| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
CEO |
North Capital Investment Technology |
Greater Salt Lake City Area |
Jan 2014–Present |
7 yrs 5 mos |
| 2 |
CEO |
North Capital Private Securities Corporation |
Greater Salt Lake City Area |
Jan 2011–Present |
10 yrs 5 mos |
| 3 |
CEO / CIO |
North Capital, Inc. |
Greater Salt Lake City Area |
Oct 2008–Present |
12 yrs 8 mos |
| 4 |
Senior Managing Director |
Bear Stearns & Company |
San Francisco |
Sep 2003–Oct 2008 |
5 yrs 2 mos |
| 5 |
Managing Partner |
Private Fund |
San Francisco |
Apr 1999–Sep 2003 |
4 yrs 6 mos |
| 6 |
Executive Vice President |
Tokai Asia Ltd |
|
Jun 1996–Mar 1999 |
2 yrs 10 mos |
| 7 |
Managing Director |
Bankers Trust Company |
|
1987–1996 |
9 yrs |
| 8 |
Associate |
Samuel Montagu |
|
May 1985–Nov 1987 |
2 yrs 7 mos |