| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Vice President - Trust Operations Manager - Wealth Management |
Security National Bank |
Omaha Metropolitan Area |
Apr 2021–Present |
2 mos |
| 2 |
Assistant Vice President - Trust Operations Manager - Wealth Management |
Security National Bank |
|
Jan 2019–Apr 2021 |
2 yrs 4 mos |
| 3 |
Assistant Operations Manager - Trust Operations Officer |
Security National Bank |
Greater Omaha Area |
Jul 2014–Jan 2019 |
4 yrs 7 mos |
| 4 |
Billing Specialist/CEO Project Team Member |
Carson Wealth |
Greater Omaha Area |
Feb 2013–Jul 2014 |
1 yr 6 mos |
| 5 |
Client Service Associate |
Mariner Wealth Advisors (formerly Orizon Investment Counsel) |
Greater Omaha Area |
Jul 2012–Feb 2013 |
8 mos |
| 6 |
Senior Operations Specialist - New Accounts |
Orizon Investment Counsel |
Greater Omaha Area |
Mar 2011–Jul 2012 |
1 yr 5 mos |
| 7 |
Senior Commission Specialist |
QA3 Financial |
Greater Omaha Area |
Dec 2005–Mar 2011 |
5 yrs 4 mos |
| 8 |
Operations Associate-New Accounts Lead/Cashiering |
SmithHayes Financial |
Greater Omaha Area |
Dec 2004–Dec 2005 |
1 yr 1 mo |
| 9 |
Compensation Research Specialist |
Securities America Inc. |
Greater Omaha Area |
Mar 2004–Aug 2004 |
6 mos |
| 10 |
Account Relationship Manager |
Legent Clearing (formerly KirkPatrick Pettis) |
Greater Omaha Area |
Oct 2003–Feb 2004 |
5 mos |
| 11 |
Senior Operations Technician - New Accounts |
Legent Clearing (formerly KirkPatrick Pettis) |
Greater Omaha Area |
Jan 2003–Oct 2003 |
10 mos |
| 12 |
Senior Operations Technician-New Accounts |
Kirkpatrick Pettis |
Greater Omaha Area |
Jun 1998–Dec 2002 |
4 yrs 7 mos |
| 13 |
Senior Member Services Representative |
Metro Credit Union-Omaha |
|
Jun 1998–Oct 2001 |
3 yrs 5 mos |
| 14 |
Member Services Representative |
Metro Credit Union-Omaha |
|
Dec 1997–Jun 1998 |
7 mos |