| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Vice President / Senior Relationship Strategist / PNC Wealth Management / CFP®, CIMA® |
PNC |
Ann Arbor |
Jul 2017–Present |
3 yrs 11 mos |
| 2 |
Wealth Management Advisor / CFP® |
TIAA |
Ann Arbor, MI |
2012–2016 |
4 yrs |
| 3 |
Assistant Branch Office Manager / CFP® |
Fidelity Investments |
Birmingham, MI |
2011–2012 |
1 yr |
| 4 |
Assistant Vice President / Financial Advisor / CFP® |
Merrill Lynch |
San Diego, California and Detroit/Troy, Michigan |
1994–2011 |
17 yrs |
| 5 |
United States Naval Officer |
U.S. Navy |
Cruise Missile Tactical Qualification Team (CMTQT) USS Halsey (CG-23), COMMO / A |
1988–1994 |
6 yrs |