Top Financial Advisors in Greater Seattle Area
Bob Neprud
Finance Director
Greater Seattle Area
Finance Director
Financial Advisor
Director, Global Finance & Accounting
Finance & IT Director, EMEA and Asia Pacific
Assistant Corporate Controller
Audit Manager
University of Southern California
Recommendations: 15
Forecasting
Process Improvement
Cross-functional Team Leadership
Change Management
Financial Analysis
Strategy
Inventory Management
ERP
b****[email protected]
b****[email protected]
Stanette Marie Rose
OWNER
Greater Seattle Area
OWNER
Financial Services Professional
Personal Financial Advisor
Financial Advisor
Personal Financial Advisor
Financial Advisor
Personal Financial Advisor
Associate
San Francisco State/UC Berkeley
TaHoMa
Saint Anthony's
San Francisco State University
University of California, Berkeley
Recommendations: 13
Retirement
Mutual Funds
Venture Capital
Venture Financing
Angel Investing
IPO
Executive Coaching
Public Speaking
s****[email protected]
John Coeuille (Coe-well-e)
Dedicated Counselor, Prudential Financial
Greater Seattle Area
Dedicated Counselor, Prudential Financial
Captian, S3, 71st Battlefield Surveillance Brigade "On the Hunt"
Student Loan Forgiveness Coordinator, VP of Veteran and Business Outreach
LTCI Education and Benefits Professional
Financial Advisor and Unit Field Trainer
Dedicated Retirement Counselor, Financial Advisor
President / Operations Manager
Deputy Chief of Protocol / Project Manager
Financial Advisor
Financial Advisor
Military Leader / Nuclear Weapons Officer with TS/SIOP Clearance and Poly / Project Management
Law Enforcement Officer, US Customs Inspector
University of Washington
University of Washington
Recommendations: 12
Insurance
Management
Military
Security Clearance
Command
Team Building
Project Management
Customer Service
j****[email protected]
Anita Gray, CFP®
Financial Advisor
Greater Seattle Area
Financial Advisor
Account Executive
Retirement Education Consultant
Content Editor
Personal Financial Counselor
Manager of Financial Advice
Financial Advisor
Business Travel Manager
College for Financial Planning
University of Colorado Boulder
Aston College
Recommendations: 8
Retirement Planning
Strategic Financial...
Strategy Development
Financial Planning
Customer Relations
Relationship Management
Investments
Planning
a****[email protected]
Thenseena Kooveri
Telecom Business Analyst/ Business Consultant
Greater Seattle Area
Telecom Business Analyst/ Business Consultant
Business Consultant
Sr. Business Systems Analyst
Sr.Business Analyst- (Amdocs Managed Services)
Business Analyst ( Amdocs Consulting Division )
Subject Matter Expert ( Amdocs Global Strategic Sourcing)
Process Associate
Financial Advisor
M.E.S College of Engineering
Farook College -Calicut University
Indian School Salalah
Recommendations: 8
Integration
Billing Systems
Telecommunications
Business Process
SDLC
Software Project...
Oracle
Solution Architecture
t****[email protected]
Deborah CGMA
Controller
Greater Seattle Area
Controller
VP, Finance and Administration
Director, Finance & Operations
Business Strategy and Financial Advisor
Principal
VP, Finance & Operations
Head of Operations and Administration
Accounting Manager
VP, Finance & Administration
Senior Auditor
Boise State University
Boise State University
Recommendations: 6
Financial Reporting
Budgets
Accounting
Risk Management
Sarbanes-Oxley
Finance
Internal Controls
Financial Statements
d****[email protected]
d****[email protected]
Salina Parrott
Realtor
Greater Seattle Area
Realtor
Client Finance Business Manager
Senior Business/ Financial Analyst (Microsoft)
Financial Advisor
Accounts Receivable Representative
Cash Office Lead
Assistant Branch Manager
University of Washington
Bellevue Community College
Recommendations: 6
Strategic Financial Planning
Investment Banking
Retail Banking
Finance
Financial Modeling
Risk Management
Forecasting
Leadership
s****[email protected]
Andrew S.
Financial Advisor
Greater Seattle Area
Financial Advisor
Research and Analytics Specialist
Data Analyst
Data Analyst - Remote
Sabbatical
Mechanical Designer
Sabbatical
Salesforce Admin/Developer
Archives Intern
Data Analyst
Bellevue College
Bellevue College
Galvanize Inc
Recommendations: 5
Insurance
Investments
Sales
Retirement Planning
IRAs
Management
Strategic Financial...
Life Insurance
a****[email protected]
Jasey Campbell
Vendor Manager, Home Amazon.ca
Greater Seattle Area
Vendor Manager, Home Amazon.ca
Senior Category Merchant - Paper
Category Analyst - Cleaning and Breakroom Supplies
Merchant Assistant - PCs, Tablets/E-Readers & Monitors
Director of Operations
Financial Advisor
Florida Atlantic University
Recommendations: 5
Strategic Planning
Sales
Team Building
Retail
Negotiation
Sales Management
Forecasting
Operations Management
j****[email protected]
Roland Manangan
Vice President, Financial Wellness and Planning
Greater Seattle Area
Vice President, Financial Wellness and Planning
Recruiting Manager
Associate Wealth Advisor
Financial Advisor
University of Washington, Michael G. Foster School of Business
College for Financial Planning
Boston University
Western Washington University
Western Washington University
Recommendations: 4
Investment Management
Investments
Financial Planning
401k
Mutual Funds
Disability Insurance
Life Insurance
Executive Benefit Strategies
r****[email protected]
Jon Labonite, SPHR
Vice President Human Resources
Greater Seattle Area
Vice President Human Resources
Vice President, Human Resources & Chief Compliance Officer
Vice President, Human Resources & Chief Compliance Officer
Financial Services Specialist
Financial Advisor
Pacific Coast Banking School, University of Washington
Seattle University
Recommendations: 4
Investments
Management
Due Diligence
Fixed Income
Strategic Human Resources Leadership
Leadership Development
Succession Planning
Recruiting
j****[email protected]
j****[email protected]
Bryan Copley
Financial Advisor
Greater Seattle Area
Financial Advisor
Corporate Development Committee
University of Washington
General Assembly
Recommendations: 3
Entrepreneurship
Start-ups
Sales
Real Estate
Marketing
New Business Development
Lead Generation
Finance
Greg Smith
VP Finance - Corporate Financial Planning & Analysis
Greater Seattle Area
VP Finance - Corporate Financial Planning & Analysis
Finance Manager - Global Real Estate & Development
Senior Financial Analyst
Finance Director - Global Real Estate & Development
Financial Advisor
International Business Analysis Manager
Senior Finance Manager - Investor Relations
Finance Director - Corporate Financial Planning & Analysis
Senior Financial Analyst
Oregon State University
Recommendations: 3
Real Estate
Inventory
Payroll
Financial Accounting
Market Research
Investor Relations
Financial Analysis
Leadership
g****[email protected]
Carlton Baxter
Advertising Executive
Greater Seattle Area
Advertising Executive
Direct Marketing Advertising Sales
Advertising Sales Manager
Financial Advisor
State University of New York College at Oswego
Webster
Recommendations: 3
Marketing
Sales
Direct Marketing
Direct Mail
Management
Non-profits
Salesforce.com
Advertising
c****[email protected]
Christopher Walker
Vice President- Investments
Greater Seattle Area
Vice President- Investments
Senior Director
Senior Financial Advisor
Columbia University in the City of New York
University of California, Los Angeles
Recommendations: 3
Investments
Portfolio Management
Strategic Communications
Equities
Wealth Management
Venture Capital
Entrepreneurship
Alternative Investments
j****[email protected]
Mike Floyd
Senior Wealth Strategist
Greater Seattle Area
Senior Wealth Strategist
Owner
Licensee
Financial Advisor
Owner
Recommendations: 3
Strategy
Investments
Disability Insurance
Retirement Planning
Finance
Insurance
Wealth
Employee Benefits
m*****@pugetsoundfinancial.com
Scott Napier
Loan Coordinator
Greater Seattle Area
Loan Coordinator
Mortgage Loan Officer
Transaction Coordinator
Loan Officer Assistant
Loan Coordinator
Financial Advisor
Business Development Manager
Western Governors University
Western Governors University
Shoreline Community College
Recommendations: 3
Administration
Customer Relations
Sales Support
Mortgage Lending
Customer Service
Teamwork
Refinance
Loans
s****[email protected]
Kevin Campbell
Senior Financial Advisor
Greater Seattle Area
Senior Financial Advisor
President
Senior Financial Advisor & Chief Technology Officer
President
President
CEO
Southern Methodist University
Recommendations: 2
Entrepreneurship
Leadership
Cross-functional Team Leadership
Training
Sales
Online Marketing
Customer Service
Strategic Planning
k****[email protected]
Terry Yoo
Finance Business Intelligence Manager
Greater Seattle Area
Finance Business Intelligence Manager
Financial Advisor Intern
Senior Finance Business Intelligence Manager
Senior Finance Manager
Utility Sales Tax Intern
University of Washington
University of Washington - Michael G. Foster School of Business
Recommendations: 2
Financial Analysis
Financial Reporting
Forecasting
Financial Modeling
Essbase
Variance Analysis
Capital Budgeting
Financial Forecasting
t****[email protected]
Sandy Lee Hurst
Managing Broker
Greater Seattle Area
Managing Broker
Designated Broker/Owner
Finance Specialist/CPA
Real Estate Broker
Real Estate Broker
Certified Public Accountant
Financial Consultant
Financial Advisor
Central Washington University
Principia College
West High School, Bremerton, WA
Recommendations: 2
Real Estate
Relocation
Investment Properties
Investments
Selling
Customer Service
Short Sales
Foreclosures
s****[email protected]
Drew Gaunt, CPA
Assistant Controller
Greater Seattle Area
Assistant Controller
Accounting Manager
Revenue Accounting Manager
Senior Accountant
Senior Accountant, Revenue & Operations
Accountant, Revenue & Operations
Auditor - Intern
Assistant Financial Advisor
Central Washington University
University of Washington
Recommendations: 2
Accounting
Revenue Recognition
Variance Analysis
Excel
SAB 104
Billing
Word
Access
a****[email protected]
Christian Knudsen
Account Executive
Greater Seattle Area
Account Executive
Account Executive
Account Executive
Premise Marketing Consultant
Veteran Account Executive
Personal Financial Advisor
Account Executive
Local Sales Manager
Account Executive
Washington State University
Bellevue College
Recommendations: 2
Online Marketing
Advertising
Trade Shows
Cold Calling
Small Business
New Business Development
B2B
Marketing Strategy
c****[email protected]
Bryce Wynn
Marketing Associate
Greater Seattle Area
Marketing Associate
Financial Advisor
Financial Advisor
Sergeant
Central Washington University
Puyallup High School
Recommendations: 2
Marketing
Advertising
Event Planning
Social Networking
Sales
Relationship Management
Logistics
Salesforce.com
b****[email protected]
Jon Anderton
Trading Manager
Greater Seattle Area
Trading Manager
MBS Trader
Financial Advisor
Director, Investment Banking
Associate, Investment Banking
Analyst, Investment Banking
Analyst, Investment Banking
Seattle University
Brigham Young University
Inglemoor High School
Recommendations: 2
j****[email protected]
Mark Garretson
Systems Middleware - Sales Specialist
Greater Seattle Area
Systems Middleware - Sales Specialist
Senior Market Development Representative
Market Development Representative
Financial Advisor
Project Consultant
Development Associate
Student IT Specialist - College of Liberal Arts and Sciences
Student Technician - LAN Support Services
Intern
The University of Kansas
Edina High School
Recommendations: 2
Advertising
Sales
Client Rapport
Customer Retention
Customer Acquisition
Customer Satisfaction
Customer Service
Sales Management
m****[email protected]
m****[email protected]
Justin MBA
Company Name
Liberty Mutual Insurance
Greater Seattle Area
Company Name
Liberty Mutual Insurance
Principal Agent
Principal Agent
Financial Advisor internship
Inside Sales Representative
Boise State University
California State University San Marcos
Recommendations: 2
h****[email protected]
Elena CFA®
Owner
Greater Seattle Area
Owner
Vice President
Budget Analyst
Financial Advisor
CFA Institute
Northern Arizona University, College of Business Administration
Recommendations: 2
Valuation
Investments
Portfolio Management
Forecasting
Mergers & Acquisitions
Real Estate
Due Diligence
Analysis
e****[email protected]
Marc Delphine, MBA
CEO
Greater Seattle Area
CEO
Client
Financial Advisor
AGENT
Life Insurance
Financial Advisor
Owner, CEO Equality Funds
George Fox University
Recommendations: 2
Retirement Planning
Strategic Financial Planning
Investments
Life Insurance
Retirement
Insurance
Financial Advisory
Securities
m****[email protected]
Kelly Daniels
Account Director
Greater Seattle Area
Account Director
Account Director, Client Development
Account Supervisor, Client Development
Senior Digital Account Manager, Advertising Services
Digital Account Manager, Advertising Services
Financial Advisor
University of Washington
Seattle Prep
Recommendations: 1
Analytics
Fundraising
Customer Service
New Business Development
Marketing Strategy
Online Advertising
Project Management
Marketing
k****[email protected]
k****[email protected]
Steve Ulmer
Program Manager/Course Director
Greater Seattle Area
Program Manager/Course Director
Vice President of International Sales
Financial Advisor
University of Pittsburgh
North Hills High School
Recommendations: 1
Strategy
New Business Development
Sales Management
Selling
Team Building
International Sales
Product Development
Marketing Strategy
s****[email protected]
Daniella Dale
Mortgage Consultant
Greater Seattle Area
Mortgage Consultant
Wealth Management Lending Officer
Business Development Financial Advisor
Recommendations: 1
Refinance
Mortgage Lending
Investment Properties
Mortgage Banking
FHA
Loan Origination
USDA
VA loans
d****[email protected]
Aimée CFA
Senior Vice President
Greater Seattle Area
Senior Vice President
Financial Advisor
Vice President & Associate Portfolio Manager
Research Associate / Intern
Seattle University
Shorewood High School
Recommendations: 1
Portfolio Management
Alternative Investments
Estate Planning
High Net Worth Individuals
Holistic Financial Planning
Income for Life
Executive Benefit Strategies
Life Planning
a*****@mwboone.com
Sterling CFA
Corporate Accounting and Financial Advisor
Greater Seattle Area
Corporate Accounting and Financial Advisor
Director, Investor Relations and Finance
Manager, Corporate Finance
Chief Financial Officer
Research Associate
Operations Resource Manager
President
Sr. Vice President & CFO | Risk & Insurance Lead | IT Lead | HR Lead
Finance Advisor
Vice President
Division CFO
VP & CFO, Harley Marine Services
Investment Banking Associate
Executive Vice President, Chief Financial Officer
Georgetown University
US Coast Guard Academy
Recommendations: 1
Financial Modeling
Mergers
Economics
Energy
Logistics
Valuation
Budgets
Corporate Finance
s****[email protected]
Gene Kelly Barner
Financial Advisor
Greater Seattle Area
Financial Advisor
Financial Consultant, Retirement Planning Specialist
Financial Advisor
Naval Flight Officer (NFO)
Naval Flight Officer
University of Pennsylvania - The Wharton School
Saint Leo University
Recommendations: 1
Retirement Planning
Protection
Financial Planning
Annuities
Wealth Management
g****[email protected]
Stuart McGehee
Principal
Greater Seattle Area
Principal
Principal
President & Founder
Financial Advisor
Senior Vice President
Senior Vice President
Vanderbilt University - Owen Graduate School of Management
University of Virginia
Recommendations: 1
Financial Planning
Wealth Management
Asset Class Investing
Cashflow Analysis
Investment Strategies
Asset Management
Estate Planning
Asset Allocation
Ron Lachini
Owner / President
Greater Seattle Area
Owner / President
Wealth Advisory / Financial Advisor
Financial Advisor
Manager - Business Development
District Manager
University of Washington, Michael G. Foster School of Business
University of California, Davis
Recommendations: 1
Series 7
Wealth Management
Retirement Planning
Asset Allocation
Investments
Portfolio Management
Strategic Financial Planning
Wine
l****[email protected]
Cindy Main
Senior Inside Sales Consultant
Greater Seattle Area
Senior Inside Sales Consultant
Key Account Manager
Finanical Advisor/Recruiter
KCC Slum Project Manager/Volunteer in Kenya, Africa
Financial Advisor
Oregon State University
Recommendations: 1
Disability Insurance
Marketing
Customer Service
Retirement Planning
Fixed Annuities
Fundraising
Sales
Management
c****[email protected]
Jeff Zanatta
Cook
Greater Seattle Area
Cook
Client Advisor and CFP®
CFP®/Senior Financial Advisor
Client Service Manager
Le Cordon Bleu
College for Financial Planning
Washington State University - College of Business and Economics
University of Washington
Recommendations: 1
International Relations
Financial Analysis
Small Business
Event Planning
Team Building
Entrepreneurship
Leadership
Microsoft Word
j****[email protected]
Courtney Meyer
Chief Development Officer
Greater Seattle Area
Chief Development Officer
Financial Advisor
Director of Recruiting
California State University-Sacramento
Recommendations: 0
c****[email protected]
c****[email protected]
Richard Grunder
Executive Director
Greater Seattle Area
Executive Director
Member, Board of Trustees
Board of Directors
Director
Partner
Financial Advisor
Financial Advisor
University of Dayton
Recommendations: 0
Series 7
Finance
Risk Management
Financial Modeling
Investments
Alternative Investments
Asset Management
Estate Planning
r****[email protected]
Jamie Frisone CFP®
Regional Vice President
Greater Seattle Area
Regional Vice President
Complex Director
Field Vice President
District Manager
Financial Advisor
Plymouth State University
Pinkerton Academy
Recommendations: 0
401k
Asset Allocation
Change Management
Leadership Development
Asset Management
Coaching
Customer Service
Employee Benefits
j****[email protected]
Richard Toban, CLU, LUTCF, CLTC
Health Insurance Advisor
Greater Seattle Area
Health Insurance Advisor
Financial Advisor
Insurance Agent
Insurance Agent
Rabbi / Educator
San Diego State University
University of California, San Diego
Recommendations: 0
401(k), 403(b), SEP & Simple IRAs
Annuities (Variable & Fixed)
Asset Allocation
Business Continuation Strategies
Business Overhead Expense
Buy-Sell Agreements
Buy-Sell Review
Charitable Giving
t*****@seattlekollel.org
r****[email protected]
Katie Wathen
Wholesaler
Greater Seattle Area
Wholesaler
Financial Advisor
Account Executive- External Wholesaler
Internal Wholesaler
Recommendations: 0
Series 7
Asset Management
Finance
Salesforce.com
New Business Development
Sales Presentations
Mutual Funds
Investments
k****[email protected]
Chad Balcom
Regional Director - Oregon
Greater Seattle Area
Regional Director - Oregon
Internal Wholesaler
Client Executive
Key Account Consultant
Associate Client Executive - Defined Contribution/Retirement
Separate Accounts Specialist
Defined Contribution/Retirement Specialist
Investment Department Manager
Financial Advisor
Teller
Pacific Lutheran University
Recommendations: 0
c****[email protected]
Lorilee Wells
Financial Advisor
Greater Seattle Area
Financial Advisor
Operations Manager
Recommendations: 0
Mutual Funds
Portfolio Management
Investments
Securities
Asset Management
Wealth Management
Equities
Strategic Financial Planning
l****[email protected]
John Arthur
Co-Owner, Treasurer & Director of Operations
Greater Seattle Area
Co-Owner, Treasurer & Director of Operations
General Counsel & Corporate Secretary
Legal Extern
Legal Assistant
Financial Advisor
Seattle University School of Law
Miami University
Recommendations: 0
j****[email protected]
a****[email protected]
Tiffani Lee-Kumabe
Financial Advisor
Greater Seattle Area
Financial Advisor
Operations & Compliance Director
Registered Client Service Associate
University of Washington
Lake Oswego High School
Lake Oswego High School
Recommendations: 0
t****[email protected]
Colin Simon, CRPS®
Financial Advisor
Greater Seattle Area
Financial Advisor
Marketing Executive
Marketing Executive at The Daily
Marketing Executive
University of Washington
Bellingham High School
Sehome High School
Recommendations: 0
c****[email protected]
Leo van Dorp
Vice President
Greater Seattle Area
Vice President
Financial Advisor
SVP Business Development
Principal and SVP Business Development
Director Consumer Programs
SVP Business / International Development
VP the Americas & Japan
Director Marketing Finance
(Sr.) Currency Manager, then Manager M&A
Captain, Medical Troops
Tilburg University
Rotterdam School of Management, Erasmus University
VU University Amsterdam
Recommendations: 0
v****[email protected]
A. Sean Bailey, CFP®
Financial Advisor
Greater Seattle Area
Financial Advisor
Registered Principal
College for Financial Planning
University of Washington
University of Washington, Michael G. Foster School of Business
Recommendations: 0
s****[email protected]
Jason Dray
Vice President
Greater Seattle Area
Vice President
Regional Wholesaler
Financial Consultant
Financial Advisor
Merchandiser
Investment Representative
Lead Merchandiser
Lead Merchandiser
Merchandiser
University of Wyoming
Recommendations: 0
Investments
Finance
Sales
Customer Service
Insurance
Marketing
Training
Mutual Funds
j****[email protected]
Faustina Guzman-Trump
Senior Managing Partner
Greater Seattle Area
Senior Managing Partner
President
Financial Advisor
University of Nevada-Las Vegas
Recommendations: 0
Bilingual-English/Spanish
Real Estate
Program Management
Leadership
Investment Properties
Customer Service
Real Estate Transactions
Selling
f****[email protected]
Jerry Bosch
Senior Vice President - Financial Advisor, Consulting Group
Greater Seattle Area
Senior Vice President - Financial Advisor, Consulting Group
Senior Vice President, Investments
Financial Advisor
Public Accounting
University of Washington
Gonzaga Prep
Recommendations: 0
j****[email protected]
Ethan Waterman
Financial Advisor Associate
Greater Seattle Area
Financial Advisor Associate
Private Wealth Management Foundations Program Associate
Asset Manager Research Intern | Private Wealth Management
Corporate Broking Intern
Honor Caddie
Marquette University
Recommendations: 0
Asset Allocation
Financial Planning
Retirement Planning
Insurance Planning
Portfolio Management
401k Rollovers
Employee Stock Options
Social Networking
e****[email protected]
Vinoth Kumar
Web Developer
Greater Seattle Area
Web Developer
Intern
Chief Executive Officer
Software Engineer Intern
Financial Advisor
Software Engineer
Software Developer Intern
Teaching Assistant
Software Engineer
Software Engineer
New York University
Velammal Engineering College
Velammal Matriculation Higher Secondary School, Chennai
Recommendations: 0
C++
Java
Entrepreneurship
C
HTML
SQL
Leadership
ASP.NET
v****[email protected]
Marshall Weintraub
Financial Advisor
Greater Seattle Area
Financial Advisor
Associate
Intern
Intern
Intern
Intern
Intern
University of Washington, Michael G. Foster School of Business
Recommendations: 0
m****[email protected]
Kathryn Garrison
Executive Committee Member
Greater Seattle Area
Executive Committee Member
Senior Financial Advisor
Senior Financial Advisor
Member, Estate and Gift Planning Council
Member, Planned Giving Council
President
Planned Giving Officer
Account Executive
Stanford University
St. Mary's Episcopal School
Recommendations: 0
Asset Management
Financial Planning
Retirement Planning
Non-profits
Charities
Wealth Management
Investment Advisory
Insurance Planning
k****[email protected]
k****[email protected]
Brook Anderson
Financial Advisor
Greater Seattle Area
Financial Advisor
Divisional Vice President, Financial Planning & Analysis
AVP Corporate Development
Director of Financial Planning & Analysis
Corporate Finance Director
Civil Engineer
Civil Engineer
Seattle University
Washington State University
Recommendations: 0
Financial Modeling
Forecasting
Strategic Planning
Finance
Mergers & Acquisitions
Leadership
Cross-functional Team Leadership
Analysis
Joshua Showers
Manager, Business Development
Greater Seattle Area
Manager, Business Development
Regional Sales Manager
Account Executive
Financial Advisor
University of Washington
South Kitsap High School
Recommendations: 0
Sales
Business Development
CRM
Managed Care
Marketing
Management
Healthcare
Account Management
j****[email protected]
James Reinke
Manager, Financial Planning
Greater Seattle Area
Manager, Financial Planning
Financial Advisor, CFP®
West Chester University of Pennsylvania
University of Washington
Recommendations: 0
j****[email protected]
Kevin Kepler
Financial Advisor
Greater Seattle Area
Financial Advisor
Financial Services Professional
Buyers Assistant
Unit Director
Owner
Suites & Clubs Services Coordinator
Head Concierge
Recommendations: 0
Leadership
Investments
Mutual Funds
Team Building
Training
Event Planning
Budgets
Management
k****[email protected]
Valery (Val) Gurin
Financial Advisor, Vice President - Wealth Management
Greater Seattle Area
Financial Advisor, Vice President - Wealth Management
President
Financial Advisor
Warner Pacific College
College for Financial Planning
Recommendations: 0
v****[email protected]
Dan Halos, ChFC®, CLU®
Principal & Financial Strategist
Greater Seattle Area
Principal & Financial Strategist
Regional Vice President
Financial Advisor
Knowledge Specialist
Health Plan Information Analyst
Urgent Care Medical Assistant
Eye Bank Technician
The American College of Financial Services
The American College of Financial Services
University of Washington
Rogers High School
Recommendations: 0
Strategic Financial Planning
Employee Benefits
Succession Planning
Retirement Income Strategies
Estate Planning Strategies
Wealth Management
Retirement Planning Strategies
Executive Benefit Strategies
d****[email protected]
d****[email protected]
Matthew Stewart
Operations Clerk
Greater Seattle Area
Operations Clerk
Co-Founder
Financial Advisor
Director Of Strategic Partnerships & Sales
Financial Wholesaler
Director of Sales
Recommendations: 0
Management
Finance
Sales
Strategic Planning
Cloud Computing
m****[email protected]
Tokusan Svenson, CFP® 苏德山
Registered Client Associate
Greater Seattle Area
Registered Client Associate
Real Estate Broker
Financial Advisor, Global Wealth Management Group
Registered Brokerage Associate
Housing Counselor II
Certified Credit Counselor
Project Manager
Project Manager
Project Associate
Program Coordinator
Partner
Boston University
National Taiwan Normal University
Boston University
University of International Business and Economics
University of Washington
Recommendations: 0
Real Estate
Financial Planning
Series 7
Series 66
Series 31
Certified Financial Planner
International Project Management
International Events
t****[email protected]
Mike Eberly
Financial Advisor
Greater Seattle Area
Financial Advisor
Financial Advisor
Banker
Timber Operations Manager
Forester
Combat Engineer
University of Alaska Anchorage
Saint Martin's University
Hocking College
Recommendations: 0
m****[email protected]
Amani Y. Harris
Financial Advisor - Second Vice President - Portfolio Manager
Greater Seattle Area
Financial Advisor - Second Vice President - Portfolio Manager
Seattle Pacific University - School of Business and Economics
Cameron University
Recommendations: 0
a****[email protected]
Joseph A. Ficarra
Financial Consultant
Greater Seattle Area
Financial Consultant
Financial Advisor
Investment Manager
Owner The Wilderness at Silver Dollar City
Financial Advisor
Gordon College
Recommendations: 0
j****[email protected]
Matthew VanBeek C(k)P
Financial Advisor - Senior Portfolio Advisor
Greater Seattle Area
Financial Advisor - Senior Portfolio Advisor
Washington State University - College of Business and Economics
Recommendations: 0
Wealth Management
Financial Analysis
Investments
Retirement Planning
Strategic Financial...
Portfolio Management
Asset Allocation
Asset Managment
m****[email protected]
Diane CFA
Vice President, Equity Research Analyst
Greater Seattle Area
Vice President, Equity Research Analyst
Senior Equity Analyst - PWM Value Equity Research
Senior Vice President, Financial Advisor
Managing Director of Investment Banking
Portfolio Manager of Capital Management
Managing Director, Equity Institutional Sales
Director, Investment Analyst
Washington State University - College of Business and Economics
Recommendations: 0
Equities
Venture Capital
Portfolio Management
Equity Valuation
Wealth Management
Research
Investments
Valuation
d****[email protected]
Lara Lassila
Senior Finance Manager
Greater Seattle Area
Senior Finance Manager
Manager Channel Strategy
Financial Advisor
AVP, Strategy & Business Development
Statistician, Retail Distribution Strategy
Pricing Analyst
MBA Intern
Biology Teacher
Chemistry Teacher
Doctoral Student Researcher
RESEARCH TECHNICIAN
University of Washington, Michael G. Foster School of Business
University of California, San Diego
University of Oregon
Grant
Recommendations: 0
Strategic Planning
Business Development
Management
Strategy
Business Analysis
Project Management
Financial Modeling
Analysis
l****[email protected]
Tony Limbaugh
Investment Consultant
Greater Seattle Area
Investment Consultant
Financial Consultant
Financial Advisor
Financial Consultant
Oregon State University
Recommendations: 0
Series 7
Wealth Management
Securities
Retirement Planning
Investments
Series 63
Financial Services
Mutual Funds
t****[email protected]
Julia Cossé
Financial Advisor
Greater Seattle Area
Financial Advisor
Postdoctoral Researcher
California Institute of Technology
Caltech
Ecole polytechnique
Recommendations: 0
j****[email protected]
Scott McQuistan
Director - Regional Sales Manager
Greater Seattle Area
Director - Regional Sales Manager
Financial Advisor
University of Florida
Drake University
Iowa State University
Recommendations: 0
Marketing Strategy
Process Improvement
Investments
Financial Analysis
Credit
Strategy
Mortgage Lending
Series 7
s****[email protected]
s****[email protected]
Richard Tilley
Senior ERP Applications Consultant
Greater Seattle Area
Senior ERP Applications Consultant
Account Manager
VP, Operations Planning, Analysis & Engineering
Director of Supply Chain Operations, Analytics, and Planning
Senior Manager, Inventory Planning & Analysis
Senior Supply Chain Program Manager
Senior Manager, Technical Account Management
Financial Advisor
Income Tax Analyst
VP, Operations Planning & Network Optimization
Customer Service Site Director
Director - Operations, Sales, and Finance
Western Washington University
Gig Harbor High School
Recommendations: 0
Business Development
Leadership
Strategic Planning
Supply Chain Management
E-commerce
Project Management
Product Management
Managerial Finance
r****[email protected]
Patrick Fabish
Senior Tax Consultant
Greater Seattle Area
Senior Tax Consultant
Student
Legal Intern
Contract Manager Intern
Teaching Assistant: First Year Contracts
Legal Intern
Legal Intern
Auditor
Financial Advisor
University of Washington
Seattle University
Recommendations: 0
f****[email protected]
John Garvin
Principal
Greater Seattle Area
Principal
VP of Finance
Licensed Financial Representative
Financial Advisor
Washington State University
Recommendations: 0
j****[email protected]
Ruirui Wang
Financial Advisor
Greater Seattle Area
Financial Advisor
University of Missouri-Columbia
Shandong University
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Adobe Photoshop
HTML
Java
JavaScript
r*****@mail.missouri.edu
Devin Marcus
Territory Sales Manager
Greater Seattle Area
Territory Sales Manager
Clinical Specialist Representative
Sales Rep
Financial Advisor
Northwest University
Tacoma Community College
Recommendations: 0
Orthopedic
Capital Equipment
Surgeons
Sales Operations
OB/GYN
Surgery
Selling
Hospitals
d****[email protected]
Mason Choy
Finance Analyst
Greater Seattle Area
Finance Analyst
Business Analyst
Business Consultant
Office Technical Assistant
Information Analyst Intern
Peer Financial Advisor
Audit Associate Intern
Stanford Center for Professional Development
University of Notre Dame - Mendoza College of Business
The Hong Kong University of Science and Technology
University of Hawaii - College of Business Administration
Iolani School
Recommendations: 0
Financial Analysis
Project Management
Microsoft Office
Auditing
Analysis
Microsoft Excel
Management
Data Analysis
m****[email protected]
Dan Kronmal, CFBS
Wealth Management Advisor
Greater Seattle Area
Wealth Management Advisor
Financial Advisor
President
Intern
Director of Post
Sales
University of Washington, Michael G. Foster School of Business
Recommendations: 0
Disability Insurance
Life Insurance
401k
Investments
Long Term Care Insurance
Retirement Planning
IRAs
Fixed Annuities
d****[email protected]
Kris Schilperoort
Financial Advisor
Greater Seattle Area
Financial Advisor
Financial Advisor
Financial Advisor
University of Washington
University of Washington
San Jose State University
Recommendations: 0
i****[email protected]
k****[email protected]
Tully McGowan, CFA
Vice President, Financial Advisor
Greater Seattle Area
Vice President, Financial Advisor
Recommendations: 0
t****[email protected]
Jason Overleese
Senior Financial Advisor
Greater Seattle Area
Senior Financial Advisor
Limited Partner
Financial Strategy Development - Tactical and Strategic
Senior Executive
Managing Member
FINRA SERIES 6, 63, 65
Western Washington University
Seattle Prep
Recommendations: 0
Financial Needs Analysis
Asset Allocation
401k
Income Protection
Roth IRA
Estate Planning
Variable Annuities
Fixed Annuities
j****[email protected]
Don Steffins
Financial Advisor
Greater Seattle Area
Financial Advisor
Financial Advisor
Financial Advisor
Central Washington University
Recommendations: 0
d****[email protected]
Sam Thomassen
CFO & VP of Operations
Greater Seattle Area
CFO & VP of Operations
Co-Founder & CEO
Fiduciary Investment Manager & Financial Planner
Financial Advisor
Director Business Development
District Sales Manager
Branch Owner
The Evergreen State College
Recommendations: 0
Investments
Strategic Financial Planning
Portfolio Management
Management
Business Development
Finance
401k
Strategic Planning
s****[email protected]
s*****@upsiid.com
Jason CFA
VP, Senior Portfolio Manager
Greater Seattle Area
VP, Senior Portfolio Manager
Financial Advisor
Assoc Portfolio Manager and Analyst
Assoc Portfolio Manager
University of Washington
Olympic College
Recommendations: 0
Portfolio Management
Investments
Asset Management
Strategic Financial Planning
Finance
Wealth Management
Financial Analysis
Loans
j****[email protected]
Jonathan McVety
Branch Manager - Financial Advisor
Greater Seattle Area
Branch Manager - Financial Advisor
Supply Chain Manager & CEO
Supply Chain Manager & CEO
National Sales Manager
Sales Manager
Thunderbird School of Global Management
Simon Fraser University
Trinity Western University
Recommendations: 0
Strategic Planning
Leadership
Management
Team Building
Strategy
Business Development
Sales
Start-ups
j****[email protected]
Dustin Brumbaugh, CFA
Vice President, Financial Advisor
Greater Seattle Area
Vice President, Financial Advisor
Board Member
SVP, Director of IIG Research
SVP, Director of Research
VP, Equity Research Analyst
Research Associate
University of Washington
Recommendations: 0
Series 7
Investment Strategies
Financial Modeling
Investment Management
Equities
Valuation
Portfolio Management
Leadership
d****[email protected]
Paula Fedirchuk, CFP®, AAMS®
Financial Advisor
Greater Seattle Area
Financial Advisor
Senior Engineer
College for Financial Planning
Texas A&M University
Queen's University
Recommendations: 0
p****[email protected]
Eric Smith
Senior Financial Advisor
Greater Seattle Area
Senior Financial Advisor
Board Member
Member/Participant
Founder, Director of Strategy & Advisory Services
Member, Finance Committee
College for Financial Planning
Fi360 Center for Fiduciary Studies
California State University-Dominguez Hills
Recommendations: 0
e****[email protected]
e****[email protected]
Gregory Hauth
Financial Advisor
Greater Seattle Area
Financial Advisor
Board Member
Vice President, Wealth Management
Financial Advisor
Licensing Officer
Lieutenant
University of Washington, Michael G. Foster School of Business
University of Notre Dame
Hanford High School
Recommendations: 0
Investments
Investment Strategies
Financial Advisory
Insurance
Financial Analysis
Financial Modeling
Asset Allocation
Retirement Planning
g****[email protected]
Stephen Rouner
Financial Advisor
Greater Seattle Area
Financial Advisor
Seattle Pacific University
Recommendations: 0
s****[email protected]
Don Stout
Financial Advisor
Greater Seattle Area
Financial Advisor
Partner
Managing Director
Senior Financial Analyst
Financial Analyst
Pacific Lutheran University
University of Idaho
Recommendations: 0
Retirement Planning
529 Plans
401(k)s
Roth IRA
Traditional IRA
Common Stock
Municipal Bonds
Mutual Funds
d****[email protected]
Steve Orchekowsky ChFC®, CLU®, CMFC®
Regional Sales Director, Northwest Region
Greater Seattle Area
Regional Sales Director, Northwest Region
Vice President, Wealth Management & Financial Advisor
Regional Director, Workplace Retirement, West Region
Regional Director, Workplace Retirement, West Region
Senior Benefit and Planning Counselor
Information Technologist
Account Executive
Financial Services Professional-Financial Advisor
The American College
College for Financial Planning
Northwest University
Recommendations: 0
Wealth Accumulation Strategies
Estate Planning
Asset Allocation
Brokerage Accounts
401 (k), 403 (b), SEP & Simple IRAs
Variable Annuities
Roth IRA
Traditional IRA
s****[email protected]
Matthew Morgan
Sales Area Manager - Existing Business
Greater Seattle Area
Sales Area Manager - Existing Business
Business Development Manager
Financial Advisor
Asst Sales Manager
Founder
Sales/ Marketing Director
Japan Business Development Manager
University of Washington, Michael G. Foster School of Business
Brigham Young University
Recommendations: 0
Wellness
Fitness
Nutrition
Personal Training
Customer Service
Fitness Training
Lifestyle
Social Media
m****[email protected]
Brian Van Houten, CRPC®
Financial Advisor
Greater Seattle Area
Financial Advisor
Board Vice President
President of the Board
Steering committee member
Financial Advisor
Manager, Training and Compliance
College for Financial Planning
University of Puget Sound
Highline Community College
Recommendations: 0
b****[email protected]
Bart Wenstrom
Investment Operations
Greater Seattle Area
Investment Operations
Operations Program Manager - Capabilities
Sr. Credit Manager - North America
Credit Manager - EMEA
Senior Collections Analyst
Financial Advisor
Business Analyst
Farm Production
University of Washington, Michael G. Foster School of Business
Northwestern University
Recommendations: 0
Finance
Process Improvement
Cross-functional Team Leadership
Financial Modeling
Analytics
Program Management
Analysis
Credit
b****[email protected]
Shane Klingenstein
Financial Advisor
Greater Seattle Area
Financial Advisor
Metro Parks
Farmer
University of Idaho
Eastern Washington University
Recommendations: 0
s****[email protected]
Lars Gouwerok
Regional Vice President
Greater Seattle Area
Regional Vice President
Senior Internal Wholesaler, Team Lead
Financial Advisor
University of Washington
Recommendations: 0
Banking
Budgets
Direct Marketing
Finance
Fixed Annuities
Insurance
Investments
Management
l****[email protected]
