Resumes
Resumes
President
View pageLocation:
Seattle, WA
Industry:
Investment Management
Work:
Anacapa, LLC since Apr 2006
President
Bristlecone Advisors, LLC Apr 2003 - Apr 2006
Principal
Russell Investments Apr 2001 - Apr 2003
Manager, High Net Worth Programs
US Trust Apr 2000 - Apr 2001
Vice President
Russell Investment Group 1993 - 2000
Research Analyst
President
Bristlecone Advisors, LLC Apr 2003 - Apr 2006
Principal
Russell Investments Apr 2001 - Apr 2003
Manager, High Net Worth Programs
US Trust Apr 2000 - Apr 2001
Vice President
Russell Investment Group 1993 - 2000
Research Analyst
Education:
University of Puget Sound 1989 - 1993
Bachelor of Arts (B.A.), Finance, General Clover Park HS 1986 - 1989
Bachelor of Arts (B.A.), Finance, General Clover Park HS 1986 - 1989
Skills:
Asset Management
Asset Allocation
Investments
Portfolio Management
Investment Management
Alternative Investments
Investment Strategies
Hedge Funds
Mutual Funds
Investment Advisory
Financial Advisory
Capital Markets
Wealth Management
Valuation
Trading
Equities
Fixed Income
Private Equity
Bloomberg
Due Diligence
Emerging Markets
Venture Capital
Series 7
Financial Markets
Derivatives
Commodity
Asset Managment
Equity Research
Risk Management
Quantitative Analytics
Asset Allocation
Investments
Portfolio Management
Investment Management
Alternative Investments
Investment Strategies
Hedge Funds
Mutual Funds
Investment Advisory
Financial Advisory
Capital Markets
Wealth Management
Valuation
Trading
Equities
Fixed Income
Private Equity
Bloomberg
Due Diligence
Emerging Markets
Venture Capital
Series 7
Financial Markets
Derivatives
Commodity
Asset Managment
Equity Research
Risk Management
Quantitative Analytics
Interests:
Social Services
Water and Energy Scarcity
Economic Empowerment
Civil Rights and Social Action
Impact Investing
Animal and Plant Quality of Life
Infrastructure and Resource Development
Poverty Alleviation
Water and Energy Security
Disaster and Humanitarian Relief
Human Rights
Food
Water and Energy Scarcity
Economic Empowerment
Civil Rights and Social Action
Impact Investing
Animal and Plant Quality of Life
Infrastructure and Resource Development
Poverty Alleviation
Water and Energy Security
Disaster and Humanitarian Relief
Human Rights
Food
Certifications:
Series 7 (Inactive)
Series 66 (Inactive)
Nasaa
Series 66 (Inactive)
Nasaa