Edward Riley

Edward Riley Email and Phone Number

Chief Executive Officer @ Colmina
Seattle, WA, US
Edward Riley's Location
Seattle, Washington, United States, United States
Edward Riley's Contact Details

Edward Riley work email

Edward Riley personal email

n/a
About Edward Riley

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.

Edward Riley's Current Company Details
Colmina

Colmina

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Chief Executive Officer
Seattle, WA, US
Edward Riley Work Experience Details
  • Colmina
    Chief Executive Officer
    Colmina
    Seattle, Wa, Us
  • Colmina
    Chief Executive Officer
    Colmina Nov 2020 - Present
    Seattle, Washington, United States
    Colmina 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.
  • E.K. Riley Investments, Llc
    Chairman & Ceo
    E.K. Riley Investments, Llc Oct 2002 - Nov 2020
    Greater 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.
  • Ragen Mackenzie Investment Services, Inc.
    Independent Financial Executive
    Ragen Mackenzie Investment Services, Inc. Jun 2001 - Oct 2002
    Greater 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.
  • First Union Securities Financial Network
    Independent Financial Executive
    First Union Securities Financial Network Oct 1999 - Jul 2001
    Greater 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.
  • Ragen Mackenzie Inc.
    Senior Vice President, Fixed Income Institutional Sales & Trading
    Ragen Mackenzie Inc. Apr 1997 - Oct 1999
    Greater 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.
  • R.W. Smith & Associates
    Municipal Bond Broker
    R.W. Smith & Associates Jan 1995 - Apr 1997
    Greater Seattle Area
    Based in Seattle, Washington, RW Smith provided municipal brokerage expertise and execution services to broker-dealers throughout the United States.
  • James Baker & Associates
    Institutional Sales
    James Baker & Associates Oct 1993 - Dec 1994
    Oklahoma 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.
  • Bondtrac, Inc.
    Founder & Managing Partner
    Bondtrac, Inc. Jan 1989 - Aug 1993
    Oklahoma City, Oklahoma Area
    Bondtrac, 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

Investments Securities Bonds Portfolio Management

Edward Riley Education Details

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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