Sapient Private Wealth Management
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Sapient Private Wealth Management Employees
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
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
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
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
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
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
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
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
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)
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 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