CoBiz Financial
Industry: Company
DescriptionHeadquarters: Denver, CO Founded: 1980 Subsidiaries: CoBiz Bank, CoBiz Insurance Inc,
CoBiz Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CoBiz Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CoBiz Financial Employees
Employee
Years
Job
Industry
Greg Klein Greg Klein's CoBiz Financial Experience August 2004 - April 2009
Job Asset and Credit Operations Examiner
Industry Financial Services
Experience
CoBank October 2014 - Present
ANB Bank / Sturm Financial Group August 2013 - October 2014
Colorado Business Bank May 2009 - October 2012
CoBiz Financial August 2004 - April 2009
Wells Fargo Bank/Norwest Bank October 1996 - August 2004
FBS Ag Credit, Inc. January 1993 - October 1996
Skills
Credit, Portfolio Management, Loans, Banking, Commercial Lending, Financial Analysis, Commercial Banking, Finance, Real Estate, Business Development, Healthcare, Risk Assessment, Credit Risk, Commercial Real Estate, Financial Structuring, Consultative Sales..., Cash-flow Management, Financial Projection, Energy, credit analysis
Education
North Dakota State University 1988 — 1992
BS, Economics, Accounting
CoBank October 2014 - Present
ANB Bank / Sturm Financial Group August 2013 - October 2014
Colorado Business Bank May 2009 - October 2012
CoBiz Financial August 2004 - April 2009
Wells Fargo Bank/Norwest Bank October 1996 - August 2004
FBS Ag Credit, Inc. January 1993 - October 1996
Skills
Credit, Portfolio Management, Loans, Banking, Commercial Lending, Financial Analysis, Commercial Banking, Finance, Real Estate, Business Development, Healthcare, Risk Assessment, Credit Risk, Commercial Real Estate, Financial Structuring, Consultative Sales..., Cash-flow Management, Financial Projection, Energy, credit analysis
Education
North Dakota State University 1988 — 1992
BS, Economics, Accounting
Becky Hahn Becky Hahn's CoBiz Financial Experience 2010 - 2011
Job Sr Risk Manager
Industry Financial Services
Experience
Denver Public Schools November 2013 - Present
CoBiz Financial 2010 - 2011
Amstar Group, LLC 2000 - 2009
CDM Companies 1984 - 1988
Skills
Due Diligence, Portfolio Management, Finance, Risk Management, Real Estate, Insurance, Commercial Mortgages, Credit Analysis, Financial Modeling, Underwriting, Investments, Valuation, Private Equity, Financial Analysis, Acquisitions, Cash Flow, Real Estate Development, Disposition, Loans, Structured Finance, Commercial Real Estate, Real Estate Financing
Education
University of Colorado at Denver
Masters, Finance
Colorado State University
BS, Finance and Real Estate
Denver Public Schools November 2013 - Present
CoBiz Financial 2010 - 2011
Amstar Group, LLC 2000 - 2009
CDM Companies 1984 - 1988
Skills
Due Diligence, Portfolio Management, Finance, Risk Management, Real Estate, Insurance, Commercial Mortgages, Credit Analysis, Financial Modeling, Underwriting, Investments, Valuation, Private Equity, Financial Analysis, Acquisitions, Cash Flow, Real Estate Development, Disposition, Loans, Structured Finance, Commercial Real Estate, Real Estate Financing
Education
University of Colorado at Denver
Masters, Finance
Colorado State University
BS, Finance and Real Estate
Daniel Herlihy Daniel Herlihy's CoBiz Financial Experience July 2002 - July 2012
Job IT Manager at Clayton Early Learning
Industry Information Technology and Services
Experience
CoBiz Financial July 2002 - July 2012
Amegy Bank 2000 - 2002
Treasury Bank 1999 - 2000
Skills
Banking, Customer Relations, Vendor Management, Team Building, Business Analysis, Team Leadership, Problem Solving, Microsoft Office, Contract Negotiation, Quality Assurance, Treasury Management, Change Management, IT Management, Disaster Recovery, IT Service Management, Budgets, Software Implementation, Implementation..., Implementation Planning, Customer Service, Budgeting, Compliance, Project Management, Financial Software..., Implementation..., Software Selection, IT Operations, IT Operations Management, IT Executive Management, IT Leadership, IT Infrastructure..., Strategic IT Management, IT Service Delivery, CIO Advisory Services, IT Relationship..., Leadership, Strategy, Management, Information Technology, Business Process, Cross-functional Team..., Executive Management, PMO
Education
Missouri State University 1977 — 1980
BS, Psychology
CoBiz Financial July 2002 - July 2012
Amegy Bank 2000 - 2002
Treasury Bank 1999 - 2000
Skills
Banking, Customer Relations, Vendor Management, Team Building, Business Analysis, Team Leadership, Problem Solving, Microsoft Office, Contract Negotiation, Quality Assurance, Treasury Management, Change Management, IT Management, Disaster Recovery, IT Service Management, Budgets, Software Implementation, Implementation..., Implementation Planning, Customer Service, Budgeting, Compliance, Project Management, Financial Software..., Implementation..., Software Selection, IT Operations, IT Operations Management, IT Executive Management, IT Leadership, IT Infrastructure..., Strategic IT Management, IT Service Delivery, CIO Advisory Services, IT Relationship..., Leadership, Strategy, Management, Information Technology, Business Process, Cross-functional Team..., Executive Management, PMO
Education
Missouri State University 1977 — 1980
BS, Psychology
David Pass David Pass's CoBiz Financial Experience October 2006 - Present
Job David Pass, EVP & Chief Information Officer at CoBiz Financial
Industry Financial Services
Experience
CoBiz Financial October 2006 - Present
CoBiz Financial Inc. April 2002 - October 2006
Southwest Bank of Texas January 1997 - April 2002
Universal Computer Systems August 1992 - January 1997
Skills
Executive Management, Security, Strategic Planning, Business Analysis, ERP, Business Continuity, Vendor Management, Risk Management, IT Strategy, IT Governance, Enterprise Architecture, Portfolio Management, Management, Change Management, Leadership, Project Management, Governance, SDLC, Analysis, Program Management, Mergers & Acquisitions, Disaster Recovery, Process Improvement, Banking, Information Technology, Outsourcing, Information Security..., IT Service Management, Team Building, IT Management, Finance, Budgets, Business Intelligence, Data Center, Information Security, IT Operations, Strategy, PMO, Cloud Computing, Business Process..., ITIL, Project Portfolio..., Business Process, Team Leadership, PMP, Financial Services, CISA, Cross-functional Team..., Internet Banking, IT Audit
Education
University of Northern Colorado 1986 — 1991
BS
CoBiz Financial October 2006 - Present
CoBiz Financial Inc. April 2002 - October 2006
Southwest Bank of Texas January 1997 - April 2002
Universal Computer Systems August 1992 - January 1997
Skills
Executive Management, Security, Strategic Planning, Business Analysis, ERP, Business Continuity, Vendor Management, Risk Management, IT Strategy, IT Governance, Enterprise Architecture, Portfolio Management, Management, Change Management, Leadership, Project Management, Governance, SDLC, Analysis, Program Management, Mergers & Acquisitions, Disaster Recovery, Process Improvement, Banking, Information Technology, Outsourcing, Information Security..., IT Service Management, Team Building, IT Management, Finance, Budgets, Business Intelligence, Data Center, Information Security, IT Operations, Strategy, PMO, Cloud Computing, Business Process..., ITIL, Project Portfolio..., Business Process, Team Leadership, PMP, Financial Services, CISA, Cross-functional Team..., Internet Banking, IT Audit
Education
University of Northern Colorado 1986 — 1991
BS
Tara Tongco Rojas Tara Tongco Rojas's CoBiz Financial Experience April 2006 - November 2012
Job Corporate Communications Manager at IMA
Industry Financial Services
Experience
IMA November 2012 - Present
CoBiz Financial April 2006 - November 2012
Six Flags Elitch Gardens October 2003 - April 2006
Six Flags Elitch Gardens June 2001 - October 2003
Stan Clark Companies/Eskimo Joe's January 2000 - June 2001
TMG - The Marketing Group August 1999 - December 1999
Skills
Public Relations, Media Relations, Corporate Communications, Internal Communications, Event Management, Writing, Editing, Fundraising, Promotions, Reputation Management, Strategic Planning, Community Relations, Event Planning, Strategic Communications, Press Releases, Marketing Communications, Copywriting, Publicity, Newsletters, Crisis Communications, Advertising, Nonprofits, Marketing Strategy, Sponsorship, Strategy, Marketing, Community Development, Market Research, Training, Business Development, Management, Social Media, Integrated Marketing, Social Media Marketing, Leadership, Brand Awareness, Social Networking
Education
Oklahoma State University 1997 — 2001
Bachelor of Arts, Journalism with Public Relations emphasis, Magna Cum Laude with Honors
IMA November 2012 - Present
CoBiz Financial April 2006 - November 2012
Six Flags Elitch Gardens October 2003 - April 2006
Six Flags Elitch Gardens June 2001 - October 2003
Stan Clark Companies/Eskimo Joe's January 2000 - June 2001
TMG - The Marketing Group August 1999 - December 1999
Skills
Public Relations, Media Relations, Corporate Communications, Internal Communications, Event Management, Writing, Editing, Fundraising, Promotions, Reputation Management, Strategic Planning, Community Relations, Event Planning, Strategic Communications, Press Releases, Marketing Communications, Copywriting, Publicity, Newsletters, Crisis Communications, Advertising, Nonprofits, Marketing Strategy, Sponsorship, Strategy, Marketing, Community Development, Market Research, Training, Business Development, Management, Social Media, Integrated Marketing, Social Media Marketing, Leadership, Brand Awareness, Social Networking
Education
Oklahoma State University 1997 — 2001
Bachelor of Arts, Journalism with Public Relations emphasis, Magna Cum Laude with Honors
Breann Aragon's CoBiz Financial Experience October 2005 - March 2008
Job CPA
Industry Accounting
Experience
CliftonLarsonAllen March 2008 - October 2012
Cobiz Financial October 2005 - March 2008
Skills
Consulting, CPA, Finance, Internal Audit, Accounting, Auditing, Management, Internal Controls, Budgets, Assurance, Customer Service, Financial Analysis, GAAP
Education
Metropolitan State University of Denver 2003 — 2005
BS, Finance
Trinidad State Junior College 2001 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
CliftonLarsonAllen March 2008 - October 2012
Cobiz Financial October 2005 - March 2008
Skills
Consulting, CPA, Finance, Internal Audit, Accounting, Auditing, Management, Internal Controls, Budgets, Assurance, Customer Service, Financial Analysis, GAAP
Education
Metropolitan State University of Denver 2003 — 2005
BS, Finance
Trinidad State Junior College 2001 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Mark Sunderland Mark Sunderland's CoBiz Financial Experience 2005 - 2007
Job Senior Vice President and Corporate Banking Manager at BBVA Compass
Industry Financial Services
Experience
BBVA Compass September 2015 - Present
Bank of the West July 2014 - August 2015
Mutual of Omaha Bank May 2013 - July 2014
BBVA Compass March 2010 - May 2013
KeyBanc Capital Markets September 2007 - June 2009
CoBiz Financial 2005 - 2007
KeyBanc Capital Markets 2001 - 2005
KeyBank 1996 - 2000
First Interstate Bank 1993 - 1995
Skills
Banking, Credit Analysis, Commercial Banking, Loans, Credit, Leadership, Management, Treasury Management, Relationship Management, Financial Analysis, Investment Banking, Business Development, Underwriting, Financial Services, Middle Market
Education
Claremont McKenna College 1974 — 1978
Bachelor of Arts, Economics
BBVA Compass September 2015 - Present
Bank of the West July 2014 - August 2015
Mutual of Omaha Bank May 2013 - July 2014
BBVA Compass March 2010 - May 2013
KeyBanc Capital Markets September 2007 - June 2009
CoBiz Financial 2005 - 2007
KeyBanc Capital Markets 2001 - 2005
KeyBank 1996 - 2000
First Interstate Bank 1993 - 1995
Skills
Banking, Credit Analysis, Commercial Banking, Loans, Credit, Leadership, Management, Treasury Management, Relationship Management, Financial Analysis, Investment Banking, Business Development, Underwriting, Financial Services, Middle Market
Education
Claremont McKenna College 1974 — 1978
Bachelor of Arts, Economics
Aaron Anderson, MBA, CFP®, CLU®'s CoBiz Financial Experience March 2010 - November 2011
Job Senior Investment Advisor at Private Capital Management
Industry Investment Management
Experience
Private Capital Management July 2015 - Present
CoBiz Wealth Management November 2011 - July 2015
CoBiz Financial March 2010 - November 2011
AXA Advisors 2009 - 2010
AXA Advisors 2006 - 2009
Skills
Investments, Financial Planning, Wealth Management, Retirement Planning, Insurance Planning
Education
The American College 2011 — 2012
Chartered Life Underwriter®
California Lutheran University 2010 — 2012
MBA, Financial Planning
Colorado Christian University 2003 — 2006
B.A., Communication
Private Capital Management July 2015 - Present
CoBiz Wealth Management November 2011 - July 2015
CoBiz Financial March 2010 - November 2011
AXA Advisors 2009 - 2010
AXA Advisors 2006 - 2009
Skills
Investments, Financial Planning, Wealth Management, Retirement Planning, Insurance Planning
Education
The American College 2011 — 2012
Chartered Life Underwriter®
California Lutheran University 2010 — 2012
MBA, Financial Planning
Colorado Christian University 2003 — 2006
B.A., Communication
Troy Dumlao's CoBiz Financial Experience May 2002 - Present
Job Chief Accounting Officer at CoBiz Financial
Industry Financial Services
Experience
CoBiz Financial May 2002 - Present
Qwest Communications 2001 - 2002
Atlas Air 2000 - 2001
Deloitte & Touche 1997 - 2000
Petersen & Associates, CPAs 1996 - 1997
Skills
Sarbanes-Oxley Act, Financial Analysis, GAAP, Cash Management, CPA, Financial Modeling, Treasury Management, Internal Controls, Due Diligence, Risk Management
Education
University of Colorado at Denver 2007 — 2011
MBA, Corporate Financial Management
Colorado State University-Pueblo 1991 — 1995
BSBA, Accounting
CoBiz Financial May 2002 - Present
Qwest Communications 2001 - 2002
Atlas Air 2000 - 2001
Deloitte & Touche 1997 - 2000
Petersen & Associates, CPAs 1996 - 1997
Skills
Sarbanes-Oxley Act, Financial Analysis, GAAP, Cash Management, CPA, Financial Modeling, Treasury Management, Internal Controls, Due Diligence, Risk Management
Education
University of Colorado at Denver 2007 — 2011
MBA, Corporate Financial Management
Colorado State University-Pueblo 1991 — 1995
BSBA, Accounting
Bonnie Severson's CoBiz Financial Experience November 2006 - June 2012
Job IP NOC Engineer at Level 3 Communications
Industry Information Technology and Services
Experience
Level 3 Communications July 2012 - Present
Cobiz Financial November 2006 - June 2012
Global Healthcare Exchange June 2005 - December 2006
New World Restaurant Group June 2000 - July 2005
Teletech 1993 - 1998
Skills
Troubleshooting, VoIP, Firewalls, Security, Cross-functional Team..., IP, Networking, Telecommunications
Education
Metropolitan State University of Denver 1997 — 2001
Information Technology and Management
Level 3 Communications July 2012 - Present
Cobiz Financial November 2006 - June 2012
Global Healthcare Exchange June 2005 - December 2006
New World Restaurant Group June 2000 - July 2005
Teletech 1993 - 1998
Skills
Troubleshooting, VoIP, Firewalls, Security, Cross-functional Team..., IP, Networking, Telecommunications
Education
Metropolitan State University of Denver 1997 — 2001
Information Technology and Management
Casey DeBerry CISSP, CISA, CISM Casey DeBerry CISSP, CISA, CISM's CoBiz Financial Experience June 2004 - May 2011
Job Engagement and Partner Manager at Quandary Ventures
Industry Information Technology and Services
Experience
Quandary Ventures March 2015 - Present
IQNavigator September 2012 - January 2015
BEW Global June 2011 - July 2012
CoBiz Financial June 2004 - May 2011
The TriZetto Group April 2003 - June 2004
AT&T June 2001 - April 2003
Navidec 2000 - 2001
ARM Financial 1997 - 1999
Skills
SaaS, Information Technology, Vendor Management, Cloud Computing, Software Development, Security, Managed Services, Business Continuity, Strategic Planning, Team Leadership, IT Management, IT Infrastructure Design, Private Clouds, Risk Management, Vulnerability Management, PCI DSS, CISA, Networking, CISM, Project Management, Disaster Recovery, Information Security, Information Security..., HIPAA, IT Risk Management, IT Operations, ISO 27001, Vulnerability Assessment, Compliance, Infrastructure, Cloud Security, Data Loss Protection, Governance, IT Service Management, Critical Incident..., Operations Management, Operating Budgets, Operations Centers, Infrastructure Security, Service Delivery, GLBA, COBIT, DevOps, Global Services, Agile Methodologies
Education
Colorado Christian University 2005 — 2007
BS, Information Systems Management
Bellarmine College 1994 — 1997
Business Administration
Quandary Ventures March 2015 - Present
IQNavigator September 2012 - January 2015
BEW Global June 2011 - July 2012
CoBiz Financial June 2004 - May 2011
The TriZetto Group April 2003 - June 2004
AT&T June 2001 - April 2003
Navidec 2000 - 2001
ARM Financial 1997 - 1999
Skills
SaaS, Information Technology, Vendor Management, Cloud Computing, Software Development, Security, Managed Services, Business Continuity, Strategic Planning, Team Leadership, IT Management, IT Infrastructure Design, Private Clouds, Risk Management, Vulnerability Management, PCI DSS, CISA, Networking, CISM, Project Management, Disaster Recovery, Information Security, Information Security..., HIPAA, IT Risk Management, IT Operations, ISO 27001, Vulnerability Assessment, Compliance, Infrastructure, Cloud Security, Data Loss Protection, Governance, IT Service Management, Critical Incident..., Operations Management, Operating Budgets, Operations Centers, Infrastructure Security, Service Delivery, GLBA, COBIT, DevOps, Global Services, Agile Methodologies
Education
Colorado Christian University 2005 — 2007
BS, Information Systems Management
Bellarmine College 1994 — 1997
Business Administration
Nick Orton's CoBiz Financial Experience May 2007 - September 2008
Job Staff Information Security Engineer at Visa
Industry Computer & Network Security
Experience
Visa August 2012 - Present
Open Technology Solutions May 2009 - August 2012
First Data Corporation September 2008 - May 2009
CoBiz Financial May 2007 - September 2008
Fultura Ltd January 2005 - November 2006
Itex (Guernsey) Limited 2000 - 2005
Butterfield Bank January 1998 - December 1999
Skills
CISSP, Security, Network Security, Information Security, Computer Security, Security Architecture..., CISA, CCNP, Data Center, Checkpoint, Information Security..., Disaster Recovery, Proxy, Network Administration, Information Technology, Vulnerability Assessment, Troubleshooting, ITIL, Encryption, PCI DSS, Vulnerability Management, Palo Alto Networks, DDoS Mitigation
Education
Brunel University 1992 — 1996
BSc (Hons), Materials Science and Technology
Visa August 2012 - Present
Open Technology Solutions May 2009 - August 2012
First Data Corporation September 2008 - May 2009
CoBiz Financial May 2007 - September 2008
Fultura Ltd January 2005 - November 2006
Itex (Guernsey) Limited 2000 - 2005
Butterfield Bank January 1998 - December 1999
Skills
CISSP, Security, Network Security, Information Security, Computer Security, Security Architecture..., CISA, CCNP, Data Center, Checkpoint, Information Security..., Disaster Recovery, Proxy, Network Administration, Information Technology, Vulnerability Assessment, Troubleshooting, ITIL, Encryption, PCI DSS, Vulnerability Management, Palo Alto Networks, DDoS Mitigation
Education
Brunel University 1992 — 1996
BSc (Hons), Materials Science and Technology
Ryk McDorman's CoBiz Financial Experience September 2003 - Present
Job Application Developer, Automation Expert
Industry Financial Services
Experience
CoBiz Financial September 2003 - Present
Intranext Systems 2002 - 2003
ACTV 2000 - 2002
Intellocity 2000 - 2002
American Fundware 1998 - 2000
McGraw Hill School Systems 1991 - 1998
Skills
Microsoft SQL Server, T-SQL, SSIS, SharePoint, VB.NET, VBScript, SQL, Databases, VBA, Powershell, SDLC, Microsoft Office, Relational Databases, Database Design, Visio, Enterprise Architecture, Disaster Recovery, Software Project..., Software Documentation, Requirements Analysis, Technical Support, SQL Server, Nintex Forms, Nintex Workflows
Education
University of Southern California 1982 — 1986
Bachelor of Science (B.S.), Business Admin - Decision Systems
University of Southern California 1982 — 1986
Bachelor of Science (BS), Business Administration, Decision Systems
CoBiz Financial September 2003 - Present
Intranext Systems 2002 - 2003
ACTV 2000 - 2002
Intellocity 2000 - 2002
American Fundware 1998 - 2000
McGraw Hill School Systems 1991 - 1998
Skills
Microsoft SQL Server, T-SQL, SSIS, SharePoint, VB.NET, VBScript, SQL, Databases, VBA, Powershell, SDLC, Microsoft Office, Relational Databases, Database Design, Visio, Enterprise Architecture, Disaster Recovery, Software Project..., Software Documentation, Requirements Analysis, Technical Support, SQL Server, Nintex Forms, Nintex Workflows
Education
University of Southern California 1982 — 1986
Bachelor of Science (B.S.), Business Admin - Decision Systems
University of Southern California 1982 — 1986
Bachelor of Science (BS), Business Administration, Decision Systems
L.D. Randle's CoBiz Financial Experience March 2008 - May 2015
Job Information Security Manager at Western Union
Industry Financial Services
Experience
Western Union May 2015 - Present
Cobiz Financial March 2008 - May 2015
Lehman Brothers Bank April 2007 - November 2007
Lehman Brothers Bank May 2005 - April 2007
Skills
Security, CISA, SOX, Internal Audit, Risk Assessment, Compliance, IT Audit, Banking, Information Security, Sarbanes-Oxley Act, Business Continuity, CISSP, Risk Management, SDLC
Education
University of Colorado Denver 2002 — 2005
M.B.A, Finance
Regis University 1998 — 2001
BS, Computer Science
Western Union May 2015 - Present
Cobiz Financial March 2008 - May 2015
Lehman Brothers Bank April 2007 - November 2007
Lehman Brothers Bank May 2005 - April 2007
Skills
Security, CISA, SOX, Internal Audit, Risk Assessment, Compliance, IT Audit, Banking, Information Security, Sarbanes-Oxley Act, Business Continuity, CISSP, Risk Management, SDLC
Education
University of Colorado Denver 2002 — 2005
M.B.A, Finance
Regis University 1998 — 2001
BS, Computer Science
Pat Jensen's CoBiz Financial Experience 2005 - 2008
Job Retired
Industry Human Resources
Experience
Retired July 2015 - Present
Crocs, Inc February 2011 - June 2015
Convergys Corp October 2009 - March 2011
Micro Motion 2008 - 2009
CoBiZ FINANCIAL 2005 - 2008
Lightbridge 2001 - September 2004
Ball Corp 2000 - 2001
Rodeer 1998 - 2000
Education
San Diego State University-California State University
Bachelor of Arts (BA)
Retired July 2015 - Present
Crocs, Inc February 2011 - June 2015
Convergys Corp October 2009 - March 2011
Micro Motion 2008 - 2009
CoBiZ FINANCIAL 2005 - 2008
Lightbridge 2001 - September 2004
Ball Corp 2000 - 2001
Rodeer 1998 - 2000
Education
San Diego State University-California State University
Bachelor of Arts (BA)
Marc Spritzer's CoBiz Financial Experience August 2005 - Present
Job Experienced Financial Services Professional: Banking, Investments, Insurance and Investment Banking
Industry Financial Services
Experience
CoBiz Financial August 2005 - Present
Janus Capital Group April 1998 - October 2004
Wells Fargo (Norwest Investment Management and Trust) December 1996 - April 1998
AMG 1995 - 1996
Standard & Poor's 1989 - 1992
Skills
Portfolio Management, Investments, Asset Managment, Mutual Funds, Alternative Investments, Equities, Financial Analysis, Asset Allocation, Mergers, Capital Markets, Investment Advisory, Corporate Finance, Strategic Financial..., Hedge Funds, Business Development, Banking, Treasury Management, Commercial Banking, Finance, Venture Capital, Asset Management, Community Leadership, Executive Management, Due Diligence, Mergers & Acquisitions, Private Equity, Leadership, Strategic Planning, Financial Planning
Education
University of Denver - Daniels College of Business 1991 — 1993
MBA, Finance
University of Arizona 1985 — 1989
BA, Econ, Business
Cherry Creek 1981 — 1985
CoBiz Financial August 2005 - Present
Janus Capital Group April 1998 - October 2004
Wells Fargo (Norwest Investment Management and Trust) December 1996 - April 1998
AMG 1995 - 1996
Standard & Poor's 1989 - 1992
Skills
Portfolio Management, Investments, Asset Managment, Mutual Funds, Alternative Investments, Equities, Financial Analysis, Asset Allocation, Mergers, Capital Markets, Investment Advisory, Corporate Finance, Strategic Financial..., Hedge Funds, Business Development, Banking, Treasury Management, Commercial Banking, Finance, Venture Capital, Asset Management, Community Leadership, Executive Management, Due Diligence, Mergers & Acquisitions, Private Equity, Leadership, Strategic Planning, Financial Planning
Education
University of Denver - Daniels College of Business 1991 — 1993
MBA, Finance
University of Arizona 1985 — 1989
BA, Econ, Business
Cherry Creek 1981 — 1985
Kevin Ahern's CoBiz Financial Experience January 2000 - January 2005
Job Managing Partner at Colorow Partners, LLC
Industry Management Consulting
Experience
Colorow Partners, LLC April 2008 - Present
Braddock Financial February 2005 - April 2008
CoBiz Financial January 2000 - January 2005
Sterling Partners April 1997 - January 2000
ING Investment Mangement December 1991 - April 1997
Education
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
University of Northern Colorado 1981 — 1985
BS, Finance and Insurance
Colorow Partners, LLC April 2008 - Present
Braddock Financial February 2005 - April 2008
CoBiz Financial January 2000 - January 2005
Sterling Partners April 1997 - January 2000
ING Investment Mangement December 1991 - April 1997
Education
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
University of Northern Colorado 1981 — 1985
BS, Finance and Insurance
Karol Steeves's CoBiz Financial Experience May 2004 - December 2008
Job Senior TEMS Consultant at Tangoe
Industry Information Technology and Services
Experience
Tangoe December 2010 - Present
Flextronics International December 2008 - December 2010
CoBiz Financial May 2004 - December 2008
AT&T Broadband January 2000 - May 2003
AT&T Broadband January 1999 - January 2000
Interlink Group, Inc January 1998 - January 1999
National Business Group February 1997 - January 1998
PARSEC Group September 1996 - February 1997
MCI April 1996 - September 1996
Racal-Datacom July 1995 - April 1996
Skills
Project Management, IT Management, Process Improvement, Vendor Management, IT Operations, IT Strategy, Security, Disaster Recovery, Data Center, PMO, Information Technology, SDLC, Integration, IT Service Management, Enterprise Architecture, Business Analysis, Software Project..., Enterprise Software, SharePoint, Windows Server, Network Security, System Deployment, Cisco Technologies, ITIL, Networking, Servers, VoIP, Microsoft Exchange
Education
Virginia Polytechnic Institute and State University 1991 — 1995
MS, Information Systems
James Madison University 1987 — 1991
BS, Computer Science, Mathematics
Tangoe December 2010 - Present
Flextronics International December 2008 - December 2010
CoBiz Financial May 2004 - December 2008
AT&T Broadband January 2000 - May 2003
AT&T Broadband January 1999 - January 2000
Interlink Group, Inc January 1998 - January 1999
National Business Group February 1997 - January 1998
PARSEC Group September 1996 - February 1997
MCI April 1996 - September 1996
Racal-Datacom July 1995 - April 1996
Skills
Project Management, IT Management, Process Improvement, Vendor Management, IT Operations, IT Strategy, Security, Disaster Recovery, Data Center, PMO, Information Technology, SDLC, Integration, IT Service Management, Enterprise Architecture, Business Analysis, Software Project..., Enterprise Software, SharePoint, Windows Server, Network Security, System Deployment, Cisco Technologies, ITIL, Networking, Servers, VoIP, Microsoft Exchange
Education
Virginia Polytechnic Institute and State University 1991 — 1995
MS, Information Systems
James Madison University 1987 — 1991
BS, Computer Science, Mathematics
Paula Telck's CoBiz Financial Experience 2003 - 2008
Job Financial Analysis Manager at Vectra Bank Colorado
Industry Banking
Experience
Vectra Bank Colorado April 2014 - Present
Vectra Bank March 2008 - April 2014
CoBiz Financial Inc January 2007 - March 2008
CoBiz Financial 2003 - 2008
CoBiz Financial January 2003 - January 2007
AIM Investments January 2001 - January 2003
Invesco 1997 - 2003
AIM Investments January 1997 - January 2001
Skills
Portfolio Management, Banking, Commercial Banking, Small Business Lending, Loans, Cash Management, Commercial Lending, Credit, Underwriting, Credit Analysis, Investments, Mergers, Retail Banking, Finance, Financial Analysis
Education
University of Northern Colorado 1987 — 1991
Bachelors, Business Finance
University of Northern Colorado 1987 — 1991
B.A, Business Administration; finance
Vectra Bank Colorado April 2014 - Present
Vectra Bank March 2008 - April 2014
CoBiz Financial Inc January 2007 - March 2008
CoBiz Financial 2003 - 2008
CoBiz Financial January 2003 - January 2007
AIM Investments January 2001 - January 2003
Invesco 1997 - 2003
AIM Investments January 1997 - January 2001
Skills
Portfolio Management, Banking, Commercial Banking, Small Business Lending, Loans, Cash Management, Commercial Lending, Credit, Underwriting, Credit Analysis, Investments, Mergers, Retail Banking, Finance, Financial Analysis
Education
University of Northern Colorado 1987 — 1991
Bachelors, Business Finance
University of Northern Colorado 1987 — 1991
B.A, Business Administration; finance
Richard Dalton's CoBiz Financial Experience 2009 - Present
Job Executive Vice President and Chief Operations Officer at CoBiz Financial
Industry Banking
Experience
CoBiz Financial 2009 - Present
CoBiz Financial Inc. January 1997 - Present
River Valley Savings Bank August 1992 - June 1996
Skills
Risk Management, Mergers & Acquisitions, Corporate Finance, Commercial Lending, Banking, Portfolio Management, Financial Analysis, Loans, Commercial Banking, Credit Analysis, Wealth Management, Investments, Credit, Strategic Planning, Executive Management, Management, Underwriting, Due Diligence, Small Business Lending, Financial Modeling, Leadership, Treasury Management
Education
Colorado State University-Pueblo 2002 — 2003
Bachelor of Science, Business Administration
University of Colorado Denver 1981 — 1983
MBA, Finance
University of Colorado Boulder 1974 — 1980
Business and Engineering
CoBiz Financial 2009 - Present
CoBiz Financial Inc. January 1997 - Present
River Valley Savings Bank August 1992 - June 1996
Skills
Risk Management, Mergers & Acquisitions, Corporate Finance, Commercial Lending, Banking, Portfolio Management, Financial Analysis, Loans, Commercial Banking, Credit Analysis, Wealth Management, Investments, Credit, Strategic Planning, Executive Management, Management, Underwriting, Due Diligence, Small Business Lending, Financial Modeling, Leadership, Treasury Management
Education
Colorado State University-Pueblo 2002 — 2003
Bachelor of Science, Business Administration
University of Colorado Denver 1981 — 1983
MBA, Finance
University of Colorado Boulder 1974 — 1980
Business and Engineering
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY