CoBiz Financial Inc.
Industry: Company
DescriptionHeadquarters: Denver, CO Founded: 1980 Subsidiaries: CoBiz Bank, CoBiz Insurance Inc,
CoBiz Financial Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CoBiz Financial Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CoBiz Financial Inc. Employees
Employee
Years
Job
Industry
Jon Lorenz Jon Lorenz's CoBiz Financial Inc. Experience 1995 - Present
Job Chairman, Colorado Business Bank and Arizona Business Bank at CoBiz Financial Inc.
Industry Financial Services
Experience
CoBiz Financial Inc. 1995 - Present
Education
University of Colorado Boulder 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
CoBiz Financial Inc. 1995 - Present
Education
University of Colorado Boulder 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Megan Ryan, APR Megan Ryan, APR's CoBiz Financial Inc. Experience September 2015 - Present
Job Internal Communications & Community Relations
Industry Financial Services
Experience
CoBiz Financial Inc. September 2015 - Present
Colorado Technology Association January 2015 - August 2015
Colorado Technology Association December 2013 - December 2014
Albuquerque Convention & Visitors Bureau August 2009 - November 2013
Albuquerque Convention and Visitors Bureau August 2006 - July 2009
Albuquerque Convention and Visitors Bureau June 2004 - July 2006
Jane Butel's Cooking School August 2003 - May 2004
Kansas State University College of Human Ecology January 2003 - August 2003
Skills
Social Media Strategist, Public Relations, Strategic Media..., Writing, Marketing Communications, Event Planning, Project Management, Media Relations, Social Media, Copywriting, Tourism, Marketing, Marketing Strategy, Fundraising, Press Releases, Newsletters, Event Management, Management, Hospitality, Community Development, Online Advertising, Public Speaking, Social Media Marketing, Email Marketing, Customer Service, Advertising, Social Networking, Facebook, Magazines, Publicity, Web Design, Sponsorship, Blogging, Editing, Strategic Planning, Nonprofits, Strategic Communications, Creative Writing, Trade Shows, Copy Editing, Destination Marketing, Travel Writing, Corporate Communications
Education
Kansas State University 1998 — 2002
B.S., Human Ecology & Mass Communications (emphases in Hotel & Restaurant Management and Public Relations)
CoBiz Financial Inc. September 2015 - Present
Colorado Technology Association January 2015 - August 2015
Colorado Technology Association December 2013 - December 2014
Albuquerque Convention & Visitors Bureau August 2009 - November 2013
Albuquerque Convention and Visitors Bureau August 2006 - July 2009
Albuquerque Convention and Visitors Bureau June 2004 - July 2006
Jane Butel's Cooking School August 2003 - May 2004
Kansas State University College of Human Ecology January 2003 - August 2003
Skills
Social Media Strategist, Public Relations, Strategic Media..., Writing, Marketing Communications, Event Planning, Project Management, Media Relations, Social Media, Copywriting, Tourism, Marketing, Marketing Strategy, Fundraising, Press Releases, Newsletters, Event Management, Management, Hospitality, Community Development, Online Advertising, Public Speaking, Social Media Marketing, Email Marketing, Customer Service, Advertising, Social Networking, Facebook, Magazines, Publicity, Web Design, Sponsorship, Blogging, Editing, Strategic Planning, Nonprofits, Strategic Communications, Creative Writing, Trade Shows, Copy Editing, Destination Marketing, Travel Writing, Corporate Communications
Education
Kansas State University 1998 — 2002
B.S., Human Ecology & Mass Communications (emphases in Hotel & Restaurant Management and Public Relations)
Sarah Rose Molk's CoBiz Financial Inc. Experience August 2014 - March 2015
Job Analyst at Huron Consulting Group
Industry Hospital & Health Care
Experience
Huron Consulting Group June 2015 - Present
University of Colorado Leeds School of Business August 2011 - May 2015
CoBiz Financial Inc. August 2014 - March 2015
Not Soap, Radio June 2013 - August 2014
Delta Gamma November 2012 - June 2014
Kravetz & Company Public Relations June 2013 - August 2013
University of Colorado Boulder January 2012 - May 2013
The Law Firm of Alan G. Molk May 2012 - August 2012
Skills
Event Planning, Meeting Planning, Event Management, Social Media, Fundraising, Marketing, Public Relations, Social Media Marketing, Entrepreneurship, Microsoft Office, Time Management, Social Networking, Microsoft Word, Microsoft Excel, Public Speaking, Management, PowerPoint, Customer Service
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Huron Consulting Group June 2015 - Present
University of Colorado Leeds School of Business August 2011 - May 2015
CoBiz Financial Inc. August 2014 - March 2015
Not Soap, Radio June 2013 - August 2014
Delta Gamma November 2012 - June 2014
Kravetz & Company Public Relations June 2013 - August 2013
University of Colorado Boulder January 2012 - May 2013
The Law Firm of Alan G. Molk May 2012 - August 2012
Skills
Event Planning, Meeting Planning, Event Management, Social Media, Fundraising, Marketing, Public Relations, Social Media Marketing, Entrepreneurship, Microsoft Office, Time Management, Social Networking, Microsoft Word, Microsoft Excel, Public Speaking, Management, PowerPoint, Customer Service
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Jordan Butts Jordan Butts's CoBiz Financial Inc. Experience August 2015 - Present
Job Vice President at CoBiz Financial Inc.
Industry Banking
Experience
CoBiz Financial Inc. August 2015 - Present
BBVA Compass April 2013 - July 2015
Wells Fargo Securities, LLC January 2007 - April 2013
Amarillo National Bank May 2006 - August 2006
Land America Financial Group, Inc May 2005 - August 2005
Skills
Credit, Loans, Real Estate, Investment Properties, Financial Structuring, Commercial Real Estate, Banking, Funding, Syndications, Credit Analysis, Loan Origination, Commercial Lending, Real Estate Economics, Mortgage Lending, Commercial Mortgages, Real Estate Financing, Valuation, Commercial Banking, Financial Modeling, Small Business Lending, Finance, Structured Finance, Corporate Finance, Capital Markets, Financial Analysis, Investment Banking, Mergers, CMBS, Construction Loans, Real Estate Transactions, Lines Of Credit, Series 7, Relationship Management, Financial Risk, Real Estate Development, Acquisitions
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
Masters of Science in Real Estate, Finance/Real Estate
Oglethorpe University
Texas Tech University - Rawls College of Business 2002 — 2006
BA, Finance & Economics
CoBiz Financial Inc. August 2015 - Present
BBVA Compass April 2013 - July 2015
Wells Fargo Securities, LLC January 2007 - April 2013
Amarillo National Bank May 2006 - August 2006
Land America Financial Group, Inc May 2005 - August 2005
Skills
Credit, Loans, Real Estate, Investment Properties, Financial Structuring, Commercial Real Estate, Banking, Funding, Syndications, Credit Analysis, Loan Origination, Commercial Lending, Real Estate Economics, Mortgage Lending, Commercial Mortgages, Real Estate Financing, Valuation, Commercial Banking, Financial Modeling, Small Business Lending, Finance, Structured Finance, Corporate Finance, Capital Markets, Financial Analysis, Investment Banking, Mergers, CMBS, Construction Loans, Real Estate Transactions, Lines Of Credit, Series 7, Relationship Management, Financial Risk, Real Estate Development, Acquisitions
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
Masters of Science in Real Estate, Finance/Real Estate
Oglethorpe University
Texas Tech University - Rawls College of Business 2002 — 2006
BA, Finance & Economics
Nick Plowman's CoBiz Financial Inc. Experience March 2011 - September 2012
Job Security Analyst at GuidePoint Security
Industry Information Technology and Services
Experience
GuidePoint Security May 2015 - Present
Virtela Technology Services Incorporated February 2007 - May 2015
TransFirst July 2013 - October 2014
UCSF Medical Center September 2012 - July 2013
CoBiz Financial Inc. March 2011 - September 2012
Skills
Network Security, VPN, Juniper, Cisco Technologies, Security, Information Security, Vulnerability Assessment, Vulnerability Scanning, Vulnerability Management, Information Security..., Computer Security, Firewalls, IPS, Encryption, Risk Management, Checkpoint, IPSec, IDS, CISSP, Intrusion Detection, Network Architecture, PCI DSS, ASA, Network Engineering, Network Administration, Disaster Recovery, Routing, Load Balancing, Cisco IOS, TCP/IP, PIX, Cisco Nexus, Wireless Security, Application Security, Bluecoat, WAN, Wireshark, Business Continuity, Cloud Security, Nessus, Routers, Network Design, Cisco Security, Security Audits, Websense, F5 BigIP, Juniper Technologies
Education
Regis University 2011 — 2013
Master's degree, Computer and Information Systems Security/Information Assurance
Regis University 2007 — 2011
Bachelor's degree, Computer Systems Networking and Telecommunications
GuidePoint Security May 2015 - Present
Virtela Technology Services Incorporated February 2007 - May 2015
TransFirst July 2013 - October 2014
UCSF Medical Center September 2012 - July 2013
CoBiz Financial Inc. March 2011 - September 2012
Skills
Network Security, VPN, Juniper, Cisco Technologies, Security, Information Security, Vulnerability Assessment, Vulnerability Scanning, Vulnerability Management, Information Security..., Computer Security, Firewalls, IPS, Encryption, Risk Management, Checkpoint, IPSec, IDS, CISSP, Intrusion Detection, Network Architecture, PCI DSS, ASA, Network Engineering, Network Administration, Disaster Recovery, Routing, Load Balancing, Cisco IOS, TCP/IP, PIX, Cisco Nexus, Wireless Security, Application Security, Bluecoat, WAN, Wireshark, Business Continuity, Cloud Security, Nessus, Routers, Network Design, Cisco Security, Security Audits, Websense, F5 BigIP, Juniper Technologies
Education
Regis University 2011 — 2013
Master's degree, Computer and Information Systems Security/Information Assurance
Regis University 2007 — 2011
Bachelor's degree, Computer Systems Networking and Telecommunications
Ben Sheehy's CoBiz Financial Inc. Experience 2004 - 2007
Job Senior ServiceNow Developer and Implementation Specialist
Industry Information Technology and Services
Experience
LinkedIn December 2014 - Present
Independent Contractor October 2012 - December 2014
Fruition Partners February 2012 - December 2012
Motricity June 2011 - February 2012
Critigen April 2009 - June 2011
DenverSeek LLC January 2007 - December 2009
CoBiz Financial Inc. 2004 - 2007
Skills
ServiceNow Certified..., Service-Now, IT Service Management, Incident Management, ITIL, Service Desk, Configuration Management, Windows Server, IT Management, Vendor Management, ITIL v3 Foundations..., SharePoint, IT Operations, Enterprise Architecture, IT Strategy, ITIL Certified, PMP, Service Delivery, Active Directory, Integration, SDLC, Business Analysis, Databases, SaaS, Enterprise Software, ServiceNow, Business Process, Project Management, Requirements Analysis, Software Documentation, Technical Support
Education
Excelsior College
Computer Science
LinkedIn December 2014 - Present
Independent Contractor October 2012 - December 2014
Fruition Partners February 2012 - December 2012
Motricity June 2011 - February 2012
Critigen April 2009 - June 2011
DenverSeek LLC January 2007 - December 2009
CoBiz Financial Inc. 2004 - 2007
Skills
ServiceNow Certified..., Service-Now, IT Service Management, Incident Management, ITIL, Service Desk, Configuration Management, Windows Server, IT Management, Vendor Management, ITIL v3 Foundations..., SharePoint, IT Operations, Enterprise Architecture, IT Strategy, ITIL Certified, PMP, Service Delivery, Active Directory, Integration, SDLC, Business Analysis, Databases, SaaS, Enterprise Software, ServiceNow, Business Process, Project Management, Requirements Analysis, Software Documentation, Technical Support
Education
Excelsior College
Computer Science
Katie Knott Katie Knott's CoBiz Financial Inc. Experience October 2005 - December 2012
Job Portfolio Manager Associate at CoBiz Wealth
Industry Investment Management
Experience
CoBiz Private Client Advisors December 2012 - Present
CoBiz Financial Inc. October 2005 - December 2012
Education
Metropolitan State University of Denver
Finance, General
CoBiz Private Client Advisors December 2012 - Present
CoBiz Financial Inc. October 2005 - December 2012
Education
Metropolitan State University of Denver
Finance, General
JoAn Acker JoAn Acker's CoBiz Financial Inc. Experience December 2014 - Present
Job Vice President at CoBiz Financial Inc.
Industry Financial Services
Experience
CoBiz Financial Inc. December 2014 - Present
Education
Dominican University 1965 — 1969
Sociology
CoBiz Financial Inc. December 2014 - Present
Education
Dominican University 1965 — 1969
Sociology
Marilyn Murphy, CIC, ARM Marilyn Murphy, CIC, ARM's CoBiz Financial Inc. Experience May 1994 - June 2005
Job Acount Manager at IMA Financial Group, Inc.
Industry Insurance
Experience
IMA Financial Group, Inc. January 2015 - Present
Wells Fargo Insurance Services December 2013 - January 2015
Willis June 2005 - December 2013
CoBiz Financial Inc. May 1994 - June 2005
Skills
Property & Casualty..., Casualty, Commercial Insurance, Underwriting, Liability, Professional Liability, Insurance, Legal Liability, Brokers, Workers Compensation, General Insurance, Risk Management, Employment Practices..., Umbrella Insurance, Claim, D&O, Reinsurance, Claims Management, Employee Benefits
Education
Fairfield University 1971 — 1975
BA, Sociology
IMA Financial Group, Inc. January 2015 - Present
Wells Fargo Insurance Services December 2013 - January 2015
Willis June 2005 - December 2013
CoBiz Financial Inc. May 1994 - June 2005
Skills
Property & Casualty..., Casualty, Commercial Insurance, Underwriting, Liability, Professional Liability, Insurance, Legal Liability, Brokers, Workers Compensation, General Insurance, Risk Management, Employment Practices..., Umbrella Insurance, Claim, D&O, Reinsurance, Claims Management, Employee Benefits
Education
Fairfield University 1971 — 1975
BA, Sociology
Nicholas Selak Nicholas Selak's CoBiz Financial Inc. Experience September 2006 - August 2015
Job Assistant Controller at First National Bank of Santa Fe
Industry Financial Services
Experience
First National Bank of Santa Fe August 2015 - Present
CoBiz Financial Inc. September 2006 - August 2015
Trinidad Benham October 2000 - September 2006
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, GAAP, Internal Controls, CPA, Auditing, Cash Management, Sarbanes-Oxley, Finance, Treasury Management, Strategic Financial..., Payroll, Financial Modeling, General Ledger, Variance Analysis, Budgets
Education
Miami University 1999 — 2000
Master's degree, Accounting
Miami University 1995 — 1999
Bachelor's degree, Accounting
First National Bank of Santa Fe August 2015 - Present
CoBiz Financial Inc. September 2006 - August 2015
Trinidad Benham October 2000 - September 2006
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, GAAP, Internal Controls, CPA, Auditing, Cash Management, Sarbanes-Oxley, Finance, Treasury Management, Strategic Financial..., Payroll, Financial Modeling, General Ledger, Variance Analysis, Budgets
Education
Miami University 1999 — 2000
Master's degree, Accounting
Miami University 1995 — 1999
Bachelor's degree, Accounting
Cole Wilson Cole Wilson's CoBiz Financial Inc. Experience June 2013 - Present
Job International Banking, Foreign Exchange Professional, CoBiz Financial
Industry Banking
Experience
CoBiz Financial Inc. June 2013 - Present
M2 Global Management 2006 - 2012
FX Concepts December 1998 - October 2006
JPMorgan Chase July 1995 - July 1997
FX Concepts February 1991 - June 1995
Interactive Partners in Marketing May 1990 - August 1990
Custom Business Solutions June 1989 - May 1990
Kent State University September 1986 - May 1987
Skills
Options, Trading, Capital Markets, Proprietary Trading, FX trading, Asset Managment, Commodity, Financial Markets, Trading Systems, Banking, Electronic Trading, Investment Strategies, Investments, Emerging Markets, Asset Allocation, Hedge Funds, Fixed Income, Alternative Investments, Swaps, Prime Brokerage, Foreign Exchange, Asset Management, International Banking..., Foreign Currency..., Forwards, Portfolio Management, Finance, Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1989
Master of Business Administration (MBA), Finance and Marketing
St. Lawrence University 1982 — 1986
Bachelor of Science (BS), Mathematics
CoBiz Financial Inc. June 2013 - Present
M2 Global Management 2006 - 2012
FX Concepts December 1998 - October 2006
JPMorgan Chase July 1995 - July 1997
FX Concepts February 1991 - June 1995
Interactive Partners in Marketing May 1990 - August 1990
Custom Business Solutions June 1989 - May 1990
Kent State University September 1986 - May 1987
Skills
Options, Trading, Capital Markets, Proprietary Trading, FX trading, Asset Managment, Commodity, Financial Markets, Trading Systems, Banking, Electronic Trading, Investment Strategies, Investments, Emerging Markets, Asset Allocation, Hedge Funds, Fixed Income, Alternative Investments, Swaps, Prime Brokerage, Foreign Exchange, Asset Management, International Banking..., Foreign Currency..., Forwards, Portfolio Management, Finance, Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1987 — 1989
Master of Business Administration (MBA), Finance and Marketing
St. Lawrence University 1982 — 1986
Bachelor of Science (BS), Mathematics
Jenna Schlageter Jenna Schlageter's CoBiz Financial Inc. Experience September 2011 - April 2013
Job Vice President, NBH Capital Finance
Industry Banking
Experience
NBH Bank, N.A. May 2013 - Present
CoBiz Financial Inc. September 2011 - April 2013
BMO Harris Bank June 2009 - September 2011
Bank of America / LaSalle Bank N.A. January 2006 - June 2009
Skills
Banking, Credit Analysis, Cash Flow Lending, Financial Analysis, Commercial Lending, Risk Management, Credit, Loans, Strategy, Finance, Wealth Management, Business Development, Financial Risk, Analysis, Portfolio Management, Financial Modeling
Education
Miami University 2001 — 2005
New Trier Township 1997 — 2001
NBH Bank, N.A. May 2013 - Present
CoBiz Financial Inc. September 2011 - April 2013
BMO Harris Bank June 2009 - September 2011
Bank of America / LaSalle Bank N.A. January 2006 - June 2009
Skills
Banking, Credit Analysis, Cash Flow Lending, Financial Analysis, Commercial Lending, Risk Management, Credit, Loans, Strategy, Finance, Wealth Management, Business Development, Financial Risk, Analysis, Portfolio Management, Financial Modeling
Education
Miami University 2001 — 2005
New Trier Township 1997 — 2001
Mary Beth Vitale Mary Beth Vitale's CoBiz Financial Inc. Experience January 2005 - Present
Job CEO/COO, independent board member, Nom/Gov, Compensation, Audit Committee Chair, Lead Director & cyber expert
Industry Executive Office
Experience
National Association of Corporate Directors September 2013 - Present
CoBiz Financial Inc. January 2005 - Present
National Association of Corporate Directors 2005 - Present
Zynex, Inc. October 2008 - January 2014
Colorado Business Bank January 2008 - May 2013
Eyeris, Inc. January 2006 - January 2013
Westwind Media December 1999 - November 2000
RMI. Inc. formely Rocky Mountain Internet December 1998 - February 2000
AT&T 1994 - 1997
U S WEST Communications 1989 - 1994
Skills
Financial Analysis, Private Equity, Governance, Team Building, Sarbanes-Oxley Act, Mergers, Executive Management, Auditing, Strategic Planning, Mergers & Acquisitions, Finance, Leadership, Telecommunications, Due Diligence, Business Strategy, Corporate Governance, Banking, Start-ups, Program Management
Education
University of Pennsylvania - The Wharton School 1993 — 1993
Advanced Management
University of Colorado at Boulder 1975 — 1976
Master of Science (M.S.), Kinesiology and Exercise Science
Hillsdale College 1971 — 1975
Bachelor of Arts (B.A.), Education major; minor in French and Science
Universite de Touraine 1974 — 1974
Study Abroad, Art and Architecture, Tours, France
National Association of Corporate Directors September 2013 - Present
CoBiz Financial Inc. January 2005 - Present
National Association of Corporate Directors 2005 - Present
Zynex, Inc. October 2008 - January 2014
Colorado Business Bank January 2008 - May 2013
Eyeris, Inc. January 2006 - January 2013
Westwind Media December 1999 - November 2000
RMI. Inc. formely Rocky Mountain Internet December 1998 - February 2000
AT&T 1994 - 1997
U S WEST Communications 1989 - 1994
Skills
Financial Analysis, Private Equity, Governance, Team Building, Sarbanes-Oxley Act, Mergers, Executive Management, Auditing, Strategic Planning, Mergers & Acquisitions, Finance, Leadership, Telecommunications, Due Diligence, Business Strategy, Corporate Governance, Banking, Start-ups, Program Management
Education
University of Pennsylvania - The Wharton School 1993 — 1993
Advanced Management
University of Colorado at Boulder 1975 — 1976
Master of Science (M.S.), Kinesiology and Exercise Science
Hillsdale College 1971 — 1975
Bachelor of Arts (B.A.), Education major; minor in French and Science
Universite de Touraine 1974 — 1974
Study Abroad, Art and Architecture, Tours, France
Brett Carpenter Brett Carpenter's CoBiz Financial Inc. Experience May 2015 - Present
Job Technical Support Analyst III
Industry Information Technology and Services
Experience
CoBiz Financial Inc. May 2015 - Present
Geo Redundant November 2014 - May 2015
Intesource, a PROACTIS company March 2013 - November 2014
JDA Software May 2012 - October 2012
Wells Fargo Retail Finance May 2008 - May 2012
Skills
Windows, Customer Service, Technical Support, Microsoft Office, Visio, Networking, MS Project, System Administration, Software Documentation, C#, Project Management, HTML, Active Directory, CSS, Microsoft Exchange, Microsoft Servers, Hyper-V, System, Data Center, Nimble, SonicWALL, SAN, DNS, DHCP, TMG
Education
Arizona State University 2010 — 2012
Bachelor of Science (B.S.), Computer Information Systems
Glendale Community College 2008 — 2010
Associate's degree, General Business
CoBiz Financial Inc. May 2015 - Present
Geo Redundant November 2014 - May 2015
Intesource, a PROACTIS company March 2013 - November 2014
JDA Software May 2012 - October 2012
Wells Fargo Retail Finance May 2008 - May 2012
Skills
Windows, Customer Service, Technical Support, Microsoft Office, Visio, Networking, MS Project, System Administration, Software Documentation, C#, Project Management, HTML, Active Directory, CSS, Microsoft Exchange, Microsoft Servers, Hyper-V, System, Data Center, Nimble, SonicWALL, SAN, DNS, DHCP, TMG
Education
Arizona State University 2010 — 2012
Bachelor of Science (B.S.), Computer Information Systems
Glendale Community College 2008 — 2010
Associate's degree, General Business
Agnes Ryan Agnes Ryan's CoBiz Financial Inc. Experience November 2014 - Present
Job CEO, CoBiz Wealth
Industry Financial Services
Experience
CoBiz Financial Inc. November 2014 - Present
The Northern Trust Company September 1998 - October 2014
Norwest Bank August 1984 - August 1998
Skills
Habitat for Humanity of..., The Trust for Public..., Downtown Denver Area..., Former Board Chair -..., Graduate Metro Denver..., Former Board Chair -..., Wealth Management, Asset Allocation, Investments, Portfolio Management, Alternative Investments
Education
Stonier Graduate School of Banking - University of Delaware 1994 — 1997
Graduate Degree in Banking, Banking and Financial Support Services
University of Colorado at Denver 1981 — 1984
Bachelor of Science (BS), Finance and Financial Management Services
CoBiz Financial Inc. November 2014 - Present
The Northern Trust Company September 1998 - October 2014
Norwest Bank August 1984 - August 1998
Skills
Habitat for Humanity of..., The Trust for Public..., Downtown Denver Area..., Former Board Chair -..., Graduate Metro Denver..., Former Board Chair -..., Wealth Management, Asset Allocation, Investments, Portfolio Management, Alternative Investments
Education
Stonier Graduate School of Banking - University of Delaware 1994 — 1997
Graduate Degree in Banking, Banking and Financial Support Services
University of Colorado at Denver 1981 — 1984
Bachelor of Science (BS), Finance and Financial Management Services
Jennifer Yi Jennifer Yi's CoBiz Financial Inc. Experience March 2010 - May 2012
Job Corporate Senior Auditor at CKE Restaurants, Inc.
Industry Financial Services
Experience
First American Financial Corporation June 2015 - Present
CKE Restaurants, Inc. July 2014 - June 2015
First American Financial Corporation May 2012 - July 2014
CoBiz Financial Inc. March 2010 - May 2012
Bank of the West December 2004 - July 2008
Skills
SOX, Internal Audit, Banking, Risk Assessment, Audit, Accounting, Sarbanes-Oxley Act, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley, Financial Reporting, SEC filings, Enterprise Risk..., Financial Accounting, GAAP, SEC Filings, Microsoft Office
Education
Regis University 2010 — 2012
Master of Business Administration, Accounting
University of Colorado at Denver
Bachelor of Science, Accounting
First American Financial Corporation June 2015 - Present
CKE Restaurants, Inc. July 2014 - June 2015
First American Financial Corporation May 2012 - July 2014
CoBiz Financial Inc. March 2010 - May 2012
Bank of the West December 2004 - July 2008
Skills
SOX, Internal Audit, Banking, Risk Assessment, Audit, Accounting, Sarbanes-Oxley Act, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley, Financial Reporting, SEC filings, Enterprise Risk..., Financial Accounting, GAAP, SEC Filings, Microsoft Office
Education
Regis University 2010 — 2012
Master of Business Administration, Accounting
University of Colorado at Denver
Bachelor of Science, Accounting
Vicki Bergman Vicki Bergman's CoBiz Financial Inc. Experience June 2013 - Present
Job Structured Finance Loan Administrative Officer at CoBiz Financial Inc.
Industry Banking
Experience
CoBiz Financial Inc. June 2013 - Present
CoBiz Financial Inc. November 2012 - May 2013
Wells Fargo December 2009 - November 2012
Wells Fargo August 2008 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Strategic Planning, Banking, Loans, Risk Management, Financial Analysis, Accounting, Commercial Lending, Finance
Education
Metropolitan State College of Denver
Bachelor of Science (B.S.), Finance, General
Community College of Aurora
Associate of Science (AS), Business Administration
CoBiz Financial Inc. June 2013 - Present
CoBiz Financial Inc. November 2012 - May 2013
Wells Fargo December 2009 - November 2012
Wells Fargo August 2008 - December 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Strategic Planning, Banking, Loans, Risk Management, Financial Analysis, Accounting, Commercial Lending, Finance
Education
Metropolitan State College of Denver
Bachelor of Science (B.S.), Finance, General
Community College of Aurora
Associate of Science (AS), Business Administration
Liesl Kern's CoBiz Financial Inc. Experience April 2014 - Present
Job Loan Operations Collateral Release & Imaging Specialist I at CoBiz Financial Inc.
Industry Financial Services
Experience
CoBiz Financial Inc. April 2014 - Present
CoBiz Financial Inc. July 2013 - Present
CoBiz Financial Inc. November 2010 - Present
EXPRESS March 2007 - August 2010
Walgreens April 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Open Office, OFAC, Check Systems, Jack Henry, Silverlake, eVision, Ten Key, CDARS, Multi-line Phone, ADP Payroll, Data Entry, Appointment Scheduling, Managerial Skills, Cash Handling Experience, Vault Teller, Multi Tasking, Efficiency, Highly detail oriented
Education
Colorado State University 2012 — 2013
Bachelor's degree, Business and Personal/Financial Services Marketing Operations, 4.0
Austin Community College 2008 — 2010
Bob Jones University 2007 — 2008
CoBiz Financial Inc. April 2014 - Present
CoBiz Financial Inc. July 2013 - Present
CoBiz Financial Inc. November 2010 - Present
EXPRESS March 2007 - August 2010
Walgreens April 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Open Office, OFAC, Check Systems, Jack Henry, Silverlake, eVision, Ten Key, CDARS, Multi-line Phone, ADP Payroll, Data Entry, Appointment Scheduling, Managerial Skills, Cash Handling Experience, Vault Teller, Multi Tasking, Efficiency, Highly detail oriented
Education
Colorado State University 2012 — 2013
Bachelor's degree, Business and Personal/Financial Services Marketing Operations, 4.0
Austin Community College 2008 — 2010
Bob Jones University 2007 — 2008
Lori (Lister) Osborne Lori (Lister) Osborne's CoBiz Financial Inc. Experience May 2015 - Present
Job Project Manager III
Industry Information Technology and Services
Experience
CoBiz Financial Inc. May 2015 - Present
E-470 Public Highway Authority January 2013 - May 2015
et alia July 2011 - January 2013
Gambro Renal Products March 2009 - July 2011
Transition January 2009 - March 2009
AllSearch Professional Staffing July 2006 - November 2008
Vita Group, Inc. November 2001 - August 2006
CableLabs January 2005 - December 2005
nCUBE July 1998 - December 2004
Venturi Technology June 1998 - November 2001
Skills
Project Management, PMO, Software Project..., Process Improvement, Business Analysis, Software Documentation, Agile & Waterfall..., Agile Project Management, Strategy, Management, Change Management, Quality Assurance, Software Implementation, MS Project, Communication Skills, Project Planning, Training, Business Process, People Development, Test Management, Test Planning, Testing, User Acceptance Testing, Requirements Gathering, Microsoft Office, SDLC, Public Speaking, Forecasting, Negotiation, SAP, Client Development, Custom Software, Consulting, Release Management, Process Consulting, Microsoft Excel, Microsoft Word, Training Delivery, Team Mentoring, Contract Negotiation, FDA GMP, ERP Software, ERP Implementations, Document Management, Technical Documentation, Recruiting, Project Estimation
Education
PMP Prep Course 2014 — 2014
ASPE / IIBA 2009 — 2009
Business Analysis
University of Phoenix 2003 — 2005
BS, Business Management
University of Oklahoma 1988 — 1990
Bachelor of Science, Business Management
CoBiz Financial Inc. May 2015 - Present
E-470 Public Highway Authority January 2013 - May 2015
et alia July 2011 - January 2013
Gambro Renal Products March 2009 - July 2011
Transition January 2009 - March 2009
AllSearch Professional Staffing July 2006 - November 2008
Vita Group, Inc. November 2001 - August 2006
CableLabs January 2005 - December 2005
nCUBE July 1998 - December 2004
Venturi Technology June 1998 - November 2001
Skills
Project Management, PMO, Software Project..., Process Improvement, Business Analysis, Software Documentation, Agile & Waterfall..., Agile Project Management, Strategy, Management, Change Management, Quality Assurance, Software Implementation, MS Project, Communication Skills, Project Planning, Training, Business Process, People Development, Test Management, Test Planning, Testing, User Acceptance Testing, Requirements Gathering, Microsoft Office, SDLC, Public Speaking, Forecasting, Negotiation, SAP, Client Development, Custom Software, Consulting, Release Management, Process Consulting, Microsoft Excel, Microsoft Word, Training Delivery, Team Mentoring, Contract Negotiation, FDA GMP, ERP Software, ERP Implementations, Document Management, Technical Documentation, Recruiting, Project Estimation
Education
PMP Prep Course 2014 — 2014
ASPE / IIBA 2009 — 2009
Business Analysis
University of Phoenix 2003 — 2005
BS, Business Management
University of Oklahoma 1988 — 1990
Bachelor of Science, Business Management
Alejandra Montes Alejandra Montes's CoBiz Financial Inc. Experience April 2014 - Present
Job Financial Reporting Manager
Industry Financial Services
Experience
CoBiz Financial Inc. April 2014 - Present
CoBiz Financial Inc. January 2008 - March 2014
KPMG US 2004 - 2007
Skills
GAAP, SEC filings, Auditing, Financial Reporting, Sarbanes-Oxley Act, Banking, CPA, Financial Accounting, Financial Analysis, Accounting, Financial Services, Sarbanes-Oxley, US GAAP, Internal Controls, Consolidation, Financial Statements, Big 4, Tax Preparation, Income Tax, Financial Instruments, Corporate Tax
Education
New Mexico State University
Bachelor of Accountancy
CoBiz Financial Inc. April 2014 - Present
CoBiz Financial Inc. January 2008 - March 2014
KPMG US 2004 - 2007
Skills
GAAP, SEC filings, Auditing, Financial Reporting, Sarbanes-Oxley Act, Banking, CPA, Financial Accounting, Financial Analysis, Accounting, Financial Services, Sarbanes-Oxley, US GAAP, Internal Controls, Consolidation, Financial Statements, Big 4, Tax Preparation, Income Tax, Financial Instruments, Corporate Tax
Education
New Mexico State University
Bachelor of Accountancy
Derek Peters's CoBiz Financial Inc. Experience October 2013 - Present
Job Vice President Public Finance at CoBiz Financial Inc.
Industry Banking
Experience
CoBiz Financial Inc. October 2013 - Present
CoBiz Financial Inc. 2012 - 2013
Colorado Business Bank 2011 - 2012
Colorado Business Bank 2009 - 2011
Richmond American Homes May 2008 - August 2008
Skills
Public Finance, Fixed Income, Commercial Lending, Financial Analysis, Banking, Credit Analysis, Investments, Underwriting, Relationship Management, Corporate Finance, Financial Modeling, Credit, Finance, Portfolio Management, Loans
Education
University of Colorado at Denver 2008 — 2009
MBA, Finance, General
Dordt College 2004 — 2008
Bachelor of Arts, Finance, General
Denver Christian
CoBiz Financial Inc. October 2013 - Present
CoBiz Financial Inc. 2012 - 2013
Colorado Business Bank 2011 - 2012
Colorado Business Bank 2009 - 2011
Richmond American Homes May 2008 - August 2008
Skills
Public Finance, Fixed Income, Commercial Lending, Financial Analysis, Banking, Credit Analysis, Investments, Underwriting, Relationship Management, Corporate Finance, Financial Modeling, Credit, Finance, Portfolio Management, Loans
Education
University of Colorado at Denver 2008 — 2009
MBA, Finance, General
Dordt College 2004 — 2008
Bachelor of Arts, Finance, General
Denver Christian
Lyne Andrich Lyne Andrich's CoBiz Financial Inc. Experience May 1997 - Present
Job EVP/CFO at CoBiz Financial Inc.
Industry Financial Services
Experience
CoBiz Financial Inc. May 1997 - Present
KeyCorp, Rocky Mountain Region November 1995 - April 1997
Bank One, Colorado, N.A. (Affiliated Bankshares of Colorado Inc) June 1989 - November 1995
Skills
SEC reporting, Investor Relations, Mergers, Accounting, Strategic Planning, Financial Management, Corporate Finance, ALM, Audit Committee, Public Companies, Liquidity, IPO
Education
University of Florida 1984 — 1988
BS, Accounting
CoBiz Financial Inc. May 1997 - Present
KeyCorp, Rocky Mountain Region November 1995 - April 1997
Bank One, Colorado, N.A. (Affiliated Bankshares of Colorado Inc) June 1989 - November 1995
Skills
SEC reporting, Investor Relations, Mergers, Accounting, Strategic Planning, Financial Management, Corporate Finance, ALM, Audit Committee, Public Companies, Liquidity, IPO
Education
University of Florida 1984 — 1988
BS, Accounting
Damon Arabie's CoBiz Financial Inc. Experience September 2013 - Present
Job Senior Risk Analyst at CoBiz Financial Inc.
Industry Information Technology and Services
Experience
CoBiz Financial Inc. September 2013 - Present
Wipro Technologies October 2012 - September 2013
Infocrossing, A Wipro Company April 2010 - October 2012
Infocrossing November 2006 - April 2010
Productive Computer Solutions February 2006 - November 2006
(i)Structure November 2005 - February 2006
Par Technology October 2004 - November 2005
Army National Guard March 1997 - March 2003
Skills
Security, Information Security..., PCI DSS, Information Security, DNS, CISSP, Disaster Recovery, Firewalls, Windows Server, Cloud Computing, Antivirus, Active Directory, VMware ESX, Linux, VPN, Identity Management, SAS70, TCP/IP, Threat & Vulnerability..., Cloud Security, SIEM, Nessus, IPS, PKI, SSO, Altiris, VBScript, DHCP, IPSec, SMTP, Security Compliance, Access Control, Anti-spam, SSAE16, Risk Assessment, Business Continuity..., Business Impact Analysis, Computer Security, ITIL, Network Security, Virtualization, IT Management
Education
University of Louisiana at Lafayette 1998 — 2002
Bachelor of Science (B.S.), Electrical Engineering
CoBiz Financial Inc. September 2013 - Present
Wipro Technologies October 2012 - September 2013
Infocrossing, A Wipro Company April 2010 - October 2012
Infocrossing November 2006 - April 2010
Productive Computer Solutions February 2006 - November 2006
(i)Structure November 2005 - February 2006
Par Technology October 2004 - November 2005
Army National Guard March 1997 - March 2003
Skills
Security, Information Security..., PCI DSS, Information Security, DNS, CISSP, Disaster Recovery, Firewalls, Windows Server, Cloud Computing, Antivirus, Active Directory, VMware ESX, Linux, VPN, Identity Management, SAS70, TCP/IP, Threat & Vulnerability..., Cloud Security, SIEM, Nessus, IPS, PKI, SSO, Altiris, VBScript, DHCP, IPSec, SMTP, Security Compliance, Access Control, Anti-spam, SSAE16, Risk Assessment, Business Continuity..., Business Impact Analysis, Computer Security, ITIL, Network Security, Virtualization, IT Management
Education
University of Louisiana at Lafayette 1998 — 2002
Bachelor of Science (B.S.), Electrical Engineering
David Pass David Pass's CoBiz Financial Inc. Experience April 2002 - October 2006
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
Deron Rhoades Deron Rhoades's CoBiz Financial Inc. Experience November 2013 - Present
Job Account Services Officer at CoBiz Financial Inc.
Industry Banking
Experience
CoBiz Financial Inc. November 2013 - Present
Tecra Tools April 2013 - November 2013
FirstBank Colorado August 2003 - December 2012
Colorado Business Bank 2002 - 2003
Skills
Accounting, Finance, Financial Reporting, Internal Controls, Bank Secrecy Act, Account Reconciliation, Auditing, Bookkeeping, Accounts Payable, Accounts Receivable, Budgets, Payroll, Teller Operations, Management, General Ledger
Education
University of Northern Colorado 1992 — 1994
Arvada West 1989 — 1992
CoBiz Financial Inc. November 2013 - Present
Tecra Tools April 2013 - November 2013
FirstBank Colorado August 2003 - December 2012
Colorado Business Bank 2002 - 2003
Skills
Accounting, Finance, Financial Reporting, Internal Controls, Bank Secrecy Act, Account Reconciliation, Auditing, Bookkeeping, Accounts Payable, Accounts Receivable, Budgets, Payroll, Teller Operations, Management, General Ledger
Education
University of Northern Colorado 1992 — 1994
Arvada West 1989 — 1992
Karim Stabile, CCSA Karim Stabile, CCSA's CoBiz Financial Inc. Experience February 2008 - April 2011
Job Sr. Team Manager Bank Oversight Control at Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab December 2013 - Present
First Data Corporation April 2011 - November 2013
CoBiz Financial Inc. February 2008 - April 2011
Jefferson Wells April 2000 - February 2002
Sumitomo Bank LTD 1999 - 2000
Citibank 1996 - 1999
Skills
Fluent in Portuguese, Sarbanes-Oxley Act, Internal Audit, Risk Assessment, Internal Controls, Enterprise Risk..., Auditing, AML, Sarbanes-Oxley, Accounting, Corporate Governance, Banking, Governance, Cash Management, Financial Reporting, Business Process..., Management, Financial Risk, Risk Management, Financial Analysis
Education
Manhattan College 1991 — 1995
BA, Economics
Charles Schwab December 2013 - Present
First Data Corporation April 2011 - November 2013
CoBiz Financial Inc. February 2008 - April 2011
Jefferson Wells April 2000 - February 2002
Sumitomo Bank LTD 1999 - 2000
Citibank 1996 - 1999
Skills
Fluent in Portuguese, Sarbanes-Oxley Act, Internal Audit, Risk Assessment, Internal Controls, Enterprise Risk..., Auditing, AML, Sarbanes-Oxley, Accounting, Corporate Governance, Banking, Governance, Cash Management, Financial Reporting, Business Process..., Management, Financial Risk, Risk Management, Financial Analysis
Education
Manhattan College 1991 — 1995
BA, Economics
Phill Donnelly Phill Donnelly's CoBiz Financial Inc. Experience March 2014 - Present
Job IT Technical Support Manager at CoBiz Financial Inc.
Industry Information Technology and Services
Experience
CoBiz Financial Inc. March 2014 - Present
Reed Group December 2012 - March 2014
Catholic Health Initiatives August 2012 - December 2012
Self Employed February 2012 - August 2012
Caption Colorado, LLC 2009 - 2011
Caption Colorado 2006 - 2009
Invesco Funds 1997 - 2006
Skills
Process Optimization, IT Service Management, IT Operations, Acting as a Team Player, Flexibility/Adaptability, Creative Problem Solving, Strong Work Ethic, Reliability, Dependable, Responsible, Windows Server, Microsoft Office, Windows Desktop..., VMware, Network Architecture, Customer Service, VoIP, ITIL, Teamwork, Work Ethic, Operating Systems, Needs Analysis, Leadership, Project Planning, Training, Cross-functional Team..., Process Improvement, Technical Support, Management, Troubleshooting, Project Management, XP, Software Installation, Hardware, Networking, Windows XP, Software Documentation, IT Management
Education
Colorado State University-Global Campus 2013 — 2015
Bachelor’s Degree, Information Technology
ITT Technical Institute 1991 — 1993
A.S. Degree, Drafting and Design Technology/Technician, General
CoBiz Financial Inc. March 2014 - Present
Reed Group December 2012 - March 2014
Catholic Health Initiatives August 2012 - December 2012
Self Employed February 2012 - August 2012
Caption Colorado, LLC 2009 - 2011
Caption Colorado 2006 - 2009
Invesco Funds 1997 - 2006
Skills
Process Optimization, IT Service Management, IT Operations, Acting as a Team Player, Flexibility/Adaptability, Creative Problem Solving, Strong Work Ethic, Reliability, Dependable, Responsible, Windows Server, Microsoft Office, Windows Desktop..., VMware, Network Architecture, Customer Service, VoIP, ITIL, Teamwork, Work Ethic, Operating Systems, Needs Analysis, Leadership, Project Planning, Training, Cross-functional Team..., Process Improvement, Technical Support, Management, Troubleshooting, Project Management, XP, Software Installation, Hardware, Networking, Windows XP, Software Documentation, IT Management
Education
Colorado State University-Global Campus 2013 — 2015
Bachelor’s Degree, Information Technology
ITT Technical Institute 1991 — 1993
A.S. Degree, Drafting and Design Technology/Technician, General
Cheryl Short Cheryl Short's CoBiz Financial Inc. Experience June 2011 - Present
Job 1st VP, Application Manager at CoBiz Financial Inc.
Industry Financial Services
Experience
CoBiz Financial Inc. June 2011 - Present
Fundtech 1998 - 2011
Skills
Banking, Vendor Management, Portfolio Management
Education
Virginia Commonwealth University 1986 — 1989
Bachelor's degree, Business Administration and Management, General
Central Washington University 1984 — 1985
CoBiz Financial Inc. June 2011 - Present
Fundtech 1998 - 2011
Skills
Banking, Vendor Management, Portfolio Management
Education
Virginia Commonwealth University 1986 — 1989
Bachelor's degree, Business Administration and Management, General
Central Washington University 1984 — 1985
Aaron Konetski Aaron Konetski's CoBiz Financial Inc. Experience January 2015 - Present
Job Financial Planning & Analysis Manager at CoBiz Financial Inc.
Industry Financial Services
Experience
CoBiz Financial Inc. January 2015 - Present
CoBiz Financial Inc. January 2013 - December 2014
CoBiz Financial Inc. January 2012 - December 2012
CoBiz Financial Inc. January 2010 - December 2011
CoBiz Financial Inc. August 2007 - December 2009
CoBiz Financial Inc. March 2006 - July 2007
Skills
Analysis, Accounting, Banking, Forecasting, Portfolio Management, Credit
Education
University of Denver 2006 — 2010
M.A., Global Finance, Trade & Economic Integration
Pepperdine University 1999 — 2003
B.S./B.A., Business & Economics
CoBiz Financial Inc. January 2015 - Present
CoBiz Financial Inc. January 2013 - December 2014
CoBiz Financial Inc. January 2012 - December 2012
CoBiz Financial Inc. January 2010 - December 2011
CoBiz Financial Inc. August 2007 - December 2009
CoBiz Financial Inc. March 2006 - July 2007
Skills
Analysis, Accounting, Banking, Forecasting, Portfolio Management, Credit
Education
University of Denver 2006 — 2010
M.A., Global Finance, Trade & Economic Integration
Pepperdine University 1999 — 2003
B.S./B.A., Business & Economics
Greg G. Grote Greg G. Grote's CoBiz Financial Inc. Experience April 2013 - Present
Job Vice President, Credit Underwriting Supervisor at CoBiz Financial Inc.
Industry Banking
Experience
CoBiz Financial Inc. April 2013 - Present
CoBiz Financial Inc. February 2011 - April 2013
RBC Bank June 2007 - January 2010
RBC Bank June 2007 - January 2010
KeyBank Real Estate Capital December 2001 - June 2007
Stearns Bank January 2001 - December 2001
KeyBank Real Estate Capital May 1998 - December 2000
Great-West Life and Annuity Insurance Company December 1995 - May 1998
EQ Services, Inc. / Equitable Real Estate Investment Management January 1994 - September 1995
First Nationwide Bank (formerly Columbia Savings) March 1987 - September 1993
Skills
Credit, Asset Managment, Negotiation, Management, Appraisals, Staff Development, Loans, Financial Analysis, Construction Loans, Credit Analysis, Underwriting, Portfolio Management, Banking, Credit Risk, Risk Management, Real Estate Financing, Real Estate Economics, Valuation
Education
Northern State University
CoBiz Financial Inc. April 2013 - Present
CoBiz Financial Inc. February 2011 - April 2013
RBC Bank June 2007 - January 2010
RBC Bank June 2007 - January 2010
KeyBank Real Estate Capital December 2001 - June 2007
Stearns Bank January 2001 - December 2001
KeyBank Real Estate Capital May 1998 - December 2000
Great-West Life and Annuity Insurance Company December 1995 - May 1998
EQ Services, Inc. / Equitable Real Estate Investment Management January 1994 - September 1995
First Nationwide Bank (formerly Columbia Savings) March 1987 - September 1993
Skills
Credit, Asset Managment, Negotiation, Management, Appraisals, Staff Development, Loans, Financial Analysis, Construction Loans, Credit Analysis, Underwriting, Portfolio Management, Banking, Credit Risk, Risk Management, Real Estate Financing, Real Estate Economics, Valuation
Education
Northern State University
Bonnie Sajczuk, CAMS, CTP, AAP Bonnie Sajczuk, CAMS, CTP, AAP's CoBiz Financial Inc. Experience December 2013 - Present
Job VP, BSA Manager & BSA Officer at CoBiz Financial Inc.
Industry Financial Services
Experience
CoBiz Financial Inc. December 2013 - Present
CoBiz Financial Inc. April 2012 - December 2013
CoBiz Financial Inc. August 2008 - April 2012
CoBiz Financial Inc. June 2005 - July 2008
Skills
Treasury Management, Banking, Bank Secrecy Act, Fraud, Cash Management, Risk Management, Due Diligence, Anti Money Laundering, AML, BSA/AML Compliance, OFAC Compliance, Fraud Investigation
Education
The University of Texas at San Antonio 1994 — 1999
Bachelor of Business Administration (BBA)
CoBiz Financial Inc. December 2013 - Present
CoBiz Financial Inc. April 2012 - December 2013
CoBiz Financial Inc. August 2008 - April 2012
CoBiz Financial Inc. June 2005 - July 2008
Skills
Treasury Management, Banking, Bank Secrecy Act, Fraud, Cash Management, Risk Management, Due Diligence, Anti Money Laundering, AML, BSA/AML Compliance, OFAC Compliance, Fraud Investigation
Education
The University of Texas at San Antonio 1994 — 1999
Bachelor of Business Administration (BBA)
Jera Bonney's CoBiz Financial Inc. Experience 2005 - 2013
Job Accounting/Customer Service Mgr/Office Admin
Industry Financial Services
Experience
MacArthur Co. March 2015 - Present
Carefree of Colorado September 2013 - March 2015
CoBiz Financial Inc. 2005 - 2013
Commerical Federal Bank August 2004 - October 2005
Office Depot August 2001 - October 2005
Skills
Financial Analysis, Accounting, Loans, Banking, Credit, Finance, Commercial Lending, Insurance, Customer Service, Credit Analysis
Education
Metropolitan State College of Denver
Elementary Education and Teaching
Front Range Community College
Associate's degree, Business, Management, Marketing, and Related Support Services
MacArthur Co. March 2015 - Present
Carefree of Colorado September 2013 - March 2015
CoBiz Financial Inc. 2005 - 2013
Commerical Federal Bank August 2004 - October 2005
Office Depot August 2001 - October 2005
Skills
Financial Analysis, Accounting, Loans, Banking, Credit, Finance, Commercial Lending, Insurance, Customer Service, Credit Analysis
Education
Metropolitan State College of Denver
Elementary Education and Teaching
Front Range Community College
Associate's degree, Business, Management, Marketing, and Related Support Services
Carrie Patterson, PHR, SHRM-CP's CoBiz Financial Inc. Experience December 2013 - Present
Job Human ResourcesRecruitingCoBiz Financial
Industry Human Resources
Experience
CoBiz Financial Inc. December 2013 - Present
Retirement Planning Strategies August 2013 - December 2013
BOK Financial December 2011 - March 2013
Colorado State Bank and Trust May 2009 - November 2011
Vectra Bank Colorado May 2005 - March 2009
UMB Bank April 2004 - May 2005
Colorado State Bank and Trust January 1999 - November 2003
Skills
Screening, Employee Management, Banking, Employee Relations, Recruiting, Payroll, Management, Human Resources, Onboarding, Coaching, Performance Management, Employee Engagement, Applicant Tracking..., HRIS, New Hire Orientations, Employee Benefits, Hiring, Sourcing, HR Consulting, HR Policies, FMLA, Team Building, Building Relationships, Training, Talent Management, Talent Acquisition, Personnel Management, College Recruiting, Workforce Planning, Benefits Administration, Customer Retention, Deferred Compensation, Succession Planning, Temporary Placement, Employee Training, Interviews, Internet Recruiting, Organizational...
Education
Art Institute of Pittsburgh 1993 — 1995
Associates, Business/Marketing
CoBiz Financial Inc. December 2013 - Present
Retirement Planning Strategies August 2013 - December 2013
BOK Financial December 2011 - March 2013
Colorado State Bank and Trust May 2009 - November 2011
Vectra Bank Colorado May 2005 - March 2009
UMB Bank April 2004 - May 2005
Colorado State Bank and Trust January 1999 - November 2003
Skills
Screening, Employee Management, Banking, Employee Relations, Recruiting, Payroll, Management, Human Resources, Onboarding, Coaching, Performance Management, Employee Engagement, Applicant Tracking..., HRIS, New Hire Orientations, Employee Benefits, Hiring, Sourcing, HR Consulting, HR Policies, FMLA, Team Building, Building Relationships, Training, Talent Management, Talent Acquisition, Personnel Management, College Recruiting, Workforce Planning, Benefits Administration, Customer Retention, Deferred Compensation, Succession Planning, Temporary Placement, Employee Training, Interviews, Internet Recruiting, Organizational...
Education
Art Institute of Pittsburgh 1993 — 1995
Associates, Business/Marketing
Jaimee Clark Jaimee Clark's CoBiz Financial Inc. Experience May 2015 - Present
Job Office Manager, CSS
Industry Banking
Experience
CoBiz Financial Inc. May 2015 - Present
Angel Realty, LLC June 2006 - Present
Bank of England, Mortgage Division July 2014 - May 2015
Key Bank January 2006 - June 2006
Key Bank January 2004 - January 2006
Vectra Bank Colorado March 1999 - December 2003
Skills
Multiple location..., Small Business..., Advertising, Administration, Account Management, Banking, Team Building, Customer Relations, Contract Negotiation, Documentation, Databases, Database Administration, Editing, English, Employee Relations, Hiring, Innovation, Inventory Management, Online Marketing, Social Media, Event Management, Contract Management, Social Networking, Newsletters, Negotiation, Operations, Operations Management, Organizing, Research, Real Estate, Customer Service, Problem Solving, Teamwork, Troubleshooting, Telecommunications, VoIP, Vendor Management, Writing, Wireless, Scheduling, iPhone, iPod, Wii, MMORPG, Office Management, Records Management, Staff Development, Administrative Support, Outlook, Customer Satisfaction
Education
Metropolitan State University of Denver 1997 — 2003
Bachelor's Degree, English and Psychology, 3.38
Jones Real Estate University 2003 — 2003
License, Real Estate
CoBiz Financial Inc. May 2015 - Present
Angel Realty, LLC June 2006 - Present
Bank of England, Mortgage Division July 2014 - May 2015
Key Bank January 2006 - June 2006
Key Bank January 2004 - January 2006
Vectra Bank Colorado March 1999 - December 2003
Skills
Multiple location..., Small Business..., Advertising, Administration, Account Management, Banking, Team Building, Customer Relations, Contract Negotiation, Documentation, Databases, Database Administration, Editing, English, Employee Relations, Hiring, Innovation, Inventory Management, Online Marketing, Social Media, Event Management, Contract Management, Social Networking, Newsletters, Negotiation, Operations, Operations Management, Organizing, Research, Real Estate, Customer Service, Problem Solving, Teamwork, Troubleshooting, Telecommunications, VoIP, Vendor Management, Writing, Wireless, Scheduling, iPhone, iPod, Wii, MMORPG, Office Management, Records Management, Staff Development, Administrative Support, Outlook, Customer Satisfaction
Education
Metropolitan State University of Denver 1997 — 2003
Bachelor's Degree, English and Psychology, 3.38
Jones Real Estate University 2003 — 2003
License, Real Estate
Meaghan Couture Meaghan Couture's CoBiz Financial Inc. Experience December 2014 - Present
Job Customer Service Manager, Board of Trustees Member (20152017)
Industry Financial Services
Experience
CoBiz Financial Inc. December 2014 - Present
Colorado Business Bank March 2014 - Present
National American University November 2013 - March 2014
National American University June 2013 - March 2014
British Council October 2011 - August 2013
The University of Manchester September 2010 - May 2013
Simple Ltd May 2011 - February 2012
Colorado Business Bank, CoBiz Financial December 2006 - September 2010
TCF Financial Corporation January 2004 - December 2006
Education
University of Manchester - Institute of Science and Technology 2010 — 2013
Honors Bachelors Degree, English Language
Front Range Community College 2002 — 2005
English Writing and Theatre
Standley Lake High School 1999 — 2002
Diploma
CoBiz Financial Inc. December 2014 - Present
Colorado Business Bank March 2014 - Present
National American University November 2013 - March 2014
National American University June 2013 - March 2014
British Council October 2011 - August 2013
The University of Manchester September 2010 - May 2013
Simple Ltd May 2011 - February 2012
Colorado Business Bank, CoBiz Financial December 2006 - September 2010
TCF Financial Corporation January 2004 - December 2006
Education
University of Manchester - Institute of Science and Technology 2010 — 2013
Honors Bachelors Degree, English Language
Front Range Community College 2002 — 2005
English Writing and Theatre
Standley Lake High School 1999 — 2002
Diploma
Casey Blackford Casey Blackford's CoBiz Financial Inc. Experience June 2010 - May 2011
Job Information Security Engineer at Catholic Health Initiatives
Industry Information Technology and Services
Experience
Catholic Health Initiatives July 2014 - Present
Amgen, Inc, (Contract) September 2012 - June 2014
BEW Global May 2011 - September 2012
CoBiz Financial Inc. June 2010 - May 2011
Western Union July 2009 - April 2010
US Bank May 2008 - July 2009
Physiotherapy Associates November 2007 - May 2008
Ottobock May 2007 - November 2007
My Music Inc August 2005 - April 2007
Church July 2002 - July 2004
Skills
Information Security, Disaster Recovery, Network Security, Risk Management, Information Technology, Project Management, Security, ITIL, Networking, IT Management, Process Improvement, Analysis, Technical Writing, Business Analysis, Management, Data Analysis, Technical Support, Treasury Management, Business Continuity..., Financial Analysis, DLP, Troubleshooting, Vendor Management, SharePoint, Computer Security, System Administration, Information Assurance, AML, Leadership, Marketing Strategy, Marketing, Vulnerability Management, Data Loss Protection, Data Governance, Regular Expressions, Linux, Linux System..., Data Insight
Education
Western Governors University
M.S. Information Security and Assurance
Colorado State University-Global Campus 2015 — 2016
BS Cyber Security
Brigham Young University 2006 — 2009
Catholic Health Initiatives July 2014 - Present
Amgen, Inc, (Contract) September 2012 - June 2014
BEW Global May 2011 - September 2012
CoBiz Financial Inc. June 2010 - May 2011
Western Union July 2009 - April 2010
US Bank May 2008 - July 2009
Physiotherapy Associates November 2007 - May 2008
Ottobock May 2007 - November 2007
My Music Inc August 2005 - April 2007
Church July 2002 - July 2004
Skills
Information Security, Disaster Recovery, Network Security, Risk Management, Information Technology, Project Management, Security, ITIL, Networking, IT Management, Process Improvement, Analysis, Technical Writing, Business Analysis, Management, Data Analysis, Technical Support, Treasury Management, Business Continuity..., Financial Analysis, DLP, Troubleshooting, Vendor Management, SharePoint, Computer Security, System Administration, Information Assurance, AML, Leadership, Marketing Strategy, Marketing, Vulnerability Management, Data Loss Protection, Data Governance, Regular Expressions, Linux, Linux System..., Data Insight
Education
Western Governors University
M.S. Information Security and Assurance
Colorado State University-Global Campus 2015 — 2016
BS Cyber Security
Brigham Young University 2006 — 2009
Cashin White Cashin White's CoBiz Financial Inc. Experience August 2013 - Present
Job Division Manager, SBA Lending at CoBiz Financial Inc.
Industry Banking
Experience
CoBiz Financial Inc. August 2013 - Present
Streetside Properties, LLC January 2004 - Present
CoBank March 2012 - August 2013
JPMorgan Chase Bank May 2006 - March 2012
Preferred Lending Partners March 2003 - April 2006
Education
University of Puget Sound 1996 — 2000
Bachelor of Science
Stanford University 2013 — 2014
Strategic Decision and Risk Management
University of Colorado at Denver 2002 — 2003
CoBiz Financial Inc. August 2013 - Present
Streetside Properties, LLC January 2004 - Present
CoBank March 2012 - August 2013
JPMorgan Chase Bank May 2006 - March 2012
Preferred Lending Partners March 2003 - April 2006
Education
University of Puget Sound 1996 — 2000
Bachelor of Science
Stanford University 2013 — 2014
Strategic Decision and Risk Management
University of Colorado at Denver 2002 — 2003
Sally Hallingstad Sally Hallingstad's CoBiz Financial Inc. Experience July 2010 - June 2012
Job Executive Director at Denver Petroleum Club
Industry Oil & Energy
Experience
Denver Petroleum Club October 2013 - Present
Centerplate Catering - Fillmore October 2009 - Present
Metro Volunteers June 2012 - September 2013
CoBiz Financial Inc. July 2010 - June 2012
Concerts For Kids January 2006 - July 2010
Skills
Public Relations, Fundraising, Event Management, Volunteer Management, Media Relations, Corporate Social..., Marketing, Adobe Creative Suite, Social Media, Event Planning, Social Media Marketing, Web Design, Graphic Design, Public Speaking, Strategic Communications, Nonprofits, Project Management, Program Development, Leadership, Community Development, Corporate Communications, Budgets, Management, Customer Service, Marketing Communications, Social Networking, Editing, Press Releases, Program Management, Strategic Planning, Marketing Strategy, Community Outreach
Education
St. Cloud State University 1999 — 2001
Bachelor of Science, Mass Communications (PR) and Business Management
Mayville State University 1996 — 1998
N/A, Business Administration and Management, General
Denver Petroleum Club October 2013 - Present
Centerplate Catering - Fillmore October 2009 - Present
Metro Volunteers June 2012 - September 2013
CoBiz Financial Inc. July 2010 - June 2012
Concerts For Kids January 2006 - July 2010
Skills
Public Relations, Fundraising, Event Management, Volunteer Management, Media Relations, Corporate Social..., Marketing, Adobe Creative Suite, Social Media, Event Planning, Social Media Marketing, Web Design, Graphic Design, Public Speaking, Strategic Communications, Nonprofits, Project Management, Program Development, Leadership, Community Development, Corporate Communications, Budgets, Management, Customer Service, Marketing Communications, Social Networking, Editing, Press Releases, Program Management, Strategic Planning, Marketing Strategy, Community Outreach
Education
St. Cloud State University 1999 — 2001
Bachelor of Science, Mass Communications (PR) and Business Management
Mayville State University 1996 — 1998
N/A, Business Administration and Management, General
Stephanie Hardi Stephanie Hardi's CoBiz Financial Inc. Experience March 2013 - Present
Job Communications Specialist at CoBiz Financial
Industry Financial Services
Experience
CoBiz Financial Inc. March 2013 - Present
FirstBank July 2009 - March 2013
Colorado State University August 2008 - December 2008
Skills
Event Planning, Business Development, Strategic Communications, Public Relations, Marketing Communications, Project Management, Management, Social Media Marketing, Social Media, Marketing, Event Management, Strategic Planning, Media Relations, Fundraising, Editing, Marketing Strategy
Education
Colorado State University
Bachelor of Arts (B.A.), Public Relations
CoBiz Financial Inc. March 2013 - Present
FirstBank July 2009 - March 2013
Colorado State University August 2008 - December 2008
Skills
Event Planning, Business Development, Strategic Communications, Public Relations, Marketing Communications, Project Management, Management, Social Media Marketing, Social Media, Marketing, Event Management, Strategic Planning, Media Relations, Fundraising, Editing, Marketing Strategy
Education
Colorado State University
Bachelor of Arts (B.A.), Public Relations
Margarita Ontiveros Margarita Ontiveros's CoBiz Financial Inc. Experience December 2012 - February 2013
Job Digital Marketing Coordinator at Sports Authority
Industry Online Media
Experience
Sports Authority September 2014 - Present
Sports Authority October 2013 - Present
Sports Authority March 2013 - October 2013
CoBiz Financial Inc. December 2012 - February 2013
MyEdu August 2010 - March 2012
Skills
Leadership, Social Media Marketing, Social Media, Community Outreach, Marketing, Microsoft Word, PowerPoint, Public Speaking, Research, Customer Service, Teamwork, Public Relations, Data Analysis, Social Networking, Facebook
Education
Colorado State University 2009 — 2012
Liberal Arts/Economics, Marketing
University of Colorado at Boulder 2006 — 2008
Pre-Medicine/Pre-Medical Studies
Sports Authority September 2014 - Present
Sports Authority October 2013 - Present
Sports Authority March 2013 - October 2013
CoBiz Financial Inc. December 2012 - February 2013
MyEdu August 2010 - March 2012
Skills
Leadership, Social Media Marketing, Social Media, Community Outreach, Marketing, Microsoft Word, PowerPoint, Public Speaking, Research, Customer Service, Teamwork, Public Relations, Data Analysis, Social Networking, Facebook
Education
Colorado State University 2009 — 2012
Liberal Arts/Economics, Marketing
University of Colorado at Boulder 2006 — 2008
Pre-Medicine/Pre-Medical Studies
Dane Yehl's CoBiz Financial Inc. Experience May 2008 - March 2011
Job Purchasing Manager / Inventory Manager at Chocolove Premium Chocolate
Industry Business Supplies and Equipment
Experience
Chocolove Premium Chocolate April 2014 - Present
Chocolove Premium Chocolate April 2011 - Present
CoBiz Financial Inc. May 2008 - March 2011
Skills
Banking, Finance, Purchasing, Project Management, Project Planning, Department Budgeting, Product Costing, Vendor Relationships, Vendor Management, Contract Negotiation, International Relations, Forecasting, Management, Negotiation, Supply Chain, Strategic Planning, Time Management
Education
University of Colorado Boulder 2004 — 2008
B.S., Business Administration, Finance
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Business Administration, Finance, Entrepreneurship
Chocolove Premium Chocolate April 2014 - Present
Chocolove Premium Chocolate April 2011 - Present
CoBiz Financial Inc. May 2008 - March 2011
Skills
Banking, Finance, Purchasing, Project Management, Project Planning, Department Budgeting, Product Costing, Vendor Relationships, Vendor Management, Contract Negotiation, International Relations, Forecasting, Management, Negotiation, Supply Chain, Strategic Planning, Time Management
Education
University of Colorado Boulder 2004 — 2008
B.S., Business Administration, Finance
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Business Administration, Finance, Entrepreneurship
Bobby Cash Bobby Cash's CoBiz Financial Inc. Experience May 2015 - Present
Job Senior Underwriter at CoBiz Financial Assistant Vice President
Industry Banking
Experience
CoBiz Financial Inc. May 2015 - Present
BBVA Compass January 2013 - May 2015
Risk Management Association - Central Florida Chapter RMA August 2009 - December 2012
SunTrust Bank May 2000 - December 2012
Education
Florida Metropolitan University
Master of Business Administration (MBA) - Summa Cum Laude
University of Central Florida
Bachelor of Science (BS)
Eau Gallie High School
CoBiz Financial Inc. May 2015 - Present
BBVA Compass January 2013 - May 2015
Risk Management Association - Central Florida Chapter RMA August 2009 - December 2012
SunTrust Bank May 2000 - December 2012
Education
Florida Metropolitan University
Master of Business Administration (MBA) - Summa Cum Laude
University of Central Florida
Bachelor of Science (BS)
Eau Gallie High School
Matt Gauch Matt Gauch's CoBiz Financial Inc. Experience November 2012 - September 2013
Job Sr. Database Developer at Towers Watson
Industry Information Technology and Services
Experience
Towers Watson August 2014 - Present
FCC Services January 2014 - June 2014
CoBiz Financial Inc. November 2012 - September 2013
Colorado Community Managed Care Network July 2012 - August 2012
ADT/Tyco Integrated Security April 2012 - July 2012
Broadridge Financial September 2011 - February 2012
NELNet - Highlands Ranch, CO June 2011 - June 2011
Quantix, Inc. 2011 - 2011
Webroot January 2008 - October 2009
United Car Care, Inc. 2004 - 2004
Skills
SQL Server, SQL, Databases, Access, SSIS, Microsoft SQL Server, Data Warehousing, SSRS, Business Intelligence, Sybase, T-SQL, Replication, Enterprise Architecture, Database Design, .NET, Data Modeling, C#, SDLC, Requirements Analysis, SharePoint, ETL, Architecture, Scrum, Database Administration, ASP.NET, Web Applications, Agile Project Management, Software Project..., Agile Methodologies, Visio, Software Development, Requirements Gathering, Visual Studio, Web Services, Business Analysis, Performance Tuning, IIS, Unix, Integration, Quality Assurance, SQL Tuning, Disaster Recovery, IT Management, IT Strategy, Vendor Management, Software Documentation, Nintex Workflow, Workflow Applications, SOA, Information Technology
Education
University of Phoenix 1992 — 1994
M.A., Organizational Management
University of Colorado at Boulder - Leeds School of Business 1981 — 1989
B.S., Information Systems
Towers Watson August 2014 - Present
FCC Services January 2014 - June 2014
CoBiz Financial Inc. November 2012 - September 2013
Colorado Community Managed Care Network July 2012 - August 2012
ADT/Tyco Integrated Security April 2012 - July 2012
Broadridge Financial September 2011 - February 2012
NELNet - Highlands Ranch, CO June 2011 - June 2011
Quantix, Inc. 2011 - 2011
Webroot January 2008 - October 2009
United Car Care, Inc. 2004 - 2004
Skills
SQL Server, SQL, Databases, Access, SSIS, Microsoft SQL Server, Data Warehousing, SSRS, Business Intelligence, Sybase, T-SQL, Replication, Enterprise Architecture, Database Design, .NET, Data Modeling, C#, SDLC, Requirements Analysis, SharePoint, ETL, Architecture, Scrum, Database Administration, ASP.NET, Web Applications, Agile Project Management, Software Project..., Agile Methodologies, Visio, Software Development, Requirements Gathering, Visual Studio, Web Services, Business Analysis, Performance Tuning, IIS, Unix, Integration, Quality Assurance, SQL Tuning, Disaster Recovery, IT Management, IT Strategy, Vendor Management, Software Documentation, Nintex Workflow, Workflow Applications, SOA, Information Technology
Education
University of Phoenix 1992 — 1994
M.A., Organizational Management
University of Colorado at Boulder - Leeds School of Business 1981 — 1989
B.S., Information Systems
Logan Mckenzie's CoBiz Financial Inc. Experience July 2015 - Present
Job Senior Vice President at CoBiz Financial Inc.
Industry Banking
Experience
CoBiz Financial Inc. July 2015 - Present
CoBiz Financial Inc. May 2014 - July 2015
Western Alliance Bancorporation August 2012 - April 2014
Piper Jaffray June 2006 - August 2012
Morgan Stanley September 2000 - August 2004
Skills
Financial Modeling, Portfolio Management, Bonds, Investments, Securities, Credit, Loans, Equities, Bloomberg, Financial Structuring, Mutual Funds, Trading, Wealth Management, Finance, Risk Management, Asset Management, Private Equity, Derivatives, Structured Finance, Municipal Bonds, Public Finance, Tax-exempt
Education
Arizona State University, W. P. Carey School of Business
MBA, Financial Management & Markets
University of Arizona, Eller College of Management
B.S., Finance
CoBiz Financial Inc. July 2015 - Present
CoBiz Financial Inc. May 2014 - July 2015
Western Alliance Bancorporation August 2012 - April 2014
Piper Jaffray June 2006 - August 2012
Morgan Stanley September 2000 - August 2004
Skills
Financial Modeling, Portfolio Management, Bonds, Investments, Securities, Credit, Loans, Equities, Bloomberg, Financial Structuring, Mutual Funds, Trading, Wealth Management, Finance, Risk Management, Asset Management, Private Equity, Derivatives, Structured Finance, Municipal Bonds, Public Finance, Tax-exempt
Education
Arizona State University, W. P. Carey School of Business
MBA, Financial Management & Markets
University of Arizona, Eller College of Management
B.S., Finance
Larry Pole's CoBiz Financial Inc. Experience August 2013 - Present
Job Financial System Analyst at CoBiz Financial Inc.
Industry Internet
Experience
CoBiz Financial Inc. August 2013 - Present
State of Colorado October 2010 - July 2013
Articulate Vision, LLC. July 2009 - May 2010
Earthlink February 2005 - December 2008
Earthlink October 2003 - February 2005
Earthlink October 2001 - October 2003
Education
Clemson University
BS, Economics
CoBiz Financial Inc. August 2013 - Present
State of Colorado October 2010 - July 2013
Articulate Vision, LLC. July 2009 - May 2010
Earthlink February 2005 - December 2008
Earthlink October 2003 - February 2005
Earthlink October 2001 - October 2003
Education
Clemson University
BS, Economics
Robert Root, CISSP's CoBiz Financial Inc. Experience October 2008 - May 2012
Job Experienced Network Security Analyst/Engineer
Industry Information Technology and Services
Experience
CH2M HILL May 2012 - Present
CoBiz Financial Inc. October 2008 - May 2012
SI International April 2006 - October 2007
SI International December 2001 - April 2006
US Air Force October 1992 - December 2001
Skills
CISSP, Security, Bluecoat, Information Security, Firewalls, Information Assurance, Technical Writing, Security+, Training, McAfee, Network Security, Computer Security, Information Security..., Active Directory, DNS, Information Technology, Network Administration, Systems Engineering, Troubleshooting, Incident Response, Juniper, Encryption, Integration, Juniper Technologies, Networking, Network Design, Disaster Recovery
Education
Regis University 2004 — 2008
BS/MS, Information Systems Management with emphasis in Computer Security
Canon City High School
SANS Computer Forensics
CH2M HILL May 2012 - Present
CoBiz Financial Inc. October 2008 - May 2012
SI International April 2006 - October 2007
SI International December 2001 - April 2006
US Air Force October 1992 - December 2001
Skills
CISSP, Security, Bluecoat, Information Security, Firewalls, Information Assurance, Technical Writing, Security+, Training, McAfee, Network Security, Computer Security, Information Security..., Active Directory, DNS, Information Technology, Network Administration, Systems Engineering, Troubleshooting, Incident Response, Juniper, Encryption, Integration, Juniper Technologies, Networking, Network Design, Disaster Recovery
Education
Regis University 2004 — 2008
BS/MS, Information Systems Management with emphasis in Computer Security
Canon City High School
SANS Computer Forensics
Joey Tabacheck's CoBiz Financial Inc. Experience August 2014 - Present
Job Treasury Management
Industry Banking
Experience
CoBiz Financial Inc. August 2014 - Present
Citywide Banks May 2013 - August 2014
Citywide Banks January 2007 - May 2013
Citywide Banks June 2002 - January 2007
Skills
Banking, Treasury Management, Cash Management, Commercial Banking, Project Management, Product Training, Product Support, Solution Implementation, Technical Support, Credit Analysis, Financial Analysis, Customer Service, ACH
Education
University of Colorado Denver
Bachelor of Arts (B.A.), Communication, General
CoBiz Financial Inc. August 2014 - Present
Citywide Banks May 2013 - August 2014
Citywide Banks January 2007 - May 2013
Citywide Banks June 2002 - January 2007
Skills
Banking, Treasury Management, Cash Management, Commercial Banking, Project Management, Product Training, Product Support, Solution Implementation, Technical Support, Credit Analysis, Financial Analysis, Customer Service, ACH
Education
University of Colorado Denver
Bachelor of Arts (B.A.), Communication, General
Nick Lane's CoBiz Financial Inc. Experience February 2015 - Present
Job SVP / Bank Manager, Colorado Business Bank
Industry Banking
Experience
CoBiz Financial Inc. February 2015 - Present
CoBiz Financial Inc. October 2009 - Present
Crown Bank March 2007 - September 2009
Marshall BankFirst 2005 - 2007
Skills
Capital Markets, Private Equity, Commercial Lending, Underwriting, Strategic Planning, Banking, Small Business Lending, Financial Modeling, Credit Analysis, Cash Flow, Construction Loans, Accounting, Structured Finance, Asset Managment, Relationship Management, Mortgage Lending, Treasury Management, Private Banking, Financial Analysis, Corporate Finance, Commercial Banking, Microsoft Office, Securities, Microsoft Excel, Valuation, Portfolio Management, Retirement Planning, Credit, Risk Management, Loans, Investments, Equities, Cash Flow Lending, Mergers, Wealth Management, Financial Reporting, Customer Service, Real Estate, Finance, Executive Management, Commercial Mortgages, Credit Risk, Due Diligence, Lines Of Credit, Loan Origination, Cash Management, Retail Banking, Real Estate Economics
Education
Washington University in St. Louis 2013 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder
Business Administration and Economics
University of St. Thomas
B.A., Business Administration - Finance
CoBiz Financial Inc. February 2015 - Present
CoBiz Financial Inc. October 2009 - Present
Crown Bank March 2007 - September 2009
Marshall BankFirst 2005 - 2007
Skills
Capital Markets, Private Equity, Commercial Lending, Underwriting, Strategic Planning, Banking, Small Business Lending, Financial Modeling, Credit Analysis, Cash Flow, Construction Loans, Accounting, Structured Finance, Asset Managment, Relationship Management, Mortgage Lending, Treasury Management, Private Banking, Financial Analysis, Corporate Finance, Commercial Banking, Microsoft Office, Securities, Microsoft Excel, Valuation, Portfolio Management, Retirement Planning, Credit, Risk Management, Loans, Investments, Equities, Cash Flow Lending, Mergers, Wealth Management, Financial Reporting, Customer Service, Real Estate, Finance, Executive Management, Commercial Mortgages, Credit Risk, Due Diligence, Lines Of Credit, Loan Origination, Cash Management, Retail Banking, Real Estate Economics
Education
Washington University in St. Louis 2013 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder
Business Administration and Economics
University of St. Thomas
B.A., Business Administration - Finance
Alexis Sewolich's CoBiz Financial Inc. Experience August 2014 - June 2015
Job IT Enterprise Solutions & Delivery Analyst at CoBiz Financial
Industry Information Technology and Services
Experience
CoBiz Financial Inc. August 2014 - June 2015
Green Manning & Bunch January 2009 - July 2014
Green Manning & Bunch August 2006 - January 2009
Education
Kansas State University 2002 — 2006
CoBiz Financial Inc. August 2014 - June 2015
Green Manning & Bunch January 2009 - July 2014
Green Manning & Bunch August 2006 - January 2009
Education
Kansas State University 2002 — 2006
Elie Wild's CoBiz Financial Inc. Experience 2005 - 2005
Job Sr telecom VOIP Engineer at Einstein Noah Restaurant group
Industry Restaurants
Experience
Einstein Noah Restaurant group Sr Telecom VOIP EngineerNew World Restaurant Group, Inc.2001 - Present
Einstein Noah Restaurant Group 2001 - Present
Einstein Noah Corp 2001 - Present
Einstein Noah Bagel Corp. 2001 - Present
CoBiz Financial Inc. 2005 - 2005
Teletech May 1996 - April 2000
Teletech May 1996 - April 2000
Education
University of Northern Colorado 1990 — 1993
Einstein Noah Restaurant group Sr Telecom VOIP EngineerNew World Restaurant Group, Inc.2001 - Present
Einstein Noah Restaurant Group 2001 - Present
Einstein Noah Corp 2001 - Present
Einstein Noah Bagel Corp. 2001 - Present
CoBiz Financial Inc. 2005 - 2005
Teletech May 1996 - April 2000
Teletech May 1996 - April 2000
Education
University of Northern Colorado 1990 — 1993
Jeremiah Clifford's CoBiz Financial Inc. Experience April 2009 - January 2010
Job Software Engineer at LogRhythm
Industry Computer Software
Experience
LogRhythm February 2011 - Present
IBM June 1999 - March 2010
CoBiz Financial Inc. April 2009 - January 2010
Vail & Associates (VailNet / ColoradoNet) 1997 - 1999
Skills
CISSP, Linux, Microsoft SQL Server, Java, GCIA, SCJP, DB2 CDA, Agile Application..., .NET Programming, IOS Firewall, Security, Computer Security, IDS, IIS, TCP/IP, Software Design, C#, Software Engineering, Operating Systems, MCSD Web .net 4.5, Vulnerability Assessment, Unix, Network Security, PCI DSS, Information Security, Cloud Computing, Sun Certified Java..., Firewalls, Penetration Testing, .NET, VMware, Perl, IPS
Education
Regis University 2000 — 2003
Master's degree, Computer Software Engineering, 3.75
Fort Lewis College 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Computer Software Engineering, 3.5
Colorado State University 1994 — 1997
Bachelor of Arts (B.A.), Economics, 3.25
Colorado Mountain College 1992 — 1994
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.0
CertificationsCamp
Microsoft Certified Solution Developer - Web Applications, .net development
LogRhythm February 2011 - Present
IBM June 1999 - March 2010
CoBiz Financial Inc. April 2009 - January 2010
Vail & Associates (VailNet / ColoradoNet) 1997 - 1999
Skills
CISSP, Linux, Microsoft SQL Server, Java, GCIA, SCJP, DB2 CDA, Agile Application..., .NET Programming, IOS Firewall, Security, Computer Security, IDS, IIS, TCP/IP, Software Design, C#, Software Engineering, Operating Systems, MCSD Web .net 4.5, Vulnerability Assessment, Unix, Network Security, PCI DSS, Information Security, Cloud Computing, Sun Certified Java..., Firewalls, Penetration Testing, .NET, VMware, Perl, IPS
Education
Regis University 2000 — 2003
Master's degree, Computer Software Engineering, 3.75
Fort Lewis College 1997 — 1999
Bachelor of Applied Science (B.A.Sc.), Computer Software Engineering, 3.5
Colorado State University 1994 — 1997
Bachelor of Arts (B.A.), Economics, 3.25
Colorado Mountain College 1992 — 1994
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.0
CertificationsCamp
Microsoft Certified Solution Developer - Web Applications, .net development
Paula Telck's CoBiz Financial Inc. Experience January 2007 - March 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
Jeremy Lindner's CoBiz Financial Inc. Experience July 2015 - Present
Job Commercial Banking Professional
Industry Banking
Experience
CoBiz Financial Inc. July 2015 - Present
Western Alliance Bancorporation April 2012 - May 2015
Comerica Bank May 2009 - April 2012
Comerica Bank February 2006 - April 2009
Comerica Bank December 2000 - January 2006
Skills
Underwriting, Credit, Risk Assessment, Commercial Banking, Commercial Lending, Banking, Asset Based Lending, Loans, Long-term Customer..., Credit Analysis, Middle Market, Capital Markets, Cash Flow Lending, Leveraged Finance
Education
Michigan State University 1994 — 1999
Bachelor of Arts, Finance
Coldwater High School
CoBiz Financial Inc. July 2015 - Present
Western Alliance Bancorporation April 2012 - May 2015
Comerica Bank May 2009 - April 2012
Comerica Bank February 2006 - April 2009
Comerica Bank December 2000 - January 2006
Skills
Underwriting, Credit, Risk Assessment, Commercial Banking, Commercial Lending, Banking, Asset Based Lending, Loans, Long-term Customer..., Credit Analysis, Middle Market, Capital Markets, Cash Flow Lending, Leveraged Finance
Education
Michigan State University 1994 — 1999
Bachelor of Arts, Finance
Coldwater High School
Richard Dalton's CoBiz Financial Inc. Experience January 1997 - 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
Kerri Eshleman, CIA, CFE's CoBiz Financial Inc. Experience August 2010 - July 2012
Job Internal Audit Senior at Penn
Industry Higher Education
Experience
University of Pennsylvania August 2012 - Present
CoBiz Financial Inc. August 2010 - July 2012
University of Colorado March 2007 - August 2010
University of Phoenix August 2007 - February 2008
Fulton Financial Corporation May 2005 - March 2006
Skills
Auditing, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Accounting, Microsoft Excel
Education
Susquehanna University 2001 — 2005
Bachelors in Business, Finance, Marketing, Information Systems
University of Pennsylvania August 2012 - Present
CoBiz Financial Inc. August 2010 - July 2012
University of Colorado March 2007 - August 2010
University of Phoenix August 2007 - February 2008
Fulton Financial Corporation May 2005 - March 2006
Skills
Auditing, Internal Audit, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Accounting, Microsoft Excel
Education
Susquehanna University 2001 — 2005
Bachelors in Business, Finance, Marketing, Information Systems
Matt Farrington's CoBiz Financial Inc. Experience March 2014 - Present
Job IT Risk Analyst at CoBiz Financial Inc.
Industry Financial Services
Experience
CoBiz Financial Inc. March 2014 - Present
CoBiz Financial Inc. March 2013 - March 2014
CoBiz Financial Inc. April 2011 - March 2013
CoBiz Wealth Management April 2001 - April 2011
Skills
SharePoint, Business Analysis, Microsoft SQL Server, SDLC, Vendor Management, Visio, Disaster Recovery, Security, Requirements Analysis, Troubleshooting, Databases, T-SQL, Business Intelligence, SQL, Project Management, Software Project...
Education
Cambridge Technical Institute
Western State College
Alfred University
Alfred State College - SUNY College of Technology
Associate of Science (A.S.), Environmental Science and Forestry
SUNY Albany
CoBiz Financial Inc. March 2014 - Present
CoBiz Financial Inc. March 2013 - March 2014
CoBiz Financial Inc. April 2011 - March 2013
CoBiz Wealth Management April 2001 - April 2011
Skills
SharePoint, Business Analysis, Microsoft SQL Server, SDLC, Vendor Management, Visio, Disaster Recovery, Security, Requirements Analysis, Troubleshooting, Databases, T-SQL, Business Intelligence, SQL, Project Management, Software Project...
Education
Cambridge Technical Institute
Western State College
Alfred University
Alfred State College - SUNY College of Technology
Associate of Science (A.S.), Environmental Science and Forestry
SUNY Albany
Mary Xiong's CoBiz Financial Inc. Experience July 2007 - March 2011
Job Billing Analyst at Zayo
Industry Telecommunications
Experience
Zayo Group September 2014 - Present
Level 3 Communications September 2013 - September 2014
WealthTouch, Inc. November 2012 - September 2013
Lender Processing Services, Inc. (LPS) October 2011 - June 2012
CoBiz Financial Inc. July 2007 - March 2011
Wells Fargo June 2004 - May 2007
Skills
Banking, Team Building, Time Management, Prioritize Workload, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, 10 Key, Data Entry, Internet Explorer, PowerPoint, Customer Service, Customer Oriented, Goal Oriented, Teamwork, Team-oriented, Multi Tasking, Bilingual, Project Management, Process Scheduler, Training, Team Leadership, Process Improvement, Management, Leadership, Supervisory Skills, Customer Satisfaction, Finance, Accounting, Budgets, Business Analysis, Credit, Customer Retention, Employee Training, Invoicing, Policy, Troubleshooting
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BSc), Human Resource Management
California State University of Stanislaus 2006 — 2007
Undergraduate
Merced Community Junior College 2003 — 2006
General Education
Merced High School 1999 — 2003
HS Diploma
Zayo Group September 2014 - Present
Level 3 Communications September 2013 - September 2014
WealthTouch, Inc. November 2012 - September 2013
Lender Processing Services, Inc. (LPS) October 2011 - June 2012
CoBiz Financial Inc. July 2007 - March 2011
Wells Fargo June 2004 - May 2007
Skills
Banking, Team Building, Time Management, Prioritize Workload, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, 10 Key, Data Entry, Internet Explorer, PowerPoint, Customer Service, Customer Oriented, Goal Oriented, Teamwork, Team-oriented, Multi Tasking, Bilingual, Project Management, Process Scheduler, Training, Team Leadership, Process Improvement, Management, Leadership, Supervisory Skills, Customer Satisfaction, Finance, Accounting, Budgets, Business Analysis, Credit, Customer Retention, Employee Training, Invoicing, Policy, Troubleshooting
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BSc), Human Resource Management
California State University of Stanislaus 2006 — 2007
Undergraduate
Merced Community Junior College 2003 — 2006
General Education
Merced High School 1999 — 2003
HS Diploma
Dustin Parish's CoBiz Financial Inc. Experience June 2015 - Present
Job Risk Analyst/Fraud Investigator at TransFirst Merchant Services
Industry Financial Services
Experience
CoBiz Financial Inc. June 2015 - Present
TransFirst Merchant Services December 2011 - Present
Wells Fargo August 2011 - December 2011
THANASI Foods August 2010 - August 2011
Convertis, LLC March 2010 - August 2010
Adex Media Inc. May 2009 - February 2010
Convertis, LLC March 2008 - March 2009
Town North Bank June 2000 - July 2006
Skills
Accounting, Microsoft Excel, Credit, Auditing, Invoicing, Customer Service, Accounts Receivable, Management, Financial Risk, Credit Cards, Finance, Financial Analysis, Leadership, Banking, Account Reconciliation, Process Improvement, Analysis, Microsoft Office, Accounts Payable, Budgets, Microsoft Word, Risk Management, Fraud, Financial Services, Credit Risk, Credit Analysis, Payments, Strategic Planning, PowerPoint, Portfolio Management, Marketing, Relationship Management, Call Centers, Financial Statements, Strategy, Business Analysis, Outlook, Underwriting, Sarbanes-Oxley Act, Team Building, Internal Audit
Education
Colorado Technical University-Online 2009 — 2011
Bachelor's degree, Financial Forensics and Fraud Investigation
Colorado Technical University 2008 — 2009
Associates of Science in General Studies, Accounting
University of Colorado at Boulder 2006 — 2008
General Studies
CoBiz Financial Inc. June 2015 - Present
TransFirst Merchant Services December 2011 - Present
Wells Fargo August 2011 - December 2011
THANASI Foods August 2010 - August 2011
Convertis, LLC March 2010 - August 2010
Adex Media Inc. May 2009 - February 2010
Convertis, LLC March 2008 - March 2009
Town North Bank June 2000 - July 2006
Skills
Accounting, Microsoft Excel, Credit, Auditing, Invoicing, Customer Service, Accounts Receivable, Management, Financial Risk, Credit Cards, Finance, Financial Analysis, Leadership, Banking, Account Reconciliation, Process Improvement, Analysis, Microsoft Office, Accounts Payable, Budgets, Microsoft Word, Risk Management, Fraud, Financial Services, Credit Risk, Credit Analysis, Payments, Strategic Planning, PowerPoint, Portfolio Management, Marketing, Relationship Management, Call Centers, Financial Statements, Strategy, Business Analysis, Outlook, Underwriting, Sarbanes-Oxley Act, Team Building, Internal Audit
Education
Colorado Technical University-Online 2009 — 2011
Bachelor's degree, Financial Forensics and Fraud Investigation
Colorado Technical University 2008 — 2009
Associates of Science in General Studies, Accounting
University of Colorado at Boulder 2006 — 2008
General Studies
Jesse Singh's CoBiz Financial Inc. Experience February 2012 - Present
Job AVP Senior Underwriter
Industry Financial Services
Experience
CoBiz Financial Inc. February 2012 - Present
First Citizens Bank January 2011 - January 2012
United Western Bank February 2007 - January 2011
Skills
Credit Analysis, Commercial Lending, Financial Analysis, Banking, Small Business Lending, Credit, Risk Management, Underwriting, Commercial Banking, Loans, Portfolio Management, Finance, Analysis, Commercial Mortgages, Investments, Public Finance, Capital Markets, Corporate Finance, Wealth Management, Strategic Planning, Sarbanes-Oxley Act, SBA, Cash Management, Strategic Financial..., Equity Research, Financial Reporting, Mergers, Due Diligence, Financial Modeling, Valuation, Equities, Fixed Income, Quantitative Investing, Asset Management, Economic Policy, Financial Services, Financial Accounting, Financial Risk, Alternative Investments, Market Risk, Derivatives, Quantitative Analytics, Sensitivity Analysis, Investment Management, Strategy, Macroeconomics, Asset Allocation, Credit Risk
Education
University of Denver 2004 — 2006
Bachelor of Science
University of Colorado at Boulder 2002 — 2004
CoBiz Financial Inc. February 2012 - Present
First Citizens Bank January 2011 - January 2012
United Western Bank February 2007 - January 2011
Skills
Credit Analysis, Commercial Lending, Financial Analysis, Banking, Small Business Lending, Credit, Risk Management, Underwriting, Commercial Banking, Loans, Portfolio Management, Finance, Analysis, Commercial Mortgages, Investments, Public Finance, Capital Markets, Corporate Finance, Wealth Management, Strategic Planning, Sarbanes-Oxley Act, SBA, Cash Management, Strategic Financial..., Equity Research, Financial Reporting, Mergers, Due Diligence, Financial Modeling, Valuation, Equities, Fixed Income, Quantitative Investing, Asset Management, Economic Policy, Financial Services, Financial Accounting, Financial Risk, Alternative Investments, Market Risk, Derivatives, Quantitative Analytics, Sensitivity Analysis, Investment Management, Strategy, Macroeconomics, Asset Allocation, Credit Risk
Education
University of Denver 2004 — 2006
Bachelor of Science
University of Colorado at Boulder 2002 — 2004
Todd Whisler's CoBiz Financial Inc. Experience January 2003 - July 2011
Job VP at Great Western Bank
Industry Financial Services
Experience
Great Western Bank August 2011 - Present
CoBiz Financial Inc. January 2003 - July 2011
Union Bank / KeyBank June 2000 - October 2002
Education
University of Colorado at Denver 1996 — 2000
Bachelor of Arts (BA), Finance
Great Western Bank August 2011 - Present
CoBiz Financial Inc. January 2003 - July 2011
Union Bank / KeyBank June 2000 - October 2002
Education
University of Colorado at Denver 1996 — 2000
Bachelor of Arts (BA), Finance
Sineca Searles's CoBiz Financial Inc. Experience July 2008 - July 2013
Job Investigator
Industry Financial Services
Experience
Intertel, Inc. December 2014 - Present
CoBiz Financial Inc. July 2008 - July 2013
Citi Financial Auto October 2007 - July 2008
Westerra Credit Union March 2005 - October 2007
Vectra Bank Colorado June 2004 - December 2004
Super Target August 2002 - June 2004
Skills
Banking, Accounting
Education
Smoky Hill High School 1999 — 2003
Diploma, General
Metropolitan State University of Denver
Bachelor's degree, Criminal Justice
Intertel, Inc. December 2014 - Present
CoBiz Financial Inc. July 2008 - July 2013
Citi Financial Auto October 2007 - July 2008
Westerra Credit Union March 2005 - October 2007
Vectra Bank Colorado June 2004 - December 2004
Super Target August 2002 - June 2004
Skills
Banking, Accounting
Education
Smoky Hill High School 1999 — 2003
Diploma, General
Metropolitan State University of Denver
Bachelor's degree, Criminal Justice
Sarah Bourquin's CoBiz Financial Inc. Experience April 2015 - Present
Job IT Applications Analyst at CoBiz Financial Inc.
Industry Financial Services
Experience
CoBiz Financial Inc. April 2015 - Present
Green Manning & Bunch July 2014 - March 2015
Green Manning & Bunch January 2013 - June 2014
Green Manning & Bunch November 2010 - January 2013
City Limits Property Management May 2009 - May 2010
Skills
PowerPoint, Microsoft Excel, Calendaring, Travel Arrangements, Expense Reports, Executive Support, Salesforce Administrator, Invoicing, Database Administration, Office Administration, Adobe Creative Suite
Education
Metropolitan State College of Denver 2004 — 2009
Bachelor of Arts (B.A.), Psychology
CoBiz Financial Inc. April 2015 - Present
Green Manning & Bunch July 2014 - March 2015
Green Manning & Bunch January 2013 - June 2014
Green Manning & Bunch November 2010 - January 2013
City Limits Property Management May 2009 - May 2010
Skills
PowerPoint, Microsoft Excel, Calendaring, Travel Arrangements, Expense Reports, Executive Support, Salesforce Administrator, Invoicing, Database Administration, Office Administration, Adobe Creative Suite
Education
Metropolitan State College of Denver 2004 — 2009
Bachelor of Arts (B.A.), Psychology
Brendan Culhane's CoBiz Financial Inc. Experience August 2006 - November 2011
Job Consumer Protection Compliance at Western Union
Industry Financial Services
Experience
Western Union March 2015 - Present
Western Union June 2014 - March 2015
First Data Corporation November 2011 - June 2014
CoBiz Financial Inc. August 2006 - November 2011
Community Investment Services December 2004 - August 2006
Community Investment Services July 2001 - August 2006
TD Ameritrade January 2000 - July 2001
TD Ameritrade May 1996 - December 1999
TD Ameritrade April 1995 - May 1996
Skills
Auditing, Internal Audit, Financial Analysis, Risk Management, Risk Assessment
Education
State University of New York Institute of Technology at Utica/Rome
Bachelor's degree, Finance
Western Union March 2015 - Present
Western Union June 2014 - March 2015
First Data Corporation November 2011 - June 2014
CoBiz Financial Inc. August 2006 - November 2011
Community Investment Services December 2004 - August 2006
Community Investment Services July 2001 - August 2006
TD Ameritrade January 2000 - July 2001
TD Ameritrade May 1996 - December 1999
TD Ameritrade April 1995 - May 1996
Skills
Auditing, Internal Audit, Financial Analysis, Risk Management, Risk Assessment
Education
State University of New York Institute of Technology at Utica/Rome
Bachelor's degree, Finance
Bob Ostertag's CoBiz Financial Inc. Experience January 1996 - Present
Job Executive Vice President/Chief Credit Officer at CoBiz Financial Inc.
Industry Financial Services
Experience
CoBiz Financial Inc. January 1996 - Present
Education
Colorado State University 1979 — 1983
BS- Finance, Finance and Financial Management Services
CoBiz Financial Inc. January 1996 - Present
Education
Colorado State University 1979 — 1983
BS- Finance, Finance and Financial Management Services
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY