Experience26+ Years
LevelCXO
Executive Overview
Commonwealth Financial Network®, Member FINRA (http://www.finra.org/) /SIPC (http://www.sipc.org/). Please review our Terms of Use. (http://www.commonwealth.com/termsofuse.html) Opinions expressed on this page are personal and do not represent Commonwealth Financial Network®
Career Timeline
- Jun 2020–Present· 6 yrs 4 mos
- Group Chief Financial OfficerCurrentJun 2020–Present
- Apr 2010–Jun 2020· 10 yrs 2 mos
- Director, Finance2019–Jun 2020
- Global Head of Financial Planning and Analysis2014–2019
- Head of US Distribution SupportApr 2010–2014
- Nov 2005–Apr 2010· 4 yrs 5 mos
- Manager, FinanceNov 2005–Apr 2010
- Nov 1999–Nov 2005· 6 yrs
- Client Relationship Manager2000–Nov 2005
- AccountantNov 1999–2000
Education
Master of Business Administration - MBA
Finance, General
Boston College Carroll School of ManagementBachelor's degree
Economics
Boston CollegeExecutive Relationship Map
Reports To
Jon Cleasby
Vice Chair & President
Chief Financial Officer
Chief Technology Officer
Chief Operating Officer