Fiserv Trust Company
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Fiserv Trust Company Employees
Employee
Years
Job
Industry
Jonathan Bonney Jonathan Bonney's Fiserv Trust Company Experience September 2006 - October 2007
Job Relationship Manager
Industry Financial Services
Experience
EMPOWER Retirement April 2015 - Present
EMPOWER Retirement August 2012 - April 2015
401k Advisors Intermountain April 2010 - April 2012
The Standard October 2007 - April 2010
Fiserv Trust Company September 2006 - October 2007
REPTECH August 2005 - September 2006
Skills
Mutual Funds, Investment Strategies, Deferred Compensation, Financial Markets, 401k, Retirement Planning, Investments, Retirement, Strategic Financial..., Wealth Management, Insurance, Investment Advisory, Portfolio Optimization, Asset Allocation, Relationship Management, Series 65, Defined Contribution, Qualified Retirement..., Financial Services, Asset Management, Retirement Plan...
Education
Creighton University 2001 — 2005
Bachelors
EMPOWER Retirement April 2015 - Present
EMPOWER Retirement August 2012 - April 2015
401k Advisors Intermountain April 2010 - April 2012
The Standard October 2007 - April 2010
Fiserv Trust Company September 2006 - October 2007
REPTECH August 2005 - September 2006
Skills
Mutual Funds, Investment Strategies, Deferred Compensation, Financial Markets, 401k, Retirement Planning, Investments, Retirement, Strategic Financial..., Wealth Management, Insurance, Investment Advisory, Portfolio Optimization, Asset Allocation, Relationship Management, Series 65, Defined Contribution, Qualified Retirement..., Financial Services, Asset Management, Retirement Plan...
Education
Creighton University 2001 — 2005
Bachelors
Cameron Macleod, AIF® Cameron Macleod, AIF®'s Fiserv Trust Company Experience 2004 - 2007
Job 401(k) and Pension Plan Design Consultant / Investment Advisor Liason
Industry Financial Services
Experience
Nyhart January 2014 - Present
Margaux Inc May 2010 - August 2013
Financial Planning Association March 2012 - December 2012
TD Ameritrade Institutional January 2008 - April 2010
Fiserv Investment Support Services December 2006 - March 2008
Fiserv Trust Company 2004 - 2007
Fiserv Investment Support Services January 2002 - December 2006
First Trust Corporation March 2001 - December 2002
First Trust Corporation September 1999 - February 2001
Skills
Strategic Consulting, New Business Development, Retirement Plans, 401k, Wealth Management, Financial Services, Asset Managment, Asset Allocation, Strategic Financial..., Relationship Management, Retirement Planning, Employee Benefits, Strategic Planning, Financial Advisory, Defined Benefit, Management, Business Development, CRM, Pensions, Leadership, Entrepreneurship, Securities, Strategic Partnerships, Small Business, Asset Management, Process Improvement, Finance, Mutual Funds, Financial Planning
Education
Bucknell University 1989 — 1992
Economics, Developmental Global Economics
Nyhart January 2014 - Present
Margaux Inc May 2010 - August 2013
Financial Planning Association March 2012 - December 2012
TD Ameritrade Institutional January 2008 - April 2010
Fiserv Investment Support Services December 2006 - March 2008
Fiserv Trust Company 2004 - 2007
Fiserv Investment Support Services January 2002 - December 2006
First Trust Corporation March 2001 - December 2002
First Trust Corporation September 1999 - February 2001
Skills
Strategic Consulting, New Business Development, Retirement Plans, 401k, Wealth Management, Financial Services, Asset Managment, Asset Allocation, Strategic Financial..., Relationship Management, Retirement Planning, Employee Benefits, Strategic Planning, Financial Advisory, Defined Benefit, Management, Business Development, CRM, Pensions, Leadership, Entrepreneurship, Securities, Strategic Partnerships, Small Business, Asset Management, Process Improvement, Finance, Mutual Funds, Financial Planning
Education
Bucknell University 1989 — 1992
Economics, Developmental Global Economics
Dean Newton Dean Newton's Fiserv Trust Company Experience August 1998 - June 2002
Job Owner at Justus Debt Negotiators
Industry Consumer Services
Experience
Justus Debt Negotiators March 2008 - Present
OFC August 2003 - December 2008
Fiserv Trust Company August 1998 - June 2002
Skills
Arbitration, Marketing, Customer Service, Customer Negotiations, Loss Mitigation, Credit, Mortgage, Loan Modification, Mediation, Foreclosures, Debt, Negotiation, Customer Relations, New Business Development, Mortgage Lending, Finance, Loan Modifications, Strategy, Start-ups, Business Development, Lead Generation, Sales, CRM, Small Business, Strategic Planning, Online Advertising, Bankruptcy, Online Marketing, Entrepreneurship, SEO, Contract Negotiation, Team Building, Real Estate, Debt Settlement, Banking, Business Strategy, Management, Mergers & Acquisitions, Customer Retention, Call Centers, Time Management, Due Diligence, Sales Management, Account Management, Business Planning, E-commerce, Budgets, Marketing Strategy, B2B, Strategic Partnerships
Education
High Point University 1991 — 1995
Marketing
Overland High School 1987 — 1991
Diploma
Justus Debt Negotiators March 2008 - Present
OFC August 2003 - December 2008
Fiserv Trust Company August 1998 - June 2002
Skills
Arbitration, Marketing, Customer Service, Customer Negotiations, Loss Mitigation, Credit, Mortgage, Loan Modification, Mediation, Foreclosures, Debt, Negotiation, Customer Relations, New Business Development, Mortgage Lending, Finance, Loan Modifications, Strategy, Start-ups, Business Development, Lead Generation, Sales, CRM, Small Business, Strategic Planning, Online Advertising, Bankruptcy, Online Marketing, Entrepreneurship, SEO, Contract Negotiation, Team Building, Real Estate, Debt Settlement, Banking, Business Strategy, Management, Mergers & Acquisitions, Customer Retention, Call Centers, Time Management, Due Diligence, Sales Management, Account Management, Business Planning, E-commerce, Budgets, Marketing Strategy, B2B, Strategic Partnerships
Education
High Point University 1991 — 1995
Marketing
Overland High School 1987 — 1991
Diploma
Brittny Brimmer Brittny Brimmer's Fiserv Trust Company Experience 2005 - 2005
Job Subcontracts Manager, Strategic subcontracts at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin December 2011 - Present
Lockheed Martin Space Systems Company November 2005 - December 2011
Fiserv Trust Company 2005 - 2005
KoalaPlay Group 2003 - 2005
Johns Manville 2002 - 2004
Skills
Competitive Intelligence, Business Development, Market Analysis, Strategy, Business Planning, Financial Analysis, Product Launch, Marketing Strategy, Cross-functional Team..., Proposal Writing, Competitive Analysis, Program Management, Change Management, Leadership, Product Development, Defense, Business Strategy, Project Management, Strategic Planning, Systems Engineering, Management, Project Planning, Analysis, Manufacturing, Supply Chain Management, Earned Value Management
Education
University of Denver - Daniels College of Business 2002 — 2004
MBA, Integrated Marketing Strategy
University of Wyoming 1996 — 2000
Bachelors of Science, Finance, Real Estate, Banking, Business
Lockheed Martin December 2011 - Present
Lockheed Martin Space Systems Company November 2005 - December 2011
Fiserv Trust Company 2005 - 2005
KoalaPlay Group 2003 - 2005
Johns Manville 2002 - 2004
Skills
Competitive Intelligence, Business Development, Market Analysis, Strategy, Business Planning, Financial Analysis, Product Launch, Marketing Strategy, Cross-functional Team..., Proposal Writing, Competitive Analysis, Program Management, Change Management, Leadership, Product Development, Defense, Business Strategy, Project Management, Strategic Planning, Systems Engineering, Management, Project Planning, Analysis, Manufacturing, Supply Chain Management, Earned Value Management
Education
University of Denver - Daniels College of Business 2002 — 2004
MBA, Integrated Marketing Strategy
University of Wyoming 1996 — 2000
Bachelors of Science, Finance, Real Estate, Banking, Business
Scott Vickrey Scott Vickrey's Fiserv Trust Company Experience 1999 - 2008
Job Assistant Office Accountant at Palm Springs Cemetery District
Industry Accounting
Experience
Palm Springs Cemetery District August 2015 - Present
The Estate Sale Company February 2015 - May 2015
Southwest Sun Tanning LLC January 2008 - September 2014
Family Member 2005 - 2013
Fiserv Trust Company 1999 - 2008
First Trust Company 1984 - 1999
Skills
Microsoft Excel, Microsoft Word, Financial Reporting, Customer Relations, Management, Portfolio Management
Education
Drake University
Bachelor's degree, Business Finance
Palm Springs Cemetery District August 2015 - Present
The Estate Sale Company February 2015 - May 2015
Southwest Sun Tanning LLC January 2008 - September 2014
Family Member 2005 - 2013
Fiserv Trust Company 1999 - 2008
First Trust Company 1984 - 1999
Skills
Microsoft Excel, Microsoft Word, Financial Reporting, Customer Relations, Management, Portfolio Management
Education
Drake University
Bachelor's degree, Business Finance
Scott Vickrey Scott Vickrey's Fiserv Trust Company Experience March 1984 - September 2008
Job Searching for a position in Palm Springs
Industry Investment Management
Experience
Southwest Sun Tanning LLC January 2008 - September 2014
Fiserv Trust Company March 1984 - September 2008
Education
Drake University 1977 — 1981
Bachelor's degree, Business Administration - Finance
Southwest Sun Tanning LLC January 2008 - September 2014
Fiserv Trust Company March 1984 - September 2008
Education
Drake University 1977 — 1981
Bachelor's degree, Business Administration - Finance
Alaina Brandenburger Alaina Brandenburger's Fiserv Trust Company Experience 2005 - May 2008
Job Freelance Fashion Writer
Industry Writing and Editing
Experience
Keaton Row April 2014 - Present
Freelance Writer August 2009 - Present
Examiner.com August 2013 - Present
Examiner.com October 2010 - Present
Examiner.com August 2009 - Present
DHM Design May 2008 - January 2009
Gensler 2009 - 2009
Fiserv Trust Company 2005 - May 2008
Skills
Editing, Proofreading, Print Layout, Adobe Creative Suite, Technical Writing, Creative Writing, Newsletter Design, Newsletter Writing, Query Writing, Social Media Marketing, Newsletters, SEO, Layout, Social Media, Writing, Fashion, Blogging, Marketing, Web Content, Copywriting
Education
University of Colorado Denver 2005 — 2007
MS, Marketing
Metropolitan State College of Denver 1998 — 2002
Speech Communications, Minor in Art
Keaton Row April 2014 - Present
Freelance Writer August 2009 - Present
Examiner.com August 2013 - Present
Examiner.com October 2010 - Present
Examiner.com August 2009 - Present
DHM Design May 2008 - January 2009
Gensler 2009 - 2009
Fiserv Trust Company 2005 - May 2008
Skills
Editing, Proofreading, Print Layout, Adobe Creative Suite, Technical Writing, Creative Writing, Newsletter Design, Newsletter Writing, Query Writing, Social Media Marketing, Newsletters, SEO, Layout, Social Media, Writing, Fashion, Blogging, Marketing, Web Content, Copywriting
Education
University of Colorado Denver 2005 — 2007
MS, Marketing
Metropolitan State College of Denver 1998 — 2002
Speech Communications, Minor in Art
Cathy Mastroianna Cathy Mastroianna's Fiserv Trust Company Experience August 1999 - November 2009
Job Vendor Relations/ Purchasing and Facilities Management at Pensco Trust Company
Industry Financial Services
Experience
PENSCO Trust Company March 2012 - Present
Lincoln Trust Company November 2010 - March 2012
Trust Industrial Bank November 2009 - 2010
Fiserv Trust Company August 1999 - November 2009
Skills
reducing budget, Budgets, Process Improvement, Business Analysis, Management, Negotiation, Project Planning, Business Intelligence, Security, Contract Negotiation, IT Management, Purchasing, Enterprise Software, Vendor Management, Business Process..., Software Documentation, Analysis, Risk Management, Project Management
Education
Next Level Purchasing 2008 — 2008
SPSM Certification, Senior Professional in Supply Management
Front Range Community College 1998 — 2000
Associate, Computer Science
PENSCO Trust Company March 2012 - Present
Lincoln Trust Company November 2010 - March 2012
Trust Industrial Bank November 2009 - 2010
Fiserv Trust Company August 1999 - November 2009
Skills
reducing budget, Budgets, Process Improvement, Business Analysis, Management, Negotiation, Project Planning, Business Intelligence, Security, Contract Negotiation, IT Management, Purchasing, Enterprise Software, Vendor Management, Business Process..., Software Documentation, Analysis, Risk Management, Project Management
Education
Next Level Purchasing 2008 — 2008
SPSM Certification, Senior Professional in Supply Management
Front Range Community College 1998 — 2000
Associate, Computer Science
Kim Knuth, M.S. Technology Management, PMP Kim Knuth, M.S. Technology Management, PMP's Fiserv Trust Company Experience 2002 - 2006
Job Director, PD&D at IHS
Industry Hospital & Health Care
Experience
IHS February 2014 - Present
GHX August 2010 - September 2013
GHX July 2009 - August 2010
Fiserv Investment Support Services January 2006 - August 2008
Fiserv Trust Company 2002 - 2006
First Trust Corporation 2000 - 2002
Skills
Software Development, Quality Assurance, SDLC, Change Management, Webmaster Services, E-commerce, Cross-functional Team..., Project Management, Team Building, Vendor Management, Process Improvement, PMP, IT Management, Management, Agile Methodologies, Organizational..., Requirements Analysis, Program Management, SharePoint, PMO, Integration, Software Project..., Scrum, ITIL, Business Analysis, Enterprise Software, Visio, Project Portfolio..., Business Process..., Agile Project Management, Business Process, Requirements Gathering, Certified Scrum Master..., Business Intelligence, Resource Management, IT Strategy, Risk Management, Leadership, MS Project, Software Documentation, Business Requirements, Enterprise Architecture, Waterfall, SaaS, Software Implementation, Disaster Recovery, Governance, User Acceptance Testing, Strategy
Education
PMP Certification
Certified Scrum Professional
Certified ScrumMaster
University of Denver 2000 — 2003
Masters, Technology Management
University of Nebraska-Lincoln 1976 — 1981
Bachelors, Education
Gordon High School
Gordon High School
IHS February 2014 - Present
GHX August 2010 - September 2013
GHX July 2009 - August 2010
Fiserv Investment Support Services January 2006 - August 2008
Fiserv Trust Company 2002 - 2006
First Trust Corporation 2000 - 2002
Skills
Software Development, Quality Assurance, SDLC, Change Management, Webmaster Services, E-commerce, Cross-functional Team..., Project Management, Team Building, Vendor Management, Process Improvement, PMP, IT Management, Management, Agile Methodologies, Organizational..., Requirements Analysis, Program Management, SharePoint, PMO, Integration, Software Project..., Scrum, ITIL, Business Analysis, Enterprise Software, Visio, Project Portfolio..., Business Process..., Agile Project Management, Business Process, Requirements Gathering, Certified Scrum Master..., Business Intelligence, Resource Management, IT Strategy, Risk Management, Leadership, MS Project, Software Documentation, Business Requirements, Enterprise Architecture, Waterfall, SaaS, Software Implementation, Disaster Recovery, Governance, User Acceptance Testing, Strategy
Education
PMP Certification
Certified Scrum Professional
Certified ScrumMaster
University of Denver 2000 — 2003
Masters, Technology Management
University of Nebraska-Lincoln 1976 — 1981
Bachelors, Education
Gordon High School
Gordon High School
Jenny Done's Fiserv Trust Company Experience 2006 - 2008
Job Vice President at TD AmeritradeTrust Company
Industry Financial Services
Experience
TD Ameritrade February 2008 - Present
Fiserv Trust Company 2006 - 2008
First Trust Corporation 2000 - 2006
Universal Pensions, Inc. 1997 - 1999
Silverstone Group 1996 - 1997
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Series 63, Retirement, Financial Analysis, Investments, Financial Services, Strategic Financial...
Education
University of Nebraska-Lincoln
Economics
TD Ameritrade February 2008 - Present
Fiserv Trust Company 2006 - 2008
First Trust Corporation 2000 - 2006
Universal Pensions, Inc. 1997 - 1999
Silverstone Group 1996 - 1997
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Series 63, Retirement, Financial Analysis, Investments, Financial Services, Strategic Financial...
Education
University of Nebraska-Lincoln
Economics
Shannon Carson Wehr's Fiserv Trust Company Experience January 2004 - January 2008
Job Manager at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. January 2013 - Present
Lincoln Trust Company December 2009 - January 2013
fka Fiserv Trust Company February 2008 - November 2009
Fiserv Trust Company January 2004 - January 2008
Resources Trust Company May 1999 - December 2003
UMB Bank 1994 - 1999
UMB Bank 1992 - 1994
Skills
Compliance, Risk Management, Analysis, Problem Solving, Banking, Research
Education
Kansas State University 1988 — 1992
Charles Schwab & Co., Inc. January 2013 - Present
Lincoln Trust Company December 2009 - January 2013
fka Fiserv Trust Company February 2008 - November 2009
Fiserv Trust Company January 2004 - January 2008
Resources Trust Company May 1999 - December 2003
UMB Bank 1994 - 1999
UMB Bank 1992 - 1994
Skills
Compliance, Risk Management, Analysis, Problem Solving, Banking, Research
Education
Kansas State University 1988 — 1992
Janis Williams's Fiserv Trust Company Experience 2002 - 2008
Job ManagerTD Ameritrade
Industry Financial Services
Experience
TD Ameritrade Trust Company February 2008 - Present
Fiserv Trust Company 2002 - 2008
Great-West Life and Annuity Insurance Company 1995 - 2001
Education
Regis University 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
South Dakota State University 1979 — 1983
Bachelor's degree, Family and Consumer Sciences/Human Sciences
TD Ameritrade Trust Company February 2008 - Present
Fiserv Trust Company 2002 - 2008
Great-West Life and Annuity Insurance Company 1995 - 2001
Education
Regis University 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
South Dakota State University 1979 — 1983
Bachelor's degree, Family and Consumer Sciences/Human Sciences
Brian Martschinske's Fiserv Trust Company Experience July 2002 - March 2012
Job Sr. Client Relations Specialist at Pensco
Industry Financial Services
Experience
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
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
Deborah Meade's Fiserv Trust Company Experience 2006 - October 2009
Job Office Manager
Industry Marketing and Advertising
Experience
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
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
Dave Dreier's Fiserv Trust Company Experience 1992 - 2004
Job CSM Data Analyzer at Alcohol Monitoring Systems
Industry Computer Software
Experience
Alcohol Monitoring Systems January 2008 - Present
Fiserv Trust Company 1992 - 2004
Education
Metropolitan State University of Denver 1986 — 1990
Alcohol Monitoring Systems January 2008 - Present
Fiserv Trust Company 1992 - 2004
Education
Metropolitan State University of Denver 1986 — 1990
Andrew Heinzerling's Fiserv Trust Company Experience 2000 - 2008
Job Manager, Business Analysis Programs and Systems at TD Ameritrade Trust Company
Industry Financial Services
Experience
TD Ameritrade Trust Company June 2013 - Present
TD Ameritrade Trust Company 2008 - June 2013
Fiserv Trust Company 2000 - 2008
Skills
Mutual Funds, Access, Excel, Process Improvement, Project Management, MS Project, Lean Transformation, Project Coordination, SQL, Team Leadership, Management, Risk Management, Leadership
Education
University of Colorado at Boulder
TD Ameritrade Trust Company June 2013 - Present
TD Ameritrade Trust Company 2008 - June 2013
Fiserv Trust Company 2000 - 2008
Skills
Mutual Funds, Access, Excel, Process Improvement, Project Management, MS Project, Lean Transformation, Project Coordination, SQL, Team Leadership, Management, Risk Management, Leadership
Education
University of Colorado at Boulder
Karen Parks's Fiserv Trust Company Experience January 2000 - February 2008
Job Business Analyst at TD Ameritrade
Industry Financial Services
Experience
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
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