Safeco Mutual Funds

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Safeco Mutual Funds Employees

Employee
Years
Job
Industry
Laurie Kubiak Laurie Kubiak Kansas City, Missouri Area Details
Laurie Kubiak's Safeco Mutual Funds Experience June 1998 - June 1999
Job Communications and Education Professional
Industry Public Relations and Communications
Experience
Shawnee Mission School District  November 2014 - Present
Bayfield School District  August 2013 - May 2014
Blue Valley School District  November 2006 - May 2013
The Kansas City Star  October 2000 - May 2005
Safeco Mutual Funds   June 1998 - June 1999

Skills
Elementary Education, Writing, Public Relations, Marketing Communications, Advertising, Marketing, Teaching, Budgets, Editing, Creative Writing, Public Speaking, Fundraising, Nonprofits, Event Planning, Copy Editing, Research, Classroom, Community Outreach

Education
Rockhurst University   2005 — 2008
Master of Education (MEd), Elementary Education and Teaching

The University of Kansas   1985 — 1990
Bachelor of Science (BS), Communication, Journalism, and Related Programs

Christopher Lavery, Jr, MBA Christopher Lavery, Jr, MBA Washington, District Of Columbia Details
Christopher Lavery, Jr, MBA's Safeco Mutual Funds Experience July 1998 - June 1999
Job Senior Systems Manager at ICMARC
Industry Financial Services
Experience
ICMA-RC  June 2014 - Present
ICMA-RC  June 2008 - June 2014
New Covenant Metropolitan Community Church   August 1999 - November 2009
ICMA-RC  June 2005 - May 2008
ICMA-RC  June 2003 - May 2005
ICMA-RC  July 1999 - May 2003
Safeco Mutual Funds   July 1998 - June 1999
Safeco Mutual Funds   June 1997 - June 1998
T. Rowe Price  May 1997 - July 1997
T. Rowe Price  June 1996 - May 1997

Skills
Project Management, Technical Support, Business Requirements, Statistical Reporting, Business Process..., Business Analysis, Analytic Problem Solving, Financial Services, VoIP, Business Impact Analysis, Disaster Recovery, Relationship Management, Customer Service, CTI, Pension Administration, Qualified Retirement..., IRAs, Retiree Health Savings, Investments, Benefit Plan..., Church Administration, Financial Management..., General Securities..., Troubleshooting, Requirements Analysis, User Acceptance Testing, Requirements Gathering, 401k, Process Improvement, Series 63, Securities, Leadership, Planning Budgeting &..., Critical Thinking, Strategic Planning, Technical Writing, Technical Analysis, Change Management, Customer Satisfaction, Customer Insight, Customer Oriented, Team Leadership, Management, Training, Visio

Education
Keller Graduate School of Management of DeVry University   2005 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General

Towson University   1991 — 1996
BS, Sociology

Kyle Dinniene, PMP, CSM Kyle Dinniene, PMP, CSM Greater Seattle Area Details
Kyle Dinniene, PMP, CSM's Safeco Mutual Funds Experience September 1992 - March 1996
Job Senior Project Manager at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP  April 2014 - Present
Symetra Financial  July 2010 - April 2014
Holland America Line  June 2009 - June 2010
Washington Mutual  June 2007 - January 2009
K&L Gates  August 2006 - May 2007
Safeco  January 2003 - July 2006
Safeco Asset Management   March 1998 - November 2002
Safeco Credit Company  March 1996 - March 1998
Safeco Mutual Funds   September 1992 - March 1996

Skills
Business Process..., Visio, Business Analysis, SDLC, Integration, PMP, Cross-functional Team..., Program Management, SharePoint, Leadership, Management, Project Management, Business Process, Agile Methodologies, Analysis, Strategy, MS Project, Scrum, Risk Management, Software Documentation, Microsoft Project

Education
University of Denver - Daniels College of Business   1988 — 1992
BSBA, Finance / Marketing

Ben Johnson, CFP® Ben Johnson, CFP® Greater Seattle Area Details
Ben Johnson, CFP®'s Safeco Mutual Funds Experience September 1994 - September 1999
Job Director of Client Care at Highland Private Wealth Management, LLC
Industry Financial Services
Experience
Highland Private Wealth Management, LLC   May 2011 - Present
Laird Norton Wealth Management  February 2002 - May 2011
Allison Spielman Advisors   December 1999 - February 2002
SAFECO Mutual Funds   September 1994 - September 1999

Skills
Due to compliance...

Education
North Park University   1990 — 1994
B.A., Finance, Economics

College for Financial Planning   1998 — 2000
CFP®, Certified Financial Planner (TM)

Helen Marson Helen Marson Lake Stevens, Washington Details
Helen Marson's Safeco Mutual Funds Experience July 1999 - January 2000
Job Accounting Manager at Zodiac Aerospace
Industry Aviation & Aerospace
Experience
Zodiac Aerospace  May 2006 - Present
BDO USA, LLP  January 2004 - May 2006
GE Capital  January 2000 - January 2004
Safeco Mutual Funds   July 1999 - January 2000
Thrivent Financial  September 1997 - June 1999

Skills
Manufacturing, Accounting, Financial Reporting, Account Reconciliation

Education
Central Washington University   2001 — 2003
Bachelor's Degree, Accounting

Edmonds Community College   2000 — 2001
Associate's Degree, Accounting

Scott Oswald, CFA, FRM, CAIA Scott Oswald, CFA, FRM, CAIA Greater Seattle Area Details
Scott Oswald, CFA, FRM, CAIA's Safeco Mutual Funds Experience 2001 - 2004
Job Principal at Bristlecone Advisors
Industry Investment Management
Experience
Bristlecone Advisors  July 2006 - Present
Todd Pacific Shipyards  June 2005 - September 2005
Safeco Mutual Funds   2001 - 2004

Skills
Investments, Financial Modeling, Portfolio Management, Economic Research, Investment Management

Education
University of Washington, Michael G. Foster School of Business   2004 — 2006
Master of Business Administration (M.B.A.)

   2005 — 2005

Syracuse University   1996 — 2000
Bachelors

Syracuse University - London   1999 — 1999

Hershey High School   1992 — 1996
High School

John Haase, CIMA John Haase, CIMA Greater New York City Area Details
John Haase, CIMA's Safeco Mutual Funds Experience 1998 - 2004
Job Head of Marketing at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments  January 2012 - Present
Invesco Ltd.  June 2010 - December 2011
Morgan Stanley  June 2007 - June 2010
ING Investment Management  August 2004 - June 2007
Safeco Mutual Funds   1998 - 2004

Skills
Investment Management, Certified Investment..., Product Management, Portfolio Marketing, Mutual Funds, Asset Managment, Investments, Asset Management, Due Diligence, Asset Allocation, Alternative Investments, Retirement, ETFs, Series 63, Series 7

Education
University of Arizona   1991 — 1994
BSBA, Marketing

Ben Freeburg Ben Freeburg Greater Seattle Area Details
Ben Freeburg's Safeco Mutual Funds Experience December 2002 - March 2004
Job Investment Strategy Director
Industry Investment Management
Experience
Summit Capital Group, LLC  June 2010 - Present
BlackRock Alternative Advisors  2007 - March 2009
BlackRock  2007 - 2009
Quellos Group   April 2004 - September 2007
Safeco Mutual Funds   December 2002 - March 2004
American Red Cross  August 2001 - June 2002

Skills
Financial Analysis, Investments, Hedge Funds, Asset Management, Portfolio Management, Equities, Private Equity, Valuation, Excel, Due Diligence, Microsoft Excel, Equity Research, Derivatives, Strategic Planning, Venture Capital, Alternative Investments, Trading

Education
University of Notre Dame - Mendoza College of Business   2009 — 2010
MBA, Finance, Investments

Gonzaga University   1997 — 2001
Finance, Marketing

Gonzaga University - School of Business Administration   1997 — 2001
Bachelor of Business Administration, Finance, Marketing

Snohomish High School   1994 — 1997

Rodney Van Belle Rodney Van Belle Greater Seattle Area Details
Rodney Van Belle's Safeco Mutual Funds Experience October 1998 - August 2003
Job Market Operations Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  June 2011 - Present
Wells Fargo Investments - Wealth Management Group   August 2008 - June 2011
Washington Mutual  September 2003 - August 2008
Safeco Mutual Funds   October 1998 - August 2003
U.S. Bancorp   1988 - 1998

Skills
Risk Management, Securities, Investments, Banking, Portfolio Management, Process Improvement, Bonds, Call Center, Customer Service, Fixed Income, Microsoft Excel, Underwriting

Education
Central Washington University
Bachelor of Science (B.S.), Business Administration

Daniel Dunn Daniel Dunn Greater Philadelphia Area Details
Daniel Dunn's Safeco Mutual Funds Experience September 1997 - June 1999
Job Relationship Manager, E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  August 2008 - Present
Computershare Plan Managers   January 2000 - August 2008
Merrill Lynch  August 1999 - January 2000
SAFECO Mutual Funds   September 1997 - June 1999
BISYS Fund Services  August 1995 - September 1997
Towers Perrin  May 1992 - August 1995

Skills
Options, Financial Services, Mutual Funds, Investments, 401k, Relationship Management, Series 24, Executive Pay, Series 7, Series 63, Risk Management, Retirement, Investment Advisory, Asset Managment, Retirement Planning, Financial Modeling, Alternative Investments, Financial Analysis, Banking, Strategic Financial..., Asset Allocation, FINRA, IRAs, Capital Markets, Defined Benefit, Business Strategy, Financial Markets, Financial Reporting, Fixed Income, Investment Strategies, Process Improvement, Pensions, Incentive Programs, Business Analysis, Investor Relations, Trading, Derivatives, Employee Benefits, Mergers, ETFs, Due Diligence, Employee Stock Options, Compensation & Benefits..., Restricted Stock, Contract Negotiation, ESPP, Brokerage, CRM, Leadership, Mergers & Acquisitions

Education
Drexel University - LeBow College of Business   1987 — 1992
BSBA, Finance

St. Joseph's Prep   1983 — 1987

Duane Gerstenberger Duane Gerstenberger Greater Seattle Area Details
Duane Gerstenberger's Safeco Mutual Funds Experience October 2000 - May 2001
Job semiretired at Mary Lends a Hand (gardening and handyman services)
Industry Insurance
Experience
Mary Lends a Hand (gardening and handyman services   January 2014 - Present
Symetra Financial  August 2001 - January 2014
Safeco Mutual Funds   October 2000 - May 2001
Insurance Advocates   September 1999 - September 2000
self  March 1997 - April 1999
National Federation of the Blind  December 1979 - February 1997
Iowa Commission for the Blind   June 1973 - November 1979
University of Iowa Hospital and Clinics  June 1971 - May 1973
HLV Community Schools   August 1968 - May 1971

Skills
Microsoft Excel, Leadership, Process Improvement, Business Analysis, Risk Management, Analysis, Outlook

Education
University of Dubuque   1965 — 1968
Bachelor of Arts (B.A.), English, German, education