美商保德曼金融服务国际有限公司 – 首席顾问 Managing Director – Provident Capital Management Inc. 花旗投顾 (花旗集团资产管理公司) - 副总裁 Vice President – Citicorp SICE Inc. (Citigroup Asset Management). 所罗门美邦投顾 (花旗集团) -总经理 General Manager (SICE) - Salomon Smith Barney SICE (Citigroup SSB). 美国银行消费金融 - 经理 (投资部) Manager (Investment Dept.) - Bank of America Taiwan Retail. 怡富投顾 - 襄理 (个人理财部) Assistant Manager (Private Banking) -