| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Chief Administrative Officer and Head of Transformation for Wealth and Investment Management |
Wells Fargo |
New York, United States |
Oct 2020–Present |
8 mos |
| 2 |
Member |
Chief |
New York, United States |
Oct 2020–Present |
8 mos |
| 3 |
Executive Vice President, Operations, Technology, and Controls |
Fiera Capital |
New York, New York |
Sep 2016–Jun 2020 |
3 yrs 10 mos |
| 4 |
Business Architecture and Transformation- Managing Director |
J.P. Morgan |
Greater New York City Area |
Mar 2015–Sep 2016 |
1 yr 7 mos |
| 5 |
Anti Money Laundering Executive- Chase Wealth Management |
J.P. Morgan |
270 Park Avenue New York, NY |
May 2013–Mar 2015 |
1 yr 11 mos |
| 6 |
Head of Client Experience |
J.P. Morgan |
270 Park New York City, NY |
Apr 2011–May 2013 |
2 yrs 2 mos |
| 7 |
MD/COO US Equity |
JPMorgan |
|
Nov 1998–Jan 2010 |
11 yrs 3 mos |