Guidant Financial
Industry: Company
DescriptionGuidant Financial is a small business financing company offering self-directed IRAs and alternative small business financing solutions. The company specializes in 401 rollovers. Based in Bellevue, Washington, the company helps clients use retirement funds to invest in or finance a business. Founded: 2003 Headquarters: Bellevue, WA Number of locations: 4 Founders: David Nilssen, Jeremy Ames
Guidant Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Guidant Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Guidant Financial Employees
Guidant Financial August 2014 - Present
Ark Law Group, PLLC December 2012 - August 2014
Law Office of Stewart & Hause June 2012 - December 2012
Koller Law, PC October 2009 - September 2010
Philadelphia District Attorney's Office May 2009 - August 2009
Skills
Bankruptcy, Employment Law
Education
Drexel University 2008 — 2011
Juris Doctor
Point Park University 2005 — 2008
B.A., Journalism
T-Mobile June 2015 - Present
DocuSign August 2014 - January 2015
Guidant Financial December 2012 - April 2014
Verizon Wireless March 2011 - June 2012
InSpa Corporation January 2011 - August 2011
Sunspaces September 2008 - June 2009
Wyndham Vacation Ownership July 2007 - January 2008
Skills
Customer Service, Public Speaking, Process Scheduler, Data Entry, Outlook, Microsoft Excel, Public Relations, Social Media, Sales, Microsoft Office, Microsoft Word, Organization, Receptionist Duties, Relationship Management, Call Center, Office Administration, Sales Management, Reliability, Communication, Customer Satisfaction, Negotiation, Call Centers, Employee Benefits
Education
Eastern Washington University 2009 — 2012
Marketing, Business, Marketing, Advertising
Bellevue Community College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Guidant Financial June 2015 - Present
Guidant Financial July 2014 - June 2015
Guidant Financial Group October 2013 - July 2014
Guidant Financial Group December 2012 - September 2013
REI October 2012 - December 2012
The Cheesecake Factory June 2010 - April 2011
Pinnacle Security May 2008 - August 2009
Deseret Industries August 2006 - April 2008
Skills
Sales, Hospitality, Time Management, Written & Oral..., Public Speaking, Training, Self Directed IRA, Simple IRA, Persuasive Writing, 401k Rollovers, Salesforce.com, Retail Category..., Organization, Outdoor Recreation, Microsoft Word, PowerPoint, Social Media, Microsoft Office, Direct Sales, Coaching, Teamwork, Customer Service, Leadership, Management, Team Building
Education
University of Washington 2011 — 2012
Bachelor of Arts (B.A.)
Highline Community College 2009 — 2011
Associate's of Business
Guidant Financial May 2014 - Present
Guidant Financial August 2011 - May 2014
Copper Mountain Resort August 2010 - July 2011
Copper Mountain Resort August 2009 - August 2010
Education
Dickinson College
Bachelor's Degree, History
Bell Leadership Institue
Achievers I Seminar
Seattle Research Partners
PHR Examination Prep
Guidant Financial July 2014 - Present
Guidant Financial Group February 2013 - May 2013
Guidant Financial Group March 2012 - February 2013
Symetra July 2006 - January 2012
Skills
Insurance, Sales, Customer Service, Salesforce.com, 401k Rollovers, Franchising, Employee Benefits, Consultative Sales..., Small Business, Account Management, Entrepreneurship, Lead Generation, Team Building, Leadership, Marketing, Sales Management, Start-ups, Finance, Selling, Microsoft Office
Education
Central Washington University 1998 — 2002
Business, Management, Marketing, and Related Support Services
Guidant Financial September 2014 - Present
Guidant Financial Group June 2013 - June 2014
Jetston April 2012 - October 2012
Greater China December 2011 - July 2012
SpinTek Marketing August 2009 - March 2011
Wise Guys Comedy Club September 2007 - February 2008
Skills
Sales, Chinese, Mandarin, International Trade, New Business Development, Entrepreneurship, Sales Management, Customer Service, Public Speaking, Strategic Planning, Marketing Strategy, Logistics, Management, Microsoft Office, Creative Writing, Writing, Business Strategy, Marketing, Sourcing
Education
Brigham Young University 2008 — 2012
BA: Mandarin Chinese, BS: Geography: Geospatial Intelligence, Chinese Language and Literature
UL May 2014 - Present
Intertek December 2012 - May 2014
Intertek Testing Services March 2010 - December 2012
BeachFit Maui March 2009 - March 2010
Guidant Financial Group January 2007 - December 2008
Guidant Financial July 2005 - January 2007
Fisher Investments Inc. February 2004 - June 2005
Skills
All word and excel..., Project management, New Channel Development, New Business Development, Strategic Planning, Account Management, Sales Management, Business Development, Marketing Strategy, Business Strategy, Marketing, Sales, B2B, Leadership, Management, Product Development, Project Management, Sales Operations, Product Marketing, Manufacturing, Strategy, Key Account Management, Medical Devices, Product Management, Cross-functional Team..., SaaS, Competitive Analysis, Sales Process, Entrepreneurship, International Business, Business Planning, Selling, Solution Selling, Strategic Partnerships, Lead Generation, Direct Sales, International Sales, Process Improvement, Contract Negotiation, Product Launch, Marketing Management, CRM, Market Research, Consulting
Education
University of Puget Sound 1998 — 2002
Business, BA, Business, Marketing
Tahoma High School 1994 — 1998
Diploma
Guidant Financial May 2015 - Present
ABC Legal Services September 2011 - May 2015
ABC Legal Services February 2013 - March 2015
Skills
Salesforce.com, Building Relationships, Customer Service, Sales, Email Marketing, Account Management, Wireless, Marketing, Legal Assistance, Cold Calling, Negotiation, B2B, Contract Negotiation, Social Networking, Sales Management, Management, Social Media Marketing, Event Planning, Online Marketing, Social Media, Communication, Microsoft Excel, Legal Research, Outlook, Leadership
Education
Highline Community College 2002 — 2004
Guidant Financial October 2014 - Present
Market Leader Inc. November 2013 - October 2014
Market Leader Inc. June 2013 - November 2013
QuoteWizard August 2012 - April 2013
QuoteWizard February 2011 - August 2012
Outback Steak House January 2005 - January 2011
ABC Legal Services January 2009 - January 2010
Skills
Sales, Customer Service, Administrative Work, Salesforce.com, Email Marketing, Phone Etiquette, SSPS, Microsoft Office, Social Networking, Training, Facebook, Advertising, Negotiation, Social Media Marketing, Account Management, Leadership, Marketing, Lead Generation, Online Marketing, Online Advertising, Cold Calling, Social Media, Marketing Strategy, Sales Process
Education
University of Utah 2010 — 2010
Bachelor of Science, Sociology
Bellevue College
Associate's degree, General Studies
Guidant Financial September 2014 - Present
TechConFed LLC December 2009 - May 2012
Systematic Financial Management June 2003 - July 2008
Skills
Outlook, Account Reconciliation, Human Resources, Microsoft Word, PowerPoint, Photoshop, Invoicing, Microsoft Office, Customer Service, Microsoft Excel, Portrait Photography, Administrative..., Axys, E-Verify, Salesforce.com, NetDocuments
Education
Southern New Hampshire University 2014 — 2018
Master's Degree, Forensic Accounting
William Paterson University of New Jersey 2004 — 2008
Bachelor of Arts (B.A.), Communication and Media Studies
Bergen Community College 2002 — 2004
n/a, Animation
Hofstra University 2000 — 2002
n/a, Theatre/Theater
Microsoft June 2013 - Present
Guidant Financial June 2014 - September 2014
Varian Medical Systems August 2012 - January 2013
Half Price Heaven February 2012 - July 2012
Galileo Processing November 2011 - February 2012
Blockbuster August 2011 - December 2011
Volt Technical Resources August 2011 - October 2011
Pizza Time April 2011 - August 2011
ACS, a Xerox Company January 2011 - April 2011
Forgefire September 2010 - March 2011
Skills
Programming, C#, C++, Game Programming, Computer Hardware, HTML, PHP
Education
DeVry University 2007 — 2011
Bachelor of Science, Game and Simulation Programming
Alta High School, Class of 2007 2004 — 2007
High School Diploma
HomeStreet Bank May 2015 - Present
Guidant Financial June 2014 - May 2015
Nordstrom June 2013 - August 2013
Skills
Microsoft Excel
Education
Pacific Lutheran University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, 3.45
Federal Way School District August 2014 - Present
Guidant Financial May 2014 - August 2014
Renton School District January 2014 - May 2014
Guidant Financial Group October 2013 - December 2013
La Petite Academy August 2012 - July 2013
Sound Ford - Fleet Department July 2012 - November 2012
KinderCare April 2011 - June 2012
York Childcare March 2010 - April 2011
Blaine Elementary School September 2010 - October 2010
Lummi Nation School March 2010 - June 2010
Skills
Leadership, Research, Microsoft Office, Teaching, Marketing, Staff Development, Tutoring, Coaching, Social Networking, Spanish, Critical Thinking, Team Building, Classroom, Outlook, Workshop Facilitation, Process Scheduler, Editing
Education
Grand Canyon University 2011 — 2014
Masters in Elementary Education, Social Studies Concentration
Western Washington University 2007 — 2011
B.A., Anthropology/Social Studies
Tahoma Senior High School 2003 — 2007
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 2013 - Present
NuWire Investor 2013 - Present
Guidant Financial 2012 - 2013
Guidant Financial 2008 - 2011
NuWire Investor 2007 - 2008
Guidant Financial Group 2004 - 2006
EQ Estate Brokers 2002 - 2004
Skills
Salesforce.com, Project Planning, Alternative Investments, Start-ups, Process Improvement, Content Development, Strategic Planning, Online Advertising, Program Management, Finance, Strategy, Account Management, New Business Development, Marketing, Strategic Partnerships, Lead Generation, Investments, Small Business, Business Development, Sales, Sales Operations, Management, Team Building, CRM
Education
Northwest University
Business Management, Business
Guidant Financial April 2014 - Present
Express Credit Union September 2011 - April 2014
Global Partnerships October 2010 - July 2011
Mennonite Central Committee May 2010 - July 2010
Mennonite Central Committee July 2009 - June 2010
Skills
Community Development, International..., Nonprofits, Research, Community Outreach, Fundraising, Economic Development, Volunteer Management, Microfinance, Program Development, Social Entrepreneurship, Grant Writing, Project Planning, Non-profits, Public Speaking, Teaching, Social Networking, Strategic Planning, Spanish, Financial Education, Banking, Social Media, Microsoft Excel, Editing, Leadership, Financial Coaching, Salesforce.com, Microsoft Office
Education
Northwest University 2011 — 2013
Masters, International Community Development
Seattle Pacific University 2005 — 2009
BA, Economics, Political Science
VADIS March 2015 - Present
RICOH Contracting for T-Mobile November 2014 - December 2014
Guidant Financial September 2014 - October 2014
Puget Sound Blood Center October 2013 - August 2014
Bad Grammar Theater January 2013 - October 2013
Whole Foods Market October 2011 - April 2013
Caribou Coffee January 2010 - June 2012
University of Utah July 2010 - December 2010
Misericordia Heart of Mercy Center May 2009 - June 2010
Valparaiso University August 2006 - August 2009
Skills
Customer Service, Training, Social Media, Public Relations, Public Speaking, Event Planning, Microsoft Office, PowerPoint, Facebook, Microsoft Excel, Nonprofits, Program Development, Teaching, Research, Community Outreach, Fundraising, Time Management, Leadership Development, Leadership, Student Development
Education
Bellevue College 2015 — 2016
None, American Sign Language (ASL)
Valparaiso University 2005 — 2009
Bachelor of Arts, History
Guidant Financial May 2015 - Present
Apple April 2011 - Present
Pc Doctor March 2009 - March 2011
RadioShack September 2008 - March 2009
Skills
Public Speaking, Product Marketing, Sales, Project Management, Microsoft Office, Customer Service, Selling, Strategic Planning, Solution Selling, Training, Microsoft Excel, Management, Apple Certified, Product Development, Technical Support, Team Leadership, Troubleshooting, Mac, OS X
Education
Seattle Pacific University 2006 — 2008
Computer Science
Bellevue College
Walgreens formerly Drugstore.com May 2011 - Present
Guidant Financial 2013 - 2014
Boeing/TEK Systems February 2010 - July 2011
WhitePages 2008 - 2008
Education
Central Washington University 2006 — 2009
Information Technology, Network Administration
Juanita
Guidant Financial August 2014 - Present
University of Idaho September 2013 - May 2014
Office Depot September 2011 - June 2012
Skills
Process Management, Business Process..., Six Sigma, Human Resources, AutoCAD, Adobe Design Programs, Microsoft Office, Rhino, Communication, Market Analysis, Presentations, Critical Thinking, Customer Service, Customer Satisfaction, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft PowerPoint
Education
University of Idaho 2009 — 2014
Bachelor of Science (B.S.), Operations Management
University of Idaho 2009 — 2014
Bachelor of Science (B.S.), Human Resources Management