Akt Cpas, Advisors, Consultants
Retirement Plan Consultant
Northwest Capital Management, Inc. Mar 2013 - Jun 2017
Consultant
Northwest Capital Management, Inc. Jun 2016 - Jun 2017
Consultant and Portfolio Manager
Northwest Capital Management, Inc. Aug 2008 - Mar 2013
Investment Analyst
Aug 2008 - Mar 2013
Retirement Plan
Education:
George Fox University 2012 - 2014
Master of Business Administration, Masters
Charles H. Lundquist College of Business 2004 - 2008
Bachelors, Bachelor of Science, Business Administration, Entrepreneurship, Finance
University of Oregon 2004 - 2008
Bachelors, Bachelor of Science, Entrepreneurship, Finance
Skills:
Investments Portfolio Management Financial Analysis Analysis Customer Service Mutual Funds Financial Modeling Marketing Management Microsoft Excel Asset Management Research Asset Allocation Valuation Leadership Sales Excel Microsoft Office Retirement Planning Budgeting Investment Strategies Asset Managment