Experience

American Association of Individual Investors (AAII)

• United States
• Book and Periodical Publishing
• 1 - 100 Employee

• President and Program Coordinator, Board Member

  • Jan 2019 - Present

  Portland, Oregon Metropolitan Area Supervise Portland, OR/SW Washington AII Chapter. Coordinate chapter budget, and oversee board members and staff. Contact and coordinates speakers for bi-monthly AAII meetings. Increase chapter membership and individual membership involvement.



AdvisoryCloud

• United States
• Business Consulting and Services
• 500 - 600 Employee

• Strategic Advisor

  • Jun 2019 - Present

  If you are ever seeking business advice, you can request a meeting with me though my profile on AdvisoryCloud https://www.advisorycloud.com/profile/Todd-R-Blickenstaff



BCM Ventures and Consulting

• Owner and CEO

  • Apr 2016 - Present

  Portland, Oregon Provide consulting services to business owners and financial service organizations. Services include investment platform selection and management, business strategic planning and marketing, real estate investing and management.



Wells Fargo Private Bank

• United States
• Financial Services
• 700 & Above Employee

• Vice President and Senior Investment Strategist

  • Jul 2017 - Dec 2019

  Portland, Oregon Area Serves as the voice of Wealth Management investment philosophy/asset management capabilities within market, and disseminates investment management thought leadership information within organization, and across market geography to current and prospective clients. Manage significant client accounts including high net worth, pension and profit sharing, and charitable accounts. Manage larger and complex globally diversified investment portfolios. Acts as lead Investment Management… Show more Serves as the voice of Wealth Management investment philosophy/asset management capabilities within market, and disseminates investment management thought leadership information within organization, and across market geography to current and prospective clients. Manage significant client accounts including high net worth, pension and profit sharing, and charitable accounts. Manage larger and complex globally diversified investment portfolios. Acts as lead Investment Management Specialist for defined market area. Teams with other Private Bank specialists to coordinate contact with clients. Develops business through sales/marketing while leveraging partnership opportunities throughout the firm. Show less



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Senior Portfolio Manager

  • Apr 1999 - Apr 2016

  Portland, Oregon Area Managed portfolios for high net worth individuals, large trust clients, foundations and pension and profit sharing plans. Coordinated with other team members to offer additional services to existing clients to enhance client relationships. Worked with existing client base to increase assets under management. Wored with team members and referral sources to attract new clients.

• Portfolio Manager

  • Mar 1994 - Apr 1999

  Portland, Oregon Area Assessed clients' assets, liabilities, cash flow, tax status, and financial objectives to establish investment strategies. Recommended strategies for clients to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, asset allocation and investment management. Implemented asset allocation recommendations and increased assets under management through team referrals.



Oregon Coast Guide

• Publisher/Co-owner

  • Jan 1997 - Sep 2004

  Gleneden Beach, Oregon Co-launched and served as publisher and periodic writer of monthly coastal publication that was distributed throughout the central Oregon geographic area as well as selected inland and Northern Oregon coast markets.



BCM Management

• Senior Portfolio Manager/Partner

  • Apr 1992 - Apr 1994

  Portland, Oregon Area Managed and supported management of high net worth, pension, and profit sharing accounts. Researched and compiled industry analytics. Coordinated operational duties for the firm. Authored industry and company research reports. Developed and taught classes on stock market investing for individuals at Portland and Oregon Coast Community Colleges from 1993 – 1994.



First Interstate Bank of Oregon

• Assistant Vice President/Portfolio Manager

  • Apr 1984 - Apr 1992

  Portland, Oregon Area Managed $120 million in private trust, agency, pension and profit sharing accounts. Managed U.S. Government bond fund. Coordinated piloting of new portfolio management software system.