Experience
Great-West Financial   September 2014 - Present
Great-West Financial   June 2013 - September 2014
ESM  July 2010 - June 2013
OUTSKIRTS PRESS  March 2009 - July 2010
WELLS FARGO/NORWEST   October 1999 - July 2008
NORWEST SERVICES, INC   October 1998 - October 1999
United States Marine Corps  July 1993 - July 1999

Skills
Customer Service, Leadership, Public Speaking, Troubleshooting, Problem Solving, Process Improvement, Books, Writing, Social Media, Social Networking, CRM, Editing, Public Relations, Firearms

Education
Arapahoe Community College   2012 — 2016
Computer and Information Sciences, General

Quincy College   2008 — 2010
General Studies

U.S. Marine Corps Basic Electronics

Experience
A&M Properties, LLC   October 2014 - Present
First Data Corporation  July 2013 - October 2014
Great-West Financial   October 2011 - May 2013
Molson Coors Brewing Company  July 2006 - September 2011
Ernst and Young  May 2005 - July 2006
The Sports Authority  July 2003 - January 2005
Arthur Andersen/Ernst and Young   1999 - 2003
Wal-Mart  1996 - 1999

Skills
SAP, Visio, Rocky Mountain..., Treasurer, Project Planning, Internal Audit, Financial Reporting, Project Management, Analysis, Forecasting, Cross-functional Team..., Strategy, Risk Management, Management, Change Management, Mergers & Acquisitions, Strategic Planning, Performance Management, Business Strategy, Income Statement, Strategic Financial..., Sarbanes-Oxley Act, Auditing, Internal Controls, Financial Analysis, Outsourcing, Finance, Financial Modeling, Process Improvement, Business Planning, Managerial Finance, Leadership, P, Accounting, Financial Planning, Budgets, Consulting, Team Building, Financial Services, Business Process..., Sales

Education
MBA - University of Denver   2003 — 2005
MBA Values Based Leadership - University of Denver, Values-Based Leadership/Acctng/Finance/General Management

Syracuse University   1992 — 1996
BA, Management/Public Communications

EF International - Barcelona   1995 — 1995
Spanish, Spanish

Arizona State University   1992 — 1994
BS, Management

Colorado Real Estate
Associate Broker, Leasing and Management

Chaparral High School

Experience
Great-West Financial   August 2015 - Present
CoBank  October 2004 - January 2015
CoBank  May 2001 - October 2004
CoBank  December 1990 - May 2001
Home Federal Savings, Fort Collins, CO   June 1984 - November 1990

Skills
Banking, Cash Management, Management, Leadership, Project Management, Risk Management, Project Implementation, Key Account Management, Client-focused, Customer Engagement, Communication, Cross-functional..., Process Improvement, Creative Solutions, Peer Mentoring, Business Analysis, Budgets, Financial Modeling, Credit, Finance, Corporate Finance, Commercial Lending

Education
Poudre High School   1975 — 1977

Colorado State University
Accounting and Business/Management

Experience
Great-West Financial   June 2015 - Present
Air Methods Corp.  January 2014 - June 2015
Air Methods  August 2002 - December 2013
Boeing  January 1997 - July 2002

Skills
Procurement, Contract Negotiation, Aviation, Operations Management, Program Management, Contract Management, Management, Manufacturing, Logistics, Team Building, Facilities Management, Process Improvement, Process Scheduler, Project Planning, Military, Budgets, Purchasing, Continuous Improvement, Leadership, Team Leadership

Education
Regis University   2015 — 2017
Bachelor of Arts (B.A.), Business Administration and Management, General

Arapahoe Community College   2011 — 2014
Associate of Arts (A.A.), Business, 3.67

International Facilities Management Association   2008 — 2009
CFM, Facilities Management

McDonnell Douglas/Boeing VIP   1997 — 2002
Certificates, Management and Leadership

Missouri Baptist University   1990 — 1992
Certificate, Business Management

Experience
Great-West Financial   December 2008 - November 2012
Great-West Financial   November 2007 - December 2008
Wachovia Securities Financial Network  May 2006 - November 2007
T. Rowe Price  March 2000 - May 2006

Skills
401k, Mutual Funds, Retirement, Series 7, Financial Services, Series 63, Asset Allocation, Series 6, Retirement Planning, Defined Benefit, Securities, FINRA, Employee Benefits, Investments, Pensions, Insurance, Alternative Investments

Education
Colorado College   1990 — 1994
BA, Economics, Political Science

Experience
Sally Beauty  January 2015 - Present
Staples  June 2008 - October 2014
Office Depot  January 2006 - June 2008
PETCO Animal Supplies, Inc.   June 2007 - December 2007
Great-West Financial   January 2004 - July 2005
Columbia Management  January 2000 - January 2004
Best Buy  1998 - 2000
Hollywood Entertainment  July 1996 - September 1997

Skills
Sales Management, Inventory Management, B2B, Managed Print Services, Sales, Income Statement, Account Management, Loss Prevention, Customer Service, Sales Process, Customer Satisfaction, Profit, Big Box, Retail, New Business Development, Merchandising, P, Store Management, Inventory Control, Store Operations, Shrinkage, Forecasting, Multi-Unit, Retail Sales, Planograms, Driving Results, Operations Management, Visual Merchandising, New Store Openings, Associate Development, Multi-Unit Management, CPFR, District Management, POS, Human Resources, Employee Training, Recruiting, Hiring, Training, Team Building, Coaching, Sales Operations, Customer Experience, P&L Management, Time Management, Leadership, Performance Management, Team Leadership, Employee Relations, Customer Retention

Education
Central Texas College

Community College of Aurora

Experience
Great-West Financial   October 2012 - Present
Thomson Reuters  April 2001 - October 2012

Skills
Agile Methodologies, Scrum, SQL, Java, Software Development, Web Services, Oracle, SOA, XML, Unix, Linux

Education
Hangzhou Dianzi University

University of Shanghai for Science and Technology

University of South Carolina-Columbia

Experience
ePlan Services, Inc. (A Paychex Company)   April 2015 - Present
Transamerica Capital, Inc.   November 2013 - March 2015
Great-West Financial   September 2012 - August 2013
Pacific Life  November 2007 - September 2012
Foresters Equity Services, Inc.   August 2005 - October 2007
Financial Foundation 2000   October 2004 - August 2005
Centaurus Financial, Inc.®   October 1996 - September 2004

Skills
Insurance, Securities, Financial Services, Leadership, Investment Strategies, Life Insurance, Marketing, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Process Improvement, Relationship Management, Retirement Planning, Sales, Series 24, Software Documentation, Vendor Management, Visio, Fixed Income, Financial Risk, Banking, Accounting, Access, Customer Service, Investments, Risk Management, Series 7

Education
University of Phoenix - School of Business   2008 — 2010
MBA, Business Administration and Management, General

California State University-Fullerton, Mihaylo College of Business and Economics   1989 — 1992
BA, Administration, Financial Planning

Experience
Great-West Financial   August 2015 - Present
Strategic Systems, Inc.   October 2014 - August 2015
Mphasis HP/Tenncare   January 2008 - October 2014
Mphasis  July 2006 - October 2014

Skills
C, Unix, SQL, XML, Unix Shell Scripting, PL/SQL, Testing, SDLC, Requirements Analysis, Solaris, Perl, Agile Methodologies, MySQL, Linux, Core Java, Shell Scripting, Oracle

Education
Bharathiar University   2003 — 2006
Master of Computer Applications (M.C.A.), Computer Programming, Specific Applications

KASC   2003 — 2006
Master of Computer Applications (M.C.A.), Computers

Experience
Great-West Financial   Retirement Education CounselorGreat West Retirement ServicesNovember 2011 - June 2013
MassMutual Financial Group  February 2010 - November 2011
MassMutual Financial Group  February 2008 - October 2009
Capstone Financial Partners  February 2005 - February 2008
MML Investors Services  1990 - 2005

Education
Central Michigan University
Bachelor of Education (B.Ed.), History

Experience
Dish Network  May 2013 - Present
CIGNA Healthcare  October 2010 - May 2013
Great-West Financial   June 2008 - October 2010
Fink News Distributing   December 2007 - June 2008

Skills
Financial Analysis, Variance Analysis, Hyperion Enterprise, Financial Reporting, Forecasting, Sarbanes-Oxley Act, Strategic Financial..., Accounting, Financial Forecasting, Managerial Finance, Finance, Access, Cost Accounting, Corporate Finance, Process Improvement, Internal Controls, Analysis, Financial Modeling, Essbase, Account Reconciliation, Oracle BI EE, Accounts Receivable, General Ledger, Auditing, Internal Audit, Accounts Payable, Financial Statements, Microsoft Word, Microsoft Excel, GAAP, Strategic Planning, PeopleSoft, Financial Accounting, SEC filings, Invoicing, Cash Flow, Budgets, US GAAP, P&L, Executive Management

Education
Colorado State University
Master's degree, Management, 4.0

Brigham Young University
Bachelor of Science (B.S.), Psychology, 3.79

Experience
Cigna  2007 - Present
Great-West Financial   2003 - 2007
Great-West Financial   1994 - 2003

Skills
Strong analytical and..., High productivity,..., Ability to make complex..., Effective verbal and..., Ability to manage..., Desire to learn &..., Flexibility and..., Ability to work..., Project management &..., Information Security..., Employee Benefits, Vendor Management, Risk Assessment, Private Investigations, Process Improvement, Project Management, Insurance, Security, Business Continuity, Risk Management, Employee Engagement, Customer Centric..., Human Resources, ITIL, Vulnerability Assessment, Team Building, Training, Leadership, System Administration, Policy, IT Strategy, Performance Management, Disaster Recovery, IT Audit, HIPAA, Governance, Management, Change Management, Financial Risk, CISSP, Business Analysis, Business Process..., Software Documentation

Education
Columbia College   2010 — 2012
Bachelor's degree, Liberal Arts and Sciences, General Studies and Humanities

Arapahoe Community College   1995 — 2000
Associate of Science (A.S.), Human Resources Management

Experience
Great-West Financial   July 2015 - Present
AIGA Kansas City  July 2015 - Present
QTS (Quality Technology Services)   September 2014 - June 2015
North American Savings Bank  December 2013 - September 2014
McGladrey  May 2013 - December 2013
EDMC  February 2009 - May 2013

Skills
Leadership, Training, Risk Management, Recruiting, Strategic Planning, Team Building, Public Speaking, Leadership Development, Account Management, Business Development, Program Management, Customer Service, Process Improvement, Microsoft Office, Social Media, Strategy, Event Planning, Team Leadership, Staff Development, Advertising, PowerPoint, Project Planning, Project Management, Agile Methodologies

Education
Baker University   2007 — 2009
MBA, Finance

Park University   2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General

Experience
Great-West Financial   January 2015 - Present
Great-West Financial   October 2012 - January 2015
Experian QAS US  August 2011 - 2012
Basement Technologies  February 2010 - August 2011
HubSpot  December 2008 - December 2009
Ameriprise Financial  June 2006 - November 2008
Herbalife International  May 2003 - March 2006

Skills
SaaS, Consultative Selling, Social Media, SEO, Web Analytics, Lead Generation, Marketing Automation, Salesforce.com, Online Marketing, Sales Management, Social Media Marketing, Direct Sales, B2B, SEM, Sales Process, CRM, Sales, New Business Development, Management

Education
Bryant University   2002 — 2006
Bachelor's, Finance, Management, Psychology

Bryant University

Experience
Great-West Financial   September 2014 - Present
JPMorgan Chase  February 2014 - August 2014
JPMorgan Chase  December 2011 - January 2014
Cognizant Technology Solutions  July 2010 - December 2011
Barkley  2005 - 2010
Digital Evergreen   2000 - 2005
Allied Riser Communications  1998 - 2000
Sprint  1995 - 1998
Sprint North Supply  1988 - 1995

Skills
Project Management, Requirements Analysis, Business Analysis, Process Engineering, Vendor Management, PMP, SDLC, Agile Project Management, Program Management, Software Development, Management, Enterprise Architecture, Risk Management, IT Strategy, Integration, CRM, Strategy, Business Process..., Project Portfolio..., Process Improvement, Leadership, Change Management, Visio, MS Project, Integrated Marketing, Team Building, IT Management, PMO, Requirements Gathering, Training, Agile Methodologies, Scrum, Software Project..., Resource Management, Cross-functional Team...

Education
Avila University   1992 — 1995
MBA, Marketing

Emporia State University   1984 — 1988
BS, Business

Experience
ERISA Business Intelligence   September 2012 - Present
Virtuoso Sourcing Group, LLC  April 2013 - Present
Fire & Police Pension Association of Colorado   March 2012 - August 2012
ACT  2011 - 2012
TIAA-CREF  June 2004 - January 2011
Ave Maria Catholic School  September 2004 - May 2008
AIG VALIC  August 2002 - December 2003
Great-West Financial   November 1992 - August 2002
Citicorp Diners Club  1985 - 1992

Skills
Sales Operations, Proposal Management, Proposal Writing, Proposal Automation, RFP Generation, RFP Design, Qvidian software, RFP Machine Software, Sales Strategy..., New Business Development, Customer Relations, Business Management, Pricing Strategy, Pricing Analysis, B2B services, CRM Software, Business Strategy, Business Analysis, Competitive Intelligence, Grant Writing, Grant Research, Grant Development, Presenter, Sales Presentations, Group Presentations, Seminars, Workshop Leader, RFP, Financial Services, Strategic Planning, Business Development, CRM, Leadership, Management, Sales, Strategy, Process Improvement, Lead Generation, Business Intelligence, Recruiting, Marketing, Operations Management, Sales Management, B2B, Customer Service, Negotiation, Grants, CDBG

Education
Colorado State University
Bachelor of Science, Economics

Experience
Great-West Financial   August 1990 - Present
Client Relationship Director at Empower Retirement   August 1990 - Present
Great-West Retirement Services  1990 - January 2012
The Holden Group  1980 - 1990
Oakland Unifed School District   1975 - 1980

Skills
Series 63, 401k, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Retirement Plan..., Series 7, Investments, ERISA, Pensions, Investment Advisory, Financial Services, Roth IRA, Insurance, Employee Benefits, Strategic Financial..., IRAs, FINRA, Asset Allocation, Defined Benefit, Series 24, Wealth Management, Investment Strategies, Long-term Care, Securities, Financial Advisory, Relationship Management, Asset Management, Defined Contribution, CRM, Portfolio Management, Series 6, Life Insurance, Series 65, Profit Sharing, 401k Rollovers, Disability Insurance, Uniform Combined State..., ETFs, Commingled Trusts, Series 26, Variable Annuities, Benefits Administration, Life & Health Insurance..., Alternative Investments, Financial Planners, Long Term Care Insurance, Wealth Accumulation, Mergers & Acquisitions

Education
Cal State Hayward   1971 — 1975
Bachelor of Science, Kinesology

Contra Costa College   1969 — 1971
Associate of Science (A.S.), General Studies

Experience
FHLBank Topeka  September 2015 - Present
Great West Financial  May 2014 - May 2015
Church World Service  July 2010 - April 2014
Smith Veterinary Clinic   September 2008 - July 2010

Skills
Project Management, Problem Solving, Adult Training, Logistics, Developing Protocols, Volunteer Recruiting, Event Planning, Customer Service, Leadership, Volunteer Management, Nonprofits, Microsoft Office, QuickBooks, Youth Development, Management, Team Building, Time Management, Events Coordination, Volunteer Development, Donor Engagement, Adult Education, Volunteering, Public Speaking, Community Outreach, Program Development, Fundraising, Grants, Research

Education
Friends University   2012 — 2014
Master of Business Administration (MBA), Masters of Business Administration, 4.0

Buena Vista University   1988 — 1990
Bachelor of Arts (B.A.), Secondary Education and Teaching

Experience
Great-West Financial   November 2012 - Present
AXA Advisors  June 2012 - November 2012
Franklin Templeton Investments  October 2008 - October 2011
Franklin Templeton Investments  April 2005 - September 2008
Morgan Stanley  January 2003 - April 2005
Morgan Stanley  January 1999 - January 2003
Morgan Stanley  January 1998 - January 1999
Perfection Services, Louisville   1994 - 1996

Skills
Wealth Management, Financial Analysis, Performance Management, Coaching, Needs Analysis, Retirement Planning, Portfolio Management, Separately Managed..., Series 24, Banking, Finance, Financial Services, Management, Sales

Education
University of Miami - School of Business   2004 — 2006
MBA, Management

Catawba College   1991 — 1995
BA, Finance and Small Business Organization

Manatee High

Experience
Great-West Financial   July 2014 - Present
Baker Tilly Virchow Krause, LLP  July 2013 - July 2014
Baker Tilly Virchow Krause, LLP  October 2011 - July 2013
Baker Tilly Virchow Krause, LLP  May 2010 - August 2010

Skills
Accounting, Management Consulting, CPA

Education
The George Washington University - School of Business   2010 — 2011
MACc, Accounting

University of Richmond   2006 — 2010
Bachelor of Science, Accounting Major

Charles University in Prague   2008 — 2008

Kent Denver School   2002 — 2006

Experience
Great-West Financial   July 2006 - Present
Benji's Piano Lessons   September 1996 - August 2009
Wells Fargo Bank, N.A.   October 2004 - May 2006
Wells Fargo Bank, N.A.   June 2004 - September 2004
Wells Fargo Bank, N.A.   September 2003 - June 2004

Skills
Responsiveness, Piano, iCIMS, Management, Human Resources, Recruiting, Retail Banking, Talent Acquisition, Screening Resumes, Applicant Tracking..., Talent Management, Screening, Financial Services, Resume Writing, Recruitment Advertising, Piano Teaching, Music Theory, Interviews

Education
California Polytechnic State University-San Luis Obispo   2001 — 2003
Bachelors

De Anza College   1998 — 2001

Experience
North Thurston Public Schools  July 2014 - Present
Great-West Financial   February 2013 - March 2014
Great-West Financial   January 2012 - February 2013
Great-West Financial   October 2010 - January 2012
Thermacor NW   November 2009 - June 2010
Alaska Accounting Solutions, Inc   July 2004 - June 2009
Alaska Accounting Solutions, Inc   July 2001 - July 2004

Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Accounting, Accounts Payable, Accounts Receivable, Payroll, Payroll Taxes, Certified Payroll, Research, Employee Training, Computers, Bookkeeping, Filing, Financial Reporting, Leadership, Process Improvement, Budgets, Finance, Account Reconciliation, Strategic Planning, Sales, Social Media, Team Building

Education
Cascade Business College   1987 — 1988
Legal Secretary Certificate, Legal Assistant/Paralegal

Western Washington University   1985 — 1986
Special Education and Teaching

Centralia College   1984 — 1985
Special Education and Teaching

W.F. West High School   1980 — 1984
High School, General Studies, 3.2

Experience
Great-West Financial   June 2015 - Present
Great-West Financial, State of Colorado, Charter Communications, 3M, CableONE   February 2007 - June 2015
Teacher's Pal Inc   October 2006 - February 2007
Direct Alliance  October 2004 - October 2006
GrassRoots Communications, Inc   March 2004 - September 2004
CSC  July 2003 - March 2004
Motorola  June 2000 - July 2003

Skills
Requirements Gathering, Requirements Analysis, Business Analysis, Functional Requirements, Non-Functional..., Business Requirements, Software Requirements, Software Documentation, Business Process, Use Case Analysis, SDLC, Requirements..., RFP preparation, MS Project, Business Process..., Testing, Troubleshooting, Change Management, Quality Assurance, Project Management, Analysis, Project Coordination, PMO, Usability Testing, Software Installation, Software Implementation, Software Quality..., Test Planning, User Acceptance Testing, User Scenarios, Visio, Requirement..., Scrum, SharePoint, Security, Enterprise Software, Business Intelligence, Integration, Agile Methodologies, Waterfall, Vendor Management, Project Planning, Data Analysis, UML, Documentation, Issues Management, Software Project..., Microsoft Project, Management

Education
Western International University   2006 — 2008
Master of Business Administration, Information Technology

Colorado Mesa University   1995 — 2000
Bachelor of Science, Computer Science

Sierra High School   1984 — 1986
High School Graduate, General

Experience
Robert Half Finance & Accounting  September 2014 - February 2015
Crown Crest Surgery Center   May 2014 - June 2014
HighPoint Solutions  October 2013 - April 2014
CIGNA Healthcare  January 2005 - May 2013
Great-West Financial   September 1998 - December 2004
Dillards  January 1992 - August 1998

Skills
Medical Terminology, Health Insurance, Appointment Scheduling, Problem Solving, Customer Service, Customer Satisfaction, Data Entry, Eligibility specialist, Resolutions, Benefits Administration, Professional Services..., HIPAA, Cpr Certified, Employee Benefits, Result Oriented, Invoicing, Medical Records, Healthcare

Education
Everest College - Denver   2013 — 2014
Associate's Degree, Medical Administrative Assistant, A

Arapahoe Community College
Accounting

Littleton High School
Graduation diploma

Experience
City of Toronto  April 2014 - Present
GroupeX   April 2013 - Present
GroupeX   October 2013 - April 2014
Sasol  August 2012 - March 2014
Great-West Financial   June 2013 - October 2013
Microsoft  April 2012 - April 2013
AspireHR  February 2007 - March 2012
Deloitte Consulting  August 2005 - January 2007
Starbucks  June 2004 - August 2005
Speedway LLC  January 2000 - June 2004

Skills
SAP Portal, SAP E-Recruiting, SAP Personnel..., SAP Employee Self..., SAP Manager Self Service, SAP Talent Management, SAP Organization..., SAP Query, SAP HCM, SAP HR, Employee Self Service, Talent Acquisition, SAP, SAP ERP, Talent Management, Query Writing, SAP R/3, SAP Implementation, ESS, Business Process, SAP Netweaver, Solution Architecture, Success Factors LMS, Personnel Management, Human Resources, CRM, Portals, Process Improvement, Recruiting, ABAP, Strategy, Consulting, ERP, SuccessFactors Goal..., SuccessFactors..., SaaS, Enterprise Software, Training

Education
Bowling Green State University   1995 — 1999
B.S.B.A, Human Resources

Experience
Aspire Financial Services, LLC  April 2013 - Present
Great-West Financial   November 2012 - April 2013
Great-West Financial   July 2006 - November 2012
AXA Equitable  September 2005 - June 2006
Delta Upsilon International Fraternity  June 2003 - June 2005

Skills
Client Services, Client Relationship..., Client Retention, Non-profits, Consulting, Financial Analysis, Marketing, Strategic Planning, Leadership, Investments, Account Management, Retirement Planning, Project Management, Process Improvement, Team Leadership, New Business Development, Customer Service, Mutual Funds, Microsoft Excel, CRM, Financial Services, Customer Retention, Management, Start-ups, Nonprofits, Contract Negotiation, Business Planning, Training, Leadership Development, Operations Management, Finance

Education
University of Colorado at Boulder - Leeds School of Business   2010 — 2012
MBA, Finance & Business Administration

Bradley University   1999 — 2003
B.S., Marketing & Business Administration

Experience
Charles Schwab  March 2015 - Present
Envestnet, Inc  March 2014 - January 2015
ASPire Financial Services, LLC  February 2013 - February 2014
Victory Capital Management  July 2011 - February 2012
Great-West Financial   2008 - 2011
Oce  March 2006 - July 2008
Nuance Communications  November 2004 - April 2006
New England Financial  January 2003 - November 2004
Ernst & Young  March 2001 - November 2002

Skills
Business Analysis, Business Strategy, Business Planning, New Business Development, Growing Revenue, Revenue Management, Revenue Forecasting, Marketing Strategy, Marketing Communications, Marketing Research, Product Marketing, Marketing Management, Direct Marketing, Sales Support, CRM software, Database Marketing, Database Management, MS Project, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Project Delivery, Investment Strategies, Investment Products, Investment Promotion, Product Development, Product Management, Product Design, Product Launch, Product Strategy, Product Launches, Sales Analytics, Sales Trend Analysis, Information Analysis, Information Security..., Technology Planning, Event Management, Pricing Strategy, Pricing Analysis, Regulatory Requirements, FINRA Series 6, finra series 7, Training & Development, Training Delivery, CRM, Marketing, Sales Operations, Analysis

Education
Albertus Magnus College
Bachelor of Science (BS), Business Management

Southern New Hampshire University

Experience
Southern California Edison  2011 - 2013
Independent Contractor  2009 - 2011
Great-West Financial   2006 - 2009
TIAA-CREF  2000 - 2006

Skills
Cross-functional Team..., Process Improvement, Performance Management, Business Analysis, Call Centers, Training, CRM, Program Management, Customer Experience, Investments

Education
University of Denver
Master Science, Technology Management / Leadership

Regis University
Bachelor Science, Business Administration

International Foundation for Retirement Education (InFRE)
Certified Retirement Counselor®

College for Financial Planning
Chartered Retirement Planning Counselor℠, Chartered Mutual Fund Counselor℠

Dale Carnegie Training
Skills for Success, Coaching for Success, Coach of Coaches

FINRA
Series 6, 7, 63, 24, 26, 51

State of Colorado
Resident Insurance Producer License

Experience
Great-West Financial   July 2011 - June 2014
CORESTAFF Services  November 2010 - July 2011
Ajilon Finance  July 2007 - April 2009
First Data Corporation  July 2003 - December 2004
KForce  June 2002 - July 2003
MG Jordan   February 2002 - June 2002
Robert Half Finance & Accounting  May 1999 - February 2002
Chateau Communities  February 1997 - February 1998
Citigroup Diners Club  May 1994 - February 1997
Heller Financial  September 1993 - May 1994

Skills
Recruiting, Talent Acquisition, Human Resources, Interviews, Executive Search, Accounting, Permanent Placement, Call Centers, Resume Writing, Screening, Sourcing, Technical Recruiting, Applicant Tracking..., College Recruiting, Screening Resumes

Education
Claremont McKenna College   1986 — 1990
BA, Economics and Accounting

Experience
Great-West Financial   May 2010 - December 2014
TIAA-CREF, Denver, CO   March 2005 - June 2009
United Insurance Group Agency, Englewood, CO   September 2002 - July 2003
Public Employees' Retirement Association of Colorado   March 2000 - August 2002
Janus Funds, Denver, CO   November 1992 - September 1996

Skills
Strategic Planning, Strategy, Project Management, Public Speaking, Proposal Writing, Employee Benefits, Research, Microsoft Office, Attorneys, Financial Advisory, Series 6, Series 7, Non-profits, Investments, Insurance, Leadership, Business Development, Nonprofits, Mutual Funds, Team Building, Training, Management, Process Improvement, Editing, PowerPoint, Accountants, Retirement Planning, Sales, Fundraising, Analysis, Retirement, Coaching, Program Management, Policy, Risk Management, Pensions, Call Centers, CRM, Community Outreach, Human Resources, Leadership Development, Healthcare, Microsoft Word, Outlook, Microsoft Excel

Education
College for Financial Planning   2007 — 2012
CRPS®, Chartered Retirement Plan Specialist

Institute for Employee Benefits Training   1986 — 1986
Paralegal certificate, Employee Benefits

Temple University   1971 — 1981
BA, cum laude, Anthropology

Experience
Great-West Financial   March 2015 - Present
Federal Reserve Bank of Kansas City  April 2014 - November 2014
Lender Processing Services, Inc. (LPS)   July 2013 - March 2014
Janus Capital Group  December 2004 - June 2013
Janus Capital Group  2004 - 2012
Janus Capital Group  2001 - 2004
Janus Capital Group  1998 - 2001

Skills
Business Analysis, Equities, Investments, Business Requirements, Requirements Analysis, Requirements Gathering, Process Improvement, Charles River OMS and..., Wilshire Atlas, DST 3270, DST NT Desktop, Project Management, Agile & Waterfall..., Vendor Management, MS Project, MS Visio, SharePoint, SQL, JIRA, PVCS, FactSet, Visio, Enterprise Architecture, User Acceptance Testing, Integration, SDLC, Business Intelligence, IT Strategy, Product Management, Risk Management, Data Warehousing

Education
Bradford College   1989 — 1993
B.A., English, Humanities

The Northwest School of The Arts

Experience
Great-West Financial   August 2014 - Present
J.P. Morgan Chase   2012 - Present
J.P. Morgan Chase   2010 - 2012
J.P. Morgan Chase   January 2008 - January 2010
J.P. Morgan Retirement Plan Services   2003 - 2008
American Century Investments  1993 - 2003
Yellow Freight  1990 - 1993

Skills
Vendor Management, Project Management, PMO, Business Analysis, Financial Services, Agile Methodologies, Risk Management, PMP, SDLC

Education
Baker University   2002 — 2004
MBA, Business/Finance

Truman State University   1985 — 1989
Computer Science / Accounting

Experience
Great-West Financial   September 2014 - Present
JPMorgan  August 2009 - August 2014
JPMorgan  April 2005 - August 2009
Accenture  June 2001 - April 2005

Education
Baker University   2007 — 2009
Master in Management Science, Business Administration and Management, General

Kansas State University   1996 — 2001
MBA, Business

Experience
Great West Financial  March 2014 - Present
Staples  2005 - December 2013
Corporate Express  November 2005 - July 2008

Skills
Integration, Unix, Databases, Java, Project Management, Team Leadership, Process Improvement, SOA, SQL, Oracle, XML, DB2, PL/SQL, SDLC, Microsoft SQL Server, XSLT, Agile Methodologies

Education
Colorado State University   1987 — 1993
Bachelor of Science (B.S.), Computer Science

Experience
Great-West Financial   July 2015 - Present
Waste Farmers   May 2014 - June 2015
People 4 Earth Foundation   January 2010 - November 2013
One Planet Catalogue   June 2009 - January 2010
One Planet Foundation   March 2009 - May 2009
EcoVilla   January 2008 - 2009
INSID (Institute for Sustainable Innovation and Development)   June 2008 - September 2008
Bond Imports   August 2006 - August 2007
Rocky Mountain Sustainable Living   August 2005 - August 2006
Design Construction Specialists   September 2005 - June 2006

Skills
Sustainability, Project Management, Sustainable Development, Public Speaking, Corporate Social..., Entrepreneurship, Strategy, Sustainable Business, Research, Strategic Planning, Environmental Awareness, Management, English, Business Strategy, Social Media, Marketing Communications, Public Relations, Start-ups, Event Management, Social Networking, Fundraising, Coaching, Program Management, Change Management, Green Building, Non-profits, Business Planning

Education
TIAS School for Business and Society   2007 — 2008
MBA, Business Administration and Management, General, Merit Honors

Colorado College   1999 — 2003
BA, History, Environmental Studies

Experience
EMPOWER Retirement  April 2014 - Present
Advised Assets Group, subsidiary of Great-West Financial   April 2013 - April 2014
Great-West Financial   April 2010 - April 2013
MassMutual Financial Group  August 2005 - March 2010

Skills
Relationship Management, Sales Management, Team Building, Project Management, Retirement Planning, Financial Services, Series 65, Series 6, Series 63, Series 26

Education
College of Charleston   2007 — 2008
Financial Planning

Miami University   1996 — 2000
Bachelor of Science (B.S.), Political Science and Government

Experience
Great-West Financial   June 2015 - Present
J.P. Morgan Retirement Plan Services   October 2009 - Present
Assurant Employee Benefits  February 2009 - September 2009
Tek Systems  August 2007 - December 2008
Independent Consulting  April 2006 - May 2008
Armed Forces Insurance  2008 - 2008
H&R Block  2006 - 2008
Sprint  1988 - 2000

Skills
Business Analysis, Project Management, SDLC, Software Documentation, Business Process..., ITIL, Process Improvement, Management, Leadership, Vendor Management, Product Development, Budgets, Six Sigma, Analysis, Change Management, Business Intelligence, Requirements Analysis, Program Management

Education
Avila University   1986 — 1988

Experience
Great-West Financial   April 1989 - Present

Skills
Financial Reporting, SEC filings, Sarbanes-Oxley Act, Accounting, Financial Accounting, General Ledger, Auditing, Financial Analysis, Account Reconciliation, US GAAP, Tax, Financial Audits, Corporate Tax, Internal Controls, GAAP

Education
Black Hills State University   1983 — 1986
Bachelor of Science, Accounting

Experience
Great West Financial  September 2013 - Present
GHP Horwath, P.C.   September 2003 - September 2013
CIBER, Inc.   August 1998 - September 2003

Skills
SEC filings, Auditing, Employee Benefits, Accounting, External Audit, Financial Reporting, Financial Accounting

Education
Mesa State College
Bachelors of Science, Parks & Recreation Resource Management

Experience
EMPOWER Retirement  January 2015 - Present
Great-West Financial   October 2006 - January 2015

Education
Cleveland State University
Bachelor of Arts and Sciences, Pscyhology, Communications

Experience
Great-West Financial   Business Compliance OfficerAetna Consumer Financial Services and Prepaid Card SolutionsJanuary 2012 - December 2013
Aetna Student Health  April 2009 - December 2011
Fidelity Investments  June 2005 - December 2008
Fidelity Investments  May 2001 - June 2005
Harvard Pilgrim Health Care  October 1997 - April 2001
Harvard Pilgrim Health Care  1990 - 1997

Skills
Regulatory Compliance, Financial Services, Series 6, Series 63, ERISA, Employee Benefits, Insurance, Risk Management, Contract Negotiation, Health Insurance, Anti Money Laundering, Bank Secrecy Act, AML/BSA Compliance, Vendor Management, Team Leadership, Project Management, Strategic Planning, COBRA, HIPAA, Team Building, Customer Service, Mutual Funds, 401k, Retirement, Relationship Management, Prepaid Card Compliance, Securities, Pensions, Policy, Employee Relations

Education
University of Massachusetts
Masters, Business Administration

Rivier University
Bachelor of Science, Paralegal Studies

Bentley University
Certificate in Pension and Employee Benefits Administration Program, Employee Benefits

Experience
Cigna  October 2014 - July 2015
Great West Financial  July 1984 - August 2014

Skills
Project Management, Insurance, Requirements Analysis, Leadership, Vendor Management, Documentation and..., Team Management, Analysis, Management, Databases, Business Analysis, Customer Service, Process Improvement, Strategic Planning

Education
Arapahoe Community College   1980 — 1982
Associate Degree of Applied Science, Word Processing

Experience
Consolidated Investment Group  April 2015 - Present
Robert Half Legal (Temporary)   October 2014 - January 2015
Special Counsel (Temporary)   July 2013 - April 2014
Great-West Financial   August 2005 - October 2012
First Judicial District, State of Colorado   January 2005 - April 2005
Highlands Ranch Metro Districts   August 1999 - December 2004
Waldman Bros.  1986 - 1998

Skills
Close Attention to..., Legal Documents, Long-term Customer..., Document Review, Insurance Negotiations, Contract Management, Organization, Corporate Governance, Legal Research, Vendor Contracts, Contracts Administrators, Microsoft Office, Microsoft Excel, Microsoft Word, Contract Negotiation, Legal Contract Review, Contractual Agreements, Great Organizer

Education
Arapahoe Community College

Texas Tech University

Experience
State of Colorado  January 2015 - Present
National Renewable Energy Laboratory  March 2014 - October 2014
Great-West Financial   August 2013 - November 2013
Cisco Systems - Del Oro Consulting   October 2012 - August 2013
BlueCross BlueShield of SC  March 2012 - October 2012
Carley Corporation  October 2011 - February 2012
Keybridge Technologies   October 2010 - October 2011
Colite International, Inc   January 2010 - October 2010
ITT Technical Institute  March 2009 - June 2010
Nice! Signs   September 2007 - November 2009

Skills
Dreamweaver, Flash, Adobe Creative Suite, InDesign, Illustrator, QuarkXPress, Graphics, Graphic Design, Layout, Corporate Identity, Storyboarding, Multimedia, Adobe Fireworks, Logo Design, Mac, Image Manipulation, Photoshop, Pre-press, Premiere, Adobe eLearning Suite, Instructional Design, E-Learning

Education
Western Governors University   2010 — 2011
Master of Education, Instructional Design / e; Instructional Design

Collins College   1996 — 2001
BA, Visual Communications

Collins College   1996 — 1997
Bachelor's Degree, Graphic Design; Visual Communications; Graphic Design

Platt College   1993 — 1993
Associate Degree, Visual Communications; Mechanical Art

Experience
Great-West Financial   September 2014 - Present
JPMorgan - Retirement Plan Services  January 2008 - August 2014
Milliman  February 2004 - January 2008
Implementation Analyst - Defined Contribution   September 2001 - February 2004

Skills
Microsoft Office, Excel VBA, Oracle SQL, Regression Testing, Implementation Planning, Implementation..., Testing Practices, Testing Tools, Project Management Plan, VBA, SQL, Defined Benefit, Defined Contribution, ERISA

Education
Projet Management Institute   2012 — 2013
PMP, Project Management

American Society of Pension Professionals & Actuaries (ASPPA)   2001 — 2013
QPA, QKA, Pension Implemenation and Administration

Binghamton University   1997 — 2001
BA Economics, Economics, International Business

Experience
Great-West Financial   August 2015 - Present
Lockton Companies  December 2013 - July 2015
Lockton Companies  September 2013 - November 2013
Willis  July 2010 - January 2013
Larry Baumwald Insurance Agency   May 2009 - May 2010

Skills
Insurance, Underwriting, Risk Management, Property & Casualty..., Commercial Insurance, Workers Compensation, Brokers, Umbrella Insurance, General Insurance, Casualty, Professional Liability, Liability, Financial Risk, Claim, Claims Management, Commercial Lines, D&O, Risk Assessment, Reinsurance, Inland Marine, Legal Liability, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Customer Service, Strategic Planning, CPCU, Enterprise Risk..., Safety, Food Safety

Education
MIB School of Management   2013 — 2013
Masters, Risk Management and Insurance

University of Georgia - Terry College of Business   2006 — 2009
Bachelor of Business Administration, Risk Management and Insurance

Experience
Epiq Systems  February 2014 - Present
Great-West Financial   November 2013 - February 2014
Vanguard  September 2011 - June 2013
The Vanguard Group  August 2010 - September 2011
Heating & Cooling Two, Inc.   December 2009 - July 2010
CLUES  April 2009 - March 2010

Skills
Customer Service, CRM, Microsoft Excel, Finance, ERISA, Leadership, Pop Culture, Social Media, 401k, Telephone Skills, Microsoft Word, Employee Benefits, Defined Contribution, Strategic Planning, Friendly Personality, Employee Relations, Marketing, Payroll, Time Management, Customer Relations, Team Building, Training, Social Networking, Human Resources, Spanish, Defined Benefit, Word, Excel, Interviews, Facebook, Investments, Retirement Planning, PowerPoint, Outlook, Process Improvement, Project Management, Retirement, Chapter 7, Bankruptcy, Trustee Administration, Problem Solving, iOS, Territory Management, Mobile Applications, SAP, Relationship Management, Project, Event Planning, Problem, Account Management

Education
Universidad de Iberoamérica   2003 — 2007
B.A, Psychology, 4.0 GPA

Loyola University New Orleans   2001 — 2003
Business Administration, Finance

Experience
Charles Schwab  November 2013 - Present
CH2M HILL  January 2013 - November 2013
Lockheed Martin  March 2006 - December 2012
U.S. Department of Energy   November 2005 - March 2006
Great-West Financial   July 2005 - November 2005
Hewlett-Packard  February 2002 - July 2005
Johns Manville  June 2001 - February 2002
Sun Microsystems  January 2000 - June 2001

Skills
Oracle, Siebel, Hyperion EPM, Pegasystems PRPC, Solaris, Linux, Unix, Data Modeling, Performance Tuning, Testing, Configuration Management, Disaster Recovery, Integration, System Architecture, Databases, SQL Tuning, Security Clearance, Information Assurance, DoD, SQL, Microsoft SQL Server, Systems Engineering, AIX

Education
Metropolitan State University of Denver
Bachelor of Business Administration (BBA)

Metropolitan State University of Denver
Bachelor of Science in Computer Management Systems, Computer Science

Arapahoe Community College
Associate of Arts and Sciences (AAS), Computer and Information Sciences and Support Services

The School of the Art Institute of Chicago
Bachelor of Arts (BA), Design and Visual Communications, General

Experience
Great-West Financial   September 2014 - Present
J.P. Morgan   November 2011 - September 2014
Aon Hewitt  April 2007 - January 2012
Hewitt Associates  July 2005 - April 2007

Skills
Data Analysis, Process Improvement, Defined Benefit, Benefits Administration, Project Management, Offshoring, Analysis, Pensions, Coaching, Business Requirements, Outsourcing, Employee Benefits

Education
Roosevelt University   2007 — 2010
MSA, Accounting

Augustana College   2001 — 2005
BA, Business Administration

Experience
Charles Schwab  March 2015 - Present
Great-West Financial   August 2006 - March 2015
Qwest  January 2002 - August 2006
Blue Sky Outfitters, Inc.   January 2003 - December 2004
Sherman & Howard  2000 - 2001
Henderson, Daily, Withrow & DeVoe   1997 - 2000
Indiana Securities Division   1994 - 1997

Skills
Corporate Law, Corporate Governance, Securities, Mergers, Securities Regulation, Venture Capital, Mergers & Acquisitions, Joint Ventures, FINRA, Private Equity, Litigation, Arbitration, Management, Licensing, Investments

Education
Indiana University Maurer School of Law   1991 — 1994
J.D.

Ball State University   1987 — 1991
B.S. (with honors)

Experience
Great-West Financial   January 2014 - Present
Hallman Lindsay Quality Paints   July 2011 - January 2014
Hallman Lindsay Quality Paints   May 2012 - November 2012
Sherwin-Williams Paints  September 2009 - July 2011
Sherwin Williams  May 2009 - September 2009

Skills
Inventory Management, Retail, Merchandising, Pricing, Inventory Control, Sales, Income Statement, Store Management, Customer Service, Retail Sales, Key Account Management, Store Operations, Planograms, Key Account Development, Sales Operations, P&L Management

Education
Carroll University   2005 — 2009
BSA, Finance

Experience
Great-West Financial   January 2015 - Present
Accenture  April 2013 - February 2014
Accenture  October 2010 - April 2012
L'Oréal   January 2010 - July 2010
Société Générale   April 2009 - August 2009

Skills
PMO, Project Coordination, Test Management, Functional Design, Team Building, Team Management

Education
EFREI - Ecole Française d'Electronique et d'Informatique   2008 — 2010
Ingénieur, système d'information

Wuhan University   2004 — 2008
Licence, Electronique Business

Experience
Great-West Financial   October 2014 - Present
JP Morgan  October 2013 - October 2014
BridgePoint Group, LLC  December 2011 - February 2012
Fidelity Investments  March 1994 - March 2011

Skills
Employee Benefits, Mutual Funds, Compliance, Healthcare Management, Strategic Planning &..., Team Leadership, Cross-functional Team..., Strategic Planning, Budgets, Risk Management, Team Building, Contract Negotiation, Outsourcing, Analysis, Healthcare, Financial Services, Investments, Finance

Education
Bentley University   2013 — 2013
Master of Science in Financial Planning

Regis College Graduate School of Health Professions, Weston, MA   2012 — 2012
Graduate Certificate in Health Administration, Health/Health Care Administration/Management, GPA 4.0/4.0

Seton Hall University - W. Paul Stillman School of Business   1992 — 1994
MBA, Summa Cum Laude, Concentrations in Finance and International Business

Seton Hall University, B.S.
BS, Summa Cum Laude, Business Education and Accounting

Experience
Great-West Financial   October 2014 - Present
Calypso Technology  September 2011 - October 2014

Education
California Polytechnic State University-San Luis Obispo   2006 — 2011
Bachelor of Science (BS), International Economics

Experience
Great-West Financial   August 2013 - Present
Great-West Financial   June 2013 - August 2013

Skills
Microsoft Office, Microsoft Access, Microsoft Excel

Education
Colorado State University   2009 — 2013
Bachelor of Science (BS), Actuarial Science

Experience
ICMA-RC  April 2015 - Present
Great West Financial  April 1998 - June 2014

Skills
Business Analysis, Salesforce.com, SQL, Oracle SQL Developer, Microsoft SQL Server, Unix, Crystal Reports, Business Objects Data..., Web Intelligence, Business Requirements, Technical Requirements, Field Mapping, Oracle, ETL, Data Warehousing

Education
Wichita State University   1971 — 1973
Bachelor's degree, Anthropology, German

University of Kansas   1971 — 1973
Anthropology

Arapahoe Community College   1988 — 1990
Computer Programming Certificate, Information, 4.0

Experience
Great-West Financial   November 2012 - Present

Education
Colorado Christian University   2013 — 2018
Business Administration and Management, General

Experience
Great-West Financial   May 2015 - Present
Kforce Inc  October 2014 - February 2015
Wells Fargo Home Mortgage  May 2013 - August 2014
FIS - Fidelity Information Services  May 2012 - February 2013
US BANK  October 2004 - September 2009

Skills
Credit Analysis, Loan Origination, Mortgage Banking, Mortgage Lending, Risk Management, Banking, Residential Mortgages, Credit, Loans, Retail Banking, Finance, Payments, Lines Of Credit

Education
Bryant & Stratton College - Milwaukee   2010 — 2012
Associate's Degree, Criminal Justice

Bryant & Stratton College - Milwaukee
Bachelor of Applied Science (B.A.Sc.), Health/Health Care Administration/Management

Experience
Great-West Financial   November 2010 - Present

Skills
Microsoft Office, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Negotiation, Process Improvement

Education
Bradley University
Bachelor of Science (BS), Mass Communication/Media Studies