E.K. Riley Investments, LLC
Industry: Company
DescriptionParent organization: E.K. Riley & Co., Inc. Subsidiaries: E.K. Riley Investments, LLC, Research Division, Ek Riley Investments, Llc, Asset Management Arm
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E.K. Riley Investments, LLC Employees
Employee
Years
Job
Industry
Sabine Birlenbach Sabine Birlenbach's E.K. Riley Investments, LLC Experience June 2006 - Present
Job Senior Vice President at E.K. Riley Investments, LLC
Industry Financial Services
Experience
E.K. Riley Investments, LLC June 2006 - Present
Ragen Mackenzie Investment Services, Inc. (Formerly Columbia Pacific Securities, Inc.) April 1991 - March 2006
First Allied Securities 2004 - 2006
Education
University of Puget Sound
Master of Business Administration (M.B.A.), Business
University of Puget Sound
Bachelor of Arts (B.A.), International Business
E.K. Riley Investments, LLC June 2006 - Present
Ragen Mackenzie Investment Services, Inc. (Formerly Columbia Pacific Securities, Inc.) April 1991 - March 2006
First Allied Securities 2004 - 2006
Education
University of Puget Sound
Master of Business Administration (M.B.A.), Business
University of Puget Sound
Bachelor of Arts (B.A.), International Business
Alexis Vanden Bos, CFP® Alexis Vanden Bos, CFP®'s E.K. Riley Investments, LLC Experience June 2003 - June 2015
Job Chief Compliance Officer
Industry Financial Services
Experience
E.K. Riley Investments, LLC June 2003 - June 2015
KMS Financial Services, Inc. May 2001 - June 2003
Wells Fargo Advisors August 2000 - May 2001
Skills
Securities, Investments, Mutual Funds, Equities, Investment Advisory, Wealth Management, Bonds, Asset Management, Investment Strategies, Investment Management, Asset Allocation, Financial Advisory
Education
University of Washington
Cornish College of the Arts
Highline Community College
E.K. Riley Investments, LLC June 2003 - June 2015
KMS Financial Services, Inc. May 2001 - June 2003
Wells Fargo Advisors August 2000 - May 2001
Skills
Securities, Investments, Mutual Funds, Equities, Investment Advisory, Wealth Management, Bonds, Asset Management, Investment Strategies, Investment Management, Asset Allocation, Financial Advisory
Education
University of Washington
Cornish College of the Arts
Highline Community College
Christine Meiners Christine Meiners's E.K. Riley Investments, LLC Experience June 2014 - September 2014
Job Student at University of Oregon
Industry
Experience
E.K. Riley Investments, LLC June 2014 - September 2014
Lithia Motors Inc. June 2012 - August 2012
The Kitchen at Forest Ridge High School September 2009 - June 2011
Skills
Microsoft Excel, PowerPoint, Customer Service, Time Management, Microsoft Word, Windows, Fundraising, People Skills, Leadership, Facebook
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS), Finance
E.K. Riley Investments, LLC June 2014 - September 2014
Lithia Motors Inc. June 2012 - August 2012
The Kitchen at Forest Ridge High School September 2009 - June 2011
Skills
Microsoft Excel, PowerPoint, Customer Service, Time Management, Microsoft Word, Windows, Fundraising, People Skills, Leadership, Facebook
Education
University of Oregon 2011 — 2015
Bachelor of Science (BS), Finance
Carolie Smith Carolie Smith's E.K. Riley Investments, LLC Experience May 2012 - October 2014
Job Executive Vice President at RWS Fixed Income
Industry Financial Services
Experience
RWS Fixed Income, a division of RW Smith & Associates,LLC November 2014 - Present
E.K. Riley Investments, LLC May 2012 - October 2014
SNW Asset Management, a subsidiary of Seattle-Northwest Securities Corp 2007 - 2012
RW Smith Fixed Income, a division of Duncan Williams, Inc. 2000 - 2007
Leora Consulting Group LLC 1999 - 2007
R.W. Smith & Associates, Inc. 1996 - 2004
Smith Mitchell Investment Group Inc. 1987 - 1996
Seattle Northwest Securities Corporation 1975 - 1986
Skills
Fixed Income, Bonds, Investments, Portfolio Management, Asset Management, Financial Services, Financial Analysis, Trading, Securities, Investment Banking, Mutual Funds, Finance, Financial Advisory, Structured Products, Investment Advisory, Wealth Management
Education
Pacific Lutheran University
BA in Foreign Languages, Foreign Languages
University of Oslo, Norway
Exam Philisophicum, Philosophy, Logics, Mathematics
RWS Fixed Income, a division of RW Smith & Associates,LLC November 2014 - Present
E.K. Riley Investments, LLC May 2012 - October 2014
SNW Asset Management, a subsidiary of Seattle-Northwest Securities Corp 2007 - 2012
RW Smith Fixed Income, a division of Duncan Williams, Inc. 2000 - 2007
Leora Consulting Group LLC 1999 - 2007
R.W. Smith & Associates, Inc. 1996 - 2004
Smith Mitchell Investment Group Inc. 1987 - 1996
Seattle Northwest Securities Corporation 1975 - 1986
Skills
Fixed Income, Bonds, Investments, Portfolio Management, Asset Management, Financial Services, Financial Analysis, Trading, Securities, Investment Banking, Mutual Funds, Finance, Financial Advisory, Structured Products, Investment Advisory, Wealth Management
Education
Pacific Lutheran University
BA in Foreign Languages, Foreign Languages
University of Oslo, Norway
Exam Philisophicum, Philosophy, Logics, Mathematics
Gail Baker Gail Baker's E.K. Riley Investments, LLC Experience June 2010 - Present
Job Executive V.P., COO E.K. Riley Investments, LLC
Industry Financial Services
Experience
E.K. Riley Investments, LLC June 2010 - Present
E.K. Riley Investments, LLC April 2002 - June 2010
Ragen MacKenzie May 1996 - April 2001
National Securities Clearing Corporation NSCC/DTCC 1986 - 1996
Pacific Clearing Corporation 1978 - 1986
Seattle First National Bank 1974 - 1978
Skills
Operations Management, Series 7
Education
Olympic College 1985 — 1989
Associates, Accounting
Shoreline Community College
E.K. Riley Investments, LLC June 2010 - Present
E.K. Riley Investments, LLC April 2002 - June 2010
Ragen MacKenzie May 1996 - April 2001
National Securities Clearing Corporation NSCC/DTCC 1986 - 1996
Pacific Clearing Corporation 1978 - 1986
Seattle First National Bank 1974 - 1978
Skills
Operations Management, Series 7
Education
Olympic College 1985 — 1989
Associates, Accounting
Shoreline Community College
Aaron D. Miller Aaron D. Miller's E.K. Riley Investments, LLC Experience August 2010 - Present
Job IT Professional
Industry Information Technology and Services
Experience
E.K. Riley Investments, LLC August 2010 - Present
Communication Arts November 2006 - April 2008
Monster Cable Products Inc. January 2002 - November 2006
Skills
Microsoft Office, Microsoft Excel, Social Networking, Adobe Acrobat, Social Media, Adobe Creative Suite, Marketing, Outlook, Editing, CSS, HTML, Graphic Design, Technical Support, Photoshop, Web Design, Customer Service, Troubleshooting, Help Desk Support, Networking
Education
University of Nevada-Las Vegas 2000 — 2005
Management of Information Systems, Information Technology
E.K. Riley Investments, LLC August 2010 - Present
Communication Arts November 2006 - April 2008
Monster Cable Products Inc. January 2002 - November 2006
Skills
Microsoft Office, Microsoft Excel, Social Networking, Adobe Acrobat, Social Media, Adobe Creative Suite, Marketing, Outlook, Editing, CSS, HTML, Graphic Design, Technical Support, Photoshop, Web Design, Customer Service, Troubleshooting, Help Desk Support, Networking
Education
University of Nevada-Las Vegas 2000 — 2005
Management of Information Systems, Information Technology
William Yount William Yount's E.K. Riley Investments, LLC Experience April 2008 - March 2013
Job Director of Investment Strategy | Ridge Creek Capital
Industry Investment Management
Experience
Ridge Creek Capital April 2014 - Present
E.K. Riley Investments, LLC April 2008 - March 2013
E.K. Riley Investments, LLC October 2006 - March 2008
E.K. Riley Investments, LLC September 2005 - October 2006
RedChip Research 2003 - 2004
Skills
Equities, Investments, Portfolio Management, Valuation, Asset Allocation, General Awesomeness, Series 7, Alternative Investments, Asset Management, Automotive Restoration, Investment Strategies, Economics, Equity Research, Bloomberg, FactSet, Financial Modeling, Equity Valuation, Microsoft Excel, Stock Market Analysis, Financial Analysis, Capital Markets
Education
Gonzaga University
Bachelor's Degree, Finance
Ridge Creek Capital April 2014 - Present
E.K. Riley Investments, LLC April 2008 - March 2013
E.K. Riley Investments, LLC October 2006 - March 2008
E.K. Riley Investments, LLC September 2005 - October 2006
RedChip Research 2003 - 2004
Skills
Equities, Investments, Portfolio Management, Valuation, Asset Allocation, General Awesomeness, Series 7, Alternative Investments, Asset Management, Automotive Restoration, Investment Strategies, Economics, Equity Research, Bloomberg, FactSet, Financial Modeling, Equity Valuation, Microsoft Excel, Stock Market Analysis, Financial Analysis, Capital Markets
Education
Gonzaga University
Bachelor's Degree, Finance
Amit Trivedi, CFA's E.K. Riley Investments, LLC Experience August 2009 - Present
Job Senior Vice President, Taxable Fixed Income Trading & Sales E.K. Riley Investments, LLC
Industry Investment Management
Experience
E.K. Riley Investments, LLC August 2009 - Present
Alaska Airlines March 2008 - July 2010
E.K. Riley Investments, LLC / Strand, Atkinson, Williams & York, Inc. January 2005 - March 2008
Morgan Stanley October 2003 - December 2004
BondHub Inc. September 2000 - February 2003
PaineWebber September 1995 - September 2000
Skills
Business Development, Asset Management, Cash Management, Capital Markets, Financial Modeling, Finance, Fixed Income, Hedging, Investments, Marketing, Portfolio Management, Securities, Series 7, Trading, Treasury, Equities
Education
Seattle University 1992 — 1996
Bachelor of Arts (B.A.), Finance, General
E.K. Riley Investments, LLC August 2009 - Present
Alaska Airlines March 2008 - July 2010
E.K. Riley Investments, LLC / Strand, Atkinson, Williams & York, Inc. January 2005 - March 2008
Morgan Stanley October 2003 - December 2004
BondHub Inc. September 2000 - February 2003
PaineWebber September 1995 - September 2000
Skills
Business Development, Asset Management, Cash Management, Capital Markets, Financial Modeling, Finance, Fixed Income, Hedging, Investments, Marketing, Portfolio Management, Securities, Series 7, Trading, Treasury, Equities
Education
Seattle University 1992 — 1996
Bachelor of Arts (B.A.), Finance, General
Mitchell Satz's E.K. Riley Investments, LLC Experience February 2015 - Present
Job Executive Assistant
Industry Financial Services
Experience
E.K. Riley Investments, LLC February 2015 - Present
Suburban Propane March 2008 - April 2013
Cisco Systems 1996 - 2008
Skills
Operations Management, Energy, Project Management, Budgets, Leadership, Management, Process Improvement, Program Management, Project Planning, Strategic Planning, Cross-functional Team..., Team Building, Customer Service, Business Strategy, Vendor Management, Business Analysis, Integration, Team Leadership, Strategy, Negotiation, Microsoft Office, Analysis, Business Development, Enterprise Software, New Business Development, Coaching, Microsoft Excel, Business Process..., Account Management, Business Intelligence, Sales Operations
Education
University of California, Los Angeles 1989 — 1992
Bachelor of Arts (B.A.), Economics
E.K. Riley Investments, LLC February 2015 - Present
Suburban Propane March 2008 - April 2013
Cisco Systems 1996 - 2008
Skills
Operations Management, Energy, Project Management, Budgets, Leadership, Management, Process Improvement, Program Management, Project Planning, Strategic Planning, Cross-functional Team..., Team Building, Customer Service, Business Strategy, Vendor Management, Business Analysis, Integration, Team Leadership, Strategy, Negotiation, Microsoft Office, Analysis, Business Development, Enterprise Software, New Business Development, Coaching, Microsoft Excel, Business Process..., Account Management, Business Intelligence, Sales Operations
Education
University of California, Los Angeles 1989 — 1992
Bachelor of Arts (B.A.), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY