Chapel & Collins, LLC
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Chapel & Collins, LLC Employees
Employee
Years
Job
Industry
Stephan Tuchfeld Stephan Tuchfeld's Chapel & Collins, LLC Experience June 2008 - December 2008
Job Senior Analyst, Corporate Development at DaVita Healthcare Partners
Industry Hospital & Health Care
Experience
DaVita Healthcare Partners Inc. May 2015 - Present
KPMG Corporate Finance LLC February 2014 - May 2015
Wedbush Capital Partners April 2013 - February 2014
St. Charles Capital July 2010 - March 2013
CoBank May 2009 - August 2009
Chapel & Collins, LLC June 2008 - December 2008
Skills
Mergers, Analysis, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Financial Reporting, Finance, Private Equity, Mergers & Acquisitions, Strategy, Investments, Leadership, Business Valuation, Equities, Capital Markets, Business Strategy, Venture Capital
Education
Colorado State University 2006 — 2010
Bachelor of Science, Business Administration, Finance Concentration, and Economics Minor
Heritage High School 2002 — 2006
DaVita Healthcare Partners Inc. May 2015 - Present
KPMG Corporate Finance LLC February 2014 - May 2015
Wedbush Capital Partners April 2013 - February 2014
St. Charles Capital July 2010 - March 2013
CoBank May 2009 - August 2009
Chapel & Collins, LLC June 2008 - December 2008
Skills
Mergers, Analysis, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Financial Reporting, Finance, Private Equity, Mergers & Acquisitions, Strategy, Investments, Leadership, Business Valuation, Equities, Capital Markets, Business Strategy, Venture Capital
Education
Colorado State University 2006 — 2010
Bachelor of Science, Business Administration, Finance Concentration, and Economics Minor
Heritage High School 2002 — 2006
Cory Rau Cory Rau's Chapel & Collins, LLC Experience May 2013 - Present
Job Finanacial Planning Resident at Chapel & Collins, LLC
Industry Financial Services
Experience
Chapel & Collins, LLC May 2013 - Present
Chapel & Collins, LLC May 2012 - May 2013
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning and Corporate Finance
Chapel & Collins, LLC May 2013 - Present
Chapel & Collins, LLC May 2012 - May 2013
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Planning and Corporate Finance
Jeri Jensen Jeri Jensen's Chapel & Collins, LLC Experience October 1999 - May 2008
Job Financial Assistant II at Raymond James
Industry Investment Management
Experience
First Tech Federal Credit Union/Addison Avenue Investment Services June 2008 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC 2008 - Present
Fort Collins Pet Au Pairs May 2007 - Present
Chapel & Collins, LLC October 1999 - May 2008
Skills
Series 7, Series 66, Investments, Securities, Management, Retirement Planning, Customer Service, Leadership, Wealth Management
Education
Colorado State University 1990 — 1993
Bachelor of Business Administration (BBA), Human Resources Management and Services
Montana State University-Bozeman 1986 — 1988
Education/Teaching of Individuals in Elementary Special Education Programs
First Tech Federal Credit Union/Addison Avenue Investment Services June 2008 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC 2008 - Present
Fort Collins Pet Au Pairs May 2007 - Present
Chapel & Collins, LLC October 1999 - May 2008
Skills
Series 7, Series 66, Investments, Securities, Management, Retirement Planning, Customer Service, Leadership, Wealth Management
Education
Colorado State University 1990 — 1993
Bachelor of Business Administration (BBA), Human Resources Management and Services
Montana State University-Bozeman 1986 — 1988
Education/Teaching of Individuals in Elementary Special Education Programs
Ciera Shell Ciera Shell's Chapel & Collins, LLC Experience January 2015 - March 2015
Job IRA New Business Specialist at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial July 2015 - Present
Chapel & Collins, LLC January 2015 - March 2015
University of Denver Reiman Fund June 2014 - November 2014
Pyxis Global Financial Services April 2014 - August 2014
Transportation Solutions August 2012 - March 2013
The University of Denver Bookstore August 2011 - January 2012
The Shell Center August 2010 - September 2011
Skills
Teamwork, Leadership, Social Networking, Public Speaking, Facebook, Certified in Microsoft..., Customer Service, Microsoft Office, PowerPoint, Social Media, Business Development, Event Planning, Microsoft Word, Time Management, Microsoft Excel, Research, Bloomberg
Education
University of Denver 2011 — 2015
Bachelor’s Degree, Finance, General
Università degli Studi di Torino 2013 — 2013
Business/Commerce, General
Skyline High School 2007 — 2011
Great-West Financial July 2015 - Present
Chapel & Collins, LLC January 2015 - March 2015
University of Denver Reiman Fund June 2014 - November 2014
Pyxis Global Financial Services April 2014 - August 2014
Transportation Solutions August 2012 - March 2013
The University of Denver Bookstore August 2011 - January 2012
The Shell Center August 2010 - September 2011
Skills
Teamwork, Leadership, Social Networking, Public Speaking, Facebook, Certified in Microsoft..., Customer Service, Microsoft Office, PowerPoint, Social Media, Business Development, Event Planning, Microsoft Word, Time Management, Microsoft Excel, Research, Bloomberg
Education
University of Denver 2011 — 2015
Bachelor’s Degree, Finance, General
Università degli Studi di Torino 2013 — 2013
Business/Commerce, General
Skyline High School 2007 — 2011
Amy Rubino Amy Rubino's Chapel & Collins, LLC Experience January 2011 - May 2011
Job Financial Consultant at Forward Slope, Inc.
Industry Defense & Space
Experience
Forward Slope, Inc. August 2014 - Present
Forward Slope, Inc. June 2011 - Present
Chapel & Collins, LLC January 2011 - May 2011
Bureau of Land Management May 2009 - August 2009
Skills
Government Contracting, Analysis, DoD, Earned Value Management, Government, Security Clearance, Data Analysis, Management, Public Speaking, Command, Proposal Writing, Navy, Consulting, Financial Analysis, PowerPoint, Customer Service
Education
Colorado State University 2006 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Colorado State University 2006 — 2011
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General - Spanish
Universidad de Granada 2009 — 2009
Spanish Language and Literature
Forward Slope, Inc. August 2014 - Present
Forward Slope, Inc. June 2011 - Present
Chapel & Collins, LLC January 2011 - May 2011
Bureau of Land Management May 2009 - August 2009
Skills
Government Contracting, Analysis, DoD, Earned Value Management, Government, Security Clearance, Data Analysis, Management, Public Speaking, Command, Proposal Writing, Navy, Consulting, Financial Analysis, PowerPoint, Customer Service
Education
Colorado State University 2006 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Colorado State University 2006 — 2011
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General - Spanish
Universidad de Granada 2009 — 2009
Spanish Language and Literature
Dennis Collins, CFP, CIMA, CPWA Dennis Collins, CFP, CIMA, CPWA's Chapel & Collins, LLC Experience July 2004 - Present
Job Partner, Chapel & Collins, LLC
Industry Financial Services
Experience
Chapel & Collins, LLC July 2004 - Present
U.S. Navy Reserve 1993 - Present
M. J. Smith & Associates, Inc. December 1995 - July 2004
Skills
Leadership, Investments, Military, Navy, Military Operations, Strategic Planning, Defense, Program Management, Training, Security Clearance, Project Planning, Strategic Financial..., Finance, Wealth Management, Executive Management, Risk Management, Operations Management, Operational Planning, Analysis, Budgets, Financial Analysis, Organizational..., DoD, Logistics, Command, Military Logistics, Investment Management, Mutual Funds, Managerial Finance, Financial Advisory, Asset Managment, Portfolio Management, Government Contracting, Government, Asset Management, Estate Planning, Insurance, Public Speaking, Retirement Planning, Budget
Education
University of Denver - Daniels College of Business 2002 — 2004
MBA
DePaul University 1994 — 1996
BS, Commerce
Chapel & Collins, LLC July 2004 - Present
U.S. Navy Reserve 1993 - Present
M. J. Smith & Associates, Inc. December 1995 - July 2004
Skills
Leadership, Investments, Military, Navy, Military Operations, Strategic Planning, Defense, Program Management, Training, Security Clearance, Project Planning, Strategic Financial..., Finance, Wealth Management, Executive Management, Risk Management, Operations Management, Operational Planning, Analysis, Budgets, Financial Analysis, Organizational..., DoD, Logistics, Command, Military Logistics, Investment Management, Mutual Funds, Managerial Finance, Financial Advisory, Asset Managment, Portfolio Management, Government Contracting, Government, Asset Management, Estate Planning, Insurance, Public Speaking, Retirement Planning, Budget
Education
University of Denver - Daniels College of Business 2002 — 2004
MBA
DePaul University 1994 — 1996
BS, Commerce
Donna Chapel, CPA/CFP®/PFS Donna Chapel, CPA/CFP®/PFS's Chapel & Collins, LLC Experience December 1998 - Present
Job Chapel & Collins, LLC Owner
Industry Financial Services
Experience
Chapel & Collins, LLC December 1998 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC December 1999 - Present
Colorado State University June 2013 - Present
Community Foundation of Northern Colorado January 2009 - June 2014
Rotary Endowment Fund August 2009 - December 2013
Fort Collins Area Chamber of Commerce March 2005 - December 2013
The Center 2007 - December 2009
Sample & Bailey, P.C. October 1987 - August 2004
Skills
Budgets, Small Business, Strategic Planning, Mutual Funds, Estate Planning, Customer Service, Portfolio Management, Microsoft Excel, Financial Advisory, Community Outreach, Strategic Financial..., Project Management, Team Building, Retirement Planning, Event Management, Public Relations, Management, Leadership, Fundraising, Volunteer Management, Investment Management, Marketing, Microsoft Office, Investments, Non-profits, Business Development, Strategy, Sales, Event Planning, Leadership Development, Process Improvement, Wealth Management, Healthcare, Community Development, Program Development, Newsletters, Training, High Net Worth..., Finance, Income Tax, Accounts Receivable, Research, Social Media, Securities, Marketing Communications, Public Speaking, Personal Finance, Time Management, Credit, Wealth Management...
Education
Colorado Mesa University 1982 — 1984
BS, Accounting
Chapel & Collins, LLC December 1998 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC December 1999 - Present
Colorado State University June 2013 - Present
Community Foundation of Northern Colorado January 2009 - June 2014
Rotary Endowment Fund August 2009 - December 2013
Fort Collins Area Chamber of Commerce March 2005 - December 2013
The Center 2007 - December 2009
Sample & Bailey, P.C. October 1987 - August 2004
Skills
Budgets, Small Business, Strategic Planning, Mutual Funds, Estate Planning, Customer Service, Portfolio Management, Microsoft Excel, Financial Advisory, Community Outreach, Strategic Financial..., Project Management, Team Building, Retirement Planning, Event Management, Public Relations, Management, Leadership, Fundraising, Volunteer Management, Investment Management, Marketing, Microsoft Office, Investments, Non-profits, Business Development, Strategy, Sales, Event Planning, Leadership Development, Process Improvement, Wealth Management, Healthcare, Community Development, Program Development, Newsletters, Training, High Net Worth..., Finance, Income Tax, Accounts Receivable, Research, Social Media, Securities, Marketing Communications, Public Speaking, Personal Finance, Time Management, Credit, Wealth Management...
Education
Colorado Mesa University 1982 — 1984
BS, Accounting
Randall Fowler Randall Fowler's Chapel & Collins, LLC Experience March 2011 - May 2011
Job Complex Securities Senior Associate at Ernst & Young
Industry Financial Services
Experience
Ernst & Young June 2012 - Present
Colorado State University September 2011 - June 2012
Chapel & Collins, LLC March 2011 - May 2011
Lockheed Martin July 2008 - November 2009
Cal Poly State University September 2007 - June 2008
Skills
Financial Modeling, Quantitative Finance, Analysis, VBA, Bloomberg Terminal, R, Statistics, Derivatives, Financial Engineering, Bloomberg, Corporate Finance, Finance, Portfolio Management, Research, Valuation
Education
Colorado State University 2011 — 2012
MSBA, Financial Risk Management, 4.0
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelors Degrees, Mathematics and Statistics
Ernst & Young June 2012 - Present
Colorado State University September 2011 - June 2012
Chapel & Collins, LLC March 2011 - May 2011
Lockheed Martin July 2008 - November 2009
Cal Poly State University September 2007 - June 2008
Skills
Financial Modeling, Quantitative Finance, Analysis, VBA, Bloomberg Terminal, R, Statistics, Derivatives, Financial Engineering, Bloomberg, Corporate Finance, Finance, Portfolio Management, Research, Valuation
Education
Colorado State University 2011 — 2012
MSBA, Financial Risk Management, 4.0
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelors Degrees, Mathematics and Statistics
Nicole Rockett Nicole Rockett's Chapel & Collins, LLC Experience June 2007 - Present
Job Client Service Manager at Chapel & Collins, LLC
Industry Financial Services
Experience
Chapel & Collins, LLC June 2007 - Present
M.J.Smith & Associates, Inc. July 2002 - June 2007
Mowatt Financial Inc April 1999 - June 2002
Skills
Notary Public, Colorado State Licensed..., Hold Series 7
Education
Colorado State University-Global Campus
Bachelor's degree, Marketing
Chapel & Collins, LLC June 2007 - Present
M.J.Smith & Associates, Inc. July 2002 - June 2007
Mowatt Financial Inc April 1999 - June 2002
Skills
Notary Public, Colorado State Licensed..., Hold Series 7
Education
Colorado State University-Global Campus
Bachelor's degree, Marketing