CollegeInvest Company

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CollegeInvest Employees

Employee
Years
Job
Industry
Wendy Hause Wendy Hause Englewood, Colorado Details
Wendy Hause's CollegeInvest Experience October 2012 - Present
Job Chief Financial Officer at CollegeInvest
Industry Financial Services
Experience
CollegeInvest   October 2012 - Present
CollegeInvest   July 1999 - October 2012

Education
University of Denver   1982 — 1985
Bachelor of Science, Accounting

Katie Munro Powell Katie Munro Powell Greater Denver Area Details
Katie Munro Powell's CollegeInvest Experience 2008 - October 2012
Job Business Strategy, Munro Companies, Inc.
Industry Machinery
Experience
Munro Companies, Inc.   October 2012 - Present
CollegeInvest   2008 - October 2012
CollegeInvest   2006 - 2008
Draftfcb  2005 - 2006
Thomson Financial  2001 - 2005

Skills
Project Management, Program Management, Financial Education, Marketing Management, Direct Marketing, Marketing Analysis, Account Management, Budgeting, Business Strategy, Event Management, Microsoft Office, Organizing, Strategic Planning, Problem Solving, Vendor Management, Writing, Strategic Partnerships, Strategic Thinking, Budgets, Market Analysis, Nonprofits, Public Relations, Marketing Strategy, Marketing Communications, Public Speaking, Event Planning, Marketing, Email Marketing, Leadership, Social Media, Social Media Marketing, Trade Shows, Team Building, Market Research, Product Development, Strategy, Advertising, Product Marketing, Competitive Analysis, Business Development

Education
Colorado State University   1995 — 1999

Luke Carleo Luke Carleo Greater Denver Area Details
Luke Carleo's CollegeInvest Experience June 2004 - November 2011
Job Scholarship Relations Officer at Daniels Fund
Industry Philanthropy
Experience
Daniels Fund  November 2011 - Present
CollegeInvest   June 2004 - November 2011
CollegeInvest   June 2004 - July 2010

Skills
Strategic Planning, Leadership, Marketing Strategy, Event Planning, Social Media Marketing, Budgets, Public Speaking, Non-profits, Advertising, Microsoft Office, Event Management, Public Relations, Social Media, Team Building, Financial Analysis, Project Management, Microsoft Excel, Account Management, Marketing, Fundraising, Marketing Communications, Training, Business Development, New Business Development, Sales, Nonprofits, Management

Education
Johnson & Wales University   2001 — 2005
BS, Marketing

Jeff Gammon Jeff Gammon Greater Denver Area Details
Jeff Gammon's CollegeInvest Experience July 2009 - Present
Job Chief Information Officer CIO at CollegeInvest & College Assist
Industry Information Technology and Services
Experience
CollegeInvest   July 2009 - Present
RFMD  November 2007 - October 2008
RF Micro Devices  2005 - 2008
Sirenza Microdevices  July 2005 - November 2007
Immedient  July 1998 - June 2005
Raymond James Consulting  1998 - 2000

Skills
Vendor Management, Disaster Recovery, Strategic Planning, Integration, Team Building, Change Management, Security, Leadership, Governance, Management, IT Management, Business Process..., Process Improvement, Business Continuity, Project Planning, Data Center, Enterprise Systems, SharePoint, Business Transformation, Risk Management, Network Security, SDLC, Enterprise Software, Business Intelligence, IT Strategy, Software Development, M&A Intergration, Risk Assessment, Agile Project Management, IT Governance, Project Management, FISMA, Business & Technology..., Change Control, Network Operations

Education
Eastern Illinois University   1988 — 1992
Bachelors, English, Psychology with Teaching Certification

Angela Baier Angela Baier Greater Denver Area Details
Angela Baier's CollegeInvest Experience September 2009 - May 2012
Job CEO at CollegeInvest & College Assist
Industry Financial Services
Experience
CollegeInvest & College Assist   May 2012 - Present
CollegeInvest   September 2009 - May 2012
The Taubman Company - Cherry Creek Shopping Center   December 2006 - September 2009
New York State Zoo   August 2004 - December 2006
Mayor's Office - City of Denver   October 2003 - July 2004
Denver Zoo  January 1994 - September 2003
Sunset Zoo  September 1989 - January 1994
Villager Hotel   September 1987 - September 1989

Skills
Marketing, Public Speaking, Public Relations, Event Planning, Strategic Planning, Sponsorship, Social Media Marketing, Social Media, Marketing Communications, Marketing Strategy, Event Management, Advertising, Sales, Media Relations, Sales Management, Business Strategy, Fundraising, Nonprofits, Leadership, Email Marketing, Business Development, Strategic Communications

Education
The University of Kansas   1982 — 1986
BS, Marketing

Shelley Tirrell Shelley Tirrell Greater Denver Area Details
Shelley Tirrell's CollegeInvest Experience 2004 - Present
Job Operations Manager at CollegeInvest
Industry Government Administration
Experience
CollegeInvest   2004 - Present

Skills
Strategic Planning, Budgets, Project Planning, Event Planning, Project Management, Process Improvement, Nonprofits, Team Building, Financial Analysis, Microsoft Office, Vendor Management, Risk Management, Program Management, Change Management, Analysis, Data Analysis

Education
University of Colorado at Denver   2002 — 2006
Bachelor of Science (BS), Accounting

Eric Knab Eric Knab Greater Denver Area Details
Eric Knab's CollegeInvest Experience January 2001 - May 2007
Job Director of Technology Operations at American Mortgage Consultants, Inc.
Industry Financial Services
Experience
American Mortgage Consultants, Inc.   June 2015 - Present
Stewart Title  April 2009 - June 2015
The Chotin Group  May 2007 - April 2009
CollegeInvest   January 2001 - May 2007
The Murrayhill Company  September 1997 - January 2001

Skills
Analytics, Financial Analysis, Risk Management, Due Diligence, Data Analysis, Financial Modeling, Credit Risk, Business Analysis, Analysis, Loans, Asset Management, Mortgage Lending, Underwriting, Corporate Finance, Finance, Financial Services, Team Leadership, Banking, Mortgage Banking, Process Improvement

Education
Minnesota State University, Mankato   2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

University of Colorado at Denver   1997 — 2002
MA, Economics

University of Minnesota-Twin Cities   1993 — 1995
BS, Economics

Brittny Sivyer Brittny Sivyer Greater Denver Area Details
Brittny Sivyer's CollegeInvest Experience February 2007 - June 2012
Job Marketing and Estimating Coordinator at Taylor Kohrs
Industry Financial Services
Experience
Taylor Kohrs  November 2013 - Present
Customer Communications Group  August 2012 - November 2013
CollegeInvest   February 2007 - June 2012
GroupSystems  July 2007 - October 2007
Bank of the West  July 2005 - July 2007
GeoEye  June 2006 - August 2006
Walgreens  June 2000 - June 2005

Skills
Web Project Management, Event Planning, Editing, Graphic Design, Web Content Management, Sponsorship Development, Google Analytics, Program Tracking, Direct Mail, Email Marketing, Project Planning, project management, Trade Show Coordination, Lead Generation, Lead Tracking, Sponsorship Management, MailChimp, SurveyMonkey, Marketing, Online Advertising, Trade Shows, Project Management, SEO, Marketing Strategy, Sponsorship, Public Relations, SEM, Press Releases, Social Media Marketing, Advertising

Education
Metropolitan State College of Denver   2002 — 2007
Associate's degree, Public Relations

Metropolitan State University of Denver   2002 — 2007
BS, Marketing

Geri Reinardy Geri Reinardy Greater Denver Area Details
Geri Reinardy's CollegeInvest Experience 1999 - 2002
Job Former Chief Government and Community Relations Officer at National Jewish Health
Industry Hospital & Health Care
Experience
National Jewish Health  May 2012 - Present
American Lung Association  2011 - June 2012
National Jewish Health  July 2004 - April 2012
American Lung Association Nationwide Assembly   2010 - 2011
Councilwoman Carol Boigon   2003 - 2004
CollegeInvest   1999 - 2002
Colorado Commission on Higher Education  1990 - 1999

Skills
Non-profits, Media Relations, Strategic Communications, Community Outreach, Public Speaking, Public Relations

Education
University of Colorado at Denver   1982 — 1984
MPA

University of Northern Colorado   1974 — 1977
B.A., Community Recreation

Allison Gardner Allison Gardner Greater Denver Area Details
Allison Gardner's CollegeInvest Experience September 2004 - February 2007
Job Senior Manager at The Berry Company
Industry Accounting
Experience
The Berry Company  March 2010 - Present
University Park Homeowner's Assocation   April 2003 - April 2013
First Data Corporation  February 2007 - March 2010
CollegeInvest   September 2004 - February 2007

Skills
Accounts Payable, Financial Analysis, Business Analysis, Financial Reporting, Forecasting, General Ledger, Internal Controls, Leadership, Management, Microsoft Excel, Process Improvement, Variance Analysis

Education
University of Denver - Daniels College of Business   2002 — 2005
BS, Accounting

Lynchburg College   2000 — 2002

Brett Siegel Brett Siegel Greater Denver Area Details
Brett Siegel's CollegeInvest Experience 2000 - 2009
Job Senior Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank  October 2010 - Present
US Bank  August 2009 - June 2010
US Bank  April 2006 - August 2009
CollegeInvest   2000 - 2009
Merrill Lynch  1993 - 2001

Skills
Strategic Planning, Financial Modeling, Loans, Small Business, Business Development, Risk Management, Strategic Financial..., Financial Analysis, Wealth Management

Education
The University of Texas at Austin   1976 — 1980

Debbie DeMuth Debbie DeMuth Greater Denver Area Details
Debbie DeMuth's CollegeInvest Experience March 2000 - April 2012
Job VP and CFO at The Colorado Trust
Industry Financial Services
Experience
The Colorado Trust  April 2012 - Present
CollegeInvest   March 2000 - April 2012
Denver International Airport  July 1991 - June 1998
Coopers & Lybrand Consulting  May 1979 - 1990

Skills
Strategic Planning, Fundraising, Nonprofits, Financial Analysis, Budgets, Mergers & Acquisitions, Public Speaking, Non-profits, Policy, Leadership, Leadership Development, Management, Public Policy, Auditing, Finance, Banking, Business Strategy, Event Planning, Change Management, Public Relations, Team Building, Due Diligence

Education
Colorado State University   1975 — 1979
BS

Adam Ochs Adam Ochs Greater Denver Area Details
Adam Ochs's CollegeInvest Experience February 2009 - November 2010
Job Accounting Contractor at Promontory
Industry Information Services
Experience
Accountemps  June 2015 - Present
Accountemps  May 2014 - May 2015
Kforce Inc  February 2014 - April 2014
USAV Group, LLC   November 2012 - March 2014
CollegeInvest   February 2009 - November 2010
State of Colorado  June 2007 - November 2008
Aspen Leaf Business Solutions, Inc   July 2006 - December 2007
Signal Research Corporation   August 2004 - June 2006

Skills
Accounting, Auditing, Internal Controls, Financial Accounting, Access, Accounts Payable, External Audit, Income Tax, Payroll, Journal Entries, Financial Analysis, Training, Account Reconciliation

Education
University of Colorado Denver   2004 — 2007
Business, Finance, Accounting

Janet Gullickson Janet Gullickson Spokane, Washington Area Details
Janet Gullickson's CollegeInvest Experience October 2007 - June 2010
Job President at Spokane Falls Community College
Industry Higher Education
Experience
Spokane Falls Community College  July 2012 - Present
Community Colleges of Spokane  September 2010 - June 2012
Colorado Department of Higher Education  April 2010 - November 2010
CollegeInvest   October 2007 - June 2010
Denver Scholarship Foundation  2006 - 2007
Front Range Community College  2004 - 2005
Minnesota State Colleges and Universities  1986 - 2004

Skills
Higher Education, Strategic Planning, Analysis, Community Outreach, Organizational..., Writing, Public Speaking, Non-profits, Grant Writing, Curriculum Design, Team Building, Student Services, Process Improvement, Leadership Development, Change Management, Planning, Student Affairs, Career Counseling, Nonprofits, Distance Learning, Adult Education, Budgets, Coaching, E-Learning, Fundraising, Event Planning, Public Relations, Teaching, Policy, Project Planning, Program Development, Curriculum Development, Instructional Design, Customer Service, Leadership, Research, Volunteer Management, Resume Writing, Workshop Facilitation, Conflict Resolution, Training, Editing, Program Management, Event Management, Program Evaluation, Grants, Student Development, Admissions, College Teaching, Enrollment Management

Education
University of Minnesota
Doctorate, Education

South Dakota State University
Master of Science, Rural Sociology; an Emphasis in Planning

The University of South Dakota
Bachelor of Science, Sociology and Psychology

Flandreau High School   1968 — 1972
Diploma

University of Minnesota-Twin Cities
Doctorate of Education, Higher Education Policy and Leadership

Chris Haeck Chris Haeck Reno, Nevada Area Details
Chris Haeck's CollegeInvest Experience April 2010 - April 2013
Job District Manager at ADP
Industry Financial Services
Experience
ADP  April 2013 - Present
CollegeInvest   April 2010 - April 2013
Strategic Lending Solutions   2001 - April 2013
Denver Active 20-30   2004 - March 2013
Marlin Leasing  October 2004 - May 2009
Denver Polo Classic   2009 - 2009
Wachovia  1997 - 2001

Skills
Strategic Planning, Sales Management, Strategy, Sales, B2B, Business Development, Marketing Strategy, Finance, Direct Sales, Leadership, Process Improvement, Account Management, Investments, Marketing, Start-ups

Education
Central College   1992 — 1996
Business, Marketing

Kent Spuehler, CPA Kent Spuehler, CPA Greater Denver Area Details
Kent Spuehler, CPA's CollegeInvest Experience June 2003 - November 2010
Job Partner at B2B CFO®
Industry Financial Services
Experience
B2B CFO®  April 2011 - Present
CollegeInvest   June 2003 - November 2010
GMAC Education Loan Funding Corp   April 2002 - May 2003
Nelnet (formerly Unipac Service Corporation)   January 1995 - April 2002
Unipac Service Corporation  January 1990 - December 1994
Silverado Bank   January 1987 - December 1989
KPMG  January 1984 - December 1986

Skills
Forecasting, Accounting, Financial Reporting, Internal Controls, Financial Management, Financial Planning, Financial Analysis, Budgeting, Strategic Planning, Due Diligence, Risk Management, Cash Flow, Financial Modeling, Budgets, Cash Management, Financial Accounting, Acquisition Integration, Executive Management, Auditing, Strategic Financial..., Business Planning, Analysis, Cash Flow Forecasting, Managerial Finance, Project Planning, Mergers & Acquisitions, Financial Services, Investments, Program Management, Finance, Loans, Restructuring, Business Strategy, Valuation, Working Capital..., Management, Management Consulting, Corporate Finance, Banking, Portfolio Management, Start-ups, Financial Statements

Education
The Ohio State University   1973 — 1974
BS, Allied Health

Claudia Hernández-Ponce Claudia Hernández-Ponce Greater Denver Area Details
Claudia Hernández-Ponce's CollegeInvest Experience August 2007 - August 2009
Job Associate Director Admission & Group Visits University of Denver
Industry Higher Education
Experience
University of Denver  June 2010 - Present
Denver Public Schools Educational Outreach Program   June 2009 - May 2010
CollegeInvest   August 2007 - August 2009

Skills
Higher Education, Teaching, Spanish, Admissions, Student Development, Leadership Development, Student Engagement, Community Outreach, Management, Student Recruiting, Community Development, Academic Advising, Student Affairs, Career Counseling, Program Development, Higher Education..., Staff Development, Student Counseling, Public Speaking

Education
University of Denver   2015 — 2017
Master's in Global Affairs, Emphais in World History and Culture

University of Denver   2011 — 2011
Master's, Higher Education

Metropolitan State University of Denver   2001 — 2006
BA, Sociology & Chicano Studies

Brea Olson Brea Olson Greater Denver Area Details
Brea Olson's CollegeInvest Experience 2008 - 2008
Job
Industry Public Relations and Communications
Experience
Downtown Denver Partnership, Inc.   April 2015 - Present
Content Strategist and Strategic Communications Consultant   2014 - Present
Financial Planning Standards Board Ltd.  2012 - 2014
MWH Global  2008 - 2012
CollegeInvest   2008 - 2008
Bonfils Blood Center  2004 - 2007
PMK Associates, Inc. Washington DC   2003 - 2004

Skills
Strategic Communications, Public Relations, Media Relations, Internal Communications, Marketing Communications, Program Management, Project Planning, Marketing, Management, Leadership, Strategy, Nonprofits, Strategic Planning, Event Planning, Copywriting, Event Management, Project Management, Corporate Communications, Adobe Creative Suite, Constant Contact, SharePoint, WordPress, Web Content Management, International Marketing, Award Submissions

Education
The University of Texas at Austin   1999 — 2003
BS

Rana Tarkenton Rana Tarkenton Greater Denver Area Details
Rana Tarkenton's CollegeInvest Experience 2004 - 2007
Job Deputy Executive Director at Denver Scholarship Foundation
Industry Education Management
Experience
Denver Scholarship Foundation  August 2014 - Present
Denver Scholarship Foundation  March 2013 - August 2014
Denver Scholarship Foundation  July 2012 - March 2013
Denver Scholarship Foundation  November 2007 - July 2012
CollegeInvest   2004 - 2007
Colorado Commission on Higher Education  July 2003 - November 2004

Skills
College Retention and..., First Generation..., Scholarship Management, College Advising, Financial Aid, Admissions Practices, Student Financial Aid, Scholarship, Academic Advising, Student Development, Student Affairs, Admissions

Education
Harvard University Graduate School of Education   2003 — 2004
Ed.M., Higher Education Administration

Trinity University   1993 — 1997
B.A., Drama and Business

Gino Greco Gino Greco Greater Denver Area Details
Gino Greco's CollegeInvest Experience 2003 - 2006
Job CEO American Red Cross Colorado/Wyoming Region
Industry Nonprofit Organization Management
Experience
American Red Cross of Colorado & Wyoming   January 2011 - Present
The Wildlife Experience  April 2006 - January 2011
CollegeInvest   2003 - 2006
CollegeInvest   2001 - 2003
CollegeInvest   1998 - 2001
CollegeInvest   1996 - 1998

Skills
Marketing, Strategic Planning, Public Relations, Leadership, Program Management, Marketing Communications, Business Planning, Non-profits, Social Media Marketing, Advertising, Public Speaking, Event Management, Nonprofits, Managerial Finance, Marketing Strategy, Strategy, Strategic Communications, Community Outreach, Fundraising, Budgets, Media Relations, Community Development, Event Planning, Program Development, Contract Management, Social Media, Market Research, Grant Writing, Leadership Development, Philanthropy, Emergency Management, Volunteer Management, Project Planning, Organizational...

Education
Federal Bureau of Investigation Citizen's Academy   2011 — 2011
Graduate

Denver Metro Chamber Leadership Foundation   2009 — 2009
Graduate, Leadership Denver

Regis University   2000 — 2002
Master of Business Administration, with honors

University of Colorado Boulder   1991 — 1995
Bachelor of Fine Arts, Theatre- Acting

Lora Louise Broady Lora Louise Broady Greater Denver Area Details
Lora Louise Broady's CollegeInvest Experience 2006 - 2007
Job Marketing Strategy at Pearson
Industry Marketing and Advertising
Experience
Pearson  March 2015 - Present
University of Denver  January 2008 - Present
Sand Cherry Associates  January 2014 - March 2015
Comcast Cable  March 2014 - January 2015
Broady Consulting   January 2005 - January 2014
Ciber, Inc.   2012 - 2013
Canoe Ventures  2009 - 2010
Sprint Cable Services   2007 - 2008
McClain Finlon Advertising  2006 - 2007
CollegeInvest   2006 - 2007

Skills
Direct Mail, Media Relations, Pricing, Vertical Marketing, Sales Channel..., Collateral, Marketing Strategy, Marketing, Product Development, Web Marketing, Social Media Marketing, Marketing Communications, Email Marketing, Blogging, Facebook, Website Development, Business Planning, Entrepreneurship, Marketing Research, Strategic Communications, Newsletters, Management, Team Building, Strategic Planning, Advertising Sales, Market Analysis, Brand Development, E-commerce, Social Media, Cross-functional Team..., Budgets, Strategy, Social Networking, Interactive Marketing, Copywriting, Online Marketing, Sales, Integrated Marketing, Non-profits, Affiliate Marketing, Project Management, Market Research, Digital Marketing, Nonprofits, Program Management, New Media, Public Speaking, Analytics, Consulting, Online Advertising

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1987 — 1989
Master of Business Administration (MBA), General MBA

University of Denver   2008 — 2010
Master Teacher Certification, 2010

Colorado College   1979 — 1983
Bachelor of Arts (BA), Political Economics, Cum Laude

Wilson High School

Scott Renick Scott Renick Greater Denver Area Details
Scott Renick's CollegeInvest Experience 2004 - 2008
Job Programmer at SageFire, Inc.
Industry Computer Software
Experience
SageFire, Inc.   June 2008 - Present
College-Assist  September 2005 - June 2008
CollegeInvest   2004 - 2008

Education
University of Colorado Denver   2000 — 2003

Cynthia Langan Cynthia Langan Greater Denver Area Details
Cynthia Langan's CollegeInvest Experience December 2007 - Present
Job Human Resource Manager at CollegeInvest
Industry Human Resources
Experience
CollegeInvest   December 2007 - Present
College Assist  2007 - Present
Samsonite Corporation  July 2003 - July 2007
Wand  January 2000 - July 2003

Education
University of Colorado at Denver   1979 — 1983
Bachelor's degree, Human Resources Management/Personnel Administration, General

Matt Wittern, APR Matt Wittern, APR Denver, Colorado Details
Matt Wittern, APR's CollegeInvest Experience January 2005 - March 2006
Job Public Affairs, Denver Water
Industry Public Relations and Communications
Experience
Denver Water  April 2015 - Present
Communication Infrastructure Group   March 2006 - April 2015
CollegeInvest   January 2005 - March 2006
T-REX Project   2002 - 2004
Lawscomm   1999 - 2000

Skills
Strategic Communications, Public Relations, Marketing Communications, Creative Direction, Crisis Communications, Media Relations, Community Outreach, Copywriting, Press Releases, Social Media Marketing, Social & Emotional..., Event Planning, Proposal Development, Proposal Writing, Manage Client..., Public Information, Project Management, Project Planning, Budgets, Analytical Skills, Strategic Planning, Applied Research, Stakeholder Management, Integrity, Leadership, Team Leadership, Creative Strategy, Organizational Skills, Creative Problem Solving, Training, Consulting, Corporate Communications, Internal Communications, Branding & Identity, Marketing, Newsletters

Education
Colorado State University   1995 — 1999
Bachelor of Arts (B.A.), Journalism and technical communication

Colorado State University   1995 — 1999
Bachelor of Arts (B.A.) Journalism and Technical Communication, Public Relations

Carla Castillo Carla Castillo Greater Denver Area Details
Carla Castillo's CollegeInvest Experience October 2008 - August 2010
Job Changing the world one student at a time!
Industry Higher Education
Experience
Colorado Department of Higher Education  January 2014 - Present
Denver Scholarship Foundation  August 2010 - June 2013
CESDA   2008 - 2013
CollegeInvest   October 2008 - August 2010
Focus Points Family Resource Center  May 2006 - May 2008

Skills
Curriculum Design, Curriculum Development, Strategic Planning, Staff Development, Higher Education, Event Planning, Educational Leadership, Project Management, Tutoring, Non-profits, Team Building, Public Relations, Classroom, Nonprofits, Adult Education, Community Outreach, Community Development, Student Development, Academic Advising, Workshop Facilitation, Spanish, Admissions, Student Financial Aid, Student Counseling, Social Networking, Intercultural..., Student Engagement, Program Development, Volunteer Management, Fundraising, Grant Writing, Program Evaluation, Student Affairs

Education
Regis University   2011 — 2013
Master of Science (M.S.), Nonprofit Management

University of Colorado at Boulder   2001 — 2006
Bachelor of Arts (B.A.), Psychology

CIEE Salvador Da Bahia, Brazil, Universidade Catolica de Salvador   2005 — 2005
Portuguese Language and Literature

Universidade Federal da Bahia   2005 — 2005
Portuguese Language and Literature

Jon Pagnozzi, MBA Jon Pagnozzi, MBA Denver, Colorado Details
Jon Pagnozzi, MBA's CollegeInvest Experience May 2013 - Present
Job Sales Director
Industry Investment Management
Experience
CollegeInvest   May 2013 - Present
PeopleFüd   2008 - April 2013
OppenheimerFunds  July 2006 - May 2010
Charles Schwab  1999 - 2006
Neighborhood Properties   1994 - 2005
Prudential Securities  1997 - 1999

Skills
Business Strategy, Operations Management, Strategic Planning, Direct Sales, Public Speaking, Marketing Strategy, Problem Solving, Strategy Development, Strategy, Customer Service, Program Management, Investments, Training, Sales, CRM, Management, Leadership, Financial Services, Mutual Funds, Retirement Planning

Education
University of Colorado Denver   2001 — 2004
MBA, Business

University of New Hampshire -- Peter T. Paul College of Business and Economics   1990 — 1992
BA, Business Administration

Debbie Schreiber, CPA Debbie Schreiber, CPA Greater Denver Area Details
Debbie Schreiber, CPA's CollegeInvest Experience April 2010 - July 2010
Job General Ledger Accountant at Swingle Lawn, Tree & Landscape Care
Industry Accounting
Experience
Swingle Lawn, Tree & Landscape Care   September 2014 - Present
DCP Midstream  October 2013 - November 2013
MediaNews Group  April 2013 - June 2013
StoneRiver  May 2011 - February 2013
Securcare Self Storage  September 2010 - January 2011
CollegeInvest   April 2010 - July 2010
Pro Build  August 2009 - December 2009
Forest City Enterprises  January 2005 - November 2008
Echostar  July 2004 - January 2005
Hein & Associates  January 2004 - June 2004

Skills
Sarbanes-Oxley Act, Payroll, Accounting, Internal Controls, Auditing, Accounts Payable, Accounts Receivable, Fixed Assets, Cash Flow, Journal Entries, Finance, SAP, Financial Statements, Tax, Internal Audit, Budgets, Bank Reconciliation, Great Plains Software, Invoicing, Financial Reporting

Education
Metropolitan State College of Denver   2000 — 2003
B.S. in Accounting, Accounting

Northern Montana College   1986 — 1990
Bachelors, Business Administration

Daniel Fredrickson, CFA Daniel Fredrickson, CFA Greater Denver Area Details
Daniel Fredrickson, CFA's CollegeInvest Experience August 2006 - May 2008
Job Director Corporate Finance at Western Union
Industry Financial Services
Experience
Western Union  May 2008 - Present
CollegeInvest   August 2006 - May 2008
LECG  March 2003 - May 2006

Skills
Financial Analysis, Strategic Planning, Financial Modeling, Financial Reporting, Data Analysis, Corporate Finance

Education
University of Colorado Boulder - Leeds School of Business   1998 — 2002
B.S., Finance

Choate Rosemary Hall   1995 — 1998