| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Director, Consumer & Retail Corporate & Investment Banking |
Wells Fargo |
Charlotte, North Carolina, United States |
2021–Present |
less than a year |
| 2 |
Vice President, Senior Portfolio Manager, Consumer & Retail Corporate & Investment Banking |
Wells Fargo |
Charlotte, North Carolina, United States |
2020–2021 |
1 yr |
| 3 |
Vice President, Portfolio Manager, TMT Corporate & Investment Banking |
Wells Fargo |
Charlotte, North Carolina Area |
2018–2020 |
2 yrs |
| 4 |
VP, Senior Portfolio Manager, Financial Sponsors |
HSBC |
Charlotte, North Carolina Area |
2016–2018 |
2 yrs |
| 5 |
Associate, TIAA Private Investments, Debt Private Placements |
TIAA |
Charlotte, North Carolina Area |
2012–2016 |
4 yrs |
| 6 |
Private Wealth Management Summer Associate |
Goldman Sachs |
Greater Chicago Area |
Jun 2011–Aug 2011 |
3 mos |
| 7 |
Private Equity Summer Associate |
Capitala Group |
Charlotte, North Carolina Area |
May 2011–May 2011 |
1 mo |
| 8 |
MBA Consultant at YouTube |
Google |
San Francisco Bay Area |
Mar 2011–Apr 2011 |
2 mos |
| 9 |
Client Development Associate |
S&P Global Market Intelligence |
|
2007–2010 |
3 yrs |
| 10 |
Investment Banking Analyst |
Wells Fargo Securities |
Charlotte, North Carolina Area |
2005–2007 |
2 yrs |
| 11 |
Transaction Services Intern |
PricewaterhouseCoopers |
|
Jun 2004–Aug 2004 |
3 mos |
| 12 |
Assurance and Business Advisory Services Intern |
PricewaterhouseCoopers |
Greater Detroit Area |
Jun 2003–Aug 2003 |
3 mos |