| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Vice President, Corporate & Appointed Actuary |
Columbian Financial Group |
Vestal, NY |
May 2019–Present |
2 yrs 1 mo |
| 2 |
Vice President & Actuary |
Prudential Financial |
Newark, NJ |
Nov 2012–May 2019 |
6 yrs 7 mos |
| 3 |
Supervising Actuary |
Genworth Financial |
Richmond, Virginia Area |
Jun 2011–Nov 2012 |
1 yr 6 mos |
| 4 |
Assistant Actuary |
Berkshire Life Insurance Company of America |
Pittsfield, MA |
Jan 2004–Jun 2011 |
7 yrs 6 mos |
| 5 |
Actuarial Analyst |
Lincoln Financial Group |
Hartford, CT |
May 2002–Jan 2004 |
1 yr 9 mos |
| 6 |
First Vice President / Regional Manager |
Marcus & Millichap |
Greater Los Angeles Area |
Mar 2012–Present |
9 yrs 3 mos |
| 7 |
Managing Member |
National Exchange Advisors |
|
2005–Present |
16 yrs |
| 8 |
Vice President |
Bernstein Global Wealth Management |
|
Sep 2009–Mar 2012 |
2 yrs 7 mos |
| 9 |
Co-Founder |
National Equity Advisors, Inc. |
|
Jun 2005–Mar 2012 |
6 yrs 10 mos |
| 10 |
Senior Investment Associate |
Marcus & Millichap |
|
1999–2005 |
6 yrs |