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Philosopher and civil rights leader Howard Thurman once said, “Don’t ask what the world needs. Ask what makes you come alive - and go do it. Because what the world needs is people who have come alive.” What makes me come alive is creating opportunity! I have more than thirty five years of experience as an entrepreneur building and operating companies that have created opportunities for financial advisors and their customers. Today, Colmina continues that tradition by exploring new and innovative business models and solutions in the modern fiduciary advice marketplace.
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Chief Executive OfficerColminaSeattle, Wa, Us -
Chief Executive OfficerColmina Nov 2020 - PresentSeattle, Washington, United StatesColmina is a Registered Investment Advisor committed to fiduciary advice. Colmina also offers institutional services to investment advisors, financial planners, and other financial professionals. The firm provides a hosted technology platform, as well as comprehensive support and services including compliance, recruiting, asset management, middle & back office operations, as well as marketing & advertising. -
Chairman & CeoE.K. Riley Investments, Llc Oct 2002 - Nov 2020Greater Seattle Area(Acquired by LPL Financial) E.K. Riley Investments was founded in 2002 with the goal of providing a full-service experience for independent advisors in the Pacific Northwest and beyond. Leveraging the clearing services of Wells Fargo & Company, E.K. Riley associates enjoyed access to world-class products and services in a small boutique. The company grew to manage over $2.5 billion in individual and small business assets in 30 locations across 15 states, including Washington, Oregon, Montana, Idaho, and California. -
Independent Financial ExecutiveRagen Mackenzie Investment Services, Inc. Jun 2001 - Oct 2002Greater Seattle Area(Formerly Columbia Pacific Securities, Inc., later acquired by Wells Fargo & Company) RMIS was the independent contractor arm of Ragen MacKenzie Group. Independent offices were located throughout the Pacific Northwest. RMIS was primarily engaged in retail securities brokerage and related investment services.
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Independent Financial ExecutiveFirst Union Securities Financial Network Oct 1999 - Jul 2001Greater Seattle Area(Formerly J.W. Genesis Financial Services, Inc., acquired by First Union Corp) JWG was a mid-sized East coast independent broker-dealer with approximately 700 independent contractors working in branches throughout all 50 states. JWG engaged in securities brokerage and related investment services that included retail and institutional brokerage of securities. Clearing services were provided by Fiserv and Bear Sterns.
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Senior Vice President, Fixed Income Institutional Sales & TradingRagen Mackenzie Inc. Apr 1997 - Oct 1999Greater Seattle Area(Later acquired by Wells Fargo & Company) RMI was engaged in securities brokerage and related investment services that included retail and institutional brokerage of securities, investment research, market making, trading, underwriting, distribution of corporate securities, and correspondent clearing.
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Municipal Bond BrokerR.W. Smith & Associates Jan 1995 - Apr 1997Greater Seattle AreaBased in Seattle, Washington, RW Smith provided municipal brokerage expertise and execution services to broker-dealers throughout the United States.
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Institutional SalesJames Baker & Associates Oct 1993 - Dec 1994Oklahoma City, Oklahoma Area(Now The Baker Group) The Baker Group is one of the nation’s largest independently-owned securities firms specializing in investment portfolio management for community financial institutions. In addition to broker-dealer services, James Baker offered a combination of portfolio management and Asset / Liability management consulting and software solutions to small community banks.
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Founder & Managing PartnerBondtrac, Inc. Jan 1989 - Aug 1993Oklahoma City, Oklahoma AreaBondtrac, Inc. was an online bond-information platform designed to assist retail and institutional brokers in the trading and management of municipal and corporate bond portfolios. Started pre-internet, Bondtrac relied on proprietary communication protocols in order to facilitate information exchange.
Edward Riley Skills
Edward Riley Education Details
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General Business Studies -
General Studies
Frequently Asked Questions about Edward Riley
What company does Edward Riley work for?
Edward Riley works for Colmina
What is Edward Riley's role at the current company?
Edward Riley's current role is Chief Executive Officer.
What is Edward Riley's email address?
Edward Riley's email address is ed****@****ley.com
What is Edward Riley's direct phone number?
Edward Riley's direct phone number is +120639*****
What schools did Edward Riley attend?
Edward Riley attended University Of Oklahoma - Price College Of Business, Oklahoma State University, The University Of Kansas.
What skills is Edward Riley known for?
Edward Riley has skills like Investments, Securities, Bonds, Portfolio Management.
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Edward Riley
Director Of Obstetric Anesthesia And Associate Professor At Stanford University School Of MedicineStanford, Ca2me.com, stanford.edu -
Edward Riley
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Edward Riley
New York, Ny2hotmail.com, idexcorp.com2 +136025XXXXX
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