Saturna Capital Corporation

Description

Address: 1300 N State St, Bellingham, WA 98225 Hours: Open ⋅ Closes 6PM Friday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (360) 734-9900Place name: Category: : : : : Website: : : Website: https://www.saturna.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Saturna Capital Corporation Employees

Employee
Years
Job
Industry
Scott Klimo, CFA Scott Klimo, CFA Bellingham, Washington Details
Scott Klimo, CFA's Saturna Capital Corporation Experience May 2012 - Present
Job Director of Research at Saturna Capital Corporation
Industry Financial Services
Experience
Saturna Capital Corporation   May 2012 - Present
Security Global Investors  October 2001 - April 2011
Avera Global Partners / Security Global Investors   October 2001 - April 2011
Founders Asset Management  December 1999 - September 2001
State of Wisconsin Investment Board  May 1998 - November 1999
SBC Warburg  March 1994 - March 1998
Smith New Court Far East   1991 - 1994
Crosby Securities   January 1989 - January 1990
Crosby Securities   1987 - 1989

Education
Mandarin Training Center, National Taiwan Normal University   1984 — 1986

The Chinese University of Hong Kong   1983 — 1984
Chinese language, politics and literature studies

Hamilton College   1979 — 1983
Bachelor of Arts, Asian Studies

Western Reserve Academy   1975 — 1979

John M. Peters, CFA John M. Peters, CFA Greater San Diego Area Details
John M. Peters, CFA's Saturna Capital Corporation Experience April 2009 - June 2009
Job Portfolio Manager at Gupta Wealth Management
Industry Investment Management
Experience
Gupta Wealth Management  January 2015 - Present
Pure Financial Advisors  October 2011 - January 2015
TD Ameritrade  December 2010 - October 2011
Berkeley Capital Securities   January 2010 - December 2010
Merrill Lynch  September 2009 - December 2009
Liberty Mutual  June 2009 - September 2009
Saturna Capital Corporation   April 2009 - June 2009

Skills
Mutual Funds, Equities, Fixed Income, Financial Analysis, Wealth Management, Trading, Capital Markets, Security Analysis, Business Relationship..., Securities, ETFs, Bloomberg, Asset Management, Private Placements, FINRA, Finance, Asset Allocation, Salesforce.com, Portfolio Management, REIT, Derivatives, Rebalancing, Index Funds

Education
Western Washington University   2005 — 2009
Bachelor of Arts, Finance, Economics

University of Newcastle   2008 — 2008
Semester Abroad, Finance, Economics

Juanita High School   2002 — 2005

Ali Farooq Ali Farooq Los Angeles, California Details
Ali Farooq's Saturna Capital Corporation Experience March 2010 - December 2012
Job Private Wealth Advisor at Protected Investors of America
Industry Financial Services
Experience
Protected Investors of America  April 2014 - Present
Fyshe Horton Finney Ltd   June 2012 - April 2014
Saturna Capital Corporation   March 2010 - December 2012
Ziegler  February 2009 - March 2010
Merrill Lynch  January 2006 - January 2009

Skills
Portfolio Management, Investments, Strategic Financial..., Wealth Management, Equities, Banking, Asset Management, Mutual Funds, Financial Analysis, Retirement Planning, Microsoft Office, Fixed Income, Investment Advisory, Strategic Planning, Derivatives, Financial Services, Management, Finance, Series 7, Asset Allocation, Series 63, Retirement, Investment Strategies, Wealth, Investment Management, Financial Advisory, Securities, Alternative Investments, Financial Planning

Education
University of Illinois at Chicago   2002 — 2004
Bachelor of Arts (B.A.), Economics

Illinois State University   2000 — 2002

Phelps McIlvaine Phelps McIlvaine Bellingham, Washington Details
Phelps McIlvaine's Saturna Capital Corporation Experience November 1993 - Present
Job Vice President, Director, Portfolio Manager at Saturna Capital Corporation
Industry Financial Services
Experience
Saturna Capital Corporation   November 1993 - Present
Hickey Financial Services   1986 - 1993
FIrst National Bank of Chicago  1985 - 1986
Virginia Trading Company   1983 - 1985
First National Bank of Boston  1976 - 1982

Education
University of Denver   1971 — 1975
Bachelor's degree, Economics

Deerfield Academy   1967 — 1971

Jordan Tuchek Jordan Tuchek Bellingham, Washington Area Details
Jordan Tuchek's Saturna Capital Corporation Experience March 2014 - Present
Job Transfer Agency Administrator
Industry Financial Services
Experience
Saturna Capital Corporation   March 2014 - Present
Bellingham Arts Academy for Youth   September 2013 - January 2014
Alpha Kappa Psi  March 2012 - March 2013
Western Washington University  2011 - 2013
CARQUEST  August 2010 - August 2011
City of Kent  March 2009 - June 2009

Skills
Teamwork, Fundraising, Customer Service, Microsoft Excel, Leadership, Coaching, Microsoft Word, Event Planning, Financial Analysis, Public Speaking, PowerPoint, Nonprofits, Microsoft Office

Education
Western Washington University   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Management, Senior

Green River Community College   2010 — 2011
Associate, Business

Ryan LeCocq Ryan LeCocq Seattle, Washington Details
Ryan LeCocq's Saturna Capital Corporation Experience May 2013 - August 2013
Job Graduate Student at London School of Economics
Industry Research
Experience
Houghton Consulting Group   November 2013 - May 2014
Saturna Capital Corporation   May 2013 - August 2013
Amazon.com  December 2011 - June 2012
Peoples Bank  June 2011 - September 2011
Peoples Bank  January 2008 - December 2010

Skills
Financial Modeling, Equity Research, Cloud Computing, Credit, Corporate Finance, Enterprise Valuation, Financial Analysis, Leadership, Economics

Education
The London School of Economics and Political Science (LSE)   2013 — 2014
Master of Science (MSc), Economic History

Western Washington University   2009 — 2013
Bachelor of Arts, Finance, 3.89

Franklin University Switzerland   2010 — 2011
Italiano, Art History

Nayeem Qureshi Nayeem Qureshi San Francisco, California Details
Nayeem Qureshi's Saturna Capital Corporation Experience February 2010 - August 2012
Job Founder / President at Global Philanthropy Advisors
Industry Investment Management
Experience
Global Philanthropy Advisors   2008 - Present
Halbert Hargrove  January 2013 - February 2014
ShariahShares Inc.   August 2012 - December 2012
Saturna Capital Corporation   February 2010 - August 2012
Newdea/ Global Philanthropy advisors   2008 - 2010
Lehman Brothers  2006 - 2008
Foundation Source  2002 - 2006
Fidelity Investments  1993 - 2002

Skills
Wealth Management, Investment Advisory, CRM, Investments, Retirement Planning, SaaS, Equities, Private Equity, Philanthropy, Asset Management, Sales Management, Strategic Planning, Program Management, Management, Financial Advisory, Wealth Management..., Entrepreneurship

Education
University of Cincinnati

Nicholas Abel Nicholas Abel Portland, Oregon Details
Nicholas Abel's Saturna Capital Corporation Experience June 2014 - October 2014
Job Investment Analyst at RVK, Inc.
Industry Investment Management
Experience
RVK, Inc.   December 2014 - Present
Nyasha & Company LLC   February 2014 - January 2015
Saturna Capital Corporation   June 2014 - October 2014
Western Washington University  August 2013 - June 2014
WuXi AppTec  July 2013 - August 2013
WuXi AppTec  May 2013 - July 2013
Western Washington University  September 2012 - May 2013
Boeing Shanghai Aviation   June 2012 - August 2012
Starbucks  September 2009 - July 2012
Ka Leo O Hawai`i  June 2011 - August 2011

Skills
Leadership, Customer Service, Microsoft Office, Chinese, Event Management, Marketing Strategy, Project Management, Microsoft Excel, Public Speaking, Event Planning, Inventory Management, Multicultural Team..., PowerPoint, Teamwork, Project Planning, Multicultural Exposure, Management, Vietnamese, Conversational Chinese, Market Planning, Product Marketing, Surfing, Scuba Diving, Cpr Certified, Administration, Research, Analysis, Awesomeness

Education
Western Washington University   2011 — 2014
Bachleor of Science, Finance and Chinese

University of Hawaii at Manoa   2009 — 2011

United Nations International School of Hanoi, Vietnam

Robert (Ali) Virden Robert (Ali) Virden Washington D.C. Metro Area Details
Robert (Ali) Virden's Saturna Capital Corporation Experience 2006 - 2008
Job Investment Specialist / Investment Advisor Rep. / Financial Services Rep. at Crescent Financial, an Office of MetLife
Industry Financial Services
Experience
CRESCENT FINANCIAL, an Office of MetLife   January 2009 - Present
Crescent Financial LLC   2008 - January 2009
Saturna Capital Corporation   2006 - 2008
Merrill Lynch Private Client Group  2005 - 2006
UBS Wealth Management  2004 - 2005
Legg Mason  1999 - 2003
Smith Barney  1993 - 1999
Smith Barney  1991 - 1993
Merrill Lynch  1987 - 1991

Skills
7/2013 - MetLife's..., Retirement Planning, Mutual Funds, Investments, Portfolio Management, Financial Advisory

Education
The American College of Financial Services   2010 — 2014
Chartered Financial Consultant ( ChFC ) professional designation

University of Maryland College Park   1983 — 1987
BS, Finance, (English minor)

Ebeth Palafox Ebeth Palafox Las Vegas, Nevada Details
Ebeth Palafox's Saturna Capital Corporation Experience March 2012 - June 2013
Job Research Director at Center for Latino Prosperity
Industry Public Policy
Experience
Center for Latino Prosperity   March 2015 - Present
Mi Familia Vota  June 2014 - February 2015
Mi Familia Vota  November 2013 - June 2014
Saturna Capital Corporation   March 2012 - June 2013
R&R Partners  April 2011 - November 2011
Small Business Majority  February 2011 - April 2011
Nevada State Democratic Party  May 2010 - November 2010

Skills
Spanish-speaking, Series 63, Microsoft Excel, Access, Management, Administration, Salesforce.com, Strategy, Leadership, Spanish, Community Outreach, Recruiting, Public Speaking, Politics, Social Media, Volunteer Management, Public Relations, Research, Policy Analysis, Nonprofits, Event Planning

Education
University of Nevada-Reno   2005 — 2010
Bachelor of Science, Economics

University of Nevada-Reno   2005 — 2010
Bachelor of Arts, Pre-law

Mark Pettit Mark Pettit Washington, District Of Columbia Details
Mark Pettit's Saturna Capital Corporation Experience 2011 - 2012
Job Political Coordinator at American Crossroads, Crossroads GPS
Industry Political Organization
Experience
American Crossroads, Crossroads GPS   June 2015 - Present
Congressman Earl L. "Buddy" Carter   2015 - 2015
Magnus Labs   January 2014 - July 2014
Gen Next  July 2013 - January 2014
Saturna Capital Corporation   2011 - 2012
US Treasury  2007 - 2008

Skills
Economics, International Relations, Politics, Entrepreneurship, Business Innovation, Business Growth..., Strategic Relationships, International..., Policy Analysis, International Economics, Business Development, Economic Development, Research, Econometrics, Stata, Government, Analysis, International Marketing, Japanese, Statistics, Public Policy, Political Science, Management Consulting, Financial Modeling, Data Analysis, PowerPoint, Innovation Consulting, Innovation Management, Macroeconomics, Foreign Policy, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Bloomberg Terminal, Business Strategy

Education
Handelshøjskolen i København / Copenhagen Business School   2012 — 2014
Master's degree, Organizational Innovation and Entrepreneurship

Western Washington University   2006 — 2012
Bachelor of Arts (B.A.), Economics

広島修道大学 / Hiroshima Shudo University   2009 — 2010
Japanese and International Business

John Overturf John Overturf Bellingham, Washington Details
John Overturf's Saturna Capital Corporation Experience October 2005 - Present
Job Advertising Director at Saturna Capital Corporation
Industry Financial Services
Experience
Saturna Capital Corporation   October 2005 - Present
Infinity Broadcasting (CBS Radio)   July 2004 - September 2005
Suzuki Musical Instrument Corporation   July 1999 - June 2004
Tower Records  1989 - 1999

Skills
Graphic Design, Photography, Marketing Communications, HTML, CSS, Music, Craft Beer

Education
Cuyamaca College   2001 — 2003
Web Page, Digital/Multimedia and Information Resources Design

San Diego State University-California State University   1991 — 1998
Bachelor of Arts (B.A.), Creative Writing

Al Fouda Al Fouda Houston, Texas Details
Al Fouda's Saturna Capital Corporation Experience July 2011 - November 2012
Job Associate at JP Morgan Private Bank & CFA Level 2 Candidate.
Industry Financial Services
Experience
J.P. Morgan   January 2014 - Present
Saturna Capital Corporation   July 2011 - November 2012
Saturna Capital Corporation   February 2010 - July 2011
Saturna Capital Corporation   May 2008 - February 2010

Skills
Series 7, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Islamic Finance, Brokerage, Capital Budgeting, Fixed Income, Investment Strategies, Valuation, Series 63, Trading, Accounting, Securities, Finance, Bonds, Corporate Finance, Banking

Education
Al Azhar University   2001 — 2006
Bachelor of Arts (B.A.), Languages and Translation

Al-Azhar University   2001 — 2006
Bachelor's degree, Islamic Studies - English Arabic Translation

Craig Churman Craig Churman Bellingham, Washington Details
Craig Churman's Saturna Capital Corporation Experience August 2011 - Present
Job VP, Product Development at Saturna Capital Corporation
Industry Financial Services
Experience
Saturna Capital Corporation   August 2011 - Present
BNY Mellon  July 2010 - July 2011
PNC Global Investment Services  January 2001 - July 2010
Invesmart (now part of Standard Insurance)   October 1999 - December 2000
Bisys Group   April 1997 - October 1999
Federated Investors, Inc.   August 1988 - April 1997
BNY Mellon  January 1980 - August 1988

Education
University of Pittsburgh   1980 — 1983
Master of Business Administration (MBA), Finance

West Virginia University   1976 — 1979
Bachelor of Science (BS), Business Administration and Management, General

Kevin Dalrymple, CPA Kevin Dalrymple, CPA Bellingham, Washington Details
Kevin Dalrymple, CPA's Saturna Capital Corporation Experience May 2010 - Present
Job Corporate Accountant at Saturna Capital Corporation
Industry Financial Services
Experience
Saturna Capital Corporation   May 2010 - Present
Varner Sytsma & Herndon, CPAs   January 2010 - April 2010
Careerperfect.com, a partner of Monster.com   October 2003 - January 2007
Erste Bank  September 1998 - May 2003
Investmentbank Austria / CAIB Securities   March 1996 - July 1998

Education
Western Washington University   2008 — 2009
Bachelor of Arts, Major: Accounting; Minor: Business Administration

Cal Poly San Luis Obispo
Bachelor of Science, Journalism