Columbia Financial Advisors, Inc.
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
Columbia Financial Advisors, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Columbia Financial Advisors, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Columbia Financial Advisors, Inc. Employees
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
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
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
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
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
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
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
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
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
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
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