No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
1 |
CIO and Head of Wealth Management Technology |
Morgan Stanley |
New York, NY |
Sep 2016–Present |
4 yrs 9 mos |
2 |
Managing Director, Global Wealth Management Technology |
Merrill Lynch |
|
Sep 2009–Sep 2016 |
7 yrs 1 mo |
3 |
CTO - Internet & Risk Management Technology |
D&B |
|
Jun 2007–Sep 2009 |
2 yrs 4 mos |
4 |
FVP - Wealth Management Technology |
Merrill Lynch |
|
Oct 1996–Jun 2007 |
10 yrs 9 mos |