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Work Background
Simple SuccessCustomer Experience Officer
Jan. 2021Sacramento, California, United States
Heartland Institute of Financial EducationRegistry Instructor
Sep. 2016 - Jan. 2021Greater Seattle AreaThe CFE Certified Financial Educator® or CFEd®, is a FINRA recognized designation that is registered and offered through the Heartland Institute of Financial Education, a 501(c) (3) national nonprofit. This prestigious and one of a kind designation is awarded to individual professional practitioners who have knowledge in the field of financial services as well as Experience in the area of teaching or instructing adult learners.
Simple SuccessCustomer Experience Officer (CEO)
Sep. 2015 - Jan. 2021Redmond, WashingtonWorry Free Financial Freedom from Open Mind Generations
We Take The Worry Out Of Doing Finances Despite conventional wisdom that says we want freedom of choice, in many cases, when we're not the experts, we often REALLY want freedom FROM choice. :). We help with that, we don't make you move your money elsewhere, and we give you zero company bias.
Conover Capital ManagementSenior Financial Advisor
May. 2014 - Sep. 2015Bellevue, WashingtonI am an Senior Financial Advisor at Conover Capital Management in Bellevue, WA.
OneRedmondInvestor
Jan. 2012 - Jan. 2015Redmond, WashingtonOneRedmond was formed as a economic development group merging the Redmond Chamber of Commerce with two other similar groups.
Edward JonesFinancial Advisor
Nov. 2004 - Jan. 2014Redmond, Washington
MicrosoftSenior Program Manager
Apr. 1998 - Nov. 2004Redmond, WashingtonMy positions in reverse order at Microsoft were Release Manager for MSN Search, Program Manager for MSN Operations (I migrated MSN out of Canyon Park if you remember that), Program Manager for ITG (massive scale networking - at the time), and Technical Account Manager for Premier West (Stanford and Peoplesoft).
United States Air ForceGS-11 DoD Computer Network Administrator
Jan. 1986 - Apr. 1998Wright-Patterson AFB, Dayton, OhioI ran the base network at the end, contributing heavily to the Civil Engineering computer network up to that point. I was active duty Air Force from January 1986 - September 1989.
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