Sapient Private Wealth Management

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Sapient Private Wealth Management Employees

Employee
Years
Job
Industry
Ashley Elder Ashley Elder Eugene, Oregon Details
Ashley Elder's Sapient Private Wealth Management Experience January 2014 - May 2014
Job J.D. Candidate/Law Clerk at General Counsel for the University of Oregon
Industry Higher Education
Experience
General Counsel for the University of Oregon   May 2014 - Present
Sapient Private Wealth Management   January 2014 - May 2014
Lane County District Attorney  May 2013 - December 2013
University of San Diego Writing Center  August 2010 - January 2012

Skills
Legal Research, Legal Writing, Public Speaking, English grammar, Microsoft Excel, Teamwork

Education
University of Oregon School of Law   2012 — 2015
Business Law

University of San Diego   2008 — 2012
Bachelor of Arts (B.A.), Political Science, Minors in History and English

Casia Chappell, CFP® Casia Chappell, CFP® Eugene, Oregon Details
Casia Chappell, CFP®'s Sapient Private Wealth Management Experience 2012 - Present
Job Relationship Manager at Sapient Private Wealth Management
Industry Financial Services
Experience
Sapient Private Wealth Management   2012 - Present
Ameriprise Financial  2010 - 2012
Silvan Ridge / Hinman Vineyards   September 2010 - November 2010
Diversions Cafe - University of Puget Sound   2007 - 2010

Skills
Series 7, Equities, Insurance, Wealth Management..., Risk Management, Financial Modeling, FINRA, Relationship Management, Financial Analysis

Education
University of Puget Sound   2006 — 2010
B.A., Politics and Government, French Literature

Université de Bourgogne   2009 — 2009
Study Abroad, French Language

Justin Goschie Justin Goschie New York, New York Details
Justin Goschie's Sapient Private Wealth Management Experience October 2014 - June 2015
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  July 2015 - Present
Sapient Private Wealth Management   October 2014 - June 2015
University of Oregon Investment Group  October 2013 - June 2015
Pacific Crest Securities  July 2014 - September 2014
Pacific Crest Securities  June 2014 - July 2014
Credit Concepts Inc.   September 2011 - June 2012

Skills
Equity Research, Equity Valuation, Financial Modeling, Economics, Data Analysis, Equity Derivatives, Financial Accounting, Econometrics, Analysis, Quantitative Analytics, Macroeconomics, Financial Economics, Financial Management, Monetary Policy, Financial Risk, Mathematics, Stata, Microsoft Excel

Education
University of Oregon   2011 — 2015
Bachelor of Science (BS), Econometrics and Quantitative Economics

University of Oregon - Charles H. Lundquist College of Business   2011 — 2015
Bachelor of Science (B.S.), Accounting

Dina K. Ahten Dina K. Ahten Eugene, Oregon Details
Dina K. Ahten's Sapient Private Wealth Management Experience September 2010 - Present
Job Compliance Manager Relationship Manager at Sapient Private Wealth Management
Industry Financial Services
Experience
Sapient Private Wealth Management   September 2010 - Present
Morgan Stanley Smith Barney  May 2000 - September 2010

Skills
Holds Series 7, 63, and...

Education
University of Oregon
Bachelor of Science (BS), Marine Biology and Geology

Greg Erwin Greg Erwin Eugene, Oregon Details
Greg Erwin's Sapient Private Wealth Management Experience September 2010 - Present
Job Managing Principal at Sapient Private Wealth Management
Industry Investment Management
Experience
Sapient Private Wealth Management   September 2010 - Present
Morgan Stanley Smith Barney  January 1984 - September 2010

Skills
Wealth Management, Retirement Planning, Asset Allocation

Education
University of Oregon - Charles H. Lundquist College of Business   1978 — 1983
Bachelor of Science, Finance/Business Management

Bellarmine Preparatory School   1974 — 1978

Jonathan Riddle Jonathan Riddle Eugene, Oregon Area Details
Jonathan Riddle's Sapient Private Wealth Management Experience 2015 - Present
Job Finance | Operations | Sports Business
Industry Financial Services
Experience
Sapient Private Wealth Management   2015 - Present
SOL REPUBLIC  2011 - 2015
brass Media Inc.  2011 - 2013
Various Companies  2009 - 2012
Bank of America  April 2006 - December 2007

Education
University of Oregon - Charles H. Lundquist College of Business   2008 — 2010
Master of Business Administration (MBA), Sports Marketing

Corban University   2000 — 2004
B.S., Business Administration

Alex Erwin Alex Erwin Eugene, Oregon Area Details
Alex Erwin's Sapient Private Wealth Management Experience 2010 - May 2015
Job Client Services Specialist, CUSO Financial Services, L.P. at SELCO Investment & Retirement Services
Industry Financial Services
Experience
SELCO Investment & Retirement Services   May 2015 - Present
Sapient Private Wealth Management   2010 - May 2015
Erwin Martin Rexius Group at Morgan Stanley Smith Barney   June 2008 - September 2010

Skills
Investments, Financial Services, Wealth Management, Financial Analysis, Retirement Planning, Asset Allocation

Education
University of Oregon   2006 — 2012
Bachelor of Science (B.S.), Economics

University of Oregon - Charles H. Lundquist College of Business   2006 — 2012
Bachelor of Science (B.S.), Business Administration: Finance

Henry D Sheldon High School   2002 — 2006

Nicolle Hedberg Nicolle Hedberg Eugene, Oregon Details
Nicolle Hedberg's Sapient Private Wealth Management Experience July 2014 - Present
Job at
Industry Financial Services
Experience
Sapient Private Wealth Management   July 2014 - Present
doTERRA  February 2014 - Present
H Boutique   July 2013 - June 2014
Terra Tech, LLC   June 2012 - June 2013
Carter & Carter Financial   2011 - 2011
Watkinson Laird Rubenstein Baldwin & Burgess, PC   2010 - 2011
Roascio/Hannon Productions   2004 - 2007
Self  2004 - 2007
MAN Los Angeles   2004 - 2007
Grey Group  2003 - 2004

Skills
Sales, Online Advertising, Social Networking, Marketing, Marketing Strategy, Advertising, Social Media, Customer Service, Event Planning, Digital Media, Facebook, Management, Project Management, Branding & Identity, Reiki, Digital Strategy, Salesforce.com, Production Managment, Spiritual Counselor, Financial Markets, Stock Trading, Stock Market, Lead Generation, Social Media Marketing, Creativity, Thinking Outside The Box, Wardrobe Styling, Counseling Psychology, Consciousness, Health &..., Financial Transactions

Education
University of Santa Monica   2009 — 2010
Masters in Spiritual Psychology, Consciousness, Health & Healing

University of Santa Monica   2006 — 2008
Master's degree, Spiritual Psychology

University of Oregon   1989 — 1994
Bachelor's degrees, 1) Business - Marketing and 2) Business - Management

Sandi Sperry Sandi Sperry Eugene, Oregon Area Details
Sandi Sperry's Sapient Private Wealth Management Experience September 2010 - Present
Job Operations Manager at Sapient Private Wealth Management
Industry Financial Services
Experience
Sapient Private Wealth Management   September 2010 - Present
Morgan Stanley Smith Barney  May 2005 - September 2010
State Farm Insurance  June 1993 - April 2005

Skills
Insurance, Series 63, Series 7, Mutual Funds, Customer Service, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Uniform Combined State..., Process Improvement, Banking, Access, Analysis, Finance

Education
Oregon State University   1989 — 1993
BS, Business Administration (Accounting & Finance)

Tamara L. Humphries Tamara L. Humphries Eugene, Oregon Area Details
Tamara L. Humphries's Sapient Private Wealth Management Experience September 2010 - Present
Job Wealth Manager at Sapient Private Wealth Management
Industry Financial Services
Experience
Sapient Private Wealth Management   September 2010 - Present
The Erwin Martin Rexius Group at Morgan Stanley Smith Barney   August 1992 - September 2010

Skills
Wealth Management, Retirement Planning, Investments, High Net Worth..., Asset Management, Estate Planning, Portfolio Management, Financial Planning

Education
College for Financial Planning   2005 — 2006

Caleb Rexius Caleb Rexius Eugene, Oregon Area Details
Caleb Rexius's Sapient Private Wealth Management Experience June 2011 - June 2012
Job Owner at Caleb Rexius Productions
Industry Motion Pictures and Film
Experience
Caleb Rexius Productions   July 2012 - Present
Sapient Private Wealth Management   June 2011 - June 2012
Caleb Rexius Productions   March 2010 - June 2011
Rexius Forest By Products   October 2007 - May 2011
Young Life - Washington Family Ranch   October 2006 - September 2007

Skills
Marketing Strategy, Photoshop, Illustrator, InDesign, Marketing, Music Industry, New Business Development, Video Production

Education
University of Oregon - Charles H. Lundquist College of Business   2003 — 2006
Bachelor's of Science, Finance, Economics