| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Chief Customer Experience Officer |
Pacific Life Insurance Company |
|
Oct 2020–Present |
8 mos |
| 2 |
Vice President, Marketing - Retirement Solutions Division |
Pacific Life Insurance Company |
Newport Beach, CA |
Aug 2008–Oct 2020 |
12 yrs 3 mos |
| 3 |
Vice President, Investment Marketing |
MetLife |
Irvine, CA |
Oct 2007–Aug 2008 |
11 mos |
| 4 |
Senior Consultant |
Retirement Solutions, LLC |
Greater Los Angeles Area |
Jun 2004–Oct 2007 |
3 yrs 5 mos |
| 5 |
Senior Vice President, Product & Investment Marketing |
Jackson National Life |
Santa Monica, CA |
Dec 1995–Jun 2003 |
7 yrs 7 mos |
| 6 |
Regional Director |
Talbot Financial Distributors |
Greater Los Angeles Area |
1991–1995 |
4 yrs |
| 7 |
Marketing Associate |
First Annuity Corp. |
Greater Los Angeles Area |
1985–1990 |
5 yrs |
| 8 |
Vice President Relationship Manager-Business Banking |
Banc of California |
Santa Ana, Ca |
Jan 2020–Present |
1 yr 5 mos |
| 9 |
VP Relationship Manager III |
Pacific Premier Bank |
Irvine, Ca |
Dec 2015–Nov 2018 |
3 yrs |
| 10 |
VP Buiness Development Officer |
Triumph Healthcare Finance |
Irvine, CA |
Jan 2015–Nov 2015 |
11 mos |
| 11 |
AVP Sales Support Operations |
Citi |
Irvine, CA |
Jul 2013–Jan 2015 |
1 yr 7 mos |
| 12 |
VP Portfolio Manager |
East West Bank |
Pasadena, CA |
Jan 2010–Jul 2013 |
3 yrs 7 mos |