| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Managing Director |
River Capital Partners LLC |
Charlotte, North Carolina Area |
Oct 2001–Present |
19 yrs 8 mos |
| 2 |
Independent Board Member |
BMC Fund, Inc. [Family Investment Office] |
Lenior, NC |
Feb 2021–Present |
4 mos |
| 3 |
Board Member |
National Funding Association - NFA |
Charlotte NC |
Sep 2011–Sep 2012 |
1 yr 1 mo |
| 4 |
Publicationi |
Oil & Gas Financial Journal |
|
2008–2008 |
less than a year |
| 5 |
Principal |
NationsBank Capital Markets |
|
1997–2001 |
4 yrs |
| 6 |
Principal |
Bank of America Merrill Lynch |
Charlotte and New York |
1997–2001 |
4 yrs |
| 7 |
Principal |
Bank of America |
|
1990–2001 |
11 yrs |
| 8 |
Principal |
NationsBank |
|
1990–2001 |
11 yrs |
| 9 |
Principal |
Banc of America |
|
1982–2001 |
19 yrs |
| 10 |
Principal |
NationsBanc Montgomery Securities |
|
1998–2000 |
2 yrs |
| 11 |
Vice President |
Bank of America |
|
1990–1997 |
7 yrs |
| 12 |
Honored as a "40 Under 40" Recipient |
Charlotte Business Journal |
|
Apr 1996–Apr 1996 |
1 mo |
| 13 |
Vice President |
Wells Fargo |
Washington D.C. Metro Area |
1988–1990 |
2 yrs |
| 14 |
Vice President |
NCNB |
|
1982–1987 |
5 yrs |