Our Staff

Dave Carroll, FLMI

 

Senior Manager - Branch Operations

 

Phone: (206) 956-6260

Years at Equitable: 22

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.

René Clardy

René Clardy

 

Senior Manager - Branch Compliance

 

Phone: (503) 243-4303

Years at Equitable: 27

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, Idaho. Love trying out new restaurants and watching movies. 

Layla Cull

Layla Cull

 

Executive Assistant

 

Phone: (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.

Marianna Burns

Marianna Burns

 

Recruiting Manager

 

Phone: (206) 956-6214

Years at Equitable: 8

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.

Young Kim-Mitowski

 

Executive Assistant 

 

Phone: (503) 243-4314

Years at Equitable: 9

Areas of Responsibility: Administrative support, EVP travel arrangement, EVP calendar management, campaigns, event coordination, operations management and support

Interests: 

Baoyen McIntosh

Baoyen McIntosh

 

Office Coordinator 

 

Phone: (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 validation administration

Interests: 

Seth Levenson

Seth Levenson

 

Advisor Support 

 

Phone: (206) 956-6266

Years at Equitable: 1

Certifications: Notary Public

Areas of Responsibility: Warm and cold lead generation, advisor reassignments, advisor recruiting/onboarding support, PacNWAdvisors.com maintenance, electronic asset inventory management

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.