Laird Norton Wealth Management

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) 426-5105: : : : Place name: Website: Category: : : 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

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Laird Norton Wealth Management Employees

Employee
Years
Job
Industry
Carter Maxwell Carter Maxwell Seattle, Washington Details
Carter Maxwell's Laird Norton Wealth Management Experience December 2013 - Present
Job Technology Assistant at Laird Norton Wealth Management
Industry Information Technology and Services
Experience
Laird Norton Wealth Management   December 2013 - Present
OfficeMax  August 2012 - Present

Skills
CompTIA A+ Certification, Computer Hardware, Windows 7, Computer Repair, Networking, Microsoft Office, Troubleshooting, Computer Maintenance, OS X, Printers, Active Directory, Customer Service, Technical Support, Windows XP, Software Installation, Windows Server, Hardware, Management, Windows Vista, Windows, Help Desk Support

Education
North Seattle Community College   2012 — 2013
AAS, Network & Server Administration

Shoreline Community College

Suzanne Zahniser Suzanne Zahniser Mercer Island, Washington Details
Suzanne Zahniser's Laird Norton Wealth Management Experience May 2007 - Present
Job Corporate Secretary at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management   May 2007 - Present
Thomson Reuters EBIA   May 2001 - June 2006
Bogle & Gates  January 1986 - January 1995
Bogle & Gates  June 1978 - January 1986

Skills
Mergers & Acquisitions, Public Speaking, Strategic Planning, Contract Negotiation, Employee Benefits, Nonprofits, Compliance, Corporate Law, Legal Writing, Corporate Finance, Corporate Governance, Business Strategy

Education
The Ohio State University Moritz College of Law   1975 — 1978
Doctor of Law (JD), Order of the Coif

Austin College   1971 — 1975
Bachelor of Arts (BA), Honors in Philosophy

Wayne State University Junior Year in Munich   1973 — 1974
German History, Culture and Language

Soula Stefanopoulos Soula Stefanopoulos Seattle, Washington Details
Soula Stefanopoulos's Laird Norton Wealth Management Experience August 2013 - Present
Job Writer & Editor, Finance and International Economics
Industry Publishing
Experience
Laird Norton Wealth Management   August 2013 - Present

Education
Kenyon College
Bachelor of Arts (BA), English Literature and Political Science

American Graduate School of International Management
Master's Degree

Philip Schimke Philip Schimke Minneapolis, Minnesota Details
Philip Schimke's Laird Norton Wealth Management Experience September 1997 - October 2004
Job Operations Manager at Vector Wealth Management, LLC
Industry Financial Services
Experience
Vector Wealth Management, LLC   April 2005 - Present
Laird Norton Wealth Management   September 1997 - October 2004
National City Bank  August 1990 - August 1994

Skills
PortfolioCenter, Microsoft Access, Microsoft SQL Server, Microsoft Exchange, Microsoft Excel, Junxure, Worldox, Windows Server, Windows XP Pro, Windows 7, Microsoft Outlook

Education
University of Minnesota-Twin Cities   1984 — 1989
Bachelor of Arts (B.A.), Economics

Sara Seeger Sara Seeger Tacoma, Washington Details
Sara Seeger's Laird Norton Wealth Management Experience 1992 - 2001
Job CoOwner
Industry Retail
Experience
Self-employed  November 2001 - Present
Laird Norton Wealth Management   1992 - 2001
Arthur Andersen & Co.   1985 - 1992

Skills
Entrepreneurship, Office Management, Telecommunications, Social Networking, Small Business

Education
Notre Dame of Maryland University

Dana Rekow Dana Rekow Greater Seattle Area Details
Dana Rekow's Laird Norton Wealth Management Experience August 2009 - Present
Job Managing Director of Client Services at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management   August 2009 - Present
Russell Investments  March 1993 - November 2007
Deloitte  1988 - 1993

Education
Seattle Pacific University   1986 — 1988
Bachelor of Arts (B.A.), Accounting

Tessa Ann Taylor Tessa Ann Taylor Greater New York City Area Details
Tessa Ann Taylor's Laird Norton Wealth Management Experience June 2013 - Present
Job Software Engineer at The New York Times
Industry Computer Software
Experience
The New York Times  April 2015 - Present
Co  August 2012 - Present
Winona Capital Management  June 2014 - Present
Laird Norton Wealth Management   June 2013 - Present
Kirshenbaum Bond Senecal + Partners  February 2014 - July 2014
iris worldwide  December 2011 - June 2012
PromoBomb   February 2011 - December 2011
Beer2Buds   May 2010 - December 2011
Affinity Labs - Monster   June 2008 - December 2009
Affinity Labs - Monster   January 2008 - June 2008

Skills
Ruby on Rails, PHP, jQuery, MySQL, CSS, Facebook API, Node.js, Python, Facebook, Mobile Applications, iOS, iPhone, iOS development, CMS, Google Analytics, User Interface, MongoDB, Programming, Git, Django, Mobile Devices, Ruby, Open Source, Web Development, REST, Front-end, JSON, NoSQL, Web Applications, Redis, ActionScript, User Interface Design, AJAX, Amazon Web Services..., HTML 5, User Experience, Objective-C

Education
Smith College   2003 — 2007
BA, Computer Science

Annie Wright School   2001 — 2003

Alex Hamm Alex Hamm Greater Seattle Area Details
Alex Hamm's Laird Norton Wealth Management Experience May 2013 - Present
Job Investment Associate at Laird Norton Wealth Management
Industry Investment Management
Experience
Laird Norton Wealth Management   May 2013 - Present
D.B. Fitzpatrick & Co.   June 2012 - December 2012
Northwestern Mutual Financial Network  August 2010 - December 2010
QFC  August 2005 - June 2010

Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg Terminal, Derivatives, Microsoft Excel, MBS, Investment Management, Finance, Securities, Wealth Management, Investments, US Treasuries, Financial Markets, Microsoft Dynamics, Morningstar Direct, Manager Research, Performance Measurement, Mutual Funds, CFA Candidate, Time Management, Financial Services, Trading, Asset Management, Alternative Investments, Valuation, Capital Markets, Financial Analysis, Risk Management

Education
University of Washington   2008 — 2012
Business Administration, Finance, 3.7

Cascadia Community College   2006 — 2009
Associate in Integrated Studies

Monica Padineant, CFP® Monica Padineant, CFP® Mukilteo, Washington Details
Monica Padineant, CFP®'s Laird Norton Wealth Management Experience April 2015 - Present
Job Client Service Advisor at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management   April 2015 - Present
Laird Norton Wealth Management   March 2008 - April 2015
BondStreet Wealth Management   August 2002 - January 2007

Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Retirement Planning, Asset Management, Securities, Series 7, Finance, Financial Planning, Investment Management, Investment Advisory, Alternative Investments, Equities, Mutual Funds

Education
College for Financial Planning   2010 — 2012
CFP Certification

University of Washington   2000 — 2002
Bachelor of Arts (B.A.), Business Administration, Finance

Lauren (Dolezal) Young, CFP® Lauren (Dolezal) Young, CFP® Greater Denver Area Details
Lauren (Dolezal) Young, CFP®'s Laird Norton Wealth Management Experience June 2008 - July 2013
Job Financial Planning Specialist at Gerlach, Way, Scarth, & Associates
Industry Financial Services
Experience
Gerlach, Way, Scarth, & Associates   July 2013 - Present
Laird Norton Wealth Management   June 2008 - July 2013
Laird Norton Wealth Management   June 2008 - January 2012
Tometa Software   October 2007 - April 2008
Help You Sell Front Range   2005 - 2006

Skills
Wealth Management, Financial Analysis, Portfolio Management, Strategic Financial..., Asset Allocation, Microsoft Excel, Retirement Planning, Marketing Communications, Insurance, Salesforce.com

Education
Gonzaga University - School of Business Administration   2004 — 2008
BS Business Administration, Finance and Marketing

Legacy High School

John R. Richmond John R. Richmond Greater Seattle Area Details
John R. Richmond's Laird Norton Wealth Management Experience July 2015 - Present
Job Fiduciary Associate at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management   July 2015 - Present
Bristlecone Advisors  2013 - 2014
Bulldog Investment Group   January 2011 - May 2013
Century 21 Beutler-Waterfront   April 2012 - February 2013
Gonzaga University  September 2009 - May 2011

Skills
Financial Analysis, Portfolio Management, Investments, Customer Service, Microsoft Office, Private Equity, Venture Capital, Microsoft Excel, Hedge Funds, Equity Trading, Asset Allocation, Teamwork, Performance Measurement, Leadership, Public Speaking, Project Management, WordPress, Analytics, Market Analysis, Alternative Investments

Education
Gonzaga University   2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics

O'Dea High School

Patrick and Mary Jo Kolb Patrick and Mary Jo Kolb Portland, Oregon Area Details
Patrick and Mary Jo Kolb's Laird Norton Wealth Management Experience 1992 - 1999
Job Independent Photography Professional
Industry Photography
Experience
Laird Norton Wealth Management   1992 - 1999

Skills
Black & White, Landscape Photography, Travel Photography, Fine Art Photography, Environmental..., Portraits, On Location, Still Life

Education
Oregon State University

Sacred Heart Academy

Serra Catholic

Washington State University

Brian Whitaker Brian Whitaker Greater Seattle Area Details
Brian Whitaker's Laird Norton Wealth Management Experience September 2003 - Present
Job VP & Client Advisor at Laird Norton Wealth Managent
Industry Financial Services
Experience
Laird Norton Wealth Management   September 2003 - Present
North Park University  January 2007 - January 2013
Evangelical Covenant Church - North Pacific Conference   April 2009 - January 2012
ASA Advisors   2001 - 2003
RBC Wealth Management  1997 - 2001
Merrill Lynch  1994 - 1998
3M  1989 - 1994

Skills
Portfolio Management, Financial Planning, Wealth Management, Estate Planning, Asset Allocation, Retirement Planning, Philanthropy, Financial Analysis, Securities, Strategic Planning, Elder Care Planning, Wealth, Strategy, Financial Planners, Financial Advisory, Management, Financial Services, Finance

Education
North Park University   1986 — 1989
BA, Economics

Robert J. Benson, CFA Robert J. Benson, CFA Dallas/Fort Worth Area Details
Robert J. Benson, CFA's Laird Norton Wealth Management Experience 2009 - June 2015
Job Senior Portfolio Manager at GuideStone Financial Resources
Industry Financial Services
Experience
GuideStone Financial Resources  June 2015 - Present
Laird Norton Wealth Management   2009 - June 2015
Russell Investments  2005 - 2009
Bank of America  June 2002 - August 2004
Brinson Partners and UBS Global Asset Management   September 1991 - June 2002

Skills
Asset Management, Portfolio Management, Investment Strategies, Investments, Asset Allocation, Asset Managment, Financial Modeling, Valuation, Capital Markets, Strategy, Risk Management, Fixed Income, Hedge Funds

Education
Northwestern University - Kellogg School of Management   1994 — 1996
MBA, Finance and Economics

CFA Institute
CFA, Investment Analysis

Kelly E. Sweet Kelly E. Sweet Greater Seattle Area Details
Kelly E. Sweet's Laird Norton Wealth Management Experience October 1995 - Present
Job Client Advisor at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management   October 1995 - Present
Teatro ZinZanni  October 2007 - December 2013
One Reel  October 2007 - July 2011
Moss Adams  1989 - 1995

Education
University of Oregon - Charles H. Lundquist College of Business

Lynn Thorburn, CPA/PFS Lynn Thorburn, CPA/PFS Bellevue, Washington Details
Lynn Thorburn, CPA/PFS's Laird Norton Wealth Management Experience June 2003 - December 2005
Job Senior Vice President, Key Private Bank at KeyCorp
Industry Financial Services
Experience
KeyCorp  September 2009 - Present
Northern Trust  September 2006 - February 2009
Laird Norton Wealth Management   June 2003 - December 2005
Laird Norton Wealth Management   September 2000 - June 2003
KeyBank  September 1992 - September 2000

Skills
Wealth Management, Investment Management, Private Banking, Retirement Planning, Asset Management, Mutual Funds, Investment Advisory, Estate Planning, Asset Allocation, Strategic Financial..., Trust Services, Charitable Trusts, Tribal Consultation, Nonprofit Endowment..., Private Foundations, Personal Trust..., Estate Tax Planning, Planned Giving, Financial Planning, Relationship Management

Education
University of Puget Sound   1980 — 1982
Master of Business Administration (MBA), Finance, General

University of Washington   1973 — 1977
Bachelor's degree, Accounting

Lake Taylor Lake Taylor Seattle, Washington Details
Lake Taylor's Laird Norton Wealth Management Experience July 2011 - April 2013
Job Senior Research Associate at PitchBook Data
Industry Venture Capital & Private Equity
Experience
PitchBook Data  February 2015 - Present
PitchBook Data  April 2014 - January 2015
Boyden global executive search  November 2013 - April 2014
Laird Norton Wealth Management   July 2011 - April 2013
Northern Lights Capital Group  July 2012 - November 2012
Butch Blum  November 2009 - February 2010
Laird Norton Family Foundation  July 2009 - September 2009

Skills
Analysis, Competitive Analysis, DCF Valuation, Derivatives, Equity Valuation, Finance, Financial Modeling, Investments, Mutual Funds, Private Equity, Qualitative Research, Risk Management, Valuation, Economics, Equities, Venture Capital, Data Analysis

Education
Seattle University   2011 — 2013
Bachelor of Arts in Business Administration, Finance, General, 3.9

Franklin College   2008 — 2009
International Management, Management and Marketing, 3.6

Seattle Central Community College   2006 — 2008
Associate of Arts (A.A.), 3.4

Adriana Pham Adriana Pham Irvine, California Details
Adriana Pham's Laird Norton Wealth Management Experience July 2006 - May 2012
Job Client Services Specialist
Industry Financial Services
Experience
Index Fund Advisors, Inc.   October 2014 - Present
Parametric  January 2014 - October 2014
Rainier Investment Management  June 2012 - November 2013
Laird Norton Wealth Management   July 2006 - May 2012
Morgan Stanley  2005 - 2006
Morgan Stanley  2001 - 2005

Skills
Asset Allocation

Education
Kaplan University   2009 — 2010
Financial Planning Certificate, Financial Planning and Services

University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General

Teresa Wells, CFA Teresa Wells, CFA Greater Seattle Area Details
Teresa Wells, CFA's Laird Norton Wealth Management Experience June 2010 - July 2014
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

Lauren Jane Zimmermann Lauren Jane Zimmermann New York, New York Details
Lauren Jane Zimmermann's Laird Norton Wealth Management Experience June 2012 - August 2013
Job Buy Planner at Nordstromrack.com | HauteLook
Industry Retail
Experience
Nordstromrack.com HauteLook, a Nordstrom Company   March 2015 - Present
Nordstrom  August 2013 - Present
Laird Norton Wealth Management   June 2012 - August 2013

Skills
French, German, English, Corporate Law, Legal Research, Contract Negotiation, Microsoft Office, Legal Writing, Commercial Litigation, Trust Management, CSS, Microsoft CRM, SEI Trust 3000, Financial Analysis, Investment Research, Strategic Financial..., Financial Planning

Education
Columbia Law School   2011 — 2011
International Exchange Program, Business Law

   2004 — 2008
Bachelor of Law, Law

Sam Craig, CFP® Sam Craig, CFP® Greater Seattle Area Details
Sam Craig, CFP®'s Laird Norton Wealth Management Experience October 2006 - Present
Job Client Advisor at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management   October 2006 - Present
Rensburg Sheppards   January 1999 - May 2006

Skills
Wealth Management, Asset Allocation, Strategic Financial..., Portfolio Management, Investments, Investment Strategies, Retirement Planning, Investment Management, Equities, Securities

Education
Newcastle University   1995 — 1998
BA Hons Financial and Business Economics, Economics, Accounting, Business Management

Ben Johnson, CFP® Ben Johnson, CFP® Greater Seattle Area Details
Ben Johnson, CFP®'s Laird Norton Wealth Management Experience February 2002 - May 2011
Job Director of Client Care at Highland Private Wealth Management, LLC
Industry Financial Services
Experience
Highland Private Wealth Management, LLC   May 2011 - Present
Laird Norton Wealth Management   February 2002 - May 2011
Allison Spielman Advisors   December 1999 - February 2002
SAFECO Mutual Funds  September 1994 - September 1999

Skills
Due to compliance...

Education
North Park University   1990 — 1994
B.A., Finance, Economics

College for Financial Planning   1998 — 2000
CFP®, Certified Financial Planner (TM)

Yvonne Razo Yvonne Razo Silverdale, Washington Details
Yvonne Razo's Laird Norton Wealth Management Experience February 2014 - Present
Job Client Associate at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management   February 2014 - Present
Laird Norton Wealth Management   July 2009 - Present
Laird Norton Wealth Management   November 2005 - Present
BMO Harris Private Banking  January 2000 - April 2005

Skills
Portfolio Management, Investments, Financial Modeling, Fixed Income, Bloomberg, Asset Allocation, Human Resources and..., Executive Certificate..., Wealth Management, Mutual Funds, Securities, Asset Management, Financial Services, Financial Planning, Retirement Planning, Banking, Alternative Investments, Equities

Education
Olympic College
Associate of Arts (AA), 3.4

Western Washington
Bachelor of Arts (BA), Business Administration and Management, General

Dana Rekow Dana Rekow Greater Seattle Area Details
Dana Rekow's Laird Norton Wealth Management Experience August 2009 - Present
Job Managing Director of Client Services
Industry Investment Management
Experience
Laird Norton Wealth Management   August 2009 - Present
Russell Investments  April 1993 - November 2008
Deloitte & Touche  August 1988 - April 1993

Skills
Wealth Management, Leadership, Management, Wealth Management..., Nonprofits, Asset Allocation, Investments, Mutual Funds, Asset Management, Portfolio Management, Alternative Investments, Investment Management

Education
Seattle Pacific University   1986 — 1988
BA, Accounting

Sherry Lehmann, SPHR Sherry Lehmann, SPHR Seattle, Washington Details
Sherry Lehmann, SPHR's Laird Norton Wealth Management Experience 2008 - Present
Job Director of Human Resources at Laird Norton Wealth Management
Industry Human Resources
Experience
Laird Norton Wealth Management   2008 - Present
The Brighton Group  2008 - 2009
NW Diversity Council   2005 - 2008
Russell Investments  1984 - 2007

Education
Cornell University   2004 — 2006
Diversity Management Certificate

Pacific Lutheran University - School of Business   1982 — 1984
MBA, Business

Pacific Lutheran University - School of Business   1978 — 1981

Lisa Brummel Lisa Brummel Seattle, Washington Details
Lisa Brummel's Laird Norton Wealth Management Experience November 2013 - Present
Job Board Member
Industry Financial Services
Experience
Laird Norton Wealth Management   November 2013 - Present
Seattle Storm  2008 - Present
Microsoft  April 2005 - December 2014
Microsoft  May 2000 - April 2005
Microsoft  June 1994 - May 2000
Microsoft  June 1992 - June 1994
Microsoft  January 1990 - June 1992
Microsoft  July 1989 - January 1990

Education
UCLA Anderson School of Management   1987 — 1989
MBA, Marketing and Information Systems

Yale University   1977 — 1981
Bachelor of Arts (B.A.), Sociology

Matt Englizian, CFP® Matt Englizian, CFP® Greater Seattle Area Details
Matt Englizian, CFP®'s Laird Norton Wealth Management Experience 2007 - Present
Job Managing Director of Strategic Planning at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management   2007 - Present
Lincoln Financial Advisors  2003 - 2007

Education
Oregon State University   2000 — 2003
Bachelor of Business Administration (B.B.A.), Managerial Economics

Jeff Sain, CFP® Jeff Sain, CFP® Greater Seattle Area Details
Jeff Sain, CFP®'s Laird Norton Wealth Management Experience September 2014 - Present
Job Client Advisor at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management   September 2014 - Present
Laird Norton Wealth Management   July 2006 - September 2014
Lithia Motors  August 2004 - July 2006

Skills
Portfolio Management, Wealth Management, Investment Management, Strategic Financial..., Asset Management, Retirement Planning, Financial Analysis, Financial Modeling, Risk Management, Investments, Asset Allocation

Education
Central Washington University   2000 — 2004
Bachelor of Business Administration (BBA), Finance and Economics

EWHS

Vicki Shelton Vicki Shelton Greater Seattle Area Details
Vicki Shelton's Laird Norton Wealth Management Experience January 1997 - April 2003
Job DirectorSales at BNYMellon
Industry Financial Services
Experience
BNYMellon  June 2005 - Present
Kibble & Prentice  April 2003 - May 2005
Laird Norton Wealth Management   January 1997 - April 2003

Skills
Wealth Management, Strategic Planning, New Business Development, Financial Analysis, Problem Solving, Financial Services, Investments, Business Strategy, Asset Management, Mergers & Acquisitions, Process Consulting, Philanthropic Consulting, Leadership, Investment Management, Finance, Insurance, Public Speaking, Business Development, Coaching, Philanthropy, Wealth Management..., Leadership Development

Education
Gonzaga University   1980 — 1983
Ph.D., Leadership and Finance

Eastern Washington University   1972 — 1973
Master of Arts (M.A.), Performance Studies

William Frizzell William Frizzell Greater Seattle Area Details
William Frizzell's Laird Norton Wealth Management Experience March 2001 - Present
Job Director of Technology at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management   March 2001 - Present

Education
University of California, Berkeley   1978 — 1979
MBA, Finance

University of California, Los Angeles   1973 — 1977
BA, Economics

Breahna Wilson Breahna Wilson Greater Seattle Area Details
Breahna Wilson's Laird Norton Wealth Management Experience December 2013 - Present
Job Client Associate at Laird Norton Wealth Management
Industry Financial Services
Experience
Laird Norton Wealth Management   December 2013 - Present
The Education Effect (TEE)   July 2012 - Present
Scripps College  September 2010 - May 2012
Towers Watson  June 2011 - August 2011
Qwest  June 2010 - August 2010
INROADS  2010 - 2010
Scripps College  September 2008 - April 2009
Wilsons Leather  May 2008 - August 2008
Seattle Storm  2002 - 2008

Skills
Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Access, Windows Vista, Microsoft Word, SPSS, Stata, Spanish, Interview Skills, Qualitative Research, Research, Report Writing, Presentations, Sales, Market Analysis, Data Analysis, Event Planning

Education
The University of Chicago   2012 — 2013
Masters of Arts, Humanities/Humanistic Studies

Scripps College   2008 — 2012
Bachelor of Arts, Economics

University Preparatory Academy   2000 — 2008

Kegan Hanway Kegan Hanway Tacoma, Washington Details
Kegan Hanway's Laird Norton Wealth Management Experience February 2011 - November 2013
Job Tech II (Innovative Project Technician) at Tacoma Public Schools
Industry Higher Education
Experience
Tacoma Public Schools  November 2013 - Present
Laird Norton Wealth Management   February 2011 - November 2013
University of Puget Sound  September 2007 - February 2011
Kitsap County Prosecutors Office  June 2008 - August 2008

Skills
Customer Service, Troubleshooting, Technical Support, Project Management, System Administration, Windows Server, Servers, Active Directory, Networking, Operating Systems, Windows 7, Help Desk Support, Printers, Hardware, VPN, Software Installation, Microsoft Technologies

Education
University of Puget Sound   2007 — 2010
Bachelor of Arts (B.A.), Politics & Government

Benjamin Kalman, CFA Benjamin Kalman, CFA Seattle, Washington Details
Benjamin Kalman, CFA's Laird Norton Wealth Management Experience September 2013 - June 2015
Job
Industry Financial Services
Experience
Laird Norton Wealth Management   September 2013 - June 2015
City of Seattle  October 2011 - August 2013
Charles Schwab Investment Management, Inc.   October 2008 - April 2011
Charles Schwab Investment Management, Inc.   October 2007 - November 2008
Charles Schwab Investment Management, Inc.   September 2006 - October 2007

Skills
Investments, Equities, Fixed Income, Portfolio Management, Asset Allocation, ETFs, Private Equity, Due Diligence, Economics, Asset Management, Mutual Funds, Wealth Management, Alternative Investments, Hedge Funds, Investment Management

Education
California State University-Long Beach - College of Business Administration   2002 — 2006
Undergraduate, Business Administration, Finance

April (Sudrak) Roeksbutr April (Sudrak) Roeksbutr Greater Seattle Area Details
April (Sudrak) Roeksbutr's Laird Norton Wealth Management Experience May 2014 - Present
Job Performance Reporting Specialist at Laird Norton Wealth Management
Industry Investment Management
Experience
Laird Norton Wealth Management   May 2014 - Present
Absolute Return Solutions   October 2012 - February 2014

Skills
Financial Analysis, Forecasting, Management, Microsoft Excel

Education
City University of Seattle   2010 — 2012
Master of Business Administration (M.B.A.), Finance, General

Bellevue Community College   2008 — 2010

Mahawithayalai Dhurakij Pundit   2001 — 2005
Bachelor of Business Administration (B.B.A.), Information Technology

Wendy J. Phillips, MBA Wendy J. Phillips, MBA Greater Seattle Area Details
Wendy J. Phillips, MBA's Laird Norton Wealth Management Experience April 2010 - Present
Job Owner at Lightpost Records, LLC Wax Poetic Recording Studios
Industry Music
Experience
Laird Norton Wealth Management   April 2010 - Present
Lightpost Records, LLC - Wax Poetic Recording Studios   January 2003 - Present
Wells Fargo HSBC Trade Bank  May 2006 - March 2010
Wells Fargo Private Bank  August 2004 - May 2006
University of Washington  2003 - 2004
SAFECO Life and Investments   2000 - 2003
SAFECO Life and Investments   1999 - 2000

Skills
Successful Business..., Recording Studio, New Business Development, International Business..., Major Gift Development, Wealth Management..., Sales Management, Teaching, Business Development

Education
Seattle University   1991 — 1993
Master of Business Administration (MBA), Finance

University of Washington   1981 — 1983
Bachelor of Arts (B.A.), Studio Art & Elementary Education Certificate

Pepperdine University   1979 — 1980

Donna Szollosi Donna Szollosi Boulder, Colorado Details
Donna Szollosi's Laird Norton Wealth Management Experience 2006 - 2008
Job
Industry Financial Services
Experience
First Western Trust  October 2013 - Present
Jocelyn Pension Consulting, LLC   March 2011 - October 2013
Laird Norton Wealth Management   2006 - 2008
Crestone Capital Advisors  1998 - 2004
Smith Barney  1994 - 1998

Skills
Profit Sharing, Retirement Plan..., 401k, Investment Brokerage, Investment Policy..., Asset Allocation, Personal Trust..., Separately Managed..., Investment..., Account Reconciliation

Education
San Jose State University
Bachelor of Science (BS), Finance/Economics

Michaela Olson Michaela Olson Seattle, Washington Details
Michaela Olson's Laird Norton Wealth Management Experience September 2013 - Present
Job Human Resources Assistant at Laird Norton Wealth Management
Industry Human Resources
Experience
Laird Norton Wealth Management   September 2013 - Present

Skills
New Hire Orientations, HR Policies, Deferred Compensation, Applicant Tracking..., Employee Relations, FMLA, Employee Engagement, Talent Management, Human Resources

Education
University of Montana
Bachelor's degree, Psychology