Cascadia Wealth Management
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Cascadia Wealth Management Employees
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
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
Cascadia Wealth Management April 2003 - Present
Education
Michigan State University 1985 — 1990
BA, Finance
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
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
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
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
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
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
Cascadia Wealth Management January 2004 - Present
Skills
Alternative Investments
Education
Colorado State University