| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Head Of Wealth Management |
Wedbush Securities |
Los Angeles, California |
Mar 2019–Present |
2 yrs 3 mos |
| 2 |
President of U.S. Markets Wilmington Trust Wealth Advisory |
Wilmington Trust |
United States |
Jan 2018–Present |
3 yrs 5 mos |
| 3 |
CEO |
GliaLab |
Los Angeles, California |
Oct 2016–Feb 2019 |
2 yrs 5 mos |
| 4 |
Co-Head of the Executive National Practice Group |
BNY Mellon Wealth Management |
New York, NY |
Jan 2016–Jan 2018 |
2 yrs 1 mo |
| 5 |
Member of the Operating Committee |
BNY Mellon Wealth Management |
|
Oct 2015–Jan 2018 |
2 yrs 4 mos |
| 6 |
President, Los Angeles Region |
BNY Mellon Wealth Management |
Greater Los Angeles Area |
Aug 2015–Jan 2018 |
2 yrs 6 mos |
| 7 |
Adjunct Professor |
Northwestern University |
Chicago, IL |
May 2014–Aug 2015 |
1 yr 4 mos |
| 8 |
Advisor |
Edward Jones Investment Co |
Greater Chicago Area |
Apr 2013–Aug 2015 |
2 yrs 5 mos |
| 9 |
Managing Director |
UBS |
New York & Greater Chicago Area |
Feb 2003–Apr 2013 |
10 yrs 3 mos |
| 10 |
Vice President |
Prudential Securities Inc. |
|
Sep 1993–Feb 2003 |
9 yrs 6 mos |