| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Senior Vice President, Business Transition Strategy |
Wells Fargo |
Charlotte, North Carolina |
Feb 2015–Present |
6 yrs 4 mos |
| 2 |
President and Founder |
Matrix Value Advisors LLC |
Charlotte, North Carolina Area |
Nov 2013–Feb 2015 |
1 yr 4 mos |
| 3 |
Director of Sales & Marketing, SVP |
Farr Associates (subsidiary of BB&T) |
|
Feb 2008–Aug 2013 |
5 yrs 7 mos |
| 4 |
President |
Value Advisors |
|
2005–2008 |
3 yrs |
| 5 |
Director and Senior Vice President |
Wachovia (First Union) |
|
1990–2004 |
14 yrs |