Adam Gulledge, Cfp® Email & Phone Number

Camas, Washington

Portland, Oregon Area

Analyzing and interpreting clients financial circumstances and investment objectives in light of various factors. Advise clients on the advantages and disadvantages of various investment strategiesBuilding and maintaining a strong client network and pipeline through referrals and solicitation of active and prospective client base.Fostering positive relationships with peers, business partners, and colleagues while working effectively with others to accomplish firm wide goals.

Portland, Oregon Area

Worked as part of a team to develop and maintain long term relationships with over a hundred institutional and high net-worth clients. While I was there we raising and managing over $180 million in assets.I developed, implemented, and monitored customized investment strategies for the clients based on their investment goals and objectives. I assisted in the publishing of the firm's weekly and quarterly market commentary that was distributed to current and prospective clients.

Corvallis, Oregon Area

Assembled and led a team of 25 student analysts in managing over $1,000,000 across multiple investment portfolios.Taught new members how to utilize discounted cash flow models and relative valuation models.