| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Head of Family Office Practice - East West Bank | East West Markets |
East West Bank |
Dallas/Fort Worth Area |
Sep 2018–Present |
2 yrs 9 mos |
| 2 |
Executive Director - Corporate Banking |
J.P. Morgan |
Dallas |
Sep 2013–Aug 2018 |
5 yrs |
| 3 |
Family Office Executive |
Tralee Partners LLC |
Dallas/Fort Worth Area |
2008–2013 |
5 yrs |
| 4 |
Executive Director - Private Equity |
BNY Mellon |
New York, NY |
2005–2008 |
3 yrs |
| 5 |
Director of Finance - M&A |
Entrodyne Corporation |
Roanoke, Virginia Area |
1997–2007 |
10 yrs |
| 6 |
Family Office Executive |
Private Family Office |
Dallas, TX |
2001–2005 |
4 yrs |
| 7 |
Board Member |
Pharmaca Integrative Pharmacy |
Boulder, CO |
2001–2004 |
3 yrs |
| 8 |
Family Office Executive |
Private Family Office |
Dallas, TX |
1995–2000 |
5 yrs |
| 9 |
Executive Chairman |
EnergyLine Systems, Inc. |
Berkeley, CA |
1995–2000 |
5 yrs |
| 10 |
Head of M&A - Capital Markets - Treasury |
SnyderGeneral Corporation |
Dallas, TX |
1990–1995 |
5 yrs |
| 11 |
Leveraged Finance |
Societe Generale |
Dallas, TX |
1986–1990 |
4 yrs |