Bidwell & Company

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Bidwell & Company Employees

Employee
Years
Job
Industry
Jennifer Murphy, CPA, CFE, CFF, ABV Jennifer Murphy, CPA, CFE, CFF, ABV Portland, Oregon Area Details
Jennifer Murphy, CPA, CFE, CFF, ABV's Bidwell & Company Experience September 1999 - May 2002
Job Managing Director at Morones Analytics, LLC
Industry Accounting
Experience
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

Richard Thoeny Richard Thoeny Denver, Colorado Details
Richard Thoeny's Bidwell & Company Experience April 1994 - May 2004
Job Director/STP Client Executive at Docupace Technologies
Industry Financial Services
Experience
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

Nathan M. Ayotte Nathan M. Ayotte Portland, Oregon Details
Nathan M. Ayotte's Bidwell & Company Experience 2000 - 2004
Job Executive Vice President at Ferguson Wellman Capital Management
Industry Investment Management
Experience
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

Heather R. E. Pierce Heather R. E. Pierce Austin, Texas Area Details
Heather R. E. Pierce's Bidwell & Company Experience May 2001 - March 2002
Job Litigation Attorney IV at Texas Medical Board
Industry Law Practice
Experience
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

Ken Byers Ken Byers Chassell, Michigan Details
Ken Byers's Bidwell & Company Experience April 2001 - October 2002
Job Sr. Software Engineer Hancock, Michigan
Industry Computer Software
Experience
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

Jason Lawton Jason Lawton Portland, Oregon Area Details
Jason Lawton's Bidwell & Company Experience 1997 - 2002
Job Director of Operations at Confluence Wealth Management
Industry Investment Management
Experience
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

Ken August Ken August Portland, Oregon Details
Ken August's Bidwell & Company Experience 1997 - 1998
Job Project Manager at Keywest Retaining Sys.
Industry Construction
Experience
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

Michael Lally Michael Lally East Greenwich, Rhode Island Details
Michael Lally's Bidwell & Company Experience March 1996 - July 1999
Job Financial Advisor/RIA/Reg Director Tactical Investments, Covered Call Overlay, SMAs, Hedge Funds, FIAs with 20+ years
Industry Financial Services
Experience
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

Rod Murdock Rod Murdock Portland, Oregon Area Details
Rod Murdock's Bidwell & Company Experience March 1996 - April 1999
Job Agency Manager at Carr Insurance Agency LLC
Industry Insurance
Experience
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

Kevin Jezek Kevin Jezek Phoenix, Arizona Area Details
Kevin Jezek's Bidwell & Company Experience 1995 - 2004
Job Sr. Manager Alternative Investments at Charles Schwab
Industry Financial Services
Experience
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

Hillary McNeill Hillary McNeill Needham, Massachusetts Details
Hillary McNeill's Bidwell & Company Experience August 1993 - November 1996
Job Client Development at Marchon Partners
Industry Staffing and Recruiting
Experience
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

Todd Rubick Todd Rubick Greater Los Angeles Area Details
Todd Rubick's Bidwell & Company Experience November 1994 - April 1997
Job Omega Cube Digital Solutions
Industry Internet
Experience
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

Dean Hall Dean Hall Lake Oswego, Oregon Details
Dean Hall's Bidwell & Company Experience February 2004 - May 2006
Job VP, Chief Compliance Officer at D.A. Davidson & Co.
Industry Financial Services
Experience
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

Rob Schreiber Rob Schreiber Portland, Oregon Area Details
Rob Schreiber's Bidwell & Company Experience January 1999 - January 2004
Job Account Manager at Posey Company
Industry Health, Wellness and Fitness
Experience
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

Bryce Hilderbrand Bryce Hilderbrand Portland, Oregon Area Details
Bryce Hilderbrand's Bidwell & Company Experience July 1998 - October 2002
Job Senior Business Analyst at UTi Worldwide
Industry Logistics and Supply Chain
Experience
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

Josh Gehrig Josh Gehrig Portland, Oregon Area Details
Josh Gehrig's Bidwell & Company Experience February 2002 - May 2004
Job Director of Finance at OHSU Foundation
Industry Financial Services
Experience
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

Chris Bidwell Chris Bidwell Portland, Oregon Area Details
Chris Bidwell's Bidwell & Company Experience 1989 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bidwell & Company   1989 - 2005

Skills
Wealth Management, Investments, Equities, Banking, Portfolio Management, Retirement Planning, Asset Management, Securities

Education
University of Oregon   1981 — 1986

Jay Lambert Jay Lambert Fort Collins, Colorado Area Details
Jay Lambert's Bidwell & Company Experience September 1998 - June 2002
Job Park Ranger at National Park Service
Industry Environmental Services
Experience
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

Sue Sugden Sue Sugden Portland, Oregon Area Details
Sue Sugden's Bidwell & Company Experience 1999 - 2004
Job at CTC | myCFO
Industry Financial Services
Experience
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

Nat Goforth Nat Goforth Portland, Oregon Area Details
Nat Goforth's Bidwell & Company Experience 1994 - 2004
Job Controller at Bidwell Capital LLC
Industry Financial Services
Experience
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

Suzanne Colocado Suzanne Colocado Portland, Oregon Area Details
Suzanne Colocado's Bidwell & Company Experience 1998 - 2000
Job Travel Writer
Industry Writing and Editing
Experience
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

Ronson Buen Ronson Buen Portland, Oregon Area Details
Ronson Buen's Bidwell & Company Experience September 2000 - July 2001
Job Senior Financial Analyst
Industry Utilities
Experience
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

Cynthia Mulflur Cynthia Mulflur Portland, Oregon Area Details
Cynthia Mulflur's Bidwell & Company Experience September 1991 - 2004
Job Independent Investment Management Professional
Industry Investment Management
Experience
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