BSW Wealth Partners
Description
Address: 2336 Pearl St, Boulder, CO 80302 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–4PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (303) 444-9696: : Category: : : Place name: Website: : : Website: http://www.bsw.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 10 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for MondaysClosed Saturdays—pick another dayHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BSW Wealth Partners Posting publicly on the Web Write a review Reviews Be the first to review Latest PostsPosts from BSW Wealth Partners View previous posts on Google
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BSW Wealth Partners Employees
Employee
Years
Job
Industry
Rolina Carter Rolina Carter's BSW Wealth Partners Experience May 2005 - June 2011
Job Administrative Assistant at LogicData
Industry Financial Services
Experience
LogicData October 2014 - Present
Arapahoe Community College December 2011 - Present
BSW Wealth Partners May 2005 - June 2011
Bret Gardner, Inc., Northwestern Mutual April 2004 - May 2005
Reed Business Information May 2003 - September 2003
Merrill Lynch February 2001 - June 2002
Merrill Lynch December 1999 - February 2001
Merrill Lynch April 1991 - December 1999
Skills
Alternative Investments, Equities, Fixed Income, Mutual Funds, Asset Allocation, Retirement, Securities, Retirement Planning, Investments, Microsoft Office, Outlook, Adobe Acrobat..., Windows, PortfolioCenter, Junxure, eDrawer, Packman, Previously held..., Account Reconciliation, Financial Accounting, Customer Service, Financial Statements, Adobe Acrobat, Microsoft Excel, Financial Services, Leadership, Community Outreach, Analysis, Program Management, Management, Business Process..., Training, Time Management, Data Entry, Human Resources, Call Centers, Insurance, New Business Development, Finance, Public Speaking
Education
University of Phoenix 2002 — 2005
Bachelor of Science (BS), Information Technology
Southwestern College 1973 — 1975
LogicData October 2014 - Present
Arapahoe Community College December 2011 - Present
BSW Wealth Partners May 2005 - June 2011
Bret Gardner, Inc., Northwestern Mutual April 2004 - May 2005
Reed Business Information May 2003 - September 2003
Merrill Lynch February 2001 - June 2002
Merrill Lynch December 1999 - February 2001
Merrill Lynch April 1991 - December 1999
Skills
Alternative Investments, Equities, Fixed Income, Mutual Funds, Asset Allocation, Retirement, Securities, Retirement Planning, Investments, Microsoft Office, Outlook, Adobe Acrobat..., Windows, PortfolioCenter, Junxure, eDrawer, Packman, Previously held..., Account Reconciliation, Financial Accounting, Customer Service, Financial Statements, Adobe Acrobat, Microsoft Excel, Financial Services, Leadership, Community Outreach, Analysis, Program Management, Management, Business Process..., Training, Time Management, Data Entry, Human Resources, Call Centers, Insurance, New Business Development, Finance, Public Speaking
Education
University of Phoenix 2002 — 2005
Bachelor of Science (BS), Information Technology
Southwestern College 1973 — 1975
Connor Smith Connor Smith's BSW Wealth Partners Experience January 2015 - May 2015
Job Chairman of Student Executive Council at American Enterprise Institute
Industry
Experience
FourPoint Energy, LLC May 2015 - Present
American Enterprise Institute November 2013 - Present
The Denver Country Club April 2008 - Present
BSW Wealth Partners January 2015 - May 2015
American Enterprise Institute June 2014 - August 2014
March of Dimes September 2013 - May 2014
US-Brasil Connect February 2013 - August 2013
The First Tee June 2010 - August 2012
Skills
Leadership, Marketing, Facebook, Social Media Marketing, Event Management, Team Leadership, Event Planning, Financial Accounting, Nonprofits, Advertising
Education
University of Colorado Boulder 2012 — 2016
Bachelor's Degree, Business Administration, Management and Operations, Finance Emphasis
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Bachelor's Degree, Business Administration and Management, General, Finance Emphasis
FourPoint Energy, LLC May 2015 - Present
American Enterprise Institute November 2013 - Present
The Denver Country Club April 2008 - Present
BSW Wealth Partners January 2015 - May 2015
American Enterprise Institute June 2014 - August 2014
March of Dimes September 2013 - May 2014
US-Brasil Connect February 2013 - August 2013
The First Tee June 2010 - August 2012
Skills
Leadership, Marketing, Facebook, Social Media Marketing, Event Management, Team Leadership, Event Planning, Financial Accounting, Nonprofits, Advertising
Education
University of Colorado Boulder 2012 — 2016
Bachelor's Degree, Business Administration, Management and Operations, Finance Emphasis
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Bachelor's Degree, Business Administration and Management, General, Finance Emphasis
Susan Glow Susan Glow's BSW Wealth Partners Experience January 2002 - April 2006
Job Asset manager
Industry Financial Services
Experience
Self Employed April 2006 - Present
BSW Wealth Partners January 2002 - April 2006
Merrill Lynch January 2001 - January 2002
Skills
Entrepreneurial Finance, Venture Capital, Asset Management, Portfolio Management, Start-up Ventures, Due Diligence, Private Equity, International Finance, Asset Allocation, Investment Management, Investor Relations, Angel Investing, Strategic Financial..., Finance, Management, Investments, Financial Advisory, Wealth Management, Financial Modeling, Strategic Planning, Start-ups, Investment Advisory, Financial Analysis, Financial Planning, Mergers
Education
University of Colorado at Boulder 1998 — 2000
Master of Business Administration, Entrepreneurship/Entrepreneurial Studies
University of Colorado at Boulder 1990 — 1994
Bachelor of Arts (B.A.), International Relations and Affairs
Scuola di Amministrazione Aziendale Torino
International Business, Italian language
Self Employed April 2006 - Present
BSW Wealth Partners January 2002 - April 2006
Merrill Lynch January 2001 - January 2002
Skills
Entrepreneurial Finance, Venture Capital, Asset Management, Portfolio Management, Start-up Ventures, Due Diligence, Private Equity, International Finance, Asset Allocation, Investment Management, Investor Relations, Angel Investing, Strategic Financial..., Finance, Management, Investments, Financial Advisory, Wealth Management, Financial Modeling, Strategic Planning, Start-ups, Investment Advisory, Financial Analysis, Financial Planning, Mergers
Education
University of Colorado at Boulder 1998 — 2000
Master of Business Administration, Entrepreneurship/Entrepreneurial Studies
University of Colorado at Boulder 1990 — 1994
Bachelor of Arts (B.A.), International Relations and Affairs
Scuola di Amministrazione Aziendale Torino
International Business, Italian language
Molly Devnani's BSW Wealth Partners Experience June 2015 - Present
Job Investment Group Associate & Reporting Specialist at BSW Wealth Partners
Industry Financial Services
Experience
BSW Wealth Partners June 2015 - Present
Quish & Co March 2014 - June 2015
University of Colorado Boulder January 2013 - May 2015
University of Colorado Boulder August 2013 - April 2015
Entrepreneurship & Empowerment of Developing Nations Program June 2014 - July 2014
University of Colorado Boulder January 2014 - May 2014
University of Colorado Boulder August 2012 - December 2013
Singgar Mulia Engineering & Fluor Partnership Office June 2013 - July 2013
Urology Center of the Rockies June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Research, Community Outreach, Microsoft Word, Event Planning, Outlook, Teaching, Consulting, Corporate Finance, Project Finance, Customer Service, Social Media, Leadership, Finance, Data Analysis, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science in Business Administration, Finance
BSW Wealth Partners June 2015 - Present
Quish & Co March 2014 - June 2015
University of Colorado Boulder January 2013 - May 2015
University of Colorado Boulder August 2013 - April 2015
Entrepreneurship & Empowerment of Developing Nations Program June 2014 - July 2014
University of Colorado Boulder January 2014 - May 2014
University of Colorado Boulder August 2012 - December 2013
Singgar Mulia Engineering & Fluor Partnership Office June 2013 - July 2013
Urology Center of the Rockies June 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Research, Community Outreach, Microsoft Word, Event Planning, Outlook, Teaching, Consulting, Corporate Finance, Project Finance, Customer Service, Social Media, Leadership, Finance, Data Analysis, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science in Business Administration, Finance
Jacob Krupsaw Jacob Krupsaw's BSW Wealth Partners Experience March 2010 - March 2010
Job Analyst at Rialto Capital Management
Industry Financial Services
Experience
Rialto Capital Management September 2014 - Present
JP Morgan Asset Management June 2011 - August 2014
Goldman Sachs Asset Management June 2010 - August 2010
BSW Wealth Partners March 2010 - March 2010
The Bozzuto Group June 2008 - August 2009
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Bloomberg, Equities, Asset Management, Cupcakes, Microsoft Excel, Fixed Income, Corporate Finance, Hedge Funds, Alternative Investments, Investment Banking, Bloomberg Terminal
Education
University of Miami 2007 — 2011
Bachelors, Accounting & Finance
University of Miami - School of Business 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Rialto Capital Management September 2014 - Present
JP Morgan Asset Management June 2011 - August 2014
Goldman Sachs Asset Management June 2010 - August 2010
BSW Wealth Partners March 2010 - March 2010
The Bozzuto Group June 2008 - August 2009
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Bloomberg, Equities, Asset Management, Cupcakes, Microsoft Excel, Fixed Income, Corporate Finance, Hedge Funds, Alternative Investments, Investment Banking, Bloomberg Terminal
Education
University of Miami 2007 — 2011
Bachelors, Accounting & Finance
University of Miami - School of Business 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Elias Bachmann, CFA Elias Bachmann, CFA's BSW Wealth Partners Experience January 2015 - Present
Job Director Private Investments at BSW Wealth Partners
Industry Financial Services
Experience
BSW Wealth Partners January 2015 - Present
BSW Wealth Partners October 2009 - Present
Wells Fargo Advisors January 2004 - October 2009
SUN MICROSYSTEMS, INC May 2003 - August 2003
Wall Street Institute, Luzern, Switzerland January 2001 - June 2001
DIRT CAMP, INC January 1996 - January 2001
Skills
Portfolio Center, Tamarac rebalancer, Tamarac Advisor View, Microsoft Office, Portfolio Management, Real Estate Investment, Private Equity Funding, real estate due, Sales, apl
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2004
MBA, Finance
University of Colorado Boulder 1992 — 1997
BA, Communication; Organizational Communication
BSW Wealth Partners January 2015 - Present
BSW Wealth Partners October 2009 - Present
Wells Fargo Advisors January 2004 - October 2009
SUN MICROSYSTEMS, INC May 2003 - August 2003
Wall Street Institute, Luzern, Switzerland January 2001 - June 2001
DIRT CAMP, INC January 1996 - January 2001
Skills
Portfolio Center, Tamarac rebalancer, Tamarac Advisor View, Microsoft Office, Portfolio Management, Real Estate Investment, Private Equity Funding, real estate due, Sales, apl
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2004
MBA, Finance
University of Colorado Boulder 1992 — 1997
BA, Communication; Organizational Communication
Lisa Chinnery's BSW Wealth Partners Experience January 1999 - November 2002
Job Dedicated Digital & Social Media Marketing Manager
Industry Marketing and Advertising
Experience
Youth For Understanding USA September 2013 - May 2015
Youth For Understanding USA May 1994 - May 2015
Youth For Understanding USA (YFU) January 2007 - September 2013
CMIT Solutions 2004 - 2008
Youth For Understanding USA (YFU) January 2005 - December 2007
Youth For Understanding USA (YFU) November 2002 - December 2004
BSW Wealth Partners January 1999 - November 2002
Skills
Marketing Communications, Facebook, Management, Leadership, Training, Social Media Marketing, Online Advertising, Community Outreach, Digital Marketing, Volunteer Management, Data Analysis, Strategic Planning, Public Speaking, Budgets, Social Media, Program Management, Online Marketing, Program Development, Event Planning, Research, Public Relations, Community Development, Qualitative Research, Editing, Intercultural..., Teaching, International Relations, Outlook, Advertising, Nonprofits, Marketing, Volunteer Recruiting, Strategic Communications, Event Management, Program Evaluation, Teamwork, Time Management, Volunteer Training, Leadership Development, International Education, Media Relations, Organizational..., Entrepreneurship, SEO, Project Management, Marketing Strategy, Web Content Management
Education
University of California, Santa Cruz 1989 — 1993
BA
Ventura High School 1985 — 1989
High School Degree
Youth For Understanding USA September 2013 - May 2015
Youth For Understanding USA May 1994 - May 2015
Youth For Understanding USA (YFU) January 2007 - September 2013
CMIT Solutions 2004 - 2008
Youth For Understanding USA (YFU) January 2005 - December 2007
Youth For Understanding USA (YFU) November 2002 - December 2004
BSW Wealth Partners January 1999 - November 2002
Skills
Marketing Communications, Facebook, Management, Leadership, Training, Social Media Marketing, Online Advertising, Community Outreach, Digital Marketing, Volunteer Management, Data Analysis, Strategic Planning, Public Speaking, Budgets, Social Media, Program Management, Online Marketing, Program Development, Event Planning, Research, Public Relations, Community Development, Qualitative Research, Editing, Intercultural..., Teaching, International Relations, Outlook, Advertising, Nonprofits, Marketing, Volunteer Recruiting, Strategic Communications, Event Management, Program Evaluation, Teamwork, Time Management, Volunteer Training, Leadership Development, International Education, Media Relations, Organizational..., Entrepreneurship, SEO, Project Management, Marketing Strategy, Web Content Management
Education
University of California, Santa Cruz 1989 — 1993
BA
Ventura High School 1985 — 1989
High School Degree
Samuel Napp, CFP, CPA's BSW Wealth Partners Experience May 2012 - Present
Job Advisor at BSW Wealth Partners
Industry Financial Services
Experience
BSW Wealth Partners May 2012 - Present
Longmont Community Foundation January 2015 - Present
Brock and Company, CPAs, P.C. December 2009 - May 2012
KPMG LLP September 2007 - December 2009
Skills
CPA, Certified Financial..., Tax, SEC filings, Mergers & Acquisitions, Financial Reporting, GAAP, Financial Accounting, Account Reconciliation, Analysis, Due Diligence, Payroll, Certified Public..., Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Accounting, US GAAP, Auditing, Strategic Planning, Business Strategy, Retirement Planning
Education
University of Colorado Boulder 2002 — 2007
BA, Integrative Physiology - Pre-med
University of Colorado Boulder - Leeds School of Business 2002 — 2007
BSBA, Business
BSW Wealth Partners May 2012 - Present
Longmont Community Foundation January 2015 - Present
Brock and Company, CPAs, P.C. December 2009 - May 2012
KPMG LLP September 2007 - December 2009
Skills
CPA, Certified Financial..., Tax, SEC filings, Mergers & Acquisitions, Financial Reporting, GAAP, Financial Accounting, Account Reconciliation, Analysis, Due Diligence, Payroll, Certified Public..., Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Accounting, US GAAP, Auditing, Strategic Planning, Business Strategy, Retirement Planning
Education
University of Colorado Boulder 2002 — 2007
BA, Integrative Physiology - Pre-med
University of Colorado Boulder - Leeds School of Business 2002 — 2007
BSBA, Business
Matt Samek's BSW Wealth Partners Experience September 2011 - Present
Job Portfolio Manager at BSW Wealth Partners
Industry Financial Services
Experience
BSW Wealth Partners September 2011 - Present
BSW Wealth Partners January 2008 - September 2011
Skills
Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equities, Asset Management, Fixed Income, Hedge Funds, Wealth Management, Investment Strategies, ETFs, Operations Management, Regulatory Compliance, Trading
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Science (BS), Finance, General
BSW Wealth Partners September 2011 - Present
BSW Wealth Partners January 2008 - September 2011
Skills
Portfolio Management, Asset Allocation, Investments, Alternative Investments, Equities, Asset Management, Fixed Income, Hedge Funds, Wealth Management, Investment Strategies, ETFs, Operations Management, Regulatory Compliance, Trading
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Science (BS), Finance, General
Craig Seidler's BSW Wealth Partners Experience January 2015 - Present
Job Senior Investment Advisor and Director of Public Investments at BSW Wealth Partners
Industry Financial Services
Experience
BSW Wealth Partners January 2015 - Present
BSW Wealth Partners September 2003 - January 2015
American Century Investments January 1998 - September 2000
Skills
Equities, Alternative Assets, Fixed Income, Asset Allocation, Portfolio Management, Wealth Management, Trading, Investments, Asset Management, Investment Strategies, Mutual Funds, Alternative Investments, Financial Analysis, Investment Advisory, Hedge Funds, ETFs, Private Equity, Municipal Bonds, Impact Investing, Socially Responsible...
Education
University of Colorado at Denver 2000 — 2002
MBA, Financial Analysis
University of Vermont 1987 — 1991
BS, Business
BSW Wealth Partners January 2015 - Present
BSW Wealth Partners September 2003 - January 2015
American Century Investments January 1998 - September 2000
Skills
Equities, Alternative Assets, Fixed Income, Asset Allocation, Portfolio Management, Wealth Management, Trading, Investments, Asset Management, Investment Strategies, Mutual Funds, Alternative Investments, Financial Analysis, Investment Advisory, Hedge Funds, ETFs, Private Equity, Municipal Bonds, Impact Investing, Socially Responsible...
Education
University of Colorado at Denver 2000 — 2002
MBA, Financial Analysis
University of Vermont 1987 — 1991
BS, Business
Alex Martella's BSW Wealth Partners Experience June 2009 - Present
Job Client Service Manager
Industry Financial Services
Experience
BSW Wealth Partners June 2009 - Present
Northwestern Mutual August 2002 - April 2009
David A Marshall & Associates July 2000 - July 2002
Douglas R Spencer, Attorney at Law Maui, HI September 1997 - September 1998
David A Marshall & Associates August 1995 - March 1997
Northwestern Mutual Life May 1994 - August 1995
Skills
Customer Service, Finance, Managing Workflow, Communication, Organization Skills, Scheduling, Team Building, Project Planning, Time Management, Microsoft Word, Microsoft Excel, Travel Planning, Legal Assistance, Insurance, Event Planning
Education
Denver Paralegal 1992 — 1994
Paralegal Certificate, Paralegal
Saddleback College 1989 — 1990
General
El Camino College 1982 — 1984
General
BSW Wealth Partners June 2009 - Present
Northwestern Mutual August 2002 - April 2009
David A Marshall & Associates July 2000 - July 2002
Douglas R Spencer, Attorney at Law Maui, HI September 1997 - September 1998
David A Marshall & Associates August 1995 - March 1997
Northwestern Mutual Life May 1994 - August 1995
Skills
Customer Service, Finance, Managing Workflow, Communication, Organization Skills, Scheduling, Team Building, Project Planning, Time Management, Microsoft Word, Microsoft Excel, Travel Planning, Legal Assistance, Insurance, Event Planning
Education
Denver Paralegal 1992 — 1994
Paralegal Certificate, Paralegal
Saddleback College 1989 — 1990
General
El Camino College 1982 — 1984
General
Jazmine Williams Jazmine Williams's BSW Wealth Partners Experience February 2015 - July 2015
Job Administrative Assistant Quality QMS at Terumo BCT
Industry Human Resources
Experience
Terumo BCT July 2015 - Present
BSW Wealth Partners February 2015 - July 2015
University of Colorado Boulder-Office of Admissions August 2012 - June 2015
North Metro Community Services June 2014 - December 2014
State Farm May 2007 - May 2011
Skills
Human Resources, Clerical Work, Data Analysis, Data Entry, Switchboard, Hiring Practices, Childcare, Food Preparation, Confidentiality, Inventory Control, Meeting Scheduling, Event Planning, Microsoft Office, Outlook, Customer Service
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Arts (B.A.), Sociology, Business
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Sociology/ Business
Terumo BCT July 2015 - Present
BSW Wealth Partners February 2015 - July 2015
University of Colorado Boulder-Office of Admissions August 2012 - June 2015
North Metro Community Services June 2014 - December 2014
State Farm May 2007 - May 2011
Skills
Human Resources, Clerical Work, Data Analysis, Data Entry, Switchboard, Hiring Practices, Childcare, Food Preparation, Confidentiality, Inventory Control, Meeting Scheduling, Event Planning, Microsoft Office, Outlook, Customer Service
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Arts (B.A.), Sociology, Business
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Sociology/ Business
William Zimmerman William Zimmerman's BSW Wealth Partners Experience May 2014 - August 2014
Job Customer Engagement Specialist at Proven
Industry Internet
Experience
Proven March 2015 - Present
Global Platinum Securities December 2013 - October 2014
TEDxCU December 2012 - October 2014
BSW Wealth Partners May 2014 - August 2014
R3 Returns September 2013 - May 2014
Leeds Design Accelerator June 2013 - August 2013
Niftynob May 2013 - August 2013
PetSmart April 2012 - April 2013
Belle Meade Ranch January 2008 - January 2011
Skills
Leadership, Investments, Accounting, Finance, Operations Management, Marketing, Public Speaking, Negotiation, Logistics Management, Time Management, Strategic Planning, Microsoft Excel, PowerPoint, Start-ups, Microsoft Office, Social Media Marketing, Microsoft Word, Entrepreneurship, Sales, Cloud Computing, Analytics, DCF Valuation, Customer Service, QuickBooks, Comparable Analysis, Volunteering, SEO, Business Ethics
Education
University of Colorado at Boulder
Bachelor's Degree, Finance, Accounting, and Operations
Proven March 2015 - Present
Global Platinum Securities December 2013 - October 2014
TEDxCU December 2012 - October 2014
BSW Wealth Partners May 2014 - August 2014
R3 Returns September 2013 - May 2014
Leeds Design Accelerator June 2013 - August 2013
Niftynob May 2013 - August 2013
PetSmart April 2012 - April 2013
Belle Meade Ranch January 2008 - January 2011
Skills
Leadership, Investments, Accounting, Finance, Operations Management, Marketing, Public Speaking, Negotiation, Logistics Management, Time Management, Strategic Planning, Microsoft Excel, PowerPoint, Start-ups, Microsoft Office, Social Media Marketing, Microsoft Word, Entrepreneurship, Sales, Cloud Computing, Analytics, DCF Valuation, Customer Service, QuickBooks, Comparable Analysis, Volunteering, SEO, Business Ethics
Education
University of Colorado at Boulder
Bachelor's Degree, Finance, Accounting, and Operations
Yiwen Chen's BSW Wealth Partners Experience May 2014 - Present
Job Portfolio Manager & Director of Reporting at BSW Wealth Partners
Industry Financial Services
Experience
BSW Wealth Partners May 2014 - Present
BSW Wealth Partners January 2012 - May 2014
BSW Wealth Partners June 2011 - December 2011
Yiwen Chen Web Design January 2009 - December 2011
Doc Popcorn, Inc June 2006 - June 2009
Roche Colorado, Corp June 2008 - August 2008
Skills
Valuation, Sales, Microsoft Office, PowerPoint, Accounting, Microsoft Excel, Financial Analysis, Research, Public Relations, Market Research, Portfolio Management
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelors of Science, Business Administration - Finance
BSW Wealth Partners May 2014 - Present
BSW Wealth Partners January 2012 - May 2014
BSW Wealth Partners June 2011 - December 2011
Yiwen Chen Web Design January 2009 - December 2011
Doc Popcorn, Inc June 2006 - June 2009
Roche Colorado, Corp June 2008 - August 2008
Skills
Valuation, Sales, Microsoft Office, PowerPoint, Accounting, Microsoft Excel, Financial Analysis, Research, Public Relations, Market Research, Portfolio Management
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
Bachelors of Science, Business Administration - Finance