Threshold Group
Industry: Company
DescriptionFounded: 1958 Subsidiary: Threshold Group, Inc., Asset Management Arm
Threshold Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Threshold Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Threshold Group Salaries. You can even request information on how much does Threshold Group pay if you want to. Learn about salaries, pros and cons of working for Threshold Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
50 Threshold Group employees in database. Find out everything there's to know about Threshold Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Threshold Group Employees
Employee
Years
Job
Industry
Casey Arena Casey Arena's Threshold Group Experience June 2004 - September 2004
Job Sr. Financial Analyst at ExtraHop Networks We're Hiring!
Industry Computer Software
Experience
ExtraHop Networks February 2015 - Present
Pickle-Ball, Inc. October 2014 - February 2015
Solavei June 2013 - October 2014
Solavei January 2013 - June 2013
Vertafore July 2010 - January 2013
Moxie Software March 2007 - July 2010
Who's Calling, Inc. July 2005 - February 2007
Threshold Group June 2004 - September 2004
Skills
Forecasting, Financial Reporting, Strategy, Budgets, Financial Modeling, Financial Analysis, Accounting, Microsoft Excel, Revenue Recognition, Account Management, Start-ups, Finance, Sales, Metrics Reporting, Team Leadership, Product Management, Professional Services, Customer Support, TM1, Management, Credit Card Transaction..., Credit Card Fraud, Revenue Analysis, PCI DSS, Arithmetic, CRM, SaaS, Enterprise Software, Analysis, Salesforce.com, Process Improvement
Education
University of Oregon - Charles H. Lundquist College of Business 2000 — 2005
Bachelor of Science, Business Administration - Finance
West Linn High School 1996 — 2000
Diploma, General Education
ExtraHop Networks February 2015 - Present
Pickle-Ball, Inc. October 2014 - February 2015
Solavei June 2013 - October 2014
Solavei January 2013 - June 2013
Vertafore July 2010 - January 2013
Moxie Software March 2007 - July 2010
Who's Calling, Inc. July 2005 - February 2007
Threshold Group June 2004 - September 2004
Skills
Forecasting, Financial Reporting, Strategy, Budgets, Financial Modeling, Financial Analysis, Accounting, Microsoft Excel, Revenue Recognition, Account Management, Start-ups, Finance, Sales, Metrics Reporting, Team Leadership, Product Management, Professional Services, Customer Support, TM1, Management, Credit Card Transaction..., Credit Card Fraud, Revenue Analysis, PCI DSS, Arithmetic, CRM, SaaS, Enterprise Software, Analysis, Salesforce.com, Process Improvement
Education
University of Oregon - Charles H. Lundquist College of Business 2000 — 2005
Bachelor of Science, Business Administration - Finance
West Linn High School 1996 — 2000
Diploma, General Education
Danielle Pennington Danielle Pennington's Threshold Group Experience June 2015 - Present
Job Senior Registered Associate/ Financial Planning Associate at Morgan Stanley
Industry Financial Services
Experience
Threshold Group June 2015 - Present
Morgan Stanley Wealth Management November 2011 - Present
BNY Mellon March 2011 - November 2011
Morgan Stanley Smith Barney February 2010 - March 2011
Morgan Stanley Smith Barney October 2008 - February 2010
Heffernan Insurance Brokers May 2008 - August 2008
Skills
Series 7, Outlook, Excel, Series 66, Uniform Combined State..., Microsoft Excel
Education
University of California, Berkeley 2005 — 2009
BA, Political Economics
Threshold Group June 2015 - Present
Morgan Stanley Wealth Management November 2011 - Present
BNY Mellon March 2011 - November 2011
Morgan Stanley Smith Barney February 2010 - March 2011
Morgan Stanley Smith Barney October 2008 - February 2010
Heffernan Insurance Brokers May 2008 - August 2008
Skills
Series 7, Outlook, Excel, Series 66, Uniform Combined State..., Microsoft Excel
Education
University of California, Berkeley 2005 — 2009
BA, Political Economics
Sarah Mahlab Sarah Mahlab's Threshold Group Experience June 2014 - August 2014
Job Associate Director, Innovation & Investments at Invest Canopy
Industry Renewables & Environment
Experience
Threshold Group June 2014 - August 2014
The Lyme Timber Company September 2009 - August 2013
Hanover Conservancy August 2009 - January 2010
Cedar Circle Farm May 2009 - September 2009
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Pomona College 2005 — 2009
BA
Threshold Group June 2014 - August 2014
The Lyme Timber Company September 2009 - August 2013
Hanover Conservancy August 2009 - January 2010
Cedar Circle Farm May 2009 - September 2009
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Pomona College 2005 — 2009
BA
Dominik Skrivanich's Threshold Group Experience March 2009 - June 2012
Job Information Technology Coordinator at McGladrey
Industry Financial Services
Experience
McGladrey July 2012 - Present
Threshold Group March 2009 - June 2012
Skills
Windows 7, Windows 7 Migration, Windows Server, iOS, Desktop Application..., Time Management, System Administration, HDI Desktop Support..., Mac, Projects, Exchange Support, ProSystem fx Tax, Caseware, Avaya Site..., Xerox Printers, Outlook, iPad, Technical Support, Desktop Administration, Desktop Deployment, Windows 8, CompTIA A+ Certification, Blackberry, Printers, Servers, System Deployment, Hardware, Information Technology, Microsoft Office, Project Management, Software Installation
Education
Central Washington University 2002 — 2008
B.S. Exercise Science, Exercise
Peninsula High School 1999 — 2002
McGladrey July 2012 - Present
Threshold Group March 2009 - June 2012
Skills
Windows 7, Windows 7 Migration, Windows Server, iOS, Desktop Application..., Time Management, System Administration, HDI Desktop Support..., Mac, Projects, Exchange Support, ProSystem fx Tax, Caseware, Avaya Site..., Xerox Printers, Outlook, iPad, Technical Support, Desktop Administration, Desktop Deployment, Windows 8, CompTIA A+ Certification, Blackberry, Printers, Servers, System Deployment, Hardware, Information Technology, Microsoft Office, Project Management, Software Installation
Education
Central Washington University 2002 — 2008
B.S. Exercise Science, Exercise
Peninsula High School 1999 — 2002
Dan Morehead Dan Morehead's Threshold Group Experience August 2011 - July 2012
Job Controller at Frihet Group, a Virtual Personal Assistant and Lifestyle Services Company
Industry Accounting
Experience
Frihet Group, a Virtual Personal Assistant and Lifestyle Services Company July 2013 - Present
Virginia Tech October 2012 - Present
Threshold Group August 2011 - July 2012
Pacific Lutheran University February 2009 - August 2011
Skills
Peachtree, General Ledger, Account Reconciliation, Accounting, Financial Accounting, QuickBooks, Tax Accounting, Tax Preparation, Financial Reporting
Education
Pacific Lutheran University 2007 — 2011
BBA, Accounting
Frihet Group, a Virtual Personal Assistant and Lifestyle Services Company July 2013 - Present
Virginia Tech October 2012 - Present
Threshold Group August 2011 - July 2012
Pacific Lutheran University February 2009 - August 2011
Skills
Peachtree, General Ledger, Account Reconciliation, Accounting, Financial Accounting, QuickBooks, Tax Accounting, Tax Preparation, Financial Reporting
Education
Pacific Lutheran University 2007 — 2011
BBA, Accounting
Patrick Adrian, CFA's Threshold Group Experience August 2012 - April 2013
Job Partner, Portfolio Manager at Monea Investments
Industry Capital Markets
Experience
Monea Investments, LLC September 2013 - Present
Sabbatical April 2013 - September 2013
Threshold Group August 2012 - April 2013
Threshold Group March 2008 - August 2012
Russell Investment Group February 2007 - February 2008
Education
University of Puget Sound
Bachelor of Science (B.Sc.), Economics
Monea Investments, LLC September 2013 - Present
Sabbatical April 2013 - September 2013
Threshold Group August 2012 - April 2013
Threshold Group March 2008 - August 2012
Russell Investment Group February 2007 - February 2008
Education
University of Puget Sound
Bachelor of Science (B.Sc.), Economics
Daniel Yeung, CFA Daniel Yeung, CFA's Threshold Group Experience 2008 - 2009
Job Senior Associate at The CAPROCK Group
Industry Financial Services
Experience
The CAPROCK Group August 2010 - Present
Seattle Alternative Investment Association January 2014 - Present
Keller Graduate School of Management May 2009 - Present
Purcell Advisory Services, LLC 2009 - 2010
Threshold Group 2008 - 2009
Accessor Capital Management 2006 - 2008
Morningstar Associates 2004 - 2006
Morningstar Associates 1997 - 2004
Skills
Portfolio Management, Manager Research, Quantitative Analytics, Hedge Funds, Investments, Research, Mutual Funds, Private Equity, Alternative Investments
Education
University of Chicago Graduate School of Business 2001 — 2003
MBA
University of Michigan at Ann Arbor
BA with Honors
Case Western Reserve University
The CAPROCK Group August 2010 - Present
Seattle Alternative Investment Association January 2014 - Present
Keller Graduate School of Management May 2009 - Present
Purcell Advisory Services, LLC 2009 - 2010
Threshold Group 2008 - 2009
Accessor Capital Management 2006 - 2008
Morningstar Associates 2004 - 2006
Morningstar Associates 1997 - 2004
Skills
Portfolio Management, Manager Research, Quantitative Analytics, Hedge Funds, Investments, Research, Mutual Funds, Private Equity, Alternative Investments
Education
University of Chicago Graduate School of Business 2001 — 2003
MBA
University of Michigan at Ann Arbor
BA with Honors
Case Western Reserve University
Roland Vigue Roland Vigue's Threshold Group Experience October 2011 - May 2012
Job Project Manager at QVC
Industry Information Technology and Services
Experience
QVC June 2014 - Present
Independence Blue Cross October 2012 - May 2014
Lumesis, Inc. May 2012 - October 2012
Independence Blue Cross - Strategy PMO October 2011 - May 2012
Threshold Group October 2011 - May 2012
SEI Investments 2000 - September 2011
Pfizer - Global Strategic Marketing 1998 - 2000
Bristol-Myers Squibb 1987 - 1998
Skills
Program Management, Project Portfolio..., Certified Scrum Master..., Solutions Development, Management, Software Project..., Solution Development, Business Analysis, Vendor Management, Process Improvement, Leadership, Business Intelligence, Executive Management, Business Process...
Education
Fairleigh Dickinson University
MS, Computer Science
Fairleigh Dickinson University
MBA, Finance
Seton Hall University
BA, Business Admin - Accounting
QVC June 2014 - Present
Independence Blue Cross October 2012 - May 2014
Lumesis, Inc. May 2012 - October 2012
Independence Blue Cross - Strategy PMO October 2011 - May 2012
Threshold Group October 2011 - May 2012
SEI Investments 2000 - September 2011
Pfizer - Global Strategic Marketing 1998 - 2000
Bristol-Myers Squibb 1987 - 1998
Skills
Program Management, Project Portfolio..., Certified Scrum Master..., Solutions Development, Management, Software Project..., Solution Development, Business Analysis, Vendor Management, Process Improvement, Leadership, Business Intelligence, Executive Management, Business Process...
Education
Fairleigh Dickinson University
MS, Computer Science
Fairleigh Dickinson University
MBA, Finance
Seton Hall University
BA, Business Admin - Accounting
Cheryl Karboski Cheryl Karboski's Threshold Group Experience August 2000 - February 2011
Job Formerly, Chief Compliance Officer at Threshold Group
Industry Financial Services
Experience
Threshold Group August 2000 - February 2011
Russell Investments, formerly Frank Russell Company January 1977 - March 2000
Skills
Investments
Education
Tacoma Community College
Associates In Arts & Science, Business Administration
Threshold Group August 2000 - February 2011
Russell Investments, formerly Frank Russell Company January 1977 - March 2000
Skills
Investments
Education
Tacoma Community College
Associates In Arts & Science, Business Administration
Phillip Barefoot Phillip Barefoot's Threshold Group Experience July 2008 - December 2010
Job Multimedia Designer at Insider Marketing
Industry Graphic Design
Experience
Insider Marketing March 2013 - Present
PFSweb March 2012 - January 2013
Barefoot Design November 2003 - March 2012
Threshold Group July 2008 - December 2010
House of Pain September 2006 - July 2008
Mary Kay Inc. May 2002 - October 2003
Mary Kay Inc. January 1999 - January 2001
Region 10 ESC January 1998 - January 1999
Skills
Graphic Design, Offset Printing, Digital Illustration, Packaging Design, Multimedia, Animation, 3D animation, Adobe Creative Suite, Logo Design, Catalogs, Advertising, Pre-press, Typography, Web Design, Illustrator, Flash Animation, Packaging, InDesign, Graphics, Motion Graphics, Production, Adobe Acrobat, Photoshop, Dreamweaver, Flash, Illustration, Art Direction, Creative Direction, Art, Print Production, Business Cards, Brochures, Invitations, Flyers, Layout, Direct Mail, Brand Development, Creative Strategy, User Interface Design, Interaction Design, Concept Development, Magazines, Promotional Products, Mac, Corporate Identity, Retouching, Logos, Video, Articulate Suite, Articulate Storyline
Education
Collin County Community College 1999 — 2001
Associates, Multimedia
Collin County Community College 1999 — 2001
Certificate, Web Design
Collin County Community College 1999 — 2001
Certificate, Animation
Insider Marketing March 2013 - Present
PFSweb March 2012 - January 2013
Barefoot Design November 2003 - March 2012
Threshold Group July 2008 - December 2010
House of Pain September 2006 - July 2008
Mary Kay Inc. May 2002 - October 2003
Mary Kay Inc. January 1999 - January 2001
Region 10 ESC January 1998 - January 1999
Skills
Graphic Design, Offset Printing, Digital Illustration, Packaging Design, Multimedia, Animation, 3D animation, Adobe Creative Suite, Logo Design, Catalogs, Advertising, Pre-press, Typography, Web Design, Illustrator, Flash Animation, Packaging, InDesign, Graphics, Motion Graphics, Production, Adobe Acrobat, Photoshop, Dreamweaver, Flash, Illustration, Art Direction, Creative Direction, Art, Print Production, Business Cards, Brochures, Invitations, Flyers, Layout, Direct Mail, Brand Development, Creative Strategy, User Interface Design, Interaction Design, Concept Development, Magazines, Promotional Products, Mac, Corporate Identity, Retouching, Logos, Video, Articulate Suite, Articulate Storyline
Education
Collin County Community College 1999 — 2001
Associates, Multimedia
Collin County Community College 1999 — 2001
Certificate, Web Design
Collin County Community College 1999 — 2001
Certificate, Animation
Ryan Tate Ryan Tate's Threshold Group Experience August 2011 - November 2012
Job Founder & CEO at Venture Equity Exchange (VΞX)
Industry Computer Software
Experience
Venture Equity Exchange July 2015 - Present
Codementor June 2014 - Present
Four Horsemen Investments September 2011 - Present
Peer Market Exchange September 2014 - October 2015
The Barrels Brewing Company February 2013 - April 2014
Threshold Group August 2011 - November 2012
Four Horsemen Investments September 2010 - September 2011
Russell Investments March 2011 - June 2011
Phi Alpha Delta Law Fraternity, International September 2008 - December 2009
Congressman Darrell Issa September 2006 - December 2006
Skills
Investments, Portfolio Management, Research, Mandarin, Investment Strategies, Analysis, Financial Modeling, English, Wealth Management..., Economics, Asset Allocation, Alternative Investments, Leadership, Machine Learning, Global Infrastructure..., Entrepreneurship, Node.js, Bitcoin, Statistical Programming, Risk Management, Time Series Analysis, JavaScript, HTML 5, Web Applications, Computer Science
Education
University of Puget Sound 2007 — 2011
BA, Business Administration (Intl. Focus); International Political Economy; Chinese; Asian studies
East China Normal University 2009 — 2010
Advanced Chinese Language Program
Tunghai University 2009 — 2009
Advanced Chinese Language & Culture
Venture Equity Exchange July 2015 - Present
Codementor June 2014 - Present
Four Horsemen Investments September 2011 - Present
Peer Market Exchange September 2014 - October 2015
The Barrels Brewing Company February 2013 - April 2014
Threshold Group August 2011 - November 2012
Four Horsemen Investments September 2010 - September 2011
Russell Investments March 2011 - June 2011
Phi Alpha Delta Law Fraternity, International September 2008 - December 2009
Congressman Darrell Issa September 2006 - December 2006
Skills
Investments, Portfolio Management, Research, Mandarin, Investment Strategies, Analysis, Financial Modeling, English, Wealth Management..., Economics, Asset Allocation, Alternative Investments, Leadership, Machine Learning, Global Infrastructure..., Entrepreneurship, Node.js, Bitcoin, Statistical Programming, Risk Management, Time Series Analysis, JavaScript, HTML 5, Web Applications, Computer Science
Education
University of Puget Sound 2007 — 2011
BA, Business Administration (Intl. Focus); International Political Economy; Chinese; Asian studies
East China Normal University 2009 — 2010
Advanced Chinese Language Program
Tunghai University 2009 — 2009
Advanced Chinese Language & Culture
Teresa Wells, CFA Teresa Wells, CFA's Threshold Group Experience July 2014 - Present
Job Director of Investment Strategy at Threshold Group
Industry Investment Management
Experience
Threshold Group July 2014 - Present
Laird Norton Wealth Management June 2010 - July 2014
City of Seattle Employee Retirement System October 2009 - June 2010
Laird Norton Tyee September 2007 - October 2009
Farmers New World Life Insurance June 2005 - September 2007
CoBiz Private Asset Management March 2001 - June 2005
Sovereign Financial Services May 2000 - March 2001
Education
Seattle University 2005 — 2008
Masters, International Business
Metropolitan State College of Denver
Bachelor of Science, Finance
Threshold Group July 2014 - Present
Laird Norton Wealth Management June 2010 - July 2014
City of Seattle Employee Retirement System October 2009 - June 2010
Laird Norton Tyee September 2007 - October 2009
Farmers New World Life Insurance June 2005 - September 2007
CoBiz Private Asset Management March 2001 - June 2005
Sovereign Financial Services May 2000 - March 2001
Education
Seattle University 2005 — 2008
Masters, International Business
Metropolitan State College of Denver
Bachelor of Science, Finance
Rick Haverkamp Rick Haverkamp's Threshold Group Experience January 2013 - Present
Job Director of Technology at Threshold Group
Industry Information Technology and Services
Experience
Threshold Group January 2013 - Present
Threshold Group June 2010 - December 2012
University of Pennsylvania December 2006 - January 2010
Arraya Solutions January 2002 - December 2006
University of Pennsylvania December 1999 - December 2006
Wharton Business School April 1997 - November 1999
University of Pennsylvania August 1995 - April 1997
University of Pennsylvania August 1994 - August 1995
Skills
Windows Server, Microsoft Exchange, System Administration, Troubleshooting, Windows, Software Installation, SQL, Mobile Devices, Microsoft SQL Server, Integration, Enterprise Architecture, Disaster Recovery, Mac OS X
Education
University of Pennsylvania - The Wharton School 1996 — 2000
N/A, Management
West Chester University of Pennsylvania 1987 — 1989
N/A, Liberal Studies
Threshold Group January 2013 - Present
Threshold Group June 2010 - December 2012
University of Pennsylvania December 2006 - January 2010
Arraya Solutions January 2002 - December 2006
University of Pennsylvania December 1999 - December 2006
Wharton Business School April 1997 - November 1999
University of Pennsylvania August 1995 - April 1997
University of Pennsylvania August 1994 - August 1995
Skills
Windows Server, Microsoft Exchange, System Administration, Troubleshooting, Windows, Software Installation, SQL, Mobile Devices, Microsoft SQL Server, Integration, Enterprise Architecture, Disaster Recovery, Mac OS X
Education
University of Pennsylvania - The Wharton School 1996 — 2000
N/A, Management
West Chester University of Pennsylvania 1987 — 1989
N/A, Liberal Studies
Ruben Ortega's Threshold Group Experience November 2014 - Present
Job Technology Advisor
Industry Internet
Experience
Threshold Group November 2014 - Present
Nordstrom October 2013 - October 2014
Google June 2010 - October 2013
Trusera October 2008 - September 2009
Trusera April 2007 - October 2008
Amazon.com November 2005 - March 2007
A9.com November 2003 - November 2005
Amazon.com January 2003 - December 2003
Amazon.com January 2000 - January 2003
Amazon.com 1998 - 2000
Skills
Distributed Systems, Scalability, Amazon Web Services..., Software Engineering, Web Design, JavaScript, Scrum, E-commerce, Software Development, Agile Methodologies, XML, MySQL, Mobile Devices, Java, C++, Ruby on Rails, Search, Computer Science, Algorithms, Mobile Applications, SQL, Hadoop, Web Applications
Education
University of Washington 1992 — 1994
M.S., Computer Science and Engineering
University of California, Irvine 1987 — 1991
B.S, Information and Computer Science
Threshold Group November 2014 - Present
Nordstrom October 2013 - October 2014
Google June 2010 - October 2013
Trusera October 2008 - September 2009
Trusera April 2007 - October 2008
Amazon.com November 2005 - March 2007
A9.com November 2003 - November 2005
Amazon.com January 2003 - December 2003
Amazon.com January 2000 - January 2003
Amazon.com 1998 - 2000
Skills
Distributed Systems, Scalability, Amazon Web Services..., Software Engineering, Web Design, JavaScript, Scrum, E-commerce, Software Development, Agile Methodologies, XML, MySQL, Mobile Devices, Java, C++, Ruby on Rails, Search, Computer Science, Algorithms, Mobile Applications, SQL, Hadoop, Web Applications
Education
University of Washington 1992 — 1994
M.S., Computer Science and Engineering
University of California, Irvine 1987 — 1991
B.S, Information and Computer Science
Alex Cook, CPA, CMA Alex Cook, CPA, CMA's Threshold Group Experience February 2014 - Present
Job Associate Director, Threshold Group
Industry Accounting
Experience
Threshold Group February 2014 - Present
Moss Adams LLP October 2012 - February 2014
Accountemps/Prevail Credit Union June 2012 - September 2012
Central Washington University September 2011 - June 2012
Columbia Bank December 2006 - September 2011
Alexis Hotel April 2006 - December 2006
Various April 1999 - April 2006
Skills
Financial Analysis, Financial Reporting, Banking, Accounting, Analysis, Portfolio Management, Microsoft Excel, Finance, Management, Loans, Training, Managerial Finance, Time Management, Credit, Start-ups, Internal Controls
Education
Central Washington University 2010 — 2012
Master of Science, Professional Accountancy
Western Washington University 2003 — 2006
Bachelor of Arts, Business Administration with Finance Concentration
Threshold Group February 2014 - Present
Moss Adams LLP October 2012 - February 2014
Accountemps/Prevail Credit Union June 2012 - September 2012
Central Washington University September 2011 - June 2012
Columbia Bank December 2006 - September 2011
Alexis Hotel April 2006 - December 2006
Various April 1999 - April 2006
Skills
Financial Analysis, Financial Reporting, Banking, Accounting, Analysis, Portfolio Management, Microsoft Excel, Finance, Management, Loans, Training, Managerial Finance, Time Management, Credit, Start-ups, Internal Controls
Education
Central Washington University 2010 — 2012
Master of Science, Professional Accountancy
Western Washington University 2003 — 2006
Bachelor of Arts, Business Administration with Finance Concentration
Jeanne Assael Goussev's Threshold Group Experience September 2013 - Present
Job Managing Director, Client Service at Threshold Group
Industry Financial Services
Experience
Threshold Group September 2013 - Present
Leave10 February 2012 - Present
Washington Planned Giving Council May 2012 - January 2015
East King County Estate Planning Council August 2010 - August 2014
Childhaven November 2009 - January 2014
Whittier Trust Company March 2009 - August 2013
US Trust, Bank of America Private Wealth Management May 1999 - March 2009
Skills
Estate Planning, Wealth Management, Trusts, High Net Worth..., Wealth, Investments, Estate Tax Planning, Nonprofits, Charities, Non-profit Leadership, Financial Advisory, Wealth Management..., Financial Planners, Investment Management, Asset Allocation, Investment Advisory, Alternative Investments, Retirement Planning, Investment Strategies, Asset Management, Philanthropy, Insurance, Trust Services, Estate Law, Retirement, Securities, Mutual Funds, Financial Planning
Education
Suffolk University Law School 2002 — 2006
JD, Law
Bowdoin College 1995 — 1999
BA, Government, Environmental Studies, French
Farmington High School 1991 — 1995
Threshold Group September 2013 - Present
Leave10 February 2012 - Present
Washington Planned Giving Council May 2012 - January 2015
East King County Estate Planning Council August 2010 - August 2014
Childhaven November 2009 - January 2014
Whittier Trust Company March 2009 - August 2013
US Trust, Bank of America Private Wealth Management May 1999 - March 2009
Skills
Estate Planning, Wealth Management, Trusts, High Net Worth..., Wealth, Investments, Estate Tax Planning, Nonprofits, Charities, Non-profit Leadership, Financial Advisory, Wealth Management..., Financial Planners, Investment Management, Asset Allocation, Investment Advisory, Alternative Investments, Retirement Planning, Investment Strategies, Asset Management, Philanthropy, Insurance, Trust Services, Estate Law, Retirement, Securities, Mutual Funds, Financial Planning
Education
Suffolk University Law School 2002 — 2006
JD, Law
Bowdoin College 1995 — 1999
BA, Government, Environmental Studies, French
Farmington High School 1991 — 1995
Brian Hughes Brian Hughes's Threshold Group Experience June 2008 - March 2012
Job President & Founder Hughes Growth Strategies, LLC.
Industry Management Consulting
Experience
Hughes Growth Strategies, LLC March 2012 - Present
The Wellspring Group March 2014 - Present
Family Office Metrics, LLC. April 2013 - Present
Strategic Philanthropy, Ltd. November 2012 - Present
Threshold Group June 2008 - March 2012
Pitcairn September 2004 - April 2008
Lincoln Financial Advisors 1989 - 2003
UnumProvident 1984 - 1989
Skills
Financial Planning, Wealth Management, Wealth, Investments, Estate Planning, Asset Management, Asset Allocation, Sales Management, New Business Development, Consultative Selling, Family Office Planning..., Family Foundation..., Family Office, Strategic Financial..., Asset Managment, Selling, Strategy, Financial Services, Risk Management, Investment Strategies, Hedge Funds, Private Banking, Alternative Investments, Financial Advisory, Management, Private Equity, High Net Worth..., Business Development, Wealth Management..., Investment Management, Finance, Investment Advisory, Sales Leadership...
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Private Wealth Management
The American College 1998 — 2002
CLU
University of Tampa 1980 — 1984
B.S., Marketing & Economics
Hughes Growth Strategies, LLC March 2012 - Present
The Wellspring Group March 2014 - Present
Family Office Metrics, LLC. April 2013 - Present
Strategic Philanthropy, Ltd. November 2012 - Present
Threshold Group June 2008 - March 2012
Pitcairn September 2004 - April 2008
Lincoln Financial Advisors 1989 - 2003
UnumProvident 1984 - 1989
Skills
Financial Planning, Wealth Management, Wealth, Investments, Estate Planning, Asset Management, Asset Allocation, Sales Management, New Business Development, Consultative Selling, Family Office Planning..., Family Foundation..., Family Office, Strategic Financial..., Asset Managment, Selling, Strategy, Financial Services, Risk Management, Investment Strategies, Hedge Funds, Private Banking, Alternative Investments, Financial Advisory, Management, Private Equity, High Net Worth..., Business Development, Wealth Management..., Investment Management, Finance, Investment Advisory, Sales Leadership...
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Private Wealth Management
The American College 1998 — 2002
CLU
University of Tampa 1980 — 1984
B.S., Marketing & Economics
Alex Hokanson, CFA, FRM Alex Hokanson, CFA, FRM's Threshold Group Experience January 2015 - Present
Job Director, Asset Allocation Strategies at Threshold Group
Industry Investment Management
Experience
Threshold Group January 2015 - Present
Threshold Group November 2012 - Present
SEI July 2009 - November 2012
SEI March 2008 - July 2009
SEI May 2005 - March 2008
Education
Temple University - Fox School of Business and Management
Master of Science (M.S.), Financial Engineering
Villanova University
Bachelor of Science (B.S.), Comprehensive Science
Threshold Group January 2015 - Present
Threshold Group November 2012 - Present
SEI July 2009 - November 2012
SEI March 2008 - July 2009
SEI May 2005 - March 2008
Education
Temple University - Fox School of Business and Management
Master of Science (M.S.), Financial Engineering
Villanova University
Bachelor of Science (B.S.), Comprehensive Science
Christopher Meierding Christopher Meierding's Threshold Group Experience December 2014 - Present
Job Marketing Coordinator / Graphic Designer at Threshold Group
Industry Graphic Design
Experience
Threshold Group December 2014 - Present
Meierding Design May 2010 - Present
Puget Sound Energy December 2013 - December 2014
Puget Sound Energy January 2012 - January 2013
Third Degree Graphics and Marketing October 2008 - May 2010
California Lutheran University January 2005 - May 2008
Harlan West Design Studios June 2007 - August 2007
Community Access Partners of San Buenaventura (CAPS TV) 2001 - 2004
Skills
Multimedia Project..., Media Production, Print Production..., Print Collateral Design, Order Management, Brand Development, Adobe Creative Suite, Microsoft Office, SharePoint, Outlook, Web Design, Web Development, Wordpress Design, HTML, CSS, Caspio Online Form..., Microsoft Operating..., Mac OS, Digital Photography, Photo Editing, Social Media Marketing, Customer Relations, PHP, Editing, Newsletters, Multimedia, Social Media, Logo Design, Customer Service, Image Editing, WordPress, InDesign, Advertising, Graphics, Copywriting, Layout, Video Editing, Posters, Adobe Acrobat, Marketing, Graphic Design, Brochures, Online Marketing, Art Direction
Education
California Lutheran University 2004 — 2008
Multimedia, Graphic Design, Communication, Visual Communications
Richmond, The American International University in London 2007 — 2007
Multimedia, Advertising, Design, Media
Threshold Group December 2014 - Present
Meierding Design May 2010 - Present
Puget Sound Energy December 2013 - December 2014
Puget Sound Energy January 2012 - January 2013
Third Degree Graphics and Marketing October 2008 - May 2010
California Lutheran University January 2005 - May 2008
Harlan West Design Studios June 2007 - August 2007
Community Access Partners of San Buenaventura (CAPS TV) 2001 - 2004
Skills
Multimedia Project..., Media Production, Print Production..., Print Collateral Design, Order Management, Brand Development, Adobe Creative Suite, Microsoft Office, SharePoint, Outlook, Web Design, Web Development, Wordpress Design, HTML, CSS, Caspio Online Form..., Microsoft Operating..., Mac OS, Digital Photography, Photo Editing, Social Media Marketing, Customer Relations, PHP, Editing, Newsletters, Multimedia, Social Media, Logo Design, Customer Service, Image Editing, WordPress, InDesign, Advertising, Graphics, Copywriting, Layout, Video Editing, Posters, Adobe Acrobat, Marketing, Graphic Design, Brochures, Online Marketing, Art Direction
Education
California Lutheran University 2004 — 2008
Multimedia, Graphic Design, Communication, Visual Communications
Richmond, The American International University in London 2007 — 2007
Multimedia, Advertising, Design, Media
Erika L. Demetriou Erika L. Demetriou's Threshold Group Experience June 2014 - Present
Job Operations Associate at Threshold Group
Industry Investment Management
Experience
Threshold Group June 2014 - Present
Lazard Wealth Management November 2010 - November 2012
UNIVERSAL CAPITAL FUNDING, INC October 2009 - November 2012
US Trust November 2002 - July 2009
Skills
Onboarding, Financial Management..., Investments, Management, Asset Allocation, CRM, Financial Services, Equities, Portfolio Management, Sales, Budgets, Wealth Management, Hedge Funds, Asset Management, Financial Analysis, Trading, Finance, Financial Modeling
Education
Seton Hall University 1995 — 1999
Bachelors, Finance
Threshold Group June 2014 - Present
Lazard Wealth Management November 2010 - November 2012
UNIVERSAL CAPITAL FUNDING, INC October 2009 - November 2012
US Trust November 2002 - July 2009
Skills
Onboarding, Financial Management..., Investments, Management, Asset Allocation, CRM, Financial Services, Equities, Portfolio Management, Sales, Budgets, Wealth Management, Hedge Funds, Asset Management, Financial Analysis, Trading, Finance, Financial Modeling
Education
Seton Hall University 1995 — 1999
Bachelors, Finance
Lee Miller Lee Miller's Threshold Group Experience June 2005 - October 2008
Job Managing Director
Industry Investment Management
Experience
The Glenmede Trust Company, N.A. November 2009 - Present
J&J Blue Enterprises, LLC October 2008 - December 2008
Threshold Group June 2005 - October 2008
US Trust Company of NY March 1987 - June 2005
National Westminster Bank, NA January 1985 - January 1987
Chase Manhattan Bank January 1982 - January 1985
Skills
Investments, Wealth Management..., Wealth, Wealth Management, Estate Planning, High Net Worth..., Financial Advisory
Education
Emory University School of Law 1979 — 1982
JD, Law
University of Pennsylvania 1976 — 1979
B.A, cum laude, American History, Art History
Colby College 1975 — 1976
n/a
The Glenmede Trust Company, N.A. November 2009 - Present
J&J Blue Enterprises, LLC October 2008 - December 2008
Threshold Group June 2005 - October 2008
US Trust Company of NY March 1987 - June 2005
National Westminster Bank, NA January 1985 - January 1987
Chase Manhattan Bank January 1982 - January 1985
Skills
Investments, Wealth Management..., Wealth, Wealth Management, Estate Planning, High Net Worth..., Financial Advisory
Education
Emory University School of Law 1979 — 1982
JD, Law
University of Pennsylvania 1976 — 1979
B.A, cum laude, American History, Art History
Colby College 1975 — 1976
n/a
Mark deVries, CFA, CAIA Mark deVries, CFA, CAIA's Threshold Group Experience October 2012 - Present
Job Director of Manager Research at Threshold Group
Industry Financial Services
Experience
Threshold Group October 2012 - Present
Threshold Group April 2010 - October 2012
Ashbridge Investment Management October 2005 - March 2010
UBS Financial Services September 2001 - September 2005
Skills
Asset Allocation, Portfolio Management, Investments, Investment Strategies, Asset Management, Equities, Financial Modeling, Alternative Investments, Wealth Management, Fixed Income, Hedge Funds, Capital Markets, Private Equity, Valuation, Investment Management
Education
Bucknell University 1997 — 2001
BSBA, Business Administration and Management, General
Threshold Group October 2012 - Present
Threshold Group April 2010 - October 2012
Ashbridge Investment Management October 2005 - March 2010
UBS Financial Services September 2001 - September 2005
Skills
Asset Allocation, Portfolio Management, Investments, Investment Strategies, Asset Management, Equities, Financial Modeling, Alternative Investments, Wealth Management, Fixed Income, Hedge Funds, Capital Markets, Private Equity, Valuation, Investment Management
Education
Bucknell University 1997 — 2001
BSBA, Business Administration and Management, General
Amanda L. Brown, MSFA, CFP® Amanda L. Brown, MSFA, CFP®'s Threshold Group Experience February 2014 - Present
Job Associate Director, Wealth Advisory at Threshold Group
Industry Financial Services
Experience
Threshold Group February 2014 - Present
Threshold Group June 2013 - February 2014
Lazard Wealth Management, LLC December 2010 - February 2013
CTC Consulting October 2009 - December 2010
CTC Consulting January 2007 - October 2009
CTC Consulting December 2004 - December 2006
American Express Financial Advisors August 2002 - April 2003
Synopsys June 2000 - January 2002
Network Associates, Inc. March 1998 - August 2000
Skills
Series 31, Asset Allocation, FINRA, Asset Managment, Investments, Alternative Investments, Financial Modeling, Portfolio Management, Series 7, Asset Management, Equities, Wealth Management, Private Equity, Finance, Trading, Financial Markets, Strategy, Relationship Management, Hedge Funds, Non-profit Program..., Leadership Development, Investment Management
Education
Portland State University 2003 — 2004
Masters, Financial Analysis
University of Puget Sound 1998 — 2002
Business, Finance, Mathematics and Economics
Glencoe High School
Threshold Group February 2014 - Present
Threshold Group June 2013 - February 2014
Lazard Wealth Management, LLC December 2010 - February 2013
CTC Consulting October 2009 - December 2010
CTC Consulting January 2007 - October 2009
CTC Consulting December 2004 - December 2006
American Express Financial Advisors August 2002 - April 2003
Synopsys June 2000 - January 2002
Network Associates, Inc. March 1998 - August 2000
Skills
Series 31, Asset Allocation, FINRA, Asset Managment, Investments, Alternative Investments, Financial Modeling, Portfolio Management, Series 7, Asset Management, Equities, Wealth Management, Private Equity, Finance, Trading, Financial Markets, Strategy, Relationship Management, Hedge Funds, Non-profit Program..., Leadership Development, Investment Management
Education
Portland State University 2003 — 2004
Masters, Financial Analysis
University of Puget Sound 1998 — 2002
Business, Finance, Mathematics and Economics
Glencoe High School
Wes Lilja Wes Lilja's Threshold Group Experience November 2008 - December 2008
Job Associate, Consumer Investment Banking at Harris Williams & Co.
Industry Investment Banking
Experience
Carlson School of Management August 2013 - May 2015
Harris Williams & Co. June 2014 - August 2014
Wells Fargo Securities February 2011 - June 2013
Piper Jaffray October 2009 - February 2011
Threshold Group November 2008 - December 2008
Watershed Partners, Inc. June 2008 - August 2008
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Full-Time Candidate for Master of Business Administration (MBA)
University of Puget Sound 2005 — 2009
Bachelor of Arts in Business, Minors in Mathematics and Economics
Carlson School of Management August 2013 - May 2015
Harris Williams & Co. June 2014 - August 2014
Wells Fargo Securities February 2011 - June 2013
Piper Jaffray October 2009 - February 2011
Threshold Group November 2008 - December 2008
Watershed Partners, Inc. June 2008 - August 2008
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Full-Time Candidate for Master of Business Administration (MBA)
University of Puget Sound 2005 — 2009
Bachelor of Arts in Business, Minors in Mathematics and Economics
Marie Renzi Marie Renzi's Threshold Group Experience April 2010 - June 2013
Job Executive Assistant at eResearch Technology
Industry Pharmaceuticals
Experience
Threshold Group April 2010 - June 2013
Ashbridge Investment Management, LLC July 2004 - April 2010
David's Bridal April 2000 - July 2004
Ernst & Young, LLP 1993 - 2000
Skills
Management, Team Building, Office Management, Organizational Structure, Payroll, Retail, Customer Experience, Outlook, Talent Acquisition, Staff Development, Travel Arrangements, Team Leadership, PowerPoint, Data Entry, Customer Service, Budgets, Recruiting
Education
Katharine Gibbs 1985 — 1986
Certificate, One-Year Business Administration Program
Burlington County College
Some coursework completed
Threshold Group April 2010 - June 2013
Ashbridge Investment Management, LLC July 2004 - April 2010
David's Bridal April 2000 - July 2004
Ernst & Young, LLP 1993 - 2000
Skills
Management, Team Building, Office Management, Organizational Structure, Payroll, Retail, Customer Experience, Outlook, Talent Acquisition, Staff Development, Travel Arrangements, Team Leadership, PowerPoint, Data Entry, Customer Service, Budgets, Recruiting
Education
Katharine Gibbs 1985 — 1986
Certificate, One-Year Business Administration Program
Burlington County College
Some coursework completed
Cindy Skinner Cindy Skinner's Threshold Group Experience April 2004 - June 2009
Job Executive Assistant at Washington State Hospital Association
Industry Hospital & Health Care
Experience
Washington State Hospital Association March 2014 - Present
MultiCare Health System May 2011 - August 2013
Keiretsu Forum March 2010 - August 2010
Threshold Group April 2004 - June 2009
Frank Russell Capital April 1997 - December 2003
Skills
Investments, Time Management, Management, Interviews, Software Documentation, Event Planning, Marketing, Budgets, Data Entry, CRM, Customer Service, Access, Leadership, Process Improvement
Education
Southern Oregon University
Business Administration
Washington State Hospital Association March 2014 - Present
MultiCare Health System May 2011 - August 2013
Keiretsu Forum March 2010 - August 2010
Threshold Group April 2004 - June 2009
Frank Russell Capital April 1997 - December 2003
Skills
Investments, Time Management, Management, Interviews, Software Documentation, Event Planning, Marketing, Budgets, Data Entry, CRM, Customer Service, Access, Leadership, Process Improvement
Education
Southern Oregon University
Business Administration
Jordan Haverstick's Threshold Group Experience December 2011 - July 2013
Job Brand Launch Specialist at Subaru of America
Industry Financial Services
Experience
Subaru of America June 2015 - Present
Subaru of America May 2014 - Present
Threshold Group December 2011 - July 2013
Allied Integrated Marketing January 2010 - December 2011
Philadelphia Convention & Visitors Bureau October 2009 - January 2010
Newton Associates 2009 - 2009
Camden Riversharks May 2008 - September 2008
Skills
Marketing, Business Communications, Publicity, Promotions, Advertising, Event Planning, Social Media, Proposal Writing, Website Development, Building Relationships, Sales, Facebook
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Marketing
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Marketing, Business Management
Bishop Eustace Preparatory School 2001 — 2005
High School Diploma
Subaru of America June 2015 - Present
Subaru of America May 2014 - Present
Threshold Group December 2011 - July 2013
Allied Integrated Marketing January 2010 - December 2011
Philadelphia Convention & Visitors Bureau October 2009 - January 2010
Newton Associates 2009 - 2009
Camden Riversharks May 2008 - September 2008
Skills
Marketing, Business Communications, Publicity, Promotions, Advertising, Event Planning, Social Media, Proposal Writing, Website Development, Building Relationships, Sales, Facebook
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Marketing
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Marketing, Business Management
Bishop Eustace Preparatory School 2001 — 2005
High School Diploma
Angela Stockler's Threshold Group Experience July 2010 - July 2011
Job Human Resources Generalist at Grant Thornton LLP
Industry Staffing and Recruiting
Experience
Grant Thornton LLP April 2013 - Present
Grant Thornton LLP August 2011 - Present
Threshold Group July 2010 - July 2011
Ernst & Young May 2006 - July 2010
Skills
College Recruiting
Education
Penn State University 2001 — 2005
Bachelors, Marketing
Grant Thornton LLP April 2013 - Present
Grant Thornton LLP August 2011 - Present
Threshold Group July 2010 - July 2011
Ernst & Young May 2006 - July 2010
Skills
College Recruiting
Education
Penn State University 2001 — 2005
Bachelors, Marketing
John Keolker's Threshold Group Experience February 2008 - December 2010
Job Financial Consultant
Industry Financial Services
Experience
Fiduciary Counselling, Inc. December 2010 - Present
Threshold Group February 2008 - December 2010
Laird Norton Tyee June 2001 - January 2008
Frank Russell Company June 1996 - June 2001
Russell Investments 1996 - 2001
Skills
Asset Allocation, Portfolio Management, Wealth Management, Strategic Financial..., Investments, Estate Planning, Asset Managment, Retirement Planning, Financial Analysis, Financial Modeling, Equities, Investment Management, Mutual Funds, Risk Management, Financial Goals, Investment Strategies, Fixed Income, Asset Management, Finance, Financial Planning
Education
Central Washington University 1990 — 1993
Bachelor of Science (B.S.), Finance
Fiduciary Counselling, Inc. December 2010 - Present
Threshold Group February 2008 - December 2010
Laird Norton Tyee June 2001 - January 2008
Frank Russell Company June 1996 - June 2001
Russell Investments 1996 - 2001
Skills
Asset Allocation, Portfolio Management, Wealth Management, Strategic Financial..., Investments, Estate Planning, Asset Managment, Retirement Planning, Financial Analysis, Financial Modeling, Equities, Investment Management, Mutual Funds, Risk Management, Financial Goals, Investment Strategies, Fixed Income, Asset Management, Finance, Financial Planning
Education
Central Washington University 1990 — 1993
Bachelor of Science (B.S.), Finance
Christoffer Tinsley, CFA, CAIA's Threshold Group Experience July 2006 - July 2008
Job CEO at RedQuarry
Industry Investment Management
Experience
RedQuarry June 2013 - Present
Sixth Ave Studios June 2012 - Present
McCutchen Group November 2010 - June 2012
Fulcrum Capital July 2008 - November 2010
Threshold Group July 2006 - July 2008
Russell 2005 - 2006
Skills
Asset Allocation, Portfolio Management, Asset Management, Bloomberg, Alternative Investments
Education
Pacific Lutheran University 2004 — 2006
BBA, Finance & Economics
RedQuarry June 2013 - Present
Sixth Ave Studios June 2012 - Present
McCutchen Group November 2010 - June 2012
Fulcrum Capital July 2008 - November 2010
Threshold Group July 2006 - July 2008
Russell 2005 - 2006
Skills
Asset Allocation, Portfolio Management, Asset Management, Bloomberg, Alternative Investments
Education
Pacific Lutheran University 2004 — 2006
BBA, Finance & Economics
Megan O'Brien's Threshold Group Experience 2014 - 2015
Job Marketing Manager, NAES Corporation
Industry Marketing and Advertising
Experience
Threshold Group 2014 - 2015
Puget Sound Energy 2006 - 2013
Mithun July 2004 - November 2005
Callison 2001 - 2004
W&H Pacific 1998 - 2001
Skills
Program Management, Marketing Communications, Sustainability, Business Development, Strategic Planning, Marketing Strategy, Public Relations, Strategy, Management, Integrated Marketing, Marketing, Leadership, Start-ups, Business Planning, Business Strategy, Competitive Analysis, Cross-functional Team..., Social Media, Strategic Partnerships, Market Research, Project Planning, Product Management, Media Relations, Advertising, Digital Marketing, Project Management, Strategic Thinking, Social Marketing, Online Marketing, Product Marketing, Brand Development, Email Marketing, Direct Marketing, Digital Strategy, Budgets, Lead Generation, Corporate Branding, Strategic Communications, Enterprise Software, Marketing Management, B2B, Creative Direction, B2B Marketing, Social Media Marketing, Corporate Communications, Brand Development &..., Brand Awareness, Brand Equity Development, Brand Management, Analytics
Education
Marist College
BA, Communication Arts
University of Washington, Michael G. Foster School of Business
Certification, Advanced Interactive [Digital] Marketing
Threshold Group 2014 - 2015
Puget Sound Energy 2006 - 2013
Mithun July 2004 - November 2005
Callison 2001 - 2004
W&H Pacific 1998 - 2001
Skills
Program Management, Marketing Communications, Sustainability, Business Development, Strategic Planning, Marketing Strategy, Public Relations, Strategy, Management, Integrated Marketing, Marketing, Leadership, Start-ups, Business Planning, Business Strategy, Competitive Analysis, Cross-functional Team..., Social Media, Strategic Partnerships, Market Research, Project Planning, Product Management, Media Relations, Advertising, Digital Marketing, Project Management, Strategic Thinking, Social Marketing, Online Marketing, Product Marketing, Brand Development, Email Marketing, Direct Marketing, Digital Strategy, Budgets, Lead Generation, Corporate Branding, Strategic Communications, Enterprise Software, Marketing Management, B2B, Creative Direction, B2B Marketing, Social Media Marketing, Corporate Communications, Brand Development &..., Brand Awareness, Brand Equity Development, Brand Management, Analytics
Education
Marist College
BA, Communication Arts
University of Washington, Michael G. Foster School of Business
Certification, Advanced Interactive [Digital] Marketing
Brian Babbitt, CFA, CAIA's Threshold Group Experience September 2008 - Present
Job Director, Wealth Advisory at Threshold Group
Industry Financial Services
Experience
Threshold Group September 2008 - Present
Russell Investment Group January 2006 - September 2008
Russell Mellon Analytical Services 2003 - 2006
Skills
Due Diligence, Asset Managment, Asset Management, Portfolio Optimization, Asset Allocation, Investment Strategies, Securities, Wealth Management, Institutional..., Hedge Funds, Derivatives, Quantitative Analytics, Financial Markets, Capital Markets, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Trading, Fixed Income, Equities, Bloomberg, Private Equity, ETFs
Education
Pacific Lutheran University 1987 — 1992
BBA, Finance
Threshold Group September 2008 - Present
Russell Investment Group January 2006 - September 2008
Russell Mellon Analytical Services 2003 - 2006
Skills
Due Diligence, Asset Managment, Asset Management, Portfolio Optimization, Asset Allocation, Investment Strategies, Securities, Wealth Management, Institutional..., Hedge Funds, Derivatives, Quantitative Analytics, Financial Markets, Capital Markets, Portfolio Management, Mutual Funds, Investments, Alternative Investments, Trading, Fixed Income, Equities, Bloomberg, Private Equity, ETFs
Education
Pacific Lutheran University 1987 — 1992
BBA, Finance
Brad Harrison's Threshold Group Experience July 2013 - Present
Job Mission Related Investment Analyst at Threshold Group / Director of Strategy at Canopy
Industry Financial Services
Experience
Canopy April 2015 - Present
Threshold Group July 2013 - Present
Yale University August 2011 - May 2013
Ecotrust May 2012 - August 2012
Green Building Services November 2007 - January 2010
Education
Yale University 2011 — 2013
M.E.M., Master of Environmental Management
Cornell University 2003 — 2007
B.S., Applied Economics and Management
Brooks School 1999 — 2003
Canopy April 2015 - Present
Threshold Group July 2013 - Present
Yale University August 2011 - May 2013
Ecotrust May 2012 - August 2012
Green Building Services November 2007 - January 2010
Education
Yale University 2011 — 2013
M.E.M., Master of Environmental Management
Cornell University 2003 — 2007
B.S., Applied Economics and Management
Brooks School 1999 — 2003
Kathy Freed, CFP®'s Threshold Group Experience April 2015 - Present
Job Director at Threshold Group
Industry Investment Management
Experience
Threshold Group April 2015 - Present
Citizens Bank December 2007 - March 2015
World Affairs Council of Philadelphia 2012 - 2015
Convergent Wealth Advisors 2006 - 2008
US Trust Company June 2003 - November 2006
Pennsylvania Trust Company October 1998 - June 2003
CoreStates Bank, NA November 1984 - August 1998
Skills
Wealth Management, Alternative Investments, Asset Allocation, Investments, Series 7, Portfolio Management, Series 63, Mutual Funds, Investment Management, Investment Strategies, Asset Management, Investment Advisory, Financial Services, Securities, Wealth Management...
Education
Hamilton College
Bachelor of Arts (B.A.)
Northfield Mt Hermon
Threshold Group April 2015 - Present
Citizens Bank December 2007 - March 2015
World Affairs Council of Philadelphia 2012 - 2015
Convergent Wealth Advisors 2006 - 2008
US Trust Company June 2003 - November 2006
Pennsylvania Trust Company October 1998 - June 2003
CoreStates Bank, NA November 1984 - August 1998
Skills
Wealth Management, Alternative Investments, Asset Allocation, Investments, Series 7, Portfolio Management, Series 63, Mutual Funds, Investment Management, Investment Strategies, Asset Management, Investment Advisory, Financial Services, Securities, Wealth Management...
Education
Hamilton College
Bachelor of Arts (B.A.)
Northfield Mt Hermon
Ernie Ankrim's Threshold Group Experience October 2010 - April 2011
Job Principal, Ankrim Strategic Insight, LLC
Industry Investment Management
Experience
Ankrim Strategic Insight, LLC 1990 - Present
Threshold Group October 2010 - April 2011
Russell Investment Group January 2003 - December 2008
Frank Russell Co July 1990 - January 2003
Pacific Lutheran University 1976 - 1990
Skills
Alternative Investments, ETFs, Investment Management, Asset Allocation, Investments, Portfolio Management, Hedge Funds, Wealth Management, Retirement, Asset Management, Financial Modeling, Portfolio Optimization, Fixed Income, Investment Strategies, Risk Management, Equities, Mutual Funds, Asset Managment, Investment Advisory, Capital Markets
Education
University of Oregon 1973 — 1976
Ph.D., Economics
Willamette University 1968 — 1972
B.S., Economics
Ankrim Strategic Insight, LLC 1990 - Present
Threshold Group October 2010 - April 2011
Russell Investment Group January 2003 - December 2008
Frank Russell Co July 1990 - January 2003
Pacific Lutheran University 1976 - 1990
Skills
Alternative Investments, ETFs, Investment Management, Asset Allocation, Investments, Portfolio Management, Hedge Funds, Wealth Management, Retirement, Asset Management, Financial Modeling, Portfolio Optimization, Fixed Income, Investment Strategies, Risk Management, Equities, Mutual Funds, Asset Managment, Investment Advisory, Capital Markets
Education
University of Oregon 1973 — 1976
Ph.D., Economics
Willamette University 1968 — 1972
B.S., Economics
Katrin Dietz's Threshold Group Experience November 2014 - Present
Job Director, Culture and Associate Development at Threshold Group
Industry Financial Services
Experience
Threshold Group November 2014 - Present
Threshold Group June 2013 - November 2014
Threshold Group August 2006 - November 2014
Russell Investments August 2004 - August 2006
Four Seasons Olympic Hotel Seattle November 2001 - January 2004
Four Seasons Olympic Hotel Seattle June 1999 - November 2001
Westin Century Plaza Hotel June 1998 - June 1999
Skills
Event Planning, Microsoft Excel, Team Building, Investments, Budgets, Outlook, Strategic Financial..., Management
Education
University of Nevada-Las Vegas 2005 — 2008
Bachelor of Science, Business
Threshold Group November 2014 - Present
Threshold Group June 2013 - November 2014
Threshold Group August 2006 - November 2014
Russell Investments August 2004 - August 2006
Four Seasons Olympic Hotel Seattle November 2001 - January 2004
Four Seasons Olympic Hotel Seattle June 1999 - November 2001
Westin Century Plaza Hotel June 1998 - June 1999
Skills
Event Planning, Microsoft Excel, Team Building, Investments, Budgets, Outlook, Strategic Financial..., Management
Education
University of Nevada-Las Vegas 2005 — 2008
Bachelor of Science, Business
Corinne P. Vanderipe, CFP®'s Threshold Group Experience December 2014 - Present
Job Associate Director, Wealth Advisory
Industry Financial Services
Experience
Threshold Group December 2014 - Present
Threshold Group January 2013 - December 2014
Threshold Group October 2010 - January 2013
eMoney Advisor May 2007 - October 2010
United America Insurance Group May 2006 - May 2007
Skills
Strategic Financial..., Rebalancing, Financial Analysis, CRM, Business Analysis, Team Leadership, Financial Reporting, Strategy, Project Management, Market Research, Sales Operations, Business Development, Financial Services, Performance Reporting, Financial Modeling, Asset Allocation, Wealth Management, Investments, Sales, Financial Planning, Leadership, Management, Mutual Funds
Education
Saint Joseph's University 2003 — 2007
Bachelor's Degree, Finance
Bishop Eustace 1999 — 2003
High School
The American College 2009 — 2012
Certified Financial Planner, Finance and Financial Management Services
Cannon Financial Institute 2014 — 2014
Cannon Trust
Threshold Group December 2014 - Present
Threshold Group January 2013 - December 2014
Threshold Group October 2010 - January 2013
eMoney Advisor May 2007 - October 2010
United America Insurance Group May 2006 - May 2007
Skills
Strategic Financial..., Rebalancing, Financial Analysis, CRM, Business Analysis, Team Leadership, Financial Reporting, Strategy, Project Management, Market Research, Sales Operations, Business Development, Financial Services, Performance Reporting, Financial Modeling, Asset Allocation, Wealth Management, Investments, Sales, Financial Planning, Leadership, Management, Mutual Funds
Education
Saint Joseph's University 2003 — 2007
Bachelor's Degree, Finance
Bishop Eustace 1999 — 2003
High School
The American College 2009 — 2012
Certified Financial Planner, Finance and Financial Management Services
Cannon Financial Institute 2014 — 2014
Cannon Trust
Jaimie Gaskill's Threshold Group Experience April 2015 - Present
Job Marketing Intern at Threshold Group
Industry Financial Services
Experience
Threshold Group April 2015 - Present
Wilbraham, Lawler & Buba May 2014 - Present
Robert Half October 2013 - February 2014
ServiceSource October 2011 - August 2013
ServiceSource October 2010 - October 2011
GroupM November 2009 - August 2010
Skills
Forecasting, Time Management, Close Attention to..., Salesforce.com, CRM, Microsoft Office, Multi Tasking, Document Review, Leadership, Social Media Marketing, Advertising, Marketing Communications, Digital Marketing, Direct Marketing, Teamwork
Education
Temple University - Fox School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.)
New York University 2005 — 2009
BS, Communications
Threshold Group April 2015 - Present
Wilbraham, Lawler & Buba May 2014 - Present
Robert Half October 2013 - February 2014
ServiceSource October 2011 - August 2013
ServiceSource October 2010 - October 2011
GroupM November 2009 - August 2010
Skills
Forecasting, Time Management, Close Attention to..., Salesforce.com, CRM, Microsoft Office, Multi Tasking, Document Review, Leadership, Social Media Marketing, Advertising, Marketing Communications, Digital Marketing, Direct Marketing, Teamwork
Education
Temple University - Fox School of Business and Management 2014 — 2016
Master of Business Administration (M.B.A.)
New York University 2005 — 2009
BS, Communications
Justin R. Peterson's Threshold Group Experience June 2008 - September 2009
Job Investment Research at BlackRock
Industry Investment Management
Experience
BlackRock April 2014 - Present
CPP Investment Board October 2013 - January 2014
BlackRock July 2010 - October 2012
Russell Investments February 2010 - June 2010
Pacific Lutheran University September 2009 - May 2010
Threshold Group June 2008 - September 2009
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2014
Master of Financial Engineering
Pacific Lutheran University 2006 — 2010
Financial Mathematics & Mathematical Economics
General Assembly
BlackRock April 2014 - Present
CPP Investment Board October 2013 - January 2014
BlackRock July 2010 - October 2012
Russell Investments February 2010 - June 2010
Pacific Lutheran University September 2009 - May 2010
Threshold Group June 2008 - September 2009
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2014
Master of Financial Engineering
Pacific Lutheran University 2006 — 2010
Financial Mathematics & Mathematical Economics
General Assembly
Anne-Lise Wiegand, CPA's Threshold Group Experience March 2008 - May 2013
Job Senior Relationship Officer, Senior Vice President at Sentinel Trust Company
Industry Financial Services
Experience
Sentinel Trust Company May 2013 - Present
Threshold Group March 2008 - May 2013
Albina Community Bank August 1998 - February 2008
Scarborough, McNeese, O'Brien & Kilkenny, P.C. - Portland, OR September 1996 - August 1998
Skills
Portfolio Management, Strategic Financial..., Banking, Budgets, Cash Management, Due Diligence, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Internal Controls, Management, Accounting, Auditing, Estate Planning, Financial Planning, Forecasting, Insurance, Investments, Risk Management, Tax
Education
Portland State University - School of Business 2007 — 2009
Post Bac, Accounting
Oregon Bankers Association (OBA) Bank Operations School 2001 — 2001
Banking and Financial Support Services
Cornell College 1991 — 1995
BA, Anthropology & Sociology
Oakton High School
Sentinel Trust Company May 2013 - Present
Threshold Group March 2008 - May 2013
Albina Community Bank August 1998 - February 2008
Scarborough, McNeese, O'Brien & Kilkenny, P.C. - Portland, OR September 1996 - August 1998
Skills
Portfolio Management, Strategic Financial..., Banking, Budgets, Cash Management, Due Diligence, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Internal Controls, Management, Accounting, Auditing, Estate Planning, Financial Planning, Forecasting, Insurance, Investments, Risk Management, Tax
Education
Portland State University - School of Business 2007 — 2009
Post Bac, Accounting
Oregon Bankers Association (OBA) Bank Operations School 2001 — 2001
Banking and Financial Support Services
Cornell College 1991 — 1995
BA, Anthropology & Sociology
Oakton High School
Shelene Pedersen's Threshold Group Experience January 2005 - August 2011
Job Portfolio Accountant at QED Financial Systems, Inc.
Industry Financial Services
Experience
QED Financial Systems, Inc. August 2011 - Present
Threshold Group January 2005 - August 2011
Russell Investments November 1995 - December 2004
Skills
Lead Performance Analyst, Coordination of..., Data Quality Control, Product Development, Operational Efficiency, Work Well Independently, Problem Solving
Education
Saint Martin's College 1990 — 1995
Bachelor's degree, Accounting
QED Financial Systems, Inc. August 2011 - Present
Threshold Group January 2005 - August 2011
Russell Investments November 1995 - December 2004
Skills
Lead Performance Analyst, Coordination of..., Data Quality Control, Product Development, Operational Efficiency, Work Well Independently, Problem Solving
Education
Saint Martin's College 1990 — 1995
Bachelor's degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY