| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Director of Wealth Management |
SEFCU Wealth Management Services |
Albany, New York |
Jul 2018–Present |
2 yrs 11 mos |
| 2 |
Regional Sales Manager |
Citizens Financial Group, Inc. |
Rhode Island |
Jun 2016–Jul 2018 |
2 yrs 2 mos |
| 3 |
Vice President Regional Administrative Officer |
Citizens Investment Services |
|
Jun 2014–Jun 2016 |
2 yrs 1 mo |
| 4 |
Compliance Officer |
The Ayco Company, L.P. |
Albany NY |
Aug 2010–Jun 2014 |
3 yrs 11 mos |
| 5 |
Complex Risk Officer |
Morgan Stanley Smith Barney |
|
Jul 2008–Jul 2010 |
2 yrs 1 mo |