Vice President, Senior Relationship Manager
San Francisco, California
First Republic Bank
Vice President, Senior Relationship Manager
Wells Fargo
Vice President, Senior Private Banker - Private Bank HUB
City National Bank
Team Leader, Senior Vice President and Senior Private Wealth Banker
CTC Consulting
Director, Capital Advisory Services
Financial Services Consulting- Client Acquisition and Fulfillment
Independent Consultant ,VC backed Early Stage Companies
Merrill Lynch
Wealth Management Banking, High Net Worth and UHNW clients
Union Bank
Vice President, Senior Private Banker
Boston Private Bank
Senior Vice President, Client Development
California Polytechnic State University-San Luis Obispo