| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Senior Sales Executive |
InvestCloud, Inc. |
Monument, Colorado, United States |
Jan 2021–Present |
5 mos |
| 2 |
Senior Sales Executive |
Tegra118 |
Monument, Colorado, United States |
Jan 2021–Jan 2021 |
1 mo |
| 3 |
Institutional Sales |
SWBC |
|
Sep 2016–Jan 2021 |
4 yrs 5 mos |
| 4 |
First Vice President, Key Account Management |
Advisors Asset Management, Inc. |
Monument, CO |
Nov 2001–Apr 2016 |
14 yrs 6 mos |
| 5 |
Brokerage Sales & Services |
USAA |
|
Aug 1999–Aug 2001 |
2 yrs 1 mo |
| 6 |
Mutual Fund Sales & Services |
U.S. Global Investors |
|
Jun 1998–Jun 1999 |
1 yr 1 mo |