| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Chief Executive Officer |
Capital Solutions Network, LLC |
Greater Los Angeles Area |
2015–Present |
6 yrs |
| 2 |
Managing Director |
RIA |
Greater Los Angeles Area |
2013–2015 |
2 yrs |
| 3 |
Senior Managing Director |
US Bank |
California, Arizona, Nevada |
2009–2013 |
4 yrs |
| 4 |
Head of Wealth Management, Western United States |
Bank Leumi |
|
2008–2008 |
less than a year |
| 5 |
Senior Vice President; Regional Managing Director wealth managment; Community Banking President |
Wells Fargo |
|
1992–2008 |
16 yrs |