Senior Auditor, Asset Management and Hedge Funds
San Francisco, California
EY
Senior Auditor, Asset Management and Hedge Funds
Cisco
Instructor
Pemstar
Corporate Finance and International Operations and M and A Intern
Cisco
Board Member
Citi Private Bank
Director
Family Office Springcreek Advisors LLC
Director of Investment Research and Senior Portfolio Manager
University of San Francisco
Adjunct Faculty
Private Wealth Management
Senior Vice President (SVP)
Merrill Lynch
Finance and Investments Intern
US Trust/Bank of America Private Wealth Management
Senior Vice President and Private Client Advisor
University of Pennsylvania - The Wharton School
Certified Financial Planner
Chartered Financial Analyst (CFA) Charter
