First Western Trust
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First Western Trust Employees
First Western Trust June 2015 - Present
First Western Trust March 2015 - June 2015
First Western Trust June 2012 - March 2015
Groove Automotive August 2011 - April 2012
Skills
Banking, Cash Management, Commercial Banking, Customer Service, Financial Analysis, Loans, Sales, Treasury Management
Education
University of Colorado at Boulder 2006 — 2011
Bachelor of Arts (B.A.), Economics
Worcester Polytechnic Institute 2003 — 2005
Mechanical Engineering
First Western Trust April 2014 - Present
First Western Trust July 2013 - March 2014
Key Equipment Finance May 2012 - December 2012
Leeds Technology Services May 2011 - May 2012
New Belgium Brewing Company May 2011 - August 2011
Fort Collins Soccer Club May 2010 - August 2011
Soccer United Marketing May 2011 - June 2011
Skills
Time Management, Business Development, Financial Modeling, Social Networking, Credit Risk
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
First Western Trust August 2013 - Present
Front Range Community College January 2005 - Present
First Western Financial October 2012 - August 2013
First Western Trust Bank February 2008 - September 2012
Centennial Bank of the West 2001 - 2008
Skills
Management, Public Speaking, Leadership, Banking, Customer Service, Marketing, Nonprofits, Sales, Community Outreach, Business Development, CRM, Team Building, Coaching, Leadership Development, Social Media, Training, Team Leadership, Research, Program Management, Project Management, Volunteer Management, Communication, Microsoft Office, Social Networking, Writing, PowerPoint, Social Media Marketing, Networking, Marketing Communications, Strategy, Editing, Relationship Management, Microsoft Word
Education
University of Northern Colorado 2003 — 2005
Master of Arts (M.A.), English Language and Literature, General
First Western Trust January 2015 - Present
First Western Trust August 2013 - January 2015
Academy Bank September 2009 - August 2013
Skills
Customer Service, Process Improvement, Operations Management, Sales, Inventory Management, Leadership, Microsoft Excel, Banking
Education
Colorado State University 2008 — 2012
BS, Business Administration and Management, General
Thornton High School 2004 — 2008
Rising Moon Inc. Zambia December 2014 - Present
Josef Korbel School of International Studies September 2014 - Present
World Trade Center Denver March 2014 - Present
Office of the Independent Monitor September 2013 - December 2013
First Western Trust December 2012 - January 2013
ClickBank May 2012 - August 2012
Regis University September 2010 - May 2012
Oracle Advertising June 2009 - August 2009
Skills
Critical Thinking, Research, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Higher Education, SPSS, Community Outreach, Economics, Statistics, Quantitative Finance, Quantitative Research, Quantitative Analytics, Trade Compliance, Regulatory Compliance, Social Media, Time Management, Teamwork, Microsoft Word
Education
Regis University 2010 — 2014
BS, Economics and Politics
East Sussex College 2007 — 2009
Diploma, International Baccalaureate
University of Denver - Josef Korbel School of International Studies
University of Denver - Josef Korbel School of International Studies
First Western Trust October 2015 - Present
Walmart April 2013 - Present
Walmart January 2010 - April 2013
Colorado State University August 2005 - May 2009
Skills
Merchandising, Operations Management, Business Networking, Apparel, Fashion Buying, Community Outreach, Customer Service, Corporate Communications, Coordination, Personal Development, Talent Acquisition, Organizational..., Customer Experience
Education
Colorado State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
First Western Trust July 2015 - Present
The Federal Savings Bank March 2014 - Present
Emery Federal Credit Union Mortgage Division April 2013 - February 2014
Bank of America 2011 - 2013
Bank of America 2009 - 2011
Skills
Reverse Mortgages, Loans, Refinance, Loan Origination, FHA, Mortgage Banking, Residential Mortgages, Mortgage Lending, FHA financing, Credit, Government Loans, Mortgage Underwriting, Commercial Mortgages, Mortgage Servicing, Home Equity Lines of..., FHA Financing, Investment Properties, First Time Home Buyers, Real Estate Transactions
Education
Plymouth State University 1992 — 1995
Bachelor of Science (BS), Psychology
First Western Trust May 2010 - September 2014
Skills
Banking, Loans, Wealth Management, Financial Analysis, Commercial Lending, Commercial Banking, Private Banking, Economics
Education
Lehigh University 2006 — 2010
BA, English, Economics
First Western Trust September 2015 - Present
First Western Trust October 2013 - Present
Colorado Women's Cycling Project, LLC 2010 - Present
French American Chamber of Commerce Denver January 2011 - December 2014
Wells Fargo October 2012 - October 2013
Hein & Associates February 2010 - October 2012
PricewaterhouseCoopers February 2004 - February 2010
United Nations March 2003 - December 2003
Arthur Andersen March 1999 - July 2002
Deloitte & Touche 1998 - 1999
Education
University of the Pacific - McGeorge School of Law 1995 — 1998
JD, Tax
University of Puget Sound 1991 — 1995
Bachelor's degree, English Language and Literature/Letters
First Western Trust June 2015 - Present
First Western Trust July 2014 - June 2015
CSU Summit Student Investment Fund January 2014 - May 2014
Sweet Sinsations Cafe February 2012 - May 2014
Crohn's & Colitis Foundation of America May 2013 - September 2013
Austin's Homestead Bar & Grill at Pelican Lakes June 2012 - September 2013
Belleview Dental Associates May 2009 - August 2009
Skills
Bloomberg Terminal, Leadership, Finance, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Customer Service, Teamwork, Public Speaking, Social Media, Management
Education
Colorado State University 2010 — 2014
Bachelor of Business Administration (BBA), Corporate Finance and Investment Analysis, Senior
First Western Trust November 2013 - Present
Front Range Bank January 2011 - Present
Erika Jessop Studios February 2007 - January 2011
Skills
Treasury Management, Treasury Services, Commercial Banking, Private Banking, Property Management, Creative Strategy, Value Based Selling, Graphic Design, Financial Analysis, Loans, Credit Analysis, Banking, Credit, Microsoft Excel
Education
University of Nebraska at Kearney 2002 — 2006
Bachelor of Fine Arts (BFA), Fine/Studio Arts, General
Blue Oceans Group July 2010 - Present
First Western Trust August 2005 - Present
Bilkent University August 2013 - January 2015
Huijia Education Organization August 2010 - July 2013
Hebei Normal University of Science & Technology August 2009 - July 2010
First Western Trust Bank August 2005 - August 2008
Skills
Research, English, Social Media, Strategic Planning, Public Speaking, Business Strategy, Teaching, Project Management, Entrepreneurship, Foreign Affairs, Foreign Investment, Investment Properties, Curriculum Design, ESL, Educational Leadership, E-Learning, Market Research, International Education, Management, Leadership Development, Economics, Leadership, International Business, Teaching English as a..., Nonprofits, Fundraising, Coaching, Teacher Training
Education
Lund University 2008 — 2009
MSc Economics, Entrepreneurship Concentration
Colorado State University 2000 — 2005
BSc, Business Administration, Finance Concentration
Sindrich and Associates September 2014 - Present
First Western Trust July 2013 - September 2014
EKS&H November 2009 - July 2013
Education
University of Denver 2005 — 2009
Bachelor of Science (B.S.), Accounting
First Western Trust July 2015 - Present
Geneva Financial LLC June 2014 - Present
GREEN ENERGY FINANCE February 2014 - Present
THE LENDING COMPANY June 2013 - February 2014
GENEVA FINANCIAL May 2012 - June 2013
Robert Half Finance & Accounting October 2011 - May 2012
JPMorgan Chase & Co. June 2009 - October 2011
PRIME PROCESSORS, INC. October 2006 - June 2009
HIGHLAND LENDING May 2004 - October 2006
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Mortgage Underwriting, Mortgage Marketing, Solar Energy, Solar PV, Solar Power, Renewable Energy, Energy Efficiency, Green Building, Green Marketing, FHA, VA Loans, USDA, Loans, Finance, Investment Properties
Education
The Ohio State University 2001 — 2004
First Western Trust May 2009 - Present
Edward Jones 2008 - 2009
JPMorgan Chase 2007 - 2008
Skills
Commercial Banking, Treasury Management, Credit Analysis, Banking, Commercial Lending, Loans, Investments, Finance, Private Banking, Management, Credit, Wealth Management, Series 7, Series 6, Financial Analysis, Series 66
Education
University of Colorado Boulder
First Western Trust Manager of Credit ReviewFirst Western TrustApril 2014 - Present
Mountain Valley Bank July 2010 - April 2014
First Citizens Bank September 2009 - July 2010
ANB Bank October 1999 - September 2009
Pueblo Bank and Trust 1998 - 1999
US Army 1994 - 1998
Skills
Credit Risk, Credit Analysis, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Banking, Loans, Risk Assessment, Risk Management, Consumer Lending, Commercial Mortgages, Lines Of Credit, Finance, Construction Loans, Leadership, Timely Decision Making, Strategic Planning, Problem Solving, ALCO, ALLL, GAAP, Capital Budgeting, Bonds, Legal Documents, Loan Work-outs, Negotiation, Conflict Resolution, Loan Origination, SBA, Asset Based Lending, Portfolio Management, Financial Risk, Underwriting, Financial Analysis, Investments, Treasury Management
Education
University of Oklahoma - Price College of Business 1990 — 1993
Bachelor of Business Administration (BBA), Finance
Eastern Oklahoma State College 1988 — 1990
Associate's degree, Business Administration and Management, General
First Western Trust February 2004 - Present
Skills
CFP®, Financial Services
Education
College for Financial Planning 1990 — 1993
University of Northern Colorado 1979 — 1983
Finance, General
First Western Trust July 2011 - Present
Medtronic June 2010 - November 2011
Bright Cloud Marketing, Inc. February 2010 - September 2010
Skills
Investments, Research, Client Relations Skills, Marketing, Event Planning, Trust Support, Finance, Financial Reporting, Essbase
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Business Administration, Finance, Marketing, Operations and Information Management Certificate
Thornton High School
First Western Trust 2011 - Present
Holland and Hart 2008 - 2011
Skills
Estate Law, Wills, Wealth Management..., Estate Planning, Charities, Charitable Trusts, Trusts, Philanthropy
Education
University of Michigan Law School
Juris Doctor (J.D.)
University of Colorado Boulder
Bachelor's Degree, Psychology
Saunders Financial April 2015 - Present
UMB Financial Corp September 2013 - April 2015
First Western Trust February 2006 - May 2010
Merrill Lynch May 1999 - February 2006
ROYAL ALLIANCE SECURITIES September 1995 - May 1999
BOETTCHER & COMPANY March 1983 - September 1995
Skills
Wealth Management, Portfolio Management, Investments, Banking, Strategic Financial..., Retirement Planning, Mutual Funds, Asset Allocation, Financial Analysis, Financial Advisory, Retirement, Risk Management, Financial Planners, High Net Worth..., Finance, Securities, Strategic Planning
Education
Colorado State University 1977 — 1982
BS, Political Science and Government
First Western Trust August 2013 - Present
First Western Trust October 2011 - July 2013
First Western Trust June 2006 - October 2011
Centennial Bank of the West September 2003 - June 2006
Skills
Private Banking, Operational Excellence, Banking, Training, Treasury Management, Customer Satisfaction, Wealth Management, Commercial Banking, Microsoft CRM, Management, Team Leadership, Process Improvement, Insurance, Sales, Portfolio Management, Commercial Lending, New Business Development, Loans, CRM, Credit, Small Business Lending, Investments, Financial Analysis
Education
University of Northern Colorado 2002 — 2006
Bachelor of Science (BS), Human Rehabilitative Services
University of Northern Colorado 2002 — 2006
Bachelor of Arts (BA), Sociology with a Family Studies Emphasis
First Western Trust July 2015 - Present
Goldwater Bank, N.A. October 2014 - July 2015
First Continental Mortgage, Ltd November 2013 - October 2014
EverBank Home Lending February 2013 - October 2013
Movement Mortgage, LLC October 2012 - February 2013
Bank of America April 2012 - September 2012
VIP Mortgage Inc. November 2011 - April 2012
The Lending Company September 2009 - November 2011
Lighthouse Mortgage USA, Inc. March 2000 - September 2009
Skills
Mortgage Banking, USDA, VA loans, Refinance, FHA, Loan Origination, Loans, Construction Loans, Condos, Selling, Mortgage Lending, Real Estate Financing, Investment Properties, Residential Homes, Investors, Banking, Referrals, Vacation Homes, Sales, Jumbo Mortgage, Super Jumbo, Residential Mortgages, Mortgage Marketing, Real Estate, FHA financing, Funding, Government Loans
Education
University of Oklahoma
Business Education
Level 3 Communications February 2014 - Present
US Department of Homeland Security October 2012 - August 2013
Hannover Re May 2012 - October 2012
First Western Trust September 2009 - May 2011
TCF Bank April 2004 - July 2009
Skills
Management, Account Management, Sales, Organization, Claims Management, Claims Handling, Customer Service, Retail Banking, Restaurants, Mathematics, Calculus, Private Pilot, Security, Analysis, Data Analysis
Education
Metropolitan State University of Denver 2001 — 2005
Bachelor's degree, Business Administration and Management, General
NBH Bank, N.A. September 2012 - Present
First Western Trust October 2011 - September 2012
First Western Trust May 2007 - October 2011
TJW, Inc. / Baskin-Robbins Franchise May 1998 - April 2005
Skills
Business Strategy, Enterprise Valuation, Cost Of Capital, Capital Budgeting, M&A Modeling, Financial Modeling, Corporate Budgeting, Financial Analysis, Variance Analysis, Microsoft Excel, Project Management, Financial Risk, SNL, Jack Henry, Business Objects, Great Plains Software, Microsoft Word, Essbase, Hyperion Planning, Prologue, General Ledger, Mergers & Acquisitions, Analysis, Budgets, Loans, Portfolio Management
Education
University of Denver - Daniels College of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance, 3.95
Eastern Washington University 1996 — 2001
Bachelor's Degree, General Management, 3.67
Eastern Washington University 1996 — 2001
Bachelor's Degree, Human Resources Management, 3.67
Front Range Bank June 2013 - Present
First Western Trust February 2011 - June 2013
First Western Trust Bank February 2007 - February 2011
Skills
Banking, Loans, Commercial Banking, Commercial Lending, Risk Management, Customer Service, Consumer Lending, Wealth Management, Retail Banking, Management
Education
University of Northern Colorado 1997 — 2001
Bachelor of Arts (B.A.), Organizational Communication, General
Blackwater Drifters May 2014 - Present
First Western Trust February 2012 - May 2014
RE/MAX Alliance July 2011 - February 2012
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Research, Customer Service, Outlook, Editing, Windows, Public Speaking
Education
University of Colorado at Boulder 2007 — 2011
Bachelor of Arts (B.A.), Anthropology
Vectra Bank Colorado November 2014 - Present
Boulder Shelter for the Homeless 2009 - Present
PassKey LLC December 2013 - November 2014
First Western Trust September 2011 - December 2013
First Western Trust Bank February 2008 - September 2011
JPMorgan Chase & Co. January 2004 - January 2008
JPMorgan Chase January 2001 - January 2004
US Bank 1996 - 2000
Skills
Banking, Credit, Sales Management, Business Development, Commercial Lending, Loans, Credit Analysis, Commercial Banking, Investments, Financial Analysis, Mergers, Asset Managment, Finance, Strategic Financial..., Asset Management, Private Equity
Education
Colorado State University 2002 — 2004
MBA, Finance
Colorado State University 1988 — 1993
BS, Finance
Westy
Westy
First Western Trust June 2013 - Present
BankCap Partners, LLC June 2012 - January 2013
Silvermine Capital Management June 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Bloomberg, Public Speaking, Project Management, PowerPoint, Microsoft Office, Business Writing, Leadership, Forecasting, Financial Analysis, Investments, Alternative Investments, Finance, Portfolio Management, Accounting, Valuation, Data Analysis, Social Media
Education
Southern Methodist University - Cox School of Business 2010 — 2013
Bachelor of Science (BS), Finance with an Alternative Asset Management Specialization
New Canaan High School 2006 — 2009
Personal Capital September 2013 - Present
First Western Trust May 2011 - September 2013
Apple Retail May 2008 - January 2009
Skills
Customer Relations, Analysis, Problem Solving, Administration, Operations, System Administration, Management, Customer Service, Personal Financial..., Retirement Savings, Savings, 401k, 401k Rollovers, IRAs, Roth IRA, Portfolio Management, Banking, Entrepreneurship, Strategic Financial..., Investments, Investment Management, Asset Allocation, Investment Advisory, Microsoft Excel, Financial Planning
Education
University of Colorado at Boulder 2008 — 2011
B.A., Economics
Metropolitan State University of Denver
Financial Planning
National Outdoor Leadership School (NOLS) 2010 — 2010
Leadership, Communication, Risk Management
Windward 2002 — 2008
Bargain Blessings LLC / BargainBlessings.com November 2009 - Present
First Western Trust January 2006 - December 2012
Skills
Affiliate Marketing, Social Media, Blogging, Social Media Blogging, Frugal Living, Public Speaking, Private Banking, Marketing, Writing, Television, Media, Savings, Teaching Adults, Facebook, Media Relations, Social Networking, WordPress, Newsletters, Social Media Marketing, Creative Writing, SEO, Web Content, Entrepreneurship, Online Advertising, Marketing Communications, Public Relations, Advertising, Press Releases, Online Marketing, Editing, Content Strategy, Publicity, Event Management, Social Media Measurement, Marketing Strategy, Copywriting
Education
Grantham University
First Western Trust April 2014 - Present
First Western Trust Bank February 2008 - Present
Bank of America November 1993 - July 2007
Bank of America 1994 - 2007
United Bank 1982 - 1986
Skills
Credit, Loans, Sales, Banking, Commercial Banking, Commercial Lending, Investment Management, Investments, Wealth Management, Treasury Management, Small Business Lending, Relationship Management, Portfolio Management, Investment Advisory, Credit Analysis, Financial Planning
Education
Arizona State University 1978 — 1979
Masters of Business Administration
Arizona State University 1976 — 1978
Bachelor of Science, Marketing
Elmwood Park High School 1970 — 1974
SLATE Partners LLC April 2015 - Present
StackUp August 2014 - Present
Green Manning & Bunch January 2015 - April 2015
Meritage Funds September 2014 - November 2014
EnCap Investments L.P. June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
First Western Trust June 2012 - August 2012
Colorado Bag'n Baggage May 2011 - August 2011
Colorado Ski & Golf June 2007 - August 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Finance, Leadership, Analysis, Investments, Access, Retail, Credit, Asset Management, Social Media, Microsoft Office, Financial Analysis, Customer Service, Social Networking, Microsoft Word, Outlook, Sales, Financial Services, Event Planning, Research, Accounting, Financial Modeling, Portfolio Management
Education
Southern Methodist University - Cox School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Danish Institute for Study Abroad 2012 — 2013
Finance, European Business
Kent Denver School 2008 — 2010
Zeiders Enterprises, Inc. November 2012 - Present
United States Army Reserve February 2011 - Present
MHN Government Services February 2010 - November 2012
MHN Government Services November 2008 - February 2010
First Western Trust May 2007 - November 2008
Metropolitan State University of Denver August 2006 - May 2008
First Western Trust February 2005 - May 2007
Skills
Certified Financial..., Contracting Officer..., Active DoD Secret..., Combat Lifesaver, HIPAA
Education
United States Army 2012 — 2012
Adjutant General Basic Officers Course, Human Resources Management/Personnel Administration, General
United States Army 2011 — 2011
Basic Combat Training, Basic Skills and Developmental/Remedial Education
United States Army 2011 — 2011
Officer Candidate School, Military and Strategic Leadership
Bentley University 2003 — 2005
Master of Science (M.S.), Taxation
Bentley University 2002 — 2003
Master of Science (M.S.), Financial Planning
Bentley University 1998 — 2002
Bachelor of Science (B.S.), Economics and Finance
First Western Trust May 2015 - Present
First Western Trust Bank July 2013 - May 2015
First Western Trust April 2012 - July 2013
Right at Home January 2010 - May 2011
Washington University in St. Louis Student Admissions Committee December 2007 - April 2011
Houston Astros May 2010 - August 2010
University of Dreams September 2009 - May 2010
iwith.org June 2009 - July 2009
Skills
Public Relations, Social Media, Newsletters, Press Releases, Blogging, Marketing Communications, Marketing, Event Planning, Corporate Communications, Public Speaking, Social Media Marketing
Education
University of Denver - Daniels College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Washington University in St. Louis 2007 — 2011
Bachelor of Arts (B.A.), Marketing & English
First Western Trust February 2015 - June 2015
Convergence Investments September 2014 - February 2015
Education
Boston College 2015 — 2019
Bachelor of Business Administration (BBA), Accounting and Finance, Freshman
Air National Guard May 2015 - Present
First Western Trust December 2014 - Present
Antero Resources April 2014 - November 2014
AMSI - Mercedes Benz of Loveland July 2013 - April 2014
AHA Innoventions LLC March 2012 - March 2014
Armadillo Property Management March 2012 - August 2012
Sears Construction 2010 - 2010
Skills
Entrepreneurship, Microsoft Office, Time Management, Teamwork, Sales, Leadership, Finance, Public Speaking, Private Pilot, Business Planning, Start-ups, Aviation, Private Piloting, Situational Awareness, Cross Country, Aerobatics, Microsoft Excel, Financial Analysis, Marketing, Crowdfunding, Management
Education
Colorado State University 2011 — 2013
Expected Graduation with B.A. Concentration: Accounting, Accounting and Finance, Senior
East Carolina University 2009 — 2011
General Studies and Engineering
Cherry Creek High School 2005 — 2009
Miami University August 2015 - Present
Denver Zoological Foundation June 2015 - August 2015
RAFT Resource Area For Teaching June 2015 - August 2015
Miami University Club Swimming August 2014 - May 2015
Miami University Student Credit Union October 2013 - May 2014
First Western Trust December 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Market Research, Marketing, Social Networking, Social Media, Interpersonal Skill, Photoshop, Collaboration, Illustrator, InDesign, Event Planning, Research
Education
Miami University 2012 — 2016
Bachelor of Science (BS), Marketing, Minor in Interactive Media Studies, Honors Program
Northern Trust Corporation April 2015 - Present
First Western Trust August 2013 - April 2015
First Western Trust January 2013 - April 2015
First Western Trust Bank June 2011 - January 2013
Comerica Bank May 2008 - June 2011
National Bank of Arizona June 2006 - May 2008
Bank of the West June 2001 - May 2006
Skills
Underwriting, Financial Accounting, Commercial Lending, Small Business Lending, Private Banking, Credit Analysis, Commercial Banking, Credit, Banking, Portfolio Management, Loans, Consumer Lending, Credit Risk, Commercial Mortgages, Cash Management, Treasury Management, Lines Of Credit, Loan Origination
Education
New Mexico State University 2002 — 2006
Finance and Accounting
First Western Trust February 2015 - Present
First Western Trust July 2014 - Present
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Alumni
First Western Trust July 2015 - Present
Goldwater Bank, N.A. May 2015 - July 2015
Ocwen Financial Solutions February 2013 - May 2015
GMAC Mortgage April 2012 - February 2013
Mudd Advertising July 2011 - April 2012
Education
Upper Iowa University 2008 — 2010
Sports Communications, Sports Communications
University of Northern Iowa 2006 — 2008
The Private Bank at Colorado State Bank and Trust January 2015 - Present
First Western Trust August 2013 - January 2015
AMG National Trust Bank December 2011 - August 2013
Skills
Retail Banking, Private Banking, Financial Accounting, Microsoft Office, Banking, Portfolio Management, Accounting, Financial Analysis, Financial Modeling, Investment Management, Investments, Commercial Banking, Wealth Management...
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA - Finance, Minor - Accounting
First Western Trust Senior Mortgage Loan OfficerCherry Creek MortgageMarch 2008 - October 2012
CTX Mortgage December 2004 - March 2008
Skills
Credit Analysis, Collaborative Divorce..., Mortgage Solutions, Loans, Mortgage Lending, Credit, Banking, Loan Origination, Finance, Collaboration Solutions
Education
University of Colorado Denver 1999 — 2001
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
First Western Trust April 2015 - Present
ERISA with EASe, LLC October 2014 - April 2015
United Retirement Plan Consultants October 2012 - July 2014
REPTECH, a United Retirement company May 2011 - November 2012
REPTECH November 1991 - May 2011
Skills
Plan Design, Defined Benefit, 401k, Profit Sharing, Plan Administration, Pensions, ERISA, Retirement, Compliance, Business Planning, Consulting, Employee Benefits, Management, Retirement Plan..., Retirement Planning, Small Business, Financial Advisory
Education
Penn State University 1981 — 1985
Bachelor of Arts, English Literature
First Western Trust August 2015 - Present
Fascination St. Fine Art January 2014 - August 2015
NetSuite September 2011 - December 2013
NetSuite November 2010 - September 2011
Kroenke Sports Enterprises September 2008 - May 2010
Skills
Team Leadership, Sales, Sales Operations, Work Process Development, Problem Solving, SaaS, SRP, Communication Skills, Writing, Long-term Customer..., Independent Thinking, Organizational..., Project Management, CRM, Cloud Computing, ERP, Solution Selling, Sales Process, Salesforce.com, Account Management, Professional Services
Education
University of Colorado at Boulder 2008 — 2010
Bachelor's degree, Communication, General
University of Colorado at Denver 2007 — 2008
University of Hawaii at Hilo 2006 — 2007
JLL May 2015 - Present
University of Colorado Boulder August 2011 - Present
First Western Trust May 2014 - August 2014
First Western Trust May 2013 - August 2013
Denver Country Club May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Credit Analysis, Customer Service, PowerPoint, Research, Public Speaking, Commercial Banking, Finance, Loans, Argus Modeling, Microsoft Word, Outlook, English, Windows, Strategic Planning, Budgets, HTML, Negotiation, Photoshop, Financial Analysis, Commercial Real Estate
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Finance, General, Real Estate Certificate
University of Economics, Prague 2014 — 2014
Certificate, European Business Studies
Layer Cake Creative Marketing Strategies August 2013 - Present
First Western Trust 2011 - 2013
ALPS, A DST Company 2010 - 2011
Skills
Digital Marketing, Video Marketing, Website Development, PPC, Project Management, Social Media Marketing, WordPress, Business Development, Management, Business Strategy, Strategy, Financial Analysis, Relationship Management, Operations Management, Marketing Strategy, Information Architecture
Education
Colorado College 2007 — 2011
Bachelor's degree, Economics
Colorado College
Bachelor's degree, Economics
Mutual of Omaha Bank September 2013 - Present
First Western Trust July 2010 - July 2013
BNY Mellon January 2007 - June 2010
Skills
Wealth Management, Finance, Trust Services, Trust Taxation, Trust Management, IRAs, Tax Law, Personal Trust...
Education
University of Central Florida 2002 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
First Western Trust March 2015 - Present
First Western Trust November 2013 - March 2015
Wells Fargo November 2012 - November 2013
BBVA Compass November 2003 - November 2012
Chase October 1999 - November 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Retail Banking, Refinance, Commercial Lending, Commercial Banking, Mortgage Lending, Loans, Banking, Small Business Lending, Consumer Lending, Portfolio Management, Credit, Credit Analysis
Education
Arizona State University 2015 — 2019
Bachelor of Arts (B.A.), Business Global Leadership
Deer Valley High School 1998 — 2001
Mary Kay Inc. March 2015 - Present
First Western Trust October 2010 - October 2013
Education
Arapahoe Community College 2006 — 2008
General Studies, General Studies
First Western Trust May 2015 - July 2015
City of Greeley May 2014 - July 2014
Skills
Social Media, Public Speaking, Teamwork, Marketing Communications, Social Media Marketing, Leadership, Team Leadership, Marketing
Education
University of Northern Colorado 2012 — 2015
Bachelor’s Degree, Communication and Media Studies, 3.2
Arvada West High School 2009 — 2012
First Western Trust July 2015 - Present
City Year July 2014 - June 2015
NBCUniversal, Inc. June 2013 - August 2013
Island Press May 2011 - August 2011
The National Campaign to Prevent Teen and Unplanned Pregnancy June 2010 - November 2010
Skills
PowerPoint, Research, Public Speaking, Microsoft Excel
Education
Colgate University 2010 — 2014
Bachelor's Degree, History, French
National Cathedral School
High School
National Bank of Arizona 2014 - Present
First Western Trust 2011 - 2014
Northern Trust 2000 - 2011
Wells Fargo January 1998 - May 2000
Skills
Wealth Management, Investment Management, Portfolio Management, Financial Planning, Private Banking, College Education..., Asset Allocation, Retirement Planning, Relationship Management, Mutual Funds, Alternative Investments, Investment Advisory, Strategic Financial..., Series 7, Series 66, Banking, Financial Services, Securities, Commercial Lending, Team Leadership, Consumer Lending, Treasury Management, Coaching Staff, Risk Management
Education
Grand Canyon University
Bachelor's Degree, Finance and Economics, Summa Cum Laude
First Western Trust May 2015 - Present
FBC Mortgage LLC September 2012 - May 2015
FBC Mortgage LLC September 2012 - January 2014
W.J. Bradley Mortgage Capital, LLC April 2012 - September 2012
W.J. Bradley Mortgage Capital Corp. November 2010 - May 2012
Key Equipment Finance May 2010 - October 2010
Skills
Financial Analysis, Leadership, Management, Loans, Mortgage Banking, Finance, Access, FHA, Analysis, Banking, Customer Service, Time Management, CRM, Microsoft Excel, Marketing, Microsoft Office, Data Analysis, Process Improvement, Customer Satisfaction
Education
Colorado State University 2008 — 2010
Bachelor of Science, Business Administration; Finance
Sweeps June 2015 - Present
Turing School of Software & Design October 2014 - May 2015
First Western Trust June 2014 - August 2014
First Western Trust July 2013 - June 2014
Blackstone Entrepreneurs Network August 2012 - May 2013
Corporate Executive Board June 2012 - August 2012
Olympia Media Group May 2011 - June 2012
Sweeps LLC September 2010 - June 2011
Net Impact January 2010 - May 2010
Mayberry R.F.G. June 2008 - August 2009
Skills
Entrepreneurship, Business Strategy, Sales, Financial Modeling, Lead Generation, Business Planning, Ruby, Ruby on Rails, Ember.js, JavaScript, HTML, CSS, Microsoft Excel, Git, Github, Financial Analysis, Credit Analysis, Microsoft Office, Marketing Strategy, Business Development, Public Speaking, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BSBA, Finance and Entrepreneurial Consulting
Watson Law Offices June 2015 - Present
Merit Career Development 2014 - June 2015
Heckscher, Teillon, Terrill & Sager, P.C. June 2013 - February 2015
Watson Law Offices 2015 - 2015
First Western Trust 2010 - 2010
Skills
Customer Service, Leadership, Microsoft Office, Management, Sales, Research, Project Management, Strategic Planning, Proposal Writing, Legal Writing, Report Writing, Microsoft Excel, PowerPoint
Education
Boston University 2011 — 2015
Bachelor's Degree, English
Technische Universität Dresden 2014 — 2014
German Language and Literature
First Western Trust June 2008 - Present
National Bank of Arizona December 2005 - May 2008
Skills
Strategic Planning, New Business Development, Risk Management, Banking, Fundraising, Portfolio Management, Strategic Financial..., Loans, Commercial Banking, Commercial Lending, Treasury Management, Finance, Financial Planning, Wealth Management, Credit, Executive Management, Credit Analysis, Management, Small Business Lending, Investments
Education
New Mexico State University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Washington 1976 — 1978
Graduate Banking Degree-Pacific Coast Banking School, Asset/Liability management
First Western Trust January 2007 - January 2013
First Western Trust June 2003 - January 2007
Advent/Techfi Corporation January 2001 - June 2003
Portfolio Management Consultants, Inc. July 1999 - January 2001
Skills
People-oriented, Computer expertise in a..., Attention To Detail, Team Leadership, Active Listener, Employee Training, Management, Investments, Strong written and..., Strategic researching,..., Self-starter, highly..., Positive and motivating, Financial Services, Leadership, Mergers & Acquisitions, Portfolio Management, Banking, Risk Management, Training, Asset Management, Mutual Funds
Education
Fort Lewis College 1994 — 1998
Bachelor of Arts (BA), Business Administration and Management, General
First Western Trust July 2002 - Present
Roundup River Ranch 2012 - Present
Colorado Succeeds 2006 - 2014
Denver Convention Center Hotel Authority 2011 - 2013
Boys and Girls Clubs of Metro Denver 2000 - 2013
American Fundware (software) 1999 - 2002
Skills
Wealth Management, Portfolio Management, Investments, Private Equity, Strategic Planning, Entrepreneurship, Mergers & Acquisitions, Due Diligence, Financial Analysis, Business Strategy, Strategy, Finance, Asset Management
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
American University 1980 — 1982
Master of Arts in International Development, Development Economics and International Development
University of Michigan 1976 — 1980
Bachelor of Arts (BA), Political Science and Government, Economics
First Western Trust January 2014 - Present
RMB Capital October 2008 - January 2014
Skills
Investments, Financial Analysis, Microsoft Excel, Leadership, Microsoft Office, Finance, Financial Modeling
Education
University of Denver 2004 — 2008
Bachelor's Degree, Finance, General
Cherry Creek High School 2000 — 2004
High School
First Western Trust July 2015 - Present
Goldwater Bank, N.A. April 2014 - July 2015
Emery Federal Credit Union August 2011 - March 2014
First Mortgage Corporation, a Wholly Owned Subsidiary of Health One Credit Union April 2011 - September 2011
The Lending Company August 2008 - April 2011
Colonial Home Loans 1994 - 2007
Skills
Mortgage Lending, Loans, Loan Origination, Underwriting, USDA, FHA, Refinance, Credit, Residential Mortgages, Banking, Mortgage Banking, VA loans, Certified Mortgage..., Credit Analysis, FHA financing, Mortgage Underwriting, Reverse Mortgages, Government Loans, FHA Financing, VA Loans
Education
Western International University 1992 — 1993
SEMBA, Finance
The University of New Mexico
B.A., Psychology English
First Western Trust July 2015 - Present
AZ Top Handyman January 2013 - Present
Goldwater Bank, N.A. March 2014 - July 2015
Oaktree Funding September 2014 - October 2014
Quicken Loans April 2012 - August 2013
Lenawee's Handyman 2009 - 2012
Comcast 2009 - 2011
Sightpath Medical 2008 - 2009
American Medical Vision Technologies 2004 - 2008
Reed Vision (Formerly AMVT) 2002 - 2004
Skills
Direct Sales, Customer Service, Customer Relations, American Sign Language, LASIK, Field Service, Medical Technology, Construction, Home Improvement, Medical Devices, Team Leadership, Customer Satisfaction, Healthcare, New Business Development, Problem Solving, Team Building, Hospitals, Troubleshooting, Mentoring, Microsoft Office, Word, Excel, Electronics, Coaching, Sales Support, Teamwork, Inventory Management, Supervisory Skills, Technical Training, PowerPoint, Windows, Surgery, Manufacturing
Education
Visx University 2000 — 2009
Certification, Field Service Engineer/Operator
Siena Heights University 1995 — 2009
Bachelor of Arts (BA), Business Administration and Management, General
First Western Trust June 2015 - Present
CECOR Staffing, a division of Essential Personnel March 2014 - June 2015
CECOR Staffing, a division of Essential Personnel March 2012 - March 2014
Event Professional Resources April 2009 - September 2009
Skills
Recruiting, Interviews, Applicant Tracking..., Sourcing, Talent Acquisition, Screening Resumes, Human Resources, Onboarding, CRM, Payroll, Microsoft Word, PowerPoint, Photoshop, Outlook, I-9 Compliance, Social Media, Employment Verifications, Background Checks, Microsoft Excel, Adobe Acrobat, Candidate Generation, Boolean Logic, Event Planning, Event Management, Payroll Services, OS X, Copywriting, Mac OS X, Snow Leopard, Client Relations Skills, HRIS Database Management
Education
Chatham College 2006 — 2010
Bachelor of Fine Arts (BFA), Double Major - Cultural Studies & Writing
North American Hockey Academy 2004 — 2006
First Western Trust July 2012 - Present
Formations, LLC January 2012 - May 2012
Victory Capital Management May 2011 - August 2011
Red Rocks Country Club May 2008 - August 2010
Harvest Fresh Grocery May 2007 - August 2007
Skills
Marketing, PowerPoint, Finance, Financial Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors of Science Business Administration, Finance/ Certificate in Operations Management
First Western Trust June 2010 - Present
TCF Bank November 2007 - September 2009
US Bank / WestStar Bank June 2006 - October 2007
Wells Fargo Bank September 2004 - May 2006
First Data Corporation 1997 - 2001
JPMorgan Chase & Co. (Chase Personal Financial Services) 1990 - 1996
Wells Fargo 1988 - 1990
Skills
Credit, Banking, Credit Analysis, Risk Management, Portfolio Management, Loans, Commercial Banking, Leadership, Management, Strategy, Underwriting, Credit Risk, Financial Analysis, Finance, Financial Risk, Financial Modeling, Analysis, Real Estate, Executive Management, Consumer Lending, Strategic Planning, Operations Management, Credit Management, Strategic Leadership, Team Leadership, Commercial Lending, Financial Reporting
Education
Michigan State University 1976 — 1980
Bachelor's Degree, Financial Administration / Economics
Colorado State University 1996 — 1998
MBA, Business Administration and Management, 4.0 grade point average.
Other
First Western Trust 2004 - Present
Boys & Girls Clubs of Greater Scottsdale 1990 - Present
Skills
Public Relations, Public Speaking, Entrepreneurship, Management, Real Estate, Strategic Planning, Non-profits, Banking, Finance, Nonprofits
Education
University of Arizona
Finance
College for Financial Planning
CFP
Amphitheater High School
First Western Trust October 2010 - Present
Wells Fargo Institutional Trust Services November 2000 - October 2010
Merrill Lynch Group Employee Services December 1997 - November 2000
Reber/Russell Company February 1997 - November 1997
Norwest Investment Management and Trust/United Banks of Colorado January 1988 - February 1997
Skills
Retirement Plan..., Qualified Retirement..., Series 63, Fiduciary, Pensions, 401k, Investment Advisory, Retirement Planning, Asset Allocation, Retirement, Mutual Funds
Education
University of Colorado at Boulder 1980 — 1985
BS, Business
First Western Trust February 2004 - Present
Poudre River Valley Trust Company July 2000 - February 2004
Lincoln Financial Advisors 1993 - 1998
Lincoln Financial Advisors 1993 - 1998
Skills
Certified Financial..., Finance, Private Banking, Investment Management, Wealth Management, Insurance, Retirement, Wealth Management..., Asset Allocation, Investment Advisory, Investments, Financial Services, Management Consulting, Series 7, Asset Management, Portfolio Management, Financial Planning
Education
College for Financial Planning 2009 — 2011
Financial Planning and Services
St. John's University 1989 — 1993
Bachelor of Arts (B.A.), Philosophy
First Western Trust July 2015 - Present
Goldwater Bank, N.A. July 2014 - July 2015
Bridgeview Bank Group March 2014 - July 2014
First Choice Bank January 2013 - March 2014
Farmers Insurance March 2011 - December 2012
Desert 2 Mountain Realty January 2009 - 2011
MDJ Mortgage Corporation December 1993 - December 2008
First Franklin April 1993 - December 1993
Countrywide Funding Corporation September 1992 - April 1993
Resolution Trust Corporation September 1990 - September 1991
Skills
Budgets, Selling, Underwriting, FHA, Mortgage Lending, Contract Negotiation, Human Resources, Sales, Credit, Finance, Retail, Business Planning, Commercial Insurance, Marketing, Strategic Planning, B2B, Loans, Sellers, Small Business, Mortgage Banking, Property & Casualty..., Customer Satisfaction, Real Estate, Health Insurance, Life Insurance, Insurance, Real Estate Economics, Direct Sales, Sales Operations, Management, New Business Development, Operations Management, Sales Management, Training, Team Building, Customer Service, Workers Compensation, Team Leadership, Management Consulting
Education
Arizona State University 1981 — 1983
BS Marketing, Marketing
Arizona State University
Bachelor of Science, Marketing
First Western Trust October 2012 - April 2015
First-Citizens Bank and Trust Company October 2009 - October 2012
Bank of the West June 2007 - October 2009
U.S. Bank, N.A. July 2004 - May 2007
Office of the Comptroller of the Currency 1983 - 1985
Skills
Credit Risk, Process Improvement, Credit, Commercial Lending, Underwriting, Finance, Loans, Executive Management, Financial Risk, Portfolio Management, Analysis, Due Diligence, Relationship Management, Financial Analysis, Risk Management, Commercial Banking, Mergers & Acquisitions, Credit Analysis, Banking, Small Business Lending, Loan Origination, Management
Education
University of Colorado at Boulder 1997 — 1998
Master of Science (M.S.), Finance, 3.85
University of Colorado at Boulder 1979 — 1982
Bachelor of Science (B.S.), Finance, 3.8
SLS November 2013 - Present
First Western Trust February 2007 - October 2013
Skills
Financial Analysis, Accounting, Internal Controls, Financial Reporting, Strategic Financial..., Financial Modeling, Banking, Finance, General Ledger, Cash Flow, Investments, Credit, Loans, Budgets, Mergers & Acquisitions
Education
Regis University 2011 — 2012
Master's degree, Accounting
University of Northern Colorado 1994 — 1998
Bachelor's degree, Public Health
First Western Trust August 2014 - Present
Grand Mountain Bank March 2013 - August 2014
Vacations Inc and Condominium Management Company April 2012 - February 2013
Sturm Financial August 2009 - March 2012
Millennium Bank April 2009 - August 2009
Sturm Financial Group September 2003 - April 2009
Armstrong Enterprise Communications October 2002 - March 2003
AT&T Broadband March 2002 - October 2002
National Geographic Maps January 2000 - March 2002
Berger & Co March 1998 - January 2000
Skills
Management, Financial Analysis, Finance, Internal Controls, Budgets, Financial Reporting, Auditing, Analysis, Strategic Planning, Accounting
Education
University of Colorado Denver 1986 — 1991
MBA, Marketing
Indiana University Bloomington 1976 — 1978
BS, Accounting
First Western Trust January 2013 - April 2015
First Western Trust January 2013 - August 2013
ICS Risk September 2012 - December 2012
Rocky Mountain Bank January 2011 - June 2012
First Data Corporation May 2010 - March 2011
United Western Bank September 2007 - May 2010
United Western Bancorp, Inc. 2007 - 2010
Fiserv Investment Support Services 2005 - 2007
Bank of Choice July 2002 - October 2005
Denver Community Federal Credit Union January 1997 - June 2002
Skills
Internal Audit, Management, Marketing, Auditing, Strategic Planning, Leadership, Training, Quality Auditing, Banking, Process Improvement, Risk Management, Financial Risk, Compliance, BSA/AML, Sarbanes-Oxley Act, Financial Analysis, Internal Controls
Education
Cannon Trust Audit, Compliance and Risk Management School 2013 — 2013
Trust Investments, Property Law, Estate Planning, Regulation 9
Regis University 1999 — 2000
Bachelors, Finance
Jefferson High School
First Western Trust April 2014 - Present
John Maxwell Team February 2014 - Present
LHB Enterprises June 2006 - Present
U.S. Trust, Bank of America November 1997 - April 2014
Skills
Nutrition, Lifestyle, Non-profits, CERTIFIED FINANCIAL...
Education
Regent University School of Law 1990 — 1993
Oral Roberts University 1986 — 1988
BA, Theology
First Western Trust November 2013 - Present
US Bank May 2005 - October 2013
U.S. Bank July 2001 - April 2005
Piper Jaffray April 1999 - July 2001
Petroleum Retailer Financing Corporation (start up) June 1997 - March 1999
Skills
Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Equities, Mutual Funds, Asset Management, Investments, Bonds, Finance, Financial Advisory, Fixed Income, Investment Management
Education
University of Colorado at Denver 2003 — 2006
M.B.A., International Business and Finance
Colorado State University 1992 — 1997
Bachelor of Arts (B.A.)
Bankers Trust March 2009 - July 2015
First Western Trust 2005 - 2009
Skills
Portfolio Management, Finance, Credit, Credit Analysis, Loans, Banking, Marketing Communications, Commercial Banking, Commercial Lending, Small Business Lending, Investments, Mortgage Lending, Underwriting, Consumer Lending, Wealth Management
Education
Central College 1998 — 2000
First Western Trust January 2014 - Present
Great Western Development Company March 2011 - January 2014
Signature Bank December 2006 - March 2011
Bank of Choice May 2004 - December 2006
Southern Wool & Skin January 2002 - May 2004
Drake Feeding Company January 1995 - January 2002
Denver Hardwood 1993 - 1995
Skills
Investments, Business Development, Management, Leadership, Finance, Real Estate, Loans, Credit, Marketing, Credit Analysis, Commercial Real Estate, Mergers & Acquisitions, Banking, Strategic Planning, Financial Analysis, Sales, Negotiation, Commercial Lending, Investment Properties, Real Estate Economics, Analysis, Team Building, Real Estate Development, Due Diligence, Real Estate Transactions, Entrepreneurship, Mortgage Lending, Asset Management, Public Relations, Marketing Strategy, New Business Development, Contract Negotiation, Loan Origination, Business Strategy, Real Estate Financing, Business Planning, Portfolio Management, Small Business Lending, Land Development, Commercial Banking, Property Management, Disposition, Research, Market Research, Lines Of Credit, Construction Loans, Location Intelligence, Asset Based Lending, Foreclosures, NexGen
Education
University of Denver - Daniels College of Business 1991 — 1992
MBA, International Management
University of Northern Colorado 1986 — 1990
BS, Finance
Windsor High School 1980 — 1985
First Western Trust April 2013 - Present
O'Brien Braun, P.C. February 2009 - April 2013
Key Equipment Finance May 2001 - December 2008
NBD Bank, N.A. January 1990 - June 2000
Berkey and Braun PC January 1979 - June 1989
Skills
Courts, Litigation, Bankruptcy, Commercial Litigation, Asset Based Lending, Finance, Commercial Lending, Contract Negotiation, Corporate Law, Management, Loans, Legal Research, Due Diligence, Banking Law
Education
Wayne State University Law School 1975 — 1978
JD, Law
University of Michigan 1971 — 1975
BA, Political Science
First Western Trust 2005 - Present
Education
University of Pennsylvania - The Wharton School
BS in Economics
First Western Trust July 2015 - Present
Vectra Bank Colorado March 2012 - July 2015
Vectra Bank Colorado August 1999 - February 2012
Huntington National Bank 1994 - 1998
Central Fidelity Bank 1986 - 1994
Skills
Loans, Credit Analysis, Banking, Commercial Lending, Credit, Financial Analysis, Strategic Financial..., Small Business Lending, Due Diligence, Corporate Finance, Commercial Banking, Mortgage Lending, Consumer Lending, Portfolio Management, Credit Risk, Treasury Management, Underwriting, Investments, Asset Based Lending, Retail Banking, Commercial Mortgages, Relationship Management, Asset Management, Cash Management, Financial Modeling, Loan Origination, Financial Risk, Lines Of Credit, Risk Management, Financial Services
Education
Wake Forest University - Babcock Graduate School of Management 1991 — 1993
MBA, General Management, Finance
Syracuse University 1977 — 1982
BA, Economics, International Rekations
manchester central high 1973 — 1977
diploma, college prep
The Art Connection October 2007 - Present
First Western Trust June 2011 - July 2013
Cache Creek Partners October 2010 - April 2012
Cache Creek Consulting October 2010 - January 2012
First Resource July 2009 - September 2011
Design Technology October 2005 - July 2009
First Data January 2005 - August 2005
PepsiCo February 1990 - October 1999
Keebler Company 1988 - January 1990
JWT August 1985 - January 1988
Skills
Marketing Strategy, Social Media, Advertising, Business Development, Marketing Communications, Market Research, Account Management, Strategic Partnerships, Branding & Identity, Networking, Focus Groups, Brand Management, CRM, Leadership, Public Relations, Management, Marketing, Strategic Planning, Strategy
Education
University of Illinois at Urbana-Champaign
Masters of Science, Marketing/Communications
First Western Trust March 2005 - Present
First Western Capital Management March 2005 - Present
First Western Trust March 2005 - Present
Financial Designs, Ltd June 1999 - February 2005
The Longmont Group June 1998 - June 1999
Great-West Life & Annuity September 1996 - May 1998
OppenheimerFunds 1995 - 1997
Skills
Wealth Management, Private Banking, Banking, Investments, Credit, Insurance, Insurance Planning, Insurance Law, Sales, Management, Estate Planning, Life Insurance, Customer Service, Strategic Planning, Financial Planners, Wealth Management..., Analysis
Education
Colorado State University 1989 — 1993
BS, Psychology
The American College 2009 — 2011
CLU, CLU
Rangeview High School
First Western Trust May 2010 - Present
Winston Capital, LLC May 2007 - May 2010
USBank August 1998 - May 2007
Usbancorp August 1998 - May 2007
USBANK 2000 - 2001
USBANK 2000 - 2001
Skills
Private Banking, Wealth Management, Commercial Banking, Portfolio Management, Asset Management, Commercial Lending, Credit, Banking, Small Business Lending, Loans, Retail Banking, Credit Analysis, Mortgage Lending, Investments, Consumer Lending, Series 7, Investment Advisory, Credit Risk, Treasury Management, Commercial Mortgages, Wealth Management..., Relationship Management, Finance, Insurance, High Net Worth..., Commercial Real Estate, Construction Loans, Fixed Income, Loan Origination, Strategic Financial..., Mortgage Banking, Securities, Lines Of Credit, Alternative Investments, Investment Management, Financial Services, Risk Management, Residential Mortgages, Real Estate, Cash Management, Asset Based Lending, Bonds
Education
University of Nebraska-Lincoln 1990 — 1995
BSBA, Finance
First Western Trust November 2014 - January 2015
EcoShield Pest Control April 2014 - June 2014
WHBM November 2013 - April 2014
Alternative Support August 2011 - August 2013
Aurora Bar Association 2010 - 2011
The Employment Firm 2008 - 2011
Skills
Software Documentation, Quality Assurance, Human Resources, Interviews, Training, Process Scheduler, Microsoft Office, Management
Education
Everest College-Aurora 2009 — 2012
Associate of Arts and Sciences (AAS), Paralegal
First Western Trust July 2013 - Present
Bank of the West January 2013 - July 2013
Custom Environmental Services, Inc. July 2010 - October 2012
Granite Loan Management 2009 - July 2010
TCF Bank 2006 - 2009
JP Morgan Chase 2001 - 2006
Bank One 1997 - 2001
Education
University of California, Santa Barbara 1986 — 1988
MA, Economics
Valparaiso University 1983 — 1986
BA, Economics
National Life Group June 2014 - Present
First Western Trust January 2013 - May 2014
TransFirst July 2011 - May 2012
First Citizens Bank February 2011 - July 2011
United Western Bank October 2007 - January 2011
Skills
Loans, Credit Analysis, Small Business Lending, Credit, Commercial Lending, Portfolio Management, Banking
Education
Lyndon State College 1998 — 2002
Human Services
First Western Trust March 2015 - Present
J.P. Morgan December 2012 - March 2015
Affinity Bank August 2006 - July 2009
Cornucopia Foundation February 2006 - July 2006
Starbucks Coffee Company April 2005 - December 2005
Skills
Banking, Risk Management, Microsoft Office, Microsoft Excel, Strategic Planning, Microsoft Word, Credit, Customer Service, Sales, Credit Analysis, Leadership, Marketing, Human Resources, Loans, Training, Management, Retail Banking
Education
California State University-Channel Islands 2004 — 2007
Bachelors of Science, Business Administration
The University of Texas at El Paso 2001 — 2002
Computer Information Systems
First Western Trust March 2014 - Present
Flatirons Bank March 2011 - February 2014
Skills
Loans, Commercial Banking, Credit, Relationship Management, Commercial Mortgages, Risk Management, Underwriting, Cash Management, Financial Analysis, Financial Modeling, Due Diligence, Strategic Planning, Portfolio Management, Commercial Lending
Education
University of Arkansas at Little Rock 1996 — 1998
Master of Business Administration (MBA)
Christian Brothers University 1991 — 1996
BS, Econ/Finance
First Western Trust August 2015 - Present
FRB August 2012 - July 2015
Skills
Microsoft Office, Credit, Credit Analysis, Banking, Accounting, Financial Analysis, Access, Commercial Lending, Customer Service, Strategic Financial..., Commercial Banking, Investments, Public Speaking, Team Leadership, Microsoft Word, Underwriting, Loans, PowerPoint, Credit Risk
Education
Colorado State University 2007 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Colorado State University 2007 — 2012
Bachelor's degree, Business Administration and Management, General
First Western Trust March 2013 - Present
W.J. Bradley Mortgage Capital, LLC April 2012 - March 2013
CIBER, Inc March 2011 - April 2012
Swanson Rink May 2008 - March 2011
Skills
Accounts Payable, General Ledger, Accounting, Accruals, Account Reconciliation, Fixed Assets, Financial Reporting, Deltek, Accounts Receivable, Project Accounting, GAAP, Payroll, Financial Accounting, Invoicing, Journal Entries
Education
Metropolitan State University of Denver 2006 — 2010
Bachelor of Science (B.S.), Accounting, 3.41
First Western Trust July 2013 - Present
Aspen Property Partners 2011 - 2011
Austin Lawrence Partners May 2010 - August 2010
Skills
Microsoft Office, Property Management, Microsoft Excel, Investments, Outlook, Leadership, Customer Service, Financial Modeling, Asset Management, PowerPoint, Financial Analysis, Microsoft Word, Real Estate, Economics, 401k, Equities, Retirement, Finance
Education
Colgate University 2008 — 2012
Bachelor's degree, Economics and Philosophy
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 March 2013 - Present
Skills
Banking, Commercial Banking, Risk Management, Commercial Lending, Consumer Lending, Retail Banking, Operations Management, Loans, Bank Security, Credit, Portfolio Management, Vendor Management, Process Improvement, Financial Risk, Cash Management, Financial Analysis, Disaster Recovery, Project Management, Compliance Regulations, Budgeting, Regulatory Compliance, Security Operations, Communication, Presentation Skills
Education
University of Phoenix 2002 — 2005
Bachelor of Science (BS)
First Western Trust March 2005 - Present
Sterling Partners October 2001 - March 2005
The Harder Group December 1995 - November 2000
Skills
Banking, Credit, Customer Service, Management, Commercial Banking, Microsoft Office, Credit Analysis, Loans, Risk Management, Mortgage Lending
Education
University of Colorado Denver 1985 — 1989
Marketing/Marketing Management, General