Evergreen Capital Management
Industry: Company
DescriptionFounded: 1983
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Evergreen Capital Management Employees
Employee
Years
Job
Industry
Ben Huang Ben Huang's Evergreen Capital Management Experience September 2013 - December 2013
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Piper Jaffray June 2014 - August 2014
Evergreen Capital Management September 2013 - December 2013
Relaborate, Inc. June 2012 - August 2012
Central Park Tennis Club September 2010 - August 2012
Skills
Microsoft Office, Leadership, R, ThomsonOne, InDesign, Economics, Research, Python, Public Speaking, Teamwork
Education
Carleton College 2011 — 2015
Bachelor of Arts (BA), Economics
University of Cambridge 2013 — 2013
Study Abroad Program, Economics
Piper Jaffray June 2015 - Present
Piper Jaffray June 2014 - August 2014
Evergreen Capital Management September 2013 - December 2013
Relaborate, Inc. June 2012 - August 2012
Central Park Tennis Club September 2010 - August 2012
Skills
Microsoft Office, Leadership, R, ThomsonOne, InDesign, Economics, Research, Python, Public Speaking, Teamwork
Education
Carleton College 2011 — 2015
Bachelor of Arts (BA), Economics
University of Cambridge 2013 — 2013
Study Abroad Program, Economics
Rosann Farmer Rosann Farmer's Evergreen Capital Management Experience June 2007 - September 2009
Job Team Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management September 2013 - Present
Merrill Lynch May 2011 - August 2013
Management Specialists, LLC November 2010 - May 2011
Action Coach September 2009 - December 2010
Evergreen Capital Management June 2007 - September 2009
Banc of America Investments June 2006 - June 2007
Morgan Stanley 1981 - 2006
Skills
Wealth Management, Business Development, Leadership Development, Coaching, Business Planning, Entrepreneurship, Leadership, Selling, Sales Management, Management, Training, Public Speaking, Executive Management, Banking, Sales
Education
Central Washington University 1974 — 1978
BS, Psychology/Sociology
Franklin Pierce 1971 — 1974
GED
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management September 2013 - Present
Merrill Lynch May 2011 - August 2013
Management Specialists, LLC November 2010 - May 2011
Action Coach September 2009 - December 2010
Evergreen Capital Management June 2007 - September 2009
Banc of America Investments June 2006 - June 2007
Morgan Stanley 1981 - 2006
Skills
Wealth Management, Business Development, Leadership Development, Coaching, Business Planning, Entrepreneurship, Leadership, Selling, Sales Management, Management, Training, Public Speaking, Executive Management, Banking, Sales
Education
Central Washington University 1974 — 1978
BS, Psychology/Sociology
Franklin Pierce 1971 — 1974
GED
Rebecca Ledford's Evergreen Capital Management Experience May 2007 - November 2007
Job Payroll Practitioner III at Valmont Industries
Industry Human Resources
Experience
Valmont Industries October 2014 - Present
Payroll Maxx November 2013 - October 2014
Signal 88 Security December 2012 - November 2013
Aureus Medical Group July 2011 - November 2012
InfoUSA November 2008 - July 2011
Evergreen Capital Management May 2007 - November 2007
Bradley-Morris, Inc. August 2004 - April 2007
Skills
Account Management, New Business Development, Sales Management, Customer Service, Security, Sales, Security Management, Direct Sales, Payroll, Team Building, Training, Leadership, Recruiting, Team Leadership, Contract Negotiation, Human Resources, Microsoft Office, Interviews, Strategic Planning, Employee Relations, Budgets, Management
Education
Brigham Young University - Idaho 1987 — 1989
Elementary Education and Teaching
Valmont Industries October 2014 - Present
Payroll Maxx November 2013 - October 2014
Signal 88 Security December 2012 - November 2013
Aureus Medical Group July 2011 - November 2012
InfoUSA November 2008 - July 2011
Evergreen Capital Management May 2007 - November 2007
Bradley-Morris, Inc. August 2004 - April 2007
Skills
Account Management, New Business Development, Sales Management, Customer Service, Security, Sales, Security Management, Direct Sales, Payroll, Team Building, Training, Leadership, Recruiting, Team Leadership, Contract Negotiation, Human Resources, Microsoft Office, Interviews, Strategic Planning, Employee Relations, Budgets, Management
Education
Brigham Young University - Idaho 1987 — 1989
Elementary Education and Teaching
Olesya Sinitsa, CFA Olesya Sinitsa, CFA's Evergreen Capital Management Experience October 2004 - Present
Job Director of Research at Evergreen Capital Management
Industry Investment Management
Experience
Evergreen Capital Management October 2004 - Present
McKinley Capital Management 1999 - 2003
Education
University of Alaska Anchorage 1995 — 1999
Bachelor's Degree, Mathematics and Computer Science
Far Eastern State University 1992 — 1995
Computer Science
Evergreen Capital Management October 2004 - Present
McKinley Capital Management 1999 - 2003
Education
University of Alaska Anchorage 1995 — 1999
Bachelor's Degree, Mathematics and Computer Science
Far Eastern State University 1992 — 1995
Computer Science
Adam Hay Adam Hay's Evergreen Capital Management Experience March 2010 - June 2011
Job Sr. Copywriter / Content Specialist at Deloitte Digital
Industry Internet
Experience
Deloitte Digital July 2013 - Present
Nordstrom February 2013 - July 2013
Blast Radius June 2011 - July 2012
Evergreen Capital Management March 2010 - June 2011
Skills
Email Marketing, Copywriting, Advertising, Facebook, Marketing Communications, Social Media, Copy Editing, Marketing, Interactive Marketing, Video, Interviews, Digital Marketing, Social Media Marketing, Online Advertising, Online Marketing, Digital Media, Creative Direction, Brand Development
Education
Seattle University 2003 — 2007
Finance, Minor: Marketing, Business Administration
Deloitte Digital July 2013 - Present
Nordstrom February 2013 - July 2013
Blast Radius June 2011 - July 2012
Evergreen Capital Management March 2010 - June 2011
Skills
Email Marketing, Copywriting, Advertising, Facebook, Marketing Communications, Social Media, Copy Editing, Marketing, Interactive Marketing, Video, Interviews, Digital Marketing, Social Media Marketing, Online Advertising, Online Marketing, Digital Media, Creative Direction, Brand Development
Education
Seattle University 2003 — 2007
Finance, Minor: Marketing, Business Administration
Thomas Eulberg Thomas Eulberg's Evergreen Capital Management Experience September 2010 - Present
Job Evergreen GaveKal
Industry Investment Management
Experience
Evergreen Capital Management September 2010 - Present
Shorewood High School September 2010 - Present
Evergreen Capital Management June 2009 - August 2009
Nordstrom June 2008 - August 2008
Grand Slam Baseball Camp June 2006 - August 2007
Dr. Michael Eulberg January 2005 - August 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Marketing, Morningstar, PowerPoint, Investments, Strategic Financial..., Wealth Management, Financial Analysis, Outlook, Access, Research, Customer Service, Sales, Analysis
Education
University of San Diego 2006 — 2010
Bachelor, Finance
Bishop Blanchet High School 2002 — 2006
Evergreen Capital Management September 2010 - Present
Shorewood High School September 2010 - Present
Evergreen Capital Management June 2009 - August 2009
Nordstrom June 2008 - August 2008
Grand Slam Baseball Camp June 2006 - August 2007
Dr. Michael Eulberg January 2005 - August 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Finance, Marketing, Morningstar, PowerPoint, Investments, Strategic Financial..., Wealth Management, Financial Analysis, Outlook, Access, Research, Customer Service, Sales, Analysis
Education
University of San Diego 2006 — 2010
Bachelor, Finance
Bishop Blanchet High School 2002 — 2006
Ladd Moore's Evergreen Capital Management Experience August 2007 - October 2009
Job Vice President at Uresco Construction Materials
Industry Building Materials
Experience
Uresco Construction Materials October 2009 - Present
Evergreen Capital Management August 2007 - October 2009
Jim Ogonowski for Congress April 2007 - August 2007
Healey for Governor May 2006 - December 2006
Massachusette Republican Party 2005 - 2006
Massachusetts House of Representatives December 2004 - June 2005
Skills
Construction, Sales, Residential Homes, Political Campaigns, Grassroots Organizing, Budgets, Legislative Relations, Politics, Strategic Communications, Fundraising, Public Policy, Strategic Planning
Education
College of the Holy Cross 2000 — 2004
O'Dea High School 1996 — 2000
Uresco Construction Materials October 2009 - Present
Evergreen Capital Management August 2007 - October 2009
Jim Ogonowski for Congress April 2007 - August 2007
Healey for Governor May 2006 - December 2006
Massachusette Republican Party 2005 - 2006
Massachusetts House of Representatives December 2004 - June 2005
Skills
Construction, Sales, Residential Homes, Political Campaigns, Grassroots Organizing, Budgets, Legislative Relations, Politics, Strategic Communications, Fundraising, Public Policy, Strategic Planning
Education
College of the Holy Cross 2000 — 2004
O'Dea High School 1996 — 2000
Jeff Dicks, CFA's Evergreen Capital Management Experience August 2011 - Present
Job Portfolio Associate at Evergreen Capital Management
Industry Financial Services
Experience
Evergreen Capital Management August 2011 - Present
Bloomberg May 2009 - July 2011
Bloomberg April 2008 - July 2011
Merrill Lynch June 2006 - August 2006
Skills
Hedge Funds, Electronic Trading, Bloomberg Terminal, Fund Of Funds, Derivatives, Financial Modeling, Series 63, Fixed Income, Series 7, Capital Markets, Bloomberg, Equities, Alternative Investments, Valuation, Bonds, Financial Markets, Portfolio Management, Financial Analysis, Investments, Asset Management, Trading
Education
Cornell University 2003 — 2007
Bachelor of Agriculture and Life Science, Applied Economics and Management with concentration in Finance
Evergreen Capital Management August 2011 - Present
Bloomberg May 2009 - July 2011
Bloomberg April 2008 - July 2011
Merrill Lynch June 2006 - August 2006
Skills
Hedge Funds, Electronic Trading, Bloomberg Terminal, Fund Of Funds, Derivatives, Financial Modeling, Series 63, Fixed Income, Series 7, Capital Markets, Bloomberg, Equities, Alternative Investments, Valuation, Bonds, Financial Markets, Portfolio Management, Financial Analysis, Investments, Asset Management, Trading
Education
Cornell University 2003 — 2007
Bachelor of Agriculture and Life Science, Applied Economics and Management with concentration in Finance
Kim Harlan's Evergreen Capital Management Experience May 2007 - March 2011
Job Nursing Student
Industry Hospital & Health Care
Experience
Starbucks March 2011 - September 2013
UW Medicine January 2013 - June 2013
Evergreen Capital Management May 2007 - March 2011
Starbucks Coffee Company 2001 - 2007
Skills
Microsoft Excel, PowerPoint, Event Planning, Data Entry, Social Media, Outlook, Microsoft Word, Microsoft Office, Customer Service, Time Management, Inventory Management, Customer Satisfaction, Merchandising, Epic Systems, LifeImage, Centricity, PACS-RIS
Education
Seattle University 2013 — 2015
Bachelor of Science (BS) in Nursing, Registered Nursing/Registered Nurse
Bellevue College 2011 — 2012
Pre-Nursing Studies
Bellevue College 2007 — 2009
Associate of Arts and Sciences (AAS)
University of Washington 2001 — 2002
Starbucks March 2011 - September 2013
UW Medicine January 2013 - June 2013
Evergreen Capital Management May 2007 - March 2011
Starbucks Coffee Company 2001 - 2007
Skills
Microsoft Excel, PowerPoint, Event Planning, Data Entry, Social Media, Outlook, Microsoft Word, Microsoft Office, Customer Service, Time Management, Inventory Management, Customer Satisfaction, Merchandising, Epic Systems, LifeImage, Centricity, PACS-RIS
Education
Seattle University 2013 — 2015
Bachelor of Science (BS) in Nursing, Registered Nursing/Registered Nurse
Bellevue College 2011 — 2012
Pre-Nursing Studies
Bellevue College 2007 — 2009
Associate of Arts and Sciences (AAS)
University of Washington 2001 — 2002
Hilary Salkind's Evergreen Capital Management Experience February 2008 - January 2009
Job Executive Assistant
Industry Computer Software
Experience
The TAS Group June 2014 - June 2015
Overlake Hospital October 2012 - March 2013
Overlake Hospital July 2010 - October 2012
Lee Hecht Harrison January 2009 - December 2009
Evergreen Capital Management February 2008 - January 2009
Skills
Executive..., Project Management, Sales Enablement Tools, Salesforce.com, Human Resources, Organizational..., Program Management, New Hire Processes, Onboarding, New Hire Orientations, Recruiting, Training, Event Planning, Sales Presentations, Adobe Creative Suite, CRM, Training Coordination, Management, HRIS, Mentoring New Hires
Education
University of Puget Sound
BA, Economics
SmartPath LLC
Project Management Certification Courses
Bellevue Community College
Completed, Human Resource Management Certification Program
Vashon Island High School
The TAS Group June 2014 - June 2015
Overlake Hospital October 2012 - March 2013
Overlake Hospital July 2010 - October 2012
Lee Hecht Harrison January 2009 - December 2009
Evergreen Capital Management February 2008 - January 2009
Skills
Executive..., Project Management, Sales Enablement Tools, Salesforce.com, Human Resources, Organizational..., Program Management, New Hire Processes, Onboarding, New Hire Orientations, Recruiting, Training, Event Planning, Sales Presentations, Adobe Creative Suite, CRM, Training Coordination, Management, HRIS, Mentoring New Hires
Education
University of Puget Sound
BA, Economics
SmartPath LLC
Project Management Certification Courses
Bellevue Community College
Completed, Human Resource Management Certification Program
Vashon Island High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY