CORE Financial
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CORE Financial Employees
Employee
Years
Job
Industry
Kristen Nicolazzi Kristen Nicolazzi's CORE Financial Experience January 2012 - June 2012
Job Marketing Coordinator at NBC Sports
Industry Online Media
Experience
NBC Sports February 2014 - Present
LCN Ltd. Social Media 2012 - 2014
CORE Financial January 2012 - June 2012
Skills
Social Media, Marketing, Social Media Marketing, Portfolio Management, Design, Graphic Design, Digital Marketing, Digital Media, Interactive TV, Finance, Economics, Asset Management, Stock Market
Education
Colorado State University 2007 — 2012
Bachelor of Arts (B.A.), Economics & English Literature
Dominican Academy 2004 — 2007
High School Diploma
NBC Sports February 2014 - Present
LCN Ltd. Social Media 2012 - 2014
CORE Financial January 2012 - June 2012
Skills
Social Media, Marketing, Social Media Marketing, Portfolio Management, Design, Graphic Design, Digital Marketing, Digital Media, Interactive TV, Finance, Economics, Asset Management, Stock Market
Education
Colorado State University 2007 — 2012
Bachelor of Arts (B.A.), Economics & English Literature
Dominican Academy 2004 — 2007
High School Diploma
Donald Green Donald Green's CORE Financial Experience May 2010 - April 2011
Job EDI Systems Analyst at Crop Production Services
Industry Marketing and Advertising
Experience
Crop Production Services December 2014 - Present
Agrium Advanced Technologies, Inc. March 2011 - Present
CORE Financial May 2010 - April 2011
APX Alarm Security Solutions Inc. December 2006 - December 2009
City of Loveland April 2005 - August 2006
Longmont Rec Center August 2004 - January 2006
Skills
Life Insurance, Strategic Planning, Event Planning, Fixed Annuities, Inventory Management, Purchasing, Marketing Strategy, Sales, Finance, Marketing, Management, Market Research, Microsoft Excel, Budgets, Coaching
Education
University of Northern Colorado 2006 — 2010
BA, Major: Finance, Minor: Psychology
University of Northern Colorado 2006 — 2010
Major, Finance
University of Northern Colorado 2006 — 2010
Minor, Psychology
Berthoud High School 2002 — 2006
Diploma, Business
Crop Production Services December 2014 - Present
Agrium Advanced Technologies, Inc. March 2011 - Present
CORE Financial May 2010 - April 2011
APX Alarm Security Solutions Inc. December 2006 - December 2009
City of Loveland April 2005 - August 2006
Longmont Rec Center August 2004 - January 2006
Skills
Life Insurance, Strategic Planning, Event Planning, Fixed Annuities, Inventory Management, Purchasing, Marketing Strategy, Sales, Finance, Marketing, Management, Market Research, Microsoft Excel, Budgets, Coaching
Education
University of Northern Colorado 2006 — 2010
BA, Major: Finance, Minor: Psychology
University of Northern Colorado 2006 — 2010
Major, Finance
University of Northern Colorado 2006 — 2010
Minor, Psychology
Berthoud High School 2002 — 2006
Diploma, Business
Timi Joy Jorgensen Timi Joy Jorgensen's CORE Financial Experience February 2014 - Present
Job Associate at CORE Financial
Industry Financial Services
Experience
CORE Financial February 2014 - Present
Great Clips, Inc. July 2009 - July 2015
Fold3 July 2011 - December 2013
Los Hermanos Mexican Restraunt January 2008 - September 2008
Moberly 5 & Drive February 2004 - June 2006
Skills
Personal Financial..., Consultation, Interpersonal..., Self-motivated..., Dedicated, Presentations, Microsoft Office, Precision Haircutting, Cosmetology, Social Media, Continuing Education, Humor, Managed Hosting, Hair Cutting, Strategic Financial..., Money Management, Wellness, Interpersonal..., Leadership, CRM, Public Speaking, Customer Service, Financial Planning, Microsoft Word, Time Management, PowerPoint, Financial Analysis, Microsoft Excel, Sales, Team Building, Finance
Education
Utah Valley University 2012 — 2014
Bachelor's degree, Personal Financial Planning
Dixie State College 2009 — 2011
Associate of Science (AS), Business/Commerce, General
Evans Hairstyling College-Lindon Utah 2007 — 2008
Licentiate degree, Cosmetology, Barber/Styling, Makeup/Nails, A
Northeast R-IV High School 2002 — 2006
High School Diploma
CORE Financial February 2014 - Present
Great Clips, Inc. July 2009 - July 2015
Fold3 July 2011 - December 2013
Los Hermanos Mexican Restraunt January 2008 - September 2008
Moberly 5 & Drive February 2004 - June 2006
Skills
Personal Financial..., Consultation, Interpersonal..., Self-motivated..., Dedicated, Presentations, Microsoft Office, Precision Haircutting, Cosmetology, Social Media, Continuing Education, Humor, Managed Hosting, Hair Cutting, Strategic Financial..., Money Management, Wellness, Interpersonal..., Leadership, CRM, Public Speaking, Customer Service, Financial Planning, Microsoft Word, Time Management, PowerPoint, Financial Analysis, Microsoft Excel, Sales, Team Building, Finance
Education
Utah Valley University 2012 — 2014
Bachelor's degree, Personal Financial Planning
Dixie State College 2009 — 2011
Associate of Science (AS), Business/Commerce, General
Evans Hairstyling College-Lindon Utah 2007 — 2008
Licentiate degree, Cosmetology, Barber/Styling, Makeup/Nails, A
Northeast R-IV High School 2002 — 2006
High School Diploma
Karen Ketcham Karen Ketcham's CORE Financial Experience 1992 - Present
Job Investment Advisor Representative with Transamerica Financial Advisor, Inc. at Core Financial
Industry Financial Services
Experience
CORE Financial 1992 - Present
CORE Financial 1992 - Present
Skills
Financial Advisory, Investments, Securities, Financial Services, Retirement, Estate Planning, Long Term Care Insurance, Finance, Retirement Planning, Life Insurance, 21 years of experience..., FINRA, Project Planning, Variable Annuities
Education
University of Wyoming
Bachelor’s Degree
Adams State College
Master’s Degree
CORE Financial 1992 - Present
CORE Financial 1992 - Present
Skills
Financial Advisory, Investments, Securities, Financial Services, Retirement, Estate Planning, Long Term Care Insurance, Finance, Retirement Planning, Life Insurance, 21 years of experience..., FINRA, Project Planning, Variable Annuities
Education
University of Wyoming
Bachelor’s Degree
Adams State College
Master’s Degree
Kelsey De Marco Kelsey De Marco's CORE Financial Experience April 2011 - February 2012
Job Experienced technical support agent, Sales person, and Manager.
Industry Executive Office
Experience
Qualfon March 2015 - Present
Hot Topic September 2014 - December 2014
Warehouse of Fixtures TNG January 2013 - August 2014
CORE Financial April 2011 - February 2012
Center Partners August 2010 - August 2011
Cabela's July 2009 - May 2010
Safeway August 2008 - May 2010
Choice Network Solutions January 2005 - December 2007
Skills
Data Entry, Customer Service, Troubleshooting, Microsoft Office, Outlook, Windows 7, Technical Support, Telephone Skills, Microsoft Excel, Software Documentation, Windows XP, Email Clients, Email Strategy, HTML emails, Ebay Sales, Web Chat, Characterization, Outstanding verbal, Outstanding people..., Outstanding Communicator, Editing, Educational Leadership, Photoshop, Vintage Clothing, Organization, Time Management, Professional Services, Creative Solutions, Problem Solving, Illustration, Social Media, Blogging, Helping Clients Succeed, Tutoring, Tutorials, Inventory Management, customer retention, research, Customer Retention, PowerPoint, Team Leadership, Microsoft Word, Process Scheduler, Call Centers, Training, System Administration
Education
Front Range Community College 2011 — 2012
English/Language Arts Teacher Education
WNCC 2009 — 2010
No, IT
Qualfon March 2015 - Present
Hot Topic September 2014 - December 2014
Warehouse of Fixtures TNG January 2013 - August 2014
CORE Financial April 2011 - February 2012
Center Partners August 2010 - August 2011
Cabela's July 2009 - May 2010
Safeway August 2008 - May 2010
Choice Network Solutions January 2005 - December 2007
Skills
Data Entry, Customer Service, Troubleshooting, Microsoft Office, Outlook, Windows 7, Technical Support, Telephone Skills, Microsoft Excel, Software Documentation, Windows XP, Email Clients, Email Strategy, HTML emails, Ebay Sales, Web Chat, Characterization, Outstanding verbal, Outstanding people..., Outstanding Communicator, Editing, Educational Leadership, Photoshop, Vintage Clothing, Organization, Time Management, Professional Services, Creative Solutions, Problem Solving, Illustration, Social Media, Blogging, Helping Clients Succeed, Tutoring, Tutorials, Inventory Management, customer retention, research, Customer Retention, PowerPoint, Team Leadership, Microsoft Word, Process Scheduler, Call Centers, Training, System Administration
Education
Front Range Community College 2011 — 2012
English/Language Arts Teacher Education
WNCC 2009 — 2010
No, IT
Casey Herron, CFP®, ChFC®, EA Casey Herron, CFP®, ChFC®, EA's CORE Financial Experience January 2009 - April 2009
Job Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Moreton Retirement Partners August 2013 - January 2014
N/A March 2013 - August 2013
Culver Investment Company, LLC July 2012 - February 2013
Dividend Capital January 2012 - July 2012
Russell Investments April 2011 - December 2011
Jackson National Life Distributors, LLC May 2009 - April 2011
Core Financial January 2009 - April 2009
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Alternative Investments, Qualified Retirement..., Retirement Plan..., IRAs, 529 Plans, Annuities, Asset Allocation, Separately Managed..., Portfolio Management, Holistic Financial..., Personal Tax Planning, Roth IRA, ETFs, Fixed Annuities, Investment Strategies, Financial Planning, Microsoft Office, Retirement
Education
Creighton University 2013 — 2016
Master of Investment Management and Financial Analysis (MIMFA), 3.67
The American College
American Society of Pension Professionals & Actuaries (ASPPA) 2012 — 2013
Boston University 2011 — 2012
Certificate in Financial Planning
University of Northern Colorado 2005 — 2009
Bachelor of Science in Business Administration, Finance and Marketing
Boise State University 2004 — 2005
Finance
TIAA-CREF March 2014 - Present
Moreton Retirement Partners August 2013 - January 2014
N/A March 2013 - August 2013
Culver Investment Company, LLC July 2012 - February 2013
Dividend Capital January 2012 - July 2012
Russell Investments April 2011 - December 2011
Jackson National Life Distributors, LLC May 2009 - April 2011
Core Financial January 2009 - April 2009
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Alternative Investments, Qualified Retirement..., Retirement Plan..., IRAs, 529 Plans, Annuities, Asset Allocation, Separately Managed..., Portfolio Management, Holistic Financial..., Personal Tax Planning, Roth IRA, ETFs, Fixed Annuities, Investment Strategies, Financial Planning, Microsoft Office, Retirement
Education
Creighton University 2013 — 2016
Master of Investment Management and Financial Analysis (MIMFA), 3.67
The American College
American Society of Pension Professionals & Actuaries (ASPPA) 2012 — 2013
Boston University 2011 — 2012
Certificate in Financial Planning
University of Northern Colorado 2005 — 2009
Bachelor of Science in Business Administration, Finance and Marketing
Boise State University 2004 — 2005
Finance
Deanna Jamison-Ramer Deanna Jamison-Ramer's CORE Financial Experience June 2012 - Present
Job Financial Professional
Industry Financial Services
Experience
CORE Financial June 2012 - Present
Jamison Family Limited Partnership; Jim Jamison Construction August 2011 - April 2012
Weld County School District 6 August 2001 - May 2011
The Rapids Lodge May 1989 - January 1992
Skills
Innovative Thinking, Creative Problem Solving, Group Presentations, Quantitative Analysis, Critical Thinking, Verbal and Written..., Learning, Leadership Development, Financial Analysis, Business Planning, Education Management, Adult Education, Educational Technology, Communication, Educational Leadership, Management
Education
Colorado State University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Sierra Nevada College 1995 — 1997
Bachelor of Arts (B.A.), Humanities/Humanistic Studies, minor in Math and Computers
CORE Financial June 2012 - Present
Jamison Family Limited Partnership; Jim Jamison Construction August 2011 - April 2012
Weld County School District 6 August 2001 - May 2011
The Rapids Lodge May 1989 - January 1992
Skills
Innovative Thinking, Creative Problem Solving, Group Presentations, Quantitative Analysis, Critical Thinking, Verbal and Written..., Learning, Leadership Development, Financial Analysis, Business Planning, Education Management, Adult Education, Educational Technology, Communication, Educational Leadership, Management
Education
Colorado State University 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Sierra Nevada College 1995 — 1997
Bachelor of Arts (B.A.), Humanities/Humanistic Studies, minor in Math and Computers
Cameron Malanify Cameron Malanify's CORE Financial Experience January 2006 - January 2007
Job Sr Mgr, Area Field Ops at DIRECTV
Industry Telecommunications
Experience
DIRECTV April 2015 - Present
DIRECTV May 2014 - April 2015
DIRECTV June 2013 - May 2014
DIRECTV February 2009 - May 2013
DIRECTV August 2007 - January 2009
Core Financial January 2006 - January 2007
Skills
Financial Reporting, Forecasting, Accounting, Process Improvement, Finance, Budgets, Management, Financial Analysis, Training, Variance Analysis, Business Strategy, Managerial Finance, Financial Modeling, Hyperion Enterprise, Sarbanes-Oxley Act, Corporate Finance, Strategic Financial..., Essbase, Leadership, Strategy, Team Building, Customer Satisfaction
Education
Colorado State University 2002 — 2006
Bachlers of science, Finance
Colorado State University 2003 — 2005
BS, Finance
La Cueva 1998 — 2001
High School Diploma, Finance, General
DIRECTV April 2015 - Present
DIRECTV May 2014 - April 2015
DIRECTV June 2013 - May 2014
DIRECTV February 2009 - May 2013
DIRECTV August 2007 - January 2009
Core Financial January 2006 - January 2007
Skills
Financial Reporting, Forecasting, Accounting, Process Improvement, Finance, Budgets, Management, Financial Analysis, Training, Variance Analysis, Business Strategy, Managerial Finance, Financial Modeling, Hyperion Enterprise, Sarbanes-Oxley Act, Corporate Finance, Strategic Financial..., Essbase, Leadership, Strategy, Team Building, Customer Satisfaction
Education
Colorado State University 2002 — 2006
Bachlers of science, Finance
Colorado State University 2003 — 2005
BS, Finance
La Cueva 1998 — 2001
High School Diploma, Finance, General
Laura Lukas Laura Lukas's CORE Financial Experience July 2008 - June 2010
Job Education Management Professional
Industry Education Management
Experience
Self-employed 2012 - Present
Nash Finch Company December 2010 - January 2012
Core Financial July 2008 - June 2010
Skills
Customer Service, Security Management, Adult Education, Operations Management, Accounting, Accounts Receivable, Accounts Payable, Payroll, Staff Management, Staff Development, Staff Supervision, Staffing Services, Claims Management, Dental Assisting, Dental Insurance
Education
Lamar Community College 2008 — 2010
Not finished, Pre-Medicine/Pre-Medical Studies
Pikes Peak Community College 2004 — 2006
Associate's degree, General Studies
Self-employed 2012 - Present
Nash Finch Company December 2010 - January 2012
Core Financial July 2008 - June 2010
Skills
Customer Service, Security Management, Adult Education, Operations Management, Accounting, Accounts Receivable, Accounts Payable, Payroll, Staff Management, Staff Development, Staff Supervision, Staffing Services, Claims Management, Dental Assisting, Dental Insurance
Education
Lamar Community College 2008 — 2010
Not finished, Pre-Medicine/Pre-Medical Studies
Pikes Peak Community College 2004 — 2006
Associate's degree, General Studies
David Hosten's CORE Financial Experience 2011 - Present
Job Broker
Industry Financial Services
Experience
Hub Financial September 2011 - Present
CORE FINANCIAL 2011 - Present
City Of Hamilton August 2005 - January 2012
Desjardins Financial Security July 2007 - September 2011
RBC Insurance February 2006 - June 2007
Freedom 55 Financial March 2002 - November 2006
IBM Canada Ltd. 2000 - 2001
Skills
Investments, Insurance, Financial Planners, Retirement, Portfolio Management, Estate Planning, Business Continuity..., Health Insurance, Disability Insurance, Critical Illness, Segregated Funds, Mutual Funds, Estate Tax Planning, Capital Gains Tax, Retirement Planning, Strategic Financial..., Long-term Care, Savings, Securities, Term Life Insurance, Risk Management, Team Building, Financial Risk, Pensions, Wealth Management, Life Insurance, Small Business, Investment Strategies, Wealth, Employee Benefits, Investment Advisory, Succession Planning, Financial Services, Finance, Fixed Annuities, Personal Finance, Wealth Accumulation, Asset Management, Wealth Management..., Personal Financial..., Retirement Savings, Long Term Care Insurance, Relationship Management, Asset Allocation, Universal Life, Whole Life, Underwriting, Brokers, Financial Planning
Education
University of Ottawa 1993 — 1997
B.A. Hons., Mass Communication
Carleton University 1993 — 1996
Bachelor of Arts (B.A.), Mass Communication
St. Andrew's Presbyterian College 1984 — 1985
Economics
Florida Air Academy 1980 — 1984
St. Mary's College, Port-of-Spain 1977 — 1980
Westmoreland School
Hub Financial September 2011 - Present
CORE FINANCIAL 2011 - Present
City Of Hamilton August 2005 - January 2012
Desjardins Financial Security July 2007 - September 2011
RBC Insurance February 2006 - June 2007
Freedom 55 Financial March 2002 - November 2006
IBM Canada Ltd. 2000 - 2001
Skills
Investments, Insurance, Financial Planners, Retirement, Portfolio Management, Estate Planning, Business Continuity..., Health Insurance, Disability Insurance, Critical Illness, Segregated Funds, Mutual Funds, Estate Tax Planning, Capital Gains Tax, Retirement Planning, Strategic Financial..., Long-term Care, Savings, Securities, Term Life Insurance, Risk Management, Team Building, Financial Risk, Pensions, Wealth Management, Life Insurance, Small Business, Investment Strategies, Wealth, Employee Benefits, Investment Advisory, Succession Planning, Financial Services, Finance, Fixed Annuities, Personal Finance, Wealth Accumulation, Asset Management, Wealth Management..., Personal Financial..., Retirement Savings, Long Term Care Insurance, Relationship Management, Asset Allocation, Universal Life, Whole Life, Underwriting, Brokers, Financial Planning
Education
University of Ottawa 1993 — 1997
B.A. Hons., Mass Communication
Carleton University 1993 — 1996
Bachelor of Arts (B.A.), Mass Communication
St. Andrew's Presbyterian College 1984 — 1985
Economics
Florida Air Academy 1980 — 1984
St. Mary's College, Port-of-Spain 1977 — 1980
Westmoreland School
Joe Defosset Joe Defosset's CORE Financial Experience April 2009 - February 2013
Job Senior Financial Sales Advisor at BBVA Compass
Industry Financial Services
Experience
BBVA Compass February 2013 - Present
Core Financial April 2009 - February 2013
Performance Bicycles August 2005 - June 2011
Skills
Retirement Planning, Strategic Financial..., Retirement Benefits, Investments, Retirement
Education
Colorado State University 2004 — 2008
B.A., Economics, Business Administration
BBVA Compass February 2013 - Present
Core Financial April 2009 - February 2013
Performance Bicycles August 2005 - June 2011
Skills
Retirement Planning, Strategic Financial..., Retirement Benefits, Investments, Retirement
Education
Colorado State University 2004 — 2008
B.A., Economics, Business Administration
Melinda Kaye Melinda Kaye's CORE Financial Experience August 2004 - February 2009
Job Performance Coach, Speaker, Mentor, Seminar Speaker melinda@strategicsuccessllc.com
Industry Management Consulting
Experience
Strategic Success, LLC. February 2008 - Present
Circle of Friends Texas August 2006 - March 2011
Core Financial August 2004 - February 2009
Kaye & Associates January 1998 - April 2006
Skills
Executive Coaching, Sales Skills Training, Seminar Speaker
Education
University of Houston 1991 — 1994
BS, Accounting
Strategic Success, LLC. February 2008 - Present
Circle of Friends Texas August 2006 - March 2011
Core Financial August 2004 - February 2009
Kaye & Associates January 1998 - April 2006
Skills
Executive Coaching, Sales Skills Training, Seminar Speaker
Education
University of Houston 1991 — 1994
BS, Accounting
Diane Shepit Simons Diane Shepit Simons's CORE Financial Experience 2010 - December 2012
Job Independent Agent & Financial Planner
Industry Insurance
Experience
Independent Agent & Financial Planner January 2013 - Present
CORE-Financial Services January 2009 - Present
CORE Financial 2010 - December 2012
Los Angeles Unified School District 2007 - 2011
Skills
Strategic Financial..., Small Business, Insurance, Editing, Finance, Team Building, Estate Planning, Public Speaking, Leadership, Strategic Planning, Negotiation
Education
California State University-Northridge
M.A.
University of Wisconsin-Madison
B.A.
Independent Agent & Financial Planner January 2013 - Present
CORE-Financial Services January 2009 - Present
CORE Financial 2010 - December 2012
Los Angeles Unified School District 2007 - 2011
Skills
Strategic Financial..., Small Business, Insurance, Editing, Finance, Team Building, Estate Planning, Public Speaking, Leadership, Strategic Planning, Negotiation
Education
California State University-Northridge
M.A.
University of Wisconsin-Madison
B.A.
Scott Parrott, MBA, MS Engr. Scott Parrott, MBA, MS Engr.'s CORE Financial Experience July 2005 - January 2006
Job First American Mortgage Solutions
Industry Information Technology and Services
Experience
First American Mortgage Solutions March 2015 - Present
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) December 2014 - March 2015
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) March 2014 - December 2014
IMARC, LLC July 2010 - March 2014
IMARC, LLC July 2008 - July 2010
Sunscape Enterprises February 2006 - May 2008
Core Financial July 2005 - January 2006
Homefield Financial March 2004 - July 2005
Ditech.com March 2003 - March 2004
Hewlett-Packard October 1999 - March 2003
Skills
VB, PHP, SQL, SQL database design, Software Development, Software Design, Software Implementation, mortgage lending, Business Analysis, Business Management, Change Management, Dreamweaver, Product Development, Databases, Web Development, Database Administration, Excel, Event Management, ERP, Financial Analysis, Integration, Innovation, Inventory Management, JavaScript, Knowledge Management, Linux, MySQL, Microsoft Office, Program Management, Contract Negotiation, Network Security, New Business Development, Optimization, Photoshop, PowerPoint, Quality Management, Risk Management, Problem Solving, Telecommunications, Team Management, User Interface Design, Use Case Analysis, Management, Project Management, Troubleshooting, Microsoft Excel, Agile Methodologies, Visual Basic, Mortgage Lending, Leadership
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
Masters, Engineering Mgmt
California Polytechnic State University-San Luis Obispo 1994 — 1996
Masters, Business Administration
California Polytechnic State University-San Luis Obispo 1990 — 1994
Bachelor of Science, Electronic Engineering
Mission Viejo HS
First American Mortgage Solutions March 2015 - Present
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) December 2014 - March 2015
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) March 2014 - December 2014
IMARC, LLC July 2010 - March 2014
IMARC, LLC July 2008 - July 2010
Sunscape Enterprises February 2006 - May 2008
Core Financial July 2005 - January 2006
Homefield Financial March 2004 - July 2005
Ditech.com March 2003 - March 2004
Hewlett-Packard October 1999 - March 2003
Skills
VB, PHP, SQL, SQL database design, Software Development, Software Design, Software Implementation, mortgage lending, Business Analysis, Business Management, Change Management, Dreamweaver, Product Development, Databases, Web Development, Database Administration, Excel, Event Management, ERP, Financial Analysis, Integration, Innovation, Inventory Management, JavaScript, Knowledge Management, Linux, MySQL, Microsoft Office, Program Management, Contract Negotiation, Network Security, New Business Development, Optimization, Photoshop, PowerPoint, Quality Management, Risk Management, Problem Solving, Telecommunications, Team Management, User Interface Design, Use Case Analysis, Management, Project Management, Troubleshooting, Microsoft Excel, Agile Methodologies, Visual Basic, Mortgage Lending, Leadership
Education
California Polytechnic State University-San Luis Obispo 1994 — 1996
Masters, Engineering Mgmt
California Polytechnic State University-San Luis Obispo 1994 — 1996
Masters, Business Administration
California Polytechnic State University-San Luis Obispo 1990 — 1994
Bachelor of Science, Electronic Engineering
Mission Viejo HS
Nicholas Rolph Nicholas Rolph's CORE Financial Experience April 2008 - January 2013
Job Team Member at Flood and Peterson
Industry Financial Services
Experience
Flood and Peterson March 2014 - Present
Independent Contractor with Public Partnerships May 2013 - March 2014
CORE Financial April 2008 - January 2013
Skills
Insurance, Investments, Securities, Retirement Planning, Retirement, Financial Advisory, Strategic Financial..., Fixed Annuities, Life Insurance, Finance, Portfolio Management, Health Insurance, Financial Analysis, Long Term Care Insurance, IRAs, Microsoft Excel, Disability Insurance, Customer Service, Sales, Marketing, Economics, Small Business
Education
Colorado State University 2004 — 2007
Economics
University of Colorado at Colorado Springs 2003 — 2004
General Studies
Flood and Peterson March 2014 - Present
Independent Contractor with Public Partnerships May 2013 - March 2014
CORE Financial April 2008 - January 2013
Skills
Insurance, Investments, Securities, Retirement Planning, Retirement, Financial Advisory, Strategic Financial..., Fixed Annuities, Life Insurance, Finance, Portfolio Management, Health Insurance, Financial Analysis, Long Term Care Insurance, IRAs, Microsoft Excel, Disability Insurance, Customer Service, Sales, Marketing, Economics, Small Business
Education
Colorado State University 2004 — 2007
Economics
University of Colorado at Colorado Springs 2003 — 2004
General Studies
Stan Hoskins Stan Hoskins's CORE Financial Experience January 2005 - March 2007
Job Advertising Sales and Marketing at ABILITY Magazine
Industry Publishing
Experience
ABILITY Magazine July 2010 - Present
Tutor Doctor April 2013 - March 2015
Stan Hoskins Design September 2008 - April 2013
Westbrass April 2007 - September 2008
Core Financial January 2005 - March 2007
KellyToy US 2006 - 2007
Probe Industries October 2005 - March 2006
Hospital Association of Southern California August 1996 - August 2004
Skills
Graphic Design, Layout, Magazines, Publications, Editorial, Editing, Writing, InDesign, Copy Editing, Photoshop, Web Design, HTML, QuarkXPress, Adobe Creative Suite, Dreamweaver, Brochures, Advertising, Web Development, Newsletters, Copywriting, Adobe Acrobat, Logo Design, Production, Wordpress, Newspaper, Print Production, Microsoft Office, Photo Editing, Publishing, Posters, Logos, Catalogs, Banners, Typography, Mac, Photography, Social Media, Desktop Publishing, Concept Development, Digital Photography, Proofreading, Graphics, Multimedia, Pre-press, AP Style, Corporate Identity, Blogging, Business Cards, Annual Reports, Web Content
Education
Metropolitan State University of Denver 1989 — 1991
BA
Colorado State University 1982 — 1985
Alameda High School 1979 — 1982
ABILITY Magazine July 2010 - Present
Tutor Doctor April 2013 - March 2015
Stan Hoskins Design September 2008 - April 2013
Westbrass April 2007 - September 2008
Core Financial January 2005 - March 2007
KellyToy US 2006 - 2007
Probe Industries October 2005 - March 2006
Hospital Association of Southern California August 1996 - August 2004
Skills
Graphic Design, Layout, Magazines, Publications, Editorial, Editing, Writing, InDesign, Copy Editing, Photoshop, Web Design, HTML, QuarkXPress, Adobe Creative Suite, Dreamweaver, Brochures, Advertising, Web Development, Newsletters, Copywriting, Adobe Acrobat, Logo Design, Production, Wordpress, Newspaper, Print Production, Microsoft Office, Photo Editing, Publishing, Posters, Logos, Catalogs, Banners, Typography, Mac, Photography, Social Media, Desktop Publishing, Concept Development, Digital Photography, Proofreading, Graphics, Multimedia, Pre-press, AP Style, Corporate Identity, Blogging, Business Cards, Annual Reports, Web Content
Education
Metropolitan State University of Denver 1989 — 1991
BA
Colorado State University 1982 — 1985
Alameda High School 1979 — 1982
Jordan Roche's CORE Financial Experience July 2011 - September 2011
Job Direct Associate Category Manager
Industry Retail
Experience
Cabela's January 2015 - Present
Cabela's February 2014 - January 2015
Cabela's March 2013 - March 2014
Cabela's June 2012 - August 2013
CORE Financial July 2011 - September 2011
Pioneer Distributing November 2009 - August 2010
Pilkington Ranch May 2008 - September 2009
Ballyneal Golf Course April 2009 - July 2009
Skills
Microsoft Office, PowerPoint, Excel, Word, Customer Service, Teamwork, Process Improvement, Certified Green Belt, Business Process Mapping, MicroStrategy Reporting, JDA, Budgets, Leadership, Microsoft Excel, Microsoft Word, Inventory Management, Time Management, Sales, Training, Data Analysis
Education
Colorado State University 2010 — 2012
BS, Finance
Northeastern Junior College 2008 — 2010
Associates, Business
Cabela's January 2015 - Present
Cabela's February 2014 - January 2015
Cabela's March 2013 - March 2014
Cabela's June 2012 - August 2013
CORE Financial July 2011 - September 2011
Pioneer Distributing November 2009 - August 2010
Pilkington Ranch May 2008 - September 2009
Ballyneal Golf Course April 2009 - July 2009
Skills
Microsoft Office, PowerPoint, Excel, Word, Customer Service, Teamwork, Process Improvement, Certified Green Belt, Business Process Mapping, MicroStrategy Reporting, JDA, Budgets, Leadership, Microsoft Excel, Microsoft Word, Inventory Management, Time Management, Sales, Training, Data Analysis
Education
Colorado State University 2010 — 2012
BS, Finance
Northeastern Junior College 2008 — 2010
Associates, Business
Tyler Short Tyler Short's CORE Financial Experience June 2011 - Present
Job Representative at CORE Financial
Industry Financial Services
Experience
CORE Financial June 2011 - Present
PLANET EBAY May 2006 - March 2007
Education
University of Northern Colorado 2007 — 2011
Finance, Business
Monfort College of Business Graduate
Business; Finance Emphasis, Economics
STERLING HIGH SCHOOL
University of Northern Colorado
CORE Financial June 2011 - Present
PLANET EBAY May 2006 - March 2007
Education
University of Northern Colorado 2007 — 2011
Finance, Business
Monfort College of Business Graduate
Business; Finance Emphasis, Economics
STERLING HIGH SCHOOL
University of Northern Colorado
Aaron Mund Aaron Mund's CORE Financial Experience January 2013 - November 2013
Job Retirement Specialist at TIAACREF
Industry Think Tanks
Experience
TIAA-CREF November 2013 - Present
CORE Financial January 2013 - November 2013
Lowes Inc March 2010 - November 2013
Transamerica 2012 - 2013
Frito-Lay Inc February 2009 - October 2009
Marine Corps January 2004 - January 2008
Skills
Military, Microsoft Excel, Personal Finance, Licensed Life & Health..., Leadership, IRAs, Team Leadership, Customer Service, Military Experience, Fixed Income, Financial Analysis, Series 7, Troubleshooting, Business Analysis, Financial Reporting, Operational Planning, Inventory Management, Military Operations, Microsoft Office, Security Clearance, Microsoft Word, PowerPoint, Outlook, Securities
Education
University of Northern Colorado 2010 — 2012
Bachelor of Science (BS), Finance, General
University of Maryland University College 2005 — 2006
Bachelor of Science (BS), Business Finance
Jefferson Academy High School
High school: Diploma
TIAA-CREF November 2013 - Present
CORE Financial January 2013 - November 2013
Lowes Inc March 2010 - November 2013
Transamerica 2012 - 2013
Frito-Lay Inc February 2009 - October 2009
Marine Corps January 2004 - January 2008
Skills
Military, Microsoft Excel, Personal Finance, Licensed Life & Health..., Leadership, IRAs, Team Leadership, Customer Service, Military Experience, Fixed Income, Financial Analysis, Series 7, Troubleshooting, Business Analysis, Financial Reporting, Operational Planning, Inventory Management, Military Operations, Microsoft Office, Security Clearance, Microsoft Word, PowerPoint, Outlook, Securities
Education
University of Northern Colorado 2010 — 2012
Bachelor of Science (BS), Finance, General
University of Maryland University College 2005 — 2006
Bachelor of Science (BS), Business Finance
Jefferson Academy High School
High school: Diploma
Cynthia Burkhart's CORE Financial Experience May 2009 - December 2011
Job Faculty Member at University of Phoenix
Industry Human Resources
Experience
Advance Services October 2011 - Present
Meadowlark Ranch and Cattle Company, LLC. 2005 - Present
University of Phoenix February 2012 - October 2014
CORE Financial May 2009 - December 2011
Institute of Business and Medical Careers January 1995 - February 2011
Riverside Technology, inc. August 2006 - February 2008
BCS Consulting June 1990 - January 2008
Heska Corporation July 2004 - July 2005
Mosaic October 2003 - July 2004
Entranco January 2000 - October 2002
Skills
Employee Relations, Performance Management, Recruiting, Deferred Compensation, Employee Training, Benefits Negotiation, Safety Management..., Benefits Management, Government Contract..., Employee Benefits, Benefits Administration, Leadership, Organizational..., Human Resources, Leadership Development, New Hire Orientations, Coaching, Training, Management, Policy, Program Management, Temporary Placement, Personnel Management, Team Building, Hiring, Payroll, Strategic Planning, Public Speaking
Education
Colorado State University 2004 — 2010
PhD work, Community Counseling
Wright State University 1989 — 1991
M.A., Human Resources, Training, and Organizational Development
University of Wyoming 1987 — 1989
B.S., Psychology
Eastern Wyoming College 1985 — 1987
A.S., General
Advance Services October 2011 - Present
Meadowlark Ranch and Cattle Company, LLC. 2005 - Present
University of Phoenix February 2012 - October 2014
CORE Financial May 2009 - December 2011
Institute of Business and Medical Careers January 1995 - February 2011
Riverside Technology, inc. August 2006 - February 2008
BCS Consulting June 1990 - January 2008
Heska Corporation July 2004 - July 2005
Mosaic October 2003 - July 2004
Entranco January 2000 - October 2002
Skills
Employee Relations, Performance Management, Recruiting, Deferred Compensation, Employee Training, Benefits Negotiation, Safety Management..., Benefits Management, Government Contract..., Employee Benefits, Benefits Administration, Leadership, Organizational..., Human Resources, Leadership Development, New Hire Orientations, Coaching, Training, Management, Policy, Program Management, Temporary Placement, Personnel Management, Team Building, Hiring, Payroll, Strategic Planning, Public Speaking
Education
Colorado State University 2004 — 2010
PhD work, Community Counseling
Wright State University 1989 — 1991
M.A., Human Resources, Training, and Organizational Development
University of Wyoming 1987 — 1989
B.S., Psychology
Eastern Wyoming College 1985 — 1987
A.S., General
Brett Slebodnik's CORE Financial Experience 2008 - Present
Job Agent at Core Financial
Industry Insurance
Experience
Core Financial 2008 - Present
Northglenn Winnelson 2006 - 2008
US Army 2003 - 2006
Education
Fort Lewis College 1995 — 2000
ESCIP 1999 — 1999
International Business
Core Financial 2008 - Present
Northglenn Winnelson 2006 - 2008
US Army 2003 - 2006
Education
Fort Lewis College 1995 — 2000
ESCIP 1999 — 1999
International Business
Deverie Misenhimer's CORE Financial Experience June 2008 - August 2008
Job Registered Nurse
Industry Hospital & Health Care
Experience
Denver Colorado December 2012 - Present
- February 2008 - Present
Denver Colorado July 2012 - August 2012
CORE Financial June 2008 - August 2008
- September 2006 - January 2008
El Caporal Family Restaurant October 2004 - August 2006
Skills
Critical Thinking, Time Management, Efficiency, Teamwork, Nursing Process, Patient Education, Prioritize Workload, Work Ethic, Quality Patient Care, Leadership, Patient Safety, Customer Service, Patient Advocacy, Work in A Fast-paced..., Direct Patient Care, Nursing Care, Work Independently with..., Communication Skills, Problem Solving, Strongly self-motivated, Nursing, Healthcare, Labor and Delivery, Medical/Surgical, Meditech, EMR, Prenatal Care, Mental Health, Public Health, Assessment/Planning/Eval..., Data Recording and..., Interpersonal Skill, Information Gathering, Registered Nurses, BLS, IV, Nursing Education, Medication..., Acute Care
Education
Metropolitan State College of Denver 2011 — 2012
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Colorado State University 2005 — 2009
Bachelor of Science (BS), Business Administration/ Finance
Denver Colorado December 2012 - Present
- February 2008 - Present
Denver Colorado July 2012 - August 2012
CORE Financial June 2008 - August 2008
- September 2006 - January 2008
El Caporal Family Restaurant October 2004 - August 2006
Skills
Critical Thinking, Time Management, Efficiency, Teamwork, Nursing Process, Patient Education, Prioritize Workload, Work Ethic, Quality Patient Care, Leadership, Patient Safety, Customer Service, Patient Advocacy, Work in A Fast-paced..., Direct Patient Care, Nursing Care, Work Independently with..., Communication Skills, Problem Solving, Strongly self-motivated, Nursing, Healthcare, Labor and Delivery, Medical/Surgical, Meditech, EMR, Prenatal Care, Mental Health, Public Health, Assessment/Planning/Eval..., Data Recording and..., Interpersonal Skill, Information Gathering, Registered Nurses, BLS, IV, Nursing Education, Medication..., Acute Care
Education
Metropolitan State College of Denver 2011 — 2012
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Colorado State University 2005 — 2009
Bachelor of Science (BS), Business Administration/ Finance
Doug Denis's CORE Financial Experience June 2007 - April 2010
Job CRM Consultant at HawkerSystems
Industry Information Technology and Services
Experience
CORE Financial June 2007 - April 2010
Phase Forward May 2005 - June 2006
Auto-Dyne Corp January 2003 - April 2005
Phase Forward January 2000 - January 2003
Education
University of Cincinnati 1995 — 1997
Nursing
Gulf Coast Community College 1992 — 1994
A.A, Nursing
CORE Financial June 2007 - April 2010
Phase Forward May 2005 - June 2006
Auto-Dyne Corp January 2003 - April 2005
Phase Forward January 2000 - January 2003
Education
University of Cincinnati 1995 — 1997
Nursing
Gulf Coast Community College 1992 — 1994
A.A, Nursing
Steven Lichlyter's CORE Financial Experience December 2008 - November 2009
Job at
Industry Retail
Experience
Chico's FAS, Inc. September 2014 - Present
Chico's FAS, Inc. July 2013 - September 2014
Chico's FAS, Inc. April 2012 - June 2013
The Sports Authority August 2011 - May 2012
Sports Authority May 2010 - August 2011
CORE Financial December 2008 - November 2009
Skills
Retail, JDA, Inventory Management, Sales, Merchandising, Inventory Control, Microsoft Word, PowerPoint, Training, Analysis, Trend Analysis, Microsoft Excel, Retail Buying, Fashion, Merchandise Planning, Apparel, Assortment, Management, Retail Sales, Leadership
Education
Colorado State University 2003 — 2008
Bachelor of Science Degree, Mathematics; Actuarial Science
Chico's FAS, Inc. September 2014 - Present
Chico's FAS, Inc. July 2013 - September 2014
Chico's FAS, Inc. April 2012 - June 2013
The Sports Authority August 2011 - May 2012
Sports Authority May 2010 - August 2011
CORE Financial December 2008 - November 2009
Skills
Retail, JDA, Inventory Management, Sales, Merchandising, Inventory Control, Microsoft Word, PowerPoint, Training, Analysis, Trend Analysis, Microsoft Excel, Retail Buying, Fashion, Merchandise Planning, Apparel, Assortment, Management, Retail Sales, Leadership
Education
Colorado State University 2003 — 2008
Bachelor of Science Degree, Mathematics; Actuarial Science
Jenni Cupo's CORE Financial Experience June 2015 - Present
Job Operations Associate at CORE Financial
Industry Financial Services
Experience
CORE Financial June 2015 - Present
Starr Title Insurance Agency, LLC August 2012 - February 2015
Skills
Refinance, Mortgage Banking, FHA, Mortgage Lending, Loans, Credit, Loan Origination, Banking, Residential Mortgages, Credit Analysis, Financial Analysis, Underwriting, Finance, VA loans, Investments, USDA, FHA financing, Commercial Lending, Consumer Lending, Financial Modeling, Mortgage Processing, Escorw Clerk, Title Processing, Customer Service, Customer Relations, Paranormal Investigation, Marketing Research, Online Research, metaphysical science
Education
Institute of Metaphysical Humanistic Science 2015 — 2016
Bachelor’s Degree, Hypnosis, Magna cum Laude
Rider University 1990 — 1993
Developmental and Child Psychology
CORE Financial June 2015 - Present
Starr Title Insurance Agency, LLC August 2012 - February 2015
Skills
Refinance, Mortgage Banking, FHA, Mortgage Lending, Loans, Credit, Loan Origination, Banking, Residential Mortgages, Credit Analysis, Financial Analysis, Underwriting, Finance, VA loans, Investments, USDA, FHA financing, Commercial Lending, Consumer Lending, Financial Modeling, Mortgage Processing, Escorw Clerk, Title Processing, Customer Service, Customer Relations, Paranormal Investigation, Marketing Research, Online Research, metaphysical science
Education
Institute of Metaphysical Humanistic Science 2015 — 2016
Bachelor’s Degree, Hypnosis, Magna cum Laude
Rider University 1990 — 1993
Developmental and Child Psychology
Benjamin Moats's CORE Financial Experience Registerd Investment AdviserJGMWealth Management LLCMarch 2015 - Present
Job Regestered Investment Advisor at JGM Wealth Management, LLC
Industry Financial Services
Experience
Core Financial Registerd Investment AdviserJGMWealth Management LLCMarch 2015 - Present
JGM Wealth Management, LLC March 2015 - Present
Skills
Insurance, IRAs, Fixed Annuities, Investments, Strategic Financial..., Retirement Planning, Financial Analysis, Economics, Retirement, Life Insurance
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.), Economics
Core Financial Registerd Investment AdviserJGMWealth Management LLCMarch 2015 - Present
JGM Wealth Management, LLC March 2015 - Present
Skills
Insurance, IRAs, Fixed Annuities, Investments, Strategic Financial..., Retirement Planning, Financial Analysis, Economics, Retirement, Life Insurance
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.), Economics
Brendan O Mara's CORE Financial Experience December 2010 - May 2013
Job at
Industry Financial Services
Experience
Title Company June 2014 - Present
REO America Abstract, Inc. May 2013 - June 2014
CORE Financial December 2010 - May 2013
Stewart Title April 2004 - December 2008
First American Title September 1998 - April 2004
LandAmerica Commonwealth September 1992 - September 1998
Industrial Valley Title Insurance September 1989 - September 1992
Skills
GAAP, Title Insurance, Financial Reporting, Accounting, Financial Statements, Strategic Financial..., General Ledger, Internal Controls, Auditing, Financial Accounting, Financial Analysis, Management, Fixed Assets, QuickBooks, Cash Flow, Financial Planning, Payroll, Sarbanes-Oxley Act
Education
Eastern University 1991 — 1994
Bachelor of Arts, Accounting
Title Company June 2014 - Present
REO America Abstract, Inc. May 2013 - June 2014
CORE Financial December 2010 - May 2013
Stewart Title April 2004 - December 2008
First American Title September 1998 - April 2004
LandAmerica Commonwealth September 1992 - September 1998
Industrial Valley Title Insurance September 1989 - September 1992
Skills
GAAP, Title Insurance, Financial Reporting, Accounting, Financial Statements, Strategic Financial..., General Ledger, Internal Controls, Auditing, Financial Accounting, Financial Analysis, Management, Fixed Assets, QuickBooks, Cash Flow, Financial Planning, Payroll, Sarbanes-Oxley Act
Education
Eastern University 1991 — 1994
Bachelor of Arts, Accounting