Great-West Financial

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Great-West Financial Employees

Employee
Years
Job
Industry
Cory Lampshire Cory Lampshire Greater Denver Area Details
Cory Lampshire's Great-West Financial Experience January 2012 - April 2014
Job Sr Retirement Account Specialist at GreatWest Financial
Industry Marketing and Advertising
Experience
Empower Retirement  April 2014 - Present
Great-West Financial   January 2012 - April 2014
Boulder Running Company (Run Colorado)   July 2011 - October 2011
The Balanced Athlete   September 2009 - July 2011
Ascent Promotions   June 2009 - September 2009
CertaPro Painters  January 2009 - June 2009

Skills
Marketing, Social Media Marketing, Customer Service, Sales, Email Marketing, Facebook, Microsoft Office, Event Planning, Social Media, Management

Education
Western Washington University   2005 — 2009
Bachelor of Arts, Business Administration, Marketing Concentration

University of Newcastle   2008 — 2008
Marketing

Douglas County High School   2001 — 2005

Frank Porter Frank Porter Littleton, Colorado Details
Frank Porter's Great-West Financial Experience May 1997 - 2007
Job Assistant VicePresident
Industry Financial Services
Experience
EMPOWER Retirement  2007 - Present
Great-West Financial   May 1997 - 2007
Lake & Associates   May 1996 - May 1997
Great-West Financial   February 1995 - May 1996
Great-West Financial   April 1993 - February 1995
Norwest Bank Denver, N.A.   October 1991 - April 1993

Skills
Retirement Plan..., Plan Compliance, 401k, Retirement Plan..., Defined Benefit, Sales, IRS problem resolution, Qualified Retirement..., Trustee, Custodial Services, Management, Client Service Oriented, Strategic Planning, Retirement Planning, Series 63, Profit Sharing, ERISA, Relationship Management, Financial Services, Pensions, Retirement

Education
University of Northern Colorado   1986 — 1990
Bachelor of Science (BS), Finance, General

Ann Bayles Ann Bayles Greater Denver Area Details
Ann Bayles's Great-West Financial Experience April 2012 - September 2013
Job Director, Retirement and Financial Institutions Marketing at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group  September 2013 - Present
Great-West Financial   April 2012 - September 2013
Great-West Financial   March 2009 - April 2012
Hispanic Chamber of Commerce of Metro Denver  August 2005 - March 2009

Skills
Marketing, Project Management, Event Planning, Management, Communication, Investments, Financial Services, Mutual Funds, Strategic Planning, Insurance, Retirement, Marketing Strategy, Leadership

Education
University of South Carolina-Columbia
Sport and Entertainment Management

Courtney Powers Courtney Powers Denver, Colorado Details
Courtney Powers's Great-West Financial Experience September 2013 - March 2015
Job Retirement Representative
Industry Financial Services
Experience
Empower Retirement  August 2015 - Present
EMPOWER Retirement  March 2015 - August 2015
Great-West Financial   September 2013 - March 2015
Castor Design and Associates   2003 - October 2013
Great-West Financial   March 2012 - September 2013
MacGibbons   January 2010 - March 2012
Colorado Benefit Advisors   February 2010 - August 2010

Skills
Marketing Communications, Organization, Self Motivation

Education
University of Northern Colorado   2005 — 2009
Bachelors in Communications, Minor in Advertising and PR

Katrina Luna-Mercado Katrina Luna-Mercado Aurora, Colorado Details
Katrina Luna-Mercado's Great-West Financial Experience March 2013 - September 2013
Job Billing/Insurance coordinator
Industry Financial Services
Experience
Cigna  March 2015 - Present
Comfort Dental  October 2013 - Present
Great West Financial  March 2013 - September 2013
comfort dental  April 2000 - March 2013

Skills
Dental Assisting, Dental Care, Periodontics, Endodontics, Prosthodontics, Implantology, Dentistry, Root Canal, Nitrous Oxide, Cosmetic Dentistry, Dentures, Dentrix, Customer Service, Positive Team Player, Self-starter, Healthcare Management, Dexis, Microsoft Office, Implementation..., Telephone Skills, Medical Terminology

Education
University of Phoenix-Colorado Campus   2009 — 2012
Bachelor's Degree in Health Administration, Health/Health Care Administration/Management

Community College of Aurora   2001 — 2005
Associates Degree in General Studies

Heather Stanford Heather Stanford Greater Denver Area Details
Heather Stanford's Great-West Financial Experience June 2012 - May 2013
Job Business Communications Specialist at Cigna
Industry Financial Services
Experience
Cigna  April 2014 - Present
Cigna  June 2013 - Present
Great-West Financial   June 2012 - May 2013
Society of Petroleum Engineers  July 2010 - June 2012
Society of Petroleum Engineers  January 2010 - July 2010
High School/High Tech   December 2002 - March 2004
Tampa Convention Center  August 2002 - October 2002
Getronics  August 2001 - February 2002
Business Leadership Network   February 2000 - February 2001

Skills
Marketing Communications, Event Planning, Marketing Strategy, Public Relations, Blogging, Marketing, Advertising, Management, Leadership, Corporate Communications, Project Management

Education
University of Northern Colorado   1995 — 1999
Bachelor's degree, Business Administration and Management, General

Patrick Gara Patrick Gara Greater Pittsburgh Area Details
Patrick Gara's Great-West Financial Experience May 2015 - Present
Job Regional Sales Director at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial   May 2015 - Present
PNC Bank  November 2014 - April 2015
AssetMark  January 2007 - October 2014
AIG  January 2006 - January 2007
Ameriprise Financial Services, Inc.   January 2004 - December 2005
US Army  January 1999 - January 2002

Skills
Cold Calling, Investment Advisory, Mutual Funds, ETFs, SMA, Investments, Asset Management, Asset Allocation, Practice Management, Client Relationship..., Alternative Investments, Asset Managment, Investment Management, Financial Advisory, Insurance, Series 63, Portfolio Management, Wealth Management, Financial Planning, Investment Strategies, Retirement Planning, Management, CRM, Series 6, Fixed Annuities, Relationship Management

Education
University of Phoenix   2012 — 2013
Bachelor of Science (B.S.), Business and Finance

DePaul University, College of Commerce   2010 — 2012
Bachelor of Arts (B.A.), General Business and Finance, 3.7

US ARMY   1998 — 2002
n/a, Telecommunication

Kevin Olean Kevin Olean Albany, New York Area Details
Kevin Olean's Great-West Financial Experience February 2014 - Present
Job Regional Vice President Northeast IBD
Industry Financial Services
Experience
Great West Financial  February 2014 - Present
Prudential Annuities Distributors, Inc   June 2005 - January 2014
Travelers Life & Annuity  October 2003 - June 2005

Skills
Fugent, Webinars, New Business Development, Business Generation, Value Based Selling, Territory Analysis, WebEx, Android, Blackberry, Excel, Word, Outlook, Lotus Notes, Sametime, PowerPoint, Retirement Income..., Retirement Planning, Public Speaking, Effective Meetings, Series 6, Consultative Selling, Annuity, Business Planning, Microsoft Word, Leadership, Series 7, Series 63, Variable Annuities, IRAs, Financial Services, Mutual Funds, Insurance, Investments, Retirement, Sales, Microsoft Excel, Selling, Analysis, CRM, Lead Generation

Education
University of New Haven
Bachelor of Science, Mass Communications

The Baron Group
Consultative Selling Skills

Tara Clifford Tara Clifford Greater Denver Area Details
Tara Clifford's Great-West Financial Experience February 2010 - February 2013
Job Project Analyst Procurement at ClearChoice Dental Implant Centers
Industry Logistics and Supply Chain
Experience
ClearChoice Dental Implant Centers  June 2015 - Present
ClearChoice Dental Implant Centers  August 2014 - May 2015
ClearChoice Dental Implant Centers  April 2014 - July 2014
endevis  February 2013 - April 2014
Great-West Financial   February 2010 - February 2013
Cherry Creek Schools  February 2009 - February 2010

Skills
Recruiting, Talent Acquisition, Permanent Placement, Training, Coupa, E-procurement, Teaching, Networking, Temporary Placement, Executive Search, Employee Benefits, Talent Management, Job Descriptions, Screening Resumes, Resume Writing, Screening, Financial Services, CRM, Salesforce.com, Sales, Social Media, Human Resources, Customer Service

Education
University of Northern Colorado
BS, Inter Disciplinary Liberal Arts- Elementary Education

Cherry Creek High School

Bill Burton Bill Burton Kansas City, Missouri Area Details
Bill Burton's Great-West Financial Experience September 2014 - Present
Job Vice President at GreatWest Financial
Industry Information Technology and Services
Experience
Great-West Financial   September 2014 - Present
Wayside Waifs  November 2009 - Present
J.P. Morgan Retirement Plan Services   July 2011 - August 2014
Oracle  February 2010 - July 2011
Sprint Nextel  May 2006 - March 2009
Sprint  November 2002 - May 2006
Sprint  December 2001 - November 2002
Sprint  June 1998 - December 2001
Sprint  January 1990 - May 1998
Fluor Daniel  November 1980 - December 1989

Skills
Vendor Management, Leadership, Team Building, PMP, Project Portfolio..., SDLC, IT Strategy, Program Management, PMO, Telecommunications, Business Process..., Integration, Business Process..., Outsourcing, IT Management, Business Analysis, Requirements Analysis, Software Project..., Project Management, Agile Project Management, Agile Methodologies, Wireless, Enterprise Architecture, Software Development, Business Transformation, Executive Management, Business Strategy, Solution Architecture, Call Center, Strategic Planning, Process Improvement

Education
University of Rhode Island   1976 — 1980
BS, Civil & Environmental Engineering

Gregory Chavez Gregory Chavez Aurora, Colorado Details
Gregory Chavez's Great-West Financial Experience September 2014 - Present
Job Sr Audit Coordinator at GreatWest Financial
Industry Banking
Experience
Great-West Financial   September 2014 - Present
First Bank of Colorado   September 2012 - July 2014
PETCO Animal Supplies  May 2008 - September 2012
SAM’S Corporation   May 2005 - May 2008

Skills
Salesforce, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Financial Analysis, Analytics, Outlook, Java, SQL, C++, .NET, Innovative Strategic..., Oracle Fusion..., SalesForce Customer..., SharePoint Data..., Prism Document Imaging..., Business Support..., Customer Service

Education
University of Phoenix   2012 — 2014
AA/IT Programming Degree, Computer Science

Lori Sorenson Lori Sorenson Greater Denver Area Details
Lori Sorenson's Great-West Financial Experience April 2015 - Present
Job Benefits Professional at Great West Financial
Industry Human Resources
Experience
Great-West Financial   April 2015 - Present
IHS  November 2014 - April 2015
tw telecom  May 2014 - November 2014
Arapahoe County  March 2010 - May 2014
Liberty Media Subsidiaries Starz Encore and On Command Video   January 2002 - February 2005
MCI WorldCom  September 2000 - January 2002
WestAmerica Mortgage  May 1996 - September 2000

Skills
PowerPoint, Leadership Development, Case Managment, Employee Benefits, Personnel Management, Human Resources, Policy

Education
University of Northern Colorado
Master's degree, Clinical, Counseling and Applied Psychology

Utah State University
Bachelor's degree, Human Development and Family Studies, General

Elliot Brewster Elliot Brewster Portsmouth, New Hampshire Details
Elliot Brewster's Great-West Financial Experience May 2015 - June 2015
Job Demand Forecast Analyst at Timberland
Industry Financial Services
Experience
Great-West Financial   May 2015 - June 2015
LPL Financial  January 2015 - March 2015
Timberland  January 2014 - August 2014
Pratt & Whitney  May 2013 - November 2013
WS Packaging Group  May 2012 - August 2012

Skills
Market Research, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, SAP, Cognos, Real Estate License, Event Planning, Marketing, Analysis, Customer Service, Research, Sales, Time Management, Social Media, Leadership, Social Networking

Education
University of New Hampshire - Whittemore School of Business and Economics   2008 — 2012
Bachelor of Science, Finance

Tilton School   2004 — 2008

Lena Lippert Lena Lippert Greater Denver Area Details
Lena Lippert's Great-West Financial Experience March 2013 - June 2013
Job Associate, Strategic Staffing and Recruiting at Greystar
Industry Real Estate
Experience
Greystar  June 2015 - Present
The WorkPlace Group  July 2013 - May 2015
Great-West Financial   March 2013 - June 2013
TeleTech  August 2012 - December 2012
TeleTech  August 2011 - December 2011
Alpine Access  September 2000 - September 2008

Skills
Recruiting, Contract Recruitment, Talent Acquisition, Onboarding, Interviews, Screening Resumes, Screening, Training, Temporary Placement, Hiring, Taleo, Management, Applicant Tracking..., Background Checks, HRIS, Employee Relations, Interviewing Skills, iCIMS, Drug Testing, Sourcing, Outsourcing, SharePoint, Outlook, Windows, Communication Skills, Discipline, Human Resources, Human Capital, Telecommute, Work At Home

Education
University of Phoenix   1996 — 2000
Bachelor of Science, Business Management

University of Phoenix
Bachelor of Science, Business Management

Dan Herrmann Dan Herrmann Greater Denver Area Details
Dan Herrmann's Great-West Financial Experience April 2013 - Present
Job Relationship Management/Operations Leader at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial   April 2013 - Present
Broadridge  March 2011 - March 2013
OppenheimerFunds  2006 - 2010
OppenheimerFunds  2000 - 2006
OppenheimerFunds  April 1998 - 2000
Nelnet  1988 - 1998

Skills
Mutual Funds, Investments, Wealth Management, Product Development, Series 7, Vendor Management, Process Improvement, Securities, Product Management, Operations Management, Program Management, Change Management, Call Center, Business Strategy, Team Building, Business Analysis, Strategic Planning, Product Marketing, Problem Solving, Application Development, New Business Development, Leadership, Call Centers, Software Development, IT Strategy, Financial Services

Education
University of Northern Colorado   1984 — 1988
BA, Management

Christina Hartnett Christina Hartnett Aurora, Colorado Details
Christina Hartnett's Great-West Financial Experience July 2012 - November 2014
Job Lead ERP Implementation Analyst at GreatWest Life and Annuity Insurance Company
Industry Financial Services
Experience
Great-West Financial   July 2012 - November 2014
Large Insurance Company  2007 - 2012

Skills
Agile Methodologies, ERP, Integration, Requirements Analysis, Process Improvement, Business Intelligence, Business Analysis, Vendor Management, SAP ERP

Education
University of Pittsburgh   1991 — 1995
Bachelor's degree, Accounting and French Minor

Tom Ellison Tom Ellison Denver, Colorado Details
Tom Ellison's Great-West Financial Experience June 2006 - September 2007
Job Manager of Operations Development at Farm Plus Financial
Industry Financial Services
Experience
Farm Plus Financial   June 2015 - Present
Cigna  June 2014 - June 2015
CIGNA Healthcare  April 2008 - June 2014
Great-West Healthcare  September 2007 - April 2008
Great-West Financial   June 2006 - September 2007

Skills
Microsoft Excel, Research, Customer Service, Windows, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Health Insurance, Employee Benefits, Mac, MIG welding, Leadership, Management, Underwriting, Strategic Planning, Program Management, Risk Management, Financial Analysis, Data Analysis, Healthcare, Project Management, Insurance, Business Strategy, Sales Management, Process Improvement, Project Planning

Education
University of Northern Colorado   2002 — 2006
Bachelor of Science (B.S.), Finance, General

Sabrina Taylor Sabrina Taylor Cedar Falls, Iowa Details
Sabrina Taylor's Great-West Financial Experience 2013 - 2014
Job University of Northern Iowa, Social Work Student
Industry Individual & Family Services
Experience
All About Eyes  2014 - 2014
Dean Jewelers   2014 - 2014
Bankers Life and Casualty Company  2013 - 2014
Great West Financial  2013 - 2014
Dale Howard Family Activity Center   2012 - 2013

Education
University of Northern Iowa
Bachelor's Degree, Social Work

Ellsworth Community College   2012 — 2014
Associate's Degree, Liberal Arts

Brian Hutchens Brian Hutchens Greater Denver Area Details
Brian Hutchens's Great-West Financial Experience December 2013 - Present
Job Senior Paralegal at GreatWest Financial
Industry Government Administration
Experience
Great-West Financial   December 2013 - Present
U.S. Department of Labor   August 2010 - December 2013
Wheeler Trigg O'Donnell LLP  May 2006 - December 2009
Reed Smith LLP  April 2004 - April 2005
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   June 2001 - April 2004

Skills
Litigation, Legal Writing, Legal Research, Nonprofits, Courts, Civil Litigation, Commercial Litigation, Trials, Mediation, Westlaw, Appeals, Criminal Law, Fundraising, Corporate Law, Employment Law

Education
University of Phoenix   2008 — 2010
Master's Degree, Education

Washington University in St. Louis   1995 — 2000
Bachelor's Degree, History

Leslie Marvelle Leslie Marvelle United States Details
Leslie Marvelle's Great-West Financial Experience
Job Analyst at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial  

Skills
Customer Service, Analysis, Access, Banking, Business Analysis, Finance, Financial Analysis, Leadership, Financial Modeling, Process Improvement, Research, Valuation, Visio

Education
University of Phoenix   2009 — 2013
Bachelor's degree, Business Management/ Human Services, B

Richard Carty Richard Carty Greater Boston Area Details
Richard Carty's Great-West Financial Experience October 2013 - Present
Job Retirement Plan Counselor
Industry Financial Services
Experience
Great-West Financial   October 2013 - Present
Long Term Solutions  August 2011 - October 2013
Wells Fargo  July 2010 - January 2012
Long Term Solutions  August 2009 - April 2010
Fastenal  January 2009 - June 2009
UNH campus recreation  September 2005 - June 2009

Skills
Customer Service, Time Management, PowerPoint, Teamwork, Accounting, Microsoft Word, Outlook, Microsoft Office, Sales, Social Networking, Microsoft Excel

Education
University of New Hampshire   2006 — 2009
BA, Business, Psychology

Heather Aoyagi Heather Aoyagi Greater Denver Area Details
Heather Aoyagi's Great-West Financial Experience July 1997 - Present
Job Marketing Manager
Industry Marketing and Advertising
Experience
Great-West Financial   July 1997 - Present

Education
University of Northern Colorado   1991 — 1995

Ashriel Lutz Ashriel Lutz Greater Denver Area Details
Ashriel Lutz's Great-West Financial Experience 2014 - Present
Job Senior Securities Compliance Specialist at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial   2014 - Present
J.P. Morgan Retirement Plan Services   August 2005 - August 2014
GEM Group  2002 - 2005
Gamma Phi Beta Sorority  1999 - 2000

Education
University of Oklahoma   1995 — 1999
Bachelor of Arts, Journalism

Jamaine Fortune, MBA Jamaine Fortune, MBA Houston, Texas Area Details
Jamaine Fortune, MBA's Great-West Financial Experience April 2012 - September 2014
Job Director, Accounting Policy Insurance at AIG
Industry Insurance
Experience
AIG  October 2014 - Present
Great-West Financial   April 2012 - September 2014
TIAA-CREF  February 2007 - April 2012
QED Financial Systems  November 2005 - January 2007
PMA Companies  September 2003 - November 2005
Bank of New York Mellon  December 1999 - September 2003

Skills
Accounting, Financial Analysis, Financial Reporting, Internal Controls, Auditing, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, GAAP, General Ledger, Analysis, Investments, Financial Statements, IFRS, Management, Leadership, Insurance, Project Management, Accruals, Team Building, Policy, Portfolio Management, SEC filings, US GAAP

Education
University of Phoenix   2008 — 2011
MBA, concentration in Accounting

University of Phoenix   2004 — 2006
BS, Business Finance

Blaine Olson Blaine Olson Greater Denver Area Details
Blaine Olson's Great-West Financial Experience April 2012 - April 2013
Job Sr. Business Consultant at Black Knight Financial Services
Industry Information Technology and Services
Experience
Black Knight Financial Services  October 2014 - Present
Blueberry Systems  April 2013 - October 2014
Great-West Financial   April 2012 - April 2013
Aurora Bank FSB  June 2008 - April 2012
Mortgage Cadence  2007 - 2008
Long Beach Mortgage  2002 - 2007

Skills
Mortgage, SDLC, Mortgage Banking, User Acceptance Testing, Mortgage Servicing, Requirements Analysis, Testing, Integration, Quality Assurance, Project Planning, Excel, Team Building, PowerPoint, Word, Business Requirements, Requirements Gathering, Business Analysis, Visio, Test Planning, Software Implementation, Analysis, SharePoint, Documentation, XML, Customer Relations, Customer Service

Education
University of Nebraska-Lincoln   1993 — 1999
"Bachelor of Science", "Criminal Justice"

Corey Reavis Corey Reavis Greater Denver Area Details
Corey Reavis's Great-West Financial Experience August 2014 - Present
Job Sr. Relationship Manager at GreatWest Financial
Industry Banking
Experience
Great-West Financial   August 2014 - Present
Great-West Financial   December 2012 - Present
Great-West Life and Annuity Insurance Company  November 2009 - Present
Key Bank  March 2007 - October 2009
Wells Fargo Bank, N.A.   2002 - 2007
State of Colorado  May 2001 - August 2001

Skills
Credit, Sales, Loans, Management, Project Management, Series 63, Mutual Funds, Finance, Mortgage Lending, Banking, Investments, Relationship Management, Financial Services, Financial Analysis, Retirement Planning

Education
University of Northern Colorado   1998 — 2002
Bachelors of Arts, Economics

Louis Mannello Louis Mannello Greater Chicago Area Details
Louis Mannello's Great-West Financial Experience August 2014 - June 2015
Job Partner, Mannello & Associates
Industry Accounting
Experience
Great-West Financial   August 2014 - June 2015
KPMG  2008 - August 2014
Zurich Financial Services  March 2006 - May 2008
Zurich Financial Services  July 2002 - February 2006
Arthur Andersen  March 1998 - June 2002

Skills
Mergers, US GAAP, Financial Accounting, Financial Reporting, Financial Risk, SEC filings, IFRS, Internal Controls, Financial Services, Executive Financial..., Mergers & Acquisitions, Management Consulting, Business Development, Sarbanes-Oxley Act, Auditing, Accounting, Insurance, Capital Markets, IPO, Banking, Enterprise Risk..., Due Diligence, Financial Analysis

Education
University of Notre Dame   1982 — 1986
BBA, Accountancy

CBA   1978 — 1982

Tuan Nhan Tuan Nhan Kansas City, Missouri Area Details
Tuan Nhan's Great-West Financial Experience September 2014 - Present
Job Reconciliation Control Senior Specialist
Industry Financial Services
Experience
Great-West Financial   September 2014 - Present
JPMorgan Chase & Co.   September 2012 - September 2014
State Street  November 2010 - September 2012
State Street  April 2008 - November 2010
Bank of America  May 2005 - April 2008
Commerce Bank & Trust  January 2000 - May 2004

Skills
Equities, Account Reconciliation, Fund Accounting, Mutual Funds, Banking, Financial Analysis, Asset Management, Loans, Credit, Deposits, Fixed Income, Bloomberg, Retail Banking, Treasury Management, Securities, SWIFT payments, Financial Services

Education
University of Phoenix   2005 — 2007
Bachelor, Business Administration

Richard Poleschook, CPA, MBA Richard Poleschook, CPA, MBA Greater Denver Area Details
Richard Poleschook, CPA, MBA's Great-West Financial Experience September 2014 - Present
Job Sr. Financial Reporting Accountant
Industry Accounting
Experience
Great-West Financial   September 2014 - Present
tw telecom  June 2013 - September 2014
Rubin Brown  December 2008 - June 2013
CitiFinancial  June 2007 - November 2008
Washington Mutual  August 2005 - May 2007
JP Morgan Chase  June 2002 - July 2005
Countrywide Full Spectrum Lending  June 2001 - May 2002
College Pro Painters  March 1999 - October 1999

Skills
Training, Customer Satisfaction, CRM, Underwriting, Employee Training, Financial Analysis, Sales Management, Credit, Software Documentation, Forecasting, Mortgage Lending, Strategic Financial..., Financial Modeling, Internal Audit, Financial Statements, Employee Benefits, Sarbanes-Oxley Act, US GAAP, Financial Accounting, Tax, CPA, Tax Preparation, Sarbanes-Oxley, Tax Accounting, Tax Returns, Journal Entries, Bookkeeping, Account Reconciliation, Team Leadership, Cash Management, Variance Analysis, Revenue Recognition, Accruals, Business Process..., Financial Audits, External Audit

Education
University of Phoenix   2007 — 2009
MBA, Accounting

University of Northern Colorado   1997 — 2001
Bachelor, Business Management

Joshua Wostrel Joshua Wostrel Greater Denver Area Details
Joshua Wostrel's Great-West Financial Experience October 2014 - Present
Job Great West
Industry Financial Services
Experience
Great-West Financial   October 2014 - Present
Trust Company of America  December 2012 - October 2014
Invesco Aim  March 2008 - August 2009
AXA Advisors  February 2007 - November 2007

Skills
401k, FINRA, Investments, Series 63, Series 7, Microsoft Excel, Salesforce.com, Leadership, Mutual Funds, Series 6, Call Centers, Customer Service, Life Insurance, Employee Benefits

Education
University of Nebraska-Lincoln   2002 — 2006
Bachelor of Arts, English, History

Mary Maiers Mary Maiers Greater Denver Area Details
Mary Maiers's Great-West Financial Experience May 1996 - Present
Job VP, Investment Administration at GreatWest Life
Industry Financial Services
Experience
Great-West Financial   May 1996 - Present
Deloitte  1990 - 1995

Education
University of Northern Iowa   1986 — 1990
Accounting

Kevin Mollman Kevin Mollman Greater Denver Area Details
Kevin Mollman's Great-West Financial Experience May 2007 - January 2010
Job Trust Officer at GreatWest Trust Company, LLC
Industry Financial Services
Experience
Great-West Trust Company, LLC   January 2010 - Present
Great-West Financial   May 2007 - January 2010
Great-West Financial   February 2005 - May 2007
Merrill Lynch  May 2000 - December 2002

Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Qualified Retirement..., Trust Services, Trust, Management, Project Management, Supervisory Skills, Account Management, Workforce Management, Series 26, Series 7

Education
University of Northern Colorado   1995 — 1997

Lakewood High School   1991 — 1995

Dani Flory Dani Flory Dallas/Fort Worth Area Details
Dani Flory's Great-West Financial Experience September 2004 - April 2007
Job Project Manager at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Investment Services  March 2012 - Present
HD Vest Financial Services  January 2012 - Present
HD Vest Financial Services  September 2010 - April 2012
The Standard  April 2009 - July 2010
BlackRock  April 2007 - March 2009
Great-West Financial   September 2004 - April 2007
Great-West Life  June 2004 - September 2004
Great-West Life  January 2002 - June 2004
Great-West Life  December 1999 - January 2002
Great-West Life  January 1999 - December 1999

Skills
Project Management, Business Planning, Process Improvement, Product Development, Workflow Management, Vendor Relations, Organizational..., Microsoft Office, Visio, Project Server, Account Management, Strategic Communications, Public Speaking, Customer Service, Retirement Planning, Investments, Mutual Funds, Plan Design, Customer Relations, Learning Management..., Onboarding, Investment Advisory..., Series 7, Time Management

Education
University of Rhode Island   1990 — 1994
BA, Speech Communications

Duxbury High School   1986 — 1990
General Studies, 9-12

Jeff Lodden Jeff Lodden Greater Denver Area Details
Jeff Lodden's Great-West Financial Experience September 1997 - Present
Job Assistant Manager at GreatWest Financial
Industry Insurance
Experience
Great-West Financial   September 1997 - Present
Columbine High School  April 2011 - March 2013

Skills
Insurance, Life Insurance, Relationship Management, Customer Service, Business Analysis

Education
University of Northern Colorado   1983 — 1988
B.S., Business Marketing

Kristi L Gray, MBA Kristi L Gray, MBA Greater Denver Area Details
Kristi L Gray, MBA's Great-West Financial Experience June 2005 - October 2012
Job Compliance, Internal Audit,Forensic Testing, Process Improvement, Business Administration, Operational Analysis
Industry Financial Services
Experience
Great West Financial  June 2005 - October 2012

Education
University of Phoenix
MBA, Business Administration, Management and Operations, 3.87

University of Phoenix
Bachelor of Science (BSBM), Business Management, Marketing, and Related Support Services, Magna Cum Laude

James Hoppe James Hoppe Manchester, New Hampshire Details
James Hoppe's Great-West Financial Experience August 2015 - Present
Job
Industry Financial Services
Experience
Great-West Financial   August 2015 - Present
Citizens Bank  September 2014 - June 2015
EarthLink Business  November 2011 - February 2014
FairPoint Communications  January 2009 - January 2010
J&K Sales   January 2008 - December 2008

Skills
Troubleshooting, Networking, Customer Service

Education
University of New Hampshire   1995 — 2000
Bachelor of Communication

Teresa Luiz, CSCP, FLMI Teresa Luiz, CSCP, FLMI Greater Denver Area Details
Teresa Luiz, CSCP, FLMI's Great-West Financial Experience June 1997 - Present
Job Senior Manager, Securities Compliance at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial   June 1997 - Present

Education
University of Nebraska-Lincoln
Bachelor of Science (BS), Education

Traci Stuart Traci Stuart Greater Denver Area Details
Traci Stuart's Great-West Financial Experience December 2012 - January 2015
Job Assistant Manager, Operations at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial   December 2012 - January 2015
EPS Settlements Group  February 1991 - August 2012

Skills
Settlement, Insurance, Legal Liability, Fixed Annuities, Medicare, Liability, Claim, Workers Compensation, Retirement, Financial Services

Education
University of Northern Colorado
BA, International Trade & Relations

Damon Lilly Damon Lilly Greater Denver Area Details
Damon Lilly's Great-West Financial Experience July 2012 - January 2014
Job System Analyst at VISA
Industry Information Technology and Services
Experience
Visa  July 2015 - Present
GreatWest Financal   January 2015 - March 2015
QEP Resources, Inc.   February 2014 - August 2014
Great-West Financial   July 2012 - January 2014
Holding company   February 2011 - January 2012

Skills
Windows XP Pro, Windows 7, Active Directory, Blackberry, SCCM, BMC Remedy, System Administration, Help Desk Support, Microsoft Exchange, Technical Support, Symantec Backup, Symantec Endpoint..., Desktop Application..., Server 2000-2008, Altiris Console, Altiris Deployment..., Network Administration, Powershell, DHCP, Networking, Citrix, Antivirus, Cisco Routers, VPN, Troubleshooting, Windows Server, Cisco Unified CM..., Cisco Unity Connection..., Active Directory and..., Air Watch, RPD Support, SQL Server Management..., Netcool, Windows XP

Education
University of Phoenix   2015 — 2017
Master’s Degree, Information System, 4.0

ITT-Technical Institute   2010 — 2012
Bachelor of Science, Information Security Systems

ITT-Technical Institue   2008 — 2010
Associate of Applied Science, Computer Networking Systems

Jeff Crosley, CPA Jeff Crosley, CPA Denver, Colorado Details
Jeff Crosley, CPA's Great-West Financial Experience May 2013 - August 2014
Job Financial Reporting Quality and Control Manager at GreatWest Financial
Industry Accounting
Experience
Great-West Financial   May 2013 - August 2014
Newmont Mining Corporation  August 2011 - September 2012
Newmont Mining Corporation  March 2010 - July 2011
Newmont Mining Corporation  November 2008 - February 2010
Newmont Mining Corporation  June 2007 - November 2008
Alta Colleges  December 2004 - May 2007
John Deere Credit  April 2002 - April 2004
John Deere Harvester Works  September 1999 - March 2002

Skills
Hyperion HFM, Hyperion Planning, Hyperion Reports, Clarity FSR, SAP BPC, SAP, Process Improvement, Accounting, Financial Reporting, Financial Analysis, Business Planning, Forecasting, Auditing, Mining

Education
University of Northern Iowa
Bachelor of Arts (B.A.), Accounting

Korrine Rule Korrine Rule Denver, Colorado Details
Korrine Rule's Great-West Financial Experience July 2006 - Present
Job Sr. Broker Services Analyst at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial   July 2006 - Present

Education
University of Phoenix-Colorado Campus
Bachelor's degree, Accounting

Edward Castellano Edward Castellano Denver, Colorado Details
Edward Castellano's Great-West Financial Experience
Job Account Manager at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial  

Education
Fort Lewis College
Bachelor's degree, Political Science and Government

University of Phoenix
Master of Business Administration (M.B.A.)

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