Education
UW Foster School of Business
, Pacific Coast Banking School 2002-01-01 - 2005-01-01University of California, Berkeley, Haas School of Business
Bachelors, Business Administration - Finance 1993-01-01 - 1997-01-01Work Experience
Sunward
Current
Sunward
CalPrivate Bank
2021-08-01 - 2023-03-01
CalPrivate Bank
First Choice Bank in California
2019-09-01 - 2021-07-01
First Choice Bank in California
MUFG
2002-03-01 - 2019-08-01
MUFG
Lehman Brothers
1999-07-01 - 2002-03-01
Lehman Brothers
Merrill Lynch
1997-06-01 - 1999-06-01
Merrill Lynch
Skills
Summary
Specialties: structured fixed income securities, corporate finance, mergers and acquisitions