| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Principal and Chief Credit Officer |
Freedom Financial Funds, LLC |
Calabasas, CA |
Apr 2016–Present |
5 yrs 2 mos |
| 2 |
Chief Underwriter/Vice President |
Partners Capital Solutions, Inc. |
Calabasas Hills |
Jan 2012–Mar 2016 |
4 yrs 3 mos |
| 3 |
Advisory Board, Past President |
CREW Los Angeles |
|
1989–2016 |
27 yrs |
| 4 |
Director/Treasurer |
HomeAid Los Angeles/Ventura |
|
2002–Dec 2012 |
10 yrs |
| 5 |
EVP/Commercial Real Estate Manager |
The Private Bank of California |
|
2007–2010 |
3 yrs |
| 6 |
Senior Vice President/Team Manager |
City National Bank |
|
1991–2007 |
16 yrs |
| 7 |
Vice President/Team Leader |
Security Pacific National Bank |
|
1986–1991 |
5 yrs |