Fiserv Investment Support Services
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Fiserv Investment Support Services Employees
Nelnet Diversified Solutions September 2014 - Present
PENSCO Trust Company October 2013 - September 2014
PENSCO Trust Company July 2010 - October 2013
Lincoln Trust Company January 2009 - July 2010
Lincoln Trust Company January 2007 - July 2010
Fiserv 2007 - 2008
Fiserv Iss June 2006 - November 2007
Fiserv Iss November 2005 - January 2007
Fiserv Investment Support Services January 2006 - June 2006
Skills
SQL, Finance, Mutual Funds, Securities, Banking, Visio, Insurance, Process Improvement, Software Documentation, Business Analysis, Project Management, Requirements Gathering, Testing, Agile Methodologies, Scrum, Management, Sprint Planning, Leadership
Education
University of Hawaii at Hilo 2003 — 2004
BS, Finance, General
Metropolitan State College of Denver 1999 — 2004
B.S., Finance
Pomona Highschool 1995 — 1999
General Studies, General Studies
Statebridge Company October 2010 - Present
Aurora Loan Services December 2008 - December 2010
Fiserv Investment Support Services 2005 - 2008
Charles Schwab January 1997 - May 2005
Skills
Process Improvement, Risk Management, Leadership, Financial Services, Loss Mitigation, Change Management, Analysis, Negotiation, Customer Service, Finance, Loan Servicing, Loans, Call Centers, Banking, Management, Insurance, Credit
Education
University of Phoenix 2001 — 2005
BS
Allied Global Services February 2012 - Present
Nordstrom October 2007 - February 2012
Fiserv Investment Support Services July 1997 - September 2007
Education
Regis University
Bachelor of Science, Business Administration with a emphasis in Finance
Innovest Systems, LLC January 2006 - Present
State Street WMS July 2004 - December 2005
Fiserv Investment Support Services May 1995 - June 2004
Skills
Business Analysis, Integration, Product Management, Financial Services, Business Process, Management, Wealth Management, Mutual Funds, Banking, Analysis, Process Improvement, Securities, Risk Management, Business Strategy, Business Development, Charitable Trusts, IRAs, Trusts, Start-ups, Entrepreneurship, Information Technology, Consulting, Workflow Management, Cost Benefit, Cost Reduction, Revenue Assurance, Client Relations, SaaS, Client Expectations..., Technical Writing, CRM, Business Process..., Leadership
Education
Fort Lewis College 1990 — 1994
BA, Business Administration / Finance
Pulte Mortgage October 2012 - Present
TEKsystems August 2012 - September 2012
Aurora Bank FSB June 2010 - July 2012
TEKsystems January 2010 - June 2010
Amdocs March 2008 - December 2009
Fiserv Investment Support Services April 2007 - February 2008
Fiserv Investment Support Services 2004 - 2006
First Trust 2002 - 2004
Skills
Excel, Visio, User Acceptance Testing, Waterfall, Customer Relations, Word, Access, PowerPoint, Outlook, SQL Server, Data Analysis, Team Building, Business Acumen, Wire Framing, Business Analysis, Agile, Requirements Analysis, Documentation, SharePoint, Agile Methodologies, Software Documentation, Integration, SDLC, Requirements Gathering, Microsoft SQL Server, Databases, Financial Services, MS Project, Analysis, Business Requirements, Software Development, Quality Assurance, Project Management, Scrum, Testing, Vendor Management, Process Improvement
Education
University of Northern Colorado 1985 — 1990
Bachelor of Arts (B.A.), Economics
Science of Mind Magazine February 2014 - Present
Divine Spark Living July 2010 - Present
Momentum Markeing & Public Relations August 2008 - Present
Centers for Spiritual Living January 2013 - January 2014
Science of Mind magazine March 2011 - 2014
Fiserv Investment Support Services, a Fortune 500 company 2005 - 2008
Fiserv Investment Support Services January 2003 - May 2005
Resources Trust Company November 2000 - January 2003
TT Publications 1989 - 2000
Skills
Public Relations, Social Media Marketing, Copywriting, Social Media, Editing, Public Speaking, Event Planning, Marketing, Online Advertising, Internal Communications, Content Management, SEO, Blogging, Media Relations, Integrated Marketing, Leadership, Project Management, Training, Proofreading, Press Releases, Corporate Communications, Strategy, Advertising, Brand Development, Management, Journalism, Strategic Planning, Interviews, Social Networking, Publications, Publishing
Education
United Centers of Spiritual Living 2008 — 2010
Religious Science Practitioner, Religious Science
Florida International University 1980 — 1982
Bachelor of Science, communications
PENSCO Trust Company September 2012 - Present
Wells Fargo January 2012 - September 2012
Charles Schwab June 2010 - January 2012
Trust Administration Services December 2005 - April 2009
Fiserv Investment Support Services July 2004 - November 2005
Skills
Compliance, Customer Relations, Customer Service, Insurance, Process Improvement, Mutual Funds, Accounting, Auditing, Financial Services, Investments, Banking, Risk Management, Training, Finance, Call Centers
Education
Regis University 2011 — 2014
Bachelor's Degree, Accounting, 3.74
University of North Texas 1995 — 1998
M.A.N.S. Associates November 2013 - Present
Denver Public Schools April 2008 - 2013
Fiserv Investment Support Services June 1997 - April 2008
Fiserv ISS 1998 - 2008
Skills
Employee Relations, Training, Staff Development, Recruiting, Nonprofits, Public Speaking, Human Resources, Leadership Development, Leadership, Management, Team Building, Performance Management, Organizational..., Conflict Resolution, Coaching, Talent Management, Succession Planning, Employee Engagement, Employee Training, Onboarding, Employee Benefits, Deferred Compensation, Benefits Administration, College Recruiting, Interviews, Talent Acquisition, Career Counseling, New Hire Orientations, Workshop Facilitation, Organizational..., Policy, Resume Writing, HRIS
Education
Colorado State University
Master of Science (M.S.), Organizational Leadership
Metropolitan State University of Denver
Bachelor of Science (B.S.), Social Work
AWS Chippewa Falls May 2007 - Present
FISERV Investment Support Services March 2000 - August 2005
Kinko's 1997 - 2000
Skills
Project Management, Process Improvement, Troubleshooting, Business Analysis, Windows, SQL, New Business Development, Testing, Microsoft SQL Server, HTML, Negotiation, Software Development
Education
Chippewa Valley Technical College 2007 — 2012
Associate's degree
TIAA 2012 - Present
TIAA-CREF January 2011 - December 2012
TIAA-CREF September 2007 - February 2010
Fiserv Investment Support Services December 2006 - August 2007
Fiserv Investment Support Services March 2005 - March 2006
Fiserv Investment Support Services January 2002 - March 2005
Fiserv Investment Support Services March 2000 - January 2002
Fiserv Investment Support Services March 1997 - March 2000
Skills
Business Continuity, Process Mapping, Data Mapping, Visio, Business Analysis, Disaster Recovery, Business Requirements, Requirements Analysis, SharePoint, Requirements Gathering, Process Improvement, Waterfall, Software Project..., Business Process..., Project Coordination, Test Data, System Testing, Agile Methodologies, Management, Financial Services, Leadership, Analysis, Business Process Mapping
Education
Capella University 2009 — 2013
Bachelor of Science (B.S.), Business - Management & Leadership, 3.967
Bow Basin High School 1981 — 1987
Lipper, A Thomson Reuters Company March 2014 - Present
charlesSchwab April 2013 - November 2013
Broadridge April 2011 - January 2013
DaVita July 2010 - March 2011
W2 contracts January 2009 - May 2010
Western Union May 2007 - December 2008
Fiserv Investment Support Services November 2006 - March 2007
Great-West Life August 2006 - November 2006
iBeta Quality Assurance August 2005 - July 2006
IBM / Franklin Templeton Investments April 2004 - August 2005
Skills
Business Analysis, Testing, Quality Assurance, User Acceptance Testing, Requirements Analysis, SDLC, Quality Center, Agile Methodologies
Education
University of Colorado Denver
Business Administration
University of Minnesota-Twin Cities
BA, Sociology, Business
University of Wisconsin-Madison
MA, Social Sciences
Nyhart January 2014 - Present
Margaux Inc May 2010 - August 2013
Financial Planning Association March 2012 - December 2012
TD Ameritrade Institutional January 2008 - April 2010
Fiserv Investment Support Services December 2006 - March 2008
Fiserv Trust Company 2004 - 2007
Fiserv Investment Support Services January 2002 - December 2006
First Trust Corporation March 2001 - December 2002
First Trust Corporation September 1999 - February 2001
Skills
Strategic Consulting, New Business Development, Retirement Plans, 401k, Wealth Management, Financial Services, Asset Managment, Asset Allocation, Strategic Financial..., Relationship Management, Retirement Planning, Employee Benefits, Strategic Planning, Financial Advisory, Defined Benefit, Management, Business Development, CRM, Pensions, Leadership, Entrepreneurship, Securities, Strategic Partnerships, Small Business, Asset Management, Process Improvement, Finance, Mutual Funds, Financial Planning
Education
Bucknell University 1989 — 1992
Economics, Developmental Global Economics
Atlas Construction Supply August 2011 - Present
Fiserv Investment Support Services April 1992 - July 2008
Patent Scaffolding (K.C. Construction Supply) February 1978 - March 1984
Skills
Building Materials, Construction, Contract Management, Contract Negotiation, Construction Management, Concrete, Customer Service, Microsoft Office, Microsoft Excel, Operations Management, Warehouse Management, Manufacturing...
Education
Sage 2009 — 2010
Ground Transportation
Community College of Denver 1980 — 1982
Brown Brothers Harriman November 2010 - Present
ALPFA Denver Chapter January 2014 - December 2014
Fiserv Investment Support Services February 2006 - December 2009
Swissport September 2002 - January 2006
Mexicana Airlines September 1995 - August 2002
Skills
Performance Management, Employee Relations, Recruiting, Employee Training, Human Resources, Strategic Planning, Start-ups, Organizational..., Talent Management, Leadership Development, Coaching, Change Management, Training, Employee Engagement, Benefits Administration, Process Improvement, Team Building, Management, Leadership, Analysis, Personnel Management, Strategy, Workforce Planning, HR Policies, Mergers, Onboarding, Talent Acquisition, Succession Planning, Business Strategy, Organizational..., Organizational Design, Executive Coaching, Culture Change, Career Development, Sourcing, Interviews, Applicant Tracking..., HR Consulting, Workshop Facilitation, Management Development, New Hire Orientations, PeopleSoft, Conflict Resolution, Compensation, Payroll, Employer Branding, Finance, Performance Appraisal, Management Consulting, Training Delivery
Education
Colorado State University 2009 — 2011
Executive MBA, Business Administration, Management and Operations
Universidad de Buenos Aires 1984 — 1988
BA, Public Relations, Advertising, and Applied Communication
California State Assembly June 2014 - Present
Burt's Web Consulting Services August 2011 - Present
California State Senate February 2011 - May 2014
Faith & Freedom Coalition of Colorado May 2010 - October 2010
Veritas Consulting, LLC March 2009 - April 2010
Weekly Plus, Inc. August 2009 - December 2009
State of Colorado January 2009 - May 2009
U.S. Representative Marilyn Musgrave February 2005 - December 2008
Fiserv Investment Support Services September 2000 - January 2004
Brighton Standard-Blade September 1997 - September 2000
Skills
Public Speaking, Public Relations, Office Management, Grassroots Lobbying, Newsletters, Event Planning, Press Releases, Sales, Media Relations, Graphic Design, Fundraising, Social Media, Government, Facebook, Nonprofits, Editing, Leadership, Photography, Social Networking, Customer Service, Email Marketing, Public Policy, Copywriting, Direct Marketing, Strategic Communications, Online Advertising, Community Development, Political Campaigns, Editorial, Strategic Planning, Blogging, Marketing Communications, Online Marketing, Photoshop, Web Design, Community Outreach, Politics, Crisis Communications, Marketing, WordPress, Newspapers, Event Management, Social Media Marketing, Journalism, Legislative Relations, Marketing Strategy, Research, Training, Small Business, Storytelling
Education
Regent University 1993 — 1997
MA / MA, Journalism / Public Policy
University of the Nations 1987 — 1990
BA, Communication Arts
Mission Viejo High School 1982 — 1986
D+H March 2011 - Present
Arrow Electronics 2009 - March 2011
Great-West Retirement Services January 2008 - September 2008
Fiserv Investment Support Services January 2003 - December 2006
Lincoln Trust Company January 1999 - December 2002
Trust Company of America April 1996 - December 1998
Resources Trust Company 1985 - 1996
Education
Regis University 2004 — 2009
Business Administration
Certified Product Manager and Product Marketing Manager
Association of International Product Marketing and Management
FINRA Series 6 License
Entrust Datacard September 2014 - Present
Elevate Life Church July 2007 - Present
Hewlett-Packard February 2014 - September 2014
Architel January 2013 - October 2013
Apex Systems & Technology Solutions February 2012 - May 2012
Imperial Casualty and Indemnity Company November 2006 - April 2011
Fiserv Investment Support Services May 1998 - March 2006
Information Handling Services March 1984 - May 1998
Skills
Team Leadership, Coaching, ITIL, Leadership, Disaster Recovery, Business Analysis, Data Center, SharePoint, Vendor Management, Process Improvement, Software Documentation, IT Operations, Program Management, Visio, Project Management, Active Directory, PMBOK, SaaS, IaaS, Cloud Computing, Management, CRM, Strategy, Network Security, Windows, Troubleshooting, Testing, Security, Integration, Call Centers, Risk Management, Windows Server, Agile Methodologies, Training, Customer Service, Databases, System Administration, IT Management, Telecommunications, SDLC, Business Process..., IT Service Management, Business Intelligence, Budgets, IT Strategy, Enterprise Architecture, PMO, Software Project..., Information Technology
Education
ITCS 2012 — 2012
PMP Certification
Thought Rock 2011 — 2011
ITIL v3 Foundation Certificate
University of Phoenix 1995 — 1998
Information Systems
CUNA Mutual Group May 2011 - Present
Adams Bank & Trust February 2007 - May 2011
Fiserv Investment Support Services 2006 - 2007
CUNA Mutual Group February 2003 - March 2006
CUNA Mutual Group February 2000 - February 2003
State Farm November 1997 - February 2000
Matanuska Valley Federal Credit Union November 1987 - November 1997
Skills
Coaching, Training, Instructional Design, Program Management, Business Development, Instructor-led Training, Management, Leadership Development, Adult Education, Marketing, E-Learning, Sales, Team Building, Sales Management, Insurance, Performance Management, Leadership, CRM, Budgets, Employee Training, Organizational..., Training Delivery
Education
University of Nebraska at Kearney
BA, Education, Foreign Language
US Bank May 2012 - Present
US Bank September 2006 - Present
U. S. Bank September 2006 - May 2012
Fiserv Investment Support Services June 2004 - September 2006
Skills
Recruiting, Account Management, Team Building, Budgets, Strategic Planning, Sales Management, Negotiation, Financial Analysis, Risk Management, Microsoft Office, Finance, Business Analysis, Insurance, Microsoft Excel, Marketing, Process Improvement, Credit, Real Estate, Team Leadership, Loans, Banking, Management, Credit Analysis, Commercial Banking, Small Business Lending
Education
North Dakota State University 1994 — 1998
BS Apparel Science, Textiles, Business and Communication
Hewlett-Packard February 2010 - Present
Fiserv Investment Support Services February 2008 - November 2009
Jeppesen ( a Boeing Company) November 2005 - January 2008
Stecosa Systems (1099 corp-to-corp via Retreon, Inc.) June 2004 - November 2005
Intrado November 2001 - December 2003
Mapquest.com March 1999 - September 2001
Skills
SQL, XML, Object Oriented Design, Architecture, JavaScript, JSP, C++, C, T-SQL, Database Design, HTML, ColdFusion, Agile Methodologies, Software Development, Testing, Software Engineering, Databases, Oracle, Microsoft SQL Server, Linux, Java, Software Design, Software Project..., Enterprise Software, PL/SQL, Business Process, Integration, PMP, Scrum
Education
University of Colorado 1991 — 1999
MS, Computer Science
Devry Institute of Technology 1979 — 1983
BS, Electronics Engineering Technology
AMG National Trust Bank April 2008 - Present
APEX Taekwondo Academy 2006 - Present
AMG National Trust Bank August 2012 - August 2013
Fiserv Investment Support Services January 2007 - April 2008
MetLife June 2000 - January 2007
Metropolitan Life Insurance Co 2000 - 2006
Foley's Department Stores May 1994 - June 2000
Peter Piper Pizza October 1990 - May 1994
Skills
Leadership, Performance Management, Metrics, Process Improvement, Training, Management, Analysis, Sales, Marketing, Software Documentation, Business Planning, Marketing Strategy, Team Leadership, Strategic Financial..., Finance, Coaching, Call Centers, Financial Analysis, Customer Service, Data Analysis, Business Process, Time Management, Risk Management, Banking, Investments, Mutual Funds, Insurance
Education
University of Colorado Colorado Springs 1990 — 2004
BS, Marketing
Harrison High School 1985 — 1989
n/a, general
ABA Compliance School
Exempla Healthcare January 2010 - Present
Good Samaritan Hospital January 2010 - Present
Fiserv Investment Support Services January 2006 - January 2009
Fiserv ISS January 2005 - January 2006
Fiserv ISS November 2003 - January 2005
FTC January 2001 - November 2003
First Trust Corp July 1999 - January 2001
First Trust Corporation March 1997 - July 1999
FTC June 1990 - March 1997
Education
University of Colorado Denver 1995 — 1998
MBA
Western State Colorado University 1979 — 1983
BA
Metrolist April 2014 - Present
Adecco Engineering & IT February 2013 - April 2014
Investment Management Consultants Association August 2010 - December 2012
Pearson eCollege September 2007 - August 2010
Fiserv Investment Support Services October 2004 - August 2007
Charles Schwab Financial Services September 2003 - May 2004
InfoSpi.com – Background screening company February 2001 - December 2003
Skills
Event Management, Budgeting, Problem Solving, Event Planning, Budget Management, Product Development, Product Management, Educational Technology, Product Marketing, Public Speaking, Budgets, Marketing Strategy, Marketing, Business Development, Program Management, Management, Nonprofits, Team Leadership, Social Media, Cross-functional Team..., Social Media Marketing, Market Research, Negotiation, Customer Service, Lead Generation, Project Management, Contract Negotiation, New Business Development
Education
NP Learning LLC - PDMA Master Trainers 2012 — 2012
New Product Development Learning and Certification Workshop (32 hours)
Park University 2000 — 2002
Bachelors of Science, Management and Marketing
Palomar College 1997 — 2000
Associate of Arts in Business Management, Business Management
El Capitan High School 1989 — 1993
Visa May 2015 - Present
Visa February 2011 - May 2015
Elavon October 2007 - February 2011
Northrop Grumman Information Technology May 2007 - October 2007
Fiserv Investment Support Services July 2006 - May 2007
Verizon Business May 2004 - July 2006
Northrop Grumman Information Technology - TASC May 2000 - April 2005
Skills
Electronic Payment..., Business Analysis, Debit Cards, Transaction Processing, Payment Card Processing, Payment Gateways, Mobile Communications, Software Documentation, RoboHelp, Analysis, Training, Technical Documentation, Technical Writing, XML, Technical Communication, SharePoint, Online Help, Captivate, Management
Education
University of Colorado Boulder 1992 — 1996
Business Administration, Finance, Marketing, Entrepreneurship and Small Business Management
Nordstrom February 2014 - Present
Innovest Systems, LLC September 2006 - February 2014
Fiserv Investment Support Services October 1999 - September 2006
Fiserv ISS October 1999 - September 2006
First Trust Corporation 1999 - 2006
Fiserv ISS October 1999 - July 2004
Skills
Project Planning, Visio, MS Project, Process Improvement, Vendor Management, Integration, Business Analysis, Requirements Analysis, Requirements Gathering, Project Management, Program Management, Financial Services, Data Analysis, Analysis, Business Process, Risk Management, Management, SDLC
Education
University of Phoenix 2005 — 2006
MAE Educational Counseling, Counseling
Luther College 1995 — 1999
Bachelor of Arts, Psychology
Schwab Charitable November 2014 - Present
Charles Schwab November 2007 - Present
Fiserv Investment Support Services May 2006 - November 2007
Skills
Customer Service, Banking, Outlook, Strategic Planning, Microsoft Excel, Community Outreach, Singing, Back Office, Account Reconciliation, Training Delivery, Youth Mentoring, Leadership Development, Non-profit Volunteer, Microsoft Office, Outstanding..., Bloomberg, Financial Risk, Interviews, Project Management, Quality Assurance, Risk Assessment, Social Media, Procedure Development, Procedure Review, Financial Services, Event Planning, Public Relations, Philanthropy, Diversity & Inclusion, Diversity Program..., Alumni Relations, Business Process..., Team Building, Change Management, PowerPoint, Leadership, Mutual Funds, Program Management, Analysis, Research
Education
Regis University 2010 — 2011
Master of Business Administration (M.B.A.), Strategic Management
Tuskegee University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
George Washinton High School 1998 — 2001
Diploma, Computer Magnet Program
TD Ameritrade Institutional February 2008 - Present
Fiserv Investment Support Services June 2001 - February 2008
Skills
Series 7, series 63, FINRA, Wealth Management, Selling, Securities, Alternative Investments, Series 63, Investment Advisory, Investments, Series 24, Business Development, Account Management, Equities, Mutual Funds, Strategic Financial..., Series 65, Asset Allocation, Retirement Planning, Financial Analysis, Asset Management, Risk Management, 401k, Retirement, Uniform Combined State..., Portfolio Management
Education
University of Colorado Denver 2004 — 2008
Bachelor of Science, Finance
Charles Schwab July 2015 - Present
Bank of the West December 2012 - July 2015
A&I Financial Services August 2011 - December 2012
Trust Company of America June 2009 - August 2011
Fiserv Investment Support Services/ Trust Industrial Bank/ Lincoln Trust Co. June 2008 - June 2009
Fiserv Investment Support Services June 2007 - June 2008
Fiserv Investment Support Services July 2006 - June 2007
Pacific Investment Management Company (PIMCO Funds) July 2004 - July 2006
Peak Business Brokers August 2002 - June 2004
Murphree Colorado CAPCO (Certified Capital Company) January 2003 - May 2003
Skills
Trading, Client Care, Invoicing, Customer Relations, Customer Service, Problem Solving, Microsoft Office, Series 7, Strategic Planning, Securities, Finance, Mutual Funds, Budgets, Portfolio Management, Financial Services
Education
University of Phoenix 2006 — 2007
Masters, Business Administration
University of Colorado Colorado Springs 2000 — 2004
Bachelors of Science, Accounting and Finance
Charles Schwab March 2014 - Present
Trust Services at Charles Schwab April 2013 - March 2014
Randstad Managed Services February 2012 - December 2012
CORESTAFF Services September 2011 - February 2012
Randstad Managed Services February 2010 - August 2011
SHERMAN & HOWARD, LLC May 2009 - October 2009
Lakeshore Staffing March 2009 - May 2009
FISERV INVESTMENT SUPPORT SERVICES 2005 - 2008
Fiserv Investment Support Services 1999 - 2005
Fiserv Investment Support Services/First Trust Company 1997 - 1999
Skills
Process Improvement, Financial Services, Back Office, Securities, Investments, Problem Solving, Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, MS Excel Pivot Tables, SQL, FTP software, Global Plus, MS Project
Education
University of Colorado at Denver 1986 — 1990
Bachelor of Arts (BA), History
University of Colorado
BA, History
Marshall Enterprises June 2011 - Present
First National Bank of Omaha May 2009 - June 2011
Fiserv Investment Support Services 2000 - January 2009
Fiserv Investment Support Services 2001 - 2002
Fiserv Investment Support Services 2000 - 2001
Fiserv Investment Support Services 2000 - 2000
CBIZ 1996 - 2000
Skills
Process Improvement, Business Analysis, Vendor Management
Education
Colorado State University 2000 — 2002
Citigroup August 2013 - Present
Ocwen October 2011 - July 2012
Wells Fargo Advisors October 2008 - October 2011
Wachovia Securities, LLC April 2008 - September 2008
Wachovia Securities, LLC October 2006 - March 2008
Fiserv Investment Support Services July 2004 - August 2006
Bates Financial Securities, Inc. June 2003 - August 2003
Berean Capital June 2003 - June 2003
Walt Disney World January 2002 - August 2002
Skills
Excel, Access, Crystal Reports, Beta, Bloomberg Terminal, IRISWeb, General Ledger..., Account Reconciliation, SmartStation, Visual Basic, PowerPoint, Visio, C++, Linux, Pivot Tables, Vlookup, Business Requirements, Systems Conversions, Metrics, Tax Reporting, Banking, Customer Relations, Process Improvement, Customer Service, Operations Management, Microsoft Office, Securities, Investments, Microsoft Excel
Education
Webster University 2008 — 2010
Master's, Finance
Denison University 2000 — 2004
Bachelor's, Economics, Computer Science
ePlan Services, Inc. August 2012 - Present
Local Matters, Inc. February 2011 - May 2012
TD Ameritrade January 2009 - February 2011
TD Ameritrade August 2008 - January 2009
TD Ameritrade February 2008 - August 2008
Fiserv Investment Support Services December 2006 - February 2008
Fiserv Investment Support Services May 2005 - December 2006
Fiserv Investment Support Services January 2002 - May 2005
Fiserv Investment Support Services January 1999 - December 2001
Skills
Agile, Scrum, Kanban, Agile Methodologies, SQL, Coaching, Collaborative Problem..., Analytics, Software Development, User Acceptance Testing, Process Improvement, Requirements Analysis, Project Management, Business Intelligence, Analysis, Leadership, Agile Project Management, SDLC, Requirements Gathering, Software Project...
Education
University of Denver 2000 — 2004
MS, Computer Information Systems
University of Colorado Boulder 1989 — 1993
BA, Economics
RMHS
Charles Schwab August 2011 - Present
TD Ameritrade March 2008 - August 2011
Fiserv Investment Support Services March 2001 - March 2008
Harland Financial Inc. March 2000 - December 2000
Skills
Agile Methodologies, Business Analysis, Software Project..., SDLC, Requirements Analysis, Software Development, Scrum, Microsoft SQL Server
Education
University of North Florida 1986 — 1988
BA, Criminal Justice and Administration
TIAA-CREF 2013 - Present
TIAA-CREF February 1998 - Present
Liberty Funds Group 1994 - 1998
Fiserv Investment Support Services 1989 - 1994
Skills
Project Management, Leadership Development, Financial Services, Securities, Series 7, Mutual Funds, Process Improvement, Investments, Risk Management, Series 63, Program Management, Asset Management
Education
University of Colorado Denver 2001 — 2003
Masters of Science, Technical Communication
Wharton School, University of Pennsylvania
FINRA Certified Regulatory and Compliance Professional
Norgren April 2011 - Present
TD Ameritrade 2008 - April 2011
TD Ameritrade Trust Company July 2006 - April 2011
Fiserv Investment Support Services 2005 - 2008
J.P.Morgan Chase 2004 - 2006
EDS Advanced Solutions 1999 - 2003
Skills
Servers, Active Directory, Windows Server, System Administration, DNS, DHCP, Microsoft Exchange, Security, Troubleshooting, Operating Systems, Hardware, Microsoft SQL Server, IIS, Windows, Software Installation, Data Center, Disaster Recovery, Vendor Management
Education
University of Nevada-Las Vegas 1983 — 1983
TD Ameritrade January 2012 - Present
TD Ameritrade March 2008 - January 2012
Fiserv March 2006 - March 2008
Fiserv Investment Support Services January 2001 - March 2006
First Trust September 1998 - January 2001
National Farmers Union Insurance 1992 - 1998
BG Maintence Mangement March 1990 - 1992
Skills
Business Analysis, Disaster Recovery, Process Improvement, SharePoint, Visio, Windows Server, Customer Service, Software Documentation, Data Center, Process Management, Testing, Vendor Management, Operating Systems, Unix, IBM AIX, SDLC
Education
Metropolitan State University of Denver 1990 — 1993
ProLink Solutions November 2010 - Present
ProLink Solutions November 2008 - February 2012
ProLink Solutions 2009 - 2010
eBags February 2006 - November 2008
Fiserv ISS February 1990 - January 2007
Fiserv Investment Support Services 1999 - 2007
Resources Trust Company 1990 - 2000
Skills
Management, Training, Project Management, Agile Methodologies, Business Analysis, SDLC, Software Project..., Process Improvement, Account Management, Visio, Requirements Analysis, Scrum, Program Management, Product Management, Software Development, ASP.NET, .NET
Education
University of Nevada-Las Vegas
Fiserv Investment Support Services Systems AnalystLincoln Trust Company2006 - Present
FiservISS 2005 - Present
Fiserv ISS 1981 - Present
Fiserv/ First Trust Corporation 1981 - Present
Fiserv 1981 - Present
Fiserv Investment Support Services January 2001 - January 2005
Education
Community College of Denver 1975 — 1978
Associates of Arts, Business Management
Ball Corporation November 2010 - Present
Lincoln Trust Company April 2007 - January 2011
Fiserv Investment Support Services August 2004 - March 2007
ROSBRO June 2000 - August 2004
Education
Metropolitan State University of Denver 2002 — 2004
Bachelor's, Finance
Catholic Health Initiatives November 2012 - Present
Catholic Health Initiatives November 2012 - Present
Verizon Business March 2012 - November 2012
Critigen September 2011 - June 2012
Wells Fargo June 2009 - December 2010
Tech Discover/Dish Network October 2008 - April 2009
TechDiscovery @ EchoStar 2008 - April 2009
TechDiscovery 2008 - 2009
Fiserv ISS April 1998 - August 2008
Fiserv Investment Support Services 1998 - 2007
Skills
SDLC, Visio, Business Analysis, Requirements Analysis, SharePoint, Requirements Gathering, Agile Methodologies, SQL, Vendor Management, Software Project..., Microsoft SQL Server, Business Intelligence, Microsoft Office, Software Documentation, Access
Education
University of Colorado at Denver 2008 — 2009
English/Computer Science
University of Phoenix, online 2006 — 2009
Associates, IT Management
IHS February 2014 - Present
GHX August 2010 - September 2013
GHX July 2009 - August 2010
Fiserv Investment Support Services January 2006 - August 2008
Fiserv Trust Company 2002 - 2006
First Trust Corporation 2000 - 2002
Skills
Software Development, Quality Assurance, SDLC, Change Management, Webmaster Services, E-commerce, Cross-functional Team..., Project Management, Team Building, Vendor Management, Process Improvement, PMP, IT Management, Management, Agile Methodologies, Organizational..., Requirements Analysis, Program Management, SharePoint, PMO, Integration, Software Project..., Scrum, ITIL, Business Analysis, Enterprise Software, Visio, Project Portfolio..., Business Process..., Agile Project Management, Business Process, Requirements Gathering, Certified Scrum Master..., Business Intelligence, Resource Management, IT Strategy, Risk Management, Leadership, MS Project, Software Documentation, Business Requirements, Enterprise Architecture, Waterfall, SaaS, Software Implementation, Disaster Recovery, Governance, User Acceptance Testing, Strategy
Education
PMP Certification
Certified Scrum Professional
Certified ScrumMaster
University of Denver 2000 — 2003
Masters, Technology Management
University of Nebraska-Lincoln 1976 — 1981
Bachelors, Education
Gordon High School
Gordon High School
Scottrade June 2010 - Present
TD Ameritrade November 2008 - June 2010
Fiserv Investment Support Services July 1996 - October 2008
The Bank of Boulder 1990 - September 1995
Education
Colorado State University 1988 — 1990
BA, Political Science
Point Loma College 1982 — 1984
Business Administration and Management, General
ViaWest October 2013 - Present
ViaWest October 2011 - October 2013
TD Ameritrade 2008 - 2011
Fiserv Investment Support Services 2002 - 2008
RESOURCES TRUST COMPANY January 1988 - January 2002
Resources Trust Company 1986 - 1988
Resources Trust Company 1983 - 1986
Skills
Virtualization, VMware, Cloud Computing, VMware ESX, System Administration, Software Development, vSphere, Technical Support, System Deployment, Troubleshooting, Disaster Recovery, Data Center, Servers, SQL, Active Directory, Unix, Windows
Education
Colorado State University 1982 — 1983
BS, Computer Science
PENSCO Trust Company June 2014 - Present
Zonal Retail Data Systems September 2012 - May 2014
ProfitStreams August 2010 - September 2012
Lincoln Trust Company November 2009 - July 2010
Fiserv Investment Support Services April 2007 - July 2010
Dex Media 2004 - 2007
Compuware 2002 - 2004
Company39 2001 - 2002
iXL, Inc 1999 - 2001
First Trust Corporation 1990 - 1999
Skills
Agile Methodologies, Project Management, Software Development, Software Engineering, Software Project..., Enterprise Software, Software Design, Web Development, Web Services, Business Analysis, Analytics, Vendor Management, Management, Scrum, Strategic Planning, IT Strategy, Business Strategy, Mergers & Acquisitions, SharePoint, Start-ups, Process Improvement, Process Simulation, Integration, Oracle, Business Intelligence, SOA, Microsoft SQL Server, Business Development
Education
University of Denver 1997 — 1999
MIS, Computer Information Systems
Arizona State University 1988 — 1990
B.S., Finance
Arizona State University 1988 — 1990
B.S., Real Estate
MG Trust Company June 2013 - Present
TD Ameritrade Trust Company March 2008 - June 2013
Fiserv Investment Support Services April 1996 - March 2008
Invesco 1992 - 1995
Education
Colorado State University 2012 — 2014
Master of Arts (MA), Organizational Leadership
University of Phoenix 2002 — 2005
BS, Business Administration and Management, General
MasterCard November 2012 - Present
Upward Sports, Inc January 2012 - Present
MasterCard August 2010 - November 2012
MasterCard January 2008 - November 2010
MasterCard January 2008 - December 2009
Net-Effects June 2007 - January 2008
Save-a-Lot January 2006 - June 2007
Fiserv ISS 1998 - 2006
Fiserv Investment Support Services 1999 - 2005
Skills
Agile Methodologies, SQL, SDLC, Java Enterprise Edition, Web Services, XML, Websphere, SOA, Microsoft SQL Server, Integration, Software Development, Business Analysis, Business Intelligence, Requirements Analysis, Software Project..., Oracle, Requirements Gathering, DB2, Agile Project Management, Scrum, Unix, Spring, Solution Architecture, Enterprise Architecture, Visio, Databases
Education
University of Denver 1999 — 2002
Masters, Computer Information Systems
Southern Illinois University, Edwardsville 1992 — 1996
Bachelor, Computer Science
Fiserv Investment Support Services Team LeaderAIM Investments2003 - 2006
Education
University of Rochester 1995 — 1999
Computershare US September 2013 - Present
Lincoln Trust Company (formerly Fiserv ISS) 2009 - July 2013
Fiserv Investment Support Services September 2006 - September 2009
Resources Trust Company 1999 - 2006
Skills
Mutual Funds, Series 7, Securities, Business Analysis, Process Improvement, Investments, 401k, Retirement, Banking, Vendor Management, Financial Analysis, Visio, Call Center, Financial Services, Insurance, Finance, Project Management, Analysis, Access, Call Centers, Leadership, Agile Methodologies, SDLC, Management, Outsourcing, Start-ups, Project Planning, Business Process, Budgets
Education
Metropolitan State College of Denver 1993 — 1997
Fiserv Investment Support Services Lead Trust ProcessorFiserv ISS2000 - Present
Education
Kryvyi Rih State Pedagogical Institute 1988 — 1994
Broadridge August 2015 - Present
Pearl Izumi November 2013 - July 2015
PENSCO Trust Company March 2012 - October 2013
Lincoln Trust Company August 2010 - March 2012
Lincoln Trust Company December 2009 - July 2010
Fiserv Investment Support Services June 2000 - November 2009
Skills
Performance Management, Training, Instructional Design, Organizational..., Leadership Development, Benefits Administration, Payroll, Employee Relations, 401k, Process Improvement, Succession Planning, Management, Personnel Management, Recruiting, Human Resources, Onboarding, Talent Management, HRIS, Employee Engagement, Employee Benefits, Workforce Planning, Applicant Tracking..., Employee Training, College Recruiting, FMLA, Talent Acquisition
Education
Colorado State University 2009 — 2011
MS, Organizational Leadership
Regis University 2004 — 2009
BS, Human Resource Management, Communications
Sierra Nevada Corporation May 2008 - Present
SNC 2008 - Present
Fiserv Investment Support Services May 1997 - March 2008
TRW, INC April 1987 - July 1997
Colorado Public School System September 1983 - April 1987
Skills
Visio, Captivate, Adobe Acrobat, SnagIt, RoboHelp, HTML, Outlook, PowerPoint, Dreamweaver, Microsoft Excel, Microsoft Word, FrontPage, VSS, Technical Writing, Software Documentation
Education
University of Northern Colorado 1979 — 1983
BA, Elementary Education
Smoky Hill High School 1976 — 1979
Independent Contractor October 2011 - Present
Eaton, Energy Solutions Group (Formerly EMC Engineers, Inc.) April 2008 - October 2011
Fiserv Investment Support Services May 2001 - October 2004
National Atomic Museum October 1999 - March 2001
Hagler-Bailly Consulting December 1995 - July 1998
Skills
Newsletters, Public Relations, Press Releases, Editing, Proposal Writing, Marketing, Media Relations, Project Management, Event Planning, Copywriting, Event Management, Corporate Communications, Marketing Communications, Research, Non-profits, Marketing Strategy, Fundraising, Microsoft Office, Social Media, Microsoft Excel, Social Media Marketing, Business Development, Internal Communications, PowerPoint, On-air Experience, Nonprofits
Education
The University of New Mexico
Bachelor, Journalism
The University of New Mexico
Journalism/Communications
Envestnet, Inc September 2014 - Present
Envestnet, Inc. January 2007 - September 2014
Fiserv Investment Support Services June 1992 - January 2007
Skills
Securities, Series 7, Mutual Funds, Operations Management, Operational Risk..., Process Management, Process Improvement, Continuous Process..., Cross-functional Team..., Change Management, Financial Services, Leadership, Team Building, Business Analysis, Portfolio Management, Investments, Management, Risk Management, Asset Management, Capital Markets, Wealth Management, Asset Allocation, Equities
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Colorado School of Paralegal Professionals 1996 — 1997
Paralegal
University of South Florida 1988 — 1991
B.S., Finance
Synoptek, LLC May 2014 - May 2015
Critigen December 2012 - May 2014
Critigen June 2012 - December 2012
CaridianBCT May 2006 - December 2011
Fiserv Investment Support Services 2005 - 2006
Fiserv ISS 2004 - 2005
Skills
Call Center, ITIL, SLA, Incident Management, Change Management, Sla, ITIL Certified, Vendor Management, Help Desk Support, Service Desk, Service Delivery, Team Leadership, Information Technology, Software Documentation, Management, Technical Support, Call Centers, Strategy, Hardware, Cross-functional Team..., IT Management, IT Service Management, Troubleshooting, Program Management, Integration, Visio, BMC Remedy, Servers, SharePoint, Training, Problem Management, Process Improvement, VPN
Education
Regis University
Networking, Technology Management
Regis University
Networking, Technology Management
American Midstream, LLC 2012 - Present
Xcel Energy 2011 - 2012
MarkWest Hydrocarbon 2008 - 2011
Fiserv Investment Support Services 1991 - 2008
Skills
Financial Analysis, Process Improvement, Management, Accounting, Sarbanes-Oxley Act, Internal Audit, Financial Reporting, General Ledger, Internal Controls, Variance Analysis, Financial Modeling, Financial Accounting, Budgets, Analysis, SEC filings, SEC Filings
Education
Regis University
Masters Degree, Accounting, GPA 4.0
Iowa State University
Bachelors Degree, Finance
Fiserv Investment Support Services Sr RecruiterFiserv ISS1997 - Present
Education
Cerritos College 1963 — 1965
Fiserv Investment Support Services Supervisor, Client RelationsFiserv ISS
Education
Regis University 2001 — 2003
TIAA-Cref October 2013 - Present
TIAA October 2010 - September 2013
TIAA-CREF April 2008 - September 2010
Global Systems Solutions October 2007 - April 2008
Fiserv Investment Support Services July 2006 - October 2007
Fiserv Investment Support Services May 2000 - June 2006
Skills
Process Improvement, Microsoft Word, Business Analysis, Management, Securities, Leadership, Mutual Funds, Financial Services, 401k, Accounting, Training, Strategic Planning, Team Building, Investments, Outlook, Series 7, Microsoft Office, Analysis, Finance, Risk Management, Vendor Management
Education
Metropolitan State College of Denver 1984 — 1986
Bachelors of Science, Finance, Financial Planning
Ameristar Casino 2008 - June 2014
Fiserv Investment Support Services 2001 - 2008
Bally Total Fitness January 2000 - December 2000
Skills
Performance Management, Management, Training, Succession Planning, Human Resources, Recruiting, Customer Service, Employee Relations, Organizational..., Leadership, Call Centers, Process Improvement, Coaching, Leadership Development, Team Building
Education
University of Denver 2003 — 2008
MPS, Applied Communication & Training
St. Ambrose University 1998 — 1999
BS, Biology
First Western Trust January 2013 - April 2015
First Western Trust January 2013 - August 2013
ICS Risk September 2012 - December 2012
Rocky Mountain Bank January 2011 - June 2012
First Data Corporation May 2010 - March 2011
United Western Bank September 2007 - May 2010
United Western Bancorp, Inc. 2007 - 2010
Fiserv Investment Support Services 2005 - 2007
Bank of Choice July 2002 - October 2005
Denver Community Federal Credit Union January 1997 - June 2002
Skills
Internal Audit, Management, Marketing, Auditing, Strategic Planning, Leadership, Training, Quality Auditing, Banking, Process Improvement, Risk Management, Financial Risk, Compliance, BSA/AML, Sarbanes-Oxley Act, Financial Analysis, Internal Controls
Education
Cannon Trust Audit, Compliance and Risk Management School 2013 — 2013
Trust Investments, Property Law, Estate Planning, Regulation 9
Regis University 1999 — 2000
Bachelors, Finance
Jefferson High School
Fiserv Investment Support Services Senior Client Relations RepFiserv ISS2005 - Present
Education
Metropolitan State University of Denver 2001 — 2009
A Place for Mom April 2009 - Present
Landmark Education LLC October 2007 - March 2009
Landmark Education 2007 - 2009
Fiserv ISS 2005 - 2008
Fiserv Investment Support Services 2005 - 2008
Skills
Personal Coaching and..., Watercolorist, Vocalist
Education
Metropolitan State University of Denver 1993 — 2000
Douglas County High School 1971 — 1974
Newmont Mining Corporation January 2011 - Present
Madison Street Partners, LLC October 2010 - March 2011
University of Denver September 2009 - June 2010
Fiserv Investment Support Services March 2008 - March 2009
Denver Growth Partners, LLC April 2007 - February 2008
O'Donnell, LLP June 2005 - July 2005
United States Golf Association May 2004 - August 2004
Education
University of Denver - Daniels College of Business 2008 — 2010
MSF, Finance
University of Colorado Boulder 2002 — 2006
Bachelor's, English/Economics
Shear Expressions August 2014 - Present
PENSCO Trust Company October 2012 - October 2014
Celestial Hair Design April 2013 - August 2014
Lakewood Generations November 2009 - April 2013
University Groundz Coffee House June 2011 - April 2012
Fiserv Investment Support Services May 1987 - September 2008
Education
Regency Beauty Institute-Lakewood
Cosmetology
TD Ameritrade September 2011 - Present
Summit Brokerage Services, Inc. fka Golden Financial Partners April 2008 - August 2008
Fiserv ISS December 1996 - September 2007
Fiserv Investment Support Services 1996 - 2007
Wells Fargo Bank May 1990 - December 1996
Education
Metropolitan State University of Denver 1985 — 1990
Business, Marketing
Business
Fiserv Investment Support Services March 1981 - July 2008
Fiserv ISS 1981 - 2008
FiservISS 1981 - 2008
Education
Community College of Denver 1975 — 1978
AA, Business Management
First Data November 2007 - Present
Colorado Rocky Mountain Chapter-ACP January 2011 - December 2012
Colorado Rocky Mountain Chapter-ACP January 2007 - December 2007
Fiserv Investment Support Services 2000 - 2006
Skills
Business Continuity, Risk Assessment, Incident Management, Risk Management, Disaster Recovery, Business Continuity..., Crisis Management, Business Impact Analysis, Risk Analysis, Enterprise Risk..., Business Resilience, Governance, Security, Operational Risk..., Team Leadership, Data Center, Business Process, Contingency Planning, Security Audits, Information Security, Pandemic Planning
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Business French
University of Paris, Sorbonne
Certificate, French Language and Culture
FEMA Emergency Management Institute
Certificate
The Smart Energy Living Alliance August 2009 - Present
Express Employment Professionals May 2010 - November 2010
Navarro Research & Engineering August 2009 - September 2009
Fiserv ISS April 2007 - July 2008
Fiserv Investment Support Services 2006 - 2008
Phillips Temps August 2006 - March 2007
Education
iCAST 2009 — 2009
Yes, Intro to Commercial Energy Efficiency Auditor Training
Red Rocks Community College 2006 — 2006
Cert of Mgmt & Supervision, Business
Liberal High School 1964 — 1967
LT Trust, formally known as Lincoln Trust January 2013 - Present
Wayne Stewart Elder Law PC June 2012 - January 2013
Great West Life Insurance and Annuity February 2012 - September 2012
CORESTAFF Services September 2011 - February 2012
TIAA December 2010 - March 2011
Colorado Legal Services November 2010 - December 2010
Denver Probacte Court May 2010 - December 2010
Paul Gordon, LLC, Attorney At Law February 2010 - March 2010
Lincoln Trust Co f/k/a Fiserv ISS April 2008 - December 2008
Fiserv Investment Support Services February 2005 - April 2008
Skills
Proficient in Microsoft..., Westlaw, LexisNexis,..., Eclipse,10-Key by..., ERISA, Form 5500,..., Spanish, Retirement, 401k, Notary, Relius, Investments, Mutual Funds, Insurance, Benefits Administration, Eclipse, Process Improvement, Customer Service, Financial Services, Employee Benefits, RTG software, Bates pro..., Microsoft Excel, Access, Microsoft Word, Banking, Retirement Planning, Series 63, Research, Microsoft Office, Spreadsheets, Outlook, Finance
Education
Arapahoe Community College 2009 — 2010
Paralegal Certificate, Legal
University of Phoenix 1998 — 2000
MBA, Business Administration
Lyceum of the Philippines University 1978 — 1983
BSBA, Economics
NextMedia Group, Inc October 2006 - Present
Next Media Operating Inc October 2006 - Present
NextMedia Group, Inc. October 2006 - Present
NextMedia Group October 2006 - May 2012
TQ3 Navigant November 2005 - October 2006
First Trust Corporation March 1990 - October 2005
Fiserv ISS 1990 - 2005
Fiserv Investment Support Services 1990 - 2005
Skills
401k, ADP Payroll, Outlook, Process Improvement
Education
Cheonggang Academy
General Education Degree
The Gates Corporation September 2010 - Present
Arrow Electronics March 2010 - September 2010
Fiserv Investment Support Services August 1992 - July 2008
Fiserv ISS 1992 - 2008
Skills
Team Building, Financial Analysis, Risk Management, Microsoft Office, Visio, Customer Service, Outlook, Software Documentation, Accounts Receivable, Requirements Analysis, Training, Leadership, Process Improvement, Business Analysis, Coaching, Accounts Payable, Sales, Accounting, Finance, SDLC, Management
Education
Front Range Community College 1980 — 1981
Liberal Arts
TDAMERITRADE Trust Company July 2008 - Present
Fiserv Investment Support Services 2004 - 2008
Resources Trust Company 1997 - 2002
Skills
401k
Education
University of Northern Colorado
ATR International January 2015 - Present
Avaya February 2011 - December 2014
CTG Inc. May 2007 - February 2011
Fiserv Investment Support Services April 2005 - May 2007
Tech Partners / Harvey Nash April 2002 - March 2005
Tech Partners / Harvey Nash April 2002 - September 2004
Accelr8 Technology Corporation August 1991 - May 2002
Skills
Unix, Perl, Shell Scripting, Linux, SQL, Solaris, Unix Shell Scripting, Linux System..., Oracle, Software Development, Integration, Scripting, Apache, TCP/IP, Subversion, AIX, System Administration, Ksh, Awk, Build Automation, SunOS, Bash, Red Hat Linux, Agile Methodologies, Sed, HP-UX, Oracle 9i, CentOS, RedHat, Nagios
Education
Cornell College 1983 — 1987
BSS, Computer Science
Office Team September 2013 - June 2014
Office Team November 2011 - May 2012
Oregon Employment Department 2009 - 2011
Office Team 2008 - 2009
Fiserv Investment Support Services 2007 - 2008
American Century Investments 2000 - 2005
Skills
Resume Writing, Data Entry, Outlook, Customer Service, Time Management, Job Search Strategies, Microsoft Word, Training, Research, Microsoft Office, Social Networking, Library Research, Teaching
Education
San Jose State University 2012 — 2014
Master's degree, Library and Information Science
Metropolitan State University of Denver 1992 — 1996
BA, History
TD Ameritrade June 2014 - Present
TD Ameritrade February 2008 - Present
Fiserv Investment Support Services July 2004 - February 2008
Array BioPharma October 2000 - May 2003
Skills
Administrative..., Spreadsheets, Calendars, Expense Management, PowerPoint
Education
Metropolitan State College of Denver 2008 — 2014
Bachelor, Behavioral Sciences, Magna Cum Laude
Front Range Community College 1996 — 2001
Associate of Arts (A.A.)
nSpire Health May 2015 - Present
Amdocs March 2008 - February 2015
Fiserv Investment Support Services July 2005 - March 2008
SUPERVALU November 1997 - July 2005
Cub Foods-Brainerd, MN July 1990 - November 1997
Skills
Provide desktop support..., Testing and training of..., Active Directory..., Ticketing clients -..., Remote desktop client -..., IP phone System..., Quality Assurance, Asset control - yearly..., Help Desk - Phone..., Printer, fax and PC..., Computer re-imaging via..., Process Improvement, Business Analysis, Management
Education
University of Colorado Denver 1999 — 2001
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Community College of Denver 1996 — 1999
Associate's degree, Business Administration and Management, General
Forum Real Estate Group March 2015 - April 2015
Guaranty Bancorp December 2014 - January 2015
Glowpoint, Inc. March 2014 - November 2014
Laramar Group September 2013 - March 2014
Red Robin Corporation February 2013 - May 2013
Mile High United Way December 2009 - February 2013
Fiserv Investment Support Services September 1998 - September 2008
Nelnet August 1989 - November 1997
Skills
Accounts Receivable, Accounts Payable, Accounting, Financial Reporting, Budgets, Non-profits, Microsoft Excel, Financial Analysis, Outlook, Microsoft Dynamics SL, Mas 90, Cash Receipts, Turbo Tax, Great Plains Software, Microsoft Word, Bank Reconciliation, Accpac, Microsoft Office, Year-end Close, Monthly Closing
Education
Stevens-Henager College-Murray 2012 — 2014
Associate's degree, Accounting and Business/Management, 3.89 GPA
Metropolitan State College of Denver 1984 — 1985
Tourism and Travel Services Marketing Operations