| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Principal & CEO |
Freedom Financial Funds, LLC |
Calabasas, CA |
May 2016–Present |
5 yrs 1 mo |
| 2 |
Managing Director and Chief Operating Officer |
Partners Capital Solutions, Inc. |
|
Jan 2009–Feb 2016 |
7 yrs 2 mos |
| 3 |
Pacific Western Regional Director |
Imperial Capital Bank |
|
May 2007–Aug 2008 |
1 yr 4 mos |
| 4 |
Vice President |
Wachovia Bank |
Los Angeles |
Oct 2005–May 2007 |
1 yr 8 mos |
| 5 |
President and CEO |
Klein Enterprises, Inc. |
|
May 1996–Sep 2001 |
5 yrs 5 mos |
| 6 |
Vice President |
Chase Manhattan Corporation |
Los Angeles and New York |
1988–1996 |
8 yrs |
| 7 |
Vice President |
Union Bank of California |
|
1982–1988 |
6 yrs |