The Private Consulting Group
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The Private Consulting Group Employees
Employee
Years
Job
Industry
Jeff Hathaway Jeff Hathaway's The Private Consulting Group Experience February 1996 - March 2008
Job Financial Advisor
Industry Financial Services
Experience
JP Morgan Securities June 2011 - August 2015
Bank of the West 2008 - 2011
The Private Consulting Group February 1996 - March 2008
Education
Portland State University - School of Business
MBA, Finance Marketing
JP Morgan Securities June 2011 - August 2015
Bank of the West 2008 - 2011
The Private Consulting Group February 1996 - March 2008
Education
Portland State University - School of Business
MBA, Finance Marketing
Nils Ericson Nils Ericson's The Private Consulting Group Experience February 2006 - March 2009
Job Chief Compliance Officer
Industry Financial Services
Experience
JHS Capital Advisors, LLC April 2012 - Present
Paulson Investment Company, Inc. February 2010 - March 2012
The Private Consulting Group February 2006 - March 2009
Investors Resources Group, Inc October 2003 - September 2006
Round Hill Securities February 1995 - August 2003
Education
University of San Diego 1977 — 1980
Business Administration
JHS Capital Advisors, LLC April 2012 - Present
Paulson Investment Company, Inc. February 2010 - March 2012
The Private Consulting Group February 2006 - March 2009
Investors Resources Group, Inc October 2003 - September 2006
Round Hill Securities February 1995 - August 2003
Education
University of San Diego 1977 — 1980
Business Administration
Sean Buxton, CFP®'s The Private Consulting Group Experience August 2004 - September 2007
Job Senior Wealth Advisor at Legacy Capital Group
Industry Financial Services
Experience
Legacy Capital Group January 2014 - Present
Beacon Pointe Wealth Advisors (Formerly Excelcia) January 2008 - January 2014
West Hall Properties January 2008 - December 2013
The Private Consulting Group August 2004 - September 2007
Ameriprise Financial Services, Inc. August 2003 - August 2004
Skills
Strategic Financial..., Estate Planning, Investments, Insurance, Retirement Planning, Wealth Management, Financial Planners, Customer Service, Wealth, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies
Education
University of Arizona 1999 — 2002
BA, Economics; Creative Writing
Los Gatos High School
Legacy Capital Group January 2014 - Present
Beacon Pointe Wealth Advisors (Formerly Excelcia) January 2008 - January 2014
West Hall Properties January 2008 - December 2013
The Private Consulting Group August 2004 - September 2007
Ameriprise Financial Services, Inc. August 2003 - August 2004
Skills
Strategic Financial..., Estate Planning, Investments, Insurance, Retirement Planning, Wealth Management, Financial Planners, Customer Service, Wealth, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies
Education
University of Arizona 1999 — 2002
BA, Economics; Creative Writing
Los Gatos High School
Bridget Ball Shaw Bridget Ball Shaw's The Private Consulting Group Experience January 1999 - January 2001
Job Vice President/Financial Advisor at Pinnacle Investments, LLC
Industry Financial Services
Experience
Pinnacle Investments, LLC February 2011 - Present
The Sage Colleges September 2010 - Present
Empire State College January 2010 - Present
home 1984 - 2012
Morgan Stanley Smith Barney May 2001 - February 2011
The Private Consulting Group January 1999 - January 2001
Twining Tree 1984 - 1999
Skills
Structured Settlements, Public Speaking, Non-profits, Series 7, Strategic Planning, Fixed Annuities, Wealth Management, Asset Allocation, Leadership, Securities, Risk Management, Pensions, Retirement Planning
Education
Rensselaer Polytechnic Institute 1999 — 2000
Masters of Science
University at Albany, SUNY 1978 — 1980
BA
St. John Fisher College 1976 — 1978
Pinnacle Investments, LLC February 2011 - Present
The Sage Colleges September 2010 - Present
Empire State College January 2010 - Present
home 1984 - 2012
Morgan Stanley Smith Barney May 2001 - February 2011
The Private Consulting Group January 1999 - January 2001
Twining Tree 1984 - 1999
Skills
Structured Settlements, Public Speaking, Non-profits, Series 7, Strategic Planning, Fixed Annuities, Wealth Management, Asset Allocation, Leadership, Securities, Risk Management, Pensions, Retirement Planning
Education
Rensselaer Polytechnic Institute 1999 — 2000
Masters of Science
University at Albany, SUNY 1978 — 1980
BA
St. John Fisher College 1976 — 1978
David Florea David Florea's The Private Consulting Group Experience July 1997 - August 2008
Job Network Consultant
Industry Information Technology and Services
Experience
Platypus Solutions (Me) August 2009 - Present
The Private Consulting Group July 1997 - August 2008
Skills
Security, Microsoft Exchange, Active Directory, System Administration, Group Policy, Cloud Computing, Servers, Windows Server, Firewalls, VPN, Networking, Virtualization, Disaster Recovery, DNS, Hyper-V, VMware
Education
University of Oregon
B.S., Political Science
Platypus Solutions (Me) August 2009 - Present
The Private Consulting Group July 1997 - August 2008
Skills
Security, Microsoft Exchange, Active Directory, System Administration, Group Policy, Cloud Computing, Servers, Windows Server, Firewalls, VPN, Networking, Virtualization, Disaster Recovery, DNS, Hyper-V, VMware
Education
University of Oregon
B.S., Political Science
Joel G Janssen Joel G Janssen's The Private Consulting Group Experience January 2002 - November 2007
Job Officer, Control Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
UBS June 2012 - October 2012
JHS Capital Advisors, Inc. April 2012 - June 2012
Sunset Science Park Federal Credit Union April 2011 - June 2012
Paulson Investment Company October 2010 - April 2012
Ameriprise Financial May 2010 - October 2010
Ameriprise Financial Services, Inc. May 2009 - May 2010
Smith Barney November 2007 - 2008
The Private Consulting Group January 2002 - November 2007
Education
Gonzaga University 1991 — 1995
Bachelor of Business Administration, Marketing
Wells Fargo Advisors, LLC October 2012 - Present
UBS June 2012 - October 2012
JHS Capital Advisors, Inc. April 2012 - June 2012
Sunset Science Park Federal Credit Union April 2011 - June 2012
Paulson Investment Company October 2010 - April 2012
Ameriprise Financial May 2010 - October 2010
Ameriprise Financial Services, Inc. May 2009 - May 2010
Smith Barney November 2007 - 2008
The Private Consulting Group January 2002 - November 2007
Education
Gonzaga University 1991 — 1995
Bachelor of Business Administration, Marketing
Bruce Tow Bruce Tow's The Private Consulting Group Experience September 1985 - December 1985
Job Principal at SynOvation Solutions
Industry Management Consulting
Experience
SynOvation Solutions 2008 - Present
Quatere March 2014 - Present
Synthesis Institute May 1993 - Present
PhantomCIO LLC June 2009 - December 2011
SurrVeillance LLC June 2009 - December 2011
TenFold 1993 - 2008
Oracle 1985 - 1993
The Private Consulting Group September 1985 - December 1985
Walker Interactive Products 1982 - 1985
Honeywell Information Systems 1973 - 1982
Skills
Start-ups, Enterprise Software, Enterprise Architecture, SaaS, Architecture, Software Development, SOA, Cloud Computing, Business Intelligence, Professional Services, Oracle, Product Management, Business Process, Database Design, CRM, Strategy, Go-to-market Strategy, Big Data, IT Strategy, Architectures, Consulting, Management, Testing
Education
Dartmouth College 1970 — 1973
B.A., Mathematics
Del Campo High School 1966 — 1970
High School
SynOvation Solutions 2008 - Present
Quatere March 2014 - Present
Synthesis Institute May 1993 - Present
PhantomCIO LLC June 2009 - December 2011
SurrVeillance LLC June 2009 - December 2011
TenFold 1993 - 2008
Oracle 1985 - 1993
The Private Consulting Group September 1985 - December 1985
Walker Interactive Products 1982 - 1985
Honeywell Information Systems 1973 - 1982
Skills
Start-ups, Enterprise Software, Enterprise Architecture, SaaS, Architecture, Software Development, SOA, Cloud Computing, Business Intelligence, Professional Services, Oracle, Product Management, Business Process, Database Design, CRM, Strategy, Go-to-market Strategy, Big Data, IT Strategy, Architectures, Consulting, Management, Testing
Education
Dartmouth College 1970 — 1973
B.A., Mathematics
Del Campo High School 1966 — 1970
High School
Thomas P. Holland, CFP®'s The Private Consulting Group Experience 2000 - June 2007
Job Partner, Wealth Advisor, Global Vision Advisors, LLC.
Industry Financial Services
Experience
Global Vision Advisors, LLC. June 2007 - Present
The Private Consulting Group 2000 - June 2007
Legacy companies 1999 - 2007
Ameriprise Financial Services, Inc. 1992 - 1997
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning, Insurance, Wealth, Financial Advisory, Wealth Management, Financial Planners, Investment Advisory, IRAs, Retirement, Wealth Accumulation, Finance, Series 7, High Net Worth..., Personal Finance, Investment Strategies, Management, Coaching, Asset Allocation, Small Business, Goal Development, Training
Education
Bentley University 1988 — 1992
Bachelor of Science, Finance major, Computers minor
John F Kennedy 1984 — 1988
HS
College for Financial Planning 1993 — 1996
CFP, Financial Planning
Global Vision Advisors, LLC. June 2007 - Present
The Private Consulting Group 2000 - June 2007
Legacy companies 1999 - 2007
Ameriprise Financial Services, Inc. 1992 - 1997
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning, Insurance, Wealth, Financial Advisory, Wealth Management, Financial Planners, Investment Advisory, IRAs, Retirement, Wealth Accumulation, Finance, Series 7, High Net Worth..., Personal Finance, Investment Strategies, Management, Coaching, Asset Allocation, Small Business, Goal Development, Training
Education
Bentley University 1988 — 1992
Bachelor of Science, Finance major, Computers minor
John F Kennedy 1984 — 1988
HS
College for Financial Planning 1993 — 1996
CFP, Financial Planning
Tom Duensing's The Private Consulting Group Experience January 2006 - December 2008
Job Custom Motorcycles and Hot Rods
Industry Insurance
Experience
Snake Alley, LLC June 2014 - Present
Thomas R. Duensing & Associates, Ltd. January 1987 - Present
Old Growth Capital, LLC December 2008 - Present
LifeLine Pilots January 1991 - Present
Gateway for Cancer Research January 2005 - April 2014
The Private Consulting Group January 2006 - December 2008
Skills
Strategic Planning, Strategic Financial..., Investments, Business Planning, Financial Modeling, Asset Allocation, Due Diligence, Succession Planning, Asset Management, Investment Advisory, Series 7, Training, Asset Managment, Retirement, Entrepreneurship, Business Strategy, Alternative Investments, Insurance, Funding, Venture Capital, Start-ups, Wealth Management, Investment Management, Employee Benefits, Finance, Budgets, Small Business, Mergers & Acquisitions, Management, Financial Analysis, Mutual Funds, Risk Management, 401k, Options, Contract Negotiation, Estate Planning, Business Development, Financial Advisory, Fundraising, Real Estate, Portfolio Management, Negotiation, New Business Development, Corporate Finance, Wealth, Investment Banking, Loans, Strategy, Retirement Planning, Financial Reporting
Education
Southern Illinois University, Carbondale 1977 — 1981
BS & AAS, Aviation
Eastern Illinois University 1971 — 1972
The Strategic Coach
The Strategic Coach
The Strategic Coach
Snake Alley, LLC June 2014 - Present
Thomas R. Duensing & Associates, Ltd. January 1987 - Present
Old Growth Capital, LLC December 2008 - Present
LifeLine Pilots January 1991 - Present
Gateway for Cancer Research January 2005 - April 2014
The Private Consulting Group January 2006 - December 2008
Skills
Strategic Planning, Strategic Financial..., Investments, Business Planning, Financial Modeling, Asset Allocation, Due Diligence, Succession Planning, Asset Management, Investment Advisory, Series 7, Training, Asset Managment, Retirement, Entrepreneurship, Business Strategy, Alternative Investments, Insurance, Funding, Venture Capital, Start-ups, Wealth Management, Investment Management, Employee Benefits, Finance, Budgets, Small Business, Mergers & Acquisitions, Management, Financial Analysis, Mutual Funds, Risk Management, 401k, Options, Contract Negotiation, Estate Planning, Business Development, Financial Advisory, Fundraising, Real Estate, Portfolio Management, Negotiation, New Business Development, Corporate Finance, Wealth, Investment Banking, Loans, Strategy, Retirement Planning, Financial Reporting
Education
Southern Illinois University, Carbondale 1977 — 1981
BS & AAS, Aviation
Eastern Illinois University 1971 — 1972
The Strategic Coach
The Strategic Coach
The Strategic Coach
Terrence Devitt's The Private Consulting Group Experience 2008 - 2011
Job Investment Management Professional
Industry Investment Management
Experience
Man Financial August 1995 - Present
The Private Consulting Group 2008 - 2011
the chicago corpoartion 1987 - 1995
Education
The University of Chicago Booth School of Business 1980 — 1984
Northern Illinois University 1970 — 1974
bs, Accounting
Man Financial August 1995 - Present
The Private Consulting Group 2008 - 2011
the chicago corpoartion 1987 - 1995
Education
The University of Chicago Booth School of Business 1980 — 1984
Northern Illinois University 1970 — 1974
bs, Accounting
Terry Denoux's The Private Consulting Group Experience 1999 - 2000
Job Managing Principal Broker & Owner Better Homes and Gardens Real Estate Northwest Living
Industry Real Estate
Experience
Better Homes and Gardens Real Estate Northwest Living July 2007 - Present
RE/MAX Equity Group September 2001 - July 2007
Innuity January 2000 - March 2001
Orcom Solutions January 1999 - January 2000
The Private Consulting Group 1999 - 2000
Marketing One 1998 - 1999
Japan America Beverage Company 1997 - 1998
Wells Fargo Securities 1994 - 1996
Dean Witter Reynolds 1992 - 1994
Data Documents 1990 - 1992
Skills
Investment Properties, Investors, Real Estate, Buyers, Sellers, Real Property, Real Estate Marketing, HUD, SFR, Listings, Due Diligence, REO, Foreclosures, Short Sales, Referrals, Single Family Homes, Vacation Homes, 1031 Exchanges, Residential Homes, National Association of..., Luxury, Council of Residential..., e-PRO, First Time Home Buyers, Investments, New Home Sales, Buyer Representation, Relocation, Move Up Buyers, New Homes, Waterfront, Seniors, Townhomes, Rentals, Condos, ABR, Real Estate Transactions, Relocation Buyers, Income Properties, Property, Seller Representation, Resellers, Real Estate Financing, Real Estate License, Brokerage, Negotiation & Contract..., Outstanding written and..., Strong Strategic..., Extreme Attention to..., Success Driven
Education
Portland State University - School of Business 1985 — 1990
Finance/Law, Finance
Oregon State University 1985 — 1986
Better Homes and Gardens Real Estate Northwest Living July 2007 - Present
RE/MAX Equity Group September 2001 - July 2007
Innuity January 2000 - March 2001
Orcom Solutions January 1999 - January 2000
The Private Consulting Group 1999 - 2000
Marketing One 1998 - 1999
Japan America Beverage Company 1997 - 1998
Wells Fargo Securities 1994 - 1996
Dean Witter Reynolds 1992 - 1994
Data Documents 1990 - 1992
Skills
Investment Properties, Investors, Real Estate, Buyers, Sellers, Real Property, Real Estate Marketing, HUD, SFR, Listings, Due Diligence, REO, Foreclosures, Short Sales, Referrals, Single Family Homes, Vacation Homes, 1031 Exchanges, Residential Homes, National Association of..., Luxury, Council of Residential..., e-PRO, First Time Home Buyers, Investments, New Home Sales, Buyer Representation, Relocation, Move Up Buyers, New Homes, Waterfront, Seniors, Townhomes, Rentals, Condos, ABR, Real Estate Transactions, Relocation Buyers, Income Properties, Property, Seller Representation, Resellers, Real Estate Financing, Real Estate License, Brokerage, Negotiation & Contract..., Outstanding written and..., Strong Strategic..., Extreme Attention to..., Success Driven
Education
Portland State University - School of Business 1985 — 1990
Finance/Law, Finance
Oregon State University 1985 — 1986
Ms. Lourdes Vidueira's The Private Consulting Group Experience 2001 - 2003
Job Sr. Program Manager at Visa
Industry Information Technology and Services
Experience
Visa July 2010 - Present
CyberSource May 2005 - July 2010
The Private Consulting Group 2001 - 2003
Canadian Consulate General 1997 - 2000
Skills
Product Management, E-commerce, Project Management, Scrum, Software Development, Agile Project Management, Mobile Payments, Agile Methodologies, Business Development, Leadership, SDLC, Payment Card Processing, Software Project..., Cloud Computing, Program Management, Integration
Education
The University of British Columbia 1991 — 1995
BComm, International Business
ESADE Business & Law School
BA
Visa July 2010 - Present
CyberSource May 2005 - July 2010
The Private Consulting Group 2001 - 2003
Canadian Consulate General 1997 - 2000
Skills
Product Management, E-commerce, Project Management, Scrum, Software Development, Agile Project Management, Mobile Payments, Agile Methodologies, Business Development, Leadership, SDLC, Payment Card Processing, Software Project..., Cloud Computing, Program Management, Integration
Education
The University of British Columbia 1991 — 1995
BComm, International Business
ESADE Business & Law School
BA
Christine Hoffman's The Private Consulting Group Experience January 2003 - May 2003
Job Finance Manager, Promotional Analysis at Comcast Cable
Industry Financial Services
Experience
Comcast Cable December 2014 - Present
Comcast Cable January 2013 - December 2014
University of Phoenix June 2010 - November 2012
Catholic Health Initiatives January 2010 - June 2010
Dish Network February 2007 - July 2009
Dish Network February 2005 - February 2007
FirstBank August 2003 - February 2005
The Private Consulting Group January 2003 - May 2003
Enterprise Rent-A-Car May 2002 - August 2002
Lehman Brothers Holdings Inc. January 2002 - May 2002
Skills
Management, Team Leadership, Financial Modeling, Operational Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Valuation, Return on Investment, Capital Budgeting, Banking, Financial Statement..., Regression Analysis, Risk Management, Cash Management, Managerial Finance, Financial Reporting, Variance Analysis, Data Analysis, Forecasting, Budgets, Process Improvement, Internal Controls, Presentations, Sarbanes-Oxley Act, Hyperion Planning, Hyperion HFM, Essbase, Smartview, Oracle Financial, GEAC, @Risk, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Word, Business Planning, Access, Financial Forecasting
Education
University of Colorado at Denver 2007 — 2010
MBA, Finance, 3.7
Siena College 1999 — 2003
BS, Finance, 3.9
Comcast Cable December 2014 - Present
Comcast Cable January 2013 - December 2014
University of Phoenix June 2010 - November 2012
Catholic Health Initiatives January 2010 - June 2010
Dish Network February 2007 - July 2009
Dish Network February 2005 - February 2007
FirstBank August 2003 - February 2005
The Private Consulting Group January 2003 - May 2003
Enterprise Rent-A-Car May 2002 - August 2002
Lehman Brothers Holdings Inc. January 2002 - May 2002
Skills
Management, Team Leadership, Financial Modeling, Operational Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Valuation, Return on Investment, Capital Budgeting, Banking, Financial Statement..., Regression Analysis, Risk Management, Cash Management, Managerial Finance, Financial Reporting, Variance Analysis, Data Analysis, Forecasting, Budgets, Process Improvement, Internal Controls, Presentations, Sarbanes-Oxley Act, Hyperion Planning, Hyperion HFM, Essbase, Smartview, Oracle Financial, GEAC, @Risk, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Word, Business Planning, Access, Financial Forecasting
Education
University of Colorado at Denver 2007 — 2010
MBA, Finance, 3.7
Siena College 1999 — 2003
BS, Finance, 3.9
Melody M. Behnke, MBA, CFP®'s The Private Consulting Group Experience September 1995 - April 2000
Job Director, Member Firm Development at M Financial Group
Industry Financial Services
Experience
M Financial Group September 2003 - Present
Oregon Air National Guard August 1983 - September 2009
National Financial Partners 2000 - 2003
The Private Consulting Group September 1995 - April 2000
Southern Pacific Railroad 1992 - 1994
Skills
Wealth Transfer, Retirement Planning, Partner Relationship..., Wealth Management, Fixed Annuities, Universal Life, Disability Insurance, Estate Planning, Life Insurance, Wealth, Partner Management, Retirement, 401k, Employee Benefits, Financial Analysis, Mutual Funds, Long-term Care, Insurance, Strategic Financial..., Financial Services, Investments, Financial Advisory, Series 7, Financial Planning
Education
Portland State University 2000 — 2005
Master's degree, Business Administration and Management, General
M Financial Group September 2003 - Present
Oregon Air National Guard August 1983 - September 2009
National Financial Partners 2000 - 2003
The Private Consulting Group September 1995 - April 2000
Southern Pacific Railroad 1992 - 1994
Skills
Wealth Transfer, Retirement Planning, Partner Relationship..., Wealth Management, Fixed Annuities, Universal Life, Disability Insurance, Estate Planning, Life Insurance, Wealth, Partner Management, Retirement, 401k, Employee Benefits, Financial Analysis, Mutual Funds, Long-term Care, Insurance, Strategic Financial..., Financial Services, Investments, Financial Advisory, Series 7, Financial Planning
Education
Portland State University 2000 — 2005
Master's degree, Business Administration and Management, General