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Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.
Below is the list of Top 100 Financial Services Companies in Oregon ranked based on company size, client reviews, services and awards.
1. First Tech Federal Credit Union
Industry: Financial Services
Location: Oregon
Website: firsttechfed.com
Company Founded: 1961
Company Size: 1001-5000
First Tech Federal Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Teresa Hess | Senior Director Total Rewards And Operations | |||
| Jonathan Pape | Search Engine Marketing Manager | |||
| Bennie Boatman | Senior Director, It Governance, Risk And Compliance | |||
| Matthew Hanna | Assistant Manager: Home Equity | Centralized Lending Mortgage Loan Officer | |||
| Marito Domingo | Chief Investment Officer | |||
| Kristen Mann | Mortgage Loan Officer - Nmls 404406 | |||
| Samuel Cook | Servicing Manager |
2. The Standard
Industry: Financial Services
Location: Oregon
Website: standard.com
Company Size: 1001-5000
Company Address: 1100 Southwest Sixth Avenue, Portland, Oregon, United States
The Standard Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Steven Mcgonagle | National Practice Leader Absence Management | |||
| Corina Gandenberger | Senior Talent Acquisition Partner | |||
| Brad Weber | Retirement Plan Consultant | |||
| Susan Bruechner | Vice President And Chief Human Resources Officer | |||
| A.j Ijaz | Vice President Of Retirement Plan Services | |||
| Adam Dooley | Employee Benefits Consultant | |||
| David Knox | Employee Benefits Sales Manager |
3. M Financial Group
Industry: Financial Services
Location: Oregon
Website: mfin.com
Company Founded: 1978
Company Size: 201-500
Company Address: 1125 Northwest Couch Street, Portland, Oregon, United States
M Financial Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Beau Riche | Director Of Enterprise Data | |||
| Lauren Altemari | Transitions Specialist | |||
| Kate Mueller | Senior Graphic Designer | |||
| Shaunmarie Gutbezahl | Vice President Of Marketing And Communications | |||
| Craig Shigeno | Vice President, President Of M Financial Re And Chief Operating Officer Of M Financial Re | |||
| Kimberly Michaelson | Executive Assistant To Rachel Livek, Vice President Human Resources And Shared Services | |||
| Jeff Struthers | Director, M Insurance Solutions |
4. Premier Mortgage Resources
Industry: Financial Services
Location: Oregon
Website: pmrloans.com
Company Founded: 1991
Company Size: 51-200
Company Address: 1325 Northwest Flanders, Portland, Oregon, United States
Premier Mortgage Resources Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| David Redfield | Ccs | |||
| Kathy Kemper-zanck | Branch Manager And Senior Loan Officer - Nmls 255580 | |||
| Cory Swain | Managing Partner | |||
| David Baker | Director Of Real Estate Partnerships | |||
| Kayla Kilpatrick | Transaction Coordinator, Loan Processor And Assistant To Mark Feller | |||
| Randall Francis | Mortgage Consultant And Lone Originator | |||
| Lane Lowry | Business Development Manager |
5. Pacific Residential Mortgage, Llc.
Industry: Financial Services
Location: 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 | Phone | ||
|---|---|---|---|---|
| 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 |
6. Sila
Industry: Financial Services
Location: Oregon
Website: silamoney.com
Company Founded: 2018
Company Size: 1-10
Company Address: 920 Southwest 6th Avenue, Portland, Oregon, United States
Sila Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Isaac Hines | Chief Operations Officer | |||
| Bruce Hohensee | Making Payments Should Be Easy, Ask Me How: Relationship Manager | |||
| Deepanshu Tyagi | Blockchain Developer | |||
| Shamir Karkal | Co-founder And Chief Executive Officer | |||
| Bruke Getachew | Support Manager | |||
| Anthony Mack | Senior Frontend Engineer | |||
| John Burk | Backend Engineer |
7. Rogue Credit Union
Industry: Financial Services
Location: Oregon
Company Founded: 1956
Company Size: 201-500
Company Address: 1370 Center Drive, Medford, Oregon, United States
Rogue Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Gene Pelham | President And Chief Executive Officer | |||
| Pamela Landis | Mortgage Loan Officer | |||
| Karen Zerger | Chief Administration Officer | |||
| Theresa Morris | Management And Soft Skills Trainer | |||
| Bonnie Glidewell | Financial Education Coordinator | |||
| Neil Jones | Creative | |||
| Tyler Holbrook | Assistant Vice President Of Member Delivery |
8. Unitus Community Credit Union
Industry: Financial Services
Location: Oregon
Website: unitusccu.com
Company Founded: 1937
Company Size: 201-500
Company Address: 1300 Southwest 6th Avenue, Portland, Oregon, United States
Unitus Community Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Aaron Bledy | Payments Product Manager | |||
| Denise Stewart | Business Development Officer | |||
| Scott Bell | Chief Experience Officer | |||
| Michael Hansen | Assistant Vice President, Regional Branch Manager | |||
| Brian Devereux | Chief Lending Officer | |||
| Maod Gigi Gardner | Organizational Development Consulting And Coaching | |||
| Kimberly Howland | Senior Training And Development Specialist |
9. Genesis Financial Solutions
Industry: Financial Services
Location: Oregon
Website: genesis-fs.com
Company Founded: 2001
Company Size: 501-1000
Company Address: 15220 Northwest Greenbrier Parkway, Beaverton, Oregon, United States
Genesis Financial Solutions Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rachel Lewis | Senior Human Resources Manager | |||
| Shauna Plourd | It Coordinator | |||
| Robert Knoke | Director Of Operations | |||
| Eli Duhon | Email Platform Administrator | |||
| William Reese | Program Manager | |||
| Evan Bryman | Chief Operations Officer | |||
| Kevin Casebeer | Director Of Compliance |
10. Aldrich
Industry: Financial Services
Location: Oregon
Website: aldrichadvisors.com
Company Founded: 1973
Company Size: 201-500
Company Address: 5665 Southwest Meadows Road, Portland, Oregon, United States
Aldrich Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Joe Schneid | Partner | |||
| Lucas Zettle | Chief Financial Officer | |||
| Tyler Conroy | Financial Paraplanner | |||
| Matthew Kanter | Tax Manager | |||
| Trent Hardin | Senior Associate Auditor | |||
| Tracy Allen | Cpa, Ccifp, Partner, Construction Niche | |||
| Cody Karlin | Digital Marketing Specialist |
11. Sole® Financial
Industry: Financial Services
Location: Oregon
Website: solepaycard.com
Company Founded: 2004
Company Size: 51-200
Company Address: 1675 Southwest Marlow Avenue, Portland, Oregon, United States
Sole® Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Chelsea Thornton | Vice President Of Sales | |||
| Arnold Gomez | Client Services Manager | |||
| Alex Ugarte | Visa Paycard Specialist | |||
| Amanda Valenzuela | Social Media And Content Manager | |||
| Dallas Harmon | Business Development Manager | |||
| Dawn Koenninger | Chief Financial Officer | |||
| William Malay | Business Development Manager |
12. Nvoicepay
Industry: Financial Services
Location: Oregon
Website: nvoicepay.com
Company Founded: 2009
Company Size: 51-200
Company Address: 8905 Southwest Nimbus Avenue, Beaverton, Oregon, United States
Nvoicepay Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dave Chen | Board Member | |||
| Lisa Lambert | Senior Administrative Assistant | |||
| James Wright | Vice President Enterprise Sales | |||
| Jeff Sarafa | Director Of Finance And Accounting | |||
| Kim Lockett | Supplier Support Services | |||
| Daniel Greco | Vice President Sales Of Northeast | |||
| Jason Krankota | Vice President Construction Sales |
13. Searchfunder.com
Searchfunder.com Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Luke Tatone | Founder And Chief Executive Officer |
14. Transfer Online
Industry: Financial Services
Location: Oregon
Website: transferonline.com
Company Founded: 1999
Company Size: 11-50
Company Address: 512 Southeast Salmon Street, Portland, Oregon, United States
Transfer Online Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Anass Zolgami | Software Developer | |||
| Bryan Cochran | Director Of Operations | |||
| Carolyn Hall | Account Executive | |||
| John Kubancik | Account And Project Coordinator | |||
| Barbara Hughes | Bookkeeper | |||
| Sarah Lewis | Executive Assistant | |||
| Aleksandar Jovanovic | Office Clerk |
15. Stoneway Financial Services
Industry: Financial Services
Location: Oregon
Website: stonewayinsurance.com
Company Founded: 2011
Company Size: 11-50
Company Address: 222 Northeast 2nd, Gresham, Oregon, United States
Stoneway Financial Services Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brian Lowery | Founder And Chief Executive Officer | |||
| David Netherly | Marketing Director | |||
| Janis Keller | Field Marketing Representative | |||
| Karen Young | Field Marketing Representative | |||
| Julie Rivera | Fmr And Licensed Life Agent |
16. Akt Cpas, Advisors, Consultants
Industry: Financial Services
Location: Oregon
Website: aktadvisors.com
Company Founded: 1973
Company Size: 11-50
Company Address: 5665 Southwest Meadows Road, Portland, Oregon, United States
Akt Cpas, Advisors, Consultants Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mark Birge | Partner | |||
| Mykim Tran | Resource Manager | |||
| John Lauseng | Chief Executive Officer | |||
| Tara Nunn | Human Resources Manager | |||
| Heather Toller | Senior Account Manager For Aldrich Benefits | |||
| Kellan Davis | Audit Manager | |||
| Michael Moberg | Tax Manager - Manufacturing Niche |
17. The Partners Group
Industry: Financial Services
Location: Oregon
Website: tpgrp.com
Company Founded: 1981
Company Size: 51-200
Company Address: 11850 Southwest 67th Avenue, Portland, Oregon, United States
The Partners Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Roderick Cruickshank | President And Chief Executive Officer | |||
| Gary Alton | Senior Vice President National Accounts | |||
| Geneva Stegemoller | Wealth Management Consultant | |||
| Nichole Jett | Implementation Team Lead | |||
| Chase Fettig | Benefit Technology Account Manager | |||
| Michelle Gallardo | Personal Insurance Advisor At The Partners Group | |||
| Noel Ganis | Employee Benefits Account Manager |
18. Mortgage Express
Industry: Financial Services
Location: Oregon
Website: mtgxps.com
Company Founded: 1999
Company Size: 51-200
Company Address: 10260 Southwest Greenburg Road, Portland, Oregon, United States
Mortgage Express Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Starr Don | Senior Loan Officer, Builder Services | |||
| Jim Palazzolo | Mortgage Loan Officer #307736 | |||
| Christian Disney | Loan Officer | |||
| Brianna Lindley | Mortgage Loan Officer | |||
| Vinny Rodriguez | Loan Officer Nmls #1246170 | |||
| Ranae Loeb | Mortgage Consultant | |||
| Jonathan Capellen | Loan Officer |
19. Quiktrak
Industry: Financial Services
Location: Oregon
Website: quiktrak.com
Company Founded: 1991
Company Size: 51-200
Company Address: 9700 Southwest Nimbus Avenue, Beaverton, Oregon, United States
Quiktrak Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Rob Murphy | Head Of Operations | |||
| Tom Pear | Field Auditor | |||
| Woody Easterday | Software Quality Analyst | |||
| Al Suhail | Senior Database Developer | |||
| Koko Boyd | Auditor And Inspector | |||
| Julia Andrews | National Account Executive | |||
| Bpm William Hoen | Lead It Project Manager And Release Train Engineer |
20. Northwestern Home Loans
Industry: Financial Services
Location: Oregon
Website: northwesternhomeloans.com
Company Founded: 2010
Company Size: 11-50
Company Address: 906 Northwest Harriman Street, Bend, Oregon, United States
Northwestern Home Loans Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matthew Keck | Business Manager - Producing | |||
| Matthew Sieverson | Mortgage Advisor | |||
| Matt Advocate | Nmls #114939 - Branch Manager | |||
| Brandon Mears | Mortgage Loan Officer | |||
| Kelly Baer | Licensed Loan Partner | |||
| Danielle Gregory | Nmls # 1552238 | |||
| Dana Bruce | Mortgage Loan Officer Nmls 284298 |
21. Massmutual Oregon
Industry: Financial Services
Location: Oregon
Company Size: 51-200
Company Address: 5885 Meadows Road, Lake Oswego, Oregon, United States
Massmutual Oregon Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| 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 |
22. Arnerich Massena, Inc
Industry: Financial Services
Location: Oregon
Website: am-a.com
Company Founded: 1991
Company Size: 51-200
Company Address: 2045 Northeast Martin Luther King Jr Boulevard, Portland, Oregon, United States
Arnerich Massena, Inc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bryan Shipley | Co-ceo | |||
| Melody Behnke | Senior Investment Advisor | |||
| Chris Van | Institutional Advisor | |||
| James Ellis | Senior Investment Consultant | |||
| Ben Larsen | Research Analyst Ii | |||
| Dorothy Bottini | Performance Measurement Analyst | |||
| Ben Larsen | Research Analyst Ii |
23. Oregon State Credit Union
Industry: Financial Services
Location: Oregon
Website: oregonstatecu.com
Company Founded: 1954
Company Size: 201-500
Company Address: 4800 Southwest Research Way, Corvallis, Oregon, United States
Oregon State Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mike Corwin | Assistant Vice President For Public Relations And Business Development | |||
| Steven Gillen | Director Of Marketing | |||
| Michelle Foose | Assistant Director Of Real Estate Servicing | |||
| Jim Patterson | Executive Vice President And Chief Communications And Experience Officer | |||
| Brianna York | Centralized Loan Processor | |||
| Peter Walker | Director Of Regional Branch Services | |||
| Paige Jackson | Vice President Human Resources |
24. Indinero
Industry: Financial Services
Location: Oregon
Website: indinero.com
Company Founded: 2009
Company Size: 51-200
Company Address: 421 Southwest 6th Avenue, Portland, Oregon, United States
Indinero Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Corey White | Engagement Manager | |||
| Tyson Yoon | Regional Director | |||
| Tom Gabbert | Vice President Operations | |||
| Wouter Osinga | Assistant Controller | |||
| Jeff Good | Chief Financial Officer | |||
| Beth Speckman | Talent Acquisition Manager | |||
| Madison Yeazel | Account Manager |
25. Vantage Mortgage Group, Inc.
Industry: Financial Services
Location: 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 | Phone | ||
|---|---|---|---|---|
| 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 |
26. Charter School Capital, Inc.
Industry: Financial Services
Location: Oregon
Company Founded: 2006
Company Size: 51-200
Charter School Capital, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Shannon Schrecengost | Inside Sales Manager | |||
| Kaitlyn Frangipane | Senior Accounting Manager | |||
| Brittini Smith | Marketing Operations Manager | |||
| Thomas Alberini | Acquisitions And Underwriting Manager | |||
| Mike Robinson | Client Service Representative | |||
| Drew Mcmahen | Senior Director Of Business Development | |||
| Matt Percin | Director Of Financial Analysis And Risk |
27. Kimsa Total Wealth
Industry: Financial Services
Location: Oregon
Website: kimsawealth.com
Company Founded: 2017
Company Size: 1-10
Company Address: 13190 Southwest 68th Parkway, Portland, Oregon, United States
Kimsa Total Wealth Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Luke Adams | Marketing Director - Kimsa | |||
| Scott Berry | Manager | |||
| Michael Carta | Director Of Insurance | |||
| Scott Berry | Advisor | |||
| John Pereira | Financial Services Representative |
28. Confluence Wealth Management
Industry: Financial Services
Location: Oregon
Website: confluencewealth.com
Company Founded: 2011
Company Size: 11-50
Company Address: 1211 Southwest 5th Avenue, Portland, Oregon, United States
Confluence Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Katherine Phillips | Asso Wealth Advisor | |||
| Cfpâ Katherine Phillips | Asso Wealth Advisor | |||
| Chris Sittner | Tax And Financial Planning Analyst | |||
| Kathleen Kee | Chief Executive Officer | |||
| Rick Schmidt | Financial Advisor | |||
| Bryan Smith | Partner | |||
| Jason Lawton | Partner |
29. Finity Group, Llc ®
Industry: Financial Services
Location: Oregon
Website: thefinitygroup.com
Company Size: 11-50
Company Address: 4380 South Macadam Avenue, Portland, Oregon, United States
Finity Group, Llc ® Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jeff Standish | Financial Associate | |||
| Hayden Peterson | Financial Advisor | |||
| John Neri | Wealth Management Advisor | |||
| Evan Connell | Associate | |||
| Cole Kimball | Chief Investment Officer, Financial Advisor | |||
| Justin Fukuhara | Investment Department Assistant | |||
| Amanda Doyle | Vice President Of Operations |
30. Anderson & Loe, Inc,
Anderson & Loe, Inc, Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Gary Anderson | Principal |
31. Bumped Inc
Industry: Financial Services
Location: Oregon
Website: bumped.com
Company Founded: 2017
Company Size: 11-50
Bumped Inc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| David Nelsen | Chief Executive Officer And Founder | |||
| Dave Merriwether | Chief Product Officer | |||
| Skye Selbiger | Senior Product Designer | |||
| Kenny Grimes | Vice President Of Operations | |||
| Elizabeth Stignei | Executive Assistant | |||
| Carly Thelander | Software Engineer | |||
| Jessica Hughes | Product Support Lead |
32. Equilibrium Capital
Industry: Financial Services
Location: Oregon
Website: eq-cap.com
Company Founded: 2008
Company Size: 11-50
Company Address: 415 Northwest 11th Avenue, Portland, Oregon, United States
Equilibrium Capital Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Raimund Grube | Principal | |||
| Gavin Haladay | Vice President | |||
| Damon Yuzon | Principal | |||
| Tony Konen | Junior Accountant | |||
| Michaele Gobel | Vice President Finance | |||
| Dasha Maletis | Senior Accountant | |||
| Tracy Barlow | Infrastructure And Human Resources Administrator |
33. Gregory Funding
Industry: Financial Services
Location: Oregon
Website: gregoryfunding.com
Company Founded: 1994
Company Size: 51-200
Company Address: P/o Box 25430, Portland, Oregon, United States
Gregory Funding Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Marcus Lofftus-brown | Reo Manager | |||
| Breana Whittington | Insurance Analyst | |||
| Yoram Ariel | Software Developer |
34. Cable Hill Partners
Industry: Financial Services
Location: Oregon
Website: cablehill.com
Company Founded: 2014
Company Size: 11-50
Company Address: 1155 Southwest Morrison Street, Portland, Oregon, United States
Cable Hill Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cara Miller | Relationship Manager | |||
| Alan Ford | Lead Advisor And Business Development | |||
| Shelby Desiervo | Financial Advisor | |||
| Crpsâ Shelby Desiervo | Financial Advisor | |||
| Hill David Christian | Founding Partner, Managing Director | |||
| Hill Shelby Gatewood | Relationship Manager | |||
| Susan Watson | Director Of Human Resources And Operations, Chief Creative Officer |
35. Seedpay
Industry: Financial Services
Location: Oregon
Website: seedpay.com
Company Founded: 2017
Company Size: 1-10
Company Address: 1615 Southeast 33rd Avenue, Portland, Oregon, United States
Seedpay Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Amy Pearl | Director Of Community Development | |||
| Bryan Joseph | Director, Technology |
36. Peak Mortgage
Industry: Financial Services
Location: Oregon
Website: peakmtg.com
Company Founded: 2013
Company Size: 51-200
Company Address: 8215 Southwest Tualatin Sherwood Road, Tualatin, Oregon, United States
Peak Mortgage Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Blair Bell | Mortgage Loan Officer | |||
| Michelle Ross | Mortgage Loan Underwriter De And Sar | |||
| Jerry Ray | Director Of Branch Acquisition And Market Development | |||
| Leah Wright | Mortgage Loan Consultant | |||
| Devin White | Mortgage Planner | |||
| Kathy Dunn | Operations Manager | |||
| Thomas Drinkwater | Branch Manager -nw Equity Solutions |
37. Health Professionals Alliance
Health Professionals Alliance Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Doug Fettig | Vice President Of Business Development |
38. Transaction Tax Resources, Inc.
Industry: Financial Services
Location: Oregon
Website: ttrus.com
Company Size: 51-200
Company Address: 3850 Northeast Three Mile Lane, Mcminnville, Oregon, United States
Transaction Tax Resources, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Brian Elliott | Leader - Customer Care | |||
| Kelly Davis | Indirect Tax - National Business Development | |||
| Becky Turner | Business Development Assistant Director | |||
| Elisama Webster | National Business Development Manager | |||
| Ryan Carlson | Business Development Manager | |||
| Conan Royce | Executive, Laws And Rates Teams | |||
| Jacob Dial | Senior Associate |
39. Kingsview Asset Management
Industry: Financial Services
Location: Oregon
Website: kingsviewam.com
Company Founded: 2014
Company Size: 51-200
Company Address: 509 Southeast 7th Street, Grants Pass, Oregon, United States
Kingsview Asset Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Aaron Klemow | Managing Director - Institutional Sales | |||
| Josh Lewis | Chairman And Senior Partner | |||
| Benjamin Ott | Partner | |||
| Matthew Stolen | Director Of Compliance | |||
| Todd Confarotta | Financial Advisor | |||
| Sean Mcgillivray | Chief Executive Officer | |||
| Jean Ruddy | Licensed Senior Branch Office Administrator |
40. Mcgee Wealth Management
Industry: Financial Services
Location: Oregon
Website: mcgeewm.com
Company Founded: 1983
Company Size: 11-50
Company Address: 12455 Southwest 68th Avenue, Portland, Oregon, United States
Mcgee Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Sarah Berry | Vice President, Director Of Business Development, Wealth Manager | |||
| Linette Dobbins | President | Chief Creative Officer | Co-owner | |||
| Jennifer Gutridge | Executive Vice President | |||
| Joel Schierman | Financial Paraplanner | |||
| Erin Larsen | Investment Operations And Branch Professional | |||
| Michon Mccabe | Client Service Associate And Branch Professional |
41. Left Coast Financial Solutions
Industry: Financial Services
Location: Oregon
Website: leftcoastfs.com
Company Founded: 2016
Company Size: 1-10
Company Address: 920 Southwest 6th Avenue, Portland, Oregon, United States
Left Coast Financial Solutions Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Zachery Taylor | Account Services | |||
| Daniel Herrington | Chief Operating Officer |
42. Allen Trust Company
Industry: Financial Services
Location: Oregon
Website: allentrust.com
Company Founded: 2001
Company Size: 11-50
Company Address: 121 Southwest Morrison Street, Portland, Oregon, United States
Allen Trust Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Stuart Allen | President And Chief Executive Officer | |||
| Parker Gallagher | Assistant Portfolio Manager And Tax Specialist | |||
| Sarah Allen | Director | |||
| Tara Hendison | Principal, Executive Vice President | |||
| M Kate Mcginn | Assistant Trust Officer | |||
| Stephen Paul | Tax Director And Assistant Portfolio Manager | |||
| Andreas Steven | Chief Operating Officer |
43. Loanstar Home Lending
Industry: Financial Services
Location: Oregon
Website: goloanstar.com
Company Founded: 2013
Company Size: 201-500
Company Address: 9020 Southwest Washington Square Road, Portland, Oregon, United States
Loanstar Home Lending Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Nina Kirby | Loan Officer At Loanstar Home Lending | |||
| Binh Le | Closing Manager | |||
| John Johnson | Mortgage Loan Originator - Nmls 1247543 | |||
| Nolwenn Mandrou | Processing Assistant | |||
| Eric Baldwin | Loan Officer | |||
| Kelva Stroud | Closing Manager | |||
| Nichole Kenny | Senior Loan Officer |
44. Oregon First Community Credit Union
Industry: Financial Services
Location: Oregon
Website: myfirstccu.org
Company Founded: 1957
Company Size: 201-500
Company Address: 200 North Adams Street, Coquille, Oregon, United States
Oregon First Community Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Reid Bastian | Branch Manager | |||
| Melanie Harris | Mortgage Loan Servicer | |||
| Susan Harrington | Vice President Of Sales | |||
| Emily Richardson | Branch Manager | |||
| Micah Holzman | Financial Service Representative | |||
| Erin Harris | Financial Services Representative | |||
| Kevin Kight | Mortgage Loan Officer |
45. Succession Resource Group
Industry: Financial Services
Location: 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 | Phone | ||
|---|---|---|---|---|
| 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 |
46. Paulson Investment Company, Llc
Industry: Financial Services
Location: 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 | Phone | ||
|---|---|---|---|---|
| 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 |
47. Norris, Beggs & Simpson
Industry: Financial Services
Location: Oregon
Website: nbscollc.com
Company Founded: 1932
Company Size: 11-50
Company Address: 121 Southwest Morrison, Portland, Oregon, United States
Norris, Beggs & Simpson Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jan Robertson | Chief Operating Officer | |||
| H.roger Qualman | Principal | |||
| Randy Young | Director Of Corporate Services At Nai Norris Beggs And Simpson | |||
| Scott Pierce | Real Estate Broker | |||
| Tammie Rose | Property Management Assistant | |||
| John Medak | Senior Vice President At Norris, Beggs And Simpson | |||
| Stephanie Macpherson | Commercial Property Manager |
48. Aldrich Wealth Lp
Industry: Financial Services
Location: 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 | Phone | ||
|---|---|---|---|---|
| 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 |
49. American Equipment Financial Services
Industry: Financial Services
Location: Oregon
Website: americanefs.com
Company Founded: 1990
Company Size: 11-50
American Equipment Financial Services Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Derek Anniston | Director Of Operations, Clfp, President |
50. Somerset Wealth Strategies
Industry: Financial Services
Location: Oregon
Website: somersetwealthstrategies.com
Company Founded: 1997
Company Size: 11-50
Company Address: 4600 South West Kelly Avenue, Portland, Oregon, United States
Somerset Wealth Strategies Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Thomas Hamlin | Chief Executive Officer And Founder | |||
| Jackson Schwarz | Financial Advisor | |||
| Scott Sadar | Cfp | |||
| Megan Odermatt | Executive Assistant To Chief Executive Officer And Assistant Office Manager | |||
| Kristen Odermatt | Executive Assistant And Office Manager | |||
| Maggie Mercer | Social Media Marketing | |||
| Meagan Sinniger | Compliance And Operations Specialist |
51. Vesta
Industry: Financial Services
Location: 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 | Phone | ||
|---|---|---|---|---|
| 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 |
52. Hyas Group, Llc
Industry: Financial Services
Location: Oregon
Website: hyasgroup.com
Company Founded: 2008
Company Size: 11-50
Hyas Group, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Audrey White | Senior Consultant | |||
| Ted Grigsby | Senior Consultant | |||
| Rasch Cousineau | Senior Consultant | |||
| Matt Morganroth | Analyst | |||
| Jayson Davidson | Managing Partner At Hyas Group | |||
| Christy Bennett | Accounting And Human Resources Administrator | |||
| Geoff Hildreth | Analyst |
53. Umpqua Investments, Inc.
Industry: Financial Services
Location: Oregon
Website: umpquainvestments.com
Company Founded: 1928
Company Size: 51-200
Company Address: 1 Southwest Columbia Street, Portland, Oregon, United States
Umpqua Investments, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Mcgarry | Financial Advisor | |||
| Justin Lindsey | Vice President - Investments, Private Wealth Advisor, Financial Advisor | |||
| Melissa Heikkinen | Accounting Specialist | |||
| Brian Joelson | Vice President - Investments | |||
| Duane Rodewald | Senior Vice President-investments | |||
| Heather Anderson | Vice President And Operations Principal | |||
| Tinh Nguyen | Vice President - Investments |
54. Mortgage First Corporation
Industry: Financial Services
Location: Oregon
Website: mortgagefirstcorp.com
Company Founded: 1989
Company Size: 1-10
Company Address: 1820 Commercial Street Southeast, Salem, Oregon, United States
Mortgage First Corporation Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Todd Allen | Owner | |||
| Kerry Vasquez | Certified Mortgage Consultant | |||
| Claire Mahoney | Vice President And Independent Mortgage Broker | |||
| Todd Allen | President | |||
| Delana Macdonald | Licensed Mortgage Broker |
55. Fp Transitions
Industry: Financial Services
Location: 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 | Phone | ||
|---|---|---|---|---|
| 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 |
56. Dext Capital
Industry: Financial Services
Location: 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 | Phone | ||
|---|---|---|---|---|
| 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 |
57. Sortis Holdings, Inc.
Industry: Financial Services
Location: Oregon
Website: sortisholdings.com
Company Founded: 2003
Company Size: 11-50
Company Address: 9 Southeast 3rd Avenue, Portland, Oregon, United States
Sortis Holdings, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Sander | Senior Managing Director, Head Of Investor Relations And Strategic Planning | |||
| Sam Ross | Vice President | |||
| Kristina Rosling | Controller |
58. Nacm Northwest
Industry: Financial Services
Location: Oregon
Website: nacmnorthwest.org
Company Founded: 1896
Company Size: 11-50
Company Address: 7931 Northeast Halsey Street, Portland, Oregon, United States
Nacm Northwest Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Clara Nemeth | Account Executive | |||
| Kristen Mcbride | Industry Group Coordinator At Nacm Northwest | |||
| Kathy Linscott | Vice President Sales And Service | |||
| Dennis Corey | Collection Specialist | |||
| Shannon Abnal | Group Services Manager - Data Contribution And Industry Groups | |||
| Amanda Garrick | Graphic Designer | |||
| Nicole Lewis | Customer Service Representative |
59. Multnomah Group, Inc.
Industry: Financial Services
Location: Oregon
Website: multnomahgroup.com
Company Founded: 2003
Company Size: 11-50
Company Address: 111 Southwest 5th Avenue, Portland, Oregon, United States
Multnomah Group, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Erik Daley | Managing Principal | |||
| Candace Howell | Retirement Plan Analyst | |||
| Scott Cameron | Principal At Multnomah Group, Inc | |||
| Jennifer Tamayo | Office Coordinator | |||
| Tina Beltrone | Senior Investment Analyst | |||
| Megan Hill | Lead Retirement Plan Analyst | |||
| Caryn Sanchez | Investment Analyst |
60. Net Worth Strategies, Inc.
Industry: Financial Services
Location: Oregon
Website: stockopter.com
Company Founded: 1998
Company Size: 1-10
Net Worth Strategies, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bill Dillhoefer | Chief Executive Officer | |||
| Bill Briggs | Chairman, President, And Chief Executive Officer | |||
| Kellye Pape | Vice President Of Operations | |||
| Kellye Pape | Vice President Of Administration |
61. Human Investing
Industry: Financial Services
Location: 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 | Phone | ||
|---|---|---|---|---|
| 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 |
62. Oregon State Investment Group
Industry: Financial Services
Location: Oregon
Website: oregonstateinvestmentgroup.com
Company Founded: 2007
Company Size: 11-50
Company Address: 2571 Southwest Jefferson Way, Corvallis, Oregon, United States
Oregon State Investment Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cole Arenz | Healthcare Sector Leader | |||
| Taylor Smith | Vice President | |||
| Parker Atkinson | Senior Analyst | |||
| Kobe Craig | Portfolio Manager | |||
| Nolan Eggert | Director Of Research | |||
| Samuel Freepons | Analyst | |||
| Julian Brown | Industrial Materials And Electric Utilities Analyst |
63. New Credit America
Industry: Financial Services
Location: Oregon
Website: newcreditamerica.com
Company Founded: 2014
Company Size: 51-200
Company Address: 811 Southwest Naito Parkway, Portland, Oregon, United States
New Credit America Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Justin Bates | Senior Director Of Operations | |||
| Dollie Spinks | Payment Success Specialist | |||
| Rebekah Turner-wong | Vice President, Sales And Marketing | |||
| Ryan Bonnie | Product Specialist | |||
| Andrea Sargeant | Licensing And Regulatory Project Manager | |||
| Melissa Montarbo | Account Executive | |||
| Rick Aquino | Loan Officer |
64. Lifeexec
Industry: Financial Services
Location: Oregon
Website: lifeexec.com
Company Founded: 2016
Company Size: 11-50
Company Address: 1375 Southeast Wilson Avenue, Bend, Oregon, United States
Lifeexec Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Damian Sander | Senior Affiliate Advisor | |||
| Ken York | Founder |
65. Higley Financial
Industry: Financial Services
Location: Oregon
Website: higleyfinancial.com
Company Founded: 2018
Company Size: 1-10
Company Address: 4804 Northwest Bethany Boulevard, Portland, Oregon, United States
Higley Financial Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Nqpa Shawn O Higley | President And Owner | |||
| Shawn Higley | President And Co-owner |
66. Usa Direct Funding
Industry: Financial Services
Location: 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 | Phone | ||
|---|---|---|---|---|
| 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 |
67. Cascadia Wealth Management
Industry: Financial Services
Location: Oregon
Website: cascadiawm.com
Company Founded: 1998
Company Size: 11-50
Company Address: 8050 Southwest Pfaffle Street, Portland, Oregon, United States
Cascadia Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Susan Schwarz | Investment Advisor Representative | |||
| Greg Bowen | Financial Advisor | Managing Principal | |||
| Kyong Porreco | Director Of Client Services | |||
| Natalie Smith | Operations Coordinator | |||
| Eric Adler | Financial Planner | |||
| Bill Cfpâ | Investment Advisor, Certified Financial Planner | |||
| Eric Evans | Financial Advisor |
68. Pacific Nw Federal Credit Union
Industry: Financial Services
Location: Oregon
Website: pnwfcu.org
Company Founded: 1942
Company Size: 51-200
Company Address: 12005 Northeast Erin Way, Portland, Oregon, United States
Pacific Nw Federal Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ryan Olsen | Consumer Loan Manager | |||
| Thomas Griffith | Chief Executive Officer | |||
| Sabrina Lukowicz | Ebranch Manager | |||
| Annie Spencer | Accounting Manager, Interim | |||
| Dana Eaton | Vice President Marketing And Member Services | |||
| Diane Calvin | Senior Vice President And Chief Lending Officer | |||
| Brad Heinrichs | System Network Administrator |
69. M Benefit Solutions
Industry: Financial Services
Location: Oregon
Website: mben.com
Company Founded: 1962
Company Size: 51-200
Company Address: 1125 Northwest Couch Street, Portland, Oregon, United States
M Benefit Solutions Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ronnie Phin | Senior Associate, Client Administration | |||
| Ian Macleod | Financial Associate | |||
| Kevin Segal | Vice President | |||
| Lynn Butkus | Vice President And Manager, Client Administration | |||
| Scott Van Blarcom | Client Relationship Manager | |||
| Jessica Dobson | Contracted Administrative Associate | |||
| Andy Fogg | Senior Associate |
70. Tru Independence
Industry: Financial Services
Location: Oregon
Website: tru-ind.com
Company Founded: 2014
Company Size: 11-50
Company Address: 15350 Southwest Sequoia Parkway, Portland, Oregon, United States
Tru Independence Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Craig Stuvland | President And Chief Executive Officer | |||
| Brett Stuvland | Senior Operations Associate | |||
| Miles Lewis | Senior Operations Associate | |||
| Stacy Sizemore | Chief Compliance Officer | |||
| Madeline Gambino | Front Desk | |||
| Ryan Congdon | Director Of Operations | |||
| Tami Martin | Managing Director |
71. Ira Advantage, Llc
Industry: Financial Services
Location: Oregon
Website: iraadvantage.net
Company Founded: 2008
Company Size: 1-10
Company Address: 10220 Southwest Greenburg Road, Portland, Oregon, United States
Ira Advantage, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| David Moore | Owner | |||
| Cassie Amick | Ira Account Facilitator | |||
| Lisa Pernini | Manager | |||
| Henan Abdulhalim | Secretary |
72. First Pacific Corporation
Industry: Financial Services
Location: Oregon
Website: firstpac.com
Company Founded: 1961
Company Size: 51-200
Company Address: P/o Box 3000, Salem, Oregon, United States
First Pacific Corporation Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bret Ketsdever | Client Accounts Manager | |||
| Stacie Mclean | Dental Consultant | |||
| Cammi Griggs | Practice Advisor | |||
| Kevin Brady | Vice President Of Strategic Partnerships | |||
| Jeremy Clarke | Vice President Of Client Development | |||
| Cammi Welter | Account Executive | |||
| Jessie Potts | Director, Research And Development |
73. Smith + Crown
Industry: Financial Services
Location: Oregon
Website: smithandcrown.com
Company Founded: 2015
Company Size: 1-10
Smith + Crown Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matt Slayton | Director Of Portland Operations | |||
| Jake Rapaport | Researcher | |||
| Brant Downes | Research Analyst | |||
| Brian Morrill | Sales |
74. Wauna Federal Credit Union
Industry: Financial Services
Location: Oregon
Website: waunafcu.org
Company Founded: 1967
Company Size: 51-200
Company Address: 101 Truhaak Street, Clatskanie, Oregon, United States
Wauna Federal Credit Union Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Monica Lauber | Senior Vice President Of Mortgage | |||
| Cody Roos | Lpl Financial Advisor | |||
| Mark Crandall | Mortgage Loan Specialist | |||
| Jenifer Katon | Enterprise Risk Management Officer | |||
| Sharon Borgardt | Vice President Human Resources | |||
| Debi Smiley | Chief Marketing Officer | |||
| Nikole Young | Creative And Design Specialist |
75. Inworks
Inworks Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| David Salazar | Vice President Of Business Development | |||
| David Salazar | Vice President Of Business Development |
76. River Capital Pdx
Industry: Financial Services
Location: Oregon
Website: rivercapitalpdx.com
Company Founded: 2010
Company Size: 1-10
Company Address: 1355 Northwest Everett Street, Portland, Oregon, United States
River Capital Pdx Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Knapp | Owner |
77. Steelhead Finance
Industry: Financial Services
Location: Oregon
Website: steelheadfinance.com
Company Founded: 1981
Company Size: 11-50
Company Address: 3518 Heathrow Way, Medford, Oregon, United States
Steelhead Finance Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Stephen Atkinson | Business Development Consultant | |||
| Rich Templeton | Vice President Of Marketing And Sales | |||
| Dana Snowden | Executive Vice President | |||
| Roger Hull | Chief Executive Officer | |||
| Tiffany Barnes | Operations Supervisor | |||
| Kymberli Meese | Business Development Officer | |||
| Yvonne Garrett | Compliance Officer |
78. Financial Freedom Wealth Management Group, Llc
Industry: Financial Services
Location: Oregon
Website: financialfreedomwmg.com
Company Founded: 2000
Company Size: 11-50
Company Address: 1007 Southwest Bayley Street, Newport, Oregon, United States
Financial Freedom Wealth Management Group, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Julia Carlson | Chief Executive Officer And Founder | |||
| Lurdes Lozano | Executive Assistant Office Manager |
79. Variant Investments
Industry: Financial Services
Location: Oregon
Website: variantinvestments.com
Company Founded: 2017
Company Size: 1-10
Company Address: 10300 Southwest Greenburg Road, Portland, Oregon, United States
Variant Investments Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jb Hayes | Principal | |||
| Curt Fintel | Principal |
80. Columbia Benefit Solutions
Industry: Financial Services
Location: 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 | Phone | ||
|---|---|---|---|---|
| Jill Pedersen | Partner, Benefits Advisor | |||
| Kathy Gadinas | Benefits Broker And Principal | |||
| Jay Lundgreen | Account Services Representative |
81. Wagner Communication Systems, Inc.
Industry: Financial Services
Location: Oregon
Website: wagnercommsystems.com
Company Founded: 2013
Company Size: 1-10
Wagner Communication Systems, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Russell Derrickson | Project Manager | |||
| Max Hewitt | Intern |
82. Tenbridge Partners, Llc
Industry: Financial Services
Location: Oregon
Website: tenbridgepartners.com
Company Founded: 2011
Company Size: 1-10
Company Address: 806 Southwest Broadway, Portland, Oregon, United States
Tenbridge Partners, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Phil Richman | Associate Partner, Cfp | |||
| Libby Van Vleet | Office Administrator | |||
| Skip Currier | Executive Vice President | |||
| Sirra Anderson | Office Administrator | |||
| Suzanna Mckirdie | Senior Client Service Specialist |
83. Cogence Group Pc
Industry: Financial Services
Location: Oregon
Website: cogencegroup.com
Company Founded: 2006
Company Size: 1-10
Company Address: 935 Northwest Everett Street, Portland, Oregon, United States
Cogence Group Pc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Abv Eli Neal | Financial Forensics And Business Valuation Analyst | |||
| Erica Johnson | Financial Forensics And Business Valuation Analyst | |||
| Megan Hoss | Financial Forensics And Business Valuation Analyst | |||
| Abv Jay Sickler | Principal | |||
| Arlynda Richmond | Office Manager |
84. Davis Selected Advisors
Industry: Financial Services
Location: Oregon
Company Size: 51-200
Company Address: 1500 Southwest Mitchell Street, Portland, Oregon, United States
Davis Selected Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Magdalene Dow | Isp | |||
| Liz Walter | Database Administrator | |||
| Stephanie Balliet | Administrative Assistant | |||
| Jon Franke | Regional Representative Pacnorthwest | |||
| Kent Whitaker | Energy Analyst | |||
| Ilia Geronov | Senior Regional Representative Nyc Territory | |||
| Carrie Kennington | Senior Fund Reporting Liaison |
85. Church Extension Plan
Industry: Financial Services
Location: Oregon
Website: cepnet.com
Company Founded: 1950
Company Size: 11-50
Company Address: 4070 27th Court Southeast, Salem, Oregon, United States
Church Extension Plan Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Christie Sullivan | Marketing Project Manager | |||
| Wendel Hayes | Senior Designer | |||
| Carlos Rivera | Vice President Ministry Consultant | |||
| Larry Carter | Vice President Of Ministry Advancement | |||
| David Ransdell | Director Of Systems Development | |||
| Kim Kirkland | Director Of Creative Marketing | |||
| Peter Clements | President |
86. Citizens Bank (or)
Industry: Financial Services
Location: Oregon
Website: citizensebank.com
Company Founded: 1957
Company Size: 51-200
Company Address: 275 Southwest Third Street, Corvallis, Oregon, United States
Citizens Bank (or) Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Andrea Parrent | Vice President And Human Resources Manager | |||
| Kathrine Sproat | Mortgage Loan Officer | |||
| Melanie Plunk | Commercial Loan Officer | |||
| Nikole Conser | Credit Analyst | |||
| Jessica Purcell | New Account Representative | |||
| Monica Johnson | Credit Analyst | |||
| Kelly Ofsthun | Operations Officer |
87. United Fund Advisors
Industry: Financial Services
Location: Oregon
Website: unitedfundadvisors.com
Company Size: 11-50
Company Address: 1455 Northwest Irving Street, Portland, Oregon, United States
United Fund Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Emily Rimar | Portfolio Manager | |||
| Tessa Judge | Operations Assistant | |||
| Juneho Kim | Director Of Investments | |||
| Carl Talton | Executive Chairman | |||
| Stephen Brooks | Compliance Officer |
88. Newland Mortgage Nmls #1833416
Industry: Financial Services
Location: 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 | Phone | ||
|---|---|---|---|---|
| Frank Sloan | Managing Partner Nmlsr #413515 | |||
| Stephanie Brown | Mortgage Loan Broker, Nmls 404150 Company Nmls 1833416 | |||
| Brian Williams | Licensed Mortgage Broker |
89. Capitol Family Office
Industry: Financial Services
Location: Oregon
Website: capitolcfo.com
Company Founded: 2011
Company Size: 1-10
Company Address: 1500 Northwest Bethany Boulevard, Beaverton, Oregon, United States
Capitol Family Office Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mark Nortman | Wealth Manager | Dave Ramsey Smartvestor Pro | |||
| Matthew Wiens | Wealth Manager |
90. Cfg Wealth Management
Industry: Financial Services
Location: Oregon
Website: cfgwealth.com
Company Founded: 2007
Company Size: 1-10
Company Address: 8440 Southwest Canyon Lane, Portland, Oregon, United States
Cfg Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Christopher Goetz | Partner | |||
| Rhianna Larson | Client Relationship Manager | |||
| Jennifer Brown | Client Relationship Manager | |||
| Maddy Hisle | Client Services | |||
| Rachael Wolfe | Client Implementation Manager | |||
| Brian Mclilly | Income Specialist | |||
| Calvin Tuhy | Client Service Assistant |
91. The H Group, Inc.
Industry: Financial Services
Location: Oregon
Website: thehgroup.com
Company Founded: 1990
Company Size: 11-50
Company Address: 3395 Southwest Garden View Avenue, Portland, Oregon, United States
The H Group, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Fred King | Certified Financial Planner | |||
| Brenna Baucum | Lead Advisor | |||
| Larry Hanslits | Certified Financial Planner | |||
| Katherine Suchan | Certified Financial Planner | |||
| Thomas Timberg | Certified Financial Planning Professional | |||
| Michael Somers | Certified Financial Planner Professional | |||
| Hank Zewald | Financial Advisor |
92. Allium Financial Advisors, Llc
Industry: Financial Services
Location: Oregon
Website: alliumfinancial.com
Company Founded: 2016
Company Size: 1-10
Company Address: 15350 Southwest Sequoia Parkway, Portland, Oregon, United States
Allium Financial Advisors, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Bob Noack | Senior Investment Advisor | |||
| Stephanie Fagerstrom | Client Relationship Manager | |||
| Carmen Ralls | Senior Relationship Associate |
93. Employee Benefit Design, Inc
Employee Benefit Design, Inc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Torrey Amstutz | Employee Benefits Coach | |||
| Kimberlee Stephens | Account Manager |
94. Paragon Planners
Industry: Financial Services
Location: Oregon
Website: paragonplanners.com
Company Founded: 2002
Company Size: 51-200
Company Address: 19672 Sun Circle, West Linn, Oregon, United States
Paragon Planners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Cheryl Learfield | Co-founder, Managing Director, Paragon Planners; A Premier Scheduling And Market Service | |||
| Michelle Allen | Human Resources | |||
| Heather Wallad | Business Scheduler | |||
| Leisa Preboski | Regional Scheduler | |||
| Mandy Carpenter | Scheduler | |||
| Terri Roberts | Scheduler | |||
| Nhan Wong | Executive Planner |
95. Allegiant Partners Incorporated
Industry: Financial Services
Location: Oregon
Website: allegiant-partners.com
Company Founded: 1998
Company Size: 51-200
Company Address: 63056 Lower Meadow Drive, Bend, Oregon, United States
Allegiant Partners Incorporated Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Troy Macvicar | Staff Accountant | |||
| Sarah Uballez | Vp, Treasury And Accounting | |||
| Briana Gagné | Funding Operations Manager | |||
| Austin Kingsley | National Account Manager | |||
| Sighly Wolfkeil | Commercial Financing And Sales | |||
| Clfp Jordan Wellman | National Account Manager | |||
| Jacquelyne Burdette | Digital Content Coordinator |
96. Evergreen Growers Supply
Industry: Financial Services
Location: Oregon
Website: evergreengrowers.com
Company Size: 1-10
Company Address: 11523 Highway 212, Clackamas, Oregon, United States
Evergreen Growers Supply Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| John Maurer | Owner |
97. Practice Financial Group, Llc
Industry: Financial Services
Location: Oregon
Website: practicefinancialgroup.com
Company Founded: 2010
Company Size: 11-50
Company Address: 725 North 5th Street, Jacksonville, Oregon, United States
Practice Financial Group, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ryan Fiegi | Financial Planner | |||
| Chad Rogers | Partner | |||
| Kate Kostenko | Financial Planner | |||
| Kyler Johnson | Associate Planner | |||
| Josh Conner | Tax And Accounting Associate | |||
| Josh Conner | Tax And Accounting Associate | |||
| Weston Penkert | Accounting Specialist |
98. Capital M Lending
Industry: Financial Services
Location: Oregon
Website: capitalmlending.com
Company Founded: 2006
Company Size: 11-50
Company Address: 209 Southwest Oak Street, Portland, Oregon, United States
Capital M Lending Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Sullivan | Owner | |||
| Aaron Nawrocki | Loan Officer | |||
| Karri Boyd | Loan Officer | |||
| Wendy Kramer | Office Manager | |||
| Rosa Horner | Loan Processor |
99. Alpine Mortgage Planning
Industry: Financial Services
Location: Oregon
Website: alpinemc.com
Company Founded: 2002
Company Size: 1001-5000
Company Address: 1200 Executive Prkwy, Eugene, Oregon, United States
Alpine Mortgage Planning Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Davina Fitzgibbon | Transaction Coordinator | |||
| Lacy Cole | Mortgage Advisor | |||
| Brittany Desadier | Mortgage Advisor | |||
| Micah Dyson | Mortgage Loan Officer | |||
| Melissa Wolcott | Branch De Underwriter | |||
| Peter Jameson | Mortgage Planner | |||
| Curtis Stoecklin | Director Of Business Technology |
100. Summit Benefit And Actuarial Services, Inc.
Industry: Financial Services
Location: Oregon
Website: summitbenefit.com
Company Founded: 1994
Company Size: 11-50
Company Address: 374 West 12th Avenue, Eugene, Oregon, United States
Summit Benefit And Actuarial Services, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mike Hawley | Marketing Specialist | |||
| Norman Levinrad | President At Summit Benefit And Actuarial Services, Inc | |||
| Beth Mathison | Task And Project Manager | |||
| Matt Rustige | Enrolled Actuary | |||
| Andrea Bullock-braunger | Junior Dc Administrator | |||
| Kristiina Digesu | Aca Compliance Assistant | |||
| Becky Youtz | Aca Operations Assistant |
| No. | Name | Company | Job Title | Phone | ||
|---|---|---|---|---|---|---|
| 1 | Teresa Hess | First Tech Federal Credit Union | Senior Director Total Rewards And Operations | |||
| 2 | Jonathan Pape | First Tech Federal Credit Union | Search Engine Marketing Manager | |||
| 3 | Bennie Boatman | First Tech Federal Credit Union | Senior Director, It Governance, Risk And Compliance | |||
| 4 | Matthew Hanna | First Tech Federal Credit Union | Assistant Manager: Home Equity | Centralized Lending Mortgage Loan Officer | |||
| 5 | Marito Domingo | First Tech Federal Credit Union | Chief Investment Officer | |||
| 6 | Kristen Mann | First Tech Federal Credit Union | Mortgage Loan Officer - Nmls 404406 | |||
| 7 | Samuel Cook | First Tech Federal Credit Union | Servicing Manager | |||
| 8 | Steven Mcgonagle | The Standard | National Practice Leader Absence Management | |||
| 9 | Corina Gandenberger | The Standard | Senior Talent Acquisition Partner | |||
| 10 | Brad Weber | The Standard | Retirement Plan Consultant | |||
| 11 | Susan Bruechner | The Standard | Vice President And Chief Human Resources Officer | |||
| 12 | A.j Ijaz | The Standard | Vice President Of Retirement Plan Services | |||
| 13 | Adam Dooley | The Standard | Employee Benefits Consultant | |||
| 14 | David Knox | The Standard | Employee Benefits Sales Manager | |||
| 15 | Beau Riche | M Financial Group | Director Of Enterprise Data | |||
| 16 | Lauren Altemari | M Financial Group | Transitions Specialist | |||
| 17 | Kate Mueller | M Financial Group | Senior Graphic Designer | |||
| 18 | Shaunmarie Gutbezahl | M Financial Group | Vice President Of Marketing And Communications | |||
| 19 | Craig Shigeno | M Financial Group | Vice President, President Of M Financial Re And Chief Operating Officer Of M Financial Re | |||
| 20 | Kimberly Michaelson | M Financial Group | Executive Assistant To Rachel Livek, Vice President Human Resources And Shared Services | |||
| 21 | Jeff Struthers | M Financial Group | Director, M Insurance Solutions | |||
| 22 | David Redfield | Premier Mortgage Resources | Ccs | |||
| 23 | Kathy Kemper-zanck | Premier Mortgage Resources | Branch Manager And Senior Loan Officer - Nmls 255580 | |||
| 24 | Cory Swain | Premier Mortgage Resources | Managing Partner | |||
| 25 | David Baker | Premier Mortgage Resources | Director Of Real Estate Partnerships | |||
| 26 | Kayla Kilpatrick | Premier Mortgage Resources | Transaction Coordinator, Loan Processor And Assistant To Mark Feller | |||
| 27 | Randall Francis | Premier Mortgage Resources | Mortgage Consultant And Lone Originator | |||
| 28 | Lane Lowry | Premier Mortgage Resources | Business Development Manager | |||
| 29 | Buddy Puckett | Pacific Residential Mortgage, Llc. | Senior Mortgage Advisor | |||
| 30 | Eric Wiley | Pacific Residential Mortgage, Llc. | Cxo And Founder - Chief Experience Officer | |||
| 31 | Fred Buttram | Pacific Residential Mortgage, Llc. | Chief Production Officer- Pacific Residential Mortgage, Llc | |||
| 32 | Dan Aughney | Pacific Residential Mortgage, Llc. | Producing Group Manager | |||
| 33 | Joe Mosley | Pacific Residential Mortgage, Llc. | Production Group Manager | |||
| 34 | Jake Wiley | Pacific Residential Mortgage, Llc. | Lock Desk Analyst | |||
| 35 | Lisa Devaney | Pacific Residential Mortgage, Llc. | Regional Production Director And Clackamas And Eugene And Wilsonville Branch Manager | |||
| 36 | Isaac Hines | Sila | Chief Operations Officer | |||
| 37 | Bruce Hohensee | Sila | Making Payments Should Be Easy, Ask Me How: Relationship Manager | |||
| 38 | Deepanshu Tyagi | Sila | Blockchain Developer | |||
| 39 | Shamir Karkal | Sila | Co-founder And Chief Executive Officer | |||
| 40 | Bruke Getachew | Sila | Support Manager |
Financial Services companies in different regions of USA
