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No Role Company Company Address Dates Employed Employment Duration
1 Vice President, Institutional Marketing Capital Group Los Angeles Metropolitan Area Jul 2020–Present 11 mos
2 Vice President, Head of Digital Products, Tools, & MarTech Capital Group | American Funds Los Angeles Metropolitan Area Jan 2018–Jun 2020 2 yrs 6 mos
3 Vice President, Head of Campaign Management & Business Management Capital Group | American Funds Los Angeles Metropolitan Area Apr 2014–Jan 2018 3 yrs 10 mos
4 Vice President, Head of Marcom & Digital Fidelity Investments Feb 2009–Mar 2014 5 yrs 2 mos
5 Vice President Fidelity Investments 2005–Mar 2014 9 yrs
6 Director Fidelity Investments 2000–2005 5 yrs
7 Manager Fidelity Investments 1995–2000 5 yrs

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