Group, solo, and concierge travel.

REALTOR®BRE#01996670Investment Associate specializing in 1031 exchanges.

- see below for description

(During LSAT studies)• Performed all recruiting operations.• Hired and managed the Financial Advisors.

- Certified Mortgage Loan Originator (MLO) with the Nationwide Mortgage Licensing System & Registry (NMLS); NMLS #692866- Provide a complete financial solution to both small business and consumer clients.- Act as a liaison between the clients and other bank specialists to ensure convenience for the clients.- Provide high value of customer service, proactively educating clients about Bank products and services as well as banking rules and regulations.- Monitor the consumer banking Profit and Loss record to ensure branch profitability.- Demonstrate the ability to cross-sell consumer lending, cash management, and investments to the clients.

- An independent medical aid company offering private duty home care, non-home "add-on" (hospital, assisted living, etc.) care and on-site first aid services for a range of venues (arenas, concert sites, city centers, etc. - contracts with the metro area's largest, most frequented venues). - Responsible for allocating funds to bring variety of services to different market segments.- Arrange financing for different venues and events, tailoring to specific client needs while optimizing firm’s fiscal viability.- Continuous accounting for cash flow, potential and incurred expenses, and optimal revenue generation.- Cover business/corporate development, strategy and client relations, operating remotely. - Relationship management, prospecting and securing strategic relationships for present company development and future growth.- Assembled marketing plan to cross-sell, resulting in a 21% increase in product, and associated product services, sales between Q3 2009 - Q2 2010.- Formulated and implemented revised strategy and tactics plan to reach more small to mid-size businesses and venues, resulting in a two-fold increase of said business segment in a 9-month period.

- SVB provides financial services to entrepreneurial companies in the technology, life science, private equity and wine industries.- Served as primary support for all West Coast (Silicon Valley and Southern California) private equity and venture capital activities.- New client acquisition & deal sourcing, due diligence/underwriting, credit & boarding processes, client interaction, management & support. - Relationship management of all portfolio client accounts (>200 clients, >500 loans, average loan size between $1MM - $50MM+). - Acted as internal consultant, presenting new ideas & strategies, based on a comprehensive understanding of the competitive landscape. - Portfolio management- financial statement collection & analysis, continuous portfolio monitoring, calculation & verification of covenants.

- Square 1 Bank is a de novo (startup, established 2004) venture bank providing financial services to VCs, their startups and entrepreneurs.- Responsible for a portion of Startup Company deals (life sciences, technology, SaaS, green companies, etc.).- Portfolio Officer & Manager of the Venture Capital Services (VCS) group - served in Analyst and Associate roles prior to VCS Manager.- Built from scratch, trained & managed the VCS Analyst/Associate group (7 members) - directly responsible for each individual's training and development, as well as the growth, management and servicing of our client base, and overall team success.- Responsible for all aspects of internal and external business development for the venture capital/private equity division. - Served as sole liaison between the Headquarters and company VP's in countrywide offices (covered both East and West coast hours). - Key participant in growing bank assets under management from $250,000,000 to over $1,000,000,000 2006-07. - Directly responsible for largest bank segment (VC), with a total portfolio in excess of $250,000,000, comprised of more than 40 VC firms.- Personally secured and serviced over $150,000,000 in new client accounts and relationships. - Banker/Relationship Manager for PE/VC clients - advised clients on deal terms, covenants and structure; due diligence, financial/legal agreement analysis, loan underwriting, negotiation & collection of loan documents, credit approval & loan boarding, reporting/compliance of loan portfolio.