| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
SVP, Head of Business Management and Risk Program Execution, Chief Administrative Office |
Wells Fargo |
|
Aug 2020–Present |
10 mos |
| 2 |
SVP, Head of Strategy, High Net Worth & Wealth Management |
Wells Fargo |
San Francisco Bay Area |
Oct 2014–Aug 2020 |
5 yrs 11 mos |
| 3 |
Chief of Staff and Global Head of Project Management and Strategy, GSAM Operations |
Goldman Sachs |
Greater New York City Area |
Sep 2012–Oct 2014 |
2 yrs 2 mos |
| 4 |
Vice President, Asset Management Strategy and Business Development |
JP Morgan Chase |
Greater New York City Area |
Feb 2011–Sep 2012 |
1 yr 8 mos |
| 5 |
Vice President, Morgan Stanley Wealth Management |
Morgan Stanley |
|
May 2006–Feb 2011 |
4 yrs 10 mos |
| 6 |
Senior Consultant |
Deloitte Consulting |
|
Feb 2003–May 2006 |
3 yrs 4 mos |
| 7 |
Software Consultant |
Marsh & McLennan |
|
Jun 2001–Feb 2003 |
1 yr 9 mos |
| 8 |
Intern |
Key Corp |
|
1997–1998 |
1 yr |