Top 40 Financial Services Companies in Lake Oswego

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Below is the list of Top 40 Financial Services Companies in Lake Oswego ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Lake Oswego

1. Pacific Residential Mortgage, Llc.

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: pacresmortgage.com

Company Founded: 2004

Company Size: 201-500

Company Address: 4949 Meadows Road, Lake Oswego, Oregon, United States

Pacific Residential Mortgage, Llc. Contact Details

Name Title LinkedIn Phone Email
Buddy Puckett Senior Mortgage Advisor
Eric Wiley Cxo And Founder - Chief Experience Officer
Fred Buttram Chief Production Officer- Pacific Residential Mortgage, Llc
Dan Aughney Producing Group Manager
Joe Mosley Production Group Manager
Jake Wiley Lock Desk Analyst
Lisa Devaney Regional Production Director And Clackamas And Eugene And Wilsonville Branch Manager
Requires/Intent and 95 more Employees
Risk Assessment & Mitigation
Performance Tracking & KPI Analytics
Blockchain & Cryptocurrency Solutions
Digital Payment & Subscription Solutions
and more

2. Massmutual Oregon

Industry: Financial Services

Location: Lake Oswego, Oregon

Company Size: 51-200

Company Address: 5885 Meadows Road, Lake Oswego, Oregon, United States

Massmutual Oregon Contact Details

Name Title LinkedIn Phone Email
Mitch Degandi Financial Representative At Massmutual Oregon
Nicholas Clark Senior Managing Partner At Massmutual Oregon And Registered Principal
Lucas Flores Financial Advisor
Joshua Stork Associate Financial Planning Director
L Jake Odegaard Paraplanner
Alex Couch Financial Services Professional
Jason Daily Financial Services Representative
Requires/Intent and 11 more Employees
ERP For Financial Institutions
Cloud Computing Solutions
Mortgage & Loan Processing
Asset Management
API Integration For FinTech
and more

3. Vantage Mortgage Group, Inc.

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: vantagemortgagegroup.com

Company Founded: 2007

Company Size: 11-50

Company Address: 17040 Pilkington Road, Lake Oswego, Oregon, United States

Vantage Mortgage Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Crms Andy W. Harris Manager
Chris Borg Loan Consultant
Sheila Smith Mortgage Broker
Kyle Bennett Loan Consultant
Todd Gydesen Mortgage Broker Nmls # 89835
Amanda Good Mortgage Consultant At Vantage Mortgage Group Inc
Yumi Lynch Loan Consultant At Vantage Mortgage Group Inc
Requires/Intent and 1 more Employees
Data Analytics & Business Intelligence
Branding & Public Relations
Mortgage & Loan Processing
Employee Training & Workforce Development
Wealth Management
and more

4. Health Professionals Alliance

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: hpamembers.com

Company Size: 11-50

Health Professionals Alliance Contact Details

Name Title LinkedIn Phone Email
Doug Fettig Vice President Of Business Development
Requires/Intent
Banking & Payment Processing
Tax Planning & Strategy
and more

5. Succession Resource Group

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: successionresource.com

Company Founded: 2012

Company Size: 11-50

Company Address: 4800 Meadows Road, Lake Oswego, Oregon, United States

Succession Resource Group Contact Details

Name Title LinkedIn Phone Email
David Grau President And Chief Executive Officer
Nicole Sinclair Business Development Manager
Kuo-hsuan Pan Marketing And Brand Manager
Nicole Frey Senior Project Coordinator
Renata Hoeckel Office Manager
Kinsey Brown Director Of First Impressions
Nicole Johnson Administrative Assistant
Requires/Intent
Omnichannel Customer Support
Financial Auditing & Reporting
Loan Origination & Servicing Platforms
Mortgage & Loan Processing
and more

6. Paulson Investment Company, Llc

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: paulsoninvestment.com

Company Founded: 1970

Company Size: 51-200

Company Address: 5335 Southwest Meadows Road, Lake Oswego, Oregon, United States

Paulson Investment Company, Llc Contact Details

Name Title LinkedIn Phone Email
Al Landstrom Senior Vice President - Private Equity Venture Group
Scott Schaerer Vice President
Brady Clark Vice President Institutional Sales
Brian Ferguson Manager
Chet Paulson Chairman President And Chief Executive Officer
John Laresca Sales Trader
Timothy Major Stock Broker - Precious Metals And Resources
Requires/Intent and 16 more Employees
AI-powered Financial Insights
Portfolio Management
and more

7. Aldrich Wealth Lp

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: wealthadvisors.com

Company Founded: 1998

Company Size: 11-50

Company Address: 5665 Southwest Meadows Road, Lake Oswego, Oregon, United States

Aldrich Wealth Lp Contact Details

Name Title LinkedIn Phone Email
Nicole Rice Partner At Aldrich Wealth, Lp
Derek Cox Consultant
Darin Richards Chief Information Officer
Kayla Cook Wealth Manager | Financial Planner
Kathy Peterson Senior Retirement Plan Consultant
Heather Wonderly Partner + Director Of Corporate Retirement Plans
Jack Wendland Investment Analyst
Requires/Intent and 2 more Employees
IoT-enabled Smart Banking Solutions
Branding & Public Relations
ERP For Financial Institutions
and more

8. Vesta

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: trustvesta.com

Company Founded: 1995

Company Size: 501-1000

Company Address: 5400 Southwest Meadows Road, Lake Oswego, Oregon, United States

Vesta Contact Details

Name Title LinkedIn Phone Email
Mike Kruse Senior Product Owner
Juan Costantini General Counsel
Rob Marssdorf Analytics Data Manager
Alan Long Network Engineer
Kenneth Andrews Technical Implementation Manager
Jonathan Le Chief Risk Officer
Mark Hetchler Senior Release Engineer
Requires/Intent and 6 more Employees
Loan Origination & Servicing Platforms
Hedge Fund & Private Equity Consulting
Tax Planning & Strategy
and more

9. Fp Transitions

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: fptransitions.com

Company Founded: 1999

Company Size: 11-50

Company Address: 4900 Meadows, Lake Oswego, Oregon, United States

Fp Transitions Contact Details

Name Title LinkedIn Phone Email
Julia Sullivan Business Appraiser
Cindy Prater Business Process Consultant
Larry Hill Senior Vice President - Sales And Services
Christine Sjolin Vice President Strategic Development And Operations
Eric Leeper Vp, Research And Analysis
Kelsey Herman Associate Counsel
Stuart Smith Assistant General Counsel And Senior Consultant
Requires/Intent and 8 more Employees
Tax Planning & Strategy
Securities Trading & Brokerage
Financial Planning & Retirement Solutions
Performance Tracking & KPI Analytics
and more

10. Dext Capital

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: dextcapital.com

Company Founded: 2018

Company Size: 11-50

Company Address: 5285 Southwest Meadows Road, Lake Oswego, Oregon, United States

Dext Capital Contact Details

Name Title LinkedIn Phone Email
Kyin Lok President And Chief Executive Officer
Eric Gross Chief Operating Officer
Steven Carnegie Chief Technology Officer
Jeff Rathjen Senior Vice President - Vendor And Business Development Manager
Requires/Intent
Performance Tracking & KPI Analytics
IoT-enabled Smart Banking Solutions
Accounting Services
Loan Origination & Servicing Platforms
and more

11. Human Investing

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: humaninvesting.com

Company Founded: 2004

Company Size: 11-50

Company Address: 5335 Southwest Meadows Road, Lake Oswego, Oregon, United States

Human Investing Contact Details

Name Title LinkedIn Phone Email
Will Kellar Financial Advisor, Navigate By Human Investing
Marc Kadomatsu Partner, Director Of Financial Planning
Steve Harpham Investment Advisor
Jill Novak Operations And Marketing
Jill Novak Retirement Plan Services Team
Luke Schultz Director Of Tax
Shelly Chase Senior Client Service Administrator, Executive Wealth Team
Requires/Intent and 1 more Employees
Compliance & Regulatory Advisory
ESG & Sustainable Finance Consulting
Employee Training & Workforce Development
Portfolio Management
Mobile App Development For Financial Services
and more

12. Usa Direct Funding

Industry: Financial Services

Location: Lake Oswego, Oregon

Company Founded: 2006

Company Size: 201-500

Company Address: 4550 Kruse Way, Lake Oswego, Oregon, United States

Usa Direct Funding Contact Details

Name Title LinkedIn Phone Email
Mike Draper Assistant Vice President Secondary And Capital Markets Manager
Christian Willford Senior Account Executive
Mike Draper Vice President Secondary And Capital Markets Manager
Sarah Morrow Regional Sales Manager
Dan Williams Vice President
Ian Best Account Executive At Usa Direct Funding
Barbara Graddy Account Executive
Requires/Intent and 2 more Employees
Performance Tracking & KPI Analytics
Online Advertising & SEO
Digital Payment & Subscription Solutions
Sales & Lead Generation Strategy
Mortgage & Loan Processing
and more

13. Columbia Benefit Solutions

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: columbiabenefitsolutions.com

Company Founded: 1990

Company Size: 1-10

Company Address: 16325 Boones Ferry Road, Lake Oswego, Oregon, United States

Columbia Benefit Solutions Contact Details

Name Title LinkedIn Phone Email
Jill Pedersen Partner, Benefits Advisor
Kathy Gadinas Benefits Broker And Principal
Jay Lundgreen Account Services Representative
Requires/Intent
Treasury & Cash Flow Management
Quality Control & Assurance
Accounting Services
Debt Collection & Recovery
ERP For Financial Institutions
and more

14. Newland Mortgage Nmls #1833416

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: newlandmortgage.com

Company Founded: 2019

Company Size: 11-50

Company Address: 17891 Kelok Road, Lake Oswego, Oregon, United States

Newland Mortgage Nmls #1833416 Contact Details

Name Title LinkedIn Phone Email
Frank Sloan Managing Partner Nmlsr #413515
Stephanie Brown Mortgage Loan Broker, Nmls 404150 Company Nmls 1833416
Brian Williams Licensed Mortgage Broker
Requires/Intent
AI-powered Financial Insights
Loan Origination & Servicing Platforms
Fraud Detection & Prevention
Tax Planning & Strategy
Automation & Workflow Optimization
and more

15. Fiduciary Benchmarks

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: fiduciarybenchmarks.com

Company Founded: 2007

Company Size: 11-50

Company Address: 5335 Meadows Road, Lake Oswego, Oregon, United States

Fiduciary Benchmarks Contact Details

Name Title LinkedIn Phone Email
Brad Williams Vice President Of Engineering
Dawn Fama Marketing Manager At Fiduciary Benchmarks Insights, Llc
Aaron Rohrbacher Software Development Engineer In Test I
Haley Oliver Plan Analyst
Tom Kmak Chief Executive Officer
Jason Cole Retirement Plan Analyst
Requires/Intent
Digital Payment & Subscription Solutions
ESG & Sustainable Finance Consulting
and more

16. Sma Hub

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: smahub.com

Company Founded: 2013

Company Size: 1-10

Company Address: 4000 Kruse Way Place, Lake Oswego, Oregon, United States

Sma Hub Contact Details

Name Title LinkedIn Phone Email
Jonathan Walker President And Chief Executive Officer | Coà â â Founder
Robert Mcmanus Senior Sales Associate
Dylan Mumm Vice President Business Development
Requires/Intent
Technology Consulting
Wealth Management
and more

17. Horst & Graben Wealth Management

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: horstandgrabenwealth.com

Company Founded: 2018

Company Size: 1-10

Company Address: 3 Centerpointe Drive, Lake Oswego, Oregon, United States

Horst & Graben Wealth Management Contact Details

Name Title LinkedIn Phone Email
Jamieson Grabenhorst Founder
Casey Cleveland Founding Partner
Requires/Intent
Investment Advisory
Employee Training & Workforce Development
Financial Auditing & Reporting
and more

18. Macadam Capital Partners

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: macadamcapital.com

Company Founded: 1993

Company Size: 1-10

Company Address: 3 Centerpointe Drive, Lake Oswego, Oregon, United States

Macadam Capital Partners Contact Details

Name Title LinkedIn Phone Email
Bill Shaw Principal
Requires/Intent
Tax Planning & Strategy
Quality Control & Assurance
Cloud Computing Solutions
Financial Planning & Retirement Solutions
Wealth Management
and more

19. Aequitas Capital Management

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: aequitascapital.com

Company Founded: 1993

Company Size: 51-200

Company Address: 5300 Meadows Road, Lake Oswego, Oregon, United States

Aequitas Capital Management Contact Details

Name Title LinkedIn Phone Email
Thomas Ezra Financial Analyst
Janie Beyrle Receptionist
George Moon Business System Analyst
Molly Mcknight Executive Assistant
Jennifer Ramirez Patient Care Specialist
Tony Buda Chief Financial Officer
Dave Pierce Analyst
Requires/Intent and 1 more Employees
HR & Talent Acquisition
Document Management & E-signature Solutions
Branding & Public Relations
and more

20. Ggg Mezzanine Fund

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: gggmezz.com

Company Founded: 2016

Company Size: 1-10

Company Address: 5200 Southwest Meadows Road, Lake Oswego, Oregon, United States

Ggg Mezzanine Fund Contact Details

Name Title LinkedIn Phone Email
Brian Schkeryantz Founder
Requires/Intent
Loan Origination & Servicing Platforms
Wealth Management
Investment Advisory
Financial Auditing & Reporting
and more

21. Northwest Investment Counselors, Llc

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: nwic.net

Company Founded: 1998

Company Size: 1-10

Northwest Investment Counselors, Llc Contact Details

Name Title LinkedIn Phone Email
Christel Turkiewicz Principal, Relationship Manager
Alexander Dolle Portfolio Manager
Nancy Karwin Consultant
Maria Catala Client Service Associate
Requires/Intent
Online Advertising & SEO
Banking & Payment Processing
Hedge Fund & Private Equity Consulting
Asset Management
and more

22. Clear Financial Partners

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: clearfp.com

Company Founded: 1997

Company Size: 11-50

Company Address: 15573 Bangy Road, Lake Oswego, Oregon, United States

Clear Financial Partners Contact Details

Name Title LinkedIn Phone Email
Lacp Tim Clairmont President And Chief Executive Officer
Requires/Intent
Sales & Lead Generation Strategy
Corporate Finance Strategy
Credit Rating & Analysis
Insurance & Underwriting Services
Technology Consulting
and more

23. Lakeside Financial Group

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: lakesidefg.com

Company Founded: 2003

Company Size: 11-50

Lakeside Financial Group Contact Details

Name Title LinkedIn Phone Email
Chad Cromwell Principal
Souleymane Traore Accountant
Jim Mckay Tax Manager
Brenda Tracy Bookkeeper And Payroll+ At Lakeside Financial Group
Kim Heckel Support Personnel
Requires/Intent
Technology Consulting
Credit Rating & Analysis
Risk Assessment & Mitigation
Branding & Public Relations
ESG & Sustainable Finance Consulting
and more

24. Portland Financial Group

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: portlandfinancialgroup.com

Company Founded: 1987

Company Size: 1-10

Company Address: 5885 Meadows Road, Lake Oswego, Oregon, United States

Portland Financial Group Contact Details

Name Title LinkedIn Phone Email
Caroline Whitesell Relationship Manager
Betsy Kusyk Director Of Group Benefits
Requires/Intent
Performance Tracking & KPI Analytics
Sales & Lead Generation Strategy
Cloud Computing Solutions
and more

25. Oswego Mortgage Corporation

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: oswegomortgage.com

Company Founded: 1996

Company Size: 1-10

Company Address: 16524 Boones Ferry Road, Lake Oswego, Oregon, United States

Oswego Mortgage Corporation Contact Details

Name Title LinkedIn Phone Email
Sean Weakland Mortgage Loan Originator Nmls#263804
Tom Fitkin Owner And President Nmls Id 263844
Steve Beyrle Loan Officer
Requires/Intent
Automation & Workflow Optimization
Treasury & Cash Flow Management
and more

26. Lifelong Wealth Management

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: llwmg.com

Company Founded: 2009

Company Size: 1-10

Company Address: 5 Centerpointe Drive, Lake Oswego, Oregon, United States

Lifelong Wealth Management Contact Details

Name Title LinkedIn Phone Email
Jason Gong Wealth Manager At Lifelong Wealth Management
Meena Rancourt Business Development
Requires/Intent
Cybersecurity & Data Protection
Risk Assessment & Mitigation
and more

27. Riverbend Lending

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: riverbendlending.com

Company Founded: 2017

Company Size: 11-50

Company Address: 5 Centerpointe Drive, Lake Oswego, Oregon, United States

Riverbend Lending Contact Details

Name Title LinkedIn Phone Email
Jeffrey Swiney Vice President Of Capital Markets
Requires/Intent
Digital Payment & Subscription Solutions
ESG & Sustainable Finance Consulting
ERP For Financial Institutions
Cybersecurity & Data Protection
and more

28. The Consortium (financial Services Compliance)

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: liftburden.com

Company Founded: 1989

Company Size: 1-10

Company Address: 5285 Southwest Meadows Road, Lake Oswego, Oregon, United States

The Consortium (financial Services Compliance) Contact Details

Name Title LinkedIn Phone Email
Todd Sakoda Compliance Consultant
Requires/Intent
Branding & Public Relations
Insurance & Underwriting Services
and more

29. Bridge City Lending Llc

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: bridgecitylending.net

Company Founded: 2015

Company Size: 1-10

Bridge City Lending Llc Contact Details

Name Title LinkedIn Phone Email
Emily Watson Account Representative
Kaely Garred Office Manager
Requires/Intent
Credit Rating & Analysis
Financial Forecasting & Modeling
Corporate Finance Strategy
Fraud Detection & Prevention
Cloud Computing Solutions
and more

30. Safe Harbor Mortgage

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: safeharbormortgage.com

Company Founded: 2007

Company Size: 51-200

Company Address: 5000 Southwest Meadows Road, Lake Oswego, Oregon, United States

Safe Harbor Mortgage Contact Details

Name Title LinkedIn Phone Email
Ann Hope Author And Human Services
Roger Eyraud Assistant Vice President
Steven Wood Team Lead And Senior Mortgage Consultant
Kyle Kline Senior Mortgage Consultant
Bob Howard Chairman
Troy Smith Senior Mortgage Consultant
Tom Dempster Loan Originator
Requires/Intent and 6 more Employees
Insurance & Underwriting Services
Wealth Management
Data Analytics & Business Intelligence
Risk Assessment & Mitigation
Debt Collection & Recovery
and more

31. Aldrich Wealth Lp

Industry: Financial Services

Location: Lake Oswego, Oregon

Company Founded: 1998

Company Size: 11-50

Company Address: 5665 Southwest Meadows Road, Lake Oswego, Oregon, United States

Aldrich Wealth Lp Contact Details

Name Title LinkedIn Phone Email
Kayla Lopuch Financial Planner
Justin Barchus Recordkeeping Specialist
Requires/Intent
Insurance & Underwriting Services
Compliance & Regulatory Advisory
Credit Rating & Analysis
Mortgage & Loan Processing
and more

32. Filigree Advisors

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: filigreeadvisors.com

Company Size: 1-10

Filigree Advisors Contact Details

Name Title LinkedIn Phone Email
Chris Dudley Partner
Requires/Intent
Performance Tracking & KPI Analytics
Financial Auditing & Reporting
and more

33. Willamette Financial Advisors, Llc

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: willamettefinancialadvisors.com

Company Founded: 2014

Company Size: 1-10

Company Address: 5335 Southwest Meadows Road, Lake Oswego, Oregon, United States

Willamette Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Janie Selby Operations And Compliance Officer
Requires/Intent
Compliance & Regulatory Advisory
Digital Payment & Subscription Solutions
and more

34. Sunset Mortgage Company

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: sunsetmortgageco.com

Company Size: 11-50

Company Address: 4230 Galewood Street, Lake Oswego, Oregon, United States

Sunset Mortgage Company Contact Details

Name Title LinkedIn Phone Email
Rob Ezell Senior Loan Officer
Steven Rickards Senior Mortgage Advisor
Jennifer Gott Junior U And W
Cathy Kingery Senior Loan Officer And Manager
Cherre Treece Human Resources Administrator
Diana Hemersbach Funder At Sunset Mortgage Company
Brent Stanek Business Development Manager
Requires/Intent and 20 more Employees
IoT-enabled Smart Banking Solutions
Digital Payment & Subscription Solutions
Blockchain & Cryptocurrency Solutions
and more

35. Platika Financial Solutions Inc.

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: platikafinancial.com

Company Size: 1-10

Company Address: 3689 Carman Drive, Lake Oswego, Oregon, United States

Platika Financial Solutions Inc. Contact Details

Name Title LinkedIn Phone Email
Diana Platika Owner
Requires/Intent
Cloud Computing Solutions
Mortgage & Loan Processing
and more

36. Independent Actuaries, Inc.

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: independentactuaries.com

Company Founded: 1994

Company Size: 11-50

Company Address: 4500 Kruse Way, Lake Oswego, Oregon, United States

Independent Actuaries, Inc. Contact Details

Name Title LinkedIn Phone Email
Libby Moore Vice President And Owner|pension Actuary
Requires/Intent
Insurance & Underwriting Services
Compliance & Regulatory Advisory
Accounting Services
Debt Collection & Recovery
and more

37. Swanson Financial Services, Inc.

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: swansonfs.com

Company Founded: 1996

Company Size: 11-50

Company Address: 4309 Oakridge Road, Lake Oswego, Oregon, United States

Swanson Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Tessa Daigle Executive Assistant
Michael Higuera Operations Manager
Requires/Intent
AI-powered Financial Insights
Automation & Workflow Optimization
and more

38. Cromwell & Company

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: cromwellcompany.com

Company Size: 1-10

Company Address: 4949 Southwest Meadows Road, Lake Oswego, Oregon, United States

Cromwell & Company Contact Details

Name Title LinkedIn Phone Email
Chad Cromwell President - Investment Manager
Requires/Intent
Loan Origination & Servicing Platforms
Asset Management
Mortgage & Loan Processing
Blockchain & Cryptocurrency Solutions
Financial Auditing & Reporting
and more

39. Doorway Mortgage

Industry: Financial Services

Location: Lake Oswego, Oregon

Website: doorwaymortgage.com

Company Size: 11-50

Company Address: 4900 Meadows Road, Lake Oswego, Oregon, United States

Doorway Mortgage Contact Details

Name Title LinkedIn Phone Email
Don Rose Senior Loan Officer
Requires/Intent
Risk Management & Compliance
Corporate Finance Strategy
Quality Control & Assurance
and more
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Lake Oswego Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Buddy Puckett Pacific Residential Mortgage, Llc. Senior Mortgage Advisor
2 Eric Wiley Pacific Residential Mortgage, Llc. Cxo And Founder - Chief Experience Officer
3 Fred Buttram Pacific Residential Mortgage, Llc. Chief Production Officer- Pacific Residential Mortgage, Llc
4 Dan Aughney Pacific Residential Mortgage, Llc. Producing Group Manager
5 Joe Mosley Pacific Residential Mortgage, Llc. Production Group Manager
6 Jake Wiley Pacific Residential Mortgage, Llc. Lock Desk Analyst
7 Lisa Devaney Pacific Residential Mortgage, Llc. Regional Production Director And Clackamas And Eugene And Wilsonville Branch Manager
8 Mitch Degandi Massmutual Oregon Financial Representative At Massmutual Oregon
9 Nicholas Clark Massmutual Oregon Senior Managing Partner At Massmutual Oregon And Registered Principal
10 Lucas Flores Massmutual Oregon Financial Advisor
11 Joshua Stork Massmutual Oregon Associate Financial Planning Director
12 L Jake Odegaard Massmutual Oregon Paraplanner
13 Alex Couch Massmutual Oregon Financial Services Professional
14 Jason Daily Massmutual Oregon Financial Services Representative
15 Crms Andy W. Harris Vantage Mortgage Group, Inc. Manager
16 Chris Borg Vantage Mortgage Group, Inc. Loan Consultant
17 Sheila Smith Vantage Mortgage Group, Inc. Mortgage Broker
18 Kyle Bennett Vantage Mortgage Group, Inc. Loan Consultant
19 Todd Gydesen Vantage Mortgage Group, Inc. Mortgage Broker Nmls # 89835
20 Amanda Good Vantage Mortgage Group, Inc. Mortgage Consultant At Vantage Mortgage Group Inc
21 Yumi Lynch Vantage Mortgage Group, Inc. Loan Consultant At Vantage Mortgage Group Inc
22 Doug Fettig Health Professionals Alliance Vice President Of Business Development
23 David Grau Succession Resource Group President And Chief Executive Officer
24 Nicole Sinclair Succession Resource Group Business Development Manager
25 Kuo-hsuan Pan Succession Resource Group Marketing And Brand Manager
26 Nicole Frey Succession Resource Group Senior Project Coordinator
27 Renata Hoeckel Succession Resource Group Office Manager
28 Kinsey Brown Succession Resource Group Director Of First Impressions
29 Nicole Johnson Succession Resource Group Administrative Assistant
30 Al Landstrom Paulson Investment Company, Llc Senior Vice President - Private Equity Venture Group
31 Scott Schaerer Paulson Investment Company, Llc Vice President
32 Brady Clark Paulson Investment Company, Llc Vice President Institutional Sales
33 Brian Ferguson Paulson Investment Company, Llc Manager
34 Chet Paulson Paulson Investment Company, Llc Chairman President And Chief Executive Officer
35 John Laresca Paulson Investment Company, Llc Sales Trader
36 Timothy Major Paulson Investment Company, Llc Stock Broker - Precious Metals And Resources
37 Nicole Rice Aldrich Wealth Lp Partner At Aldrich Wealth, Lp
38 Derek Cox Aldrich Wealth Lp Consultant
39 Darin Richards Aldrich Wealth Lp Chief Information Officer
40 Kayla Cook Aldrich Wealth Lp Wealth Manager | Financial Planner

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