Bates Private Capital, an LECG Company
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Bates Private Capital, an LECG Company Employees
Wells Fargo December 2014 - Present
Nike June 2012 - 2014
Capital One May 2012 - May 2012
HSBC September 2006 - April 2012
Bates Private Capital, an LECG Company August 2003 - August 2006
Skills
Business Intelligence, SAS, SQL, Analytics, VBA, Data Analysis, Data Modeling, Data Warehousing, Database Marketing, Cognos, SDLC, Credit Cards, Tableau, Visio, Python, Business Analysis, Financial Services, Requirements Gathering, SharePoint, Unix Shell Scripting, ETL, Bloomberg, ADO, Agile Methodolgy
Education
OGI School of Science & Engineering at OHSU
M.S. in Electrical and Computer Engineering
Renmin University of China
B.S. in Economics
Moss Adams LLP September 2015 - Present
Accountemps March 2013 - April 2014
Bookkeeper July 2008 - July 2009
Bates Private Capital, an LECG Company September 2003 - May 2007
KPMG US October 2002 - August 2003
University of Portland May 1999 - September 2002
Arthur Andersen, LLP January 2001 - April 2002
Skills
Financial Analysis, Tax Preparation, Client Relations Skills, Account Reconciliation, Expatriate Tax, Personal Income Tax..., Foreign National Tax, General Ledger, Journal Entries, Budget Process, Fixed Asset Depreciation, GAAP, Microsoft Excel, Team Leadership, Teamwork, Account Management, Time Management, Financial Reporting, Foreign Exchange Rate...
Education
University of Portland 2001 — 2002
Master of Business Administration (MBA)
University of Portland 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Intel Corporation March 2006 - Present
Bates Private Capital, an LECG Company May 2004 - February 2006
Merrill Lynch May 2003 - August 2003
Skills
Financial Analysis, Financial Modeling, Partnering, Collaboration, Problem Solving, Action Oriented, Microsoft Excel, Microsoft Office, SAP, Strategic Financial..., NPV, Forecasting, Budgets, Financial Forecasting, Strategic Planning, Analysis, Variance Analysis, Accounting, Managerial Finance, Financial Reporting, Cross-functional Team..., Data Analysis, Process Improvement, Financial Planning
Education
Atkinson Graduate School of Management
Master of Business Administration (MBA)
Syddansk Universitet / University of Southern Denmark
University of Puget Sound
Bachelor of Arts (B.A.), Business Administration, Minors: Math, Economics, Politics
US House of Representatives Page School
Continental Midland, L.L.C. a Monomoy Company May 2015 - Present
Navistar Inc May 2014 - May 2015
Navistar Inc May 2013 - May 2014
Navistar Inc January 2007 - July 2013
Bates Private Capital, an LECG Company 2004 - 2006
Skills
Accounting, Financial Reporting, Leadership, Budgets, Management, Analysis, Finance, Process Improvement, Inventory Management, Financial Analysis, Forecasting, Financial Modeling, Contract Negotiation, Microsoft Excel, Microsoft Office, Team Building
Education
George Fox University 2011 — 2013
MBA, Business Administration and Management, General
Linfield College 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Bates Group LLC May 2004 - Present
Bates Private Capital, an LECG Company February 2003 - May 2004
FEI Company 1998 - 2001
Skills
SQL, HTML, Databases, Python, VBA, JavaScript, ASP.NET, PostgreSQL, Microsoft SQL Server, Crystal Reports, Linux, Software Development, Software Project..., C#, Visual Basic, .NET, VB.NET, Silverlight, SDLC, Access, T-SQL
Education
Portland Community College 2008 — 2012
AAS - 6/2012, Computer Information Systems
Portland State University 1998 — 2001
Electrical Engineering
Microsoft September 2013 - Present
Microsoft September 2012 - September 2013
Microsoft January 2011 - September 2013
Microsoft May 2008 - December 2010
Bates Private Capital, an LECG Company October 2006 - May 2008
Nortel Networks February 2005 - October 2006
Nortel Networks June 2003 - February 2005
Nortel Networks March 2003 - June 2003
Nortel Networks September 2001 - March 2003
Nortel Networks August 2000 - September 2001
Skills
Perl, C++, C#, XML, Software Development, Software Project..., Leadership, Security, Testing, Distributed Systems, Databases, cloud services, Cloud Storage, SQL, Linux, Cloud Computing, Big Data
Education
Dalhousie University 1995 — 2000
Bachelar of Engineering, Industrial/Systems Engineering
Posey Company January 2014 - Present
TZ MEDICAL INC January 2011 - December 2013
TZ Medical July 2009 - December 2010
Fisher Investments April 2008 - May 2009
Fisher Investments January 2008 - January 2009
BATES PRIVATE CAPITAL, AN LECG COMPANY January 2004 - January 2008
LECG 2004 - 2008
Bates Private Capital, an LECG LLC company 2004 - 2008
Bates Private Capital, LECG 2004 - 2008
BIDWELL & COMPANY January 1999 - January 2004
Skills
Management, Sales, Analysis, Investments, Direct Sales, Team Management, Human Resources, Mutual Funds, New Business Development, Product Development, Asset Allocation, Customer Service, Medical Devices, Sales Management, Sales Operations
Education
Oregon State University 1995 — 1999
BS, Business Administration
Oregon State University 1995 — 1999
Bachelor of Science degree, Business Administration; Finance
Nike, Inc. 2007 - Present
Nike, Inc. 2006 - 2007
Protiviti 2005 - 2006
Bates Private Capital, an LECG Company 2001 - 2005
Education
George Fox University 1997 — 2001
BS, Accounting, International Business
LECG August 2006 - Present
Bates Private Capital, An LECG Company June 2004 - August 2006
Education
Linfield College 2000 — 2004
ESCO Corporation March 2015 - Present
ESCO Corporation June 2014 - February 2015
Con-way September 2007 - June 2014
Bates Private Capital, an LECG Company September 2002 - May 2007
US Navy Reserve 1990 - 2006
May Department Stores October 1990 - May 2002
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Auditing, Sarbanes-Oxley, CPA, Accounting, Managerial Finance, Account Reconciliation, Process Improvement, Budgets, Financial Analysis, GAAP, Internal Audit, Financial Accounting, SEC filings, IT Audit, General Ledger, Fixed Assets, Cash Flow, Accounts Payable, Operational Risk..., Team Building, Leadership
Education
Portland State University 1985 — 1987
Bachelor's degree, Accounting
Mt. Hood Community College 1982 — 1985
Business Administration and Management, General
adidas March 2015 - Present
adidas America October 2010 - March 2015
adidas America July 2009 - October 2010
adidas America July 2007 - June 2009
Nordstrom September 2006 - July 2007
Bates Private Capital, an LECG Company June 2004 - June 2006
Skills
Trusted Business Partner, People Development, Communication, Financial Forecasting, Financial Analysis, Presentations, Sporting Goods
Education
University of Portland 2000 — 2004
Double major Bachelor of Business Administration, Finance and Spanish