Our Staff

 

Dave Carroll, FLMI

Senior Manager - Branch Operations

Phone: (206) 956-6260

Years at Equitable: 18

Professional Licenses: FINRA Series 7, 24, 53, 63, and 65

Areas of Responsibility: Associate Training, Appeals, Benefits, Commissions, Contract Validation, New Business, Participation Agreements, Phone Systems, P&L, POP Program, Signature Guarantee, SPAN/POP Contracts.

Interests: Outside of the office Dave enjoys being a little league baseball coach and spending time with his wife and two children.

 

Mike Foerster

Senior Manager - Branch Compliance

Phone: (206) 956-6206

Years at Equitable: 10

Professional Licenses: FINRA Series 4, 7, 24, 53, 63, and 65

Areas of Responsibility: Administer and oversee delivery of Equitable's compliance programs, Associate Annual Interviews, Transaction Suitability Review, Maintain OSJ Books and Records, Coordinate with Legal / Home Office.

Interests: Mike and his husband are obsessed with travel. They love wine tasting, movies, and trying out new restaurants. Mike also loves pop culture and reading science fiction.

 

Rene Clardy

Senior Manager - Branch Compliance

Phone: (503) 243-4303

Years at Equitable: 15

Professional Licenses: FINRA Series 7, 66, 24, 53

Areas of Responsibility: Administer and oversee delivery of Equitable's compliance programs, Associate Annual Interviews, Transaction Suitability Review, Maintain OSJ Books and Records, Coordinate with Legal / Home Office. Additional support to our Branch Hiring / Licensing Coordinator.

Interests: My husband and I enjoy the Great Outdoors with our Family; Camping, Hiking, Fishing and love spending time at our Cabin in Stanley, Idaho. Love trying out new Restaurants and Watching Movies. 

 

Layla Cull

Executive Assistant

Phone: (206) 956-6213

Years at Equitable: 7

Areas of Responsibility: Campaigns, Event Coordination, EVP Calendar Management, EVP Travel, Meeting Coordination, Reports. 

Interests: Outside of the office, Layla enjoys running and completed the Chicago Marathon in 2014 and the NY Marathon in 2015.

 

Marianna Burns

Recruiting Manager

Phone: (206) 956-6214

Years at Equitable: 4

Certifications: Notary Public

Areas of Responsibility: Financial Professional Recruiting, University Relationships, Job Board Maintenance, iMomentus, Insuraseek, Regional Manager Recruiting Support. 

Interests: Born and raised in Snohomish, in her free time, Marianna enjoys hiking and spending time with her American Pitbull Terrier, Peanut.

 

Heshy Bosshart

Administrative Support

Phone: (206) 956-6216

Years at Equitable: 4

Certifications: Notary Public

Areas of Responsibility: Regional Manager, Operations and Compliance Support.

Interests: Heshy is very adventurous when it comes to food, outside of the office she loves to cook and try new restaurants.

 

Steven Pederson

 

New Business

Phone: (503) 423-4421

Years at Equitable: 

Areas of Responsibility: Incoming and New Business.

Interests:

 

Young Kim-Mitowski

 

Executive Assistant 

Phone: (503) 243-4314

Years at Equitable: 

Areas of Responsibility: Administrative Support, EVP Travel Arrangement and Calendar Management. Campaigns, Event Coordination, Support with Operations and Upkeep.

Interests: 

 

Adam Eichholz

 

Branch Digital Champion

Phone: (206) 956-6265

Years at Equitable: 1

Areas of Responsibility: Marketing Resources, Digital Subject Matter Expert. Handles Education, Training, and Support for Financial Tools.

Interests: Adam often has more ongoing projects than there is time in the day. When not working on his tabletop role-playing games, he is making maps, painting miniatures, and playing tabletop card games.

 

Marissa Patterson

 

Reception and Administrative Assistant

Years at Equitable: 1

Areas of Responsibility: Client Greeting, Client Account Management, Office Administration.

Interests: 

 

Rashea Thomson

 

Reception and District Administration

Phone: (206) 956-6200

Years at Equitable: 1

Areas of Responsibility: Client Greeting, Office Administration, Recruiting Assistance.

Interests: 

 

Sofia Debiase

 

Reception and District Administration

Phone: (206) 956-6204

Years at Equitable: 1

Areas of Responsiblity: Client Greeting, Office Administration, Recruiting Assistance.

Interests: