| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Senior Director, Global Business Development |
Cambridge Associates |
Greater Boston Area |
Jul 2016–Present |
4 yrs 11 mos |
| 2 |
Director, Institutional Sales |
Independent Third Party Marketing/Placement Agent |
Greater Chicago Area |
Jan 2015–Jul 2016 |
1 yr 7 mos |
| 3 |
Managing Director, Institutional Sales & Client Service |
O'Shaughnessy Asset Management, LLC (OSAM) |
Greater Chicago Area |
Nov 2012–Aug 2014 |
1 yr 10 mos |
| 4 |
Director, Sales & Marketing |
Segall Bryant & Hamill |
Greater Chicago Area |
Dec 2009–Nov 2012 |
3 yrs |
| 5 |
Principal, U.S. Business Leader - Analytics & Research Group |
Mercer Investment Consulting |
Greater Chicago Area |
Nov 2005–Aug 2009 |
3 yrs 10 mos |
| 6 |
Owner |
Chicago Pacific Capital Advisors, Inc. |
Greater Chicago Area |
2002–2009 |
7 yrs |
| 7 |
Japan Representative, Tokyo Branch Manager |
William Blair & Co., LLC |
Tokyo, Japan |
Jun 1994–Aug 2002 |
8 yrs 3 mos |
| 8 |
Regional Marketing Director |
Bank of Tokyo Trust Co. of NY |
Greater New York City Area |
Jun 1990–Jun 1994 |
4 yrs 1 mo |
| 9 |
Marketing Officer |
Mitsubishi Bank Trust Co. of NY |
Greater New York City Area |
Aug 1988–Jun 1990 |
1 yr 11 mos |