Hewins Financial Advisors
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Hewins Financial Advisors Employees
Employee
Years
Job
Industry
Diana L. Willson Diana L. Willson's Hewins Financial Advisors Experience May 2011 - October 2013
Job Innovative Digital Content Strategist | Marketing Manager | Social Media Guru
Industry Financial Services
Experience
AssetMark March 2015 - Present
Forward January 2014 - September 2014
Hewins Financial Wipfli Hewins October 2013 - January 2014
Hewins Financial Advisors May 2011 - October 2013
Hewins Financial Advisors October 2010 - May 2011
Hewins Financial Advisors March 2009 - October 2010
Skills
Social Media Marketing, Email Marketing, Marketing Strategy, Copywriting, Editing, Digital Communication..., Marketing Plan Creation, Complex Project..., Corporate Blogging, Strategic Planning, Brand Management, Brand Awareness, Branding & Identity, Product Marketing, Event Planning, Integrated Marketing, Marketing, Digital Marketing, Online Marketing, Corporate Website..., Design, Social Networking, Social Media, Blogging, Event Management, Organizational Culture, Management, Leadership, High degree of..., Investment Advisory, Mutual Funds, Alternative Investments, WordPress, Constant Contact, iContact, Microsoft CRM, Agile Project Management, Brand Implementation, Customer Service, Cross-functional..., Sales and Marketing, Multimedia, Concept Creation, Innovation, SEO, Audience Development, Content Buzz, Copy Editing, Attention to detail, Integrity
Education
Trinity College, Dublin 2007 — 2008
Master of Philosophy (M.Phil.), Medieval Language, Literature and Culture
California State University Stanislaus 2005 — 2007
Bachelor of Arts (B.A.), English
AssetMark March 2015 - Present
Forward January 2014 - September 2014
Hewins Financial Wipfli Hewins October 2013 - January 2014
Hewins Financial Advisors May 2011 - October 2013
Hewins Financial Advisors October 2010 - May 2011
Hewins Financial Advisors March 2009 - October 2010
Skills
Social Media Marketing, Email Marketing, Marketing Strategy, Copywriting, Editing, Digital Communication..., Marketing Plan Creation, Complex Project..., Corporate Blogging, Strategic Planning, Brand Management, Brand Awareness, Branding & Identity, Product Marketing, Event Planning, Integrated Marketing, Marketing, Digital Marketing, Online Marketing, Corporate Website..., Design, Social Networking, Social Media, Blogging, Event Management, Organizational Culture, Management, Leadership, High degree of..., Investment Advisory, Mutual Funds, Alternative Investments, WordPress, Constant Contact, iContact, Microsoft CRM, Agile Project Management, Brand Implementation, Customer Service, Cross-functional..., Sales and Marketing, Multimedia, Concept Creation, Innovation, SEO, Audience Development, Content Buzz, Copy Editing, Attention to detail, Integrity
Education
Trinity College, Dublin 2007 — 2008
Master of Philosophy (M.Phil.), Medieval Language, Literature and Culture
California State University Stanislaus 2005 — 2007
Bachelor of Arts (B.A.), English
David Hutchinson David Hutchinson's Hewins Financial Advisors Experience May 2012 - December 2014
Job VP, Midwest Division at AssetMark
Industry Financial Services
Experience
AssetMark June 2015 - Present
Hewins Financial Advisors May 2012 - December 2014
Minneapolis Portfolio Management Group, LLC January 2011 - May 2012
Fidelity Investments April 2009 - January 2011
Schwab Institutional January 2008 - December 2008
Schwab Institutional November 2005 - January 2008
Schwab Institutional January 2000 - November 2005
Ameriprise Financial 1990 - 1994
Skills
Wealth Management
Education
Arizona State University, W. P. Carey School of Business
Mini MBA, Services Leadership Institute
University of Minnesota - Carlson School of Management 1986 — 1990
BS, Finance
AssetMark June 2015 - Present
Hewins Financial Advisors May 2012 - December 2014
Minneapolis Portfolio Management Group, LLC January 2011 - May 2012
Fidelity Investments April 2009 - January 2011
Schwab Institutional January 2008 - December 2008
Schwab Institutional November 2005 - January 2008
Schwab Institutional January 2000 - November 2005
Ameriprise Financial 1990 - 1994
Skills
Wealth Management
Education
Arizona State University, W. P. Carey School of Business
Mini MBA, Services Leadership Institute
University of Minnesota - Carlson School of Management 1986 — 1990
BS, Finance
Jean Sumner Jean Sumner's Hewins Financial Advisors Experience 1998 - 2000
Job Accounting Manager, BRIDGE Housing
Industry Commercial Real Estate
Experience
BRIDGE Housing Corporation June 2015 - Present
Wells Fargo January 2015 - July 2015
Redwood Trust, Inc. April 2014 - December 2014
Wells Fargo January 2013 - April 2014
Union Bank March 2012 - December 2012
Wells Fargo February 2011 - April 2012
1st Capital Bank January 2007 - March 2009
River Ranch Fresh Foods November 2005 - January 2007
Fresh Choice 1998 - 2001
Hewins Financial Advisors 1998 - 2000
Skills
Start-ups, Financial Analysis, Budgets, Accounting, Process Improvement, Finance, SAP, Banking, Auditing, Forecasting, Risk Management, Strategic Financial...
Education
Santa Clara University - Leavey School of Business 1992 — 1993
MBA, Agribusiness/Finance
BRIDGE Housing Corporation June 2015 - Present
Wells Fargo January 2015 - July 2015
Redwood Trust, Inc. April 2014 - December 2014
Wells Fargo January 2013 - April 2014
Union Bank March 2012 - December 2012
Wells Fargo February 2011 - April 2012
1st Capital Bank January 2007 - March 2009
River Ranch Fresh Foods November 2005 - January 2007
Fresh Choice 1998 - 2001
Hewins Financial Advisors 1998 - 2000
Skills
Start-ups, Financial Analysis, Budgets, Accounting, Process Improvement, Finance, SAP, Banking, Auditing, Forecasting, Risk Management, Strategic Financial...
Education
Santa Clara University - Leavey School of Business 1992 — 1993
MBA, Agribusiness/Finance
Carlina Villalanti Carlina Villalanti's Hewins Financial Advisors Experience August 2007 - December 2008
Job Associate Director at Virtus Partners, LLC
Industry Financial Services
Experience
Virtus Partners, LLC April 2014 - Present
Virtus Partners, LLC October 2013 - April 2014
Citco Fund Services January 2013 - September 2013
Citco Fund Services January 2011 - December 2012
Citco Fund Services August 2009 - December 2010
Hewins Financial Advisors August 2007 - December 2008
Skills
CRM software, Excel, Investor Relations, Portfolio Management, Wealth Management, Asset Managment, Hedge Funds, Bloomberg, Private Client Services, Client Services, Mutual Funds, Microsoft Excel, CRM, Equities, Investment Management, Financial Advisory, Fixed Income
Education
Santa Clara University 2003 — 2007
Bachelor's of Science in Commerce, Finance, Economics
Virtus Partners, LLC April 2014 - Present
Virtus Partners, LLC October 2013 - April 2014
Citco Fund Services January 2013 - September 2013
Citco Fund Services January 2011 - December 2012
Citco Fund Services August 2009 - December 2010
Hewins Financial Advisors August 2007 - December 2008
Skills
CRM software, Excel, Investor Relations, Portfolio Management, Wealth Management, Asset Managment, Hedge Funds, Bloomberg, Private Client Services, Client Services, Mutual Funds, Microsoft Excel, CRM, Equities, Investment Management, Financial Advisory, Fixed Income
Education
Santa Clara University 2003 — 2007
Bachelor's of Science in Commerce, Finance, Economics
Ashley Manchia Ashley Manchia's Hewins Financial Advisors Experience June 2010 - August 2010
Job Senior Business Finance Analyst at PG&E
Industry Financial Services
Experience
Pacific Gas and Electric Company February 2013 - Present
Northwestern Mutual May 2012 - January 2013
UC Berkeley Athletics 2010 - 2012
Hewins Financial Advisors June 2010 - August 2010
Education
University of California, Berkeley 2009 — 2012
Bachelor's degree, Environmental Economics, Alumni
Pacific Gas and Electric Company February 2013 - Present
Northwestern Mutual May 2012 - January 2013
UC Berkeley Athletics 2010 - 2012
Hewins Financial Advisors June 2010 - August 2010
Education
University of California, Berkeley 2009 — 2012
Bachelor's degree, Environmental Economics, Alumni
Patrice M. Cresci, CFP® Patrice M. Cresci, CFP®'s Hewins Financial Advisors Experience May 2012 - Present
Job Principal, Regional Director at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins March 2015 - Present
Hewins Financial Wipfli Hewins June 2014 - Present
Hewins Financial Advisors May 2012 - Present
Hewins Financial Advisors January 2010 - May 2012
Hewins Financial Advisors May 2008 - January 2010
Hewins Financial Advisors June 2007 - May 2008
Hewins Financial Advisors July 2006 - July 2007
Skills
Wealth Management, Strategic Financial..., Investment Management, Financial Advisory, Personal Finance, Estate Planning, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Certified Financial..., Series 65, Financial Planning, Portfolio Management, Insurance, Financial Analysis, Retirement, Microsoft Office, Axys
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science
Hewins Financial Wipfli Hewins March 2015 - Present
Hewins Financial Wipfli Hewins June 2014 - Present
Hewins Financial Advisors May 2012 - Present
Hewins Financial Advisors January 2010 - May 2012
Hewins Financial Advisors May 2008 - January 2010
Hewins Financial Advisors June 2007 - May 2008
Hewins Financial Advisors July 2006 - July 2007
Skills
Wealth Management, Strategic Financial..., Investment Management, Financial Advisory, Personal Finance, Estate Planning, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Certified Financial..., Series 65, Financial Planning, Portfolio Management, Insurance, Financial Analysis, Retirement, Microsoft Office, Axys
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science
Kellie Rose Friedman Kellie Rose Friedman's Hewins Financial Advisors Experience November 2010 - March 2011
Job Brand Manager at DL1961 Premium Denim
Industry Apparel & Fashion
Experience
DL1961 Premium Denim June 2015 - Present
DL 1961 Premium Denim June 2014 - Present
Teri Jon Sports Inc. August 2013 - June 2014
Sequins Studs-N-Roses July 2012 - August 2013
Third Wave Fashion March 2013 - July 2013
Third Wave Fashion August 2012 - July 2013
Marsh & McLennan Companies, Inc. April 2011 - August 2012
Hewins Financial Advisors November 2010 - March 2011
Scarlett Willow September 2009 - January 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Accounting, Financial Modeling, Microsoft Word, Risk Management, Access, Finance, Insurance, Fashion, Social Media, WordPress, Buffer, Public Relations, Blogging, Competitive Analysis, Market Research, Marketing, Social Media Marketing, Event Management, Google Analytics, Microsoft Office, Outlook, Customer Service, Editorial, Facebook Marketing, Strategic Financial..., Bloomberg, Styling, Corporate Branding, Word Press, Event Planning, Copywriting, Digital Marketing, Entrepreneurship, E-commerce, Start-ups
Education
Columbia University in the City of New York 2012 — 2013
Advanced Business Certificate Program, Business
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelors in Commerce, Finance
Imperial College London 2009 — 2010
Bachelor of Business Administration (BBA)
DL1961 Premium Denim June 2015 - Present
DL 1961 Premium Denim June 2014 - Present
Teri Jon Sports Inc. August 2013 - June 2014
Sequins Studs-N-Roses July 2012 - August 2013
Third Wave Fashion March 2013 - July 2013
Third Wave Fashion August 2012 - July 2013
Marsh & McLennan Companies, Inc. April 2011 - August 2012
Hewins Financial Advisors November 2010 - March 2011
Scarlett Willow September 2009 - January 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Accounting, Financial Modeling, Microsoft Word, Risk Management, Access, Finance, Insurance, Fashion, Social Media, WordPress, Buffer, Public Relations, Blogging, Competitive Analysis, Market Research, Marketing, Social Media Marketing, Event Management, Google Analytics, Microsoft Office, Outlook, Customer Service, Editorial, Facebook Marketing, Strategic Financial..., Bloomberg, Styling, Corporate Branding, Word Press, Event Planning, Copywriting, Digital Marketing, Entrepreneurship, E-commerce, Start-ups
Education
Columbia University in the City of New York 2012 — 2013
Advanced Business Certificate Program, Business
Santa Clara University - Leavey School of Business 2007 — 2011
Bachelors in Commerce, Finance
Imperial College London 2009 — 2010
Bachelor of Business Administration (BBA)
Jandy Rowe Jandy Rowe's Hewins Financial Advisors Experience June 2001 - Present
Job Principal, Director of Client Service at Hewins Financial Advisors
Industry Financial Services
Experience
Hewins Financial Advisors June 2001 - Present
Education
University of Massachusetts Boston
Hewins Financial Advisors June 2001 - Present
Education
University of Massachusetts Boston
Roger Hewins Roger Hewins's Hewins Financial Advisors Experience October 1999 - Present
Job President at Hewins Financial | Wipfli Hewins
Industry Financial Services
Experience
Hewins Financial Wipfli Hewins October 1999 - Present
Hewins Financial Advisors October 1999 - Present
Church of St. George June 2013 - September 2015
Ordway Center for the Performing Arts June 2011 - September 2015
Archdiocese of St. Paul and Minneapolis June 2013 - June 2015
Guitars for Vets June 2011 - August 2014
PR Taylor 1994 - 1999
Barclays Global Investors 1989 - 1993
Intel 1983 - 1989
United States Marine Corps 1977 - 1981
Skills
Investments, Estate Planning, High Net Worth..., Financial Advisory, Personal Finance
Education
Harvard Business School 1981 — 1983
MBA
Fordham University 1973 — 1977
BS, Psychology
Hewins Financial Wipfli Hewins October 1999 - Present
Hewins Financial Advisors October 1999 - Present
Church of St. George June 2013 - September 2015
Ordway Center for the Performing Arts June 2011 - September 2015
Archdiocese of St. Paul and Minneapolis June 2013 - June 2015
Guitars for Vets June 2011 - August 2014
PR Taylor 1994 - 1999
Barclays Global Investors 1989 - 1993
Intel 1983 - 1989
United States Marine Corps 1977 - 1981
Skills
Investments, Estate Planning, High Net Worth..., Financial Advisory, Personal Finance
Education
Harvard Business School 1981 — 1983
MBA
Fordham University 1973 — 1977
BS, Psychology
Lauryn Agnew Lauryn Agnew's Hewins Financial Advisors Experience 2008 - October 2009
Job Founder at Bay Area Impact Investing Initiative
Industry Investment Management
Experience
Bay Area Impact Investing Initiative May 2012 - Present
Girl Scouts National Pension Advisory Committee December 2011 - Present
Take Action! Impact Investing Conference Series August 2010 - Present
San Mateo County Employees Retirement Association November 2009 - Present
United Way of the Bay Area July 2009 - Present
Girl Scouts Northern California January 2000 - Present
Seal Cove Financial October 1994 - Present
Seal Cove Financial 1994 - Present
Hewins Financial Advisors 2008 - October 2009
Immaculate Conception Academy 1999 - 2009
Education
University of Oregon 1978 — 1980
MBA, Finance
Whitman College 1973 — 1977
BA, Economics
Bay Area Impact Investing Initiative May 2012 - Present
Girl Scouts National Pension Advisory Committee December 2011 - Present
Take Action! Impact Investing Conference Series August 2010 - Present
San Mateo County Employees Retirement Association November 2009 - Present
United Way of the Bay Area July 2009 - Present
Girl Scouts Northern California January 2000 - Present
Seal Cove Financial October 1994 - Present
Seal Cove Financial 1994 - Present
Hewins Financial Advisors 2008 - October 2009
Immaculate Conception Academy 1999 - 2009
Education
University of Oregon 1978 — 1980
MBA, Finance
Whitman College 1973 — 1977
BA, Economics
Heather Horn's Hewins Financial Advisors Experience February 2011 - August 2011
Job Client Services Administrator at Kidwell
Industry Information Technology and Services
Experience
Kidwell April 2014 - Present
Nebraska Interactive, LLC October 2012 - January 2014
Bob Sight Ford November 2011 - July 2012
Hewins Financial Advisors February 2011 - August 2011
RelyLocal - Lee's Summit September 2010 - February 2011
State Street May 2010 - September 2010
State Street June 2009 - July 2009
Bank of the West 2007 - 2009
Bank Midwest March 2003 - October 2005
Skills
Accounting, Management, Customer Service, Finance, Marketing, Microsoft Office, Account Management, Microsoft Excel, Marketing Strategy, Social Media Marketing, Website Development, Local Government, State Government, Office Administration, Accounts Receivable, System Testing, Creative Services, Live Communication..., Issue Management, Quality Management, Marketing Photography, Creative Campaign..., Entrepreneurship, Creative..., Brand Management, Social Media Advertising, Successful Business..., Project Estimation, Sales, Process Improvement, Social Media, Access, Leadership
Education
Avila University 2008 — 2010
BSBA Finance, Business, Finance, Accounting, Economics
Longview Community College 2006 — 2008
Associate in Arts, Business
Northwest Missouri State University 2005 — 2005
N/A, Business emphasis
Maryville R-II High School 1999 — 2002
Kidwell April 2014 - Present
Nebraska Interactive, LLC October 2012 - January 2014
Bob Sight Ford November 2011 - July 2012
Hewins Financial Advisors February 2011 - August 2011
RelyLocal - Lee's Summit September 2010 - February 2011
State Street May 2010 - September 2010
State Street June 2009 - July 2009
Bank of the West 2007 - 2009
Bank Midwest March 2003 - October 2005
Skills
Accounting, Management, Customer Service, Finance, Marketing, Microsoft Office, Account Management, Microsoft Excel, Marketing Strategy, Social Media Marketing, Website Development, Local Government, State Government, Office Administration, Accounts Receivable, System Testing, Creative Services, Live Communication..., Issue Management, Quality Management, Marketing Photography, Creative Campaign..., Entrepreneurship, Creative..., Brand Management, Social Media Advertising, Successful Business..., Project Estimation, Sales, Process Improvement, Social Media, Access, Leadership
Education
Avila University 2008 — 2010
BSBA Finance, Business, Finance, Accounting, Economics
Longview Community College 2006 — 2008
Associate in Arts, Business
Northwest Missouri State University 2005 — 2005
N/A, Business emphasis
Maryville R-II High School 1999 — 2002
Joseph Park Joseph Park's Hewins Financial Advisors Experience June 2007 - September 2008
Job Financial Services Professional
Industry Financial Services
Experience
Constellation Wealth Advisors September 2008 - Present
Hewins Financial Advisors June 2007 - September 2008
Skills
Asset Allocation, Investments, Investment Strategies, Portfolio Management, Wealth Management, Investment Management, Private Equity, Data Analysis, Investment Advisory, Capital Markets, Axys, Morningstar Direct, Performance Reporting, GIPS Compliance, Thompson Portfolio..., Operational Due..., Project Management, Financial Services
Education
UC Davis Graduate School of Management
Master of Business Administration (MBA), Finance
University of California, Davis
Bachelor of Arts (BA), Economics
Constellation Wealth Advisors September 2008 - Present
Hewins Financial Advisors June 2007 - September 2008
Skills
Asset Allocation, Investments, Investment Strategies, Portfolio Management, Wealth Management, Investment Management, Private Equity, Data Analysis, Investment Advisory, Capital Markets, Axys, Morningstar Direct, Performance Reporting, GIPS Compliance, Thompson Portfolio..., Operational Due..., Project Management, Financial Services
Education
UC Davis Graduate School of Management
Master of Business Administration (MBA), Finance
University of California, Davis
Bachelor of Arts (BA), Economics
Keley Petersen's Hewins Financial Advisors Experience July 2004 - September 2005
Job Founder and C.E.O. at Willow Grove Advisors, LLC
Industry Investment Management
Experience
Willow Grove Advisors, LLC December 2008 - Present
ProVisors 2011 - 2015
ProVisors 2011 - 2015
Contango Capital Advisors October 2005 - November 2008
Hewins Financial Advisors July 2004 - September 2005
Deloitte & Touche July 1999 - September 2003
Pacific Environment 1998 - 2003
As You Sow Foundation 1995 - 2003
Progress Investment Management June 1997 - September 1999
Progressive Asset Management April 1995 - June 1997
Skills
Socially Responsible..., Investment Management, Investment Strategies, Financial Services, Financial Advisory, Wealth Management, Investments, Finance, Mergers & Acquisitions, Asset Managment, Trading, Fixed Income, Entrepreneurship, Investment Advisory, Portfolio Management, Leadership, Wealth Management..., Valuation, Strategic Planning, Venture Capital, Strategy, Tax, Hedge Funds, Asset Allocation, High Net Worth..., Sales, Equities, Strategic Financial..., Financial Modeling, Accounting, Alternative Investments, Private Equity, Wealth, Securities, Mutual Funds, Emerging Markets, Due Diligence, Investment Banking, Equity Research, Investor Relations, Corporate Development, Capital Markets, Funding
Education
Harvard Business School 1985 — 1987
MBA, Management and Finance
University of Nebraska at Omaha 1979 — 1982
BSBA, Marketing, Management, Math, Political Science
Willow Grove Advisors, LLC December 2008 - Present
ProVisors 2011 - 2015
ProVisors 2011 - 2015
Contango Capital Advisors October 2005 - November 2008
Hewins Financial Advisors July 2004 - September 2005
Deloitte & Touche July 1999 - September 2003
Pacific Environment 1998 - 2003
As You Sow Foundation 1995 - 2003
Progress Investment Management June 1997 - September 1999
Progressive Asset Management April 1995 - June 1997
Skills
Socially Responsible..., Investment Management, Investment Strategies, Financial Services, Financial Advisory, Wealth Management, Investments, Finance, Mergers & Acquisitions, Asset Managment, Trading, Fixed Income, Entrepreneurship, Investment Advisory, Portfolio Management, Leadership, Wealth Management..., Valuation, Strategic Planning, Venture Capital, Strategy, Tax, Hedge Funds, Asset Allocation, High Net Worth..., Sales, Equities, Strategic Financial..., Financial Modeling, Accounting, Alternative Investments, Private Equity, Wealth, Securities, Mutual Funds, Emerging Markets, Due Diligence, Investment Banking, Equity Research, Investor Relations, Corporate Development, Capital Markets, Funding
Education
Harvard Business School 1985 — 1987
MBA, Management and Finance
University of Nebraska at Omaha 1979 — 1982
BSBA, Marketing, Management, Math, Political Science
McKenzie Sullivan, CFP®'s Hewins Financial Advisors Experience January 2011 - October 2013
Job Senior Client Analyst at ICONIQ Capital
Industry Financial Services
Experience
ICONIQ Capital November 2013 - Present
Hewins Financial Advisors January 2011 - October 2013
Hewins Financial Advisors April 2010 - December 2010
Hewins Financial Advisors January 2010 - March 2010
CBS Radio June 2009 - September 2009
Skills
Certified Financial..., Wealth Management, Microsoft Excel, Strategic Financial..., Series 65, Investment Advisory, Retirement Planning, Financial Services, Personal Financial..., Financial Advisory, Financial Planners, Personal Finance, Investment Management, Axys, Microsoft Office, Word, PowerPoint, Outlook, Finance, Investments
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science in Commerce, Finance
ICONIQ Capital November 2013 - Present
Hewins Financial Advisors January 2011 - October 2013
Hewins Financial Advisors April 2010 - December 2010
Hewins Financial Advisors January 2010 - March 2010
CBS Radio June 2009 - September 2009
Skills
Certified Financial..., Wealth Management, Microsoft Excel, Strategic Financial..., Series 65, Investment Advisory, Retirement Planning, Financial Services, Personal Financial..., Financial Advisory, Financial Planners, Personal Finance, Investment Management, Axys, Microsoft Office, Word, PowerPoint, Outlook, Finance, Investments
Education
Santa Clara University - Leavey School of Business 2006 — 2010
Bachelor of Science in Commerce, Finance
Scott Emblen, CFP® Scott Emblen, CFP®'s Hewins Financial Advisors Experience March 2006 - January 2008
Job Financial Advisor at Skyline Financial Northwest
Industry Investment Management
Experience
Skyline Financial Northwest January 2015 - Present
Springwater Wealth Management, LLC August 2013 - December 2014
Maas Capital 2010 - December 2014
Parametric January 2008 - March 2009
Hewins Financial Advisors March 2006 - January 2008
Charles Schwab & Co. 2000 - 2004
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Pensions, Asset Allocation, Finance, Retirement Planning, Investment Management, Estate Planning, Mutual Funds, Employee Stock Options, Qualified Retirement..., Retirement Plan..., Wealth, Financial Planning, Investment Advisory, Wealth Management..., Financial Advisory, Investments, Risk Management, Asset Management, Investment Strategies, Retirement, Financial Analysis
Education
Oregon State University 1987 — 1991
BS
Skyline Financial Northwest January 2015 - Present
Springwater Wealth Management, LLC August 2013 - December 2014
Maas Capital 2010 - December 2014
Parametric January 2008 - March 2009
Hewins Financial Advisors March 2006 - January 2008
Charles Schwab & Co. 2000 - 2004
Skills
Strategic Financial..., Portfolio Management, Wealth Management, Pensions, Asset Allocation, Finance, Retirement Planning, Investment Management, Estate Planning, Mutual Funds, Employee Stock Options, Qualified Retirement..., Retirement Plan..., Wealth, Financial Planning, Investment Advisory, Wealth Management..., Financial Advisory, Investments, Risk Management, Asset Management, Investment Strategies, Retirement, Financial Analysis
Education
Oregon State University 1987 — 1991
BS
Peggy McKleroy's Hewins Financial Advisors Experience February 2011 - March 2011
Job J
Industry Financial Services
Experience
No Name Now March 2011 - Present
Hewins Financial Advisors February 2011 - March 2011
Charles Schwab January 2004 - February 2011
UBS March 2001 - January 2004
Charles Schwab November 1998 - February 2001
Education
The University of Connecticut School of Business 1973 — 1976
bs, marketing
No Name Now March 2011 - Present
Hewins Financial Advisors February 2011 - March 2011
Charles Schwab January 2004 - February 2011
UBS March 2001 - January 2004
Charles Schwab November 1998 - February 2001
Education
The University of Connecticut School of Business 1973 — 1976
bs, marketing
Vicky Bashkatova's Hewins Financial Advisors Experience September 2009 - September 2011
Job Accountant & Bookkeeper
Industry Financial Services
Experience
University of Illinois at Chicago September 2013 - Present
Jackson Wabash March 2013 - September 2013
Glam Media November 2011 - January 2013
Hewins Financial Advisors September 2009 - September 2011
Parkside Lending, LLC January 2007 - January 2009
Bryco Funding February 2006 - January 2007
UCSC Student Media August 2005 - February 2006
City On A Hill Press March 2003 - January 2005
Skills
QuickBooks, Excel, Microsoft Dynamics, ADP Payroll, ERP Software, Account Reconciliation, Bank Reconciliation, Bookkeeping, Accounting, Accounts Payable, Critical Thinking, Microsoft Excel, Finance, Forecasting, Payroll, Budgets, Financial Analysis, Financial Statements, General Ledger, Microsoft Office
Education
University of Illinois at Chicago 2013 — 2014
Master of Science (MS), Accounting
University of California, Santa Cruz 2002 — 2004
BA, Legal Studies, Philosophy
City College of San Francisco
Associates, Accounting
University of Illinois at Chicago September 2013 - Present
Jackson Wabash March 2013 - September 2013
Glam Media November 2011 - January 2013
Hewins Financial Advisors September 2009 - September 2011
Parkside Lending, LLC January 2007 - January 2009
Bryco Funding February 2006 - January 2007
UCSC Student Media August 2005 - February 2006
City On A Hill Press March 2003 - January 2005
Skills
QuickBooks, Excel, Microsoft Dynamics, ADP Payroll, ERP Software, Account Reconciliation, Bank Reconciliation, Bookkeeping, Accounting, Accounts Payable, Critical Thinking, Microsoft Excel, Finance, Forecasting, Payroll, Budgets, Financial Analysis, Financial Statements, General Ledger, Microsoft Office
Education
University of Illinois at Chicago 2013 — 2014
Master of Science (MS), Accounting
University of California, Santa Cruz 2002 — 2004
BA, Legal Studies, Philosophy
City College of San Francisco
Associates, Accounting
Kris Mauger's Hewins Financial Advisors Experience December 2011 - Present
Job Client Service Specialist at Hewins Financial Advisors
Industry Financial Services
Experience
Hewins Financial Advisors December 2011 - Present
Asset Strategies & Management, Inc. April 2004 - November 2009
Amdahl Corp. 1984 - 1986
Amdahl Corp. 1983 - 1984
Price Waterhouse (now PricewaterhouseCoopers) 1981 - 1983
Education
Cornell University - Johnson Graduate School of Management
M.B.A., Finance & Accounting
Smith College
B.A., Economics
Hewins Financial Advisors December 2011 - Present
Asset Strategies & Management, Inc. April 2004 - November 2009
Amdahl Corp. 1984 - 1986
Amdahl Corp. 1983 - 1984
Price Waterhouse (now PricewaterhouseCoopers) 1981 - 1983
Education
Cornell University - Johnson Graduate School of Management
M.B.A., Finance & Accounting
Smith College
B.A., Economics