Top Investment Consultants in Greater Seattle Area
Ryan Walrod
Vice President | Credit Risk Analyst III - Team Lead
Greater Seattle Area
Vice President | Credit Risk Analyst III - Team Lead
AVP | Commercial Lending Credit Underwriter II
Credit Associate
Business Banking Relationship Manager
Store Manager
Investment Consultant
Personal Banker II
Personal Banker I
Lead Teller
Teller
Actor
UW Professional & Continuing Education
Edmonds Community College
Iowa State University
Recommendations: 7
Credit Risk
Credit Analysis
Financial Analysis
Credit
Commercial Lending
Loans
Commercial Banking
Banking
r****[email protected]
r****[email protected]
Doug Lora
Senior Program Manager - Enterprise Azure Operations
Greater Seattle Area
Senior Program Manager - Enterprise Azure Operations
Senior Project Manager
COO and Consultant
Investment Consultant
Financial Consultant
Sr Product Manager
Product Manager
Construction Superintendant
Vice President of Business Development
Senior Product Manager - High Performance Computing
High Performance Storage System
Executive Director, Advanced Computing Lab
Professional Development Manager
NESSC
The University of Dallas
New Mexico State University
Oral Roberts University
Los Alamos High School
Recommendations: 6
Program Management
Product Management
Business Development
Project Management
Management
Business Intelligence
Strategic Planning
Budgets
d*****@microsoft.com
d****[email protected]
Dan Davis
First Vice President, Coaching and Manager Development
Greater Seattle Area
First Vice President, Coaching and Manager Development
National Sales & Productivity Strategist, VP
Market Growth and Development
Banker / Investment Consultant
Investment Consultant
Engineering Project Manager
Pepperdine University, The George L. Graziadio School of Business and Management
Luther College
Franklin High School
Recommendations: 4
Portfolio Management
Product Management
Analytics
Management
Financial Analysis
Problem Solving
Relationship Management
Business Analysis
i****[email protected]
d****[email protected]
Katie Au
Katie Au State Farm Agency
Greater Seattle Area
Katie Au State Farm Agency
Investment Consultant for Commercial Real Estate
Sales Associate specializing in In-City Apartment Buildings
University of Washington
Recommendations: 1
k****[email protected]
Vivian Li
Software Implementation Manager
Greater Seattle Area
Software Implementation Manager
Financial Representative
Investment Consultant
Software Implementation Consultant
Ops Lead-HQ
Account Manager/Relationship Manager
Seattle University
Recommendations: 1
Financial Analysis
Investments
Portfolio Management
Financial Modeling
Banking
Microsoft Excel
Finance
Credit
l*****@seattleu.edu
Kelli McNamara
Regional Vice President - DCIO
Greater Seattle Area
Regional Vice President - DCIO
Marketing & Social Media Chair
Account Manager
Regional Investment Consultant
Associate Accounting Administrator
Bryant University
Recommendations: 0
Series 7
Series 6
Series 63
Series 65
Investments
Mutual Funds
401k
ERISA
k****[email protected]
Alex Slivinski
Investment Consultant, ASA, CERA
Greater Seattle Area
Investment Consultant, ASA, CERA
Risk Management Intern
The Ohio State University
The Ohio State University
Recommendations: 0
Actuarial Science
Economics
Microsoft Office
VBA
Java
Interpersonal Communication Abilities
Leadership
Time Management
a****[email protected]
Tony Limbaugh
Investment Consultant
Greater Seattle Area
Investment Consultant
Financial Consultant
Financial Advisor
Financial Consultant
Oregon State University
Recommendations: 0
Series 7
Wealth Management
Securities
Retirement Planning
Investments
Series 63
Financial Services
Mutual Funds
t****[email protected]
Phil McAvoy
President
Greater Seattle Area
President
Direct Factory Sales & Project Coordination
Owner
Realtor/ Investment Consultant
Recommendations: 0
Sustainable Design
Architectural Design
p****[email protected]
David Krieger
Senior Director, LOB Strategy & Business Development
Greater Seattle Area
Senior Director, LOB Strategy & Business Development
Senior Financial Analyst
Business Area Manager
MBA Summer Associate
Business Analyst
Senior Director, Strategy, Product Partnerships & Innovation
Investment Consultant
Senior Director, Retail Product & Strategy
Peer Advisor
Georgetown University - The McDonough School of Business
Wesleyan University
Recommendations: 0
d****[email protected]
Andrew Baynes
Investment Professional, Flagship Services
Greater Seattle Area
Investment Professional, Flagship Services
Financial Advisor
Legal Clerk
Financial Specialist
Level 1 Advisor
QA Analyst / Logistics Account Specialist
FCRA Associate
Investment Consultant
Brokerage Associate, Flagship Services
Arizona State University
Recommendations: 0
d****[email protected]
Gregory Mintz
Investment Consultant
Greater Seattle Area
Investment Consultant
Assistant Vice President / Financial Solutions Advisor
Financial Advisor
Administrative Manager
Client Service Supervisor
Vice President / Administrative Manager
Recommendations: 0
Management
Financial Advisor
Operational and Administrative
Compliance / Risk
Finance
Risk Management
Investments
Banking
g****[email protected]
Brooke CFP®
VP, Regional Sales Director
Greater Seattle Area
VP, Regional Sales Director
Registered Client Service Associate
Finanical Advisor
Portfolio Manager
SVP Business Development
Vice President, Investment Consultant
Seattle University
University of Washington, Michael G. Foster School of Business
Recommendations: 0
