Northwest Asset Management
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Northwest Asset Management Employees
Employee
Years
Job
Industry
Brandon D'Ewart Brandon D'Ewart's Northwest Asset Management Experience June 2013 - August 2013
Job Associate at CORTAC Group
Industry Financial Services
Experience
CORTAC Group September 2015 - Present
PACCAR May 2014 - August 2014
Northwest Asset Management June 2013 - August 2013
D'Ewart Representatives June 2011 - August 2012
Skills
Data Analysis, Financial Analysis, Project Management, Statistical Data..., Microsoft Office Suite, Data Entry, Teamwork, Spanish (Proficient), Customer Service, Computer Repair, Access, Stata, Microsoft Office
Education
Claremont McKenna College 2012 — 2015
Bachelor of Arts (B.A.), Accounting and Finance, 3.5/4.0 GPA
The University of Edinburgh 2013 — 2013
Study Abroad Program, Financial Economics, 3.5
The Overlake School 2005 — 2011
CORTAC Group September 2015 - Present
PACCAR May 2014 - August 2014
Northwest Asset Management June 2013 - August 2013
D'Ewart Representatives June 2011 - August 2012
Skills
Data Analysis, Financial Analysis, Project Management, Statistical Data..., Microsoft Office Suite, Data Entry, Teamwork, Spanish (Proficient), Customer Service, Computer Repair, Access, Stata, Microsoft Office
Education
Claremont McKenna College 2012 — 2015
Bachelor of Arts (B.A.), Accounting and Finance, 3.5/4.0 GPA
The University of Edinburgh 2013 — 2013
Study Abroad Program, Financial Economics, 3.5
The Overlake School 2005 — 2011
Carlos Luis Obando Carlos Luis Obando's Northwest Asset Management Experience March 2014 - Present
Job Partner and Senior Portfolio Manager at Northwest Asset Management
Industry Financial Services
Experience
Northwest Asset Management March 2014 - Present
UBS Financial Services, Inc. July 2007 - December 2013
Smith Barney July 1999 - March 2007
Oppenheimer and Company January 1996 - July 1999
Shinsei Bank May 1992 - January 1995
Citi January 1991 - May 1992
Education
Harvard Business School 1981 — 1983
Masters in Business Administration, Finance and Strategy
Duke University 1975 — 1979
Bachelor of Science in Engineering (Cum Laude), Control Systems
Stuyvesant High School, New York 1971 — 1975
High School, Mathematics and Computer Science
Stanford Graduate School of Business 1999 — 1999
Executive Education, Negotiation
Northwest Asset Management March 2014 - Present
UBS Financial Services, Inc. July 2007 - December 2013
Smith Barney July 1999 - March 2007
Oppenheimer and Company January 1996 - July 1999
Shinsei Bank May 1992 - January 1995
Citi January 1991 - May 1992
Education
Harvard Business School 1981 — 1983
Masters in Business Administration, Finance and Strategy
Duke University 1975 — 1979
Bachelor of Science in Engineering (Cum Laude), Control Systems
Stuyvesant High School, New York 1971 — 1975
High School, Mathematics and Computer Science
Stanford Graduate School of Business 1999 — 1999
Executive Education, Negotiation
Rob Homchick Rob Homchick's Northwest Asset Management Experience May 2012 - July 2012
Job Trader at WH Trading
Industry Capital Markets
Experience
WH Trading July 2014 - Present
Hartford Financial Products May 2013 - August 2013
Northwest Asset Management May 2012 - July 2012
Mercer Island Beach Club May 2009 - July 2012
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Market Analysis, Risk Assessment
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Economics and French
WH Trading July 2014 - Present
Hartford Financial Products May 2013 - August 2013
Northwest Asset Management May 2012 - July 2012
Mercer Island Beach Club May 2009 - July 2012
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Market Analysis, Risk Assessment
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Economics and French
Robin Sedor Robin Sedor's Northwest Asset Management Experience 1992 - 1997
Job Projects from Development to Reality, OnTime & Under Budget
Industry Architecture & Planning
Experience
Inside Source/Young March 2012 - Present
Created Space LLC 2006 - Present
Pivot Interiors October 2003 - March 2012
Genentech October 2003 - March 2012
Macromedia 2002 - 2004
Landmark Education 1999 - 2001
Silicon Graphics Inc. 1996 - 1999
SGI 1996 - 1999
Northwest Asset Management 1992 - 1997
The Mednick Group 1989 - 1992
Skills
Account Management, Salesforce.com, New Business Development, Customer Relations, Strategic Planning, Project Planning, Social Media Marketing, Public Speaking, Event Planning, Customer Service, Business Development, Project Management, Management, Contract Negotiation, Marketing, Start-ups, Entrepreneurship, Furniture, Team Leadership, Sales Management, Leadership Development, Team Building, Training, Leadership, Cross-functional Team..., Sales, Event Management, Writing, Marketing Strategy, Coaching, Microsoft Office
Education
San Jose State University 2006 — 2008
BA, Economics
West Valley College 2003 — 2006
Interior Design / Architecture
UC Berkeley Extension 1999 — 2003
Interior Design & Facilities Management
Landmark Education 1989 — 2012
Inside Source/Young March 2012 - Present
Created Space LLC 2006 - Present
Pivot Interiors October 2003 - March 2012
Genentech October 2003 - March 2012
Macromedia 2002 - 2004
Landmark Education 1999 - 2001
Silicon Graphics Inc. 1996 - 1999
SGI 1996 - 1999
Northwest Asset Management 1992 - 1997
The Mednick Group 1989 - 1992
Skills
Account Management, Salesforce.com, New Business Development, Customer Relations, Strategic Planning, Project Planning, Social Media Marketing, Public Speaking, Event Planning, Customer Service, Business Development, Project Management, Management, Contract Negotiation, Marketing, Start-ups, Entrepreneurship, Furniture, Team Leadership, Sales Management, Leadership Development, Team Building, Training, Leadership, Cross-functional Team..., Sales, Event Management, Writing, Marketing Strategy, Coaching, Microsoft Office
Education
San Jose State University 2006 — 2008
BA, Economics
West Valley College 2003 — 2006
Interior Design / Architecture
UC Berkeley Extension 1999 — 2003
Interior Design & Facilities Management
Landmark Education 1989 — 2012
Nelly Mubashi Nelly Mubashi's Northwest Asset Management Experience January 2013 - Present
Job Chief Operating Officer at Northwest Asset Management
Industry Financial Services
Experience
Northwest Asset Management January 2013 - Present
Northwest Asset Management August 2008 - Present
Skills
Asset Managment, Wealth Management, Retirement, Estate Planning, Investment Strategies, Asset Allocation, Retirement Planning, Portfolio Management, Investments, Strategic Financial..., 401k, Financial Modeling, Financial Analysis, Financial Statement..., Operations Management, Human Resources, Regulatory compliance
Education
Seattle University 2007 — 2009
MSF, Finance
Warren Wilson College 1999 — 2002
BA, Business & Economics
Universidad Politécnica de Nicaragua 1996 — 1999
BS, Banking & Finance
Northwest Asset Management January 2013 - Present
Northwest Asset Management August 2008 - Present
Skills
Asset Managment, Wealth Management, Retirement, Estate Planning, Investment Strategies, Asset Allocation, Retirement Planning, Portfolio Management, Investments, Strategic Financial..., 401k, Financial Modeling, Financial Analysis, Financial Statement..., Operations Management, Human Resources, Regulatory compliance
Education
Seattle University 2007 — 2009
MSF, Finance
Warren Wilson College 1999 — 2002
BA, Business & Economics
Universidad Politécnica de Nicaragua 1996 — 1999
BS, Banking & Finance
Amanda Bonifant Amanda Bonifant's Northwest Asset Management Experience May 2012 - May 2015
Job Contract Business Administrator at Microsoft
Industry Financial Services
Experience
Microsoft August 2015 - Present
Northwest Asset Management May 2012 - May 2015
Northwest Asset Management April 2012 - May 2015
Self employed April 2009 - May 2012
UBS Financial Services December 2007 - March 2009
Wachovia Securities March 2006 - December 2007
Wachovia Bank December 2000 - March 2006
Skills
Series 7, Credit, Mortgage Lending, Loans, Banking
Education
East Carolina University 1993 — 1997
East Carolina University 1993 — 1997
History
Microsoft August 2015 - Present
Northwest Asset Management May 2012 - May 2015
Northwest Asset Management April 2012 - May 2015
Self employed April 2009 - May 2012
UBS Financial Services December 2007 - March 2009
Wachovia Securities March 2006 - December 2007
Wachovia Bank December 2000 - March 2006
Skills
Series 7, Credit, Mortgage Lending, Loans, Banking
Education
East Carolina University 1993 — 1997
East Carolina University 1993 — 1997
History
Nina Brown Nina Brown's Northwest Asset Management Experience December 2012 - July 2015
Job Controller at NLLC
Industry Accounting
Experience
NLLC August 2015 - Present
Northwest Asset Management December 2012 - July 2015
Hagen, Kurth, Perman & Co., P.S. January 2010 - May 2012
State Road & Tollway Authority May 2009 - August 2009
Peter Change, CPA January 2009 - May 2009
Georgia State University August 2007 - May 2009
Skills
Accounting, QuickBooks, Tax Returns, Corporate Tax, Tax Accounting, Tax Preparation, Tax Research, Partnership Tax Returns, Accounts Payable, Financial Analysis, Auditing, Microsoft Dynamics GP, High Net Worth..., US GAAP reporting, Statistical Package for..., Financial Forecasting, Operations Management, System Implementations
Education
University of Washington, Michael G. Foster School of Business 2009 — 2010
Master of Professional Accounting, Audit and Assurance
University of Leicester 2005 — 2006
Master of Arts, Mass Communications
Beijing Institute of Technology 2001 — 2005
Bachelor of Arts in Humanities & Social Science, English Literature
QBs training
NLLC August 2015 - Present
Northwest Asset Management December 2012 - July 2015
Hagen, Kurth, Perman & Co., P.S. January 2010 - May 2012
State Road & Tollway Authority May 2009 - August 2009
Peter Change, CPA January 2009 - May 2009
Georgia State University August 2007 - May 2009
Skills
Accounting, QuickBooks, Tax Returns, Corporate Tax, Tax Accounting, Tax Preparation, Tax Research, Partnership Tax Returns, Accounts Payable, Financial Analysis, Auditing, Microsoft Dynamics GP, High Net Worth..., US GAAP reporting, Statistical Package for..., Financial Forecasting, Operations Management, System Implementations
Education
University of Washington, Michael G. Foster School of Business 2009 — 2010
Master of Professional Accounting, Audit and Assurance
University of Leicester 2005 — 2006
Master of Arts, Mass Communications
Beijing Institute of Technology 2001 — 2005
Bachelor of Arts in Humanities & Social Science, English Literature
QBs training
Aria Nikkhoui Aria Nikkhoui's Northwest Asset Management Experience April 2013 - June 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Expedia, Inc. January 2014 - July 2014
Office of the Governor June 2013 - August 2013
Northwest Asset Management April 2013 - June 2013
Amazon June 2012 - December 2012
The Daily of the University of Washington January 2011 - June 2011
TAPFIN-ManpowerGroup Solutions July 2010 - September 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office..., Accounting, Model United Nations, PowerPoint, Financial Reporting, Finance, Time Management, Public Speaking
Education
University of Washington 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Universidad Carlos III de Madrid 2013 — 2013
Finance
Goldman Sachs July 2014 - Present
Expedia, Inc. January 2014 - July 2014
Office of the Governor June 2013 - August 2013
Northwest Asset Management April 2013 - June 2013
Amazon June 2012 - December 2012
The Daily of the University of Washington January 2011 - June 2011
TAPFIN-ManpowerGroup Solutions July 2010 - September 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office..., Accounting, Model United Nations, PowerPoint, Financial Reporting, Finance, Time Management, Public Speaking
Education
University of Washington 2009 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Universidad Carlos III de Madrid 2013 — 2013
Finance
Josh Ornelas Josh Ornelas's Northwest Asset Management Experience March 2014 - Present
Job Attended Bellevue College
Industry Information Technology and Services
Jessica (Eide) Molenaar Jessica (Eide) Molenaar's Northwest Asset Management Experience January 2014 - Present
Job Assistant Wealth Manager at Northwest Asset Management
Industry Financial Services
Experience
Northwest Asset Management January 2014 - Present
Public Financial Management June 2012 - December 2013
US Department of Defense May 2010 - February 2012
Skills
Military Operations, DoD, Security Clearance, Military, National Security, Editing, Resume Writing, Conducting Interviews, Finance, Management, Policy, Financial Advisory, Proposal Writing, Program Management, Retirement, Public Speaking, Customer Service, Financial Analysis, Microsoft Word, Microsoft Excel, PowerPoint
Education
Western Governors University 2013 — 2014
Master of Business Administration (MBA)
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Social Sciences
Cuesta College
Psychology
Northwest Asset Management January 2014 - Present
Public Financial Management June 2012 - December 2013
US Department of Defense May 2010 - February 2012
Skills
Military Operations, DoD, Security Clearance, Military, National Security, Editing, Resume Writing, Conducting Interviews, Finance, Management, Policy, Financial Advisory, Proposal Writing, Program Management, Retirement, Public Speaking, Customer Service, Financial Analysis, Microsoft Word, Microsoft Excel, PowerPoint
Education
Western Governors University 2013 — 2014
Master of Business Administration (MBA)
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Social Sciences
Cuesta College
Psychology
Brandon Hexsel's Northwest Asset Management Experience December 2013 - February 2014
Job Financial Analyst at Expedia, Inc.
Industry Financial Services
Experience
Expedia, Inc. June 2014 - Present
Northwest Asset Management December 2013 - February 2014
One-on-One Basketbal September 2012 - December 2013
Emilie Sloan December 2012 - September 2013
TRInternational, Inc. April 2012 - June 2012
Alpha Kappa Psi December 2008 - June 2012
JPMorgan Chase November 2011 - April 2012
Avia-Tek August 2011 - September 2011
Schobrunn Shanghai June 2011 - August 2011
Culver Academies July 2008 - August 2008
Skills
Chinese Language, Chinese, Financial Analysis, Financial Modeling, Investments, Finance, Microsoft Excel, Corporate Finance, Economics, Mandarin, Microsoft Office
Education
Seattle University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
East China Normal University 2010 — 2011
Intensive Chinese
Culver Military Academy 2005 — 2008
Expedia, Inc. June 2014 - Present
Northwest Asset Management December 2013 - February 2014
One-on-One Basketbal September 2012 - December 2013
Emilie Sloan December 2012 - September 2013
TRInternational, Inc. April 2012 - June 2012
Alpha Kappa Psi December 2008 - June 2012
JPMorgan Chase November 2011 - April 2012
Avia-Tek August 2011 - September 2011
Schobrunn Shanghai June 2011 - August 2011
Culver Academies July 2008 - August 2008
Skills
Chinese Language, Chinese, Financial Analysis, Financial Modeling, Investments, Finance, Microsoft Excel, Corporate Finance, Economics, Mandarin, Microsoft Office
Education
Seattle University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
East China Normal University 2010 — 2011
Intensive Chinese
Culver Military Academy 2005 — 2008
Art Nunes, CMT Art Nunes, CMT's Northwest Asset Management Experience November 2010 - Present
Job Northwest Asset Management
Industry Financial Services
Experience
Northwest Asset Management November 2010 - Present
IMS Capital Management June 2003 - October 2010
RBC Dain Rauscher March 1995 - June 2003
Shearson Lehman Brothers March 1988 - March 1995
Dean, Witter Reynolds June 1983 - March 1988
The Boeing Company March 1980 - January 1983
Skills
Investment Strategies, Public Speaking, Media Appearances, Alternative Investments, Fixed Income, Finance, Investment Banking, Financial Risk, Wealth Management..., High Net Worth..., Wealth Management, Investment Management, Mutual Funds, Strategic Financial..., Hedge Funds
Education
The Ohio State University 1977 — 1980
B.S.A.E., Aeronautical Engineering
University of Lowell 1975 — 1977
Engineering
Chicopee High School 1970 — 1975
Northwest Asset Management November 2010 - Present
IMS Capital Management June 2003 - October 2010
RBC Dain Rauscher March 1995 - June 2003
Shearson Lehman Brothers March 1988 - March 1995
Dean, Witter Reynolds June 1983 - March 1988
The Boeing Company March 1980 - January 1983
Skills
Investment Strategies, Public Speaking, Media Appearances, Alternative Investments, Fixed Income, Finance, Investment Banking, Financial Risk, Wealth Management..., High Net Worth..., Wealth Management, Investment Management, Mutual Funds, Strategic Financial..., Hedge Funds
Education
The Ohio State University 1977 — 1980
B.S.A.E., Aeronautical Engineering
University of Lowell 1975 — 1977
Engineering
Chicopee High School 1970 — 1975
Megan Fitzpatrick Megan Fitzpatrick's Northwest Asset Management Experience June 2012 - March 2013
Job
Industry Investment Management
Experience
Parametric February 2014 - April 2015
Northwest Asset Management June 2012 - March 2013
SEI August 2010 - July 2012
LPL Financial October 2009 - July 2010
Ameriprise Financial January 2006 - October 2009
Education
Arizona State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of Sydney 2004 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Parametric February 2014 - April 2015
Northwest Asset Management June 2012 - March 2013
SEI August 2010 - July 2012
LPL Financial October 2009 - July 2010
Ameriprise Financial January 2006 - October 2009
Education
Arizona State University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
University of Sydney 2004 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Alice Boytz's Northwest Asset Management Experience August 2008 - Present
Job Senior Partner at Northwest Asset Management
Industry Financial Services
Experience
Northwest Asset Management August 2008 - Present
Piper Jaffray/US Bank/UBS October 1998 - August 2008
TeamDesign (now Methodologie) 1992 - 1996
Olson Sundberg Architects 1989 - 1991
Non-Profit Arts Organizations 1983 - 1989
Education
Leadership Tomorrow 2009 — 2010
Class of 2010. Nine-month experiential leadership training program.
Carleton College 1979 — 1983
BA, Art History
Northwest Asset Management August 2008 - Present
Piper Jaffray/US Bank/UBS October 1998 - August 2008
TeamDesign (now Methodologie) 1992 - 1996
Olson Sundberg Architects 1989 - 1991
Non-Profit Arts Organizations 1983 - 1989
Education
Leadership Tomorrow 2009 — 2010
Class of 2010. Nine-month experiential leadership training program.
Carleton College 1979 — 1983
BA, Art History
Brady Buskirk's Northwest Asset Management Experience August 2012 - March 2015
Job Financial Advisor at CONCERT Wealth Management, Inc.
Industry Financial Services
Experience
CONCERT Wealth Management, Inc. March 2015 - Present
Northwest Asset Management August 2012 - March 2015
RBC Wealth Management August 2010 - August 2012
Skills
Investments, Asset Allocation, Retirement Planning, Asset Management, Investment Management, Retirement, Investment Advisory, Strategic Financial..., Strategic Planning, Personal Finance, Wealth Management..., Portfolio Management, Investment Strategies, Personal Financial..., Wealth Management, Retirement Plan..., Finance, Mutual Funds, Equities, Financial Modeling, Strategy, High Net Worth..., Estate Planning, Securities, Financial Analysis, Fixed Annuities, Credit, Valuation, 401k, IRAs
Education
Seattle University 2008 — 2010
MBA, Finance
University of Washington 2002 — 2006
Bachelor of Arts
CONCERT Wealth Management, Inc. March 2015 - Present
Northwest Asset Management August 2012 - March 2015
RBC Wealth Management August 2010 - August 2012
Skills
Investments, Asset Allocation, Retirement Planning, Asset Management, Investment Management, Retirement, Investment Advisory, Strategic Financial..., Strategic Planning, Personal Finance, Wealth Management..., Portfolio Management, Investment Strategies, Personal Financial..., Wealth Management, Retirement Plan..., Finance, Mutual Funds, Equities, Financial Modeling, Strategy, High Net Worth..., Estate Planning, Securities, Financial Analysis, Fixed Annuities, Credit, Valuation, 401k, IRAs
Education
Seattle University 2008 — 2010
MBA, Finance
University of Washington 2002 — 2006
Bachelor of Arts
Khrisma Carter's Northwest Asset Management Experience June 2015 - Present
Job Bend Factory Stores Marketing & Property Manager
Industry Marketing and Advertising
Experience
Northwest Asset Management June 2015 - Present
Manzama January 2015 - June 2015
Coach October 2012 - January 2015
Whippersnappers Studio September 2009 - January 2012
Benefit Cosmetics 2002 - 2007
Bath & Body Works April 2000 - August 2002
Skills
Store Management, Leadership, Trend Analysis, Store Operations, Hiring, Loss Prevention, Inventory Management, Time Management, Brand Management, Social Networking, Profit, Brand Development, Trend, Social Media Marketing, Customer Insight, Photoshop, Sourcing, Advertising, CRM Databases, Merchandising, Management, Marketing
Education
Union College (KY) 1997 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Union College (KY) 1997 — 2002
Bachelor of Applied Science (B.A.Sc.), Psychology
Northwest Asset Management June 2015 - Present
Manzama January 2015 - June 2015
Coach October 2012 - January 2015
Whippersnappers Studio September 2009 - January 2012
Benefit Cosmetics 2002 - 2007
Bath & Body Works April 2000 - August 2002
Skills
Store Management, Leadership, Trend Analysis, Store Operations, Hiring, Loss Prevention, Inventory Management, Time Management, Brand Management, Social Networking, Profit, Brand Development, Trend, Social Media Marketing, Customer Insight, Photoshop, Sourcing, Advertising, CRM Databases, Merchandising, Management, Marketing
Education
Union College (KY) 1997 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Union College (KY) 1997 — 2002
Bachelor of Applied Science (B.A.Sc.), Psychology