Resumes
Resumes
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Managing Principal
View pageLocation:
Seattle, WA
Industry:
Financial Services
Work:
Lucid Advisors, Inc. - Greater Seattle Area since Oct 2010
Managing Principal
Lucid Advisors, Inc. - Greater Seattle Area May 2001 - Oct 2010
Principal
LucidHR, Inc. - Greater Seattle Area Feb 2000 - Aug 2001
Chief Operating Officer, Treasurer
Piper Jaffray Sep 1992 - Feb 2000
Analyst/Portfolio Manager, Retirement Services Group
Managing Principal
Lucid Advisors, Inc. - Greater Seattle Area May 2001 - Oct 2010
Principal
LucidHR, Inc. - Greater Seattle Area Feb 2000 - Aug 2001
Chief Operating Officer, Treasurer
Piper Jaffray Sep 1992 - Feb 2000
Analyst/Portfolio Manager, Retirement Services Group
Education:
University of Washington 1990 - 1994
BA, Business: Finance
BA, Business: Finance
Skills:
Financial Services
Investments
Management
Portfolio Management
Financial Advisory
Investment Management
Retirement
Asset Management
Due Diligence
Mutual Funds
Finance
Investments
Management
Portfolio Management
Financial Advisory
Investment Management
Retirement
Asset Management
Due Diligence
Mutual Funds
Finance
Certifications:
Accredited Investment Fiduciary® (Aif®)
Certified Behavioral Finance Analyst
Certified Behavioral Finance Analyst