| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Head of Branch and Private Client |
Santander Bank, N.A. |
Boston, Massachusetts, United States |
Jan 2021–Present |
4 mos |
| 2 |
Head Of Private Banking and National Sales Manager Investments |
Union Bank |
Irvine, California |
Feb 2019–Jan 2021 |
2 yrs |
| 3 |
Head of Branch and Private Banking |
Union Bank |
Irvine, California |
Jul 2016–Jan 2019 |
2 yrs 7 mos |
| 4 |
Managing Director - Head of Residential Lending |
Union Bank |
Irvine, California |
Oct 2011–Jun 2016 |
4 yrs 9 mos |
| 5 |
SVP, Market President |
Union Bank |
|
Jan 2009–Sep 2011 |
2 yrs 9 mos |
| 6 |
National Sales Manager |
Countrywide Investment Services, Inc |
|
2006–2009 |
3 yrs |
| 7 |
EVP, National Specialized Sales |
Bank of America |
|
Sep 2004–Oct 2006 |
2 yrs 2 mos |
| 8 |
Market President, San Diego |
Wells Fargo Bank |
|
Sep 1991–Jul 2004 |
12 yrs 11 mos |