Experience
EMPOWER Retirement  December 2013 - Present
Great-West Retirement Services  September 2012 - December 2013
Great-West Retirement Services  August 2011 - September 2012
Great-West Retirement Services  January 2011 - August 2011
Great-West Retirement Services  July 2008 - February 2011
Robert Half International  March 2008 - May 2008
Red Robin Gourmet Burgers  August 2005 - May 2008
Cheyenne Regional Medical Center  February 2007 - February 2007
Jackson Lake Lodge  May 2005 - August 2005

Skills
Customer Service, Sales, Spreadsheets, Business Planning, File Management, Human Resources, Online Research, System Administration, Series 63, Mutual Funds, Retirement, Series 6, Time Management, Investments, Management, Retirement Planning, Wealth Management

Education
University of Denver   2010 — 2014
Masters, Leadership & organizations / Project Management

University of Northern Colorado   2003 — 2007
Bachelor of Science, Business Administration; Management

Experience
EMPOWER Retirement  August 2012 - Present
Great-West Retirement Services  August 2010 - August 2012

Skills
Retirement, Relationship Management, 401k, Series 63, Pensions, Investments, Series 6, Employee Benefits, Financial Services, Wealth Management, Mutual Funds, Customer Service, Account Management, Retirement Planning, Asset Allocation, FINRA

Education
University of Nebraska-Lincoln   2003 — 2006
Theatre, English Literature, Business

Experience
Four Winds Interactive  January 2013 - Present
SDSE  September 2012 - January 2013
SDSE  December 2010 - September 2012
Navarro Research & Engineering  November 2009 - November 2010
Great West Retirement Services   June 2009 - November 2009
ANZ  January 2007 - July 2007
Stanford Sierra Camp and Conference Center   September 2004 - November 2006

Skills
Procurement, Project Management, Microsoft Office, Organization, Time Management, International Relations, International Trade, International Business..., International Finance, Managing Project Budgets, Performance Metrics, Contract Negotiation, Contract Management, Government Contracting, Code of Federal..., Risk Management, Risk Assessment, Project Risk, Project Analysis, Strategic Planning, Budgets, Process Improvement, Leadership, Financial Analysis, Management, Team Leadership, Microsoft Excel, Program Management, Government, Business Process...

Education
University of Denver - Daniels College of Business   2007 — 2009
MBA, International, 3.88

University of Denver - Joseph Korbel School of International Studies   2007 — 2009
MA, Global Finance, Trade & Economic Integration, 3.88

University of San Diego   2000 — 2004
BBA, Business Administration, 3.72

IECS Strasbourg ­ Université Robert Schuman   2003 — 2003
International Business

Experience
Tegrit Technologies   May 2013 - Present
Great-West Retirement Services  August 2007 - May 2013

Skills
401k, Retirement, Defined Benefit, Mutual Funds, Analysis, ECM, Integration, Project Management, Financial Reporting, Presentations, Report Writing, Technical Writing, Account Reconciliation, Customer Service, Consulting, Microsoft Excel, Interviews, Internal Communications, Regular Expressions, OnBase, Psigen, Microsoft Office, Series 6, Knowledge Management, PowerPoint, Proofreading, Quality Assurance, Quality Control, Visio

Education
University of Northern Colorado
Bachelor of Science (B.S.), Finance, General

Experience
Gould Construction Institute   December 2013 - Present
WinterWyman  September 2013 - November 2013
Great-West Retirement Services  December 2006 - January 2012
MetLife  January 1996 - December 2006
Concepts of Hair Gallery, Inc.   October 1986 - December 2000

Skills
Benefits Administration, 401k, Defined Benefit, Employee Benefits, PeopleSoft, Insurance, HRIS, Spreadsheets, Deferred Compensation, Health Insurance, Data Entry, ADP Payroll, New Hire Orientations, Life Insurance, Human Resources

Education
Sullivan and Cogliano Training Center   2013 — 2014
Master Certification Office Professional

Roxbury Community College   1996 — 2000
Associate Science, Liberal Arts

Tuskegee University   1982 — 1984
None, Business Administration and Management, General

Newton North High School   1979 — 1982
Diploma, College Prep

Experience
EMPOWER Retirement  January 2013 - Present
Great West Retirement Services   November 2011 - December 2012
Great West Retirement Services   November 2009 - November 2011
Putnam Investments  June 2008 - November 2009

Skills
Retirement Planning, Series 63, Mutual Funds, Retirement, 401k, Asset Allocation, Investments, Securities, Financial Services, Investment Strategies, FINRA, IRAs, Wealth Management, Defined Benefit, Relationship Management, Insurance, Life Insurance, Asset Managment, Alternative Investments, Series 7

Education
Southern New Hampshire University   2007 — 2009
Bachelor, Economics/Finance

Southern New Hampshire University
Bachelor's degree, Economics

Experience
American Beacon Advisors  July 2013 - Present
Milliman, Inc.   September 2011 - July 2013
Great West Retirement Services   April 2011 - August 2011
Ryder System, Inc.   July 2000 - January 2009
American Health & Life Insurance Company   July 1999 - July 2000
DR Horton  January 1999 - July 1999
American Health & Life   April 1991 - December 1998

Skills
Account Management, New Business Development, Marketing Communications, Budgets, Social Media, Lead Generation, Marketing, Sales

Education
Concorde Career College   2009 — 2011
Diploma

Tarrant County Junior College   1990 — 1991

The University of Texas at Arlington   1988 — 1989

Arlington High School   1984 — 1988
Diploma

Tarrant County Junior College

The University of Texas at Arlington

Experience
Great-West Retirement Services  January 1996 - Present

Education
University of Missouri-Columbia   1986 — 1990

University of Richmond   1986 — 1990

Experience
The Standard  April 2009 - Present
Great-West Retirement Services  October 2004 - April 2009
Invesco Aim  October 2000 - October 2004

Skills
Series 6, Defined Benefit, Series 63, Series 65, Bilingual-English/Spanis..., Manage Client..., Qualified Retirement..., Client Retention..., Asset Retention, Investment Advisory

Education
Sam Houston State University   1993 — 1996
Bachelor of Arts, Criminal Justice

University of Houston   1992 — 1993

Experience
FTJ Fund Choice, LLC   April 2004 - January 2007
Colonial Life  November 2002 - November 2003
Great West Retirement Services   April 1999 - October 2002

Skills
Employee Benefits, Insurance, Retirement Planning, 401k, Mutual Funds, Financial Services, Customer Service, Sales, Recruiting, Sales Operations, Account Management, Life Insurance, Marketing, Portfolio Management, Retirement, Finance, Microsoft Office, Fixed Annuities, Series 63, Pensions

Education
United States Military Academy at West Point   1985 — 1989
Foreign Area Studies

Experience
Great-West Retirement Services  June 1975 - December 2012

Skills
Retirement, 401k, Mutual Funds, Series 63, Defined Benefit, Series 7, Pensions, Series 6, Asset Allocation, Retirement Planning, Defined Contribution, Retirement Plan..., ERISA, FINRA, Qualified Retirement..., Fixed Annuities, IRAs, Investment Strategies, Investment Advisory, Series 24, Securities, Relationship Management, Wealth Management, Financial Services, Investments, Strategic Financial..., Asset Management, Uniform Combined State..., Financial Advisory, Employee Benefits, Executive Pay, Portfolio Management, Health Insurance, Investment Management, Equities, Insurance, Profit Sharing, Series 65, Financial Planners, Separately Managed..., 401k Rollovers, Roth IRA, Life Insurance, Alternative Investments, Estate Planning, Variable Annuities, Life & Health Insurance..., Fixed Income, Long-term Care, Financial Planning

Education
University of Colorado Boulder   1971 — 1975
BS, Business, Marketing, Finance

Royal High School   1968 — 1971

Experience
Cutloose Marketing & Passionate Home   October 2008 - Present
First Data Corporation  December 2009 - December 2010
Old Mutual Capital/Investment Partners   July 2006 - September 2008
Great-West Retirement Services  August 1998 - May 2005
Invesco  June 1992 - July 1998
INVESCO Retirement Services   June 1992 - July 1998

Skills
Public Speaking, Creative Strategy, Marketing Strategy, Direct Marketing, Product Marketing, Marketing, Integrated Marketing, Marketing Communications, Strategic Planning, Advertising, New Business Development, Marketing Management, Investments, Creative Direction, Strategy, Copywriting, Public Relations, Corporate Communications, Business Planning, Management, Strategic Communications, Leadership Development, Media Relations, Business Development, Leadership, Brand Management, CRM, Business Strategy, Market Planning, Sales, Product Development, Sales Operations, Email Marketing, Brand Development, Analysis, Social Media Marketing, Organizational..., Digital Marketing, Online Marketing, Lead Generation, Marketing Research, Competitive Analysis, Strategic Partnerships, Direct Mail, Online Advertising, Market Research, B2B Marketing, Contract Negotiation, Digital Strategy, Corporate Branding

Education
University of Colorado Boulder - Leeds School of Business   1977 — 1982
BS, Finance, Marketing, International Business

Graduate School of Banking, University of Colorado

Experience
The Retirement Advantage  January 2013 - Present
Great-West Retirement Services  May 2009 - January 2013
Great-West Retirement Services  January 2008 - July 2009

Skills
401k, Series 63, Retirement Plan..., Series 6, Retirement, Profit Sharing, Mutual Funds, Employee Benefits, Financial Services, IRAs, Investments, Pensions, Retirement Planning, ERISA, Defined Benefit, Defined Contribution

Education
University of Colorado at Boulder   2004 — 2007
Bachelor of Arts (B.A.), Mathematics, Economics

Experience
Voya Financial  September 2010 - Present
Great-West Retirement Services  April 2002 - March 2011

Skills
Series 6, Series 63, Defined Benefit, Pensions, Retirement, Asset Allocation, Investments, Retirement Planning, Strategic Financial..., Employee Benefits, Sales, Series 65

Education
Trinity University   1993 — 1997
BA, Economics

Experience
Great-West Retirement Services  January 2010 - Present
Old Mutual Capital  September 2008 - September 2009
Old Mutual  February 2006 - August 2008
American Century Investments  October 2004 - May 2005
American Century Investments  January 2000 - May 2005
American Century Investments  September 1996 - May 2005

Skills
Project Management, Business Strategy, Leadership, Operations Management, Customer Service, Mutual Funds, CRM, Management, Finance, Training, Sales, Investments, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Asset Allocation

Education
University of Rhode Island - College of Business Administration   1991 — 1995
Bachelor of Science, Management

Experience
SmartReach Digital  April 2015 - Present
SmartReach Digital  April 2014 - April 2015
Great-West Financial  October 2013 - April 2014
University of New Haven  January 2013 - September 2013
Great-West Retirement Services  November 2011 - October 2012
Northwestern Mutual  July 2011 - December 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Financial Analysis, Sports, Investments, Forecasting, Data Analysis, Project Planning, Marketing Strategy, Digital Marketing, Leadership, Social Media, Sales, Marketing

Education
University of New Haven   2013 — 2013
Master of Business Administration (M.B.A.), Sports Management

University of Denver - Daniels College of Business   2007 — 2011
B.S., Finance, Statistics

Experience
Rational Interaction  May 2015 - Present
American Marketing Association  2014 - Present
REI  October 2014 - May 2015
ESPN  June 2014 - January 2015
Rally America   April 2008 - October 2014
ESPN  June 2007 - June 2010
Iditarod Trail Committee   January 2008 - June 2008
Great-West Retirement Services  December 2000 - August 2006
Young Professionals International Network   2003 - 2006

Skills
Strategic Planning, Market Planning, Marketing Strategy, Sports Marketing, Marketing Communications, Event Planning, Event Management, Sponsorship, Social Media Marketing, Public Relations, Marketing, Social Media, Digital Marketing, New Business Development, Advertising, Account Management, Public Speaking, Business Planning, Brand Management, Product Development, Racing, Brand Development, Motorsports, Business Strategy, Strategy, Product Marketing, Integrated Marketing, Management, Media Relations

Education
University of Oregon   2006 — 2008
MBA, Warsaw Sports Marketing

University of Oregon - Charles H. Lundquist College of Business   2006 — 2008
MBA, Sports Marketing

Experience
Grant Thornton LLP  June 2015 - Present
Grant Thornton LLP  April 2014 - June 2015
OTR Global  September 2011 - April 2014
Artio Global Investors  April 2010 - April 2011
Great-West Retirement Services  April 2008 - April 2010
Irish Echo Newspaper   May 2004 - April 2008

Skills
Marketing Communications, Copywriting, Corporate Communications, InDesign, Social Media, Newsletters, Press Releases, Microsoft Excel, Writing, Marketing, Advertising, PowerPoint, Photoshop, Microsoft Word, Editing, Google Analytics, AP Style, Blogging, Integrated Marketing, Account Management, Digital Media, Event Coordination, Pagination, RFP, Event Planning

Education
SUNY New Paltz   2000 — 2004
Bachelor of Arts (B.A.), Journalism

Experience
Lady Bird Johnson Wildflower Center  April 2015 - Present
Camp Young Judaea-Texas  July 2012 - Present
Lady Bird Johnson Wildflower Center, The University of Texas at Austin   January 2012 - Present
Texas Hillel Foundation  September 2013 - May 2015
Front Steps, Inc  November 2010 - April 2011
Great-West Retirement Services  October 2002 - March 2010
City of Austin  December 1991 - July 2002
City of Austin, Deferred Compensation Committee   January 1981 - August 1999
City of Austin  June 1979 - December 1991

Skills
Non-profits, Strategic Planning, Investments, Budget, Analysis, Community Outreach, Budgets, Fundraising, Policy, Business Planning, Program Management, Government, Leadership, Nonprofits, Management, Human Resources, Public Policy, Project Planning, Strategy, Research, CRM, Volunteer Management, Public Speaking, Team Building, Leadership Development, Negotiation, Recruiting, Grants, Editing, New Business Development, Customer Service, Sales, Program Development, Accounting, Process Improvement, Public Relations, Coaching, Project Management

Education
The University of Texas at Austin - The LBJ School of Public Affairs   1978 — 1980
Masters in Public Affairs, Public Administration, Financial Managment

Syracuse University   1974 — 1978
BA, Economics and Political Science

Experience
Waddell & Reed  January 2015 - Present
Great-West Retirement Services  December 2007 - December 2010
KeyBank  December 1998 - May 2001
The Navigators  July 1984 - April 1998

Skills
Public Speaking, Contract Negotiation, Vendor Relationships, Participant Education, Communication, Client Service Oriented, Project Management, Long Term Relationship..., Microsoft Office, Series 6, Mutual Funds, Financial Services, Retirement Planning, Client Services, Training, Employee Benefits, Investments, CRM

Education
Truman State University

Experience
Great-West Retirement Services  May 2014 - Present
Montana Health Solutions   2010 - 2013
OppenheimerFunds, Inc.   2001 - 2009
OppenheimerFunds, Inc.   2000 - 2001
OppenheimerFunds, Inc.   1998 - 2000
OppenheimerFunds, Inc.   1997 - 1998

Skills
Team Building, Finance, Budgets, Project Management, Visio, Requirements Analysis, PowerPoint, Unix, Access, SQL, Microsoft Excel, Databases, Call Centers, Time Management, Call Center, Customer Service, Mutual Funds, Microsoft Word, Banking, Process Improvement, Business Analysis

Education
The University of New Mexico   1989 — 1994
Bachelor of Arts (B.A.), Major: Biology Minor: English

Experience
Cedar Partners ltd   March 2008 - Present
Great-West Retirement Services  October 2006 - March 2008
MetLife  July 1999 - October 2006

Skills
Series 7, Asset Management, Investments, Equities, Asset Managment, Mutual Funds, Alternative Investments, Series 63, Pensions, Marketing, Asset Allocation, 401k

Education
University of Colorado Boulder   1994 — 1999

University of Colorado Boulder   1994 — 1999
BS

Experience
Institute for Enterprise Ethics   May 2011 - November 2013
Great-West Retirement Services  February 2007 - May 2011
ING  February 2004 - February 2007
Ferris, Baker Watts  June 2002 - September 2003

Skills
Marketing Communications, Event Management, Customer Service, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Account Management, Project Management, Outlook, Fundraising, Leadership, Event Planning, Marketing

Education
University of Colorado at Boulder   1995 — 2000
BA, Psychology and Business

Experience
VALIC  November 2010 - Present
Great West Retirement Services   2005 - 2010
Amsouth and NBC Investment Services   2001 - 2005
New York Life Insurance Company  1998 - 2001
WMC-TV  1993 - 1998

Skills
Financial Planning, Retirement Planning, Investment Advisory, Life Insurance, Long Term Care Insurance, Mutual Funds, Variable Annuities, Fixed Annuities, 529 Plans, Stocks, Financial Advisory

Education
The University of Memphis   1991 — 1993
Bachelor of Arts (B.A.), Communication and Media Studies

University of Maryland College Park   1989 — 1991
Communication and Media Studies

Experience
AFS 401(k) Retirement Services, LLC   January 2012 - Present
401kCo   July 2006 - January 2012
The Compensation Design Corporation   November 2002 - June 2006
Great-West Retirement Services  July 2001 - November 2002
ProWashers   January 1999 - November 2000
University Painters  February 1998 - December 1998

Skills
401k, Retirement Planning, Retirement Plan..., ERISA, Investment Management, Retirement, Defined Benefit, Investments, Strategic Financial..., Pensions, Series 63, Series 7, Series 6, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, FINRA, Fiduciary Management, Oversight

Education
University of Richmond   1997 — 2001
BA, Business and Leadership

Experience
Transamerica Retirement Solutions  2000 - Present
Great-West Retirement Services  1998 - 2000

Skills
Series 63, 401k, Retirement, Mutual Funds, Asset Allocation, Investments, Investment Advisory, Series 7, Series 6, Retirement Plan..., Fixed Annuities, Retirement Planning, Qualified Retirement..., Separately Managed..., Profit Sharing

Education
The University of Kansas   1994 — 1997

Experience
Great-West Retirement Services  August 2013 - Present
Transamerica Retirement Services (Aegon subsidiary)   January 2010 - August 2013
Transamerica Retirement Services  February 2008 - January 2010
Transamerica  April 2005 - February 2008

Skills
Series 63, Retirement, 401k, Mutual Funds, Retirement Planning, Pensions, Series 6, Investments, Asset Allocation, Profit Sharing, 401k Rollovers, Sales, Securities, Wealth Management, Financial Advisory, Qualified Retirement...

Education
University of California, Santa Barbara   2000 — 2005
Bachelor of Science (B.Sc.), Economics

Experience
James Hardie Building Products  February 2012 - Present
Great West Retirement Services   February 2010 - February 2012
Edward Jones  March 2009 - February 2010
Healthways  September 2004 - May 2008
Johnson & Johnson  January 2003 - September 2004
Johnson & Johnson  December 1999 - December 2002

Skills
Account Management, Management, Customer Service, Sales, Strategic Planning, Business Development, Training, CRM, Team Building, Marketing, Financial Analysis, Leadership, Budgets, Coaching, Process Improvement, Salesforce.com, New Business Development, Microsoft Excel, Strategy, Business Analysis, Negotiation, Contract Negotiation

Education
University of South Carolina Upstate   1994 — 1999

Experience
R&A Home Care LLC   April 2010 - Present
Thomson Reuters (Lipper)   December 2008 - September 2010
Great-West Retirement Services  February 2008 - May 2008
Kamor Shipping Services   March 2007 - January 2008
Strategic Capital Advisers   June 2005 - December 2006
Wells Fargo Bank  January 2004 - May 2006

Skills
Financial Analysis, Analysis, Forecasting, Financial Modeling, Banking, Sales, Finance, Portfolio Management, Investments, Negotiation, Financial Services, Mutual Funds, Business Analysis, Process Improvement, Project Management, Strategic Planning, Time Management, Data Analysis, Business Process, Microsoft Office, Accounting, Hand Knitting, Cooking, Strategy, Project Planning, Marketing

Education
University of Colorado at Denver   2009 — 2013
MBA, Master of Business Administration with Accounting

University of Colorado Denver   2002 — 2006
Business, Finance and International Business (Dual Bachelor Degree)

Experience
ViaSat  January 2012 - Present
WildBlue Communications  January 2008 - December 2011
Wild Blue Communications   January 2008 - December 2011
Echostar  2006 - 2008
Great West  1999 - 2003
Great West Life  1999 - 2003
Great-West Retirement Services  1999 - 2003

Skills
Weblogic, Unix, Solaris, LDAP, System Administration, Linux, Perl, Shell Scripting, DNS, Oracle, Red Hat Linux, SQL, VMware, TCP/IP, Unix Shell Scripting, Troubleshooting

Education
University of Phoenix

University of Wyoming

Experience
Lockton Companies  December 2014 - Present
Lockton Companies  August 2013 - December 2014
Lockton Companies  November 2012 - August 2013
Gardner & White  March 2008 - November 2012
Great-West Retirement Services  2006 - 2008
Investment Advisor Representative / Financial Advisor   2002 - 2006
US Toy  1999 - 2002

Skills
Project Management, HRIS, Qualified Retirement..., Non-Qualified Deferred..., Health Insurance, Group Benefit Plans, Executive Pay, Risk Management, Employee Benefit Plan..., Wellness Programs, Compensation, Benefits Administration, 401k, Employee Benefits, Insurance, Investments, Human Resources, Deferred Compensation, Retirement, Pensions, Management, Employee Wellness, Life Insurance

Education
University of Missouri-Kansas City
Bachelors Degree

Experience
City of Aurora, City Attorney's Office   June 2012 - Present
WHITE AND STEELE  August 2010 - June 2012
Great-West Retirement Services  1998 - 2007

Skills
Civil Litigation, Litigation, Legal Writing, Legal Research, Commercial Litigation, Criminal Law

Education
University of Denver   2006 — 2009
Juris Doctorate, Law

University of Denver - Sturm College of Law   2006 — 2009
Juris Doctorate

Experience
Private Photography Company   July 2009 - Present
My Pet's Vet  September 2009 - September 2010
Great-West Retirement Services  December 2008 - September 2009
Williams-Sonoma, Inc.   November 2004 - January 2008
Arlington Park Racetrack   May 2007 - August 2007
Arlington Park Racetrack   July 2006 - September 2006
Arlington Park Racetrack   May 2006 - August 2006

Education
University of Illinois at Urbana-Champaign   2004 — 2008
Bachelor's of Science, Business Administration, Marketing

Experience
VCPI  April 2012 - Present
CNH  November 2009 - March 2012
Tek Systems  April 2009 - December 2009
Symmetry  May 2007 - July 2008
Great-West Retirement Services  August 2006 - May 2007
AXA Advisors  May 2003 - July 2006
United States Bowling Congress  September 1996 - April 2003
Bowling Inc.   1996 - 2003
Quarles & Brady LLP  August 2002 - October 2002

Skills
Servers, Tape Backup, Netbackup, Tape Libraries

Education
University of Nebraska-Lincoln   1991 — 1996

Experience
Great-West Retirement Services  Retirement Benefit AnalystOPERSOctober 2001 - April 2007

Education
University of Oklahoma   1999 — 2001
Masters of Music, Saxophone Performance

University of Oklahoma   1994 — 1999
Bachelor of Musical Arts, Music, Business

Experience
Peak Benefits, LLC   August 2014 - Present
Pantry Pure, LLC   2007 - Present
James K. Kreutz & Associates, P.C.   2008 - September 2013
Greenwood Athletic and Tennis Club  January 2001 - November 2011
Great-West Retirement Services  June 2003 - September 2005
OppenheimerFunds  January 1996 - October 2000
OppenheimerFunds, Inc  January 1995 - October 2000
Pitney Bowes  January 1993 - January 1995

Skills
Advertising, Management, Leadership, Public Relations, Strategy, Marketing Strategy, Marketing, Investments, Customer Service, Marketing Communications, Program Management, Sales, Public Speaking, Research

Education
University of Colorado Boulder - Leeds School of Business   1989 — 1993
B.S., Marketing

University of Colorado Boulder   1989 — 1992
B.S., Business Marketing

of Cherry Creek High School   1985 — 1989
High School

Experience
Great-West Retirement Services  July 1998 - Present

Education
University of Denver
BSBA, General Business

Experience
EMPOWER Retirement  January 2012 - Present
Great-West Retirement Services  December 2006 - January 2012
MetLife Financial Services  January 2003 - December 2006

Skills
401k, Retirement Planning, Retirement, Series 6, Series 63, Employee Benefits

Education
University of Missouri-Columbia, College of Business   2000 — 2002
MBA

Experience
Johnson Controls  June 2010 - Present
Great-West Retirement Services  2004 - 2009
Wells Fargo  1998 - 2003
Emjay Corporation  1989 - 1998

Education
University of Iowa
BBA, Finance, Marketing

University of Wisconsin-Milwaukee
Masters, Accounting

Experience
EMPOWER Retirement  January 2015 - Present
Great-West Retirement Services  April 2010 - January 2015
John Hancock Life Insurance Company (U.S.A.)   August 1996 - March 2010
John Hancock  August 1996 - February 2010

Skills
Profit Sharing, Retirement Plan..., 401k, Fixed Annuities, Mutual Funds, Series 63, Defined Contribution, Retirement, ERISA, Series 7, Retirement Planning, IRAs, Wealth Management, Pensions, Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Insurance, Health Insurance, Fiduciary, Portfolio Management, Life Insurance, Term Life Insurance, ETFs, Securities, Asset Allocation, Asset Management, Financial Services, Wealth, Investment Strategies, Series 65, Separately Managed..., Executive Pay, Employee Benefits, Relationship Management, Investment Management, Qualified Retirement..., Series 24, Wealth Management..., Alternative Investments, Financial Planners, Long-term Care, 401k Rollovers, Estate Planning, Variable Annuities

Education
Texas A&M University   1990 — 1993
BA, English

Experience
Great-West Retirement Services  December 2006 - Present
MetLife  September 1989 - December 2006

Skills
Retirement, Actuarial Science, 401k, Fixed Annuities, Retirement Plan..., Defined Benefit, Pensions, ERISA, Retirement Planning, Defined Contribution, Profit Sharing, Microsoft Office, Microsoft Excel, Employee Benefits

Education
Stevens Institute of Technology
B.S. and Graduate School, Mathematics, National Science Foundation Scholarship for Graduate School

Experience
Great-West Retirement Services  January 1987 - Present

Skills
Lawyer, Legislative and..., Frequent speaker on..., 401k, Plan Design, Pensions, Retirement, Mutual Funds, Defined Benefit, Retirement Planning, Series 63, ERISA, Series 6, Business Planning, Investments, Series 7, Financial Services, Fixed Annuities, Retirement Plan..., IRAs, Defined Contribution, Profit Sharing, FINRA, Qualified Retirement..., Asset Allocation, Securities, Investment Advisory, Series 24, Uniform Combined State..., Employee Benefits, Investment Strategies, Executive Pay, Wealth Management, Fiduciary, Series 65, Financial Advisory, Asset Management, Alternative Investments, Strategic Financial..., Non-Qualified Deferred..., Fiduciary Services, Insurance, Life Insurance, ESOP, Relationship Management, Investment Advisory..., Investment Management, 457 Plans, 403 b, Securities Regulation

Education
University of Denver   1986 — 1989
Master of Laws Taxation, Taxation

University of Denver - Sturm College of Law   1983 — 1986
Juris Doctor, Law

Experience
Great-West Retirement Services  September 2014 - Present
Nelnet  August 2013 - June 2014

Skills
Investments, Mutual funds, Pensions, Portfolio Management, Wealth Management, Team-oriented, Fixed Annuities, Variable Annuities

Education
The University of Texas at Austin   1994 — 1997
Bachelor of Business Administration (BBA), Finance, General, 3.28