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2193 Fillmore Street, San Francisco, CA 94115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2021-12-03 |
Branch Locations
2193 Fillmore Street, San Francisco, CA 94115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckinsey & Co | New York | NY | 01/2016 | 01/2018 |
| Wells Fargo Bank | San Francisco | CA | 02/2018 | 06/2021 |
| Strong Bridge Advisors Llc | San Francisco | CA | 06/2021 | Present |
(1) Pro-Sapient, Investment Related, Raleigh, NC, Expert Network Company, Expert Consultant; Start Date: January 2021 - present, 0-1 Hours per month devoted (approx.. 10 hours per year), 0 hours per month devoted during securities trading, meets with clients to provide expertise; business and financial industry consulting, government consulting (government policy based on previous experience working with US Treasury) 2) Antheneum Advisory, Investment Related, Raleigh, NC, Strategy Consulting Expert Network Company, Expert Consultant, Start Date: January 2021 - present, 0-1 Hours per month devoted (approx. 10 hours per year), 0 hours per month devoted during securities trading, Meets with client to provide expertise; business and financial industry consulting, government consulting (government policy based on previous experience working with US Treasury) (3) TSX Venture - "Navigator Acquisition Corp", investment Related, New York, NY, Capital Pool Company registered in Canada focusing on the evaluation and identification of businesses and assets with a view to complete a qualifying transaction, Board of Director, Start Date: October 2022, 2-3 hours per month devoted, 0 hours per month devoted during securities trading hours, provides corporate advisory, governance, and risk advice to the board.
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