Fiserv ISS
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Fiserv ISS Employees
Google April 2015 - Present
Netflix August 2014 - March 2015
Ping Identity September 2013 - August 2014
Ping Identity May 2007 - September 2013
Fiserv ISS August 2005 - May 2007
SunCorp Corporate Credit Union October 2003 - August 2005
Stanley Associates June 2002 - October 2003
Southern Illinois University Edwardsville August 2000 - January 2003
Education
Regis University 2007 — 2011
MS, Enterprise Information Technology Management
Southern Illinois University, Edwardsville 2000 — 2004
BA, Computer Science
Nelnet Diversified Solutions September 2014 - Present
PENSCO Trust Company October 2013 - September 2014
PENSCO Trust Company July 2010 - October 2013
Lincoln Trust Company January 2009 - July 2010
Lincoln Trust Company January 2007 - July 2010
Fiserv 2007 - 2008
Fiserv Iss June 2006 - November 2007
Fiserv Iss November 2005 - January 2007
Fiserv Investment Support Services January 2006 - June 2006
Skills
SQL, Finance, Mutual Funds, Securities, Banking, Visio, Insurance, Process Improvement, Software Documentation, Business Analysis, Project Management, Requirements Gathering, Testing, Agile Methodologies, Scrum, Management, Sprint Planning, Leadership
Education
University of Hawaii at Hilo 2003 — 2004
BS, Finance, General
Metropolitan State College of Denver 1999 — 2004
B.S., Finance
Pomona Highschool 1995 — 1999
General Studies, General Studies
GHX November 2007 - March 2014
Fiserv ISS February 2007 - November 2007
FiservISS May 2004 - January 2007
Fiserv ISS August 1998 - May 2004
Qwest Communications August 1997 - August 1998
Vicorp Restuarants, Inc 1986 - 1997
Skills
Databases, Microsoft SQL Server, T-SQL, Visio, SSIS, Requirements Analysis, Database Administration, SDLC, Disaster Recovery, Agile Methodologies, ETL, Integration, Software Development, SQL, Software Documentation, ITIL, Access, Enterprise Architecture, Quality Assurance, Program Management, Management, SharePoint, Testing, SSRS, Business Intelligence, Oracle, Database Design, Data Modeling, SQL Tuning, Data Warehousing, Unix
Education
Colorado Mesa University
Metropolitan State University of Denver
Bachelor's Degree, Computer and Management Science
M.Z. Kark & Associates, Inc April 2013 - Present
Blanco Transportation January 2002 - January 2013
Fiserv ISS January 2008 - February 2010
Trilogy Financial January 2006 - January 2008
Skills
CRM, Finance, Budgets, Training, Project Management, Recruiting, Investments, Account Reconciliation, Sales, Payroll, Contract Negotiation, Customer Service, New Business Development, Procurement, Financial Services
Education
Regis University 2000 — 2004
Bachelor of Science (BS) Degree, Mathematics
Level 3 Communications March 2015 - Present
Level 3 Communications November 2014 - Present
tw telecom January 2011 - Present
Colorado Community College System May 2009 - January 2011
Echostar April 2009 - May 2009
Retail April 2007 - April 2009
Shane Co. April 2007 - April 2009
Western Metal and Stone April 2007 - April 2009
Fiserv ISS March 2005 - April 2007
J.D. Edwards / PeopleSoft / Oracle February 1999 - March 2005
Skills
Windows Server, Active Directory, Servers, Windows, Integration, Red Hat Linux, Data Center, Unix, Microsoft Certified..., Linux, System Administration, Operating Systems, Troubleshooting, Technical Support, Networking, CCNA, Virtualization, VMware, Microsoft Exchange, Disaster Recovery
Education
Colorado Technical University 2006 — 2008
BSBA-IT, Information Technology
Other 2006 — 2008
ProBuild Holdings May 2013 - Present
ADS October 2010 - February 2013
Arrow Electronics April 2009 - October 2010
Fiserv ISS March 1998 - August 2008
Skills
Accounting, Treasury Management, Accounts Receivable, Accounts Payable, Account Reconciliation, Invoicing, Process Improvement, Forecasting, General Ledger, Sarbanes-Oxley Act, Payroll, Financial Reporting, Microsoft Excel, Outlook
Education
Colorado Christian University 2003 — 2009
Bachelor of Science (B.S.), Non-Profit/Public/Organizational Management
Art Institute of Colorado 1989 — 1990
Owen Capital Management June 2013 - Present
Preservation Trust Advisors. LLC November 2011 - June 2013
Columbia Management May 2002 - November 2011
Fidelity Investments November 1999 - May 2002
Securities America, Inc. Member FINRA/SIPC November 1997 - July 1999
Fiserv ISS June 1991 - November 1997
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, Relationship Management, Marketing Strategy, Sales, Trading, Broker-Dealer, Asset Allocation, Asset Management, RIA, Entrepreneurship, Uniform Combined State..., ETFs, Series 7, Series 66, Market Research, Product Marketing, Morningstar Direct, Start-ups, Investments, Portfolio Management, Private Equity, Venture Capital
Education
Arizona State University
Bachelor of Science, Finance
Scaled Agile, Inc. November 2014 - Present
Foraker Design July 2011 - November 2014
Exelis Visual Information Solutions September 2005 - July 2011
Fiserv ISS July 2004 - September 2005
Skills
New Business Development, Team Leadership, Strategic Planning, Start-ups, Public Speaking, Account Management, Business Development, Enterprise Software, Strategic Partnerships, Lead Generation, Image Processing, Integration, Salesforce.com, User Experience, Product Management, Mobile Applications, Management
Education
Indiana University Bloomington
Bachelor's degree
Trust Company of America July 2015 - Present
Colorado Technical University April 2014 - Present
Junior Achievement Rocky Mountain, Inc. August 2013 - July 2015
First Data Corporation September 2006 - April 2013
Fiserv ISS August 2002 - September 2006
MetLife February 2000 - August 2002
PricewaterhouseCoopers August 1998 - January 2000
Merrill Lynch May 1997 - July 1998
Skills
Management, Operations Management, Insurance, Employee Benefits, Mutual Funds, Pensions, ERISA, Corporate Governance, Privacy Law, Corporate Law, Employment Law, Vendor Management, Risk Management, Real Estate, Investments, Leadership, Human Resources, Mergers & Acquisitions, Policy, Deferred Compensation, SPSS, NVivo, Qualitative Research, Quantitative Research, Data Analysis, Regression Analysis, Finance, Process Improvement, Benefits Administration, Financial Services, Analysis, Due Diligence, 401k, Executive Pay, Retirement, Financial Analysis, Change Management, Governance, Business Analysis, Banking, Legal Compliance, Nonprofits, Strategy, Data Privacy, Training, Business Process..., Organizational..., Performance Management, Program Management
Education
Walden University 2009 — 2013
Doctor of Philosophy (PhD), Public Policy and Administration
Regis University 2003 — 2006
Master of Business Administration (MBA), Operations Management
Denver Paralegal Institute 2002 — 2003
ABA Approved Paralegal Certificate, Legal Studies, General
Colorado Real Estate Institute 1998 — 1998
Real Estate License, Residential Real Estate
Regis University 1993 — 1997
Bachelor of Science (BS), Mathematics & Economics
M.A.N.S. Associates November 2013 - Present
Denver Public Schools April 2008 - 2013
Fiserv Investment Support Services June 1997 - April 2008
Fiserv ISS 1998 - 2008
Skills
Employee Relations, Training, Staff Development, Recruiting, Nonprofits, Public Speaking, Human Resources, Leadership Development, Leadership, Management, Team Building, Performance Management, Organizational..., Conflict Resolution, Coaching, Talent Management, Succession Planning, Employee Engagement, Employee Training, Onboarding, Employee Benefits, Deferred Compensation, Benefits Administration, College Recruiting, Interviews, Talent Acquisition, Career Counseling, New Hire Orientations, Workshop Facilitation, Organizational..., Policy, Resume Writing, HRIS
Education
Colorado State University
Master of Science (M.S.), Organizational Leadership
Metropolitan State University of Denver
Bachelor of Science (B.S.), Social Work
Fiserv ISS 2000 - 2006
Lincoln Trust 1995 - 2000
Lincoln Trust 1993 - 1995
K Corporation/Sun Life of Canada 1983 - 1992
Skills
Mutual Funds, Retirement Planning, Pensions
Education
University of Houston 1982 — 1985
MBA, Operations Management and Supervision
Arizona State University 1977 — 1981
BSBA, Accounting
Charles Schwab November 2010 - Present
Fiserv Investment Support Services (Fiserv Trust Company) January 1999 - July 2008
Fiserv ISS 1999 - 2008
Resources Trust Company 1983 - 2000
Skills
Mergers, Call Center, Product Development, Team Leadership, Project Planning, BPO, Project Management, Cross-functional Team..., Management, Process Improvement, Call Centers, Leadership, Mergers & Acquisitions, Coaching, Customer Service, Program Management, Analysis, Training, Marketing, Team Building, Business Process..., Strategic Planning, Leadership Development, Enterprise Software, Budgets, Business Strategy, Marketing Strategy, Team Management, Employee Training, Strategy, Negotiation, Policy, Business Analysis, Vendor Management, Change Management, Risk Management, CRM, Management Consulting, Executive Management, Operations Management, Organizational..., Investments, Business Development, Performance Management, Start-ups, Financial Services, Product Management, Contract Negotiation
Education
Colorado State University 1978 — 1982
MS, Forest Entomology
Colorado State University 1974 — 1978
BS, Forest Biology
Ball Corporation October 2014 - Present
MWH Global April 2012 - October 2014
ProfitStreams August 2010 - April 2012
Lincoln Trust Company February 2010 - August 2010
Lincoln Trust Company December 2008 - February 2010
Fiserv ISS September 2006 - December 2008
Fiserv ISS June 2004 - September 2006
Fiserv ISS September 2003 - June 2004
Fiserv ISS November 2002 - September 2003
Fiserv ISS September 2001 - November 2002
Skills
SSRS, SSIS, Business Intelligence, Oracle, Microsoft SQL Server, Data Integration, Software Documentation, Software Development, Unix, ETL, Agile Methodologies, SQL, SharePoint, Data Modeling, Databases, Analysis
Education
Metropolitan State University of Denver 1999 — 2004
BS, Computer Information Systems
Braatz Building, Inc. August 2012 - Present
CKC Inc 1991 - 2010
FiServ ISS 1989 - 1990
Skills
Renovation, Claim, Restoration, Residential Homes, Contractors, Project Estimation, Water, Construction, Customer Service, Value Engineering, Subcontracting
Education
DeVry University-Illinois 1986 — 1987
Computer Science
AlloSource December 2009 - Present
Great-West Life and Annuity Insurance Company January 2001 - September 2007
All American RV February 2000 - December 2006
Fiserv ISS December 2000 - September 2002
RPS Plan Administrators 1998 - 2000
Skills
HRIS, ADP, SharePoint, Relius, Retirement Plans, Self-funding Health..., Wellness Initiatives, Budgeting, Accounting, Workforce Now, Project Implementation, Group Benefits, Benefits Design, Budgets, Employee Benefits, ADP Payroll, Employee Wellness..., Human Resources, Payroll, Leadership, Process Improvement, Management
Education
CSU Global 2011 — 2013
Master's Degree, Organizational Leadership with an HR Emphasis, 3.51
Regis University 1989 — 1992
BS, Professional Accouinting
Trust Company of America February 2013 - Present
TD Ameritrade Trust Company July 2008 - February 2013
Fiserv ISS February 2007 - July 2008
McCaffery Gottlieb Lane LLCMN May 2006 - December 2006
PH Events Ltd September 2005 - May 2006
Skills
Mutual Funds, Account Reconciliation, 401k, Finance, Management, Strategy, Leadership, Six Sigma, Analysis
Education
Colorado State University 2012 — 2014
MBA
Hamilton College 2001 — 2005
BA, Government and Art History
Victoria University of Wellington 2004 — 2004
Study Abroad, Maori Culture and Art History
Bronxville High School
The Chapin School
Coram Healthcare April 2013 - Present
RG Calkins Writes June 2010 - Present
Blaster Bouncer June 2012 - September 2012
Metropolitan State College of Denver October 2011 - May 2012
Blaster Bouncer April 2011 - September 2011
Fiserv ISS November 2003 - January 2009
Fiserv ISS April 2001 - June 2001
Fiserv ISS February 1999 - June 2001
Fiserv ISS September 1997 - February 1999
Fiserv ISS July 1996 - September 1997
Skills
Event Management, Customer Service, Time Management, Microsoft Office, PowerPoint, Microsoft Excel, Data Entry, Outlook, Event Planning, Newsletters, Office Management, Creative Writing, Technical Writing, Business Correspondence, General Correspondence, Blogging, Twitter, Access, Scrapbooking, Digital Scrapbooking, Troubleshooting, Project Coordination, Project Planning, Computer Application..., Development & delivery..., On the Job Training, Proofreading, Web Content, Social Media, Facebook, Feature Articles, Grammar, Copy Editing, Social Networking, Literature, Fiction Writing, Fiction, Books, Published Author, Freelance Writing, Short Stories, Publications, Non-fiction, Ghostwriting, Fact-checking, Training, Novels
Education
Texas State Technical College 1978 — 1979
Veterinary Technology
Everman Senior High School 1974 — 1978
High School Diploma, General Studies
Arapahoe Community College
creative writing
Electrolux Major Appliances July 2010 - Present
AT&T February 2003 - June 2009
AT&T October 1999 - May 2002
Fiserv ISS January 1998 - September 1999
Synovus June 1993 - June 1996
Wagner and Associates February 1992 - June 1993
Crestar Bank May 1990 - June 1992
Merchants Bank 1988 - 1990
Skills
Management, Sales, Payroll, Cold Calling, Investments, Telecommunications, Policy, Credit, Retirement Planning, Small Business, Proposal Writing, Retirement, Invoicing
Education
Catawba College 2000 — 2003
Studied Business Administration
Teksystems/ Gates Corporation September 2014 - Present
Teksystem / Visa (contract) May 2014 - August 2014
Teksystem/ AON March 2014 - April 2014
TekSystems / Charles Schwab September 2013 - March 2014
LeaderQuest 2013 - 2014
Critigen July 2013 - September 2013
ConsultNet/Western Union December 2011 - May 2013
3t Systems August 2011 - October 2011
TD Ameritrade February 2008 - June 2011
Fiserv ISS January 2004 - February 2008
Skills
Troubleshooting, Visio, Servers, SharePoint, SQL, Citrix, Technical Support, Windows, Active Directory, ITIL, Business Analysis, Windows Server, Software Documentation, Requirements Analysis, Data Center, Operating Systems, Access, Software Installation, VMware Server, Logistics Management, Organization, Exchange 2010/2007/2003, Microsoft Office, Database Administration, VM Ware VSphere 5.0, Citrix XenServer 6.0, Active Directory..., Disaster Recovery, IT Operations, Project Management, System Administration, Testing, Vendor Management, Virtualization, Databases, Windows 7, Networking, Management, Microsoft SQL Server, Training, Hardware, System Deployment, Windows XP, vSphere, ADSIadmin tool, sccmweb, VMware, Microsoft Exchange, Security, Citrix Metaframe
Education
LeaderQuest 2012 — 2013
Microsoft Window 2008 R2 Administrator
Madison Area Technical College 1978 — 1981
Associate's degree, Computer programming, 3.0
Metropolitan State College of Denver 2004 — 2015
Bachelor's degree, Computer/Information Technology Administration and Management, 3.0
Humanscale August 2015 - Present
Humanscale August 2010 - August 2015
DIRECTV May 2007 - July 2010
Corporate Express June 2006 - May 2007
Fiserv ISS March 1997 - May 2006
Pet City Pet Shops January 1977 - February 1994
Skills
Customer Service, Call Center, Account Management, Call Centers, Customer Satisfaction, Process Improvement, Leadership, Sales, Team Leadership, Training, Management, Outlook
Education
Regis University 2003 — 2005
Business
MetLife July 2013 - Present
Aon Hewitt February 2011 - July 2013
LPL Financial December 2007 - February 2011
LPL Financial August 2005 - December 2007
Fiserv ISS January 2004 - August 2005
OppenheimerFunds August 1997 - January 2004
Skills
FINRA Series 6,7,63,66, Investments, Mutual Funds, 401k, Retirement, Annuities, Securities, Consultative Selling, Profit Sharing, Investment Selection, Retirement Planning, Fixed Annuities, Defined Contribution, Alternative Investments
Education
CSU Sacramento
Bachelor of Science, Business Admin/ Finance
Sierra High School
NetSuite October 2014 - Present
5280 Solutions August 2010 - October 2014
MetLife September 2005 - August 2010
Fiserv ISS June 2003 - September 2005
Comcast August 2000 - June 2003
Skills
Business Analysis, SharePoint, SDLC, Requirements Analysis, Visio, Vendor Management, PMP, Business Intelligence, Business Requirements, Process Improvement, Microsoft SQL Server, Agile Methodologies, Integration, Requirements Gathering, Software Project..., Software Documentation, IT Management, SQL, PMO, Business Process, User Acceptance Testing, Program Management, IT Strategy, Systems Analysis, Business Process..., Project Management, Management, Software Development, Professional Services, CRM, Leadership, Enterprise Software, Strategic Planning, Cross-functional Team..., SaaS, Change Management, Databases
Education
University of Denver 2005 — 2007
Masters, Technology Mgmt and Project Mgmt
University of Colorado Denver 2000 — 2003
Bachelors, Finance
Colorado State University 1997 — 1999
Bachelors, Finance
Insurance Connection of Colorado May 2012 - Present
First Class Cleaning Inc. January 2012 - Present
Westminster Church of the Nazarene March 2010 - December 2011
University of Denver 2009 - 2010
Gyro:HSR February 2007 - July 2009
RiteSource Staffing 2009 - 2009
Fiserv ISS 2005 - 2006
Fischer Imaging 2003 - 2005
Promise Keepers 1994 - 1999
Los Alamos Technical Associates 1990 - 1994
Education
Fordham University 1980 — 1986
BA, Psychology
Colorado Capital Bank December 2009 - April 2010
Fiserv ISS November 2007 - December 2009
Re/Max August 2004 - November 2007
Great-West Life February 2002 - August 2004
Great-West Life April 1991 - February 2002
Education
Colorado State University 1982 — 1986
Bachelor of Science, Business Management
Colorado State University
Bachelor of Science, Business Administration
SolidQ January 2015 - Present
Linchpin People February 2014 - Present
Macer Consulting September 2013 - Present
Slalom Consulting March 2012 - September 2013
Catapult Consultants March 2011 - March 2012
Neudesic June 2010 - March 2011
Aurora Bank FSB February 2009 - May 2010
Microsoft February 2008 - January 2009
Starz Entertainment April 2007 - February 2008
Fiserv ISS November 2006 - April 2007
Skills
SSIS, T-SQL, SSRS, Enterprise Architecture, SSAS, Solution Architecture, MDX, SLDC, DAX, Biml, Databases, Microsoft SQL Server, SharePoint, Database Design, Software Project..., Data Integration, Analysis Services, SDLC, Performance Tuning, ETL, Data Modeling, SQL, Enterprise Software, Agile Methodologies
Education
Metropolitan State College of Denver 2001 — 2004
Aviation Technology
University of Colorado Colorado Springs 1990 — 1994
BS, Applied Math
Fort Lewis College 1986 — 1987
BI, Inc. August 2010 - Present
Fiserv ISS acquired by Lincoln Trust Company March 2008 - December 2009
Fiserv ISS February 2007 - March 2008
Fiserv ISS July 2005 - February 2007
Fiserv ISS April 2003 - July 2005
Fiserv ISS March 2001 - April 2003
Skills
Business Analysis, Project Management, Software Documentation, Quality Assurance, Software Development, Training, Customer Service, Business Process, Microsoft Excel, Analysis, Process Improvement, Troubleshooting, Testing, Agile Methodologies, Requirements Analysis, Disaster Recovery, SQL, Requirements Gathering, Microsoft SQL Server, Databases, Enterprise Software, Integration
Education
Regis University 2008 — 2015
Bachelor’s Degree, Finance and Accounting
Kaiser Permanente IT May 2013 - Present
Kaiser Permanente April 2008 - May 2013
Colorado Green Tech Meetup January 2008 - December 2010
Fiserv ISS February 2006 - March 2008
Policy Studies Inc 2005 - 2006
Wi-Gem Technical Solutions December 2001 - December 2004
Genomica December 2000 - December 2001
Crosslink March 2000 - November 2000
Vertis Communications April 1997 - March 2000
CompuConsult ApS, Copenhagen February 1992 - February 1997
Skills
Enterprise Architecture, Mobile Technology, Emerging Technologies, SOA, IT Strategy, Healthcare Information..., Architecture, Enterprise Software, Agile Methodologies, RTLS, Innovation, Green Technology, Business Intelligence, Strategy, Program Management, Governance, Leadership, Management, Architectures, Web Services, Software Development, Databases
Education
St. Mary's College of California 2010 — 2012
Executive Master of Business Administration (M.B.A.), Business Administration and Management, General, honors
Project Management Institute 2002 — 2005
PMP, Certificate in Project Management
University of Waterloo 1986 — 1990
Bachelors of Science (Management Science Minor), Computer Engineering
Educational Measures February 2006 - Present
Fiserv ISS June 1997 - February 2006
Skills
Project Management, Staff Development, Program Development, Management, Budgets, Programme Delivery, Research, Event Management, Meeting Planning, Microsoft Office, Training, Editing, Marketing, Nonprofits, Marketing Communications
Education
University of Denver 2002 — 2004
MA, Speech Communication and Rhetoric
Colorado State University 1994 — 1997
Bachelor's degree, Communication, General
CenturyLink March 2015 - Present
IHS 2014 - February 2015
First Data Corporation October 2007 - February 2014
Fiserv ISS September 2006 - October 2007
Qwest Communications 1996 - 2006
Skills
Disaster Recovery, Enterprise Architecture, Integration, SharePoint, Requirements Analysis, Agile Methodologies, Data Center, Virtualization, Powershell, VMware, Vendor Management, PMP, IT Management, ITIL, Networking, System Deployment, Solution Architecture, Unix, SDLC, Servers, Cloud Computing, Microsoft SQL Server, Troubleshooting, Windows Server, IIS, Active Directory, IT Operations, Security, VMware ESX, IT Service Management, Microsoft Technologies, Software Development, IT Strategy, Visio, Operating Systems, System Administration, DNS, Network Security, High Availability
Education
Colorado State University 1992 — 1996
Bachelor of Science
TRI-AD June 2013 - Present
Naviscan, Inc. October 2010 - June 2013
Pacific Cornerstone Architects, Inc. July 2005 - November 2010
Ericsson April 2000 - August 2001
VIA Medical Corporation March 1999 - April 2000
Motiva Software Corp. 2000 - 2000
Goldwin Golf USA, Inc. January 1998 - March 1999
Fiserv ISS February 1996 - January 1998
Sears January 1993 - January 1996
Mervyns January 1987 - January 1993
Skills
Employee Relations, Performance Management, Talent Management, HRIS, Human Resources, Deferred Compensation, Organizational..., Recruiting, Employee Benefits, Personnel Management, Training, Employee Training, Labor Relations, Payroll, New Hire Orientations, Interviews, Leadership, Hiring, Performance Appraisal, Strategic Planning, Applicant Tracking..., Job Descriptions, Management, Employee Engagement, Workforce Planning, Policy, ADP Payroll, Benefits Administration, Succession Planning, FMLA, College Recruiting, Talent Acquisition, Onboarding, Legal Compliance, Employee Handbooks, HR Policies, SPHR, Employee Recognition, Affirmative Action, Compensation & Benefit, HR Consulting
Education
Capella University
BS
Grossmont College 1985 — 1987
AA
Lincoln Trust Company January 2008 - October 2009
Fiserv ISS October 2000 - October 2009
Education
Portland Community College 2005 — 2006
Community College of Denver 2003 — 2005
Business
SquareTwo Financial April 2014 - Present
Great-West Financial September 2012 - April 2014
Great-West Financial September 2007 - October 2012
Fiserv ISS September 2006 - March 2007
Invesco Ltd. June 1999 - July 2002
Merrill Lynch January 1996 - May 1999
Skills
Client Services, Developing Client..., Project Management, Retirement Plans, Social Media, Social Media Marketing, Digital Marketing, GTD, Getting Things Done, Operations, Customer Service, Account Management, Strategic Planning, Communications, Supervisory Skills, Workflow Analysis, Twitter, Facebook, LinkedIn, Online Branding, Outlook, Powerpoint, Excel, MS Project, Visio, Personal Finance, Social Networking, SDLC, SharePoint, Management, CRM, Salesforce.com, Business Process..., Google Analytics, Call Centers, Relationship Management, Leadership, Vendor Management, PMBOK, Agile Project Management, Software Project..., Certified Project..., Trade Shows, Business Analysis, Sales, Process Improvement, Program Management, Risk Management, Critical Thinking, Mutual Funds
Education
University of Denver 2012 — 2015
Masters in Organizational & Professional Communication, New Media & Internet Marketing
Metropolitan State College of Denver 2002 — 2006
B.S., Management & Business Administration
VP Supply Corp April 2014 - Present
Centrosolar America, Inc. March 2013 - April 2014
Solar Solutions & Distribution, LLC November 2010 - March 2013
Qwest Communications July 2009 - November 2010
Jackson National Life November 2008 - July 2009
Jackson National Life June 2007 - November 2008
Jackson National Life November 2005 - June 2007
Fiserv ISS 2004 - 2005
Great-West Retirement Services 1997 - 2004
OppenheimerFunds 1996 - 1997
Skills
FINRA Series 6, Customer Relations, New Business Development, Sales Management, Consultative Selling, Customer Service, Selling, Series 6, Photovoltaics, Sales, Sales Operations, Cross-functional Team..., Strategic Partnerships, Leadership, Management, CRM, Team Building, Program Management, Negotiation, Project Management, Solar Energy, Strategic Planning, Training, Start-ups, Project Planning, Business Development, Coaching, Strategy, Account Management, Salesforce.com, Pricing, Contract Negotiation, Direct Sales, Marketing Strategy, Sales Process, Business Planning, Product Marketing, Manufacturing, Cold Calling, Product Development, Lead Generation, B2B, Direct Marketing, Competitive Analysis, Sales Presentations, Solution Selling, Customer Retention, Business Strategy, Product Management, Operations Management
Education
Northern Arizona University 1990 — 1994
Bachelors, Criminal Justice
Arvada Sr. High 1988 — 1990
General, General Studies
TransFirst October 2006 - Present
Fiserv ISS January 1996 - October 2006
Skills
Process Improvement, Software Documentation, Requirements Gathering, SDLC, Project Management, Agile Methodologies, Business Analysis, Data Warehousing, Business Process..., Change Management, Requirements Analysis, Visio, Software Project...
Education
Colorado State University 1991 — 1995
Liberal Arts, Economics
Aimco Apartment Homes May 2015 - Present
Aimco October 2014 - Present
Aimco September 2011 - Present
TD Ameritrade November 2010 - September 2011
TD Ameritrade March 2007 - November 2010
Fiserv ISS March 2007 - September 2007
Skills
Financial Analysis, Mutual Funds, Leadership, Accounting, Financial Reporting, Strategic Financial..., Forecasting, Asset Management, Finance, Financial Modeling, Sales, Marketing, Customer Service, Budgets, Investments, Analysis, Financial Planning
Education
Missouri State University 2001 — 2006
Bachelors, General Business
Pension Benefits Unlimited, Inc. March 2009 - Present
Union Bank of California December 1999 - December 2008
TruSource (Formerly CNA Trust) December 1999 - December 2008
Trusource Div. of Union Bank of California 2004 - 2008
CNA Trust Corporation December 1999 - August 2004
First Trust Corporation 1993 - 1999
Fiserv ISS 1993 - 1999
Dickinson & Co February 1993 - July 1993
Chatfield Dean & Associates October 1991 - January 1993
Skills
Risk Management, 401k, Asset Managment, Securities, Mutual Funds, Employee Benefits, Relationship Management, Retirement, Financial Services, Retirement Planning, Fixed Income, Investments, Pensions, Wealth Management, Financial Risk, Equities, Insurance, Portfolio Management, Process Improvement, Banking, Strategic Financial...
Education
Institut Supérieur de Gestion 1988 — 1991
BS, International Business
Lycee Janson de Sailly 1983 — 1985
Baccalaureat C - Science, Mathematics, Physics, Biology
Metropolitan State University of Denver March 2011 - May 2015
Lincoln Trust Company January 2001 - March 2011
Lincoln Trust January 2010 - October 2010
Fiserv ISS January 2005 - January 2010
Fiserv Trust June 2004 - May 2005
Retirement Accounts, Inc. January 2001 - June 2004
McDonald's Corporation September 1998 - January 2001
McDonald' s August 1998 - January 2001
Chick fil-A April 1996 - August 1998
Skills
Recruiting, Customer Service, Accounting, Business Process, Accounts Payable, Customer Satisfaction, Time Management, Leadership, Mutual Funds, Account Reconciliation, Call Centers, Training, Interviews, Project Management, Process Improvement, Research, CRM, Banking
Education
Metropolitan State University of Denver 2006 — 2015
Westminster High School
Nordstrom February 2014 - Present
Innovest Systems, LLC September 2006 - February 2014
Fiserv Investment Support Services October 1999 - September 2006
Fiserv ISS October 1999 - September 2006
First Trust Corporation 1999 - 2006
Fiserv ISS October 1999 - July 2004
Skills
Project Planning, Visio, MS Project, Process Improvement, Vendor Management, Integration, Business Analysis, Requirements Analysis, Requirements Gathering, Project Management, Program Management, Financial Services, Data Analysis, Analysis, Business Process, Risk Management, Management, SDLC
Education
University of Phoenix 2005 — 2006
MAE Educational Counseling, Counseling
Luther College 1995 — 1999
Bachelor of Arts, Psychology
Falcon Industrial, Inc. November 2011 - Present
Falcon Industrial, Inc. November 2008 - July 2012
Fiserv ISS June 2006 - November 2008
Skills
New Business Development, Strategic Planning, Business Development, Machining, Microsoft Office, Budgets, Purchasing, Manufacturing, Microsoft Excel, Management, Microsoft Word, Process Engineering, PowerPoint, Forecasting, Leadership, Process Improvement, Industrial Engineering, Team Building, Continuous Improvement, Customer Service, Lean Manufacturing, Six Sigma, Cross-functional Team..., Product Development, Supply Chain, Financial Analysis
Education
Regis University 2002 — 2006
Bachelor of Science, Business Administration, finance, management
John F. Kennedy Catholic H.S. 1998 — 2002
Saint Louis University
MBA, Entrepreneurship and International Business
City University London
EKS&H December 2011 - Present
Lincoln Trust Company June 2011 - December 2011
Rocky Mountain MicroFinance Institute November 2010 - December 2011
Lincoln Trust Company April 2010 - June 2011
Lincoln Trust Company December 2008 - April 2010
Fiserv ISS March 2007 - December 2008
Fiserv ISS February 2006 - March 2007
Fiserv ISS May 2005 - February 2006
The National Veterans’ Training Institute January 1999 - May 2005
Skills
Business Analysis, Project Management, Business Process..., Visio, Financial Analysis, Microsoft Excel, Access, Budgets, Vendor Management, Management, Business Strategy, SharePoint, Strategic Financial..., Marketing, Requirements Analysis, ERP, SQL, Sales, Entrepreneurship
Education
University of Denver - Daniels College of Business 2006 — 2010
MBA, Marketing
Metropolitan State University of Denver 1999 — 2002
BS, Computer Information Systems
Metropolitan State University of Denver 1993 — 1998
BS, Finance
Trust Company of America 2014 - Present
GoVesting.com December 2013 - Present
Trust Company of America 2010 - 2014
TIAA-CREF 2009 - 2010
Janus Capital Group 2007 - 2008
Janus Capital Group 2005 - 2007
Fiserv ISS 2003 - 2005
Fiserv ISS 2002 - 2003
Skills
Equity Trading, Market Research, Options Strategies, Blogging, High Frequency Trading, Start-up Ventures, Leveraged Finance, Relationship Management, Business Analysis, Vendor Management, Financial Services, Mutual Funds, Asset Management, Securities
Education
Metropolitan State University of Denver
History - BA, History - Political Science
Ashley Elementary July 2014 - Present
Cole Arts and Science Academy October 2009 - June 2014
Denver Public Schools February 2009 - June 2009
Fiserv ISS September 2008 - January 2009
Starbucks Coffee Company October 2006 - September 2008
Lewis Operating Corp. October 2003 - September 2006
Young Life September 2000 - April 2006
Skills
Outlook, Customer Service, PowerPoint, Microsoft Word, Spanish, Microsoft Excel, Microsoft Office, Editing, Fundraising, Event Planning, Time Management, Data Entry, Training, Community Outreach, Social Media, Leadership, Teaching
Education
Azusa Pacific University 2003 — 2006
MA, Organizational Leadership
Washington College 1999 — 2003
BA, Hispanic Studies
Avaya April 2015 - Present
Jefferson Capital Systems, LLC December 2011 - April 2015
Trust Company of America December 2008 - December 2011
Trust Company of America July 2008 - December 2008
Trust Company of America July 2007 - July 2008
Fiserv ISS May 2005 - July 2007
Skills
Excel, PowerPoint, Mutual Funds, Research, Microsoft Office, Financial Analysis, Corporate Finance, Microsoft Excel, Financial Modeling, Interpersonal Savvy, Team Building, Account Reconciliation, Analysis, Finance, Accounting, Trading, Forecasting, Investments, Training, Financial Risk, Business Analysis, Access, Financial Services, Securities, Financial Reporting, Valuation
Education
Regis University 2009 — 2011
MBA, Finance and Accounting
Metropolitan State University of Denver 1995 — 1999
Bachelor of Arts, Economics
Peter Caradonna Architecture and Planning May 2011 - September 2011
Green Choice Landscaping April 2007 - March 2009
Fiserv ISS May 2006 - October 2006
Skills
Matlab, Microsoft Word, Microsoft Office, Research, Engineering, PowerPoint, Finance, Leadership, AutoCAD, Microsoft Excel, Customer Service, Revit, SketchUp, eQuest, Energy Plus, PLC Ladder Logic, Project Engineering, HMI Design, Wind Turbines, Troubleshooting
Education
Oregon Institute of Technology 2012 — 2015
Master's Degree, Renewable Energy Engineering, 4.0
Suffolk County Community College 2009 — 2012
Associate's Degree, Engineering Science, 3.9
Texas State University 2004 — 2005
Bachelor's Degree, BBA majoring in Finance, 3.0
Trinity Security Group November 2006 - Present
Lockheed Martin Aeronautics December 2006 - September 2015
SecureNation, LLC January 2012 - April 2012
Zero Chaos (Bank of America) May 2006 - December 2006
AAFES September 2005 - May 2006
Bank of America 2006 - 2006
The Greentree Group 2005 - 2006
AT&T Government Solutions November 2004 - September 2005
Qwest Communications Incorporated November 1999 - November 2004
Fiserv ISS July 1997 - November 1999
Skills
Vulnerability Assessment, Information Assurance, Network Security, Information Security, Security, Computer Security, Active Directory, Cisco Technologies, Cloud Computing, Disaster Recovery, Firewalls, Infrastructure, Networking, PKI, Penetration Testing, Professional Services, Risk Assessment, SaaS, Security Clearance, Servers, Software Documentation, System Administration, Technical Support, Troubleshooting, VMware, Virtualization, VoIP, Data Center, Integration, Enterprise Architecture, IT Management, Information Technology
Education
Fort Hays State University 1993 — 1997
BA
University of Nebraska at Kearney 1991 — 1993
Rangeview High School 1990 — 1991
Gateway High School 1987 — 1990
TruGreen LandCare January 2014 - Present
Microtech-Tel September 2011 - June 2013
Westwood College Online January 2003 - September 2009
Fiserv ISS September 1997 - January 2002
Sprint Nextel 1987 - 1993
Skills
Account Management, Management, Microsoft Office, Customer Service, Sales, Leadership, Team Building, Salesforce.com, PowerPoint, Team Leadership, Sales Management, Coaching, Training, Project Management, Sales Process, Recruiting, Public Speaking, Strategic Planning, New Business Development
Education
Fort Lewis College 1984 — 1987
Communications/Political Science
Green Mountain High School 1980 — 1984
Diploma, General
EMPOWER Retirement February 2015 - Present
Strategies, LLC - Denver November 2011 - February 2015
Lincoln Trust Company March 2011 - November 2011
Pershing Advisor Solutions / The Bank of New York Mellon Corp. 2007 - February 2011
Fiserv ISS January 1997 - May 2007
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Institutional, Mutual Funds, Securities, Asset Management, Retirement, Series 7
Education
Colorado State University 1993 — 1996
Wells Fargo Bank December 2010 - Present
Wells Fargo Bank January 2010 - January 2012
Gap Inc January 2009 - January 2012
Lincoln Trust December 2010 - October 2011
Fiserv ISS June 2007 - August 2009
Fiserv ISS January 2007 - January 2009
Equinox Fund Management, LLC March 2005 - June 2007
Equinox Fund Management January 2005 - January 2007
OppenheimerFunds February 1994 - March 2005
OppenheimerFunds, Inc January 1994 - January 2005
Skills
Teller, Banker, Investments, Banking, Series 63, Risk Management, Credit, Financial Analysis, Strategic Financial..., Customer Service, Management, Microsoft Office, Mutual Funds, Finance, Process Improvement, 401k, Accounting, Accounts Payable, Alternative Investments, Analysis, Asset Allocation, Asset Management, Budgets, Commercial Banking, Credit Analysis, Due Diligence, Deposits, Business Analysis, Employee Benefits, Financial Modeling, Financial Services, Funding, Insurance, Human Resources, Leadership, Loan Origination, Loans, Microsoft Excel, Mortgage Lending, Negotiation, Payroll, Portfolio Management, Real Estate
Education
Red Rocks Community College 1996 — 1998
Associates, Finance, with emphasis in Hospitality, Travel & Tourism
Red Rocks Community College
Associates, Finance
Metropolitan State University of Denver 1995 — 1997
1997, Secondary Education
Metropolitan State College
Markit on Demand June 2010 - Present
MG Trust Company May 2008 - June 2010
Fiserv ISS August 2007 - March 2008
Sykes Enterprises February 2000 - June 2000
Skills
Microsoft SQL Server, SSRS, T-SQL
Education
SetFocus 2009 — 2009
Database DBA/Development
Colorado School of Mines 2000 — 2005
BS, Math and Computer Science
Colorado School of Mines 2000 — 2005
MS, Applied Mathematics
Kaiser Permanente 2013 - Present
Organization Development Network - Greater Denver Region (formerly OD SIG) 2002 - Present
Kaiser Permanente 2010 - 2013
Arapahoe County Government 2009 - 2010
CaridianBCT 2008 - 2009
Fiserv ISS August 2006 - 2008
Dex Media – An R.H. Donnelley Company May 2005 - July 2006
Gevity HR 2004 - 2005
Accenture Learning January 2004 - June 2004
Accenture January 2003 - December 2003
Skills
Talent Management, Leadership Development, Organizational..., Organizational..., Project Management, Performance Management, Employee Training, Employee Engagement, Succession Planning, Coaching, Human Resources, Recruiting, Strategy, Management, Training, Change Management, Executive Coaching, Staff Development, Performance Improvement, Interviews, Workshop Facilitation, Leadership, 360 Feedback, Talent Acquisition, Organizational Design, Career Counseling, Culture Change, Emotional Intelligence, Management Development, Career Development, Consulting, Executive Development, Management Consulting, Needs Analysis, Organizational Learning
Education
Columbia University in the City of New York
M.A., Industrial/Organizational Psychology
University of Colorado Boulder
B.A., Psychology
The College Board April 2014 - Present
Kony Inc March 2011 - March 2014
TRAFFIQ April 2007 - October 2010
SiteLink International LLC November 2004 - September 2009
Advertising.COM August 2005 - May 2007
Fiserv ISS February 2002 - April 2005
Tanning Technologies. 2000 - February 2002
Tanning Technology Corporation 2000 - 2002
Florida Power & Light July 1999 - February 2000
SeeYes Networks September 1998 - February 1999
Skills
Distributed Systems, High Performance..., Cryptography, SOA, Software Development, Software Project..., Cloud Computing, J2EE, Enterprise Architecture, SQL Server, C#, Databases, Application Development, Design Patterns, .NET, MySQL, ASP.NET, Team Leadership, Product Development, Web Services, PL/SQL, Windows, Spring, Hibernate, SQL, Unix, SDLC, Agile, Agile Methodologies, PMP, Web Applications, Java Enterprise Edition, Scrum, Microsoft SQL Server
Education
Jawaharlal Nehru Technological University 1998 — 2000
M.Tech, Computer Science
Kakatiya University 1994 — 1997
M.C.A, Computer Applications
ZPSS Kodakandla
School
Cordant Health Solutions May 2013 - Present
Memorial Health System (Now Memorial Hospital-University of Colorado Health) February 2008 - May 2013
4th Judicial District Court February 2007 - February 2008
Fiserv ISS June 1998 - July 2005
Skills
Healthcare, Hospitals, Customer Service, HIPAA, Process Improvement, Microsoft Office, Project Management, Team Building, Public Speaking, Privacy Law, Regulatory Affairs, Legal Research, Compliance, Legal Writing, Data Mining, Auditing, Policy, Contract Negotiation, Regulatory Requirements, Microsoft Excel, Leadership, Medical Terminology, Vendor Management, Medicaid, Coaching, Ethics, EHR, Training, Software Documentation, EMR, Insurance, Data Analysis, Employee Relations, Healthcare Information..., PowerPoint, Quality Assurance, Outlook, Research, Analysis, Healthcare Management, Data Entry, Medical Compliance, Medical Records, Legal Compliance, EEOC, Health Care Compliance, Health Law, Cerner, Healthcare Consulting, Management
Education
Loyola University Chicago 2015 — 2016
Master's Degree, American/U.S. Law/Legal Studies/Jurisprudence in Health Law
Arapahoe Community College
Associate Science, Paralegal
University of Northern Colorado
Bachelor of Arts, Communications
A LOCAL COMPANY 2010 - Present
Fiserv ISS 2001 - December 2009
Fiserv ISS January 2000 - December 2009
Fiserv ISS, (Resources Trust Company) October 1990 - December 2009
Fiserv ISS October 1990 - December 2009
Resources Trust Company January 1995 - October 2000
Resources Trust Company October 1990 - January 1995
NRPTC 1988 - 1990
NPIN 1988 - 1990
California Federal Savings 1985 - 1988
Skills
Retirement, Retirement Planning, Securities, Mutual Funds, Pension Administration, Profit Sharing, 401k, IRAs, 401k Rollovers, Defined Benefit, Series 7, Public Speaking, Defined Contribution, Employee Benefits, Series 6, Pensions, Series 63, ERISA, Retirement Plan...
Education
Pace University-Pleasantville/Briarcliff Campus 1966 — 1968
Somers Central High School 1962 — 1966
CEEBS
Peace Pipe Country Club May 2015 - Present
Granby Ranch Ski Patrol November 2014 - Present
Various Law Firms and Corporations April 2000 - Present
Loveland Ski Patrol October 2007 - April 2014
Banc of America Merchant Services March 2010 - April 2012
Fiserv ISS June 2006 - March 2008
Winter Park Resort October 2001 - March 2006
Equis Corporation August 2004 - March 2005
Keller Williams Realty June 2001 - June 2004
US West (Now CenturyLink) February 1999 - March 2000
Skills
Outlook, Word, Microsoft Office, Problem Solving, Spanish, Microsoft Excel, Negotiation, Editing, Policy, Customer Service, Legal Research, Microsoft Word, Writing, Legal Writing, Proposal Writing, Corporate Law, Management, Coaching, Strategic Planning, Project Management, Process Improvement, Public Speaking, Contract Negotiation, Software Documentation, Nonprofits, Marketing, Training, Fundraising, Human Resources, Real Estate, Research, Team Building, Legal Assistance
Education
Community College of Aurora
Paralegal (ABA), Paralegal Studies, 3.82
Fort Lewis College 1990 — 1993
Double BA, Spanish, Latin Am. Studies, Minors in PE and Secondary Ed., 3.75
Red Rocks Community College
General Studies, 3.5
Jones Real Estate School 2001 — 2001
Broker's License, Real Estate
Academia HispanoAmericana 1990 — 1991
Level 5 Certification, Spanish and History, 4.0
PNC Bank December 2012 - Present
Access National Bank February 2011 - September 2012
Etrade October 2006 - December 2010
NetBank December 2005 - October 2006
Fiserv ISS February 2003 - October 2005
Skills
Operations Management, Customer Service, Team Leadership, Employee Training, Goal Oriented, Call Center, Process Improvement, Banking, Vendor Management, Leadership, Risk Management
Education
James Madison University 1992 — 1997
BBA, Hotel, Motel, and Restaurant Management
Comcast Cable May 2014 - Present
Visiting Nurse Association of Colorado October 2008 - May 2014
PRC October 2006 - October 2008
Fiserv Item Processing May 2005 - September 2006
Fiserv ISS 2002 - May 2005
Resources Trust 2000 - 2002
Volt Services Group 1998 - 2000
Skills
Human Resources, Employee Relations, Training, Personnel Management, Change Management, Employee Benefits, FMLA, HRIS, ADA compliance, Communication, Recruiting, HR Policies, New Hire Orientations, Talent Acquisition
Education
University of Denver 1995 — 1997
MA
Graceland University 1991 — 1995
BA
Nuveen Investments 2013 - Present
Precision Global Consulting April 2007 - Present
Alberta Investment Management Corporation (AIMCo) 2012 - 2013
Janus Capital Group 2010 - 2012
Fiserv ISS 2008 - 2010
IQ Business Group January 2005 - April 2007
The Hartford 2007 - 2007
TIAA-CREF 2005 - 2007
CitiStreet 2005 - 2006
Mercer Human Resources Consulting August 1999 - January 2005
Skills
Business Analysis, Project Management, Business Process..., Requirements Analysis, Management Reporting, Requirements Gathering, Business Intelligence, Testing Automation, User Acceptance Testing, Simcorp Dimension, Sungard Omni, Sungard Relius, InnoTrust, VBA, SQL, VB6, System Migration, SDLC, Crystal Reports, Oracle, SQL Server, Excel, Access, Salesforce.com, Change Control
Education
Macquarie University 2000 — 2002
Diploma of Financial Services, Superannuation, Insurance, Financial Services
Gosford High
Pace University
Bachelor of Science Degree in Management Information Systems
Charter Communications August 2014 - Present
Charter Communications October 2012 - August 2014
Charter Communications July 2010 - October 2012
Charter Communications March 2009 - July 2010
Fiserv ISS January 2008 - March 2009
Fiserv ISS January 2008 - August 2008
Invesco Aim September 2006 - January 2008
Invesco Aim July 2004 - September 2006
AIM Investments Plc January 2002 - July 2004
Invesco Aim October 2000 - January 2002
Skills
Call Center, Performance Metrics, Workforce Management, Analysis, Call Centers, Customer Experience, Budgets, Project Management, Process Improvement, Leadership, Training, Customer Service, Recruiting, Strategic Planning, Operations Management, Forecasting, Employee Relations, Salesforce.com, Avaya, Business Analysis, Coaching, CRM, Cross-functional Team..., Customer Retention, Customer Satisfaction, Interviews, Management, Marketing, Master Scheduling, Microsoft Excel, Microsoft Office, Performance Management, Process Scheduler, Sales, Team Building, Team Leadership, Telecommunications, Vendor Management
Education
Michigan State University
Lincoln Trust Company 2008 - Present
Fiserv ISS January 2004 - December 2007
Fiserv May 2001 - December 2003
Paramin Consulting 1998 - 2000
Information Engineering January 1997 - December 1997
Skills
Enterprise Architecture, Agile Methodologies, Business Intelligence, Integration, Requirements Analysis, Software Development, Data Warehousing, SOA, Scrum, Enterprise Software, Architectures, .NET, IT Management, Web Applications, Java Enterprise Edition, CRM, Project Management, Analysis, Software Engineering, Management
Education
Metropolitan State University of Denver
BS, Computer Information Systems
University of Denver
Masters, Computer Information Systems
State of Colorado October 2014 - Present
Denver Public Schools March 2008 - October 2014
Fiserv ISS September 2005 - March 2008
Fiserv ISS July 2003 - September 2005
Resources Trust Company now Fiserv ISS November 2000 - July 2003
Wells Fargo Bank 1995 - 2000
Skills
Employee Relations, Recruiting, Customer Service, Team Building, Onboarding, Training, Performance Management, Policy, Talent Acquisition, Human Resources, HRIS, Management, Leadership Development, Temporary Placement, Hiring, Process Improvement, Talent Management, Leadership
Education
California State Polytechnic University-Pomona 1997 — 2000
Bachelors, Behavioral Science
Fiserv Investment Support Services Systems AnalystLincoln Trust Company2006 - Present
FiservISS 2005 - Present
Fiserv ISS 1981 - Present
Fiserv/ First Trust Corporation 1981 - Present
Fiserv 1981 - Present
Fiserv Investment Support Services January 2001 - January 2005
Education
Community College of Denver 1975 — 1978
Associates of Arts, Business Management
Fiserv ISS Data ArchitectFiserv Investment Support Services2006 - Present
Fiserv ISS November 1988 - Present
Education
Regis University 2002 — 2005
SS&C Technologies January 2015 - Present
Fetter Logic, Inc. August 2009 - January 2015
Fiserv ISS 1989 - 2008
Skills
Mutual Funds, Securities, Investments, Banking, Financial Services, Vendor Management, ETFs, 401k, Financial Reporting, Business Analysis, Mergers & Acquisitions, Process Improvement, Finance, Management, Alternative Investments, Investment Management, Portfolio Management, Wealth Management, Separately Managed..., Strategic Financial..., Investment Advisory, Financial Advisory, Investment Strategies, Asset Allocation, Asset Management, Risk Management, Relationship Management, Series 7, Retirement, Insurance, Uniform Combined State..., FINRA, Trading, Retirement Planning, Pensions
Education
Red Rocks Community College
Network Engineering
Examiner.com January 2010 - Present
ESM (Education Sales Management) a Xerox Corp. July 2011 - March 2015
Self-Study February 2010 - May 2010
New Horizons January 2009 - August 2009
Fiserv ISS December 2005 - July 2008
Fiserv ISS January 2002 - December 2005
Fiserv ISS September 1999 - January 2002
Fiserv ISS October 1997 - September 1999
Skills
Microsoft Certified..., Access, Technical Documentation, Microsoft Technologies, Microsoft SQL Server, Technical Support, Database Administration, Troubleshooting, Databases, SQL, Unix, Software Development, Performance Tuning, Windows, Business Analysis, Hardware, Software Documentation, Disaster Recovery
Education
Career Academy
Microsoft MCSE Private-Cloud and Server-Infrastructure dual certification - in progress
Self-study 2010 — 2010
Microsoft SQL Server 2008, MCTS Microsoft SQL Server 2008
New Horizons 2009 — 2009
MCTS SQL Server 2005, Microsoft SQL Server 2005
New Horizons 2009 — 2009
MCITP DBA, MCITP Database Administrator
Arapahoe Community College 1985 — 1986
General Studies
Various
Trust Company of America April 2014 - Present
Trust Company of America April 2013 - April 2014
TD Ameritrade March 2008 - October 2012
Fiserv ISS April 1987 - March 2008
Skills
Team Building, Management, Leadership, Investments, Strategic Financial..., Quality Assurance, Customer Service, Finance, Analysis, Strategic Planning, Financial Analysis, Microsoft Office, Process Improvement, Risk Management, SDLC, New Business Development, Financial Planning, Portfolio Management, Training
Education
Colorado State University 1981 — 1985
BS, Business Administration-Finance
Fiserv ISS Business AnalystFiserv ISS
Fiserv ISS 2006 - Present
Education
Purdue University
Lincoln Trust Company 2011 - Present
Lincoln Trust Company (formerly Fiserv Investment Support Services) 2009 - Present
Lincoln Trust Company November 1996 - December 2011
Fiserv ISS April 2008 - December 2009
Fiserv ISS (Fortune 500) November 1999 - March 2008
Rocky Mountain Orthodontics July 1973 - January 1994
Skills
Leadership, Project Management, Management, Process Improvement, Strategic Planning, Contract Negotiation, Banking, Training, Budgets, Customer Service, Software Documentation, Securities, Mutual Funds, Financial Analysis, Finance, Financial Services, Business Analysis
Education
Keller Graduate 2007 — 2009
MBA, Accounting
University of Phoenix, Denver 1994 — 1997
BA, Business Administration
Fiserv ISS Lead Trust ProcessorTD Ameritrade2004 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
Stay at home mom June 2014 - Present
TD Ameritrade January 2011 - Present
TD Ameritrade July 2007 - December 2010
Fiserv ISS 2005 - 2008
Skills
Series 7, Series 63, Portfolio Management
Education
Colorado State University 2001 — 2005
Visa April 2015 - Present
Charles Schwab January 2012 - April 2015
Bellco Credit Union January 2007 - January 2012
Fiserv ISS 2006 - 2007
Merrill Lynch January 1997 - January 2006
Skills
Six Sigma Green Belt, Six Sigma, Operations Management, Management, Process Improvement, Business Process..., Vendor Management, Portfolio Management, Credit Cards, Banking, Risk Management, Financial Services, Leadership, Customer Service, Strategic Planning, Business Analysis, Project Management, Team Building, Relationship Management
Education
Colorado State University 2012 — 2013
Bachelor's Degree, Business Management
University of Phoenix 2004 — 2007
Business Management
Red Rocks Community College
AS, Fire Science
DTCC April 2012 - Present
Fiserv January 2009 - August 2011
Fiserv ISS May 2006 - January 2009
Fiserv ISS January 1995 - May 2006
Retirement Accounts, Inc January 1984 - December 1994
Skills
Integration, Data Conversion, Operations Management, Problem Solving, SQL, Budgeting, Microsoft Office, Mutual Funds, Budgets, Leadership, Financial Services, Management, Business Analysis, Strategy, Finance, Securities, Software Documentation, Analysis, Risk Management, Vendor Management, Visio, Process Improvement, Requirements Gathering, Business Intelligence
Education
Florida State University - College of Business 1981 — 1983
BS, Business
Miami Dade College 1979 — 1981
AA, Acccounting
Douglas County June 2015 - Present
Specialized Loan Servicing March 2014 - May 2015
Arapahoe Library District April 2009 - March 2014
Fiserv April 2004 - September 2008
Fiserv ISS 1995 - 2008
Skills
Access, Leadership, Testing, Microsoft Excel, PowerPoint, Microsoft Word, Databases, Windows, Visio, Software Documentation, Microsoft Office, Process Improvement, Project Management, Analysis, Customer Service, Program Management
Education
Colorado State University 1985 — 1989
BS, Sociology
Coronado High School 1981 — 1985
Aspire Financial Services June 2013 - Present
Trust Company of America November 2005 - January 2013
Fiserv ISS March 2005 - November 2005
Certified Financial Planners Board of Standards April 2002 - February 2005
Fiserv Correspondent Services January 2000 - September 2001
Skills
Microsoft Office 2007, GreatPlains, FundSERV, Written & Verbal..., Work Ethic, Accurate Data Entry, Account Reconciliation, Trust Services, Analytic Problem Solving, Leadership, Accounts..., Planning Budgeting &..., Training, Analysis, Financial Reporting, Financial Services, Access, Mutual Funds, Finance, Trading, Business Analysis, Financial Risk, Microsoft Office, Custodian Operations, Accurate Record Keeping, Nonprofits
Education
Metropolitan State College of Denver 1995 — 2001
Bachelor of Science in Finance, Accounting and Finance
TIAA CREF May 2011 - Present
TIAA CREF July 2007 - May 2011
Fiserv ISS 2001 - 2007
Skills
Business Analysis, Agile, Business Requirements, Business Strategy, Excel, Problem Solving, Requirements Analysis, Data Analysis, Analysis, Agile Methodologies
Education
Regis University 2006 — 2009
MBA, International Business / Finance
University of Colorado at Boulder 1993 — 1998
Bachelor of Science Business Administration, Marketing
OppenheimerFunds September 2011 - February 2012
Lincoln Trust Company October 2007 - September 2010
Fiserv ISS April 2007 - October 2007
INVESCO/AIM Investments April 2001 - April 2007
OppenheimerFunds 1993 - 2001
Skills
Investments, Retirement Planning, Risk Management, Finance, Financial Services, Strategy, Life Insurance, 401k, Customer Service, Management, Mutual Funds, Securities, Business Planning, Asset Managment, Series 7, Series 63, Forecasting, Portfolio Management, Asset Management, Retirement
Education
Metropolitan State University of Denver 1990 — 1994
One Clear Voice 1994 - Present
IABC Colorado 2014 - 2015
HOSTING March 2012 - September 2013
Haselden Construction 2008 - 2011
Fiserv ISS 2004 - 2008
Chick-fil-A 2002 - 2004
Nortel Networks 1982 - 1988
Skills
Corporate Communications, Public Relations, Marketing Communications, Copywriting, Newsletters, Employee Engagement, Web Content Management, Project Management, Customer Reference..., Video Production, Communications Planning, Press Releases, Media Relations
Education
Regis University
Bachelor of Arts (B.A.), Communication and Public Relations
Regis University
M.B.A., Marketing
Northwestern University
Medill School of Journalism
Synoptek, LLC May 2014 - May 2015
Critigen December 2012 - May 2014
Critigen June 2012 - December 2012
CaridianBCT May 2006 - December 2011
Fiserv Investment Support Services 2005 - 2006
Fiserv ISS 2004 - 2005
Skills
Call Center, ITIL, SLA, Incident Management, Change Management, Sla, ITIL Certified, Vendor Management, Help Desk Support, Service Desk, Service Delivery, Team Leadership, Information Technology, Software Documentation, Management, Technical Support, Call Centers, Strategy, Hardware, Cross-functional Team..., IT Management, IT Service Management, Troubleshooting, Program Management, Integration, Visio, BMC Remedy, Servers, SharePoint, Training, Problem Management, Process Improvement, VPN
Education
Regis University
Networking, Technology Management
Regis University
Networking, Technology Management
Fiserv ISS July 2006 - Present
Merrill Lynch January 1999 - October 2002
Education
Regis University 1994 — 1999
BS, Business Management
Fiserv ISS Telecommunication Systems AdministratorFiserv Investment Support Services1997 - 2008
Education
Aims Community College 1984 — 1986
TD Ameritrade July 1995 - January 2009
Fiserv ISS 1995 - 2009
Skills
Management, Analysis, Risk Management, Customer Service, Process Improvement, Business Analysis, Securities, Relationship Management, Financial Services, Banking, Wealth Management, Leadership, Investments, Microsoft Office
Education
Metropolitan State University of Denver 1989 — 1994
A Place for Mom April 2009 - Present
A Place for Mom April 2008 - Present
Landmark Education April 1999 - April 2009
FISERV ISS February 2004 - November 2006
Skills
Strategic Planning, Healthcare, Coaching, Customer Service, Seniors, Public Speaking, Home Care, Entrepreneurship, Marketing, Start-ups, Organizational..., Small Business, Team Building, Leadership Development, Leadership, Client Relations Skills, Training, Marketing Strategy
Education
Metropolitan State University of Denver 1997 — 2009
FISERV ISS 2006 - Present
FISERV ISS September 1998 - December 2006
Education
Metropolitan State University of Denver 1977 — 1979
Fiserv ISS January 1984 - September 2010
Education
Community College of Denver 1977 — 1979
Pensco March 2012 - Present
PENSCO Trust Company 2012 - 2015
PENSCO Trust Company March 2012 - November 2012
Fiserv Trust Company July 2002 - March 2012
Lincoln Trust Company (formerly Fiserv Investment Support Services) January 2002 - March 2012
Fiserv ISS 2002 - 2009
Merrill Lynch 1998 - 2002
Skills
Mutual Funds, Securities, Financial Services, Investments, Series 7, Banking, Process Improvement, Business Analysis, Risk Management, 401k, Finance, Project Management, Vendor Management, Asset Managment, Insurance, Visio, Alternative Investments, Wealth Management
Education
Adams State College 1986 — 1990
BA, Speech Communications/Theater
Lake County High School 1983 — 1986
Charles Schwab April 2010 - Present
Raytheon November 2004 - April 2010
Fiserv ISS October 2002 - November 2004
Time Warner Telecom March 2002 - October 2002
Qwest Communications September 2001 - January 2002
SilverStream Software April 2001 - September 2001
Virtuas Solutions February 2000 - April 2001
Qwest Communications August 1999 - February 2000
Circle.com January 1999 - August 1999
Raytheon June 1996 - January 1999
Education
University of Colorado at Denver 2012 — 2015
Master of Business Administration (MBA)
Penn State University 1992 — 1996
BS, Computer Science
Fiserv ISS October 2005 - March 2010
Education
Metropolitan State University of Denver 2003 — 2005
Fiserv ISS March 2007 - Present
Oppenheimer funds 2007 - Present
fiserv fortune 500 2007 - 2007
Community National Bank December 2002 - November 2006
lincoln trust 1997 - 2002
Education
Arapahoe Community College 1996 — 1997
General Education
Carbon8 August 2015 - Present
Charles Schwab Investment Management July 2013 - March 2015
Charles Schwab March 2010 - July 2013
Fiserv ISS April 2006 - October 2009
Fiserv Trust Company 2006 - October 2009
Private Capital Management 2005 - 2006
Skills
Financial Services, Banking, Mutual Funds, Management, Investments, Finance, Asset Management
Education
Loyola Marymount University, College of Business Administration 2000 — 2004
Colorado Academy 1996 — 2000
A Place for Mom April 2009 - Present
Landmark Education LLC October 2007 - March 2009
Landmark Education 2007 - 2009
Fiserv ISS 2005 - 2008
Fiserv Investment Support Services 2005 - 2008
Skills
Personal Coaching and..., Watercolorist, Vocalist
Education
Metropolitan State University of Denver 1993 — 2000
Douglas County High School 1971 — 1974
PENSCO Trust Company April 2013 - Present
Colorado Department of Labor & Employment June 2010 - January 2012
Fiserv 1995 - 2008
Fiserv ISS 1995 - 2008
Fiserv (First Trust Corporation) 1991 - 1995
Fiserv 1985 - 1991
Fiserv September 1980 - June 1985
Skills
Microsoft Excel, Business Analysis, Outlook, Process Improvement, Financial Services, Securities, Teamwork, Customer Service, Data Entry, Windows, Access, Microsoft Word, Project Management, PowerPoint, Software Documentation, Microsoft Office
Education
Colorado State University-Pueblo
Capital Group April 2015 - Present
BNY Mellon September 2014 - April 2015
Charles Schwab August 2008 - June 2014
AST Capital Trust June 2007 - July 2008
Fiserv ISS June 2000 - June 2007
Skills
Leadership, Management, Thought Leadership, Employee Engagement, Employee Relations, Team Building, Cross-functional Team..., Trading, Financial Services, Mutual Funds, Securities, Operations Management, Equities, Fixed Income, Corporate Actions, Alternative Investments, Variable Products, Relationship Management, Command, High Achiever, Project Management, Agile Project Management, Business Process..., Process Improvement, Kaizen, Agile & Waterfall..., Risk Management, 401k, Banking, Retirement Planning, Wealth Management
Education
North Dakota State University 1993 — 1999
Bachelor of Science (BS), Finance
Global Healthcare Exchange (GHX) September 2011 - Present
TD Ameritrade March 2008 - July 2011
Fiserv ISS August 2005 - March 2008
Qwest Communications May 1998 - August 2005
Skills
Agile Methodologies, ASP.NET, C#, XML, JavaScript, XSLT, CSS, HTML, MSTest, SSRS, T-SQL, Scrum, Test Driven Development, TFS, SQL, SDLC, .NET, Git, Requirements Gathering, Unix, Kanban, Continuous Integration, REST, IIS, SOA, ASP.NET Web API, PL/SQL, NUnit, ATDD, SSIS, TeamCity, MSBuild
Education
Regis University
Masters in Computer Information Technology, 4.0 GPA
University of Colorado at Boulder - Leeds School of Business
Bachelor's of Science in Business Administration, Business Information Systems
J.K. Mullen High School
TD Ameritrade September 2011 - Present
Summit Brokerage Services, Inc. fka Golden Financial Partners April 2008 - August 2008
Fiserv ISS December 1996 - September 2007
Fiserv Investment Support Services 1996 - 2007
Wells Fargo Bank May 1990 - December 1996
Education
Metropolitan State University of Denver 1985 — 1990
Business, Marketing
Business
Fiserv Investment Support Services March 1981 - July 2008
Fiserv ISS 1981 - 2008
FiservISS 1981 - 2008
Education
Community College of Denver 1975 — 1978
AA, Business Management
TD Ameritrade Institutional January 2011 - October 2014
TD Ameritrade Institutional August 2008 - January 2011
Overland High School Football 2011 - 2011
Fiserv ISS April 2006 - August 2008
Aim Investments May 2003 - April 2006
INVESCO January 2003 - May 2003
Invesco US November 2000 - January 2003
Invesco US June 2000 - November 2000
Skills
Financial Services, Portfolio Management, Series 63, Asset Managment, Series 7, Investments, 401k, Mutual Funds, Relationship Management, Retirement Planning, Asset Management, Risk Management, Separately Managed..., Securities, Salesforce.com, Customer Satisfaction, Long-term Customer..., CRM, Finance
Education
University of Northern Colorado 1998 — 2000
Bachelor, Finance
Colorado State University 1995 — 1998
General Studies
ProKarma December 2014 - Present
Pearson eCollege 2011 - December 2014
Pearson eCollege 2009 - 2011
ProKarma 2010 - 2010
Avanade 2004 - 2008
Microsoft 2001 - 2005
Microsoft 2001 - 2005
Microsoft 2001 - 2005
Comprehensive Software Systems 2001 - 2003
Fiserv ISS 2000 - 2001
Skills
Unix, Leadership, Agile Methodologies, SDLC, Software Project..., Release Management, Visio, Management, Web Services, Scrum, XML, C#, Requirements Analysis, Integration, SharePoint, Enterprise Software, Agile Project Management, Java, Software Quality..., Program Management, ITIL, Software Development, HTML, Disaster Recovery, Process Improvement, JavaScript, SaaS, PMP, Microsoft SQL Server, Databases, SOA, Software Documentation, SQL, IIS, .NET, Visual Studio, Cloud Computing, Testing, Active Directory, Business Intelligence, Business Analysis, Vendor Management, Web Applications, ASP.NET, IT Strategy, Project Management, Information Technology, Consulting
Education
Douglas County
Regis University
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
The Smart Energy Living Alliance August 2009 - Present
Express Employment Professionals May 2010 - November 2010
Navarro Research & Engineering August 2009 - September 2009
Fiserv ISS April 2007 - July 2008
Fiserv Investment Support Services 2006 - 2008
Phillips Temps August 2006 - March 2007
Education
iCAST 2009 — 2009
Yes, Intro to Commercial Energy Efficiency Auditor Training
Red Rocks Community College 2006 — 2006
Cert of Mgmt & Supervision, Business
Liberal High School 1964 — 1967
CableLabs August 2015 - Present
Colorado Department of Human Services January 2014 - July 2015
Ellis Bottom LIne Bookkeeping August 2013 - January 2014
Colorado Department of Revenue November 2012 - August 2013
Autotrek November 2011 - October 2012
ESM August 2009 - November 2011
Fiserv ISS May 2007 - August 2008
Automotive Avenues April 1996 - May 2007
Skills
Auditing, Process Improvement, Strategic Planning, Leadership, Business Analysis, Accounts Receivable, Financials, Coaching, Business Development, Project Accounting, Account Reconciliation, Accounting, Accounts Payable, Payroll, Microsoft Office, Customer Service
Education
Metropolitan State College of Denver 2009 — 2013
MPAcc, Accounting
Fort Lewis College 1984 — 1988
Bachelors, Biology
Suntrust August 2012 - Present
Fiserv ISS August 2007 - August 2012
Fiserv 2007 - 2008
Skills
SDLC, Disaster Recovery, CICS, Enterprise Architecture, Mainframe, JCL, IBM Mainframe, Visio, DB2, ITIL
Education
Northern Kentucky University 1974 — 1975
Data Processing
Bellevue High School 1970 — 1974
Retired and enjoying Life. March 2015 - Present
Curian Capital May 2011 - March 2015
Lincoln Trust Co July 2009 - May 2011
Fiserv ISS July 2008 - July 2009
Fiserv ISS June 2007 - July 2008
Keller Williams Realty January 1998 - January 2006
Skills
Investments, Customer Service, Negotiation, Finance, Asset Managment, Real Estate, Retirement, Financial Services, Securities, Call Center, Mutual Funds, 401k, Relationship Management, Sales, Banking, Asset Management, Financial Analysis, Fixed Annuities, Financial Advisory, Training
Education
Metropolitan State University of Denver 1990 — 1994
Finance, Investments and Real Estate
Colorado State University 1973 — 1977
Bachelor's degree, Financial Services and Real Estate
Demos by Davi LLC January 2010 - Present
US Bank February 2009 - January 2013
Fiserv ISS February 2007 - June 2008
U. S. Alliance Credit Union June 2006 - February 2007
Skills
Commercial Banking, Small Business, Loans, Banking, 401k, Credit, Small Business Lending, Consumer Lending, Retail Banking, Commercial Lending, Mortgage Lending, Cross Selling, Relationship Management, Lines Of Credit, IRAs, Credit Risk
Education
Johnson & Wales University 2001 — 2003
Culinary Arts
Colorado Technical University-Greenwood Village
BS, Business Management
Metropolitan State College of Denver
NextMedia Group, Inc October 2006 - Present
Next Media Operating Inc October 2006 - Present
NextMedia Group, Inc. October 2006 - Present
NextMedia Group October 2006 - May 2012
TQ3 Navigant November 2005 - October 2006
First Trust Corporation March 1990 - October 2005
Fiserv ISS 1990 - 2005
Fiserv Investment Support Services 1990 - 2005
Skills
401k, ADP Payroll, Outlook, Process Improvement
Education
Cheonggang Academy
General Education Degree
TransFirst Trust Processing SupervisorFiserv ISSApril 2005 - January 2009
Fiserv ISS December 2002 - April 2005
Skills
Securities, Equities, Mutual Funds, Account Reconciliation, Trading, Training, Settlement, Corporate Actions, Security, Outsourcing, Financial Statements, Financial Analysis, Investments, Financial Services, Series 7, Testing, Strategic Financial..., Banking, Risk Management, Retirement Planning
Education
Colorado State University 1984 — 1988
BS, Accounting
The Gates Corporation September 2010 - Present
Arrow Electronics March 2010 - September 2010
Fiserv Investment Support Services August 1992 - July 2008
Fiserv ISS 1992 - 2008
Skills
Team Building, Financial Analysis, Risk Management, Microsoft Office, Visio, Customer Service, Outlook, Software Documentation, Accounts Receivable, Requirements Analysis, Training, Leadership, Process Improvement, Business Analysis, Coaching, Accounts Payable, Sales, Accounting, Finance, SDLC, Management
Education
Front Range Community College 1980 — 1981
Liberal Arts
State of Colorado December 2010 - Present
Kforce Inc. October 2010 - December 2010
Frontier Airlines May 2007 - June 2010
Fiserv ISS April 2004 - May 2007
Fiserv ISS April 1997 - April 2004
Skills
Internal Audit, Sarbanes-Oxley Act, General Ledger, Bookkeeping, SOX 404, Process Improvement, Analysis, Business Process..., Time Management, Business Analysis
Education
Colorado State University 1987 — 1991
BS, Business Administration
US Career Institute 2010 — 2010
Certificate, Accounting Services
University of Denver July 2013 - Present
University of Denver October 2011 - Present
University of Denver August 2010 - October 2011
Janus Capital Group November 2009 - August 2010
Fiserv ISS April 2009 - September 2009
Boston University September 2005 - January 2008
Skills
Fundraising, Annual Giving, Stewardship, Management, Fundraisers, Nonprofits, Community Outreach, Event Planning, Volunteer Management, Grant Writing, Higher Education, Public Speaking, Research, Program Development, Social Media, Administrative..., Philanthropy, Microsoft Office, Editing, Event Management, Non-profits, Media Relations
Education
University of Denver 2009 — 2011
Graduate Certificate, Global Studies; World History and Culture Specialty
Boston University 2004 — 2008
BA, Classical Civilizations; Italian Studies
Monte Carlo Hotel/Casino January 2014 - Present
Mandalay Bay June 2013 - January 2014
Mandalay Bay Hotel/Casino July 2011 - June 2013
Bellagio Hotel/Casino July 2010 - July 2011
PCF January 2009 - July 2010
Prime Choice Foods January 2009 - February 2010
Fiserv ISS November 2005 - November 2008
Barbary Coast Hotel/Casino January 2000 - January 2005
The Mirage Hotel/Casino January 1998 - January 2000
Skills
Management, Leadership, Microsoft Excel, Financial Analysis, Customer Service, Sales, Budgets, Accounting, Forecasting, Training, Finance, Auditing, Analysis, Time Management, General Ledger, Account Reconciliation
Education
Regis University 2006 — 2008
MBA, Finance and Accounting
University of Nevada-Las Vegas 1996 — 2000
Bachelor's of Science, Hotel Administration
Diversified Radiology November 2011 - April 2012
Diversified Radiology February 2011 - November 2011
Fiserv ISS March 2001 - September 2005
Skills
Healthcare, BLS, EMR, Patient Safety, Cpr Certified, Medical Billing, Medical Terminology, Cash Posting, Customer Service, Collections, Notary Public, Volunteering, Data Entry, Telephone Skills, Outlook
Education
Red Rocks Community College 2012 — 2014
Certification, Medical Office Technology Fundamentals
Community College of Aurora 2003 — 2006
Accounting
Matrix Financial Solutions July 2013 - Present
Broadridge September 2010 - July 2013
Broadridge January 2007 - October 2010
Fiserv ISS February 2006 - December 2006
JPMorgan Chase February 1996 - December 2005
Skills
Mutual Funds, Product Management, Customer Service, Relationship Management, Banking, Business Analysis, Global Custody, Brokerage, Microsoft Office, ACATS, Back Office, SDLC, Process Improvement, Analysis, Investments, Management, Financial Services, Business Requirements, Requirements Gathering, Software Project..., Finance, Alternative Investments, Portfolio Management, Mergers & Acquisitions, Project Management, Cash Management, Equities, Financial Markets, Corporate Actions
Education
Lynn University 1991 — 1995
Bachelor of Science, Business Administration
Home August 2008 - Present
Fiserv ISS April 2007 - August 2008
State of Colorado September 2006 - March 2007
MetLife Resources October 2005 - July 2006
Cost Plus World Market September 2000 - August 2005
Skills
Microsoft Excel, Customer Service, Financial Services, Data Entry, Compensation & Benefit, Call Center, Call Centers, Outlook, Deferred Compensation, Recruiting, Employee Benefits, Employee Relations, Payroll, Training, PeopleSoft, Human Resources, AS400 system, Filing, Typing, Microsoft Word, Kronos Timekeeping, Hiring Personnel, Budgets
Education
Metropolitan State University of Denver 2006 — 2007
Illinois Central College 1995 — 1997
Associate’s Degree
Pekin Community High School 1991 — 1995
Diploma, College Preparatory
Curian Capital April 2011 - Present
Lincoln Trust Company December 2009 - February 2011
Fiserv ISS June 2007 - November 2009
Various Financial Firms November 1980 - June 2007
Education
Cathedral High School 1969 — 1973
Art Institute of Colorado
Multi Media
TD Ameritrade Institutional 2012 - Present
TD Ameritrade February 2008 - January 2012
FISERV TRUST COMPANY January 2000 - February 2008
Fiserv ISS 2005 - 2007
Fiserv ISS 2004 - 2005
Fiserv Trust Company January 2001 - January 2002
Fiserv Trust Company January 2000 - January 2001
Skills
Business Analysis, Mutual Funds, Problem Solving, SQL, Access Database, Client Liaison, Coordination, Training, Requirements Gathering, Access, Analysis, Requirements Analysis, Software Documentation, SharePoint, CRM
Education
Colorado State University 1999 — 2000
Bachelors of Fine Arts
Intermenno Cultural Exchange Program 1995 — 1996
Dutch
Piedmont Virginia Community College 1994 — 1995
General Studies
University of Colorado Denver 1993 — 1993
Bachelors of Fine Arts
Eastern Mennonite College
Bahelors of Fine Arts
Fiserv ISS May 2008 - Present
Bear Stearns July 2001 - May 2008
Bear Stearns June 1999 - July 2001
Skills
Equities, Trading, Bloomberg, Options, Time Management, Management, Financial Services, Investments, Bonds, Product Management, Back Office, Relationship Management, Portfolio Management, Securities, Fixed Income, Mutual Funds, Risk Management, Wealth Management, Insurance, Series 63, Asset Allocation
Education
Binghamton University - School of Management 1994 — 1999
Bachalors, Sociology and Business mangement/ Finance
SM Energy Company June 2011 - Present
Fiserv ISS May 2008 - August 2008
Education
Colorado School of Mines 2008 — 2012
Tallgrass Energy November 2012 - Present
Real Goods Solar, Inc. November 2011 - August 2012
DCP Midstream September 2009 - November 2011
Incentra LLC July 2007 - September 2009
Fiserv ISS May 2005 - March 2007
Colorado Sewer Service January 1992 - August 2004
Skills
Payroll, ADP Payroll, Employee Benefits, Training, Payroll Taxes, General Ledger, FMLA, HRIS, Customer Service, Benefits Administration, Microsoft Excel, QuickBooks, Management, Garnishments, Paychex, Multi-state Payroll..., PeopleSoft, 401k, Ceridian, Microsoft Office, Multi-State Sales Tax, ADP, Payroll Processing, Union, Excel, Multi-state Payroll, Reconciliation, Problem Solving, Coaching, SOX, Davis Bacon, Certified Payroll, Microsoft Word, Account Reconciliation, Word, SSAE 16
Education
Metropolitan State College of Denver 1992 — 1998
Bachelor's Degree, Business Management
Fiserv ISS 1996 - 2005
PNC Bank 1994 - 1998
Skills
Mutual Funds, Securities, Investments, Fixed Income, Financial Services, Banking, Equities, Bloomberg, Trading, Back Office, Capital Markets, Wealth Management
Education
Pierce College 1983 — 1985
Associate of Science (A.S.), Computer Science
Simon Gratz High 1968 — 1971
Accademic, English, Math, Science, History, &Biology
Fiserv ISS April 1996 - February 2010
Creative Automation April 1992 - March 1996
Skills
Data Entry, PowerPoint, 10 Key
Education
City Colleges of Chicago-Richard J Daley College 2012 — 2012
certificate, medical billing and coding
Interior Business Center August 2011 - Present
FISERV ISS April 2005 - September 2008
Skills
Government, Federal Government, System Administration, Analysis, Research
Education
Metropolitan State University of Denver 2011 — 2013
Criminal Justice and Corrections
The University of North Dakota 2001 — 2004
Bachelor of Science (BS), Economics