First Western Trust Bank
Description
Founded: 2004 Parent organization: First Western Financial Subsidiaries: First Western Merger Corporation, Ryder, Stilwell Incorporated
First Western Trust Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Western Trust Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
First Western Trust Bank Salaries. You can even request information on how much does First Western Trust Bank pay if you want to. Learn about salaries, pros and cons of working for First Western Trust Bank directly from the past employees.
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76 First Western Trust Bank employees in database. Find out everything there's to know about First Western Trust Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
First Western Trust Bank Employees
Employee
Years
Job
Industry
Mandy Jesser Mandy Jesser's First Western Trust Bank Experience February 2008 - September 2012
Job Sales and Services Support Specialist, AVP at First Western Trust
Industry Financial Services
Experience
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 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
Kate Goodwin Kate Goodwin's First Western Trust Bank Experience March 2008 - July 2008
Job Senior Risk Advisory Services at McGladrey
Industry Accounting
Experience
McGladrey July 2014 - Present
Mi Casa Resource Center 2014 - 2015
PricewaterhouseCoopers May 2011 - July 2014
American Campus Communities January 2010 - May 2011
University of Denver 2008 - 2010
US Capital November 2008 - June 2009
First Western Trust Bank March 2008 - July 2008
Starbucks Coffee Company September 2005 - April 2008
Skills
Customer Relations, Investments, Contract Management, IT system testing, IT Governance, Compliance, Client and Team..., Enterprise Risk..., SOX Compliancy, IT Audit, Internal Audit, SSAE 16, Enterprise Systems..., IT Security Assessments, Hyperion Reports, Oracle E-Business Suite, JDE Enterprise One, Customer Service, Governance, Accounting, Sarbanes-Oxley Act
Education
University of Denver - Daniels College of Business 2007 — 2011
BAcc, Accounting
Minnetonka High School 2003 — 2007
Diploma
McGladrey July 2014 - Present
Mi Casa Resource Center 2014 - 2015
PricewaterhouseCoopers May 2011 - July 2014
American Campus Communities January 2010 - May 2011
University of Denver 2008 - 2010
US Capital November 2008 - June 2009
First Western Trust Bank March 2008 - July 2008
Starbucks Coffee Company September 2005 - April 2008
Skills
Customer Relations, Investments, Contract Management, IT system testing, IT Governance, Compliance, Client and Team..., Enterprise Risk..., SOX Compliancy, IT Audit, Internal Audit, SSAE 16, Enterprise Systems..., IT Security Assessments, Hyperion Reports, Oracle E-Business Suite, JDE Enterprise One, Customer Service, Governance, Accounting, Sarbanes-Oxley Act
Education
University of Denver - Daniels College of Business 2007 — 2011
BAcc, Accounting
Minnetonka High School 2003 — 2007
Diploma
Alexis Owen Alexis Owen's First Western Trust Bank Experience 2012 - Present
Job Director of Philanthropic Services and Marketing, First Western Trust
Industry Philanthropy
Experience
First Western Trust Bank 2012 - Present
Dovetail Solutions 2006 - Present
Young Philanthropists Foundation 2003 - December 2013
Skills
Media Relations, Press Releases, Social Media, Public Speaking, Strategic Planning, Social Media Marketing, Internal Communications, Fundraising, Leadership, Entrepreneurship, Budgets, Strategy, Marketing Strategy, Philanthropic Planning..., Corporate Social..., Nonprofit Management
Education
University of Colorado Boulder 1994 — 1998
First Western Trust Bank 2012 - Present
Dovetail Solutions 2006 - Present
Young Philanthropists Foundation 2003 - December 2013
Skills
Media Relations, Press Releases, Social Media, Public Speaking, Strategic Planning, Social Media Marketing, Internal Communications, Fundraising, Leadership, Entrepreneurship, Budgets, Strategy, Marketing Strategy, Philanthropic Planning..., Corporate Social..., Nonprofit Management
Education
University of Colorado Boulder 1994 — 1998
Carlie Cook's First Western Trust Bank Experience March 2012 - May 2014
Job Personal Cruise Consultant at Holland America Line
Industry Leisure, Travel & Tourism
Experience
Holland America Line July 2014 - Present
First Western Trust Bank March 2012 - May 2014
Service Credit Union October 2010 - April 2012
P.F. Chang's China Bistro August 2008 - September 2010
Kroenke Sports Enterprises January 2008 - May 2008
University of Colorado Recreation Center August 2005 - May 2008
Northwestern Mutual Financial Network August 2006 - January 2007
Kappa Alpha Theta December 2005 - December 2006
Gamma 2004 - 2006
Skills
Customer Service, Spanish, Policy Analysis, Servers, Recording, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Nonprofits, Training, Sales, Outlook, Microsoft Word, Financial Analysis, Finance, Data Analysis, Team Building, Time Management, Social Media Marketing, Teaching, Banking, Interviews, Loans
Education
University of Colorado Boulder 2004 — 2008
Bachelor of Arts, Psychology
Universitat d'Alacant 2007 — 2007
Spanish
Holland America Line July 2014 - Present
First Western Trust Bank March 2012 - May 2014
Service Credit Union October 2010 - April 2012
P.F. Chang's China Bistro August 2008 - September 2010
Kroenke Sports Enterprises January 2008 - May 2008
University of Colorado Recreation Center August 2005 - May 2008
Northwestern Mutual Financial Network August 2006 - January 2007
Kappa Alpha Theta December 2005 - December 2006
Gamma 2004 - 2006
Skills
Customer Service, Spanish, Policy Analysis, Servers, Recording, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Nonprofits, Training, Sales, Outlook, Microsoft Word, Financial Analysis, Finance, Data Analysis, Team Building, Time Management, Social Media Marketing, Teaching, Banking, Interviews, Loans
Education
University of Colorado Boulder 2004 — 2008
Bachelor of Arts, Psychology
Universitat d'Alacant 2007 — 2007
Spanish
Tania Hansen's First Western Trust Bank Experience October 2006 - October 2010
Job Director of Business Development
Industry Law Practice
Experience
Balaban Law, LLC March 2012 - Present
First Western Trust Bank October 2006 - October 2010
Skills
Management, Microsoft Office, Risk Management, Training, Negotiation, Human Resources, Portfolio Management, Leadership, Fluent in English,..., Proven leadership..., Strong computer skills,..., Performance Management, Legal Writing, Conflict Resolution, Employee Relations, HR Policies, PowerPoint, Workers Compensation, Legal Research, Benefits Administration, Hiring Practices, Employee Wellness, Business Awareness, Strategic Thinking, Analytical Skills, Ability to Negotiate..., Customer Service, Financial Analysis, Microsoft Excel, Public Speaking, Strategy
Education
University of Colorado at Denver 2012 — 2014
Bachelor's Degree
Balaban Law, LLC March 2012 - Present
First Western Trust Bank October 2006 - October 2010
Skills
Management, Microsoft Office, Risk Management, Training, Negotiation, Human Resources, Portfolio Management, Leadership, Fluent in English,..., Proven leadership..., Strong computer skills,..., Performance Management, Legal Writing, Conflict Resolution, Employee Relations, HR Policies, PowerPoint, Workers Compensation, Legal Research, Benefits Administration, Hiring Practices, Employee Wellness, Business Awareness, Strategic Thinking, Analytical Skills, Ability to Negotiate..., Customer Service, Financial Analysis, Microsoft Excel, Public Speaking, Strategy
Education
University of Colorado at Denver 2012 — 2014
Bachelor's Degree
Jeff Engell's First Western Trust Bank Experience August 2005 - August 2008
Job Founder, Blue Oceans Group
Industry Management Consulting
Experience
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
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
Dana Sandoval, CFP® Dana Sandoval, CFP®'s First Western Trust Bank Experience September 2006 - September 2010
Job Support Advisor at TCI Wealth Advisors, Inc.
Industry Investment Management
Experience
TCI Wealth Advisors, Inc. January 2015 - Present
TCI Wealth Advisors, Inc. October 2010 - Present
First Western Trust Bank September 2006 - September 2010
Reber/Russell Company January 1999 - September 2006
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Advisory, Financial Planning, Mutual Funds, Retirement Planning, Estate Planning
Education
University of San Diego 1981 — 1981
Emphasis Estates, Trusts & Wills, Paralegal Degree
Colorado State University 1977 — 1981
BA, Economics
TCI Wealth Advisors, Inc. January 2015 - Present
TCI Wealth Advisors, Inc. October 2010 - Present
First Western Trust Bank September 2006 - September 2010
Reber/Russell Company January 1999 - September 2006
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management, Investment Advisory, Financial Planning, Mutual Funds, Retirement Planning, Estate Planning
Education
University of San Diego 1981 — 1981
Emphasis Estates, Trusts & Wills, Paralegal Degree
Colorado State University 1977 — 1981
BA, Economics
Scott Breaux, CFA Scott Breaux, CFA's First Western Trust Bank Experience June 2008 - February 2011
Job Senior Vice President, Investment Manager at ANB Bank
Industry Investment Management
Experience
ANB Bank June 2014 - Present
Advised Assets Group, LLC a subsidiary of Great West Life & Annuity Insurance Co. January 2012 - June 2014
First Western Trust Bank June 2008 - February 2011
Baby Breaux, LLC January 2002 - December 2010
JPMorgan January 2005 - April 2008
INVESCO January 1994 - September 2004
Skills
Portfolio Management, Risk Management, Quantitative Analytics, Investments, Asset Managment, Equities, Equity Research, Asset Allocation, Financial Modeling, Hedge Funds, Wealth Management, Investment Strategies, Mutual Funds, Alternative Investments, Valuation, Asset Management, Investment Management, Finance, Due Diligence, Capital Markets, Investment Advisory, Equity Valuation, Private Equity, ETFs, Bonds, Retirement Planning, Derivatives, Relationship Management, 401k, High Net Worth..., Fund Of Funds, Structured Products, Bloomberg, Financial Analysis
Education
University of Colorado Denver 1994 — 1996
Master of Science, Finance
University of Louisiana at Lafayette 1988 — 1992
Bachelor of Science, Finance
ANB Bank June 2014 - Present
Advised Assets Group, LLC a subsidiary of Great West Life & Annuity Insurance Co. January 2012 - June 2014
First Western Trust Bank June 2008 - February 2011
Baby Breaux, LLC January 2002 - December 2010
JPMorgan January 2005 - April 2008
INVESCO January 1994 - September 2004
Skills
Portfolio Management, Risk Management, Quantitative Analytics, Investments, Asset Managment, Equities, Equity Research, Asset Allocation, Financial Modeling, Hedge Funds, Wealth Management, Investment Strategies, Mutual Funds, Alternative Investments, Valuation, Asset Management, Investment Management, Finance, Due Diligence, Capital Markets, Investment Advisory, Equity Valuation, Private Equity, ETFs, Bonds, Retirement Planning, Derivatives, Relationship Management, 401k, High Net Worth..., Fund Of Funds, Structured Products, Bloomberg, Financial Analysis
Education
University of Colorado Denver 1994 — 1996
Master of Science, Finance
University of Louisiana at Lafayette 1988 — 1992
Bachelor of Science, Finance
Jeremy Nicholas's First Western Trust Bank Experience September 2008 - Present
Job Vice President Relationship Manager, First Western Trust Bank
Industry Banking
Experience
First Western Trust Bank September 2008 - Present
Seemorgh Investments May 2006 - July 2008
Skills
Banking, Commercial Lending, Commercial Banking, Financial Risk, Loans, Wealth Management, Project Planning, Credit Analysis, Finance, Credit, PowerPoint, Financial Analysis, Underwriting, Management, Sales, Portfolio Management
Education
University of Colorado at Denver 2005 — 2007
Yes, Business Administration - Finance
North Carolina State University 1999 — 2002
Business Administration and Management, General
First Western Trust Bank September 2008 - Present
Seemorgh Investments May 2006 - July 2008
Skills
Banking, Commercial Lending, Commercial Banking, Financial Risk, Loans, Wealth Management, Project Planning, Credit Analysis, Finance, Credit, PowerPoint, Financial Analysis, Underwriting, Management, Sales, Portfolio Management
Education
University of Colorado at Denver 2005 — 2007
Yes, Business Administration - Finance
North Carolina State University 1999 — 2002
Business Administration and Management, General
Nhia (Niki) Xiong's First Western Trust Bank Experience November 2011 - February 2013
Job Production and Marketing Coordinator at Event Networks, Inc
Industry Broadcast Media
Experience
Event Networks, Inc February 2013 - Present
Beta Nightclub November 2010 - July 2013
First Western Trust Bank November 2011 - February 2013
UMB Bank October 2010 - November 2011
Bank of Choice July 2006 - October 2010
US Bank April 2005 - July 2006
Skills
Loans, Banking, Credit, Retail Banking, Customer Service, Microsoft Excel, Commercial Banking, Microsoft Office, Training, Time Management, Social Media, Management, Retail, Marketing, Portfolio Management, Facebook
Education
University of Colorado Denver 2004 — 2009
Bachelor's degree, Communication, General
University of Colorado at Denver 2004 — 2009
Bachelor, Communication, Public Relations, Professional Writing
Event Networks, Inc February 2013 - Present
Beta Nightclub November 2010 - July 2013
First Western Trust Bank November 2011 - February 2013
UMB Bank October 2010 - November 2011
Bank of Choice July 2006 - October 2010
US Bank April 2005 - July 2006
Skills
Loans, Banking, Credit, Retail Banking, Customer Service, Microsoft Excel, Commercial Banking, Microsoft Office, Training, Time Management, Social Media, Management, Retail, Marketing, Portfolio Management, Facebook
Education
University of Colorado Denver 2004 — 2009
Bachelor's degree, Communication, General
University of Colorado at Denver 2004 — 2009
Bachelor, Communication, Public Relations, Professional Writing
AJ Patton AJ Patton's First Western Trust Bank Experience August 2007 - October 2008
Job Rocky Mountain Regional Manager at Nuo Therapeutics (formerly Cytomedix)
Industry Medical Devices
Experience
Nuo Therapeutics (formerly Cytomedix) September 2013 - Present
Growth Engine Business Consulting January 2009 - Present
NuVasive - Mountain States Surgical February 2012 - September 2013
DePuy Spine April 2011 - 2011
Over the Sun, LLC 2009 - 2011
First Western Trust Bank August 2007 - October 2008
Merrill Lynch September 2000 - November 2006
Wells Fargo Investments May 1995 - September 2000
Paine Webber September 1993 - May 1995
Skills
Medical Devices, Orthopedics, Sales, Start-ups, Surgeons, Strategic Planning, Management, Marketing Strategy, Healthcare, Spine, Surgery, Product Launch, Sales Operations, Marketing, Capital Equipment, Sales Management, New Business Development, Market Development, Leadership, Cross-functional Team..., Orthopedic, Neurosurgery, Minimally Invasive..., Cold Calling, Operating Room, Direct Sales, Sales Process, Treatment, Account Management, Selling
Education
Texas Christian University 1988 — 1992
BS, Economics, Speech Communication
Loveland High School 1985 — 1988
Marshall Thurber SS21
Nuo Therapeutics (formerly Cytomedix) September 2013 - Present
Growth Engine Business Consulting January 2009 - Present
NuVasive - Mountain States Surgical February 2012 - September 2013
DePuy Spine April 2011 - 2011
Over the Sun, LLC 2009 - 2011
First Western Trust Bank August 2007 - October 2008
Merrill Lynch September 2000 - November 2006
Wells Fargo Investments May 1995 - September 2000
Paine Webber September 1993 - May 1995
Skills
Medical Devices, Orthopedics, Sales, Start-ups, Surgeons, Strategic Planning, Management, Marketing Strategy, Healthcare, Spine, Surgery, Product Launch, Sales Operations, Marketing, Capital Equipment, Sales Management, New Business Development, Market Development, Leadership, Cross-functional Team..., Orthopedic, Neurosurgery, Minimally Invasive..., Cold Calling, Operating Room, Direct Sales, Sales Process, Treatment, Account Management, Selling
Education
Texas Christian University 1988 — 1992
BS, Economics, Speech Communication
Loveland High School 1985 — 1988
Marshall Thurber SS21
Joe Curtiss-Lusher's First Western Trust Bank Experience June 2009 - July 2009
Job Project Manager at Walmart eCommerce
Industry Human Resources
Experience
Walmart eCommerce July 2015 - Present
Walmart eCommerce July 2013 - Present
Visa January 2013 - June 2013
FSG November 2012 - January 2013
Marketing General Inc. December 2010 - January 2012
Rose Medical Center August 2010 - November 2010
First Western Trust Bank June 2009 - July 2009
The United States Senate July 2008 - August 2008
Anti-Defamation League May 2008 - July 2008
Skills
Non-profits, Technology, Government, Healthcare Management, Strategic Communications, Nonprofits, Strategy, Leadership, Marketing, Human Resources, Organizational..., Interviews, Market Research, Microsoft Excel, Event Planning, Research, Applicant Tracking..., Management, Microsoft Office, Social Media
Education
The George Washington University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing, Religion
The City University of Hong Kong 2009 — 2009
Colorado Academy 2003 — 2006
High School Diploma
Walmart eCommerce July 2015 - Present
Walmart eCommerce July 2013 - Present
Visa January 2013 - June 2013
FSG November 2012 - January 2013
Marketing General Inc. December 2010 - January 2012
Rose Medical Center August 2010 - November 2010
First Western Trust Bank June 2009 - July 2009
The United States Senate July 2008 - August 2008
Anti-Defamation League May 2008 - July 2008
Skills
Non-profits, Technology, Government, Healthcare Management, Strategic Communications, Nonprofits, Strategy, Leadership, Marketing, Human Resources, Organizational..., Interviews, Market Research, Microsoft Excel, Event Planning, Research, Applicant Tracking..., Management, Microsoft Office, Social Media
Education
The George Washington University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing, Religion
The City University of Hong Kong 2009 — 2009
Colorado Academy 2003 — 2006
High School Diploma
Christian Lewis CFP® Christian Lewis CFP®'s First Western Trust Bank Experience July 2005 - June 2013
Job Denver Regional Commercial Banking Manager, EVP at NorthStar Bank Colorado
Industry Banking
Experience
Northstar Bank Colorado June 2013 - Present
First Western Trust Bank July 2005 - June 2013
US Bank August 2002 - July 2005
Commercial Federal Bank January 1998 - June 2000
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Credit Analysis, Private Banking, Banking, Loans, Financial Analysis, Credit, Portfolio Management, Wealth Management, Commercial Mortgages, Mergers & Acquisitions, Investments, Real Estate, Executive Management, Treasury Management, Finance
Education
University of Denver 2000 — 2002
MBA, Finance
Creighton University 1994 — 1998
BSBA, Finance & Economics
Northstar Bank Colorado June 2013 - Present
First Western Trust Bank July 2005 - June 2013
US Bank August 2002 - July 2005
Commercial Federal Bank January 1998 - June 2000
Skills
Small Business Lending, Commercial Banking, Commercial Lending, Credit Analysis, Private Banking, Banking, Loans, Financial Analysis, Credit, Portfolio Management, Wealth Management, Commercial Mortgages, Mergers & Acquisitions, Investments, Real Estate, Executive Management, Treasury Management, Finance
Education
University of Denver 2000 — 2002
MBA, Finance
Creighton University 1994 — 1998
BSBA, Finance & Economics
Greg Guidici, AAP's First Western Trust Bank Experience June 2011 - Present
Job Relationship Management Associate Treasury Management
Industry Banking
Experience
First Western Trust Bank June 2011 - Present
FirstBank July 2007 - May 2011
Pappadeaux Seafood Kitchen June 2005 - December 2006
Skills
Banking, Retail Banking, Commercial Banking, Customer Service, Outlook, Microsoft Excel, Budgets, Cash Management, Microsoft Office, Sales, PowerPoint, Analysis, ACH, Treasury Management, Relationship Management, Internet Banking, Deposits, Banking Relationships, Private Banking, Branch Banking, Payments, Credit Cards, Treasury, Treasury Services
Education
Colorado State University 2001 — 2005
B.S., Hospitality Management
First Western Trust Bank June 2011 - Present
FirstBank July 2007 - May 2011
Pappadeaux Seafood Kitchen June 2005 - December 2006
Skills
Banking, Retail Banking, Commercial Banking, Customer Service, Outlook, Microsoft Excel, Budgets, Cash Management, Microsoft Office, Sales, PowerPoint, Analysis, ACH, Treasury Management, Relationship Management, Internet Banking, Deposits, Banking Relationships, Private Banking, Branch Banking, Payments, Credit Cards, Treasury, Treasury Services
Education
Colorado State University 2001 — 2005
B.S., Hospitality Management
David R. Duncan David R. Duncan's First Western Trust Bank Experience 2009 - Present
Job CEO & President at Silver Oak Cellars
Industry Wine and Spirits
Experience
Silver Oak Cellars 2002 - Present
Twomey Cellars 1999 - Present
Napa Valley Vintners 2012 - Present
First Western Trust Bank 2009 - Present
Duncan Oil 1988 - Present
Noodles & Company 2001 - 2011
Skills
Winemaking, Food, New Business Development, Wine Tasting, Sales Management, Wine, Food & Beverage, Wineries, Social Media, Strategic Planning
Education
University of Denver 1991 — 1993
Master of Business Administration (MBA), Finance
University of Notre Dame 1984 — 1988
Bachelor of Arts (BA), English
Silver Oak Cellars 2002 - Present
Twomey Cellars 1999 - Present
Napa Valley Vintners 2012 - Present
First Western Trust Bank 2009 - Present
Duncan Oil 1988 - Present
Noodles & Company 2001 - 2011
Skills
Winemaking, Food, New Business Development, Wine Tasting, Sales Management, Wine, Food & Beverage, Wineries, Social Media, Strategic Planning
Education
University of Denver 1991 — 1993
Master of Business Administration (MBA), Finance
University of Notre Dame 1984 — 1988
Bachelor of Arts (BA), English
Nick Happe Nick Happe's First Western Trust Bank Experience June 2012 - February 2013
Job Legal Extern at Financial Industry Regulatory Authority (FINRA)
Industry Law Practice
Experience
Financial Industry Regulatory Authority (FINRA) August 2015 - Present
Bryan Cave June 2015 - July 2015
United States Attorney's Office May 2014 - August 2014
Arizona State University February 2013 - May 2013
First Western Trust Bank June 2012 - February 2013
Arizona State University January 2011 - May 2012
Striking Renovations May 2011 - August 2011
Skills
Tutoring
Education
University of Notre Dame Law School 2013 — 2016
Juris Doctor (J.D.)
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.) Finance, Summa Cum Laude, GPA: 4.0
Barrett, The Honors College, Arizona State University 2009 — 2013
Financial Industry Regulatory Authority (FINRA) August 2015 - Present
Bryan Cave June 2015 - July 2015
United States Attorney's Office May 2014 - August 2014
Arizona State University February 2013 - May 2013
First Western Trust Bank June 2012 - February 2013
Arizona State University January 2011 - May 2012
Striking Renovations May 2011 - August 2011
Skills
Tutoring
Education
University of Notre Dame Law School 2013 — 2016
Juris Doctor (J.D.)
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.) Finance, Summa Cum Laude, GPA: 4.0
Barrett, The Honors College, Arizona State University 2009 — 2013
Kristen Ritter Kristen Ritter's First Western Trust Bank Experience February 2007 - February 2011
Job Senior Vice PresidentOperations at Front Range Bank
Industry Banking
Experience
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
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
Danielle Wissel's First Western Trust Bank Experience September 2009 - May 2014
Job Associate at Cooley LLP
Industry Law Practice
Experience
Cooley LLP April 2015 - Present
Cooley LLP May 2014 - July 2014
First Western Trust Bank September 2009 - May 2014
Skills
Financial Analysis, Wealth Management, Banking
Education
University of Denver - Sturm College of Law 2011 — 2014
J.D.
Georgetown University 2005 — 2009
B.S.F.S., International Politics
Cooley LLP April 2015 - Present
Cooley LLP May 2014 - July 2014
First Western Trust Bank September 2009 - May 2014
Skills
Financial Analysis, Wealth Management, Banking
Education
University of Denver - Sturm College of Law 2011 — 2014
J.D.
Georgetown University 2005 — 2009
B.S.F.S., International Politics
Matt Roan Matt Roan's First Western Trust Bank Experience February 2008 - September 2011
Job Executive Vice President Specialty Banking Director at Vectra Bank Colorado
Industry Banking
Experience
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
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
Emily Reber-Mariniello Emily Reber-Mariniello's First Western Trust Bank Experience June 1998 - August 1999
Job Attorney at ERM Immigration Law
Industry Legal Services
Experience
ERM Immigration Law May 2012 - Present
Counsellaw, PLC 2012 - March 2013
Associated Counsel for the Accused January 2010 - May 2010
Associated Counsel for the Accused April 2008 - May 2010
Colorado State Public Defender - Denver Trial Division July 2008 - August 2008
Associated Counsel for the Accused October 2007 - April 2008
Randy C. Canney Attorney at Law October 2005 - April 2007
Earshot Productions September 1997 - August 2000
First Western Trust Bank June 1998 - August 1999
Skills
Immigration Law, Courts, Legal Research, Immigration Issues, Criminal Defense, Legal Writing, Legal Assistance, Criminal Law, Visas, Naturalization, Legal Permanent..., Motions, Trials, Business Visas, Horses
Education
Seattle University School of Law 2007 — 2010
Juris Doctor, Law
Costa Rican Language Academy 2004 — 2004
Certificate, Spanish
Colorado State University 2001 — 2004
Bachelor, Liberal Arts 2004
Global Exchange Research Abroad 2001 — 2001
Research Abroad, Peace and Conflict Reconciliation
ERM Immigration Law May 2012 - Present
Counsellaw, PLC 2012 - March 2013
Associated Counsel for the Accused January 2010 - May 2010
Associated Counsel for the Accused April 2008 - May 2010
Colorado State Public Defender - Denver Trial Division July 2008 - August 2008
Associated Counsel for the Accused October 2007 - April 2008
Randy C. Canney Attorney at Law October 2005 - April 2007
Earshot Productions September 1997 - August 2000
First Western Trust Bank June 1998 - August 1999
Skills
Immigration Law, Courts, Legal Research, Immigration Issues, Criminal Defense, Legal Writing, Legal Assistance, Criminal Law, Visas, Naturalization, Legal Permanent..., Motions, Trials, Business Visas, Horses
Education
Seattle University School of Law 2007 — 2010
Juris Doctor, Law
Costa Rican Language Academy 2004 — 2004
Certificate, Spanish
Colorado State University 2001 — 2004
Bachelor, Liberal Arts 2004
Global Exchange Research Abroad 2001 — 2001
Research Abroad, Peace and Conflict Reconciliation
Todd Lockwood, CTP Todd Lockwood, CTP's First Western Trust Bank Experience June 2008 - March 2013
Job Vice President Area Manager JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2013 - Present
First Western Trust Bank June 2008 - March 2013
JPMorgan Chase October 2003 - June 2008
Sun Microsystems January 2000 - June 2001
Skills
Treasury Management, Loans, Commercial Banking, Commercial Lending, Treasury Services, Financial Analysis, Relationship Management, Underwriting, Small Business Lending, Retail Banking, Portfolio Management, Commercial Mortgages, Credit, Consumer Lending, Credit Analysis, Banking, Cash Management, Mortgage Lending, Credit Risk, Private Banking, Risk Management, Finance, Cash Flow, Wealth Management, Financial Services, Strategic Financial..., Mortgage Banking
Education
Chapman University 2008 — 2009
CTP, Certified Treasury Professional
California Polytechnic State University-San Luis Obispo 1999 — 2001
MBA, Finance
The University of Texas at Austin 1992 — 1995
BS
Mt. San Antonio College 1990 — 1992
AA
Fairview High School
JPMorgan Chase January 2013 - Present
First Western Trust Bank June 2008 - March 2013
JPMorgan Chase October 2003 - June 2008
Sun Microsystems January 2000 - June 2001
Skills
Treasury Management, Loans, Commercial Banking, Commercial Lending, Treasury Services, Financial Analysis, Relationship Management, Underwriting, Small Business Lending, Retail Banking, Portfolio Management, Commercial Mortgages, Credit, Consumer Lending, Credit Analysis, Banking, Cash Management, Mortgage Lending, Credit Risk, Private Banking, Risk Management, Finance, Cash Flow, Wealth Management, Financial Services, Strategic Financial..., Mortgage Banking
Education
Chapman University 2008 — 2009
CTP, Certified Treasury Professional
California Polytechnic State University-San Luis Obispo 1999 — 2001
MBA, Finance
The University of Texas at Austin 1992 — 1995
BS
Mt. San Antonio College 1990 — 1992
AA
Fairview High School
David Cerullo David Cerullo's First Western Trust Bank Experience October 2010 - August 2013
Job Partner at Cerullo Consulting, LLC
Industry Accounting
Experience
Cerullo Consulting, LLC 2013 - 2014
First Western Trust Bank October 2010 - August 2013
EKS&H July 2004 - October 2010
PricewaterhouseCoopers 2001 - 2004
Skills
Income Tax, Financial Planning, Accounting, Tax, Estate Planning, Trusts, Tax Compliance, Tax Preparation, Strategic Financial..., CPA, Corporate Tax, Tax Research, Financial Reporting, High Net Worth..., Financial Accounting, Financial Analysis, Partnership Taxation, Tax Accounting, International Tax, Financial Planners, Investments, Tax Advisory, Tax Returns, Estate Tax Planning, Cash Flow, Due Diligence, Financial Modeling, S Corporations, Fixed Assets, US Tax, Financial Advisory, Account Reconciliation, Financial Statements, General Ledger, Tax Law, Finance
Education
University of Denver 2000 — 2001
MT, Taxation
Missouri State University 1995 — 2000
BS, Accounting
Cerullo Consulting, LLC 2013 - 2014
First Western Trust Bank October 2010 - August 2013
EKS&H July 2004 - October 2010
PricewaterhouseCoopers 2001 - 2004
Skills
Income Tax, Financial Planning, Accounting, Tax, Estate Planning, Trusts, Tax Compliance, Tax Preparation, Strategic Financial..., CPA, Corporate Tax, Tax Research, Financial Reporting, High Net Worth..., Financial Accounting, Financial Analysis, Partnership Taxation, Tax Accounting, International Tax, Financial Planners, Investments, Tax Advisory, Tax Returns, Estate Tax Planning, Cash Flow, Due Diligence, Financial Modeling, S Corporations, Fixed Assets, US Tax, Financial Advisory, Account Reconciliation, Financial Statements, General Ledger, Tax Law, Finance
Education
University of Denver 2000 — 2001
MT, Taxation
Missouri State University 1995 — 2000
BS, Accounting
Diane Rawdon Diane Rawdon's First Western Trust Bank Experience August 2011 - May 2013
Job Personal Banker at Arizona Bank & Trust
Industry Banking
Experience
Arizona Bank & Trust February 2014 - Present
First Western Trust Bank August 2011 - May 2013
Metro Phoenix Bank August 2010 - June 2011
DESERT HILLS BANK January 2001 - April 2010
HARRIS TRUST BANK January 1999 - January 2001
Todd Photographic Services April 1999 - December 1999
Skills
Banking, Risk Management, Process Improvement
Education
Arizona State University
Pre-Social Work; Human Relations
Phoenix Community College
Criminal Justice
Arizona Bank & Trust February 2014 - Present
First Western Trust Bank August 2011 - May 2013
Metro Phoenix Bank August 2010 - June 2011
DESERT HILLS BANK January 2001 - April 2010
HARRIS TRUST BANK January 1999 - January 2001
Todd Photographic Services April 1999 - December 1999
Skills
Banking, Risk Management, Process Improvement
Education
Arizona State University
Pre-Social Work; Human Relations
Phoenix Community College
Criminal Justice
Sean Calhoun's First Western Trust Bank Experience June 2009 - August 2009
Job Senior Analyst at Karrikins Group and Coach in Training at CTI
Industry Management Consulting
Experience
The Coaches Training Institute (CTI) March 2015 - Present
Karrikins Group August 2014 - Present
Boulder Brands January 2014 - August 2014
Beyond Meat September 2012 - May 2013
Entrepreneurial Solutions April 2011 - April 2012
University of Colorado Boulder August 2010 - April 2012
Columbia University in the City of New York August 2009 - December 2009
First Western Trust Bank June 2009 - August 2009
Kiva Microfunds February 2009 - May 2009
GoodBelly by NextFoods September 2008 - January 2009
Skills
Financial Modeling, Digital Design, Business Process Design, Financial Analysis, Entrepreneurial Finance, Corporate Strategy, Business Strategy, Market Intelligence, Business Development, Negotiation, Business Plan..., Business Planning, Change Management, Strategic Planning, Marketing, Spanish, Entrepreneurship, Strategy, Leadership, Management Consulting, Program Management, Data Analysis, CRM, Project Management, Analysis, Business Analysis, Management
Education
University of Colorado Boulder 2010 — 2012
MBA
Harvard University Graduate School of Design 2006 — 2006
Architecture
Emory University 2002 — 2006
BA
Universidad Torcuato Di Tella 2004 — 2004
Study Abroad, International Relations and Affairs
The Coaches Training Institute (CTI) March 2015 - Present
Karrikins Group August 2014 - Present
Boulder Brands January 2014 - August 2014
Beyond Meat September 2012 - May 2013
Entrepreneurial Solutions April 2011 - April 2012
University of Colorado Boulder August 2010 - April 2012
Columbia University in the City of New York August 2009 - December 2009
First Western Trust Bank June 2009 - August 2009
Kiva Microfunds February 2009 - May 2009
GoodBelly by NextFoods September 2008 - January 2009
Skills
Financial Modeling, Digital Design, Business Process Design, Financial Analysis, Entrepreneurial Finance, Corporate Strategy, Business Strategy, Market Intelligence, Business Development, Negotiation, Business Plan..., Business Planning, Change Management, Strategic Planning, Marketing, Spanish, Entrepreneurship, Strategy, Leadership, Management Consulting, Program Management, Data Analysis, CRM, Project Management, Analysis, Business Analysis, Management
Education
University of Colorado Boulder 2010 — 2012
MBA
Harvard University Graduate School of Design 2006 — 2006
Architecture
Emory University 2002 — 2006
BA
Universidad Torcuato Di Tella 2004 — 2004
Study Abroad, International Relations and Affairs
Amar Dev Singh, CFP® Amar Dev Singh, CFP®'s First Western Trust Bank Experience July 2005 - March 2010
Job Vice President Global Commercial Lending/ Business Banking at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch May 2014 - Present
Colorado State Bank and Trust April 2010 - May 2014
First Western Trust Bank July 2005 - March 2010
IronStone Bank May 2004 - July 2005
Merchants Mortgage & Trust January 2002 - May 2004
KeyBank November 1996 - January 2002
US Bank May 1991 - November 1996
Skills
Wealth Management, Commercial Banking, Small Business Lending, Commercial Lending, Private Banking, Loans, Banking, Credit, Mortgage Lending, Wealth Management..., Credit Analysis, Trust Services, Financial Analysis, Portfolio Management, Consumer Lending, Estate Planning, Financial Services, Insurance, Loan Origination, Mortgage Banking, Treasury Management, Series 7, Strategic Financial..., Credit Risk
Education
Certified Financial Planner 2010 — 2010
CFP®
University of Colorado at Denver 1992 — 1995
MBA, Finance/ Marketing
Jai Hind College 1986 — 1989
B.A., Accounting
Bank of America Merrill Lynch May 2014 - Present
Colorado State Bank and Trust April 2010 - May 2014
First Western Trust Bank July 2005 - March 2010
IronStone Bank May 2004 - July 2005
Merchants Mortgage & Trust January 2002 - May 2004
KeyBank November 1996 - January 2002
US Bank May 1991 - November 1996
Skills
Wealth Management, Commercial Banking, Small Business Lending, Commercial Lending, Private Banking, Loans, Banking, Credit, Mortgage Lending, Wealth Management..., Credit Analysis, Trust Services, Financial Analysis, Portfolio Management, Consumer Lending, Estate Planning, Financial Services, Insurance, Loan Origination, Mortgage Banking, Treasury Management, Series 7, Strategic Financial..., Credit Risk
Education
Certified Financial Planner 2010 — 2010
CFP®
University of Colorado at Denver 1992 — 1995
MBA, Finance/ Marketing
Jai Hind College 1986 — 1989
B.A., Accounting
George Hostal, CPA, CFP George Hostal, CPA, CFP's First Western Trust Bank Experience February 2010 - May 2013
Job Sr. Wealth Advisor at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen June 2013 - Present
First Western Trust Bank February 2010 - May 2013
J.P. Morgan 1994 - 2006
Skills
Wealth, Investments, Strategic Financial..., Banking, Wealth Management, Mortgage Lending, Wealth Management..., Private Banking, Financial Analysis, Series 7, Insurance, Alternative Investments, Investment Advisory, Asset Allocation, Management, Retirement Planning, Commercial Lending, Asset Management, Investment Management, Portfolio Management
Education
The Ohio State University
Bachelor of Science (B.S.)
CliftonLarsonAllen June 2013 - Present
First Western Trust Bank February 2010 - May 2013
J.P. Morgan 1994 - 2006
Skills
Wealth, Investments, Strategic Financial..., Banking, Wealth Management, Mortgage Lending, Wealth Management..., Private Banking, Financial Analysis, Series 7, Insurance, Alternative Investments, Investment Advisory, Asset Allocation, Management, Retirement Planning, Commercial Lending, Asset Management, Investment Management, Portfolio Management
Education
The Ohio State University
Bachelor of Science (B.S.)
Bret Smith's First Western Trust Bank Experience December 2011 - Present
Job Senior Systems Administrator at First Western Trust Bank
Industry Information Technology and Services
Experience
First Western Trust Bank December 2011 - Present
South Jeffco Sports Association January 2012 - Present
Guaranty Bank & Trust October 2007 - December 2011
Great Southwest Mortgage/Professional Mortgage Alliance May 2003 - August 2007
Coors Credit Union March 2003 - May 2003
Union Bank & Trust January 1998 - February 2003
Skills
VMware, Microsoft Exchange, Technical Support, Team Leadership, Project Management, Network Administration, Active Directory, Windows Server, Troubleshooting, Networking, DNS, System Administration, Security, VPN, DHCP, Servers, Storage Area Networks, Storage
Education
Denver Technical College/Devry Institute 1998 — 2000
Associates, Network Systems and Administration
Front Range Community College 1995 — 1997
Associates, Business Administration
First Western Trust Bank December 2011 - Present
South Jeffco Sports Association January 2012 - Present
Guaranty Bank & Trust October 2007 - December 2011
Great Southwest Mortgage/Professional Mortgage Alliance May 2003 - August 2007
Coors Credit Union March 2003 - May 2003
Union Bank & Trust January 1998 - February 2003
Skills
VMware, Microsoft Exchange, Technical Support, Team Leadership, Project Management, Network Administration, Active Directory, Windows Server, Troubleshooting, Networking, DNS, System Administration, Security, VPN, DHCP, Servers, Storage Area Networks, Storage
Education
Denver Technical College/Devry Institute 1998 — 2000
Associates, Network Systems and Administration
Front Range Community College 1995 — 1997
Associates, Business Administration
Trish Stark Trish Stark's First Western Trust Bank Experience February 2008 - Present
Job President at First Western Trust, Scottsdale
Industry Financial Services
Experience
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
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
Jenn Denfield's First Western Trust Bank Experience July 2013 - May 2015
Job Senior Marketing Specialist at First Western Trust
Industry Marketing and Advertising
Experience
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 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
Chris Viscardi Chris Viscardi's First Western Trust Bank Experience April 2012 - August 2013
Job Associate Kentro Group
Industry Commercial Real Estate
Experience
Kentro Group September 2013 - Present
First Western Trust Bank April 2012 - August 2013
Heartland Bank October 2007 - March 2012
CM2 Development, LLC July 2008 - December 2010
Brownfields Capital 2006 - 2007
Education
Colorado State University 2003 — 2006
Bachelors of Science, Real Estate and Finance
Kentro Group September 2013 - Present
First Western Trust Bank April 2012 - August 2013
Heartland Bank October 2007 - March 2012
CM2 Development, LLC July 2008 - December 2010
Brownfields Capital 2006 - 2007
Education
Colorado State University 2003 — 2006
Bachelors of Science, Real Estate and Finance
Christine Murray Christine Murray's First Western Trust Bank Experience September 2004 - January 2010
Job Executive Board Member at Teach For America Colorado
Industry Financial Services
Experience
Teach For America Colorado June 2011 - Present
Wells Fargo February 2010 - June 2011
First Western Trust Bank September 2004 - January 2010
Goldman Sachs Asset Management 1996 - 2003
Skills
Financial Advisory, Wealth, Investments, Fundraising, Asset Managment, Business Development, Valuation, Financial Modeling
Education
Chadron State College 1980 — 1984
Teach For America Colorado June 2011 - Present
Wells Fargo February 2010 - June 2011
First Western Trust Bank September 2004 - January 2010
Goldman Sachs Asset Management 1996 - 2003
Skills
Financial Advisory, Wealth, Investments, Fundraising, Asset Managment, Business Development, Valuation, Financial Modeling
Education
Chadron State College 1980 — 1984
Patrick Slavin Patrick Slavin's First Western Trust Bank Experience October 2009 - Present
Job Relationship Manager
Industry Financial Services
Experience
First Western Trust Bank October 2009 - Present
Principal Financial Group December 2006 - June 2009
in3corp February 2001 - December 2006
Merrill Lynch & Company April 1999 - February 2001
Merrill Lynch & Co. May 1997 - April 1999
Education
Truman State University 1990 — 1994
B.A., Business Administration
First Western Trust Bank October 2009 - Present
Principal Financial Group December 2006 - June 2009
in3corp February 2001 - December 2006
Merrill Lynch & Company April 1999 - February 2001
Merrill Lynch & Co. May 1997 - April 1999
Education
Truman State University 1990 — 1994
B.A., Business Administration
Crista Mann's First Western Trust Bank Experience August 2008 - Present
Job Vice President, Loan Officer, First Western Trust Bank
Industry Banking
Experience
Partners Mentoring Youth January 2011 - Present
First Western Trust Bank August 2008 - Present
Skills
Loans, Portfolio Management, Strategic Planning, Commercial Mortgages
Education
Colorado Christian University 2003 — 2006
MBA
University of Northern Colorado 1998 — 2001
BS, Social Science
Partners Mentoring Youth January 2011 - Present
First Western Trust Bank August 2008 - Present
Skills
Loans, Portfolio Management, Strategic Planning, Commercial Mortgages
Education
Colorado Christian University 2003 — 2006
MBA
University of Northern Colorado 1998 — 2001
BS, Social Science
Tana Stephens Tana Stephens's First Western Trust Bank Experience February 2011 - September 2012
Job Credit Analyst
Industry Banking
Experience
US Bank August 2014 - Present
U.S. Bank September 2012 - Present
First Western Trust Bank February 2011 - September 2012
Skills
Loans, Credit, Commercial Lending
Education
University of Phoenix
Bachelor of Applied Science (BASc), Accounting
US Bank August 2014 - Present
U.S. Bank September 2012 - Present
First Western Trust Bank February 2011 - September 2012
Skills
Loans, Credit, Commercial Lending
Education
University of Phoenix
Bachelor of Applied Science (BASc), Accounting
Guy Holman, CFP® Guy Holman, CFP®'s First Western Trust Bank Experience September 2006 - September 2010
Job Wealth Advisor at TCI Wealth Advisors, Inc.
Industry Investment Management
Experience
Excelsior Youth Center August 2014 - Present
TCI Wealth Advisors, Inc. October 2010 - Present
First Western Trust Bank September 2006 - September 2010
Reber/Russell Co. August 1998 - September 2006
Deloitte & Touche 1984 - 1990
Skills
Wealth Management, Financial Planning, Investments, Strategic Financial..., Wealth, Financial Advisory, Retirement Planning, Personal Tax Planning, Asset Allocation, Tax, Estate Planning, Asset Management, Investment Advisory, Retirement, Alternative Investments, Investment Strategies, Mutual Funds, Portfolio Management, Wealth Management..., Investment Management
Education
Lafayette College 1980 — 1984
BA, Economics & Business
Excelsior Youth Center August 2014 - Present
TCI Wealth Advisors, Inc. October 2010 - Present
First Western Trust Bank September 2006 - September 2010
Reber/Russell Co. August 1998 - September 2006
Deloitte & Touche 1984 - 1990
Skills
Wealth Management, Financial Planning, Investments, Strategic Financial..., Wealth, Financial Advisory, Retirement Planning, Personal Tax Planning, Asset Allocation, Tax, Estate Planning, Asset Management, Investment Advisory, Retirement, Alternative Investments, Investment Strategies, Mutual Funds, Portfolio Management, Wealth Management..., Investment Management
Education
Lafayette College 1980 — 1984
BA, Economics & Business
Orlando Castaneda Orlando Castaneda's First Western Trust Bank Experience June 2011 - January 2013
Job Private Banker / Second Vice President at Northern Trust Corporation
Industry Financial Services
Experience
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
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
Schuyler Yost's First Western Trust Bank Experience 2011 - 2011
Job CoFounder at Oxeon Partners
Industry Hospital & Health Care
Experience
Quartet Health December 2014 - Present
Oxeon Partners November 2011 - Present
First Western Trust Bank 2011 - 2011
Education
Colgate University 2007 — 2011
BA, English, Economics
New York University
Economics
Quartet Health December 2014 - Present
Oxeon Partners November 2011 - Present
First Western Trust Bank 2011 - 2011
Education
Colgate University 2007 — 2011
BA, English, Economics
New York University
Economics
Steve Ash, CPA's First Western Trust Bank Experience January 2001 - February 2004
Job VP Financial Services
Industry Financial Services
Experience
Jackson National Life Distributors LLC March 2004 - Present
First Western Trust Bank January 2001 - February 2004
Trust Company of America October 1999 - February 2001
Envestnet Asset Management October 1997 - September 1999
Fortis March 1995 - September 1997
E & Y 1993 - 1995
KPMG 1986 - 1993
Skills
Certified Retirement..., FINRA Series 7 (2012), FINRA Series 99 (2012), Accounting, Finance, Information Technology, Auditing, Financial Analysis
Education
State University of New York College at Fredonia 1977 — 1979
Bachelor of Business Administration (B.B.A.)
Jackson National Life Distributors LLC March 2004 - Present
First Western Trust Bank January 2001 - February 2004
Trust Company of America October 1999 - February 2001
Envestnet Asset Management October 1997 - September 1999
Fortis March 1995 - September 1997
E & Y 1993 - 1995
KPMG 1986 - 1993
Skills
Certified Retirement..., FINRA Series 7 (2012), FINRA Series 99 (2012), Accounting, Finance, Information Technology, Auditing, Financial Analysis
Education
State University of New York College at Fredonia 1977 — 1979
Bachelor of Business Administration (B.B.A.)
Bob Timble Bob Timble's First Western Trust Bank Experience June 2009 - Present
Job Senior Investment Operations Analyst at First Western Trust Bank, CIPM Candidate
Industry Financial Services
Experience
First Western Trust Bank June 2009 - Present
Woodbourne Investments March 2007 - July 2008
Crestone Capital Advisors March 2002 - December 2006
Skills
Alternative Investments, Investments, Financial Modeling, Portfolio Management, Asset Management, Hedge Funds, Bloomberg
Education
University of Illinois at Urbana-Champaign 1990 — 1994
B.A., Finance
First Western Trust Bank June 2009 - Present
Woodbourne Investments March 2007 - July 2008
Crestone Capital Advisors March 2002 - December 2006
Skills
Alternative Investments, Investments, Financial Modeling, Portfolio Management, Asset Management, Hedge Funds, Bloomberg
Education
University of Illinois at Urbana-Champaign 1990 — 1994
B.A., Finance
Eben Mai Eben Mai's First Western Trust Bank Experience August 2008 - Present
Job Manager Investment Operations
Industry Financial Services
Experience
First Western Trust Bank August 2008 - Present
MG Trust Company, LLC August 2004 - August 2008
Metropolitan West Capital Management, LLC June 2001 - July 2004
Trust Company of America June 2000 - May 2001
Skills
Wealth Management, Alternative Investments, Investments, Portfolio Management, Asset Managment, Mutual Funds, Asset Allocation, Asset Management
Education
University of Colorado Boulder 1994 — 1998
B.S., Finance
First Western Trust Bank August 2008 - Present
MG Trust Company, LLC August 2004 - August 2008
Metropolitan West Capital Management, LLC June 2001 - July 2004
Trust Company of America June 2000 - May 2001
Skills
Wealth Management, Alternative Investments, Investments, Portfolio Management, Asset Managment, Mutual Funds, Asset Allocation, Asset Management
Education
University of Colorado Boulder 1994 — 1998
B.S., Finance
Katie Tighe Bell Katie Tighe Bell's First Western Trust Bank Experience June 2005 - June 2008
Job Assistant Vice President, Technology Communications at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2014 - Present
LPL Financial March 2011 - September 2014
Chilton Capital Management July 2009 - September 2010
Baker Hughes July 2008 - July 2009
First Western Trust Bank June 2005 - June 2008
Skills
Business Process, Management, Business Analysis, Investments, Auditing, Internal Audit, Software Project..., Fixed Income, Financial Analysis, Visio, Accounting, Finance, Internal Controls, Vendor Management, Risk Management, SDLC, Leadership, Process Improvement, Certified Scrum Master..., Analysis, Training, Asset Management, Business Process..., Financial Services, Databases, Portfolio Management, Project Portfolio..., PMP, Trading, CQ5
Education
University of Colorado at Boulder 1998 — 2000
Bachelors, Finance
Lewis and Clark College 1997 — 1998
LPL Financial September 2014 - Present
LPL Financial March 2011 - September 2014
Chilton Capital Management July 2009 - September 2010
Baker Hughes July 2008 - July 2009
First Western Trust Bank June 2005 - June 2008
Skills
Business Process, Management, Business Analysis, Investments, Auditing, Internal Audit, Software Project..., Fixed Income, Financial Analysis, Visio, Accounting, Finance, Internal Controls, Vendor Management, Risk Management, SDLC, Leadership, Process Improvement, Certified Scrum Master..., Analysis, Training, Asset Management, Business Process..., Financial Services, Databases, Portfolio Management, Project Portfolio..., PMP, Trading, CQ5
Education
University of Colorado at Boulder 1998 — 2000
Bachelors, Finance
Lewis and Clark College 1997 — 1998
Cindy Bragdon, CFP®, CTFA Cindy Bragdon, CFP®, CTFA's First Western Trust Bank Experience August 2006 - Present
Job Vice President, Trust Officer First Western Trust Bank
Industry Financial Services
Experience
First Western Trust Bank August 2006 - Present
Community Foundation of Northern Colorado August 2011 - Present
Project Self-Sufficiency of Loveland-Fort Collins 2003 - Present
Fischer, Brown & Gunn, P.C. July 1982 - August 2006
Skills
Financial Planning, Estate Planning, Wealth Management..., Tax, Business Development, Succession Planning, Estate Administration, Wealth Management, Retirement Planning, Investment Advisory, Wealth, Asset Allocation, Investments, Strategic Financial..., Asset Protection, Trust Services, Certified Financial...
Education
College for Financial Planning 2010 — 2011
Post Bachelor's Credit, Financial Planning
Cannon Financial Institute 2006 — 2007
CTFA, Trust I, II and III
Colorado Christian University 1998 — 2000
Bachelor of Science, Business - Organizational Management
First Western Trust Bank August 2006 - Present
Community Foundation of Northern Colorado August 2011 - Present
Project Self-Sufficiency of Loveland-Fort Collins 2003 - Present
Fischer, Brown & Gunn, P.C. July 1982 - August 2006
Skills
Financial Planning, Estate Planning, Wealth Management..., Tax, Business Development, Succession Planning, Estate Administration, Wealth Management, Retirement Planning, Investment Advisory, Wealth, Asset Allocation, Investments, Strategic Financial..., Asset Protection, Trust Services, Certified Financial...
Education
College for Financial Planning 2010 — 2011
Post Bachelor's Credit, Financial Planning
Cannon Financial Institute 2006 — 2007
CTFA, Trust I, II and III
Colorado Christian University 1998 — 2000
Bachelor of Science, Business - Organizational Management
Hudson Mead Hudson Mead's First Western Trust Bank Experience November 2003 - March 2011
Job Private Banker/Executive Director J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2011 - Present
First Western Trust Bank November 2003 - March 2011
Northern Trust March 1999 - October 2003
Skills
Wealth Management, Trust Strategy, Foundations, Executive Wealth...
Education
Michigan State University
Michigan State University Law School
Cum Laude
J.P. Morgan March 2011 - Present
First Western Trust Bank November 2003 - March 2011
Northern Trust March 1999 - October 2003
Skills
Wealth Management, Trust Strategy, Foundations, Executive Wealth...
Education
Michigan State University
Michigan State University Law School
Cum Laude
Kevin McNeill Kevin McNeill's First Western Trust Bank Experience May 2012 - Present
Job Controller at First Western Financial, Inc.
Industry Financial Services
Experience
First Western Trust Bank May 2012 - Present
Pure Cycle Corporation September 2004 - May 2012
Gores Technology Group December 2003 - September 2004
Saltzman Hamma Nelson Masero December 2002 - December 2003
Qwest Communications July 2001 - December 2002
Ernst & Young October 1996 - July 2001
Skills
SEC reporting, Financial leadership, technical accounting, GAAP, Internal Controls, SOX, Financial Reporting, US GAAP, Audit, Auditing, IPO, Mergers, Financial Analysis, Forecasting, 10Q, Due Diligence, Revenue Recognition, FASB, Financial Accounting, General Ledger, Variance Analysis, Cost Accounting, Financial Control, Fixed Assets, Cash Flow, Public Companies, Account Reconciliation, Financial Modeling, Financial Planning, SEC filings, Budgeting, 10K, Accounting, Finance
Education
University of Denver - Daniels College of Business 1992 — 1996
Masters of Accountancy, Accounting
University of Denver - Daniels College of Business 1991 — 1996
Masters, Accounting
First Western Trust Bank May 2012 - Present
Pure Cycle Corporation September 2004 - May 2012
Gores Technology Group December 2003 - September 2004
Saltzman Hamma Nelson Masero December 2002 - December 2003
Qwest Communications July 2001 - December 2002
Ernst & Young October 1996 - July 2001
Skills
SEC reporting, Financial leadership, technical accounting, GAAP, Internal Controls, SOX, Financial Reporting, US GAAP, Audit, Auditing, IPO, Mergers, Financial Analysis, Forecasting, 10Q, Due Diligence, Revenue Recognition, FASB, Financial Accounting, General Ledger, Variance Analysis, Cost Accounting, Financial Control, Fixed Assets, Cash Flow, Public Companies, Account Reconciliation, Financial Modeling, Financial Planning, SEC filings, Budgeting, 10K, Accounting, Finance
Education
University of Denver - Daniels College of Business 1992 — 1996
Masters of Accountancy, Accounting
University of Denver - Daniels College of Business 1991 — 1996
Masters, Accounting
Colin Streets Colin Streets's First Western Trust Bank Experience May 2009 - August 2009
Job Expense Payables Specialist at Sports Authority
Industry Financial Services
Experience
Sports Authority November 2014 - Present
ALPS, A DST Company September 2012 - February 2013
Rivet Software January 2012 - June 2012
First Western Trust Bank May 2009 - August 2009
MILE HIGH HONDA ACURA & MITSUBISHI May 2008 - July 2008
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements, Finance, Accounting
Education
Clemson University - College of Business and Behavioral Science 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Clemson University
Financial Services
Colorado State University
Paderno del Grapa
Sports Authority November 2014 - Present
ALPS, A DST Company September 2012 - February 2013
Rivet Software January 2012 - June 2012
First Western Trust Bank May 2009 - August 2009
MILE HIGH HONDA ACURA & MITSUBISHI May 2008 - July 2008
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Financial Statements, Finance, Accounting
Education
Clemson University - College of Business and Behavioral Science 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Clemson University
Financial Services
Colorado State University
Paderno del Grapa
Nick Naus Nick Naus's First Western Trust Bank Experience May 2009 - September 2010
Job
Industry Consumer Goods
Experience
Spectrum Brands September 2013 - Present
Spectrum Brands September 2013 - June 2014
ImageSeller LLC November 2012 - September 2013
OtterBox September 2010 - November 2012
First Western Trust Bank May 2009 - September 2010
Skills
Marketing, Time Management, Customer Service, PowerPoint, Account Management, Sales, Public Relations, Public Speaking, Microsoft Excel, Team Leadership, Marketing Communications, Data Analysis, Media Relations, Process Improvement
Education
Colorado State University 2008 — 2012
Bachelor's Degree, Liberal Arts and Business Administration
Spectrum Brands September 2013 - Present
Spectrum Brands September 2013 - June 2014
ImageSeller LLC November 2012 - September 2013
OtterBox September 2010 - November 2012
First Western Trust Bank May 2009 - September 2010
Skills
Marketing, Time Management, Customer Service, PowerPoint, Account Management, Sales, Public Relations, Public Speaking, Microsoft Excel, Team Leadership, Marketing Communications, Data Analysis, Media Relations, Process Improvement
Education
Colorado State University 2008 — 2012
Bachelor's Degree, Liberal Arts and Business Administration
Larry Quitter Larry Quitter's First Western Trust Bank Experience March 2011 - September 2014
Job Business Professional
Industry Information Technology and Services
Experience
Auto-Chlor Systems Denver Colorado September 2014 - July 2015
First Western Trust Bank March 2011 - September 2014
US Bank November 2007 - March 2011
TechSkills March 2007 - November 2007
Skills
Commercial Banking, Commercial Lending, Banking, Small Business Lending, Credit, Treasury Management, Project Management, Loans, Team Building, Wealth Management, Consumer Lending, Private Banking, Credit Analysis, Mortgage Lending, Financial Analysis, Investments, Strategic Financial..., Cash Management, Risk Management, Finance, Insurance, Retail Banking, Security Audits, Operational Excellence, Management, Customer Service, Sales, Strategy, Leadership
Education
Regis University
Bachelor of Science - Business Administration
Auto-Chlor Systems Denver Colorado September 2014 - July 2015
First Western Trust Bank March 2011 - September 2014
US Bank November 2007 - March 2011
TechSkills March 2007 - November 2007
Skills
Commercial Banking, Commercial Lending, Banking, Small Business Lending, Credit, Treasury Management, Project Management, Loans, Team Building, Wealth Management, Consumer Lending, Private Banking, Credit Analysis, Mortgage Lending, Financial Analysis, Investments, Strategic Financial..., Cash Management, Risk Management, Finance, Insurance, Retail Banking, Security Audits, Operational Excellence, Management, Customer Service, Sales, Strategy, Leadership
Education
Regis University
Bachelor of Science - Business Administration
Virginia Myrick's First Western Trust Bank Experience May 2006 - Present
Job Trust Assistant at First Western Trust Bank
Industry Banking
Experience
First Western Trust Bank May 2006 - Present
Education
Richland Community College 1997 — 1999
First Western Trust Bank May 2006 - Present
Education
Richland Community College 1997 — 1999
Dwight Badgley's First Western Trust Bank Experience September 2004 - February 2007
Job Senior Finance Analyst at DaVita
Industry Hospital & Health Care
Experience
DaVita April 2013 - Present
Vectra Bank Colorado March 2007 - March 2013
First Western Trust Bank September 2004 - February 2007
Big Clean Trucks, Inc. 2002 - 2004
Charles Schwab August 1999 - June 2001
Skills
Financial Modeling, Financial Analysis, Marketing, Banking, Forecasting, Microsoft Excel, Portfolio Management, Investments, Access, Finance, SQL, Strategic Financial..., Data Mining, Tableau, SPSS, Silverpop, SPSS Modeler
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2003
MBA, Finance & Entrepreneurship
Colorado State University 1995 — 1999
BS, Finance
DaVita April 2013 - Present
Vectra Bank Colorado March 2007 - March 2013
First Western Trust Bank September 2004 - February 2007
Big Clean Trucks, Inc. 2002 - 2004
Charles Schwab August 1999 - June 2001
Skills
Financial Modeling, Financial Analysis, Marketing, Banking, Forecasting, Microsoft Excel, Portfolio Management, Investments, Access, Finance, SQL, Strategic Financial..., Data Mining, Tableau, SPSS, Silverpop, SPSS Modeler
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2003
MBA, Finance & Entrepreneurship
Colorado State University 1995 — 1999
BS, Finance
Pate Reber's First Western Trust Bank Experience September 2006 - Present
Job Wealth Planning Strategy | Portfolio Management
Industry Investment Management
Experience
First Western Trust Bank September 2006 - Present
Skills
Wealth Management..., Wealth Management, Portfolio Management, Private Banking, Investments, Investment Management, Asset Managment, Financial Services, Asset Allocation, Management Consulting, Insurance, Strategic Planning, Alternative Investments, Investment Advisory, Investment Strategies, Strategic Financial...
Education
University of Denver 2006 — 2007
Masters, Business Administration
University of Denver - Daniels College of Business 2006 — 2007
University of Colorado Boulder 1991 — 1994
BA, Economics
University of San Diego 1990 — 1991
First Western Trust Bank September 2006 - Present
Skills
Wealth Management..., Wealth Management, Portfolio Management, Private Banking, Investments, Investment Management, Asset Managment, Financial Services, Asset Allocation, Management Consulting, Insurance, Strategic Planning, Alternative Investments, Investment Advisory, Investment Strategies, Strategic Financial...
Education
University of Denver 2006 — 2007
Masters, Business Administration
University of Denver - Daniels College of Business 2006 — 2007
University of Colorado Boulder 1991 — 1994
BA, Economics
University of San Diego 1990 — 1991
Candice Sheehan, CPA's First Western Trust Bank Experience February 2005 - December 2005
Job Director Financial Reporting and Technical Accounting at Intralinks
Industry Accounting
Experience
Intralinks January 2015 - Present
PCAOB May 2013 - December 2014
McGladrey September 2006 - May 2013
MDC Holdings February 2006 - June 2006
First Western Trust Bank February 2005 - December 2005
Skills
Internal Controls, Auditing, Accounting, Internal Audit, Financial Statements, US GAAP, SEC filings, GAAP, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition, Financial Analysis, Financial Accounting, External Audit, CPA, Account Reconciliation, Accounts Payable, Assurance, Derivatives, SEC Filings
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2006
BS/MS, Accounting (Tax)
Intralinks January 2015 - Present
PCAOB May 2013 - December 2014
McGladrey September 2006 - May 2013
MDC Holdings February 2006 - June 2006
First Western Trust Bank February 2005 - December 2005
Skills
Internal Controls, Auditing, Accounting, Internal Audit, Financial Statements, US GAAP, SEC filings, GAAP, Financial Reporting, Sarbanes-Oxley Act, Revenue Recognition, Financial Analysis, Financial Accounting, External Audit, CPA, Account Reconciliation, Accounts Payable, Assurance, Derivatives, SEC Filings
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2006
BS/MS, Accounting (Tax)
Read Williamson's First Western Trust Bank Experience January 2015 - Present
Job Vice President, Senior Portfolio Manager at First Western Trust Bank
Industry Financial Services
Experience
First Western Trust Bank January 2015 - Present
Fisher Investments April 2012 - January 2015
Fisher Investments July 2008 - April 2012
Cherry Creek Capital Partners January 2006 - August 2007
Morgan Stanley August 2002 - August 2005
Skills
Investments, Portfolio Management, Finance, Financial Analysis, Asset Management, Financial Modeling, Wealth Management, Financial Services, Mutual Funds, Asset Allocation, Fixed Income, Investment Advisory, Investment Strategies
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
University of South Alabama 1994 — 1996
MA, English Literature, writing concentration
Vanderbilt University 1989 — 1993
BA, English Literature
First Western Trust Bank January 2015 - Present
Fisher Investments April 2012 - January 2015
Fisher Investments July 2008 - April 2012
Cherry Creek Capital Partners January 2006 - August 2007
Morgan Stanley August 2002 - August 2005
Skills
Investments, Portfolio Management, Finance, Financial Analysis, Asset Management, Financial Modeling, Wealth Management, Financial Services, Mutual Funds, Asset Allocation, Fixed Income, Investment Advisory, Investment Strategies
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA, Finance
University of South Alabama 1994 — 1996
MA, English Literature, writing concentration
Vanderbilt University 1989 — 1993
BA, English Literature
Alex Ruehle, CFA's First Western Trust Bank Experience November 2006 - June 2007
Job
Industry Investment Management
Experience
Denver Investments July 2008 - Present
Divers Alert Network June 2007 - September 2007
First Western Trust Bank November 2006 - June 2007
Education
University of Denver - Daniels College of Business 2006 — 2008
M.B.A.
University of Denver 2003 — 2008
B.S.
Denver Investments July 2008 - Present
Divers Alert Network June 2007 - September 2007
First Western Trust Bank November 2006 - June 2007
Education
University of Denver - Daniels College of Business 2006 — 2008
M.B.A.
University of Denver 2003 — 2008
B.S.
Joshua Cain's First Western Trust Bank Experience September 2010 - Present
Job Assistant Vice President Senior Credit Analyst Team Lead
Industry Banking
Experience
First Western Trust Bank September 2010 - Present
Bocumast, ltd January 2006 - Present
Mile High Banks May 2007 - September 2010
Colorado State Bank & Trust June 2004 - May 2007
Colorado State Bank and Trust June 1999 - June 2004
Skills
Credit, Credit Analysis, Banking, Loans, Underwriting, Commercial Lending, Finance, Commercial Banking, Training & Development, Credit Risk, Customer Service, Analysis, Private Banking, Consumer Lending, Retail Banking
Education
University of Colorado Denver 1998 — 2003
Bachelor's of Science, Business Administration/Finance
First Western Trust Bank September 2010 - Present
Bocumast, ltd January 2006 - Present
Mile High Banks May 2007 - September 2010
Colorado State Bank & Trust June 2004 - May 2007
Colorado State Bank and Trust June 1999 - June 2004
Skills
Credit, Credit Analysis, Banking, Loans, Underwriting, Commercial Lending, Finance, Commercial Banking, Training & Development, Credit Risk, Customer Service, Analysis, Private Banking, Consumer Lending, Retail Banking
Education
University of Colorado Denver 1998 — 2003
Bachelor's of Science, Business Administration/Finance
Peter Olander's First Western Trust Bank Experience October 2007 - September 2012
Job Regional Sales Manager at Aasonn
Industry Information Technology and Services
Experience
Aasonn February 2014 - Present
Swan Energy October 2012 - January 2014
First Western Trust Bank October 2007 - September 2012
J.P. Morgan November 2003 - October 2007
Enterprise Rent-A-Car November 2001 - October 2003
Skills
Strategic Planning, Sales, Financial Analysis, SaaS Software, HR Technology & Systems, Budgets, Finance, Banking, Investments, Commercial Lending, Loans, Portfolio Management, Wealth Management, Private Banking, Mergers & Acquisitions, Strategic Financial..., Financial Modeling, Small Business Lending, Credit Analysis, Account Management, Alternative Investments, Commercial Banking, Credit, Treasury Management, Financial Planning, Series 7, Management, Strategy, Business Development, Leadership, Enterprise Software
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Science (BS), Finance and Marketing
Aasonn February 2014 - Present
Swan Energy October 2012 - January 2014
First Western Trust Bank October 2007 - September 2012
J.P. Morgan November 2003 - October 2007
Enterprise Rent-A-Car November 2001 - October 2003
Skills
Strategic Planning, Sales, Financial Analysis, SaaS Software, HR Technology & Systems, Budgets, Finance, Banking, Investments, Commercial Lending, Loans, Portfolio Management, Wealth Management, Private Banking, Mergers & Acquisitions, Strategic Financial..., Financial Modeling, Small Business Lending, Credit Analysis, Account Management, Alternative Investments, Commercial Banking, Credit, Treasury Management, Financial Planning, Series 7, Management, Strategy, Business Development, Leadership, Enterprise Software
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Science (BS), Finance and Marketing
Ann-Noel Spencer, CLC's First Western Trust Bank Experience June 2010 - May 2011
Job Owner/Post Partum Doula/Certified Lactation Counselor at Nourish Post Partum Doula Services
Industry Individual & Family Services
Experience
Nourish Post Partum Doula Services May 2014 - Present
Gallery on the Go April 2014 - Present
Performance Finish Rocky Mountain October 2013 - Present
First Western Trust Bank June 2010 - May 2011
First Western Trust Bank August 2007 - June 2010
First Citizens Bank 2003 - 2007
First Citizens Investor Services 2003 - 2007
Skills
Certified Lactation..., Lactation, Doula Services, Breastfeeding, Art, Acrylic Painting, Floor Finishing, Tile and Grout..., Wealth Management, Banking, Portfolio Management, Risk Management, Private Banking, Audiology
Education
University of North Carolina at Chapel Hill 1996 — 1999
Bachelor of Arts (B.A.), Communication Sciences and Disorders, General
Nourish Post Partum Doula Services May 2014 - Present
Gallery on the Go April 2014 - Present
Performance Finish Rocky Mountain October 2013 - Present
First Western Trust Bank June 2010 - May 2011
First Western Trust Bank August 2007 - June 2010
First Citizens Bank 2003 - 2007
First Citizens Investor Services 2003 - 2007
Skills
Certified Lactation..., Lactation, Doula Services, Breastfeeding, Art, Acrylic Painting, Floor Finishing, Tile and Grout..., Wealth Management, Banking, Portfolio Management, Risk Management, Private Banking, Audiology
Education
University of North Carolina at Chapel Hill 1996 — 1999
Bachelor of Arts (B.A.), Communication Sciences and Disorders, General
Jarrett Roberts's First Western Trust Bank Experience September 2012 - August 2013
Job Data Analytics Senior Audit Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
First Western Trust Bank September 2012 - August 2013
Nordstrom fsb June 2000 - September 2012
Brockmann, Armour and Company August 1998 - June 2000
Deloitte September 1995 - August 1998
JET Program 1990 - 1991
Skills
Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., Auditing, Accounting, Financial Reporting, Financial Analysis, Risk Management, Financial Modeling, Banking, Process Improvement, Budget, Data Analysis, Retail, Visio, Internal Controls, Business Analysis, Customer Service, Project Management, Forecasting, Budgets, Risk Assessment, Fraud, Sarbanes-Oxley, Microsoft Excel, GAAP, Portfolio Management, Financial Risk, Variance Analysis, Team Building, Strategic Planning
Education
Colorado State University 2013 — 2014
Doctor of Philosophy (Ph.D.), Mathematics and Education, 4.0
University of Colorado at Boulder - Leeds School of Business 1992 — 1995
Master of Science, Accounting and Finance
Lewis and Clark College 1987 — 1990
Bachelor of Science, Psychology and Japanese
Fairview High School
Wells Fargo July 2014 - Present
First Western Trust Bank September 2012 - August 2013
Nordstrom fsb June 2000 - September 2012
Brockmann, Armour and Company August 1998 - June 2000
Deloitte September 1995 - August 1998
JET Program 1990 - 1991
Skills
Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., Auditing, Accounting, Financial Reporting, Financial Analysis, Risk Management, Financial Modeling, Banking, Process Improvement, Budget, Data Analysis, Retail, Visio, Internal Controls, Business Analysis, Customer Service, Project Management, Forecasting, Budgets, Risk Assessment, Fraud, Sarbanes-Oxley, Microsoft Excel, GAAP, Portfolio Management, Financial Risk, Variance Analysis, Team Building, Strategic Planning
Education
Colorado State University 2013 — 2014
Doctor of Philosophy (Ph.D.), Mathematics and Education, 4.0
University of Colorado at Boulder - Leeds School of Business 1992 — 1995
Master of Science, Accounting and Finance
Lewis and Clark College 1987 — 1990
Bachelor of Science, Psychology and Japanese
Fairview High School
Brandon Berguin's First Western Trust Bank Experience February 2008 - August 2008
Job Financial Representative, Business Professional
Industry Financial Services
Experience
Fidelity Investments December 2013 - September 2014
Charles Schwab August 2010 - November 2013
First Western Trust Bank February 2008 - August 2008
Skills
Strategic Financial..., Series 7, Trading, Asset Allocation, Variance Analysis, Financial Analysis, Financial Modeling, Finance, Business Analysis, Mutual Funds, Series 63, Process Improvement, Bloomberg Certificates..., Team Leadership
Education
Regis University 2015 — 2017
Master of Business Administration (MBA)
Colorado State University 2006 — 2008
Bachelors, Finance, Economics
Fidelity Investments December 2013 - September 2014
Charles Schwab August 2010 - November 2013
First Western Trust Bank February 2008 - August 2008
Skills
Strategic Financial..., Series 7, Trading, Asset Allocation, Variance Analysis, Financial Analysis, Financial Modeling, Finance, Business Analysis, Mutual Funds, Series 63, Process Improvement, Bloomberg Certificates..., Team Leadership
Education
Regis University 2015 — 2017
Master of Business Administration (MBA)
Colorado State University 2006 — 2008
Bachelors, Finance, Economics
Steve Finlayson, CPA's First Western Trust Bank Experience June 2007 - September 2007
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2013 - Present
University of Denver September 2012 - May 2013
JPMorgan Chase June 2011 - August 2012
JP Morgan Chase February 2011 - May 2011
JP Morgan Chase October 2009 - February 2011
University of Denver June 2008 - August 2009
University of Denver September 2004 - June 2009
First Western Trust Bank June 2007 - September 2007
Skills
Financial Modeling, Investments, Finance, Strategy, Banking, Leadership, Analysis, Financial Reporting, Management, Business Development, Auditing, CRM, Wealth Management, Sales, Training, Financial Services, Account Reconciliation, Real Estate, Financial Analysis, Customer Service, Team Building, Valuation, Microsoft Excel, Microsoft Office, Accounting, Financial Accounting, Internal Controls, Financial Statements, Budgets
Education
University of Denver 2012 — 2013
Graduate Business Certificate, Accounting
University of Denver - Daniels College of Business 2008 — 2009
Masters of Science, Finance
University of Denver 2004 — 2008
BSBA, Finance
University of Otago
KPMG US October 2013 - Present
University of Denver September 2012 - May 2013
JPMorgan Chase June 2011 - August 2012
JP Morgan Chase February 2011 - May 2011
JP Morgan Chase October 2009 - February 2011
University of Denver June 2008 - August 2009
University of Denver September 2004 - June 2009
First Western Trust Bank June 2007 - September 2007
Skills
Financial Modeling, Investments, Finance, Strategy, Banking, Leadership, Analysis, Financial Reporting, Management, Business Development, Auditing, CRM, Wealth Management, Sales, Training, Financial Services, Account Reconciliation, Real Estate, Financial Analysis, Customer Service, Team Building, Valuation, Microsoft Excel, Microsoft Office, Accounting, Financial Accounting, Internal Controls, Financial Statements, Budgets
Education
University of Denver 2012 — 2013
Graduate Business Certificate, Accounting
University of Denver - Daniels College of Business 2008 — 2009
Masters of Science, Finance
University of Denver 2004 — 2008
BSBA, Finance
University of Otago
Allie Dando's First Western Trust Bank Experience September 2007 - December 2007
Job Chief Accountant at Four Seasons Hotels and Resorts
Industry Financial Services
Experience
Four Seasons Hotels and Resorts September 2011 - Present
Four Seasons Hotels and Resorts September 2010 - September 2011
Gap Inc. April 2004 - September 2011
Daniels College of Business January 2009 - June 2009
First Western Trust Bank September 2007 - December 2007
Mile Hi Council Girl Scout Camp June 2007 - August 2007
United States Senate August 2004 - December 2004
Skills
Analysis, Portfolio Management, Finance, Project Management, Financial Modeling, PowerPoint, Outlook, Microsoft Excel, Customer Service, Marketing, Financial Analysis, Microsoft Office
Education
University of Denver - Daniels College of Business 2008 — 2009
MBA, Business
University of Denver 2004 — 2008
BSBA, Finance/Marketing
Vysoká škola ekonomická v Praze 2006 — 2006
Business
Four Seasons Hotels and Resorts September 2011 - Present
Four Seasons Hotels and Resorts September 2010 - September 2011
Gap Inc. April 2004 - September 2011
Daniels College of Business January 2009 - June 2009
First Western Trust Bank September 2007 - December 2007
Mile Hi Council Girl Scout Camp June 2007 - August 2007
United States Senate August 2004 - December 2004
Skills
Analysis, Portfolio Management, Finance, Project Management, Financial Modeling, PowerPoint, Outlook, Microsoft Excel, Customer Service, Marketing, Financial Analysis, Microsoft Office
Education
University of Denver - Daniels College of Business 2008 — 2009
MBA, Business
University of Denver 2004 — 2008
BSBA, Finance/Marketing
Vysoká škola ekonomická v Praze 2006 — 2006
Business
Daniel Huynh's First Western Trust Bank Experience December 2011 - August 2014
Job SNOWLAB Co Founder | Philanthropist
Industry Restaurants
Experience
SNOWLAB March 2015 - Present
First Western Trust Bank December 2011 - August 2014
University of Colorado Boulder January 2009 - November 2011
University of Colorado Boulder August 2005 - January 2009
Skills
Financial Analysis, Data Analysis, Financial Modeling, Microsoft Office, Web Development, Non-profit Program..., HTML 5, JavaScript, Computer Repair, PowerPoint, Statistics, Project Management, Software Documentation, CSS
Education
University of Colorado Boulder 2005 — 2009
Bachelor of Science (B.S.), Economics
SNOWLAB March 2015 - Present
First Western Trust Bank December 2011 - August 2014
University of Colorado Boulder January 2009 - November 2011
University of Colorado Boulder August 2005 - January 2009
Skills
Financial Analysis, Data Analysis, Financial Modeling, Microsoft Office, Web Development, Non-profit Program..., HTML 5, JavaScript, Computer Repair, PowerPoint, Statistics, Project Management, Software Documentation, CSS
Education
University of Colorado Boulder 2005 — 2009
Bachelor of Science (B.S.), Economics
Timothy Morphy's First Western Trust Bank Experience April 1995 - Present
Job President at First Western Trust
Industry Investment Management
Experience
First Western Trust Bank April 1995 - Present
Descanso Gardens Guild January 2009 - Present
Ryder, Stilwell Investment Advisors April 1995 - October 2008
Sanwa Bank 1993 - 1995
Community Bank 1990 - 1993
First Interstate Bank 1979 - 1988
Skills
Investments, Banking, Asset Management, Wealth Management, Mergers, Real Estate Development, Real Estate, Negotiation, Valuation, Mergers & Acquisitions, Asset Managment, Financial Modeling, Equities, Due Diligence, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
University of California, San Diego 1975 — 1979
BA, Economics
Cate School
Cate School
First Western Trust Bank April 1995 - Present
Descanso Gardens Guild January 2009 - Present
Ryder, Stilwell Investment Advisors April 1995 - October 2008
Sanwa Bank 1993 - 1995
Community Bank 1990 - 1993
First Interstate Bank 1979 - 1988
Skills
Investments, Banking, Asset Management, Wealth Management, Mergers, Real Estate Development, Real Estate, Negotiation, Valuation, Mergers & Acquisitions, Asset Managment, Financial Modeling, Equities, Due Diligence, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Financial Analysis, Strategic Financial..., Series 7, Financial Planning
Education
University of California, San Diego 1975 — 1979
BA, Economics
Cate School
Cate School
Maureen Benton's First Western Trust Bank Experience June 2011 - July 2012
Job Mortgage Services Supervisor at Credit Union of Colorado
Industry Financial Services
Experience
Credit Union of Colorado March 2014 - Present
Credit Union of Colorado September 2013 - March 2014
Partner Colorado Credit Union July 2012 - August 2013
First Western Trust Bank June 2011 - July 2012
Homestead Savings Bank June 2005 - June 2011
Skills
Underwriting, Loans, Commercial Lending, Real Estate Transactions, Foreclosures, Credit Analysis, Banking, Commercial Banking, Credit, Asset Management, Mortgage Lending, Financial Analysis
Education
University of Michigan 2000 — 2004
BA
Credit Union of Colorado March 2014 - Present
Credit Union of Colorado September 2013 - March 2014
Partner Colorado Credit Union July 2012 - August 2013
First Western Trust Bank June 2011 - July 2012
Homestead Savings Bank June 2005 - June 2011
Skills
Underwriting, Loans, Commercial Lending, Real Estate Transactions, Foreclosures, Credit Analysis, Banking, Commercial Banking, Credit, Asset Management, Mortgage Lending, Financial Analysis
Education
University of Michigan 2000 — 2004
BA
Eric Kearns's First Western Trust Bank Experience September 2005 - November 2006
Job Financial, Sales, & Management Professional with an Interest in Regulatory & Bank Examination | Contact Me to Discuss
Industry Banking
Experience
Advantage Bank 2013 - 2014
United Western Bank/First Citizens Bank February 2007 - April 2012
First Western Trust Bank September 2005 - November 2006
First National Bank of Omaha February 2003 - September 2005
First Midwest Bank March 1998 - February 2003
LaSalle National Bank April 1996 - March 1998
Cole Taylor Bank June 1993 - April 1996
Skills
Banking, Loans, Mortgage Lending, Real Estate, Commercial Lending, Lines Of Credit, Small Business Lending, Commercial Mortgages, Finance, Credit, Construction Loans, Commercial Real Estate, Commercial Banking, Private Banking, Credit Analysis, Small Business, SBA, Refinance, Cash Management, Customer Service, Underwriting, Portfolio Management, Financial Services, Consumer Lending, Treasury Management, Construction, Consulting, Real Estate Economics, Mortgage Banking, Asset Based Lending, Loan Origination, Direct Sales, Regulatory Guidelines, Regulatory Compliance, FINRA, Community Reinvestment..., New Business Development, Medical Underwriting
Education
Lawrence University
BA, Government
Marquette University
MBA, Finance
Advantage Bank 2013 - 2014
United Western Bank/First Citizens Bank February 2007 - April 2012
First Western Trust Bank September 2005 - November 2006
First National Bank of Omaha February 2003 - September 2005
First Midwest Bank March 1998 - February 2003
LaSalle National Bank April 1996 - March 1998
Cole Taylor Bank June 1993 - April 1996
Skills
Banking, Loans, Mortgage Lending, Real Estate, Commercial Lending, Lines Of Credit, Small Business Lending, Commercial Mortgages, Finance, Credit, Construction Loans, Commercial Real Estate, Commercial Banking, Private Banking, Credit Analysis, Small Business, SBA, Refinance, Cash Management, Customer Service, Underwriting, Portfolio Management, Financial Services, Consumer Lending, Treasury Management, Construction, Consulting, Real Estate Economics, Mortgage Banking, Asset Based Lending, Loan Origination, Direct Sales, Regulatory Guidelines, Regulatory Compliance, FINRA, Community Reinvestment..., New Business Development, Medical Underwriting
Education
Lawrence University
BA, Government
Marquette University
MBA, Finance
Julie (Bueno) Morrison's First Western Trust Bank Experience July 2012 - Present
Job Assistant Vice President at First Western Trust Bank
Industry Banking
Experience
First Western Trust Bank July 2012 - Present
Front Range Bank August 2004 - May 2012
Skills
Customer Service, Banking, Private Banking, Small Business, Microsoft Office, PowerPoint, Non-profits, Retail, Outlook, Treasury Management, Salesforce.com, Sales Process, Team Building, Manage Client..., Maintaining Strong..., Commercial Banking, Retail Banking, Consumer Lending, Operational Excellence, Microsoft CRM, Networking, Loans, Credit Analysis, Commercial Lending, Credit
Education
Metropolitan State College of Denver
First Western Trust Bank July 2012 - Present
Front Range Bank August 2004 - May 2012
Skills
Customer Service, Banking, Private Banking, Small Business, Microsoft Office, PowerPoint, Non-profits, Retail, Outlook, Treasury Management, Salesforce.com, Sales Process, Team Building, Manage Client..., Maintaining Strong..., Commercial Banking, Retail Banking, Consumer Lending, Operational Excellence, Microsoft CRM, Networking, Loans, Credit Analysis, Commercial Lending, Credit
Education
Metropolitan State College of Denver
David Kuhn's First Western Trust Bank Experience June 2010 - April 2011
Job CoFounder at Cobalt Private Wealth LLC
Industry Investment Management
Experience
Cobalt Private Wealth LLC November 2012 - January 2015
Western Alliance Bancorporation May 2012 - October 2012
Avant-Garde Wealth Management May 2011 - May 2012
First Western Trust Bank June 2010 - April 2011
Wells Fargo February 2002 - January 2010
Victory Capital Management / Keycorp 1989 - 2002
Baker & Co 1980 - 1989
Skills
Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Portfolio Management, High Net Worth..., Private Wealth..., Hedge Funds, Equities, Wealth, Investment Advisory, Wealth Management..., Asset Managment, Separately Managed..., Securities, Investment Management, Fixed Income, Investments, Financial Advisory, Mutual Funds, Bonds, Trading, Private Equity, Finance, IRAs, Series 7, Series 63, Estate Planning, Insurance
Education
Baldwin-Wallace College 1986 — 1988
MBA, Finance/Economics
Kenyon College 1980 — 1984
BA, History
Rocky River HS 1976 — 1980
Cobalt Private Wealth LLC November 2012 - January 2015
Western Alliance Bancorporation May 2012 - October 2012
Avant-Garde Wealth Management May 2011 - May 2012
First Western Trust Bank June 2010 - April 2011
Wells Fargo February 2002 - January 2010
Victory Capital Management / Keycorp 1989 - 2002
Baker & Co 1980 - 1989
Skills
Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, Portfolio Management, High Net Worth..., Private Wealth..., Hedge Funds, Equities, Wealth, Investment Advisory, Wealth Management..., Asset Managment, Separately Managed..., Securities, Investment Management, Fixed Income, Investments, Financial Advisory, Mutual Funds, Bonds, Trading, Private Equity, Finance, IRAs, Series 7, Series 63, Estate Planning, Insurance
Education
Baldwin-Wallace College 1986 — 1988
MBA, Finance/Economics
Kenyon College 1980 — 1984
BA, History
Rocky River HS 1976 — 1980
Bryant Reber's First Western Trust Bank Experience October 2006 - October 2009
Job Retired Wealth Management Business Owner/Client Advisor/Bank Executive
Industry Financial Services
Experience
First Western Trust Bank October 2006 - October 2009
Reber/Russell Company March 1989 - October 2006
The Reber Group Ltd. March 1982 - October 1999
C. Bryant Reber P.C. June 1977 - March 1985
Education
University of Florida 1974 — 1975
Masters of Tax Law, Tax Law
Seattle University 1972 — 1974
Jurist Doctor, Law
University of Montana 1967 — 1971
B.A., Political Science
First Western Trust Bank October 2006 - October 2009
Reber/Russell Company March 1989 - October 2006
The Reber Group Ltd. March 1982 - October 1999
C. Bryant Reber P.C. June 1977 - March 1985
Education
University of Florida 1974 — 1975
Masters of Tax Law, Tax Law
Seattle University 1972 — 1974
Jurist Doctor, Law
University of Montana 1967 — 1971
B.A., Political Science
Nicholas Kobayashi, PHR's First Western Trust Bank Experience April 2012 - April 2013
Job Director of Human Resources at Machol & Johannes, LLC I Strategic, Data Driven, Human Resources Decision Maker
Industry Human Resources
Experience
Machol & Johannes, LLC August 2015 - Present
Mountain States Employer's Council April 2013 - July 2015
First Western Trust Bank April 2012 - April 2013
First Western Financial Inc December 2010 - September 2012
First Western Trust Bank December 2010 - April 2012
Grand Teton Lodge Company a subsidiary of Vail Resorts Inc April 2010 - August 2010
Vail Resorts May 2007 - August 2010
GTLC February 2009 - April 2010
GTLC September 2007 - February 2009
GTLC May 2007 - September 2007
Skills
Conflict Resolution, Entrepreneurship, Team Leadership, HRIS, Employee Benefits, Payroll, Personal Training, Performance Management, PeopleSoft, Talent Management, Customer Service, Human Resources, Onboarding, Outlook, Employee Relations, Microsoft Office, Microsoft Excel, Recruiting, Leadership, Personnel Management, Benefits Administration, Taleo, Training, Employee Training, New Hire Orientations, Temporary Placement, System Administration, ADP Payroll, Employee Engagement, Coaching, Change Management, Employment Law, Administration, Process Improvement, Staff Development, Budgets, FMLA, Compensation, Job Descriptions, Job Analysis, Human Capital, HR Policies, Project Management, Employee Handbooks, Performance Appraisal, Interviews, HR Consulting
Education
University of Colorado Denver 2015 — 2017
Master of Business Administration (M.B.A.), Data Driven Decision Making, Executive Leadership
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Business Administration, Human Resources
Machol & Johannes, LLC August 2015 - Present
Mountain States Employer's Council April 2013 - July 2015
First Western Trust Bank April 2012 - April 2013
First Western Financial Inc December 2010 - September 2012
First Western Trust Bank December 2010 - April 2012
Grand Teton Lodge Company a subsidiary of Vail Resorts Inc April 2010 - August 2010
Vail Resorts May 2007 - August 2010
GTLC February 2009 - April 2010
GTLC September 2007 - February 2009
GTLC May 2007 - September 2007
Skills
Conflict Resolution, Entrepreneurship, Team Leadership, HRIS, Employee Benefits, Payroll, Personal Training, Performance Management, PeopleSoft, Talent Management, Customer Service, Human Resources, Onboarding, Outlook, Employee Relations, Microsoft Office, Microsoft Excel, Recruiting, Leadership, Personnel Management, Benefits Administration, Taleo, Training, Employee Training, New Hire Orientations, Temporary Placement, System Administration, ADP Payroll, Employee Engagement, Coaching, Change Management, Employment Law, Administration, Process Improvement, Staff Development, Budgets, FMLA, Compensation, Job Descriptions, Job Analysis, Human Capital, HR Policies, Project Management, Employee Handbooks, Performance Appraisal, Interviews, HR Consulting
Education
University of Colorado Denver 2015 — 2017
Master of Business Administration (M.B.A.), Data Driven Decision Making, Executive Leadership
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Business Administration, Human Resources
Matthew Aeschbacher's First Western Trust Bank Experience July 2011 - November 2014
Job Corporate Audit Staff Analytics at Arrow Electronics
Industry Financial Services
Experience
Arrow Electronics November 2014 - Present
First Western Trust Bank July 2011 - November 2014
First Western Trust Bank July 2010 - July 2011
Comedy Works 2009 - 2010
Skills
SQL, Python, XML, XQuery, Powershell, SharePoint, Microsoft CRM, Strategic Financial..., Banking, Investments, Financial Analysis, Financial Modeling, Data Analysis
Education
University of Denver - Sturm College of Law 2011 — 2015
Juris Doctor
University of Colorado Boulder - Leeds School of Business 2006 — 2009
BS, Finance
Arrow Electronics November 2014 - Present
First Western Trust Bank July 2011 - November 2014
First Western Trust Bank July 2010 - July 2011
Comedy Works 2009 - 2010
Skills
SQL, Python, XML, XQuery, Powershell, SharePoint, Microsoft CRM, Strategic Financial..., Banking, Investments, Financial Analysis, Financial Modeling, Data Analysis
Education
University of Denver - Sturm College of Law 2011 — 2015
Juris Doctor
University of Colorado Boulder - Leeds School of Business 2006 — 2009
BS, Finance
William Lyne's First Western Trust Bank Experience June 2011 - July 2012
Job Attorney
Industry Law Practice
Experience
LYNE LAW FIRM, LLC July 2012 - Present
First Western Trust Bank June 2011 - July 2012
von Briesen & Roper, s.c. 2008 - 2011
North Shore Legal Associates, LLP May 2002 - June 2010
Skills
Estate Planning, Trusts, Mergers, Corporate Law, Due Diligence, Legal Research, Legal Writing, Real Estate, Corporate Governance, Litigation, Wealth Management, Tax, Commercial Real Estate, Joint Ventures, Mergers & Acquisitions, Legal Advice, Estate Tax Planning, Property Law, Wealth, Asset Protection
Education
Marquette University Law School 2000 — 2002
JD, Law
LYNE LAW FIRM, LLC July 2012 - Present
First Western Trust Bank June 2011 - July 2012
von Briesen & Roper, s.c. 2008 - 2011
North Shore Legal Associates, LLP May 2002 - June 2010
Skills
Estate Planning, Trusts, Mergers, Corporate Law, Due Diligence, Legal Research, Legal Writing, Real Estate, Corporate Governance, Litigation, Wealth Management, Tax, Commercial Real Estate, Joint Ventures, Mergers & Acquisitions, Legal Advice, Estate Tax Planning, Property Law, Wealth, Asset Protection
Education
Marquette University Law School 2000 — 2002
JD, Law
Bretton Gonzales's First Western Trust Bank Experience June 2011 - August 2011
Job Financial Analyst at Shea Homes
Industry Real Estate
Experience
Shea Homes 2015 - Present
CVS Health 2014 - 2015
US Airways 2012 - 2014
First Western Trust Bank June 2011 - August 2011
CBS College Sports Network September 2010 - December 2010
Skills
Economics, PowerPoint, Quantitative Analytics, Microsoft Office, Market Research, Microsoft Excel, Microsoft Word, Strategic Forecasting, Pivot Tables
Education
University of San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Shea Homes 2015 - Present
CVS Health 2014 - 2015
US Airways 2012 - 2014
First Western Trust Bank June 2011 - August 2011
CBS College Sports Network September 2010 - December 2010
Skills
Economics, PowerPoint, Quantitative Analytics, Microsoft Office, Market Research, Microsoft Excel, Microsoft Word, Strategic Forecasting, Pivot Tables
Education
University of San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Alisha Garcia's First Western Trust Bank Experience September 2006 - Present
Job Senior Trust & Investment Operations Administrator at First Western Trust Bank
Industry Financial Services
Experience
First Western Trust Bank September 2006 - Present
Piper Jaffray February 2002 - August 2006
Education
University of Colorado at Denver 2001 — 2006
Bachelor of Arts (B.A.), English Writing with an Emphasis in Professional Writing
First Western Trust Bank September 2006 - Present
Piper Jaffray February 2002 - August 2006
Education
University of Colorado at Denver 2001 — 2006
Bachelor of Arts (B.A.), English Writing with an Emphasis in Professional Writing
Alisha Garcia's First Western Trust Bank Experience September 2006 - Present
Job Manager Trust & Investment Operations at First Western Trust Bank
Industry Financial Services
Experience
First Western Trust Bank September 2006 - Present
Piper Jaffray August 2002 - September 2005
Skills
Investments, Financial Services, Operations Management, Equities, Management, Alternative Investments, Leadership, Finance, Asset Management, Mergers & Acquisitions, Banking, Risk Management
Education
University of Colorado at Denver 2001 — 2006
Bachelor of Arts (B.A.), English Writing with an Emphasis in Professional Writing
First Western Trust Bank September 2006 - Present
Piper Jaffray August 2002 - September 2005
Skills
Investments, Financial Services, Operations Management, Equities, Management, Alternative Investments, Leadership, Finance, Asset Management, Mergers & Acquisitions, Banking, Risk Management
Education
University of Colorado at Denver 2001 — 2006
Bachelor of Arts (B.A.), English Writing with an Emphasis in Professional Writing