Brighton Jones
Industry: Company
DescriptionFounded: 1999 Subsidiaries: Brighton Jones, LLC, Asset Management Arm, Jansa Consulting LLC
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Brighton Jones Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
Speedy Reedy Multisport July 2000 - Present
Brighton Jones 2001 - 2003
Education
Seattle Pacific University - School of Business and Economics 1999 — 2001
BA, Accounting
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
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
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
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
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
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
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
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
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