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.
ALPS, A DST Company Salaries. You can even request information on how much does ALPS, A DST Company pay if you want to. Learn about salaries, pros and cons of working for ALPS, A DST Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
258 ALPS, A DST Company employees in database. Find out everything there's to know about ALPS, A DST Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
ALPS, A DST Company Employees
Employee
Years
Job
Industry
Matthew Strelau Matthew Strelau's ALPS, A DST Company Experience April 2013 - November 2013
Job Sr. Operations Analyst at NorthStar Asset Management Group Inc.
Industry Financial Services
Experience
NorthStar Asset Management Group Inc. November 2013 - Present
ALPS, A DST Company April 2013 - November 2013
ALPS, A DST Company June 2011 - April 2013
Hacienda Colorado at Lone Tree May 2008 - October 2012
University of Colorado at Boulder July 2008 - May 2009
Rita B Salon September 2004 - August 2007
Skills
Research, Public Speaking, Mathematica, Microsoft Office, Data Analysis, Facebook, PowerPoint, Microsoft Excel, Customer Service, Critical Thinking, Training, Advertising, Time Management, Management
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
NorthStar Asset Management Group Inc. November 2013 - Present
ALPS, A DST Company April 2013 - November 2013
ALPS, A DST Company June 2011 - April 2013
Hacienda Colorado at Lone Tree May 2008 - October 2012
University of Colorado at Boulder July 2008 - May 2009
Rita B Salon September 2004 - August 2007
Skills
Research, Public Speaking, Mathematica, Microsoft Office, Data Analysis, Facebook, PowerPoint, Microsoft Excel, Customer Service, Critical Thinking, Training, Advertising, Time Management, Management
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Stacy Guerra Stacy Guerra's ALPS, A DST Company Experience February 2015 - Present
Job Finance
Industry Financial Services
Experience
ALPS, A DST Company February 2015 - Present
The Bank of New York Mellon Trust Company, N.A. December 2006 - March 2014
Colorado School Districts Self Insurance Pool December 2004 - December 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, HTML, SQL, Recruiting, Finance, Account Reconciliation, Investments, Auditing, Security, Banking, Risk Management, Customer Service, Data Entry, Windows, Team Building
Education
State University of New York College at Plattsburgh 1994 — 1999
Bachelor's Degree, Criminal Justice
ALPS, A DST Company February 2015 - Present
The Bank of New York Mellon Trust Company, N.A. December 2006 - March 2014
Colorado School Districts Self Insurance Pool December 2004 - December 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, HTML, SQL, Recruiting, Finance, Account Reconciliation, Investments, Auditing, Security, Banking, Risk Management, Customer Service, Data Entry, Windows, Team Building
Education
State University of New York College at Plattsburgh 1994 — 1999
Bachelor's Degree, Criminal Justice
Joe Cella Joe Cella's ALPS, A DST Company Experience March 2015 - Present
Job Internal Sales Consultant: Northern California & Midwest Territories at ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company March 2015 - Present
TIAA-CREF December 2013 - March 2015
J.P. Morgan August 2012 - December 2013
City of Englewood May 2011 - August 2011
Skills
Leadership, Strategic Planning, Budgets, Financial Analysis, Microsoft Excel, PowerPoint, Time Management, Sales, Finance, Social Media
Education
University of Colorado Boulder 2008 — 2012
Bachelor's, Economics
Regis Jesuit High School 2004 — 2008
ALPS, A DST Company March 2015 - Present
TIAA-CREF December 2013 - March 2015
J.P. Morgan August 2012 - December 2013
City of Englewood May 2011 - August 2011
Skills
Leadership, Strategic Planning, Budgets, Financial Analysis, Microsoft Excel, PowerPoint, Time Management, Sales, Finance, Social Media
Education
University of Colorado Boulder 2008 — 2012
Bachelor's, Economics
Regis Jesuit High School 2004 — 2008
Bret Gordon Bret Gordon's ALPS, A DST Company Experience January 2014 - July 2014
Job Specialist at Apple
Industry Accounting
Experience
Apple October 2014 - Present
ALPS, A DST Company January 2014 - July 2014
ALPS, A DST Company September 2012 - January 2014
Tango Group July 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Budgets, Windows, Accounting, Analysis
Education
University of California, San Diego 2014 — 2016
Brewing
University of Colorado at Boulder 2008 — 2012
Bachelor's, Economics
Apple October 2014 - Present
ALPS, A DST Company January 2014 - July 2014
ALPS, A DST Company September 2012 - January 2014
Tango Group July 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Budgets, Windows, Accounting, Analysis
Education
University of California, San Diego 2014 — 2016
Brewing
University of Colorado at Boulder 2008 — 2012
Bachelor's, Economics
Justin Caruso Justin Caruso's ALPS, A DST Company Experience February 2013 - April 2014
Job MultiFunction Financial Analyst at Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin April 2014 - Present
ALPS, A DST Company February 2013 - April 2014
ALPS, A DST Company January 2012 - February 2013
ALPS, A DST Company February 2010 - January 2012
GameStop October 2007 - November 2009
Skills
Financial Analysis, Financial Reporting, Mutual Funds, Financial Statements, Fund Accounting, GAAP, Financial Services, SEC filings, Finance, General Ledger, Fund Administration, Accounting, Budgets, Hedge Funds
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Lockheed Martin April 2014 - Present
ALPS, A DST Company February 2013 - April 2014
ALPS, A DST Company January 2012 - February 2013
ALPS, A DST Company February 2010 - January 2012
GameStop October 2007 - November 2009
Skills
Financial Analysis, Financial Reporting, Mutual Funds, Financial Statements, Fund Accounting, GAAP, Financial Services, SEC filings, Finance, General Ledger, Fund Administration, Accounting, Budgets, Hedge Funds
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
Conrad Miller Conrad Miller's ALPS, A DST Company Experience July 2015 - Present
Job Mutual Fund Accountant at ALPS
Industry Financial Services
Experience
ALPS, A DST Company July 2015 - Present
Skills
Proficient with all..., Seek out leadership..., Hard Working, Time Management, Leadership, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Statistics, Economics, Analytical Skills, Facebook, Social Networking, Research, Access, Public Speaking, Sports, Financial Reporting, Social Media, Event Planning, Customer Service, Marketing, Finance, Data Analysis, Fund Accounting, Financial Analysis, Investments, Equities, Mutual Funds, Accounting, NAV
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science in Business Administration (BSBA), Finance Major with a Minor in Economics, Class of 2015, Graduated with Beta Gamma Sigma Honors
J.K. Mullen High School
High School Diploma, Class of 2011
ALPS, A DST Company July 2015 - Present
Skills
Proficient with all..., Seek out leadership..., Hard Working, Time Management, Leadership, Teamwork, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Statistics, Economics, Analytical Skills, Facebook, Social Networking, Research, Access, Public Speaking, Sports, Financial Reporting, Social Media, Event Planning, Customer Service, Marketing, Finance, Data Analysis, Fund Accounting, Financial Analysis, Investments, Equities, Mutual Funds, Accounting, NAV
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science in Business Administration (BSBA), Finance Major with a Minor in Economics, Class of 2015, Graduated with Beta Gamma Sigma Honors
J.K. Mullen High School
High School Diploma, Class of 2011
Adam Wedgewood Adam Wedgewood's ALPS, A DST Company Experience February 2013 - Present
Job Fund Accountant at ALPS, A DST Company
Industry Accounting
Experience
ALPS, A DST Company February 2013 - Present
Western Forge January 2013 - February 2013
Ent Federal Credit Union May 2012 - August 2012
Carmike Cinemas November 2010 - May 2012
Carmike Cinemas August 2007 - November 2010
Skills
Ten Key, Microsoft Office, Microsoft Excel, Highly detail oriented, Problem Solving
Education
University of Colorado at Colorado Springs 2008 — 2012
Bachelor's degree, Accounting
ALPS, A DST Company February 2013 - Present
Western Forge January 2013 - February 2013
Ent Federal Credit Union May 2012 - August 2012
Carmike Cinemas November 2010 - May 2012
Carmike Cinemas August 2007 - November 2010
Skills
Ten Key, Microsoft Office, Microsoft Excel, Highly detail oriented, Problem Solving
Education
University of Colorado at Colorado Springs 2008 — 2012
Bachelor's degree, Accounting
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
Jennifer Welsh Jennifer Welsh's ALPS, A DST Company Experience March 2013 - Present
Job Vice President and Counsel, ALPS Fund Services
Industry Investment Management
Experience
ALPS, A DST Company March 2013 - Present
Boulder Funds June 2010 - November 2012
Davis Graham & Stubbs LLP January 2007 - May 2010
Financial Industry Regulatory Authority (formerly NASD) May 2006 - November 2006
Skills
Risk Assessment/ Risk..., Investment Advisor..., Investment Company Act, SEC filings, Investment Advisers Act, Securities Exchange Act..., Investment Company..., Corporate Governance, Corporate Law
Education
University of Denver - Sturm College of Law 2004 — 2007
Doctor of Law (J.D.)
Tulane University 1995 — 1999
Bachelor of Science (B.S.), Major: Psychology; Minor: Business
ALPS, A DST Company March 2013 - Present
Boulder Funds June 2010 - November 2012
Davis Graham & Stubbs LLP January 2007 - May 2010
Financial Industry Regulatory Authority (formerly NASD) May 2006 - November 2006
Skills
Risk Assessment/ Risk..., Investment Advisor..., Investment Company Act, SEC filings, Investment Advisers Act, Securities Exchange Act..., Investment Company..., Corporate Governance, Corporate Law
Education
University of Denver - Sturm College of Law 2004 — 2007
Doctor of Law (J.D.)
Tulane University 1995 — 1999
Bachelor of Science (B.S.), Major: Psychology; Minor: Business
Jake Sundling Jake Sundling's ALPS, A DST Company Experience October 2014 - Present
Job Portfolio Accounting Manager at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company October 2014 - Present
ALPS, A DST Company 2013 - October 2014
ALPS Fund Services, Inc. 2011 - 2013
Best Buy 2009 - 2011
Apartment Builders, LP 2006 - 2009
Best Buy 2005 - 2007
Skills
Fund Accounting, Mutual Funds, Financial Reporting, Hedge Funds, Financial Analysis, Accounting, Securities, Financial Statements, Fund Administration, Alternative Investments, Financial Accounting, General Ledger, Equities, Financial Modeling, Account Reconciliation, Investments, Financial Services, Finance, Fixed Income, Bloomberg
Education
University of Colorado at Boulder 2007 — 2011
Minor, Economics
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science (BS), Business Administration with an emphasis in Finance
ALPS, A DST Company October 2014 - Present
ALPS, A DST Company 2013 - October 2014
ALPS Fund Services, Inc. 2011 - 2013
Best Buy 2009 - 2011
Apartment Builders, LP 2006 - 2009
Best Buy 2005 - 2007
Skills
Fund Accounting, Mutual Funds, Financial Reporting, Hedge Funds, Financial Analysis, Accounting, Securities, Financial Statements, Fund Administration, Alternative Investments, Financial Accounting, General Ledger, Equities, Financial Modeling, Account Reconciliation, Investments, Financial Services, Finance, Fixed Income, Bloomberg
Education
University of Colorado at Boulder 2007 — 2011
Minor, Economics
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelor of Science (BS), Business Administration with an emphasis in Finance
Emily Warfield Emily Warfield's ALPS, A DST Company Experience November 2014 - Present
Job Fund Accountant and recent graduate of the University of Denver
Industry Financial Services
Experience
ALPS, A DST Company November 2014 - Present
Daniels College of Business September 2010 - June 2014
IBM May 2013 - September 2013
Title Nine May 2012 - September 2012
Skills
Microsoft Certified..., Time Management, Organized with Strong..., Coachable, Teamwork, Leadership, Social Networking, Event Planning, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service
Education
University of Denver 2010 — 2014
Finance
ALPS, A DST Company November 2014 - Present
Daniels College of Business September 2010 - June 2014
IBM May 2013 - September 2013
Title Nine May 2012 - September 2012
Skills
Microsoft Certified..., Time Management, Organized with Strong..., Coachable, Teamwork, Leadership, Social Networking, Event Planning, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service
Education
University of Denver 2010 — 2014
Finance
Lawrence Stan Johnson's ALPS, A DST Company Experience April 2013 - Present
Job at
Industry Financial Services
Experience
ALPS, A DST Company April 2013 - Present
BNY Mellon October 2003 - March 2013
Principal Financial Group May 2002 - October 2003
Tech USA May 2000 - July 2001
Scottrade May 1998 - May 2000
Skills
Mutual Funds, Fast-paced, Deadline Driven, Highly detail oriented, Exceeding Expectations, Maintaining Strong..., Management, Performance Reviews, Microsoft Office, Interviewing Skills, Organizational..., Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Accounting, Bloomberg, Asset Management, Alternative Investments, Equities, Financial Analysis, Finance, Investments, Portfolio Management, Securities, Microsoft Excel, Customer Service
Education
University of Central Florida 1995 — 2000
Bachelor of Science (B.S.), Business Administration, Management
ALPS, A DST Company April 2013 - Present
BNY Mellon October 2003 - March 2013
Principal Financial Group May 2002 - October 2003
Tech USA May 2000 - July 2001
Scottrade May 1998 - May 2000
Skills
Mutual Funds, Fast-paced, Deadline Driven, Highly detail oriented, Exceeding Expectations, Maintaining Strong..., Management, Performance Reviews, Microsoft Office, Interviewing Skills, Organizational..., Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Accounting, Bloomberg, Asset Management, Alternative Investments, Equities, Financial Analysis, Finance, Investments, Portfolio Management, Securities, Microsoft Excel, Customer Service
Education
University of Central Florida 1995 — 2000
Bachelor of Science (B.S.), Business Administration, Management
Nicole Iaci Nicole Iaci's ALPS, A DST Company Experience June 2012 - Present
Job Corporate Financial Analyst at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2012 - Present
ALPS Fund Services, Inc. June 2011 - June 2012
ALPS Fund Services, Inc. June 2010 - June 2011
UBS Financial Services September 2009 - December 2009
Nordstrom July 2005 - August 2009
Art Idea September 2008 - December 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Finance, Market Research, Marketing, Bloomberg, Microsoft Excel, CRM, Customer Service, Adobe Creative Suite, Investments, Mutual Funds, PowerPoint, PeopleSoft Financial, Microsoft BI Suite, Hyperion Planning, Process Improvement, Forecasting, Analysis
Education
University of Colorado at Boulder 2013 — 2015
Master of Business Administration (MBA)
University of Denver - Daniels College of Business 2006 — 2010
Finance, Marketing
ALPS, A DST Company June 2012 - Present
ALPS Fund Services, Inc. June 2011 - June 2012
ALPS Fund Services, Inc. June 2010 - June 2011
UBS Financial Services September 2009 - December 2009
Nordstrom July 2005 - August 2009
Art Idea September 2008 - December 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Finance, Market Research, Marketing, Bloomberg, Microsoft Excel, CRM, Customer Service, Adobe Creative Suite, Investments, Mutual Funds, PowerPoint, PeopleSoft Financial, Microsoft BI Suite, Hyperion Planning, Process Improvement, Forecasting, Analysis
Education
University of Colorado at Boulder 2013 — 2015
Master of Business Administration (MBA)
University of Denver - Daniels College of Business 2006 — 2010
Finance, Marketing
Alex Sienko's ALPS, A DST Company Experience December 2014 - Present
Job Intermediary Payment Analyst at ALPS, A DST Company
Industry Management Consulting
Experience
ALPS, A DST Company December 2014 - Present
ALPS, A DST Compa October 2013 - December 2014
DST Systems October 2012 - October 2013
Jimmy Johns June 2004 - October 2012
Minnesota Timberwolves December 2011 - September 2012
Wells Fargo January 2012 - May 2012
Little Angies Cantina May 2010 - May 2011
University of Minnesota Duluth September 2009 - May 2011
RAYBA 2008 - 2011
Skills
Quick learner, Personalable, Multi task, Critical Thinking, Organized, Team Leadership, Leadership Development, Internal Communications, Marketing Communications, Task Management, Event Management, Event Planning, Product Marketing, Sports Marketing, Sports, Promotions, Administrative..., Reliability, Fast Learner, Multi Tasking, PowerPoint
Education
University of Minnesota Duluth 2008 — 2011
Organizational Management, Business
Armstrong Senior High School 2002 — 2006
ALPS, A DST Company December 2014 - Present
ALPS, A DST Compa October 2013 - December 2014
DST Systems October 2012 - October 2013
Jimmy Johns June 2004 - October 2012
Minnesota Timberwolves December 2011 - September 2012
Wells Fargo January 2012 - May 2012
Little Angies Cantina May 2010 - May 2011
University of Minnesota Duluth September 2009 - May 2011
RAYBA 2008 - 2011
Skills
Quick learner, Personalable, Multi task, Critical Thinking, Organized, Team Leadership, Leadership Development, Internal Communications, Marketing Communications, Task Management, Event Management, Event Planning, Product Marketing, Sports Marketing, Sports, Promotions, Administrative..., Reliability, Fast Learner, Multi Tasking, PowerPoint
Education
University of Minnesota Duluth 2008 — 2011
Organizational Management, Business
Armstrong Senior High School 2002 — 2006
Cord Eddy Cord Eddy's ALPS, A DST Company Experience September 2014 - Present
Job Fund Accounting Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company September 2014 - Present
ALPS, A DST Company June 2014 - August 2014
ALPS, A DST Company February 2013 - May 2014
ONE Business Systems July 2012 - January 2013
Northwestern Mutual June 2011 - September 2011
Skills
Finance, Economics, Mutual Funds, Financial Analysis, Financial Modeling, Bloomberg, Bloomberg Terminal, Investments, Microsoft Excel, Financial Reporting, Valuation, Securities
Education
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Finance
ALPS, A DST Company September 2014 - Present
ALPS, A DST Company June 2014 - August 2014
ALPS, A DST Company February 2013 - May 2014
ONE Business Systems July 2012 - January 2013
Northwestern Mutual June 2011 - September 2011
Skills
Finance, Economics, Mutual Funds, Financial Analysis, Financial Modeling, Bloomberg, Bloomberg Terminal, Investments, Microsoft Excel, Financial Reporting, Valuation, Securities
Education
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Finance
Matthew Rick Matthew Rick's ALPS, A DST Company Experience January 2013 - May 2014
Job Business Operations Analyst at SEAKR Engineering
Industry Financial Services
Experience
SEAKR Engineering May 2014 - Present
ALPS, A DST Company January 2013 - May 2014
ALPS Fund Services, Inc. June 2011 - January 2013
Webroot Software June 2010 - August 2010
Skills
Finance, Mutual Funds, Fund Accounting, Financial Analysis, Securities, Equities, Bloomberg
Education
University of Northern Colorado 2007 — 2011
Bachelor of Science, Finance
SEAKR Engineering May 2014 - Present
ALPS, A DST Company January 2013 - May 2014
ALPS Fund Services, Inc. June 2011 - January 2013
Webroot Software June 2010 - August 2010
Skills
Finance, Mutual Funds, Fund Accounting, Financial Analysis, Securities, Equities, Bloomberg
Education
University of Northern Colorado 2007 — 2011
Bachelor of Science, Finance
Colton Harding Colton Harding's ALPS, A DST Company Experience June 2014 - Present
Job Fund Accountant at ALPS, A DST Company
Industry Accounting
Experience
ALPS, A DST Company June 2014 - Present
University of Colorado May 2013 - July 2013
Storm Mountain Ranch 2008 - 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Teamwork, Research, Data Analysis, Sports, Team Leadership, Market Research, Sports Marketing, Social Media Marketing
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Significant Coursework in Finance & Certificate in Business of Sports
ALPS, A DST Company June 2014 - Present
University of Colorado May 2013 - July 2013
Storm Mountain Ranch 2008 - 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Teamwork, Research, Data Analysis, Sports, Team Leadership, Market Research, Sports Marketing, Social Media Marketing
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Significant Coursework in Finance & Certificate in Business of Sports
Stacey Berlinger Stacey Berlinger's ALPS, A DST Company Experience December 2012 - June 2013
Job Public Finance Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
Piper Jaffray June 2013 - Present
ALPS, A DST Company December 2012 - June 2013
ALPS, A DST Company December 2011 - December 2012
Boulder Tickets May 2011 - December 2011
Scottrade August 2010 - December 2010
Skills
Finance, Financial Services, Microsoft Office, Access, TA 2000, Customer Service, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Bloomberg, Series 7, Series 63, Series 52
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Science (B.S.), Finance, General
University of Colorado at Boulder 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Piper Jaffray May 2015 - Present
Piper Jaffray June 2013 - Present
ALPS, A DST Company December 2012 - June 2013
ALPS, A DST Company December 2011 - December 2012
Boulder Tickets May 2011 - December 2011
Scottrade August 2010 - December 2010
Skills
Finance, Financial Services, Microsoft Office, Access, TA 2000, Customer Service, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Bloomberg, Series 7, Series 63, Series 52
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Science (B.S.), Finance, General
University of Colorado at Boulder 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Brett Murphy's ALPS, A DST Company Experience April 2015 - Present
Job Compliance Analyst at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company April 2015 - Present
ALPS, A DST Company June 2014 - April 2015
ALPS, A DST Company December 2013 - June 2014
Univita Health Inc May 2011 - August 2013
Assurant Health October 2009 - May 2011
Guerin Rife Putters September 2007 - July 2008
Education
Stetson University 2005 — 2007
B.A., Sports Management
ALPS, A DST Company April 2015 - Present
ALPS, A DST Company June 2014 - April 2015
ALPS, A DST Company December 2013 - June 2014
Univita Health Inc May 2011 - August 2013
Assurant Health October 2009 - May 2011
Guerin Rife Putters September 2007 - July 2008
Education
Stetson University 2005 — 2007
B.A., Sports Management
Joe Mekulski's ALPS, A DST Company Experience September 2012 - August 2013
Job Product Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley August 2013 - Present
ALPS, A DST Company September 2012 - August 2013
Elevations Credit Union February 2012 - May 2012
Marriott International May 2011 - July 2011
Skills
Economics, Microsoft Excel, Microeconomics, Financial Analysis, Sales, Investments, Macroeconomics, Fixed Income, Development Economics, Public Speaking, Social Media, PowerPoint, Microsoft Word
Education
University of Colorado at Boulder 2008 — 2012
Economics
Loyola Blakefield High School 2004 — 2008
Morgan Stanley June 2015 - Present
Morgan Stanley August 2013 - Present
ALPS, A DST Company September 2012 - August 2013
Elevations Credit Union February 2012 - May 2012
Marriott International May 2011 - July 2011
Skills
Economics, Microsoft Excel, Microeconomics, Financial Analysis, Sales, Investments, Macroeconomics, Fixed Income, Development Economics, Public Speaking, Social Media, PowerPoint, Microsoft Word
Education
University of Colorado at Boulder 2008 — 2012
Economics
Loyola Blakefield High School 2004 — 2008
Kelsey Murray's ALPS, A DST Company Experience June 2011 - July 2012
Job FP&A Financial Analyst at United Launch Alliance
Industry Financial Services
Experience
ULA - United Launch Alliance - Lockheed Martin & Boeing July 2012 - Present
ALPS, A DST Company June 2011 - July 2012
FirstBank April 2009 - April 2010
Skills
Finance, Financial Analysis, Financial Modeling, Valuation, Accounting, Microsoft Excel, PowerPoint, Leadership, Analysis, Microsoft Office, Microsoft Word, SAP ERP, Cognos, Economics, Cash Flow, Account Reconciliation, Mutual Funds, Accounts Receivable
Education
University of Colorado at Denver - MBA Program 2013 — 2016
Master of Business Administration (MBA), Finance
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Business Administration, Finance, minor in Economics
London Finance Seminar 2010 — 2010
ULA - United Launch Alliance - Lockheed Martin & Boeing July 2012 - Present
ALPS, A DST Company June 2011 - July 2012
FirstBank April 2009 - April 2010
Skills
Finance, Financial Analysis, Financial Modeling, Valuation, Accounting, Microsoft Excel, PowerPoint, Leadership, Analysis, Microsoft Office, Microsoft Word, SAP ERP, Cognos, Economics, Cash Flow, Account Reconciliation, Mutual Funds, Accounts Receivable
Education
University of Colorado at Denver - MBA Program 2013 — 2016
Master of Business Administration (MBA), Finance
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Business Administration, Finance, minor in Economics
London Finance Seminar 2010 — 2010
Jake Gallion Jake Gallion's ALPS, A DST Company Experience October 2013 - Present
Job Senior Hedge Fund Accountant at ALPS, A DST Company
Industry Accounting
Experience
ALPS, A DST Company October 2013 - Present
University of Colorado Boulder Club Sports August 2012 - July 2013
Dick’s Sporting Goods July 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching, HTML, Sales, Marketing, Analysis
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Administration in Accounting and Finance, Accounting and Finance
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science, Business Administration; Accounting and Finance
ALPS, A DST Company October 2013 - Present
University of Colorado Boulder Club Sports August 2012 - July 2013
Dick’s Sporting Goods July 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Teaching, HTML, Sales, Marketing, Analysis
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Administration in Accounting and Finance, Accounting and Finance
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Science, Business Administration; Accounting and Finance
Danielle Money Danielle Money's ALPS, A DST Company Experience December 2013 - Present
Job Compliance Analyst at ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company December 2013 - Present
ALPS, A DST Company November 2011 - December 2013
ALPS Fund Services, Inc. March 2011 - November 2011
Royce Arbor Inc May 2009 - March 2011
Skills
Microsoft Excel, All Microsoft Office..., QuickBooks, Nonprofits, Policy, Teamwork, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Administrative..., Research, Event Planning, Management, Analysis, Leadership, Investments, Finance
Education
University of Colorado at Boulder 2006 — 2010
Religious Studies
ALPS, A DST Company December 2013 - Present
ALPS, A DST Company November 2011 - December 2013
ALPS Fund Services, Inc. March 2011 - November 2011
Royce Arbor Inc May 2009 - March 2011
Skills
Microsoft Excel, All Microsoft Office..., QuickBooks, Nonprofits, Policy, Teamwork, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Administrative..., Research, Event Planning, Management, Analysis, Leadership, Investments, Finance
Education
University of Colorado at Boulder 2006 — 2010
Religious Studies
Yelena Kalmykov Yelena Kalmykov's ALPS, A DST Company Experience 2014 - Present
Job Assistant Vice President of Tax Administration at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company 2014 - Present
ALPS, A DST Company 2008 - 2014
ALPS, A DST Company 2007 - 2008
OppenheimerFunds, Inc 2005 - 2007
OppenheimerFunds, Inc 2003 - 2005
OppenheimerFunds, Inc 2000 - 2003
MetLife Financial Services 1999 - 2000
Skills
Finance, Tax, Mutual Funds, Financial Services
Education
University of Colorado Denver 2004 — 2006
Master of Business Administration (M.B.A.), MS in Finance
University of Colorado Denver 1995 — 1999
Bachelor’s Degree, Majors in International Business and Marketing and a minor in Economics
ALPS, A DST Company 2014 - Present
ALPS, A DST Company 2008 - 2014
ALPS, A DST Company 2007 - 2008
OppenheimerFunds, Inc 2005 - 2007
OppenheimerFunds, Inc 2003 - 2005
OppenheimerFunds, Inc 2000 - 2003
MetLife Financial Services 1999 - 2000
Skills
Finance, Tax, Mutual Funds, Financial Services
Education
University of Colorado Denver 2004 — 2006
Master of Business Administration (M.B.A.), MS in Finance
University of Colorado Denver 1995 — 1999
Bachelor’s Degree, Majors in International Business and Marketing and a minor in Economics
Megan Koehler Megan Koehler's ALPS, A DST Company Experience August 2014 - Present
Job Vice President & Senior Counsel at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 2014 - Present
Atlantic Fund Services April 2008 - August 2014
Citi February 2007 - March 2008
Skills
Hedge Funds, Securities
Education
University of Maine School of Law
Juris Doctorate
University of California, Berkeley
Bachelor of Arts (B.A.), American/U.S. Law/Legal Studies/Jurisprudence
ALPS, A DST Company August 2014 - Present
Atlantic Fund Services April 2008 - August 2014
Citi February 2007 - March 2008
Skills
Hedge Funds, Securities
Education
University of Maine School of Law
Juris Doctorate
University of California, Berkeley
Bachelor of Arts (B.A.), American/U.S. Law/Legal Studies/Jurisprudence
Raymond Updyke Raymond Updyke's ALPS, A DST Company Experience May 2014 - Present
Job Alternative Investment Administrator at ALPS, A DST Company
Industry Accounting
Experience
ALPS, A DST Company May 2014 - Present
University of Maine Student Government, Inc. May 2012 - December 2013
Spruce Point Inn Resort and Spa May 2012 - August 2013
Skills
Accounting, Microsoft Excel, PowerPoint, Finance, Public Speaking, Leadership, Budgets, Nonprofits, Access, Auditing, Cash Flow, QuickBooks, Financial Accounting, Night Audit, Payroll, Social Media, Fund Administration, Hedge Funds, VBA, Fund Accounting, Bank Reconciliation
Education
University of Connecticut 2015 — 2016
Master’s Degree, Accounting
University of Maine 2010 — 2014
Bachelor's Degree, Accounting major, Sustainable Agriculture minor, 3.94
ALPS, A DST Company May 2014 - Present
University of Maine Student Government, Inc. May 2012 - December 2013
Spruce Point Inn Resort and Spa May 2012 - August 2013
Skills
Accounting, Microsoft Excel, PowerPoint, Finance, Public Speaking, Leadership, Budgets, Nonprofits, Access, Auditing, Cash Flow, QuickBooks, Financial Accounting, Night Audit, Payroll, Social Media, Fund Administration, Hedge Funds, VBA, Fund Accounting, Bank Reconciliation
Education
University of Connecticut 2015 — 2016
Master’s Degree, Accounting
University of Maine 2010 — 2014
Bachelor's Degree, Accounting major, Sustainable Agriculture minor, 3.94
Sarah Adams, CPA Sarah Adams, CPA's ALPS, A DST Company Experience July 2011 - July 2012
Job Sr. Financial Analyst and Accountant at Blinker App
Industry Accounting
Experience
Blinker App May 2015 - Present
Adams & Bailey CPAs, LLP September 2014 - May 2015
Sarah Adams CPA, PLLC January 2014 - September 2014
Confio Software July 2012 - January 2014
ALPS, A DST Company July 2011 - July 2012
Tax Prep Denver February 2012 - May 2012
Skills
Tax Preparation, Microsoft Excel, QuickBooks, Customer Service, Financial Reporting, CPA, Accounting, Fund Accounting, Tax, Sales & Use Tax, Multi-State Sales Tax, Bookkeeping, Financial Statements, Accruals, ProSeries, Mergers & Acquisitions, Acquisition Integration, Microsoft Word, Account Reconciliation, Microsoft Office, PowerPoint
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Science (BS), Accounting
Blinker App May 2015 - Present
Adams & Bailey CPAs, LLP September 2014 - May 2015
Sarah Adams CPA, PLLC January 2014 - September 2014
Confio Software July 2012 - January 2014
ALPS, A DST Company July 2011 - July 2012
Tax Prep Denver February 2012 - May 2012
Skills
Tax Preparation, Microsoft Excel, QuickBooks, Customer Service, Financial Reporting, CPA, Accounting, Fund Accounting, Tax, Sales & Use Tax, Multi-State Sales Tax, Bookkeeping, Financial Statements, Accruals, ProSeries, Mergers & Acquisitions, Acquisition Integration, Microsoft Word, Account Reconciliation, Microsoft Office, PowerPoint
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Science (BS), Accounting
Kori Brooks Kori Brooks's ALPS, A DST Company Experience December 2005 - July 2010
Job Product Manager at Ivy Funds Distributor, Inc.
Industry Financial Services
Experience
Ivy Funds Distributor, Inc. March 2015 - Present
Ivy Funds Distributor, Inc. October 2010 - Present
ALPS, A DST Company December 2005 - July 2010
Putnam Investments December 1999 - May 2001
Skills
Account Management, Series 7, Mutual Funds, Investments, Asset Allocation, Series 63, Asset Management, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, 401k, Series 6, Equities, Retirement, Portfolio Management
Education
University of Colorado at Boulder 1994 — 1998
Ivy Funds Distributor, Inc. March 2015 - Present
Ivy Funds Distributor, Inc. October 2010 - Present
ALPS, A DST Company December 2005 - July 2010
Putnam Investments December 1999 - May 2001
Skills
Account Management, Series 7, Mutual Funds, Investments, Asset Allocation, Series 63, Asset Management, Wealth Management, Retirement Planning, Alternative Investments, Financial Services, 401k, Series 6, Equities, Retirement, Portfolio Management
Education
University of Colorado at Boulder 1994 — 1998
Kevin Warnock Kevin Warnock's ALPS, A DST Company Experience November 2014 - July 2015
Job SEC Processing Manager, AVP at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
ALPS, A DST Company November 2014 - July 2015
ALPS, A DST Company September 2011 - October 2014
The Bank of New York Mellon September 2010 - September 2011
Voya Investment Management (formerly, ING Funds) June 2006 - April 2009
Bank of New York Mellon May 2005 - June 2006
The Bank of New York Mellon November 2002 - April 2005
Bisys Fund Services January 1998 - November 2002
Skills
Financial Reporting, Fund Accounting, Investments, Bloomberg, Equities, Fixed Income, Portfolio Management, Leadership, Fund Of Funds, Financial Modeling, Financial Services, Mutual Funds, Bloomberg Terminal, Accounting, Valuation, Asset Management, Alternative Investments, Financial Statements, Management, Derivatives, Corporate Finance, Auditing, Securities, Financial Analysis, Hedge Funds, Fund Administration, Due Diligence, Finance, SEC filings, Account Reconciliation, Risk Management, SEC Filings
Education
Tiffin University 1993 — 1997
BBA, Finance
Citi August 2015 - Present
ALPS, A DST Company November 2014 - July 2015
ALPS, A DST Company September 2011 - October 2014
The Bank of New York Mellon September 2010 - September 2011
Voya Investment Management (formerly, ING Funds) June 2006 - April 2009
Bank of New York Mellon May 2005 - June 2006
The Bank of New York Mellon November 2002 - April 2005
Bisys Fund Services January 1998 - November 2002
Skills
Financial Reporting, Fund Accounting, Investments, Bloomberg, Equities, Fixed Income, Portfolio Management, Leadership, Fund Of Funds, Financial Modeling, Financial Services, Mutual Funds, Bloomberg Terminal, Accounting, Valuation, Asset Management, Alternative Investments, Financial Statements, Management, Derivatives, Corporate Finance, Auditing, Securities, Financial Analysis, Hedge Funds, Fund Administration, Due Diligence, Finance, SEC filings, Account Reconciliation, Risk Management, SEC Filings
Education
Tiffin University 1993 — 1997
BBA, Finance
Evan Osborn's ALPS, A DST Company Experience December 2013 - August 2015
Job Experienced Finance Manager and Leader
Industry Investment Management
Experience
Transamerica Asset Management August 2015 - Present
ALPS, A DST Company December 2013 - August 2015
ALPS, A DST Company May 2010 - December 2013
NAAAP (National Association of Asian American Professionals) May 2007 - December 2013
ALPS Price Meadows November 2009 - May 2010
Fiserv ISS October 2008 - January 2009
North Shore Capital November 2007 - September 2008
Black Diamond Capital May 2007 - October 2007
Skills
Financial Analysis, Finance, Leadership, Financial Modeling, Business Development, Portfolio Management, Investments, Project Management, Microsoft Excel, Business Strategy, Financial Reporting, Hedge Funds, Accounting, Corporate Finance, Asset Management, Private Equity, Securities, Due Diligence, Bloomberg, Risk Management, Business Analysis, Strategic Planning, Alternative Investments, Project Planning, Financial Services, Strategic Financial..., Valuation, Analysis, Financial Accounting, Process Improvement, PowerPoint, Management, Relationship Management, Investor Relations, Change Management, Strategy, Microsoft Office
Education
Metropolitan State University of Denver 2003 — 2008
Bachelor of Arts (B.A.), Political Science & Business Management
University of Colorado Denver
B.A., Business Management, Political Science
Transamerica Asset Management August 2015 - Present
ALPS, A DST Company December 2013 - August 2015
ALPS, A DST Company May 2010 - December 2013
NAAAP (National Association of Asian American Professionals) May 2007 - December 2013
ALPS Price Meadows November 2009 - May 2010
Fiserv ISS October 2008 - January 2009
North Shore Capital November 2007 - September 2008
Black Diamond Capital May 2007 - October 2007
Skills
Financial Analysis, Finance, Leadership, Financial Modeling, Business Development, Portfolio Management, Investments, Project Management, Microsoft Excel, Business Strategy, Financial Reporting, Hedge Funds, Accounting, Corporate Finance, Asset Management, Private Equity, Securities, Due Diligence, Bloomberg, Risk Management, Business Analysis, Strategic Planning, Alternative Investments, Project Planning, Financial Services, Strategic Financial..., Valuation, Analysis, Financial Accounting, Process Improvement, PowerPoint, Management, Relationship Management, Investor Relations, Change Management, Strategy, Microsoft Office
Education
Metropolitan State University of Denver 2003 — 2008
Bachelor of Arts (B.A.), Political Science & Business Management
University of Colorado Denver
B.A., Business Management, Political Science
Justin Kostelny's ALPS, A DST Company Experience September 2013 - Present
Job Tax Supervisor at Alps Fund Services
Industry Financial Services
Experience
ALPS, A DST Company September 2013 - Present
Black Gold Logistics April 2012 - July 2013
City of Edgewater, Colorado May 2010 - August 2010
ALPS, A DST Company May 2006 - July 2009
Education
University of Colorado Boulder - Leeds School of Business 2009 — 2011
Master of Business Administration (MBA), Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science (BS), Business - Finance, Accounting
CFA Candidate
ALPS, A DST Company September 2013 - Present
Black Gold Logistics April 2012 - July 2013
City of Edgewater, Colorado May 2010 - August 2010
ALPS, A DST Company May 2006 - July 2009
Education
University of Colorado Boulder - Leeds School of Business 2009 — 2011
Master of Business Administration (MBA), Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science (BS), Business - Finance, Accounting
CFA Candidate
Mark Sparrow Mark Sparrow's ALPS, A DST Company Experience January 2015 - Present
Job Assistant Vice President Fund Administration at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company January 2015 - Present
Deloitte & Touche September 2010 - December 2014
Deloitte September 2006 - September 2010
Fujitsu Siemens Computers January 2004 - December 2004
Skills
IFRS, Accounting, Auditing, Management, US GAAP, UK GAAP, Investment Valuation, Financial Statements, External Audit, Financial Audits, Sarbanes-Oxley Act, Managerial Finance, Finance
Education
The University of Edinburgh 1999 — 2003
BSc (Hons)
ACS Hillingdon 1993 — 1999
International Baccalaureate Diploma
ALPS, A DST Company January 2015 - Present
Deloitte & Touche September 2010 - December 2014
Deloitte September 2006 - September 2010
Fujitsu Siemens Computers January 2004 - December 2004
Skills
IFRS, Accounting, Auditing, Management, US GAAP, UK GAAP, Investment Valuation, Financial Statements, External Audit, Financial Audits, Sarbanes-Oxley Act, Managerial Finance, Finance
Education
The University of Edinburgh 1999 — 2003
BSc (Hons)
ACS Hillingdon 1993 — 1999
International Baccalaureate Diploma
Lainey Bohall's ALPS, A DST Company Experience June 2012 - Present
Job Senior Client Relations Analyst at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2012 - Present
ALPS Fund Services, Inc. August 2010 - June 2012
Lincoln Property Company May 2008 - February 2010
University of Colorado Denver, Student Government 2006 - 2007
Skills
Client Relations, Financial Analysis, Marketing, Due Diligence, Data Analysis, Competitive Analysis, Key Account Management, Customer Service, Series 7, Series 63, Finance, Mutual Funds, Alternative Investments, Accounting, Financial Reporting, Budgets, Microsoft Excel, General Ledger, Analysis, Asset Managment, Financial Statements, Process Improvement, Market Research, Asset Allocation, New Business Development, Sales
Education
Metropolitan State University 2012 — 2016
B.S. Marketing, Marketing/Marketing Management, General
University of Colorado at Denver 2005 — 2007
Marketing
ALPS, A DST Company June 2012 - Present
ALPS Fund Services, Inc. August 2010 - June 2012
Lincoln Property Company May 2008 - February 2010
University of Colorado Denver, Student Government 2006 - 2007
Skills
Client Relations, Financial Analysis, Marketing, Due Diligence, Data Analysis, Competitive Analysis, Key Account Management, Customer Service, Series 7, Series 63, Finance, Mutual Funds, Alternative Investments, Accounting, Financial Reporting, Budgets, Microsoft Excel, General Ledger, Analysis, Asset Managment, Financial Statements, Process Improvement, Market Research, Asset Allocation, New Business Development, Sales
Education
Metropolitan State University 2012 — 2016
B.S. Marketing, Marketing/Marketing Management, General
University of Colorado at Denver 2005 — 2007
Marketing
Andy Goellner Andy Goellner's ALPS, A DST Company Experience March 2015 - Present
Job Tax Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company March 2015 - Present
ALPS, A DST Company May 2013 - March 2015
Rodefer Moss & Co, PLLC January 2013 - April 2013
Skills
External Audit, Market Research, Filing, Public Relations, Microsoft Excel, Analytical Skills, Tax, Athletics, Auditing, Finance, Highly Dedicated, QuickBooks, Time Management, Accounting, Financial Statements
Education
Tusculum College 2008 — 2013
Bachelor of Arts (BA), Accounting and Business/Management
ALPS, A DST Company March 2015 - Present
ALPS, A DST Company May 2013 - March 2015
Rodefer Moss & Co, PLLC January 2013 - April 2013
Skills
External Audit, Market Research, Filing, Public Relations, Microsoft Excel, Analytical Skills, Tax, Athletics, Auditing, Finance, Highly Dedicated, QuickBooks, Time Management, Accounting, Financial Statements
Education
Tusculum College 2008 — 2013
Bachelor of Arts (BA), Accounting and Business/Management
Heather Staffelbach Heather Staffelbach's ALPS, A DST Company Experience September 2007 - Present
Job Sr. Compliance Analyst at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS, A DST Company September 2007 - Present
Jackson National Life April 2007 - August 2007
Skills
Series 7, Series 24, FINRA, Mutual Funds, Securities, ETFs, Broker-Dealer, Microsoft Office, Social Media
Education
University of Northern Colorado
Bachelor of Science, Business Finance
ALPS, A DST Company September 2007 - Present
Jackson National Life April 2007 - August 2007
Skills
Series 7, Series 24, FINRA, Mutual Funds, Securities, ETFs, Broker-Dealer, Microsoft Office, Social Media
Education
University of Northern Colorado
Bachelor of Science, Business Finance
Alexander Shepard's ALPS, A DST Company Experience July 2014 - Present
Job Investment Consultant
Industry Financial Services
Experience
ALPS, A DST Company July 2014 - Present
Southpoint Divers April 2012 - April 2014
Florida Keys Community College April 2013 - December 2013
Skills
Financial Analysis, Alternative Investments, Strategic Planning, Business Development, Series 7, Microsoft Excel, ETFs, Sales, Mutual Funds, Investments, Analysis, Client Aquisition, Series 63, Qualitative Research, Finance, Economics, Interpersonal Skill, Forecasting, Customer Service, Teamwork, Instruction, MLP
Education
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor of Science in Business, Finance
2016 Level II Candidate in the CFA Program
ALPS, A DST Company July 2014 - Present
Southpoint Divers April 2012 - April 2014
Florida Keys Community College April 2013 - December 2013
Skills
Financial Analysis, Alternative Investments, Strategic Planning, Business Development, Series 7, Microsoft Excel, ETFs, Sales, Mutual Funds, Investments, Analysis, Client Aquisition, Series 63, Qualitative Research, Finance, Economics, Interpersonal Skill, Forecasting, Customer Service, Teamwork, Instruction, MLP
Education
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor of Science in Business, Finance
2016 Level II Candidate in the CFA Program
Jill Herman Jill Herman's ALPS, A DST Company Experience February 2015 - Present
Job Lead Software Application Administrator at ALPS, A DST Company
Industry Information Technology and Services
Experience
ALPS, A DST Company February 2015 - Present
Janus Capital Group January 2000 - February 2015
Harris Investment Management 1994 - 1999
Performance Analytics, Inc. 1989 - 1994
Skills
Business Analysis, Vendor Management, Mutual Funds, Requirements Analysis, SDLC, Data Warehousing, Visio, Informatica, Solution Architecture, Equities, Project Management, Business Relationship..., Separately Managed..., Problem Solving, User Interface Design, Investment Management, Microsoft Office, SimCorp Dimension, Process Improvement, Eagle PACE, Master Data Management, Autosys, Axure, Team Leadership, Technical Leadership, Metalsmithing, Jewelry Design, Handmade Jewelry, Business Process..., Fund Accounting, Bloomberg, Back Office, Reference Data, Fixed Income, Cognos, Securities, Business Process, User Acceptance Testing, Data Modeling, Charles River IMS, Asset Management, ETL, Functional..., Business Intelligence, Business Objects, Business Requirements, Requirements Gathering, Data Governance, Financial Services
Education
Western Michigan University 1987 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Michigan 1985 — 1987
Literature, Science & Arts
ALPS, A DST Company February 2015 - Present
Janus Capital Group January 2000 - February 2015
Harris Investment Management 1994 - 1999
Performance Analytics, Inc. 1989 - 1994
Skills
Business Analysis, Vendor Management, Mutual Funds, Requirements Analysis, SDLC, Data Warehousing, Visio, Informatica, Solution Architecture, Equities, Project Management, Business Relationship..., Separately Managed..., Problem Solving, User Interface Design, Investment Management, Microsoft Office, SimCorp Dimension, Process Improvement, Eagle PACE, Master Data Management, Autosys, Axure, Team Leadership, Technical Leadership, Metalsmithing, Jewelry Design, Handmade Jewelry, Business Process..., Fund Accounting, Bloomberg, Back Office, Reference Data, Fixed Income, Cognos, Securities, Business Process, User Acceptance Testing, Data Modeling, Charles River IMS, Asset Management, ETL, Functional..., Business Intelligence, Business Objects, Business Requirements, Requirements Gathering, Data Governance, Financial Services
Education
Western Michigan University 1987 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Michigan 1985 — 1987
Literature, Science & Arts
Sherman Buzz Miller's ALPS, A DST Company Experience February 2015 - Present
Job Fund Accountant at ALPS
Industry Financial Services
Experience
ALPS, A DST Company February 2015 - Present
Rocky Mountain Anglers April 2014 - Present
Trek Light Gear May 2012 - December 2013
College Works Painting January 2011 - August 2011
Waterway Gas & Wash May 2010 - August 2010
Colorado Ski and Golf May 2008 - September 2009
Buzz's Car Detailing April 2007 - September 2007
Skills
Customer Service, Sales, Microsoft Office, Microsoft Excel, Recruiting, Selling, Customer Satisfaction, Retail, Social Media Marketing, Social Networking, Marketing
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Science (BS), Economics
Regis Jesuit High School
Graland Country Day School 1997 — 2007
ALPS, A DST Company February 2015 - Present
Rocky Mountain Anglers April 2014 - Present
Trek Light Gear May 2012 - December 2013
College Works Painting January 2011 - August 2011
Waterway Gas & Wash May 2010 - August 2010
Colorado Ski and Golf May 2008 - September 2009
Buzz's Car Detailing April 2007 - September 2007
Skills
Customer Service, Sales, Microsoft Office, Microsoft Excel, Recruiting, Selling, Customer Satisfaction, Retail, Social Media Marketing, Social Networking, Marketing
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Science (BS), Economics
Regis Jesuit High School
Graland Country Day School 1997 — 2007
Justin Custodi's ALPS, A DST Company Experience October 2013 - September 2014
Job Mutual Fund Analyst at ALPS, A DST Company
Industry Financial Services
Experience
HF Financial February 2015 - Present
ALPS, A DST Company October 2013 - September 2014
Curian Capital March 2013 - August 2013
The Carnegie Abbey Club April 2004 - July 2011
Skills
Financial Analysis, Research, Microsoft Excel, Leadership, Customer Service, Social Media
Education
University of Rhode Island - College of Business Administration
Finance
HF Financial February 2015 - Present
ALPS, A DST Company October 2013 - September 2014
Curian Capital March 2013 - August 2013
The Carnegie Abbey Club April 2004 - July 2011
Skills
Financial Analysis, Research, Microsoft Excel, Leadership, Customer Service, Social Media
Education
University of Rhode Island - College of Business Administration
Finance
Bob Szydlowski Bob Szydlowski's ALPS, A DST Company Experience August 1989 - Present
Job CTO at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 1989 - Present
Skills
Financial Services, Disaster Recovery, Business Analysis, Project Management, Risk Management, Process Improvement, Strategic Planning, Information Security..., Information Technology, IT Strategy, Integration, IT Management, Security, Enterprise Architecture, Business Continuity, Data Center, System Administration, PCI DSS, Team Building, Program Management, Budgets, Financial Modeling, Requirements Analysis, Vendor Management, Leadership, SDLC, Business Process..., Management, Account Management, Governance, Analysis, SharePoint, IT Operations, Microsoft SQL Server, Information Security, Mutual Funds, Virtualization, Active Directory, Executive Management, Team Leadership, Software Project..., Outsourcing, Business Continuity...
Education
University of Colorado Denver 1988 — 1990
BSBA, Operational and Organizational Managment
ALPS, A DST Company August 1989 - Present
Skills
Financial Services, Disaster Recovery, Business Analysis, Project Management, Risk Management, Process Improvement, Strategic Planning, Information Security..., Information Technology, IT Strategy, Integration, IT Management, Security, Enterprise Architecture, Business Continuity, Data Center, System Administration, PCI DSS, Team Building, Program Management, Budgets, Financial Modeling, Requirements Analysis, Vendor Management, Leadership, SDLC, Business Process..., Management, Account Management, Governance, Analysis, SharePoint, IT Operations, Microsoft SQL Server, Information Security, Mutual Funds, Virtualization, Active Directory, Executive Management, Team Leadership, Software Project..., Outsourcing, Business Continuity...
Education
University of Colorado Denver 1988 — 1990
BSBA, Operational and Organizational Managment
Dayne Melick Dayne Melick's ALPS, A DST Company Experience November 2014 - Present
Job Financial Reporting Analyst at ALPS, A DST Company
Industry Accounting
Experience
ALPS, A DST Company November 2014 - Present
ALPS, A DST Company February 2014 - November 2014
ALPS, A DST Company October 2012 - February 2014
MassMutual Financial Group January 2012 - October 2012
University Directories May 2011 - August 2011
University of Iowa Facilities and Management August 2008 - August 2010
T&K Roofing and Sheet Metal May 2008 - August 2008
Skills
Advertising, Promotions, Online Marketing, Marketing Communications, Market Research, Sports Marketing, Microsoft Office, Organizational Behavior, Event Management, Account Management, Contract Writing, Advertising Sales, Insurance Planning, PowerPoint, Time Management, Sports, Spanish, Social Media, Microsoft Word, Microsoft Excel, Facebook, Marketing, Sales, Investments, Leadership, Social Networking, Customer Service, Data Analysis, Financial Analysis
Education
The University of Iowa, Iowa City 2007 — 2011
B.B.A, Marketing
University of Iowa
B.B.A, Marketing, 3.41 GPA
Instituto Filipin 2010 — 2010
Instituto Filipin
Bachelor of Business Administration (B.B.A.), Business and Journalism
ALPS, A DST Company November 2014 - Present
ALPS, A DST Company February 2014 - November 2014
ALPS, A DST Company October 2012 - February 2014
MassMutual Financial Group January 2012 - October 2012
University Directories May 2011 - August 2011
University of Iowa Facilities and Management August 2008 - August 2010
T&K Roofing and Sheet Metal May 2008 - August 2008
Skills
Advertising, Promotions, Online Marketing, Marketing Communications, Market Research, Sports Marketing, Microsoft Office, Organizational Behavior, Event Management, Account Management, Contract Writing, Advertising Sales, Insurance Planning, PowerPoint, Time Management, Sports, Spanish, Social Media, Microsoft Word, Microsoft Excel, Facebook, Marketing, Sales, Investments, Leadership, Social Networking, Customer Service, Data Analysis, Financial Analysis
Education
The University of Iowa, Iowa City 2007 — 2011
B.B.A, Marketing
University of Iowa
B.B.A, Marketing, 3.41 GPA
Instituto Filipin 2010 — 2010
Instituto Filipin
Bachelor of Business Administration (B.B.A.), Business and Journalism
Matthew Shafroth Matthew Shafroth's ALPS, A DST Company Experience August 2010 - Present
Job Assistant Fund Controller at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 2010 - Present
ALPS, A DST Company June 2007 - August 2010
Skills
Accounting, Spanish, Mathematics, Marketing, Athletics, Finance, Microsoft Excel, Bloomberg, Fund Accounting, Data Analysis, Financial Analysis, Mutual Funds, Securities, Investments, PowerPoint, Fund Of Funds, Financial Modeling, Financial Services, Financial Reporting, Hedge Funds
Education
University of Colorado at Boulder 2001 — 2005
Bachelor of Science (BS), Marketing
ALPS, A DST Company August 2010 - Present
ALPS, A DST Company June 2007 - August 2010
Skills
Accounting, Spanish, Mathematics, Marketing, Athletics, Finance, Microsoft Excel, Bloomberg, Fund Accounting, Data Analysis, Financial Analysis, Mutual Funds, Securities, Investments, PowerPoint, Fund Of Funds, Financial Modeling, Financial Services, Financial Reporting, Hedge Funds
Education
University of Colorado at Boulder 2001 — 2005
Bachelor of Science (BS), Marketing
Courtney Holton's ALPS, A DST Company Experience December 2014 - Present
Job Portfolio Accounting Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company December 2014 - Present
Brown Brothers Harriman September 2012 - November 2014
Brown Brothers Harriman July 2011 - September 2012
CBS News Marketing December 2010 - January 2011
Skills
CRM, Fixed Income, PowerPoint, Financial Reporting, Securities, Portfolio Management, Bloomberg, Equities, Derivatives, Finance, Financial Modeling, Process Improvement, Microsoft Excel, Editing, Financial Services, Event Planning
Education
University of San Diego 2007 — 2011
BA, Economics, Finance, Marketing
ALPS, A DST Company December 2014 - Present
Brown Brothers Harriman September 2012 - November 2014
Brown Brothers Harriman July 2011 - September 2012
CBS News Marketing December 2010 - January 2011
Skills
CRM, Fixed Income, PowerPoint, Financial Reporting, Securities, Portfolio Management, Bloomberg, Equities, Derivatives, Finance, Financial Modeling, Process Improvement, Microsoft Excel, Editing, Financial Services, Event Planning
Education
University of San Diego 2007 — 2011
BA, Economics, Finance, Marketing
Ali Mastrobuono Ali Mastrobuono's ALPS, A DST Company Experience July 2010 - May 2011
Job Facilities Engineering Tech at Jonah Energy LLC
Industry Oil & Energy
Experience
Jonah Energy LLC December 2014 - Present
Forestar Group Inc. March 2014 - December 2014
Forest Oil Corporation May 2011 - March 2014
ALPS, A DST Company July 2010 - May 2011
Skills
Petroleum, Natural Gas, Gas, Oil/Gas, Upstream, Onshore, Energy, Energy Industry, Oil & Gas Industry, Pipelines, Oilfield, Completion, Accounting, Microsoft Excel, Supervisory Skills, Sarbanes-Oxley Act, Oil & Gas
Education
University of Colorado at Boulder 2006 — 2010
Bachelor of Science - Business Administration, Accounting
The University of Glasgow 2008 — 2008
Jonah Energy LLC December 2014 - Present
Forestar Group Inc. March 2014 - December 2014
Forest Oil Corporation May 2011 - March 2014
ALPS, A DST Company July 2010 - May 2011
Skills
Petroleum, Natural Gas, Gas, Oil/Gas, Upstream, Onshore, Energy, Energy Industry, Oil & Gas Industry, Pipelines, Oilfield, Completion, Accounting, Microsoft Excel, Supervisory Skills, Sarbanes-Oxley Act, Oil & Gas
Education
University of Colorado at Boulder 2006 — 2010
Bachelor of Science - Business Administration, Accounting
The University of Glasgow 2008 — 2008
Tyler Bentley's ALPS, A DST Company Experience March 2015 - Present
Job Mutual Fund Accountant
Industry Financial Services
Experience
ALPS, A DST Company March 2015 - Present
ASAP Asphalt and Concrete Inc. May 2013 - March 2015
Hickory House Ribs October 2007 - August 2011
Skills
Advertising, Sales, Website Development, Adobe Design Programs, Microsoft Excel, Microsoft Office, Leadership, Economics, Psychology, Problem Solving, Creativity Skills, Customer Service, Organizational &..., Microsoft Word, Stata, Regression Analysis, Social Networking, Budgets, Marketing, Time Management
Education
University of Colorado Boulder 2010 — 2014
Bachelor's Degree, Economics & Psychology, 3.0
Chaparral High School 2006 — 2010
High School, 3.7
ALPS, A DST Company March 2015 - Present
ASAP Asphalt and Concrete Inc. May 2013 - March 2015
Hickory House Ribs October 2007 - August 2011
Skills
Advertising, Sales, Website Development, Adobe Design Programs, Microsoft Excel, Microsoft Office, Leadership, Economics, Psychology, Problem Solving, Creativity Skills, Customer Service, Organizational &..., Microsoft Word, Stata, Regression Analysis, Social Networking, Budgets, Marketing, Time Management
Education
University of Colorado Boulder 2010 — 2014
Bachelor's Degree, Economics & Psychology, 3.0
Chaparral High School 2006 — 2010
High School, 3.7
Jason Goldenberg Jason Goldenberg's ALPS, A DST Company Experience November 2013 - Present
Job Supervisor of Fund Accounting
Industry Financial Services
Experience
ALPS, A DST Company November 2013 - Present
LSV Asset Management 2011 - 2012
DBRS June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, VBA, Investments, Financial Analysis, Equities, Fixed Income, Financial Modeling, Financial Services, Securities
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
ALPS, A DST Company November 2013 - Present
LSV Asset Management 2011 - 2012
DBRS June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, VBA, Investments, Financial Analysis, Equities, Fixed Income, Financial Modeling, Financial Services, Securities
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Allyson Wolfram, MBA, PHR's ALPS, A DST Company Experience April 2013 - Present
Job Human Resources Director at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company April 2013 - Present
Lafarge North America January 2011 - March 2013
Lafarge North America January 2010 - January 2011
Lafarge North America June 2008 - January 2010
Black Creek Group 2003 - 2008
Skills
Employee Relations, Performance Management, Succession Planning, Job Descriptions, Investigations, Change Management, Talent Acquisition, Mergers, Recruiting, Human Resources, Talent Management, Deferred Compensation, HR Policies, Private Investigations, Interviews, Organizational..., Conflict Resolution, Personnel Management, Employee Engagement, Project Management, Mergers & Acquisitions, Process Improvement, Onboarding, Leadership Development, Training, Employee Benefits, Payroll, Organizational..., Performance Appraisal, Management, Workforce Planning, Labor Relations, Coaching
Education
University of Colorado Denver 2002 — 2003
MBA, Business Administration and Management, General
Wartburg College 1997 — 2001
B.A, Business Administration; International Business & Management; Human Resources
ALPS, A DST Company April 2013 - Present
Lafarge North America January 2011 - March 2013
Lafarge North America January 2010 - January 2011
Lafarge North America June 2008 - January 2010
Black Creek Group 2003 - 2008
Skills
Employee Relations, Performance Management, Succession Planning, Job Descriptions, Investigations, Change Management, Talent Acquisition, Mergers, Recruiting, Human Resources, Talent Management, Deferred Compensation, HR Policies, Private Investigations, Interviews, Organizational..., Conflict Resolution, Personnel Management, Employee Engagement, Project Management, Mergers & Acquisitions, Process Improvement, Onboarding, Leadership Development, Training, Employee Benefits, Payroll, Organizational..., Performance Appraisal, Management, Workforce Planning, Labor Relations, Coaching
Education
University of Colorado Denver 2002 — 2003
MBA, Business Administration and Management, General
Wartburg College 1997 — 2001
B.A, Business Administration; International Business & Management; Human Resources
Josh Bartley's ALPS, A DST Company Experience June 2014 - Present
Job Financial Reporting Analyst
Industry Accounting
Experience
ALPS, A DST Company June 2014 - Present
ALPS, A DST Company April 2012 - June 2014
ALPS, A DST Company August 2008 - April 2012
in3corp January 2004 - September 2007
Skills
Accounting, Auditing, Financial Analysis, Fund Accounting, General Ledger, Hedge Funds, Bloomberg, Microsoft Excel, Outlook, Process Improvement, Valuation, Alternative Investments, PowerPoint, Account Reconciliation, Financial Statements
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
BS, Accounting
ALPS, A DST Company June 2014 - Present
ALPS, A DST Company April 2012 - June 2014
ALPS, A DST Company August 2008 - April 2012
in3corp January 2004 - September 2007
Skills
Accounting, Auditing, Financial Analysis, Fund Accounting, General Ledger, Hedge Funds, Bloomberg, Microsoft Excel, Outlook, Process Improvement, Valuation, Alternative Investments, PowerPoint, Account Reconciliation, Financial Statements
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
BS, Accounting
Scott McVicker's ALPS, A DST Company Experience October 2012 - Present
Job VP, Fund Accounting Manager Data, Pricing, and Corporate Actions at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company October 2012 - Present
ALPS, A DST Company June 2000 - November 2012
ALPS Fund Services, Inc. June 2006 - October 2009
ALPS Fund Services, Inc. January 2004 - June 2006
ALPS Fund Services, Inc. June 2002 - January 2004
ALPS Fund Services, Inc. June 2000 - June 2002
Skills
MFACT, Confluence, Bloomberg Data License, Crystal Reports, Corporate Actions, Reference Data, Fund Accounting, Bloomberg Terminal, Securities, Financial Services, Financial Analysis, Financial Modeling, Bloomberg, Mutual Funds, Chickens, Fixed Income, Valuation, Equities, Asset Management, Fund Administration, Bonds, Options, Alternative Investments, Trading, Hedge Funds, Derivatives, Investments
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2000
Bachelor of Science (B.S.), Finance
University of Iowa 1996 — 1998
Bachelor of Science (B.S.), Finance
ALPS, A DST Company October 2012 - Present
ALPS, A DST Company June 2000 - November 2012
ALPS Fund Services, Inc. June 2006 - October 2009
ALPS Fund Services, Inc. January 2004 - June 2006
ALPS Fund Services, Inc. June 2002 - January 2004
ALPS Fund Services, Inc. June 2000 - June 2002
Skills
MFACT, Confluence, Bloomberg Data License, Crystal Reports, Corporate Actions, Reference Data, Fund Accounting, Bloomberg Terminal, Securities, Financial Services, Financial Analysis, Financial Modeling, Bloomberg, Mutual Funds, Chickens, Fixed Income, Valuation, Equities, Asset Management, Fund Administration, Bonds, Options, Alternative Investments, Trading, Hedge Funds, Derivatives, Investments
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2000
Bachelor of Science (B.S.), Finance
University of Iowa 1996 — 1998
Bachelor of Science (B.S.), Finance
Sean Nossaman's ALPS, A DST Company Experience May 2014 - Present
Job at
Industry Financial Services
Experience
ALPS, A DST Company May 2014 - Present
ALPS, A DST Company March 2013 - May 2014
ALPS, A DST Company September 2012 - March 2013
ALPS, A DST Company August 2008 - September 2012
ALPS, A DST Company August 2007 - August 2008
Skills
Fund Accounting, Hedge Funds, Financial Reporting, Mutual Funds, Bloomberg, Accounting, Financial Accounting, Financial Analysis, Fund Administration, Alternative Investments, Investments, Securities
Education
University of Colorado at Denver 2001 — 2007
Bachelor of Science (BS), Finance/Management
ALPS, A DST Company May 2014 - Present
ALPS, A DST Company March 2013 - May 2014
ALPS, A DST Company September 2012 - March 2013
ALPS, A DST Company August 2008 - September 2012
ALPS, A DST Company August 2007 - August 2008
Skills
Fund Accounting, Hedge Funds, Financial Reporting, Mutual Funds, Bloomberg, Accounting, Financial Accounting, Financial Analysis, Fund Administration, Alternative Investments, Investments, Securities
Education
University of Colorado at Denver 2001 — 2007
Bachelor of Science (BS), Finance/Management
Christopher Mickelson's ALPS, A DST Company Experience April 2013 - Present
Job Financial Reporting Project Manager at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company April 2013 - Present
ALPS Fund Services October 2011 - April 2013
ALPS Fund Services May 2008 - September 2011
Lipper September 2007 - May 2008
JPMorgan Chase November 2005 - July 2007
Skills
Mutual Funds, Financial Analysis, Securities, Financial Reporting, Customer Service
Education
University of Colorado Denver 2012 — 2015
Master of Business Administration (MBA), Specializations in Marketing and Sustainability
The College of Wooster 2001 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics
ALPS, A DST Company April 2013 - Present
ALPS Fund Services October 2011 - April 2013
ALPS Fund Services May 2008 - September 2011
Lipper September 2007 - May 2008
JPMorgan Chase November 2005 - July 2007
Skills
Mutual Funds, Financial Analysis, Securities, Financial Reporting, Customer Service
Education
University of Colorado Denver 2012 — 2015
Master of Business Administration (MBA), Specializations in Marketing and Sustainability
The College of Wooster 2001 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics
Justin Noack's ALPS, A DST Company Experience February 2012 - October 2012
Job Technical Recruiter at Gunther Douglas
Industry Staffing and Recruiting
Experience
Gunther Douglas October 2014 - Present
VincentBenjamin February 2014 - September 2014
Modis October 2012 - February 2014
ALPS, A DST Company February 2012 - October 2012
ALPS, A DST Company July 2010 - February 2012
ALPS Fund Services, Inc. June 2009 - July 2010
Royal Bank of Scotland August 2007 - August 2008
Jackson National Life May 2007 - August 2007
Skills
Economics, Investments, Series 7, Customer Service, Banking, Closing Candidates, Financial Services, Marketing, Portfolio Management, Bloomberg, Data Analysis, Management, Equities, Technical Recruiting, Recruiting, Asset Management, Risk Management, Business Development, Microsoft Excel, Financial Modeling, Analysis, Finance, Business Strategy, Negotiation, Sourcing, Strategic Sourcing, Business Analysis, Screening Resumes, Mutual Funds, Interview Preparation, Resume Writing, IT Sourcing, IT Recruitment
Education
University of Colorado Boulder 2003 — 2007
BA, Economics, International Affairs
Universidad de Belgrano 2006 — 2006
Study Abroad in Argentina
Gunther Douglas October 2014 - Present
VincentBenjamin February 2014 - September 2014
Modis October 2012 - February 2014
ALPS, A DST Company February 2012 - October 2012
ALPS, A DST Company July 2010 - February 2012
ALPS Fund Services, Inc. June 2009 - July 2010
Royal Bank of Scotland August 2007 - August 2008
Jackson National Life May 2007 - August 2007
Skills
Economics, Investments, Series 7, Customer Service, Banking, Closing Candidates, Financial Services, Marketing, Portfolio Management, Bloomberg, Data Analysis, Management, Equities, Technical Recruiting, Recruiting, Asset Management, Risk Management, Business Development, Microsoft Excel, Financial Modeling, Analysis, Finance, Business Strategy, Negotiation, Sourcing, Strategic Sourcing, Business Analysis, Screening Resumes, Mutual Funds, Interview Preparation, Resume Writing, IT Sourcing, IT Recruitment
Education
University of Colorado Boulder 2003 — 2007
BA, Economics, International Affairs
Universidad de Belgrano 2006 — 2006
Study Abroad in Argentina
Simon Damberger's ALPS, A DST Company Experience April 2004 - Present
Job Senior Developer at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company April 2004 - Present
OneRain, Inc. 1999 - 2003
University of Colorado Boulder 1994 - 1994
Wolfram Research 1989 - 1989
Skills
Databases, Visual Studio, Object Oriented Design, Microsoft SQL Server, HTML, Visual Basic, C#, XML, SQL
Education
University of Colorado at Boulder 1992 — 1992
MCDB
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Math and Computer Science
ALPS, A DST Company April 2004 - Present
OneRain, Inc. 1999 - 2003
University of Colorado Boulder 1994 - 1994
Wolfram Research 1989 - 1989
Skills
Databases, Visual Studio, Object Oriented Design, Microsoft SQL Server, HTML, Visual Basic, C#, XML, SQL
Education
University of Colorado at Boulder 1992 — 1992
MCDB
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Math and Computer Science
David Glissmeyer's ALPS, A DST Company Experience April 2011 - December 2013
Job Tax Senior Associate at Eide Bailly LLP
Industry Accounting
Experience
Eide Bailly LLP December 2013 - Present
ALPS, A DST Company April 2011 - December 2013
ALPS Fund Services, Inc. September 2009 - April 2011
Deloitte Tax LLP June 2008 - August 2009
Centennial Bank September 2005 - August 2007
Skills
Tax Accounting, Accounting, Tax, Financial Accounting, Income Tax, Tax Preparation, General Ledger
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Masters of Science, Accountancy
Weber State University 2002 — 2007
Bachelor of Science, Accountancy
Eide Bailly LLP December 2013 - Present
ALPS, A DST Company April 2011 - December 2013
ALPS Fund Services, Inc. September 2009 - April 2011
Deloitte Tax LLP June 2008 - August 2009
Centennial Bank September 2005 - August 2007
Skills
Tax Accounting, Accounting, Tax, Financial Accounting, Income Tax, Tax Preparation, General Ledger
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Masters of Science, Accountancy
Weber State University 2002 — 2007
Bachelor of Science, Accountancy
Katie Burns's ALPS, A DST Company Experience April 2013 - Present
Job Assistant Vice President at ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company April 2013 - Present
Old Mutual Capital March 2010 - June 2012
Old Mutual Capital July 2006 - June 2012
PricewaterhouseCoopers August 1999 - July 2006
Skills
Mutual Funds, Asset Managment, Financial Services, Auditing, Accounting, SEC filings, Financial Reporting, Risk Management, Registered Investment..., Investment Advisor..., Finance
Education
St. Norbert College 1995 — 1999
BBA, Accounting
ALPS, A DST Company April 2013 - Present
Old Mutual Capital March 2010 - June 2012
Old Mutual Capital July 2006 - June 2012
PricewaterhouseCoopers August 1999 - July 2006
Skills
Mutual Funds, Asset Managment, Financial Services, Auditing, Accounting, SEC filings, Financial Reporting, Risk Management, Registered Investment..., Investment Advisor..., Finance
Education
St. Norbert College 1995 — 1999
BBA, Accounting
Emily Clark Wessels's ALPS, A DST Company Experience August 2014 - Present
Job Risk and Regulatory Team Lead at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 2014 - Present
ALPS, A DST Company October 2013 - August 2014
ALPS, A DST Company February 2013 - October 2013
ALPS Fund Services, Inc. 2011 - April 2013
ALPS Fund Services, Inc. July 2010 - September 2011
University of Colorado Foundation August 2008 - July 2010
Skills
Tax, Financial Reporting, Finance
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Business Administration, Finance
ALPS, A DST Company August 2014 - Present
ALPS, A DST Company October 2013 - August 2014
ALPS, A DST Company February 2013 - October 2013
ALPS Fund Services, Inc. 2011 - April 2013
ALPS Fund Services, Inc. July 2010 - September 2011
University of Colorado Foundation August 2008 - July 2010
Skills
Tax, Financial Reporting, Finance
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Business Administration, Finance
Ryan Mischker's ALPS, A DST Company Experience January 2014 - Present
Job Index Management
Industry Financial Services
Experience
ALPS, A DST Company January 2014 - Present
ALPS, A DST Company January 2012 - December 2013
ALPS, A DST Company January 2010 - December 2011
ALPS Fund Services, Inc. January 2008 - January 2010
ALPS, A DST Company January 2006 - December 2007
Skills
Risk Management, Financial Services, Financial Analysis, Mutual Funds, Finance, Analysis, Investments, Securities, Accounting, Equities
Education
University of Northern Colorado 1996 — 2000
Bachelor of Science (BS), Finance
ALPS, A DST Company January 2014 - Present
ALPS, A DST Company January 2012 - December 2013
ALPS, A DST Company January 2010 - December 2011
ALPS Fund Services, Inc. January 2008 - January 2010
ALPS, A DST Company January 2006 - December 2007
Skills
Risk Management, Financial Services, Financial Analysis, Mutual Funds, Finance, Analysis, Investments, Securities, Accounting, Equities
Education
University of Northern Colorado 1996 — 2000
Bachelor of Science (BS), Finance
Jason Eddington, Esq.'s ALPS, A DST Company Experience July 2014 - Present
Job ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company July 2014 - Present
Summit Investment Management November 2013 - July 2014
United States Department of Labor, Office of the Solicitor August 2012 - January 2013
Skills
Legal Writing, Corporate Law, Data Analysis, Market Research, Financial Modeling, Financial Analysis, Alternative Investments, Mutual Funds, Commodity Markets, ETFs, Commercial Real Estate, Fixed Income Analysis, Bankruptcy, Asset Allocation, Morningstar, Bloomberg, Research
Education
University of Colorado at Denver 2013 — 2015
Master's Degree, Finance and Financial Management Services
University of Denver - Sturm College of Law 2010 — 2013
Doctor of Law (J.D.), Commercial & International law
University of Colorado at Boulder 2006 — 2009
B.S. Political Science; Minor in Business Administration
ALPS, A DST Company July 2014 - Present
Summit Investment Management November 2013 - July 2014
United States Department of Labor, Office of the Solicitor August 2012 - January 2013
Skills
Legal Writing, Corporate Law, Data Analysis, Market Research, Financial Modeling, Financial Analysis, Alternative Investments, Mutual Funds, Commodity Markets, ETFs, Commercial Real Estate, Fixed Income Analysis, Bankruptcy, Asset Allocation, Morningstar, Bloomberg, Research
Education
University of Colorado at Denver 2013 — 2015
Master's Degree, Finance and Financial Management Services
University of Denver - Sturm College of Law 2010 — 2013
Doctor of Law (J.D.), Commercial & International law
University of Colorado at Boulder 2006 — 2009
B.S. Political Science; Minor in Business Administration
David Meyncke, CIMA's ALPS, A DST Company Experience October 2009 - Present
Job Senior Sales Executive, ALPS Portfolio Solutions Distributor, Inc.
Industry Capital Markets
Experience
ALPS, A DST Company October 2009 - Present
Revenue Shares/Phoenix Investment Partners/Prudential Financial February 2006 - October 2009
New York Life & MainStay Investments July 1998 - October 2005
J.W. Seligman July 1992 - July 1998
Registered Representative August 1982 - July 1992
Skills
Investments, Mutual Funds, Series 7, Financial Services, Portfolio Management, Securities, Alternative Investments, Wealth Management, Asset Allocation, Asset Management, ETFs, Fixed Income, Hedge Funds, Leadership, Management, Retirement Planning, Sales, Series 63
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Finance, General
University of Pennsylvania - The Wharton School 2004 — 2004
Sales, Distribution, and Marketing Operations, General
University of Pennsylvania - The Wharton School 1999 — 2000
Business Administration and Management, General
ALPS, A DST Company October 2009 - Present
Revenue Shares/Phoenix Investment Partners/Prudential Financial February 2006 - October 2009
New York Life & MainStay Investments July 1998 - October 2005
J.W. Seligman July 1992 - July 1998
Registered Representative August 1982 - July 1992
Skills
Investments, Mutual Funds, Series 7, Financial Services, Portfolio Management, Securities, Alternative Investments, Wealth Management, Asset Allocation, Asset Management, ETFs, Fixed Income, Hedge Funds, Leadership, Management, Retirement Planning, Sales, Series 63
Education
University of Pennsylvania - The Wharton School 2007 — 2007
Finance, General
University of Pennsylvania - The Wharton School 2004 — 2004
Sales, Distribution, and Marketing Operations, General
University of Pennsylvania - The Wharton School 1999 — 2000
Business Administration and Management, General
Chuck Martin, CIMA's ALPS, A DST Company Experience June 2014 - Present
Job Senior Sales Executive at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2014 - Present
MassMutual Financial Group November 2011 - October 2013
Realty Capital Securities September 2009 - September 2010
Prudential Financial June 2006 - October 2008
AXA Distributors October 1996 - June 2006
Skills
Wholesaling, Series 63, Series 7, Annuities, Mutual Funds, Series 24, CIMA, Wholesale, Investments, Fixed Annuities, Retirement, Retirement Planning, Series 65, Insurance, Alternative Investments, 401k Rollovers, Separately Managed..., Investment Management, Investment Advisory, Financial Services, Wealth Management, Leadership, Long Term Care Insurance, 401k, Strategic Financial..., Bonds, Series 6, Term Life Insurance, Wealth Management..., Financial Advisory, Uniform Combined State..., IRAs, Defined Benefit, FINRA, Pensions, Securities, Asset Management, Relationship Management, Variable Annuities, Long-term Care, ETFs, Financial Planners, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Life Insurance, Fixed Income, Estate Planning, Disability Insurance
Education
Wharton School of Business 2004 — 2004
CIMA
The University of Georgia 1981 — 1985
BS, Agricultural Economics
ALPS, A DST Company June 2014 - Present
MassMutual Financial Group November 2011 - October 2013
Realty Capital Securities September 2009 - September 2010
Prudential Financial June 2006 - October 2008
AXA Distributors October 1996 - June 2006
Skills
Wholesaling, Series 63, Series 7, Annuities, Mutual Funds, Series 24, CIMA, Wholesale, Investments, Fixed Annuities, Retirement, Retirement Planning, Series 65, Insurance, Alternative Investments, 401k Rollovers, Separately Managed..., Investment Management, Investment Advisory, Financial Services, Wealth Management, Leadership, Long Term Care Insurance, 401k, Strategic Financial..., Bonds, Series 6, Term Life Insurance, Wealth Management..., Financial Advisory, Uniform Combined State..., IRAs, Defined Benefit, FINRA, Pensions, Securities, Asset Management, Relationship Management, Variable Annuities, Long-term Care, ETFs, Financial Planners, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Life Insurance, Fixed Income, Estate Planning, Disability Insurance
Education
Wharton School of Business 2004 — 2004
CIMA
The University of Georgia 1981 — 1985
BS, Agricultural Economics
Aisha Hunt's ALPS, A DST Company Experience July 2014 - Present
Job General Counsel at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company July 2014 - Present
Dechert LLP October 2012 - June 2014
Skills
Hedge Funds, Alternative Investments, Investments, Mutual Funds, Investment Management, Securities Regulation, Asset Management, Risk Management, Financial Services, IPO, Financial Advisory, Securities, Private Placements, Legal Writing, Restructuring, Equities, Private Equity, Investment Advisory, Financial Regulation, Financial Structuring, Corporate Governance, Derivatives, Estate Planning, AML, Venture Capital, Corporate Law, Capital Markets, Mergers & Acquisitions, Structured Finance, FINRA, Funding, Joint Ventures, SEC, Licensing, Fund Of Funds, Leadership, Emerging Markets, Corporate Finance, Fixed Income, Due Diligence, Liquid Alternatives, Liquid Alts, Seeding Arrangements, Fund Reorganizations, Private to Registered..., Interval Funds, ETFs, Closed-end Funds, Series Trusts, Cross-border...
Education
Stanford Law School 1997 — 2000
J.D., Law
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1997
B.S., Business Administration
ALPS, A DST Company July 2014 - Present
Dechert LLP October 2012 - June 2014
Skills
Hedge Funds, Alternative Investments, Investments, Mutual Funds, Investment Management, Securities Regulation, Asset Management, Risk Management, Financial Services, IPO, Financial Advisory, Securities, Private Placements, Legal Writing, Restructuring, Equities, Private Equity, Investment Advisory, Financial Regulation, Financial Structuring, Corporate Governance, Derivatives, Estate Planning, AML, Venture Capital, Corporate Law, Capital Markets, Mergers & Acquisitions, Structured Finance, FINRA, Funding, Joint Ventures, SEC, Licensing, Fund Of Funds, Leadership, Emerging Markets, Corporate Finance, Fixed Income, Due Diligence, Liquid Alternatives, Liquid Alts, Seeding Arrangements, Fund Reorganizations, Private to Registered..., Interval Funds, ETFs, Closed-end Funds, Series Trusts, Cross-border...
Education
Stanford Law School 1997 — 2000
J.D., Law
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1997
B.S., Business Administration
Scot Daley's ALPS, A DST Company Experience May 2010 - May 2012
Job Financial Reporting Analyst at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS, A DST Company May 2010 - May 2012
ALPS, A DST Company July 2007 - May 2010
ALPS, A DST Company August 2006 - July 2007
The Benefit National Companies January 2002 - October 2003
United States Army Fort Carson, CO September 1999 - September 2001
Skills
Investments, Mutual Funds, Microsoft Excel, Tax, Financial Reporting, Accounting, Internal Controls, GAAP, Securities
Education
University of Colorado Denver
Bachelors Degree, Business Administration, Accounting
ALPS, A DST Company May 2010 - May 2012
ALPS, A DST Company July 2007 - May 2010
ALPS, A DST Company August 2006 - July 2007
The Benefit National Companies January 2002 - October 2003
United States Army Fort Carson, CO September 1999 - September 2001
Skills
Investments, Mutual Funds, Microsoft Excel, Tax, Financial Reporting, Accounting, Internal Controls, GAAP, Securities
Education
University of Colorado Denver
Bachelors Degree, Business Administration, Accounting
Kelsey Auble's ALPS, A DST Company Experience June 2014 - Present
Job Supervisor Alternative Investments at ALPS, A DST Company
Industry Accounting
Experience
ALPS, A DST Company June 2014 - Present
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (BS) Business Administration, Accounting
ALPS, A DST Company June 2014 - Present
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (BS) Business Administration, Accounting
Heather Jamison's ALPS, A DST Company Experience July 2007 - March 2008
Job New Buisness Associate at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2010 - Present
DST Systems April 2008 - October 2010
ALPS, A DST Company July 2007 - March 2008
DST Systems January 2005 - July 2007
Education
University of Kansas 2003 — 2007
Bachelor of Arts (B.A.), Political Science
New York Life Insurance Company October 2010 - Present
DST Systems April 2008 - October 2010
ALPS, A DST Company July 2007 - March 2008
DST Systems January 2005 - July 2007
Education
University of Kansas 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Charlie Rush's ALPS, A DST Company Experience 2013 - Present
Job Accountant
Industry Investment Management
Experience
ALPS, A DST Company 2013 - Present
Skills
Proficient in Microsoft..., Customer Service, Strong Analytical..., Project Management, Strategic Planning, Organization, Thrive in A Fast-paced..., Personable/Team Player
Education
University of Denver - Daniels College of Business
Bachelor's degree, Business Management, Business Ethics and Legal Studies (BELS)
ALPS, A DST Company 2013 - Present
Skills
Proficient in Microsoft..., Customer Service, Strong Analytical..., Project Management, Strategic Planning, Organization, Thrive in A Fast-paced..., Personable/Team Player
Education
University of Denver - Daniels College of Business
Bachelor's degree, Business Management, Business Ethics and Legal Studies (BELS)
Eric Wittrock's ALPS, A DST Company Experience March 2013 - August 2013
Job Investment Operations Analyst at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors September 2013 - Present
ALPS, A DST Company March 2013 - August 2013
ALPS, A DST Company May 2010 - March 2013
ALPS, A DST Company February 2008 - May 2010
ALPS, A DST Company October 2006 - February 2008
Education
University of Colorado at Denver
Bachelor of Science (B.S.), Business Administration, Management
Principal Global Investors September 2013 - Present
ALPS, A DST Company March 2013 - August 2013
ALPS, A DST Company May 2010 - March 2013
ALPS, A DST Company February 2008 - May 2010
ALPS, A DST Company October 2006 - February 2008
Education
University of Colorado at Denver
Bachelor of Science (B.S.), Business Administration, Management
Sean Rowe's ALPS, A DST Company Experience June 2014 - Present
Job Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2014 - Present
ALPS, A DST Company May 2011 - May 2014
University of Colorado August 2006 - April 2011
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Analysis, Financial Analysis, Business Analysis, Financial Reporting, Process Improvement, Accounting, Risk Management, Auditing, Budgets, Customer Service, Project Management, Financial Accounting, Access, PowerPoint, Management, Strategic Planning, Microsoft Word, Leadership
Education
University of Colorado Boulder 2006 — 2011
Bachelor's degree, Economics
ALPS, A DST Company June 2014 - Present
ALPS, A DST Company May 2011 - May 2014
University of Colorado August 2006 - April 2011
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Analysis, Financial Analysis, Business Analysis, Financial Reporting, Process Improvement, Accounting, Risk Management, Auditing, Budgets, Customer Service, Project Management, Financial Accounting, Access, PowerPoint, Management, Strategic Planning, Microsoft Word, Leadership
Education
University of Colorado Boulder 2006 — 2011
Bachelor's degree, Economics
Justin Evans's ALPS, A DST Company Experience March 2012 - Present
Job Business Analyst at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company March 2012 - Present
Starbucks May 2009 - March 2014
ALPS, A DST Company July 2011 - January 2012
MetLife August 2006 - November 2008
Skills
Analysis, Customer Service, Finance, Financial Services, Investments, Marketing, Microsoft Excel, Mutual Funds, Training, Business Analysis, Sales, PowerPoint, Financial Analysis, Management, Microsoft Office
Education
The George Washington University 2005 — 2006
Masters of Tourism Administration,, Concentration in Sports and Hospitality Management
The George Washington University 2000 — 2004
Bachelor of Business Administration (BBA), Dual Concentration in Finance and Sports Management
ALPS, A DST Company March 2012 - Present
Starbucks May 2009 - March 2014
ALPS, A DST Company July 2011 - January 2012
MetLife August 2006 - November 2008
Skills
Analysis, Customer Service, Finance, Financial Services, Investments, Marketing, Microsoft Excel, Mutual Funds, Training, Business Analysis, Sales, PowerPoint, Financial Analysis, Management, Microsoft Office
Education
The George Washington University 2005 — 2006
Masters of Tourism Administration,, Concentration in Sports and Hospitality Management
The George Washington University 2000 — 2004
Bachelor of Business Administration (BBA), Dual Concentration in Finance and Sports Management