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
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
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
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
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
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.