| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Managing Director, Head of Practice Strategy |
Morgan Stanley |
New York, United States |
Jan 2021–Present |
5 mos |
| 2 |
Global Head of Wealth & Asset Management |
Dow Jones |
Greater New York City Area |
2017–Jan 2021 |
4 yrs |
| 3 |
Associate Publisher, Head of Advisory and Wealth Management Programs |
Barron's |
Greater New York City Area |
Jul 2015–Jan 2017 |
1 yr 7 mos |
| 4 |
Managing Director, Advisor and Wealth Management Program |
Barron's |
|
Aug 2013–Jul 2015 |
2 yrs |
| 5 |
Manager, Strategic Initiatives - Wealth Management |
Barron's |
|
May 2008–Aug 2013 |
5 yrs 4 mos |
| 6 |
Regional Manager |
Barron's |
|
Feb 1997–May 2008 |
11 yrs 4 mos |