| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
SVP, Head of Operations Investment Contact Center |
Wells Fargo |
|
Jan 2017–Present |
4 yrs 5 mos |
| 2 |
SVP, Head of Operations and Implementation Client Contact Center |
Wells Fargo Advisors |
|
Feb 2014–Jan 2017 |
3 yrs |
| 3 |
SVP, Strategic Planning Manager, Wealth, Brokerage & Retirement |
Wells Fargo |
|
Jun 2008–Feb 2014 |
5 yrs 9 mos |
| 4 |
Director, Performance Consulting |
Redwood Analytics |
|
Apr 2005–Jun 2008 |
3 yrs 3 mos |
| 5 |
President and Founder |
Coaching Virginia, Inc. |
|
Jun 2003–Apr 2005 |
1 yr 11 mos |
| 6 |
Consulting Manager |
Accenture |
|
Jun 1998–Jun 2003 |
5 yrs 1 mo |
| 7 |
Consultant (Accenture) |
Wachovia |
|
2003–2003 |
less than a year |
| 8 |
Consultant (Accenture) |
Bank of America |
|
1998–2003 |
5 yrs |
| 9 |
Consultant (Accenture) |
CheckFree |
|
2001–2001 |
less than a year |
| 10 |
Strategic MBA Intern |
First Citizens Bank |
|
1997–1997 |
less than a year |
| 11 |
Analyst |
Advanta |
|
1995–1996 |
1 yr |
| 12 |
Retention Specialist |
Capital One |
|
1993–1995 |
2 yrs |
| 13 |
Computer Operations |
Advanta |
|
Jun 1989–Jul 1993 |
4 yrs 2 mos |