Crestone Capital Advisors
Industry: Capital market company
DescriptionFounded: 1991 Subsidiaries: FirstCity Crestone LLC, Crestone Securities Llc, Crestone Asset Management LlcFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportCrestone Capital LLCWebsiteDirections Saved (0) Saved Save Financial consultant in Boulder, Colorado Address: 1048 Pearl St #450, Boulder, CO 80302 Phone: (303) 442-4447: Hours: Website: Category: : Place name: : : : : Website: http://www.crestonecapital.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Crestone Capital LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Crestone Capital Advisors Employees
Employee
Years
Job
Industry
Nik Wunsch Nik Wunsch's Crestone Capital Advisors Experience May 2011 - July 2012
Job Six Sigma Black Belt at Cummins Rocky Mountain
Industry Automotive
Experience
Cummins Rocky Mountain July 2013 - Present
FactSet Research Systems July 2012 - June 2013
Crestone Capital Advisors May 2011 - July 2012
UBS Financial Services August 2010 - May 2011
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Finance
Cummins Rocky Mountain July 2013 - Present
FactSet Research Systems July 2012 - June 2013
Crestone Capital Advisors May 2011 - July 2012
UBS Financial Services August 2010 - May 2011
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Finance
Austin Foster Austin Foster's Crestone Capital Advisors Experience May 2014 - Present
Job Investment Analyst Intern at Crestone Capital Advisors
Industry Financial Services
Experience
Crestone Capital Advisors May 2014 - Present
Chi Psi Fraternity November 2013 - November 2014
University of Colorado Student Government Finance Board October 2013 - November 2014
The Broadmoor May 2013 - August 2013
Major League Baseball Players Alumni Association May 2012 - August 2012
Skills
Economics, Spanish, Access, Sustainability, Facebook, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Teamwork, PowerPoint, Fundraising, Public Speaking, Social Networking, Social Media, Event Planning, Leadership, Investments, Research
Education
University of Colorado at Boulder 2012 — 2016
BSBA with emphases in Finance & Accounting, 3.56
Cheyenne Mountain High School 2008 — 2012
High School
Crestone Capital Advisors May 2014 - Present
Chi Psi Fraternity November 2013 - November 2014
University of Colorado Student Government Finance Board October 2013 - November 2014
The Broadmoor May 2013 - August 2013
Major League Baseball Players Alumni Association May 2012 - August 2012
Skills
Economics, Spanish, Access, Sustainability, Facebook, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Teamwork, PowerPoint, Fundraising, Public Speaking, Social Networking, Social Media, Event Planning, Leadership, Investments, Research
Education
University of Colorado at Boulder 2012 — 2016
BSBA with emphases in Finance & Accounting, 3.56
Cheyenne Mountain High School 2008 — 2012
High School
Ashley Sawtelle's Crestone Capital Advisors Experience November 2008 - November 2011
Job Colorado + Destination Wedding Photographer at Ashley Sawtelle Photography
Industry Photography
Experience
Ashley Sawtelle Photography November 2011 - Present
Push IO Inc. November 2011 - September 2013
Crestone Capital Advisors November 2008 - November 2011
Jackson National Life January 2007 - November 2008
Skills
Weddings, Photography, Recruiting, Enterprise Software, Event Management, Digital Photography, Wedding Photography, Film photography, Portrait Photography, New Business Development, Website Development, Client Service, Social Media, Salesforce.com, iPhone, Start-ups, Sales, Strategic Planning, Customer Service
Education
Texas Tech University 2002 — 2006
Finance, General
The University of Texas at Austin
Ashley Sawtelle Photography November 2011 - Present
Push IO Inc. November 2011 - September 2013
Crestone Capital Advisors November 2008 - November 2011
Jackson National Life January 2007 - November 2008
Skills
Weddings, Photography, Recruiting, Enterprise Software, Event Management, Digital Photography, Wedding Photography, Film photography, Portrait Photography, New Business Development, Website Development, Client Service, Social Media, Salesforce.com, iPhone, Start-ups, Sales, Strategic Planning, Customer Service
Education
Texas Tech University 2002 — 2006
Finance, General
The University of Texas at Austin
Gina Santaniello Gina Santaniello's Crestone Capital Advisors Experience January 2013 - Present
Job
Industry Financial Services
Experience
Crestone Capital Advisors January 2013 - Present
Serengeti Asset Management August 2011 - December 2012
Goldman Sachs December 2009 - July 2011
Galleon Group May 2007 - December 2009
P&J Marine January 2000 - December 2005
Skills
Equities, Hedge Funds, Asset Management, Bloomberg, Valuation, Financial Modeling, Investments
Education
University of Florida
Finance
Crestone Capital Advisors January 2013 - Present
Serengeti Asset Management August 2011 - December 2012
Goldman Sachs December 2009 - July 2011
Galleon Group May 2007 - December 2009
P&J Marine January 2000 - December 2005
Skills
Equities, Hedge Funds, Asset Management, Bloomberg, Valuation, Financial Modeling, Investments
Education
University of Florida
Finance
Oana Bolton Oana Bolton's Crestone Capital Advisors Experience October 2001 - Present
Job Director of Accounting and Administration at Crestone Capital Advisors
Industry Financial Services
Experience
Crestone Capital Advisors October 2001 - Present
Design Fabricators Inc. February 1997 - October 2001
Charles Hughes and Company November 1995 - February 1997
Skills
Alternative Investments, Accounting, Portfolio Management, Investments, Equities, Mutual Funds, Financial Analysis, Hedge Funds, Fund Of Funds, Financial Modeling, Due Diligence, Budgets, Accounts Payable, Finance, Private Equity, Mergers & Acquisitions, Asset Management
Education
University of Phoenix 1999 — 2001
Master of Business Administration (MBA)
UCLA 1990 — 1995
Bachelor's degree, Linguistics and Computer Science
Crestone Capital Advisors October 2001 - Present
Design Fabricators Inc. February 1997 - October 2001
Charles Hughes and Company November 1995 - February 1997
Skills
Alternative Investments, Accounting, Portfolio Management, Investments, Equities, Mutual Funds, Financial Analysis, Hedge Funds, Fund Of Funds, Financial Modeling, Due Diligence, Budgets, Accounts Payable, Finance, Private Equity, Mergers & Acquisitions, Asset Management
Education
University of Phoenix 1999 — 2001
Master of Business Administration (MBA)
UCLA 1990 — 1995
Bachelor's degree, Linguistics and Computer Science
Patience Baldwin's Crestone Capital Advisors Experience December 2012 - Present
Job Director of Marketing and Communications at Crestone Capital Advisors
Industry Financial Services
Experience
Crestone Capital Advisors December 2012 - Present
Alem International Management July 2010 - November 2012
Vail Resorts December 2008 - July 2010
Education
University of Denver 2000 — 2004
Bachelor of Arts (BA), Marketing and Communications
Crestone Capital Advisors December 2012 - Present
Alem International Management July 2010 - November 2012
Vail Resorts December 2008 - July 2010
Education
University of Denver 2000 — 2004
Bachelor of Arts (BA), Marketing and Communications
Taylor Coletta Taylor Coletta's Crestone Capital Advisors Experience January 2015 - Present
Job Client Advisory Intern at Crestone Capital Advisors
Industry Financial Services
Experience
Crestone Capital Advisors January 2015 - Present
Stifel Financial Corp. August 2015 - August 2015
CU Boulder January 2014 - January 2015
Lockton Companies July 2014 - August 2014
Quiznos 2012 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Marketing, Data Analysis
Education
University of Colorado Boulder 2013 — 2016
Bachelor of Science in Business Administration, Finance, Sophomore
Loyola Marymount University 2013 — 2013
Coursework towards Bachelor of Arts with Emphasis in Economics
Crestone Capital Advisors January 2015 - Present
Stifel Financial Corp. August 2015 - August 2015
CU Boulder January 2014 - January 2015
Lockton Companies July 2014 - August 2014
Quiznos 2012 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Marketing, Data Analysis
Education
University of Colorado Boulder 2013 — 2016
Bachelor of Science in Business Administration, Finance, Sophomore
Loyola Marymount University 2013 — 2013
Coursework towards Bachelor of Arts with Emphasis in Economics
Katie Gallagher (Beattie) CFP®, CFS® Katie Gallagher (Beattie) CFP®, CFS®'s Crestone Capital Advisors Experience February 2011 - October 2011
Job Director Retirement and Wealth Strategies at Jackson National Life Distributors, LLC
Industry Financial Services
Experience
Jackson National Life Dist LLC October 2011 - Present
Crestone Capital Advisors February 2011 - October 2011
Jackson National Life Dist LLC December 2006 - February 2011
Skills
Series 7, Series 63, Annuities, Alternative Investments, Insurance, Public Speaking, Series 6, Retirement Planning, Tax, Trusts, Life Insurance, Fixed Annuities, Management, Sales, Retirement, Securities, Financial Services, Estate Planning, FINRA, Investments, Wealth Management, Variable Annuities, Asset Management, Asset Allocation, Salesforce.com, Business Relationship..., Due Diligence, Mutual Funds, Finance, 401k
Education
Colorado State University 2002 — 2006
Bachelors of Arts, Economics
Colorado State University 2002 — 2006
Minor, Business Administration
Jackson National Life Dist LLC October 2011 - Present
Crestone Capital Advisors February 2011 - October 2011
Jackson National Life Dist LLC December 2006 - February 2011
Skills
Series 7, Series 63, Annuities, Alternative Investments, Insurance, Public Speaking, Series 6, Retirement Planning, Tax, Trusts, Life Insurance, Fixed Annuities, Management, Sales, Retirement, Securities, Financial Services, Estate Planning, FINRA, Investments, Wealth Management, Variable Annuities, Asset Management, Asset Allocation, Salesforce.com, Business Relationship..., Due Diligence, Mutual Funds, Finance, 401k
Education
Colorado State University 2002 — 2006
Bachelors of Arts, Economics
Colorado State University 2002 — 2006
Minor, Business Administration
Morrie Hudiburg's Crestone Capital Advisors Experience 2013 - February 2014
Job Associate Product Manager at CPAP TotalCare
Industry Marketing and Advertising
Experience
For The Bliss Of It Blog July 2015 - Present
CPAP TotalCare June 2015 - Present
HMEInteractive May 2014 - Present
Trader Joe's February 2014 - May 2014
Crestone Capital Advisors 2013 - February 2014
University of Colorado Boulder November 2011 - April 2013
Town of Superior May 2011 - August 2011
Lakeshore Athletic Club May 2010 - August 2011
Skills
PowerPoint, Social Media, Social Media Marketing, Microsoft Office, Business Development, Microsoft Excel, Marketing, Leadership, Advertising, Social Networking, Market Research, Community Service, Public Speaking, VBA Programming, Customer Service, Microsoft Word, Event Planning
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Monarch High School 2006 — 2011
High School Degree
For The Bliss Of It Blog July 2015 - Present
CPAP TotalCare June 2015 - Present
HMEInteractive May 2014 - Present
Trader Joe's February 2014 - May 2014
Crestone Capital Advisors 2013 - February 2014
University of Colorado Boulder November 2011 - April 2013
Town of Superior May 2011 - August 2011
Lakeshore Athletic Club May 2010 - August 2011
Skills
PowerPoint, Social Media, Social Media Marketing, Microsoft Office, Business Development, Microsoft Excel, Marketing, Leadership, Advertising, Social Networking, Market Research, Community Service, Public Speaking, VBA Programming, Customer Service, Microsoft Word, Event Planning
Education
University of Colorado at Boulder 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
Monarch High School 2006 — 2011
High School Degree
Kyle Kuh Kyle Kuh's Crestone Capital Advisors Experience May 2008 - August 2008
Job Product Management & Business Development at Bloom Energy
Industry Renewables & Environment
Experience
Bloom Energy June 2015 - Present
Deloitte July 2010 - August 2014
Social Venture Partners May 2009 - August 2009
Iraq Middle Market Development Foundation August 2008 - December 2008
Crestone Capital Advisors May 2008 - August 2008
Skills
Data Analysis, Analytics, Problem Solving, Business Analysis, PowerPoint, Access, Microsoft Excel, Management Consulting, Economics, Modeling, Tableau, Manufacturing Operations, Supply Chain..., Financial Analysis, Financial Modeling, Competitive Analysis, Presentation Development, Market Research, Strategy
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
Claremont McKenna College 2006 — 2010
Bachelor of Arts, Economics & Government
Bloom Energy June 2015 - Present
Deloitte July 2010 - August 2014
Social Venture Partners May 2009 - August 2009
Iraq Middle Market Development Foundation August 2008 - December 2008
Crestone Capital Advisors May 2008 - August 2008
Skills
Data Analysis, Analytics, Problem Solving, Business Analysis, PowerPoint, Access, Microsoft Excel, Management Consulting, Economics, Modeling, Tableau, Manufacturing Operations, Supply Chain..., Financial Analysis, Financial Modeling, Competitive Analysis, Presentation Development, Market Research, Strategy
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
Claremont McKenna College 2006 — 2010
Bachelor of Arts, Economics & Government
Samantha Hatch's Crestone Capital Advisors Experience September 2011 - Present
Job Senior Investment Assistant at Crestone Capital Advisors
Industry Financial Services
Experience
Crestone Capital Advisors September 2011 - Present
Crestone Capital Advisors LLC January 2002 - October 2011
George K. Baum & Company December 1999 - November 2001
Thomas F. Lennon Inc. November 1996 - November 1998
ILC Intelligent Lighting Controls, Inc. September 1992 - September 1996
Skills
Microsoft Excel, Microsoft Office
Education
Other 1996 — 1999
M.Div.
Bethel University 1990 — 1992
B.A., Professional and Creative Writing
George Mason University 1988 — 1989
Crestone Capital Advisors September 2011 - Present
Crestone Capital Advisors LLC January 2002 - October 2011
George K. Baum & Company December 1999 - November 2001
Thomas F. Lennon Inc. November 1996 - November 1998
ILC Intelligent Lighting Controls, Inc. September 1992 - September 1996
Skills
Microsoft Excel, Microsoft Office
Education
Other 1996 — 1999
M.Div.
Bethel University 1990 — 1992
B.A., Professional and Creative Writing
George Mason University 1988 — 1989
Miles Cooke, CFA's Crestone Capital Advisors Experience August 2010 - Present
Job Senior Investment Analyst at Crestone Capital Advisors
Industry Financial Services
Experience
Crestone Capital Advisors August 2010 - Present
Wall Street On Demand August 2009 - August 2010
BlackRock May 2008 - August 2008
Skills
Hedge Funds, Investments, Bloomberg, Portfolio Management, Valuation, Alternative Investments, Private Equity, Venture Capital, Oil & Gas Industry, Microsoft Excel, Real Estate, Asset Management, Asset Allocation, Financial Modeling, Energy
Education
University of Colorado Boulder 2004 — 2009
Bachelor of Science in Business Administration, Finance, International Business
Crestone Capital Advisors August 2010 - Present
Wall Street On Demand August 2009 - August 2010
BlackRock May 2008 - August 2008
Skills
Hedge Funds, Investments, Bloomberg, Portfolio Management, Valuation, Alternative Investments, Private Equity, Venture Capital, Oil & Gas Industry, Microsoft Excel, Real Estate, Asset Management, Asset Allocation, Financial Modeling, Energy
Education
University of Colorado Boulder 2004 — 2009
Bachelor of Science in Business Administration, Finance, International Business
Daniel Heppard Daniel Heppard's Crestone Capital Advisors Experience May 2013 - August 2013
Job Incoming Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2014 - August 2014
Leeds School of Business Student Government May 2013 - 2014
Crestone Capital Advisors May 2013 - August 2013
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Goldman Sachs June 2014 - August 2014
Leeds School of Business Student Government May 2013 - 2014
Crestone Capital Advisors May 2013 - August 2013
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Marc Whitcher Marc Whitcher's Crestone Capital Advisors Experience January 2007 - May 2009
Job Financial Analyst Financial Planning & Analysis at James Hardie Building Products
Industry Airlines/Aviation
Experience
James Hardie Building Products July 2015 - Present
United Airlines February 2014 - Present
United Airlines July 2011 - Present
United Airlines May 2010 - July 2011
United Airlines July 2009 - May 2010
Crestone Capital Advisors January 2007 - May 2009
Skills
Investments, Mergers, Due Diligence, Vendor Management, Analysis, Mergers & Acquisitions, Financial Analysis, Finance, Strategy, Financial Modeling, Valuation, Process Improvement, Project Planning
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelor of Science, Finance
James Hardie Building Products July 2015 - Present
United Airlines February 2014 - Present
United Airlines July 2011 - Present
United Airlines May 2010 - July 2011
United Airlines July 2009 - May 2010
Crestone Capital Advisors January 2007 - May 2009
Skills
Investments, Mergers, Due Diligence, Vendor Management, Analysis, Mergers & Acquisitions, Financial Analysis, Finance, Strategy, Financial Modeling, Valuation, Process Improvement, Project Planning
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2009
Bachelor of Science, Finance
Becky Klatt's Crestone Capital Advisors Experience July 2011 - September 2013
Job New Business Strategist | Executive and Entrepreneurial Support | Event Creation and Management
Industry Telecommunications
Experience
Zayo Group October 2013 - Present
Donna Baldwin Talent August 2001 - Present
Crestone Capital Advisors July 2011 - September 2013
Apex Systems November 2009 - July 2011
P.F. Chang's China Bistro August 2002 - November 2009
Skills
CRM, Business Development, Sales, Management, Relationship..., Adobe Creative Suite, Communication Design, Process Improvement, Social Networking..., Market and Development..., Sales Analysis, Photography, Event Management, Art Direction, PowerPoint, CRM databases, Graphic Design, Salesforce.com, Google Products, Research, Social Media, Online Social Networking, Project Management, Customer Service, Leadership, Telecommunications
Education
University of Colorado at Boulder
Journalism, Dance
Front Range Community College
Business, Graphic Design
Broomfield High School
Zayo Group October 2013 - Present
Donna Baldwin Talent August 2001 - Present
Crestone Capital Advisors July 2011 - September 2013
Apex Systems November 2009 - July 2011
P.F. Chang's China Bistro August 2002 - November 2009
Skills
CRM, Business Development, Sales, Management, Relationship..., Adobe Creative Suite, Communication Design, Process Improvement, Social Networking..., Market and Development..., Sales Analysis, Photography, Event Management, Art Direction, PowerPoint, CRM databases, Graphic Design, Salesforce.com, Google Products, Research, Social Media, Online Social Networking, Project Management, Customer Service, Leadership, Telecommunications
Education
University of Colorado at Boulder
Journalism, Dance
Front Range Community College
Business, Graphic Design
Broomfield High School
Joseph Cicerelli's Crestone Capital Advisors Experience May 2012 - August 2012
Job Consultant at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems September 2013 - Present
Southern Tide July 2012 - May 2013
Phi Kappa Tau Fraternity January 2012 - May 2013
Crestone Capital Advisors May 2012 - August 2012
Miami Finance Association August 2011 - August 2012
Amplify U August 2011 - May 2012
Phi Kappa Tau Fraternity January 2011 - December 2011
Groove Automotive May 2010 - August 2010
Skills
Financial Modeling, Wealth Management..., Sales, Market Research, Microsoft Excel, PowerPoint, Microsoft Office 2007, Bloomberg, Public Speaking, Teamwork, Advertising, Analysis, Research, Budgets, Access
Education
CFA Program Candidate 2015 — 2017
Miami University 2009 — 2013
Bachelor of Science (B.S.)
Forum Nexus 2011 — 2011
Cherry Creek High School 2005 — 2009
FactSet Research Systems September 2013 - Present
Southern Tide July 2012 - May 2013
Phi Kappa Tau Fraternity January 2012 - May 2013
Crestone Capital Advisors May 2012 - August 2012
Miami Finance Association August 2011 - August 2012
Amplify U August 2011 - May 2012
Phi Kappa Tau Fraternity January 2011 - December 2011
Groove Automotive May 2010 - August 2010
Skills
Financial Modeling, Wealth Management..., Sales, Market Research, Microsoft Excel, PowerPoint, Microsoft Office 2007, Bloomberg, Public Speaking, Teamwork, Advertising, Analysis, Research, Budgets, Access
Education
CFA Program Candidate 2015 — 2017
Miami University 2009 — 2013
Bachelor of Science (B.S.)
Forum Nexus 2011 — 2011
Cherry Creek High School 2005 — 2009
Daniel Isham's Crestone Capital Advisors Experience March 2011 - May 2012
Job Product Management Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2012 - Present
Crestone Capital Advisors March 2011 - May 2012
Skills
Bloomberg, Excel, Portfolio Management, Research, Asset Management
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
B.S. Degree, Finance
ThunderRidge High School
Goldman Sachs July 2012 - Present
Crestone Capital Advisors March 2011 - May 2012
Skills
Bloomberg, Excel, Portfolio Management, Research, Asset Management
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
B.S. Degree, Finance
ThunderRidge High School
ELIZABETH RAINWATER ELIZABETH RAINWATER's Crestone Capital Advisors Experience September 2015 - Present
Job Executive Assistant at Crestone Capital Advisors
Industry Telecommunications
Experience
Crestone Capital Advisors September 2015 - Present
ServiceLink, a Black Knight company January 2015 - August 2015
Level 3 Communications June 2014 - December 2014
Newmont Mining Corporation January 2013 - June 2014
Intrepid Potash September 2007 - December 2012
Skills
Microsoft Excel, Microsoft Office, Event Planning, Budgets, Outlook, Customer Service, PowerPoint, Event Management, Microsoft Word, Management
Education
University of Colorado Denver 1996 — 2000
Bachelor's degree Communications, Magna Cum Laude
Crestone Capital Advisors September 2015 - Present
ServiceLink, a Black Knight company January 2015 - August 2015
Level 3 Communications June 2014 - December 2014
Newmont Mining Corporation January 2013 - June 2014
Intrepid Potash September 2007 - December 2012
Skills
Microsoft Excel, Microsoft Office, Event Planning, Budgets, Outlook, Customer Service, PowerPoint, Event Management, Microsoft Word, Management
Education
University of Colorado Denver 1996 — 2000
Bachelor's degree Communications, Magna Cum Laude
Sean P. Gilligan, CFA, CPA, CIPM Sean P. Gilligan, CFA, CPA, CIPM's Crestone Capital Advisors Experience July 2006 - June 2008
Job Managing Director at Longs Peak Advisory Services, LLC
Industry Financial Services
Experience
Longs Peak Advisory Services, LLC September 2015 - Present
Ashland Partners June 2008 - September 2015
Crestone Capital Advisors July 2006 - June 2008
Lehman Brothers January 2004 - May 2006
NewBridge Partners, LLC 2000 - 2002
Skills
Alternative Investments, Performance Measurement, GIPS Compliance, Investments, Hedge Funds, Financial Services, Equities, Accounting
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
MS, Accounting
Pace University - Lubin School of Business 2000 — 2002
BBA, Business Management
Longs Peak Advisory Services, LLC September 2015 - Present
Ashland Partners June 2008 - September 2015
Crestone Capital Advisors July 2006 - June 2008
Lehman Brothers January 2004 - May 2006
NewBridge Partners, LLC 2000 - 2002
Skills
Alternative Investments, Performance Measurement, GIPS Compliance, Investments, Hedge Funds, Financial Services, Equities, Accounting
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
MS, Accounting
Pace University - Lubin School of Business 2000 — 2002
BBA, Business Management
Brice Williams, CFA Brice Williams, CFA's Crestone Capital Advisors Experience March 2001 - August 2003
Job Vice President, Financial Advisor at Plan Strategies, Inc.
Industry Financial Services
Experience
Plan Strategies, Inc. June 2012 - Present
Lincoln Trust Company March 2008 - Present
Lincoln Trust Company February 2004 - March 2008
Crestone Capital Advisors March 2001 - August 2003
Charles Schwab August 1995 - March 2001
Skills
Broker Dealer Compliance, Financial Analysis, Trading, Retirement Planning, Finance, Mutual Funds, Securities, Management, Risk Management, Investments, Process Improvement, Wealth Management, Series 7
Education
The University of Georgia 1990 — 1995
BBA, International Business
Plan Strategies, Inc. June 2012 - Present
Lincoln Trust Company March 2008 - Present
Lincoln Trust Company February 2004 - March 2008
Crestone Capital Advisors March 2001 - August 2003
Charles Schwab August 1995 - March 2001
Skills
Broker Dealer Compliance, Financial Analysis, Trading, Retirement Planning, Finance, Mutual Funds, Securities, Management, Risk Management, Investments, Process Improvement, Wealth Management, Series 7
Education
The University of Georgia 1990 — 1995
BBA, International Business
Corinne Johnson Corinne Johnson's Crestone Capital Advisors Experience June 2007 - December 2009
Job CCO / VP Operations
Industry Investment Management
Experience
Woodbourne Capital Management International, LP May 2012 - Present
Opes, Inc March 2011 - March 2012
Crestone Capital Advisors June 2007 - December 2009
Diversified Financial Management Corp. 2003 - 2007
Education
The University of Chicago - Booth School of Business
MBA, Finance and Accounting
University of Colorado at Boulder
BS in Business, Finance
Woodbourne Capital Management International, LP May 2012 - Present
Opes, Inc March 2011 - March 2012
Crestone Capital Advisors June 2007 - December 2009
Diversified Financial Management Corp. 2003 - 2007
Education
The University of Chicago - Booth School of Business
MBA, Finance and Accounting
University of Colorado at Boulder
BS in Business, Finance
Sophie Sunderland's Crestone Capital Advisors Experience May 2010 - May 2011
Job Project Manager at Terumo BCT
Industry Medical Devices
Experience
Terumo BCT October 2012 - Present
SDL plc July 2012 - October 2012
SDL International August 2011 - July 2012
Crestone Capital Advisors May 2010 - May 2011
Skills
Localization, Microsoft Office, Project Management, Software Project..., Agile Project Management, Globalization, Internationalization, Management, Project Planning, Financial Modeling, Finance, Budgets, Business Strategy, Marketing, Analysis, PowerPoint, Customer Service
Education
University of Colorado at Boulder 2007 — 2011
Bachelor of Science, Business Administration, Finance, Certificate in Quantitative Finance, Minor in Mathematics
Terumo BCT October 2012 - Present
SDL plc July 2012 - October 2012
SDL International August 2011 - July 2012
Crestone Capital Advisors May 2010 - May 2011
Skills
Localization, Microsoft Office, Project Management, Software Project..., Agile Project Management, Globalization, Internationalization, Management, Project Planning, Financial Modeling, Finance, Budgets, Business Strategy, Marketing, Analysis, PowerPoint, Customer Service
Education
University of Colorado at Boulder 2007 — 2011
Bachelor of Science, Business Administration, Finance, Certificate in Quantitative Finance, Minor in Mathematics
Jaimi Christly Jaimi Christly's Crestone Capital Advisors Experience July 2006 - August 2012
Job Audit Senior at Hein & Associates
Industry Accounting
Experience
Hein & Associates August 2014 - Present
Hein & Associates September 2012 - July 2014
Crestone Capital Advisors July 2006 - August 2012
Skills
Accounting, Auditing, Financial Analysis, QuickBooks, Microsoft Excel, GAAP, Financial Statements, General Ledger, US GAAP, Financial Accounting, CPA, Internal Controls
Education
University of Colorado at Denver 2008 — 2012
B.S. Business Administration, Accounting
Hein & Associates August 2014 - Present
Hein & Associates September 2012 - July 2014
Crestone Capital Advisors July 2006 - August 2012
Skills
Accounting, Auditing, Financial Analysis, QuickBooks, Microsoft Excel, GAAP, Financial Statements, General Ledger, US GAAP, Financial Accounting, CPA, Internal Controls
Education
University of Colorado at Denver 2008 — 2012
B.S. Business Administration, Accounting
Sarah Stegmiller's Crestone Capital Advisors Experience January 2015 - Present
Job Director of First Impressions at Crestone Capital Advisors
Industry Investment Management
Experience
Crestone Capital Advisors January 2015 - Present
Mission Federal Credit Union June 2014 - January 2015
New Orleans Hamburger &Seafood Company February 2014 - May 2014
Regions Financial Corporation March 2012 - May 2014
Target August 2011 - March 2012
Joe's Crab Shack July 2008 - June 2011
Skills
Customer Service, Banking, Sales, PowerPoint, Sales Process, Sales Management, Time Management, Customer Satisfaction, Outlook, Phone Etiquette, Receptionist Duties, Vendor Relations, Office Administration, Cold Calling, Meeting Scheduling
Education
Metropolitan State University of Denver 2009 — 2010
Iver C. Ranum 2005 — 2009
High School, IB, 3.8
Crestone Capital Advisors January 2015 - Present
Mission Federal Credit Union June 2014 - January 2015
New Orleans Hamburger &Seafood Company February 2014 - May 2014
Regions Financial Corporation March 2012 - May 2014
Target August 2011 - March 2012
Joe's Crab Shack July 2008 - June 2011
Skills
Customer Service, Banking, Sales, PowerPoint, Sales Process, Sales Management, Time Management, Customer Satisfaction, Outlook, Phone Etiquette, Receptionist Duties, Vendor Relations, Office Administration, Cold Calling, Meeting Scheduling
Education
Metropolitan State University of Denver 2009 — 2010
Iver C. Ranum 2005 — 2009
High School, IB, 3.8
Jeffrey Burney's Crestone Capital Advisors Experience August 2015 - Present
Job Senior Client Advisor
Industry Investment Management
Experience
Crestone Capital Advisors August 2015 - Present
J.P. Morgan Private Bank November 2009 - August 2015
J.P. Morgan Private Bank January 2008 - November 2009
J.P. Morgan Private Bank June 2005 - December 2007
Skills
Financial Modeling, Financial Analysis, Capital Markets, Equities, Management, Fixed Income, Strategic Planning, Investments
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Business Economics
Crestone Capital Advisors August 2015 - Present
J.P. Morgan Private Bank November 2009 - August 2015
J.P. Morgan Private Bank January 2008 - November 2009
J.P. Morgan Private Bank June 2005 - December 2007
Skills
Financial Modeling, Financial Analysis, Capital Markets, Equities, Management, Fixed Income, Strategic Planning, Investments
Education
Ohio University 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Business Economics
Richard Hall, CFA Richard Hall, CFA's Crestone Capital Advisors Experience October 2008 - May 2010
Job Consultant at Chatham Financial
Industry Financial Services
Experience
Chatham Financial May 2015 - Present
Greenheart Travel September 2014 - April 2015
Stifel Nicolaus June 2010 - August 2014
Crestone Capital Advisors October 2008 - May 2010
University of Colorado August 2006 - April 2010
Almacen Storage May 2008 - August 2008
Skills
Investment Management, Chartered Financial..., Research, Modeling, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Forecasting, Valuation, Equity Derivatives, Equity Valuation, Publishing, Equity Research, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Finance, Economics
University of Colorado at Boulder 2006 — 2010
Bachelor of Science (BS), Finance
Chatham Financial May 2015 - Present
Greenheart Travel September 2014 - April 2015
Stifel Nicolaus June 2010 - August 2014
Crestone Capital Advisors October 2008 - May 2010
University of Colorado August 2006 - April 2010
Almacen Storage May 2008 - August 2008
Skills
Investment Management, Chartered Financial..., Research, Modeling, Financial Modeling, Financial Reporting, Microsoft Excel, Microsoft Office, Financial Forecasting, Valuation, Equity Derivatives, Equity Valuation, Publishing, Equity Research, Portfolio Management
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Finance, Economics
University of Colorado at Boulder 2006 — 2010
Bachelor of Science (BS), Finance
Alexandra van de Boogaard Alexandra van de Boogaard's Crestone Capital Advisors Experience May 2013 - December 2014
Job Banking Analyst at JP Morgan Private Bank
Industry Financial Services
Experience
Crestone Capital Advisors May 2013 - December 2014
The Village Tavern July 2012 - May 2013
City and County of Broomfield April 2008 - August 2011
Skills
Internet Explorer, Customer Satisfaction, Microsoft Excel, Mircosoft Outlook, Microsoft Word, Microsoft Office, Capital Budgeting, Financial Statement..., Financial Modeling, Financial Reporting, Facebook, Adobe
Education
University of Colorado at Boulder 2011 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Cummulative GPA: 3.7
Legacy High School 2007 — 2011
GPA: 4.0
Crestone Capital Advisors May 2013 - December 2014
The Village Tavern July 2012 - May 2013
City and County of Broomfield April 2008 - August 2011
Skills
Internet Explorer, Customer Satisfaction, Microsoft Excel, Mircosoft Outlook, Microsoft Word, Microsoft Office, Capital Budgeting, Financial Statement..., Financial Modeling, Financial Reporting, Facebook, Adobe
Education
University of Colorado at Boulder 2011 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Cummulative GPA: 3.7
Legacy High School 2007 — 2011
GPA: 4.0
Maggie Kinnard Maggie Kinnard's Crestone Capital Advisors Experience June 2015 - Present
Job Marketing Intern at Crestone Captial Advisors, MBA Candidate 2016
Industry Higher Education
Experience
Crestone Capital Advisors June 2015 - Present
Entrepreneurial Solutions April 2015 - September 2015
Reading Partners August 2013 - August 2014
Friendship Bridge May 2012 - August 2012
Opportunity International January 2012 - May 2012
Education
University of Colorado Boulder 2014 — 2016
Master of Business Administration (MBA)
Wheaton College 2009 — 2013
Bachelor of Arts (BA), Economics and International Relations
Crestone Capital Advisors June 2015 - Present
Entrepreneurial Solutions April 2015 - September 2015
Reading Partners August 2013 - August 2014
Friendship Bridge May 2012 - August 2012
Opportunity International January 2012 - May 2012
Education
University of Colorado Boulder 2014 — 2016
Master of Business Administration (MBA)
Wheaton College 2009 — 2013
Bachelor of Arts (BA), Economics and International Relations
Charlie Lehman Charlie Lehman's Crestone Capital Advisors Experience May 2015 - Present
Job Intern at Crestone Capital Advisors
Industry Financial Services
Experience
Crestone Capital Advisors May 2015 - Present
River Road Coffeehouse November 2014 - Present
Shanahan's Steakhouse June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Public Speaking, Editing, Leadership, Research, Customer Service, Bloomberg Terminal, Project Management, Communication, Financial Analysis, Teamwork, Event Planning, Teaching, Data Analysis, Economics, English, Analysis, Qualitative Research
Education
Kenyon College 2013 — 2017
Economics, Junior
Midland School 2009 — 2013
Crestone Capital Advisors May 2015 - Present
River Road Coffeehouse November 2014 - Present
Shanahan's Steakhouse June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Microsoft Excel, Public Speaking, Editing, Leadership, Research, Customer Service, Bloomberg Terminal, Project Management, Communication, Financial Analysis, Teamwork, Event Planning, Teaching, Data Analysis, Economics, English, Analysis, Qualitative Research
Education
Kenyon College 2013 — 2017
Economics, Junior
Midland School 2009 — 2013
Colin MacDougall Colin MacDougall's Crestone Capital Advisors Experience May 2013 - May 2014
Job Recent Graduate of the Leeds School of Business
Industry Financial Services
Experience
Crestone Capital Advisors May 2013 - May 2014
University of Colorado August 2010 - May 2014
Beta Gamma Sigma May 2013 - May 2013
Off the Cuff Labs October 2012 - March 2013
New Hope Natural Media June 2012 - August 2012
Skills
Social Media Marketing, Microsoft Excel, Collaborative Problem..., Data Mining, Social Media, Microsoft Word, Editing, Facebook, New Media, Digital Marketing, Blogging, Sales, Spanish, Analysis, Marketing, Research, Financial Modeling, PowerPoint, Public Speaking, Microsoft Office
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Crestone Capital Advisors May 2013 - May 2014
University of Colorado August 2010 - May 2014
Beta Gamma Sigma May 2013 - May 2013
Off the Cuff Labs October 2012 - March 2013
New Hope Natural Media June 2012 - August 2012
Skills
Social Media Marketing, Microsoft Excel, Collaborative Problem..., Data Mining, Social Media, Microsoft Word, Editing, Facebook, New Media, Digital Marketing, Blogging, Sales, Spanish, Analysis, Marketing, Research, Financial Modeling, PowerPoint, Public Speaking, Microsoft Office
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Wesley Flanigan, CFA Wesley Flanigan, CFA's Crestone Capital Advisors Experience February 2011 - December 2011
Job Research Analyst at ClearRock
Industry Investment Management
Experience
ClearRock September 2014 - Present
The Berry Company March 2012 - July 2014
Crestone Capital Advisors February 2011 - December 2011
Crestone Capital Advisors October 2010 - February 2011
Skills
Mutual Funds, Financial Modeling, Valuation, Financial Analysis, Financial Markets, Finance, Investments, Asset Allocation, Microsoft Excel, Bloomberg Terminal, Bloomberg, Factset, Business Development
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2011
BS, Finance
ClearRock September 2014 - Present
The Berry Company March 2012 - July 2014
Crestone Capital Advisors February 2011 - December 2011
Crestone Capital Advisors October 2010 - February 2011
Skills
Mutual Funds, Financial Modeling, Valuation, Financial Analysis, Financial Markets, Finance, Investments, Asset Allocation, Microsoft Excel, Bloomberg Terminal, Bloomberg, Factset, Business Development
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2011
BS, Finance
Bob Timble Bob Timble's Crestone Capital Advisors Experience March 2002 - December 2006
Job Senior Investment Operations Analyst at First Western Trust Bank, CIPM Candidate
Industry Financial Services
Experience
First Western Trust Bank June 2009 - Present
Woodbourne Investments March 2007 - July 2008
Crestone Capital Advisors March 2002 - December 2006
Skills
Alternative Investments, Investments, Financial Modeling, Portfolio Management, Asset Management, Hedge Funds, Bloomberg
Education
University of Illinois at Urbana-Champaign 1990 — 1994
B.A., Finance
First Western Trust Bank June 2009 - Present
Woodbourne Investments March 2007 - July 2008
Crestone Capital Advisors March 2002 - December 2006
Skills
Alternative Investments, Investments, Financial Modeling, Portfolio Management, Asset Management, Hedge Funds, Bloomberg
Education
University of Illinois at Urbana-Champaign 1990 — 1994
B.A., Finance
Mackenzie Williams Mackenzie Williams's Crestone Capital Advisors Experience December 2008 - May 2010
Job Senior Associate at Duff & Phelps
Industry Real Estate
Experience
Duff & Phelps July 2011 - Present
Formations, LLC January 2011 - April 2011
SDL International July 2010 - December 2010
Crestone Capital Advisors December 2008 - May 2010
Skills
Investments, Corporate Finance, Financial Analysis, Real Estate, Business Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance
Universidad de Sevilla 2008 — 2009
Bachelor of Arts (B.A.), International Spanish for the Professions
Duff & Phelps July 2011 - Present
Formations, LLC January 2011 - April 2011
SDL International July 2010 - December 2010
Crestone Capital Advisors December 2008 - May 2010
Skills
Investments, Corporate Finance, Financial Analysis, Real Estate, Business Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance
Universidad de Sevilla 2008 — 2009
Bachelor of Arts (B.A.), International Spanish for the Professions
Hannah Saul Hannah Saul's Crestone Capital Advisors Experience January 2013 - July 2013
Job Administrative Assistant of Membership and Credentialing at American Academy of Implant Dentistry
Industry Market Research
Experience
American Academy of Implant Dentistry June 2014 - Present
Bleu Marketing Solutions (SF / NY) February 2014 - Present
Swarm Mobile October 2013 - January 2014
Crestone Capital Advisors January 2013 - July 2013
Whiting Petroleum June 2012 - August 2012
Lijit October 2011 - December 2011
Pine Forest Camp 2009 - 2011
Skills
Salesforce.com, Acts, Oral & Written..., Presentation Development, Leadership Development, Leadership Management, Microsoft Office, Microsoft Dynamics, LinkedIn
Education
University of Colorado at Boulder 2009 — 2013
B.A. English, English
Cherry Creek High School
American Academy of Implant Dentistry June 2014 - Present
Bleu Marketing Solutions (SF / NY) February 2014 - Present
Swarm Mobile October 2013 - January 2014
Crestone Capital Advisors January 2013 - July 2013
Whiting Petroleum June 2012 - August 2012
Lijit October 2011 - December 2011
Pine Forest Camp 2009 - 2011
Skills
Salesforce.com, Acts, Oral & Written..., Presentation Development, Leadership Development, Leadership Management, Microsoft Office, Microsoft Dynamics, LinkedIn
Education
University of Colorado at Boulder 2009 — 2013
B.A. English, English
Cherry Creek High School
Christie Petrosino's Crestone Capital Advisors Experience October 2010 - June 2011
Job Account Manager at Promocodes.com
Industry Marketing and Advertising
Experience
Promocodes.com September 2013 - Present
creativdesign group, Inc. June 2013 - September 2013
Lunchbox August 2011 - February 2013
Crestone Capital Advisors October 2010 - June 2011
University of Colorado Call Center October 2006 - August 2008
Ryan Partnership June 2007 - August 2007
Skills
Microsoft Office, Keynote, Pages, Excel, Account Coordination, Public Speaking, Advertising, Shopper Marketing, Microsoft Excel, Social Networking, Email Marketing, Brand Development, Client Services, Affiliate Marketing, SEM, Online Lead Generation, Digital Marketing, Digital Strategy, Mobile Marketing, Marketing Strategy, Social Media, Online Advertising, Marketing, Social Media Marketing
Education
University of Colorado Boulder 2006 — 2010
New Trier High School
The University of Colorado
Arts, English; and Sciences
Promocodes.com September 2013 - Present
creativdesign group, Inc. June 2013 - September 2013
Lunchbox August 2011 - February 2013
Crestone Capital Advisors October 2010 - June 2011
University of Colorado Call Center October 2006 - August 2008
Ryan Partnership June 2007 - August 2007
Skills
Microsoft Office, Keynote, Pages, Excel, Account Coordination, Public Speaking, Advertising, Shopper Marketing, Microsoft Excel, Social Networking, Email Marketing, Brand Development, Client Services, Affiliate Marketing, SEM, Online Lead Generation, Digital Marketing, Digital Strategy, Mobile Marketing, Marketing Strategy, Social Media, Online Advertising, Marketing, Social Media Marketing
Education
University of Colorado Boulder 2006 — 2010
New Trier High School
The University of Colorado
Arts, English; and Sciences
Cari Cracchiolo's Crestone Capital Advisors Experience June 2014 - February 2015
Job Project Manager
Industry Consumer Services
Experience
NexusEarnhart May 2015 - August 2015
Crestone Capital Advisors June 2014 - February 2015
Cold Noses Warm Hearts October 2011 - August 2014
Synergy Services January 2013 - August 2013
IQNavigator April 2007 - January 2013
Ajilon Professional Staffing November 2006 - April 2007
Keating Investments, LLC January 2005 - November 2006
Skills
Consulting, Program Management, Project Management, New Business Development, Management, Team Leadership, Human Resources, Business Process..., Training, Team Building, Strategic Planning, Change Management, Analysis, Coaching, Leadership
Education
Metropolitan State University of Denver 2005 — 2006
B.S., Business Management
NexusEarnhart May 2015 - August 2015
Crestone Capital Advisors June 2014 - February 2015
Cold Noses Warm Hearts October 2011 - August 2014
Synergy Services January 2013 - August 2013
IQNavigator April 2007 - January 2013
Ajilon Professional Staffing November 2006 - April 2007
Keating Investments, LLC January 2005 - November 2006
Skills
Consulting, Program Management, Project Management, New Business Development, Management, Team Leadership, Human Resources, Business Process..., Training, Team Building, Strategic Planning, Change Management, Analysis, Coaching, Leadership
Education
Metropolitan State University of Denver 2005 — 2006
B.S., Business Management
Randi Grassgreen Randi Grassgreen's Crestone Capital Advisors Experience 2008 - Present
Job
Industry
Experience
Crestone Capital Advisors 2008 - Present
Gelt & Grassgreen, P.C. August 2001 - 2008
Education
University of Colorado at Boulder 1995 — 1998
Juris Doctor, Law
University of North Carolina at Chapel Hill 1987 — 1992
Bachelor of Business Administration (B.B.A.); Masters of Taxation, Business & Taxation
Crestone Capital Advisors 2008 - Present
Gelt & Grassgreen, P.C. August 2001 - 2008
Education
University of Colorado at Boulder 1995 — 1998
Juris Doctor, Law
University of North Carolina at Chapel Hill 1987 — 1992
Bachelor of Business Administration (B.B.A.); Masters of Taxation, Business & Taxation
Ryan Brauchler Ryan Brauchler's Crestone Capital Advisors Experience January 2009 - May 2011
Job Associate Structured Credit at Napier Park Global Capital
Industry Financial Services
Experience
Napier Park Global Capital June 2014 - Present
Citigroup Global Markets, Inc. September 2013 - June 2014
Citigroup Global Markets, Inc. June 2012 - September 2013
Citigroup Global Markets, Inc. May 2011 - August 2011
Crestone Capital Advisors January 2009 - May 2011
University of Colorado at Boulder December 2009 - May 2010
Presidents Leadership Institute May 2009 - May 2010
Presidents Leadership Institute December 2009 - April 2010
Citigroup Global Markets, Inc. 2010 - 2010
Judgment, Emotion, Decision, and Intuition Laboratory September 2008 - May 2009
Skills
Matlab, Statistical Modeling, Applied Econometrics, Trading Systems, FX Trading, Commodities Trading, Algorithmic Trading, Java, Microsoft Excel, VBA, Commodity, Econometrics, Risk Management, Artificial Intelligence, Machine Learning, Investment Banking, Financial Modeling, Trading System, Analysis, Strategy, FX trading, Portfolio Management, Investments, Finance, Quantitative Finance, Financial Analysis, Hedge Funds, Economics, Equities, Derivatives, Data Analysis, R, Bloomberg Terminal
Education
University of Colorado Boulder 2007 — 2011
BA Hons, Economics, Mathematics, Leadership Studies
Napier Park Global Capital June 2014 - Present
Citigroup Global Markets, Inc. September 2013 - June 2014
Citigroup Global Markets, Inc. June 2012 - September 2013
Citigroup Global Markets, Inc. May 2011 - August 2011
Crestone Capital Advisors January 2009 - May 2011
University of Colorado at Boulder December 2009 - May 2010
Presidents Leadership Institute May 2009 - May 2010
Presidents Leadership Institute December 2009 - April 2010
Citigroup Global Markets, Inc. 2010 - 2010
Judgment, Emotion, Decision, and Intuition Laboratory September 2008 - May 2009
Skills
Matlab, Statistical Modeling, Applied Econometrics, Trading Systems, FX Trading, Commodities Trading, Algorithmic Trading, Java, Microsoft Excel, VBA, Commodity, Econometrics, Risk Management, Artificial Intelligence, Machine Learning, Investment Banking, Financial Modeling, Trading System, Analysis, Strategy, FX trading, Portfolio Management, Investments, Finance, Quantitative Finance, Financial Analysis, Hedge Funds, Economics, Equities, Derivatives, Data Analysis, R, Bloomberg Terminal
Education
University of Colorado Boulder 2007 — 2011
BA Hons, Economics, Mathematics, Leadership Studies
Emily Koeppel Emily Koeppel's Crestone Capital Advisors Experience November 2012 - Present
Job Administrative Assistant/Front Office Coordinator at Crestone Capital Advisors
Industry Financial Services
Experience
Crestone Capital Advisors November 2012 - Present
Skills
Office Administration, Microsoft Office, Travel Planning, Receptionist Duties, Vendor Relationships, Inventory Management, Client Co-ordination, Telephone Skills, Calendar Planning, Multitasking Skills, Appointment Scheduling, File Management, Event Management, Strengthening Client..., Hiring Practices
Education
Chaparral High School
University of Colorado Boulder 2008 — 2012
Bachelor of Science (BS), Integrative Physiology
Community College of Denver 2012 — 2012
Emergency Medical Technology/Technician (EMT Paramedic)
Crestone Capital Advisors November 2012 - Present
Skills
Office Administration, Microsoft Office, Travel Planning, Receptionist Duties, Vendor Relationships, Inventory Management, Client Co-ordination, Telephone Skills, Calendar Planning, Multitasking Skills, Appointment Scheduling, File Management, Event Management, Strengthening Client..., Hiring Practices
Education
Chaparral High School
University of Colorado Boulder 2008 — 2012
Bachelor of Science (BS), Integrative Physiology
Community College of Denver 2012 — 2012
Emergency Medical Technology/Technician (EMT Paramedic)
Collin Lesser Collin Lesser's Crestone Capital Advisors Experience 2006 - 2008
Job Director of Strategic Planning at Coastal Credit LLC
Industry Financial Services
Experience
Coastal Credit LLC August 2014 - Present
Parthenon Capital Partners July 2011 - July 2014
J.P. Morgan July 2008 - July 2011
Crestone Capital Advisors 2006 - 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Investment Banking, Corporate Finance, M&A experience, LBO, Hedge Funds, Mergers & Acquisitions, Capital Markets, Venture Capital, Alternative Investments
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance
Coastal Credit LLC August 2014 - Present
Parthenon Capital Partners July 2011 - July 2014
J.P. Morgan July 2008 - July 2011
Crestone Capital Advisors 2006 - 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Investment Banking, Corporate Finance, M&A experience, LBO, Hedge Funds, Mergers & Acquisitions, Capital Markets, Venture Capital, Alternative Investments
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance
Colin Wetmore's Crestone Capital Advisors Experience June 2013 - January 2014
Job Student at University of Colorado at Boulder
Industry
Experience
Crestone Capital Advisors June 2013 - January 2014
University of Colorado Recreation Center January 2013 - September 2013
Skills
Investments, Finance
Education
University of Colorado at Boulder
Bachelor of Science (BS), Finance with a minor in Economics & Political Science
Birkbeck, University of London
Finance
Crestone Capital Advisors June 2013 - January 2014
University of Colorado Recreation Center January 2013 - September 2013
Skills
Investments, Finance
Education
University of Colorado at Boulder
Bachelor of Science (BS), Finance with a minor in Economics & Political Science
Birkbeck, University of London
Finance
Ian Curry's Crestone Capital Advisors Experience May 2014 - May 2015
Job Asset Management Analyst at Bellwether Asset Management, Inc.
Industry Financial Services
Experience
Bellwether Asset Management, Inc. June 2015 - Present
Crestone Capital Advisors May 2014 - May 2015
Skills
ARGUS Enterprise, Financial Analysis, PowerPoint, Microsoft Excel, Real Estate Financing, Commercial Real Estate, Sales, CoStar, QuickBooks, Microsoft Office, Microsoft Word, Portfolio Management, Investments, Public Speaking, Leadership, Management
Education
University of Colorado Boulder 2011 — 2015
BSBA, Finance and Real Estate
University of Colorado Boulder
Bellwether Asset Management, Inc. June 2015 - Present
Crestone Capital Advisors May 2014 - May 2015
Skills
ARGUS Enterprise, Financial Analysis, PowerPoint, Microsoft Excel, Real Estate Financing, Commercial Real Estate, Sales, CoStar, QuickBooks, Microsoft Office, Microsoft Word, Portfolio Management, Investments, Public Speaking, Leadership, Management
Education
University of Colorado Boulder 2011 — 2015
BSBA, Finance and Real Estate
University of Colorado Boulder
Spencer Kitchen Spencer Kitchen's Crestone Capital Advisors Experience June 2010 - August 2010
Job Director of Member Experience at Weber State Credit Union
Industry Banking
Experience
Weber State Credit Union November 2012 - Present
Mactavish Leadership Consulting February 2012 - May 2012
University of Colorado at Boulder June 2011 - May 2012
University of Colorado at Boulder August 2010 - May 2011
Crestone Capital Advisors June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Public Speaking, Research, Teamwork, Employee Training, Excel, Word, Writing, SPSS, Outlook, Analysis, Higher Education, Teaching, Microsoft Word, Social Media
Education
University of Colorado at Boulder 2010 — 2012
Organizational Communication, General
Utah State University 2004 — 2010
Bachelor of Arts (B.A.), Communication
Weber State Credit Union November 2012 - Present
Mactavish Leadership Consulting February 2012 - May 2012
University of Colorado at Boulder June 2011 - May 2012
University of Colorado at Boulder August 2010 - May 2011
Crestone Capital Advisors June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Public Speaking, Research, Teamwork, Employee Training, Excel, Word, Writing, SPSS, Outlook, Analysis, Higher Education, Teaching, Microsoft Word, Social Media
Education
University of Colorado at Boulder 2010 — 2012
Organizational Communication, General
Utah State University 2004 — 2010
Bachelor of Arts (B.A.), Communication
Doug Weiner's Crestone Capital Advisors Experience April 2004 - July 2005
Job Account Manager Google Analytics
Industry Marketing and Advertising
Experience
Google May 2011 - Present
Google March 2008 - May 2011
DoubleClick November 2005 - March 2008
Crestone Capital Advisors April 2004 - July 2005
Allied Riser Communications 2000 - 2001
Skills
DoubleClick, Google Adwords, SEM, Google Analytics, Web Analytics, PPC, Search, Online Advertising, Ad Serving, Search Advertising, Digital Strategy, Display Advertising, Mobile Marketing, Affiliate Marketing, Mobile Advertising, Conversion Optimization, Ad Networks, MSN AdCenter, Behavioral Targeting, Yahoo Search Marketing, Rich Media, Interactive Marketing, Omniture, Analytics, Digital Marketing, Campaign Management, Organic Search, E-commerce, Online Marketing, Digital Media, Web Marketing
Education
Michigan State University 1991 — 1995
Bachelor of Science, Physical Education and Exercise Science
Google May 2011 - Present
Google March 2008 - May 2011
DoubleClick November 2005 - March 2008
Crestone Capital Advisors April 2004 - July 2005
Allied Riser Communications 2000 - 2001
Skills
DoubleClick, Google Adwords, SEM, Google Analytics, Web Analytics, PPC, Search, Online Advertising, Ad Serving, Search Advertising, Digital Strategy, Display Advertising, Mobile Marketing, Affiliate Marketing, Mobile Advertising, Conversion Optimization, Ad Networks, MSN AdCenter, Behavioral Targeting, Yahoo Search Marketing, Rich Media, Interactive Marketing, Omniture, Analytics, Digital Marketing, Campaign Management, Organic Search, E-commerce, Online Marketing, Digital Media, Web Marketing
Education
Michigan State University 1991 — 1995
Bachelor of Science, Physical Education and Exercise Science
Shifat Hasan's Crestone Capital Advisors Experience 2008 - 2012
Job Investment Accounting Sr. Manager at CalSTRS
Industry Investment Management
Experience
CalSTRS 2012 - Present
Crestone Capital Advisors 2008 - 2012
Crestone Capital Advisors 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Alternative Investments, Valuation, Hedge Funds, Bloomberg, Investments, Asset Management, Mutual Funds
Education
Texas A&M University-Commerce
Master of Business Administration (MBA)
University of Colorado at Boulder 2004 — 2006
Bachelor of Science, Finance
CalSTRS 2012 - Present
Crestone Capital Advisors 2008 - 2012
Crestone Capital Advisors 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Alternative Investments, Valuation, Hedge Funds, Bloomberg, Investments, Asset Management, Mutual Funds
Education
Texas A&M University-Commerce
Master of Business Administration (MBA)
University of Colorado at Boulder 2004 — 2006
Bachelor of Science, Finance
Chris Rebich's Crestone Capital Advisors Experience January 1999 - October 2005
Job President at O'Connor Group
Industry Real Estate
Experience
O'Connor Group January 2008 - Present
The O'Connor Group, Inc. October 2005 - December 2007
Crestone Capital Advisors January 1999 - October 2005
Skills
Alternative Investments, Asset Management, New Business Development, Portfolio Management, Financial Analysis, Hedge Funds, Private Equity, Marketing Strategy, Investments, Financial Modeling, Valuation, Real Estate Economics, Due Diligence, Asset Managment, Strategic Planning, Investment Strategies, Real Estate, Mutual Funds, Disposition, Brokerage, Venture Capital, Mergers & Acquisitions
Education
University of Colorado at Boulder 1996 — 1999
Bachelor of Business Administration (BBA), Finance
O'Connor Group January 2008 - Present
The O'Connor Group, Inc. October 2005 - December 2007
Crestone Capital Advisors January 1999 - October 2005
Skills
Alternative Investments, Asset Management, New Business Development, Portfolio Management, Financial Analysis, Hedge Funds, Private Equity, Marketing Strategy, Investments, Financial Modeling, Valuation, Real Estate Economics, Due Diligence, Asset Managment, Strategic Planning, Investment Strategies, Real Estate, Mutual Funds, Disposition, Brokerage, Venture Capital, Mergers & Acquisitions
Education
University of Colorado at Boulder 1996 — 1999
Bachelor of Business Administration (BBA), Finance
Kirk Barnett's Crestone Capital Advisors Experience May 2006 - October 2007
Job Higher Ed Business Analyst
Industry Higher Education
Experience
Cleveland Chiropractic College August 2009 - Present
Cleveland Chiropractic College - Los Angeles August 2009 - December 2011
Ide8 2010 - 2010
Colorado State University- Global Campus February 2008 - August 2009
Crestone Capital Advisors May 2006 - October 2007
Outward Bound March 2000 - May 2006
Aardvark IT Consulting April 1997 - March 2000
Higginbotham & Associates November 1995 - March 1997
University of North Texas August 1994 - October 1995
Skills
Higher Education, E-Learning, Staff Development, Teaching, Curriculum Development, Instructional Design, Microsoft Office, Public Speaking, Project Management, Curriculum Design, Research, Leadership Development, Microsoft Excel, Leadership, Admissions, Distance Learning, Community Outreach, Nonprofits, Coaching, Training, Program Development, Educational Technology, Data Analysis, Career Counseling, Resume Writing, Fundraising, Student Affairs, Educational Leadership, Enrollment Management, Grant Writing, Campus, Event Planning, Social Networking, Adult Education, Student Development, Team Building, Volunteer Management, Information Technology, Employee Training, Management
Education
University of North Texas 1991 — 1995
The University of Kansas 1987 — 1991
BFA
Marymount College of Kansas 1988 — 1989
University of Missouri-Rolla 1987 — 1988
Cleveland Chiropractic College August 2009 - Present
Cleveland Chiropractic College - Los Angeles August 2009 - December 2011
Ide8 2010 - 2010
Colorado State University- Global Campus February 2008 - August 2009
Crestone Capital Advisors May 2006 - October 2007
Outward Bound March 2000 - May 2006
Aardvark IT Consulting April 1997 - March 2000
Higginbotham & Associates November 1995 - March 1997
University of North Texas August 1994 - October 1995
Skills
Higher Education, E-Learning, Staff Development, Teaching, Curriculum Development, Instructional Design, Microsoft Office, Public Speaking, Project Management, Curriculum Design, Research, Leadership Development, Microsoft Excel, Leadership, Admissions, Distance Learning, Community Outreach, Nonprofits, Coaching, Training, Program Development, Educational Technology, Data Analysis, Career Counseling, Resume Writing, Fundraising, Student Affairs, Educational Leadership, Enrollment Management, Grant Writing, Campus, Event Planning, Social Networking, Adult Education, Student Development, Team Building, Volunteer Management, Information Technology, Employee Training, Management
Education
University of North Texas 1991 — 1995
The University of Kansas 1987 — 1991
BFA
Marymount College of Kansas 1988 — 1989
University of Missouri-Rolla 1987 — 1988
Jeremy Shevlin, CFA CFP's Crestone Capital Advisors Experience July 2004 - Present
Job Owner, Director of Client Advisory
Industry Investment Management
Experience
Crestone Capital Advisors July 2004 - Present
Whittle & Skok Financial Services 1997 - 2003
Skills
Alternative Investments, Asset Allocation, Tactical Asset..., Portfolio Management, Concentrated Stock..., Investment Management, Hedge Funds, Investments, Wealth Management..., Asset Management, Estate Planning, Retirement Planning, Strategic Financial..., Financial Planning
Education
Deakin University 1994 — 1997
Bachelors of Commerce, Finance & Accounting Majors
Crestone Capital Advisors July 2004 - Present
Whittle & Skok Financial Services 1997 - 2003
Skills
Alternative Investments, Asset Allocation, Tactical Asset..., Portfolio Management, Concentrated Stock..., Investment Management, Hedge Funds, Investments, Wealth Management..., Asset Management, Estate Planning, Retirement Planning, Strategic Financial..., Financial Planning
Education
Deakin University 1994 — 1997
Bachelors of Commerce, Finance & Accounting Majors
Rob Unger's Crestone Capital Advisors Experience August 2012 - May 2013
Job Director of Candidate Assessment at Advisory Board Architects
Industry Management Consulting
Experience
Advisory Board Architects January 2015 - Present
Advisory Board Architects January 2013 - January 2015
Crestone Capital Advisors August 2012 - May 2013
Rachel's Challenge May 2009 - August 2009
Skills
Microsoft Office, Customer Service, Creative Writing, Social Media, Research, High Net Worth..., Qualifying Candidates, Market Research, Microsoft CRM, Consumer Profiling, Event Planning, Facebook, Coaching, Marketing
Education
Drake University
Bachelor of Arts (B.A.), Marketing
Advisory Board Architects January 2015 - Present
Advisory Board Architects January 2013 - January 2015
Crestone Capital Advisors August 2012 - May 2013
Rachel's Challenge May 2009 - August 2009
Skills
Microsoft Office, Customer Service, Creative Writing, Social Media, Research, High Net Worth..., Qualifying Candidates, Market Research, Microsoft CRM, Consumer Profiling, Event Planning, Facebook, Coaching, Marketing
Education
Drake University
Bachelor of Arts (B.A.), Marketing
Barry Neumann's Crestone Capital Advisors Experience November 2011 - June 2013
Job Head of Communications at Société Générale
Industry Marketing and Advertising
Experience
Société Générale October 2014 - Present
SevenOso Consulting June 2013 - October 2014
Crestone Capital Advisors November 2011 - June 2013
Newedge January 2008 - November 2011
Calyon Financial August 2005 - December 2007
Davis Harrison Dion May 1998 - August 2005
Greenhouse Communications June 1997 - May 1998
Martiny & Company September 1994 - May 1997
Northwestern University August 1992 - August 1994
Skills
Public Relations, Crisis Communications, Strategic Planning, Internal Communications, Corporate Communications, Marketing Communications, Budgeting, Advertising, Online Marketing, Project Management, Marketing Strategy, Marketing, Event Planning, Market Research, Social Media Marketing, Copywriting, Budgets, Social Media, Media Relations, Leadership, Strategic Communications, Fundraising, Public Speaking, Nonprofits, Strategy, Press Releases, Event Management, Social Networking, Integrated Marketing, Entrepreneurship, Digital Marketing, Email Marketing, Communications Planning, Newsletters, Reputation Management, Online Advertising, Investor Relations, Communication Training, Direct Marketing, Message Development
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Marketing/Marketing Management, General
Northwestern University
BSJ, Journalism
Société Générale October 2014 - Present
SevenOso Consulting June 2013 - October 2014
Crestone Capital Advisors November 2011 - June 2013
Newedge January 2008 - November 2011
Calyon Financial August 2005 - December 2007
Davis Harrison Dion May 1998 - August 2005
Greenhouse Communications June 1997 - May 1998
Martiny & Company September 1994 - May 1997
Northwestern University August 1992 - August 1994
Skills
Public Relations, Crisis Communications, Strategic Planning, Internal Communications, Corporate Communications, Marketing Communications, Budgeting, Advertising, Online Marketing, Project Management, Marketing Strategy, Marketing, Event Planning, Market Research, Social Media Marketing, Copywriting, Budgets, Social Media, Media Relations, Leadership, Strategic Communications, Fundraising, Public Speaking, Nonprofits, Strategy, Press Releases, Event Management, Social Networking, Integrated Marketing, Entrepreneurship, Digital Marketing, Email Marketing, Communications Planning, Newsletters, Reputation Management, Online Advertising, Investor Relations, Communication Training, Direct Marketing, Message Development
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Marketing/Marketing Management, General
Northwestern University
BSJ, Journalism
Joe Swain's Crestone Capital Advisors Experience June 2014 - Present
Job Manager of Technology Services at Crestone Capital Advisors
Industry Financial Services
Experience
Crestone Capital Advisors June 2014 - Present
Crestone Capital Advisors August 2008 - June 2014
Crispin Porter + Bogusky September 2006 - July 2008
AMD (Advanced Micro Devices) May 2006 - August 2006
One Day Sign, Inc. May 2003 - March 2006
Young Harris College August 2001 - May 2003
Skills
Active Directory, Microsoft Exchange, Troubleshooting, OS X, Technical Support, Security, Software Installation, Databases, Help Desk Support, Hardware, Microsoft Office, Windows, Servers, Mac OS X, ShoreTel, Microsoft CRM, Strategic Planning, CRM, Business Analysis, VMware, Business Process...
Education
Kennesaw State University 2003 — 2005
BSIS, Computer Information Systems
Young Harris College 2001 — 2003
Associate's degree, Computer Science
Crestone Capital Advisors June 2014 - Present
Crestone Capital Advisors August 2008 - June 2014
Crispin Porter + Bogusky September 2006 - July 2008
AMD (Advanced Micro Devices) May 2006 - August 2006
One Day Sign, Inc. May 2003 - March 2006
Young Harris College August 2001 - May 2003
Skills
Active Directory, Microsoft Exchange, Troubleshooting, OS X, Technical Support, Security, Software Installation, Databases, Help Desk Support, Hardware, Microsoft Office, Windows, Servers, Mac OS X, ShoreTel, Microsoft CRM, Strategic Planning, CRM, Business Analysis, VMware, Business Process...
Education
Kennesaw State University 2003 — 2005
BSIS, Computer Information Systems
Young Harris College 2001 — 2003
Associate's degree, Computer Science
Marissa Russo's Crestone Capital Advisors Experience October 2007 - April 2010
Job Music Educator and SingerSongwriter
Industry Music
Experience
Swallow Hill Music January 2014 - Present
Robert E. Loup Jewish Community Center May 2010 - Present
Self Employed 1998 - Present
Music Together, LLC September 2012 - September 2013
Special Aerospace Services April 2010 - November 2012
Crestone Capital Advisors October 2007 - April 2010
Branch Shelton Company March 2007 - September 2007
BBR Partners June 2004 - January 2007
Skills
Music, Social Media, Piano, Event Planning, Microsoft Office, Public Speaking, Nonprofits, Teaching, Research, Fundraising, Music Education, PowerPoint, Microsoft Excel, Customer Service, Accounting
Education
Metropolitan State University of Denver 2010 — 2013
Bachelor of Music Education, Choral Concentration, Voice Emphasis, 3.84 Cumulative GPA
Colorado State University 1997 — 1998
Swallow Hill Music January 2014 - Present
Robert E. Loup Jewish Community Center May 2010 - Present
Self Employed 1998 - Present
Music Together, LLC September 2012 - September 2013
Special Aerospace Services April 2010 - November 2012
Crestone Capital Advisors October 2007 - April 2010
Branch Shelton Company March 2007 - September 2007
BBR Partners June 2004 - January 2007
Skills
Music, Social Media, Piano, Event Planning, Microsoft Office, Public Speaking, Nonprofits, Teaching, Research, Fundraising, Music Education, PowerPoint, Microsoft Excel, Customer Service, Accounting
Education
Metropolitan State University of Denver 2010 — 2013
Bachelor of Music Education, Choral Concentration, Voice Emphasis, 3.84 Cumulative GPA
Colorado State University 1997 — 1998
J. Ross Holbrook's Crestone Capital Advisors Experience January 2012 - Present
Job Director of Real Estate and Special Projects at Crestone Capital Advisors
Industry Real Estate
Experience
Crestone Capital Advisors January 2012 - Present
Vail Resorts Development Company October 2006 - January 2012
CB Richard Ellis 2006 - 2006
University of Colorado at Boulder 2001 - 2006
Skills
Entitlements, Construction Management, Real Estate Development, Financial Modeling, Real Estate, Financial Analysis, Excel, Budgeting, Microsoft Office, Strategic Planning, Due Diligence, Negotiation, Valuation, Dispositions, Sustainability, Construction, LEED, Project Management, Asset Management, Contract Negotiation
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2006
Bachelor of Science, Finance
Regis Jesuit HS 1997 — 2001
Crestone Capital Advisors January 2012 - Present
Vail Resorts Development Company October 2006 - January 2012
CB Richard Ellis 2006 - 2006
University of Colorado at Boulder 2001 - 2006
Skills
Entitlements, Construction Management, Real Estate Development, Financial Modeling, Real Estate, Financial Analysis, Excel, Budgeting, Microsoft Office, Strategic Planning, Due Diligence, Negotiation, Valuation, Dispositions, Sustainability, Construction, LEED, Project Management, Asset Management, Contract Negotiation
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2006
Bachelor of Science, Finance
Regis Jesuit HS 1997 — 2001
Angela Coleman Herrick's Crestone Capital Advisors Experience January 2014 - October 2014
Job Family Wealth Planning Associate at Crestone Capital Advisors
Industry Law Practice
Experience
Crestone Capital Advisors January 2014 - October 2014
Reilly Pozner September 2012 - August 2014
U.S. Department of Justice May 2011 - July 2011
Anton Law Group July 2010 - February 2011
U.S. Department of Justice April 2006 - August 2009
Office of the Governor- State of Georgia January 2005 - May 2005
Skills
Criminal Law, Legal Writing, Legal Research, CaseMap, Summation, TimeMap, SmartDraw, Photoshop, Illustrator, Document Review, TrialDirector, Litigation, Westlaw, Tax Law, Privilege Review, Estate Planning, Trial Practice, Lexis, Trials, Courts, Relativity, Civil Litigation, Commercial Litigation, Corporate Law, LexisNexis, Mediation, Appeals, Public Speaking
Education
University of Colorado School of Law 2009 — 2012
Juris Doctor
Mercer University 2000 — 2004
B.A., Psychology
Crestone Capital Advisors January 2014 - October 2014
Reilly Pozner September 2012 - August 2014
U.S. Department of Justice May 2011 - July 2011
Anton Law Group July 2010 - February 2011
U.S. Department of Justice April 2006 - August 2009
Office of the Governor- State of Georgia January 2005 - May 2005
Skills
Criminal Law, Legal Writing, Legal Research, CaseMap, Summation, TimeMap, SmartDraw, Photoshop, Illustrator, Document Review, TrialDirector, Litigation, Westlaw, Tax Law, Privilege Review, Estate Planning, Trial Practice, Lexis, Trials, Courts, Relativity, Civil Litigation, Commercial Litigation, Corporate Law, LexisNexis, Mediation, Appeals, Public Speaking
Education
University of Colorado School of Law 2009 — 2012
Juris Doctor
Mercer University 2000 — 2004
B.A., Psychology
Kimberly Landis's Crestone Capital Advisors Experience October 2003 - December 2009
Job BSN candidate at Platt CollegeAurora
Industry Hospital & Health Care
Experience
Crestone Capital Advisors October 2003 - December 2009
Education
Platt College-Aurora 2013 — 2016
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
Regis University 1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
Crestone Capital Advisors October 2003 - December 2009
Education
Platt College-Aurora 2013 — 2016
Bachelor of Science in Nursing, Registered Nursing/Registered Nurse
Regis University 1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
Dawn Hupp's Crestone Capital Advisors Experience 2008 - 2010
Job Administrative Professional | Executive Support | High Performance Driver
Industry Executive Office
Experience
Gebhardt BMW 2011 - April 2015
Crestone Capital Advisors 2008 - 2010
PGi 2007 - 2008
Yorkshire Veterinary Hospital Mountain Shadows Pet Hospital 2000 - 2006
Skills
Executive..., C-Level Executive..., Administrative..., Executive Office..., Administrative Processes, Organizational..., Organizational Culture, Employee Relations, Event Management, Project Coordination, Cross Functional Team..., Reporting, Scheduling Management, Vendor Management, Global Travel Management, Vendor Negotiation, Staff Coordination, Confidential Documents, Customer Experience, Budget Management, Venue Management, Contract Management, Volunteer Management, HR Policies, Federal & State..., Program Development, Stress Management, Public Relations, Executive..., Microsoft Office
Education
University of North Alabama
Bachelor of Arts (B.A.), Communication, General
Gebhardt BMW 2011 - April 2015
Crestone Capital Advisors 2008 - 2010
PGi 2007 - 2008
Yorkshire Veterinary Hospital Mountain Shadows Pet Hospital 2000 - 2006
Skills
Executive..., C-Level Executive..., Administrative..., Executive Office..., Administrative Processes, Organizational..., Organizational Culture, Employee Relations, Event Management, Project Coordination, Cross Functional Team..., Reporting, Scheduling Management, Vendor Management, Global Travel Management, Vendor Negotiation, Staff Coordination, Confidential Documents, Customer Experience, Budget Management, Venue Management, Contract Management, Volunteer Management, HR Policies, Federal & State..., Program Development, Stress Management, Public Relations, Executive..., Microsoft Office
Education
University of North Alabama
Bachelor of Arts (B.A.), Communication, General
Ellen Bracchi's Crestone Capital Advisors Experience July 2012 - Present
Job Executive Assistant at Crestone Capital Advisors
Industry Computer Software
Experience
Crestone Capital Advisors July 2012 - Present
Microsoft Corp. November 2011 - June 2012
Hydros Consulting Inc 2010 - 2011
AMEC Earth & Environmental, Inc. September 2008 - October 2010
Ventura, Inc. 1993 - 2008
Skills
Executive Support, Executive..., Team-oriented, Heavy Calendaring, Executive Calendar..., Travel Arrangements, Business Notes, Coordinate Meetings, Office Management, Microsoft Office, Event Planning, Manage Client..., Organization, Accounting, Financial Reporting, Financial Services, Client Liaison, Project Management, Interviews, Human Resources, Benefits Administration, Bookkeeping, Health Insurance
Education
Regis University 2005 — 2006
Human Resources Management/Personnel Administration, General, 4.0
Front Range Community College
Associates Degree, Business
Crestone Capital Advisors July 2012 - Present
Microsoft Corp. November 2011 - June 2012
Hydros Consulting Inc 2010 - 2011
AMEC Earth & Environmental, Inc. September 2008 - October 2010
Ventura, Inc. 1993 - 2008
Skills
Executive Support, Executive..., Team-oriented, Heavy Calendaring, Executive Calendar..., Travel Arrangements, Business Notes, Coordinate Meetings, Office Management, Microsoft Office, Event Planning, Manage Client..., Organization, Accounting, Financial Reporting, Financial Services, Client Liaison, Project Management, Interviews, Human Resources, Benefits Administration, Bookkeeping, Health Insurance
Education
Regis University 2005 — 2006
Human Resources Management/Personnel Administration, General, 4.0
Front Range Community College
Associates Degree, Business
Nathan B. Waldron's Crestone Capital Advisors Experience September 2003 - June 2004
Job Office Manager at BRIKOR Associates LLC
Industry Construction
Experience
BRIKOR Associates LLC April 2013 - Present
Cattle Creek Metropolitan District November 2013 - Present
Waldron Precision Management, LLC November 2008 - April 2013
Centurion Partners, LLC November 2005 - November 2008
Nathan Waldron Residential Home Construction June 2004 - November 2005
Crestone Capital Advisors September 2003 - June 2004
Skills
Project Management, Owner's Representation, Property Management, Financial Analysis, Construction Management, Real Estate, Real Estate Finance, Real Estate Investment, Real Estate Transactions, Real Estate Economics, Construction, Homeowner Association..., Investment Properties, Microsoft Office, Residential Homes, Renovation, Budgets, Contract Negotiation, Commercial Real Estate, Management, Real Estate Development, Land Development, Marketing
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science
BRIKOR Associates LLC April 2013 - Present
Cattle Creek Metropolitan District November 2013 - Present
Waldron Precision Management, LLC November 2008 - April 2013
Centurion Partners, LLC November 2005 - November 2008
Nathan Waldron Residential Home Construction June 2004 - November 2005
Crestone Capital Advisors September 2003 - June 2004
Skills
Project Management, Owner's Representation, Property Management, Financial Analysis, Construction Management, Real Estate, Real Estate Finance, Real Estate Investment, Real Estate Transactions, Real Estate Economics, Construction, Homeowner Association..., Investment Properties, Microsoft Office, Residential Homes, Renovation, Budgets, Contract Negotiation, Commercial Real Estate, Management, Real Estate Development, Land Development, Marketing
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science
Kelli Clifton's Crestone Capital Advisors Experience April 2012 - Present
Job Securities Operations Administrator at Crestone Capital Advisors
Industry Financial Services
Experience
Crestone Capital Advisors April 2012 - Present
CEG September 2011 - April 2012
Paragon Capital Management June 2000 - June 2009
Janus Capital Group 1998 - 1999
Target 1996 - 1998
Skills
Investments, Valuation, Series 6, Portfolio Management, Finance, Asset Management, Mutual Funds, Bloomberg, Business Analysis, Strategic Planning
Education
Schiller International University-London
MBA Studies in International Business
The University of South Dakota
BS in Business Administration, Management and Marketing
Crestone Capital Advisors April 2012 - Present
CEG September 2011 - April 2012
Paragon Capital Management June 2000 - June 2009
Janus Capital Group 1998 - 1999
Target 1996 - 1998
Skills
Investments, Valuation, Series 6, Portfolio Management, Finance, Asset Management, Mutual Funds, Bloomberg, Business Analysis, Strategic Planning
Education
Schiller International University-London
MBA Studies in International Business
The University of South Dakota
BS in Business Administration, Management and Marketing
Donna Szollosi's Crestone Capital Advisors Experience 1998 - 2004
Job
Industry Financial Services
Experience
First Western Trust October 2013 - Present
Jocelyn Pension Consulting, LLC March 2011 - October 2013
Laird Norton Wealth Management 2006 - 2008
Crestone Capital Advisors 1998 - 2004
Smith Barney 1994 - 1998
Skills
Profit Sharing, Retirement Plan..., 401k, Investment Brokerage, Investment Policy..., Asset Allocation, Personal Trust..., Separately Managed..., Investment..., Account Reconciliation
Education
San Jose State University
Bachelor of Science (BS), Finance/Economics
First Western Trust October 2013 - Present
Jocelyn Pension Consulting, LLC March 2011 - October 2013
Laird Norton Wealth Management 2006 - 2008
Crestone Capital Advisors 1998 - 2004
Smith Barney 1994 - 1998
Skills
Profit Sharing, Retirement Plan..., 401k, Investment Brokerage, Investment Policy..., Asset Allocation, Personal Trust..., Separately Managed..., Investment..., Account Reconciliation
Education
San Jose State University
Bachelor of Science (BS), Finance/Economics
David Deline's Crestone Capital Advisors Experience March 2012 - April 2013
Job Equity Trader at Unicom Capital
Industry Investment Management
Experience
Unicom Capital June 2013 - Present
Students Shoulder to Shoulder February 2008 - Present
Crestone Capital Advisors March 2012 - April 2013
SEMO Milling May 2011 - August 2011
Lakota Guides 2008 - 2011
Skills
Leadership, Financial Modeling, Microsoft Excel
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Quantitative Finance, Applied Mathematics
Unicom Capital June 2013 - Present
Students Shoulder to Shoulder February 2008 - Present
Crestone Capital Advisors March 2012 - April 2013
SEMO Milling May 2011 - August 2011
Lakota Guides 2008 - 2011
Skills
Leadership, Financial Modeling, Microsoft Excel
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Quantitative Finance, Applied Mathematics
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial