Kutscher Rhodes & Benner, Inc.

Description

Address: 705 2nd Ave #800, Seattle, WA 98104 Hours: Open ⋅ Closes 5PM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (206) 462-6100: : : : Category: : Place name: Website: : Website: http://www.kbbsfinancial.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 Kutscher Benner Barsness & Stevens, Inc. Posting publicly on the Web Write a review Reviews Be the first to review

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Kutscher Rhodes & Benner, Inc. Employees

Employee
Years
Job
Industry
Francesca Mabon Francesca Mabon Seattle, Washington Details
Francesca Mabon's Kutscher Rhodes & Benner, Inc. Experience October 2014 - Present
Job Business Development Consultant at Northwest Psychiatry and Wellness Center
Industry Financial Services
Experience
Northwest Psychiatry and Wellness Center   August 2015 - Present
Kutscher Rhodes & Benner, Inc.   October 2014 - Present
Out & Equal Workplace Advocates  November 2013 - October 2014
Waddell & Reed  October 2013 - September 2014
Leading Retirement Solutions   November 2013 - February 2014
MLTC   September 2007 - October 2013
Merrill Lynch  2005 - 2007
Streambox, Inc.   2004 - 2005
PwC  2002 - 2004
Quellos Group, LLC  2001 - 2002

Skills
Investments, Leadership, Estate Planning, Portfolio Management, Financial Services, Management, Strategy, Wealth Management, Finance, Nonprofits, Financial Analysis, Asset Management, Fundraising, Marketing, Relationship Management, Asset Managment, Trust Services, Strategic Planning, Project Management, Training, Retirement Planning, High Net Worth..., Series 7, Non-profits, Microsoft Excel, Philanthropy, New Business Development, Accounting, Social Media, Event Management, Marketing Strategy

Education
AIB Personal Trust Diploma   2011 — 2012
Building Trust Expertise

Barnard College   1991 — 1995
Liberal Arts

Chapin School   1979 — 1991
High School

Cameron (Elkin) Barsness Cameron (Elkin) Barsness Seattle, Washington Details
Cameron (Elkin) Barsness's Kutscher Rhodes & Benner, Inc. Experience November 2006 - Present
Job Financial Planner at Kutscher Rhodes & Benner, Inc.
Industry Financial Services
Experience
Kutscher Rhodes & Benner, Inc.   November 2006 - Present

Education
College for Financial Planning   2007 — 2008
Certified Financial Planner, Finance and Financial Management Services

Santa Clara University   2000 — 2004
Marketing

AES Study Abroad

Kyle O'Connor Kyle O'Connor Seattle, Washington Details
Kyle O'Connor's Kutscher Rhodes & Benner, Inc. Experience May 2015 - Present
Job Financial Assistant at Kutscher Rhodes & Benner, Inc.
Industry Financial Services
Experience
Kutscher Rhodes & Benner, Inc.   May 2015 - Present
SHC Financial   October 2013 - April 2015
Sacramento Stingrays   May 2013 - July 2013
Signia Capital Management  September 2012 - April 2013
Greenhaven Cabana Club North   April 2012 - September 2012

Education
Gonzaga University - School of Business Administration   2009 — 2013
Bachelor of Business Administration, Economics and Finance, Magna cum laude

Jesuit High School   2005 — 2009

Frederic T. Kutscher Frederic T. Kutscher Greater Seattle Area Details
Frederic T. Kutscher's Kutscher Rhodes & Benner, Inc. Experience April 1991 - Present
Job Kutscher Hereford Bertram Burkart PLLC (law partner)
Industry Financial Services
Experience
Kutscher Rhodes & Benner, Inc.   April 1991 - Present
Kutscher Hereford Bertram Burkart PLLC   April 1991 - Present
Trust Officer (asst vp)   1985 - 1991
Lasher & Johnson   1981 - 1985

Skills
Estate Planning, Trusts

Education
Golden Gate University   1982 — 1991
MS, Tax

University of Denver - Sturm College of Law   1978 — 1981
JD, Law

Dartmouth College   1974 — 1978
AB, English, German, History, Art

Phillips Exeter Academy   1970 — 1974
Secondary

Scott Benner Scott Benner Greater Seattle Area Details
Scott Benner's Kutscher Rhodes & Benner, Inc. Experience July 2006 - Present
Job Principal at Kutscher Rhodes & Benner, Inc.
Industry Financial Services
Experience
Kutscher Rhodes & Benner, Inc.   July 2006 - Present
Kutscher Hereford Bertram Burkart PLLC   July 2006 - Present
Heller Ehrman LLP  September 1994 - July 2006
Heller Ehrman Venture Law Group  1996 - 2006
Ride Snowboards  1995 - 1996
Bogle & Gates LLP   1991 - 1994

Skills
Venture Capital, Mergers & Acquisitions, Investments, Entrepreneurship, Corporate Finance, Finance, Portfolio Management, Asset Management, Corporate Law, Alternative Investments, Wealth Management, Financial Analysis, Mutual Funds, Estate Planning, Management, Hedge Funds

Education
New York University School of Law   1988 — 1991
J.D.

Pacific Lutheran University   1984 — 1988
B.A., magna cum laude, Economics (dept. honors)

Lake Oswego High School

Colin Sternberg Colin Sternberg Greater Seattle Area Details
Colin Sternberg's Kutscher Rhodes & Benner, Inc. Experience September 2008 - February 2011
Job Associate BlackRock
Industry Investment Management
Experience
BlackRock  August 2013 - Present
BlackRock  February 2011 - Present
Kutscher Rhodes & Benner, Inc.   September 2008 - February 2011
Progressive Insurance  August 2004 - September 2008

Skills
Customer Relations, Customer Service, Client Relationship..., Financial Reporting, Due Diligence, Financial Analysis, Financial Planning, Strategy Development, Insurance, Analysis, Strategy, Management, Finance, Strategic Financial..., Hedge Funds

Education
Seattle Pacific University   2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General

Western Washington University   1998 — 2002
Bachelor of Arts, Business & Economics

University of Hawaii at Manoa   1999 — 2000
Bachelor of Arts Business & Economics, National Student Exchange Program

Lauren McKallor Lauren McKallor Greater Seattle Area Details
Lauren McKallor's Kutscher Rhodes & Benner, Inc. Experience July 2014 - October 2014
Job Producer at Intentional Futures
Industry Marketing and Advertising
Experience
Intentional Futures  June 2015 - Present
zulily  February 2015 - May 2015
Koru, Inc  November 2014 - December 2014
Kutscher Rhodes & Benner, Inc.   July 2014 - October 2014
Willis Re  July 2013 - June 2014
Bistro Willamette   September 2010 - May 2013
Vashon Parks District   June 2008 - August 2011
Willamette University  2010 - 2011
Willamette University  2010 - 2011

Education
Willamette University   2009 — 2013
Bachelor of Arts (BA), Economics Major and Studio Art Minor, 3.7 GPA

Nelson Mandela Metropolitan University   2012 — 2012

John Cabot University   2011 — 2011

Nate Tepp Nate Tepp Greater Seattle Area Details
Nate Tepp's Kutscher Rhodes & Benner, Inc. Experience April 2008 - April 2015
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2015 - Present
Swin Cash Enterprise LLC   July 2010 - Present
Kutscher Rhodes & Benner, Inc.   April 2008 - April 2015
Kutscher Hereford Bertram Burkart PLLC   April 2008 - April 2015
Bellevue Community College  October 2007 - March 2015
Seattle Sonics and Storm  April 2008 - June 2013
Flagler College  September 2003 - April 2007
Way Marine Design   January 2006 - August 2006

Skills
Event Management, Customer Service, Event Planning, Public Relations, Social Media, Recruiting, Sales, Microsoft Office, Marketing, Time Management, Management, Microsoft Excel, Strategy, Social Media Marketing

Education
Flagler College   2003 — 2007
Batchelor of Arts, Sport Management & Business Administration

Seattle Academy   1996 — 2003

Zig Wronsky Zig Wronsky Greater Boston Area Details
Zig Wronsky's Kutscher Rhodes & Benner, Inc. Experience May 2011 - August 2011
Job Associate at Boston Millennia Partners
Industry Venture Capital & Private Equity
Experience
Boston Millennia Partners  January 2015 - Present
Boston Millennia Partners  September 2012 - December 2014
Kutscher Rhodes & Benner, Inc.   May 2011 - August 2011

Skills
Research, Analysis, Financial Modeling, Due Diligence, Venture Capital, Valuation, Investments, Financial Analysis, Entrepreneurship, Market Research, Economics, Microsoft Excel, Corporate Finance, Start-ups, Business Strategy, Business Development, Social Media, Corporate Development, Private Equity

Education
Tufts University   2008 — 2012
BA, Economics & Psychology

Phillips Exeter Academy   2004 — 2008

Gianna Giusti Gianna Giusti Greater Seattle Area Details
Gianna Giusti's Kutscher Rhodes & Benner, Inc. Experience July 2015 - Present
Job Financial Assistant at Kutscher Rhodes & Benner, Inc.
Industry Legal Services
Experience
Kutscher Rhodes & Benner, Inc.   July 2015 - Present
Kutscher Rhodes & Benner, Inc.   May 2014 - January 2015
Kutscher Hereford Bertram Burkart PLLC   May 2013 - September 2014
Chapman University  August 2012 - May 2013
Nordstrom  May 2012 - August 2012
Victoria's Secret  May 2012 - August 2012

Skills
Microsoft Office, Customer Service, Social Media, PowerPoint, Public Speaking, Public Relations, Microsoft Word, Teamwork, Community Outreach, Microsoft Excel, Facebook, Marketing, Blogging, Social Networking, Event Planning, Research, Leadership, Time Management

Education
Chapman University   2011 — 2015
Bachelor of Arts (BA), Political Science and English Literature

Patricia Pulver Patricia Pulver Greater Seattle Area Details
Patricia Pulver's Kutscher Rhodes & Benner, Inc. Experience December 2013 - Present
Job Paralegal
Industry Legal Services
Experience
Kutscher Hereford Bertram Burkart PLLC   December 2013 - Present
Kutscher Rhodes & Benner, Inc.   December 2013 - Present
Valhalla Dental   October 2005 - December 2013
Moriarty & Associates, PLLC   April 2013 - June 2013
McDonald & Allen   1982 - 1985
Holt, Rhodes & Hollywood   1979 - 1982
Thorsnes & Bartolotta   1977 - 1979

Skills
Legal Writing, Legal Research, Legal Documents, Westlaw, Microsoft Office, Shepardizing, Legal Discovery, Document Drafting, Trials, Trial Exhibits, Docketing, Access, Strategic Planning, Microsoft Excel, Outlook, Cite Checking, Notary Public, Legal Research Skills, Written Correspondence, Client Correspondence, Team Building, Budgets, Editing, Teamwork, Microsoft Publisher, Human Resources, Bookkeeping, Bluebook, Litigation, Courts, Legal Assistance, Civil Litigation, Personal Injury, Litigation Support, Pleadings, Commercial Litigation

Education
Edmonds Community College   2012 — 2013
Associate of Arts and Sciences (AAS), Paralegal, 4.0

University of Washington
Urban Planning Program