Black Diamond Performance Reporting, LLC Vice President of Advisory Sales,Relationship & Channel Management November 2011 — Present
Charles Schwab Vice President, Schwab Advisor Services Business Integration and Trust Asset Services February 2010 — November 2011
Charles Schwab- Schwab Institutional Vice President-Trust Asset Services Product Management July 2005 — November 2011
Charles Schwab Vice President-Schwab Institutional- Product Management Investment and Wealth Management Products September 2001 — April 2006