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No Role Company Company Address Dates Employed Employment Duration
1 Head of Business Management (COO), Capital Markets, U.S. Region CIBC New York, New York Nov 2015–Present 5 yrs 7 mos
2 Co-Founder OM NYC New York, New York Oct 2014–Present 6 yrs 8 mos
3 President, Price-Smart Valuations (subsidiary company of RBS) NatWest Markets Plc Stamford, Connecticut Jun 2011–Oct 2014 3 yrs 5 mos
4 Global COO and Managing Director NatWest Markets Plc Stamford, CT 2005–Oct 2014 9 yrs
5 Global COO and Managing Director NatWest Markets Plc London, United Kingdom Sep 2013–Aug 2014 1 yr
6 Associate Goldman Sachs Greater New York City Area 2005–2005 less than a year
7 Associate Deutsche Bank Greater New York City Area 2004–2005 1 yr
8 Associate MKP Capital Management, L.L.C. Greater New York City Area 2002–2003 1 yr
9 Associate Lehman Brothers Greater New York City Area 1999–2002 3 yrs
10 Assistant Treasurer Bankers Trust Greater New York City Area 1996–1999 3 yrs
11 Vice President, Area Retail Leader KeyBank Aug 2020–Present 10 mos
12 Vice President, Retail Experience Leader KeyBank Capital & Atlantic Regions Jul 2019–Aug 2020 1 yr 2 mos
13 Vice President, Regional Operations Leader KeyBank Albany, New York Area Feb 2018–Jul 2019 1 yr 6 mos
14 Director-Staffing & Operations Ayco, a Goldman Sachs Company Saratoga Springs, New York May 2015–Feb 2018 2 yrs 10 mos
15 Branch Manager, AVP KeyBank Sep 2014–May 2015 9 mos
16 Branch Manager II, AVP Citizens Bank 2004–2014 10 yrs

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