| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Head of Global Operations and Customer Excellence Business Oversight and Risk Management |
Wells Fargo |
Charlotte, North Carolina, United States |
Mar 2021–Present |
3 mos |
| 2 |
Board President |
Charlotte Independence Soccer Club |
Charlotte, North Carolina |
Jul 2016–Present |
4 yrs 11 mos |
| 3 |
Head of Operational Risk and Business Controls for Consumer Lending |
Wells Fargo |
Charlotte, North Carolina, United States |
May 2020–Mar 2021 |
11 mos |
| 4 |
Head of PVSI Operational Risk and Business Controls |
Wells Fargo |
Charlotte, North Carolina Area |
Apr 2019–May 2020 |
1 yr 2 mos |
| 5 |
Chief Risk Officer, Retail Financial Services (Senior Managing Director) |
TIAA |
|
Oct 2014–Mar 2019 |
4 yrs 6 mos |
| 6 |
Transition/Risk Management Executive, Asset Management (Managing Director) |
TIAA |
|
Apr 2014–Oct 2014 |
7 mos |
| 7 |
COO, Individual Advisory / Wealth Management (Managing Director) |
TIAA |
|
Sep 2010–Apr 2014 |
3 yrs 8 mos |
| 8 |
Director of Product Management, Risk and Financial Services |
OpenText |
|
2009–2010 |
1 yr |
| 9 |
Managing Director |
Bank of America |
|
2003–2009 |
6 yrs |
| 10 |
Strategic Planning and Office of the CEO (Senior Director) |
Software AG |
|
2000–2003 |
3 yrs |
| 11 |
Product Manager, B2B Commerce, Chase Venture Investments |
JPMorgan Chase & Co. |
|
1998–2000 |
2 yrs |
| 12 |
Financial Services Consultant |
Deloitte |
|
1997–1998 |
1 yr |
| 13 |
Online Financial Services Product Development |
AOL |
|
1995–1997 |
2 yrs |
| 14 |
Product Manager, USD Clearing and Payments |
JPMorgan Chase & Co. |
New York, New York, United States |
1993–1995 |
2 yrs |