KMS Financial Services, Inc.

Description

Address: 2001 6th Ave #2801, Seattle, WA 98121 Hours: Open ⋅ Closes 4PM Friday8AM–4PMSaturdayClosedSundayClosedMonday8AM–4PMTuesday8AM–4PMWednesday8AM–4PMThursday8AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (206) 441-2885Category: : : : : : : Place name: Website: Website: http://www.campbell-financial.net/ Category: Financial Institution 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. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 9 AM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of KMS Financial Services Inc Posting publicly on the Web Write a review Reviews Be the first to review

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KMS Financial Services, Inc. Employees

Employee
Years
Job
Industry
Dan Giddens Dan Giddens Greater Seattle Area Details
Dan Giddens's KMS Financial Services, Inc. Experience June 2014 - Present
Job Financial Advisor at KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc.   June 2014 - Present
Clark Capital Management Group  March 2004 - June 2014

Skills
Asset Allocation, Fixed Annuities, Retirement Planning

Education
University of Pennsylvania - The Wharton School   2013 — 2013
CERTIFIED INVESTMENT MANAGEMENT ANALYST

Southern Illinois University, Edwardsville   1980 — 1983
Master of Business Administration (M.B.A.), FINANCE AND MARKETING

Alvin Chang Alvin Chang Lakewood, Washington Details
Alvin Chang's KMS Financial Services, Inc. Experience June 2010 - December 2010
Job Founder and Owner at Gladeview Property Management
Industry Real Estate
Experience
Gladeview Property Management   July 2013 - Present
Gift Help   June 2012 - December 2013
OLTIS SOFTWARE, LLC.   August 2012 - August 2013
OLTIS SOFTWARE, LLC.   June 2012 - July 2013
T.D. Wang Advertising Group, LLC   June 2012 - September 2012
T.D. Wang Advertising Group, LLC   October 2011 - January 2012
Chinese Student Association (CSA)   June 2010 - June 2011
KMS Financial Services, Inc.   June 2010 - December 2010
CUTCO Cutlery  May 2009 - August 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Teamwork, Public Speaking, Windows, English, Illustrator, Facebook, Outlook, Event Planning, Chinese, Mandarin, Social Media Marketing, Marketing, Time Management, Blogging, Social Networking, Marketing Strategy, Sales, Event Management

Education
University of Washington   2008 — 2012
Bachelor of Arts (B.A.), Organizational Communication, General

Sichuan University   2011 — 2011
Foreign Study, Chinese Language and Literature, 3.8

Lesley Heerwagen Lesley Heerwagen Seattle, Washington Details
Lesley Heerwagen's KMS Financial Services, Inc. Experience March 2008 - June 2012
Job Graduate Student
Industry Primary/Secondary Education
Experience
KMS Financial Services, Inc.   March 2008 - June 2012
First Southwest Company  June 2007 - February 2008
Woodard Insurance, LLP   January 2005 - March 2007

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Finance

Education
Seattle Pacific University   2015 — 2017
Master of Arts in Teaching, Elementary Education and Teaching

Texas Christian University - M.J. Neeley School of Business   2002 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Abilene Christian University   2001 — 2002

Jessica Villalobos Jessica Villalobos Spokane, Washington Area Details
Jessica Villalobos's KMS Financial Services, Inc. Experience December 2014 - June 2015
Job Public Relations Director at 5 Mile Smiles DDS
Industry Public Relations and Communications
Experience
5 Mile Smiles DDS   June 2015 - Present
KMS Financial Services, Inc.   December 2014 - June 2015
Communities In Schools of Spokane County   August 2012 - December 2013
Spokane Parks Foundation   January 2012 - April 2012
West Corporation  December 2003 - September 2006

Skills
Public Relations, Public Speaking, Advertising, Marketing, Communication, Activism, Cultural Awareness, Diversity, Community Outreach, Community Development, Press Releases, Media Relations, Newsletters, Facebook, Event Planning, Social Networking, Campaigns, Fundraising, Event Management, Social Media, Nonprofits, Volunteer Recruiting, Social Media Marketing, Annual Giving, Youth Mentoring, Community Service, Youth Development, Social Media Outreach, Strategic Communications, Crisis Communications, Internal Communications, Marketing Communications, Editing, Grant Writing, Community Engagement, Email Marketing, Online Marketing, WordPress, Volunteer Management, Corporate Communications, Brand Development, Online Advertising, Marketing Strategy, PowerPoint, Publicity, Market Research, Speech Writing, Strategic Public..., Customer Service, Blogging

Education
Gonzaga University   2011 — 2014
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication

Spokane Falls Community College   2009 — 2011
Associate of Arts (AA), Communication, General

Alexis Vanden Bos, CFP® Alexis Vanden Bos, CFP® Seattle, Washington Details
Alexis Vanden Bos, CFP®'s KMS Financial Services, Inc. Experience May 2001 - June 2003
Job Chief Compliance Officer
Industry Financial Services
Experience
E.K. Riley Investments, LLC   June 2003 - June 2015
KMS Financial Services, Inc.   May 2001 - June 2003
Wells Fargo Advisors  August 2000 - May 2001

Skills
Securities, Investments, Mutual Funds, Equities, Investment Advisory, Wealth Management, Bonds, Asset Management, Investment Strategies, Investment Management, Asset Allocation, Financial Advisory

Education
University of Washington

Cornish College of the Arts

Highline Community College

Stephanie J. Shinn, CFP® Stephanie J. Shinn, CFP® Greater Seattle Area Details
Stephanie J. Shinn, CFP®'s KMS Financial Services, Inc. Experience November 2007 - Present
Job Investment Advisor Representative at KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc.   November 2007 - Present
Purcell Advisory Services, LLC  February 2005 - January 2010
Northwestern Mutual Life  February 2003 - February 2005
Russell Investment Group  December 2000 - January 2003

Skills
Investments, Retirement, 401k, Financial Planning, Retirement Planning, Investment Advisory

Education
Central Washington University   1989 — 1993
BS, Finance

Quinn Lawrence Quinn Lawrence Seattle, Washington Details
Quinn Lawrence's KMS Financial Services, Inc. Experience July 2012 - September 2012
Job Configuration Specialist at Limeade
Industry Information Technology and Services
Experience
Limeade  March 2015 - Present
Google Inc. via Aerorek   June 2013 - Present
Central Washington University  January 2010 - May 2013
KMS Financial Services, Inc.   July 2012 - September 2012
Mad Anthony's Inc.   August 2010 - June 2012
Belton Chalet's   June 2011 - August 2011

Skills
Hiking, Camping, Backpacking, Networking, Web Design, Web Application Security, Project Management, Leadership, Administrative..., Forecasting, Ski, Snowboarding, Photoshop Elements, Microsoft Office, Computers, Crisis Management, Survival Training, Meeting Planning, Managing Database, SQL, HTML 5

Education
Central Washington University   2009 — 2013
Bachelor of Science (B.S.), Information Technology Administrative Management

Bishop Blanchet High School   2005 — 2009
Diploma

Alex Crane Alex Crane Seattle, Washington Details
Alex Crane's KMS Financial Services, Inc. Experience June 2014 - September 2014
Job Open Data Consultant at Socrata
Industry Computer Software
Experience
Socrata  January 2015 - Present
KMS Financial Services, Inc.   June 2014 - September 2014
Keiretsu Forum  October 2013 - June 2014

Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Social Networking, Customer Service, Public Speaking, Marketing, Time Management

Education
University of Washington, Michael G. Foster School of Business   2011 — 2015
Finance, Finance, General

Gonzaga University

Gonzaga University

Jeffery Hill, AIF® Jeffery Hill, AIF® Eugene, Oregon Area Details
Jeffery Hill, AIF®'s KMS Financial Services, Inc. Experience March 2010 - December 2012
Job Advisor at Future Planning Systems, Inc.
Industry Financial Services
Experience
Future Planning Systems, Inc.   January 2012 - Present
KMS Financial Services, Inc.   March 2010 - December 2012
Communications Design & Consulting, LLC   June 1999 - December 2012
Monaco Coach  February 2004 - October 2008
ContiNet, LLC   May 1995 - May 1999

Education
Southern Oregon University   1981 — 1985
Bachelor of Science (BS), Economics

Michael Smolak, MBA, RFC Michael Smolak, MBA, RFC Portland, Oregon Area Details
Michael Smolak, MBA, RFC's KMS Financial Services, Inc. Experience 1982 - Present
Job Founder, NorthWest Investment and Retirement Group, LLC
Industry Investment Management
Experience
NorthWest Investment and Retirement Group, LLC   July 2011 - Present
Dimension Resources   1983 - Present
KMS Financial Services, Inc.   1982 - Present
Crown Zellerbach Corp.   1971 - 1982
US Navy  August 1967 - August 1971

Skills
Retirement Planning, Estate Planning, Retirement, Investments, Asset Allocation, Investment Advisory, Investment Management, Financial Services, Life Insurance, Small Business, Employee Benefits, Personal Finance

Education
Portland State University - School of Business   1972 — 1974
MBA, Finance, Marketing

University of Notre Dame   1963 — 1967
BSME, Engineering

Travis Shaw Travis Shaw Lacey, Washington Details
Travis Shaw's KMS Financial Services, Inc. Experience September 2015 - Present
Job KMS Financial Accounting
Industry Accounting
Experience
KMS Financial Services, Inc.   September 2015 - Present
Oki Golf  May 2015 - September 2015
Saint Martin's University  May 2014 - August 2014
Saint Martin's University  May 2013 - August 2013
Mililani Consolidated Theatres   May 2011 - August 2011

Skills
PowerPoint, Critical Thinking, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Marketing, Time Management, Leadership, Research, Social Networking, Event Planning, Strategic Planning, Facebook, Accounting, Nonprofits, Data Entry, Public Speaking, Social Media, Customer Service, Communication, Outlook, Team Leadership, QuickBooks, Financial Accounting, Financial Analysis, Coaching, Cost Accounting

Education
Saint Martin's University   2011 — 2015
Bachelor's Degree in Accounting, Accounting, 3.53 cumulative GPA

Gary Beard, CLU, ChFC Gary Beard, CLU, ChFC Greater Seattle Area Details
Gary Beard, CLU, ChFC's KMS Financial Services, Inc. Experience October 2010 - Present
Job Chartered Financial Consultant, Financial Advisor at KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc.   October 2010 - Present
Beard Financial Group   February 2002 - Present
Financial Advisor, NEXT Financial Group, Inc.   March 2002 - September 2010

Skills
Investments, Financial Planning, Insurance Planning

Education
Bakersfield College

Kim Sattler Kim Sattler Spokane, Washington Area Details
Kim Sattler's KMS Financial Services, Inc. Experience December 2003 - September 2009
Job Financial Planning Assistant at Ameriprise Financial Services, Inc.
Industry Electrical/Electronic Manufacturing
Experience
Ameriprise Financial Services, Inc.   March 2015 - Present
Servatron, Inc.   January 2015 - March 2015
Ameriprise Financial Services, Inc.   September 2013 - December 2014
Choice Management LLC.   September 2009 - March 2013
KMS Financial Services, Inc.   December 2003 - September 2009
ETMA / Three-Five Systems   2001 - 2003
Insight Electronics  2000 - 2001

Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Marketing, Microsoft Word, Project Planning, Budgets, Accounts Payable, Accounts Receivable, Purchasing, Sales, QuickBooks, Forecasting, Strategic Financial..., Project Management, Program Management

Education
Central Washington University   1999 — 2000
Bachelor of Business, Business Administration

Lake Washington High School   1993 — 1995

Jeremy S. DeSpain Jeremy S. DeSpain Greater Seattle Area Details
Jeremy S. DeSpain's KMS Financial Services, Inc. Experience May 2002 - June 2006
Job Pastor. Leader. Child Advocate. Banker.
Industry Banking
Experience
KeyBank  2015 - Present
Open Door Baptist Church  June 2008 - May 2015
Wells Fargo Bank  August 2006 - May 2008
KMS Financial Services, Inc.   May 2002 - June 2006

Skills
Preaching, Theology, Biblical Studies, Religion, Pastoral Care, Nonprofits, Public Speaking, Discipleship, Youth Ministry, Volunteer Management, Church Events, Missions, Community Outreach, Customer Service, Microsoft Office, Pastoral Counseling, Event Planning, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Finance, Investments, Portfolio Management, Communication, Retirement Planning, Sales, Teaching, Banking, Strategic Planning, Team Building, Management, Coaching, Fundraising, Leadership Development, Training

Education
Grace Bible College   2013 — 2015
Bachelor of Science (B.S.), Leadership and Ministry, 4.0 (with High Honor)

Open Door Bible Institute   2007 — 2010
Pastoral and Biblical Studies, 4.0

Nick McCarty Nick McCarty Greater Seattle Area Details
Nick McCarty's KMS Financial Services, Inc. Experience August 2013 - Present
Job Advisory Specialist at KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc.   August 2013 - Present
Guidant Financial Group  April 2012 - January 2013
Wells Fargo  September 2008 - June 2011
Wells Fargo  December 2007 - August 2008

Skills
Sales, Team Leadership, Customer Service, Leadership, Finance, Banking, Small Business, Insurance

Education
Oregon State University   2003 — 2007
B.S., Business Administration - Finance Option

Molly Mays Molly Mays Seattle, Washington Details
Molly Mays's KMS Financial Services, Inc. Experience June 2007 - Present
Job Accounting Assistant at KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc.   June 2007 - Present
KMS Financial Services, Inc.   2007 - 2015
KMS Financial Services, Inc.   2007 - 2015
KMS Financial Services, Inc.   2007 - 2015
H&M  October 2005 - May 2007
Harvest Restaurant  November 2005 - July 2006
Illinois Transportation Archaeological Research Program  April 2005 - September 2005

Skills
Accounts Payable, Bookkeeping, Payroll, Self-starter, Learning Quickly, Organization &..., Exceeding Expectations, Peachtree, Microsoft Office, Interpersonal..., Series 7, Series 66, Time Management, Financial Analysis, Accounts Receivable, Finance

Education
University of Washington   2008 — 2009
Certificate Program, Museology/Museum Studies

Southern Illinois University, Edwardsville   2001 — 2005
Bachelor of Arts (B.A.), Anthropology, Magna Cum Laude

Aileen Krohn Aileen Krohn Greater Seattle Area Details
Aileen Krohn's KMS Financial Services, Inc. Experience
Job Managing Director Operations at KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc.  

Skills
Series 63, Series 24, Financial Services, Series 7, Mutual Funds, Securities, Investments

Education
University of Puget Sound   1982 — 1986
Bachelor of Arts (BA), Economics

Alecia Modahl Alecia Modahl Greater Seattle Area Details
Alecia Modahl's KMS Financial Services, Inc. Experience April 2009 - Present
Job Financial Life Planner
Industry Financial Services
Experience
KMS Financial Services, Inc.   April 2009 - Present

Skills
Investment Advisory, Retirement, Estate Planning, Financial Services, Asset Management, Series 63, Wealth Management, Retirement Planning, Securities, Mutual Funds, Financial Analysis, Portfolio Management, Risk Management, Insurance, Intergenerational..., Public Speaking, Investments, Education Funding, Financial Advisory, Strategic Planning, Strategic Financial..., 401k, Income Tax, Financial Planners, Multi-generational..., Wealth, Asset Allocation, Leadership, Series 7, Uniform Combined State..., Wealth Management...

Education
Stanford University
MS, Engineering Economic Systems

University of Oregon School of Law
JD

University of Washington School of Law
LLM, Taxation

Joseph Petrusek Joseph Petrusek Spokane, Washington Area Details
Joseph Petrusek's KMS Financial Services, Inc. Experience March 2002 - Present
Job Independent Investment Management Professional
Industry Investment Management
Experience
KMS Financial Services, Inc.   March 2002 - Present

Skills
Finance, Investment Advisory, Investments

Education
Gonzaga University - School of Business Administration   1997 — 1999
MBA, Finance

Denison University   1993 — 1997
BA, Economics and Psychology

Steve Eklund Steve Eklund Sacramento, California Area Details
Steve Eklund's KMS Financial Services, Inc. Experience 2011 - 2013
Job Owner Auburn Tridea, a financial management and consulting practice
Industry Investment Management
Experience
Auburn Tridea   January 2006 - Present
KMS Financial Services, Inc.   2011 - 2013
Nationwide Financial  1995 - 2002
Security Benefit  1988 - 1995
Thomson McKinnon  1982 - 1988
Hallmark Cards  1980 - 1982

Skills
Retirement Planning, Series 7, Mutual Funds, 401k, Investments, Series 63, Financial Services, Securities, Finance, Asset Allocation, Retirement, Wealth Management, Fixed Annuities, Financial Planning

Education
The University of North Dakota   1974 — 1978
BSBA, Marketing

Douglas High School   1972 — 1974
diploma

Glen Thiessen Glen Thiessen Greater Seattle Area Details
Glen Thiessen's KMS Financial Services, Inc. Experience February 2002 - Present
Job Life Transition Planner
Industry Financial Services
Experience
KMS Financial Services, Inc.   February 2002 - Present
BECU Financial Services   August 1993 - February 2002

Skills
Retirement, Wealth Management

Education
The American College   1995 — 2005
CLU, ChFC, RHU, REBC, CASL, Financial Planning with a focus on Seniors

Sandra Hoa Truong-CIRAS Sandra Hoa Truong-CIRAS Greater Seattle Area Details
Sandra Hoa Truong-CIRAS's KMS Financial Services, Inc. Experience 2005 - Present
Job President of 88 Prosperity Wealth Management and Certified IRA Specialist
Industry Financial Services
Experience
88 Prosperity Wealth Management/ Affiliated with KMS Financial Servcies, Inc., member FINRA/SIPC.   September 2005 - Present
KMS Financial Services, Inc.   2005 - Present
Morgan Stanley  February 2001 - July 2005
Cohig & Associates   September 1995 - January 2001
Chatfield Dean & Co.   June 1990 - September 1995

Skills
Strategic Financial..., Entrepreneurship, Roth IRA, Asset Allocation, Strategic Planning, Tax-advantaged..., Financial Analysis, College Savings Plans, 401k Rollovers, Investment Strategies, Alternative Investments, Strategic income..., Cash Flow Statements, Retirement income..., Modern Portfolio Theory

Education
Harvard Business School   2012 — 2012
Executive Education

Top Producer Institute (CA)   2005 — 2006
IRA Stragegic Plannings and IRA Rollovers

Morgan Stanley Sales Training   2001 — 2001
Business Development, Ethics, Prospectings, Marketing, and Products Knowledge.

University of Washington   1984 — 1990
Bachelor's Degree, Mathematics

Marchand Bozarth-Wood Marchand Bozarth-Wood Spokane, Washington Details
Marchand Bozarth-Wood's KMS Financial Services, Inc. Experience March 2013 - December 2013
Job PRESIDENT
Industry Financial Services
Experience
BOZARTH WEALTH MANAGEMENT INC.   January 2014 - Present
KMS Financial Services, Inc.   March 2013 - December 2013
Bozzi Media (aka Northwest Best Direct, Inc.)   April 2011 - October 2012
Bozzi Media   March 2011 - October 2012
George S. May  March 2009 - October 2010
Murphy Enterprises Inc   February 1992 - October 2001

Skills
Business Development, Public Relations, Social Media, Advertising, Marketing, Press Releases, Media Relations, Social Networking, New Business Development, Event Planning, Sales, Copywriting, Customer Service, Public Speaking, Crisis Communications, Event Management, Blogging, Market Research, Newsletters, Editing, Fundraising, Lead Generation, Management, Direct Sales, Social Media Marketing, Small Business, Cold Calling, Marketing Strategy

Education
Eastern Washington University   2006 — 2010
Bachelor of Arts, Business and Communication

Tanya Conroy Tanya Conroy Greater Seattle Area Details
Tanya Conroy's KMS Financial Services, Inc. Experience November 2010 - June 2011
Job Staff Analyst, 737 MAX Airframe/Boeing
Industry Aviation & Aerospace
Experience
Boeing  June 2014 - Present
Invitation Homes  December 2013 - June 2014
Guckenheimer  December 2012 - December 2013
Elephant &Castle Pub  August 2011 - December 2012
Red Robin  March 2004 - October 2011
KMS Financial Services, Inc.   November 2010 - June 2011

Skills
Outlook, Leadership, Training, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Filing, Fax, Analysis, Project Planning, Office Equipment, Multi-line Phone, Administrative Work

Education
University of Washington, Michael G. Foster School of Business   2007 — 2010
Bachelor's, Business Administration/Operations Management Option

Spokane Community College   2005 — 2007
Associate's Degree, Business

Stacy Gannon, AIF® Stacy Gannon, AIF® Greater Seattle Area Details
Stacy Gannon, AIF®'s KMS Financial Services, Inc. Experience July 2015 - Present
Job Insurance Supervisor / Compliance Officer at KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc.   July 2015 - Present
KMS Financial Services, Inc.   November 2011 - July 2015
KMS Financial Services, Inc.   August 2010 - November 2011
KMS Financial Services, Inc.   March 2009 - August 2010
Wells Fargo Advisors  February 2009 - March 2009
Citco Global Services   December 2007 - January 2009
Wachovia, A Wells Fargo Company  November 2006 - November 2007
Wachovia, A Wells Fargo Company  June 2006 - November 2006
Wachovia, A Wells Fargo Company  March 2005 - June 2006
Wachovia, A Wells Fargo Company  December 2004 - March 2005

Skills
Series 24, Hedge Funds, Series 7, Financial Services, Retirement, Customer Service, Microsoft Excel, PowerPoint, Series 66, AIF, Access, Variable Annuities, ERISA, WA insurance license, Brainshark

Education
University of Phoenix   2002 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations

The University of New Mexico   1991 — 1993
Biology/Biological Sciences, General

La Cueva

Jamie Upshaw Jamie Upshaw Greater Seattle Area Details
Jamie Upshaw's KMS Financial Services, Inc. Experience May 1998 - September 2007
Job Experienced Administrative Assistant
Industry Financial Services
Experience
Golden Media   2005 - 2009
KMS Financial Services, Inc.   May 1998 - September 2007
Denver Police Department  February 2003 - June 2003

Education
University of Colorado Denver   2002 — 2004
Psychology

Rita Bass Trauma and EMS Education Institute   2003 — 2003
EMT Basic Certification, EMS

Washington State University   1994 — 1996
Psychology

Bonnie Moore Bonnie Moore Greater Seattle Area Details
Bonnie Moore's KMS Financial Services, Inc. Experience January 2001 - January 2003
Job
Industry Financial Services
Experience
Asset Realty Group  January 2007 - Present
Boeing Commercial Airplanes  June 2005 - Present
Wells Fargo Bank  January 2003 - May 2005
KMS Financial Services, Inc.   January 2001 - January 2003

Skills
Financial Analysis

Education
Seattle University   2007 — 2009
MBA, Business Adminstration

University of Washington   2001 — 2005
Business Adminstration, Finance and Marketing

Michelle Madigan Michelle Madigan Greater Seattle Area Details
Michelle Madigan's KMS Financial Services, Inc. Experience April 2015 - Present
Job Project Manager, KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc.   April 2015 - Present
Philips Healthcare  January 2014 - January 2015
Biking Bilboards   March 2013 - January 2014
Russell Investments  March 2013 - November 2013
Marketing / Project Planning & Implementation   2010 - 2013
Forward Management  2008 - 2010
Accessor Capital Management  1999 - 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Entrepreneurship

Education
Purdue University   1985 — 1989
Bachelor of Arts (B.A.), Marketing and Communications

Carmel High School   1981 — 1985

James Francis Smith James Francis Smith Greater Seattle Area Details
James Francis Smith's KMS Financial Services, Inc. Experience January 1991 - January 1995
Job Author at Sligo Publishing Company
Industry Writing and Editing
Experience
Sligo Publishing Company   November 1995 - Present
Tacoma Kiwanis   1991 - 2013
KMS Financial Services, Inc.   January 1991 - January 1995
Weyerhaeuser  July 1964 - January 1991

Skills
Entertainment, Blogging, Accounting, Editing, Public Speaking, Books, Proofreading, Freelance Writing, Copy Editing, Fundraising, Creative Writing, Press Releases, Storytelling, Publishing, Copywriting, Journalism, Newsletters, Editorial, Fiction, Publications, Publicity, Novels, Content Development, Non-fiction, Content Strategy, New Media, Ebooks, Published Author, Online Journalism, History, News Writing, Poetry, Screenwriting, Radio, Literature, Public Relations, Newspapers, AP Style, Web Content, Short Stories, Research, Feature Articles, Social Networking, Magazines, Facebook, Media Relations, Nonprofits, Social Media, Speech Writing, Music

Education
Pacific Lutheran University - School of Business   1972 — 1978
Master of Business Administration (M.B.A.)

La Salle University   1952 — 1957
BS, Accounting

North Catholic High - Philadelphia   1948 — 1951

Donna Asher Donna Asher Bellevue, Washington Details
Donna Asher's KMS Financial Services, Inc. Experience July 2014 - Present
Job Administrative Assistant/ Office Manager at KMS Financial Services, Inc.
Industry Banking
Experience
KMS Financial Services, Inc.   July 2014 - Present
Bank of America  July 2012 - January 2014
In-Home Care  July 2006 - February 2009
Wells Fargo Trust Dept   January 1995 - January 1999
Federal Home Loan Bank  November 1993 - January 1995
Pacific Southwest Bank  January 1993 - November 1993
Watsonville Federal Savings and Loan   February 1989 - October 1992

Skills
Banking, Loans, Mortgage Lending, FHA, Finance, Customer Service, Investment Properties, VA Loans, Loan Origination

Education
Troy University Dothan   1987 — 1988
Bachelor of Science (BS), Biology, General

John Leithner John Leithner La Grande, Oregon Details
John Leithner's KMS Financial Services, Inc. Experience October 2008 - Present
Job Registered Representative at KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc.   October 2008 - Present
VALIC  January 2004 - September 2008
Edward Jones  September 2000 - December 2003

Skills
I work with clients to..., Securities Licensed in..., Advisory Licensed in..., Insurance Licensed in..., FINRA Licensed 7, 63, 66

Education
Eastern Oregon University   1990 — 1993
Bachelors of Science, Business Administration, Economics, & Accounting

Jeri Boston Jeri Boston Vancouver, Washington Details
Jeri Boston's KMS Financial Services, Inc. Experience August 2014 - Present
Job Licensed Operations Assistant
Industry Financial Services
Experience
KMS Financial Services, Inc.   August 2014 - Present
VALIC  2011 - 2013
CUNA Mutual Group  January 2008 - October 2011
Nike  January 2001 - October 2006

Skills
Series 7, Series 66

Education
Oregon State University
Bachelor of Science (B.S.), Merchanding Management and Business Administration

Portland State University
Business Administration and Management, General

Roberta Bollen Roberta Bollen Indianapolis, Indiana Details
Roberta Bollen's KMS Financial Services, Inc. Experience February 2010 - March 2013
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
KMS Financial Services, Inc.   February 2010 - March 2013
Xerox  2012 - 2013
Internal Revenue Service  October 2008 - January 2010
Sallie Mae  June 2005 - August 2008

Education
Ivy Tech Community College   2012 — 2014
Business, Management, Marketing, and Related Support Services

Lawrence Central Highschool   2001 — 2005
Highschool Diploma, College Prep, 3.84