AMG National Trust Bank
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.
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AMG National Trust Bank Employees
AMG National Trust Bank March 2014 - Present
Education
Whitman College 1998 — 2002
Geology
Central Washington University
Master's degree, Geology
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
AMG National Trust Bank September 2007 - Present
Charles Schwab April 2003 - September 2007
Education
Brigham Young University 1976 — 1984
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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