McAdams Wright Ragen
Industry: Company
DescriptionHeadquarters: Seattle, WA Founded: 1999
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McAdams Wright Ragen Employees
Employee
Years
Job
Industry
Eileen Olson Eileen Olson's McAdams Wright Ragen Experience 2001 - 2007
Job Investment Client Service Specialist
Industry Financial Services
Experience
George R Pierce & Associates March 2011 - March 2013
Mcadams Wright Ragen 2001 - 2007
Skills
Investments, Production Managment, Accounting, Portfolio Management, Equities, Finance, Corporate Finance, Financial Analysis, Financial Services, Series 7, Budgets, Retirement Planning, Strategic Planning, Customer Service, Business Analysis, Leadership, Risk Management, Volunteer Management, Wealth Management, Asset Management, Event Planning, Microsoft Excel, Investment Strategies, Sales, Uniform Combined State..., Asset Allocation, Forecasting, Equity Research, Banking, Data Analysis, Municipal Bonds, Investment Management, Strategy, Private Equity, Personal Financial..., Series 63, Fixed Income, Alternative Investments, Project Management, Financial Reporting, Small Business, Investment Advisory, 529 Plans, Mergers & Acquisitions, Business Planning, 401k, Options, Mutual Funds, Series 65, Securities
Education
Seattle University
MBA, Finance
University of Washington
BA, Political Science
George R Pierce & Associates March 2011 - March 2013
Mcadams Wright Ragen 2001 - 2007
Skills
Investments, Production Managment, Accounting, Portfolio Management, Equities, Finance, Corporate Finance, Financial Analysis, Financial Services, Series 7, Budgets, Retirement Planning, Strategic Planning, Customer Service, Business Analysis, Leadership, Risk Management, Volunteer Management, Wealth Management, Asset Management, Event Planning, Microsoft Excel, Investment Strategies, Sales, Uniform Combined State..., Asset Allocation, Forecasting, Equity Research, Banking, Data Analysis, Municipal Bonds, Investment Management, Strategy, Private Equity, Personal Financial..., Series 63, Fixed Income, Alternative Investments, Project Management, Financial Reporting, Small Business, Investment Advisory, 529 Plans, Mergers & Acquisitions, Business Planning, 401k, Options, Mutual Funds, Series 65, Securities
Education
Seattle University
MBA, Finance
University of Washington
BA, Political Science
Sarah Power, CFP® Sarah Power, CFP®'s McAdams Wright Ragen Experience June 2007 - November 2014
Job Senior Vice President at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen June 2007 - November 2014
Ragen MacKenzie June 2007 - April 2008
Freehills August 2005 - August 2006
Jones Day 2001 - 2005
Education
University of Washington School of Law 2006 — 2007
LL.M., Taxation
Tulane University Law School 1999 — 2002
J.D., cum laude
University of Washington 1995 — 1999
B.A., Political Science and Spanish
Universidad de Sevilla 1998 — 1998
History and Political Science
Universidad del País Vasco/Euskal Herriko Unibertsitatea 1998 — 1998
Spanish and Art History
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen June 2007 - November 2014
Ragen MacKenzie June 2007 - April 2008
Freehills August 2005 - August 2006
Jones Day 2001 - 2005
Education
University of Washington School of Law 2006 — 2007
LL.M., Taxation
Tulane University Law School 1999 — 2002
J.D., cum laude
University of Washington 1995 — 1999
B.A., Political Science and Spanish
Universidad de Sevilla 1998 — 1998
History and Political Science
Universidad del País Vasco/Euskal Herriko Unibertsitatea 1998 — 1998
Spanish and Art History
Hillary Houle Hillary Houle's McAdams Wright Ragen Experience October 2012 - November 2013
Job Administrative/ Customer Service Specialist
Industry Consumer Services
Experience
Market Leader Inc. November 2013 - July 2014
McAdams Wright Ragen October 2012 - November 2013
Business Careers April 2012 - August 2012
Center for American Politics and Public January 2010 - June 2011
Nordstrom and Clinique Cosmetics July 2007 - June 2011
Sociology Practicum ACLU Research Design January 2010 - March 2010
Skills
Research, Creative Strategy, Team-oriented, Adaptive, Management, Marketing, Social Media, Customer Service
Education
University of Washington 2009 — 2011
BA, Political Science and Law Society and Justice minor in International Studies
University of Washington, Seattle Washington 2009 — 2011
BA, Political Science; Political Science; Law Society and Justice
Olympic College 2004 — 2007
Associate, Arts and Science
North Kitsap High School, Poulsbo Washington 2002 — 2006
Market Leader Inc. November 2013 - July 2014
McAdams Wright Ragen October 2012 - November 2013
Business Careers April 2012 - August 2012
Center for American Politics and Public January 2010 - June 2011
Nordstrom and Clinique Cosmetics July 2007 - June 2011
Sociology Practicum ACLU Research Design January 2010 - March 2010
Skills
Research, Creative Strategy, Team-oriented, Adaptive, Management, Marketing, Social Media, Customer Service
Education
University of Washington 2009 — 2011
BA, Political Science and Law Society and Justice minor in International Studies
University of Washington, Seattle Washington 2009 — 2011
BA, Political Science; Political Science; Law Society and Justice
Olympic College 2004 — 2007
Associate, Arts and Science
North Kitsap High School, Poulsbo Washington 2002 — 2006
Charter Harrison - CPM® Charter Harrison - CPM®'s McAdams Wright Ragen Experience May 2003 - October 2014
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2014 - Present
Seattle Bond Club January 2003 - Present
Crystal Mt. Hotels October 1995 - Present
McAdams Wright Ragen May 2003 - October 2014
Operation Nightwatch 2000 - September 2010
Atlantic Street Center March 2008 - October 2009
Wells Fargo Investments March 2000 - May 2003
Ragen MacKenzie August 1992 - March 2000
Skills
Wealth Management, Investment Advisory, Investment Portfolio, Boutique Hotels, Equities, Municipal Bonds, Convertible Bonds, Fixed Income, Portfolio Management, Endowments, Philanthropy, Friendly Personality
Education
Columbia University in the City of New York
Certified Portfolio Manager®
Seattle University 1991 — 1993
B.A.
Arizona State University 1988 — 1991
Overlake 1986 — 1988
St Joseph 1982 — 1984
Robert W. Baird & Co. November 2014 - Present
Seattle Bond Club January 2003 - Present
Crystal Mt. Hotels October 1995 - Present
McAdams Wright Ragen May 2003 - October 2014
Operation Nightwatch 2000 - September 2010
Atlantic Street Center March 2008 - October 2009
Wells Fargo Investments March 2000 - May 2003
Ragen MacKenzie August 1992 - March 2000
Skills
Wealth Management, Investment Advisory, Investment Portfolio, Boutique Hotels, Equities, Municipal Bonds, Convertible Bonds, Fixed Income, Portfolio Management, Endowments, Philanthropy, Friendly Personality
Education
Columbia University in the City of New York
Certified Portfolio Manager®
Seattle University 1991 — 1993
B.A.
Arizona State University 1988 — 1991
Overlake 1986 — 1988
St Joseph 1982 — 1984
Aaron Rivers Aaron Rivers's McAdams Wright Ragen Experience August 2007 - June 2008
Job Portfolio Manager at Living Earth Investments
Industry Investment Management
Experience
Living Earth Investments May 2008 - Present
McAdams Wright Ragen August 2007 - June 2008
Skills
Portfolio Management, Investments, Investment Advisory, Economics, Sustainable Business
Education
University of Oregon 1996 — 2000
Living Earth Investments May 2008 - Present
McAdams Wright Ragen August 2007 - June 2008
Skills
Portfolio Management, Investments, Investment Advisory, Economics, Sustainable Business
Education
University of Oregon 1996 — 2000
J Michael Chumbley J Michael Chumbley's McAdams Wright Ragen Experience 2008 - 2009
Job Acquisitions
Industry Real Estate
Experience
TF Cornerstone January 2014 - Present
Signature Community Investment Group January 2013 - May 2013
Oregon Translational Research and Drug Development Institute June 2011 - May 2012
University of Pacific 2010 - 2010
McAdams Wright Ragen 2008 - 2009
VLST, Inc April 2006 - January 2007
Skills
Financial Modeling, Investments, Financial Analysis, Asset Managment, Valuation, Real Estate Development, Corporate Finance, Venture Capital, Microsoft Excel, Finance, Mergers & Acquisitions, Analysis, Real Estate Economics, Management, Equities, Due Diligence, Acquisitions, Asset Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2012 — 2013
Master of Science, Real Estate Development
New York University 2010 — 2011
Certificate 2010, Real estate finance and investment, 3.58
Beijing University
University of the Pacific
B.S, Economics and Finance
TF Cornerstone January 2014 - Present
Signature Community Investment Group January 2013 - May 2013
Oregon Translational Research and Drug Development Institute June 2011 - May 2012
University of Pacific 2010 - 2010
McAdams Wright Ragen 2008 - 2009
VLST, Inc April 2006 - January 2007
Skills
Financial Modeling, Investments, Financial Analysis, Asset Managment, Valuation, Real Estate Development, Corporate Finance, Venture Capital, Microsoft Excel, Finance, Mergers & Acquisitions, Analysis, Real Estate Economics, Management, Equities, Due Diligence, Acquisitions, Asset Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2012 — 2013
Master of Science, Real Estate Development
New York University 2010 — 2011
Certificate 2010, Real estate finance and investment, 3.58
Beijing University
University of the Pacific
B.S, Economics and Finance
Brianne Adams Brianne Adams's McAdams Wright Ragen Experience October 2010 - March 2011
Job Apprentice: Inside Machining at Southwest Regional Maintenance Center
Industry Machinery
Experience
Croce's Park West August 2012 - Present
Southwest Regional Maintenance Center July 2012 - Present
Suquamish Clearwater Casino Resort December 2011 - June 2012
McAdams Wright Ragen October 2010 - March 2011
Skills
Communication Skills, Typing, Drawing, Digital Designs, Time Management, Multi Tasking
Education
University of Hawaii at Hilo 2006 — 2009
Bachelor of Arts (B.A.), Communication, General
Olympic College
Croce's Park West August 2012 - Present
Southwest Regional Maintenance Center July 2012 - Present
Suquamish Clearwater Casino Resort December 2011 - June 2012
McAdams Wright Ragen October 2010 - March 2011
Skills
Communication Skills, Typing, Drawing, Digital Designs, Time Management, Multi Tasking
Education
University of Hawaii at Hilo 2006 — 2009
Bachelor of Arts (B.A.), Communication, General
Olympic College
James P. Harkins James P. Harkins's McAdams Wright Ragen Experience February 2012 - Present
Job Senior Vice President at Robert W Baird & Co
Industry Financial Services
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen February 2012 - Present
Morgan Stanley Smith Barney 2002 - February 2012
GE Capital 1998 - 2002
Harkins Real Estate 1990 - 1998
Boston Federal Savings Bank 1988 - 1990
Education
Saint Michael's College 1983 — 1987
BA, Political Science
Central Catholic High School
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen February 2012 - Present
Morgan Stanley Smith Barney 2002 - February 2012
GE Capital 1998 - 2002
Harkins Real Estate 1990 - 1998
Boston Federal Savings Bank 1988 - 1990
Education
Saint Michael's College 1983 — 1987
BA, Political Science
Central Catholic High School
MacGregor Anderson MacGregor Anderson's McAdams Wright Ragen Experience 2007 - 2008
Job Finance
Industry Financial Services
Experience
Morgan Stanley July 2008 - December 2009
McAdams Wright Ragen 2007 - 2008
UBS December 1995 - March 2001
Education
Cornell University 1987 — 1991
Morgan Stanley July 2008 - December 2009
McAdams Wright Ragen 2007 - 2008
UBS December 1995 - March 2001
Education
Cornell University 1987 — 1991
Carson (Shelton) Maguire's McAdams Wright Ragen Experience June 2013 - September 2013
Job MBA 2014, University of Washington Foster School of Business.
Industry Marketing and Advertising
Experience
Seattle Ladies Choir January 2011 - March 2015
YMCA of Greater Seattle January 2014 - March 2014
University of Washington March 2013 - December 2013
McAdams Wright Ragen June 2013 - September 2013
Seattle Opera January 2013 - March 2013
Broadway Across America March 2011 - July 2012
Broadway Across America September 2009 - March 2011
Broadway Across America September 2008 - June 2009
CruiseWest Cruise Line May 2007 - July 2008
Education
University of Washington, Michael G. Foster School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing, Nonprofit Management Certificate
University of Washington 2009 — 2010
Certificate in Editing
Oberlin College 2002 — 2006
B.A., Theatre
Seattle Ladies Choir January 2011 - March 2015
YMCA of Greater Seattle January 2014 - March 2014
University of Washington March 2013 - December 2013
McAdams Wright Ragen June 2013 - September 2013
Seattle Opera January 2013 - March 2013
Broadway Across America March 2011 - July 2012
Broadway Across America September 2009 - March 2011
Broadway Across America September 2008 - June 2009
CruiseWest Cruise Line May 2007 - July 2008
Education
University of Washington, Michael G. Foster School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing, Nonprofit Management Certificate
University of Washington 2009 — 2010
Certificate in Editing
Oberlin College 2002 — 2006
B.A., Theatre
Bonnie Schwerin Bonnie Schwerin's McAdams Wright Ragen Experience November 2001 - April 2004
Job Consulting Manager at Bridge Partners Consulting
Industry Management Consulting
Experience
Bridge Partners Consulting 2010 - Present
Graduate Business Forum April 2006 - March 2012
Hitachi Consulting August 2007 - 2010
Mercer Investment Consulting January 2005 - August 2005
McAdams Wright Ragen November 2001 - April 2004
State Street Bank January 2001 - August 2001
Skills
Change Management, Leadership, Strategy, Business Strategy, Business Analysis, Project Management, Management Consulting, Financial Analysis, Business Development, Program Management, Management, Project Planning, Cross-functional Team..., Business Process..., Consulting
Education
University of Washington, Michael G. Foster School of Business 2005 — 2007
MBA, International Business
Brown University 1994 — 1999
AB, Human Biology
Tabor Academy 1992 — 1994
Diploma, Calculus, Sciences, Art
Bridge Partners Consulting 2010 - Present
Graduate Business Forum April 2006 - March 2012
Hitachi Consulting August 2007 - 2010
Mercer Investment Consulting January 2005 - August 2005
McAdams Wright Ragen November 2001 - April 2004
State Street Bank January 2001 - August 2001
Skills
Change Management, Leadership, Strategy, Business Strategy, Business Analysis, Project Management, Management Consulting, Financial Analysis, Business Development, Program Management, Management, Project Planning, Cross-functional Team..., Business Process..., Consulting
Education
University of Washington, Michael G. Foster School of Business 2005 — 2007
MBA, International Business
Brown University 1994 — 1999
AB, Human Biology
Tabor Academy 1992 — 1994
Diploma, Calculus, Sciences, Art
Kevin Baumler Kevin Baumler's McAdams Wright Ragen Experience August 2010 - August 2010
Job Partner, Lead Cloud Consultant at Benissimo
Industry Management Consulting
Experience
Benissimo June 2015 - Present
Benissimo January 2014 - June 2015
CSC January 2013 - January 2014
Network Rail July 2011 - September 2011
McAdams Wright Ragen August 2010 - August 2010
Alexander Hutton June 2010 - July 2010
Skills
Management Consulting, Salesforce.com, Financial Modeling, Spanish, Analytics, Microsoft Excel, Social Media, Microsoft Office, Big Data, Financial Analysis, Business Analytics, NetSuite, BigMachines, Tableau, Google Analytics, Agile Methodologies, CRM, Integration, Offshore Management, Salesforce.com..., Cloud Applications
Education
Princeton University 2008 — 2012
A.B., Economics
Universitat Pompeu Fabra 2011 — 2011
Economics
Benissimo June 2015 - Present
Benissimo January 2014 - June 2015
CSC January 2013 - January 2014
Network Rail July 2011 - September 2011
McAdams Wright Ragen August 2010 - August 2010
Alexander Hutton June 2010 - July 2010
Skills
Management Consulting, Salesforce.com, Financial Modeling, Spanish, Analytics, Microsoft Excel, Social Media, Microsoft Office, Big Data, Financial Analysis, Business Analytics, NetSuite, BigMachines, Tableau, Google Analytics, Agile Methodologies, CRM, Integration, Offshore Management, Salesforce.com..., Cloud Applications
Education
Princeton University 2008 — 2012
A.B., Economics
Universitat Pompeu Fabra 2011 — 2011
Economics
Molly Martinez Molly Martinez's McAdams Wright Ragen Experience April 2009 - Present
Job Vice PresidentFinancial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird November 2014 - Present
McAdams Wright Ragen April 2009 - Present
UBS Financial August 2006 - April 2009
Piper Jaffray January 1994 - August 2006
Skills
Portfolio Management, Investments, Series 7, Asset Management, Strategic Planning, Strategy, Management, Wealth Management, Sales, Financial Planning
Education
Santa Clara University 1984 — 1988
Finance
Gonzaga-in-Florence 1986 — 1987
Junior year study abroad
Robert W. Baird November 2014 - Present
McAdams Wright Ragen April 2009 - Present
UBS Financial August 2006 - April 2009
Piper Jaffray January 1994 - August 2006
Skills
Portfolio Management, Investments, Series 7, Asset Management, Strategic Planning, Strategy, Management, Wealth Management, Sales, Financial Planning
Education
Santa Clara University 1984 — 1988
Finance
Gonzaga-in-Florence 1986 — 1987
Junior year study abroad
Will Strong Will Strong's McAdams Wright Ragen Experience October 2010 - June 2014
Job Vice President at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen October 2010 - June 2014
Ragen MacKenzie February 2008 - October 2010
Wells Fargo December 2006 - January 2008
Skills
Portfolio Management, Investments, Equities, Asset Managment, Fixed Income, Asset Management, Investment Advisory
Education
Trinity College-Hartford 2002 — 2006
B.S., Environmental Science
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen October 2010 - June 2014
Ragen MacKenzie February 2008 - October 2010
Wells Fargo December 2006 - January 2008
Skills
Portfolio Management, Investments, Equities, Asset Managment, Fixed Income, Asset Management, Investment Advisory
Education
Trinity College-Hartford 2002 — 2006
B.S., Environmental Science
Evan Caplan Evan Caplan's McAdams Wright Ragen Experience January 2009 - January 2009
Job MD/MBA Candidate at Harvard Medical School and Harvard Business School
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Brigham and Women's Hospital 2012 - 2015
BIOTRONIK May 2011 - August 2011
Middlebury Student Investment Committee September 2007 - May 2011
McAdams Wright Ragen January 2009 - January 2009
CTC Consulting May 2008 - August 2008
Education
Harvard Business School 2014 — 2016
MBA
Harvard Medical School 2011 — 2016
MD
Middlebury College 2007 — 2011
BA
The Catlin Gabel School 2003 — 2007
J.P. Morgan June 2015 - August 2015
Brigham and Women's Hospital 2012 - 2015
BIOTRONIK May 2011 - August 2011
Middlebury Student Investment Committee September 2007 - May 2011
McAdams Wright Ragen January 2009 - January 2009
CTC Consulting May 2008 - August 2008
Education
Harvard Business School 2014 — 2016
MBA
Harvard Medical School 2011 — 2016
MD
Middlebury College 2007 — 2011
BA
The Catlin Gabel School 2003 — 2007
Katie MacCaskill's McAdams Wright Ragen Experience March 2014 - November 2014
Job Talent Acquisition Coordinator at Nike
Industry Staffing and Recruiting
Experience
Nike December 2014 - Present
McAdams Wright Ragen March 2014 - November 2014
Entercom October 2013 - February 2014
Entercom February 2013 - October 2013
Northwest Specialty Baking Mixes June 2010 - August 2013
Aritzia September 2012 - February 2013
Chi Omega- Psi Alpha Chapter September 2008 - September 2012
Skills
Advertising, Social Media, Facebook, Photography, Editing, Social Networking, Keynote, InDesign, Microsoft Office, Event Planning, PowerPoint, Research, Photoshop, Social Media Marketing, Marketing Communications, Microsoft Word, Customer Service, Brand Development, Sales, Strategic Communications, Retail, Strategic Planning, Community Outreach, Merchandising, Data Entry, Video Production, Radio Broadcasting, Promotions
Education
University of Oregon 2008 — 2012
Bachelor of Science, Journalism, Advertising
University of Cape Town 2011 — 2011
Sunset High School 2004 — 2008
International Baccalaureate Diploma
Nike December 2014 - Present
McAdams Wright Ragen March 2014 - November 2014
Entercom October 2013 - February 2014
Entercom February 2013 - October 2013
Northwest Specialty Baking Mixes June 2010 - August 2013
Aritzia September 2012 - February 2013
Chi Omega- Psi Alpha Chapter September 2008 - September 2012
Skills
Advertising, Social Media, Facebook, Photography, Editing, Social Networking, Keynote, InDesign, Microsoft Office, Event Planning, PowerPoint, Research, Photoshop, Social Media Marketing, Marketing Communications, Microsoft Word, Customer Service, Brand Development, Sales, Strategic Communications, Retail, Strategic Planning, Community Outreach, Merchandising, Data Entry, Video Production, Radio Broadcasting, Promotions
Education
University of Oregon 2008 — 2012
Bachelor of Science, Journalism, Advertising
University of Cape Town 2011 — 2011
Sunset High School 2004 — 2008
International Baccalaureate Diploma
Carol Anderson Shaw, CFA's McAdams Wright Ragen Experience July 2012 - March 2013
Job Strategy and Communications Consultant
Industry Executive Office
Experience
Shaw Consulting 2002 - Present
McAdams Wright Ragen July 2012 - March 2013
Standard & Poor's 1987 - 2007
Lehman Brothers 1984 - 1986
TIAA-CREF 1982 - 1984
Skills
Business Planning, Business Development, Strategic Planning, Marketing, Valuation, Market Research, Investment Strategies, Leadership, Portfolio Management, Strategic Communications, White Papers, Finance, Financial Statement..., Public Speaking, Market Analysis, Nonprofits, Editing, Equities, Financial Modeling, Writing, Program Management, Fundraising, Asset Management, Grant evaluations, Proposal summaries, Leading Meetings, Talent Recruiting
Education
Dartmouth College 1975 — 1979
BA, English major
University of Washington 2014 — 2016
Masters in Fine Arts in Creative Writing
CFA Institute 1980 — 1982
Chartered Financial Analyst
Shaw Consulting 2002 - Present
McAdams Wright Ragen July 2012 - March 2013
Standard & Poor's 1987 - 2007
Lehman Brothers 1984 - 1986
TIAA-CREF 1982 - 1984
Skills
Business Planning, Business Development, Strategic Planning, Marketing, Valuation, Market Research, Investment Strategies, Leadership, Portfolio Management, Strategic Communications, White Papers, Finance, Financial Statement..., Public Speaking, Market Analysis, Nonprofits, Editing, Equities, Financial Modeling, Writing, Program Management, Fundraising, Asset Management, Grant evaluations, Proposal summaries, Leading Meetings, Talent Recruiting
Education
Dartmouth College 1975 — 1979
BA, English major
University of Washington 2014 — 2016
Masters in Fine Arts in Creative Writing
CFA Institute 1980 — 1982
Chartered Financial Analyst
Armando Cruz's McAdams Wright Ragen Experience 2014 - June 2015
Job Financial Professional
Industry Financial Services
Experience
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen 2014 - June 2015
Merrill Lynch March 2012 - May 2013
Wells Fargo Advisors January 2007 - March 2012
Wells Fargo April 2004 - December 2006
Wells Fargo Investments December 2000 - March 2004
Wells Fargo Investments January 1997 - December 2000
Skills
Securities, Investments, Portfolio Management, Fixed Income, Equities, Asset Allocation, Series 7, Trading, Microsoft Excel, Bonds, Financial Markets, Financial Planning, Analysis, Wealth Management, Financial Analysis, Series 63, Finance, Retirement Planning, Risk Management, Options, Alternative Investments, Investment Management, Financial Services, Financial Reporting, Structured Products, Relationship Management, Series 65, ETFs, Wealth Management..., Financial Modeling, High Net Worth..., Bloomberg, Financial Accounting, Financial Advisory, Asset Management, Cash Management, Valuation, Mutual Funds, Banking, FINRA, Investment Advisory, Uniform Combined State..., Trading Systems, Investment Strategies, 401k, Retirement, Private Banking, Separately Managed..., Insurance, Fixed Annuities
Education
California State University-Bakersfield 1988 — 1993
B.S., Business Administration (Finance)
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen 2014 - June 2015
Merrill Lynch March 2012 - May 2013
Wells Fargo Advisors January 2007 - March 2012
Wells Fargo April 2004 - December 2006
Wells Fargo Investments December 2000 - March 2004
Wells Fargo Investments January 1997 - December 2000
Skills
Securities, Investments, Portfolio Management, Fixed Income, Equities, Asset Allocation, Series 7, Trading, Microsoft Excel, Bonds, Financial Markets, Financial Planning, Analysis, Wealth Management, Financial Analysis, Series 63, Finance, Retirement Planning, Risk Management, Options, Alternative Investments, Investment Management, Financial Services, Financial Reporting, Structured Products, Relationship Management, Series 65, ETFs, Wealth Management..., Financial Modeling, High Net Worth..., Bloomberg, Financial Accounting, Financial Advisory, Asset Management, Cash Management, Valuation, Mutual Funds, Banking, FINRA, Investment Advisory, Uniform Combined State..., Trading Systems, Investment Strategies, 401k, Retirement, Private Banking, Separately Managed..., Insurance, Fixed Annuities
Education
California State University-Bakersfield 1988 — 1993
B.S., Business Administration (Finance)
Kelly Bittner's McAdams Wright Ragen Experience 1999 - Present
Job Vice President at McAdams Wright Ragen
Industry Financial Services
Experience
McAdams Wright Ragen 1999 - Present
Ragen MacKenzie, Inc. March 1986 - December 1998
Skills
Portfolio Management, Investments, Valuation, Financial Modeling, Equities, Fixed Income, Asset Managment, Series 7, Wealth Management
Education
Eastern Washington University
McAdams Wright Ragen 1999 - Present
Ragen MacKenzie, Inc. March 1986 - December 1998
Skills
Portfolio Management, Investments, Valuation, Financial Modeling, Equities, Fixed Income, Asset Managment, Series 7, Wealth Management
Education
Eastern Washington University
Roberta McGill's McAdams Wright Ragen Experience June 2010 - November 2014
Job
Industry Financial Services
Experience
The Evergreen State College November 2014 - Present
McAdams Wright Ragen June 2010 - November 2014
Wells Fargo Investments July 1996 - October 2008
Education
Seattle University 1993 — 1997
The Evergreen State College November 2014 - Present
McAdams Wright Ragen June 2010 - November 2014
Wells Fargo Investments July 1996 - October 2008
Education
Seattle University 1993 — 1997
Christine Cilley's McAdams Wright Ragen Experience March 2011 - November 2014
Job Vice President, Administrative Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen March 2011 - November 2014
National Financial Services March 2007 - March 2011
Equity Services, Inc December 2004 - March 2007
Equity Services, Inc June 2004 - December 2004
Equity Services, Inc October 2003 - June 2004
A.G. Edwards May 2002 - September 2003
Education
University of California, Berkeley 1995 — 1998
Bachelor of Arts, English
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen March 2011 - November 2014
National Financial Services March 2007 - March 2011
Equity Services, Inc December 2004 - March 2007
Equity Services, Inc June 2004 - December 2004
Equity Services, Inc October 2003 - June 2004
A.G. Edwards May 2002 - September 2003
Education
University of California, Berkeley 1995 — 1998
Bachelor of Arts, English
Laurie Flynn's McAdams Wright Ragen Experience VPPacific Crest1989 - 2006
Job SVP at McAdams Wright Ragen
Industry Investment Management
Experience
McAdams Wright Ragen VPPacific Crest1989 - 2006
Education
Lewis and Clark College 1977 — 1979
bs, Political Science, Business
Oregon State University 1975 — 1979
bs, Political Science, Business
Wilson High School 1972 — 1975
McAdams Wright Ragen VPPacific Crest1989 - 2006
Education
Lewis and Clark College 1977 — 1979
bs, Political Science, Business
Oregon State University 1975 — 1979
bs, Political Science, Business
Wilson High School 1972 — 1975
Nicholas Slater's McAdams Wright Ragen Experience April 2008 - November 2014
Job Senior Vice President
Industry Investment Management
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen April 2008 - November 2014
Ragen MacKenzie April 2004 - March 2008
Skills
Series 7, Securities, Valuation
Education
Washington State University 2002 — 2003
Bachelor of Arts (BA), Economics, cum laude
Boston University 1988 — 2001
Physics
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen April 2008 - November 2014
Ragen MacKenzie April 2004 - March 2008
Skills
Series 7, Securities, Valuation
Education
Washington State University 2002 — 2003
Bachelor of Arts (BA), Economics, cum laude
Boston University 1988 — 2001
Physics
Sarah Schrag's McAdams Wright Ragen Experience 2009 - 2014
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
McAdams Wright Ragen 2009 - 2014
UBS 2006 - 2009
Storek Carlson & Strutz 2005 - 2006
Muscara & Pasquinelli INC. 1999 - 2005
Skills
Financial Services, Microsoft Office, Microsoft Word, Project Management, Series 99, Reviewing, Documentation, Administrative Support, Client Relations, Client Services, Calendaring, Appointment Scheduling, Internet, Writing, Editing, Proofreading
Education
Seattle University
Bachelor's Degree, Psychology and Sociology
Morgan Stanley March 2015 - Present
McAdams Wright Ragen 2009 - 2014
UBS 2006 - 2009
Storek Carlson & Strutz 2005 - 2006
Muscara & Pasquinelli INC. 1999 - 2005
Skills
Financial Services, Microsoft Office, Microsoft Word, Project Management, Series 99, Reviewing, Documentation, Administrative Support, Client Relations, Client Services, Calendaring, Appointment Scheduling, Internet, Writing, Editing, Proofreading
Education
Seattle University
Bachelor's Degree, Psychology and Sociology
Rob Shick's McAdams Wright Ragen Experience 2006 - Present
Job Senior Vice President at Robert W. Baird
Industry Investment Management
Experience
McAdams Wright Ragen 2006 - Present
Ragen MacKenzie 1992 - 2006
Shearson Lehman Bros 1985 - 1992
Skills
Wealth Management, Equities, Fixed Income, Portfolio Management, Asset Management
Education
Portland State University 1981 — 1983
BBA, Business Administration
COCC
McAdams Wright Ragen 2006 - Present
Ragen MacKenzie 1992 - 2006
Shearson Lehman Bros 1985 - 1992
Skills
Wealth Management, Equities, Fixed Income, Portfolio Management, Asset Management
Education
Portland State University 1981 — 1983
BBA, Business Administration
COCC
Jeffrey E.'s McAdams Wright Ragen Experience March 2006 - October 2006
Job Data Center Engineer Supervisor at Internap
Industry Information Technology and Services
Experience
Internap June 2013 - Present
Internap July 2008 - May 2013
Black Tusk Development June 2004 - July 2008
McAdams Wright Ragen March 2006 - October 2006
Skills
Data Center, Troubleshooting, Co-location, Cisco Technologies, Servers, Network Architecture, Networking, Management, Teamwork, Microsoft Office, Leadership, Cisco Routers, Time Management, Copper Cabling, Fiber Cabling, Network Troubleshooting, Cable Management, Server Installation, Technical Documentation, Ticketing Systems, Employee Scheduling, Purchasing, Colocation, Data Center Architecture, Data Center Connectivity, Cross Departmental..., Multi-project Management, Inventory Management, Data Analysis and..., Cisco Transceivers, Project Management, Sales Tours, SOC 2, SAS 70, Cloud Computing, IaaS, SaaS, PaaS, Virtual Machines, Rack and Stack, Procedural Documentation, Cross Connects, Vendor Management, Purchase Order..., Hypervisor, PowerPoint, Microsoft Excel, Capacity Planning, Firewalls, Enterprise Software
Education
University of Washington 2005 — 2007
Bachelor of Arts, Business Technology & Innovation Management
Highline Community College 2003 — 2005
Associate of Arts, Business Administration
Highline Community College 2001 — 2003
Associate in Applied Science, Network Information Systems
Internap June 2013 - Present
Internap July 2008 - May 2013
Black Tusk Development June 2004 - July 2008
McAdams Wright Ragen March 2006 - October 2006
Skills
Data Center, Troubleshooting, Co-location, Cisco Technologies, Servers, Network Architecture, Networking, Management, Teamwork, Microsoft Office, Leadership, Cisco Routers, Time Management, Copper Cabling, Fiber Cabling, Network Troubleshooting, Cable Management, Server Installation, Technical Documentation, Ticketing Systems, Employee Scheduling, Purchasing, Colocation, Data Center Architecture, Data Center Connectivity, Cross Departmental..., Multi-project Management, Inventory Management, Data Analysis and..., Cisco Transceivers, Project Management, Sales Tours, SOC 2, SAS 70, Cloud Computing, IaaS, SaaS, PaaS, Virtual Machines, Rack and Stack, Procedural Documentation, Cross Connects, Vendor Management, Purchase Order..., Hypervisor, PowerPoint, Microsoft Excel, Capacity Planning, Firewalls, Enterprise Software
Education
University of Washington 2005 — 2007
Bachelor of Arts, Business Technology & Innovation Management
Highline Community College 2003 — 2005
Associate of Arts, Business Administration
Highline Community College 2001 — 2003
Associate in Applied Science, Network Information Systems
Bert Peterson's McAdams Wright Ragen Experience September 2011 - December 2014
Job MT McQuaid Construction LLC
Industry Investment Management
Experience
MT McQuaid Construction LLC January 2015 - Present
McAdams Wright Ragen September 2011 - December 2014
Wells Fargo Advisors January 2006 - May 2011
Wells Fargo Advisors January 2000 - December 2005
Ragen MacKenzie March 1989 - December 1999
Skills
Series 7, Portfolio Management, Fixed Income, Wealth Management, Equities, Series 63, Securities, Mutual Funds, Investments, Financial Services, Asset Management, Risk Management, Trading, FINRA, Banking, Asset Allocation, Bonds, Financial Markets
Education
Portland Community College 1982 — 1983
Accounting
MT McQuaid Construction LLC January 2015 - Present
McAdams Wright Ragen September 2011 - December 2014
Wells Fargo Advisors January 2006 - May 2011
Wells Fargo Advisors January 2000 - December 2005
Ragen MacKenzie March 1989 - December 1999
Skills
Series 7, Portfolio Management, Fixed Income, Wealth Management, Equities, Series 63, Securities, Mutual Funds, Investments, Financial Services, Asset Management, Risk Management, Trading, FINRA, Banking, Asset Allocation, Bonds, Financial Markets
Education
Portland Community College 1982 — 1983
Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY