ALPS Fund Services, Inc.
Industry: Company
DescriptionFounded: 1985 Parent organization: ALPS Holdings, Inc. Subsidiaries: Kaufman Rossin Fund Services, LLC,
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ALPS Fund Services, Inc. Employees
Employee
Years
Job
Industry
Rhonda Mills Rhonda Mills's ALPS Fund Services, Inc. Experience November 2011 - July 2014
Job Attorney
Industry Financial Services
Experience
Transamerica August 2014 - Present
ALPS Fund Services, Inc. November 2011 - July 2014
Mills Law, LLC January 2010 - November 2011
Old Mutual Capital June 2006 - December 2009
Great-West Life and Annuity Insurance Company 2004 - 2006
J.D. Edwards April 2000 - October 2003
Skills
Asset Management, Alternative Investments, Securities, Securities Regulation, Mutual Funds, Due Diligence, FINRA, Equities, Series 7, Financial Services
Education
New England Law Boston 1990 — 1993
Juris Doctor, Law
University of Northern Colorado 1984 — 1988
Pre-Professional Psychology, Psychology
New England Law Boston
New England Law Boston
Transamerica August 2014 - Present
ALPS Fund Services, Inc. November 2011 - July 2014
Mills Law, LLC January 2010 - November 2011
Old Mutual Capital June 2006 - December 2009
Great-West Life and Annuity Insurance Company 2004 - 2006
J.D. Edwards April 2000 - October 2003
Skills
Asset Management, Alternative Investments, Securities, Securities Regulation, Mutual Funds, Due Diligence, FINRA, Equities, Series 7, Financial Services
Education
New England Law Boston 1990 — 1993
Juris Doctor, Law
University of Northern Colorado 1984 — 1988
Pre-Professional Psychology, Psychology
New England Law Boston
New England Law Boston
Corey Wertz Corey Wertz's ALPS Fund Services, Inc. Experience September 2011 - June 2013
Job Stock Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2013 - Present
ALPS Fund Services, Inc. September 2011 - June 2013
Intuit October 2010 - September 2011
Hanger Orthopedic Group April 2009 - May 2010
Key Equipment Finance March 2008 - May 2009
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Investments, Finance, Financial Modeling, Accounting, Social Media, Series 63, Research, Corporate Finance, Event Planning, Sales, Forecasting, Budgets, Public Speaking, Outlook
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance
Charles Schwab June 2013 - Present
ALPS Fund Services, Inc. September 2011 - June 2013
Intuit October 2010 - September 2011
Hanger Orthopedic Group April 2009 - May 2010
Key Equipment Finance March 2008 - May 2009
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Investments, Finance, Financial Modeling, Accounting, Social Media, Series 63, Research, Corporate Finance, Event Planning, Sales, Forecasting, Budgets, Public Speaking, Outlook
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance
Jeffery Swope's ALPS Fund Services, Inc. Experience September 2007 - October 2008
Job .Net Developer
Industry Computer Software
Experience
Scytec Consulting Inc. August 2015 - Present
Globus family of brands June 2014 - July 2015
Compri Consulting April 2014 - May 2014
Insight Global September 2013 - February 2014
Blueberry Systems June 2011 - August 2013
AgriData November 2010 - June 2011
Lender Processing Services, Inc. (LPS) December 2008 - August 2010
FIS-LPS December 2008 - August 2010
ALPS Fund Services, Inc. September 2007 - October 2008
Gaiam August 2007 - August 2007
Skills
Visual Studio, SQL Server, C#, VB.NET, T-SQL, TFS, XML, Web Services, .NET, ASP.NET, SSRS, HTML, Agile, Scrum, OOP, SOAP, WinForms, Web Development, SQL Injection, XSS, Reflection, Design Patterns, TeamCity, XPath, ReSharper, MVC, MSMQ, JavaScript, NUnit, Object Oriented Design, Application Development, CSS, Multithreading, Citrix, WiX, RedGate, Windows Services, SharePoint, jQuery, Subversion, WCF, IIS, ADO.NET, JSON, DHTML, XHTML, AJAX, SDLC, Continuous Integration, SSIS
Education
The University of North Dakota 1986 — 1990
BS, Computer Science
G.F. Central
Scytec Consulting Inc. August 2015 - Present
Globus family of brands June 2014 - July 2015
Compri Consulting April 2014 - May 2014
Insight Global September 2013 - February 2014
Blueberry Systems June 2011 - August 2013
AgriData November 2010 - June 2011
Lender Processing Services, Inc. (LPS) December 2008 - August 2010
FIS-LPS December 2008 - August 2010
ALPS Fund Services, Inc. September 2007 - October 2008
Gaiam August 2007 - August 2007
Skills
Visual Studio, SQL Server, C#, VB.NET, T-SQL, TFS, XML, Web Services, .NET, ASP.NET, SSRS, HTML, Agile, Scrum, OOP, SOAP, WinForms, Web Development, SQL Injection, XSS, Reflection, Design Patterns, TeamCity, XPath, ReSharper, MVC, MSMQ, JavaScript, NUnit, Object Oriented Design, Application Development, CSS, Multithreading, Citrix, WiX, RedGate, Windows Services, SharePoint, jQuery, Subversion, WCF, IIS, ADO.NET, JSON, DHTML, XHTML, AJAX, SDLC, Continuous Integration, SSIS
Education
The University of North Dakota 1986 — 1990
BS, Computer Science
G.F. Central
Christine Coleman, Allied ASID, AKBD Christine Coleman, Allied ASID, AKBD's ALPS Fund Services, Inc. Experience July 1993 - November 1999
Job Principal Designer & Owner, The Design Box Interior Design, LLC
Industry Design
Experience
The Design Box Interior Design, LLC January 2010 - Present
Glossy Design December 2007 - Present
ICON Advisers, Inc. July 2006 - December 2007
Jackson National Life May 2003 - June 2006
Berger Financial Group November 1999 - April 2003
ALPS Fund Services, Inc. July 1993 - November 1999
Skills
Interior Design, Space-planning, Graphic Design, Furniture, Art, Creative Direction, Marketing Strategy, Lighting Design, Space planning, Graphics, Sketching, Commercial Design, Layout, Rendering, Brochures, Window Treatments, Advertising, Drawing, Concept Design, Floor Plans, FF&E, Interior Architecture, Furnishings, Finish, Draperies, Kitchen & Bath Design, Color Schemes, Elevations, Finish Selections, Retail Design, Universal Design, Window Coverings, Custom Furniture, Hand Drafting, Residential Design, Accessorizing, 20/20 Design, Blinds, Bedding, Home Accessories, Concept Development, Fabric Selection, Upholstery, Area Rugs, Home Staging, Design Research, Cabinetry, Architectural Drawings, SketchUp, Aging in Place
Education
Arapahoe Community College
Associate of Applied Science, Interior Design
Colorado State University
Bachelor of Science, Textiles and Clothing, Merchandising
The Design Box Interior Design, LLC January 2010 - Present
Glossy Design December 2007 - Present
ICON Advisers, Inc. July 2006 - December 2007
Jackson National Life May 2003 - June 2006
Berger Financial Group November 1999 - April 2003
ALPS Fund Services, Inc. July 1993 - November 1999
Skills
Interior Design, Space-planning, Graphic Design, Furniture, Art, Creative Direction, Marketing Strategy, Lighting Design, Space planning, Graphics, Sketching, Commercial Design, Layout, Rendering, Brochures, Window Treatments, Advertising, Drawing, Concept Design, Floor Plans, FF&E, Interior Architecture, Furnishings, Finish, Draperies, Kitchen & Bath Design, Color Schemes, Elevations, Finish Selections, Retail Design, Universal Design, Window Coverings, Custom Furniture, Hand Drafting, Residential Design, Accessorizing, 20/20 Design, Blinds, Bedding, Home Accessories, Concept Development, Fabric Selection, Upholstery, Area Rugs, Home Staging, Design Research, Cabinetry, Architectural Drawings, SketchUp, Aging in Place
Education
Arapahoe Community College
Associate of Applied Science, Interior Design
Colorado State University
Bachelor of Science, Textiles and Clothing, Merchandising
Nathan Neff Nathan Neff's ALPS Fund Services, Inc. Experience 2007 - 2011
Job Accountant at Dish Network
Industry Financial Services
Experience
Dish Network August 2012 - Present
ALPS Fund Services, Inc. 2007 - 2011
Great-West Life and Annuity Insurance Company September 2005 - September 2007
Republic Financial Corporation November 2003 - September 2005
Invesco Aim September 1999 - October 2003
Skills
Microsoft Office, PAM, MFACT, Word, PowerPoint, Financial Reporting, Cash Management, Process Improvement, Finance, Management, Account Reconciliation, Microsoft Word, Financial Analysis, Mutual Funds, Bloomberg, Fund Accounting, Financial Modeling, Securities, Financial Accounting, SEC filings, Accounting
Education
University of Colorado at Denver 2001 — 2004
Masters, Finance
Metropolitan State College of Denver 1994 — 1998
Bachelors, Finance
Ponderosa High School
Dish Network August 2012 - Present
ALPS Fund Services, Inc. 2007 - 2011
Great-West Life and Annuity Insurance Company September 2005 - September 2007
Republic Financial Corporation November 2003 - September 2005
Invesco Aim September 1999 - October 2003
Skills
Microsoft Office, PAM, MFACT, Word, PowerPoint, Financial Reporting, Cash Management, Process Improvement, Finance, Management, Account Reconciliation, Microsoft Word, Financial Analysis, Mutual Funds, Bloomberg, Fund Accounting, Financial Modeling, Securities, Financial Accounting, SEC filings, Accounting
Education
University of Colorado at Denver 2001 — 2004
Masters, Finance
Metropolitan State College of Denver 1994 — 1998
Bachelors, Finance
Ponderosa High School
Cambria Conlin Cambria Conlin's ALPS Fund Services, Inc. Experience July 2011 - March 2012
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
Megan Bolding Megan Bolding's ALPS Fund Services, Inc. Experience June 2007 - Present
Job PowerShares QQQ Marketing and Events at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company January 2014 - Present
ALPS Fund Services, Inc June 2007 - Present
Dividend Capital Securities March 2004 - June 2007
Carolina First Securities September 2001 - December 2002
Carolina First Bank August 1998 - September 2001
Skills
FINRA, ETFs, Relationship Management, Compliance, Investments, Event Planning, Events Coordination, Risk Management, Mutual Funds, Project Management, Marketing, Broker-Dealer, Leadership, Brand Positioning..., Brand Management, Brand Awareness, Investment Promotion, Marketing Strategy, Supervision, GIPS Compliance, Financial Policies &..., Securities Regulation, Client Liaison, Marketing Communications, Product Marketing, Marketing Management, Event Management, Brand Development, Product Strategies, Series 6, Series 26, Securities
Education
Clemson University 1994 — 1998
English, English, Psychology, French, Film
University of Colorado Denver 2005 — 2007
English
ALPS, A DST Company January 2014 - Present
ALPS Fund Services, Inc June 2007 - Present
Dividend Capital Securities March 2004 - June 2007
Carolina First Securities September 2001 - December 2002
Carolina First Bank August 1998 - September 2001
Skills
FINRA, ETFs, Relationship Management, Compliance, Investments, Event Planning, Events Coordination, Risk Management, Mutual Funds, Project Management, Marketing, Broker-Dealer, Leadership, Brand Positioning..., Brand Management, Brand Awareness, Investment Promotion, Marketing Strategy, Supervision, GIPS Compliance, Financial Policies &..., Securities Regulation, Client Liaison, Marketing Communications, Product Marketing, Marketing Management, Event Management, Brand Development, Product Strategies, Series 6, Series 26, Securities
Education
Clemson University 1994 — 1998
English, English, Psychology, French, Film
University of Colorado Denver 2005 — 2007
English
Kane Laramore Kane Laramore's ALPS Fund Services, Inc. Experience April 2008 - June 2010
Job Business Development Consultant at Rackspace, the #1 managed cloud company
Industry Information Technology and Services
Experience
Rackspace, the #1 managed cloud company June 2015 - Present
Rackspace, the #1 managed cloud company January 2014 - Present
Total Team Roping 2014 - 2015
Total Team Roping 2014 - 2015
Rackspace, the #1 managed cloud company October 2012 - January 2014
Rackspace Hosting September 2010 - October 2012
ALPS Fund Services, Inc. April 2008 - June 2010
State of Massachusetts 2007 - 2008
UBS Financial Services June 2004 - June 2007
Skills
Financial Analysis
Education
University of Northern Colorado 2004 — 2007
BS, Finance
University of Wyoming
Rackspace, the #1 managed cloud company June 2015 - Present
Rackspace, the #1 managed cloud company January 2014 - Present
Total Team Roping 2014 - 2015
Total Team Roping 2014 - 2015
Rackspace, the #1 managed cloud company October 2012 - January 2014
Rackspace Hosting September 2010 - October 2012
ALPS Fund Services, Inc. April 2008 - June 2010
State of Massachusetts 2007 - 2008
UBS Financial Services June 2004 - June 2007
Skills
Financial Analysis
Education
University of Northern Colorado 2004 — 2007
BS, Finance
University of Wyoming
Sean Sandoval's ALPS Fund Services, Inc. Experience December 2006 - March 2008
Job Director of Education and Product Enablement at CERTENT
Industry Computer Software
Experience
Certent, Inc. January 2014 - Present
Rivet Software September 2009 - January 2014
ALPS Fund Services, Inc. December 2006 - March 2008
SunGard February 2002 - December 2006
Janus Capital Group 1998 - 2002
Invesco Funds Group 1996 - 1998
Skills
Microsoft Word, Microsoft Excel, Project Management, Visio, XBRL, Financial Reporting, SEC filings, Quality Assurance, Process Improvement, Team Leadership, Auditing, Salesforce.com, Business Analysis, SaaS, Business Intelligence, Financial Modeling, Financial Statements, Budgets, Enterprise Software, Analysis, Financial Analysis, Management, Accounting, Access, GAAP, Business Process..., Financial Accounting, US GAAP, Sarbanes-Oxley Act, Strategy, General Ledger, Revenue Recognition, ERP, Forecasting, Internal Controls, Account Reconciliation, Internal Audit, Software Documentation, SharePoint, Finance, Risk Management, Business Process, Software Project..., SEC Filings
Education
Colorado State University 2009 — 2009
Project Management Certification
University of Colorado Denver
Bachelor of Science, Finance and Accounting
Certent, Inc. January 2014 - Present
Rivet Software September 2009 - January 2014
ALPS Fund Services, Inc. December 2006 - March 2008
SunGard February 2002 - December 2006
Janus Capital Group 1998 - 2002
Invesco Funds Group 1996 - 1998
Skills
Microsoft Word, Microsoft Excel, Project Management, Visio, XBRL, Financial Reporting, SEC filings, Quality Assurance, Process Improvement, Team Leadership, Auditing, Salesforce.com, Business Analysis, SaaS, Business Intelligence, Financial Modeling, Financial Statements, Budgets, Enterprise Software, Analysis, Financial Analysis, Management, Accounting, Access, GAAP, Business Process..., Financial Accounting, US GAAP, Sarbanes-Oxley Act, Strategy, General Ledger, Revenue Recognition, ERP, Forecasting, Internal Controls, Account Reconciliation, Internal Audit, Software Documentation, SharePoint, Finance, Risk Management, Business Process, Software Project..., SEC Filings
Education
Colorado State University 2009 — 2009
Project Management Certification
University of Colorado Denver
Bachelor of Science, Finance and Accounting
Jake Sundling Jake Sundling's ALPS Fund Services, Inc. Experience 2011 - 2013
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
Seamus Campbell - MBA Seamus Campbell - MBA's ALPS Fund Services, Inc. Experience June 2008 - July 2010
Job Experienced Financial Sales Representative
Industry Financial Services
Experience
Delaware Investments January 2013 - Present
Westgate Property Management June 2011 - May 2012
ALPS Fund Services, Inc. June 2008 - July 2010
Old Mutual Capital June 2007 - July 2008
Gartmore Riverview February 2004 - June 2007
SEI Investments July 2000 - February 2004
Skills
Mutual Funds, Series 63, Series 7, Asset Managment, Investments, Series 24, Securities, Alternative Investments, Retirement Planning, Separately Managed..., Fixed Annuities, Equities, Sales, Insurance, Marketing, Sales Management, Strategic Financial..., Hedge Funds, Asset Allocation, New Business Development, Series 65, Retirement
Education
St. Joseph's University 2009 — 2012
MBA, Business, 3.75
Roanoke College 1995 — 2000
Business, Accounting
Delaware Investments January 2013 - Present
Westgate Property Management June 2011 - May 2012
ALPS Fund Services, Inc. June 2008 - July 2010
Old Mutual Capital June 2007 - July 2008
Gartmore Riverview February 2004 - June 2007
SEI Investments July 2000 - February 2004
Skills
Mutual Funds, Series 63, Series 7, Asset Managment, Investments, Series 24, Securities, Alternative Investments, Retirement Planning, Separately Managed..., Fixed Annuities, Equities, Sales, Insurance, Marketing, Sales Management, Strategic Financial..., Hedge Funds, Asset Allocation, New Business Development, Series 65, Retirement
Education
St. Joseph's University 2009 — 2012
MBA, Business, 3.75
Roanoke College 1995 — 2000
Business, Accounting
Aaron Deitz, MBA Aaron Deitz, MBA's ALPS Fund Services, Inc. Experience August 2009 - July 2010
Job Director of Operations & Chief Compliance Officer
Industry Financial Services
Experience
Logan Stone Capital, LLC January 2012 - Present
DePaul Kellstadt Graduate School of Business August 2010 - November 2011
DePaul University December 2010 - December 2010
ALPS Fund Services, Inc. August 2009 - July 2010
ALPS Fund Services, Inc. September 2008 - August 2009
ALPS Fund Services, Inc. January 2008 - September 2008
Skills
Mutual Funds, Analysis, Investments, Financial Analysis, Microsoft Excel, Management, Equities, Alternative Investments, Microsoft Office, Bloomberg, Hedge Funds, Data Analysis, Corporate Finance, Business Development, Customer Service, International Business, Sustainable Management, Prime Brokerage, Series 6, Competitive Analysis, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
MBA, Finance, International Business, Sustainable Management
University of Colorado at Boulder 2003 — 2007
BA, Economics, Minor in Business Administration
Logan Stone Capital, LLC January 2012 - Present
DePaul Kellstadt Graduate School of Business August 2010 - November 2011
DePaul University December 2010 - December 2010
ALPS Fund Services, Inc. August 2009 - July 2010
ALPS Fund Services, Inc. September 2008 - August 2009
ALPS Fund Services, Inc. January 2008 - September 2008
Skills
Mutual Funds, Analysis, Investments, Financial Analysis, Microsoft Excel, Management, Equities, Alternative Investments, Microsoft Office, Bloomberg, Hedge Funds, Data Analysis, Corporate Finance, Business Development, Customer Service, International Business, Sustainable Management, Prime Brokerage, Series 6, Competitive Analysis, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2011
MBA, Finance, International Business, Sustainable Management
University of Colorado at Boulder 2003 — 2007
BA, Economics, Minor in Business Administration
Jeff Brainard, CFP®, CFS Jeff Brainard, CFP®, CFS's ALPS Fund Services, Inc. Experience January 2011 - February 2013
Job Regional Director IndexIQ | Mainstay Investments
Industry Investment Management
Experience
IndexIQ August 2015 - Present
Deutsche Bank May 2014 - August 2015
ALPS, A DST Company February 2013 - May 2014
ALPS Fund Services, Inc. January 2011 - February 2013
SPDR Exchange Traded Funds (ETFs) April 2004 - January 2011
Promontory Interfinancial Network November 2002 - April 2004
ALPS Fund Services, Inc. February 2001 - November 2002
ALPS Fund Services, Inc. August 1999 - February 2001
Skills
Mutual Funds, Asset Managment, Series 7, Series 63, Financial Services, Asset Allocation, Investments, Securities, Portfolio Management, Alternative Investments, Fixed Annuities, Financial Analysis, Business Development, Finance, Risk Management, Equities, Hedge Funds, Asset Management, ETFs, FINRA, Series 6, Wealth Management
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science, Business (Accounting and Small Business Management)
College for Financial Planning
Certified Financial Planner Educational Requirement, CFP
IndexIQ August 2015 - Present
Deutsche Bank May 2014 - August 2015
ALPS, A DST Company February 2013 - May 2014
ALPS Fund Services, Inc. January 2011 - February 2013
SPDR Exchange Traded Funds (ETFs) April 2004 - January 2011
Promontory Interfinancial Network November 2002 - April 2004
ALPS Fund Services, Inc. February 2001 - November 2002
ALPS Fund Services, Inc. August 1999 - February 2001
Skills
Mutual Funds, Asset Managment, Series 7, Series 63, Financial Services, Asset Allocation, Investments, Securities, Portfolio Management, Alternative Investments, Fixed Annuities, Financial Analysis, Business Development, Finance, Risk Management, Equities, Hedge Funds, Asset Management, ETFs, FINRA, Series 6, Wealth Management
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science, Business (Accounting and Small Business Management)
College for Financial Planning
Certified Financial Planner Educational Requirement, CFP
Nicole Iaci Nicole Iaci's ALPS Fund Services, Inc. Experience June 2011 - June 2012
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
Matthew Rick Matthew Rick's ALPS Fund Services, Inc. Experience June 2011 - January 2013
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
Joseph J. Giarratano Joseph J. Giarratano's ALPS Fund Services, Inc. Experience May 2011 - July 2013
Job Rating Analyst Global Fixed Income Funds Standard & Poor's New York City
Industry Financial Services
Experience
Standard & Poor's April 2015 - Present
Standard & Poor's June 2013 - April 2015
ALPS Fund Services, Inc. May 2011 - July 2013
LivingSocial September 2012 - June 2013
Bohemian Nights Music Festival May 2010 - September 2010
Denver Country Club May 2007 - August 2007
Skills
Valuation, Financial Analysis, Relationship Management, Investment Portfolio, Mutual Funds, Money Market, Money Market Funds, Credit Risk, Credit Analysis, Counterparty Risk, Market Risk, Investment Strategies, Alternative Investments, Structured Finance, Equity Research, Capital Markets, Credit Derivatives, Interest Rate..., ETFs, Bloomberg
Education
Colorado State University 2007 — 2011
Finance, Investment Analysis/Corporate Finance
Regis Jesuit 2003 — 2007
Standard & Poor's April 2015 - Present
Standard & Poor's June 2013 - April 2015
ALPS Fund Services, Inc. May 2011 - July 2013
LivingSocial September 2012 - June 2013
Bohemian Nights Music Festival May 2010 - September 2010
Denver Country Club May 2007 - August 2007
Skills
Valuation, Financial Analysis, Relationship Management, Investment Portfolio, Mutual Funds, Money Market, Money Market Funds, Credit Risk, Credit Analysis, Counterparty Risk, Market Risk, Investment Strategies, Alternative Investments, Structured Finance, Equity Research, Capital Markets, Credit Derivatives, Interest Rate..., ETFs, Bloomberg
Education
Colorado State University 2007 — 2011
Finance, Investment Analysis/Corporate Finance
Regis Jesuit 2003 — 2007
Peter Galligan Peter Galligan's ALPS Fund Services, Inc. Experience May 2013 - February 2014
Job Shareholder Report Production Manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2014 - Present
ALPS Fund Services, Inc. May 2013 - February 2014
Janus Capital Group February 2008 - May 2013
Janus Capital Group August 2006 - February 2008
Janus Capital Group January 2006 - August 2006
Skills
Corporate Governance, Securities, Securities Regulation, Corporate Law, Due Diligence, Mergers & Acquisitions, Mutual Funds, Private Equity, Legal Writing, Legal Advice, Investments, Legal Compliance, Legal Research, Asset Management, Intellectual Property, Hedge Funds, Litigation, Employment Law, Capital Markets, Equities
Education
Western New Mexico University 2015 — 2017
Master’s Degree, Writing & Business Administration
National University 2013 — 2014
Bachelor's Degree, English, Magna Cum Laude
Charles Schwab March 2014 - Present
ALPS Fund Services, Inc. May 2013 - February 2014
Janus Capital Group February 2008 - May 2013
Janus Capital Group August 2006 - February 2008
Janus Capital Group January 2006 - August 2006
Skills
Corporate Governance, Securities, Securities Regulation, Corporate Law, Due Diligence, Mergers & Acquisitions, Mutual Funds, Private Equity, Legal Writing, Legal Advice, Investments, Legal Compliance, Legal Research, Asset Management, Intellectual Property, Hedge Funds, Litigation, Employment Law, Capital Markets, Equities
Education
Western New Mexico University 2015 — 2017
Master’s Degree, Writing & Business Administration
National University 2013 — 2014
Bachelor's Degree, English, Magna Cum Laude
Aaron Krause, CRPS® Aaron Krause, CRPS®'s ALPS Fund Services, Inc. Experience August 2011 - Present
Job Compliance Analyst at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. August 2011 - Present
Asset Recovery Inc April 2010 - June 2011
Invesco Aim September 2007 - August 2009
Mortgage Design Group.com March 2004 - July 2007
Skills
Mutual Funds, Retirement Planning, Financial Services, 401k
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Finance, Business
ALPS Fund Services, Inc. August 2011 - Present
Asset Recovery Inc April 2010 - June 2011
Invesco Aim September 2007 - August 2009
Mortgage Design Group.com March 2004 - July 2007
Skills
Mutual Funds, Retirement Planning, Financial Services, 401k
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Finance, Business
Jessica Brunson's ALPS Fund Services, Inc. Experience December 2011 - July 2014
Job Financial Reporting Accountant at Colorado State University
Industry Financial Services
Experience
Colorado State University July 2014 - Present
ALPS Fund Services, Inc. December 2011 - July 2014
ALPS Fund Services, Inc. May 2011 - December 2011
ALPS Fund Services, Inc. March 2010 - April 2011
Colorado State University September 2007 - October 2009
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Accounting, Time Management, Customer Service, Outlook, Microsoft Word, PowerPoint, Data Analysis, Analysis, Access, Mutual Funds
Education
Colorado State University 2005 — 2009
Accounting, Accounting, Financial Analysis
Colorado State University July 2014 - Present
ALPS Fund Services, Inc. December 2011 - July 2014
ALPS Fund Services, Inc. May 2011 - December 2011
ALPS Fund Services, Inc. March 2010 - April 2011
Colorado State University September 2007 - October 2009
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Accounting, Time Management, Customer Service, Outlook, Microsoft Word, PowerPoint, Data Analysis, Analysis, Access, Mutual Funds
Education
Colorado State University 2005 — 2009
Accounting, Accounting, Financial Analysis
Caiti Rowe Caiti Rowe's ALPS Fund Services, Inc. Experience March 2004 - December 2005
Job CoFounder / CoOwner at Biju's Little Curry Shop
Industry Real Estate
Experience
Biju's Little Curry Shop December 2014 - Present
US Bank September 2010 - Present
Cushman & Wakefield December 2005 - March 2011
ALPS Fund Services, Inc. March 2004 - December 2005
Skills
Investments, Business Planning, Valuation, Portfolio Management, Accounting, Loans, Analysis, Financial Analysis, Financial Modeling, Asset Managment, Real Estate, Due Diligence, Negotiation, Commercial Real Estate, Budgets, Investment Properties, Mergers & Acquisitions, Asset Management, Leases
Education
University of Denver - Daniels College of Business 2008 — 2010
Masters, Real Estate & Construction Management
University of Colorado Boulder 1999 — 2003
B.A., Economics
Biju's Little Curry Shop December 2014 - Present
US Bank September 2010 - Present
Cushman & Wakefield December 2005 - March 2011
ALPS Fund Services, Inc. March 2004 - December 2005
Skills
Investments, Business Planning, Valuation, Portfolio Management, Accounting, Loans, Analysis, Financial Analysis, Financial Modeling, Asset Managment, Real Estate, Due Diligence, Negotiation, Commercial Real Estate, Budgets, Investment Properties, Mergers & Acquisitions, Asset Management, Leases
Education
University of Denver - Daniels College of Business 2008 — 2010
Masters, Real Estate & Construction Management
University of Colorado Boulder 1999 — 2003
B.A., Economics
Andrew J. Furber Andrew J. Furber's ALPS Fund Services, Inc. Experience June 2006 - October 2009
Job Franchisee Owner/Operator at Dunn Bros Coffee
Industry Retail
Experience
Dunn Bros Coffee March 2012 - Present
Accredited Investors, Inc. September 2011 - March 2012
Ameriprise Financial Services, Inc. December 2009 - August 2011
ALPS Fund Services, Inc June 2006 - October 2009
Columbia Funds Services Inc September 2001 - March 2006
Education
Metropolitan State College of Denver
Certificate in Personal Financial Planning, Finance
University of Iowa
Bachelor of Science Degree, Psychology
Dunn Bros Coffee March 2012 - Present
Accredited Investors, Inc. September 2011 - March 2012
Ameriprise Financial Services, Inc. December 2009 - August 2011
ALPS Fund Services, Inc June 2006 - October 2009
Columbia Funds Services Inc September 2001 - March 2006
Education
Metropolitan State College of Denver
Certificate in Personal Financial Planning, Finance
University of Iowa
Bachelor of Science Degree, Psychology
Dylan Schowengerdt's ALPS Fund Services, Inc. Experience June 2010 - July 2011
Job Customer Success Manager at VictorOps, Inc.
Industry Internet
Experience
VictorOps, Inc. July 2015 - Present
sovrn Holdings, Inc. July 2011 - July 2015
ALPS Fund Services, Inc. June 2010 - July 2011
State Street May 2008 - May 2010
Fetchel Beverage & Sales, Inc. January 2006 - May 2007
Tigers Credit Union 2006 - 2007
University of Missouri August 2005 - December 2005
Skills
Budgets, Mutual Funds, Financial Reporting, Strategic Planning, Leadership, Analysis, Customer Service, Process Improvement, PowerPoint, Bloomberg, Financial Services, Finance, Microsoft Excel, Salesforce.com, Data Analysis, Invoicing, Access, Project Management, Microsoft Office, Financial Analysis, Financial Statements, Payroll
Education
University of Missouri-Columbia 2003 — 2007
BA, Economics
University of Missouri-Columbia, College of Business 2003 — 2007
BS, Business Administration
VictorOps, Inc. July 2015 - Present
sovrn Holdings, Inc. July 2011 - July 2015
ALPS Fund Services, Inc. June 2010 - July 2011
State Street May 2008 - May 2010
Fetchel Beverage & Sales, Inc. January 2006 - May 2007
Tigers Credit Union 2006 - 2007
University of Missouri August 2005 - December 2005
Skills
Budgets, Mutual Funds, Financial Reporting, Strategic Planning, Leadership, Analysis, Customer Service, Process Improvement, PowerPoint, Bloomberg, Financial Services, Finance, Microsoft Excel, Salesforce.com, Data Analysis, Invoicing, Access, Project Management, Microsoft Office, Financial Analysis, Financial Statements, Payroll
Education
University of Missouri-Columbia 2003 — 2007
BA, Economics
University of Missouri-Columbia, College of Business 2003 — 2007
BS, Business Administration
Steven Boatright Steven Boatright's ALPS Fund Services, Inc. Experience December 2004 - August 2006
Job Attorney at Overturf McGath & Hull, P.C.
Industry Law Practice
Experience
Overturf McGath & Hull, P.C. November 2010 - Present
20th Judicial District of Colorado September 2009 - September 2010
Jackson Lewis LLP June 2008 - August 2008
ALPS Fund Services, Inc. December 2004 - August 2006
ALPS Fund Services, Inc. October 2003 - November 2004
ALPS Fund Services, Inc. August 2002 - September 2003
Education
University of Denver - Sturm College of Law 2006 — 2009
Juris Doctor, Law
Rhodes College 1997 — 2001
B.A., Economics and Business Administration
Heritage High School 1993 — 1997
Overturf McGath & Hull, P.C. November 2010 - Present
20th Judicial District of Colorado September 2009 - September 2010
Jackson Lewis LLP June 2008 - August 2008
ALPS Fund Services, Inc. December 2004 - August 2006
ALPS Fund Services, Inc. October 2003 - November 2004
ALPS Fund Services, Inc. August 2002 - September 2003
Education
University of Denver - Sturm College of Law 2006 — 2009
Juris Doctor, Law
Rhodes College 1997 — 2001
B.A., Economics and Business Administration
Heritage High School 1993 — 1997
Brendin Leland Brendin Leland's ALPS Fund Services, Inc. Experience May 2010 - August 2010
Job Financial Analyst at Lockheed Martin
Industry Aviation & Aerospace
Experience
Lockheed Martin October 2014 - Present
ULA - United Launch Alliance - Lockheed Martin & Boeing August 2011 - October 2014
Colorado State University January 2011 - May 2011
ALPS Fund Services, Inc. May 2010 - August 2010
The Berry Company July 2009 - January 2010
Summit Student Investment Fund August 2009 - December 2009
South Suburban Parks & Rec May 2007 - August 2008
Servant Technologies July 2006 - August 2006
Metro Brokers Inc February 2003 - December 2005
Skills
Financial Analysis, Financial Modeling, Project Management, Business Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Financial Management, People Skills, Variance Analysis, Management, Microsoft Office, Financial Accounting, Financial Planning, People-oriented, People Management, Corporate Communications, Internal Communications, Business Planning, Business Management, Leadership, Microsoft Excel, Customer Service, Accounting, Analysis
Education
Colorado State University 2010 — 2011
Masters, Management
Colorado State University 2006 — 2010
Bachelors of Science, Business Administration; Finance - Corporate, Investment Analysis
Front Range Christian High School 2002 — 2006
High School Diploma
Lockheed Martin October 2014 - Present
ULA - United Launch Alliance - Lockheed Martin & Boeing August 2011 - October 2014
Colorado State University January 2011 - May 2011
ALPS Fund Services, Inc. May 2010 - August 2010
The Berry Company July 2009 - January 2010
Summit Student Investment Fund August 2009 - December 2009
South Suburban Parks & Rec May 2007 - August 2008
Servant Technologies July 2006 - August 2006
Metro Brokers Inc February 2003 - December 2005
Skills
Financial Analysis, Financial Modeling, Project Management, Business Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Financial Management, People Skills, Variance Analysis, Management, Microsoft Office, Financial Accounting, Financial Planning, People-oriented, People Management, Corporate Communications, Internal Communications, Business Planning, Business Management, Leadership, Microsoft Excel, Customer Service, Accounting, Analysis
Education
Colorado State University 2010 — 2011
Masters, Management
Colorado State University 2006 — 2010
Bachelors of Science, Business Administration; Finance - Corporate, Investment Analysis
Front Range Christian High School 2002 — 2006
High School Diploma
Maureen Ronolo Maureen Ronolo's ALPS Fund Services, Inc. Experience August 2011 - Present
Job Senior Investor Services Representative at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. August 2011 - Present
Trust Company of America June 2004 - January 2009
OppenheimerFunds October 2002 - May 2004
Janus Capital Group September 1997 - February 2002
Skills
Investments, Mutual Funds, Sales, Customer Service, Microsoft Office, Photography, Financial Services, Public Speaking, Business Development, Microsoft Word, Series 7, Event Planning, Leadership, Outlook, Process Improvement, Management, Strategic Planning, Account Management, Project Management, Microsoft Excel, Insurance, Social Media, Contract Negotiation, Series 63, Marketing, Teamwork, PowerPoint, Finance, Social Networking, Securities, Coaching, Team Building, Alternative Investments
Education
Metropolitan State College of Denver 1977 — 1977
n/a, Business Communications
St. Joseph Hight School, Shawnee, KS
ALPS Fund Services, Inc. August 2011 - Present
Trust Company of America June 2004 - January 2009
OppenheimerFunds October 2002 - May 2004
Janus Capital Group September 1997 - February 2002
Skills
Investments, Mutual Funds, Sales, Customer Service, Microsoft Office, Photography, Financial Services, Public Speaking, Business Development, Microsoft Word, Series 7, Event Planning, Leadership, Outlook, Process Improvement, Management, Strategic Planning, Account Management, Project Management, Microsoft Excel, Insurance, Social Media, Contract Negotiation, Series 63, Marketing, Teamwork, PowerPoint, Finance, Social Networking, Securities, Coaching, Team Building, Alternative Investments
Education
Metropolitan State College of Denver 1977 — 1977
n/a, Business Communications
St. Joseph Hight School, Shawnee, KS
Craig Fidler Craig Fidler's ALPS Fund Services, Inc. Experience August 2007 - November 2008
Job Business and Securities Attorney
Industry Law Practice
Experience
Patricia Jo Stone PC July 2012 - Present
G. Craig Fidler, LLC November 2008 - July 2012
ALPS Fund Services, Inc. August 2007 - November 2008
Fixed Income Securities April 2004 - February 2007
Collect America April 2002 - April 2004
First Trust Corp. June 1999 - April 2002
US Securities and Exchange Commission April 1987 - June 1999
Hunt and Wilson June 1985 - April 1987
United States District Court for the Western District of Virginia June 1984 - June 1985
Skills
Securities, Corporate Law, Commercial Litigation, Internal Investigations, SEC reporting, FINRA, Securities Offerings, Mutual Funds, Investment Advisory, Securities Law, Securities Regulation, Hedge Funds, Private Placements, Investments, Litigation
Education
North Carolina State University
Wake Forest University School of Law
Patricia Jo Stone PC July 2012 - Present
G. Craig Fidler, LLC November 2008 - July 2012
ALPS Fund Services, Inc. August 2007 - November 2008
Fixed Income Securities April 2004 - February 2007
Collect America April 2002 - April 2004
First Trust Corp. June 1999 - April 2002
US Securities and Exchange Commission April 1987 - June 1999
Hunt and Wilson June 1985 - April 1987
United States District Court for the Western District of Virginia June 1984 - June 1985
Skills
Securities, Corporate Law, Commercial Litigation, Internal Investigations, SEC reporting, FINRA, Securities Offerings, Mutual Funds, Investment Advisory, Securities Law, Securities Regulation, Hedge Funds, Private Placements, Investments, Litigation
Education
North Carolina State University
Wake Forest University School of Law
Matt Baldridge Matt Baldridge's ALPS Fund Services, Inc. Experience February 2011 - Present
Job Regional Investment Consultant at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. February 2011 - Present
Highland Capital Brokerage January 2011 - February 2011
ING Individual Retirement August 2010 - November 2010
Ivy Funds July 2005 - July 2010
Touchstone Investments March 2002 - July 2005
AXA Distributors, LLC 2000 - 2001
AXA 1998 - 2001
AXA/Equitable Distributors 1998 - 2001
Skills
Retirement Planning, Alternative Investments, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Insurance, Series 6, Wealth Management, Fixed Annuities, Financial Services, ETFs, Series 63, Series 7, 401k, Retirement, Securities
Education
California State University-Fullerton 1994 — 1997
BA, Business Management, Economics
ALPS Fund Services, Inc. February 2011 - Present
Highland Capital Brokerage January 2011 - February 2011
ING Individual Retirement August 2010 - November 2010
Ivy Funds July 2005 - July 2010
Touchstone Investments March 2002 - July 2005
AXA Distributors, LLC 2000 - 2001
AXA 1998 - 2001
AXA/Equitable Distributors 1998 - 2001
Skills
Retirement Planning, Alternative Investments, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Insurance, Series 6, Wealth Management, Fixed Annuities, Financial Services, ETFs, Series 63, Series 7, 401k, Retirement, Securities
Education
California State University-Fullerton 1994 — 1997
BA, Business Management, Economics
Matthew Lorentzen Matthew Lorentzen's ALPS Fund Services, Inc. Experience December 2009 - November 2014
Job Accounting Analyst III
Industry Financial Services
Experience
Federal Home Loan Bank of Des Moines December 2014 - Present
ALPS Fund Services, Inc. December 2009 - November 2014
ALPS Fund Services, Inc. January 2009 - December 2009
ALPS Fund Services, Inc. May 2006 - December 2008
Skills
Alternative Investments, Fund Accounting, Accounting, Mutual Funds, Financial Reporting, Securities, Hedge Funds, Bloomberg, Financial Analysis, Financial Accounting, Equities, Financial Services, Account Reconciliation, Asset Management, Fixed Income, Bloomberg Terminal, GAAP, Options, Process Improvement, Investments, Microsoft Office
Education
University of Nebraska-Lincoln 1991 — 1996
BSBA, Accounting
Federal Home Loan Bank of Des Moines December 2014 - Present
ALPS Fund Services, Inc. December 2009 - November 2014
ALPS Fund Services, Inc. January 2009 - December 2009
ALPS Fund Services, Inc. May 2006 - December 2008
Skills
Alternative Investments, Fund Accounting, Accounting, Mutual Funds, Financial Reporting, Securities, Hedge Funds, Bloomberg, Financial Analysis, Financial Accounting, Equities, Financial Services, Account Reconciliation, Asset Management, Fixed Income, Bloomberg Terminal, GAAP, Options, Process Improvement, Investments, Microsoft Office
Education
University of Nebraska-Lincoln 1991 — 1996
BSBA, Accounting
Danielle Money Danielle Money's ALPS Fund Services, Inc. Experience March 2011 - November 2011
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
Andrew Meeusen's ALPS Fund Services, Inc. Experience September 2011 - Present
Job Assistant Fund Controller at ALPS Fund Services
Industry Investment Management
Experience
ALPS Fund Services, Inc. September 2011 - Present
Buckeye Land and Mineral March 2013 - October 2013
Janus Capital Group October 2009 - September 2011
Janus Capital Group February 2008 - October 2009
Janus Capital Group September 2007 - February 2008
Skills
Financial Reporting, Portfolio Management, Financial Modeling, Financial Analysis, Tax, Mutual Funds, Project Management, Investments, Bloomberg, Fund Accounting, Finance, SEC filings
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Business, Finance
ALPS Fund Services, Inc. September 2011 - Present
Buckeye Land and Mineral March 2013 - October 2013
Janus Capital Group October 2009 - September 2011
Janus Capital Group February 2008 - October 2009
Janus Capital Group September 2007 - February 2008
Skills
Financial Reporting, Portfolio Management, Financial Modeling, Financial Analysis, Tax, Mutual Funds, Project Management, Investments, Bloomberg, Fund Accounting, Finance, SEC filings
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Business, Finance
Tanya Walker Tanya Walker's ALPS Fund Services, Inc. Experience December 2005 - Present
Job Vice President of Creative Services at ALPS, A DST Company
Industry Financial Services
Experience
ALPS Fund Services Inc December 2005 - Present
ALPS Fund Services Inc December 2005 - December 2006
City and County of Denver October 2004 - December 2005
Denver Fire Department Credit Union 2003 - 2004
Skills
Microsoft Office, Confluence, Management, Project Management, Adobe Acrobat, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Dreamweaver, Flash Professional, Print Management, Layout, Newsletters, Brochures, Graphics, Collateral, Flash, Annual Reports, Branding, PowerPoint, Art Direction, Financial Services
Education
Colorado State University 1999 — 2013
Bachelor of Fine Arts, Graphic Design
ALPS Fund Services Inc December 2005 - Present
ALPS Fund Services Inc December 2005 - December 2006
City and County of Denver October 2004 - December 2005
Denver Fire Department Credit Union 2003 - 2004
Skills
Microsoft Office, Confluence, Management, Project Management, Adobe Acrobat, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Dreamweaver, Flash Professional, Print Management, Layout, Newsletters, Brochures, Graphics, Collateral, Flash, Annual Reports, Branding, PowerPoint, Art Direction, Financial Services
Education
Colorado State University 1999 — 2013
Bachelor of Fine Arts, Graphic Design
Heather Hakes's ALPS Fund Services, Inc. Experience May 2008 - August 2011
Job Owner/Founder 365 Boarding Office Manager at Antero Resources
Industry Sports
Experience
365 Boarding March 2011 - Present
Antero Resources January 2014 - Present
Antero Resources Corporation August 2012 - January 2014
Thomas J. Tomazin Law August 2011 - August 2012
ALPS Fund Services, Inc. May 2008 - August 2011
Skills
Contract Negotiation, Customer Service, Management, Marketing, Negotiation, PowerPoint, Project Management, Microsoft Excel, Investments, Salesforce.com, Litigation, Training, Entrepreneurship, Market Research, Analysis, Mergers & Acquisitions, Leadership, Social Media, Marketing Strategy, Public Speaking, Advertising, Budgets, CRM, Event Management, Social Media Marketing, Outlook
Education
Northern Kentucky University 2003 — 2007
Bachelors, Communications and Marketing
Arapahoe Community College 2009 — 2010
Certificate, Paralegal
365 Boarding March 2011 - Present
Antero Resources January 2014 - Present
Antero Resources Corporation August 2012 - January 2014
Thomas J. Tomazin Law August 2011 - August 2012
ALPS Fund Services, Inc. May 2008 - August 2011
Skills
Contract Negotiation, Customer Service, Management, Marketing, Negotiation, PowerPoint, Project Management, Microsoft Excel, Investments, Salesforce.com, Litigation, Training, Entrepreneurship, Market Research, Analysis, Mergers & Acquisitions, Leadership, Social Media, Marketing Strategy, Public Speaking, Advertising, Budgets, CRM, Event Management, Social Media Marketing, Outlook
Education
Northern Kentucky University 2003 — 2007
Bachelors, Communications and Marketing
Arapahoe Community College 2009 — 2010
Certificate, Paralegal
Alec Brooks Alec Brooks's ALPS Fund Services, Inc. Experience June 2014 - Present
Job Financial Analyst at ALPS Fund Services, Inc.
Industry Accounting
Experience
ALPS Fund Services, Inc. June 2014 - Present
Michigan Commercial Insurance Mutual December 2012 - May 2014
USA Hockey October 2000 - May 2014
Cintas Corporation October 2011 - December 2012
Brooks Lippert Enterprises LLC April 2011 - October 2011
Philadelphia Phillies April 2010 - August 2010
Skills
Accounts Receivable, Accounting, Account Reconciliation, Invoicing, Management, Credit, Coaching, Microsoft Excel, Financial Reporting, Financial Analysis, Microsoft Word, Accounts Payable, QuickBooks, Budgets
Education
Hope College 2006 — 2010
Bachelors, Accounting
Hope College 2006 — 2010
B.A, Accounting
ALPS Fund Services, Inc. June 2014 - Present
Michigan Commercial Insurance Mutual December 2012 - May 2014
USA Hockey October 2000 - May 2014
Cintas Corporation October 2011 - December 2012
Brooks Lippert Enterprises LLC April 2011 - October 2011
Philadelphia Phillies April 2010 - August 2010
Skills
Accounts Receivable, Accounting, Account Reconciliation, Invoicing, Management, Credit, Coaching, Microsoft Excel, Financial Reporting, Financial Analysis, Microsoft Word, Accounts Payable, QuickBooks, Budgets
Education
Hope College 2006 — 2010
Bachelors, Accounting
Hope College 2006 — 2010
B.A, Accounting
Alex Monk's ALPS Fund Services, Inc. Experience August 2009 - August 2010
Job Manager of Program Services, WIOA at Denver Public Schools
Industry Financial Services
Experience
Denver Public Schools August 2014 - Present
Denver Public Schools August 2013 - August 2014
Big Brothers Big Sisters of Colorado February 2012 - August 2013
DUOC Universidad Catolica February 2011 - February 2012
ALPS Fund Services, Inc. August 2009 - August 2010
University of Colorado April 2006 - July 2009
Monk Law Office January 2002 - August 2004
Skills
Leadership, Public Speaking, Event Planning, Social Media, Nonprofits, Community Outreach, Program Development, Fundraising, Research, Volunteer Management
Education
University of Denver - Sturm College of Law 2015 — 2018
University of Colorado Boulder 2004 — 2008
Bachelor's degree, International Relations and Affairs
Denver Public Schools August 2014 - Present
Denver Public Schools August 2013 - August 2014
Big Brothers Big Sisters of Colorado February 2012 - August 2013
DUOC Universidad Catolica February 2011 - February 2012
ALPS Fund Services, Inc. August 2009 - August 2010
University of Colorado April 2006 - July 2009
Monk Law Office January 2002 - August 2004
Skills
Leadership, Public Speaking, Event Planning, Social Media, Nonprofits, Community Outreach, Program Development, Fundraising, Research, Volunteer Management
Education
University of Denver - Sturm College of Law 2015 — 2018
University of Colorado Boulder 2004 — 2008
Bachelor's degree, International Relations and Affairs
David Mashushire, MBA David Mashushire, MBA's ALPS Fund Services, Inc. Experience January 2004 - November 2005
Job Corporate Accounting
Industry Real Estate
Experience
Invitation Homes August 2014 - Present
HealthQuest Alliance September 2013 - July 2014
Cardtronics January 2012 - September 2013
Shimer College October 2008 - July 2011
OmniTrax Inc November 2005 - September 2008
ALPS Fund Services, Inc. January 2004 - November 2005
Skills
Finance, Accounting, Fund Accounting, General Ledger, Variance Analysis, SAP, Great Plains Software, Journal Entries, Payroll, Financial Reporting, Sarbanes-Oxley Act, Accounts Payable, Financial Statements, Internal Audit, Accounts Receivable
Education
Drury University 2002 — 2003
MBA, Corporate Strategy
Invitation Homes August 2014 - Present
HealthQuest Alliance September 2013 - July 2014
Cardtronics January 2012 - September 2013
Shimer College October 2008 - July 2011
OmniTrax Inc November 2005 - September 2008
ALPS Fund Services, Inc. January 2004 - November 2005
Skills
Finance, Accounting, Fund Accounting, General Ledger, Variance Analysis, SAP, Great Plains Software, Journal Entries, Payroll, Financial Reporting, Sarbanes-Oxley Act, Accounts Payable, Financial Statements, Internal Audit, Accounts Receivable
Education
Drury University 2002 — 2003
MBA, Corporate Strategy
Renee Shabazz Renee Shabazz's ALPS Fund Services, Inc. Experience November 2010 - August 2011
Job Bachelors of Science in Psychology
Industry Government Administration
Experience
Buckley Air Force Base April 2013 - Present
J.P. Morgan Asset Management November 2012 - March 2013
ALPS Fund Services Inc- August 2011 - November 2012
ALPS Fund Services Inc November 2010 - August 2011
Invesco Aim April 2007 - August 2009
Invesco Aim April 2007 - August 2009
Fitzsimons Community Federal Credit Union November 2002 - April 2006
Buckley Air Force Base Child Development Center October 2001 - November 2002
Skills
Investments, Mutual Funds, Finance, Series 6, Series 63, 401k, Customer Service, Financial Services, Outlook, Microsoft Excel, Leadership
Education
University of Phoenix 2010 — 2014
Bachelors, Science in Psychology, 3.6
Pickens Technical College 2000 — 2002
CCNA, Cisco Computer Networking
Community College of Aurora 2000 — 2001
General Studies, Psychology and Applied Thinking & Strategy
Buckley Air Force Base April 2013 - Present
J.P. Morgan Asset Management November 2012 - March 2013
ALPS Fund Services Inc- August 2011 - November 2012
ALPS Fund Services Inc November 2010 - August 2011
Invesco Aim April 2007 - August 2009
Invesco Aim April 2007 - August 2009
Fitzsimons Community Federal Credit Union November 2002 - April 2006
Buckley Air Force Base Child Development Center October 2001 - November 2002
Skills
Investments, Mutual Funds, Finance, Series 6, Series 63, 401k, Customer Service, Financial Services, Outlook, Microsoft Excel, Leadership
Education
University of Phoenix 2010 — 2014
Bachelors, Science in Psychology, 3.6
Pickens Technical College 2000 — 2002
CCNA, Cisco Computer Networking
Community College of Aurora 2000 — 2001
General Studies, Psychology and Applied Thinking & Strategy
Lainey Bohall's ALPS Fund Services, Inc. Experience August 2010 - June 2012
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
Beth A. Corlett's ALPS Fund Services, Inc. Experience March 2006 - April 2008
Job Regional Sales Consultant
Industry Financial Services
Experience
ALPS, A DST Company-Select Sector SPDRs ETFs October 2012 - Present
ALPS, A DST Company April 2008 - October 2012
ALPS Fund Services, Inc. March 2006 - April 2008
Skills
ETFs, Financial Services, Investments, Mutual Funds, Finance, Series 7, Series 6, Securities, Alternative Investments, Equities, Financial Analysis, Due Diligence, Series 63, Financial Planning, Asset Management
Education
Regis University 2015 — 2016
Master of Business Administration (MBA), Finance, General
Colorado State University 2003 — 2005
Bachelor of Science-Business Administration, Finance
ALPS, A DST Company-Select Sector SPDRs ETFs October 2012 - Present
ALPS, A DST Company April 2008 - October 2012
ALPS Fund Services, Inc. March 2006 - April 2008
Skills
ETFs, Financial Services, Investments, Mutual Funds, Finance, Series 7, Series 6, Securities, Alternative Investments, Equities, Financial Analysis, Due Diligence, Series 63, Financial Planning, Asset Management
Education
Regis University 2015 — 2016
Master of Business Administration (MBA), Finance, General
Colorado State University 2003 — 2005
Bachelor of Science-Business Administration, Finance
Cole Schliep Cole Schliep's ALPS Fund Services, Inc. Experience May 2010 - March 2011
Job District Sales Manager at BRP
Industry Financial Services
Experience
BRP April 2015 - Present
IntelliDyne, LLC September 2013 - April 2015
Lockheed Martin July 2012 - September 2013
Rivet Software March 2011 - May 2012
ALPS Fund Services Inc May 2010 - March 2011
Trail Ridge Marina / Powerworld Sports May 2004 - October 2009
Cenergy - CSU Clean Energy Supercluster January 2009 - May 2009
Skills
Financial Accounting, Cash Flow, General Ledger, Financial Reporting, Financial Analysis, SEC filings, XBRL, Accounts Payable, Accounts Receivable, Microsoft Excel, Month End Close, Financial Forecasting, Public Sector Accounting, Government Accounting, Oracle Applications, Cash Reconciliation, Analysis, Corporate Finance
Education
Colorado State University 2005 — 2010
Bachelor of Science, Business AdministrationAll University; Finance
Middle Park High School 2001 — 2005
BRP April 2015 - Present
IntelliDyne, LLC September 2013 - April 2015
Lockheed Martin July 2012 - September 2013
Rivet Software March 2011 - May 2012
ALPS Fund Services Inc May 2010 - March 2011
Trail Ridge Marina / Powerworld Sports May 2004 - October 2009
Cenergy - CSU Clean Energy Supercluster January 2009 - May 2009
Skills
Financial Accounting, Cash Flow, General Ledger, Financial Reporting, Financial Analysis, SEC filings, XBRL, Accounts Payable, Accounts Receivable, Microsoft Excel, Month End Close, Financial Forecasting, Public Sector Accounting, Government Accounting, Oracle Applications, Cash Reconciliation, Analysis, Corporate Finance
Education
Colorado State University 2005 — 2010
Bachelor of Science, Business AdministrationAll University; Finance
Middle Park High School 2001 — 2005
JB Blue, CIPM, CSCP JB Blue, CIPM, CSCP's ALPS Fund Services, Inc. Experience May 2000 - May 2003
Job SVP of Operations/CCO at 361 Capital
Industry Financial Services
Experience
361 Capital 2010 - Present
Janus Capital Group April 2010 - November 2010
Janus Capital Group July 2009 - April 2010
Janus Capital Group September 2006 - July 2009
Janus Capital Group May 2003 - September 2006
ALPS Fund Services, Inc. May 2000 - May 2003
Skills
Mutual Funds, Hedge Funds, Compliance, Fund Administration, Operations Management, Alternative Investments, GIPS Compliance, Microsoft Excel, Bloomberg, Derivatives, Financial Services
Education
University of Denver - Daniels College of Business 2004 — 2005
MBA
University of Colorado Boulder 1996 — 2000
361 Capital 2010 - Present
Janus Capital Group April 2010 - November 2010
Janus Capital Group July 2009 - April 2010
Janus Capital Group September 2006 - July 2009
Janus Capital Group May 2003 - September 2006
ALPS Fund Services, Inc. May 2000 - May 2003
Skills
Mutual Funds, Hedge Funds, Compliance, Fund Administration, Operations Management, Alternative Investments, GIPS Compliance, Microsoft Excel, Bloomberg, Derivatives, Financial Services
Education
University of Denver - Daniels College of Business 2004 — 2005
MBA
University of Colorado Boulder 1996 — 2000
Alex MacUmber's ALPS Fund Services, Inc. Experience December 2010 - December 2012
Job Sr. Investment Reporting Analyst at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial December 2012 - Present
ALPS Fund Services, Inc. December 2010 - December 2012
ALPS Fund Services, Inc. April 2008 - December 2010
ALPS Fund Services, Inc. December 2006 - April 2008
Skills
Fluent with Macintosh..., Excel, Word, Bloomberg, accounting software..., Familiar with MATLAB, Access, Microsoft Excel, Accounting, Auditing
Education
State University of New York College at Cortland 2002 — 2006
Bachelor of Science, Mathematics
Great-West Financial December 2012 - Present
ALPS Fund Services, Inc. December 2010 - December 2012
ALPS Fund Services, Inc. April 2008 - December 2010
ALPS Fund Services, Inc. December 2006 - April 2008
Skills
Fluent with Macintosh..., Excel, Word, Bloomberg, accounting software..., Familiar with MATLAB, Access, Microsoft Excel, Accounting, Auditing
Education
State University of New York College at Cortland 2002 — 2006
Bachelor of Science, Mathematics
Eleanor Murphy's ALPS Fund Services, Inc. Experience August 2007 - September 2012
Job Manager of Business Development at Acumen Fund
Industry Nonprofit Organization Management
Experience
Acumen Fund June 2014 - Present
NOHA September 2012 - December 2013
ALPS Fund Services, Inc. August 2007 - September 2012
Eaton Vance September 2005 - September 2007
Boston South Financial Group August 2004 - May 2005
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Series 6, FINRA, Asset Management, Securities, Hedge Funds, Asset Allocation, ETFs, Wealth Management, Financial Services, Retirement Planning, Uniform Combined State..., 401k, Investment Advisory, Financial Advisory, Investment Strategies
Education
NOHA 2012 — 2014
Master's Degree, Humanities/Humanistic Studies
Boston University 2000 — 2004
Bachelor's Degree, International Relations and Affairs
Acumen Fund June 2014 - Present
NOHA September 2012 - December 2013
ALPS Fund Services, Inc. August 2007 - September 2012
Eaton Vance September 2005 - September 2007
Boston South Financial Group August 2004 - May 2005
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Series 6, FINRA, Asset Management, Securities, Hedge Funds, Asset Allocation, ETFs, Wealth Management, Financial Services, Retirement Planning, Uniform Combined State..., 401k, Investment Advisory, Financial Advisory, Investment Strategies
Education
NOHA 2012 — 2014
Master's Degree, Humanities/Humanistic Studies
Boston University 2000 — 2004
Bachelor's Degree, International Relations and Affairs
Erich Rettinger Erich Rettinger's ALPS Fund Services, Inc. Experience October 2011 - August 2013
Job Fund Controller at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS, A DST Company August 2013 - Present
ALPS Fund Services, Inc. October 2011 - August 2013
ALPS Fund Services, Inc. June 2010 - October 2011
ALPS Fund Services, Inc. February 2010 - July 2010
Alps Fund Services August 2007 - February 2010
Skills
Fund Accounting, Mutual Funds, Bloomberg, Investments, Equities, Alternative Investments, Hedge Funds, Financial Analysis, Corporate Finance, Financial Reporting, Accounting, Securities, Financial Accounting, Bloomberg Terminal, Morningstar, Microsoft Excel, Portfolio Management, Fixed Income, Fund Of Funds, Financial Modeling
Education
Metropolitan State College of Denver 2010 — 2011
Minor, Accounting
Colorado State University 2003 — 2007
BS, Business Administration; Financial Investment Analysis
ALPS, A DST Company August 2013 - Present
ALPS Fund Services, Inc. October 2011 - August 2013
ALPS Fund Services, Inc. June 2010 - October 2011
ALPS Fund Services, Inc. February 2010 - July 2010
Alps Fund Services August 2007 - February 2010
Skills
Fund Accounting, Mutual Funds, Bloomberg, Investments, Equities, Alternative Investments, Hedge Funds, Financial Analysis, Corporate Finance, Financial Reporting, Accounting, Securities, Financial Accounting, Bloomberg Terminal, Morningstar, Microsoft Excel, Portfolio Management, Fixed Income, Fund Of Funds, Financial Modeling
Education
Metropolitan State College of Denver 2010 — 2011
Minor, Accounting
Colorado State University 2003 — 2007
BS, Business Administration; Financial Investment Analysis
Brett Stanilka Brett Stanilka's ALPS Fund Services, Inc. Experience February 2010 - November 2012
Job Account Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company December 2013 - Present
ALPS Fund Services, Inc. February 2010 - November 2012
Wynkoop Brewing Company October 2008 - January 2010
Skills
Mutual Funds, Financial Analysis, Microsoft Excel, Fund Accounting, Customer Service, Budgets, Microsoft Office, Financial Reporting, Investments, Finance, Financial Accounting, PowerPoint, Microsoft Word, Forecasting, Event Planning, Accounting
Education
Johnson and Wales University 2008 — 2009
AS, Culinary Arts
Johnson and Wales University 2007 — 2008
AS, Baking and Pastry
University at Albany, SUNY 2002 — 2005
BA, Economics
ALPS, A DST Company December 2013 - Present
ALPS Fund Services, Inc. February 2010 - November 2012
Wynkoop Brewing Company October 2008 - January 2010
Skills
Mutual Funds, Financial Analysis, Microsoft Excel, Fund Accounting, Customer Service, Budgets, Microsoft Office, Financial Reporting, Investments, Finance, Financial Accounting, PowerPoint, Microsoft Word, Forecasting, Event Planning, Accounting
Education
Johnson and Wales University 2008 — 2009
AS, Culinary Arts
Johnson and Wales University 2007 — 2008
AS, Baking and Pastry
University at Albany, SUNY 2002 — 2005
BA, Economics
Robert D. Lujan Robert D. Lujan's ALPS Fund Services, Inc. Experience January 2010 - Present
Job Fund Controller at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. January 2010 - Present
Old Mutual Capital, Inc. July 2006 - January 2010
Janus Capital Group January 2000 - July 2006
Jackson National Life 1999 - 2000
Education
Metropolitan State University of Denver 1992 — 1999
Bachelor of Science, Finance
ALPS Fund Services, Inc. January 2010 - Present
Old Mutual Capital, Inc. July 2006 - January 2010
Janus Capital Group January 2000 - July 2006
Jackson National Life 1999 - 2000
Education
Metropolitan State University of Denver 1992 — 1999
Bachelor of Science, Finance
Brooke Laartz Brooke Laartz's ALPS Fund Services, Inc. Experience August 2011 - February 2014
Job Project Coordinator at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company February 2014 - Present
ALPS Fund Services, Inc. August 2011 - February 2014
ALPS Fund Services, Inc. July 2007 - July 2011
Apples Debut, Mixed Media Jewelry November 2009 - April 2011
Skills
Accounting, Financial Services, Financial Statements, Fund Accounting, Human Resources, Internal Audit, Investments, Management, Microsoft Office, Mutual Funds, Budgets, Training, Bloomberg, Securities, Financial Analysis, Hedge Funds, Customer Service, Finance, Financial Reporting, Project Management, SEC filings, Equities, Valuation, Fixed Income
Education
Colorado State University 2003 — 2007
Bachelor, Economics, Minor in Business & History
ALPS, A DST Company February 2014 - Present
ALPS Fund Services, Inc. August 2011 - February 2014
ALPS Fund Services, Inc. July 2007 - July 2011
Apples Debut, Mixed Media Jewelry November 2009 - April 2011
Skills
Accounting, Financial Services, Financial Statements, Fund Accounting, Human Resources, Internal Audit, Investments, Management, Microsoft Office, Mutual Funds, Budgets, Training, Bloomberg, Securities, Financial Analysis, Hedge Funds, Customer Service, Finance, Financial Reporting, Project Management, SEC filings, Equities, Valuation, Fixed Income
Education
Colorado State University 2003 — 2007
Bachelor, Economics, Minor in Business & History
Eric Specht Eric Specht's ALPS Fund Services, Inc. Experience September 2011 - March 2013
Job Trade Operations Manager at Charles Schwab
Industry Accounting
Experience
Charles Schwab March 2013 - Present
ALPS Fund Services, Inc. September 2011 - March 2013
Janus Capital September 2010 - September 2011
Janus Capital Group December 2006 - September 2010
Trammell Crow Residential September 2005 - November 2006
Best Buy July 1996 - February 2006
Franklin Templeton Investments February 2003 - September 2005
Skills
Bloomberg, Fund Accounting, Mutual Funds, Equities, Account Reconciliation, General Ledger, Accounting, Financial Reporting, Investments, Auditing, Corporate Finance, Finance, Portfolio Management, Fixed Income, Securities, Financial Services, Financial Statements, Forecasting, Internal Audit, Management
Education
Colorado State University 2013 — 2015
Executive MBA, Business Administration and Management, General
University of Central Florida - College of Business Administration 1999 — 2002
University of Central Florida, Bachelors of Science - Finance
Broward College 1997 — 1999
A.A., Business
Charles Schwab March 2013 - Present
ALPS Fund Services, Inc. September 2011 - March 2013
Janus Capital September 2010 - September 2011
Janus Capital Group December 2006 - September 2010
Trammell Crow Residential September 2005 - November 2006
Best Buy July 1996 - February 2006
Franklin Templeton Investments February 2003 - September 2005
Skills
Bloomberg, Fund Accounting, Mutual Funds, Equities, Account Reconciliation, General Ledger, Accounting, Financial Reporting, Investments, Auditing, Corporate Finance, Finance, Portfolio Management, Fixed Income, Securities, Financial Services, Financial Statements, Forecasting, Internal Audit, Management
Education
Colorado State University 2013 — 2015
Executive MBA, Business Administration and Management, General
University of Central Florida - College of Business Administration 1999 — 2002
University of Central Florida, Bachelors of Science - Finance
Broward College 1997 — 1999
A.A., Business
Stefanie Metcalf's ALPS Fund Services, Inc. Experience March 2006 - 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
Sharon Akselrod's ALPS Fund Services, Inc. Experience August 2014 - Present
Job 1940 Act Senior Paralegal at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. August 2014 - Present
Nordstrom Credit, Inc. September 2013 - August 2014
AXA Equitable October 2008 - June 2013
Fred Alger & Co. September 2006 - October 2008
Fred Alger Management September 2006 - October 2008
AIM Investments Plc 1998 - 2005
Skills
Securities, Investments, Mutual Funds, Equities, Corporate Governance, Hedge Funds, Due Diligence, Legal Research, Tax, Alternative Investments, Series 7
Education
The University of Texas at Austin 2004 — 2007
Bachelor of arts, English
University de Jean moulan Lyon france 1995 — 1996
Na
ALPS Fund Services, Inc. August 2014 - Present
Nordstrom Credit, Inc. September 2013 - August 2014
AXA Equitable October 2008 - June 2013
Fred Alger & Co. September 2006 - October 2008
Fred Alger Management September 2006 - October 2008
AIM Investments Plc 1998 - 2005
Skills
Securities, Investments, Mutual Funds, Equities, Corporate Governance, Hedge Funds, Due Diligence, Legal Research, Tax, Alternative Investments, Series 7
Education
The University of Texas at Austin 2004 — 2007
Bachelor of arts, English
University de Jean moulan Lyon france 1995 — 1996
Na
David Marsh, CPA's ALPS Fund Services, Inc. Experience June 2005 - October 2006
Job Senior Accountant at Cascade Petroleum LLC
Industry Oil & Energy
Experience
Cascade Petroleum LLC October 2013 - Present
Intelligent Power & Energy Research Corporation March 2013 - October 2013
Enerplus December 2011 - March 2013
Iofina Natural Gas, Inc. November 2009 - November 2011
Quantum Resources Management LLC October 2006 - September 2009
ALPS Fund Services, Inc. June 2005 - October 2006
ALPS Fund Services, Inc. December 2003 - June 2005
Skills
Forecasting, Cost Accounting, Mergers & Acquisitions, SAP, Cash Flow, IFRS, Account Reconciliation, QuickBooks, Analysis, Payroll, Essbase, Management, Managerial Finance, Internal Controls, Tax, Accounts Receivable, Process Improvement, Internal Audit, Customer Service, Accounts Payable, Investments, Financial Audits, Excalibur, Accruals, Financial Analysis, Finance, Team Building
Education
Regis University 2009 — 2010
MS, Accounting
University of Wyoming 1998 — 2003
BS, Accounting
Cascade Petroleum LLC October 2013 - Present
Intelligent Power & Energy Research Corporation March 2013 - October 2013
Enerplus December 2011 - March 2013
Iofina Natural Gas, Inc. November 2009 - November 2011
Quantum Resources Management LLC October 2006 - September 2009
ALPS Fund Services, Inc. June 2005 - October 2006
ALPS Fund Services, Inc. December 2003 - June 2005
Skills
Forecasting, Cost Accounting, Mergers & Acquisitions, SAP, Cash Flow, IFRS, Account Reconciliation, QuickBooks, Analysis, Payroll, Essbase, Management, Managerial Finance, Internal Controls, Tax, Accounts Receivable, Process Improvement, Internal Audit, Customer Service, Accounts Payable, Investments, Financial Audits, Excalibur, Accruals, Financial Analysis, Finance, Team Building
Education
Regis University 2009 — 2010
MS, Accounting
University of Wyoming 1998 — 2003
BS, Accounting
Nick McMordie's ALPS Fund Services, Inc. Experience September 2007 - August 2008
Job Compliance at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners February 2015 - Present
Janus Capital Group September 2014 - February 2015
Janus Capital Group August 2008 - September 2014
ALPS Fund Services, Inc. September 2007 - August 2008
Skills
Trading, Equities, Mutual Funds, Money Market, Fixed Income, Strategic Financial...
Education
Gonzaga University Graduate School of Business
MBA, Business Administration and Management, General
Gonzaga University
BBA, Finance
Perella Weinberg Partners February 2015 - Present
Janus Capital Group September 2014 - February 2015
Janus Capital Group August 2008 - September 2014
ALPS Fund Services, Inc. September 2007 - August 2008
Skills
Trading, Equities, Mutual Funds, Money Market, Fixed Income, Strategic Financial...
Education
Gonzaga University Graduate School of Business
MBA, Business Administration and Management, General
Gonzaga University
BBA, Finance
Katie (Connolly) Petty's ALPS Fund Services, Inc. Experience October 2006 - August 2010
Job Director, Fund Administration at Transamerica
Industry Financial Services
Experience
Transamerica June 2014 - Present
Great-West Financial August 2010 - June 2014
ALPS Fund Services, Inc. October 2006 - August 2010
ALPS Fund Services, Inc. January 2004 - September 2006
ALPS Fund Services, Inc. January 2000 - December 2003
Skills
Financial Reporting, Mutual Funds, Accounting, Analysis, Investments, Budgets, Financial Statements, Forecasting, Financial Services, Equities, GAAP, SEC filings, Process Improvement, Fixed Income, SEC Filings
Education
Adams State University 1996 — 1999
Bachelor Of Science, Finance, Marketing
Transamerica June 2014 - Present
Great-West Financial August 2010 - June 2014
ALPS Fund Services, Inc. October 2006 - August 2010
ALPS Fund Services, Inc. January 2004 - September 2006
ALPS Fund Services, Inc. January 2000 - December 2003
Skills
Financial Reporting, Mutual Funds, Accounting, Analysis, Investments, Budgets, Financial Statements, Forecasting, Financial Services, Equities, GAAP, SEC filings, Process Improvement, Fixed Income, SEC Filings
Education
Adams State University 1996 — 1999
Bachelor Of Science, Finance, Marketing
Scott McVicker's ALPS Fund Services, Inc. Experience June 2006 - October 2009
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
Max Morris-Cohen's ALPS Fund Services, Inc. Experience August 2009 - February 2010
Job Quality Assurance
Industry Financial Services
Experience
UrbanBound August 2014 - Present
Centro September 2013 - June 2014
Backstop Solutions Group April 2012 - September 2013
Textura Corporation February 2010 - April 2012
ALPS Fund Services, Inc. August 2009 - February 2010
Textura LLC November 2007 - May 2008
Textura LLC May 2007 - August 2007
Skills
Microsoft Excel, Software Quality..., Process Improvement, Testing, SDLC, Software Implementation, Business Analysis, Project Management, Quality Assurance, Agile Methodologies, Visio, SQL, Software Documentation, Scrum, Integration, Dog Grooming, Airworthiness, Dairy Products, Meat Processing, Dog Behavior, Lunch
Education
Colorado State University 2005 — 2009
BS, Business
UrbanBound August 2014 - Present
Centro September 2013 - June 2014
Backstop Solutions Group April 2012 - September 2013
Textura Corporation February 2010 - April 2012
ALPS Fund Services, Inc. August 2009 - February 2010
Textura LLC November 2007 - May 2008
Textura LLC May 2007 - August 2007
Skills
Microsoft Excel, Software Quality..., Process Improvement, Testing, SDLC, Software Implementation, Business Analysis, Project Management, Quality Assurance, Agile Methodologies, Visio, SQL, Software Documentation, Scrum, Integration, Dog Grooming, Airworthiness, Dairy Products, Meat Processing, Dog Behavior, Lunch
Education
Colorado State University 2005 — 2009
BS, Business
Ann Filkowski's ALPS Fund Services, Inc. Experience February 2010 - May 2011
Job Manager, Investment Reporting at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial July 2014 - Present
Great-West Financial May 2011 - July 2014
ALPS Fund Services, Inc. February 2010 - May 2011
ALPS Fund Services, Inc. October 2008 - February 2010
ALPS Fund Services, Inc. October 2006 - October 2008
ALPS Fund Services, Inc. December 2004 - October 2006
Skills
Finance, Financial Reporting, Leadership, Management, Project Management, Analysis, Accounting, Investments, Financial Statements, Mutual Funds
Education
Colorado State University 2000 — 2004
Finance
Great-West Financial July 2014 - Present
Great-West Financial May 2011 - July 2014
ALPS Fund Services, Inc. February 2010 - May 2011
ALPS Fund Services, Inc. October 2008 - February 2010
ALPS Fund Services, Inc. October 2006 - October 2008
ALPS Fund Services, Inc. December 2004 - October 2006
Skills
Finance, Financial Reporting, Leadership, Management, Project Management, Analysis, Accounting, Investments, Financial Statements, Mutual Funds
Education
Colorado State University 2000 — 2004
Finance
Paul Leone's ALPS Fund Services, Inc. Experience April 2010 - August 2014
Job BrokerDealer Investment Adviser Investment Company
Industry Investment Management
Experience
Broker-Dealer and Investment Adviser Attorney May 2015 - Present
Leone Law Office September 2014 - May 2015
ALPS Fund Services, Inc. April 2010 - August 2014
Old Mutual Capital October 2005 - December 2009
Wisconsin Capital Management January 2003 - October 2005
INVESCO Funds Group May 1997 - June 2002
Skills
FINRA, Mutual Funds, Securities, Series 24, Alternative Investments, Series 7, Securities Regulation, Investments, Asset Managment, Equities, Investment Strategies, Asset Management, Investment Management, Asset Allocation, Corporate Finance, Financial Services, Trading, Wealth Management, Retirement Planning, Bloomberg, Fixed Income, Hedge Funds, Financial Regulation, Finance, Corporate Governance, Private Equity, Risk Management, Due Diligence, Portfolio Management, ETFs, Corporate Law, Retirement, Uniform Combined State..., Derivatives, Broker-Dealer, Capital Markets, Investment Advisory
Education
Golden Gate University, School of Law 1991 — 1993
JD, Law
Marquette University 1981 — 1985
BS, Business Administration
Broker-Dealer and Investment Adviser Attorney May 2015 - Present
Leone Law Office September 2014 - May 2015
ALPS Fund Services, Inc. April 2010 - August 2014
Old Mutual Capital October 2005 - December 2009
Wisconsin Capital Management January 2003 - October 2005
INVESCO Funds Group May 1997 - June 2002
Skills
FINRA, Mutual Funds, Securities, Series 24, Alternative Investments, Series 7, Securities Regulation, Investments, Asset Managment, Equities, Investment Strategies, Asset Management, Investment Management, Asset Allocation, Corporate Finance, Financial Services, Trading, Wealth Management, Retirement Planning, Bloomberg, Fixed Income, Hedge Funds, Financial Regulation, Finance, Corporate Governance, Private Equity, Risk Management, Due Diligence, Portfolio Management, ETFs, Corporate Law, Retirement, Uniform Combined State..., Derivatives, Broker-Dealer, Capital Markets, Investment Advisory
Education
Golden Gate University, School of Law 1991 — 1993
JD, Law
Marquette University 1981 — 1985
BS, Business Administration
Drew Haubert's ALPS Fund Services, Inc. Experience May 2011 - November 2013
Job Men's Active Apparel Planner Sports Authority
Industry Retail
Experience
Sports Authority March 2015 - Present
Sports Authority March 2014 - March 2015
Sports Authority December 2013 - March 2015
Alps Fund Services, Inc. May 2011 - November 2013
Alps Fund Services, Inc. March 2007 - May 2011
Skills
Merchandising, Retail, Inventory Management, Retail Sales, Microsoft Excel
Education
Metropolitan State University of Denver 2000 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Sports Authority March 2015 - Present
Sports Authority March 2014 - March 2015
Sports Authority December 2013 - March 2015
Alps Fund Services, Inc. May 2011 - November 2013
Alps Fund Services, Inc. March 2007 - May 2011
Skills
Merchandising, Retail, Inventory Management, Retail Sales, Microsoft Excel
Education
Metropolitan State University of Denver 2000 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
David Greengard's ALPS Fund Services, Inc. Experience March 2008 - November 2010
Job Senior Investment Analyst at The Marco Consulting Group
Industry Financial Services
Experience
The Marco Consulting Group July 2015 - Present
The Marco Consulting Group October 2010 - July 2015
ALPS Fund Services Inc. March 2008 - November 2010
Clayton Fixed Income Services April 2007 - March 2008
Skills
Bloomberg, Equities, Investments, Fixed Income, Due Diligence, Alternative Investments, Analysis, Asset Allocation, Investment Strategies
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
The Marco Consulting Group July 2015 - Present
The Marco Consulting Group October 2010 - July 2015
ALPS Fund Services Inc. March 2008 - November 2010
Clayton Fixed Income Services April 2007 - March 2008
Skills
Bloomberg, Equities, Investments, Fixed Income, Due Diligence, Alternative Investments, Analysis, Asset Allocation, Investment Strategies
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science (BS), Finance and Financial Management Services
Kyle Folkerts, MBA's ALPS Fund Services, Inc. Experience February 2012 - August 2012
Job Investment Operations Analyst at Wealth Touch, Inc.
Industry Investment Management
Experience
Wealth Touch, Inc. November 2012 - Present
ALPS Fund Services, Inc. February 2012 - August 2012
Lipper May 2009 - March 2011
Lipper September 2006 - May 2009
Oppenheimer Funds August 2002 - October 2005
Janus Capital Group 1999 - 2002
Skills
Analysis, Financial Analysis, Equities, Mutual Funds, Budgets, Investments, Accruals
Education
University of Colorado Denver 2002 — 2006
MBA, Finance
University of Iowa 1993 — 1997
B.A., English
Wealth Touch, Inc. November 2012 - Present
ALPS Fund Services, Inc. February 2012 - August 2012
Lipper May 2009 - March 2011
Lipper September 2006 - May 2009
Oppenheimer Funds August 2002 - October 2005
Janus Capital Group 1999 - 2002
Skills
Analysis, Financial Analysis, Equities, Mutual Funds, Budgets, Investments, Accruals
Education
University of Colorado Denver 2002 — 2006
MBA, Finance
University of Iowa 1993 — 1997
B.A., English
Dawn Cotten's ALPS Fund Services, Inc. Experience June 2009 - July 2013
Job Senior Client Relationship Manager at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company July 2013 - Present
ALPS Fund Services, Inc. June 2009 - July 2013
Madison Capital Management February 2009 - June 2009
Janus Capital Group July 2000 - February 2009
Skills
Mutual Funds
Education
Regis University 2007 — 2009
MBA, Accounting and Finance Concentration
William Woods University 1996 — 2000
BS, Accounting and Economics
ALPS, A DST Company July 2013 - Present
ALPS Fund Services, Inc. June 2009 - July 2013
Madison Capital Management February 2009 - June 2009
Janus Capital Group July 2000 - February 2009
Skills
Mutual Funds
Education
Regis University 2007 — 2009
MBA, Accounting and Finance Concentration
William Woods University 1996 — 2000
BS, Accounting and Economics
Brian Hettinger's ALPS Fund Services, Inc. Experience July 2006 - May 2007
Job Manager Accounting/Operations/Compliance
Industry Transportation/Trucking/Railroad
Experience
Graebel Companies, Inc. April 2015 - Present
Graebel Companies December 2013 - June 2015
Franktown Fire Protection District September 2010 - June 2014
Castle Pines Emergency Services September 2012 - July 2013
MPEG LA May 2008 - May 2012
Robert Half International May 2007 - May 2008
ALPS Fund Services, Inc. July 2006 - May 2007
Nextel Communications 1999 - July 2006
Skills
Financial Analysis, Finance, Microsoft Office, Program Management, Process Improvement, Budgets, Training, Analysis, Customer Service, Management, Strategic Planning, Leadership, Team Leadership, Accounting, Negotiation, Contract Negotiation, Team Building
Education
Metropolitan State University of Denver 2000 — 2005
Bachelor of Science (B.S.), Finance, General
Graebel Companies, Inc. April 2015 - Present
Graebel Companies December 2013 - June 2015
Franktown Fire Protection District September 2010 - June 2014
Castle Pines Emergency Services September 2012 - July 2013
MPEG LA May 2008 - May 2012
Robert Half International May 2007 - May 2008
ALPS Fund Services, Inc. July 2006 - May 2007
Nextel Communications 1999 - July 2006
Skills
Financial Analysis, Finance, Microsoft Office, Program Management, Process Improvement, Budgets, Training, Analysis, Customer Service, Management, Strategic Planning, Leadership, Team Leadership, Accounting, Negotiation, Contract Negotiation, Team Building
Education
Metropolitan State University of Denver 2000 — 2005
Bachelor of Science (B.S.), Finance, General
Jackie Kiefer's ALPS Fund Services, Inc. Experience Financial Reporting SupervisorALPS Fund Services, Inc.2006 - Present
Job Manager of Financial Reporting at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. Financial Reporting SupervisorALPS Fund Services, Inc.2006 - Present
Skills
Fund Accounting, Mutual Funds, Securities, Fund Administration
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
ALPS Fund Services, Inc. Financial Reporting SupervisorALPS Fund Services, Inc.2006 - Present
Skills
Fund Accounting, Mutual Funds, Securities, Fund Administration
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
Jennifer Salinas-Clark's ALPS Fund Services, Inc. Experience April 2010 - May 2011
Job Supervisor, Advisor Services at Trust Company of America
Industry Financial Services
Experience
Trust Company of America April 2014 - Present
Trust Company of America September 2011 - March 2014
ALPS Fund Services, Inc. April 2010 - May 2011
Invesco US 2006 - 2009
Skills
Mutual Funds, Investments, Securities, Financial Services, Alternative Investments, Relationship Management, Portfolio Management, Asset Management, Series 6, 401k, FINRA, Fixed Annuities, Risk Management, Wealth Management, Asset Allocation, Investment Advisory, Fixed Income, Analysis, Hedge Funds, Finance, Bloomberg, Retirement
Education
Colorado State University-Pueblo 1998 — 2001
MBA and BA, Business Administration and Business Management
Trust Company of America April 2014 - Present
Trust Company of America September 2011 - March 2014
ALPS Fund Services, Inc. April 2010 - May 2011
Invesco US 2006 - 2009
Skills
Mutual Funds, Investments, Securities, Financial Services, Alternative Investments, Relationship Management, Portfolio Management, Asset Management, Series 6, 401k, FINRA, Fixed Annuities, Risk Management, Wealth Management, Asset Allocation, Investment Advisory, Fixed Income, Analysis, Hedge Funds, Finance, Bloomberg, Retirement
Education
Colorado State University-Pueblo 1998 — 2001
MBA and BA, Business Administration and Business Management
Justin Noack's ALPS Fund Services, Inc. Experience June 2009 - July 2010
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
Stephanie Barres's ALPS Fund Services, Inc. Experience June 2005 - July 2011
Job Manager, Investment Co. Act Products at Transamerica
Industry Financial Services
Experience
Transamerica November 2014 - Present
MountainView Capital Holdings July 2011 - November 2014
MountainView Securities, LLC July 2011 - November 2014
ALPS Fund Services, Inc. June 2005 - July 2011
INVESCO Funds Group November 1991 - March 2004
Skills
Leadership, Management, Financial Services, Series 7, Series 24, Legal Compliance, Compliance, Mutual Funds, Fixed Income, Fund Administration, Broker-Dealer, ETFs, Retirement Planning, Corporate Law, AML, Licensing, Relationship Management, 401k
Education
Arapahoe Community College 2007 — 2009
Certificate, Paralegal
University of Colorado at Colorado Springs
Bachelors, English
Transamerica November 2014 - Present
MountainView Capital Holdings July 2011 - November 2014
MountainView Securities, LLC July 2011 - November 2014
ALPS Fund Services, Inc. June 2005 - July 2011
INVESCO Funds Group November 1991 - March 2004
Skills
Leadership, Management, Financial Services, Series 7, Series 24, Legal Compliance, Compliance, Mutual Funds, Fixed Income, Fund Administration, Broker-Dealer, ETFs, Retirement Planning, Corporate Law, AML, Licensing, Relationship Management, 401k
Education
Arapahoe Community College 2007 — 2009
Certificate, Paralegal
University of Colorado at Colorado Springs
Bachelors, English
Laura Challman's ALPS Fund Services, Inc. Experience August 2009 - July 2011
Job Planner at Ralph Lauren
Industry Apparel & Fashion
Experience
Ralph Lauren June 2015 - Present
Ralph Lauren June 2013 - June 2015
J.Crew October 2012 - June 2013
J.Crew July 2011 - October 2012
Khirma Eliazov Handbags January 2011 - July 2011
ALPS Fund Services, Inc. August 2009 - July 2011
Gold Medal Waters September 2008 - February 2009
Skills
SAP, SAP BW, Microsoft Excel, Purchase Orders, Analytics, Online Retail, E-commerce, Forecasting
Education
University of Colorado at Boulder
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelors in Business Adminsitration, Finance
University of Virginia 2008 — 2008
Institute For Shipboard Education, Semester at Sea
College for Financial Planning 2009 — 2010
Chartered Retirement Plans Specialist
Ralph Lauren June 2015 - Present
Ralph Lauren June 2013 - June 2015
J.Crew October 2012 - June 2013
J.Crew July 2011 - October 2012
Khirma Eliazov Handbags January 2011 - July 2011
ALPS Fund Services, Inc. August 2009 - July 2011
Gold Medal Waters September 2008 - February 2009
Skills
SAP, SAP BW, Microsoft Excel, Purchase Orders, Analytics, Online Retail, E-commerce, Forecasting
Education
University of Colorado at Boulder
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelors in Business Adminsitration, Finance
University of Virginia 2008 — 2008
Institute For Shipboard Education, Semester at Sea
College for Financial Planning 2009 — 2010
Chartered Retirement Plans Specialist
J. Tison Cory's ALPS Fund Services, Inc. Experience September 2014 - Present
Job Vice President Intermediary Operations at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. September 2014 - Present
ALPS FUND SERVICES, INC January 2005 - Present
Metropolitan State College of Denver January 2000 - Present
OPPENHEIMERFUNDS, INC January 2004 - January 2005
INVESCO FUNDS GROUP, INC August 1997 - January 2004
BUTLER FINANCIAL, INC January 1996 - July 1997
CROWELL & MORING, LLC January 1995 - January 1996
Skills
Mutual Funds, Securities, Financial Services, Investments, Asset Management, Series 7, Equities, Alternative Investments, Hedge Funds, Risk Management
Education
Old Dominion University 1994 — 1994
Paralegal Certificate
University of Alabama 1987 — 1991
BA, Political Science
ALPS Fund Services, Inc. September 2014 - Present
ALPS FUND SERVICES, INC January 2005 - Present
Metropolitan State College of Denver January 2000 - Present
OPPENHEIMERFUNDS, INC January 2004 - January 2005
INVESCO FUNDS GROUP, INC August 1997 - January 2004
BUTLER FINANCIAL, INC January 1996 - July 1997
CROWELL & MORING, LLC January 1995 - January 1996
Skills
Mutual Funds, Securities, Financial Services, Investments, Asset Management, Series 7, Equities, Alternative Investments, Hedge Funds, Risk Management
Education
Old Dominion University 1994 — 1994
Paralegal Certificate
University of Alabama 1987 — 1991
BA, Political Science
Melissa Auld's ALPS Fund Services, Inc. Experience June 2006 - October 2007
Job Corporate Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company March 2012 - Present
Franklin Templeton Investments November 2010 - February 2012
Reflow Management January 2009 - October 2010
ALPS Fund Services, Inc. June 2006 - October 2007
ALPS Fund Services, Inc. February 2006 - May 2006
ALPS Mutual Funds Services August 2005 - February 2006
J.P. Morgan Retirement Plan Services October 2004 - July 2005
PFPC Worldwide June 2000 - May 2004
PFPC January 1996 - January 1999
Skills
Customer Relations, Mutual Funds, Financial Services, Series 6, Accounts Receivable, Management, Analysis, Accounting, Customer Service, Sales, Auditing, Access, Finance, Account Reconciliation, Mergers & Acquisitions, Financial Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1998
Archbishop Prendergast High School Drexel 1993 — 1997
High School Diploma
University of Phoenix King of Prussia
ALPS, A DST Company March 2012 - Present
Franklin Templeton Investments November 2010 - February 2012
Reflow Management January 2009 - October 2010
ALPS Fund Services, Inc. June 2006 - October 2007
ALPS Fund Services, Inc. February 2006 - May 2006
ALPS Mutual Funds Services August 2005 - February 2006
J.P. Morgan Retirement Plan Services October 2004 - July 2005
PFPC Worldwide June 2000 - May 2004
PFPC January 1996 - January 1999
Skills
Customer Relations, Mutual Funds, Financial Services, Series 6, Accounts Receivable, Management, Analysis, Accounting, Customer Service, Sales, Auditing, Access, Finance, Account Reconciliation, Mergers & Acquisitions, Financial Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1998
Archbishop Prendergast High School Drexel 1993 — 1997
High School Diploma
University of Phoenix King of Prussia
JoEllen Legg's ALPS Fund Services, Inc. Experience January 2013 - Present
Job Vice President, Assistant General Counsel at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. January 2013 - Present
ALPS Fund Services, Inc. October 2007 - September 2011
Adelphia Communications Corporation February 2005 - March 2007
Patton Boggs LLP March 2004 - January 2005
Fried Frank October 1998 - February 2004
Cleary Gottlieb Steen & Hamilton LLP September 1997 - April 1998
Education
The Catholic University of America, Columbus School of Law 1995 — 1998
J.D., Law
The George Washington University 1991 — 1993
M.A., Russian and East European Studies
Tver State University 1989 — 1990
Program Certificate, Russian Language
Eastern Washington University 1986 — 1989
B.A., International Affairs and Government/Russian
ALPS Fund Services, Inc. January 2013 - Present
ALPS Fund Services, Inc. October 2007 - September 2011
Adelphia Communications Corporation February 2005 - March 2007
Patton Boggs LLP March 2004 - January 2005
Fried Frank October 1998 - February 2004
Cleary Gottlieb Steen & Hamilton LLP September 1997 - April 1998
Education
The Catholic University of America, Columbus School of Law 1995 — 1998
J.D., Law
The George Washington University 1991 — 1993
M.A., Russian and East European Studies
Tver State University 1989 — 1990
Program Certificate, Russian Language
Eastern Washington University 1986 — 1989
B.A., International Affairs and Government/Russian
Matt Eischen's ALPS Fund Services, Inc. Experience February 2003 - Present
Job Sr Vice President at ALPS Fund Services, Inc
Industry Financial Services
Experience
ALPS Fund Services, Inc February 2003 - Present
ALPS Fund Services, Inc 2003 - Present
Invesco Funds Group 1997 - 2003
Invesco Aim 1997 - 2003
Skills
Mutual Funds, Series 7, Alternative Investments, Securities, Series 63, Asset Management, Equities, Financial Services, Series 6, Investments, Asset Allocation, 401k, Hedge Funds, FINRA
Education
University of Northern Colorado
Business Management
ALPS Fund Services, Inc February 2003 - Present
ALPS Fund Services, Inc 2003 - Present
Invesco Funds Group 1997 - 2003
Invesco Aim 1997 - 2003
Skills
Mutual Funds, Series 7, Alternative Investments, Securities, Series 63, Asset Management, Equities, Financial Services, Series 6, Investments, Asset Allocation, 401k, Hedge Funds, FINRA
Education
University of Northern Colorado
Business Management
Jennifer Nordberg's ALPS Fund Services, Inc. Experience September 2011 - Present
Job Assistant Vice President, ALPS, A DST Company
Industry Accounting
Experience
ALPS, A DST Company July 2015 - Present
ALPS Fund Services, Inc. September 2011 - Present
ALPS Price Meadows January 2001 - September 2011
Skills
Private Equity, Alternative Investments, Hedge Funds, Securities, Investments
Education
George Fox University 1997 — 2003
B.A, Business and Economics
ALPS, A DST Company July 2015 - Present
ALPS Fund Services, Inc. September 2011 - Present
ALPS Price Meadows January 2001 - September 2011
Skills
Private Equity, Alternative Investments, Hedge Funds, Securities, Investments
Education
George Fox University 1997 — 2003
B.A, Business and Economics
Allen French's ALPS Fund Services, Inc. Experience May 2012 - March 2015
Job Manager, Investment Company Act Products
Industry Financial Services
Experience
Transamerica March 2015 - Present
ALPS Fund Services, Inc. May 2012 - March 2015
Old Mutual Capital April 2006 - April 2012
Founders Asset Management September 1996 - April 2006
Invesco Funds Group January 1994 - September 1996
Skills
Mutual Funds, Securities, Investments, FINRA
Education
University of Phoenix 2000 — 2002
MBA, Business Administration
University of Phoenix 1995 — 1997
BSB/IS, Business and Information Systems
Joliet Junior College 1977 — 1978
ARS, Accounting
Transamerica March 2015 - Present
ALPS Fund Services, Inc. May 2012 - March 2015
Old Mutual Capital April 2006 - April 2012
Founders Asset Management September 1996 - April 2006
Invesco Funds Group January 1994 - September 1996
Skills
Mutual Funds, Securities, Investments, FINRA
Education
University of Phoenix 2000 — 2002
MBA, Business Administration
University of Phoenix 1995 — 1997
BSB/IS, Business and Information Systems
Joliet Junior College 1977 — 1978
ARS, Accounting
Alex Marks's ALPS Fund Services, Inc. Experience October 2011 - Present
Job Legal Professional
Industry Legal Services
Experience
ALPS Fund Services, Inc. October 2011 - Present
ALPS Fund Services, Inc. July 2006 - September 2011
Fidelity Investments November 2000 - May 2006
Skills
Financial Services, Team Building, Legal Compliance, Asset Management, Securities, Contract Negotiation, Investments
Education
New England School of Law 2002 — 2006
Juris Doctor
Syracuse University 1993 — 1997
Bachelor of Science, Business Marketing and Management
North Yarmouth Academy
ALPS Fund Services, Inc. October 2011 - Present
ALPS Fund Services, Inc. July 2006 - September 2011
Fidelity Investments November 2000 - May 2006
Skills
Financial Services, Team Building, Legal Compliance, Asset Management, Securities, Contract Negotiation, Investments
Education
New England School of Law 2002 — 2006
Juris Doctor
Syracuse University 1993 — 1997
Bachelor of Science, Business Marketing and Management
North Yarmouth Academy
Jim Diaz's ALPS Fund Services, Inc. Experience April 2010 - 2011
Job Denver Commercial Coatings
Industry Commercial Real Estate
Experience
Denver Commercial Coatings 2012 - Present
ALPS Fund Services, Inc. April 2010 - 2011
Old Mutual March 2006 - August 2009
FundMark 1993 - 2000
Skills
Investments, Business Development, Relationship Management, CRM, Commercial Coatings, Portfolio Management, Management, Budgets
Education
University of Denver
University of Wisconsin-La Crosse
Denver Commercial Coatings 2012 - Present
ALPS Fund Services, Inc. April 2010 - 2011
Old Mutual March 2006 - August 2009
FundMark 1993 - 2000
Skills
Investments, Business Development, Relationship Management, CRM, Commercial Coatings, Portfolio Management, Management, Budgets
Education
University of Denver
University of Wisconsin-La Crosse
David Buhler's ALPS Fund Services, Inc. Experience June 2010 - August 2015
Job AttorneyAdvisor at U.S. Securities and Exchange Commission
Industry Investment Management
Experience
U.S. Securities and Exchange Commission August 2015 - Present
ALPS Fund Services, Inc. June 2010 - August 2015
Founders Asset Management LLC January 2006 - February 2009
Great-West Life & Annuity Insurance Company July 1997 - January 2006
Skills
Variable Annuities, Mutual Funds, Investment Company Act
Education
University of Denver - Sturm College of Law 1993 — 1996
J.D., Law
The George Washington University 1989 — 1993
B.A., International Affairs
U.S. Securities and Exchange Commission August 2015 - Present
ALPS Fund Services, Inc. June 2010 - August 2015
Founders Asset Management LLC January 2006 - February 2009
Great-West Life & Annuity Insurance Company July 1997 - January 2006
Skills
Variable Annuities, Mutual Funds, Investment Company Act
Education
University of Denver - Sturm College of Law 1993 — 1996
J.D., Law
The George Washington University 1989 — 1993
B.A., International Affairs
David Glissmeyer's ALPS Fund Services, Inc. Experience September 2009 - April 2011
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
Izabela Sadeghi's ALPS Fund Services, Inc. Experience May 2006 - August 2014
Job Sr. Compliance Manager at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab August 2014 - Present
ALPS Fund Services, Inc. May 2006 - August 2014
Columbia Management March 2002 - May 2006
Skills
Regulatory Compliance, Compliance Oversight, Mutual Funds, ETFs, Series 24, Series 7, Series 63, Series 65, Series 4, Alternative Investments, Asset Management, FINRA, Equities, Financial Services, Hedge Funds, Securities
Education
University of Denver - Daniels College of Business 1997 — 2004
BSBA, Finance & International Business
University of Denver 1996 — 2004
BA, Spanish with minor in Communications
Charles Schwab August 2014 - Present
ALPS Fund Services, Inc. May 2006 - August 2014
Columbia Management March 2002 - May 2006
Skills
Regulatory Compliance, Compliance Oversight, Mutual Funds, ETFs, Series 24, Series 7, Series 63, Series 65, Series 4, Alternative Investments, Asset Management, FINRA, Equities, Financial Services, Hedge Funds, Securities
Education
University of Denver - Daniels College of Business 1997 — 2004
BSBA, Finance & International Business
University of Denver 1996 — 2004
BA, Spanish with minor in Communications
Alan Gattis's ALPS Fund Services, Inc. Experience September 2011 - Present
Job Fund Controller at ALPS Fund Services, Inc.
Industry Accounting
Experience
ALPS Fund Services, Inc. September 2011 - Present
Spicer Jeffries November 2009 - September 2011
PricewaterhouseCoopers January 2004 - September 2009
Education
New Mexico State University 2000 — 2003
Master's degree, Accounting and Finance
ALPS Fund Services, Inc. September 2011 - Present
Spicer Jeffries November 2009 - September 2011
PricewaterhouseCoopers January 2004 - September 2009
Education
New Mexico State University 2000 — 2003
Master's degree, Accounting and Finance
Libby Teafatiller's ALPS Fund Services, Inc. Experience August 2001 - Present
Job Vice President & Fund Accounting Expense Manager at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. August 2001 - Present
Orbitex Fund Services September 1999 - July 2001
Aerotek Commercial Staffing June 1998 - September 1999
Skills
Mutual Funds, Fund Accounting, Securities, Financial Services, Hedge Funds, Bloomberg, Alternative Investments, Investments, Equities, Asset Management, Valuation, Fund Administration, Fund Of Funds, Bloomberg Terminal, Finance, Corporate Actions, Financial Modeling, FINRA, ETFs, Asset Allocation
Education
Kansas State University 1994 — 1998
Bachelor of Applied Science (BASc), Business Administration and Management, General
ALPS Fund Services, Inc. August 2001 - Present
Orbitex Fund Services September 1999 - July 2001
Aerotek Commercial Staffing June 1998 - September 1999
Skills
Mutual Funds, Fund Accounting, Securities, Financial Services, Hedge Funds, Bloomberg, Alternative Investments, Investments, Equities, Asset Management, Valuation, Fund Administration, Fund Of Funds, Bloomberg Terminal, Finance, Corporate Actions, Financial Modeling, FINRA, ETFs, Asset Allocation
Education
Kansas State University 1994 — 1998
Bachelor of Applied Science (BASc), Business Administration and Management, General
Josh Eihausen's ALPS Fund Services, Inc. Experience February 2012 - May 2014
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
Emily Clark Wessels's ALPS Fund Services, Inc. Experience 2011 - April 2013
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
Matthew Berkeland , MBA's ALPS Fund Services, Inc. Experience July 2010 - November 2011
Job Principal Senior Financial Analyst
Industry Financial Services
Experience
EchoStar Corporation November 2011 - Present
ALPS Fund Services, Inc. July 2010 - November 2011
ALPS Fund Services, Inc. August 2007 - August 2010
Intrawest November 2006 - July 2007
Janus Capital Group February 2005 - November 2006
University of Colorado at Boulder February 2002 - June 2004
Skills
Simulation, Thought Leadership, Database Design, Process Development, Financial Modeling, Microsoft Office, Monte Carlo Simulation, Risk Analysis, Process Simulation, Analysis, Forecasting, Finance, Risk Management, Data Analysis, Accounting, Budgets, Financial Services, Leadership, Portfolio Management, Simulations, ERP, Corporate Finance, Investments, Bloomberg, Financial Accounting, Financial Reporting, Financial Analysis, Securities, Strategic Financial..., PeopleSoft, Financial Forecasting, Sarbanes-Oxley Act, Business Analysis, Business Process, Variance Analysis, Cash Flow, Mutual Funds, Valuation, Auditing, Microsoft Excel
Education
University of Colorado at Denver 2006 — 2010
MBA, Financial Analysis
University of Colorado at Boulder 2000 — 2004
Finance, Economics
EchoStar Corporation November 2011 - Present
ALPS Fund Services, Inc. July 2010 - November 2011
ALPS Fund Services, Inc. August 2007 - August 2010
Intrawest November 2006 - July 2007
Janus Capital Group February 2005 - November 2006
University of Colorado at Boulder February 2002 - June 2004
Skills
Simulation, Thought Leadership, Database Design, Process Development, Financial Modeling, Microsoft Office, Monte Carlo Simulation, Risk Analysis, Process Simulation, Analysis, Forecasting, Finance, Risk Management, Data Analysis, Accounting, Budgets, Financial Services, Leadership, Portfolio Management, Simulations, ERP, Corporate Finance, Investments, Bloomberg, Financial Accounting, Financial Reporting, Financial Analysis, Securities, Strategic Financial..., PeopleSoft, Financial Forecasting, Sarbanes-Oxley Act, Business Analysis, Business Process, Variance Analysis, Cash Flow, Mutual Funds, Valuation, Auditing, Microsoft Excel
Education
University of Colorado at Denver 2006 — 2010
MBA, Financial Analysis
University of Colorado at Boulder 2000 — 2004
Finance, Economics
Ryan Mischker's ALPS Fund Services, Inc. Experience January 2008 - January 2010
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
Blake Bienemann's ALPS Fund Services, Inc. Experience December 2011 - May 2014
Job Vice President of Regional Sales at Peritus Asset Management, LLC
Industry Investment Management
Experience
Peritus Asset Management, LLC May 2014 - Present
ALPS Fund Services, Inc. December 2011 - May 2014
The Institute for Wealth Management April 2009 - December 2011
Saridea Inspired Engineering June 2006 - August 2008
Education
Metropolitan State University of Denver 2003 — 2008
Bachelors, Finance
Cherry Creek High School 1998 — 2002
Peritus Asset Management, LLC May 2014 - Present
ALPS Fund Services, Inc. December 2011 - May 2014
The Institute for Wealth Management April 2009 - December 2011
Saridea Inspired Engineering June 2006 - August 2008
Education
Metropolitan State University of Denver 2003 — 2008
Bachelors, Finance
Cherry Creek High School 1998 — 2002
Lauren Melvick's ALPS Fund Services, Inc. Experience February 2011 - July 2014
Job Video Producer/Editor at Ace Miller Productions, LLC
Industry Marketing and Advertising
Experience
Ace Miller Productions, LLC June 2014 - Present
ALPS Fund Services, Inc February 2011 - July 2014
Denver's Core Nutrition May 2010 - December 2011
Paramount Cafe February 2009 - May 2010
Skills
Food, Customer Service, Coaching, Public Speaking, Promotions, Marketing, Supervising, Coordination, Event Planning, Financial Services, Management, Account Management
Education
University of Colorado at Denver 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
Ace Miller Productions, LLC June 2014 - Present
ALPS Fund Services, Inc February 2011 - July 2014
Denver's Core Nutrition May 2010 - December 2011
Paramount Cafe February 2009 - May 2010
Skills
Food, Customer Service, Coaching, Public Speaking, Promotions, Marketing, Supervising, Coordination, Event Planning, Financial Services, Management, Account Management
Education
University of Colorado at Denver 2004 — 2008
Bachelor of Business Administration (B.B.A.), Marketing
Melissa MacUmber's ALPS Fund Services, Inc. Experience August 2010 - August 2011
Job Senior Corporate Accountant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2014 - Present
OppenheimerFunds August 2011 - January 2014
ALPS Fund Services, Inc. August 2010 - August 2011
ALPS Fund Services, Inc. June 2008 - August 2010
Skills
Bloomberg, Fund Accounting, Financial Reporting, Mutual Funds, Microsoft Excel, Accounting, Financial Analysis, General Ledger
Education
Johnson & Wales University 2005 — 2008
Accounting, Business Administration
OppenheimerFunds February 2014 - Present
OppenheimerFunds August 2011 - January 2014
ALPS Fund Services, Inc. August 2010 - August 2011
ALPS Fund Services, Inc. June 2008 - August 2010
Skills
Bloomberg, Fund Accounting, Financial Reporting, Mutual Funds, Microsoft Excel, Accounting, Financial Analysis, General Ledger
Education
Johnson & Wales University 2005 — 2008
Accounting, Business Administration
Byron Epp's ALPS Fund Services, Inc. Experience May 2009 - June 2010
Job Sales Manager at Yelp, Chicago
Industry Internet
Experience
Yelp, Chicago April 2014 - Present
Yelp September 2013 - March 2014
Yelp January 2013 - August 2013
Yelp August 2010 - December 2012
ALPS Fund Services, Inc. May 2009 - June 2010
Formations, LLC September 2008 - December 2009
CB Richard Ellis June 2008 - August 2008
Skills
Sales Management, Sales, Advertising, CRM, Advertising Sales, Management, Social Media Marketing, Salesforce.com, Social Media, Microsoft Office, Microsoft Excel, Marketing, Real Estate
Education
University of Colorado Boulder 2005 — 2009
Business, Finance, Real Estate
Yelp, Chicago April 2014 - Present
Yelp September 2013 - March 2014
Yelp January 2013 - August 2013
Yelp August 2010 - December 2012
ALPS Fund Services, Inc. May 2009 - June 2010
Formations, LLC September 2008 - December 2009
CB Richard Ellis June 2008 - August 2008
Skills
Sales Management, Sales, Advertising, CRM, Advertising Sales, Management, Social Media Marketing, Salesforce.com, Social Media, Microsoft Office, Microsoft Excel, Marketing, Real Estate
Education
University of Colorado Boulder 2005 — 2009
Business, Finance, Real Estate
Sherie Williams's ALPS Fund Services, Inc. Experience January 2009 - August 2012
Job AVP, Information Technology Operations at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company August 2012 - Present
ALPS Fund Services, Inc. January 2009 - August 2012
ALPS Fund Services, Inc. October 2008 - December 2008
ALPS Fund Services, Inc. September 2006 - September 2008
SunGard Insurance Systems February 2000 - September 2006
Kaman Instrumentation July 1997 - December 1999
Kaman Instrumentation July 1997 - September 1999
Skills
Disaster Recovery, Networking, Active Directory, Visio, Process Improvement, SharePoint, Data Center, Business Analysis, Technical Support, Business Continuity
Education
Colorado State University 1993 — 1997
B.S, Nutrition and Dietetics, conc. fitness
ALPS, A DST Company August 2012 - Present
ALPS Fund Services, Inc. January 2009 - August 2012
ALPS Fund Services, Inc. October 2008 - December 2008
ALPS Fund Services, Inc. September 2006 - September 2008
SunGard Insurance Systems February 2000 - September 2006
Kaman Instrumentation July 1997 - December 1999
Kaman Instrumentation July 1997 - September 1999
Skills
Disaster Recovery, Networking, Active Directory, Visio, Process Improvement, SharePoint, Data Center, Business Analysis, Technical Support, Business Continuity
Education
Colorado State University 1993 — 1997
B.S, Nutrition and Dietetics, conc. fitness
Charlie Orn's ALPS Fund Services, Inc. Experience May 2008 - May 2011
Job Active Trader Broker at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2011 - Present
ALPS Fund Services, Inc. May 2008 - May 2011
W.R. Grace Shang Hai July 2007 - October 2007
Skills
Mutual Funds, Series 6, Series 63, Stock Trading, Series 7, Options, Investments, Portfolio Management, Financial Analysis, Financial Services, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Equities
Education
University of Denver 2002 — 2007
International Business, Chinese, Economics, Finance, Business Administration
Charles Schwab August 2011 - Present
ALPS Fund Services, Inc. May 2008 - May 2011
W.R. Grace Shang Hai July 2007 - October 2007
Skills
Mutual Funds, Series 6, Series 63, Stock Trading, Series 7, Options, Investments, Portfolio Management, Financial Analysis, Financial Services, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Equities
Education
University of Denver 2002 — 2007
International Business, Chinese, Economics, Finance, Business Administration
Jasper Frontz's ALPS Fund Services, Inc. Experience August 1995 - June 1997
Job Vice President Operations, Compliance & Fund Admin at Denver Investments
Industry Investment Management
Experience
Denver Investments June 1997 - Present
ALPS Fund Services, Inc. August 1995 - June 1997
Deloitte August 1991 - July 1995
Skills
Mutual Funds, Asset Management, Investment Management, Portfolio Management, Financial Services
Education
University of Colorado Boulder 1987 — 1991
BS, Accounting
Denver Investments June 1997 - Present
ALPS Fund Services, Inc. August 1995 - June 1997
Deloitte August 1991 - July 1995
Skills
Mutual Funds, Asset Management, Investment Management, Portfolio Management, Financial Services
Education
University of Colorado Boulder 1987 — 1991
BS, Accounting
Nicholas Miceli's ALPS Fund Services, Inc. Experience May 2010 - April 2011
Job Manager of FP&A at National Entertainment Network, LLC
Industry Financial Services
Experience
National Entertainment Network, LLC August 2015 - Present
National Entertainment Network, LLC March 2015 - Present
ALPS, A DST Company March 2013 - March 2015
ALPS, A DST Company August 2012 - March 2013
ALPS, A DST Company April 2011 - September 2012
ALPS Fund Services, Inc. May 2010 - April 2011
Colorado State University August 2008 - October 2009
Skills
Bloomberg, Financial Reporting, Accounting, Asset Management, Performance Analysis, Visual Basic, Confluence, Audit, Budgeting, FINRA, Portfolio Management, Account Reconciliation, Management, Investments, Auditing
Education
University of Colorado at Denver 2011 — 2014
Master of Business Administration (MBA), Business Strategy
Colorado State University 2006 — 2010
BA, Economics
National Entertainment Network, LLC August 2015 - Present
National Entertainment Network, LLC March 2015 - Present
ALPS, A DST Company March 2013 - March 2015
ALPS, A DST Company August 2012 - March 2013
ALPS, A DST Company April 2011 - September 2012
ALPS Fund Services, Inc. May 2010 - April 2011
Colorado State University August 2008 - October 2009
Skills
Bloomberg, Financial Reporting, Accounting, Asset Management, Performance Analysis, Visual Basic, Confluence, Audit, Budgeting, FINRA, Portfolio Management, Account Reconciliation, Management, Investments, Auditing
Education
University of Colorado at Denver 2011 — 2014
Master of Business Administration (MBA), Business Strategy
Colorado State University 2006 — 2010
BA, Economics
Mark Wellen's ALPS Fund Services, Inc. Experience March 2012 - Present
Job Senior Compliance Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2013 - Present
ALPS Fund Services Inc. March 2012 - Present
Brown Brothers Harriman September 2010 - March 2012
OppenheimerFunds October 2005 - September 2010
Education
University of Denver 2000 — 2005
Bachelor of Science (BS), Finance, General
OppenheimerFunds July 2013 - Present
ALPS Fund Services Inc. March 2012 - Present
Brown Brothers Harriman September 2010 - March 2012
OppenheimerFunds October 2005 - September 2010
Education
University of Denver 2000 — 2005
Bachelor of Science (BS), Finance, General
April Baclawski, CPA's ALPS Fund Services, Inc. Experience April 2008 - November 2008
Job Student at Red Rocks Community College
Industry Hospital & Health Care
Experience
Red Rocks Community College August 2014 - Present
Ball September 2011 - April 2013
Jefferson Wells December 2010 - September 2011
Great-West Life and Annuity Insurance Company September 2009 - April 2010
ALPS Fund Services, Inc. April 2008 - November 2008
Great-West Life and Annuity Insurance Company January 2007 - April 2008
Great-West Healthcare April 2000 - January 2007
Citco Fund Services October 1997 - March 2000
OppenheimerFunds April 1996 - April 1997
OppenheimerFunds April 1993 - April 1996
Skills
Accounting, Internal Audit
Education
Boston University - School of Education 1991 — 1992
MA, Mathematics Education
Boston University - School of Management 1986 — 1990
BSBA, Business Administration, Accounting
Red Rocks Community College August 2014 - Present
Ball September 2011 - April 2013
Jefferson Wells December 2010 - September 2011
Great-West Life and Annuity Insurance Company September 2009 - April 2010
ALPS Fund Services, Inc. April 2008 - November 2008
Great-West Life and Annuity Insurance Company January 2007 - April 2008
Great-West Healthcare April 2000 - January 2007
Citco Fund Services October 1997 - March 2000
OppenheimerFunds April 1996 - April 1997
OppenheimerFunds April 1993 - April 1996
Skills
Accounting, Internal Audit
Education
Boston University - School of Education 1991 — 1992
MA, Mathematics Education
Boston University - School of Management 1986 — 1990
BSBA, Business Administration, Accounting
Michelle Marschel-Visser's ALPS Fund Services, Inc. Experience May 2010 - May 2012
Job Investment Acct Supervisor / Assistant Fund Controller / Leadership / Employee Development
Industry Financial Services
Experience
Janus Capital Group May 2012 - Present
ALPS Fund Services, Inc. May 2010 - May 2012
ALPS Fund Services, Inc. October 2008 - May 2010
Janus Capital Group April 2005 - October 2008
Janus Capital Group April 2005 - February 2007
E.W. Scripps Co./GAC April 2004 - March 2005
Skills
Mutual Funds, Fund Accounting, Financial Reporting, Financial Statements, Equities, Fixed Income, Auditing, Internal Audit, SEC filings, Accruals, Budgets, Bloomberg, Alternative Investments, Fund Administration, Securities, Investments, Asset Management, Financial Analysis, Financial Modeling, Payroll, Internal Controls, Finance, Process Improvement, Financial Services, Derivatives, Accounting, Risk Management, Business Analysis
Education
University of Phoenix 2013 — 2016
Bachelor of Science in Business, Accounting and Business/Management, 3.97 GPA
Metro State College of Denver 1993 — 1996
Accounting and Finance
Ponderosa High School 1989 — 1993
Janus Capital Group May 2012 - Present
ALPS Fund Services, Inc. May 2010 - May 2012
ALPS Fund Services, Inc. October 2008 - May 2010
Janus Capital Group April 2005 - October 2008
Janus Capital Group April 2005 - February 2007
E.W. Scripps Co./GAC April 2004 - March 2005
Skills
Mutual Funds, Fund Accounting, Financial Reporting, Financial Statements, Equities, Fixed Income, Auditing, Internal Audit, SEC filings, Accruals, Budgets, Bloomberg, Alternative Investments, Fund Administration, Securities, Investments, Asset Management, Financial Analysis, Financial Modeling, Payroll, Internal Controls, Finance, Process Improvement, Financial Services, Derivatives, Accounting, Risk Management, Business Analysis
Education
University of Phoenix 2013 — 2016
Bachelor of Science in Business, Accounting and Business/Management, 3.97 GPA
Metro State College of Denver 1993 — 1996
Accounting and Finance
Ponderosa High School 1989 — 1993
Seth Cohn, CPA, CFE's ALPS Fund Services, Inc. Experience September 2011 - November 2012
Job Senior Specialist Forensics at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
PwC December 2012 - May 2015
ALPS Fund Services, Inc. September 2011 - November 2012
Skills
Financial Analysis, Accounting, Microsoft Excel, Budgets, Customer Service, GAAP, PowerPoint, QuickBooks, Nonprofits, IFRS, Public Speaking, Research, Microsoft Word, Outlook, Strategic Planning, SEC filings, Financial Accounting, SPSS, FASB, Non-profits, Fundraising, Microsoft Office, Event Planning, Lotus Notes, Lotus 123, Aura, SSAE 16, Swiss GAAP FER, ISA, GAAS
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2011
Bachelor of Science in Business Administration, Accounting
Wheat Ridge High School 2002 — 2006
Deloitte June 2015 - Present
PwC December 2012 - May 2015
ALPS Fund Services, Inc. September 2011 - November 2012
Skills
Financial Analysis, Accounting, Microsoft Excel, Budgets, Customer Service, GAAP, PowerPoint, QuickBooks, Nonprofits, IFRS, Public Speaking, Research, Microsoft Word, Outlook, Strategic Planning, SEC filings, Financial Accounting, SPSS, FASB, Non-profits, Fundraising, Microsoft Office, Event Planning, Lotus Notes, Lotus 123, Aura, SSAE 16, Swiss GAAP FER, ISA, GAAS
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2011
Bachelor of Science in Business Administration, Accounting
Wheat Ridge High School 2002 — 2006
Natasha Matte's ALPS Fund Services, Inc. Experience June 2011 - April 2012
Job Expense Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company April 2012 - Present
ALPS Fund Services, Inc. June 2011 - April 2012
ALPS Fund Services, Inc. March 2010 - June 2011
ALPS Fund Services, Inc. May 2009 - March 2010
ALPS Fund Services, Inc. February 2008 - May 2009
ALPS Fund Services, Inc. October 2007 - February 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Equities, Mutual Funds, Fund Accounting, Analysis
Education
Metropolitan State College of Denver 2008 — 2011
Bachelor of Science (B.S.), Accounting
ALPS, A DST Company April 2012 - Present
ALPS Fund Services, Inc. June 2011 - April 2012
ALPS Fund Services, Inc. March 2010 - June 2011
ALPS Fund Services, Inc. May 2009 - March 2010
ALPS Fund Services, Inc. February 2008 - May 2009
ALPS Fund Services, Inc. October 2007 - February 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Equities, Mutual Funds, Fund Accounting, Analysis
Education
Metropolitan State College of Denver 2008 — 2011
Bachelor of Science (B.S.), Accounting
Brenna Mitton's ALPS Fund Services, Inc. Experience June 2010 - Present
Job Senior Compliance Analyst at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. June 2010 - Present
Wells Fargo December 2009 - May 2010
JPMorgan Chase June 2008 - May 2009
Skills
Financial Services, Investments, Securities
Education
Northern Arizona University 2005 — 2009
Bachelor of Science in Business Administration, Finance
ALPS Fund Services, Inc. June 2010 - Present
Wells Fargo December 2009 - May 2010
JPMorgan Chase June 2008 - May 2009
Skills
Financial Services, Investments, Securities
Education
Northern Arizona University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Matt Mikalowsky's ALPS Fund Services, Inc. Experience June 2010 - Present
Job Software Engineer at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc. June 2010 - Present
Skills
Microsoft Excel, PowerPoint, Analysis, SQL, Data Analysis, Financial Analysis, JavaScript, HTML, Outlook, Microsoft Office
Education
Casper College 1990 — 1993
Associate's Degree, Design and Applied Arts
Natrona County High School 1987 — 1990
High School
ALPS Fund Services, Inc. June 2010 - Present
Skills
Microsoft Excel, PowerPoint, Analysis, SQL, Data Analysis, Financial Analysis, JavaScript, HTML, Outlook, Microsoft Office
Education
Casper College 1990 — 1993
Associate's Degree, Design and Applied Arts
Natrona County High School 1987 — 1990
High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY