Umpqua Investments, Inc.
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Umpqua Investments, Inc. Employees
Partners In Care January 2015 - Present
HomeStreet Bank December 2012 - October 2014
Umpqua Bank July 2011 - December 2012
Umpqua Investments, Inc. August 2007 - July 2011
Skills
Customer Service, Sales, Community Development, Networking, Personal & Professional..., Research, Public Speaking, Community Outreach, Communication Skills, Community Banking, Non-profit Volunteer, Cooking, Data Entry, Time Management, Marketing, Financial Analysis, Finance, Strategic Planning
Education
Southern Oregon University
Psychology, Human Communications
Umpqua Investments, Inc. 2008 - Present
Morgan Stanley Smith Barney January 1983 - June 2008
Skills
Investments, Portfolio Management, Wealth Management, Financial Planning, Series 7, Retirement Planning, Strategic Financial..., Retirement, Risk Management, Financial Modeling, Strategic Planning, Financial Analysis, Asset Allocation, Life Insurance, Mutual Funds, Fixed Annuities, Banking, Investment Advisory, Wealth Management...
Education
Oregon State University 1977 — 1982
BS, Business Administration
Umpqua Investments, Inc. December 2009 - Present
PrimeVest Financial Services May 2003 - December 2009
Charles Schwab August 1997 - April 2003
Skills
Personal Financial..., Retirement Planning, Investment Advisory..., Asset Allocation, Risk Management, Life Insurance, Long Term Care Insurance
Education
Arizona State University
BS
Umpqua Bank December 2010 - Present
Umpqua Bank July 2010 - Present
Umpqua Investments, Inc. 2008 - July 2010
Washoe County 1995 - March 2007
Skills
Credit, Financial Analysis, Investments, Accounting, Microsoft Excel, Financial Reporting, Strategic Planning, PowerPoint, Leadership, Banking, Finance, Outlook, Team Building, Nonprofits, Account Management, Small Business, Commercial Lending, Community Outreach, Management, Insurance
Education
University of Arkansas at Fayetteville
Bachelor of Arts (BA), History
Umpqua Investments, Inc. July 2012 - Present
Umpqua Bank 2009 - 2013
Wells Fargo July 2004 - June 2009
D.A. Davidson & Co. June 2001 - July 2004
Skills
Series 7, Wealth Management, Investment Advisory, Banking, Mutual Funds, Portfolio Management, Investments, Securities, Financial Services, Series 63, Retirement Planning, Investment Strategies, Series 65, Insurance, FINRA, Strategic Financial..., Asset Managment, Equities, Asset Allocation, Investment Management, Risk Management, Estate Planning
Education
University of Portland 2011 — 2012
Executive Certificate, Financial Planning
Portland State University - School of Business 1986 — 1990
Bachelor of Science (BS), Finance Law
Umpqua Investments, Inc. April 2014 - Present
Sterling Savings Bank March 2012 - March 2014
First Independent Bank April 2007 - February 2012
Harvest Capital Advisors April 2006 - April 2007
Charles Schwab June 1999 - March 2006
Skills
Wealth Management, Investments, Portfolio Management, Financial Services, Strategic Financial..., Investment Advisory, Finance, Retirement Planning, Estate Planning, Financial Planners, Securities, Leadership, Financial Advisory, Financial Planning, Financial Analysis, Risk Management, Strategy, Insurance Planning, Mergers
Education
Bucknell University 1988 — 1992
BA, International Relations/Japanese Studies
Waseda University 1990 — 1991
Certificate of Completion, Japanese Culture and Language
Umpqua Investments, Inc. September 1994 - Present
Southern Oregon University September 2014 - Present
The Oregon Community Foundation May 2002 - Present
Pacific Retirement Services, Inc. October 2006 - Present
Applegate Valley Rural Fire Protection District July 2004 - Present
Children's Institute March 2014 - Present
SMART (Start Making A Reader Today) December 2013 - Present
Oregon 529 College Savings Network January 2005 - December 2013
Oregon Cultural Trust 2008 - 2012
Franklin Templeton Investments June 1984 - September 1994
Skills
Series 7, Investment Advisory, Retirement Planning, Wealth Management, Investments, Financial Analysis, Financial Planners, Investment Strategies, Alternative Investments, Equities, Fixed Income, Asset Allocation, Private Equity, Series 63, Mergers & Acquisitions, Life Insurance, High Net Worth..., Asset Managment, Risk Management, Strategic Planning, Wealth, Investor Relations, Mutual Funds, Financial Services, 401k Rollovers, 401k, Insurance, Fixed Annuities, Finance, Portfolio Management, Estate Planning, Retirement, Endowments, FINRA, Financial Advisory, Series 65, Financial Modeling, Wealth Management..., Long-term Care, ETFs, Hedge Funds, Private Banking, Investment Management, IRAs, Securities, Strategic Financial..., Uniform Combined State..., Series 24, Equity Research, Long Term Care Insurance
Education
Stanford University 1961 — 1965
BA, Communications
Wharton School, University of Pennsylvania 1989 — 1991
Securities Industry Institute
Martin Nelson & Co., Inc January 2014 - Present
AKT Wealth Advisors, LP November 2010 - June 2012
Westside Christian High School October 2007 - February 2011
Umpqua Investments, Inc. July 2004 - March 2010
Skills
Asset Allocation, Strategic Financial..., Estate Planning, Investments, 401k, Finance, Retirement Planning, Wealth Management, Investment Management, Series 7, Investment Strategies, Asset Management, Mutual Funds, Financial Advisory, Portfolio Management, Fixed Annuities, Financial Planners, Insurance, Nonprofits, Financial Services, Wealth, Financial Planning
Education
University of Portland 2005 — 2006
Executive Certificate in Financial Planning, Financial Planning and Services
Seattle Pacific University - School of Business and Economics 2000 — 2004
BA, Business Finance
Westside Christian High School 1996 — 2000
Self Employed April 2013 - Present
Ameriprise Financial Services, Inc. April 2011 - April 2013
Umpqua Investments, Inc. May 2009 - April 2011
UBS Wealth Management 1995 - 2009
Kidder Peabody & Co. February 1990 - January 1995
Skills
Series 7, Wealth Management..., Asset Allocation, Banking, Equities, Mutual Funds, Strategic Financial..., Business Analysis, Recruiting, Investment Advisory, Team Building, Team Leadership, Project Management, Communication Skills, Series 63, Uniform Combined State..., Financial Advisory, Retirement, Financial Services, Customer Service, Coaching, Financial Planning, Public Speaking, Investments, Leadership, Strategic Planning, Strategy
Education
The University of North Dakota
Bachelor of Science Business Administration, Marketing
Umpqua Investments, Inc. April 2013 - Present
Chase Investment Services March 2009 - January 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Strategic Planning, Microsoft Word, English, Windows, Research, Outlook, Photoshop, Public Speaking, Budgets, Editing, Java
Education
University of Oregon 2004 — 2008
Bachelor of Science (B.S.)
University of Oregon 2004 — 2008
Minor - Business Administration
Johnstone Financial Advisors February 2013 - Present
Umpqua Investments, Inc. January 2007 - 2011
Umpqua Bank July 2005 - December 2006
Umpqua Bank November 2003 - July 2005
Skills
Certified Financial..., Credit, Portfolio Management
Education
Lewis and Clark College 1999 — 2003
Bachelor of Arts (B.A.), Business & Economics
Umpqua Investments, Inc. June 2009 - Present
Smith Barney May 2003 - June 2009
Prudential Securities June 1998 - May 2003
Skills
Retirement Planning, Wealth Management, Series 7, Life Insurance, Variable Annuities, Mutual Funds, Separately Managed..., Qualified Retirement..., Investments, Stocks, Bonds
Education
University of Oregon 1986 — 1989
Bachelor of Science (B.S.), Finance
Umpqua Investments, Inc. July 2015 - Present
Coeur d'Alene Galleries February 2006 - Present
Pennaluna & Company February 2013 - July 2015
Digital Lizard May 2012 - February 2013
Coeur d'Alene Resort September 2011 - May 2012
Culver Careers 2002 - 2006
Skills
Marketing, Account Management, Cold Calling, New Business Development, Selling, Lead Generation, B2B, Salesforce.com, Direct Sales, Digital Printing
Education
Pepperdine University 1998 — 2001
Business, Administration
PitchBook Data April 2015 - Present
Eldorado Trading Group July 2013 - April 2015
Eldorado Trading Group June 2009 - July 2013
Eldorado Trading Group May 2008 - June 2009
Umpqua Investments, Inc. September 2007 - May 2008
Umpqua Investments, Inc. May 2006 - September 2007
Skills
Management, Marketing, Financial Analysis, Microsoft Office, Customer Service, Social Media, Equities, Sales, Public Speaking, Fixed Income, Bloomberg, Derivatives, Trading
Education
University of Colorado Boulder 2002 — 2006
Finance
Griffith University 2005 — 2005
Sport Management, Finance, Tourism
Umpqua Investments, Inc. 2006 - Present
Piper Jaffray 1997 - 2006
Education
Arizona State University, W. P. Carey School of Business 1974 — 1977
Master of Business Administration (MBA), Marketing and Advertising, 3.5/4.0
Arizona State University 1970 — 1973
Bachelor of Science (BS), Marketing
Umpqua Investments, Inc. April 2014 - Present
Opes Advisors April 2012 - April 2014
Morgan Stanley June 2010 - May 2012
comerica bank April 2006 - June 2010
Skills
Portfolio Management, Wealth Management, Fixed Income, Private Banking, Investments, Credit, Equities, Asset Allocation, Risk Management
Education
University of North Texas 1986 — 1988
MBA, Finance/Accounting
University of Leeds 1982 — 1986
BA Hons, Finance / Marketing