No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
1 |
Managing Director |
Crestline Advisory Group |
Greater New York City Area and Dallas Fort Worth |
Apr 2018–Present |
3 yrs 2 mos |
2 |
Director |
BKD CPAs & Advisors |
Greater Denver Area |
Oct 2014–Mar 2018 |
3 yrs 6 mos |
3 |
Sr. Managing Consultant |
BKD CPAs & Advisors |
Denver, CO |
Nov 2013–Sep 2014 |
11 mos |
4 |
Sr. Manager of Surveillance Operations |
Clayton Holdings LLC |
Tampa/St. Petersburg, Florida Area |
Sep 2010–Nov 2013 |
3 yrs 3 mos |
5 |
Sr. Team Lead |
Clayton Holdings LLC |
Tampa/St. Petersburg, Florida Area |
Feb 2009–Sep 2010 |
1 yr 8 mos |
6 |
Asset Manager |
Quantum Servicing, a Clayton Holdings Company |
Tampa/St. Petersburg, Florida Area |
Sep 2008–Feb 2009 |
6 mos |
7 |
Analyst, Sr. Analyst, Portfolio Analyst |
Clayton Holdings LLC |
Greater Denver Area |
Aug 2006–Aug 2008 |
2 yrs 1 mo |
8 |
Teller, Personal Banker, Private Banking Assistant |
Retail Banking Experience (Wells Fargo and FNB Ft. Collins) |
Colorado Springs and Ft. Collins |
2002–2006 |
4 yrs |