| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Sales Director of Western USA, Wells Capital Management |
Wells Fargo |
San Francisco |
2010–Present |
11 yrs |
| 2 |
VP, Business Development Head of Western USA, Financial Institutions Group |
Wells Fargo |
San Francisco |
2006–2010 |
4 yrs |
| 3 |
VP & Head of Partnerships, Business Custom Capital |
Wells Fargo |
San Francisco |
2004–2006 |
2 yrs |
| 4 |
Head of Strategic Partnerships |
NewRiver, Inc. (Acquired by Broadridge Financial Solutions) |
San Francisco |
2000–2004 |
4 yrs |
| 5 |
International Equity Risk Group Manager |
BlackRock (formerly Barclays Global Investors) |
San Francisco |
1997–1999 |
2 yrs |
| 6 |
Wealth Management Practice Leader: Orange County |
Charles Schwab |
Orange County, California Area |
1995–1997 |
2 yrs |
| 7 |
Financial Consultant: Century City |
Merrill Lynch |
Greater Los Angeles Area |
1993–1995 |
2 yrs |