Experience

Lido Advisors, LLC

• United States
• Investment Management
• 100 - 200 Employee

• Senior Wealth Advisor

  • Feb 2023 - 11 months

  San Francisco Bay Area



SVB Private

• Banking
• 200 - 300 Employee

• Managing Director

  • Apr 2022 - Mar 2023

  Santa Clara, California, United States Helping clients meet their financial goals through integrated wealth management.



Boston Private

• United States
• Financial Services
• 200 - 300 Employee

• Senior Business Development Officer and Client Advisor

  • Oct 2014 - Apr 2022

  San Francisco Bay Area Business Development Sales, Client Advisor, Planning



Banyan Partners

• Investment Management
• 1 - 100 Employee

• Senior Client Advisor, Principal

  • Aug 2013 - Oct 2014

  San Francisco Bay Area For clients, I focus on preservation of assets while strategically growing portfolios to reach their objectives. I provide personalized, creative and comprehensive wealth management solutions to help grow and protect wealth in all market conditions. I do this through understanding clients needs and wants, going through a vigorous financial planning process to fully understand a client's financial blueprint, and to implement the best customized portfolio for each client. I work with… Show more For clients, I focus on preservation of assets while strategically growing portfolios to reach their objectives. I provide personalized, creative and comprehensive wealth management solutions to help grow and protect wealth in all market conditions. I do this through understanding clients needs and wants, going through a vigorous financial planning process to fully understand a client's financial blueprint, and to implement the best customized portfolio for each client. I work with high net worth individuals, families, and non-profits to educate and help understand the type of markets we are going through currently and how to position the portfolio for the future. Show less



Silver Bridge

• United States
• Financial Services
• 1 - 100 Employee

• Client Advisor

  • Jul 2010 - Jul 2013

  San Francisco, CA I focus on the design and implementation of financial planning strategies for families and individuals to achieve their goals. I provide exceptional client service to family relationships, individuals, endowments, and non-profits.



H&S Financial Advisors LLC

• Wealth Manager

  • Apr 2007 - Jul 2010

  Individuals, families, and not-for-profit organizations come to H&S Financial Advisors LLC for advice and wealth management that considers the total financial picture - from goals and objectives to regulatory requirements and risk management. Thorough and sound, our holistic approach strives to deliver strategic financial strategy and financial management solutions that can help clients succeed now and in the future. And we're independent, so clients can be sure that our advice promotes… Show more Individuals, families, and not-for-profit organizations come to H&S Financial Advisors LLC for advice and wealth management that considers the total financial picture - from goals and objectives to regulatory requirements and risk management. Thorough and sound, our holistic approach strives to deliver strategic financial strategy and financial management solutions that can help clients succeed now and in the future. And we're independent, so clients can be sure that our advice promotes their interests - not those of a product or service provider. In short, H&S Financial Advisors LLC offers more than generalized advice and pat answers; we deliver professionally crafted, comprehensive, and unbiased solutions designed to meet the individual needs of each of our clients. Show less