Professional Experience
Two industries, two decades of leadership
A timeline assembled from public records and published profiles. Dates shown are those that could be verified; earlier roles are listed without dates where none were publicly confirmed.
Early career — dates not publicly confirmed
Thomas Cook Travel — Regional Sales Manager, Mid-Atlantic
Managed regional sales across the Mid-Atlantic before moving to the airline industry.
Early career — dates not publicly confirmed
Eastern Airlines — National Sales Manager
Rose to manager of national sales; the airline ceased operations in 1991, prompting her transition into finance.
1993 – 1995
Credit Suisse — Bond Trading Floor, U.S. Government Securities
Traded U.S. government securities and taxable fixed income — experience she later cited on the campaign trail: "I understand how our debt works."
1995 – 2002
Morgan Stanley — Vice President of Investments
Advised across equities and IPOs, currencies, global markets, mutual funds, municipal bonds, convertibles, options, managed futures, and insurance products. Completed Morgan Stanley's specialized investment coursework at the Wharton School (1996–2001).
Post-2001
Wachovia — Personal Financial Planning
After September 11, moved from institutional markets to personal financial planning, helping individuals and families manage their financial lives. End date not publicly confirmed.
2008
Published Author
Co-authored Flirting with Finance with Kathleen Pickering; promoted the book in television appearances, including Lifetime's The Balancing Act.
2013 – 2014
Independent Candidate, U.S. House (VA-08)
Ran a publicly documented independent campaign; FEC filings report $29,655 in receipts. Received 5,420 votes (2.7%) in the November 4, 2014 general election.