Brighton Jones

Industry: Company

Description

Founded: 1999 Subsidiaries: Brighton Jones, LLC, Asset Management Arm, Jansa Consulting LLC

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Brighton Jones Employees

Employee
Years
Job
Industry
Rex Li Rex Li Seattle, Washington Details
Rex Li's Brighton Jones Experience November 2014 - Present
Job Tax Administrator at Brighton Jones
Industry Accounting
Experience
Brighton Jones   November 2014 - Present
US Department of Health and Human Services  July 2014 - October 2014
WildTangent  October 2012 - February 2014
WildTangent  August 2011 - October 2012
Sesame Communications  February 2009 - August 2011

Education
North Seattle Community College   2014 — 2015
Certificate of Accountancy

University of Washington   2004 — 2008
Bachelor of Arts

Jon Fleming Jon Fleming Greater Seattle Area Details
Jon Fleming's Brighton Jones Experience November 2012 - November 2013
Job Managing Director, President: Helping clients achieve business outcomes by completing critical projects
Industry Management Consulting
Experience
Guidacent, Inc.   December 2013 - Present
Surgence   January 2012 - December 2013
Brighton Jones   November 2012 - November 2013
Point B  September 2005 - December 2011
Point B  May 1995 - August 2005
Accenture/Andersen Consulting  1988 - 1992

Skills
Strategic Sales..., Business Development, Sales Outsourcing, VP Sales, Sales Training, Sales Coaching, New Business Development, Driving Business Growth, Driving Revenue, Sales Results, Leadership Development, Sales, Strategy, Executive Management, Channel Sales, Leadership, Consulting, Selling Skills, Management Consulting, Business Coaching, Business Strategy, CRM, Project Management, Strategic Planning, Change Management, Coaching, Start-ups, Entrepreneurship, Program Management, Marketing Strategy, Management, Business Analysis, Business Process..., Strategic Sales, Risk Management, Executive Coaching

Education
University of Colorado Boulder   1984 — 1988
BSME, Mechanical Engineering

University of Colorado at Boulder   1984 — 1988
BSME, Mechanical Engineering

Tom Krusic, CPC Tom Krusic, CPC Greater Seattle Area Details
Tom Krusic, CPC's Brighton Jones Experience March 2015 - Present
Job Lead Advisor Retirement Plan Services at Brighton Jones
Industry Financial Services
Experience
Brighton Jones   March 2015 - Present
Spectrum Pension Consultants, Inc.   September 2009 - February 2015
US Peace Corps  May 2005 - August 2007
Peace Corps  2005 - 2007
FedEx  2002 - 2003

Skills
Community Outreach, Public Speaking, Strategic Planning, Event Planning, Nonprofits, International..., Program Evaluation, Project Management, Analysis, Fundraising, Project Planning, Customer Service, Event Management, Research, Non-profits, Data Analysis, Business Planning, Employee Benefits, Grant Writing, Volunteer Management, Management, PowerPoint, Community Development, Retirement Planning, Financial Services, Investments, Financial Planning, Leadership, Financial Advisory, Program Management, Retirement, Finance, Risk Management, Policy

Education
Loyola Marymount University, College of Business Administration   1998 — 2002
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Finance

Praise Fordham Praise Fordham Seattle, Washington Details
Praise Fordham's Brighton Jones Experience 2007 - 2007
Job Senior Accountant Tax | CPA
Industry Accounting
Experience
Deloitte  July 2015 - Present
Alvarez & Marsal  September 2011 - May 2015
Alvarez & Marsal  June 2010 - September 2010
Salty's on Alki   November 2007 - June 2010
Liberty Mutual  January 2010 - March 2010
Brighton Jones   2007 - 2007
Inland Northwest AGC Apprenticeship Program   October 2005 - September 2006
Outback Steakhouse  September 2001 - September 2006

Skills
Tax Research, Microsoft Excel, Tax Returns, Accounting, US Tax, Financial Reporting, Financial Analysis, Process Improvement, Training, GAAP, Data Analysis, Leadership, Mentoring, Corporate Finance, Problem Solving, Financial Accounting, Recruiting, Business Process..., Partnerships, Tax Accounting, Internal Audit, Analysis, Management, Customer Service, Partnership Taxation, Productivity Improvement, Professional Mentoring, Service Improvement, Provision

Education
University of Washington, Michael G. Foster School of Business   2010 — 2011
Master of Professional Accounting, Taxation

University of Washington   2008 — 2010
Bachelor of Arts, Business, Accounting Option

Eastern Washington University   2003 — 2005
Public History

Cory D. Custer Cory D. Custer Seattle, Washington Details
Cory D. Custer's Brighton Jones Experience March 2015 - Present
Job Director of Learning and Development
Industry Investment Management
Experience
Brighton Jones   March 2015 - Present
Sharp End Performance   August 2012 - March 2015
D.A. Davidson & Co.   November 2010 - July 2012
D.A. Davidson & Co.   May 2006 - October 2010
SEI  February 2005 - May 2006
D.A. Davidson & Co.   February 1998 - August 2003

Skills
Leadership Development, Leadership, Coaching, Organizational..., Executive Coaching, Workshop Facilitation, Organizational..., Process Improvement, Training, Facilitation, Team Building, Organizational Culture, Organizational Learning, Communication Training, Business Process..., Talent Management, Change Management

Education
Pinchot   2013 — 2015
Master of Arts (MA), Organizational Leadership (OSR - Organizational Systems Renewal)

Simon Fraser University   2003 — 2005
Master of Business Administration (MBA), Global Asset & Wealth Management

Western State College
Bachelor of Arts (B.A.), Physics

Laura Tarbutton Laura Tarbutton Greater Seattle Area Details
Laura Tarbutton's Brighton Jones Experience December 2014 - Present
Job Client Service Coordinator
Industry Financial Services
Experience
Brighton Jones   December 2014 - Present
JPMorgan Chase  September 2010 - October 2014

Skills
Management, Personal Finance, Customer Experience, Private Banking, Banking, Banking Relationships, Credit, Cross Selling, Relationship Management, Financial Services, Retirement Planning, Deposits, Branch Banking, Retail Banking, Office Administration, Customer Service, Microsoft Excel, Social Media, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Project Coordination, Employee Training, Sales Presentations, Client Relations, Communication

Education
Eastern Washington University   2008 — 2011
Master of Business Administration (MBA), Business Administration, Management and Operations, 3.7

Eastern Washington University   2004 — 2007
Bachelor of Arts (B.A.), Fine and Studio Arts

Liberty   2000 — 2004

Megan Tahl, J.D., LL.M Megan Tahl, J.D., LL.M Greater Seattle Area Details
Megan Tahl, J.D., LL.M's Brighton Jones Experience December 2013 - Present
Job Tax Associate at Brighton Jones
Industry Law Practice
Experience
Brighton Jones   December 2013 - Present
Greater Boston Legal Services  January 2012 - May 2012
New England School of Law  September 2011 - May 2012
Northwest Justice Project  May 2011 - August 2011
Massachusetts Attorney General's Office  January 2011 - May 2011
Law Office of Tyler Fox   September 2010 - December 2010
Whatcom County Public Defender's Office   June 2008 - December 2008

Education
University of Washington School of Law   2012 — 2013
Master of Laws (LL.M.), Taxation

New England School of Law   2009 — 2012
Doctor of Law (J.D.), Law

Western Washington University   2005 — 2009
Bachelor's degree, Political Economy

Henry M. Jackson High School

Lori Lansing Lori Lansing Seattle, Washington Details
Lori Lansing's Brighton Jones Experience August 2014 - Present
Job Client Service Coordinator at Brighton Jones
Industry Financial Services
Experience
Brighton Jones   August 2014 - Present
Plus Relocation Services  June 2007 - June 2014
Regis Corporation  February 2005 - May 2007
Northland Country Club  March 2003 - January 2005

Skills
International wires, Accounts Payable, ACH, 10-key, Mas 90, Sage 100, Travelex Global Pay FX, Cambridge Mercantile FX, Microsoft Excel, Microsoft Word, Microsoft Outlook, Credit card..., Employee reimbursement, Accounting, Social Media

Education
University of Minnesota-Duluth   2000 — 2002
Bachelor of Arts (B.A.), International/Global Studies

North Dakota State University   1997 — 1999
General

Taylor McEuen Taylor McEuen Greater Seattle Area Details
Taylor McEuen's Brighton Jones Experience August 2014 - Present
Job Tax Associate at Brighton Jones
Industry Accounting
Experience
Brighton Jones   August 2014 - Present
Hawthorne & Company, CPAs   December 2010 - August 2014
James M. Laws, CPA   June 2010 - August 2010
James M. Laws, CPA   December 2009 - June 2010
REI  September 2005 - January 2008
Building Industry Association of Washington (BIAW)   May 2006 - November 2006
King County Directors Association (KCDA)   June 2003 - September 2005

Skills
Microsoft Office, Financial Reporting, Access, Accounting, Lacerte, QuickBooks, Microsoft Excel, S Corporations, Partnership Taxation, Estate & Trust Taxation, Income Tax, Nonprofits, Payroll Taxes, Accounts Payable, Tax, Tax Preparation

Education
University of Washington Tacoma   2008 — 2010
Bachelor of Arts in Business Administration

Pierce College, Puyallup   2007 — 2007
Associate of Arts (A.A.)

Brigham Young University   2004 — 2006
No Degree

Jackie Prideaux, CFP® Jackie Prideaux, CFP® Greater Seattle Area Details
Jackie Prideaux, CFP®'s Brighton Jones Experience January 2015 - Present
Job Senior Analyst at Brighton Jones, LLC
Industry Financial Services
Experience
Brighton Jones   January 2015 - Present
Brighton Jones   June 2013 - January 2015
Brighton Jones   January 2012 - May 2013
Peace Corps  August 2009 - July 2011
Northwestern Mutual  February 2008 - July 2009
Northwestern Mutual  August 2007 - February 2008
Embassy of the Republic of Cape Verde   June 2006 - August 2006

Education
Marquette University   2003 — 2007
Honors Bachelor's of Arts, Economics, International Affairs, French

Nicole Bowers Nicole Bowers Seattle, Washington Details
Nicole Bowers's Brighton Jones Experience May 2014 - Present
Job Director of Talent Management at Brighton Jones
Industry Financial Services
Experience
Brighton Jones   May 2014 - Present
UBS Financial Services, Private Wealth Management   June 2012 - May 2014
Goldman Sachs  April 2004 - September 2011
Goldman Sachs  January 2000 - April 2004
Goldman Sachs  November 1996 - January 2000
Wells Fargo  January 1995 - November 1996

Skills
Business Management, Training & Development, Compliance, Talent Acquisition, Business Process..., Human Capital Management, Operational Streamlining, Change Management, Learning Management, Financial System..., Employee Engagement, Client Relationship..., Project Coordination, Talent Development, Leadership, Training, Recruiting, Team Building

Education
University of Washington   2013 — 2014
Certificate in Human Resources Management, Human Capital Management

Golden Gate University   2000 — 2004
MA in Applied Psychology, Industrial / Organizational Psychology, 3.96

The University of Texas at Austin - The Red McCombs School of Business   1991 — 1994
BSBA, Finance

Jim Harding, CFA Jim Harding, CFA Greater Seattle Area Details
Jim Harding, CFA's Brighton Jones Experience September 2006 - March 2010
Job Wealth Advisor, Vice President at Wells Fargo Private Bank
Industry Investment Management
Experience
Community for Youth  June 2014 - Present
Wells Fargo Private Bank  February 2014 - Present
Goldman Sachs  June 2010 - February 2014
Brighton Jones   September 2006 - March 2010
Dorse Architectural   January 1997 - September 2006
Shaw Industries  January 1993 - January 1997

Skills
Investments, Risk Management, Investment Advisory, Portfolio Management, Finance, Investment Strategies, Sales, Investment Management, Entrepreneurship, Coaching, Financial Services, Asset Management, Asset Allocation, Financial Modeling, Wealth Management..., Private Equity

Education
Seattle University   2002 — 2005
Masters, Finance

Villanova University   1982 — 1986
BS, Economics

Rollie D. Garner, CPA Rollie D. Garner, CPA Seattle, Washington Details
Rollie D. Garner, CPA's Brighton Jones Experience May 2012 - Present
Job Tax Manager at Brighton Jones
Industry Accounting
Experience
Brighton Jones   May 2012 - Present
Gay City Health Project  November 2011 - October 2013
Mom Corps  January 2012 - April 2012
Self Employed Tax Professional   January 2010 - January 2012
Bader Martin, P.S.   August 2008 - November 2009
Assurant Solutions  August 2005 - July 2008
CBIZ Accounting, Tax and Advisory   November 2004 - July 2005
Windham Brannon PC CPAs   October 1999 - November 2004

Skills
Tax, Accounting, Corporate Tax, Compliance, SEC reporting, CPA

Education
University of Mississippi   1993 — 1998
Master, Accounting

Eric T. Strong, CFP® Eric T. Strong, CFP® San Francisco Bay Area Details
Eric T. Strong, CFP®'s Brighton Jones Experience October 2011 - Present
Job Lead Advisor at Brighton Jones, LLC.
Industry Financial Services
Experience
Brighton Jones   October 2011 - Present
Fidelity Investments  August 2003 - October 2011
OffRoad Capital  October 1999 - May 2001

Skills
Financial Planners, Retirement Planning, Investments

Education
Hampden-Sydney College   1992 — 1996
B.A., Economics

UC Berkeley   2002 — 2005
Professional Sequence in Personal Financial Planning

Trinity Episcopal School   1988 — 1992

Emma Landis Emma Landis Greater Seattle Area Details
Emma Landis's Brighton Jones Experience December 2014 - Present
Job Business Development at Brighton Jones
Industry Investment Management
Experience
Brighton Jones   December 2014 - Present
ZINO Society  December 2013 - December 2014
ZINO Society  March 2013 - December 2013
Nordstrom  June 2012 - March 2013

Skills
Venture Capital, Marketing, Investments, Event Planning, CRM, Social Networking, Customer Service, Entrepreneurship, New Business Development, Social Media Marketing, Online Advertising, Business Development, Social Media, Management, Salesforce.com, Start-ups, Marketing Strategy, Strategic Planning, Business Strategy, Leadership, Public Relations, Event Management, Sales

Education
Chapman University, The George L. Argyros School of Business and Economics   2010 — 2012
Bachelor of Science (BS), Business Administration emphasis: Entrepreneurship, 3.7

Stephanie Otanez Stephanie Otanez San Francisco, California Details
Stephanie Otanez's Brighton Jones Experience January 2015 - Present
Job Analyst at Brighton Jones
Industry Financial Services
Experience
Brighton Jones   January 2015 - Present
Neuberger Berman  October 2012 - August 2014
Bank of America Merrill Lynch  October 2008 - August 2012
Merrill Lynch  July 2007 - September 2008
Deutsche Bank, AG, London   March 2006 - March 2007

Education
University of California, Los Angeles   2002 — 2005
Bachelor of Arts (B.A.), Political Science (Political Theory Concentration)

Scott Leber Scott Leber Greater Seattle Area Details
Scott Leber's Brighton Jones Experience April 2015 - Present
Job Social Entrepreneur
Industry E-Learning
Experience
Brighton Jones   April 2015 - Present
iSoccer   2008 - Present
Coastal Soccer USA (acquired by Horizon Investments)   2002 - 2007
Major League Soccer  2002 - 2005
...   January 2000 - January 2000
Various Companies  November 2000 - 2000

Skills
Public Speaking, Coaching, Strategic Partnerships, Start-ups, Fundraising, New Business Development, Education, Soccer, Entrepreneurship, Strategic Planning, Sports, Sales, Product Management, Marketing Strategy, Marketing, Social Media

Education
Stanford University   1997 — 2001
Bachelor of Science, Industrial Engineering

Rebecca Medina Rebecca Medina Beaverton, Oregon Details
Rebecca Medina's Brighton Jones Experience July 2015 - Present
Job Tax Associate at Brighton Jones
Industry Accounting
Experience
Brighton Jones   July 2015 - Present
Thompson Kessler Wiest & Borquist PC  January 2015 - July 2015
CarMax  August 2014 - November 2014
VITA/TCE  January 2014 - April 2014

Skills
QuickBooks, Accounting, Financial Reporting, Tax Returns, Tax, Income Tax, Tax Preparation, Internal Controls, Bookkeeping, PowerPoint, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office

Education
Portland State University   2012 — 2014
Post Baccalaureate Certificate, Accounting, Overall GPA 3.88

Texas A&M University   1994 — 1997
Bachelor of Business Administration (BBA), Management

Rachel Whitcomb Rachel Whitcomb Seattle, Washington Details
Rachel Whitcomb's Brighton Jones Experience June 2014 - Present
Job Office Coordinator at Brighton Jones
Industry Hospitality
Experience
Brighton Jones   June 2014 - Present
InterExchange  January 2014 - March 2014
Space Needle  May 2013 - December 2013
Seattle University  March 2010 - June 2013
Abroad101  June 2012 - August 2012
Seattle University  March 2010 - June 2012
Seattle Opera  January 2012 - March 2012

Skills
Customer Service, Event Planning, Music History, Music Theory, Microsoft Office, Hospitality, Public Speaking, Prezi, Events Coordination, Music, Singing, Microsoft Excel, Microsoft Word, Art History, World History, Ear Training, Speech Writing, Volunteering, Research, Leadership

Education
Seattle University   2009 — 2013
Bachelor of Arts (B.A.), History, 3.9/4.0 GPA

Boğaziçi Üniversitesi / Bogazici University   2012 — 2012
Art History, Criticism and Conservation

Trevor Pratt Trevor Pratt Greater Seattle Area Details
Trevor Pratt's Brighton Jones Experience October 2006 - July 2007
Job Attorney at Mill Creek Law
Industry Law Practice
Experience
Mill Creek Law   December 2014 - Present
Amazon  August 2011 - December 2014
drugstore.com  January 2011 - August 2011
KPMG  August 2007 - April 2009
Brighton Jones   October 2006 - July 2007
Seattle Seahawks  December 2005 - September 2006

Education
Seattle University School of Law   2009 — 2012
Doctor of Law (J.D.)

University of Washington, Michael G. Foster School of Business   2005 — 2007
Bachelors

Emily Hook Emily Hook Greater Minneapolis-St. Paul Area Details
Emily Hook's Brighton Jones Experience January 2014 - October 2014
Job Expense Analyst at Plus Relocation Services
Industry Financial Services
Experience
Plus Relocation Services  October 2014 - Present
Brighton Jones   January 2014 - October 2014
NRC Environmental Services through Express Employment Services   September 2013 - January 2014
Plus Relocation Services  February 2012 - August 2013
Plus Relocation Services  June 2010 - January 2012
COUNTRY Financial  June 2009 - June 2010
University of Minnesota  January 2008 - May 2009

Skills
Analysis, Auditing, Payroll, Invoicing, Databases, Financial Analysis, Leadership, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Customer Service, Communication, Organization, Consulting, Accounts Receivable, Finance, Problem Solving, Outlook

Education
University of Minnesota-Twin Cities   2006 — 2010
Bachelor, Economics

Alisa Sherbow Alisa Sherbow Phoenix, Arizona Details
Alisa Sherbow's Brighton Jones Experience September 2013 - March 2014
Job Financial Analyst
Industry Government Administration
Experience
Ledgent  April 2014 - May 2014
Brighton Jones   September 2013 - March 2014
Music Maker Workshops   June 2008 - September 2013
Nesco Resource  2013 - 2013
Salt River Project  May 2012 - August 2012
SRP  May 2011 - August 2011
Starbucks Coffee Company  June 2008 - August 2008

Skills
Public Speaking, Entrepreneurship, Microsoft Excel, Leadership, Microsoft Office, Event Planning, Data Analysis, Social Media, Fundraising, Research, Customer Service, PowerPoint, Teamwork, Sales, Financial Analysis, Time Management, Marketing, Social Media Marketing, Microsoft Word, Social Networking, Management, Spanish, Analysis, Statistics, Access

Education
University of Arizona   2009 — 2013
BSBA, Finance, Summa Cum Laude with Honors

University of Arizona, Eller College of Management   2009 — 2013
Finance, Business

Matthew Camrud, CFP® Matthew Camrud, CFP® Seattle, Washington Details
Matthew Camrud, CFP®'s Brighton Jones Experience January 2014 - Present
Job Partner and Lead Advisor at Brighton Jones
Industry Financial Services
Experience
Brighton Jones   January 2014 - Present
Brighton Jones   March 2008 - December 2013
Carlson Capital Management  January 2001 - March 2008

Skills
Investments, Strategic Financial..., Estate Planning, Asset Allocation, Philanthropy, Financial Analysis, Risk Management, Wealth Management, Financial Planners, Investment Advisory, Retirement Planning, Portfolio Management, Series 7, Financial Advisory, Mutual Funds, Asset Management, High Net Worth..., Investment Strategies, Wealth, Retirement, Securities, Financial Planning

Education
Minnesota State University, Mankato   2003 — 2004
Certificate, Financial Planning

St. Olaf College   1997 — 2001
B.A. Magna Cum Laude, Economics

Val Grasparil Val Grasparil Greater Seattle Area Details
Val Grasparil's Brighton Jones Experience September 2015 - Present
Job VP of Technology at Brighton Jones
Industry Information Technology and Services
Experience
Brighton Jones   September 2015 - Present
West Monroe Partners  February 2010 - September 2015
West Monroe Partners  November 2007 - February 2010
Orbital Grid Consulting   March 2005 - November 2007
Covansys  June 1999 - March 2005

Skills
IT Strategy, Integration, CRM, Enterprise Architecture, Process Improvement, Salesforce.com, SDLC, Business Analysis, Microsoft SQL Server, Software Development, Business Intelligence, Project Management, Business Process, Banking, Vendor Management, Agile Methodologies, Financial Services, Training, Segmentation, Informatica Cloud, Customer Segmentation, Wealth Management, Apex Programming, Scrum

Education
University of Illinois at Urbana-Champaign   1994 — 1999
BS, Computer Engineering

Alex Mitterling Alex Mitterling Greater Los Angeles Area Details
Alex Mitterling's Brighton Jones Experience October 2011 - August 2014
Job MBA Candidate at UCLA Anderson
Industry Investment Management
Experience
Brighton Jones   October 2011 - August 2014
Brighton Jones   July 2010 - October 2011

Skills
Investments, Retirement Planning, Financial Analysis, Financial Modeling, Marketing, Strategy, Wealth Management, Portfolio Management

Education
UCLA Anderson School of Management   2014 — 2016
Master of Business Administration (M.B.A.)

Whitman College   2005 — 2009
B.A., Economics, 3.73 GPA, Cum Laude

Tim Amen, MS, CFP®,CEP® Tim Amen, MS, CFP®,CEP® Phoenix, Arizona Details
Tim Amen, MS, CFP®,CEP®'s Brighton Jones Experience March 2012 - Present
Job Senior Manager at Brighton Jones
Industry Investment Management
Experience
Brighton Jones   March 2012 - Present
Charles Schwab  February 2006 - March 2012
American Mortgage Specialists  June 2005 - February 2006
Standard Register  May 1999 - February 2006
Prime One Mortgage   June 2003 - December 2003

Skills
Wealth Management, Loans, Series 7, Portfolio Management, Asset Allocation, Investments, Asset Management, Financial Advisory, Retirement Planning, Financial Planning

Education
The College for Financial Planning   2008 — 2010
Master of Science, Financial Planning

University of Arizona   1991 — 1996
Bachelor of Science (B.S.), Nutrition with Minor in Chemistry

Tom Preston Tom Preston Greater Seattle Area Details
Tom Preston's Brighton Jones Experience March 2012 - Present
Job Director of Client Service at Brighton Jones
Industry Investment Management
Experience
Brighton Jones   March 2012 - Present
Brighton Jones   October 2007 - Present
Brighton Jones   October 2003 - October 2007
DMM dba Pioneer Manufacturing   May 1994 - September 2003
JP Morgan  May 1987 - April 1994

Skills
Investments, Risk Management, Tax Strategies, Philanthropy, Wealth Management

Education
Fordham University   1984 — 1987
B.A., Economics

Holy Family High School   1982 — 1983

Maria Regina Diocesan High School   1980 — 1981

Tonianne Moyes Tonianne Moyes Phoenix, Arizona Area Details
Tonianne Moyes's Brighton Jones Experience January 2011 - October 2014
Job Sales and Marketing Operations Manager at Cubex
Industry Financial Services
Experience
Cubex LLC  October 2014 - Present
Brighton Jones   January 2011 - October 2014
HomeSmart Real Estate  January 2010 - December 2010
Pearson Education  November 2008 - January 2010
SAXA Development   February 2002 - May 2005
Pierce Eislen  June 2001 - February 2002
JP Morgan Chase  September 1996 - June 2001

Skills
Customer Relations, Contract Negotiation, PowerPoint, Microsoft Office, Real Estate, Administration, Marketing Communications, Online Marketing, Event Planning, Online Advertising, Strategic Financial..., Microsoft Excel, Customer Service, Marketing, System Administration, Sales, Financial Analysis, Training, Team Building, Microsoft Word, Public Relations, Social Networking, Account Management, Management, Negotiation, Fundraising, Time Management, Small Business, Leadership, Direct Marketing, Advertising, Outlook, Budgets, Salesforce.com

Education
Arizona State University   1997 — 2001
Bachelor, Interdisciplinary Studies

Mesa High School

Natalia Anguelova, CPA Natalia Anguelova, CPA Boston, Massachusetts Details
Natalia Anguelova, CPA's Brighton Jones Experience January 2011 - April 2011
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US  October 2014 - Present
KPMG US  October 2013 - September 2014
Paradigm Tax Group  June 2013 - July 2013
H&R Block  April 2013 - April 2013
Grant Thornton LLP  February 2012 - April 2012
Brighton Jones   January 2011 - April 2011
Thomson Reuters  September 2010 - December 2010

Skills
Tax Preparation, Tax, Tax Advisory, Tax Returns, CPA, Property Tax, Accounting, Corporate Tax, Financial Analysis, Tax Accounting, ProSystem fx Tax, US GAAP, Income Tax, Tax Research, Financial Accounting, Microsoft Excel

Education
Golden Gate University   2010 — 2012
Graduate, Masters of Science in Taxation

University of Washington, Michael G. Foster School of Business   2007 — 2010
Bachelor's of Arts, Accounting & Human Resources

David Lamp, CFP® David Lamp, CFP® Greater Seattle Area Details
David Lamp, CFP®'s Brighton Jones Experience November 2011 - Present
Job Senior Manager at Brighton Jones
Industry Financial Services
Experience
Brighton Jones   November 2011 - Present
BBJS Financial Advisors, LLC   October 2007 - November 2011
First Command Financial Planning  March 2004 - June 2007

Skills
Investments, Tax Strategies, Charitable Giving..., Risk Management, Financial Planning, Wealth Management, Retirement Planning, Philanthropy, Estate Planning, Wealth Transfer, Tax Preparation, Strategy, Tax, Strategic Financial..., Wealth, Wealth Management..., Finance, Financial Advisory, Entrepreneurship, Asset Allocation, Portfolio Management, Management

Education
College for Financial Planning   2007 — 2007
Financial Planning

University of Arizona   1991 — 1995
Bachelor of Science, Business Administration

Yee Feng Yee Feng Greater Seattle Area Details
Yee Feng's Brighton Jones Experience 2006 - 2007
Job Associate Client Manager at Cornerstone Advisors, Inc. | Owner/Photographer at Feng Images
Industry Investment Management
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   August 2008 - Present
Feng Images   May 2010 - Present
TD Ameritrade  2007 - 2008
Brighton Jones   2006 - 2007
TD Ameritrade  May 2000 - June 2006

Skills
Photography, Weddings, Portraits

Education
University of California, Los Angeles   1995 — 1999
B.S., Sociology

Anna Buchiere Anna Buchiere Greater Seattle Area Details
Anna Buchiere's Brighton Jones Experience June 2008 - August 2008
Job Manager, Indirect Tax at Expedia
Industry Leisure, Travel & Tourism
Experience
Expedia  March 2015 - Present
Expedia, Inc.   March 2014 - March 2015
Expedia, Inc.   March 2012 - March 2014
TD Ameritrade  September 2009 - March 2012
University of Idaho  December 2008 - May 2009
Brighton Jones   June 2008 - August 2008

Skills
Financial Analysis, Microsoft Excel, Analysis, Investments, Accounting, Time Management

Education
University of Idaho   2005 — 2009
B.Sci, Finance, Accounting

Michael Battaglia, CFP®, CIMA® Michael Battaglia, CFP®, CIMA® Washington D.C. Metro Area Details
Michael Battaglia, CFP®, CIMA®'s Brighton Jones Experience January 2011 - Present
Job Lead Advisor at Brighton Jones
Industry Financial Services
Experience
Brighton Jones   January 2011 - Present
Pitcairn  November 2010 - January 2011
Pitcairn  November 2008 - October 2010
Pitcairn  September 2007 - November 2008
PricewaterhouseCoopers  September 2006 - September 2007
PricewaterhouseCoopers  September 2004 - September 2006
Medallion Financial Group  September 1997 - September 2004

Skills
Wealth Management, Strategic Financial..., Investments, Estate Planning, Asset Managment, Portfolio Management, Asset Allocation, Investment Advisory, Financial Analysis, Wealth Management..., Alternative Investments, High Net Worth..., Wealth, Retirement Planning, Financial Planners, Tax, Financial Modeling, Asset Management

Education
University of Maryland College Park   1990 — 1995
BA, Economics

Devin Knickerbocker Devin Knickerbocker New York, New York Details
Devin Knickerbocker's Brighton Jones Experience November 2009 - June 2010
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   September 2013 - Present
Northwestern University Law Review  February 2012 - June 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   May 2012 - July 2012
U.S. District Court for the District of Puerto Rico   2011 - 2011
Brighton Jones   November 2009 - June 2010
Brighton Jones   December 2007 - November 2009

Skills
Legal Research, Legal Writing, Analysis

Education
Northwestern University School of Law   2010 — 2013
J.D.

Dartmouth College   2001 — 2006
Bachelors, Economics

Stacy Nordahl Stacy Nordahl San Francisco Bay Area Details
Stacy Nordahl's Brighton Jones Experience 2010 - 2011
Job Experienced, goaloriented direct sales and marketing professional with industry expertise in renewable energy
Industry Commercial Real Estate
Experience
BrightGrid Renewable Energy Finance   July 2011 - January 2012
Metropolitan Lifestyle Management   2009 - 2012
Brighton Jones   2010 - 2011
The Skyline Group - Marcus & Millichap   2003 - 2009
Marcus & Millichap Capital Corporation  January 2001 - January 2003
LoopNet  January 1999 - January 2001

Skills
Finance, Marketing, Sales, Account Management, Marketing Strategy, Contract Negotiation, Real Estate, Negotiation, Relationship Management, Investments, New Business Development, Sales Management, Direct Sales, Sales Process, Renewable Energy, Financial Services, Partnerships, Brokerage

Education
The Ohio State University   1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General

Alec Nelson, CFA Alec Nelson, CFA Seattle, Washington Details
Alec Nelson, CFA's Brighton Jones Experience June 2011 - September 2012
Job Associate, Acquisitions at Unico Properties
Industry Commercial Real Estate
Experience
Unico Properties LLC  August 2014 - Present
Unico Properties LLC  September 2012 - August 2014
Brighton Jones   June 2011 - September 2012
German Clubs   November 2009 - March 2011
The Rainier Club  November 2007 - August 2010

Skills
Investments, Financial Analysis, Asset Allocation, Strategic Financial..., Retirement Planning, Microsoft Excel, Portfolio Management, Wealth Management, Asset Management, Leadership, Securities, Financial Modeling, Valuation, Due Diligence, Mutual Funds, Investment Advisory, Financial Services, Alternative Investments, Financial Advisory, Customer Service

Education
Seattle Pacific University   2006 — 2010
B.A. in Business Administration, Concentration in Finance & Economics

Charles Brighton Charles Brighton Greater Seattle Area Details
Charles Brighton's Brighton Jones Experience January 2000 - Present
Job CEO at Brighton Jones
Industry Financial Services
Experience
Brighton Jones   January 2000 - Present
Deloitte  1994 - 1999

Education
The University of New Mexico   1985 — 1989
BA, Economics

College for Financial Planning
CFP, Financial Planning

Nicolette McConnell Nicolette McConnell Greater Seattle Area Details
Nicolette McConnell's Brighton Jones Experience June 2007 - August 2007
Job Senior Hedge Fund Accountant at Silver Creek Capital Management
Industry Financial Services
Experience
Silver Creek Capital Management  October 2009 - Present
Washington Mutual  March 2008 - March 2009
Brighton Jones   June 2007 - August 2007

Skills
Forecasting, Financial Modeling, Portfolio Management, Project Planning, Cross-functional Team..., Auditing, Asset Management, Financial Reporting, Investments, Management, Analysis, Financial Analysis, Project Management, Asset Allocation, Alternative Investments, Accounting, Internal Controls, Due Diligence, Financial Risk, Equities, Variance Analysis, Risk Management, Leadership, Pricing, Valuation, Hedge Funds, Corporate Finance, Finance

Education
University of Idaho   2005 — 2007
B.S., Finance (summa cum laude)

Rachel King Rachel King Seattle, Washington Details
Rachel King's Brighton Jones Experience September 2013 - January 2015
Job Salesforce.com Solutions Architect
Industry Management Consulting
Experience
Astadia  January 2015 - Present
Brighton Jones   September 2013 - January 2015
Groundwire Consulting   November 2012 - September 2013
Callison  March 2012 - December 2012
Smartsheet.com  August 2011 - February 2012
CU*Answers  February 2008 - August 2011
Capital Community Credit Union   August 2007 - June 2008
National City Bank (Now PNC)   December 2004 - April 2006

Skills
Public Relations, Event Planning, Writing, Administration, RFP, RFP preparation, Software demonstrations, Campaign Development, Brochure Writing, Web Content Management, Partner Relationship..., Press Release..., Microsoft Office, Excel, Wordpress, Proposal Coordination, Proposal Preparation, Salesforce.com..., Visualforce Pages, Workflow, Direct Mail Campaigns, Email Marketing, Salesforce Training, Salesforce.com..., Microsoft Excel, Certified..., Senior Living Design, Software, Management, Campaigns, Partner Management, Sales, System Administration, Social Media, Salesforce.com, Proposal Writing, Leadership, Consulting, Sales Operations, Sales Process, New Business Development, CRM, Project Management, Process Improvement, SaaS, Press Releases, Editing, Cloud Computing, Team Building, Forecasting

Education
University of Phoenix   2007 — 2008
MBA, Business

Grand Valley State University   2003 — 2005
BBA, Finance

Grand Rapids Community College   2000 — 2002

Michael Welk Michael Welk Greater Seattle Area Details
Michael Welk's Brighton Jones Experience April 2015 - Present
Job Lead Advisor at Brighton Jones
Industry Investment Management
Experience
Brighton Jones   April 2015 - Present
Strategic Capital Group  March 2003 - March 2015
Laird Norton Trust Company   March 2000 - March 2003
Key Asset Management  November 1998 - March 2000
Frank Russell Company  September 1996 - November 1998
Key Asset Management  April 1991 - September 1996

Skills
Investments, Equities, Portfolio Management, Asset Managment, Asset Allocation, Wealth Management, Relationship Mgmt, Investment Strategies, Asset Management, Alternative Investments, Retirement Planning, Business Development, Series 7, Investment Advisory, Financial Modeling, Relationship Management

Education
Pacific Lutheran University   1986 — 1990
BA, Business Administration

Christina Sylvester Christina Sylvester Greater Seattle Area Details
Christina Sylvester's Brighton Jones Experience January 2012 - Present
Job Director of Marketing
Industry Investment Management
Experience
Brighton Jones   January 2012 - Present
Townsend Security  June 2010 - January 2012
Solutions Marketing   August 2008 - December 2011
Many Rivers Management   September 2008 - June 2010
Propel Biofuels   September 2007 - October 2008
PowerTech  September 2000 - October 2007
Burlington Northern America   1992 - 1994

Education
University of Washington   1990 — 1992
B.A., Liberal Studies

Washington State University   1989 — 1990

Eastern Washington University   1987 — 1989

Sara Pendleton Sara Pendleton San Francisco Bay Area Details
Sara Pendleton's Brighton Jones Experience November 2013 - Present
Job Client Services at Brighton Jones
Industry Financial Services
Experience
Brighton Jones   November 2013 - Present
Consumer Credit Counseling Service of San Francisco  May 2009 - October 2013
UBS  January 2008 - July 2008

Skills
Public Speaking, Financial Education, PowerPoint, Credit, Budgets, Account Management, Teaching, Fundraising, Finance, Microsoft Excel, Marketing, Entrepreneurship, Financial Services, Microsoft Office, Social Media, Social Networking

Education
University of Colorado Boulder   2003 — 2008

Natalie Lomax Natalie Lomax Seattle, Washington Details
Natalie Lomax's Brighton Jones Experience July 2010 - April 2012
Job MultiChannel Assistant Buyer at Nordstrom
Industry Information Technology and Services
Experience
Nordstrom  August 2015 - Present
Nordstrom  November 2013 - July 2015
Nordstrom  December 2012 - October 2013
Nordstrom  September 2012 - November 2012
Nordstrom  April 2012 - September 2012
Brighton Jones   July 2010 - April 2012

Education
University of Washington, Michael G. Foster School of Business   2006 — 2010
Bachelors of Arts in Business Administration, Finance & Marketing

Manchester University   2008 — 2009
Business Finance & Marketing

Kristie A. Garrett, MBA, CFP™ CRPC™ Kristie A. Garrett, MBA, CFP™ CRPC™ Greater Seattle Area Details
Kristie A. Garrett, MBA, CFP™ CRPC™'s Brighton Jones Experience September 2015 - Present
Job Business Development Manager at Brighton Jones
Industry Financial Services
Experience
Brighton Jones   September 2015 - Present
Archon Capital Management, LLC   February 2009 - May 2015
Ameriprise Financial  March 2002 - November 2008
American Express Financial Advisors  2000 - 2002
American Express Financial Advisors  1995 - 2000
IDS Financial Services/AEFA   1985 - 1995

Skills
Strategy, Strategic Financial..., Leadership, Financial Advisory, Marketing, Marketing Strategy, Retirement Planning, Recruiting, Coaching, Estate Planning, Series 7

Education
Seattle University   1993 — 1998
MBA

College for Financial Planning   1990 — 1993
CFP(TM), CRPC(TM)

Seattle Pacific University - School of Business and Economics   1986 — 1990
BA, Finance, Economics, Management, Magna Cum Laude

Elizabeth Taylor, CFP®, ADPA Elizabeth Taylor, CFP®, ADPA San Francisco Bay Area Details
Elizabeth Taylor, CFP®, ADPA's Brighton Jones Experience May 2011 - October 2014
Job Senior Analyst, Brighton Jones
Industry Financial Services
Experience
Asti Financial Management, LLC   November 2014 - Present
Brighton Jones   May 2011 - October 2014
Financial Planning Association Pro Bono Committee   February 2011 - December 2012
Hilltop Advisors  August 2009 - April 2011

Skills
Strategic Financial..., Wealth Management, Investments, Asset Managment, Portfolio Management

Education
College for Financial Planning   2012 — 2012
Accredited Domestic Partnership Advisor, Domestic partner financial planning

San Francisco State University Extended Learning   2011 — 2011
Executive Certificate in Financial Planning

San Francisco State University, College of Business   2008 — 2010
Bachelor of Science, Finance

Tyler Mayfield Tyler Mayfield Greater Seattle Area Details
Tyler Mayfield's Brighton Jones Experience 2012 - Present
Job COO, Brighton Jones
Industry Investment Management
Experience
Brighton Jones   2012 - Present
Benchmark Industial Services (Westward Partners portfolio company)   2010 - 2012
Coast Crane (NCA Partners portfolio company)   2008 - 2010
Axis Crane (Meridian Capital portfolio company)   2002 - 2008
Meridian Capital  2001 - 2002

Education
Harvard Business School   1999 — 2001
MBA, General Management

Stanford University   1990 — 1994
BS, Industrial Engineering

Sarah Schwan Sarah Schwan Greater Seattle Area Details
Sarah Schwan's Brighton Jones Experience March 2013 - Present
Job Senior Analyst
Industry Financial Services
Experience
Brighton Jones   March 2013 - Present
Brighton Jones   January 2012 - February 2013
Brighton Jones   January 2010 - December 2011
Trinity Health - St. Joseph Mercy Health System   October 2003 - October 2009
Concordia University  August 2000 - August 2003

Skills
Investments, Entrepreneurship

Education
College for Financial Planning   2013 — 2016

Concordia University-Ann Arbor   1999 — 2003
BA

Lutheran High North

Trinity

Ross Gardner Ross Gardner Mukilteo, Washington Details
Ross Gardner's Brighton Jones Experience December 2013 - April 2014
Job Attorney
Industry Law Practice
Experience
The Law Office of Ross Gardner, Esq.   August 2013 - Present
TG Law Group, PLLC   October 2013 - Present
Brighton Jones   December 2013 - April 2014
Independent  March 2013 - August 2013
Anderson Hunter Law Firm   September 2012 - February 2013
Anderson Hunter Law Firm   June 2011 - July 2011
Washington Federal  October 2008 - August 2009

Skills
Intellectual Property, Legal Research, Mergers & Acquisitions, Legal Writing, Business Development, Entrepreneurship, Start-ups, Estate Planning, Contract Review, Legal Assistance, Research, Business Planning, Appeals, Contract Drafting, Negotiation, Asset Management, Probate, Wills, Trusts, Compliance, Business Formation

Education
University of San Diego School of Law   2009 — 2012
Juris Doctorate, Business Concentration

Gonzaga University   2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting, Entrepreneurial Leadership, Philosophy

King's High School   2002 — 2004

Heather Hutson Heather Hutson Greater Seattle Area Details
Heather Hutson's Brighton Jones Experience July 2006 - November 2009
Job Certified Financial Planner, CFP® at Paracle Advisors
Industry Investment Management
Experience
Paracle Advisors   January 2014 - Present
Paracle Advisors   November 2009 - December 2013
Brighton Jones   July 2006 - November 2009
Ragen MacKenzie  January 2005 - May 2006

Skills
Investments, Risk Management, Wealth Management, Asset Managment, Tax, Financial Advisory, Strategic Financial..., Retirement Planning, Asset Allocation, Portfolio Management, Estate Planning

Education
Seattle University   2002 — 2006
BABA, Finance

Brooke Sillers Brooke Sillers Greater Seattle Area Details
Brooke Sillers's Brighton Jones Experience 2001 - 2003
Job Owner, Speedy Reedy Multisport
Industry Sporting Goods
Experience
Speedy Reedy Multisport   July 2000 - Present
Brighton Jones   2001 - 2003

Education
Seattle Pacific University - School of Business and Economics   1999 — 2001
BA, Accounting

Grant Lyon Grant Lyon Scottsdale, Arizona Details
Grant Lyon's Brighton Jones Experience January 2015 - Present
Job Business Development Associate at Brighton Jones
Industry Financial Services
Experience
Brighton Jones   January 2015 - Present
Insight Global  February 2014 - December 2014
Insight Global  May 2013 - February 2014
Alpha Tau Omega National Headquarters   June 2010 - May 2013

Skills
Leadership, Recruiting, Public Speaking, Team Building, Leadership Development, Microsoft Office, Marketing, Social Media, Social Networking, Event Planning, Communication Skills, Creative Problem Solving, Microsoft Word, Customer Service, Management, Salesforce.com..., Sales

Education
Grand Valley State University   2006 — 2011
Bachelor of Business Administration, Human Resources/Corporate Finance

Emily High Daniels Emily High Daniels Washington D.C. Metro Area Details
Emily High Daniels's Brighton Jones Experience 2003 - 2008
Job
Industry Financial Services
Experience
Capital One Wealth and Asset Management   2015 - Present
Wells Fargo Private Bank  2015 - 2015
Wells Fargo Private Bank  2012 - 2015
Keel Point Advisors  2008 - 2012
Brighton Jones   2003 - 2008
King and Spalding  2000 - 2003

Education
Columbia Law School
JD

Hampton University
BA, English Arts

Jason Shull, CFP® Jason Shull, CFP® Greater Seattle Area Details
Jason Shull, CFP®'s Brighton Jones Experience October 2012 - Present
Job Senior Manager at Brighton Jones
Industry Financial Services
Experience
Brighton Jones   October 2012 - Present
Pro Bono  2010 - September 2012
Laird Norton Tyee  2004 - February 2010
Safeco Life and Investments   1999 - 2004
Safeco Life and Investments   1996 - 1999

Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Estate Planning, 401k, Long-term Care, Mutual Funds, Due Diligence, Financial Advisory, Securities, Asset Allocation, Retirement, High Net Worth..., Financial Services, Series 7, Investment Advisory, Asset Management, Investment Strategies

Education
University of Montana   1991 — 1996
Bachelor, Business

MICHELLE YONG MICHELLE YONG Seattle, Washington Details
MICHELLE YONG's Brighton Jones Experience August 2007 - October 2008
Job CPA SEC Reporting/SEC Filing, Accounting, Financial Analysis
Industry Accounting
Experience
Seeking Next Opportunity  September 2015 - Present
RDG Filings, Inc.   April 2011 - May 2015
Brighton Jones   August 2007 - October 2008
Ramsey & Associates   December 2006 - July 2007
RBC Wealth Management  August 2004 - December 2006
Nova Financial Services, Inc.   May 2001 - August 2004

Skills
Strategic Financial..., XBRL, Financial Reporting, Estate Planning, SEC Financial Reporting, Analysis, Risk Management, Portfolio Management, Accounting, Tax Preparation, Financial Statements, Microsoft Office, SEC Filings, Tax Planning

Education
University of Kansas
Bachelor of Science (B.S.), Journalism

Phil Almonte Phil Almonte Greater Seattle Area Details
Phil Almonte's Brighton Jones Experience April 2012 - Present
Job Senior IT Administrator at Brighton Jones
Industry Information Technology and Services
Experience
Brighton Jones   April 2012 - Present
Liberty Property Trust  October 2001 - November 2011
King County Environmental Laboratory   June 1988 - June 1996

Skills
Network Administration, Blackberry Enterprise..., Computer Hardware, Hardware Support, Windows support, Virtualization, VMware ESX, Computer Hardware..., Software Installation, Software Implementation, A+ Certified, Windows 7, Windows Server 2003, Computer Maintenance, Active Directory, Desktop Support, Windows, Troubleshooting, VMware, Operating Systems, Microsoft Office, Customer Service, Problem Solving, XP, Documentation, Hardware, System Administration, Deployment, Outlook, Windows Server, Printers, Blackberry, Laser Printers, Laptops, Excel, Windows Server 2008, Servers, Microsoft Excel, Desktop Computers

Education
Pacific Lutheran University   1980 — 1984
BS, Chemistry

Matt Mormino, CFP® Matt Mormino, CFP® Greater Seattle Area Details
Matt Mormino, CFP®'s Brighton Jones Experience December 2011 - Present
Job Lead Advisor at Brighton Jones
Industry Investment Management
Experience
Brighton Jones   December 2011 - Present
Highlight Hunter   June 2011 - December 2013
Brighton Jones   March 2008 - December 2011
Jewish Federation of Greater Seattle  2005 - 2008

Skills
Philanthropy, Risk Management, Tax, Fundraising, Asset Allocation, Wealth Management, Estate Planning, Strategic Financial..., Public Speaking, Retirement Planning, Event Planning, Financial Advisory, Managing Database, Entrepreneurship, Research, Asset Management

Education
University of Pennsylvania   2000 — 2004
BA

MIHS

Bret Undem Bret Undem Greater Seattle Area Details
Bret Undem's Brighton Jones Experience 2013 - 2013
Job .
Industry Investment Management
Experience
Brighton Jones   2013 - 2013
Altegris Investments  2007 - 2012
Acacia Research  2000 - 2006
Canterbury Consulting  1998 - 2000
Wurts & Associates  1993 - 1998

Skills
Series 7, Investment Management, Fixed Income, Series 3, 7, 63, 65, Equities, Asset Allocation, CRM, Investment Strategies, Hedge Funds, Alternative Investments, Mutual Funds, Investor Relations, Investment Advisory, Private Equity

Education
University of Arizona, Eller College of Management   1988 — 1992
Bachelor of Science in Business Administration, Finance

Matthew Stariha Matthew Stariha Seattle, Washington Details
Matthew Stariha's Brighton Jones Experience June 2011 - December 2011
Job Senior Associate, Valuation Services at Duff & Phelps
Industry Venture Capital & Private Equity
Experience
Duff & Phelps  January 2015 - Present
Duff & Phelps  March 2013 - January 2015
Duff & Phelps  January 2012 - February 2013
Brighton Jones   June 2011 - December 2011

Skills
Financial Modeling, Valuation, Argus Modeling, Commercial Real Estate, DCF Valuation, Microsoft Excel, Asset Allocation, Investments, Market Research, Analysis, Due Diligence

Education
University of Arizona   2007 — 2011
Bachelor of Science in Business Administration, Cum Laude and Honors, Finance

Eller College of Management
Bachelor of Science, Business Administration; Finance

Michael Voelker Michael Voelker Yakima, Washington Area Details
Michael Voelker's Brighton Jones Experience July 2011 - December 2011
Job Police IT Specialist at Yakama Nation Tribal Police
Industry Information Technology and Services
Experience
Yakama Nation Tribal Police   August 2014 - Present
Suncadia Resort  May 2012 - August 2014
Brighton Jones   July 2011 - December 2011

Skills
Crystal Reports, Microsoft Office

Education
Central Washington University   2009 — 2012

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