| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Board Member |
BellBrook Labs |
Madison, Wisconsin |
May 2019–Present |
2 yrs 1 mo |
| 2 |
Director |
Web Courseworks |
Madison, Wisconsin |
Nov 2016–Present |
4 yrs 7 mos |
| 3 |
Senior Consultant, Member |
Heatherstone Venture, LLC |
Madison, Wisconsin Area |
Dec 2015–Present |
5 yrs 6 mos |
| 4 |
Founder and Director |
Settlers Bank |
|
2007–Present |
14 yrs |
| 5 |
Founder and Director |
SB Bancorp |
|
2007–Present |
14 yrs |
| 6 |
Senior Portfolio Manager--Retired |
Boston Private Wealth |
Madison, Wisconsin Area |
Oct 2014–Nov 2015 |
1 yr 2 mos |
| 7 |
Managing Director, Principal |
Banyan Partners |
Madison, Wisconsin Area |
Oct 2013–Oct 2014 |
1 yr 1 mo |
| 8 |
Owner and Senior Portfolio Manager |
Holt-Smith Advisors |
|
1987–Oct 2013 |
26 yrs |
| 9 |
Vice President and Portfolio Manager |
Madison Investment Advisors |
|
1979–1987 |
8 yrs |
| 10 |
Vice President |
Bascom Hill Investors Mutual Fund |
|
1979–1987 |
8 yrs |