| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Chief Administrative Officer and General Counsel |
ClearCapital.com, Inc. |
Truckee, CA |
2008–Present |
13 yrs |
| 2 |
Consultant |
HRH Legal Consulting |
Lake Tahoe, CA |
2005–2008 |
3 yrs |
| 3 |
General Counsel and Chief Compliance Officer |
Standard Pacific Capital, LLC |
San Francisco, CA |
2003–2005 |
2 yrs |
| 4 |
Principal and Associate General Counsel |
Robertson Stephens, Inc. |
San Francisco, CA |
1998–2002 |
4 yrs |
| 5 |
Corporate Associate |
Brobeck, Phleger & Harrison LLP |
Palo Alto, CA |
1994–1998 |
4 yrs |
| 6 |
National Marketing Director |
American National |
Glenview, Illinois, United States |
Jan 2018–Present |
3 yrs 5 mos |
| 7 |
General Agent |
Lincoln Financial Group |
Glenview, Illinois, United States |
Jan 2010–Present |
11 yrs 5 mos |
| 8 |
Owner & Founder |
The Life Insurance Pro.com |
Glenview IL 60026 |
Jan 1995–Present |
26 yrs 5 mos |
| 9 |
Brokerage General Agent |
American General Life Companies is now part of the AIG Family! |
Chicagoland |
Mar 2004–Present |
17 yrs 3 mos |
| 10 |
Regional General Agent |
AIG (Partners Group) |
Greater Chicago Area |
May 2015–Present |
6 yrs 1 mo |
| 11 |
Creator/CEO |
Homegoing Plan® |
Glenview IL |
Jan 2017–Present |
4 yrs 5 mos |