• Worked directly with high net-worth clients in developing and implementing strategies to address their financial, investment, insurance, tax, and estate planning needs in collaboration with an investment team, including an estate planning attorney, CPA, insurance specialist, trader, and operations specialist.• Served as point person for all client relationships. • Thoroughly analyzed client’s financial background.• Assisted in creating, executing, and managing complex financial plans.• Drove business in market by identifying and capitalizing on new business opportunities. • Managed approximately $25M in assets using proprietary portfolios, risk management strategies, and private equity investment vehicles. • Cultivated, maintained, and managed client relationships across Northern California region, covering Sacramento, Placer, Sonoma, Marin, Napa, Shasta, Fresno, San Mateo, and Alameda counties. • Comprehensively analyzed securities and delivered to managing directors by gathering information from company financial statements, 10-Qs, 8-Ks, S-4s, and other SEC filings.

• Advised clients on financial and investment matters, providing recommendations based on a client’s financial goals and objectives and aversion to risk. • Created financial models to illustrate potential investment strategies for clients.• Successfully built a book of 100 clients with an estimated net value of $150M, maintaining relationships by tracking client portfolio progress.• Ranked in Top 10 among all investment consultants based on business development success in 2015.

• Designed and developed product, system, software, and hardware requirements for Class II and Class III medical devices, allowing for implementable and verifiable designs, meeting the needs of St. Jude Medical customers, and complying with regulations from FDA, FCC, CSA, TUV, and other agencies. • Collaborated on multiple product lines, including implantable neuromodulators and hand-held programming devices used by physicians and patients. • Supported all activities to verify and validate product requirements and customer requirements by writing and releasing verification protocols for hardware and software requirements, providing guidance to technicians in execution of these verification protocols, using data gathered through the protocols to prepare verification reports, and working with team members to create complete trace matrices. • Developed software and architecture documents for design purposes using product and software requirements.• Developed detailed hardware and software specifications for an implantable neuromodulator based on requirements and architecture documents. • Created firmware for a microcontroller for an implantable medical device with modules that included ADC drivers used by I/O to monitor device status and external environment, power/battery management, battery charging, diagnostics and logging, drivers for near-field communication using a wireless RS-232 to SPI interface, RF far-field communications, memory, interrupt scheduling and I/O resource control. • Reviewed software code and implement changes into the Software Configuration Management system. • Conducted risk management functions, including hazard analysis, design/application/software FMECAs, and risk benefit analysis on new designs.• Established methods to analyze current inspection and test plans on products in production and implemented findings to drive creation of acceptance activities meeting quality system regulations. • Contributed to FDA audits.

Developed innovative approaches to wireless communication with emphasis on saving power and decreasing unit costs by reducing complexity in integrated devices.

Aided in designing and testing components for RF communications circuits using computer modeling and performing verification tests. Created PCB layouts of both Agile RF parts and test fixtures.