| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
COO, Invesco Private Capital Partners |
Invesco US |
New York, NY |
Aug 2019–Present |
1 yr 10 mos |
| 2 |
SVP, Chief Operating Officer |
OC Private Capital, LLC (OppenheimerFunds and The Carlyle Group Joint Venture) |
New York City Area |
Jan 2019–Aug 2019 |
8 mos |
| 3 |
Vice President Product Development |
Oppenheimer Funds |
Greater New York City Area |
Sep 2016–Aug 2019 |
3 yrs |
| 4 |
VP, Chief Operating Officer |
OC Private Capital, LLC (OppenheimerFunds and The Carlyle Group Joint Venture) |
New York |
Jan 2017–Dec 2018 |
2 yrs |
| 5 |
Senior Product Manager - Global Alternative Investments |
RBC Wealth Management |
Greater Boston Area |
May 2013–Sep 2016 |
3 yrs 5 mos |
| 6 |
Founder |
AI Exchange, Inc. |
Greater Boston Area |
Feb 2011–Oct 2011 |
9 mos |
| 7 |
Chief Executive Officer |
ClearStream Investments, LLC |
|
Sep 2010–Sep 2011 |
1 yr 1 mo |
| 8 |
Director of Research |
Mount Yale Capital Group |
|
Jan 2005–Sep 2010 |
5 yrs 9 mos |
| 9 |
Manager Investment Sevices |
Mount Yale Capital Group |
|
Dec 2001–Dec 2004 |
3 yrs 1 mo |
| 10 |
Investment Analyst |
Mount Yale Capital Group |
|
Sep 1999–Dec 2001 |
2 yrs 4 mos |
| 11 |
Manager |
Lloyds Finance Limited |
|
Jul 1995–Mar 1998 |
2 yrs 9 mos |