| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
VP of Quality Assurance – Evolve Mortgage Services LLC |
Evolve Mortgage Services, LLC |
|
Jun 2018–Present |
3 yrs |
| 2 |
QC Vendor Manager |
Capital One |
Plano, Texas |
Feb 2016–May 2018 |
2 yrs 4 mos |
| 3 |
Credit Policy Controls |
Capital One |
7933 Preston Rd Plano Texas |
Jun 2014–Feb 2016 |
1 yr 9 mos |
| 4 |
Credit Administration |
Capital One |
7933 Preston Rd Plano Texas |
Sep 2012–Jun 2014 |
1 yr 10 mos |
| 5 |
Senior DE/SAR Mortgage Underwriter |
Capital One Home Loans |
Plano, Texas |
Sep 2011–Sep 2012 |
1 yr 1 mo |
| 6 |
Assurance Underwriter |
Fannie Mae |
Addison, Texas |
Feb 2011–Sep 2011 |
8 mos |
| 7 |
Senior Mortgage Underwriter |
Wells Fargo |
Addison, Texas |
Sep 2009–Feb 2011 |
1 yr 6 mos |
| 8 |
Senior Mortgage Underwriter |
National City Bank |
Cleveland, Ohio |
Sep 2004–Aug 2009 |
5 yrs |
| 9 |
VP, Strategy and Transformation |
KeyBank |
Washington D.C. Metro Area |
Oct 2018–Present |
2 yrs 8 mos |
| 10 |
VP, Regional Sales Manager, Mid Atlantic |
Capital One |
Washington D.C. Metro Area |
2016–Sep 2018 |
2 yrs |
| 11 |
Financial Advisor, CFP |
Morgan Stanley |
Tampa/St. Petersburg, Florida Area |
2013–2016 |
3 yrs |
| 12 |
Senior Vice President |
Talon Wealth Management |
Venice, Sarasota, Naples, and Tampa, Florida |
2012–2013 |
1 yr |
| 13 |
Consultant, Financial Planning and, Litigation Support |
Kevin M. Burke CFP(tm) CDFA(tm), Consulting |
Tampa, FL |
2006–2012 |
6 yrs |
| 14 |
Wealth manager |
TIAA CREF |
|
2004–2006 |
2 yrs |
| 15 |
VP of International Investments (Also VP of Investment Program Reorganization) |
Riggs Bank, International Investments |
Washington D.C. Metro Area |
2002–2004 |
2 yrs |
| 16 |
AVP, Wealth Management |
SunTrust Bank |
Washington D.C. Metro Area |
2000–2002 |
2 yrs |
| 17 |
AVP, Investments |
Wachovia Securities |
|
1991–1999 |
8 yrs |