| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Chief Operating Officer - Digital Client Experience & Platforms |
Morgan Stanley Wealth Management |
|
May 2020–Present |
1 yr 1 mo |
| 2 |
Head of Program Office - Data Strategy & Analytics |
Morgan Stanley Wealth Management |
|
May 2019–May 2020 |
1 yr 1 mo |
| 3 |
Head of Digital Marketing Products |
Morgan Stanley Wealth Management |
|
Sep 2016–May 2019 |
2 yrs 9 mos |
| 4 |
Private Bank |
Credit Suisse |
Greater New York City Area |
Aug 2015–Mar 2016 |
8 mos |
| 5 |
Office of COO - Head of Client & Field Platforms |
UBS Wealth Management |
|
Jan 2015–Aug 2015 |
8 mos |
| 6 |
Office of COO - Transformation Management |
UBS Wealth Management |
|
Jul 2010–Jan 2015 |
4 yrs 7 mos |
| 7 |
Vice President |
Goldman Sachs |
|
Feb 2010–Jul 2010 |
6 mos |
| 8 |
FVP - Integration Services - Global Technology |
Bank of America Merrill Lynch |
|
Aug 2002–Feb 2010 |
7 yrs 7 mos |
| 9 |
Global Technology Infrastructure - Business Management |
Instinet Corporation |
|
Feb 2000–Aug 2002 |
2 yrs 7 mos |
| 10 |
Client Services Director |
AT&T Solutions |
|
Feb 1996–Feb 2000 |
4 yrs 1 mo |
| 11 |
Owner |
Format Data Ltd. |
|
Feb 1995–Feb 1996 |
1 yr 1 mo |
| 12 |
Head of Corporate Networks |
Thorn EMI |
|
Feb 1989–Aug 1994 |
5 yrs 7 mos |
| 13 |
Snr Data Engineer |
Goldman Sachs |
|
1987–1989 |
2 yrs |
| 14 |
Higher Executive Officer |
BT |
|
1981–1987 |
6 yrs |