Pacific Capital Resource Group
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Pacific Capital Resource Group Employees
Pacific Capital Resource Group October 2014 - Present
Pacific Capital Resource Group August 2014 - October 2014
OSU Beaver Store September 2013 - June 2014
Sports Authority June 2009 - September 2009
Education
Oregon State University 2009 — 2014
Bachelor of Science (BS), Business Administration & Economics minor
Pacific Capital Resource Group July 2015 - Present
STRT MNGO, LLC May 2013 - May 2015
Peet's Coffee & Tea September 2013 - January 2015
PwC July 2014 - August 2014
Booz Allen Hamilton August 2013 - September 2013
Boys & Girls Clubs of America March 2013 - July 2013
Boys & Girls Clubs of America January 2013 - July 2013
Island Movers Inc. June 2011 - August 2011
Coach Pickering Basketball Camp June 2009 - July 2009
Skills
Customer Service, Critical Thinking, Microsoft Office, Passionate about work, Social Media, Team Leadership, Teamwork, Learning Quickly, Research, Fundraising, Social Networking, Sales, Management, Facebook, Advertising, Marketing
Education
Oregon State University 2011 — 2015
Bachelor's degree, Finance, General
Iolani School 2005 — 2011
High School Diploma
Pacific Capital Resource Group November 2010 - Present
Hidden Acres Greenhouse January 1999 - September 2010
Brian Werner Construction June 2004 - August 2005
Education
The American College
Financial Planning and Services
Oregon State University 2007 — 2010
Bachelor of Science, College of Business, Entrepreneurship
Copenhagen Business School 2008 — 2008
International Summer University, International Business, Finance
Central Oregon Community College 2005 — 2007
Associate's Undergraduate Academic, Business, Psychology
Pacific Capital Resource Group November 2013 - Present
Graduate Washington July 2012 - Present
Pacific Capital Resource Group February 2008 - November 2013
Washington State University - Greek Alumni Organization March 2011 - March 2013
Washington State University Alumni Association May 2005 - May 2012
WAMU Capital Corp November 2004 - January 2008
Farmers Insurance & Financial Services November 2001 - November 2004
Ragen MacKenzie / Wells Fargo Investments January 1993 - June 2001
Education
Washington State University 1994 — 1996
B.A., Business
Washington State University - College of Business and Economics 1994 — 1996
Business Administration, Marketing
Shoreline Community College 1990 — 1994
Business
Ballard High School 1986 — 1990
Pacific Capital Resource Group January 2014 - Present
Summit Financial Group February 2009 - December 2013
Harbor Oral Surgery September 2004 - September 2008
Skills
Time Management, Customer Service, Microsoft Excel, Outlook, PowerPoint, Teamwork, Microsoft Word
Education
Tacoma Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.)
Pacific Capital Resource Group July 2012 - Present
The Citizens Foundation June 2011 - August 2011
Graebel Companies December 2010 - August 2011
Skills
PowerPoint, Public Speaking, Investments, Retirement Planning, Finance, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Personal Finance, Wealth Accumulation, Business Planning, Estate Planning, Leadership, Analysis, Permanent Life Insurance, Insurance, Wealth, Investment Strategies, Long Term Care Insurance, Disability Insurance, Financial Analysis, Securities, Employee Benefits, IRAs
Education
Gonzaga University 2009 — 2013
Bachelor of Science (BS), Economics
Bellarmine Preparatory School
Pacific Capital Resource Group August 2015 - Present
Integrity Financial Corporation February 2014 - August 2015
Law Offices of Joshua D. Rice May 2013 - December 2014
JC Property Holdings, LLC May 2005 - December 2010
Farmers Insurance Agent January 2004 - July 2010
Microsoft June 2001 - November 2002
Microsoft July 1998 - June 2001
Skills
Small Business, Insurance, Strategic Planning, Marketing, Risk Management, Networking, Leadership, Public Speaking, Entrepreneurship
Education
Seattle University School of Law 2010 — 2011
JD, Law
University of Washington 1990 — 1993
BA, Economics
Pacific Capital Resource Group 2014 - April 2015
Pacific Capital Resource Group August 2014 - October 2014
OSU Housing and Dining April 2010 - June 2013
Black Butte Ranch June 2012 - September 2012
First Investors June 2012 - August 2012
2010 Tau Kappa Epsilon Fraternity April 2010 - May 2011
Oregon Judicial Department June 2009 - August 2009
Skills
Series 7, Series 63, Life Insurance, Customer Service, Leadership, PowerPoint, Facebook, Recruiting, Microsoft Office, Social Networking, Data Entry, Typing, Tutoring, Microsoft Excel, Microsoft Word, Time Management, Event Planning, Inventory Management, Sales, Budgets, Writing Skills, Teamwork, Social Media
Education
Oregon State University 2008 — 2014
Bachelor of Science (BS) Finance, BS Business Administration, Economics Minor, International Business Option
Aarhus Universitet 2013 — 2013
Bachelor of Science (BS), International Business
mckay high school
NYLIFE Securities LLC January 2014 - Present
New York Life Insurance Company January 2014 - Present
Pacific Capital Resource Group June 2013 - January 2014
Burr & Temkin June 2011 - August 2011
Skills
401k Rollovers, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Disability Insurance, Estate Planning, Insurance, Investments, IRA Rollovers, Key Person Insurance, Leadership, Legacy Planning, Life Insurance, Life Insurance..., Long Term Care Insurance, Personal Finance, Family Protection..., Retirement Planning, Strategic Financial..., Wealth Transfer..., Finance, Marketing, Financial Analysis, Real Estate, Market Research, Budgets, Management, Financial Planning, IRAs
Education
Liberty University
Bachelor of Arts (B.A.), Business Finance
Edmonds Community College
Business Administration
Issaquah High School
Olapono Farms February 2014 - Present
The Ginger Monkey Hostel August 2013 - February 2014
Pacific Capital Resource Group October 2011 - January 2013
PGC3 2010 - 2012
PSU Learning Center March 2011 - September 2011
Portland State University March 2010 - September 2011
Bath & Body Works 2007 - 2009
Portland Saturday Market March 2005 - April 2007
Skills
Excel, Event Planning, Customer Service, Public Speaking, Mathematics, Financial Planning
Education
Portland State University 2009 — 2011
Bachelor of Science, Mathematical Sciences
Sam Barlow High School 2002 — 2006
Theater Arts
Seattle Cancer Care Alliance September 2015 - Present
Seattle Cancer Care Alliance May 2015 - Present
Seattle Cancer Care Alliance December 2014 - May 2015
Pacific Capital Resource Group April 2014 - June 2014
Skills
Financial Analysis, Marketing Strategy, Team Leadership, Customer Satisfaction, Financial Services, Investments, Organizational..., Customer Service, Coaching, Time Management, Project Planning, PowerPoint
Education
University of Washington 2012 — 2014
Bachelor of Arts (B.A.), Business, Finance & Marketing double foci
Cascadia Community College 2010 — 2012
Associate of Arts (A.A.), Business, 3.8
Pacific Capital Resource Group January 2015 - Present
Prudential Financial December 2013 - December 2014
ChemPoint January 2012 - June 2012
C.H. Robinson June 2011 - December 2011
Skills
Strategy, Finance, Analysis, Public Speaking, Sales, Customer Service, Entrepreneurship, Risk Management, Leadership, Management, Microsoft Excel, Social Media, Financial Analysis, Investments, Portfolio Management, PowerPoint, Project Planning, Strategic Planning, Marketing, Business Process, Financial Modeling, Small Business, Strategic Financial...
Education
Seattle University 2009 — 2012
Bachelor of Arts (BA), International Business Minor in Economics, 3.3
Franklin College Switzerland 2007 — 2009
Bachelor's degree, International Business
O'dea 2003 — 2007
High School
Pacific Capital Resource Group August 2015 - Present
MassMutual Financial Group March 2015 - May 2015
Bank of America July 2013 - February 2015
Bank of America December 2009 - February 2015
Bank of America January 2013 - July 2013
Bank of America December 2009 - January 2012
MetLife October 2008 - July 2009
American Income Life 2006 - 2008
Skills
Mortgage Lending, Loans, Banking, Recruiting, Insurance, Refinance, Retirement Planning, Interviewing Skills, Finance, Life Insurance, Fixed Annuities, Leadership, Disability Insurance, Credit Analysis, Financial Analysis, Operations Management, Investments, Sales, Employee Benefits, Customer Retention, FHA, Term Life Insurance, Consumer Lending, Underwriting, Securities, Guitar, Musicality, Risk Management, Property & Casualty..., Cold Calling, Time Management, Financial Risk, Customer Service, Management, Financial Services, Credit, Training
Education
Washington State University 1995 — 2000
Bachelors Of Arts, Political Science and Pre Law
Portland State University - School of Business
Post Baccalaureate Accounting
National Purchasing Partners April 2013 - Present
Pacific Capital Resource Group 2013 - 2014
National Purchasing Partners June 2012 - March 2013
Abercrombie & Fitch June 2011 - June 2012
Hamilton International Middle School September 2009 - May 2011
Skills
Facebook, Event Planning, Customer Service, Social Media, Marketing, Leadership, PowerPoint, Microsoft Office, Account Management, Microsoft Excel, Microsoft Word, Management, Marketing Communications, Customer Satisfaction, Outlook, Sales, Marketing Strategy, Sales Management, Event Management, Social Networking
Education
Seattle Pacific University 2009 — 2011
Bachelors, Music
La Grande High School 2002 — 2006
Kaiser Permanente August 2013 - Present
Linfield College August 2010 - June 2013
Hanson and Hanson Attorneys September 2012 - December 2012
Alpha Phi International Fraternity January 2011 - December 2012
Pacific Capital Resource Group May 2012 - August 2012
Skills
Teamwork, Customer Service
Education
Linfield College 2009 — 2013
BS, Mathematics and Business Management
Alconbury High School 2005 — 2009
High School Diploma
Amazon January 2014 - Present
Amazon December 2012 - July 2013
Pacific Capital Resource Group January 2012 - December 2012
Colehour + Cohen May 2011 - August 2012
Washington Stealth January 2012 - May 2012
ADR Landscaping June 2011 - August 2011
NailedIT Media April 2011 - June 2011
Comcast Arena Everett September 2010 - June 2011
YMCA of Snohomish County April 2010 - July 2010
Designers Furniture Warehouse October 2008 - February 2010
Education
University of Washington 2012 — 2013
Bachelor of Arts in Business Administration
Everett Community College 2009 — 2011
Associates Degree
Pacific Capital Resource Group November 2013 - Present
Efinancial September 2011 - November 2013
Starbucks Coffee Company July 2010 - July 2011
Skills
Term Life Insurance, Sales Management, Public Relations, Team Building, New Business Development, Event Planning, Customer Satisfaction, Microsoft Office, Email Marketing, Outlook, Insurance, SEO, Lead Generation, Program Development, Strategic Planning, Customer Retention, Customer Service, Call Centers, Sales, Strategic Communications, Coaching, Online Advertising, Salesforce.com, Management, Social Media Marketing, PowerPoint, Marketing Strategy, Retail, Advertising, Leadership, Account Management, Retail Sales, Direct Sales, Training, Health Insurance, Microsoft Word, Microsoft Excel, Social Networking, Underwriting, Social Media, Negotiation, Cold Calling, Facebook, Team Leadership, Life Insurance, Project Management, Disability Insurance, Marketing, Building Relationships, Business Development
Education
Eastern Washington University 2005 — 2009
Recreation Management
Metal Toad May 2015 - Present
Pacific Capital Resource Group June 2014 - May 2015
Oregon State Finance Club February 2013 - June 2014
OSU Printing & Mailing March 2012 - November 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Public Speaking, Social Media, Social Networking, Fundraising, PowerPoint, Time Management, Teamwork, Facebook, Customer Service, Data Analysis, Research, Marketing, Social Media Marketing, Event Management
Education
Oregon State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Epicodus
Pacific Capital Resource Group November 2011 - Present
Mayer/Reed May 2004 - July 2008
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2010
BS Business Administration, Finance, Marketing, Economics
Univerzita Karlova v Praze 2008 — 2008
Study Abroad
University of Denver 2006 — 2008
Business, Finance
Merriman March 2006 - Present
US Trust January 2004 - March 2006
Pacific Capital Resource Group 2002 - 2004
American Express Financial Advisors January 1998 - January 2002
Skills
Wealth Management, Asset Allocation, Mutual Funds, Investment Advisory, Investment Management, Certified Financial..., Personal Financial..., College Savings Plans, College Funding..., Retirement Planning, Modern Portfolio Theory
Education
Seattle Pacific University - School of Business and Economics 1997 — 2001
Bachelor of Arts (B.A.), Business Administration
Cargill November 2014 - Present
Cargill August 2012 - November 2014
Pacific Capital Resource Group, INC. July 2009 - May 2011
Pacific Capital Resource Group August 2007 - May 2011
College Works Painting 2001 - 2003
Skills
Finance, Strategic Financial..., Disability Insurance, Wealth Management, Investments, Retirement Planning, Financial Analysis, Estate Planning, Strategic Planning, Retirement, Small Business, Risk Management, Long-term Care, Insurance, Customer Service
Education
Western Washington University 2011 — 2012
Master of Business Administration (MBA), Finance and Marketing, 4.0
The American College 2007 — 2010
ChFC, Chartered Financial Consultant
Western Washington University 1999 — 2007
Business, Finance
Lake Stevens High School 1994 — 1999
Walters Wealth Management, LLC January 2015 - Present
Principal Financial Group October 2009 - January 2015
Prudential Financial September 2000 - September 2009
Pacific Capital Resource Group 1998 - 2000
Skills
401k, 403b, SEP, &..., Business Continuation..., Buy-Sell Review, Deferred Compensation, Disability Income..., Estate Planning, Executive Benefits..., Informal Business..., Long Term Care Insurance, Retirement Planning, Supplemental Retirement..., Wealth Accumulation
Education
University of Washington 1988 — 1990
BA, Economics
Pacific Lutheran University 1987 — 1988
Pacific Capital Resource Group July 2011 - Present
Skills
Investments, Retirement Planning, Portfolio Management, Retirement, Customer Service, Finance, Long-term Care, Disability Insurance, Social Security, Business Planning, Estate Planning, Tax-advantaged..., Qualified Retirement...
Education
The American College 2012 — 2014
ChFC, Financial Planning
Washington State University 2005 — 2010
Bachelor of Arts, Entrepreneurship & Music
Alleman Hall McCoy Russell & Tuttle February 2013 - Present
Pacific Capital Resource Group September 2012 - February 2013
James H Richardson, CPA November 2011 - April 2012
Skills
Proficient with..., QuickBooks, US GAAP, Bookkeeping, Budgets, Financial Analysis, Billing Process, Billing Systems, Financial Accounting, Accounts Receivable, Accounts Payable, Time Matters
Education
Portland State University 2011 — 2012
FInance/Accounting
University of Oregon - Charles H. Lundquist College of Business 2007 — 2011
Bachelor of Science, Accounting Major, Mathematics Minor
Copenhagen Business School
International Marketing
University of Washington March 2015 - Present
University of Washington March 2013 - March 2015
TEKsystems August 2011 - November 2012
Pacific Capital Resource Group March 2011 - June 2011
Big Fish Grill June 2008 - June 2011
Washington Beer Commission May 2010 - July 2010
Lisa Dupar Catering August 2007 - September 2008
Skills
Recruiting, Project Management, Building Relationships, Multi Tasking, Human Resources, Training, Microsoft Office
Education
Central Washington University 2014 — 2017
Master's Degree, Computer/Information Technology Administration and Management, (ITAM)
University of Washington, Michael G. Foster School of Business 2007 — 2011
BA, Marketing, Entrepreneurship
University of Washington
Good Woodworks August 2014 - Present
Pacific Capital Resource Group August 2013 - August 2014
New York Life Insurance Company January 2011 - July 2013
College Pro January 2009 - December 2010
Bogus Basin Ski Resort October 2008 - February 2009
Dome Construction February 2008 - October 2008
Makin woodworks April 2002 - June 2007
Creekside steakhouse, LLC January 1999 - April 2002
Skills
Team Building, Business Planning, Customer Service, Leadership, Marketing
Education
Boise State University 2004 — 2007
BBA, Business and Finance
College of Southern Idaho 2002 — 2004
AA, General
Pacific Capital Resource Group October 2008 - Present
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Finance, Investments, Small Business, Estate Planning, Mutual Funds, Disability Insurance, Risk Management, 401k, College Education..., Business Planning, Life Insurance, Portfolio Management
Education
Seattle University 2005 — 2008
Business, Management
Barcelona Business School 2008 — 2008
Study Abroad Program, Spanish/Business
Pacific Capital Resource Group July 2011 - Present
Skills
Finance, Financial Analysis, Management, Strategy, Strategic Planning, Microsoft Excel, Financial Modeling, Investments, Leadership, Customer Service
Education
Seattle University 2002 — 2004
Bachelor of Arts, Business Administration, Finance and Business Economics
Green River Community College 2000 — 2002
Associate of Arts Degree, Business
Slalom Consulting January 2013 - Present
Accenture July 2010 - January 2013
Brighton Jones Wealth Management January 2010 - August 2010
Dynamic Balance April 2009 - January 2010
Pacific Capital Resource Group January 2008 - April 2008
Washington Mutual July 2005 - September 2007
Skills
Investments, Program Management, Consulting, CRM, Business Process, Project Management, Analysis, Change Management, User Experience Design, Management Consulting, Process Improvement, Business Process...
Education
General Assembly 2015 — 2015
User Experience Design
University of Washington, Michael G. Foster School of Business 2007 — 2010
Bachelor's in Business Administration, Finance, Marketing, 3.71 GPA
Fidelity Investments May 2015 - Present
Fidelity Investments August 2013 - May 2015
Fidelity Investments April 2012 - August 2013
Fidelity Investments February 2012 - April 2012
Highland Capital Brokerage March 2011 - February 2012
Pacific Capital Resource Group August 2010 - March 2011
Skills
Retirement Planning, Investments, Wealth Management, Series 7, Series 65, Life & Health Insurance..., Series 63
Education
WU (Vienna University of Economics and Business) 2009 — 2010
International Business, Business
Oregon State University 2006 — 2010
Finance, Business Administration, Marketing, International Business
Pacific Capital Resource Group January 2015 - Present
Prudential Financial June 2014 - January 2015
Zones October 2013 - May 2014
Skills
Financial Analysis, Investments, Customer Service, Financial Modeling, Microsoft Excel, Investment Properties, Microsoft Office
Education
Washington State University 2008 — 2012
Bachelor of Arts (B.A.), Finance, General
Griffith University 2012 — 2012
International Finance
Kentwood High School 2004 — 2008
Pacific Capital Resource Group December 2014 - Present
T-Mobile June 2014 - October 2014
AT&T 2009 - 2014
Hastings Entertainment 2004 - 2008
Skills
Management, Sales Operations, Telecommunications, Customer Service, Employee Training, Customer Experience, Leadership, Inventory Management
Education
Lake Washington Technical College 2012 — 2014
Human Resource Management, Human Resource Management
Pacific Capital Resource Group 2011 - Present
TheEndline.com December 2009 - Present
GDC Financial Solutions 2006 - 2011
Tax & Financial Group 2006 - 2010
WM Financial Services 2004 - 2006
Northwest University 2000 - 2003
Skyhawks Sports Academies June 1999 - August 1999
Brownfield Promotions, Inc March 1996 - August 1997
Education
Snohomish High School 1992 — 1995
High School
Northwest University 1997 — 2000
BA, Business
Trinity Western University 1995 — 1996
General Studies
Kaplan University 2008 — 2008
Certificate, Financial Planning
Pacific Capital Resource Group June 2014 - March 2015
Wells Fargo June 2010 - May 2014
Skills
Customer Service, Management, Teamwork, Motivated self-starter, Finance, Credit, Banking, Sales, Financial Analysis, Loans, Bilingual, Small Business Lending, Leadership, Efficent, Microsoft Excel, Social Media, Microsoft Word, Microsoft Office
Education
Portland State University - School of Business 2010 — 2014
Bachelor's Degree, Finance
Pacific Capital Resource Group November 2014 - Present
Principal Financial Group April 2014 - October 2014
West Coast Tax & Accounting September 2010 - May 2014
Open Doors for Multicultural Families June 2012 - August 2013
Vietnamese Friendship Association July 2010 - June 2012
Skills
Estate Planning, Asset Allocation, Financial Needs Analysis, Business Continuity..., Mutual Funds, Buy-sell Agreements, Income Protection, IRAs, informal business..., Pension Plans, Business Overhead..., Executive Benefit..., Split Dollar Plans, Variable Annuities, Wealth Accumulation, Deferred Compensation, College Funding..., Long-term Care Insurance, Universal Life Insurance
Education
Seattle University
Bachelor's Degree, Economics/Finance
Green River Community College
Associate's Degree, General Business
Continuant Technologies July 2015 - Present
Continuant Technologies July 2013 - Present
Pacific Capital Resource Group February 2012 - September 2013
Liberty Wealth Strategies, LLC January 2011 - January 2012
Skills
Strategic Financial..., Investments, Wealth Management, Retirement Planning, Estate Planning, IRAs, Finance, Insurance, Microsoft Office, Financial Analysis, 401k, Financial Planners, Asset Managment, Risk Management, Accounting, Employee Benefits, Microsoft Excel, Pivot Tables, Account Management, Financial Accounting, Sales Management, Marketing Strategy, Small Business, Financial Planning
Education
Eastern Washington University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, 3.6
Pacific Capital Resource Group 2015 - Present
Skills
Call Centers, Team Leadership, Team Management, Vendor Management, Customer Experience, Sales, Coaching, Team Building, Leadership, Avaya, Microsoft Office, Analysis, Microsoft Excel, Recruiting, Customer Service, Business Analysis, Customer Retention, New Business Development, Customer Satisfaction, Change Management, Program Management, Management, Project Management, Strategic Planning, Marketing Strategy, Outsourcing, Microsoft Word, Workforce Management, CRM
Education
Portland State University - School of Business 2013 — 2015
Bachelor's degree, Finance and Financial Management Services
Portland Community College 2011 — 2013
Associate's degree, Finance, General
Pacific Capital Resource Group October 2014 - Present
MassMutual Financial Group December 2013 - November 2014
The Partners Group April 2013 - December 2013
COUNTRY ® Financial July 2011 - March 2013
Webtrends September 2010 - April 2011
APMC Mortgage June 2003 - December 2008
AIG VALIC November 1997 - July 2003
VanPelt's Christmas Trees October 1990 - January 2003
Skills
Strategic Financial..., Strategic Planning, Insurance, Financial Services, Property & Casualty..., Sales Management, Disability Insurance, Life Insurance, Key Person Insurance, Wealth Management, Retirement Planning, Fixed Annuities, Series 6, Series 63, 401k Rollovers, Investments, 401k, Simple IRA, Estate Planning, Small Business, Business Development, Long-term Care, Strategy, Entrepreneurship, Mortgage Lending, Finance, Retirement, IRAs, Long Term Care Insurance, Financial Planners, Term Life Insurance, Roth IRA, Employee Benefits, Variable Annuities, Financial Planning
Education
George Fox University 1990 — 1994
BS, Economics & Business Administration
Hesston 1988 — 1990
Associate of Arts (A.A.), Business Administration and Management, General
Keller Williams August 2015 - Present
Unishippers May 2014 - Present
Pacific Capital Resource Group October 2013 - February 2014
New York Life Insurance Company July 2011 - September 2013
New York Life July 2008 - July 2011
New York Life Insurance June 2005 - June 2008
Northwest Christian Church May 2003 - May 2005
Adventure Christian Church June 2000 - May 2003
Skills
Insurance, 401k Rollovers, Public Speaking, Estate Planning, Leadership, Strategy, Team Building, Long-term Care, Retirement, Accounting, Nonprofits, Securities, Recruiting, Business Development, Training, Fixed Annuities, Long Term Care Insurance, Small Business, Retirement Planning, IRAs, Term Life Insurance, Life Insurance, Whole Life, Financial Services, 401k, Financial Planners, Disability Insurance, Series 6, Finance, Strategic Financial..., Wealth Accumulation, Management, Employee Benefits, Health Insurance, Investments, Cold Calling, Sales, Business Planning, Business Networking, CRM, Marketing, Customer Service
Education
Emmanuel School of Religion 1997 — 2000
M.Div., Theology
Hope International University 1991 — 1996
BA, Theology/Theological Studies
Evanta June 2014 - Present
Evanta March 2014 - June 2014
London Institute July 2013 - February 2014
Pacific Capital Resource Group 2012 - July 2013
Chobani June 2012 - July 2012
Enterprise Rent-A-Car September 2011 - April 2012
Skills
Social Media Marketing, Event Management, Editing, Public Relations, Marketing Communications, Management, Microsoft Excel, PowerPoint, Microsoft Office, Facebook, Sales
Education
University of Oregon 2008 — 2012
Bachelor's Degree, Business Administration and Management
Copenhagen Business School 2011 — 2011
International Marketing & Global Advertising
University of Oregon - Charles H. Lundquist College of Business
Koenig Investment Advisory, LLC May 2014 - Present
George R. Pierce & Associates, LLC February 2013 - April 2014
Merrill Lynch February 2011 - October 2012
Merrill Lynch November 2008 - February 2011
Pacific Capital Resource Group November 2007 - July 2008
Education
Seattle University 2006 — 2007
Bachelor of Arts (B.A.), Finance
Bentley College 2003 — 2005
Finance
Amazon July 2015 - Present
Pacific Capital Resource Group June 2014 - March 2015
Sugar Mountain August 2014 - February 2015
Prospect Visual June 2014 - September 2014
Law Practice January 2013 - January 2014
Skills
Customer Service, Microsoft Office, Prezi, Employee Training, Teamwork, Public Speaking, PowerPoint, Social Networking, Leadership, Time Management
Education
University of Washington, Michael G. Foster School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Marketing, Entrepreneurship, Senior
The University of Manchester 2014 — 2014
Bachelor of Business Administration (BBA), Marketing, Operations and Supply Chain Management, Junior
Pacific Capital Resource Group July 2012 - Present
Young Life August 2010 - Present
Cannon Beach Conference Center June 2011 - August 2011
Cannon Beach Conference Center June 2010 - August 2011
Gonzaga University August 2009 - May 2010
Vector Marketing June 2009 - September 2009
Skills
PowerPoint, Public Speaking, Excel, Word, Teamwork
Education
Gonzaga University 2008 — 2012
School of Business Administration, Finance and Marketing
Gonzaga University - School of Business Administration 2008 — 2012
BA, Finance, Marketing
Bellarmine Preparatory School 2004 — 2008
Life Christian Academy
Daimler Trucks North America July 2015 - Present
Pacific Capital Resource Group May 2015 - July 2015
Launch Consulting Group July 2014 - May 2015
Talbot, Korvola & Warwick LLP June 2013 - August 2013
Java Unlimited April 2012 - September 2012
Oregon State University Foundation June 2012 - August 2012
American Eagle Outfitters April 2010 - January 2012
Skills
Customer Service, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, Teamwork, Retail, Cashiering, Inventory Management, Social Media, Financial Accounting, Financial Audits, Event Planning, Leadership, Management, Public Speaking, Recruiting, Social Networking, Team Leadership
Education
Oregon State University 2010 — 2014
Bachelor of Science, Finance, General
Shorewood High School 2006 — 2010
Pacific Capital Resource Group December 2013 - Present
Pacific Capital Resource Group, Inc. July 2008 - Present
Kotis Design June 2007 - May 2008
Salugenecists, Inc. April 2002 - February 2006
Skills
Financial Planners, Wealth, Risk Management, Securities, Employee Benefits
Education
The American College 2008 — 2010
ChFC, CLU, Financial Planning
University of Washington 2004 — 2008
B.A., Business Administration
Pacific Capital Resource Group July 2015 - Present
Sand Point Country Club April 2010 - April 2015
Oki Golf March 2008 - March 2010
Duke Golf Club June 2006 - March 2008
Starfire Golf Club September 2001 - May 2006
Skills
Customer Service, Management, Personnel Supervision, Team Management, Golf Course Management, Leadership, Operations Management, Job Coaching, Hospitality Management, Event Management, Sales, Hospitality, Event Planning, Inventory Management, Sports Marketing, Merchandising, Hospitality Industry, Marketing, Banquets, Resorts, Human Resources, Scheduling, Strategic Hiring, Sports Coaching, New Hire Orientations, New Hire Processes, Employee Training, Legal Compliance, Payroll, Retail Buying, Interviewing Skills, Microsoft Excel, Microsoft Word, PowerPoint
Education
Arizona State University 2004 — 2006
BIS, Business, Tourism Development and Management
University of Washington 1994 — 1999
International Studies
DA Davidson & Co. September 2014 - Present
D.A. Davidson & Co. April 2011 - August 2014
Pacific Capital Resource Group June 2010 - April 2011
Skills
Investments, Finance, Series 7, Financial Services, Financial Analysis, Insurance, Retirement Planning, Portfolio Management
Education
University of Idaho 2006 — 2010
Bachelor of Science (BS), Economics and Finance
University of the Pacific 2005 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Boeing December 2013 - Present
Boeing September 2012 - December 2013
The Boeing Company August 2007 - August 2012
Everett Golf & Country Club May 2001 - September 2007
Pacific Capital Resource Group December 2004 - August 2007
Skills
Onboarding, Human Resources, Recruiting, College Recruiting, Talent Acquisition, Performance Management, Building Relationships, Talent Management, Workforce Planning, Strategic Planning, Leadership Development, HR Policies, Interviews, Management, HR Strategy
Education
Seattle University 2011 — 2013
MBA, Business Administration
University of Washington, Michael G. Foster School of Business 2003 — 2007
Bachelor of Arts, Business Administration: Human Resources, Sales Certificate
Cascade High School
Wells Fargo Private Bank July 2008 - Present
Wells Fargo June 2007 - June 2008
Smith Barney July 2004 - June 2007
Pacific Capital Resource Group September 2001 - June 2004
Skills
Wealth Management, Series 7, Wealth Transfer, Series 66, Asset Allocation, High Net Worth..., Financial Planning, Trust Services, Investment Advisory, Comprehensive Wealth..., Insurance, Investment Strategies, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth, Wealth Management..., Finance, Portfolio Management, Investments
Education
The American College 2001 — 2003
Washington State University - College of Business and Economics 1997 — 2001
Bachelor's degree, Business - Finance
Nordstrom Inc September 2006 - Present
Amazon.com January 2006 - July 2006
Pacific Capital Resource Group March 2005 - December 2005
Skills
Financial Analysis, Analysis, Finance, Data Analysis, Microsoft Office, Microsoft Excel, Accounting, Financial Reporting, PowerPoint, Microsoft Word, Financial Modeling, Management, Customer Service
Education
University of Washington, Michael G. Foster School of Business 2003 — 2006
Bachelor of Arts (B.A.), Finance and Information Systems
Seattle Central Community College
Website Design with Adobe Dreamweaver
Cottonwood Residential January 2015 - Present
Walton International March 2007 - January 2015
Pacific Capital Resource Group April 2002 - February 2007
Skills
Investments, Real Estate, Investment Properties, Insurance, Retirement, Estate Planning, Sales Management, Series 63, Series 7, New Business Development, Sales, Finance, Marketing, Small Business
Education
University of Puget Sound 1998 — 2002
Bachelor's degree, Business/Managerial Economics
Pacific Capital Resource Group December 2014 - Present
Seattle Sneaker City October 1997 - Present
Prudential Financial November 2013 - December 2014
Carney & Marchi, P.S. April 2008 - October 2013
Sur La Table June 2009 - March 2011
Williams-Sonoma, Inc. November 1999 - May 2009
Education
University of Illinois at Chicago 1998 — 2002
University of Connecticut 1994 — 1998
Matisia Consultants September 2015 - Present
Pacific Capital Resource Group September 2011 - Present
Hot Yoga Inc. June 2011 - July 2012
Washington State Department of Social and Health Services September 2009 - September 2011
Washington State Department of Social and Health Services January 2008 - September 2009
Washington State Department of Social and Health Services September 2004 - January 2008
Skills
Applicant Tracking..., Career Development, Coaching, College Recruiting, Event Planning, Customer Service, Human Resources, Leadership Development, Microsoft Excel, Microsoft Office, Onboarding, Organizational..., Performance Management, PowerPoint, Public Speaking, Recruiting, Training, Management
Education
Seattle Pacific University 2007 — 2009
Master's, Industrial-Organizational Psychology
Central Washington University 2000 — 2004
Bachelor's, Psychology, Law & Justice
Griffith University 2003 — 2003
Psychology
Pacific Capital Resource Group July 2013 - Present
The Legacy Group March 2011 - March 2012
Creekside Mortgage, Inc. September 2009 - March 2011
Wilmington Finance June 2004 - September 2006
Skills
VA loans, Mortgage Lending, Residential Mortgages, Loans, FHA, Refinance, Mortgage Banking, Reverse Mortgages, Loan Origination, USDA, Construction Loans, Credit Analysis, FHA financing, Credit, Certified Mortgage..., Inside Sales &..., Life Insurance,..., FHA Financing
Education
Portland Community College 1992 — 1996
No, Engineering
Portland Community College 1992 — 1994
Mechanical Engineering
Cetera Advisor Networks LLC 2011 - Present
Pacific Capital Resource Group November 2010 - February 2011
Education
Pacific Lutheran University 2006 — 2010
Finance and Economics
Pacific Lutheran University - School of Business 2006 — 2010
Finance and Economics
United Planners Financial Services March 2013 - Present
Pacific Capital Resource Group November 2010 - February 2013
Skills
Estate Planning, Budgets, Retirement Planning, Investment Strategies, Financial Analysis, Trading, Strategic Financial..., Insurance, Asset Management, IRAs, Small Business, Data Analysis, Life Insurance, Employee Benefits, Investment Management, Event Management, Wealth Management, Sales, Mutual Funds, Asset Allocation, Management, Investments, Finance, New Business Development, Investment Advisory, Business Strategy, Financial Planners, Public Speaking, Advertising, Property & Casualty..., Sales Management, 401k, Long-term Care, Series 63, Term Life Insurance, Microsoft Office, Customer Service, Marketing, Business Analysis, Securities, Health Insurance, Credit, Disability Insurance, Retirement, Portfolio Management, Strategic Planning, Bonds, Microsoft Excel, Series 7, Fixed Annuities
Education
Lincoln University (NZ) 1999 — 2003
BComm, Agribusiness