| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Head of Marketing (CMO), Wells Fargo Asset Management |
Wells Fargo |
New York, NY |
Nov 2019–Present |
1 yr 7 mos |
| 2 |
Executive Director, Head of Marketing- Institutional Client Coverage and Americas |
UBS |
Greater New York City Area |
Jan 2017–Nov 2019 |
2 yrs 11 mos |
| 3 |
Executive Director, Head of Hedge Fund IR and Marketing |
UBS |
Stamford CT |
Jan 2014–Jan 2016 |
2 yrs 1 mo |
| 4 |
Director, Hedge Fund Client Solutions Group |
UBS |
Stamford, CT |
Jan 2012–Jan 2014 |
2 yrs 1 mo |
| 5 |
Chief of Staff, Wealth Management Products and Solutions |
UBS |
New York, NY |
Mar 2010–Dec 2012 |
2 yrs 10 mos |
| 6 |
Associate Director, High Net Worth Client Segmentation |
UBS Wealth Management |
New York, NY |
Aug 2008–Mar 2010 |
1 yr 8 mos |
| 7 |
Senior Associate, Graduate Training Program |
UBS Wealth Management |
Zurich, CH and London, UK |
Jul 2006–Aug 2008 |
2 yrs 2 mos |