Purcell Advisory Services, LLC

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Purcell Advisory Services, LLC Employees

Employee
Years
Job
Industry
Sofia B. Lama Sofia B. Lama Newport Beach, California Details
Sofia B. Lama's Purcell Advisory Services, LLC Experience January 2011 - May 2011
Job Business Development Associate at PIMCO
Industry Investment Management
Experience
PIMCO  August 2013 - Present
ACE Group  September 2011 - July 2013
Purcell Advisory Services, LLC   January 2011 - May 2011
University of Puget Sound  September 2007 - May 2011
Intesa Sanpaolo  June 2010 - August 2010

Skills
Economics, Reinsurance, Excel, SQL Server, Risk Management..., Insurance, Microsoft Access, AIR Worldwide, Bloomberg Terminal, Risk Management, Investments, Finance, Underwriting, Management, Leadership, Business Development, Microsoft Excel, Financial Risk

Education
University of Puget Sound   2007 — 2011
Bachelors of Science, Economics major, Mathematics minor

IES Abroad Program: University of Freiburg   2009 — 2009
International Economics

Jeff Pietsch, JD CFA Jeff Pietsch, JD CFA Greater Seattle Area Details
Jeff Pietsch, JD CFA's Purcell Advisory Services, LLC Experience May 2012 - August 2013
Job President & Chief Investment Officer
Industry Investment Management
Experience
CONCERT Wealth Management, Inc.   October 2014 - Present
CONCERT Capital Management   October 2013 - Present
Eastsound Capital Advisors, LLC   December 2011 - Present
Maple Park Management, LLC   January 2010 - Present
Purcell Advisory Services, LLC   May 2012 - August 2013
Maple Park Capital, LP   October 2006 - December 2009
Typenex Medical, LLC   January 2004 - September 2006
Chicago Investment Fund & Private Equity Firm   August 2002 - December 2003
RE2 - Market & Economic Advisors   January 1997 - December 1998
Attractions Hawaii   January 1995 - December 1996

Skills
Trading, Private Equity, Investments, Venture Capital, Hedge Funds, Management Consulting, Asset Management, Portfolio Management, Financial Modeling, Investment Strategies, Due Diligence, Financial Analysis, Real Estate Investment, Risk Management, Alternative Investments, Financial Planning, Technical Analysis, Asset Allocation, Business Strategy, Mutual Funds, Wealth Management, Investment Advisory, Asset Managment, Securities, Finance, Investment Management, Capital Markets, Financial Services, Valuation, Entrepreneurship, Trading Systems, ETFs, Equities, Equity Research, Fixed Income, Options, Emerging Markets, Financial Advisory, Bonds, Financial Markets, Fund Of Funds, Global Macro, Financial Structuring, Series 7, Wealth Management..., Strategy, Mergers & Acquisitions, Management, Leadership, Analysis

Education
Kellogg School of Management   1998 — 2002
MBA, Finance, Strategy, Marketing

Northwestern University School of Law   1998 — 2002
JD, Commercial Law

Cornell University
B.Sc., Hospitality/ Real Estate Finance

Punahou School

Daniel Yeung, CFA Daniel Yeung, CFA Greater Seattle Area Details
Daniel Yeung, CFA's Purcell Advisory Services, LLC Experience 2009 - 2010
Job Senior Associate at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group  August 2010 - Present
Seattle Alternative Investment Association   January 2014 - Present
Keller Graduate School of Management  May 2009 - Present
Purcell Advisory Services, LLC   2009 - 2010
Threshold Group  2008 - 2009
Accessor Capital Management  2006 - 2008
Morningstar Associates  2004 - 2006
Morningstar Associates  1997 - 2004

Skills
Portfolio Management, Manager Research, Quantitative Analytics, Hedge Funds, Investments, Research, Mutual Funds, Private Equity, Alternative Investments

Education
University of Chicago Graduate School of Business   2001 — 2003
MBA

University of Michigan at Ann Arbor
BA with Honors

Case Western Reserve University

Erika Jimenez Erika Jimenez Sacramento, California Details
Erika Jimenez's Purcell Advisory Services, LLC Experience March 2011 - June 2011
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  April 2015 - Present
Harborstone Credit Union  August 2011 - April 2015
Purcell Advisory Services, LLC   March 2011 - June 2011
Umpqua Bank  July 2010 - March 2011
Butte Community Bank  June 2009 - August 2010
Morgan Stanley  May 2008 - June 2009

Skills
Customer Service, Microsoft Office, Series 7, Outlook, PowerPoint, Sales, Microsoft Word, Social Media, Access, Risk Management, Microsoft Excel, Organizational..., Task Management, Team Oriented, Excel, Customer Relations, Problem Solving, Filing, Event Planning, Scheduling, Salesforce.com, Accountability, Banking, Series 66, Seminar Presentations, Flexibility

Education
California State University-Sacramento   2007 — 2009
Finance, Economics

Moraine Valley Community College   2006 — 2007

California Polytechnic State University-San Luis Obispo   2005 — 2006
Business

Nachole Berg Nachole Berg Tacoma, Washington Details
Nachole Berg's Purcell Advisory Services, LLC Experience July 2007 - November 2008
Job
Industry Financial Services
Experience
Self Employed  June 2010 - Present
Purcell Advisory Services, LLC   July 2007 - November 2008
First NLC / The Lending Center   August 2006 - July 2007
Universal American Mortgage Company  September 2005 - July 2006
Bank of America  August 2003 - August 2005
Federated Department Stores  February 2000 - August 2003

Education
Everest College-Fife   2009 — 2010
Diploma, Massage Therapy

Stephanie J. Shinn, CFP® Stephanie J. Shinn, CFP® Greater Seattle Area Details
Stephanie J. Shinn, CFP®'s Purcell Advisory Services, LLC Experience February 2005 - January 2010
Job Investment Advisor Representative at KMS Financial Services, Inc.
Industry Financial Services
Experience
KMS Financial Services, Inc.   November 2007 - Present
Purcell Advisory Services, LLC   February 2005 - January 2010
Northwestern Mutual Life  February 2003 - February 2005
Russell Investment Group  December 2000 - January 2003

Skills
Investments, Retirement, 401k, Financial Planning, Retirement Planning, Investment Advisory

Education
Central Washington University   1989 — 1993
BS, Finance

Michelle Whitmarsh Michelle Whitmarsh Greater Seattle Area Details
Michelle Whitmarsh's Purcell Advisory Services, LLC Experience April 2012 - August 2012
Job Credit Analyst at DaVita
Industry Retail
Experience
DaVita  November 2012 - Present
Enterprise Rent-A-Car  August 2012 - November 2012
Purcell Advisory Services, LLC   April 2012 - August 2012
Target  August 2008 - April 2012
Sabre Jets, LLC   September 2011 - March 2012
Victoria's  March 2008 - August 2008
Copy 4 Less   January 2006 - December 2007
Narrows Federal Credit Union   January 2003 - January 2006

Skills
Leadership, Advertising, Time Management, Teamwork, Social Media Marketing, Social Networking, Market Research, Microsoft Excel, Social Media, Marketing, Customer Service, Event Planning, Marketing Strategy, PowerPoint, Public Speaking, Management, Sales, Training

Education
University of Washington   2009 — 2011
BS, Business Admin with an emphasis in Marketing

University of Washington   2009 — 2011
Milgard School of Business to obtain Bachelors; Obtained AA, Business

Orange Coast College   2006 — 2007

2004-2006Huntington Beach High School   2004 — 2006

skyline high school

Caryn Michaels Caryn Michaels Greater Seattle Area Details
Caryn Michaels's Purcell Advisory Services, LLC Experience October 2007 - December 2013
Job
Industry Financial Services
Experience
Conover Capital Management   May 2015 - Present
Portfolio Strategies, Inc.   January 2014 - May 2015
Purcell Advisory Services, LLC   October 2007 - December 2013
First NLC  July 2006 - August 2007
First NLC  November 2005 - July 2006
Countrywide KB Home Loans  April 2005 - November 2005
Coldwell Banker Bain  August 2004 - January 2005
Hertz Local Edition  July 2000 - June 2004
Enterprise Rent-A-Car  August 1996 - July 2000
US Pretrial Services  January 1996 - April 1996

Skills
Investments, Mortgage Lending, Loans, Real Estate, Investment Properties, Customer Service, Risk Management, Microsoft Excel, Credit, First Time Home Buyers, Negotiation, Finance, Outlook, Salesforce.com, Refinance, Sales

Education
Florida International University   1994 — 1996
Bachelors of Science

Broward Community College   1992 — 1994
Associates of Arts

Amy Nguyen Amy Nguyen Greater Seattle Area Details
Amy Nguyen's Purcell Advisory Services, LLC Experience January 2001 - August 2007
Job Business Development
Industry Biotechnology
Experience
WIB-Seattle Metro   December 2013 - Present
Innopharma Srl   April 2013 - Present
New5Win   December 2010 - Present
Biotechnology Industry Organization  October 2007 - December 2010
Fab-5 L.I.F.E. Programs   January 2006 - December 2007
Purcell Advisory Services, LLC   January 2001 - August 2007

Skills
Biotechnology, Investor Relations, Business Development, Venture Capital, Due Diligence, Business Strategy, Corporate Development, Lifesciences, Pharmaceutical Industry, Portfolio Management, Licensing, New Business Development, Strategic Planning, Start-ups, Market Research, Entrepreneurship, Marketing, Strategic Alliances, International Relations, Web Project Management, Investments, Analytics, Project Management, Mergers & Acquisitions, Leadership, Strategy, Strategic Partnerships, Competitive Analysis, Marketing Strategy, Business Planning, Market Analysis, Fundraising, Account Management, Technology Transfer, Commercialization, Cross-functional Team..., Biopharmaceuticals, Executive Management, Life Sciences

Education
George Mason University
PMP, Project Management

University of Washington
BA, Chemistry, American Ethnic Studies

Jackie Gilmore Jackie Gilmore Spokane, Washington Area Details
Jackie Gilmore's Purcell Advisory Services, LLC Experience April 2012 - December 2013
Job Operations & Client Service
Industry Financial Services
Experience
Portfolio Strategies   January 2014 - August 2015
Portfolio Strategies, Inc.   January 2014 - August 2015
Purcell Advisory Services, LLC   April 2012 - December 2013
Financial Network Investment Corporation, Member SIPC  February 2010 - April 2012
Russell Investments  May 1998 - April 2009

Skills
Mutual Funds, Investments, Asset Allocation, Alternative Investments, Investment Strategies, Risk Management, Retirement Planning, Investment Advisory, Wealth Management, Series 7, Asset Managment, Portfolio Management, Strategic Financial..., Equities, Securities, Investment Management, Retirement, Relationship Management, FINRA, New Business Development, 401k, Customer Service, Series 65, Asset Management, Finance, Financial Planning

Education
Pacific Lutheran University   1984 — 1987
BA, Communications

Chris Carlisle Chris Carlisle Greater Seattle Area Details
Chris Carlisle's Purcell Advisory Services, LLC Experience 1999 - 2008
Job Partner at IT Source, Inc
Industry Information Technology and Services
Experience
IT Source, Inc   June 1996 - Present
IT Source (aka Continuum)   1996 - Present
guardian roofing llc   2006 - 2010
Almond & Associates  1997 - 2010
IT Source, Inc   1996 - 2010
Purcell Advisory Services, LLC   1999 - 2008
Paragon Trade Brands  1992 - 1996
Weyerhaeuser  1987 - 1992

Skills
Technical Writing, Sourcing, Employee Relations, Contract Recruitment, Permanent Placement, Microsoft Certified..., Sales, Internet Recruiting, Staffing Services, Budgets, Management, Customer Service, Team Building, Leadership, Strategic Planning, Project Management, Training

Education
DeVry University   1982 — 1985
BS Computer Information Systems, Computer Science

Aimee Gonzalez Aimee Gonzalez Greater Philadelphia Area Details
Aimee Gonzalez's Purcell Advisory Services, LLC Experience December 2011 - April 2012
Job IRA Specialist at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc.  July 2012 - Present
Purcell Advisory Services, LLC   December 2011 - April 2012
Merrill Lynch  June 2008 - January 2009
Merrill Lynch  November 2007 - January 2009
US Fiduciary  September 2006 - March 2007
SEI Investments  April 2002 - September 2005

Skills
Retirement, IRAs, IRS, Investment Banking, Internet Banking, Client Services, Customer Service, High Net Worth..., Financial Services, Financial Operations, Investment Portfolio, Model Portfolios, Fixed Income, Equity Trading, Securities, Securities Regulation, Back Office, Leadership

Education
Rutgers University-New Brunswick
Sociology