Northwest Investment Advisors
Registered Representative
Signator Investors, Inc. May 2016 - May 2018
Registered Representative
Transamerica Financial Advisors, Inc. Jan 2002 - May 2016
Registered Representative and Branch Manager
Quantum Solutions Jan 2002 - May 2016
President
Education:
University of Washington 1967 - 1970
Bachelors, Bachelor of Arts, Marketing, Finance
Shorecrest High School 1962 - 1966
Skills:
Investments Retirement Planning Wealth Management Estate Planning Financial Advisory Finance Insurance Mutual Funds Financial Planning Strategic Planning Financial Services Retirement Small Business Business Planning Strategic Financial Planning Asset Allocation Asset Management Series 7 Management Leadership Wealth Portfolio Management 401K Disability Insurance Life Insurance Investors Trading
Certifications:
Chartered Financial Consultant Chartered Life Underwriter The American College
Cisco Systems - Seattle, WA since Mar 2013
Manager, Systems Engineering
Cisco Systems - Bellevue, WA Jun 2007 - Mar 2013
Systems Engineer
New Edge Networks an Earthlink Company - Vancouver, WA Mar 2004 - Jun 2007
Manager, Sales Engineering
N2N Technologies - Vancouver, WA Oct 2001 - Mar 2004
Network Architect
Nortel - Lake Oswego, OR Dec 2000 - Oct 2001
Senior Sales Engineer
Skills:
Voip Cisco Technologies Ip Mpls Unified Communications Telecommunications Cloud Computing Network Design Security Data Center Managed Services Solution Selling Tcp/Ip Ccna Pre Sales Networking Virtualization Integration Co Location Solution Architecture Routing Network Architecture Saas Network Engineering Wireless Ethernet Ccda System Administration Product Marketing Dsl T1 Wan Network Security Qos Program Management Routers Start Ups Ccvp Sip Trunking Frame Relay Cisco Routers Cross Functional Team Leadership Telephony Switches Lan Wan Sip Atm Networks Cisco Ios Metro Ethernet It Management
Interests:
Skiing Traveling Wine Making Flying New Technologies Photography Sailing Acoustic Guitar Building Wine