| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Executive Director - Ultra High Net Worth Senior Specialist |
Morgan Stanley |
New York, New York |
Oct 2018–Present |
2 yrs 7 mos |
| 2 |
Adjunct Professor |
EADA Business School |
Barcelona, Catalonia, Spain |
May 2018–Present |
3 yrs |
| 3 |
Executive Director - Associate Regional Manager |
Morgan Stanley |
New York City |
Oct 2016–Oct 2018 |
2 yrs 1 mo |
| 4 |
Vice President - Senior Private Banker |
Morgan Stanley |
Philadelphia, Washington D.C., New York City |
Jul 2010–Oct 2016 |
6 yrs 4 mos |
| 5 |
Wealth Management Banker |
Merrill Lynch |
|
Apr 2009–Jul 2010 |
1 yr 4 mos |
| 6 |
Premier Client Manager |
Bank of America |
Greater Philadelphia Area |
Jun 2008–Apr 2009 |
11 mos |
| 7 |
Premier Client Manager |
Bank of America |
Portland, Oregon Area |
Jan 2006–Jun 2008 |
2 yrs 6 mos |
| 8 |
Consumer Banking |
Bank of America |
Portland, Oregon Area |
Jul 2000–Jan 2006 |
5 yrs 7 mos |