Phillips and Company Wealth Strategies
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Phillips and Company Wealth Strategies Employees
Process Prodigy February 2011 - Present
Self-employed January 2012 - June 2014
Type A Financial October 2012 - June 2013
Phillips and Company Wealth Strategies July 1995 - April 2001
Skills
Event Planning, Marketing, Management, Microsoft Office, Customer Service, Team Leadership, Public Speaking, Team Building, Marketing Strategy, Social Media Marketing, Training, Sales, Fashion
Education
Marylhurst University
Brayshaw Financial Group LLC December 2013 - Present
UBS Financial Services Inc. September 2011 - October 2013
Gryphone Global November 2009 - August 2011
Black Rose Equity Management LLC August 2009 - December 2009
Phillips and Company Wealth Strategies 2008 - 2009
Directors Mortgage 2005 - 2008
Education
Liberty University 1999 — 2002
Biblical Studies, Music
Glencoe High School 1992 — 1994
Clifford Swan Investment Counsel March 2015 - Present
Capital Group (American Funds) January 2015 - February 2015
Jensen Investment Management (Jensen Quality Growth Fund - JENIX) September 2013 - January 2015
Stoel Rives LLP March 2012 - September 2013
US Bank August 2011 - March 2012
Phillips and Company Wealth Strategies April 2011 - July 2011
Skills
Equity Research, Asset Management, Financial Modeling, Valuation, Financial Analysis, Quantitative Analytics, Investments, Financial Reporting, Performance Reporting, Microsoft Excel, Salesforce.com, SQL, Bloomberg Terminal, Morningstar Direct, Advent, TPA, IPM
Education
Willamette University - Atkinson Graduate School of Management 2012 — 2016
Master of Business Administration (MBA), Finance
Oregon State University 2007 — 2010
Bachelor of Science, Finance
Appirio August 2014 - Present
WrapManager, Inc November 2013 - August 2014
Phillips and Company Wealth Strategies December 2009 - October 2013
Phillips and Company Wealth Strategies August 2009 - December 2009
Black Rose Equity Management, LLC December 2008 - June 2009
Banc of America Investments May 2008 - December 2008
Banc of America Investments November 2006 - May 2008
Countrywide Full Spectrum Lending May 2005 - November 2006
Phillips and Company Wealth Strategies January 1998 - May 2005
Skills
Wealth Management, Portfolio Management, Leadership, CRM, Sales Operations, Salesforce.com..., Project Management, SaaS, Strategy Alignment, Executive Management, Information Technology, Leading..., Series 65, Business Analysis, Business Process
Education
Florida Institute of Technology 2014 — 2016
Master of Business Administration (MBA), Information Technology
University of Phoenix 2001 — 2005
B.S., Management & Marketing
The Standard May 2014 - Present
Farmers Insurance 2008 - December 2013
Farmers Insurance 2006 - 2008
Farmers Insurance 2005 - 2006
Farmers Insurance Agent 2004 - 2005
Phillips and Company Wealth Strategies 2003 - 2004
Skills
Insurance, Leadership, Underwriting, Process Improvement, Property & Casualty..., Homeowners, Call Centers, General Insurance, Customer Experience, Strategy, Customer Service, Analysis, Health Insurance, Coaching, Training, customer care, Management, Microsoft Office, Quality Assurance, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Team Building, Employee Training, Project Management, Time Management, Performance Management, Change Management
Education
Oregon State University 1999 — 2003
Bachelor of Business Administration (BBA), Marketing
Sherwin Williams January 2010 - Present
Phillips and Company Wealth Strategies September 2009 - May 2010
Skills
Market Development, Outside Sales, Cold Calling, Coatings, Sales Management, Sales, Sales Operations, Account Management, Sales Process, Sales Force Development, Paint, Key Account Management, New Business Development, Key Account Development, Direct Sales, Sales Presentations, Sales Growth, B2B, Selling, Negotiation, Marketing, Contract Negotiation, CRM, Building Relationships, Inside Sales, Market Research, International Business, Marketing Strategy
Education
University of Oregon 2004 — 2009
Bachelor of Science (B.S.), Political Science and Government
Cleveland High School 2001 — 2004
High School Diploma
Moss Adams LLP September 2007 - Present
Phillips and Company Wealth Strategies July 2000 - December 2004
Construction Machinery, Inc 1996 - 1999
Skills
Financial Statement..., Internal Controls, US GAAP, Financial Reporting, Loan File Reviews, Credit Unions, Community Banking, SOX 404, Regulatory Compliance, Financial Institutions, Financial Analysis, CPA, GAAP
Education
Portland State University - School of Business 2004 — 2007
Bachelor of Science (B.S.), Accounting and Finance
University of Alaska Fairbanks 1996 — 1997
Goal Line Financial September 2008 - Present
Phillips and Company Wealth Strategies July 1998 - September 2008
Skills
Business Development, Business Planning, Investments, Mergers & Acquisitions, Strategic Planning, New Business Development, Business Strategy, Start-ups, Entrepreneurship
Education
Oregon State University 1994 — 1998
Wells Fargo Advisors September 2009 - Present
Washington Mutual April 2003 - September 2009
Phillips and Company Wealth Strategies March 1999 - March 2003
Skills
Financial Guidance, Investments, Insurance, Finance, Financial Advisory, Wealth Management, Series 7, Series 63, Mutual Funds, Retirement, Mortgage Lending, Customer Service, Financial Planning, Banking, Retirement Planning, Portfolio Management, Asset Allocation, Credit
Education
Oregon State University 1994 — 1998
Bachelor of Arts (B.A.), Speech Communication
Paulson Investment Co. June 2012 - Present
Hagen Compliance LLC 2011 - Present
Phillips and Company Wealth Strategies November 2000 - January 2011
FINRA (formerly NASD) August 1998 - November 2000
Skills
Securities Compliance..., Expert Witness, Case Analysis, Broker Dealer Compliance, Procedure Development, Teaching, Relationship Development, Operations Management, Auditing, Testing, Compliance, Securities, Due Diligence, AML, Risk, FINRA, Broker-Dealer, Financial Risk, Investment Advisory, Series 7, Finance, Anti Money Laundering
Education
Reed College 1987 — 1991
B.A., Economics
University of Chicago Graduate School of Business
Completed Fellows Program
LANE PR March 2011 - Present
Phillips and Company Wealth Strategies January 2009 - February 2011
Webster Bank February 2008 - December 2008
Lehman Brothers February 2007 - September 2007
Education
Portland State University 2009 — 2012
Economics
Connecticut College 2005 — 2008
Economics
Providence Health & Services June 2015 - Present
Phillips and Company Wealth Strategies June 2013 - Present
Phillips and Company Wealth Strategies February 2014 - June 2015
Providence Health & Services May 2012 - February 2014
Seeking Alpha July 2011 - June 2013
The Standard November 2011 - December 2011
Portland State University September 2009 - June 2011
Jefferson Research January 2011 - May 2011
TriMet June 2010 - August 2010
Catlin Gabel School August 2001 - June 2009
Skills
Technical Writing, Analysis, Customer Service, Training, Finance, Problem Solving, Tableau, Data Analytics, Microsoft Office, Innovation, Investment Strategies, Investment Portfolio..., Curriculum Development, Educational Technology, Healthcare Analytics, Equity Research, Teaching, Research, Curriculum Design, Financial Modeling, Management, Statistics, Data Analysis, Process Improvement
Education
Portland State University - School of Business 2009 — 2011
MBA, Finance concentration
University of Michigan 1993 — 1994
MA, Education
University of Michigan 1988 — 1992
BS, Computer Science
Massage Envy 2013 - Present
Brock Chiropractic June 2011 - Present
Streetline, Inc. April 2008 - April 2011
Phillips and Company Wealth Strategies May 2006 - April 2008
Skills
Project Management, Event Planning, Event Management, Public Relations, Office Management, Executive..., Customer Satisfaction, Customer Retention, Communication Skills, Manage Client..., Personnel Management, Outstanding..., Friendly Personality, Keen Listener, Writing, Microsoft Office, Graphic Design, Computer Proficiency, Recruiting, Human Resources, Therapeutic Massage, Marketing, Advertising, Published Author, Graphics Layout
Education
Saddleback College 2011 — 2015
Associate's degree, Psychology, Communication, Business, General, 3.8
University of California, Berkeley Extension 2009 — 2010
Project Managment Certification, Business Administration and Management, General
Career Networks Institute 2003 — 2004
Massage Therapy Certification, Holistic Health
Portland State University 2010 - 2011
Portland State University Business Outreach Program 2010 - 2011
Phillips and Company Wealth Strategies 2010 - 2010
Skills
Financial Analysis, Investments, Microsoft Excel, Financial Modeling, Data Analysis, Analysis
Education
Portland State University - School of Business 2008 — 2012
BA, Finance
St. Mary's Academy 2004 — 2008
Forest Hills Elementary School
Lake Oswego Junior High
Columbia Sportswear February 2014 - Present
The Art Institute of Portland March 2013 - November 2013
JPMorganChase March 2011 - March 2013
Phillips and Company Wealth Strategies February 2011 - March 2011
Skills
Loans, Banking, Credit, Finance, Mortgage Lending, Financial Services, Investments, Strategic Financial..., Consumer Lending, Retail Banking, Commercial Lending, Financial Planning, Customer Service, Portfolio Management, Wealth Management, Sales
Education
University of Oregon 2005 — 2010
BA, Behavioral Economics
The Partners Group May 2013 - Present
Phillips and Company Wealth Strategies August 2011 - April 2013
Financial Advisors - KMS June 2006 - August 2011
Skills
Certified Financial..., Wealth Management, Portfolio Management, Investment Strategies, Asset Allocation, Retirement Planning, Estate Planning, College Education..., Investments, Financial Planning, Investment Advisory, Insurance, Financial Services, Securities, Finance, Financial Advisory, Mutual Funds, Retirement
Education
University of Portland 2008 — 2009
Certificate of Financial Planning, Certified Financial Planner™
Oregon State University 2002 — 2006
Business, Finance
St. Mary's Academy
Jesuit High School
Paulson Investment Company LLC March 2013 - Present
US Navy December 2005 - Present
Life Technologies November 2006 - December 2008
Vesta Corporation March 2006 - February 2007
Windermere Real Estate April 2002 - April 2006
Gateway Financial Services February 2003 - April 2005
Phillips and Company Wealth Strategies March 1999 - February 2002
OHSU Oregon Health & Science University March 1995 - May 1999
Agritope / Epitope, Inc. March 1991 - March 1995
Skills
Security Clearance, Intelligence, Leadership, Training, Defense, Management, Navy, Analysis, Intelligence Analysis, Command, Program Management, HUMINT, Security, DoD, Microsoft Office, Team Building, Risk Management, Government, National Security, Project Management, Military Experience, Weapons, Team Leadership, Homeland Security, Information Security, Customer Service, Research, Strategic Planning, Military Operations, Operational Planning, Technical Writing, Process Improvement, Private Investigations, Data Analysis, Counterterrorism, Critical Thinking, Cell Culture, Top Secret, Leadership Development, NATO, Intelligence Collection, SCI Clearance, All-Source Intelligence, Briefing
Education
Brandman University, Part of the Chapman University System 2015 — 2016
Master’s Degree, Organizational Leadership
Cochise College 2010 — 2011
Associate of Arts and Sciences (A.A.S.), A.A.S. Operational Intelligence - Human Intelligence
George Fox University 1985 — 1990
Bachelors of Science, Major: Biology, Minors: Chemistry and Experimental Psychology
Portland State University July 2013 - May 2015
Portland State University September 2012 - June 2013
Integra June 2008 - November 2010
AT&T June 2006 - July 2008
24 Hour Fitness December 2000 - June 2006
Phillips and Company Wealth Strategies November 1998 - December 2000
Skills
Management, Cross-functional Team..., Team Building, Brainstorming, Collaboration, Best Practices, Interested in..., Brand Equity, Innovation, Brand Ethos, Brand Focus, Branding & Identity, Coaching, Concept Development, Creative Concept Design, Critical Thinking, Customer Experience, Customer Research, Design Research, Design Thinking, Empathy, Employee Engagement, Excellent Customer..., Experience, Facilitation, High Analytical Skills, Ideation, Implementation, Infographics, Innovation Process, Job Skills, Leadership, Lifestyle Branding, Marketing, Public Speaking, Psychographics, Quantitative, Rapid Prototyping, Results-oriented, Retail, Sales, Sales Management, Social Innovation, Social Media, Strategic Planning, Storytelling, Telecommunications, Training, User-centered Design, Value Selling
Education
Portland State University 2012 — 2016
Bachelor’s Degree, Business Administration and Management, Human Resource
Portland Community College 2010 — 2012
Associate’s Degree, General Studies
Essex Rental Corp. September 2015 - Present
Omega Morgan, Inc. August 2014 - June 2015
Phillips and Company Wealth Strategies October 2013 - July 2014
Omega Morgan, Inc. November 2012 - October 2013
Phillips and Company Wealth Strategies October 2009 - July 2012
LECG October 2005 - October 2009
UBS September 2002 - September 2005
Greenbriar Homes Communities 2001 - 2002
Poa Sana 2000 - 2001
Zuken USA 1997 - 2000
Skills
Investments, Microsoft Office, Portfolio Management, Financial Analysis, Onboarding, Social Media, Culture Change, Human Resources, Recruiting, PowerPoint, Publisher 2007, Marketing, Litigation Support, Performance Reviews, Microsoft Excel, Event Planning, Payroll, Management, Budgets, Project Management, Social Media Marketing, Outlook, Office Management, Operations Management, Process Scheduler, Analysis, Start-ups, Strategy, Sales, Account Management, Contract Negotiation, Leadership Development
Education
Marylhurst University
Bachelor of Science (BS), Business and Leadership
Mt Pleasant High School
Dipoloma
Phillips and Company Wealth Strategies 2009 - 2011
US Air Force Reserve December 2005 - June 2008
United States Air Force September 2000 - August 2001
Skills
Windows Server 2003/2008, Windows XP Pro, Windows 7, VMware ESX, VMware Server, Microsoft Exchange, Windows 7 Migration, Microsoft Office Xp, Microsoft Office 2003, Microsoft Office 2007, Web Servers, Wireless Networking, Wireless Routers, Routers, Networking, Network Security, Social Networking, Storage Management, Symantec Endpoint..., Symantec Antivirus, Adobe Creative Suite, FrontPage, CRM, Salesforce.com, Project Management, Microsoft Office, Windows Server
Education
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.52
University of Maryland University College 1992 — 2007
Bachelor of Applied Science (B.A.Sc.), Computer Studies, 3.0
Fortegra Financial January 2013 - January 2015
Graphic Products 2014 - 2015
Graphic Products 2014 - 2015
Graphic Products 2014 - 2015
Wholesale Internet Solutions June 2011 - January 2013
Netbiz.com March 2008 - July 2011
Phillips and Company Wealth Strategies 2010 - 2010
Phillips and Company Wealth Strategies 2010 - 2010
Skills
Sales, Selling, Online Advertising, Advertising, Marketing Strategy, Sales Management, Social Networking, Management, Social Media Marketing, Digital Marketing, Customer Service, Facebook, Marketing
Education
California State University-Sacramento 2001 — 2004
TD Ameritrade November 2012 - Present
Phillips and Company Wealth Strategies October 2009 - November 2012
Phillips and Company Wealth Strategies October 2009 - November 2012
Oregon State Investment Group September 2007 - June 2009
Skills
Portfolio Management, Financial Planning, Financial Modeling, Financial Statement..., Investment Strategies, Asset Allocation, Asset Management, Money Management, Finance, Investments, Microsoft Office, Public Speaking
Education
Oregon State University 2005 — 2009
BA, Finance
Phillips and Company Wealth Strategies April 2010 - November 2010
Skills
Private Equity, Investment Banking, Wealth Management, Asset Management, Alternative Investments, Asset Managment, Alternative Investment..., Risk Management, Investment Strategies, Financial Advisory, Mergers & Acquisitions, Venture Capital, Investments, Portfolio Management, Finance, Financial Modeling, Due Diligence
Education
Oregon State University 2005 — 2010
Business, Finance, Management, Psychology
Allstate February 2012 - July 2012
MassMutual Financial Group June 2010 - January 2012
Phillips and Company Wealth Strategies October 2006 - March 2009
Skills
Account Management, Marketing, Insurance, Financial Analysis, Financial Services, Negotiation, Finance, Securities
Education
Embry-Riddle Aeronautical University 2000 — 2004
Bachelors, Bachelors of Science
International School of Geneva 1995 — 2000
International Baccalaureate, Higher: Math, Physics, Geography Lower: English, Spanish, Computer Science
Fisher Investments August 2012 - October 2014
Phillips and Company Wealth Strategies August 2011 - August 2012
Phillips and Company Wealth Strategies January 2009 - December 2010
Education
University of Colorado Boulder
Bachelor of Science (B.S.), Finance
Morley Financial Services, Inc. August 2013 - Present
Phillips and Company Wealth Strategies April 2009 - July 2013
Consolidated Community Credit Union June 2007 - April 2009
Skills
Investments, Wealth Management, Financial Analysis, Series 7, Securities, Equities, Loans, Asset Management, Investment Strategies, Asset Allocation, Microsoft Office, Microsoft Excel, VBA, SQL, Bloomberg, Bloomberg API
Education
University of Oregon 2002 — 2007
Bachelor of Science, Accounting
TD Ameritrade December 2012 - Present
US Bancorp Investments, Inc. and US Bancorp Insurance Services LLC. December 2010 - December 2012
TD Ameritrade November 2007 - December 2010
Phillips and Company Wealth Strategies November 2004 - November 2007
Education
Temple University 1999 — 2003
Bachelor of Arts (BA)
SNW Asset Management June 2014 - September 2014
Phillips and Company Wealth Strategies April 2014 - June 2014
Education
Portland State University 2011 — 2013