M Financial Group
Industry: Company
DescriptionThe M Financial Group is a life insurance company based in Portland, Oregon, US. It offers life insurance and other financial services to "the ultra-affluent and corporate markets." Headquarters: Portland, OR Founded: 1978 Key person: Westley V Thompson Founders: Peter W. Mullin, Mark Solomon, Eli Morgan, Carl Mammel Subsidiaries: Management Compensation Group, Northwest, LLC, Type of business: Privately held company
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M Financial Group Employees
Employee
Years
Job
Industry
Hans Avery Hans Avery's M Financial Group Experience April 2014 - Present
Job Director & Actuary at M Financial Group
Industry Financial Services
Experience
M Financial Group April 2014 - Present
M Benefit Solutions April 2013 - April 2014
M Financial Group March 2006 - April 2013
Skills
Actuarial Science, Insurance, Life Insurance, Reinsurance, Financial Modeling, Risk Management, Financial Analysis, Strategic Financial..., Employee Benefits
Education
Boise State University 2004 — 2005
Bachelor's degree, Mathematics
University of Idaho 2003 — 2004
M Financial Group April 2014 - Present
M Benefit Solutions April 2013 - April 2014
M Financial Group March 2006 - April 2013
Skills
Actuarial Science, Insurance, Life Insurance, Reinsurance, Financial Modeling, Risk Management, Financial Analysis, Strategic Financial..., Employee Benefits
Education
Boise State University 2004 — 2005
Bachelor's degree, Mathematics
University of Idaho 2003 — 2004
Sarah Kintz Sarah Kintz's M Financial Group Experience July 2015 - Present
Job Education Program Associate
Industry Financial Services
Experience
M Financial Group July 2015 - Present
Fisher Investments November 2013 - Present
Fisher Investments November 2012 - Present
Avalon English May 2009 - June 2010
Norpac Foods, Inc June 2009 - September 2009
Skills
Curriculum Design, Curriculum Development, Teaching, Tutoring, Lesson Planning, ESL, Classroom, Teacher Training, Teaching English as a..., Educational Leadership, Educational Technology, Classroom Management, Higher Education, Literacy, Staff Development
Education
Oregon State University 2005 — 2008
Bachelor of Science, Speech Communications; Interpersonal and Intercultural communication
2003-2005 Cottey College 2003 — 2005
Associates of Art
M Financial Group July 2015 - Present
Fisher Investments November 2013 - Present
Fisher Investments November 2012 - Present
Avalon English May 2009 - June 2010
Norpac Foods, Inc June 2009 - September 2009
Skills
Curriculum Design, Curriculum Development, Teaching, Tutoring, Lesson Planning, ESL, Classroom, Teacher Training, Teaching English as a..., Educational Leadership, Educational Technology, Classroom Management, Higher Education, Literacy, Staff Development
Education
Oregon State University 2005 — 2008
Bachelor of Science, Speech Communications; Interpersonal and Intercultural communication
2003-2005 Cottey College 2003 — 2005
Associates of Art
Ian C. C. Crawford Ian C. C. Crawford's M Financial Group Experience 2003 - 2008
Job Vanderbilt Owen Graduate School of Management
Industry Management Consulting
Experience
Vanderbilt University August 2013 - Present
Johnson & Johnson 2014 - 2014
Nike 2011 - 2013
Filigree Advisors 2008 - 2011
M Financial Group 2003 - 2008
John Hancock 2002 - 2002
WingMen 2002 - 2002
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategy, Human Organizational Performance, International Studies
University of Puget Sound
BS, Mathematics
University of Oregon
Sunset High School
Jesuit High School
Vanderbilt University August 2013 - Present
Johnson & Johnson 2014 - 2014
Nike 2011 - 2013
Filigree Advisors 2008 - 2011
M Financial Group 2003 - 2008
John Hancock 2002 - 2002
WingMen 2002 - 2002
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Strategy, Human Organizational Performance, International Studies
University of Puget Sound
BS, Mathematics
University of Oregon
Sunset High School
Jesuit High School
Elisa H. Williams Elisa H. Williams's M Financial Group Experience January 1980 - January 1985
Job Hearing Aid Specialist at hi HealthInnovations, a UnitedHealth Group business
Industry Hospital & Health Care
Experience
UnitedHealth Group's: hi HealthInnovations January 2012 - Present
Genstler Eye Center & Hearing Place February 2011 - January 2012
Harrington Benefits, a Fiserve Health Company 2004 - 2005
M Financial Group January 1980 - January 1985
Skills
Hearing Evaluations, Hearing Aid Sales, Hearing Conservation, Healthcare, Customer Service, Direct Sales, Retail, Board Level, Microsoft Office, Direct Marketing, Public Speaking, Team Building, Event Planning, Training, Marketing
Education
University of Oregon 1980 — 1985
Bachelor of Science, Double Majored: Speech Pathology & Audiology; Telecommunication & Film Studies.
St. Mary of the Valley High School 1977 — 1979
UnitedHealth Group's: hi HealthInnovations January 2012 - Present
Genstler Eye Center & Hearing Place February 2011 - January 2012
Harrington Benefits, a Fiserve Health Company 2004 - 2005
M Financial Group January 1980 - January 1985
Skills
Hearing Evaluations, Hearing Aid Sales, Hearing Conservation, Healthcare, Customer Service, Direct Sales, Retail, Board Level, Microsoft Office, Direct Marketing, Public Speaking, Team Building, Event Planning, Training, Marketing
Education
University of Oregon 1980 — 1985
Bachelor of Science, Double Majored: Speech Pathology & Audiology; Telecommunication & Film Studies.
St. Mary of the Valley High School 1977 — 1979
Cindy (Xi) Wu Cindy (Xi) Wu's M Financial Group Experience May 2014 - August 2014
Job Graduate Student at Stanford University
Industry Insurance
Experience
Esurance June 2015 - August 2015
M Financial Group May 2014 - August 2014
University of Michigan August 2013 - November 2013
Stephen M. Ross Academic Center- University of Michigan September 2012 - August 2013
Sino-LIfe Insurance May 2013 - June 2013
Sinoway International Education Group-SYSU Campus June 2012 - August 2012
Guosen Financial Services Company July 2011 - August 2011
Skills
Statistics, Data Mining, R, Python, Microsoft Excel, Actuarial Science, Bootstrapping, Linear Regression, Microsoft Visual Studio..., SAS, Teaching
Education
Stanford University 2014 — 2016
Master's Degree, Statistics
University of Michigan 2011 — 2014
BS, Actuarial Mathematics and Statistics, 3.84/4.00
Esurance June 2015 - August 2015
M Financial Group May 2014 - August 2014
University of Michigan August 2013 - November 2013
Stephen M. Ross Academic Center- University of Michigan September 2012 - August 2013
Sino-LIfe Insurance May 2013 - June 2013
Sinoway International Education Group-SYSU Campus June 2012 - August 2012
Guosen Financial Services Company July 2011 - August 2011
Skills
Statistics, Data Mining, R, Python, Microsoft Excel, Actuarial Science, Bootstrapping, Linear Regression, Microsoft Visual Studio..., SAS, Teaching
Education
Stanford University 2014 — 2016
Master's Degree, Statistics
University of Michigan 2011 — 2014
BS, Actuarial Mathematics and Statistics, 3.84/4.00
Adam Vinton Adam Vinton's M Financial Group Experience June 2010 - September 2010
Job Senior Consultant at FTI Consulting
Industry Financial Services
Experience
FTI Consulting May 2014 - Present
Moss Adams LLP September 2012 - May 2014
Liberty Mutual Group June 2011 - September 2012
University of Oregon Investment Group September 2009 - June 2011
M Financial Group June 2010 - September 2010
Education
University of Oregon 2007 — 2011
Bachelor of Science, Business Administration (Honors), Economics
FTI Consulting May 2014 - Present
Moss Adams LLP September 2012 - May 2014
Liberty Mutual Group June 2011 - September 2012
University of Oregon Investment Group September 2009 - June 2011
M Financial Group June 2010 - September 2010
Education
University of Oregon 2007 — 2011
Bachelor of Science, Business Administration (Honors), Economics
David Schutt David Schutt's M Financial Group Experience 1991 - Present
Job Director, Finance at M Financial Group
Industry Financial Services
Experience
M Financial Group 1991 - Present
OECO Corporation 1987 - 1991
Coopers & Lybrand 1980 - 1987
Skills
FLMI, CPA, Series 7, Series 24, Series 27, Strategic Financial..., Risk Management, FINRA, Financial Services, Financial Advisory
Education
Oregon State University 1978 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Oregon State University
BS, Accounting and Finance
M Financial Group 1991 - Present
OECO Corporation 1987 - 1991
Coopers & Lybrand 1980 - 1987
Skills
FLMI, CPA, Series 7, Series 24, Series 27, Strategic Financial..., Risk Management, FINRA, Financial Services, Financial Advisory
Education
Oregon State University 1978 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Oregon State University
BS, Accounting and Finance
Nori La Rue Nori La Rue's M Financial Group Experience October 2010 - Present
Job Client Services Analyst at M Financial Group
Industry Financial Services
Experience
M Financial Group October 2010 - Present
M Financial Group 2010 - 2014
M Financial Group 2010 - 2014
Skills
Client Services, SharePoint, Visio, Access, Data Analysis, Analysis, Project Management, Microsoft Excel, Vendor Management, Microsoft Office, Customer Service, Strategic Planning, Software Documentation
Education
Central Michigan University 1990 — 1992
Master of Science (MS), General Administration
California State University-Sacramento 1985 — 1989
Bachelor of Arts (B.A.), Fine/Studio Arts, General
M Financial Group October 2010 - Present
M Financial Group 2010 - 2014
M Financial Group 2010 - 2014
Skills
Client Services, SharePoint, Visio, Access, Data Analysis, Analysis, Project Management, Microsoft Excel, Vendor Management, Microsoft Office, Customer Service, Strategic Planning, Software Documentation
Education
Central Michigan University 1990 — 1992
Master of Science (MS), General Administration
California State University-Sacramento 1985 — 1989
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Allan Dyson Allan Dyson's M Financial Group Experience July 2013 - March 2014
Job Sr. Business Analyst QuoteCenter @ Home Depot
Industry Retail
Experience
The Home Depot April 2015 - Present
adidas group March 2014 - April 2015
M Financial Group July 2013 - March 2014
M Financial Group June 2011 - July 2013
AVENNDI, LLC May 2008 - June 2011
Skills
Financial Modeling, Strategic Planning, Business Analysis, Management, Project Management, Data Analysis, Microsoft Excel, Access, Process Improvement, Finance, Tableau, Microsoft SQL Server, JIRA, Confluence, Pricing Strategy, Regression Testing, Budgets
Education
California State University-Northridge
Bachelor of Science, Finance
The Home Depot April 2015 - Present
adidas group March 2014 - April 2015
M Financial Group July 2013 - March 2014
M Financial Group June 2011 - July 2013
AVENNDI, LLC May 2008 - June 2011
Skills
Financial Modeling, Strategic Planning, Business Analysis, Management, Project Management, Data Analysis, Microsoft Excel, Access, Process Improvement, Finance, Tableau, Microsoft SQL Server, JIRA, Confluence, Pricing Strategy, Regression Testing, Budgets
Education
California State University-Northridge
Bachelor of Science, Finance
Carrie Fleisher Carrie Fleisher's M Financial Group Experience December 2012 - Present
Job Vice President, Chief Risk & Compliance Officer
Industry Financial Services
Experience
M Financial Group December 2012 - Present
M Financial Group March 2007 - December 2012
M Financial Group January 2002 - March 2007
PEN Associates, Inc. January 2000 - December 2001
Marketing One Securities, Inc. July 1995 - December 1999
Northwestern Mutual Life Insurance May 1994 - June 1995
Murphey Favre April 1993 - April 1994
Freeman Welwood & Co. Inc. September 1987 - April 1993
Skills
FINRA, Retirement Planning, Wealth Management, Series 7, Securities, Insurance, Estate Planning, Strategic Financial..., Investment Advisory, Financial Analysis, Series 24, Series 63, Financial Advisory, Financial Services, Life Insurance, Mutual Funds, Retirement, Wealth, Fixed Annuities
Education
Oregon State University 2013 — 2016
Bachelor of Arts (B.A.), Political Science and Government
West Linn High School 1982 — 1986
High School Degree, High School/Secondary Diplomas and Certificates
M Financial Group December 2012 - Present
M Financial Group March 2007 - December 2012
M Financial Group January 2002 - March 2007
PEN Associates, Inc. January 2000 - December 2001
Marketing One Securities, Inc. July 1995 - December 1999
Northwestern Mutual Life Insurance May 1994 - June 1995
Murphey Favre April 1993 - April 1994
Freeman Welwood & Co. Inc. September 1987 - April 1993
Skills
FINRA, Retirement Planning, Wealth Management, Series 7, Securities, Insurance, Estate Planning, Strategic Financial..., Investment Advisory, Financial Analysis, Series 24, Series 63, Financial Advisory, Financial Services, Life Insurance, Mutual Funds, Retirement, Wealth, Fixed Annuities
Education
Oregon State University 2013 — 2016
Bachelor of Arts (B.A.), Political Science and Government
West Linn High School 1982 — 1986
High School Degree, High School/Secondary Diplomas and Certificates
Chris Renfro Chris Renfro's M Financial Group Experience January 2014 - Present
Job Sales Support Analyst at M Financial Group
Industry Financial Services
Experience
M Financial Group January 2014 - Present
M Financial Group March 2011 - December 2013
Chris Dudley for Governor 2010 January 2010 - November 2010
Skills
Employee Benefits, Financial Services, Insurance, Social Media, Wealth Management, Retirement Planning, Account Management, Life Insurance, Mutual Funds, Disability Insurance, Fixed Annuities, Retirement
Education
Linfield College 2005 — 2009
BS, Business Marketing
M Financial Group January 2014 - Present
M Financial Group March 2011 - December 2013
Chris Dudley for Governor 2010 January 2010 - November 2010
Skills
Employee Benefits, Financial Services, Insurance, Social Media, Wealth Management, Retirement Planning, Account Management, Life Insurance, Mutual Funds, Disability Insurance, Fixed Annuities, Retirement
Education
Linfield College 2005 — 2009
BS, Business Marketing
Lana Heald Lana Heald's M Financial Group Experience 2008 - 2012
Job
Industry Human Resources
Experience
Viceroy Hotel Group 2013 - 2013
Mr. C Beverly Hills 2013 - 2013
M Financial Group 2008 - 2012
Pinnacle Exhibits 2007 - 2008
Comcast Cable 2006 - 2007
Oregon Museum of Science and Industry (OMSI) 2003 - 2006
M Financial Group 2002 - 2003
Paul, Hastings, Janofsky & Walker LLP 2001 - 2002
Innuity 2000 - 2001
Skills
Employee Benefits, Performance Management, Employee Relations, Recruitment/Retention, Onboarding, Staff Training, Corporate Events, Safety Management, Contractual Agreements, Travel Management, Travel Arrangements, Employment Contracts, Contract Management, Vendor Management, People-oriented, Coordinating Events, Training, Personnel Management, Human Resources, Management, Safety Management..., HRIS, Coaching, Benefits Administration, Talent Management, Recruiting, Leadership, Talent Acquisition
Education
University of Oregon
Bachelor's degree
Viceroy Hotel Group 2013 - 2013
Mr. C Beverly Hills 2013 - 2013
M Financial Group 2008 - 2012
Pinnacle Exhibits 2007 - 2008
Comcast Cable 2006 - 2007
Oregon Museum of Science and Industry (OMSI) 2003 - 2006
M Financial Group 2002 - 2003
Paul, Hastings, Janofsky & Walker LLP 2001 - 2002
Innuity 2000 - 2001
Skills
Employee Benefits, Performance Management, Employee Relations, Recruitment/Retention, Onboarding, Staff Training, Corporate Events, Safety Management, Contractual Agreements, Travel Management, Travel Arrangements, Employment Contracts, Contract Management, Vendor Management, People-oriented, Coordinating Events, Training, Personnel Management, Human Resources, Management, Safety Management..., HRIS, Coaching, Benefits Administration, Talent Management, Recruiting, Leadership, Talent Acquisition
Education
University of Oregon
Bachelor's degree
ReNae Schwartz, CAPM ReNae Schwartz, CAPM's M Financial Group Experience March 2012 - Present
Job Executive Assistant / Project Coordinator at M Financial Group
Industry Insurance
Experience
M Financial Group March 2012 - Present
Clearwire Corporation April 2009 - May 2011
Key Laser Institute, PC September 2006 - April 2009
University of California, Los Angeles (UCLA) November 2000 - April 2005
Skills
Program Management, Project Management, Budgets, Management, Project Planning, Vendor Management, Visio, Product Development, Telecommunications, Training, Process Improvement, Customer Service, Product Marketing, Event Management
Education
John F. Kennedy High School
Portland State University
Project Management
University of Washington
Liberal Arts
Borough of Manhattan Community College
Early Childhood Education
M Financial Group March 2012 - Present
Clearwire Corporation April 2009 - May 2011
Key Laser Institute, PC September 2006 - April 2009
University of California, Los Angeles (UCLA) November 2000 - April 2005
Skills
Program Management, Project Management, Budgets, Management, Project Planning, Vendor Management, Visio, Product Development, Telecommunications, Training, Process Improvement, Customer Service, Product Marketing, Event Management
Education
John F. Kennedy High School
Portland State University
Project Management
University of Washington
Liberal Arts
Borough of Manhattan Community College
Early Childhood Education
Neil August Neil August's M Financial Group Experience March 1993 - September 2004
Job Vice President, Information Technology / Principal at Cardno, Americas Region
Industry Civil Engineering
Experience
Cardno September 2004 - Present
M Financial Group March 1993 - September 2004
Dun & Bradstreet 1988 - 1992
Skills
IT Management, Project Management, Information Technology, Management, Leadership, Active Directory, Software Project..., Business Analysis, Strategic Planning, Disaster Recovery, IT Strategy, Integration, Infrastructure, Vendor Management, Professional Services, Project Planning
Education
University of Oregon 1998 — 2000
MS, Applied Information Management
Babson College 1984 — 1988
BS, Bus Admin (Finance & Comm)
Cardno September 2004 - Present
M Financial Group March 1993 - September 2004
Dun & Bradstreet 1988 - 1992
Skills
IT Management, Project Management, Information Technology, Management, Leadership, Active Directory, Software Project..., Business Analysis, Strategic Planning, Disaster Recovery, IT Strategy, Integration, Infrastructure, Vendor Management, Professional Services, Project Planning
Education
University of Oregon 1998 — 2000
MS, Applied Information Management
Babson College 1984 — 1988
BS, Bus Admin (Finance & Comm)
Ryan Jesenik Ryan Jesenik's M Financial Group Experience June 2011 - September 2011
Job Division Financial Analyst at Precision Castparts
Industry Aviation & Aerospace
Experience
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
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
Adam Clough's M Financial Group Experience March 2015 - Present
Job Manager at M Financial Group, MBA, CLU
Industry Financial Services
Experience
M Financial Group March 2015 - Present
M Financial Group July 2014 - March 2015
M Financial Group July 2012 - July 2014
M Financial Group January 2011 - July 2012
Transitions Global 2009 - 2012
Kittelson & Associates, Inc August 2006 - July 2009
Education
George Fox University
B.A.
Portland State University
MBA
The American College
Chartered Life Underwriter
M Financial Group March 2015 - Present
M Financial Group July 2014 - March 2015
M Financial Group July 2012 - July 2014
M Financial Group January 2011 - July 2012
Transitions Global 2009 - 2012
Kittelson & Associates, Inc August 2006 - July 2009
Education
George Fox University
B.A.
Portland State University
MBA
The American College
Chartered Life Underwriter
Brian Naylor Brian Naylor's M Financial Group Experience 2006 - 2009
Job Instructional Media Senior Analyst at Salesforce
Industry Information Technology and Services
Experience
Salesforce June 2015 - Present
salesforce.com March 2014 - June 2015
salesforce.com February 2014 - March 2014
salesforce.com April 2013 - February 2014
NWEA 2009 - 2013
M Financial Group 2006 - 2009
Bates Group LLC 2003 - 2006
Bates Private Capital - LECG 2002 - 2003
Columbia River Oncology Program 2000 - 2002
Stream International 1999 - 2000
Skills
Video Production, Video Editing, Training Videos, Promotional Videos, Technical Support, Help Desk Support, Customer Service, Training, Technical Training, Management, Computer Repair, Troubleshooting, Linux, Windows 7, Networking, Hardware, Educational Technology, Technical Documentation, Content Development, Learning Management, Distance Learning, Organizational Learning, Nonprofits, System Administration, Active Directory, Microsoft Applications, Learning Management..., Windows, Software Documentation, Project Management, Salesforce.com, Computer Hardware, E-Learning, Blended Learning, Mobile Learning, Hardware Repair
Education
Portland Community College
Computer and Information Sciences and Support Services
Wright State University
Classical and Ancient Studies
Richmond High School
Diploma, International Business
Salesforce June 2015 - Present
salesforce.com March 2014 - June 2015
salesforce.com February 2014 - March 2014
salesforce.com April 2013 - February 2014
NWEA 2009 - 2013
M Financial Group 2006 - 2009
Bates Group LLC 2003 - 2006
Bates Private Capital - LECG 2002 - 2003
Columbia River Oncology Program 2000 - 2002
Stream International 1999 - 2000
Skills
Video Production, Video Editing, Training Videos, Promotional Videos, Technical Support, Help Desk Support, Customer Service, Training, Technical Training, Management, Computer Repair, Troubleshooting, Linux, Windows 7, Networking, Hardware, Educational Technology, Technical Documentation, Content Development, Learning Management, Distance Learning, Organizational Learning, Nonprofits, System Administration, Active Directory, Microsoft Applications, Learning Management..., Windows, Software Documentation, Project Management, Salesforce.com, Computer Hardware, E-Learning, Blended Learning, Mobile Learning, Hardware Repair
Education
Portland Community College
Computer and Information Sciences and Support Services
Wright State University
Classical and Ancient Studies
Richmond High School
Diploma, International Business
Logan Mercer Logan Mercer's M Financial Group Experience June 2005 - March 2006
Job Data Analyst III
Industry Computer Software
Experience
Chrome Data Solutions July 2007 - Present
Tazo Tea June 2006 - July 2007
M Financial Group June 2005 - March 2006
Skills
Data Analysis, Quality Assurance, Team Leadership, Management, Microsoft Excel, Team Building, C#, Photoshop, Microsoft Word, Project Management, JavaScript, Agile Methodologies, Access, MySQL, Testing
Education
Lewis and Clark College 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Chrome Data Solutions July 2007 - Present
Tazo Tea June 2006 - July 2007
M Financial Group June 2005 - March 2006
Skills
Data Analysis, Quality Assurance, Team Leadership, Management, Microsoft Excel, Team Building, C#, Photoshop, Microsoft Word, Project Management, JavaScript, Agile Methodologies, Access, MySQL, Testing
Education
Lewis and Clark College 2001 — 2005
Bachelor of Arts (B.A.), Mathematics
Mike Molewski's M Financial Group Experience 2000 - 2010
Job Partner and CEO, MFP Strategies
Industry Financial Services
Experience
MFP Strategies April 2000 - Present
M Financial Group 2000 - 2010
Skills
Strategic Planning, Investments, Finance, Wealth Management, Securities, Investment Advisory, Retirement, Wealth, Leadership, Management
Education
McGowan School of Business 1992 — 1994
Taxation
King's College 1980 — 1984
Bachelor of Arts (BA), Economics and Psychology
MFP Strategies April 2000 - Present
M Financial Group 2000 - 2010
Skills
Strategic Planning, Investments, Finance, Wealth Management, Securities, Investment Advisory, Retirement, Wealth, Leadership, Management
Education
McGowan School of Business 1992 — 1994
Taxation
King's College 1980 — 1984
Bachelor of Arts (BA), Economics and Psychology
Sabra S. Hellmer Sabra S. Hellmer's M Financial Group Experience March 2004 - June 2014
Job Senior IT Business Analyst at M Financial Group
Industry Insurance
Experience
M Financial Group March 2004 - June 2014
M Financial Group March 1994 - March 2004
Nike, Inc. June 1989 - September 1993
Skills
Retirement Planning, Business Analysis, CRM, Financial Services, Fixed Annuities, Vendor Management, Risk Management, Analysis, Visio, Training, Insurance, Life Insurance, Strategic Planning, Sales, Employee Benefits, Budgets
Education
Colorado College 1978 — 1982
B.A., Business Administration
M Financial Group March 2004 - June 2014
M Financial Group March 1994 - March 2004
Nike, Inc. June 1989 - September 1993
Skills
Retirement Planning, Business Analysis, CRM, Financial Services, Fixed Annuities, Vendor Management, Risk Management, Analysis, Visio, Training, Insurance, Life Insurance, Strategic Planning, Sales, Employee Benefits, Budgets
Education
Colorado College 1978 — 1982
B.A., Business Administration
Harold Wachtel's M Financial Group Experience 2004 - 2008
Job Managing Director at Wachtel Capital Management, LLC
Industry Financial Services
Experience
Wachtel Capital Advisors, LLC 2009 - Present
Wachtel Capital Management, LLC October 2008 - Present
M Financial Group 2004 - 2008
JP Morgan Chase 2002 - 2004
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Insurance, Portfolio Management, Business Planning, Retirement, Small Business, Finance, Investment Advisory, Estate Planning, Entrepreneurship, Employee Benefits, Financial Advisory, Disability Insurance, Mutual Funds, Financial Planning, Management, 401k, Fixed Annuities
Education
Fairleigh Dickinson University 2000 — 2002
Boston University
CFP, Financial Planning
Wachtel Capital Advisors, LLC 2009 - Present
Wachtel Capital Management, LLC October 2008 - Present
M Financial Group 2004 - 2008
JP Morgan Chase 2002 - 2004
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Insurance, Portfolio Management, Business Planning, Retirement, Small Business, Finance, Investment Advisory, Estate Planning, Entrepreneurship, Employee Benefits, Financial Advisory, Disability Insurance, Mutual Funds, Financial Planning, Management, 401k, Fixed Annuities
Education
Fairleigh Dickinson University 2000 — 2002
Boston University
CFP, Financial Planning
Rick Pogue, CLU, ChFC Rick Pogue, CLU, ChFC's M Financial Group Experience January 2009 - September 2010
Job Investment Advisor / Insurance Analyst
Industry Insurance
Experience
Heffernan Insurance Brokers November 2014 - Present
The Summit Financial Strategies, Inc. April 2014 - October 2014
Principal Financial Group July 2012 - March 2014
M Financial Group January 2009 - September 2010
M Financial Group September 2002 - December 2008
Waddell & Reed July 2001 - August 2002
Skills
Wealth Accumulation..., Wealth Management, Wealth Preservation..., Retirement Plan..., Income Protection, Insurance, Estate Planning, Trusts
Education
The American College 2006 — 2006
Prof. Designation, Chartered Financial Consultant - ChFC
The American College 2005 — 2006
Prof. Designation, Chartered Life Underwriter - CLU
California State University-Monterey Bay 1996 — 1997
BA, Arts & Technology
Heffernan Insurance Brokers November 2014 - Present
The Summit Financial Strategies, Inc. April 2014 - October 2014
Principal Financial Group July 2012 - March 2014
M Financial Group January 2009 - September 2010
M Financial Group September 2002 - December 2008
Waddell & Reed July 2001 - August 2002
Skills
Wealth Accumulation..., Wealth Management, Wealth Preservation..., Retirement Plan..., Income Protection, Insurance, Estate Planning, Trusts
Education
The American College 2006 — 2006
Prof. Designation, Chartered Financial Consultant - ChFC
The American College 2005 — 2006
Prof. Designation, Chartered Life Underwriter - CLU
California State University-Monterey Bay 1996 — 1997
BA, Arts & Technology
Bridget McNamara-Fenesy Bridget McNamara-Fenesy's M Financial Group Experience 1998 - 2001
Job
Industry Financial Services
Experience
Two Gaits Consulting 2001 - Present
M Financial Group 1998 - 2001
M Financial Group 1992 - 2001
MCG NW 1985 - 1992
Skills
Organizational..., Strategic Planning, Strategy, Financial Services, Executive Coaching, Succession Planning, Retirement, Marketing Strategy, Estate Planning, New Business Development, Marketing, Due Diligence, Recruiting, Management Consulting, Sales, Employee Benefits, Negotiation, Mergers & Acquisitions, Executive Management, Governance, Insurance, Project Planning, Risk Management, Product Development, Consulting, Investment Advisory, Securities, Retirement Planning, Investments, Strategic Financial..., Small Business, Writing, Strategic, Communication Skills, Contract Negotiation, Conflict Resolution, Board Governance, Governa, Employee Relations, FINRA, Regulatory Compliance, Budget Process, Public Speaking, Publicity, Business Alliances, Team Building, Employee Training, Ghostwriting, Editing, Knowledge Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
CEBS, Employee Benefits
University of Denver - Sturm College of Law 1980 — 1983
JD, Law
University of Notre Dame 1976 — 1980
BA, Psychology
Two Gaits Consulting 2001 - Present
M Financial Group 1998 - 2001
M Financial Group 1992 - 2001
MCG NW 1985 - 1992
Skills
Organizational..., Strategic Planning, Strategy, Financial Services, Executive Coaching, Succession Planning, Retirement, Marketing Strategy, Estate Planning, New Business Development, Marketing, Due Diligence, Recruiting, Management Consulting, Sales, Employee Benefits, Negotiation, Mergers & Acquisitions, Executive Management, Governance, Insurance, Project Planning, Risk Management, Product Development, Consulting, Investment Advisory, Securities, Retirement Planning, Investments, Strategic Financial..., Small Business, Writing, Strategic, Communication Skills, Contract Negotiation, Conflict Resolution, Board Governance, Governa, Employee Relations, FINRA, Regulatory Compliance, Budget Process, Public Speaking, Publicity, Business Alliances, Team Building, Employee Training, Ghostwriting, Editing, Knowledge Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
CEBS, Employee Benefits
University of Denver - Sturm College of Law 1980 — 1983
JD, Law
University of Notre Dame 1976 — 1980
BA, Psychology
Brian Bristow MBA, AIF Brian Bristow MBA, AIF's M Financial Group Experience August 2009 - July 2015
Job Business Development.
Industry Financial Services
Experience
M Financial Group August 2009 - July 2015
National Life Group 2005 - 2009
Sentinel Investments 2001 - 2005
Skills
Series 7, Series 24, Series 65, Series 63
Education
University of Phoenix 2004 — 2006
MBA, Marketing, 3.72
DePaul University 1987 — 1991
Bachelor's degree, Psychology, 3.5
M Financial Group August 2009 - July 2015
National Life Group 2005 - 2009
Sentinel Investments 2001 - 2005
Skills
Series 7, Series 24, Series 65, Series 63
Education
University of Phoenix 2004 — 2006
MBA, Marketing, 3.72
DePaul University 1987 — 1991
Bachelor's degree, Psychology, 3.5
Ted Schleisman, ASA Ted Schleisman, ASA's M Financial Group Experience January 2010 - Present
Job Senior Actuarial Associate at M Financial Group
Industry Insurance
Experience
M Financial Group January 2010 - Present
Drake University August 2006 - December 2009
Principal Financial Group May 2009 - August 2009
Northwestern Mutual May 2008 - August 2008
Education
Drake University 2006 — 2009
BSBA, Actuarial Science, Finance
Middleton High School 2002 — 2006
Diploma
M Financial Group January 2010 - Present
Drake University August 2006 - December 2009
Principal Financial Group May 2009 - August 2009
Northwestern Mutual May 2008 - August 2008
Education
Drake University 2006 — 2009
BSBA, Actuarial Science, Finance
Middleton High School 2002 — 2006
Diploma
William Dungan CFP, CEBS's M Financial Group Experience 1993 - Present
Job Principal Dungan and Associates LLC
Industry Insurance
Experience
M Financial Group 1993 - Present
Dungan and Associates LLC 1993 - Present
Old Dominion University 1990 - Present
Rutherfoord September 2009 - October 2011
USI 1988 - 2009
Prudential Norfolk Va 1979 - 1980
Prudential Norfolk Va 1979 - 1980
Skills
Estate Planning, Insurance, Employee Benefits, Retirement Planning, Financial Planning, Wealth Management, Strategic Financial..., Executive Pay, Small Business, Retirement, Strategic Planning, Financial Advisory, Life Insurance, Disability Insurance, Asset Managment, Health Insurance, Financial Planners, Fixed Annuities, Wealth, 401k, Asset Management
Education
The University of Manchester 2007 — 2010
Post Graduate Certificate, Egyptology
American College 1984 — 1990
MSFS & MSM + CLU & ChFC, Finance & Management
University of Pennsylvania - The Wharton School 1984 — 1985
CEBS Designation, Employee Benefits
Old Dominion University 1974 — 1978
BS, Biology & Economics
M Financial Group 1993 - Present
Dungan and Associates LLC 1993 - Present
Old Dominion University 1990 - Present
Rutherfoord September 2009 - October 2011
USI 1988 - 2009
Prudential Norfolk Va 1979 - 1980
Prudential Norfolk Va 1979 - 1980
Skills
Estate Planning, Insurance, Employee Benefits, Retirement Planning, Financial Planning, Wealth Management, Strategic Financial..., Executive Pay, Small Business, Retirement, Strategic Planning, Financial Advisory, Life Insurance, Disability Insurance, Asset Managment, Health Insurance, Financial Planners, Fixed Annuities, Wealth, 401k, Asset Management
Education
The University of Manchester 2007 — 2010
Post Graduate Certificate, Egyptology
American College 1984 — 1990
MSFS & MSM + CLU & ChFC, Finance & Management
University of Pennsylvania - The Wharton School 1984 — 1985
CEBS Designation, Employee Benefits
Old Dominion University 1974 — 1978
BS, Biology & Economics
Joe Hodges Joe Hodges's M Financial Group Experience September 2013 - Present
Job Member at M Financial Group
Industry Investment Management
Experience
M Financial Group September 2013 - Present
Grant Financial Group October 2002 - Present
New York Life October 2002 - October 2013
A.G. Edwards 1998 - October 2002
Waterhouse securities 1994 - 1998
Edward Jones September 1992 - 1994
Skills
Retirement Planning, Fixed Annuities, Roth IRA, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Investments, Estate Planning, Term Life Insurance, 401k, Securities, Mortgage Marketing, Financial Planners, Series 6, Investment Advisory, Wealth Management, Insurance, Whole Life, Long Term Care Insurance, Asset Allocation, Wealth, Series 63, Mutual Funds, Life Insurance, Strategic Financial...
Education
Georgia Southern University 1988 — 1991
Georgia Institute of Technology 1984 — 1988
M Financial Group September 2013 - Present
Grant Financial Group October 2002 - Present
New York Life October 2002 - October 2013
A.G. Edwards 1998 - October 2002
Waterhouse securities 1994 - 1998
Edward Jones September 1992 - 1994
Skills
Retirement Planning, Fixed Annuities, Roth IRA, IRAs, Retirement, Wealth Accumulation, Long-term Care, Disability Insurance, Investments, Estate Planning, Term Life Insurance, 401k, Securities, Mortgage Marketing, Financial Planners, Series 6, Investment Advisory, Wealth Management, Insurance, Whole Life, Long Term Care Insurance, Asset Allocation, Wealth, Series 63, Mutual Funds, Life Insurance, Strategic Financial...
Education
Georgia Southern University 1988 — 1991
Georgia Institute of Technology 1984 — 1988
Mack Sterr's M Financial Group Experience June 2012 - August 2012
Job Elite Account Executive at Yelp
Industry Internet
Experience
Yelp September 2013 - Present
Secretly Canadian/Jagjaguwar/Dead Oceans Record Labels May 2013 - Present
M Financial Group June 2012 - August 2012
The Blacksheep Newspaper August 2011 - August 2012
Brown and Brown Insurance June 2011 - July 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Access, PowerPoint, Insurance, Microsoft Office, Microsoft Word, Data Analysis, Customer Service, Leadership, Social Media
Education
Indiana University Bloomington 2009 — 2013
Bachelor's, Economics, Minors in Business and Spanish
Yelp September 2013 - Present
Secretly Canadian/Jagjaguwar/Dead Oceans Record Labels May 2013 - Present
M Financial Group June 2012 - August 2012
The Blacksheep Newspaper August 2011 - August 2012
Brown and Brown Insurance June 2011 - July 2012
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Access, PowerPoint, Insurance, Microsoft Office, Microsoft Word, Data Analysis, Customer Service, Leadership, Social Media
Education
Indiana University Bloomington 2009 — 2013
Bachelor's, Economics, Minors in Business and Spanish
Scott Fuson Scott Fuson's M Financial Group Experience September 2011 - April 2013
Job Merchandising Operations Analyst Jordan Brand at Nike
Industry Financial Services
Experience
Nike May 2013 - Present
M Financial Group September 2011 - April 2013
University of Denver October 2009 - July 2011
Geffen Mesher & Company, P.C. June 2009 - August 2009
Skills
Financial Modeling, Excel, PowerPoint, Financial Reporting, Accounting, Microsoft Excel, Finance, Financial Accounting, Internal Controls, Analysis, Cat Sitting, GAAP, Auditing
Education
University of Denver - Daniels College of Business 2010 — 2011
MBA, Finance, Accounting
University of Denver - Daniels College of Business 2006 — 2010
BSBA, Finance, Accounting, Leadership
Nike May 2013 - Present
M Financial Group September 2011 - April 2013
University of Denver October 2009 - July 2011
Geffen Mesher & Company, P.C. June 2009 - August 2009
Skills
Financial Modeling, Excel, PowerPoint, Financial Reporting, Accounting, Microsoft Excel, Finance, Financial Accounting, Internal Controls, Analysis, Cat Sitting, GAAP, Auditing
Education
University of Denver - Daniels College of Business 2010 — 2011
MBA, Finance, Accounting
University of Denver - Daniels College of Business 2006 — 2010
BSBA, Finance, Accounting, Leadership
Andrea Gilbert Andrea Gilbert's M Financial Group Experience August 2014 - Present
Job at M Financial Group
Industry Insurance
Experience
M Financial Group August 2014 - Present
New York Life Insurance Company March 2010 - July 2014
Wachovia Home Loans July 2006 - October 2007
Exquisite Events April 2004 - October 2007
Tiba Medical, Inc October 2004 - April 2006
Skills
Customer Relations, Event Management, PowerPoint, Outlook, Word, Microsoft Word, Marketing Strategy, Account Management, Sales, Small Business, Customer Service
Education
Regis University 2007 — 2009
Masters, Business Administration, Business, Marketing
Portland State University
Bachelors of Arts, Social Science
M Financial Group August 2014 - Present
New York Life Insurance Company March 2010 - July 2014
Wachovia Home Loans July 2006 - October 2007
Exquisite Events April 2004 - October 2007
Tiba Medical, Inc October 2004 - April 2006
Skills
Customer Relations, Event Management, PowerPoint, Outlook, Word, Microsoft Word, Marketing Strategy, Account Management, Sales, Small Business, Customer Service
Education
Regis University 2007 — 2009
Masters, Business Administration, Business, Marketing
Portland State University
Bachelors of Arts, Social Science
Rob LaFollette Rob LaFollette's M Financial Group Experience September 1990 - Present
Job Senior IT Business Analyst
Industry Information Technology and Services
Experience
M Financial Group September 1990 - Present
Education
Oregon State University 1985 — 1989
B.S., Mathematics
M Financial Group September 1990 - Present
Education
Oregon State University 1985 — 1989
B.S., Mathematics
Paula Burton Paula Burton's M Financial Group Experience November 2009 - August 2010
Job Executive Assistant
Industry Architecture & Planning
Experience
ZGF Architects LLP June 2015 - Present
Agilyx Corporation June 2011 - June 2015
JP Morgan Chase October 2010 - April 2011
M Financial Group November 2009 - August 2010
Goldman Sachs October 2007 - May 2009
American Academy of Dramatic Arts October 2002 - May 2007
Skills
Microsoft Office, Event Planning, Microsoft Word, Social Media, Public Speaking, Outlook, Theatre, Stage, Acting, Teaching Acting, Executive Administrative, Notary Public, Organizational..., Travel Management, Expense Management, Creative Writing, Playwriting, Blogging, Marathon, Program Management, Administrative..., Contract Negotiation, Process Improvement, Process Scheduler, Human Resources, Event Management, Training, Lotus Notes, Fundraising, Office Administration, Interviews, Nonprofits, Start-ups, Budgets, Management, Coordinating Events, Corporate Events, Project Management, Facebook, Public Relations, Time Management, Onboarding, Office Management, Leadership, Strategic Planning, Microsoft Excel, Social Networking, Administration, Team Building, Meeting Planning
Education
University of Exeter 1998 — 2001
BA, Drama
American Academy of Dramatic Arts 2002 — 2005
AA, Advanced Actor Training
ZGF Architects LLP June 2015 - Present
Agilyx Corporation June 2011 - June 2015
JP Morgan Chase October 2010 - April 2011
M Financial Group November 2009 - August 2010
Goldman Sachs October 2007 - May 2009
American Academy of Dramatic Arts October 2002 - May 2007
Skills
Microsoft Office, Event Planning, Microsoft Word, Social Media, Public Speaking, Outlook, Theatre, Stage, Acting, Teaching Acting, Executive Administrative, Notary Public, Organizational..., Travel Management, Expense Management, Creative Writing, Playwriting, Blogging, Marathon, Program Management, Administrative..., Contract Negotiation, Process Improvement, Process Scheduler, Human Resources, Event Management, Training, Lotus Notes, Fundraising, Office Administration, Interviews, Nonprofits, Start-ups, Budgets, Management, Coordinating Events, Corporate Events, Project Management, Facebook, Public Relations, Time Management, Onboarding, Office Management, Leadership, Strategic Planning, Microsoft Excel, Social Networking, Administration, Team Building, Meeting Planning
Education
University of Exeter 1998 — 2001
BA, Drama
American Academy of Dramatic Arts 2002 — 2005
AA, Advanced Actor Training
Ben Bleustein Ben Bleustein's M Financial Group Experience October 2009 - April 2012
Job Capital Markets Securitization Associate at Freddie Mac
Industry Financial Services
Experience
Freddie Mac July 2015 - Present
LEAF College Savings, LLC October 2014 - May 2015
Greenberg, Wexler & Eig, LLC October 2014 - May 2015
Greenberg, Wexler & Eig, LLC April 2014 - September 2014
Advantage Inc. August 2012 - March 2014
Advantage Inc. April 2012 - August 2012
M Financial Group October 2009 - April 2012
Northwestern Mutual Financial Network May 2008 - August 2008
Morgan Keegan June 2006 - August 2006
Morgan Keegan December 2005 - January 2006
Skills
Fixed Annuities, Life Insurance, Universal Life, Marketing Strategy, Strategy, Retirement Planning, Microsoft Office, Annuities, GoToMeeting, Life & Health Insurance..., Finance
Education
University of Miami - School of Business 2005 — 2009
BBA, Finance
Memphis University School
Freddie Mac July 2015 - Present
LEAF College Savings, LLC October 2014 - May 2015
Greenberg, Wexler & Eig, LLC October 2014 - May 2015
Greenberg, Wexler & Eig, LLC April 2014 - September 2014
Advantage Inc. August 2012 - March 2014
Advantage Inc. April 2012 - August 2012
M Financial Group October 2009 - April 2012
Northwestern Mutual Financial Network May 2008 - August 2008
Morgan Keegan June 2006 - August 2006
Morgan Keegan December 2005 - January 2006
Skills
Fixed Annuities, Life Insurance, Universal Life, Marketing Strategy, Strategy, Retirement Planning, Microsoft Office, Annuities, GoToMeeting, Life & Health Insurance..., Finance
Education
University of Miami - School of Business 2005 — 2009
BBA, Finance
Memphis University School
Corey D. Johnson's M Financial Group Experience May 2014 - January 2015
Job Business Analyst at Docupace Technologies
Industry Financial Services
Experience
Docupace Technologies February 2015 - Present
M Financial Group May 2014 - January 2015
TD Ameritrade Trust Company February 2013 - January 2014
TD Ameritrade Trust Company 2011 - 2013
Russo Partners, LLC June 2010 - August 2010
Bridge Linguatec July 2009 - May 2010
Fiserv ISS June 2007 - September 2008
Triumph Mortgage, LLC January 2006 - June 2007
Skills
Process Improvement, Business Analysis, Strategy, Data Analysis, Leadership, Project Management, Training, Financial Services, Access, Customer Service, 401k, Mutual Funds, Microsoft Office, Business Strategy, Analysis, Quality Assurance, Microsoft Excel, Visual Basic Design
Education
University of Colorado at Colorado Springs 2001 — 2006
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Docupace Technologies February 2015 - Present
M Financial Group May 2014 - January 2015
TD Ameritrade Trust Company February 2013 - January 2014
TD Ameritrade Trust Company 2011 - 2013
Russo Partners, LLC June 2010 - August 2010
Bridge Linguatec July 2009 - May 2010
Fiserv ISS June 2007 - September 2008
Triumph Mortgage, LLC January 2006 - June 2007
Skills
Process Improvement, Business Analysis, Strategy, Data Analysis, Leadership, Project Management, Training, Financial Services, Access, Customer Service, 401k, Mutual Funds, Microsoft Office, Business Strategy, Analysis, Quality Assurance, Microsoft Excel, Visual Basic Design
Education
University of Colorado at Colorado Springs 2001 — 2006
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Richard (Rick) Shirley's M Financial Group Experience January 2005 - May 2011
Job Vice President at MullinTBG
Industry Insurance
Experience
MullinTBG May 2013 - Present
WISE Agency LLC April 2012 - April 2013
M Financial Group January 2005 - May 2011
National Financial Partners May 1999 - December 2003
New England Financial August 1998 - May 1999
The Provident Companies August 1997 - August 1998
Paul Revere Insurance Group August 1994 - August 1997
Skills
Employee Benefits, Disability Insurance, Executive Pay, Insurance, Long-term Care, Life Insurance, Financial Services, Strategic Planning, Securities, Series 63, Finance, 401k, Long Term Care Insurance, Wealth Management, Sales, Estate Planning, Retirement Planning
Education
Texas State University-San Marcos 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Texas State University
BBA Finance, Finance
MullinTBG May 2013 - Present
WISE Agency LLC April 2012 - April 2013
M Financial Group January 2005 - May 2011
National Financial Partners May 1999 - December 2003
New England Financial August 1998 - May 1999
The Provident Companies August 1997 - August 1998
Paul Revere Insurance Group August 1994 - August 1997
Skills
Employee Benefits, Disability Insurance, Executive Pay, Insurance, Long-term Care, Life Insurance, Financial Services, Strategic Planning, Securities, Series 63, Finance, 401k, Long Term Care Insurance, Wealth Management, Sales, Estate Planning, Retirement Planning
Education
Texas State University-San Marcos 1989 — 1993
Bachelor of Business Administration (BBA), Finance
Texas State University
BBA Finance, Finance
MICHAEL FAUREST, CFP(R) MICHAEL FAUREST, CFP(R)'s M Financial Group Experience September 2012 - Present
Job Principal, Brown Faurest, Member of M Financial Group, Advanced Planning for Business Owners and High Net Worth Families
Industry Financial Services
Experience
Brown Faurest September 2012 - Present
M Financial Group September 2012 - Present
Faurest Investments and Advisory January 2012 - September 2012
Merrick Ventures January 2010 - October 2010
Jefferies & Company June 2010 - September 2010
SHI September 2008 - September 2009
CareerBuilder.com June 2006 - August 2008
CDW January 2003 - May 2006
UPS Supply Chain Solutions May 2002 - January 2003
Skills
Financial Analysis, Start-ups, Strategy, Personal Finance, Finance, Disability Insurance, Life Insurance, Financial Markets, Leadership, Sales, Series 6, Small Business, Public Speaking, 63 Licenses, Mergers & Acquisitions, Wealth Management, Securities, Account Management, Financial Planners, Insurance, Financial Modeling, Financial Services, Analysis, Investments, Investment Products, Insurance Planning, life insurance..., 63 Licensed
Education
KELLOGG SCHOOL OF MANAGEMENT 2008 — 2011
Maters of Business Adminstration
NORTHWESTERN UNIVERSITY 2008 — 2011
Master of Business Administration; Bachelor of Arts degrees
Northwestern University - Kellogg School of Management 2008 — 2011
MBA
Indiana University - Kelley School of Business 1997 — 2001
Bachelors
Indiana University Bloomington 1997 — 2001
Bachelor of Arts
St. X 1993 — 1997
High School Diploma
Brown Faurest September 2012 - Present
M Financial Group September 2012 - Present
Faurest Investments and Advisory January 2012 - September 2012
Merrick Ventures January 2010 - October 2010
Jefferies & Company June 2010 - September 2010
SHI September 2008 - September 2009
CareerBuilder.com June 2006 - August 2008
CDW January 2003 - May 2006
UPS Supply Chain Solutions May 2002 - January 2003
Skills
Financial Analysis, Start-ups, Strategy, Personal Finance, Finance, Disability Insurance, Life Insurance, Financial Markets, Leadership, Sales, Series 6, Small Business, Public Speaking, 63 Licenses, Mergers & Acquisitions, Wealth Management, Securities, Account Management, Financial Planners, Insurance, Financial Modeling, Financial Services, Analysis, Investments, Investment Products, Insurance Planning, life insurance..., 63 Licensed
Education
KELLOGG SCHOOL OF MANAGEMENT 2008 — 2011
Maters of Business Adminstration
NORTHWESTERN UNIVERSITY 2008 — 2011
Master of Business Administration; Bachelor of Arts degrees
Northwestern University - Kellogg School of Management 2008 — 2011
MBA
Indiana University - Kelley School of Business 1997 — 2001
Bachelors
Indiana University Bloomington 1997 — 2001
Bachelor of Arts
St. X 1993 — 1997
High School Diploma
Sherry Olson Sherry Olson's M Financial Group Experience June 2001 - July 2007
Job Accounting Professional
Industry Accounting
Experience
Clackamas River Water August 2008 - October 2009
M Financial Group June 2001 - July 2007
KinderCare Learning Centers, Inc January 1998 - January 2001
Oregon Steel Mills, Inc January 1996 - January 1998
Portland General Corporation January 1989 - January 1996
Education
Eastern Washington University
B.A, Education; Music, Applied Voice
Eastern Washington University
Portland State University
Accounting
Spokane Falls Community College
Clackamas River Water August 2008 - October 2009
M Financial Group June 2001 - July 2007
KinderCare Learning Centers, Inc January 1998 - January 2001
Oregon Steel Mills, Inc January 1996 - January 1998
Portland General Corporation January 1989 - January 1996
Education
Eastern Washington University
B.A, Education; Music, Applied Voice
Eastern Washington University
Portland State University
Accounting
Spokane Falls Community College
Kirk Brohman, CAPM Kirk Brohman, CAPM's M Financial Group Experience July 2012 - April 2013
Job Program Manager, eBay Mobile
Industry Computer Software
Experience
eBay Inc April 2014 - Present
eBay Inc April 2013 - Present
M Financial Group July 2012 - April 2013
M Financial Group July 2009 - July 2012
FEI Company October 2008 - May 2009
Creative Artists Agency June 2007 - July 2008
Imagi Animation Studios March 2007 - June 2007
Starz Animation March 2006 - March 2007
Universal Studios July 2004 - December 2005
Skills
Film, Project Management, Active Directory, Account Management, User Experience, Microsoft Office, Animation, Customer Service, User Acceptance Testing, Systems Analysis, Business Analysis, Mobile Devices, Process Improvement, Software Project..., Requirements Analysis, Agile Methodologies, Software Development, Microsoft Excel, Photoshop, Social Media, Leadership, Marketing Strategy, Budgets, PowerPoint, Social Media Marketing, Software Documentation, Visio, SQL, Training, HTML, SharePoint, Marketing, Strategic Planning
Education
Chapman University 2000 — 2004
BFA, Film Production, Emphasis in Producing
Park City High School 1996 — 2000
eBay Inc April 2014 - Present
eBay Inc April 2013 - Present
M Financial Group July 2012 - April 2013
M Financial Group July 2009 - July 2012
FEI Company October 2008 - May 2009
Creative Artists Agency June 2007 - July 2008
Imagi Animation Studios March 2007 - June 2007
Starz Animation March 2006 - March 2007
Universal Studios July 2004 - December 2005
Skills
Film, Project Management, Active Directory, Account Management, User Experience, Microsoft Office, Animation, Customer Service, User Acceptance Testing, Systems Analysis, Business Analysis, Mobile Devices, Process Improvement, Software Project..., Requirements Analysis, Agile Methodologies, Software Development, Microsoft Excel, Photoshop, Social Media, Leadership, Marketing Strategy, Budgets, PowerPoint, Social Media Marketing, Software Documentation, Visio, SQL, Training, HTML, SharePoint, Marketing, Strategic Planning
Education
Chapman University 2000 — 2004
BFA, Film Production, Emphasis in Producing
Park City High School 1996 — 2000
Douglas Robb Douglas Robb's M Financial Group Experience March 2009 - September 2012
Job Corporate Systems Administrator at iovation
Industry Information Technology and Services
Experience
iovation September 2012 - Present
M Financial Group March 2009 - September 2012
iovation, Inc. November 2007 - November 2008
Momentum Market Intelligence June 2006 - November 2007
CompuCom July 2005 - June 2006
Wildwood School 2000 - 2005
St. James Episcopal School August 1997 - June 2000
Skills
Windows Server, Microsoft Exchange, Blackberry, iPhone, Mac, Operating Systems, Network Administration, Microsoft SQL Server, SharePoint, VMware, Project Management, SQL, Help Desk Support, Linux, Servers, System Administration, Infrastructure, Security, Team Building, Windows, Active Directory, Cloud Computing, Troubleshooting, Network Security, Program Management, Visio, Management, Disaster Recovery, Virtualization, SCCM, Analysis
Education
University of Cape Town
BSc, Microbiology
iovation September 2012 - Present
M Financial Group March 2009 - September 2012
iovation, Inc. November 2007 - November 2008
Momentum Market Intelligence June 2006 - November 2007
CompuCom July 2005 - June 2006
Wildwood School 2000 - 2005
St. James Episcopal School August 1997 - June 2000
Skills
Windows Server, Microsoft Exchange, Blackberry, iPhone, Mac, Operating Systems, Network Administration, Microsoft SQL Server, SharePoint, VMware, Project Management, SQL, Help Desk Support, Linux, Servers, System Administration, Infrastructure, Security, Team Building, Windows, Active Directory, Cloud Computing, Troubleshooting, Network Security, Program Management, Visio, Management, Disaster Recovery, Virtualization, SCCM, Analysis
Education
University of Cape Town
BSc, Microbiology
Brody Faltermeyer's M Financial Group Experience April 2014 - Present
Job Loan Operations
Industry Financial Services
Experience
Guild Mortgage March 2015 - Present
M Financial Group April 2014 - Present
ING U.S. May 2012 - April 2014
Wells Fargo August 2011 - June 2012
First Investors Corporation February 2010 - September 2010
Student Works Painting July 2008 - July 2009
Skills
Customer Service, Software Documentation, Marketing Strategy, Management, Office Administration, Loans, Teamwork, Photography, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Leadership, Marketing, Administrative..., Manage Client..., Client Service Oriented, Economics, Social Media, CRM
Education
University of Oregon 2007 — 2010
Bachelors of Science, Economics
Central Oregon Community College 2005 — 2007
Associates, Business Management
Lewis and Clark High School 2001 — 2005
High School Diploma, Business
Guild Mortgage March 2015 - Present
M Financial Group April 2014 - Present
ING U.S. May 2012 - April 2014
Wells Fargo August 2011 - June 2012
First Investors Corporation February 2010 - September 2010
Student Works Painting July 2008 - July 2009
Skills
Customer Service, Software Documentation, Marketing Strategy, Management, Office Administration, Loans, Teamwork, Photography, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Leadership, Marketing, Administrative..., Manage Client..., Client Service Oriented, Economics, Social Media, CRM
Education
University of Oregon 2007 — 2010
Bachelors of Science, Economics
Central Oregon Community College 2005 — 2007
Associates, Business Management
Lewis and Clark High School 2001 — 2005
High School Diploma, Business
Shelley Sievers's M Financial Group Experience July 2014 - Present
Job Retirement Services Specialist at M Financial Group
Industry Financial Services
Experience
M Financial Group July 2014 - Present
Oregon Juniors Volleyball Club November 2011 - Present
Lake Oswego High School July 2013 - November 2014
M Financial Group February 2012 - July 2014
Wedbush Securities August 2011 - February 2012
Financial Beginnings March 2011 - February 2012
COUNTRY ® Financial November 2010 - August 2011
Greenbriar Foods, Inc. 2006 - 2010
Skills
Customer Service, Insurance, Microsoft Excel, Leadership, Finance, Budgets, Teamwork, Securities, PowerPoint, Microsoft Office, Access, Public Speaking, Qualified Retirement...
Education
University of Portland 2006 — 2010
Bachelor of Business Administration, Finance
Kentlake High School 2003 — 2006
High School Diploma
M Financial Group July 2014 - Present
Oregon Juniors Volleyball Club November 2011 - Present
Lake Oswego High School July 2013 - November 2014
M Financial Group February 2012 - July 2014
Wedbush Securities August 2011 - February 2012
Financial Beginnings March 2011 - February 2012
COUNTRY ® Financial November 2010 - August 2011
Greenbriar Foods, Inc. 2006 - 2010
Skills
Customer Service, Insurance, Microsoft Excel, Leadership, Finance, Budgets, Teamwork, Securities, PowerPoint, Microsoft Office, Access, Public Speaking, Qualified Retirement...
Education
University of Portland 2006 — 2010
Bachelor of Business Administration, Finance
Kentlake High School 2003 — 2006
High School Diploma
Hannah Suffern's M Financial Group Experience June 2015 - July 2015
Job Student at Louisiana State University
Industry Financial Services
Experience
M Financial Group June 2015 - July 2015
The Panhellenic Association at LSU January 2014 - December 2014
Schramm Financial Group May 2014 - August 2014
Francesca's Collections March 2011 - September 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Leadership
Education
Louisiana State University 2011 — 2015
Bachelor’s Degree, Finance, General, Senior
St. Mary's Dominican High School 2007 — 2011
High School
M Financial Group June 2015 - July 2015
The Panhellenic Association at LSU January 2014 - December 2014
Schramm Financial Group May 2014 - August 2014
Francesca's Collections March 2011 - September 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Leadership
Education
Louisiana State University 2011 — 2015
Bachelor’s Degree, Finance, General, Senior
St. Mary's Dominican High School 2007 — 2011
High School
Irina Lozhkina's M Financial Group Experience April 2010 - October 2010
Job Grad Student at UC Berkeley and Cofounder at Most LLC
Industry Information Technology and Services
Experience
Most LLC January 2014 - Present
Google June 2014 - September 2014
The Data Guild February 2014 - May 2014
GoPago (acquired by Amazon) July 2012 - August 2013
Morgan Stanley February 2011 - February 2012
M Financial Group April 2010 - October 2010
Arbor Advisors October 2009 - February 2010
Fiserv Lending Solutions August 2007 - November 2008
Skills
Valuation, Financial Modeling, Financial Reporting, Mergers, Python, C++, MS Excel,...
Education
University of California, Berkeley - School of Information 2013 — 2015
Master's degree, Information Management and Systems
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2010
Certificate, C++ Programming for Financial Engineers
Indiana University South Bend 2006 — 2009
BS, Finance, A
Удмуртский Государственный Университет 1999 — 2003
Bachelor of Science (BS), Computer science
University of California, Berkeley
Most LLC January 2014 - Present
Google June 2014 - September 2014
The Data Guild February 2014 - May 2014
GoPago (acquired by Amazon) July 2012 - August 2013
Morgan Stanley February 2011 - February 2012
M Financial Group April 2010 - October 2010
Arbor Advisors October 2009 - February 2010
Fiserv Lending Solutions August 2007 - November 2008
Skills
Valuation, Financial Modeling, Financial Reporting, Mergers, Python, C++, MS Excel,...
Education
University of California, Berkeley - School of Information 2013 — 2015
Master's degree, Information Management and Systems
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2010
Certificate, C++ Programming for Financial Engineers
Indiana University South Bend 2006 — 2009
BS, Finance, A
Удмуртский Государственный Университет 1999 — 2003
Bachelor of Science (BS), Computer science
University of California, Berkeley
Spencer Provow, CFP® Spencer Provow, CFP®'s M Financial Group Experience December 2008 - November 2010
Job Wealth Manager at Evergreen Consulting, Inc.
Industry Investment Management
Experience
Evergreen Consulting, Inc. November 2010 - Present
M Financial Group December 2008 - November 2010
M Financial Group June 2008 - December 2008
Evergreen Consulting Inc. January 2008 - June 2008
Middle Tennessee State University August 2005 - December 2007
Valdosta State University August 2003 - May 2005
Skills
Retirement Planning, Employee Benefits, Insurance, Estate Planning, Wealth Management, 401k, Life Insurance, Financial Analysis, Investments, Disability Insurance, Strategic Financial..., Financial Planning, Qualified Retirement..., Investment Strategies
Education
Middle Tennessee State University 2005 — 2007
Bachelor of Science (BS), Organizational Communications
Valdosta State University 2003 — 2005
Evergreen Consulting, Inc. November 2010 - Present
M Financial Group December 2008 - November 2010
M Financial Group June 2008 - December 2008
Evergreen Consulting Inc. January 2008 - June 2008
Middle Tennessee State University August 2005 - December 2007
Valdosta State University August 2003 - May 2005
Skills
Retirement Planning, Employee Benefits, Insurance, Estate Planning, Wealth Management, 401k, Life Insurance, Financial Analysis, Investments, Disability Insurance, Strategic Financial..., Financial Planning, Qualified Retirement..., Investment Strategies
Education
Middle Tennessee State University 2005 — 2007
Bachelor of Science (BS), Organizational Communications
Valdosta State University 2003 — 2005
Kelly Molewski's M Financial Group Experience June 2011 - August 2011
Job Plus Account Manager
Industry Public Relations and Communications
Experience
WriterAccess January 2015 - Present
Influence Central September 2014 - December 2014
Wayfair March 2014 - August 2014
Wayfair March 2013 - March 2014
Wayfair June 2012 - March 2013
Restoration Resources January 2012 - June 2012
Citystream, Inc. September 2011 - December 2011
M Financial Group June 2011 - August 2011
MFP Strategies June 2010 - August 2010
Melt June 2008 - August 2008
Education
Boston University 2008 — 2012
Bachelor of Science
WriterAccess January 2015 - Present
Influence Central September 2014 - December 2014
Wayfair March 2014 - August 2014
Wayfair March 2013 - March 2014
Wayfair June 2012 - March 2013
Restoration Resources January 2012 - June 2012
Citystream, Inc. September 2011 - December 2011
M Financial Group June 2011 - August 2011
MFP Strategies June 2010 - August 2010
Melt June 2008 - August 2008
Education
Boston University 2008 — 2012
Bachelor of Science
Jordan Haas's M Financial Group Experience June 2015 - September 2015
Job Broker / Dealer Operations Intern at M Financial Group
Industry Financial Services
Experience
M Financial Group June 2015 - September 2015
Dutch Bros. Coffee April 2013 - June 2015
Lake Oswego School District June 2011 - September 2013
Young Life September 2008 - September 2012
Lamb's Thriftway June 2008 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Social Networking, Teamwork, Marketing, Communication, Social Media, Time Management, Facebook
Education
University of Oregon 2012 — 2016
Finance, General
Lakeridge High School 2008 — 2012
High School Diploma
M Financial Group June 2015 - September 2015
Dutch Bros. Coffee April 2013 - June 2015
Lake Oswego School District June 2011 - September 2013
Young Life September 2008 - September 2012
Lamb's Thriftway June 2008 - June 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Social Networking, Teamwork, Marketing, Communication, Social Media, Time Management, Facebook
Education
University of Oregon 2012 — 2016
Finance, General
Lakeridge High School 2008 — 2012
High School Diploma
Jeff Podraza, CLU, ChFC, CLTC Jeff Podraza, CLU, ChFC, CLTC's M Financial Group Experience February 1997 - November 1998
Job
Industry Financial Services
Experience
Nationwide Financial March 2014 - Present
ING US August 2000 - March 2014
Ridge Insurance, Inc. November 1998 - August 2000
M Financial Group February 1997 - November 1998
Chubb Life Insurance Company July 1979 - February 1997
Skills
Life Insurance, Indexed Universal Life..., Universal Life, Variable Life, Long Term Care Insurance, Term Life Insurance, Financial Services, Estate Planning, Business Owner Planning, Sales Management, Business Development, Employee Benefits, Marketing, Management, Underwriting, Brokerage, Sales, Relationship Management, Series 6
Education
Bucknell University 1975 — 1979
Bachelor of Science, Mathematics
Nationwide Financial March 2014 - Present
ING US August 2000 - March 2014
Ridge Insurance, Inc. November 1998 - August 2000
M Financial Group February 1997 - November 1998
Chubb Life Insurance Company July 1979 - February 1997
Skills
Life Insurance, Indexed Universal Life..., Universal Life, Variable Life, Long Term Care Insurance, Term Life Insurance, Financial Services, Estate Planning, Business Owner Planning, Sales Management, Business Development, Employee Benefits, Marketing, Management, Underwriting, Brokerage, Sales, Relationship Management, Series 6
Education
Bucknell University 1975 — 1979
Bachelor of Science, Mathematics
Matthew Pressler, CLU, ChFC Matthew Pressler, CLU, ChFC's M Financial Group Experience April 2010 - Present
Job Director of Advanced Markets & Sales Support
Industry Financial Services
Experience
M Financial Group April 2010 - Present
Waddell & Reed January 2010 - March 2010
M Advisory Group May 1998 - December 2009
Skills
Premium Financing, Employee Benefits, Estate Planning, Retirement Planning, Executive Compensation..., Succession Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Charitable Gift Planning, ASP.NET, ASP.NET AJAX, HTML, ASP, Excel models, Technical Writing, Operations Management, 401k, Deferred Compensation, Insurance, Long-term Care, Strategic Financial..., Retirement
Education
American College 2002 — 2007
Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC)
California State University-Dominguez Hills 1996 — 2000
B.S., Business Administration
Torrance High School 1991 — 1995
M Financial Group April 2010 - Present
Waddell & Reed January 2010 - March 2010
M Advisory Group May 1998 - December 2009
Skills
Premium Financing, Employee Benefits, Estate Planning, Retirement Planning, Executive Compensation..., Succession Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Charitable Gift Planning, ASP.NET, ASP.NET AJAX, HTML, ASP, Excel models, Technical Writing, Operations Management, 401k, Deferred Compensation, Insurance, Long-term Care, Strategic Financial..., Retirement
Education
American College 2002 — 2007
Chartered Life Underwriter (CLU) & Chartered Financial Consultant (ChFC)
California State University-Dominguez Hills 1996 — 2000
B.S., Business Administration
Torrance High School 1991 — 1995
Karen Randolph's M Financial Group Experience June 2013 - Present
Job Business Development Analyst at M Financial Group
Industry Financial Services
Experience
M Financial Group June 2013 - Present
M Financial Group November 2003 - June 2013
Portland Art Museum 1998 - September 2002
Skills
Management, Project Management, Business Analysis, Analysis, Visio, Vendor Management, SharePoint, IT Management, IT Strategy, Process Improvement
Education
Marylhurst University 2010 — 2013
MBA Student, Business, 3.96
CSU Long Beach
BA, Art History, Graduated Cum Laude
M Financial Group June 2013 - Present
M Financial Group November 2003 - June 2013
Portland Art Museum 1998 - September 2002
Skills
Management, Project Management, Business Analysis, Analysis, Visio, Vendor Management, SharePoint, IT Management, IT Strategy, Process Improvement
Education
Marylhurst University 2010 — 2013
MBA Student, Business, 3.96
CSU Long Beach
BA, Art History, Graduated Cum Laude
Heidi Pederson Heidi Pederson's M Financial Group Experience November 2003 - May 2007
Job Financial Services Executive & Life Coach
Industry Financial Services
Experience
Anchor Bank, N.A. April 2013 - Present
HeartPath Coaching LLC May 2012 - Present
Chaffee & Associates LLC November 2010 - April 2012
Executive Compensation Solutions April 2008 - December 2009
Octavus Group, LLC 2007 - 2008
M Financial Group November 2003 - May 2007
M Financial Group December 1998 - November 2003
Standard Insurance Company April 1994 - November 1998
Lutheran Brotherhood 1990 - 1993
Skills
Marketing, Management Consulting, Estate Planning, Business Planning, Entrepreneurship, Public Speaking, Business Strategy, Marketing Strategy, Succession Planning, Executive Coaching, Building Relationships, Strategic Partnerships, Personal Development, Strategic Planning, Small Business, Management, Strategy, Coaching, Business Development, Financial Services, Wealth Management, Insurance, Strategic Financial...
Education
The Coaches Training Institute 2012 — 2012
Certified Professional Co-Active Coach (CPCC)
The American College 1997 — 1997
Chartered Life Underwriter (CLU)
William Mitchell College of Law 1989 — 1992
Juris Doctor
St. Olaf College 1985 — 1989
BA, Political Science and Religion
Marshall High School
University of Oxford
Anchor Bank, N.A. April 2013 - Present
HeartPath Coaching LLC May 2012 - Present
Chaffee & Associates LLC November 2010 - April 2012
Executive Compensation Solutions April 2008 - December 2009
Octavus Group, LLC 2007 - 2008
M Financial Group November 2003 - May 2007
M Financial Group December 1998 - November 2003
Standard Insurance Company April 1994 - November 1998
Lutheran Brotherhood 1990 - 1993
Skills
Marketing, Management Consulting, Estate Planning, Business Planning, Entrepreneurship, Public Speaking, Business Strategy, Marketing Strategy, Succession Planning, Executive Coaching, Building Relationships, Strategic Partnerships, Personal Development, Strategic Planning, Small Business, Management, Strategy, Coaching, Business Development, Financial Services, Wealth Management, Insurance, Strategic Financial...
Education
The Coaches Training Institute 2012 — 2012
Certified Professional Co-Active Coach (CPCC)
The American College 1997 — 1997
Chartered Life Underwriter (CLU)
William Mitchell College of Law 1989 — 1992
Juris Doctor
St. Olaf College 1985 — 1989
BA, Political Science and Religion
Marshall High School
University of Oxford
Stephanie Peters's M Financial Group Experience January 2015 - Present
Job Internal Auditor at M Financial Group
Industry Accounting
Experience
M Financial Group January 2015 - Present
Hull & Company April 2011 - January 2015
KPMG Advisory October 2009 - July 2011
Oregon University System September 2007 - June 2009
KPMG Advisory June 2008 - September 2008
Salem Police Department June 2007 - June 2008
State of Oregon June 2007 - September 2007
Skills
Microsoft Excel, Internal Controls, Financial Reporting, Finance, Account Reconciliation, Management, accounting, Human Resources, Sarbanes-Oxley Act, Internal Audit, US GAAP, Customer Service, Employee Benefits
Education
Western Oregon 2005 — 2009
Bachelor of Science, Business Accounting & Criminal Justice Law Enforcement
Bay Path College 2004 — 2005
N/A, Forensic Science
M Financial Group January 2015 - Present
Hull & Company April 2011 - January 2015
KPMG Advisory October 2009 - July 2011
Oregon University System September 2007 - June 2009
KPMG Advisory June 2008 - September 2008
Salem Police Department June 2007 - June 2008
State of Oregon June 2007 - September 2007
Skills
Microsoft Excel, Internal Controls, Financial Reporting, Finance, Account Reconciliation, Management, accounting, Human Resources, Sarbanes-Oxley Act, Internal Audit, US GAAP, Customer Service, Employee Benefits
Education
Western Oregon 2005 — 2009
Bachelor of Science, Business Accounting & Criminal Justice Law Enforcement
Bay Path College 2004 — 2005
N/A, Forensic Science
Beverly Shute, CBAP Beverly Shute, CBAP's M Financial Group Experience January 2005 - May 2007
Job Business Analyst at LexisNexis
Industry Information Technology and Services
Experience
LexisNexis June 2014 - Present
Syngenta Biotechnology October 2012 - June 2014
Quintiles April 2012 - September 2012
Global Knowledge November 2007 - April 2012
M Financial Group January 2005 - May 2007
Vestas May 2002 - January 2005
Skills
Business Analysis, Process Modeling, Use Case Analysis, Gap Analysis, Functional..., Requirements..., Requirements Gathering, User Stories, Financial Analysis, Project Accounting, Business Requirements, System Integration..., System Testing, Regression Testing, Software Quality..., Software Documentation, Accounting, Requirement..., SDLC, Process Improvement, User Acceptance Testing, Financial Systems..., GAAP, Year End Close, SharePoint, Business Process, Agile Methodologies
Education
Saginaw Valley State University - College of Business and Management
Bachelor Business Administration, Finance
LexisNexis June 2014 - Present
Syngenta Biotechnology October 2012 - June 2014
Quintiles April 2012 - September 2012
Global Knowledge November 2007 - April 2012
M Financial Group January 2005 - May 2007
Vestas May 2002 - January 2005
Skills
Business Analysis, Process Modeling, Use Case Analysis, Gap Analysis, Functional..., Requirements..., Requirements Gathering, User Stories, Financial Analysis, Project Accounting, Business Requirements, System Integration..., System Testing, Regression Testing, Software Quality..., Software Documentation, Accounting, Requirement..., SDLC, Process Improvement, User Acceptance Testing, Financial Systems..., GAAP, Year End Close, SharePoint, Business Process, Agile Methodologies
Education
Saginaw Valley State University - College of Business and Management
Bachelor Business Administration, Finance
Cammie Roberts Cammie Roberts's M Financial Group Experience June 2012 - Present
Job Operations Specialist at M Financial Group
Industry Financial Services
Experience
M Financial Group June 2012 - Present
Bernstein Global Wealth Management April 2010 - April 2012
Cohen Financial November 2006 - April 2010
Bank of America July 2003 - August 2006
Skills
Loans, Real Estate, Mortgage Lending, Marketing, Financial Analysis, Microsoft Excel, PowerPoint, Market Research, Asset Managment, Executive..., Asset Management, Finance, Investments, Financial Modeling, Customer Service, Financial Services
Education
Suffolk University - Sawyer School of Management 2000 — 2004
Bachelor's degree, Marketing and Finance
M Financial Group June 2012 - Present
Bernstein Global Wealth Management April 2010 - April 2012
Cohen Financial November 2006 - April 2010
Bank of America July 2003 - August 2006
Skills
Loans, Real Estate, Mortgage Lending, Marketing, Financial Analysis, Microsoft Excel, PowerPoint, Market Research, Asset Managment, Executive..., Asset Management, Finance, Investments, Financial Modeling, Customer Service, Financial Services
Education
Suffolk University - Sawyer School of Management 2000 — 2004
Bachelor's degree, Marketing and Finance
Dennis McMahan Dennis McMahan's M Financial Group Experience
Job Senior Product Analyst at M Financial Group
Industry Financial Services
Experience
M Financial Group
Skills
Insurance, Wealth Management, Employee Benefits, Life Insurance, Retirement Planning, Financial Services, Mutual Funds, Retirement, Business Analysis, Investments, Actuarial Science, Estate Planning, Financial Planning, Risk Management, Agile Methodologies, Series 7, Fixed Annuities
Education
Portland State University 1994 — 1996
Bachelor of Science (B.S.), Economics
M Financial Group
Skills
Insurance, Wealth Management, Employee Benefits, Life Insurance, Retirement Planning, Financial Services, Mutual Funds, Retirement, Business Analysis, Investments, Actuarial Science, Estate Planning, Financial Planning, Risk Management, Agile Methodologies, Series 7, Fixed Annuities
Education
Portland State University 1994 — 1996
Bachelor of Science (B.S.), Economics
Jarell Hunt Jarell Hunt's M Financial Group Experience September 2010 - Present
Job
Industry Financial Services
Experience
M Financial Group September 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Social Media, Research, Customer Service, PowerPoint, Data Analysis, Strategic Planning, Event Planning, Project Management
Education
Lewis and Clark College 2013 — 2017
JD Candidate, Business Law
Vanderbilt University 2006 — 2010
Bachelor of Arts (BA), Economics, German
M Financial Group September 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Social Media, Research, Customer Service, PowerPoint, Data Analysis, Strategic Planning, Event Planning, Project Management
Education
Lewis and Clark College 2013 — 2017
JD Candidate, Business Law
Vanderbilt University 2006 — 2010
Bachelor of Arts (BA), Economics, German
Felice Lamb, FSA, MBA's M Financial Group Experience March 2011 - Present
Job Director & Actuary, Product Development at M Financial Group
Industry Financial Services
Experience
M Financial Group March 2011 - Present
M Financial Group December 2006 - March 2011
M Financial Group September 2002 - December 2006
Unum September 2000 - July 2002
Lincoln Financial Advisors June 1999 - August 1999
Skills
Life Insurance, Insurance, Actuarial Science, Business Analysis, Disability Insurance, Financial Analysis, Risk Management, Analysis, Retirement Planning, Product Development, Employee Benefits, Strategic Financial..., Financial Risk, Pricing, Research and Development, Product Design, Variable Life, Private Placements, Universal Life, Business Planning, Financial Services, Strategic Planning, Relationship Management, Business Process, Leadership, Managerial, Market Research, Product Launch, Business Modeling, Mentoring, Product Management, Risk Assessment
Education
Clark University 1998 — 2000
MBA, Finance
Clark University 1995 — 1999
BA, Mathematics
M Financial Group March 2011 - Present
M Financial Group December 2006 - March 2011
M Financial Group September 2002 - December 2006
Unum September 2000 - July 2002
Lincoln Financial Advisors June 1999 - August 1999
Skills
Life Insurance, Insurance, Actuarial Science, Business Analysis, Disability Insurance, Financial Analysis, Risk Management, Analysis, Retirement Planning, Product Development, Employee Benefits, Strategic Financial..., Financial Risk, Pricing, Research and Development, Product Design, Variable Life, Private Placements, Universal Life, Business Planning, Financial Services, Strategic Planning, Relationship Management, Business Process, Leadership, Managerial, Market Research, Product Launch, Business Modeling, Mentoring, Product Management, Risk Assessment
Education
Clark University 1998 — 2000
MBA, Finance
Clark University 1995 — 1999
BA, Mathematics
Ajeya Woods's M Financial Group Experience June 2013 - September 2013
Job College and Lifestyle Marketing Representative at Universal Music Group
Industry Broadcast Media
Experience
Universal Music Group May 2014 - Present
John E. Jaqua Center for Student Athletes September 2013 - Present
M Financial Group June 2013 - September 2013
Portland Rose Festival Foundation March 2013 - June 2013
Skills
PowerPoint, Microsoft Office, Research, Public Speaking, Microsoft Word, Social Media, Event Planning, Customer Service, Editing, Microsoft Excel, Fundraising, Nonprofits, Social Networking
Education
University of Oregon 2012 — 2017
Bachelor of Arts (B.A.), Broadcast Journalism
Lincoln High School 2009 — 2013
Universal Music Group May 2014 - Present
John E. Jaqua Center for Student Athletes September 2013 - Present
M Financial Group June 2013 - September 2013
Portland Rose Festival Foundation March 2013 - June 2013
Skills
PowerPoint, Microsoft Office, Research, Public Speaking, Microsoft Word, Social Media, Event Planning, Customer Service, Editing, Microsoft Excel, Fundraising, Nonprofits, Social Networking
Education
University of Oregon 2012 — 2017
Bachelor of Arts (B.A.), Broadcast Journalism
Lincoln High School 2009 — 2013
Erik Bjorvik Erik Bjorvik's M Financial Group Experience May 2012 - Present
Job Vice President, M Financial Asset Management at M Financial Group
Industry Investment Management
Experience
M Financial Group May 2012 - Present
M Financial Group August 2005 - Present
US Bank April 2002 - August 2005
Pacific Crest Securities September 1992 - February 2002
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investments, Series 63, Investment Advisory, Strategic Communications, Relationship Management, Mutual Funds, 401k, Project Management, Program Management, Wealth, FINRA, Wealth Management..., Estate Planning
Education
University of Oregon 1988 — 1992
B.S., Economics
M Financial Group May 2012 - Present
M Financial Group August 2005 - Present
US Bank April 2002 - August 2005
Pacific Crest Securities September 1992 - February 2002
Skills
Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Retirement, Investments, Series 63, Investment Advisory, Strategic Communications, Relationship Management, Mutual Funds, 401k, Project Management, Program Management, Wealth, FINRA, Wealth Management..., Estate Planning
Education
University of Oregon 1988 — 1992
B.S., Economics
David Watros's M Financial Group Experience 1991 - Present
Job VPInsurance and Corporate Benefits Division at M Financial Group
Industry Financial Services
Experience
M Financial Group 1991 - Present
Skills
Employee Benefits, Disability Insurance, Insurance, 401k, Life Insurance, Retirement Planning, Retirement, Deferred Compensation, Fixed Annuities, Long-term Care
Education
Cornell University
Bachelor's Degree
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (M.B.A.)
M Financial Group 1991 - Present
Skills
Employee Benefits, Disability Insurance, Insurance, 401k, Life Insurance, Retirement Planning, Retirement, Deferred Compensation, Fixed Annuities, Long-term Care
Education
Cornell University
Bachelor's Degree
Syracuse University - Martin J. Whitman School of Management
Master of Business Administration (M.B.A.)
Ankit Naidu Ankit Naidu's M Financial Group Experience June 2014 - August 2014
Job Fresh graduate Java Developer seeking full time opportunity as a Software developer.
Industry Computer Software
Experience
M Financial Group June 2014 - August 2014
Skills
Java, C, SQL, C++, Big Data, JavaScript, Software Testing, User Interface Design, Android SDK, Databases, Data Mining, Linux, Distributed Systems, Python, Programming Languages, Algorithms, HTML, E-commerce, Microsoft Excel, XML, VXML, NoSQL, Text-to-Speech, Multimedia, Hadoop, Computer Security, Eclipse, Microsoft Office, Programming, Software Development
Education
Portland State University 2013 — 2015
Master of Science (M.S.), Computer Science
Maharashtra Institute of Technology
Bachelor of Engineering (B.E.), Computer Engineering
M Financial Group June 2014 - August 2014
Skills
Java, C, SQL, C++, Big Data, JavaScript, Software Testing, User Interface Design, Android SDK, Databases, Data Mining, Linux, Distributed Systems, Python, Programming Languages, Algorithms, HTML, E-commerce, Microsoft Excel, XML, VXML, NoSQL, Text-to-Speech, Multimedia, Hadoop, Computer Security, Eclipse, Microsoft Office, Programming, Software Development
Education
Portland State University 2013 — 2015
Master of Science (M.S.), Computer Science
Maharashtra Institute of Technology
Bachelor of Engineering (B.E.), Computer Engineering
Rodger Hergenrader Rodger Hergenrader's M Financial Group Experience February 2005 - Present
Job Vice President, Underwriting at M Financial Group
Industry Insurance
Experience
M Financial Group February 2005 - Present
Ash Brokerage August 2001 - November 2004
Lincoln Benefit Life 1988 - 2001
Lincoln Benefit Life/Allstate 1988 - 2001
Skills
Underwriting, Reinsurance, Life Insurance, Insurance, Risk Management, Term Life Insurance, Retirement Planning, Health Insurance, Business Analysis, Long-term Care, Disability Insurance, Estate Planning, Risk Analysis, Retirement, Employee Benefits, Actuarial Science, Brokers, Investments, Wealth Management, General Insurance, Analysis, Claim, Financial Risk, Claims Management
Education
University of Nebraska-Lincoln 1973 — 1977
B.S., Finance, Economics
M Financial Group February 2005 - Present
Ash Brokerage August 2001 - November 2004
Lincoln Benefit Life 1988 - 2001
Lincoln Benefit Life/Allstate 1988 - 2001
Skills
Underwriting, Reinsurance, Life Insurance, Insurance, Risk Management, Term Life Insurance, Retirement Planning, Health Insurance, Business Analysis, Long-term Care, Disability Insurance, Estate Planning, Risk Analysis, Retirement, Employee Benefits, Actuarial Science, Brokers, Investments, Wealth Management, General Insurance, Analysis, Claim, Financial Risk, Claims Management
Education
University of Nebraska-Lincoln 1973 — 1977
B.S., Finance, Economics
Brooke Snelling's M Financial Group Experience July 2008 - Present
Job Financial services professional specializing in annuities, carrier relationship management and product marketing
Industry Financial Services
Experience
M Financial Group July 2008 - Present
Best Etiquette, LLC August 2014 - Present
Skills
Insurance, Retirement Planning, Analysis, Fixed Annuities, Life Insurance, Strategic Planning, Training, Estate Planning, Sales Operations, Mutual Funds, Disability Insurance, Customer Service, Employee Benefits, Financial Planning, Strategic Financial..., Human Resources, Microsoft Excel, Qualified Retirement..., Microsoft Office, Universal Life, Key Person Insurance, Phone Etiquette, Variable Annuities, Public Speaking, Dining Etiquette, Corporate Etiquette
Education
College for Financial Planning 2015 — 2015
Chartered Retirement Planning Counselor (CRPC)
Western Oregon University 2001 — 2005
Bachelor's Degree, English Literature, Music Minor
M Financial Group July 2008 - Present
Best Etiquette, LLC August 2014 - Present
Skills
Insurance, Retirement Planning, Analysis, Fixed Annuities, Life Insurance, Strategic Planning, Training, Estate Planning, Sales Operations, Mutual Funds, Disability Insurance, Customer Service, Employee Benefits, Financial Planning, Strategic Financial..., Human Resources, Microsoft Excel, Qualified Retirement..., Microsoft Office, Universal Life, Key Person Insurance, Phone Etiquette, Variable Annuities, Public Speaking, Dining Etiquette, Corporate Etiquette
Education
College for Financial Planning 2015 — 2015
Chartered Retirement Planning Counselor (CRPC)
Western Oregon University 2001 — 2005
Bachelor's Degree, English Literature, Music Minor
Tim McMillen Tim McMillen's M Financial Group Experience May 2013 - Present
Job Front Desk Coordinator at M Financial Group
Industry Financial Services
Experience
M Financial Group May 2013 - Present
REI October 2011 - June 2014
OHSU October 2010 - June 2011
Better Business Bureau September 2009 - May 2010
Gonzaga University September 2007 - May 2008
Skills
Employee Relations, Microsoft Office, SharePoint, Time Management, Leadership, Process Efficiency, Microsoft Excel, Efficiency Analysis, Process Scheduler, Human Resources, Statistics, Customer Service, Expense Budget..., Outlook, Budgets, Office Equipment, International Business..., Training, Management
Education
Gonzaga University 2006 — 2010
Bachelor's Degree, Business Administration, 3.39
Portland Community College 2007 — 2009
Associate's Degree, Computer and Information Sciences, General, 4.0
Lakeridge High School 2002 — 2006
High School Diploma, College Preparatory
M Financial Group May 2013 - Present
REI October 2011 - June 2014
OHSU October 2010 - June 2011
Better Business Bureau September 2009 - May 2010
Gonzaga University September 2007 - May 2008
Skills
Employee Relations, Microsoft Office, SharePoint, Time Management, Leadership, Process Efficiency, Microsoft Excel, Efficiency Analysis, Process Scheduler, Human Resources, Statistics, Customer Service, Expense Budget..., Outlook, Budgets, Office Equipment, International Business..., Training, Management
Education
Gonzaga University 2006 — 2010
Bachelor's Degree, Business Administration, 3.39
Portland Community College 2007 — 2009
Associate's Degree, Computer and Information Sciences, General, 4.0
Lakeridge High School 2002 — 2006
High School Diploma, College Preparatory
Julian Payne Julian Payne's M Financial Group Experience August 2014 - December 2014
Job Consultant at Marquam Group
Industry Financial Services
Experience
Marquam Group August 2014 - Present
M Financial Group August 2014 - December 2014
IBM May 2011 - July 2014
The Standard January 2010 - April 2011
Standard Insurance Company January 2009 - January 2010
Columbia Sportswear 2008 - 2009
Skills
Consulting, Business Intelligence, Business Analysis, Tableau, Business Strategy, Data Analysis, Project Management, Business Process..., Process Improvement, SDLC, Business Development, Management, Sales, SQL, Financial Analysis, Business Process, Microsoft Excel, Economics, Forecasting, Microsoft Office, Accounting, Portfolio Management, Spanish, Financial Modeling, Auditing, Qualitative Research, Strategic Planning, Statistics, Financial Reporting, Public Policy, Project Coordination, Quantitative Analytics, Analysis, Strategy, Finance, Quantitative Analysis, Quantitative Research, Mortgage Servicing, Solution Implementation, Data Modeling, Business Systems..., Solution Development, Client Presentation, Expectations Management, Presentations, Client Liaison, Marketing, Customer Service, Manage Client..., Leadership
Education
Lewis and Clark College 2003 — 2007
Bachelor of Arts, Economics
Marquam Group August 2014 - Present
M Financial Group August 2014 - December 2014
IBM May 2011 - July 2014
The Standard January 2010 - April 2011
Standard Insurance Company January 2009 - January 2010
Columbia Sportswear 2008 - 2009
Skills
Consulting, Business Intelligence, Business Analysis, Tableau, Business Strategy, Data Analysis, Project Management, Business Process..., Process Improvement, SDLC, Business Development, Management, Sales, SQL, Financial Analysis, Business Process, Microsoft Excel, Economics, Forecasting, Microsoft Office, Accounting, Portfolio Management, Spanish, Financial Modeling, Auditing, Qualitative Research, Strategic Planning, Statistics, Financial Reporting, Public Policy, Project Coordination, Quantitative Analytics, Analysis, Strategy, Finance, Quantitative Analysis, Quantitative Research, Mortgage Servicing, Solution Implementation, Data Modeling, Business Systems..., Solution Development, Client Presentation, Expectations Management, Presentations, Client Liaison, Marketing, Customer Service, Manage Client..., Leadership
Education
Lewis and Clark College 2003 — 2007
Bachelor of Arts, Economics
Jeff Bear's M Financial Group Experience January 2007 - Present
Job Vice President, Member Firm Development at M Financial Group
Industry Financial Services
Experience
M Financial Group January 2007 - Present
Strong Capital Management Retirement Plan Services 1996 - 2006
Trilog, A CIGNA Company August 1989 - September 1996
Merrill Lynch Pierce Fenner & Smith 1984 - August 1989
Skills
Retirement Planning, Wealth Management, Series 7, Pensions, Asset Allocation, Series 24, 401k, Retirement, High Net Worth..., Investment Advisory, Mutual Funds, Financial Services, Estate Planning, Investments
Education
Marquette University 2002 — 2003
MBA
St. Ambrose University 1980 — 1984
BA, Business
M Financial Group January 2007 - Present
Strong Capital Management Retirement Plan Services 1996 - 2006
Trilog, A CIGNA Company August 1989 - September 1996
Merrill Lynch Pierce Fenner & Smith 1984 - August 1989
Skills
Retirement Planning, Wealth Management, Series 7, Pensions, Asset Allocation, Series 24, 401k, Retirement, High Net Worth..., Investment Advisory, Mutual Funds, Financial Services, Estate Planning, Investments
Education
Marquette University 2002 — 2003
MBA
St. Ambrose University 1980 — 1984
BA, Business
Annie Rush Annie Rush's M Financial Group Experience October 2013 - February 2015
Job Content Writer
Industry Financial Services
Experience
NLP Secure Special Assistant to the President and CEONational Psoriasis FoundationFebruary 2015 - August 2015
M Financial Group October 2013 - February 2015
M Financial Group April 2008 - October 2013
M Financial Group November 2006 - April 2008
Towers Watson September 2005 - February 2006
Skills
Copy Editing, Proofreading, Dreamweaver, InDesign, Captivate, SharePoint, Series 7, Series 63, Marketing Communications, Microsoft Office, Articulate Suite, Translation, Access, FINRA Series 7, FINRA Series 63, Writing, Data Management, Adobe Acrobat, Customer Service, Project Management, Technical Writing, Employee Training
Education
Université de Montréal / University of Montreal 2003 — 2005
Graduate Degree, Translation
The University of British Columbia / UBC 2000 — 2001
Bachelor's degree, Communication and Media Studies
Université de Montréal / University of Montreal 1998 — 2001
Bachelor's degree, Communication and Media Studies
NLP Secure Special Assistant to the President and CEONational Psoriasis FoundationFebruary 2015 - August 2015
M Financial Group October 2013 - February 2015
M Financial Group April 2008 - October 2013
M Financial Group November 2006 - April 2008
Towers Watson September 2005 - February 2006
Skills
Copy Editing, Proofreading, Dreamweaver, InDesign, Captivate, SharePoint, Series 7, Series 63, Marketing Communications, Microsoft Office, Articulate Suite, Translation, Access, FINRA Series 7, FINRA Series 63, Writing, Data Management, Adobe Acrobat, Customer Service, Project Management, Technical Writing, Employee Training
Education
Université de Montréal / University of Montreal 2003 — 2005
Graduate Degree, Translation
The University of British Columbia / UBC 2000 — 2001
Bachelor's degree, Communication and Media Studies
Université de Montréal / University of Montreal 1998 — 2001
Bachelor's degree, Communication and Media Studies
Luan Dollens Luan Dollens's M Financial Group Experience 2006 - December 2012
Job Compliance Officer at M Holdings Securities, Inc.
Industry Financial Services
Experience
M Financial Group 2006 - December 2012
Arnerich Massena, Inc 2003 - 2006
US Bancorp Securities 1999 - 2004
Education
Portland State University - School of Business 1985 — 1989
Bachelor of Science (BS), Finance major, Economics minor
M Financial Group 2006 - December 2012
Arnerich Massena, Inc 2003 - 2006
US Bancorp Securities 1999 - 2004
Education
Portland State University - School of Business 1985 — 1989
Bachelor of Science (BS), Finance major, Economics minor
DanaLynn Young DanaLynn Young's M Financial Group Experience November 2011 - Present
Job Senior Project Manager at M Financial Group
Industry Information Technology and Services
Experience
M Financial Group November 2011 - Present
Webfoot Software Solutions LLC June 2010 - November 2011
Skills
Vendor Management, Project Management, Software Project..., Risk Management, Process Improvement, SharePoint, Business Analysis, Requirements Analysis, Analysis, Business Process, IT Strategy, Visio
Education
Trinity University
Bachelor of Arts (BA), Economics
M Financial Group November 2011 - Present
Webfoot Software Solutions LLC June 2010 - November 2011
Skills
Vendor Management, Project Management, Software Project..., Risk Management, Process Improvement, SharePoint, Business Analysis, Requirements Analysis, Analysis, Business Process, IT Strategy, Visio
Education
Trinity University
Bachelor of Arts (BA), Economics
Daniel Barth's M Financial Group Experience January 2007 - July 2007
Job Economist at the Office of Financial Research U.S. Dept. of Treasury
Industry Higher Education
Experience
Office of Financial Research - U.S. Department of the Treasury July 2014 - Present
Hamilton College July 2012 - Present
M Financial Group January 2007 - July 2007
CTC Consulting June 2004 - December 2005
Skills
Stata, Econometrics, Economics, Statistics, Higher Education, Data Analysis, University Teaching, Research, Quantitative Analytics, Teaching, Economic Research
Education
The Johns Hopkins University 2007 — 2012
Doctor of Philosophy (Ph.D.), Economics
Lewis and Clark College 2000 — 2004
Bachelor of Arts (B.A.), Business-Economics
Office of Financial Research - U.S. Department of the Treasury July 2014 - Present
Hamilton College July 2012 - Present
M Financial Group January 2007 - July 2007
CTC Consulting June 2004 - December 2005
Skills
Stata, Econometrics, Economics, Statistics, Higher Education, Data Analysis, University Teaching, Research, Quantitative Analytics, Teaching, Economic Research
Education
The Johns Hopkins University 2007 — 2012
Doctor of Philosophy (Ph.D.), Economics
Lewis and Clark College 2000 — 2004
Bachelor of Arts (B.A.), Business-Economics
Mitchell O'Connor Mitchell O'Connor's M Financial Group Experience June 2012 - April 2013
Job Specialist at M Holdings Securities, Inc.
Industry Financial Services
Experience
M Financial Group June 2012 - April 2013
Wells Fargo Capital Finance November 2009 - November 2011
El Gaucho Portland October 2004 - July 2009
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Credit Analysis, Relationship Management, Sales Process, Accurate Data Entry, Customer Service, New Business Development, Finance
Education
Portland State University
BS, Economics
University of Oregon
Bachelor of Science (B.S.), Economics
M Financial Group June 2012 - April 2013
Wells Fargo Capital Finance November 2009 - November 2011
El Gaucho Portland October 2004 - July 2009
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Credit Analysis, Relationship Management, Sales Process, Accurate Data Entry, Customer Service, New Business Development, Finance
Education
Portland State University
BS, Economics
University of Oregon
Bachelor of Science (B.S.), Economics
Tom Provow Tom Provow's M Financial Group Experience 1993 - Present
Job Member of AALU
Industry Financial Services
Experience
Evergreen Consulting Inc September 1978 - Present
AALU January 2007 - Present
M Financial Group 1993 - Present
Saint Thomas Health July 2009 - July 2015
Skills
Employee Benefits, Succession Planning, Deferred Compensation, Executive Compensation, Estate Planning, 401k, Disability Insurance, Retirement Planning, Life Insurance, Retirement, Wealth Management, Wealth Transfer, Financial Services, Health Insurance, Small Business, Asset Allocation, Defined Benefit, Wealth Accumulation, Long-term Care, Health Savings Accounts, Fixed Annuities, Wealth, Strategic Planning, Customer Service
Education
Middle Tennessee State University 1974 — 1978
Bachelor of Business Administration, Marketing
Evergreen Consulting Inc September 1978 - Present
AALU January 2007 - Present
M Financial Group 1993 - Present
Saint Thomas Health July 2009 - July 2015
Skills
Employee Benefits, Succession Planning, Deferred Compensation, Executive Compensation, Estate Planning, 401k, Disability Insurance, Retirement Planning, Life Insurance, Retirement, Wealth Management, Wealth Transfer, Financial Services, Health Insurance, Small Business, Asset Allocation, Defined Benefit, Wealth Accumulation, Long-term Care, Health Savings Accounts, Fixed Annuities, Wealth, Strategic Planning, Customer Service
Education
Middle Tennessee State University 1974 — 1978
Bachelor of Business Administration, Marketing
David Sletten David Sletten's M Financial Group Experience October 2012 - May 2013
Job Software Asset Manager
Industry Information Technology and Services
Experience
David Evans and Associates, Inc May 2013 - Present
M Financial Group October 2012 - May 2013
U.S. District Court - Oregon May 2012 - October 2012
Standard Insurance co April 2001 - November 2011
TriQuest-Puget Plastics LLC September 1998 - April 2001
Computer Home Support January 1997 - January 2001
PepsiCo - Frito Lay January 1998 - January 1998
Clark College January 1998 - January 1998
Skills
Altiris, Active Directory, WINS, Technical Writing, SharePoint, SCCM, Windows 7, Windows Server, Citrix, ITIL, Microsoft Exchange, Software Documentation, Technical Support, Troubleshooting, VMware, Windows XP
Education
Washington State University 2009 — 2012
BS, Management Information System
Clark College 1996 — 1998
AAS, Micro Computer Support Specialist
Clark College
Micro Computer Support Specialist
Washington State University
Management Information Systems
David Evans and Associates, Inc May 2013 - Present
M Financial Group October 2012 - May 2013
U.S. District Court - Oregon May 2012 - October 2012
Standard Insurance co April 2001 - November 2011
TriQuest-Puget Plastics LLC September 1998 - April 2001
Computer Home Support January 1997 - January 2001
PepsiCo - Frito Lay January 1998 - January 1998
Clark College January 1998 - January 1998
Skills
Altiris, Active Directory, WINS, Technical Writing, SharePoint, SCCM, Windows 7, Windows Server, Citrix, ITIL, Microsoft Exchange, Software Documentation, Technical Support, Troubleshooting, VMware, Windows XP
Education
Washington State University 2009 — 2012
BS, Management Information System
Clark College 1996 — 1998
AAS, Micro Computer Support Specialist
Clark College
Micro Computer Support Specialist
Washington State University
Management Information Systems
Paul McClung Paul McClung's M Financial Group Experience 2004 - 2007
Job Vice President, Product Control & Supervision at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management April 2014 - Present
New York Life Insurance Company January 2009 - April 2014
New York Life 2007 - January 2009
M Financial Group 2004 - 2007
Allmerica Financial 2001 - 2004
OffRoad Capital 2000 - 2001
First Security Van Kasper 1999 - 2000
Skills
Investment Advisory, Wealth Management, Securities, Asset Managment, Financial Advisory, Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, Retirement Plan..., Qualified Retirement..., Retirement, Wealth Accumulation..., Strategic Financial..., Insurance, Investments, Financial Services, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Financial Planning
Education
University of California, Santa Cruz 1991 — 1995
Bachelor of Science (BS), Cultural Anthropology
Barclays Wealth and Investment Management April 2014 - Present
New York Life Insurance Company January 2009 - April 2014
New York Life 2007 - January 2009
M Financial Group 2004 - 2007
Allmerica Financial 2001 - 2004
OffRoad Capital 2000 - 2001
First Security Van Kasper 1999 - 2000
Skills
Investment Advisory, Wealth Management, Securities, Asset Managment, Financial Advisory, Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, Retirement Plan..., Qualified Retirement..., Retirement, Wealth Accumulation..., Strategic Financial..., Insurance, Investments, Financial Services, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Financial Planning
Education
University of California, Santa Cruz 1991 — 1995
Bachelor of Science (BS), Cultural Anthropology
Barbara Paul's M Financial Group Experience June 1998 - Present
Job Vice President Case Design
Industry Insurance
Experience
MCM June 1998 - Present
M Financial Group June 1998 - Present
Thomas Financial Group November 1995 - May 1998
Education
The American College 2002 — 2008
CLU
University of Mississippi - School of Business Administration 1993 — 1994
BBA
University of Alabama 1990 — 1993
MCM June 1998 - Present
M Financial Group June 1998 - Present
Thomas Financial Group November 1995 - May 1998
Education
The American College 2002 — 2008
CLU
University of Mississippi - School of Business Administration 1993 — 1994
BBA
University of Alabama 1990 — 1993
Lindsey Kneuven Lindsey Kneuven's M Financial Group Experience 2004 - 2007
Job
Industry Nonprofit Organization Management
Experience
Cotopaxi.com May 2015 - Present
Asante Africa Foundation January 2015 - Present
Baraka Africa 2008 - Present
Silicon Valley Community Foundation June 2013 - May 2015
Nuru International June 2010 - June 2013
Project Homeless Connect - San Francisco December 2007 - June 2010
Salesforce.com Foundation April 2007 - May 2010
M Financial Group 2004 - 2007
Skills
Nonprofits, Fundraising, Program Management, Project Management, Leadership, Strategic Planning, Salesforce.com, Grants, Training, Strategy, Cloud Computing, Risk Management, Program Development, Volunteer Management, Management, Sustainability, Non-profits, New Business Development, Capacity Building, International..., Recruiting, Philanthropy, Public Speaking, Grant Writing, Business Strategy, Community Outreach, Research, Editing, Budgets, Corporate Social..., Entrepreneurship, Community Development, Social Media, Event Planning, Start-ups, international program...
Education
Carleton College 1999 — 2003
English
School for International Training 2002 — 2002
Cotopaxi.com May 2015 - Present
Asante Africa Foundation January 2015 - Present
Baraka Africa 2008 - Present
Silicon Valley Community Foundation June 2013 - May 2015
Nuru International June 2010 - June 2013
Project Homeless Connect - San Francisco December 2007 - June 2010
Salesforce.com Foundation April 2007 - May 2010
M Financial Group 2004 - 2007
Skills
Nonprofits, Fundraising, Program Management, Project Management, Leadership, Strategic Planning, Salesforce.com, Grants, Training, Strategy, Cloud Computing, Risk Management, Program Development, Volunteer Management, Management, Sustainability, Non-profits, New Business Development, Capacity Building, International..., Recruiting, Philanthropy, Public Speaking, Grant Writing, Business Strategy, Community Outreach, Research, Editing, Budgets, Corporate Social..., Entrepreneurship, Community Development, Social Media, Event Planning, Start-ups, international program...
Education
Carleton College 1999 — 2003
English
School for International Training 2002 — 2002
Thomas Graffagnino Thomas Graffagnino's M Financial Group Experience July 2009 - October 2010
Job Director, Business Development
Industry Financial Services
Experience
The Executive Compensation Group October 2010 - Present
M Financial Group July 2009 - October 2010
Skills
FINRA Series 7 License, Florida Life, Health,..., Fixed Annuities, FINRA, Retirement Planning, Strategic Financial..., Estate Planning, Mutual Funds, Series 7, Financial Advisory, Wealth Management, Securities, Insurance, Financial Analysis, Finance, Asset Management, Tax, Investment Advisory
Education
University of Florida 2005 — 2009
Bachelor of Science, Finance
The Executive Compensation Group October 2010 - Present
M Financial Group July 2009 - October 2010
Skills
FINRA Series 7 License, Florida Life, Health,..., Fixed Annuities, FINRA, Retirement Planning, Strategic Financial..., Estate Planning, Mutual Funds, Series 7, Financial Advisory, Wealth Management, Securities, Insurance, Financial Analysis, Finance, Asset Management, Tax, Investment Advisory
Education
University of Florida 2005 — 2009
Bachelor of Science, Finance
Shannon Hahn, CLU Shannon Hahn, CLU's M Financial Group Experience May 2004 - April 2007
Job Life Insurance Expert at The Downey Group, Inc.
Industry Insurance
Experience
The Downey Group, Inc. August 2011 - Present
Ormiston Jamieson, LLC May 2007 - August 2011
M Financial Group May 2004 - April 2007
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BS, Finance
The Downey Group, Inc. August 2011 - Present
Ormiston Jamieson, LLC May 2007 - August 2011
M Financial Group May 2004 - April 2007
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
BS, Finance
Corey Kehoe Kirk Corey Kehoe Kirk's M Financial Group Experience May 2010 - July 2012
Job Office Manager/Executive Assistant to the CEO at Health Share of Oregon
Industry Financial Services
Experience
Health Share of Oregon August 2013 - Present
Providence Health and Services June 2012 - August 2013
M Financial Group May 2010 - July 2012
St. Mary's Academy April 2007 - May 2010
Portland Trail Blazers 2000 - 2006
Skills
Event Planning, Marketing, Microsoft Office, Social Media, Marketing Communications, PowerPoint, Copywriting, Fundraising, Customer Service, Strategic Planning, Public Relations, Event Management, Public Speaking
Education
Mt. Hood Community College 1979 — 1981
Radio Technology
Health Share of Oregon August 2013 - Present
Providence Health and Services June 2012 - August 2013
M Financial Group May 2010 - July 2012
St. Mary's Academy April 2007 - May 2010
Portland Trail Blazers 2000 - 2006
Skills
Event Planning, Marketing, Microsoft Office, Social Media, Marketing Communications, PowerPoint, Copywriting, Fundraising, Customer Service, Strategic Planning, Public Relations, Event Management, Public Speaking
Education
Mt. Hood Community College 1979 — 1981
Radio Technology
Carrie Beach's M Financial Group Experience December 2014 - Present
Job
Industry Financial Services
Experience
M Financial Group December 2014 - Present
M Financial Group 2004 - Present
M Financial Group 2004 - 2006
Jimmy Kimmel Live December 2002 - 2004
Skills
Social Media, Marketing Communications, Outlook, Insurance, Event Planning, Marketing, Microsoft Excel
Education
University of Idaho 1994 — 1999
BS, Early Childhood Education
M Financial Group December 2014 - Present
M Financial Group 2004 - Present
M Financial Group 2004 - 2006
Jimmy Kimmel Live December 2002 - 2004
Skills
Social Media, Marketing Communications, Outlook, Insurance, Event Planning, Marketing, Microsoft Excel
Education
University of Idaho 1994 — 1999
BS, Early Childhood Education
Christy Milburn's M Financial Group Experience 2002 - 2003
Job QA/QC & Education Coordinator at UPMC Cancer Centers
Industry Biotechnology
Experience
UPMC Cancer Centers May 2013 - Present
UPMC Hillman Cancer Center March 2008 - May 2013
University of Pittsburgh January 2005 - December 2007
M Financial Group 2002 - 2003
Skills
Bioengineering, Oncology Clinical..., Quality Auditing, Medical Devices, Biomaterials, FDA, Life Sciences, Biotechnology, Clinical Research, Data Analysis, Regenerative Medicine, Research, Biomedical Engineering, Cell Biology, Healthcare
Education
University of Pittsburgh 2005 — 2007
MS, BioEngineering
Penn State University 1996 — 1999
Bachelor of Arts (B.A.)
UPMC Cancer Centers May 2013 - Present
UPMC Hillman Cancer Center March 2008 - May 2013
University of Pittsburgh January 2005 - December 2007
M Financial Group 2002 - 2003
Skills
Bioengineering, Oncology Clinical..., Quality Auditing, Medical Devices, Biomaterials, FDA, Life Sciences, Biotechnology, Clinical Research, Data Analysis, Regenerative Medicine, Research, Biomedical Engineering, Cell Biology, Healthcare
Education
University of Pittsburgh 2005 — 2007
MS, BioEngineering
Penn State University 1996 — 1999
Bachelor of Arts (B.A.)
Curt Rynties's M Financial Group Experience April 2012 - Present
Job VP Partner Relationships at M Financial Group
Industry Insurance
Experience
M Financial Group April 2012 - Present
M Financial Group July 1997 - April 2012
Walt Disney Company 1990 - 1994
Education
Claremont McKenna College 1984 — 1988
M Financial Group April 2012 - Present
M Financial Group July 1997 - April 2012
Walt Disney Company 1990 - 1994
Education
Claremont McKenna College 1984 — 1988
Colin Denman, CFA's M Financial Group Experience October 2007 - June 2008
Job Senior Analyst at Westerly Capital Management, LLC
Industry Financial Services
Experience
Westerly Capital Management, LLC August 2011 - Present
D.A. Davidson & Co. September 2008 - August 2011
M Financial Group October 2007 - June 2008
Skills
Asset Managment, Asset Management, Valuation, Equity Research, Project Management, Financial Modeling, Alternative Investments, Equities, Equity Valuation, Hedge Funds, Bloomberg
Education
University of Colorado Boulder 2003 — 2007
Universitat Pompeu Fabra 2005 — 2006
The Catlin Gabel School 1999 — 2003
Westerly Capital Management, LLC August 2011 - Present
D.A. Davidson & Co. September 2008 - August 2011
M Financial Group October 2007 - June 2008
Skills
Asset Managment, Asset Management, Valuation, Equity Research, Project Management, Financial Modeling, Alternative Investments, Equities, Equity Valuation, Hedge Funds, Bloomberg
Education
University of Colorado Boulder 2003 — 2007
Universitat Pompeu Fabra 2005 — 2006
The Catlin Gabel School 1999 — 2003
Tammy Ball's M Financial Group Experience April 2008 - March 2010
Job Experienced Data Insights Analyst
Industry Information Technology and Services
Experience
Nordstrom February 2015 - Present
Pikaware LLC August 2014 - August 2015
Yahoo February 2013 - July 2014
Yahoo October 2011 - January 2013
InsideTrack August 2010 - October 2011
Wells Fargo March 2010 - August 2010
M Financial Group April 2008 - March 2010
Skills
Data Analysis, Analysis, Business Analysis, Access, Business Objects, Business Intelligence, SQL, Visio, Data Modeling, Marketing, Leadership, Microsoft Excel, Data Warehousing, PowerPoint, Databases, Salesforce.com, Excel, Requirements Gathering, Report Design, T-SQL, PL/SQL, Toad, SharePoint, VBA, Microsoft SQL Server, Requirements Analysis, SDLC, Predictive Modeling, Call Centers, Customer Experience, Dashboards, XL Miner, Database Design, ETL, SPSS, Statistics, Forecasting, Strategy, Management, Analytics, Microsoft Office
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor's Degree, Business Administration
Waseda University
Business, Japanese Language
St. Olaf College
Studio Art, Japanese
Nordstrom February 2015 - Present
Pikaware LLC August 2014 - August 2015
Yahoo February 2013 - July 2014
Yahoo October 2011 - January 2013
InsideTrack August 2010 - October 2011
Wells Fargo March 2010 - August 2010
M Financial Group April 2008 - March 2010
Skills
Data Analysis, Analysis, Business Analysis, Access, Business Objects, Business Intelligence, SQL, Visio, Data Modeling, Marketing, Leadership, Microsoft Excel, Data Warehousing, PowerPoint, Databases, Salesforce.com, Excel, Requirements Gathering, Report Design, T-SQL, PL/SQL, Toad, SharePoint, VBA, Microsoft SQL Server, Requirements Analysis, SDLC, Predictive Modeling, Call Centers, Customer Experience, Dashboards, XL Miner, Database Design, ETL, SPSS, Statistics, Forecasting, Strategy, Management, Analytics, Microsoft Office
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor's Degree, Business Administration
Waseda University
Business, Japanese Language
St. Olaf College
Studio Art, Japanese
Danny Domenighini's M Financial Group Experience August 2007 - Present
Job Vice President of Technology and Analytics who is the bridge between Clevel, ‘numbers’ and ‘tech’
Industry Financial Services
Experience
M Financial Group August 2007 - Present
Precision Castparts 2004 - 2007
E*TRADE Financial 2000 - 2004
Consultant and Project Manager 1999 - 2000
Wilshire Financial Services Group 1998 - 1999
Skills
Project Management, Software Project..., Asset Management, Risk Management, Financial Services, SharePoint, Business Analysis, Vendor Management, CRM, Visio, Financial Analysis, Disaster Recovery, Analysis, Access
Education
University of Oregon 1986 — 1990
B.A., Asian Studies/Japanese/Finance & Accounting
M Financial Group August 2007 - Present
Precision Castparts 2004 - 2007
E*TRADE Financial 2000 - 2004
Consultant and Project Manager 1999 - 2000
Wilshire Financial Services Group 1998 - 1999
Skills
Project Management, Software Project..., Asset Management, Risk Management, Financial Services, SharePoint, Business Analysis, Vendor Management, CRM, Visio, Financial Analysis, Disaster Recovery, Analysis, Access
Education
University of Oregon 1986 — 1990
B.A., Asian Studies/Japanese/Finance & Accounting
Karen Tandy's M Financial Group Experience May 1987 - July 1988
Job Sr Executive Assistant at Warn Industries
Industry Automotive
Experience
Warn Industries December 1992 - Present
Good Catalog Company September 1996 - December 2000
M Financial Group May 1987 - July 1988
Coldwell Banker Commercial 1980 - 1987
Skills
Process Improvement, Cross-functional Team..., Microsoft Office, Continuous Improvement, Inventory Management, Automotive, Cost Accounting, Team Building, JD Edwards, Strategic Planning, Microsoft Excel, Customer Service, Budgets, Change Management, Project Planning, Sales Management, Analysis, Sales, Customer Satisfaction, Supply Chain Management, Negotiation, Program Management, Product Development, Contract Negotiation, Purchasing, Business Planning, Forecasting, Coaching, Access, ERP, Transportation, Lean Manufacturing, Logistics, Account Management, Manufacturing, Operations Management, Management
Education
Portland Community College 1974 — 1976
Warn Industries December 1992 - Present
Good Catalog Company September 1996 - December 2000
M Financial Group May 1987 - July 1988
Coldwell Banker Commercial 1980 - 1987
Skills
Process Improvement, Cross-functional Team..., Microsoft Office, Continuous Improvement, Inventory Management, Automotive, Cost Accounting, Team Building, JD Edwards, Strategic Planning, Microsoft Excel, Customer Service, Budgets, Change Management, Project Planning, Sales Management, Analysis, Sales, Customer Satisfaction, Supply Chain Management, Negotiation, Program Management, Product Development, Contract Negotiation, Purchasing, Business Planning, Forecasting, Coaching, Access, ERP, Transportation, Lean Manufacturing, Logistics, Account Management, Manufacturing, Operations Management, Management
Education
Portland Community College 1974 — 1976
Milazzo Maria's M Financial Group Experience February 2009 - April 2015
Job Director, Corporate Actuarial at Unum
Industry Insurance
Experience
Unum April 2015 - Present
M Financial Group February 2009 - April 2015
AIG 2008 - 2008
Skills
Actuarial Science, Actuaries, Reinsurance, Life Insurance, Insurance, Retirement, Risk Management, Analysis, Financial Risk
Education
Temple University 2006 — 2008
Bachelor's Degree, Actuarial Science, Summa Cum Laude
Unum April 2015 - Present
M Financial Group February 2009 - April 2015
AIG 2008 - 2008
Skills
Actuarial Science, Actuaries, Reinsurance, Life Insurance, Insurance, Retirement, Risk Management, Analysis, Financial Risk
Education
Temple University 2006 — 2008
Bachelor's Degree, Actuarial Science, Summa Cum Laude
Amy Barnwell's M Financial Group Experience June 2007 - November 2009
Job Provider Configuration Specialist Lead at CareOregon
Industry Financial Services
Experience
CareOregon June 2011 - Present
CareOregon November 2009 - June 2011
M Financial Group June 2007 - November 2009
Arnerich Massena & Associates February 2004 - June 2007
Cmedia June 2001 - February 2004
Elvis & Bonaparte Advertising October 2000 - June 2001
RV Kuhns & Associates June 1998 - October 2000
Education
Portland State University 2000 — 2004
Bachelor, English
CareOregon June 2011 - Present
CareOregon November 2009 - June 2011
M Financial Group June 2007 - November 2009
Arnerich Massena & Associates February 2004 - June 2007
Cmedia June 2001 - February 2004
Elvis & Bonaparte Advertising October 2000 - June 2001
RV Kuhns & Associates June 1998 - October 2000
Education
Portland State University 2000 — 2004
Bachelor, English
Gabe Schiminovich's M Financial Group Experience May 1990 - Present
Job Vice President, Product Development at M Financial Group
Industry Insurance
Experience
M Financial Group May 1990 - Present
The Golden Financial Group 1989 - 1990
Skills
Investments, Wealth Management, Asset Management, Insurance, Wealth, Disability Insurance, Long-term Care, Retirement, Fixed Annuities, Strategic Financial..., Financial Services, Actuarial Science, Retirement Planning, Estate Planning, Life Insurance, Employee Benefits
Education
New York University 1980 — 1985
Bachelor of Arts (B.A.), Mathematics
M Financial Group May 1990 - Present
The Golden Financial Group 1989 - 1990
Skills
Investments, Wealth Management, Asset Management, Insurance, Wealth, Disability Insurance, Long-term Care, Retirement, Fixed Annuities, Strategic Financial..., Financial Services, Actuarial Science, Retirement Planning, Estate Planning, Life Insurance, Employee Benefits
Education
New York University 1980 — 1985
Bachelor of Arts (B.A.), Mathematics
Karyn Hamilton, CMM's M Financial Group Experience November 2002 - Present
Job Director, Communications
Industry Insurance
Experience
M Financial Group November 2002 - Present
Copper Mountain Trust (acquired by Union Bank of California) October 1995 - October 2002
Maverick Capital January 1994 - September 1995
MESA June 1992 - June 1994
INTRICO February 1990 - June 1992
Halleck Design Group February 1989 - February 1990
First Interstate Bank June 1985 - December 1988
Skills
Project Management, Marketing Communications, Management, Marketing Strategy, Leadership, Marketing, Event Planning, Strategic Planning, Life Insurance, Insurance, Social Media, Financial Planning
Education
The University of Texas at Austin
BBA
M Financial Group November 2002 - Present
Copper Mountain Trust (acquired by Union Bank of California) October 1995 - October 2002
Maverick Capital January 1994 - September 1995
MESA June 1992 - June 1994
INTRICO February 1990 - June 1992
Halleck Design Group February 1989 - February 1990
First Interstate Bank June 1985 - December 1988
Skills
Project Management, Marketing Communications, Management, Marketing Strategy, Leadership, Marketing, Event Planning, Strategic Planning, Life Insurance, Insurance, Social Media, Financial Planning
Education
The University of Texas at Austin
BBA
Lynn Butkus's M Financial Group Experience January 1986 - November 1989
Job VP, Manager at M Benefit Solutions
Industry Insurance
Experience
M Benefit Solutions September 1997 - Present
Butkus Consulting January 1989 - September 1997
M Financial Group January 1986 - November 1989
Skills
Insurance, Retirement Planning
Education
Southern Connecticut State University 1978 — 1980
Master of Library & Information Science (MLIS)
St. Lawrence University 1970 — 1974
Bachelor's degree
M Benefit Solutions September 1997 - Present
Butkus Consulting January 1989 - September 1997
M Financial Group January 1986 - November 1989
Skills
Insurance, Retirement Planning
Education
Southern Connecticut State University 1978 — 1980
Master of Library & Information Science (MLIS)
St. Lawrence University 1970 — 1974
Bachelor's degree
Jeff Struthers's M Financial Group Experience August 2011 - January 2015
Job Field Vice President at TIAACREF
Industry Insurance
Experience
TIAA-CREF January 2015 - Present
M Financial Group August 2011 - January 2015
M Financial Group May 2011 - August 2011
M Financial Group June 2008 - May 2011
Skills
Sales Operations, Insurance, Retirement Planning, Wealth Management, Employee Benefits, Life Insurance, Disability Insurance, Strategic Financial..., Series 63, Mutual Funds, Investments, Fixed Annuities, Financial Services, Series 7, Estate Planning, Project Management
Education
University of Oregon 1999 — 2003
Bachelors Of Science, General Science
TIAA-CREF January 2015 - Present
M Financial Group August 2011 - January 2015
M Financial Group May 2011 - August 2011
M Financial Group June 2008 - May 2011
Skills
Sales Operations, Insurance, Retirement Planning, Wealth Management, Employee Benefits, Life Insurance, Disability Insurance, Strategic Financial..., Series 63, Mutual Funds, Investments, Fixed Annuities, Financial Services, Series 7, Estate Planning, Project Management
Education
University of Oregon 1999 — 2003
Bachelors Of Science, General Science
Dian Goldsmith's M Financial Group Experience July 1989 - Present
Job IT Administrator at M Financial Group
Industry Insurance
Experience
M Financial Group July 1989 - Present
Skills
SharePoint, Vendor Management, Business Analysis, VMware, Microsoft Office, Insurance, Software Documentation, Process Improvement, Visio, Active Directory, Management, Project Management, Strategic Planning, Risk Management, Microsoft Excel
Education
Eastern Illinois University
MA, Art
M Financial Group July 1989 - Present
Skills
SharePoint, Vendor Management, Business Analysis, VMware, Microsoft Office, Insurance, Software Documentation, Process Improvement, Visio, Active Directory, Management, Project Management, Strategic Planning, Risk Management, Microsoft Excel
Education
Eastern Illinois University
MA, Art
Shelley Zhao's M Financial Group Experience June 2010 - August 2010
Job Sr. Actuarial Assistant at Standard Insurance Company
Industry Insurance
Experience
Aon Hewitt July 2014 - Present
Standard Insurance Company September 2013 - July 2014
Standard Insurance Company January 2012 - September 2013
The University of Texas at Austin, Mathematics Department September 2010 - December 2011
Aon Hewitt June 2011 - August 2011
M Financial Group June 2010 - August 2010
Lewis & Clark College Economics Department May 2009 - July 2009
Skills
Statistics, Stata, Mathematica, Data Analysis, Economics, SAS, Microsoft Office, Microsoft Excel, Quantitative Analytics, PowerPoint, LaTeX, SQL, Mathematics Education, Mathematical Modeling, Statistical Modeling
Education
The University of Texas at Austin 2010 — 2011
MA, Mathematics, Actuarial Sciences
Lewis and Clark College 2006 — 2010
Bachelor of Art, Mathematics
Aon Hewitt July 2014 - Present
Standard Insurance Company September 2013 - July 2014
Standard Insurance Company January 2012 - September 2013
The University of Texas at Austin, Mathematics Department September 2010 - December 2011
Aon Hewitt June 2011 - August 2011
M Financial Group June 2010 - August 2010
Lewis & Clark College Economics Department May 2009 - July 2009
Skills
Statistics, Stata, Mathematica, Data Analysis, Economics, SAS, Microsoft Office, Microsoft Excel, Quantitative Analytics, PowerPoint, LaTeX, SQL, Mathematics Education, Mathematical Modeling, Statistical Modeling
Education
The University of Texas at Austin 2010 — 2011
MA, Mathematics, Actuarial Sciences
Lewis and Clark College 2006 — 2010
Bachelor of Art, Mathematics
Jacob Boston's M Financial Group Experience May 2006 - Present
Job Vice President, Communications & Government Relations
Industry Financial Services
Experience
M Financial Group May 2006 - Present
M Financial Group August 2003 - May 2006
National Financial Partners May 2000 - July 2003
Skills
Employee Benefits, Insurance, Disability Insurance, Financial Services, Executive Pay, Succession Planning, Strategic Planning, Life Insurance, Retirement, Investments, Asset Management, Estate Planning, Marketing, Wealth, Retirement Planning, Fixed Annuities, Social Media, Wealth Management
Education
Emory University 1989 — 1992
BA, Political Science
M Financial Group May 2006 - Present
M Financial Group August 2003 - May 2006
National Financial Partners May 2000 - July 2003
Skills
Employee Benefits, Insurance, Disability Insurance, Financial Services, Executive Pay, Succession Planning, Strategic Planning, Life Insurance, Retirement, Investments, Asset Management, Estate Planning, Marketing, Wealth, Retirement Planning, Fixed Annuities, Social Media, Wealth Management
Education
Emory University 1989 — 1992
BA, Political Science
Malcolm Hodge's M Financial Group Experience 1995 - 1997
Job VP & Manager at Premier Community Bank
Industry Banking
Experience
Premier Community Bank July 2004 - Present
First Independent Bank 2002 - 2004
Centennial Bank 2001 - 2002
Centennial Bank 1999 - 2001
Centennial Bank 1998 - 1999
M Financial Group 1995 - 1997
Skills
Portfolio Management, Credit, Commercial Lending, Commercial Banking, Credit Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 1992 — 1994
MBA
University of Virginia 1984 — 1988
BA
Premier Community Bank July 2004 - Present
First Independent Bank 2002 - 2004
Centennial Bank 2001 - 2002
Centennial Bank 1999 - 2001
Centennial Bank 1998 - 1999
M Financial Group 1995 - 1997
Skills
Portfolio Management, Credit, Commercial Lending, Commercial Banking, Credit Analysis
Education
University of Oregon - Charles H. Lundquist College of Business 1992 — 1994
MBA
University of Virginia 1984 — 1988
BA
Beth Christy's M Financial Group Experience January 2005 - Present
Job Director of Reinsurance at M Financial Group
Industry Insurance
Kristin Hart's M Financial Group Experience May 2008 - August 2009
Job Group Benefits Sales Account Executive at MetLife
Industry Insurance
Experience
MetLife June 2010 - Present
University of Portland November 2009 - May 2010
University of Portland April 2008 - May 2010
M Financial Group May 2008 - August 2009
Skills
Management, Editing, Public Speaking, Customer Service
Education
University of Portland 2006 — 2010
BBA, Finance, Economics
MetLife June 2010 - Present
University of Portland November 2009 - May 2010
University of Portland April 2008 - May 2010
M Financial Group May 2008 - August 2009
Skills
Management, Editing, Public Speaking, Customer Service
Education
University of Portland 2006 — 2010
BBA, Finance, Economics
Melody M. Behnke, MBA, CFP®'s M Financial Group Experience September 2003 - Present
Job Director, Member Firm Development at M Financial Group
Industry Financial Services
Experience
M Financial Group September 2003 - Present
Oregon Air National Guard August 1983 - September 2009
National Financial Partners 2000 - 2003
The Private Consulting Group September 1995 - April 2000
Southern Pacific Railroad 1992 - 1994
Skills
Wealth Transfer, Retirement Planning, Partner Relationship..., Wealth Management, Fixed Annuities, Universal Life, Disability Insurance, Estate Planning, Life Insurance, Wealth, Partner Management, Retirement, 401k, Employee Benefits, Financial Analysis, Mutual Funds, Long-term Care, Insurance, Strategic Financial..., Financial Services, Investments, Financial Advisory, Series 7, Financial Planning
Education
Portland State University 2000 — 2005
Master's degree, Business Administration and Management, General
M Financial Group September 2003 - Present
Oregon Air National Guard August 1983 - September 2009
National Financial Partners 2000 - 2003
The Private Consulting Group September 1995 - April 2000
Southern Pacific Railroad 1992 - 1994
Skills
Wealth Transfer, Retirement Planning, Partner Relationship..., Wealth Management, Fixed Annuities, Universal Life, Disability Insurance, Estate Planning, Life Insurance, Wealth, Partner Management, Retirement, 401k, Employee Benefits, Financial Analysis, Mutual Funds, Long-term Care, Insurance, Strategic Financial..., Financial Services, Investments, Financial Advisory, Series 7, Financial Planning
Education
Portland State University 2000 — 2005
Master's degree, Business Administration and Management, General
Craig Shigeno's M Financial Group Experience 2014 - Present
Job President & COO, M Financial Re
Industry Insurance
Experience
M Financial Group 2014 - Present
M Financial Group 2002 - 2014
Skills
Disability Insurance, Insurance, Life Insurance, Fixed Annuities, Actuarial Science, Reinsurance, Risk Management, Financial Reporting, Financial Services, Health Insurance
Education
Drake University 1988 — 1991
BSBA, Actuarial Science
M Financial Group 2014 - Present
M Financial Group 2002 - 2014
Skills
Disability Insurance, Insurance, Life Insurance, Fixed Annuities, Actuarial Science, Reinsurance, Risk Management, Financial Reporting, Financial Services, Health Insurance
Education
Drake University 1988 — 1991
BSBA, Actuarial Science
Kevin Kukar's M Financial Group Experience April 1998 - Present
Job Treasurer & Vice President, Accounting at M Financial Group
Industry Insurance
Experience
M Financial Group April 1998 - Present
M Financial Group 1998 - 2009
PricewaterhouseCoopers 1993 - 1998
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1993
MAC, Accounting
Santa Clara University 1987 — 1990
BS, Economics, Politcal Science
M Financial Group April 1998 - Present
M Financial Group 1998 - 2009
PricewaterhouseCoopers 1993 - 1998
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1992 — 1993
MAC, Accounting
Santa Clara University 1987 — 1990
BS, Economics, Politcal Science
Jennifer Nonas's M Financial Group Experience 2007 - 2008
Job Art Therapist at Warren E. Smith, Child & Family Department
Industry Mental Health Care
Experience
WES September 2008 - Present
Hahnemann University Hospital, Oncology Department September 2007 - May 2008
M Financial Group 2007 - 2008
LIFE Center 2007 - 2007
The Consortium 2006 - 2006
CollegeNET May 2000 - May 2005
Education
Drexel University 2006 — 2008
MA, art therapy
Reed College 1995 — 2000
BA, psychology
WES September 2008 - Present
Hahnemann University Hospital, Oncology Department September 2007 - May 2008
M Financial Group 2007 - 2008
LIFE Center 2007 - 2007
The Consortium 2006 - 2006
CollegeNET May 2000 - May 2005
Education
Drexel University 2006 — 2008
MA, art therapy
Reed College 1995 — 2000
BA, psychology
Debbie Rieke's M Financial Group Experience April 2000 - August 2008
Job Manager of Development and Resources
Industry Human Resources
Experience
Project Access Now February 2011 - December 2013
Project Access Now November 2009 - February 2011
M Financial Group April 2000 - August 2008
HR Answers, Inc. November 1999 - April 2000
Skills
Nonprofits, Insurance, Program Development, Fundraising, Volunteer Management, Strategic Planning, Personnel Management, Recruiting, Process Improvement, Human Resources, Health Insurance, HIPAA, Resource Development, Community Outreach, Program Management, Workshop Facilitation, Healthcare Information..., Microsoft Excel, Public Speaking
Education
Portland State University
B.S., Business Administration: General Management and Human Resource Management
Project Access Now February 2011 - December 2013
Project Access Now November 2009 - February 2011
M Financial Group April 2000 - August 2008
HR Answers, Inc. November 1999 - April 2000
Skills
Nonprofits, Insurance, Program Development, Fundraising, Volunteer Management, Strategic Planning, Personnel Management, Recruiting, Process Improvement, Human Resources, Health Insurance, HIPAA, Resource Development, Community Outreach, Program Management, Workshop Facilitation, Healthcare Information..., Microsoft Excel, Public Speaking
Education
Portland State University
B.S., Business Administration: General Management and Human Resource Management
Tara Fosnight's M Financial Group Experience July 2011 - Present
Job Internal Auditor at M Financial Group
Industry Management Consulting
Experience
M Financial Group July 2011 - Present
Deloitte & Touche September 2006 - June 2011
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Financial Accounting, CPA, US GAAP, Auditing, Financial Reporting, GAAP, Accounting, Assurance, Finance
Education
Portland State University - School of Business 2004 — 2006
University of Oregon - Charles H. Lundquist College of Business 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
M Financial Group July 2011 - Present
Deloitte & Touche September 2006 - June 2011
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Financial Accounting, CPA, US GAAP, Auditing, Financial Reporting, GAAP, Accounting, Assurance, Finance
Education
Portland State University - School of Business 2004 — 2006
University of Oregon - Charles H. Lundquist College of Business 2000 — 2004
Bachelor's Degree, Business Administration and Management, General
Jacob Bear's M Financial Group Experience May 2010 - August 2010
Job Analyst at Company Confidential
Industry Financial Services
Experience
Company Confidential August 2012 - Present
Cascade Investment June 2011 - August 2011
M Financial Group May 2010 - August 2010
Nestle February 2010 - May 2010
M Financial Group June 2009 - August 2009
Skills
Valuation, Financial Modeling, Bloomberg, Portfolio Management
Education
Marquette University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, Summa Cum Laude
Company Confidential August 2012 - Present
Cascade Investment June 2011 - August 2011
M Financial Group May 2010 - August 2010
Nestle February 2010 - May 2010
M Financial Group June 2009 - August 2009
Skills
Valuation, Financial Modeling, Bloomberg, Portfolio Management
Education
Marquette University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics, Summa Cum Laude
Diane O'MALLEY's M Financial Group Experience August 2013 - Present
Job Compensation & Benefits Analyst at M Financial Group
Industry Financial Services
Experience
M Financial Group August 2013 - Present
Oregon Ballet Theatre May 2011 - August 2013
Provenance Hotels May 2010 - May 2011
Portland Youth Philharmonic May 2004 - May 2010
Mt. Hood Community College March 1996 - June 2008
Provenance Hotels March 2002 - June 2004
Pollin Hotels & Restaurants February 1998 - March 2002
Pollin Hotels and Restaurants September 1986 - February 1998
Skills
Microsoft Dynamics SL, Job Costing, Budgets, Payroll, Non-profits, Sales & Use Tax, Construction Accounting, GAAP, Microsoft Excel, Revenue Recognition, Nonprofits, Human Resources, Finance, Accounts Receivable, General Ledger, Employee Benefits, Accounting, Leadership, Event Planning
Education
Portland State University 1997 — 2000
MBA, Training and Development
Portland State University
Bachelor of Science (BS), Accounting and Business/Management
M Financial Group August 2013 - Present
Oregon Ballet Theatre May 2011 - August 2013
Provenance Hotels May 2010 - May 2011
Portland Youth Philharmonic May 2004 - May 2010
Mt. Hood Community College March 1996 - June 2008
Provenance Hotels March 2002 - June 2004
Pollin Hotels & Restaurants February 1998 - March 2002
Pollin Hotels and Restaurants September 1986 - February 1998
Skills
Microsoft Dynamics SL, Job Costing, Budgets, Payroll, Non-profits, Sales & Use Tax, Construction Accounting, GAAP, Microsoft Excel, Revenue Recognition, Nonprofits, Human Resources, Finance, Accounts Receivable, General Ledger, Employee Benefits, Accounting, Leadership, Event Planning
Education
Portland State University 1997 — 2000
MBA, Training and Development
Portland State University
Bachelor of Science (BS), Accounting and Business/Management
Elizabeth Breedlove's M Financial Group Experience June 1995 - Present
Job Program Manager, MF Technology Services at M Financial Group
Industry Financial Services
Experience
M Financial Group June 1995 - Present
Education
Southern Oregon University 1987 — 1989
Bachelor of Science, Business Education
Southern Oregon University 1980 — 1984
Bachelor of Science, Business Administration and Marketing
M Financial Group June 1995 - Present
Education
Southern Oregon University 1987 — 1989
Bachelor of Science, Business Education
Southern Oregon University 1980 — 1984
Bachelor of Science, Business Administration and Marketing
Kimberly Corbette's M Financial Group Experience January 2006 - April 2013
Job Associate, Client Adminstration at M Benefit Solutions
Industry Financial Services
Experience
M Benefit Solutions April 2013 - Present
M Financial Group January 2006 - April 2013
Friends Rehabilitation 2001 - 2004
Education
Eastern University 2002 — 2003
Economics
Swarthmore College 1997 — 2001
BA, Economics
The Brearley School 1991 — 1997
M Benefit Solutions April 2013 - Present
M Financial Group January 2006 - April 2013
Friends Rehabilitation 2001 - 2004
Education
Eastern University 2002 — 2003
Economics
Swarthmore College 1997 — 2001
BA, Economics
The Brearley School 1991 — 1997
Devin LaPlant, FSA's M Financial Group Experience June 2014 - Present
Job Director & Actuary, Product Development at M Financial Group
Industry Financial Services
Experience
M Financial Group June 2014 - Present
MetLife May 2012 - May 2014
MetLife June 2010 - May 2012
MetLife September 2008 - June 2010
Reinsurance Group of America May 2006 - August 2008
Skills
Economic Capital, Valuation, Fixed Annuities, ALM, Actuarial Science, Financial Analysis, Financial Modeling, Microsoft Excel, Financial Risk, Actuaries, MoSes, Embedded Value, Insurance, Defined Benefit, Variable Annuities, Pensions
Education
Maryville University of Saint Louis 2002 — 2006
B.S., Actuarial Science
M Financial Group June 2014 - Present
MetLife May 2012 - May 2014
MetLife June 2010 - May 2012
MetLife September 2008 - June 2010
Reinsurance Group of America May 2006 - August 2008
Skills
Economic Capital, Valuation, Fixed Annuities, ALM, Actuarial Science, Financial Analysis, Financial Modeling, Microsoft Excel, Financial Risk, Actuaries, MoSes, Embedded Value, Insurance, Defined Benefit, Variable Annuities, Pensions
Education
Maryville University of Saint Louis 2002 — 2006
B.S., Actuarial Science
Nancy Fuhrman's M Financial Group Experience 2012 - 2013
Job Retired, Employee Benefits Management
Industry Financial Services
Experience
M Financial Group 2012 - 2013
Columbia Benefit Solutions 1990 - December 2011
Multomah Athletic Club 2008 - 2009
Skills
Human Resources, Employee Benefits, Insurance, Investments, Risk Management, Financial Analysis, 401k, Strategic Planning, Business Analysis, Disability Insurance, Retirement Planning, Account Management, Executive Pay, Business Development, Analysis, Health Insurance, Strategic Financial..., Health Savings Accounts, Business Planning, Compensation, Coaching, Medicare, Strategy, Reinsurance, FMLA, Benefits Design, Deferred Compensation, Small Business, Benefits Administration, Brokers, Group Insurance, COBRA, Health Care Reform, Term Life Insurance, Long-term Care, Life Insurance
Education
Lake Oswego High School
Portland State University - School of Business
BS, Business
M Financial Group 2012 - 2013
Columbia Benefit Solutions 1990 - December 2011
Multomah Athletic Club 2008 - 2009
Skills
Human Resources, Employee Benefits, Insurance, Investments, Risk Management, Financial Analysis, 401k, Strategic Planning, Business Analysis, Disability Insurance, Retirement Planning, Account Management, Executive Pay, Business Development, Analysis, Health Insurance, Strategic Financial..., Health Savings Accounts, Business Planning, Compensation, Coaching, Medicare, Strategy, Reinsurance, FMLA, Benefits Design, Deferred Compensation, Small Business, Benefits Administration, Brokers, Group Insurance, COBRA, Health Care Reform, Term Life Insurance, Long-term Care, Life Insurance
Education
Lake Oswego High School
Portland State University - School of Business
BS, Business
Tami Barraclough's M Financial Group Experience January 1991 - Present
Job Manager, DI Sales Support at M Financial Group
Industry Financial Services
Experience
M Financial Group January 1991 - Present
Education
University of Portland 1982 — 1986
Bachelor's Degree
M Financial Group January 1991 - Present
Education
University of Portland 1982 — 1986
Bachelor's Degree
Kenneth Nordstrom's M Financial Group Experience March 2012 - Present
Job Seasoned insurance marketing leader
Industry Insurance
Experience
M Financial Group March 2012 - Present
Sun Life Financial 2008 - 2011
John Hancock Life Insurance Company 1992 - 2007
Skills
Build collaboration..., Drive quality sales..., Mentor young talent..., Transform theoretical..., Leadership, Insurance, Life Insurance, Sales, Collaboration
Education
The American College 1977 — 1985
Chartered Life Underwriter and Chartered Financial Consultant, Life Insurance and Financial Planning
Tufts University 1962 — 1966
Bachelor of Arts cum laude, English Major, History Minor
M Financial Group March 2012 - Present
Sun Life Financial 2008 - 2011
John Hancock Life Insurance Company 1992 - 2007
Skills
Build collaboration..., Drive quality sales..., Mentor young talent..., Transform theoretical..., Leadership, Insurance, Life Insurance, Sales, Collaboration
Education
The American College 1977 — 1985
Chartered Life Underwriter and Chartered Financial Consultant, Life Insurance and Financial Planning
Tufts University 1962 — 1966
Bachelor of Arts cum laude, English Major, History Minor
Bruce Fuller's M Financial Group Experience October 2006 - Present
Job Director & Actuary at M Financial Group
Industry Financial Services
Experience
M Financial Group October 2006 - Present
Skills
Actuarial Science, Reinsurance, Insurance, Life Insurance, Risk Management, ALM, Financial Modeling, Investments
Education
The University of Texas at Austin 1993 — 1995
BS, Mathematics
M Financial Group October 2006 - Present
Skills
Actuarial Science, Reinsurance, Insurance, Life Insurance, Risk Management, ALM, Financial Modeling, Investments
Education
The University of Texas at Austin 1993 — 1995
BS, Mathematics
Timur Kocaoglu's M Financial Group Experience June 2003 - August 2003
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2005 - Present
Goldman Sachs June 2004 - August 2004
M Financial Group June 2003 - August 2003
Skills
Bloomberg, Equity Derivatives, Sales, Product Structuring, Equities, Derivatives, Structured Products
Education
University of Pennsylvania 2001 — 2005
BS, Finance
University of Pennsylvania 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Bioengineering and Biomedical Engineering
The Catlin Gabel School 1997 — 2001
Goldman Sachs 2005 - Present
Goldman Sachs June 2004 - August 2004
M Financial Group June 2003 - August 2003
Skills
Bloomberg, Equity Derivatives, Sales, Product Structuring, Equities, Derivatives, Structured Products
Education
University of Pennsylvania 2001 — 2005
BS, Finance
University of Pennsylvania 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Bioengineering and Biomedical Engineering
The Catlin Gabel School 1997 — 2001
Grant Pederson's M Financial Group Experience May 2010 - August 2010
Job Senior Credit Analyst at Nike
Industry Financial Services
Experience
Nike May 2014 - Present
Nike September 2013 - May 2014
Nike March 2013 - September 2013
Pacific Continental Bank April 2012 - March 2013
JPMorgan Chase June 2011 - April 2012
M Financial Group May 2010 - August 2010
Oswego Lake Country Club May 2006 - August 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Risk Management, Access, Relationship Management, Credit Analysis, Finance
Education
Gonzaga University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Gonzaga University - School of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Nike May 2014 - Present
Nike September 2013 - May 2014
Nike March 2013 - September 2013
Pacific Continental Bank April 2012 - March 2013
JPMorgan Chase June 2011 - April 2012
M Financial Group May 2010 - August 2010
Oswego Lake Country Club May 2006 - August 2009
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Risk Management, Access, Relationship Management, Credit Analysis, Finance
Education
Gonzaga University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Gonzaga University - School of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Connie Morrison's M Financial Group Experience
Job Sr. VP Member Firm Development
Industry Financial Services
Experience
M Financial Group
Skills
Retirement Planning, Wealth Management, Insurance, Estate Planning, Marketing Strategy, Succession Planning, Strategic Financial..., Strategic Planning, Retirement, 401k, Life Insurance, Wealth
Education
Portland State University
MBA
University of Washington
M Financial Group
Skills
Retirement Planning, Wealth Management, Insurance, Estate Planning, Marketing Strategy, Succession Planning, Strategic Financial..., Strategic Planning, Retirement, 401k, Life Insurance, Wealth
Education
Portland State University
MBA
University of Washington
Charolette Mitchell's M Financial Group Experience March 1980 - October 1998
Job Insurance Professional
Industry Insurance
Experience
Retired September 2001 - Present
M Financial Group March 1980 - October 1998
Education
University of Arizona 1966 — 1978
Bachelor's degree, Accounting
Retired September 2001 - Present
M Financial Group March 1980 - October 1998
Education
University of Arizona 1966 — 1978
Bachelor's degree, Accounting
Derek Pease's M Financial Group Experience September 2013 - Present
Job Web Analyst at M Financial Group
Industry Higher Education
Experience
M Financial Group September 2013 - Present
Telegraph Harbor Marina June 2005 - August 2011
Skills
People-oriented, Microsoft Office, Microsoft Excel, Microsoft Operating..., Photoshop, HTML, SQL, Visual Basic, Typing, Handsome, Surfing, Eating
Education
Trinity Western University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Trinity Western University
M Financial Group September 2013 - Present
Telegraph Harbor Marina June 2005 - August 2011
Skills
People-oriented, Microsoft Office, Microsoft Excel, Microsoft Operating..., Photoshop, HTML, SQL, Visual Basic, Typing, Handsome, Surfing, Eating
Education
Trinity Western University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Trinity Western University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY