| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Managing Director, Chief Marketing Officer, U.S. Wealth Management |
Chase |
New York |
Jan 2020–Present |
1 yr 5 mos |
| 2 |
Managing Director, Chief Marketing Officer, Chase Wealth Management and Affluent |
Chase |
New York, New York |
Nov 2017–Jan 2020 |
2 yrs 3 mos |
| 3 |
Head of Wealth Management Marketing, Executive Director |
Chase |
Greater New York City Area |
Feb 2015–Nov 2017 |
2 yrs 10 mos |
| 4 |
Head of Client and Investment Marketing, Executive Director |
Chase |
Greater New York City Area |
Oct 2013–Jan 2015 |
1 yr 4 mos |
| 5 |
Vice President, Intermediary Marketing Director |
J.P. Morgan Asset Management |
Greater New York City Area |
Jul 2011–Oct 2013 |
2 yrs 4 mos |
| 6 |
Assistant Vice President, Consumer Marketing, College Savings Plans |
OppenheimerFunds |
Greater New York City Area |
Jun 2008–Jul 2011 |
3 yrs 2 mos |
| 7 |
Marketing Manager, 529 College Saving Plans |
OppenheimerFunds |
|
Mar 2007–May 2008 |
1 yr 3 mos |
| 8 |
Account Manager, Marketing Communications |
OppenheimerFunds Inc. |
|
Sep 2004–Feb 2007 |
2 yrs 6 mos |
| 9 |
Program Manager |
Managed Solutions |
|
Aug 2003–Aug 2004 |
1 yr 1 mo |
| 10 |
Strategy and Account Management Lead |
Candid Marketing Services |
|
May 1999–May 2003 |
4 yrs 1 mo |
| 11 |
Executive Vice Chair |
Academy Mortgage Corporation |
|
2019–Present |
2 yrs |
| 12 |
Chief Growth Officer |
Academy Mortgage Corporation |
Greater Salt Lake City Area |
2011–Present |
10 yrs |
| 13 |
Managing Director |
Credo Ventures |
|
2010–Present |
11 yrs |
| 14 |
Chief Marketing Officer |
Beneficial Financial Group |
|
2006–2010 |
4 yrs |
| 15 |
Chief Brand Officer, SVP & GM |
GMAC (Ally Bank) |
|
2003–2006 |
3 yrs |
| 16 |
Managing Director |
IVW Private Equity |
Greater Boston Area |
2000–2002 |
2 yrs |
| 17 |
Brand Management |
The Coca-Cola Company |
|
1997–2000 |
3 yrs |
| 18 |
Marketing Management |
PepsiCo |
|
1995–1997 |
2 yrs |
| 19 |
Sales & Field Marketing |
Black & Decker |
|
1991–1993 |
2 yrs |