First Trust Corporation
Industry: Bank
DescriptionFounded: 1991 Subsidiaries: First Bank and Trust, Fbt Mortgage, Llc
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First Trust Corporation Employees
Employee
Years
Job
Industry
Jim Niederriter Jim Niederriter's First Trust Corporation Experience 1979 - 1984
Job President at JN Associates
Industry Management Consulting
Experience
JN Associates 2006 - Present
JN Associates 1994 - August 2012
Flatirons Software Group 1984 - 1999
First Trust Corporation 1979 - 1984
Skills
Direct Mail, Direct Marketing, Sales, Small Business, Recruiting, Variable Data Printing, Database Marketing, Print Management, Offset Printing, Digital Printing, B2B Marketing, B2B, Account Management, Executive Search, Direct Sales, Sales Process, Cold Calling, Customer Retention, Lead Generation, Sourcing, Selling
Education
Drexel University - College of Business and Administration
B.S., Commerce & Engineering
JN Associates 2006 - Present
JN Associates 1994 - August 2012
Flatirons Software Group 1984 - 1999
First Trust Corporation 1979 - 1984
Skills
Direct Mail, Direct Marketing, Sales, Small Business, Recruiting, Variable Data Printing, Database Marketing, Print Management, Offset Printing, Digital Printing, B2B Marketing, B2B, Account Management, Executive Search, Direct Sales, Sales Process, Cold Calling, Customer Retention, Lead Generation, Sourcing, Selling
Education
Drexel University - College of Business and Administration
B.S., Commerce & Engineering
Paul Schwerdtfeger Paul Schwerdtfeger's First Trust Corporation Experience June 1998 - November 1999
Job
Industry Computer Software
Experience
Dell September 2012 - Present
Quest Software, Inc. April 2006 - Present
Quest Software June 2001 - April 2006
Rhythms NetConnections June 1999 - June 2001
First Trust Corporation June 1998 - November 1999
Catholic Health Initiatives July 1994 - June 1998
Skills
Virtualization, Cloud Computing, Systems Management, Application Performance..., Databases, Database Administration, Foglight, Pre-sales, Sales Engineering, System Administration, VMware, Sales Presentations, Enterprise Software, High Availability, Microsoft SQL Server, Unix, Professional Services, SaaS, Enterprise Architecture, Data Center, ITIL, IT Service Management, Solution Architecture, Product Management, Disaster Recovery, Storage, VDI, Integration, Identity Management, System Deployment, Server Architecture, Solaris, VMware Infrastructure, SOA, PaaS, IT Strategy
Education
Delaware County Community College
AAS, Data Processing
Dell September 2012 - Present
Quest Software, Inc. April 2006 - Present
Quest Software June 2001 - April 2006
Rhythms NetConnections June 1999 - June 2001
First Trust Corporation June 1998 - November 1999
Catholic Health Initiatives July 1994 - June 1998
Skills
Virtualization, Cloud Computing, Systems Management, Application Performance..., Databases, Database Administration, Foglight, Pre-sales, Sales Engineering, System Administration, VMware, Sales Presentations, Enterprise Software, High Availability, Microsoft SQL Server, Unix, Professional Services, SaaS, Enterprise Architecture, Data Center, ITIL, IT Service Management, Solution Architecture, Product Management, Disaster Recovery, Storage, VDI, Integration, Identity Management, System Deployment, Server Architecture, Solaris, VMware Infrastructure, SOA, PaaS, IT Strategy
Education
Delaware County Community College
AAS, Data Processing
Randy Ehle Randy Ehle's First Trust Corporation Experience June 1994 - May 1997
Job Pastor
Industry Religious Institutions
Experience
Cold Springs Community Church August 2009 - June 2014
Titan Financial Associates January 2007 - November 2008
Craig Childress, Inc January 2007 - June 2008
Riback Wealth Management 2006 - 2008
Summit Financial Group June 2005 - August 2006
LPL Financial January 2000 - November 2004
Scudder Investments June 1998 - January 2000
North American Trust Company June 1997 - June 1998
First Trust Corporation June 1994 - May 1997
College Avenue Baptist Church 1989 - 1993
Skills
Investments, Customer Service, Marketing, Strategic Financial..., Church Events, Retirement, Retirement Planning, Leadership, Preaching, Expository Preaching, Bible teaching, Teaching, Writing, Small Group, Missions, Ministry Leadership, Christian Ministry, Life Coaching, Pastoral Counseling, Volunteer Management, Biblical Studies, Team Building, Public Speaking
Education
Western Seminary 2006 — 2014
Master of Arts
San Diego State University-California State University 1988 — 1993
BA
Grossmont College 1989 — 1990
AS
Seattle Pacific University 1982 — 1983
n/a
Bonn American High School 1978 — 1982
Cold Springs Community Church August 2009 - June 2014
Titan Financial Associates January 2007 - November 2008
Craig Childress, Inc January 2007 - June 2008
Riback Wealth Management 2006 - 2008
Summit Financial Group June 2005 - August 2006
LPL Financial January 2000 - November 2004
Scudder Investments June 1998 - January 2000
North American Trust Company June 1997 - June 1998
First Trust Corporation June 1994 - May 1997
College Avenue Baptist Church 1989 - 1993
Skills
Investments, Customer Service, Marketing, Strategic Financial..., Church Events, Retirement, Retirement Planning, Leadership, Preaching, Expository Preaching, Bible teaching, Teaching, Writing, Small Group, Missions, Ministry Leadership, Christian Ministry, Life Coaching, Pastoral Counseling, Volunteer Management, Biblical Studies, Team Building, Public Speaking
Education
Western Seminary 2006 — 2014
Master of Arts
San Diego State University-California State University 1988 — 1993
BA
Grossmont College 1989 — 1990
AS
Seattle Pacific University 1982 — 1983
n/a
Bonn American High School 1978 — 1982
Cameron Macleod, AIF® Cameron Macleod, AIF®'s First Trust Corporation Experience March 2001 - December 2002
Job 401(k) and Pension Plan Design Consultant / Investment Advisor Liason
Industry Financial Services
Experience
Nyhart January 2014 - Present
Margaux Inc May 2010 - August 2013
Financial Planning Association March 2012 - December 2012
TD Ameritrade Institutional January 2008 - April 2010
Fiserv Investment Support Services December 2006 - March 2008
Fiserv Trust Company 2004 - 2007
Fiserv Investment Support Services January 2002 - December 2006
First Trust Corporation March 2001 - December 2002
First Trust Corporation September 1999 - February 2001
Skills
Strategic Consulting, New Business Development, Retirement Plans, 401k, Wealth Management, Financial Services, Asset Managment, Asset Allocation, Strategic Financial..., Relationship Management, Retirement Planning, Employee Benefits, Strategic Planning, Financial Advisory, Defined Benefit, Management, Business Development, CRM, Pensions, Leadership, Entrepreneurship, Securities, Strategic Partnerships, Small Business, Asset Management, Process Improvement, Finance, Mutual Funds, Financial Planning
Education
Bucknell University 1989 — 1992
Economics, Developmental Global Economics
Nyhart January 2014 - Present
Margaux Inc May 2010 - August 2013
Financial Planning Association March 2012 - December 2012
TD Ameritrade Institutional January 2008 - April 2010
Fiserv Investment Support Services December 2006 - March 2008
Fiserv Trust Company 2004 - 2007
Fiserv Investment Support Services January 2002 - December 2006
First Trust Corporation March 2001 - December 2002
First Trust Corporation September 1999 - February 2001
Skills
Strategic Consulting, New Business Development, Retirement Plans, 401k, Wealth Management, Financial Services, Asset Managment, Asset Allocation, Strategic Financial..., Relationship Management, Retirement Planning, Employee Benefits, Strategic Planning, Financial Advisory, Defined Benefit, Management, Business Development, CRM, Pensions, Leadership, Entrepreneurship, Securities, Strategic Partnerships, Small Business, Asset Management, Process Improvement, Finance, Mutual Funds, Financial Planning
Education
Bucknell University 1989 — 1992
Economics, Developmental Global Economics
Dalton Adams Dalton Adams's First Trust Corporation Experience July 1992 - August 1994
Job Director, Plan Services at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement October 2009 - Present
Great-West Financial August 2006 - September 2009
Great-West Financial January 2004 - July 2006
Great-West Financial January 2001 - December 2003
Great-West Financial March 1998 - December 2000
Great-West Financial January 1995 - February 1998
Great-West Financial September 1994 - December 1994
First Trust Corporation July 1992 - August 1994
First Trust Corporation May 1991 - August 1992
FirstBank May 1990 - August 1990
Skills
Retirement, 401k, 403 b, IRAs, Team Management, Change Management, Project Leadership, Process Improvement, Budget Setting, Series 26, Series 6, Financial Services, Relationship Management, ERISA, Securities, Asset Allocation, Portfolio Management, Mutual Funds, Variable Annuities, Life Insurance, Leadership Development..., Business Strategy, Business Analysis, Finance, Call Centers
Education
Colorado State University 1987 — 1991
Bachelor's Degree, Finance and Financial Management Services
Arvada West High School 1984 — 1987
High School
EMPOWER Retirement October 2009 - Present
Great-West Financial August 2006 - September 2009
Great-West Financial January 2004 - July 2006
Great-West Financial January 2001 - December 2003
Great-West Financial March 1998 - December 2000
Great-West Financial January 1995 - February 1998
Great-West Financial September 1994 - December 1994
First Trust Corporation July 1992 - August 1994
First Trust Corporation May 1991 - August 1992
FirstBank May 1990 - August 1990
Skills
Retirement, 401k, 403 b, IRAs, Team Management, Change Management, Project Leadership, Process Improvement, Budget Setting, Series 26, Series 6, Financial Services, Relationship Management, ERISA, Securities, Asset Allocation, Portfolio Management, Mutual Funds, Variable Annuities, Life Insurance, Leadership Development..., Business Strategy, Business Analysis, Finance, Call Centers
Education
Colorado State University 1987 — 1991
Bachelor's Degree, Finance and Financial Management Services
Arvada West High School 1984 — 1987
High School
Mitchlyn Gentry, PMP Mitchlyn Gentry, PMP's First Trust Corporation Experience November 1982 - October 1994
Job HandsOn Project/PMO Management
Industry Information Technology and Services
Experience
AIC Consultant January 2014 - July 2015
Payless Shoe source November 2007 - January 2013
Collective Brands, Inc. November 2007 - October 2010
First Trust Corporation November 1982 - October 1994
Skills
Business Process..., Process Improvement, Program Management, Change Management, PMP, PMO Governance, PMO Tools, Project Management, Project Portfolio..., Six Sigma, Business Analysis, Requirements Analysis, PMO, Vendor Management, SDLC, Integration, Requirements Gathering, Software Project..., Team Building, Visio
Education
Washburn University 2009 — 2010
Greenbelt, Lean Six Sigma
Keller Graduate School of Management of DeVry University 2004 — 2007
Masters, Information Systems Management
Regis University 1990 — 2000
Bachelor’s Degree, Computer and Information Systems Security/Information Assurance, 3.5
AIC Consultant January 2014 - July 2015
Payless Shoe source November 2007 - January 2013
Collective Brands, Inc. November 2007 - October 2010
First Trust Corporation November 1982 - October 1994
Skills
Business Process..., Process Improvement, Program Management, Change Management, PMP, PMO Governance, PMO Tools, Project Management, Project Portfolio..., Six Sigma, Business Analysis, Requirements Analysis, PMO, Vendor Management, SDLC, Integration, Requirements Gathering, Software Project..., Team Building, Visio
Education
Washburn University 2009 — 2010
Greenbelt, Lean Six Sigma
Keller Graduate School of Management of DeVry University 2004 — 2007
Masters, Information Systems Management
Regis University 1990 — 2000
Bachelor’s Degree, Computer and Information Systems Security/Information Assurance, 3.5
Charlene Willey Charlene Willey's First Trust Corporation Experience January 1989 - January 1999
Job Marketing Director at Hein & Associates
Industry Accounting
Experience
Hein & Associates July 1999 - June 2009
HEIN & ASSOCIATES LLP January 1999 - January 2009
First Trust Corporation January 1989 - January 1999
First Trust Corporation January 1986 - January 1988
First Trust Corporation January 1983 - January 1986
First Trust Corporation January 1982 - January 1983
Education
University of Denver
Certificate Programs; and Women, Marketing; Project Management; Business
Regis College
Bachelor of Arts, Sociology and Psychology
Regis University
Master of Science; MSM, Management
Hein & Associates July 1999 - June 2009
HEIN & ASSOCIATES LLP January 1999 - January 2009
First Trust Corporation January 1989 - January 1999
First Trust Corporation January 1986 - January 1988
First Trust Corporation January 1983 - January 1986
First Trust Corporation January 1982 - January 1983
Education
University of Denver
Certificate Programs; and Women, Marketing; Project Management; Business
Regis College
Bachelor of Arts, Sociology and Psychology
Regis University
Master of Science; MSM, Management
Carrie MaKenna Carrie MaKenna's First Trust Corporation Experience August 1986 - August 1995
Job Independent, Nondenominational Wedding Officiant and Abstract Artist
Industry Events Services
Experience
Anam Cara Living Arts 1996 - Present
Anam Cara Studio & Gallery 1982 - Present
First Trust Corporation August 1986 - August 1995
Skills
Weddings, Art, Painting, Writing, Workshop Facilitation, Ceremonies, Parties, Event Planning, Coaching, Event Management, Private Events, Social Networking, Time Management, Leadership Development, Team Building, Sales, Social Media, Social Media Marketing, Public Speaking, Small Business, Public Relations, Customer Service
Education
Naropa University 1996 — 1998
Master of Arts, Counseling Psychology, Adult Education, Career Development, Art Therapy
Colorado State University 1978 — 1982
Bachelor of Fine Art, Graphic Design, Communications, Marketing, Illustration, Painting, Ceramics
Anam Cara Living Arts 1996 - Present
Anam Cara Studio & Gallery 1982 - Present
First Trust Corporation August 1986 - August 1995
Skills
Weddings, Art, Painting, Writing, Workshop Facilitation, Ceremonies, Parties, Event Planning, Coaching, Event Management, Private Events, Social Networking, Time Management, Leadership Development, Team Building, Sales, Social Media, Social Media Marketing, Public Speaking, Small Business, Public Relations, Customer Service
Education
Naropa University 1996 — 1998
Master of Arts, Counseling Psychology, Adult Education, Career Development, Art Therapy
Colorado State University 1978 — 1982
Bachelor of Fine Art, Graphic Design, Communications, Marketing, Illustration, Painting, Ceramics
Jennifer Huff Jennifer Huff's First Trust Corporation Experience June 1997 - July 1999
Job Development Services Manager at Herman Miller, Inc.
Industry Human Resources
Experience
Herman Miller, Inc. August 1999 - Present
First Trust Corporation June 1997 - July 1999
Skills
Strategic Planning, Process Improvement, Microsoft Office, Staff Development, Project Management, Customer Service, Coaching, Leadership Development, Onboarding, Microsoft Excel, Leadership, Team Building, Microsoft Word, Contract Negotiation, Program Management, Change Management, Training, Employee Relations
Education
Grand Valley State University 2000 — 2003
MBA
Michigan State University 1992 — 1996
BA, Communication
Herman Miller, Inc. August 1999 - Present
First Trust Corporation June 1997 - July 1999
Skills
Strategic Planning, Process Improvement, Microsoft Office, Staff Development, Project Management, Customer Service, Coaching, Leadership Development, Onboarding, Microsoft Excel, Leadership, Team Building, Microsoft Word, Contract Negotiation, Program Management, Change Management, Training, Employee Relations
Education
Grand Valley State University 2000 — 2003
MBA
Michigan State University 1992 — 1996
BA, Communication
Robin Dowdle Robin Dowdle's First Trust Corporation Experience 1983 - 1993
Job Chief Financial Officer
Industry Venture Capital & Private Equity
Experience
Affinity Capital Management February 1993 - Present
First Trust Corporation 1983 - 1993
Skills
Private Equity, Financial Reporting, Strategic Financial..., Managerial Finance, Investor Relations, Due Diligence, Start-ups, Risk Management, Entrepreneurship, Hedge Funds, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Equities, Strategic Planning, Strategy, Venture Capital, Acquisition Integration, Investments, Business Planning, Business Strategy, Accounting, Restructuring, Financial Modeling, Real Estate, Mergers, SEC filings, Corporate Development, Executive Management, Capital Raising, Valuation, Finance
Education
University of Minnesota-Twin Cities 1983 — 1987
Leadership Twin Cities
Affinity Capital Management February 1993 - Present
First Trust Corporation 1983 - 1993
Skills
Private Equity, Financial Reporting, Strategic Financial..., Managerial Finance, Investor Relations, Due Diligence, Start-ups, Risk Management, Entrepreneurship, Hedge Funds, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Equities, Strategic Planning, Strategy, Venture Capital, Acquisition Integration, Investments, Business Planning, Business Strategy, Accounting, Restructuring, Financial Modeling, Real Estate, Mergers, SEC filings, Corporate Development, Executive Management, Capital Raising, Valuation, Finance
Education
University of Minnesota-Twin Cities 1983 — 1987
Leadership Twin Cities
Charlene Willey Charlene Willey's First Trust Corporation Experience 1982 - 1999
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Community Resource Center April 2011 - Present
FRIENDS of Broomfield 2009 - 2010
Hein & Associates 1999 - 2009
First Trust Corporation 1982 - 1999
Skills
Strategic Planning
Education
Regis University 1994 — 1997
MSM Master of Science in Management, Management
Regis College Denver CO
BA, Sociology/Psychology/English
Community Resource Center April 2011 - Present
FRIENDS of Broomfield 2009 - 2010
Hein & Associates 1999 - 2009
First Trust Corporation 1982 - 1999
Skills
Strategic Planning
Education
Regis University 1994 — 1997
MSM Master of Science in Management, Management
Regis College Denver CO
BA, Sociology/Psychology/English
Jerome Quazza Jerome Quazza's First Trust Corporation Experience 1993 - 1999
Job Senior Consultant at Pension Benefits Unlimited, Inc.
Industry Banking
Experience
Pension Benefits Unlimited, Inc. March 2009 - Present
Union Bank of California December 1999 - December 2008
TruSource (Formerly CNA Trust) December 1999 - December 2008
Trusource Div. of Union Bank of California 2004 - 2008
CNA Trust Corporation December 1999 - August 2004
First Trust Corporation 1993 - 1999
Fiserv ISS 1993 - 1999
Dickinson & Co February 1993 - July 1993
Chatfield Dean & Associates October 1991 - January 1993
Skills
Risk Management, 401k, Asset Managment, Securities, Mutual Funds, Employee Benefits, Relationship Management, Retirement, Financial Services, Retirement Planning, Fixed Income, Investments, Pensions, Wealth Management, Financial Risk, Equities, Insurance, Portfolio Management, Process Improvement, Banking, Strategic Financial...
Education
Institut Supérieur de Gestion 1988 — 1991
BS, International Business
Lycee Janson de Sailly 1983 — 1985
Baccalaureat C - Science, Mathematics, Physics, Biology
Pension Benefits Unlimited, Inc. March 2009 - Present
Union Bank of California December 1999 - December 2008
TruSource (Formerly CNA Trust) December 1999 - December 2008
Trusource Div. of Union Bank of California 2004 - 2008
CNA Trust Corporation December 1999 - August 2004
First Trust Corporation 1993 - 1999
Fiserv ISS 1993 - 1999
Dickinson & Co February 1993 - July 1993
Chatfield Dean & Associates October 1991 - January 1993
Skills
Risk Management, 401k, Asset Managment, Securities, Mutual Funds, Employee Benefits, Relationship Management, Retirement, Financial Services, Retirement Planning, Fixed Income, Investments, Pensions, Wealth Management, Financial Risk, Equities, Insurance, Portfolio Management, Process Improvement, Banking, Strategic Financial...
Education
Institut Supérieur de Gestion 1988 — 1991
BS, International Business
Lycee Janson de Sailly 1983 — 1985
Baccalaureat C - Science, Mathematics, Physics, Biology
Chuck Dotson, MBA Chuck Dotson, MBA's First Trust Corporation Experience March 1997 - July 1999
Job
Industry Hospital & Health Care
Experience
Exempla Healthcare January 2010 - Present
Good Samaritan Hospital January 2010 - Present
Fiserv Investment Support Services January 2006 - January 2009
Fiserv ISS January 2005 - January 2006
Fiserv ISS November 2003 - January 2005
FTC January 2001 - November 2003
First Trust Corp July 1999 - January 2001
First Trust Corporation March 1997 - July 1999
FTC June 1990 - March 1997
Education
University of Colorado Denver 1995 — 1998
MBA
Western State Colorado University 1979 — 1983
BA
Exempla Healthcare January 2010 - Present
Good Samaritan Hospital January 2010 - Present
Fiserv Investment Support Services January 2006 - January 2009
Fiserv ISS January 2005 - January 2006
Fiserv ISS November 2003 - January 2005
FTC January 2001 - November 2003
First Trust Corp July 1999 - January 2001
First Trust Corporation March 1997 - July 1999
FTC June 1990 - March 1997
Education
University of Colorado Denver 1995 — 1998
MBA
Western State Colorado University 1979 — 1983
BA
Lindsay Chaffee, PMP Lindsay Chaffee, PMP's First Trust Corporation Experience 1999 - 2006
Job Senior Project Manager, Credit at Nordstrom
Industry Financial Services
Experience
Nordstrom February 2014 - Present
Innovest Systems, LLC September 2006 - February 2014
Fiserv Investment Support Services October 1999 - September 2006
Fiserv ISS October 1999 - September 2006
First Trust Corporation 1999 - 2006
Fiserv ISS October 1999 - July 2004
Skills
Project Planning, Visio, MS Project, Process Improvement, Vendor Management, Integration, Business Analysis, Requirements Analysis, Requirements Gathering, Project Management, Program Management, Financial Services, Data Analysis, Analysis, Business Process, Risk Management, Management, SDLC
Education
University of Phoenix 2005 — 2006
MAE Educational Counseling, Counseling
Luther College 1995 — 1999
Bachelor of Arts, Psychology
Nordstrom February 2014 - Present
Innovest Systems, LLC September 2006 - February 2014
Fiserv Investment Support Services October 1999 - September 2006
Fiserv ISS October 1999 - September 2006
First Trust Corporation 1999 - 2006
Fiserv ISS October 1999 - July 2004
Skills
Project Planning, Visio, MS Project, Process Improvement, Vendor Management, Integration, Business Analysis, Requirements Analysis, Requirements Gathering, Project Management, Program Management, Financial Services, Data Analysis, Analysis, Business Process, Risk Management, Management, SDLC
Education
University of Phoenix 2005 — 2006
MAE Educational Counseling, Counseling
Luther College 1995 — 1999
Bachelor of Arts, Psychology
William Denney William Denney's First Trust Corporation Experience October 1996 - March 1999
Job Accounts Receivable Specialist at PRONERVE
Industry Financial Services
Experience
PRONERVE December 2013 - Present
S&S Billing July 2010 - July 2013
Jackson National Life Insurance 1999 - 2009
FIRST TRUST CORPORATION October 1996 - March 1999
Skills
Accounting, Mutual Funds, Auditing, Accounts Payable, Accounts Receivable, Insurance, Training, Finance, Microsoft Excel, Securities, Management, Customer Service, Microsoft Word, Account Reconciliation, Outlook, Microsoft Office, Process Improvement, PowerPoint, Strategic Planning, Financial Statements, Financial Analysis, Bank Reconciliation
Education
Iliff School of Theology (University of Denver)
Masters of Divinity, Theology/Theological Studies
Garrett-Evangelical Theological Seminary 1985 — 1987
Master’s Degree, Theology/Theological Studies
West Virginia Wesleyan College 1979 — 1983
Bachelor of Arts, Social Welfare & Philosphy
PRONERVE December 2013 - Present
S&S Billing July 2010 - July 2013
Jackson National Life Insurance 1999 - 2009
FIRST TRUST CORPORATION October 1996 - March 1999
Skills
Accounting, Mutual Funds, Auditing, Accounts Payable, Accounts Receivable, Insurance, Training, Finance, Microsoft Excel, Securities, Management, Customer Service, Microsoft Word, Account Reconciliation, Outlook, Microsoft Office, Process Improvement, PowerPoint, Strategic Planning, Financial Statements, Financial Analysis, Bank Reconciliation
Education
Iliff School of Theology (University of Denver)
Masters of Divinity, Theology/Theological Studies
Garrett-Evangelical Theological Seminary 1985 — 1987
Master’s Degree, Theology/Theological Studies
West Virginia Wesleyan College 1979 — 1983
Bachelor of Arts, Social Welfare & Philosphy
Karla O'Grady's First Trust Corporation Experience 1989 - 1994
Job Client Solutions at Coyote Analytics
Industry Computer Software
Experience
Coyote Analytics January 2015 - Present
United Waste Solutions April 2009 - December 2014
National City Processing 1994 - 1998
First Trust Corporation 1989 - 1994
Skills
Customer Service, Public Speaking, Microsoft Excel, Social Media, Marketing, Leadership, Sales
Education
Metropolitan State University of Denver 1985 — 1988
BA, Education
University of Colorado Boulder 1983 — 1988
BA
Coyote Analytics January 2015 - Present
United Waste Solutions April 2009 - December 2014
National City Processing 1994 - 1998
First Trust Corporation 1989 - 1994
Skills
Customer Service, Public Speaking, Microsoft Excel, Social Media, Marketing, Leadership, Sales
Education
Metropolitan State University of Denver 1985 — 1988
BA, Education
University of Colorado Boulder 1983 — 1988
BA
Eric Wagner, M.S./Ed.S. Eric Wagner, M.S./Ed.S.'s First Trust Corporation Experience 1997 - 1999
Job Finance Faculty Episcopal CREDO
Industry Financial Services
Experience
Church Pension Group 2013 - Present
TRUSTIVO 2010 - 2013
401(k) Consulting 2006 - 2012
University of Northern Colorado 2004 - 2009
401(k) Consulting 2002 - 2004
McHenry Consulting Group 2001 - 2004
GoldK.com (WalkerMacRae Trust) 2000 - 2001
First Trust Corporation 1997 - 1999
Skills
Pensions, Retirement, 401k, ERISA, Research, Behavioral Economics, Web Content Optimization, Boomers, Behavioral Finance, Retirement Planning, Defined Benefit, Mutual Funds, Financial Advisory, Employee Benefits
Education
The University at Albany 1977 — 1979
M.S./Ed.S., Counseling Psychology
State University of New York College at Oneonta 1972 — 1976
BA, Literature
Church Pension Group 2013 - Present
TRUSTIVO 2010 - 2013
401(k) Consulting 2006 - 2012
University of Northern Colorado 2004 - 2009
401(k) Consulting 2002 - 2004
McHenry Consulting Group 2001 - 2004
GoldK.com (WalkerMacRae Trust) 2000 - 2001
First Trust Corporation 1997 - 1999
Skills
Pensions, Retirement, 401k, ERISA, Research, Behavioral Economics, Web Content Optimization, Boomers, Behavioral Finance, Retirement Planning, Defined Benefit, Mutual Funds, Financial Advisory, Employee Benefits
Education
The University at Albany 1977 — 1979
M.S./Ed.S., Counseling Psychology
State University of New York College at Oneonta 1972 — 1976
BA, Literature
Skip Van Winkle's First Trust Corporation Experience 1999 - 2000
Job Analytics Technical Lead for Global Systems Integrator Partners @ IBM
Industry Information Technology and Services
Experience
IBM August 2014 - Present
IBM March 2014 - July 2014
TriNet March 2013 - October 2013
Iron Mountain February 2009 - October 2012
IBM June 2008 - December 2008
IBM April 2001 - June 2008
First Trust Corporation 1999 - 2000
Mitsubishi Caterpillar Forklift America Inc. (MCFA) 1992 - 1994
CAD Potential 1992 - 1993
Digital Memory 1992 - 1993
Skills
SaaS, Enterprise Software, Enterprise Content..., Cloud Computing, Information Management, Integration, Business Process..., Solution Architecture, Document Management, Business Process, Solution Selling, Professional Services, Cloud Applications, Selling, Pre-sales, Content Management, Sales Engineering, Process Improvement, Outsourcing, Lead Generation, Information Security, Unix, Oracle, IT Strategy, Software Industry, Direct Sales, Business Analysis, Managed Services, SOA, Networking, Salesforce.com, Cloud Security, Consulting, Enterprise Architecture, Architecture, Consultative Selling, Compliance, BPM Consulting, Trusted Advisor, Business Intelligence, Disaster Recovery, CRM, Storage, Virtualization, Go-to-market Strategy, Data Center, Vendor Management, Recruiting, Start-ups, Strategic Partnerships
Education
University of Phoenix 2005 — 2005
Information Technology
Community College of the Air Force 1982 — 1984
Aviation Electronics
St. Louis Community College 1985 — 1987
AA, General Transfer
IBM August 2014 - Present
IBM March 2014 - July 2014
TriNet March 2013 - October 2013
Iron Mountain February 2009 - October 2012
IBM June 2008 - December 2008
IBM April 2001 - June 2008
First Trust Corporation 1999 - 2000
Mitsubishi Caterpillar Forklift America Inc. (MCFA) 1992 - 1994
CAD Potential 1992 - 1993
Digital Memory 1992 - 1993
Skills
SaaS, Enterprise Software, Enterprise Content..., Cloud Computing, Information Management, Integration, Business Process..., Solution Architecture, Document Management, Business Process, Solution Selling, Professional Services, Cloud Applications, Selling, Pre-sales, Content Management, Sales Engineering, Process Improvement, Outsourcing, Lead Generation, Information Security, Unix, Oracle, IT Strategy, Software Industry, Direct Sales, Business Analysis, Managed Services, SOA, Networking, Salesforce.com, Cloud Security, Consulting, Enterprise Architecture, Architecture, Consultative Selling, Compliance, BPM Consulting, Trusted Advisor, Business Intelligence, Disaster Recovery, CRM, Storage, Virtualization, Go-to-market Strategy, Data Center, Vendor Management, Recruiting, Start-ups, Strategic Partnerships
Education
University of Phoenix 2005 — 2005
Information Technology
Community College of the Air Force 1982 — 1984
Aviation Electronics
St. Louis Community College 1985 — 1987
AA, General Transfer
Kim Knuth, M.S. Technology Management, PMP's First Trust Corporation Experience 2000 - 2002
Job Director, PD&D at IHS
Industry Hospital & Health Care
Experience
IHS February 2014 - Present
GHX August 2010 - September 2013
GHX July 2009 - August 2010
Fiserv Investment Support Services January 2006 - August 2008
Fiserv Trust Company 2002 - 2006
First Trust Corporation 2000 - 2002
Skills
Software Development, Quality Assurance, SDLC, Change Management, Webmaster Services, E-commerce, Cross-functional Team..., Project Management, Team Building, Vendor Management, Process Improvement, PMP, IT Management, Management, Agile Methodologies, Organizational..., Requirements Analysis, Program Management, SharePoint, PMO, Integration, Software Project..., Scrum, ITIL, Business Analysis, Enterprise Software, Visio, Project Portfolio..., Business Process..., Agile Project Management, Business Process, Requirements Gathering, Certified Scrum Master..., Business Intelligence, Resource Management, IT Strategy, Risk Management, Leadership, MS Project, Software Documentation, Business Requirements, Enterprise Architecture, Waterfall, SaaS, Software Implementation, Disaster Recovery, Governance, User Acceptance Testing, Strategy
Education
PMP Certification
Certified Scrum Professional
Certified ScrumMaster
University of Denver 2000 — 2003
Masters, Technology Management
University of Nebraska-Lincoln 1976 — 1981
Bachelors, Education
Gordon High School
Gordon High School
IHS February 2014 - Present
GHX August 2010 - September 2013
GHX July 2009 - August 2010
Fiserv Investment Support Services January 2006 - August 2008
Fiserv Trust Company 2002 - 2006
First Trust Corporation 2000 - 2002
Skills
Software Development, Quality Assurance, SDLC, Change Management, Webmaster Services, E-commerce, Cross-functional Team..., Project Management, Team Building, Vendor Management, Process Improvement, PMP, IT Management, Management, Agile Methodologies, Organizational..., Requirements Analysis, Program Management, SharePoint, PMO, Integration, Software Project..., Scrum, ITIL, Business Analysis, Enterprise Software, Visio, Project Portfolio..., Business Process..., Agile Project Management, Business Process, Requirements Gathering, Certified Scrum Master..., Business Intelligence, Resource Management, IT Strategy, Risk Management, Leadership, MS Project, Software Documentation, Business Requirements, Enterprise Architecture, Waterfall, SaaS, Software Implementation, Disaster Recovery, Governance, User Acceptance Testing, Strategy
Education
PMP Certification
Certified Scrum Professional
Certified ScrumMaster
University of Denver 2000 — 2003
Masters, Technology Management
University of Nebraska-Lincoln 1976 — 1981
Bachelors, Education
Gordon High School
Gordon High School
Brian Harriman's First Trust Corporation Experience 2004 - August 2008
Job Senior Manager at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional August 2013 - Present
TD Ameritrade August 2008 - April 2013
Toastmasters International 2011 - 2011
First Trust Corporation 2004 - August 2008
Computershare US June 1999 - August 2004
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Retirement, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Financial Planning, Pensions, Equities, Investments, Management
Education
Regis University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
TD Ameritrade Institutional August 2013 - Present
TD Ameritrade August 2008 - April 2013
Toastmasters International 2011 - 2011
First Trust Corporation 2004 - August 2008
Computershare US June 1999 - August 2004
Merrill Lynch 1997 - 1999
Merrill Lynch 1996 - 1997
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, 401k, Retirement, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Financial Planning, Pensions, Equities, Investments, Management
Education
Regis University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Jenny Done's First Trust Corporation Experience 2000 - 2006
Job Vice President at TD AmeritradeTrust Company
Industry Financial Services
Experience
TD Ameritrade February 2008 - Present
Fiserv Trust Company 2006 - 2008
First Trust Corporation 2000 - 2006
Universal Pensions, Inc. 1997 - 1999
Silverstone Group 1996 - 1997
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Series 63, Retirement, Financial Analysis, Investments, Financial Services, Strategic Financial...
Education
University of Nebraska-Lincoln
Economics
TD Ameritrade February 2008 - Present
Fiserv Trust Company 2006 - 2008
First Trust Corporation 2000 - 2006
Universal Pensions, Inc. 1997 - 1999
Silverstone Group 1996 - 1997
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Series 63, Retirement, Financial Analysis, Investments, Financial Services, Strategic Financial...
Education
University of Nebraska-Lincoln
Economics
Eric Rapp's First Trust Corporation Experience 1990 - 1999
Job VP Engineering at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company June 2014 - Present
Zonal Retail Data Systems September 2012 - May 2014
ProfitStreams August 2010 - September 2012
Lincoln Trust Company November 2009 - July 2010
Fiserv Investment Support Services April 2007 - July 2010
Dex Media 2004 - 2007
Compuware 2002 - 2004
Company39 2001 - 2002
iXL, Inc 1999 - 2001
First Trust Corporation 1990 - 1999
Skills
Agile Methodologies, Project Management, Software Development, Software Engineering, Software Project..., Enterprise Software, Software Design, Web Development, Web Services, Business Analysis, Analytics, Vendor Management, Management, Scrum, Strategic Planning, IT Strategy, Business Strategy, Mergers & Acquisitions, SharePoint, Start-ups, Process Improvement, Process Simulation, Integration, Oracle, Business Intelligence, SOA, Microsoft SQL Server, Business Development
Education
University of Denver 1997 — 1999
MIS, Computer Information Systems
Arizona State University 1988 — 1990
B.S., Finance
Arizona State University 1988 — 1990
B.S., Real Estate
PENSCO Trust Company June 2014 - Present
Zonal Retail Data Systems September 2012 - May 2014
ProfitStreams August 2010 - September 2012
Lincoln Trust Company November 2009 - July 2010
Fiserv Investment Support Services April 2007 - July 2010
Dex Media 2004 - 2007
Compuware 2002 - 2004
Company39 2001 - 2002
iXL, Inc 1999 - 2001
First Trust Corporation 1990 - 1999
Skills
Agile Methodologies, Project Management, Software Development, Software Engineering, Software Project..., Enterprise Software, Software Design, Web Development, Web Services, Business Analysis, Analytics, Vendor Management, Management, Scrum, Strategic Planning, IT Strategy, Business Strategy, Mergers & Acquisitions, SharePoint, Start-ups, Process Improvement, Process Simulation, Integration, Oracle, Business Intelligence, SOA, Microsoft SQL Server, Business Development
Education
University of Denver 1997 — 1999
MIS, Computer Information Systems
Arizona State University 1988 — 1990
B.S., Finance
Arizona State University 1988 — 1990
B.S., Real Estate
Betty Hillen's First Trust Corporation Experience September 1981 - August 1985
Job at Hannover Life Reassurance Company of America
Industry Financial Services
Experience
Hannover Life Reassurance Company of America August 2013 - Present
Hannover Life Reassurance Company of America February 2009 - August 2013
Scottish Re January 2005 - February 2009
ING Re June 2003 - December 2004
ING November 1985 - May 2003
First Trust Corporation September 1981 - August 1985
Skills
Insurance, Life Insurance, Risk Management, Reinsurance, Business Analysis, Analysis, Process Improvement
Education
Colorado State University 1977 — 1981
Bachelor of Science, Business Administration - Finance
Hannover Life Reassurance Company of America August 2013 - Present
Hannover Life Reassurance Company of America February 2009 - August 2013
Scottish Re January 2005 - February 2009
ING Re June 2003 - December 2004
ING November 1985 - May 2003
First Trust Corporation September 1981 - August 1985
Skills
Insurance, Life Insurance, Risk Management, Reinsurance, Business Analysis, Analysis, Process Improvement
Education
Colorado State University 1977 — 1981
Bachelor of Science, Business Administration - Finance
Dev Purohit's First Trust Corporation Experience 1993 - 1994
Job Financial Planning & Analysis (FP&A) Professional
Industry Hospital & Health Care
Experience
Kaiser Permanente January 2011 - Present
Aurora Bank FSB December 2001 - January 2011
Sovereign Financial Services 1999 - 2001
Applied Information Solutions, Inc. 1994 - 1997
First Trust Corporation 1993 - 1994
Skills
Budgeting, Capacity Planning, Forecasting, Variance Analysis, Financial Modeling, Accounting, Financial Analysis, Valuation, Cash Flow, Financial Management, Budget Analysis, Financial Planning, Corporate Finance, Essbase, Due Diligence, Budgets, Banking, Process Improvement, Strategic Planning, Loans, Business Analysis, Strategic Financial..., Mergers & Acquisitions, Risk Management, Finance, Leadership, Managerial Finance, Business Planning, Analytics, Executive Management, Investments, Financial Reporting, Sarbanes-Oxley Act, Cash Management, Portfolio Management, Business Process..., Internal Audit, Auditing, Internal Controls
Education
University of Denver - Daniels College of Business 1997 — 2000
MBA & MSF, Finance, Information Technology, Management
University of Denver 1989 — 1993
B.S.B.A, Finance
Kaiser Permanente January 2011 - Present
Aurora Bank FSB December 2001 - January 2011
Sovereign Financial Services 1999 - 2001
Applied Information Solutions, Inc. 1994 - 1997
First Trust Corporation 1993 - 1994
Skills
Budgeting, Capacity Planning, Forecasting, Variance Analysis, Financial Modeling, Accounting, Financial Analysis, Valuation, Cash Flow, Financial Management, Budget Analysis, Financial Planning, Corporate Finance, Essbase, Due Diligence, Budgets, Banking, Process Improvement, Strategic Planning, Loans, Business Analysis, Strategic Financial..., Mergers & Acquisitions, Risk Management, Finance, Leadership, Managerial Finance, Business Planning, Analytics, Executive Management, Investments, Financial Reporting, Sarbanes-Oxley Act, Cash Management, Portfolio Management, Business Process..., Internal Audit, Auditing, Internal Controls
Education
University of Denver - Daniels College of Business 1997 — 2000
MBA & MSF, Finance, Information Technology, Management
University of Denver 1989 — 1993
B.S.B.A, Finance
Linda Buser's First Trust Corporation Experience March 1990 - October 2005
Job Payroll SpecialistAccounts Payable at NextMedia Group, Inc
Industry Broadcast Media
Experience
NextMedia Group, Inc October 2006 - Present
Next Media Operating Inc October 2006 - Present
NextMedia Group, Inc. October 2006 - Present
NextMedia Group October 2006 - May 2012
TQ3 Navigant November 2005 - October 2006
First Trust Corporation March 1990 - October 2005
Fiserv ISS 1990 - 2005
Fiserv Investment Support Services 1990 - 2005
Skills
401k, ADP Payroll, Outlook, Process Improvement
Education
Cheonggang Academy
General Education Degree
NextMedia Group, Inc October 2006 - Present
Next Media Operating Inc October 2006 - Present
NextMedia Group, Inc. October 2006 - Present
NextMedia Group October 2006 - May 2012
TQ3 Navigant November 2005 - October 2006
First Trust Corporation March 1990 - October 2005
Fiserv ISS 1990 - 2005
Fiserv Investment Support Services 1990 - 2005
Skills
401k, ADP Payroll, Outlook, Process Improvement
Education
Cheonggang Academy
General Education Degree
Darren Pettee's First Trust Corporation Experience January 1996 - January 2000
Job Experienced Management Talent Available
Industry Consumer Services
Experience
Xerox July 2010 - October 2013
2004-2009Bio Hygienic Services November 2004 - December 2009
2008-2009 JCPenney August 2008 - November 2009
LSG SkyChefs January 2000 - January 2004
First Trust Corporation January 1996 - January 2000
Fitzsimons Army Medical Center September 1987 - September 1996
Department of Defense/US Army January 1987 - January 1996
Skills
Training, Management, Coaching, Customer Service, Call Centers, Time Management, Troubleshooting, Supervisory Skills, Microsoft Word, Microsoft Excel, Dispatching, Business Planning, Lean Manufacturing, Marketing Strategy, Process Scheduler, Integration
Education
US Army 1988 — 1996
Associate of Science (AS), Radiologic Technology/Science - Radiographer, 3.9
University of Northern Colorado 1983 — 1986
Business Administration and Management, General
Xerox July 2010 - October 2013
2004-2009Bio Hygienic Services November 2004 - December 2009
2008-2009 JCPenney August 2008 - November 2009
LSG SkyChefs January 2000 - January 2004
First Trust Corporation January 1996 - January 2000
Fitzsimons Army Medical Center September 1987 - September 1996
Department of Defense/US Army January 1987 - January 1996
Skills
Training, Management, Coaching, Customer Service, Call Centers, Time Management, Troubleshooting, Supervisory Skills, Microsoft Word, Microsoft Excel, Dispatching, Business Planning, Lean Manufacturing, Marketing Strategy, Process Scheduler, Integration
Education
US Army 1988 — 1996
Associate of Science (AS), Radiologic Technology/Science - Radiographer, 3.9
University of Northern Colorado 1983 — 1986
Business Administration and Management, General
Rob Whritenour's First Trust Corporation Experience September 1991 - December 1994
Job VP and General Manager at CustomCall Data Sytems
Industry Telecommunications
Experience
CustomCall Data Sytems November 2004 - Present
Nexes Group June 2002 - October 2004
NewSouth Communications December 1998 - June 2002
McLeodUSA December 1995 - November 1998
MCI Telecommunications December 1994 - December 1995
First Trust Corporation September 1991 - December 1994
Skills
Telecommunications, Managed Services, VoIP, Internet Services, Business Process..., Software Development, Personnel Management, Billing Systems, System Deployment, System Design, Process Automation, Project Management, Requirements Management, Requirements Gathering, SQL, Agile Methodologies, SaaS, Analysis, Business Development, Leadership, SIP, Operations Management, Management, Requirements Analysis, Business Analysis, Integration, Wireless, Product Management, Process Improvement, Vendor Management, Strategic Planning, IP, Cloud Computing
Education
University of Colorado at Boulder 1985 — 1990
Bachelor of Science (B.S.), Finance
CustomCall Data Sytems November 2004 - Present
Nexes Group June 2002 - October 2004
NewSouth Communications December 1998 - June 2002
McLeodUSA December 1995 - November 1998
MCI Telecommunications December 1994 - December 1995
First Trust Corporation September 1991 - December 1994
Skills
Telecommunications, Managed Services, VoIP, Internet Services, Business Process..., Software Development, Personnel Management, Billing Systems, System Deployment, System Design, Process Automation, Project Management, Requirements Management, Requirements Gathering, SQL, Agile Methodologies, SaaS, Analysis, Business Development, Leadership, SIP, Operations Management, Management, Requirements Analysis, Business Analysis, Integration, Wireless, Product Management, Process Improvement, Vendor Management, Strategic Planning, IP, Cloud Computing
Education
University of Colorado at Boulder 1985 — 1990
Bachelor of Science (B.S.), Finance
Shirley Davenport's First Trust Corporation Experience May 1989 - July 1996
Job Financial Services Professional at Unknown
Industry Financial Services
Experience
Unknown Retirement Plan Services RepresentativeCharles SchwabMarch 2013 - July 2015
Edward Jones May 2006 - November 2010
TIAA-CREF June 1998 - December 2005
Norwest Bank, Colorado, N.A. August 1996 - June 1998
First Trust Corporation May 1989 - July 1996
Skills
Retirement Planning, Investment Counseling, Asset Growth & Retention, Building Client..., Personal Trust..., Trust & Retirement..., Risk Evaluation, Seminar Presentations, Training Facilitation, Project Management
Education
University of Colorado Denver 1994 — 1997
Bachelor’s Degree, Intercultural/Multicultural and Diversity Studies
Unknown Retirement Plan Services RepresentativeCharles SchwabMarch 2013 - July 2015
Edward Jones May 2006 - November 2010
TIAA-CREF June 1998 - December 2005
Norwest Bank, Colorado, N.A. August 1996 - June 1998
First Trust Corporation May 1989 - July 1996
Skills
Retirement Planning, Investment Counseling, Asset Growth & Retention, Building Client..., Personal Trust..., Trust & Retirement..., Risk Evaluation, Seminar Presentations, Training Facilitation, Project Management
Education
University of Colorado Denver 1994 — 1997
Bachelor’s Degree, Intercultural/Multicultural and Diversity Studies
Citizens Bank
Indymac Bank
MBNA
First Union National Bank
Prudential Securities
SunTrust Mortgage
Federal Reserve Board
Zions Bancorporation