Seattle-Northwest Securities Corporation
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Seattle-Northwest Securities Corporation Employees
KapStone Paper and Packaging Corporation January 2014 - Present
Longview Fibre February 2012 - December 2013
Stone & Youngberg August 2006 - February 2012
Plum Creek February 2002 - August 2006
BondDesk Group LLC May 1999 - February 2002
Seattle-Northwest Securities Corporation 1995 - 1999
Skills
Strategic Planning, Process Improvement, Management, Leadership, Project Management, Outsourcing, ERP, Analysis, Training, Enterprise Architecture, Executive Management, Governance, Finance, Sales, Analytics, Agile Methodologies, Business Analysis, Strategy, Financial Modeling, Risk Management, Mergers, Team Building, Investments, Business Strategy, Customer Service, Asset Managment, Program Management, Budgets
Education
The University of Montana - School of Business Administration 1987 — 1991
Bachelor of Science, Finance
Piper Jaffray September 2013 - Present
Seattle-Northwest Securities Corporation September 2008 - September 2013
Watermark Credit Union March 2007 - May 2008
Skills
Outlook, Word, Excel, PowerPoint, Adobe Acrobat, ACT, Microsoft Office, Microsoft Word, Employee Benefits, Microsoft Excel, Human Resources, Administration, Employee Relations, Finance, Process Improvement
Education
Western Washington University 2004 — 2006
BA, Sociology
Edmonds Community College 2002 — 2004
AA Transfer
Bainbridge High School
Barclays Investment Bank August 2011 - Present
Barclays Investment Bank June 2010 - August 2010
Seattle-Northwest Securities Corporation March 2006 - July 2009
US Tissue & Cell 2002 - 2005
Skills
Mergers & Acquisitions, Capital Markets, Finance, Fixed Income, Financial Structuring, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Bloomberg, Project Management, Mentoring, Volunteering, Marketing, Organizational Structure, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
Brigham Young University 2003 — 2005
BS
Sunglass Hut September 2015 - Present
Management Leadership for Tomorrow June 2014 - Present
Georgetown University Collegiate 100 August 2014 - Present
Students of Georgetown, Inc. June 2013 - Present
Rainier Scholars June 2006 - Present
Kraft Foods Group May 2015 - August 2015
Seattle-Northwest Securities Corporation June 2012 - August 2012
Russell Investments March 2012 - June 2012
Skills
Chinese, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Budgets, Public Speaking, Strategic Planning
Education
Georgetown University 2012 — 2016
International Business
Equilibrium Capital June 2015 - Present
City of Portland August 2014 - October 2014
Stanford Graduate School of Business July 2013 - June 2014
Seattle-Northwest Securities Corporation August 2005 - June 2013
League of Oregon Cities January 2005 - August 2005
Education
Stanford Graduate School of Business 2013 — 2014
Master of Science in Management (MSM)
Vassar College 1999 — 2003
BA
REI February 2014 - Present
REI July 2010 - February 2014
REI May 2006 - July 2010
Seattle-Northwest Securities Corporation 1998 - 2006
Matsushita Services Company (Panasonic) January 1990 - January 1995
Skills
Management, Process Improvement, Budgets, Marketing, Microsoft Office, Adobe Acrobat, PowerPoint, Retail, Mac, Adobe Creative Suite, Microsoft Excel, Microsoft Word, Event Planning, Customer Service, Merchandising, InDesign, Value Engineering, Visual Merchandising, Retail Fixtures, Administrative..., Training, Office Management
Education
Art Institute of Seattle 1995 — 1996
Certificate, Desktop Publishing
Highline College 1990 — 1992
AAS, Legal Field
Karl Leaverton Trustee 1995 - Present
Blakely Management Company LLC 2003 - Present
7 mb Technologies Inc. October 2013 - Present
SNW Asset Managment LLC July 2013 - Present
Awesome Financial Future 2013 - Present
Abodian Inc 2012 - Present
Hollywood Hill Vineyards October 2010 - Present
YJ Aviation LLC 2008 - Present
Seattle-Northwest Securities Corporation April 2012 - July 2013
CZI Aviation Management, LLC 2005 - 2012
Skills
Strategic Planning, Investments, Wine, Leadership, Management, Series 7, Equities, Portfolio Management, Asset Management, Fixed Income, Investment Banking, Financial Modeling, Aviation, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Financial Services, Investment Strategies, Finance, Securities, Investment Management, Trading, Bonds, Business Development, Wealth Management, Bloomberg
Education
Stanford University 1978 — 1979
M.S., Infrastructure Management
University of Puget Sound 1974 — 1978
B.S., Chemical Environmental Science and Economics
The Bank of New York Mellon Capital Markets February 2013 - Present
Seattle-Northwest Securities Corporation April 2012 - Present
Royal Bank of Scotland October 2008 - November 2011
ABN AMRO Bank N.V. 2001 - 2009
Prudential Securities 1993 - 2000
Prudential Securities September 1992 - November 1994
Skills
Relationship Management, Business Development, Short term interest..., Operational Risk..., Pricing Negotiation, Portfolio Strategy, Financial Markets, Interest Rate Risk..., Fixed Income Products, Money Market, Team Leadership, Staff Mentoring, Client Relationship..., Product Marketing, Structured Products, Goal Oriented, Banking, CRM, Capital Markets, Financial Risk, Finance, Fixed Income, Hedge Funds, Financial Services, Portfolio Management, Structured Finance
Education
State University of New York at Binghamton 1989 — 1990
Bachelor of Arts, Economics
Hofstra University 1986 — 1988
Business Administration-finance
RWS Fixed Income, a division of RW Smith & Associates,LLC November 2014 - Present
E.K. Riley Investments, LLC May 2012 - October 2014
SNW Asset Management, a subsidiary of Seattle-Northwest Securities Corp 2007 - 2012
RW Smith Fixed Income, a division of Duncan Williams, Inc. 2000 - 2007
Leora Consulting Group LLC 1999 - 2007
R.W. Smith & Associates, Inc. 1996 - 2004
Smith Mitchell Investment Group Inc. 1987 - 1996
Seattle Northwest Securities Corporation 1975 - 1986
Skills
Fixed Income, Bonds, Investments, Portfolio Management, Asset Management, Financial Services, Financial Analysis, Trading, Securities, Investment Banking, Mutual Funds, Finance, Financial Advisory, Structured Products, Investment Advisory, Wealth Management
Education
Pacific Lutheran University
BA in Foreign Languages, Foreign Languages
University of Oslo, Norway
Exam Philisophicum, Philosophy, Logics, Mathematics
SNW Asset Management May 2015 - Present
Piper Jaffray January 2014 - May 2015
Seattle-Northwest Securities Corporation (Aquired by Piper Jaffray) February 2000 - July 2013
Seattle-Northwest Securities Corporation November 1993 - February 2000
Skills
Fixed Income, Risk Management, Investment Banking, Bloomberg, Securities, Bonds, Investments, Capital Markets, Series 7, Portfolio Management, Compliance, Asset Management, Investment Strategies, Operations, Equities, Operations Management, Vendor Management
Education
University of Phoenix 2013 — 2015
BS Business Finance
Washington State University
General Studies
Forsberg & Umlauf August 2015 - Present
Carleton College September 2011 - June 2015
Forsberg & Umlauf June 2014 - December 2014
Campaign for Youth Justice June 2013 - August 2013
Safeco Insurance June 2012 - August 2012
Seattle-Northwest Securities Corporation June 2011 - August 2011
Skills
Public Speaking, Research, Community Outreach, Microsoft Office, Editing, Microsoft Excel, Event Planning, Data Analysis, Social Media, Nonprofits
Education
Carleton College 2011 — 2015
Sociology and Anthropology
University Prep 2006 — 2011
Boeing September 2013 - Present
Boeing Commercial Airplanes February 2012 - September 2013
Boeing June 2011 - September 2011
Top Ten Toys October 2007 - July 2011
Zeta Tau Alpha, Psi Chapter December 2009 - March 2011
The Boeing Company June 2010 - September 2010
Seattle-Northwest Securities Corporation June 2007 - September 2007
Skills
Microsoft Excel, Finance, PowerPoint, Microsoft Office, Analysis, Leadership, Training, Customer Service, Event Planning, Marketing, Sales, Accounting, Competitive Analysis, Budgets, Forecasting, Data Analysis, Management
Education
Seattle University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Washington, Michael G. Foster School of Business 2008 — 2011
BA, Finance, Retail Management
University of Notre Dame - Mendoza College of Business 2013 — 2013
Executive Certificate in Negotiation
Stevens Institute of Technology 2012 — 2013
Project Management Graduate Certificate, Project Management
City of Sammamish May 2014 - Present
City of Seattle January 2010 - January 2014
King County March 2008 - December 2009
Seattle-Northwest Securities Corporation May 2007 - March 2008
King County February 2000 - April 2007
Skills
Policy, Public Policy, Government, Budgets, Leadership, Public Administration, Policy Analysis, Local Government, Grants, Strategic Planning, Program Development, Non-profits, Public Financial..., Community Outreach, Program Evaluation, Legislation, Strategic Communications, Financial Analysis, Public Speaking, Program Management, Research, Microsoft Office, Project Management, Negotiation, Labor Relations, Board of Directors, Board Relations, Oral & Written..., Strategic Leadership, Public Sector, Non-profit Leadership, Legislative Affairs, Team Building, Collaboration, Employee Relations, Personnel Management, Performance Management, Human Resource..., Presenter, Organizational..., Fiscal Policy, Fiscal Impact Analysis, Legislative Relations
Education
Evans School of Public Policy and Governance, University of Washington 1993 — 1995
Master of Public Administration, Public Administration
University of California, Davis 1987 — 1991
Bachelor of Arts, with Honors, International Relations
Davis Senior High School
U.S. Bank May 2015 - Present
U.S. Bank September 2014 - May 2015
Fifth Third Bank April 2013 - September 2014
Vantiv July 2012 - March 2013
Seattle-Northwest Securities Corporation December 2009 - June 2011
Washington Mutual (now a part of JP Morgan Chase) April 2008 - June 2009
Washington Mutual September 2007 - January 2008
Washington Mutual January 2006 - September 2007
Wells Fargo Insurance Services (dba Acordia NW, Inc) 2005 - 2006
Spot Bakeries 1997 - 1999
Skills
Risk Management, AML, Securities, Asset Management, Series 7, Fraud, Financial Services, Financial Risk, OFAC, SharePoint, Corporate Governance, Banking, Risk Assessment, FINRA, Operational Risk, Retail Banking, Consumer Lending, Series 24, Enterprise Risk..., Auditing, Investments, Mortgage Lending, Financial Institutions, Operational Risk..., Credit, Credit Cards, Payments, Loans, Credit Risk, KYC, Bank Secrecy Act, Debit Cards, ACH, Internet Banking, Management, Policy, Training, Anti Money Laundering
Education
ABA National Compliance School 2014 — 2014
Lending and Deposit Compliance
MPA, Indiana University
BA, Public Administration and Management Information Systems; Communication Studies
Seattle University 2000 — 2002
BA, Communications
Seattle Northwest Securities Corporation September 2008 - Present
Grant Thornton June 2006 - September 2008
Lockheed Martin, Space Systems Co. 2003 - 2005
Education
Claremont McKenna College 1998 — 2002
BA, Economics
City of Vancouver, Washington January 2005 - Present
North American Development Bank January 1998 - December 2004
Seattle-Northwest Securities Corporation August 1985 - January 1996
ENI Exploration Company June 1981 - May 1984
Skills
Financial Analysis, Economic Development, Nonprofits, Analysis, Public Policy, Process Improvement, Change Management, Policy Analysis, Organizational..., Project Management, Management Consulting, Program Management, Business Process..., Team Building, Project Planning
Education
Thunderbird School of Global Management 1984 — 1985
Master of Business Administration (MBA), International Finance
University of Washington 1978 — 1981
Bachelor of Arts, Business Administration, Accounting
University of Washington 1978 — 1981
Bachelor of Arts (B.A.), Spanish Language and Literature
PATH November 2014 - Present
PATH May 2013 - Present
Seattle-Northwest Securities Corporation February 2010 - May 2013
AJ & Associates LLC August 2009 - January 2010
becker&mayer! LLC September 2005 - August 2009
O'Reilly Media 1996 - 2005
Skills
Project Management, Event Planning, Publishing, Sales, Editing, Proofreading, Marketing, Copy Editing, Books, Management, Account Management, Digital Media, Social Media, Proposal Writing, Social Networking, Public Speaking, Project Planning, Content Management, Blogging, Marketing Communications
Education
University of Washington 2014 — 2015
Certificate in Editing, Professional & Continuing Education
InsideNGO
PMDPro1 Certification, International development--Project Management
San Diego State University-California State University
B.A., Psychology
BRIDGE Housing Corporation July 2013 - Present
Seattle-Northwest Securities Corporation 2008 - July 2013
Williams & Dame Development 2002 - 2007
Fuji Silysia Chemical SA 1994 - 1999
Skills
LIHTC, Affordable Housing, New Markets Tax Credits, Tax Credits, Real Estate, Disposition, Real Estate Development, Real Estate Financing, Location Intelligence, Entitlements, Nonprofits, Real Estate Economics
Education
University of North Carolina at Chapel Hill 1999 — 2002
Masters, City and Regional Planning
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2002
MBA, Real Estate
Linfield College
BA, International Business
The Boeing Company - 787 Core Estimating June 2012 - Present
Knox College September 2009 - Present
Starbucks Coffee Company - Internal Audit July 2010 - September 2010
Microsoft Corporation June 2009 - August 2009
Seattle-Northwest Securities Corporation June 2007 - August 2007
Alaska Airlines June 2006 - August 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, Customer Service, Research, Teamwork, Leadership, Public Speaking, Photoshop
Education
Knox College 2009 — 2013
REI November 2014 - September 2015
Snoqualmie Falls Golf Course Grill April 2014 - November 2014
D.A. Davidson & Co. December 2006 - October 2011
Seattle-Northwest Securities Corporation November 1999 - December 2006
NorthWest Cable News June 1998 - November 1999
Skills
Project Management, Budgets, Customer Service, Project Planning, Event Planning, Works with Autonomy, Marketing, Health Unit Coordinator..., Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, Database Management, Medical Terminology, Prioritizes Tasks..., Resourceful, HIPAA, Basic Pharmacology, Medical Law & Ethics, HIV/Aids Prevention..., AHA BLS for Healthcare..., Social Media, Inventory, Vendor Management
Education
Bellevue College 2013 — 2014
Health Unit Coordinator ("HUC") and Medical Reception Certificates, Health Professions, 3.95 GPA
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
SNW Asset Management July 2013 - Present
Seattle-Northwest Securities Corporation August 1986 - July 2013
Education
California State University-Hayward - School of Business and Economics 1972 — 1973
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara, 1966 — 1970
BS Mechanical Engineering