Ragen MacKenzie
Industry: Company
DescriptionHeadquarters: Seattle, WA Parent organization: Wells Fargo Subsidiary: Ragen MacKenzie Investment Services, LLC
Ragen MacKenzie List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ragen MacKenzie. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ragen MacKenzie Salaries. You can even request information on how much does Ragen MacKenzie pay if you want to. Learn about salaries, pros and cons of working for Ragen MacKenzie directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
27 Ragen MacKenzie employees in database. Find out everything there's to know about Ragen MacKenzie employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ragen MacKenzie Employees
Employee
Years
Job
Industry
Sarah Power, CFP® Sarah Power, CFP®'s Ragen MacKenzie Experience June 2007 - April 2008
Job Senior Vice President at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen June 2007 - November 2014
Ragen MacKenzie June 2007 - April 2008
Freehills August 2005 - August 2006
Jones Day 2001 - 2005
Education
University of Washington School of Law 2006 — 2007
LL.M., Taxation
Tulane University Law School 1999 — 2002
J.D., cum laude
University of Washington 1995 — 1999
B.A., Political Science and Spanish
Universidad de Sevilla 1998 — 1998
History and Political Science
Universidad del País Vasco/Euskal Herriko Unibertsitatea 1998 — 1998
Spanish and Art History
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen June 2007 - November 2014
Ragen MacKenzie June 2007 - April 2008
Freehills August 2005 - August 2006
Jones Day 2001 - 2005
Education
University of Washington School of Law 2006 — 2007
LL.M., Taxation
Tulane University Law School 1999 — 2002
J.D., cum laude
University of Washington 1995 — 1999
B.A., Political Science and Spanish
Universidad de Sevilla 1998 — 1998
History and Political Science
Universidad del País Vasco/Euskal Herriko Unibertsitatea 1998 — 1998
Spanish and Art History
Richard Tschetter Richard Tschetter's Ragen MacKenzie Experience 1988 - 2005
Job Senior Vice President at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. 2005 - Present
Ragen MacKenzie 1988 - 2005
EF Hutton-Shearson 1978 - 1988
Merrill Lynch 1973 - 1978
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Equities, Series 7
Education
The University of South Dakota
Master of Business Administration (M.B.A.); B.A. Political Science
D.A. Davidson & Co. 2005 - Present
Ragen MacKenzie 1988 - 2005
EF Hutton-Shearson 1978 - 1988
Merrill Lynch 1973 - 1978
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Equities, Series 7
Education
The University of South Dakota
Master of Business Administration (M.B.A.); B.A. Political Science
John Robert Weiss John Robert Weiss's Ragen MacKenzie Experience 1995 - 1996
Job 747 Captain at Atlas Air
Industry Airlines/Aviation
Experience
Atlas Air 1998 - Present
Jet Stream Energy Systems March 2012 - Present
Traditional Small Craft Association 1998 - 2015
Boeing Commercial Airplanes 1997 - 1998
Kunath Karren Rinne & Atkin, LLC 1996 - 1997
Ragen MacKenzie 1995 - 1996
Delex Systems, Inc. 1994 - 1995
US Navy 1974 - 1994
Skills
Commercial Aviation, Software Engineering, Network Administration, Sailing, Kayaking, Rowing, Puppy Raising, Kayak, Aviation, Aircraft, International Flight..., Flights, Airports, Program Management, Military, Flight Safety, Navy, Aerospace, Avionics, Aircraft Maintenance, Command, Airlines, Human Factors, Flight Test, Military Operations, Defense, Operational Planning, Air Force, DoD, National Security, Systems Engineering, Military Experience, Piloting
Education
Rensselaer Polytechnic Institute 1970 — 1974
Bachelor of Science (BS), Nuclear Engineering
Seattle University 1995 — 1997
Master of Science (MS), Computer Software Engineering
New Mexico Highlands University 1984 — 1986
Master of Business Administration (MBA)
Atlas Air 1998 - Present
Jet Stream Energy Systems March 2012 - Present
Traditional Small Craft Association 1998 - 2015
Boeing Commercial Airplanes 1997 - 1998
Kunath Karren Rinne & Atkin, LLC 1996 - 1997
Ragen MacKenzie 1995 - 1996
Delex Systems, Inc. 1994 - 1995
US Navy 1974 - 1994
Skills
Commercial Aviation, Software Engineering, Network Administration, Sailing, Kayaking, Rowing, Puppy Raising, Kayak, Aviation, Aircraft, International Flight..., Flights, Airports, Program Management, Military, Flight Safety, Navy, Aerospace, Avionics, Aircraft Maintenance, Command, Airlines, Human Factors, Flight Test, Military Operations, Defense, Operational Planning, Air Force, DoD, National Security, Systems Engineering, Military Experience, Piloting
Education
Rensselaer Polytechnic Institute 1970 — 1974
Bachelor of Science (BS), Nuclear Engineering
Seattle University 1995 — 1997
Master of Science (MS), Computer Software Engineering
New Mexico Highlands University 1984 — 1986
Master of Business Administration (MBA)
Dirk Huenink Dirk Huenink's Ragen MacKenzie Experience 1999 - 2006
Job
Industry Financial Services
Experience
Stifel Financial Corp. November 2014 - Present
Piper Jaffray January 2011 - Present
Vining Spark IBG 2010 - 2011
Wells Fargo 2008 - 2010
Rainier Investment Management 2006 - 2008
Ragen MacKenzie 1999 - 2006
Education
Hobart and William Smith Colleges
Vassar College
Stifel Financial Corp. November 2014 - Present
Piper Jaffray January 2011 - Present
Vining Spark IBG 2010 - 2011
Wells Fargo 2008 - 2010
Rainier Investment Management 2006 - 2008
Ragen MacKenzie 1999 - 2006
Education
Hobart and William Smith Colleges
Vassar College
Ellen Soter Ellen Soter's Ragen MacKenzie Experience June 1989 - October 2001
Job Communications Professional
Industry Public Relations and Communications
Experience
WaMu October 2001 - October 2007
Ragen MacKenzie June 1989 - October 2001
Lake Shore National Bank January 1988 - May 1989
Skills
Leadership, Event Planning, Strategic Communications, Research, Strategic Planning, Strategy, Media Relations, Event Management, Marketing Communications, Newsletters, Social Media, Corporate Communications, Public Relations, Public Speaking, Internal Communications, Digital Marketing, Advertising, Social Media Marketing, Facebook, Policy, Communications Planning, Crisis Communications, Web Content, Press Releases, Speech Writing, Copywriting, Content Management, Integrated Marketing, Communication Training, Social Networking, Editing, Content Development
Education
Northern Illinois University 1979 — 1985
Schaumburg High School 1975 — 1979
Diploma, High School
WaMu October 2001 - October 2007
Ragen MacKenzie June 1989 - October 2001
Lake Shore National Bank January 1988 - May 1989
Skills
Leadership, Event Planning, Strategic Communications, Research, Strategic Planning, Strategy, Media Relations, Event Management, Marketing Communications, Newsletters, Social Media, Corporate Communications, Public Relations, Public Speaking, Internal Communications, Digital Marketing, Advertising, Social Media Marketing, Facebook, Policy, Communications Planning, Crisis Communications, Web Content, Press Releases, Speech Writing, Copywriting, Content Management, Integrated Marketing, Communication Training, Social Networking, Editing, Content Development
Education
Northern Illinois University 1979 — 1985
Schaumburg High School 1975 — 1979
Diploma, High School
Tom Savinar Tom Savinar's Ragen MacKenzie Experience March 1998 - September 2006
Job Senior Vice President, Senior Portfolio Manager
Industry Financial Services
Experience
UBS Financial Services Inc. September 2006 - Present
Ragen MacKenzie March 1998 - September 2006
Black and Company November 1988 - March 1998
Manufacturers Hanover Trust November 1983 - October 1988
Education
The American University Washington D.C 1982 — 1983
Master's degree, International Business
Middlebury College 1977 — 1981
Bachelor of Arts (B.A.), Political Science and French
UBS Financial Services Inc. September 2006 - Present
Ragen MacKenzie March 1998 - September 2006
Black and Company November 1988 - March 1998
Manufacturers Hanover Trust November 1983 - October 1988
Education
The American University Washington D.C 1982 — 1983
Master's degree, International Business
Middlebury College 1977 — 1981
Bachelor of Arts (B.A.), Political Science and French
Charter Harrison - CPM® Charter Harrison - CPM®'s Ragen MacKenzie Experience August 1992 - March 2000
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2014 - Present
Seattle Bond Club January 2003 - Present
Crystal Mt. Hotels October 1995 - Present
McAdams Wright Ragen May 2003 - October 2014
Operation Nightwatch 2000 - September 2010
Atlantic Street Center March 2008 - October 2009
Wells Fargo Investments March 2000 - May 2003
Ragen MacKenzie August 1992 - March 2000
Skills
Wealth Management, Investment Advisory, Investment Portfolio, Boutique Hotels, Equities, Municipal Bonds, Convertible Bonds, Fixed Income, Portfolio Management, Endowments, Philanthropy, Friendly Personality
Education
Columbia University in the City of New York
Certified Portfolio Manager®
Seattle University 1991 — 1993
B.A.
Arizona State University 1988 — 1991
Overlake 1986 — 1988
St Joseph 1982 — 1984
Robert W. Baird & Co. November 2014 - Present
Seattle Bond Club January 2003 - Present
Crystal Mt. Hotels October 1995 - Present
McAdams Wright Ragen May 2003 - October 2014
Operation Nightwatch 2000 - September 2010
Atlantic Street Center March 2008 - October 2009
Wells Fargo Investments March 2000 - May 2003
Ragen MacKenzie August 1992 - March 2000
Skills
Wealth Management, Investment Advisory, Investment Portfolio, Boutique Hotels, Equities, Municipal Bonds, Convertible Bonds, Fixed Income, Portfolio Management, Endowments, Philanthropy, Friendly Personality
Education
Columbia University in the City of New York
Certified Portfolio Manager®
Seattle University 1991 — 1993
B.A.
Arizona State University 1988 — 1991
Overlake 1986 — 1988
St Joseph 1982 — 1984
Margot Kahn Case Margot Kahn Case's Ragen MacKenzie Experience 2000 - 2001
Job Author/Writer/Teacher
Industry Writing and Editing
Experience
margotkahn.com January 2013 - Present
Richard Hugo House 2007 - 2010
University of Oklahoma Press 2000 - May 2008
Seattle Arts & Lectures 2005 - 2008
Publishers Weekly 2004 - 2005
New York City Economic Development Corporation 2003 - 2004
Ragen MacKenzie 2000 - 2001
AmeriCorps 1999 - 2000
Skills
Editing, Creative Writing, Copy Editing, Grant Writing, Non-profits, Blogging, Copywriting, Social Media, Proofreading, Fundraising, Public Speaking, Community Outreach, Event Planning, Research, Teaching, Media Relations, Program Development, Publishing, Strategic Communications, Journalism, Non-fiction, Literature, Nonprofits, Feature Articles, Freelance Writing, Content Development, Books, Publications, Editorial, AP Style, Book Reviews, Fact-checking, Content Management, Poetry, Published Author, Travel Writing, Storytelling, Novels, Writing, Magazines
Education
Columbia University in the City of New York 2001 — 2003
MFA, Nonfiction Writing
Bates College 1994 — 1998
BA, English
margotkahn.com January 2013 - Present
Richard Hugo House 2007 - 2010
University of Oklahoma Press 2000 - May 2008
Seattle Arts & Lectures 2005 - 2008
Publishers Weekly 2004 - 2005
New York City Economic Development Corporation 2003 - 2004
Ragen MacKenzie 2000 - 2001
AmeriCorps 1999 - 2000
Skills
Editing, Creative Writing, Copy Editing, Grant Writing, Non-profits, Blogging, Copywriting, Social Media, Proofreading, Fundraising, Public Speaking, Community Outreach, Event Planning, Research, Teaching, Media Relations, Program Development, Publishing, Strategic Communications, Journalism, Non-fiction, Literature, Nonprofits, Feature Articles, Freelance Writing, Content Development, Books, Publications, Editorial, AP Style, Book Reviews, Fact-checking, Content Management, Poetry, Published Author, Travel Writing, Storytelling, Novels, Writing, Magazines
Education
Columbia University in the City of New York 2001 — 2003
MFA, Nonfiction Writing
Bates College 1994 — 1998
BA, English
Gail Baker Gail Baker's Ragen MacKenzie Experience May 1996 - April 2001
Job Executive V.P., COO E.K. Riley Investments, LLC
Industry Financial Services
Experience
E.K. Riley Investments, LLC June 2010 - Present
E.K. Riley Investments, LLC April 2002 - June 2010
Ragen MacKenzie May 1996 - April 2001
National Securities Clearing Corporation NSCC/DTCC 1986 - 1996
Pacific Clearing Corporation 1978 - 1986
Seattle First National Bank 1974 - 1978
Skills
Operations Management, Series 7
Education
Olympic College 1985 — 1989
Associates, Accounting
Shoreline Community College
E.K. Riley Investments, LLC June 2010 - Present
E.K. Riley Investments, LLC April 2002 - June 2010
Ragen MacKenzie May 1996 - April 2001
National Securities Clearing Corporation NSCC/DTCC 1986 - 1996
Pacific Clearing Corporation 1978 - 1986
Seattle First National Bank 1974 - 1978
Skills
Operations Management, Series 7
Education
Olympic College 1985 — 1989
Associates, Accounting
Shoreline Community College
Jenny Fiore Jenny Fiore's Ragen MacKenzie Experience April 2000 - April 2002
Job Writer / Editor / Content Specialist
Industry Writing and Editing
Experience
Jenny Fiore Writing & Editing January 2001 - Present
Mid-West Digital Marketing March 2012 - Present
National Endowment for Democracy November 2002 - November 2003
Texas Public Radio May 2002 - August 2002
ECS Learning Systems, Inc. May 2002 - August 2002
Ragen MacKenzie April 2000 - April 2002
The Seven Lakes Times November 1997 - March 1999
CRIZMAC Art & Cultural Education Materials January 1993 - July 1997
Skills
Editing, Proofreading, Newsletters, Word, Writing, Blogging, Social Media, Copy Editing, Copywriting, Non-profits, Magazines, Editorial, Press Releases, Stories, Microsoft Office, Creative Writing, Non-fiction, English, Content Development, Publicity, HTML, Marketing Communications, Grant Writing, Writing Skills, Magazine Articles, General Awesomeness, Publications, Nonprofits, Publishing, Microsoft Word, Storytelling, Social Media Marketing, Public Relations, Social Networking, Marketing, Newspapers, Digital Marketing, SEO, Facebook, Radio, Freelance Writing, SEO Copywriting, Research, Online Marketing, Advertising, Web Content, Event Planning, Integrated Marketing, Email Marketing, Media Relations
Education
University of Arizona 1991 — 1995
BS, English Literature and Composition
Globe High School
Globe High School
Jenny Fiore Writing & Editing January 2001 - Present
Mid-West Digital Marketing March 2012 - Present
National Endowment for Democracy November 2002 - November 2003
Texas Public Radio May 2002 - August 2002
ECS Learning Systems, Inc. May 2002 - August 2002
Ragen MacKenzie April 2000 - April 2002
The Seven Lakes Times November 1997 - March 1999
CRIZMAC Art & Cultural Education Materials January 1993 - July 1997
Skills
Editing, Proofreading, Newsletters, Word, Writing, Blogging, Social Media, Copy Editing, Copywriting, Non-profits, Magazines, Editorial, Press Releases, Stories, Microsoft Office, Creative Writing, Non-fiction, English, Content Development, Publicity, HTML, Marketing Communications, Grant Writing, Writing Skills, Magazine Articles, General Awesomeness, Publications, Nonprofits, Publishing, Microsoft Word, Storytelling, Social Media Marketing, Public Relations, Social Networking, Marketing, Newspapers, Digital Marketing, SEO, Facebook, Radio, Freelance Writing, SEO Copywriting, Research, Online Marketing, Advertising, Web Content, Event Planning, Integrated Marketing, Email Marketing, Media Relations
Education
University of Arizona 1991 — 1995
BS, English Literature and Composition
Globe High School
Globe High School
Will Strong Will Strong's Ragen MacKenzie Experience February 2008 - October 2010
Job Vice President at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen October 2010 - June 2014
Ragen MacKenzie February 2008 - October 2010
Wells Fargo December 2006 - January 2008
Skills
Portfolio Management, Investments, Equities, Asset Managment, Fixed Income, Asset Management, Investment Advisory
Education
Trinity College-Hartford 2002 — 2006
B.S., Environmental Science
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen October 2010 - June 2014
Ragen MacKenzie February 2008 - October 2010
Wells Fargo December 2006 - January 2008
Skills
Portfolio Management, Investments, Equities, Asset Managment, Fixed Income, Asset Management, Investment Advisory
Education
Trinity College-Hartford 2002 — 2006
B.S., Environmental Science
Martin G. Talarico Martin G. Talarico's Ragen MacKenzie Experience 1992 - 2000
Job Regional Branch Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2011 - Present
Wells Fargo Advisors, LLC 2006 - September 2011
Wells Fargo Investments, LLC 2001 - 2006
Ragen MacKenzie 1992 - 2000
Gibraltar Savings Bank 1985 - 1998
Kidder Peabody 1988 - 1992
Skills
Investments, Securities, Mutual Funds, Equities, Fixed Income, ETFs, Bonds
Education
The University of Montana - School of Business Administration 1983 — 1985
BS, Management, Finance
Montana State University-Bozeman 1980 — 1982
Wells Fargo Advisors, LLC September 2011 - Present
Wells Fargo Advisors, LLC 2006 - September 2011
Wells Fargo Investments, LLC 2001 - 2006
Ragen MacKenzie 1992 - 2000
Gibraltar Savings Bank 1985 - 1998
Kidder Peabody 1988 - 1992
Skills
Investments, Securities, Mutual Funds, Equities, Fixed Income, ETFs, Bonds
Education
The University of Montana - School of Business Administration 1983 — 1985
BS, Management, Finance
Montana State University-Bozeman 1980 — 1982
Janet (Janet Anderson) Malsam Janet (Janet Anderson) Malsam's Ragen MacKenzie Experience July 1991 - February 1993
Job Operational Excellence Lead Team FOX
Industry Internet
Experience
LinkedIn March 2012 - Present
Health Endeavors November 2011 - January 2012
Bank of the West July 2010 - November 2011
Common Sense Advisors January 2007 - January 2010
QA3 Financial Group August 2002 - January 2007
GWR Investments, Inc July 2000 - August 2002
Community First Bancshares, Inc June 1995 - April 1999
Charles Schwab February 1993 - May 1995
Ragen MacKenzie July 1991 - February 1993
RBC Wealth Management January 1986 - July 1991
Skills
Customer Service, Team Building, Leadership, Service Quality, Business Development, Sales, Social Media, Marketing, Selling, Analysis, Service Excellence, Coaching, Customer Experience, Customer Retention, Social Media Marketing, Networking, Customer Satisfaction, Compliance, Building Relationships, Cold Calling, Social Networking, Team Leadership, Training, Process Improvement, Customer Engagement, Collaborative Problem..., Leadership, Team..., Team Mentoring, Sales and Business..., Employee Training, Teamwork, Photography, Cupcakes, Animal Welfare, Relationship Building
Education
Bethel University 1984 — 1985
General Arts, Business, and Psychology
Mt. View High School 1981 — 1984
Diploma, General
University of Minnesota
Studies; Psychology
LinkedIn March 2012 - Present
Health Endeavors November 2011 - January 2012
Bank of the West July 2010 - November 2011
Common Sense Advisors January 2007 - January 2010
QA3 Financial Group August 2002 - January 2007
GWR Investments, Inc July 2000 - August 2002
Community First Bancshares, Inc June 1995 - April 1999
Charles Schwab February 1993 - May 1995
Ragen MacKenzie July 1991 - February 1993
RBC Wealth Management January 1986 - July 1991
Skills
Customer Service, Team Building, Leadership, Service Quality, Business Development, Sales, Social Media, Marketing, Selling, Analysis, Service Excellence, Coaching, Customer Experience, Customer Retention, Social Media Marketing, Networking, Customer Satisfaction, Compliance, Building Relationships, Cold Calling, Social Networking, Team Leadership, Training, Process Improvement, Customer Engagement, Collaborative Problem..., Leadership, Team..., Team Mentoring, Sales and Business..., Employee Training, Teamwork, Photography, Cupcakes, Animal Welfare, Relationship Building
Education
Bethel University 1984 — 1985
General Arts, Business, and Psychology
Mt. View High School 1981 — 1984
Diploma, General
University of Minnesota
Studies; Psychology
Brad Ott Brad Ott's Ragen MacKenzie Experience 1998 - 2000
Job Treasury Analyst and Investment Operations Analyst / Manager
Industry Financial Services
Experience
Outerwall 2012 - 2014
Wells Fargo Investments 2000 - 2011
Ragen MacKenzie 1998 - 2000
Skills
Financial Analysis, Vendor Management, Securities, Business Analysis, Investments, Banking, Management
Education
University of Iowa
Business Administration, Finance
Outerwall 2012 - 2014
Wells Fargo Investments 2000 - 2011
Ragen MacKenzie 1998 - 2000
Skills
Financial Analysis, Vendor Management, Securities, Business Analysis, Investments, Banking, Management
Education
University of Iowa
Business Administration, Finance
Jim Harvey, CIMA, CPWA Jim Harvey, CIMA, CPWA's Ragen MacKenzie Experience January 1989 - June 1999
Job President, Opus 111 Group, LLC
Industry Financial Services
Experience
Opus 111 Group, LLC July 1999 - Present
Prince William Sound Science Center September 2007 - May 2013
Alliance for Education 1998 - 2009
Ballard High School 2002 - 2005
Ragen MacKenzie January 1989 - June 1999
University of Washington Tyee Sports Council 1991 - 1996
Shearson Lehman Brothers August 1983 - December 1988
Skills
Research, Investments, Asset Management, Portfolio Management, Estate Planning, Business Succession..., Charitable Giving..., Philanthropy, Investment Analytics, Portfolio Optimization, Wealth Transfer, Wealth Preservation, Wealth Management, Business Journalism, Online Journalism, Broadcast Journalism
Education
University of Washington 1980 — 1981
Master Degree Program Studies--did not complete degree, Forest Economics & Finance Masters Program
Swarthmore College 1974 — 1978
BA, English
Opus 111 Group, LLC July 1999 - Present
Prince William Sound Science Center September 2007 - May 2013
Alliance for Education 1998 - 2009
Ballard High School 2002 - 2005
Ragen MacKenzie January 1989 - June 1999
University of Washington Tyee Sports Council 1991 - 1996
Shearson Lehman Brothers August 1983 - December 1988
Skills
Research, Investments, Asset Management, Portfolio Management, Estate Planning, Business Succession..., Charitable Giving..., Philanthropy, Investment Analytics, Portfolio Optimization, Wealth Transfer, Wealth Preservation, Wealth Management, Business Journalism, Online Journalism, Broadcast Journalism
Education
University of Washington 1980 — 1981
Master Degree Program Studies--did not complete degree, Forest Economics & Finance Masters Program
Swarthmore College 1974 — 1978
BA, English
Lewis Race, CFP ®, CLTC ® Lewis Race, CFP ®, CLTC ®'s Ragen MacKenzie Experience 1998 - 2002
Job Associate Wealth Management Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 2008 - Present
Senior Financial Advisors Inc. October 2005 - December 2007
Wells Fargo Private Client Services 2002 - 2005
Ragen MacKenzie 1998 - 2002
GE Capital Assurance 1994 - 1997
Great Northern Annuity 1992 - 1994
Skills
Portfolio Management, Series 7, Financial Planning, Wealth Management, Retirement Planning, Insurance, Retirement, Asset Allocation, Annuities, Long Term Care, Investment Advisory, Certified Financial...
Education
College for Financial Planning 2001 — 2003
CFP ® Certification Professional Education Program
University of Montana 1986 — 1990
BA, Political Science, (Emphasis in Public Administration)
Northwestern Mutual Financial Network January 2008 - Present
Senior Financial Advisors Inc. October 2005 - December 2007
Wells Fargo Private Client Services 2002 - 2005
Ragen MacKenzie 1998 - 2002
GE Capital Assurance 1994 - 1997
Great Northern Annuity 1992 - 1994
Skills
Portfolio Management, Series 7, Financial Planning, Wealth Management, Retirement Planning, Insurance, Retirement, Asset Allocation, Annuities, Long Term Care, Investment Advisory, Certified Financial...
Education
College for Financial Planning 2001 — 2003
CFP ® Certification Professional Education Program
University of Montana 1986 — 1990
BA, Political Science, (Emphasis in Public Administration)
Heather Hutson Heather Hutson's Ragen MacKenzie Experience January 2005 - May 2006
Job Certified Financial Planner, CFP® at Paracle Advisors
Industry Investment Management
Experience
Paracle Advisors January 2014 - Present
Paracle Advisors November 2009 - December 2013
Brighton Jones July 2006 - November 2009
Ragen MacKenzie January 2005 - May 2006
Skills
Investments, Risk Management, Wealth Management, Asset Managment, Tax, Financial Advisory, Strategic Financial..., Retirement Planning, Asset Allocation, Portfolio Management, Estate Planning
Education
Seattle University 2002 — 2006
BABA, Finance
Paracle Advisors January 2014 - Present
Paracle Advisors November 2009 - December 2013
Brighton Jones July 2006 - November 2009
Ragen MacKenzie January 2005 - May 2006
Skills
Investments, Risk Management, Wealth Management, Asset Managment, Tax, Financial Advisory, Strategic Financial..., Retirement Planning, Asset Allocation, Portfolio Management, Estate Planning
Education
Seattle University 2002 — 2006
BABA, Finance
Dan Mattson CPA Dan Mattson CPA's Ragen MacKenzie Experience 2000 - 2003
Job Consulting CFO at CFO Business Solution
Industry Accounting
Experience
CFO Business Solution August 2010 - Present
Seahurst Electric Inc. 2008 - 2010
HomePro Construction LLC 2003 - 2008
Ragen MacKenzie 2000 - 2003
Dain Rauscher 1995 - 2000
Genwest Systems 1987 - 1995
Thousand Trails 1985 - 1986
Ackerley Communications 1983 - 1984
Deloitte & Touche 1979 - 1982
McDonald Industries Inc. 1977 - 1979
Skills
Budgeting, Analysis, Forecasting, Cash Flow, Financial Analysis, Financial Management, Financial Reporting, Accounting, Strategic Planning, Business Planning, Financial Accounting, Investments, Quickbooks, Financial Planning, Business Strategy, Management Consulting, Managerial Finance, Strategic Financial..., Budgets, QuickBooks
Education
Missouri State University
BS, Accounting
CFO Business Solution August 2010 - Present
Seahurst Electric Inc. 2008 - 2010
HomePro Construction LLC 2003 - 2008
Ragen MacKenzie 2000 - 2003
Dain Rauscher 1995 - 2000
Genwest Systems 1987 - 1995
Thousand Trails 1985 - 1986
Ackerley Communications 1983 - 1984
Deloitte & Touche 1979 - 1982
McDonald Industries Inc. 1977 - 1979
Skills
Budgeting, Analysis, Forecasting, Cash Flow, Financial Analysis, Financial Management, Financial Reporting, Accounting, Strategic Planning, Business Planning, Financial Accounting, Investments, Quickbooks, Financial Planning, Business Strategy, Management Consulting, Managerial Finance, Strategic Financial..., Budgets, QuickBooks
Education
Missouri State University
BS, Accounting
Jimme Perkins's Ragen MacKenzie Experience September 1997 - November 2005
Job Senior Vice President, Financial Advisor at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. July 2014 - Present
McAdams,Wright,Ragen November 2005 - July 2014
Ragen MacKenzie September 1997 - November 2005
Skills
Portfolio Management, Retirement Planning, Equities, Stocks, Investments, Series 7, Equity Valuation, Options, Stock Picking, Series 65
Education
University of Arizona 1986 — 1991
Bachelor's Degree, Political Science and History
Lakeridge High School 1982 — 1986
High School
Robert W. Baird & Co. July 2014 - Present
McAdams,Wright,Ragen November 2005 - July 2014
Ragen MacKenzie September 1997 - November 2005
Skills
Portfolio Management, Retirement Planning, Equities, Stocks, Investments, Series 7, Equity Valuation, Options, Stock Picking, Series 65
Education
University of Arizona 1986 — 1991
Bachelor's Degree, Political Science and History
Lakeridge High School 1982 — 1986
High School
Cecile Miller's Ragen MacKenzie Experience August 1997 - December 1998
Job Owner of Cecile Miller Photography
Industry Photography
Experience
Coldwell Banker Bain June 2006 - Present
Cecile Miller Photography June 2000 - Present
Ragen MacKenzie August 1997 - December 1998
Murphey Favre/WM Financial September 1996 - August 1997
Skills
Microsoft Office, Photoshop, Adobe Illustrator, Adobe InDesign
Education
Central Washington University 1987 — 2002
BS Business Administration, Finance
University of Washington 1987 — 1990
Pre-Business
Coldwell Banker Bain June 2006 - Present
Cecile Miller Photography June 2000 - Present
Ragen MacKenzie August 1997 - December 1998
Murphey Favre/WM Financial September 1996 - August 1997
Skills
Microsoft Office, Photoshop, Adobe Illustrator, Adobe InDesign
Education
Central Washington University 1987 — 2002
BS Business Administration, Finance
University of Washington 1987 — 1990
Pre-Business
Kecia Cossett's Ragen MacKenzie Experience March 1986 - October 1997
Job Business Transformation Innovator
Industry Management Consulting
Experience
Tobias Quality Concepts, LLC June 1999 - Present
Company Name Confidential May 2008 - January 2011
Cable One August 2000 - August 2004
Metro Information Services 1998 - 2000
America Online September 1996 - July 1998
Ragen MacKenzie March 1986 - October 1997
Skills
Strategic Planning, DNS, Risk Management, SQL, Six Sigma, Project Management, Process Improvement, Leadership
Education
University of Puget Sound
Tobias Quality Concepts, LLC June 1999 - Present
Company Name Confidential May 2008 - January 2011
Cable One August 2000 - August 2004
Metro Information Services 1998 - 2000
America Online September 1996 - July 1998
Ragen MacKenzie March 1986 - October 1997
Skills
Strategic Planning, DNS, Risk Management, SQL, Six Sigma, Project Management, Process Improvement, Leadership
Education
University of Puget Sound
Nicholas Slater's Ragen MacKenzie Experience April 2004 - March 2008
Job Senior Vice President
Industry Investment Management
Experience
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen April 2008 - November 2014
Ragen MacKenzie April 2004 - March 2008
Skills
Series 7, Securities, Valuation
Education
Washington State University 2002 — 2003
Bachelor of Arts (BA), Economics, cum laude
Boston University 1988 — 2001
Physics
Robert W. Baird & Co. November 2014 - Present
McAdams Wright Ragen April 2008 - November 2014
Ragen MacKenzie April 2004 - March 2008
Skills
Series 7, Securities, Valuation
Education
Washington State University 2002 — 2003
Bachelor of Arts (BA), Economics, cum laude
Boston University 1988 — 2001
Physics
Rob Shick's Ragen MacKenzie Experience 1992 - 2006
Job Senior Vice President at Robert W. Baird
Industry Investment Management
Experience
McAdams Wright Ragen 2006 - Present
Ragen MacKenzie 1992 - 2006
Shearson Lehman Bros 1985 - 1992
Skills
Wealth Management, Equities, Fixed Income, Portfolio Management, Asset Management
Education
Portland State University 1981 — 1983
BBA, Business Administration
COCC
McAdams Wright Ragen 2006 - Present
Ragen MacKenzie 1992 - 2006
Shearson Lehman Bros 1985 - 1992
Skills
Wealth Management, Equities, Fixed Income, Portfolio Management, Asset Management
Education
Portland State University 1981 — 1983
BBA, Business Administration
COCC
Jamie McCollister's Ragen MacKenzie Experience May 1998 - May 2002
Job Commercial & Residential Business Manager at Russell Sigler Inc.
Industry Wholesale
Experience
Russell Sigler Inc. October 2013 - Present
Russell Sigler Inc. February 2010 - October 2013
McGladrey June 2005 - February 2010
Pinnacle Computer Center August 1999 - June 2003
Ragen MacKenzie May 1998 - May 2002
Skills
Financial Reporting, GAAP, US GAAP, Financial Accounting, Auditing, Financial Statements, Financial Analysis, Accounting, Internal Controls, Financial Modeling, Corporate Tax, Variance Analysis, Internal Audit, Forecasting, External Audit, Project Management, Mergers & Acquisitions
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
Bachelor’s Degree, Accountancy
Arizona State University 2002 — 2006
Bachelor’s Degree, Accountancy
Russell Sigler Inc. October 2013 - Present
Russell Sigler Inc. February 2010 - October 2013
McGladrey June 2005 - February 2010
Pinnacle Computer Center August 1999 - June 2003
Ragen MacKenzie May 1998 - May 2002
Skills
Financial Reporting, GAAP, US GAAP, Financial Accounting, Auditing, Financial Statements, Financial Analysis, Accounting, Internal Controls, Financial Modeling, Corporate Tax, Variance Analysis, Internal Audit, Forecasting, External Audit, Project Management, Mergers & Acquisitions
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
Bachelor’s Degree, Accountancy
Arizona State University 2002 — 2006
Bachelor’s Degree, Accountancy
Vivian Bustillos's Ragen MacKenzie Experience 2000 - 2001
Job Financial Services
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Investments, LLC July 2000 - January 2011
Ragen MacKenzie 2000 - 2001
Skills
Risk Management, Securities, Investments, Banking
Education
Bellevue College 2012 — 2013
Associate's Degree, Accounting, 3.82
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Investments, LLC July 2000 - January 2011
Ragen MacKenzie 2000 - 2001
Skills
Risk Management, Securities, Investments, Banking
Education
Bellevue College 2012 — 2013
Associate's Degree, Accounting, 3.82
Laurie Williams Elofson's Ragen MacKenzie Experience January 2006 - June 2008
Job Executive Program Assistant II at King County Office of Economic and Financial Analysis
Industry Financial Services
Experience
King County Office of Economic and Financial Analysis 2014 - Present
Queen Anne Helpline April 2013 - Present
Ragen MacKenzie January 2006 - June 2008
Strategic Wealth Management November 2004 - January 2006
West Coast Diamond & Gem, Inc August 2003 - November 2004
Seattle-Northwest Securities Corporation July 2001 - April 2003
Education
Seattle University 2006 — 2008
Master of Science (MS), Finance
University of Washington, Michael G. Foster School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
King County Office of Economic and Financial Analysis 2014 - Present
Queen Anne Helpline April 2013 - Present
Ragen MacKenzie January 2006 - June 2008
Strategic Wealth Management November 2004 - January 2006
West Coast Diamond & Gem, Inc August 2003 - November 2004
Seattle-Northwest Securities Corporation July 2001 - April 2003
Education
Seattle University 2006 — 2008
Master of Science (MS), Finance
University of Washington, Michael G. Foster School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Bert Peterson's Ragen MacKenzie Experience March 1989 - December 1999
Job MT McQuaid Construction LLC
Industry Investment Management
Experience
MT McQuaid Construction LLC January 2015 - Present
McAdams Wright Ragen September 2011 - December 2014
Wells Fargo Advisors January 2006 - May 2011
Wells Fargo Advisors January 2000 - December 2005
Ragen MacKenzie March 1989 - December 1999
Skills
Series 7, Portfolio Management, Fixed Income, Wealth Management, Equities, Series 63, Securities, Mutual Funds, Investments, Financial Services, Asset Management, Risk Management, Trading, FINRA, Banking, Asset Allocation, Bonds, Financial Markets
Education
Portland Community College 1982 — 1983
Accounting
MT McQuaid Construction LLC January 2015 - Present
McAdams Wright Ragen September 2011 - December 2014
Wells Fargo Advisors January 2006 - May 2011
Wells Fargo Advisors January 2000 - December 2005
Ragen MacKenzie March 1989 - December 1999
Skills
Series 7, Portfolio Management, Fixed Income, Wealth Management, Equities, Series 63, Securities, Mutual Funds, Investments, Financial Services, Asset Management, Risk Management, Trading, FINRA, Banking, Asset Allocation, Bonds, Financial Markets
Education
Portland Community College 1982 — 1983
Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY