| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Founder, Managing Director |
Global Pacific Capital, LLC |
San Francisco Bay Area |
Aug 2018–Present |
2 yrs 10 mos |
| 2 |
Board Member of Patient and Family Advisory Council, Stanford Cancer Institute |
Stanford Health Care |
Palo Alto, CA |
2014–Present |
7 yrs |
| 3 |
Head of Capital Markets |
CleanFund Commercial PACE Capital, Inc. |
Sausalito, CA |
Aug 2016–Aug 2018 |
2 yrs 1 mo |
| 4 |
Head of Distribution |
Aegon Asset Management |
Cedar Rapids, IA., San Francisco, CA. |
Feb 2015–Sep 2016 |
1 yr 8 mos |
| 5 |
Head of Institutional Sales and Distribution |
RS Investments |
San Francisco Bay Area |
Jun 2011–Dec 2013 |
2 yrs 7 mos |
| 6 |
Head of Western Region |
ING |
San Francisco Bay Area |
Jun 2005–Jul 2011 |
6 yrs 2 mos |
| 7 |
SVP, Senior Portfolio Advisor |
Seneca Capital Management |
San Francisco Bay Area |
2000–2005 |
5 yrs |
| 8 |
Global Head of exchange traded derivatives |
Goldman Sachs |
New York City, Tokyo, London |
1999–2000 |
1 yr |
| 9 |
Head of exchange traded derivatives |
J.P. Morgan |
New York, NY and San Francisco |
1993–2000 |
7 yrs |