Yellowstone Partners

Description

Address: 100, 3340 Merlin Dr, Idaho Falls, ID 83404 Phone: (208) 612-1000Website: Place name: : : Category: : : : :

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16 Yellowstone Partners employees in database. Find out everything there's to know about Yellowstone Partners 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.

Yellowstone Partners Employees

Employee
Years
Job
Industry
Joshua Manwaring Joshua Manwaring Gilbert, Arizona Details
Joshua Manwaring's Yellowstone Partners Experience September 2015 - Present
Job Wealth Management Advisor at Yellowstone Partners
Industry Financial Services
Experience
Yellowstone Partners   September 2015 - Present
J.D. Mellberg Financial   April 2012 - August 2015
Provident Financial Services   January 2009 - March 2012
JM Investments, Inc.   January 1999 - January 2008

Skills
Retirement Planning, Estate Planning, Retirement, Fixed Annuities, Wealth Management, IRAs, Strategic Financial..., Life Insurance, Series 7, Investment Advisory, Insurance, Real Estate, Financial Advisory, Investments, Disability Insurance, Financial Planners, Long-term Care, Financial Analysis, Financial Services, Series 63, Investment Strategies, Asset Management, Mutual Funds, Asset Allocation, Universal Life, Wealth, Uniform Combined State..., Portfolio Management, Series 6, Employee Benefits, Whole Life, Term Life Insurance

Education
Idaho State University   1994 — 1996
BA, Mass Communications

BYU-Idaho   1992 — 1994
Associate's degree, Business/Commerce, General

Pete Shumway Pete Shumway Pocatello, Idaho Area Details
Pete Shumway's Yellowstone Partners Experience May 2010 - July 2011
Job Graphic Designer
Industry Marketing and Advertising
Experience
Kyani  January 2013 - Present
Torque Agency   May 2011 - July 2012
Yellowstone Partners   May 2010 - July 2011
Melaleuca  2001 - 2010
Financial Fusion  1999 - 2001

Skills
Adobe Creative Suite, Packaging, Logo Design, Web Design, Illustration, Layout, Graphic Design, InDesign, Advertising, Graphics, User Interface Design, Illustrator, Branding & Identity, User Interface, Dreamweaver

Education
Utah Career College   1997 — 1999
Multimedia/Graphic Design

BYU-Idaho   1994 — 1996
Associate of Arts and Sciences (A.A.S.)

Bradley J. Christensen Bradley J. Christensen Idaho Falls, Idaho Details
Bradley J. Christensen's Yellowstone Partners Experience May 2006 - Present
Job Wealth Management Advisor
Industry Investment Management
Experience
INL Citizens Advisory Board   May 2014 - Present
Yellowstone Partners   May 2006 - Present
City of Ammon   January 2012 - Present
Cicero Corporation, Political Consulting   February 2002 - Present
WorldWanderlusting.com   April 2011 - Present
Office of Governor Dirk Kempthorne   June 2003 - May 2006
Boise State University  2000 - 2003

Skills
Investments, Public Policy, Strategic Financial..., Fundraising, Strategic Planning, Risk Management, Public Speaking, Analysis, Business Planning, Financial Analysis, Portfolio Management, Management Consulting, Leadership, Management, Insurance, Equities, Wealth Management, Policy, Asset Management, Investment Management, Mutual Funds, Asset Allocation, Estate Planning, Finance, Financial Modeling, Financial Planners, Retirement Planning, IRAs, Fixed Annuities, Financial Planning, Social Media, Team Building

Education
Boise State University   1998 — 2003
Communications, Political Science, English

Idaho Falls High School   1993 — 1997

Casey Brinton Casey Brinton San Francisco Bay Area Details
Casey Brinton's Yellowstone Partners Experience April 2013 - September 2013
Job Financial Analyst Finance and Strategy at Walmart eCommerce
Industry Retail
Experience
Walmart Inc.  May 2014 - Present
Army National Guard  January 2008 - January 2015
Walmart International  May 2014 - August 2014
Yellowstone Partners   April 2013 - September 2013

Skills
Microsoft Excel, Economics, Leadership, Investments, Research, Financial Modeling, Financial Analysis, Economic Statistics, Financial Accounting, Fundamental Analysis, Technical Analysis, Operational Due..., Bloomberg, Access, PowerPoint, Analysis, Critical Thinking, Data Analysis, Microsoft Word, VBA, Military Experience, Military

Education
Brigham Young University - Idaho   2010 — 2014
BS: Financial Economics

JUSTIN HARDESTY JUSTIN HARDESTY Canton, Ohio Area Details
JUSTIN HARDESTY's Yellowstone Partners Experience January 2012 - Present
Job Financial Adviser at Yellowstone Partners
Industry Financial Services
Experience
Yellowstone Partners   January 2012 - Present
Raymond James Financial Inc.  1997 - 2014
Raymond James Financial Inc.  1997 - 2014

Skills
Saving for Education, Investments, Wealth Management, Strategic Financial..., Alternative Investments, Series 7, Uniform Combined State..., Portfolio Management, Asset Allocation, 401k Rollovers, Series 63, Asset Management, 529 Plans, Financial Analysis, Securities, Mutual Funds

Education
Malone College   1993 — 1997
Accounting and Finance

James A. Garfield

Corey Eaton Corey Eaton Shelley, Idaho Details
Corey Eaton's Yellowstone Partners Experience August 2015 - Present
Job Intern at Yellowstone Partners
Industry Investment Management
Experience
Yellowstone Partners   August 2015 - Present
Wells Fargo  June 2015 - August 2015
BYU-Idaho Investment Society  May 2014 - April 2015
Corey & Trina Photography   August 2012 - September 2014
Idaho State Department of Agriculture  April 2010 - August 2012
World Empyre Sports   February 2006 - December 2010

Skills
Finance, Microsoft Excel, Economics, Financial Analysis, Microsoft Office, Bloomberg, Research, Financial Modeling, Leadership, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Management, Teamwork, Time Management, Excel Models, Valuation, Fundamental Analysis, Investments

Education
Brigham Young University - Idaho   2013 — 2016
Bachelor’s Degree, Financial Economics w/ Engineering Minor

Patrick Jenkins Patrick Jenkins Logan, Utah Details
Patrick Jenkins's Yellowstone Partners Experience May 2013 - Present
Job Wealth Manager at Yellowstone Partners
Industry Financial Services
Experience
Yellowstone Partners   May 2013 - Present
Demars Financial Group   November 2002 - April 2013
City of Liberty Lake WA   April 2003 - January 2010
Telect  1999 - 2007
Sun Remarketing   1989 - 1997

Skills
Product Management, Budgets, Cross-functional Team..., Public Speaking, Portfolio Management, Financial Analysis, Retirement Planning, Customer Service, Strategic Planning, Strategic Financial..., Managerial Finance, Process Improvement, Direct Sales, Business Planning, Project Management, Finance, Sales, Investments, Operations Management, Risk Management, Start-ups, Business Development, Management, Wealth Management, Entrepreneurship, Financial Advisory, Strategy, Mutual Funds, Forecasting, Business Strategy, Financial Modeling, Asset Allocation, Program Management, 401k, Banking, Leadership, Insurance, Executive Management, Mergers, Financial Planning, Mergers & Acquisitions

Education
Gonzaga University - School of Business Administration   1997 — 1999
Masters of Business Administration, Finance and Financial Management Services

University of Utah - David Eccles School of Business   1993 — 1997
Bachelors of Science

Utah State University   1993 — 1997
Bachelors, Politcal Science

Cameron High, IACCP Cameron High, IACCP Pocatello, Idaho Area Details
Cameron High, IACCP's Yellowstone Partners Experience October 2005 - Present
Job Principal and Chief Compliance Officer at Yellowstone Partners
Industry Investment Management
Experience
Yellowstone Partners   October 2005 - Present
Insight Financial  October 2004 - October 2005
Ski Swap Services   January 2003 - October 2004

Skills
Strategic Planning, Investments, Finance, Customer Service, Leadership, Financial Planning, Management, Financial Analysis, Portfolio Management, Asset Allocation, Alternative Investments, Estate Planning, Asset Management, Wealth Management, Strategic Financial..., Adobe Creative Suite, Mutual Funds, Bloomberg, Series 7, Broker-Dealer, Securities, Trading, Start-ups, Investment Strategies, Venture Capital, Equities, Fixed Income, Private Equity, Insurance, Investment Advisory, Investment Company Act, 401k, Investment Advisers Act, Mergers & Acquisitions, IRAs, Due Diligence, Retirement Planning, FINRA, Retirement, Corporate Law

Education
IACCP® - National Regulatory Services   2012 — 2014
Compliance

Brigham Young University - Idaho   1999 — 2003
Bachelors, Finance Emphasizing in Investments/Banking

Jonathan Stubbs Jonathan Stubbs Idaho Falls, Idaho Details
Jonathan Stubbs's Yellowstone Partners Experience January 2013 - March 2013
Job Web Developer/SQL Programmer at RS&I
Industry Information Technology and Services
Experience
RS&I  May 2013 - Present
Netmark.com  March 2013 - May 2013
Yellowstone Partners   January 2013 - March 2013
BYU-Idaho  April 2012 - September 2012

Skills
Java, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, HTML, CSS, SQL, Ora, Javasc, cisco rou, cisco, Windows Server, Computer Security, php, SEO, Windows, MySQL, Keyword Research, Computer Hardware, Web Marketing, Windows 7, JavaScript, Programming, Databases, Web Design, Microsoft SQL Server, Web Development, Networking, Team Leadership, HTML 5, Website Development, Database Design, Microsoft Word, Facebook, Web Applications, Oracle, Operating Systems, SharePoint, WordPress, Google Analytics, Web Project Management, Database Administration, PL/SQL, Google Webmaster Tools, Troubleshooting, Public Speaking, Leadership, Research, HTML5

Education
Brigham Young University - Idaho   2003 — 2013
BS, Computer Information Technology

Magrath High School   2000 — 2003
GED, High School/Secondary Diplomas and Certificates

James Wilkey James Wilkey Provo, Utah Details
James Wilkey's Yellowstone Partners Experience June 2015 - Present
Job Financial Services Intern at Yellowstone Partners
Industry Financial Services
Experience
Yellowstone Partners   June 2015 - Present
Zenger Folkman  March 2015 - April 2015
The Church of Jesus Christ of Latter-day Saints  February 2012 - February 2014
Falls Printing LLC   June 2009 - August 2011

Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint

Education
Brigham Young University   2014 — 2017

Sterling Russell, CFA Sterling Russell, CFA Boise, Idaho Area Details
Sterling Russell, CFA's Yellowstone Partners Experience April 2015 - Present
Job Director of Fixed Income, Senior Portfolio Manager at Yellowstone Partners
Industry Investment Management
Experience
Yellowstone Partners   April 2015 - Present
KeyBank  February 2009 - April 2015
Beneficial Financial Group  November 1994 - December 2007
NHS/First Financial Investments   May 1993 - October 1994
Morgan Stanley Dean Witter  June 1984 - December 1992
Clayton Brokerage Co. of St Louis Inc   February 1982 - June 1984

Skills
Fixed Income, Portfolio Management, Alternative Investments, Derivatives, Equities, Financial Analysis, Financial Markets, Investment Strategies, Investments, Mutual Funds, Securities, Trading, Wealth Management, Private Equity, Finance

Education
Brigham Young University   1979 — 1981
MS, Economics

Brigham Young University   1975 — 1979
BA, Political Science, Economics

Jeffrey Nishijiima Jeffrey Nishijiima Rexburg, Idaho Details
Jeffrey Nishijiima's Yellowstone Partners Experience July 2015 - September 2015
Job Private Equity Analyst at Highcrest Management Group
Industry Investment Management
Experience
Highcrest Management Group  September 2015 - Present
BYU-Idaho  April 2015 - Present
Almost Diamonds   December 2014 - Present
BYU-Idaho  September 2013 - Present
Yellowstone Partners   July 2015 - September 2015
Morgan Stanley  August 2015 - August 2015
Onyx Financial Advisors   June 2015 - July 2015
BYU-Idaho  January 2015 - July 2015
Teton Tacos   March 2015 - April 2015
Teton Tacos   February 2015 - March 2015

Skills
Microsoft Excel, Japanese, Leadership, Marketing, Lead Generation, Sales, Bloomberg, Mergers & Acquisitions, investments, Private Equity, Financial Modeling, Economics, Accounting, Social Media, Social Networking, SEO, Illustrator, Web Design, Photography, Photoshop, Time Management, Critical Thinking, Google Adwords, PowerPoint, CSS3, HTML, Team Leadership, Customer Service, Building Relationships, Direct Sales, Entrepreneurship, Team Building, Microsoft Office, Sales Presentations, Google Docs, ad design, Microsoft Word, Problem Solving, JavaScript, Regression Analysis, LBO

Education
Brigham Young University - Idaho   2013 — 2016
Bachelor of Science (BS), Business Management Emphasis In Finance, Minor In Finance Economics/Accounting, 3.6

Los Medanos College   2009 — 2010
Transfer to BYU Idaho as a transfer student, Business, Management and Marketing

Gordon Carpenter Gordon Carpenter Greater Denver Area Details
Gordon Carpenter's Yellowstone Partners Experience January 2015 - Present
Job Certified Financial Planner® at Yellowstone Partners
Industry Financial Services
Experience
Yellowstone Partners   January 2015 - Present
Centennial Investment Advisors   January 2001 - December 2014
SEI Investments  November 1983 - January 2000
Lockheed Martin  March 1971 - October 1983

Skills
Investments

Education
University of San Francisco   1981 — 1984
BS, Org Behavior

Matt Hansen Matt Hansen Idaho Falls, Idaho Details
Matt Hansen's Yellowstone Partners Experience August 2014 - Present
Job Wealth Management at Yellowstone Partners
Industry Investment Management
Experience
Yellowstone Partners   August 2014 - Present
Arthur J. Gallagher & Co.   January 2011 - August 2014
Insight Resources   April 2003 - December 2010
Insight Financial  April 2003 - December 2010

Skills
Benefits Design, Risk Management, Employee Relations, Productivity Coaching, Employee Benefits, Insurance, Long-term Care, Disability Insurance, Health Insurance

Education
Utah State University - Jon M. Huntsman School of Business   1998 — 2000

Brigham Young University - Idaho   1997 — 1999
business

Daniel Richards Daniel Richards Boise, Idaho Details
Daniel Richards's Yellowstone Partners Experience January 2015 - Present
Job Wealth Management Advisor at Yellowstone Partners
Industry Investment Management
Experience
Yellowstone Partners   January 2015 - Present

Skills
Management, Asset Management, Small Business, Sales, Financial Services, Coaching, Leadership, Entrepreneurship, Marketing, Customer Service, Marketing Strategy, Team Building, Business Development, Investments, Wealth Management

Education
Boise State University   2006 — 2008
BA, History, Cum Laude

Brigham Young University   2005 — 2006
Bachelor's degree, History

Alyson Webster Alyson Webster Idaho Falls, Idaho Details
Alyson Webster's Yellowstone Partners Experience April 2011 - Present
Job Office Manager/ Assistant Controller
Industry Financial Services
Experience
Yellowstone Partners   April 2011 - Present
Xiangtan University  August 2010 - January 2011
North Fork Dental Care   August 2005 - August 2010
House of Representives   January 2007 - May 2007

Skills
Event Planning, Microsoft Office, Editing, Teaching, Spanish, Customer Service, Management

Education
Brigham Young University - Idaho   2005 — 2008
BA in Psychology, Sociology, Spanish

Brigham Young University - Hawaii   2005 — 2005
Psychology