Experience
Great-West Financial   June 2014 - Present
Executive Planning, Inc   January 1985 - Present

Skills
Premium Financing, Fixed Annuities, Estate Planning, Life Insurance, Retirement Planning, Disability Insurance, Financial Planners, Long-term Care, Term Life Insurance, Retirement, Insurance, Alternative Investments, Private Placements, Financial Advisory, Strategic Financial..., Wealth Management, Financial Structuring, Investments, Life Settlements, Reinsurance, High Net Worth..., Finance, Risk Management, Financial Planning

Education
The American College   1985 — 1986
Charted Life Underwriter

Indiana University Bloomington   1978 — 1982
Bachelors in Finance, Finance

Experience
Great-West Financial   April 2014 - Present
Spevack Law Offices   September 2013 - April 2014
Chromocell C   July 2013 - September 2013
The Goddard School  January 2006 - June 2013
The Attorney General's Office of Newark   September 2012 - December 2012

Skills
Excellcent verbal and..., Proven experience in..., Skilled experience in..., Resourceful in..., Recruitment Advisor, Learned and applied EZ..., reporting skills, Microsoft Office Skills, Managing Processes, Analyzing Information, Supply Management, Inventory Control, PowerPoint, Outlook, Social Media, Google Docs, Microsoft Excel, Analysis, Communication, Human Resources, Leadership, Microsoft Office, Project Planning, Social Networking, Customer Service, Public Speaking, Time Management, Microsoft Word, Event Planning

Education
Montclair State University   2010 — 2012
Bachelor of Arts (B.A.) Minor in Pre-law Studies, Political Science and Government

Middlesex County College   2007 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities

Experience
Great West Financial  September 2015 - Present
Johnson County Sheriff's Office  July 2009 - September 2015
Johnson County Sheriff's Office  August 2007 - July 2009
Johnson County Sheriff's Office  October 2005 - August 2007

Skills
Financial Planning, Retirement Income..., Retirement Planning, Stock Market Analysis, Public Speaking, Emergency Management, Program Management, Public Safety, Policy, Government, Research, Training, Enforcement, Investigation, Field Training Officer, Preparedness, Retirement Savings, Emergency Services, Self Defense, Criminology, Emergency Planning, Leadership, Team Leadership, Ethics, Customer Service, Management, Microsoft Office, Homeland Security, Law Enforcement, Communication, Financial Analysis, Financial Risk, Retirement Plan..., Criminal Justice, Police, Firearms, Criminal Investigations

Education
Kansas State University   2001 — 2005
Bachelor, Sociology

Baker University
Master of Business Administration (MBA), 4.0

Experience
Nationwide Financial  June 2013 - Present
Great-West Financial   January 2012 - June 2013
Great-West Retirement Services  March 2003 - January 2012
Great-West Retirement Services  December 1999 - March 2003
BenefitCorp  July 1998 - December 1999
BenefitsCorp   November 1997 - July 1998
Colorado Rockies Baseball Club  June 1994 - June 1997

Skills
Strategic Leadership, 401k, Financial Planning, Customer Relations, Profit Sharing, Pensions, Defined Benefit, Plan Design, Retirement, Investments, ERISA, IRA's, Deferred Compensation, Employee Benefits, Retirement Planning, Mutual Funds, Strategic Planning, Investment Advisory, Series 63, FINRA Series 6, Retirement Plan..., Roth IRA, IRAs, 457 Plans, Fixed Annuities, Financial Services, Series 6, Asset Allocation, Defined Contribution, Qualified Retirement..., FINRA, Investment Strategies, 403 b, Series 7, Insurance, Strategic Financial..., CRM, Relationship Management, Asset Management, Business Planning, Series 65, Uniform Combined State..., Customer Service, Equities, Financial Advisory, ETFs, Life Insurance, Portfolio Management, Fixed Income, Alternative Investments

Education
International Foundation for Retirement Education (InFRE)   2013 — 2014
Certified Retirement Counselor (CRC), Retirement Counseling

College of Financial Planning   2011 — 2014
Masters in Financial Planning, Financial Planning

The American College
CASL, Chartered Advisor for Senior Living

The American College
ChFC, Chartered Financial Consultant

Liberty University   1990 — 1994
BS, Business Adminstration, Finance and Psychology

Experience
Great-West Financial   November 2014 - Present
Marshall & Swift/Boeckh   June 2013 - October 2014
FIS  October 2007 - November 2013
Metavante  May 2006 - May 2007

Skills
Customer Service, Technical Support, Troubleshooting, Call Centers, Data Entry, Computer Hardware, Leadership, Teamwork, Team Leadership, Project Management

Education
Milwaukee Area Technical College

Experience
Great-West Financial   July 2014 - Present
Encore Catering  November 2012 - February 2013
Rising Roll Gourmet   August 2012 - November 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English

Education
Metropolitan State College of Denver   2010 — 2015
Bachelor of Arts (BA), European History

Experience
Great-West Financial   September 2014 - Present
J.P. Morgan   October 2013 - September 2014
OneAmerica  March 2011 - August 2012
John Hancock Life Insurance Company (U.S.A.)   August 2010 - February 2011
Great-West Retirement Services  July 2009 - August 2010
Curian Capital  2008 - 2009
American Funds  2004 - 2007

Skills
Series 6, Series 63, 401k, Mutual Funds, Series 7, Retirement, Defined Contribution, Qualified Retirement..., Retirement Planning, Defined Benefit, Asset Allocation, Pensions

Education
Indiana University-Purdue University at Indianapolis   1999 — 2002

Experience
EVRAZ North America  April 2015 - Present
Nike WHQ  September 2014 - January 2015
Charter Communications  May 2014 - September 2014
Great-West Financial   January 2014 - May 2014
Intellidawn Inc.   February 2007 - January 2014
McKesson Health Solutions  August 2010 - January 2013
McKesson Health Solutions: Decision Management   December 2007 - August 2010
BEA Systems (now Oracle)   February 2007 - June 2007
Qwest Software Services  April 2006 - February 2007
US Fish and Wildlife Service  December 2005 - March 2006

Skills
Agile Methodologies, Web Services, Spring, Java, Scrum, Java Enterprise Edition, Oracle, Software Development, SOA, Test Driven Development, C#, Spring Framework, Hibernate, SQL, Subversion, Tomcat, Weblogic, Architecture, Scala, SOAP, JUnit, Groovy

Education
Oklahoma State University   1995 — 1999
Bachelor's Degree, Computer Science (minor:English Lit), with honors

Experience
Great-West Financial  

Skills
Financial Services, Microsoft Excel, Microsoft Office, Investments, Outlook, Process Improvement

Education
Metropolitan State University of Denver   1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General

Experience
LT Trust, formally known as Lincoln Trust   2015 - Present
Guardian Retirement Solutions   2014 - 2015
Great-West Financial   2005 - 2013
LPL Financial  2003 - 2005
Trust Company of America  2002 - 2003
Rydex Investments  1998 - 2002
Salomon Brothers  1996 - 1998
Donaldson, Lufkin & Jenrette   1995 - 1996

Skills
Mutual Funds, 401k, Investments, Series 63, Series 7, Retirement Planning, Retirement Plan..., Asset Allocation, Employee Benefits, Defined Benefit, Series 65, Defined Contribution, Profit Sharing, Insurance, Finance, Financial Advisory, Management

Education
Lehigh University   1991 — 1995
BS, Finance

Summit High

Experience
Great-West Financial   March 2014 - Present
Navy Mutual Aid Association  October 2010 - February 2014
Bennett Group Financial Services, LLC  June 2009 - August 2009
Foundation for Economic Education  June 2008 - August 2008
Nettle Creek Sand   June 2001 - August 2007

Skills
Bloomberg Terminal, Fixed Income Research, Investments, Microsoft Excel, Crystal Reports, Valuation, Financial Accounting, Accounting

Education
Hillsdale College   2006 — 2010
Bachelor of Science, Economics and Computational Mathematics

Experience
EMPOWER Retirement  November 2014 - Present
Great-West Financial   July 2011 - Present
Great-West Retirement Services  September 2009 - June 2011
Great-West Retirement Services  August 2006 - September 2009
Great-West Retirement Services  2000 - 2006

Skills
Program Management, Management Consulting, Strategic Planning, Change Management, Mergers, Sales Management, Product Management, Operations Management, Financial Services, CRM, Product Development, Management, Business Development, PMO, Investments, Finance, Leadership, Process Improvement, Mergers & Acquisitions

Education
Indiana University - Kelley School of Business   2010 — 2012
M.S.

University of Colorado at Denver   2006 — 2008
MBA

University of Colorado   1995 — 1999
B.S.

Experience
Great-West Financial   January 2015 - Present

Skills
Security, Portfolio Management, Disaster Recovery, Information Security, Vendor Management, Information Security..., Cloud Computing, Risk Management, Leadership, Enterprise Software, Network Security, Strategy, Computer Security, Networking, Management

Education
SANS-System Admin, Networking and Security   2004 — 2008
Various courses in IT security

Certified Financial Planner Board of Standards, Inc.
CFP - not current

Minnesota State University, Moorhead
Bachelor of Science Finance, Finance, Economics

Watertown

Watertown High School

Experience
City Wide Maintenance  June 2015 - Present
Great-West Financial   October 2014 - Present
State Street  November 2013 - October 2014
State Street  January 2013 - November 2013
BMO Harris Bank  July 2010 - January 2013
Advance America  February 2008 - July 2010
Value Place  November 2007 - January 2008

Skills
Coaching, Customer Service, Retail Banking, Financial Analysis, Marketing, Business Development, Accounting, Analytics, Sales Management, Budgeting, Financial Reporting, Building Relationships, Forecasting, Budgets, Leadership, CRM, Banking, Management, Finance, Training, Cash Management, Recruiting, Team Leadership, Sales, Customer Retention

Education
Park University   2013 — 2015
Master of Business Administration (MBA), Finance, General

University of Phoenix   2007 — 2011
Bachelor of Science (B.S.), Business Management

Experience
Empower Retirement  August 2015 - Present
Great-West Financial   October 2014 - August 2015
Tunnicliff's Tavern   June 2008 - July 2014
Buca di Beppo  December 1998 - June 2008
Multi Service  February 2000 - May 2005

Skills
Restaurants, Wine, Customer Service, Training, Sales Management, Hospitality Industry, Business Writing, Project Management, Proposal Writing, Word Processing, Craft Beer, E-commerce, Business Planning, Relationship Management, Customer Satisfaction, Operating Systems, Marketing, Sales, Bartending, Longevity, Business Intelligence, Food, Social Media, Budgets, Restaurant Management, Beer, Inventory Management, Hiring, New Restaurant Openings

Education
Park University   1996 — 1998
Bachelor's degree, Psychology

Experience
Great West Financial  February 2011 - Present
Lincoln Financial Media  April 2010 - February 2011
Great West Financial  February 2007 - December 2009
Great-West Financial   July 2005 - February 2007
RTW, Inc.   April 1999 - January 2005

Skills
Networking, Active Directory, Servers, Citrix, Troubleshooting, SharePoint, Hardware, Software Installation, Switches, A+, Network+, Microsoft Office 2003, Microsoft Office 2007, Windows XP, Windows 7, Active Directory, Cisco VPN, SAP, Pointsec encryption, NetMeeting, Tight VNC, Altiris Carbon Copy, Remedy-Action Request..., Deployment Console..., Adobe Reader/Acrobat, Enterprise Vault, Norton Symantec Ghost, McAfee Anti-Virus, Cyberlink Power DVD, Roxio, Sonic, Microsoft Active Sync, NexGen, VoxPro, Adobe Audition, Mozilla Firefox, Desktop Authority, Marketron, Arbitron, Qualitap, The Media Audit, Gmail, Google Apps Sync, Good, Cisco AnyConnect, Microsoft Office 2010, Norton PC Anywhere, Software Documentation, Laptops, Technical Support

Education
University of Phoenix-Colorado Campus   2001 — 2003
Bachelors of Science, Information Technology

Northwest Nazarene University   1992 — 1996

Experience
UnitedHealth Group  February 2014 - Present
US Review of Books   November 2010 - Present
Beacon Partners  July 2013 - February 2014
TriZetto Corporation  March 2013 - July 2013
Great-West Financial   December 2011 - March 2013
TUSK Magazine Denver   January 2010 - January 2011
Rangeview Library District  January 2005 - December 2009

Skills
Creative Writing, Technical Writing, Editing, Library, Books, Publications, Public Speaking, Press Releases, Copywriting, Community Outreach, Proofreading, Publishing, Content Management, Newsletters, Proposal Writing, Fiction Writing

Education
Spalding University   2009 — 2011
Master of Fine Arts, Writing

Metropolitan State College of Denver   1993 — 1998
Bachelor of Arts, History

Experience
AIG  November 2014 - Present
Great-West Financial   November 2013 - October 2014
Great-West Financial   March 2012 - October 2013
Vogan Manufacturing, Inc.   January 2011 - February 2012
Vogan Manufacturing, Inc.   January 2011 - February 2012
uFinancial Group  August 2010 - February 2012
Kinsley Construction, Inc.   September 2009 - August 2010
Lobar Inc / Lobar Assoc.   July 2005 - August 2009

Skills
Sales, New Business Development, Sales Management, Marketing, Marketing Strategy, Account Management, Investments, Insurance, Business Development, Selling, Leadership, Strategic Planning, Business Planning, Employee Benefits, Retirement Planning, Small Business, Management, Cold Calling, Strategy, Financial Analysis, Budgets, Team Building, Contract Negotiation, Competitive Analysis, Sales Process, Entrepreneurship, Leadership Development, Program Management, Finance, Business Strategy, Human Resources, Customer Service, Project Planning, Benefits Administration, Training, Risk Management, Mergers & Acquisitions, Recruiting, Strategic Financial..., Coaching, Deferred Compensation, CRM, Financial Services, Relationship Management, 401k, Salesforce.com, Health Insurance, Start-ups, Retirement, Mutual Funds

Education
Shippensburg University of Pennsylvania   2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management & Business Development, Finance, and Human Resources

Penn State University   2003 — 2007
Bachelor's of Science, Marketing & Management

Experience
Great-West Financial   September 2014 - Present
J.P. Morgan   October 2011 - August 2014
JP Morgan Retirement Plan Services  July 2010 - October 2011
J.P. Morgan   June 1997 - June 2011
Buck Consultants  June 1995 - June 1997
Mercer Management Consulting  1992 - June 1995
American Fiduciary Corporation   1987 - 1992

Skills
401k, Pensions, Retirement, Relationship Management, Mutual Funds, Series 7, Asset Managment, Retirement Planning, Investments, Securities, Asset Allocation, Series 63, ERISA, Risk Management, FINRA, Defined Contribution, Financial Services, Fixed Annuities, Alternative Investments, Fixed Income, Portfolio Management, Wealth Management, Asset Management, Investment Management, Investment Strategies, Equities, Series 24, Series 65, Hedge Funds, Series 6, Employee Benefits, Uniform Combined State..., Client Services, Strategic Financial..., Financial Planning

Education
Pittsburg State University   1982 — 1986
Bachelors, Accounting, Economics, Finance

Experience
Candid Culture, Inc.   April 2015 - Present
Great-West Financial   August 2013 - March 2015
Denver Investments  November 2012 - August 2013
OFI Institutional Asset Management (subsidiary of OppenheimerFunds)   October 2006 - April 2012
OppenheimerFunds  May 1997 - October 2006

Skills
Mutual Funds, Financial Services, Series 7, Series 63, Institutional, Retirement, 401k, Investment Advisory, Investment Strategies, Relationship Management, Business Development, Project Management, Sales, Marketing, Equities, Investments, Fixed Income, Portfolio Management, Strategic Financial..., Asset Allocation, Wealth Management, Investment Management, Asset Management, Due Diligence, Hedge Funds, Securities, Retirement Planning, Client Services

Education
University of Northern Colorado   1992 — 1995
BA, Biology

Midland Lutheran College   1990 — 1992
Biology, General

Experience
Alerus Financial  November 2013 - Present
Great-West Financial   November 2000 - November 2013

Skills
401k, Customer Service, Compliance Testing, 403 b, Employee Relations, Microsoft Word, Employee Benefits

Education
Metropolitan State College of Denver   1992 — 1993
Accounting and Business/Management

Grace Bible College   1988 — 1990
Education

Experience
Transamerica Retirement Solutions  November 2014 - Present
Transamerica Retirement Solutions  April 2011 - Present
John Hancock Life Insurance Company (U.S.A.)   June 2010 - April 2011
Great-West Financial   August 2008 - July 2010
Morgan Stanley  November 2006 - July 2008
Morgan Stanley  May 2005 - November 2006
Diversified Investment Advisors  April 2003 - May 2005
Diversified Investment Advisors  June 2000 - April 2003
Con Edison Solutions  September 1998 - June 2000

Skills
401k, Retirement, Pensions, IRA's, Series 63, IRAs, Asset Managment, Retirement Planning, ERISA, Asset Allocation, Financial Services, Mutual Funds, Defined Contribution, Asset Management, Defined Benefit, Financial Advisory, Fixed Annuities, Insurance, Investments, Qualified Retirement..., Relationship Management, Series 6

Education
Loyola University New Orleans   1995 — 1997

Mercy College
BS, Organizational Management

Experience
Enterprise Holdings  July 2015 - Present
First Data Corporation  January 2015 - June 2015
Charter Communications  October 2014 - December 2014
Kaiser Permanente  October 2013 - September 2014
Jeppesen  April 2013 - July 2013
Great-West Financial   March 2012 - March 2013
Oppenheimer Funds  June 2011 - March 2012
ECSTeam  November 2010 - August 2011
Valen Technologies, Inc.   July 2010 - November 2010
Coventry Health Care  July 2002 - August 2010

Skills
Spring, Java, Web Services, J2EE, Web Applications, Java Enterprise Edition, Software Development, Algorithms, Enterprise Software, Software Engineering, C, SDLC, Flex, Ninja Skills, Agile Methodologies, Tomcat, Oracle, Databases, Scala, Eclipse, JSP, JUnit, REST, Weblogic, SOA, SOAP, Hibernate, Spring Framework

Education
North Carolina State University   1997 — 2001
MCS, Computer Science

Experience
Great-West Financial   December 2014 - Present
Great-West Financial   October 2012 - December 2014
Greater Lowell Technical High School  February 2011 - September 2012
Diamond Action / Lowell Spinners   June 2001 - September 2011
Deluxe Corporation  April 2009 - December 2010
Trinity Emergency Medical Service   March 2006 - April 2009

Skills
Adobe Creative Suite, Photoshop, Word, Publisher, Power..., Excellent computer..., Remain composed under..., Organized; attentive to..., Strong ability to..., Fast learner, creative..., Consistently exceed..., Dedicated to highest..., Supportive team player, Customer Service, Microsoft Word, Microsoft Office, Sales Management, Teamwork, Financial Services, Finance, Salesforce.com, Investments, Retirement, Call Centers

Education
Lowell High   2001 — 2005
Health & BioScience Academy

University of Massachusetts at Lowell   2013 — 2016
Bachelor of Business Administration (BBA), Finance, General

Middlesex Community College   2008 — 2012
Associates Degree, Business Administration

Experience
Level 3 Communications  March 2015 - Present
Great West Financial  July 2014 - February 2015
Xerox  February 2014 - July 2014
Metrolist  March 2013 - February 2014
McKesson Provider Technologies  September 2011 - March 2013
Scalable Game Design @ CU   April 2011 - December 2011
Artemis Vision   June 2011 - September 2011
Insurance Company of the West Group   July 2008 - June 2009
Qualcomm  July 2007 - July 2008
Sony Computer Entertainment of America  June 2006 - August 2007

Skills
Quality Center, Testing, SharePoint, Quality Assurance, Regression Testing, Test Cases, Bugzilla, JIRA, QTP, Microsoft Office, Microsoft Excel, SQL, Java, Team Leadership, Microsoft SQL Server, Oracle Reports, Oracle Forms, Software Documentation, HP Quality Center, SDLC, Scrum, Software Quality..., Software Development, Test Planning, Integration

Education
Metropolitan State College of Denver   2010 — 2011
BS, Computer Science

Mohawk Valley Community College   2000 — 2002
Associates, GS/Computer and Information Science

Experience
Great-West Financial   June 2012 - Present

Skills
Business, Tax, Employee Benefits, Legal Advice, Legal Research, Legal Writing, Corporate Law, Mergers, ERISA, Employment Law, Mergers & Acquisitions, Executive Pay

Education
University of Missouri-Kansas City School of Law   2003 — 2006
Doctor of Law (J.D.)

Louis D. Brandeis School of Law at the University of Louisville   2004 — 2004
Doctor of Law (J.D.)

University of Missouri-Columbia   1998 — 2002
Bachelor of Journalism (B.J.)

Rockhurst High School

Experience
Ascensus  May 2014 - January 2015
ADP  June 2004 - August 2013
Sandoz  September 2003 - May 2004
Ceridian  June 2002 - August 2003
MetLife  March 2000 - October 2001
Great-West Financial   March 1997 - March 2000
Prudential Financial  June 1987 - December 1996

Skills
401k, Vendor Management, Process Improvement, Retirement, Employee Benefits, Project Management, Outsourcing, Training, Leadership, Change Management, Management, Financial Services, Business Analysis, People Development, Offshoring, Start-ups, Franchising, Process Consulting, Technical Documentation, Operations Management, Consulting, Strategy, Interpersonal..., Business Process Design

Education
Regis University   1999 — 2003
MBA, Operations and Project Management, 3.95

Pennsylvania State University   1979 — 1983
BS, Business Administration, Management and Operations, 2.50

Experience
Great-West Financial   1985 - 1994

Education
Loyola Marymount University   1981 — 1985
BA

Experience
Great-West Financial   April 2015 - Present
MediFit Corporate Services  2013 - Present
HNTB  October 2014 - April 2015
North American Savings Bank  May 2006 - June 2014
North American Savings Bank  September 2005 - May 2006
Bank of America  2004 - 2005
Bank of America  2002 - 2004

Skills
Coaching, Instructional Design, Customer Service, Banking, Customer Relations, Performance Management, Sales Management, Interviewing, Interviews, Training, Business Development, Project Management, Leadership, Sales, Employee Training, Recruiting, Consulting, Management, Time Management, Organizational..., Human Resources, Leadership Development, Social Networking

Education
Longview Community College
Associate of Science, Business Administration

Experience
Great-West Financial   September 2013 - Present
Lockton Companies  January 2013 - September 2013
Heritage Companies  March 2009 - October 2012
Arthur J. Gallagher & Co.   October 2006 - December 2008
Forrest T. Jones  October 2002 - October 2006

Skills
Employee Benefits, Fixed Annuities, Budgets, Social Media, Retirement Planning, Strategic Planning, Microsoft Excel, 401k, Microsoft Office, Insurance, Management, Financial Services, Defined Contribution, Financial Analysis, Research, Investments, Finance, Analysis, Training, New Business Development, Customer Service, Leadership, Mutual Funds, Retirement, Portfolio Management

Education
Missouri Western State University
Bachelor of Science, Finance

Experience
Cochlear  May 2015 - August 2015
Independent  October 2014 - April 2015
Nationstar Mortgage  August 2013 - September 2014
Donut Holdings, Inc. D/B/A LaMar's Donuts   July 2013 - July 2013
Great-West Financial   October 2012 - May 2013
Denver Public Schools  February 2012 - September 2012
East Cherry Creek Valley Water & Sanitation District   September 2011 - November 2011
CIGNA Healthcare  2006 - 2010
CH2M  August 2006 - September 2006
URS International   February 2006 - July 2006

Skills
Forecasting, Variance Analysis, Financial Modeling, General Ledger, Budgeting, Process Improvement, Essbase, P&L, Reconciliations, Peachtree, Problem Solving, SAP, Cognos, Hyperion, MS Office Suite, Quattro Pro, Financial Analysis, Financial Reporting, Journal Entries, Accounting, Reconciliation, Spreadsheets, Excel, PowerPoint, Word, Underwriting, Workout, Microsoft Excel, Account Reconciliation, Budgets, Strategic Financial..., Finance, Analysis, Pricing, Accounts Payable, Cash Management, Income Statement, Payroll, Insurance, Team-oriented, Risk Management, Banking, Credit, Management, Microsoft Office, Portfolio Management, Investments, Tax, Microsoft Word, Asset Management

Education
University of Phoenix   2009 — 2011
MBA, Business Administration and Management, General, 3.97 GPA

Metropolitan State College of Denver   1989 — 1998
Although I did not graduate, My purpose at MSC was continuing my financial education., Continuing Education - Accounting/Economics, 3.25 GPA

Dun & Bradstreet   1996 — 1996
Certificate, Credit and Financial Analysis

American Institute of Banking   1984 — 1984
N/A, Principles of Banking, Marketing for Bankers, 4.0 GPA

University of Northern Colorado   1979 — 1983
Bachelor of Science, Business Administration - Finance, Minor in History

Cherry Creek High School   1975 — 1979
High School Diploma, General Ed.

Post Graduate Independent Study
Economics and Public Policy, Investments, World History, Psychology, Rock & Roll, Cooking, Nuismatics

Experience
FJA-US  November 2013 - June 2014
State of Colorado  September 2012 - September 2013
Great-West Financial   2007 - 2012
CIGNA (formerly Great-West Healthcare)   2002 - 2007
First Data Corporation  1996 - 2001

Skills
System Testing, Manual Testing, Integration, Requirements Gathering, SQL, Visio, Software Documentation, Business Analysis, Software Project..., Test Planning, User Acceptance Testing, Quality Assurance, HP Quality Center, Test Cases, Systems Analysis, Agile & Waterfall..., Team Building, Defect Tracking

Education
International Institute for Software Testing   2008 — 2009
Certification, Certified Software Test Professional

University of Denver   1996 — 1997
Certification - Advanced Intermediate French

Northeastern University
Bachelor of Arts (B.A.), Mathematics

Experience
Colorado County Officials and Employees Retirement Association (CCOERA)   April 2008 - Present
Great-West Financial   May 2006 - April 2008
Wagner Equipment  May 2005 - March 2006

Skills
Process Improvement, Oral & Written..., Team Leadership, Organizational..., Customer Service, Retirement Planning, Account Management

Education
Metropolitan State College of Denver   2007 — 2009
Bachelor's degree, Business Administration and Management, General

Texas Tech University   2001 — 2003

University of New Mexico   2000 — 2001
Business Administration and Management, General

Experience
Great-West Financial   May 2013 - Present
Love Laugh and Learn Daycare   January 2010 - May 2013
McKesson Pharmaceutical Company   February 2008 - April 2010
ADT Security Services  October 2006 - February 2008
ADT Security Services  January 2005 - October 2006

Skills
Background Checks, Human Resources, Employee Relations, Early Childhood..., Child Development, Microsoft Office, Recruiting, Office Administration, Payroll, New Hire Orientations, New Hire Training, HRIS, Conflict Resolution, Cpr Certified, Medication..., HR Policies, Employee Benefits, Interviews, Training

Education
Pickens Technical College

Experience
Great-West Financial   November 2014 - Present
General Motors  June 2012 - November 2014
General Motors  November 2009 - June 2012
KPMG US  August 2004 - September 2009

Skills
SEC filings, Tax Technology, Project Management, SharePoint, CPA, Internal Controls, SEC Filings, Finance, Financial Analysis, Analysis, US GAAP

Education
Michigan State University - The Eli Broad School of Business   2003 — 2004
Master's Degree, Accounting

Michigan State University   1998 — 2002
Bachelor's Degree, Finance, General

Experience
Great West Financial  November 2012 - Present
PNC Wealth Management  August 2012 - November 2012
Bank of America  June 2010 - August 2012
British Airways  May 2008 - October 2009

Skills
Delivering Exceptional..., Retail Banking, Cash Handling Experience, Accounting & Reporting, Financial Analysis &..., Project Management, Document Management, Reconciliation &..., SAP, 10 Key Data Entry, OnBase, Interact Merlin, MS Office...

Education
Kean University
Bachelor of Science, Finance

Union County College
Associate of Science, Liberal Studies

Experience
Great West Financial  June 2014 - Present
UR IT Salon   2008 - Present
Freelance  February 2005 - Present
Egencie.com   July 2013 - August 2013
Autoguide   June 2012 - November 2012
Reunions Magazine   October 2011 - January 2012
Traffic and Parking Control Company, Inc.   October 2010 - June 2011
UWSP Communication Department   January 2001 - March 2011
Universtiy Club   October 2009 - September 2010
MIGUN   April 2009 - June 2009

Skills
Logo Design, Posters, Brochures, Illustration, Photography, Business Cards, Color Correction, QuarkXPress, Image Manipulation, InDesign, Adobe Creative Suite, Creative Direction, Magazines, Web Design, Direct Mail, Graphic Design, Layout, Catalog layout..., Consulting, Communication, Flash Animation, Final Cut Pro, Video Production/Editing, Music, Fashion, Jewelry, Video Editing, Publishing, Graphics, Catalogs, Publications, Social Media

Education
Madison Area Technical College   2001 — 2005
Associate in Applied Arts, Graphic Design

University of Wisconsin-Stevens Point   1994 — 1998
Bachelor of Arts, Art

Experience
Great-West Financial   February 2013 - Present
Denver Ear Associates  August 2009 - February 2013
University of Colorado Denver  March 2010 - December 2012
United States Marine Corps  August 2004 - August 2009

Skills
Microsoft Office, Active Directory, Microsoft Exchange, Windows Server, Windows 7, Windows XP Pro, Windows 2000, Adobe Acrobat, VPN, Software Licensing..., Network Topology, TCP/IP, Subnetting, Cabling, Wireless Networking, McAfee Antivirus, Critical Thinking, Problem Solving, Multi-tasked, ISA, Inventory Management, WASP, Computer Hardware..., Software Installation, Imaging Technologies, Desktop Administration, LAN-WAN, Leadership, Military Communications, Laptop Encryption, Computer Hardware, Troubleshooting, Technical Support, Information Technology, System Administration, Security, Networking, Laptops

Education
Metropolitan State College of Denver   2009 — 2012
Bachelor of Science (B.S.), Computer Information Systems

Sailor/Marine American Council on Education   2009 — 2010
Certification, Data Network Administratrion

Experience
Great-West Financial   June 2014 - Present
Janus Capital Group  October 2013 - May 2014
Grabau & Company, PC   2013 - 2013

Skills
Accounting, Bookkeeping, QuickBooks, Tax Preparation, GAAP, General Ledger, Financial Statements, CPA, Tax

Education
Metropolitan State College of Denver   2011 — 2013
Bachelor of Science (BS), Accounting

Experience
Great-West Financial   October 2014 - Present
J.P. Morgan Retirement Plan Services   September 2010 - September 2014
Morgan Stanley  May 1998 - October 2010
CNA Insurance  September 1995 - October 1997
ComEd  January 1985 - January 1995

Skills
SDLC, Fixed Income, Process Improvement, Business Analysis, IT Strategy, Business Intelligence, Portfolio Management, Vendor Management, Asset Management, Data Warehousing, Risk Management, Software Development, Change Management, CRM, Financial Services, PMO, Requirements Gathering, Software Documentation, Analytics, Business Process..., Visio, Program Management, Disaster Recovery, Project Portfolio..., Analysis, Leadership, Enterprise Architecture, Software Project..., Requirements Analysis, Business Process, PMP, Management

Education
University of Illinois at Chicago   1993 — 1997
MA, History

Syracuse University   1982 — 1984
M.S., Information Resources Management

Knox College   1975 — 1979
BA, International Relations

Wilde Lake High School   1971 — 1975

Experience
Great-West Financial   September 2009 - Present
Chrysler  October 2001 - August 2009
DaimlerChrysler  2001 - August 2009
BCBSM  December 2006 - April 2007
Ajilon  2002 - 2007
Dillards  August 2000 - November 2001
Tata Consultancy Services  January 1997 - August 2000
GE Plastics  1999 - 2000
Sagar Soft   July 1995 - January 1997

Skills
SDLC, Integration, SOA, IT Strategy, Software Development, Solution Architecture, Java Enterprise Edition, Project Management, UML, Disaster Recovery, Java, Business Process, Security, Management, Architecture, Program Management, PMP, Software Project..., Requirements Analysis, Business Analysis, FileNet, Salesforce.com, Adobe LiveCycle, IBM BPM, BPMN, ibm case manager, business spaces, Websphere, Governance, Business Intelligence, Resource Management

Education
Karnatak University   1990 — 1994
Bachelor of Engineering (B.E.), Electronics & Communication

Karnatak University

Experience
Great-West Financial   September 2014 - Present
J.P. Morgan Retirement Plan Services   July 2007 - Present
Kronos Incorporated  February 2006 - June 2007
Bellco Credit Union  February 1997 - October 2005
Customer Insight Company / Experian   November 1988 - February 1997

Skills
Corporate Communications, Financial Services, Marketing, Program Management, Management, Marketing Communications, Sales, CRM, Project Management, Sales Management, Strategic Partnerships, Leadership, Strategy, Sales Operations, Salesforce.com

Education
Regis University   1989 — 1991
Bachelor of Science, Business Administration

Metropolitan State University of Denver   1979 — 1981

Experience
Home  March 2005 - Present
Great-West Financial   August 2003 - March 2005
The Fedeli Group  July 2002 - February 2003
New England Financial  July 1995 - July 2002

Education
John Carroll University   1991 — 1995
Bachelor of Arts (BA), Communication

Experience
Owner, Petsitting By Jose, LLC.   August 2015 - Present
Transamerica  July 2014 - June 2015
Great-West Financial   May 2004 - July 2014
INVESCO  February 1991 - December 2003

Skills
Marketing, Visio, Marketing Communications, Software Documentation, Insurance, Spreadsheets, Microsoft Excel, Outlook, Mutual Funds, Customer Service, Access, PowerPoint, Analysis, Microsoft Word, Process Improvement, Management, Investments

Education
New York University   1970 — 1974
Bachelor of Arts (B.A.)

Brooklyn Technical High School   1966 — 1970

Experience
Great-West Financial   February 1992 - Present
Schulz and Company   January 1992 - September 1993

Skills
Leadership, Public Speaking, Coaching Staff, Strategic Planning, Process Improvement, Creative Problem Solving, Business Process..., High Achiever, Software Conversions, Business Intelligence, Integration, Program Management, Management Consulting, Cross-functional Team..., Change Management, Management, Thunderhead, Winning Others Over, Quality Assurance, Financial Services, Technical Documentation, Mentoring, Project Planning, Staff Development, Vendor Management

Education
Minnesota State University, Moorhead   1987 — 1991
BS, Accounting

Experience
Great-West Financial   March 2014 - Present
Payden & Rygel  June 2012 - March 2014
Sentinel Investments  June 2011 - August 2011

Skills
Credit Analysis, Microsoft Excel, Financial Modeling, Economics, Research, Barclays Point, Bloomberg, Capital IQ, Proprietary Systems

Education
Middlebury College   2008 — 2012
BA, Economics and History

Experience
Great-West Financial   April 2015 - Present
JPMorgan Chase  July 2012 - April 2015
Booz Allen Hamilton  January 2009 - July 2012
Sprint  January 2000 - December 2008
Sprint Nextel  2000 - 2008
IBM Global Services  2004 - 2006

Skills
Web Services, SOA, Java Enterprise Edition, Software Development, SDLC, Unix, Agile Methodologies, Spring, SQL, Weblogic, Tomcat, Spring Framework, SpringSource, Websphere, EAI, Requirements Analysis, Information Security, Network Security, Application Security, Application Security..., Web Application Security, Application Security...

Education
Missouri State University   1995 — 1999
BS, Computer Information Systems

Experience
Great-West Financial   April 2015 - Present
Great-West Financial   June 2012 - April 2015
Great-West Financial   November 2009 - June 2012
Dish Network  April 2009 - November 2009
OppenheimerFunds  2006 - 2009
Columbia Management  1999 - 2005
Columbia Management  1997 - 1999

Skills
Qualified Retirement..., IRAs, Relationship Management, Mutual Funds, Customer Service, Coaching, Performance Management, Operations Management, Supervisory Skills, 401k, Financial Services, Retirement, Training, Analysis, Leadership, Management, Investments, Series 6, Series 63, Call Centers

Education
Metropolitan State University of Denver
B.S., Business Management

Experience
Great-West Financial   February 2012 - Present
E*Trade Securities LLC   August 2010 - November 2011
TD Bank Wealth Management  February 2010 - May 2010
E*Trade Securities LLC   January 2006 - July 2009
E*TRADE Financial  2006 - 2009
E*Trade Securities LLC   2006 - 2009
Etrade Financial  2006 - 2009
UBS/Paine-Webber  July 2002 - January 2006
National Discount Brokers/Ameritrade   January 2000 - January 2001
Merrill Lynch  January 1998 - January 2000

Skills
Financial Analysis, Risk Management, Finance, Securities, Options, Investments, Equities

Education
Kean University
B.S, Management; Corporate Finance

Experience
Great-West Financial   October 2011 - Present
Great-West Financial   October 2010 - September 2011
Great-West Financial   February 2003 - October 2010

Skills
Process Improvement, Financial Analysis, Vendor Management, Software Documentation, Microsoft Excel, Business Analysis, Corporate Real Estate, Risk Management, Budgets, Microsoft Office, Lease Negotiations, Analysis, Negotiation, Contract Negotiation, AutoCAD, HarborFlex, CAFM, BMC Remedy, Lease Administration, SAP, Photoshop, CoStar

Education
New Mexico State University   1997 — 2001
Bachelors, Accountancy

Experience
Great-West Financial   Account Reconciliation CoordinatorGreat-West FinancialOctober 2006 - Present
Great-West Financial   August 2001 - September 2006

Skills
Banking, Finance, Retirement, Financial Analysis, Customer Service, 401k, Microsoft Office, Business Analysis, Microsoft Word, Business Planning, Employee Benefits, Process Improvement, Financial Reporting, Accounting, Account Reconciliation, Analysis, Financial Services

Education
Metropolitan State College of Denver   1998 — 1999

University of Denver   1997 — 1998

Experience
Great-West Financial   May 2015 - Present

Skills
Java, Eclipse, JSP, XML, SQL, Spring, Java Enterprise Edition, C#, PL/SQL, Web Services, JavaScript, Tomcat, Unit Testing, Autosys, Spring Batch, Spring Integration, OOP, .NET, SOAP, SOA, Web Applications, AJAX, PHP, HTML, CSS, Unix, Software Development, SDLC, Programming, Visual Studio, Oracle, MySQL, Microsoft SQL Server, Hibernate, Subversion, Scrum, Agile Methodologies, Ant, Maven, JUnit, Mockito, UML, Databases, Requirements Analysis, Software Engineering, C, Integration, Spring Framework

Education
Utah State University   2007 — 2009
MS, Computer Science

Jawaharlal Nehru Technological University   2003 — 2007
Bachelors of Technology, Computer Science

Experience
Great-West Financial   July 2014 - April 2015
Barnes & Noble  June 2014 - July 2014
M&T Bank  November 2011 - March 2014

Education
Montclair State University   2006 — 2009
Bachelor’s Degree, Accounting

Experience
Great-West Financial   July 2012 - Present
Potawatomi Bingo Casino  February 2008 - July 2012
Frito-Lay Inc  January 2002 - December 2006
Kmart  January 1995 - January 2000

Skills
Direct Sales, Dealer, Merchandising, Multitasker, Guest Service, Retail, Financial Services, Mutual Funds, Microsoft Office, Problem Solving, Sales, Direct Store Delivery, Series 6, Series 63, 401k, Customer Service

Education
University of Wisconsin-Milwaukee   2005 — 2008
Bachelors Degree, Economics

Milwaukee Area Technical College   2001 — 2003
Associates Degree, Accounting

Experience
Great-West Financial   September 2015 - Present
Curian Capital  April 2014 - August 2015
Curian Capital  August 2013 - April 2014
Curian Capital  March 2013 - August 2013
Curian Capital  April 2011 - March 2013
Jackson National Life  January 2011 - April 2011
Cyber Solutions LLC   June 2010 - August 2010
Technology Marketing Corporation  May 2010 - August 2010
The Home Depot  December 2006 - August 2007

Skills
Public Speaking, Customer Service, Marketing, Financial Analysis, Financial Planning, Process Improvement, Mutual Funds

Education
Sacred Heart University   2007 — 2010
BS, Business Administration

Mercy College   2006 — 2007
Business Management

Experience
Metropolitan State University of Denver  August 2013 - Present
Great-West Life and Annuity Insurance Company  July 2007 - February 2013
Great-West Financial   March 2001 - July 2007

Skills
Qvidian RFP Machine, Process Improvement, Business Analysis, Customer Service, Leadership, Investments, Analysis, Project Management, Financial Services, Salesforce.com, Program Management, 401k, Employee Benefits, Management, Mutual Funds, Visio

Education
Metropolitan State College of Denver   2013 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services

Englewood High School   1987 — 1990

Experience
Great-West Financial   September 2011 - Present
SDL International  July 2008 - September 2011

Skills
Software Quality..., Agile Methodologies, Testing, SDLC, Test Planning, Oracle, Quality Assurance, Test Cases, Regression Testing, User Acceptance Testing, Manual Testing, System Testing, Internationalization

Education
Osmania University   1997 — 2000
Bachelors, Computer Science

Experience
Great-West Financial   August 2015 - Present
Charles Schwab  July 2014 - August 2015
University of Phoenix  March 2012 - May 2014
University of Phoenix  March 2010 - March 2012
GOGO Worldwide Vacations  November 2006 - March 2010
Zales  October 2005 - December 2006

Skills
Self Motivated, Detail Oriented, Excellent Customer..., Self Starter, Self Management, Self Driven, Virtual Teams, Cross-functional Team..., Cross-cultural, Curiosity, Knowledge Sharing, Mentoring, Motivator, Leadership, Customer Service, Time Management, Motivation, Call Centers, Oral & Written..., Self-driven, Employee Training, New Business..., CRM, Nonprofits, Management, Information Systems, Critical Thinking, Result Oriented, Goal Oriented, Team-oriented

Education
Western International University   2012 — 2014
Masters of Arts in Human Dynamics

University of Phoenix   2010 — 2011
Bachelors in Business, Marketing

Mesa Community College   2004 — 2007
Associate, Arts

Experience
Great West Financial  September 2006 - Present
GetConnected, Inc.   May 2005 - August 2006
Cheapticket.com   December 2000 - April 2005

Skills
JavaScript, Databases, J2EE, jsp, Struts, Web Services

Education
Kansas State University   1985 — 1989
Ph.D., Plant Genetics

Experience
Great-West Financial   May 2015 - Present
J.P. Morgan   July 2012 - April 2015
Waddell & Reed  June 2011 - August 2011

Skills
Financial Analysis, Investments, Portfolio Management, Finance, Equities, Value Investing, Short Seller, Financial Modeling, Valuation, Series 7, Series 6, Series 63, Options Strategies

Education
Johnson & Wales University-Denver   2008 — 2012
Bachelor’s Degree, Management

Experience
Emerging Health, Montefiore Information Technology  March 2008 - Present
Great-West Financial   July 2005 - March 2008
HMS  July 2002 - June 2005
PwC  July 1996 - March 2001

Skills
EHR, HL7, Revenue Cycle, Healthcare Information...

Education
Pace University   1996 — 2001
BS, Computer Science

Experience
Empire Life  November 2013 - Present
Standard Life  May 2009 - November 2013
Great-West Financial   November 2003 - May 2009

Skills
Insurance, Employee Benefits, Microsoft Office, Analysis, Disability Insurance, Customer Service, Coaching, Change Management, Strategic Planning, Management, Organizational..., Human Resources, Training

Education
McGill University   1998 — 2002
Bachelor of Arts (B.A.), Sociology and Ethnic Studies

Experience
Great-West Financial   September 2014 - Present
Jp Morgan retirement plan services  November 2012 - September 2014
McCormick & Schmick's   May 2005 - May 2010
Plaza Iii Steakhouse   June 1988 - May 2003
US Navy Reserve  October 1988 - October 1999

Education
Ottawa University
Bachelor's degree, Business Administration and Management, General

Ottawa University
Bachelor's degree, Accounting

Experience
Great-West Financial   August 2013 - Present
Boutique Dance Academy   May 2007 - Present
Great-West Financial   August 2008 - August 2013

Skills
Microsoft Excel, VBA, Insurance, PowerPoint, Risk Management, Analysis, Access, Life Insurance, Data Analysis

Education
Metropolitan State University of Denver   2004 — 2011
Bachelor of Science (B.S.), Finance, 3.6

Experience
Great-West Financial   April 2000 - Present
Applebees International  1992 - 2000

Skills
Customer Service, Administrative..., Outlook, Data Entry, Time Management, PowerPoint, Access, Microsoft Word, Spreadsheets, Travel Arrangements

Education
Metropolitan Community College-Maple Woods   1987 — 1989