| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Managing Director, Fiduciary Management Services |
Wells Fargo |
United States |
Sep 2020–Present |
9 mos |
| 2 |
Head of Benefits, Total Rewards |
Wells Fargo |
Charlotte, North Carolina |
Jul 2019–Sep 2020 |
1 yr 3 mos |
| 3 |
Head of Relationship Management & Business Development |
Wells Fargo |
Charlotte, North Carolina Area |
Jan 2018–Jul 2019 |
1 yr 7 mos |
| 4 |
Head of Relationship Management, Institutional Retirement & Trust |
Wells Fargo |
Charlotte, NC |
May 2013–Jul 2019 |
6 yrs 3 mos |
| 5 |
SVP, Managing Director Institutional Services |
Fifth Third Bank |
|
Jan 2008–Apr 2013 |
5 yrs 4 mos |
| 6 |
Managing Director, Global Head of Sales |
Sourced Solutions Group |
|
2007–2007 |
less than a year |
| 7 |
Executive Vice President |
Fidelity Investments |
|
Sep 2005–Dec 2006 |
1 yr 4 mos |
| 8 |
Managing Director |
JPMorgan |
|
Jun 2003–Aug 2005 |
2 yrs 3 mos |
| 9 |
Head of Acquisition and Marketing |
American Century Investments |
|
Apr 1992–Jun 2003 |
11 yrs 3 mos |