Experience
Makes all the difference
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
First Vice President - Wealth Management |
San Francisco |
November 2015 - Present |
Credit Suisse |
Director - Private Banking North America |
San Francisco |
September 2008 - November 2015 |
Lehman Brothers |
Senior Vice President |
San Francisco |
April 2002 - September 2008 |
Green Cay Asset Mangement |
Portfolio Manager/Analyst |
Palm Beach |
May 2001 - April 2002 |
Hambrecht & Quist |
Principal - Options Sales & Trading |
San Francisco |
May 1986 - May 2001 |
Personal & Community
- Board Member & Treasurer - Compass Family Services of San Francisco
- Member - Dean's Development Council, College of Business, San Francisco State University
Registered States:
CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, MN, NC, NE, NV, NY, OR, RI, SC, TX, VI, VT, WA