
Timeline
About me
Director, Custom Credit Executive
Education

Arizona state university
-Bachelor of science - bs finance, general
California state university, fullerton
-Master of business administration - mba accounting and finance
Experience

Citi private bank
Jan 2001 - Jan 2011Director, tailored lendingLos Angeles and San Francisco

Merrill lynch
Jan 2011 - Jan 2013Financial advisor
Citibank private bank
Jan 2014 - Jan 2016Director, tailored lending
Merrill lynch
Jan 2017 - nowDirector, credit executive custom lending7+ years negotiating deals with the largest clients of Merrill. Collateral included commercial real estate, art, yachts, restricted and concentrated stock as well as ranches and vineyards. Unsecured loans or loans with abundance of caution collateral were also negotiated and closed.
Licenses & Certifications

Series 7
Financial industry regulatory authority
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