Freestone Capital Management

Description

Address: 205 E Carrillo St suite 217, Santa Barbara, CA 93101 Hours: Closed ⋅ Opens 7:30AM Thursday7:30AM–4:30PMFriday7:30AM–4:30PMSaturdayClosedSundayClosedMonday7:30AM–4:30AMTuesday7:30AM–4:30PMWednesday7:30AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (805) 845-8012Category: : Website: : : : : : Place name: Website: http://www.freestonecapital.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. 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 Freestone Capital Management Posting publicly on the Web Write a review Reviews Be the first to review

Freestone Capital Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Freestone Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Freestone Capital Management Salaries. You can even request information on how much does Freestone Capital Management pay if you want to. Learn about salaries, pros and cons of working for Freestone Capital Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

49 Freestone Capital Management employees in database. Find out everything there's to know about Freestone Capital Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Freestone Capital Management Employees

Employee
Years
Job
Industry
Cullen Wilson Cullen Wilson San Francisco, California Details
Cullen Wilson's Freestone Capital Management Experience June 2011 - August 2011
Job Investment Analyst at Pantheon Ventures
Industry Venture Capital & Private Equity
Experience
Pantheon Ventures  June 2014 - Present
Oracle  August 2012 - June 2014
Stanford Student Enterprises Capital Group  April 2009 - June 2012
Freestone Capital Management   June 2011 - August 2011
Rethink Fabric   June 2010 - August 2010

Skills
Spanish, Soccer, Investments, Microsoft Excel, VBA, Financial Analysis, Financial Reporting, Financial Modeling, Private Equity, Venture Capital, Corporate FP&A, Due Diligence, Corporate Finance, Data Analysis, Data Management, Capital IQ, Sales, Microsoft Office, Photoshop, Oracle Fusion Middleware, Oracle Application..., Valuation, Public Speaking

Education
Stanford University   2008 — 2012
Bachelor of Arts (B.A.), International Relations - Comparative Political Economy

La Quinta High School   2004 — 2008

Adam Keller Adam Keller Denver, Colorado Details
Adam Keller's Freestone Capital Management Experience May 2010 - August 2010
Job Landman; Attorney at law
Industry Law Practice
Experience
Purple Land Management  December 2014 - Present
HealthTrio LLC  October 2013 - June 2015
National Renewable Energy Laboratory  January 2014 - December 2014
Collins Einhorn Farrell  May 2013 - August 2013
MarkWest Hydrocarbon  January 2013 - April 2013
Bill Barrett Corporation  August 2012 - November 2012
United States Court, Eastern District of Michigan   May 2012 - August 2012
Canton Celtic   October 2010 - June 2011
Ann Arbor Center For Yoga   October 2010 - April 2011
Freestone Capital Management   May 2010 - August 2010

Skills
Hedge Funds, Microsoft Excel, Legal Research, Due Diligence, Legal Writing, Westlaw, Corporate Law, Lexis, Civil Litigation, Litigation, Commercial Litigation

Education
University of Denver - Sturm College of Law   2011 — 2014
Juris Doctor, Certificate in Corporate and Commercial Law

University of Michigan   2007 — 2011
Bachelor of Arts (BA), Political Science; Sociology

Collin Smith Collin Smith San Diego, California Details
Collin Smith's Freestone Capital Management Experience 2012 - February 2013
Job Field Compensation Advisor at Microsoft
Industry Accounting
Experience
Microsoft  February 2014 - Present
Microsoft  March 2013 - March 2014
Freestone Capital Management   2012 - February 2013
University of Idaho  August 2008 - May 2012

Skills
Accounting, Financial Analysis, Financial Modeling, Financial Accounting, Financial Reporting, Microsoft Excel, MS Excel Pivot Tables, Customer Service, Data Analysis, Auditing, QuickBooks, Budgets, Access, Account Reconciliation, Analysis

Education
University of Idaho   2008 — 2012
Bachelor of Science (B.S.), Accounting

University of Idaho   2008 — 2012
Bachelor of Science (B.S.), Finance

David Guinn David Guinn Seattle, Washington Details
David Guinn's Freestone Capital Management Experience January 2012 - July 2012
Job CoFounder at Insero LLC
Industry Consumer Goods
Experience
Insero LLC   August 2014 - Present
Self-employed  August 2012 - August 2014
Freestone Capital Management   January 2012 - July 2012
SASE Company, Inc.   December 2006 - May 2010

Skills
Start-ups, Sales, Financial Reporting, Sales Operations, Account Management, Contract Negotiation, New Business Development, Budgets, Sales Management, Strategic Planning, Customer Service, CRM, Negotiation, Building Materials

Education
Seattle University   2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.72

Washington State University   2004 — 2006
General Studies, General Studies

Big Bend Community College   2002 — 2004
Associate's degree, Commercial Pilot Program

Jennifer (Jae) Baick, MBA, CFP® Jennifer (Jae) Baick, MBA, CFP® Greater Seattle Area Details
Jennifer (Jae) Baick, MBA, CFP®'s Freestone Capital Management Experience May 2013 - Present
Job Director at Freestone Capital Management
Industry Financial Services
Experience
Freestone Capital Management   May 2013 - Present
First Foundation Advisors  November 2008 - December 2011
Samsung  2005 - 2007
Citigroup  2003 - 2005
Prudential  1999 - 2003

Skills
Investments, Wealth Management, Estate Planning, Strategic Financial..., Wealth, Retirement Planning, Asset Allocation, Retirement, Wealth Management..., Financial Modeling, Investment Management, Asset Management, High Net Worth..., Finance

Education
University of California, Los Angeles - The Anderson School of Management   2009 — 2012
MBA, Marketing, Finance

Georgetown University   2003 — 2005
CFP Program

Sweet Briar College   1995 — 1999
BS, Government, Education

Christopher Odem Christopher Odem Greater Seattle Area Details
Christopher Odem's Freestone Capital Management Experience June 2015 - Present
Job Partner at Freestone Capital Management
Industry Investment Management
Experience
Freestone Capital Management   June 2015 - Present
The Helios Group of Oppenheimer & Co. Inc.   December 1994 - May 2015

Skills
Financial Advisory, Asset Allocation, Investment Strategies, Financial Services, Wealth Management..., Wealth Management...

Education
Seattle Pacific University
Economics

University of Southern California
Economics

Tony Sheehan Tony Sheehan Greater Seattle Area Details
Tony Sheehan's Freestone Capital Management Experience April 2003 - February 2005
Job
Industry Information Technology and Services
Experience
Bloodworks NW   December 2012 - Present
Senior Operations, LLC   September 2006 - June 2012
Damar Aerosystems  February 2010 - December 2010
Shurgard  February 2005 - September 2006
Freestone Capital Management   April 2003 - February 2005
Diversified  July 1999 - March 2003
US Navy  November 1988 - November 1998

Skills
Manufacturing, Windows, Servers, Budgeting, Deployment, Integration, Vendor, Computer Hardware, Disaster Recovery, Active Directory, Planning, IT Management, Windows Server, Hardware, Analysis, IT Strategy, Automation, Contract Negotiation, Aerospace, Vendor Relations, Troubleshooting, Vendor Management, Network Security, SDLC, Access, Administration, Software Installation, Programming, Business Analysis, SLA, Strategic Planning, Cross-functional Team..., Security, Requirements Analysis, Testing, ERP Software, Visio, Microsoft Exchange, Outlook, MS Project, Firewalls, Microsoft SQL Server, Microsoft Excel, Directing, Team Management, Policy Writing, Kaspersky Antivirus, Symantec Endpoint..., Help Desk Support, VPN

Education
University of Phoenix   2006 — 2008
MBA, Business

University of Phoenix   2001 — 2003
BSIT, Technology

ITT Tech   1999 — 2001
AASCNST, Programming, networking, etc...

Becky Wilcox, CFA, FRM Becky Wilcox, CFA, FRM Greater Seattle Area Details
Becky Wilcox, CFA, FRM's Freestone Capital Management Experience June 2002 - April 2014
Job Director of Portfolio Management at Rainier Group Investment Advisory
Industry Investment Management
Experience
The Rainier Group  April 2014 - Present
Freestone Capital Management   June 2002 - April 2014
GE Financial Assurance  June 2001 - April 2002
Lehman Brothers  June 2000 - August 2000
Oliff & Berridge, PLC   May 1998 - May 1999
Oliff & Berridge, PLC   September 1997 - May 1998
Wells Fargo Advisors  March 1996 - September 1997
Greenblum & Bernstein   May 1993 - March 1996

Skills
Fixed Income, Investments, Financial Analysis, Due Diligence, Analysis, Cash Management, German, Hedge Funds, Valuation, Financial Modeling, Mutual Funds, Equities, Fundamental Analysis, DCF, Bloomberg, Asset Managment, Portfolio Management, Alternative Investments, Capital Markets, Derivatives, Wealth Management, Series 7, Investment Advisory, Asset Allocation

Education
University of Washington, Michael G. Foster School of Business   1999 — 2001
MBA, Finance

McGill University   1987 — 1990
Bachelors of Arts, Humanistic Studies

Hans Esterhuizen Hans Esterhuizen Richland/Kennewick/Pasco, Washington Area Details
Hans Esterhuizen's Freestone Capital Management Experience January 2009 - September 2014
Job Founder and Managing Partner at Trek Partners
Industry Venture Capital & Private Equity
Experience
Trek Partners   October 2014 - Present
Freestone Capital Management   January 2009 - September 2014
The Sienna Group   September 2006 - December 2008

Education
Seattle University
Master of Business Administration (M.B.A.)

Seattle University
Bachelor of Business Administration (B.B.A.), Finance

Jorge Vilarrasa Jorge Vilarrasa Seattle, Washington Details
Jorge Vilarrasa's Freestone Capital Management Experience August 2014 - Present
Job Associate at Freestone Capital Management
Industry Financial Services
Experience
Freestone Capital Management   August 2014 - Present
Red River Asset Management   January 2013 - August 2014
Meridian Development Partners   June 2011 - January 2013
Vermont Adaptive Ski & Sports   January 2011 - February 2011
BANCO GENERAL  June 2008 - August 2008

Skills
Spanish, Market Research, Brazilian Portuguese, Teamwork, Financial Analysis, Business Analysis, Fast Learner

Education
NYU   2012 — 2012
School of Continuing and Professional Studies, Principles of Financial Modeling

Middlebury College   2007 — 2011
Bachelor of Arts, International Politics and Economics

Stanford University   2010 — 2010
Summer Quarter Classes, Accounting and Decision Making

Universidade Federal de Santa Catarina   2010 — 2010
Middlebury Study Abroad Program, Brazil Politics and Economics

Country Day School   2005 — 2007

G. Schuyler Havens G. Schuyler Havens Greater Los Angeles Area Details
G. Schuyler Havens's Freestone Capital Management Experience April 2007 - October 2008
Job Partner at F/VO
Industry Financial Services
Experience
F/VO   February 2013 - Present
Columbia Pacific Advisors, LLC   July 2011 - September 2013
KAPITALL  2010 - April 2011
CARTESIAN IRIS & IRIS REINSURANCE LTD   October 2008 - November 2009
FREESTONE CAPITAL MANAGEMENT   April 2007 - October 2008
E*TRADE FINANCIAL CORP  January 2005 - February 2007
HOWARD CAPITAL MANAGEMENT   July 2000 - January 2005
JPMorgan  June 1995 - July 2000

Skills
Portfolio Management, Mergers & Acquisitions, Alternative Investments, Entrepreneurship, Strategy, Business Development, Mergers, Due Diligence, Asset Management, Venture Capital, Investments, Finance, Management, Capital Raising, Private Equity, Asset Managment, Mutual Funds, Risk Management, Securities

Education
Trinity College-Hartford   1991 — 1995
BA

Taft School

Taft School

The Taft School

Peter Welling Peter Welling Seattle, Washington Details
Peter Welling's Freestone Capital Management Experience March 2011 - January 2013
Job Business Intelligence Manager at MOD Pizza
Industry Investment Management
Experience
MOD Pizza  August 2014 - Present
Slalom Consulting  January 2013 - August 2014
Freestone Capital Management   March 2011 - January 2013

Skills
Financial Modeling, Financial Analysis, Business Analysis, Asset Management, Portfolio Management, Valuation, Due Diligence, Analysis, Financial Reporting, Program Management, Management, Vendor Management, Accounting

Education
Seattle University   2004 — 2006
Bachelor of Business Administration (BBA), Finance, General

University of Washington   2001 — 2004

Jesse Haverstock Jesse Haverstock Greater Seattle Area Details
Jesse Haverstock's Freestone Capital Management Experience April 2012 - Present
Job Freestone Capital Management
Industry Investment Management
Experience
Freestone Capital Management   April 2012 - Present
JPMorgan Chase & Co.   November 2009 - April 2012
Microsoft Financing   October 2008 - July 2009
Five Point Capital  July 2007 - February 2008

Skills
Series 6, Series 65, Series 63, Series 3, Series 7, WA State Insurance...

Education
San Diego State University-California State University   2001 — 2004
Bachelor's degree, Business Administration

Randall C. Buck, CFA Randall C. Buck, CFA Greater Seattle Area Details
Randall C. Buck, CFA's Freestone Capital Management Experience 2002 - 2007
Job Financial Advisor/Senior Portfolio Manager
Industry Investment Management
Experience
CONCERT Wealth Management/Madison Park Advisors   2014 - Present
Coldstream Capital Management  January 2011 - November 2013
Appropriate Balance Financial Services   2009 - 2011
Freestone Capital Management   2002 - 2007

Skills
Asset Management, Portfolio Management, Investments, Investment Strategies, Hedge Funds, Equities, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Mutual Funds, Private Equity, Quantitative Investing, Portfolio Optimization, Options, Asset Managment, Strategic Financial..., Capital Markets

Education
The University of Chicago - Booth School of Business   1989 — 1991
Master of Business Administration (MBA), Finance and Statistics

Simon Fraser University   1980 — 1982
Bachelor of Arts (BA), Business and Economics (Joint Honors)

Allison Caldwell Allison Caldwell Seattle, Washington Details
Allison Caldwell's Freestone Capital Management Experience August 2010 - February 2012
Job Portfolio Administrator/Analyst
Industry Financial Services
Experience
Pacific Portfolio Consulting, L.P.   March 2012 - March 2014
Freestone Capital Management   August 2010 - February 2012
Rigel Capital, LLC   December 2006 - June 2010
Nordstrom  July 2006 - November 2006

Skills
Axys, Moxy, Oasys, DTCC, Alert, REX, Dataport, DataExchange, Report Writer Pro, Custodial Integrator, Zephyr, Morningstar Direct

Education
Pacific Lutheran University   2002 — 2006
Bachelor of Business Administration (B.B.A.), Bachelor of Arts: French, Cum laude

Anna McDonald Anna McDonald Greater Seattle Area Details
Anna McDonald's Freestone Capital Management Experience May 2013 - Present
Job Senior Legal & Compliance Associate at Freestone Capital Management
Industry Investment Management
Experience
Freestone Capital Management   May 2013 - Present
Freestone Capital Management   August 2009 - September 2013
Merrill Lynch  May 2008 - August 2008
Washington State Bar Association  December 2007 - January 2008

Skills
Compliance, General Securities..., Series 7, Series 66, Investment Advisers Act, Regulatory Requirements, Securities Regulation, Broker-Dealer Compliance, Wealth Management, Asset Management, Investments, Alternative Investments, Notary Public

Education
University of Portland   2005 — 2009
Bachelor of Business Administration, Finance

Christopher Teuscher Christopher Teuscher Seattle, Washington Details
Christopher Teuscher's Freestone Capital Management Experience April 2015 - Present
Job Associate at Freestone Capital Management
Industry Financial Services
Experience
Freestone Capital Management   April 2015 - Present
Anheuser-Busch  June 2014 - January 2015
The Standard  July 2012 - March 2014
The ODS Companies  March 2012 - July 2012

Skills
Microsoft Office, Customer Service, Teamwork, Organization, Direct Sales, Upselling, Inventory Management, Scheduling, Team Management, Clerical Duties, Patience, Able To Multi-task, Attention To Detail, Phone Etiquette

Education
Linfield College   2007 — 2011
Bachelor of Arts, Finance

Roosevelt High School   2003 — 2007
Diploma, Health

Virginia Leong, CA Virginia Leong, CA Mercer Island, Washington Details
Virginia Leong, CA's Freestone Capital Management Experience April 2014 - Present
Job Director at Freestone Capital Management
Industry Investment Management
Experience
Freestone Capital Management   April 2014 - Present
Benchmark Plus Management LLC  January 2009 - April 2014
PwC  September 2004 - December 2008
Walsh King, LLP  May 2000 - August 2004

Skills
Internal Controls, Auditing, Financial Accounting, Alternative Investments, Tax, GAAP, Fund Of Funds, Hedge Funds, Mutual Funds, Venture Capital, US GAAP

Education
The University of British Columbia / UBC   1997 — 2002
Bachelor of Commerce (B.Com.), Accounting

Andrew W. Erisman, CIMA Andrew W. Erisman, CIMA Greater Seattle Area Details
Andrew W. Erisman, CIMA's Freestone Capital Management Experience May 2009 - Present
Job Trust & Investment Committee Member (Volunteer) at Bellevue Christian School
Industry Financial Services
Experience
Bellevue Christian School  September 2013 - Present
Cascade Medical Center  2012 - Present
Freestone Capital Management   May 2009 - Present
Bellevue Youth Soccer Club   September 2007 - 2012
Oppenheimer & Co. Inc   October 1991 - May 2009
Icicle Creek Music Center   2004 - 2006

Education
Wharton School, University of Pennsylvania   2002 — 2002
Certified Investment Management Analyst® / CIMA®, Executive Education / Certification Program

University of Washington
BA, Political Science

Janice Greene Janice Greene Greater Seattle Area Details
Janice Greene's Freestone Capital Management Experience November 2002 - March 2011
Job Founder and Managing Member at Precedent Consulting, Inc.
Industry Financial Services
Experience
Precedent Consulting, Inc.   September 2011 - Present
Freestone Capital Management   November 2002 - March 2011
National Securities  August 1998 - November 2002

Education
Colorado State University
BA, Business Economics

Evan Morgan Evan Morgan San Francisco Bay Area Details
Evan Morgan's Freestone Capital Management Experience June 2009 - August 2009
Job Sales Director at Rustic Pathways
Industry International Trade and Development
Experience
Rustic Pathways  January 2012 - Present
Rustic Pathways  December 2010 - December 2011
Airship Ventures, Inc.   March 2010 - November 2010
Buying Bliss   January 2010 - November 2010
Media X  November 2009 - July 2010
Freestone Capital Management   June 2009 - August 2009
Bright Green Talent   June 2008 - February 2009
transparentdemocracy.org   June 2007 - June 2008
UBS  June 2007 - August 2007

Skills
Creative Direction, Product Management, Business Strategy, Marketing Strategy, Entrepreneurship, Start-ups, Strategic Planning, Strategy, Business Development, Business Planning, Social Media, Project Management, Team Leadership, Management, Salesforce.com, Strategic Partnerships

Education
Stanford University   2008 — 2009
Master of Arts, Economic Sociology

Stanford University   2004 — 2008
Bachelor of Arts, International Relations: Comparative International Political Economy

Lisa Guinn Lisa Guinn Greater Seattle Area Details
Lisa Guinn's Freestone Capital Management Experience September 2009 - August 2011
Job CPA in Investment Management
Industry Financial Services
Experience
Benchmark Plus Management LLC  August 2012 - September 2014
Self-Employed  August 2011 - July 2012
Freestone Capital Management   September 2009 - August 2011
Maveron LLC  November 2008 - August 2009
Freestone Capital Management   October 2001 - February 2008

Skills
Accounting, Investments, Financial Modeling, Private Equity, Financial Analysis, Due Diligence, CPA, Alternative Investments, Equities, Asset Management, Investment Strategies, Leadership

Education
University of Portland   1997 — 2001

Matthew Tigert, CIMA® Matthew Tigert, CIMA® Greater Seattle Area Details
Matthew Tigert, CIMA®'s Freestone Capital Management Experience July 2015 - Present
Job Director of Operations at Freestone Capital Management
Industry Financial Services
Experience
Freestone Capital Management   July 2015 - Present
EnvestnetTamarac   February 2013 - July 2015
EnvestnetTamarac   November 2010 - February 2013
Convergent Wealth Advisors  August 2005 - October 2010
Convergent Wealth Advisors  October 2007 - April 2010
Convergent Wealth Advisors  January 2006 - October 2007
Lydian Wealth Management  August 2005 - January 2006
High Point Farm Catering   January 1997 - January 2005

Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Management, Hedge Funds, Investment Strategies, Leadership, Financial Services, Investment Advisory, CRM, Analysis, Private Equity

Education
Taylor University   1999 — 2003
Bachelor of Arts

Montrose Christian   1996 — 1999

S. Nicole Harklerode S. Nicole Harklerode Gig Harbor, Washington Details
S. Nicole Harklerode's Freestone Capital Management Experience 2006 - 2009
Job Administrative Assistant at Agrovista International
Industry Executive Office
Experience
Highline School District  September 2014 - June 2015
Nintex  January 2013 - December 2013
The Cobalt Group  September 2012 - December 2012
Freestone Capital Management   2006 - 2009
Graham Rehabilitation and Wellness Center   2003 - 2006

Skills
Management, SharePoint, Interviews, CRM, Cloud Computing, Marketing Strategy, Accounts Payable, Hiring, Onboarding, PowerPoint, Talent Acquisition, Employee Benefits, HRIS, Microsoft CRM, Salesforce.com, Marketing, Customer Service, Training, Microsoft Office, Administration, Microsoft Excel

Education
AOT Janison   2013 — 2013
Certificate, Office Administrator

Ashworth University   2009 — 2011
Associate's degree, Counseling Psychology

Samuel Eggers Samuel Eggers Greater Seattle Area Details
Samuel Eggers's Freestone Capital Management Experience May 2015 - Present
Job Intern at Freestone Capital Management
Industry Financial Services
Experience
Freestone Capital Management   May 2015 - Present
Callison  May 2014 - August 2014

Skills
Microsoft Access, Microsoft Excel, Research, Bloomberg Terminal

Education
Lehigh University   2013 — 2017
Bachelor of Science (B.S.), Accounting, Junior

Lehigh University   2013 — 2017
Bachelor of Science (B.S.), Finance, Junior

Eric Forner Eric Forner Greater Seattle Area Details
Eric Forner's Freestone Capital Management Experience March 2014 - May 2014
Job Attorney at Oles Morrison Rinker & Baker LLP
Industry Legal Services
Experience
Oles Morrison Rinker & Baker LLP  April 2015 - Present
Oles Morrison Rinker & Baker LLP  June 2014 - September 2014
Freestone Capital Management   March 2014 - May 2014
Federal District Court, Western Washington   July 2013 - September 2013
Atlas Supply  November 2010 - August 2012
Atlas Supply  November 2010 - August 2012
United Professional   August 2008 - August 2010

Education
University of Washington School of Law   2012 — 2015
Doctor of Law (JD)

Seattle University   2004 — 2008
Marketing, Marketing, Finance

Cameron Lamming Cameron Lamming Greater San Diego Area Details
Cameron Lamming's Freestone Capital Management Experience June 2010 - August 2010
Job Associate, Acquisitions at Brixton Capital
Industry Entertainment
Experience
Brixton Capital   January 2014 - Present
The Walt Disney Company  February 2013 - January 2014
The Walt Disney Company  July 2011 - February 2013
Freestone Capital Management   June 2010 - August 2010
Universal Music Group  2008 - 2010
Creative Artists Agency  July 2009 - August 2009
Rethink Fabric   June 2009 - July 2009
EB Exchange Funds   October 2007 - March 2008

Skills
Market Research, Financial Analysis, Microsoft Office, Microsoft Excel, Finance, Private Equity, Real Estate Financing, Corporate Finance, Investments, Analysis, Strategy, Commercial Real Estate

Education
Stanford University   2007 — 2011
BA, Economics

Nabil Istafanous Nabil Istafanous Greater Seattle Area Details
Nabil Istafanous's Freestone Capital Management Experience March 2009 - August 2010
Job Principal, CCS PLLC Healthcare Practice Leader
Industry Legal Services
Experience
CCS-Seattle   November 2013 - Present
Benaroya Research Institute  April 2014 - Present
Group Health Cooperative  June 2012 - November 2013
Corporate Counsel Solutions PLLC   September 2010 - June 2012
Freestone Capital Management   March 2009 - August 2010
Goldman Sachs & Co.   December 2007 - November 2008
Premera Blue Cross  November 1998 - October 2007
CareFirst BlueCross BlueShield  1997 - 1998
Crowell & Moring LLP  September 1993 - October 1997

Skills
Corporate Governance, Strategy, Policy, Management, healthcare law, Auditing, Leadership, Compliance, Corporate Law, Finance, Process Improvement, Business Strategy, Strategic Planning, Risk Management, Risk Assessment, Analysis, HIPAA Privacy, Insurance, HIPAA, Healthcare, Consulting

Education
Stanford University Law School   1990 — 1993
J.D., Concentrated on Business and Health Law

Massachusetts Institute of Technology   1986 — 1990
BS, Biology, minor Economics

Lisa Cook, AWMA Lisa Cook, AWMA Greater Seattle Area Details
Lisa Cook, AWMA's Freestone Capital Management Experience May 2009 - June 2015
Job VPHead of Client Services SNW Asset Management
Industry Financial Services
Experience
SNW Asset Management  June 2015 - Present
Freestone Capital Management   May 2009 - June 2015
Oppenheimer & Co.   July 2001 - May 2009
UBS Paine Webber  June 2000 - July 2001
Prudential Financial Services  August 1997 - June 2000

Skills
Hedge Funds, Investment Advisory, Alternative Investments, Financial Advisory, Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Series 63, Mutual Funds, Asset Management, Management, Investment Strategies, Investments, Series 7, Financial Services

Education
Western Washington University   1992 — 1997
Bach in Business Marketing, Marketing and Finance

College for Financial Planning
Accredited Wealth Management Advisor

Bob Mellon Bob Mellon Greater Seattle Area Details
Bob Mellon's Freestone Capital Management Experience March 1999 - Present
Job Partner
Industry Investment Management
Experience
Freestone Capital Management   March 1999 - Present
Fortune Bank  October 2005 - December 2013
New Futures  August 2006 - October 2013
Invest In Youth   1999 - 2011
Smith Barney  October 1994 - March 1999

Skills
Wealth Management, Strategic Financial..., Asset Management, Alternative Investments, Private Equity, Investment Management, Investment Advisory, Investments, Hedge Funds, Asset Managment, Asset Allocation, Wealth Management..., Portfolio Management, Investment Strategies, Series 7

Education
Portland State University - School of Business
BA, Finance & Law

Parvanah Saladino Parvanah Saladino Greater Seattle Area Details
Parvanah Saladino's Freestone Capital Management Experience September 2013 - February 2014
Job Bikram Yoga
Industry Health, Wellness and Fitness
Experience
Sweatbox Yoga   March 2015 - Present
Freestone Capital Management   September 2013 - February 2014
Freestone Capital Management   2002 - 2007
Smith Barney  1995 - 2002

Skills
Series 7, Portfolio Management, Investments, Investment Advisory, Financial Analysis, Alternative Investments, Wealth Management, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies

Education
Scripps College   1988 — 1993
Bachelor of Arts (BA), International Relations and Affairs

Bikram's Yoga College of India
Yoga Teacher Training/Yoga Therapy

James Rooney James Rooney Greater Seattle Area Details
James Rooney's Freestone Capital Management Experience January 2009 - Present
Job Senior Partner, Freestone Capital Management
Industry Investment Management
Experience
Freestone Capital Management   January 2009 - Present
CIBC World Markets  April 2004 - May 2008
Reuters  May 1999 - September 2002
Lehman Brothers  August 1994 - June 1997

Skills
Investments, Investment Banking, Corporate Development, Alternative Investments, Hedge Funds, Private Equity, Asset Management, Venture Capital, Valuation, Equities, Due Diligence, Asset Allocation

Education
University of California, Los Angeles - The Anderson School of Management   1997 — 1999
Master of Business Administration (MBA)

Washington University in St. Louis   1990 — 1994
BA, Economics & History

Landon School   1984 — 1990

Trevor W. Sharp Trevor W. Sharp Greater Seattle Area Details
Trevor W. Sharp's Freestone Capital Management Experience May 2015 - Present
Job Managing Director at Freestone Capital Management
Industry Investment Management
Experience
Freestone Capital Management   May 2015 - Present
Oppenheimer & Co. Inc.   July 2003 - May 2015
Synergy Financial Management   September 2001 - July 2003

Skills
Investments, Investment Strategies, Wealth Management..., Asset Allocation, Financial Advisory

Education
Seattle Pacific University - School of Business and Economics   1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance

Scott Svenson Scott Svenson Greater Seattle Area Details
Scott Svenson's Freestone Capital Management Experience 2008 - October 2012
Job Founder and CEO at MOD Pizza
Industry Financial Services
Experience
MOD Pizza  October 2012 - Present
The Sienna Group, LLC   2003 - Present
Freestone Capital Management   2008 - October 2012
Starbucks Coffee Company  June 1998 - October 1999
Seattle Coffee Company Ltd   1995 - 1999

Skills
Asset Managment, Private Equity, Investments, Alternative Investments

Education
Harvard University   1984 — 1988

Robert McCambridge Robert McCambridge Greater Seattle Area Details
Robert McCambridge's Freestone Capital Management Experience 2009 - December 2011
Job Managing Director, Harvest Partners
Industry Investment Management
Experience
Harvest Partners LLC   January 2014 - Present
BusinessFussion   January 2014 - Present
Gonzaga University  July 2005 - Present
Kymeta Corp.   July 2012 - January 2014
Human Capital Partners International, LLC   April 2009 - December 2012
Spire Capital Partners  July 2011 - July 2012
SkyMall  July 2010 - April 2012
Freestone Capital Management   2009 - December 2011
Colorado National Bancorp (formerly Community Bank Partners)   2009 - 2010
Key Bank  March 2005 - April 2009

Skills
Mergers, Restructuring, Private Equity, Strategic Planning, Negotiation, Contract Negotiation, Business Strategy, Product Development, New Business Development, Team Building, Sales Management, Budgeting, Customer Relations, Organizational..., Risk Management, Operations Management, Human Capital, Compliance, IPO, Venture Capital, Venture Debt, Regulatory Affairs, Investor Relations, Mergers & Acquisitions, Management, Leadership, Customer Service, Budgets, Finance, SaaS, Corporate Development, Investments, Corporate Finance, Executive Management, Strategy, Entrepreneurship, Start-ups, Telecommunications, Cloud Computing, Strategic Partnerships, E-commerce, Outsourcing, Wireless, Business Development, Due Diligence, Cross-functional Team...

Education
Kellogg Executive Program

University of Minnesota-Twin Cities

James Barnyak James Barnyak Greater Seattle Area Details
James Barnyak's Freestone Capital Management Experience October 2008 - March 2011
Job Regional President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  March 2011 - Present
Freestone Capital Management   October 2008 - March 2011
Smith Barney  October 1983 - August 2008

Skills
Asset Management, Wealth Management, Due Diligence

Education
Michigan State University

Kelly Allison Kelly Allison Seattle, Washington Details
Kelly Allison's Freestone Capital Management Experience April 2009 - March 2013
Job Chief Financial Officer at MOD super fast Pizza
Industry Financial Services
Experience
MOD super fast Pizza   March 2013 - Present
Freestone Capital Management   April 2009 - March 2013
Kennedy Associates Real Estate Counsel  September 2005 - April 2009
West Water Real Estate Services   October 1998 - September 2005
Vyzis Company   October 1995 - October 1998
Vyzis Company   October 1994 - October 1995
Smith, Stapp & Company   February 1991 - October 1994

Skills
Financial Analysis, Financial Reporting, GAAP, Due Diligence, Financial Modeling, Portfolio Management, Investments, Budgets

Education
Golden Gate University   1992 — 1995
Masters of Science in Taxation

University of Puget Sound   1987 — 1991
Bachelor of Arts, Cum Laude, Accounting

Sten Anderson Sten Anderson Bozeman, Montana Details
Sten Anderson's Freestone Capital Management Experience September 2008 - April 2012
Job Finance Director at Beartooth Capital Partners
Industry Investment Management
Experience
Beartooth Capital Partners   April 2012 - Present
Freestone Capital Management   September 2008 - April 2012
KPMG  July 2004 - August 2008

Skills
GAAP, Financial Reporting, Financial Accounting, Financial Analysis, Financial Modeling, US GAAP, Accounting, Auditing, Valuation, Internal Controls, CPA, Asset Managment, Sarbanes-Oxley Act, Big 4, Cash Management, Alternative Investments, Hedge Funds, Fund Accounting, Private Equity, Tax

Education
Montana State University-Bozeman   2002 — 2004
MPAc, Accounting (Master's of Professional Accountancy)

The Master's College   1998 — 2002
BA, Business Administration: Emphasis on Finance and Management

Simbarashe Rusike, CPA Simbarashe Rusike, CPA Greater Seattle Area Details
Simbarashe Rusike, CPA's Freestone Capital Management Experience September 2008 - March 2009
Job Controller at Efinancial
Industry Insurance
Experience
Efinancial  September 2012 - Present
CONSEJO COUNSELING & REFERRAL SERVICES  August 2009 - September 2012
McGladrey & Pullen  May 2008 - April 2009
Freestone Capital Management   September 2008 - March 2009
Deloitte & Touche  September 2004 - September 2007

Skills
Financial Reporting, GAAP, Audit, Accounting, Variance Analysis, Financial Analysis, Internal Controls, SOX, Auditing, Budgeting, Financial Accounting, General Ledger, Forecasting, Cash Flow, Cash Management, Due Diligence, Financial Management, Strategic Planning, Non-profits, Payroll, Budgets, Sarbanes-Oxley Act, Managerial Finance, Finance, Analysis, Financial Statements, Risk Management, Financial Audits, Revenue Recognition, QuickBooks, External Audit, Management, Leadership, Internal Audit, Strategy, US GAAP, Assurance, Process Improvement, Tax, Financial Modeling, Training, Microsoft Excel, Executive Management, Cash Flow Forecasting

Education
Seattle University   2000 — 2004
BA, Accounting, Finance & Economics

St John's College

Bruce Milam Bruce Milam Greater Seattle Area Details
Bruce Milam's Freestone Capital Management Experience September 2014 - Present
Job Managing Director, Operations, Technology and Client Service at Freestone Capital Management
Industry Financial Services
Experience
Freestone Capital Management   September 2014 - Present
HBK Capital Management  February 2005 - September 2014

Education
The University of Texas at Austin - Red McCombs School of Business
Masters, Accounting

Ashley Zielke Ashley Zielke Greater Seattle Area Details
Ashley Zielke's Freestone Capital Management Experience February 2010 - June 2010
Job ManagerInTraining at Weidner Apartment Homes
Industry Real Estate
Experience
Weidner Apartment Homes  October 2013 - Present
Cal-State Development   March 2012 - October 2013
CDW  September 2010 - 2012
Helly Hansen  February 2009 - September 2010
Redhawk Fund, Seattle University   October 2009 - August 2010
Freestone Capital Management   February 2010 - June 2010
Albers Investment Club   October 2009 - June 2010
Seattle University  2006 - 2010
Wild Tangent  July 2009 - October 2009
Merrill Lynch Financial   April 2009 - July 2009

Skills
Market Research, Analysis, Competitive Analysis, Investments, Portfolio Management, Financial Analysis, Customer Service, Financial Modeling, Budgets, Business Development, Microsoft Office, Strategic Planning, Account Management, Microsoft Excel, Outlook, Accounting, Management, Team Leadership, PowerPoint, Marketing, Sales, Solution Selling, Selling

Education
Seattle University   2006 — 2010
Bachelor of Arts in Business Administration Degree, Finance Major

American University of Rome   2008 — 2008

Stillwater Christian School   2003 — 2006

Whitefish High School

Paul Parhar Paul Parhar Seattle, Washington Details
Paul Parhar's Freestone Capital Management Experience March 2014 - Present
Job Managing Director at Freestone Capital Management
Industry Investment Management
Experience
Freestone Capital Management   March 2014 - Present
Oppenheimer & Co.   2008 - 2014
CIBC World Markets  2000 - 2008

Education
The University of British Columbia   1996 — 1997
MBA, Finance

The University of British Columbia   1988 — 1992
B.Comm., Urban Land Economics

James Stoner, CFA, CPA James Stoner, CFA, CPA Seattle, Washington Details
James Stoner, CFA, CPA's Freestone Capital Management Experience June 2013 - March 2014
Job CFO at Archon Capital Management LLC
Industry Investment Management
Experience
Archon Capital Management LLC   March 2014 - Present
Freestone Capital Management   June 2013 - March 2014
Tremblant Capital  May 2007 - May 2013
PwC  July 2006 - May 2007

Education
The University of Texas at Austin   2005 — 2006
Master's degree, Accounting

University of Washington   2001 — 2005
Bachelor's degree, Business

Pia Gillan Pia Gillan Greater Seattle Area Details
Pia Gillan's Freestone Capital Management Experience March 2010 - Present
Job Senior Wealth Management Associate Freestone Capital Management
Industry Financial Services
Experience
Freestone Capital Management   March 2010 - Present

Education
Seattle University   2005 — 2009
Bachelor of Arts, Criminal Justice w/ Specialization in Forensic Psychology

Megan Smart Megan Smart Redmond, Washington Details
Megan Smart's Freestone Capital Management Experience July 2013 - August 2014
Job Athletic Trainer at Integrated Rehabilitation Group
Industry Health, Wellness and Fitness
Experience
Integrated Rehabilitation Group  August 2014 - Present
Freestone Capital Management   July 2013 - August 2014
I Can Move Again Wellness Center   March 2013 - July 2013
Intermountain Healthcare  August 2011 - March 2013
Missionary Training Center  October 2009 - February 2013

Skills
Customer Service, Public Speaking, Microsoft Office, Wellness, Healthcare, Microsoft Excel, Nutrition, Fitness, Strategic Planning, Microsoft Word, Social Media, Cpr Certified, Human Anatomy, Athletic Training

Education
Brigham Young University   2007 — 2010
Bachelor's of Science, Athletic Training/Trainer

Brigham Young University - Idaho   2004 — 2005

Uyen Vu Uyen Vu Lynnwood, Washington Details
Uyen Vu's Freestone Capital Management Experience November 2014 - June 2015
Job Leisure, Travel & Tourism Professional
Industry Leisure, Travel & Tourism
Experience
Freestone Capital Management   November 2014 - June 2015
Windstar Cruises  March 2013 - January 2014
RR Donnelly Sons Inc   June 2008 - March 2013

Skills
Microsoft Excel, Essbase, SAP, Business Objects, V Lookups, Microsoft Word, Outlook, Lawson General Ledger, FileMaker, Fund Accounting, Hospitality Industry, Digital Media, Talent Acquisition, Human Resources

Education
Keller Graduate School of Management of DeVry University   2007 — 2010
Master's degree, Accounting and Finance

Portland State University   1997 — 2001
Bachelor's degree, Business Administration, Management and Operations