Laird Norton Tyee
Description
Located in: Regus - Washington, Seattle - Norton BuildingAddress: 801 2nd Ave, Seattle, WA 98104 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 426-5105Website: Category: Place name: : : : : : : Website: http://www.lairdnortonwm.com/ Category: Financial consultant 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 Laird Norton Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
Laird Norton Tyee List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Laird Norton Tyee. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Laird Norton Tyee Salaries. You can even request information on how much does Laird Norton Tyee pay if you want to. Learn about salaries, pros and cons of working for Laird Norton Tyee directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
43 Laird Norton Tyee employees in database. Find out everything there's to know about Laird Norton Tyee employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Laird Norton Tyee Employees
Employee
Years
Job
Industry
Bob Farwell Bob Farwell's Laird Norton Tyee Experience June 2008 - April 2012
Job Procurement Agent 787 Contracts
Industry Aviation & Aerospace
Experience
The Boeing Company January 2014 - Present
Boeing Commercial Airplanes April 2012 - Present
Laird Norton Tyee June 2008 - April 2012
Cohen and Steers June 2007 - September 2007
ICOS 2006 - 2006
Diversa Corporation 2000 - 2005
Skills
Cross-functional Team..., Financial Modeling, Strategic Financial..., Microsoft Office, Financial Analysis, Process Improvement, Analysis, Aerospace, Forecasting, Risk Management, Data Analysis
Education
Seattle University 2006 — 2008
MBA, Finance / Management
University of Washington 1998 — 2000
B.S., Chemistry
The Boeing Company January 2014 - Present
Boeing Commercial Airplanes April 2012 - Present
Laird Norton Tyee June 2008 - April 2012
Cohen and Steers June 2007 - September 2007
ICOS 2006 - 2006
Diversa Corporation 2000 - 2005
Skills
Cross-functional Team..., Financial Modeling, Strategic Financial..., Microsoft Office, Financial Analysis, Process Improvement, Analysis, Aerospace, Forecasting, Risk Management, Data Analysis
Education
Seattle University 2006 — 2008
MBA, Finance / Management
University of Washington 1998 — 2000
B.S., Chemistry
Kenneth Pickering Kenneth Pickering's Laird Norton Tyee Experience 2004 - 2008
Job Director of Operations at Boston Trust & Investment Management Company
Industry Investment Management
Experience
Boston Trust & Investment Management Company December 2008 - Present
LNTyee July 2004 - February 2008
Laird Norton Tyee 2004 - 2008
Kenneth S. Pickering Consultant, Inc October 1996 - June 2004
SEI Investments January 1989 - October 1996
SEI Corporation 1989 - 1996
Washington Mutual May 1984 - September 1988
Skills
Investments, Mergers, Portfolio Management, Outsourcing
Education
Oregon State University 1970 — 1973
Boston Trust & Investment Management Company December 2008 - Present
LNTyee July 2004 - February 2008
Laird Norton Tyee 2004 - 2008
Kenneth S. Pickering Consultant, Inc October 1996 - June 2004
SEI Investments January 1989 - October 1996
SEI Corporation 1989 - 1996
Washington Mutual May 1984 - September 1988
Skills
Investments, Mergers, Portfolio Management, Outsourcing
Education
Oregon State University 1970 — 1973
Ross Perez Ross Perez's Laird Norton Tyee Experience August 2009 - September 2009
Job Senior Product Marketing Manager at Tableau Software
Industry Computer Software
Experience
Tableau Software October 2015 - Present
Tableau Software February 2014 - Present
Tableau Software August 2012 - February 2014
Tableau Software February 2012 - August 2012
Tableau Software October 2009 - March 2012
Laird Norton Tyee August 2009 - September 2009
Convergent Wealth Advisors April 2008 - September 2008
Venture Bank April 2007 - January 2008
Caledon Real Estate April 2006 - August 2006
Skills
Tableau, Web Analytics, Salesforce.com, Marketing, Analytics, Google Analytics, Data Analysis, Business Intelligence, Analysis, Microsoft Excel, SEO, Project Management, HTML, Data Visualization, Business Development, Product Demonstration, Start-ups, Product Marketing, Microsoft Office, Drupal, Customer Service, Mediums, Excel, Customer Relations, Demonstrations, Optimizely, Website Optimization, A/B testing, Eloqua, Website Development, Marketing Automation, Enterprise Software
Education
University of Washington 2007 — 2009
BA, Economics
Pepperdine University 2005 — 2007
Business Administration and Management, General
Tableau Software October 2015 - Present
Tableau Software February 2014 - Present
Tableau Software August 2012 - February 2014
Tableau Software February 2012 - August 2012
Tableau Software October 2009 - March 2012
Laird Norton Tyee August 2009 - September 2009
Convergent Wealth Advisors April 2008 - September 2008
Venture Bank April 2007 - January 2008
Caledon Real Estate April 2006 - August 2006
Skills
Tableau, Web Analytics, Salesforce.com, Marketing, Analytics, Google Analytics, Data Analysis, Business Intelligence, Analysis, Microsoft Excel, SEO, Project Management, HTML, Data Visualization, Business Development, Product Demonstration, Start-ups, Product Marketing, Microsoft Office, Drupal, Customer Service, Mediums, Excel, Customer Relations, Demonstrations, Optimizely, Website Optimization, A/B testing, Eloqua, Website Development, Marketing Automation, Enterprise Software
Education
University of Washington 2007 — 2009
BA, Economics
Pepperdine University 2005 — 2007
Business Administration and Management, General
Meryn Shetye Meryn Shetye's Laird Norton Tyee Experience November 2007 - March 2009
Job Experienced Events and Communications Professional
Industry Events Services
Experience
Vega Consulting @ Microsoft April 2014 - Present
Stella & Dot January 2013 - Present
Outerwall November 2011 - December 2013
Jolkona Foundation August 2011 - March 2012
yubiT.com December 2010 - April 2011
Laird Norton Tyee November 2007 - March 2009
British Broadcasting Company (BBC) August 1999 - March 2007
Skills
Marketing Communications, Corporate Communications, Internal Communications, Strategic Communications, Public Relations, Event Planning, Communications Planning, Project Management, Content Strategy, Event Management, Corporate Events, Live Events, Events, SharePoint, Project Planning, Strategic Partnerships, Brand Development, Product Marketing, Media Planning, Community Outreach, Email Marketing, Publicity, Corporate Branding, Nonprofits, Messaging, Crisis Communications, Budgets, Time Management, Press Releases, Newsletters, Trade Shows, Marketing, Editing, Relationship Marketing, Digital Marketing, Marketing Management, Brand Management, Radio, Entertainment, Video, Television, Volunteer Management, Management, Brand Awareness, Content Development, Web Analytics, Copy Editing, Reputation Management, Message Development
Education
University of West London 2003 — 2005
M.Sc
Aikin Driver 2001 — 2002
Diploma
Buckinghamshire New University 1995 — 1998
B.A (Hons)
Vega Consulting @ Microsoft April 2014 - Present
Stella & Dot January 2013 - Present
Outerwall November 2011 - December 2013
Jolkona Foundation August 2011 - March 2012
yubiT.com December 2010 - April 2011
Laird Norton Tyee November 2007 - March 2009
British Broadcasting Company (BBC) August 1999 - March 2007
Skills
Marketing Communications, Corporate Communications, Internal Communications, Strategic Communications, Public Relations, Event Planning, Communications Planning, Project Management, Content Strategy, Event Management, Corporate Events, Live Events, Events, SharePoint, Project Planning, Strategic Partnerships, Brand Development, Product Marketing, Media Planning, Community Outreach, Email Marketing, Publicity, Corporate Branding, Nonprofits, Messaging, Crisis Communications, Budgets, Time Management, Press Releases, Newsletters, Trade Shows, Marketing, Editing, Relationship Marketing, Digital Marketing, Marketing Management, Brand Management, Radio, Entertainment, Video, Television, Volunteer Management, Management, Brand Awareness, Content Development, Web Analytics, Copy Editing, Reputation Management, Message Development
Education
University of West London 2003 — 2005
M.Sc
Aikin Driver 2001 — 2002
Diploma
Buckinghamshire New University 1995 — 1998
B.A (Hons)
Serena Batten Serena Batten's Laird Norton Tyee Experience October 1999 - March 2003
Job Sr. Product Manager at Amazon
Industry Retail
Experience
Amazon May 2014 - Present
Clearwire April 2013 - February 2014
Clearwire July 2012 - March 2013
Clearwire June 2009 - July 2012
Worldchanging August 2010 - March 2012
Speakeasy July 2004 - September 2008
Laird Norton Tyee October 1999 - March 2003
Skills
Competitive Analysis, Cross-functional Team..., Marketing, Product Management, Project Management, Business Analysis, Business Case Modelling, Systems Analysis, P&L Responsibility, Agile Methodologies, Scrum, Change Management, Product Development, Product Marketing, Forecasting, Risk Management, Marketing Communications, Email Marketing, Roadmap Creation, User Experience Design, Software Development, Software Project..., Financial Modeling, Process Design, Vendor Management, Management, Business Development, Business Intelligence, Process Improvement, Mobile Devices, Business Strategy, People Development, Leadership, Team Leadership, Strategic Planning, Project Planning, SaaS, Strategic Partnerships, Strategy, SDLC, Start-ups, Cloud Computing, Program Management, IT Management, Integration, Product Launch, Agile Project Management, CRM, Enterprise Software, Go-to-market Strategy
Education
University of Washington, Michael G. Foster School of Business 2008 — 2010
MBA, Technology Management
Seattle University 1993 — 1997
Bachelor of Arts (B.A.), Marketing
Amazon May 2014 - Present
Clearwire April 2013 - February 2014
Clearwire July 2012 - March 2013
Clearwire June 2009 - July 2012
Worldchanging August 2010 - March 2012
Speakeasy July 2004 - September 2008
Laird Norton Tyee October 1999 - March 2003
Skills
Competitive Analysis, Cross-functional Team..., Marketing, Product Management, Project Management, Business Analysis, Business Case Modelling, Systems Analysis, P&L Responsibility, Agile Methodologies, Scrum, Change Management, Product Development, Product Marketing, Forecasting, Risk Management, Marketing Communications, Email Marketing, Roadmap Creation, User Experience Design, Software Development, Software Project..., Financial Modeling, Process Design, Vendor Management, Management, Business Development, Business Intelligence, Process Improvement, Mobile Devices, Business Strategy, People Development, Leadership, Team Leadership, Strategic Planning, Project Planning, SaaS, Strategic Partnerships, Strategy, SDLC, Start-ups, Cloud Computing, Program Management, IT Management, Integration, Product Launch, Agile Project Management, CRM, Enterprise Software, Go-to-market Strategy
Education
University of Washington, Michael G. Foster School of Business 2008 — 2010
MBA, Technology Management
Seattle University 1993 — 1997
Bachelor of Arts (B.A.), Marketing
Scott Friedrich's Laird Norton Tyee Experience August 2008 - April 2011
Job Family Services Coordinator at GenSpring Family Offices
Industry Investment Management
Experience
GenSpring Family Offices January 2011 - Present
Laird Norton Tyee August 2008 - April 2011
Washington Mutual August 2003 - August 2008
Skills
Investments, Strategic Financial..., Portfolio Management, Financial Modeling, Asset Allocation, Asset Managment, Estate Planning, Bloomberg, Equities, Risk Management, Retirement Planning, Investment Management, Due Diligence, Fixed Income, Securities, Philanthropy, Analytics, Asset Management
Education
George Mason University 2013 — 2016
Master of Public Administration (MPA), Non-profit Management
Seattle University 1999 — 2003
Bachelor in Science in Business Administration, Finance
GenSpring Family Offices January 2011 - Present
Laird Norton Tyee August 2008 - April 2011
Washington Mutual August 2003 - August 2008
Skills
Investments, Strategic Financial..., Portfolio Management, Financial Modeling, Asset Allocation, Asset Managment, Estate Planning, Bloomberg, Equities, Risk Management, Retirement Planning, Investment Management, Due Diligence, Fixed Income, Securities, Philanthropy, Analytics, Asset Management
Education
George Mason University 2013 — 2016
Master of Public Administration (MPA), Non-profit Management
Seattle University 1999 — 2003
Bachelor in Science in Business Administration, Finance
Natalie Holm, CFA Natalie Holm, CFA's Laird Norton Tyee Experience January 2000 - October 2011
Job VP and Client Advisor at The CAPROCK Group
Industry Investment Management
Experience
The CAPROCK Group November 2011 - Present
Childhaven August 2010 - Present
Laird Norton Tyee January 2000 - October 2011
Russell Investment Group December 1998 - December 1999
Russell Investments September 1994 - December 1998
Skills
Impact Investing, Wealth Management..., Strategic Financial..., Risk Management, Estate Planning, Portfolio Management, Investments, Investment Management, High Net Worth...
Education
University of Puget Sound 1988 — 1992
BA Business Leadership, Minor in Economics
The CAPROCK Group November 2011 - Present
Childhaven August 2010 - Present
Laird Norton Tyee January 2000 - October 2011
Russell Investment Group December 1998 - December 1999
Russell Investments September 1994 - December 1998
Skills
Impact Investing, Wealth Management..., Strategic Financial..., Risk Management, Estate Planning, Portfolio Management, Investments, Investment Management, High Net Worth...
Education
University of Puget Sound 1988 — 1992
BA Business Leadership, Minor in Economics
Brianne Shally Brianne Shally's Laird Norton Tyee Experience 2001 - 2004
Job Marketing Maven: Instilling art and science in the marketing mix
Industry Internet
Experience
Linkedin February 2015 - Present
LinkedIn January 2014 - Present
LinkedIn October 2013 - January 2014
LinkedIn 2012 - October 2013
Deloitte Consulting 2011 - 2012
Deloitte Consulting 2009 - 2011
Kellogg School of Management August 2007 - June 2009
Neutrogena 2008 - 2008
Deloitte Consulting 2004 - 2007
Laird Norton Tyee 2001 - 2004
Skills
Strategy, Strategic Planning, Segmentation, Marketing, Analytics, Management Consulting, Competitive Analysis, Business Strategy, Cross-functional Team..., Customer Insight, Growth Strategies, Market Research, Project Management, Financial Modeling, Product Management, Strategic Consulting, Corporate Development, Market Analysis, Pricing Strategy, Product Launch, Strategic Partnerships, Business Development, Marketing Strategy, Valuation, Marketing Communications, Content Marketing, Financial Analysis, Mergers, Due Diligence, Content Management, Market Entry, B2B Marketing Strategy, Marketing Management, Lead Generation, Customer Acquisition, Digital Marketing, Demand Generation, Online Marketing, Content Strategy, Customer Acquisition..., Mobile Marketing, Product Marketing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Strategy and Marketing
Ashland High School
IES Vienna, Austria
Study Abroad
University of Puget Sound
Bachelor of Arts, Business Administration, Business and Economics
Linkedin February 2015 - Present
LinkedIn January 2014 - Present
LinkedIn October 2013 - January 2014
LinkedIn 2012 - October 2013
Deloitte Consulting 2011 - 2012
Deloitte Consulting 2009 - 2011
Kellogg School of Management August 2007 - June 2009
Neutrogena 2008 - 2008
Deloitte Consulting 2004 - 2007
Laird Norton Tyee 2001 - 2004
Skills
Strategy, Strategic Planning, Segmentation, Marketing, Analytics, Management Consulting, Competitive Analysis, Business Strategy, Cross-functional Team..., Customer Insight, Growth Strategies, Market Research, Project Management, Financial Modeling, Product Management, Strategic Consulting, Corporate Development, Market Analysis, Pricing Strategy, Product Launch, Strategic Partnerships, Business Development, Marketing Strategy, Valuation, Marketing Communications, Content Marketing, Financial Analysis, Mergers, Due Diligence, Content Management, Market Entry, B2B Marketing Strategy, Marketing Management, Lead Generation, Customer Acquisition, Digital Marketing, Demand Generation, Online Marketing, Content Strategy, Customer Acquisition..., Mobile Marketing, Product Marketing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Strategy and Marketing
Ashland High School
IES Vienna, Austria
Study Abroad
University of Puget Sound
Bachelor of Arts, Business Administration, Business and Economics
Mary Kazlusky Mary Kazlusky's Laird Norton Tyee Experience April 2006 - March 2009
Job Senior Trust Administrator (retired)
Industry Financial Services
Experience
Wells Fargo January 2012 - January 2014
Wells Fargo January 2012 - December 2013
Wells Fargo May 2010 - January 2012
Laird Norton Tyee April 2006 - March 2009
US Trust December 1998 - December 2005
Rotary Club of Orchid Island 2001 - 2005
SunTrust Bank October 1995 - December 1998
Skills
Wealth Management, Retirement Planning, Account Management, Performance Improvement, Estate Planning, Event Planning, Fixed Income, Teaching, Securities, Strategic Financial..., Philanthropy, Portfolio Management, Risk Management, Asset Allocation, Wealth, Fundraising, Nonprofits, Series 7, Investments
Education
National Graduate Trust School 2002 — 2004
Graduated with Honors, Trust and Estate Administration
Florida Graduate Trust School 1999 — 2001
Graduated with Honors, Trust & Estate Administration
Syracuse University 1975 — 1979
PhD candidate, Instructional Design, Development and Evaluation
University of Massachusetts, Amherst 1968 — 1970
MS, Human Movement Studies
University of Michigan 1961 — 1965
BS, Physical Education
Wells Fargo January 2012 - January 2014
Wells Fargo January 2012 - December 2013
Wells Fargo May 2010 - January 2012
Laird Norton Tyee April 2006 - March 2009
US Trust December 1998 - December 2005
Rotary Club of Orchid Island 2001 - 2005
SunTrust Bank October 1995 - December 1998
Skills
Wealth Management, Retirement Planning, Account Management, Performance Improvement, Estate Planning, Event Planning, Fixed Income, Teaching, Securities, Strategic Financial..., Philanthropy, Portfolio Management, Risk Management, Asset Allocation, Wealth, Fundraising, Nonprofits, Series 7, Investments
Education
National Graduate Trust School 2002 — 2004
Graduated with Honors, Trust and Estate Administration
Florida Graduate Trust School 1999 — 2001
Graduated with Honors, Trust & Estate Administration
Syracuse University 1975 — 1979
PhD candidate, Instructional Design, Development and Evaluation
University of Massachusetts, Amherst 1968 — 1970
MS, Human Movement Studies
University of Michigan 1961 — 1965
BS, Physical Education
Julie Wakefield, CFP® Julie Wakefield, CFP®'s Laird Norton Tyee Experience April 2006 - October 2007
Job Manager McGladrey Wealth Management, LLC
Industry Financial Services
Experience
McGladrey Wealth Management, LLC January 2008 - Present
Laird Norton Tyee April 2006 - October 2007
Bank of New York Mellon March 2003 - March 2006
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Financial Analysis, Investments, Financial Reporting, Investment Management, Financial Services
Education
City University of Seattle 2004 — 2008
MBA, Personal Finance
University of Michigan 1983 — 1988
BFA, Fine Art - Painting
McGladrey Wealth Management, LLC January 2008 - Present
Laird Norton Tyee April 2006 - October 2007
Bank of New York Mellon March 2003 - March 2006
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Financial Analysis, Investments, Financial Reporting, Investment Management, Financial Services
Education
City University of Seattle 2004 — 2008
MBA, Personal Finance
University of Michigan 1983 — 1988
BFA, Fine Art - Painting
Lynne Langseth Lynne Langseth's Laird Norton Tyee Experience September 2000 - December 2009
Job Director of Business Planning at Perkins Coie
Industry Executive Office
Experience
Graham & Dunn July 2010 - May 2014
Laird Norton Tyee September 2000 - December 2009
Deloitte 1983 - 1989
Skills
Strategic Planning, Negotiation, Management, Professional Services, Team Building, Finance, Leadership, Human Resources, Strategy, Project Planning, Financial Analysis, Executive Management, Organizational..., Employee Engagement, Mergers & Acquisitions, Financial Modeling, Analysis, Budgets
Education
The University of Texas at Austin 1981 — 1983
MBA
Harvard Business School Executive Education 2007 — 2007
Saint Bonaventure University 1978 — 1981
BS
Graham & Dunn July 2010 - May 2014
Laird Norton Tyee September 2000 - December 2009
Deloitte 1983 - 1989
Skills
Strategic Planning, Negotiation, Management, Professional Services, Team Building, Finance, Leadership, Human Resources, Strategy, Project Planning, Financial Analysis, Executive Management, Organizational..., Employee Engagement, Mergers & Acquisitions, Financial Modeling, Analysis, Budgets
Education
The University of Texas at Austin 1981 — 1983
MBA
Harvard Business School Executive Education 2007 — 2007
Saint Bonaventure University 1978 — 1981
BS
Blake Stromberg Blake Stromberg's Laird Norton Tyee Experience April 2006 - August 2008
Job Senior Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group December 2010 - Present
Prudential Financial September 2008 - November 2010
Laird Norton Tyee April 2006 - August 2008
Northern Trust Retirement Consulting 2001 - 2004
Northern Trust June 1991 - January 2001
Education
North Park University 1987 — 1991
B.A., Finance
The Newport Group December 2010 - Present
Prudential Financial September 2008 - November 2010
Laird Norton Tyee April 2006 - August 2008
Northern Trust Retirement Consulting 2001 - 2004
Northern Trust June 1991 - January 2001
Education
North Park University 1987 — 1991
B.A., Finance
Jenny Pitzen Jenny Pitzen's Laird Norton Tyee Experience September 2000 - April 2004
Job Student/Instructional Services Manager at Pacific Maritime Institute
Industry Maritime
Experience
Pacific Maritime Institute September 2004 - Present
Laird Norton Tyee September 2000 - April 2004
Education
Seattle University 2007 — 2009
MEd, Student Development Administration
University of Washington 1997 — 2001
BA, Psychology
Pacific Maritime Institute September 2004 - Present
Laird Norton Tyee September 2000 - April 2004
Education
Seattle University 2007 — 2009
MEd, Student Development Administration
University of Washington 1997 — 2001
BA, Psychology
Colleen Kroeger Colleen Kroeger's Laird Norton Tyee Experience June 2000 - March 2007
Job
Industry Financial Services
Experience
Highland Private Wealth Management, LLC March 2007 - Present
Laird Norton Tyee June 2000 - March 2007
Summit Strategies Group January 1998 - June 2000
Education
Miami University 1991 — 1995
Bachelor of Science, Accounting
Highland Private Wealth Management, LLC March 2007 - Present
Laird Norton Tyee June 2000 - March 2007
Summit Strategies Group January 1998 - June 2000
Education
Miami University 1991 — 1995
Bachelor of Science, Accounting
Carleton English Carleton English's Laird Norton Tyee Experience September 2007 - January 2012
Job Banking & Wall Street Reporter at TheStreet.com
Industry Financial Services
Experience
TheStreet.com April 2015 - Present
CNBC August 2014 - April 2015
Belus Capital Advisors April 2013 - May 2014
Aspire Bariatrics January 2012 - February 2014
Laird Norton Tyee September 2007 - January 2012
LEAF Financial Corporation May 2005 - December 2006
Skills
Financial Planning, Risk Management, Fundraising, Financial Education, Analysis, Credit, Planning, Compliance, Financial Analysis, Customer Relations, Writing, Social Media, HTML, CSS, Wealth Management, Strategic Financial..., WordPress, Drupal, Project Planning, Attack & Penetration, Budgets, Strategic Planning, Mutual Funds, Portfolio Management, Process Improvement, Due Diligence, Trading, Securities, Leadership, Customer Service, Recruiting, Finance
Education
The George Washington University 2001 — 2005
BA, International Affairs, Anthropology
TheStreet.com April 2015 - Present
CNBC August 2014 - April 2015
Belus Capital Advisors April 2013 - May 2014
Aspire Bariatrics January 2012 - February 2014
Laird Norton Tyee September 2007 - January 2012
LEAF Financial Corporation May 2005 - December 2006
Skills
Financial Planning, Risk Management, Fundraising, Financial Education, Analysis, Credit, Planning, Compliance, Financial Analysis, Customer Relations, Writing, Social Media, HTML, CSS, Wealth Management, Strategic Financial..., WordPress, Drupal, Project Planning, Attack & Penetration, Budgets, Strategic Planning, Mutual Funds, Portfolio Management, Process Improvement, Due Diligence, Trading, Securities, Leadership, Customer Service, Recruiting, Finance
Education
The George Washington University 2001 — 2005
BA, International Affairs, Anthropology
Teresa Wells, CFA Teresa Wells, CFA's Laird Norton Tyee Experience September 2007 - October 2009
Job Director of Investment Strategy at Threshold Group
Industry Investment Management
Experience
Threshold Group July 2014 - Present
Laird Norton Wealth Management June 2010 - July 2014
City of Seattle Employee Retirement System October 2009 - June 2010
Laird Norton Tyee September 2007 - October 2009
Farmers New World Life Insurance June 2005 - September 2007
CoBiz Private Asset Management March 2001 - June 2005
Sovereign Financial Services May 2000 - March 2001
Education
Seattle University 2005 — 2008
Masters, International Business
Metropolitan State College of Denver
Bachelor of Science, Finance
Threshold Group July 2014 - Present
Laird Norton Wealth Management June 2010 - July 2014
City of Seattle Employee Retirement System October 2009 - June 2010
Laird Norton Tyee September 2007 - October 2009
Farmers New World Life Insurance June 2005 - September 2007
CoBiz Private Asset Management March 2001 - June 2005
Sovereign Financial Services May 2000 - March 2001
Education
Seattle University 2005 — 2008
Masters, International Business
Metropolitan State College of Denver
Bachelor of Science, Finance
Tim Groen Tim Groen's Laird Norton Tyee Experience November 2006 - June 2007
Job Sales Specialist Enterprise Storage at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard April 2014 - Present
Silicon Mechanics April 2013 - April 2014
Silicon Mechanics August 2011 - February 2013
Silicon Mechanics July 2007 - August 2011
Laird Norton Tyee November 2006 - June 2007
Investors Bank & Trust June 2005 - October 2006
Skills
Customer Service, Customer Satisfaction, Enterprise Storage, Storage, Virtualization, Storage Architecture, Cloud Computing, Storage Virtualization, VMware, Servers, Hardware, High Availability, High Performance..., Storage Area Networks, CRM, Solution Selling, Networking, Storage Solutions, Professional Services, Data Center, Technical Support, SaaS, Security, RAID, Cloud Storage, Private Cloud, IT Solutions, IT Cost Optimization, Converged Infrastructure, Disaster Recovery, Big Data Analytics, All-Flash Storage, Channel Partner..., Channel Partner..., Software Defined Storage, Software Defined Data..., Network-Attached Storage, Enterprise Software, Enterprise Mobility
Education
Macalester College 2001 — 2005
BA: Economics, Minor: Communications and Media Studies
Hewlett-Packard April 2014 - Present
Silicon Mechanics April 2013 - April 2014
Silicon Mechanics August 2011 - February 2013
Silicon Mechanics July 2007 - August 2011
Laird Norton Tyee November 2006 - June 2007
Investors Bank & Trust June 2005 - October 2006
Skills
Customer Service, Customer Satisfaction, Enterprise Storage, Storage, Virtualization, Storage Architecture, Cloud Computing, Storage Virtualization, VMware, Servers, Hardware, High Availability, High Performance..., Storage Area Networks, CRM, Solution Selling, Networking, Storage Solutions, Professional Services, Data Center, Technical Support, SaaS, Security, RAID, Cloud Storage, Private Cloud, IT Solutions, IT Cost Optimization, Converged Infrastructure, Disaster Recovery, Big Data Analytics, All-Flash Storage, Channel Partner..., Channel Partner..., Software Defined Storage, Software Defined Data..., Network-Attached Storage, Enterprise Software, Enterprise Mobility
Education
Macalester College 2001 — 2005
BA: Economics, Minor: Communications and Media Studies
Sandra Neuman, CFP® Sandra Neuman, CFP®'s Laird Norton Tyee Experience March 2006 - March 2009
Job Survivor Outreach Services (SOS) Financial Counselor Army Reserve Family Programs; Contractor Rapier Solutions, Inc.
Industry Financial Services
Experience
Department of National Defense October 2014 - Present
Rapier Solutions, Inc. December 2012 - October 2014
Neuman Consulting, Inc. March 2009 - December 2012
Fiscal Fitness May 2011 - August 2012
Laird Norton Tyee March 2006 - March 2009
US Bank November 2000 - March 2006
Copper Mountain Trust January 1999 - January 2000
Kibble & Prentice January 1996 - January 1999
Skills
Financial Operations, Estate Planning, Budget Process, Personal Trust..., Financial Markets, Personal Financial..., Portfolio Management, Strategic Financial..., Investment Strategies, Investments, 401k, Financial Analysis, Financial Planning, Wealth, Financial Services, Retirement Planning, Asset Management, Wealth Management, Analysis, Asset Allocation, Finance
Education
The University of Montana - School of Business Administration 1989 — 1994
BS, Business Administration
Department of National Defense October 2014 - Present
Rapier Solutions, Inc. December 2012 - October 2014
Neuman Consulting, Inc. March 2009 - December 2012
Fiscal Fitness May 2011 - August 2012
Laird Norton Tyee March 2006 - March 2009
US Bank November 2000 - March 2006
Copper Mountain Trust January 1999 - January 2000
Kibble & Prentice January 1996 - January 1999
Skills
Financial Operations, Estate Planning, Budget Process, Personal Trust..., Financial Markets, Personal Financial..., Portfolio Management, Strategic Financial..., Investment Strategies, Investments, 401k, Financial Analysis, Financial Planning, Wealth, Financial Services, Retirement Planning, Asset Management, Wealth Management, Analysis, Asset Allocation, Finance
Education
The University of Montana - School of Business Administration 1989 — 1994
BS, Business Administration
Melissa (Williams) Haggerty Melissa (Williams) Haggerty's Laird Norton Tyee Experience June 2006 - June 2008
Job Social Security Disability Attorney at Swanson Thomas Coon & Newton
Industry Law Practice
Experience
Swanson Thomas Coon & Newton June 2013 - Present
Swanson Thomas Coon & Newton February 2013 - May 2013
League of Oregon Cities February 2013 - February 2013
Lewis and Clark Legal Clinic April 2011 - May 2012
Metro January 2011 - May 2011
Metropolitan Exposition Recreation Commission (MERC) June 2008 - August 2009
Laird Norton Tyee June 2006 - June 2008
Education
Lewis & Clark Law School 2009 — 2012
Doctor of Law (J.D.)
Willamette University 2002 — 2006
B.A.
Swanson Thomas Coon & Newton June 2013 - Present
Swanson Thomas Coon & Newton February 2013 - May 2013
League of Oregon Cities February 2013 - February 2013
Lewis and Clark Legal Clinic April 2011 - May 2012
Metro January 2011 - May 2011
Metropolitan Exposition Recreation Commission (MERC) June 2008 - August 2009
Laird Norton Tyee June 2006 - June 2008
Education
Lewis & Clark Law School 2009 — 2012
Doctor of Law (J.D.)
Willamette University 2002 — 2006
B.A.
Angel Kimball Angel Kimball's Laird Norton Tyee Experience September 2006 - March 2011
Job Financial Analyst for Biomedical Engineering group at OHSU
Industry Health, Wellness and Fitness
Experience
OHSU February 2013 - Present
Hapkido Kidz Program September 2007 - Present
The Regence Group August 2011 - May 2012
SNAP Fitness Tigard, OR May 2011 - July 2011
Evraz Inc NA April 2011 - June 2011
Vision Quest Sport and Fitness June 2009 - March 2011
Laird Norton Tyee September 2006 - March 2011
Northwest Art Alliance September 2003 - March 2011
Leisure Care May 2004 - March 2006
ImageX September 2001 - September 2003
Skills
Auditing, General Ledger, Fixed Assets, Cash Flow Forecasting, Operating Budgets, Billing Systems, Forecasting, Payroll, Non-profits, Accounts Payable, Budgets, Accounting
Education
University of Minnesota Duluth 1993 — 1997
B.A., Accounting & FMIS
Jamestown College 1991 — 1993
B.A., Accounting
Williston High School 1989 — 1991
Diploma, Business
OHSU February 2013 - Present
Hapkido Kidz Program September 2007 - Present
The Regence Group August 2011 - May 2012
SNAP Fitness Tigard, OR May 2011 - July 2011
Evraz Inc NA April 2011 - June 2011
Vision Quest Sport and Fitness June 2009 - March 2011
Laird Norton Tyee September 2006 - March 2011
Northwest Art Alliance September 2003 - March 2011
Leisure Care May 2004 - March 2006
ImageX September 2001 - September 2003
Skills
Auditing, General Ledger, Fixed Assets, Cash Flow Forecasting, Operating Budgets, Billing Systems, Forecasting, Payroll, Non-profits, Accounts Payable, Budgets, Accounting
Education
University of Minnesota Duluth 1993 — 1997
B.A., Accounting & FMIS
Jamestown College 1991 — 1993
B.A., Accounting
Williston High School 1989 — 1991
Diploma, Business
Dylan Miller Dylan Miller's Laird Norton Tyee Experience August 2009 - May 2011
Job Captain at Landmark Aviation
Industry Aviation & Aerospace
Experience
Arizona Business Aviation Association January 2015 - Present
Landmark Aviation June 2013 - Present
Laird Norton Family Foundation January 2010 - Present
Dakota-Jet, LLP March 2012 - May 2013
American Eagle Airlines March 2006 - March 2012
Pinnacle Aviation 2009 - 2012
Laird Norton Tyee August 2009 - May 2011
Hendricks and Partners Aviation, LLC June 2008 - April 2009
Embry-Riddle Aeronautical University August 2004 - March 2006
Skills
Aviation, Commercial Aviation, Real Estate, MS Office Suite, Apple Software, Microsoft Office, Airlines, Flight Safety, Airports, Flights, Multi-engine, Crew Resource Management, Flight Planning, Aircraft, Type Rating, Aerospace, Flight Training, Human Factors, Charter, CFI, Program Management, Ground Instructor, Piloting
Education
Embry-Riddle Aeronautical University 2001 — 2004
BS, Aeronautical Science
Arizona Business Aviation Association January 2015 - Present
Landmark Aviation June 2013 - Present
Laird Norton Family Foundation January 2010 - Present
Dakota-Jet, LLP March 2012 - May 2013
American Eagle Airlines March 2006 - March 2012
Pinnacle Aviation 2009 - 2012
Laird Norton Tyee August 2009 - May 2011
Hendricks and Partners Aviation, LLC June 2008 - April 2009
Embry-Riddle Aeronautical University August 2004 - March 2006
Skills
Aviation, Commercial Aviation, Real Estate, MS Office Suite, Apple Software, Microsoft Office, Airlines, Flight Safety, Airports, Flights, Multi-engine, Crew Resource Management, Flight Planning, Aircraft, Type Rating, Aerospace, Flight Training, Human Factors, Charter, CFI, Program Management, Ground Instructor, Piloting
Education
Embry-Riddle Aeronautical University 2001 — 2004
BS, Aeronautical Science
Jeff Zanatta Jeff Zanatta's Laird Norton Tyee Experience November 2006 - March 2009
Job Cook at Mina Group: Restaurant RN74
Industry Restaurants
Experience
Mina Group: Restaurant RN74 May 2011 - Present
Laird Norton Tyee November 2006 - March 2009
Harris Trust and Savings Bank August 2000 - November 2005
Freeman Welwood July 1999 - August 2000
Skills
International Relations, Financial Analysis, Small Business, Event Planning, Team Building, Entrepreneurship, Leadership, Microsoft Word, Finance, Teamwork, Project Planning, Customer Service, Strategic Financial..., Marketing, Retirement, Microsoft Excel, Management, Restaurants, Sales, Microsoft Office, Social Media, Asset Management, Time Management, Investments, Social Networking, Public Speaking, Food & Beverage, Hospitality, Public Relations, Portfolio Management, Philanthropy
Education
Le Cordon Bleu 2010 — 2011
Culinary Arts
College for Financial Planning 2004 — 2005
CFP, Financial Planning
Washington State University - College of Business and Economics 1995 — 1998
University of Washington 1993 — 1995
Mina Group: Restaurant RN74 May 2011 - Present
Laird Norton Tyee November 2006 - March 2009
Harris Trust and Savings Bank August 2000 - November 2005
Freeman Welwood July 1999 - August 2000
Skills
International Relations, Financial Analysis, Small Business, Event Planning, Team Building, Entrepreneurship, Leadership, Microsoft Word, Finance, Teamwork, Project Planning, Customer Service, Strategic Financial..., Marketing, Retirement, Microsoft Excel, Management, Restaurants, Sales, Microsoft Office, Social Media, Asset Management, Time Management, Investments, Social Networking, Public Speaking, Food & Beverage, Hospitality, Public Relations, Portfolio Management, Philanthropy
Education
Le Cordon Bleu 2010 — 2011
Culinary Arts
College for Financial Planning 2004 — 2005
CFP, Financial Planning
Washington State University - College of Business and Economics 1995 — 1998
University of Washington 1993 — 1995
Jeremy Roewe's Laird Norton Tyee Experience June 2005 - September 2005
Job VP Capital Markets
Industry Banking
Experience
Northwest Farm Credit Services October 2010 - Present
Bank of America June 2006 - September 2010
Bank of America June 2006 - September 2010
Laird Norton Tyee June 2005 - September 2005
Morgan Keegan and Company June 2000 - September 2004
Regions Investment Company May 1999 - January 2000
Stephen's Inc May 1998 - September 1998
Skills
Portfolio Management, Financial Modeling, Management Consulting, CRM, Commercial Lending, Investments, Relationship Management, Risk Management, Credit, Loans, Banking, Series 7, Corporate Finance, Capital Markets, Finance, Due Diligence, Mergers & Acquisitions
Education
University of Washington, Michael G. Foster School of Business 2004 — 2006
MBA, Finance and Accounting
Lyon College 1996 — 2000
BA, Economics
University of York 1999 — 1999
BA, International Business
Non-Traditional Eduction
Northwest Farm Credit Services October 2010 - Present
Bank of America June 2006 - September 2010
Bank of America June 2006 - September 2010
Laird Norton Tyee June 2005 - September 2005
Morgan Keegan and Company June 2000 - September 2004
Regions Investment Company May 1999 - January 2000
Stephen's Inc May 1998 - September 1998
Skills
Portfolio Management, Financial Modeling, Management Consulting, CRM, Commercial Lending, Investments, Relationship Management, Risk Management, Credit, Loans, Banking, Series 7, Corporate Finance, Capital Markets, Finance, Due Diligence, Mergers & Acquisitions
Education
University of Washington, Michael G. Foster School of Business 2004 — 2006
MBA, Finance and Accounting
Lyon College 1996 — 2000
BA, Economics
University of York 1999 — 1999
BA, International Business
Non-Traditional Eduction
Jerri Etchason's Laird Norton Tyee Experience December 2006 - January 2008
Job Communications Consultant
Industry Public Relations and Communications
Experience
AARP August 2008 - October 2013
Laird Norton Tyee December 2006 - January 2008
Washington Mutual August 2001 - June 2006
Bank of America 1981 - 2001
Skills
Web Content Management, Change Communications, Internal Communications, Strategic Communications, Editing, Publications, Corporate Communications, Communication Training, Communications Planning
Education
Ball State University
M.A., Journalism
University of Saint Francis
B.A., English
AARP August 2008 - October 2013
Laird Norton Tyee December 2006 - January 2008
Washington Mutual August 2001 - June 2006
Bank of America 1981 - 2001
Skills
Web Content Management, Change Communications, Internal Communications, Strategic Communications, Editing, Publications, Corporate Communications, Communication Training, Communications Planning
Education
Ball State University
M.A., Journalism
University of Saint Francis
B.A., English
Jason Shull, CFP®'s Laird Norton Tyee Experience 2004 - February 2010
Job Senior Manager at Brighton Jones
Industry Financial Services
Experience
Brighton Jones October 2012 - Present
Pro Bono 2010 - September 2012
Laird Norton Tyee 2004 - February 2010
Safeco Life and Investments 1999 - 2004
Safeco Life and Investments 1996 - 1999
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Estate Planning, 401k, Long-term Care, Mutual Funds, Due Diligence, Financial Advisory, Securities, Asset Allocation, Retirement, High Net Worth..., Financial Services, Series 7, Investment Advisory, Asset Management, Investment Strategies
Education
University of Montana 1991 — 1996
Bachelor, Business
Brighton Jones October 2012 - Present
Pro Bono 2010 - September 2012
Laird Norton Tyee 2004 - February 2010
Safeco Life and Investments 1999 - 2004
Safeco Life and Investments 1996 - 1999
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Estate Planning, 401k, Long-term Care, Mutual Funds, Due Diligence, Financial Advisory, Securities, Asset Allocation, Retirement, High Net Worth..., Financial Services, Series 7, Investment Advisory, Asset Management, Investment Strategies
Education
University of Montana 1991 — 1996
Bachelor, Business
Teresa (Mason) Holland's Laird Norton Tyee Experience February 2007 - July 2008
Job Clinical Research Associate
Industry Biotechnology
Experience
Seattle Genetics, Inc. August 2008 - Present
Laird Norton Tyee February 2007 - July 2008
ICOS Corporation September 2005 - February 2007
US Bank Private Client Services January 1995 - August 2005
Skills
Relationship Management, Clinical Trials, Biotechnology, Clinical Development, Pharmaceutical Industry, GCP, CRO, Oncology Clinical..., SMO, eCRF, CTMS,..., Budgets, Clinical Site Monitoring, Remote Monitoring, Site Feasibility, CTMS, Oncology, FDA, Clinical Research, Regulatory Submissions, EDC
Education
University of Washington, Michael G. Foster School of Business 1990 — 1991
Certificate, Management Program
Boston University
Certified Trust and Financial Advisor (CTFA), Personal Trust
Seattle Genetics, Inc. August 2008 - Present
Laird Norton Tyee February 2007 - July 2008
ICOS Corporation September 2005 - February 2007
US Bank Private Client Services January 1995 - August 2005
Skills
Relationship Management, Clinical Trials, Biotechnology, Clinical Development, Pharmaceutical Industry, GCP, CRO, Oncology Clinical..., SMO, eCRF, CTMS,..., Budgets, Clinical Site Monitoring, Remote Monitoring, Site Feasibility, CTMS, Oncology, FDA, Clinical Research, Regulatory Submissions, EDC
Education
University of Washington, Michael G. Foster School of Business 1990 — 1991
Certificate, Management Program
Boston University
Certified Trust and Financial Advisor (CTFA), Personal Trust
John Keolker's Laird Norton Tyee Experience June 2001 - January 2008
Job Financial Consultant
Industry Financial Services
Experience
Fiduciary Counselling, Inc. December 2010 - Present
Threshold Group February 2008 - December 2010
Laird Norton Tyee June 2001 - January 2008
Frank Russell Company June 1996 - June 2001
Russell Investments 1996 - 2001
Skills
Asset Allocation, Portfolio Management, Wealth Management, Strategic Financial..., Investments, Estate Planning, Asset Managment, Retirement Planning, Financial Analysis, Financial Modeling, Equities, Investment Management, Mutual Funds, Risk Management, Financial Goals, Investment Strategies, Fixed Income, Asset Management, Finance, Financial Planning
Education
Central Washington University 1990 — 1993
Bachelor of Science (B.S.), Finance
Fiduciary Counselling, Inc. December 2010 - Present
Threshold Group February 2008 - December 2010
Laird Norton Tyee June 2001 - January 2008
Frank Russell Company June 1996 - June 2001
Russell Investments 1996 - 2001
Skills
Asset Allocation, Portfolio Management, Wealth Management, Strategic Financial..., Investments, Estate Planning, Asset Managment, Retirement Planning, Financial Analysis, Financial Modeling, Equities, Investment Management, Mutual Funds, Risk Management, Financial Goals, Investment Strategies, Fixed Income, Asset Management, Finance, Financial Planning
Education
Central Washington University 1990 — 1993
Bachelor of Science (B.S.), Finance
Jeff Edgbert's Laird Norton Tyee Experience January 2008 - March 2009
Job Director of Operations at Highland Private Wealth Management, LLC
Industry Investment Management
Experience
Highland Private Wealth Management, LLC December 2009 - Present
Laird Norton Tyee January 2008 - March 2009
Laird Norton Tyee October 2004 - January 2008
Laird Norton Tyee / Tyee Asset Strategies March 1999 - October 2004
The Personal Finance Group LLC December 1995 - January 1999
Skills
Risk Management, Investments, Securities
Education
Seattle Pacific University 1991 — 1996
B.A., Business Administration, Finance and Management
Seattle Pacific University - School of Business and Economics 1991 — 1996
Interlake High School 1987 — 1991
Highland Private Wealth Management, LLC December 2009 - Present
Laird Norton Tyee January 2008 - March 2009
Laird Norton Tyee October 2004 - January 2008
Laird Norton Tyee / Tyee Asset Strategies March 1999 - October 2004
The Personal Finance Group LLC December 1995 - January 1999
Skills
Risk Management, Investments, Securities
Education
Seattle Pacific University 1991 — 1996
B.A., Business Administration, Finance and Management
Seattle Pacific University - School of Business and Economics 1991 — 1996
Interlake High School 1987 — 1991
Alisa (Ali) Webb's Laird Norton Tyee Experience November 1997 - April 2008
Job Principal at Honeycomb Legacy Consultants LLC
Industry Financial Services
Experience
Honeycomb Legacy Consultants LLC June 2011 - Present
U.S. Bank November 2009 - June 2011
Seattle Children's Theatre 2010 - 2010
Laird Norton Tyee November 1997 - April 2008
Three Tree Montessori 2007 - 2008
Program for Early Parent Support (PEPS) 2004 - 2006
Education
Bentley University 1994 — 1997
Post-Bacc, Accountancy
Dartmouth College 1988 — 1993
BA, Government
Honeycomb Legacy Consultants LLC June 2011 - Present
U.S. Bank November 2009 - June 2011
Seattle Children's Theatre 2010 - 2010
Laird Norton Tyee November 1997 - April 2008
Three Tree Montessori 2007 - 2008
Program for Early Parent Support (PEPS) 2004 - 2006
Education
Bentley University 1994 — 1997
Post-Bacc, Accountancy
Dartmouth College 1988 — 1993
BA, Government
Bonnie Austin's Laird Norton Tyee Experience April 2006 - July 2007
Job Relationship Associate at Washington Trust Bank
Industry Financial Services
Experience
Washington Trust Bank April 2009 - Present
The Pacific Financial Group March 2008 - December 2008
Laird Norton Tyee April 2006 - July 2007
Ragen MacKenzie Investment Services July 2002 - March 2006
Salomon Smith Barney June 2000 - May 2002
Frank Russell Securities September 1998 - June 2000
Skills
Investments, Portfolio Management, Fixed Income, Wealth Management, Mutual Funds, Asset Management, Financial Planning, Asset Allocation
Education
Seattle University 1990 — 1992
Bachelor of Arts (B.A.), Finance, General
Seattle University
Washington Trust Bank April 2009 - Present
The Pacific Financial Group March 2008 - December 2008
Laird Norton Tyee April 2006 - July 2007
Ragen MacKenzie Investment Services July 2002 - March 2006
Salomon Smith Barney June 2000 - May 2002
Frank Russell Securities September 1998 - June 2000
Skills
Investments, Portfolio Management, Fixed Income, Wealth Management, Mutual Funds, Asset Management, Financial Planning, Asset Allocation
Education
Seattle University 1990 — 1992
Bachelor of Arts (B.A.), Finance, General
Seattle University
Bryan Knutson CFP®'s Laird Norton Tyee Experience 2006 - April 2011
Job at Pacific Portfolio Consulting
Industry Financial Services
Experience
Pacific Portfolio Consulting April 2011 - Present
Laird Norton Tyee 2006 - April 2011
Laird Norton Tyee 2006 - 2009
Northwest Tactical 2002 - 2005
Skills
Asset Allocation, Finance, Investment Management, Wealth Management, Estate Planning, Investments, Portfolio Management, Retirement Planning
Education
Dartmouth College 1992 — 1996
Bachelor of Arts, History
Interlake High
Pacific Portfolio Consulting April 2011 - Present
Laird Norton Tyee 2006 - April 2011
Laird Norton Tyee 2006 - 2009
Northwest Tactical 2002 - 2005
Skills
Asset Allocation, Finance, Investment Management, Wealth Management, Estate Planning, Investments, Portfolio Management, Retirement Planning
Education
Dartmouth College 1992 — 1996
Bachelor of Arts, History
Interlake High
Karen Jobe, SPHR's Laird Norton Tyee Experience August 2000 - August 2011
Job Senior Human Resources Business Partner at zulily
Industry Human Resources
Experience
zulily July 2013 - Present
Los Arboles Management August 2011 - July 2013
Laird Norton Tyee August 2000 - August 2011
Kinko's November 1998 - July 2000
Skills
Employee Relations, Onboarding, Benefits Administration, Workforce Planning, Strategic Human..., Talent Management, Succession Planning
Education
California State University-Long Beach 1985 — 1989
Bachelor of Science, Business
University of California, Santa Cruz 1983 — 1984
zulily July 2013 - Present
Los Arboles Management August 2011 - July 2013
Laird Norton Tyee August 2000 - August 2011
Kinko's November 1998 - July 2000
Skills
Employee Relations, Onboarding, Benefits Administration, Workforce Planning, Strategic Human..., Talent Management, Succession Planning
Education
California State University-Long Beach 1985 — 1989
Bachelor of Science, Business
University of California, Santa Cruz 1983 — 1984
Nancy Iscovitz's Laird Norton Tyee Experience 1998 - 2007
Job Executive Director at HumanLinks Foundation
Industry Nonprofit Organization Management
Experience
HumanLinks Foundation July 2010 - Present
Wokai January 2008 - December 2010
NLI Consulting January 2009 - June 2010
Laird Norton Tyee 1998 - 2007
Parametric Portfolio Associates January 1997 - August 1998
Towle Associates, Inc August 1994 - August 1995
Stolper & Co. Inc. January 1987 - August 1994
Kidder, Peabody January 1982 - December 1986
Education
Boston University
Bachelor of Arts, American History
HumanLinks Foundation July 2010 - Present
Wokai January 2008 - December 2010
NLI Consulting January 2009 - June 2010
Laird Norton Tyee 1998 - 2007
Parametric Portfolio Associates January 1997 - August 1998
Towle Associates, Inc August 1994 - August 1995
Stolper & Co. Inc. January 1987 - August 1994
Kidder, Peabody January 1982 - December 1986
Education
Boston University
Bachelor of Arts, American History
Dorothy Cottrell's Laird Norton Tyee Experience January 2004 - February 2009
Job Director of Human Resources (Academic Health Center) at University of Minnesota Academic Health Center
Industry Human Resources
Experience
University of Minnesota February 2011 - Present
University of Minnesota August 2010 - Present
Laird Norton Tyee January 2004 - February 2009
Good Samaritan Hospital June 2003 - January 2004
Personnel Management Systems, Inc. November 1991 - April 2002
Honeywell Inc. June 1979 - August 1989
Skills
Training, Talent Management, Human Resources, Recruiting, Employee Engagement, Leadership, Employee Benefits
Education
University of Minnesota Law School 1977 — 1980
University of Minnesota February 2011 - Present
University of Minnesota August 2010 - Present
Laird Norton Tyee January 2004 - February 2009
Good Samaritan Hospital June 2003 - January 2004
Personnel Management Systems, Inc. November 1991 - April 2002
Honeywell Inc. June 1979 - August 1989
Skills
Training, Talent Management, Human Resources, Recruiting, Employee Engagement, Leadership, Employee Benefits
Education
University of Minnesota Law School 1977 — 1980
Mark Schilder, MBA's Laird Norton Tyee Experience March 2004 - June 2005
Job Implementation Portfolio Manager at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2008 - Present
Symetra Financial June 2005 - March 2008
Laird Norton Tyee March 2004 - June 2005
Harris Direct April 1997 - December 2004
Skills
Portfolio Management, Investments, Asset Management, Risk Management, Financial Services, Asset Allocation, Finance, Trading, Management, CRM, Business Strategy, Project Management, Alternative Investments
Education
University of Washington, Seattle - Business School 1991 — 1996
Bachelors, Business
Seattle Pacific University - School of Business and Economics
MBA, Finance
Russell Investments July 2008 - Present
Symetra Financial June 2005 - March 2008
Laird Norton Tyee March 2004 - June 2005
Harris Direct April 1997 - December 2004
Skills
Portfolio Management, Investments, Asset Management, Risk Management, Financial Services, Asset Allocation, Finance, Trading, Management, CRM, Business Strategy, Project Management, Alternative Investments
Education
University of Washington, Seattle - Business School 1991 — 1996
Bachelors, Business
Seattle Pacific University - School of Business and Economics
MBA, Finance
Erik Jensen, CFP®'s Laird Norton Tyee Experience June 2006 - March 2010
Job Senior Associate at the CAPROCK Group
Industry Investment Management
Experience
The CAPROCK Group January 2011 - Present
Clearwater Advisors, LLC April 2010 - January 2011
Laird Norton Tyee June 2006 - March 2010
Russell Investment Group July 2005 - June 2006
Skills
Portfolio Management, Asset Allocation, Investments, Start-ups, Business Development, Strategic Financial..., Financial Modeling, Asset Management, Equities, Private Equity, Investment Management, Wealth Management, Financial Planning, Investment Strategies, Alternative Investments, Financial Analysis
Education
Pacific Lutheran University 2002 — 2006
Finance, Economics
Timberline
The CAPROCK Group January 2011 - Present
Clearwater Advisors, LLC April 2010 - January 2011
Laird Norton Tyee June 2006 - March 2010
Russell Investment Group July 2005 - June 2006
Skills
Portfolio Management, Asset Allocation, Investments, Start-ups, Business Development, Strategic Financial..., Financial Modeling, Asset Management, Equities, Private Equity, Investment Management, Wealth Management, Financial Planning, Investment Strategies, Alternative Investments, Financial Analysis
Education
Pacific Lutheran University 2002 — 2006
Finance, Economics
Timberline
Karen Schenone, CFA's Laird Norton Tyee Experience February 2008 - May 2010
Job Fixed Income Strategist at BlackRock Financial Management
Industry Financial Services
Experience
BlackRock Financial Management May 2010 - Present
Laird Norton Tyee February 2008 - May 2010
Washington Mutual 2004 - February 2008
Skills
Fixed Income, Public Speaking, Financial Analysis, Asset Managment, Tactical Asset..., Technical Writing, ETFs, Municipal Bonds, Asset Management
Education
The University of Texas at Austin 2000 — 2004
BBA, Finance
BlackRock Financial Management May 2010 - Present
Laird Norton Tyee February 2008 - May 2010
Washington Mutual 2004 - February 2008
Skills
Fixed Income, Public Speaking, Financial Analysis, Asset Managment, Tactical Asset..., Technical Writing, ETFs, Municipal Bonds, Asset Management
Education
The University of Texas at Austin 2000 — 2004
BBA, Finance
Jodie Duvall's Laird Norton Tyee Experience March 2001 - September 2006
Job AVP & Wealth Advisor at First Hawaiian Bank
Industry Investment Management
Experience
First Hawaiian Bank August 2007 - Present
Laird Norton Tyee March 2001 - September 2006
Safeco September 1998 - March 2001
Education
College for Financial Planning 1999 — 2001
CFP
University of Washington, Michael G. Foster School of Business 1994 — 1998
BS, Finance
First Hawaiian Bank August 2007 - Present
Laird Norton Tyee March 2001 - September 2006
Safeco September 1998 - March 2001
Education
College for Financial Planning 1999 — 2001
CFP
University of Washington, Michael G. Foster School of Business 1994 — 1998
BS, Finance
Adelaide El Zein, CFP®, MBA's Laird Norton Tyee Experience 2008 - 2009
Job Financial Planner, Wealth Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
LPL Financial February 2015 - Present
COUNTRY Financial® April 2014 - January 2015
MW Boone & Associates January 2013 - January 2014
Bright Mountain Financial Services, LLC September 2010 - December 2012
Laird Norton Tyee 2008 - 2009
Ameriprise Financial October 2004 - April 2008
Skills
Financial Planning, Investments, Life Insurance, Annuities, Commercial Insurance, Disability Insurance, Long-term Care
Education
University of Washington
BA, Humanities
The American College
Certified Financial Planner
University of Phoenix
MBA
School name:
BA, University of Washington
Bank of America Merrill Lynch June 2015 - Present
LPL Financial February 2015 - Present
COUNTRY Financial® April 2014 - January 2015
MW Boone & Associates January 2013 - January 2014
Bright Mountain Financial Services, LLC September 2010 - December 2012
Laird Norton Tyee 2008 - 2009
Ameriprise Financial October 2004 - April 2008
Skills
Financial Planning, Investments, Life Insurance, Annuities, Commercial Insurance, Disability Insurance, Long-term Care
Education
University of Washington
BA, Humanities
The American College
Certified Financial Planner
University of Phoenix
MBA
School name:
BA, University of Washington
Meryl Mazepa's Laird Norton Tyee Experience October 2007 - November 2010
Job Certified Personal Trainer at Meryl in Motion
Industry Health, Wellness and Fitness
Experience
Meryl in Motion December 2012 - Present
Harborview Medical Center February 2015 - Present
Mode of Fitness August 2012 - February 2015
Sassy Fit August 2012 - December 2013
Laird Norton Tyee October 2007 - November 2010
Intuit January 2004 - September 2004
Georgetown University May 2003 - August 2003
Skills
Public Speaking, Research, Event Planning, Fundraising, Fitness Training, Leadership, Social Media, Nonprofits
Education
The University of Chicago 2005 — 2007
M.A., Philosophy
Trinity College-Hartford 2000 — 2004
BA, History of Religions
University of Oxford 2002 — 2003
N/A, History of Religions
Meryl in Motion December 2012 - Present
Harborview Medical Center February 2015 - Present
Mode of Fitness August 2012 - February 2015
Sassy Fit August 2012 - December 2013
Laird Norton Tyee October 2007 - November 2010
Intuit January 2004 - September 2004
Georgetown University May 2003 - August 2003
Skills
Public Speaking, Research, Event Planning, Fundraising, Fitness Training, Leadership, Social Media, Nonprofits
Education
The University of Chicago 2005 — 2007
M.A., Philosophy
Trinity College-Hartford 2000 — 2004
BA, History of Religions
University of Oxford 2002 — 2003
N/A, History of Religions
Lisa Carlson Rindal's Laird Norton Tyee Experience February 2007 - February 2008
Job Experienced Business Professional
Industry Accounting
Experience
Space Needle LLC June 2010 - September 2010
Russell Investments October 2008 - March 2009
Russell Investments July 2008 - September 2008
Laird Norton Tyee February 2007 - February 2008
US Bank September 2004 - July 2006
US Bank May 2004 - September 2004
US Bank November 2001 - May 2004
Skills
Financial Reporting, Research, Problem Solving, Highly Analytical, Attention To Detail, Microsoft Office, Great Plains Software, Business Relationship..., Teamwork, Accounting
Education
University of Washington 2009 — 2011
B.A., Business Administration/Accounting
Highline College 2009 — 2009
Business and Accounting
Wheaton College 1992 — 1996
B.A., Psychology
Space Needle LLC June 2010 - September 2010
Russell Investments October 2008 - March 2009
Russell Investments July 2008 - September 2008
Laird Norton Tyee February 2007 - February 2008
US Bank September 2004 - July 2006
US Bank May 2004 - September 2004
US Bank November 2001 - May 2004
Skills
Financial Reporting, Research, Problem Solving, Highly Analytical, Attention To Detail, Microsoft Office, Great Plains Software, Business Relationship..., Teamwork, Accounting
Education
University of Washington 2009 — 2011
B.A., Business Administration/Accounting
Highline College 2009 — 2009
Business and Accounting
Wheaton College 1992 — 1996
B.A., Psychology