ALPS Fund Services
Industry: Company
DescriptionFounded: 1985 Parent organization: ALPS Holdings, Inc. Subsidiaries: Kaufman Rossin Fund Services, LLC,
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ALPS Fund Services Employees
Employee
Years
Job
Industry
Kelsey Coffin Kelsey Coffin's ALPS Fund Services Experience June 2009 - August 2009
Job Senior Associate at Beacon Consulting Group
Industry Management Consulting
Experience
Beacon Consulting Group November 2011 - Present
Raindrop Partners LLC June 2011 - August 2011
ALPS Funds Services September 2009 - November 2010
ALPS Fund Services June 2009 - August 2009
Skills
Analysis, Financial Analysis, Management, Accounting, Strategic Planning, SDLC
Education
Daniels College of Business, University of Denver 2009 — 2011
MBA, FINANCE
Colorado State University
B.S, PSYCHOLOGY, Business Administration
Beacon Consulting Group November 2011 - Present
Raindrop Partners LLC June 2011 - August 2011
ALPS Funds Services September 2009 - November 2010
ALPS Fund Services June 2009 - August 2009
Skills
Analysis, Financial Analysis, Management, Accounting, Strategic Planning, SDLC
Education
Daniels College of Business, University of Denver 2009 — 2011
MBA, FINANCE
Colorado State University
B.S, PSYCHOLOGY, Business Administration
Paula Bailey, MBA, PHR Paula Bailey, MBA, PHR's ALPS Fund Services Experience 2008 - 2008
Job System Administrator
Industry Health, Wellness and Fitness
Experience
DaVita October 2011 - Present
Colorado Rush RFC February 2014 - Present
Glendale Rugby 2008 - May 2013
DaVita May 2011 - October 2011
DaVita January 2009 - May 2011
ALPS Fund Services 2008 - 2008
University of Colorado Hospital 2003 - 2008
Skills
Healthcare, Strategic Planning, Coaching, Human Resources, Applicant Tracking..., Taleo, Recruiting, Process Improvement, Onboarding, HRIS, Talent Acquisition, Deferred Compensation, Research, Vendor Management, Employee Benefits, Program Management, Training, Sales, Employee Relations, Talent Management
Education
Regis University 2008 — 2010
MBA, Business Administration and Management, General
University of Louisville 1999 — 2003
BA, Psychology
DaVita October 2011 - Present
Colorado Rush RFC February 2014 - Present
Glendale Rugby 2008 - May 2013
DaVita May 2011 - October 2011
DaVita January 2009 - May 2011
ALPS Fund Services 2008 - 2008
University of Colorado Hospital 2003 - 2008
Skills
Healthcare, Strategic Planning, Coaching, Human Resources, Applicant Tracking..., Taleo, Recruiting, Process Improvement, Onboarding, HRIS, Talent Acquisition, Deferred Compensation, Research, Vendor Management, Employee Benefits, Program Management, Training, Sales, Employee Relations, Talent Management
Education
Regis University 2008 — 2010
MBA, Business Administration and Management, General
University of Louisville 1999 — 2003
BA, Psychology
Nathan Hindman Nathan Hindman's ALPS Fund Services Experience 2007 - 2008
Job Photographer at Inspirato with American Express
Industry Graphic Design
Experience
Inspirato with American Express March 2011 - Present
Sagen Media January 2009 - Present
Pangaea Expeditions January 2002 - Present
Inspirato 2011 - 2014
Inspirato 2011 - 2014
ALPS Fund Services 2007 - 2008
Wiesner Custom Publishing 2007 - 2007
Denver Newspaper Agency June 2000 - December 2001
WholePeople.com 1999 - 2000
Kinko's 1997 - 1999
Skills
Marketing, Web Design, Graphic Design, Creative Direction, Art Direction, Photography, Corporate Branding, Copywriting, Adobe Creative Suite, InDesign, Brochures, Web Development, Graphics, Digital Photography
Education
The University of Texas at Dallas 1994 — 1997
Inspirato with American Express March 2011 - Present
Sagen Media January 2009 - Present
Pangaea Expeditions January 2002 - Present
Inspirato 2011 - 2014
Inspirato 2011 - 2014
ALPS Fund Services 2007 - 2008
Wiesner Custom Publishing 2007 - 2007
Denver Newspaper Agency June 2000 - December 2001
WholePeople.com 1999 - 2000
Kinko's 1997 - 1999
Skills
Marketing, Web Design, Graphic Design, Creative Direction, Art Direction, Photography, Corporate Branding, Copywriting, Adobe Creative Suite, InDesign, Brochures, Web Development, Graphics, Digital Photography
Education
The University of Texas at Dallas 1994 — 1997
Erich Rettinger Erich Rettinger's ALPS Fund Services Experience August 2007 - February 2010
Job Fund Controller at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS, A DST Company August 2013 - Present
ALPS Fund Services, Inc. October 2011 - August 2013
ALPS Fund Services, Inc. June 2010 - October 2011
ALPS Fund Services, Inc. February 2010 - July 2010
Alps Fund Services August 2007 - February 2010
Skills
Fund Accounting, Mutual Funds, Bloomberg, Investments, Equities, Alternative Investments, Hedge Funds, Financial Analysis, Corporate Finance, Financial Reporting, Accounting, Securities, Financial Accounting, Bloomberg Terminal, Morningstar, Microsoft Excel, Portfolio Management, Fixed Income, Fund Of Funds, Financial Modeling
Education
Metropolitan State College of Denver 2010 — 2011
Minor, Accounting
Colorado State University 2003 — 2007
BS, Business Administration; Financial Investment Analysis
ALPS, A DST Company August 2013 - Present
ALPS Fund Services, Inc. October 2011 - August 2013
ALPS Fund Services, Inc. June 2010 - October 2011
ALPS Fund Services, Inc. February 2010 - July 2010
Alps Fund Services August 2007 - February 2010
Skills
Fund Accounting, Mutual Funds, Bloomberg, Investments, Equities, Alternative Investments, Hedge Funds, Financial Analysis, Corporate Finance, Financial Reporting, Accounting, Securities, Financial Accounting, Bloomberg Terminal, Morningstar, Microsoft Excel, Portfolio Management, Fixed Income, Fund Of Funds, Financial Modeling
Education
Metropolitan State College of Denver 2010 — 2011
Minor, Accounting
Colorado State University 2003 — 2007
BS, Business Administration; Financial Investment Analysis
Stefanie Metcalf Stefanie Metcalf's ALPS Fund Services Experience June 2007 - December 2007
Job Manager at D1 Sports Training
Industry Sports
Experience
D1 Sports Training June 2013 - Present
Health Coach July 2012 - Present
Self 2012 - Present
lululemon athletica November 2012 - July 2013
CrossFit 719 October 2012 - July 2013
CrossFit Soco May 2010 - February 2013
USA Hockey January 2009 - May 2011
USA Hockey January 2008 - May 2011
ALPS Fund Services June 2007 - December 2007
ALPS Fund Services, Inc. March 2006 - December 2007
Skills
Excel, PowerPoint, Word, Microsoft Office, Social Media, Event Management, Event Planning, Special Events, Fitness, Sports Nutrition, Budgeting, Marketing Strategy, Sports, Sports Management, Corporate Finance, Nutrition Consulting, Travel Planning, Travel, Microsoft Excel, Sponsorship, Public Relations, Facebook, Microsoft Word, Budgets, Customer Service, Nutrition, Leadership, Social Media Marketing, Marketing, Coaching, Entrepreneurship, Management
Education
Hawthorn University 2012 — 2015
Masters of Science, Foods, Nutrition, and Wellness Studies, General
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Finance, Entrepreneurship
Semester at Sea 2004 — 2004
D1 Sports Training June 2013 - Present
Health Coach July 2012 - Present
Self 2012 - Present
lululemon athletica November 2012 - July 2013
CrossFit 719 October 2012 - July 2013
CrossFit Soco May 2010 - February 2013
USA Hockey January 2009 - May 2011
USA Hockey January 2008 - May 2011
ALPS Fund Services June 2007 - December 2007
ALPS Fund Services, Inc. March 2006 - December 2007
Skills
Excel, PowerPoint, Word, Microsoft Office, Social Media, Event Management, Event Planning, Special Events, Fitness, Sports Nutrition, Budgeting, Marketing Strategy, Sports, Sports Management, Corporate Finance, Nutrition Consulting, Travel Planning, Travel, Microsoft Excel, Sponsorship, Public Relations, Facebook, Microsoft Word, Budgets, Customer Service, Nutrition, Leadership, Social Media Marketing, Marketing, Coaching, Entrepreneurship, Management
Education
Hawthorn University 2012 — 2015
Masters of Science, Foods, Nutrition, and Wellness Studies, General
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
Finance, Entrepreneurship
Semester at Sea 2004 — 2004
Mark Kiniry's ALPS Fund Services Experience November 2013 - Present
Job Senior Vice President, ALPS Portfolio Solutions
Industry Financial Services
Experience
ALPS Fund Services November 2013 - Present
Alps 2007 - 2013
Old Mutual Financial Network 2007 - 2008
Old Mutual Capital 2007 - 2007
Delaware Investments 2004 - 2007
Lincoln Financial Distributors 2000 - 2007
Pioneer Investments 1997 - 2000
Moseley 1982 - 1987
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Leadership, Retirement Planning, Sales, Securities, Wealth Management, Asset Management, Finance, Financial Services, Investments, Relationship Management, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Sales Organization..., ETFs, Series 24
Education
The University of Connecticut 1978 — 1982
Bachelor of Science, Biology, General
ALPS Fund Services November 2013 - Present
Alps 2007 - 2013
Old Mutual Financial Network 2007 - 2008
Old Mutual Capital 2007 - 2007
Delaware Investments 2004 - 2007
Lincoln Financial Distributors 2000 - 2007
Pioneer Investments 1997 - 2000
Moseley 1982 - 1987
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Leadership, Retirement Planning, Sales, Securities, Wealth Management, Asset Management, Finance, Financial Services, Investments, Relationship Management, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Sales Organization..., ETFs, Series 24
Education
The University of Connecticut 1978 — 1982
Bachelor of Science, Biology, General
Derek Mullins's ALPS Fund Services Experience June 1996 - November 2004
Job Controller at Arrowpoint Partners
Industry Investment Management
Experience
Arrowpoint Partners June 2009 - Present
Black Creek Capital November 2004 - June 2009
Dividend Capital November 2004 - June 2009
ALPS Fund Services June 1996 - November 2004
ALPS 1996 - 2004
Skills
Alternative Investments, Mutual Funds, Financial Reporting, Fund Administration, SEC filings, Valuation, Fund Accounting, Hedge Funds, Asset Management
Education
University of Colorado Denver 1998 — 2002
MS, Finance
University of Colorado Boulder 1992 — 1996
B.S., Finance
Arrowpoint Partners June 2009 - Present
Black Creek Capital November 2004 - June 2009
Dividend Capital November 2004 - June 2009
ALPS Fund Services June 1996 - November 2004
ALPS 1996 - 2004
Skills
Alternative Investments, Mutual Funds, Financial Reporting, Fund Administration, SEC filings, Valuation, Fund Accounting, Hedge Funds, Asset Management
Education
University of Colorado Denver 1998 — 2002
MS, Finance
University of Colorado Boulder 1992 — 1996
B.S., Finance
Christopher Mickelson's ALPS Fund Services Experience October 2011 - April 2013
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
Beth Gilligan's ALPS Fund Services Experience 2001 - 2003
Job Account Manager at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services AccountantJanus Capital Group2003 - 2004
Alps Fund Services 2001 - 2003
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance
Citco Fund Services AccountantJanus Capital Group2003 - 2004
Alps Fund Services 2001 - 2003
Education
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Finance
Genevieve Chaffee, CPA's ALPS Fund Services Experience September 2001 - Present
Job AVP, Manager Fund Accounting
Industry Financial Services
Experience
ALPS Fund Services September 2001 - Present
Skills
Fund Accounting, Mutual Funds, Bloomberg, Securities, Asset Management
Education
University of Northern Colorado
Business, Accounting
ALPS Fund Services September 2001 - Present
Skills
Fund Accounting, Mutual Funds, Bloomberg, Securities, Asset Management
Education
University of Northern Colorado
Business, Accounting
H. Van Than, MBA's ALPS Fund Services Experience July 2006 - April 2007
Job Senior Financial Analyst at IMI Precision Engineering
Industry Financial Services
Experience
IMI Precision Engineering 2015 - Present
IMI Precision Engineering 2013 - 2015
Dish Network June 2010 - June 2013
Old Mutual Capital April 2007 - December 2009
Alps Fund Services July 2006 - April 2007
Janus Capital Group April 2003 - July 2006
Skills
Investments, Budgets, Financial Statements, Accounting, Auditing, SEC filings, Forecasting, Financial Reporting, Analysis
Education
University of Colorado
Bachelors of Science, Finance
Regis University
Masters of Business Administration, Accounting and Finance 2006
IMI Precision Engineering 2015 - Present
IMI Precision Engineering 2013 - 2015
Dish Network June 2010 - June 2013
Old Mutual Capital April 2007 - December 2009
Alps Fund Services July 2006 - April 2007
Janus Capital Group April 2003 - July 2006
Skills
Investments, Budgets, Financial Statements, Accounting, Auditing, SEC filings, Forecasting, Financial Reporting, Analysis
Education
University of Colorado
Bachelors of Science, Finance
Regis University
Masters of Business Administration, Accounting and Finance 2006
Phil Perrone's ALPS Fund Services Experience April 2007 - September 2010
Job Exam Manager at U.S. Securities and Exchange Commission
Industry Financial Services
Experience
U.S. Securities and Exchange Commission October 2010 - Present
ALPS Fund Services April 2007 - September 2010
Dividend Capital Investments January 2004 - April 2007
OppenheimerFunds October 1997 - January 2004
FINRA (Formally National Association of Securities Dealers) July 1989 - October 1997
Kidder Peabody & Co. May 1982 - July 1989
Skills
Internal Audit, Securities, Mutual Funds, Internal Controls, Hedge Funds, ETFs, Investments, Risk Management, Financial Risk, Series 63, Portfolio Management, Alternative Investments, Broker-Dealer, Trading, Series 7, Due Diligence, Equities, Fixed Income, Asset Management, Auditing, Bloomberg, Series 24, AML, Financial Services, FINRA, Investment Advisory
Education
Regis University
BS, Finance
U.S. Securities and Exchange Commission October 2010 - Present
ALPS Fund Services April 2007 - September 2010
Dividend Capital Investments January 2004 - April 2007
OppenheimerFunds October 1997 - January 2004
FINRA (Formally National Association of Securities Dealers) July 1989 - October 1997
Kidder Peabody & Co. May 1982 - July 1989
Skills
Internal Audit, Securities, Mutual Funds, Internal Controls, Hedge Funds, ETFs, Investments, Risk Management, Financial Risk, Series 63, Portfolio Management, Alternative Investments, Broker-Dealer, Trading, Series 7, Due Diligence, Equities, Fixed Income, Asset Management, Auditing, Bloomberg, Series 24, AML, Financial Services, FINRA, Investment Advisory
Education
Regis University
BS, Finance
Heather Haberle's ALPS Fund Services Experience October 2009 - May 2010
Job Investment Writer/Communications Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab May 2010 - June 2014
Alps Fund Services October 2009 - May 2010
Skills
Series 7, Mutual Funds, Mathematics, Trading, Securities, Investments, Financial Analysis, Financial Reporting, Fund Accounting, Asset Managment, Series 63, Budgets, Accounting
Education
Gonzaga University 2004 — 2008
B.A, Business Administration (Law and Public Policy)
Gonzaga University 2004 — 2008
B.A, Mathematics
Albuquerque Academy 2000 — 2004
Charles Schwab July 2014 - Present
Charles Schwab May 2010 - June 2014
Alps Fund Services October 2009 - May 2010
Skills
Series 7, Mutual Funds, Mathematics, Trading, Securities, Investments, Financial Analysis, Financial Reporting, Fund Accounting, Asset Managment, Series 63, Budgets, Accounting
Education
Gonzaga University 2004 — 2008
B.A, Business Administration (Law and Public Policy)
Gonzaga University 2004 — 2008
B.A, Mathematics
Albuquerque Academy 2000 — 2004
Josh Eihausen's ALPS Fund Services Experience July 2009 - February 2012
Job Senior Regulatory Compliance Principal at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company May 2014 - Present
ALPS Fund Services, Inc. February 2012 - May 2014
ALPS Fund Services July 2009 - February 2012
ALPS Fund Services, Inc. December 2007 - July 2009
ALPS Fund Services, Inc. July 2007 - December 2007
Skills
Investments, Mutual Funds, Corporate Finance, Customer Relations, Compliance, Securities, Financial Analysis, Financial Services, Management, Auditing, Risk Management
Education
University of Denver - Sturm College of Law 2013 — 2016
Doctor of Law (JD), Corporate/Commercial Law
Colorado State University 2003 — 2007
Bachelor of Science, Business Administration, Corporate Finance Emphasis
ALPS, A DST Company May 2014 - Present
ALPS Fund Services, Inc. February 2012 - May 2014
ALPS Fund Services July 2009 - February 2012
ALPS Fund Services, Inc. December 2007 - July 2009
ALPS Fund Services, Inc. July 2007 - December 2007
Skills
Investments, Mutual Funds, Corporate Finance, Customer Relations, Compliance, Securities, Financial Analysis, Financial Services, Management, Auditing, Risk Management
Education
University of Denver - Sturm College of Law 2013 — 2016
Doctor of Law (JD), Corporate/Commercial Law
Colorado State University 2003 — 2007
Bachelor of Science, Business Administration, Corporate Finance Emphasis
Melinda O'Brien's ALPS Fund Services Experience June 2011 - November 2012
Job Property Manager at Woodspear Properties
Industry Real Estate
Experience
Woodspear Properties September 2014 - Present
CBRE March 2014 - August 2014
CBRE November 2013 - March 2014
CBRE November 2012 - November 2013
ALPS Fund Services June 2011 - November 2012
Mapleton Real Estate Group January 2011 - May 2011
UBS December 2010 - May 2011
Clifton Gunderson LLP May 2009 - July 2009
Skills
Auditing, Analysis, Financial Analysis, Accounting, Time Management, Financial Statements, Financial Modeling, Property Management, Financial Reporting, Finance, Bloomberg, Financial Accounting, Real Estate, Variance Analysis, General Ledger, Accounts Receivable, Managerial Finance, Lease Administration, Account Reconciliation, QuickBooks, Invoicing, Journal Entries, Team Management, Business Process, Budgets, Data Analysis, Fund Accounting, Forecasting, Valuation, Tax, Securities, Investments, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Leases, Customer Service, Leadership, Financial Services, Accounts Payable, Internal Audit, Sarbanes-Oxley Act, Cash Flow, Accruals, Mutual Funds, GAAP, Project Management, Tenant
Education
University of Denver 2013 — 2015
Master of Business Administration (MBA), Real Estate and Construction Management.
University of Colorado Boulder 2006 — 2011
BA in Accounting and Finance and a Certificate in Real Estate, Accounting, Finance and Real Estate
Woodspear Properties September 2014 - Present
CBRE March 2014 - August 2014
CBRE November 2013 - March 2014
CBRE November 2012 - November 2013
ALPS Fund Services June 2011 - November 2012
Mapleton Real Estate Group January 2011 - May 2011
UBS December 2010 - May 2011
Clifton Gunderson LLP May 2009 - July 2009
Skills
Auditing, Analysis, Financial Analysis, Accounting, Time Management, Financial Statements, Financial Modeling, Property Management, Financial Reporting, Finance, Bloomberg, Financial Accounting, Real Estate, Variance Analysis, General Ledger, Accounts Receivable, Managerial Finance, Lease Administration, Account Reconciliation, QuickBooks, Invoicing, Journal Entries, Team Management, Business Process, Budgets, Data Analysis, Fund Accounting, Forecasting, Valuation, Tax, Securities, Investments, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Leases, Customer Service, Leadership, Financial Services, Accounts Payable, Internal Audit, Sarbanes-Oxley Act, Cash Flow, Accruals, Mutual Funds, GAAP, Project Management, Tenant
Education
University of Denver 2013 — 2015
Master of Business Administration (MBA), Real Estate and Construction Management.
University of Colorado Boulder 2006 — 2011
BA in Accounting and Finance and a Certificate in Real Estate, Accounting, Finance and Real Estate
Sarah DeFries's ALPS Fund Services Experience September 2011 - May 2014
Job Contract Manager
Industry Legal Services
Experience
BOE Midstream, LLC August 2014 - Present
ALPS Fund Services September 2011 - May 2014
Aspect Energy, LLC August 2007 - July 2011
Archstone Smith August 2004 - December 2006
Invesco Funds Group August 1999 - November 2003
Skills
Due Diligence, Corporate Law, Contract Negotiation
Education
Denver Paralegal Institute 2003 — 2004
paralegal certificate, paralegal studies
University of Colorado Boulder 1995 — 1999
B.A., History
National Contract Management Association
Certification, Contract Management Certified Professional
BOE Midstream, LLC August 2014 - Present
ALPS Fund Services September 2011 - May 2014
Aspect Energy, LLC August 2007 - July 2011
Archstone Smith August 2004 - December 2006
Invesco Funds Group August 1999 - November 2003
Skills
Due Diligence, Corporate Law, Contract Negotiation
Education
Denver Paralegal Institute 2003 — 2004
paralegal certificate, paralegal studies
University of Colorado Boulder 1995 — 1999
B.A., History
National Contract Management Association
Certification, Contract Management Certified Professional
Sean Golin's ALPS Fund Services Experience January 2008 - August 2009
Job Senior Financial Analyst at Apple
Industry Consumer Electronics
Experience
Apple April 2013 - Present
Cisco Systems October 2011 - March 2013
Bandon Capital Management June 2010 - August 2010
ALPS Fund Services January 2008 - August 2009
ALPS Fund Services June 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Microsoft Excel
Education
University of Oregon 2009 — 2011
MBA, Business Administration - Finance
Colorado State University 2003 — 2007
BS, Business Administration - Finance
Apple April 2013 - Present
Cisco Systems October 2011 - March 2013
Bandon Capital Management June 2010 - August 2010
ALPS Fund Services January 2008 - August 2009
ALPS Fund Services June 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Microsoft Excel
Education
University of Oregon 2009 — 2011
MBA, Business Administration - Finance
Colorado State University 2003 — 2007
BS, Business Administration - Finance
Matt Muirbrook's ALPS Fund Services Experience December 2009 - March 2013
Job Implementation Analyst at Empower Retirement
Industry Financial Services
Experience
Empower Retirement April 2013 - Present
Alps Fund Services December 2009 - March 2013
Alps Fund Services July 2007 - November 2009
AIM Investments September 2003 - November 2005
Skills
Mutual Funds, Finance, Financial Services, Securities, Series 6, Investments, Bloomberg, Equities, Financial Analysis, Financial Reporting, Customer Service, Business Analysis, Risk Management, Trading, 401k, Qualified Retirement..., Retirement Planning, college track and field, Sports
Education
University of Colorado 2001 — 2003
Bachelors Degree, 2003; Communication
Saddleback College 1998 — 2000
University of Colorado
Bachelors Degree, Communication
Empower Retirement April 2013 - Present
Alps Fund Services December 2009 - March 2013
Alps Fund Services July 2007 - November 2009
AIM Investments September 2003 - November 2005
Skills
Mutual Funds, Finance, Financial Services, Securities, Series 6, Investments, Bloomberg, Equities, Financial Analysis, Financial Reporting, Customer Service, Business Analysis, Risk Management, Trading, 401k, Qualified Retirement..., Retirement Planning, college track and field, Sports
Education
University of Colorado 2001 — 2003
Bachelors Degree, 2003; Communication
Saddleback College 1998 — 2000
University of Colorado
Bachelors Degree, Communication
Adam Ramunno's ALPS Fund Services Experience April 2013 - February 2015
Job Staff Accountant at St. Clair Hospital
Industry Accounting
Experience
St. Clair Hospital March 2015 - Present
ALPS Fund Services April 2013 - February 2015
Heritage Valley Health System July 2010 - August 2010
Skills
- Analytical Thinking, - Management, - Customer Relations, - Research, - Business Writing, - Marketing/Public..., - Ethical Leadership
Education
Point Park University 2011 — 2012
Master's degree, Business Administration and Management, General, GPA: 3.8
Penn State University 2008 — 2010
Bachelor of Arts (B.A.), Business/Corporate Communications, GPA: 3.53
Community College of Allegheny County 2004 — 2006
Associate of Science (A.S.), Applied Science, GPA: 3.8
St. Clair Hospital March 2015 - Present
ALPS Fund Services April 2013 - February 2015
Heritage Valley Health System July 2010 - August 2010
Skills
- Analytical Thinking, - Management, - Customer Relations, - Research, - Business Writing, - Marketing/Public..., - Ethical Leadership
Education
Point Park University 2011 — 2012
Master's degree, Business Administration and Management, General, GPA: 3.8
Penn State University 2008 — 2010
Bachelor of Arts (B.A.), Business/Corporate Communications, GPA: 3.53
Community College of Allegheny County 2004 — 2006
Associate of Science (A.S.), Applied Science, GPA: 3.8
Kelly Wedding's ALPS Fund Services Experience December 2013 - Present
Job Supervisor, Fund Accounting at ALPS Fund Services
Industry Financial Services
Experience
ALPS Fund Services December 2013 - Present
Brown Brothers Harriman October 2008 - February 2013
OppenheimerFunds July 2005 - October 2008
Education
Colorado Mesa University 2001 — 2005
Bachelor's degree, Finance, General
ALPS Fund Services December 2013 - Present
Brown Brothers Harriman October 2008 - February 2013
OppenheimerFunds July 2005 - October 2008
Education
Colorado Mesa University 2001 — 2005
Bachelor's degree, Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY