Sand Hill Advisors, LLC - Palo Alto - Senior Managing Director. A Wealth Management firm that purchased the assets of Sutter Starmont Asset Management in 2003. At Sand Hill, joined their Board of Directors, Executive and Investment committees and served as both a Senior Portfolio Manager and Chief of Marketing and Business Development.
Sutter Starmont Asset Management - San Francisco - President and CEO. A boutique wealth management company that was the result of a brief merger of Sutter Street Capital and Starmont Asset Management. Recognized by Bloomberg as a top Wealth Manager.
Sutter Street Capital Management - San Francisco - President and CEO. An SEC registered RIA in conjunction with Northwestern Mutual Financial Services, to provide top-level investment planning and management to their largest Bay Area clients. Recognized by Bloomberg as a top Wealth Manager
Mullin Consulting - Bay Area - Practice Leader. A national firm that develops executive compensation and benefit strategies for major corporations.
Lehman Brothers - New York and San Francisco - Senior Vice President. Spent 13 years overseeing many of Lehman’s most significant institutional relationships.
United States Export-Import Bank - Washington, D.C. - Financial Analyst. Specialist concentrating on US-Latin America trade issues.
Philanthropic Endeavors
Education
Corporate Board Activities
Education