Our Staff
Dave Carroll, FLMI
Chief Operations Officer - Pacific ComplexPhone: (206) 956-6260 Years at Equitable: 23 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 |
René Clardy
Lead Manager - Branch ControlsPhone: (503) 243-4303 Years at Equitable: 28 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 and home office, recruiting support, licensing support Interests: My husband and I enjoy the great outdoors with our family (camping, hiking, fishing) and love spending time at our cabin in Stanley, ID. Love trying out new restaurants and watching movies. |
Layla Cull
Executive Assistant to the Pacific Complex PresidentPhone: (206) 956-6213 Years at Equitable: 11 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. |
Young Kim-Mitowski
Executive Assistant to the Pacific Complex Senior Vice PresidentPhone: (503) 243-4314 Years at Equitable: 10 Areas of Responsibility: Administrative support, EVP travel arrangement, EVP calendar management, campaigns, event coordination, operations management and support |
Marianna Burns
Recruiting Manager - Pacific ComplexPhone: (206) 956-6214 Years at Equitable: 9 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. |
Baoyen McIntosh
Office Coordinator - Seattle BranchPhone: (206) 956-6265 Years at Equitable: 1 Areas of Responsibility: Office supply management, mail processing and forwarding, conference room reservations, facility access keycard administration, phone system adminsitration, parking administration |
Seth Levenson
Advisor Support CoordinatorPhone: (206) 956-6266 Years at Equitable: 1 Certifications: Notary Public Areas of Responsibility: Warm and cold lead generation, advisor reassignments, advisor recruiting/onboarding support, website maintenance Interests: You can find me spending quality time at home with my partner and our two pet geckos, or at my local synagogue, where I serve as the volunteer Treasurer. |
Chris O'Brien
Tech Lead - Pacific ComplexPhone: (206) 956-6262 Years at Equitable: 0 - Welcome to the team! Certifications: Apple Certified IT Professional, CompTIA A+ Certification Interests: Science fiction, video games, tabletop games, baking, hiking, swimming |