| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Wealth Advisor - Senior Vice President |
Wells Fargo Private Bank |
Boston, Massachusetts |
Jan 2020–Present |
1 yr 5 mos |
| 2 |
Vice President, Senior Wealth Advisor |
Wilmington Trust |
Boston, MA |
Jun 2016–Jan 2020 |
3 yrs 8 mos |
| 3 |
Consultant / Business Development Officer |
Independent Portfolio Consultants |
|
Nov 2014–Jun 2016 |
1 yr 8 mos |
| 4 |
Vice President, Investment Advisory |
GL Capital Partners |
Waltham, MA |
Jan 2014–Nov 2014 |
11 mos |
| 5 |
Vice President of Business Development |
Ross, Sinclaire & Associates |
Boston, MA |
Jan 2012–Jan 2014 |
2 yrs 1 mo |
| 6 |
Regional Business Consultant |
Curian Capital |
NH, VT, ME, Western MA |
May 2011–Jan 2012 |
9 mos |
| 7 |
Regional Vice President, Wholesaler |
FundQuest |
Western US and Northeast |
Oct 2001–Aug 2011 |
9 yrs 11 mos |
| 8 |
Senior Analyst |
Chatham Partners |
Newton, MA |
Oct 1999–Jun 2001 |
1 yr 9 mos |
| 9 |
Senior Guide/ Naturalist |
Chilkat Guides |
Haines, AK |
Apr 1997–Oct 1999 |
2 yrs 7 mos |