Confluence Wealth Management
Located in: Pacwest CenterAddress: 1211 SW 5th Ave #1200, Portland, OR 97204 Hours: Closes soon: 5PM ⋅ Opens 8:30AM Fri Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (503) 221-7595Category: : : : : Place name: Website: : : Website: http://www.confluencewealth.com/ Category: Investment service 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. 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 Confluence Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
Confluence Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Confluence Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Confluence Wealth Management Employees
Greg Houser, CFA Confluence Wealth Management February 2014 - Present
Chinook Capital Management June 1997 - January 2014
Multnomah Athletic Foundation 2005 - 2011
Skills
Leadership, Investment Management, Financial Analysis, Investment Strategies, Strategic Financial..., Finance, Public Speaking, Equities, Technical Writing, Community Outreach, Market Analysis, Asset Management, Financial Advisory, Financial Modeling, Creative Writing
Education
University of California, Los Angeles 1970 — 1971
Master of Business Administration (MBA), Finance, General
University of Oregon 1966 — 1970
Bachelor of Arts (B.A.), Business Administration and Management, General
Ainsworth/Lincoln
Confluence Wealth Management June 2014 - Present
MassMutual Financial Group February 2010 - May 2014
Waiyee Carmen Wong, A Hawaii Law Corporation October 1999 - March 2010
County of Kauai 2004 - 2006
H&S Publishing :) 1992 - 1993
Skills
Estate Planning, Insurance, Retirement, Disability Insurance, 401k, Trusts, Legal Writing, Risk Management, Real Estate, Defined Benefit, Securities, FINRA, Public Speaking, Trust Services, Buy-sell Agreements, Asset Allocation
Education
University of Hawai'i at Manoa - William S. Richardson School of Law 1996 — 1999
Juris Doctor, Law
Brigham Young University - Hawaii 1985 — 1989
Bachelor of Science, Summa Cum Laude, Business Management
David Morganstern Confluence Wealth Management December 2011 - Present
CMC Advisers, LLC July 1996 - December 2011
Portland General Electric 1981 - 1995
Skills
Strategic Planning, Budgets, Research, Teaching, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, HTML
Education
University of Oregon 1974 — 1975
Masters degree, Counseling Psychology
The University of Connecticut 1968 — 1972
Bachelors of Arts, Psychology
Amberly Charter Confluence Wealth Management February 2014 - Present
Chinook Capital Management 2008 - January 2014
University of San Diego - Office of Community Service Learning September 2003 - May 2006
Education
University of San Diego 2002 — 2006
BA, Diversified Liberal Arts
Semester at Sea Spring '05
Study Abroad
Chloe Nichol Confluence Wealth Management January 2014 - Present
Northwest Justice Project January 2012 - May 2012
American Arbitration Association January 2011 - May 2011
Dean Standish Perkins & Associates 2011 - 2011
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Courts, Mediation, Civil Litigation, Hearings, Commercial Litigation, Appeals, Family Law, Intellectual Property, Arbitration, Legal Issues, Trials
Education
Seattle University School of Law 2009 — 2012
Doctor of Law (JD)
Western Washington University
Bachelor of Arts, English
Philip Schmitt CIMA® Verus Investments November 2013 - Present
Confluence Wealth Management August 2011 - April 2013
Nike January 2007 - August 2011
Cisco July 2005 - January 2007
UBS January 2003 - July 2005
Skills
Bloomberg, Reuters, Investments, Investment Strategies, Portfolio Management, Fixed Income, Wealth Management, Asset Allocation, Trading, Financial Advisory, Asset Management, Investment Management, Bonds, Financial Services, Capital Markets
Education
University of Portland 2001 — 2003
MBA, Business
Portland State University 1994 — 1997
BS, Economics
Rick Schmidt, CFP Confluence Wealth Management February 2014 - Present
Chinook Capital Management December 2006 - January 2014
Columbia Management Company 1991 - 2006
Education
University of Minnesota - Carlson School of Management 1986 — 1988
MBA, General Management
Oregon State University 1978 — 1982
BS, Agriculture and Resource Economics
Jason Lawton Confluence Wealth Management January 2015 - Present
CTC myCFO September 2008 - January 2015
Fisher Investments June 2008 - September 2008
LECG (formerly Bates Private Capital, Inc) 2005 - March 2008
Bates Private Capital, Inc 2002 - 2005
Bidwell & Company 1997 - 2002
Skills
Financial Analysis, Financial Modeling, Investments, Asset Management, Securities, Equities, Financial Reporting, Alternative Investments, Portfolio Management, Asset Allocation, Investment Strategies, Hedge Funds, Private Equity, Bloomberg, Mutual Funds, Investment Management, Fixed Income, Financial Accounting, Economics, Financial Services, Investment Advisory, Series 7, Access, People Skills, Wealth Management..., High Net Worth..., Financial Advisory, Derivatives, Financial Markets, Fund Accounting, Series 63, Wealth Management
Education
University of Oregon 1995 — 1997
BS, Business Economics
University of Arizona 1993 — 1995
Beaverton High 1990 — 1993
Marilyn Bergen Confluence Wealth Management December 2011 - Present
CMC Advisers, LLC 1996 - December 2011
Education
Portland State University
Masters
Perkins & Co August 2015 - Present
Perkins & Co January 2014 - Present
Perkins & Co January 2013 - December 2013
Confluence Wealth Management December 2012 - December 2013
Perkins & Co July 2012 - December 2012
Confluence Wealth Management January 2012 - December 2012
Pacific Investment Advisors June 2007 - January 2012
Skills
Tax, Accounting, Tax Preparation, Financial Accounting, Tax Returns, Microsoft Excel, Bookkeeping, Account Reconciliation, Finance, Tax Accounting, Income Tax, Financial Reporting, Accounts Payable, Microsoft Office, Journal Entries, QuickBooks, Time Management
Education
Portland State University 2009 — 2012
Bachelor of Science (B.S.), Accounting
Glen Goland Confluence Wealth Management January 2015 - Present
Samuels Yoelin Kantor LLP November 2010 - December 2014
Squillace & Associates, P.C. March 2008 - December 2009
Guardian Investor Services/RS Funds July 2002 - March 2008
Suffolk University Law School May 2007 - August 2007
Focusin Music August 2001 - December 2004
Putnam Investments May 2000 - June 2002
Citizens Bank December 1999 - May 2000
Pioneer Investments April 1999 - November 1999
Fleet Bank 1998 - 1999
Education
Suffolk University Law School 2006 — 2009
JD
University of Massachusetts 1992 — 1996
Bachelor of Arts, Sports Management
Armstrong