| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
SVP, Strategic Initiatives and Implementation, Wealth Investment Management |
Wells Fargo |
Charlotte, North Carolina Area |
Jan 2017–Present |
4 yrs 5 mos |
| 2 |
National Director, High Net Worth Partnership |
Wells Fargo Advisors |
Charlotte, North Carolina Area |
Dec 2011–Jan 2017 |
5 yrs 2 mos |
| 3 |
VP, The Private Bank |
Wells Fargo Private Bank |
Charlotte, North Carolina Area |
Jan 2009–Dec 2011 |
3 yrs |
| 4 |
VP, Mid Atlantic Region Director of Banking and Lending Services |
Citigroup/Smith Barney |
Charlotte, North Carolina Area |
Feb 2003–Jul 2008 |
5 yrs 6 mos |
| 5 |
Investment Specialist |
Charles Schwab |
Charlotte, North Carolina Area |
Nov 2000–Nov 2002 |
2 yrs 1 mo |
| 6 |
Financial Advisor, Rule 144 Specialist |
Morgan Stanley |
Charlotte, North Carolina Area |
Aug 1997–Apr 2000 |
2 yrs 9 mos |