The Rainier Group
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The Rainier Group Employees
Employee
Years
Job
Industry
Becky Wilcox, CFA, FRM Becky Wilcox, CFA, FRM's The Rainier Group Experience April 2014 - Present
Job Director of Portfolio Management at Rainier Group Investment Advisory
Industry Investment Management
Experience
The Rainier Group April 2014 - Present
Freestone Capital Management June 2002 - April 2014
GE Financial Assurance June 2001 - April 2002
Lehman Brothers June 2000 - August 2000
Oliff & Berridge, PLC May 1998 - May 1999
Oliff & Berridge, PLC September 1997 - May 1998
Wells Fargo Advisors March 1996 - September 1997
Greenblum & Bernstein May 1993 - March 1996
Skills
Fixed Income, Investments, Financial Analysis, Due Diligence, Analysis, Cash Management, German, Hedge Funds, Valuation, Financial Modeling, Mutual Funds, Equities, Fundamental Analysis, DCF, Bloomberg, Asset Managment, Portfolio Management, Alternative Investments, Capital Markets, Derivatives, Wealth Management, Series 7, Investment Advisory, Asset Allocation
Education
University of Washington, Michael G. Foster School of Business 1999 — 2001
MBA, Finance
McGill University 1987 — 1990
Bachelors of Arts, Humanistic Studies
The Rainier Group April 2014 - Present
Freestone Capital Management June 2002 - April 2014
GE Financial Assurance June 2001 - April 2002
Lehman Brothers June 2000 - August 2000
Oliff & Berridge, PLC May 1998 - May 1999
Oliff & Berridge, PLC September 1997 - May 1998
Wells Fargo Advisors March 1996 - September 1997
Greenblum & Bernstein May 1993 - March 1996
Skills
Fixed Income, Investments, Financial Analysis, Due Diligence, Analysis, Cash Management, German, Hedge Funds, Valuation, Financial Modeling, Mutual Funds, Equities, Fundamental Analysis, DCF, Bloomberg, Asset Managment, Portfolio Management, Alternative Investments, Capital Markets, Derivatives, Wealth Management, Series 7, Investment Advisory, Asset Allocation
Education
University of Washington, Michael G. Foster School of Business 1999 — 2001
MBA, Finance
McGill University 1987 — 1990
Bachelors of Arts, Humanistic Studies
Stephen Hilbert Stephen Hilbert's The Rainier Group Experience October 2011 - November 2013
Job Vice President of Distribution at Copperstone Partners
Industry Financial Services
Experience
Copperstone IDF Services October 2014 - Present
Strategic Capital January 2014 - Present
Kineta, Inc. 2013 - Present
Parody Products 2012 - Present
Immusoft Corporation August 2012 - Present
The Rainier Group October 2011 - November 2013
JP Morgan Asset Management September 2009 - August 2011
Charles Schwab September 2002 - October 2009
Dale Carnegie Training 2002 - 2004
Merrill Lynch January 2000 - January 2002
Skills
Investments, Strategic Financial..., Private Equity, Wealth Management, Business Strategy, HAM Radio Technician, Leadership, Business Development, Financial Modeling, Start-ups, Series 7, Strategy, Management, Business Planning, Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Portfolio Management, Asset Managment, Entrepreneurship, Team Leadership, Asset Management, Financial Planning
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Business
University of Washington 1996 — 2000
Bachelor of Arts, Double Major: International Relations and Political Science, US Strategic Foreign Policy
ISB
Copperstone IDF Services October 2014 - Present
Strategic Capital January 2014 - Present
Kineta, Inc. 2013 - Present
Parody Products 2012 - Present
Immusoft Corporation August 2012 - Present
The Rainier Group October 2011 - November 2013
JP Morgan Asset Management September 2009 - August 2011
Charles Schwab September 2002 - October 2009
Dale Carnegie Training 2002 - 2004
Merrill Lynch January 2000 - January 2002
Skills
Investments, Strategic Financial..., Private Equity, Wealth Management, Business Strategy, HAM Radio Technician, Leadership, Business Development, Financial Modeling, Start-ups, Series 7, Strategy, Management, Business Planning, Strategic Planning, Marketing Strategy, Marketing, Public Speaking, Portfolio Management, Asset Managment, Entrepreneurship, Team Leadership, Asset Management, Financial Planning
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Global Business
University of Washington 1996 — 2000
Bachelor of Arts, Double Major: International Relations and Political Science, US Strategic Foreign Policy
ISB
Matthew Housel's The Rainier Group Experience March 1995 - December 1998
Job Financial Services Marketing Leader
Industry Financial Services
Experience
Franklin Templeton Investments June 2011 - Present
MassMutual Financial Group March 2009 - June 2011
Old Mutual November 2006 - March 2009
AIG American General October 2004 - October 2006
Safeco LIfe & Investments (now Symetra Financial) January 1999 - September 2004
The Rainier Group March 1995 - December 1998
Skills
Marketing Strategy, Product Marketing, Market Research, Marketing Communications, Mutual Funds, Annuities, Life Insurance, Retirement Savings, Retirement Income..., Product Development, 529 Plans, Fixed Annuities, Retirement, SaaS, Management, Segmentation, Leadership, Marketing, Insurance, Business Strategy, Integrated Marketing, Strategic Planning, Program Management, Business Intelligence, Sales, Strategy, CRM, Investments
Education
Drake University
BA, International Relations/Economics
The Chinese University of Hong Kong 1988 — 1989
Other
Malcolm Kerr Scholar, National Council on US/Arab Relations
Franklin Templeton Investments June 2011 - Present
MassMutual Financial Group March 2009 - June 2011
Old Mutual November 2006 - March 2009
AIG American General October 2004 - October 2006
Safeco LIfe & Investments (now Symetra Financial) January 1999 - September 2004
The Rainier Group March 1995 - December 1998
Skills
Marketing Strategy, Product Marketing, Market Research, Marketing Communications, Mutual Funds, Annuities, Life Insurance, Retirement Savings, Retirement Income..., Product Development, 529 Plans, Fixed Annuities, Retirement, SaaS, Management, Segmentation, Leadership, Marketing, Insurance, Business Strategy, Integrated Marketing, Strategic Planning, Program Management, Business Intelligence, Sales, Strategy, CRM, Investments
Education
Drake University
BA, International Relations/Economics
The Chinese University of Hong Kong 1988 — 1989
Other
Malcolm Kerr Scholar, National Council on US/Arab Relations
Ricci Ramos's The Rainier Group Experience July 2001 - July 2006
Job Experienced IT and Finance Project Manager
Industry Information Technology and Services
Experience
Mattel February 2014 - Present
Paul Hastings August 2006 - February 2014
The Rainier Group July 2001 - July 2006
Skills
Accounts Payable, Management, Accounts Receivable, Payroll, Analysis, Research, Microsoft Excel, Policy, Invoicing, Public Speaking, PowerPoint, Recruiting, Negotiation, Employee Training, Customer Service, Talent Management, Finance, Team Leadership, Human Resources, Strategic Planning
Education
Antioch University-Los Angeles
Master of Arts (M.A.), Organization Management
California State University-Los Angeles
Bachelor of Arts (B.A.), Applied Economics
Mattel February 2014 - Present
Paul Hastings August 2006 - February 2014
The Rainier Group July 2001 - July 2006
Skills
Accounts Payable, Management, Accounts Receivable, Payroll, Analysis, Research, Microsoft Excel, Policy, Invoicing, Public Speaking, PowerPoint, Recruiting, Negotiation, Employee Training, Customer Service, Talent Management, Finance, Team Leadership, Human Resources, Strategic Planning
Education
Antioch University-Los Angeles
Master of Arts (M.A.), Organization Management
California State University-Los Angeles
Bachelor of Arts (B.A.), Applied Economics
Donald Bielen's The Rainier Group Experience January 2013 - Present
Job Director of Business Advisory Services
Industry Financial Services
Experience
The Rainier Group January 2013 - Present
Rainier Group, Inc May 1992 - January 2013
Capital Analyst Northwest, Inc. August 1991 - January 1993
Allstate Insurance Corporate Operations Center September 1985 - January 1991
Montana Merchandising Incorporated January 1984 - September 1984
Columbia Grain, Inc. June 1983 - February 1984
Skills
Business Transition..., Fianancial Management, Succession Planning, Planning, Business Planning, Strategic Planning, Business Strategy, Mentoring, Project Planning, Executive Management, Strategic Financial..., Budgets, Risk Management, Entrepreneurship, Leadership, Management, Small Business, Finance, Mergers & Acquisitions, Financial Modeling, Strategy, Business Development
Education
University of Oregon 2005 — 2007
MBA, Business Administration and Finance
College for Financial Planning 1996 — 1998
Undergraduate, Certified Financial Planning Designation
The University of Montana - School of Business Administration 1980 — 1985
BS Finance, Finance and Economics
Fort Benton 1978 — 1980
High School Graduate, Honors
The Rainier Group January 2013 - Present
Rainier Group, Inc May 1992 - January 2013
Capital Analyst Northwest, Inc. August 1991 - January 1993
Allstate Insurance Corporate Operations Center September 1985 - January 1991
Montana Merchandising Incorporated January 1984 - September 1984
Columbia Grain, Inc. June 1983 - February 1984
Skills
Business Transition..., Fianancial Management, Succession Planning, Planning, Business Planning, Strategic Planning, Business Strategy, Mentoring, Project Planning, Executive Management, Strategic Financial..., Budgets, Risk Management, Entrepreneurship, Leadership, Management, Small Business, Finance, Mergers & Acquisitions, Financial Modeling, Strategy, Business Development
Education
University of Oregon 2005 — 2007
MBA, Business Administration and Finance
College for Financial Planning 1996 — 1998
Undergraduate, Certified Financial Planning Designation
The University of Montana - School of Business Administration 1980 — 1985
BS Finance, Finance and Economics
Fort Benton 1978 — 1980
High School Graduate, Honors
Ross Jarvi's The Rainier Group Experience May 2006 - October 2009
Job General Manager at Csosz Manufacturing, Incorporated
Industry Financial Services
Experience
Csosz Manufacturing, Incorporated December 2013 - Present
Red Hawk Consulting, LLC. October 2012 - Present
Dendreon Corporation January 2011 - October 2012
Dendreon Corporation August 2009 - January 2011
The Rainier Group May 2006 - October 2009
Dendreon 2002 - 2006
KING 5 Television 1999 - 2002
Corixa Corporation 1997 - February 2000
The Boeing Company 1988 - 1997
Skills
Forecasting, Contract Management, Financial Modeling, Financial Analysis, Hyperion Enterprise, Accounting, Process Improvement, Oracle Enterprise..., Budgeting, Performance Reporting, Variance Analysis, Capital Project Planning, Budgets, JD Edwards, Mergers & Acquisitions, Management, Competitive Analysis, Cross-functional Team..., Finance, Access, Analysis, Manufacturing, Strategic Planning, Corporate Finance, Training, Internal Audit, Contract Negotiation, Software Documentation, Sarbanes-Oxley Act, Financial Forecasting, Procurement
Education
University of Puget Sound 1983 — 1984
MBA, Finance
University of Washington 1978 — 1982
BA, Economics
Csosz Manufacturing, Incorporated December 2013 - Present
Red Hawk Consulting, LLC. October 2012 - Present
Dendreon Corporation January 2011 - October 2012
Dendreon Corporation August 2009 - January 2011
The Rainier Group May 2006 - October 2009
Dendreon 2002 - 2006
KING 5 Television 1999 - 2002
Corixa Corporation 1997 - February 2000
The Boeing Company 1988 - 1997
Skills
Forecasting, Contract Management, Financial Modeling, Financial Analysis, Hyperion Enterprise, Accounting, Process Improvement, Oracle Enterprise..., Budgeting, Performance Reporting, Variance Analysis, Capital Project Planning, Budgets, JD Edwards, Mergers & Acquisitions, Management, Competitive Analysis, Cross-functional Team..., Finance, Access, Analysis, Manufacturing, Strategic Planning, Corporate Finance, Training, Internal Audit, Contract Negotiation, Software Documentation, Sarbanes-Oxley Act, Financial Forecasting, Procurement
Education
University of Puget Sound 1983 — 1984
MBA, Finance
University of Washington 1978 — 1982
BA, Economics
Brian Gaither's The Rainier Group Experience April 2005 - April 2006
Job Manager of CapEx and Investments at Laureate International
Industry Education Management
Experience
Laureate International Universities June 2014 - Present
Xerox April 2013 - Present
Holland America Line July 2012 - November 2012
Carnival Corporation April 2008 - July 2012
TKX Aerospace - Division of ThyssenKrupp AG April 2006 - April 2008
The Rainier Group April 2005 - April 2006
Washington Mutual June 2004 - April 2005
Simpson Thacher & Bartlett LLP November 1999 - February 2003
Skills
GAAP, GAAS, IFRS, Financial Analysis, Internal Controls, Risk Management, Budget, Finance, Accounting, Process Improvement, Microsoft Excel, Financial Modeling, Sarbanes-Oxley Act, Access, Strategic Financial..., Banking, Project Management, Analysis, Forecasting, Financial Reporting, Business Analysis, Auditing, Budgets, Business Intelligence, Business Process..., Business Strategy, Due Diligence, Financial Accounting, Financial Forecasting, Internal Audit, Management, Leadership, Mergers & Acquisitions, Program Management, Pricing, Project Planning, Strategic Planning, Valuation, Variance Analysis
Education
University of Washington, Michael G. Foster School of Business 2003 — 2005
MBA, Finance and Accounting
Cornell University 1993 — 1998
BA, History; Romance Languages
Laureate International Universities June 2014 - Present
Xerox April 2013 - Present
Holland America Line July 2012 - November 2012
Carnival Corporation April 2008 - July 2012
TKX Aerospace - Division of ThyssenKrupp AG April 2006 - April 2008
The Rainier Group April 2005 - April 2006
Washington Mutual June 2004 - April 2005
Simpson Thacher & Bartlett LLP November 1999 - February 2003
Skills
GAAP, GAAS, IFRS, Financial Analysis, Internal Controls, Risk Management, Budget, Finance, Accounting, Process Improvement, Microsoft Excel, Financial Modeling, Sarbanes-Oxley Act, Access, Strategic Financial..., Banking, Project Management, Analysis, Forecasting, Financial Reporting, Business Analysis, Auditing, Budgets, Business Intelligence, Business Process..., Business Strategy, Due Diligence, Financial Accounting, Financial Forecasting, Internal Audit, Management, Leadership, Mergers & Acquisitions, Program Management, Pricing, Project Planning, Strategic Planning, Valuation, Variance Analysis
Education
University of Washington, Michael G. Foster School of Business 2003 — 2005
MBA, Finance and Accounting
Cornell University 1993 — 1998
BA, History; Romance Languages
Robert (Bob) Gruber's The Rainier Group Experience March 1988 - Present
Job CEO at The Rainier Group
Industry Financial Services
Experience
The Rainier Group March 1988 - Present
The Rainier Group March 1988 - Present
Education
Colby College 1963 — 1967
The Rainier Group March 1988 - Present
The Rainier Group March 1988 - Present
Education
Colby College 1963 — 1967
Jay Wilson's The Rainier Group Experience 1993 - 1995
Job Chief Financial Officer
Industry Executive Office
Experience
Bridgewell Resources, LLC November 2011 - Present
Silver Eagle Manufacturing July 2007 - July 2011
Yakima Products 2005 - 2007
Michaels of Oregon 2003 - 2005
Davis Tool January 1998 - May 2002
Davis Tool January 1995 - December 1998
The Rainier Group 1993 - 1995
Deloitte 1991 - 1993
Procter & Gamble 1990 - 1990
Body Wear 1988 - 1988
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Forecasting, Mergers, Financial Analysis, Restructuring, Manufacturing, Finance, CPA, Strategic Planning, Due Diligence, Divestitures, Budgets, Financial Reporting, Strategy, Acquisition Integration, Accounting, Process Improvement, Turn Around Management, Acquisitions, Public Companies
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance
University of Washington 1982 — 1986
BA, Accounting
Bridgewell Resources, LLC November 2011 - Present
Silver Eagle Manufacturing July 2007 - July 2011
Yakima Products 2005 - 2007
Michaels of Oregon 2003 - 2005
Davis Tool January 1998 - May 2002
Davis Tool January 1995 - December 1998
The Rainier Group 1993 - 1995
Deloitte 1991 - 1993
Procter & Gamble 1990 - 1990
Body Wear 1988 - 1988
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Forecasting, Mergers, Financial Analysis, Restructuring, Manufacturing, Finance, CPA, Strategic Planning, Due Diligence, Divestitures, Budgets, Financial Reporting, Strategy, Acquisition Integration, Accounting, Process Improvement, Turn Around Management, Acquisitions, Public Companies
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance
University of Washington 1982 — 1986
BA, Accounting
Adam Colyer's The Rainier Group Experience AnalystGoldman Sachs & Co.2006 - 2007
Job Analyst at The Rainier Group
Industry Financial Services
Experience
The Rainier Group AnalystGoldman Sachs & Co.2006 - 2007
Education
University of Puget Sound 2002 — 2006
BA, Business Leadership, Finance, Economics
The Rainier Group AnalystGoldman Sachs & Co.2006 - 2007
Education
University of Puget Sound 2002 — 2006
BA, Business Leadership, Finance, Economics
Aubrey Howe's The Rainier Group Experience May 2006 - August 2006
Job Director of Market Development at Truss Group
Industry Marketing and Advertising
Experience
Truss Group November 2014 - Present
Maxfield Candy Company July 2013 - October 2014
Maxfield Candy Company August 2011 - July 2013
Maxfield Candy Company September 2010 - August 2011
Sustainable Energy Solutions May 2010 - August 2010
The Rainier Group May 2006 - August 2006
Fred Hutchinson Cancer Research Center January 2005 - August 2005
Skills
Product Development, Customer Insight, Sales, Grocery, Leadership, Retail, New Business Development, Microsoft Excel, Strategic Planning, Account Management, Consumer Products, Sales Analysis, Private Label, Business Strategy, Marketing, Strategy, Business Planning, Key Account Development
Education
Brigham Young University 2005 — 2010
Bachelors of Business Management, Business Administration and Management, General
International School
Truss Group November 2014 - Present
Maxfield Candy Company July 2013 - October 2014
Maxfield Candy Company August 2011 - July 2013
Maxfield Candy Company September 2010 - August 2011
Sustainable Energy Solutions May 2010 - August 2010
The Rainier Group May 2006 - August 2006
Fred Hutchinson Cancer Research Center January 2005 - August 2005
Skills
Product Development, Customer Insight, Sales, Grocery, Leadership, Retail, New Business Development, Microsoft Excel, Strategic Planning, Account Management, Consumer Products, Sales Analysis, Private Label, Business Strategy, Marketing, Strategy, Business Planning, Key Account Development
Education
Brigham Young University 2005 — 2010
Bachelors of Business Management, Business Administration and Management, General
International School
Claude Nesis's The Rainier Group Experience March 1987 - December 2002
Job Principal and Certified Financial Planner
Industry Financial Services
Experience
The Nesis Group May 2003 - Present
The Rainier Group March 1987 - December 2002
HPI Health Care Services, Inc. July 1981 - February 1987
Skills
Retirement, Securities, Financial Services, Wealth Management, Estate Planning, Investment Management, Finance, Insurance, Strategic Planning, Analysis, Investments, Process Improvement, Leadership
Education
New York University 1977 — 1979
MPA, Health Care Management and Administration
Stony Brook University 1972 — 1975
B.A., Psychology
Rensselaer Polytechnic Institute 1971 — 1972
Pre-Med
The Nesis Group May 2003 - Present
The Rainier Group March 1987 - December 2002
HPI Health Care Services, Inc. July 1981 - February 1987
Skills
Retirement, Securities, Financial Services, Wealth Management, Estate Planning, Investment Management, Finance, Insurance, Strategic Planning, Analysis, Investments, Process Improvement, Leadership
Education
New York University 1977 — 1979
MPA, Health Care Management and Administration
Stony Brook University 1972 — 1975
B.A., Psychology
Rensselaer Polytechnic Institute 1971 — 1972
Pre-Med