Bidwell & Company
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Bidwell & Company Employees
Morones Analytics July 2009 - Present
LECG August 2005 - July 2009
Bates Private Capital June 2002 - August 2005
Bidwell & Company September 1999 - May 2002
Symonds Evans and Company May 1994 - August 1999
Skills
Forensic Accounting, Certified Fraud Examiner, Litigation Support, Fraud, Litigation Consulting, Securities Litigation, Expert Witness, Finance, Forensic Analysis, CPA, Fraud Investigations, Lost Profits Analysis, Damage Analysis for..., Wage and Earnings Claims, Litigation, Bankruptcy, Business Valuation, Financial Modeling, Wrongful Death, Data Analytics, Auditing, Accounting
Education
Illinois State University 1989 — 1993
BS, Financial Accounting
Docupace Technologies November 2014 - Present
Fetter Logic, Inc. March 2013 - August 2014
COR Clearing, LLC January 2012 - February 2013
Comprehensive Software Systems May 2008 - September 2011
HybridTrading, LLC May 2004 - April 2008
Bidwell & Company April 1994 - May 2004
Bidwell & Company June 2001 - January 2003
Bidwell & Company July 1997 - June 2001
Bidwell & Company April 1994 - July 1997
Kemper Securities, Inc September 1992 - April 1994
Skills
Series 7, Project Management, Portfolio Management, Financial Services, Equities, Cross-functional Team..., Vendor Management, Securities, Process Improvement, Strategy, SDLC, Platform Integration, Management, Mutual Funds, Software Development, Product Management, Business Development, Business Process, Investments, Clearing, IT Strategy, Business Process..., SaaS, Analysis, Back Office, Operations Management, Asset Management, Trading, Banking, Technology, CRM, Software Project..., Program Management, Business Strategy
Education
Gonzaga University 1988 — 1991
Bachelor of Business Administration, Finance
Ferguson Wellman Capital Management July 2013 - Present
Ferguson Wellman Capital Management 2008 - July 2013
Scottrade 2004 - 2008
Bidwell & Company 2000 - 2004
Education
University of Oregon 1991 — 1995
Bachelor of Science
Texas Medical Board September 2013 - Present
Law Firm - Private Practice August 2011 - August 2013
Texas RioGrande Legal Aid March 2011 - August 2013
Community Justice Program January 2010 - April 2010
Center for Legal and Social Justice May 2009 - August 2009
Texas Medical Board October 2006 - August 2007
Texas Medical Board January 2003 - October 2006
David Copperfield September 2002 - September 2002
Bidwell & Company May 2001 - March 2002
Spanish Teacher January 2001 - June 2001
Skills
Certifed Mediator, Mediation, •16 years of editing,..., Legal Research, Family Law, Legal Issues, Legal Writing, Litigation, Civil Litigation, Westlaw, Appeals, Courts, Criminal Law, Commercial Litigation, Research, Motions, Community Outreach, Legal Assistance, Certied for filing..., Trials, Depositions, Criminal Defense, Immigration Law, Personal Injury, Document Review, Administrative Law, Hearings, Lexis
Education
St. Mary's University School of Law 2007 — 2010
J.D., Law
The University of Texas at Austin 1996 — 2000
Bachelor of Arts, English, Spanish
Xeratec July 2014 - Present
UTi Worldwide Inc. July 2010 - July 2014
VanderHouwen & Associates September 2009 - November 2009
IBM January 2006 - April 2009
IBM 2006 - 2009
State of Oregon March 2005 - January 2006
Liberty Northwest Insurance 2003 - 2005
PacifiCorp December 2002 - April 2003
Bidwell & Company April 2001 - October 2002
GeoTrust 1999 - 2000
Skills
OOAD, Java Enterprise Edition, XML, Java, Web Services, SQL, UML, Scrum, Websphere, Integration, SOA, Software Development, Program Management, System Architecture, JavaScript, SDLC, Enterprise Architecture, Microsoft SQL Server, Software Project..., Solution Architecture, Agile Methodologies, Software Documentation, Agile Project Management, Enterprise Software, Oracle, Architecture, .NET, Unix, JSP, Hibernate, JMS, Databases, Data Warehousing, Ant, XSLT, MySQL, SOAP, C++, Struts, Architectures, Software Design, Software Engineering, JUnit, Spring, Visual Basic, EAI, Application Architecture, Tomcat, Distributed Systems, ESB
Education
Arizona State University 1983 — 1986
Glendale Community College 1983 — 1985
Greenway High School 1979 — 1980
Diploma
Glenbard East 1976 — 1980
Diploma
Confluence Wealth Management January 2015 - Present
CTC myCFO September 2008 - January 2015
Fisher Investments June 2008 - September 2008
LECG (formerly Bates Private Capital, Inc) 2005 - March 2008
Bates Private Capital, Inc 2002 - 2005
Bidwell & Company 1997 - 2002
Skills
Financial Analysis, Financial Modeling, Investments, Asset Management, Securities, Equities, Financial Reporting, Alternative Investments, Portfolio Management, Asset Allocation, Investment Strategies, Hedge Funds, Private Equity, Bloomberg, Mutual Funds, Investment Management, Fixed Income, Financial Accounting, Economics, Financial Services, Investment Advisory, Series 7, Access, People Skills, Wealth Management..., High Net Worth..., Financial Advisory, Derivatives, Financial Markets, Fund Accounting, Series 63, Wealth Management
Education
University of Oregon 1995 — 1997
BS, Business Economics
University of Arizona 1993 — 1995
Beaverton High 1990 — 1993
Keywest Retaining Sys. February 2001 - Present
NorthStar Communications 1999 - 2000
Associate housing finance 1998 - 1999
Bidwell & Company 1997 - 1998
U.S. Bank 1985 - 1997
Skills
Construction Management, Construction, Contractors, Contract Management, Project Management, Value Engineering, MS Project, Subcontracting, Change Orders, Project Estimation, Project Planning, Pre-construction, Renovation, Process Scheduler, AutoCAD, Contract Negotiation, Civil Engineering, Submittals, Budgets, Project Coordination, CAD, Procurement
Education
ITT Technical Institute-Portland 2000 — 2001
Bachelor of Applied Science (B.A.Sc.), Computer Visual Technology, 3.8
ITT Technical Institute-Portland 1998 — 2000
Associate of Arts and Sciences (AAS), Architectural Engineering / Civil Engineering Design Principles, 3.8
Clackamas Community College 2011 — 2013
Associate of Science (A.S.), Manufacturing Engineering Technology/Technician, 4.0
ING Investment Management September 2009 - October 2010
MML Investors Services Inc (BD for MassMutual) June 2008 - September 2009
Pacific Life 2006 - 2008
CCO Investment Services Corp (BD for Citizens Bank) January 2005 - June 2006
Quick & Reilly/Banc of America Investment Services August 2003 - December 2004
WS Griffith Securities 2000 - 2002
Bidwell & Company March 1996 - July 1999
Fidelity Investments January 1994 - January 1996
Skills
Retirement Planning, Retirement Income..., Tactical Asset..., Wealth Management, 401k Rollovers, Separately Managed..., Series 65, Annuity Sales, Wealth Accumulation..., Alternative Investments, Covered Calls, Unified Managed Accounts, 529 Plans, Mutual Funds, Asset Allocation, Investments, Financial Services, SEP IRA, Simple IRA, Hedge Funds, Life Insurance, Retirement, Insurance, Fixed Annuities, hed
Education
Embry-Riddle Aeronautical University 1985 — 1989
Associate's Degree, Business Administration and Management, General
Embry-Riddle Aeronautical University - Prescott, AZ 1985 — 1989
Bachelor's Degree, Aeronautical Science
Carr Insurance Agency LLC September 2014 - Present
State Farm® September 2009 - September 2014
Portland Police Bureau April 2001 - September 2009
The Oregonian Distribution, Inc. 1999 - 2002
Bidwell & Company March 1996 - April 1999
Walmart 1995 - 1996
Morgan Stanley Smith Barney August 1993 - September 1995
Washington Mutual 1995 - 1995
US Army January 1988 - February 1992
Skills
Condos, Team Building, Public Relations, Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Disability Insurance, Long-term Care, Health Insurance, Commercial Insurance, Fixed Annuities, Liability, Risk Management, General Insurance, IRAs, Workers Compensation, Universal Life, Casualty, Legal Liability, Umbrella Insurance, Mutual Funds, Retirement
Education
Portland State University - School of Business 1992 — 1994
Bachelor's Degree, Finance Law
Tacoma Community College 1988 — 1992
Associate's Degree, Business
Charles Schwab Manager Retirement ServicesCharles SchwabSeptember 2007 - April 2010
Oregon Public Employees Retirement System October 2004 - September 2007
Bidwell & Company 1995 - 2004
Van Kampen Investments 1994 - 1997
Skills
Team Building, Series 7, Vendor Management
Education
University of Houston 1986 — 1990
BA, Communications
Marchon Partners November 2013 - Present
Sole Financial (formerly TFG Card Solutions, Inc.) March 2012 - February 2014
Morgan Stanley Wealth Management August 2010 - September 2011
Linedata January 2010 - July 2010
Atlantic Trust August 1997 - October 2009
Donaldson, Lufkin & Jenrette November 1996 - August 1997
Bidwell & Company August 1993 - November 1996
Skills
Equities, Trading, Sales, ETFs, Series 7, Equity Trading, Money Management, New Business Development, Business Analysis, Relationship Management, Staffing Services, Human Capital Management, Human Capital, Payroll Administration, Client Relations, Client Development, Relationship Building, Vendor Relationship..., Debit Cards, Sales Management
Education
Oregon State University 1989 — 1993
Omegacube Digital Solutions January 2007 - Present
Direct Design Now 2008 - September 2009
The Millenium Team, Inc. - All Source Lending January 1999 - September 2007
All Source Enterprises, Inc January 1999 - August 2007
Crestline Funding Corporation January 2002 - March 2003
Gateway Computers, Inc September 2000 - February 2002
Mortgage One, Inc May 1997 - September 1999
Bidwell & Company November 1994 - April 1997
Mesa Corporation January 1991 - October 1994
Skills
Internet Marketing, Search Engine..., SEO, SEO copywriting, SEO Audits, Marketing, Online Advertising, Online Research, Bible teaching, Finance, Accounting, Journalism, Video Blogging, Sales, Sales Leadership..., Purchasing, Christian Ministry
Education
California Real Estate 2001 — 2002
Real Estate License, Real Estate and Lending
National University 1991 — 1994
Business, Finance
San Diego State University-California State University 1990 — 1994
Bachelors Business - Finance, Business, Journalism, Creative Writing, Finance
D.A. Davidson & Co. May 2004 - Present
Bidwell & Company February 2004 - May 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2010
CRCP, FINRA Institute at the Wharton School
Campbell University, Norman Adrian Wiggins School of Law 1992 — 1995
University of North Carolina at Wilmington 1986 — 1991
BS, Accounting/Finance
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
UTi Worldwide June 2015 - Present
Menlo Worldwide September 2011 - June 2015
Con-way August 2006 - September 2011
KPMG LLP January 2004 - August 2006
Bidwell & Company July 1998 - October 2002
Education
Portland State University - School of Business 2003 — 2003
Post Baccaulaureate Certificate, Accounting
Linfield College 1992 — 1996
Bachelor of Science, Finance
OHSU Foundation November 2014 - Present
OHSU Foundation May 2011 - November 2014
OHSU Foundation July 2009 - May 2011
CTC Consulting April 2008 - June 2009
Bates Private Capital, an LECG LLC company 2004 - February 2008
Bidwell & Company February 2002 - May 2004
Ameritrade June 1999 - February 2002
Skills
Financial Analysis, Investments, Due Diligence, Hedge Funds, Alternative Investments, Asset Allocation, Private Equity, Investment Strategies, General Ledger
Education
University of Nebraska-Lincoln
BSBA, Finance
Bidwell & Company 1989 - 2005
Skills
Wealth Management, Investments, Equities, Banking, Portfolio Management, Retirement Planning, Asset Management, Securities
Education
University of Oregon 1981 — 1986
National Park Service May 2006 - Present
Steamboat Ski & Resort Corporation November 2008 - April 2009
Bidwell & Company September 1998 - June 2002
Education
Lewis and Clark College 1993 — 1997
CTC myCFO June 2008 - Present
Bates Private Capital 2004 - 2008
Bidwell & Company 1999 - 2004
Skills
Asset Management, Financial Analysis, Financial Modeling, Leadership, Portfolio Management, Investments, Private Equity, Valuation, Hedge Funds, Microsoft Excel, Mutual Funds, Alternative Investments, Asset Allocation
Education
University of Oregon
BS, Economics
Bidwell Capital LLC July 2004 - Present
Bidwell & Company 1994 - 2004
Coopers & Lybrand January 1990 - May 1994
PricewaterhouseCoopers (formerly Coopers & Lybrand) 1990 - 1994
Skills
Financial Reporting, Accounting, Internal Controls, General Ledger, Financial Accounting, Auditing, Forecasting, GAAP, SEC filings, Risk Management, Financial Analysis
Education
Oregon State University 1982 — 1986
Business, Accounting
CHARLES SCHWAB & COMPANY 2000 - 2011
BIDWELL & COMPANY 1998 - 2000
STATE SENATOR VERNE DUNCAN 1997 - 1997
STATE SENATOR VERNE DUNCAN 1997 - 1997
Skills
International &..., Research, Expense Budgeting, Project Management, Client Relations, Photography, Event Planning &..., Spanish & French..., Public Relations, Budgets, Event Planning, Investments, Creative Problem Solver
Education
American University
Bachelor of Arts, International Relations
Portland State University
Project Management Certificate
PacifiCorp March 2005 - September 2014
Lasco Shipping, Inc. / Clipper Bulk Shipping September 2001 - April 2004
Bidwell & Company September 2000 - July 2001
Skills
Financial Analysis, Financial Reporting, Variance Analysis, Internal Controls, Sarbanes-Oxley Act, GAAP, Accounting, Financial Modeling, Forecasting, Cost Accounting, Financial Accounting, Analysis, Auditing, Fixed Assets
Education
Portland State University - School of Business 1998 — 2000
Accounting/Finance
Envision West LLC March 2007 - September 2012
Bidwell & Company September 1991 - 2004
Paine Webber September 1988 - September 1991
Black & Company February 1982 - September 1988
Skills
Investments, Customer Service, Pensions, Strategic Planning, Microsoft Office, Retirement, Equities, Wealth Management, Accounting, Real Estate, Asset Managment, Retirement Planning, Project Management, Strategic Financial..., Fixed Annuities, Public Speaking, Portfolio Management, Mutual Funds, Microsoft Excel, Asset Management, Financial Planning
Education
Walla Walla College 1979 — 1981
AS Business, Business/French/Communications
Pacific Union College 1978 — 1979
Business