Northern Lights Capital Group

Industry: Company

Description

Founded: 2006 Subsidiary: NLCG Distributors, LLC

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Northern Lights Capital Group Employees

Employee
Years
Job
Industry
Keegan Borgias Keegan Borgias Greater Denver Area Details
Keegan Borgias's Northern Lights Capital Group Experience July 2014 - Present
Job Sales & Marketing Associate at Northern Lights Capital Group
Industry Financial Services
Experience
Northern Lights Capital Group   July 2014 - Present
Wellbridge, Colorado Athletic Club   October 2013 - June 2014
Transamerica  September 2010 - October 2013
Karsh\Hagan  May 2009 - August 2009

Skills
Social Media Marketing, Online Advertising, Press Releases, Social Media, Marketing Communications, Newsletters, Market Research, Print Ads, Facebook, Competitive Analysis, Web Marketing, Email Marketing, Promotions, Project Management, Direct Sales, Sales Presentations, Customer Experience, Relationship Management, Corporate Events, Online Marketing, Public Speaking, Microsoft Office, Marketing

Education
Baylor University - Hankamer School of Business   2006 — 2010
BBA, Marketing & Management

Evan Turner Evan Turner Greater Seattle Area Details
Evan Turner's Northern Lights Capital Group Experience March 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
Northern Lights Capital Group   March 2015 - Present
Builders Insurance Group  December 2013 - Present
Acuitas Investments   January 2014 - February 2014
The Integrity Institute, Inc.   October 2011 - August 2013
Fulcrum Capital, LLC   June 2011 - December 2011

Skills
Economics, Data Analysis, Statistics, Research, Public Speaking, Market Research, Policy Analysis, Microsoft Excel, Qualitative Research, Public Policy, Microsoft Office, PowerPoint, Leadership, Social Media, Event Planning, Entrepreneurship

Education
Pacific Lutheran University   2013 — 2014
MSF, Finance

Willamette University   2007 — 2011
Bachelor, Economics, Mathematics

University Preparatory Academy

Rob Bickford Rob Bickford Greater Seattle Area Details
Rob Bickford's Northern Lights Capital Group Experience July 2012 - August 2012
Job Senior Financial Analyst
Industry Research
Experience
DaVita Kidney Care  March 2015 - Present
Boeing  January 2014 - March 2015
Crystal Commerce   June 2013 - July 2013
Pacific Lutheran University  November 2012 - May 2013
Mary Lund-Davis Student Investment Fund  October 2012 - December 2012
Northern Lights Capital Group   July 2012 - August 2012
Northwestern Mutual  May 2011 - September 2011
ABCO Leasing, Inc.   June 2009 - August 2009

Education
CFA Institute
Passed all 3 CFA exams; May be awarded charter upon completion of required work experience

Pacific Lutheran University - School of Business   2012 — 2013
Master of Science in Finance, 4.0

Pacific Lutheran University - School of Business   2008 — 2012
Bachelor of Business Administration (BBA), Finance

Shorewood High School

Leanna Coskren Leanna Coskren Boston, Massachusetts Details
Leanna Coskren's Northern Lights Capital Group Experience October 2011 - March 2013
Job Associate at Income Research + Management
Industry Investment Management
Experience
Income Research + Management  April 2015 - Present
St. Sebastian's School   September 2014 - April 2015
PitchBook Data, Inc.   August 2013 - July 2014
Northern Lights Capital Group   October 2011 - March 2013
Natixis Global Associates  June 2010 - August 2010

Education
Harvard University   2007 — 2011
Sociology

Noble and Greenough School   2003 — 2007

Bethany Tuggle Bethany Tuggle Greater Seattle Area Details
Bethany Tuggle's Northern Lights Capital Group Experience January 2010 - July 2011
Job
Industry Human Resources
Experience
Microsoft  July 2011 - Present
Northern Lights Capital Group   January 2010 - July 2011
The Krista Foundation for Global Citizenship   October 2008 - January 2010
Seattle City Council Campaign   November 2008 - November 2009
Hope Enterprises, Ethiopia   August 2007 - July 2008
Seattle Pacific University  May 2006 - June 2007

Skills
Leadership, Program Management, Strategic Sourcing, Sourcing, College Recruiting, Event Planning, Social Media Marketing, Technical Recruiting, Graduate Recruitment, Fundraising, Talent Acquisition, Recruiting, Non-profits

Education
Seattle Pacific University   2003 — 2007
International Business

Twin Falls High School   1999 — 2003

Kelly Himes Kelly Himes Greater Denver Area Details
Kelly Himes's Northern Lights Capital Group Experience February 2015 - Present
Job Marketing Associate at Northern Lights Capital Group
Industry Financial Services
Experience
Northern Lights Capital Group   February 2015 - Present
United Launch Alliance (ULA)   July 2014 - February 2015
ULA - United Launch Alliance - Lockheed Martin & Boeing  July 2012 - July 2014
Transamerica Capital, Inc  May 2011 - August 2011
Transamerica Capital, Inc.   May 2010 - August 2010
TransMontaigne Partners   May 2009 - August 2009
Cole Real Estate Investments  May 2008 - July 2008

Education
Colorado State University   2008 — 2012
B.S, Business Administration; Finance -

Littleton High School

Kristofor Lindquist Kristofor Lindquist Greater Seattle Area Details
Kristofor Lindquist's Northern Lights Capital Group Experience April 2010 - August 2010
Job Strategic Business Development at Amazon
Industry Financial Services
Experience
Amazon  April 2012 - Present
Russell Investments  September 2011 - March 2012
University of Washington, Michael G. Foster School of Business   September 2009 - June 2011
Northern Lights Capital Group   April 2010 - August 2010
Export Finance Assistance Center of Washington   December 2008 - August 2009
Microsoft Financing   November 2006 - November 2008
Irwin Commercial Finance  June 2005 - November 2006
Irwin Commercial Finance  October 2004 - June 2005
Irwin Commercial Finance  March 2004 - October 2004
Icon Materials  August 2000 - March 2004

Skills
Business Strategy, Business Valuation, Business Development, Asset Management, Commercial Finance, Debt Structuring, Marketing Strategy, Public Speaking, Trade Finance, University Teaching, Private Equity, Bloomberg, Monte Carlo Simulation, Financial Modeling

Education
Michael G. Foster School of Business, University of Washington   2009 — 2011
MBA

The Jackson School of International Studies, University of Washington   1999 — 2003
Bachelor of Arts

Freie Universität Berlin   2001 — 2002
Fellowship

Bellarmine Preparatory   1995 — 1999

Steve Coppess Steve Coppess Greater Seattle Area Details
Steve Coppess's Northern Lights Capital Group Experience April 2009 - January 2015
Job Northern Lights Capital Group, LLC
Industry Venture Capital & Private Equity
Experience
Northern Lights Capital Group   April 2009 - January 2015
Buerk Dale Victor LLC   November 2007 - April 2009
Quellos Group, LLC (Blackrock)   June 2004 - January 2005

Skills
Private Equity, Venture Capital, Mergers, Due Diligence, Valuation, Corporate Finance, Asset Management, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Mutual Funds, Mergers

Education
Seattle University   2006 — 2010
Master of Business Administration (MBA)

Seattle University School of Law   2006 — 2010
Juris Doctor

Seattle University   2002 — 2006
B.A. Business, Economics

Lake Taylor Lake Taylor Seattle, Washington Details
Lake Taylor's Northern Lights Capital Group Experience July 2012 - November 2012
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

Katie (Erich) Hays Katie (Erich) Hays Greater Denver Area Details
Katie (Erich) Hays's Northern Lights Capital Group Experience March 2014 - Present
Job Director of Marketing at Northern Lights Capital Group
Industry Financial Services
Experience
Northern Lights Capital Group   March 2014 - Present
Transamerica  August 2011 - March 2014
Graham Capital Management  April 2007 - August 2010
66° North Iceland   October 2005 - February 2007

Skills
Marketing, Corporate Identity, Investor Relations, Trade Shows, Email Marketing, Corporate Branding, Project Management, Direct Marketing, Branding & Identity, Brand Management, Event Management, Management, Social Networking, Event Planning, Graphic Design, Web Design

Education
University of Connecticut   2002 — 2005
BS, Marketing, Sociology

Norwalk Community College   2010 — 2011
Professional Courses, Graphic Design

John Zimmerman, CFA John Zimmerman, CFA Greater Denver Area Details
John Zimmerman, CFA's Northern Lights Capital Group Experience August 2007 - March 2013
Job President at Denver Investments
Industry Investment Management
Experience
Denver Investments  June 2013 - Present
Northern Lights Capital Group   August 2007 - March 2013
Janus Capital Group  June 2004 - August 2007
Bank of America Capital Management  October 1998 - June 2004
Conning Asset Management  March 1997 - October 1998
Bank of America Capital Management (Boatmen's Trust Company)   July 1987 - March 1997
Boeing Corporation (McDonnell Douglas)   June 1985 - July 1987

Skills
Asset Management, Investments, Business Strategy, Portfolio Management, Mergers, Wealth Management, Fixed Income, Mergers & Acquisitions, Strategy, Venture Capital, Asset Allocation, Equities, Capital Markets, Equity Research, Asset Managment, Investment Advisory, Due Diligence, Wealth Management..., Financial Modeling, Valuation, Management, Private Equity, Investment Strategies, Investment Management, Finance, Mutual Funds, Hedge Funds, Alternative Investments, Corporate Finance, Securities, Series 7, Series 63, Investor Relations, Financial Services, FINRA, Bloomberg, Equity Valuation, Investment Banking, ETFs, Bonds, Private Placements, Financial Markets, Institutional..., Financial Advisory, Series 24, Trading, Emerging Markets, Fund Of Funds, Separately Managed..., Equity Trading

Education
Saint Louis University   1985 — 1987
MBA, Business

University of Missouri-Columbia, College of Business   1981 — 1985
BSBA, Business

Brian Leach, CFA Brian Leach, CFA Newport Beach, California Details
Brian Leach, CFA's Northern Lights Capital Group Experience February 2011 - July 2011
Job Vice President, Product Management at PIMCO
Industry Investment Management
Experience
PIMCO  August 2013 - Present
PIMCO  June 2012 - August 2012
Northern Lights Capital Group   February 2011 - July 2011
Bay Hills Capital   December 2008 - February 2011
BlackRock  October 2007 - December 2008
Quellos Group, LLC  June 2007 - October 2007

Skills
Private Equity, Investments, Venture Capital, Portfolio Management, Mergers & Acquisitions, Strategy

Education
The University of Chicago - Booth School of Business   2011 — 2013
MBA with Honors, Concentrations in Analytic Finance and Economics

Princeton University   2003 — 2007
BA, Economics

Trent Erickson Trent Erickson Greater Seattle Area Details
Trent Erickson's Northern Lights Capital Group Experience November 2013 - Present
Job CFO at Northern Lights Capital Group
Industry Accounting
Experience
Northern Lights Capital Group   November 2013 - Present
Deloitte  September 2001 - October 2013

Skills
Tax, International Tax, Accounting

Education
University of Washington   1997 — 2001
Master of Business Administration (MBA)

University of Washington   1997 — 2001
Doctor of Law (JD) & LLM

Pacific Lutheran University   1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government

federal way high school   1988 — 1990

Kevin Huang Kevin Huang Palo Alto, California Details
Kevin Huang's Northern Lights Capital Group Experience June 2009 - August 2009
Job General Manager of DoorDash Chicago
Industry Internet
Experience
DoorDash  April 2014 - Present
McKinsey & Company  June 2012 - April 2014
Room to Read  September 2011 - April 2012
Cisco Systems  June 2010 - September 2010
Stanford Student Enterprises  March 2009 - March 2010
Northern Lights Capital Group   June 2009 - August 2009

Education
Stanford University   2007 — 2012
B.S., Management Science & Engineering, Minor in English

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