Purcell Advisory Services, LLC
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Purcell Advisory Services, LLC Employees
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
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
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
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
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
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
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
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
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
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
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
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