| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Head of Finance Transformation |
Wells Fargo |
Charlotte, North Carolina, United States |
Mar 2021–Present |
3 mos |
| 2 |
Managing Director, US Head of Aladdin Foresight |
BlackRock |
Charlotte, North Carolina |
Sep 2020–Mar 2021 |
7 mos |
| 3 |
Managing Director, Financial Markets Advisory, Americas Technology Lead |
BlackRock |
Charlotte, North Carolina Area |
Dec 2016–Sep 2020 |
3 yrs 10 mos |
| 4 |
Director, Financial Markets Advisory |
BlackRock |
Charlotte, North Carolina Area |
Jan 2013–Dec 2016 |
4 yrs |
| 5 |
Vice President, Financial Markets Advisory |
BlackRock |
Charlotte, North Carolina Area |
Sep 2010–Dec 2012 |
2 yrs 4 mos |
| 6 |
Director of Research and Analytics, Real Estate Private Equity |
Palmetto Hospitality Fund / OTO Development |
|
Jan 2008–Sep 2010 |
2 yrs 9 mos |
| 7 |
Associate, Structured Products |
Morgan Stanley |
New York, NY |
May 2006–Dec 2007 |
1 yr 8 mos |
| 8 |
Summer Associate, CDO Structuring and Origination |
Banc of America Securities |
Charlotte, NC |
2005–2005 |
less than a year |
| 9 |
Senior Associate, Fixed Income Fund of Hedge Funds |
Longship Capital Management |
New York, NY |
2002–2004 |
2 yrs |
| 10 |
Analyst, Fixed Income |
Lehman Brothers |
New York, NY |
2000–2002 |
2 yrs |
| 11 |
Summer Analyst |
Merrill Lynch |
New York, NY |
1999–1999 |
less than a year |
| 12 |
Summer Analyst |
Merrill Lynch |
New York, NY |
1998–1998 |
less than a year |