Experience

Auxano Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Partner | Client Advisor

  • Sep 2014 - Present

  Responsible for providing high quality financial, tax, estate, retirement and lifecycle planning to clients. Responsible for providing high quality financial, tax, estate, retirement and lifecycle planning to clients.



Alliance of Angels

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Member

  • Dec 2013 - Present

  The Alliance of Angels is one of the largest and most active angel investor groups in the Pacific Northwest. The Alliance of Angels is one of the largest and most active angel investor groups in the Pacific Northwest.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Manager | Wealth Advisor

  • May 2008 - Sep 2014

  Wealth Advisor and Portfolio Manager with Pacific Wealth Management Group at Morgan Stanley. Wealth Advisor and Portfolio Manager with Pacific Wealth Management Group at Morgan Stanley.



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Dec 2004 - May 2008

  Financial Advisor with Pacific Wealth Management Group at UBS Financial Services. Financial Advisor with Pacific Wealth Management Group at UBS Financial Services.



Private Investor

• Renton, WA

• Private Investor

  • Aug 2001 - Dec 2004

  Actively managed a diversified long/short portfolio of public and private domestic and international securities. Actively managed a diversified long/short portfolio of public and private domestic and international securities.



IMPCO Technologies, Inc.

• Seattle, WA

• Program Manager

  • Sep 1997 - Jul 2001

  Managed high profile program to develop and market advanced technology alternative fuel systems. Responsible for coordinating activity of international engineering and marketing team. Led successful development and market introduction. Managed high profile program to develop and market advanced technology alternative fuel systems. Responsible for coordinating activity of international engineering and marketing team. Led successful development and market introduction.



Dynalco Controls (unit of Crane Co.)

• Fort Lauderdale, FL

• Director of Marketing | International Sales Manager

  • Jan 1989 - Aug 1997