| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Vice President, Senior Investment Strategist |
Wells Fargo Bank, N.A. |
Atlanta, Georgia |
Sep 2007–Present |
13 yrs 9 mos |
| 2 |
Vice President, Portfolio Manager |
US Trust, Bank of America Private Wealth Management |
Chicago, Illinois |
Sep 2005–Sep 2007 |
2 yrs 1 mo |
| 3 |
Vice President, Team Leader, Portfolio Manager |
Bank of America, Private Bank |
Atlanta, Georgia |
Mar 2003–Sep 2005 |
2 yrs 7 mos |
| 4 |
Vice President, Portfolio Manager |
Bank of America, Private Bank |
Atlanta, Georgia |
Jan 1998–Mar 2003 |
5 yrs 3 mos |
| 5 |
Investment Associate, Junior Portfolio Manager |
Barnett Bank (Bank of America Private Bank) |
Jacksonville, Florida |
Jan 1997–Jan 1998 |
1 yr 1 mo |
| 6 |
Customer Service Representative |
Barnett Investments (Banc of America Investments) |
|
May 1995–Jan 1997 |
1 yr 9 mos |
| 7 |
Mutual Fund Representative |
Merrill Lynch |
|
Nov 1994–May 1995 |
7 mos |
| 8 |
Registered Account Associate |
Prudential Securities (Wachovia Securities) |
|
May 1993–Nov 1994 |
1 yr 7 mos |