Great-West Financial
Great-West Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Great-West Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Great-West Financial Salaries. You can even request information on how much does Great-West Financial pay if you want to. Learn about salaries, pros and cons of working for Great-West Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
798 Great-West Financial employees in database. Find out everything there's to know about Great-West Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Great-West Financial Employees
Great-West Financial September 2014 - Present
Great-West Financial June 2013 - September 2014
ESM July 2010 - June 2013
OUTSKIRTS PRESS March 2009 - July 2010
WELLS FARGO/NORWEST October 1999 - July 2008
NORWEST SERVICES, INC October 1998 - October 1999
United States Marine Corps July 1993 - July 1999
Skills
Customer Service, Leadership, Public Speaking, Troubleshooting, Problem Solving, Process Improvement, Books, Writing, Social Media, Social Networking, CRM, Editing, Public Relations, Firearms
Education
Arapahoe Community College 2012 — 2016
Computer and Information Sciences, General
Quincy College 2008 — 2010
General Studies
U.S. Marine Corps Basic Electronics
Wild Joy! Productions December 2011 - Present
Mankind Project 2001 - 2015
Great-West Financial September 2014 - October 2014
JPMorgan Chase June 2013 - August 2014
Craig McAndrew, MA, LPC, CADC I July 2012 - January 2013
Anger Alternatives August 2009 - December 2011
Stone Spirit Lodge, Inc 2009 - December 2011
Regent Asset Management June 2009 - November 2009
Collect America Commercial Services Inc. August 2008 - February 2009
Chrysler Financial June 2006 - August 2008
Skills
Author, Ecstatic Poet Performer, Promoter, Retail, Books, Customer Service, Stores, Promotions, Sales Presentations, Coaching, Conflict Resolution, Non-profits, Social Networking, Social Media, Psychotherapy, Event Planning, Management, Team Building, Fundraising, Public Speaking, Marketing Strategy, Teaching, Newsletters, Entrepreneurship, Nonprofits, Community Outreach, Event Management, Sales, Blogging, Facebook, Personal Development, Volunteer Management, Psychology, Editing, Strategic Planning, Training, Research, Supervisory Skills, Staff Development, Advertising, Life Coaching, Program Development, Publicity, Leadership Development, Team Leadership, Email Marketing, Higher Education, Social Media Marketing, Online Marketing, Copy Editing
Education
Avila University 1992 — 1994
Masters of Counseling Psychology, Counseling Psychology
Park University
Bachelor of Arts, Psychology
A&M Properties, LLC October 2014 - Present
First Data Corporation July 2013 - October 2014
Great-West Financial October 2011 - May 2013
Molson Coors Brewing Company July 2006 - September 2011
Ernst and Young May 2005 - July 2006
The Sports Authority July 2003 - January 2005
Arthur Andersen/Ernst and Young 1999 - 2003
Wal-Mart 1996 - 1999
Skills
SAP, Visio, Rocky Mountain..., Treasurer, Project Planning, Internal Audit, Financial Reporting, Project Management, Analysis, Forecasting, Cross-functional Team..., Strategy, Risk Management, Management, Change Management, Mergers & Acquisitions, Strategic Planning, Performance Management, Business Strategy, Income Statement, Strategic Financial..., Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Analysis, Outsourcing, Finance, Financial Modeling, Process Improvement, Business Planning, Managerial Finance, Leadership, P, Accounting, Financial Planning, Budgets, Consulting, Team Building, Financial Services, Business Process..., Sales
Education
MBA - University of Denver 2003 — 2005
MBA Values Based Leadership - University of Denver, Values-Based Leadership/Acctng/Finance/General Management
Syracuse University 1992 — 1996
BA, Management/Public Communications
EF International - Barcelona 1995 — 1995
Spanish, Spanish
Arizona State University 1992 — 1994
BS, Management
Colorado Real Estate
Associate Broker, Leasing and Management
Chaparral High School
Great-West Financial November 2014 - Present
Unique Properties, Inc November 2013 - November 2014
PaySimple January 2013 - June 2013
PaySimple November 2012 - June 2013
Pappardelle's Company April 2012 - August 2012
Hewlett-Packard March 2011 - April 2012
University Directories April 2010 - August 2010
Skills
Office Administration, Customer Engagement, Customer Service, Microsoft Excel, PowerPoint, Business Analysis, Sales Operations, Account Management, Sales, Marketing, Strategy, Selling, Management, Sales Management, Sales Process, Strategic Planning, IT Sales, Salesforce.com, Business Development, Leadership, CRM
Education
Colorado State University 2006 — 2010
Liberal Arts, Communication Studies
Colorado State University 2006 — 2010
Bachelor of Arts, Performing Arts Concentration in Dance
Monarch High School
Great-West Financial August 2015 - Present
CoBank October 2004 - January 2015
CoBank May 2001 - October 2004
CoBank December 1990 - May 2001
Home Federal Savings, Fort Collins, CO June 1984 - November 1990
Skills
Banking, Cash Management, Management, Leadership, Project Management, Risk Management, Project Implementation, Key Account Management, Client-focused, Customer Engagement, Communication, Cross-functional..., Process Improvement, Creative Solutions, Peer Mentoring, Business Analysis, Budgets, Financial Modeling, Credit, Finance, Corporate Finance, Commercial Lending
Education
Poudre High School 1975 — 1977
Colorado State University
Accounting and Business/Management
Envision Healthcare Corporation 2014 - 2014
Great-West Financial 2011 - 2014
Cisco 2008 - 2011
Oracle 2002 - 2006
Arthur Andersen LLP 1997 - 2002
Skills
CPA, Corporate Tax, Tax, Income Tax, Tax Accounting, Tax Returns, Tax Preparation, Multi-state tax returns, State Tax, Process Improvement, US GAAP, IFRS
Education
University of Denver 1996 — 1997
Master, Taxation
Biola University 1992 — 1996
Bachelor, Accounting, Cum Laude
Great-West Financial June 2015 - Present
Air Methods Corp. January 2014 - June 2015
Air Methods August 2002 - December 2013
Boeing January 1997 - July 2002
Skills
Procurement, Contract Negotiation, Aviation, Operations Management, Program Management, Contract Management, Management, Manufacturing, Logistics, Team Building, Facilities Management, Process Improvement, Process Scheduler, Project Planning, Military, Budgets, Purchasing, Continuous Improvement, Leadership, Team Leadership
Education
Regis University 2015 — 2017
Bachelor of Arts (B.A.), Business Administration and Management, General
Arapahoe Community College 2011 — 2014
Associate of Arts (A.A.), Business, 3.67
International Facilities Management Association 2008 — 2009
CFM, Facilities Management
McDonnell Douglas/Boeing VIP 1997 — 2002
Certificates, Management and Leadership
Missouri Baptist University 1990 — 1992
Certificate, Business Management
Great-West Financial January 2015 - Present
Rocky Mountain Urgent Care&Family Medicine February 2009 - Present
Great-West Financial April 2013 - January 2015
Luxottica Retail 2007 - 2009
LenderLive Network December 2006 - August 2007
Tri-Star Lending Group October 2005 - April 2006
Cherry Creek Mortgage August 2005 - September 2005
Aurora Loan Services December 2004 - September 2005
Aurora Loan Services November 2003 - December 2004
Aurora Loan Services April 2003 - November 2003
Skills
Healthcare, Hospitals, Cpr Certified, Medical Terminology, Phlebotomy, EMR, EKG, Patient Safety, Emergency Medicine, Laboratory, IV, Medication..., Mortgage Banking, Pricing Analysis, Loan Origination, Finance, Microsoft Office, Customer Service
Education
University of Colorado at Denver 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Baylor University
Great-West Financial December 2008 - November 2012
Great-West Financial November 2007 - December 2008
Wachovia Securities Financial Network May 2006 - November 2007
T. Rowe Price March 2000 - May 2006
Skills
401k, Mutual Funds, Retirement, Series 7, Financial Services, Series 63, Asset Allocation, Series 6, Retirement Planning, Defined Benefit, Securities, FINRA, Employee Benefits, Investments, Pensions, Insurance, Alternative Investments
Education
Colorado College 1990 — 1994
BA, Economics, Political Science
Great-West Financial 2015 - Present
Museum of Art Custodian April 2014 - October 2014
Blockbuster L.L.C July 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Teamwork, English, Access, Outlook, Data Entry, Windows, Time Management, Leadership
Education
Brigham Young University 2010 — 2014
Bachelor of Science (B.S.), Actuarial Science
Sally Beauty January 2015 - Present
Staples June 2008 - October 2014
Office Depot January 2006 - June 2008
PETCO Animal Supplies, Inc. June 2007 - December 2007
Great-West Financial January 2004 - July 2005
Columbia Management January 2000 - January 2004
Best Buy 1998 - 2000
Hollywood Entertainment July 1996 - September 1997
Skills
Sales Management, Inventory Management, B2B, Managed Print Services, Sales, Income Statement, Account Management, Loss Prevention, Customer Service, Sales Process, Customer Satisfaction, Profit, Big Box, Retail, New Business Development, Merchandising, P, Store Management, Inventory Control, Store Operations, Shrinkage, Forecasting, Multi-Unit, Retail Sales, Planograms, Driving Results, Operations Management, Visual Merchandising, New Store Openings, Associate Development, Multi-Unit Management, CPFR, District Management, POS, Human Resources, Employee Training, Recruiting, Hiring, Training, Team Building, Coaching, Sales Operations, Customer Experience, P&L Management, Time Management, Leadership, Performance Management, Team Leadership, Employee Relations, Customer Retention
Education
Central Texas College
Community College of Aurora
EMPOWER Retirement February 2014 - Present
Littleton High School October 2013 - Present
Great-West Financial October 2012 - February 2014
Great-West Financial March 2012 - October 2012
Great-West Financial August 2010 - March 2012
NeighborWorks America June 2009 - September 2009
Skills
PowerPoint, Event Planning, Customer Service, Community Outreach, Research, Mutual Funds, 401k, Microsoft Excel, Data Analysis, Series 63, Community Development, Leadership, Analysis, Series 7, Insurance, Series 6
Education
Arizona State University 2006 — 2010
Bachelor of Science, Political Science
Great-West Financial October 2012 - Present
Thomson Reuters April 2001 - October 2012
Skills
Agile Methodologies, Scrum, SQL, Java, Software Development, Web Services, Oracle, SOA, XML, Unix, Linux
Education
Hangzhou Dianzi University
University of Shanghai for Science and Technology
University of South Carolina-Columbia
Great-West Financial May 2015 - Present
A Mighty Girl June 2012 - Present
Kirsten Seidel Design December 2011 - Present
Philanthropy Expert April 2013 - Present
Cherry Creek Arts Festival June 2014 - September 2014
TCAG, Inc. March 2014 - May 2014
Denver Zoological Foundation March 2013 - September 2013
The Institute for Women's Studies and Services June 2009 - April 2013
Motor Milestones Pediatric Therapy 2012 - 2012
The Enlighten Foundation 2004 - 2005
Skills
Adobe Illustrator, Photoshop, InDesign, Flash, Microsoft Excel, Social Media, Event Planning, Murals, Children's Books, Graphic Design, Typography, Illustration, Illustrator, Posters, Web Design, Brochures, Graphics, Adobe Creative Suite, Logo Design, Art
Education
Metropolitan State University of Denver 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Communication Design and Women's Studies
Azusa Pacific University 2003 — 2004
Music Theory and Composition
Littleton High School 2000 — 2003
ePlan Services, Inc. (A Paychex Company) April 2015 - Present
Transamerica Capital, Inc. November 2013 - March 2015
Great-West Financial September 2012 - August 2013
Pacific Life November 2007 - September 2012
Foresters Equity Services, Inc. August 2005 - October 2007
Financial Foundation 2000 October 2004 - August 2005
Centaurus Financial, Inc.® October 1996 - September 2004
Skills
Insurance, Securities, Financial Services, Leadership, Investment Strategies, Life Insurance, Marketing, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Process Improvement, Relationship Management, Retirement Planning, Sales, Series 24, Software Documentation, Vendor Management, Visio, Fixed Income, Financial Risk, Banking, Accounting, Access, Customer Service, Investments, Risk Management, Series 7
Education
University of Phoenix - School of Business 2008 — 2010
MBA, Business Administration and Management, General
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1992
BA, Administration, Financial Planning
Lawton Retirement Plan Consultants, LLC 2012 - Present
Morgan Stanley 2006 - 2012
Ceridian 1998 - 2006
Three Pillars Senior Living Communities 1996 - 1998
Northwestern Mutual 1990 - 1996
Hewitt Associates 1987 - 1990
Great-West Financial 1985 - 1987
Brock Associates, Inc. 1984 - 1985
Education
College for Financial Planning
Chartered Retirement Plan Specialist (C.R.P.S.)
University of Pittsburgh
Accredited Investment Fiduciary (A.I.F.)
University of Wisconsin-Whitewater
Masters of Business Administration (M.B.A.), Economics
University of Wisconsin-Whitewater
Bachelors of Business Administration (B.B.A.), Finance
Great-West Financial August 2015 - Present
Strategic Systems, Inc. October 2014 - August 2015
Mphasis HP/Tenncare January 2008 - October 2014
Mphasis July 2006 - October 2014
Skills
C, Unix, SQL, XML, Unix Shell Scripting, PL/SQL, Testing, SDLC, Requirements Analysis, Solaris, Perl, Agile Methodologies, MySQL, Linux, Core Java, Shell Scripting, Oracle
Education
Bharathiar University 2003 — 2006
Master of Computer Applications (M.C.A.), Computer Programming, Specific Applications
KASC 2003 — 2006
Master of Computer Applications (M.C.A.), Computers
Great-West Financial July 2015 - Present
Shiloh House January 2013 - July 2015
Scenario Digital Media February 2012 - April 2012
Relationship Help Centers January 2011 - January 2012
Contact Centers Australia April 2010 - June 2010
Skills
Social Media, Public Speaking, PowerPoint, Leadership, Teaching, Marketing, Graphic Design, Adobe Creative Suite, Research, Microsoft Office, Event Planning, Customer Service, Microsoft Excel
Education
Azusa Pacific University 2008 — 2012
Bachelor of Arts, Business Administration
University of Sydney 2011 — 2011
Bachelor's degree, Business Administration
New York University
Web Development/Web Production
Great-West Financial Retirement Education CounselorGreat West Retirement ServicesNovember 2011 - June 2013
MassMutual Financial Group February 2010 - November 2011
MassMutual Financial Group February 2008 - October 2009
Capstone Financial Partners February 2005 - February 2008
MML Investors Services 1990 - 2005
Education
Central Michigan University
Bachelor of Education (B.Ed.), History
coLink Creative April 2013 - Present
Great-West Financial November 2010 - April 2013
J Link Creative January 2006 - November 2010
Digital Latitudes Inc. June 2002 - January 2006
McClain Finlon Advertising May 2000 - June 2002
JD Edwards (Now Oracle) November 1994 - May 2000
Skills
Web Design, Digital Marketing, User Experience, Advertising, Marketing, Graphic Design, Creative Direction, Interaction Design, User Interface Design, SEO, Digital Media, Project Management, Email Marketing, Art Direction, Graphics, Brand Development, Corporate Branding, Brand Management, Branding & Identity, Marketing Communications, Creative Strategy, Strategic Planning, Interactive Creative..., Information Architecture, Adobe Creative Suite, Online Marketing, Inbound Marketing, WordPress, Dreamweaver, Flash
Education
University of Denver 1998 — 2000
The Art Institute of Colorado 1985 — 1987
Associate’s Degree
Colorado State University-Pueblo 1982 — 1984
The American School in Japan 1979 — 1981
Dish Network May 2013 - Present
CIGNA Healthcare October 2010 - May 2013
Great-West Financial June 2008 - October 2010
Fink News Distributing December 2007 - June 2008
Skills
Financial Analysis, Variance Analysis, Hyperion Enterprise, Financial Reporting, Forecasting, Sarbanes-Oxley Act, Strategic Financial..., Accounting, Financial Forecasting, Managerial Finance, Finance, Access, Cost Accounting, Corporate Finance, Process Improvement, Internal Controls, Analysis, Financial Modeling, Essbase, Account Reconciliation, Oracle BI EE, Accounts Receivable, General Ledger, Auditing, Internal Audit, Accounts Payable, Financial Statements, Microsoft Word, Microsoft Excel, GAAP, Strategic Planning, PeopleSoft, Financial Accounting, SEC filings, Invoicing, Cash Flow, Budgets, US GAAP, P&L, Executive Management
Education
Colorado State University
Master's degree, Management, 4.0
Brigham Young University
Bachelor of Science (B.S.), Psychology, 3.79
EMPOWER Retirement October 2009 - Present
Great-West Financial August 2006 - September 2009
Great-West Financial January 2004 - July 2006
Great-West Financial January 2001 - December 2003
Great-West Financial March 1998 - December 2000
Great-West Financial January 1995 - February 1998
Great-West Financial September 1994 - December 1994
First Trust Corporation July 1992 - August 1994
First Trust Corporation May 1991 - August 1992
FirstBank May 1990 - August 1990
Skills
Retirement, 401k, 403 b, IRAs, Team Management, Change Management, Project Leadership, Process Improvement, Budget Setting, Series 26, Series 6, Financial Services, Relationship Management, ERISA, Securities, Asset Allocation, Portfolio Management, Mutual Funds, Variable Annuities, Life Insurance, Leadership Development..., Business Strategy, Business Analysis, Finance, Call Centers
Education
Colorado State University 1987 — 1991
Bachelor's Degree, Finance and Financial Management Services
Arvada West High School 1984 — 1987
High School
Cigna 2007 - Present
Great-West Financial 2003 - 2007
Great-West Financial 1994 - 2003
Skills
Strong analytical and..., High productivity,..., Ability to make complex..., Effective verbal and..., Ability to manage..., Desire to learn &..., Flexibility and..., Ability to work..., Project management &..., Information Security..., Employee Benefits, Vendor Management, Risk Assessment, Private Investigations, Process Improvement, Project Management, Insurance, Security, Business Continuity, Risk Management, Employee Engagement, Customer Centric..., Human Resources, ITIL, Vulnerability Assessment, Team Building, Training, Leadership, System Administration, Policy, IT Strategy, Performance Management, Disaster Recovery, IT Audit, HIPAA, Governance, Management, Change Management, Financial Risk, CISSP, Business Analysis, Business Process..., Software Documentation
Education
Columbia College 2010 — 2012
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities
Arapahoe Community College 1995 — 2000
Associate of Science (A.S.), Human Resources Management
EMPOWER Retirement February 2015 - Present
Great-West Financial September 2014 - February 2015
Great-West Financial May 2013 - September 2014
MassMutual Financial Group November 2011 - May 2013
Exel March 2010 - August 2011
Exel January 2008 - March 2010
State Hornet September 2005 - January 2007
California State University, Sacramento September 2005 - December 2006
Monroe Community College August 1998 - June 2006
Eckerd August 1997 - January 2000
Skills
Sales, Insurance, Analysis, Employee Benefits, Customer Relations, Process Improvement, Fixed Annuities, Operations Management, Distribution Center..., Microsoft Excel, Customer Service, 401k
Education
California State University-Sacramento 2005 — 2007
BS, Business Management, International Business with a Minor in Economics
Monroe Community College 2000 — 2004
AS, International Business
Pittsford-Mendon High School
Great-West Financial July 2015 - Present
AIGA Kansas City July 2015 - Present
QTS (Quality Technology Services) September 2014 - June 2015
North American Savings Bank December 2013 - September 2014
McGladrey May 2013 - December 2013
EDMC February 2009 - May 2013
Skills
Leadership, Training, Risk Management, Recruiting, Strategic Planning, Team Building, Public Speaking, Leadership Development, Account Management, Business Development, Program Management, Customer Service, Process Improvement, Microsoft Office, Social Media, Strategy, Event Planning, Team Leadership, Staff Development, Advertising, PowerPoint, Project Planning, Project Management, Agile Methodologies
Education
Baker University 2007 — 2009
MBA, Finance
Park University 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Great-West Financial September 2015 - Present
Pearson July 2014 - September 2015
The Research Foundation for SUNY January 2014 - June 2014
Binghamton University August 2013 - January 2014
CenturyLink January 2012 - December 2012
Thrikasa Software Solutions July 2011 - December 2011
Defence Research and Development Organisation January 2011 - May 2011
Skills
Java, Selenium, C#, .NET, Software Engineering, Web Application..., Oracle SQL, VHDL, OpenGL
Education
State University of New York at Binghamton 2013 — 2014
Master of Science (MS), Computer Science
Visvesvaraya Technological University 2007 — 2011
Bachelor of Engineering (BE), Instrumentation
Great-West Financial January 2015 - Present
Great-West Financial October 2012 - January 2015
Experian QAS US August 2011 - 2012
Basement Technologies February 2010 - August 2011
HubSpot December 2008 - December 2009
Ameriprise Financial June 2006 - November 2008
Herbalife International May 2003 - March 2006
Skills
SaaS, Consultative Selling, Social Media, SEO, Web Analytics, Lead Generation, Marketing Automation, Salesforce.com, Online Marketing, Sales Management, Social Media Marketing, Direct Sales, B2B, SEM, Sales Process, CRM, Sales, New Business Development, Management
Education
Bryant University 2002 — 2006
Bachelor's, Finance, Management, Psychology
Bryant University
Great-West Financial June 2012 - Present
KPMG - Denver September 2010 - March 2012
KPMG - Lebanon September 2006 - June 2010
Skills
Microsoft Office (I am..., e-Audit (KPMG audit..., Case ware, IDEA, Financial Reporting, Internal Controls, Internal Audit, Auditing, US GAAP, IFRS, External Audit, Sarbanes-Oxley Act, Financial Analysis, Finance
Education
American University of Beirut 2003 — 2006
B.S. in Business Administration, Finance
Great-West Financial September 2014 - Present
JPMorgan Chase February 2014 - August 2014
JPMorgan Chase December 2011 - January 2014
Cognizant Technology Solutions July 2010 - December 2011
Barkley 2005 - 2010
Digital Evergreen 2000 - 2005
Allied Riser Communications 1998 - 2000
Sprint 1995 - 1998
Sprint North Supply 1988 - 1995
Skills
Project Management, Requirements Analysis, Business Analysis, Process Engineering, Vendor Management, PMP, SDLC, Agile Project Management, Program Management, Software Development, Management, Enterprise Architecture, Risk Management, IT Strategy, Integration, CRM, Strategy, Business Process..., Project Portfolio..., Process Improvement, Leadership, Change Management, Visio, MS Project, Integrated Marketing, Team Building, IT Management, PMO, Requirements Gathering, Training, Agile Methodologies, Scrum, Software Project..., Resource Management, Cross-functional Team...
Education
Avila University 1992 — 1995
MBA, Marketing
Emporia State University 1984 — 1988
BS, Business
Aramark April 2015 - Present
Great-West Financial August 2014 - June 2015
University of Utah December 2007 - July 2014
Sizzling Platter, LLC May 2007 - April 2008
The Old Spaghetti Factory November 2005 - May 2007
University of Utah Health Sciences - Employment April 2005 - August 2005
Hot Topic April 2003 - October 2004
Discover Financial Services September 1995 - April 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Microsoft Word, Outlook, Data Entry, Time Management, Social Media, Marketing, Sales, Research, Retail, Inventory Management, Process Scheduler, Public Speaking, Management, Training, Social Networking, Administrative..., Data Analysis, Facebook, Social Media Marketing, Merchandising, Event Management, Budgets, Leadership, Organization, Customer Satisfaction, Recruiting, Teamwork, Coaching, Customer Experience, Public Relations, Team Building, Photoshop, Team Leadership, File Management, Spreadsheets, Critical Thinking, Editing, Advertising, Payroll, Human Resources, Project Management, Fundraising, Phone Etiquette, Community Outreach, Nonprofits
Education
American Fork High School
Diploma, Fine/Studio Arts, General
Brigham Young University
Fine/Studio Arts, General
University of Utah
Bachelor of Arts, self-designed liberal arts degree in music, with a minor in German and special emphasis in business administration.
ERISA Business Intelligence September 2012 - Present
Virtuoso Sourcing Group, LLC April 2013 - Present
Fire & Police Pension Association of Colorado March 2012 - August 2012
ACT 2011 - 2012
TIAA-CREF June 2004 - January 2011
Ave Maria Catholic School September 2004 - May 2008
AIG VALIC August 2002 - December 2003
Great-West Financial November 1992 - August 2002
Citicorp Diners Club 1985 - 1992
Skills
Sales Operations, Proposal Management, Proposal Writing, Proposal Automation, RFP Generation, RFP Design, Qvidian software, RFP Machine Software, Sales Strategy..., New Business Development, Customer Relations, Business Management, Pricing Strategy, Pricing Analysis, B2B services, CRM Software, Business Strategy, Business Analysis, Competitive Intelligence, Grant Writing, Grant Research, Grant Development, Presenter, Sales Presentations, Group Presentations, Seminars, Workshop Leader, RFP, Financial Services, Strategic Planning, Business Development, CRM, Leadership, Management, Sales, Strategy, Process Improvement, Lead Generation, Business Intelligence, Recruiting, Marketing, Operations Management, Sales Management, B2B, Customer Service, Negotiation, Grants, CDBG
Education
Colorado State University
Bachelor of Science, Economics
EMPOWER Retirement April 2015 - Present
Great-West Financial September 2014 - April 2015
J.P. Morgan March 2014 - August 2014
Chatfield Senior High School July 2013 - November 2013
Domann & Pittman Sports Management and Pro Football Camp January 2013 - July 2013
Adams State University Athletic Department August 2011 - December 2011
Skills
Event Management, Public Speaking, Sports Management, PowerPoint, Recruiting, Higher Education, Time Management, Microsoft Excel, Leadership Development, Presentations, Team Leadership, College Football, Work Effectively, Microsoft Word, Qualified Retirement..., Customer Service, Sports
Education
Adams State University 2010 — 2013
Master of Business Administration (MBA), Leadership, 3.75
Adams State College 2008 — 2012
Bachelor's degree, 3.9
Great-West Financial August 1990 - Present
Client Relationship Director at Empower Retirement August 1990 - Present
Great-West Retirement Services 1990 - January 2012
The Holden Group 1980 - 1990
Oakland Unifed School District 1975 - 1980
Skills
Series 63, 401k, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Retirement Plan..., Series 7, Investments, ERISA, Pensions, Investment Advisory, Financial Services, Roth IRA, Insurance, Employee Benefits, Strategic Financial..., IRAs, FINRA, Asset Allocation, Defined Benefit, Series 24, Wealth Management, Investment Strategies, Long-term Care, Securities, Financial Advisory, Relationship Management, Asset Management, Defined Contribution, CRM, Portfolio Management, Series 6, Life Insurance, Series 65, Profit Sharing, 401k Rollovers, Disability Insurance, Uniform Combined State..., ETFs, Commingled Trusts, Series 26, Variable Annuities, Benefits Administration, Life & Health Insurance..., Alternative Investments, Financial Planners, Long Term Care Insurance, Wealth Accumulation, Mergers & Acquisitions
Education
Cal State Hayward 1971 — 1975
Bachelor of Science, Kinesology
Contra Costa College 1969 — 1971
Associate of Science (A.S.), General Studies
Great-West Financial August 2010 - December 2012
T. Rowe Price August 2007 - August 2010
T. Rowe Price August 2004 - August 2007
Skills
Project Management, Customer Service, Employee Training, Sales, Electrical Engineering, Relationship Management, Business Analysis, Business Process...
Education
Regis University 2013 — 2014
Master of Science (M.S.), Systems Engineering
Colorado Technical University 2008 — 2009
Master of Business Administration (M.B.A.), Project Management
Bradley University 1998 — 2002
Bachelor of Science (B.S.), Electrical Engineering
FHLBank Topeka September 2015 - Present
Great West Financial May 2014 - May 2015
Church World Service July 2010 - April 2014
Smith Veterinary Clinic September 2008 - July 2010
Skills
Project Management, Problem Solving, Adult Training, Logistics, Developing Protocols, Volunteer Recruiting, Event Planning, Customer Service, Leadership, Volunteer Management, Nonprofits, Microsoft Office, QuickBooks, Youth Development, Management, Team Building, Time Management, Events Coordination, Volunteer Development, Donor Engagement, Adult Education, Volunteering, Public Speaking, Community Outreach, Program Development, Fundraising, Grants, Research
Education
Friends University 2012 — 2014
Master of Business Administration (MBA), Masters of Business Administration, 4.0
Buena Vista University 1988 — 1990
Bachelor of Arts (B.A.), Secondary Education and Teaching
Great-West Financial January 2013 - September 2013
Great-West Financial October 2011 - December 2012
KPMG US November 2010 - October 2011
Old Mill Family Dental April 2009 - September 2009
Old Mill Family Dental June 2003 - September 2008
Skills
Experience in auditing..., Experience in auditing..., Trained and proficient...
Education
Brigham Young University 2006 — 2010
BS, Accounting
Great-West Financial November 2012 - Present
AXA Advisors June 2012 - November 2012
Franklin Templeton Investments October 2008 - October 2011
Franklin Templeton Investments April 2005 - September 2008
Morgan Stanley January 2003 - April 2005
Morgan Stanley January 1999 - January 2003
Morgan Stanley January 1998 - January 1999
Perfection Services, Louisville 1994 - 1996
Skills
Wealth Management, Financial Analysis, Performance Management, Coaching, Needs Analysis, Retirement Planning, Portfolio Management, Separately Managed..., Series 24, Banking, Finance, Financial Services, Management, Sales
Education
University of Miami - School of Business 2004 — 2006
MBA, Management
Catawba College 1991 — 1995
BA, Finance and Small Business Organization
Manatee High
Great-West Financial May 2013 - Present
Great-West Life and Annuity Insurance Company November 2010 - May 2013
Kelly HRfirst March 2008 - October 2008
Gross Automation January 2006 - March 2008
Boy Scouts of America June 2003 - August 2005
Skills
Customer Service, Microsoft Office, Event Planning, Strategic Planning, Team Building, Recruiting, Public Speaking, PowerPoint, Leadership Development
Education
Cardinal Stritch University 2004 — 2009
BSM
Great-West Financial July 2014 - Present
Baker Tilly Virchow Krause, LLP July 2013 - July 2014
Baker Tilly Virchow Krause, LLP October 2011 - July 2013
Baker Tilly Virchow Krause, LLP May 2010 - August 2010
Skills
Accounting, Management Consulting, CPA
Education
The George Washington University - School of Business 2010 — 2011
MACc, Accounting
University of Richmond 2006 — 2010
Bachelor of Science, Accounting Major
Charles University in Prague 2008 — 2008
Kent Denver School 2002 — 2006
Ameriprise Financial Services, Inc. March 2014 - April 2015
LPL Financial November 2012 - March 2014
Hartford Financial Services Group October 2011 - October 2012
MassMutual Financial Group January 2011 - August 2011
Principal Financial Group March 2006 - January 2011
United States Navy and Naval Reserve August 1986 - March 2007
Great-West Financial April 2004 - April 2006
MassMutual Financial Group June 2000 - April 2004
Skills
Wealth Accumulation..., Estate Planning, Asset Allocation, Brokerage Accounts, 401 (k), 403 (b), SEP &..., Variable Annuities, Roth IRA, Traditional IRA, Informal Business..., business continuation..., Business Overhead..., Buy-sell Agreements, buy-sell review, Charitible giving, Deferred Compensation..., Disability Income..., Executive Benefits..., Financial Needs Analysis, Income Protection, Key Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7, Series 66, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, College Funding..., Term Life Insurance, Universal Life Insurance, Fixed Annuities, Whole Life Insurance, Whole Life, Financial Advisory, IRAs, 403 b, Disability Insurance, Fixed Income, FINRA, Investments, Investment Management, Wealth Management, Retirement Planning
Education
The American College 2007 — 2014
Investment, Insurance and Estate Planning
College for Financial Planning 2005 — 2005
Mutual Funds and Investment Companies
Northwest University
Business
Great-West Financial July 2006 - Present
Benji's Piano Lessons September 1996 - August 2009
Wells Fargo Bank, N.A. October 2004 - May 2006
Wells Fargo Bank, N.A. June 2004 - September 2004
Wells Fargo Bank, N.A. September 2003 - June 2004
Skills
Responsiveness, Piano, iCIMS, Management, Human Resources, Recruiting, Retail Banking, Talent Acquisition, Screening Resumes, Applicant Tracking..., Talent Management, Screening, Financial Services, Resume Writing, Recruitment Advertising, Piano Teaching, Music Theory, Interviews
Education
California Polytechnic State University-San Luis Obispo 2001 — 2003
Bachelors
De Anza College 1998 — 2001
OppenheimerFunds March 2015 - Present
Great-West Financial September 2014 - March 2015
Great-West Financial November 2011 - September 2014
OppenheimerFunds June 2008 - October 2011
Skills
Qualified Retirement..., Retirement Planning, Retirement Savings, Customer Service, Mutual Funds, Financial Services, 401k, Asset Allocation, Series 7
Education
College for Financial Planning 2010 — 2010
Charter Retirement Plan Specialist, Retirement Plans
Colorado State University-Pueblo 1998 — 2003
Bachelor's degree, Economics
North Thurston Public Schools July 2014 - Present
Great-West Financial February 2013 - March 2014
Great-West Financial January 2012 - February 2013
Great-West Financial October 2010 - January 2012
Thermacor NW November 2009 - June 2010
Alaska Accounting Solutions, Inc July 2004 - June 2009
Alaska Accounting Solutions, Inc July 2001 - July 2004
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, Accounts Payable, Accounts Receivable, Payroll, Payroll Taxes, Certified Payroll, Research, Employee Training, Computers, Bookkeeping, Filing, Financial Reporting, Leadership, Process Improvement, Budgets, Finance, Account Reconciliation, Strategic Planning, Sales, Social Media, Team Building
Education
Cascade Business College 1987 — 1988
Legal Secretary Certificate, Legal Assistant/Paralegal
Western Washington University 1985 — 1986
Special Education and Teaching
Centralia College 1984 — 1985
Special Education and Teaching
W.F. West High School 1980 — 1984
High School, General Studies, 3.2
RBC June 2015 - Present
RBC April 2013 - June 2015
RBC Insurance June 2010 - April 2013
Great-West Financial October 2007 - August 2010
Great West Life Assurance Company October 2007 - June 2010
NuComm International August 2001 - October 2007
NuComm International April 2002 - August 2007
Skills
Cross-functional Team..., Vendor Management, Business Analysis, Business Development, Insurance, Strategy, Call Center, Financial Services, Account Management, Product Development, Product Management, Relationship Management, Finance, Business Process, Marketing, Enterprise Software, Call Centers, CRM, Management
Education
Brock University 2000 — 2001
Master's Degree
McMaster University 1996 — 2000
Bachelor's Degree
Great-West Financial June 2015 - Present
Great-West Financial, State of Colorado, Charter Communications, 3M, CableONE February 2007 - June 2015
Teacher's Pal Inc October 2006 - February 2007
Direct Alliance October 2004 - October 2006
GrassRoots Communications, Inc March 2004 - September 2004
CSC July 2003 - March 2004
Motorola June 2000 - July 2003
Skills
Requirements Gathering, Requirements Analysis, Business Analysis, Functional Requirements, Non-Functional..., Business Requirements, Software Requirements, Software Documentation, Business Process, Use Case Analysis, SDLC, Requirements..., RFP preparation, MS Project, Business Process..., Testing, Troubleshooting, Change Management, Quality Assurance, Project Management, Analysis, Project Coordination, PMO, Usability Testing, Software Installation, Software Implementation, Software Quality..., Test Planning, User Acceptance Testing, User Scenarios, Visio, Requirement..., Scrum, SharePoint, Security, Enterprise Software, Business Intelligence, Integration, Agile Methodologies, Waterfall, Vendor Management, Project Planning, Data Analysis, UML, Documentation, Issues Management, Software Project..., Microsoft Project, Management
Education
Western International University 2006 — 2008
Master of Business Administration, Information Technology
Colorado Mesa University 1995 — 2000
Bachelor of Science, Computer Science
Sierra High School 1984 — 1986
High School Graduate, General
Great-West Financial July 2012 - Present
Great-West Financial June 2006 - July 2012
DIGITALpH August 2003 - March 2006
Charles Schwab July 1997 - May 2001
Fiserv October 1995 - July 1997
Founders Asset Management June 1994 - October 1995
Skills
Mutual Funds, Trading, Investments, Financial Analysis, Excel, Series 7, Research, Securities, Series 6, Series 26, Analysis, Risk Management, Equities, Microsoft Excel, Accounting, Account Reconciliation, FINRA, Management, Leadership, Financial Services, Finance
Education
University of Colorado Denver 2008 — 2011
Masters, MBA - Business Strategy specialization
Austin Community College 2001 — 2003
Certification, Applied Multimedia Design
University of Colorado Boulder - Leeds School of Business 1989 — 1993
BS, Finance
Robert Half Finance & Accounting September 2014 - February 2015
Crown Crest Surgery Center May 2014 - June 2014
HighPoint Solutions October 2013 - April 2014
CIGNA Healthcare January 2005 - May 2013
Great-West Financial September 1998 - December 2004
Dillards January 1992 - August 1998
Skills
Medical Terminology, Health Insurance, Appointment Scheduling, Problem Solving, Customer Service, Customer Satisfaction, Data Entry, Eligibility specialist, Resolutions, Benefits Administration, Professional Services..., HIPAA, Cpr Certified, Employee Benefits, Result Oriented, Invoicing, Medical Records, Healthcare
Education
Everest College - Denver 2013 — 2014
Associate's Degree, Medical Administrative Assistant, A
Arapahoe Community College
Accounting
Littleton High School
Graduation diploma
Great-West Financial August 2014 - Present
White Lodging Services March 2014 - August 2014
North American Sports Group March 2013 - August 2013
Ken-Caryl Ranch Metropolitan District April 2008 - June 2012
Skills
Customer Service, Team Management, Event Management, Sports Marketing, Process Scheduler, Leadership
Education
Colorado State University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
City of Toronto April 2014 - Present
GroupeX April 2013 - Present
GroupeX October 2013 - April 2014
Sasol August 2012 - March 2014
Great-West Financial June 2013 - October 2013
Microsoft April 2012 - April 2013
AspireHR February 2007 - March 2012
Deloitte Consulting August 2005 - January 2007
Starbucks June 2004 - August 2005
Speedway LLC January 2000 - June 2004
Skills
SAP Portal, SAP E-Recruiting, SAP Personnel..., SAP Employee Self..., SAP Manager Self Service, SAP Talent Management, SAP Organization..., SAP Query, SAP HCM, SAP HR, Employee Self Service, Talent Acquisition, SAP, SAP ERP, Talent Management, Query Writing, SAP R/3, SAP Implementation, ESS, Business Process, SAP Netweaver, Solution Architecture, Success Factors LMS, Personnel Management, Human Resources, CRM, Portals, Process Improvement, Recruiting, ABAP, Strategy, Consulting, ERP, SuccessFactors Goal..., SuccessFactors..., SaaS, Enterprise Software, Training
Education
Bowling Green State University 1995 — 1999
B.S.B.A, Human Resources
Great-West Financial May 2010 - Present
Great-West Financial January 2010 - May 2010
Great-West Financial July 2009 - December 2009
ING July 2007 - July 2009
Skills
Leadership, 401k, Talent Acquisition, Employee Relations, Benefits Administration, Research, Training & Development, Problem Solving, Team-oriented, Operations Management, Retirement, Team Building, Organizational..., Management, Supervisory Skills, Interviewing Skills, Human Resources, Candidate screening, Onboarding, 403 b, Document Review, Training, Project Management
Education
Berkeley College 2003 — 2006
Bachelor of Science, Business Administration & Accounting, 3.6
Aspire Financial Services, LLC April 2013 - Present
Great-West Financial November 2012 - April 2013
Great-West Financial July 2006 - November 2012
AXA Equitable September 2005 - June 2006
Delta Upsilon International Fraternity June 2003 - June 2005
Skills
Client Services, Client Relationship..., Client Retention, Non-profits, Consulting, Financial Analysis, Marketing, Strategic Planning, Leadership, Investments, Account Management, Retirement Planning, Project Management, Process Improvement, Team Leadership, New Business Development, Customer Service, Mutual Funds, Microsoft Excel, CRM, Financial Services, Customer Retention, Management, Start-ups, Nonprofits, Contract Negotiation, Business Planning, Training, Leadership Development, Operations Management, Finance
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Finance & Business Administration
Bradley University 1999 — 2003
B.S., Marketing & Business Administration
Empower Retirement December 2013 - Present
Great-West Financial December 2013 - Present
The North Highland Company June 2010 - December 2013
First Data Corporation July 2004 - July 2009
Rylyn Consulting November 2002 - July 2004
Diamond Management & Technology Consultants August 1996 - November 2002
Network & Communications Management, Inc. June 1990 - August 1994
Peace Corps June 1987 - September 1989
United States Marine Corps June 1985 - June 1985
Skills
Product Development, Portfolio Management, Program Management, Acquisition Integration, Change Management, Management Consulting, Product Management, Business Strategy, Mergers, Strategic Planning, Process Improvement, Business Process..., Financial Services, Strategy, Strategic Partnerships, Start-ups, Analytics, Cross-functional Team..., IT Strategy, Business Transformation, Project Management, Business Development, Project Portfolio..., Mergers, Executive Management
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MBA, Strategy & Information Systems
University of California, San Diego 1981 — 1986
BA, Management Science and Political Science
Charles Schwab March 2015 - Present
Envestnet, Inc March 2014 - January 2015
ASPire Financial Services, LLC February 2013 - February 2014
Victory Capital Management July 2011 - February 2012
Great-West Financial 2008 - 2011
Oce March 2006 - July 2008
Nuance Communications November 2004 - April 2006
New England Financial January 2003 - November 2004
Ernst & Young March 2001 - November 2002
Skills
Business Analysis, Business Strategy, Business Planning, New Business Development, Growing Revenue, Revenue Management, Revenue Forecasting, Marketing Strategy, Marketing Communications, Marketing Research, Product Marketing, Marketing Management, Direct Marketing, Sales Support, CRM software, Database Marketing, Database Management, MS Project, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, Investment Strategies, Investment Products, Investment Promotion, Product Development, Product Management, Product Design, Product Launch, Product Strategy, Product Launches, Sales Analytics, Sales Trend Analysis, Information Analysis, Information Security..., Technology Planning, Event Management, Pricing Strategy, Pricing Analysis, Regulatory Requirements, FINRA Series 6, finra series 7, Training & Development, Training Delivery, CRM, Marketing, Sales Operations, Analysis
Education
Albertus Magnus College
Bachelor of Science (BS), Business Management
Southern New Hampshire University
Bullseye Database Marketing Co-Chair Junior SailingHorseshoe Harbor Yacht Club2008 - Present
Economic Club of NY 2005 - Present
The Windsor Group/BDM 2001 - Present
The University of Kansas School of Business Board of Advisors 1989 - Present
First Citizens Bank 2001 - 2014
BMO Harris Bank 2001 - 2014
Great-West Financial 2000 - 2014
TD Ameritrade 2006 - 2013
Elisa Monte Dance 2004 - 2012
UBS 2007 - 2010
Skills
Financial Analysis, Marketing Strategy, Mergers & Acquisitions, Management Consulting, Direct Marketing, Strategy, Financial Modeling, Investments, Analytics, Marketing Communications, Marketing, Strategic Planning, Management, Business Strategy, Integrated Marketing, Mergers, Start-ups, Leadership, Change Management
Education
University of Kansas - Graduate School of Business 1976 — 1978
MBA
Barat College of DePaul University 1972 — 1976
BA
Wyandotte High School 1968 — 1972
Southern California Edison 2011 - 2013
Independent Contractor 2009 - 2011
Great-West Financial 2006 - 2009
TIAA-CREF 2000 - 2006
Skills
Cross-functional Team..., Process Improvement, Performance Management, Business Analysis, Call Centers, Training, CRM, Program Management, Customer Experience, Investments
Education
University of Denver
Master Science, Technology Management / Leadership
Regis University
Bachelor Science, Business Administration
International Foundation for Retirement Education (InFRE)
Certified Retirement Counselor®
College for Financial Planning
Chartered Retirement Planning Counselor℠, Chartered Mutual Fund Counselor℠
Dale Carnegie Training
Skills for Success, Coaching for Success, Coach of Coaches
FINRA
Series 6, 7, 63, 24, 26, 51
State of Colorado
Resident Insurance Producer License
Great-West Financial January 2014 - Present
Manchester Business School August 2011 - July 2013
Hilti (Gt. Britain) Ltd June 2012 - September 2012
Jackson National Life June 2010 - August 2011
Jackson National Life December 2007 - June 2010
Jackson National Life June 2007 - December 2007
Skills
Business Strategy, Business Development, Marketing, Business Planning, Strategic Planning, Project Management, Marketing Strategy, Analysis, Team Leadership, Product Management, Sales, New Business Development, Cloud Computing, Strategy, Business Analysis, Series 6, Series 63, Life Insurance, Variable Annuities
Education
Manchester Business School 2011 — 2013
MBA
Colorado State University 2002 — 2006
Business Administration, Marketing
Great-West Financial July 2011 - June 2014
CORESTAFF Services November 2010 - July 2011
Ajilon Finance July 2007 - April 2009
First Data Corporation July 2003 - December 2004
KForce June 2002 - July 2003
MG Jordan February 2002 - June 2002
Robert Half Finance & Accounting May 1999 - February 2002
Chateau Communities February 1997 - February 1998
Citigroup Diners Club May 1994 - February 1997
Heller Financial September 1993 - May 1994
Skills
Recruiting, Talent Acquisition, Human Resources, Interviews, Executive Search, Accounting, Permanent Placement, Call Centers, Resume Writing, Screening, Sourcing, Technical Recruiting, Applicant Tracking..., College Recruiting, Screening Resumes
Education
Claremont McKenna College 1986 — 1990
BA, Economics and Accounting
Bank of the West January 2015 - Present
Great-West Financial September 2014 - January 2015
J.P. Morgan October 2010 - September 2014
TD Ameritrade November 2005 - July 2009
UBS Financial Services April 2005 - August 2005
Waddell & Reed December 2002 - April 2005
Skills
Finance, Investments, Retirement Planning, Series 7, Asset Management, Portfolio Management, Series 63, Retirement, Customer Service, Investment Strategies, Asset Allocation, Wealth Management
Education
College for Financial Planning 2012 — 2014
University of Northern Colorado 1997 — 2001
Bachelor
Great-West Financial May 2010 - December 2014
TIAA-CREF, Denver, CO March 2005 - June 2009
United Insurance Group Agency, Englewood, CO September 2002 - July 2003
Public Employees' Retirement Association of Colorado March 2000 - August 2002
Janus Funds, Denver, CO November 1992 - September 1996
Skills
Strategic Planning, Strategy, Project Management, Public Speaking, Proposal Writing, Employee Benefits, Research, Microsoft Office, Attorneys, Financial Advisory, Series 6, Series 7, Non-profits, Investments, Insurance, Leadership, Business Development, Nonprofits, Mutual Funds, Team Building, Training, Management, Process Improvement, Editing, PowerPoint, Accountants, Retirement Planning, Sales, Fundraising, Analysis, Retirement, Coaching, Program Management, Policy, Risk Management, Pensions, Call Centers, CRM, Community Outreach, Human Resources, Leadership Development, Healthcare, Microsoft Word, Outlook, Microsoft Excel
Education
College for Financial Planning 2007 — 2012
CRPS®, Chartered Retirement Plan Specialist
Institute for Employee Benefits Training 1986 — 1986
Paralegal certificate, Employee Benefits
Temple University 1971 — 1981
BA, cum laude, Anthropology
Great-West Financial June 2015 - Present
Chartwells Higher Education Dining Services June 2015 - Present
Chartwells Higher Education Dining Services February 2014 - June 2015
Earn IQ February 2013 - February 2014
Costco Wholesale October 2011 - April 2013
Agence Vitae Conseil June 2011 - September 2011
InHouse World July 2009 - March 2011
Skills
Adobe Photoshop, Adobe Illustrator, Marketing Communications, Business Development, Illustrator, Photoshop, Marketing Strategy, CRM, Microsoft Excel, Negotiation, Advertising, Digital Marketing, Adobe Creative Suite, Social Media, Management, Sales, Recruiting, Customer Satisfaction, Social Media Marketing, Online Advertising, Customer Retention, Training, Direct Marketing, Retail, Market Research, Market Planning, Social Networking, Online Marketing, Analysis, Marketing Management, Marketing, Strategy, Competitive Analysis, Microsoft Office, Leadership, Time Management, Email Marketing, Facebook, Teamwork, Customer Service, Account Management, New Business Development
Education
Brooklyn College 2012 — 2014
Master of Science (MS), Communication and Media Studies
Misr International University 2005 — 2009
BA, Strategic Maketing Planning and International Trade
Hochschule Heilbronn - Hochschule für Technik und Wirtschaft 2008 — 2008
Bachelor's degree, Marketing
Great-West Financial March 2015 - Present
Federal Reserve Bank of Kansas City April 2014 - November 2014
Lender Processing Services, Inc. (LPS) July 2013 - March 2014
Janus Capital Group December 2004 - June 2013
Janus Capital Group 2004 - 2012
Janus Capital Group 2001 - 2004
Janus Capital Group 1998 - 2001
Skills
Business Analysis, Equities, Investments, Business Requirements, Requirements Analysis, Requirements Gathering, Process Improvement, Charles River OMS and..., Wilshire Atlas, DST 3270, DST NT Desktop, Project Management, Agile & Waterfall..., Vendor Management, MS Project, MS Visio, SharePoint, SQL, JIRA, PVCS, FactSet, Visio, Enterprise Architecture, User Acceptance Testing, Integration, SDLC, Business Intelligence, IT Strategy, Product Management, Risk Management, Data Warehousing
Education
Bradford College 1989 — 1993
B.A., English, Humanities
The Northwest School of The Arts
Great-West Financial September 2008 - Present
Great-West Life April 2007 - September 2008
Great-West Life March 2005 - April 2007
Great-West Life July 2003 - March 2005
Great-West Life January 2001 - July 2003
Prudential June 1997 - November 2000
Skills
Employee Benefits, 401k, Employee Relations, Performance Management, HRIS, Deferred Compensation, Succession Planning, Benefits Administration, Talent Management, Workforce Planning, Talent Acquisition, Recruiting, Organizational..., Employee Engagement, HR Consulting, Human Resources, PeopleSoft, Onboarding, Coaching, Insurance
Education
College of Saint Elizabeth 1990 — 1992
Great-West Financial August 2014 - Present
J.P. Morgan Chase 2012 - Present
J.P. Morgan Chase 2010 - 2012
J.P. Morgan Chase January 2008 - January 2010
J.P. Morgan Retirement Plan Services 2003 - 2008
American Century Investments 1993 - 2003
Yellow Freight 1990 - 1993
Skills
Vendor Management, Project Management, PMO, Business Analysis, Financial Services, Agile Methodologies, Risk Management, PMP, SDLC
Education
Baker University 2002 — 2004
MBA, Business/Finance
Truman State University 1985 — 1989
Computer Science / Accounting
Lebel & Harriman, LLP April 2013 - Present
Great-West Financial September 2012 - April 2013
KeyBank September 2011 - September 2012
MCM Properties May 2009 - January 2010
Fidelity Investments January 2007 - November 2009
Skills
Mutual Funds, Investments, Retirement, 401k, Retirement Planning, Securities, Wealth Management, Asset Allocation, Investment Advisory
Education
Bentley University 2002 — 2006
BS, Finance
Great-West Financial September 2014 - Present
JPMorgan August 2009 - August 2014
JPMorgan April 2005 - August 2009
Accenture June 2001 - April 2005
Education
Baker University 2007 — 2009
Master in Management Science, Business Administration and Management, General
Kansas State University 1996 — 2001
MBA, Business
Transamerica June 2014 - Present
Great-West Financial August 2010 - June 2014
ALPS Fund Services, Inc. October 2006 - August 2010
ALPS Fund Services, Inc. January 2004 - September 2006
ALPS Fund Services, Inc. January 2000 - December 2003
Skills
Financial Reporting, Mutual Funds, Accounting, Analysis, Investments, Budgets, Financial Statements, Forecasting, Financial Services, Equities, GAAP, SEC filings, Process Improvement, Fixed Income, SEC Filings
Education
Adams State University 1996 — 1999
Bachelor Of Science, Finance, Marketing
Great West Financial March 2014 - Present
Staples 2005 - December 2013
Corporate Express November 2005 - July 2008
Skills
Integration, Unix, Databases, Java, Project Management, Team Leadership, Process Improvement, SOA, SQL, Oracle, XML, DB2, PL/SQL, SDLC, Microsoft SQL Server, XSLT, Agile Methodologies
Education
Colorado State University 1987 — 1993
Bachelor of Science (B.S.), Computer Science
Great-West Financial December 2007 - Present
Weidenhammer Systems Corp / Information Design Inc January 2002 - November 2007
Oracle Corporation June 1998 - April 2001
Born Information Services February 1997 - June 1998
Great-West Life June 1991 - February 1997
Skills
PL/SQL, Databases, Oracle, Unix, Software Development, Oracle SQL, SQL*Plus, Toad, Oracle Forms, Oracle Reports, SQL Tuning, CA Harvest, Perl, Remedy AR System, Business Objects Data..., JDeveloper, TCL, Oracle HR, Software Documentation, SDLC, Oracle SQL Developer, Shell Scripting, Requirements Analysis, ETL, Enterprise Architecture
Education
University of Colorado Denver 1989 — 1991
Bachelor of Science in Business Administration, Information Systems
Arapahoe Community College 1982 — 1989
Associate of Arts, Pre-Business
Great-West Financial July 2015 - Present
Waste Farmers May 2014 - June 2015
People 4 Earth Foundation January 2010 - November 2013
One Planet Catalogue June 2009 - January 2010
One Planet Foundation March 2009 - May 2009
EcoVilla January 2008 - 2009
INSID (Institute for Sustainable Innovation and Development) June 2008 - September 2008
Bond Imports August 2006 - August 2007
Rocky Mountain Sustainable Living August 2005 - August 2006
Design Construction Specialists September 2005 - June 2006
Skills
Sustainability, Project Management, Sustainable Development, Public Speaking, Corporate Social..., Entrepreneurship, Strategy, Sustainable Business, Research, Strategic Planning, Environmental Awareness, Management, English, Business Strategy, Social Media, Marketing Communications, Public Relations, Start-ups, Event Management, Social Networking, Fundraising, Coaching, Program Management, Change Management, Green Building, Non-profits, Business Planning
Education
TIAS School for Business and Society 2007 — 2008
MBA, Business Administration and Management, General, Merit Honors
Colorado College 1999 — 2003
BA, History, Environmental Studies
Great-West Financial July 2014 - Present
Great-West Financial May 2011 - July 2014
ALPS Fund Services, Inc. February 2010 - May 2011
ALPS Fund Services, Inc. October 2008 - February 2010
ALPS Fund Services, Inc. October 2006 - October 2008
ALPS Fund Services, Inc. December 2004 - October 2006
Skills
Finance, Financial Reporting, Leadership, Management, Project Management, Analysis, Accounting, Investments, Financial Statements, Mutual Funds
Education
Colorado State University 2000 — 2004
Finance
EMPOWER Retirement April 2014 - Present
Advised Assets Group, subsidiary of Great-West Financial April 2013 - April 2014
Great-West Financial April 2010 - April 2013
MassMutual Financial Group August 2005 - March 2010
Skills
Relationship Management, Sales Management, Team Building, Project Management, Retirement Planning, Financial Services, Series 65, Series 6, Series 63, Series 26
Education
College of Charleston 2007 — 2008
Financial Planning
Miami University 1996 — 2000
Bachelor of Science (B.S.), Political Science and Government
Great-West Financial August 2011 - December 2012
Lena Mae's Family Child Care Center, LLC. April 2006 - February 2010
Great-West Financial April 2005 - April 2006
Great-West Financial June 2001 - April 2005
Skills
Customer Service, 401k, Financial Services, Mutual Funds, Retirement, Leadership, Series 6, Series 63, Small Business, Quantitative Research
Education
Cardinal Stritch University 2002 — 2005
Master of Business Administration (M.B.A.)
University of Wisconsin-Whitewater 1990 — 1995
Bachelor of Arts (BA), Communications - Public Relations
Great-West Financial June 2015 - Present
J.P. Morgan Retirement Plan Services October 2009 - Present
Assurant Employee Benefits February 2009 - September 2009
Tek Systems August 2007 - December 2008
Independent Consulting April 2006 - May 2008
Armed Forces Insurance 2008 - 2008
H&R Block 2006 - 2008
Sprint 1988 - 2000
Skills
Business Analysis, Project Management, SDLC, Software Documentation, Business Process..., ITIL, Process Improvement, Management, Leadership, Vendor Management, Product Development, Budgets, Six Sigma, Analysis, Change Management, Business Intelligence, Requirements Analysis, Program Management
Education
Avila University 1986 — 1988
Great West Financial June 2011 - Present
Liberty Mutual Group March 2010 - June 2011
Aviva Life Insurance March 2002 - March 2009
Huntington National Bank February 1998 - March 2002
Education
Clarkson University 1988 — 1992
Bachelor of Science, Finance
Cranbrook, Bloomfield Hills, MI 1984 — 1988
Great-West Financial April 1989 - Present
Skills
Financial Reporting, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Accounting, General Ledger, Auditing, Financial Analysis, Account Reconciliation, US GAAP, Tax, Financial Audits, Corporate Tax, Internal Controls, GAAP
Education
Black Hills State University 1983 — 1986
Bachelor of Science, Accounting
Great-West Financial December 2011 - Present
Great-West Financial May 2009 - December 2011
Great-West Financial April 2006 - May 2009
Great-West Financial November 2000 - April 2006
Janus Capital Group May 2000 - November 2000
OppenheimerFunds April 1993 - May 2000
Invesco Ltd. April 1992 - March 1993
Skills
Access, Process Improvement, Mutual Funds, Financial Reporting, Investments, Asset Management, Bloomberg, Visio, Valuation, Fund Accounting, Securities, Auditing, Microsoft Excel, Business Process, Microsoft Word, Financial Statements, Business Analysis, Outlook, PAM for Securities
Education
Adams State University 1987 — 1991
BS, Accounting, Finance
Great West Financial September 2013 - Present
GHP Horwath, P.C. September 2003 - September 2013
CIBER, Inc. August 1998 - September 2003
Skills
SEC filings, Auditing, Employee Benefits, Accounting, External Audit, Financial Reporting, Financial Accounting
Education
Mesa State College
Bachelors of Science, Parks & Recreation Resource Management
Great-West Financial July 2014 - Present
ADVODA October 2012 - April 2013
Arapahoe County April 2011 - October 2012
OppenheimerFunds October 1997 - February 2009
Skills
Mutual Funds, Call Center, Sales, Customer Service, Account Management, Coaching, Management, Financial Services, Staff Development, Call Centers, Analysis, Training, Time Management, Sales Operations, Finance, Business Analysis, Risk Management, Portfolio Management, Customer Retention, Leadership, Vendor Management
Education
Colorado Mesa University 1993 — 1997
Bachelor of Science, Business Administration - Marketing
Fruita Monument
EMPOWER Retirement January 2015 - Present
Great-West Financial October 2006 - January 2015
Education
Cleveland State University
Bachelor of Arts and Sciences, Pscyhology, Communications
Great-West Financial August 2003 - Present
State of Wisconsin Investment Board March 1993 - August 2003
Signet Bank of Virginia 1990 - 1993
Skills
Credit Analysis, Portfolio Management, Fixed Income, Bonds, Private Placements, Capital Markets, Securities, Loans, Structured Finance, Asset Allocation, Asset Managment, Financial Structuring, Mutual Funds, Investment Management, Due Diligence, Structured Products, Financial Services, Finance, Municipal Bonds, Debt Restructuring, Credit Training, Ranch Management
Education
American University 1984 — 1988
Bachelor of Arts (B.A.), International Studies
Academy of the Holy Cross
High School Diploma
Great-West Financial Business Compliance OfficerAetna Consumer Financial Services and Prepaid Card SolutionsJanuary 2012 - December 2013
Aetna Student Health April 2009 - December 2011
Fidelity Investments June 2005 - December 2008
Fidelity Investments May 2001 - June 2005
Harvard Pilgrim Health Care October 1997 - April 2001
Harvard Pilgrim Health Care 1990 - 1997
Skills
Regulatory Compliance, Financial Services, Series 6, Series 63, ERISA, Employee Benefits, Insurance, Risk Management, Contract Negotiation, Health Insurance, Anti Money Laundering, Bank Secrecy Act, AML/BSA Compliance, Vendor Management, Team Leadership, Project Management, Strategic Planning, COBRA, HIPAA, Team Building, Customer Service, Mutual Funds, 401k, Retirement, Relationship Management, Prepaid Card Compliance, Securities, Pensions, Policy, Employee Relations
Education
University of Massachusetts
Masters, Business Administration
Rivier University
Bachelor of Science, Paralegal Studies
Bentley University
Certificate in Pension and Employee Benefits Administration Program, Employee Benefits
EMPOWER Retirement April 2015 - Present
Great-West Financial September 2012 - March 2015
Putnam Investments July 2008 - January 2012
Fidelity Investments August 2006 - July 2008
Putnam Investments/Mercer September 2002 - August 2006
Putnam Investments December 1996 - September 2002
Mellon Bank June 1993 - December 1996
Skills
FINRA Series 7 & 63, 401(k) Plan Design, 401(k)Communication..., Staffing, Mentoring, Project Management, 401k, FINRA, Mutual Funds, Producer Licensing, Retirement, Finance, Pensions, Defined Benefit, Investments, Retirement Planning, Financial Services, ERISA, Series 63, Temporary Placement, Leadership, Series 7, Defined Contribution, Investment Management, Portfolio Management
Education
Bentley University 1989 — 1993
BS, Finance
Cigna October 2014 - July 2015
Great West Financial July 1984 - August 2014
Skills
Project Management, Insurance, Requirements Analysis, Leadership, Vendor Management, Documentation and..., Team Management, Analysis, Management, Databases, Business Analysis, Customer Service, Process Improvement, Strategic Planning
Education
Arapahoe Community College 1980 — 1982
Associate Degree of Applied Science, Word Processing
Great-West Financial May 1997 - Present
JPMorgan Chase May 2011 - August 2014
JP Morgan 1997 - May 2011
Chicago Trust Company June 1995 - May 1997
Chicago Title and Trust Company May 1987 - June 1995
Skills
Risk Management, ERISA, Securities, Securities Regulation, Corporate Governance, Management, Trusts, Financial Services, Mutual Funds, Asset Management, Pensions, Investments, Retirement, Mergers, Leadership, Due Diligence, Mergers & Acquisitions, Compliance, Staff Management, Department Budgeting, Asset Managment, 401k, Legal Compliance, Relationship Management, Trust Services, Tax Law, Contract Law, Employee Benefits, Project Management, Team Leadership, Cross-functional Team...
Education
American Bankers Association National Trust School 1996 — 2000
Chicago-Kent College of Law, Illinois Institute of Technology 1991 — 1995
JD, Law
Blackburn College 1983 — 1987
Bachelor of Arts (B.A.), Accounting and Written Communications
Consolidated Investment Group April 2015 - Present
Robert Half Legal (Temporary) October 2014 - January 2015
Special Counsel (Temporary) July 2013 - April 2014
Great-West Financial August 2005 - October 2012
First Judicial District, State of Colorado January 2005 - April 2005
Highlands Ranch Metro Districts August 1999 - December 2004
Waldman Bros. 1986 - 1998
Skills
Close Attention to..., Legal Documents, Long-term Customer..., Document Review, Insurance Negotiations, Contract Management, Organization, Corporate Governance, Legal Research, Vendor Contracts, Contracts Administrators, Microsoft Office, Microsoft Excel, Microsoft Word, Contract Negotiation, Legal Contract Review, Contractual Agreements, Great Organizer
Education
Arapahoe Community College
Texas Tech University
OppenheimerFunds October 2014 - Present
Great-West Financial April 2011 - October 2014
Western Union April 2009 - April 2011
PricewaterhouseCoopers June 2007 - April 2009
Brigham Young University 2003 - 2007
The Grand America Hotel 2002 - 2003
Skills
Tax, Financial Analysis, Accounting, Sarbanes-Oxley Act, Corporate Tax, Income Tax, Tax Preparation, Financial Reporting, GAAP, Tax Accounting, Tax Research, Budgets, Microsoft Excel, Auditing, CPA, Financial Accounting, International Tax, Business Planning
Education
Brigham Young University 2005 — 2007
MAcc, Taxation
Brigham Young University 2002 — 2005
B.S., accounting
Brigham Young University - Idaho 1998 — 2002
A.A., General Studies: Engineering & Tech
State of Colorado January 2015 - Present
National Renewable Energy Laboratory March 2014 - October 2014
Great-West Financial August 2013 - November 2013
Cisco Systems - Del Oro Consulting October 2012 - August 2013
BlueCross BlueShield of SC March 2012 - October 2012
Carley Corporation October 2011 - February 2012
Keybridge Technologies October 2010 - October 2011
Colite International, Inc January 2010 - October 2010
ITT Technical Institute March 2009 - June 2010
Nice! Signs September 2007 - November 2009
Skills
Dreamweaver, Flash, Adobe Creative Suite, InDesign, Illustrator, QuarkXPress, Graphics, Graphic Design, Layout, Corporate Identity, Storyboarding, Multimedia, Adobe Fireworks, Logo Design, Mac, Image Manipulation, Photoshop, Pre-press, Premiere, Adobe eLearning Suite, Instructional Design, E-Learning
Education
Western Governors University 2010 — 2011
Master of Education, Instructional Design / e; Instructional Design
Collins College 1996 — 2001
BA, Visual Communications
Collins College 1996 — 1997
Bachelor's Degree, Graphic Design; Visual Communications; Graphic Design
Platt College 1993 — 1993
Associate Degree, Visual Communications; Mechanical Art
Great-West Financial June 2006 - Present
Oak Brook Bank September 2000 - April 2006
CB Richard Ellis August 1998 - September 2000
Skills
Financial Analysis, Investments, Fund Accounting, Valuation, Accounting, Finance, Insurance, Analysis, Financial Reporting, Financial Modeling, Accounts Receivable, Financial Services, Mutual Funds, Portfolio Management, Variance Analysis
Education
California State University-Northridge
BS, Finance
Great-West Financial September 2014 - Present
JPMorgan - Retirement Plan Services January 2008 - August 2014
Milliman February 2004 - January 2008
Implementation Analyst - Defined Contribution September 2001 - February 2004
Skills
Microsoft Office, Excel VBA, Oracle SQL, Regression Testing, Implementation Planning, Implementation..., Testing Practices, Testing Tools, Project Management Plan, VBA, SQL, Defined Benefit, Defined Contribution, ERISA
Education
Projet Management Institute 2012 — 2013
PMP, Project Management
American Society of Pension Professionals & Actuaries (ASPPA) 2001 — 2013
QPA, QKA, Pension Implemenation and Administration
Binghamton University 1997 — 2001
BA Economics, Economics, International Business
Great-West Financial September 2014 - Present
J.P. Morgan Retirement Plan Services January 2011 - August 2014
J.P. Morgan Retirement Plan Services 2003 - January 2011
American Century Investments 1992 - 2003
Missouri Bank & Trust Company 1989 - January 1992
Skills
Investments, Series 7, Financial Services, Banking, Management, Series 24, Budgets, FINRA, General Securities..., Series 63
Education
Baker University 1998 — 2000
Master of Liberal Arts, Literature
William Jewell College 1985 — 1989
Bachelor of Science, Business Management and Marketing
Great-West Financial August 2015 - Present
Lockton Companies December 2013 - July 2015
Lockton Companies September 2013 - November 2013
Willis July 2010 - January 2013
Larry Baumwald Insurance Agency May 2009 - May 2010
Skills
Insurance, Underwriting, Risk Management, Property & Casualty..., Commercial Insurance, Workers Compensation, Brokers, Umbrella Insurance, General Insurance, Casualty, Professional Liability, Liability, Financial Risk, Claim, Claims Management, Commercial Lines, D&O, Risk Assessment, Reinsurance, Inland Marine, Legal Liability, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Customer Service, Strategic Planning, CPCU, Enterprise Risk..., Safety, Food Safety
Education
MIB School of Management 2013 — 2013
Masters, Risk Management and Insurance
University of Georgia - Terry College of Business 2006 — 2009
Bachelor of Business Administration, Risk Management and Insurance
Empower Retirement April 2015 - Present
Great-West Financial September 2014 - July 2015
J.P. Morgan April 2013 - August 2014
J.P. Morgan April 2011 - April 2013
Huntington Learning Center August 2009 - December 2010
Mosaic Financial Partners March 2009 - April 2009
Skills
Series 6, Series 63, Customer Service, Microsoft Office, Investments, Economics, 401k, Public Speaking, Training, Leadership, Management, Research, Teaching, Marketing, Editing, Analysis, Nonprofits, Event Planning, Social Media
Education
Baker University 2014 — 2016
Master's Degree, Business Administration and Management, General
Principia College 2005 — 2009
Bachelor of Art, Economics
Epiq Systems February 2014 - Present
Great-West Financial November 2013 - February 2014
Vanguard September 2011 - June 2013
The Vanguard Group August 2010 - September 2011
Heating & Cooling Two, Inc. December 2009 - July 2010
CLUES April 2009 - March 2010
Skills
Customer Service, CRM, Microsoft Excel, Finance, ERISA, Leadership, Pop Culture, Social Media, 401k, Telephone Skills, Microsoft Word, Employee Benefits, Defined Contribution, Strategic Planning, Friendly Personality, Employee Relations, Marketing, Payroll, Time Management, Customer Relations, Team Building, Training, Social Networking, Human Resources, Spanish, Defined Benefit, Word, Excel, Interviews, Facebook, Investments, Retirement Planning, PowerPoint, Outlook, Process Improvement, Project Management, Retirement, Chapter 7, Bankruptcy, Trustee Administration, Problem Solving, iOS, Territory Management, Mobile Applications, SAP, Relationship Management, Project, Event Planning, Problem, Account Management
Education
Universidad de Iberoamérica 2003 — 2007
B.A, Psychology, 4.0 GPA
Loyola University New Orleans 2001 — 2003
Business Administration, Finance
Great-West Financial July 2001 - Present
JP Morgan Chase November 2011 - June 2012
J.P. Morgan Retirement Plan Services 2009 - June 2012
JP Morgan February 2007 - November 2009
JPMorgan Retirement Plan Services January 2003 - January 2007
Education
Baker University 2006 — 2008
Masters, Business Administration
The University of Kansas 1993 — 1997
Bachelor, French
Charles Schwab November 2013 - Present
CH2M HILL January 2013 - November 2013
Lockheed Martin March 2006 - December 2012
U.S. Department of Energy November 2005 - March 2006
Great-West Financial July 2005 - November 2005
Hewlett-Packard February 2002 - July 2005
Johns Manville June 2001 - February 2002
Sun Microsystems January 2000 - June 2001
Skills
Oracle, Siebel, Hyperion EPM, Pegasystems PRPC, Solaris, Linux, Unix, Data Modeling, Performance Tuning, Testing, Configuration Management, Disaster Recovery, Integration, System Architecture, Databases, SQL Tuning, Security Clearance, Information Assurance, DoD, SQL, Microsoft SQL Server, Systems Engineering, AIX
Education
Metropolitan State University of Denver
Bachelor of Business Administration (BBA)
Metropolitan State University of Denver
Bachelor of Science in Computer Management Systems, Computer Science
Arapahoe Community College
Associate of Arts and Sciences (AAS), Computer and Information Sciences and Support Services
The School of the Art Institute of Chicago
Bachelor of Arts (BA), Design and Visual Communications, General
United Healthcare October 2001 - Present
Great-West Financial August 1984 - February 2002
Skills
Small Business, Customer Service, Health Insurance, Time Management, Microsoft Office, Underwriting, Term Life Insurance, Employee Benefits
Education
Colorado State University 1970 — 1971
Liberal Arts and Sciences, General Studies and Humanities
Arapahoe Community College
Great-West Financial September 2014 - Present
J.P. Morgan November 2011 - September 2014
Aon Hewitt April 2007 - January 2012
Hewitt Associates July 2005 - April 2007
Skills
Data Analysis, Process Improvement, Defined Benefit, Benefits Administration, Project Management, Offshoring, Analysis, Pensions, Coaching, Business Requirements, Outsourcing, Employee Benefits
Education
Roosevelt University 2007 — 2010
MSA, Accounting
Augustana College 2001 — 2005
BA, Business Administration
EMPOWER Retirement September 2014 - Present
Great-West Financial 2008 - May 2014
Great West Life September 2008 - November 2012
Great West September 2008 - May 2012
Fidelity Investments September 2000 - August 2008
Skills
Sales Management, Series 24, Indirect Sales Channels, Direct Sales, Sales Presentations, Driving Results, Insurance, Sales Process, Series 63, Mutual Funds, Series 7, Financial Services, Retirement Planning, Asset Allocation, IRAs, FINRA, Defined Benefit, Investments, Securities, Relationship Management, Series 26, Salesforce.com, Siebel, Training, Job Coaching, Compliance, Trading, Retirement Savings, Annuity Sales, Sales, Leadership, 401k, Retirement, Management
Education
Adelphi University 1993 — 1997
Bachelor of Arts, Political Science
Charles Schwab March 2015 - Present
Great-West Financial August 2006 - March 2015
Qwest January 2002 - August 2006
Blue Sky Outfitters, Inc. January 2003 - December 2004
Sherman & Howard 2000 - 2001
Henderson, Daily, Withrow & DeVoe 1997 - 2000
Indiana Securities Division 1994 - 1997
Skills
Corporate Law, Corporate Governance, Securities, Mergers, Securities Regulation, Venture Capital, Mergers & Acquisitions, Joint Ventures, FINRA, Private Equity, Litigation, Arbitration, Management, Licensing, Investments
Education
Indiana University Maurer School of Law 1991 — 1994
J.D.
Ball State University 1987 — 1991
B.S. (with honors)
1st Global January 2015 - Present
Great-West Financial November 2012 - December 2014
Smith Anglin Financial March 2012 - December 2012
Pinnacle Financial Services October 2007 - March 2012
North Star Insurance October 2001 - August 2007
Consortium Investments December 1998 - October 2001
Skills
401k, Employee Benefits, Series 6, Defined Contribution, Investments, ERISA, Insurance, Non-Qualified Deferred..., Mutual Funds, Leadership, Series 63, Retirement Planning, Retirement
Education
Baylor University 1995 — 1998
MIJ, Journalism
Baylor University 1991 — 1995
BA, Political Science & Philosophy
Hillcrest 1985 — 1990
High School Diploma
Great-West Financial January 2014 - Present
Hallman Lindsay Quality Paints July 2011 - January 2014
Hallman Lindsay Quality Paints May 2012 - November 2012
Sherwin-Williams Paints September 2009 - July 2011
Sherwin Williams May 2009 - September 2009
Skills
Inventory Management, Retail, Merchandising, Pricing, Inventory Control, Sales, Income Statement, Store Management, Customer Service, Retail Sales, Key Account Management, Store Operations, Planograms, Key Account Development, Sales Operations, P&L Management
Education
Carroll University 2005 — 2009
BSA, Finance
Great-West Financial August 2014 - Present
Gazelle March 2014 - August 2014
Catholic Guardian Society & Home Bureau September 2008 - March 2014
AXA Advisors April 2012 - September 2012
Chantal Cleaning Services June 2009 - February 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor's Degree, Economics/Finance
Great-West Financial January 2015 - Present
Accenture April 2013 - February 2014
Accenture October 2010 - April 2012
L'Oréal January 2010 - July 2010
Société Générale April 2009 - August 2009
Skills
PMO, Project Coordination, Test Management, Functional Design, Team Building, Team Management
Education
EFREI - Ecole Française d'Electronique et d'Informatique 2008 — 2010
Ingénieur, système d'information
Wuhan University 2004 — 2008
Licence, Electronique Business
Specialized Marketing Services Inc. March 2013 - Present
New American Funding July 2012 - January 2013
Great-West Financial October 2010 - June 2012
Skills
ASP.NET, Microsoft SQL Server, C#, .NET
Education
University of Denver 2009 — 2011
Master's, Computer Information Systems
California State University-Long Beach 2005 — 2007
Bachelor's, Geography/GIS
Great-West Financial October 2014 - Present
JP Morgan October 2013 - October 2014
BridgePoint Group, LLC December 2011 - February 2012
Fidelity Investments March 1994 - March 2011
Skills
Employee Benefits, Mutual Funds, Compliance, Healthcare Management, Strategic Planning &..., Team Leadership, Cross-functional Team..., Strategic Planning, Budgets, Risk Management, Team Building, Contract Negotiation, Outsourcing, Analysis, Healthcare, Financial Services, Investments, Finance
Education
Bentley University 2013 — 2013
Master of Science in Financial Planning
Regis College Graduate School of Health Professions, Weston, MA 2012 — 2012
Graduate Certificate in Health Administration, Health/Health Care Administration/Management, GPA 4.0/4.0
Seton Hall University - W. Paul Stillman School of Business 1992 — 1994
MBA, Summa Cum Laude, Concentrations in Finance and International Business
Seton Hall University, B.S.
BS, Summa Cum Laude, Business Education and Accounting
Great-West Financial March 2005 - Present
Skills
Mutual Funds, Relationship Management, 401k, Retirement, Financial Services, Series 6, Investments, Series 63, Life Insurance, Business Analysis, Risk Management, Sales, Process Improvement, Customer Service, Financial Analysis
Education
Christopher Newport University 1986 — 1990
Business Administration and Management, General
Great-West Financial October 2014 - Present
Calypso Technology September 2011 - October 2014
Education
California Polytechnic State University-San Luis Obispo 2006 — 2011
Bachelor of Science (BS), International Economics
Great-West Financial January 2012 - Present
Great-West Healthcare January 2006 - January 2012
Sybase January 2002 - December 2005
Education
University of Colorado at Denver 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Anna University 1992 — 1994
Master's degree, Electrical, Electronics and Communications Engineering
Great-West Financial August 2013 - Present
Great-West Financial June 2013 - August 2013
Skills
Microsoft Office, Microsoft Access, Microsoft Excel
Education
Colorado State University 2009 — 2013
Bachelor of Science (BS), Actuarial Science
GREAT-WEST FINANCIAL January 2015 - Present
BOSTON CHILDREN’S HOSPITAL October 2013 - December 2014
OCTOBER THREE August 2012 - February 2013
ROPES & GRAY LLP April 2001 - June 2012
Skills
Pension Valuation, Defined Benefit, Defined Contribution, FASB ASC 715, Financial Accounting, Employee Benefits, Proval, Excel, Cash Balance, Fund Accounting, Actuarial Science, Compliance Testing, Form 5300 Determination..., Form 5500 Schedule SB, PBGC, Benefit Calculations, Arbitrage
Education
Brandeis University
Bachelor of Arts, Economics
ICMA-RC April 2015 - Present
Great West Financial April 1998 - June 2014
Skills
Business Analysis, Salesforce.com, SQL, Oracle SQL Developer, Microsoft SQL Server, Unix, Crystal Reports, Business Objects Data..., Web Intelligence, Business Requirements, Technical Requirements, Field Mapping, Oracle, ETL, Data Warehousing
Education
Wichita State University 1971 — 1973
Bachelor's degree, Anthropology, German
University of Kansas 1971 — 1973
Anthropology
Arapahoe Community College 1988 — 1990
Computer Programming Certificate, Information, 4.0
Great-West Financial June 2001 - Present
Skills
J2EE, JSP, Struts,..., Certified Scrum Master..., AngularJS, RESTFul Services, Business Analysis, SDLC, Requirements Analysis, Software Project..., jQuery, Agile Methodologies, Web Applications, Vendor Management, Enterprise Architecture, JavaScript, Certified Scrum Master, Team Management, Java, JSP, Struts
Education
Birla Institute of Technology and Science 1994 — 1998
Bachelor's in Computer Science, Computer Science
Great-West Financial November 2012 - Present
Education
Colorado Christian University 2013 — 2018
Business Administration and Management, General
Kohl's Department Stores October 2012 - Present
Great-West Financial March 2011 - October 2012
Great-West Financial November 2007 - March 2011
Great-West Financial January 2007 - November 2007
Skills
Retail, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Time Management, Research, Data Entry, Auditing, Finance, Employee Benefits, Policy, Accounting, Financial Statements, Process Improvement
Education
Cardinal Stritch University 2008 — 2011
Master of Business Administration (M.B.A.)
University of Wisconsin-Milwaukee 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Great-West Financial May 2015 - Present
Kforce Inc October 2014 - February 2015
Wells Fargo Home Mortgage May 2013 - August 2014
FIS - Fidelity Information Services May 2012 - February 2013
US BANK October 2004 - September 2009
Skills
Credit Analysis, Loan Origination, Mortgage Banking, Mortgage Lending, Risk Management, Banking, Residential Mortgages, Credit, Loans, Retail Banking, Finance, Payments, Lines Of Credit
Education
Bryant & Stratton College - Milwaukee 2010 — 2012
Associate's Degree, Criminal Justice
Bryant & Stratton College - Milwaukee
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management
Fidelity Investments November 2014 - Present
University of Colorado Hospital June 2013 - June 2014
Great-West Financial October 2008 - June 2013
Great-West Financial April 2008 - October 2008
Great-West Financial August 2006 - April 2008
King Soopers March 2003 - September 2007
Education
Metropolitan State University of Denver 2013 — 2018
Social Work
Arapahoe Community College 2002 — 2003
Pharmacy Technician/Assistant
Great-West Financial November 2010 - Present
Skills
Microsoft Office, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Negotiation, Process Improvement
Education
Bradley University
Bachelor of Science (BS), Mass Communication/Media Studies
Broadnet April 2014 - September 2014
Great-West Financial June 2011 - December 2013
CenturyLink February 2000 - June 2010
Education
Arapahoe Community College 1991 — 1994
Associate's Degree, Computer Information Systems