AMG National Trust Bank

Description

Founded: 1972 Parent organization: AMG National Corp. Subsidiaries: AMG National Trust Bank, Asset Management Arm, Agua Caliente, LLC

AMG National Trust Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AMG National Trust Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.

AMG National Trust Bank Salaries. You can even request information on how much does AMG National Trust Bank pay if you want to. Learn about salaries, pros and cons of working for AMG National Trust Bank directly from the past employees.

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AMG National Trust Bank Employees

Employee
Years
Job
Industry
John Casteel John Casteel Greater Denver Area Details
John Casteel's AMG National Trust Bank Experience March 2014 - Present
Job Sr. Geologist
Industry
Experience
AMG National Trust Bank   March 2014 - Present

Education
Whitman College   1998 — 2002
Geology

Central Washington University
Master's degree, Geology

Laura Kirwan Laura Kirwan Houston, Texas Area Details
Laura Kirwan's AMG National Trust Bank Experience August 2012 - December 2013
Job Director of Marketing & Operations at ARCpoint Labs of Denver East
Industry Public Relations and Communications
Experience
ARCpoint Labs of Denver East   March 2015 - Present
ARCpoint Labs of Denver East   October 2013 - March 2015
AMG National Trust Bank   August 2012 - December 2013
The Buzzell Company  September 2009 - April 2011
Burson-Marsteller  June 2009 - August 2009
RaiderComm/Texas Tech's Student-run PR Firm   January 2007 - May 2008

Skills
Press Releases, Media Relations, Public Relations, Marketing Communications, Event Planning, Facebook, Brand Development, Strategic Communications, Crisis Communications, Publicity, Marketing, Research, Social Networking, Integrated Marketing, Cision, Corporate Communications, Social Media Measurement, Management, Newsletters, Message Development, Copy Editing, Social Media Marketing, Internal Communications, Blogging, Public Speaking, Press Kits, AP Style, Business Development, Public Affairs, Reputation Management, Business Strategy, Management Consulting, Social Media, Speech Writing, DOT Compliance, Drug Testing, Drug Metabolism, DOT Certified, Bloodborne Pathogens, HIPAA, OSHA, Specimen Collection, Laboratory Skills, Copywriting

Education
Cologne Business School   2011 — 2012
International Business

Texas Tech University   2006 — 2008
BA, Public Relations

Chaparral High School
High School

Kungsholmens Gymnasium
High School, International Baccalaureate Program (High School)

McKinney High School
High School

PRSA Accreditation Class

Becca Ellis Becca Ellis Greater Denver Area Details
Becca Ellis's AMG National Trust Bank Experience December 2013 - November 2014
Job Communications Strategist
Industry Financial Services
Experience
Curian Capital  December 2014 - September 2015
AMG National Trust Bank   December 2013 - November 2014
Colorado State University - College of Business  March 2013 - December 2013
Colorado State University - College of Business  December 2010 - February 2013
The Kyjen Company  August 2009 - October 2010
Colorado State University College of Business  August 2006 - November 2008
Fuller Real Estate  June 2007 - August 2007

Skills
Microsoft Excel, Research, Editing, Spanish, Marketing, Public Speaking, Time Management, Microsoft Office, Sales, Event Planning, Customer Service, Non-profits, PowerPoint, Team Building, Facebook, Strategic Planning, Microsoft Word, Social Media, Social Networking, Event Management, Marketing Communications, Newsletters, Higher Education, Leadership, Nonprofits, Training, Management, Marketing Strategy, Blogging, Public Relations, Press Releases, Data Analysis, Project Management, Teamwork, Fundraising, Budgets, Corporate Communications, Social Media Marketing, Community Outreach, Analysis, Leadership Development

Education
Colorado State University   2005 — 2009
B.S, Business Administration; Finance and Marketing and Liberal Arts: Spanish Minor

University Institute Mendez Pablao   2007 — 2007
Spanish and Business

Cherry Creek High School   2001 — 2005

Blake Meservey Blake Meservey Denver, Colorado Details
Blake Meservey's AMG National Trust Bank Experience May 2014 - Present
Job Financial Analyst at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   May 2014 - Present
Rockies Venture Club  May 2013 - September 2013
University of Colorado Denver  January 2013 - May 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Access, Human Resources, Event Management, Time Management

Education
University of Colorado at Denver   2012 — 2013
Bachelor of Science in Business Administration (BSBA), Financial Management

Oregon State University   2006 — 2007
Mechanical Engineering

Kimberly Sobzack Kimberly Sobzack Greater Denver Area Details
Kimberly Sobzack's AMG National Trust Bank Experience July 2005 - Present
Job Assistant Controller Client Accounts at AMG National Trust Bank
Industry Investment Management
Experience
AMG National Trust Bank   July 2005 - Present
CRL, Inc.   1993 - June 2005
APS Inc. (Big A Auto Parts Parent Co)   November 1991 - March 1992

Skills
Bookkeeping, Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, PowerPoint, Research, Payroll, Customer Service, English, Windows, Outlook, HTML, Sage FAS, Peachtree, QuickBooks, Quicken

Education
Regis University   1997 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance

University of Maryland Baltimore County   1982 — 1986
Bachelor of Arts (B.A.), Economics/Accounting & Finance

Shannon Stone Shannon Stone Greater Denver Area Details
Shannon Stone's AMG National Trust Bank Experience August 2013 - Present
Job Senior Relationship Manager AMG National Trust Bank
Industry Financial Services
Experience
Rockies Venture Club  July 2014 - Present
Corporate Tee Box   August 2013 - Present
AMG National Trust Bank   August 2013 - Present
Yippiekiyay Nonprofit Solutions   February 2015 - Present
Wells Fargo Bank  June 2003 - August 2013

Skills
Financial Analysis, Customer Relations, Management Consulting, Customer Service, Finance, Loans, Commercial Banking, Business Planning, Banking, Credit, Marketing, Small Business, Entrepreneurship, Strategic Planning, Business Analysis, Team Building, Business Development, Leadership, Portfolio Management, Mergers & Acquisitions, Risk Management, Long-term Customer..., Investments, Commercial Lending, Treasury Management, Executive Management, Accounting, Small Business Lending, Due Diligence, Strategic Financial..., Financial Modeling, Credit Analysis

Education
University of Denver - Daniels College of Business   1995 — 2001
International MBA, Business, Finance, Economics, Marketing, Spanish

University of Denver - Daniels College of Business   1996 — 2000
BSBA International Business, Finance, Marketing

Felisha Ortiz Felisha Ortiz Aurora, Colorado Details
Felisha Ortiz's AMG National Trust Bank Experience February 2014 - Present
Job Financial Administrative Assistant / Teller at AMG National Trust Bank
Industry Graphic Design
Experience
AMG National Trust Bank   February 2014 - Present
Graphics by Felisha   January 2010 - Present
AMG National Trust Bank   August 2013 - February 2014
Colorado Technical University  2013 - 2013
La Creperie Cafe   May 2008 - February 2009
Trade Secret Salon  July 2005 - August 2006

Skills
Photoshop, HTML, Illustrator, Graphic Design, Logo Design, After Effects, InDesign, Microsoft Office, CSS, Typing, Communication, Layout, Video, Editing, Adobe Acrobat, Flash Animation, Multimedia, Visual Communication, Photography, Posters, Adobe Creative Suite, Digital Media, Flyers, QuarkXPress, Computer Animation, Mac, Image Manipulation, Dreamweaver, Typography, Catalogs, Flash, Marketing, Brochures, Web Design, Business Cards, Digital Illustration, Vector Illustration, Magazine Design, Stationery, Invitations, Branding & Identity, Corporate Identity, User Interface Design, ActionScript, Packaging, Banners, Adobe Fireworks, Creative Direction, Graphics, HTML 5

Education
Colorado Technical University   2011 — 2015
Bachelor of Science (B.S.), Graphic Design

Ryan Marietta Ryan Marietta Greater Chicago Area Details
Ryan Marietta's AMG National Trust Bank Experience September 2010 - May 2013
Job Senior Financial Analyst at Brownson, Rehmus & Foxworth
Industry Financial Services
Experience
Brownson, Rehmus & Foxworth   March 2015 - Present
Altair Advisers  June 2013 - January 2015
AMG National Trust Bank   September 2010 - May 2013
Veolia Transportation  April 2010 - August 2010
Bank of America  July 2006 - May 2008

Skills
Investments

Education
Loyola University of Chicago - Graduate School of Business   2008 — 2010
Masters of Business Administration, Finance

Miami University   2002 — 2006
B.A., Political Science

Eric Sandie Eric Sandie Chicago, Illinois Details
Eric Sandie's AMG National Trust Bank Experience August 2013 - Present
Job Financial Analyst at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   August 2013 - Present
Millang Financial Group, LLC.   September 2011 - June 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Statements, Life Insurance, Customer Engagement, Sales Prospecting, Illustration, Financial Advisory, Analysis, Asset Allocation, Wealth Management, Asset Management, Investment Strategies, Financial Modeling

Education
The University of Iowa   2006 — 2010
B.B.A., Finance

University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (B.B.A.), Finance, General

Tylor Sidener Tylor Sidener Greater Denver Area Details
Tylor Sidener's AMG National Trust Bank Experience 2000 - 2006
Job Manager of Marketing & Sales (Title changed from Director due to corporatewide reorg)
Industry Financial Services
Experience
Company Name Withheld For Compliance Reasons - Please Contact Me For Name   December 2007 - Present
First Data Corporation  2006 - 2007
AMG National Trust Bank   2000 - 2006

Skills
Marketing Strategy, Cross-functional Team..., Management, Lead Generation, Team Building, Advertising, Direct Marketing, Strategic Planning, Sales Management, Manage Client..., Marketing Communications, Competitive Analysis, Team Leadership, Leadership, Certified Financial..., B2B Marketing Strategy, B2C marketing, Series 6, Series 63, Marketing, Brand Management, Event Planning, Strategy, Integrated Marketing, CRM, Digital Marketing, Social Media Marketing, Social Media

Education
Regis University
MBA, Marketing/Marketing Management, General

Regis University
BS, Business Administration and Marketing (Double Major)

David Tarasi David Tarasi Denver, Colorado Details
David Tarasi's AMG National Trust Bank Experience December 2012 - Present
Job Corporate Attorney at AMG National Trust Bank
Industry Law Practice
Experience
AMG National Trust Bank   December 2012 - Present
Entrepreneurial Law Clinic  August 2011 - May 2012
Grooveshark  January 2011 - September 2011
Stigler Wussow and Braverman, Ltd.   May 2011 - August 2011

Education
University of Colorado at Boulder   2009 — 2012
Juris Doctor

University of Florida   2004 — 2008
Bachelor of Science, Finance

Spencer Anderson Spencer Anderson Denver, Colorado Details
Spencer Anderson's AMG National Trust Bank Experience September 2015 - Present
Job Investment Research Analyst at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   September 2015 - Present
Brown Brothers Harriman  October 2013 - September 2015
Brown Brothers Harriman  January 2013 - October 2013
IPS Strategic Capital  September 2012 - December 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Budgets, Outlook, Public Speaking, Strategic Planning, Negotiation, HTML, Financial Analysis, Accounting, Derivatives, Equity Research, Finance, Futures, Interest Rate..., Interest Rate Swaps, Mutual Funds

Education
University of Colorado at Boulder - Leeds School of Business   2008 — 2012
Bachelor's in Business Administration, Finance, Entrepreneurial Studies, History

Notre Dame Prep   2004 — 2008
High School

James Bradford Williamson James Bradford Williamson Washington D.C. Metro Area Details
James Bradford Williamson's AMG National Trust Bank Experience November 2014 - August 2015
Job Graduate Assistant at Georgetown University
Industry Higher Education
Experience
Georgetown University's McDonough School of Business  August 2015 - Present
AMG National Trust Bank   November 2014 - August 2015
AMG National Trust Bank   August 2013 - November 2014
Wyoming Public Media   October 2011 - March 2012

Skills
Economic Modeling, Production Optimisation, Financial Modeling, Financial Analysis, International Economics, Econometrics, Financial Econometrics, Bloomberg Certified, Public Speaking, Argus Modeling, @Risk, Data Analysis, Qualitative Research, Analysis, Policy Analysis, Statistics, Budgets, International Relations, Bloomberg

Education
Georgetown University - The McDonough School of Business   2014 — 2016
Master of Science (M.S.), Finance

University of Wyoming   2009 — 2013
Bachelor of Science, Finance, Economics

立命館アジア太平洋大学 / Ritsumeikan Asia Pacific University   2012 — 2012
Management and Economics

Dave Sumpter Dave Sumpter Greater Denver Area Details
Dave Sumpter's AMG National Trust Bank Experience December 2014 - Present
Job Financial Analyst at AMG National Trust Bank
Industry Military
Experience
AMG National Trust Bank   December 2014 - Present
US Army  January 2014 - November 2014
US Army  November 2012 - January 2014
US Army  November 2011 - November 2012
United States Army  March 2011 - November 2011
United States Army  November 2009 - March 2011

Skills
Project Management, National Security, Logistics Management, Ethical Leadership, Strategic Financial..., Security Clearance, Government Contracting, Program Budgeting, Active TS/SCI Clearance, Ethical Decision Making, Operational Planning, Systems Engineering, Organizational..., Military Experience, Military Operations, Property Accountability

Education
Kansas State University   2011 — 2012
Graduate Certificate, Personal Financial Planning, Finance, 3.33

University of Michigan   2005 — 2009
Bachelor of Engineering (B.E.), Nuclear Engineering, 3.25

Althea Kolp Althea Kolp Loveland, Colorado Details
Althea Kolp's AMG National Trust Bank Experience April 2013 - August 2013
Job Clerical Administrator at UC Health
Industry Design
Experience
University of Colorado Health Northern Colorado  August 2013 - Present
Highway 61 Productions   April 2013 - Present
AMG National Trust Bank   April 2013 - August 2013
Ideas By Nature  September 2012 - December 2012
Colorado Technical University  April 2010 - December 2012

Skills
Higher Education, Research, PowerPoint, Student Affairs, Microsoft Office, Social Media, Editing, Photoshop, Microsoft Word, Digital Illustration, InDesign, Adobe Creative Suite, Microsoft Excel, Adobe Acrobat, Print, Graphics, Teaching, Public Speaking, Illustration, Proofreading, Typography, Banners, Book Design, Brand Development, Branding & Identity, Brochures, Catalogs, Desktop Publishing, Creative Writing, Copywriting, Digital Media, Dreamweaver, Facebook, Graphic Design, HTML, Illustrator, Image Editing, Information Design, Layout, Newsletters, Photography, Vector Illustration, WordPress, Web Design, Corporate Branding, Logo Design, Mac, Art, Web Content, Corporate Identity

Education
Colorado Technical University-Greenwood Village   2008 — 2012
Digital Media Design, Graphic Design, 3.23 GPA

Jeffrey Nudelman, CFP® Jeffrey Nudelman, CFP® Greater New York City Area Details
Jeffrey Nudelman, CFP®'s AMG National Trust Bank Experience October 1998 - Present
Job Comprehensive Wealth Management Advisor for Corporate Executives, Families, and Affluent Business Owners
Industry Investment Management
Experience
AMG National Trust Bank   October 1998 - Present

Skills
Retirement Planning, Investments, Estate Planning, Investment Strategies, Wealth Management, Asset Allocation, Wealth, Securities, Financial Analysis, Insurance, Financial Services, Investment Advisory, Portfolio Management, Mutual Funds, Financial Planners, Strategic Financial..., 401k, Investment Management, Asset Management, Retirement, Bonds, IRAs, Alternative Investments, Financial Planning

Education
Susquehanna University   1981 — 1985
Finance, Business Administration

Fairleigh Dickinson University   2001 — 2003
Certificate, Financial Planning

River Dell

Curtis Coles, Acquiring Companies & Talent Curtis Coles, Acquiring Companies & Talent Greater Denver Area Details
Curtis Coles, Acquiring Companies & Talent's AMG National Trust Bank Experience 2013 - Present
Job VP, Mergers & Acquisitions at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   2013 - Present
People Capital, Inc.   2007 - 2013
Financial Designs Ltd.  2004 - 2006
New York Life Insurance Company  2002 - 2004
KANA Software  1998 - 2001

Skills
Sourcing, Interviewing, Talent Acquisition, Hiring, Wealth Management, Insurance, Direct Sales, New Business Development, Recruitment/Retention, Sales Recruitment, Partner Recruitment, Diversity Recruitment, Headhunting, Head Hunter, Recruiting, Mergers & Acquisitions, Business Development, Talent Management, Management, Strategic Partnerships, Financial Services, Employee Benefits, Executive Management, Executive Search, Start-ups, Investments, Consulting, Finance, Succession Planning, Management Consulting

Education
University of California, Davis
B.S., Managerial Economics

University of California, Santa Barbara
Intercampus Visitors Program

Carlsbad High School

Ryan Freudenburg Ryan Freudenburg Greater Denver Area Details
Ryan Freudenburg's AMG National Trust Bank Experience May 2013 - October 2014
Job Senior Portfolio Analyst at Alden Torch Financial
Industry Real Estate
Experience
Alden Torch Financial  October 2015 - Present
Alden Torch Financial  October 2014 - October 2015
AMG National Trust Bank   May 2013 - October 2014
Brown Brothers Harriman  October 2012 - May 2013
Associated Students - Biola University  November 2011 - May 2012
Associated Students - Biola University  April 2011 - November 2011
Enterprise Rent-A-Car  June 2011 - August 2011
Associated Students - Biola University  May 2010 - May 2011

Skills
Microsoft Office, OS X, Management, Google Docs, Customer Service, Windows, Microsoft Excel, Training, Mac OS X, Visual Basic, Budgets, Marketing, iWork, LIHTC

Education
Biola University   2008 — 2012
Bachelor of Science, Business Administration: Management

Christopher Gantz Christopher Gantz Greater Denver Area Details
Christopher Gantz's AMG National Trust Bank Experience 2007 - Present
Job
Industry Investment Management
Experience
AMG National Trust Bank   2007 - Present

Skills
Financial Modeling, Portfolio Management, Investments, Unix, Software Development, Asset Management, Valuation, Statistics, Analysis, Hedge Funds, Databases, Integration, Programming, Quantitative Analytics, Risk Management, Investment Management, Quantitative Investment..., Perl, C++, Due Diligence, Quantitative Finance, SQL, Equities, Finance, Object Oriented Design, VBA, Microsoft Excel, Matlab, Objective-C, Research, Data Analysis, Excel, Visual Basic, Quantitative Analysis, Process Improvement, Python, MongoDB, JavaScript, NoSQL, R

Education
University of Denver
PhD Candidate, Computer Engineering

University of Denver - Daniels College of Business
M.S., Finance

University of Colorado Boulder
M.S., Computer Science

University of Denver
B.S., Computer Science and B.S., Mathematics

University of Wisconsin-Madison
Bachelor of Applied Science (B.A.Sc.), Electrical Engineering

Denver East High School

Howard S. Haber, CFP® Howard S. Haber, CFP® Boston, Massachusetts Details
Howard S. Haber, CFP®'s AMG National Trust Bank Experience September 1996 - December 2003
Job Owner/President Apollo Wealth Management, Ltd.
Industry Financial Services
Experience
Apollo Wealth Management, Ltd.   June 2004 - Present
Arcadia University, Ursinus College, Moravian College, Cedar Crest College and Montco CC   September 2002 - December 2008
Wachovia Wealth Management  January 2004 - June 2004
AMG National Trust Bank   September 1996 - December 2003

Skills
Estate Planning, Financial Planning, Investments, Wealth Management, Tax, Retirement, Asset Management, Insurance, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Mutual Funds, 401k, Succession Planning, Securities, Risk Management, Employee Benefits, Long Term Care, Financial Analysis, Public Speaking, Small Business, Disability Insurance, Investment Strategies, Bonds, Strategic Financial..., Finance, Corporate Finance, Wealth, Financial Advisory, Investment Management

Education
Montclair State University   1998 — 2000
MBA, Finance

Penn State University   1990 — 1994
BS, Economics

College for Financial Planning
CFP® (Certified Financial Planner)

Dennis Dreeszen Dennis Dreeszen Denver, Colorado Details
Dennis Dreeszen's AMG National Trust Bank Experience June 2008 - Present
Job Retirement Benefits and Project Management
Industry Investment Management
Experience
AMG National Trust Bank   June 2008 - Present
Autowash Car Washes   May 2011 - Present
AMG National Trust Bank   January 2007 - June 2008

Skills
Qualified Retirement..., Project Management, Income Tax, Business Development, Pensions, Partnerships, Life Insurance, Personal Finance, Sales, Investments, Relationship Management, Entrepreneurship, Management, Retirement, Asset Allocation, Financial Analysis

Education
Friends University   1999 — 2001
Master's degree, Management Information Systems, General

Friends University   1995 — 1999
BS, Accounting and Business/Management

Victor D. Maccagnan, MBA, CFP®, ChFC®, CIMA® Victor D. Maccagnan, MBA, CFP®, ChFC®, CIMA® Greater New York City Area Details
Victor D. Maccagnan, MBA, CFP®, ChFC®, CIMA®'s AMG National Trust Bank Experience September 2005 - August 2007
Job Affluent Wealth Advisor Vice President (Conway Wealth Group, LLC) at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc.   September 2007 - Present
AMG National Trust Bank   September 2005 - August 2007
PNC Wealth Management  June 2001 - August 2005
American Express Financial Advisors  November 1999 - May 2001

Skills
Estate Planning, High Net Worth..., Retirement Planning, Investment Management, Wealth Management, Investments, Investment Strategies, Financial Advisory, Series 7, Finance, Wealth, Financial Services, Financial Planning, Mutual Funds

Education
University of Pennsylvania   2006 — 2006
Investment Management

Fairleigh Dickinson University   2001 — 2004
MBA, Finance

Roger Williams University   1995 — 1999
BS, Marketing

Cliff Hong Cliff Hong Greater Denver Area Details
Cliff Hong's AMG National Trust Bank Experience April 2008 - Present
Job Business Analyst at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   April 2008 - Present
APEX Taekwondo Academy   2006 - Present
AMG National Trust Bank   August 2012 - August 2013
Fiserv Investment Support Services  January 2007 - April 2008
MetLife  June 2000 - January 2007
Metropolitan Life Insurance Co  2000 - 2006
Foley's Department Stores  May 1994 - June 2000
Peter Piper Pizza  October 1990 - May 1994

Skills
Leadership, Performance Management, Metrics, Process Improvement, Training, Management, Analysis, Sales, Marketing, Software Documentation, Business Planning, Marketing Strategy, Team Leadership, Strategic Financial..., Finance, Coaching, Call Centers, Financial Analysis, Customer Service, Data Analysis, Business Process, Time Management, Risk Management, Banking, Investments, Mutual Funds, Insurance

Education
University of Colorado Colorado Springs   1990 — 2004
BS, Marketing

Harrison High School   1985 — 1989
n/a, general

ABA Compliance School

Daniel Duca, CFP® Daniel Duca, CFP® Greater New York City Area Details
Daniel Duca, CFP®'s AMG National Trust Bank Experience 2007 - 2013
Job Managing Advisor
Industry Investment Management
Experience
Altfest Personal Wealth Management  2013 - Present
AMG National Trust Bank   2007 - 2013
AIG  2007 - 2007
Citigroup  June 2005 - August 2005

Education
Villanova University
BS, Finance

John Cabot University - Rome, Italy

Fairleigh Dickinson University
Financial Planning Program

Jim Fitzgibbon Jim Fitzgibbon Greater Chicago Area Details
Jim Fitzgibbon's AMG National Trust Bank Experience July 2014 - Present
Job Financial Analyst at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   July 2014 - Present
Waddell & Reed  February 2013 - July 2014
Mintel  May 2012 - October 2012
Waddell & Reed  September 2011 - May 2012
Waddell & Reed  June 2011 - August 2011

Skills
New Business Development, Excel, Microsoft Office, Sales Process, Financial Planning, Customer Service, Morningstar, Business Process, Life Insurance, Term Life Insurance, Mutual Funds, Series 7, Licensed Life Insurance..., Strategic Financial..., Variable Products, Sales Operations

Education
University of Iowa   2009 — 2011
B.B.A, Finance

Mona (Warren) Goodyear Mona (Warren) Goodyear Greater Denver Area Details
Mona (Warren) Goodyear's AMG National Trust Bank Experience August 1997 - May 2002
Job Operations Manager at Plan to Invest Inc.
Industry Investment Management
Experience
Plan to Invest, Inc.   June 2008 - Present
UDR  June 2007 - June 2008
Apex Silver Mines Corporation   August 2006 - May 2007
Capital Investment Counsel, Inc.   May 2002 - May 2006
AMG National Trust Bank   August 1997 - May 2002

Skills
Management, Training, Analysis, System Administration, Account Reconciliation, Investments, Records Management, Finance, Financial Services, Asset Management, Information Management, Customer Service, Financial Analysis

Education
Central Michigan University   1977 — 1981
BAA, Office Administration

Chris Jacoby Chris Jacoby Greater Denver Area Details
Chris Jacoby's AMG National Trust Bank Experience 2000 - Present
Job Senior Vice President, Private Capital Group at AMG National Trust Bank
Industry Investment Management
Experience
AMG National Trust Bank   2000 - Present

Skills
Investments, Asset Managment, Portfolio Management, Asset Allocation, Financial Modeling, Start-ups, Venture Capital, Due Diligence, Asset Management, Valuation, Hedge Funds, Equities, Investment Strategies, Mutual Funds, Investment Management, Private Equity, Investment Advisory

Education
University of Denver - Daniels College of Business   1998 — 2000
MBA, Finance

University of Colorado Boulder   1989 — 1994
BA, Molecular, Cellular and Developmental Biology

Kent Denver

B. Edward Duvall, CRSP & CISP B. Edward Duvall, CRSP & CISP Portland, Oregon Area Details
B. Edward Duvall, CRSP & CISP's AMG National Trust Bank Experience March 2000 - August 2006
Job Senior Vice President and Oregon Trust Manager at West Coast Trust Company
Industry Financial Services
Experience
West Coast Trust Company   September 2006 - Present
AMG National Trust Bank   March 2000 - August 2006
Key Private Bank  October 1996 - March 2000
Key Trust Company of the Northwest   March 1987 - September 1996

Skills
Retirement, IRAs, Wealth Management, Portfolio Management, Investment Advisory, Strategic Financial..., Retirement Planning, Mutual Funds, Investments, Asset Managment, Retirement Plan..., 401k, Due Diligence, Defined Benefit, Banking, ERISA, Series 7, Asset Allocation, Financial Analysis, Estate Planning, Employee Benefits, Investment Management, Securities, Commercial Lending, Investment Strategies, Asset Management

Education
Cannon Trust School   1995 — 1998
Honors Graduate, Trust Administration

ABA Institute of Certified Bankers   1994 — 1995
CRSP & CISP, Qualified Retirement Plans and IRAs

Central Washington University   1980 — 1985
BS Business Administration, Finance and Marketing

Mount Si High School   1977 — 1980

R. Lance Farr R. Lance Farr Greater Denver Area Details
R. Lance Farr's AMG National Trust Bank Experience September 2007 - Present
Job Senior Trader & Implementation Analyst at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   September 2007 - Present
Charles Schwab  April 2003 - September 2007

Education
Brigham Young University   1976 — 1984

Drew W. Hanna Drew W. Hanna Denver, Colorado Details
Drew W. Hanna's AMG National Trust Bank Experience January 2014 - July 2014
Job Financial Advisor at Townsend
Industry Financial Services
Experience
Townsend  July 2014 - Present
AMG National Trust Bank   January 2014 - July 2014
Bank of the West  June 2010 - January 2014
US Bank  June 2002 - June 2010

Skills
Commercial Banking

Education
Doane College   1998 — 2002
BS, Business Administration-Mangement

Lindsey Rueger Lindsey Rueger Brentwood, Tennessee Details
Lindsey Rueger's AMG National Trust Bank Experience February 2007 - November 2007
Job Tax Senior Manager at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP  August 2015 - Present
Crowe Horwath LLP  July 2013 - July 2015
Crowe Horwath LLP  July 2012 - July 2013
Janus Capital Group  November 2007 - July 2012
AMG National Trust Bank   February 2007 - November 2007

Skills
Financial Reporting, Mutual Funds, Accounting, GAAP, Financial Statements, Tax Accounting, Tax Research, Tax, US GAAP, SEC filings, CPA, Internal Controls, Management

Education
University of Denver   2006 — 2008
Master of Taxation, Accounting

Tennessee State University   2003 — 2005
Bachelor of Business Administration (B.B.A.), Accounting

Austin Peay State University   2001 — 2003

Jason Postregna Jason Postregna Denver, Colorado Details
Jason Postregna's AMG National Trust Bank Experience August 2015 - Present
Job VP / Commercial Banking at AMG National Trust Bank
Industry Banking
Experience
AMG National Trust Bank   August 2015 - Present
Vectra Bank Colorado  2012 - August 2015
Colorado Business Bank  2010 - 2012
Wells Fargo  2004 - 2010
Wells Fargo  2001 - 2004
Amerlink Corporation   1996 - 2001

Education
Florida State University - College of Business

University of Denver

Benilde St. Margarets

Peter Kim Peter Kim Greater New York City Area Details
Peter Kim's AMG National Trust Bank Experience April 2005 - May 2006
Job Senior Recruiting Specialist Consumer
Industry Human Resources
Experience
Johnson & Johnson  March 2014 - Present
Johnson & Johnson  September 2013 - March 2014
Johnson & Johnson  January 2011 - September 2013
Diversant, LLC  May 2010 - January 2011
TEKsystems  May 2006 - April 2010
AMG National Trust Bank   April 2005 - May 2006
Citigate Financial Intelligence   January 2003 - February 2005

Skills
Internet Recruiting, Applicant Tracking..., Benefits Negotiation, Technical Recruiting, Staffing Services, Talent Acquisition, Contract Recruitment, Recruiting, Screening, Executive Search, Sourcing, College Recruiting, Vendor Management, Screening Resumes, Temporary Placement, Business Development, CRM, Strategic Sourcing, Pipelining, Social Media, Diversity & Inclusion, Permanent Placement, IT Recruitment, Marketing

Education
Montclair State University   1999 — 2004
BA, Sociology

Ridgefield Memorial High School

Jason Alderson, CFP® Jason Alderson, CFP® Greater Denver Area Details
Jason Alderson, CFP®'s AMG National Trust Bank Experience December 2011 - August 2013
Job Investment Associate at Colorado State Bank and Trust
Industry Investment Management
Experience
The Private Bank at Colorado State Bank and Trust   January 2015 - Present
First Western Trust  August 2013 - January 2015
AMG National Trust Bank   December 2011 - August 2013

Skills
Retail Banking, Private Banking, Financial Accounting, Microsoft Office, Banking, Portfolio Management, Accounting, Financial Analysis, Financial Modeling, Investment Management, Investments, Commercial Banking, Wealth Management...

Education
University of Denver - Daniels College of Business   2009 — 2013
BSBA - Finance, Minor - Accounting

Justin Unger Justin Unger Boulder, Colorado Details
Justin Unger's AMG National Trust Bank Experience May 2013 - Present
Job Project Coordintor/Underwriter at Monroe Group Ltd
Industry Financial Services
Experience
Monroe Group Ltd  August 2015 - Present
AMG National Trust Bank   May 2013 - Present

Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Banking, Microsoft Office, Corporate Finance, Leadership

Education
University of Colorado at Boulder   2011 — 2015
Bachelor’s Degree, Finance

Juliana Doan Juliana Doan Greater Denver Area Details
Juliana Doan's AMG National Trust Bank Experience January 2014 - Present
Job Graphic Designer / Creative Director at AMG National Trust Bank
Industry E-Learning
Experience
AMG National Trust Bank   January 2014 - Present
Doan Design   2002 - Present
Jones International University  June 2001 - January 2014
Across Media Networks  1995 - 2001

Skills
Art, Brochures, Graphic Design, Adobe Creative Suite, Art Direction, Team..., Detail-Oriented, Creative Thinking, Proofing Efficiency, Print Collateral Design..., Project Management, Event Management and..., Newsletter, Website and..., Print Production and..., Photography Selection,..., Logo Design, Website Design, Web Design, Dreamweaver, Graphics, Advertising, Email Marketing, Copywriting, Interaction Design, Direct Mail, Newsletters

Education
Jones International University   2002 — 2004
MBA, Project Management

Colorado State University   1991 — 1995
BFA, Graphic Design

David Besch David Besch Fort Collins, Colorado Area Details
David Besch's AMG National Trust Bank Experience August 2013 - December 2014
Job Senior Vice President/Branch President
Industry Financial Services
Experience
Advantage Bank  December 2014 - Present
AMG National Trust Bank   August 2013 - December 2014
Home State Bank  March 2008 - August 2013
Colorado State University  September 2011 - May 2013
Bank of Choice  December 2006 - February 2008
Centennial Bank  March 2005 - November 2006
Bank of the West  2002 - 2004
KeyBank  1996 - 2001

Skills
Banking, Credit, Budgeting, Customer Relations, Small Business Lending, Commercial Lending, New Business Development, Financial Accounting, Customer Service, Budgets, Financial Analysis, Underwriting, Coaching, Leadership, Consulting, Public Speaking, Non-profits, Strategic Planning, Leadership Development, Microsoft Excel, Microsoft Word, Research Projects, Cash Management, Nonprofits, Portfolio Management, Mortgage Lending, Insurance, Investments, Strategic Financial..., Business Development, Sales, Consumer Lending, Finance, Business Strategy, Sales Management, Small Business, Credit Analysis, Commercial Banking, Risk Management, Accounting, Financial Planning

Education
Colorado State University   2011 — 2013
Executive MBA, Business Administration

Evangel University   1986 — 1991
BFA, Graphic Design

Nancy Hedke Nancy Hedke Mccook, Nebraska Details
Nancy Hedke's AMG National Trust Bank Experience June 2000 - February 2014
Job Executive Assistant
Industry Executive Office
Experience
Kaiser Permanente  December 2014 - August 2015
AMG National Trust Bank   June 2000 - February 2014

Skills
Event Planning, Marketing, Wealth Management, Budgets, Strategic Planning, Research, Project Planning, Process Scheduler, Management, Analysis, Strategic Financial..., Training, Portfolio Management, Investments, Leadership, Outlook, Finance, Microsoft Excel, Financial Analysis, Databases, Business Development

Education
University of Northern Iowa   1983 — 1987
Bachelor's degree, Elementary Education and Teaching

Zain Mehmood, CCA Zain Mehmood, CCA Greater New York City Area Details
Zain Mehmood, CCA's AMG National Trust Bank Experience August 2013 - Present
Job Financial Analyst at AMG National Trust Bank
Industry Investment Management
Experience
AMG National Trust Bank   August 2013 - Present

Skills
Accounting, Auditing, Business Analysis, Financial Reporting, Corporate Finance, International Business..., Business Strategy, Corporate Governance, Ethics, Quantitative Analytics, Economics, Financial Statement..., Equities, Fixed Income Analysis, Alternative Investments, Derivatives, Portfolio Management, IFRS, US GAAP, SAP BI, Internal Audit, Management, Finance, Microsoft Office, Financial Analysis, Analysis, Microsoft Excel

Education
Rutgers, The State University of New Jersey-New Brunswick   2013 — 2015
Master of Business Administration (MBA), Finance and Strategy & Leadership

Oxford Brookes University   2009 — 2013
Bachelor of Science (BSc) (Hons), Applied Accounting

Natalie (Natalia) Moran Natalie (Natalia) Moran Montrose, Colorado Details
Natalie (Natalia) Moran's AMG National Trust Bank Experience August 2010 - November 2012
Job Consultant
Industry Health, Wellness and Fitness
Experience
Wilshire Associates  January 2014 - April 2015
Level 3 Communications  April 2013 - September 2013
AMG National Trust Bank   August 2010 - November 2012
Royal Bank of Canada (RBC Capital Markets)   March 2007 - April 2008
JP Morgan Chase & Co.   July 2004 - July 2005
A.G. Edwards & Sons, Inc.   October 2002 - July 2004

Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Forecasting, Analysis, Equities, Bloomberg, Investments, Microsoft Excel, Equity Research, Wilshire Compass, Pivot Tables, Vlookup, Morningstar Direct, Thomson One Analytics

Education
Washington University in St. Louis - Olin Business School   2000 — 2002
MBA

Moscow State Linguistic University   1992 — 1997
BA

Katherine Janda, CFA Katherine Janda, CFA Greater Denver Area Details
Katherine Janda, CFA's AMG National Trust Bank Experience January 2006 - August 2007
Job Due Diligence Analyst at Buttonwood Investment Services, LLC
Industry Financial Services
Experience
Buttonwood Investment Services, LLC   August 2007 - Present
AMG National Trust Bank   January 2006 - August 2007

Education
University of Denver - Daniels College of Business   2002 — 2006
BSBA

Marianne J. Chopp Marianne J. Chopp Greater San Diego Area Details
Marianne J. Chopp's AMG National Trust Bank Experience May 2005 - November 2013
Job Branch Support Specialist at California Coast Credit Union
Industry Banking
Experience
California Coast Credit Union  December 2014 - July 2015
City National Bank  May 2014 - October 2014
The Intellisis Corporation   February 2014 - May 2014
AMG National Trust Bank   May 2005 - November 2013
Colorado State Bank and Trust  May 1981 - May 2005

Skills
Pension Administration, IRAs, Accounting, Paralegals, Microsoft Office, 10 Key, Roth IRA, SEP IRA, Simple IRA, 401k Rollovers, Business Correspondence, Traditional IRA, Coverdell, Keoghs, Simple Plans, Profit Sharing

Education
Community College of Aurora
Accounting Certificate, Accounting and Finance

Denver Paralegal Institute
Paralegal Certificate, Paralegal - Legal

The Institute of Certified Bankers
CISP Certificate, Retirement Plans

Stephanie Farnsworth Stephanie Farnsworth Greater Denver Area Details
Stephanie Farnsworth's AMG National Trust Bank Experience June 2010 - September 2013
Job at Financial Designs Ltd.
Industry Financial Services
Experience
Financial Designs Ltd.  September 2013 - Present
Boy Scouts of America  2009 - Present
Stephanie's DesignsLone Tree CO   January 2000 - Present
The Women's Foundation of Colorado  2013 - 2015
AMG National Trust Bank   June 2010 - September 2013
Strategic Financial Partners  January 2008 - June 2010
Jr. League of Denver   1997 - 2008
Brown & Tedstrom Financial Asset Management   January 1998 - January 2000
Great-West Life & Annuity Insurance Company  January 1992 - January 1998

Skills
Retirement Planning, Financial Services, Insurance, Wealth Management, Finance, Investments, Asset Management, Financial Planning, Leadership, Management, Mutual Funds, Portfolio Management, Sales, Bonds, Strategic Planning

Education
Colorado Christian University

Anne Hennessy, CAP® Anne Hennessy, CAP® Greater New York City Area Details
Anne Hennessy, CAP®'s AMG National Trust Bank Experience August 2005 - September 2008
Job Vice President, Senior Philanthropic Relationship Manager at US Trust
Industry Philanthropy
Experience
US Trust  October 2008 - Present
AMG National Trust Bank   August 2005 - September 2008
The For All Kids Foundation   November 1998 - July 2005
Barclays Private Bank  November 1997 - November 1998
Citi  January 1997 - November 1997
JPMorgan Chase  October 1987 - December 1996

Skills
Nonprofits, Asset Management, Non-profit..., Philanthropy, Community Outreach, Grants, Management, High Net Worth..., Leadership, Program Management, Public Relations, Financial Services, Relationship Management

Education
Providence College
Bachelor of Arts (B.A.)

William Powell William Powell Greater Denver Area Details
William Powell's AMG National Trust Bank Experience May 2005 - May 2013
Job
Industry Investment Management
Experience
LW Group LP   February 2013 - Present
Row Brands   January 2013 - Present
AMG National Trust Bank   May 2005 - May 2013
Contiller AB   January 2001 - May 2003
Vogon AB   January 2000 - January 2001
Aaro Portföljsystem   August 1998 - January 2000
Deutsche Bank  June 1993 - June 1995

Skills
Corporate Finance, Investments, Financial Modeling, Leadership, Private Equity, Financial Analysis, Entrepreneurship, Portfolio Management, Valuation, Management, Finance, Business Development, Due Diligence, Venture Capital, Mergers & Acquisitions, Asset Management, Hedge Funds, Asset Allocation, Investment Management, Equities, Investment Strategies, Corporate Development, Equity Research, Alternative Investments, Emerging Markets, Wealth Management, Investment Advisory

Education
University of Denver - Daniels College of Business   2005 — 2008
MS

University of Denver - Daniels College of Business   2004 — 2005
MBA

Middlebury College   1995 — 1996
MA

Kenyon College   1988 — 1992
BA

St. John Vianney High School

Trent Yang Trent Yang Boulder, Colorado Details
Trent Yang's AMG National Trust Bank Experience February 2013 - Present
Job Executive, Entrepreneur, Investor
Industry Venture Capital & Private Equity
Experience
AMG National Trust Bank   February 2013 - Present
Colorado Cleantech Industry Association  March 2010 - Present
University of Colorado  June 2009 - February 2013
Clean Membranes  December 2008 - December 2010
Globespan Capital Partners  2006 - November 2008
Booz Allen Hamilton  2004 - 2006
Sloan - MIT   2003 - 2004
Office of Management and Budget  2001 - 2001

Skills
Entrepreneurship, Venture Capital, Cleantech, Start-ups, Business Strategy, Renewable Energy, Corporate Development, Sustainable Energy, Strategic Planning, Energy Efficiency, Sustainability, Energy, Business Development, Private Equity, Management Consulting, Strategy, Business Planning, Clean Technology, Strategic Partnerships, Commercialization, Mergers & Acquisitions, Investments, Program Management, Product Development, Executive Management, New Business Development, Financial Modeling, International Business, Management, Due Diligence, Solar Energy, Leadership, Great Personality

Education
Massachusetts Institute of Technology   2000 — 2003
M.S.

Massachusetts Institute of Technology   2000 — 2003
M.S.

University of Colorado Boulder   1996 — 2000
B.S.

Chris McNeill Chris McNeill Greater Denver Area Details
Chris McNeill's AMG National Trust Bank Experience January 2009 - December 2014
Job Tax Manager at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   January 2009 - December 2014
R.G. Fowler & Co.   November 2007 - April 2008
Diciesare & Co. P.C.   January 2007 - June 2007

Skills
Tax Law, Financial Analysis, Tax, Financial Modeling

Education
University of Denver - Sturm College of Law   2007 — 2008
L.L.M., Tax

University of Denver - Sturm College of Law   2005 — 2008
J.D., Law

Bradley University   2003 — 2004
M.S.A., Accounting

Bradley University   2000 — 2004
B.S., Accounting

Linas Buksnaitis Linas Buksnaitis Greater Denver Area Details
Linas Buksnaitis's AMG National Trust Bank Experience May 2008 - Present
Job Financial Analyst at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   May 2008 - Present
Corporate Express  January 2008 - May 2008
Corporate Express  December 2005 - December 2007

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Forecasting, Variance Analysis, Financial Reporting, Strategic Financial..., Investments, Account Reconciliation, Hyperion Enterprise, Accounting, Portfolio Management, Finance, Management, Budgets, Process Improvement, Analysis, Due Diligence, Microsoft Excel, Banking

Education
University of Colorado Denver   2005 — 2007
Masters, Finance

Vytautas Magnus University   1996 — 2000
Bachelors, Business Administration

David Windfeldt David Windfeldt Greater Denver Area Details
David Windfeldt's AMG National Trust Bank Experience June 2015 - Present
Job Director at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   June 2015 - Present
The Private Company, Ltd.   June 2014 - Present
John Madden Company  September 2008 - June 2014
Aix Partners, LLC   2008 - 2010
First Data Corporation  July 2006 - December 2007
Level 3 Communications  December 2000 - June 2006
PricewaterhouseCoopers  January 1995 - June 1998
Answerthink Consulting  1997 - 1998

Skills
Forecasting, Financial Analysis, Due Diligence, Financial Modeling, Strategy, Mergers & Acquisitions, Corporate Finance, Strategic Financial..., Finance

Education
Thunderbird School of Global Management   1994 — 1994

University of Colorado Boulder   1989 — 1993
BS, Business

Kent Denver School

Eric Maier Eric Maier Greater Denver Area Details
Eric Maier's AMG National Trust Bank Experience September 2013 - Present
Job Commercial Banking Relationship Manager / Vice President at AMG National Trust Bank
Industry Banking
Experience
AMG National Trust Bank   September 2013 - Present
Vectra Bank Colorado  October 2011 - September 2013
Vectra Bank Colorado  May 2008 - October 2011
OppenheimerFunds  July 2005 - May 2008
Action Tree Service   May 1998 - June 2005

Skills
Commercial Banking, Credit, Commercial Lending, Credit Analysis, Loans, Banking, Financial Analysis, Small Business Lending, Credit Risk, Lines Of Credit, Portfolio Management, Underwriting, Loan Origination, Consumer Lending, Financial Risk, Cash Management, Financial Modeling, Small Business, SBA, SBA 504, Financial Services, Business Analysis, Commercial Real Estate

Education
Colorado State University   2001 — 2005
Bachelor of Science in Business Administration, Double Concentration: Finance and Real Estate

Heritage High School

Brett Spillman Brett Spillman Greater Denver Area Details
Brett Spillman's AMG National Trust Bank Experience January 2013 - Present
Job Vice President at AMG National Trust Bank
Industry Banking
Experience
AMG National Trust Bank   January 2013 - Present
Mountain View Bank of Commerce  April 2009 - January 2013
Vectra Bank Colorado  January 2008 - 2009
Bank of the West  2005 - 2007

Skills
Commercial Lending, Credit Analysis, Loans, Credit, Small Business Lending, Banking, Commercial Banking, Underwriting, Financial Analysis, Portfolio Management, Construction Loans, SBA, Loan Origination, Cash Flow, Real Estate, Finance, Credit Risk, Commercial Mortgages, Lines Of Credit, Consumer Lending

Education
Regis University   2004 — 2006
MBA, Finance

University of Northern Colorado   1996 — 2000

Bret Duvall Bret Duvall Greater Denver Area Details
Bret Duvall's AMG National Trust Bank Experience April 2013 - Present
Job Vice President Commercial Lending at AMG National Trust Bank
Industry Banking
Experience
AMG National Trust Bank   April 2013 - Present
Wells Fargo  January 2012 - April 2013
Wells Fargo  December 2008 - February 2012
Wells Fargo  April 2008 - December 2008
Wells Fargo  August 2006 - April 2008
FirstBank  June 2003 - August 2006

Skills
Loans, Credit, Banking, Mortgage, Financial Analysis, Customer Relations, Accounting, Underwriting, Mortgage Lending, Customer Service, Relationship Management, Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Finance, Portfolio Management, Investments

Education
University of Colorado Denver   2007 — 2010
MBA, Investment Management

University of Colorado Boulder - Leeds School of Business   1999 — 2003
Business Administration, Finance

Bear Creek High School   1995 — 1999
Diploma

Christin Donofrio-Cullen Christin Donofrio-Cullen Greater New York City Area Details
Christin Donofrio-Cullen's AMG National Trust Bank Experience May 1994 - December 2002
Job Treasurer at Senior Subway Inc
Industry Financial Services
Experience
Senior Subway Inc   March 2008 - Present
The Ayco Company, L.P.   October 2004 - January 2007
Linens N Things  2003 - 2004
AMG National Trust Bank   May 1994 - December 2002

Education
Fairleigh Dickinson University   1992 — 1993
MBA, Finance

University of Scranton   1989 — 1992
BS, Finance

Kelley Bergmann Kelley Bergmann Greater Denver Area Details
Kelley Bergmann's AMG National Trust Bank Experience December 2013 - Present
Job Community Concierge
Industry Banking
Experience
FANUM Entrepreneurship Club   September 2014 - Present
AMG National Trust Bank   December 2013 - Present
Museum of Outdoor Arts  September 2007 - November 2012
Freelance Digital Media Editor/Consultant   March 2002 - August 2007
University of Minnesota CLA-TV   September 2001 - November 2004
NEP Broadcasting, LLC  July 2003 - August 2003
Interact Communications  June 2002 - June 2003

Skills
Event Planning, Live Events, Entertainment, Event Management, Creative Direction, Entrepreneurship, Entrepreneurial..., Creative..., Club Operations, Club Development, Video, Sound, Video Production, Final Cut Pro, Editing, Videography, Post Production, Mac, Video Editing, Advertising, Social Media, Press Releases, Social Networking, Research, Photography, Music, Museums, Photoshop, Adobe Creative Suite, Art, Lighting, HD Video, Multimedia, Videographer, Film Editing, Film, Television, Business Planning, Event Production

Education
University of Denver   2012 — 2016
Bachelor's, Communications & Marketing

University of Minnesota-Twin Cities   1999 — 2003
Communications and Electronic Media Production

Colorado Academy   1981 — 1995

Kevin Bervik Kevin Bervik Greater Denver Area Details
Kevin Bervik's AMG National Trust Bank Experience October 1993 - Present
Job Vice President, Senior Trust Officer at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   October 1993 - Present
Guaranty Bank & Trust  October 1993 - August 2001
Colorado National Bank  June 1992 - October 1993

Skills
Asset Management, Trusts, Investments, Estate Administration, Portfolio Management, Wealth Management

Education
Westminster Seminary   1985 — 1988
Masters, Religion

The University of North Dakota   1975 — 1979

Mark Arnold CPA, CIA, CISA, CAMS Mark Arnold CPA, CIA, CISA, CAMS Greater Denver Area Details
Mark Arnold CPA, CIA, CISA, CAMS's AMG National Trust Bank Experience January 2014 - Present
Job Compliance Officer at AMG National Trust Bank
Industry Accounting
Experience
AMG National Trust Bank   January 2014 - Present
NBH Bank, N.A.   2008 - 2013
Wells Fargo  2005 - 2008
First Data Corporation  2003 - 2005
Royal & Sun Alliance  2001 - 2003
Royal & Sun Alliance  1996 - 2001

Skills
Bookkeeping, Accounting, Journal Entries, Tax Preparation, General Ledger, Internal Audit, Information Technology..., CPA, CIA, CISA, CAMS, Anti Money Laundering, Bank Secrecy Act, Compliance Audit, GAAP, FFIEC, Vendor Management, Internal Controls, Risk Management, Risk Assessment, Flow Charts, Project Managment, Mergers & Acquisitions, System Conversion, Financial Analysis, Financial Reporting, Consulting, Operational Auditing, Business Process..., Banking, Board of Directors..., Accounting Management, Systems Analysis, IT Operations, Mentoring, Regulatory Requirements, Progress Monitoring, Microsoft Office, Visio, ACL, Finance, Auditing, Project Management, Quality Auditing, Access Lists

Education
Metropolitan State University of Denver
Bachelor of Science in Accounting, Accounting

University of Denver
Masters of Applied Science in Computer Information System, Information Technology

Louis Pineda Louis Pineda Greater Denver Area Details
Louis Pineda's AMG National Trust Bank Experience November 2013 - Present
Job Credit Analyst
Industry Banking
Experience
AMG National Trust Bank   November 2013 - Present
CoBank  September 2011 - November 2013
CoBank  April 2010 - August 2011
Vectra Bank Colorado  2007 - 2009
Presidential Brokerage, Inc. - Americia's Retirement Store   May 2007 - August 2007
U.S. Department of the Treasury   June 2006 - August 2006

Skills
Financial Statement..., Credit Analysis, Financial Modeling, Loan Accounting, Banking, Leadership, Coaching & Mentoring, Commercial Lending, Commercial Banking, Corporate Finance

Education
Metropolitan State University of Denver
Bachelor of Science (BS), Finance

Cade Strieby Cade Strieby Greater Denver Area Details
Cade Strieby's AMG National Trust Bank Experience June 2014 - Present
Job Chief Information Officer at AMG National Trust Bank
Industry Banking
Experience
AMG National Trust Bank   June 2014 - Present
AMG National Trust Bank   January 2011 - Present
AMG National Trust Bank   August 2007 - January 2011
Vectra Bank Colorado  January 2006 - August 2007
JP Morgan Chase  August 2003 - December 2005

Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Due Diligence, Banking, Valuation, Wealth Management, Web Application..., Information Technology, Information Systems, IT Management, IT Strategy, Information Architecture, Information Security

Education
University of California, Santa Barbara   1998 — 2002
Economics, Accounting

Anita Boronkay Anita Boronkay Greater Denver Area Details
Anita Boronkay's AMG National Trust Bank Experience January 2014 - May 2014
Job SBA Senior Approval Officer at NBH Bank, N.A.
Industry Banking
Experience
NBH Bank, N.A.   September 2014 - Present
AMG National Trust Bank   January 2014 - May 2014
CoBank  July 2012 - December 2013
KeyBank  September 2007 - June 2012
Key Bank  September 2004 - September 2007
US Bank  July 2002 - September 2004
US Bank  December 1999 - June 2002
US Bank  July 1998 - December 1999

Skills
Microsoft Office, Moody's Financial..., CL3 and Hogan Banking..., Complex Risk Rating..., Profitability Analysis, CO-PA, Commercial Banking, Credit Analysis, Credit, Banking, Analysis, Financial Analysis, Investments, Relationship Management, Loans, Finance, Risk Management, Underwriting, Commercial Lending, Portfolio Management, Small Business Lending

Education
Seattle University   2001 — 2002
MBA, not completed

Western Washington University   1994 — 1998
Bachelor of Arts, Business Administration, English

Karrie Simmons Karrie Simmons Greater Denver Area Details
Karrie Simmons's AMG National Trust Bank Experience June 2000 - September 2006
Job Senior Vice President Funds Management at Alden Torch Financial
Industry Accounting
Experience
Alden Torch Financial  January 2012 - Present
Kingswood Group   May 2011 - January 2012
Capmark  September 2006 - June 2011
AMG National Trust Bank   June 2000 - September 2006

Skills
Cash Flow, Accounting, Asset Management, Corporate Finance, Budgets, LIHTC, Asset Managment, Analysis, Private Equity, Variance Analysis, Due Diligence, Financial Analysis, Financial Modeling, Portfolio Management

Education
Doane College
Bachelor's degree, Finance, General

Regis University
Master of Business Administration (M.B.A.), Accounting and Finance

Jacob Good Jacob Good Greater Denver Area Details
Jacob Good's AMG National Trust Bank Experience December 2009 - April 2011
Job CoBank
Industry Financial Services
Experience
CoBank  May 2011 - Present
AMG National Trust Bank   December 2009 - April 2011
Municipal Services Group  February 2009 - January 2010
Thurston First Bank   December 2006 - August 2008

Skills
Portfolio Management, Banking, Commercial Lending, Risk Management, Financial Analysis

Education
Stonier Graduate School of Banking   2014 — 2016
Banking

University of Denver - Daniels College of Business   2008 — 2011

University of Puget Sound   1998 — 2001
BA, International Political Economy

The University of Kansas   1996 — 1998

Curtis Caviness Curtis Caviness Greater Denver Area Details
Curtis Caviness's AMG National Trust Bank Experience May 1997 - March 2001
Job International Tax Consultant KPMG
Industry Venture Capital & Private Equity
Experience
KPMG  January 2011 - Present
Consumer Capital Partners  May 2007 - July 2009
Source One Distribution  January 2004 - May 2007
Quiznos  2002 - 2004
AMG National Trust Bank   May 1997 - March 2001
Giant Entertainment, Inc.   1986 - March 1996

Skills
Financial Reporting, Strategic Planning, Mergers, Investments, Real Estate

Education
University of Denver   2010 — 2010
Masters of Taxation, Taxation

Colorado State University   1994 — 1996
MBA, Finance

Colorado State University   1986 — 1991
BS, Accounting, Computer Science

Bryan Landadio Bryan Landadio Greater New York City Area Details
Bryan Landadio's AMG National Trust Bank Experience 1995 - 2005
Job Managing Director at Personal CFO Solutions
Industry Financial Services
Experience
Personal CFO Solutions   September 2011 - Present
The Ayco Company, L.P.   May 2005 - May 2011
AMG National Trust Bank   1995 - 2005

Skills
Estate Planning, Financial Planning, Wealth Management, Investments, Portfolio Management, Wealth Transfer Planning

Education
Seton Hall University   1984 — 1988
BS, Finance

Anthony Cingire CFP® ChFC® Anthony Cingire CFP® ChFC® Greater New York City Area Details
Anthony Cingire CFP® ChFC®'s AMG National Trust Bank Experience June 2004 - Present
Job Financial Counselor at AMG National Trust Bank
Industry Investment Management
Experience
AMG National Trust Bank   June 2004 - Present
New York Blood Center  July 2012 - August 2013

Skills
Wealth Management, Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Estate Planning, Asset Managment, Financial Analysis, Asset Allocation, Investment Advisory, Mutual Funds

Education
Rider University   1998 — 2002
BS, Accounting

Tammy Leader Tammy Leader Greater New York City Area Details
Tammy Leader's AMG National Trust Bank Experience July 1992 - May 2010
Job Operations Manager at Personal CFO Solutions
Industry Investment Management
Experience
Personal CFO Solutions   September 2011 - Present
Wholepoint Communications   May 2010 - August 2011
AMG National Trust Bank   July 1992 - May 2010

Skills
Financial Analysis, Strategic Financial..., Portfolio Management, Budgets, Investments, Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning

Education
Johnson & Wales University   1983 — 1987
BS, Business Management

Jeff Ehlinger Jeff Ehlinger Greater Denver Area Details
Jeff Ehlinger's AMG National Trust Bank Experience August 2015 - Present
Job Vice President Commercial Banking
Industry Banking
Experience
AMG National Trust Bank   August 2015 - Present
FirstBank  1996 - 2015

Skills
Commercial Banking, Financial Analysis, Valuation, Retail Banking, Loans, Underwriting, Finance, Commercial Real Estate, Banking, Credit, Credit Analysis, Portfolio Management, Commercial Lending, Credit Risk, Lines Of Credit, Financial Services

Education
Colorado State University   1992 — 1996
Bachelor of Science in Business Administration, Finance

University of Wisconsin   2002 — 2004
Graduate Program, Graduate School of Banking

Maureen Rodwin Maureen Rodwin Greater Denver Area Details
Maureen Rodwin's AMG National Trust Bank Experience 1991 - 1997
Job Principal at Crowley Capital
Industry Real Estate
Experience
Crowley Capital   2002 - Present
Amstar Group  1998 - 2002
AMG National Trust Bank   1991 - 1997

Skills
Real Estate, Real Estate Development, Property Management, Investors, REO, Real Estate Transactions, Buyer Representation, Leases, Disposition, Real Estate Economics

Education
University of Colorado Boulder - Leeds School of Business
BS, Real Estate

University of Denver - Daniels College of Business
Masters, Real Estate Finance & Construction Mgmt

James Parchem, CPA James Parchem, CPA Greater Chicago Area Details
James Parchem, CPA's AMG National Trust Bank Experience April 2005 - October 2006
Job Adjunct Professor at Aurora University
Industry Medical Devices
Experience
Aurora University  January 2015 - Present
Patterson Companies, Inc.   January 2014 - Present
Patterson Companies, Inc.   January 2013 - January 2014
Patterson Medical  June 2012 - January 2013
HAVI Global Solutions  November 2010 - June 2012
Kellogg Company  June 2009 - November 2010
Kellogg Company  September 2008 - June 2009
Kellogg Company  June 2008 - September 2008
Kellogg Company  October 2006 - May 2008
AMG National Trust Bank   April 2005 - October 2006

Skills
Forecasting, Financial Analysis, Project Planning, Cross-functional Team..., Financial Modeling, Financial Reporting, Process Improvement, Accounting, Budgets, Strategic Financial..., SAP, Competitive Analysis, Corporate Finance, Pricing, Hyperion Enterprise, Variance Analysis, Finance, Analysis, Cost Accounting, Mergers & Acquisitions, Financial Forecasting, Hyperion, Financial Planning

Education
The University of Chicago - Booth School of Business   2010 — 2013
MBA, Finance, Entrepreneurialship, Operations Management and General Management

DePaul University   1999 — 2003
B.S., Accounting Honors & Finance

Amanda (Engle) Garvey, CFP® Amanda (Engle) Garvey, CFP® Greater Denver Area Details
Amanda (Engle) Garvey, CFP®'s AMG National Trust Bank Experience 2010 - June 2012
Job Investment Associate at Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust  2012 - Present
AMG National Trust Bank   2010 - June 2012
Atlantic Trust  May 2008 - August 2010
The Ayco Company, L.P.   August 2007 - May 2008

Skills
Budgets, Data Analysis, Due Diligence, Finance, Variance Analysis, Asset Allocation, Investments, Financial Reporting, Portfolio Management, Financial Analysis, Financial Modeling, Valuation, Wealth Management, Corporate Finance, Strategic Financial...

Education
University of Colorado Boulder   2001 — 2005
MS, BSBA, Accounting, Finance

Kirby Johnson Kirby Johnson Greater Denver Area Details
Kirby Johnson's AMG National Trust Bank Experience February 2012 - December 2014
Job Tax Manager at The Seff Group
Industry Accounting
Experience
The Seff Group   January 2015 - Present
AMG National Trust Bank   February 2012 - December 2014
RubinBrown LLP  September 2008 - October 2011

Skills
CPA, RIA, Series 7, MBA, Microsoft Office

Education
Southern Methodist University   1994 — 1997
MBA, Finance

Texas A&M University   1984 — 1988
Bachelor of Business Administration (B.B.A.), Accounting

Michael Vanaskie Michael Vanaskie Denver, Colorado Details
Michael Vanaskie's AMG National Trust Bank Experience March 2014 - April 2015
Job Senior Analyst
Industry Management Consulting
Experience
The Innovation Group  April 2015 - Present
AMG National Trust Bank   March 2014 - April 2015
Deltak  January 2014 - February 2014
Emerald Advisers, Inc.   August 2012 - November 2013

Skills
Investments, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Equities, Microsoft Excel, Strategic Planning, Finance, Mergers & Acquisitions

Education
Washington College
Bachelor of Arts (BA), Economics

The Johns Hopkins University

Domenic Callocchia Domenic Callocchia Greater New York City Area Details
Domenic Callocchia's AMG National Trust Bank Experience June 2008 - April 2010
Job Index Manager at S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices  December 2012 - Present
S&P Dow Jones Indices  July 2012 - November 2012
Dow Jones Indexes  February 2012 - June 2012
Dow Jones Indexes  May 2010 - February 2012
AMG National Trust Bank   June 2008 - April 2010

Skills
Financial Analysis, Indexing, Equity Research, Investment Research, Investing, Financial Modeling, Data Analysis, Stock Market, Economics, Bloomberg Terminal, Capital IQ, Factiva, Microsoft Excel, FoxPro, Leadership, Teamwork, Microsoft Office, Problem Solving, Writing

Education
Rutgers, The State University of New Jersey-New Brunswick   2004 — 2008
B.A., Economics, Journalism & Media Studies

Sam Stookey Sam Stookey Greater Denver Area Details
Sam Stookey's AMG National Trust Bank Experience 2009 - December 2014
Job Commercial Real Estate
Industry Banking
Experience
Core First Bank and Trust   December 2014 - Present
AMG National Trust Bank   2009 - December 2014

Skills
Commercial Banking, Commercial Lending, Investments, Credit Analysis, Financial Analysis, Credit, Banking, Portfolio Management, Loans, Financial Modeling, Small Business Lending, Underwriting, Loan Origination, Retail Banking, Wealth Management, Consumer Lending, Mortgage Lending, Finance

Education
University of Iowa   1990 — 1993
BA, Economics

Nate Rezin Nate Rezin Greater Chicago Area Details
Nate Rezin's AMG National Trust Bank Experience August 2011 - Present
Job Financial Analyst at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   August 2011 - Present

Education
University of Illinois at Urbana-Champaign   2007 — 2011
Bachelor of Science (B.S.), Financial Planning and Services

Anthony J. Mascioli, CFP® Anthony J. Mascioli, CFP® Greater New York City Area Details
Anthony J. Mascioli, CFP®'s AMG National Trust Bank Experience 2000 - 2000
Job Senior Wealth Planning Specialist
Industry Financial Services
Experience
Citi Personal Wealth Management  2012 - Present
Wells Fargo Private Bank  2004 - 2012
Lassus Wherley & Associates   2001 - 2004
AMG National Trust Bank   2000 - 2000
The Guardian Life Insurance Company of America  1997 - 2000
U.S. Trust Company of New York   1993 - 1997

Skills
Wealth Management..., Wealth, High Net Worth..., Estate Planning, Strategic Financial..., Retirement, Investments, Financial Advisory, Trust Services, Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Banking, Asset Management, Asset Allocation, Portfolio Management, Securities, Financial Planning

Education
Pace University   2000 — 2001
Certified Financial Planning Program, Financial Planning

Hofstra University   1986 — 1990
Bachelor of Business Administration (BBA), Finance / Banking

Floral Park Memorial HS

gary eckstein gary eckstein Buffalo, Minnesota Details
gary eckstein's AMG National Trust Bank Experience March 1982 - March 1984
Job finance
Industry Investment Management
Experience
Cornerstone Financial Mgmt   January 2005 - Present
Minnesota Candy and nut Co   April 1984 - June 2007
AMG National Trust Bank   March 1982 - March 1984

Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Equities, Valuation, Asset Management, Financial Planning, Corporate Finance, Finance

Education
Minnesota State University, Moorhead   1976 — 1980
BS, Finance

Southwest Minnesota State University   1970 — 1972
AA, Electronic engineering technology

Kathleen Magnan Kathleen Magnan Morristown, New Jersey Details
Kathleen Magnan's AMG National Trust Bank Experience July 2010 - Present
Job Financial Administrative Assistant at AMG National Trust Bank
Industry Investment Management
Experience
AMG National Trust Bank   July 2010 - Present

Skills
Budgets, Microsoft Office, Nonprofits, Microsoft Excel, Financial Analysis

Education
Mary Baldwin College   1977 — 1981
BA, History/Art History

Douglas Guthrie Douglas Guthrie Denver, Colorado Details
Douglas Guthrie's AMG National Trust Bank Experience July 2013 - Present
Job Financial Reporting Analyst at AMG National Trust Bank
Industry Financial Services
Experience
AMG National Trust Bank   July 2013 - Present
AMG National Trust Bank   July 2012 - July 2013
Jackson National Life  March 2012 - July 2012
Wealth Concepts, LLC.   December 2011 - March 2012

Skills
Financial Modeling, Microsoft Excel, Salesforce.com..., eMoney, Retirement Planning, Asset Allocation, Investment Strategies, Tax, Visual Basic, Financial Reporting, Microsoft Office, Variance Analysis, Banking, Credit Analysis, Credit, Cash Flow, T-SQL, SQL Server Management..., Access Database

Education
Metropolitan State University of Denver   2011 — 2012
Bachelor of Science (B.S.), Finance, General

Colorado State University   2008 — 2010