Sargent Bickham Lagudis
Address: 4840 Pearl E Cir #300e, Boulder, CO 80301 Hours: Open ⋅ Closes 5PM Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (303) 443-2433Category: Place name: : : : Website: : : : Website: http://colofinancial.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sargent Bickham Lagudis Posting publicly on the Web Write a review Reviews Be the first to review
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Sargent Bickham Lagudis Employees
KilterHowling LLC January 2014 - Present
Sargent Bickham Lagudis June 2013 - January 2014
Sargent Bickham Lagudis May 2010 - January 2014
Janus Capital Group May 2006 - April 2010
Suncorp Corporate Credit Union February 2006 - May 2006
GE Access (now Access Distribution- part of Avnet) July 2002 - June 2004
Quist Financial (now Quist Valuation) September 2000 - March 2002
CU Boulder College of Business September 1997 - December 1999
Lehman Brothers June 1999 - August 1999
Skills
Valuation, Equities, Fixed Income, Finance, Portfolio Management, Research, Financial Modeling, Investments, Options, Financial Analysis, Investment Banking, Capital Markets, Equity Research, Negotiation, Wealth Management
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2000
Bachelor's Degree
Sargent Bickham Lagudis September 1989 - Present
Boulder Rotary Club 2001 - 2011
Boulder County Community Foundation 2000 - 2007
Dain Bosworth, Inc. January 1985 - January 1989
C.L. Frates & Company January 1982 - January 1984
Skills
Strategic Financial..., Estate Planning, Investment Management, Investments, Retirement, Finance, Financial Advisory, Insurance, Personal Finance, Consulting, Asset Managment, Portfolio Management
Education
University of Colorado at Boulder 1984 — 1985
B.A., Economics
Oklahoma City University 1982 — 1983
Finance
Louisiana State University 1981 — 1982
Finance
Sargent Bickham Lagudis March 2005 - Present
Skills
Asset Management, Financial Planning, Retirement Planning, Estate Planning, Insurance Planning, Income Tax, Strategic Financial...
Education
State University of New York College at Purchase 2002 — 2004
B.A., Economics
Sargent Bickham Lagudis June 2015 - Present
Altitude Research Center, UCDenver November 2003 - May 2015
Skills
Strategic Planning, Business Development, Management, Public Relations, Public Speaking, Non-profits, Strategic Communications, Marketing Communications, Event Planning, Project Management, Budgets, Finance, Financial Reporting, Financial Modeling, Website Development
Education
Fast-Track Program via Metro State University Denver 2013 — 2014
Certified Financial Planner
1987 — 1989
Licentiaat Bedrijfskunde (MBA), Management, Finance
University of Antwerp 1983 — 1987
Licentiaat vertaler, Translation
Sargent Bickham Lagudis 2003 - Present
Quest Diagnostics 2002 - 2003
Education
College for Financial Planning
College for Financial Planning
College for Financial Planning
University of Colorado at Boulder
Bachelor of Business Administration (B.B.A.)
Q Advisors September 2014 - Present
Sargent Bickham Lagudis November 2012 - August 2013
Highlands Ranch Metro Districts May 2012 - July 2012
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Science (BS), Finance
Sargent Bickham Lagudis January 2015 - Present
Western Asset Management June 2015 - August 2015
Leeds Technology Services April 2014 - June 2015
Innovation Pavilion August 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, C++, Social Media, HTML, C, Public Speaking, Teamwork, Windows, Matlab, English, AutoCAD, Event Planning, SQL, Python, JavaScript, Java, Start-ups
Education
University of Colorado Boulder 2012 — 2016
Engineer's Degree, Applied Mathematics, Senior
Sargent Bickham Lagudis May 2014 - Present
Jeppesen June 2012 - August 2012
Skills
Software Development, Python, Software Engineering, MySQL, SQL, Testing, C++, Mathematics, Automated Software..., C, Test Planning, Engineering, Microsoft Office, Software Quality..., Object Oriented Design, Eclipse, Java, Linux, Quality Center, Parallel Programming, Fortran
Education
UCLA Anderson School of Management 2015 — 2016
Master’s Degree, Financial Engineering
University of Colorado at Boulder 2010 — 2015
Bachelor of Science (BS), Computer Science
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments April 2012 - November 2014
Franklin Templeton Investments March 2010 - March 2012
Sargent Bickham Lagudis November 2008 - August 2009
Covidien May 2008 - September 2008
Skills
Factset, Microsoft Office, Capital IQ, Datastream, Valuation, Asset Management, Economics, Accounting, Equities, Research, Analysis, Fixed Income, Asset Allocation, Financial Modeling, Bloomberg, Financial Analysis, Investments, Mutual Funds, Finance, Equity Research, Portfolio Management, Capital Markets, Investment Strategies, Equity Valuation
Education
University of Colorado at Boulder 2005 — 2009
Finance, Finance
HUB International Insurance Services, Inc March 2009 - Present
Liberty Mutual Insurance August 2003 - March 2009
Sargent Bickham Lagudis January 2003 - June 2003
Skills
Property & Casualty..., Workers Compensation, Risk Management, Commercial Insurance, Brokers, Manufacturing, Construction, Restaurants, Wholesale, Public Sector, Analytics, Insurance
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
Business, Finance, Accounting, Economics
Sargent Bickham Lagudis October 2012 - Present
Skills
Wealth Management, Portfolio Management, Investment Management, Strategic Financial..., Financial Services, Equity Valuation, Microsoft Office, Investments, Asset Management, Financial Modeling, Adobe Creative Suite, C++, HTML + CSS, HTML, Wordpress, Investment Strategies, Hedging, Fixed Income, Derivatives, Equity Derivatives, Financial Advisory, Hedge Funds, Alternative Investments, Financial Planners, Estate Planning, Asset Allocation, Finance
Education
Pomona College 2003 — 2007
BA, Economics
GenSpring Family Offices April 2014 - Present
Sargent Bickham Lagudis November 2010 - March 2014
Welch Hornsby July 2009 - November 2010
Vulcan Value Partners - Investment Management Firm May 2008 - August 2008
Skills
Portfolio Management, DCF Valuation, Security Analysis, Microsoft Excel, Asset Managment, Investment Management
Education
Birmingham-Southern College 2005 — 2009
BS, Economics
Hogan Lovells May 2015 - July 2015
U.S. Court of Appeals for the 8th Circuit May 2014 - August 2014
University of Minnesota Law School May 2014 - August 2014
J.P. Morgan Asset Management June 2011 - August 2011
Sargent Bickham Lagudis December 2010 - May 2011
Skills
Financial Analysis, Microsoft Office, Analysis, Microsoft Excel, Sales, PowerPoint, Valuation, Financial Modeling, Finance, Event Management, Event Planning, Customer Service
Education
Uppsala University 2015 — 2016
Master of Laws (LL.M.), International Tax Law and EU Tax Law
University of Minnesota Law School 2013 — 2016
Doctor of Law (J.D.), 3L
University of Colorado Boulder 2008 — 2012
Bachelor of Science, Business Administration - Finance Emphasis
Sargent Bickham Lagudis January 2014 - Present
Deloitte August 2012 - January 2014
University of Colorado at Boulder August 2010 - May 2012
Colorado Custom Printing LLC January 2010 - May 2012
Deloitte May 2011 - August 2011
Northwestern Mutual Financial Network December 2009 - August 2010
Pinehurst Country Club Restaurant May 2008 - May 2010
Ken Caryl Painting Inc May 2006 - June 2008
Hacienda Colorado August 2007 - December 2007
Cost Plus World Market August 2006 - March 2007
Skills
VBA, Corporate Finance, Finance, Investments, Marketing, Economics, Research, Statistics, Time Management, Sales, Recruiting, Financial Modeling, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Financial Analysis, Microsoft Word, Public Speaking, Analysis, IT Auditing, Internal Controls, Governance, Market Research, Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
B.S., Quantitative Finance
University of Colorado at Boulder 2008 — 2012
B.A. Economics, Quantitative Economics
University of Colorado at Boulder 2008 — 2012
Minor, Mathematics
Columbine High School 2004 — 2008
Diploma, High School Education
EY September 2014 - Present
Sargent Bickham Lagudis October 2012 - August 2014
PetroDE January 2011 - August 2014
MSF Enterprises, LLC June 2012 - August 2012
Skills
Valuation, Strategy, Business Development, Financial Modeling, Investments, Equity Research, Financial Analysis, Banking, Equities, Portfolio Management, Asset Management, VBA, R
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor's Degree, Finance
Charter Communications April 2014 - Present
CDS April 2012 - March 2014
Visa June 2009 - April 2012
Sargent Bickham Lagudis May 2008 - May 2009
Skills
Valuation, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Private Equity, Due Diligence, Mergers, Financial Reporting, Loans, Venture Capital, Corporate Development, Investments, Corporate Finance, Analysis, Finance, Wealth Management, Management, Investment Banking, Consulting, Excel, Forecasting, PowerPoint, Business Strategy, Microsoft Office, Problem Solving, Bloomberg, Acquisitions, Accounting, Financial Accounting, Strategic Planning, Capital Budgeting, Product Strategies, Product Development
Education
University of Colorado at Boulder - Leeds School of Business 2004 — 2009
BA, Finance and Accounting
Sargent Bickham Lagudis October 2007 - Present
Charles Schwab September 2000 - October 2007
Skills
Investment Strategies, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Financial Planning, Bonds, Finance
Education
Colorado State University 1996 — 2000
B.S. Business Administration, Finance and Real Estate
American College 2007 — 2008
Certification, Chartered Life Underwriter
Metropolitan State University of Denver 2001 — 2003
Certification, Certified Financial Planner
Sargent Bickham Lagudis April 2010 - Present
Education
University of Colorado Boulder 2007 — 2011
Sargent Bickham Lagudis March 2014 - Present
Boulder Community Rowing March 2009 - Present
Venus de Miles/Greenhouse Scholars January 2013 - March 2014
Mix1 Beverage Company December 2010 - January 2013
Education
Denison University 2004 — 2008
BA, Communication
Sargent Bickham Lagudis December 2010 - February 2013
University of Colorado at Boulder May 2012 - December 2012
University of Colorado at Boulder August 2011 - May 2012
Silver Lake Financial May 2011 - August 2011
Education
UCLA Anderson School of Management 2013 — 2019
Doctor of Philosophy (PhD), Finance
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor's degree, Mathematics, Finance