Compass Advisors, LLC
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Compass Advisors, LLC Employees
Employee
Years
Job
Industry
Anita Matcha Anita Matcha's Compass Advisors, LLC Experience March 2013 - Present
Job Owner, Compass Advisors
Industry Management Consulting
Experience
Compass Advisors, LLC March 2013 - Present
Edgewood College School of Business January 2014 - Present
Wisconsin Veterans Museum Foundation November 2009 - July 2013
Smith & Gesteland November 2008 - March 2013
Edgewood College February 2007 - November 2008
First Business Bank 2006 - 2007
Trails Media Group 1989 - 2006
Skills
Public Speaking, Strategic Planning, Financial Analysis, Non-profits, Management Consulting, Nonprofits, Accounting, Strategic Communications, Leadership Development, Budgets, Marketing, Strategy, Leadership, Business Strategy, Process Improvement, Marketing Communications, Mergers & Acquisitions, Change Management, Entrepreneurship, Finance, Small Business, Fundraising, Financial Reporting, Training, Business Planning, Event Planning, Management, Auditing
Education
University of Wisconsin-Madison
BA, Communications
Edgewood College 2001 — 2004
MBA
Compass Advisors, LLC March 2013 - Present
Edgewood College School of Business January 2014 - Present
Wisconsin Veterans Museum Foundation November 2009 - July 2013
Smith & Gesteland November 2008 - March 2013
Edgewood College February 2007 - November 2008
First Business Bank 2006 - 2007
Trails Media Group 1989 - 2006
Skills
Public Speaking, Strategic Planning, Financial Analysis, Non-profits, Management Consulting, Nonprofits, Accounting, Strategic Communications, Leadership Development, Budgets, Marketing, Strategy, Leadership, Business Strategy, Process Improvement, Marketing Communications, Mergers & Acquisitions, Change Management, Entrepreneurship, Finance, Small Business, Fundraising, Financial Reporting, Training, Business Planning, Event Planning, Management, Auditing
Education
University of Wisconsin-Madison
BA, Communications
Edgewood College 2001 — 2004
MBA
Karl Hausafus Karl Hausafus's Compass Advisors, LLC Experience January 2010 - October 2010
Job General Counsel and Chief Compliance Officer at Arnerich Massena, Inc
Industry Financial Services
Experience
Arnerich Massena, Inc November 2010 - Present
Compass Advisors, LLC January 2010 - October 2010
Compass Holdings, LLC January 2010 - October 2010
Compass Holdings, LLC October 2006 - December 2009
K&L Gates November 1999 - October 2006
Skills
Securities Regulation, Investment Advisers Act, FCPA, Corporate Governance, FINRA, Broker-Dealer, Securities Offerings, Privacy Law, Investment Company Act, Securities, Litigation Management, Due Diligence, Hedge Funds, SEC, Private Equity, Corporate Law, ERISA, Licensing, Investment Advisory
Education
Lewis & Clark Law School 1996 — 2000
J.D., Taxation; Business
University of Oregon 1988 — 1993
B.S., Marketing, Management
Arnerich Massena, Inc November 2010 - Present
Compass Advisors, LLC January 2010 - October 2010
Compass Holdings, LLC January 2010 - October 2010
Compass Holdings, LLC October 2006 - December 2009
K&L Gates November 1999 - October 2006
Skills
Securities Regulation, Investment Advisers Act, FCPA, Corporate Governance, FINRA, Broker-Dealer, Securities Offerings, Privacy Law, Investment Company Act, Securities, Litigation Management, Due Diligence, Hedge Funds, SEC, Private Equity, Corporate Law, ERISA, Licensing, Investment Advisory
Education
Lewis & Clark Law School 1996 — 2000
J.D., Taxation; Business
University of Oregon 1988 — 1993
B.S., Marketing, Management
Stephen Titus Stephen Titus's Compass Advisors, LLC Experience February 1997 - February 2013
Job Business Systems and Operations
Industry Management Consulting
Experience
TitusNW February 2013 - Present
Compass Advisors, LLC February 1997 - February 2013
Payden & Rygel 1987 - 1994
Skills
Microsoft Access, Microsoft Excel, Microsoft SQL Server, Microsoft Exchange, VB.NET, Database Development, User Support, Access, Databases, Operations Management, VBA, Information Technology, SQL, Analysis, Software Development, Business Analysis, Business Intelligence, Integration, Requirements Analysis
Education
University of Puget Sound
Bachelor of Arts (BA), Business Administration/General Sciences - Biology
TitusNW February 2013 - Present
Compass Advisors, LLC February 1997 - February 2013
Payden & Rygel 1987 - 1994
Skills
Microsoft Access, Microsoft Excel, Microsoft SQL Server, Microsoft Exchange, VB.NET, Database Development, User Support, Access, Databases, Operations Management, VBA, Information Technology, SQL, Analysis, Software Development, Business Analysis, Business Intelligence, Integration, Requirements Analysis
Education
University of Puget Sound
Bachelor of Arts (BA), Business Administration/General Sciences - Biology
Cally Tullo Cally Tullo's Compass Advisors, LLC Experience June 2014 - August 2014
Job Private Wealth Management Summer Analyst at Goldman Sachs
Industry
Experience
Goldman Sachs June 2015 - Present
Stanford Economics Association October 2014 - Present
Bloomberg LP August 2014 - Present
Stanford University August 2014 - Present
FirstJob, Inc. August 2014 - January 2015
Compass Advisors, LLC June 2014 - August 2014
Seaside Park Yacht Club June 2013 - August 2013
Harmony Classical Music Duets June 2011 - August 2012
The Thai Children's Trust January 2010 - December 2010
Skills
Marketing Strategy, Teamwork, Capital IQ, Time Management, Microsoft Excel, Research, Microsoft Word, English, Photoshop, InDesign
Education
Stanford University 2013 — 2017
Bachelor of Arts (B.A.), Science, Technology and Society
Investment Banking Institute
Saint Ann's School 2009 — 2013
Goldman Sachs June 2015 - Present
Stanford Economics Association October 2014 - Present
Bloomberg LP August 2014 - Present
Stanford University August 2014 - Present
FirstJob, Inc. August 2014 - January 2015
Compass Advisors, LLC June 2014 - August 2014
Seaside Park Yacht Club June 2013 - August 2013
Harmony Classical Music Duets June 2011 - August 2012
The Thai Children's Trust January 2010 - December 2010
Skills
Marketing Strategy, Teamwork, Capital IQ, Time Management, Microsoft Excel, Research, Microsoft Word, English, Photoshop, InDesign
Education
Stanford University 2013 — 2017
Bachelor of Arts (B.A.), Science, Technology and Society
Investment Banking Institute
Saint Ann's School 2009 — 2013
Rob Moody, CFA®, CFP® Rob Moody, CFA®, CFP®'s Compass Advisors, LLC Experience December 1996 - Present
Job Fee Only Financial Planner | Investment Advisor
Industry Investment Management
Experience
Compass Advisors LLC December 1996 - Present
Oglethorpe University 1998 - 1998
PwC October 1995 - December 1996
US Army August 1990 - July 1994
Skills
Retirement Planning, Estate Planning, Investment Management, Retirement, Strategic Financial..., Financial Planners, Financial Planning, Risk Management, Insurance, Income Tax, Income Tax Planning, 401k Rollovers, IRAs, Charitable Gift Planning, Cash Flow Forecasting, Employee Benefits, Cash Flow Planning, Dividends, Precious Metals, Employee Stock Options, Debt Management, Corporate Governance, Investor Sentiment, Economics, Accounting, Trusts, Investor Psychology, Stock Trading, Asset Management
Education
Georgia State University - J. Mack Robinson College of Business 1994 — 1996
Master of Science (M.S.), Personal Financial Planning
Stetson University 1988 — 1990
Bachelor of Science (B.S.), cum laude, Political Science and Government
Leesburg High School 1981 — 1986
Compass Advisors LLC December 1996 - Present
Oglethorpe University 1998 - 1998
PwC October 1995 - December 1996
US Army August 1990 - July 1994
Skills
Retirement Planning, Estate Planning, Investment Management, Retirement, Strategic Financial..., Financial Planners, Financial Planning, Risk Management, Insurance, Income Tax, Income Tax Planning, 401k Rollovers, IRAs, Charitable Gift Planning, Cash Flow Forecasting, Employee Benefits, Cash Flow Planning, Dividends, Precious Metals, Employee Stock Options, Debt Management, Corporate Governance, Investor Sentiment, Economics, Accounting, Trusts, Investor Psychology, Stock Trading, Asset Management
Education
Georgia State University - J. Mack Robinson College of Business 1994 — 1996
Master of Science (M.S.), Personal Financial Planning
Stetson University 1988 — 1990
Bachelor of Science (B.S.), cum laude, Political Science and Government
Leesburg High School 1981 — 1986
Ken Cave Ken Cave's Compass Advisors, LLC Experience 2006 - Present
Job Business and Career Transition Coach for Executives|Franchise Advisor and Consultant|Photographer|Real Estate Developer
Industry Professional Training & Coaching
Experience
The Entrepreneur's Source 2010 - Present
K&A Studios, LLC dba Ken Cave Photography 2009 - Present
Compass Advisors, LLC 2006 - Present
All About Homes, LLC December 2002 - Present
Lauth Property Goup December 1997 - June 2006
Fortune Management September 1996 - December 1997
Hendon Properties August 1995 - August 1996
The Yarmouth Group August 1989 - September 1995
Deloitte &Touche August 1985 - August 1989
Skills
Entrepreneurship, Small Business, Real Estate, Management, Real Estate Development, Investments, Strategic Planning, New Business Development, Commercial Real Estate, Start-ups, Team Building, Finance, Coaching, Franchise Consulting, Business Coaching, Investment Properties, Photography, Project Management, Real Estate Transactions, Microsoft Office, Accounting, Sales, Digital Photography, Headshots, Graphic Design, Image Editing, Real Estate Financing, Financial Accounting, InDesign, Photoshop, Lightroom, Real Estate Project..., Career Transitions, Career Exploration, Business Start Up, Real Estate Investment, Real Estate Negotiation, Portraits, Portrait Photography, Commercial Photography, Event Photography, Fine Art Photography, Architectural..., Entrepreneur, Location Photography, Photo Editing, Studio Photography, Leadership
Education
Temple University - Fox School of Business and Management
BBA, Accounting
The Entrepreneur's Source 2010 - Present
K&A Studios, LLC dba Ken Cave Photography 2009 - Present
Compass Advisors, LLC 2006 - Present
All About Homes, LLC December 2002 - Present
Lauth Property Goup December 1997 - June 2006
Fortune Management September 1996 - December 1997
Hendon Properties August 1995 - August 1996
The Yarmouth Group August 1989 - September 1995
Deloitte &Touche August 1985 - August 1989
Skills
Entrepreneurship, Small Business, Real Estate, Management, Real Estate Development, Investments, Strategic Planning, New Business Development, Commercial Real Estate, Start-ups, Team Building, Finance, Coaching, Franchise Consulting, Business Coaching, Investment Properties, Photography, Project Management, Real Estate Transactions, Microsoft Office, Accounting, Sales, Digital Photography, Headshots, Graphic Design, Image Editing, Real Estate Financing, Financial Accounting, InDesign, Photoshop, Lightroom, Real Estate Project..., Career Transitions, Career Exploration, Business Start Up, Real Estate Investment, Real Estate Negotiation, Portraits, Portrait Photography, Commercial Photography, Event Photography, Fine Art Photography, Architectural..., Entrepreneur, Location Photography, Photo Editing, Studio Photography, Leadership
Education
Temple University - Fox School of Business and Management
BBA, Accounting
Tiffany Bilodeau Tiffany Bilodeau's Compass Advisors, LLC Experience June 2004 - May 2006
Job Senior Account Manager at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek August 2007 - Present
Barre3 November 2011 - February 2014
Aerotek May 2006 - August 2007
Compass Advisors, LLC June 2004 - May 2006
Skills
Sales Management, Vendor Management, Technical Recruiting, Recruiting, Talent Acquisition, Applicant Tracking..., Sourcing, Temporary Placement, Staffing Services, Talent Management, Internet Recruiting, Networking, Management, Contract Recruitment, Business Development, Manufacturing, Account Management, Screening, Team Building, Employee Relations, Sales, Screening Resumes, Resume Writing, Onboarding, New Business Development, Training, Temporary Staffing, Human Resources, Interviews, Executive Search
Education
University of Oregon 2000 — 2004
Bachelor of Science, Journalism & Business Administration
Marist High School 1996 — 2000
Aerotek August 2007 - Present
Barre3 November 2011 - February 2014
Aerotek May 2006 - August 2007
Compass Advisors, LLC June 2004 - May 2006
Skills
Sales Management, Vendor Management, Technical Recruiting, Recruiting, Talent Acquisition, Applicant Tracking..., Sourcing, Temporary Placement, Staffing Services, Talent Management, Internet Recruiting, Networking, Management, Contract Recruitment, Business Development, Manufacturing, Account Management, Screening, Team Building, Employee Relations, Sales, Screening Resumes, Resume Writing, Onboarding, New Business Development, Training, Temporary Staffing, Human Resources, Interviews, Executive Search
Education
University of Oregon 2000 — 2004
Bachelor of Science, Journalism & Business Administration
Marist High School 1996 — 2000
Dylan Theisen's Compass Advisors, LLC Experience May 2002 - January 2013
Job Systems Support Specialist at Viewpoint Construction Software
Industry Information Technology and Services
Experience
Viewpoint Construction Software April 2014 - Present
Integrated Services Inc. June 2013 - April 2014
Compass Advisors LLC May 2002 - January 2013
800.com June 2000 - February 2002
Education
University of Portland 1996 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Viewpoint Construction Software April 2014 - Present
Integrated Services Inc. June 2013 - April 2014
Compass Advisors LLC May 2002 - January 2013
800.com June 2000 - February 2002
Education
University of Portland 1996 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Dana Moore's Compass Advisors, LLC Experience January 2010 - Present
Job Principal at Compass Advisors LLC
Industry Real Estate
Experience
Compass Advisors LLC January 2010 - Present
Washington Management Services, Inc. November 2008 - Present
Calvert Foundation 2005 - 2009
Fannie Mae 2000 - 2005
Bank of America 1990 - 2000
First National Bank of Maryland 1985 - 1990
Skills
Real Estate, Credit, Asset Managment, Real Estate Economics, Investment Properties, Residential Homes, Management, Loans, Commercial Real Estate, Leases, Property Management, Commercial Mortgages, Mortgage Lending, Real Estate Development, Real Estate Financing, Asset Management, Investments, Underwriting, Valuation, Portfolio Management
Education
Dickinson College 1981 — 1985
BA, Economics
Compass Advisors LLC January 2010 - Present
Washington Management Services, Inc. November 2008 - Present
Calvert Foundation 2005 - 2009
Fannie Mae 2000 - 2005
Bank of America 1990 - 2000
First National Bank of Maryland 1985 - 1990
Skills
Real Estate, Credit, Asset Managment, Real Estate Economics, Investment Properties, Residential Homes, Management, Loans, Commercial Real Estate, Leases, Property Management, Commercial Mortgages, Mortgage Lending, Real Estate Development, Real Estate Financing, Asset Management, Investments, Underwriting, Valuation, Portfolio Management
Education
Dickinson College 1981 — 1985
BA, Economics
Deborah House's Compass Advisors, LLC Experience December 2009 - October 2010
Job Adjunct Professor at American University Washington College of Law
Industry Law Practice
Experience
American University Washington College of Law August 2010 - Present
Compass Advisors LLC December 2009 - October 2010
Washington Management Services October 2009 - October 2010
Association of Corporate Counsel 2006 - 2009
Fannie Mae 2002 - 2006
Fannie Mae 1994 - 2002
Resolution Trust Corporation/FDIC 1992 - 1994
Prokop & Noble 1988 - 1992
Cole Corette & Abrutyn 1981 - 1988
Education
University of Illinois at Urbana-Champaign 1969 — 1973
BS, Communications
American University Washington College of Law
JD
American University Washington College of Law August 2010 - Present
Compass Advisors LLC December 2009 - October 2010
Washington Management Services October 2009 - October 2010
Association of Corporate Counsel 2006 - 2009
Fannie Mae 2002 - 2006
Fannie Mae 1994 - 2002
Resolution Trust Corporation/FDIC 1992 - 1994
Prokop & Noble 1988 - 1992
Cole Corette & Abrutyn 1981 - 1988
Education
University of Illinois at Urbana-Champaign 1969 — 1973
BS, Communications
American University Washington College of Law
JD
Jill Meyer's Compass Advisors, LLC Experience June 1993 - June 2006
Job
Industry
Experience
Compass Advisors LLC June 1993 - June 2006
Scwabe Williamson & Wyatt October 1989 - June 1993
SAIF Corporation September 1988 - October 1989
Skills
Teaching
Education
Arizona State University
Bachelor of Applied Science (B.A.Sc.), Public Health
Compass Advisors LLC June 1993 - June 2006
Scwabe Williamson & Wyatt October 1989 - June 1993
SAIF Corporation September 1988 - October 1989
Skills
Teaching
Education
Arizona State University
Bachelor of Applied Science (B.A.Sc.), Public Health