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financial services

Oct 22, 2014

Cheryl Springer joins Investment Property Exchange

FINANCIAL SERVICES Cheryl Springer recently joined Investment Property Exchange Services, a subsidiary of Fidelity National Financial, as account executive for the statewide territory. Prior to Fidelity National Financial acquiring her […]

Oct 22, 2014

Allen Trust’s Stuart B. Allen elected to the board

FINANCIAL SERVICES Stuart B. Allen, founder of Allen Capital Management | Allen Trust Company, recently was elected to the board of directors for the Association of Trust Organizations. He will […]

Aug 14, 2014

Allen Trust adds Julie Bryan

FINANCIAL SERVICES Allen Trust Co. recently added Julie Bryan as portfolio manager. She is responsible for performing investment research and analysis, conducting trades, and assisting in all aspects of managing […]

Aug 7, 2014

Wells Fargo Advisors hires Katherine Drew

FINANCIAL SERVICES Wells Fargo Advisors has hired Katherine Drew as a financial adviser in Portland. She previously was a financial adviser at Merrill Lynch for 16 months. In her new […]

Aug 7, 2014

Tom Foran joins Standard Insurance

FINANCIAL SERVICES Tom Foran recently joined Standard Insurance Co. as vice president of underwriting and product development for the employee benefits group. He previously was vice president of group life […]

Jul 16, 2014

NBS Financial promotes Matt Illias

FINANCIAL SERVICES NBS Financial Services recently promoted Matt Illias to associate finance officer in its Portland office. He joined the firm in 2013, and has assisted the team with his […]

Jun 24, 2014

Allen Trust adds Anna Arredondo

FINANCIAL SERVICES Allen Trust Co., a full-service trust and investment management organization, recently added Anna Arredondo as marketing manager. She is responsible for developing and executing all marketing strategies and […]

Apr 24, 2014

Rosenbaum Financial recently added Georgia Hussey

FINANCIAL SERVICES Rosenbaum Financial recently added Georgia Hussey as a Certified Financial Planner. She works with entrepreneurs and creative professionals, and most recently served as a financial adviser. SENDING?91ÊÓÆµ?PEOPLE?ITEMS: Please […]

Mar 18, 2014

Confluence Wealth acquires Chinook Capital

FINANCIAL SERVICES Confluence Wealth Management last month acquired Chinook Capital Management. Chinook’s Greg Houser and Lantz Stringham are joining Confluence partners Kathleen Kee, Marilyn Bergen and David Morganstern. The combined […]

Mar 7, 2014

John Hooper joins Standard Insurance

FINANCIAL SERVICES John Hooper will join Standard Insurance Co. as vice president of human resources, effective March 17. He previously was senior vice president of human resources at Weyerhaeuser Co. […]

Feb 24, 2014

StanCorp promotes Brian Williamson

FINANCIAL SERVICES Portland-based StanCorp Financial Group recently promoted Brian Williamson to second vice president of tax in corporate financial services. He joined the company in 2011 as a tax manager, […]

Feb 24, 2014

StanCorp promotes Steven Williams

FINANCIAL SERVICES Portland-based StanCorp Financial Group recently promoted Steven Williams to second vice president of insurance services group legal. He joined the company in 2000 as an attorney and was […]



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