Colorado Capital Bank
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Colorado Capital Bank Employees
Employee
Years
Job
Industry
Jeff Halverson Jeff Halverson's Colorado Capital Bank Experience 2007 - 2009
Job Director APM Community Lending Partners
Industry Financial Services
Experience
American Pacific Mortgage February 2014 - Present
Solera National Bank 2010 - 2012
Colorado Capital Bank 2007 - 2009
Millennium Bank 2005 - 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Refinance, Loan Origination, Residential Mortgages, Customer Service, Microsoft Office, Public Speaking, Leadership, Banking, Microsoft Excel, Underwriting, Commercial Lending, Finance, Management
Education
Minnesota State University, Moorhead
Bachelor of Science (B.S.), Business Administration and Management, General
American Pacific Mortgage February 2014 - Present
Solera National Bank 2010 - 2012
Colorado Capital Bank 2007 - 2009
Millennium Bank 2005 - 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Refinance, Loan Origination, Residential Mortgages, Customer Service, Microsoft Office, Public Speaking, Leadership, Banking, Microsoft Excel, Underwriting, Commercial Lending, Finance, Management
Education
Minnesota State University, Moorhead
Bachelor of Science (B.S.), Business Administration and Management, General
Jenelle Reyna Jenelle Reyna's Colorado Capital Bank Experience 2009 - 2011
Job Broker/Desiger/Owner at Jenelle Reyna Home
Industry Real Estate
Experience
Jenelle Reyna Home January 2014 - Present
Colorado Golf Club November 2012 - February 2015
Colorado Capital Bank 2009 - 2011
Skills
Customer Service, Sales, Loans, Marketing, Management, First Time Home Buyers, Event Planning, Budgets, Real Estate, Negotiation, Leadership, Investment Properties, Microsoft Excel, Hospitality, Customer Satisfaction, Team Building, Event Management, Social Media, Inventory Management, Accounting
Education
University of Colorado Denver 2001 — 2002
Business, Management, Marketing, and Related Support Services
Colorado State University 1999 — 2001
Construction Management; Interior/Fashion Design
Jenelle Reyna Home January 2014 - Present
Colorado Golf Club November 2012 - February 2015
Colorado Capital Bank 2009 - 2011
Skills
Customer Service, Sales, Loans, Marketing, Management, First Time Home Buyers, Event Planning, Budgets, Real Estate, Negotiation, Leadership, Investment Properties, Microsoft Excel, Hospitality, Customer Satisfaction, Team Building, Event Management, Social Media, Inventory Management, Accounting
Education
University of Colorado Denver 2001 — 2002
Business, Management, Marketing, and Related Support Services
Colorado State University 1999 — 2001
Construction Management; Interior/Fashion Design
Nicole Lundock Nicole Lundock's Colorado Capital Bank Experience 2004 - 2007
Job Health Improvement Strategist at Cigna
Industry Hospital & Health Care
Experience
Cigna October 2013 - Present
Cigna July 2007 - October 2013
Colorado Capital Bank 2004 - 2007
Skills
Employee Benefits, Health Insurance, Healthcare, Wellness Coaching, Employee Wellness
Education
Metropolitan State College of Denver
Bachelor of Science (BS), Health/Health Care Administration/Management
Cigna October 2013 - Present
Cigna July 2007 - October 2013
Colorado Capital Bank 2004 - 2007
Skills
Employee Benefits, Health Insurance, Healthcare, Wellness Coaching, Employee Wellness
Education
Metropolitan State College of Denver
Bachelor of Science (BS), Health/Health Care Administration/Management
Sarah Rowland Sarah Rowland's Colorado Capital Bank Experience January 2011 - July 2011
Job Sales Administrator at Sunflower Bank
Industry Financial Services
Experience
Centennial Bank September 2015 - Present
Sunflower Bank June 2013 - May 2015
First Citizens Bank July 2011 - June 2013
Colorado Capital Bank January 2011 - July 2011
Colorado Capital Bank September 2007 - January 2011
GreenPoint Mortgage May 2005 - September 2007
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Loan Origination, Loans, Marketing, Microsoft Excel, Mortgage Banking, Mortgage Lending, Strategic Planning
Education
The University of Montana 1997 — 2001
Bachelor of Arts (BA), Business/Corporate Communications
Victoria University of Wellington 2000 — 2000
Pacific Area/Pacific Rim Studies
Centennial Bank September 2015 - Present
Sunflower Bank June 2013 - May 2015
First Citizens Bank July 2011 - June 2013
Colorado Capital Bank January 2011 - July 2011
Colorado Capital Bank September 2007 - January 2011
GreenPoint Mortgage May 2005 - September 2007
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Loan Origination, Loans, Marketing, Microsoft Excel, Mortgage Banking, Mortgage Lending, Strategic Planning
Education
The University of Montana 1997 — 2001
Bachelor of Arts (BA), Business/Corporate Communications
Victoria University of Wellington 2000 — 2000
Pacific Area/Pacific Rim Studies
Kevin Haber Kevin Haber's Colorado Capital Bank Experience June 2010 - August 2010
Job Rotational Accountant at QEP Resources, Inc.
Industry Financial Services
Experience
QEP Resources, Inc. January 2014 - Present
QEP Resources, Inc. May 2013 - January 2014
Northwestern Mutual May 2012 - September 2012
Self Employed May 2011 - August 2011
Colorado Capital Bank June 2010 - August 2010
Skills
Life Insurance, Investments, Strategic Financial..., Retirement Planning, Financial Modeling, Accounting, Financial Planning, Marketing, Social Media, Sales
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Finance and Accounting, Senior
QEP Resources, Inc. January 2014 - Present
QEP Resources, Inc. May 2013 - January 2014
Northwestern Mutual May 2012 - September 2012
Self Employed May 2011 - August 2011
Colorado Capital Bank June 2010 - August 2010
Skills
Life Insurance, Investments, Strategic Financial..., Retirement Planning, Financial Modeling, Accounting, Financial Planning, Marketing, Social Media, Sales
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Finance and Accounting, Senior
Cheryl Dukeman Cheryl Dukeman's Colorado Capital Bank Experience January 2005 - September 2011
Job EVP Bank Operations
Industry Banking
Experience
Central Bank and Trust (A Part of Farmers & Stockmens Bank) January 2014 - Present
Pikes Peak National Bank February 2012 - January 2014
First Citizens Bank formerly Colorado Capital Bank July 2011 - January 2012
Colorado Capital Bank January 2005 - September 2011
American National Bank July 2004 - January 2005
Alaska Commercial Fishing and Agriculture Bank November 2003 - June 2004
Vista Bank October 2000 - October 2003
Peoples National Bank - Colroado Springs, CO 2003 - 2003
Mt McKinley Bank May 1983 - July 2000
Skills
Banking Executive, Executive Management, Mergers, Project Management, Banking, Commercial Banking, Risk Management, Financial Analysis, Credit, Loans, Commercial Lending, Accounting, Cash Management, Small Business Lending, Budgets, Small Business, Investments, Mergers & Acquisitions, Consumer Lending, Finance, Portfolio Management, Financial Accounting, Credit Risk, Treasury Management, Strategic Planning, Mortgage Lending, Credit Analysis, Underwriting, Mortgage Banking, Construction Loans, Commercial Mortgages, Loan Origination
Education
Regis University 2008 — 2013
BS in Accounting (Presently enrolled)
ABA Compliance School 2006 — 2008
Compliance
Pacific Coast Banking School, University of Washington 1995 — 1998
Associates
Central Bank and Trust (A Part of Farmers & Stockmens Bank) January 2014 - Present
Pikes Peak National Bank February 2012 - January 2014
First Citizens Bank formerly Colorado Capital Bank July 2011 - January 2012
Colorado Capital Bank January 2005 - September 2011
American National Bank July 2004 - January 2005
Alaska Commercial Fishing and Agriculture Bank November 2003 - June 2004
Vista Bank October 2000 - October 2003
Peoples National Bank - Colroado Springs, CO 2003 - 2003
Mt McKinley Bank May 1983 - July 2000
Skills
Banking Executive, Executive Management, Mergers, Project Management, Banking, Commercial Banking, Risk Management, Financial Analysis, Credit, Loans, Commercial Lending, Accounting, Cash Management, Small Business Lending, Budgets, Small Business, Investments, Mergers & Acquisitions, Consumer Lending, Finance, Portfolio Management, Financial Accounting, Credit Risk, Treasury Management, Strategic Planning, Mortgage Lending, Credit Analysis, Underwriting, Mortgage Banking, Construction Loans, Commercial Mortgages, Loan Origination
Education
Regis University 2008 — 2013
BS in Accounting (Presently enrolled)
ABA Compliance School 2006 — 2008
Compliance
Pacific Coast Banking School, University of Washington 1995 — 1998
Associates
Andrea Sutter's Colorado Capital Bank Experience August 2006 - April 2011
Job Branch Manager at Axia Home Loans
Industry Financial Services
Experience
Axia Home Loans November 2014 - Present
Universal American Mortgage Company October 2013 - Present
Colorado Professionals January 2012 - Present
Eagle Home Mortgage 2013 - 2014
Colorado Capital Bank August 2006 - April 2011
Community First Bank April 2002 - April 2006
Vision Financial Services, Inc January 1996 - January 2002
Ryland Funding Group Funding January 1992 - January 1996
Kaiser Engineers National Testing January 1989 - January 1991
Skills
Mortgage, Loans, Residential, Teamwork, Pricing, Credit, Banking, Negotiation, Real Estate, Compliance, Financial Analysis, Core Competencies, Financial Analysis &..., Team Leadership &..., Strategic Planning &..., Risk Management, Team Building, Mortgage Lending, Customer Service, Strategic Planning, Sales, Investments, Loan Origination, Portfolio Management, Leadership, Marketing, Refinance, Management, Financial Modeling, Budgets, Analysis, FHA, Underwriting, Financial Services, Training, Strategy, Residential Homes, Finance, Investment Properties, First Time Home Buyers, Mortgage Banking, Credit Analysis
Education
Marylhurst University 2010 — 2012
Masters, Business Administration, Management and Operations
Red Rocks Community College 2009 — 2010
Associate's degree, Water Quality Management
University of Denver 2002 — 2006
Bachelor's degree, Business Administration
Hanau High School 1974 — 1977
Axia Home Loans November 2014 - Present
Universal American Mortgage Company October 2013 - Present
Colorado Professionals January 2012 - Present
Eagle Home Mortgage 2013 - 2014
Colorado Capital Bank August 2006 - April 2011
Community First Bank April 2002 - April 2006
Vision Financial Services, Inc January 1996 - January 2002
Ryland Funding Group Funding January 1992 - January 1996
Kaiser Engineers National Testing January 1989 - January 1991
Skills
Mortgage, Loans, Residential, Teamwork, Pricing, Credit, Banking, Negotiation, Real Estate, Compliance, Financial Analysis, Core Competencies, Financial Analysis &..., Team Leadership &..., Strategic Planning &..., Risk Management, Team Building, Mortgage Lending, Customer Service, Strategic Planning, Sales, Investments, Loan Origination, Portfolio Management, Leadership, Marketing, Refinance, Management, Financial Modeling, Budgets, Analysis, FHA, Underwriting, Financial Services, Training, Strategy, Residential Homes, Finance, Investment Properties, First Time Home Buyers, Mortgage Banking, Credit Analysis
Education
Marylhurst University 2010 — 2012
Masters, Business Administration, Management and Operations
Red Rocks Community College 2009 — 2010
Associate's degree, Water Quality Management
University of Denver 2002 — 2006
Bachelor's degree, Business Administration
Hanau High School 1974 — 1977
Andrew Wachter Andrew Wachter's Colorado Capital Bank Experience June 2007 - May 2010
Job Branch Sales Manager at EverBank
Industry Financial Services
Experience
EverBank October 2012 - Present
Wells Fargo Home Mortgage May 2010 - September 2012
Colorado Capital Bank June 2007 - May 2010
Wells Fargo Home Mortgage June 2003 - May 2007
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, Loans, Refinance
Education
Colorado State University 1994 — 1999
Business, Marketing
EverBank October 2012 - Present
Wells Fargo Home Mortgage May 2010 - September 2012
Colorado Capital Bank June 2007 - May 2010
Wells Fargo Home Mortgage June 2003 - May 2007
Skills
Mortgage Banking, Residential Mortgages, Mortgage Lending, Loans, Refinance
Education
Colorado State University 1994 — 1999
Business, Marketing
Andrew (Drew) Guthrie Andrew (Drew) Guthrie's Colorado Capital Bank Experience January 2011 - July 2011
Job Chief Operating Officer at The FoolProof Initiative
Industry Financial Services
Experience
The FoolProof Initiative July 2013 - Present
Veritate LLC July 2011 - Present
Colorado Capital Bank January 2011 - July 2011
Credit Union Association of Colorado May 2008 - January 2011
Elevations Credit Union January 2000 - April 2008
U of C Federal Credit Union 2000 - 2008
Skills
Risk Management, Banking, Compliance, Credit, Loans, Auditing, Training, Mortgage Lending, Finance, Management, Financial Literacy..., Credit Unions, Strategic Planning, Consumer Lending, Cash Management, Coaching, Executive Management
Education
Keller Graduate School of Management 2004 — 2007
MBA, Project Management
University of Colorado Boulder 1997 — 2002
BA, Communications
The FoolProof Initiative July 2013 - Present
Veritate LLC July 2011 - Present
Colorado Capital Bank January 2011 - July 2011
Credit Union Association of Colorado May 2008 - January 2011
Elevations Credit Union January 2000 - April 2008
U of C Federal Credit Union 2000 - 2008
Skills
Risk Management, Banking, Compliance, Credit, Loans, Auditing, Training, Mortgage Lending, Finance, Management, Financial Literacy..., Credit Unions, Strategic Planning, Consumer Lending, Cash Management, Coaching, Executive Management
Education
Keller Graduate School of Management 2004 — 2007
MBA, Project Management
University of Colorado Boulder 1997 — 2002
BA, Communications
Don Mayo Don Mayo's Colorado Capital Bank Experience December 2009 - April 2010
Job Manager, Portfolio Management at Fiserv ISS
Industry Financial Services
Experience
Colorado Capital Bank December 2009 - April 2010
Fiserv ISS November 2007 - December 2009
Re/Max August 2004 - November 2007
Great-West Life February 2002 - August 2004
Great-West Life April 1991 - February 2002
Education
Colorado State University 1982 — 1986
Bachelor of Science, Business Management
Colorado State University
Bachelor of Science, Business Administration
Colorado Capital Bank December 2009 - April 2010
Fiserv ISS November 2007 - December 2009
Re/Max August 2004 - November 2007
Great-West Life February 2002 - August 2004
Great-West Life April 1991 - February 2002
Education
Colorado State University 1982 — 1986
Bachelor of Science, Business Management
Colorado State University
Bachelor of Science, Business Administration
Barbara K. Brubaker, CPA's Colorado Capital Bank Experience September 2009 - December 2010
Job .
Industry Financial Services
Experience
Farm Credit July 2013 - Present
Non Profit Organization January 2011 - May 2013
Colorado Capital Bank September 2009 - December 2010
The Schuck Corporation October 2004 - September 2009
Challenger Learning Center of CO January 2002 - October 2004
Young Life November 2000 - November 2002
Skills
Forecasting, Budgets, Financial Reporting
Education
University of Northern Iowa 1985 — 1989
BA
Regis University
MBA
Farm Credit July 2013 - Present
Non Profit Organization January 2011 - May 2013
Colorado Capital Bank September 2009 - December 2010
The Schuck Corporation October 2004 - September 2009
Challenger Learning Center of CO January 2002 - October 2004
Young Life November 2000 - November 2002
Skills
Forecasting, Budgets, Financial Reporting
Education
University of Northern Iowa 1985 — 1989
BA
Regis University
MBA
Judy Malone Judy Malone's Colorado Capital Bank Experience February 2007 - April 2009
Job Mortgage Loan Officer at Solera Mortgage
Industry Financial Services
Experience
Residential Mortgage of Colorado April 2009 - Present
Solera National Bank 2012 - 2013
Colorado Capital Bank February 2007 - April 2009
Vectra Bank Colorado February 2000 - February 2007
Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, Loans, Loan Origination, Residential Mortgages, Banking, VA loans, Credit, Investment Properties, FHA financing, First Time Home Buyers, Finance, Credit Analysis
Education
The University of New Mexico
Associate's degree, Business Administration and Management, General
Residential Mortgage of Colorado April 2009 - Present
Solera National Bank 2012 - 2013
Colorado Capital Bank February 2007 - April 2009
Vectra Bank Colorado February 2000 - February 2007
Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, Loans, Loan Origination, Residential Mortgages, Banking, VA loans, Credit, Investment Properties, FHA financing, First Time Home Buyers, Finance, Credit Analysis
Education
The University of New Mexico
Associate's degree, Business Administration and Management, General
Samantha Broughton Samantha Broughton's Colorado Capital Bank Experience January 2006 - January 2010
Job Licensed Team Lead
Industry Financial Services
Experience
Eagle Home Mortgage February 2014 - Present
Citywide Home Loans June 2012 - December 2013
Cherry Creek Mortgage December 2010 - June 2012
Hancock & Lambert, LLC July 2010 - November 2010
Colorado Capital Bank January 2006 - January 2010
Lighthouse Mortgage January 2004 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Outlook, PowerPoint, Calyx Point, ADP Payroll, FHA, VA, Loans, Customer Service, Residential Mortgages, Credit, Underwriting, Sales, Credit Analysis, Mortgage Lending, Training, VA Loans, Mortgage Banking, Loan Origination, Investment Properties, Insurance, First Time Home Buyers
Education
National American University 2008 — 2012
Bachelor, Business Management, 3.5
West Valley High School 1996 — 1999
High School Diploma, Business Administration and Management, General
Eagle Home Mortgage February 2014 - Present
Citywide Home Loans June 2012 - December 2013
Cherry Creek Mortgage December 2010 - June 2012
Hancock & Lambert, LLC July 2010 - November 2010
Colorado Capital Bank January 2006 - January 2010
Lighthouse Mortgage January 2004 - January 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Outlook, PowerPoint, Calyx Point, ADP Payroll, FHA, VA, Loans, Customer Service, Residential Mortgages, Credit, Underwriting, Sales, Credit Analysis, Mortgage Lending, Training, VA Loans, Mortgage Banking, Loan Origination, Investment Properties, Insurance, First Time Home Buyers
Education
National American University 2008 — 2012
Bachelor, Business Management, 3.5
West Valley High School 1996 — 1999
High School Diploma, Business Administration and Management, General
DT McGrath DT McGrath's Colorado Capital Bank Experience June 2007 - May 2009
Job Business Development Executive at McKesson
Industry Pharmaceuticals
Experience
McKesson March 2015 - Present
MadeToBeMobile November 2012 - Present
Shadow Lane Enterprises August 2012 - Present
Queens Boulevard January 2008 - Present
McKesson April 2013 - March 2015
McKesson Corporation August 2011 - April 2013
McKesson December 2009 - August 2011
American Family Financial Services June 2009 - December 2009
Colorado Capital Bank June 2007 - May 2009
NEOPS, LLC August 2006 - June 2007
Skills
Pharmaceuticals, Drug Launches, Finance, Risk Management, SAP, DCI I-Core, Salesforce.com, Healthcare Distribution, Pharma Compliance, Credit Management, Investments, Hospital Operations, Debt Management, New Business Development, Organizational..., Business Change..., Supply Chain Management, FDA Regulations, SOX Compliance, FDIC, Microsoft Office, Excel, Mortgage Lending, Commercial Lending, Bankruptcy, Government Pricing, Department of Defense, Asset Based Lending, Non-profit Financial..., Web Applications, Venture Capital, Technology Start-up, Entrepreneurship, Mobile Applications, Wall Street, Financial Analysis, Microsoft Excel, Pharmaceutical Industry, Sarbanes-Oxley Act, DoD, Hospitals, FDA, Change Management, Strategy, Management, Sales, Leadership, Process Improvement, Business Development, Sales Operations
Education
University of Colorado at Boulder 2006 — 2008
MBA, Business Management and Corporate Finance, 4.0
Iona College 2002 — 2006
BBA, Business Management, Finance
McKesson March 2015 - Present
MadeToBeMobile November 2012 - Present
Shadow Lane Enterprises August 2012 - Present
Queens Boulevard January 2008 - Present
McKesson April 2013 - March 2015
McKesson Corporation August 2011 - April 2013
McKesson December 2009 - August 2011
American Family Financial Services June 2009 - December 2009
Colorado Capital Bank June 2007 - May 2009
NEOPS, LLC August 2006 - June 2007
Skills
Pharmaceuticals, Drug Launches, Finance, Risk Management, SAP, DCI I-Core, Salesforce.com, Healthcare Distribution, Pharma Compliance, Credit Management, Investments, Hospital Operations, Debt Management, New Business Development, Organizational..., Business Change..., Supply Chain Management, FDA Regulations, SOX Compliance, FDIC, Microsoft Office, Excel, Mortgage Lending, Commercial Lending, Bankruptcy, Government Pricing, Department of Defense, Asset Based Lending, Non-profit Financial..., Web Applications, Venture Capital, Technology Start-up, Entrepreneurship, Mobile Applications, Wall Street, Financial Analysis, Microsoft Excel, Pharmaceutical Industry, Sarbanes-Oxley Act, DoD, Hospitals, FDA, Change Management, Strategy, Management, Sales, Leadership, Process Improvement, Business Development, Sales Operations
Education
University of Colorado at Boulder 2006 — 2008
MBA, Business Management and Corporate Finance, 4.0
Iona College 2002 — 2006
BBA, Business Management, Finance
DIANNE CAYMAN DIANNE CAYMAN's Colorado Capital Bank Experience July 2007 - October 2010
Job Loan Portfolio Manager
Industry Banking
Experience
Centennial Bank August 2012 - Present
Centennial Bank May 2012 - August 2012
UMB Bank October 2010 - April 2012
Colorado Capital Bank July 2007 - October 2010
General Steel Corporation February 2006 - May 2007
Skills
Loans, Customer Service, Commercial Banking, Banking, Credit, Retail Banking, Commercial Lending, Consumer Lending, Treasury Management, Credit Analysis, Financial Analysis, Small Business Lending, Sales, Portfolio Management, Lines Of Credit, Cash Management, Mortgage Lending, Underwriting, Risk Management
Education
Regis University 2010 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Centennial Bank August 2012 - Present
Centennial Bank May 2012 - August 2012
UMB Bank October 2010 - April 2012
Colorado Capital Bank July 2007 - October 2010
General Steel Corporation February 2006 - May 2007
Skills
Loans, Customer Service, Commercial Banking, Banking, Credit, Retail Banking, Commercial Lending, Consumer Lending, Treasury Management, Credit Analysis, Financial Analysis, Small Business Lending, Sales, Portfolio Management, Lines Of Credit, Cash Management, Mortgage Lending, Underwriting, Risk Management
Education
Regis University 2010 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Chad Stoesz Chad Stoesz's Colorado Capital Bank Experience March 2008 - October 2009
Job Land Stewardship Coordinator
Industry Environmental Services
Experience
Wood River Land Trust May 2013 - Present
Wood River Land Trust May 2012 - August 2012
State of Colorado October 2011 - April 2012
Colorado Capital Bank March 2008 - October 2009
Air Academy Federal Credit Union May 2005 - January 2007
Bank of Choice January 2005 - May 2005
Skills
Conservation Easements, Environmental Monitoring, Conservation Management, Microsoft Excel, Microsoft Word, PeopleSoft, PowerPoint, 10 Key, Environmental Policy, Proposal Writing, ArcGIS, Event Management
Education
University of Colorado at Denver 2009 — 2011
Master's degree, Environmental Science, 3.72
Metropolitan State College of Denver 2002 — 2006
Bachelor's degree, Behavioral Sciences, 3.2
Wood River Land Trust May 2013 - Present
Wood River Land Trust May 2012 - August 2012
State of Colorado October 2011 - April 2012
Colorado Capital Bank March 2008 - October 2009
Air Academy Federal Credit Union May 2005 - January 2007
Bank of Choice January 2005 - May 2005
Skills
Conservation Easements, Environmental Monitoring, Conservation Management, Microsoft Excel, Microsoft Word, PeopleSoft, PowerPoint, 10 Key, Environmental Policy, Proposal Writing, ArcGIS, Event Management
Education
University of Colorado at Denver 2009 — 2011
Master's degree, Environmental Science, 3.72
Metropolitan State College of Denver 2002 — 2006
Bachelor's degree, Behavioral Sciences, 3.2
Leigh Ann Gruenewald's Colorado Capital Bank Experience July 2008 - March 2011
Job Corporate Communications Coordinator at Parkside Financial Bank & Trust
Industry Marketing and Advertising
Experience
Parkside Financial Bank & Trust February 2015 - Present
Custom Portfolio Group LLC March 2011 - February 2015
Colorado Capital Bank July 2008 - March 2011
Merrill Lynch May 2006 - June 2008
Skills
Marketing, Business Development, Customer Service, Event Planning, Team Leadership, Project Management, Proposal Writing, Customer Retention, Microsoft Excel, Corporate Communications, Public Relations, Brand Management, Relationship Management, Client Retention, Strengthening Client..., Junxure, Portfolio Center, Prezi, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Advertising
Parkside Financial Bank & Trust February 2015 - Present
Custom Portfolio Group LLC March 2011 - February 2015
Colorado Capital Bank July 2008 - March 2011
Merrill Lynch May 2006 - June 2008
Skills
Marketing, Business Development, Customer Service, Event Planning, Team Leadership, Project Management, Proposal Writing, Customer Retention, Microsoft Excel, Corporate Communications, Public Relations, Brand Management, Relationship Management, Client Retention, Strengthening Client..., Junxure, Portfolio Center, Prezi, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Advertising
Roxana L. Phelps Roxana L. Phelps's Colorado Capital Bank Experience October 2006 - July 2011
Job Data Entry/Billing Clerk at Spanish Peaks Regional Health Center
Industry Banking
Experience
Spanish Peaks Regional Health Center November 2012 - Present
RRR Enterprises LLC 2006 - Present
First Citizens Bank July 2011 - December 2011
Colorado Capital Bank October 2006 - July 2011
Guaranty Bank & Trust May 2003 - October 2006
Community First National Bank March 1993 - May 2003
Bank One September 1986 - March 1993
Skills
Managing Employees, Organizational..., Compliance, Team Leadership, Security, Human Resource..., Sales Management, Reliability, Independent Thinker, Customer Service, Coaching, Process Improvement, Loans, Management, Recruiting, Vendor Management, Banking, Mergers & Acquisitions, Financial Analysis, Insurance, Leadership, Accounting, Human Resources, Risk Management, Business Development, Team Building, Marketing, Change Management, Investments, Strategic Planning, Budgets, Finance, Analysis, Training, Free Thinking, Commercial Banking
Education
University of Northern Colorado 1972 — 1973
Special Education
Front Range Community College
Computer Programming
Spanish Peaks Regional Health Center November 2012 - Present
RRR Enterprises LLC 2006 - Present
First Citizens Bank July 2011 - December 2011
Colorado Capital Bank October 2006 - July 2011
Guaranty Bank & Trust May 2003 - October 2006
Community First National Bank March 1993 - May 2003
Bank One September 1986 - March 1993
Skills
Managing Employees, Organizational..., Compliance, Team Leadership, Security, Human Resource..., Sales Management, Reliability, Independent Thinker, Customer Service, Coaching, Process Improvement, Loans, Management, Recruiting, Vendor Management, Banking, Mergers & Acquisitions, Financial Analysis, Insurance, Leadership, Accounting, Human Resources, Risk Management, Business Development, Team Building, Marketing, Change Management, Investments, Strategic Planning, Budgets, Finance, Analysis, Training, Free Thinking, Commercial Banking
Education
University of Northern Colorado 1972 — 1973
Special Education
Front Range Community College
Computer Programming
Donna Lance, J.D., M.B.A's Colorado Capital Bank Experience September 2003 - March 2011
Job Member at Law Offices of Donna L. Lance, LLC
Industry Financial Services
Experience
Law Offices of Donna L. Lance, LLC April 2011 - Present
Colorado Capital Bank September 2003 - March 2011
Koch Industries, Inc. May 1995 - September 2003
Skills
Bank Secrecy Act, Project Management, Banking, Tax, Budgets, Start-ups, Risk Management, Finance, Leadership, Treasury Management, Due Diligence, Commercial Banking, Executive Management, Corporate Governance, Commercial Mortgages, Management, Commercial Lending, Mergers & Acquisitions, Financial Analysis, Loans, Investments, Portfolio Management, Cash Management, Small Business Lending, Credit, Credit Analysis
Education
Washburn University School of Law 1992 — 1995
The University of Kansas 1972 — 1978
MBA, Accounting, Finance, Business Administration
Law Offices of Donna L. Lance, LLC April 2011 - Present
Colorado Capital Bank September 2003 - March 2011
Koch Industries, Inc. May 1995 - September 2003
Skills
Bank Secrecy Act, Project Management, Banking, Tax, Budgets, Start-ups, Risk Management, Finance, Leadership, Treasury Management, Due Diligence, Commercial Banking, Executive Management, Corporate Governance, Commercial Mortgages, Management, Commercial Lending, Mergers & Acquisitions, Financial Analysis, Loans, Investments, Portfolio Management, Cash Management, Small Business Lending, Credit, Credit Analysis
Education
Washburn University School of Law 1992 — 1995
The University of Kansas 1972 — 1978
MBA, Accounting, Finance, Business Administration
Lisa McKean Lisa McKean's Colorado Capital Bank Experience January 2005 - July 2011
Job SENIOR VICE PRESIDENT AT REDSTONE BANK
Industry Banking
Experience
REDSTONE BANK September 2014 - Present
Heartland Bank February 2013 - June 2014
Heartland Bank May 2012 - February 2013
Colorado Capital Bank January 2005 - July 2011
Bank of the West 1998 - 2005
US BANK May 1975 - November 1998
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Small Business Lending, Real Estate, Consumer Lending, Credit Analysis, Commercial Mortgages, Mortgage Lending, Credit, Credit Risk, Treasury Management, Business Development, Finance, Lines Of Credit, Asset Based Lending, Mortgage Banking, Portfolio Management, Refinance, Loan Origination, Cash Management, New Business Development, Investments, Underwriting, Risk Management, Private Banking, Retail Banking, Internet Banking, Commercial Real Estate, Construction Loans, SBA, Residential Mortgages, Relationship Management, Financial Risk, Financial Analysis
Education
Metropolitan State College of Denver
REDSTONE BANK September 2014 - Present
Heartland Bank February 2013 - June 2014
Heartland Bank May 2012 - February 2013
Colorado Capital Bank January 2005 - July 2011
Bank of the West 1998 - 2005
US BANK May 1975 - November 1998
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Small Business Lending, Real Estate, Consumer Lending, Credit Analysis, Commercial Mortgages, Mortgage Lending, Credit, Credit Risk, Treasury Management, Business Development, Finance, Lines Of Credit, Asset Based Lending, Mortgage Banking, Portfolio Management, Refinance, Loan Origination, Cash Management, New Business Development, Investments, Underwriting, Risk Management, Private Banking, Retail Banking, Internet Banking, Commercial Real Estate, Construction Loans, SBA, Residential Mortgages, Relationship Management, Financial Risk, Financial Analysis
Education
Metropolitan State College of Denver
Benjamin Martin, MBA's Colorado Capital Bank Experience July 2008 - December 2008
Job
Industry Banking
Experience
Mountain View Bank of Commerce October 2014 - Present
Art from Ashes January 2009 - Present
Solera National Bank April 2013 - October 2014
Solera National Bank August 2011 - April 2013
Wells Fargo Bank December 2009 - August 2011
Wells Fargo December 2008 - December 2009
Colorado Capital Bank July 2008 - December 2008
Colorado Capital Bank January 2007 - December 2008
US Bank/US Bancorp Investments October 2001 - December 2006
Skills
Commercial Banking, Underwriting, Credit, Banking, Small Business Lending, Financial Analysis, Commercial Lending, Cash Flow, Treasury Management, Business Development, Small Business, Credit Analysis, Loans, Portfolio Management, Consumer Lending, Lines Of Credit, Risk Management, Mortgage Lending, Commercial Mortgages, Credit Risk, Loan Origination, Cash Management
Education
University of Phoenix 2005 — 2006
MBA, Business Administration
Luther College 1997 — 2001
Bachelor of Arts, Business Management, International Business, German
Mountain View Bank of Commerce October 2014 - Present
Art from Ashes January 2009 - Present
Solera National Bank April 2013 - October 2014
Solera National Bank August 2011 - April 2013
Wells Fargo Bank December 2009 - August 2011
Wells Fargo December 2008 - December 2009
Colorado Capital Bank July 2008 - December 2008
Colorado Capital Bank January 2007 - December 2008
US Bank/US Bancorp Investments October 2001 - December 2006
Skills
Commercial Banking, Underwriting, Credit, Banking, Small Business Lending, Financial Analysis, Commercial Lending, Cash Flow, Treasury Management, Business Development, Small Business, Credit Analysis, Loans, Portfolio Management, Consumer Lending, Lines Of Credit, Risk Management, Mortgage Lending, Commercial Mortgages, Credit Risk, Loan Origination, Cash Management
Education
University of Phoenix 2005 — 2006
MBA, Business Administration
Luther College 1997 — 2001
Bachelor of Arts, Business Management, International Business, German
Erin Maul Erin Maul's Colorado Capital Bank Experience March 2009 - May 2010
Job AVP, Applications Manager at Centennial Bank
Industry Banking
Experience
Centennial Bank October 2012 - Present
Centennial Bank May 2010 - May 2012
Colorado Capital Bank March 2009 - May 2010
Bank of the West March 2006 - March 2009
Skills
Treasury Management, Commercial Banking, Analysis, Commercial Lending, Banking, Internet Banking, ACH, Cash Flow, Customer Service, Customer Retention, Remote Deposit Capture, Cash Management, Program Improvement, Relationship Management, Banking Operations, Cash Handling, Jack Henry, Risk Analysis, Vendor Management, Community Banking, Real Estate
Education
Kaplan College-Denver 2013 — 2013
Real Estate
University of Colorado at Denver 2003 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Cherry Creek High School 1999 — 2003
Centennial Bank October 2012 - Present
Centennial Bank May 2010 - May 2012
Colorado Capital Bank March 2009 - May 2010
Bank of the West March 2006 - March 2009
Skills
Treasury Management, Commercial Banking, Analysis, Commercial Lending, Banking, Internet Banking, ACH, Cash Flow, Customer Service, Customer Retention, Remote Deposit Capture, Cash Management, Program Improvement, Relationship Management, Banking Operations, Cash Handling, Jack Henry, Risk Analysis, Vendor Management, Community Banking, Real Estate
Education
Kaplan College-Denver 2013 — 2013
Real Estate
University of Colorado at Denver 2003 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Cherry Creek High School 1999 — 2003
Basil Blume Basil Blume's Colorado Capital Bank Experience June 2008 - October 2009
Job Finance Professional
Industry Financial Services
Experience
CIC Bancshares, Inc. December 2009 - June 2011
Colorado Capital Bank June 2008 - October 2009
Colorado Capital Bank August 2003 - August 2008
Centennial Bank of the West 2001 - 2003
Skills
Analytics, Banking, Finance, Information Systems, Financial Analysis, Business Analysis, Risk Management, Portfolio Management, Credit, Vendor Management, Executive Management, Management, Business Process, Analysis, Mergers & Acquisitions, Managerial Finance, Cross-functional Team..., Commercial Banking, Loans, Financial Services, Treasury Management, Commercial Lending, Financial Risk, Cash Management, Internal Audit, Financial Institutions, ALM, Credit Analysis, Financial Modeling, Credit Risk, Investments, Corporate Finance, Small Business Lending, Funding, Interest Rate Risk..., Liquidity Management, Loan Origination, Due Diligence, Asset Based Lending, Valuation, Consumer Lending, Capital Markets, Financial Structuring, Mortgage Lending
Education
University of Colorado at Boulder 2004 — 2006
MS, Graduate School of Banking
Colorado State University 1990 — 1991
MBA, Finance
Colorado State University 1985 — 1987
BS, Finance and Real Estate
CIC Bancshares, Inc. December 2009 - June 2011
Colorado Capital Bank June 2008 - October 2009
Colorado Capital Bank August 2003 - August 2008
Centennial Bank of the West 2001 - 2003
Skills
Analytics, Banking, Finance, Information Systems, Financial Analysis, Business Analysis, Risk Management, Portfolio Management, Credit, Vendor Management, Executive Management, Management, Business Process, Analysis, Mergers & Acquisitions, Managerial Finance, Cross-functional Team..., Commercial Banking, Loans, Financial Services, Treasury Management, Commercial Lending, Financial Risk, Cash Management, Internal Audit, Financial Institutions, ALM, Credit Analysis, Financial Modeling, Credit Risk, Investments, Corporate Finance, Small Business Lending, Funding, Interest Rate Risk..., Liquidity Management, Loan Origination, Due Diligence, Asset Based Lending, Valuation, Consumer Lending, Capital Markets, Financial Structuring, Mortgage Lending
Education
University of Colorado at Boulder 2004 — 2006
MS, Graduate School of Banking
Colorado State University 1990 — 1991
MBA, Finance
Colorado State University 1985 — 1987
BS, Finance and Real Estate
Raymond Huff Raymond Huff's Colorado Capital Bank Experience 2005 - January 2011
Job President HJB Convenience, Principle Tenderfoot Software
Industry Retail
Experience
HJB Convenience Corp dba Russell's Convenience & Tenderfoot Software August 2004 - Present
Ralston House 2010 - 2015
Overlook at Bear Creek HOA 2005 - 2015
McLane Company, Inc. 1994 - 2015
Villa Montana HOA March 1999 - 2014
NACS 2013 - 2013
Colorado Capital Bank 2005 - January 2011
Vistage International 2007 - 2009
Trans Pacific Stores, ltd 1983 - 2004
Marriott Corporation August 1968 - September 1983
Skills
Non-profits, Accounting, Retail, Lead Generation, Technical Writing, Online Advertising, Mobile Applications, Sales, Nonprofits, Delphi, Strategy
Education
VMWare Users Group
Sever virtualization
Delphi Developer Days
Software development
Howard University 1970 — 1973
Accounting and Business/Management
HJB Convenience Corp dba Russell's Convenience & Tenderfoot Software August 2004 - Present
Ralston House 2010 - 2015
Overlook at Bear Creek HOA 2005 - 2015
McLane Company, Inc. 1994 - 2015
Villa Montana HOA March 1999 - 2014
NACS 2013 - 2013
Colorado Capital Bank 2005 - January 2011
Vistage International 2007 - 2009
Trans Pacific Stores, ltd 1983 - 2004
Marriott Corporation August 1968 - September 1983
Skills
Non-profits, Accounting, Retail, Lead Generation, Technical Writing, Online Advertising, Mobile Applications, Sales, Nonprofits, Delphi, Strategy
Education
VMWare Users Group
Sever virtualization
Delphi Developer Days
Software development
Howard University 1970 — 1973
Accounting and Business/Management
Preston Panza Preston Panza's Colorado Capital Bank Experience November 2007 - April 2011
Job Storage Engineer/Administrator at Janus Capital Group
Industry Information Technology and Services
Experience
Janus Capital Group March 2014 - Present
National Multiple Sclerosis Society May 2011 - March 2014
Colorado Capital Bank November 2007 - April 2011
SOURCECORP October 2006 - November 2007
NovaStar Mortgage November 1999 - October 2006
Integrated Partnerships June 1998 - November 1999
Skills
SDLC, Project Management, Vendor Management, Citrix, Cloud Computing, Active Directory, Servers, Troubleshooting, NetApp, Process Improvement, Microsoft Office, Windows, Microsoft Certified..., Virtualization, Budgets, Program Management, Risk Management, Strategic Planning, Windows Server, SharePoint, Exchange 2010, Cisco IOS, VMware Infrastructure, Windows 7, Disaster Recovery, Microsoft Exchange, VMware ESX, VMware, Technical Support, System Administration, Storage, VPN, Data Center, Cisco Technologies, Security, IT Operations, Networking, Hardware, HP, Storage Area Networks, Firewalls, Switches, Group Policy, Routers, Printers, Wireless Networking, WAN, Enterprise Software, APC UPS, Aruba Wireless
Education
University of San Diego 1994 — 1998
Bachelor of Arts, Business Administration
Richmond College (London, UK) 1997 — 1997
International Business
Janus Capital Group March 2014 - Present
National Multiple Sclerosis Society May 2011 - March 2014
Colorado Capital Bank November 2007 - April 2011
SOURCECORP October 2006 - November 2007
NovaStar Mortgage November 1999 - October 2006
Integrated Partnerships June 1998 - November 1999
Skills
SDLC, Project Management, Vendor Management, Citrix, Cloud Computing, Active Directory, Servers, Troubleshooting, NetApp, Process Improvement, Microsoft Office, Windows, Microsoft Certified..., Virtualization, Budgets, Program Management, Risk Management, Strategic Planning, Windows Server, SharePoint, Exchange 2010, Cisco IOS, VMware Infrastructure, Windows 7, Disaster Recovery, Microsoft Exchange, VMware ESX, VMware, Technical Support, System Administration, Storage, VPN, Data Center, Cisco Technologies, Security, IT Operations, Networking, Hardware, HP, Storage Area Networks, Firewalls, Switches, Group Policy, Routers, Printers, Wireless Networking, WAN, Enterprise Software, APC UPS, Aruba Wireless
Education
University of San Diego 1994 — 1998
Bachelor of Arts, Business Administration
Richmond College (London, UK) 1997 — 1997
International Business
T. Fanning's Colorado Capital Bank Experience May 2007 - May 2010
Job @ Home Loan Mortgage
Industry Banking
Experience
Home Loan Mortgage May 2001 - Present
Colorado Capital Bank May 2007 - May 2010
LAND TITLE GUARANTEE COMPANY April 2001 - August 2001
LONGMONT HIGH SCHOOL FRESHMAN BASEBALL TEAM April 2001 - August 2001
Skills
Loans, Mortgage, Refinance, Construction Loans, Commercial Lending, Home, Real Estate, Customer Service, Banking, Mortgage Lending, FHA financing, Loan Origination, Reverse Mortgages, Commercial Mortgages, Investments, Insurance, Investment Properties, USDA, Residential Homes, Certified Mortgage..., FHA, Real Estate Economics, Mortgage Banking, Credit, VA loans, Real Estate Financing, First Time Home Buyers, Home Equity Loans, Small Business Lending, Underwriting, Mortgage Underwriting, Consumer Lending, Finance, Loan Servicing, Home Equity Lines of..., Commercial Banking
Education
Colorado State University 1997 — 2001
Bachelor of Science, Business Administration; Computer Information Systems
Longmont High School 1994 — 1997
Home Loan Mortgage May 2001 - Present
Colorado Capital Bank May 2007 - May 2010
LAND TITLE GUARANTEE COMPANY April 2001 - August 2001
LONGMONT HIGH SCHOOL FRESHMAN BASEBALL TEAM April 2001 - August 2001
Skills
Loans, Mortgage, Refinance, Construction Loans, Commercial Lending, Home, Real Estate, Customer Service, Banking, Mortgage Lending, FHA financing, Loan Origination, Reverse Mortgages, Commercial Mortgages, Investments, Insurance, Investment Properties, USDA, Residential Homes, Certified Mortgage..., FHA, Real Estate Economics, Mortgage Banking, Credit, VA loans, Real Estate Financing, First Time Home Buyers, Home Equity Loans, Small Business Lending, Underwriting, Mortgage Underwriting, Consumer Lending, Finance, Loan Servicing, Home Equity Lines of..., Commercial Banking
Education
Colorado State University 1997 — 2001
Bachelor of Science, Business Administration; Computer Information Systems
Longmont High School 1994 — 1997
Ross Connell's Colorado Capital Bank Experience October 2006 - March 2008
Job Global Relationship Manager, Vice President at State Street Bank
Industry Banking
Experience
State Street Bank July 2011 - Present
State Street Australia Ltd April 2008 - July 2011
Colorado Capital Bank October 2006 - March 2008
State Street Bank – Dublin, Ireland September 2005 - May 2006
State Street Bank September 2004 - September 2005
State Street Bank February 2001 - September 2004
Skills
Mutual Funds, Fund Accounting, Middle Office, Global Custody, Fund Administration, Financial Services, Risk Management, Back Office, Securities Lending, New Business Development, Management, Relationship Management, Strategy, CRM, Capital Markets, Asset Management, Fixed Income, Equities
Education
TRIUM Global Executive MBA 2013 — 2015
Master of Business Administration (M.B.A.)
The Manchester Metropolitan University 1995 — 1999
BSc Hons, Business Studies & Sports Science
South Island School
State Street Bank July 2011 - Present
State Street Australia Ltd April 2008 - July 2011
Colorado Capital Bank October 2006 - March 2008
State Street Bank – Dublin, Ireland September 2005 - May 2006
State Street Bank September 2004 - September 2005
State Street Bank February 2001 - September 2004
Skills
Mutual Funds, Fund Accounting, Middle Office, Global Custody, Fund Administration, Financial Services, Risk Management, Back Office, Securities Lending, New Business Development, Management, Relationship Management, Strategy, CRM, Capital Markets, Asset Management, Fixed Income, Equities
Education
TRIUM Global Executive MBA 2013 — 2015
Master of Business Administration (M.B.A.)
The Manchester Metropolitan University 1995 — 1999
BSc Hons, Business Studies & Sports Science
South Island School
Beth Chabot's Colorado Capital Bank Experience June 2006 - July 2011
Job Regional Government & Non Proft Deposit Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2012 - Present
First Citizens Bank July 2011 - July 2012
Colorado Capital Bank June 2006 - July 2011
Commercial Property & HOA Management Services March 2003 - April 2005
Vail Resorts 1999 - 2003
East West Resorts 1997 - 1999
Sugarloaf USA 1992 - 1994
Skills
Relationship Development, Budgeting, Customer Service, Property Management, Customer Relations, Sales Management, New Business Development, Banking, Budgets, Finance, Business Development, Cash Management, Event Management, Investments, Leadership, Management, Marketing, Marketing Strategy, Sales, Social Media Marketing, Treasury Management
Education
Simmons College 1986 — 1990
BA, Communications
Wells Fargo September 2012 - Present
First Citizens Bank July 2011 - July 2012
Colorado Capital Bank June 2006 - July 2011
Commercial Property & HOA Management Services March 2003 - April 2005
Vail Resorts 1999 - 2003
East West Resorts 1997 - 1999
Sugarloaf USA 1992 - 1994
Skills
Relationship Development, Budgeting, Customer Service, Property Management, Customer Relations, Sales Management, New Business Development, Banking, Budgets, Finance, Business Development, Cash Management, Event Management, Investments, Leadership, Management, Marketing, Marketing Strategy, Sales, Social Media Marketing, Treasury Management
Education
Simmons College 1986 — 1990
BA, Communications
Allison Closson's Colorado Capital Bank Experience April 2007 - March 2011
Job Senior Vice President at AmFirst Bank, N.A.
Industry Banking
Experience
AmFirst Bank, N.A. July 2012 - Present
Colorado Community Bank May 2011 - August 2012
Colorado Capital Bank April 2007 - March 2011
Heritage Bank February 2000 - March 2007
Skills
Small Business Lending, Underwriting, Commercial Lending, Commercial Banking, Loans, Commercial Mortgages, Credit Analysis, Banking, Construction Loans, Credit Risk, Loan Origination, Financial Analysis
Education
Arizona State University 1989 — 1993
BS, Criminal Justice
AmFirst Bank, N.A. July 2012 - Present
Colorado Community Bank May 2011 - August 2012
Colorado Capital Bank April 2007 - March 2011
Heritage Bank February 2000 - March 2007
Skills
Small Business Lending, Underwriting, Commercial Lending, Commercial Banking, Loans, Commercial Mortgages, Credit Analysis, Banking, Construction Loans, Credit Risk, Loan Origination, Financial Analysis
Education
Arizona State University 1989 — 1993
BS, Criminal Justice
David Twibell's Colorado Capital Bank Experience February 2005 - February 2011
Job President at Custom Portfolio Group LLC
Industry Investment Management
Experience
Custom Portfolio Group LLC February 2011 - Present
Colorado Capital Bank February 2005 - February 2011
Education
University of California, Berkeley - School of Law 1988 — 1991
Santa Clara University 1984 — 1988
BS, Finance
Custom Portfolio Group LLC February 2011 - Present
Colorado Capital Bank February 2005 - February 2011
Education
University of California, Berkeley - School of Law 1988 — 1991
Santa Clara University 1984 — 1988
BS, Finance
Laura Duffy's Colorado Capital Bank Experience January 2010 - February 2010
Job Nutritionist at Academy Laser Dentistry
Industry Health, Wellness and Fitness
Experience
Academy Laser Dentistry June 2013 - Present
Natural Grocers by Vitamin Cottage February 2011 - July 2012
Colorado Capital Bank January 2010 - February 2010
Wells Fargo Bank October 2007 - September 2009
Wells Fargo Bank January 2007 - October 2007
Wells Fargo Bank April 2005 - January 2007
Wells Fargo Bank March 2004 - April 2005
Wells Fargo Bank June 2003 - March 2004
Wells Fargo Bank October 2002 - June 2003
Education
American College of Healthcare Sciences 2010 — 2011
Certificate, Holistic Nutrition Consulting
University of Colorado Colorado Springs 2006 — 2009
MBA, Finance
University of Colorado Colorado Springs 2001 — 2006
Bachelors, Sociology
Academy Laser Dentistry June 2013 - Present
Natural Grocers by Vitamin Cottage February 2011 - July 2012
Colorado Capital Bank January 2010 - February 2010
Wells Fargo Bank October 2007 - September 2009
Wells Fargo Bank January 2007 - October 2007
Wells Fargo Bank April 2005 - January 2007
Wells Fargo Bank March 2004 - April 2005
Wells Fargo Bank June 2003 - March 2004
Wells Fargo Bank October 2002 - June 2003
Education
American College of Healthcare Sciences 2010 — 2011
Certificate, Holistic Nutrition Consulting
University of Colorado Colorado Springs 2006 — 2009
MBA, Finance
University of Colorado Colorado Springs 2001 — 2006
Bachelors, Sociology
Dan Hattrup's Colorado Capital Bank Experience November 2009 - March 2011
Job Rugby World Cup get it OTT from UniversalSports at rwc2015ppv.com
Industry Telecommunications
Experience
Comcast Cable April 2015 - Present
DIRECTV July 2013 - April 2015
Contract Roles October 2012 - July 2013
WJ Bradley Mortgage Capital, LLC September 2011 - August 2012
Colorado Capital Bank November 2009 - March 2011
Colorado Capital Bank October 2008 - November 2009
University of Colorado at Denver June 2008 - May 2009
Regis University August 2005 - August 2008
University of Colorado at Denver August 2005 - August 2008
Charles Schwab & Co. January 2002 - June 2005
Skills
Analysis, Risk Management, Business Analysis, Finance, Process Improvement, Budgets, Analytics, CRM, Project Management, Coaching, Leadership, Strategic Planning, Training, Business Intelligence, Forecasting, Marketing, Financial Modeling, Business Strategy, Executive Management, Corporate Finance, Mergers & Acquisitions, Banking, Project Planning, Investments, Data Analysis, Competitive Analysis, Economics, Business Process..., Policy Analysis, Econometrics, Project Coordination, Risk Analysis, Enterprise Risk..., Compliance, Financial Regulation, Regulatory Analysis, Tableau, Training Delivery, Financial Analysis, SAS, Big Data, Budgeting, Agile Project Management, Machine Learning, Hive
Education
University of Colorado at Denver 2006 — 2014
Doctor of Philosophy (PhD), Public Policy
University of Colorado Denver 2004 — 2006
MA, Economics
Regis University 2001 — 2002
MBA, Accounting / Finance, International Business
Regis University 1990 — 1994
BA/BS, Business Administration, Political Science, Philosophy
Comcast Cable April 2015 - Present
DIRECTV July 2013 - April 2015
Contract Roles October 2012 - July 2013
WJ Bradley Mortgage Capital, LLC September 2011 - August 2012
Colorado Capital Bank November 2009 - March 2011
Colorado Capital Bank October 2008 - November 2009
University of Colorado at Denver June 2008 - May 2009
Regis University August 2005 - August 2008
University of Colorado at Denver August 2005 - August 2008
Charles Schwab & Co. January 2002 - June 2005
Skills
Analysis, Risk Management, Business Analysis, Finance, Process Improvement, Budgets, Analytics, CRM, Project Management, Coaching, Leadership, Strategic Planning, Training, Business Intelligence, Forecasting, Marketing, Financial Modeling, Business Strategy, Executive Management, Corporate Finance, Mergers & Acquisitions, Banking, Project Planning, Investments, Data Analysis, Competitive Analysis, Economics, Business Process..., Policy Analysis, Econometrics, Project Coordination, Risk Analysis, Enterprise Risk..., Compliance, Financial Regulation, Regulatory Analysis, Tableau, Training Delivery, Financial Analysis, SAS, Big Data, Budgeting, Agile Project Management, Machine Learning, Hive
Education
University of Colorado at Denver 2006 — 2014
Doctor of Philosophy (PhD), Public Policy
University of Colorado Denver 2004 — 2006
MA, Economics
Regis University 2001 — 2002
MBA, Accounting / Finance, International Business
Regis University 1990 — 1994
BA/BS, Business Administration, Political Science, Philosophy
Barb Wilcox's Colorado Capital Bank Experience September 2004 - Present
Job Senior Vice President Director of Treasury Management at Colorado Capital Bank
Industry Banking
Experience
Colorado Capital Bank September 2004 - Present
Education
South Dakota State University 1976 — 1980
Colorado Capital Bank September 2004 - Present
Education
South Dakota State University 1976 — 1980
Kim Lindeen's Colorado Capital Bank Experience November 2005 - November 2009
Job IT Security Analyst III
Industry Information Technology and Services
Experience
Catholic Health Initiatives August 2012 - Present
GBprotect February 2012 - July 2012
Centennial Bank 2010 - January 2012
Colorado Capital Bank November 2005 - November 2009
Centrix Financial December 2003 - September 2005
Standard & Poor's June 2001 - November 2003
Microsoft Buisnes Solutions-FRx software 1998 - 2001
Customer Insight Company 1995 - 1998
Skills
Banking, Risk Management, Business Analysis, Vendor Management, Process Improvement, Information Security, Software Documentation, Security, Documentation, Management, Business Process, Quality Assurance, Information Technology, Testing, SDLC, Training, IT Management, ERP, Requirements Analysis, Outsourcing, Enterprise Software, SharePoint
Education
University of Phoenix 1998 — 2000
BA, Business Management
American River Jr College 1982 — 1984
AA, Banking and Finance
Catholic Health Initiatives August 2012 - Present
GBprotect February 2012 - July 2012
Centennial Bank 2010 - January 2012
Colorado Capital Bank November 2005 - November 2009
Centrix Financial December 2003 - September 2005
Standard & Poor's June 2001 - November 2003
Microsoft Buisnes Solutions-FRx software 1998 - 2001
Customer Insight Company 1995 - 1998
Skills
Banking, Risk Management, Business Analysis, Vendor Management, Process Improvement, Information Security, Software Documentation, Security, Documentation, Management, Business Process, Quality Assurance, Information Technology, Testing, SDLC, Training, IT Management, ERP, Requirements Analysis, Outsourcing, Enterprise Software, SharePoint
Education
University of Phoenix 1998 — 2000
BA, Business Management
American River Jr College 1982 — 1984
AA, Banking and Finance
Brian Kerestes's Colorado Capital Bank Experience October 2006 - March 2008
Job Senior Manager Programs at Compass Group North America
Industry Information Technology and Services
Experience
Compass Group North America May 2014 - Present
Compass Group NA April 2008 - May 2014
Colorado Capital Bank October 2006 - March 2008
Bon Appetit September 2001 - April 2006
Bon Appetit August 1998 - September 2001
Skills
PCI DSS, Visio, Document Management, Project Management, Microsoft Excel
Education
Purdue University 1992 — 1996
BS, Hotel and Restaurant Management
Compass Group North America May 2014 - Present
Compass Group NA April 2008 - May 2014
Colorado Capital Bank October 2006 - March 2008
Bon Appetit September 2001 - April 2006
Bon Appetit August 1998 - September 2001
Skills
PCI DSS, Visio, Document Management, Project Management, Microsoft Excel
Education
Purdue University 1992 — 1996
BS, Hotel and Restaurant Management
Joy Fruin's Colorado Capital Bank Experience January 2008 - February 2011
Job Portfolio Manager at Custom Portfolio Group LLC
Industry Investment Management
Experience
Custom Portfolio Group LLC February 2011 - Present
Colorado Capital Bank January 2008 - February 2011
Denver Investment Advisors LLC August 1995 - January 2008
Skills
Portfolio Management, Investments, Asset Management, Mutual Funds, Equities, Financial Analysis, Asset Allocation, Financial Modeling, Valuation, Risk Management, Investment Strategies, Investment Management, Wealth Management, Fixed Income
Education
Metropolitan State University of Denver 1991 — 1994
BS, Accounting
Custom Portfolio Group LLC February 2011 - Present
Colorado Capital Bank January 2008 - February 2011
Denver Investment Advisors LLC August 1995 - January 2008
Skills
Portfolio Management, Investments, Asset Management, Mutual Funds, Equities, Financial Analysis, Asset Allocation, Financial Modeling, Valuation, Risk Management, Investment Strategies, Investment Management, Wealth Management, Fixed Income
Education
Metropolitan State University of Denver 1991 — 1994
BS, Accounting
Mary Goodison's Colorado Capital Bank Experience July 2007 - June 2011
Job Senior Manager, Application Support GuardianDocs A Division of LenderLive Network
Industry Information Technology and Services
Experience
LenderLive Network September 2013 - Present
Sanddollar Images January 1994 - Present
Residential Mortgage of Colorado - a division of Solera National Bank September 2011 - September 2013
Colorado Capital Bank July 2007 - June 2011
South Suburban Parks & Recreation March 2006 - July 2007
Consilium, Inc. 1992 - 1993
ASK Computer Systems 1989 - 1992
Computer Solutions 1986 - 1989
Skills
Customer Service, Microsoft Office, Windows, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Proposal Writing, Project Management, Troubleshooting, SharePoint, LogMeIn, Photoshop, Adobe Acrobat, Leadership, Process Improvement, Vendor Management, Management, Business Analysis, HTML, Banking, Risk Management, Software Documentation
Education
Santa Clara University
Business Administration
LenderLive Network September 2013 - Present
Sanddollar Images January 1994 - Present
Residential Mortgage of Colorado - a division of Solera National Bank September 2011 - September 2013
Colorado Capital Bank July 2007 - June 2011
South Suburban Parks & Recreation March 2006 - July 2007
Consilium, Inc. 1992 - 1993
ASK Computer Systems 1989 - 1992
Computer Solutions 1986 - 1989
Skills
Customer Service, Microsoft Office, Windows, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Proposal Writing, Project Management, Troubleshooting, SharePoint, LogMeIn, Photoshop, Adobe Acrobat, Leadership, Process Improvement, Vendor Management, Management, Business Analysis, HTML, Banking, Risk Management, Software Documentation
Education
Santa Clara University
Business Administration
Kirstin David's Colorado Capital Bank Experience September 2007 - January 2011
Job RN BSN at Swedish Medical Center
Industry Hospital & Health Care
Experience
Swedish Medical Center May 2013 - Present
Student January 2012 - May 2013
Colorado Capital Bank September 2007 - January 2011
Millennium Bank September 2005 - September 2007
Ford Motor Credit Company 2002 - 2003
Colorado Lending Source 2000 - 2001
Skills
Financial Analysis, Commercial Lending, Loan Origination, Project Management
Education
University of Colorado at Denver 2011 — 2013
RN BSN, Registered Nursing/Registered Nurse
University of Colorado Boulder 1997 — 2001
Bachelor, Finance
Swedish Medical Center May 2013 - Present
Student January 2012 - May 2013
Colorado Capital Bank September 2007 - January 2011
Millennium Bank September 2005 - September 2007
Ford Motor Credit Company 2002 - 2003
Colorado Lending Source 2000 - 2001
Skills
Financial Analysis, Commercial Lending, Loan Origination, Project Management
Education
University of Colorado at Denver 2011 — 2013
RN BSN, Registered Nursing/Registered Nurse
University of Colorado Boulder 1997 — 2001
Bachelor, Finance
Daniel S. Foster's Colorado Capital Bank Experience June 2009 - April 2011
Job Consultant for Banking, Real Estate Finance, Asset Management, Appraisals, Distressed Loan Workouts and Legal Issues
Industry Banking
Experience
DSF Advisors, LLC 2004 - Present
Summit Investment Management March 2012 - March 2013
Colorado Capital Bank June 2009 - April 2011
Various National and Regional Mortgage Companies January 1978 - March 1998
Skills
Banking, Loans, Underwriting, Credit, Analysis, Portfolio Management, Investments, Risk, Real Estate, Valuation, Commercial Lending, Workout, Commercial Mortgages, Credit Risk, Loan Structuring, Loss Mitigation, Real Estate Finance, Appraisals, Commercial Banking, Credit Analysis, Asset Based Lending, Financial Analysis, Asset Management, Structured Finance, Real Estate Investment, Due Diligence, Credit Administration, Mortgage Lending, Loan Documentation, CMBS, Commercial Credit, Loan Origination, Risk Management, Dispositions
Education
University of Denver 2001 — 2005
Juris Doctor, Law
University of Denver 1997 — 2001
Master's degree, Real Estate
University of Nebraska at Omaha
Bachelor's degree, Business/Managerial Economics
DSF Advisors, LLC 2004 - Present
Summit Investment Management March 2012 - March 2013
Colorado Capital Bank June 2009 - April 2011
Various National and Regional Mortgage Companies January 1978 - March 1998
Skills
Banking, Loans, Underwriting, Credit, Analysis, Portfolio Management, Investments, Risk, Real Estate, Valuation, Commercial Lending, Workout, Commercial Mortgages, Credit Risk, Loan Structuring, Loss Mitigation, Real Estate Finance, Appraisals, Commercial Banking, Credit Analysis, Asset Based Lending, Financial Analysis, Asset Management, Structured Finance, Real Estate Investment, Due Diligence, Credit Administration, Mortgage Lending, Loan Documentation, CMBS, Commercial Credit, Loan Origination, Risk Management, Dispositions
Education
University of Denver 2001 — 2005
Juris Doctor, Law
University of Denver 1997 — 2001
Master's degree, Real Estate
University of Nebraska at Omaha
Bachelor's degree, Business/Managerial Economics
Jerry Fox's Colorado Capital Bank Experience December 2007 - January 2009
Job President and CEO at 13Pandas, Inc.
Industry Information Technology and Services
Experience
13Pandas, Inc. January 2014 - Present
MindWorks a Division of Amen Clinics December 2011 - December 2013
MindWorks Press a division of Amen Clinic's Inc. June 2010 - December 2011
Colorado Capital Bank December 2007 - January 2009
AT&T Wireless September 2004 - July 2007
Skills
Software Documentation, Project Management, Microsoft Office, Business Analysis, Microsoft Excel, Customer Service, Analysis, Troubleshooting, Windows, Management, HTML, Requirements Analysis, Testing, Databases, Email Marketing, PowerPoint, Marketing, Strategic Planning, Vendor Management, Budgets, Product Development, Marketing Strategy, E-commerce, SharePoint, Team Building, Analytics, Leadership, Magento, CRM, Online Marketing, Team Leadership, Google Analytics, Strategic Partnerships
Education
Full Sail University 1987 — 1988
Recording Arts
13Pandas, Inc. January 2014 - Present
MindWorks a Division of Amen Clinics December 2011 - December 2013
MindWorks Press a division of Amen Clinic's Inc. June 2010 - December 2011
Colorado Capital Bank December 2007 - January 2009
AT&T Wireless September 2004 - July 2007
Skills
Software Documentation, Project Management, Microsoft Office, Business Analysis, Microsoft Excel, Customer Service, Analysis, Troubleshooting, Windows, Management, HTML, Requirements Analysis, Testing, Databases, Email Marketing, PowerPoint, Marketing, Strategic Planning, Vendor Management, Budgets, Product Development, Marketing Strategy, E-commerce, SharePoint, Team Building, Analytics, Leadership, Magento, CRM, Online Marketing, Team Leadership, Google Analytics, Strategic Partnerships
Education
Full Sail University 1987 — 1988
Recording Arts
Dave Slater's Colorado Capital Bank Experience May 2006 - July 2009
Job Senior Loan Officer Academy Mortgage
Industry Financial Services
Experience
Academy Mortgage Corporation January 2011 - Present
WR Starkey Mortgage July 2009 - January 2011
Colorado Capital Bank May 2006 - July 2009
Skills
Refinance, Mortgage Lending, FHA, USDA, Loans, Mortgage Banking, Loan Origination, Banking, VA loans, FHA financing, Government Loans, Residential Mortgages, First Time Home Buyers, Certified Mortgage..., Real Estate Transactions, Referrals, Sellers
Education
Oakland Community College
Academy Mortgage Corporation January 2011 - Present
WR Starkey Mortgage July 2009 - January 2011
Colorado Capital Bank May 2006 - July 2009
Skills
Refinance, Mortgage Lending, FHA, USDA, Loans, Mortgage Banking, Loan Origination, Banking, VA loans, FHA financing, Government Loans, Residential Mortgages, First Time Home Buyers, Certified Mortgage..., Real Estate Transactions, Referrals, Sellers
Education
Oakland Community College
Anthony P. Satriano's Colorado Capital Bank Experience 2007 - 2008
Job Vice PresidentWealth Management UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2014 - Present
Contango Capital Advisors March 2008 - June 2014
Contango Capital Advisors March 2008 - June 2014
Contango Capital Advisors 2008 - 2011
Colorado Capital Bank 2007 - 2008
GCG Financial 2003 - 2007
Skills
Wealth Management, Investment Advisory, Retirement Planning, Wealth Accumulation, Wealth Preservation..., Retirement Income..., Financial Planning, Business Development, Succession Planning, Exit Strategies, Business Planning, Business Owner Planning, Financial Markets, Strategic Consulting, Estate Planning, Insurance, Deferred Compensation, College Education..., Change Management, Multi-generational..., Retirement Savings, Retirement Solutions, Portfolio Management, Finance, Asset Management, Financial Services, Leadership, Sales, Strategic Planning, Retirement
Education
University of Colorado at Boulder 1989 — 1995
Bachelors
UBS Financial Services June 2014 - Present
Contango Capital Advisors March 2008 - June 2014
Contango Capital Advisors March 2008 - June 2014
Contango Capital Advisors 2008 - 2011
Colorado Capital Bank 2007 - 2008
GCG Financial 2003 - 2007
Skills
Wealth Management, Investment Advisory, Retirement Planning, Wealth Accumulation, Wealth Preservation..., Retirement Income..., Financial Planning, Business Development, Succession Planning, Exit Strategies, Business Planning, Business Owner Planning, Financial Markets, Strategic Consulting, Estate Planning, Insurance, Deferred Compensation, College Education..., Change Management, Multi-generational..., Retirement Savings, Retirement Solutions, Portfolio Management, Finance, Asset Management, Financial Services, Leadership, Sales, Strategic Planning, Retirement
Education
University of Colorado at Boulder 1989 — 1995
Bachelors
Stephen Schaffner's Colorado Capital Bank Experience August 2010 - April 2011
Job Student Physician at Rocky Vista University
Industry Research
Experience
Rocky Vista University July 2014 - Present
MSU Denver January 2013 - December 2013
Bonham Research Lab April 2012 - December 2013
Colorado Capital Bank August 2010 - April 2011
Schaffner Loan Processing August 2008 - August 2010
Target July 2006 - August 2008
Albertsons June 1996 - July 2006
Skills
Protein Purification, Cell Biology, Molecular Cloning, Biosensors, SDS-PAGE, Customer Service, Financial Analysis, Credit, Process Improvement, Loans, Mortgage Lending, Forecasting, Microsoft Excel, Management, Team Building, Western Blotting, Team Leadership, Data Analysis, Project Management, Microsoft Office, Microsoft Word, Research, PowerPoint
Education
Rocky Vista University 2014 — 2018
Doctor of Osteopathic Medicine (D.O.), Medicine
Metropolitan State University of Denver 2010 — 2013
Bachelor of Science (B.S.), Biology, 4.0
Metropolitan State University of Denver 2010 — 2013
Bachelor of Science (B.S.), Chemistry, 4.0
University of Colorado at Boulder 1999 — 2003
Bachelor of Science (B.S.), Business
Rocky Vista University July 2014 - Present
MSU Denver January 2013 - December 2013
Bonham Research Lab April 2012 - December 2013
Colorado Capital Bank August 2010 - April 2011
Schaffner Loan Processing August 2008 - August 2010
Target July 2006 - August 2008
Albertsons June 1996 - July 2006
Skills
Protein Purification, Cell Biology, Molecular Cloning, Biosensors, SDS-PAGE, Customer Service, Financial Analysis, Credit, Process Improvement, Loans, Mortgage Lending, Forecasting, Microsoft Excel, Management, Team Building, Western Blotting, Team Leadership, Data Analysis, Project Management, Microsoft Office, Microsoft Word, Research, PowerPoint
Education
Rocky Vista University 2014 — 2018
Doctor of Osteopathic Medicine (D.O.), Medicine
Metropolitan State University of Denver 2010 — 2013
Bachelor of Science (B.S.), Biology, 4.0
Metropolitan State University of Denver 2010 — 2013
Bachelor of Science (B.S.), Chemistry, 4.0
University of Colorado at Boulder 1999 — 2003
Bachelor of Science (B.S.), Business
Karen Reinking Herd's Colorado Capital Bank Experience October 2008 - April 2011
Job Mortgage Lender at Residential Mortgage of Colorado
Industry Financial Services
Experience
Residential Mortgage of Colorado April 2011 - Present
Colorado Capital Bank October 2008 - April 2011
New England Financial / Strategic Financial Partners June 1986 - 2006
Education
Colorado College 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
American College
ChFC, CLU, Financial Planning and Services
Residential Mortgage of Colorado April 2011 - Present
Colorado Capital Bank October 2008 - April 2011
New England Financial / Strategic Financial Partners June 1986 - 2006
Education
Colorado College 1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General
American College
ChFC, CLU, Financial Planning and Services
Cindy Wehlage's Colorado Capital Bank Experience September 2009 - December 2010
Job VP, Peoples National Bank and Mortgage
Industry Banking
Experience
Peoples National Bank and Mortgage January 2011 - Present
Colorado Capital Bank September 2009 - December 2010
Peoples National Bank and Mortgage September 1999 - September 2009
Labette Bank February 1989 - August 1999
Skills
Banking, Commercial Banking, Financial Analysis, Retail Banking, Branch Banking, Risk Management, Credit, Loans, Credit Analysis, Mortgage Lending, Cash Management, Small Business Lending, Mortgage Banking
Education
Pittsburg State University 1985 — 1988
BACHELORS, Psychology / Business
Fort Scott High School
Peoples National Bank and Mortgage January 2011 - Present
Colorado Capital Bank September 2009 - December 2010
Peoples National Bank and Mortgage September 1999 - September 2009
Labette Bank February 1989 - August 1999
Skills
Banking, Commercial Banking, Financial Analysis, Retail Banking, Branch Banking, Risk Management, Credit, Loans, Credit Analysis, Mortgage Lending, Cash Management, Small Business Lending, Mortgage Banking
Education
Pittsburg State University 1985 — 1988
BACHELORS, Psychology / Business
Fort Scott High School
Jeff Stiffler's Colorado Capital Bank Experience October 2006 - December 2008
Job Retired bank executive
Industry Banking
Experience
Great Western Bank October 2010 - April 2011
Crowder Mortgage, LLC January 2009 - August 2010
Colorado Capital Bank October 2006 - December 2008
Guaranty Bank and Trust Company October 2003 - October 2006
Community First National Bank (Now Bank of the West) 1993 - 2003
Skills
Small Business Lending, Commercial Lending
Education
University of Colorado at Boulder
Finance, General
Great Western Bank October 2010 - April 2011
Crowder Mortgage, LLC January 2009 - August 2010
Colorado Capital Bank October 2006 - December 2008
Guaranty Bank and Trust Company October 2003 - October 2006
Community First National Bank (Now Bank of the West) 1993 - 2003
Skills
Small Business Lending, Commercial Lending
Education
University of Colorado at Boulder
Finance, General
Duane L Barnard's Colorado Capital Bank Experience 2010 - May 2011
Job Controller | Assistant Controller | Chief Financial Officer | Accounting and Financial Consultant | CPA (inactive)
Industry Financial Services
Experience
Barnard Financial Services 2011 - Present
Colorado Capital Bank 2010 - May 2011
Robert Half Management Resources 2008 - 2010
Pacesetter Claims Service 2006 - 2008
Jefferson Wells 2004 - 2006
Community Banks of Colorado 1995 - 2004
Telelink Systems 1991 - 1995
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Operating and Capital..., Accounts Receivable, Strategic Planning, Financial Statement..., Internal Control..., Public Accounting, Executive Management..., Full Cycle Accounting, Financial Analysis, Payroll, Tax Reporting, Regulatory Reporting
Education
University of Colorado at Boulder
B.A. Political Science, Political Science and Government
University of Colorado at Denver
Post Graduate Studies in Accounting and Finance
Barnard Financial Services 2011 - Present
Colorado Capital Bank 2010 - May 2011
Robert Half Management Resources 2008 - 2010
Pacesetter Claims Service 2006 - 2008
Jefferson Wells 2004 - 2006
Community Banks of Colorado 1995 - 2004
Telelink Systems 1991 - 1995
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Operating and Capital..., Accounts Receivable, Strategic Planning, Financial Statement..., Internal Control..., Public Accounting, Executive Management..., Full Cycle Accounting, Financial Analysis, Payroll, Tax Reporting, Regulatory Reporting
Education
University of Colorado at Boulder
B.A. Political Science, Political Science and Government
University of Colorado at Denver
Post Graduate Studies in Accounting and Finance
Brent Hedrick's Colorado Capital Bank Experience March 2009 - October 2009
Job Branch Sales Manager at Bank of the West
Industry Banking
Experience
Bank of the West September 2014 - Present
Starbucks 2015 - 2015
Starbucks 2015 - 2015
First National Bank of Monument February 2010 - July 2014
Colorado Capital Bank March 2009 - October 2009
Colorado Business Bank June 2005 - March 2009
Skills
Banking, Customer Relations, Compliance, Documentation, Management, Hiring Practices, New Business Development, Security Management, Retail Banking, Commercial Banking, Credit Analysis, Relationship Management, Credit, Small Business Lending, Mortgage Lending, Customer Service
Education
Graduate School of Banking - Boulder, CO 2012 — 2014
Banking
Graduate School of Banking at Colorado 2012 — 2014
Banking and Financial Support Services
Bank of the West September 2014 - Present
Starbucks 2015 - 2015
Starbucks 2015 - 2015
First National Bank of Monument February 2010 - July 2014
Colorado Capital Bank March 2009 - October 2009
Colorado Business Bank June 2005 - March 2009
Skills
Banking, Customer Relations, Compliance, Documentation, Management, Hiring Practices, New Business Development, Security Management, Retail Banking, Commercial Banking, Credit Analysis, Relationship Management, Credit, Small Business Lending, Mortgage Lending, Customer Service
Education
Graduate School of Banking - Boulder, CO 2012 — 2014
Banking
Graduate School of Banking at Colorado 2012 — 2014
Banking and Financial Support Services
John Kirkutis's Colorado Capital Bank Experience July 2007 - June 2008
Job Sales, Marketing and Mortgage Banking Professional
Industry Financial Services
Experience
Interstate Restoration September 2012 - August 2015
New York Life Insurance Company August 2010 - September 2012
Bank of America January 2005 - May 2010
Colorado Capital Bank July 2007 - June 2008
Countrywide Home Loan Inc February 2003 - June 2007
Colorado Business Bank February 2001 - February 2003
Eagle Valley Mortgage April 1998 - January 2001
Norwest Mortgage February 1996 - March 1998
Skills
New Business Development, Business Development, Ski, Golf, Hunting, Hiking, Marketing Strategy, Investment Properties, Investments, Selling, Mortgage Lending, Mortgage Banking, Real Estate, Tax, Loans, Marketing, Strategic Planning, Team Building, Contract Negotiation, Event Planning, First Time Home Buyers, Residential Homes, Sales Management, Sellers, Real Estate Transactions, Investors
Education
Springfield College 1987 — 1991
BS, Business Management
Interstate Restoration September 2012 - August 2015
New York Life Insurance Company August 2010 - September 2012
Bank of America January 2005 - May 2010
Colorado Capital Bank July 2007 - June 2008
Countrywide Home Loan Inc February 2003 - June 2007
Colorado Business Bank February 2001 - February 2003
Eagle Valley Mortgage April 1998 - January 2001
Norwest Mortgage February 1996 - March 1998
Skills
New Business Development, Business Development, Ski, Golf, Hunting, Hiking, Marketing Strategy, Investment Properties, Investments, Selling, Mortgage Lending, Mortgage Banking, Real Estate, Tax, Loans, Marketing, Strategic Planning, Team Building, Contract Negotiation, Event Planning, First Time Home Buyers, Residential Homes, Sales Management, Sellers, Real Estate Transactions, Investors
Education
Springfield College 1987 — 1991
BS, Business Management
Gail Nuth's Colorado Capital Bank Experience 2005 - 2007
Job Investment specialist at T. Rowe Price
Industry Hospital & Health Care
Experience
Total Benefit Communcations 2013 - Present
T. Rowe Price 2011 - January 2013
Penrose St. Francis Hospital 2010 - 2011
T Rowe Price 2007 - 2011
Colorado Capital Bank 2005 - 2007
Skills
Wealth Management, Retirement Planning, Retirement, Financial Advisory, Asset Managment, Investment Strategies, Securities, Investment Advisory, Finance, Mutual Funds, Equities, Investments, Series 7, Investment Management, Asset Management, Fixed Income, Risk Management, Series 63, Asset Allocation, Uniform Combined State...
Education
Yale University 1980 — 1983
M. Div, Master of Divinity
Colorado College 1976 — 1980
B.A.
Mitchell
Total Benefit Communcations 2013 - Present
T. Rowe Price 2011 - January 2013
Penrose St. Francis Hospital 2010 - 2011
T Rowe Price 2007 - 2011
Colorado Capital Bank 2005 - 2007
Skills
Wealth Management, Retirement Planning, Retirement, Financial Advisory, Asset Managment, Investment Strategies, Securities, Investment Advisory, Finance, Mutual Funds, Equities, Investments, Series 7, Investment Management, Asset Management, Fixed Income, Risk Management, Series 63, Asset Allocation, Uniform Combined State...
Education
Yale University 1980 — 1983
M. Div, Master of Divinity
Colorado College 1976 — 1980
B.A.
Mitchell
Vickie Sites's Colorado Capital Bank Experience August 2010 - August 2011
Job Branch Operations Officer at Integrity Bank & Trust
Industry Banking
Experience
Integrity Bank & Trust July 2014 - Present
Peoples National Bank and Mortgage 2011 - August 2014
First Citizens Bank July 2011 - December 2011
Colorado Capital Bank August 2010 - August 2011
Peoples National Bank October 2001 - August 2010
Skills
Auditing, Security, Banking, Bank Secrecy Act, Credit, Commercial Banking, Financial Analysis, Loans
Education
Fort Lewis College 1994 — 1997
BA, Psychology
Integrity Bank & Trust July 2014 - Present
Peoples National Bank and Mortgage 2011 - August 2014
First Citizens Bank July 2011 - December 2011
Colorado Capital Bank August 2010 - August 2011
Peoples National Bank October 2001 - August 2010
Skills
Auditing, Security, Banking, Bank Secrecy Act, Credit, Commercial Banking, Financial Analysis, Loans
Education
Fort Lewis College 1994 — 1997
BA, Psychology
Peter Lindquist's Colorado Capital Bank Experience August 2009 - July 2011
Job Principal at PL2, Inc.
Industry Banking
Experience
PL2, Inc. (www.pl2inc.com) February 1999 - Present
First Citizens Bank July 2011 - February 2014
Colorado Capital Bank August 2009 - July 2011
Community Bank of Colorado 2007 - 2009
IronStone Bank 2006 - 2007
Bank of the West December 2005 - June 2006
Commercial Federal Bank May 2002 - December 2005
Guaranty Bank and Trust Company May 2000 - May 2002
Bank of Cherry Creek September 1995 - May 2000
Colorado National Bank May 1989 - September 1995
Skills
Credit underwriting and..., Business development -..., Mentoring and training..., Loan documentation, Coordination of..., Skilled at negotiation..., Commercial Banking, Commercial Lending, Banking, Credit Analysis, Construction Loans, Financial Risk, Finance, Loan Origination, Loans, Mergers & Acquisitions, Negotiation, Portfolio Management, Real Estate, Risk Management, Small Business Lending, Strategic Planning, Underwriting, Foreclosures, Credit, Financial Analysis, Lines Of Credit, Management, Commercial Real Estate, Credit Risk
Education
University of Denver - Sturm College of Law 2000 — 2003
JD, Real Property, Creditors Rights, Transactions
University of Colorado at Boulder 1981 — 1985
BS Finance - Cum Laude
PL2, Inc. (www.pl2inc.com) February 1999 - Present
First Citizens Bank July 2011 - February 2014
Colorado Capital Bank August 2009 - July 2011
Community Bank of Colorado 2007 - 2009
IronStone Bank 2006 - 2007
Bank of the West December 2005 - June 2006
Commercial Federal Bank May 2002 - December 2005
Guaranty Bank and Trust Company May 2000 - May 2002
Bank of Cherry Creek September 1995 - May 2000
Colorado National Bank May 1989 - September 1995
Skills
Credit underwriting and..., Business development -..., Mentoring and training..., Loan documentation, Coordination of..., Skilled at negotiation..., Commercial Banking, Commercial Lending, Banking, Credit Analysis, Construction Loans, Financial Risk, Finance, Loan Origination, Loans, Mergers & Acquisitions, Negotiation, Portfolio Management, Real Estate, Risk Management, Small Business Lending, Strategic Planning, Underwriting, Foreclosures, Credit, Financial Analysis, Lines Of Credit, Management, Commercial Real Estate, Credit Risk
Education
University of Denver - Sturm College of Law 2000 — 2003
JD, Real Property, Creditors Rights, Transactions
University of Colorado at Boulder 1981 — 1985
BS Finance - Cum Laude
Jeanine Larson Ruzicka, CRCM's Colorado Capital Bank Experience December 2008 - December 2010
Job Senior Compliance Consultant at Iverson & Associates
Industry Banking
Experience
Iverson & Associates November 2013 - Present
Integrity Bank & Trust January 2011 - November 2013
Colorado Capital Bank December 2008 - December 2010
Peoples National Bank and Mortgage June 1998 - August 2008
Wells Fargo Bank April 2004 - January 2005
Skills
Banking, Compliance, Risk Management, Bank Secrecy Act, Loans, Credit, Training, AML
Education
Regis University
MBA, Finance
Regis University 1994 — 1998
BS, Accounting
Iverson & Associates November 2013 - Present
Integrity Bank & Trust January 2011 - November 2013
Colorado Capital Bank December 2008 - December 2010
Peoples National Bank and Mortgage June 1998 - August 2008
Wells Fargo Bank April 2004 - January 2005
Skills
Banking, Compliance, Risk Management, Bank Secrecy Act, Loans, Credit, Training, AML
Education
Regis University
MBA, Finance
Regis University 1994 — 1998
BS, Accounting
Trisha Rodie's Colorado Capital Bank Experience June 2010 - July 2011
Job Operations Specialist
Industry Banking
Experience
Bankers' Bank of the West April 2015 - Present
Centennial Bank August 2012 - April 2015
Rodie Electric, LLC December 2011 - July 2012
First Citizens Bank July 2011 - December 2011
Colorado Capital Bank June 2010 - July 2011
Colorado Capital Bank September 2009 - June 2010
Colorado Capital Bank June 2006 - September 2009
Charlotte Russe August 2005 - April 2006
Skills
Customer Service, Banking
Education
University of Phoenix 2010 — 2013
Bachelor's Degree, Business Management
Arapahoe Community College 2005 — 2006
1 year of general business administration studies
Mile High Adventist Academy 2001 — 2005
Honors Graduate
Bankers' Bank of the West April 2015 - Present
Centennial Bank August 2012 - April 2015
Rodie Electric, LLC December 2011 - July 2012
First Citizens Bank July 2011 - December 2011
Colorado Capital Bank June 2010 - July 2011
Colorado Capital Bank September 2009 - June 2010
Colorado Capital Bank June 2006 - September 2009
Charlotte Russe August 2005 - April 2006
Skills
Customer Service, Banking
Education
University of Phoenix 2010 — 2013
Bachelor's Degree, Business Management
Arapahoe Community College 2005 — 2006
1 year of general business administration studies
Mile High Adventist Academy 2001 — 2005
Honors Graduate
Jennifer Grimes, CPA's Colorado Capital Bank Experience June 2006 - August 2007
Job International Tax Senior at Crocs, Inc
Industry Accounting
Experience
Crocs, Inc January 2013 - Present
PwC November 2010 - January 2013
Miami University August 2008 - May 2010
Colorado Capital Bank June 2006 - August 2007
Skills
Tax Research, GoSystems, Tax Accounting, Corporate Tax, International Tax, Tax, Partnership Taxation, US GAAP, Income Tax, Big 4, Accounting, State Tax, SEC filings, Financial Accounting, Tax Preparation, CPA, Tax Returns, Financial Reporting, Spanish - Moderate..., People Skills, Exceptionally well..., Time Management, Patience, Always Willing to Learn, Teaching, Dependable Team Player
Education
Miami University 2006 — 2010
BS in Business, Accounting
University of Granada, Spain
Crocs, Inc January 2013 - Present
PwC November 2010 - January 2013
Miami University August 2008 - May 2010
Colorado Capital Bank June 2006 - August 2007
Skills
Tax Research, GoSystems, Tax Accounting, Corporate Tax, International Tax, Tax, Partnership Taxation, US GAAP, Income Tax, Big 4, Accounting, State Tax, SEC filings, Financial Accounting, Tax Preparation, CPA, Tax Returns, Financial Reporting, Spanish - Moderate..., People Skills, Exceptionally well..., Time Management, Patience, Always Willing to Learn, Teaching, Dependable Team Player
Education
Miami University 2006 — 2010
BS in Business, Accounting
University of Granada, Spain
Ashley Schuermann's Colorado Capital Bank Experience May 2007 - January 2008
Job Sales Support Liaison at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2012 - Present
T. Rowe Price March 2012 - August 2012
T. Rowe Price June 2011 - February 2012
T. Rowe Price January 2010 - May 2011
T. Rowe Price September 2008 - December 2009
Monster Zero Animation/FX February 2008 - August 2008
Colorado Capital Bank May 2007 - January 2008
Colorado Capital Bank September 2004 - April 2007
Skills
Series 7, Series 6, Series 63, Project Management, Mutual Funds, Relationship Management, Marketing, Communication, Investments, Accounting, Retirement, Asset Management, Credit, Financial Analysis, Asset Allocation, Retirement Planning
Education
University of Colorado at Colorado Springs 2005 — 2007
Graduate Accounting Certificate, Accounting
University of Colorado at Colorado Springs 2001 — 2004
Master of Business Administration, Marketing, Intl. Business, and Finance
University of Colorado Boulder 1997 — 2001
Bachelor of Arts, Psychology
T. Rowe Price August 2012 - Present
T. Rowe Price March 2012 - August 2012
T. Rowe Price June 2011 - February 2012
T. Rowe Price January 2010 - May 2011
T. Rowe Price September 2008 - December 2009
Monster Zero Animation/FX February 2008 - August 2008
Colorado Capital Bank May 2007 - January 2008
Colorado Capital Bank September 2004 - April 2007
Skills
Series 7, Series 6, Series 63, Project Management, Mutual Funds, Relationship Management, Marketing, Communication, Investments, Accounting, Retirement, Asset Management, Credit, Financial Analysis, Asset Allocation, Retirement Planning
Education
University of Colorado at Colorado Springs 2005 — 2007
Graduate Accounting Certificate, Accounting
University of Colorado at Colorado Springs 2001 — 2004
Master of Business Administration, Marketing, Intl. Business, and Finance
University of Colorado Boulder 1997 — 2001
Bachelor of Arts, Psychology
Barbara Larrabee's Colorado Capital Bank Experience January 2010 - July 2011
Job Service Operations Management
Industry Banking
Experience
First Citizens Bank July 2010 - July 2012
Colorado Capital Bank January 2010 - July 2011
Vectra Bank Colorado January 1999 - April 2009
Skills
Metavante,..., Excel, Filenet, Blitz..., Quick Rates, Remote..., Zeus, Icore, GMT...
Education
Leeward Community College
Certificate, Accounting
First Citizens Bank July 2010 - July 2012
Colorado Capital Bank January 2010 - July 2011
Vectra Bank Colorado January 1999 - April 2009
Skills
Metavante,..., Excel, Filenet, Blitz..., Quick Rates, Remote..., Zeus, Icore, GMT...
Education
Leeward Community College
Certificate, Accounting
Renee Madson's Colorado Capital Bank Experience October 2006 - November 2010
Job
Industry Banking
Experience
Pikes Peak National Bank January 2013 - Present
Colorado Capital Bank October 2006 - November 2010
Vectra Bank Colorado July 2005 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Java
Education
MESA RIDGE HIGH SCHOOL 1997 — 1999
University of Phoenix
BUSINESS WITH CONCENTRATIONS IN ACCOUNTING
Pikes Peak National Bank January 2013 - Present
Colorado Capital Bank October 2006 - November 2010
Vectra Bank Colorado July 2005 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Java
Education
MESA RIDGE HIGH SCHOOL 1997 — 1999
University of Phoenix
BUSINESS WITH CONCENTRATIONS IN ACCOUNTING