Freestone Capital Management
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.
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Freestone Capital Management Employees
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
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
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
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
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
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
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...
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Freestone Capital Management March 2010 - Present
Education
Seattle University 2005 — 2009
Bachelor of Arts, Criminal Justice w/ Specialization in Forensic Psychology
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
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