| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Director of Operational Risk |
Chemical Bank |
Cleveland/Akron, Ohio Area |
Dec 2016–Present |
4 yrs 6 mos |
| 2 |
Vice President Plan Administration |
Charles Schwab |
|
2005–Nov 2015 |
10 yrs |
| 3 |
Vice President Client Services |
Charles Schwab |
|
2004–2005 |
1 yr |
| 4 |
Vice President and Regional Director - Retirement Plan Services |
Invesmart, Inc. |
|
2003–2004 |
1 yr |
| 5 |
Senior Vice President and Division Manager - Retirement Plan Services |
KeyBank |
|
1999–2003 |
4 yrs |
| 6 |
Senior Vice President and Division Manager - Fund Accounting and Control |
KeyBank |
|
1996–1999 |
3 yrs |
| 7 |
Vice President and Department Manager - Fund Accounting |
KeyBank |
|
1993–1996 |
3 yrs |
| 8 |
Manager |
Ernst & Young |
|
1985–1993 |
8 yrs |
| 9 |
Customer Service Manager |
Advantage Credit, Inc. |
|
Jan 2012–Present |
9 yrs 5 mos |
| 10 |
Director of Credit Verification |
Advantage Credit, Inc. |
Colorado Springs, Colorado Area |
Jan 2012–Present |
9 yrs 5 mos |