Lakeside Financial Group
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Lakeside Financial Group Employees
Employee
Years
Job
Industry
Chad Cromwell Chad Cromwell's Lakeside Financial Group Experience November 2004 - Present
Job Owner/Principal at Lakeside Financial Group
Industry Financial Services
Experience
Lakeside Financial Group November 2004 - Present
Lakeside Financial Group November 2004 - Present
Skills
Financial Planners, Investment Management, Tax Accounting, REIT, Residential Investment..., Financial Reporting, Real Estate Financing, Financial Structuring, Retirement Planning, IPO, Management Accounting, SMSF, Forensic Accounting, Financial Advisory, CPA, Alternative Investments, US GAAP, Financial Audits, Private Placements, Real Estate Private..., Property Management
Education
Portland State University 1998 — 1999
Bachelor's Degree, Accounting and Finance
University of Arizona 1994 — 1998
BS, Accounting and Finance
Lakeside Financial Group November 2004 - Present
Lakeside Financial Group November 2004 - Present
Skills
Financial Planners, Investment Management, Tax Accounting, REIT, Residential Investment..., Financial Reporting, Real Estate Financing, Financial Structuring, Retirement Planning, IPO, Management Accounting, SMSF, Forensic Accounting, Financial Advisory, CPA, Alternative Investments, US GAAP, Financial Audits, Private Placements, Real Estate Private..., Property Management
Education
Portland State University 1998 — 1999
Bachelor's Degree, Accounting and Finance
University of Arizona 1994 — 1998
BS, Accounting and Finance
Adam Solano Adam Solano's Lakeside Financial Group Experience 1993 - Present
Job Experienced Insurance and Financial Services Advisor
Industry Financial Services
Experience
Lakeside Financial Group 1993 - Present
Skills
Insurance, Financial Services, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Retirement, Leadership, Securities, IRAs, Life Insurance, Finance, Disability Insurance, Wealth Management, Long-term Care, Estate Planning, Investments, Employee Benefits, Term Life Insurance, Series 63, Mutual Funds, Series 7, Investment Advisory, 401k, Financial Planning
Education
St. John's University 1988 — 1992
Bachelor of Arts, English & Psychology
Lakeside Financial Group 1993 - Present
Skills
Insurance, Financial Services, Retirement Planning, Fixed Annuities, Long Term Care Insurance, Retirement, Leadership, Securities, IRAs, Life Insurance, Finance, Disability Insurance, Wealth Management, Long-term Care, Estate Planning, Investments, Employee Benefits, Term Life Insurance, Series 63, Mutual Funds, Series 7, Investment Advisory, 401k, Financial Planning
Education
St. John's University 1988 — 1992
Bachelor of Arts, English & Psychology
David Cota David Cota's Lakeside Financial Group Experience December 2010 - Present
Job Principal Lakeside Financial Group, Lakeside Property Management, Siesta Vacation Rentals, PropM, Inc
Industry Financial Services
Experience
PropM, Inc, The Professional Property Management Company January 2011 - Present
Lakeside Financial Group December 2010 - Present
Siesta Vacation Rentals December 2012 - Present
AJ Inc. January 1990 - Present
IMG / ISD July 2005 - January 2008
adidas 1994 - 2004
Skills
Entrepreneurship, Management, Investments, Training, Strategic Planning, Real Estate, Small Business, Finance, Organizational..., Investment Properties, Brand Management, Property Management, Time Management, Asset Management, Property, Marketing Strategy, Marketing, Start-ups, Sales, Sports, Strategy, Business Development, Marketing Communications, Customer Service, New Business Development, Sports Marketing, Advertising, Product Marketing, Product Development, Kicking Ass, Strategic Partnerships
Education
San Jose State University 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
West Linn High School 1982 — 1986
PropM, Inc, The Professional Property Management Company January 2011 - Present
Lakeside Financial Group December 2010 - Present
Siesta Vacation Rentals December 2012 - Present
AJ Inc. January 1990 - Present
IMG / ISD July 2005 - January 2008
adidas 1994 - 2004
Skills
Entrepreneurship, Management, Investments, Training, Strategic Planning, Real Estate, Small Business, Finance, Organizational..., Investment Properties, Brand Management, Property Management, Time Management, Asset Management, Property, Marketing Strategy, Marketing, Start-ups, Sales, Sports, Strategy, Business Development, Marketing Communications, Customer Service, New Business Development, Sports Marketing, Advertising, Product Marketing, Product Development, Kicking Ass, Strategic Partnerships
Education
San Jose State University 1987 — 1991
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
West Linn High School 1982 — 1986
Greg Farrall CWS PPC's Lakeside Financial Group Experience January 2005 - June 2010
Job CEO/President Farrall Wealth Radio Show Host at Money Matters with Greg 98.3FM WVLP Podcaster Blogger Author
Industry Financial Services
Experience
CEO/President Farrall Wealth July 2010 - Present
Money Matters with Greg Radio Host July 2014 - Present
Co-Campaign Chair for the United Way of Porter County April 2009 - May 2014
Rotary International June 2012 - June 2013
Lakeside Wealth Management Group, LLC 2006 - June 2010
Lakeside Financial Group January 2005 - June 2010
Farrall Associates October 1993 - January 2005
Rubicon Investments, LLC 1999 - 2002
Skills
Retirement Planning, Asset Allocation, Estate Planning, Alternative Investments, Investment Management, Portfolio Management, Equities, Wealth, Options, Risk Management, Derivatives, Wealth Management..., Asset Management, Fixed Income, Retirement Plan..., Captives, Wealth Preservation..., Relationship Management, Capital Markets, Charitable Gift Planning, Succession Planning, Wealth Accumulation..., Intergenerational..., Multi-generational..., Family Office, Fixed Income Analysis, Retirement Savings, Qualified Retirement..., Options Strategies, Employee Stock Options, Charitable Remainder..., Concentrated Stock..., Insurance Analysis, Variable Prepaid..., Captive Insurance..., Sophisticated Insurance..., Titling of Assets, Restricted Stock
Education
Indiana University Bloomington 1988 — 1993
Bachelors, Finance & Marketing
University of Wollongong 1992 — 1993
Bachelors, International Business
Culver Academies 1984 — 1988
HS
CEO/President Farrall Wealth July 2010 - Present
Money Matters with Greg Radio Host July 2014 - Present
Co-Campaign Chair for the United Way of Porter County April 2009 - May 2014
Rotary International June 2012 - June 2013
Lakeside Wealth Management Group, LLC 2006 - June 2010
Lakeside Financial Group January 2005 - June 2010
Farrall Associates October 1993 - January 2005
Rubicon Investments, LLC 1999 - 2002
Skills
Retirement Planning, Asset Allocation, Estate Planning, Alternative Investments, Investment Management, Portfolio Management, Equities, Wealth, Options, Risk Management, Derivatives, Wealth Management..., Asset Management, Fixed Income, Retirement Plan..., Captives, Wealth Preservation..., Relationship Management, Capital Markets, Charitable Gift Planning, Succession Planning, Wealth Accumulation..., Intergenerational..., Multi-generational..., Family Office, Fixed Income Analysis, Retirement Savings, Qualified Retirement..., Options Strategies, Employee Stock Options, Charitable Remainder..., Concentrated Stock..., Insurance Analysis, Variable Prepaid..., Captive Insurance..., Sophisticated Insurance..., Titling of Assets, Restricted Stock
Education
Indiana University Bloomington 1988 — 1993
Bachelors, Finance & Marketing
University of Wollongong 1992 — 1993
Bachelors, International Business
Culver Academies 1984 — 1988
HS
Rochelle Groth Rochelle Groth's Lakeside Financial Group Experience January 2010 - May 2011
Job Search Consultant at 180one
Industry Staffing and Recruiting
Experience
180one August 2015 - Present
Aequitas Capital Management May 2014 - August 2015
Robert Half Finance & Accounting June 2011 - May 2014
Lakeside Financial Group January 2010 - May 2011
Skills
Recruiting, Payroll, Training, Permanent Placement, Human Resources, Staffing Services, Accounting, Temporary Staffing, Talent Acquisition, Recruitment Advertising, Hiring, Sourcing, Career Counseling, Internet Recruiting, Accounts Payable, Interviews, Resume Writing, Leadership, Employee Training, College Recruiting, Temporary Placement, Applicant Tracking..., Onboarding, PeopleSoft, Contract Recruitment, Employee Benefits, Technical Recruiting, Screening Resumes, Executive Search, Benefits Negotiation, ADP Payroll, Cold Calling, Employee Relations, Job Fairs, Talent Management, Deferred Compensation, CRM, Business Development, Job Descriptions
Education
Portland State University 2009 — 2011
Bachelors, Accounting
Oregon State University 2005 — 2009
B.S., Business Administration - Finance
180one August 2015 - Present
Aequitas Capital Management May 2014 - August 2015
Robert Half Finance & Accounting June 2011 - May 2014
Lakeside Financial Group January 2010 - May 2011
Skills
Recruiting, Payroll, Training, Permanent Placement, Human Resources, Staffing Services, Accounting, Temporary Staffing, Talent Acquisition, Recruitment Advertising, Hiring, Sourcing, Career Counseling, Internet Recruiting, Accounts Payable, Interviews, Resume Writing, Leadership, Employee Training, College Recruiting, Temporary Placement, Applicant Tracking..., Onboarding, PeopleSoft, Contract Recruitment, Employee Benefits, Technical Recruiting, Screening Resumes, Executive Search, Benefits Negotiation, ADP Payroll, Cold Calling, Employee Relations, Job Fairs, Talent Management, Deferred Compensation, CRM, Business Development, Job Descriptions
Education
Portland State University 2009 — 2011
Bachelors, Accounting
Oregon State University 2005 — 2009
B.S., Business Administration - Finance
Cheryl Durlak's Lakeside Financial Group Experience April 2015 - Present
Job Financial Services Sales Assistant
Industry Investment Management
Experience
Lakeside Financial Group April 2015 - Present
Photobooth Express August 2009 - June 2015
Verizon Wireless April 2005 - April 2015
Almost Home Foundation October 2009 - August 2012
Telular Corporation 2004 - 2005
AT&T Wireless 1997 - 2003
Advanced Electronix (Celluar One Certified Agent) 1990 - 1997
Skills
Wireless, Sales, Direct Sales, Sales Management, Account Management, Sales Operations, Customer Retention, Cold Calling, Customer Satisfaction, Inventory Management, Customer Service, Retail, Solution Selling, Customer Experience, Sales Process, Project Management, Management, Training, Social Media, B2B, Salesforce.com, Telecommunications, Administrative..., Executive Level..., Interact with All..., Handle Multiple..., Work Without Supervision, Sales Order Processing, Android, Apple, New Product Roll Out, Project Rollouts, Corporate Events, Blogging, CRM
Education
Harper College 2013 — 2013
Social Media, Social Media Certificate
University of Phoenix 2006 — 2007
Business Management
Lakeside Financial Group April 2015 - Present
Photobooth Express August 2009 - June 2015
Verizon Wireless April 2005 - April 2015
Almost Home Foundation October 2009 - August 2012
Telular Corporation 2004 - 2005
AT&T Wireless 1997 - 2003
Advanced Electronix (Celluar One Certified Agent) 1990 - 1997
Skills
Wireless, Sales, Direct Sales, Sales Management, Account Management, Sales Operations, Customer Retention, Cold Calling, Customer Satisfaction, Inventory Management, Customer Service, Retail, Solution Selling, Customer Experience, Sales Process, Project Management, Management, Training, Social Media, B2B, Salesforce.com, Telecommunications, Administrative..., Executive Level..., Interact with All..., Handle Multiple..., Work Without Supervision, Sales Order Processing, Android, Apple, New Product Roll Out, Project Rollouts, Corporate Events, Blogging, CRM
Education
Harper College 2013 — 2013
Social Media, Social Media Certificate
University of Phoenix 2006 — 2007
Business Management
Bryan Povlinski's Lakeside Financial Group Experience May 2007 - August 2008
Job Business Intelligence Analyst at Apparatus
Industry Information Technology and Services
Experience
Apparatus September 2014 - Present
Spreadsheet-Sports.com January 2012 - Present
Fifth Gear March 2013 - September 2014
Fifth Gear July 2012 - March 2013
Fifth Gear June 2011 - July 2012
Fifth Gear June 2009 - July 2011
Orr Fellowship June 2009 - June 2011
General Electric May 2008 - August 2008
In's and Out's Brand Strategy Consulting May 2007 - August 2008
Lakeside Financial Group May 2007 - August 2008
Skills
Data Analysis, Business Analytics, Business Intelligence, Microsoft Excel, E-commerce, Predictive Modeling, Statistical Modeling, Process Improvement, Forecasting, Operational Planning, Predictive Analytics, Web Analytics, Google Analytics, Salesforce.com, Online Advertising, Email Marketing, Social Media Marketing, Marketing, Microsoft Office, Project Management, Lead Generation, Marketing Communications, CRM, HTML, Marketing Strategy, Account Management, Strategic Planning, SQL, Social Media, Productivity, Online Marketing
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science (BS), Marketing, Economic Consulting
Indiana University Bloomington 2005 — 2009
Bachelor of Science (B.S.), Marketing, Economic Consulting, Technology Management
Apparatus September 2014 - Present
Spreadsheet-Sports.com January 2012 - Present
Fifth Gear March 2013 - September 2014
Fifth Gear July 2012 - March 2013
Fifth Gear June 2011 - July 2012
Fifth Gear June 2009 - July 2011
Orr Fellowship June 2009 - June 2011
General Electric May 2008 - August 2008
In's and Out's Brand Strategy Consulting May 2007 - August 2008
Lakeside Financial Group May 2007 - August 2008
Skills
Data Analysis, Business Analytics, Business Intelligence, Microsoft Excel, E-commerce, Predictive Modeling, Statistical Modeling, Process Improvement, Forecasting, Operational Planning, Predictive Analytics, Web Analytics, Google Analytics, Salesforce.com, Online Advertising, Email Marketing, Social Media Marketing, Marketing, Microsoft Office, Project Management, Lead Generation, Marketing Communications, CRM, HTML, Marketing Strategy, Account Management, Strategic Planning, SQL, Social Media, Productivity, Online Marketing
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science (BS), Marketing, Economic Consulting
Indiana University Bloomington 2005 — 2009
Bachelor of Science (B.S.), Marketing, Economic Consulting, Technology Management
Jeremy Lewallen's Lakeside Financial Group Experience January 2008 - June 2011
Job Associate at Riley Wigle CPAs
Industry Accounting
Experience
Riley Wigle CPAs January 2015 - Present
Schiller & Company, P.C. June 2011 - December 2014
Lakeside Financial Group January 2008 - June 2011
MLB Investments, Inc September 2005 - January 2008
Routeware,Inc. December 2003 - August 2005
Skills
Tax, Budgets, Strategic Planning, Microsoft Excel, Accounting, Financial Reporting, CPA, Financial Analysis
Education
Oregon State University 1998 — 2002
MBA, Business
Riley Wigle CPAs January 2015 - Present
Schiller & Company, P.C. June 2011 - December 2014
Lakeside Financial Group January 2008 - June 2011
MLB Investments, Inc September 2005 - January 2008
Routeware,Inc. December 2003 - August 2005
Skills
Tax, Budgets, Strategic Planning, Microsoft Excel, Accounting, Financial Reporting, CPA, Financial Analysis
Education
Oregon State University 1998 — 2002
MBA, Business
Souleymane Traore's Lakeside Financial Group Experience January 2013 - Present
Job Accountant at Lakeside Financial Group
Industry Financial Services
Experience
Lakeside Financial Group January 2013 - Present
Levi Strauss & Co. December 2011 - Present
Molatore Scroggin Peterson & C January 2011 - August 2011
Rothstein Kass October 2007 - September 2008
Jeld-Wen June 2006 - September 2006
Skills
GAAP, Accounting, Tax, Auditing, Financial Reporting, Microsoft Office, Finance, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Financial Statements, Account Reconciliation, Analysis, Financial Analysis, Internal Controls
Education
Golden Gate University 2008 — 2012
Master, Accountancy/Finance
Santa Clara University - Leavey School of Business 2007 — 2007
Certificate, Accounting/Finance
Oregon Institute of Technology 2002 — 2007
Bachelor of Science, Business Administrative/Marketing/Accounting
Lakeside Financial Group January 2013 - Present
Levi Strauss & Co. December 2011 - Present
Molatore Scroggin Peterson & C January 2011 - August 2011
Rothstein Kass October 2007 - September 2008
Jeld-Wen June 2006 - September 2006
Skills
GAAP, Accounting, Tax, Auditing, Financial Reporting, Microsoft Office, Finance, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Financial Statements, Account Reconciliation, Analysis, Financial Analysis, Internal Controls
Education
Golden Gate University 2008 — 2012
Master, Accountancy/Finance
Santa Clara University - Leavey School of Business 2007 — 2007
Certificate, Accounting/Finance
Oregon Institute of Technology 2002 — 2007
Bachelor of Science, Business Administrative/Marketing/Accounting
Ariel Nemirow's Lakeside Financial Group Experience January 2009 - April 2011
Job Coowner, Director of Operations at Pilogarobic
Industry Health, Wellness and Fitness
Experience
Pil-oga-robic December 2011 - Present
Lakeside Financial Group January 2009 - April 2011
Kartini Clinic 2007 - 2008
Skills
Microsoft Excel, Budgets, Microsoft Office, Event Planning, Customer Service, Public Speaking, Social Networking, Strategic Planning, Financial Reporting, Social Media Marketing, Salesforce.com, Social Media, Account Management, Management, Fundraising, Leadership, Start-ups, Contract Negotiation, Event Management, Public Relations, Marketing, Advertising, New Business Development, Strategy, Small Business, B2B, Facebook, Online Advertising
Education
Portland State University 2005 — 2007
Bachelor of Arts (BA), Political Science and Government
University of Oregon 2002 — 2005
Pil-oga-robic December 2011 - Present
Lakeside Financial Group January 2009 - April 2011
Kartini Clinic 2007 - 2008
Skills
Microsoft Excel, Budgets, Microsoft Office, Event Planning, Customer Service, Public Speaking, Social Networking, Strategic Planning, Financial Reporting, Social Media Marketing, Salesforce.com, Social Media, Account Management, Management, Fundraising, Leadership, Start-ups, Contract Negotiation, Event Management, Public Relations, Marketing, Advertising, New Business Development, Strategy, Small Business, B2B, Facebook, Online Advertising
Education
Portland State University 2005 — 2007
Bachelor of Arts (BA), Political Science and Government
University of Oregon 2002 — 2005
Lisa Van Huss's Lakeside Financial Group Experience January 2013 - Present
Job Administrative and Executive Assistant
Industry Executive Office
Experience
Lakeside Financial Group January 2013 - Present
Mentor Graphics Corporation August 2012 - January 2013
Jennings Insurance Agency A Woodruff-Sawyer Company June 2010 - May 2012
HEI Innovative Solutions for Maintenance and Repair August 2009 - June 2010
First American Title July 2004 - June 2007
Education
Irvine Valley College 2005 — 2005
Business Administration and Management, General
Fullerton College 1996 — 1998
General Studies and Early Childhood Education
Lakeside Financial Group January 2013 - Present
Mentor Graphics Corporation August 2012 - January 2013
Jennings Insurance Agency A Woodruff-Sawyer Company June 2010 - May 2012
HEI Innovative Solutions for Maintenance and Repair August 2009 - June 2010
First American Title July 2004 - June 2007
Education
Irvine Valley College 2005 — 2005
Business Administration and Management, General
Fullerton College 1996 — 1998
General Studies and Early Childhood Education
Josephine Fosdick's Lakeside Financial Group Experience January 2014 - January 2015
Job Certified Public Accountant
Industry Accounting
Experience
Frumenti, Lander & Wallace, P.C. January 2015 - Present
Lakeside Financial Group January 2014 - January 2015
Oregon State University September 2007 - April 2012
Colinas Healthcare, Inc. June 2011 - September 2011
Novogradac & Company LLP January 2011 - April 2011
Oregon Home Builders Association August 2006 - September 2007
Skills
Windows, Non-profits, Public Speaking, Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint, Prezi, Outlook, Analysis, Accounting, Event Planning, Nonprofits, Access, Editing, Financial Accounting, Visio, Process Improvement, Financial Analysis, Strategic Planning, Business Planning, Budgets, Social Media, Critical Thinking, Corporate Finance, Photoshop, Leadership, Program Management, Sales, Leadership Development, Time Management, Financial Modeling, Teamwork, Fundraising, System Administration, Cost Accounting, Team Leadership
Education
Oregon State University 2007 — 2012
BS, Accounting and Finance
Frumenti, Lander & Wallace, P.C. January 2015 - Present
Lakeside Financial Group January 2014 - January 2015
Oregon State University September 2007 - April 2012
Colinas Healthcare, Inc. June 2011 - September 2011
Novogradac & Company LLP January 2011 - April 2011
Oregon Home Builders Association August 2006 - September 2007
Skills
Windows, Non-profits, Public Speaking, Microsoft Excel, QuickBooks, Microsoft Word, PowerPoint, Prezi, Outlook, Analysis, Accounting, Event Planning, Nonprofits, Access, Editing, Financial Accounting, Visio, Process Improvement, Financial Analysis, Strategic Planning, Business Planning, Budgets, Social Media, Critical Thinking, Corporate Finance, Photoshop, Leadership, Program Management, Sales, Leadership Development, Time Management, Financial Modeling, Teamwork, Fundraising, System Administration, Cost Accounting, Team Leadership
Education
Oregon State University 2007 — 2012
BS, Accounting and Finance
Randi Apodaca-Miller's Lakeside Financial Group Experience 2011 - 2012
Job Staff Accountant / Tax Analyst
Industry Accounting
Experience
Lakeside Financial Group 2011 - 2012
Rick Hug CPA 2005 - 2011
Thomas Wirig Doll 2007 - 2008
VHM Sports, Inc. DBA Watergirl 1999 - 2005
OK International 1997 - 1999
Skills
Financial Reporting, Auditing, Journal Entries, Financial Accounting, Internal Controls, Tax Preparation, Account Reconciliation, Year-end Close, Accruals, Accounts..., Payroll, General Ledger, Accounting
Education
George Fox University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, A
Lakeside Financial Group 2011 - 2012
Rick Hug CPA 2005 - 2011
Thomas Wirig Doll 2007 - 2008
VHM Sports, Inc. DBA Watergirl 1999 - 2005
OK International 1997 - 1999
Skills
Financial Reporting, Auditing, Journal Entries, Financial Accounting, Internal Controls, Tax Preparation, Account Reconciliation, Year-end Close, Accruals, Accounts..., Payroll, General Ledger, Accounting
Education
George Fox University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, A