Founders Asset Management
Industry: Company
DescriptionHeadquarters: Denver, CO Founded: 1938 Parent organizations: BNY Mellon Wealth Management, Bank of New York
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Founders Asset Management Employees
Great-West Financial March 2015 - Present
Great-West Financial December 2013 - March 2015
Great-West Financial December 2005 - December 2013
Founders Asset Management February 1992 - December 2005
Skills
Business Planning, Execution of Business..., Project Planning, Process Improvement, Business Process..., Procedure Manuals, Project Management, Budgets, Business Objects, Planview Enterprise, Technical Writing, Trading Systems, Trading Operations, Electronic Trading, Highly Organized &..., Driving Results, Highly Detail Oriented, Strongly Self-Motivated, Meticulous Eye for..., Strong Organization and..., Outstanding Time..., Peer Mentoring, PowerPoint, Visio, Story Mapping, Resource Management, Microsoft Office, SharePoint Designer, Quality Assurance, Business Analyst
Education
Regis University
Business Administration, Management and Operations
Colorado School of Mines July 2014 - Present
Metropolitan State University of Denver August 2012 - July 2013
Strategic Career Seminars, LLC March 2002 - June 2013
Principle Education Group May 2006 - August 2008
Career Transitions Workshop March 2001 - August 2007
Westwood College March 2002 - October 2005
Founders Asset Management 2000 - 2003
Smith Barney December 1997 - March 1999
Rockford Health System December 1991 - November 1997
Skills
Organization, Career Counseling, Instructional Design, Resume Writing, Leadership Development, Adult Education, Staff Development, Career Development, Higher Education, Coaching, Job Search Strategies, Training Delivery, Instructor-led Training, Public Speaking, Job Search, Curriculum Development, Organizational..., Career Management, Team Building, Teaching, Student Affairs, Performance Management, Talent Management, Cover Letters, Job Coaching, Workshop Facilitation, Interview Preparation, Career Assessment, Organizational..., Onboarding, Strategic Planning, Workforce Development, Personal Branding, Community Outreach, Admissions, Leadership, Training, Interviews, Management, Recruiting, Employee Training, Research, E-Learning, Program Development, Executive Coaching, Student Development, Conflict Resolution, Strategy, Program Management, Strategic Communications
Education
Colorado State University
Master of Education (MEd), Organizational Learning, Performance, and Change
Metropolitan State University of Denver
Bachelor of Arts (B.A.), Organizational Communication/Human Capital Consulting, Minor: History
Rockford University
Bachelor's Degree, Accounting/Finance Program
Saturna Capital Corporation May 2012 - Present
Security Global Investors October 2001 - April 2011
Avera Global Partners / Security Global Investors October 2001 - April 2011
Founders Asset Management December 1999 - September 2001
State of Wisconsin Investment Board May 1998 - November 1999
SBC Warburg March 1994 - March 1998
Smith New Court Far East 1991 - 1994
Crosby Securities January 1989 - January 1990
Crosby Securities 1987 - 1989
Education
Mandarin Training Center, National Taiwan Normal University 1984 — 1986
The Chinese University of Hong Kong 1983 — 1984
Chinese language, politics and literature studies
Hamilton College 1979 — 1983
Bachelor of Arts, Asian Studies
Western Reserve Academy 1975 — 1979
Ski & Snowboard Club Vail 2010 - Present
Vail Mountain School 2009 - Present
Borgen Investment Group 2000 - 2008
Arthur Andersen Business Consulting 1999 - 2000
Founders Asset Management 1995 - 1997
Gorsuch Ltd. 1993 - 1995
Skills
Social Media, Research, Editing, Creative Writing, Blogging, Copy Editing, Journalism, Proofreading, Copywriting, Microsoft Office, Editorial, Press Releases, Publishing, Magazines, Books, Microsoft Word, Web Content, Nonprofits, Philanthropy, Event Management, Management
Education
University of Denver - Daniels College of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Dartmouth College 1989 — 1993
Bachelor's degree, Art History, Environmental Science
Kent Denver School 1987 — 1989
Graland
Microsoft March 2010 - Present
JC Hatch, LLC 2009 - May 2010
First Data Corporation July 1998 - 2009
Founders 1994 - 1998
Founders Asset Management October 1993 - June 1997
Skills
Forecasting, Product Management, Strategic Planning, Budgeting, Divestitures, Mergers, Contract Negotiation, Team Leadership, Risk Management, Financial Modeling, Accounting, Budgets, Strategy, Competitive Analysis, Finance, Management, Executive Management, Banking, Business Process..., Mergers & Acquisitions, Analysis, Business Development, Process Improvement, Internal Controls, Change Management
Education
University of Colorado Denver 1998 — 2001
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1989 — 1993
Analytic Investors July 2013 - Present
Analytic Investors January 2007 - June 2013
Geronimo Financial January 2004 - December 2006
Dwight Asset Management 2004 - 2004
Founders Asset Management 2003 - 2003
Skills
Trading, Derivatives, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation, Bloomberg, Capital Markets, Equity Trading, Fixed Income, Investment Management, Investment Strategies, Investments, Motorcycle, Mutual Funds, Options, Quantitative Analytics
Education
University of Denver 2001 — 2005
Bachelor of Science (BS), Finance, General, 3.8
Monticello Associates, Inc. January 2010 - Present
Old Mutual Capital October 2005 - December 2009
Founders Asset Management June 2002 - October 2005
Myer, Swanson, Adams & Wolf, P.C. April 1998 - May 2002
Skills
Securities, Hedge Funds, Securities Regulation, FINRA, Mutual Funds, Asset Management, Alternative Investments, Equities, Due Diligence, Financial Services, Capital Markets
Education
University of Denver - Sturm College of Law 1994 — 1997
Juris Doctor
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science in Finance, magna cum laude, 4.7/5.0
Guidepoint January 2014 - Present
AlphaSense, Inc. August 2011 - Present
ARC Angel Fund January 2015 - Present
Management CV November 2012 - August 2014
New Canaan Public Schools January 2011 - May 2012
FactSet Research Systems 1987 - December 2010
FactSet Research Systems Inc. 2000 - 2004
FactSet Research Systems Inc. 1993 - 2000
Founders Asset Management 1985 - 1987
Skills
Product Management, Product Development, Product Marketing, Strategic Planning, Software Development, Software Implementation, Strategic Partnerships, Investment Banking, Start-ups, Market Research, Financial Services, Sales, Portfolio Management, Leadership, Team Management, Business Intelligence, Market Data, Management, Enterprise Software, Financial Markets, Business Strategy, Analysis, Analytics, Equity Research, Business Analysis, Entrepreneurship, Investments, Mergers & Acquisitions, Business Development, Strategy, Competitive Analysis
Education
University of Denver 1983 — 1987
BSBA, Decision Sciences - Operations Management
University of Colorado Boulder April 2014 - Present
University of Colorado Boulder June 2013 - April 2014
University of Colorado Boulder January 2011 - June 2013
University of Colorado Boulder February 2009 - December 2010
University of Colorado Boulder February 2006 - February 2009
Founders Asset Management December 2004 - December 2005
Community First National Bank February 2004 - December 2004
Community First National Bank July 1999 - February 2004
Skills
Microsoft Office, JMP, Oracle Applications, Cognos, Accounting, Management, Financial Reporting, Data Analysis, Budgets, Finance
Education
University of Colorado Denver 2010 — 2014
MBA
University of Denver - Daniels College of Business 2000 — 2004
BSBA
Jhana October 2012 - Present
Public Advocates March 2011 - October 2012
American Humane Association June 2007 - November 2010
Policy Studies Inc January 2004 - October 2006
INVESCO June 2001 - December 2003
Founders Asset Management January 2000 - May 2001
Skills
Editing, Proofreading, Newsletters, Blogging, Copy Editing, Web Content, Marketing Copy, Writing, Press Releases, Non-profits, Copywriting, Social Media, Corporate Communications, Fundraising, Research, Marketing Communications, Brochures, Proposal Writing, Content Management, Email Marketing, Teaching Writing, Web Content Management, Interviews, Technical Writing, Creative Writing, Speech Writing, Wordpress, Collateral, Annual Reports, Ap Style, Chicago Manual, English grammar, Direct Mail, Content Strategy, SEO, Print Production Process, Email Strategy, Corporate Blogging, Strategic Communications, Publicity, Journalism, Interactive Media, Twitter, Online Research, Magazines, Internal Communications, Content Development, Nonprofits
Education
Colorado State University
MFA, Creative Writing
Simmons College
BA, English
Navy League of the United States March 2014 - Present
Navy League of the United States January 2014 - Present
Navy League of the United States Denver Council 2014 - Present
Intercontinental Potash Corp. 2007 - 2009
Founders Asset Management November 1998 - 2000
Childrens Diabetes Foundation March 1994 - November 1998
Florida History Center & Museum 1993 - 1996
Skills
Editing, Event Planning, Fundraising, Office Management, Nonprofits, Public Relations, Newsletters, Strategic Communications, Creative Writing, Copy Editing, Media Relations, Marketing Strategy, Board of Director..., Public Speaking, Non-profits, Management, Volunteer Management, Community Outreach, Event Management, Social Networking, Social Media, Crisis Communications, Human Resources, Marketing, Board Development, Marketing Communications, Journalism, Corporate Communications, Board of Directors, Program Management, Budgets, Project Planning, Government, Grant Writing, Grants, Leadership, Strategic Planning, Team Building, Leadership Development, Policy, Program management, Public speaking
Education
Stoneleigh-Burnham School
Ithaca College
English
Palm Beach C.C.
Paralegal Studies, Business Law
Aequitas Capital Management June 2014 - Present
RBO & Co. August 2012 - May 2014
RS Investments March 2008 - July 2012
Duckhorn Wine Company September 2004 - January 2008
Janus Capital Group January 1998 - April 2004
Founders Asset Management January 1996 - January 1998
Invesco Ltd. April 1995 - January 1996
Chiat/Day April 1994 - April 1995
Skills
Mutual Funds, Marketing, Marketing Communications, Marketing Strategy, Asset Managment, Investments, Email Marketing, Investor Relations, CRM, Relationship Management, Integrated Marketing, Product Marketing, Investment Management, Leadership, Creative Direction, Asset Management, E-commerce, Advertising
Education
Pepperdine University 1990 — 1994
BA, Advertising, Communications, Business
The Hockaday School 1987 — 1990
High School
Harbor Capital Advisors October 2003 - Present
Harbor Funds Distributors, Inc. October 2003 - Present
Berger Financial Group LLC 1998 - 2002
Founders Asset Management 1994 - 1998
Skills
New Business Development, Asset Managment, Sales, Sales Management, Investments, Portfolio Management, Separate Accounts, Separately Managed..., Institutional Investors, Certified Investment..., Institutional..., Institutional Business..., Investment Management..., Investment Strategies, Asset Management, Asset Allocation, Equities
Education
University of Pennsylvania - The Wharton School 2012 — 2012
IMCA Certified Investment Management Analyst Program
University of Pennsylvania - The Wharton School 1999 — 1999
AIMSE: Marketing & Investment Management Program
University of Arizona 1988 — 1991
BSBA, General Business
Aviva Investors June 2014 - Present
Aviva Investors May 2011 - June 2014
Old Mutual Capital June 2005 - May 2011
ICON Advisers February 2002 - May 2005
University of Denver January 2000 - May 2002
Founders Asset Management October 1998 - February 2002
Skills
Governance, Strategy, Asset Managment, Investments, Leadership, Mutual Funds, Asset Management, Mergers & Acquisitions, Equities, Fixed Income, Investment Management, Securities
Education
University of Denver - Sturm College of Law 1984 — 1987
JD
Lincoln High School
University of Nebraska-Lincoln
BA, Political Science
EasyTurf March 2013 - Present
Saunas.com September 2002 - March 2013
Skilled Services Corporation June 2000 - August 2001
Diamondtough Acrylics December 1998 - June 2000
First Dental Health January 1998 - December 1998
Founders Asset Management January 1997 - October 1997
BDO Seidman, LLP September 1995 - September 1996
Skills
Construction, Account Management, Social Media, Customer Relations, Direct Sales, Selling, Online Marketing, Cold Calling, Public Speaking, Retail, Sales Support, Microsoft Office, Consultative Selling, Customer Satisfaction, Excel, Social Media Marketing, Salesforce.com, Facebook, Twitter, Thinking Outside The Box, Inside Sales, Closing, Steam, Multiple Listing Service, Microsoft Excel, Sales Operations, Building Relationships, Team Building, Management, Synthetic Turf, Sales Rep Training, New Business Development, Mentoring, Property Management, Real Estate, Sales Presentations, Retail Displays, Landscape Design, Landscape Architecture, Landscaping, Marketing, Product Marketing, Social Networking, Customer Acquisition, Layout, Aggregates, Product Management, Business Networking, PowerPoint, Hiking
Education
St. Cloud State University 1990 — 1995
Speech Communication
Park Center 1983 — 1986
Chipotle Mexican Grill February 2010 - Present
Chipotle Mexican Grill November 2005 - February 2010
Founders Asset Management October 2003 - November 2005
U of C Federal Credit Union January 2003 - October 2003
Morgan Stanley June 2001 - August 2001
Education
St. Olaf College 1998 — 2002
BA, Economics & Finance
The Depository Trust & Clearing Corporation November 2010 - Present
BTR Consulting Services LLC February 2009 - December 2010
Dividend Capital 2004 - 2009
Founders Asset Management April 1994 - December 2003
OppenheimerFunds March 1992 - March 1994
Sprint 1986 - 1992
Skills
Portfolio Management, Alternative Investments, Securities, Leadership, Investments, Hedge Funds, Mutual Funds, Asset Management, Fund Accounting, Equities, Management, Financial Services, Trading, Finance
Education
University at Albany, SUNY 1981 — 1982
MBA, Management Information Systems
Ridgeworth Investments July 2008 - Present
BNY Mellon Asset Management July 2005 - October 2007
Founders Asset Management 2000 - 2005
Skills
Investments, Mutual Funds, Retirement, Financial Advisory, 401k, Strategic Prospecting, Personal Branding
Education
Regis University 1998 — 2000
MBA, Finance
University of Dayton 1989 — 1994
B.S., Finance
Essential Investment Partners, LLC 2009 - Present
Matthews Asia Funds 2007 - Present
Independent Directors Council September 2009 - Present
Dividend Capital 2005 - December 2011
University of Denver Strategic Issues Program August 2010 - September 2011
Essential Advisers, Inc. 2001 - 2009
University of Denver Strategic Issues Program May 2007 - January 2008
American Liver Foundation 2002 - 2008
Colorado Economic Futures Panel 2004 - 2005
Founders Asset Management 1995 - 1998
Skills
Investments, Mutual Funds, Personal Financial..., Portfolio Management, Audit Committee, Board Governance, Hedge Funds, Asset Allocation, Stocks, Closed-end Funds, Investment Advisory, Wealth Management, Financial Analysis, Estate Planning
Education
Northwestern University - Kellogg School of Management 1986 — 1990
MM, Marketing and Finance
University of Michigan - Stephen M. Ross School of Business 1971 — 1975
BBA Accounting with Distinction
Monticello Associates November 2006 - Present
Founders Asset Management 2003 - 2006
Berger Financial Group LLC 2001 - 2003
Denver Investment Advisors 1995 - 2001
Education
Florida Atlantic University 1988 — 1995
BS, Accounting
University of Colorado Denver
MA, Accounting
Your Intended Life October 2007 - Present
The Passion Test June 2006 - Present
Portfolio Strategies July 2001 - October 2007
Rydex Investments January 2000 - April 2001
Founders Asset Management 1993 - 2000
Skills
Coaching, Public Speaking, Customer Service, Leadership, Motivational Speaking, Executive Coaching, Small Business, Leadership Development, Personal Development, Training, Team Building, Change Management, Organizational..., Presentation Coaching, Emotional Intelligence, Business Coaching, Entrepreneurship, Management, Life Coaching, Social Networking, Workshop Facilitation, Lifestyle Coaching
Education
University of Central Oklahoma 1983 — 1987
Janus Capital Group October 2011 - Present
Janus Capital Group February 2010 - June 2012
The Boston Company June 2006 - January 2009
Founders Asset Management February 2005 - June 2006
Founders Asset Management April 2002 - February 2005
Skills
Fund Accounting, Financial Modeling, Bloomberg, Financial Reporting, Portfolio Management, Fixed Income
Education
University of Northern Colorado 1997 — 2000
BS, Business Administration
Sungard Availability Services June 2014 - Present
SunGard Availability Services 2009 - June 2014
The Boston Company 2005 - 2009
Founders Asset Management 2002 - 2005
Founders Asset Management 1998 - 2002
Founders Asset Management 1996 - 1998
Founders Asset Management 1994 - 1996
Barnett Technologies 1993 - 1994
CSX Technology 1991 - 1993
Skills
Project Management, Agile Project Management, Business Process..., Project Budgeting, Risk Management, Strategic Planning, Financial Analysis, Windows Server, HTML, SQL, Team Leadership, Cisco IOS, Network Architecture, Cloud Computing, VMware ESX, Microsoft Excel, Business Analysis
Education
University of Florida - Warrington College of Business Administration 1986 — 1991
BS, Computer Information Science
DHR International March 1996 - Present
Founders Asset Management 1994 - 1996
Founders Asset Management 1994 - 1996
Skills
Mergers, Executive Search, Talent Management, Talent Acquisition, Recruiting, Strategy, Strategic Planning, HR Consulting, Human Resources, Mergers & Acquisitions, Employee Relations, Management, Executive Management, Organizational..., Succession Planning, Career Development, Management Consulting, Financial Services, Coaching, Employee Engagement, Leadership, Personnel Management, Leadership Development, Consulting, Performance Management, Executive Coaching, Start-ups, New Business Development, Restructuring, Business Strategy, Business Development, Entrepreneurship, Team Building, Negotiation, Marketing, Sales Management, Organizational Design, Change Management, Telecommunications
Education
Northern Illinois University 1981 — 1985
MS, Management/Economics
Northern Illinois University
BS Business Administration
SquareTwo Financial March 2013 - Present
SunGard Availability Services April 2012 - February 2013
T-Mobile USA May 2009 - April 2012
T-Mobile USA August 2002 - May 2009
Founders Asset Management May 1999 - December 2001
Founders Asset Management April 1998 - May 1999
M&T Bank October 1995 - March 1998
Skills
Human Resources, Talent Management, Employee Relations, Coaching, Performance Management, Leadership Development, Employee Engagement, Call Centers, Leadership, Training, Personnel Management, Onboarding, Team Leadership, Succession Planning
Education
Colorado State University
Master's Degree, Organizational Learning, Performance and Change
Canisius College
Bachelor of Science, Marketing
HRCI
RK Capital Management June 2013 - Present
Century Capital Management 2008 - 2013
M.A. Weatherbie & Co. May 2004 - June 2008
Founders Asset Management April 2001 - March 2004
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
University of Wisconsin-Madison 1990 — 1994
BBA, FInance
GHP Investment Advisors, Inc. January 1999 - Present
Owen Joseph Asset Management 1996 - 1998
Founders Asset Management 1994 - 1996
Applied Business Economics 1990 - 1992
The Brookings Institution 1989 - 1990
Skills
Asset Management, Wealth Management, Financial Planning, International Economics, Investment Advisory, Investments, Portfolio Management
Education
The University of Chicago Booth School of Business 1992 — 1994
MBA, Finance
The George Washington University 1985 — 1989
BA, Economics
Tel Aviv University 1987 — 1988
Middle East Studies
Nationwide Financial January 2013 - Present
Great-West Financial April 2005 - January 2013
Founders Asset Management 2000 - 2004
Skills
Mutual Funds, Series 6, Series 63, Fixed Annuities, Retirement Planning, Retirement, 401k, Variable Annuities, Investments, Wealth Management, Asset Allocation, Insurance, Life Insurance, Securities, Financial Services, IRAs, Alternative Investments, Strategic Financial...
Education
Louisiana State University 1992 — 1998
Environmental Management Systems
USAA September 2006 - Present
USAA September 1999 - September 2006
Founders Asset Management 1990 - 1999
Skills
Asset Management, Budgets, Financial Risk, Financial Services, Fixed Income, Fund Administration, Investment Advisory, Investment Strategies, Investments, Portfolio Management
Education
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Finance
Jackson Variable Series Trust, JVST March 2013 - Present
Jackson Variable Series Trust, JVST October 2011 - Present
CrystalRiverPartners, LLC February 2005 - Present
Founders Asset Management April 1998 - January 2006
Founders Asset Management January 1991 - January 2006
Skills
mutual fund distribution, Liquid Alternatives, Socially Responsible..., Equities, Strategic Planning, Hedge Funds
Education
University of Colorado at Boulder 1978 — 1979
Master of Business Administration (MBA), Marketing
St John's University, NY 1974 — 1977
Bachelor of Science (B.S.), Environmental Science
Chaminade High School, NY 1969 — 1973
Great-West Financial July 2012 - Present
Great-West Financial June 2006 - July 2012
DIGITALpH August 2003 - March 2006
Charles Schwab July 1997 - May 2001
Fiserv October 1995 - July 1997
Founders Asset Management June 1994 - October 1995
Skills
Mutual Funds, Trading, Investments, Financial Analysis, Excel, Series 7, Research, Securities, Series 6, Series 26, Analysis, Risk Management, Equities, Microsoft Excel, Accounting, Account Reconciliation, FINRA, Management, Leadership, Financial Services, Finance
Education
University of Colorado Denver 2008 — 2011
Masters, MBA - Business Strategy specialization
Austin Community College 2001 — 2003
Certification, Applied Multimedia Design
University of Colorado Boulder - Leeds School of Business 1989 — 1993
BS, Finance
Fiest Design May 2010 - Present
Monigle Associates 2007 - 2010
Founders Asset Management 1999 - 2007
Skills
Creative Strategy, Corporate Branding, Creative Direction, Branding & Identity, Art Direction, Brochures, Brand Architecture, Illustration, Graphics, Adobe Acrobat, Brand Development, Fishing
Education
Colorado State University 1985 — 1989
BFA, art and communication
Versus Capital Group March 2013 - Present
Cohen & Steers August 2009 - March 2013
Legg Mason July 2008 - August 2009
Denver Investment Advisors October 1998 - July 2008
Founders Asset Management 1994 - 1998
Skills
Series 7, Investments, Asset Allocation, Wealth Management, Asset Management, Mutual Funds, REITs, Asset Managment, Investment Strategies, Series 63, Alternative Investments, Investment Management, Financial Services, ETFs, Hedge Funds, Separately Managed..., REIT
Education
University of Colorado Boulder - Leeds School of Business 1986 — 1991
BS, Finance
Colorado PERA January 2015 - Present
Colorado PERA August 2013 - December 2014
Colorado PERA April 2013 - August 2013
ICON Advisers April 2005 - July 2012
ICON Advisers May 2002 - April 2005
Founders Asset Management April 2001 - April 2002
Founders Asset Management September 2000 - April 2001
Skills
Equities, Trading, Trading Systems, Portfolio Management, Asset Management, Mutual Funds, Investments, Strategy, Equity Trading, Settlement, Emerging Markets, Compliance, Fixed Income, Alternative Investments, Real Estate, Pension Administration, Foreign Exchange
Education
Gustavus Adolphus College 1996 — 2000
BA
Institue for European Studies 1999 — 1999
Risk Premium Investment Management Company, LLC September 2015 - Present
Pacific Alternative Asset Management Company, LLC June 2004 - September 2015
Computershare October 2000 - April 2003
FOLIOfn June 1999 - October 2000
Founders Asset Management April 1993 - January 1999
T. Rowe Price October 1988 - April 1993
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investments, Equities, Fund Of Funds, Fixed Income, Due Diligence, Private Equity, Portfolio Management, Mutual Funds, Asset Allocation, Valuation, Capital Markets, Financial Modeling, Investment Management, Asset Management, Derivatives, Securities, Investment Strategies, Bloomberg, Venture Capital, Emerging Markets, Institutional..., Investment Banking, Options, Equity Research
Education
Harvard Business School 1984 — 1986
MBA, Business
University of California, Davis 1975 — 1980
BS, Economics
De La Salle High School
Blue Ocean Enterprises, Inc. March 2014 - Present
Artemis Consulting Group July 2008 - March 2014
ICON Advisers February 2003 - June 2008
Founders Asset Management September 1995 - February 2003
American Century Investments 1993 - 1995
AIM Management Group 1989 - 1993
Skills
Marketing, Strategic Communications, Corporate Communications, Crisis Communications, Internal Communications, Communications Planning, Message Development, Mutual Funds, Financial Writing, Strategic..., Strategic Thinking, Helping Clients Succeed, Consulting, Agency Leadership, Thought Leadership, Employee Engagement, Investment Management, Branding Initiatives, Marketing Communications, Content Strategy, Leadership, Strategy, Integrated Marketing, Digital Strategy, Creative Direction, Creative Strategy, Strategic Planning, Brand Development, Digital Marketing, Media Relations, Public Relations, Messaging, Social Media Marketing, Corporate Branding, Content Development, Investor Relations, Press Releases, B2B Marketing, Communication Training, Publicity, Speech Writing, Copywriting, Newsletters, Direct Marketing
Education
The University of Kansas 1983 — 1987
BS, Journalism
USAA March 2015 - Present
Maple Capital Management August 2010 - March 2015
Prima Capital September 2009 - July 2010
Lexicord Capital June 2006 - June 2009
Founders Asset Management May 2000 - May 2006
Stern Stewart & Co. 1998 - 2000
Alliance Capital Management May 1994 - August 1996
Alliance Capital Management September 1993 - May 1994
Graz Giants January 1993 - August 1993
Skills
Valuation, Investments, Investment Management, Portfolio Management, Equity Research, Due Diligence, Corporate Finance, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BS, Economics
Kaiser Permanente June 2008 - Present
Clifton Gunderson August 2006 - April 2008
Corporate Express June 2005 - August 2006
KPMG January 2003 - June 2005
Founders Asset Management 1996 - 2001
Skills
Accounting, SOX, Audit, Sarbanes-Oxley Act, Auditing, Financial Reporting, Financial Analysis, Financial Modeling, US GAAP, SEC filings, Internal Controls, GAAP, Financial Accounting, Sarbanes-Oxley, Data Analysis, Financial Services, Internal Audit, Finance, CPA, Revenue Recognition
Education
University of Denver - Daniels College of Business 2001 — 2003
MaCC, Accountancy
University of Denver - Daniels College of Business 1994 — 1996
BSBA, Finance, General
Trust Company of America June 2005 - June 2012
Budget Truck Rental 2002 - 2005
Founders Asset Management September 1993 - December 2001
Founders Asset Management 1993 - 2001
T. Rowe Price September 1987 - September 1993
Skills
Asset Managment, Alternative Investments, Mutual Funds, Financial Analysis, Asset Management, Vendor Management, Securities, Financial Services
Education
University of California, Los Angeles 1983 — 1987
Wells Fargo Home Mortgage March 2013 - August 2013
Colorado Professionals Mortgage June 2009 - March 2013
Clarion Mortgage Capital June 1999 - June 2009
PTF Financial August 2005 - December 2007
Founders Asset Management 1995 - 1999
Skills
Mortgage Lending, Mortgage Banking, Real Estate, Refinance, Loans, Credit, Investment Properties, FHA, Loan Origination, First Time Home Buyers, New Business Development, Sales Management, REO, Investors, VA loans, Investments, Sales, FHA financing, Residential Mortgages, Short Sales, Referrals, Residential Homes
Education
Colorado State University 1992 — 1995
Bachelor of Science (BS), Finance, General
San Diego State University-California State University 1990 — 1992
ICH Remediation Holdings LLC December 2012 - Present
Topeka Capital Markets, Inc October 2011 - November 2012
Rafferty Capital Markets 2009 - 2011
Soleil Securities 2005 - 2009
First Investors Corporation 2004 - 2005
NorAm Biofuel, Inc. 2004 - 2005
Hintz, Holman, Robillard 2001 - 2003
oppenheimer funds 1999 - 2001
Berger Funds 1997 - 1998
Founders Asset Management 1996 - 1998
Skills
Equity Research, Equities, Investments, Portfolio Management, Capital Markets, Asset Management, Financial Modeling, Commodity, Finance, Valuation, Market Analysis, Agriculture, Series 7, Agribusiness, Corporate Finance, Mutual Funds, Capital Structure, Start-ups, Options, Portfolio Optimization, Hedge Funds, Securities, Private Equity, Financial Analysis, Mergers & Acquisitions, Bloomberg, Equity Research Analysis, Strategy, Derivatives, Analysis, Investment Banking, Trading, Equity Trading, Equity Valuation, Alternative Investments, Entrepreneurship, IPO, Financial Markets, Supervisory Analyst, Due Diligence, Financial Statements &..., Customer Service - Cost..., Portfolio Design, Commodity Analysis, Team Leadership &..., Project Leadership &..., Investor & Government..., Presentations, Small Business, Client Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
MBA, Finance, Accounting
Dickinson College 1989 — 1993
BA, Political Science
McClain Finlon Advertising November 2005 - February 2008
Consolidated Graphics November 2003 - August 2005
TeleTech November 2002 - November 2003
Karsh\Hagan March 2001 - October 2001
T3 Advertising October 1999 - January 2001
Founders Asset Management November 1995 - October 1999
Education
Arapahoe Community College
Associates, Graphic Design & Illustration
FPS Trust Company, LLC May 2015 - Present
Charles Schwab January 2014 - May 2015
Charles Schwab February 2013 - January 2014
Broadridge Financial Solutions, Inc. January 2011 - February 2013
MG Trust Company, LLC March 2007 - January 2011
MG Trust Company, LLC January 2006 - March 2007
Founders Asset Management August 2003 - January 2006
Founders Asset Management August 2003 - January 2006
Founders Asset Management July 2002 - August 2003
Founders Asset Management October 2000 - July 2002
Skills
Mutual Funds, Portfolio Management, Investments, Financial Services, Securities, Management, Fund Accounting, Equities, Valuation, Leadership, Process Improvement, Risk Management, Product Management, Operations Management, Strategy, Trust, Corporate Trust, Qualified Retirement..., Outsourcing, IRAs, Relationship Management, Regulatory Affairs, Project Management, Team Leadership, Asset Management, Account Reconciliation, Retirement, Fund Administration, Corporate Actions, ETFs, Business Process..., Settlement, Business Analysis, Alternative Investments, 401k, Finance, Vendor Management, Analysis, Software Documentation, Business Process, Fund Of Funds, Business Requirements, Coaching
Education
Beloit College 1986 — 1990
BA, Literature and Creative Writing
Cannon Financial
Trust I, Trust II
Meridian Fund, Inc. February 2015 - Present
Keely Capital LLC January 2008 - Present
Borgen Investment Group January 2008 - Present
Janus Capital Group 1998 - 2007
Founders Asset Management 1989 - 1998
Skills
Investments, Portfolio Management, Asset Allocation, Equities, Mutual Funds, Private Equity, Alternative Investments, Investment Management, Equity Research, Hedge Funds, Bonds, ETFs, Series 7, Investment Strategies, Asset Management
Education
Colorado College 1985 — 1989
Bachelor of Arts, magna cum laude, Economics
Envestnet Asset Management June 2000 - Present
Founders Asset Management April 1994 - April 2000
Skills
Financial Analysis, Securities, Series 7, Financial Services, Mutual Funds, Series 6, Series 63, Corporate Finance, Equities, Investments, Portfolio Management, Asset Management, Bloomberg, Risk Management, Financial Modeling, Strategic Financial..., Asset Allocation, Relationship Management, Process Improvement, Retirement Planning, Banking, Finance
Education
Regis University 1998 — 2000
MBA, Finance/Accounting
Texas Christian University 1986 — 1990
BBA, Business Management
RK Capital Management February 2009 - Present
The Boston Company January 2007 - January 2009
Founders Asset Management January 2002 - December 2006
Founders Asset Management January 2000 - December 2001
Founders Asset Management May 1997 - December 1999
Education
University of Northern Colorado 1993 — 1997
Bachelor of Science in Business Administration, Finance
Transamerica March 2015 - Present
ALPS Fund Services, Inc. May 2012 - March 2015
Old Mutual Capital April 2006 - April 2012
Founders Asset Management September 1996 - April 2006
Invesco Funds Group January 1994 - September 1996
Skills
Mutual Funds, Securities, Investments, FINRA
Education
University of Phoenix 2000 — 2002
MBA, Business Administration
University of Phoenix 1995 — 1997
BSB/IS, Business and Information Systems
Joliet Junior College 1977 — 1978
ARS, Accounting
Incisive Marketing Communications, inc. 2010 - Present
Dreyfus Founders 1997 - 2000
Founders Asset Management 1982 - 1997
Oppenheimer Asset Management 1980 - 1982
Skills
Investments
Education
University of Colorado Boulder 1976 — 1980
BS, Finance
Bay Area Companies 2000 - Present
Bullis Purissima Elementary School Foundation 2010 - 2014
Founders Asset Management 1998 - 1999
Rosenberg Capital Management (RCM) 1995 - 1998
Credit Lyonais Securities / Smith New Court 1991 - 1994
Business International (a subsidiary of The Economist) 1990 - 1991
Skills
Investments, Mergers & Acquisitions, Fundraising, Start-ups, Marketing Communications, Portfolio Management, Business Strategy, Strategic Partnerships, Strategy, Venture Capital
Education
Cornell University 1989 — 1990
Graduate Studies, Mandarin Chinese
Cornell University 1984 — 1988
Bachelor of Arts (B.A.), Government and International Relations
Spruceview Capital Partners April 2014 - Present
Cole Real Estate Investments November 2010 - March 2014
Founders Asset Management May 1996 - December 2009
INVESCO Funds Group, Inc. February 1993 - May 1996
Education
Harvard Law School
Juris Doctor
University of Nebraska-Lincoln
BA, Political Science
USAA September 2012 - Present
Monticello Associates June 2010 - June 2012
The Boston Company Asset Management November 2001 - January 2009
Founders Asset Management 2001 - 2009
Delaware Investments, a member of the Macquarie Group February 2000 - November 2001
Berger Associates May 1997 - January 2001
Founders Asset Management 1994 - 1997
Education
Colorado State University
B.S., Finance
Laramie Senior High School
Laramie Senior High School
University of Colorado at Denver
M.S., Finance
HCM Investors, Inc. May 1996 - Present
Cambiar Investors September 1985 - August 1993
Founders Asset Management March 1981 - July 1985
Education
The George Washington University - School of Business 1977 — 1979
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1973 — 1977
BS, Business
Adams 12 Five Star Schools August 2014 - Present
Colorado Storm North June 2010 - Present
Amusement Advantage, Inc. November 2013 - March 2014
Founders Asset Management October 2001 - August 2002
Founders Asset Management September 1999 - October 2001
Founders Asset Management May 1997 - September 1999
Founders Asset Management June 1995 - May 1997
Founders Asset Management November 1994 - June 1995
Skills
Call Centers, Finance, Mutual Funds, Training
Education
University of Colorado Boulder 1990 — 1994
Bachelor of Science in Business Administration, Marketing
Bullseye Database Marketing June 2008 - Present
Founders Asset Management April 1995 - May 2006
Skills
Direct Marketing, Direct Mail, Database Marketing, Marketing Communications, Email Marketing, Marketing, Digital Marketing, Brand Development, Marketing Strategy, Brand Management, Strategic Planning, Strategy, Integrated Marketing, Advertising, Social Media Marketing
Education
University of Denver - Daniels College of Business 1991 — 1995
BSBA, International Business
Divine Savior Holy Angels 1987 — 1991
Trust Company of America Manager - AML Enhanced Due DiligenceCharles SchwabSeptember 2014 - Present
AIM Investments 2003 - 2006
Founders Asset Management 1994 - 2003
Education
University of Colorado at Denver 1996 — 1998
Masters of Science, Finance
University of Wisconsin-Whitewater 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Oconomowoc Senior High 1984 — 1987
Diploma, College Prep
New Hampton School September 2010 - Present
Brewster Academy November 2004 - June 2010
Founders Asset Management June 2002 - October 2004
Education
Grand Canyon University 2006 — 2009
Master of Arts (M.A.), Secondary Education and Teaching
University of New Hampshire 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government