Pacific Capital Resource Group

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Pacific Capital Resource Group Employees

Employee
Years
Job
Industry
Kevin MacMillan Kevin MacMillan Lake Oswego, Oregon Details
Kevin MacMillan's Pacific Capital Resource Group Experience October 2014 - Present
Job Financial Advisor at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Shudhi Datta Shudhi Datta Corvallis, Oregon Details
Shudhi Datta's Pacific Capital Resource Group Experience July 2015 - Present
Job Account Manager at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Clayton M. Smith Clayton M. Smith Portland, Oregon Area Details
Clayton M. Smith's Pacific Capital Resource Group Experience November 2010 - Present
Job Financial Advisor / Business Entrepreneur
Industry Financial Services
Experience
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

Jay See Jay See Greater Seattle Area Details
Jay See's Pacific Capital Resource Group Experience November 2013 - Present
Job Field Supervision Specialist at Pacific Capital Resource Group
Industry Investment Banking
Experience
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

Crystal Graham Crystal Graham Seattle, Washington Details
Crystal Graham's Pacific Capital Resource Group Experience January 2014 - Present
Job Director of First Impressions at Pacific Capital Resource Group
Industry Financial Services
Experience
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.)

Haris Ansari Haris Ansari Greater Seattle Area Details
Haris Ansari's Pacific Capital Resource Group Experience July 2012 - Present
Job Financial Advisor at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Josh Rice, JD, LUTCF Josh Rice, JD, LUTCF Greater Seattle Area Details
Josh Rice, JD, LUTCF's Pacific Capital Resource Group Experience August 2015 - Present
Job Investment Advisor at Pacific Capital
Industry Financial Services
Experience
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

Sean Jaqua Sean Jaqua Portland, Oregon Area Details
Sean Jaqua's Pacific Capital Resource Group Experience 2014 - April 2015
Job Finance Oriented Seeking A Challenging Position
Industry Financial Services
Experience
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

Jacob Kemmerer Jacob Kemmerer Greater Seattle Area Details
Jacob Kemmerer's Pacific Capital Resource Group Experience June 2013 - January 2014
Job Financial Services Professional at New York Life
Industry Financial Services
Experience
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

Rebecca O'Day Rebecca O'Day Haiku, Hawaii Details
Rebecca O'Day's Pacific Capital Resource Group Experience October 2011 - January 2013
Job Farmer at Olapono Farms
Industry Farming
Experience
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

Anthony Atchison Anthony Atchison Seattle, Washington Details
Anthony Atchison's Pacific Capital Resource Group Experience April 2014 - June 2014
Job Budget Fiscal Analyst Lead at Seattle Cancer Care Alliance
Industry Financial Services
Experience
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

Sebastian Kanczugowski Sebastian Kanczugowski Greater Seattle Area Details
Sebastian Kanczugowski's Pacific Capital Resource Group Experience January 2015 - Present
Job Financial Services Representative at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Andy Ouellette Andy Ouellette Lake Oswego, Oregon Details
Andy Ouellette's Pacific Capital Resource Group Experience August 2015 - Present
Job Recruiting Specialist at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Branden Garinger Branden Garinger Seattle, Washington Details
Branden Garinger's Pacific Capital Resource Group Experience 2013 - 2014
Job Account Manager at National Purchasing Partners
Industry Nonprofit Organization Management
Experience
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

Ellyn Edwards Ellyn Edwards Portland, Oregon Details
Ellyn Edwards's Pacific Capital Resource Group Experience May 2012 - August 2012
Job Underwriter at Kaiser Permanente
Industry Insurance
Experience
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

John-Michael Floyd John-Michael Floyd Greater Seattle Area Details
John-Michael Floyd's Pacific Capital Resource Group Experience January 2012 - December 2012
Job Financial Analyst at Amazon.com
Industry Financial Services
Experience
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

Kyonghui Miller Kyonghui Miller Greater Seattle Area Details
Kyonghui Miller's Pacific Capital Resource Group Experience November 2013 - Present
Job Account Executive/ Account Manager at Pacific Capital Resource Group
Industry Recreational Facilities and Services
Experience
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

Sara Stillwell Sara Stillwell Portland, Oregon Details
Sara Stillwell's Pacific Capital Resource Group Experience June 2014 - May 2015
Job Financial Analyst at Metal Toad
Industry Financial Services
Experience
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

Alexander Reed Alexander Reed Portland, Oregon Area Details
Alexander Reed's Pacific Capital Resource Group Experience November 2011 - Present
Job Wealth Management
Industry Financial Services
Experience
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

Tyler Bartlett, ChFC, CFP® Tyler Bartlett, ChFC, CFP® Greater Seattle Area Details
Tyler Bartlett, ChFC, CFP®'s Pacific Capital Resource Group Experience 2002 - 2004
Job Financial Advisor at Merriman
Industry Investment Management
Experience
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

Brady L. Hopkins, ChFC, MBA Brady L. Hopkins, ChFC, MBA Bellingham, Washington Area Details
Brady L. Hopkins, ChFC, MBA's Pacific Capital Resource Group Experience August 2007 - May 2011
Job Pricing Specialist at Cargill
Industry Dairy
Experience
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

Nathan Walters, CLU®, ChFC® Nathan Walters, CLU®, ChFC® Greater Seattle Area Details
Nathan Walters, CLU®, ChFC®'s Pacific Capital Resource Group Experience 1998 - 2000
Job President at Walters Wealth Management, LLC
Industry Financial Services
Experience
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

Barrett Henry, ChFC Barrett Henry, ChFC Bellevue, Washington Details
Barrett Henry, ChFC's Pacific Capital Resource Group Experience July 2011 - Present
Job Financial Advisor at Pacific Capital Resource Group, Inc
Industry Financial Services
Experience
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

Soren Smith Soren Smith Portland, Oregon Details
Soren Smith's Pacific Capital Resource Group Experience September 2012 - February 2013
Job Accounting Manager
Industry Accounting
Experience
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

Dean Kirkpatrick Dean Kirkpatrick Greater Seattle Area Details
Dean Kirkpatrick's Pacific Capital Resource Group Experience March 2011 - June 2011
Job Career Services Advisor at University of Washington, Information School
Industry Information Technology and Services
Experience
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

Adam Good Adam Good Portland, Oregon Area Details
Adam Good's Pacific Capital Resource Group Experience August 2013 - August 2014
Job Custom Fine Furniture and Cabinets
Industry Furniture
Experience
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

Michael Avzaradel Michael Avzaradel Greater Seattle Area Details
Michael Avzaradel's Pacific Capital Resource Group Experience October 2008 - Present
Job Financial Advisor at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Jeremiah Job, ChFC® Jeremiah Job, ChFC® Greater Seattle Area Details
Jeremiah Job, ChFC®'s Pacific Capital Resource Group Experience July 2011 - Present
Job Financial Advisor at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Mackenzie Strong Mackenzie Strong San Francisco Bay Area Details
Mackenzie Strong's Pacific Capital Resource Group Experience January 2008 - April 2008
Job Consultant at Slalom Consulting
Industry Management Consulting
Experience
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

Brad Gabriel Brad Gabriel Portland, Oregon Area Details
Brad Gabriel's Pacific Capital Resource Group Experience August 2010 - March 2011
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Chris Selvar Chris Selvar Bellevue, Washington Details
Chris Selvar's Pacific Capital Resource Group Experience January 2015 - Present
Job Financial Advisor at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Aimee Farley Aimee Farley Greater Seattle Area Details
Aimee Farley's Pacific Capital Resource Group Experience December 2014 - Present
Job Investment Processor
Industry Financial Services
Experience
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

Mark A. Sterley, CFP® Mark A. Sterley, CFP® Greater Seattle Area Details
Mark A. Sterley, CFP®'s Pacific Capital Resource Group Experience 2011 - Present
Job CERTIFIED FINANCIAL PLANNER™ Professional at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Anastasiya Bondarchuk Anastasiya Bondarchuk Portland, Oregon Details
Anastasiya Bondarchuk's Pacific Capital Resource Group Experience June 2014 - March 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Tinh Vu Tinh Vu Seattle, Washington Details
Tinh Vu's Pacific Capital Resource Group Experience November 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Dustin Merryman Dustin Merryman Bellevue, Washington Details
Dustin Merryman's Pacific Capital Resource Group Experience February 2012 - September 2013
Job Business Analyst at Continuant
Industry Telecommunications
Experience
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

James Sylvia James Sylvia Portland, Oregon Details
James Sylvia's Pacific Capital Resource Group Experience 2015 - Present
Job Pacific Capital Resource Group
Industry Financial Services
Experience
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

Mike VanPelt Mike VanPelt Portland, Oregon Area Details
Mike VanPelt's Pacific Capital Resource Group Experience October 2014 - Present
Job Financial Services Professional at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Michael Tanner Michael Tanner Portland, Oregon Area Details
Michael Tanner's Pacific Capital Resource Group Experience October 2013 - February 2014
Job We Sell Houses
Industry Transportation/Trucking/Railroad
Experience
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

Alexander Leonard Alexander Leonard Portland, Oregon Details
Alexander Leonard's Pacific Capital Resource Group Experience 2012 - July 2013
Job Program Director at Evanta
Industry Computer Software
Experience
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

Jeff McCullough Jeff McCullough Ashland, Oregon Details
Jeff McCullough's Pacific Capital Resource Group Experience November 2007 - July 2008
Job Investment Advisor at Koenig Investment Advisory
Industry Financial Services
Experience
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

Megan Langberg Megan Langberg Seattle, Washington Details
Megan Langberg's Pacific Capital Resource Group Experience June 2014 - March 2015
Job Brand Specialist at Amazon
Industry Marketing and Advertising
Experience
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

Zach Hamilton Zach Hamilton Greater Seattle Area Details
Zach Hamilton's Pacific Capital Resource Group Experience July 2012 - Present
Job Financial Advisor at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Ali Hascall Ali Hascall Portland, Oregon Details
Ali Hascall's Pacific Capital Resource Group Experience May 2015 - July 2015
Job Talent Acquisition Recruiter Engineering at Daimler Trucks North America
Industry Transportation/Trucking/Railroad
Experience
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

Zachary Meissner, ChFC, CLU, CFP® Zachary Meissner, ChFC, CLU, CFP® Greater Seattle Area Details
Zachary Meissner, ChFC, CLU, CFP®'s Pacific Capital Resource Group Experience December 2013 - Present
Job Vice President at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Sean Diven Sean Diven Greater Seattle Area Details
Sean Diven's Pacific Capital Resource Group Experience July 2015 - Present
Job Account Manager at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Tim H. Ganahl Tim H. Ganahl Bellevue, Washington Details
Tim H. Ganahl's Pacific Capital Resource Group Experience June 2010 - April 2011
Job Financial Advisor with the Shaughnessy Group at DA Davidson & Co.
Industry Financial Services
Experience
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

Ali Myers Ali Myers Greater Seattle Area Details
Ali Myers's Pacific Capital Resource Group Experience December 2004 - August 2007
Job Strategic Workforce Planning, Senior Manager at Boeing
Industry Human Resources
Experience
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

Rory Clements, CFP Rory Clements, CFP San Francisco Bay Area Details
Rory Clements, CFP's Pacific Capital Resource Group Experience September 2001 - June 2004
Job Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Bao Ly Bao Ly Greater Seattle Area Details
Bao Ly's Pacific Capital Resource Group Experience March 2005 - December 2005
Job Financial Analyst at Nordstrom Inc
Industry Retail
Experience
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

Jordon Plapinger Jordon Plapinger Greater Seattle Area Details
Jordon Plapinger's Pacific Capital Resource Group Experience April 2002 - February 2007
Job Director, Capital Markets
Industry Financial Services
Experience
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

Caroline Cho Caroline Cho Bellevue, Washington Details
Caroline Cho's Pacific Capital Resource Group Experience December 2014 - Present
Job Financial Services Representative at Pacific Capital Resource Group
Industry Financial Services
Experience
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

Carly Goosman Carly Goosman Greater Seattle Area Details
Carly Goosman's Pacific Capital Resource Group Experience September 2011 - Present
Job Recruiter at Matisia Consultants
Industry Management Consulting
Experience
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

Kevin J. Lawson Kevin J. Lawson Vancouver, Washington Details
Kevin J. Lawson's Pacific Capital Resource Group Experience July 2013 - Present
Job Creekside Mortgage, Inc.
Industry Financial Services
Experience
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

Kyle Spitzer Kyle Spitzer Greater Seattle Area Details
Kyle Spitzer's Pacific Capital Resource Group Experience November 2010 - February 2011
Job Financial Advisor
Industry Financial Services
Experience
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

Nic White Nic White Portland, Oregon Area Details
Nic White's Pacific Capital Resource Group Experience November 2010 - February 2013
Job Registered Rep at United Planners Financial Services
Industry Financial Services
Experience
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