| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Director |
ORIX Corporation USA |
San Francisco Bay Area |
Jul 2016–Present |
4 yrs 11 mos |
| 2 |
Director, Credit Underwriting |
White Oak Global Advisors, LLC |
San Francisco Bay Area |
May 2013–Jul 2016 |
3 yrs 3 mos |
| 3 |
Director |
Stamos Capital Partners, L.P. |
Menlo Park, CA |
Sep 2010–May 2013 |
2 yrs 9 mos |
| 4 |
Summer Associate |
The Blackstone Group |
New York, NY |
Jun 2009–Aug 2009 |
3 mos |
| 5 |
Vice President / Senior Investment Analyst |
WELLS FARGO & COMPANY |
San Francisco, CA |
Sep 2003–Jun 2008 |
4 yrs 10 mos |
| 6 |
Analyst |
WELLS FARGO & COMPANY |
San Francisco, CA |
Feb 2001–Mar 2003 |
2 yrs 2 mos |
| 7 |
Vice President, Portfolio Manager |
Mercantile Bank of Michigan |
Greater Detroit Area |
Dec 2018–Present |
2 yrs 6 mos |
| 8 |
AVP, Portfolio Manager |
Mercantile Bank of Michigan |
Greater Detroit Area |
Jun 2017–Dec 2018 |
1 yr 7 mos |
| 9 |
Assistant Vice President, Portfolio Management Officer II |
Bank of America |
Greater Detroit Area |
Jun 2014–Jun 2017 |
3 yrs 1 mo |
| 10 |
Officer, Commercial Lender |
Mercantile Bank of Michigan |
Lansing, Michigan Area |
Dec 2013–Jun 2014 |
7 mos |
| 11 |
Officer, Sr. Commercial Credit Analyst |
Mercantile Bank of Michigan |
|
Aug 2010–Dec 2013 |
3 yrs 5 mos |
| 12 |
Level IV Student Supervisor |
Michigan State University |
|
May 2007–May 2010 |
3 yrs 1 mo |