Suggestions
Karl Leaverton
Trustee, Board Member and Principal
Karl Leaverton is a seasoned Trustee, Chief Executive, and Board Member with a proven track record of excelling in communication between Investment Managers and Trust Beneficiaries, ensuring alignment with Trust's goals. With extensive board experience, Karl possesses top-level strategic and financial management skills cultivated through business development, leading sales teams, and overseeing HR strategies and acquisitions. He is a proactive and resourceful leader known for his keen business acumen, exceptional networking and negotiation skills, and adeptness in identifying and leveraging commercial opportunities. Karl is also highly proficient in interpersonal communication, motivating teams to excel, meet deadlines, and consistently achieve outstanding results.
Karl's professional expertise spans a range of areas including Executive Committee and Board level operations, business development, and financial management across various functions. His notable licenses include Series 3, 7, 8, 24, 65, and 66, underscoring his commitment to staying abreast of industry standards and regulations. He is known for his ability to mentor and train others while upholding the highest standards of professionalism and integrity.
An interesting facet of Karl's diverse skill set is his commercial instrument rating for multi-engine land, single engine land, and single engine seaplane. His educational background includes an M.S. in Infrastructure Management from Stanford University and a B.S. in Chemical Environmental Science and Economics from the University of Puget Sound.
Karl Leaverton has held various pivotal roles in esteemed organizations, including being a Member Board of Directors at Awesome Financial Future, Managing Member at YJ Aviation LLC, Managing Member and Principal at Blakely Management Company LLC, Individual Trustee at Karl Leaverton Trustee, Chairman of the Board of Directors at 7 mb Technologies Inc. and SNW Asset Managment LLC, President and CEO at Seattle-Northwest Securities Corporation, Partner at Hollywood Hill Vineyards, President of the Private Client Group at RBC Wealth Management, Member at CZI Aviation Management, LLC, Regional Director at RBC Wealth Management, and Branch Manager, Financial Consultant, and Economist at URS Engineers and Prudential Securities.
