Cascadia Wealth Management

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Cascadia Wealth Management Employees

Employee
Years
Job
Industry
Matt Pulsipher Matt Pulsipher Portland, Oregon Area Details
Matt Pulsipher's Cascadia Wealth Management Experience April 2008 - Present
Job Senior Vice President at Cascadia Wealth Management Group
Industry Financial Services
Experience
Cascadia Wealth Management   April 2008 - Present
Merrill Lynch  August 2004 - April 2008
Edward Jones  August 2000 - August 2004

Skills
Retirement Planning, Investment Strategies, Alternative Investments, Investments, Strategic Planning, Finance, Portfolio Management, Series 7, Mutual Funds, Financial Analysis, Investment Advisory, Asset Management, Leadership, Securities, Wealth Management

Education
BYU   1995 — 2000
Bachelor's of Science, Business Management/Finance

Susan DuBuc Susan DuBuc Portland, Oregon Area Details
Susan DuBuc's Cascadia Wealth Management Experience February 2011 - Present
Job Executive Assistant at Cascadia Wealth Management
Industry Financial Services
Experience
Cascadia Wealth Management   February 2011 - Present
ProGrass Landscape and Design  2008 - 2010
Anderson Hay & Grain  October 2006 - March 2008

Skills
Microsoft Office, Photocopier, Administrative..., Insurance, Clerical Skills, Customer Service, Office Management, Oral & Written..., Data Entry, Purchase Orders, Records Management, Scanners, Staff Supervision, Financial Analysis, Switchboard, Executive..., Telephone Reception

Education
Southern Oregon University   1991 — 1995
Math, Computer Science, and Human Communications

Eric Adler Eric Adler Springfield, Massachusetts Area Details
Eric Adler's Cascadia Wealth Management Experience April 2003 - Present
Job Investment Advisor Representative
Industry Investment Management
Experience
Cascadia Wealth Management   April 2003 - Present

Education
Michigan State University   1985 — 1990
BA, Finance

David Glauser, CFP® David Glauser, CFP® Medford, Oregon Area Details
David Glauser, CFP®'s Cascadia Wealth Management Experience May 2010 - Present
Job Southern Oregon Regional Manager, Cascadia Wealth Management
Industry Financial Services
Experience
Cascadia Wealth Management   May 2010 - Present
Banc of America Investment Services / Merrill Lynch   March 2004 - May 2010
Morgan Stanley  March 2002 - March 2004

Skills
Wealth Management..., Certified Financial..., Investment Advisory..., Asset Management, Alternative Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Securities, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, REIT, Series 7, Series 66, MBA, Disability Insura

Education
Brigham Young University   1977 — 1979
Master of Business Administration (MBA)

University of Utah
Bachelor of Arts (B.A.), English Language and Literature, General

Jim Crocker Jim Crocker San Francisco Bay Area Details
Jim Crocker's Cascadia Wealth Management Experience April 2011 - Present
Job Financial Advisor, CDFA at Cascadia Wealth Management
Industry Financial Services
Experience
Cascadia Wealth Management   April 2011 - Present
Rotary Club of Danville, CA   July 2012 - June 2013
Aspire Investments   2006 - April 2011
Capgemini  2000 - 2006
Ernst & Young  1994 - 2000

Skills
Asset Management, Financial Planning, Alternative Investments, Wealth Management, Retirement Planning, Strategic Financial..., Asset Managment, Investment Management, Retirement, Securities, Investments, Insurance, Portfolio Management, Investment Advisory, Certified Divorce..., FINRA, Finance, Mutual Funds, Financial Advisory, Life Insurance, Small Business, Risk Management, Series 7, Wealth Management...

Education
San Diego State University-California State University   1976 — 1983
BS, MS

San Marin HS

Grace Antares Grace Antares Portland, Oregon Details
Grace Antares's Cascadia Wealth Management Experience January 2014 - Present
Job Financial Advisor at Cascadia Wealth Management
Industry Financial Services
Experience
Cascadia Wealth Management   January 2014 - Present
Self-employed  June 1996 - Present

Skills
Small Business, Management, Investments, Strategic Planning, Entrepreneurship, Financial Services, Wealth Management, Strategy, Customer Service, Coaching, Securities, Insurance

Education
Ft Collins High School, Ft Collins CO

Mesa College, Grand Junction, CO

University of Colorado at Boulder

Kyong Porreco Kyong Porreco Portland, Oregon Area Details
Kyong Porreco's Cascadia Wealth Management Experience June 2014 - Present
Job Director of Client Services at Cascadia Wealth Management
Industry Financial Services
Experience
Cascadia Wealth Management   June 2014 - Present
First Citizens Bank  December 2010 - June 2014
Wells Fargo Wealth Management  October 2003 - October 2009

Skills
Banking, Commercial Banking, Finance, Financial Services, Small Business, Treasury Management, Business Development, Loans, Small Business Lending, Mortgage Lending, Sales, Relationship Management, Commercial Lending, Private Banking, Cash Management, Personal Banking, Credit

Education
University of Phoenix   2002 — 2004
BS, Business Management

Robert Biancardi Robert Biancardi Portland, Oregon Details
Robert Biancardi's Cascadia Wealth Management Experience January 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cascadia Wealth Management   January 2013 - Present
Transamerica  September 2009 - December 2012
Alpine Mortgage Planning  April 2007 - August 2009
Legacy Home Loans   March 2004 - March 2007
Image Direct - Copy Center   June 1987 - February 2004

Education
California State Polytechnic University-Pomona
Business

Deena Bosworth Deena Bosworth Portland, Oregon Area Details
Deena Bosworth's Cascadia Wealth Management Experience October 2014 - Present
Job Ambassador of First Impressions at Cascadia Wealth Management
Industry Financial Services
Experience
Cascadia Wealth Management   October 2014 - Present
Planned Dollars Concepts   May 1988 - May 2014
Planned Dollars Concepts, Inc   May 1988 - May 2014
Harvey E King   January 1986 - January 1988

Skills
Customer Service, Insurance, Accounts Payable, Administrative Support, Data Entry, Analysis, Administrative..., Databases, Office Management, Outlook

Education
Portland Community College   1984 — 1986
Assoc, Liberal Arts

Portland Community College
Associates Degree, Liberal Arts

Portland Community College
Certificate, Computer Operations

WHS

Dale Schlueter Dale Schlueter Portland, Oregon Details
Dale Schlueter's Cascadia Wealth Management Experience January 2004 - Present
Job
Industry Financial Services
Experience
Cascadia Wealth Management   January 2004 - Present

Skills
Alternative Investments

Education
Colorado State University