| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
SVP - Technology Banking |
City National Bank |
San Francisco Bay Area |
Jun 2019–Present |
2 yrs |
| 2 |
Director |
Union Bank |
San Francisco Bay Area |
Aug 2018–Jun 2019 |
11 mos |
| 3 |
VP - Software Recurring Revenue |
PNC |
San Francisco, California |
Apr 2015–Jun 2018 |
3 yrs 3 mos |
| 4 |
VP - Credit Manager - Technology Lending |
Wells Fargo |
San Francisco |
Apr 2014–Apr 2015 |
1 yr 1 mo |
| 5 |
VP - Software Recurring Revenue |
Wells Fargo Capital Finance |
Santa Monica |
Apr 2010–Mar 2014 |
4 yrs |
| 6 |
Senior Associate - M&A Diligence |
Duff & Phelps |
Los Angeles / Santa Monica |
Jul 2007–Apr 2010 |
2 yrs 10 mos |
| 7 |
Cap Markets |
Deloitte |
|
May 2006–Aug 2006 |
4 mos |
| 8 |
Senior Analyst |
American Mortgage Consultants, Inc. |
|
|
|
| 9 |
AVP Reverse Mortgage |
American Mortgage Consultants, Inc. |
Tampa/St. Petersburg, Florida Area |
Dec 2017–Present |
3 yrs 6 mos |