Columbia Financial Advisors, Inc.

Description

Located in: Morgan BuildingAddress: 720 SW Washington St # 650, Portland, OR 97205 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (503) 222-0562: Website: Category: : : Place name: : : Hours: : Website: http://www.cfai.com/ Category: Appraiser Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Columbia Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Columbia Financial Advisors, Inc. Employees

Employee
Years
Job
Industry
Brady Cary Brady Cary Portland, Oregon Details
Brady Cary's Columbia Financial Advisors, Inc. Experience 2013 - Present
Job Valuation Analyst at Columbia Financial Advisors, Inc.
Industry Financial Services
Experience
Columbia Financial Advisors, Inc.   2013 - Present

Skills
Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Banking, Risk Management, Strategic Planning, Project Management, Business Analysis, Investments, Management, Microsoft Word, PowerPoint, Business Strategy, Process Improvement

Education
Oregon State University
Bachelor of Science (BS), Finance, General

Oregon State University
Bachelor of Science (BS), Accounting

Miranda Rickert Miranda Rickert Seattle, Washington Details
Miranda Rickert's Columbia Financial Advisors, Inc. Experience July 2011 - June 2012
Job Senior Associate at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal  June 2015 - Present
Moss Adams LLP  June 2012 - June 2015
Columbia Financial Advisors, Inc.   July 2011 - June 2012
Columbia Financial Advisors, Inc.   January 2011 - July 2011

Education
University of Portland   2011 — 2012
Masters of Science, Finance, Finance, 3.9

University of Portland   2008 — 2011
BBA, Finance

Adrienne Wampole Adrienne Wampole Fort Wayne, Indiana Area Details
Adrienne Wampole's Columbia Financial Advisors, Inc. Experience 2000 - 2001
Job For Profit Optimizing at Ambassador Enterprises, LLC
Industry Investment Management
Experience
Ambassador Enterprises, LLC  December 2013 - Present
Geneva Global  2005 - 2008
Habitat for Humanity Uganda   2004 - 2004
Capstone Advisors  2003 - 2003
Columbia Financial Advisors, Inc.   2000 - 2001

Skills
Project Management, Program Development, Leadership Development, Strategic Planning, MBTI, Research, Business Analysis, Metric Development, Risk Assessment, Nonprofit Consulting, International NGOs, Philanthropy

Education
Eastern University
Master of Business Administration (MBA), International Economic Development

Taylor University
Bachelor's degree, Accounting Systems

Donny Springer, ASA Donny Springer, ASA Portland, Oregon Area Details
Donny Springer, ASA's Columbia Financial Advisors, Inc. Experience January 2010 - Present
Job Senior Valuation Analyst at Columbia Financial Advisors
Industry Financial Services
Experience
Columbia Financial Advisors, Inc.   January 2010 - Present
US Bank  February 2007 - January 2010

Skills
Business Valuation, ESOP, Financial Analysis, Valuation, Mergers & Acquisitions, Equity Valuation, Corporate Finance, Due Diligence, Financial Services, Portfolio Management

Education
Portland State University - School of Business
B.S. in Business Administration, Finance

Ben Frisbee, CFA Ben Frisbee, CFA Portland, Oregon Details
Ben Frisbee, CFA's Columbia Financial Advisors, Inc. Experience September 2012 - Present
Job Valuation Analyst at Columbia Financial Advisors, Inc.
Industry Financial Services
Experience
Columbia Financial Advisors, Inc.   September 2012 - Present
Cantor Fitzgerald  July 2010 - August 2012
Griffon May, Inc.   May 2009 - August 2009

Skills
Financial Analysis, Credit Risk, Business Valuation, Economics, Microsoft Excel, Analysis, Investments, Valuation, Risk Management, Hedge Funds

Education
Haverford College   2006 — 2010
Economics, Mathematical Economics

Lake Oswego High School   2002 — 2006

Jason Bushman Jason Bushman Greater Chicago Area Details
Jason Bushman's Columbia Financial Advisors, Inc. Experience May 1998 - January 2001
Job VP Business Development at OptionsAway.com
Industry Internet
Experience
Options Away  August 2015 - Present
Groupon  November 2011 - July 2015
Room 77  October 2009 - November 2011
Orbitz Worldwide  August 2006 - October 2009
Orbitz Worldwide  October 2004 - August 2006
NLG, Inc.   April 2003 - October 2004
Highland Capital Management  January 2001 - April 2003
Columbia Financial Advisors, Inc.   May 1998 - January 2001

Skills
Product Management, Online Advertising, Business Development, Contract Negotiation, E-commerce, Analytics, Competitive Analysis, Product Development, Product Marketing, Start-ups, Strategic Partnerships, SEO, Integrated Marketing, Entrepreneurship, New Business Development, Online Marketing, Account Management

Education
Northwestern University - Kellogg School of Management   2005 — 2007
MBA, Marketing, Entrepreneurship, Management & Strategy

Washington State University - College of Business and Economics   1993 — 1997
BA Business Administration, Finance and Risk Management

Brett Suchor Brett Suchor Boulder, Colorado Details
Brett Suchor's Columbia Financial Advisors, Inc. Experience May 1994 - February 1998
Job Managing Director at Ipreo
Industry Financial Services
Experience
Ipreo (formerly Shareholder InSite)   November 2014 - Present
Shareholder InSite, LLC   December 2011 - November 2014
Quist Valuation  1998 - November 2014
qval, Inc.   January 2008 - December 2011
Columbia Financial Advisors, Inc.   May 1994 - February 1998

Skills
Scenario Planning, Venture Capital, Mergers, Due Diligence, Private Equity, Valuation, Investments, Mergers & Acquisitions, Start-ups, Business Valuation, Portfolio Management, Corporate Finance, Investment Banking, Equities, Analysis, Finance, Financial Reporting, Financial Modeling

Education
University of Colorado Boulder   1993 — 1994

University of Wyoming   1988 — 1991
BS, Finance

Mike Moskowitz Mike Moskowitz Greater Boston Area Details
Mike Moskowitz's Columbia Financial Advisors, Inc. Experience September 2001 - July 2005
Job Senior Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young  October 2009 - Present
Ernst & Young  October 2006 - October 2009
EY  August 2005 - October 2007
Columbia Financial Advisors, Inc.   September 2001 - July 2005

Skills
Purchase Price..., Intangible Assets, Business Valuation, IFRS, Financial Reporting, Financial Modeling, Mergers, Due Diligence, Financial Analysis, Excel, Valuation, Analysis, Financial Accounting, SEC filings, Corporate Finance, US GAAP, Mergers & Acquisitions

Education
University of Massachusetts, Amherst   1997 — 2001
Bachelor of Science (B.S.), Accounting and Finance

Laura Piper, MBA Laura Piper, MBA Washington D.C. Metro Area Details
Laura Piper, MBA's Columbia Financial Advisors, Inc. Experience January 1997 - November 1997
Job Foreign Service Specialist at U.S. Department of State
Industry Government Relations
Experience
U.S. Department of State   January 2013 - Present
Consumer Credit & Debt Counseling Solutions, Inc.   June 1999 - December 2012
ConsumerWiz   February 1998 - November 1998
Columbia Financial Advisors, Inc.   January 1997 - November 1997
Brigham Young University  January 1993 - May 1995

Skills
Public Speaking, Non-profits, Fundraising, Public Relations, Operations Management, Marketing Strategy, Strategic Planning, Business Development, Budgets, Business Planning, Marketing, Nonprofits, Management, Entrepreneurship, Team Building, Team Leadership, Human Resources

Education
University of Washington, Michael G. Foster School of Business   2008 — 2010
MBA, MBA

Brigham Young University   1991 — 1996
BA, International Relations / Business

Saugus High School   1988 — 1991

Kathryn Aschwald, CFA, ASA Kathryn Aschwald, CFA, ASA Portland, Oregon Details
Kathryn Aschwald, CFA, ASA's Columbia Financial Advisors, Inc. Experience September 1992 - Present
Job Principal and Founding Shareholder, Columbia Financial Advisors, Inc.
Industry Financial Services
Experience
Columbia Financial Advisors, Inc.   September 1992 - Present
Willamette Management Associates  September 1986 - September 1992

Skills
Business Valuation, ESOP, Valuation, Fairness Opinions, Equities, Financial Advisory, Corporate Finance, Mergers, Financial Modeling, Mergers & Acquisitions, ERISA, Private Equity, Litigation Support, Finance, Securities, Due Diligence, Fiduciary, Corporate Governance

Education
Portland State University   1982 — 1984
B.S., Finance Law

American Society of Appraisers, Business Valuation
ASA

Chartered Financial Analyst
CFA

Mary McCarter Mary McCarter Portland, Oregon Area Details
Mary McCarter's Columbia Financial Advisors, Inc. Experience August 1992 - Present
Job Principal at Columbia Financial Advisors, Inc.
Industry Financial Services
Experience
Columbia Financial Advisors, Inc.   August 1992 - Present

Skills
Business Valuation, Valuation, Financial Modeling, Financial Analysis, Expert Witness, Mergers, Equity Valuation, Tax, Litigation Support, Due Diligence, Financial Reporting, ESOP, Private Equity, Intellectual Property..., Corporate Finance, Intangible Assets, Purchase Price...

Education
University of Portland   1981 — 1984
MBA, Finance, General

Kenyon College   1974 — 1978
Bachelor of Arts, Mathematics