2 decades of professional experience working with first generation of entrepreneurs, venture and private equity communities. I started my career at a top tiered tech investment banking firm, servicing the venture and private equity community, coordinating large block trades, which involves diligent communications with sales traders and market makers, ensuring safe and effective approaches that are required by large institutional investors. I also am experienced in strategies, such as, collars, pre-paid forwards, 10b5-1 plans, private stock sales, collaborating to provide best optimal pricing in the market place. I am recognized by peers for ability to resolve complex problems in a timely manner, a crucial characteristic in this time-sensitive industry. After 8 years in the capital markets, I switched my primary focus to building relationships with HNW families to build sophisticated wealth management strategies. I have helped exceed profit objectives regardless of unforeseen market shifts and rapidly changing business climates. I've learned to wear many hats in our business which has contributed to my success.I believe in dedication and hard work but also know when to step away to unplug from everyday hustle.My multi cultural background has brought me to appreciate every bit of a goodness that the life has to offer. I was born in Seoul South Korea and moved to Oregon when I was fourteen years of age. I served four years in the U.S. Air Force from 1990 to 1994, a Gulf War Veteran. A graduate of University of Hawaii at Manoa - Shidler Business College, majoring in International Business.My passion for life is shared by my wife, Grace and sons, Tyler and Cooper. I enjoy running, hiking, camping, and spending time together with extended family.Series 7 & 63 Licensed