Pacific West Financial Group

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Pacific West Financial Group Employees

Employee
Years
Job
Industry
Dona Culver Dona Culver Greater Seattle Area Details
Dona Culver's Pacific West Financial Group Experience October 2010 - June 2012
Job Executive Assistant at McKay Wealth Management
Industry Financial Services
Experience
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

Deanna Nowadnick Deanna Nowadnick Greater Seattle Area Details
Deanna Nowadnick's Pacific West Financial Group Experience August 1981 - June 1990
Job Author at Rhododendron Books
Industry Publishing
Experience
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

Tony Pizelo Tony Pizelo Greater Seattle Area Details
Tony Pizelo's Pacific West Financial Group Experience May 2002 - Present
Job PhD Student Seattle Pacific University
Industry Research
Experience
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

Rod Ehrlich Rod Ehrlich Snoqualmie, Washington Details
Rod Ehrlich's Pacific West Financial Group Experience August 2003 - February 2012
Job Helping Advisors grow and manage their practice.
Industry Financial Services
Experience
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

Howard Englehart Howard Englehart Redmond, Washington Details
Howard Englehart's Pacific West Financial Group Experience February 2009 - March 2012
Job OSJ Supervision Specialist at Cetera Advisor Networks LLC
Industry Financial Services
Experience
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

Lewis Chamberlain Lewis Chamberlain Redding, California Area Details
Lewis Chamberlain's Pacific West Financial Group Experience 1994 - February 2012
Job Retirement Planning Professional & Financial Columnist
Industry Financial Services
Experience
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

Cheri Clark Cheri Clark Spokane, Washington Details
Cheri Clark's Pacific West Financial Group Experience September 2005 - March 2012
Job Macaulay & Associates
Industry Financial Services
Experience
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

Ken LaPier Ken LaPier Greater Seattle Area Details
Ken LaPier's Pacific West Financial Group Experience September 2005 - February 2010
Job Systems Engineer at NetApp
Industry Information Technology and Services
Experience
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

Lauren Hartford Lauren Hartford Seattle, Washington Details
Lauren Hartford's Pacific West Financial Group Experience May 2011 - September 2011
Job Recruiter at Allied Health Group
Industry Hospital & Health Care
Experience
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

Kian Nobari Kian Nobari San Francisco Bay Area Details
Kian Nobari's Pacific West Financial Group Experience August 2007 - November 2010
Job Helping Clients Achieve Financial Peace and Live Purposeful Lives
Industry Financial Services
Experience
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

Tim Row Tim Row Greater Seattle Area Details
Tim Row's Pacific West Financial Group Experience July 2006 - March 2012
Job Zip Realty, Inc
Industry Real Estate
Experience
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

Luca Procel Luca Procel Greater Seattle Area Details
Luca Procel's Pacific West Financial Group Experience June 2007 - March 2012
Job President at Advisor Support Services, LLC.
Industry Financial Services
Experience
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

Mary Ann Buchanan Mary Ann Buchanan Washington D.C. Metro Area Details
Mary Ann Buchanan's Pacific West Financial Group Experience August 2005 - February 2009
Job Founder and CEO at RIA Match
Industry Financial Services
Experience
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

Suzanne Conner Suzanne Conner Greater Seattle Area Details
Suzanne Conner's Pacific West Financial Group Experience June 2010 - March 2012
Job Assistant Plan Administrator at Farmer & Betts
Industry Logistics and Supply Chain
Experience
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

Jerald Gunn Jerald Gunn San Francisco Bay Area Details
Jerald Gunn's Pacific West Financial Group Experience 2000 - February 2012
Job Owner, Gunn Financial
Industry Financial Services
Experience
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

John K. Faust, MBA John K. Faust, MBA Missoula, Montana Details
John K. Faust, MBA's Pacific West Financial Group Experience October 2004 - May 2010
Job Financial Advisor and Registered Principal of SII at Integrated Investment Solutions
Industry Financial Services
Experience
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

Graham Williams, MBA CFP® Graham Williams, MBA CFP® Scottsdale, Arizona Details
Graham Williams, MBA CFP®'s Pacific West Financial Group Experience October 1996 - February 2002
Job Owner, FInancial Advisor at Williams Palmer, LLC
Industry Financial Services
Experience
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

Jay Pillatsch Jay Pillatsch Greater Seattle Area Details
Jay Pillatsch's Pacific West Financial Group Experience January 2003 - July 2003
Job Treasury & Investments
Industry Insurance
Experience
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

Vladimir Galo Vladimir Galo Bangor, Maine Area Details
Vladimir Galo's Pacific West Financial Group Experience September 2004 - May 2008
Job Account Executive at Core Vision Communications
Industry Investment Management
Experience
Core Vision Communications   June 2008 - Present
Pacific West Financial Group   September 2004 - May 2008

Education
University of Maine   1994 — 1999

Alisa Stevens Alisa Stevens Greater Seattle Area Details
Alisa Stevens's Pacific West Financial Group Experience June 2005 - January 2009
Job CoFounder at BTC Group
Industry Professional Training & Coaching
Experience
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

Barbara Colby Barbara Colby Greater Seattle Area Details
Barbara Colby's Pacific West Financial Group Experience July 2000 - August 2001
Job Business Management Graduate at Green River Community College
Industry Investment Management
Experience
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

Judy Zaccaria Judy Zaccaria Greater Seattle Area Details
Judy Zaccaria's Pacific West Financial Group Experience November 2000 - May 2010
Job Accounting Professional
Industry Accounting
Experience
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

Anne Servello Anne Servello Greater Seattle Area Details
Anne Servello's Pacific West Financial Group Experience 2007 - 2008
Job Owner at The Dabbler
Industry Retail
Experience
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

David Dart David Dart Greater Seattle Area Details
David Dart's Pacific West Financial Group Experience November 2005 - July 2008
Job Financial Back Office & Administrative Assistant
Industry Legal Services
Experience
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

Dwayne McClain, CFE Dwayne McClain, CFE Seattle, Washington Details
Dwayne McClain, CFE's Pacific West Financial Group Experience 2006 - 2009
Job MBA Candidate (2016), Northeastern University
Industry Banking
Experience
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