FP Transitions
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FP Transitions Employees
FP Transitions June 2015 - Present
FP Transitions March 2011 - Present
Arcata School of Massage May 2008 - August 2010
Willamette Valley Vineyards 2004 - 2007
Skills
Sales, Public Speaking, Business Development, Microsoft Office, Microsoft Excel, Accounting, Budgets, Management, Marketing, Relationship Marketing, Wine, Customer Service, SugarCRM, Wine & Spirits Industry, Research, Event Management, Event Planning, Marketing Strategy, Social Media
Education
Linfield College 2012 — 2013
Post-Baccalaureate Certificate, Accounting
Oregon State University 2000 — 2004
Bachelor of Arts (B.A.), Liberal Arts
Chemeketa Community College
FP Transitions January 2000 - Present
Skills
Financial Advisory, Retirement Planning, Strategy, Valuation, Securities, Strategic Financial..., Financial Services, Business Planning, Wealth, Mergers, Team Building, Investment Advisory, Estate Planning, Insurance, Investments, Mergers & Acquisitions, Financial Planning, Mutual Funds
Education
Northwestern University School of Law
Purdue University
Bloomberg LP July 2015 - Present
Reed College September 2013 - January 2015
World Health Organization June 2014 - August 2014
Harlo Interactive July 2013 - September 2013
FP Transitions September 2010 - September 2012
Stratton Elementary School January 2012 - May 2012
Skills
Strategic Planning, Microsoft Office, Email Marketing, Direct Marketing, B2B Marketing, Adobe Creative Suite, Microsoft Excel, Creative Writing, Research, Report Writing, Insurance, Retirement Planning, Negotiation, Team Building, Public Speaking, Newsletters, Marketing, Social Media
Education
Reed College 2012 — 2015
Bachelor's Degree, Economics
Colorado College 2011 — 2012
Economics
FP Transitions February 2014 - Present
Alpha Phi International Fraternity September 2008 - June 2013
Freres Lumber Co., Inc June 2012 - September 2012
American Shot Recovery, LLC. June 2011 - September 2011
Heights Construction and Development, LLC. June 2008 - September 2010
Skills
Teamwork, Team Leadership, Initiative, Management, Personal Discipline, Leadership, Interpersonal Skill, Critical Thinking, Entrepreneurship, Management Experience, Public Speaking, Learning Quickly, Social Networking, Social Media, Finance, Microsoft Excel, Event Planning, Fundraising
Education
Oregon State University 2009 — 2013
Bachelor of Science (B.S.), Major in Finance, Minor in Economics
Oregon State University 2008 — 2013
Finance
FP Transitions July 2014 - Present
GTMT FILMS January 2014 - March 2014
Skills
Photography, High Fives, Photoshop, Sales, Social Networking, Illustrator, Event Planning, Adobe Creative Suite, Event Management, Project Management, InDesign, Marketing, Designing Marketing..., Web Design, Corporate Branding, Advertising, Bacon
Education
The Art Institute of Portland 2012 — 2014
Bachelor of Science (B.S.), Design Management
FP Transitions October 2012 - Present
R Beckwith Design March 2012 - Present
American Red Cross July 2007 - March 2013
Alberta Rose Theatre July 2011 - May 2012
Linfield College September 2004 - May 2007
Ben Franklin Crafts June 2004 - January 2005
Skills
Adobe Creative Suite, Microsoft Office, iWork, Proofreading, Multi Tasking, Graphic Design, Time Management, Marketing, Illustrator
Education
The Art Institute of Portland 2010 — 2012
Associate of Arts (A.A.), Graphic Design
Linfield College 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Rivermark Community Credit Union December 2013 - Present
Rivermark Community Credit Union May 2012 - Present
Green Wire Computer Services September 2002 - Present
Smith-Root Inc. January 2010 - October 2011
Welch Appraisals October 2007 - March 2008
Business Transitions September 2005 - January 2007
FP Transitions 2005 - 2007
Skills
Microsoft Office, Windows, Servers, XP, Mac, Windows 7, Hardware, Technical Support, Access, Management, Networking, Software Installation, Troubleshooting, Windows Server, Windows Vista, Citrix, Microsoft Exchange, Windows 8, iOS, OSX, VMWare, Active Directory, OS X
Education
Portland State University 2000 — 2003
Bachelors, Communication
Portland State University 2000 — 2003
BS in Communications, Communications
Boosted Boards May 2015 - Present
CloudCar, Inc. April 2013 - May 2015
Affinity Mentoring June 2012 - November 2013
Number One Japanese Auto January 2011 - April 2012
FP Transitions June 2005 - September 2010
Skills
Microsoft Office, Marketing, Microsoft Excel, Team Building, Customer Service, Salesforce.com, Social Networking, Management, Insurance, Budgets
Education
Portland State University 2009 — 2012
Associate Degree for Transfer, Business
FP Transitions 2005 - Present
Education
Stanford University
International Business / Finance
FP Transitions June 2009 - Present
Arizona State Credit Union June 2008 - June 2009
PDXPRO April 2006 - September 2007
Skills
Campaign Management, Graphic Design, Web Design, Design Strategy, Copywriting, New Business Development, Corporate Branding, Photoshop, Digital Photography, Digital Marketing, Media Planning, InDesign, Media Buying, Social Media Marketing, Social Networking, Campaign Plans, Campaigns, Email Marketing, Social Media, Packaging, General Awesomeness, Shipping, Taping, Mass Mailing, Direct Marketing, Management, Art Direction, Project Management, Campaign Development, Campaign Planning, Problem Solving, Dreamweaver
Education
The Art Institute of Portland 2004 — 2008
BS, Design Management
Portland State University
FP Transitions September 2013 - Present
Erath December 2009 - June 2013
Lange Estate Winery August 2009 - October 2009
Securities America October 2006 - April 2009
TD Ameritrade January 2005 - October 2006
TD Ameritrade January 2004 - January 2005
TD Ameritrade January 2002 - January 2004
Skills
Series 7, Series 63, Securities, Alternative Investments, Investment Advisory, Sales, Financial Services, Sales Management, Relationship Management, Customer Service, Financial Advisory, Options, Trading, Risk Management, PowerPoint, ETFs, Microsoft Office, Microsoft Excel, Public Speaking, Salesforce.com, FINRA, Series 24, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation
Education
University of Nebraska at Omaha 1990 — 1995
BA, International Studies
Starbucks June 2015 - Present
Maggies Boutique May 2014 - Present
Northwest Family Services March 2015 - June 2015
FP Transitions November 2011 - April 2014
Hyunjae Language School August 2010 - August 2011
Bay Bridge Administrators, LLC September 2008 - August 2010
Skills
Valuation, Microsoft Office, Public Speaking, Negotiation, Strategic Planning, Team Building, Retirement Planning, Insurance, Mergers & Acquisitions, Outlook, English, Windows, PowerPoint, Microsoft Word, Microsoft Excel, Budgets, Customer Service, Research, HTML
Education
Portland State University 2014 — 2015
Bachelor's degree, Criminology and Criminal Justice
Oregon State University 2002 — 2007
Bachelor of Arts (B.A.), New Media Communications
FP Transitions February 2013 - Present
Education
Franklin & Marshall College 2009 — 2012
Bachelor of Arts (B.A.), Economics