Cache Bank and Trust
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Cache Bank and Trust Employees
Employee
Years
Job
Industry
Alex Saf Alex Saf's Cache Bank and Trust Experience January 2015 - Present
Job Credit Analyst at Cache Bank and Trust
Industry Financial Services
Experience
Cache Bank and Trust January 2015 - Present
Oppenheimer & Co. Inc. January 2013 - December 2014
Integra Financial Advisory Corp. May 2013 - August 2013
Oppenheimer & Co. June 2008 - August 2012
Skills
Strategic Financial..., Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Equities, Corporate Finance, Portfolio Management, Equity Research, Investment Banking, Capital Markets, Fixed Income, Economics, Financial Planning, Microsoft Office, Microsoft Excel
Education
Purdue University 2010 — 2014
Bachelor of Science (BS), Economics
Purdue University 2010 — 2014
Bachelor's degree, Economics
Cache Bank and Trust January 2015 - Present
Oppenheimer & Co. Inc. January 2013 - December 2014
Integra Financial Advisory Corp. May 2013 - August 2013
Oppenheimer & Co. June 2008 - August 2012
Skills
Strategic Financial..., Bloomberg, Financial Modeling, Valuation, Financial Analysis, Investments, Equities, Corporate Finance, Portfolio Management, Equity Research, Investment Banking, Capital Markets, Fixed Income, Economics, Financial Planning, Microsoft Office, Microsoft Excel
Education
Purdue University 2010 — 2014
Bachelor of Science (BS), Economics
Purdue University 2010 — 2014
Bachelor's degree, Economics
Kaja Lindstrom Kaja Lindstrom's Cache Bank and Trust Experience March 2009 - December 2010
Job International Admissions Specialist at University of Northern Colorado
Industry Higher Education
Experience
University of Northern Colorado January 2012 - Present
NAFSA: Association of International Educators 2014 - 2014
University of Northern Colorado August 2010 - December 2011
Cache Bank and Trust March 2009 - December 2010
Skills
Databases, Budgets, Research, Management, Higher Education, Data Analysis, Time Management, Teaching, Event Planning, Microsoft Office, PowerPoint, Public Speaking, Leadership, Nonprofits, Community Outreach, Program Development, Microsoft Word
Education
University of Northern Colorado 2010 — 2012
M.Acc, Accounting
University of Northern Colorado 2006 — 2010
B.S., Business Administration - Accounting Emphasis
University of Northern Colorado January 2012 - Present
NAFSA: Association of International Educators 2014 - 2014
University of Northern Colorado August 2010 - December 2011
Cache Bank and Trust March 2009 - December 2010
Skills
Databases, Budgets, Research, Management, Higher Education, Data Analysis, Time Management, Teaching, Event Planning, Microsoft Office, PowerPoint, Public Speaking, Leadership, Nonprofits, Community Outreach, Program Development, Microsoft Word
Education
University of Northern Colorado 2010 — 2012
M.Acc, Accounting
University of Northern Colorado 2006 — 2010
B.S., Business Administration - Accounting Emphasis
Alexandra Valenti's Cache Bank and Trust Experience August 2012 - March 2014
Job Event Specialist
Industry Events Services
Experience
FLEXX Productions March 2014 - Present
Cache Bank and Trust August 2012 - March 2014
The Place Setting Company May 2013 - August 2013
Skills
Close Attention to..., Cash Handling Experience, Microsoft Office, Organization, Proposal Writing, Event Planning, Critical Thinking, Telephone Skills, Team-oriented, Research, Goal Oriented, Data Entry, Public Speaking, Project Management, Customer Service, Social Media
Education
Colorado State University 2011 — 2013
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
University of Colorado Boulder 2010 — 2011
FLEXX Productions March 2014 - Present
Cache Bank and Trust August 2012 - March 2014
The Place Setting Company May 2013 - August 2013
Skills
Close Attention to..., Cash Handling Experience, Microsoft Office, Organization, Proposal Writing, Event Planning, Critical Thinking, Telephone Skills, Team-oriented, Research, Goal Oriented, Data Entry, Public Speaking, Project Management, Customer Service, Social Media
Education
Colorado State University 2011 — 2013
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
University of Colorado Boulder 2010 — 2011
Britney Field, CSCA Britney Field, CSCA's Cache Bank and Trust Experience January 2012 - October 2012
Job Component Project Manager at Seagate Technology
Industry Computer Hardware
Experience
Seagate Technology April 2014 - Present
Lake Region Medical October 2012 - April 2014
Cache Bank and Trust January 2012 - October 2012
Human Bean October 2008 - January 2012
Skills
CSCA (Certified Supply..., Process Improvement, Product Development, Continuous Improvement, Cross-functional Team..., Leadership
Education
Colorado State University 2005 — 2010
Bachelors of Arts, Economics
Seagate Technology April 2014 - Present
Lake Region Medical October 2012 - April 2014
Cache Bank and Trust January 2012 - October 2012
Human Bean October 2008 - January 2012
Skills
CSCA (Certified Supply..., Process Improvement, Product Development, Continuous Improvement, Cross-functional Team..., Leadership
Education
Colorado State University 2005 — 2010
Bachelors of Arts, Economics
Matthew Lyman Matthew Lyman's Cache Bank and Trust Experience June 2014 - Present
Job Bank Teller at Cache Bank and Trust
Industry Banking
Experience
Cache Bank and Trust June 2014 - Present
Skills
Leadership, Project Management, Time Management, Delivering on time, Analitical, Teller Operations, Customer Service, Customer Relations, Training, Research, Data Analysis, Teamwork, Goal Oriented
Education
Colorado State University 2013 — 2017
Frontier Academy High School 2010 — 2013
Cache Bank and Trust June 2014 - Present
Skills
Leadership, Project Management, Time Management, Delivering on time, Analitical, Teller Operations, Customer Service, Customer Relations, Training, Research, Data Analysis, Teamwork, Goal Oriented
Education
Colorado State University 2013 — 2017
Frontier Academy High School 2010 — 2013
Jody Halvorson Duncan Jody Halvorson Duncan's Cache Bank and Trust Experience July 2003 - December 2005
Job Loan Officer at Colonial National Mortgage / NMLS# 469787
Industry Banking
Experience
Colonial Savings March 2007 - Present
Cache Bank and Trust July 2003 - December 2005
Greely branch of First National Bank of Omaha January 2005 - May 2005
Lighthouse Lending June 2002 - June 2003
Skills
Loans, Mortgage Lending, Credit, Banking, Loan Origination, Refinance, Mortgage Banking, Credit Analysis, FHA, Residential Mortgages, VA loans
Education
University of Northern Colorado 1977 — 1978
Elementary Education and Teaching
Denver Lutheran High School 1973 — 1977
Colonial Savings March 2007 - Present
Cache Bank and Trust July 2003 - December 2005
Greely branch of First National Bank of Omaha January 2005 - May 2005
Lighthouse Lending June 2002 - June 2003
Skills
Loans, Mortgage Lending, Credit, Banking, Loan Origination, Refinance, Mortgage Banking, Credit Analysis, FHA, Residential Mortgages, VA loans
Education
University of Northern Colorado 1977 — 1978
Elementary Education and Teaching
Denver Lutheran High School 1973 — 1977
Derek Hofmeister's Cache Bank and Trust Experience July 2010 - July 2011
Job Vice President at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank November 2014 - Present
SVB Financial Group July 2011 - November 2014
Cache Bank and Trust July 2010 - July 2011
CampusDesigns LLC May 2009 - June 2010
Skills
Leadership, Portfolio Management, Entrepreneurship, Finance, Banking
Education
University of Northern Colorado 2005 — 2010
Finance, General Business, Business
Silicon Valley Bank November 2014 - Present
SVB Financial Group July 2011 - November 2014
Cache Bank and Trust July 2010 - July 2011
CampusDesigns LLC May 2009 - June 2010
Skills
Leadership, Portfolio Management, Entrepreneurship, Finance, Banking
Education
University of Northern Colorado 2005 — 2010
Finance, General Business, Business
Grant Gattis's Cache Bank and Trust Experience May 2012 - May 2014
Job Associate Accountant at KCoe Isom, LLP
Industry Accounting
Experience
K·Coe Isom January 2015 - Present
Patrick B. Roche Memorial Baseball Training Facility for Kids March 2009 - Present
Cache Bank and Trust May 2012 - May 2014
Colorado Cherry Company April 2009 - March 2012
Skills
Customer Service, Banking, PowerPoint, Financial Statement..., Microsoft Office, Public Speaking, Cash Management, Event Planning, Deposits, Cash, Management Accounting, Financial Statements, Financial Reporting
Education
University of Northern Colorado 2011 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Greeley West High School 2007 — 2011
Graduate
K·Coe Isom January 2015 - Present
Patrick B. Roche Memorial Baseball Training Facility for Kids March 2009 - Present
Cache Bank and Trust May 2012 - May 2014
Colorado Cherry Company April 2009 - March 2012
Skills
Customer Service, Banking, PowerPoint, Financial Statement..., Microsoft Office, Public Speaking, Cash Management, Event Planning, Deposits, Cash, Management Accounting, Financial Statements, Financial Reporting
Education
University of Northern Colorado 2011 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Greeley West High School 2007 — 2011
Graduate
John Nicholas John Nicholas's Cache Bank and Trust Experience July 2009 - July 2015
Job Senior Trust Officer at Dunham Trust Company
Industry Banking
Experience
Dunham Trust Company July 2015 - Present
Cache Bank and Trust July 2009 - July 2015
United Western Bank December 2007 - March 2009
Key Bank October 2006 - November 2007
Vining Sparks May 2005 - June 2006
Skills
Investments, IRAs, Banking, Retirement Planning, Trust Management, Estate Planning, Financial Services, Real Estate, Asset Management, Consumer Lending, Fixed Income, Investment Management, Retirement, Wealth Management
Education
The University of Memphis 1999 — 2005
MBA, Finance
Dunham Trust Company July 2015 - Present
Cache Bank and Trust July 2009 - July 2015
United Western Bank December 2007 - March 2009
Key Bank October 2006 - November 2007
Vining Sparks May 2005 - June 2006
Skills
Investments, IRAs, Banking, Retirement Planning, Trust Management, Estate Planning, Financial Services, Real Estate, Asset Management, Consumer Lending, Fixed Income, Investment Management, Retirement, Wealth Management
Education
The University of Memphis 1999 — 2005
MBA, Finance
Kim Viner Kim Viner's Cache Bank and Trust Experience July 2014 - Present
Job VP Mortgage Lending NMLS#375084
Industry Financial Services
Experience
Cache Bank and Trust July 2014 - Present
First Tech Federal Credit Union January 2012 - June 2014
Home State Bank May 2007 - December 2010
Wells Fargo Home Mortgage 1999 - 2004
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Industry, Private Banking, Credit Analysis, Home Equity Lines of..., Finance, Real Estate, Down Payment Assistance, Fannie Mae, FHA, Rural Development, Construction Loans, Loan Origination, Home Equity Loans, Sales, Loans, Team Building, VA loans, Credit, FHA financing, Banking, Commercial Banking, Leadership, Refinance, Strategic Planning, Commercial Lending, Small Business Lending, Real Estate Financing, Consumer Lending, Customer Service, Microsoft Excel, Financial Analysis, Insurance, Risk Management, Negotiation, Credit Risk, Investments, Government Loans, USDA, First Time Home Buyers, VA Loans
Education
Metropolitan State University of Denver
Accounting
Cache Bank and Trust July 2014 - Present
First Tech Federal Credit Union January 2012 - June 2014
Home State Bank May 2007 - December 2010
Wells Fargo Home Mortgage 1999 - 2004
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Industry, Private Banking, Credit Analysis, Home Equity Lines of..., Finance, Real Estate, Down Payment Assistance, Fannie Mae, FHA, Rural Development, Construction Loans, Loan Origination, Home Equity Loans, Sales, Loans, Team Building, VA loans, Credit, FHA financing, Banking, Commercial Banking, Leadership, Refinance, Strategic Planning, Commercial Lending, Small Business Lending, Real Estate Financing, Consumer Lending, Customer Service, Microsoft Excel, Financial Analysis, Insurance, Risk Management, Negotiation, Credit Risk, Investments, Government Loans, USDA, First Time Home Buyers, VA Loans
Education
Metropolitan State University of Denver
Accounting
Ryan Smith, FIC Ryan Smith, FIC's Cache Bank and Trust Experience October 2005 - October 2008
Job Experienced Financial Professional
Industry Financial Services
Experience
Peaks to Plains Group, LLC January 2013 - Present
Thrivent Financial April 2012 - Present
Rocky Mountain Capital October 2011 - March 2012
Corkscrew Wine and Liquor September 2010 - September 2011
Edward Jones July 2010 - September 2010
St. John the Evangelist Catholic Church November 2007 - April 2010
Cache Bank and Trust October 2005 - October 2008
Skills
Management, Finance, Financial Advisory, Team Building, Retirement Planning, Asset Allocation, Volunteer Management, Public Speaking, Non-profits, Teaching, Event Planning, Community Outreach, Fundraising, Leadership Development, Customer Service, Event Management, Microsoft Office, Life & Health Insurance..., Financial Strategies, Investments, Retirement
Education
Aims Community College 2006 — 2008
Associate's degree, Business Administration and Management, General
Colorado State University
Business Administration
Franklin University
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Peaks to Plains Group, LLC January 2013 - Present
Thrivent Financial April 2012 - Present
Rocky Mountain Capital October 2011 - March 2012
Corkscrew Wine and Liquor September 2010 - September 2011
Edward Jones July 2010 - September 2010
St. John the Evangelist Catholic Church November 2007 - April 2010
Cache Bank and Trust October 2005 - October 2008
Skills
Management, Finance, Financial Advisory, Team Building, Retirement Planning, Asset Allocation, Volunteer Management, Public Speaking, Non-profits, Teaching, Event Planning, Community Outreach, Fundraising, Leadership Development, Customer Service, Event Management, Microsoft Office, Life & Health Insurance..., Financial Strategies, Investments, Retirement
Education
Aims Community College 2006 — 2008
Associate's degree, Business Administration and Management, General
Colorado State University
Business Administration
Franklin University
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Matt Vesgaard, MBA Matt Vesgaard, MBA's Cache Bank and Trust Experience September 2011 - May 2012
Job Senior Credit Administrator at Verus Bank of Commerce
Industry Banking
Experience
Verus Bank of Commerce May 2012 - Present
Cache Bank and Trust September 2011 - May 2012
Verus Bank of Commerce April 2011 - September 2011
Guaranty Bank October 2008 - January 2011
Key Bank March 2003 - October 2008
Wells Fargo Financial August 2000 - October 2002
Skills
Real Estate, Credit Analysis, Loans, Finance, Banking, Commercial Lending, Credit, Analysis, Financial Modeling, Commercial Banking, Portfolio Management, Small Business Lending, Risk Management, CRM, Financial Analysis, Management, Consumer Lending, Customer Service, Sales, Cash Management, Small Business, Loan Origination, Mergers & Acquisitions, Mortgage Lending, Budgets, Retail Banking, Auditing, Mortgage Banking
Education
Colorado State University 2006 — 2008
MBA, Business Administration
Colorado State University
Bachelor of Applied Science, Marketing
Verus Bank of Commerce May 2012 - Present
Cache Bank and Trust September 2011 - May 2012
Verus Bank of Commerce April 2011 - September 2011
Guaranty Bank October 2008 - January 2011
Key Bank March 2003 - October 2008
Wells Fargo Financial August 2000 - October 2002
Skills
Real Estate, Credit Analysis, Loans, Finance, Banking, Commercial Lending, Credit, Analysis, Financial Modeling, Commercial Banking, Portfolio Management, Small Business Lending, Risk Management, CRM, Financial Analysis, Management, Consumer Lending, Customer Service, Sales, Cash Management, Small Business, Loan Origination, Mergers & Acquisitions, Mortgage Lending, Budgets, Retail Banking, Auditing, Mortgage Banking
Education
Colorado State University 2006 — 2008
MBA, Business Administration
Colorado State University
Bachelor of Applied Science, Marketing
John Berkhausen's Cache Bank and Trust Experience April 2014 - Present
Job Regional President at Cache Bank and Trust
Industry Financial Services
Experience
Cache Bank and Trust April 2014 - Present
Cache Bank and Trust October 2013 - April 2014
Cache Bank and Trust January 2013 - October 2013
First National Bank of Omaha January 2013 - January 2013
First National Bank of Omaha May 2011 - January 2013
First National Bank of Omaha June 2010 - May 2011
First National Bank of Omaha January 2009 - June 2010
First National Bank of Omaha January 2008 - January 2009
First National Bank of Omaha May 2007 - May 2008
First Capital Partners May 2007 - January 2008
Skills
Commercial Lending, Financial Analysis, Loans, Risk Management, Credit, Portfolio Management, Commercial Banking, Credit Cards, Banking, Credit Analysis, Finance, Sales, Consumer Lending, Investments, Business Development, Strategic Financial..., Analysis
Education
Creighton University 2005 — 2007
MBA
Creighton University School of Law 2004 — 2007
JD
Boston College 1999 — 2003
BA, Management, Economics
Mater Dei High School 1995 — 1999
Cache Bank and Trust April 2014 - Present
Cache Bank and Trust October 2013 - April 2014
Cache Bank and Trust January 2013 - October 2013
First National Bank of Omaha January 2013 - January 2013
First National Bank of Omaha May 2011 - January 2013
First National Bank of Omaha June 2010 - May 2011
First National Bank of Omaha January 2009 - June 2010
First National Bank of Omaha January 2008 - January 2009
First National Bank of Omaha May 2007 - May 2008
First Capital Partners May 2007 - January 2008
Skills
Commercial Lending, Financial Analysis, Loans, Risk Management, Credit, Portfolio Management, Commercial Banking, Credit Cards, Banking, Credit Analysis, Finance, Sales, Consumer Lending, Investments, Business Development, Strategic Financial..., Analysis
Education
Creighton University 2005 — 2007
MBA
Creighton University School of Law 2004 — 2007
JD
Boston College 1999 — 2003
BA, Management, Economics
Mater Dei High School 1995 — 1999
Christine Hubbard's Cache Bank and Trust Experience November 2014 - Present
Job Mortgage Loan Processor at Cache Bank and Trust
Industry Information Technology and Services
Experience
Cache Bank and Trust November 2014 - Present
Banner Health January 2014 - November 2014
Kroll Factual Data September 2012 - November 2013
Penton Media October 2009 - February 2012
All Amercan Lending Group 2003 - 2008
Criter Cookies 2001 - 2003
Compaq Computer Corporation 1997 - 2001
Skills
Sales Management, Sales Presentations, B2B, Customer Relations, Telemarketing, Customer Satisfaction, Customer Service, Lead Generation, Sales, Business Development, Leadership, Sales Process, Training, Program Management, Email Marketing
Education
University of Saint Mary
Bachelor's degree, Sociology and Psychology
University of Saint Mary
Bachelor of Applied Science (BASc), Psychology & Sociology
Cache Bank and Trust November 2014 - Present
Banner Health January 2014 - November 2014
Kroll Factual Data September 2012 - November 2013
Penton Media October 2009 - February 2012
All Amercan Lending Group 2003 - 2008
Criter Cookies 2001 - 2003
Compaq Computer Corporation 1997 - 2001
Skills
Sales Management, Sales Presentations, B2B, Customer Relations, Telemarketing, Customer Satisfaction, Customer Service, Lead Generation, Sales, Business Development, Leadership, Sales Process, Training, Program Management, Email Marketing
Education
University of Saint Mary
Bachelor's degree, Sociology and Psychology
University of Saint Mary
Bachelor of Applied Science (BASc), Psychology & Sociology
Kelsey Musslewhite, CPA's Cache Bank and Trust Experience March 2007 - December 2009
Job Senior Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC September 2011 - June 2014
PwC Australia June 2010 - July 2010
Cache Bank and Trust March 2007 - December 2009
Boston University Initiative for Literacy Development September 2008 - May 2009
Skills
Auditing, US GAAP, Financial Accounting, IFRS, Accounting, Revenue Recognition, Microsoft Excel, Microsoft Office
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Accounting
PwC July 2014 - Present
PwC September 2011 - June 2014
PwC Australia June 2010 - July 2010
Cache Bank and Trust March 2007 - December 2009
Boston University Initiative for Literacy Development September 2008 - May 2009
Skills
Auditing, US GAAP, Financial Accounting, IFRS, Accounting, Revenue Recognition, Microsoft Excel, Microsoft Office
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Accounting
Lora Lawrence's Cache Bank and Trust Experience 2012 - 2014
Job Business Services Manager at Employment Services of Weld County
Industry Government Administration
Experience
Employment Services of Weld County May 2014 - Present
Cache Bank and Trust 2012 - 2014
Education Foundation for the St. Vrain Valley 2009 - 2011
Longs Peak United Methodist Church 2001 - 2006
Skills
Public Speaking
Education
Colorado State University
Bachelor's degree, Industrial Relations and Business Management
Longmont High School
Longmont High School
Employment Services of Weld County May 2014 - Present
Cache Bank and Trust 2012 - 2014
Education Foundation for the St. Vrain Valley 2009 - 2011
Longs Peak United Methodist Church 2001 - 2006
Skills
Public Speaking
Education
Colorado State University
Bachelor's degree, Industrial Relations and Business Management
Longmont High School
Longmont High School