Bachelor cum laude, University Pacific, 1975. Master of Arts, University Wisconsin, 1976.
Operations analyst, Visa International, San Mateo, California, 1977-1980; senior product manager, Bank of America, San Francisco, 1980-1981; assistant vice president, strategic planner California electronic banking division, Bank of America, San Francisco, 1981-1984; vice president, division strategic planner United States wholesale services world banking division, Bank of America, San Francisco, 1984-1985; vice president, head dealer corporation services, Bank of America, San Francisco, 1985-1989; vice-president, director retail banking administration, Bank of America, San Francisco, 1989-1990; vice president, Chief Financial Officer international private banking division, Bank of America, San Francisco, 1990-1992; vice-president, director, deputy manager international investment services, Bank of America, San Francisco, 1992-1993; vice president, head fiduciary policy, Bank of America, San Francisco, 1993-1995; senior vice-president, director private banking, trust and investment management, Bank of America, San Francisco, 1995-1997; senior vice president, deputy managing director international private banking, Bank of America, San Francisco, since 1997.
Board regents University Pacific, Stockton, California, 1984-1985, 91—. Treasurer president's junior advisory council Bank of America, 1982-1983. Active executive committee Campaign for Wisconsin, since 1991.
Board directors University Wisconsin Foundation, since 1995. Board visitors College of Letters and Science University Wisconsin, Madison, since 1995. Member advisory board program in medicine and philosophy California Pacific Medical Center, San Francisco, since 1993.
Member Pacific Council on International Policy, since 1996. Member China study group Pacific Council on International Policy and Rand Corporation, since 1996. Honorary advisor China Society for People's Friendship Studies, since 1992.
Member National Vehicle Leasing Association (treasurer 1988-1989), World Affairs Council, California Academy of Sciences, Commonwealth Club California, Bank American Club, Bankers Club San Francisco, World Trade Club, University Club, The Museum Society, California Legion of Honor, Bascom Hill Society University Wisconsin, President's Circle University Pacific, National Society History Preservation, 1841 Club-Punahou School, Odyssey Club.