The Pacific Financial Group, Inc.
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The Pacific Financial Group, Inc. Employees
Employee
Years
Job
Industry
Joleen Ackerson Joleen Ackerson's The Pacific Financial Group, Inc. Experience November 2014 - Present
Job Client Services Associate
Industry Financial Services
Experience
The Pacific Financial Group, Inc. November 2014 - Present
Seattle, WA June 2014 - January 2015
Sokol Blosser Winery March 2014 - May 2014
Alpha Phi International Fraternity November 2011 - September 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service
Education
Linfield College 2010 — 2014
Bachelor's Degree, Finance Major, French and Music Minors
Austro-American Institute 2013 — 2014
German Language and European Politics, 3.9
Université catholique de l'Ouest 2012 — 2013
French Studies Diplôme, French Language and Literature
The Pacific Financial Group, Inc. November 2014 - Present
Seattle, WA June 2014 - January 2015
Sokol Blosser Winery March 2014 - May 2014
Alpha Phi International Fraternity November 2011 - September 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service
Education
Linfield College 2010 — 2014
Bachelor's Degree, Finance Major, French and Music Minors
Austro-American Institute 2013 — 2014
German Language and European Politics, 3.9
Université catholique de l'Ouest 2012 — 2013
French Studies Diplôme, French Language and Literature
Neil Fjeldheim, CFA Neil Fjeldheim, CFA's The Pacific Financial Group, Inc. Experience September 1998 - December 2000
Job Experienced Financial and Investment Manager
Industry Nonprofit Organization Management
Experience
Trust Manager February 2010 - Present
Family LLC January 1999 - Present
Crescat Capital LLC April 2013 - October 2013
University of Colorado Foundation August 2004 - May 2009
University of Colorado Foundation December 2001 - July 2004
Entrepreneurial start-up January 2001 - November 2001
The Pacific Financial Group, Inc. September 1998 - December 2000
US Bank and Seafirst Bank August 1983 - June 1997
Skills
DCF Valuation, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Budgets, Strategic Forecasting, BarraOne, PrivateI, QuickBooks, Treasury Management, Corporate Insurance..., Benefits Management, Legal Documents Review, Negotiating Leases, Cash Flow Forecasting, Tax-exempt Bond..., Capital & Expense..., Report Writing, Presentations, Staff Mgmt, Asset Managment, Asset Management, Portfolio Management, Fixed Income, Hedge Funds, Equities
Education
University of Washington 1980 — 1983
Bachelor of Arts (B.A.), Finance and Business Economics
Montana State University-Bozeman 1974 — 1978
Bachelor's degree, Television and Film Production
Trust Manager February 2010 - Present
Family LLC January 1999 - Present
Crescat Capital LLC April 2013 - October 2013
University of Colorado Foundation August 2004 - May 2009
University of Colorado Foundation December 2001 - July 2004
Entrepreneurial start-up January 2001 - November 2001
The Pacific Financial Group, Inc. September 1998 - December 2000
US Bank and Seafirst Bank August 1983 - June 1997
Skills
DCF Valuation, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Budgets, Strategic Forecasting, BarraOne, PrivateI, QuickBooks, Treasury Management, Corporate Insurance..., Benefits Management, Legal Documents Review, Negotiating Leases, Cash Flow Forecasting, Tax-exempt Bond..., Capital & Expense..., Report Writing, Presentations, Staff Mgmt, Asset Managment, Asset Management, Portfolio Management, Fixed Income, Hedge Funds, Equities
Education
University of Washington 1980 — 1983
Bachelor of Arts (B.A.), Finance and Business Economics
Montana State University-Bozeman 1974 — 1978
Bachelor's degree, Television and Film Production
Samantha Ghosn's The Pacific Financial Group, Inc. Experience June 2012 - January 2013
Job Lead Student Representative at the WSU Carson College of Business Center
Industry Public Relations and Communications
Experience
SEL October 2014 - May 2015
WSU Carson College of Business Center for Student Success June 2014 - May 2015
Sella’s Calzone and Pizza August 2013 - May 2015
PEMCO May 2014 - August 2014
WSU Carson Center for Student Success August 2013 - June 2014
Camp Adventure! January 2013 - February 2014
The Pacific Financial Group, Inc. June 2012 - January 2013
Nike June 2011 - January 2012
Skills
Social Media, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Facebook, Microsoft Excel, Photoshop, Research, Editing, Marketing Communications, Social Networking, Press Releases, Customer Service, Event Management, Teamwork, English, Leadership, Time Management, Communication, Social Media Marketing
Education
Washington State University 2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General
Bellevue College 2010 — 2011
SEL October 2014 - May 2015
WSU Carson College of Business Center for Student Success June 2014 - May 2015
Sella’s Calzone and Pizza August 2013 - May 2015
PEMCO May 2014 - August 2014
WSU Carson Center for Student Success August 2013 - June 2014
Camp Adventure! January 2013 - February 2014
The Pacific Financial Group, Inc. June 2012 - January 2013
Nike June 2011 - January 2012
Skills
Social Media, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Facebook, Microsoft Excel, Photoshop, Research, Editing, Marketing Communications, Social Networking, Press Releases, Customer Service, Event Management, Teamwork, English, Leadership, Time Management, Communication, Social Media Marketing
Education
Washington State University 2011 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General
Bellevue College 2010 — 2011
Scott Friel, AIF Scott Friel, AIF's The Pacific Financial Group, Inc. Experience January 2006 - Present
Job Senior Vice President at The Pacific Financial Group, Inc.
Industry Investment Management
Experience
The Pacific Financial Group, Inc. January 2006 - Present
QA3 Financial Corp. January 2000 - January 2006
Securities America Advisors January 1998 - January 2000
The Principal Financial Group December 1990 - January 1998
Design Media Group April 1984 - December 1990
Skills
Investment Management, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Investment Strategies, Marketing, Financial Advisory, Securities, Wealth Management, Business Development, Financial Services, Asset Allocation, Finance, Portfolio Management, Strategic Financial..., Fixed Annuities, Insurance, Retirement, Wealth, Asset Management, Financial Planning, Management
Education
Illinois State University 1981 — 1982
MS, summa cum laude, Communication
University of Nebraska-Lincoln 1977 — 1981
BA, Communication
The Pacific Financial Group, Inc. January 2006 - Present
QA3 Financial Corp. January 2000 - January 2006
Securities America Advisors January 1998 - January 2000
The Principal Financial Group December 1990 - January 1998
Design Media Group April 1984 - December 1990
Skills
Investment Management, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Investment Strategies, Marketing, Financial Advisory, Securities, Wealth Management, Business Development, Financial Services, Asset Allocation, Finance, Portfolio Management, Strategic Financial..., Fixed Annuities, Insurance, Retirement, Wealth, Asset Management, Financial Planning, Management
Education
Illinois State University 1981 — 1982
MS, summa cum laude, Communication
University of Nebraska-Lincoln 1977 — 1981
BA, Communication
Leo Camo Leo Camo's The Pacific Financial Group, Inc. Experience October 2010 - February 2013
Job Analyst, Marketing and Client Service at Pugh Capital Management, Inc.
Industry Financial Services
Experience
Pugh Capital Management, Inc. February 2013 - Present
The Pacific Financial Group, Inc. October 2010 - February 2013
Rigel Capital, LLC 2000 - 2010
Merrill Lynch 1998 - 2000
US Bancorp Securities 1993 - 1998
Skills
System Administration, Database Administration, Financial Reporting, Marketing Communications, Project Management, System Conversion, Trading Systems, Portfolio Management, Desktop Publishing, Axys, Moxy, CRM, Microsoft Office, Adobe Creative Suite, Factset, Orion, Baseline, Vestek, Series 7, Marketing, Financial Services
Education
Seattle Central College
Associates Degree, Business Administration
Pugh Capital Management, Inc. February 2013 - Present
The Pacific Financial Group, Inc. October 2010 - February 2013
Rigel Capital, LLC 2000 - 2010
Merrill Lynch 1998 - 2000
US Bancorp Securities 1993 - 1998
Skills
System Administration, Database Administration, Financial Reporting, Marketing Communications, Project Management, System Conversion, Trading Systems, Portfolio Management, Desktop Publishing, Axys, Moxy, CRM, Microsoft Office, Adobe Creative Suite, Factset, Orion, Baseline, Vestek, Series 7, Marketing, Financial Services
Education
Seattle Central College
Associates Degree, Business Administration
Sylvain Templeman's The Pacific Financial Group, Inc. Experience October 2007 - Present
Job Helping financial advisors grow their practice & AUM
Industry Financial Services
Experience
The Pacific Financial Group, Inc. October 2007 - Present
ICON Capital Corp. February 2001 - August 2007
Skills
Wine Tasting, Organic Farming, Retirement Planning, Individual Pension Plans, Adventure Travel, Asset Allocation, Asset Management, Business Development, Finance, Financial Services, Financial Advisory, Investment Advisory, Investments, Management, Mutual Funds, Pensions, Sales, Securities, Series 63, Wealth Management, Series 7
Education
California State University-Hayward 2000 — 2003
Master of Business Administration (MBA), Finance, General
California State University-Fresno 1992 — 1996
Bachelor of Science (BS), International Business
The Pacific Financial Group, Inc. October 2007 - Present
ICON Capital Corp. February 2001 - August 2007
Skills
Wine Tasting, Organic Farming, Retirement Planning, Individual Pension Plans, Adventure Travel, Asset Allocation, Asset Management, Business Development, Finance, Financial Services, Financial Advisory, Investment Advisory, Investments, Management, Mutual Funds, Pensions, Sales, Securities, Series 63, Wealth Management, Series 7
Education
California State University-Hayward 2000 — 2003
Master of Business Administration (MBA), Finance, General
California State University-Fresno 1992 — 1996
Bachelor of Science (BS), International Business
Eric Kuhns's The Pacific Financial Group, Inc. Experience January 2013 - Present
Job Regional Vice President and Financial Services Wholesaler, The Pacific Financial Group, Inc
Industry Financial Services
Experience
The Pacific Financial Group, Inc. January 2013 - Present
MacKenzie Capital Management, LP January 2005 - December 2012
American Airlines October 1995 - December 2004
Hornblower Cruises & Events 1992 - 1995
Skills
Sales Management, Investments, Financial Planning, Account Management, Financial Services, Securities, Alternative Investments, Financial Analysis, Valuation, Series 7, Customer Service
Education
University of Nevada-Las Vegas 1995 — 1997
B.S., Hotel Management
Syracuse University 1991 — 1992
Arts & Sciences
The Pacific Financial Group, Inc. January 2013 - Present
MacKenzie Capital Management, LP January 2005 - December 2012
American Airlines October 1995 - December 2004
Hornblower Cruises & Events 1992 - 1995
Skills
Sales Management, Investments, Financial Planning, Account Management, Financial Services, Securities, Alternative Investments, Financial Analysis, Valuation, Series 7, Customer Service
Education
University of Nevada-Las Vegas 1995 — 1997
B.S., Hotel Management
Syracuse University 1991 — 1992
Arts & Sciences
Eric Neufeld, CFA's The Pacific Financial Group, Inc. Experience April 2015 - Present
Job Associate Portfolio Manager at The Pacific Financial Group, Inc.
Industry Financial Services
Experience
The Pacific Financial Group, Inc. April 2015 - Present
The Pacific Financial Group, Inc. February 2013 - April 2015
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
First Data Corporation 1995 - 1998
SunAmerica Financial Group 1995 - 1995
Donaldson, Lufkin & Jenrette 1994 - 1995
Skills
Mutual Funds, Alternative Investments, Investments, 401k, Financial Modeling, Equities, Financial Analysis, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Strategies, Finance, Series 65, Capital Markets, Financial Planning, Risk Management
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA, Finance
James Madison University - College of Business
Bachelor of Business Administration (BBA), Finance
The Pacific Financial Group, Inc. April 2015 - Present
The Pacific Financial Group, Inc. February 2013 - April 2015
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
First Data Corporation 1995 - 1998
SunAmerica Financial Group 1995 - 1995
Donaldson, Lufkin & Jenrette 1994 - 1995
Skills
Mutual Funds, Alternative Investments, Investments, 401k, Financial Modeling, Equities, Financial Analysis, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Strategies, Finance, Series 65, Capital Markets, Financial Planning, Risk Management
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA, Finance
James Madison University - College of Business
Bachelor of Business Administration (BBA), Finance
Jim McClendon's The Pacific Financial Group, Inc. Experience January 1985 - Present
Job C.E.O. at The Pacific Financial Group, Inc.
Industry Financial Services
Experience
The Pacific Financial Group, Inc. January 1985 - Present
Education
The Evergreen State College
B.A., Financial Analysis
The Pacific Financial Group, Inc. January 1985 - Present
Education
The Evergreen State College
B.A., Financial Analysis