| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
President |
FundingShield LLC |
Newport Beach, California, United States |
Oct 2015–Present |
5 yrs 8 mos |
| 2 |
Committee Member |
California Mortgage Bankers Association |
Sacramento, California, United States |
Jan 2021–Present |
5 mos |
| 3 |
President |
Pelican Point Investment Group, LLC |
Greater Los Angeles Area |
Aug 2016–Present |
4 yrs 10 mos |
| 4 |
Managing Director & Partner |
Pelican Point Capital Partners, LLC. |
Greater Los Angeles Area |
Sep 2013–Aug 2016 |
3 yrs |
| 5 |
Chief Executive Officer (Interim) |
FundingShield LLC |
Newport Beach, CA |
Jan 2014–Oct 2015 |
1 yr 10 mos |
| 6 |
Financial Institutions Group Coverage & Solutions - Head Cross Asset Solutions & Structured Funding |
RBS |
|
Mar 2010–Jul 2013 |
3 yrs 5 mos |
| 7 |
Fund Derivatives & Structured Credit Products Trader |
RBS Greenwich Capital |
New York, London |
Sep 2005–Mar 2010 |
4 yrs 7 mos |
| 8 |
Analyst - credit correlation trading & marketing |
Goldman Sachs |
Greater New York City Area |
May 2004–Sep 2005 |
1 yr 5 mos |
| 9 |
Securitization - Project Manager |
Greenpoint Credit Corp |
Greater San Diego Area |
May 2003–Mar 2004 |
11 mos |