FP Transitions

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FP Transitions Employees

Employee
Years
Job
Industry
Christine Sjolin Christine Sjolin Portland, Oregon Area Details
Christine Sjolin's FP Transitions Experience June 2015 - Present
Job Business Operations Manager at FP Transitions
Industry Financial Services
Experience
FP Transitions   June 2015 - Present
FP Transitions   March 2011 - Present
Arcata School of Massage   May 2008 - August 2010
Willamette Valley Vineyards  2004 - 2007

Skills
Sales, Public Speaking, Business Development, Microsoft Office, Microsoft Excel, Accounting, Budgets, Management, Marketing, Relationship Marketing, Wine, Customer Service, SugarCRM, Wine & Spirits Industry, Research, Event Management, Event Planning, Marketing Strategy, Social Media

Education
Linfield College   2012 — 2013
Post-Baccalaureate Certificate, Accounting

Oregon State University   2000 — 2004
Bachelor of Arts (B.A.), Liberal Arts

Chemeketa Community College

David Grau Sr. David Grau Sr. Portland, Oregon Area Details
David Grau Sr.'s FP Transitions Experience January 2000 - Present
Job at FP Transitions
Industry Financial Services
Experience
FP Transitions   January 2000 - Present

Skills
Financial Advisory, Retirement Planning, Strategy, Valuation, Securities, Strategic Financial..., Financial Services, Business Planning, Wealth, Mergers, Team Building, Investment Advisory, Estate Planning, Insurance, Investments, Mergers & Acquisitions, Financial Planning, Mutual Funds

Education
Northwestern University School of Law

Purdue University

Gretchen Bueermann Gretchen Bueermann San Francisco Bay Area Details
Gretchen Bueermann's FP Transitions Experience September 2010 - September 2012
Job Analytics at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  July 2015 - Present
Reed College  September 2013 - January 2015
World Health Organization  June 2014 - August 2014
Harlo Interactive  July 2013 - September 2013
FP Transitions   September 2010 - September 2012
Stratton Elementary School  January 2012 - May 2012

Skills
Strategic Planning, Microsoft Office, Email Marketing, Direct Marketing, B2B Marketing, Adobe Creative Suite, Microsoft Excel, Creative Writing, Research, Report Writing, Insurance, Retirement Planning, Negotiation, Team Building, Public Speaking, Newsletters, Marketing, Social Media

Education
Reed College   2012 — 2015
Bachelor's Degree, Economics

Colorado College   2011 — 2012
Economics

Eric Fettig Eric Fettig Portland, Oregon Details
Eric Fettig's FP Transitions Experience February 2014 - Present
Job Valuation Analyst at FP Transitions
Industry Financial Services
Experience
FP Transitions   February 2014 - Present
Alpha Phi International Fraternity  September 2008 - June 2013
Freres Lumber Co., Inc   June 2012 - September 2012
American Shot Recovery, LLC.   June 2011 - September 2011
Heights Construction and Development, LLC.   June 2008 - September 2010

Skills
Teamwork, Team Leadership, Initiative, Management, Personal Discipline, Leadership, Interpersonal Skill, Critical Thinking, Entrepreneurship, Management Experience, Public Speaking, Learning Quickly, Social Networking, Social Media, Finance, Microsoft Excel, Event Planning, Fundraising

Education
Oregon State University   2009 — 2013
Bachelor of Science (B.S.), Major in Finance, Minor in Economics

Oregon State University   2008 — 2013
Finance

Alex Moan Alex Moan Portland, Oregon Details
Alex Moan's FP Transitions Experience July 2014 - Present
Job Marketing Specialist at FP Transitions
Industry Design
Experience
FP Transitions   July 2014 - Present
GTMT FILMS   January 2014 - March 2014

Skills
Photography, High Fives, Photoshop, Sales, Social Networking, Illustrator, Event Planning, Adobe Creative Suite, Event Management, Project Management, InDesign, Marketing, Designing Marketing..., Web Design, Corporate Branding, Advertising, Bacon

Education
The Art Institute of Portland   2012 — 2014
Bachelor of Science (B.S.), Design Management

Rachel Beckwith Rachel Beckwith Portland, Oregon Details
Rachel Beckwith's FP Transitions Experience October 2012 - Present
Job Marketing / Graphic Design
Industry Marketing and Advertising
Experience
FP Transitions   October 2012 - Present
R Beckwith Design   March 2012 - Present
American Red Cross  July 2007 - March 2013
Alberta Rose Theatre   July 2011 - May 2012
Linfield College  September 2004 - May 2007
Ben Franklin Crafts  June 2004 - January 2005

Skills
Adobe Creative Suite, Microsoft Office, iWork, Proofreading, Multi Tasking, Graphic Design, Time Management, Marketing, Illustrator

Education
The Art Institute of Portland   2010 — 2012
Associate of Arts (A.A.), Graphic Design

Linfield College   2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General

Nicholas Ehlers Nicholas Ehlers Portland, Oregon Area Details
Nicholas Ehlers's FP Transitions Experience 2005 - 2007
Job Systems Administrator at Rivermark Community Credit Union
Industry Computer Hardware
Experience
Rivermark Community Credit Union  December 2013 - Present
Rivermark Community Credit Union  May 2012 - Present
Green Wire Computer Services   September 2002 - Present
Smith-Root Inc.  January 2010 - October 2011
Welch Appraisals   October 2007 - March 2008
Business Transitions   September 2005 - January 2007
FP Transitions   2005 - 2007

Skills
Microsoft Office, Windows, Servers, XP, Mac, Windows 7, Hardware, Technical Support, Access, Management, Networking, Software Installation, Troubleshooting, Windows Server, Windows Vista, Citrix, Microsoft Exchange, Windows 8, iOS, OSX, VMWare, Active Directory, OS X

Education
Portland State University   2000 — 2003
Bachelors, Communication

Portland State University   2000 — 2003
BS in Communications, Communications

Jennifer O'Reilly Jennifer O'Reilly San Francisco Bay Area Details
Jennifer O'Reilly's FP Transitions Experience June 2005 - September 2010
Job Office Manager at Boosted Boards
Industry Automotive
Experience
Boosted Boards  May 2015 - Present
CloudCar, Inc.   April 2013 - May 2015
Affinity Mentoring   June 2012 - November 2013
Number One Japanese Auto   January 2011 - April 2012
FP Transitions   June 2005 - September 2010

Skills
Microsoft Office, Marketing, Microsoft Excel, Team Building, Customer Service, Salesforce.com, Social Networking, Management, Insurance, Budgets

Education
Portland State University   2009 — 2012
Associate Degree for Transfer, Business

Brad Bueermann Brad Bueermann Lake Oswego, Oregon Details
Brad Bueermann's FP Transitions Experience 2005 - Present
Job CEO FP Transitions
Industry Financial Services
Experience
FP Transitions   2005 - Present

Education
Stanford University
International Business / Finance

Elise Rogers Elise Rogers Portland, Oregon Area Details
Elise Rogers's FP Transitions Experience June 2009 - Present
Job Director of Marketing and Design
Industry Marketing and Advertising
Experience
FP Transitions   June 2009 - Present
Arizona State Credit Union  June 2008 - June 2009
PDXPRO   April 2006 - September 2007

Skills
Campaign Management, Graphic Design, Web Design, Design Strategy, Copywriting, New Business Development, Corporate Branding, Photoshop, Digital Photography, Digital Marketing, Media Planning, InDesign, Media Buying, Social Media Marketing, Social Networking, Campaign Plans, Campaigns, Email Marketing, Social Media, Packaging, General Awesomeness, Shipping, Taping, Mass Mailing, Direct Marketing, Management, Art Direction, Project Management, Campaign Development, Campaign Planning, Problem Solving, Dreamweaver

Education
The Art Institute of Portland   2004 — 2008
BS, Design Management

Portland State University

Marcus Hagood Marcus Hagood Portland, Oregon Area Details
Marcus Hagood's FP Transitions Experience September 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
FP Transitions   September 2013 - Present
Erath   December 2009 - June 2013
Lange Estate Winery  August 2009 - October 2009
Securities America  October 2006 - April 2009
TD Ameritrade  January 2005 - October 2006
TD Ameritrade  January 2004 - January 2005
TD Ameritrade  January 2002 - January 2004

Skills
Series 7, Series 63, Securities, Alternative Investments, Investment Advisory, Sales, Financial Services, Sales Management, Relationship Management, Customer Service, Financial Advisory, Options, Trading, Risk Management, PowerPoint, ETFs, Microsoft Office, Microsoft Excel, Public Speaking, Salesforce.com, FINRA, Series 24, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation

Education
University of Nebraska at Omaha   1990 — 1995
BA, International Studies

Emily Delaney Emily Delaney Portland, Oregon Details
Emily Delaney's FP Transitions Experience November 2011 - April 2014
Job Sales Associate at Maggies Boutique
Industry Hospitality
Experience
Starbucks  June 2015 - Present
Maggies Boutique   May 2014 - Present
Northwest Family Services  March 2015 - June 2015
FP Transitions   November 2011 - April 2014
Hyunjae Language School   August 2010 - August 2011
Bay Bridge Administrators, LLC  September 2008 - August 2010

Skills
Valuation, Microsoft Office, Public Speaking, Negotiation, Strategic Planning, Team Building, Retirement Planning, Insurance, Mergers & Acquisitions, Outlook, English, Windows, PowerPoint, Microsoft Word, Microsoft Excel, Budgets, Customer Service, Research, HTML

Education
Portland State University   2014 — 2015
Bachelor's degree, Criminology and Criminal Justice

Oregon State University   2002 — 2007
Bachelor of Arts (B.A.), New Media Communications

Kevin Goserud Kevin Goserud West Linn, Oregon Details
Kevin Goserud's FP Transitions Experience February 2013 - Present
Job Project Analyst at FP Transitions
Industry Financial Services
Experience
FP Transitions   February 2013 - Present

Education
Franklin & Marshall College   2009 — 2012
Bachelor of Arts (B.A.), Economics