| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Senior Private Mortgage Banker |
Ladera Lending, Inc. |
Irvine, California, United States |
Jul 2020–Present |
11 mos |
| 2 |
Managing Director - Wealth Management |
Spotlight Asset Group, Inc. |
Orange County, California Area |
Feb 2019–Jul 2020 |
1 yr 6 mos |
| 3 |
Private Client Lending Advisor |
PCMA Private Client Lending |
|
Nov 2019–Mar 2020 |
5 mos |
| 4 |
Vice President - Wealth Management |
Citi |
Orange County, California Area |
Jun 2017–May 2018 |
1 yr |
| 5 |
Vice President - Private Client Advisor |
J.P. Morgan |
Orange County, California Area |
Apr 2015–Jun 2017 |
2 yrs 3 mos |
| 6 |
Investment Consultant - Beverly Hills/New York City |
TD Ameritrade |
9757 Wilshire Blvd, Beverly Hills, CA 90212 ; 430 Park Avenue New York, NY 10022 |
Mar 2013–Apr 2015 |
2 yrs 2 mos |
| 7 |
Private Banker |
Wells Fargo |
Short Hills,NJ & Westfield, NJ |
Aug 2011–Mar 2013 |
1 yr 8 mos |
| 8 |
Senior Risk Operations Analyst |
Bank of America |
Newark, NJ |
Mar 2007–Mar 2010 |
3 yrs 1 mo |
| 9 |
Rutgers Chapter Past VP |
Alpha Phi Delta national Fraternity |
|
2005–2008 |
3 yrs |