Results-driven financial services entrepreneur with extensive experience working with Ultra High-Networth families to include financial planning, inter-generational wealth management and philanthropy.Proven record of success developing and implementing innovative strategies to drive growth, improvecustomer retention and increase market share Expansive professional and personal network cultivatedover decades in the Bay Area, facilitating robust partnerships and fostering opportunities forcollaboration and expansion. Adept at creating collaborative working environments and leveraging thestrengths of individual team members./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social