United Fund Advisors
Description
Address: 1455 NW Irving St #590, Portland, OR 97209 Phone: (503) 226-1370Hours: : : Website: Place name: Category: : : : : Website: http://www.unitedfundadvisors.com/ Category: Fund management company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of United Fund Advisors Posting publicly on the Web Write a review Reviews 2 Google reviews
United Fund Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at United Fund Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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United Fund Advisors Employees
Employee
Years
Job
Industry
Karissa Dunbar Karissa Dunbar's United Fund Advisors Experience April 2013 - October 2013
Job Education Officer at Mercy Corps
Industry Education Management
Experience
Mercy Corps October 2013 - Present
United Fund Advisors April 2013 - October 2013
Rubino & Skedsvold July 2012 - April 2013
Sunrise Community, Inc November 2007 - December 2011
Sunrise Community, Inc January 2007 - November 2007
A.C.O.R.N. 2004 - 2004
A.C.O.R.N. 2004 - 2004
Skills
Community Outreach, Fundraising, Training, Recruiting, Management, Nonprofits, Public Speaking, Leadership Development, Event Planning, Organizational..., Coaching, Microsoft Office, Volunteer Management, Customer Service, Program Evaluation, PowerPoint, Program Management, Microsoft Excel, Budgets
Education
Lewis and Clark College 1999 — 2003
Bachelor of Arts, Foreign Languages and Sociology/ Anthropology 2003
Mercy Corps October 2013 - Present
United Fund Advisors April 2013 - October 2013
Rubino & Skedsvold July 2012 - April 2013
Sunrise Community, Inc November 2007 - December 2011
Sunrise Community, Inc January 2007 - November 2007
A.C.O.R.N. 2004 - 2004
A.C.O.R.N. 2004 - 2004
Skills
Community Outreach, Fundraising, Training, Recruiting, Management, Nonprofits, Public Speaking, Leadership Development, Event Planning, Organizational..., Coaching, Microsoft Office, Volunteer Management, Customer Service, Program Evaluation, PowerPoint, Program Management, Microsoft Excel, Budgets
Education
Lewis and Clark College 1999 — 2003
Bachelor of Arts, Foreign Languages and Sociology/ Anthropology 2003
Mary Ridderbusch-Shearer Mary Ridderbusch-Shearer's United Fund Advisors Experience December 2009 - April 2011
Job
Industry Events Services
Experience
The Oregon Garden June 2011 - Present
Sweet Dreams Weddings and Events 2009 - 2014
United Fund Advisors December 2009 - April 2011
Green McKenzie Management April 2009 - December 2009
Skills
Logistics Management, Event Management, Styling, Coordinating Special..., Vendor Management, Vendor Relationships, Wedding Management, Event Planning, Customer Service, Marketing, Social Networking, Microsoft Office, Public Speaking, Management, Social Media
Education
University of Oregon 2005 — 2009
BS, Political Science
The Oregon Garden June 2011 - Present
Sweet Dreams Weddings and Events 2009 - 2014
United Fund Advisors December 2009 - April 2011
Green McKenzie Management April 2009 - December 2009
Skills
Logistics Management, Event Management, Styling, Coordinating Special..., Vendor Management, Vendor Relationships, Wedding Management, Event Planning, Customer Service, Marketing, Social Networking, Microsoft Office, Public Speaking, Management, Social Media
Education
University of Oregon 2005 — 2009
BS, Political Science
Carrie Hoops Carrie Hoops's United Fund Advisors Experience January 2006 - October 2006
Job Executive Director, Jewish Family & Child Service
Industry Nonprofit Organization Management
Experience
Non-Profit Leadership Advisor 2013 - Present
Portland Children's Museum October 2012 - May 2013
Nonprofit Association of Oregon June 2009 - August 2012
Nonprofit Association of Oregon December 2006 - May 2009
United Fund Advisors January 2006 - October 2006
Oregon Ballet Theater January 2006 - June 2006
Literary Arts June 2000 - June 2005
Skills
Nonprofit Administration, Charities, Governance, Nonprofits, Nonprofit Leadership, Team Building, Strategic Planning, Organizational..., Organizational..., Non-profits, Fundraising, Program Management, Grants, Philanthropy, Strategy, Grant Writing, Budgets, Community Outreach, Leadership, Public Relations, Research, Board Development, Resource Development, Public Speaking, Program Development, Event Planning, Management, Social Media, Community Development, Editing, Program Evaluation, Leadership Development, Workshop Facilitation, Non-profit..., Community Organizing, Volunteer Management, Annual Giving, Stewardship, Public Policy, Strategic Communications, Strategic Leadership, Internal Communications, Proposal Writing, Organizational..., Government, Awesomeness, Crisis Management, Project Management, Social Services, Capacity Building
Education
Lincoln High School
Seattle University
Bachelor of Arts degree
Non-Profit Leadership Advisor 2013 - Present
Portland Children's Museum October 2012 - May 2013
Nonprofit Association of Oregon June 2009 - August 2012
Nonprofit Association of Oregon December 2006 - May 2009
United Fund Advisors January 2006 - October 2006
Oregon Ballet Theater January 2006 - June 2006
Literary Arts June 2000 - June 2005
Skills
Nonprofit Administration, Charities, Governance, Nonprofits, Nonprofit Leadership, Team Building, Strategic Planning, Organizational..., Organizational..., Non-profits, Fundraising, Program Management, Grants, Philanthropy, Strategy, Grant Writing, Budgets, Community Outreach, Leadership, Public Relations, Research, Board Development, Resource Development, Public Speaking, Program Development, Event Planning, Management, Social Media, Community Development, Editing, Program Evaluation, Leadership Development, Workshop Facilitation, Non-profit..., Community Organizing, Volunteer Management, Annual Giving, Stewardship, Public Policy, Strategic Communications, Strategic Leadership, Internal Communications, Proposal Writing, Organizational..., Government, Awesomeness, Crisis Management, Project Management, Social Services, Capacity Building
Education
Lincoln High School
Seattle University
Bachelor of Arts degree
Norris Lozano Norris Lozano's United Fund Advisors Experience 2005 - 2007
Job CEO, BusinessUS
Industry Financial Services
Experience
businessUS, LLC May 2013 - Present
ecoAmerica 2008 - Present
Pure Power Distribution January 2007 - September 2011
Urban Development & Finance 2007 - January 2011
Hayward Lumber 2008 - 2010
United Fund Advisors 2005 - 2007
Portland Family of Funds 2002 - 2007
Portland Development Commission 2000 - 2004
Hanna Car Wash Equipment Manufacturing Company 1994 - 2000
Attorney - Partner 1982 - 1997
Skills
Tax Credits, Real Estate, Real Estate Finance, LIHTC, Finance, New Markets Tax Credits, Real Estate Transactions, Non-profits, Real Estate Development, Affordable Housing, Due Diligence, Economic Development, Property Management, Community Development, Asset Managment, Real Estate Economics, Strategic Partnerships, Mergers & Acquisitions, Leadership, Investors, Disposition, Brokerage, Mixed-use, Redevelopment, Venture Capital, Financial Structuring, Funding, Project Finance, Loans, Strategic Planning, Public/private..., Entitlements, Commercial Real Estate, Small Business, Organizational..., Structured Finance, Acquisitions, Program Management, Sustainability, Nonprofits, Management
Education
Southern Methodist University Dedman School of Law 1979 — 1982
Juris Doctorate, Law
University Of Oregon 1999 — 2000
Masters, Graduate Studies - Applied Information Management
The University of Texas at Dallas 1978 — 1979
BA, Political Science/Economics, Magna Cum Laude
businessUS, LLC May 2013 - Present
ecoAmerica 2008 - Present
Pure Power Distribution January 2007 - September 2011
Urban Development & Finance 2007 - January 2011
Hayward Lumber 2008 - 2010
United Fund Advisors 2005 - 2007
Portland Family of Funds 2002 - 2007
Portland Development Commission 2000 - 2004
Hanna Car Wash Equipment Manufacturing Company 1994 - 2000
Attorney - Partner 1982 - 1997
Skills
Tax Credits, Real Estate, Real Estate Finance, LIHTC, Finance, New Markets Tax Credits, Real Estate Transactions, Non-profits, Real Estate Development, Affordable Housing, Due Diligence, Economic Development, Property Management, Community Development, Asset Managment, Real Estate Economics, Strategic Partnerships, Mergers & Acquisitions, Leadership, Investors, Disposition, Brokerage, Mixed-use, Redevelopment, Venture Capital, Financial Structuring, Funding, Project Finance, Loans, Strategic Planning, Public/private..., Entitlements, Commercial Real Estate, Small Business, Organizational..., Structured Finance, Acquisitions, Program Management, Sustainability, Nonprofits, Management
Education
Southern Methodist University Dedman School of Law 1979 — 1982
Juris Doctorate, Law
University Of Oregon 1999 — 2000
Masters, Graduate Studies - Applied Information Management
The University of Texas at Dallas 1978 — 1979
BA, Political Science/Economics, Magna Cum Laude
Stephen Scates Stephen Scates's United Fund Advisors Experience August 2003 - February 2012
Job Founder and Charter Chapter Commander at Templars Motorcycle Club Northwest
Industry Financial Services
Experience
Templars Motorcycle Club Northwest March 2012 - Present
Graphiquorum February 2012 - Present
United Fund Advisors August 2003 - February 2012
Graphiquorum Design Services April 2002 - October 2004
Productivity Press November 1999 - April 2002
Keifer, Braunger, Shelley & Schrader June 1996 - October 1999
US ARMY RESERVE 1991 - 1993
US Army 1988 - 1991
MORDRED January 1984 - October 1986
Education
Portland State University 2010 — 2011
Certificate, Professional Writing
Portland Community College 2002 — 2003
Certificate, Small Business Management, Web Development
Lane Community College 1995 — 1996
AAS, Graphic Design
United States Army Infantry School 1988 — 1988
Graduate
City College of San Francisco 1986 — 1987
Illustration & Design Program
Wallenberg Traditional High School 1984 — 1985
Diploma
Saint Ignatius College Preparatory 1982 — 1983
Cathedral School for Boys 1973 — 1981
Diploma
Templars Motorcycle Club Northwest March 2012 - Present
Graphiquorum February 2012 - Present
United Fund Advisors August 2003 - February 2012
Graphiquorum Design Services April 2002 - October 2004
Productivity Press November 1999 - April 2002
Keifer, Braunger, Shelley & Schrader June 1996 - October 1999
US ARMY RESERVE 1991 - 1993
US Army 1988 - 1991
MORDRED January 1984 - October 1986
Education
Portland State University 2010 — 2011
Certificate, Professional Writing
Portland Community College 2002 — 2003
Certificate, Small Business Management, Web Development
Lane Community College 1995 — 1996
AAS, Graphic Design
United States Army Infantry School 1988 — 1988
Graduate
City College of San Francisco 1986 — 1987
Illustration & Design Program
Wallenberg Traditional High School 1984 — 1985
Diploma
Saint Ignatius College Preparatory 1982 — 1983
Cathedral School for Boys 1973 — 1981
Diploma
Kala Biittner Kala Biittner's United Fund Advisors Experience October 2007 - September 2012
Job Accounting and Compliance Manager at Ecotrust
Industry Environmental Services
Experience
Ecotrust January 2013 - Present
United Fund Advisors October 2007 - September 2012
Maginnis & Carey LLP November 2006 - October 2007
Les Whitworth, CPA May 2004 - October 2006
Skills
Financial Statements, GAAP, Accounting, Tax, QuickBooks, Financial Reporting, General Ledger, Internal Controls, Auditing, Financial Accounting, Financial Analysis, Account Reconciliation
Education
Portland State University 2002 — 2004
BS, Accounting
UW-LaCrosse 1993 — 1996
Mathematics
Ecotrust January 2013 - Present
United Fund Advisors October 2007 - September 2012
Maginnis & Carey LLP November 2006 - October 2007
Les Whitworth, CPA May 2004 - October 2006
Skills
Financial Statements, GAAP, Accounting, Tax, QuickBooks, Financial Reporting, General Ledger, Internal Controls, Auditing, Financial Accounting, Financial Analysis, Account Reconciliation
Education
Portland State University 2002 — 2004
BS, Accounting
UW-LaCrosse 1993 — 1996
Mathematics
Sarah DeVries Sarah DeVries's United Fund Advisors Experience May 2011 - December 2011
Job Vice President, Acquisitions at City Real Estate Advisors
Industry Financial Services
Experience
City Real Estate Advisors, Inc. January 2012 - Present
United Fund Advisors May 2011 - December 2011
PNC Financial Services February 2007 - May 2011
Urban Development Department, City of Salem January 2006 - February 2007
Portland Development Commission February 2004 - January 2006
Skills
Underwriting, Credit Analysis, Loans, Financial Analysis, Project Management, Compliance, Due Diligence, Closing Deals, Document Drafting, Tax Credits, LIHTC, HTC, Mentoring, Organizational..., Training, Oral & Written..., Presentations, Negotiation, Financial Structuring, Policy, Program Management
Education
Portland State University
City Real Estate Advisors, Inc. January 2012 - Present
United Fund Advisors May 2011 - December 2011
PNC Financial Services February 2007 - May 2011
Urban Development Department, City of Salem January 2006 - February 2007
Portland Development Commission February 2004 - January 2006
Skills
Underwriting, Credit Analysis, Loans, Financial Analysis, Project Management, Compliance, Due Diligence, Closing Deals, Document Drafting, Tax Credits, LIHTC, HTC, Mentoring, Organizational..., Training, Oral & Written..., Presentations, Negotiation, Financial Structuring, Policy, Program Management
Education
Portland State University
Colin Rowan Colin Rowan's United Fund Advisors Experience July 2003 - Present
Job Principal at United Fund Advisors
Industry Investment Management
Experience
United Fund Advisors July 2003 - Present
Alex. Brown & Sons 1995 - 1997
Education
Harvard Business School 1999 — 2001
MBA
Princeton University 1990 — 1994
BA, Politics
United Fund Advisors July 2003 - Present
Alex. Brown & Sons 1995 - 1997
Education
Harvard Business School 1999 — 2001
MBA
Princeton University 1990 — 1994
BA, Politics
Eric Logsdon's United Fund Advisors Experience April 2014 - Present
Job Portfolio Manager at United Fund Advisors
Industry Investment Banking
Experience
United Fund Advisors April 2014 - Present
United Fund Advisors January 2013 - April 2014
KeyBank December 2011 - January 2013
CUBG May 2010 - December 2011
Wells Fargo April 2010 - May 2010
Skills
Risk Management, Credit, Excel, Credit Risk, Loans, Banking, Commercial Banking, Commercial Lending, Cash Flow, Financial Analysis, Credit Analysis, Small Business Lending, Investments, Finance, Portfolio Management, Financial Risk, Underwriting, Analysis, Due Diligence, Financial Modeling
Education
Portland State University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Oregon 2000 — 2005
B.S., Business/Finance, English Minor
United Fund Advisors April 2014 - Present
United Fund Advisors January 2013 - April 2014
KeyBank December 2011 - January 2013
CUBG May 2010 - December 2011
Wells Fargo April 2010 - May 2010
Skills
Risk Management, Credit, Excel, Credit Risk, Loans, Banking, Commercial Banking, Commercial Lending, Cash Flow, Financial Analysis, Credit Analysis, Small Business Lending, Investments, Finance, Portfolio Management, Financial Risk, Underwriting, Analysis, Due Diligence, Financial Modeling
Education
Portland State University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
University of Oregon 2000 — 2005
B.S., Business/Finance, English Minor
Amber Grove's United Fund Advisors Experience April 2007 - June 2008
Job Director of Marketing
Industry Leisure, Travel & Tourism
Experience
Speed Dr. September 2009 - Present
Cru Vin Dogs Wine Group May 2011 - February 2014
Eco-Wine Tours June 2008 - January 2013
United Fund Advisors April 2007 - June 2008
Larsen August 2000 - March 2007
Peace Corps July 1994 - September 1997
Skills
Marketing Strategy, Marketing Management, Social Media Marketing, New Business Development, Strategic Partnerships, Lead Generation, Competitive Analysis, Integrated Marketing, B2B, Product Management
Education
Arizona State University, W. P. Carey School of Business 1998 — 2000
MBA, Marketing
University of Oregon 1992 — 1994
BS, Business
Speed Dr. September 2009 - Present
Cru Vin Dogs Wine Group May 2011 - February 2014
Eco-Wine Tours June 2008 - January 2013
United Fund Advisors April 2007 - June 2008
Larsen August 2000 - March 2007
Peace Corps July 1994 - September 1997
Skills
Marketing Strategy, Marketing Management, Social Media Marketing, New Business Development, Strategic Partnerships, Lead Generation, Competitive Analysis, Integrated Marketing, B2B, Product Management
Education
Arizona State University, W. P. Carey School of Business 1998 — 2000
MBA, Marketing
University of Oregon 1992 — 1994
BS, Business
Fletcher Ray's United Fund Advisors Experience 2006 - 2007
Job Vice President, Tax Credit Disposition Manager at PNC Financial Services Group
Industry Banking
Experience
PNC Real Estate, Tax Credit Capital April 2007 - Present
United Fund Advisors 2006 - 2007
KPMG US 2004 - 2006
Board of Education, Fukuma-machi, Japan 2001 - 2003
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Disposition, Asset Management, Underwriting, Finance, Due Diligence, Financial Reporting, Account Management, Accounting, Asset Managment, Tax Credits
Education
Pacific University 1998 — 2001
BA, Economics, Business Administration
Walla Walla Community College
PNC Real Estate, Tax Credit Capital April 2007 - Present
United Fund Advisors 2006 - 2007
KPMG US 2004 - 2006
Board of Education, Fukuma-machi, Japan 2001 - 2003
Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Portfolio Management, Disposition, Asset Management, Underwriting, Finance, Due Diligence, Financial Reporting, Account Management, Accounting, Asset Managment, Tax Credits
Education
Pacific University 1998 — 2001
BA, Economics, Business Administration
Walla Walla Community College
Mark Skalski's United Fund Advisors Experience January 2006 - April 2007
Job Controller at Presidio Trust
Industry Real Estate
Experience
Presidio Trust March 2015 - Present
Shorenstein Realty Services April 2007 - March 2015
United Fund Advisors January 2006 - April 2007
LNR January 2001 - January 2006
Skills
Financial Analysis, Real Estate, Financial Reporting, Due Diligence, Internal Controls, Financial Modeling, Auditing, Accounts Payable, Finance, General Ledger, Accounting, Proformas, Consolidation, Computer Proficiency, Budget Management, ERP Implementations, Acquisitions, Investment Properties, Policies & Procedures..., US GAAP, FASB, Capital Budgeting, Staff Development, Financial Forecasting, Process Improvement, Strategic Planning, Microsoft Office, Fixed Asset Management, SOX 404
Education
University of California, Berkeley 2013 — 2015
Accounting and Finance
University of California, Berkeley 1998 — 2000
Master of Business Administration (MBA), Finance
Drew University 1984 — 1988
Economics and Philosophy
Presidio Trust March 2015 - Present
Shorenstein Realty Services April 2007 - March 2015
United Fund Advisors January 2006 - April 2007
LNR January 2001 - January 2006
Skills
Financial Analysis, Real Estate, Financial Reporting, Due Diligence, Internal Controls, Financial Modeling, Auditing, Accounts Payable, Finance, General Ledger, Accounting, Proformas, Consolidation, Computer Proficiency, Budget Management, ERP Implementations, Acquisitions, Investment Properties, Policies & Procedures..., US GAAP, FASB, Capital Budgeting, Staff Development, Financial Forecasting, Process Improvement, Strategic Planning, Microsoft Office, Fixed Asset Management, SOX 404
Education
University of California, Berkeley 2013 — 2015
Accounting and Finance
University of California, Berkeley 1998 — 2000
Master of Business Administration (MBA), Finance
Drew University 1984 — 1988
Economics and Philosophy
Ashley Dills's United Fund Advisors Experience 2015 - Present
Job Senior Vice President at United Fund Advisors
Industry Nonprofit Organization Management
Experience
United Fund Advisors 2015 - Present
Civic Builders 2012 - 2015
Civic Builders 2007 - 2012
Nonprofit Finance Fund 2003 - 2007
Business Outreach Center Network 2002 - 2003
National City Corporation 1999 - 2002
Skills
Community Development, Non-profits, Due Diligence, Financial Analysis, Grants, Grant Writing, Fundraising, Community Outreach, Public Speaking, Economic Development, Research, Program Development, Philanthropy, Program Management, Proposal Writing, Microfinance, Public Policy, Social Enterprise, Board Development, Nonprofits, Finance, Policy Analysis, Public/private...
Education
Aquinas College
Bachelor of Arts, Community Leadership
Fordham Gabelli School of Business
United Fund Advisors 2015 - Present
Civic Builders 2012 - 2015
Civic Builders 2007 - 2012
Nonprofit Finance Fund 2003 - 2007
Business Outreach Center Network 2002 - 2003
National City Corporation 1999 - 2002
Skills
Community Development, Non-profits, Due Diligence, Financial Analysis, Grants, Grant Writing, Fundraising, Community Outreach, Public Speaking, Economic Development, Research, Program Development, Philanthropy, Program Management, Proposal Writing, Microfinance, Public Policy, Social Enterprise, Board Development, Nonprofits, Finance, Policy Analysis, Public/private...
Education
Aquinas College
Bachelor of Arts, Community Leadership
Fordham Gabelli School of Business
Reynold Roeder's United Fund Advisors Experience April 2006 - November 2008
Job CEO at Roeder & Company, LLC
Industry Venture Capital & Private Equity
Experience
Roeder & Company, LLC December 2002 - Present
LECTRIX LLC November 1999 - Present
Raser Technologies June 2003 - June 2011
United Fund Advisors April 2006 - November 2008
PacifiCorp Financial Services December 1990 - November 1999
Deloitte & Touche July 1981 - December 1990
Skills
Renewable Energy, Venture Capital, Investments, Energy, Affordable Housing, Strategic Planning, Business Strategy, Financial Structuring, Banking, Tax Credits, Mergers & Acquisitions, Joint Ventures, Financial Analysis, Acquisitions, Financial Modeling, Private Equity, Project Finance, Corporate Finance, Due Diligence, Start-ups, Alternative Energy, Finance, Corporate Development
Education
Portland State University 1977 — 1981
BS, Business Administration
Roeder & Company, LLC December 2002 - Present
LECTRIX LLC November 1999 - Present
Raser Technologies June 2003 - June 2011
United Fund Advisors April 2006 - November 2008
PacifiCorp Financial Services December 1990 - November 1999
Deloitte & Touche July 1981 - December 1990
Skills
Renewable Energy, Venture Capital, Investments, Energy, Affordable Housing, Strategic Planning, Business Strategy, Financial Structuring, Banking, Tax Credits, Mergers & Acquisitions, Joint Ventures, Financial Analysis, Acquisitions, Financial Modeling, Private Equity, Project Finance, Corporate Finance, Due Diligence, Start-ups, Alternative Energy, Finance, Corporate Development
Education
Portland State University 1977 — 1981
BS, Business Administration