Phillips and Company Wealth Strategies

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Phillips and Company Wealth Strategies Employees

Employee
Years
Job
Industry
Dana Pasic Callaghan Dana Pasic Callaghan West Linn, Oregon Details
Dana Pasic Callaghan's Phillips and Company Wealth Strategies Experience July 1995 - April 2001
Job Client Relationship Manager Process Prodigy
Industry Management Consulting
Experience
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

Seth Krussman Seth Krussman Portland, Oregon Area Details
Seth Krussman's Phillips and Company Wealth Strategies Experience 2008 - 2009
Job Financial Planner */ Brayshaw Financial Group LLC
Industry Financial Services
Experience
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

Allen Mercer Allen Mercer Los Angeles, California Details
Allen Mercer's Phillips and Company Wealth Strategies Experience April 2011 - July 2011
Job Equity Research Analyst at Clifford Swan Investment Counsel
Industry Investment Management
Experience
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

Joe Harper Joe Harper San Francisco Bay Area Details
Joe Harper's Phillips and Company Wealth Strategies Experience December 2009 - October 2013
Job Salesforce Consultant at Appirio
Industry Information Technology and Services
Experience
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

Kristopher Brownell Kristopher Brownell Portland, Oregon Area Details
Kristopher Brownell's Phillips and Company Wealth Strategies Experience 2003 - 2004
Job Life Benefit Supervisor at The Standard
Industry Insurance
Experience
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

Chad Michael Bumgarner Chad Michael Bumgarner Portland, Oregon Details
Chad Michael Bumgarner's Phillips and Company Wealth Strategies Experience September 2009 - May 2010
Job Multi Segment Sales Representative at Sherwin Williams
Industry Chemicals
Experience
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

Aran Loftus, CPA Aran Loftus, CPA Portland, Oregon Details
Aran Loftus, CPA's Phillips and Company Wealth Strategies Experience July 2000 - December 2004
Job Manager, Business Assurance at Moss Adams LLP
Industry Accounting
Experience
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

Kodi Hermann Kodi Hermann Portland, Oregon Details
Kodi Hermann's Phillips and Company Wealth Strategies Experience July 1998 - September 2008
Job CEO of Goal Line Financial
Industry Financial Services
Experience
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

Zachary Beck Zachary Beck West Linn, Oregon Details
Zachary Beck's Phillips and Company Wealth Strategies Experience March 1999 - March 2003
Job Senior Financial Advisor, Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Bryan Hagen Bryan Hagen Portland, Oregon Details
Bryan Hagen's Phillips and Company Wealth Strategies Experience November 2000 - January 2011
Job Chief Compliance Officer at Paulson Investment Co.
Industry Financial Services
Experience
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

Rob Bitter Rob Bitter Portland, Oregon Area Details
Rob Bitter's Phillips and Company Wealth Strategies Experience January 2009 - February 2011
Job Senior Account Executive at LANE
Industry Public Relations and Communications
Experience
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

Jeff Paul Jeff Paul Portland, Oregon Area Details
Jeff Paul's Phillips and Company Wealth Strategies Experience June 2013 - Present
Job Senior Strategy Analyst at Providence Health & Services
Industry Financial Services
Experience
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

Laurel Anne Glover Laurel Anne Glover Mission Viejo, California Details
Laurel Anne Glover's Phillips and Company Wealth Strategies Experience May 2006 - April 2008
Job Massage Therapist at Massage Envy
Industry Health, Wellness and Fitness
Experience
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

Allison Luthy Allison Luthy Portland, Oregon Details
Allison Luthy's Phillips and Company Wealth Strategies Experience 2010 - 2010
Job Registered Representative at First Investors
Industry Financial Services
Experience
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

Francois Boulot Francois Boulot Portland, Oregon Area Details
Francois Boulot's Phillips and Company Wealth Strategies Experience February 2011 - March 2011
Job Account Service Representative at Columbia Sportswear
Industry Financial Services
Experience
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

Lauren Reed, CFP ® Lauren Reed, CFP ® Portland, Oregon Area Details
Lauren Reed, CFP ®'s Phillips and Company Wealth Strategies Experience August 2011 - April 2013
Job Certified Financial Planner ™
Industry Financial Services
Experience
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

Don Wanek Don Wanek San Francisco Bay Area Details
Don Wanek's Phillips and Company Wealth Strategies Experience March 1999 - February 2002
Job Compliance and Operations Officer | Venture Capital Group, Paulson Investment Company LLC
Industry Venture Capital & Private Equity
Experience
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

Natalie Cromartie Natalie Cromartie Lake Oswego, Oregon Details
Natalie Cromartie's Phillips and Company Wealth Strategies Experience November 1998 - December 2000
Job Top Performer | Collaborator | Looking for internship with an innovative company.
Industry Management Consulting
Experience
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

Karinne Cyphers Karinne Cyphers United States Details
Karinne Cyphers's Phillips and Company Wealth Strategies Experience October 2013 - July 2014
Job Marketing Manager at Essex Crane Corp & Coast Crane Company
Industry Construction
Experience
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

Klaus Bernkopf Klaus Bernkopf Beaverton, Oregon Details
Klaus Bernkopf's Phillips and Company Wealth Strategies Experience 2009 - 2011
Job IT Network/Systems Administrator
Industry Information Technology and Services
Experience
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

Brandon Thorson Brandon Thorson Beaverton, Oregon Details
Brandon Thorson's Phillips and Company Wealth Strategies Experience 2010 - 2010
Job Account Manager at Graphic Products
Industry Marketing and Advertising
Experience
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

Adam Gulledge Adam Gulledge Portland, Oregon Details
Adam Gulledge's Phillips and Company Wealth Strategies Experience October 2009 - November 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
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

Kellen Huddleston Kellen Huddleston Portland, Oregon Area Details
Kellen Huddleston's Phillips and Company Wealth Strategies Experience April 2010 - November 2010
Job Investment Professional
Industry Investment Management
Experience
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

Gregory Presthus Gregory Presthus Portland, Oregon Area Details
Gregory Presthus's Phillips and Company Wealth Strategies Experience October 2006 - March 2009
Job Financial Services Representative
Industry Financial Services
Experience
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

Eric Holder Eric Holder Nashville, Tennessee Details
Eric Holder's Phillips and Company Wealth Strategies Experience August 2011 - August 2012
Job Investment Consultant
Industry Financial Services
Experience
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

Benjamin Hackett Benjamin Hackett Portland, Oregon Area Details
Benjamin Hackett's Phillips and Company Wealth Strategies Experience April 2009 - July 2013
Job Investment Operations Performance and Trade Analyst at Morley Financial
Industry Financial Services
Experience
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

Joe Gledhill Joe Gledhill Portland, Oregon Area Details
Joe Gledhill's Phillips and Company Wealth Strategies Experience November 2004 - November 2007
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
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)

Shauna Thomas Shauna Thomas Portland, Oregon Details
Shauna Thomas's Phillips and Company Wealth Strategies Experience April 2014 - June 2014
Job Internship at SNW Asset Management
Industry
Experience
SNW Asset Management  June 2014 - September 2014
Phillips and Company Wealth Strategies   April 2014 - June 2014

Education
Portland State University   2011 — 2013