| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Senior Vice President, Sales and Chief Marketing Officer of Retirement Solutions |
Pacific Life |
Newport Beach, California, United States |
Apr 2020–Present |
1 yr 2 mos |
| 2 |
Managing Director, Head of Individual Annuity |
AXA Distributors, LLC |
Greater New York City Area |
Dec 2016–Apr 2020 |
3 yrs 5 mos |
| 3 |
Head of Business Development and 401k |
AXA US |
|
Jan 2011–Dec 2016 |
6 yrs |
| 4 |
Chief Sales Officer |
AXA Global Distributors |
|
Aug 2008–Jan 2011 |
2 yrs 6 mos |
| 5 |
Divisional Sales Manager |
AXA Distributors |
|
2004–2008 |
4 yrs |
| 6 |
DVP |
scudder |
|
Sep 2002–Aug 2004 |
2 yrs |
| 7 |
Regional Sales Manager |
First Trust Portfolios |
|
Oct 1998–Feb 2002 |
3 yrs 5 mos |
| 8 |
Wholesaler |
PLANCO |
|
Jul 1994–Oct 1998 |
4 yrs 4 mos |
| 9 |
Vice President and Senior Product Manager |
Banc of California |
Orange County, California, United States |
Aug 2019–Present |
1 yr 10 mos |
| 10 |
Vice President and Product Manager |
East West Bank |
Greater Los Angeles Area |
Nov 2014–Aug 2019 |
4 yrs 10 mos |
| 11 |
Vice President and Product Manager |
City National Bank |
Greater Los Angeles Area |
Aug 2011–Nov 2014 |
3 yrs 4 mos |
| 12 |
Credit Analyst |
California Bank & Trust |
Los Angeles |
Aug 2009–Aug 2011 |
2 yrs 1 mo |
| 13 |
Associate |
Outsource Partners International |
|
Jun 2008–Apr 2009 |
11 mos |
| 14 |
Business Analyst |
Fidelity National Information Services |
|
Feb 2005–Jan 2007 |
2 yrs |
| 15 |
Programmer/Analyst |
Decore-ative Specialties |
|
Aug 2003–Feb 2005 |
1 yr 7 mos |