Denver Investment Advisors
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Denver Investment Advisors Employees
Employee
Years
Job
Industry
Kristine Saperstein Kristine Saperstein's Denver Investment Advisors Experience 1996 - Present
Job Marketing Manager at Westcore Funds
Industry Financial Services
Experience
Westcore Funds June 1996 - Present
Denver Investment Advisors 1996 - Present
Skills
Mutual Funds, Investments, Equities, Marketing Communications, Investment Strategies, Series 63, Financial Services, Marketing, Securities
Education
University of Colorado at Denver 2000 — 2003
MS, Marketing
Colorado State University 1990 — 1994
BS, Business
Westcore Funds June 1996 - Present
Denver Investment Advisors 1996 - Present
Skills
Mutual Funds, Investments, Equities, Marketing Communications, Investment Strategies, Series 63, Financial Services, Marketing, Securities
Education
University of Colorado at Denver 2000 — 2003
MS, Marketing
Colorado State University 1990 — 1994
BS, Business
Frank Maselli Frank Maselli's Denver Investment Advisors Experience 1996 - 1997
Job Epic Speaker, BestSelling Author, Sales Management Expert, Coach and Certified Kolbe Consultant
Industry Financial Services
Experience
The Frank Maselli Company, Inc. May 2006 - Present
Natixis Global Associates 1996 - 2006
Denver Investment Advisors 1996 - 1997
PaineWebber (now UBS) May 1986 - May 1996
Dean Witter Reynolds Inc. 1983 - 1986
Dean Witter Reynolds Inc. 1983 - 1986
Skills
Public Speaking, Referrals, Financial Markets, Sales Management, Sales Process, Wholesaling, Sales Presentations, Presentation Development, Group Presentations, Seminars, Seminar Presentations, Team Motivator, Kolbe Index, Prospecting, Investor / Advisor..., Marketing, Team Building, Mutual Funds, Financial Advisory, Sales, New Business Development, Selling, Wholesale, Management, Retirement, Investments, Qualifying Prospects, IRAs, Fixed Annuities, CRM, 401k, Strategic Financial..., Coaching, Wealth Management, Insurance, Consulting
Education
University of Maryland - Robert H. Smith School of Business 1978 — 1982
Master of Business Administration (MBA), Organizational Leadership
Lafayette College 1974 — 1978
BA, Biology
The Frank Maselli Company, Inc. May 2006 - Present
Natixis Global Associates 1996 - 2006
Denver Investment Advisors 1996 - 1997
PaineWebber (now UBS) May 1986 - May 1996
Dean Witter Reynolds Inc. 1983 - 1986
Dean Witter Reynolds Inc. 1983 - 1986
Skills
Public Speaking, Referrals, Financial Markets, Sales Management, Sales Process, Wholesaling, Sales Presentations, Presentation Development, Group Presentations, Seminars, Seminar Presentations, Team Motivator, Kolbe Index, Prospecting, Investor / Advisor..., Marketing, Team Building, Mutual Funds, Financial Advisory, Sales, New Business Development, Selling, Wholesale, Management, Retirement, Investments, Qualifying Prospects, IRAs, Fixed Annuities, CRM, 401k, Strategic Financial..., Coaching, Wealth Management, Insurance, Consulting
Education
University of Maryland - Robert H. Smith School of Business 1978 — 1982
Master of Business Administration (MBA), Organizational Leadership
Lafayette College 1974 — 1978
BA, Biology
Sean Robinson Sean Robinson's Denver Investment Advisors Experience January 2006 - May 2006
Job Event & Logistics Director
Industry Events Services
Experience
TRI Leadership Resources, LLC July 2011 - Present
TRI Leadership Resources, LLC April 2007 - Present
Nevada HOSA July 2011 - June 2012
TRI Leadership Resources, LLC May 2008 - July 2011
The White House--Office of the First Lady June 2006 - October 2008
TRI Leadership Resources, LLC October 2005 - April 2008
Morgan Stanley January 2007 - May 2007
Denver Investment Advisors January 2006 - May 2006
W.H.O.A. Wristband Campaign 2004 - 2005
Staples May 2004 - August 2004
Skills
Event Planning, Leadership Development, Project Management, Stage Management, Public Speaking, Event Management, Non-profits, Leadership, Strategic Planning, Social Media, Coaching, Marketing, Teamwork, Nonprofits, Fundraising, Team Building, Training, PowerPoint, Marketing Communications, Sales, Management, Workshop Facilitation, Strategy, Microsoft Word, Team Leadership, Microsoft Office, Program Management, Staff Development, Research, Editing, Public Relations, Program Development
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science in Business Administration, Management
TRI Leadership Resources, LLC July 2011 - Present
TRI Leadership Resources, LLC April 2007 - Present
Nevada HOSA July 2011 - June 2012
TRI Leadership Resources, LLC May 2008 - July 2011
The White House--Office of the First Lady June 2006 - October 2008
TRI Leadership Resources, LLC October 2005 - April 2008
Morgan Stanley January 2007 - May 2007
Denver Investment Advisors January 2006 - May 2006
W.H.O.A. Wristband Campaign 2004 - 2005
Staples May 2004 - August 2004
Skills
Event Planning, Leadership Development, Project Management, Stage Management, Public Speaking, Event Management, Non-profits, Leadership, Strategic Planning, Social Media, Coaching, Marketing, Teamwork, Nonprofits, Fundraising, Team Building, Training, PowerPoint, Marketing Communications, Sales, Management, Workshop Facilitation, Strategy, Microsoft Word, Team Leadership, Microsoft Office, Program Management, Staff Development, Research, Editing, Public Relations, Program Development
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Bachelor of Science in Business Administration, Management
Douglas Kidd Douglas Kidd's Denver Investment Advisors Experience 1987 - 2001
Job Senior Investment Officer at Wyoming Retirement System
Industry Investment Management
Experience
Wyoming Retirement System January 2013 - Present
Body, Mind and Spirit, LLC September 2004 - Present
Founders Funds January 2002 - July 2003
Denver Investment Advisors 1987 - 2001
Skills
Equity Research, Investments, Private Equity, Business Strategy, Due Diligence, Valuation, Equities, Portfolio Management, Financial Modeling, Financial Analysis, Strategic Planning, Economics, Industry Analysis, Financial Markets, Stock Picking
Education
The University of New Mexico 1981 — 1983
MA, Economics
University of Denver - Daniels College of Business 1974 — 1978
bsba, General Business
Wyoming Retirement System January 2013 - Present
Body, Mind and Spirit, LLC September 2004 - Present
Founders Funds January 2002 - July 2003
Denver Investment Advisors 1987 - 2001
Skills
Equity Research, Investments, Private Equity, Business Strategy, Due Diligence, Valuation, Equities, Portfolio Management, Financial Modeling, Financial Analysis, Strategic Planning, Economics, Industry Analysis, Financial Markets, Stock Picking
Education
The University of New Mexico 1981 — 1983
MA, Economics
University of Denver - Daniels College of Business 1974 — 1978
bsba, General Business
Ginger Wasylik Ginger Wasylik's Denver Investment Advisors Experience August 2008 - September 2010
Job Sales Management | Sales Training | Leadership Development
Industry Professional Training & Coaching
Experience
A Place for Mom May 2015 - Present
Russell Investments September 2010 - February 2015
Denver Investment Advisors August 2008 - September 2010
TIAA-CREF October 2007 - August 2008
TIAA-CREF March 2005 - October 2007
The Leaders Group January 2004 - March 2005
North American Company for Life and Health April 2001 - October 2003
Midland Life Insurance Company 1998 - 2000
Skills
Sales Management, Coaching, Training, Leadership Development, Investments, Mutual Funds, Financial Services, Series 7, Series 24, Securities, Financial Advisory, Series 66, Strategy
Education
Gonzaga University 2014 — 2016
Master's Degree, M.A., Masters of Organizational Leadership
Bowling Green State University
BSBA, Bachelor of Science in Business Administration
A Place for Mom May 2015 - Present
Russell Investments September 2010 - February 2015
Denver Investment Advisors August 2008 - September 2010
TIAA-CREF October 2007 - August 2008
TIAA-CREF March 2005 - October 2007
The Leaders Group January 2004 - March 2005
North American Company for Life and Health April 2001 - October 2003
Midland Life Insurance Company 1998 - 2000
Skills
Sales Management, Coaching, Training, Leadership Development, Investments, Mutual Funds, Financial Services, Series 7, Series 24, Securities, Financial Advisory, Series 66, Strategy
Education
Gonzaga University 2014 — 2016
Master's Degree, M.A., Masters of Organizational Leadership
Bowling Green State University
BSBA, Bachelor of Science in Business Administration
Teresa (Bartoletti) Swartz Teresa (Bartoletti) Swartz's Denver Investment Advisors Experience 1995 - 2001
Job COO at Monticello Associates
Industry Financial Services
Experience
Monticello Associates November 2006 - Present
Founders Asset Management 2003 - 2006
Berger Financial Group LLC 2001 - 2003
Denver Investment Advisors 1995 - 2001
Education
Florida Atlantic University 1988 — 1995
BS, Accounting
University of Colorado Denver
MA, Accounting
Monticello Associates November 2006 - Present
Founders Asset Management 2003 - 2006
Berger Financial Group LLC 2001 - 2003
Denver Investment Advisors 1995 - 2001
Education
Florida Atlantic University 1988 — 1995
BS, Accounting
University of Colorado Denver
MA, Accounting
Derek Scarth Derek Scarth's Denver Investment Advisors Experience April 2004 - July 2010
Job Partner at Gerlach, Way, Scarth & Associates
Industry Financial Services
Experience
Gerlach, Way, Scarth & Associates December 2014 - Present
Gerlach, Way, Scarth & Associates November 2012 - November 2014
Inspire Capital Partners LLC July 2010 - November 2012
Denver Investment Advisors April 2004 - July 2010
Newmont Mining Corporation 2003 - 2004
Berger Financial February 1999 - December 2002
Skills
Valuation, Investments, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Asset Managment, Portfolio Management, Due Diligence, Capital Markets, Strategic Financial..., Strategic Planning, Risk Assessment, Investment Management, Financial Services, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Alternative Investments, Wealth Management, Hedge Funds, Equity Research, Series 7, Investor Relations, Securities, Bloomberg, Finance, Private Equity, Investment Advisory, Equity Valuation, Series 63, Fixed Income, Venture Capital, Investment Banking, Emerging Markets, Financial Markets, ETFs, Bonds, Financial Advisory, Options, Trading
Education
University of Denver - Daniels College of Business 1997 — 1998
MSM
Regis University 1991 — 1995
BA
Gerlach, Way, Scarth & Associates December 2014 - Present
Gerlach, Way, Scarth & Associates November 2012 - November 2014
Inspire Capital Partners LLC July 2010 - November 2012
Denver Investment Advisors April 2004 - July 2010
Newmont Mining Corporation 2003 - 2004
Berger Financial February 1999 - December 2002
Skills
Valuation, Investments, Financial Modeling, Equities, Corporate Finance, Financial Analysis, Asset Managment, Portfolio Management, Due Diligence, Capital Markets, Strategic Financial..., Strategic Planning, Risk Assessment, Investment Management, Financial Services, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Alternative Investments, Wealth Management, Hedge Funds, Equity Research, Series 7, Investor Relations, Securities, Bloomberg, Finance, Private Equity, Investment Advisory, Equity Valuation, Series 63, Fixed Income, Venture Capital, Investment Banking, Emerging Markets, Financial Markets, ETFs, Bonds, Financial Advisory, Options, Trading
Education
University of Denver - Daniels College of Business 1997 — 1998
MSM
Regis University 1991 — 1995
BA
Pam (Weber) Nims Pam (Weber) Nims's Denver Investment Advisors Experience 2000 - 2001
Job Data Steward/Lead Investment Analyst at AEGON Asset Management
Industry Investment Management
Experience
AEGON Asset Management March 2014 - Present
AEGON Asset Management April 2012 - March 2014
AEGON Asset Management April 2007 - April 2012
AEGON Asset Management December 2001 - April 2007
Denver Investment Advisors 2000 - 2001
National Futures Association 1998 - 2000
National Futures Association 1995 - 1998
Skills
Financial Modeling, Financial Risk, Financial Analysis, Financial Reporting, Risk Management, Auditing, Mutual Funds, Asset Management, Insurance
Education
University of Iowa 1991 — 1995
Bachelor of Business Administration (BBA), Finance
AEGON Asset Management March 2014 - Present
AEGON Asset Management April 2012 - March 2014
AEGON Asset Management April 2007 - April 2012
AEGON Asset Management December 2001 - April 2007
Denver Investment Advisors 2000 - 2001
National Futures Association 1998 - 2000
National Futures Association 1995 - 1998
Skills
Financial Modeling, Financial Risk, Financial Analysis, Financial Reporting, Risk Management, Auditing, Mutual Funds, Asset Management, Insurance
Education
University of Iowa 1991 — 1995
Bachelor of Business Administration (BBA), Finance
John Cormey John Cormey's Denver Investment Advisors Experience July 1972 - September 1997
Job Director at CoBiz Wealth
Industry Investment Management
Experience
CoBiz Wealth March 2012 - Present
CoBiz Investment Management July 2010 - March 2012
Denver Investment Advisors July 1972 - September 1997
Skills
Financial Analysis, Investments, Portfolio Management, Strategic Planning, Equities, Wealth Management, Strategic Financial..., Financial Modeling, Investment Advisory, Alternative Investments
Education
University of Colorado at Boulder 1966 — 1972
Bachelor of Science (BS), Accounting and Finance
Cherry Creek High School 1962 — 1965
Bachelor of Science (BS), Accounting and Finance
CoBiz Wealth March 2012 - Present
CoBiz Investment Management July 2010 - March 2012
Denver Investment Advisors July 1972 - September 1997
Skills
Financial Analysis, Investments, Portfolio Management, Strategic Planning, Equities, Wealth Management, Strategic Financial..., Financial Modeling, Investment Advisory, Alternative Investments
Education
University of Colorado at Boulder 1966 — 1972
Bachelor of Science (BS), Accounting and Finance
Cherry Creek High School 1962 — 1965
Bachelor of Science (BS), Accounting and Finance
Richard Bourassa Richard Bourassa's Denver Investment Advisors Experience 1987 - 1990
Job Experienced Customer Relationship Manager
Industry Computer Hardware
Experience
Oracle February 2010 - Present
Sun Microsystems August 1997 - February 2010
Resort Computer Corporation 1996 - 1997
R Squared 1995 - 1996
Vangard Technologies 1995 - 1996
Telectronics Pacing Systems 1990 - 1995
Denver Investment Advisors 1987 - 1990
Skills
Oracle, Storage, Cloud Computing, Data Center, Product Management, Enterprise Software, SaaS, Sun, Solution Selling, Virtualization, Professional Services, Management, Pre-sales, Partner Management
Education
University of Phoenix 2003 — 2004
MS, Information Systems
University of Denver 1984 — 1988
BFA, Studio Arts
Oracle February 2010 - Present
Sun Microsystems August 1997 - February 2010
Resort Computer Corporation 1996 - 1997
R Squared 1995 - 1996
Vangard Technologies 1995 - 1996
Telectronics Pacing Systems 1990 - 1995
Denver Investment Advisors 1987 - 1990
Skills
Oracle, Storage, Cloud Computing, Data Center, Product Management, Enterprise Software, SaaS, Sun, Solution Selling, Virtualization, Professional Services, Management, Pre-sales, Partner Management
Education
University of Phoenix 2003 — 2004
MS, Information Systems
University of Denver 1984 — 1988
BFA, Studio Arts
Michael A. Miller Michael A. Miller's Denver Investment Advisors Experience October 1998 - July 2008
Job Partner & Regional Director of Advisory Services Central U.S. at Versus Capital Group
Industry Investment Management
Experience
Versus Capital Group March 2013 - Present
Cohen & Steers August 2009 - March 2013
Legg Mason July 2008 - August 2009
Denver Investment Advisors October 1998 - July 2008
Founders Asset Management 1994 - 1998
Skills
Series 7, Investments, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, REITs, Asset Managment, Investment Strategies, Series 63, Alternative Investments, Investment Management, Financial Services, ETFs, Hedge Funds, Separately Managed..., REIT
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1991
BS, Finance
Versus Capital Group March 2013 - Present
Cohen & Steers August 2009 - March 2013
Legg Mason July 2008 - August 2009
Denver Investment Advisors October 1998 - July 2008
Founders Asset Management 1994 - 1998
Skills
Series 7, Investments, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, REITs, Asset Managment, Investment Strategies, Series 63, Alternative Investments, Investment Management, Financial Services, ETFs, Hedge Funds, Separately Managed..., REIT
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1991
BS, Finance
Amy (Frey) Wells Amy (Frey) Wells's Denver Investment Advisors Experience August 2008 - January 2009
Job International Strategy Analyst at UnitedHealth Group
Industry International Trade and Development
Experience
UnitedHealth Group April 2014 - Present
Pearson North America November 2012 - April 2014
Newmont Mining Corporation August 2010 - September 2012
Platts November 2009 - July 2010
University of Denver August 2007 - September 2009
Denver Investment Advisors August 2008 - January 2009
Bye Energy, Inc. 2007 - 2008
Education
University of Denver 2007 — 2009
M.A., Global Finance, Trade, and Economic Integration
University of Wisconsin-La Crosse 2000 — 2004
B.A, Political Science
Menomonie High School
UnitedHealth Group April 2014 - Present
Pearson North America November 2012 - April 2014
Newmont Mining Corporation August 2010 - September 2012
Platts November 2009 - July 2010
University of Denver August 2007 - September 2009
Denver Investment Advisors August 2008 - January 2009
Bye Energy, Inc. 2007 - 2008
Education
University of Denver 2007 — 2009
M.A., Global Finance, Trade, and Economic Integration
University of Wisconsin-La Crosse 2000 — 2004
B.A, Political Science
Menomonie High School
Bill McAdoo Bill McAdoo's Denver Investment Advisors Experience 1997 - 1998
Job Systems Engineer at Zovy LLC
Industry Information Technology and Services
Experience
Zovy LLC October 2014 - Present
Rand Worldwide April 2014 - October 2014
Lockheed Martin Corp. March 2012 - February 2014
Privaplan January 2011 - March 2012
Spanish Peaks Regional Health Center 2010 - 2011
Datapath, Inc January 2007 - December 2009
On Command 2001 - 2004
IBM January 1998 - January 2001
Denver Investment Advisors 1997 - 1998
Connecting Point Computer Centers, Hawaii 1987 - 1996
Skills
Aerospace, IT Service Management, Information Security, Networking, Vendor Management, Information Technology, Telecommunications, Security, VMware, Windows Server, Process Improvement
Education
University of Colorado at Denver
Zovy LLC October 2014 - Present
Rand Worldwide April 2014 - October 2014
Lockheed Martin Corp. March 2012 - February 2014
Privaplan January 2011 - March 2012
Spanish Peaks Regional Health Center 2010 - 2011
Datapath, Inc January 2007 - December 2009
On Command 2001 - 2004
IBM January 1998 - January 2001
Denver Investment Advisors 1997 - 1998
Connecting Point Computer Centers, Hawaii 1987 - 1996
Skills
Aerospace, IT Service Management, Information Security, Networking, Vendor Management, Information Technology, Telecommunications, Security, VMware, Windows Server, Process Improvement
Education
University of Colorado at Denver
Terri Baldwin's Denver Investment Advisors Experience January 1987 - January 2006
Job Director Business Development at Watershed Investment Consultants
Industry Investment Management
Experience
Watershed Investment Consultants January 2009 - Present
Self Employed July 2006 - December 2008
Denver Investment Advisors January 1987 - January 2006
First Interstate Bank of Denver March 1985 - January 1987
Skills
Investments, Hedge Funds, Business Strategy, Financial Markets, Due Diligence, Securities, Fund Of Funds, Project Management, Vendor Management, Risk Management, Series 63, Financial Services, Investment Advisory, Non-profits, New Business Development, 401k, Sales, Microsoft Office, Sales Management, Account Management, Bloomberg
Education
University of Colorado Denver 1988 — 1990
MS, Marketing
Colorado State University 1980 — 1984
BSBA, Judicial/Legal Administration
Watershed Investment Consultants January 2009 - Present
Self Employed July 2006 - December 2008
Denver Investment Advisors January 1987 - January 2006
First Interstate Bank of Denver March 1985 - January 1987
Skills
Investments, Hedge Funds, Business Strategy, Financial Markets, Due Diligence, Securities, Fund Of Funds, Project Management, Vendor Management, Risk Management, Series 63, Financial Services, Investment Advisory, Non-profits, New Business Development, 401k, Sales, Microsoft Office, Sales Management, Account Management, Bloomberg
Education
University of Colorado Denver 1988 — 1990
MS, Marketing
Colorado State University 1980 — 1984
BSBA, Judicial/Legal Administration
Laura (Vander Pol) Hoffman's Denver Investment Advisors Experience November 2000 - April 2002
Job International Equities Portfolio Manger
Industry Investment Management
Experience
Wasatch Advisors April 2002 - October 2008
Denver Investment Advisors November 2000 - April 2002
Principal Global Investors (Invista) July 1996 - November 2000
Skills
Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA, Finance
Central College 1989 — 1993
BA, Economics, Business Management
Wasatch Advisors April 2002 - October 2008
Denver Investment Advisors November 2000 - April 2002
Principal Global Investors (Invista) July 1996 - November 2000
Skills
Equity Research
Education
University of Iowa - Henry B. Tippie College of Business 1994 — 1996
MBA, Finance
Central College 1989 — 1993
BA, Economics, Business Management
David Ettenger, CFA's Denver Investment Advisors Experience January 2005 - April 2005
Job Senior Associate at Bow River Capital Partners
Industry Investment Management
Experience
Bow River Capital Partners May 2014 - Present
Morgan Stanley April 2010 - May 2014
Merriman Curhan Ford & Co. April 2009 - April 2010
Banc of America Securities June 2008 - January 2009
KPMG June 2007 - August 2007
Grey Mountain Partners 2007 - 2007
Denver Investment Advisors January 2005 - April 2005
Skills
Financial Modeling, Equities, Due Diligence, Private Equity, Hedge Funds, Mutual Funds, Series 63, Accounting, Valuation, Investments, Series 7, Bloomberg, Financial Analysis, Equity Research, Asset Management, Alternative Investments, Management, Securities
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2008
MBA, Accounting Area of Emphasis
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Accounting
Bow River Capital Partners May 2014 - Present
Morgan Stanley April 2010 - May 2014
Merriman Curhan Ford & Co. April 2009 - April 2010
Banc of America Securities June 2008 - January 2009
KPMG June 2007 - August 2007
Grey Mountain Partners 2007 - 2007
Denver Investment Advisors January 2005 - April 2005
Skills
Financial Modeling, Equities, Due Diligence, Private Equity, Hedge Funds, Mutual Funds, Series 63, Accounting, Valuation, Investments, Series 7, Bloomberg, Financial Analysis, Equity Research, Asset Management, Alternative Investments, Management, Securities
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2008
MBA, Accounting Area of Emphasis
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS, Accounting
Janet Baughman, CAMS's Denver Investment Advisors Experience October 1985 - April 1998
Job Former Senior Manager Compliance Systems & Analytics at Western Union
Industry Financial Services
Experience
Western Union January 2006 - March 2015
Western Union September 2003 - January 2006
Western Union September 2001 - September 2003
Denver Investment Advisors October 1985 - April 1998
Skills
AML, Risk Management, Financial Services, Leadership, Fraud, Strategy, Program Management, Cross-functional Team..., KYC, Banking, Management, Customer Service, Payments, Process Improvement, Risk Assessment, Analytics, Team Building, Debit Cards, Payment Systems, Non-profit Volunteering, Anti Money Laundering, Mobile Payments, Credit Cards, Electronic Payments, Business Analysis
Education
University of Phoenix 1998 — 2001
BS, Business and Marketing
Western Union January 2006 - March 2015
Western Union September 2003 - January 2006
Western Union September 2001 - September 2003
Denver Investment Advisors October 1985 - April 1998
Skills
AML, Risk Management, Financial Services, Leadership, Fraud, Strategy, Program Management, Cross-functional Team..., KYC, Banking, Management, Customer Service, Payments, Process Improvement, Risk Assessment, Analytics, Team Building, Debit Cards, Payment Systems, Non-profit Volunteering, Anti Money Laundering, Mobile Payments, Credit Cards, Electronic Payments, Business Analysis
Education
University of Phoenix 1998 — 2001
BS, Business and Marketing
Rick Herman's Denver Investment Advisors Experience November 1991 - November 1997
Job Director Portfolio Management, Vice President Investment Planning, Stillwater Capital Advisors, LLC
Industry Financial Services
Experience
Naples Global Advisors, LLC September 2014 - August 2015
Stillwater Capital Advisors 2015 - 2015
Philadelphia International Advisors January 2002 - July 2014
The Glenmede Trust Company (predecessor to Philadelphia International Advisors) November 1997 - January 2002
Denver Investment Advisors November 1991 - November 1997
Skills
Investments, Asset Managment, International investment, Financial Analysis, Equity Research, Asset Allocation, Mutual Funds, Asset Management, Portfolio Management, Equities, Emerging Markets, international equities, Financial Modeling, Securities, Investment Management, Due Diligence
Education
University of Denver
Master of Business Administration (MBA)
University of Colorado at Boulder
BA, Economics
Naples Global Advisors, LLC September 2014 - August 2015
Stillwater Capital Advisors 2015 - 2015
Philadelphia International Advisors January 2002 - July 2014
The Glenmede Trust Company (predecessor to Philadelphia International Advisors) November 1997 - January 2002
Denver Investment Advisors November 1991 - November 1997
Skills
Investments, Asset Managment, International investment, Financial Analysis, Equity Research, Asset Allocation, Mutual Funds, Asset Management, Portfolio Management, Equities, Emerging Markets, international equities, Financial Modeling, Securities, Investment Management, Due Diligence
Education
University of Denver
Master of Business Administration (MBA)
University of Colorado at Boulder
BA, Economics
Shawn Mullenix's Denver Investment Advisors Experience January 2005 - November 2006
Job Manager Financial Planning and Analysis at Midway Gold Corp.
Industry Accounting
Experience
Midway Gold Corp. April 2015 - Present
Wellbiz Brands - Experis December 2014 - March 2015
361 Professional Services - Thompson Creek Metals November 2014 - December 2014
Arrow Electronics June 2014 - October 2014
Stoneham Drilling Corporation January 2014 - June 2014
Thompson Creek Metals Company May 2012 - January 2014
UDR June 2008 - May 2012
GCO Education Loan Funding Corp November 2006 - May 2008
Denver Investment Advisors January 2005 - November 2006
Skills
Financial Modeling, Accounting, Financial Analysis, Financial Reporting, Accruals, GAAP, Oracle, PeopleSoft, Staff Supervision, Account Reconciliation, Auditing, General Ledger, Variance Analysis, Sarbanes-Oxley Act, Fixed Assets, Cost Accounting, Consolidation, Financial Accounting, Revenue Recognition, Hyperion Enterprise, Budgets, US GAAP, Journal Entries, Financial Statements, Cash Management, Due Diligence, Bank Reconciliation, Mergers, Monthly Close, ERP, Accounts Payable, Sarbanes-Oxley, Accounts Receivable, Internal Controls, Hyperion
Education
Metropolitan State College of Denver 2011 — 2013
Master's degree, Accounting, 3.0
Metropolitan State College of Denver 2002 — 2005
Bachelor of Science (B.S.), Accounting
Midway Gold Corp. April 2015 - Present
Wellbiz Brands - Experis December 2014 - March 2015
361 Professional Services - Thompson Creek Metals November 2014 - December 2014
Arrow Electronics June 2014 - October 2014
Stoneham Drilling Corporation January 2014 - June 2014
Thompson Creek Metals Company May 2012 - January 2014
UDR June 2008 - May 2012
GCO Education Loan Funding Corp November 2006 - May 2008
Denver Investment Advisors January 2005 - November 2006
Skills
Financial Modeling, Accounting, Financial Analysis, Financial Reporting, Accruals, GAAP, Oracle, PeopleSoft, Staff Supervision, Account Reconciliation, Auditing, General Ledger, Variance Analysis, Sarbanes-Oxley Act, Fixed Assets, Cost Accounting, Consolidation, Financial Accounting, Revenue Recognition, Hyperion Enterprise, Budgets, US GAAP, Journal Entries, Financial Statements, Cash Management, Due Diligence, Bank Reconciliation, Mergers, Monthly Close, ERP, Accounts Payable, Sarbanes-Oxley, Accounts Receivable, Internal Controls, Hyperion
Education
Metropolitan State College of Denver 2011 — 2013
Master's degree, Accounting, 3.0
Metropolitan State College of Denver 2002 — 2005
Bachelor of Science (B.S.), Accounting
Levi Rema's Denver Investment Advisors Experience 2006 - 2006
Job Financial Analyst at Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF)
Industry Financial Services
Experience
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) June 2008 - May 2014
Denver Investment Advisors 2006 - 2006
UNC Student and Foundation Fund 2006 - 2006
Education
University of Northern Colorado
Bachelor's Degree
University of Northern Colorado
Bachelor's Degree
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) June 2008 - May 2014
Denver Investment Advisors 2006 - 2006
UNC Student and Foundation Fund 2006 - 2006
Education
University of Northern Colorado
Bachelor's Degree
University of Northern Colorado
Bachelor's Degree
Guangyan Qin, CFA's Denver Investment Advisors Experience June 2008 - Present
Job Analyst at Denver Investments
Industry Investment Management
Experience
Denver Investment Advisors June 2008 - Present
First Data Corporation June 2007 - September 2007
China great wall asset management corporation 2007 - 2007
China Construction Bank 2006 - 2006
Education
University of Denver - Daniels College of Business 2006 — 2008
MS, FINANCE
University of International Business and Economics 2002 — 2006
Bachelor, Information System
Chongqing NanKai Middle School 1996 — 2002
Denver Investment Advisors June 2008 - Present
First Data Corporation June 2007 - September 2007
China great wall asset management corporation 2007 - 2007
China Construction Bank 2006 - 2006
Education
University of Denver - Daniels College of Business 2006 — 2008
MS, FINANCE
University of International Business and Economics 2002 — 2006
Bachelor, Information System
Chongqing NanKai Middle School 1996 — 2002
Kathleen Lutito's Denver Investment Advisors Experience 1992 - 1997
Job President and Chief Investment Officer
Industry Investment Management
Experience
CenturyLink Investment Management (previously Qwest Asset Management) May 1997 - Present
Denver Investment Advisors 1992 - 1997
Colorado PERA 1986 - 1992
Skills
Asset Management, Financial Modeling, Investments, Portfolio Management, Financial Analysis, Asset Allocation, Alternative Investments, Asset Managment, Valuation
Education
Western State College 1981 — 1985
Bachelors, Business
University of Colorado at Denver
Masters in Finance
CenturyLink Investment Management (previously Qwest Asset Management) May 1997 - Present
Denver Investment Advisors 1992 - 1997
Colorado PERA 1986 - 1992
Skills
Asset Management, Financial Modeling, Investments, Portfolio Management, Financial Analysis, Asset Allocation, Alternative Investments, Asset Managment, Valuation
Education
Western State College 1981 — 1985
Bachelors, Business
University of Colorado at Denver
Masters in Finance
Jeff Payne, CFA's Denver Investment Advisors Experience 1998 - 2009
Job Vice President, Senior Analyst at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments 2013 - Present
Genworth Financial 2009 - 2013
Denver Investment Advisors 1998 - 2009
GE Capital Assurance 1993 - 1998
Oregon State Treasury 1988 - 1993
Skills
Portfolio Management, Investments, Asset Managment, Equities, Asset Allocation, Mutual Funds, Series 7, Investment Strategies, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Alternative Investments, Fixed Income, Financial Analysis, Due Diligence, Securities, Investment Management, Bloomberg, Wealth Management, Credit, Finance
Education
Seattle University 1996 — 1998
Course Work, Masters in Finance Program
University of Portland 1991 — 1993
Course Work, Masters in Finance Program
Western Washington University
BA, Accounting & Economics
Pioneer Investments 2013 - Present
Genworth Financial 2009 - 2013
Denver Investment Advisors 1998 - 2009
GE Capital Assurance 1993 - 1998
Oregon State Treasury 1988 - 1993
Skills
Portfolio Management, Investments, Asset Managment, Equities, Asset Allocation, Mutual Funds, Series 7, Investment Strategies, Capital Markets, Financial Modeling, Valuation, Hedge Funds, Alternative Investments, Fixed Income, Financial Analysis, Due Diligence, Securities, Investment Management, Bloomberg, Wealth Management, Credit, Finance
Education
Seattle University 1996 — 1998
Course Work, Masters in Finance Program
University of Portland 1991 — 1993
Course Work, Masters in Finance Program
Western Washington University
BA, Accounting & Economics