Pacific West Financial Group
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Pacific West Financial Group Employees
McKay Wealth Management December 2012 - Present
Pacific West Financial Group October 2010 - June 2012
Pacific West Financial Group June 2000 - October 2010
Culver Insurance Agency March 1997 - June 2000
Bank of America (formerly Sea First) September 1985 - October 1991
TRA June 1983 - September 1985
Skills
Insurance License, Investment Advisory, Mutual Funds, Insurance, Asset Allocation, Series 7, Securities, Investments
Education
Green River Community College
University of Washington Experimental College
Rhododendron Books 2010 - Present
The Planner's Edge August 1990 - Present
Pacific West Financial Group August 1981 - June 1990
Skills
Non-fiction, Editing, Published Author, Books, Fiction, Publishing, Creative Writing, Ebooks, Proofreading, Freelance Writing, Copy Editing, Blogging, Newsletters, Copywriting, Public Speaking, Web Content, Literature
Education
University of Washington 1977 — 1980
Graduate Work, Education
Pacific Lutheran University 1972 — 1976
BA Education, English
Pacific West Financial Group May 2002 - Present
Pacific West Securities 2002 - March 2012
Great Northern Financial Services November 2001 - June 2002
Skills
Financial Advisory, Fiduciary, Recruiting, Alternative Investments, Series 7, Securities, Investment Advisory, Investments, Mutual Funds, Wealth Management, Asset Managment, Investment Strategies, Series 63, Strategic Financial..., Portfolio Management, Corporate Governance, FINRA, Asset Management, Venture Capital, Private Placements, Financial Services, Asset Allocation, Investment Management, Equities, Teamwork, Private Equity, Fixed Annuities, Finance, Leadership, 401k, Financial Markets, Series 24, Due Diligence, Business Intelligence, Economics, Bonds, Financial Planning
Education
Washington State University 1990 — 1993
MA, Economics-Finance
Gonzaga University 1988 — 1990
Bachelor of Arts (B.A.), Economics
Investor FAN January 2012 - Present
Pacific West Financial Group August 2003 - February 2012
Merrill Lynch February 2000 - August 2003
Skills
Investments, Financial Advisory, Financial Services, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Finance, Asset Management, Retirement Planning
Education
Kansas State University 1988 — 1991
Bachelor's degree
Cetera Advisor Networks LLC June 2013 - Present
Symetra Investment Services August 2012 - May 2013
Pacific West Financial Group February 2009 - March 2012
Pacific West Financial Group July 2006 - February 2009
Pacific West Financial Group July 2005 - July 2006
Monolith Productions 2004 - 2005
Fiserv Securities 2003 - 2004
Skills
Compliance Management, Financial Analysis, Financial Management, Event Planning, Event Management, Compliance Audits, Staff Development, Staff Management, Staff Training, Staff Mentoring, Client Services, Broker-Dealer, Solution Implementation, Key Account Management, Financial Services, Quality Auditing
Education
Northern Arizona University
Cetera Advisors LLC March 2012 - Present
Record Searchlight 2009 - Present
Next Level Investment Management March 1994 - Present
Pacific West Financial Group 1994 - February 2012
Education
California Polytechnic State University-San Luis Obispo 1987 — 1990
Bachelors of Arts, Political Science/Pre-Law
Pacific West Financial Group September 2005 - March 2012
National Securities February 1982 - September 2005
Skills
Series 7, FINRA, Series 63, Mutual Funds, Alternative Investments, Retirement Planning, Wealth Management, Bonds, Securities, Financial Markets, Retirement, Equities, Asset Allocation, Series 55, Equity Trading, OTC, Purchase & Sale..., Margin
Education
Eastern Washington University
NetApp November 2014 - Present
Redapt, Inc. February 2010 - November 2014
Pacific West Financial Group September 2005 - February 2010
Skills
Virtualization, Force10, Servers, VMware Infrastructure, Citrix, RightScale, Hybrid Cloud, NetApp, Dell Computers, Private Cloud, IaaS, HP Storage, Cloud Storage, HP Servers, Active Directory, Hardware, Dell PowerEdge Servers, Microsoft Exchange, Data Center, Cloud Computing, Networking, Storage, Solution Selling
Education
Bellevue College
South Kitsap High School
Allied Health Group October 2014 - Present
Adecco Group November 2013 - September 2014
Sorrento Lactalis April 2012 - December 2013
Northwest Nazarene University August 2011 - May 2012
Northwest Nazarene University May 2009 - May 2012
Pacific West Financial Group May 2011 - September 2011
Nampa Chamber of Commerce January 2011 - May 2011
Trosper Dental Care June 2008 - August 2010
Skills
Creative Problem Solving, Strategic Planning, Product Marketing, Marketing Strategy, Team Leadership, Innovator, Social Networking, Social Media, Social Media Marketing, Management, Microsoft Office, PowerPoint, Marketing, Recruiting, Event Planning, Human Resources, Customer Service, Leadership, Public Speaking, Interviews, Time Management
Education
Northwest Nazarene University 2008 — 2012
Bachelor's Degree, Marketing, Business Administration
Capital High School
Integrous December 2010 - Present
Cleantech Open 2012 - Present
Golden Gate University January 2011 - Present
Financial Planning Association - San Francisco Chapter 2013 - Present
Far West Roundup 2009 - Present
Pacific West Financial Group August 2007 - November 2010
Sigma Financial December 2003 - August 2007
Fannie Mae 1998 - 2000
Fannie Mae 1996 - 1998
J.P. Morgan 1995 - 1995
Skills
Strategic Financial..., Investment Management, Financial Services, Financial Planners, Portfolio Management, Investments, Asset Managment, Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Asset Allocation, Estate Planning, Risk Management, Personal Finance, Series 7, Mutual Funds, Investment Strategies, Financial Analysis, Alternative Investments, Wealth, Securities, Retirement, Equities, Fixed Annuities, 401k, Pensions, Series 63, Finance, Financial Modeling, Insurance, Bonds, Financial Markets, Personal Financial..., Life Insurance, Small Business, Relationship Management, Corporate Finance, Long-term Care, Employee Benefits, Business Development, Financial Risk, Executive Management, IRAs, Stocks, Disability Insurance, Investment Properties, Tax, Business
Education
MIT Sloan School of Management 1994 — 1996
Master of Business Administration (MBA), Financial Management
Golden Gate University 2007 — 2009
Master of Science (MS), Financial Planning
MIT Center for Real Estate 1993 — 1994
Candidate, Master of Science (MS), Real Estate
Massachusetts Institute of Technology 1979 — 1983
Bachelor of Science (BS), Electrical Engineering & Computer Science
Zip Realty, Inc February 2015 - Present
Home April 2014 - Present
Pacific West Financial Group July 2006 - March 2012
National Securities Corp 1987 - 2000
Education
Pepperdine University
Cetera Advisors, LLC March 2012 - Present
Advisor Support Services, LLC. January 2012 - Present
Pacific West Financial Group June 2007 - March 2012
First Allied Securities 2000 - 2005
Skills
Series 7, Securities, Mutual Funds, Series 63, Alternative Investments, Investments, Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, Equities, Financial Advisory, Retirement, FINRA, Series 24, Trading
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 — 1997
Bachelor of Science (BS), International Business
RIA Match February 2011 - Present
Buchanan Consulting August 2009 - February 2011
Buchanan Consulting 2009 - 2010
Forward Capital March 2009 - July 2009
Pacific West Financial Group August 2005 - February 2009
Veard and Lowe Investments 1991 - 2005
Boston Bay Capital Company January 1990 - January 1991
Johnston Lemon & Co January 1986 - January 1989
Folger, Nolan, Fleming Douglas January 1983 - January 1986
Skills
Series 7, Alternative Investments, Securities, Investments, Wealth, Institutional, Investment Advisory, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Asset Management, Series 63, Financial Planning, Portfolio Management, Investment Strategies, Retirement, Retirement Income..., FINRA, Series 24, Financial Markets, Financial Analysis, Equities, Mutual Funds, Financial Services, Financial Planners, Finance, Investment Management, Estate Planning, Mergers & Acquisitions, Wealth Management..., Bonds, Hedge Funds, IRAs, RIAs
Education
University of Michigan 1981 — 1983
BA, Economics
Pacific West Financial Group June 2010 - March 2012
REI, Inc October 2009 - December 2009
Highline Community College April 2009 - June 2009
Holman Distribution Center of Washington September 2007 - April 2008
Summit Logistics, Inc May 2000 - September 2007
Airborne Express June 1990 - May 2000
Skills
Human Resources, Payroll Administration, Accounts Payable, Microsoft Office, Customer Relations, Accounts Receivable, Quickbooks, Excel, Payroll, Payroll Processing, Word, Reconciliation, Outlook, Spreadsheets, PowerPoint, Bookkeeping, Customer Service, General Ledger, Access, Account Reconciliation, Data Entry, ADP, Administrative Support, Benefits Administration, Inventory Management, Employee Benefits, Financial Accounting, 401k, Reconciliations, Problem Solving, Scheduling, Record Keeping, Administrative..., Financial Advisory, Retirement, Financial Statements, Series 7, Microsoft Excel
Education
Highline College 2008 — 2009
Certificate, Bookkeeping
Highline Community College
Certificate, Bookkeeping
Gunn Financial March 2012 - Present
Pacific West Financial Group 2000 - February 2012
Skills
Mutual Funds, Series 7, Asset Allocation, Investment Advisory, Investments, Investment Strategies, Retirement Planning, Wealth Management, Equities, Asset Management, Securities, Portfolio Management, Private Equity, Financial Markets, Series 63, Retirement, Financial Advisory, Alternative Investments, Asset Managment
Education
UC Davis 1987 — 1992
BA, Economics
University of California, Davis 1987 — 1992
BA, Economics
Integrated Investment Solutions May 2010 - Present
Pacific West Financial Group October 2004 - May 2010
Brecek & Young April 2000 - October 2004
Skills
Tax, Finance, Securities, Financial Services, FINRA, Retirement Planning
Education
The University of Montana - School of Business Administration 1996 — 1998
Master of Business Administration (MBA)
The University of Montana 1976 — 1981
Bachelor of Arts (B.A.), Economics
Williams Palmer, LLC 2002 - Present
Pacific West Financial Group October 1996 - February 2002
American Express Financial Advisors April 1995 - October 1996
ADP 1992 - 1994
IBM 1989 - 1992
United States Marine Corps 1985 - 1989
Skills
Personal Financial..., Investment Strategies, Investments, Investment Management, Investment Advisory, Alternative Investments, Asset Allocation, ETFs, Wealth, Financial Planners, Financial Advisory, Wealth Management..., Retirement Planning, Estate Planning, IRAs
Education
Pepperdine University 1988 — 1991
Master of Business Administration (M.B.A.)
Penn State University 1982 — 1985
Bachelor of Science (B.Sc.), Mechanical Engineering
Group Health Cooperative July 2009 - Present
WAMU January 2006 - March 2009
EK Riley Investments August 2003 - December 2005
Pacific West Financial Group January 2003 - July 2003
Ragen MacKenzie / Wells Fargo Investments February 1998 - December 2002
Skills
Mergers & Acquisitions, Investments, Portfolio Management, Valuation, Securities, Insurance, Finance, Sarbanes-Oxley Act, Risk Management, Strategic Planning, Strategy, Fixed Income, Accounting, Corporate Finance, Auditing, Strategic Financial..., Financial Services, Financial Reporting, Forecasting, Trade Finance
Education
University of Tennessee-Knoxville 1993 — 1998
Bachelors, Finance
CFA Institute
Regis University
MBA, Business
Core Vision Communications June 2008 - Present
Pacific West Financial Group September 2004 - May 2008
Education
University of Maine 1994 — 1999
BTC Group January 2014 - Present
RP/6 February 2015 - June 2015
Schultz Family Foundation July 2014 - February 2015
Bill & Melinda Gates Foundation October 2012 - June 2014
Bill & Melinda Gates Foundation January 2009 - October 2012
Pacific West Financial Group June 2005 - January 2009
US Army 1999 - 2005
Skills
Grants, Nonprofits, Community Outreach, Leadership Development, Team Building, Strategic Communications, Policy, Policy Analysis, Event Planning, Philanthropy, Program Development, Volunteer Management, Program Evaluation, Leadership, Grant Writing, Fundraising, Program Management, Training, Research
Education
University of California, Davis
BS, Human Development
Green River Community College June 2013 - Present
Commonwealth Financial Network September 2002 - December 2004
Pacific West Financial Group July 2000 - August 2001
Pacific Harbor Securities, Inc. February 1997 - June 2000
A. E. Raketty Company December 1995 - January 1997
Central Transmission March 1995 - November 1995
Great Western Financial Securities June 1994 - March 1995
Paine Webber November 1991 - June 1994
Pacific West Investment Service, Inc. May 1988 - July 1991
The Commercial Bank August 1982 - April 1988
Skills
Typing, 10 Key, Microsoft Office, Microsoft Excel, Microsoft Word, Tax Preparation, Trading, Compliance, Operations Management, Sales and Marketing..., Securities Back Office, Personal Trust..., Personal Financial..., Bank and Securities..., Securities Wire Operator, Training Sales..., Accounts Payable, Accounts Receivable
Education
Green River Community College 2011 — 2013
Associate of Applied Arts, Business Management, Graduated with High Honors, 2013
Chemeketa Community College 1981 — 1987
Banking and Finance
SST Travel School 1980 — 1980
Travel Agent, Tourism and Travel Services Management
Willamette University 1979 — 1980
Pre-Law Studies
Pacific West Financial Group November 2000 - May 2010
Hansen’s Florist November 1999 - March 2000
Washington Energy Services March 1999 - November 1999
Education
Seattle Pacific University 1996 — 2000
Bachelor of Arts, Business Computer Science, Accounting
The Dabbler January 1971 - Present
Pacific West Financial Group 2007 - 2008
U.S. Navy August 1976 - January 1997
Skills
Team Building, Customer Service, Social Media, Strategic Planning, Microsoft Office, Retail, Event Planning, Budgets, Public Speaking, Marketing, Coaching, Social Media Marketing, Social Networking, Entrepreneurship, Advertising, Sales, Sales Management, New Business Development, Training, Event Management, Marketing Strategy, Online Advertising, Public Relations, Leadership, Small Business, Leadership Development
Education
Seattle Pacific University 1985 — 1991
BS Computer Science
Highline Community College - unemployed April 2011 - Present
Housing Justice Program December 2011 - April 2012
Cox Financial Services of Raymond James Financial Inc. April 2010 - November 2010
Pacific West Financial Group November 2005 - July 2008
Pension Planners Securities & Insurance Inc. April 2004 - July 2005
Jack White & Company/TD Waterhouse/now d/b/s TD Ameritrade April 1996 - July 2000
Skills
MS Word--Advance Skills, MS Office..., PDF--intermediate Skills, Abacus--Have been..., Internet, Administration, Summation--at..., HotDocs--highline--begin..., Adobe Creative Suite, Adobe Acrobat, LexisNexis, Trialdirector, Westlaw, Computer Assisted..., Research, Computers, Microsoft Office, Microsoft Excel, Notary Public, System Administration, Estate Planning, PowerPoint, Microsoft Word, Training, Outlook, Access, Data Entry, Administrative..., Legal Writing, Legal Research
Education
CSU Sacramento 2002 — 2005
Master's degree, English Language and Literature/Letters
Cal State San Bernardino 1998 — 2001
Bachelor's degree, English Language and Literature/Letters, 3.6
Highline College
Highline College
Clarisonic October 2012 - February 2013
U.S Dept. of Justice April 2009 - October 2012
Pacific West Financial Group 2006 - 2009
Seattle Mortgage June 2005 - July 2006
Skills
Fraud, AML, Analysis, Due Diligence, Financial Analysis, Certified Fraud Examiner, Risk Management, Private Investigations, Management, Portfolio Management, Credit Card Fraud, Suspicious Activity..., Financial Crimes..., Financial Investigation, Internet Investigations, Investigation, Anti Money Laundering, FinCEN, Leadership, Asset Forfeiture, Asset Investigations, Auditing, Customer Service, Finance, Financial Strategy, Compensation Strategies
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of San Francisco
B.S., Bachelors of Science, Finance