| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Private Mortgage Consultant |
Union Bank |
350 California St, 1th Fl |
Feb 2018–Present |
3 yrs 4 mos |
| 2 |
Partner |
Sympheron Partners LLC |
|
Apr 2015–Present |
6 yrs 2 mos |
| 3 |
Branch Manager & Loan Officer |
Peoples Home Equity |
San Francisco, CA |
Jun 2016–Feb 2018 |
1 yr 9 mos |
| 4 |
Branch Manager & Loan Officer |
CMG Financial |
San Francisco, CA |
Oct 2012–Jun 2016 |
3 yrs 9 mos |
| 5 |
Director - Real Estate & Gaming Investment Banking |
Wells Fargo Securities (Wachovia Securities) |
San Francisco |
Jun 2007–Sep 2012 |
5 yrs 4 mos |
| 6 |
Associate - Gaming & Consumer Investment Banking |
CIBC World Markets |
Los Angeles, CA |
Mar 2006–May 2007 |
1 yr 3 mos |
| 7 |
Associate - Real Estate Investment Banking |
J.P. Morgan Securities |
New York, NY |
Jul 2004–Feb 2006 |
1 yr 8 mos |
| 8 |
Investment Banking Summer Associate |
SG Cowen |
San Francisco, CA |
Jun 2003–Aug 2003 |
3 mos |
| 9 |
Senior Consultant |
Capgemini Ernst & Young LLC |
Atlanta, GA |
Jan 1999–Jun 2002 |
3 yrs 6 mos |
| 10 |
Business Planning Intern (Anaheim) & Industrial Engineering Co-op (Orlando) |
The Walt Disney Company |
Orlando, Florida Area |
Jan 1995–Dec 1997 |
3 yrs |