Moderately conservative individual investor that tends toward value investing but not exclusively. Learning new strategies and look forward to sharing in dialogue with others here to learn. I also teach a financial management for non-financial managers class as an adjunct professor that touches on financial statement and project financial analysis. While not very risky in my outlook, knowledge offsets risk, so I consider non-standard investments too when I can educate myself and understand them.
Colby College: BA degree emphasis on Mathamatics
Boston College: M.B.A. degree emphasis on finance
Oregon Graduate School: M.S. Computer Design
Retired Marketing Manager who worked in the Embedded Processor Market. Most of the work done was in support of debugging and testing of various computer based systems.
Graduated in 2011 with degrees in Pre-Law and Business Administration from Eastern Washington University. Currently a Loan Officer for Numerica Credit Union with 5 years of experience. Started my MBA at Whitworth University in August of 2015. Graduating in May of 2017.
Started my first Roth IRA at the age of 16, but began seriously investing closer to 2011 at the age of 22. My investment strategy is largely focused on generating retirement income from dividend-paying stocks.
I do not hold any professional investment licenses, but I spend a significant amount of time educating children, teenagers, and young adults on basic finance. I also specialize in cash-flow analysis for those nearing retirement or who are in retirement.