| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Divisional Wealth Management Consultant |
Capital Group |
|
Jan 2014–Present |
7 yrs 5 mos |
| 2 |
Divisional Wholesaler at American Funds |
Capital Group | American Funds |
|
Jan 2014–May 2019 |
5 yrs 5 mos |
| 3 |
Advisor Consultant/ Territory Specialist New Jersey and Staten Island, New York |
Franklin Templeton Investments |
St. Petersburg, Florida |
Aug 2005–Jan 2014 |
8 yrs 6 mos |
| 4 |
Senior Collection |
JPMorgan Chase |
|
Apr 2004–Jul 2005 |
1 yr 4 mos |
| 5 |
Senior Financial Student Loan Consultant |
Collegiate Funding Services |
|
Oct 2002–Mar 2004 |
1 yr 6 mos |