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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Manager Investor Services
      • Nov 2021 - Present
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director, Operations & Client Services, Private Capital Markets
      • Jan 2020 - Oct 2021

      FINRA 7, 63- Registered Representative with Vigilant Distributors LLC, Member FINRA/SIPC which is not affiliated with Broadmark Realty Capital or its affiliates.

    • Private Capital Markets
      • Nov 2019 - Jan 2020

      FINRA 7, 63- Registered Representative with Broadmark Capital, Inc, Member FINRA/SIPC

    • Sr. Registered Client Services Associate
      • May 2018 - Nov 2019

    • United States
    • Software Development
    • 100 - 200 Employee
    • Associate Vice President - Client Service Manager
      • Sep 2016 - Apr 2018

    • Associate Vice President - Service Team Manager
      • May 2016 - Sep 2016

    • Client Service Associate
      • Aug 2014 - May 2016

    • Investment Management
    • 1 - 100 Employee
    • Director of Trading - Institutional Equities
      • Mar 1998 - Jan 2008

    • Manager of Operations & Portfolio Administration -Seattle Office
      • Mar 1998 - Dec 2007

    • Project Manager - 120/20 Investment Fund
      • Jun 2007 - Sep 2007

    • Canada
    • Wholesale Import and Export
    • Registered Securities Trader 7, 63
      • May 1991 - Mar 1998

    • Manager of Operations / Domestic & International Settlements
      • Sep 1997 - Feb 1998

    • Manager of Trading / High Net Worth Advisor Desk
      • Apr 1996 - Feb 1998

    • Manager of Trading Technology
      • Jan 1990 - Feb 1998

Education

  • Southern Illinois University, Edwardsville
    Bachelor of Science - BS, Business Administration/General Accounting
  • Truman State University
    Accounting
  • Southwestern Illinois College
    Associate of Applied Science (AAS), Accounting
  • z Kaiserslautern American High School, West Germany
    Diploma

Community

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