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16325 Boones Ferry Road Suite 203, Lake Oswego, OR 97035 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2024-02-12 |
| WA | RA | APPROVED | 2017-08-16 |
Branch Locations
16325 Boones Ferry Road Suite 203, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taurus Capital Management, Llc | Portland | OR | 09/2005 | Present |
VICE PRESIDENT, STERLING SAVINGS BANK AS OF JULY 2005. COMMERCIAL BANK THAT LENDS MONEY TO BUSINESSES AND INDIVIDUALS. ABOUT 160 HOURS ARE DEVOTED TO THIS BUSINESS EACH MONTH WITH 130 HOURS PER MONTH DURING TRADING HOURS. AS VICE PRESIDENT, DUTIES INCLUDE RELATIONSHIP MANAGEMENT OF APPROXIMATELY 10 CLIENTS, PREPARATION OF CREDIT FACILITIES, DOCUMENTATION REVIEW; AND NEW CLIENT PROSPECTING. PART-TIME FACULTY MEMBER OF THE FINANCE DEPARTMENTS OF PORTLAND STATE UNIVERSITY SCHOOL OF BUSINESS ADMINISTRATION AND THE ATKINSON SCHOOL OF MANAGEMENT OF WILLAMETTE UNIVERSITY. HOURS PER MONTH DEDICATED TO TEACHING IS APPROXIMATELY 25 HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-28 |
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