Top Financial Services in Greater Seattle Area

Joni Barrott
Sr. Director of Customer Service
Greater Seattle Area
Sr. Director of Customer Service
Customer Service Executive Consultant
Sr. Director of Customer Support
Global Credit and Collections Manager, Customer Financial Services
Vice President and Manager of Customer Service
Executive Director of Operations
Credit Manager
Credit Manager
University of Washington, Michael G. Foster School of Business
Gustavus Adolphus College
Recommendations: 30
Cross-functional Team Leadership
Operational Excellence
E-commerce
Customer Service
Program Management
Project Management
Start-ups
Social Media
Karin Thompson Brown
Director Enterprise Project Management
Greater Seattle Area
Director Enterprise Project Management
Senior Management Consultant
Sr Manager Organizational Change Management Communications
Deputy Director, Strategy, Planning & Management for Global Policy & Advocacy
Senior Strategy and Management Consultant
FVP, Enterprise Portfolio Manager
Senior Vice President, Enterprise Risk Process Group
Manager, Capital Markets Strategic Analysis and Business Development
Manager, Process Management WaMu Corporate Consulting Services
Manufacturing and Automotive Global Knowledge Manager
Manager, Business Process Outsourcing and Contract Financial Services
Controller
Regis University
Fuller Theological Seminary
Recommendations: 27
Project Portfolio Management
Operational Excellence
Governance
Financial Services
Portfolio Management
Business Process Improvement
Risk Management
Financial Modeling
Derek Warren
Sr. Commercial Sales Executive - Financial Services
Greater Seattle Area
Sr. Commercial Sales Executive - Financial Services
Corporate Sales
Regional Sales Manager
Inside Sales Account Executive
Recommendations: 21
Katie Yip
Business Analyst, Financial Services
Greater Seattle Area
Business Analyst, Financial Services
Technical Recruiter, Executive Recruiting
Senior Technical Leadership Recruiter
Senior Executive Recruiter, Tech Executive Recruiting
Senior Technical Recruiter, Executive Recruiting
Recruiter, Finance & Accounting
Principal Executive Recruiter, Tech Executive Recruiting
Technical Recruiter
The Hong Kong University of Science and Technology
Fudan University
Ying Wa Girls' School, Hong Kong
Recommendations: 17
Recruiting
Human Resources
Technical Recruiting
Interviews
Strategy
Analysis
IT Recruitment
Strategic Planning
Susan Casella
Director of Marketing and Customer Success Operations
Greater Seattle Area
Director of Marketing and Customer Success Operations
Senior Manager, Product Marketing
Senior Product Marketing Manager
Senior Marketing Manager, Networked Fitness
Marketing Manager, Financial Services
Integrated Marketing Communications Manager
New York University
New York University
Recommendations: 16
Content Development
Demand Generation
Copywriting
Lead Generation
Sales Enablement
SaaS
Enterprise Software
Integrated Marketing
Nicholas (Nick) Shin
Product Marketing Manager, Amazon credit program
Greater Seattle Area
Product Marketing Manager, Amazon credit program
Owner/Manager
Product Marketing Manager, Amazon credit program
Acquisitions Online Marketing Manager, PayPal/eBay credit program
Search Engine Marketing (SEM) and Social Media Manager
Marketing Manager
Marketing Analyst - Financial Services
Purdue University - Krannert School of Management
Recommendations: 16
Wordpress
Omniture
SEO
Digital Marketing
Direct Mail Campaigns
Goldmine
Email Marketing
Social Media Marketing
Diane Novak
SVP, Chief Compliance Officer | Fair Lending Officer | Banking | Lending | Investments | Insurance
Greater Seattle Area
SVP, Chief Compliance Officer | Fair Lending Officer | Banking | Lending | Investments | Insurance
Second Edition Author | Compliance Education
Senior Director of Compliance, Corporate Compliance | Banking | Broker Dealer | Investment Advisory
SVP, Chief Compliance Officer | Banking | Trust | Lending | IA | BD | Insurance
Company Name Toyota Financial Services
Regis University
Seattle University
Cannon Trust Institute
Recommendations: 15
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
Jeannie M. Larrea
Consulting Project Manager
Greater Seattle Area
Consulting Project Manager
Forensic Discovery Manager
Practice Support Manager
General Manager
Automated Legal Services Manager
East Coast Litigation Support Manager
Litigation Technology Specialist
Practice Support Project Manager
Senior Litigation Legal Assistant
Litigation Legal Assistant
Human Resources/Benefits Records Assistant
Financial Services Intern
Operating Room Medical Intern
Receptionist
New York University
Recommendations: 11
Triathlon
Cycling
Snowboarding
Litigation Support
Litigation Management
Commercial Litigation
IPRO
Civil Litigation
Thomas J. Harvey
Retail Operations Manager
Greater Seattle Area
Retail Operations Manager
Financial Services
Customer Contact Center Manager
Store Manager
Store Manager
Project Management Institute
Illinois State University
Lewis University
Recommendations: 10
Training
Inventory Management
Leadership
Process Improvement
Retail
Income Statement
Employee Training
Customer Satisfaction
MaryDennise Balthazar
VP, Operations Manager
Greater Seattle Area
VP, Operations Manager
AVP, Information Security Officer
AVP, Administrative Operations Officer
Operations Supervisor
Financial Services Representative
Financial Services Representative
Professional Training
Recommendations: 9
Call Centers
Retail Banking
Operations Management
Loans
Training
Management
Customer Service
Financial Risk
Richard LaVoice
EVP of Sales & Distribution
Greater Seattle Area
EVP of Sales & Distribution
Financial Services Executive
Corporate Vice President, National Sales Manager
Senior Vice President/ Branch Manager
Executive Vice President, Sales
Senior Managing Director/Branch Manager
Senior Vice President, National Sales Manager- Annuities & Life Insurance
University of Massachusetts, Amherst
West Springfield High School
Recommendations: 8
Sales Management
Recruiting
Sales
Budgets
Public Speaking
Staff Development
Securities
Financial Services
Cyndi Marcelle
Senior HRMS Analyst
Greater Seattle Area
Senior HRMS Analyst
Consulant - Payroll Functional Analyst
PeopleSoft 9.1 Upgrade Consultant
PeopleSoft Consultant
Software Test Engineer
Programmer Analyst
Senior HRMS Analyst
Senior Process Analyst
Employee Service Representative
Capital Accountant - Timberlands Financial Services
Capital Accounting Assistant IV - Western Lumber Financial Services
Systems Control Desk - Wood Products Financial Services
Data Processor - Wood Products Financial Services
Oracle - PeopleSoft
Green River Community College
Provant - Project Management
University of Phoenix
Pierce College
Recommendations: 7
Process Improvement
HRIS
Software Documentation
Business Process
PeopleSoft
Business Analysis
Program Management
PeopleTools
Luis Amezcua, RHIA
Coding & Billing Manager
Greater Seattle Area
Coding & Billing Manager
Business Operations Supervisor
Insurance Reperesentative II--Follow-up
Financial Services Representative
Customer Service Representative
Medical Billing/Coding; EDI Analyst
University of Washington
University of Washington
North Seattle College
Recommendations: 6
Medical Billing
Epic
Epic Super User: Registration and Billing
Medical Software Applications Trainer
Medical Professional Revenue Cycle
Microsoft Project 2010
Microsoft Word
Microsoft Excel
Brian S. Kim
Commercial Account Executive | Financial Services
Greater Seattle Area
Commercial Account Executive | Financial Services
Market Development | Financial Services
Financial Representative
University of Washington
Recommendations: 5
Tamesha Satahoo
Financial Analysis Manager II, Coca-Cola North America Franchise Relations
Greater Seattle Area
Financial Analysis Manager II, Coca-Cola North America Franchise Relations
Financial Services Manager I- Global Marketing and Commercial Leadership
Principal Auditor (International)
Head of Planning and Analysis- Odom Corporation (Coca-Cola Bottling of Alaska and Hawaii)
University of Florida - Warrington College of Business
Recommendations: 5
Reem Gamil
Senior Consultant : Interactive Practice, Financial Services
Greater Seattle Area
Senior Consultant : Interactive Practice, Financial Services
Director, Experience Design
Instructor/Advisor
Manager, User Experience
Head of Global Design, Payment Products
Parsons School of Design - The New School
RCC Institute of Technology
University of Toronto
Recommendations: 5
Design Thinking
Product Design
Experience Design
Drive Results
Information Architecture
User Interface Design
User Experience Design
User-centered Design
Andre Schimmelbusch
Business Analysis Manager
Greater Seattle Area
Business Analysis Manager
Senior Analyst, Credit - Dealer Financial Services
Financial Analyst | Underwriter
Project/Implementation Manager
Client Service Manager - Private Banking
Senior Client Service Associate
Banking Store Manager
Seattle University
University of Washington
Recommendations: 5
Financial Analysis
Treasury Management
Risk Management
Personal Finance
Project Planning
Client Services
Client Relationship Building
Operations Management
Carl Saxon
Director of Sales & Business Development
Greater Seattle Area
Director of Sales & Business Development
Primerica Financial Services
Regional Sales Manager
Account Executive
Corporate Account Manager
Senior Inside Sales. Market Development Executive
Prospect Development Associate
Account Executive
Zion Benton
Recommendations: 4
SaaS
Salesforce.com
Lead Generation
Solution Selling
Account Management
B2B
Enterprise Software
Business Development
Raphael Ellis Garcia Jr.
Personal Banker
Greater Seattle Area
Personal Banker
Financial Services Professional
Real Estate Consultant ▪ Business Advisor
Project ▪ Marketing ▪ Human Resources Manager
Budget ▪ Resource Manager
Operations Superintendent (Department Director), Meteorologist
Assistant Flight Chief (Assistant Department Manager), Meteorologist
Station Chief (Section Supervisor), Meteorologist
Housing Manager
Supply ▪ Equipment Manager
Regional Supervisor, Meteorologist
Assistant Section Chief, Furniture Management (Supply ▪ Logistics)
Mobility Readiness Spare Package Technician (Supply ▪ Logistics)
Flight Service Center Technician (Supply ▪ Logistics)
Retail Sales Apprentice, Assistant Store Manager (Supply ▪ Logistics)
Mission Capable Clerk (Supply ▪ Logistics)
Pickup & Delivery Driver (Supply ▪ Logistics)
Bellevue University
Community College of the Air Force
Community College of the Air Force
Pima Community College
Small Business Administration (SBA)
Master's Builders Association (MBA)
Washington State Local Technical Assistance Program (LTAP)
Rich Dad Education
M Pact Wealth Education
Jack Bosch Real Estate Investing Education
Armed Forces Career & Alumni Program (ACAP)
Work Force Central
Northern Burlington Regional High School
TesTeachers
Kaplan University
Recommendations: 4
Air Force
Active DoD Secret...
Military Experience
Military Operations
Highly motivated...
Project Management
Organizational...
Operational Planning
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
Kathy Pabillon
National Manager | Epic PB Applications | Implementation
Greater Seattle Area
National Manager | Epic PB Applications | Implementation
Manager | Revenue Cycle and Patient Financial Services
Epic Credentialed Trainer | Revenue Cycle
Team Lead | Revenue Cycle and Patient Financial Services
Biller | Patient Financial Services
HCC
Recommendations: 3
Epic Systems
Management
Revenue Cycle
Cross-functional Team Leadership
Process Improvement
Training
Team Building
Customer Service
Nat Salvione
Biz Dev and Partnerships
Greater Seattle Area
Biz Dev and Partnerships
Products - Financial Services
Product Manager Prepaid
Director, Merchant Partnerships
Linfield College
Rex Putnam
Recommendations: 3
Business Development
Product Management
Prepaid Product Expertise
New Business Development
Gift Cards
Business Strategy
Retail
Contract Negotiation
Erin Wilson
Manager - Commercial Account Management
Greater Seattle Area
Manager - Commercial Account Management
Account Manager - Financial Services
Consultant
President
Sales Manager and Coaching Manager
Account Executive
Johnson and Wales University
DCT Swiss Hotel Management School
Recommendations: 3
Sales
Coaching
Product Management
Sales Process
Cold Calling
Salesforce.com
Lead Generation
Sales Management
Dianna Connelly
Winery Insurance Specialist
Greater Seattle Area
Winery Insurance Specialist
Agribusiness & Equine Insurance Specialist
Parent
Parent
Parent
Parent
Co-Founder
Financial Services
Recommendations: 3
Winery Insurance
Insurance
Property & Casualty Insurance
Wineries
Wine Manufacturing Insurance Advisor
Equine Properties
Equestrian
Dressage
Ryan Ames
VP, Treasury Sales Officer: Dealer Financial Services
Greater Seattle Area
VP, Treasury Sales Officer: Dealer Financial Services
VP, Payments and Cash Management Institutional Sales
Associate
Research Analyst
Contractor
English Teacher
Columbia University in the City of New York
University of the Fraser Valley
Recommendations: 2
Global Cash Management
Commercial Banking
SWIFT Payments
Investment Banking
Interest Rate...
Public Sector
International Relations
International Economics
Vineet Gupta
Head of Product & Operations | Financial Services
Greater Seattle Area
Head of Product & Operations | Financial Services
Emory University - Goizueta Business School
B. M. S. College of Engineering
Recommendations: 2
Satish Iyer
Director Information Technology , Financial Services
Greater Seattle Area
Director Information Technology , Financial Services
Director of Technology
Director
Vehicle Software Systems Manager
Connected Truck Program Manager
IT Manager
B. M. S. College of Engineering
Recommendations: 2
Leadership
IT Management
Program Management
IT Strategy
SDLC
Business Analysis
Business Process...
Business Process
Josh Edwards
Account Executive - Financial Services
Greater Seattle Area
Account Executive - Financial Services
Senior Account Executive, Mid-Market Team Lead
Senior Account Executive
Account Executive
Sales Consultant
Associate Broker
Sales Manager
Sales Engineer (Technical Account Executive)
Account Executive, Enterprise Account Manager
Account Executive
Director of Research & Development
Manufacturing Engineer
Lab Technician/Lab Project Manager
University of Washington
Montana Tech of the University of Montana
Seattle Prep
Recommendations: 2
Sales Process
Direct Sales
Sales
Account Management
Sales Management
SaaS
Management
Cold Calling
Rafat Naqvi
Vice President
Greater Seattle Area
Vice President
Director IT, PACCAR Financial Services
Director, IT Strategy, Programs & Architecture
Director IT, Customer & AfterMarket
Executive Director, IT Strategy and Programs
Program Director
Client Partner, e-Business Solutions
Systems Engineer
Stony Brook University
West Virginia University
Aligarh University
Recommendations: 2
Digital Strategy
Cloud Computing
Business Transformation
IT Strategy
Program Management
Change Management
Experience Design
Enterprise Software
Jacqueline McCabe
Owner Principal
Greater Seattle Area
Owner Principal
Accounts Receivable Analyst
Financial Services Specialist
Member Solutions Officer
Financial Services Representative/Engineering Network Coordinator
Bellevue Community College
Highline Community College
Telcordia Institute of Electronics and Electrical Engineering – Lisle, IL
Recommendations: 2
Accounts Receivable
Accounts Payable
Microsoft Excel
Accounting
Customer Service
Training
Business Analysis
Financial Reporting
Nicole La Chasse
Managing Broker
Greater Seattle Area
Managing Broker
Senior Pharmaceutical Rep
Pharmaceutical Rep
Financial Services Officer
University of Washington
Recommendations: 2
Real Estate
Real Estate Transactions
Home Staging
Brokers
Buyer Representation
Condos
First Time Home Buyers
Investment Properties
Akshay Chalana
Machine Learning Intern
Greater Seattle Area
Machine Learning Intern
Co-Founder, President (Seattle Campus)
Software Engineer
Partner
Machine Learning Consultant
3D Designer & Printer Operator
Financial Services for Migrant Communities Intern
Software Engineering Intern
Co-Founder
Developer
University of Washington
University of Washington
BerkeleyX
Recommendations: 1
Microsoft Office
Public Speaking
Nonprofits
Leadership
Community Outreach
Research
Teaching
Curriculum Design
Amalia Rubio
Transaction Manager / Sr. Transaction Manager
Greater Seattle Area
Transaction Manager / Sr. Transaction Manager
Senior Analyst
Customer Service Lead / Employee Transportation Coordinator
Financial Services Representative
Pinoy Teach Instructor / Mentor
University of Washington, Michael G. Foster School of Business
CCIM Institute
Recommendations: 1
Real Estate
Corporate Real Estate
Lease Administration
Leases
Tenant
Analysis
Customer Service
Real Estate Transactions
Bayjan Verdiyeva
Software QA Engineer
Greater Seattle Area
Software QA Engineer
Software Test Engineer - Microsoft
Financial Services
Quality Assurance Training at ISoftStone
Business Office Manager
Assistant HR Officer
Slavic University
Azerbaijan Republic Resource Center
Azerbaijan Republic Resource Center
Isoftstone
QA101
Recommendations: 1
Test Cases
Test Planning
Testing
Quality Center
Software Quality Assurance
SDLC
Waterfall
Requirements Analysis
Vanessa Palomino
Coach
Greater Seattle Area
Coach
Financial Services
Interpreter/Tax preparer
Family Therapist
Advocate
Logistics & Assistant Manager
Senator
Kaplan University
Western Washington University
Saybrook Graduate School and Research Center
Recommendations: 1
Francisco Cayere
Senior Accountant (Contractor)
Greater Seattle Area
Senior Accountant (Contractor)
Project Accountant (Contractor)
Finance and Business Manager (Contractor)
Accounting Manager (Contractor)
Finance Manager (Contractor)
Business Operations Manager
Financial Services Professional
Finance Manager and Accounting & Controls Manager
Consultant
Financial Analyst & Internal Auditor
External Auditor
Senior Accountant (Contractor)
Indiana University - Kelley School of Business
Recommendations: 1
Internal Audit
Insurance
Retirement
Project Planning
Strategic Planning
Securities
Life Insurance
Financial Services
Clinton Tom
Launch Readiness Program Manager - Digital and Device Expansion
Greater Seattle Area
Launch Readiness Program Manager - Digital and Device Expansion
Customer Connection Manager
Virtual Customer Service Manager - Kindle
Financial Services Supervisor
West Area Quality Assurance Supervisor
Customer Service Supervisor
University of Washington
Recommendations: 1
Leading Diverse Teams
Project Management
Trend Analysis
Program Facilitation
Training Delivery
Quality Assurance
Microsoft Office
Call Center
Dustin Tilton, CPA
Financial Services Analyst
Greater Seattle Area
Financial Services Analyst
Financial Accounting Specialist
Financial Process Specialist - Team Lead
Financial Services Specialist
Bookkeeper/Office Assistant
Finance Intern - Accounts Receivable
Finance Intern
Chef/Expediter
University of Washington
Washington State University
Recommendations: 1
Accounts Payable
Accounts Receivable
Invoicing
General Ledger
Financial Analysis
Forecasting
Accounting
Outlook
Sara Slayton
Management Consulting Associate
Greater Seattle Area
Management Consulting Associate
Financial Services Intern
Macy's Brand Ambassador
Marketing Intern
Marketing Intern
University of Washington, Michael G. Foster School of Business
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
PowerPoint
English
Research
Photoshop
Nirav Shah
Director
Greater Seattle Area
Director
Executive Officer - CEO's Office
Principal Consultant
Managing Consultant
Senior Consultant
Consultant - Cognizant Business Consulting, Banking and Financial Services
Software Specialist
Indian Institute of Management, Ahmedabad
Asian Institute of Management
University of Mumbai
jamnabai Narsee school
jamnabai Narsee school
Recommendations: 0
Business Analysis
IT Strategy
Pre-sales
Management Consulting
Requirements Analysis
Process Consulting
Requirements Gathering
Global Delivery
Jinhee Kuhl
Staffing Lead
Greater Seattle Area
Staffing Lead
Financial Services Consultant
VP, Global Talent Acquisition
University of Puget Sound
Recommendations: 0
Applicant Tracking Systems
Internet Recruiting
Talent Acquisition
College Recruiting
Technical Recruiting
Strategy
Human Resources
Temporary Placement
Carmen Lau-Woo
Post Production Assistant
Greater Seattle Area
Post Production Assistant
Freelance Designer
Research Study Assistant Lead
Administrative Coordinator
Research Study Assistant
Program Director and Administrator
President
Financial Services Representative (Registered)
Department Manager, Bookkeeper, and Front End Manager
Shoreline Community College
University of Washington
University of Washington
Recommendations: 0
Photoshop
InDesign
Illustr
Dreamweaver
Flash
Microsoft Office
Autodesk Maya 2012
Strata 3D
Ryan Jander
Enterprise Account Executive
Greater Seattle Area
Enterprise Account Executive
Manager - Guitarist
Commercial Sales Executive - Financial Services
Market Development Representative
Senior Credit Manager
Washington State University
Kennewick High School
Recommendations: 0
Alan Meier
Global Principal Solutions Consultant - OpenPages GRC, Risk Analytics, Watson Financial Services
Greater Seattle Area
Global Principal Solutions Consultant - OpenPages GRC, Risk Analytics, Watson Financial Services
WW Solutions Consultant - OP Acquired by IBM 2010
Principal Systems Engineer
Microsoft Technical Alliance Manager (EMC / Microsoft Software Solutions and Presales)
Regional Presales Engineering Manager (CRM)
Principal Solutions Architect / Senior Sales Engineer
Washington State University
Washington State University
Technical Certifications
Recommendations: 0
Enterprise Software
SaaS
Cloud Computing
Professional Services
Solution Selling
Business Intelligence
Governance
Solution Architecture
Scott Tweedy
Vice President - Strategic Transformation
Greater Seattle Area
Vice President - Strategic Transformation
Vice President - Customer Service
GENERAL MANAGER – FINANCIAL CARE
Vice President - IT and Service Transformation
Vice President - Customer Service & Financial Services
Vice President - Methods & Procedures
DIRECTOR – FIELD SALES OPERATIONS
DIRECTOR – IT DEVELOPMENT
Vice President - Web Strategy & Technical Care
GENERAL MANAGER – CUSTOMER CARE, Mission, Texas (2003 to 2004)
Senior Vice President Support and Technology
Director Customer Service
Vice President - Metro PCS Transition Team
University of Northern Colorado
Recommendations: 0
Kellan Carter
Venture
Greater Seattle Area
Venture
Board Observer
Board Observer
Board Observer
Board Observer
Analyst
Structured Finance Associate
Financial Services Intern
The University of Montana
Recommendations: 0
Valuation
Financial Modeling
Investment Banking
Private Equity
Financial Analysis
LBO
Mergers
Due Diligence
Susan Tabor
Senior Systems Analyst, Epic
Greater Seattle Area
Senior Systems Analyst, Epic
Manager, Patient Financial Services
Supervisor, Patient Financial Services
Patient Account Representative
Insurance Follow-up Representative/Billing Lead
Insurance Billing Specialist
Financial Coordinator
University of Alaska Fairbanks
Recommendations: 0
Epic Systems
Meditech
Revenue Cycle
HIPAA
EMR
Hospitals
EHR
Healthcare Information Technology
Kenny Hsu
CFO
Greater Seattle Area
CFO
WW Sales Finance + Corporate FP&A
Principal, Financial Services
Associate Principal
Manager - Asian Business
Team Leader - Information Systems Analyst
Columbia University - Columbia Business School
The University of British Columbia
Recommendations: 0
Financial Modeling
Management Consulting
Valuation
Financial Analysis
Due Diligence
Corporate Finance
Business Strategy
Mergers
Amit CGMA
CFO / Director - International Consumer Finance - Global Expansion and Emerging Businesses
Greater Seattle Area
CFO / Director - International Consumer Finance - Global Expansion and Emerging Businesses
CFO / Director - AWS Infrastructure Finance
Director - Financial Services
Vice President - Finance
American Institute of Certified Public Accountants
CGMA, AICPA and The Chartered Institute of Managment Accountants (CIMA), UK
Chartered Professional Accountants of Canada
Recommendations: 0
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
Rohan Lam
Founder and Chief Consultant
Greater Seattle Area
Founder and Chief Consultant
VP of Product Development - IKKOS, Inc.
CoFounder - KineFusion
CTO - LemonAid, Inc
Principal Architect - People Tech Group Inc
Program Manager - Window Server Telemetry
Software Design Engineer in Test - Office
Developer Support Engineer - SQL Web Data
Systems Administrator - Student Financial Services
General Manager - HCL Technologies (Strong-Bridge Envision)
Program Director - Wipro (DAAI Practice)
Sr. Program Manager - Office 365 / Mobile
Sr. Program Manager - SQL Server / Azure
Software Design Engineer - Windows / Fundamentals
Temple University
Massachusetts Institute of Technology
University of Phoenix
Recommendations: 0
Agile Methodologies
Cloud Computing
Mobile Architecture
Windows Azure
SQL Azure
iOS development
C++
C#
Michelle Gomez
Marketing Manager
Greater Seattle Area
Marketing Manager
Founder and Operations Manager
Marketing Coordinator
Financial Services Professional
Marketing Coordinator/Program Manager
University of Washington
California State University-Fullerton
King's High School
King's High School
Recommendations: 0
Marketing
Advertising
Start-ups
Newsletters
Direct Sales
Time Management
Web Design
Research
Shelley Raulerson
E-Test Monitor
Greater Seattle Area
E-Test Monitor
Sr Customer Experience Professional
Owner/Advisor
Consultant
Customer Experience Professional
Cashier/Banker
Financial Services Rep III
Teller Lead
Colorado Technical University
Western International University
Recommendations: 0
Customer Service
Budgets
Marketing
Consumer Lending
Strategic Planning
Data Entry
Merchant Services
Debt Consolidation
Chris Johnson
Technical Recruiter - Engineering (Build Engineer, Software Engineer, SDET, DevOps)
Greater Seattle Area
Technical Recruiter - Engineering (Build Engineer, Software Engineer, SDET, DevOps)
Technical Recruiter - Alexa (Machine Learning, Data Science, Linguistics)
Manager, Account Support
Supervisor, Account Management
Sales Development Manager
Loan Underwriter
Financial Services Representative
PhD and Postdoctoral Recruiter - AR/VR (Computer Vision, Tracking, 3D Reconstruction)
Utah Valley University
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
PowerPoint
English
Windows
Research
Rena Kildall
Recruiter
Greater Seattle Area
Recruiter
Human Resources Senior Analyst
Human Resources Specialist
Human Resources Assistant
Operations Administrative Assistant
Financial Services Representative
Marshall University
Recommendations: 0
Human Resources
Employee Benefits
Benefits Administration
Recruiting
Performance Management
FMLA
Cathy Clark
Enterprise Account Executive
Greater Seattle Area
Enterprise Account Executive
Client Development Manager - Major Accounts
Account Executive, Financial Services
Company Name Concur
Account Executive
University of Washington
Recommendations: 0
Frankie Busichio
Financial Services Representative
Greater Seattle Area
Financial Services Representative
Financial Professional Associate at The Prudential Insurance Company of America
Brand Ambassador
Intern for the Vice President for International Relations & Protocols
Broadcast Intern
University of Washington
Recommendations: 0
PowerPoint
Customer Service
Retirement Planning
Time Management
Research
Event Planning
Microsoft Office
Social Networking
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
Stephanie Latif
Call Center Manager
Greater Seattle Area
Call Center Manager
Customer Service Project Manager - Financial Services
Customer Service Supervisor -Financial Services
Customer Service Supervisor - New Hire/New Leadership
Customer Service Supervisor
Business & Consumer Customer Service Representative
Technical Support
Sales and Marketing Coordinator
Bellevue College
University of Phoenix
Bellevue Community College
The Evergreen State College
Recommendations: 0
Wireless
Telecommunications
Call Center
Customer Experience
Cellular Communications
Customer Satisfaction
Technical Support
Troubleshooting
Kimberly Zindel
Talent Acquisition Coordinator
Greater Seattle Area
Talent Acquisition Coordinator
HR Assistant
Recruiting Associate
Office Assistant - Student Financial Services
Internal Chief of Staff - Associated Students of Seattle University
Desk Coordinator - Housing and Resident Life
Seattle University
Recommendations: 0
Superior organizational & time management skills
Highly detail oriented
Problem Solving
Works well with people
Customer Service
Event Planning
Student Affairs
Higher Education
Melanie Maibaum
Lease Administrator
Greater Seattle Area
Lease Administrator
Financial Services Representative
Real Estate Appraiser/Editor
Real Estate Appraiser/Editor
Real Estate Paralegal
Real Estate Acquisition Specialist
Portfolio Analyst
Owner
T-Mobile Real Estate Specialist/Program Manager
Lease Administrator
Evening Supervisor
Edmonds Home and Loan/Real Estate Agent and Loan Officer
Sales Consultant
Sales, Support
Editor
Edmonds Community College
Peninsula College
Seattle Preparatory High School
Recommendations: 0
Project Management
Management
Zoning
Software Documentation
Access
Negotiation
Real Estate
Sales
Srikanth Chatakonda
Software Developer
Greater Seattle Area
Software Developer
Senior Managing Consultant - Blockchain Pratice, Financial Services
Lead Solutions Architect - Blockchain Center of Excellence
Software Development Manager
Senior Software Development Manager
Client Partner/Director
Software Development Manager
Andhra University
Recommendations: 0
Laura Root
Director of Business Development
Greater Seattle Area
Director of Business Development
Account Manager
Account Executive
Financial Services Rep.
Financial Services Representative
Account Executive
Sales Representative
Account Executive, Customer Service Manager, Export Traffic Supervisor, Documentation Coordinator
Brooks College
Bainbridge Island High School
Recommendations: 0
Burgandi McCurdy
Communications Officer
Greater Seattle Area
Communications Officer
Property Management Specialist
Management Analyst
Financial Services Officer III
Assistant Property Manager
Senior Account Executive
Upper Iowa University
Axia University
Recommendations: 0
Sales Management
Sales
Marketing Communications
Process Improvement
Typing
Customer Service
Customer Retention
Public Speaking
Jeff Middlewood
Financial Services Coordinator
Greater Seattle Area
Financial Services Coordinator
Accountant II
Recommendations: 0
Fundraising
Craig Fisher
Head of Sales - GCP at Google
Greater Seattle Area
Head of Sales - GCP at Google
Dir. Business Development
Global Strategic Sales
Vice President Online Services
Director of Corporate Development
Vice President- West Region
Financial Services Sales Leader | Watson Customer Engagement
Sales Director | IBM Marketing | Enterprise Customer Engagement Solutions
IBM Software Client Leader, T-Mobile
University of Washington - Michael G. Foster School of Business
University of Arizona
Recommendations: 0
Mitchell C Hunter
Chief Executive
Greater Seattle Area
Chief Executive
Commissioner
Legal Documents/Reports Manager/Part-time
Financial Services Professional
Owner
Office Manager; Loan Officer Assistant
Contractor:Graphic Design/Documentation
Contractor: Graphic Designer/Documentation
Marketing Creative Director
San Diego State University-California State University
The University of Texas at Austin
The University of Texas at Austin
Sidney Lanier High School
Recommendations: 0
Social Media
Graphic Design
Social Networking
Advertising
Marketing
Marketing Strategy
Photography
Strategic Planning
Blaine Woszczak
Vice President, Regional Sales Coordinator
Greater Seattle Area
Vice President, Regional Sales Coordinator
Internal Wholesaler
Financial Consultant
Consultant
Financial Planner
Financial Services Representative
Intern
Swim Instructor/ Pool Manager/ Staff Supervisor
Ithaca College
Recommendations: 0
Series 7
Retirement Planning
Investments
Series 63
Mutual Funds
401k
Strategic Financial Planning
Series 6
Benjamin MPH
Board Member
Greater Seattle Area
Board Member
Chief Medical Information Officer, Accountable Care and Population Health
Consultant
Infectious Disease Clinician and Scientist
Internal Medicine Clinician
Technologist, Healthcare and Financial Services
Software Engineer
University of Washington
University of Kentucky
Columbia University in the City of New York
Stanford University
Recommendations: 0
Healthcare Information...
Infectious Diseases
Clinical Research
Epidemiology
Healthcare
Public Health
EMR
EHR
Hans Stolz
Account Manager
Greater Seattle Area
Account Manager
Team Leader
Account Specialist
Personal Banker
Financial Services Representative
Job-Site Manager
Washington State University
Washington State University - College of Business and Economics
Recommendations: 0
Customer Service
Devin Bean
Assistant General Manager (Project Manager) / Sales & Leasing Consultant
Greater Seattle Area
Assistant General Manager (Project Manager) / Sales & Leasing Consultant
Residual Value Risk Manager at Toyota Financial Services
Senior Program Manager
Senior Associate
Associate
Corporate Portfolio Manager
Six Sigma/Quality Improvement Project Manager
Supervisor - Credit Analysis
Senior Portfolio Risk Analyst
Senior Residual Risk Analyst
Consultant / Residual Risk Manager
Residual Risk Analyst
Risk & Process Consultant
Consultant to Product Planning
National Manager, Residual Value Risk at Toyota Financial Services
Duke University
Recommendations: 0
Financial Modeling
Process Improvement
Management
Portfolio Management
Data Analysis
Access
Finance
Credit Analysis
Jo McMahon
Financial Services VP
Greater Seattle Area
Financial Services VP
Branch Manager
Branch Manager
manager
Shorecrest
Recommendations: 0
Mortgage Lending
Strategic Financial Planning
Financial Risk
Risk Management
Microsoft Excel
Small Business Lending
Sales
Team Building
Jacob Tally
Product Marketing & Operations
Greater Seattle Area
Product Marketing & Operations
Marketing Director
Operations
Growth Marketing Manager
Customer Experience Manager
Business Manager to SVP of Marketing
Finance + Marketing + Analytics
Financial Services Representative
Franklin University Switzerland
The University of Texas at Austin - Red McCombs School of Business
Recommendations: 0
Financial Modeling
Forecasting
Financial Analysis
Marketing
Customer Experience
Marketing Strategy
Corporate Finance
Finance
Jill Burrington-Brown, MS, RHIA, FAHIMA
Executive Director
Greater Seattle Area
Executive Director
Faculty
Manager. Professional Practice Resources
Tenured Instructor
Director, Quality Improvement
Director, Medical Record Department
Manager, Medical Records and Patient Financial Services
Director, Medical Record Department
The Ohio State University
Seattle University
Recommendations: 0
Larry Buycks
Vice President of Finance & Operations
Greater Seattle Area
Vice President of Finance & Operations
Senior Finance Manager
Finance Reform Officer, Afghan National Army
Team Lead, Operating Location Financial Management
Business Strategy Analyst
Financial Services Commander / Deputy Chief, Financial Analysis
Financial Analyst / Project Manager
The University of Texas at San Antonio
Alabama State University
Recommendations: 0
Team Leadership
Training
Personnel Management
Program Management
Managerial Finance
Public Speaking
Process Improvement
Analysis
Christopher Green
Treasury Management Specialist
Greater Seattle Area
Treasury Management Specialist
Financial Services Officer
Product Support Specialist
Operations Specialist
Sales Associate
Operations Specialist
Regional Support Specialist
Teller
Recommendations: 0
Banking
Credit Analysis
Loans
Credit
Commercial Banking
Retail Banking
Cash Management
Commercial Lending
Daniel Kaplan
Financial Services Administrator
Greater Seattle Area
Financial Services Administrator
President
Candidate
Committee Member
Vice President
The University of Chicago Booth School of Business
The University of Chicago
Recommendations: 0
Debt
Municipal
Public Finance
Project Finance
Bonds
Capital Markets
Fixed Income
Renewable Energy
Agnes Ericson
Government Contract Manager
Greater Seattle Area
Government Contract Manager
Senior Provider Relations Advocate
Medicaid Program Manager
Provider Relations Representative
Financial Services Manager
Park University
Community College of the Air Force
Recommendations: 0
Medicaid
Managed Care
Medicare
Healthcare Management
Healthcare
HIPAA
Health Policy
Utilization Management
Julian Goss
Contact Center Operations Supervisor
Greater Seattle Area
Contact Center Operations Supervisor
Commission Specialist II
Financial Services Lead/ Coverage Supervisor
Staffing Supervisor
Recommendations: 0
Leadership
Call Centers
Data Analysis
Customer Service
Process Improvement
Training
Sales
Retail
Kiki Wan-Hui Tai
Director & Founder
Greater Seattle Area
Director & Founder
Financial Services Consultant
Senior Officer
Marketing and Communications Specialist
Intern for the K Group
Seattle University
Washington State University - College of Business and Economics
Recommendations: 0
Budgets
Financial Analysis
Marketing
Corbin Lindsey
Financial Services Representative
Greater Seattle Area
Financial Services Representative
De Anza College
Recommendations: 0
Banking
Disability Insurance
Customer Service
ETFs
Estate Planning
Employee Benefits
Finance
Financial Services
Winston DiNicola
Vice President
Greater Seattle Area
Vice President
Sr. Manager, Financial Services
VP Finance
Sr. Vice President - Technology Delivery Executive
Technology Director
Vice President Information Technology, Business Solutions
Sr Vice President
Vice President
Brandeis University
Society Information Management
Boston College Carroll School of Management
Recommendations: 0
Change Management
Integration
Vendor Management
SDLC
Risk Management
Business Analysis
Program Management
Banking
Floyd Wade
Certification Specialist II
Greater Seattle Area
Certification Specialist II
Financial Services Specialist
Inside Sales
Account Executive
Account Executive
Inbound/Outbound Sales Professional
Sales Associate
CEO/Founder/Events Coordinator
Sales Consultant
Sales Representative
Oregon State University
John F. Kennedy High School
Recommendations: 0
Social Media
Advertising
Sales
Account Management
Social Media Marketing
Social Networking
Cold Calling
Customer Service
Richard Marshall, CFP®
Servicing Advisor
Greater Seattle Area
Servicing Advisor
Financial Services Assoicate
Intern
CSR-II
Western Washington University
Recommendations: 0
Excel
Word
Writing
Sales Support
Financial Planning
Business Correspondence
Insurance
Retirement Planning
Bruce Merritt
Buyer
Greater Seattle Area
Buyer
Sourcing and Procurement Analyst
Procurement Specialist
Financial Services Specialist
Air Transportation Specialist
University of North Carolina at Charlotte
Cape Fear Community College
Recommendations: 0
Microsoft Office
Office Management
Multitasker
Customer Relations
Supervisory Skills
Public Relations
Customer Service
Social Media
Jeff Daviscourt
BI Sales Engineer
Greater Seattle Area
BI Sales Engineer
Sr. Product Consultant
Account Manager - Existing Business
Sr. Sales Area Manager - West
Sales Area Manager - Central Region
Account Director
Account Manager
Account Executive
Engagement Lead
Intern
Sr. Solutions Engineer - Major Accounts - Financial Services
Solutions Engineer - Mid-Market and Major Accounts - Financial Services
Solutions Engineer - SMB - Financial Services
University of Washington
Seattle University
Recommendations: 0
Analytics
Tableau
Lead Generation
Sales
Business Intelligence
Databases
Salesforce.com
Mark Gies
Web Producer
Greater Seattle Area
Web Producer
Product Manager 2 - MyT-Mobile.com
Senior Web Producer
Web Producer
Portfolio Manager, Business Operations
Portfolio Manager
Business Analyst
Tables Analyst
Financial Services Representative
Washington State University
Recommendations: 0
Customer Experience
Vendor Management
Digital Marketing
Testing
User Experience
Leadership
Analysis
Process Improvement
George Watson Nugent
Financial, Marketing and Media Analyst
Greater Seattle Area
Financial, Marketing and Media Analyst
Financial Services Marketing Manager
Investment Analyst
Budget & Information Technology Analyst
Loan Accounting Program Assistant
Associate
Analyst
Research Assistant
Graduate Internship
Owner
University of North Texas
Jesuit College Preparatory School of Dallas
University of North Texas
Recommendations: 0
Financial Modeling
Financial Analysis
Project Finance
Strategy
Corporate Finance
Economics
Analysis
Structured Finance
Rosemary Musoke
Procurement Financial Analyst
Greater Seattle Area
Procurement Financial Analyst
Business Support Specialist
Global Payroll Accountant
Financial Services Representative
Texas Tech University - Rawls College of Business
Texas Tech University - Rawls College of Business
Recommendations: 0
Analysis
Accounting
Account Reconciliation
Payroll
Customer Service
Auditing
Internal Controls
Financial Analysis
Alexandra Ogilvie
Human Resource Assistant
Greater Seattle Area
Human Resource Assistant
Patient Financial Services
University of Washington
School name:
University of Washington
Recommendations: 0
EMR
Healthcare
Customer Service
Administration
Scheduling
Data Entry
Payroll
HIPAA
Cindy Cavanagh
Chief Financial Officer
Greater Seattle Area
Chief Financial Officer
Comptroller
Revenue Manager
Assistant Chief, Financial Services
Fiscal Management Analyst
Recommendations: 0
Government Accounting
Government
Accounts Payable
Auditing
Budget Process
Performance Auditing
Fiscal Policy
Strategic Planning
Aaron Yoon, CRPC®, AAMS®
Financial Advisor
Greater Seattle Area
Financial Advisor
Financial Services Representative II
Marketing and Public Relations Intern
Events Planning Intern
Western Washington University
Recommendations: 0
Bradley Barham
BDR
Greater Seattle Area
BDR
Financial Services Professional
Agent
Insurance Agent
Production
Production
RE Broker
Washington State University
BBHS
St. Luke's
Recommendations: 0
Microsoft Excel
PowerPoint
Microsoft Office
Microsoft Word
Teamwork
Financial Analysis
Customer Service
Time Management
Andrew Q. Baker
Associate
Greater Seattle Area
Associate
Operations Team, BizSpark Plus - Piraeus Consulting
Support Desk, SMSGRBI - Piraeus Consulting
Server / Manager
Teaching Assistant
Financial Services Intern
Truck Driver
Farmer
University of Washington
Everett Community College
Recommendations: 0
Teamwork
Leadership
Customer Service
Microsoft Office
PowerPoint
Public Speaking
Microsoft Excel
Time Management
Rob Rieder
Broker
Greater Seattle Area
Broker
Real Estate Investor/developer
Administrator/Grant Writer
VP Financial Services
Pacific Lutheran University
University of Puget Sound
Recommendations: 0
Mae Belle Balbuena
Financial Services Professional
Greater Seattle Area
Financial Services Professional
University of Washington
Recommendations: 0
Disability Insurance
Long Term Care
Retirement
Insurance
Laura Rucker
Customs Entry Writer, LCB, CCS
Greater Seattle Area
Customs Entry Writer, LCB, CCS
Financial Services Representative
Western Washington University
Recommendations: 0
Customer Service
Freight Forwarding
Time Management
Import Logistics
Customs Brokerage
Corporate Communications
Transportation
International Logistics
Howard Morin
Board Member
Greater Seattle Area
Board Member
CEO
CEO
Founder
Senior Advisor, Wealth Management & Business Solutions
Financial Consultant
Wealth Management and Business Banking
Financial Services Technology Consultant
Director- Financial Services: Global Capital Markets/Risk Management
Manager, Solution Sales & Consulting
Derivatives Trading Consultant
Manager, Sony Services
Recommendations: 0
Financial Services
Strategic Planning
Capital Markets
Personal Financial Planning
Executive Management
Wealth Management
Financial Modeling
Investment Management
Britni Davis
Owner
Greater Seattle Area
Owner
Farm Hand
Senior Member Services Representative
Financial Services Representative
Teller Specialist
Lead Teller
Western Oregon University
Recommendations: 0
Loans
Credit
Banking
Lines Of Credit
Retail Banking
Home Equity
Commercial Banking
Adobe Creative Suite