| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Managing Director of Residential Loan Sales |
Boston Private |
San Francisco Bay Area |
Apr 2020–Present |
1 yr 2 mos |
| 2 |
Vice President, Lending Products & Strategy |
Charles Schwab |
San Francisco, California |
Jun 2017–Jan 2019 |
1 yr 8 mos |
| 3 |
Chief Lending Officer |
sindeo |
San Francisco Bay Area |
Mar 2015–Feb 2016 |
1 yr |
| 4 |
Senior Vice President, Lending Strategy, Products & Sales |
First Republic Bank |
San Francisco Bay Area |
Jan 2015–Mar 2015 |
3 mos |
| 5 |
Vice President, Lending Strategy, Products & Sales |
First Republic Bank |
San Francisco Bay Area |
Aug 2007–Jan 2015 |
7 yrs 6 mos |
| 6 |
Director - Secondary Marketing |
First Republic Bank |
San Francisco Bay Area |
Feb 2003–Aug 2007 |
4 yrs 7 mos |
| 7 |
Manager - Secondary Marketing |
First Republic Bank |
San Francisco Bay Area |
Jun 1999–Feb 2003 |
3 yrs 9 mos |
| 8 |
Manager |
TransAmerica HomeFirst |
|
Oct 1996–Mar 1999 |
2 yrs 6 mos |
| 9 |
Manager |
American Senior Income |
|
Jun 1993–Oct 1996 |
3 yrs 5 mos |