Wamu Investments, Inc.
Industry: Company
DescriptionHeadquarters: Seattle, WA Founded: 1982 Parent organizations: Washington Mutual, Washington Mutual Brokerage Holdings Inc
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Wamu Investments, Inc. Employees
Employee
Years
Job
Industry
Ernie Renner Ernie Renner's Wamu Investments, Inc. Experience February 2003 - May 2009
Job Managing Director
Industry Financial Services
Experience
SLR Financial, Inc. April 2012 - Present
Chase Investment Services May 2009 - April 2012
WaMu Investments, Inc. February 2003 - May 2009
WM Financial Services August 2003 - August 2004
WM Financial Services August 2002 - August 2003
Skills
Investments, Portfolio Management, Risk Management, Asset Management, Fixed Income, Business Strategy, Equities, Capital Markets, Strategic Planning, Change Management, New Business Development, Management
Education
San Diego State University-California State University 1998 — 2001
SLR Financial, Inc. April 2012 - Present
Chase Investment Services May 2009 - April 2012
WaMu Investments, Inc. February 2003 - May 2009
WM Financial Services August 2003 - August 2004
WM Financial Services August 2002 - August 2003
Skills
Investments, Portfolio Management, Risk Management, Asset Management, Fixed Income, Business Strategy, Equities, Capital Markets, Strategic Planning, Change Management, New Business Development, Management
Education
San Diego State University-California State University 1998 — 2001
Alan Eisenberg Alan Eisenberg's Wamu Investments, Inc. Experience 2003 - 2009
Job VP, Advisor Marketing at LPL Financial
Industry Marketing and Advertising
Experience
LPL Financial August 2009 - Present
Wamu Investments, Inc. 2003 - 2009
Main Street Trading Company 1996 - 2003
Education
University of California, Los Angeles
BA, Psychology
LPL Financial August 2009 - Present
Wamu Investments, Inc. 2003 - 2009
Main Street Trading Company 1996 - 2003
Education
University of California, Los Angeles
BA, Psychology
Paul Hayes, CFP® Paul Hayes, CFP®'s Wamu Investments, Inc. Experience September 1998 - December 2008
Job SVP, Regional Sales Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments December 2009 - Present
Colonial Brokerage, Inc. December 2008 - December 2009
WaMu Investments, Inc. September 1998 - December 2008
John Hancock Life Insurance Company (U.S.A.) September 1995 - September 1998
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Financial Services, Series 65, Retirement Planning, Securities, Private Banking, Life Insurance, Loans, Banking, Credit, Relationship Management, Fixed Annuities, Series 24, Insurance, Wealth Management..., Small Business Lending, Financial Advisory, Series 6, Portfolio Management, Leadership
Education
College for Financial Planning 2000 — 2000
CFP, CERTIFIED FINANCIAL PLANNER
University of Central Florida 1994 — 1994
Bachelor of Arts, Liberal Arts, Communication
University of Florida 1989 — 1992
Associate of Arts, Liberal Arts
PNC Investments December 2009 - Present
Colonial Brokerage, Inc. December 2008 - December 2009
WaMu Investments, Inc. September 1998 - December 2008
John Hancock Life Insurance Company (U.S.A.) September 1995 - September 1998
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Financial Services, Series 65, Retirement Planning, Securities, Private Banking, Life Insurance, Loans, Banking, Credit, Relationship Management, Fixed Annuities, Series 24, Insurance, Wealth Management..., Small Business Lending, Financial Advisory, Series 6, Portfolio Management, Leadership
Education
College for Financial Planning 2000 — 2000
CFP, CERTIFIED FINANCIAL PLANNER
University of Central Florida 1994 — 1994
Bachelor of Arts, Liberal Arts, Communication
University of Florida 1989 — 1992
Associate of Arts, Liberal Arts
Edward Larios Edward Larios's Wamu Investments, Inc. Experience March 2001 - May 2006
Job Vice President Brokerage Operations Manager at Union Banc Investment Services, LLC
Industry Financial Services
Experience
UnionBanc Investment Services, LLC November 2012 - Present
Pacific Life 2011 - November 2012
National Planning Corporation 2010 - 2011
Chase Investment Services Corp. (CISC) October 2009 - May 2010
Chase Investment Services Corp. / WaMu Investments Inc. May 2006 - May 2009
WaMu Investments, Inc. March 2001 - May 2006
WaMu Investments, Inc. July 1999 - March 2001
Sintra Capital Group December 1997 - July 1999
Skills
Securities, Process Improvement, Mutual Funds, Training, Strategic Planning, Investments, Leadership, Project Management, Risk Management, CRM, Business Analysis, Cross-functional Team..., Series 7, Business Process..., FINRA, Series 63, Management, Financial Services, Analysis, Finance, Integration, Operations Management, Program Management, Change Management, Executive Management, Fixed Annuities, Business Development, Performance Management, Investment Advisory, Portfolio Management
Education
California State University-Fullerton 2003 — 2006
MBA
University of San Diego 1994 — 1997
Bachelor of Business Administration, Finance
UnionBanc Investment Services, LLC November 2012 - Present
Pacific Life 2011 - November 2012
National Planning Corporation 2010 - 2011
Chase Investment Services Corp. (CISC) October 2009 - May 2010
Chase Investment Services Corp. / WaMu Investments Inc. May 2006 - May 2009
WaMu Investments, Inc. March 2001 - May 2006
WaMu Investments, Inc. July 1999 - March 2001
Sintra Capital Group December 1997 - July 1999
Skills
Securities, Process Improvement, Mutual Funds, Training, Strategic Planning, Investments, Leadership, Project Management, Risk Management, CRM, Business Analysis, Cross-functional Team..., Series 7, Business Process..., FINRA, Series 63, Management, Financial Services, Analysis, Finance, Integration, Operations Management, Program Management, Change Management, Executive Management, Fixed Annuities, Business Development, Performance Management, Investment Advisory, Portfolio Management
Education
California State University-Fullerton 2003 — 2006
MBA
University of San Diego 1994 — 1997
Bachelor of Business Administration, Finance
Saman Askari Saman Askari's Wamu Investments, Inc. Experience January 2008 - August 2008
Job Client Relations at Resilinc
Industry Computer Software
Experience
Resilinc Corporation January 2015 - Present
Intrigo Systems, Inc. November 2013 - January 2015
MIT Zaragoza International Logistics Program August 2012 - May 2013
State Street 2011 - 2011
John Hancock 2008 - 2009
WaMu Investments, Inc. January 2008 - August 2008
Trilogy Financial Services 2006 - 2008
Skills
Supply Chain Management, Management, Supply Chain, Logistics, Management Consulting, Data Analysis, Project Management, Process Improvement, Business Strategy, Supply Chain..., Analysis, Business Analysis, Microsoft Excel, Leadership, Microsoft Office, Team Leadership, Inventory Management, Demand Planning, Program Management, Business Process..., Teamwork, Operations Management, Finance, Sales, Strategy, Writing, Team Management, Forecasting, Sales Operations, Six Sigma, English, Communication, Presentations, Problem Solving, International Business..., Supply Chain Operations, Supply Chain Finance, Supply Chain Consulting, Start-ups
Education
MIT Zaragoza International Logistics Program 2012 — 2013
Master of Engineering (ZLOG), Logistics and Supply Chain Management
Northeastern University - D'Amore-McKim School of Business 2010 — 2012
Master of Business Administration (MBA), 3.83 out of 4.00
University of California, Irvine
Bachelor of Arts, Sociology
Resilinc Corporation January 2015 - Present
Intrigo Systems, Inc. November 2013 - January 2015
MIT Zaragoza International Logistics Program August 2012 - May 2013
State Street 2011 - 2011
John Hancock 2008 - 2009
WaMu Investments, Inc. January 2008 - August 2008
Trilogy Financial Services 2006 - 2008
Skills
Supply Chain Management, Management, Supply Chain, Logistics, Management Consulting, Data Analysis, Project Management, Process Improvement, Business Strategy, Supply Chain..., Analysis, Business Analysis, Microsoft Excel, Leadership, Microsoft Office, Team Leadership, Inventory Management, Demand Planning, Program Management, Business Process..., Teamwork, Operations Management, Finance, Sales, Strategy, Writing, Team Management, Forecasting, Sales Operations, Six Sigma, English, Communication, Presentations, Problem Solving, International Business..., Supply Chain Operations, Supply Chain Finance, Supply Chain Consulting, Start-ups
Education
MIT Zaragoza International Logistics Program 2012 — 2013
Master of Engineering (ZLOG), Logistics and Supply Chain Management
Northeastern University - D'Amore-McKim School of Business 2010 — 2012
Master of Business Administration (MBA), 3.83 out of 4.00
University of California, Irvine
Bachelor of Arts, Sociology
E. Scott Menter's Wamu Investments, Inc. Experience November 2006 - May 2009
Job Vice President, Business Solutions at BP Logix, Inc. | esm@BPLogix.com
Industry Information Technology and Services
Experience
BP Logix, Inc. March 2010 - Present
Shire Ventures June 2009 - March 2010
WaMu Investments, Inc. November 2006 - May 2009
University of California, Irvine July 2003 - November 2006
ESM Services, Inc. 1992 - 2003
The Automatic Answer, Inc. (now The Amanda Company) 1994 - 2000
Lehman Brothers October 1988 - April 1992
Sun Microsystems, Inc. September 1987 - September 1988
Skills
Software Development, Start-ups, Financial Services, Business Development, Information Technology, Leadership, SaaS, Enterprise Software, Cloud Computing, IT Strategy, Enterprise Architecture, SDLC, Business Process Design, Business Intelligence, Integration, Solution Architecture, Business Process..., Business Analysis, Career Counseling, Entrepreneurship, IT Management, Executive Management, Professional Services, Strategic Partnerships, Martial Arts, Management, Team Leadership, Team Management, Analysis, Vendor Management, Strategic Planning, Business Process, Data Center, Networking, Business Process..., Software Project..., Product Management, Consulting, Strategy, Pre-sales, Cross-functional Team...
Education
Brandeis University 1982 — 1985
BA, Computer Science
BP Logix, Inc. March 2010 - Present
Shire Ventures June 2009 - March 2010
WaMu Investments, Inc. November 2006 - May 2009
University of California, Irvine July 2003 - November 2006
ESM Services, Inc. 1992 - 2003
The Automatic Answer, Inc. (now The Amanda Company) 1994 - 2000
Lehman Brothers October 1988 - April 1992
Sun Microsystems, Inc. September 1987 - September 1988
Skills
Software Development, Start-ups, Financial Services, Business Development, Information Technology, Leadership, SaaS, Enterprise Software, Cloud Computing, IT Strategy, Enterprise Architecture, SDLC, Business Process Design, Business Intelligence, Integration, Solution Architecture, Business Process..., Business Analysis, Career Counseling, Entrepreneurship, IT Management, Executive Management, Professional Services, Strategic Partnerships, Martial Arts, Management, Team Leadership, Team Management, Analysis, Vendor Management, Strategic Planning, Business Process, Data Center, Networking, Business Process..., Software Project..., Product Management, Consulting, Strategy, Pre-sales, Cross-functional Team...
Education
Brandeis University 1982 — 1985
BA, Computer Science
Elizabeth Patron's Wamu Investments, Inc. Experience April 2002 - September 2009
Job Project Coordinator at Union Bank
Industry Banking
Experience
Union Bank April 2013 - Present
Union Bank May 2009 - Present
WaMu Investments, Inc. April 2002 - September 2009
Washington Mutual February 2004 - February 2005
Deloitte Consulting May 2000 - June 2002
Skills
Banking, Financial Services, Management, Vendor Management
Education
Mt. San Antonio College 2004 — 2008
AA, Business Administration
Rio Hondo College 2000 — 2003
Business Administration
Union Bank April 2013 - Present
Union Bank May 2009 - Present
WaMu Investments, Inc. April 2002 - September 2009
Washington Mutual February 2004 - February 2005
Deloitte Consulting May 2000 - June 2002
Skills
Banking, Financial Services, Management, Vendor Management
Education
Mt. San Antonio College 2004 — 2008
AA, Business Administration
Rio Hondo College 2000 — 2003
Business Administration
Mary Funez, PMP's Wamu Investments, Inc. Experience October 2005 - January 2009
Job Sr. Project Manager at Optum
Industry Hospital & Health Care
Experience
Optum February 2015 - Present
MemorialCare Health System September 2013 - February 2015
OptumRx February 2012 - August 2013
OptumRX March 2010 - February 2012
WaMu Investments, Inc. October 2005 - January 2009
WaMu Investments, Inc. August 2004 - October 2005
Wamu Investments, Inc. August 2001 - August 2004
Skills
SDLC, Process Improvement, Business Analysis, Vendor Management, Visio, Project Management, PMO, Program Management, MS Project, Business Process..., PMP, Cross-functional Team..., Requirements Analysis, Strategic Planning, Team Building, SharePoint, Team Leadership, Requirements Gathering, Management, Leadership
Education
California State University-Fullerton - College of Business and Economics
B.A., Business Administration
PMP Exam Prep Workshop
Optum February 2015 - Present
MemorialCare Health System September 2013 - February 2015
OptumRx February 2012 - August 2013
OptumRX March 2010 - February 2012
WaMu Investments, Inc. October 2005 - January 2009
WaMu Investments, Inc. August 2004 - October 2005
Wamu Investments, Inc. August 2001 - August 2004
Skills
SDLC, Process Improvement, Business Analysis, Vendor Management, Visio, Project Management, PMO, Program Management, MS Project, Business Process..., PMP, Cross-functional Team..., Requirements Analysis, Strategic Planning, Team Building, SharePoint, Team Leadership, Requirements Gathering, Management, Leadership
Education
California State University-Fullerton - College of Business and Economics
B.A., Business Administration
PMP Exam Prep Workshop
Michael Zapata's Wamu Investments, Inc. Experience February 1998 - January 2009
Job Compliance Officer at KBS Capital Market Group
Industry Investment Banking
Experience
KBS Capital Market Group January 2010 - Present
Automobile Club of Southern California May 2009 - February 2010
WaMu Investments, Inc. February 1998 - January 2009
Consumer Portfolio Services October 1996 - February 1998
Quest Capital October 1994 - October 1996
Landmark Bank January 1991 - October 1994
Skills
Series 24, Recruiting, Investments, FINRA, Mutual Funds, Risk Management, Insurance, Training, Portfolio Management, Series 65, Financial Services, Financial Advisory, Banking, Asset Management, Series 7, Securities, Management, Uniform Combined State..., AML, Investment Advisory, Loans, Alternative Investments, Asset Allocation, Series 63, Wealth Management, Equities
Education
University of Redlands 1990 — 1994
Santa Ana College 1987 — 1989
Associate of Art, Liberal Arts
KBS Capital Market Group January 2010 - Present
Automobile Club of Southern California May 2009 - February 2010
WaMu Investments, Inc. February 1998 - January 2009
Consumer Portfolio Services October 1996 - February 1998
Quest Capital October 1994 - October 1996
Landmark Bank January 1991 - October 1994
Skills
Series 24, Recruiting, Investments, FINRA, Mutual Funds, Risk Management, Insurance, Training, Portfolio Management, Series 65, Financial Services, Financial Advisory, Banking, Asset Management, Series 7, Securities, Management, Uniform Combined State..., AML, Investment Advisory, Loans, Alternative Investments, Asset Allocation, Series 63, Wealth Management, Equities
Education
University of Redlands 1990 — 1994
Santa Ana College 1987 — 1989
Associate of Art, Liberal Arts
Steve Dunstone's Wamu Investments, Inc. Experience 2000 - 2009
Job VP at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2009 - Present
WaMu/Chase Investments September 2000 - June 2009
WaMu Investments, Inc. 2000 - 2009
GWFS 1986 - 1997
Education
California State University-Northridge
BA, Business
LPL Financial July 2009 - Present
WaMu/Chase Investments September 2000 - June 2009
WaMu Investments, Inc. 2000 - 2009
GWFS 1986 - 1997
Education
California State University-Northridge
BA, Business
LASHON MATHIS's Wamu Investments, Inc. Experience January 2001 - January 2003
Job OSJ Supervisor/Office Manager at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc. August 2014 - Present
PIMCO April 2011 - July 2014
JP Morgan Chase, formerly WaMu Investments, Inc January 2001 - January 2009
Wamu Investments, Inc. January 2001 - January 2003
Citistreet, Inc. a division of Citigroup January 1999 - January 2000
Skills
Training, Financial Risk, Finance, Investments, Team Leadership, Business Process..., Securities, Insurance, Risk Management, Strategic Financial..., Financial Services, Mutual Funds, Leadership, Portfolio Management, Analysis, Process Improvement, FINRA, Series 63, Trading, Series 7, Wealth Management, Asset Management
Education
California State University-Long Beach - College of Business Administration 1995 — 1998
BA, Business Adminsitration, Finance
Golden West College
Certificate, Accounting
California State University of Long Beach
Bachelor of Science, Business Administration, Finance Concentration
Voya Financial Advisors, Inc. August 2014 - Present
PIMCO April 2011 - July 2014
JP Morgan Chase, formerly WaMu Investments, Inc January 2001 - January 2009
Wamu Investments, Inc. January 2001 - January 2003
Citistreet, Inc. a division of Citigroup January 1999 - January 2000
Skills
Training, Financial Risk, Finance, Investments, Team Leadership, Business Process..., Securities, Insurance, Risk Management, Strategic Financial..., Financial Services, Mutual Funds, Leadership, Portfolio Management, Analysis, Process Improvement, FINRA, Series 63, Trading, Series 7, Wealth Management, Asset Management
Education
California State University-Long Beach - College of Business Administration 1995 — 1998
BA, Business Adminsitration, Finance
Golden West College
Certificate, Accounting
California State University of Long Beach
Bachelor of Science, Business Administration, Finance Concentration
Michael Tonkel's Wamu Investments, Inc. Experience September 2000 - April 2009
Job Banking Professional
Industry Banking
Experience
JP Morgan Chase September 2000 - April 2009
WaMu Investments, Inc. September 2000 - April 2009
WaMu Investments, Inc January 2000 - January 2009
Citibank (formerly CalFed) January 1997 - January 2000
Education
Control Data Institute
Certificate of Completion, Computer Programming
El Camino College
BA
JP Morgan Chase September 2000 - April 2009
WaMu Investments, Inc. September 2000 - April 2009
WaMu Investments, Inc January 2000 - January 2009
Citibank (formerly CalFed) January 1997 - January 2000
Education
Control Data Institute
Certificate of Completion, Computer Programming
El Camino College
BA
Scarlett Cherry's Wamu Investments, Inc. Experience November 2005 - June 2008
Job Senior Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2012 - Present
NEXT Financial Group, Inc. July 2008 - September 2012
WAMU Investments, Inc. November 2005 - June 2008
SunTrust Securities, Inc. July 2004 - March 2005
CCB Investor Services June 2001 - July 2004
CCB Investor Services November 2000 - June 2001
Clayton Group Services, Inc. August 1998 - March 2000
Skills
Series 24, Series 7, Securities, FINRA, Uniform Combined State..., Investments, Insurance, Sales, Series 63, Lotus Notes, Wealth Management, Customer Service, Outlook, Social Media Marketing, Mutual Funds
Education
Hampton University 1996 — 1998
Bachelor of Science, Marine and Environmental Science
LPL Financial September 2012 - Present
NEXT Financial Group, Inc. July 2008 - September 2012
WAMU Investments, Inc. November 2005 - June 2008
SunTrust Securities, Inc. July 2004 - March 2005
CCB Investor Services June 2001 - July 2004
CCB Investor Services November 2000 - June 2001
Clayton Group Services, Inc. August 1998 - March 2000
Skills
Series 24, Series 7, Securities, FINRA, Uniform Combined State..., Investments, Insurance, Sales, Series 63, Lotus Notes, Wealth Management, Customer Service, Outlook, Social Media Marketing, Mutual Funds
Education
Hampton University 1996 — 1998
Bachelor of Science, Marine and Environmental Science
Maricruz Sandoval's Wamu Investments, Inc. Experience June 2008 - September 2008
Job Hospitality Administration Graduate
Industry Hospitality
Experience
IDEXX Laboratories December 2008 - Present
BUSINESS EXPO CENTER July 2013 - October 2013
WaMu Investments, Inc. June 2008 - September 2008
Santa Ana College January 2007 - February 2008
Party City October 2005 - July 2006
Skills
Coordinating Events, Cooking, Wine & Food Pairing, Event Planning, Craft Beer, Public Relations, Business, Microsoft Office, Data Entry, Customer Service, Clerical Skills, Parasitology, Laboratory Technicians, Cytology
Education
Cal Poly Pomona 2012 — 2014
Bachelor's Degree, Hospitality Administration/Management
Cypress College 2011 — 2012
Associate's Degree, Hotel and Restaurant Management, GPA 4.0
Santa Ana College 2007 — 2010
Associate's Degree, Business Administration and Liberal Arts
IDEXX Laboratories December 2008 - Present
BUSINESS EXPO CENTER July 2013 - October 2013
WaMu Investments, Inc. June 2008 - September 2008
Santa Ana College January 2007 - February 2008
Party City October 2005 - July 2006
Skills
Coordinating Events, Cooking, Wine & Food Pairing, Event Planning, Craft Beer, Public Relations, Business, Microsoft Office, Data Entry, Customer Service, Clerical Skills, Parasitology, Laboratory Technicians, Cytology
Education
Cal Poly Pomona 2012 — 2014
Bachelor's Degree, Hospitality Administration/Management
Cypress College 2011 — 2012
Associate's Degree, Hotel and Restaurant Management, GPA 4.0
Santa Ana College 2007 — 2010
Associate's Degree, Business Administration and Liberal Arts
Jeff Di Bono's Wamu Investments, Inc. Experience May 2005 - March 2008
Job Senior Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. March 2008 - Present
WAMU Investments, Inc. May 2005 - March 2008
Banc of America Investments Services, Inc. November 2003 - May 2005
WM Financial Services, Inc. July 2002 - November 2003
Signator Investors, Inc. October 1988 - July 2002
John Hancock Mutual Life Insurance Company October 1988 - May 1997
Education
Santa Clara University 1984 — 1988
Bachelor's degree, Finance, General
Wells Fargo Advisors, LLC. March 2008 - Present
WAMU Investments, Inc. May 2005 - March 2008
Banc of America Investments Services, Inc. November 2003 - May 2005
WM Financial Services, Inc. July 2002 - November 2003
Signator Investors, Inc. October 1988 - July 2002
John Hancock Mutual Life Insurance Company October 1988 - May 1997
Education
Santa Clara University 1984 — 1988
Bachelor's degree, Finance, General
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