Colorado State Bank and Trust
Founded: 1908 Parent organization: BOK Financial Corporation
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Colorado State Bank and Trust Employees
Colorado State Bank and Trust July 2014 - Present
William E Martin LLC November 2012 - Present
Avocet Accounting Services LLC 2007 - November 2012
Savio House 2003 - 2009
Last Resort Activewear 2004 - 2007
Colorado State Bank and Trust 1988 - 2004
Skills
Accounting, Payroll, Banking, Payroll Taxes, Business Counseling, Bookkeeping, Sales Tax, QuickBooks, Income Tax, Tax, Small Business, Customer Service, Business Systems..., Finance, Retirement Planning, Investment Advisory, Insurance, Financial Planners, Employee Benefits, Information Technology, Strategic Planning, Disaster Recovery, Computer Security, Contract Negotiation, Business Planning, Retirement, Disability Insurance, Estate Planning, Life Insurance, Financial Reporting, Cash Flow, Risk Management, Accounts Payable, Management, Strategic Financial..., Internal Controls, Executive Management, Management Consulting, Vendor Management, Human Resources, Budgets, Account Reconciliation, Mergers & Acquisitions
Education
University of Denver - College of Law.
Juris Doctor
University of Colorado at Denver
Bachelor of Science, Accounting
The American Institute of Certified Tax Coaches
Certified Tax Coach, Proactive Tax Planning
SANS GIAC
PHH Home Loans, LLC. October 2014 - June 2015
Nationstar Mortgage April 2013 - September 2014
New Penn Financial, LLC November 2012 - March 2013
Summit Bank and Trust May 2011 - October 2012
Colorado State Bank and Trust May 2010 - May 2011
JPMorgan Chase January 2002 - May 2010
Education
Northern Illinois University - College of Business
BS, Marketing
Colorado State Bank and Trust July 2015 - Present
Colorado State Bank and Trust December 2009 - July 2015
Colorado State Bank and Trust June 2009 - December 2009
Hopscotch Technology February 2007 - February 2008
Skills
Accounts Payable, Account Reconciliation, Financial Analysis, Sales Management, Employee Management, Expense Allocation, Client Aquisition, Loan Origination, Banking, Loans, Budgets, Coaching, Consumer Lending, Small Business Lending, Training, Credit, Commercial Lending, Lines Of Credit, Branch Management
Education
University of Colorado Boulder 2005 — 2009
Bachelor of Science, Business Administration
Kent Denver High School 2001 — 2005
Arbonne International Independent DistributorOily Obsession-Young LivingNovember 2014 - Present
Members Federal Credit Union January 2012 - 2012
Colorado State Bank and Trust 2007 - 2012
Skills
Loans, Mortgage Lending, Consumer Lending, Credit, Banking, Retail Banking, Loan Origination, Commercial Lending, Mortgage Banking, Credit Analysis, Commercial Banking, Refinance, Cross Selling, FHA, Underwriting, Loan Servicing, Relationship Management, Finance, Portfolio Management, Small Business Lending
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.)
Community Banks of Colorado, a Division of NBH Bank, N.A. December 2013 - June 2015
Ocedon October 2011 - November 2013
Balkan Investigative Reporting Network (BIRN) June 2010 - August 2010
Hillary Clinton for President April 2008 - June 2008
Denver Business Journal September 2007 - December 2007
Colorado State Bank and Trust July 1998 - January 2006
McDonald's Corporation April 1991 - January 1998
Skills
Customer Service..., Retail Banking, International Human..., Scholarly Research, International Relations, Training, Management, Policy Analysis, Customer Service, Microsoft Office, Research, Social Media, Fundraising, Policy, Event Planning
Education
University of Denver 2009 — 2011
Master of Arts (M.A.), International/Global Studies
Metropolitan State College of Denver 2002 — 2007
Bachelor of Arts (B.A.), Political Science and Government
The International Institute for Genocide and Human Rights Studies: A Division of the Zoryan Institute 2012 — 2012
Certificate, Genocide and Human Rights
Great-West Financial February 2015 - Present
Colorado State Bank and Trust September 2014 - February 2015
Dillards March 2010 - September 2014
PetSmart 2008 - 2010
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Team Building, Microsoft Word, Finance, Economics, Ethnic Studies, Leadership, Teamwork, Time Management, Market Research
Education
University of Colorado Denver 2008 — 2013
Bachelor of Science (B.S.), Finance, General
University of Colorado Denver 2008 — 2013
Bachelor of Science (B.S.), Marketing
University of Colorado Denver 2008 — 2013
Minor, Economics
Chaparral High School- Parker, CO 2004 — 2008
TIAA-CREF July 2014 - Present
Freelance October 2013 - Present
Novitex Enterprise Solutions May 2010 - July 2014
xposure model management 2007 - 2010
Colorado State Bank and Trust April 2008 - August 2009
Colorado State University-Pueblo January 2005 - August 2007
Skills
Detail Oriented, Reliable, Able To Multi-task, Customer Service, Adaptability, Public Speaking, Management, Sales Management, Sales, Presentations, Organizational..., Training, Marketing Management
Education
Colorado State University
Business
Colorado State University-Pueblo
Hassan School of Business
Front Range Community College
Associate of Arts (A.A.), Business Administration and Management, General
Front Range Community College
Business Administration
Garfield Estates Vineyard & Winery January 2000 - October 2013
Colorado State Bank and Trust 2007 - 2009
BNY Mellon 1997 - 2000
TCI-Telecommunications Inc. (Comcast) 1994 - 1996
First Interstate Bank 1989 - 1993
Federal Reserve System September 1986 - 1989
Skills
Entrepreneurship, Business Development, Banking, Commercial Banking, Financial Services, Cash Management, Finance, Sales, Certified Treasury..., Treasury Services, Leadership, Wine, Wineries, Financial Analysis, Consumer Lending, Small Business, Commercial Lending
Education
University of Houston
B.A., English
Darling Homes April 2015 - Present
Sudhoff Properties January 2013 - January 2015
EverBank October 2012 - January 2013
Bank of Texas May 2010 - December 2011
Colorado State Bank and Trust April 2007 - June 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Refinance, USDA, Credit, Banking, Loan Origination, Residential Mortgages, VA loans, Commercial Lending, FHA financing, Residential Homes, Construction Loans, Credit Analysis, Real Estate, Foreclosures, Investment Properties
Education
Oklahoma State University 1981 — 1985
Business, Finance
Oklahoma State University
Colorado State Bank and Trust June 1996 - Present
Education
University of Northern Colorado 1981 — 1984
Bachelor of Science (B.S.), Business Administration Management and Research
Colorado State Bank and Trust April 2015 - Present
Trulia December 2014 - March 2015
Westwood College June 2014 - October 2014
Westwood College September 2013 - June 2014
Wells Fargo May 2012 - September 2013
Fraser Valley Metropolitan Recreation District November 2009 - February 2012
Fort Collins Country Club May 2006 - July 2010
Colorado State University December 2004 - August 2009
Skills
Event Planning, Budget Monitoring, Operations Management, Direct Sales, Business Networking, Social Networking, Employee Management, Employee Training, Recruiting, Event Management, Time Management, Marketing, Training, Sales, Customer Service, Management, Social Media, Microsoft Excel, Microsoft Office, Leadership, Public Speaking
Education
Colorado State University 2004 — 2009
Liberal Arts, Communication Studies
Seeking new opportunities 2015 - Present
KeyBank September 2010 - August 2014
Colorado State Bank and Trust October 2007 - July 2010
Bank of the West February 2003 - September 2007
Skills
Internal Audit, Payment Card Processing, Retail Banking, Payments, Performance Management, Compliance, Commercial Banking, Credit Cards, Mobile Payments, Consumer Lending, Fraud Claims, Investment Banking, Customer Service, Sales Operations, Microsoft Office, People Development, Volunteering, Fraud Detection, Banking, Loans, Credit, Branch Banking, Cash Management, Financial Services, Customer Retention, Management, Process Improvement, Onboarding, Product Management, Sales Management, Refinance, Loan Origination
Education
Southeast Community College 1997 — 1998
Tecumseh Public High School 1993 — 1996
Vectra Bank Colorado May 2015 - Present
Prime Lending November 2014 - May 2015
Mutual of Omaha Bank October 2010 - October 2014
Mutual of Omaha Bank April 2010 - October 2014
Colorado State Bank and Trust July 2009 - August 2010
Chevy Chase Bank 2001 - 2008
Imperial Credit Industries 1992 - 1994
1991Bank Western 1983 - 1991
Skills
Credit, Loans, FHA, Mortgage Banking, Construction Loans, Mortgage Lending, Residential Mortgages, Refinance, Loan Origination, USDA, VA loans, Real Estate, Home Equity Loans, FHA financing, Real Estate Economics, Mortgage Underwriting, Banking, Small Business Lending, First Time Home Buyers, Real Estate Transactions, Commercial Lending, Credit Analysis, Financial Analysis, Underwriting, Residential Homes, Commercial Mortgages, Financial Structuring, Consumer Lending, Real Estate Financing, Credit Risk, Investment Properties, Investments, Government Loans, Home Equity Lines of..., VA Loans, FHA Financing, High Net Worth..., Super Jumbo
Education
Regis University 1979 — 1983
Bachelor of Science, Business Administration
Regis University 1978 — 1982
Bachelor's degree, Finance
Central Bank & Trust June 2014 - Present
Chase January 2014 - June 2014
Colorado State Bank and Trust August 2013 - January 2014
First National Bank of Las Animas April 2012 - July 2013
Rocky Mountain Bank and Trust April 2010 - April 2012
Wells Fargo Bank July 2005 - April 2010
Skills
Cash Management, Sales Management, Customer Relations, Negotiation, Forecasting, Small Business Lending, Treasury Management, Commercial Lending, Banking, Lines Of Credit, Portfolio Management, Credit, Investments, Market Analysis, Commercial Banking, Loans, Commercial Mortgages, Underwriting, Financial Analysis, Credit Analysis, Consumer Lending, Risk Management, Commercial Credit, Risk, Credit Risk, Financial Reporting, Small Business, Funding, Loan Origination, Cross Selling, Deposits, Customer Service, Due Diligence, Analysis, SBA Loans, Cash Flow, Retail Banking, Equipment Finance, Credit Administration, Workout, Loan Documentation, Working Capital..., Term Loans, Mortgage Lending, Residential Mortgages, FHA, VA loans, Mortgage Underwriting, Mortgage Processing, Refinance
Education
Saint Mary's University of Minnesota 1992 — 1996
BA, Sociology
Cathedral High School 1988 — 1992
Colorado State Bank and Trust November 2014 - Present
Zions First National Bank April 2005 - October 2014
Countrywide home loans November 2002 - April 2005
Skills
Banking, Credit, Commercial Lending, Investments, Escrow, Loans, Financial Modeling, Cash Management, Loan Origination, Management, Portfolio Management, Asset Management, Financial Analysis, Real Estate
Education
University of Colorado Boulder 1995 — 2000
BA, Economics with Business
Colorado State Bank and Trust January 2013 - Present
Academy Mortgage Corporation May 2012 - December 2012
First Fidelity Bank September 2011 - April 2012
Republic Bank and Trust July 2005 - September 2011
Skills
FHA, Loan Origination, Management, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, Loans, VA Loans, FHA Financing, Credit Analysis, USDA, Mortgage Underwriting, Credit
Education
Oklahoma State University-OKC 1997 — 2001
Police Science
Rose State College 1996 — 1997
Criminal Justice and Corrections
Oklahoma State University 1994 — 1995
General Studies
Colorado State Bank and Trust September 2011 - Present
American National Bank October 2003 - September 2011
Bank of Cherry Creek July 1999 - October 2003
Skills
Trust, Special Needs, Special Needs Planning, Trusts, Trust Services, Trustee, Trust Management, Living Trusts, Investments, Investment Advisory, Banking, Non-profits, Music, Estate Administration, Estate Planning, Wealth Management..., Estate Tax Planning, Fiduciary, Retirement Planning, Wealth Management, High Net Worth...
Education
University of Northern Colorado 1995 — 1999
Bachelor of Arts, Music Performance, General
Vectra Bank Colorado June 2013 - Present
Colorado State Bank and Trust September 2009 - May 2013
St. Charles Capital October 2007 - September 2009
University of Colorado at Denver June 2006 - August 2007
Skills
Financial Modeling, Financial Analysis, Mergers, Corporate Finance, Valuation, Due Diligence, Finance, Private Equity, Analysis, Portfolio Management, Banking, Capital Markets, Investment Banking, Credit Analysis, Equities, Investments, Mergers & Acquisitions, Financial Reporting, Credit, Loans, Strategy
Education
University of Colorado at Denver 2007 — 2008
Masters, Finance, Graduated with a 3.7 GPA
University of Colorado Denver 2003 — 2007
Bachelors, Finance and Accounting
Colorado State Bank and Trust September 2009 - Present
JPMorgan Chase 1983 - 2009
Skills
Wealth Management, Investments, High Net Worth..., Mortgage Lending, Loans, Lines Of Credit, Strategic Financial..., Trusts, Commercial Lending, Credit
Education
Pacific Coast Graduate School of Banking 1990 — 1992
Graduate, Bank Management
The University of Texas at Austin 1971 — 1974
B.S. with Honors
Colorado State Bank and Trust February 2012 - Present
My Kitchen Remodel in 2010 2010 - 2010
Coldwell Banker Real Estate 2007 - 2009
Skills
FHA, VA, Loans, Conventional, Home, Purchase, Residential, Refinance, Mortgage Lending, VA loans, USDA, Mortgage Planning, Mortgage Services, Conforming, Physicians, Residential Homes, Investment Properties, Sellers, Real Estate, Credit, Short Sales, Loan Origination
Education
University of Northern Colorado
BS, Business Administration
Colorado State Bank and Trust 2010 - Present
JPMorgan Chase November 1998 - September 2009
Norwest Financial 1988 - 2000
Wells Fargo Financial 1988 - 2000
Skills
Underwriting, Credit, Sales Management, Mortgage Lending, Default, Analysis, Loan Origination, Residential Mortgages, FHA, Refinance, Mortgage Banking, FHA financing, Loans, USDA, VA loans, Construction Loans, Reverse Mortgages, Consumer Lending, Commercial Lending, Loan Servicing, Mortgage Underwriting, Government Loans, Credit Analysis
Education
University of Florida 1984 — 1988
Business, Finance
Colorado State Bank and Trust June 2011 - Present
Guaranty Bank & Trust November 2009 - June 2011
Stonehenge Capital April 2002 - November 2009
US Bank January 1995 - April 2002
American National Bank and Trust Company of Chicago July 1990 - September 1994
Skills
Private Equity, Credit, Capital Structure, Mezzanine, Cash Flow, Mergers & Acquisitions, Banking, Leveraged Finance, Corporate Development, Commercial Banking, Acquisitions, Financial Analysis, Loans, Strategic Planning, Executive Management, Mergers, Recapitalizations
Education
University of Colorado at Denver 1997 — 1999
MS, Management and Organization
University of Notre Dame 1986 — 1990
BBA, Finance
Colorado State Bank and Trust April 2011 - Present
Bank of New York Mellon June 2009 - April 2011
Skills
Portfolio Management, Financial Analysis, Investments, Loans, Wealth Management, Credit, Financial Modeling, Mortgage Lending, Asset Allocation, Capital Markets, Equities, Mutual Funds, Valuation, Credit Analysis, Banking
Education
Cornell University
Bachelor of Arts, Psychology, Economics
Cranbrook Kingswood
Department of Veteran Affairs, Loan Guarantee February 2014 - Present
Colorado State Bank and Trust March 2009 - February 2014
Wells Fargo Home Mortgage March 2008 - December 2008
GMAC Mortgage December 2006 - February 2008
Countrywide Home Loans January 2003 - November 2006
Education
Pikes Peak Community College 1988 — 1993
Assoc of Applied Science, Broadcasting
Colorado State Bank and Trust January 2012 - July 2012
MetLife Home Loans December 2010 - January 2012
MetLife Financial Group of the South January 2010 - December 2010
Dryden, Bound & Associates, an Office of MetLife July 2008 - December 2009
Regions 2005 - 2008
Skills
Mortgage Lending, Mortgage Banking, Recruiting, Marketing, Customer Service, Leadership
Education
Athens State University 2015 — 2017
Bachelor’s Degree, Human Resource Management
Snead State Community College 2013 — 2015
Associate’s Degree, Human Resource Management
Humanscale February 2014 - Present
Colorado State Bank and Trust October 2008 - February 2014
US Bank April 2004 - October 2008
Allegiance Telecom, Inc April 2003 - April 2004
Grand Canyon Trust September 2001 - March 2003
Alcatel-Lucent May 2001 - September 2001
Premax Enterprises May 2000 - May 2001
Skills
Consumer Lending, Small Business Lending, Banking, Loans, Credit, Mortgage Lending, Branch Management, Retail Banking, Customer Service, Loan Origination, Cross Selling, Credit Analysis, Relationship Management, Finance, Sales Management, Team Building, Mortgage Banking, Underwriting, Cash Management, Financial Services, Budgets, Operations Management, Risk Management, Coaching, Leadership, Lines Of Credit, Management, Hiring, New Business Development, Customer Satisfaction, Team Leadership, Selling, Training, Cold Calling, Customer Relations, Talent Acquisition, Consultative Selling, Compliance, Mentoring, Budgeting, Customer Retention, Ergonomics, Account Management, Office Equipment, Cognitive Ergonomics, Facilities Management, Outside Sales, Systems Furniture, Furniture, Healthcare Information...
Education
Northern Arizona University-The W. A. Franke College of Business 1999 — 2002
BSBA, Business Management
Coors Credit Union September 2013 - Present
Colorado State Bank and Trust November 2011 - September 2013
JP Morgan Chase July 2001 - July 2011
Skills
Mortgage Lending, Conventional, VA, FHA, Refinance, Physician Loans, Loans, Mortgage Banking, Loan Origination, VA loans, USDA, FHA financing, Residential Mortgages, Construction Loans, Small Business Lending, Credit, Home Equity Loans, Commercial Lending, Consumer Lending, Real Estate Financing, Credit Analysis, Banking, Commercial Banking, FHA Financing, Government Loans, Commercial Mortgages, Lines Of Credit, Retail Banking, Underwriting, VA Loans
Education
Colorado State University 1993 — 1997
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Great-West Financial June 2015 - Present
Jackson National Life November 2011 - June 2015
Jackson National Life May 2010 - November 2011
Jackson National Life January 2008 - June 2010
Colorado State Bank and Trust March 2007 - January 2008
OppenheimerFunds February 2001 - March 2007
Skills
Mutual Funds, Series 7, Series 63, Series 6, 401k, Retirement, Investments, Financial Services, Asset Allocation, Retirement Planning, Alternative Investments, Investment Advisory, Separately Managed..., Wealth Management, Variable Annuities, Financial Markets, Relationship Management, IRAs, Sales, Financial Advisory, ETFs, FINRA, Investment Management, Series 24, Securities
Education
Seton Hall University 1995 — 1999
Bachelor of Arts, Communications
Colorado State Bank and Trust September 2008 - Present
GMAC Mortgage September 2006 - August 2008
Premier Mortgage Group August 2005 - September 2006
Skills
Loans, Refinance, Mortgage Banking, Commercial Real Estate, Sellers, Banking, Finance, Customer Service, Mortgage Lending, First Time Home Buyers, Investment Properties, Real Estate, Condos, Referrals, FHA, Investors, Vacation Homes
Education
Radford University 1991 — 1995
Bachelor of Science, Commercial Fitness
RE1 School District February 2015 - Present
Self-Employed October 2014 - Present
Bank of the West October 2013 - February 2015
City of Sterling February 2014 - October 2014
City of Sterling March 2013 - October 2013
Mile High Banks May 2010 - February 2013
Mile High Banks November 2006 - May 2010
Colorado State Bank and Trust January 2006 - November 2006
Colorado State Bank and Trust December 2004 - January 2006
Skills
Multitasker, Great People Skills, Energetic, Microsoft Office, Private Banking, Credit, Commercial Banking, Banking, Administration, Analysis, Auditing, Branch Management, Budgets, Critical Thinking, Customer Satisfaction, Customer Service, Deposits, Finance, Leadership, Management, Microsoft Excel, Microsoft Word, Negotiation, Outlook, Records Management, Retail Banking, Team Leadership, Teamwork, Time Management, Lines Of Credit, Business Development, Corporate Finance, Risk Management, Loans, Portfolio Management, Sales, Cross Selling, Sales Management, Business Planning, Financial Analysis
Education
University of Northern Colorado 2000 — 2004
Bachelor of Arts, Psychology
Front Range Community College 2001 — 2001
Certified Nurse Assistant, Pre-Nursing Studies
Colorado State Bank and Trust August 2011 - Present
Colorado State Bank and Trust November 2010 - August 2011
Bank of Texas June 2008 - November 2010
Skills
Banking, Commercial Banking, Credit, Finance, Strategic Planning, Wealth Management, Commercial Lending, Loans, Treasury Services, Credit Analysis, Small Business Lending, Portfolio Management, Investments
Education
Texas A&M University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Caliber Home Loans July 2014 - Present
W.J. Bradley Mortgage Capital, LLC June 2013 - July 2014
Colorado State Bank and Trust 2012 - May 2013
Colorado Home Mortgage 2011 - 2012
BBVA Compass 2009 - November 2011
Charles Schwab 1998 - 2004
Skills
Mortgage Lending, Financial Analysis, Residential Mortgages, Jumbo Mortgage, FHA financing, First Time Home Buyers, Real Estate Financing, Mortgage Coach, Home Equity Loans, Consumer Lending, VA loans, FHA, Underwriting, Investors, HUD, Investment Properties, Investments, Mortgage Banking, USDA, Portfolio Management, Refinance, Government Loans, Short Sales, Real Estate Transactions, REO, Foreclosures, Credit, Retail Banking, Non-Conforming, Construction Loans, Loans, Wealth Management, Residential Homes, Referrals, Loan Origination, Credit Analysis, Banking, Real Estate, Selling, Mortgage Underwriting, Commercial Lending, Small Business Lending, Single Family Homes, Credit Risk, Condos, New Home Sales, Cross Selling
Education
Arizona State University 1984 — 1986
BS, Business Administration
Bank of the West March 2015 - Present
Wells Fargo Home Mortgage December 2013 - September 2014
Bank of the West May 2012 - July 2013
Colorado State Bank and Trust October 2011 - June 2012
KeyBank October 2007 - September 2011
Bank of America-Countrywide Home Loans June 2003 - October 2007
Skills
Loans, Process Improvement, Public Speaking, Building Relationships, Mortgage Banking, Sales Management, Loan Origination, Commercial Lending, Mortgage Lending
Education
Colorado State University 1999 — 2003
Journalism, Media Studies
Bank of America Merrill Lynch May 2014 - Present
Colorado State Bank and Trust April 2010 - May 2014
First Western Trust Bank July 2005 - March 2010
IronStone Bank May 2004 - July 2005
Merchants Mortgage & Trust January 2002 - May 2004
KeyBank November 1996 - January 2002
US Bank May 1991 - November 1996
Skills
Wealth Management, Commercial Banking, Small Business Lending, Commercial Lending, Private Banking, Loans, Banking, Credit, Mortgage Lending, Wealth Management..., Credit Analysis, Trust Services, Financial Analysis, Portfolio Management, Consumer Lending, Estate Planning, Financial Services, Insurance, Loan Origination, Mortgage Banking, Treasury Management, Series 7, Strategic Financial..., Credit Risk
Education
Certified Financial Planner 2010 — 2010
CFP®
University of Colorado at Denver 1992 — 1995
MBA, Finance/ Marketing
Jai Hind College 1986 — 1989
B.A., Accounting
Provenance Consulting, LLC August 2014 - Present
Houston Area March 2009 - August 2014
Brazosport Independent School District September 2010 - May 2014
The Dow Chemical Company July 2006 - February 2009
The Dow Chemical Company July 2004 - July 2006
Dow Chemical 2000 - 2006
Dow Chemical August 2000 - July 2004
Dow Chemical 1997 - 2000
Texas Tech University 1993 - 1997
Colorado State Bank and Trust 1988 - 1990
Skills
Six Sigma, Process Safety, EHS, Chemical Engineering, Manufacturing, Process Engineering, Analysis, Environmental Awareness, Training, Engineering, HAZOP, Team Building, Factory, Process Simulation, Continuous Improvement, Leadership, Project Planning, Coaching, Root Cause Analysis, Environmental Compliance, Chemistry, Microsoft Office, Project Management, Risk Management, Strategic Planning, Process Improvement, Auditing, Research, Design of Experiments, HAZOP Study, Environmental, Compliance, PHA Pro
Education
Texas Tech University 1993 — 1997
BSChE, Chemical Engineering
Arapahoe Community College 1990 — 1993
AS, Pre-Engineering
Colorado State Bank and Trust March 2015 - Present
Vectra Bank Colorado May 2014 - February 2015
Zions Bancorporation June 2014 - September 2014
Vectra Bank Colorado August 2013 - May 2014
Wells Fargo March 2012 - June 2013
Wells Fargo Bank June 2011 - March 2012
Wells Fargo Bank NA August 2008 - July 2011
Wells Fargo August 2009 - December 2009
BYU Idaho January 2008 - April 2008
Skills
Spanish, Cash Flow, Commercial Banking, Financial Analysis, Underwriting, Credit, Finance, Microsoft Word, Microsoft Excel, Management, PowerPoint, Analysis, Banking, Financial Modeling
Education
Brigham Young University - Idaho 2008 — 2011
Bachelor of Science, Financial Economics
Broadridge Financial Solutions January 2013 - Present
First Citizens Bank February 2011 - July 2012
United Western Bank May 2010 - January 2011
United Western Bank August 2003 - May 2010
Fortner, Bayens, Levkulich and Garrison, P.C. October 2001 - August 2003
Colorado State Bank and Trust May 1999 - September 2001
Skills
SEC Financial Reporting, Regulatory Reporting, Financial Analysis, SEC filings, Banking, Risk Management, Finance, Accounting, Sarbanes-Oxley Act, Cash Management, Internal Controls, Budget, Month End Close, Financial Reporting, Board of Directors..., Investment Accounting, System Integrations, Microsoft..., Series 27
Education
University of Colorado at Denver 1993 — 2001
Bachelor of Business Administration (BBA), Accounting
American Banking Institute
Mountain State Employers Council
Colorado Heights University January 2014 - Present
Key Bank May 2011 - May 2014
Mutual of Omaha Bank April 2008 - December 2010
First Community Bank March 2006 - April 2008
Colorado State Bank and Trust March 1999 - March 2006
Center for Financial Training 2002 - 2006
Skills
Commercial Banking, Classroom instruction, Management, SBA, Classroom, Lines Of Credit, Asset Based Lending, Banking Relationships, Leadership, Financial Structuring, Treasury Services, Branch Banking, Business Relationship..., Branch Management, Banking, Commercial Lending, Credit Analysis, Financial Analysis, Small Business Lending, Finance, Loans, Underwriting, Credit, Portfolio Management
Education
University of Maryland College Park 1971 — 1974
B.A., History, Economics
Jones International University 1999 — 2001
M.A, Business Communications
Thomas Edison State College
A.S., Management
Marion Leggett August 2014 - Present
TCF Bank March 2008 - August 2014
First Community Bank December 2004 - March 2008
Colorado State Bank and Trust January 1999 - 2004
Skills
Commercial Banking, Cash Management, Internet Banking, Treasury Management, Small Business Lending, Credit, Commercial Lending, Portfolio Management, Risk Management, Consumer Lending, ACH, Lines Of Credit, Loans, Banking, Retail Banking, Credit Analysis, Financial Analysis, Credit Cards, Banking Relationships, Mortgage Lending, SBA, Payments, Loan Origination, Treasury Services, Credit Risk, Deposits
Education
Syracuse University
BFA
Bank of the West November 2014 - March 2015
Colorado State Bank and Trust September 2013 - November 2014
TIAA-CREF December 2004 - March 2013
AIG SunAmerica January 2004 - January 2005
Jackson National Life January 2002 - January 2004
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Retirement, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Wealth Management..., IRAs, Financial Services, High Net Worth..., Estate Planning, Financial Planning, Uniform Combined State...
Education
Southern Illinois University, Carbondale 1986 — 1990
Bachelor's Degree, Finance and Financial Management Services
Colorado State Bank and Trust June 2013 - Present
Bank of the West October 2012 - Present
Bellco Credit Union August 2009 - September 2010
Colorado State University August 2004 - May 2009
Skills
Customer Service, Sales
Education
Colorado State University 2004 — 2009
BA, Communication Studies
Colorado State Bank and Trust September 2013 - Present
Bank of Arizona July 2009 - September 2013
US Trust, Bank of America Private Wealth Management August 1999 - January 2009
Sachnoff & Weaver, Ltd. December 1997 - August 1999
Gardner Carton & Douglas August 1995 - December 1997
Skills
Wealth Management..., Estate Planning, Asset Protection, Trust Services, Portfolio Management, Asset Allocation, Estate Tax Planning, Wealth Management, Financial Planners, Wealth, Financial Services, Estate Law, Tax, Loans, Trusts, Strategic Financial..., High Net Worth...
Education
Loyola University Chicago School of Law 1992 — 1995
JD, Cum Laude, Law
Illinois Institute of Technology 1984 — 1986
Institute of Design - Product Design
Roosevelt University 1979 — 1984
BMEd, Jazz Studies
Berklee College of Music 1976 — 1977
Saxophone Performance
Hillphoenix August 2013 - September 2014
Van Buren County Hospital and Clinics November 2008 - March 2013
SAXA, Inc. June 2006 - October 2008
Horizon Banks, N.A. March 2005 - May 2006
Colorado State Bank and Trust September 2004 - March 2005
Colorado State Bank and Trust July 2002 - September 2004
Skills
Benefits Administration, Coaching, Employee Benefits, Employee Relations, Employee Training, Human Resources, Onboarding, Performance Management, Recruiting, Customer Service, Talent Acquisition, Contract Negotiation, Policy, Management, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
B.B.A., Management and Organizations
WR Starkey Mortgage January 2014 - Present
Colorado State Bank and Trust October 2009 - January 2014
Skills
Refinance, VA loans, FHA, Mortgage Lending, Mortgage Banking, Loans, USDA, Loan Origination, Residential Mortgages, Certified Mortgage..., Government Loans, Real Estate Financing, Home Equity Loans, FHA financing, Real Estate, Reverse Mortgages, VA Loans
Education
University of Colorado at Boulder 2002 — 2004
Bachelor's degree, Business Marketing
Loyola Marymount University 1999 — 2002
Bachelor of Science (B.S.), Marketing
Colorado State Bank and Trust March 2015 - Present
Colorado State Bank and Trust November 2012 - March 2015
Bank of Oklahoma June 2012 - November 2012
Seven Two Partners March 2012 - June 2012
OppenheimerFunds June 2011 - September 2011
Maverick Trading December 2010 - March 2011
T-Mobile October 2007 - July 2010
Best Buy November 2005 - September 2007
Skills
Financial Analysis, Business Development, Portfolio Management, Financial Modeling, Bloomberg, Credit Analysis, Loans, Banking, Investments, Credit, Microsoft Excel, Economics, Commercial Banking, Business Writing, Technical Analysis
Education
University of Denver - Daniels College of Business 2010 — 2012
Masters of Science, Finance
University of Northern Colorado 2006 — 2010
BA, Finance
Broomfield High School
Guaranty Bank and Trust Company June 2013 - Present
Colorado State Bank and Trust May 2008 - June 2013
TCF Bank January 2005 - May 2008
Skills
Consumer Lending, Commercial Lending, Branch Management, Small Business Lending, Loans, Retail Banking, Loan Origination, Credit, Cross Selling, Banking, Branch Banking, Mortgage Banking, Home Equity Loans, Bank Secrecy Act, Cash Management, Lines Of Credit, Banking Relationships, Home Equity Lines of..., Coaching, Mortgage Lending, Refinance, Commercial Banking, Private Banking, Relationship Management
Education
University of Colorado Denver 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Wells Fargo July 2012 - Present
Colorado State Bank and Trust April 2007 - July 2012
Commerce Bancshares, Inc. February 2005 - April 2007
Wells Fargo 1999 - 2004
Skills
Retirement Plan..., Asset Allocation, Mutual Funds, Financial Services, Investment Policy..., Qualified Retirement..., Non-Qualified Deferred..., 457 Plans, Plan Compliance, ESOP, Relationship Management
Education
University of Illinois at Chicago
BA, Economics
BBVA Compass June 2011 - Present
BBVA Compass June 2011 - December 2014
Colorado State Bank and Trust March 2007 - May 2011
GE Capital 2005 - 2007
CoBank 2005 - 2006
First National Bank of Colorado 2000 - 2004
Skills
Trade Credit, Underwriting, Credit, Commercial Lending, Commercial Banking, Financial Modeling, Finance, Syndications, Credit Analysis, Credit Risk, Loans, Banking, Financial Analysis, Portfolio Management, Financial Services, Financial Structuring, Business Development, Financial Risk
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Science, Business Administration
Charles Schwab 2014 - Present
Mile High Banks August 2013 - September 2014
Mile High Banks May 2011 - August 2013
Mile High Banks April 2005 - May 2011
Colorado State Bank and Trust 2000 - 2005
Skills
Banking, Commercial Banking, Risk Management, Financial Analysis, Auditing, Consumer Lending, Private Banking, Retail Banking, Branch Banking, Time Management, Strategic Thinking, Problem Solving, Teamwork, Customer Service, Flexibility, Analytical Skills, Organizational...
Education
Utica College 2008 — 2010
MBA, Economic Crime and Fraud Management
Metropolitan State College of Denver 2000 — 2004
Bachelors, Criminal Justice and Criminology
Colorado State Bank and Trust May 2015 - Present
Colorado State Bank and Trust November 2013 - April 2015
BMO Harris Bank November 2012 - October 2013
Menards November 2011 - October 2012
Boyne Mountain Resort November 2009 - April 2011
Skills
Time Management, Microsoft Office, Customer Service, Retail Banking, Management, Loans, Leadership, Sales, Finance, Salesforce.com, DOS, Banking, Credit, Consumer Lending, Credit Analysis, Small Business Lending
Education
Northern Michigan University 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Marketing
Northern Michigan University 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Management
Grand Blanc Community High School 2000 — 2004
Diploma, General Studies
CoBiz Financial Inc. December 2013 - Present
Retirement Planning Strategies August 2013 - December 2013
BOK Financial December 2011 - March 2013
Colorado State Bank and Trust May 2009 - November 2011
Vectra Bank Colorado May 2005 - March 2009
UMB Bank April 2004 - May 2005
Colorado State Bank and Trust January 1999 - November 2003
Skills
Screening, Employee Management, Banking, Employee Relations, Recruiting, Payroll, Management, Human Resources, Onboarding, Coaching, Performance Management, Employee Engagement, Applicant Tracking..., HRIS, New Hire Orientations, Employee Benefits, Hiring, Sourcing, HR Consulting, HR Policies, FMLA, Team Building, Building Relationships, Training, Talent Management, Talent Acquisition, Personnel Management, College Recruiting, Workforce Planning, Benefits Administration, Customer Retention, Deferred Compensation, Succession Planning, Temporary Placement, Employee Training, Interviews, Internet Recruiting, Organizational...
Education
Art Institute of Pittsburgh 1993 — 1995
Associates, Business/Marketing
Colorado State Bank and Trust April 2015 - Present
Bank of the West May 2014 - April 2015
BMO Harris Financial Advisors July 2012 - May 2014
Precision Wealth Strategies, LLC October 2009 - June 2012
Skills
Insurance, Wealth Management, Sales, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Estate Planning, Investments, Financial Planning, Portfolio Management, Underwriting
Education
University of Missouri-Columbia
Bachelor's degree, Animal Sciences
The University of Queensland
Colorado State Bank and Trust October 2014 - Present
BBVA Compass February 2013 - Present
Summit Bank & Trust September 2012 - February 2013
Bank of the West December 2011 - September 2012
Colorado State Bank and Trust August 2011 - January 2012
BBVA Compass January 2009 - September 2011
Inhelder Investments April 2002 - January 2009
US Bank August 1999 - May 2001
Compass Bank 2001 - 2001
Skills
Mortgage Lending, Residential Mortgages, Jumbo Mortgage, Mortgage, Residential Homes, First Time Home Buyers, Loans, Construction Loans, Credit, Sales Management, Refinance, Referrals, Mortgage Banking, Loan Origination, New Business Development, Sales, Finance, Banking, Credit Analysis, FHA financing, Real Estate, Consumer Lending, Lines Of Credit, Home Equity Lines of..., Home Equity Loans, Management, Private Banking, Real Estate Financing, Retail Banking, FHA, Small Business Lending, Wealth Management, Commercial Banking, Investment Properties, Mortgage Underwriting, Financial Analysis, Portfolio Management, Cross Selling, Mutual Funds, Commercial Real Estate
Education
University of Colorado at Denver 1994 — 1996
Bachelor of Arts, Communication with emphasis in Public Relations
HERITAGE HIGH SCHOOL 1985 — 1990
Runyan Elementary
FluentStream Technologies July 2013 - Present
Mountainside Medical Colorado, LLC December 2011 - June 2013
Spring Hill Music February 2008 - December 2011
Colorado State Bank and Trust June 2007 - February 2008
Skills
Social Media, Marketing, Sales, Customer Service, Facebook, Public Relations, Budgets, Time Management, Salesforce.com, SaaS, Social Media Marketing, New Business Development, FileMaker, Organized with Strong..., Microsoft Office, Power Point, Budgeting, SnapEngage, Channel Sales, Twitter, Salesforce, Channel Sales..., Management, Account Management, Leadership, Start-ups, Business Development, Marketing Strategy, Sales Management, Public Speaking, Social Networking, Strategic Planning, Training, Email Marketing, CRM, Sales Process, Cloud Computing, Lead Generation, Contract Negotiation, Strategy, Event Planning, Online Marketing, Team Leadership, Strategic Partnerships, Telecommunications, Sales Operations, RFP
Education
University of Colorado at Boulder 2003 — 2007
Bachelor's, Sociology, Gender Studies
Dakota Ridge High School 1999 — 2003
Catalyst Lending, Inc. January 2010 - Present
Colorado State Bank and Trust September 2008 - January 2010
BlueDot Financial, Inc. November 2007 - August 2008
Bear Stearns February 2005 - October 2007
EMC Mortgage Corporation 2005 - 2007
Wells Fargo Home Mortgage July 2003 - February 2005
Aurora Loan Services January 1998 - July 2003
Lehman Brothers 1998 - 2003
Crossland Mortgage Corp June 1997 - January 1998
Harbourton Mortgage Co., LP October 1995 - June 1997
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Underwriting, FHA, Leadership, Banking, Finance, Loans, Commercial Lending, Financial Services, Risk Management, Credit Analysis, Management, Credit, Mortgage Servicing, USDA, Residential Mortgages, Refinance, Investment Properties, Real Estate, Loan Servicing, Executive Management, Commercial Mortgages, Real Estate Financing, Mortgage Underwriting, Portfolio Management, Sales Management
Education
California State University-Sacramento 1990 — 1994
Bachelor of Science (BS), Finance
American River College 1982 — 1984
Rio Americano High School 1979 — 1982
First California Mortgage Company May 2015 - Present
Sierra Pacific Mortgage Company, Inc. May 2014 - May 2015
Castle & Cooke Mortgage, LLC August 2008 - May 2014
Colorado State Bank And Trust April 2007 - July 2008
ResMAE Mortgage Corporation August 2004 - March 2007
Truth In Lending April 2003 - July 2004
Skills
Mortgage Lending, Mortgage Banking, FHA, Refinance, Residential Mortgages, Loan Origination, Loans, VA loans, Credit, USDA, Certified Mortgage..., First Time Home Buyers, Banking, Investment Properties, Referrals, Finance, FHA financing, Real Estate, Construction Loans, Reverse Mortgages, Real Estate Transactions, Foreclosures, Mortgage Underwriting, Home Equity Loans, Loss Mitigation, Government Loans, Investments, Real Estate Financing, Mortgage Marketing, Home Equity Lines of..., FHA Financing, Sales, Management, Credit Analysis, Residential Homes, REO, VA Loans
Education
Colorado State University 1999 — 2003
Business Marketing and Management
Chatfield Senior High School 1995 — 1999
General Studies
RE/MAX Southeast, Inc. April 2015 - Present
Amplify Skin Solutions, LLC February 2013 - Present
eWomenNetwork May 2012 - Present
The Inverness Hotel and Conference Center September 2013 - March 2015
Wells Fargo Advisors, LLC October 2011 - January 2013
TCF Bank April 2011 - September 2011
Peoples Mortgage Corporation October 2010 - April 2011
Keller Williams Denver Southlands 2008 - 2011
Colorado State Bank and Trust August 2009 - October 2010
Jackson National Life August 2008 - September 2009
Skills
Sales, Time Management, Customer Retention, Makeup Artistry, Customer Service, Sales Management, Microdermabrasion, Eyelash & Eyebrow..., Retail, Chemical Peels, Customer Satisfaction, Team-oriented, Acne Treatment, Waxing, Eyelash Extensions, Facials, Computer Proficiency, Bikini waxing, Anti-aging, Cruelty Free Skin Care, Organic and Vegan Skin..., Asset Managment, Banking, Budgets, Business Development, Buyers, Credit, Credit Analysis, Entrepreneurship, Finance, Financial Services, Investment Properties, Insurance, Investments, Leadership, Loan Origination, Loans, Marketing, Mortgage Banking, Mortgage Lending, Networking, Public Speaking, Real Estate, Residential Homes, Residential Mortgages, Team Building
Education
New Dimensions School 2013 — 2013
Esthetician, Anti-Aging Solutions and Eye lash extensions
Registrations 2008 — 2011
Series 7 and 66 Registrations, Life and Variable Insurance licenses
Kaplan Professional Schools 2006 — 2007
Real estate license, Real Estate License
Pikes Peak Community College
Business, Management, Marketing, and Related Support Services
The Brand USA June 2014 - Present
El Paso County September 2012 - October 2013
El Paso County February 2012 - September 2012
Junior Achievement USA January 2011 - May 2012
El Paso County September 2011 - February 2012
Colorado State Bank and Trust April 2009 - December 2010
Pikes Peak Cardiology September 2008 - April 2009
Pikes Peak Cardiology September 2007 - May 2008
GMAC Mortgage September 2002 - July 2007
Skills
Highly detail oriented, Microsoft Office, Centricity, Trails, JD Edwards, Typing, Efficent, Diligent, Prompt, Friendly Personality, Minimal Supervision, Smiling, Great Organizer, Keen Listener, Finance, Analysis, Accounts Payable, Accounting, Budgets, Microsoft Word
Education
Pikes Peak Community College 2010 — 2012
Associate of Applied Science, Accounting
AdvisorLoans May 2015 - Present
Key Bank April 2010 - January 2014
Colorado State Bank and Trust August 2007 - September 2008
BBVA Compass January 2003 - August 2007
US Bank May 2001 - August 2002
US Bank April 2000 - April 2001
US Bank February 1997 - March 2000
US Bank September 1981 - February 1997
Citizens Savings and Loan September 1980 - August 1981
KNAB and KSTC Radio January 1978 - August 1980
Skills
Banking, Mergers, Loans, Deposits, Retail, Coaching, Consumer Lending, Retail Banking, Credit, Cross Selling, Bank Management, Investments, Banking Relationships, Financial Institutions, Sales Management, Community Banking, Consultative Selling, Branch Management, Mentoring, Public Speaking, Leadership, Team Building, Management, Mergers & Acquisitions, Sales, Training, Small Business Lending
Education
Los Angeles City College 1975 — 1977
Communications
South Gate High School 1972 — 1975
HIgh School Diploma, General Studies
South Gate High School
Western Union August 2014 - Present
Colorado State Bank and Trust October 2013 - August 2014
U.S. Bank March 2013 - October 2013
carrabbas italian grill March 2004 - April 2013
Nordstrom FSB September 2010 - March 2013
CDASS August 2006 - September 2010
Skills
Customer Service, Vital Signs, Data Entry, Telephone Skills, Activites of daily..., Bed making, ROM exercises, ambulation, Data Analysis, Research, Home Care, Personal Care, Long Term Care, Dementia Care, Cashiering, Cpr Certified, Critical Thinking, Phone Etiquette, Medical Terminology, Cash Handling Experience, Cash Register, Multi-line Phone, HIPAA, Dependable Team Player, Highly detail oriented, PowerPoint, Microsoft Word, Administrative..., Copying, Report Writing, Microsoft Office, Strategic Planning, Leadership, Teamwork, Sales, Analysis, Credit, Time Management, Customer Satisfaction, Banking, Customer Retention, Financial Analysis
Education
Metropolitan State College of Denver 2008 — 2010
Bachelor Of Science in Biology
University of Northern Colorado 2005 — 2008
English, Chemistry, Biology
DIRECTV 2008 - Present
Colorado State Bank and Trust May 2005 - May 2008
Skills
Digital Media, Sales, Social Media, Marketing, Customer Satisfaction, Social Media Marketing, Advertising, Account Management, Event Management, Event Planning, Digital Marketing, Management, Accounting, Lead Generation, Hospitality, Leadership, Business Planning, Facebook, Marketing Communications, Team Leadership, Public Relations, Training, Recruiting, E-commerce, Team Management, Time Management, Banking, Customer Service, Financial Analysis, Finance, Loans, Credit Analysis, Customer Retention, Credit
Education
Metropolitan State College of Denver 2008 — 2012
Hospitality event planning, Hospitality Administration/Management
Encore Elder Assistance 2007 - Present
Central Bank of Denver 1991 - 2012
The Great DownStairs, Inc. 2005 - 2010
Colorado State Bank and Trust 2003 - 2006
PMA Real Estate 2001 - 2002
Northern Trust 1996 - 2000
Skills
Trust Services, Seniors, Estate Planning, Banking, Wealth Management, First Time Home Buyers, Medicare, Long-term Care, Sales, Retirement Planning, Investments, Investment Properties, Insurance
Education
Northwestern University 1998 — 2000
N/A, Trust and Estate
PSI Seminars
Personal/Professional Growth
University of Wisconsin-Oshkosh
Psychology
Colorado Department of Corrections July 2014 - Present
Colorado Department of Corrections May 2014 - June 2014
Colorado Department of Corrections July 2013 - April 2014
Colorado Department of Corrections August 2011 - June 2013
Colorado Department of Corrections September 2010 - July 2011
The Schwan Food Company June 2010 - September 2010
Wells Fargo Home Mortgage November 2009 - June 2010
Colorado State Bank and Trust December 2008 - November 2009
Universal Lending Corporation September 2008 - December 2008
GMAC Mortgage May 2005 - September 2008
Skills
Core Trainer, Curriculum Developer, Armed Transport..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Strategic Planning, Team Building, Management, Public Speaking, Training, Planning Budgeting &..., Business Development, Real Estate Financing, Corrections, Confidentiality, Accurate Data Entry, Research, PowerPoint, Leadership, Risk Management, Operations Management, Project Management, Coaching, FHA, Mortgage Lending, Credit, Loans
Education
California Lutheran University 1985 — 1987
Bachelor's Degree, Business Administration
Agoura High School 1981 — 1985
High School
California Coast Credit Union December 2014 - July 2015
City National Bank May 2014 - October 2014
The Intellisis Corporation February 2014 - May 2014
AMG National Trust Bank May 2005 - November 2013
Colorado State Bank and Trust May 1981 - May 2005
Skills
Pension Administration, IRAs, Accounting, Paralegals, Microsoft Office, 10 Key, Roth IRA, SEP IRA, Simple IRA, 401k Rollovers, Business Correspondence, Traditional IRA, Coverdell, Keoghs, Simple Plans, Profit Sharing
Education
Community College of Aurora
Accounting Certificate, Accounting and Finance
Denver Paralegal Institute
Paralegal Certificate, Paralegal - Legal
The Institute of Certified Bankers
CISP Certificate, Retirement Plans
Colorado State Bank and Trust April 2014 - Present
J.P. Morgan September 2012 - April 2014
Colorado Professionals Mortgage January 2007 - September 2012
Wells Fargo Home Mortgage August 1998 - January 2007
Skills
Loans, Mortgage Lending, Credit, Loan Origination, Mortgage Banking, Credit Analysis, Residential Mortgages, Financial Analysis, Refinance, Finance, FHA, Financial Services
Education
Red Rocks Community College
Real Estate Business
Colorado State Bank and Trust March 2015 - Present
Community Banks of Colorado, a Division of NBH Bank, N.A. June 2013 - Present
Wells Fargo August 2011 - December 2012
Wells Fargo Home Mortgage August 2007 - August 2011
Pagosa Custom Homes April 2001 - January 2006
Skills
Loans, Credit, Banking, Loan Origination, Underwriting, Finance, CRM, Leadership, Sales, Management, Analysis, Customer Service, Residential Mortgages, Refinance, Lines Of Credit, Home Equity Loans, Real Estate, Investments, Mortgage Banking, Single Family Homes, Investment Properties
Education
University of Kansas 1984 — 1988
Bachelor of Arts (B.A.), English
Colorado State Bank and Trust July 2013 - Present
CRIF February 2013 - July 2013
Fleet Financial, LLC June 2012 - December 2012
Newman Electric Corp. February 2008 - May 2012
Skills
Accounting, Banking, Finance, Leadership, Management, Payroll, Credit, CRM, Business Development, Account Reconciliation, Sales, Loans, Software Documentation, Cash Flow, General Ledger, Teamwork, Internal Audit
Education
Eastern New Mexico University 2008 — 2011
Master of Business Administration (M.B.A.), MBA
New Mexico State University 2000 — 2006
Bachelor of Accountancy
Great-West Financial December 2014 - Present
Accuvant April 2013 - December 2014
CIBER 2007 - January 2013
Ciber 2007 - 2010
CIBER 2000 - 2007
HOMESPACE 1998 - 2000
FirstPlus Financial 1996 - 1998
Colorado State Bank and Trust 1994 - 1996
Space Age Federal Credit Union 1992 - 1994
Colorado National Bank 1990 - 1992
Skills
Business Analysis, Business Process..., Process Improvement, Change Management, Project Management, Business Process..., Team Leadership, SharePoint
Education
Mills College 1987 — 1990
Colorado State Bank and Trust October 2014 - Present
Green River Capital LLC February 2014 - October 2014
Colorado State Bank and Trust August 2012 - January 2014
Allonhill May 2012 - August 2012
Allonhill October 2011 - May 2012
ServiceLink September 2009 - October 2011
ServiceLink December 2008 - August 2009
ServiceLink November 2007 - November 2008
National City Mortgage August 2005 - October 2007
Bally Total Fitness July 2004 - August 2005
Skills
Vendor Scape System, MSP, Aspen Grove, Litton Operating System, ServiceLink Operating..., Equator, Word, Xcel, Loss Mitigation, Mortgage Lending, Real Estate, Mortgage Servicing, Foreclosures, Loan Servicing, REO, Short Sales, Mortgage Banking, FHA, Process Improvement, Loan Origination, Loans, Residential Mortgages, Appraisals, VA loans, USDA, FHA financing, Customer Service, Construction Loans, Asset Management, Notary Public
Education
Red Rocks Community College 2008 — 2011
Associates, General
Anadarko Petroleum August 2007 - Present
Coleman Oil & Gas August 2006 - August 2007
Colorado State Bank and Trust 1999 - 2001
Skills
Permitting, Compliance, Project Planning, Project Management, Customer Service, Training, Environmental Awareness, Key Performance..., Microsoft Office, Office Administration, Strategic Planning, Tourism, Zumba, Energy, Natural Gas, Leadership, Petroleum, Oil & Gas, Energy Industry, Upstream, Oil & Gas Industry
Education
Colorado Business Committee for the Arts 2012 — 2013
Leadership Arts
Metropolitan State College of Denver 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Western Union September 2013 - Present
Colorado State Bank and Trust January 2011 - August 2013
Wells Fargo January 2009 - January 2011
ANN INC. July 2006 - September 2009
BCBG Max Azria 2004 - 2006
Skills
CRM, Goal Oriented, Direct Sales, Salesforce.com, Market Research, Coaching, Business Development, Retail Sales, Community Development, Personal Financial..., Small Business Lending, Retail Banking, Consumer Lending, Commercial Banking, Banking
Education
Regis University 2011 — 2013
Master of Business Administration (MBA), Strategic Management, 3.8
The University of New Mexico 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Communication, 3.4
Aetna April 2015 - Present
Aetna September 2011 - April 2015
Nationwide Financial November 2010 - September 2011
TIAA-CREF February 1996 - November 2010
Colorado State Bank and Trust 2006 - 2007
Education
Regis University
MBA
University of Denver
BA
College for Financial Planning
Shamrock Recruiting February 2014 - Present
Experis July 2011 - February 2014
RemX Specialty Staffing September 2010 - July 2011
Colorado State Bank and Trust June 2010 - August 2010
Olin Staffing LLC November 2009 - December 2009
StarTek August 2009 - November 2009
RemX Financial Staffing May 2007 - April 2009
All Copy Products July 2006 - May 2007
Wilmington Finance August 2005 - June 2006
Full Spectrum January 2003 - August 2005
Skills
Sourcing, Recruiting, Interviews, Internet Recruiting, Talent Acquisition, Cold Calling, Screening, Human Resources, Marketing, Applicant Tracking..., Technical Recruiting, Onboarding, Sales, College Recruiting, Contract Recruitment, Talent Management, Temporary Placement, Temporary Staffing, Staffing Services, Staff Augmentation, Screening Resumes, Resume Writing, Recruitment Advertising, Personnel Management, Permanent Placement, Networking, Interview Preparation, Hiring, Executive Search, Employer Branding, Employee Relations, Benefits Negotiation, Time Management, Training
Education
Northern Arizona University 1991 — 1995
Mullen High School 1987 — 1991
Colorado State Bank and Trust August 2014 - Present
Elevations Credit Union May 2011 - August 2014
Affiliated Financial Group December 2005 - November 2010
1st City Mortgage Group December 2003 - December 2005
Skills
Loans, Investment Properties, Refinance, Mortgage Lending, Mortgage Banking, VA loans, Residential Mortgages, FHA, Loan Origination, Credit, FHA financing, USDA, Certified Mortgage..., Commercial Lending, Construction Loans, First Time Home Buyers
Education
The University of New Mexico 1992 — 1997
Bachelor of Business Administration (B.B.A.)
Colorado State Bank and Trust January 2007 - November 2011
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Finance and Accounting
Bank of Oklahoma January 2013 - Present
Bank of Oklahoma September 2012 - Present
Colorado State Bank and Trust April 2009 - September 2012
CSBT January 2006 - March 2009
Skills
Loans, Credit, Consumer Lending, Refinance, Small Business Lending, Retail Banking, Banking, Sales Management, Coaching, Customer Service, Budgets, Credit Analysis, Relationship Management
Education
University of Denver - Daniels College of Business 2015 — 2015
Energy Finance and Management Certificate
Regis University 2011 — 2013
Master of Business Administration (MBA)
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Secondary Education, Germanic Studies
Colorado State Bank and Trust April 2013 - Present
Bank of the West October 2006 - March 2013
Colorado Mortgage Lenders Association 1994 - 2009
Skills
Mortgage Lending, Credit, Loan Origination, FHA, Mortgage Banking, Refinance, Residential Mortgages, Banking, Credit Analysis, VA loans, USDA, Consumer Lending, Commercial Lending, FHA financing, Retail Banking, Commercial Banking, Small Business Lending, Construction Loans, Underwriting, Commercial Mortgages, Home Equity Loans, Loans, Reverse Mortgages, Certified Mortgage..., Government Loans, Mortgage Underwriting, Lines Of Credit, Home Equity Lines of..., Loan Servicing, Deposits, Cross Selling, Financial Services, Real Estate Economics, Real Estate Financing
Education
University of Phoenix 2000 — 2002
Master of Business Administration (M.B.A.)
Metropolitan State College of Denver 1990 — 1995
Bachelor of Arts (BA), Finance, Emphasis in Real Estate
Guaranty Bank and Trust Company February 2013 - Present
Colorado State Bank and Trust April 2009 - February 2013
Bolitho Lending LLC/America's Mortgage LLC October 2005 - April 2009
Curves for Women November 2001 - October 2005
MegaStar Financial January 2001 - August 2005
Key Private Bank 1998 - 2001
Skills
Mortgage Banking, Mortgage Lending, Loans, Credit, Refinance, Loan Origination, USDA, FHA financing, FHA, Residential Mortgages, VA loans, Underwriting, Certified Mortgage..., First Time Home Buyers, Credit Analysis, Reverse Mortgages, Investment Properties, Commercial Lending, Construction Loans, Banking, Foreclosures, Financial Analysis, Investments, Real Estate, Commercial Mortgages, Government Loans, Small Business Lending, Portfolio Management, Consumer Lending, Home Equity Loans, Mortgage Underwriting, Commercial Banking, Real Estate Financing, Lines Of Credit, Residential Homes, Credit Risk, Mortgage Servicing, Loss Mitigation, Retail Banking, Loan Servicing, Financial Structuring, Real Estate Economics, Non-Conforming, Finance, Financial Services, Treasury Management, Relationship Management, Cash Management, SBA, Wealth Management
Education
Regis University 1999 — 2001
Masters of Business Adm, Finance and Accounting
The University of North Dakota 1988 — 1993
BA, Marketing
Lakeville High School
First Western Trust Bank September 2010 - Present
Bocumast, ltd January 2006 - Present
Mile High Banks May 2007 - September 2010
Colorado State Bank & Trust June 2004 - May 2007
Colorado State Bank and Trust June 1999 - June 2004
Skills
Credit, Credit Analysis, Banking, Loans, Underwriting, Commercial Lending, Finance, Commercial Banking, Training & Development, Credit Risk, Customer Service, Analysis, Private Banking, Consumer Lending, Retail Banking
Education
University of Colorado Denver 1998 — 2003
Bachelor's of Science, Business Administration/Finance
Colorado State Bank and Trust May 2012 - Present
Bank of the west February 2000 - May 2012
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Underwriting
Education
Golden Gate University
MBA, Finance
The University of Montana
BS, Forestry
Starkey Mortgage May 2015 - Present
Colorado State Bank and Trust July 2014 - May 2015
Seeking Employment January 2014 - July 2014
JPMorgan Chase February 2010 - November 2013
Integrated Asset Services March 2008 - February 2010
Washington Mutual Bank May 2003 - February 2008
Wells Fargo Home Mortgage November 1997 - May 2003
Skills
FHA, Mortgage Banking, REO, Refinance, Mortgage Lending, Loans, Residential Mortgages, FHA financing, Mortgage Underwriting, Government Loans, Construction Loans, Credit, First Time Home Buyers, Home Equity Loans, Foreclosures, HUD, VA Loans, USDA, Underwriting
Education
Pikes Peak Community College 2001 — 2003
Trust and Estate Section of Colorado Bar Association June 2015 - Present
CU Law Alumni Board July 2013 - Present
Colorado Lawyer Editorial Board June 2013 - Present
Colorado State Bank and Trust February 2008 - Present
Women's Estate Planning Council May 2010 - April 2011
University of Colorado at Boulder 2009 - 2011
Zisman Ingraham and Daniel, P.C. 2001 - 2008
Skills
Estate Planning, Tax, Trusts, Trust Services, Estate Law, High Net Worth..., Estate Tax Planning, Wealth Management, Wills, Estate Administration, Elder Law, Financial Advisory, Financial Planners, Personal Trust..., Trust Management, Investment Management, Fiduciary, Wealth Management..., Retirement Planning, Powers of Attorney, Personal Financial..., Private Banking, Wealth, Asset Allocation, Retirement, Mutual Funds, Investments, Strategic Financial...
Education
University of Colorado School of Law 1998 — 2001
J.D., Tax law
University of Colorado at Denver 1995 — 1997
partial MBA (completed 50%), Business
Trinity University 1984 — 1988
B.A., Philosophy, cum laude
Wheat Ridge High School 1981 — 1984
First National Denver May 2015 - Present
Steele Street Bank & Trust January 2012 - May 2015
Steele Street Bank & Trust May 2008 - December 2011
Colorado State Bank and Trust 2005 - 2008
Skills
Finance, Commercial Banking, Consumer Lending, Risk Management, Branch Banking, Portfolio Management, Retail Banking
Education
University of Colorado at Denver
Bachelor of Science (BS), Business Administration, International Business
Champlain College
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Arrow Electronics April 2013 - Present
Summit Bank and Trust November 2012 - April 2013
Colorado State Bank and Trust November 2011 - November 2012
BBVA COMPASS November 2008 - October 2011
Washington Mutual Bank February 1999 - November 2008
WASHINGTON MUTUAL BANK January 2000 - April 2005
Skills
Mortgage Lending, Business Relationship..., P&L/Balance Sheet..., Income Statement..., Account Management, Business Plan..., Financial Modeling, Strategic Planning, Team Leadership, Revenue Growth, Operating/Working..., Process/Productivity..., Pipeline..., Business..., Risk Management, Project Management, Staff Training &..., Business Development, Management, Sales, Sales Management, P&L, Loans, Credit Analysis, Finance, Credit, Loan Origination, Banking, Time Management
Education
Brigham Young University 1983 — 1987
Bachelor of Arts (B.A.), Business Administration
CSU Global
Key Bank February 2010 - Present
Castle & Cooke August 2008 - January 2010
Colorado State Bank and Trust September 2006 - August 2008
Truth In Lending, Inc January 2001 - June 2005
Truth In Lending< Inc 2001 - 2005
Education
Oral Roberts University 1989 — 1993
BS, Recreation Administration
Wells Fargo September 2011 - Present
Colorado State Bank and Trust February 2009 - September 2011
Citi Mortgage May 2007 - February 2009
Skills
Loans, Mortgage Lending, Mortgage Banking, Residential Mortgages, FHA, Credit Analysis, Loan Origination, Credit, Refinance, Residential Homes
Education
Murray State University 1987 — 1991
BS, Business
Texas A&M University 1985 — 1987
Business Management
Colorado State Bank and Trust July 1996 - Present
US Bank February 1993 - July 1995
Skills
Series 7, Series 66, Insurance, Wealth Management, Uniform Combined State..., Trust Services, Personal Trust..., Personal Financial..., Investment Management, Customer Service, Salesforce.com, Estate Planning, Retirement Planning, Financial Services, Financial Advisory, Wealth Management..., Trusts, Strategic Financial..., Estate Administration, Private Banking, Wealth
Education
ABA National Graduate Trust School 1999 — 2001
CTFA Certification, Trust and Estate Administration, Investments, IRA's, Insurance, Tax
ABA National Trust School 1999 — 1999
Front Range Community College
AAS, Management
Nordstrom June 2006 - August 2007
Colorado State Bank and Trust September 2004 - August 2005
Education
University of Northern Colorado 2005 — 2009
Colorado State Bank and Trust March 2013 - April 2015
ANB Bank June 2010 - February 2013
M&I Bank September 2006 - June 2010
Vanguard March 2004 - August 2006
Skills
Investment Management, Estate Planning, Relationship Management, Mutual Funds, Investments, Wealth Management..., Pensions, Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Banking, Financial Analysis, Series 63, Financial Planning, Retirement
Education
Arizona State University
Bachelor of Arts (B.A.), History
Northern Illinois University
Ware Family Office April 2013 - Present
KL Construction May 2005 - April 2013
Colorado State Bank and Trust October 2009 - October 2010
Wells Fargo June 2004 - October 2009
Merrill Lynch February 2000 - February 2004
Skills
Series 7, Series 24, Series 63, Series 65, Investments, Insurance, Strategic Financial..., Private Banking, Retail Banking, Finance, Wealth Management, Portfolio Management, Financial Services, Mutual Funds, Financial Planning
Education
Idaho State University
Bachelor of Business Administration (BBA), Finance, General
University of Colorado at Boulder
Colorado Business Bank April 2011 - Present
Colorado State Bank and Trust 2009 - 2011
Vectra Bank Colorado 2001 - 2009
Skills
Commercial Lending, Banking, Finance, Commercial Banking, Loans, Lines Of Credit, Executive Management, Mergers & Acquisitions, Treasury Management, Due Diligence, Credit, Credit Analysis, Wealth Management, CRM, Small Business, Small Business Lending, Relationship, Financial Services, Middle Market, Investments, Underwriting, Expert Business..., Solid, Deposits, Real Estate, SBA, Investment Banking, Cash Management, Insurance, Networking and Business...
Education
Northern Illinois University - College of Business 1975 — 1979
Bachelor's degree, Accounting and Finance
Goldwater Bank July 2015 - Present
Zionsbancorp July 2013 - July 2014
Colorado State Bank and Trust August 2012 - July 2013
Allonhill March 2010 - August 2012
Wells Fargo Bank October 2009 - January 2010
JPMorgan Chase January 2009 - September 2009
Skills
Credit, Credit Analysis, Mortgage Banking, Loans, Banking, Residential Mortgages, Underwriting, Investments, Refinance, FHA, Foreclosures, Investment Properties, First Time Home Buyers, Credit Risk Analysis, VA Loans
Education
Montana State University-Bozeman 1990 — 1994
Associates, Business/Sports Medicine
Cigna August 2014 - Present
Colorado State Bank and Trust October 2011 - February 2014
Bank of Texas July 2006 - July 2011
Bank of Oklahoma August 2003 - July 2006
Skills
Banking, Loans, Retail Banking, Credit, Consumer Lending, Mortgage Lending, Credit Analysis, Small Business Lending, Cross Selling, Loan Origination, Branch Banking, Deposits, Branch Management, Lines Of Credit, Mortgage Banking
Education
Iowa State University 1999 — 2003
Family Resource Management, Financial Counseling
Colorado State Bank and Trust January 2012 - Present
Bank of America Home Loans April 2010 - December 2011
Playground June 1999 - December 2009
Keystone Resort February 1998 - May 1999
Keystone Resort October 1994 - February 1998
Skills
Sales Management, Team Building, Customer Retention, Real Estate, Financial Analysis, Budget, Sales, Strategic Planning, Project Management, Mortgage Lending, Marketing
Education
Colorado State University 1984 — 1987
BS, Marketing
Colorado State Bank and Trust February 2015 - Present
Centennial Bank January 2014 - February 2015
Wells Fargo Bank April 2007 - January 2014
The Home Depot March 2001 - March 2011
Wells Fargo April 2005 - March 2007
Wells Fargo January 2004 - March 2005
Skills
Commercial Lending, Loans, Financial Analysis, Commercial Real Estate, Commercial Banking, SBA, Business Development, Relationship Management, Fundraising, Credit Analysis, SBA 504, Non-profit Leadership, Business Acquisition, Credit, Construction Loans, Mergers & Acquisitions, Business Loans
Education
Colorado State University 2000 — 2003
B.A. Economics
PrimeLending December 2013 - Present
EverBank Mortgage November 2012 - Present
Summit Bank and Trust April 2011 - November 2012
Colorado State Bank and Trust May 2008 - April 2011
Aurora Loan Services a Lehman Brothers Company July 1999 - July 2008
Wells Fargo Mortgage 2007 - 2008
Ameriquest Mortgage 1994 - 1998
Skills
P&L Management, Operations Management, Strategic Planning, Mortgage, Mortgage Lending, Loans, Residential Mortgages, New Business Development, FHA, Consumer Lending, Credit Analysis, Risk Management, Mortgage Banking, FHA financing, Financial Analysis, Loss Mitigation, Sales, Portfolio Management, Finance, Leadership, Construction Loans, Refinance, Loan Origination, Mortgage Underwriting, Banking, Credit, USDA, Commercial Lending, VA loans, Financial Services, FHA Financing, VA Loans
Education
University of Notre Dame 1979 — 1984
Arvada High School 1977 — 1979
High School Diploma, college preparatory
Colorado State Bank and Trust January 2015 - Present
Colorado State Bank and Trust August 2013 - January 2015
Denver Probate Court September 2012 - December 2012
Denver District Court May 2012 - August 2012
University of Colorado Law School, Career Development Office May 2011 - August 2012
Collin County Children’s Advocacy Center June 2008 - July 2008
Ameriprise Financial Services, Inc. May 2007 - August 2007
Skills
Nonprofits, Community Outreach, Legal Writing, Research, Trust Services, Estate Administration, Estate Planning, Trusts, Wills
Education
University of Colorado School of Law 2010 — 2013
J.D., Tax Emphasis Certificate, Entrepreneurial Law Certificate
Texas A&M University - Mays Business School 2006 — 2010
BBA in Finance, BBA in Management, Minor in Economics, Magna Cum Laude, Business Honors
Cigna June 2014 - Present
Colorado State Bank and Trust March 2007 - May 2014
Dillards July 2006 - December 2006
Oklahoma Storm Basketball April 2005 - July 2006
Education
Northwestern Oklahoma State University 2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Hutchinson Community College 2000 — 2002
Associate of Arts (AA), Business/Commerce, General
Colorado State Bank and Trust February 2002 - Present
BBVA Compass 1998 - 2002
Huntington National Bank 1993 - 1998
Education
Grand Valley State University
BBA, Finance/Accounting
North High
Providential.com June 2013 - September 2013
First Choice Loan Services December 2011 - April 2013
Colorado State Bank and Trust May 2011 - November 2011
American National Bank, Colorado and Wyoming October 2003 - February 2011
WestStar Bank January 2000 - October 2003
First Western Mortgage April 1997 - January 2000
Skills
Mortgage Lending, Credit, Refinance, Mortgage Banking, Real Estate, Financial Analysis, Loans, Investments, FHA, Banking, First Time Home Buyers, Residential Mortgages, Investment Properties, Loan Origination, VA loans, Credit Analysis
Education
Montana State University-Bozeman 1984 — 1985
University of Northern Colorado 1982 — 1984
American Mortgage Consultants, Inc. March 2013 - Present
Guaranteed Rate January 2013 - Present
Allonhill July 2012 - January 2013
Seeking a new career opportunity May 2012 - May 2012
Allonhill February 2011 - May 2012
Allonhill February 2011 - May 2012
Colorado State Bank and Trust January 2008 - February 2011
Skills
Loan Origination, Loan Servicing, Home Equity Loans, Loss Mitigation, Loss Prevention, Foreclosures, Cash Flow, Bankruptcy, Banking, Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Underwriting, Internet Banking, Retail Banking, Branch Banking, Internal Audit, Finance, Financial Analysis, Loans, Consumer Lending, Cross Selling, Credit Analysis, Refinance, Mortgage Servicing, Credit Risk, FHA, Commercial Lending, Credit, FHA financing, Portfolio Management, VA loans
Education
Colorado State University 1999 — 2000
Bachelor of Science (B.S.), Finance, General
Colorado Christian University
Bachelor of Science (B.S.), Organizational Leadership
Bank of Texas March 2015 - Present
Colorado State Bank and Trust July 2006 - March 2015
Wells Fargo March 1985 - May 2006
Skills
Financial Advisory, Coaching, Sales Management, Credit, Banking, Loans, Refinance, Sales, Consumer Lending, Small Business Lending, Retail Banking, Mortgage Lending, Commercial Lending, Branch Management, Commercial Banking
Education
Stephen F. Austin State University 1980 — 1984
Bachelor of Science, Forestry
Colorado State Bank and Trust July 2014 - Present
Colorado State Bank and Trust September 2013 - June 2014
Colorado State Bank & Trust March 2012 - August 2013
Wells Fargo Bank 1998 - 2010
Resolution Trust Corporation January 1991 - May 1998
Skills
Excellent Customer..., Excel, Word, Computer Hardware, Customer Satisfaction, Direct Sales, Microsoft Excel, Customer Service, Microsoft Word, Retail Banking, Consumer Lending, Small Business Lending, Banking, Loans, Cross Selling, Lines Of Credit, Loan Origination, Commercial Lending
Education
University of Colorado at Boulder 2006 — 2009
Graduate Banking School
Gateway High school 1978 — 1981
Colorado State Bank and Trust February 2012 - Present
U.S. Bank April 2005 - February 2012
Peoples National Bank and Mortgage June 2000 - March 2005
Skills
Mortgage Lending, Refinance, Loans, Mortgage Banking, FHA, Loan Origination, Credit, VA loans, Residential Mortgages, USDA, Banking, FHA financing, Credit Analysis, Consumer Lending, Commercial Banking, Construction Loans, Retail Banking
Education
University of Colorado at Boulder 1977 — 1981
Bachelor of Science (B.S.)
Colorado State Bank and Trust December 2011 - Present
Glendale CO August 2009 - November 2011
Denver CO September 2008 - August 2009
Education
Colorado State University
Bachelor of Applied Science (B.A.Sc.), Finance
University of Colorado at Denver
Master of Business Administration (MBA)
CenturyLink April 2011 - Present
QWEST COMMUNICATIONS CORP January 2009 - April 2011
QWEST COMMUNICATIONS CORP April 2000 - January 2009
Colorado State Bank and Trust April 1998 - April 2000
Skills
Intellectual Property, Trademark Prosecution..., Trademark Disputes, Trademark Infringement, Domain Management, Patent Docketing, Microsoft Office, Domain Names
Education
Denver Paralegal Institute
Legal Assistant/Paralegal
Gustavus Adolphus College
Bachelor of Arts (B.A.), English/Spanish
International Jewelry Showcase 2009 - Present
The Denver Post December 1998 - April 2009
Colorado State Bank and Trust February 1996 - August 1997
Bank One August 1989 - July 1995
The Murfin Company August 1981 - August 1987
Reynoldsburg Animal Hospital January 1974 - 1978
Skills
Management (Sales &..., Managerial Finance, Financial Analysis, Direct Sales, Sales Presentations, Hands-on Training, Customer Service, Customer Retention, Customer Satisfaction, Operating Budgets, Department Budgeting, Budget Process, Production Budgeting
Education
Franklin University
The Ohio State University
Hartford Funds September 2013 - Present
ING U.S. Investment Management November 2007 - September 2013
Aquila Group of Funds January 2002 - January 2007
Colorado State Bank and Trust January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Kirkpatrick Pettis 1998 - 2000
FBS Investment Services 1997 - 1998
Colonial Mutual Funds 1996 - 1997
Skills
Series 7, Series 6, Series 63, Series 65, Financial Modeling, Financial Analysis, Asset Allocation, Separately Managed..., Global Tactical Asset..., Fixed Income Strategies, Municipal Bonds, Pending CIMA...
Education
Truman State University
Bachelor of Science, Business Administration; Finance Concentration / Economics and Psychology Minors
Colorado State Bank and Trust June 2015 - Present
Colorado State Bank and Trust December 2012 - Present
Bank of the West December 2010 - December 2012
Bank of the West January 2010 - December 2010
Skills
Retail Banking, Customer Service, Teller Operations, Operations Management, Consumer Lending
Education
Arapahoe Community College 2012 — 2014
University of Northern Colorado 2008 — 2008
Hawaii State Department of Education January 2013 - May 2013
Blake Financial Services November 2008 - April 2009
Blake Financial Services December 2007 - April 2008
Mile High Banks December 2005 - September 2007
Colorado State Bank and Trust March 2003 - December 2005
Education
Colorado State University 1994 — 1999
Bachelor of Science (B.S.), Zoology/Animal Biology