Envestnet Tamarac
Address: 701 5th Ave, Seattle, WA 98104 Phone: (866) 525-8811Hours: : Category: : Place name: : : Website: : : Website: https://www.tamaracinc.com/ Category: Financial Planner 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 Envestnet | Tamarac Posting publicly on the Web Write a review Reviews 2 Google reviews
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Envestnet Tamarac Employees
Envestnet Tamarac March 2010 - Present
Empirical Wealth Management, LLC June 2006 - February 2010
Education
College for Financial Planning
Financial Planning
University of Washington, Michael G. Foster School of Business 2002 — 2006
Business, Finance, Finance
Costco Wholesale April 2013 - Present
Envestnet Tamarac March 2012 - February 2013
Applied Discovery December 2008 - March 2012
Zillow.com November 2007 - October 2008
AT&T Wireless 2004 - 2007
VeriTest 2003 - 2004
RedV 2002 - 2003
Web3000 1998 - 2001
NetManage 1995 - 1998
Skills
Agile Methodologies, Quality Assurance, Testing, Regression Testing, SQL, Scrum, Manual Testing, SDLC, Software Quality..., Technical Support
Education
Bellevue College
Seattle Central Community College
Envestnet Tamarac January 2015 - Present
Envestnet Tamarac January 2013 - January 2015
Tamarac Inc. November 2011 - January 2013
Sageworks, Inc. June 2011 - November 2011
Skills
Account Management, Sales Management, Portfolio Management, Sales, Investments, Salesforce.com, Financial Analysis, Customer Service, Project Management, SAS, Microsoft SQL Server, Microsoft Office, New Business Development, Service Management
Education
Elon University 2007 — 2011
BA, Economics, Sport & Event Management
Aether Investment Partners, LLC October 2013 - Present
Envestnet Tamarac May 2012 - July 2013
Abraham Trading Co. May 2010 - August 2010
Abraham Trading Co. May 2009 - August 2009
Skills
Investments
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Economics
Westlake High School
Envestnet Tamarac January 2015 - Present
Wilshire Associates January 2012 - September 2014
BI-SAM Technologies August 2010 - January 2012
StatPro September 2007 - August 2010
Mellon Analytical Solutions September 2005 - September 2007
Russell/Mellon January 1999 - September 2005
Frank Russell October 1994 - December 1998
Skills
Performance Attribution, GIPS Compliance, Management, Project Management, Performance Management, Performance Measurement, Analytics, Data Analysis, Team Leadership, Employee Training, Client Services, Client Relations, Client Training, Client Education, Pre-sales, Sales Presentations, Public Speaking, Transaction Processing, Reporting & Analysis, Report Design, Product Design, Business Development, Portfolio Management, Asset Management, Financial Modeling, Equities, Asset Managment, Fixed Income, Attribution, Investments, Hedge Funds, Product Management, Capital Markets, Financial Risk, Business Analysis, Financial Services, Risk Management, Derivatives, Alternative Investments, Mutual Funds
Education
University of Puget Sound 1991 — 1994
Finance, Finance
Colorado State University 1977 — 1981
redothecube September 2015 - Present
HighTower August 2015 - Present
A Crazy Idea aka Startup August 2015 - Present
The Portrait Group, LLC November 2013 - August 2015
Envestnet Tamarac January 2013 - November 2013
Envestnet Tamarac December 2011 - January 2013
Mediant Communications February 2011 - December 2011
French/West/Vaughan August 2009 - March 2010
Mediant Communications October 2008 - August 2009
Skills
SQL, Financial Reporting, Data Analysis, Financial Analysis, Microsoft SQL Server, Customer Service, Microsoft Office, Investments, Portfolio Management, Microsoft Excel, Research, Business Analysis, Investor Relations, Public Relations, Team Building, Consulting, Analytics, Client Services, Project Management, Client Service, Rebalancing, RIA, Small Business, Corporate Governance, Microsoft Dynamics, CRM, Leadership, Finance
Education
North Carolina State University 2006 — 2010
Business Administration, Finance and Marketing
UNC Kenan-Flagler January 2015 - Present
Morgan Stanley June 2015 - August 2015
University of North Carolina at Chapel Hill August 2014 - May 2015
Credit Suisse April 2015 - April 2015
Wells Fargo Securities October 2014 - October 2014
Envestnet Tamarac June 2014 - August 2014
Google June 2014 - June 2014
JP's Asian Bistro April 2012 - April 2012
Education
University of North Carolina at Chapel Hill 2013 — 2017
B.S. Business Administration, Chinese Minor, Sophomore
Copenhagen Business School 2015 — 2015
Bachelor of Science Business Administration (B.S.B.A.), Business Administration, Junior
The Chinese University of Hong Kong (CUHK) Business School 2015 — 2016
Bachelor of Science Business Administration (B.S.B.A.), Business Administration, Junior
IES Abroad - Santiago, Chile 2014 — 2014
Summer Study Abroad, Business Administration and Spanish
Envestnet Tamarac July 2015 - Present
Envestnet Tamarac June 2014 - July 2015
MK Property Services, LLC September 2012 - June 2014
Westfield June 2011 - June 2012
Accelerated Freight, Inc. June 2006 - May 2011
Chapman University February 2008 - January 2010
Chapman University August 2009 - December 2009
Skills
Data Analysis, SQL Server Management..., Microsoft Office, Salesforce.com, Market Research, Strategic Planning, Project Management, Business Planning, Business Development, Wireless Networking, Social Networking, Adobe Acrobat, Qualitative Research, Quantitative Research, Windows 7, Android, Chrome, Business Plan..., Office Equipment, CRM, Sales Operations, Microsoft Excel, Social Media
Education
Chapman University, The George L. Argyros School of Business and Economics 2008 — 2010
MBA, Business Administration
University of Washington 2005 — 2007
BA, Geography - Economy, Environment, and Sustainability
The Overlake School 1997 — 2004
Highschool
Envestnet Tamarac July 2013 - Present
Envestnet Tamarac August 2011 - June 2013
Tamarac Inc. May 2008 - July 2011
Jensen Investment Mangement March 2006 - March 2008
Investors Bank & Trust November 2003 - February 2006
Investors Bank & Trust April 2002 - October 2003
Alaska Airlines June 1998 - November 2001
US Navy February 1994 - September 1997
Skills
Customer Relations, Problem Solving, Team Building, Portfolio Management, Asset Management, Compliance, Investments, Leadership, Project Management, SDLC, Process Improvement, CRM, Analysis, Management, Integration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MBA
University of Washington 1997 — 2001
BA
Florida Institute of Technology 1992 — 1993
Envestnet Tamarac November 2014 - Present
Lisa's Loving Care August 2014 - Present
The Church of Jesus Christ of Latter-day Saints January 2014 - Present
HarborCloud January 2014 - November 2014
Scotts Lawn Service March 2012 - November 2013
AC Moate Green Solutions August 2010 - January 2012
Plantscapes Inc. October 2009 - August 2010
Brigham Young October 2005 - August 2008
Skills
Quickbooks, Excel, Quicken, Accounting, QuickBooks, Microsoft Excel, Peachtree, Managerial Finance, Leadership, Accounts Receivable, Management, Cost Accounting, Tax, Auditing, Project Management, Customer Service
Education
North Seattle Community College 2010 — 2013
Certificate, Accounting, 3.45
Brigham Young University 2002 — 2008
Bachelors Landscape, Management
GE Healthcare June 2015 - Present
Groupon April 2013 - June 2015
Envestnet Tamarac September 2009 - March 2013
Microsoft September 2005 - July 2009
PUBLICIS HEALTHCARE COMMUNICATIONS GROUPE April 2005 - September 2005
Skills
C#, SQL, XML, DHTML, T-SQL, .NET, JavaScript, Windows, ASP.NET, Agile Methodologies, WCF, Microsoft SQL Server, AJAX, HTML, C++, Java, Databases, Design Patterns, Database Design, Software Development, Web Applications, Web Services, Requirements Analysis
Education
Beihang University
Bachelor of Science (BS), Computer Science
Michigan State University
Master's degree, Computer Science
Envestnet Tamarac January 2015 - Present
Aon Hewitt April 2014 - January 2015
Wells Fargo November 2009 - June 2011
Wells Fargo April 2007 - November 2009
Banc of America Investment Services Inc November 2006 - April 2007
Skills
Bloomberg, Word, Excel, Factset, Critical Thinking, Crystal Ball, Siebel, Financial Modeling, Monte Carlo Simulation, Financial Software, Outlook, Access, Microsoft Office, Morningstar, Financial Analysis, Microsoft Excel, Quantitative Analytics, Forecasting, Investments, Financial Reporting, Asset Allocation, Series 7, Portfolio Management, Accounting Applications, Securities, Equities, Investment Management, Trading, Derivatives, Microsoft Word, Fixed Income
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
MBA, Finance
University of North Carolina at Chapel Hill 1994 — 2000
B.A
LSHS
Stonegate Financial, An Independent Firm January 2015 - Present
Stonegate Financial, An Independent Firm August 2014 - December 2014
Envestnet Tamarac August 2013 - August 2014
Envestnet Tamarac June 2012 - August 2013
USA Baseball January 2011 - October 2011
Navy Federal Credit Union May 2010 - July 2010
Skills
Financial Accounting, Account Management, Accounts Receivable, Accounts Payable, Market Research, Financial Services, Relationship Management, Data Analysis, Account Reconciliation, Client Relations Skills, Customer Service, CRM, Accounting, Financial Analysis
Education
North Carolina State University 2008 — 2012
Bachelor of Science, Accounting-Financial Analysis Concentration
Envestnet Tamarac September 2015 - Present
Envestnet Tamarac August 2013 - Present
Volt October 2012 - August 2013
Volt Technical Resources June 2012 - October 2012
VMC June 2011 - June 2012
InvestED September 2011 - December 2011
Flinn Ferguson Corporate Real Estate June 2009 - September 2009
Skills
Blogging, Social Media, Microsoft Excel, PowerPoint, Visio, SharePoint, CRM, Sourcing, Social Marketing, Social Networking, Outlook, Teamwork, Team Leadership, Email Marketing, Public Relations, Applicant Tracking..., Event Planning, Benefits Negotiation, Technical Recruiting, Outsourcing, Internet Recruiting, Management, Marketing Communications, Account Management, SDLC, Social Media Marketing, Time Management, SEO, Recruiting, Contract Recruitment, Software Documentation, Temporary Placement, Sales, Microsoft Word, Content Management, Consulting, Sales Operations, Facebook, Microsoft Office, Screening Resumes, Staffing Services, Public Speaking, Cold Calling, Customer Service, Talent Acquisition, Marketing, Team Building
Education
Seattle University
BA, Strategic Communications
Envestnet Tamarac August 2015 - Present
Envestnet Tamarac January 2015 - August 2015
Coleman Research November 2014 - December 2014
Coleman Research March 2014 - November 2014
Coleman Research February 2012 - February 2014
Skills
Research, Primary Research, Data Analysis, Leadership, SPSS, Microsoft Office, Training, Management, Healthcare, Microsoft Excel, Community Outreach, Customer Service, Sales, Recruiting, Program Management, Strategic Planning, Analysis, Business Development, Interviewing Skills, Interviewing Subject..., Market Research
Education
Georgetown University 2007 — 2011
BA, Anthropology; Theater and Performance Studies Minor
Stellenbosch University/Universiteit Stellenbosch 2010 — 2010
Study Abroad - South Africa
McGhee Center for Eastern Mediterranean Studies 2009 — 2009
Study Abroad - Turkey
Wyoming Area 2001 — 2007
Envestnet Tamarac March 2015 - Present
Fidelity Investments August 2012 - March 2015
Drucker and Falk December 2012 - June 2014
Charles & Colvard November 2011 - November 2012
Charles & Colvard January 2011 - November 2011
Skills
Merchandising, Microsoft Excel, Microsoft Office, Jewelry, Sales, Negotiation, Project Planning, Investments, Retirement
Education
East Carolina University 2014 — 2016
Master of Business Administration (M.B.A.) Candidate
Emory University 2006 — 2010
Bachelors, Economics
Envestnet Tamarac August 2015 - Present
Envestnet Tamarac January 2015 - August 2015
Envestnet Tamarac August 2014 - January 2015
Envestnet Tamarac August 2013 - August 2014
HighTower Scannell Wealth Management April 2011 - July 2013
American Cancer Society February 2010 - April 2011
Bankers Alliance, LLC June 2009 - January 2010
Chicago Bandits May 2009 - August 2009
Milwaukee Bucks October 2007 - May 2009
Marquette University Admissions Office September 2006 - May 2009
Skills
Event Management, Advertising, Marketing Research, Data Processing, Event Planning, Social Media, Public Speaking, Financial Operations, Fundraising, Marketing, Customer Service, Public Relations, Microsoft Office, PowerPoint, Social Media Marketing, Microsoft Excel, Research, Marketing Communications, Leadership, Microsoft Word, Sales, Training
Education
Marquette University 2005 — 2009
B.S. in Business Administration, Economics, Marketing
Brophy College Preparatory 2001 — 2005
Validic June 2015 - Present
ChannelAdvisor November 2013 - May 2015
NC Office of the State Auditor September 2012 - November 2013
Envestnet Tamarac October 2011 - September 2012
ChannelAdvisor October 2010 - October 2011
Schwab Performance Technologies June 2009 - October 2010
SECU May 2008 - June 2009
Skills
SQL, Salesforce.com, Process Improvement, Customer Service, Data Analysis
Education
North Carolina State University - College of Management 2003 — 2008
B.S., Accounting - Information Systems
North Carolina State University
Envestnet Tamarac January 2015 - Present
Iowa Democratic Party September 2014 - Present
JET Program July 2012 - July 2014
Beloit College August 2010 - May 2012
Organizing for Action May 2011 - August 2011
Skills
Intermediate Japanese, Microsoft Office, SAS, Minitab, Research, Event Planning, Community Outreach, Social Media, PowerPoint, Microsoft Word
Education
Beloit College 2008 — 2012
Bachelor of Economics, Asian Studies Minor, 3.5 GPA
Envestnet Tamarac July 2012 - Present
Jubilee Women's Center February 2012 - July 2012
Centaurus Energy January 2010 - March 2011
Centaurus Energy January 2006 - December 2009
Centaurus Energy January 2005 - December 2005
Skills
Microsoft Excel, Microsoft Word, Access, PowerPoint, Outlook, Apple OS, Bloomberg, eConfirm
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2004
Bachelor of Business Administration, Finance
Università Commerciale 'Luigi Bocconi' 2003 — 2003
Semester Abroad
Envestnet-Tamarac June 2013 - Present
Envestnet-Tamarac October 2011 - Present
Sageworks, Inc May 2011 - September 2011
Skills
CRM, Microsoft Office, Portfolio Management, Financial Analysis
Education
North Carolina State University 2007 — 2011
Bachelor of Science, Accounting
North Carolina State University
Bachelor of Science, Accounting; Financial Analysis
Envestnet Tamarac April 2015 - Present
Envestnet Tamarac July 2014 - April 2015
Envestnet Tamarac June 2013 - July 2014
Envestnet Tamarac May 2012 - June 2013
Tamarac Inc. November 2011 - May 2012
Josh Hampton Painting June 2010 - October 2011
Portfolio Management I, II, and III (Gonzaga University courses) January 2009 - May 2010
Gonzaga University September 2008 - March 2009
Gonzaga University May 2008 - July 2008
Gonzaga University September 2006 - May 2008
Skills
Financial Analysis, Analysis, Entrepreneurship, Access, Management, Fundraising, Microsoft Excel, PowerPoint, Customer Service, Research, Investments, Outlook, Accounting, Time Management, Strategy
Education
Gonzaga University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Economics
Envestnet Tamarac May 2012 - Present
Tamarac, Inc January 2007 - May 2012
Who's Calling April 2004 - December 2006
xSides Corporation July 1999 - March 2004
Ticketmaster, IACI October 1995 - July 1999
KPMG LLP August 1984 - October 1995
Skills
SaaS, Cloud-based, Mergers & Acquisitions, Divestiture Experience, Initial Public Offerings, Capital Raising, Start-ups, Strategic Planning, Sales&Marketing, Building High..., Product Development, Implementation Planning, Key Client Relationships, Financial Structuring, SEC filings, Team Building, Strategy, Business Strategy, Leadership, Business Development, Management, Mergers, Investments, Pricing, Contract Negotiation, Financial & Operational..., E-commerce, Sales, Product Management, Salesforce.com, IPO, Product Marketing, Marketing, CRM, Venture Capital, Executive Management, Lead Generation
Education
The University of Texas at Austin 1981 — 1984
BS, Accounting
Envestnet Tamarac January 2015 - Present
Envestnet Tamarac March 2014 - January 2015
FBR Capital Markets August 2011 - August 2013
J.P. Morgan March 2010 - August 2011
BMO Capital Markets July 2009 - March 2010
Friedman Billings Ramsey September 2007 - November 2008
MF Global April 2007 - July 2007
Bear Stearns February 2004 - March 2007
Skills
Options, Trading, Investments, Equities, Investment Banking, Middle Office, Fixed Income
Education
Ithaca College 1998 — 2002
Ithaca College
Bachelor of Arts degree, Sociology
Envestnet Tamarac October 2011 - Present
Schwab Performance Technologies July 2011 - October 2011
Schwab Performance Technologies July 2010 - July 2011
Nourish International December 2008 - July 2009
Northwestern Mutual June 2008 - September 2008
Lineberger Comprehensive Cancer Center 2007 - 2008
Ancient World Mapping Center August 2004 - August 2007
Skills
PortfolioCenter, Microsoft Excel, Tamarac Advisor
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, Anthropology, Classical Archaeology
Travel February 2014 - December 2014
Envestnet Tamarac July 2013 - February 2014
Envestnet Tamarac September 2012 - June 2013
Envestnet Tamarac January 2012 - September 2012
Tamarac Inc. June 2011 - January 2012
Private Wealth Northwest January 2011 - June 2011
Vestas April 2010 - August 2010
Central Washington University September 2006 - June 2008
Skills
Financial Modeling, Data Analysis, Project Management, Process Improvement, SQL, R, PortfolioCenter, Microsoft Excel
Education
Portland State University - School of Business 2009 — 2010
Master of Science, Financial Analysis
Central Washington University 2004 — 2008
Bachelor of Science, Managerial Economics & Business Administration with specialization in Finance
Envestnet Tamarac January 2009 - Present
Hidden City Games June 2008 - October 2008
HouseValues May 2006 - June 2008
Microsoft July 2003 - May 2006
Skills
C#, Microsoft SQL Server, JavaScript, jQuery
Education
Massachusetts Institute of Technology 1998 — 2003
MS, Computer Science
Envestnet Tamarac January 2015 - Present
Envestnet Tamarac May 2012 - January 2015
Tamarac Advisor Services September 2010 - May 2012
Tamarac Advisor Services September 2009 - September 2010
Skills
Portfolio Management, Wealth Management, Investments, Asset Management, Financial Analysis, Asset Allocation, Financial Services, Strategic Financial..., Trading, Alternative Investments, Investment Management, Mutual Funds, Investment Strategies, Management, Leadership, Microsoft Excel, Account Management
Education
Washington State University 2007 — 2009
B.A., Finance
Gonzaga University 2004 — 2006
Fiserv November 2014 - Present
Envestnet Tamarac September 2012 - November 2014
Envestnet Tamarac November 2011 - September 2012
Normet Industries Ltd. 2008 - 2008
Douceur International Ltd 2005 - 2007
Skills
Business Analysis, Financial Analysis, Investments, Finance, Accounting, Process Improvement, Customer Service, Analysis, International Business, Economics, Data Analysis, Microsoft Office, Account Management, QuickBooks, Financial Modeling, Access, Risk Management, Leadership, Portfolio Management, Strategic Financial..., Java, HTML, Stata, T-SQL, VBA, SAS, Microsoft CRM, Financial Planning
Education
University of North Carolina at Chapel Hill
B.A. (with Distinction)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Envestnet Tamarac June 2013 - Present
Envestnet Tamarac November 2011 - June 2013
The Private Client Reserve at U.S. Bank January 2010 - November 2011
Charles Schwab Trust Company December 2005 - October 2009
Skills
Investments, Portfolio Management, SQL, Risk Management, SaaS, CRM, Financial Services, Wealth Management, Asset Allocation, Trading, Investment Management, Product Management, Process Improvement, Asset Management, Customer Service, Project Management
Education
University of Washington 2014 — 2015
Certificate in Software Product Management
Arizona State University - W. P. Carey School of Business 2005 — 2009
Bachelor's Degree, Business
Envestnet Tamarac May 2015 - Present
Envestnet Tamarac October 2013 - April 2015
SECU September 2012 - October 2013
Financial Symmetry, Inc. February 2011 - April 2012
Professional Service Industries, Inc. (PSI) May 2008 - August 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Data Analysis
Education
North Carolina State University 2007 — 2012
Business Administration, Finance
North Carolina State University - College of Management 2007 — 2012
Business Administration, Finance
Envestnet Tamarac July 2013 - May 2014
State Street 2010 - 2011
State Street 2006 - 2010
State Street 2005 - 2006
Skills
Data Analysis, Statistics, Databases, SQL, Quality Auditing, Microsoft SQL Server, MySQL, Business Intelligence, T-SQL, Public Speaking, SaaS, SSIS, Relational Databases, Regular Expressions, Powershell, C#, Foreign Currency, Foreign Languages, Linguistics
Education
Háskóli Íslands / University of Iceland
Certificate
Univeristy of Massachusetts at Amherst
Bachelor of Science (BS), Mathematics