Cascade Financial Management, Inc.
Industry: Company
DescriptionFounded: 1993 Subsidiary: Cascade Financial Management, Inc., Asset Management Arm
Cascade Financial Management, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cascade Financial Management, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Cascade Financial Management, Inc. Salaries. You can even request information on how much does Cascade Financial Management, Inc. pay if you want to. Learn about salaries, pros and cons of working for Cascade Financial Management, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
18 Cascade Financial Management, Inc. employees in database. Find out everything there's to know about Cascade Financial Management, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Cascade Financial Management, Inc. Employees
Employee
Years
Job
Industry
Jake Fruehauf Jake Fruehauf's Cascade Financial Management, Inc. Experience November 2011 - May 2012
Job Field Sales Account Executive at FedEx Services
Industry Logistics and Supply Chain
Experience
FedEx Services December 2013 - Present
Darden Restaurants/ CPK/ Outback Steakhouse July 2007 - October 2013
Cascade Financial Management, Inc. November 2011 - May 2012
Waddell & Reed June 2011 - August 2011
Education
Johnson and Wales University 2009 — 2013
Business Management, Finance & Leadership, 3.31
FedEx Services December 2013 - Present
Darden Restaurants/ CPK/ Outback Steakhouse July 2007 - October 2013
Cascade Financial Management, Inc. November 2011 - May 2012
Waddell & Reed June 2011 - August 2011
Education
Johnson and Wales University 2009 — 2013
Business Management, Finance & Leadership, 3.31
Clifford Sosamon's Cascade Financial Management, Inc. Experience April 2014 - October 2014
Job Leadership | Veteran Advocate | Entrepreneur | Public Speaker | Nonprofit Management | Marine Corps Veteran
Industry Nonprofit Organization Management
Experience
North Texas Military Association January 2012 - Present
Honor Courage Commitment, Inc. October 2014 - Present
Cascade Financial Management, Inc. April 2014 - October 2014
PRISMA Staffing February 2011 - June 2014
SCOTT’S HELPING HANDS December 2009 - March 2014
Mosaic February 2007 - March 2011
USC CONSULTING GROUP, LLC. September 2006 - February 2007
Perot Systems Government Services July 2002 - September 2004
NORTEL NETWORKS, INC. September 2000 - April 2001
Perot Systems Government Services November 1998 - September 2000
Skills
Leadership, Project Planning, Project Management, Team Building, New Business Development, Sales, Public Relations, Team Leadership, Time Management, Strategic Planning, Public Speaking, Training, Strategy, Marketing Strategy, Operations Management, Program Management, Business Strategy, Security, Networking, Non-profits, Leadership Development, Military, Nonprofits, Entrepreneurship, Process Improvement, Social Networking, Consulting, Access, Recruiting, Human Resources, Account Management, Marketing, Business Process..., Political Campaigns, Politics, Veterans Affairs, Non-profit Leadership, Community Outreach, CRM, Organizational..., Executive Management, Sales Process..., RFP Generation, Manage Client..., Strengthening Client..., Regulatory Affairs, Political Science, Planning
Education
Southern Methodist University 2004 — 2006
BA, Political Science, Public Policy
Collin County Community College 2004 — 2006
AA, General Studies
Honor Courage Commitment, Inc 2015 — 2015
Entrepreneurship Fellowship, Entrepreneurial and Small Business Operations
North Texas Military Association January 2012 - Present
Honor Courage Commitment, Inc. October 2014 - Present
Cascade Financial Management, Inc. April 2014 - October 2014
PRISMA Staffing February 2011 - June 2014
SCOTT’S HELPING HANDS December 2009 - March 2014
Mosaic February 2007 - March 2011
USC CONSULTING GROUP, LLC. September 2006 - February 2007
Perot Systems Government Services July 2002 - September 2004
NORTEL NETWORKS, INC. September 2000 - April 2001
Perot Systems Government Services November 1998 - September 2000
Skills
Leadership, Project Planning, Project Management, Team Building, New Business Development, Sales, Public Relations, Team Leadership, Time Management, Strategic Planning, Public Speaking, Training, Strategy, Marketing Strategy, Operations Management, Program Management, Business Strategy, Security, Networking, Non-profits, Leadership Development, Military, Nonprofits, Entrepreneurship, Process Improvement, Social Networking, Consulting, Access, Recruiting, Human Resources, Account Management, Marketing, Business Process..., Political Campaigns, Politics, Veterans Affairs, Non-profit Leadership, Community Outreach, CRM, Organizational..., Executive Management, Sales Process..., RFP Generation, Manage Client..., Strengthening Client..., Regulatory Affairs, Political Science, Planning
Education
Southern Methodist University 2004 — 2006
BA, Political Science, Public Policy
Collin County Community College 2004 — 2006
AA, General Studies
Honor Courage Commitment, Inc 2015 — 2015
Entrepreneurship Fellowship, Entrepreneurial and Small Business Operations
Stephanie Bruno, AIF®, CFP®, CPWA® Stephanie Bruno, AIF®, CFP®, CPWA®'s Cascade Financial Management, Inc. Experience December 2008 - April 2012
Job Certified Private Wealth Advisor at SBWA, LLC
Industry Financial Services
Experience
SBWA, LLC April 2012 - Present
Cascade Financial Management, Inc. December 2008 - April 2012
Kennedy and Coe, LLC February 2005 - November 2008
Nationwide Financial December 1992 - February 2005
Nationwide Financial 1992 - 2004
Skills
purposeful planning, smart investing, financial literacy..., Investments, Wealth Management, Financial Planning, Investment Advisory, Risk, Estate Planning, Retirement, Retirement Planning, Strategic Financial..., Asset Management, Financial Advisory, Mutual Funds, Finance, Wealth, Financial Risk, Financial Services, Management, Financial Education, Portfolio Management, Alternative Investments, Strategic Thinking, Securities
Education
The Ohio State University 1999 — 2003
Bachelor of Arts, English
University of New Orleans 1985 — 1989
Bachelor of Science, Finance
SBWA, LLC April 2012 - Present
Cascade Financial Management, Inc. December 2008 - April 2012
Kennedy and Coe, LLC February 2005 - November 2008
Nationwide Financial December 1992 - February 2005
Nationwide Financial 1992 - 2004
Skills
purposeful planning, smart investing, financial literacy..., Investments, Wealth Management, Financial Planning, Investment Advisory, Risk, Estate Planning, Retirement, Retirement Planning, Strategic Financial..., Asset Management, Financial Advisory, Mutual Funds, Finance, Wealth, Financial Risk, Financial Services, Management, Financial Education, Portfolio Management, Alternative Investments, Strategic Thinking, Securities
Education
The Ohio State University 1999 — 2003
Bachelor of Arts, English
University of New Orleans 1985 — 1989
Bachelor of Science, Finance
Carolyn Ripple's Cascade Financial Management, Inc. Experience May 2015 - June 2015
Job Administrative Assistant
Industry Financial Services
Experience
Cascade Financial Management, Inc. May 2015 - June 2015
Cigna March 2015 - April 2015
Accuvant November 2014 - April 2015
CUSO Financial Services, LP October 2013 - September 2014
Leprino February 2013 - October 2013
Naropa University 2010 - 2012
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Teaching, Administrative..., Software Documentation, Microsoft Office, Spreadsheets, Conflict Resolution, Project Management, Proofreading, Event Planning, Editing, Filing, Nonprofits, Sales, Customer Service, Adult Education, Telephone Skills, Grant Writing, Higher Education, Consensus Building, Community Outreach, Cpr Certified, Teamwork, Public Speaking, Social Media, Executive Calendar..., Written & Verbal..., Customer-focused Service, Confidentiality, Travel Planning, Tracking Budget Expenses, Project Coordination, Facilitators
Education
Naropa University 2010 — 2012
Bachelor of Arts (BA), Writing and Literature
Cascade Financial Management, Inc. May 2015 - June 2015
Cigna March 2015 - April 2015
Accuvant November 2014 - April 2015
CUSO Financial Services, LP October 2013 - September 2014
Leprino February 2013 - October 2013
Naropa University 2010 - 2012
Skills
Research, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Teaching, Administrative..., Software Documentation, Microsoft Office, Spreadsheets, Conflict Resolution, Project Management, Proofreading, Event Planning, Editing, Filing, Nonprofits, Sales, Customer Service, Adult Education, Telephone Skills, Grant Writing, Higher Education, Consensus Building, Community Outreach, Cpr Certified, Teamwork, Public Speaking, Social Media, Executive Calendar..., Written & Verbal..., Customer-focused Service, Confidentiality, Travel Planning, Tracking Budget Expenses, Project Coordination, Facilitators
Education
Naropa University 2010 — 2012
Bachelor of Arts (BA), Writing and Literature
Cynthia Heil Cynthia Heil's Cascade Financial Management, Inc. Experience March 2006 - Present
Job Certified Financial Planner™ Cascade Financial Management, Inc.
Industry Financial Services
Experience
Cascade Financial Management, Inc. March 2006 - Present
Client 1st Advisors March 1998 - March 2006
Provise Management Group May 1996 - March 1998
J.B. Hanauer February 1993 - May 1996
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Estate Planning, Retirement, Investments, Insurance, Financial Advisory, Asset Management, Asset Allocation, Investment Strategies, Finance, Financial Services, Wealth Management..., Securities, Mutual Funds, Financial Planners, Series 7
Education
University of South Florida 1990 — 1994
Bachelor of Science, Finance
Cascade Financial Management, Inc. March 2006 - Present
Client 1st Advisors March 1998 - March 2006
Provise Management Group May 1996 - March 1998
J.B. Hanauer February 1993 - May 1996
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Estate Planning, Retirement, Investments, Insurance, Financial Advisory, Asset Management, Asset Allocation, Investment Strategies, Finance, Financial Services, Wealth Management..., Securities, Mutual Funds, Financial Planners, Series 7
Education
University of South Florida 1990 — 1994
Bachelor of Science, Finance
Tim Kenkel Tim Kenkel's Cascade Financial Management, Inc. Experience March 2013 - Present
Job Chief Compliance Officer at Cascade Financial Management, Inc.
Industry Financial Services
Experience
Cascade Financial Management, Inc. March 2013 - Present
Cascade Financial Management, Inc. February 2012 - March 2013
Wells Fargo Advisors April 2011 - February 2012
CapWest Securities October 2007 - April 2011
Wachovia Securities, LLC April 2004 - October 2007
Wachovia Securities March 2003 - April 2004
PNC Investments July 2001 - August 2002
PNC Brokerage August 1998 - July 2001
PNC Bank February 1996 - August 1998
First Investors Corp September 1994 - September 1995
Skills
Investments, Mutual Funds, Financial Services, Portfolio Management, Insurance, Management, Banking, Training, Leadership, Finance, Auditing, Equities, FINRA
Education
University of Pittsburgh 1989 — 1994
BA, Economics
University of Pittsburgh
BA, Economics
Mt Lebanon Senior High School
Cascade Financial Management, Inc. March 2013 - Present
Cascade Financial Management, Inc. February 2012 - March 2013
Wells Fargo Advisors April 2011 - February 2012
CapWest Securities October 2007 - April 2011
Wachovia Securities, LLC April 2004 - October 2007
Wachovia Securities March 2003 - April 2004
PNC Investments July 2001 - August 2002
PNC Brokerage August 1998 - July 2001
PNC Bank February 1996 - August 1998
First Investors Corp September 1994 - September 1995
Skills
Investments, Mutual Funds, Financial Services, Portfolio Management, Insurance, Management, Banking, Training, Leadership, Finance, Auditing, Equities, FINRA
Education
University of Pittsburgh 1989 — 1994
BA, Economics
University of Pittsburgh
BA, Economics
Mt Lebanon Senior High School
Samantha Quayle's Cascade Financial Management, Inc. Experience 2012 - 2012
Job Dental School Representative at Patterson Dental
Industry Marketing and Advertising
Experience
Patterson Dental June 2015 - Present
Patterson Dental November 2014 - Present
The Leukemia & Lymphoma Society January 2012 - July 2012
Cascade Financial Management, Inc. 2012 - 2012
Skills
Marketing, PowerPoint, Microsoft Excel, Social Networking, Social Media, Facebook, Social Media Marketing, Public Speaking, Leadership, Microsoft Word, Customer Service, Sales, Event Management, Time Management, Event Planning
Education
Belmont University 2013 — 2014
University of Denver - Daniels College of Business 2009 — 2013
Major in Marketing with a Minor in Business Law
University of Denver
BA, Marketing
Patterson Dental June 2015 - Present
Patterson Dental November 2014 - Present
The Leukemia & Lymphoma Society January 2012 - July 2012
Cascade Financial Management, Inc. 2012 - 2012
Skills
Marketing, PowerPoint, Microsoft Excel, Social Networking, Social Media, Facebook, Social Media Marketing, Public Speaking, Leadership, Microsoft Word, Customer Service, Sales, Event Management, Time Management, Event Planning
Education
Belmont University 2013 — 2014
University of Denver - Daniels College of Business 2009 — 2013
Major in Marketing with a Minor in Business Law
University of Denver
BA, Marketing
Cassandrea Steiner Cassandrea Steiner's Cascade Financial Management, Inc. Experience April 2015 - Present
Job Office Coordinator
Industry Financial Services
Experience
Cascade Financial Management, Inc. April 2015 - Present
JW Marriott May 2014 - Present
White Crown Federal Credit Union 2013 - 2014
Whole Foods Market - Highlands Ranch 2013 - 2013
Whole Foods Market - Franklin 2012 - 2013
Navy Federal Credit Union 2009 - 2012
BBVA Compass 2008 - 2009
Albertsons 2006 - 2008
Education
University of West Florida 2009 — 2011
B.A., Psychology: Human Development Focus
Pensacola Junior College 2006 — 2008
Associates, General, Focus in Art
Cascade Financial Management, Inc. April 2015 - Present
JW Marriott May 2014 - Present
White Crown Federal Credit Union 2013 - 2014
Whole Foods Market - Highlands Ranch 2013 - 2013
Whole Foods Market - Franklin 2012 - 2013
Navy Federal Credit Union 2009 - 2012
BBVA Compass 2008 - 2009
Albertsons 2006 - 2008
Education
University of West Florida 2009 — 2011
B.A., Psychology: Human Development Focus
Pensacola Junior College 2006 — 2008
Associates, General, Focus in Art
Regan Walton Regan Walton's Cascade Financial Management, Inc. Experience June 2015 - Present
Job Ambitious Graduate * Aspiring Advisor
Industry Financial Services
Experience
Cascade Financial Management, Inc. June 2015 - Present
University of Colorado at Boulder August 2011 - May 2015
Skills
Economics, Statistics, Econometrics, Quantitative Analytics, Data Analysis, Microeconomics, Economic Research, Research, Statistical Modeling, Leadership, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Arts (B.A.), Economics
CAPA London 2014 — 2014
International Economics, 3.5
Steamboat Springs High School 2007 — 2011
Diploma
Cascade Financial Management, Inc. June 2015 - Present
University of Colorado at Boulder August 2011 - May 2015
Skills
Economics, Statistics, Econometrics, Quantitative Analytics, Data Analysis, Microeconomics, Economic Research, Research, Statistical Modeling, Leadership, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Arts (B.A.), Economics
CAPA London 2014 — 2014
International Economics, 3.5
Steamboat Springs High School 2007 — 2011
Diploma
Kelli Douglas Hernandez's Cascade Financial Management, Inc. Experience January 2008 - May 2014
Job Associate Broker at Deerwoods Real Estate Management LLC
Industry Real Estate
Experience
Deerwoods Real Estate Management LLC November 2014 - Present
Cascade Financial Management, Inc. January 2008 - May 2014
Envestnet Asset Management June 2005 - January 2008
Charles Schwab March 2000 - May 2005
Skills
Commercial Real Estate, Finance, Investments, Customer Service, Leadership, Management, Project Management, Property Management, Strategic Planning, Real Estate, Financial Services, Microsoft Office, Social Media
Education
University of Alabama
Deerwoods Real Estate Management LLC November 2014 - Present
Cascade Financial Management, Inc. January 2008 - May 2014
Envestnet Asset Management June 2005 - January 2008
Charles Schwab March 2000 - May 2005
Skills
Commercial Real Estate, Finance, Investments, Customer Service, Leadership, Management, Project Management, Property Management, Strategic Planning, Real Estate, Financial Services, Microsoft Office, Social Media
Education
University of Alabama
Patrick McClung Patrick McClung's Cascade Financial Management, Inc. Experience June 2012 - January 2013
Job Social Media Intern at Dan Gilroy Design
Industry Public Relations and Communications
Experience
Dan Gilroy Design June 2015 - Present
Sears August 2014 - November 2014
Habitat for Humanity Portland/Metro East June 2013 - August 2013
Cascade Financial Management, Inc. June 2012 - January 2013
Marquette University Recreational Sports January 2011 - April 2012
Onwentsia Club June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Research, Customer Service, Teamwork, Public Speaking, English
Education
Marquette University 2010 — 2014
Public Relations, Senior
Marquette University
Dan Gilroy Design June 2015 - Present
Sears August 2014 - November 2014
Habitat for Humanity Portland/Metro East June 2013 - August 2013
Cascade Financial Management, Inc. June 2012 - January 2013
Marquette University Recreational Sports January 2011 - April 2012
Onwentsia Club June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, PowerPoint, Research, Customer Service, Teamwork, Public Speaking, English
Education
Marquette University 2010 — 2014
Public Relations, Senior
Marquette University
Jack Blair Jack Blair's Cascade Financial Management, Inc. Experience May 2009 - February 2011
Job Predictive Analytics and Business Intelligence Specialist at IBM
Industry Information Technology and Services
Experience
IBM January 2014 - Present
IBM October 2012 - January 2014
Groupon August 2011 - October 2012
Wells Fargo Advisors February 2011 - August 2011
Cascade Financial Management, Inc. May 2009 - February 2011
N2 Publishing May 2008 - August 2008
Skills
Marketing, Sales, Account Management, Customer Service, Social Media, Salesforce.com, Analytics, SPSS, Social Media Marketing, Marketing Communications, New Business Development, Sales Management, CRM, Management, Finance, Leadership, Sales Process, Business Development, Lead Generation, Market Research, Cold Calling, Business Intelligence, Predictive Analytics, SaaS, Enterprise Software, Team Leadership, Business Analysis, Product Marketing, Data Analysis, Analysis, Marketing Strategy, Project Management, Process Improvement, Strategy
Education
Missouri State University 2006 — 2010
BA, Finance, English
DeSmet Jesuit High School 2002 — 2006
IBM January 2014 - Present
IBM October 2012 - January 2014
Groupon August 2011 - October 2012
Wells Fargo Advisors February 2011 - August 2011
Cascade Financial Management, Inc. May 2009 - February 2011
N2 Publishing May 2008 - August 2008
Skills
Marketing, Sales, Account Management, Customer Service, Social Media, Salesforce.com, Analytics, SPSS, Social Media Marketing, Marketing Communications, New Business Development, Sales Management, CRM, Management, Finance, Leadership, Sales Process, Business Development, Lead Generation, Market Research, Cold Calling, Business Intelligence, Predictive Analytics, SaaS, Enterprise Software, Team Leadership, Business Analysis, Product Marketing, Data Analysis, Analysis, Marketing Strategy, Project Management, Process Improvement, Strategy
Education
Missouri State University 2006 — 2010
BA, Finance, English
DeSmet Jesuit High School 2002 — 2006
Dennis Hermansson-Ekman Dennis Hermansson-Ekman's Cascade Financial Management, Inc. Experience April 2010 - July 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs November 2013 - Present
Private Capital Management Firm - Family Office February 2013 - November 2013
AthenaInvest June 2012 - August 2012
Cascade Financial Management, Inc. April 2010 - July 2011
Red Rocks Capital February 2010 - April 2010
Procter & Gamble May 2007 - September 2007
Skills
Capital IQ, Financial Modeling, Investments, Bloomberg Terminal, DCF, Bloomberg, Crystal Ball, Statistical Data..., Management, VBA, Minitab, Valuation, Derivatives, Leadership, Financial Analysis, Strategic Leadership, Project Management, Research Insight, Business Valuation, Fixed Income, Equity Valuation, Equity Research Analysis, Equities, DCF Valuation, Financial Statement..., Asset Management, Economics, Hedge Funds, Strategic Financial..., Wealth Management, Datastream, Corporate Finance, Financial Accounting, Laserfiche, NetX360, Dealogic, SDC Platinum
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Finance, 3.91
Johnson & Wales University 2006 — 2010
Bachelor of Science (BSc), Finance
Goldman Sachs November 2013 - Present
Private Capital Management Firm - Family Office February 2013 - November 2013
AthenaInvest June 2012 - August 2012
Cascade Financial Management, Inc. April 2010 - July 2011
Red Rocks Capital February 2010 - April 2010
Procter & Gamble May 2007 - September 2007
Skills
Capital IQ, Financial Modeling, Investments, Bloomberg Terminal, DCF, Bloomberg, Crystal Ball, Statistical Data..., Management, VBA, Minitab, Valuation, Derivatives, Leadership, Financial Analysis, Strategic Leadership, Project Management, Research Insight, Business Valuation, Fixed Income, Equity Valuation, Equity Research Analysis, Equities, DCF Valuation, Financial Statement..., Asset Management, Economics, Hedge Funds, Strategic Financial..., Wealth Management, Datastream, Corporate Finance, Financial Accounting, Laserfiche, NetX360, Dealogic, SDC Platinum
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Finance, 3.91
Johnson & Wales University 2006 — 2010
Bachelor of Science (BSc), Finance
John Clagett CPWA® John Clagett CPWA®'s Cascade Financial Management, Inc. Experience September 2002 - November 2009
Job Customized Wealth Management | Financial Advisor | Owner | President
Industry Financial Services
Experience
Q4 Wealth Management, Inc. November 2009 - Present
Cascade Financial Management, Inc. September 2002 - November 2009
Robert W. Baird October 1998 - September 2002
Piper Jaffray August 1993 - September 1998
The Nielsen Company 1991 - 1993
The Pillsbury Company 1989 - 1991
Procter and Gamble Richardson Vicks August 1986 - October 1989
Procter and Gamble June 1985 - July 1986
Education
CEG Worldwide Wealth Management Consulting Program 2007 — 2007
Emory University 1981 — 1985
BA, History
Q4 Wealth Management, Inc. November 2009 - Present
Cascade Financial Management, Inc. September 2002 - November 2009
Robert W. Baird October 1998 - September 2002
Piper Jaffray August 1993 - September 1998
The Nielsen Company 1991 - 1993
The Pillsbury Company 1989 - 1991
Procter and Gamble Richardson Vicks August 1986 - October 1989
Procter and Gamble June 1985 - July 1986
Education
CEG Worldwide Wealth Management Consulting Program 2007 — 2007
Emory University 1981 — 1985
BA, History
Julie VanDervort Julie VanDervort's Cascade Financial Management, Inc. Experience January 2014 - July 2014
Job at
Industry Higher Education
Experience
LPL Financial July 2014 - Present
Cascade Financial Management, Inc. January 2014 - July 2014
Evercore Partners January 2009 - October 2012
Tremblant Capital March 2008 - November 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Finance, Microsoft Office, Asset Management, Analysis, Leadership, Equities
Education
Loyola Marymount University, College of Business Administration 2010 — 2012
MBA, Finance, General, 3.5
Monmouth University 2002 — 2006
BS, Finance
LPL Financial July 2014 - Present
Cascade Financial Management, Inc. January 2014 - July 2014
Evercore Partners January 2009 - October 2012
Tremblant Capital March 2008 - November 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Finance, Microsoft Office, Asset Management, Analysis, Leadership, Equities
Education
Loyola Marymount University, College of Business Administration 2010 — 2012
MBA, Finance, General, 3.5
Monmouth University 2002 — 2006
BS, Finance
Meghan Keefer's Cascade Financial Management, Inc. Experience March 2012 - June 2012
Job Leasing Agent at Carolina One Property Management
Industry Real Estate
Experience
Carolina One Real Estate February 2013 - Present
Weinstein Properties September 2012 - February 2013
Cascade Financial Management, Inc. March 2012 - June 2012
Holland Residential September 2011 - June 2012
BEST WESTERN PLUS Denver Hotel May 2011 - September 2011
Riveredge Marina January 2007 - September 2010
Johnson & Wales University October 2009 - May 2010
Skills
Customer Service, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Time Management, PowerPoint, Public Speaking, Leadership
Education
Johnson & Wales University-Denver 2008 — 2012
Marketing, Finance
Carolina One Real Estate February 2013 - Present
Weinstein Properties September 2012 - February 2013
Cascade Financial Management, Inc. March 2012 - June 2012
Holland Residential September 2011 - June 2012
BEST WESTERN PLUS Denver Hotel May 2011 - September 2011
Riveredge Marina January 2007 - September 2010
Johnson & Wales University October 2009 - May 2010
Skills
Customer Service, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Time Management, PowerPoint, Public Speaking, Leadership
Education
Johnson & Wales University-Denver 2008 — 2012
Marketing, Finance
Jennifer Lamson's Cascade Financial Management, Inc. Experience October 2006 - December 2011
Job .
Industry Financial Services
Experience
. January 2012 - June 2012
Cascade Financial Management, Inc. October 2006 - December 2011
Denver Waldorf School March 2004 - October 2006
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Accounting, Accounts Payable, Administrative..., Office Management
Education
University of Colorado at Denver
Bachelor of Arts (B.A.), Psychology
. January 2012 - June 2012
Cascade Financial Management, Inc. October 2006 - December 2011
Denver Waldorf School March 2004 - October 2006
Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Accounting, Accounts Payable, Administrative..., Office Management
Education
University of Colorado at Denver
Bachelor of Arts (B.A.), Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY