Aequitas Capital Management
Address: 5300 Meadows Rd, Lake Oswego, OR 97035 Phone: (503) 419-3500Place name: : : : Website: : : : Category: Own this business?
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Aequitas Capital Management Employees
Aequitas Capital Management May 2014 - Present
Abercrombie & Fitch June 2012 - August 2012
Bon Appétit Management Company February 2012 - April 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Public Speaking, Social Media, Accounting, Data Analysis, Regression Analysis, Data Entry, Financial Analysis
Education
University of Portland 2011 — 2015
Finance, General
Chief Outsiders May 2015 - Present
Michael L Morrison Marketing June 2014 - Present
Aequitas Capital Management August 2013 - June 2014
D.A. Davidson & Co. November 1993 - February 2013
Tramex Travel April 1983 - October 1993
Skills
Advertising, Public Relations, Marketing, Strategy, Online Marketing, Copywriting, Strategic Planning, Event Planning, Marketing Strategy, Public Speaking, Leadership, Media Relations, Management, Business Development, Speech Writing, Social Media, Product Marketing, Vendor Relations, Communication, Corporate Branding, Strategic Communications, Executive Management, Alternative Investments, Digital Media, Creative Direction, Financial Services, Strategic and Marketing..., Budgeting, Expense Control, Crisis Management, Talent Management, Special Event Planning, media, Customer Relations, Agency Relationship..., Talent Identification &..., Employee Engagement, Leading Organizational..., Product Development, Vendor Management, Internal Communications, Brand Marketing, eCommerce, Client Communications, Financial Communications, Website Development, Efficiency Improvements, Rebranding, Promotions, Turnaround Initiatives
Education
University of Montana 1975 — 1978
Peak Hosting November 2014 - Present
Aequitas Capital Management November 2013 - November 2014
Kforce Finance & Accounting Recruiting June 2005 - November 2013
Richardson & Farrell December 2001 - June 2005
Management Solutions October 1996 - December 2001
Information Resources Inc. 1993 - 1995
United Airlines 1991 - 1993
The Prudential 1986 - 1989
Skills
Recruiting, Temporary Placement, Career Development, Accounting, Executive Search, Internet Recruiting, Talent Acquisition, Applicant Tracking..., Staffing Services, Staff Augmentation, Contract Recruitment, Employer Branding, Payroll, Cold Calling, Human Resources, Screening Resumes, Hiring, Screening, Employee Benefits, Temporary Staffing, HR Consulting, Resume Writing, Permanent Placement, Job Descriptions, Outsourcing, College Recruiting, HRIS, Talent Management, Sourcing, Personnel Management, Onboarding, Employee Engagement, Career Counseling, Benefits Administration, Technical Recruiting, Interviews
Education
University of Chicago Graduate School of Business 1989 — 1991
MBA, Finance & Marketing
Bucknell University 1982 — 1986
BA, Economics & Mathematics
Aequitas Capital Management September 2013 - Present
Willamette University August 2012 - May 2014
Central Willamette Community Credit Union May 2013 - August 2013
JPMorgan Chase September 2011 - August 2012
VelaPoint April 2010 - September 2011
. 2003 - 2010
Skills
Essbase, Financial Analysis, Microsoft Excel, Data Analysis, Strategic Financial..., Leadership, Banking, Sales, Training, Customer Service, Financial Services, Analysis, Management, Credit, Accounting, Loans, Hip-Hop Dance, Cold Calling, Karl Fisher, Financial Planning
Education
Willamette University - Atkinson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Portland State University 2007 — 2009
Bachelor of Science, Economics
Clatsop Community College 2005 — 2007
Associate of Arts (AA)
Warrenton High School 2001 — 2005
Deloitte September 2014 - Present
Beta Alpha Psi University of Oregon April 2013 - April 2014
University of Oregon September 2011 - March 2014
Deloitte June 2013 - August 2013
Aequitas Capital Management June 2012 - September 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Word, Investments, Financial Reporting, Accounts Receivable, Invoicing, Finance, PowerPoint, Access, Private Equity, Due Diligence, Public Speaking, Event Planning, Leadership, Data Analysis, Teamwork, Time Management, Financial Accounting, Higher Education, Spanish, Marketing, Auditing, Data Entry, Microsoft Office
Education
University of Oregon 2013 — 2014
Master's Degree, Accounting
University of Oregon 2010 — 2013
Bachelor's of Science, Accounting
Aequitas Capital Management June 2014 - Present
The Geneva Foundation June 2014 - December 2014
The Geneva Foundation December 2011 - June 2014
The Kitsap Sun February 2010 - December 2011
USS Michigan (B) FSG August 2009 - April 2010
Bank of New York Mellon October 2008 - June 2009
Starbucks Coffee Company April 2007 - August 2008
TeleTech August 2004 - April 2007
Skills
Travel Management, Event Management, Customer Service, Marketing, Facebook, Leadership, Customer Satisfaction, Management, Time Management, Account Management, Microsoft Office, Customer Retention, Human Resources, Fundraising, Microsoft Excel, Software Documentation, Analysis, Social Media, Business Travel, Marketing Strategy, Advertising, Sales, Nonprofits, Salesforce.com, Event Planning, Market Planning, Profit, SEM, OMB Circular A-133, OMB, DTS, Federal Grants..., Online Advertising, Data Analysis, Government, Social Networking, Concur, Global Travel Management
Education
Liberty University
Master of Business Administration (MBA), Public Administration
University of Washington 2007 — 2009
Bachelor of Arts, Business Administration, Marketing
Olympic College 2004 — 2007
AAS
Designs For Health April 2014 - Present
Metabolic Maintenance Products August 2013 - March 2014
BioPharma Scientific 2013 - July 2013
Health Wright Products November 2008 - January 2013
Aequitas Capital Management January 2005 - April 2008
SG Securities September 2001 - December 2004
Kanzen, Inc 1998 - 2001
Airborne Express 1995 - 1997
Skills
Supplements, Health, New Business Development, Nutrition, Food, Online Marketing, Market Research, Business Strategy, Entrepreneur, Product Development, Competitive Analysis, Customer Relations, Entrepreneurship, Nutraceuticals, Manufacturing, Marketing Strategy, Lead Generation, Brand Development, Social Media Marketing, Small Business, Business Planning, Coaching, Email Marketing, Online Advertising, Account Management, Alternative Medicine, B2B, Brand Management, Budgets, Business Development, Cold Calling, Cross-functional Team..., Customer Service, Direct Marketing, Direct Sales, Healthcare, Holistic Health
Education
American College of Healthcare Sciences 2010 — 2012
Masters of Science, Complementary and Alternative Medicine
Lewis & Clark 1990 — 1993
Asian Studies
Portland State University - School of Business
BA, BA in Finance-Law & Certificate in International Business
北星学園大学 / Hokusei Gakuen University
Japanese Studies
MWM 1835 April 2013 - Present
AITV April 2013 - Present
Malloy & Company March 2009 - Present
Aequitas Capital Management December 2010 - February 2013
The Cullen Group May 2006 - August 2011
Landmark Commercial Capital June 2006 - September 2009
Skills
Digital Marketing, New Business Development, Marketing Automation, Marketing Communications, Marketing Research, Strategy, Ideation, Rapid Prototyping, Content Marketing, ZMOT, Presentation Design, Corporate Communications, Big Data, Infographics, Branding Ideas, Positioning, Consumer Branding, B2B Marketing Strategy, B2B Marketing, HubSpot, Blog Marketing, Video Production, Motion Graphics, Marketing, Cross-functional Team..., Private Equity, Salesforce.com, RelateIQ, Addepar, CRM, Fundraising, Investment Advisory..., Alternative Investments, Venture Capital, Integrated Marketing, Strategic Partnerships, Portfolio Management, Asset Management, Entrepreneurship, Finance
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
Economics
California Polytechnic State University-San Luis Obispo 2003 — 2005
Business Administration
San Diego State University-California State University 2009 — 2011
MBA, International Marketing
The London School of Economics and Political Science (LSE) 2015 — 2015
Executive Summer Programme, Behavioural Economics and the Modern Economy
Aequitas Capital Management September 2013 - July 2015
Team Persona - Yahoo Inc. December 2011 - July 2012
Intel Corporation October 2009 - October 2010
Skills
Linux, LinkedIn, SQL, Visual Studio, C#, C++, C, Java, Visual Basic, Perl, Unix, Network Design, Oracle, IT Operations, Python, Software Development
Education
Oregon Institute of Technology 2009 — 2013
IT - Application Development, Information Technology, 3.53
Portland Community College 2007 — 2009
Associate's degree, Computer and Information Sciences and Support Services
Aequitas Capital Management May 2014 - Present
AMCI Capital June 2008 - December 2012
Entergy Corporation July 1998 - October 2007
Skills
Mergers, Valuation, Risk Management, Venture Capital, Financial Modeling, Asset Management, Strategic Planning, Finance, Investments, Managerial Finance, Mergers & Acquisitions, Financial Analysis, Cash Management, Accounting, Securities, Budgets, Financial Reporting, Financial Structuring, Due Diligence, Capital Markets, Start-ups, Private Equity, Project Finance
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA
London School of Economics and Political Science 1990 — 1991
MSc, Economics
Princeton University 1984 — 1988
AB, History
Unigo Group September 2014 - August 2015
Aequitas Capital Management June 2014 - September 2014
Convergys September 2013 - June 2014
University of Oregon October 2012 - June 2013
University of Oregon September 2009 - May 2011
Skills
Microsoft Office, Social Media, Microsoft Excel, Marketing Communications, Photoshop, Microsoft Word, Data Analysis, Social Media Marketing, SQL
Education
University of Oregon 2009 — 2013
Bacherlor of Science, Business (Concentration in Marketing)
No company January 1986 - Present
InComm March 2014 - April 2015
Aequitas Capital Management July 2013 - March 2014
WebMD Health Services May 2013 - June 2013
WebMD Health Services June 2012 - April 2013
Care Innovations, an Intel GE joint venture January 2011 - June 2012
Intel February 2010 - February 2011
Discover-e Legal June 2008 - February 2010
Resource Data, Inc. February 2008 - June 2008
Discover-e Legal August 2007 - February 2008
Skills
Software Development, C#, .NET, Agile Methodologies, Programming, SQL, Googling, Product Development, SSRS, Condescension, Visual Studio, Microsoft SQL Server, T-SQL, Web Applications, XML, WCF, ASP.NET, Pants, Scrum
Education
University of Alaska Anchorage 1995 — 2009
No degree, Computer Science
Aequitas Capital Management April 2014 - Present
Ad-Tek, Inc. March 2004 - April 2014
Bridal Bliss July 2011 - August 2013
Macy's November 2011 - January 2012
Department of Recreational Sports September 2010 - June 2011
Persimmon Country Club August 2008 - August 2010
Skills
Event Planning, Event Management, Social Media, Social Networking, Facebook, Customer Service, Time Management, Marketing Communications, Social Media Marketing, Sales, Marketing, Creative Problem Solving, Trade Shows, Fundraising, Weddings, Fund Administration, Microsoft Excel, Salesforce.com
Education
Oregon State University 2009 — 2011
Bachelor of Business, Marketing
Mt. Hood Community College 2006 — 2009
Associate of Science, Hospitality
Aequitas Capital Management January 2014 - Present
Marquam Group September 2013 - January 2014
NAVEX Global May 2013 - September 2013
WebMD August 2009 - May 2013
Microsoft October 2008 - March 2009
CBS Interactive 2009 - 2009
Microsoft June 2007 - June 2008
The CIT Group consulting on behalf of CAI Canada June 2006 - June 2007
Skills
C#, .NET, Agile Methodologies, ASP.NET, AJAX, AngularJS, KnockoutJS, JavaScript, Microsoft SQL Server, Software Development, Web Applications, LINQ, XML, Visual Studio, SQL, jQuery, Scrum, WCF, CSS, HTML, Test Driven Development, Object Oriented Design, Web Development, OOP, Design Patterns, User Interface Design, Software Engineering, WPF, Silverlight, HTML5, MVC, UML
Education
McMaster University 1999 — 2005
B.Eng.Mgt., Software Engineering & Management
Precision Castparts January 2014 - Present
Precision Castparts January 2013 - December 2013
Aequitas Capital Management August 2012 - December 2012
University of Oregon investment Group September 2011 - June 2012
Leadership In Action Class September 2011 - December 2011
M Financial Group June 2011 - September 2011
Ivey Performance Marketing June 2010 - August 2010
Portland Trail Blazers June 2009 - June 2009
The Oregon Golf Club June 2006 - September 2007
Skills
Microsoft Office, Discounted Cash Flow..., Comparable Analysis, Analyzing Financial..., Life Insurance..., Group Work, Selling Ideas, Playing Challenger Role, Experienced with..., Financial Accounting, Inventory Management, Variance Analysis, Managerial Finance, Syteline ERP, Data Analysis, Data Mining, VBA, Monthly Closing, Microsoft Excel, Financial Statements, Financial Statement..., Account Reconciliation, Budget Process, Financial Analysis, Journal Entries, Cash Flow Forecasting
Education
University of Oregon - Charles H. Lundquist College of Business 2008 — 2012
Bachelor of Arts, Business, Finance
Aequitas Capital Management January 2014 - August 2014
Compli January 2012 - December 2013
Integra Telecom July 2011 - January 2012
The Cadmus Group May 2009 - July 2011
Volt Technical Resources March 2008 - November 2008
Stream International December 2006 - April 2008
Stream International August 2005 - December 2006
Skills
SQL Server, SQL, C#, .NET, Programming, Visual Studio, Databases, CSS, Microsoft SQL Server, Software Development, T-SQL, Agile Methodologies, Subversion, Web Applications, SSIS, XML, MVC, Web Development, VB.NET, ASP.NET MVC, ASP.NET, HTML, Visual Basic, Object Oriented Design, Making Coffee, LINQ, OOP, Database Design, Scrum, Enterprise Software, Graphic Design
Education
The International School 2008 — 2014
Oregon Institute of Technology 2003 — 2009
Aequitas Capital Management June 2014 - Present
RBO & Co. August 2012 - May 2014
RS Investments March 2008 - July 2012
Duckhorn Wine Company September 2004 - January 2008
Janus Capital Group January 1998 - April 2004
Founders Asset Management January 1996 - January 1998
Invesco Ltd. April 1995 - January 1996
Chiat/Day April 1994 - April 1995
Skills
Mutual Funds, Marketing, Marketing Communications, Marketing Strategy, Asset Managment, Investments, Email Marketing, Investor Relations, CRM, Relationship Management, Integrated Marketing, Product Marketing, Investment Management, Leadership, Creative Direction, Asset Management, E-commerce, Advertising
Education
Pepperdine University 1990 — 1994
BA, Advertising, Communications, Business
The Hockaday School 1987 — 1990
High School
Aequitas Capital Management April 2014 - Present
Aequitas Capital Management June 2011 - April 2014
Skills
Valuation, Financial Modeling, Private Equity, Alternative Investments, Corporate Finance, Data Analysis, Financial Analysis, Analysis, DCF, Venture Capital, Financial Reporting, Risk Management, Emerging Markets, Hedge Funds, Due Diligence, Mergers & Acquisitions, Investments
Education
Harvard University 2007 — 2011
Bachelor of Arts in Economics. Secondary Field in Psychology
KPMG June 2014 - August 2014
Aequitas Capital Management March 2013 - August 2013
Special Olympics Oregon June 2012 - August 2012
Thirsty Lion Pub & Grill June 2012 - August 2012
Nordstrom May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Windows, Event Planning, Team Leadership, Cost Accounting, Financial Accounting
Education
University of San Diego 2014 — 2015
Master's Degree, Accounting
University of San Diego 2012 — 2015
Accounting
CarePayment August 2015 - Present
CarePayment February 2013 - July 2015
Aequitas Capital Management October 2012 - February 2013
Multnomah University August 2011 - May 2012
Skills
Public Speaking, Leadership, Community Outreach, Nonprofits, Microsoft Office, Time Management, Data Entry, Microsoft Word, Event Planning, Leadership Development, Customer Service, Research, Team Building, Teaching, Office Administration, PowerPoint, Microsoft Excel, Social Networking, Teamwork, Social Media, Team Leadership, Editing, Fundraising, Non-profits, Administration, Administrative..., Curriculum Development, Outlook, Curriculum Design, Training, Supervisory Skills, Critical Thinking, Organizational &..., Procedure Development, Communication, Product Development, Quality Improvement, Account Management, Collaborative Problem..., Conflict Resolution, Verbal De-escalation
Education
Multnomah University 2008 — 2012
Bachelor of Science (BS), Bible and Theology
Multnomah University 2008 — 2012
Bachelor of Science (B.S.), Educational Ministries
Webtrends June 2014 - Present
Webtrends February 2011 - June 2014
Aequitas Capital Management February 2007 - February 2011
All Pacific Mortgage November 2005 - February 2007
Skills
Human Resources, Employee Relations, Onboarding, Employee Benefits, Recruiting, Talent Acquisition, Management, Behavioral Interviewing, Employee Training, Team Building, Benefits Administration, Change Management, Strategy, Talent Management, Employee Engagement, Personnel Management, Hiring, Workforce Planning, Payroll, Performance Management, Training, Coaching, Applicant Tracking..., Succession Planning
Education
Marylhurst University 2009 — 2011
MBA
Portland State University 2000 — 2003
B.S., Business Administration
Leader Capital Corp September 2012 - Present
Aequitas Capital Management December 2011 - September 2012
Leader Capital Corp August 2006 - October 2011
Fixed Income Securities June 2003 - July 2006
Barclays Global Investors (BGI) June 2000 - August 2003
Skills
Equities, Asset Managment, Portfolio Management, Alternative Investments, Investments, Private Equity, Fixed Income, Mutual Funds, Institutional Sales
Education
San Diego State University-California State University 2006 — 2009
Bachelors of Science, Finance
Del Norte High School
Pacific Crest Securities May 2015 - Present
Pacific Crest Securities August 2014 - April 2015
Pacific Crest Securities June 2014 - August 2014
Aequitas Capital Management May 2013 - December 2013
Education
University of Portland
Bachelor of Business Administration (BBA), Finance, Accounting
Aequitas Capital February 2015 - Present
Aequitas Capital Management May 2014 - Present
Hydro-Temp Mechanical December 2013 - May 2014
Target September 2012 - January 2014
Boys and Girls Aid Society of Oregon May 2012 - September 2012
Target December 2007 - May 2012
Warner Pacific College 2008 - 2011
Mallard Landing Assisted Living July 2006 - February 2007
Skills
Social Services, Case Managment, Program Development, Nonprofits, Crisis Intervention, Mental Health, Grant Writing, Group Therapy, Adolescents, Fundraising, Youth Development, Psychology, Public Speaking, CBT, Program Evaluation, Motivational..., Conflict Resolution, Leadership, Career Counseling, Case Management, Training, Resume Writing, Human Resources, Workshop Facilitation, PowerPoint, Microsoft Excel, Management
Education
Warner Pacific College 2008 — 2011
Bachelor's degree, Social Work, Minor in Urban Studies
Clark College 2006 — 2007
Transferred, General Studies
The Stoller Group July 2012 - Present
Express Employment Professionals / The Stoller Region July 2012 - Present
Xenium HR July 2012 - Present
Stoller Family Estate July 2012 - Present
Financial Executives International July 2013 - June 2014
Aequitas Capital Management March 2010 - February 2012
Tatum LLC 2006 - 2010
Cornell Pump Co. 2005 - 2006
NACCO Materials Handling Group 2002 - 2004
SUMCO 2000 - 2002
Skills
Mergers, ERP, Portfolio Management, Business Process, Financial Analysis, Private Equity, Financial Modeling, Mergers & Acquisitions, Finance, Executive Management, Strategy, Risk Management, Forecasting, Corporate Finance, Start-ups, Leadership, Business Development, Accounting, Business Strategy, Business Planning, Financial Reporting, Change Management, Sarbanes-Oxley Act, Strategic Planning, Investments, Due Diligence, Managerial Finance
Education
George Fox University 2003 — 2005
MBA
Northeastern University
BSBA, Finance
Triumph Healthcare Finance November 2012 - Present
U.S. Bank Equipment Finance August 2010 - November 2012
Century High School November 2006 - June 2012
Marquette Healthcare Finance February 2008 - July 2009
Aequitas Capital Management April 2006 - February 2008
US Bancorp Equipment Finance September 1993 - April 2006
Skills
Loans, Portfolio Management, Commercial Lending, Asset Based Lending, Management
Education
Clackamas Community College 1987 — 1989
Gresham High
Knowledge Universe August 2014 - August 2015
Knowledge Universe September 2013 - September 2014
Knowledge Universe May 2013 - August 2013
MulvannyG2 Architecture October 2012 - December 2012
Aequitas Capital Management December 2011 - July 2012
Evraz Inc NA November 2010 - July 2011
Bessemer Trust March 2010 - May 2010
KPMG March 2009 - June 2009
Goldman Sachs August 2007 - October 2008
Banc of America Securities 2005 - 2007
Skills
Account Reconciliation, Accounting, Acting, Administrative..., Budgets, CRM, Calendars, Community Outreach, Concur, Coordination, Corporate Events, Customer Service, Data Analysis, Data Entry, Databases, Due Diligence, Editing, Event Management, Event Planning, Financial Analysis, Financial Statements, Fundraising, Hotels, Human Resources, Insurance, Invoicing, Leadership, Management, Marketing, Meeting Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Music, Musical Theatre, Office Administration, Outlook, Performing Arts, Project Management, Public Speaking, Salesforce.com, Singing, Social Media, Spreadsheets, System Administration, Teaching, Team Building, Theatre, Time Management, Training
Education
New England Conservatory of Music 2003 — 2005
MM, Vocal Performance
Pacific Lutheran University 1998 — 2002
BM, Vocal Performance
Self Employed February 2012 - Present
CF&I 2012 - Present
Implementation Specialists, Inc August 2011 - February 2012
USANA 2011 - 2012
Aequitas Capital Management 2002 - July 2011
American Design & Mfg 1997 - 2001
Skills
Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Great Plains Software, Leadership, Management, Mergers, Microsoft Dynamics, Strategic Planning
Education
Central Washington University 1995 — 1996
BS, Accounting
Qorvo, Inc. January 2015 - Present
In Transition/Looking for New Opportunities November 2014 - December 2014
First Tech Federal Credit Union July 2014 - October 2014
Ajilon Professional Staffing October 2007 - February 2014
Aequitas Capital Management February 2012 - July 2012
Portland Community College February 2006 - October 2007
ANCOR June 2005 - August 2005
Skills
Professional Staffing, Recruitment/Retention, Sourcing, Onboarding, Compliance Audits, Inside Sales, Recruiting, Temporary Placement, Human Resources, Applicant Tracking..., Cold Calling, Job Descriptions, Screening Resumes, Talent Management, Staffing Services, Temporary Staffing, Performance Management, Time Management, Hiring, Contract Recruitment, Screening, Technical Recruiting, Sales, Executive Search, Background Checks, Interviews, Management, Benefits Negotiation, Taleo, Quality Auditing, Permanent Placement, Internet Recruiting, Deferred Compensation, College Recruiting, HR Consulting, Resume Writing, New Hire Orientations, Employee Benefits, Employer Branding, Recruitment Advertising, Benefits Administration, Payroll, Employee Engagement, HR Policies, Employee Training, Employee Relations, Job Coaching
Education
University of Maryland University College 2001 — 2006
Bachelor's Degree, Major: Management Minor: Economics
Far Eastern Federal University 2001 — 2005
Bachelor's Degree, Major: Management Minor: Economics
International School of Foreign Languages, Russia 1998 — 2001
Certificate of Completion, English, French
SET Creative July 2015 - Present
Aequitas Capital Management December 2011 - July 2015
Ubisoft October 2008 - November 2011
Elan Pharmaceuticals April 2007 - October 2008
Waddell & Reed August 2005 - March 2007
New England Financial July 2003 - July 2005
Immersion Corporation June 2000 - September 2000
Safeway June 1999 - September 1999
Skills
System Administration, Technical Support, Networking, Vendor Management, Project Management, Telecommunications, Windows, Management, Visio, Negotiation, Customer Service, Troubleshooting, SharePoint, Software Documentation, Strategic Planning, Team Leadership, Process Improvement, IT Management, Windows Server, VMware, Budgets, Team Building, Microsoft Office, Change Management, WDS, Office 365
Education
Linfield College 1998 — 2002
Bachelor of Science, Computer Science
San Ramon Valley HS 1994 — 1998
Genesis Financial Solutions February 2013 - Present
IBM November 2009 - February 2013
Epiq Systems April 2009 - November 2009
Aequitas Capital Management December 2008 - March 2009
Weyerhaeuser July 2006 - February 2009
Weyerhaeuser June 2000 - July 2006
Weyerhaeuser June 1996 - June 2000
Weyerhaeuser July 1993 - June 1996
Weyerhaeuser January 1991 - July 1993
Skills
Systems Analysis, Data Analysis, Business Analysis, Database Development, Team Leadership, Change Management, Programming, SQL Server, T-SQL, SQL, Access, SharePoint, Application Architecture, Process Improvement, Visual Studio, SSRS, SSIS, Visual Basic, Databases, Database Design, SDLC, Requirements Analysis, ETL, Crystal Reports, ITIL, Troubleshooting, Visio, Disaster Recovery, Architecture, Integration, ITIL v3 Foundations..., Microsoft SQL Server
Education
Pacific Lutheran University 1987 — 1992
BBA, Management Information Systems, Computer Science, Information Science
Bitcasa September 2013 - June 2015
BriefMine July 2012 - September 2013
Aequitas Capital Management September 2011 - June 2012
Aeris Communications May 2010 - July 2011
Qualcomm July 2008 - September 2008
Qualcomm July 2007 - September 2007
Skills
Start-ups, Product Management, Strategic Partnerships, SaaS, Entrepreneurship, Strategy, Go-to-market Strategy, Venture Capital, Product Development
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Stanford University 2006 — 2010
B.A., International Relations
EY October 2014 - Present
EY January 2014 - September 2014
Alvarez & Marsal July 2012 - December 2013
Amonix, Inc. February 2011 - July 2012
Aequitas Capital Management June 2009 - August 2009
Skills
Financial Modeling, Portfolio Management, Finance, Valuation, Strategy, Analysis, Due Diligence, Legal Research, Mergers, Venture Capital, Accounting, Investments, Internal Audit
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2010
JD/MBA, Finance
University of Oregon School of Law 2006 — 2010
JD/MBA, Business Law
Emory University 2001 — 2005
BA, Political Science
Aequitas Capital Management September 2013 - Present
Aequitas Capital Management August 2011 - September 2013
Accero, Inc October 2009 - July 2011
Mentor Graphics April 2009 - October 2009
KPMG September 2004 - March 2009
Contractor July 2001 - December 2002
Riverdeep September 1999 - June 2001
Education
Portland State University 2003 — 2004
Post, Baccalaureate Accounting Certificate
Haverford College 1995 — 1999
Bachelor of Arts, Psychology
University of Aberdeen 1997 — 1998
iBridge, LLC April 2010 - Present
BLIS, INC October 2008 - January 2010
AMERICAN BILLING SERVICES, INC November 2007 - April 2008
Aequitas Capital Management October 2006 - November 2007
NATURAL WOOD TEK February 2002 - October 2006
LOWE'S HOME IMPROVEMENT, Milwaukie September 2003 - May 2005
UPS February 2000 - February 2002
The Pampered Chef October 1997 - February 2000
US BANCORP EQUIPMENT FINANCE, INC May 1995 - September 1997
Education
Auburn University
Masters, Education
Auburn University
Bachelors, Business Administration
Aequitas Capital Management November 2012 - Present
Northwest Farm Credit Services June 2011 - November 2012
Bank of America February 2010 - November 2010
Firepower June 2009 - November 2009
Safeway August 2008 - June 2009
Target July 2005 - January 2008
Skills
Microsoft Excel, Financial Accounting, Auditing, Accounting, Account Reconciliation, Financial Statements, Customer Service, Analysis, Training, Tax, Invoicing, Finance, Financial Reporting, QuickBooks, Financial Analysis, Cash Management
Education
Eastern Washington University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Spokane Community College 2008 — 2009
Paralegal, Law
Spokane Falls Community College 2006 — 2008
Associate of Arts
Silicon Valley Bank June 2013 - Present
Aequitas Capital Management May 2012 - June 2013
Mantucket Capital January 2011 - April 2012
Wells Fargo Securities March 2008 - July 2010
NBC Universal January 2007 - August 2007
Intel July 2006 - January 2007
MSNBC June 2005 - September 2005
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Analysis, Mergers & Acquisitions, Investments, Investment Banking, Mergers, Strategy, Portfolio Management, Finance, Microsoft Excel, Business Development, Strategic Planning, Entrepreneurship, Business Strategy, Leadership
Education
University of Colorado at Boulder 2010 — 2012
MBA, Finance & Entrepreneurship
Oregon State University 2002 — 2006
BS, Finance
Meacham Woodfield LLC April 2010 - Present
Aequitas Capital Management July 2008 - March 2010
Health Dialog 2004 - 2008
Altria Group (Philip Morris Companies) 1978 - 2003
Skills
Consumer Products, Process Improvement, Leadership, Strategy, Business Transformation, Mergers & Acquisitions, Mergers, IT Strategy, Healthcare, Investments, Operations Management, Budgets, Business Development, Management, Integration, Cross-functional Team..., Business Planning, Start-ups, Executive Management, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1982
MBA
University of Florida 1966 — 1970
MSBA, Business
Aequitas Capital Management August 2012 - Present
Pacific States Marine Fisheries Commission March 2011 - August 2012
Vesta Corporation January 2009 - September 2010
Vesta Corporation January 2008 - January 2009
Vesta Corporation May 2007 - January 2008
Pacific Information Systems January 2000 - March 2002
Skills
VMware, Disaster Recovery, Microsoft SQL Server, Integration, XML, Windows, SQL, Troubleshooting, Agile Methodologies, Scrum, Cisco Technologies, System Administration, Database Administration, SaaS, Cloud Computing, Network Administration, Active Directory, ENTJ, Relator, Strategic Vision, Perl, Databases, Microsoft Exchange, Servers
Education
Portland Community College 2011 — 2012
BS, Computer Science
Portland Community College 1998 — 2009
Telecommunication Administration
VersaLogic Corporation September 2014 - Present
Aequitas Capital Management March 2014 - September 2014
Holiday Retirement 2013 - 2014
Randstad Sourceright US July 2013 - September 2013
Kforce February 2013 - May 2013
Douglas County Department of Corrections June 2008 - February 2013
TD Ameritrade June 2007 - June 2008
Skills
Management..., Public Relations, Microsoft Office, Operations Coordination, Administrative..., Administrative Staffing, Administrative..., Organizational..., Independent Projects, Independent Thinking, Microsoft Excel, PowerPoint, Outlook, Customer Service, Consultant Care, Time Management, Cpr Certified, Teamwork, Marketing, Onboarding, Payroll, Networking, Data Entry, Accounts Payable, Policy, Customer Satisfaction, Interviews, Staffing Services, Cold Calling, Training, Human Resources, CRM, Negotiation, Invoicing, Team Building, PeopleSoft, Social Networking, Salesforce.com, Temporary Placement, Business Development, Employee Training, Team Leadership
Education
Bellevue University 2011 — 2014
Bachelors Degree, Business Administration and Management
Metropolitan Community College
Associates Degree, Criminal Justice/Management
180one August 2015 - Present
Aequitas Capital Management May 2014 - August 2015
Robert Half Finance & Accounting June 2011 - May 2014
Lakeside Financial Group January 2010 - May 2011
Skills
Recruiting, Payroll, Training, Permanent Placement, Human Resources, Staffing Services, Accounting, Temporary Staffing, Talent Acquisition, Recruitment Advertising, Hiring, Sourcing, Career Counseling, Internet Recruiting, Accounts Payable, Interviews, Resume Writing, Leadership, Employee Training, College Recruiting, Temporary Placement, Applicant Tracking..., Onboarding, PeopleSoft, Contract Recruitment, Employee Benefits, Technical Recruiting, Screening Resumes, Executive Search, Benefits Negotiation, ADP Payroll, Cold Calling, Employee Relations, Job Fairs, Talent Management, Deferred Compensation, CRM, Business Development, Job Descriptions
Education
Portland State University 2009 — 2011
Bachelors, Accounting
Oregon State University 2005 — 2009
B.S., Business Administration - Finance
Biometrics Technology International, Inc. January 2013 - Present
Innovative Bottles February 2015 - Present
The TRIDAK Group January 1991 - Present
centrexIT October 2013 - Present
BuzzBox Beverages April 2015 - July 2015
OmniBiome Therapeutics January 2014 - February 2015
Sharp HealthCare 2012 - 2015
Cellceuticals Biomedical Skin Treatments 2008 - 2014
San Diego Symphony January 2008 - October 2013
Aequitas Capital Management 2012 - 2013
Skills
Mergers, Non-profits, Fundraising, Venture Capital, Healthcare, Public Relations, Educational Leadership, Leadership, Program Management, Business Development, Mergers & Acquisitions, Nonprofits, Project Management, Start-ups, Strategic Planning, Marketing, Entrepreneurship, Leadership Development, Public Speaking, Community Outreach, Organizational..., Management, Strategy, Consulting, Finance, Executive Management, Business Planning, Business Strategy, Project Planning, Strategic Partnerships, Team Building, Investments, Management Consulting, Marketing Strategy, Contract Negotiation, Private Equity, New Business Development, Small Business, Training, Competitive Analysis, Social Media, Market Research, Budgets, Cross-functional Team..., Sales, Change Management, Analysis, Team Leadership, Financial Analysis, Coaching
Education
University of Pennsylvania - The Wharton School 1980 — 1984
BS International Business/Psychology, Business, Management, Marketing, and Related Support Services
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science (BS), International Business
Aequitas Capital Management May 2014 - Present
Williston Financial Group August 2012 - May 2014
Building Champions May 2011 - May 2012
Young Life December 2009 - April 2010
Gerding Edlen Development September 2005 - May 2009
Gerding Edlen September 2005 - May 2009
Pacific Crest Technology September 2004 - September 2005
Aero Air, LLC 2000 - September 2004
Oregon Wine Advisory Board 1999 - 2000
KVO Advertising 1996 - 1999
Skills
Leadership, Management, Marketing, Budgets, Program Management, CRM, Project Management, Sales, Coaching, Public Speaking, Interviews, Contract Negotiation, Administrative..., Newsletters, Time Management, Web Design, Policy, Event Planning, Small Business, Customer Service, Team Building
Education
Chemeketa Community College
Portland Community College
Art
Southern Oregon University
Aequitas Capital Management May 2014 - Present
Switchboard 2013 - 2014
Unigo 2009 - 2014
Penguin Books Ltd 2000 - 2008
CBS News May 2002 - September 2002
Sachs Insights May 2001 - August 2001
Skills
Start-up Ventures, Early-stage Startups, Startup Development, Education, Higher Education, Educational Technology, Educational Leadership, Digital Media, Content Strategy, Social Media, Grant Writing, Entrepreneurship, Blogging, Editorial, Editing, Start-ups, Research, Social Networking, Curriculum Design, Mobile Marketing, Admissions, Journalism, Publishing, Content Development, New Media, Facebook, Teaching, Management, Strategic Partnerships, Strategic Planning, Social Media Marketing, Leadership, Public Speaking, Marketing, Strategy, Marketing Strategy, Business Strategy, Business Development
Education
Wesleyan University 2000 — 2004
Bachelor's Degree, English Literature, Graduate With Honors
University of Oxford 2002 — 2003
(UK) One year program in English Literature, 4.0 / 4.0
University of East Anglia
(UK) Master's Degree, English Literature & Writing, Graduate with Honors
Bank of the West 2007 - Present
Aequitas Capital Management 2006 - 2007
US Bancorp Equipment Finance 2000 - 2006
US Bank 1992 - 2000
GMAC Mortgage Corporation 1990 - 1992
Key Bank of Alaska 1988 - 1990
Alaska USA Federal Credit Union 1985 - 1988
Skills
Equipment Leasing, Equipment Finance, Commercial Banking, Commercial Lending, Banking, Finance, Credit, Middle Market, Small Business Lending, Relationship Management, Common Sense, Financial Analysis, Credit Analysis, Loan Origination, Sense Of Urgency, Investments, Mortgage Lending, Retail Banking, Portfolio Management, Mortgage Banking
Education
Colorado Mesa University 1982 — 1985
BBA, Accounting/ Finance
University of Alaska Anchorage 1979 — 1982
Associates, Art
Aequitas Capital Management September 1997 - Present
US Bank March 1982 - September 1997
Skills
Alternative Investments, Asset Management, Asset Managment, Credit, Equities, Finance, Financial Modeling, Fixed Income, Investments, Loans, New Business Development, Private Equity
Education
Oregon State University 1982 — 1987
Bachelor of Science (BS), Finance, General
Franklin High School, Portland, Oregon 1978 — 1982
High School Diploma
Aequitas Capital Management October 2012 - Present
A-dec May 2012 - October 2012
A-dec January 2011 - May 2012
The Allison Inn and Spa 2009 - 2011
Skills
Human Resources, Onboarding, Employee Relations, Interviews, Applicant Tracking..., Training, Customer Service, Time Management, Team Building, Payroll, HRIS, Recruiting, Benefits Administration, Process Improvement, New Hire Orientations, Performance Management, Screening, Corporate Communications, Employee Recognition, Event Management, Community Outreach, HRIS Database Management, COBRA, Leadership, Project Management, Total Rewards Strategies, Compensation Strategies, Policy Analysis, Employment Law, Organizational..., Coaching
Education
Portland State University 2007 — 2010
Bachelors Degree, Human Resources Management & General Business Management
Southern Oregon University 2004 — 2006
Wilsonville High School
Aequitas Capital Management April 2013 - Present
Financial Tapestry LLC January 2001 - December 2012
ING Investment Management January 1999 - January 2001
Sefton Capital Management June 1995 - December 1999
Furman Selz January 1994 - June 1995
Pacifica Mututal Funds January 1991 - December 1994
Eastland Bank January 1986 - June 1991
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds, Financial Advisory, Risk Management, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1988 — 1991
Master of Business Administration (M.B.A.), Investment Portfolio Management
Babson College 1980 — 1984
Bachelor's Degree, Quantitative Methods/Finance
Harvard Business School
Accredidation Program on Negotiation Strategy, Organizational Leadership
Aequitas Capital Management July 2012 - Present
Prodapt North America (formerly Pacific Crest Technology) July 2010 - July 2012
Gold Dust Portato Processors October 2007 - June 2010
OHSU January 2006 - October 2007
TRM Corporation October 2005 - December 2006
COUNTRY Financial® January 2002 - October 2004
United States Army Reserve September 2000 - January 2002
Skills
Project Management, PowerPoint, Microsoft Excel, Office Management, International Travel, Rental Management, Travel Arrangements, Customer Service, Financial Support, Supervisory Skills, Executive Support, Microsoft Word, Microsoft Office..., Presentations, Written & Oral..., Time Management, Employee Training, Troubleshooting, Concur, Payroll, Key Account Management, Accounts Payable, Accounts Receivable, General Ledger, Organization, Program Implementation, Process Improvement, Team Building, Team Management, Salesforce.com, QuickBooks, Purchasing, Contract Negotiation, Contract Management, Recruiting, Event Planning, Event Management, Office Administration
Education
Portland Community College 1999 — 2001
Gresham High School 1996 — 1999
Diploma
Milwaukee Electronics Corp. December 2013 - Present
Aequitas Capital Management October 2011 - December 2013
McCoy Foat & Company, PC CPAs September 2008 - September 2011
TKK & S, Inc. May 2004 - August 2008
Pittman & Brooks, PC January 2002 - May 2004
McDonald Jacobs, PC Accountants & Consultants December 1998 - December 2001
Skills
Financial Statements, Accounting, Internal Controls, Account Reconciliation, General Ledger, Accounts Receivable, QuickBooks, Due Diligence, Tax, Variance Analysis, Tax Preparation, Forecasting, Federal & State Income..., US GAAP reporting, Microsoft Excel, Lacerte, ProSystem fx Tax, Tax-planning, Financial Forensics, Litigation Support, Fixed Asset Management, GreatPlains, High Net Worth..., Consolidated Financial..., Supervisory Experience, Mentoring Of Staff, Financial Software..., Tax Research, Consulting, Inventory Accounting, Inventory Control, Epicor, Forensic Accounting, Tax Planning, Finance, GAAP
Education
Portland State University - School of Business 1993 — 1997
Bachelor of Science, Accounting
Aequitas Capital Management February 2014 - Present
Ares Management May 2011 - February 2014
Columbia Management July 2008 - May 2011
Wachovia Securities Financial Network 2007 - 2008
Skills
CDO, Fixed Income, CLO, High Yield, Bloomberg, Bonds, Alternative Investments, ABS, Structured Products, Hedge Funds, Structured Finance, Securitization, Leveraged Finance, Credit Derivatives, Capital Markets, Derivatives, CMBS, Bloomberg Terminal, Valuation
Education
University of Central Florida 2000 — 2005
Finance
Aequitas Capital Management March 2015 - Present
Equifax May 2012 - March 2015
TransUnion October 2008 - March 2012
Skills
Statistical Modeling, Credit Scoring, Credit Card Risk..., Collection Analytics, SAS, Logistics Regression, Segmentation, SQL, Large Dataset Management, Statistics, Data Mining, Financial Risk, SPSS, Econometrics, Logistic Regression, Multivariate Analysis, Analytics, Linear Regression, Data Analysis, Business Intelligence, Factor Analysis, Cluster Analysis, R, Credit Cards, Credit Risk, Project Management, SAS programming, Predictive Analytics, Predictive Modeling
Education
Pennsylvania State University 2007 — 2008
Ph.D, Agribultural Economics
North Dakota State University 2005 — 2007
MS, Applied Economics
Fuzhou University 1998 — 2002
BA, Finance
Blue Harbor Senior Living October 2014 - Present
Aequitas Capital Management February 2013 - June 2014
Seattle University Law School Institute for Indian Estate Planning & Probate May 2012 - August 2012
Portland Timbers March 2011 - November 2011
Montana State University Billings September 2007 - December 2010
Skills
Legal Writing, Legal Research, Public Speaking, Logistics, Legal Issues, Westlaw, Contract Negotiation, Legal Compliance, Customer Service, Contract Law, International Law, International Relations, Inventory Management, Employment Law, Legal Assistance
Education
Lewis & Clark Law School 2011 — 2014
J.D.
Florida State University London Study Center 2012 — 2012
Montana State University-Billings 2007 — 2010
B.A.
Genesis Financial Solutions, Inc. February 2014 - August 2014
Lewis and Clark Law School’s Small Business Legal Clinic January 2013 - May 2013
Nike EMEA September 2012 - December 2012
Aequitas Capital Management July 2011 - August 2012
Skills
Legal Research, Westlaw, Legal Writing, Due Diligence, Corporate Law, Licensing, Finance, Private Equity
Education
Lewis & Clark Law School 2010 — 2013
Doctor of Law (J.D.)
College of Charleston 2003 — 2007
Bachelor of Science (B.S.), International Business
Aequitas Capital Management August 2014 - Present
Aequitas Capital Management January 2013 - August 2014
Aequitas Capital Management May 2011 - December 2012
GemStone Systems Inc.- Division of VMware Inc. May 2010 - October 2010
GemStone Systems May 2008 - May 2010
Emerald Staffing December 2006 - January 2008
Skills
Human Resources, Onboarding, Employee Relations, Personnel Management, Payroll, Recruiting, Employee Benefits, New Hire Orientations, Temporary Placement, Benefits Administration, Interviews, Applicant Tracking..., Management, Leadership, FMLA
Education
Oregon State University 2001 — 2005
BS, Psychology
Portland State University
Certificate, Human Resources
Clinicient April 2015 - Present
Aequitas Capital Management June 2014 - April 2015
Craft Brew Alliance November 2012 - June 2014
WebMD December 2010 - August 2012
BroadArts Theatre March 2001 - January 2012
Insight Schools July 2008 - December 2010
Personal Vitals, LLC March 2006 - December 2010
Meridian Technology Group June 2008 - July 2008
Tech One for Industrial Commission of AZ May 2006 - June 2008
Arizona State University August 2004 - May 2007
Skills
Business Intelligence, Data Warehousing, Databases, ETL, Data Modeling, Microsoft SQL Server, SQL, Management, Team Building, Data Analysis, Integration, SQL Tabular Models and..., T-SQL, SQL Azure, Business Analysis, Business Objects, D3.js, Crystal Reports, Software Development, Requirements Gathering, Quality Assurance, Database Administration, Business Process, C#, Problem Solving, MS Project, Enterprise Software, Leadership, Analysis, Strategy, SDLC, Visio, Project Management, SSIS, Agile Methodologies, Requirements Analysis, Data Warehouse..., ASP.NET, SharePoint, Consulting
Education
Arizona State University 2004 — 2007
MBA, Technology, Science and Engineering
Microsoft April 2015 - Present
http://www.whyi.net/ May 2002 - Present
Aequitas Capital Management April 2014 - March 2015
Groupon September 2013 - April 2014
Intel July 2010 - August 2013
Wolfram Research January 2010 - June 2010
AccelerEyes August 2009 - December 2009
Kaneva January 2009 - May 2009
Skills
Software Development, Computer Graphics, C++, Refactoring, Getting The Job Done, Test Driven Development, Ruby on Rails, Writing pieces of code, Code Rejuvenation, TDD, Software Engineering, Android Development, CoffeeScript, angular.js, Jasmine js, Linux, Algorithms
Education
Georgia Institute of Technology 2007 — 2009
Master of Science, Computer Science
Meyer Memorial Trust August 2015 - Present
Aequitas Capital Management January 2012 - August 2015
Wynnchurch Capital November 2010 - June 2011
Wiese and Fulwiler, CPAs February 2010 - April 2010
Ernst & Young October 2008 - September 2009
Ernst & Young June 2007 - August 2007
Skills
Tax, Internal Controls, Financial Reporting, Banking, Accounting, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Science, Accountancy
University of Notre Dame 2004 — 2007
Bachelor of Business Administration, Accountancy
Aequitas Capital May 2015 - Present
Aequitas Capital Management September 2013 - Present
Skills
Loans, Underwriting, Credit, Data Analysis, Due Diligence, Microsoft Office, Commercial Banking, Financial Modeling, Capital Markets, Microsoft Excel, Financial Analysis, Investments, Corporate Finance, Valuation, Analysis, Management, Finance, Financial Risk, Portfolio Management, Strategy, Risk Management
Education
Portland State University - School of Business 2003 — 2007
BA, Supply & Logistics Management, Finance and Foreign Languages
Aequitas Capital Management October 2012 - Present
Aircraft Management Solutions, LLC May 2012 - September 2012
Ameriflight, LLC October 2011 - May 2012
Pacific Coast Avionics Corp February 2005 - May 2012
Advanced Flight Systems March 2010 - October 2011
Willamette Aviation June 2008 - October 2011
Skills
Customer Service, Microsoft Office, Management, Team Leadership, Professional demeanor, Flights, Department Budgeting, Certified Flight..., Airworthiness, Avionics, Flight Safety, CFI
Education
Portland State University 2007 — 2009
B.S. Business Management, Business
DeSales University 2005 — 2007
Business
Microsoft April 2015 - Present
http://www.whyi.net/ May 2002 - Present
Aequitas Capital Management April 2014 - March 2015
Groupon September 2013 - April 2014
Intel July 2010 - August 2013
Wolfram Research January 2010 - June 2010
AccelerEyes August 2009 - December 2009
Kaneva January 2009 - May 2009
Skills
C++, Refactoring, Algorithms, Ruby on Rails, Test Driven Development, Writing pieces of code, Python, TDD, Getting The Job Done, Code, Git, Java, Code Rejuvenation, HTML 5, Agile Methodologies, Github, OpenGL, TBB, HTML5, VTK, JavaScript, Eclipse, Microsoft Visual Studio..., CMake, Code Collaborator, Subversion, TotalView, Klocwork, Valgrind, Mathematica, Matlab, Processing.js, Open Source, C#, PHP, jQuery, AJAX, RSpec, Redis, JUnit, Android Development, CoffeeScript, angular.js, Jasmine js
Education
Georgia Institute of Technology 2007 — 2009
Master of Science, Computer Science
US Bank April 2011 - Present
Aequitas Capital Management May 2010 - March 2011
Aequitas Capital Management 2007 - June 2010
Fiserv EFT 2005 - 2007
Visa USA 1994 - 2002
Visa U.S.A. Inc. 1994 - 2002
American Express 1987 - 1994
Skills
Stategic Thinking, Innovator, Business Process..., Collaborative Leadership, Customer Satisfaction, Product Development, Magazine Management, Strategic Thinking, Segmentation, Loyalty Programs, P&L Management, Competitive Analysis, Direct Marketing, Mergers & Acquisitions, Customer Acquisition, Banking, Business Strategy, Product Management, Mobile Payments, Thought Leadership, New Business Development, Payment Card Processing, Internal Communications, Cards, Analysis, Marketing Strategy, Team Leadership, Program Management, Strategic Planning, Strategic Partnerships, Market Research, Marketing, Leadership, Customer Experience, Financial Modeling, Sales Operations, Vendor Management, Finance, Management, Relationship Management, Payments, Business Development, Product Innovation, Electronic Payments, Analytics, Product Marketing, Start-ups, Multi-channel Marketing, Payment Systems, Financial Services
Education
Thunderbird School of Global Management 1985 — 1987
MBA, International Business
Scripps College 1979 — 1983
BA, International Relations
Université Paris-Sorbonne 1981 — 1982
French Literature/ Architecture
Aequitas Capital Management May 2014 - Present
Aequitas Capital Management October 2013 - April 2014
DoveLewis Emergency Animal Hospital July 2013 - January 2014
Portland Bottling Co. August 2012 - October 2013
Horizon Air January 2011 - August 2012
RideAble January 2009 - March 2009
Skills
Microsoft Office, Customer Service, Adobe Creative Suite, Event Planning, Social Media, PowerPoint, Microsoft Excel, Time Management, Hospitality, Travel Planning, Human Resources, Payroll, Employee Benefits, Employee Relations, Training, Data Entry, Management
Education
University of Oregon 2006 — 2010
Bachelor of Science (B.S.), Psychology
Oregon City High School 2002 — 2006
High School Diploma
ServerLogic December 2013 - Present
Aequitas Capital Management July 2012 - November 2013
Low Latency Technical Search June 2011 - July 2012
Objective Paradigm, Inc. 2005 - May 2011
Medstaff 2002 - 2004
Morgan Stanley Dean Witter 2000 - 2002
MCI Worldcom 1998 - 2000
Skills
Leadership, Trading, Executive Search, Talent Management, Recruiting, Sourcing, College Recruiting, Technical Recruiting, Onboarding, Talent Acquisition, Applicant Tracking..., Contract Recruitment, Internet Recruiting, Permanent Placement, Management, Networking, Cross-functional Team..., Hedge Funds, New Business Development, Options, SDLC, Benefits Negotiation, Finance, Sales, CRM, Screening Resumes, Consulting, Screening, Staffing Services, Interviews, Temporary Staffing, Cold Calling, Temporary Placement, Staff Augmentation, Human Resources, Hiring, Business Development, Employer Branding, Vendor Management, Information Technology, Strategy, Resume Writing, Executive Management, Outsourcing
Education
North Carolina State University 1994 — 1998
BS, Business Management/Finance
Aequitas Capital Management Executive Vice PresidentPacifiCorpDecember 1998 - March 2006
Education
The University of Glasgow 1980 — 1984
Pacificorp / MidAmerica July 2011 - Present
Aequitas Capital Management April 2008 - 2011
The Parr Company August 1999 - April 2008
Education
Clark College 1988 — 1990
Aequitas Capital Management Managing DirectorAequitas Capital Management2007 - 2008
General Electric Company June 1967 - January 1992
Education
Santa Clara University 1968 — 1972
Aequitas Capital Management February 2013 - Present
Associated Bank August 2011 - January 2013
MGIC January 2008 - July 2011
Radian Guaranty November 2000 - December 2007
Fannie Mae October 1997 - November 2000
Bank of America December 1992 - October 1997
Citi January 1988 - December 1992
National Futures Association January 1987 - January 1988
Skills
SAS, FOCUS, Financial Risk, Credit, Portfolio Management, Finance, Loans, Mortgage Lending, Underwriting, Structured Finance
Education
Northern Illinois University - College of Business 1982 — 1986
bachelor's of science, Finance/Accounting
Dundee Community High School 1979 — 1982
College Prep
City of Portland August 2013 - Present
Bureau of Land Management October 2012 - Present
Aequitas Capital Management November 2013 - March 2014
Bonneville Power Administration June 2008 - October 2012
Centerstance August 2007 - June 2008
NWEA 2006 - 2007
Integra Telecom February 2006 - September 2006
Move.com February 2005 - July 2006
speakTECH 2004 - 2006
Countrywide Mortgage April 2002 - November 2005
Skills
XML, Agile Methodologies, .NET, Microsoft SQL Server, C#, Software Development, ASP.NET, MSMQ, ADO.NET, WCF
Education
Boston University 1986 — 1988
M.S.M.E., Mechanical Engineering
Golden Gate University 1979 — 1982
M.B.A., Business
Stevens Institute of Technology 1967 — 1971
M.S., Mathmatics
Aequitas Capital Management February 2014 - Present
Freelance June 2013 - March 2014
NAVEX Global March 2010 - June 2013
+alcheme creative June 2003 - June 2010
Braingrease Ink February 1998 - June 2003
American Steel May 1986 - January 1997
Skills
Creative Strategy, Marketing, Web Design, Marketing Strategy, Brand Development, User Interface Design, Branding & Identity, Advertising, Marketing Copy, Management, Photography, Digital Marketing, Collateral Materials..., Copy Editing, Digital Asset Management, Entrepreneurship, Email Marketing, UIX, Advertising Management, Web Content, Graphic Design, Graphics, Content Strategy, PowerPoint, WordPress, Illustration, Start-ups, Multimedia, User Experience, Brand Management, Corporate Branding, Marketing Automation, Content Management, Corporate Identity, Onboarding
Education
Portland State University 1980 — 1984
Rex Putnam HS 1976 — 1980
Building Champions March 2014 - Present
Aequitas Capital Management October 2006 - March 2014
Bank of America August 2005 - August 2006
Bank of America October 2003 - August 2005
Columbia Management January 1998 - October 2003
Columbia Management July 1988 - December 1997
Skills
Investments, Portfolio Management, Asset Managment, Alternative Investments, Asset Allocation, Financial Modeling, Capital Markets, Valuation, Venture Capital, Financial Analysis, Investment Strategies, Public Speaking, Fixed Income, Wholesale, RIAs, Fund Of Funds, University Teaching, Wealth Management, Financial Services, Asset Management, Equities, Cash Management, Due Diligence, Financial Advisory, Hedge Funds, Finance, Investment Management, Investment Advisory, Equity Research, Institutional..., Wealth Management..., Private Equity, Investment Banking, Bonds, Credit, Series 7, Structured Finance
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 1998
MBA, Finance
University of California, Davis 1977 — 1981
Bachelor of Arts (B.A.), Philosophy/Classics
Rio Americano High School 1973 — 1977
Aequitas Capital Management January 2015 - Present
Aequitas Capital Management July 2013 - December 2014
Obsidian Finance Group, LLC October 2003 - June 2013
Pope & Talbot 1998 - 2003
U.S. Bancorp 1990 - 1998
Deloitte & Touche 1984 - 1990
Skills
Sarbanes-Oxley Act, CPA, Accounting, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Tax, Private Equity, SEC filings, Valuation, Internal Controls, Finance, Corporate Finance, US GAAP, Financial Reporting
Education
Oregon State University
B.S.
Franklin High School
Bridgewater Associates November 2013 - Present
Citco Fund Services September 2012 - October 2013
HedgeServ May 2012 - August 2012
Aequitas Capital Management November 2011 - May 2012
GlobeOp Financial Services September 2005 - November 2011
Managers Investment Group 2004 - 2005
Domini Social Investments 2003 - 2004
American Skandia 2000 - 2004
Goldman Sachs Asset Management 1994 - 2000
Skills
Hedge Funds, Derivatives, Fixed Income, Equities, Alternative Investments, Bloomberg, Fund Accounting, Finance, Securities, Asset Management, Capital Markets
Education
Pace University
MBA, Finance
Amazon May 2015 - Present
Aequitas Capital Management April 2014 - November 2014
Maple Bay Asset Management LLC 2013 - 2014
Loan Value Group LLC 2008 - 2013
Morgan Stanley 2002 - 2007
iSay.com 1999 - 2001
Morgan Stanley 1997 - 1999
Advanta 1996 - 1997
Oliver Wyman & Company 1993 - 1996
Skills
Fixed Income, Capital Markets, Financial Modeling, Structured Finance, Mortgage Lending, New Business Development, Hedge Funds, Derivatives, Alternative Investments, Asset Management, Portfolio Management, Investments
Education
Harvard University 1989 — 1993
AB, Physics
Aequitas Capital Management November 2013 - Present
Castle Creek 1994 - November 2013
Ceres Group 2000 - 2006
America3 Foundation 1991 - 1992
Skills
Investment Banking, Private Equity, Mergers, Capital Markets, Investments
Education
Duke University - The Fuqua School of Business 1988 — 1990
MBA
State University of New York Maritime College 1978 — 1982
BS
Fisher Investments May 2015 - Present
Fisher Investments August 2013 - May 2015
Aequitas Capital Management January 2013 - May 2013
Emporio Bridal August 2009 - February 2013
Grant Thornton LLP June 2012 - July 2012
Skills
QuickBooks, Outlook, Microsoft Office, Bloomberg Terminal, Hindi, Team Management, Website Promotion, Google Analytics, Google Adwords, Investments, Alternative Investments, SEO, DCF Valuation, Magento, Financial Modeling, Financial Analysis, Financial Statements, Financial Statement..., Economics
Education
University of Portland 2009 — 2013
Finance, Senior
Bishop Kelly High School 2006 — 2009
Self Employed Consultant November 2014 - Present
Aequitas Capital Management April 2014 - November 2014
Maple Bay Asset Management LLC March 2013 - April 2014
Consulting Etc. January 2013 - April 2013
Regions Bank August 2010 - December 2012
Regions Financial Corporation April 1998 - December 2012
Regions Financial Corporation April 1998 - August 2010
Skills
Loans, Consumer Lending, Commercial Banking, Credit, Banking, Credit Risk, Due Diligence, Risk Management, Mortgage Lending, Portfolio Management, Finance, Strategic Planning, Financial Services, Financial Risk, Underwriting, Loan Origination, Commercial Lending, Credit Analysis, Branch Banking, Lines Of Credit, Small Business Lending, Mortgage Banking, Treasury Management, Retail Banking, Leadership, Cross Selling, Cash Management, Commercial Mortgages
Education
Pacific Coast Banking School 1989 — 1991
Graduate Degree in Banking, Management
University of Oregon - Charles H. Lundquist College of Business 1976 — 1979
B.S., Finance
Oregon's Health CO-OP September 2014 - Present
CareOregon September 2012 - September 2014
Aequitas Capital Management February 2012 - August 2012
Harsch Investment Corp April 2007 - February 2012
KPMG LLP January 2001 - April 2007
Colorado Society of CPAs May 1998 - December 2000
Education
University of Denver
Master of Accountancy, Information Technology
University of Denver
Bachelor of Science, Accounting
PTV America Inc. September 2014 - Present
New Life Christian Center June 2013 - Present
Cambia Health Solutions December 2013 - June 2014
T.Y. Lin International June 2010 - December 2013
Aequitas Capital Management August 2007 - August 2010
Sulzer July 2001 - July 2007
Skills
Microsoft Excel, Microsoft Office, Financial Reporting, Accounting, Accounts Receivable, Financial Analysis, Invoicing, Variance Analysis, Account Reconciliation, Forecasting, Cost Accounting, Cash Flow, Project Accounting, Internal Controls, Financial Audits, Auditing, Cash Management, QuickBooks, Fixed Assets, Financial Statements, Accounts Payable
Education
Eastern Oregon University 1989 — 1994
B.S in Business, Specialization in Accounting
Hoquiam High School 1986 — 1989
Aequitas Capital Management April 2014 - Present
Umpqua Bank April 2008 - April 2014
Umpqua Bank 2005 - 2008
Skills
Banking, Financial Analysis, Commercial Banking, Treasury Management, Small Business Lending, Cash Management, Relationship Management, Risk Management, Retail Banking, ACH, Lockbox, Remote Deposit Capture, Treasury Services, Lines Of Credit, Deposits, Consumer Lending
Education
Humboldt State University 2003 — 2005
B.A., Political Science, Business Administration
Aequitas Capital August 2015 - Present
Aequitas Capital Management January 2014 - August 2015
Kforce April 2013 - January 2014
Maxim Healthcare Services May 2011 - April 2013
Skills
Talent Acquisition, Applicant Tracking..., College Recruiting, Microsoft Excel, Recruiting, Onboarding, Contract Recruitment, Technical Recruiting, PowerPoint, Microsoft Office, Internet Recruiting, Human Resources, Temporary Placement, Payroll, New Hire Orientations, Management, Networking
Education
Portland State University 2008 — 2010
Bachelor of Science, Human Resources Management and Management/Leadership
Aequitas Capital May 2015 - Present
Aequitas Capital Management January 2014 - April 2015
Standard & Poor's November 2010 - July 2013
Octagon June 2006 - October 2010
Skills
Financial Modeling, Finance, Financial Analysis, Valuation, Analysis, Structured Finance, Corporate Finance, Accounting, Financial Services, Portfolio Management, Microsoft Excel, Data Analysis, SQL
Education
American University - Kogod School of Business 2008 — 2010
MS, Finance
James Madison University 1999 — 2003
BBA, Accounting
Aequitas Capital Management November 2011 - Present
Portfolio Financial Servicing Company January 1997 - November 2011
US Bank and US Bancorp Leasing February 1989 - December 1996
Skills
Loans, Credit, Process Improvement, Accounting, Finance, Investments, Asset Managment, Leadership, Mergers & Acquisitions, Business Planning, Banking, Forecasting, Portfolio Management, Microsoft Excel, Corporate Finance, Risk Management, Financial Services, Strategic Planning
Education
Marylhurst University 2009 — 2010
MBA, Business Administration
University of Oregon 1986 — 1987
Accounting
Concordia University-Portland
BS, Business Administration
Deloitte September 2014 - Present
USC Marshall School of Business Academic Information Services May 2012 - May 2014
Deloitte June 2013 - August 2013
USC Marshall School of Business Technology Administration May 2012 - August 2012
Aequitas Capital Management July 2010 - August 2011
Education
University of Southern California 2010 — 2014
B.S., Accounting
Tualatin High School 2006 — 2010
Honors Diploma
Aequitas Capital;Indo-MIM February 2004 - Present
Aequitas Capital Management January 2007 - Present
Merix Corporation 2005 - 2007
Precision Castparts April 1985 - May 2003
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Mergers & Acquisitions, Portfolio Management, Equities, Asset Management, Capital Markets, Investment Banking, Financial Analysis, Venture Capital, Corporate Development, Alternative Investments, Hedge Funds, Corporate Finance, Fixed Income, Restructuring
Education
University of Cincinnati 1958 — 1968
Bachelor of Science, Mathematics
University of Cincinnati 1958 — 1968
BS Math, Mathematics
Capital Access Group February 2014 - January 2015
Aequitas Capital Management January 2013 - February 2014
Viking Motorsports September 2011 - September 2012
RareSportBikesForSale.com April 2009 - June 2011
Skills
Microsoft Excel, Budgets, Microsoft Office, PowerPoint, Access, Customer Service, Adobe Acrobat, Public Relations, Negotiation, Microsoft Word, AutoCAD, Solidworks, Adobe Creative Suite, WordPress, Financial Analysis, Financial Modeling, Credit Analysis, Budgeting, Budget Management, Budget Oversight, Budget Preparation, Aircraft, Analysis, Corporate Finance, Treasury Management, Data Analysis, Excel, InDesign, Word, Valuation, Purchasing, Cash Management
Education
Portland State University 2010 — 2012
Finance, Economics