| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Manager - Institutional Asset Management Centralized Custody |
PNC Bank, National Association |
Cleveland, Ohio, United States |
Jul 2019–Present |
1 yr 11 mos |
| 2 |
Director, Internal Sales & DCIO |
PNC Capital Advisors |
Cleveland/Akron, Ohio Area |
Nov 2018–Jul 2019 |
9 mos |
| 3 |
Director, Internal Sales Team |
PNC Capital Advisors |
Cleveland/Akron, Ohio Area |
Dec 2014–Jul 2019 |
4 yrs 8 mos |
| 4 |
Internal Wholesaler |
PNC Capital Advisors |
Cleveland/Akron, Ohio Area |
Nov 2013–Dec 2014 |
1 yr 2 mos |
| 5 |
Client Service Manager |
Charles Schwab |
Cleveland/Akron, Ohio Area |
Jan 2011–Nov 2013 |
2 yrs 11 mos |
| 6 |
Associate Wealth Management Advisor |
Northwestern Mutual |
Cleveland/Akron, Ohio Area |
Jan 2008–Jan 2011 |
3 yrs 1 mo |
| 7 |
Sr. Customer Service Representative |
New York Life Insurance Company |
Cleveland/Akron, Ohio Area |
Oct 2006–Jan 2008 |
1 yr 4 mos |
| 8 |
Client Service Analyst |
Charles Schwab |
Cleveland/Akron, Ohio Area |
Jul 2003–Jul 2005 |
2 yrs 1 mo |
| 9 |
Participant Services Representative |
Charles Schwab |
Cleveland/Akron, Ohio Area |
May 2002–Jul 2003 |
1 yr 3 mos |
| 10 |
Workflow Coordinator |
Integrated Funds Services |
|
2001–2002 |
1 yr |