| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Head of Practice Management & Leadership Development - Wells Fargo Wealth & Investment Management |
Wells Fargo |
Charlotte, North Carolina, United States |
Mar 2021–Present |
3 mos |
| 2 |
SVP - Wealth Strategic Initiatives |
Wells Fargo |
Charlotte, NC |
May 2014–Mar 2021 |
6 yrs 11 mos |
| 3 |
SVP, Client Segments, Wealth & Investment Management |
Wells Fargo |
Charlotte, NC |
Mar 2009–May 2014 |
5 yrs 3 mos |
| 4 |
SVP, Senior Strategic Consultant |
Wachovia, A Wells Fargo Company |
|
Aug 2007–Mar 2009 |
1 yr 8 mos |
| 5 |
Owner |
WD Partners LLC |
|
Jul 2002–Aug 2007 |
5 yrs 2 mos |
| 6 |
Equity Analyst |
Selywn Partners LP |
|
Feb 2001–Sep 2002 |
1 yr 8 mos |
| 7 |
Manager, Sales and Business Development |
iCast.com, a CMGI Company |
|
1999–Nov 2000 |
1 yr |
| 8 |
Manager, Interactive Services |
Gartner |
|
Sep 1998–Oct 1999 |
1 yr 2 mos |
| 9 |
Analyst |
Marakon Associates |
|
Aug 1997–Sep 1998 |
1 yr 2 mos |