Merriman, LLC
Industry: Company
DescriptionFounded: 1983 Parent organization: Focus Financial Partners Subsidiary: Merriman Wealth Management
Merriman, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merriman, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Merriman, LLC Employees
Employee
Years
Job
Industry
Kathy Hartman Kathy Hartman's Merriman, LLC Experience June 2012 - Present
Job Senior Writer | Content Analyst | AI Advocate at
Cortana for Windows Phone
Industry Writing and Editing
Experience
Cortana for Windows Phone July 2014 - Present
Merriman, LLC June 2012 - Present
AT&T Mobility February 2014 - July 2014
Xbox September 2013 - January 2014
Freelance 2012 - 2014
Amazon Kindle Fire August 2012 - July 2013
Entirenet March 2012 - August 2012
Aquent December 2011 - February 2012
Microsoft Office for Mac March 2006 - December 2010
Microsoft Money and MSN.com 2001 - 2006
Skills
Technical Writing, Editing, Content Management, Web Content, Online Help, Content Strategy, Content Development, Publishing, Software Documentation, Copy Editing, XMetal, Technical Editing, SharePoint, Copywriting, Instructional Design, Web Content Management, Manuals, Technical Communication, Publications, Editorial, HTML, Technical Documentation, Blogging, Information Architecture, User Interface, Proofreading, CMS, Online Publishing, Usability Testing, WordPress, Book Editing, SEO, Researching, Marketing Copy, Mobile Devices, Project Management, Project Planning, User Experience, XML, CSS, Team Foundation Server..., Resource Studio, Confluence, Atlassian JIRA, Continuous Publishing, Style Guides, Human Interface Guides, Research
Education
University of Delaware 1986 — 1990
B.A., English/Journalism
Cortana for Windows Phone July 2014 - Present
Merriman, LLC June 2012 - Present
AT&T Mobility February 2014 - July 2014
Xbox September 2013 - January 2014
Freelance 2012 - 2014
Amazon Kindle Fire August 2012 - July 2013
Entirenet March 2012 - August 2012
Aquent December 2011 - February 2012
Microsoft Office for Mac March 2006 - December 2010
Microsoft Money and MSN.com 2001 - 2006
Skills
Technical Writing, Editing, Content Management, Web Content, Online Help, Content Strategy, Content Development, Publishing, Software Documentation, Copy Editing, XMetal, Technical Editing, SharePoint, Copywriting, Instructional Design, Web Content Management, Manuals, Technical Communication, Publications, Editorial, HTML, Technical Documentation, Blogging, Information Architecture, User Interface, Proofreading, CMS, Online Publishing, Usability Testing, WordPress, Book Editing, SEO, Researching, Marketing Copy, Mobile Devices, Project Management, Project Planning, User Experience, XML, CSS, Team Foundation Server..., Resource Studio, Confluence, Atlassian JIRA, Continuous Publishing, Style Guides, Human Interface Guides, Research
Education
University of Delaware 1986 — 1990
B.A., English/Journalism
Paresh Kamdar, CFP®'s Merriman, LLC Experience 2007 - Present
Job Wealth Manager and Investment Consultant
Industry Financial Services
Experience
Merriman, LLC 2007 - Present
Charles Schwab 2000 - 2007
H&R Block Financial Advisors 1994 - 2000
Skills
Investments, Asset Allocation, Wealth Management..., Mutual Funds, Portfolio Management
Education
Indiana University Bloomington 1990 — 1993
Bachelor of Arts (B.A.), Finance
Merriman, LLC 2007 - Present
Charles Schwab 2000 - 2007
H&R Block Financial Advisors 1994 - 2000
Skills
Investments, Asset Allocation, Wealth Management..., Mutual Funds, Portfolio Management
Education
Indiana University Bloomington 1990 — 1993
Bachelor of Arts (B.A.), Finance
Lindsey Hurt's Merriman, LLC Experience May 2014 - Present
Job Para Planner at Merriman, LLC
Industry Financial Services
Experience
Merriman, LLC May 2014 - Present
Gold's Gym October 2013 - Present
BNY Mellon June 2011 - February 2013
Skills
Microsoft Excel, Microsoft Word, Leadership, Written Communication, Coaching
Education
Pacific Lutheran University 2009 — 2013
Business Administration, Finance
Merriman, LLC May 2014 - Present
Gold's Gym October 2013 - Present
BNY Mellon June 2011 - February 2013
Skills
Microsoft Excel, Microsoft Word, Leadership, Written Communication, Coaching
Education
Pacific Lutheran University 2009 — 2013
Business Administration, Finance
Chris Waclawik's Merriman, LLC Experience May 2014 - Present
Job Financial Para Planner at Merriman, LLC
Industry Financial Services
Experience
Merriman, LLC May 2014 - Present
H&R Block December 2013 - May 2014
B/E Aerospace August 2013 - December 2013
Serco November 2012 - July 2013
MHN Government Services January 2012 - November 2012
H&R Block December 2009 - April 2011
Centre USD 397 August 2007 - August 2009
Skills
Personal Finance, Training, Tax Preparation, Public Speaking, Program Management, Microsoft Word, Microsoft Excel, Outlook, Budgets, Customer Service, Leadership
Education
Missouri State University 2002 — 2007
Bachelor of Music Education, Music Teacher Education
Merriman, LLC May 2014 - Present
H&R Block December 2013 - May 2014
B/E Aerospace August 2013 - December 2013
Serco November 2012 - July 2013
MHN Government Services January 2012 - November 2012
H&R Block December 2009 - April 2011
Centre USD 397 August 2007 - August 2009
Skills
Personal Finance, Training, Tax Preparation, Public Speaking, Program Management, Microsoft Word, Microsoft Excel, Outlook, Budgets, Customer Service, Leadership
Education
Missouri State University 2002 — 2007
Bachelor of Music Education, Music Teacher Education
Jake Wham's Merriman, LLC Experience January 2014 - Present
Job Operations Manager at Merriman, LLC
Industry Financial Services
Experience
Merriman, LLC January 2014 - Present
Merriman, LLC January 2011 - December 2013
Merriman, LLC August 2007 - January 2011
Merriman, LLC January 2007 - August 2007
Scanner Applications June 2006 - December 2006
Smith-Western Co. May 2002 - August 2005
Skills
Operations Management, Email Marketing, Data Analysis, Microsoft Excel, Branding & Identity, Business Analysis, Metrics Reporting, Dashboard, Reporting & Analysis, Requirements Analysis, Client Loyalty, Net Promoter Score, Problem Solving
Education
DePauw University 2002 — 2006
BS, Mathematics
Merriman, LLC January 2014 - Present
Merriman, LLC January 2011 - December 2013
Merriman, LLC August 2007 - January 2011
Merriman, LLC January 2007 - August 2007
Scanner Applications June 2006 - December 2006
Smith-Western Co. May 2002 - August 2005
Skills
Operations Management, Email Marketing, Data Analysis, Microsoft Excel, Branding & Identity, Business Analysis, Metrics Reporting, Dashboard, Reporting & Analysis, Requirements Analysis, Client Loyalty, Net Promoter Score, Problem Solving
Education
DePauw University 2002 — 2006
BS, Mathematics
Ann Wegemer Ann Wegemer's Merriman, LLC Experience 1987 - 1988
Job Account Services at Index Sensors & Controls
Industry Electrical/Electronic Manufacturing
Experience
Index Sensors & Controls July 2010 - Present
U.S. Department of Commerce 2008 - 2010
HQH Foundation Quarter Horses January 2004 - December 2009
Owner 1992 - 1997
Mackie Designs 1991 - 1992
Quadra Investments 1988 - 1991
Merriman, LLC 1987 - 1988
Shearson Lehman Bros 1984 - 1987
Birr Wilson & Company 1981 - 1984
Skills
Salesforce.com, Outlook, Microsoft Excel, Microsoft Word, Bookkeeping, Customer Service, Account Management, Project Management, Process Improvement, Training
Education
Shoreline Community College 1979 — 1981
Associate's degree, Marine Biology, Accounting
Meadowdale High School 1976 — 1979
High School Diploma, College Prep
Index Sensors & Controls July 2010 - Present
U.S. Department of Commerce 2008 - 2010
HQH Foundation Quarter Horses January 2004 - December 2009
Owner 1992 - 1997
Mackie Designs 1991 - 1992
Quadra Investments 1988 - 1991
Merriman, LLC 1987 - 1988
Shearson Lehman Bros 1984 - 1987
Birr Wilson & Company 1981 - 1984
Skills
Salesforce.com, Outlook, Microsoft Excel, Microsoft Word, Bookkeeping, Customer Service, Account Management, Project Management, Process Improvement, Training
Education
Shoreline Community College 1979 — 1981
Associate's degree, Marine Biology, Accounting
Meadowdale High School 1976 — 1979
High School Diploma, College Prep
Karen Duggan Jenkins Karen Duggan Jenkins's Merriman, LLC Experience 1995 - 2011
Job Chef Instructor at Edmonds Community College
Industry Higher Education
Experience
Edmonds Community College 2012 - Present
Merriman, LLC 1995 - 2011
Education
South Seattle Community College
Edmonds Community College 2012 - Present
Merriman, LLC 1995 - 2011
Education
South Seattle Community College
Dennis Tilley Dennis Tilley's Merriman, LLC Experience March 2013 - Present
Job Chief Investment Officer & Portfolio Manager at Merriman, LLC
Industry Financial Services
Experience
Merriman, LLC March 2013 - Present
Merriman, LLC January 2001 - Present
Merriman, LLC March 2008 - March 2013
Merriman, LLC November 1999 - March 2008
Aerojet October 1996 - November 1999
USAF Research Laboratory July 1991 - October 1996
Skills
Trading, Portfolio Management, Investments, Asset Allocation, Equities, Mutual Funds, Hedge Funds, Alternative Investments, Investment Strategies, Retirement Planning, Asset Management, Wealth Management, Fixed Income, Wealth Management..., Investment Management
Education
Princeton University 1988 — 1991
M.S., Mechanical & Aerospace Engineering
University of Washington 1986 — 1988
M.S., Aeronautics & Astronautics
University of Washington 1982 — 1986
B.S., Aeronautics & Astronautics
Merriman, LLC March 2013 - Present
Merriman, LLC January 2001 - Present
Merriman, LLC March 2008 - March 2013
Merriman, LLC November 1999 - March 2008
Aerojet October 1996 - November 1999
USAF Research Laboratory July 1991 - October 1996
Skills
Trading, Portfolio Management, Investments, Asset Allocation, Equities, Mutual Funds, Hedge Funds, Alternative Investments, Investment Strategies, Retirement Planning, Asset Management, Wealth Management, Fixed Income, Wealth Management..., Investment Management
Education
Princeton University 1988 — 1991
M.S., Mechanical & Aerospace Engineering
University of Washington 1986 — 1988
M.S., Aeronautics & Astronautics
University of Washington 1982 — 1986
B.S., Aeronautics & Astronautics
Lauren Gauntz, PHR Lauren Gauntz, PHR's Merriman, LLC Experience September 2015 - Present
Job HR Manager at Merriman, LLC
Industry Financial Services
Experience
Merriman, LLC September 2015 - Present
Merriman, LLC May 2005 - Present
Mulkey Engineers & Consultants 2002 - February 2005
Stantec 1999 - 2002
Skills
Human Resources, Employee Relations, Personnel Management, Organizational..., Onboarding, HRIS, Leadership Development, Employee Benefits, Recruiting, Talent Acquisition, Performance Management, College Recruiting, Benefits Administration, Talent Management, Net Promoter Score
Education
City University of Seattle 2013 — 2014
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Seattle Central Community College 2005 — 2012
Associate of Arts (A.A.), General
North Carolina State University 1999 — 2004
Sociology
Merriman, LLC September 2015 - Present
Merriman, LLC May 2005 - Present
Mulkey Engineers & Consultants 2002 - February 2005
Stantec 1999 - 2002
Skills
Human Resources, Employee Relations, Personnel Management, Organizational..., Onboarding, HRIS, Leadership Development, Employee Benefits, Recruiting, Talent Acquisition, Performance Management, College Recruiting, Benefits Administration, Talent Management, Net Promoter Score
Education
City University of Seattle 2013 — 2014
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Seattle Central Community College 2005 — 2012
Associate of Arts (A.A.), General
North Carolina State University 1999 — 2004
Sociology
Jeff Merriman-Cohen Jeff Merriman-Cohen's Merriman, LLC Experience October 2010 - Present
Job Organizational & Leadership Consultant
Industry Management Consulting
Experience
Merriman, LLC October 2010 - Present
Merriman, LLC January 2000 - September 2010
Merriman, LLC December 1988 - December 1999
Skills
Portfolio Management, Customer Service, Strategic Partnerships, Net Promoter Score, Organizational..., Leadership, Strategic Planning, Research, Nonprofits, Leadership Development, Management, Marketing Strategy, Strategy
Education
City University of Seattle 1986 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Yeshiva B'nai Torah 1983 — 1985
Rabbinical Studies
Merriman, LLC October 2010 - Present
Merriman, LLC January 2000 - September 2010
Merriman, LLC December 1988 - December 1999
Skills
Portfolio Management, Customer Service, Strategic Partnerships, Net Promoter Score, Organizational..., Leadership, Strategic Planning, Research, Nonprofits, Leadership Development, Management, Marketing Strategy, Strategy
Education
City University of Seattle 1986 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Yeshiva B'nai Torah 1983 — 1985
Rabbinical Studies
Lowell Parker, CFP®'s Merriman, LLC Experience November 2007 - Present
Job Partner to Seattle Life Science Executives and Physicians
Industry Financial Services
Experience
Focus Financial Partners 2012 - Present
Merriman, LLC November 2007 - Present
Skills
Portfolio Management, Excel, Investments, Microsoft Office, Retirement Planning, Asset Management, Wealth Management, Risk Management, Asset Allocation, Mutual Funds, Financial Analysis, Equities, Investment Advisory, Retirement Income..., Wealth, 401k, Budgeting, Fixed Income, Bonds, Strategic Financial..., Wealth Management...
Education
BA Economics, the University of Washington 2000 — 2005
Bachelor's degree, Economics
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Issaquah High School 1996 — 2000
Focus Financial Partners 2012 - Present
Merriman, LLC November 2007 - Present
Skills
Portfolio Management, Excel, Investments, Microsoft Office, Retirement Planning, Asset Management, Wealth Management, Risk Management, Asset Allocation, Mutual Funds, Financial Analysis, Equities, Investment Advisory, Retirement Income..., Wealth, 401k, Budgeting, Fixed Income, Bonds, Strategic Financial..., Wealth Management...
Education
BA Economics, the University of Washington 2000 — 2005
Bachelor's degree, Economics
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Issaquah High School 1996 — 2000
Michael Van Sant's Merriman, LLC Experience June 2014 - Present
Job Financial Advisor at Merriman, LLC
Industry Investment Management
Experience
Merriman, LLC June 2014 - Present
Empirical Wealth Management March 2007 - May 2014
Charles Schwab 2002 - 2004
Skills
Funding, Managed Money
Education
University of Colorado Boulder 1990 — 1995
Merriman, LLC June 2014 - Present
Empirical Wealth Management March 2007 - May 2014
Charles Schwab 2002 - 2004
Skills
Funding, Managed Money
Education
University of Colorado Boulder 1990 — 1995
Rebecca Conner, CPA, CFP®'s Merriman, LLC Experience August 2013 - August 2015
Job Advisor to Tech Execs and Founders; Director, Writer and Mentor
Industry Financial Services
Experience
Lighter Capital September 2015 - Present
Techstars August 2014 - Present
Clever Nudge November 2014 - August 2015
Merriman, LLC August 2013 - August 2015
Dimensional Fund Advisors May 2009 - March 2013
RJC Finance January 2006 - June 2012
Skills
Investment Advisory, Strategic Financial..., CPA, Financial Reporting, Entrepreneurial Finance, Tax, Portfolio Management, Accounting, Budgets, International Tax, Tax Research, Tax Modeling, Cheerleader of Change..., Integrated Management..., Financial Planning, Budgeting, Excel, Microsoft Office, Quickbooks, QuickBase, Finance, Investments, Asset Allocation, Mutual Funds, Management, Start-ups, Financial Analysis, Strategy, Strategic Planning, Retirement Planning, Financial Advisory
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
Masters, Professional Accounting - Audit with Emphasis in Taxation
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Business Honors Program, Accounting
Lighter Capital September 2015 - Present
Techstars August 2014 - Present
Clever Nudge November 2014 - August 2015
Merriman, LLC August 2013 - August 2015
Dimensional Fund Advisors May 2009 - March 2013
RJC Finance January 2006 - June 2012
Skills
Investment Advisory, Strategic Financial..., CPA, Financial Reporting, Entrepreneurial Finance, Tax, Portfolio Management, Accounting, Budgets, International Tax, Tax Research, Tax Modeling, Cheerleader of Change..., Integrated Management..., Financial Planning, Budgeting, Excel, Microsoft Office, Quickbooks, QuickBase, Finance, Investments, Asset Allocation, Mutual Funds, Management, Start-ups, Financial Analysis, Strategy, Strategic Planning, Retirement Planning, Financial Advisory
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
Masters, Professional Accounting - Audit with Emphasis in Taxation
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Business Honors Program, Accounting
Mischa Bellarin's Merriman, LLC Experience December 2010 - August 2013
Job Operations at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc September 2013 - Present
Merriman, LLC December 2010 - August 2013
Pitney Bowes November 2007 - August 2009
Eastern Washington University January 2003 - December 2006
Skills
Series 65, B2B, Mutual Funds, Asset Allocation, Wealth Management, Portfolio Management, Investments, Fixed Income, Equities, Investment Management, 401k
Education
Eastern Washington University 2002 — 2007
Bachelor of Arts (BA), Economics
Envestnet, Inc September 2013 - Present
Merriman, LLC December 2010 - August 2013
Pitney Bowes November 2007 - August 2009
Eastern Washington University January 2003 - December 2006
Skills
Series 65, B2B, Mutual Funds, Asset Allocation, Wealth Management, Portfolio Management, Investments, Fixed Income, Equities, Investment Management, 401k
Education
Eastern Washington University 2002 — 2007
Bachelor of Arts (BA), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY