Valdivieso earns certified financial planner designation
Francisco Valdivieso, CFP, financial consultant at Wells Fargo Advisors, LLC in Lake Oswego, has been authorized by the Certified Financial Planner Board of Standards to use the Certified Financial Planner and CFP certification marks in accordance with CFP Board certification and renewal requiremnts. Valdivieso has worked at Wells Fargo Advisors, LLC since January 2008 and is responsible for helping his clients try to achieve their financial goals.
The CFP marks identify individuals who have met rigorous expectations and ethical requirements of the CFP board, have successfully completed financial planning coursework and have passed the CFP Certification Examination, which covers the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits and estate planning. CFP professionals also agree to meet ongoing continuing education requirements and to uphold CFP boards code of ethics and professional responsibility, rules of conduct and financial planning practice standards.
Snyder joins The Bank of Oswegos Sherwood branch
Dianne Snyder has assumed duties as relationship manager with The Bank of Oswegos Sherwood Business Banking Center. Since joining the bank in Nov. 2012, she has been instrumental in the transition from its former location on Roy Rogers to the historic D. H. Pankhard Building in Old Town Sherwood.
Snyder has more than 20 years in the financial industry, most recently with Advantis Credit Union in Milwaukie. Her expertise in business development and management are well suited for the Sherwood market, which specializes in lending to professionals and small to mid-sized businesses.
Smith promoted at The Bank of Oswego
Bridge Smith has been promoted to Vice President of Marketing and Administration for The Bank of Oswego. She joined the bank as executive assistant to the CEO and president in March 2011 and soon after assumed the duties of director of marketing and public relations in Sept. 2011.
Smiths background includes instruction and training with institutes of higher education and non-profit organizations. She holds a bachelors degree in communications from Marquette University and a masters degree in Rhetorical Studies from Colorado State University, where she coordinated statewide professional development programs and curricula training for Colorado Sate University Extension.
She is responsible for marketing, public relations, administration and training activities at The Bank of Oswego.
Meader launches Rachael Meader Photography
Rachael Meader has launched Rachael Meader Photography. She specializes in portraits, particularly students senior photos, family, child, pets, weddings, events, maternity and newborns, fashion and boudoir photos. To view her work visit rachaelmeador.wix.com/photography or call her at 503-407-2391.
WLHS alums launch social enterprise
Lindsay Herron and Angela Yost, WLHS Class of 1995, have started a social enterprise, Threads International. The business provides women in developing countries a channel for selling their jewelry and accessories in the United States.
These women invest the majority of their income back into their families through education and healthcare, and Herron and and Yost believes providing these women with constant income opportunities is the most effective way to alleviate poverty.
Women in the U.S. are also given an opportunity to earn money. They can become sales consultants for Threads, and earn a percentage of everything they sell.
To learn more about Threads, visit threadsworldwide.com.
OEC state conference set
for Salishan in May
The annual Oregon Employer Council State Conference for Business will be held on May 6 and 7 at Salishan Resort in Gleneden Beach on the Oregon Coast.
The conference offers keynote addresses and breakout sessions on human resources, labor law and business topics, as well as opportunities to network with businesses from around the state. There are 20 HRCI credits pending for this state conference.
Early bird registration for the state conference is $299 per person, or $329 after March 15. To register or for more information, contact Greg Ivers at 503-947-1305 firstname.lastname@example.org. Agenda and all forms are available at oec.org.
The OEC is a nonprofit organization with 22 chapters throughout Oregon. OEC members advise the Oregon Employment Department and the United States Department of Labor, advocating for employer education and influence in our communities by identifying and addressing local workforce challenges. Membership is open to all Oregon businesses.
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