ALPS, A DST Company
Description
Address: 1290 Broadway #1100, Denver, CO 80203 Phone: (303) 824-3300Place name: : : : : : : Category: Hours: Website: Website: http://www.alpsinc.com/ Category: Holding company 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. · Own this business?Add missing informationAdd business hours 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 Alps Holdings Inc Posting publicly on the Web Write a review Reviews Be the first to review
ALPS, A DST Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ALPS, A DST Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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ALPS, A DST Company Employees
Employee
Years
Job
Industry
Valerie Ruppel Valerie Ruppel's ALPS, A DST Company Experience January 2014 - Present
Job Vice President & Senior Legal Counsel at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company January 2014 - Present
Great-West Financial May 2009 - January 2014
Great-West Financial January 2007 - April 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Mutual Funds, Alternative Investments, Securities Regulation
Education
University of Denver - Sturm College of Law 2005 — 2008
Doctor of Law (J.D.)
University of Denver - Sturm College of Law 2005 — 2008
Doctor of Law (JD)
Pepperdine University 1995 — 1999
Bachelor of Arts (B.A.), Philosophy
ALPS, A DST Company January 2014 - Present
Great-West Financial May 2009 - January 2014
Great-West Financial January 2007 - April 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Mutual Funds, Alternative Investments, Securities Regulation
Education
University of Denver - Sturm College of Law 2005 — 2008
Doctor of Law (J.D.)
University of Denver - Sturm College of Law 2005 — 2008
Doctor of Law (JD)
Pepperdine University 1995 — 1999
Bachelor of Arts (B.A.), Philosophy
Amy Bernier Amy Bernier's ALPS, A DST Company Experience June 2010 - Present
Job Senior Business Intelligence Designer
Industry Financial Services
Experience
ALPS, A DST Company June 2010 - Present
The Bowdoin Group October 2009 - April 2010
Skills
Accounting, Alternative Investments, Analysis, Asset Management, Auditing, Banking, Bloomberg, Business Development, Business Planning, Capital Markets, Financial Analysis
Education
Boston College 2006 — 2010
BA/BS, Economics
Wachusett Regional High School 2002 — 2006
ALPS, A DST Company June 2010 - Present
The Bowdoin Group October 2009 - April 2010
Skills
Accounting, Alternative Investments, Analysis, Asset Management, Auditing, Banking, Bloomberg, Business Development, Business Planning, Capital Markets, Financial Analysis
Education
Boston College 2006 — 2010
BA/BS, Economics
Wachusett Regional High School 2002 — 2006
Joey Jenkins Joey Jenkins's ALPS, A DST Company Experience May 2011 - March 2012
Job
Industry Government Relations
Experience
Colorado Small Business Development Center March 2015 - Present
Colorado Small Business Development Center May 2013 - March 2015
Colorado Small Business Development Center March 2012 - May 2013
ALPS, A DST Company May 2011 - March 2012
Pizzeria La Collina September 2007 - May 2011
Fort Collins Country Club May 2009 - April 2011
Skills
Financial Accounting, Budgets, Strategic Planning, Economic Development, Public Relations, Public Speaking, Financial Reporting, Performance Management, Balanced Scorecard, Federal Grants..., ESRI, GIS Application, Small Business, Business Resources, Microsoft Excel, Fundraising, Fund Accounting, Customer Service, Program Management, Marketing Communications, Website Maintanence, Event Planning, Program Development, Teamwork, Financial Modeling
Education
Colorado State University 2005 — 2011
Bachelor of Arts (B.A.), Economics
Colorado Small Business Development Center March 2015 - Present
Colorado Small Business Development Center May 2013 - March 2015
Colorado Small Business Development Center March 2012 - May 2013
ALPS, A DST Company May 2011 - March 2012
Pizzeria La Collina September 2007 - May 2011
Fort Collins Country Club May 2009 - April 2011
Skills
Financial Accounting, Budgets, Strategic Planning, Economic Development, Public Relations, Public Speaking, Financial Reporting, Performance Management, Balanced Scorecard, Federal Grants..., ESRI, GIS Application, Small Business, Business Resources, Microsoft Excel, Fundraising, Fund Accounting, Customer Service, Program Management, Marketing Communications, Website Maintanence, Event Planning, Program Development, Teamwork, Financial Modeling
Education
Colorado State University 2005 — 2011
Bachelor of Arts (B.A.), Economics
Joseph Cromosini's ALPS, A DST Company Experience May 2014 - August 2015
Job Accountant
Industry Accounting
Experience
ALPS, A DST Company May 2014 - August 2015
Brown Brothers Harriman March 2014 - May 2014
State Street July 2012 - May 2013
Barton Associates Inc. January 2012 - June 2012
Accountemps September 2011 - December 2011
Cape Ann Savings Bank June 2008 - August 2011
E.I.T.C. January 2011 - May 2011
Skills
Quickbooks, Excel, Internet Research, Word, PowerPoint, Customer Service, Microsoft Office, Accounting, Time Management, Microsoft Excel, Outlook, QuickBooks, Recruiting, Sales, Data Analysis, Teamwork, Data Entry, Microsoft Word
Education
Emmanuel College 2007 — 2011
BA, Business Management/Accounting
Gloucester High School 2004 — 2007
ALPS, A DST Company May 2014 - August 2015
Brown Brothers Harriman March 2014 - May 2014
State Street July 2012 - May 2013
Barton Associates Inc. January 2012 - June 2012
Accountemps September 2011 - December 2011
Cape Ann Savings Bank June 2008 - August 2011
E.I.T.C. January 2011 - May 2011
Skills
Quickbooks, Excel, Internet Research, Word, PowerPoint, Customer Service, Microsoft Office, Accounting, Time Management, Microsoft Excel, Outlook, QuickBooks, Recruiting, Sales, Data Analysis, Teamwork, Data Entry, Microsoft Word
Education
Emmanuel College 2007 — 2011
BA, Business Management/Accounting
Gloucester High School 2004 — 2007
Daniel Roman Daniel Roman's ALPS, A DST Company Experience June 2015 - Present
Job Associate, ALPS
Industry Financial Services
Experience
ALPS, A DST Company June 2015 - Present
Forecast Capital Management LLC August 2014 - June 2015
i3 Capital Partners LLC July 2014 - June 2015
Strategies, LLC - Denver September 2014 - April 2015
Northwestern Mutual January 2014 - May 2014
FRIENDS of Broomfield December 2005 - July 2012
Skills
Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Bloomberg, Capital IQ, Morningstar, Financial Analysis, Financial Management..., Holistic Financial..., Investments, Investment Banking, Capital Markets, Private Equity, Economic Research, Public Speaking, PowerPoint, Financial Planning, Financial Modeling, Asset Management, Asset Allocation, Mergers & Acquisitions
Education
Metropolitan State University of Denver
Finance, Economics, Biology
University of Colorado Denver
Pre-Medicine/Pre-Medical Studies
ALPS, A DST Company June 2015 - Present
Forecast Capital Management LLC August 2014 - June 2015
i3 Capital Partners LLC July 2014 - June 2015
Strategies, LLC - Denver September 2014 - April 2015
Northwestern Mutual January 2014 - May 2014
FRIENDS of Broomfield December 2005 - July 2012
Skills
Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Bloomberg, Capital IQ, Morningstar, Financial Analysis, Financial Management..., Holistic Financial..., Investments, Investment Banking, Capital Markets, Private Equity, Economic Research, Public Speaking, PowerPoint, Financial Planning, Financial Modeling, Asset Management, Asset Allocation, Mergers & Acquisitions
Education
Metropolitan State University of Denver
Finance, Economics, Biology
University of Colorado Denver
Pre-Medicine/Pre-Medical Studies
Bart Farinholt's ALPS, A DST Company Experience December 2013 - April 2014
Job Colorado Manager at 3d Lacrosse
Industry Sports
Experience
3d Lacrosse March 2014 - Present
ALPS, A DST Company December 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Social Media, Public Relations, Microsoft Word, Research, Sales, Marketing Communications, Marketing, Social Media Marketing, Event Management, Editing, Fundraising, Outlook
Education
Denison University 2009 — 2013
Bachelor's Degree, Communication Major, Spanish Minor
St. Christopher's School
High School
3d Lacrosse March 2014 - Present
ALPS, A DST Company December 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Public Speaking, Social Media, Public Relations, Microsoft Word, Research, Sales, Marketing Communications, Marketing, Social Media Marketing, Event Management, Editing, Fundraising, Outlook
Education
Denison University 2009 — 2013
Bachelor's Degree, Communication Major, Spanish Minor
St. Christopher's School
High School
Terrence McCoy Terrence McCoy's ALPS, A DST Company Experience InternSource Capital GroupMay 2012 - June 2012
Job Investor Services Representative at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company InternSource Capital GroupMay 2012 - June 2012
Skills
Financial Reporting, Microsoft Excel, Account Management, Leadership, Microsoft Word, Management, PowerPoint, Customer Service, Bloomberg, Program Management, Team Leadership, Financial Analysis, Business Development, Teamwork, Corporate Finance, Financial Modeling, Microsoft Office, Mergers & Acquisitions, Company Voluntary..., Fun Loving
Education
Colorado State University 2010 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Denver East High
ALPS, A DST Company InternSource Capital GroupMay 2012 - June 2012
Skills
Financial Reporting, Microsoft Excel, Account Management, Leadership, Microsoft Word, Management, PowerPoint, Customer Service, Bloomberg, Program Management, Team Leadership, Financial Analysis, Business Development, Teamwork, Corporate Finance, Financial Modeling, Microsoft Office, Mergers & Acquisitions, Company Voluntary..., Fun Loving
Education
Colorado State University 2010 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Denver East High
Jason Bresnan Jason Bresnan's ALPS, A DST Company Experience November 2013 - Present
Job Assistant Fund Controller at ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company November 2013 - Present
Capital Group November 2006 - July 2013
Grant Thornton LLP November 2001 - November 2006
Vanguard June 1998 - July 2001
Skills
Mutual Funds, Fund Accounting, Investments, Financial Accounting, Financial Statements, Equities, Fixed Income, Financial Analysis, Financial Services, Tax Accounting, Financial Reporting, Project Management, Income Tax, Corporate Tax, Tax Returns, Operational Risk..., Cross-functional Team..., Relationship Management, Internal Controls, SEC filings, GAAP, Sarbanes-Oxley Act, US GAAP, Tax, Accounting, Finance, SEC Filings
Education
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
Bachelor of Science (BS)
ALPS, A DST Company November 2013 - Present
Capital Group November 2006 - July 2013
Grant Thornton LLP November 2001 - November 2006
Vanguard June 1998 - July 2001
Skills
Mutual Funds, Fund Accounting, Investments, Financial Accounting, Financial Statements, Equities, Fixed Income, Financial Analysis, Financial Services, Tax Accounting, Financial Reporting, Project Management, Income Tax, Corporate Tax, Tax Returns, Operational Risk..., Cross-functional Team..., Relationship Management, Internal Controls, SEC filings, GAAP, Sarbanes-Oxley Act, US GAAP, Tax, Accounting, Finance, SEC Filings
Education
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
Bachelor of Science (BS)
Elianne Hakim Elianne Hakim's ALPS, A DST Company Experience April 2007 - August 2008
Job Payroll Specialist at Discovery Outsourcing
Industry Human Resources
Experience
Discovery Outsourcing March 2015 - Present
ELCo Investments, LLC. August 2003 - Present
Universal Lending Corporation May 2013 - March 2015
Yum Yum Restaurant Inc January 1999 - August 2013
Ma's Juice Bar July 2005 - July 2012
ALPS, A DST Company April 2007 - August 2008
Colorado State University September 2002 - December 2004
Skills
Payroll, Accounting, Accounts Payable, Accounts Receivable, Finance, Management, Customer Service, Customer Satisfaction, Account Management, Marketing, Team Building, Sales, Project Planning, PowerPoint, Leadership, Advertising, Microsoft Office, Team Leadership, Training, Microsoft Excel, Event Planning, Inventory Management, Time Management, Strategic Planning, Data Analysis, Operations Management, Process Improvement, Employee Relations, Negotiation, Budgets, Microsoft Word, Outlook, Access, Human Resources, Analysis, Public Speaking, Financial Analysis, Social Networking, Administration, Coaching, Project Management
Education
Colorado State University 2002 — 2006
BS, Business Administration (Finance)
Discovery Outsourcing March 2015 - Present
ELCo Investments, LLC. August 2003 - Present
Universal Lending Corporation May 2013 - March 2015
Yum Yum Restaurant Inc January 1999 - August 2013
Ma's Juice Bar July 2005 - July 2012
ALPS, A DST Company April 2007 - August 2008
Colorado State University September 2002 - December 2004
Skills
Payroll, Accounting, Accounts Payable, Accounts Receivable, Finance, Management, Customer Service, Customer Satisfaction, Account Management, Marketing, Team Building, Sales, Project Planning, PowerPoint, Leadership, Advertising, Microsoft Office, Team Leadership, Training, Microsoft Excel, Event Planning, Inventory Management, Time Management, Strategic Planning, Data Analysis, Operations Management, Process Improvement, Employee Relations, Negotiation, Budgets, Microsoft Word, Outlook, Access, Human Resources, Analysis, Public Speaking, Financial Analysis, Social Networking, Administration, Coaching, Project Management
Education
Colorado State University 2002 — 2006
BS, Business Administration (Finance)
Brian Spalenka Brian Spalenka's ALPS, A DST Company Experience August 2014 - Present
Job Fund Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 2014 - Present
Skills
PowerPoint, Financial Accounting, Management Accounting, Data Analysis, Financial Reporting, Microsoft Excel, Financial Analysis
Education
Arizona State University 2010 — 2014
B.S., Economics
Colorado State University 2005 — 2009
B.A., Anthropology
ALPS, A DST Company August 2014 - Present
Skills
PowerPoint, Financial Accounting, Management Accounting, Data Analysis, Financial Reporting, Microsoft Excel, Financial Analysis
Education
Arizona State University 2010 — 2014
B.S., Economics
Colorado State University 2005 — 2009
B.A., Anthropology
Danielle S. Johnson's ALPS, A DST Company Experience October 2014 - Present
Job Investment Company Paralegal at ALPS, A DST Company
Industry Legal Services
Experience
ALPS, A DST Company October 2014 - Present
Dechert LLP October 2012 - September 2014
IberEnglish LP March 2011 - June 2012
Ministerio de Educación October 2010 - June 2012
TheRanking.com October 2011 - January 2012
Enforex (Ideal Education Group) July 2011 - July 2011
Hinshaw & Culbertson LLP November 2006 - July 2010
Women's Community Clinic February 2009 - April 2010
Hinshaw & Culbertson LLP January 2006 - November 2006
University of California January 2006 - May 2006
Skills
Editing, Spanish, Teaching, Legal Writing, Teaching English as a..., Outlook, Public Speaking, Facebook, iManage, Microsoft Word, Calendar Management, Travel Arrangements, Blackline, Carpe Diem, Microsoft Excel, Phone Coverage, Spanish-speaking, Social Media, Customer Service, Lexis
Education
San Francisco State University 2013 — 2014
Certificate, Paralegal Studies
University of California, Berkeley 2003 — 2005
Bacherlor of Arts, Mass Communications
Orange Coast College 1999 — 2003
Associate of Arts, General Education
St. Giles International 2010 — 2010
CELTA Certificate
Universidad de Córdoba 2005 — 2005
Study Abroad (Fall Semester), Language and Culture
University of Sussex 2004 — 2004
Study Abroad (Summer), Culture and Communications Study
ALPS, A DST Company October 2014 - Present
Dechert LLP October 2012 - September 2014
IberEnglish LP March 2011 - June 2012
Ministerio de Educación October 2010 - June 2012
TheRanking.com October 2011 - January 2012
Enforex (Ideal Education Group) July 2011 - July 2011
Hinshaw & Culbertson LLP November 2006 - July 2010
Women's Community Clinic February 2009 - April 2010
Hinshaw & Culbertson LLP January 2006 - November 2006
University of California January 2006 - May 2006
Skills
Editing, Spanish, Teaching, Legal Writing, Teaching English as a..., Outlook, Public Speaking, Facebook, iManage, Microsoft Word, Calendar Management, Travel Arrangements, Blackline, Carpe Diem, Microsoft Excel, Phone Coverage, Spanish-speaking, Social Media, Customer Service, Lexis
Education
San Francisco State University 2013 — 2014
Certificate, Paralegal Studies
University of California, Berkeley 2003 — 2005
Bacherlor of Arts, Mass Communications
Orange Coast College 1999 — 2003
Associate of Arts, General Education
St. Giles International 2010 — 2010
CELTA Certificate
Universidad de Córdoba 2005 — 2005
Study Abroad (Fall Semester), Language and Culture
University of Sussex 2004 — 2004
Study Abroad (Summer), Culture and Communications Study
Christine Kirk Christine Kirk's ALPS, A DST Company Experience September 2013 - December 2013
Job Investment Analyst at Strategies LLC
Industry Financial Services
Experience
Strategies, LLC - Denver September 2014 - Present
Fidelity Investments January 2014 - August 2014
ALPS, A DST Company September 2013 - December 2013
GRASP Systems February 2011 - May 2011
Auto-Owners Insurance June 2010 - August 2010
UBS November 2008 - July 2009
Skills
Series 7, Series 63, Microsoft Excel, Time Management, Customer Service, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Outlook, Financial Analysis, Research, Teamwork, Administrative..., Data Entry
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance (Corporate Finance and Investment Analysis), Real Estate, 3.93
Strategies, LLC - Denver September 2014 - Present
Fidelity Investments January 2014 - August 2014
ALPS, A DST Company September 2013 - December 2013
GRASP Systems February 2011 - May 2011
Auto-Owners Insurance June 2010 - August 2010
UBS November 2008 - July 2009
Skills
Series 7, Series 63, Microsoft Excel, Time Management, Customer Service, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Outlook, Financial Analysis, Research, Teamwork, Administrative..., Data Entry
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance (Corporate Finance and Investment Analysis), Real Estate, 3.93
Deric Armstrong, CPA Deric Armstrong, CPA's ALPS, A DST Company Experience May 2012 - January 2014
Job Senior Consultant, Fund Administration, HFS at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation May 2014 - Present
ALPS, A DST Company May 2012 - January 2014
ALPS, A DST Company January 2011 - April 2012
ALPS, A DST Company September 2009 - December 2010
ALPS, A DST Company May 2007 - August 2009
Skills
Mutual Funds, Accounting, Bloomberg, CPA, Financial Accounting, Data Analysis, Hedge Funds, Derivatives, regulatory reporting, Form PF, AIFMD, Finance, Supervisory Skills, Corporate Actions, Investments
Education
University of Colorado at Boulder 2004 — 2007
Bachelor of Science Business Administration, Accounting
Springfield College in Illinois 2003 — 2004
Illinois Wesleyan University 2002 — 2003
Northern Trust Corporation May 2014 - Present
ALPS, A DST Company May 2012 - January 2014
ALPS, A DST Company January 2011 - April 2012
ALPS, A DST Company September 2009 - December 2010
ALPS, A DST Company May 2007 - August 2009
Skills
Mutual Funds, Accounting, Bloomberg, CPA, Financial Accounting, Data Analysis, Hedge Funds, Derivatives, regulatory reporting, Form PF, AIFMD, Finance, Supervisory Skills, Corporate Actions, Investments
Education
University of Colorado at Boulder 2004 — 2007
Bachelor of Science Business Administration, Accounting
Springfield College in Illinois 2003 — 2004
Illinois Wesleyan University 2002 — 2003
Jake Cook Jake Cook's ALPS, A DST Company Experience February 2015 - Present
Job Fund Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company February 2015 - Present
Morgan Stanley October 2014 - Present
Kenai Cache Outfitters June 2014 - October 2014
C.H. Robinson December 2013 - January 2014
Fulton Companies May 2013 - August 2013
Arric Corp. May 2011 - August 2012
Ox-In-a-Box February 2012 - May 2012
Mader Construction Company 2009 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Valuation, Research, Economics, SQL, Teamwork, English, Derivatives, Customer Service, Sales
Education
Miami University 2010 — 2014
Bachelor of Arts (B.A.), Major in Economics and Minor in Entrepreneurship
St. Francis High School 2006 — 2010
ALPS, A DST Company February 2015 - Present
Morgan Stanley October 2014 - Present
Kenai Cache Outfitters June 2014 - October 2014
C.H. Robinson December 2013 - January 2014
Fulton Companies May 2013 - August 2013
Arric Corp. May 2011 - August 2012
Ox-In-a-Box February 2012 - May 2012
Mader Construction Company 2009 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Valuation, Research, Economics, SQL, Teamwork, English, Derivatives, Customer Service, Sales
Education
Miami University 2010 — 2014
Bachelor of Arts (B.A.), Major in Economics and Minor in Entrepreneurship
St. Francis High School 2006 — 2010
Cambria Conlin Cambria Conlin's ALPS, A DST Company Experience March 2013 - Present
Job Expense Supervisor at ALPS, A DST Company
Industry Marketing and Advertising
Experience
ALPS, A DST Company March 2013 - Present
ALPS, A DST Company March 2012 - March 2013
ALPS Fund Services, Inc. July 2011 - March 2012
Volunteer Center of Iron County April 2010 - July 2011
Southern Utah University February 2008 - March 2010
RE/MAX Community August 2005 - November 2007
Skills
Accounting, Database Administration, Adobe Creative Suite, Data Analysis, Business Analysis, Attention To Detail, Budgeting, Business Strategy, Bookkeeping, Copywriting, Compliance, Customer Service, Web Design, Advertising, Direct Marketing, Digital Media, Administrative Duties, Excel, Editing, Event Planning, Business Ethics, Innovation, Internet, Microsoft Office, Social Media Marketing, Media Relations, Non-profits, Organizing, Public Relations, Strategic Planning, Quickbooks, Research, Market Research, Problem Solving, Technical Writing, Writing, Mac OS, Microsoft Excel, Budgets, Email Marketing, CRM
Education
University of Colorado at Denver 2011 — 2013
Master of Science, Marketing for Sustainability
Southern Utah University 2008 — 2011
Bachelor of Science, Marketing
ALPS, A DST Company March 2013 - Present
ALPS, A DST Company March 2012 - March 2013
ALPS Fund Services, Inc. July 2011 - March 2012
Volunteer Center of Iron County April 2010 - July 2011
Southern Utah University February 2008 - March 2010
RE/MAX Community August 2005 - November 2007
Skills
Accounting, Database Administration, Adobe Creative Suite, Data Analysis, Business Analysis, Attention To Detail, Budgeting, Business Strategy, Bookkeeping, Copywriting, Compliance, Customer Service, Web Design, Advertising, Direct Marketing, Digital Media, Administrative Duties, Excel, Editing, Event Planning, Business Ethics, Innovation, Internet, Microsoft Office, Social Media Marketing, Media Relations, Non-profits, Organizing, Public Relations, Strategic Planning, Quickbooks, Research, Market Research, Problem Solving, Technical Writing, Writing, Mac OS, Microsoft Excel, Budgets, Email Marketing, CRM
Education
University of Colorado at Denver 2011 — 2013
Master of Science, Marketing for Sustainability
Southern Utah University 2008 — 2011
Bachelor of Science, Marketing
Mark Guenard, AIF Mark Guenard, AIF's ALPS, A DST Company Experience April 2014 - Present
Job Senior Sales Executive at ALPS funds
Industry Financial Services
Experience
ALPS, A DST Company April 2014 - Present
Preservation Trust Advisors. LLC October 2012 - March 2014
Columbia Management January 2005 - September 2012
Columbia Management May 2004 - January 2005
Columbia Management August 1999 - April 2004
Skills
Series 7, Mutual Funds, Series 63, Series 65, Asset Allocation, Alternative Investments, Investments, Retirement Planning, Financial Advisory, Retirement, Asset Management, Financial Planning, Wealth Management, Investment Advisory
Education
Hampden-Sydney College
Thayer Academy
ALPS, A DST Company April 2014 - Present
Preservation Trust Advisors. LLC October 2012 - March 2014
Columbia Management January 2005 - September 2012
Columbia Management May 2004 - January 2005
Columbia Management August 1999 - April 2004
Skills
Series 7, Mutual Funds, Series 63, Series 65, Asset Allocation, Alternative Investments, Investments, Retirement Planning, Financial Advisory, Retirement, Asset Management, Financial Planning, Wealth Management, Investment Advisory
Education
Hampden-Sydney College
Thayer Academy
Cameron Ray Cameron Ray's ALPS, A DST Company Experience March 2014 - Present
Job Fund Accounting Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company March 2014 - Present
ALPS, A DST Company August 2012 - March 2014
Anheuser-Busch May 2011 - August 2012
Colorado State University August 2008 - December 2011
Skills
Customer Service, Inventory Management, Microsoft Excel, PowerPoint, Microsoft Office, Budgets, Microsoft Word, Retail, Merchandising, Outlook, Data Analysis, Mutual Funds, Communication, Fund Accounting, Written & Oral..., Econometrics, Economic Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Analysis, Social Media, Marketing, Public Speaking, Creative Problem Solving, Leadership, Teamwork, Management, Research, Accounting, Finance, Equities, Team Leadership, Bloomberg, Securities, Investments, Economics
Education
Colorado State University 2008 — 2011
Bachelor of Arts, Economics
Front Range Community College 2008 — 2009
Associates, Accounting
ALPS, A DST Company March 2014 - Present
ALPS, A DST Company August 2012 - March 2014
Anheuser-Busch May 2011 - August 2012
Colorado State University August 2008 - December 2011
Skills
Customer Service, Inventory Management, Microsoft Excel, PowerPoint, Microsoft Office, Budgets, Microsoft Word, Retail, Merchandising, Outlook, Data Analysis, Mutual Funds, Communication, Fund Accounting, Written & Oral..., Econometrics, Economic Forecasting, Financial Reporting, Financial Analysis, Financial Modeling, Analysis, Social Media, Marketing, Public Speaking, Creative Problem Solving, Leadership, Teamwork, Management, Research, Accounting, Finance, Equities, Team Leadership, Bloomberg, Securities, Investments, Economics
Education
Colorado State University 2008 — 2011
Bachelor of Arts, Economics
Front Range Community College 2008 — 2009
Associates, Accounting
Megan Bolding Megan Bolding's ALPS, A DST Company Experience January 2014 - Present
Job PowerShares QQQ Marketing and Events at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company January 2014 - Present
ALPS Fund Services, Inc June 2007 - Present
Dividend Capital Securities March 2004 - June 2007
Carolina First Securities September 2001 - December 2002
Carolina First Bank August 1998 - September 2001
Skills
FINRA, ETFs, Relationship Management, Compliance, Investments, Event Planning, Events Coordination, Risk Management, Mutual Funds, Project Management, Marketing, Broker-Dealer, Leadership, Brand Positioning..., Brand Management, Brand Awareness, Investment Promotion, Marketing Strategy, Supervision, GIPS Compliance, Financial Policies &..., Securities Regulation, Client Liaison, Marketing Communications, Product Marketing, Marketing Management, Event Management, Brand Development, Product Strategies, Series 6, Series 26, Securities
Education
Clemson University 1994 — 1998
English, English, Psychology, French, Film
University of Colorado Denver 2005 — 2007
English
ALPS, A DST Company January 2014 - Present
ALPS Fund Services, Inc June 2007 - Present
Dividend Capital Securities March 2004 - June 2007
Carolina First Securities September 2001 - December 2002
Carolina First Bank August 1998 - September 2001
Skills
FINRA, ETFs, Relationship Management, Compliance, Investments, Event Planning, Events Coordination, Risk Management, Mutual Funds, Project Management, Marketing, Broker-Dealer, Leadership, Brand Positioning..., Brand Management, Brand Awareness, Investment Promotion, Marketing Strategy, Supervision, GIPS Compliance, Financial Policies &..., Securities Regulation, Client Liaison, Marketing Communications, Product Marketing, Marketing Management, Event Management, Brand Development, Product Strategies, Series 6, Series 26, Securities
Education
Clemson University 1994 — 1998
English, English, Psychology, French, Film
University of Colorado Denver 2005 — 2007
English
Nicholas Chantala's ALPS, A DST Company Experience August 2014 - July 2015
Job Investor Services Representative at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 2014 - July 2015
Sears Holdings Corporation October 2013 - August 2014
Sears Holdings Corporation June 2011 - October 2013
Sears Holdings Corporation October 2010 - June 2011
Skills
Management, Retail, Sales, Electronics, Merchandising, Store Management, Visual Merchandising, Retail Sales, Inventory Management, Loss Prevention, Inventory Control, Customer Satisfaction, Planograms, Profit, Customer Service, Sales Management, Time Management, Store Operations, Cashiering, Big Box, Assortment
Education
Colorado State University 2010 — 2014
Bachelor of Arts (BA), Economics
ALPS, A DST Company August 2014 - July 2015
Sears Holdings Corporation October 2013 - August 2014
Sears Holdings Corporation June 2011 - October 2013
Sears Holdings Corporation October 2010 - June 2011
Skills
Management, Retail, Sales, Electronics, Merchandising, Store Management, Visual Merchandising, Retail Sales, Inventory Management, Loss Prevention, Inventory Control, Customer Satisfaction, Planograms, Profit, Customer Service, Sales Management, Time Management, Store Operations, Cashiering, Big Box, Assortment
Education
Colorado State University 2010 — 2014
Bachelor of Arts (BA), Economics
Kevin T. McCullough's ALPS, A DST Company Experience July 2013 - Present
Job Senior Securities Analyst at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company July 2013 - Present
NetSpend Corporation January 2009 - January 2010
MarketSphere Consulting October 2006 - May 2008
Banc of America Investments April 2005 - December 2005
UMB Bank May 2001 - December 2004
UMB Bank 2001 - 2004
EY June 1997 - August 1999
Skills
Financial Analysis, Financial Reporting, Financial Services, Process Improvement, Business Analysis, Business Process..., Financial Modeling, Strategic Planning, Accounting, Sarbanes-Oxley Act, Project Management, Microsoft Excel, New Business Development, Portfolio Management, Change Management, Corporate Finance, Investments, Motivational..., Addiction Recovery, Post Traumatic Stress, Attachment Theory, Emotionally Focused..., Gestalt Psychotherapy, Mindfulness, Grief Counseling, Cognitive Psychology, Psychopharmacology, Risk Management, Securities
Education
University of Denver 2011 — 2013
Master of Arts (MA), Counseling Psychology
University of Southern California 2010 — 2011
MMFT, Marriage and Family Therapy
Rockhurst University 1992 — 1997
BSBA, Finance/Econ
Rockhurst High School 1988 — 1992
ALPS, A DST Company July 2013 - Present
NetSpend Corporation January 2009 - January 2010
MarketSphere Consulting October 2006 - May 2008
Banc of America Investments April 2005 - December 2005
UMB Bank May 2001 - December 2004
UMB Bank 2001 - 2004
EY June 1997 - August 1999
Skills
Financial Analysis, Financial Reporting, Financial Services, Process Improvement, Business Analysis, Business Process..., Financial Modeling, Strategic Planning, Accounting, Sarbanes-Oxley Act, Project Management, Microsoft Excel, New Business Development, Portfolio Management, Change Management, Corporate Finance, Investments, Motivational..., Addiction Recovery, Post Traumatic Stress, Attachment Theory, Emotionally Focused..., Gestalt Psychotherapy, Mindfulness, Grief Counseling, Cognitive Psychology, Psychopharmacology, Risk Management, Securities
Education
University of Denver 2011 — 2013
Master of Arts (MA), Counseling Psychology
University of Southern California 2010 — 2011
MMFT, Marriage and Family Therapy
Rockhurst University 1992 — 1997
BSBA, Finance/Econ
Rockhurst High School 1988 — 1992
Jaclyn LaCavalla's ALPS, A DST Company Experience September 2014 - Present
Job Alternative Investment Administrator at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company September 2014 - Present
Life Time Athletic Events - NYC Office July 2014 - August 2014
SageView Advisory Group May 2013 - August 2013
Rybovich Superyacht Marina May 2012 - July 2012
FineTouch September 2010 - May 2011
Hollister Co June 2009 - September 2009
Skills
Management, Customer Service, Sales, Teamwork, Inventory Management, Microsoft Excel, Microsoft Word, Social Media Marketing, Human Resources, PowerPoint, Microsoft Office, Social Media, Facebook, Public Speaking, Leadership, Event Planning, Social Networking, Research, Financial Analysis, Time Management
Education
Babson College 2010 — 2014
Bachelor of Science, Business Management; Marketing and Economics, 3.3 GPA
University of Sydney 2012 — 2012
ALPS, A DST Company September 2014 - Present
Life Time Athletic Events - NYC Office July 2014 - August 2014
SageView Advisory Group May 2013 - August 2013
Rybovich Superyacht Marina May 2012 - July 2012
FineTouch September 2010 - May 2011
Hollister Co June 2009 - September 2009
Skills
Management, Customer Service, Sales, Teamwork, Inventory Management, Microsoft Excel, Microsoft Word, Social Media Marketing, Human Resources, PowerPoint, Microsoft Office, Social Media, Facebook, Public Speaking, Leadership, Event Planning, Social Networking, Research, Financial Analysis, Time Management
Education
Babson College 2010 — 2014
Bachelor of Science, Business Management; Marketing and Economics, 3.3 GPA
University of Sydney 2012 — 2012
Alishia Sprague Alishia Sprague's ALPS, A DST Company Experience August 2010 - August 2011
Job Accounts payable/ HR assistant
Industry Accounting
Experience
Denver Investments February 2014 - Present
Christian Living Communities / Clermont Park May 2013 - February 2014
Christian Living Communities August 2011 - May 2013
ALPS, A DST Company August 2010 - August 2011
ALPS, A DST Company September 2007 - August 2010
Terracon September 2005 - September 2007
Skills
General Ledger, Accounting, Accounts Payable, Data Entry, Microsoft Applications, Microsoft Office, Microsoft Excel, Mas 90, ACOM, Optimization Software, Accounts Receivable, Management, Customer Service, MAS 200, Fundraising, Social Media Marketing, Social Networking, Web Marketing, Auditing, Team Building, Leadership, Sales, Strategic Planning
Education
Red Rocks Community College 2007 — 2008
Alameda High School 2000 — 2004
High school diploma, General Studies
Denver Investments February 2014 - Present
Christian Living Communities / Clermont Park May 2013 - February 2014
Christian Living Communities August 2011 - May 2013
ALPS, A DST Company August 2010 - August 2011
ALPS, A DST Company September 2007 - August 2010
Terracon September 2005 - September 2007
Skills
General Ledger, Accounting, Accounts Payable, Data Entry, Microsoft Applications, Microsoft Office, Microsoft Excel, Mas 90, ACOM, Optimization Software, Accounts Receivable, Management, Customer Service, MAS 200, Fundraising, Social Media Marketing, Social Networking, Web Marketing, Auditing, Team Building, Leadership, Sales, Strategic Planning
Education
Red Rocks Community College 2007 — 2008
Alameda High School 2000 — 2004
High school diploma, General Studies
Stephanie Gremban Stephanie Gremban's ALPS, A DST Company Experience November 2014 - Present
Job Graphic Production Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company November 2014 - Present
ALPS, A DST Company July 2013 - November 2014
ALPS, A DST Company July 2012 - July 2013
Passalacqua Winery January 2011 - July 2012
Vintage Wine Estates September 2010 - January 2011
Wine Cru Co 2009 - 2010
N/A 2009 - 2010
Skills
Management, Customer Service, Microsoft Office, Sales, Marketing, Leadership, Financial Services, Adobe Creative Suite, Project Management, Print Production
Education
Sonoma State University 2010 — 2011
Master of Business Administration
International Wine Guild 2009 — 2010
Wine Sommelier
University of Colorado Denver 2007 — 2010
Bachelor of Science in Business Administration, Marketing
ALPS, A DST Company November 2014 - Present
ALPS, A DST Company July 2013 - November 2014
ALPS, A DST Company July 2012 - July 2013
Passalacqua Winery January 2011 - July 2012
Vintage Wine Estates September 2010 - January 2011
Wine Cru Co 2009 - 2010
N/A 2009 - 2010
Skills
Management, Customer Service, Microsoft Office, Sales, Marketing, Leadership, Financial Services, Adobe Creative Suite, Project Management, Print Production
Education
Sonoma State University 2010 — 2011
Master of Business Administration
International Wine Guild 2009 — 2010
Wine Sommelier
University of Colorado Denver 2007 — 2010
Bachelor of Science in Business Administration, Marketing
Liza Orr Liza Orr's ALPS, A DST Company Experience April 2014 - Present
Job InHouse Counsel
Industry Law Practice
Experience
ALPS, A DST Company April 2014 - Present
clasor llc August 2011 - Present
Equity Advisor Solutions, LLC. December 2011 - April 2014
Lincoln Trust Company May 2006 - August 2011
US Securities and Exchange Commission September 2003 - April 2006
Crowell & Moring LLP February 2002 - August 2003
Morgan, Lewis & Bockius LLP September 1995 - February 2002
NASD; U.S. Securities and Exchange Commission; Morgan, Lewis & Bockius LLP 1999 - 2000
Skills
Financial Advisory, Mutual Funds, Private Placements, Trading, Banking Law, Financial Services, FINRA, 401k, Securities Litigation, Banking, Litigation, Investments, Securities Regulation, Analysis, Securities, Retirement Planning, AML, Hedge Funds, Internal Investigations, Investment Management
Education
The Catholic University of America, Columbus School of Law 1997 — 2000
JD, Securities Law
Miami University 1991 — 1995
B.A., Sociology
ALPS, A DST Company April 2014 - Present
clasor llc August 2011 - Present
Equity Advisor Solutions, LLC. December 2011 - April 2014
Lincoln Trust Company May 2006 - August 2011
US Securities and Exchange Commission September 2003 - April 2006
Crowell & Moring LLP February 2002 - August 2003
Morgan, Lewis & Bockius LLP September 1995 - February 2002
NASD; U.S. Securities and Exchange Commission; Morgan, Lewis & Bockius LLP 1999 - 2000
Skills
Financial Advisory, Mutual Funds, Private Placements, Trading, Banking Law, Financial Services, FINRA, 401k, Securities Litigation, Banking, Litigation, Investments, Securities Regulation, Analysis, Securities, Retirement Planning, AML, Hedge Funds, Internal Investigations, Investment Management
Education
The Catholic University of America, Columbus School of Law 1997 — 2000
JD, Securities Law
Miami University 1991 — 1995
B.A., Sociology
Jeff Brainard, CFP®, CFS Jeff Brainard, CFP®, CFS's ALPS, A DST Company Experience February 2013 - May 2014
Job Regional Director IndexIQ | Mainstay Investments
Industry Investment Management
Experience
IndexIQ August 2015 - Present
Deutsche Bank May 2014 - August 2015
ALPS, A DST Company February 2013 - May 2014
ALPS Fund Services, Inc. January 2011 - February 2013
SPDR Exchange Traded Funds (ETFs) April 2004 - January 2011
Promontory Interfinancial Network November 2002 - April 2004
ALPS Fund Services, Inc. February 2001 - November 2002
ALPS Fund Services, Inc. August 1999 - February 2001
Skills
Mutual Funds, Asset Managment, Series 7, Series 63, Financial Services, Asset Allocation, Investments, Securities, Portfolio Management, Alternative Investments, Fixed Annuities, Financial Analysis, Business Development, Finance, Risk Management, Equities, Hedge Funds, Asset Management, ETFs, FINRA, Series 6, Wealth Management
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science, Business (Accounting and Small Business Management)
College for Financial Planning
Certified Financial Planner Educational Requirement, CFP
IndexIQ August 2015 - Present
Deutsche Bank May 2014 - August 2015
ALPS, A DST Company February 2013 - May 2014
ALPS Fund Services, Inc. January 2011 - February 2013
SPDR Exchange Traded Funds (ETFs) April 2004 - January 2011
Promontory Interfinancial Network November 2002 - April 2004
ALPS Fund Services, Inc. February 2001 - November 2002
ALPS Fund Services, Inc. August 1999 - February 2001
Skills
Mutual Funds, Asset Managment, Series 7, Series 63, Financial Services, Asset Allocation, Investments, Securities, Portfolio Management, Alternative Investments, Fixed Annuities, Financial Analysis, Business Development, Finance, Risk Management, Equities, Hedge Funds, Asset Management, ETFs, FINRA, Series 6, Wealth Management
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science, Business (Accounting and Small Business Management)
College for Financial Planning
Certified Financial Planner Educational Requirement, CFP
Ashley Lyons, CPA Ashley Lyons, CPA's ALPS, A DST Company Experience April 2010 - September 2010
Job Manager, Treasury Oversight at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2015 - Present
OppenheimerFunds June 2012 - February 2015
Old Mutual Capital September 2010 - May 2012
ALPS, A DST Company April 2010 - September 2010
ALPS, A DST Company January 2008 - April 2010
Skills
Mutual Funds, Fund Accounting, Accounting, Financial Reporting, Alternative Investments, Bloomberg, Securities, Equities, Investments, Finance
Education
Metropolitan State College of Denver 2011 — 2011
Certificate, Accounting
Colorado State University 2004 — 2007
Bachelor's, Finance
OppenheimerFunds February 2015 - Present
OppenheimerFunds June 2012 - February 2015
Old Mutual Capital September 2010 - May 2012
ALPS, A DST Company April 2010 - September 2010
ALPS, A DST Company January 2008 - April 2010
Skills
Mutual Funds, Fund Accounting, Accounting, Financial Reporting, Alternative Investments, Bloomberg, Securities, Equities, Investments, Finance
Education
Metropolitan State College of Denver 2011 — 2011
Certificate, Accounting
Colorado State University 2004 — 2007
Bachelor's, Finance
Jay Foley's ALPS, A DST Company Experience December 2012 - October 2013
Job National Sales Director at AmericaFirst Capital Management
Industry Financial Services
Experience
AmericaFirst Capital Management October 2013 - Present
ALPS, A DST Company December 2012 - October 2013
SIP America February 2011 - December 2012
America First Capital June 2008 - February 2011
Advisor's Asset Management 2006 - 2008
Allied Irish Bank 2001 - 2006
Deutsche Bank Alex Brown February 1998 - September 2001
Skills
Investments, Financial Advisory, Sales Management, Marketing, Sales Operations, RIA, Mutual Funds, UIT, Structured Products
Education
Loyola College in Maryland 1993 — 1995
BBA, Business Economics
Xavier University 1991 — 1993
Fairfield Prep
AmericaFirst Capital Management October 2013 - Present
ALPS, A DST Company December 2012 - October 2013
SIP America February 2011 - December 2012
America First Capital June 2008 - February 2011
Advisor's Asset Management 2006 - 2008
Allied Irish Bank 2001 - 2006
Deutsche Bank Alex Brown February 1998 - September 2001
Skills
Investments, Financial Advisory, Sales Management, Marketing, Sales Operations, RIA, Mutual Funds, UIT, Structured Products
Education
Loyola College in Maryland 1993 — 1995
BBA, Business Economics
Xavier University 1991 — 1993
Fairfield Prep
Sean Durkin Sean Durkin's ALPS, A DST Company Experience February 2015 - Present
Job Internal Sales, ALPS inc
Industry Financial Services
Experience
ALPS, A DST Company February 2015 - Present
Army National Guard July 2012 - Present
Curian Capital August 2014 - February 2015
Christy Sports December 2013 - April 2014
Air National Guard June 2009 - July 2012
Skills
Military, National Security, Army, Strategic Leadership, Aircraft Maintenance, Air Force, Retail Sales, Financial Reporting, Financial Accounting, Financial Analysis
Education
Colorado State University 2009 — 2014
Bachelor of Arts (B.A.), Economics
Skutt Catholic 2005 — 2009
High School
ALPS, A DST Company February 2015 - Present
Army National Guard July 2012 - Present
Curian Capital August 2014 - February 2015
Christy Sports December 2013 - April 2014
Air National Guard June 2009 - July 2012
Skills
Military, National Security, Army, Strategic Leadership, Aircraft Maintenance, Air Force, Retail Sales, Financial Reporting, Financial Accounting, Financial Analysis
Education
Colorado State University 2009 — 2014
Bachelor of Arts (B.A.), Economics
Skutt Catholic 2005 — 2009
High School
Alyson Lorenzo Alyson Lorenzo's ALPS, A DST Company Experience November 2010 - August 2011
Job Financial Analyst at TriZetto Corporation
Industry Information Technology and Services
Experience
TriZetto, A Cognizant Company April 2015 - Present
Vail Marriott/Vail Resorts April 2013 - April 2015
TForce Energy Services, Inc. August 2011 - April 2013
Chili's October 2003 - April 2013
ALPS, A DST Company November 2010 - August 2011
Linmark Property Management June 2008 - November 2010
TCF Bank November 2007 - May 2008
TCF Bank August 2006 - November 2007
Douglas County School District May 2005 - September 2007
Skills
Accounting, Microsoft Excel, General Ledger, Financial Statements, Accounts Payable, Auditing, Account Reconciliation, Payroll, Finance, Budgets, Management, Essbase, 10 Key, GAAP, Bank Reconciliation, Financial Analysis, Journal Entries, Data Entry, Notary Public, Accpac, PowerPoint, Access, Microsoft Word, Citrix Accounting..., Tax Accounting, Financial Reporting, Accounts Receivable, Bookkeeping, Time Management, Cash Flow, Outlook, Invoicing, Tax, Fixed Assets, Balance, Expenses, Forecasting, Cost Accounting, Customer Satisfaction, Managerial Finance, QuickBooks, Quicken, Spectrum, Customer Service, Microsoft Office, Analysis, Hospitality, Spreadsheets, Leadership, MS Excel Pivot Tables
Education
Metropolitan State University of Denver 2008 — 2010
Bachelor's, Finance
Arapahoe Community College 2004 — 2008
General Studies
TriZetto, A Cognizant Company April 2015 - Present
Vail Marriott/Vail Resorts April 2013 - April 2015
TForce Energy Services, Inc. August 2011 - April 2013
Chili's October 2003 - April 2013
ALPS, A DST Company November 2010 - August 2011
Linmark Property Management June 2008 - November 2010
TCF Bank November 2007 - May 2008
TCF Bank August 2006 - November 2007
Douglas County School District May 2005 - September 2007
Skills
Accounting, Microsoft Excel, General Ledger, Financial Statements, Accounts Payable, Auditing, Account Reconciliation, Payroll, Finance, Budgets, Management, Essbase, 10 Key, GAAP, Bank Reconciliation, Financial Analysis, Journal Entries, Data Entry, Notary Public, Accpac, PowerPoint, Access, Microsoft Word, Citrix Accounting..., Tax Accounting, Financial Reporting, Accounts Receivable, Bookkeeping, Time Management, Cash Flow, Outlook, Invoicing, Tax, Fixed Assets, Balance, Expenses, Forecasting, Cost Accounting, Customer Satisfaction, Managerial Finance, QuickBooks, Quicken, Spectrum, Customer Service, Microsoft Office, Analysis, Hospitality, Spreadsheets, Leadership, MS Excel Pivot Tables
Education
Metropolitan State University of Denver 2008 — 2010
Bachelor's, Finance
Arapahoe Community College 2004 — 2008
General Studies
Jared Kloos's ALPS, A DST Company Experience May 2011 - Present
Job Alternative Distribution Executive, Western Division at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company May 2011 - Present
J.P. Morgan January 2010 - April 2011
Claymore Securities (now Guggenheim Investments) August 2006 - September 2009
RBC Wealth Managment August 2003 - August 2006
Skills
Series 7, Series 63, Mutual Funds, Unit Investment Trusts, ETFs, Closed-end Funds, Asset Allocation, Sales
Education
Johnson & Wales University 2000 — 2003
B.S. Management, Management, Concentration in Financial Services
ALPS, A DST Company May 2011 - Present
J.P. Morgan January 2010 - April 2011
Claymore Securities (now Guggenheim Investments) August 2006 - September 2009
RBC Wealth Managment August 2003 - August 2006
Skills
Series 7, Series 63, Mutual Funds, Unit Investment Trusts, ETFs, Closed-end Funds, Asset Allocation, Sales
Education
Johnson & Wales University 2000 — 2003
B.S. Management, Management, Concentration in Financial Services
Chelsea Anderson Chelsea Anderson's ALPS, A DST Company Experience December 2011 - October 2013
Job Transaction Processing Supervisor, Alternative Investment Services
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
ALPS, A DST Company December 2011 - October 2013
Ramskeller Pub & Grub January 2008 - December 2011
Skills
Microsoft Operating..., TA2000, Customer Service, Mutual Funds, Finance, Microsoft Excel, 401k, FINRA, Financial Services, Series 6, Retirement, Alternative Investments, Account Reconciliation, Financial Analysis
Education
Colorado State University 2007 — 2011
Bachelor of Science (B.S.), Actuarial Science
J.P. Morgan March 2014 - Present
ALPS, A DST Company December 2011 - October 2013
Ramskeller Pub & Grub January 2008 - December 2011
Skills
Microsoft Operating..., TA2000, Customer Service, Mutual Funds, Finance, Microsoft Excel, 401k, FINRA, Financial Services, Series 6, Retirement, Alternative Investments, Account Reconciliation, Financial Analysis
Education
Colorado State University 2007 — 2011
Bachelor of Science (B.S.), Actuarial Science
Peter Valencia Peter Valencia's ALPS, A DST Company Experience September 2015 - Present
Job Compliance Analyst
Industry Financial Services
Experience
ALPS, A DST Company September 2015 - Present
Merrill Lynch October 2013 - July 2015
Merrill Lynch April 2013 - October 2013
Merrill Lynch May 2012 - April 2013
Skills
Portfolio Management, Microsoft Office, Forecasting, Microsoft Excel, Analytical Skills, Consultative Sales, Management, SQL, Financial Analysis, Event Management, Wealth Management, Customer Service, Eviews, Financial Advisory, Leadership, Financial Services, Equities, Accounting, Regulatory Compliance, Sales, Finance, Financial Planning, Retirement Planning, Investments, Mutual Funds
Education
Creighton University's Heider College of Business 2015 — 2016
Master of Business Administration (MBA)
Creighton University's Heider College of Business 2013 — 2015
Master of Investment Management and Financial Analysis
Arizona State University
Bachelor of Science (B.S.), Economics
Arizona State University
Bachelor of Science (B.S.), Political Science
ALPS, A DST Company September 2015 - Present
Merrill Lynch October 2013 - July 2015
Merrill Lynch April 2013 - October 2013
Merrill Lynch May 2012 - April 2013
Skills
Portfolio Management, Microsoft Office, Forecasting, Microsoft Excel, Analytical Skills, Consultative Sales, Management, SQL, Financial Analysis, Event Management, Wealth Management, Customer Service, Eviews, Financial Advisory, Leadership, Financial Services, Equities, Accounting, Regulatory Compliance, Sales, Finance, Financial Planning, Retirement Planning, Investments, Mutual Funds
Education
Creighton University's Heider College of Business 2015 — 2016
Master of Business Administration (MBA)
Creighton University's Heider College of Business 2013 — 2015
Master of Investment Management and Financial Analysis
Arizona State University
Bachelor of Science (B.S.), Economics
Arizona State University
Bachelor of Science (B.S.), Political Science
Eugene Ten's ALPS, A DST Company Experience November 2013 - June 2015
Job Audit and Reporting Investment Accountant at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group June 2015 - Present
ALPS, A DST Company November 2013 - June 2015
Wells Fargo June 2012 - November 2013
Suncor Energy December 2011 - May 2012
Skills
work well under pressure, Multi Tasking, Communication, professinalism, russian speaker, responsible, independent, Customer Service
Education
Colorado Technical University 2014 — 2016
MBA - Finance, Finance, General
University of Colorado at Denver 2007 — 2012
Bachelor of Science (BS), Financial Management and Accounting
Janus Capital Group June 2015 - Present
ALPS, A DST Company November 2013 - June 2015
Wells Fargo June 2012 - November 2013
Suncor Energy December 2011 - May 2012
Skills
work well under pressure, Multi Tasking, Communication, professinalism, russian speaker, responsible, independent, Customer Service
Education
Colorado Technical University 2014 — 2016
MBA - Finance, Finance, General
University of Colorado at Denver 2007 — 2012
Bachelor of Science (BS), Financial Management and Accounting
Parker Lathrop Parker Lathrop's ALPS, A DST Company Experience December 2014 - Present
Job Hedge Fund Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company December 2014 - Present
Lathrop Financial Services July 2014 - September 2014
Troon Golf May 2013 - September 2014
EmpowerMundo June 2013 - June 2014
Pi Kappa Phi Fraternity January 2013 - December 2013
Vail Resorts December 2012 - April 2013
Parker's Lawn Service July 2005 - August 2012
Dave Pelz Golf Academy June 2010 - August 2010
Skills
Public Relations, Social Networking, Management, Leadership, Recruiting, Customer Service, Team Leadership, Social Media Marketing, Entrepreneurship, Social Media, Marketing, Hedge Funds, Microsoft Excel, Time Management, Finance, Investment Management, Fund Accounting, Price Reconciliation, Bloomberg Terminal, Microsoft Office, Teamwork
Education
Colorado State University 2011 — 2014
Bachelor of Science of Business Administration (B.S.B.A.), Organization and Innovation Management
Battle Mountain High School 2006 — 2010
ALPS, A DST Company December 2014 - Present
Lathrop Financial Services July 2014 - September 2014
Troon Golf May 2013 - September 2014
EmpowerMundo June 2013 - June 2014
Pi Kappa Phi Fraternity January 2013 - December 2013
Vail Resorts December 2012 - April 2013
Parker's Lawn Service July 2005 - August 2012
Dave Pelz Golf Academy June 2010 - August 2010
Skills
Public Relations, Social Networking, Management, Leadership, Recruiting, Customer Service, Team Leadership, Social Media Marketing, Entrepreneurship, Social Media, Marketing, Hedge Funds, Microsoft Excel, Time Management, Finance, Investment Management, Fund Accounting, Price Reconciliation, Bloomberg Terminal, Microsoft Office, Teamwork
Education
Colorado State University 2011 — 2014
Bachelor of Science of Business Administration (B.S.B.A.), Organization and Innovation Management
Battle Mountain High School 2006 — 2010
David Ritchey David Ritchey's ALPS, A DST Company Experience November 2013 - Present
Job Alternative Distribution Executive, Eastern Division at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company November 2013 - Present
Red Oak Wealth Management, LLC March 2012 - November 2013
SunAmerica December 2010 - March 2012
ING August 2007 - December 2010
Ameriprise Financial 2005 - 2007
Nationwide Financial Services 2001 - 2005
Skills
Investment Management, Income Protection, Retirement Planning, Qualified Retirement..., Licensed Life & Health..., Education Funding, Asset Managment, Asset Allocation, Mutual Funds, Team Leadership, Team Management, Sales Presentations, Problem Solving, Collaborative Problem..., Business Acquisition, Series 7
Education
Otterbein University 1998 — 2001
BA, Business Finance
ALPS, A DST Company November 2013 - Present
Red Oak Wealth Management, LLC March 2012 - November 2013
SunAmerica December 2010 - March 2012
ING August 2007 - December 2010
Ameriprise Financial 2005 - 2007
Nationwide Financial Services 2001 - 2005
Skills
Investment Management, Income Protection, Retirement Planning, Qualified Retirement..., Licensed Life & Health..., Education Funding, Asset Managment, Asset Allocation, Mutual Funds, Team Leadership, Team Management, Sales Presentations, Problem Solving, Collaborative Problem..., Business Acquisition, Series 7
Education
Otterbein University 1998 — 2001
BA, Business Finance
Matt Ebersbach Matt Ebersbach's ALPS, A DST Company Experience 2013 - Present
Job Vice President, Client Relationship Management at ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company 2013 - Present
Fifth Third Asset Management September 2001 - October 2012
BISYS Fund Services 1995 - 2001
Walmart 1993 - 1995
Skills
Mutual Funds, Asset Managment, Risk Management, Financial Services, Change Management, Cross-functional Team..., Business Relationship..., Third Party Vendor..., Fund Accounting, Fund Administration, Shareholder Services, Project Management, Acquisition Integration, Contract Negotiation, Resource Management, Transfer Agency, Operations Management, FINRA Series 6, 26, 63..., Product Management, Management, Leadership, Shareholder, Analysis, Relationship Management, Asset Management, Series 63, Business Strategy, Series 24, Separately Managed..., Investment Management, Series 6, Retirement Planning, Bonds, Financial Analysis
Education
Ohio University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Health Care Management
Northeastern University 1988 — 1988
Bishop Rosecrans
ALPS, A DST Company 2013 - Present
Fifth Third Asset Management September 2001 - October 2012
BISYS Fund Services 1995 - 2001
Walmart 1993 - 1995
Skills
Mutual Funds, Asset Managment, Risk Management, Financial Services, Change Management, Cross-functional Team..., Business Relationship..., Third Party Vendor..., Fund Accounting, Fund Administration, Shareholder Services, Project Management, Acquisition Integration, Contract Negotiation, Resource Management, Transfer Agency, Operations Management, FINRA Series 6, 26, 63..., Product Management, Management, Leadership, Shareholder, Analysis, Relationship Management, Asset Management, Series 63, Business Strategy, Series 24, Separately Managed..., Investment Management, Series 6, Retirement Planning, Bonds, Financial Analysis
Education
Ohio University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Health Care Management
Northeastern University 1988 — 1988
Bishop Rosecrans
David Clang David Clang's ALPS, A DST Company Experience October 2012 - Present
Job Web Designer at ALPS, A DST Company
Industry Design
Experience
ALPS, A DST Company October 2012 - Present
Clang Custom Guitars August 2010 - Present
Studio 1834 March 2009 - October 2012
Eastridge Church November 2008 - June 2012
Skills
Photoshop, Dreamweaver, Illustrator, InDesign, Photography, Lightroom, Video, CSS, HTML5, PHP, jQuery, Guitar
Education
University of Nebraska-Lincoln 2009 — 2011
Bachelor of Journalism, Advertising and Public Relations
Southeast Community College 2007 — 2009
Associate of Arts, Graphic Design, Entrepreneurship
ALPS, A DST Company October 2012 - Present
Clang Custom Guitars August 2010 - Present
Studio 1834 March 2009 - October 2012
Eastridge Church November 2008 - June 2012
Skills
Photoshop, Dreamweaver, Illustrator, InDesign, Photography, Lightroom, Video, CSS, HTML5, PHP, jQuery, Guitar
Education
University of Nebraska-Lincoln 2009 — 2011
Bachelor of Journalism, Advertising and Public Relations
Southeast Community College 2007 — 2009
Associate of Arts, Graphic Design, Entrepreneurship
Travis Boccard Travis Boccard's ALPS, A DST Company Experience June 2014 - Present
Job Senior ETF Fund Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2014 - Present
ALPS, A DST Company June 2014 - Present
Brown Brothers Harriman October 2012 - June 2014
The Northwestern Mutual Financial Network March 2011 - May 2012
Colorado College August 2008 - May 2012
Broomfield City and County May 2005 - August 2011
Colorado College April 2010 - September 2010
Boston Culinary Group November 2006 - March 2008
Skills
Microsoft Office, Excel, PowerPoint, Word, Public Speaking, Spanish, Teaching, Financial Analysis, Finance
Education
Colorado College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Colorado College 2008 — 2012
ALPS, A DST Company June 2014 - Present
ALPS, A DST Company June 2014 - Present
Brown Brothers Harriman October 2012 - June 2014
The Northwestern Mutual Financial Network March 2011 - May 2012
Colorado College August 2008 - May 2012
Broomfield City and County May 2005 - August 2011
Colorado College April 2010 - September 2010
Boston Culinary Group November 2006 - March 2008
Skills
Microsoft Office, Excel, PowerPoint, Word, Public Speaking, Spanish, Teaching, Financial Analysis, Finance
Education
Colorado College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Colorado College 2008 — 2012
Matthew Pittman Matthew Pittman's ALPS, A DST Company Experience May 2011 - Present
Job Valuation Analyst at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial August 2013 - Present
ALPS, A DST Company May 2011 - Present
Skills
Microsoft Office, Accounting, Finance, Bloomberg, Securities, Equities, Mutual Funds, Fund Accounting, Derivatives
Education
Colorado State University 2014 — 2016
Master's Degree, Computer Information Systems, TBD
Colorado State University 2006 — 2011
Bachelor of Science (B.S.), Finance, General, 3.204
Great-West Financial August 2013 - Present
ALPS, A DST Company May 2011 - Present
Skills
Microsoft Office, Accounting, Finance, Bloomberg, Securities, Equities, Mutual Funds, Fund Accounting, Derivatives
Education
Colorado State University 2014 — 2016
Master's Degree, Computer Information Systems, TBD
Colorado State University 2006 — 2011
Bachelor of Science (B.S.), Finance, General, 3.204
Bethany Evans Bethany Evans's ALPS, A DST Company Experience December 2014 - Present
Job Sr. Business Projects Analyst at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company December 2014 - Present
ALPS, A DST Company September 2013 - December 2014
DST Systems November 2011 - September 2013
DST Systems November 2009 - November 2011
Skills
Process Improvement, Project Management, Research, Data Analysis, Sales, Client Relations Skills, SQL DB2, Reporting & Analysis, IBM Mainframe, Microsoft Word, JCL, Alternative Investments, Cross-functional Team..., Project Coordination, Mutual Funds, Web Design, REIT, Managed Money, System Testing, Transaction Processing, Technical Writing, Access Database, Microsoft Excel, Microsoft Office, Microsoft SQL Server, PowerPoint, Team Leadership
Education
Fort Hays State University Virtual College 2011 — 2014
Bachelor's Degree, Management and Marketing, 3.10
Johnson County Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.5
ALPS, A DST Company December 2014 - Present
ALPS, A DST Company September 2013 - December 2014
DST Systems November 2011 - September 2013
DST Systems November 2009 - November 2011
Skills
Process Improvement, Project Management, Research, Data Analysis, Sales, Client Relations Skills, SQL DB2, Reporting & Analysis, IBM Mainframe, Microsoft Word, JCL, Alternative Investments, Cross-functional Team..., Project Coordination, Mutual Funds, Web Design, REIT, Managed Money, System Testing, Transaction Processing, Technical Writing, Access Database, Microsoft Excel, Microsoft Office, Microsoft SQL Server, PowerPoint, Team Leadership
Education
Fort Hays State University Virtual College 2011 — 2014
Bachelor's Degree, Management and Marketing, 3.10
Johnson County Community College 2009 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.5
Shayne Morgan Shayne Morgan's ALPS, A DST Company Experience August 2013 - February 2015
Job Administrative / Legal Professional
Industry Legal Services
Experience
Janus Capital Group February 2015 - September 2015
ALPS, A DST Company August 2013 - February 2015
Newmont Mining Corporation July 2011 - June 2013
McREL October 2010 - June 2011
Nebraska Department of Education - State of Nebraska October 2005 - October 2010
The mOrganizer January 1999 - August 2005
Werner Enterprises October 2003 - October 2004
University of Nebraska-Lincoln May 2000 - August 2002
Nebraska Methodist Health System June 1998 - August 1999
Hoppe & Harner Law Office January 1998 - June 1998
Skills
SEC Filings, Fund Governance, Legal Discovery, Medical Records Summary, Organizing, Proofreading, Ethics, Deposition Summary, Bates Numbering, Documentation, Records Management, Problem Solving, Fundraising, Excel, Internet Research, HotDocs, Medical Terminology, Word, Web 2.0, Transcription, Administrative Law, Testing, Contract Law, Newsletters, Windows, Databases, Lotus Notes, Team Building, PowerPoint, Teamwork, Access, Social Media, Editing, Legal Research, Paralegals, SharePoint, Legal Documents, Corporate Governance, Research, Litigation, Event Planning, Outlook, Customer Service, Notary Public, Microsoft Office, Legal Writing, Data Entry, Calendaring, Administrative..., Depositions
Education
Bellevue University 2010 — 2011
BS, Legal Studies
Lincoln School of Commerce 1996 — 1997
AA, Paralegal Studies
Stanton High School 1984 — 1987
Diploma, General Studies
Janus Capital Group February 2015 - September 2015
ALPS, A DST Company August 2013 - February 2015
Newmont Mining Corporation July 2011 - June 2013
McREL October 2010 - June 2011
Nebraska Department of Education - State of Nebraska October 2005 - October 2010
The mOrganizer January 1999 - August 2005
Werner Enterprises October 2003 - October 2004
University of Nebraska-Lincoln May 2000 - August 2002
Nebraska Methodist Health System June 1998 - August 1999
Hoppe & Harner Law Office January 1998 - June 1998
Skills
SEC Filings, Fund Governance, Legal Discovery, Medical Records Summary, Organizing, Proofreading, Ethics, Deposition Summary, Bates Numbering, Documentation, Records Management, Problem Solving, Fundraising, Excel, Internet Research, HotDocs, Medical Terminology, Word, Web 2.0, Transcription, Administrative Law, Testing, Contract Law, Newsletters, Windows, Databases, Lotus Notes, Team Building, PowerPoint, Teamwork, Access, Social Media, Editing, Legal Research, Paralegals, SharePoint, Legal Documents, Corporate Governance, Research, Litigation, Event Planning, Outlook, Customer Service, Notary Public, Microsoft Office, Legal Writing, Data Entry, Calendaring, Administrative..., Depositions
Education
Bellevue University 2010 — 2011
BS, Legal Studies
Lincoln School of Commerce 1996 — 1997
AA, Paralegal Studies
Stanton High School 1984 — 1987
Diploma, General Studies
Juan Diaz de Leon's ALPS, A DST Company Experience August 2012 - February 2013
Job ► Building the Internet of Things (IoT)
Industry Staffing and Recruiting
Experience
Lyft September 2013 - Present
Network Search Associates May 2014 - April 2015
Equity Staffing Group January 2014 - May 2014
Evans Senior Investments May 2013 - August 2013
Intuit March 2013 - May 2013
ALPS, A DST Company August 2012 - February 2013
EOG Resources December 2011 - August 2012
Skills
Investments, Financial Analysis, Sales, Leadership, QuickBooks, Business Development, Microsoft Excel, Financial Accounting, Business Analysis, Fund Accounting, Social Media, Economics, Accounts Payable, Tax, Networking, Creative Problem Solving
Education
Colorado State University 2007 — 2011
BA, Economics
Kingston University 2010 — 2010
Economics Study Abroad Program - London, UK, 3.5
Lyft September 2013 - Present
Network Search Associates May 2014 - April 2015
Equity Staffing Group January 2014 - May 2014
Evans Senior Investments May 2013 - August 2013
Intuit March 2013 - May 2013
ALPS, A DST Company August 2012 - February 2013
EOG Resources December 2011 - August 2012
Skills
Investments, Financial Analysis, Sales, Leadership, QuickBooks, Business Development, Microsoft Excel, Financial Accounting, Business Analysis, Fund Accounting, Social Media, Economics, Accounts Payable, Tax, Networking, Creative Problem Solving
Education
Colorado State University 2007 — 2011
BA, Economics
Kingston University 2010 — 2010
Economics Study Abroad Program - London, UK, 3.5
Janet Gibson Janet Gibson's ALPS, A DST Company Experience April 2013 - Present
Job Sector SPDRs ETF Sales
Industry Financial Services
Experience
ALPS, A DST Company April 2013 - Present
Transamerica Capital October 2010 - April 2013
Merrill Lynch January 2008 - July 2010
E*Trade 2010 - 2010
Northwestern Mutual April 2007 - October 2007
Coldwell Banker Residential Brokerage January 2002 - January 2006
Northwestern Mutual Financial Network 1999 - 2001
Skills
Mutual Funds, Finance, Financial Advisory, Sales Management, ETFs, Investments, Customer Service, Financial Analysis, Banking, Account Management, New Business Development, Sales, Series 63, Series 7, Team Building, Strategic Planning, Risk Management, Microsoft Excel, Business Strategy, Series 6, Negotiation, Project Management, Microsoft Office, Microsoft Word, PowerPoint, Versatile,..., Leadership skills with..., Excellent written and..., Financial Services..., Salesforce.com, Territory..., Investment Strategies
Education
Skidmore College
BS, Business
ALPS, A DST Company April 2013 - Present
Transamerica Capital October 2010 - April 2013
Merrill Lynch January 2008 - July 2010
E*Trade 2010 - 2010
Northwestern Mutual April 2007 - October 2007
Coldwell Banker Residential Brokerage January 2002 - January 2006
Northwestern Mutual Financial Network 1999 - 2001
Skills
Mutual Funds, Finance, Financial Advisory, Sales Management, ETFs, Investments, Customer Service, Financial Analysis, Banking, Account Management, New Business Development, Sales, Series 63, Series 7, Team Building, Strategic Planning, Risk Management, Microsoft Excel, Business Strategy, Series 6, Negotiation, Project Management, Microsoft Office, Microsoft Word, PowerPoint, Versatile,..., Leadership skills with..., Excellent written and..., Financial Services..., Salesforce.com, Territory..., Investment Strategies
Education
Skidmore College
BS, Business
Ariel Scott Ariel Scott's ALPS, A DST Company Experience November 2011 - Present
Job Senior Web Designer at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company November 2011 - Present
Institute for Environmental Solutions July 2011 - November 2011
Open Media Foundation September 2010 - May 2011
Athletic Technical Department at University of Denver September 2009 - August 2010
Skylab Recording Studios September 2007 - November 2008
Skills
Responsive Web Design, HTML, CSS, jQuery, JavaScript, PHP, GruntJS, Web Design, SASS, Compass, Photoshop, User Interface Design, Microsoft Office, Project Management
Education
University of Denver 2009 — 2011
Master's Degree, Digital Media, 3.95
Florida State University 2003 — 2007
Bachelor's Degree, Music
ALPS, A DST Company November 2011 - Present
Institute for Environmental Solutions July 2011 - November 2011
Open Media Foundation September 2010 - May 2011
Athletic Technical Department at University of Denver September 2009 - August 2010
Skylab Recording Studios September 2007 - November 2008
Skills
Responsive Web Design, HTML, CSS, jQuery, JavaScript, PHP, GruntJS, Web Design, SASS, Compass, Photoshop, User Interface Design, Microsoft Office, Project Management
Education
University of Denver 2009 — 2011
Master's Degree, Digital Media, 3.95
Florida State University 2003 — 2007
Bachelor's Degree, Music
Leah Schroeder's ALPS, A DST Company Experience January 2015 - Present
Job Graphic Designer at ALPS, A DST Company
Industry Design
Experience
ALPS, A DST Company January 2015 - Present
ALPS, A DST Company January 2015 - Present
Leah Schroeder July 2006 - Present
The Coleman Company, Inc. July 2014 - December 2014
Photographics July 2012 - June 2014
EFI Polymers August 2010 - May 2012
The Rocky Mountain Collegian January 2010 - May 2010
The Rocky Mountain Collegian January 2009 - May 2009
Fort Collins Foxes, Baseball Team March 2007 - August 2007
Skills
Graphic Design, Layout, InDesign, Illustrator, Typography, Adobe Creative Suite, Logo Design, Photoshop, Web Design, Illustration, Art Direction, Digital Photography, Graphics, Image Manipulation, Packaging, Newsletters, Customer Service, Publications, Microsoft Excel, Photography, Advertising
Education
Colorado State University 2006 — 2009
BFA, Graphic Design
Drury University 2004 — 2006
Chemistry seeking Pre-Med
ALPS, A DST Company January 2015 - Present
ALPS, A DST Company January 2015 - Present
Leah Schroeder July 2006 - Present
The Coleman Company, Inc. July 2014 - December 2014
Photographics July 2012 - June 2014
EFI Polymers August 2010 - May 2012
The Rocky Mountain Collegian January 2010 - May 2010
The Rocky Mountain Collegian January 2009 - May 2009
Fort Collins Foxes, Baseball Team March 2007 - August 2007
Skills
Graphic Design, Layout, InDesign, Illustrator, Typography, Adobe Creative Suite, Logo Design, Photoshop, Web Design, Illustration, Art Direction, Digital Photography, Graphics, Image Manipulation, Packaging, Newsletters, Customer Service, Publications, Microsoft Excel, Photography, Advertising
Education
Colorado State University 2006 — 2009
BFA, Graphic Design
Drury University 2004 — 2006
Chemistry seeking Pre-Med
Karmina Luna-Dominguez's ALPS, A DST Company Experience February 2014 - Present
Job SR Mutual Fund Revenue Admin at Empower Retirement
Industry Financial Services
Experience
Empower Retirement December 2014 - Present
ALPS, A DST Company February 2014 - Present
Great-West Life April 2009 - February 2014
FASCore March 2008 - April 2009
CoreStaff September 2007 - March 2008
Skills
Data Entry, Customer Service, Analysis, Employee Benefits, Management, Human Resources, Outlook, Call Centers, Accounts Receivable, Insurance, Sales, Process Improvement, Leadership, Budgets, Team Building, Training, Recruiting, Coaching, Microsoft Excel, Team Leadership, Microsoft Office, Financial Reporting, Account Management, Microsoft Word
Education
Colorado Technical University 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.60 GPA
Colorado Technical University 2008 — 2011
Associate of Science (A.S.), Accounting
Empower Retirement December 2014 - Present
ALPS, A DST Company February 2014 - Present
Great-West Life April 2009 - February 2014
FASCore March 2008 - April 2009
CoreStaff September 2007 - March 2008
Skills
Data Entry, Customer Service, Analysis, Employee Benefits, Management, Human Resources, Outlook, Call Centers, Accounts Receivable, Insurance, Sales, Process Improvement, Leadership, Budgets, Team Building, Training, Recruiting, Coaching, Microsoft Excel, Team Leadership, Microsoft Office, Financial Reporting, Account Management, Microsoft Word
Education
Colorado Technical University 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.60 GPA
Colorado Technical University 2008 — 2011
Associate of Science (A.S.), Accounting
DJ Horton DJ Horton's ALPS, A DST Company Experience 2010 - 2011
Job Director of Operations at Layer Cake Creative
Industry Marketing and Advertising
Experience
Layer Cake Creative Marketing Strategies August 2013 - Present
First Western Trust 2011 - 2013
ALPS, A DST Company 2010 - 2011
Skills
Digital Marketing, Video Marketing, Website Development, PPC, Project Management, Social Media Marketing, WordPress, Business Development, Management, Business Strategy, Strategy, Financial Analysis, Relationship Management, Operations Management, Marketing Strategy, Information Architecture
Education
Colorado College 2007 — 2011
Bachelor's degree, Economics
Colorado College
Bachelor's degree, Economics
Layer Cake Creative Marketing Strategies August 2013 - Present
First Western Trust 2011 - 2013
ALPS, A DST Company 2010 - 2011
Skills
Digital Marketing, Video Marketing, Website Development, PPC, Project Management, Social Media Marketing, WordPress, Business Development, Management, Business Strategy, Strategy, Financial Analysis, Relationship Management, Operations Management, Marketing Strategy, Information Architecture
Education
Colorado College 2007 — 2011
Bachelor's degree, Economics
Colorado College
Bachelor's degree, Economics
Corey Dillon Corey Dillon's ALPS, A DST Company Experience 2007 - 2015
Job Founder & President at Threshold Strategy Group, LLC
Industry Financial Services
Experience
Threshold Strategy Group, LLC July 2015 - Present
Braveheart Benefitness, LLC 2015 - Present
ALPS, A DST Company 2007 - 2015
Janus Capital Group 1993 - 2006
Skills
Mutual Funds, Alternative Investments, Equities, Asset Allocation, Asset Management, Financial Services, Investments, Valuation, Investment Advisory, Public Speaking, Capital Markets, Fixed Income, ETFs, Financial Product..., Variable Products, Securities, Hedge Funds, Strategic Planning, Product Strategy, Leadership
Education
Colorado State University 1988 — 1992
BA, Political Science
Threshold Strategy Group, LLC July 2015 - Present
Braveheart Benefitness, LLC 2015 - Present
ALPS, A DST Company 2007 - 2015
Janus Capital Group 1993 - 2006
Skills
Mutual Funds, Alternative Investments, Equities, Asset Allocation, Asset Management, Financial Services, Investments, Valuation, Investment Advisory, Public Speaking, Capital Markets, Fixed Income, ETFs, Financial Product..., Variable Products, Securities, Hedge Funds, Strategic Planning, Product Strategy, Leadership
Education
Colorado State University 1988 — 1992
BA, Political Science
Courtney Swan Courtney Swan's ALPS, A DST Company Experience March 2010 - Present
Job Fund Accounting Supervisor at ALPS, A DST Company
Industry Accounting
Experience
ALPS, A DST Company March 2010 - Present
Northwestern Mutual May 2009 - September 2009
Education
Colorado State University 2005 — 2009
Bachelor's Degree, Accounting and Finance
ALPS, A DST Company March 2010 - Present
Northwestern Mutual May 2009 - September 2009
Education
Colorado State University 2005 — 2009
Bachelor's Degree, Accounting and Finance
Mia Donnell Mia Donnell's ALPS, A DST Company Experience April 2013 - September 2014
Job Print & Interaction Designer at Photobucket
Industry Design
Experience
Photobucket September 2015 - Present
Mile High United Way September 2014 - September 2015
ALPS, A DST Company April 2013 - September 2014
Huemanitas October 2011 - October 2012
Matter October 2010 - April 2011
Twist Design Group June 2010 - September 2010
Education
Art Institute of Colorado 2007 — 2011
BA, Graphic Design
Photobucket September 2015 - Present
Mile High United Way September 2014 - September 2015
ALPS, A DST Company April 2013 - September 2014
Huemanitas October 2011 - October 2012
Matter October 2010 - April 2011
Twist Design Group June 2010 - September 2010
Education
Art Institute of Colorado 2007 — 2011
BA, Graphic Design
Brian Mulberry Brian Mulberry's ALPS, A DST Company Experience June 2013 - August 2014
Job Regional Vice President at Trademark Capital Management, Inc.
Industry Financial Services
Experience
Trademark Capital Management, Inc. October 2014 - Present
ALPS, A DST Company June 2013 - August 2014
Red Rocks Capital, LLC March 2012 - April 2013
Jackson National Life March 2008 - March 2012
Old Mutual Capital February 2006 - March 2008
Columbia Funds September 2001 - December 2005
Janus Funds October 1998 - January 2001
Skills
Investments, Retirement Planning, Mutual Funds, Strategy, Management, Retirement, Finance, Business Development, Sales, Fixed Annuities, Financial Services, 401k, Life Insurance, Wealth Management, Series 6, Marketing
Education
Colorado School of Mines 1993 — 1997
Colorado School of Mines 1993 — 1996
Geophysics
Trademark Capital Management, Inc. October 2014 - Present
ALPS, A DST Company June 2013 - August 2014
Red Rocks Capital, LLC March 2012 - April 2013
Jackson National Life March 2008 - March 2012
Old Mutual Capital February 2006 - March 2008
Columbia Funds September 2001 - December 2005
Janus Funds October 1998 - January 2001
Skills
Investments, Retirement Planning, Mutual Funds, Strategy, Management, Retirement, Finance, Business Development, Sales, Fixed Annuities, Financial Services, 401k, Life Insurance, Wealth Management, Series 6, Marketing
Education
Colorado School of Mines 1993 — 1997
Colorado School of Mines 1993 — 1996
Geophysics
Christian Dilly Christian Dilly's ALPS, A DST Company Experience August 2014 - Present
Job
Industry Computer Software
Experience
ALPS, A DST Company August 2014 - Present
MiTek Industries Inc March 2013 - August 2014
MiTek Industries Inc March 2012 - March 2013
Skills
HTML, Cloud Computing, CSS, C++, SQL, Java, Risk Management, Credit, Banking, Sales, Management
Education
Regis University
Bachelor's Degree, Computer Science; Software Engineering
ALPS, A DST Company August 2014 - Present
MiTek Industries Inc March 2013 - August 2014
MiTek Industries Inc March 2012 - March 2013
Skills
HTML, Cloud Computing, CSS, C++, SQL, Java, Risk Management, Credit, Banking, Sales, Management
Education
Regis University
Bachelor's Degree, Computer Science; Software Engineering
Andrew Sklar's ALPS, A DST Company Experience May 2013 - May 2014
Job Portfolio Analyst at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners May 2014 - Present
ALPS, A DST Company May 2013 - May 2014
Bentley University September 2009 - May 2013
UBS June 2012 - August 2012
Foundations Community Partnership June 2010 - August 2010
Skills
Factset, Fundraising, Nonprofits, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Access, Facebook, Public Speaking, SPSS, Data Analysis, Teamwork
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics; Finance
HarbourVest Partners May 2014 - Present
ALPS, A DST Company May 2013 - May 2014
Bentley University September 2009 - May 2013
UBS June 2012 - August 2012
Foundations Community Partnership June 2010 - August 2010
Skills
Factset, Fundraising, Nonprofits, Research, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Access, Facebook, Public Speaking, SPSS, Data Analysis, Teamwork
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics; Finance
Kristin Tafoya Kristin Tafoya's ALPS, A DST Company Experience August 2015 - Present
Job Transfer Agency Trainer at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 2015 - Present
ALPS, A DST Company October 2014 - August 2015
Employers Unity March 2014 - October 2014
Moneytree September 2006 - July 2013
Skills
Series 6, Financial Services, Relationship Management, Customer Service, Mutual Funds, Employee Training, Credit, Efficiency, Banking, Loans, Cash Handling Experience, Teller Operations, Microsoft Office, 10 Key, Shipping, Ordering Office Supplies, Filing, Typing, Organization, Revenue Analysis, Hiring Employees, Meeting Planning, Loan Compliance, Financial Analysis, Insurance, Risk Management, Anti Money Laundering, Investor Relations, Account Management, Professional Phone...
Education
Metropolitan State University of Denver 2011 — 2013
High School, Accounting
ALPS, A DST Company August 2015 - Present
ALPS, A DST Company October 2014 - August 2015
Employers Unity March 2014 - October 2014
Moneytree September 2006 - July 2013
Skills
Series 6, Financial Services, Relationship Management, Customer Service, Mutual Funds, Employee Training, Credit, Efficiency, Banking, Loans, Cash Handling Experience, Teller Operations, Microsoft Office, 10 Key, Shipping, Ordering Office Supplies, Filing, Typing, Organization, Revenue Analysis, Hiring Employees, Meeting Planning, Loan Compliance, Financial Analysis, Insurance, Risk Management, Anti Money Laundering, Investor Relations, Account Management, Professional Phone...
Education
Metropolitan State University of Denver 2011 — 2013
High School, Accounting
Cameron Cann Cameron Cann's ALPS, A DST Company Experience July 2014 - Present
Job NSCC / Financials Representative at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company July 2014 - Present
Kirkham's Outdoor Products June 2013 - January 2014
RiverFront Investment Group January 2013 - January 2013
Davenport & Company LLC June 2012 - August 2012
RiverFront Investment Group January 2012 - February 2012
Calico Restaurant June 2011 - July 2011
Franks Outback June 2010 - August 2010
F. Richard Wilton Jr., Inc. June 2009 - August 2009
Steeber & Father Co Inc. June 2008 - August 2008
Lowe Brockenbrough & Company June 2008 - June 2008
Skills
Microsoft Office, Word, PowerPoint, Access, Attention To Detail, Highly Analytical, BLS CPR/ AED for the..., Emergency Medical..., Microsoft Excel, Microsoft Word, Finance, Investments, Time Management, Research, Teamwork, Leadership, Data Analysis, Financial Analysis
Education
Wofford College 2009 — 2014
BA, Finance, Business
Richmond, The American International University in London 2012 — 2012
International Finance, International Business
St. Christopher's School 1995 — 2009
ALPS, A DST Company July 2014 - Present
Kirkham's Outdoor Products June 2013 - January 2014
RiverFront Investment Group January 2013 - January 2013
Davenport & Company LLC June 2012 - August 2012
RiverFront Investment Group January 2012 - February 2012
Calico Restaurant June 2011 - July 2011
Franks Outback June 2010 - August 2010
F. Richard Wilton Jr., Inc. June 2009 - August 2009
Steeber & Father Co Inc. June 2008 - August 2008
Lowe Brockenbrough & Company June 2008 - June 2008
Skills
Microsoft Office, Word, PowerPoint, Access, Attention To Detail, Highly Analytical, BLS CPR/ AED for the..., Emergency Medical..., Microsoft Excel, Microsoft Word, Finance, Investments, Time Management, Research, Teamwork, Leadership, Data Analysis, Financial Analysis
Education
Wofford College 2009 — 2014
BA, Finance, Business
Richmond, The American International University in London 2012 — 2012
International Finance, International Business
St. Christopher's School 1995 — 2009
Mark P Sovchuk Jr. Mark P Sovchuk Jr.'s ALPS, A DST Company Experience April 2013 - August 2014
Job Audit Associate at Anton Collins Mitchell LLP
Industry Financial Services
Experience
Anton Collins Mitchell LLP August 2014 - Present
ALPS, A DST Company April 2013 - August 2014
Charter Manufacturing July 2012 - March 2013
Webster First Federal Credit Union December 2011 - July 2012
Collins Stewart June 2011 - December 2011
Skills
Accounting, Investments, Microsoft Office, Tax, QuickBooks, Finance, Customer Service, Corporate Finance, Microsoft Excel, Microsoft Word, Banking, Bloomberg, Mutual Funds, Fund Accounting, Word, PowerPoint, Excel, Equity Research, Oracle Applications, Journal Entries, Credit
Education
Nichols College 2011 — 2012
Bachelor of Science Business Administration, Accounting and Finance, Graduate
Marquette University 2009 — 2011
Accounting, Finance
David Prouty High School 2004 — 2007
Anton Collins Mitchell LLP August 2014 - Present
ALPS, A DST Company April 2013 - August 2014
Charter Manufacturing July 2012 - March 2013
Webster First Federal Credit Union December 2011 - July 2012
Collins Stewart June 2011 - December 2011
Skills
Accounting, Investments, Microsoft Office, Tax, QuickBooks, Finance, Customer Service, Corporate Finance, Microsoft Excel, Microsoft Word, Banking, Bloomberg, Mutual Funds, Fund Accounting, Word, PowerPoint, Excel, Equity Research, Oracle Applications, Journal Entries, Credit
Education
Nichols College 2011 — 2012
Bachelor of Science Business Administration, Accounting and Finance, Graduate
Marquette University 2009 — 2011
Accounting, Finance
David Prouty High School 2004 — 2007
Staci Walls Staci Walls's ALPS, A DST Company Experience June 2007 - Present
Job Internal Sales Consultant, ALPS
Industry Financial Services
Experience
ALPS, A DST Company June 2007 - Present
Skills
Mutual Funds, Financial Services, Customer Satisfaction, Finance, Hedge Funds, Series 7, ETFs, CEF, Project Management, Financial Reporting, Reporting & Analysis, TA2000, Series 63, Series 6, Portfolio Management, Outlook, Microsoft Office, Internet Explorer, Wholesale, Financial Markets, NYSE, OTC, Meeting Planning, Meeting Scheduling, FINRA, Securities Exchange Act..., Investment Company Act, Limited Partnerships, Private Equity, Emerging Markets, Bonds, Product Diversification, Securities Regulation, EDGAR filings, Prospectus, Teamwork, Team Leadership, Investments, Financial Analysis, Securities
Education
Colorado State University 2003 — 2007
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Eagle Valley High School 1999 — 2003
ALPS, A DST Company June 2007 - Present
Skills
Mutual Funds, Financial Services, Customer Satisfaction, Finance, Hedge Funds, Series 7, ETFs, CEF, Project Management, Financial Reporting, Reporting & Analysis, TA2000, Series 63, Series 6, Portfolio Management, Outlook, Microsoft Office, Internet Explorer, Wholesale, Financial Markets, NYSE, OTC, Meeting Planning, Meeting Scheduling, FINRA, Securities Exchange Act..., Investment Company Act, Limited Partnerships, Private Equity, Emerging Markets, Bonds, Product Diversification, Securities Regulation, EDGAR filings, Prospectus, Teamwork, Team Leadership, Investments, Financial Analysis, Securities
Education
Colorado State University 2003 — 2007
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Eagle Valley High School 1999 — 2003
Jake Kordich's ALPS, A DST Company Experience September 2015 - Present
Job Funds Analyst at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company September 2015 - Present
Integrity Express Logistics June 2014 - August 2014
Decibel (45 East Bar and Grille August 2013 - August 2013
Lamphears Lawn Service May 2013 - August 2013
Gunkelman Property Management May 2012 - August 2012
Applebee's January 2011 - January 2012
Skills
Advertising Sales, Microsoft SQL Server, Mathematics, Creative Writing, Logic Pro, Music Production, Digital production..., PowerPoint, Microsoft Excel, Restaurants, Landscape Design, Banquet Operations, Social Media, Live Sound, Ableton Live, Landscape Maintenance, Public Speaking, Customer Service, Teamwork, Microsoft Office, Leadership, Time Management
Education
Miami University 2011 — 2015
Bachelor's of Science in Business, Finance
ALPS, A DST Company September 2015 - Present
Integrity Express Logistics June 2014 - August 2014
Decibel (45 East Bar and Grille August 2013 - August 2013
Lamphears Lawn Service May 2013 - August 2013
Gunkelman Property Management May 2012 - August 2012
Applebee's January 2011 - January 2012
Skills
Advertising Sales, Microsoft SQL Server, Mathematics, Creative Writing, Logic Pro, Music Production, Digital production..., PowerPoint, Microsoft Excel, Restaurants, Landscape Design, Banquet Operations, Social Media, Live Sound, Ableton Live, Landscape Maintenance, Public Speaking, Customer Service, Teamwork, Microsoft Office, Leadership, Time Management
Education
Miami University 2011 — 2015
Bachelor's of Science in Business, Finance
Beth A. Corlett's ALPS, A DST Company Experience April 2008 - October 2012
Job Regional Sales Consultant
Industry Financial Services
Experience
ALPS, A DST Company-Select Sector SPDRs ETFs October 2012 - Present
ALPS, A DST Company April 2008 - October 2012
ALPS Fund Services, Inc. March 2006 - April 2008
Skills
ETFs, Financial Services, Investments, Mutual Funds, Finance, Series 7, Series 6, Securities, Alternative Investments, Equities, Financial Analysis, Due Diligence, Series 63, Financial Planning, Asset Management
Education
Regis University 2015 — 2016
Master of Business Administration (MBA), Finance, General
Colorado State University 2003 — 2005
Bachelor of Science-Business Administration, Finance
ALPS, A DST Company-Select Sector SPDRs ETFs October 2012 - Present
ALPS, A DST Company April 2008 - October 2012
ALPS Fund Services, Inc. March 2006 - April 2008
Skills
ETFs, Financial Services, Investments, Mutual Funds, Finance, Series 7, Series 6, Securities, Alternative Investments, Equities, Financial Analysis, Due Diligence, Series 63, Financial Planning, Asset Management
Education
Regis University 2015 — 2016
Master of Business Administration (MBA), Finance, General
Colorado State University 2003 — 2005
Bachelor of Science-Business Administration, Finance
Robby Leonhardt Robby Leonhardt's ALPS, A DST Company Experience August 2012 - Present
Job Fund Accounting Supervisor
Industry Financial Services
Experience
ALPS, A DST Company August 2012 - Present
Rocky Mountain Home Rescue September 2011 - Present
Real Estate Ruby April 2010 - April 2012
Colorado State University October 2006 - December 2010
Colorado Mosquito Control May 2008 - August 2009
Skills
Management, Process Scheduler, Real Estate, Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Direct Marketing, Data Analysis, Outlook, Data Entry
Education
Colorado State University 2006 — 2010
BS, Business Administration; Corporate Finance; Economics
ALPS, A DST Company August 2012 - Present
Rocky Mountain Home Rescue September 2011 - Present
Real Estate Ruby April 2010 - April 2012
Colorado State University October 2006 - December 2010
Colorado Mosquito Control May 2008 - August 2009
Skills
Management, Process Scheduler, Real Estate, Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Direct Marketing, Data Analysis, Outlook, Data Entry
Education
Colorado State University 2006 — 2010
BS, Business Administration; Corporate Finance; Economics
Adam Ramey Adam Ramey's ALPS, A DST Company Experience June 2012 - Present
Job Web Developer
Industry Information Technology and Services
Experience
ALPS, A DST Company June 2012 - Present
Information Technology NTID March 2009 - November 2010
Recruit 121 2008 - 2008
Skills
HTML, Linux, Operating Systems, Java, Microsoft Office, Windows, CRM, MySQL, Web Development, SQL, JavaScript, PHP, jQuery, C#, Databases
Education
Rochester Institute of Technology 2006 — 2009
Bachelor of Science, Information Technology
Rochester Institute of Technology
Bachelor of Science (BS), Information Technology
ALPS, A DST Company June 2012 - Present
Information Technology NTID March 2009 - November 2010
Recruit 121 2008 - 2008
Skills
HTML, Linux, Operating Systems, Java, Microsoft Office, Windows, CRM, MySQL, Web Development, SQL, JavaScript, PHP, jQuery, C#, Databases
Education
Rochester Institute of Technology 2006 — 2009
Bachelor of Science, Information Technology
Rochester Institute of Technology
Bachelor of Science (BS), Information Technology
Jonathan Hoban's ALPS, A DST Company Experience June 2013 - Present
Job Fund Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2013 - Present
DST Systems April 2011 - June 2013
Skills
Accounting, Financial Reporting, Mutual Funds, Banking, Financial Analysis, Leadership, Investments
Education
Regis University
Master's Degree, Accounting
Rockhurst University 2009 — 2013
Rockhurst University
Bachelor of Science and Accounting, Business Administration
ALPS, A DST Company June 2013 - Present
DST Systems April 2011 - June 2013
Skills
Accounting, Financial Reporting, Mutual Funds, Banking, Financial Analysis, Leadership, Investments
Education
Regis University
Master's Degree, Accounting
Rockhurst University 2009 — 2013
Rockhurst University
Bachelor of Science and Accounting, Business Administration
Claire Hart Claire Hart's ALPS, A DST Company Experience October 2014 - Present
Job Investor Services Administrator at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company October 2014 - Present
ALPS, A DST Company October 2013 - October 2014
ALPS, A DST Company May 2012 - October 2013
Skills
Spreadsheets, Outlook, Data Entry, Microsoft Excel, Access, Microsoft Office, Accounting, PowerPoint, Teamwork, Customer Service, Time Management
Education
Columbia College of Missouri 2013 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services
Central Washington University 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
ALPS, A DST Company October 2014 - Present
ALPS, A DST Company October 2013 - October 2014
ALPS, A DST Company May 2012 - October 2013
Skills
Spreadsheets, Outlook, Data Entry, Microsoft Excel, Access, Microsoft Office, Accounting, PowerPoint, Teamwork, Customer Service, Time Management
Education
Columbia College of Missouri 2013 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services
Central Washington University 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Dylan Burke Dylan Burke's ALPS, A DST Company Experience March 2015 - Present
Job Index Analyst at ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company March 2015 - Present
ALPS, A DST Company October 2014 - March 2015
Fidelity Investments September 2013 - October 2014
Credit Suisse June 2012 - August 2012
Skills
PowerPoint
Education
Bucknell University 2009 — 2013
BSBA, Management
Seton Hall Preparatory 2006 — 2009
High School
ALPS, A DST Company March 2015 - Present
ALPS, A DST Company October 2014 - March 2015
Fidelity Investments September 2013 - October 2014
Credit Suisse June 2012 - August 2012
Skills
PowerPoint
Education
Bucknell University 2009 — 2013
BSBA, Management
Seton Hall Preparatory 2006 — 2009
High School
Joshua Fliedner Joshua Fliedner's ALPS, A DST Company Experience September 2014 - Present
Job Student at McPherson College
Industry Accounting
Experience
ALPS, A DST Company September 2014 - Present
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, QuickBooks, Leadership, Time Management
Education
McPherson College 2010 — 2014
Bachelor of Science (BS), Business Administration: Emphasis Accounting and Finance
ALPS, A DST Company September 2014 - Present
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, QuickBooks, Leadership, Time Management
Education
McPherson College 2010 — 2014
Bachelor of Science (BS), Business Administration: Emphasis Accounting and Finance
Erich Rettinger Erich Rettinger's ALPS, A DST Company Experience August 2013 - Present
Job Fund Controller at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS, A DST Company August 2013 - Present
ALPS Fund Services, Inc. October 2011 - August 2013
ALPS Fund Services, Inc. June 2010 - October 2011
ALPS Fund Services, Inc. February 2010 - July 2010
Alps Fund Services August 2007 - February 2010
Skills
Fund Accounting, Mutual Funds, Bloomberg, Investments, Equities, Alternative Investments, Hedge Funds, Financial Analysis, Corporate Finance, Financial Reporting, Accounting, Securities, Financial Accounting, Bloomberg Terminal, Morningstar, Microsoft Excel, Portfolio Management, Fixed Income, Fund Of Funds, Financial Modeling
Education
Metropolitan State College of Denver 2010 — 2011
Minor, Accounting
Colorado State University 2003 — 2007
BS, Business Administration; Financial Investment Analysis
ALPS, A DST Company August 2013 - Present
ALPS Fund Services, Inc. October 2011 - August 2013
ALPS Fund Services, Inc. June 2010 - October 2011
ALPS Fund Services, Inc. February 2010 - July 2010
Alps Fund Services August 2007 - February 2010
Skills
Fund Accounting, Mutual Funds, Bloomberg, Investments, Equities, Alternative Investments, Hedge Funds, Financial Analysis, Corporate Finance, Financial Reporting, Accounting, Securities, Financial Accounting, Bloomberg Terminal, Morningstar, Microsoft Excel, Portfolio Management, Fixed Income, Fund Of Funds, Financial Modeling
Education
Metropolitan State College of Denver 2010 — 2011
Minor, Accounting
Colorado State University 2003 — 2007
BS, Business Administration; Financial Investment Analysis
Brett Stanilka Brett Stanilka's ALPS, A DST Company Experience December 2013 - Present
Job Account Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company December 2013 - Present
ALPS Fund Services, Inc. February 2010 - November 2012
Wynkoop Brewing Company October 2008 - January 2010
Skills
Mutual Funds, Financial Analysis, Microsoft Excel, Fund Accounting, Customer Service, Budgets, Microsoft Office, Financial Reporting, Investments, Finance, Financial Accounting, PowerPoint, Microsoft Word, Forecasting, Event Planning, Accounting
Education
Johnson and Wales University 2008 — 2009
AS, Culinary Arts
Johnson and Wales University 2007 — 2008
AS, Baking and Pastry
University at Albany, SUNY 2002 — 2005
BA, Economics
ALPS, A DST Company December 2013 - Present
ALPS Fund Services, Inc. February 2010 - November 2012
Wynkoop Brewing Company October 2008 - January 2010
Skills
Mutual Funds, Financial Analysis, Microsoft Excel, Fund Accounting, Customer Service, Budgets, Microsoft Office, Financial Reporting, Investments, Finance, Financial Accounting, PowerPoint, Microsoft Word, Forecasting, Event Planning, Accounting
Education
Johnson and Wales University 2008 — 2009
AS, Culinary Arts
Johnson and Wales University 2007 — 2008
AS, Baking and Pastry
University at Albany, SUNY 2002 — 2005
BA, Economics
Grant Goodan Grant Goodan's ALPS, A DST Company Experience August 2013 - Present
Job Manager/Client Specialist Alternative Investments at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 2013 - Present
ALPS, A DST Company April 2009 - August 2013
ALPS, A DST Company November 2007 - April 2009
ALPS, A DST Company March 2006 - October 2007
Pulte Mortgage July 2005 - February 2006
Merrill Lynch January 2005 - May 2005
Skills
Fund Accounting, Alternative Investments, Financial Services, Mutual Funds, Hedge Funds, Investments, Equities, Bloomberg, Fund Administration, Fixed Income, ETFs, Hegde Fund Accounting, Mutual Fund Accounting, Derivatives, Economics, Accounting, Private Equity, Dividends, Corporate Actions, Interest Calculation, Internal Controls, Development Of Employees, Staff Supervision, Microsoft Office, Securities
Education
Colorado State University
B.A., Economics
ALPS, A DST Company August 2013 - Present
ALPS, A DST Company April 2009 - August 2013
ALPS, A DST Company November 2007 - April 2009
ALPS, A DST Company March 2006 - October 2007
Pulte Mortgage July 2005 - February 2006
Merrill Lynch January 2005 - May 2005
Skills
Fund Accounting, Alternative Investments, Financial Services, Mutual Funds, Hedge Funds, Investments, Equities, Bloomberg, Fund Administration, Fixed Income, ETFs, Hegde Fund Accounting, Mutual Fund Accounting, Derivatives, Economics, Accounting, Private Equity, Dividends, Corporate Actions, Interest Calculation, Internal Controls, Development Of Employees, Staff Supervision, Microsoft Office, Securities
Education
Colorado State University
B.A., Economics
Brandon Krinhop Brandon Krinhop's ALPS, A DST Company Experience October 2007 - November 2008
Job Senior Operations Analyst at Boulder Funds
Industry Financial Services
Experience
Boulder Funds November 2008 - Present
ALPS, A DST Company October 2007 - November 2008
Skills
Mutual Funds, Bloomberg, Securities, Equities, Financial Services, Asset Management, Microsoft Office, Fund Accounting
Education
Bethany College 2003 — 2007
Bachelor's Degree, Finance, General
Boulder Funds November 2008 - Present
ALPS, A DST Company October 2007 - November 2008
Skills
Mutual Funds, Bloomberg, Securities, Equities, Financial Services, Asset Management, Microsoft Office, Fund Accounting
Education
Bethany College 2003 — 2007
Bachelor's Degree, Finance, General
Peter Jaffray's ALPS, A DST Company Experience August 2013 - Present
Job Senior Fund Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 2013 - Present
Techibeats.com LLC March 2012 - August 2013
OtterBox January 2013 - June 2013
Global Dance Festival September 2012 - December 2012
Colorado State University June 2012 - July 2012
Spasso Restaurant March 2008 - August 2010
Skills
Highly Adaptive, Organization, Professional..., Highly detail oriented, Microsoft Office, Consistency, Team Management, Virtual Teams, Employee Training, Writing, Editing, Music, Training, Video
Education
Colorado State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, GPA: 3.1
Minnetonka High School 2004 — 2008
ALPS, A DST Company August 2013 - Present
Techibeats.com LLC March 2012 - August 2013
OtterBox January 2013 - June 2013
Global Dance Festival September 2012 - December 2012
Colorado State University June 2012 - July 2012
Spasso Restaurant March 2008 - August 2010
Skills
Highly Adaptive, Organization, Professional..., Highly detail oriented, Microsoft Office, Consistency, Team Management, Virtual Teams, Employee Training, Writing, Editing, Music, Training, Video
Education
Colorado State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, GPA: 3.1
Minnetonka High School 2004 — 2008
Shea Householder Shea Householder's ALPS, A DST Company Experience December 2014 - Present
Job Sr. Alternative Investments Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company December 2014 - Present
ALPS, A DST Company February 2014 - December 2014
Farmers Insurance June 2013 - September 2013
Friends of Lake Wingra February 2013 - June 2013
Target 2005 - 2008
Skills
Event Planning, Critical Thinking, Time Management, Teamwork, PowerPoint, Microsoft Word, Data Entry, Microsoft Excel, SharePoint, Hedge Funds, Hedge Accounting, Financial Accounting, Finance
Education
Edgewood College
Bachelor of Science (B.S.), Applied Economics
ALPS, A DST Company December 2014 - Present
ALPS, A DST Company February 2014 - December 2014
Farmers Insurance June 2013 - September 2013
Friends of Lake Wingra February 2013 - June 2013
Target 2005 - 2008
Skills
Event Planning, Critical Thinking, Time Management, Teamwork, PowerPoint, Microsoft Word, Data Entry, Microsoft Excel, SharePoint, Hedge Funds, Hedge Accounting, Financial Accounting, Finance
Education
Edgewood College
Bachelor of Science (B.S.), Applied Economics
Alexander Dowgiert Alexander Dowgiert's ALPS, A DST Company Experience January 2015 - May 2015
Job Financial Analyst at Wells Fargo Energy Group
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
ALPS, A DST Company January 2015 - May 2015
ALPS, A DST Company July 2013 - January 2015
Adams Bank & Trust July 2012 - July 2013
Vapor Ltd. January 2012 - July 2013
Colorado State University Summit Fund August 2011 - May 2012
Colorado State University Finance Club August 2011 - April 2012
Colorado State University January 2010 - May 2011
Skills
Morningstar, Bloomberg Terminal, Financial Statement..., Macroeconomics, Bloomberg, Valuation, Financial Modeling, Time Management, Financial Analysis, Corporate Finance, Microsoft Excel, Business Valuation, Investments, Mutual Funds, Finance, Portfolio Management, Cash Flow, Economics, Equities, Budgets, Financial Services, Management, Credit Analysis, DCF, Banking, Credit, Forecasting, Strategic Financial..., Due Diligence, Risk Management, Accounting, Analysis
Education
CFA Institute 2014 — 2015
CFA Level III Candidate
Wall Street Prep Course 2013 — 2013
Colorado State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Wells Fargo June 2015 - Present
ALPS, A DST Company January 2015 - May 2015
ALPS, A DST Company July 2013 - January 2015
Adams Bank & Trust July 2012 - July 2013
Vapor Ltd. January 2012 - July 2013
Colorado State University Summit Fund August 2011 - May 2012
Colorado State University Finance Club August 2011 - April 2012
Colorado State University January 2010 - May 2011
Skills
Morningstar, Bloomberg Terminal, Financial Statement..., Macroeconomics, Bloomberg, Valuation, Financial Modeling, Time Management, Financial Analysis, Corporate Finance, Microsoft Excel, Business Valuation, Investments, Mutual Funds, Finance, Portfolio Management, Cash Flow, Economics, Equities, Budgets, Financial Services, Management, Credit Analysis, DCF, Banking, Credit, Forecasting, Strategic Financial..., Due Diligence, Risk Management, Accounting, Analysis
Education
CFA Institute 2014 — 2015
CFA Level III Candidate
Wall Street Prep Course 2013 — 2013
Colorado State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Daniel Sen Daniel Sen's ALPS, A DST Company Experience October 2014 - June 2015
Job Analyst at ALPS Advisors, Inc.
Industry Financial Services
Experience
ALPS Advisors, Inc. July 2015 - Present
ALPS, A DST Company October 2014 - June 2015
ALPS, A DST Company September 2013 - October 2014
Renaissance Financial January 2011 - August 2011
Education
Saint Louis University 2009 — 2013
Bachelor of Science in Business Administration, Finance
CFA Institute
Level III Candidate
University of International Business and Economics 2012 — 2012
Officer Candidate School, United States Marine Corps 2010 — 2010
Officer Candidate
ALPS Advisors, Inc. July 2015 - Present
ALPS, A DST Company October 2014 - June 2015
ALPS, A DST Company September 2013 - October 2014
Renaissance Financial January 2011 - August 2011
Education
Saint Louis University 2009 — 2013
Bachelor of Science in Business Administration, Finance
CFA Institute
Level III Candidate
University of International Business and Economics 2012 — 2012
Officer Candidate School, United States Marine Corps 2010 — 2010
Officer Candidate
Brooke Laartz Brooke Laartz's ALPS, A DST Company Experience February 2014 - Present
Job Project Coordinator at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company February 2014 - Present
ALPS Fund Services, Inc. August 2011 - February 2014
ALPS Fund Services, Inc. July 2007 - July 2011
Apples Debut, Mixed Media Jewelry November 2009 - April 2011
Skills
Accounting, Financial Services, Financial Statements, Fund Accounting, Human Resources, Internal Audit, Investments, Management, Microsoft Office, Mutual Funds, Budgets, Training, Bloomberg, Securities, Financial Analysis, Hedge Funds, Customer Service, Finance, Financial Reporting, Project Management, SEC filings, Equities, Valuation, Fixed Income
Education
Colorado State University 2003 — 2007
Bachelor, Economics, Minor in Business & History
ALPS, A DST Company February 2014 - Present
ALPS Fund Services, Inc. August 2011 - February 2014
ALPS Fund Services, Inc. July 2007 - July 2011
Apples Debut, Mixed Media Jewelry November 2009 - April 2011
Skills
Accounting, Financial Services, Financial Statements, Fund Accounting, Human Resources, Internal Audit, Investments, Management, Microsoft Office, Mutual Funds, Budgets, Training, Bloomberg, Securities, Financial Analysis, Hedge Funds, Customer Service, Finance, Financial Reporting, Project Management, SEC filings, Equities, Valuation, Fixed Income
Education
Colorado State University 2003 — 2007
Bachelor, Economics, Minor in Business & History
Colin Streets Colin Streets's ALPS, A DST Company Experience September 2012 - February 2013
Job Expense Payables Specialist at Sports Authority
Industry Financial Services
Experience
Sports Authority November 2014 - Present
ALPS, A DST Company September 2012 - February 2013
Rivet Software January 2012 - June 2012
First Western Trust Bank May 2009 - August 2009
MILE HIGH HONDA ACURA & MITSUBISHI May 2008 - July 2008
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements, Finance, Accounting
Education
Clemson University - College of Business and Behavioral Science 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Clemson University
Financial Services
Colorado State University
Paderno del Grapa
Sports Authority November 2014 - Present
ALPS, A DST Company September 2012 - February 2013
Rivet Software January 2012 - June 2012
First Western Trust Bank May 2009 - August 2009
MILE HIGH HONDA ACURA & MITSUBISHI May 2008 - July 2008
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements, Finance, Accounting
Education
Clemson University - College of Business and Behavioral Science 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Clemson University
Financial Services
Colorado State University
Paderno del Grapa
Katie Burgess, MBA Katie Burgess, MBA's ALPS, A DST Company Experience January 2013 - March 2014
Job Fund Controller at Arrowpoint Partners
Industry Investment Management
Experience
Arrowpoint Partners March 2014 - Present
ALPS, A DST Company January 2013 - March 2014
ALPS Price Meadows May 2011 - January 2013
ALPS Price Meadows April 2009 - April 2011
ALPS Price Meadows April 2008 - April 2009
Skills
Hedge Funds, Investments, Mutual Funds, Fund Of Funds, Bloomberg, Alternative Investments, Equities, Financial Reporting, Securities, Financial Statements, Accounting, Valuation, Fund Accounting, Management, Finance
Education
Gonzaga University - School of Business Administration 2006 — 2007
Masters, Business Administration
Gonzaga University - School of Business Administration 2002 — 2006
Bachelors, Finance
Arrowpoint Partners March 2014 - Present
ALPS, A DST Company January 2013 - March 2014
ALPS Price Meadows May 2011 - January 2013
ALPS Price Meadows April 2009 - April 2011
ALPS Price Meadows April 2008 - April 2009
Skills
Hedge Funds, Investments, Mutual Funds, Fund Of Funds, Bloomberg, Alternative Investments, Equities, Financial Reporting, Securities, Financial Statements, Accounting, Valuation, Fund Accounting, Management, Finance
Education
Gonzaga University - School of Business Administration 2006 — 2007
Masters, Business Administration
Gonzaga University - School of Business Administration 2002 — 2006
Bachelors, Finance
Tara Parks, CPA Tara Parks, CPA's ALPS, A DST Company Experience November 2011 - Present
Job AVP of Tax at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company November 2011 - Present
Deloitte August 2011 - November 2011
Deloitte April 2010 - August 2011
Deloitte Tax LLP September 2006 - April 2010
Skills
Tax, Mutual Funds, CPA, Big 4, Financial Services, Tax Research, Tax Accounting, Management, Team Leadership, Private Equity, Account Management, Investments, Hedge Funds, Partnership Taxation, Microsoft Excel, Tax Returns
Education
University of Denver - Sturm College of Law 2005 — 2006
Masters, Taxation
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
Bachelor of Science (BS), Accounting, Cum Laude
Haverhill High School 1997 — 2001
High School
ALPS, A DST Company November 2011 - Present
Deloitte August 2011 - November 2011
Deloitte April 2010 - August 2011
Deloitte Tax LLP September 2006 - April 2010
Skills
Tax, Mutual Funds, CPA, Big 4, Financial Services, Tax Research, Tax Accounting, Management, Team Leadership, Private Equity, Account Management, Investments, Hedge Funds, Partnership Taxation, Microsoft Excel, Tax Returns
Education
University of Denver - Sturm College of Law 2005 — 2006
Masters, Taxation
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
Bachelor of Science (BS), Accounting, Cum Laude
Haverhill High School 1997 — 2001
High School
Molly Rentz's ALPS, A DST Company Experience June 2015 - Present
Job Senior Talent Acquisition Representative at ALPS, A DST Company
Industry Staffing and Recruiting
Experience
ALPS, A DST Company June 2015 - Present
Total Quality Logistics May 2014 - June 2015
Randstad 2011 - 2014
Skills
Recruiting, Staffing Services, Temporary Placement, Talent Acquisition, Sales, Applicant Tracking..., Onboarding, Cold Calling, Permanent Placement, Human Resources, Technical Recruiting, Internet Recruiting, Screening, Interviewing Skills, Customer Retention, New Business Development, Hiring, Temporary Staffing, Sourcing
Education
Hollins University
BA, Psychology
ALPS, A DST Company June 2015 - Present
Total Quality Logistics May 2014 - June 2015
Randstad 2011 - 2014
Skills
Recruiting, Staffing Services, Temporary Placement, Talent Acquisition, Sales, Applicant Tracking..., Onboarding, Cold Calling, Permanent Placement, Human Resources, Technical Recruiting, Internet Recruiting, Screening, Interviewing Skills, Customer Retention, New Business Development, Hiring, Temporary Staffing, Sourcing
Education
Hollins University
BA, Psychology
P. David Kopp's ALPS, A DST Company Experience March 2015 - Present
Job Senior Web Developer at ALPS, A DST Company
Industry Computer Software
Experience
ALPS, A DST Company March 2015 - Present
Envysion April 2013 - February 2015
Point of Reference October 2011 - March 2013
Oracle March 2010 - October 2011
Silver Creek Systems January 2006 - March 2010
3D NATURE LLC 2003 - 2005
Skills
Linux, PHP, HTML, OOP, Perl, Photography, XML, SQL, Shell Scripting, SOQL, Salesforce.com..., MySQL, Red Hat Linux, Bash, Editing, Solr, Apache 2, Tomcat, VirtualBox, Networking, Cabling, jQuery, Agile Methodologies, Apache, CSS, SaaS, Object Oriented Design, JavaScript, Scrum, Web Development, Web Applications, Subversion, Software Design, Software Development
Education
Colorado School of Mines 1999 — 2004
Bachelor's Degree, Mathematics and Computer Science
ALPS, A DST Company March 2015 - Present
Envysion April 2013 - February 2015
Point of Reference October 2011 - March 2013
Oracle March 2010 - October 2011
Silver Creek Systems January 2006 - March 2010
3D NATURE LLC 2003 - 2005
Skills
Linux, PHP, HTML, OOP, Perl, Photography, XML, SQL, Shell Scripting, SOQL, Salesforce.com..., MySQL, Red Hat Linux, Bash, Editing, Solr, Apache 2, Tomcat, VirtualBox, Networking, Cabling, jQuery, Agile Methodologies, Apache, CSS, SaaS, Object Oriented Design, JavaScript, Scrum, Web Development, Web Applications, Subversion, Software Design, Software Development
Education
Colorado School of Mines 1999 — 2004
Bachelor's Degree, Mathematics and Computer Science
Brian Chojnacki, CPA's ALPS, A DST Company Experience July 2006 - Present
Job Vice President of ETF Services
Industry Financial Services
Experience
ALPS, A DST Company July 2006 - Present
US Bank January 1998 - June 2006
Federated Investors August 1995 - December 1997
Skills
Fund Accounting, Mutual Funds, Accounting, Financial Reporting, Securities, Microsoft Excel, Derivatives, inflation-indexed bond, Bonds, Options, Stock Market, Corporate Actions, Financial Services, Bloomberg Terminal
Education
Robert Morris University 1991 — 1995
Business Administration, Accounting
ALPS, A DST Company July 2006 - Present
US Bank January 1998 - June 2006
Federated Investors August 1995 - December 1997
Skills
Fund Accounting, Mutual Funds, Accounting, Financial Reporting, Securities, Microsoft Excel, Derivatives, inflation-indexed bond, Bonds, Options, Stock Market, Corporate Actions, Financial Services, Bloomberg Terminal
Education
Robert Morris University 1991 — 1995
Business Administration, Accounting
Jennell Panella's ALPS, A DST Company Experience June 2012 - Present
Job CPA, Fund Controller at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2012 - Present
Parker Global Strategies August 2009 - May 2012
Janus Capital Group March 2003 - December 2008
PricewaterhouseCoopers October 1999 - February 2003
OppenheimerFunds June 1997 - September 1999
BISYS Fund Services June 1996 - May 1997
Education
Ohio University 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Pre-Business Law
ALPS, A DST Company June 2012 - Present
Parker Global Strategies August 2009 - May 2012
Janus Capital Group March 2003 - December 2008
PricewaterhouseCoopers October 1999 - February 2003
OppenheimerFunds June 1997 - September 1999
BISYS Fund Services June 1996 - May 1997
Education
Ohio University 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Pre-Business Law
Stephanie Dirickson's ALPS, A DST Company Experience June 2012 - Present
Job Corporate Accounting Manager at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2012 - Present
Skills
Accounting, General Ledger, Financial Statements, GAAP, Financial Reporting, Financial Accounting, Account Reconciliation, QuickBooks, PeopleSoft
Education
Oklahoma State University
Bachelor's degree
Oklahoma State University
Bachelor's degree
University of Colorado Denver
Master of Science (M.S.)
ALPS, A DST Company June 2012 - Present
Skills
Accounting, General Ledger, Financial Statements, GAAP, Financial Reporting, Financial Accounting, Account Reconciliation, QuickBooks, PeopleSoft
Education
Oklahoma State University
Bachelor's degree
Oklahoma State University
Bachelor's degree
University of Colorado Denver
Master of Science (M.S.)
Brian Boehnke's ALPS, A DST Company Experience 2013 - Present
Job Experienced Tax/Compliance Professional
Industry Financial Services
Experience
ALPS, A DST Company 2013 - Present
ALPS Fund Services, Inc. - A DST Company 2009 - 2013
Janus Capital Group 2005 - 2009
Janus Capital Group 2002 - 2005
Janus Capital Group 1999 - 2002
Janus Capital Group 1997 - 1999
Janus Capital Group 1996 - 1997
Waddell & Reed 1995 - 1996
Skills
Tax Reporting, Cost Basis Reporting, Process Improvement, Project Management, Vendor Management, Leadership, Management, Team Building, Tax, Financial Analysis, Securities, Risk Management
Education
Colorado State University 1991 — 1995
Bachelor of Science, Finance
FINRA Series 6 and 63
ALPS, A DST Company 2013 - Present
ALPS Fund Services, Inc. - A DST Company 2009 - 2013
Janus Capital Group 2005 - 2009
Janus Capital Group 2002 - 2005
Janus Capital Group 1999 - 2002
Janus Capital Group 1997 - 1999
Janus Capital Group 1996 - 1997
Waddell & Reed 1995 - 1996
Skills
Tax Reporting, Cost Basis Reporting, Process Improvement, Project Management, Vendor Management, Leadership, Management, Team Building, Tax, Financial Analysis, Securities, Risk Management
Education
Colorado State University 1991 — 1995
Bachelor of Science, Finance
FINRA Series 6 and 63
Dawn Cotten's ALPS, A DST Company Experience July 2013 - Present
Job Senior Client Relationship Manager at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company July 2013 - Present
ALPS Fund Services, Inc. June 2009 - July 2013
Madison Capital Management February 2009 - June 2009
Janus Capital Group July 2000 - February 2009
Skills
Mutual Funds
Education
Regis University 2007 — 2009
MBA, Accounting and Finance Concentration
William Woods University 1996 — 2000
BS, Accounting and Economics
ALPS, A DST Company July 2013 - Present
ALPS Fund Services, Inc. June 2009 - July 2013
Madison Capital Management February 2009 - June 2009
Janus Capital Group July 2000 - February 2009
Skills
Mutual Funds
Education
Regis University 2007 — 2009
MBA, Accounting and Finance Concentration
William Woods University 1996 — 2000
BS, Accounting and Economics
Richard Hendl, CFA, CFP's ALPS, A DST Company Experience May 2013 - Present
Job ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company May 2013 - Present
Russell Investments June 2011 - August 2012
Grail Advisors, LLC April 2009 - March 2011
Putnam Investments May 2002 - February 2009
Scudder Investments 1993 - 2002
John Hancock Financial Services January 1990 - April 1992
Skills
Investments, Institutional Sales, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Equities, Asset Management, Investment Strategies, Fixed Income, Portfolio Management, Investment Management, Series 63, ETFs
Education
Suffolk University - Sawyer Business School 1996 — 1998
MSF, Finance
Bentley University 1986 — 1990
Bachelor of Science (B.S.), Finance
ALPS, A DST Company May 2013 - Present
Russell Investments June 2011 - August 2012
Grail Advisors, LLC April 2009 - March 2011
Putnam Investments May 2002 - February 2009
Scudder Investments 1993 - 2002
John Hancock Financial Services January 1990 - April 1992
Skills
Investments, Institutional Sales, Mutual Funds, Alternative Investments, Asset Allocation, Series 7, Equities, Asset Management, Investment Strategies, Fixed Income, Portfolio Management, Investment Management, Series 63, ETFs
Education
Suffolk University - Sawyer Business School 1996 — 1998
MSF, Finance
Bentley University 1986 — 1990
Bachelor of Science (B.S.), Finance
Frank Sileo, CFA's ALPS, A DST Company Experience January 2013 - May 2013
Job Credit Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2013 - Present
ALPS, A DST Company January 2013 - May 2013
ALPS, A DST Company September 2012 - October 2012
Citi 2004 - 2012
Prudential Securities 1997 - 2003
PaineWebber 2000 - 2000
Skills
ETFs, Closed-end Funds, Bonds, Preferreds, Yield Strategies, Financial Statement..., Report Writing, Sales Presentations, Due Diligence, Wealth Management, Equity Research, Investment Strategies, Investments, Fixed Income, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA
CFA Institute
CFA
Cornell University
BS
Xaverian
High School
UBS Wealth Management May 2013 - Present
ALPS, A DST Company January 2013 - May 2013
ALPS, A DST Company September 2012 - October 2012
Citi 2004 - 2012
Prudential Securities 1997 - 2003
PaineWebber 2000 - 2000
Skills
ETFs, Closed-end Funds, Bonds, Preferreds, Yield Strategies, Financial Statement..., Report Writing, Sales Presentations, Due Diligence, Wealth Management, Equity Research, Investment Strategies, Investments, Fixed Income, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business
MBA
CFA Institute
CFA
Cornell University
BS
Xaverian
High School
Stephanie Minson's ALPS, A DST Company Experience January 2015 - Present
Job Supervisor, Alternative Investments Administration at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company January 2015 - Present
ALPS, A DST Company September 2012 - January 2015
ALPS, A DST Company April 2010 - August 2012
Great West Life and Annuity December 2009 - March 2010
Invesco Aim September 2007 - August 2009
Spradley Barr Autoplex May 2005 - May 2007
Skills
Leadership, Series 6, Mutual Funds, FINRA, Business Analysis, Outlook, Customer Service, Financial Services, 401k, Investments
Education
Colorado State University 2003 — 2007
Bachelor of Science, Business Administration, Finance, Real Estate, Political Science
ALPS, A DST Company January 2015 - Present
ALPS, A DST Company September 2012 - January 2015
ALPS, A DST Company April 2010 - August 2012
Great West Life and Annuity December 2009 - March 2010
Invesco Aim September 2007 - August 2009
Spradley Barr Autoplex May 2005 - May 2007
Skills
Leadership, Series 6, Mutual Funds, FINRA, Business Analysis, Outlook, Customer Service, Financial Services, 401k, Investments
Education
Colorado State University 2003 — 2007
Bachelor of Science, Business Administration, Finance, Real Estate, Political Science
Melissa Auld's ALPS, A DST Company Experience March 2012 - Present
Job Corporate Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company March 2012 - Present
Franklin Templeton Investments November 2010 - February 2012
Reflow Management January 2009 - October 2010
ALPS Fund Services, Inc. June 2006 - October 2007
ALPS Fund Services, Inc. February 2006 - May 2006
ALPS Mutual Funds Services August 2005 - February 2006
J.P. Morgan Retirement Plan Services October 2004 - July 2005
PFPC Worldwide June 2000 - May 2004
PFPC January 1996 - January 1999
Skills
Customer Relations, Mutual Funds, Financial Services, Series 6, Accounts Receivable, Management, Analysis, Accounting, Customer Service, Sales, Auditing, Access, Finance, Account Reconciliation, Mergers & Acquisitions, Financial Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1998
Archbishop Prendergast High School Drexel 1993 — 1997
High School Diploma
University of Phoenix King of Prussia
ALPS, A DST Company March 2012 - Present
Franklin Templeton Investments November 2010 - February 2012
Reflow Management January 2009 - October 2010
ALPS Fund Services, Inc. June 2006 - October 2007
ALPS Fund Services, Inc. February 2006 - May 2006
ALPS Mutual Funds Services August 2005 - February 2006
J.P. Morgan Retirement Plan Services October 2004 - July 2005
PFPC Worldwide June 2000 - May 2004
PFPC January 1996 - January 1999
Skills
Customer Relations, Mutual Funds, Financial Services, Series 6, Accounts Receivable, Management, Analysis, Accounting, Customer Service, Sales, Auditing, Access, Finance, Account Reconciliation, Mergers & Acquisitions, Financial Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1998
Archbishop Prendergast High School Drexel 1993 — 1997
High School Diploma
University of Phoenix King of Prussia
Wayne Eischen's ALPS, A DST Company Experience January 2011 - Present
Job Senior Intermediary Payment Analyst at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company January 2011 - Present
ALPS, A DST Company January 2010 - January 2011
ALPS, A DST Company July 2008 - January 2010
INVESCO 2000 - 2003
Skills
Mutual Funds, Financial Services, Financial Analysis, Finance, Securities, Microsoft Excel, Fund Accounting, Bloomberg, Alternative Investments, Equities, Hedge Funds, Asset Management, Investments, Series 7
Education
Colorado State University 1985 — 1989
Business, Finance
ALPS, A DST Company January 2011 - Present
ALPS, A DST Company January 2010 - January 2011
ALPS, A DST Company July 2008 - January 2010
INVESCO 2000 - 2003
Skills
Mutual Funds, Financial Services, Financial Analysis, Finance, Securities, Microsoft Excel, Fund Accounting, Bloomberg, Alternative Investments, Equities, Hedge Funds, Asset Management, Investments, Series 7
Education
Colorado State University 1985 — 1989
Business, Finance
Jennifer Nordberg's ALPS, A DST Company Experience July 2015 - Present
Job Assistant Vice President, ALPS, A DST Company
Industry Accounting
Experience
ALPS, A DST Company July 2015 - Present
ALPS Fund Services, Inc. September 2011 - Present
ALPS Price Meadows January 2001 - September 2011
Skills
Private Equity, Alternative Investments, Hedge Funds, Securities, Investments
Education
George Fox University 1997 — 2003
B.A, Business and Economics
ALPS, A DST Company July 2015 - Present
ALPS Fund Services, Inc. September 2011 - Present
ALPS Price Meadows January 2001 - September 2011
Skills
Private Equity, Alternative Investments, Hedge Funds, Securities, Investments
Education
George Fox University 1997 — 2003
B.A, Business and Economics
Paul Callahan's ALPS, A DST Company Experience November 2011 - Present
Job Intermediary Payments Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company November 2011 - Present
Invesco Aim October 2000 - September 2009
Invesco Ltd. February 2006 - May 2007
Invesco Ltd. March 2003 - March 2006
Invesco Ltd. October 2000 - March 2003
Resources Trust Company April 1999 - October 2000
Skills
Mutual Funds, Investments, Series 6, Financial Services, Series 63, Relationship Management, Asset Managment, Portfolio Management, Alternative Investments, Risk Management, Financial Analysis, FINRA, Business Analysis, Process Improvement, ETFs, Asset Allocation, Customer Service, Securities, 401k, Life Insurance, Series 7, Hedge Funds, Bloomberg, Fixed Income, Wealth Management
Education
Fort Lewis College
ALPS, A DST Company November 2011 - Present
Invesco Aim October 2000 - September 2009
Invesco Ltd. February 2006 - May 2007
Invesco Ltd. March 2003 - March 2006
Invesco Ltd. October 2000 - March 2003
Resources Trust Company April 1999 - October 2000
Skills
Mutual Funds, Investments, Series 6, Financial Services, Series 63, Relationship Management, Asset Managment, Portfolio Management, Alternative Investments, Risk Management, Financial Analysis, FINRA, Business Analysis, Process Improvement, ETFs, Asset Allocation, Customer Service, Securities, 401k, Life Insurance, Series 7, Hedge Funds, Bloomberg, Fixed Income, Wealth Management
Education
Fort Lewis College
Josh Eihausen's ALPS, A DST Company Experience May 2014 - Present
Job Senior Regulatory Compliance Principal at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company May 2014 - Present
ALPS Fund Services, Inc. February 2012 - May 2014
ALPS Fund Services July 2009 - February 2012
ALPS Fund Services, Inc. December 2007 - July 2009
ALPS Fund Services, Inc. July 2007 - December 2007
Skills
Investments, Mutual Funds, Corporate Finance, Customer Relations, Compliance, Securities, Financial Analysis, Financial Services, Management, Auditing, Risk Management
Education
University of Denver - Sturm College of Law 2013 — 2016
Doctor of Law (JD), Corporate/Commercial Law
Colorado State University 2003 — 2007
Bachelor of Science, Business Administration, Corporate Finance Emphasis
ALPS, A DST Company May 2014 - Present
ALPS Fund Services, Inc. February 2012 - May 2014
ALPS Fund Services July 2009 - February 2012
ALPS Fund Services, Inc. December 2007 - July 2009
ALPS Fund Services, Inc. July 2007 - December 2007
Skills
Investments, Mutual Funds, Corporate Finance, Customer Relations, Compliance, Securities, Financial Analysis, Financial Services, Management, Auditing, Risk Management
Education
University of Denver - Sturm College of Law 2013 — 2016
Doctor of Law (JD), Corporate/Commercial Law
Colorado State University 2003 — 2007
Bachelor of Science, Business Administration, Corporate Finance Emphasis
Kelly Archibald's ALPS, A DST Company Experience October 2011 - March 2013
Job F P Services Professional at Curian Capital
Industry Financial Services
Experience
Curian Capital March 2013 - Present
ALPS, A DST Company October 2011 - March 2013
ALPS, A DST Company December 2010 - October 2011
Green Valley Ranch Golf Club July 2009 - December 2010
Invesco Aim May 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Microsoft ACCESS, Microsoft SQL Server
Education
Mesa State College
BA, Marketing
Curian Capital March 2013 - Present
ALPS, A DST Company October 2011 - March 2013
ALPS, A DST Company December 2010 - October 2011
Green Valley Ranch Golf Club July 2009 - December 2010
Invesco Aim May 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Microsoft ACCESS, Microsoft SQL Server
Education
Mesa State College
BA, Marketing
Erika Jarrett's ALPS, A DST Company Experience July 2011 - Present
Job Business Service Analyst, ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company July 2011 - Present
TCA October 2009 - July 2011
Lincoln Trust March 2006 - October 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Editing, Java, Sales, Finance, Mutual Funds
Education
Metropolitan State University of Denver
Business Administration and Management, General
ALPS, A DST Company July 2011 - Present
TCA October 2009 - July 2011
Lincoln Trust March 2006 - October 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Editing, Java, Sales, Finance, Mutual Funds
Education
Metropolitan State University of Denver
Business Administration and Management, General
Eric Parsons, CPA's ALPS, A DST Company Experience Assistant ControllerALPS, A DST CompanyJune 2011 - May 2012
Job VP, Controller, Assistant Treasurer at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company Assistant ControllerALPS, A DST CompanyJune 2011 - May 2012
ALPS Holdings, Inc. July 2010 - May 2011
ALPS Holdings, Inc. May 2007 - June 2010
ALPS Holdings, Inc. August 2006 - May 2007
Alternative Living for the Aging March 1997 - June 2006
Highland Park Animal Hospital September 1995 - March 1997
Skills
Financial Analysis, Tax Preparation, Financial Accounting, Accounts Payable, Series 27, FOCUS Report..., Financial Modeling, Financial Statements
Education
Metropolitan State College of Denver 2011 — 2013
Masters of Professional Accountancy, Accounting
Metropolitan State University of Denver 2007 — 2009
B.S., Accounting
Occidental College 1991 — 1995
B.A., Asian Studies
ALPS, A DST Company Assistant ControllerALPS, A DST CompanyJune 2011 - May 2012
ALPS Holdings, Inc. July 2010 - May 2011
ALPS Holdings, Inc. May 2007 - June 2010
ALPS Holdings, Inc. August 2006 - May 2007
Alternative Living for the Aging March 1997 - June 2006
Highland Park Animal Hospital September 1995 - March 1997
Skills
Financial Analysis, Tax Preparation, Financial Accounting, Accounts Payable, Series 27, FOCUS Report..., Financial Modeling, Financial Statements
Education
Metropolitan State College of Denver 2011 — 2013
Masters of Professional Accountancy, Accounting
Metropolitan State University of Denver 2007 — 2009
B.S., Accounting
Occidental College 1991 — 1995
B.A., Asian Studies
Amanda Dyson's ALPS, A DST Company Experience March 2014 - Present
Job Regulatory Compliance Analyst at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company March 2014 - Present
Skills
Securities, Mutual Funds, Series 7, Financial Services, Management, Retirement Planning, Strategic Financial..., Financial Advisory, 401k, Retirement, Investment Advisory, Analysis, Wealth Management
Education
Metropolitan State College of Denver 2011 — 2016
B.S., Finance-Concentration in Financial Services
Johnson & Wales University Denver
Associate's degree, Culinary Arts/Chef Training
ALPS, A DST Company March 2014 - Present
Skills
Securities, Mutual Funds, Series 7, Financial Services, Management, Retirement Planning, Strategic Financial..., Financial Advisory, 401k, Retirement, Investment Advisory, Analysis, Wealth Management
Education
Metropolitan State College of Denver 2011 — 2016
B.S., Finance-Concentration in Financial Services
Johnson & Wales University Denver
Associate's degree, Culinary Arts/Chef Training
Steven Franiok's ALPS, A DST Company Experience July 2005 - Present
Job Lead Systems Administrator at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company July 2005 - Present
ALPS Holdings, INC 2005 - Present
Skills
Servers, Windows, Troubleshooting, Active Directory, Administration, Hardware, Operating Systems, Microsoft Office, Testing, System Administration, Software Installation, Databases, Documentation, Computer Hardware, Deployment, Cisco, Windows Server, SQL Server, Windows Server 2003, Workstations, XP, SQL, Desktop Support, Automation, Production, DNS, Disaster Recovery, Patch Management, Problem Solving, Analysis, Laptops, Printers, DHCP, Windows 7, Group Policy, VMware, Citrix, Windows Server 2008, Blackberry Enterprise..., Antivirus, VMware ESX, FTP, Symantec Antivirus, IIS, TCP/IP, HP, Virtualization, vSphere, Print Servers, Server Administration
Education
University of Colorado Denver 2012 — 2020
Business Administration
Front Range Community College 2001 — 2003
ALPS, A DST Company July 2005 - Present
ALPS Holdings, INC 2005 - Present
Skills
Servers, Windows, Troubleshooting, Active Directory, Administration, Hardware, Operating Systems, Microsoft Office, Testing, System Administration, Software Installation, Databases, Documentation, Computer Hardware, Deployment, Cisco, Windows Server, SQL Server, Windows Server 2003, Workstations, XP, SQL, Desktop Support, Automation, Production, DNS, Disaster Recovery, Patch Management, Problem Solving, Analysis, Laptops, Printers, DHCP, Windows 7, Group Policy, VMware, Citrix, Windows Server 2008, Blackberry Enterprise..., Antivirus, VMware ESX, FTP, Symantec Antivirus, IIS, TCP/IP, HP, Virtualization, vSphere, Print Servers, Server Administration
Education
University of Colorado Denver 2012 — 2020
Business Administration
Front Range Community College 2001 — 2003
Marianna Webb's ALPS, A DST Company Experience February 2014 - January 2015
Job Seeking an entrylevel Accounting position with potential to grow
Industry Accounting
Experience
ALPS, A DST Company February 2014 - January 2015
ATG Stores March 2013 - May 2013
Accountemps October 2012 - January 2013
MuShoe July 2011 - August 2012
Undersea Mechanical Company March 2011 - November 2011
MoneyTree Inc January 2006 - January 2008
Hawkeye Cohesion Marketing Firm January 2005 - January 2006
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, QuickBooks, Bookkeeping, Financial Reporting, Customer Service
Education
Central Washington University
B.S, Accounting
University of Washington
B.A, Business Information Systems
Clark College
A.A, Business Administration
ALPS, A DST Company February 2014 - January 2015
ATG Stores March 2013 - May 2013
Accountemps October 2012 - January 2013
MuShoe July 2011 - August 2012
Undersea Mechanical Company March 2011 - November 2011
MoneyTree Inc January 2006 - January 2008
Hawkeye Cohesion Marketing Firm January 2005 - January 2006
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, QuickBooks, Bookkeeping, Financial Reporting, Customer Service
Education
Central Washington University
B.S, Accounting
University of Washington
B.A, Business Information Systems
Clark College
A.A, Business Administration
Juan Ulloa's ALPS, A DST Company Experience January 2014 - Present
Job Accounting Supervisor at ALPS
Industry Financial Services
Experience
ALPS, A DST Company January 2014 - Present
BNY Mellon July 2007 - December 2013
Charles Schwab April 2006 - December 2007
BNY Mellon July 2001 - April 2006
Skills
Investments, Mutual Funds, Fund Accounting, Valuation, Bloomberg, Swaps, Securities, Financial Analysis, Equity Swaps, Interest Rate Swaps, Hedge Funds, Equities, Alternative Investments, Financial Services, Derivatives, Fixed Income, Corporate Actions, Financial Reporting, Total Return Swaps, Pricing, Fair Value, Finance, Leadership, Accounting, Asset Management, Management, Microsoft Excel, Analysis, Risk Management, Account Reconciliation, Microsoft Office, Auditing, Business Analysis, Financial Accounting, Banking, Asset Allocation, Financial Statements, Budgets, General Ledger, Options, Trading, Internal Controls, Customer Service, Process Improvement
Education
Rollins College 2006 — 2012
Bachelor of Arts (B.A.), Economics and International Affairs
ALPS, A DST Company January 2014 - Present
BNY Mellon July 2007 - December 2013
Charles Schwab April 2006 - December 2007
BNY Mellon July 2001 - April 2006
Skills
Investments, Mutual Funds, Fund Accounting, Valuation, Bloomberg, Swaps, Securities, Financial Analysis, Equity Swaps, Interest Rate Swaps, Hedge Funds, Equities, Alternative Investments, Financial Services, Derivatives, Fixed Income, Corporate Actions, Financial Reporting, Total Return Swaps, Pricing, Fair Value, Finance, Leadership, Accounting, Asset Management, Management, Microsoft Excel, Analysis, Risk Management, Account Reconciliation, Microsoft Office, Auditing, Business Analysis, Financial Accounting, Banking, Asset Allocation, Financial Statements, Budgets, General Ledger, Options, Trading, Internal Controls, Customer Service, Process Improvement
Education
Rollins College 2006 — 2012
Bachelor of Arts (B.A.), Economics and International Affairs
Fatema Shambhoora's ALPS, A DST Company Experience January 2011 - March 2011
Job Financial Analyst at PhysioControl, Inc.
Industry Accounting
Experience
Physio-Control, Inc. August 2015 - Present
PACCAR April 2011 - March 2015
ALPS, A DST Company January 2011 - March 2011
IBM June 2007 - July 2010
Quinn & Company, LLC – Certified Public Accountants February 2007 - April 2007
ACA Corporation June 2006 - August 2006
Skills
Accounts Payable, Tax Returns, Account Reconciliation, Microsoft Excel, Corporate Accounting, Cost Analysis, Financial Reviews, Journal Entries, General Ledger, Accounts Receivable, SQL-based querying, Variance Analysis, Process Improvement, Accounting
Education
Eastern Connecticut State University 2005 — 2007
BS
Physio-Control, Inc. August 2015 - Present
PACCAR April 2011 - March 2015
ALPS, A DST Company January 2011 - March 2011
IBM June 2007 - July 2010
Quinn & Company, LLC – Certified Public Accountants February 2007 - April 2007
ACA Corporation June 2006 - August 2006
Skills
Accounts Payable, Tax Returns, Account Reconciliation, Microsoft Excel, Corporate Accounting, Cost Analysis, Financial Reviews, Journal Entries, General Ledger, Accounts Receivable, SQL-based querying, Variance Analysis, Process Improvement, Accounting
Education
Eastern Connecticut State University 2005 — 2007
BS
Sherie Williams's ALPS, A DST Company Experience August 2012 - Present
Job AVP, Information Technology Operations at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 2012 - Present
ALPS Fund Services, Inc. January 2009 - August 2012
ALPS Fund Services, Inc. October 2008 - December 2008
ALPS Fund Services, Inc. September 2006 - September 2008
SunGard Insurance Systems February 2000 - September 2006
Kaman Instrumentation July 1997 - December 1999
Kaman Instrumentation July 1997 - September 1999
Skills
Disaster Recovery, Networking, Active Directory, Visio, Process Improvement, SharePoint, Data Center, Business Analysis, Technical Support, Business Continuity
Education
Colorado State University 1993 — 1997
B.S, Nutrition and Dietetics, conc. fitness
ALPS, A DST Company August 2012 - Present
ALPS Fund Services, Inc. January 2009 - August 2012
ALPS Fund Services, Inc. October 2008 - December 2008
ALPS Fund Services, Inc. September 2006 - September 2008
SunGard Insurance Systems February 2000 - September 2006
Kaman Instrumentation July 1997 - December 1999
Kaman Instrumentation July 1997 - September 1999
Skills
Disaster Recovery, Networking, Active Directory, Visio, Process Improvement, SharePoint, Data Center, Business Analysis, Technical Support, Business Continuity
Education
Colorado State University 1993 — 1997
B.S, Nutrition and Dietetics, conc. fitness
Craig Arruda's ALPS, A DST Company Experience 2011 - Present
Job Alternative Investments, Financial Services
Industry Financial Services
Experience
ALPS, A DST Company 2011 - Present
Skills
Financial Analysis, Hedge Funds, Mutual Funds, Financial Modeling, Alternative Investments, Investments, Equities, Fixed Income, Securities, Finance, Financial Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
ALPS, A DST Company 2011 - Present
Skills
Financial Analysis, Hedge Funds, Mutual Funds, Financial Modeling, Alternative Investments, Investments, Equities, Fixed Income, Securities, Finance, Financial Reporting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word
Education
Providence College 2006 — 2010
Bachelor of Science, Finance
Pete Greenly's ALPS, A DST Company Experience June 2012 - Present
Job CPA, Fund Controller at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS, A DST Company June 2012 - Present
Skills
Fund Accounting, Hedge Funds, Financial Analysis, Risk Management, Mutual Funds, Financial Reporting, Accounting, Bloomberg, Equities, Investments, SEC filings, Valuation, SEC Filings
Education
Regis University 2004 — 2006
MBA, Accounting
University of Colorado Boulder 1987 — 1992
BA, Political Science
ALPS, A DST Company June 2012 - Present
Skills
Fund Accounting, Hedge Funds, Financial Analysis, Risk Management, Mutual Funds, Financial Reporting, Accounting, Bloomberg, Equities, Investments, SEC filings, Valuation, SEC Filings
Education
Regis University 2004 — 2006
MBA, Accounting
University of Colorado Boulder 1987 — 1992
BA, Political Science
Daniel Mee's ALPS, A DST Company Experience February 2011 - January 2013
Job Software Engineer at Jeppesen, a Boeing Company
Industry Computer Software
Experience
Jeppesen, a Boeing Company August 2015 - Present
Trada July 2014 - April 2015
24tru September 2013 - May 2014
Miami Ruby Conference August 2013 - September 2013
BiggerPockets August 2013 - September 2013
gSchool January 2013 - July 2013
ALPS, A DST Company February 2011 - January 2013
Skills
Ruby, Ruby on Rails, JavaScript, Web Development, CSS, HTML, HTML 5, Web Design, Linux, jQuery, Databases, Git, AngularJS, HTML5, User Interface, Test Driven Development
Education
Colorado College 2006 — 2010
BA, Mathematical Economics
Colorado College 2006 — 2010
Bachelor's degree, Mathematical Economics
Jeppesen, a Boeing Company August 2015 - Present
Trada July 2014 - April 2015
24tru September 2013 - May 2014
Miami Ruby Conference August 2013 - September 2013
BiggerPockets August 2013 - September 2013
gSchool January 2013 - July 2013
ALPS, A DST Company February 2011 - January 2013
Skills
Ruby, Ruby on Rails, JavaScript, Web Development, CSS, HTML, HTML 5, Web Design, Linux, jQuery, Databases, Git, AngularJS, HTML5, User Interface, Test Driven Development
Education
Colorado College 2006 — 2010
BA, Mathematical Economics
Colorado College 2006 — 2010
Bachelor's degree, Mathematical Economics
Nicholas Miceli's ALPS, A DST Company Experience March 2013 - March 2015
Job Manager of FP&A at National Entertainment Network, LLC
Industry Financial Services
Experience
National Entertainment Network, LLC August 2015 - Present
National Entertainment Network, LLC March 2015 - Present
ALPS, A DST Company March 2013 - March 2015
ALPS, A DST Company August 2012 - March 2013
ALPS, A DST Company April 2011 - September 2012
ALPS Fund Services, Inc. May 2010 - April 2011
Colorado State University August 2008 - October 2009
Skills
Bloomberg, Financial Reporting, Accounting, Asset Management, Performance Analysis, Visual Basic, Confluence, Audit, Budgeting, FINRA, Portfolio Management, Account Reconciliation, Management, Investments, Auditing
Education
University of Colorado at Denver 2011 — 2014
Master of Business Administration (MBA), Business Strategy
Colorado State University 2006 — 2010
BA, Economics
National Entertainment Network, LLC August 2015 - Present
National Entertainment Network, LLC March 2015 - Present
ALPS, A DST Company March 2013 - March 2015
ALPS, A DST Company August 2012 - March 2013
ALPS, A DST Company April 2011 - September 2012
ALPS Fund Services, Inc. May 2010 - April 2011
Colorado State University August 2008 - October 2009
Skills
Bloomberg, Financial Reporting, Accounting, Asset Management, Performance Analysis, Visual Basic, Confluence, Audit, Budgeting, FINRA, Portfolio Management, Account Reconciliation, Management, Investments, Auditing
Education
University of Colorado at Denver 2011 — 2014
Master of Business Administration (MBA), Business Strategy
Colorado State University 2006 — 2010
BA, Economics
Lindsay Paige's ALPS, A DST Company Experience March 2013 - Present
Job Vice President, Product Support Lead, Data Delivery Product Operations at Markit
Industry Investment Management
Experience
Markit February 2015 - Present
ALPS, A DST Company March 2013 - Present
SimCorp February 2014 - February 2015
Janus Capital Group August 2011 - March 2013
Janus Capital Group October 2007 - August 2011
The Madison Group January 2006 - February 2007
Skills
Investments, Mutual Funds, Fund Accounting, Alternative Investments, Securities, Bloomberg
Education
Miami University 2001 — 2005
Finance
Markit February 2015 - Present
ALPS, A DST Company March 2013 - Present
SimCorp February 2014 - February 2015
Janus Capital Group August 2011 - March 2013
Janus Capital Group October 2007 - August 2011
The Madison Group January 2006 - February 2007
Skills
Investments, Mutual Funds, Fund Accounting, Alternative Investments, Securities, Bloomberg
Education
Miami University 2001 — 2005
Finance
Natasha Matte's ALPS, A DST Company Experience April 2012 - Present
Job Expense Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company April 2012 - Present
ALPS Fund Services, Inc. June 2011 - April 2012
ALPS Fund Services, Inc. March 2010 - June 2011
ALPS Fund Services, Inc. May 2009 - March 2010
ALPS Fund Services, Inc. February 2008 - May 2009
ALPS Fund Services, Inc. October 2007 - February 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Equities, Mutual Funds, Fund Accounting, Analysis
Education
Metropolitan State College of Denver 2008 — 2011
Bachelor of Science (B.S.), Accounting
ALPS, A DST Company April 2012 - Present
ALPS Fund Services, Inc. June 2011 - April 2012
ALPS Fund Services, Inc. March 2010 - June 2011
ALPS Fund Services, Inc. May 2009 - March 2010
ALPS Fund Services, Inc. February 2008 - May 2009
ALPS Fund Services, Inc. October 2007 - February 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Equities, Mutual Funds, Fund Accounting, Analysis
Education
Metropolitan State College of Denver 2008 — 2011
Bachelor of Science (B.S.), Accounting
Britta Nord's ALPS, A DST Company Experience September 2013 - Present
Job Legal Assistant at ALPS, A DST Company
Industry Staffing and Recruiting
Experience
ALPS, A DST Company September 2013 - Present
Corporate Allocation Services, Inc. May 2009 - September 2013
Skills
Analysis
Education
Cornell College 2002 — 2006
ALPS, A DST Company September 2013 - Present
Corporate Allocation Services, Inc. May 2009 - September 2013
Skills
Analysis
Education
Cornell College 2002 — 2006
Jeremy Plisko's ALPS, A DST Company Experience August 2004 - September 2005
Job Registered Client Relations Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2013 - Present
Goldman Sachs (Cayman) Trust Ltd. April 2011 - December 2012
BNY Mellon - Alternative Investment Services March 2009 - April 2011
Schwab Institutional July 2008 - February 2009
DPM Mellon October 2005 - May 2008
ALPS, A DST Company August 2004 - September 2005
Skills
Fund Administration, Mutual Funds, Securities, Investor Relations, Hedge Funds, Retirement Planning, Fund Accounting
Education
Colorado State University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
RBC Wealth Management May 2013 - Present
Goldman Sachs (Cayman) Trust Ltd. April 2011 - December 2012
BNY Mellon - Alternative Investment Services March 2009 - April 2011
Schwab Institutional July 2008 - February 2009
DPM Mellon October 2005 - May 2008
ALPS, A DST Company August 2004 - September 2005
Skills
Fund Administration, Mutual Funds, Securities, Investor Relations, Hedge Funds, Retirement Planning, Fund Accounting
Education
Colorado State University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
Chris Fine's ALPS, A DST Company Experience December 1999 - September 2005
Job Development at Touchstone Health Partners
Industry Nonprofit Organization Management
Experience
SummitStone Health Partners August 2012 - Present
RTI International January 2010 - June 2012
University of North Carolina, Kenan-Flagler Business School, Executive Education October 2007 - June 2008
Hatteras Investment Partners January 2006 - September 2007
ALPS, A DST Company December 1999 - September 2005
Skills
Non-profits, Fundraising, Strategic Planning, Social Media, Volunteer Management, Sales, Business Development, Public Relations, Community Outreach, Grant Writing, Market Research, Training, Public Speaking, Event Planning, Leadership, Marketing, Organizational..., Social Networking, Research, Nonprofits
Education
Colorado State University 1992 — 1997
Bachelor of Arts, Technical Journalism, Public Relations
SummitStone Health Partners August 2012 - Present
RTI International January 2010 - June 2012
University of North Carolina, Kenan-Flagler Business School, Executive Education October 2007 - June 2008
Hatteras Investment Partners January 2006 - September 2007
ALPS, A DST Company December 1999 - September 2005
Skills
Non-profits, Fundraising, Strategic Planning, Social Media, Volunteer Management, Sales, Business Development, Public Relations, Community Outreach, Grant Writing, Market Research, Training, Public Speaking, Event Planning, Leadership, Marketing, Organizational..., Social Networking, Research, Nonprofits
Education
Colorado State University 1992 — 1997
Bachelor of Arts, Technical Journalism, Public Relations
Katelyn Moore's ALPS, A DST Company Experience February 2014 - Present
Job Compliance Analyst at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company February 2014 - Present
ALPS, A DST Company December 2013 - February 2014
ALPS, A DST Company June 2011 - December 2012
Skills
Mutual Funds, Securities, Hedge Funds, Financial Services, Asset Management
Education
Chadron State College 2006 — 2010
Bachelors of Arts, Business Administration and Management, General
ALPS, A DST Company February 2014 - Present
ALPS, A DST Company December 2013 - February 2014
ALPS, A DST Company June 2011 - December 2012
Skills
Mutual Funds, Securities, Hedge Funds, Financial Services, Asset Management
Education
Chadron State College 2006 — 2010
Bachelors of Arts, Business Administration and Management, General
James J. Curry's ALPS, A DST Company Experience October 2014 - Present
Job Senior Key Account Consultant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company October 2014 - Present
ALPS, A DST Company July 2006 - Present
Janus Capital Group November 2003 - July 2006
INVESCO Funds Group Inc February 2003 - November 2003
INVESCO Funds Group Inc October 1999 - February 2003
INVESCO Funds Group Inc November 1997 - October 1999
Skills
Mutual Funds, Microsoft Excel, Asset Management, Risk Management, Series 63, Leadership, Relationship Management, Equities, FINRA, Fund Accounting, 401k, Dealer Operations, Back Office, DST, Dealer Compensation, 12b-1 Payments, Alternative Investments, Revenue, Power Agent, FINRA 6, 63, 99, CDSC, Underwriter, Commissions, 22c-2, Children's Ministry, Youth Pastor, Key Account Management, Customer Relations, Mutual Fund Profile II, Transfer Agent, Intermediary Platforms, Financial Services, Investments
Education
Community College of Aurora
Associate of Arts (AA), Business Administration and Management, General
ALPS, A DST Company October 2014 - Present
ALPS, A DST Company July 2006 - Present
Janus Capital Group November 2003 - July 2006
INVESCO Funds Group Inc February 2003 - November 2003
INVESCO Funds Group Inc October 1999 - February 2003
INVESCO Funds Group Inc November 1997 - October 1999
Skills
Mutual Funds, Microsoft Excel, Asset Management, Risk Management, Series 63, Leadership, Relationship Management, Equities, FINRA, Fund Accounting, 401k, Dealer Operations, Back Office, DST, Dealer Compensation, 12b-1 Payments, Alternative Investments, Revenue, Power Agent, FINRA 6, 63, 99, CDSC, Underwriter, Commissions, 22c-2, Children's Ministry, Youth Pastor, Key Account Management, Customer Relations, Mutual Fund Profile II, Transfer Agent, Intermediary Platforms, Financial Services, Investments
Education
Community College of Aurora
Associate of Arts (AA), Business Administration and Management, General
Anthony Drake Garcia's ALPS, A DST Company Experience January 2006 - January 2013
Job Product Specialist at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company January 2006 - January 2013
CU Direct Connect November 2003 - December 2005
Tolin Mechanical Systems May 2001 - November 2003
Skills
Finance, Customer Service, Microsoft Excel, Microsoft Office, Outlook, Salesforce.com, Sports Coaching
Education
University of Colorado at Denver 1997 — 2001
Regis University 1995 — 1996
ALPS, A DST Company January 2006 - January 2013
CU Direct Connect November 2003 - December 2005
Tolin Mechanical Systems May 2001 - November 2003
Skills
Finance, Customer Service, Microsoft Excel, Microsoft Office, Outlook, Salesforce.com, Sports Coaching
Education
University of Colorado at Denver 1997 — 2001
Regis University 1995 — 1996
Jill Kerschen's ALPS, A DST Company Experience July 2013 - Present
Job Fund Controller at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company July 2013 - Present
Financial Services Company 2007 - July 2013
Financial Services Company 2004 - 2007
Financial Services Company 2001 - 2004
OppenheimerFunds 1998 - 2000
Skills
Mutual Funds, SEC Financial Reporting, Board of Directors...
Education
Kansas State University 1993 — 1997
Bachelor's degree, Finance, General
ALPS, A DST Company July 2013 - Present
Financial Services Company 2007 - July 2013
Financial Services Company 2004 - 2007
Financial Services Company 2001 - 2004
OppenheimerFunds 1998 - 2000
Skills
Mutual Funds, SEC Financial Reporting, Board of Directors...
Education
Kansas State University 1993 — 1997
Bachelor's degree, Finance, General
Hilary Quinn's ALPS, A DST Company Experience December 2011 - Present
Job Corporate Finance Manager at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company December 2011 - Present
ALPS, A DST Company August 2011 - December 2011
ALPS, A DST Company May 2010 - August 2011
Skills
Financial Modeling, Accounting, Planning Budgeting &..., Analysis, Budgets, Risk Management, Financial Analysis, Forecasting, Investments
Education
Metropolitan State College of Denver 2003 — 2006
Bachelor's degree, Finance, General
ALPS, A DST Company December 2011 - Present
ALPS, A DST Company August 2011 - December 2011
ALPS, A DST Company May 2010 - August 2011
Skills
Financial Modeling, Accounting, Planning Budgeting &..., Analysis, Budgets, Risk Management, Financial Analysis, Forecasting, Investments
Education
Metropolitan State College of Denver 2003 — 2006
Bachelor's degree, Finance, General
Daniel Franciscus's ALPS, A DST Company Experience March 1999 - June 2012
Job Entrepreneur and Business Manager
Industry Recreational Facilities and Services
Experience
MJ's Playtime, Inc. (d.b.a. Monkey Joe's Party Big. Play Great.) April 2011 - Present
ALPS, A DST Company March 1999 - June 2012
Evergreen Investments December 1997 - November 1999
Zurich Scudder Investments August 1997 - December 1997
Federated Investors July 1995 - July 1997
Skills
Small Business..., ETF Trading, Asset Allocation, Closed-end Funds, Mutual Fund Analytics, Performance Measurement, Barra Aegis, FactSet, Morningstar, Lipper, Microsoft Excel, PowerPoint, Mutual Funds, Portfolio Management
Education
Northeastern University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance, 3.8 GPA
Indiana University of Pennsylvania 1988 — 1993
Bachelor's Degree, Physical Sciences
MJ's Playtime, Inc. (d.b.a. Monkey Joe's Party Big. Play Great.) April 2011 - Present
ALPS, A DST Company March 1999 - June 2012
Evergreen Investments December 1997 - November 1999
Zurich Scudder Investments August 1997 - December 1997
Federated Investors July 1995 - July 1997
Skills
Small Business..., ETF Trading, Asset Allocation, Closed-end Funds, Mutual Fund Analytics, Performance Measurement, Barra Aegis, FactSet, Morningstar, Lipper, Microsoft Excel, PowerPoint, Mutual Funds, Portfolio Management
Education
Northeastern University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting and Finance, 3.8 GPA
Indiana University of Pennsylvania 1988 — 1993
Bachelor's Degree, Physical Sciences