Finity Group, LLC
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Finity Group, LLC Employees
Employee
Years
Job
Industry
Arun Varghese Arun Varghese's Finity Group, LLC Experience June 2014 - September 2014
Job Capital Markets and Treasury Intern at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital August 2015 - Present
Oregon State Investment Group January 2014 - Present
Oregon State Finance Club July 2014 - June 2015
Oregon State Investment Group March 2014 - June 2015
Finity Group, LLC June 2014 - September 2014
Skills
Investments, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Portfolio Management, Leadership, Management, Social Media, Financial Analysis
Education
Oregon State University 2011 — 2015
Bachelor of Science (B.S.), Bachelor of Science (B.S.), Finance, Economics
Aequitas Capital August 2015 - Present
Oregon State Investment Group January 2014 - Present
Oregon State Finance Club July 2014 - June 2015
Oregon State Investment Group March 2014 - June 2015
Finity Group, LLC June 2014 - September 2014
Skills
Investments, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Portfolio Management, Leadership, Management, Social Media, Financial Analysis
Education
Oregon State University 2011 — 2015
Bachelor of Science (B.S.), Bachelor of Science (B.S.), Finance, Economics
Kristen Philistine's Finity Group, LLC Experience February 2015 - June 2015
Job Financial Professional Associate at Prudential
Industry Financial Services
Experience
Prudential Financial July 2015 - Present
Career Strategies March 2014 - Present
University of Washington, Bothell March 2015 - June 2015
Finity Group, LLC February 2015 - June 2015
United Way of Snohomish County January 2015 - April 2015
Greystar May 2013 - March 2014
PetSmart September 2011 - May 2013
Bay Glen Animal Hospital December 2010 - August 2011
NASA Pet Hospital October 2010 - December 2010
Skills
Customer Service, Microsoft Office, Teamwork, Microsoft Excel, Data Entry, Telephone Skills, Communication, Microsoft Word, Time Management, PowerPoint, Public Speaking, Research, Leadership, Outlook, Dependable Team Player, Attention to Detail, Laboratory, Always Punctual, Team Leadership, Data Analysis, Finance, Accounting, Leasing, OneSite, Financial Analysis, Financial Statement..., Client Education, Computers, Business Writing, Sales, Tutoring, Training
Education
University of Washington 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.7
Cascadia Community College 2011 — 2013
Associate in Business, Business, 3.67
Vet Tech Institute of Houston 2009 — 2010
Associate of Applied Science, Veterinary/Animal Health Technology/Technician and Veterinary Assistant, 3.48
Prudential Financial July 2015 - Present
Career Strategies March 2014 - Present
University of Washington, Bothell March 2015 - June 2015
Finity Group, LLC February 2015 - June 2015
United Way of Snohomish County January 2015 - April 2015
Greystar May 2013 - March 2014
PetSmart September 2011 - May 2013
Bay Glen Animal Hospital December 2010 - August 2011
NASA Pet Hospital October 2010 - December 2010
Skills
Customer Service, Microsoft Office, Teamwork, Microsoft Excel, Data Entry, Telephone Skills, Communication, Microsoft Word, Time Management, PowerPoint, Public Speaking, Research, Leadership, Outlook, Dependable Team Player, Attention to Detail, Laboratory, Always Punctual, Team Leadership, Data Analysis, Finance, Accounting, Leasing, OneSite, Financial Analysis, Financial Statement..., Client Education, Computers, Business Writing, Sales, Tutoring, Training
Education
University of Washington 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.7
Cascadia Community College 2011 — 2013
Associate in Business, Business, 3.67
Vet Tech Institute of Houston 2009 — 2010
Associate of Applied Science, Veterinary/Animal Health Technology/Technician and Veterinary Assistant, 3.48
Matthew Brueggen's Finity Group, LLC Experience June 2015 - Present
Job Associate at Finity Group, LLC
Industry Financial Services
Experience
Finity Group, LLC June 2015 - Present
Cambridge Investment Research May 2014 - August 2014
Northwestern Mutual May 2013 - February 2014
Merrill Lynch May 2012 - July 2012
Skills
Life & Health Insurance..., Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Sales, Insurance, Access, Leadership, Data Analysis, Event Planning, Teamwork
Education
Iowa State University 2010 — 2014
Bachelor's Degree, Finance
Bettendorf High School 2008 — 2010
General Education
Lake Middle School
Middleton Elementary
Finity Group, LLC June 2015 - Present
Cambridge Investment Research May 2014 - August 2014
Northwestern Mutual May 2013 - February 2014
Merrill Lynch May 2012 - July 2012
Skills
Life & Health Insurance..., Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Sales, Insurance, Access, Leadership, Data Analysis, Event Planning, Teamwork
Education
Iowa State University 2010 — 2014
Bachelor's Degree, Finance
Bettendorf High School 2008 — 2010
General Education
Lake Middle School
Middleton Elementary
Ian Hubbard's Finity Group, LLC Experience May 2012 - Present
Job Investment Coordinator at Finity Group, LLC
Industry Financial Services
Experience
Finity Group, LLC May 2012 - Present
Education
University of Oregon 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Finity Group, LLC May 2012 - Present
Education
University of Oregon 2007 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Alicia Spanswick Alicia Spanswick's Finity Group, LLC Experience October 2014 - Present
Job Business Processor at Finity Group, LLC
Industry Human Resources
Experience
Finity Group, LLC October 2014 - Present
KinderCare January 2014 - September 2014
Spick 'N Spanswick House Cleaning September 2013 - January 2014
104th Public Affairs Detachment January 2011 - September 2011
193rd Military Police Company May 2009 - January 2011
Skills
Cpr Certified, Microsoft Word, Microsoft Excel, PowerPoint, Filing, General Office Skills, Customer Service, Research, Social Media, Copy Typing, Teamwork, English, Microsoft Office, Email Management, Training & Development, Military Operations, Military Logistics, Military Training, Military Experience, Administrative..., Office Administration, Call Centers, Spanish, Combat Life Saver, Customer Satisfaction, Budgets, Leadership, CPR Certified, Event Planning, Fundraising, Public Speaking
Education
American InterContinental University 2015 — 2015
Bachelor of Business Administration (B.B.A.), Human Resource Management
American InterContinental University 2008 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Army Human Resources School 2009 — 2009
Certificate, Army Human Resources
University of Colorado at Boulder 2012 — 2013
Anthropology
Defense Information School 2011 — 2011
Certificate, Army Public Affairs
Divine CNA Training 2013 — 2013
Certificate of Nurse Assisting, Nurse Assistant
Virginia Mason Continuing Nurse Education 2013 — 2013
Certificate of Completion, Geriatric Patient Care Technician
Finity Group, LLC October 2014 - Present
KinderCare January 2014 - September 2014
Spick 'N Spanswick House Cleaning September 2013 - January 2014
104th Public Affairs Detachment January 2011 - September 2011
193rd Military Police Company May 2009 - January 2011
Skills
Cpr Certified, Microsoft Word, Microsoft Excel, PowerPoint, Filing, General Office Skills, Customer Service, Research, Social Media, Copy Typing, Teamwork, English, Microsoft Office, Email Management, Training & Development, Military Operations, Military Logistics, Military Training, Military Experience, Administrative..., Office Administration, Call Centers, Spanish, Combat Life Saver, Customer Satisfaction, Budgets, Leadership, CPR Certified, Event Planning, Fundraising, Public Speaking
Education
American InterContinental University 2015 — 2015
Bachelor of Business Administration (B.B.A.), Human Resource Management
American InterContinental University 2008 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Army Human Resources School 2009 — 2009
Certificate, Army Human Resources
University of Colorado at Boulder 2012 — 2013
Anthropology
Defense Information School 2011 — 2011
Certificate, Army Public Affairs
Divine CNA Training 2013 — 2013
Certificate of Nurse Assisting, Nurse Assistant
Virginia Mason Continuing Nurse Education 2013 — 2013
Certificate of Completion, Geriatric Patient Care Technician
Colin Kosco Colin Kosco's Finity Group, LLC Experience November 2011 - Present
Job Financial Advisor at Finity Group LLC
Industry Financial Services
Experience
Finity Group LLC November 2011 - Present
NorthStar Resource Group June 2011 - November 2011
Kibble & Prentice January 2010 - March 2010
SPU Soccer Academy June 2009 - August 2009
SPU Soccer Academy June 2009 - August 2009
SPU Soccer Academy June 2009 - August 2009
Northwest Soccer Camp June 2006 - August 2008
Education
Seattle Pacific University 2005 — 2009
B.A., Economics
Finity Group LLC November 2011 - Present
NorthStar Resource Group June 2011 - November 2011
Kibble & Prentice January 2010 - March 2010
SPU Soccer Academy June 2009 - August 2009
SPU Soccer Academy June 2009 - August 2009
SPU Soccer Academy June 2009 - August 2009
Northwest Soccer Camp June 2006 - August 2008
Education
Seattle Pacific University 2005 — 2009
B.A., Economics
Corey Janoff, CFP®'s Finity Group, LLC Experience November 2011 - Present
Job Senior Financial Advisor at Finity Group, LLC
Industry Financial Services
Experience
Finity Group, LLC November 2011 - Present
North Star Resource Group September 2009 - November 2011
USC Athletics 2006 - 2009
Education
University of Southern California - Marshall School of Business
BS, Business Administration
New York University
CERTIFIED FINANCIAL PLANNER™
University of Melbourne
Commerce
Finity Group, LLC November 2011 - Present
North Star Resource Group September 2009 - November 2011
USC Athletics 2006 - 2009
Education
University of Southern California - Marshall School of Business
BS, Business Administration
New York University
CERTIFIED FINANCIAL PLANNER™
University of Melbourne
Commerce
Danielle Dukart's Finity Group, LLC Experience April 2012 - July 2015
Job Associate Recruiter at Providence Health & Services
Industry Financial Services
Experience
Providence Health & Services July 2015 - Present
Finity Group, LLC April 2012 - July 2015
Main Street Software November 2010 - March 2012
Design Services Northwest August 2010 - October 2010
North Star Financial February 2009 - August 2010
Skills
Customer Service, Microsoft Office, Marketing, Training, Microsoft Excel, Time Management, Event Planning, Disability Insurance, Entrepreneurship, Small Business, Data Entry, Microsoft Word, PowerPoint, Administrative..., Office Administration, Office Management, College Recruiting, Life Insurance
Education
Portland State University
Business, Management, Marketing, and Related Support Services
Portland Community College
Business, Management, Marketing, and Related Support Services
Providence Health & Services July 2015 - Present
Finity Group, LLC April 2012 - July 2015
Main Street Software November 2010 - March 2012
Design Services Northwest August 2010 - October 2010
North Star Financial February 2009 - August 2010
Skills
Customer Service, Microsoft Office, Marketing, Training, Microsoft Excel, Time Management, Event Planning, Disability Insurance, Entrepreneurship, Small Business, Data Entry, Microsoft Word, PowerPoint, Administrative..., Office Administration, Office Management, College Recruiting, Life Insurance
Education
Portland State University
Business, Management, Marketing, and Related Support Services
Portland Community College
Business, Management, Marketing, and Related Support Services
Eric Rider Eric Rider's Finity Group, LLC Experience November 2011 - July 2013
Job Licensed Approvals Associate Nike Sports Licensing at Nike
Industry Sports
Experience
Nike October 2014 - Present
Nike & PRO Unlimited April 2014 - October 2014
Portland Trail Blazers September 2013 - April 2014
Finity Group, LLC November 2011 - July 2013
North Star Resource Group July 2010 - November 2011
Skills
Data Management, Microsoft Office, Microsoft Excel, Microsoft Access, Data Analysis, Finance, Public Speaking, Sales, Client Relations
Education
Oregon State University 2006 — 2010
BS, Finance
Nike October 2014 - Present
Nike & PRO Unlimited April 2014 - October 2014
Portland Trail Blazers September 2013 - April 2014
Finity Group, LLC November 2011 - July 2013
North Star Resource Group July 2010 - November 2011
Skills
Data Management, Microsoft Office, Microsoft Excel, Microsoft Access, Data Analysis, Finance, Public Speaking, Sales, Client Relations
Education
Oregon State University 2006 — 2010
BS, Finance
Cole Kimball's Finity Group, LLC Experience December 2011 - Present
Job Chief Investment Officer, Financial Advisor* at Finity Group
Industry Financial Services
Experience
Finity Group, LLC December 2011 - Present
North Star Resource Group July 2010 - November 2011
Janco Partners March 2009 - May 2010
Janco Partners May 2008 - November 2009
Touchpoint Securities November 2007 - February 2008
Wm Smith & Co November 2006 - September 2007
Wm Smith & Co. September 2006 - November 2006
Education
University of Colorado Boulder 2002 — 2006
Business, Finance & Operational Management
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Finity Group, LLC December 2011 - Present
North Star Resource Group July 2010 - November 2011
Janco Partners March 2009 - May 2010
Janco Partners May 2008 - November 2009
Touchpoint Securities November 2007 - February 2008
Wm Smith & Co November 2006 - September 2007
Wm Smith & Co. September 2006 - November 2006
Education
University of Colorado Boulder 2002 — 2006
Business, Finance & Operational Management
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Amelia Buntain's Finity Group, LLC Experience July 2013 - October 2014
Job Account Processor at Guidant Financial
Industry Financial Services
Experience
Guidant Financial November 2014 - Present
Finity Group, LLC July 2013 - October 2014
Sno Falls Credit Union May 2013 - July 2013
School Specialty Planning & Student Development May 2012 - September 2012
Alpha Kappa Psi Omega Beta June 2011 - June 2012
Alpha Kappa Psi Omega Beta April 2011 - June 2011
Skills
Teamwork, Customer Service, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Access, Microsoft Word, Outlook, Marketing Strategy, Social Media, Team Leadership, SharePoint, English, Oracle, Cash Handling Experience, Public Speaking, Public Relations, Employee Training
Education
Western Washington University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Graduated March 23, 2013
Bellevue Community College 2008 — 2009
Guidant Financial November 2014 - Present
Finity Group, LLC July 2013 - October 2014
Sno Falls Credit Union May 2013 - July 2013
School Specialty Planning & Student Development May 2012 - September 2012
Alpha Kappa Psi Omega Beta June 2011 - June 2012
Alpha Kappa Psi Omega Beta April 2011 - June 2011
Skills
Teamwork, Customer Service, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Access, Microsoft Word, Outlook, Marketing Strategy, Social Media, Team Leadership, SharePoint, English, Oracle, Cash Handling Experience, Public Speaking, Public Relations, Employee Training
Education
Western Washington University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Graduated March 23, 2013
Bellevue Community College 2008 — 2009
Evan White's Finity Group, LLC Experience November 2011 - Present
Job Associate Vice President, Finity Group, LLC
Industry Financial Services
Experience
Finity Group, LLC November 2011 - Present
North Star Resource Group August 2004 - November 2011
Education
University of Portland 2000 — 2004
Business, Finance
Finity Group, LLC November 2011 - Present
North Star Resource Group August 2004 - November 2011
Education
University of Portland 2000 — 2004
Business, Finance
Evan Connell's Finity Group, LLC Experience December 2011 - Present
Job Associate at Finity Group, LLC
Industry Financial Services
Experience
Finity Group, LLC December 2011 - Present
Standard Insurance Company 1995 - 2005
JMW Executive Partners 2000 - 2003
Alcon Laboratories, Inc. 1989 - 1995
Westvaco 1987 - 1989
MCI Telecommunications 1986 - 1987
Skills
Investments, Retirement Planning, Insurance, Sales, Disability Insurance, Wealth Management, 401k, Customer Service, Financial Analysis, Life Insurance, Asset Management, Retirement, Marketing, Strategic Planning, Employee Benefits, Business Development, Management
Education
University of Oregon 1981 — 1985
Finance, Business and Political Science
Finity Group, LLC December 2011 - Present
Standard Insurance Company 1995 - 2005
JMW Executive Partners 2000 - 2003
Alcon Laboratories, Inc. 1989 - 1995
Westvaco 1987 - 1989
MCI Telecommunications 1986 - 1987
Skills
Investments, Retirement Planning, Insurance, Sales, Disability Insurance, Wealth Management, 401k, Customer Service, Financial Analysis, Life Insurance, Asset Management, Retirement, Marketing, Strategic Planning, Employee Benefits, Business Development, Management
Education
University of Oregon 1981 — 1985
Finance, Business and Political Science
Alyson Wronski's Finity Group, LLC Experience January 2012 - Present
Job Client Service Coordinator at Finity Group, LLC
Industry Financial Services
Experience
Finity Group, LLC January 2012 - Present
Skills
Customer Service, Training, PowerPoint, Data Entry, Public Speaking, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management
Education
University of Oregon 2009 — 2011
Bachelor's degree, Psychology
University of San Francisco 2007 — 2009
Bachelor of Science (B.S.), Psychology
Finity Group, LLC January 2012 - Present
Skills
Customer Service, Training, PowerPoint, Data Entry, Public Speaking, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management
Education
University of Oregon 2009 — 2011
Bachelor's degree, Psychology
University of San Francisco 2007 — 2009
Bachelor of Science (B.S.), Psychology