Harbor Financial Group, Inc.
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Harbor Financial Group, Inc. Employees
Cherry Hills Investment Advisors November 2014 - Present
Harbor Financial Group, Inc. May 2012 - August 2014
Harbor Financial Group, Inc. November 2007 - May 2012
Skills
Investments, Mutual Funds, Portfolio Management, Alternative Investments, Financial Analysis, Trading, Due Diligence, Strategic Financial..., Wealth Management, Risk Management, Private Equity, Equity Research, Fixed Income Strategies, ETFs, Financial Modeling
Education
University of Colorado at Boulder 2003 — 2007
BA, International Relations and Affairs
Fairview High
Lei's Fashion November 2012 - Present
Harbor Financial Group, Inc. November 2006 - Present
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Refinance, Strategic Financial...
Education
Hawaii Pacific University 1989 — 1993
Master of Arts (MA), Human Resources Management/Personnel Administration, General
Hawaii Pacific University 1989 — 1993
Bachelor of Arts (BA), Economics
Hawaii Pacific University
Master of Arts (MA), Human Resources Management/Personnel Administration, General
En July 2015 - Present
Harbor Financial Group, Inc. December 2014 - Present
Hotel Boulderado April 2010 - December 2014
Asti Di Italia November 2013 - November 2014
Chautauqua Dining Hall May 2000 - March 2010
Denver Public Schools May 2000 - April 2008
Skills
Hospitality, Event Management, Sales, Customer Service, Public Speaking, Public Relations, Teaching, Social Networking, Microsoft Office, Special Education, Training, Early Childhood..., Customer Satisfaction, pastry chef, Microsoft Excel, Management, Social Media Marketing, Yin Yoga, Corporate Events, Marketing, Event Planning, Bookkeeping
Education
Metropolitan State College of Denver 2000 — 2005
Bachelor of Arts (B.A.), Sociology, Special Education
Deloitte Consulting August 2013 - Present
Deloitte Consulting August 2011 - August 2013
University of Colorado January 2011 - May 2011
Harbor Financial Group, Inc. July 2010 - May 2011
Skills
Business Process Design, Financial Modeling, Data Analysis, Financial Analysis, Management Consulting, Business Process..., Business Analysis
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2011
Business Administration, Finance
Fidelity Investments June 2015 - August 2015
Harbor Financial Group, Inc. May 2014 - December 2014
Wishlist May 2014 - December 2014
Delta Sigma Pi-Alpha Rho Chapter December 2013 - May 2014
Delta Sigma Pi - Alpha Rho Chapter August 2013 - November 2013
SLS June 2013 - September 2013
Above Parr Flooring May 2012 - June 2013
Delta Sigma Pi-Alpha Rho Chapter December 2012 - May 2013
Skills
Leadership, Marketing, Event Planning, Social Media Marketing, Advertising, Market Research, Financial Analysis, Marketing Strategy, International Marketing, CRM, Budgets
Education
University of Colorado Boulder 2012 — 2016
Business Administration
Guild Mortgage April 2014 - Present
Surfrider Foundation San Diego Chapter 2009 - Present
First California Mortgage Company September 2012 - March 2014
AnnieMac Home Mortgage January 2008 - September 2012
Harbor Financial Group, Inc. March 2004 - January 2008
TR Financial Services, Inc. January 2003 - March 2004
H&R Block Mortgage August 2001 - January 2003
Skills
Mortgage Lending, FHA, Loans, Mortgage Banking, Loan Origination, Credit, Refinance, First Time Home Buyers, Investment Properties, Real Estate, Sales Management, Referrals, Sales, Training, Strategic Planning, Residential Mortgages, Nonprofits
Education
University of Colorado at Boulder 1996 — 2000
Bachelor of Arts, Political Science
Harbor Financial Group, Inc. August 2015 - Present
Ethos Financial Partners, a financial advisory practice of Ameriprise Financial Services, Inc. May 2006 - July 2015
Skills
Financial Planning, Strategic Planning, Strategic Financial..., Estate Planning, Retirement Planning, Investments, Asset Allocation, Financial Advisory, Financial Services, Mutual Funds, Paraplanning, Operations Management
Education
University of Colorado at Boulder 2000 — 2004
Kinesiology and Applied Physiology, Kinesiology
Harbor Financial Group, Inc. January 1988 - Present
Learned & Company, Inc., Denver, CO June 1986 - January 1988
Ziedens and Co, Inc January 1982 - May 1986
Chart House September 1979 - January 1982
Skills
Business Development, Budgets, Business Strategy, Public Speaking, Public Relations, Finance, Start-ups, Analysis, Entrepreneurship, Investments, Wealth Management, Insurance, Strategic Planning, Banking, Business, Negotiation, Social Media
Education
University of Colorado Boulder 1972 — 1977
BA, Political Science / Economics
Scripps Networks Interactive February 2015 - Present
TEAM Enterprises July 2013 - February 2015
Bacardi November 2011 - August 2013
Harbor Financial Group, Inc. July 2011 - August 2011
CorePower Yoga June 2009 - August 2011
University of San Diego September 2009 - May 2011
University of San Diego January 2008 - May 2011
Rolta TUSC June 2010 - August 2010
Barsanti Woodwork Corporation June 2007 - August 2009
Strategic Marketing Resources June 2003 - August 2009
Skills
PowerPoint, Outlook, Microsoft Excel, Salesforce.com, Microsoft Word, Marketing, Organizational Structure, Visio, Event Planning, Public Speaking, Facebook, Social Media, Event Management, Spanish, Customer Service, Training, Community Outreach
Education
University of San Diego 2007 — 2011
BA, Business Administration-Management
University of San Diego 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Sente Mortgage October 2011 - Present
Summit Home Mortgage November 2004 - September 2011
Guaranty Residential Lending May 1993 - November 2004
Harbor Financial Group, Inc. 1984 - 1994
Skills
Mortgage Banking, Sales, USDA, FHA, Strategic Planning, Public Speaking, VA loans, Mortgage Lending, Refinance, Loans, Financial Services, Loan Origination, Finance, Real Estate, Reverse Mortgages, Residential Homes, Residential Mortgages, FHA financing, Financial Analysis, First Time Home Buyers, Investment Properties, Construction Loans, Government Loans, Certified Mortgage..., Real Estate Financing, Consumer Lending, Mortgage Marketing, Underwriting, Credit, Home Equity Loans, Credit Analysis, Mortgage Underwriting, Foreclosures, VA Loans, Conventional Financing, FHA Financing
Education
The University of Texas at Austin 1973 — 1977
Bachelor of Science, Speech Communications
Lanier High School
Texas Tech University
Harbor Financial Group, Inc. August 2003 - Present
Westpeak Global Advisors October 1991 - June 1999
Skills
Wealth Management..., Life, Accident and..., Long-Term Care Insurance, Client Services, Compliance, Financial Planning, Microsoft Office
Education
Kansas State University