Financial Designs Ltd.
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Financial Designs Ltd. Employees
Employee
Years
Job
Industry
Rebecca Trump Rebecca Trump's Financial Designs Ltd. Experience September 1997 - May 2002
Job Compensation, Benefits & HRIS Manager
Industry Consumer Goods
Experience
Karcher North America February 2013 - Present
Gemini Group, Inc. May 2002 - January 2009
Financial Designs Ltd September 1997 - May 2002
Aetna Casualty & Surety Company September 1987 - July 1995
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Workers Compensation, Property & Casualty..., Underwriting, Commercial Insurance, Liability, Benefits Administration, Long-term Care, Casualty, Life Insurance, General Insurance, Term Life Insurance, Brokers, COBRA, Claim, Professional Liability, Leadership, Sales, 401k, Customer Service, Recruiting, Account Management, Applicant Tracking..., Coaching, Management, New Business Development, Small Business, Legal Liability, Team Building, Training, Sales Management, Marketing, Payroll
Education
University of Denver
BA, Commmunication
University of Denver
Karcher North America February 2013 - Present
Gemini Group, Inc. May 2002 - January 2009
Financial Designs Ltd September 1997 - May 2002
Aetna Casualty & Surety Company September 1987 - July 1995
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Workers Compensation, Property & Casualty..., Underwriting, Commercial Insurance, Liability, Benefits Administration, Long-term Care, Casualty, Life Insurance, General Insurance, Term Life Insurance, Brokers, COBRA, Claim, Professional Liability, Leadership, Sales, 401k, Customer Service, Recruiting, Account Management, Applicant Tracking..., Coaching, Management, New Business Development, Small Business, Legal Liability, Team Building, Training, Sales Management, Marketing, Payroll
Education
University of Denver
BA, Commmunication
University of Denver
Linda Jung Linda Jung's Financial Designs Ltd. Experience 1996 - 1998
Job REALTOR®
Industry Real Estate
Experience
List2Sell December 2013 - Present
RE/MAX Realty 100 October 2007 - January 2014
First Weber Group 2001 - 2007
Various Organizations 1995 - 2001
Financial Designs Ltd. 1996 - 1998
LPG 1980 - October 1997
Skills
Buyer Representation, Sellers, Advertising, Marketing, Sales, Business Development, Management, Investment Properties, Foreclosures, Short Sales, Residential Homes, Real Estate
Education
Metropolitan State University of Denver
Bachelor of Science, Marketing
List2Sell December 2013 - Present
RE/MAX Realty 100 October 2007 - January 2014
First Weber Group 2001 - 2007
Various Organizations 1995 - 2001
Financial Designs Ltd. 1996 - 1998
LPG 1980 - October 1997
Skills
Buyer Representation, Sellers, Advertising, Marketing, Sales, Business Development, Management, Investment Properties, Foreclosures, Short Sales, Residential Homes, Real Estate
Education
Metropolitan State University of Denver
Bachelor of Science, Marketing
Jay Cleary Jay Cleary's Financial Designs Ltd. Experience April 1994 - December 2012
Job President | Bridge Financial Group
Industry Financial Services
Experience
Bridge Financial Group, LLC December 2012 - Present
Financial Designs Ltd. April 1994 - December 2012
Skills
Estate Planning, Life Insurance, Wealth, Wealth Management
Education
Bates College 1982 — 1986
Holderness School 1977 — 1981
The American College
CLU, ChFC, Chartered Financial Consultant
Bridge Financial Group, LLC December 2012 - Present
Financial Designs Ltd. April 1994 - December 2012
Skills
Estate Planning, Life Insurance, Wealth, Wealth Management
Education
Bates College 1982 — 1986
Holderness School 1977 — 1981
The American College
CLU, ChFC, Chartered Financial Consultant
Angeline M. Hart Angeline M. Hart's Financial Designs Ltd. Experience March 2010 - January 2012
Job REALTOR®
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage, Southern California September 2014 - Present
Caliber Home Loans August 2013 - July 2014
Caliber Funding March 2013 - July 2014
Wells Fargo Home Mortgage August 2012 - March 2013
Wells Fargo December 2010 - September 2012
Financial Designs, Ltd March 2010 - January 2012
Edward Jones July 2007 - October 2009
Bassett Furniture Direct March 2004 - July 2007
Verizon Wireless - AirTouch Cellular March 1993 - May 2002
Ethan Allen January 1990 - August 1992
Skills
Investments, Sales, Leadership, Retirement Planning, Microsoft Excel, Customer Service, Rapport Building, Banking, Loan Origination, Training, Time Management, Management, Finance, Marketing, Credit, Loans, Personal Development, Team Building, Budgets, Financial Advisory, Public Speaking, Mortgage Banking, Real Estate, Customer Satisfaction, Mortgage Lending
Education
Arizona State University
Business
Westwood High
Coldwell Banker Residential Brokerage, Southern California September 2014 - Present
Caliber Home Loans August 2013 - July 2014
Caliber Funding March 2013 - July 2014
Wells Fargo Home Mortgage August 2012 - March 2013
Wells Fargo December 2010 - September 2012
Financial Designs, Ltd March 2010 - January 2012
Edward Jones July 2007 - October 2009
Bassett Furniture Direct March 2004 - July 2007
Verizon Wireless - AirTouch Cellular March 1993 - May 2002
Ethan Allen January 1990 - August 1992
Skills
Investments, Sales, Leadership, Retirement Planning, Microsoft Excel, Customer Service, Rapport Building, Banking, Loan Origination, Training, Time Management, Management, Finance, Marketing, Credit, Loans, Personal Development, Team Building, Budgets, Financial Advisory, Public Speaking, Mortgage Banking, Real Estate, Customer Satisfaction, Mortgage Lending
Education
Arizona State University
Business
Westwood High
Kasey Paquette Kasey Paquette's Financial Designs Ltd. Experience March 2004 - November 2004
Job J.D.
Industry Legal Services
Experience
Watanabe Nason and Watanabe Consulting, LLC June 2015 - Present
Robert Half Legal June 2015 - Present
Apricus Biosciences, Inc. January 2013 - December 2013
Dr. Boyd's Pet Resort & Veterinary Center July 2012 - June 2013
Financial Designs Ltd. March 2004 - November 2004
US Navy March 2000 - February 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Legal Research, Civil Litigation, Legal Writing, Litigation, Military, Policy, Security Clearance, Westlaw
Education
Thomas Jefferson School of Law 2011 — 2013
Doctor of Law (J.D.)
National University 2003 — 2006
Bachelor of Science (B.S.), Criminal Justice
Watanabe Nason and Watanabe Consulting, LLC June 2015 - Present
Robert Half Legal June 2015 - Present
Apricus Biosciences, Inc. January 2013 - December 2013
Dr. Boyd's Pet Resort & Veterinary Center July 2012 - June 2013
Financial Designs Ltd. March 2004 - November 2004
US Navy March 2000 - February 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, English, Legal Research, Civil Litigation, Legal Writing, Litigation, Military, Policy, Security Clearance, Westlaw
Education
Thomas Jefferson School of Law 2011 — 2013
Doctor of Law (J.D.)
National University 2003 — 2006
Bachelor of Science (B.S.), Criminal Justice
Greg Lovell's Financial Designs Ltd. Experience May 1998 - October 2003
Job Managing Member at Lovell | Hatcher, Accountants & Advisors
Industry Accounting
Experience
Lovell Hatcher, Accountants & Advisors August 2007 - Present
Huth, Thompson, CPA's October 2003 - February 2007
Financial Designs Ltd. May 1998 - October 2003
Skills
Financial Services, Strategic Financial..., Investments, Strategic Planning, Leadership, Project Management, Wealth Management, Financial Systems, Accounting System, Succession Planning, Microsoft Office, Executive Management, Management Consulting, Mergers & Acquisitions, Banking, Public Speaking, Team Building
Education
Indiana Wesleyan University 2008 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Manchester College 1980 — 1984
Bachelor's degree, Accounting
Lovell Hatcher, Accountants & Advisors August 2007 - Present
Huth, Thompson, CPA's October 2003 - February 2007
Financial Designs Ltd. May 1998 - October 2003
Skills
Financial Services, Strategic Financial..., Investments, Strategic Planning, Leadership, Project Management, Wealth Management, Financial Systems, Accounting System, Succession Planning, Microsoft Office, Executive Management, Management Consulting, Mergers & Acquisitions, Banking, Public Speaking, Team Building
Education
Indiana Wesleyan University 2008 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
Manchester College 1980 — 1984
Bachelor's degree, Accounting
Adam Truitt CFP®, CPA Adam Truitt CFP®, CPA's Financial Designs Ltd. Experience 2004 - Present
Job Principal at Financial Designs Ltd.
Industry Financial Services
Experience
Financial Designs Ltd. 2004 - Present
Skills
Insurance, Estate Planning, Investments, High Net Worth..., Life Insurance, Financial Modeling
Education
University of Colorado at Boulder 1993 — 1997
Bachelor of Science in Business Administration, Accounting
Financial Designs Ltd. 2004 - Present
Skills
Insurance, Estate Planning, Investments, High Net Worth..., Life Insurance, Financial Modeling
Education
University of Colorado at Boulder 1993 — 1997
Bachelor of Science in Business Administration, Accounting
Curtis Coles, Acquiring Companies & Talent Curtis Coles, Acquiring Companies & Talent's Financial Designs Ltd. Experience 2004 - 2006
Job VP, Mergers & Acquisitions at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank 2013 - Present
People Capital, Inc. 2007 - 2013
Financial Designs Ltd. 2004 - 2006
New York Life Insurance Company 2002 - 2004
KANA Software 1998 - 2001
Skills
Sourcing, Interviewing, Talent Acquisition, Hiring, Wealth Management, Insurance, Direct Sales, New Business Development, Recruitment/Retention, Sales Recruitment, Partner Recruitment, Diversity Recruitment, Headhunting, Head Hunter, Recruiting, Mergers & Acquisitions, Business Development, Talent Management, Management, Strategic Partnerships, Financial Services, Employee Benefits, Executive Management, Executive Search, Start-ups, Investments, Consulting, Finance, Succession Planning, Management Consulting
Education
University of California, Davis
B.S., Managerial Economics
University of California, Santa Barbara
Intercampus Visitors Program
Carlsbad High School
AMG National Trust Bank 2013 - Present
People Capital, Inc. 2007 - 2013
Financial Designs Ltd. 2004 - 2006
New York Life Insurance Company 2002 - 2004
KANA Software 1998 - 2001
Skills
Sourcing, Interviewing, Talent Acquisition, Hiring, Wealth Management, Insurance, Direct Sales, New Business Development, Recruitment/Retention, Sales Recruitment, Partner Recruitment, Diversity Recruitment, Headhunting, Head Hunter, Recruiting, Mergers & Acquisitions, Business Development, Talent Management, Management, Strategic Partnerships, Financial Services, Employee Benefits, Executive Management, Executive Search, Start-ups, Investments, Consulting, Finance, Succession Planning, Management Consulting
Education
University of California, Davis
B.S., Managerial Economics
University of California, Santa Barbara
Intercampus Visitors Program
Carlsbad High School
Trey Ford Trey Ford's Financial Designs Ltd. Experience April 2012 - July 2014
Job CoOwner at Stop & Shop Supermarket
Industry Supermarkets
Experience
Stop & Shop Supermarket August 2014 - Present
Financial Designs Ltd. April 2012 - July 2014
Safeway October 2010 - April 2012
Horizon Market August 2009 - September 2010
Thrivent Financial January 2007 - August 2009
Stop & Shop Supermarket 2002 - 2007
Skills
Grocery, Management, Grocery Industry, Insurance, Life Insurance, Analysis, Sales, Customer Service, Payroll, Finance
Education
University of Northern Colorado 2002 — 2006
Business Management, Business
Stop & Shop Supermarket August 2014 - Present
Financial Designs Ltd. April 2012 - July 2014
Safeway October 2010 - April 2012
Horizon Market August 2009 - September 2010
Thrivent Financial January 2007 - August 2009
Stop & Shop Supermarket 2002 - 2007
Skills
Grocery, Management, Grocery Industry, Insurance, Life Insurance, Analysis, Sales, Customer Service, Payroll, Finance
Education
University of Northern Colorado 2002 — 2006
Business Management, Business
Mary Spelmanis Mary Spelmanis's Financial Designs Ltd. Experience 2007 - Present
Job Vice President, Client Adminstration at Financial Designs Ltd.
Industry Financial Services
Experience
Financial Designs Ltd. 2007 - Present
The Madison Group Inc. October 1988 - April 1996
Skills
Retirement Planning, Financial Services, Investments, Wealth Management, Underwriting, Insurance, Disability Insurance, Life Insurance, Mutual Funds, Estate Planning, Fixed Annuities, Retirement, Long-term Care, Strategic Financial...
Education
The University of North Dakota
Bachelor of Science (B.S.), Marketing
Financial Designs Ltd. 2007 - Present
The Madison Group Inc. October 1988 - April 1996
Skills
Retirement Planning, Financial Services, Investments, Wealth Management, Underwriting, Insurance, Disability Insurance, Life Insurance, Mutual Funds, Estate Planning, Fixed Annuities, Retirement, Long-term Care, Strategic Financial...
Education
The University of North Dakota
Bachelor of Science (B.S.), Marketing
J. Dave Hunter J. Dave Hunter's Financial Designs Ltd. Experience April 1970 - Present
Job President/CEO at Financial Designs Ltd.
Industry Financial Services
Experience
Financial Designs Ltd. April 1970 - Present
Skills
Estate Planning, Succession Planning, Life Insurance, Multi-generational..., Insurance, Finance, Financial Advisory, Risk Management, Small Business, Tax, Strategic Financial..., Wealth, Financial Services, High Net Worth..., Fixed Annuities, Long-term Care, Estate Tax Planning, Wealth Management, Leadership, Retirement, Wealth Management..., Retirement Planning, Financial Planning
Education
University of Colorado at Boulder
Financial Designs Ltd. April 1970 - Present
Skills
Estate Planning, Succession Planning, Life Insurance, Multi-generational..., Insurance, Finance, Financial Advisory, Risk Management, Small Business, Tax, Strategic Financial..., Wealth, Financial Services, High Net Worth..., Fixed Annuities, Long-term Care, Estate Tax Planning, Wealth Management, Leadership, Retirement, Wealth Management..., Retirement Planning, Financial Planning
Education
University of Colorado at Boulder
Dave Elhoff Dave Elhoff's Financial Designs Ltd. Experience 2010 - Present
Job Financial Thought Doctor/Registered Principal
Industry Financial Services
Experience
Financial Designs ltd 2010 - Present
Elhoff Wealth Strategies, INC 1978 - Present
REISA 2005 - 2012
Independent Financial Group LLC 2004 - 2012
US Navy Reserve December 1978 - December 1994
US Navy January 1972 - December 1978
Skills
Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Estate Planning, Alternative Investments, Financial Advisory, 401k, Investment Strategies, Disability Insurance, Public Speaking, Wealth Accumulation, Asset Management, Asset Allocation, Insurance, Real Estate, 401k Rollovers, Equities, Charitable Giving, Portfolio Management, Asset Protection, Tax, Risk Management, Pensions, Small Business, Business Planning, Financial Analysis, Funding, Estate Tax Planning, Due Diligence, Private Equity, Wealth Preservation..., Wealth Transfer, IRA's, Financial Planning, Annuities, Investment Products, Wealth Preservation, Retirement Income..., Insurance Planning, Long Term Care, IRAs, Investments, Wealth, Investment Management, Life Insurance, Securities, Financial Services, Finance
Education
College For Financial Planning 1981 — 1983
Dakota Wesleyan University 1968 — 1972
BA, Biology
Financial Designs ltd 2010 - Present
Elhoff Wealth Strategies, INC 1978 - Present
REISA 2005 - 2012
Independent Financial Group LLC 2004 - 2012
US Navy Reserve December 1978 - December 1994
US Navy January 1972 - December 1978
Skills
Retirement Planning, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Estate Planning, Alternative Investments, Financial Advisory, 401k, Investment Strategies, Disability Insurance, Public Speaking, Wealth Accumulation, Asset Management, Asset Allocation, Insurance, Real Estate, 401k Rollovers, Equities, Charitable Giving, Portfolio Management, Asset Protection, Tax, Risk Management, Pensions, Small Business, Business Planning, Financial Analysis, Funding, Estate Tax Planning, Due Diligence, Private Equity, Wealth Preservation..., Wealth Transfer, IRA's, Financial Planning, Annuities, Investment Products, Wealth Preservation, Retirement Income..., Insurance Planning, Long Term Care, IRAs, Investments, Wealth, Investment Management, Life Insurance, Securities, Financial Services, Finance
Education
College For Financial Planning 1981 — 1983
Dakota Wesleyan University 1968 — 1972
BA, Biology
Sean O'Connor, CFP®'s Financial Designs Ltd. Experience May 2011 - Present
Job Independent Financial Advisor
Industry Financial Services
Experience
Financial Designs Ltd. May 2011 - Present
RJL Wealth Management September 2008 - December 2010
Skills
Retirement Planning, Income Tax, Tax Advisory, Estate Planning, Insurance, Investment Advisory, Investment Strategies, Alternative Investments, Fixed Annuities, Variable Annuities, Fixed Income, Equities, Bonds, Debt Management
Education
USC 2005 — 2008
Bachelor of Arts (BA), Economics
Financial Designs Ltd. May 2011 - Present
RJL Wealth Management September 2008 - December 2010
Skills
Retirement Planning, Income Tax, Tax Advisory, Estate Planning, Insurance, Investment Advisory, Investment Strategies, Alternative Investments, Fixed Annuities, Variable Annuities, Fixed Income, Equities, Bonds, Debt Management
Education
USC 2005 — 2008
Bachelor of Arts (BA), Economics
Laura Graves's Financial Designs Ltd. Experience 1997 - 1998
Job HR Professional at ServisFirst Bank
Industry Human Resources
Experience
Teksouth Corporation September 1998 - January 2015
Financial Designs Ltd. 1997 - 1998
FDC TECHNOLOGIES LTD 1996 - 1997
Skills
Policy, Recruiting, Personnel Management, Microsoft Excel, Customer Service, Analysis, Employee Relations, Employee Handbooks, Background Checks, Human Resources, COBRA, Administration, SharePoint, Training, Human Resource..., Process Improvement, Payroll, Outlook, HRIS, Onboarding, MS Word, MS PowerPoint, Deltek, Ultipro, Benefits Administration, Conflict Resolution, Legal Compliance, Open Enrollment, FLSA, E-Verify, EEO/AA Compliance, EEO Reporting, Affirmative Action..., Problem Solving, Terminations, Interviews, Benefits Negotiation, Job Description Creation, ADA compliance, New Hire Paperwork, Personnel Records, HIPAA, Oral & Written..., Business License, I-9 Compliance, Extending Offers, Screening Resumes, Reference Checking, USERRA, Resource Management
Education
University of Maryland College Park 1990 — 1993
Coursework in Business Administration, Business Administration and Management, General
Teksouth Corporation September 1998 - January 2015
Financial Designs Ltd. 1997 - 1998
FDC TECHNOLOGIES LTD 1996 - 1997
Skills
Policy, Recruiting, Personnel Management, Microsoft Excel, Customer Service, Analysis, Employee Relations, Employee Handbooks, Background Checks, Human Resources, COBRA, Administration, SharePoint, Training, Human Resource..., Process Improvement, Payroll, Outlook, HRIS, Onboarding, MS Word, MS PowerPoint, Deltek, Ultipro, Benefits Administration, Conflict Resolution, Legal Compliance, Open Enrollment, FLSA, E-Verify, EEO/AA Compliance, EEO Reporting, Affirmative Action..., Problem Solving, Terminations, Interviews, Benefits Negotiation, Job Description Creation, ADA compliance, New Hire Paperwork, Personnel Records, HIPAA, Oral & Written..., Business License, I-9 Compliance, Extending Offers, Screening Resumes, Reference Checking, USERRA, Resource Management
Education
University of Maryland College Park 1990 — 1993
Coursework in Business Administration, Business Administration and Management, General
Scott McGraw Scott McGraw's Financial Designs Ltd. Experience 1989 - 2009
Job EMPOWERING COMPANIES TO MAKE INFORMED AND STRATEGIC DECISIONS ABOUT RISK
Industry Insurance
Experience
Cherry Creek Insurance Group May 2015 - Present
Lockton Companies September 2009 - February 2015
Financial Designs Ltd 1989 - 2009
Mass Mutual Insurance 1984 - 1986
Skills
Employee Benefits, Health Insurance, Workers Compensation, Insurance, Strategic Planning, Retirement Planning, New Business Development, Mergers, 401k, Due Diligence, Risk Management, Strategy, Property & Casualty..., Underwriting, Professional Liability, Casualty, Finance, Retirement, Benefits Administration, Financial Analysis, Disability Insurance, Commercial Insurance, Liability, Health Savings Accounts, Financial Services, Legal Liability, Life Insurance, Mergers & Acquisitions, Small Business, Claim, Portfolio Management, Financial Risk, Brokers, COBRA, Relationship Management, Term Life Insurance, Long-term Care, Claims Management
Education
University of Oregon 1978 — 1982
BS, Business Administration
Sherwood HS 1976 — 1978
50 for Colorado
Cherry Creek Insurance Group May 2015 - Present
Lockton Companies September 2009 - February 2015
Financial Designs Ltd 1989 - 2009
Mass Mutual Insurance 1984 - 1986
Skills
Employee Benefits, Health Insurance, Workers Compensation, Insurance, Strategic Planning, Retirement Planning, New Business Development, Mergers, 401k, Due Diligence, Risk Management, Strategy, Property & Casualty..., Underwriting, Professional Liability, Casualty, Finance, Retirement, Benefits Administration, Financial Analysis, Disability Insurance, Commercial Insurance, Liability, Health Savings Accounts, Financial Services, Legal Liability, Life Insurance, Mergers & Acquisitions, Small Business, Claim, Portfolio Management, Financial Risk, Brokers, COBRA, Relationship Management, Term Life Insurance, Long-term Care, Claims Management
Education
University of Oregon 1978 — 1982
BS, Business Administration
Sherwood HS 1976 — 1978
50 for Colorado
Joe LeBlanc, EA, CFP® Joe LeBlanc, EA, CFP®'s Financial Designs Ltd. Experience May 2004 - October 2009
Job Independent Financial Planning Professional
Industry Financial Services
Experience
LeBlanc Financial Planning November 2009 - Present
San Diego Crew Classic 2006 - 2012
Financial Designs Ltd. May 2004 - October 2009
FCFP January 1995 - May 2003
US Navy June 1987 - January 1995
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Tax Advisory, Asset Management, Risk Management, Financial Advisory, Portfolio Management, Asset Allocation, Investments
Education
College for Financial Planning 1998 — 2000
CFP, Financial Planning
National University 1993 — 1995
MBA, International Business
Rensselaer Polytechnic Institute 1983 — 1987
BS, Chemistry
LeBlanc Financial Planning November 2009 - Present
San Diego Crew Classic 2006 - 2012
Financial Designs Ltd. May 2004 - October 2009
FCFP January 1995 - May 2003
US Navy June 1987 - January 1995
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Tax Advisory, Asset Management, Risk Management, Financial Advisory, Portfolio Management, Asset Allocation, Investments
Education
College for Financial Planning 1998 — 2000
CFP, Financial Planning
National University 1993 — 1995
MBA, International Business
Rensselaer Polytechnic Institute 1983 — 1987
BS, Chemistry
Stephanie Farnsworth Stephanie Farnsworth's Financial Designs Ltd. Experience September 2013 - Present
Job at Financial Designs Ltd.
Industry Financial Services
Experience
Financial Designs Ltd. September 2013 - Present
Boy Scouts of America 2009 - Present
Stephanie's DesignsLone Tree CO January 2000 - Present
The Women's Foundation of Colorado 2013 - 2015
AMG National Trust Bank June 2010 - September 2013
Strategic Financial Partners January 2008 - June 2010
Jr. League of Denver 1997 - 2008
Brown & Tedstrom Financial Asset Management January 1998 - January 2000
Great-West Life & Annuity Insurance Company January 1992 - January 1998
Skills
Retirement Planning, Financial Services, Insurance, Wealth Management, Finance, Investments, Asset Management, Financial Planning, Leadership, Management, Mutual Funds, Portfolio Management, Sales, Bonds, Strategic Planning
Education
Colorado Christian University
Financial Designs Ltd. September 2013 - Present
Boy Scouts of America 2009 - Present
Stephanie's DesignsLone Tree CO January 2000 - Present
The Women's Foundation of Colorado 2013 - 2015
AMG National Trust Bank June 2010 - September 2013
Strategic Financial Partners January 2008 - June 2010
Jr. League of Denver 1997 - 2008
Brown & Tedstrom Financial Asset Management January 1998 - January 2000
Great-West Life & Annuity Insurance Company January 1992 - January 1998
Skills
Retirement Planning, Financial Services, Insurance, Wealth Management, Finance, Investments, Asset Management, Financial Planning, Leadership, Management, Mutual Funds, Portfolio Management, Sales, Bonds, Strategic Planning
Education
Colorado Christian University
Shawn M. Tidwell Shawn M. Tidwell's Financial Designs Ltd. Experience February 2015 - Present
Job Principal at Financial Designs Ltd.
Industry Financial Services
Experience
Financial Designs Ltd. February 2015 - Present
The Madison Group, Inc. November 2008 - January 2015
AG Edwards November 2006 - March 2008
KPMG January 2005 - March 2006
Skills
Estate Planning, Finance, Mutual Funds, Strategic Financial..., Tax, Portfolio Management, Insurance, Investments, Life Insurance, Investment Advisory, Financial Planning, Financial Advisory, Financial Reporting, Accounting, Financial Analysis, Auditing, Securities, Management
Education
University of Denver - Sturm College of Law 2009 — 2011
Master of Taxation, (Tax LLM Program)
Bucknell University 2002 — 2004
Bach., Accounting
Brigham Young University - Idaho 2000 — 2001
Ass., Bus. Admin.
University of Utah 1999 — 2000
Financial Designs Ltd. February 2015 - Present
The Madison Group, Inc. November 2008 - January 2015
AG Edwards November 2006 - March 2008
KPMG January 2005 - March 2006
Skills
Estate Planning, Finance, Mutual Funds, Strategic Financial..., Tax, Portfolio Management, Insurance, Investments, Life Insurance, Investment Advisory, Financial Planning, Financial Advisory, Financial Reporting, Accounting, Financial Analysis, Auditing, Securities, Management
Education
University of Denver - Sturm College of Law 2009 — 2011
Master of Taxation, (Tax LLM Program)
Bucknell University 2002 — 2004
Bach., Accounting
Brigham Young University - Idaho 2000 — 2001
Ass., Bus. Admin.
University of Utah 1999 — 2000
John Mendes's Financial Designs Ltd. Experience 2013 - Present
Job Financial Designs Ltd.
Industry Financial Services
Experience
Financial Designs Ltd. 2013 - Present
JPM Financial Services 2009 - 2013
MassMutual Financial Group 2007 - 2009
Skills
Retirement Planning, Financial Planning, Investments, Estate Planning, Finance
Education
University of San Francisco
Bachelor of Science (BS), Finance and Financial Management Services
Financial Designs Ltd. 2013 - Present
JPM Financial Services 2009 - 2013
MassMutual Financial Group 2007 - 2009
Skills
Retirement Planning, Financial Planning, Investments, Estate Planning, Finance
Education
University of San Francisco
Bachelor of Science (BS), Finance and Financial Management Services
Erik Dorman, PMP's Financial Designs Ltd. Experience August 2001 - December 2005
Job Product Line Manager, Cybersecurity Solutions at AREVA NP
Industry Mechanical or Industrial Engineering
Experience
AREVA NP January 2013 - Present
AREVA NP January 2012 - Present
AREVA NP October 2011 - Present
AREVA NP June 2009 - December 2011
AREVA NP October 2008 - December 2011
AREVA NP October 2008 - December 2011
AREVA NP March 2008 - October 2008
AREVA NP July 2007 - February 2008
Randolph College January 2005 - July 2007
Financial Designs Ltd. August 2001 - December 2005
Skills
Nuclear Energy, Nuclear, Project Execution, Project Control, Proposal Management, Project Portfolio..., Business Strategy, New Business Development, Software Engineering, Lean Sigma, Contract Management, Business Analysis, Requirements Management, Strategic Planning, Strategic Thinking, PMP
Education
Mary Washington College 1997 — 2001
Bachelor of Science (BS), Computer Science
University of Maryland University College
AREVA NP January 2013 - Present
AREVA NP January 2012 - Present
AREVA NP October 2011 - Present
AREVA NP June 2009 - December 2011
AREVA NP October 2008 - December 2011
AREVA NP October 2008 - December 2011
AREVA NP March 2008 - October 2008
AREVA NP July 2007 - February 2008
Randolph College January 2005 - July 2007
Financial Designs Ltd. August 2001 - December 2005
Skills
Nuclear Energy, Nuclear, Project Execution, Project Control, Proposal Management, Project Portfolio..., Business Strategy, New Business Development, Software Engineering, Lean Sigma, Contract Management, Business Analysis, Requirements Management, Strategic Planning, Strategic Thinking, PMP
Education
Mary Washington College 1997 — 2001
Bachelor of Science (BS), Computer Science
University of Maryland University College
Karen Cecile's Financial Designs Ltd. Experience November 1992 - Present
Job Chief Operating Officer, Financial Designs Ltd.
Industry Financial Services
Experience
Financial Designs Ltd. November 1992 - Present
Griffith Centers for Children November 2009 - December 2011
Skills
Strategic Planning, Leadership, Strategy, Start-ups, Business Development, Business Planning, Management, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 2001 — 2003
Executive MBA, Business/Finance/Marketing
The Ohio State University 1978 — 1979
M.A., Psychology
Syracuse University 1975 — 1978
B.A., Psychology
Financial Designs Ltd. November 1992 - Present
Griffith Centers for Children November 2009 - December 2011
Skills
Strategic Planning, Leadership, Strategy, Start-ups, Business Development, Business Planning, Management, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 2001 — 2003
Executive MBA, Business/Finance/Marketing
The Ohio State University 1978 — 1979
M.A., Psychology
Syracuse University 1975 — 1978
B.A., Psychology
Jan Mock's Financial Designs Ltd. Experience February 1995 - April 2002
Job Senior Account Executive at Cobecon
Industry Insurance
Experience
Cobecon September 2008 - Present
Moxie's Bar & Grill April 2002 - 2008
Financial Designs, LTD February 1995 - April 2002
Grant Nelson Group January 1991 - January 1995
Skills
Group Medical, Plan Design, Group Benefits, Cafeteria Plans, Dental, Wellness Programs, Employee Benefits, Group Health, Flexible Spending..., Benefits Communication, PPO, EAP, Benefits Strategy, Health Insurance, Plan Administration, Health Savings Accounts, Disability Insurance, Benefits, Health Plans, HMO, Open Enrollment, Renewals, Brokers, Insurance, COBRA, Internal Communications, ERISA, Benefits Administration, Health, HIPAA, Disease Management, Corporate Benefits, Dentistry, Accident, Employee Wellness..., Life Insurance, Long-term Care, 401k, Workers Compensation, Term Life Insurance, Underwriting, Claim, Medicare Part D, Human Resources, Managed Care, Commercial Insurance, Medicare, Training, Property & Casualty..., Compliance
Education
University of Colorado Boulder
Math, Science
Cobecon September 2008 - Present
Moxie's Bar & Grill April 2002 - 2008
Financial Designs, LTD February 1995 - April 2002
Grant Nelson Group January 1991 - January 1995
Skills
Group Medical, Plan Design, Group Benefits, Cafeteria Plans, Dental, Wellness Programs, Employee Benefits, Group Health, Flexible Spending..., Benefits Communication, PPO, EAP, Benefits Strategy, Health Insurance, Plan Administration, Health Savings Accounts, Disability Insurance, Benefits, Health Plans, HMO, Open Enrollment, Renewals, Brokers, Insurance, COBRA, Internal Communications, ERISA, Benefits Administration, Health, HIPAA, Disease Management, Corporate Benefits, Dentistry, Accident, Employee Wellness..., Life Insurance, Long-term Care, 401k, Workers Compensation, Term Life Insurance, Underwriting, Claim, Medicare Part D, Human Resources, Managed Care, Commercial Insurance, Medicare, Training, Property & Casualty..., Compliance
Education
University of Colorado Boulder
Math, Science
Catherine Runge's Financial Designs Ltd. Experience June 1999 - February 2005
Job Assistant Vice President at First Western Trust Bank
Industry Banking
Experience
First Western Trust March 2005 - Present
First Western Capital Management March 2005 - Present
First Western Trust March 2005 - Present
Financial Designs, Ltd June 1999 - February 2005
The Longmont Group June 1998 - June 1999
Great-West Life & Annuity September 1996 - May 1998
OppenheimerFunds 1995 - 1997
Skills
Wealth Management, Private Banking, Banking, Investments, Credit, Insurance, Insurance Planning, Insurance Law, Sales, Management, Estate Planning, Life Insurance, Customer Service, Strategic Planning, Financial Planners, Wealth Management..., Analysis
Education
Colorado State University 1989 — 1993
BS, Psychology
The American College 2009 — 2011
CLU, CLU
Rangeview High School
First Western Trust March 2005 - Present
First Western Capital Management March 2005 - Present
First Western Trust March 2005 - Present
Financial Designs, Ltd June 1999 - February 2005
The Longmont Group June 1998 - June 1999
Great-West Life & Annuity September 1996 - May 1998
OppenheimerFunds 1995 - 1997
Skills
Wealth Management, Private Banking, Banking, Investments, Credit, Insurance, Insurance Planning, Insurance Law, Sales, Management, Estate Planning, Life Insurance, Customer Service, Strategic Planning, Financial Planners, Wealth Management..., Analysis
Education
Colorado State University 1989 — 1993
BS, Psychology
The American College 2009 — 2011
CLU, CLU
Rangeview High School
Marc Neely's Financial Designs Ltd. Experience 2001 - 2003
Job Vice President, Sales and Service at Aetna
Industry Insurance
Experience
Aetna 2013 - Present
Cigna 2008 - 2013
Great-West Healthcare 2006 - 2008
Great-West Healthcare 2004 - 2006
Financial Designs, Ltd 2001 - 2003
Skills
Health Insurance, Insurance, Employee Benefits, Health Savings Accounts, Healthcare, Underwriting, Strategic Planning, Process Improvement, Managed Care, Sales Management, Executive Management, Team Building, Brokers, Sales Operations, Team Leadership, Cross Functional Team..., Department Budgeting, Salesforce.com, Sales forecasting, Employee Wellness, Recruiting, Collaborative Leadership, SAP R/3, Sales training
Education
University of Colorado at Boulder 1983 — 1987
Bachelor's degree, International Affairs
Aetna 2013 - Present
Cigna 2008 - 2013
Great-West Healthcare 2006 - 2008
Great-West Healthcare 2004 - 2006
Financial Designs, Ltd 2001 - 2003
Skills
Health Insurance, Insurance, Employee Benefits, Health Savings Accounts, Healthcare, Underwriting, Strategic Planning, Process Improvement, Managed Care, Sales Management, Executive Management, Team Building, Brokers, Sales Operations, Team Leadership, Cross Functional Team..., Department Budgeting, Salesforce.com, Sales forecasting, Employee Wellness, Recruiting, Collaborative Leadership, SAP R/3, Sales training
Education
University of Colorado at Boulder 1983 — 1987
Bachelor's degree, International Affairs
Crispin Sargent's Financial Designs Ltd. Experience 1983 - 1988
Job Principal at CS AdvoCare, Inc.
Industry Insurance
Experience
CS AdvoCare, Inc. 1987 - Present
Financial Designs Ltd. 1983 - 1988
Hartland Publications 1981 - 1983
Skills
Insurance, Strategic Planning, Health Insurance, Employee Benefits, Risk Management, Underwriting, Business Strategy, Project Management, Retirement Benefits, Social Security, Medicare, Conservatorships, Powers of Attorney, Trustee, personal representative, Seminars, Senior Benefits, Accounting, Bookkeeping, Consulting
Education
Lake Erie College
Bachelor's Degree, Political Science and Education
Northwestern State University
Graduate Study in Education
University of Denver
Certificate in Gerontology
University of Denver
Mediation Training
CS AdvoCare, Inc. 1987 - Present
Financial Designs Ltd. 1983 - 1988
Hartland Publications 1981 - 1983
Skills
Insurance, Strategic Planning, Health Insurance, Employee Benefits, Risk Management, Underwriting, Business Strategy, Project Management, Retirement Benefits, Social Security, Medicare, Conservatorships, Powers of Attorney, Trustee, personal representative, Seminars, Senior Benefits, Accounting, Bookkeeping, Consulting
Education
Lake Erie College
Bachelor's Degree, Political Science and Education
Northwestern State University
Graduate Study in Education
University of Denver
Certificate in Gerontology
University of Denver
Mediation Training
Donna Zach's Financial Designs Ltd. Experience May 2015 - Present
Job Senior Plan Design Manager at Financial Designs Ltd.
Industry Insurance
Experience
Financial Designs Ltd. May 2015 - Present
SilverStone Group May 1994 - April 2015
Skills
Insurance, Retirement, Life Insurance, Disability Insurance, Non-Qualifed Plans
Education
The American College
ChFC, Insurance/Finance
University of Nebraska-Lincoln
Bachelor of Business Administration (BBA), Finance
Financial Designs Ltd. May 2015 - Present
SilverStone Group May 1994 - April 2015
Skills
Insurance, Retirement, Life Insurance, Disability Insurance, Non-Qualifed Plans
Education
The American College
ChFC, Insurance/Finance
University of Nebraska-Lincoln
Bachelor of Business Administration (BBA), Finance