| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Vice President of Member Experience Transformation |
Navy Federal Credit Union |
|
Sep 2020–Present |
9 mos |
| 2 |
Retirement Income & Annuity Experience Director |
USAA |
San Antonio, Texas |
Apr 2018–Sep 2020 |
2 yrs 6 mos |
| 3 |
Director, Investments & Annuity Product Management |
USAA |
San Antonio, Texas |
Jan 2017–Sep 2020 |
3 yrs 9 mos |
| 4 |
Director of Mutual Funds & 529 Plans Investment Product Management |
USAA |
San Antonio, Texas Area |
Apr 2010–Jan 2017 |
6 yrs 10 mos |
| 5 |
Manager of Investment Operations |
USAA |
San Antonio, Texas Area |
Sep 2006–Apr 2010 |
3 yrs 8 mos |
| 6 |
E-commerce Brokerage Trader |
USAA |
San Antonio, Texas Area |
Jun 2005–Jul 2006 |
1 yr 2 mos |
| 7 |
Financial Advisor (Sales & Service) |
USAA |
San Antonio, Texas Area |
Oct 2004–May 2005 |
8 mos |
| 8 |
First Vice President Product Manager |
Amalgamated Bank |
New York City Metropolitan Area |
Dec 2019–Present |
1 yr 6 mos |
| 9 |
AVP Regional Manager |
USALLIANCE Financial |
|
Dec 2016–Dec 2019 |
3 yrs 1 mo |
| 10 |
VP Branch Manager |
JPMorgan Chase & Co. |
New Jersey |
Jan 2014–May 2016 |
2 yrs 5 mos |
| 11 |
VP District Manager |
Wells Fargo |
New Jersey |
Jul 2011–Dec 2013 |
2 yrs 6 mos |
| 12 |
AVP Branch Manager |
Bank of America |
New Jersey |
Jun 2006–May 2011 |
5 yrs |