| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Senior Vice President-Wealth Advisor |
Wells Fargo Private Bank |
Greater Denver Area |
Dec 2019–Present |
1 yr 6 mos |
| 2 |
Vice President and Sr. Wealth Director |
BNY Mellon Wealth Management |
Rocky Mountain Region (Colorado, Wyoming, Utah) |
Jun 2014–Nov 2019 |
5 yrs 6 mos |
| 3 |
Vice President / Wealth Management Advisor |
US Bank - Private Client Reserve |
Greater Denver Area |
Jul 2008–Jun 2014 |
6 yrs |
| 4 |
Financial Advisor |
Key Bank |
|
Mar 2007–Sep 2007 |
7 mos |
| 5 |
Owner |
Mountain Valley Companies |
|
Jun 2003–Mar 2007 |
3 yrs 10 mos |
| 6 |
District Sales Manager |
US Bank / USBancorp Investments and Insurance |
Denver Colorado |
Oct 1999–Jun 2003 |
3 yrs 9 mos |
| 7 |
Sr. Investment Consultant |
Bank One |
Denver, CO |
Jan 1994–Oct 1999 |
5 yrs 10 mos |
| 8 |
Special Agent |
Northwestern Mutual |
Greater Denver Area |
Dec 1990–Jan 1994 |
3 yrs 2 mos |