| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Managing Director, Head of Intermediary Sales |
Voya Investment Management |
|
Feb 2021–Present |
4 mos |
| 2 |
Managing Director, Head of Wealth Management Sales |
Voya Investment Management |
|
Mar 2018–Feb 2021 |
3 yrs |
| 3 |
SVP, Head of Wealth Management Sales |
Voya Investment Management |
Greater New York City Area |
Nov 2017–Feb 2018 |
4 mos |
| 4 |
SVP, Head of Private Wealth & Advisory |
Voya Investment Management |
|
Nov 2014–Nov 2017 |
3 yrs 1 mo |
| 5 |
SVP, Sr. Regional Director - Western Division Private Wealth & Advisory Group |
Voya Investment Management |
|
Mar 2011–Nov 2014 |
3 yrs 9 mos |
| 6 |
Vice President, Private Wealth & Advisory Group |
Voya Investment Management |
|
Nov 2008–Mar 2011 |
2 yrs 5 mos |
| 7 |
Regional Vice President |
ING Funds |
|
May 2005–Nov 2008 |
3 yrs 7 mos |
| 8 |
Financial Advisor |
Banc of America Investment Services, Inc. |
|
Apr 2004–Apr 2005 |
1 yr 1 mo |
| 9 |
Financial Advisor |
Merrill Lynch |
|
1998–2004 |
6 yrs |