ICON Advisers
Description
Address: 5299 DTC Blvd # 1200, Greenwood Village, CO 80111 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (800) 828-4881Place name: : Category: : Hours: : Website: : : : Website: https://iconadvisers.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Icon Funds Posting publicly on the Web Write a review Reviews Be the first to review
ICON Advisers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ICON Advisers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
ICON Advisers Salaries. You can even request information on how much does ICON Advisers pay if you want to. Learn about salaries, pros and cons of working for ICON Advisers directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
57 ICON Advisers employees in database. Find out everything there's to know about ICON Advisers employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
ICON Advisers Employees
Employee
Years
Job
Industry
Kellen Petersen Kellen Petersen's ICON Advisers Experience November 2014 - Present
Job Product Development at ICON Advisers
Industry Financial Services
Experience
ICON Advisers November 2014 - Present
ICON Advisers April 2013 - November 2014
Media Plus March 2013 - March 2013
Hail Varsity July 2012 - March 2013
Huskers Illustrated June 2010 - June 2012
Skills
Sales, Advertising, Marketing, Facebook, Social Media Marketing, Social Media, Customer Service, Adobe Creative Suite, Photography, Microsoft Office, Social Networking, Press Releases, Portrait Photography, Twitter, Vector Illustration, Photo Manipulation, Adobe Bridge, Garageband, Mac OS X, Google Analytics, Google Alerts, Apple Safari, Google Chrome, Firefox, Final Cut Express, iTunes, Fonts, Playstation 3, Networking, Project Management, Creativity Skills, Innovator, Skype, Series 6, Series 7
Education
University of Nebraska-Lincoln 2009 — 2012
Bachelor of Journalism, Advertising, 3.4
Southeast Community College 2007 — 2009
Associate's degree, Business/Marketing
ICON Advisers November 2014 - Present
ICON Advisers April 2013 - November 2014
Media Plus March 2013 - March 2013
Hail Varsity July 2012 - March 2013
Huskers Illustrated June 2010 - June 2012
Skills
Sales, Advertising, Marketing, Facebook, Social Media Marketing, Social Media, Customer Service, Adobe Creative Suite, Photography, Microsoft Office, Social Networking, Press Releases, Portrait Photography, Twitter, Vector Illustration, Photo Manipulation, Adobe Bridge, Garageband, Mac OS X, Google Analytics, Google Alerts, Apple Safari, Google Chrome, Firefox, Final Cut Express, iTunes, Fonts, Playstation 3, Networking, Project Management, Creativity Skills, Innovator, Skype, Series 6, Series 7
Education
University of Nebraska-Lincoln 2009 — 2012
Bachelor of Journalism, Advertising, 3.4
Southeast Community College 2007 — 2009
Associate's degree, Business/Marketing
Geoffrey Jarocki Geoffrey Jarocki's ICON Advisers Experience July 2014 - Present
Job Regional Vice President at ICON Advisers
Industry Financial Services
Experience
ICON Advisers July 2014 - Present
Pioneer Investments January 2004 - June 2014
Pioneer Investments 2000 - January 2004
Pioneer Investments 1999 - 2000
Pioneer Investments August 1998 - August 1999
Skills
Sales, Customer Service, Customer Retention, Series 65, Variable Annuities, Separately Managed..., Meeting Scheduling, Territory Development
Education
University of Maine 1993 — 1998
Bachelor of Business Administration (BBA), Marketing
ICON Advisers July 2014 - Present
Pioneer Investments January 2004 - June 2014
Pioneer Investments 2000 - January 2004
Pioneer Investments 1999 - 2000
Pioneer Investments August 1998 - August 1999
Skills
Sales, Customer Service, Customer Retention, Series 65, Variable Annuities, Separately Managed..., Meeting Scheduling, Territory Development
Education
University of Maine 1993 — 1998
Bachelor of Business Administration (BBA), Marketing
Richard Healey Richard Healey's ICON Advisers Experience August 2013 - October 2014
Job Consultant
Industry Financial Services
Experience
ICON Advisers August 2013 - October 2014
Allianz Life January 2008 - December 2010
Jackson National Life 2004 - 2008
INVESCO Funds Group 1997 - 2003
LGT Asset Management, GT Global Inc 1996 - 1998
The Boston Company 1993 - 1996
Skills
Series 7, Mutual Funds, Separately Managed..., Fixed Annuities, Investments, Series 63, Wealth Management, Financial Services, Series 6, Retirement Planning, Retirement, Asset Management, Strategic Financial..., Alternative Investments, Series 65, FINRA, Insurance, Estate Planning, Life Insurance, Variable Annuities, 401k, Series 24, Asset Allocation, Long-term Care, Hedge Funds, ETFs, Uniform Combined State..., Investment Management, Disability Insurance, IRAs, Investment Advisory, Investment Strategies, Long Term Care Insurance, Securities, Portfolio Management, Financial Planning
Education
Franklin & Marshall College 1972 — 1976
BA, Economics
ICON Advisers August 2013 - October 2014
Allianz Life January 2008 - December 2010
Jackson National Life 2004 - 2008
INVESCO Funds Group 1997 - 2003
LGT Asset Management, GT Global Inc 1996 - 1998
The Boston Company 1993 - 1996
Skills
Series 7, Mutual Funds, Separately Managed..., Fixed Annuities, Investments, Series 63, Wealth Management, Financial Services, Series 6, Retirement Planning, Retirement, Asset Management, Strategic Financial..., Alternative Investments, Series 65, FINRA, Insurance, Estate Planning, Life Insurance, Variable Annuities, 401k, Series 24, Asset Allocation, Long-term Care, Hedge Funds, ETFs, Uniform Combined State..., Investment Management, Disability Insurance, IRAs, Investment Advisory, Investment Strategies, Long Term Care Insurance, Securities, Portfolio Management, Financial Planning
Education
Franklin & Marshall College 1972 — 1976
BA, Economics
Chris Paydock Chris Paydock's ICON Advisers Experience December 2004 - October 2008
Job Financial Advisor at National Planning Corporation
Industry Investment Management
Experience
National Planning Corporation (NPC) January 2014 - Present
Curian Capital October 2008 - January 2014
ICON Advisers December 2004 - October 2008
Lockwood Advisors 2003 - 2004
McDonald Investments/Keybank 1999 - 2003
Skills
Series 63, Mutual Funds, Securities, Investments, Alternative Investments, Retirement Planning, Separately Managed..., Asset Allocation, Wealth Management, Asset Management, Investment Advisory, 401k, Series 7, Long-term Care, ETFs, Uniform Combined State..., Series 65, FINRA
Education
Bowling Green State University
Bachelor of Science (BS) Economics, Economics / Finance
St. Edward H.S.
National Planning Corporation (NPC) January 2014 - Present
Curian Capital October 2008 - January 2014
ICON Advisers December 2004 - October 2008
Lockwood Advisors 2003 - 2004
McDonald Investments/Keybank 1999 - 2003
Skills
Series 63, Mutual Funds, Securities, Investments, Alternative Investments, Retirement Planning, Separately Managed..., Asset Allocation, Wealth Management, Asset Management, Investment Advisory, 401k, Series 7, Long-term Care, ETFs, Uniform Combined State..., Series 65, FINRA
Education
Bowling Green State University
Bachelor of Science (BS) Economics, Economics / Finance
St. Edward H.S.
Mick Kuehn, CFA Mick Kuehn, CFA's ICON Advisers Experience 2008 - Present
Job Portfolio Manager at ICON Advisers
Industry Investment Management
Experience
ICON Advisers 2008 - Present
ICON Advisers 2007 - 2008
ICON Advisers 2006 - 2007
Thrivent Financial 2004 - 2006
The Murrayhill Company 2003 - 2004
The Murrayhill Company 2002 - 2003
The Murrayhill Company 2002 - 2002
FactSet Research Systems 2001 - 2002
FactSet Research Systems 2000 - 2001
FactSet Research Systems 1999 - 2000
Skills
Factset, Bloomberg, Visual Basic, Excel, Charles River, Microsoft Office, Compustat, Worldscope, First Call, IBES, Access, Equities, Equity Research, Equity Valuation, International Management, Emerging Markets, Economics, CFA, MBA, MBA Finance, Asia, Asia Pacific, Latin America, Screening, Performance Attribution, Attribution, Financial Analysis, Financial Modeling, Financial Management, Financial Markets, Group Presentations, Portfolio Management, Series 7, Series 66
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business
Bachelor's Degree
ICON Advisers 2008 - Present
ICON Advisers 2007 - 2008
ICON Advisers 2006 - 2007
Thrivent Financial 2004 - 2006
The Murrayhill Company 2003 - 2004
The Murrayhill Company 2002 - 2003
The Murrayhill Company 2002 - 2002
FactSet Research Systems 2001 - 2002
FactSet Research Systems 2000 - 2001
FactSet Research Systems 1999 - 2000
Skills
Factset, Bloomberg, Visual Basic, Excel, Charles River, Microsoft Office, Compustat, Worldscope, First Call, IBES, Access, Equities, Equity Research, Equity Valuation, International Management, Emerging Markets, Economics, CFA, MBA, MBA Finance, Asia, Asia Pacific, Latin America, Screening, Performance Attribution, Attribution, Financial Analysis, Financial Modeling, Financial Management, Financial Markets, Group Presentations, Portfolio Management, Series 7, Series 66
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business
Bachelor's Degree
Matthew Nofziger's ICON Advisers Experience April 2011 - December 2014
Job Regional Vice President
Industry Financial Services
Experience
Transamerica August 2015 - Present
Strategies LLC January 2015 - May 2015
ICON Advisers April 2011 - December 2014
ICON Advisers July 2006 - March 2011
Jackson National Life May 2004 - July 2006
Jackson National Life February 2003 - May 2004
Jackson National Life January 2001 - February 2003
Janus Capital Group February 2000 - January 2001
Education
Regis University
Master of Business Administration (M.B.A.)
Goshen College
Bachelor's Degree
Universitat de Barcelona
University of Missouri-Rolla
Transamerica August 2015 - Present
Strategies LLC January 2015 - May 2015
ICON Advisers April 2011 - December 2014
ICON Advisers July 2006 - March 2011
Jackson National Life May 2004 - July 2006
Jackson National Life February 2003 - May 2004
Jackson National Life January 2001 - February 2003
Janus Capital Group February 2000 - January 2001
Education
Regis University
Master of Business Administration (M.B.A.)
Goshen College
Bachelor's Degree
Universitat de Barcelona
University of Missouri-Rolla
Stephen Cheek's ICON Advisers Experience 2004 - 2006
Job Area Senior Vice President, Institutional Investment & Fiduciary Services, Arthur J. Gallagher & Co.
Industry Financial Services
Experience
Arthur J. Gallagher & Co. May 2011 - Present
DeMarche Associates Inc 2008 - 2010
ICON Advisers 2004 - 2006
Hartford Life 2000 - 2004
Skills
Investments, Alternative Investments, Institutional, Endowments, Client Retention, Asset, Asset Allocation, 401k, Asset Management, Investment Advisory, Retirement, Pensions, Defined Benefit, ETFs, Fixed Income, Securities, ERISA, Hedge Funds, Plan Design, Consultative Selling, Employee Benefits, Funding, Compliance, Risk Management, New Business Development, Sales Management, Capital Markets, Equities, Defined Contribution, Series 63, Selling, Financial Advisory, Business Planning, Investment Management, Relationship Management, Retirement Planning, Investment Strategies, Fixed Annuities, Mutual Funds, Bloomberg, Financial Services, Business Development, Portfolio Management, Customer Retention, Asset Managment, Strategic Financial..., Series 7, Pension Funds, Financial Analysis, Bonds
Education
Northwestern University 2005 — 2005
Public Finance
Universität zu Köln 1981 — 1981
International Finance
Penn State University 1977 — 1981
BS, Finance, Economics
Arthur J. Gallagher & Co. May 2011 - Present
DeMarche Associates Inc 2008 - 2010
ICON Advisers 2004 - 2006
Hartford Life 2000 - 2004
Skills
Investments, Alternative Investments, Institutional, Endowments, Client Retention, Asset, Asset Allocation, 401k, Asset Management, Investment Advisory, Retirement, Pensions, Defined Benefit, ETFs, Fixed Income, Securities, ERISA, Hedge Funds, Plan Design, Consultative Selling, Employee Benefits, Funding, Compliance, Risk Management, New Business Development, Sales Management, Capital Markets, Equities, Defined Contribution, Series 63, Selling, Financial Advisory, Business Planning, Investment Management, Relationship Management, Retirement Planning, Investment Strategies, Fixed Annuities, Mutual Funds, Bloomberg, Financial Services, Business Development, Portfolio Management, Customer Retention, Asset Managment, Strategic Financial..., Series 7, Pension Funds, Financial Analysis, Bonds
Education
Northwestern University 2005 — 2005
Public Finance
Universität zu Köln 1981 — 1981
International Finance
Penn State University 1977 — 1981
BS, Finance, Economics
Andra Purkalitis Andra Purkalitis's ICON Advisers Experience February 2002 - May 2005
Job Chief Executive Officer North America at Aviva Investors
Industry Financial Services
Experience
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
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
Chanida Clarkston's ICON Advisers Experience November 2006 - August 2011
Job Software Engineer at IP Commerce
Industry Computer Software
Experience
IP Commerce November 2014 - Present
Black Knight Financial Services Data & Analytics October 2012 - November 2014
CenturyLink August 2011 - July 2012
ICON Advisers November 2006 - August 2011
FOCI February 2006 - October 2006
Medical Simulation Corporation December 2004 - February 2006
Colorado State University September 2002 - December 2004
Skills
C# 4.0, JavaScript, .NET, jQuery, Ext JS, Microsoft SQL Server, TFS, ADO.NET, Entity Framework, LINQ, AJAX, XML, Web Services, Web Applications, ASP.NET MVC, Web Services API, Agile Methodologies, C#
Education
Regis University 2000 — 2002
Master of Science (M.S.), Computer Information System
University of Colorado Colorado Springs 1997 — 2000
BA, Biology/Computer Science
IP Commerce November 2014 - Present
Black Knight Financial Services Data & Analytics October 2012 - November 2014
CenturyLink August 2011 - July 2012
ICON Advisers November 2006 - August 2011
FOCI February 2006 - October 2006
Medical Simulation Corporation December 2004 - February 2006
Colorado State University September 2002 - December 2004
Skills
C# 4.0, JavaScript, .NET, jQuery, Ext JS, Microsoft SQL Server, TFS, ADO.NET, Entity Framework, LINQ, AJAX, XML, Web Services, Web Applications, ASP.NET MVC, Web Services API, Agile Methodologies, C#
Education
Regis University 2000 — 2002
Master of Science (M.S.), Computer Information System
University of Colorado Colorado Springs 1997 — 2000
BA, Biology/Computer Science
Tim Howell's ICON Advisers Experience March 2007 - September 2008
Job Financial Advisor, KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation March 2014 - Present
Wells Fargo Advisors LLC February 2012 - January 2014
Equinox Distributors February 2009 - November 2011
ICON Advisers March 2007 - September 2008
Protective Life January 2006 - January 2008
New York Life 2004 - 2006
Lincoln Financial Distributors 2000 - 2004
SunAmerica 1999 - 2000
Skills
Series 7, Mutual Funds, Annuities, Hedge Funds, Alternative Investments, Investments, Financial Markets, Managed Accounts, Managed Futures, Wholesaling, Public Speaking, Series 66, Insurance, Fixed Annuities, Strategic Financial..., 401k, Wholesale, Uniform Combined State..., Retirement Planning, Managing Accounts, Portfolio Management, Estate Planning, Wealth Management..., Retirement, Financial Services, Financial Planning, Wealth Management
Education
Temple University - Fox School of Business and Management 1993 — 1996
BBA, Economics
Girard College 1983 — 1991
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kades-Margolis Corporation March 2014 - Present
Wells Fargo Advisors LLC February 2012 - January 2014
Equinox Distributors February 2009 - November 2011
ICON Advisers March 2007 - September 2008
Protective Life January 2006 - January 2008
New York Life 2004 - 2006
Lincoln Financial Distributors 2000 - 2004
SunAmerica 1999 - 2000
Skills
Series 7, Mutual Funds, Annuities, Hedge Funds, Alternative Investments, Investments, Financial Markets, Managed Accounts, Managed Futures, Wholesaling, Public Speaking, Series 66, Insurance, Fixed Annuities, Strategic Financial..., 401k, Wholesale, Uniform Combined State..., Retirement Planning, Managing Accounts, Portfolio Management, Estate Planning, Wealth Management..., Retirement, Financial Services, Financial Planning, Wealth Management
Education
Temple University - Fox School of Business and Management 1993 — 1996
BBA, Economics
Girard College 1983 — 1991
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Lesley Caviness Lesley Caviness's ICON Advisers Experience January 2010 - Present
Job Business Professional Specializing in Real Estate Sales and Accounting in the Metro Denver Area.
Industry Accounting
Experience
ICON Advisers January 2010 - Present
Seasons Real Estate Group, LLC June 2008 - Present
Carlson Marketing February 2000 - September 2007
PricewaterhouseCoopers September 1996 - February 2000
Oppenheimer & Co. 1988 - 1991
Education
Kaplan Real Estate School 2007 — 2008
Colorado Real Estate License, Real Estate
Colorado State University, Graduate Program 1995 — 1996
MS, Accounting
Colorado State University 1984 — 1988
BA, Finance
ICON Advisers January 2010 - Present
Seasons Real Estate Group, LLC June 2008 - Present
Carlson Marketing February 2000 - September 2007
PricewaterhouseCoopers September 1996 - February 2000
Oppenheimer & Co. 1988 - 1991
Education
Kaplan Real Estate School 2007 — 2008
Colorado Real Estate License, Real Estate
Colorado State University, Graduate Program 1995 — 1996
MS, Accounting
Colorado State University 1984 — 1988
BA, Finance
Jerry Paul CFA Jerry Paul CFA's ICON Advisers Experience July 2013 - Present
Job Senior Vice President Fixed Income Portfolio Manager at ICON Advisers
Industry Investment Management
Experience
ICON Advisers July 2013 - Present
Consulting October 2012 - Present
Western Alliance Bancorporation May 2012 - October 2012
Belle River March 2011 - April 2012
Essential Investment Partners, LLC January 2009 - March 2011
Quixote Capital Management January 2002 - January 2009
INVESCO 1994 - 2002
Stein Roe and Farnham 1987 - 1992
Century Life of America June 1976 - May 1987
Skills
Fixed Income Management, Absolute Return..., Wealth Management, Fixed Income Research, Private Wealth..., Portfolio Management, Alternative Investments, High Yield, Personnel Leadership, Investments, Asset Management, Fixed Income, Hedge Funds, Mutual Funds, Institutional, Asset Allocation, Fundraising, Non-profit Development, Asset Managment, Wealth Management..., Absolute Return, Fixed Income Analysis, Investment Management, Leadership, Bonds, Securities, Board of Director..., Separately Managed..., Investment Strategies, Board of Directors, Private Equity, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Advisory, Funding, Strategy, Bloomberg, Credit, Investment Advisory, Series 7, Equities, Institutional...
Education
University of Northern Iowa 1976 — 1982
MBA, Management
University of Iowa 1974 — 1976
BBA, Accounting/Finance
ICON Advisers July 2013 - Present
Consulting October 2012 - Present
Western Alliance Bancorporation May 2012 - October 2012
Belle River March 2011 - April 2012
Essential Investment Partners, LLC January 2009 - March 2011
Quixote Capital Management January 2002 - January 2009
INVESCO 1994 - 2002
Stein Roe and Farnham 1987 - 1992
Century Life of America June 1976 - May 1987
Skills
Fixed Income Management, Absolute Return..., Wealth Management, Fixed Income Research, Private Wealth..., Portfolio Management, Alternative Investments, High Yield, Personnel Leadership, Investments, Asset Management, Fixed Income, Hedge Funds, Mutual Funds, Institutional, Asset Allocation, Fundraising, Non-profit Development, Asset Managment, Wealth Management..., Absolute Return, Fixed Income Analysis, Investment Management, Leadership, Bonds, Securities, Board of Director..., Separately Managed..., Investment Strategies, Board of Directors, Private Equity, Mergers & Acquisitions, Strategic Financial..., Finance, Financial Advisory, Funding, Strategy, Bloomberg, Credit, Investment Advisory, Series 7, Equities, Institutional...
Education
University of Northern Iowa 1976 — 1982
MBA, Management
University of Iowa 1974 — 1976
BBA, Accounting/Finance
Ed Reiser Ed Reiser's ICON Advisers Experience March 2007 - September 2008
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
KeyBank June 2011 - April 2013
ICON Advisers March 2007 - September 2008
McDonald Financial Group June 2004 - March 2007
Protective Life 1999 - 2004
Union Central 1993 - 1997
John Hancock 1992 - 1993
Skills
Sales, Selling
Education
American College
ChFC, Financial Services
American College
CLU, Insurance
National Louis University 1971 — 1975
BA, Education/Psychology
KeyBank June 2011 - April 2013
ICON Advisers March 2007 - September 2008
McDonald Financial Group June 2004 - March 2007
Protective Life 1999 - 2004
Union Central 1993 - 1997
John Hancock 1992 - 1993
Skills
Sales, Selling
Education
American College
ChFC, Financial Services
American College
CLU, Insurance
National Louis University 1971 — 1975
BA, Education/Psychology
Jennifer Hoelscher Jennifer Hoelscher's ICON Advisers Experience 1996 - 2000
Job AVP, Sales Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2003 - Present
OppenheimerFunds 2000 - 2003
ICON Advisers 1996 - 2000
Roger Engemann & Associates 1992 - 1996
Ameriprise Financial Services, Inc. 1990 - 1992
Bank of America 1986 - 1989
Skills
Mutual Funds, Asset Allocation, Securities, Alternative Investments, Financial Services, Investments, Retirement Planning, 401k, Wealth Management, Relationship Management, Retirement, Investment Strategies, RIAs, SMA
Education
California State University-Los Angeles
BA, English Literature
OppenheimerFunds 2003 - Present
OppenheimerFunds 2000 - 2003
ICON Advisers 1996 - 2000
Roger Engemann & Associates 1992 - 1996
Ameriprise Financial Services, Inc. 1990 - 1992
Bank of America 1986 - 1989
Skills
Mutual Funds, Asset Allocation, Securities, Alternative Investments, Financial Services, Investments, Retirement Planning, 401k, Wealth Management, Relationship Management, Retirement, Investment Strategies, RIAs, SMA
Education
California State University-Los Angeles
BA, English Literature
Brian Biehl, CFP Brian Biehl, CFP's ICON Advisers Experience February 2008 - February 2009
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC December 2014 - Present
Meeder Financial October 2010 - December 2014
Merrill Lynch November 2009 - July 2011
ICON Advisers February 2008 - February 2009
Lincoln Investment Planning January 2000 - January 2008
Skills
CFP, Series 7,6,63,24,65, life and health..., Sequoia Training: Core..., Dale Carnegie: Public..., Life & Health Insurance..., Certified Financial..., Mutual Funds, Series 7, Separately Managed..., Retirement Planning, Finance, 401k, Fixed Annuities, Asset Allocation, Series 65, Wealth Management, Variable Annuities, Pensions, Series 63, Series 6
Education
Rowan University 1979 — 1983
BA, Communications
Allstate Financial Services, LLC December 2014 - Present
Meeder Financial October 2010 - December 2014
Merrill Lynch November 2009 - July 2011
ICON Advisers February 2008 - February 2009
Lincoln Investment Planning January 2000 - January 2008
Skills
CFP, Series 7,6,63,24,65, life and health..., Sequoia Training: Core..., Dale Carnegie: Public..., Life & Health Insurance..., Certified Financial..., Mutual Funds, Series 7, Separately Managed..., Retirement Planning, Finance, 401k, Fixed Annuities, Asset Allocation, Series 65, Wealth Management, Variable Annuities, Pensions, Series 63, Series 6
Education
Rowan University 1979 — 1983
BA, Communications
Nissa Maldonado's ICON Advisers Experience February 1999 - February 2009
Job Licensed Financial Assistant
Industry Financial Services
Experience
Jordan Dechtman Wealth Management May 2012 - Present
FurEver Furry Pet Sitting January 2012 - Present
Capital Management Group June 2009 - May 2012
ICON Advisers February 1999 - February 2009
Resources Trust Company May 1998 - February 2000
Skills
Management, Mutual Funds, Customer Service, Financial Services, Account Management, Process Improvement, Project Management, CRM, Series 6, Finance, Investments, Insurance, Relationship Management, Marketing, Asset Management, Animal Welfare, Animal Husbandry, Animal Care, Small Business
Education
Pickens Technical College 1994 — 1996
Certification, Graphic Design and Desktop Publishing
Bennett High School 1993 — 1995
GED
Jordan Dechtman Wealth Management May 2012 - Present
FurEver Furry Pet Sitting January 2012 - Present
Capital Management Group June 2009 - May 2012
ICON Advisers February 1999 - February 2009
Resources Trust Company May 1998 - February 2000
Skills
Management, Mutual Funds, Customer Service, Financial Services, Account Management, Process Improvement, Project Management, CRM, Series 6, Finance, Investments, Insurance, Relationship Management, Marketing, Asset Management, Animal Welfare, Animal Husbandry, Animal Care, Small Business
Education
Pickens Technical College 1994 — 1996
Certification, Graphic Design and Desktop Publishing
Bennett High School 1993 — 1995
GED
Brian Girten's ICON Advisers Experience April 2011 - January 2012
Job RVP Southeast at ICON Funds
Industry Financial Services
Experience
ICON Funds January 2012 - Present
ICON Advisers April 2011 - January 2012
Janus Capital Group August 2008 - September 2010
Janus Capital Group April 2007 - July 2008
Skills
CIMA candidate, Series 63, Series 7, Sales Presentations, Business Planning, Negotiation
Education
Florida State University 2001 — 2005
Bachelor's Degree, Applied Economics & Finance
ICON Funds January 2012 - Present
ICON Advisers April 2011 - January 2012
Janus Capital Group August 2008 - September 2010
Janus Capital Group April 2007 - July 2008
Skills
CIMA candidate, Series 63, Series 7, Sales Presentations, Business Planning, Negotiation
Education
Florida State University 2001 — 2005
Bachelor's Degree, Applied Economics & Finance
Natalie Czyzowicz Natalie Czyzowicz's ICON Advisers Experience May 2013 - June 2014
Job Investment Banking Analyst at Q Advisors
Industry
Experience
Q Advisors August 2015 - Present
SCB Global Capital Management, LLC March 2015 - Present
Reiman Fund March 2014 - Present
IPS Strategic Capital May 2014 - September 2014
ICON Advisers May 2013 - June 2014
Skills
Capital IQ, Bloomberg Terminal, analysis of securities, Market Analysis, Financial Analysis, Financial Statement..., Sales Management, Microsoft Office, Data Analysis, Database Administration, Internet, Problem Solving, Business Analysis, Marketing Research, Journal Entries, Financial Statements, Bank Reconciliation, French, Polish, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Investments, Teamwork
Education
University of Denver 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance (major), Accounting (minor), French (minor)
Q Advisors August 2015 - Present
SCB Global Capital Management, LLC March 2015 - Present
Reiman Fund March 2014 - Present
IPS Strategic Capital May 2014 - September 2014
ICON Advisers May 2013 - June 2014
Skills
Capital IQ, Bloomberg Terminal, analysis of securities, Market Analysis, Financial Analysis, Financial Statement..., Sales Management, Microsoft Office, Data Analysis, Database Administration, Internet, Problem Solving, Business Analysis, Marketing Research, Journal Entries, Financial Statements, Bank Reconciliation, French, Polish, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Investments, Teamwork
Education
University of Denver 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance (major), Accounting (minor), French (minor)
Jonathan Narracci Jonathan Narracci's ICON Advisers Experience December 2005 - March 2011
Job Senior Trader
Industry Investment Management
Experience
Cambiar Investors March 2011 - Present
Denver Security Traders Association May 2002 - Present
ICON Advisers December 2005 - March 2011
STIFEL NICOLAUS INC April 2001 - December 2005
FISERV CORRESPONDENT SERVICES January 2000 - January 2001
AMERICAN EXPRESS ONLINE BROKERAGE January 2000 - January 2000
Sentry Insurance January 1998 - January 2000
Skills
Equities, Trading Systems, Order Management, Settlement, Project Management, Trading, Options, Mutual Funds, Securities, Portfolio Management, Investments, Bloomberg, Back Office, Financial Services, Asset Management, Financial Markets, Electronic Trading, Investment Management, Market Data, Bloomberg Terminal, Series 7, Hedge Funds
Education
Regis University 1994 — 1998
Bachelor of Arts, Business Administration
Cambiar Investors March 2011 - Present
Denver Security Traders Association May 2002 - Present
ICON Advisers December 2005 - March 2011
STIFEL NICOLAUS INC April 2001 - December 2005
FISERV CORRESPONDENT SERVICES January 2000 - January 2001
AMERICAN EXPRESS ONLINE BROKERAGE January 2000 - January 2000
Sentry Insurance January 1998 - January 2000
Skills
Equities, Trading Systems, Order Management, Settlement, Project Management, Trading, Options, Mutual Funds, Securities, Portfolio Management, Investments, Bloomberg, Back Office, Financial Services, Asset Management, Financial Markets, Electronic Trading, Investment Management, Market Data, Bloomberg Terminal, Series 7, Hedge Funds
Education
Regis University 1994 — 1998
Bachelor of Arts, Business Administration
Robert Straus, CFA Robert Straus, CFA's ICON Advisers Experience January 2001 - February 2014
Job Securities Trading | Portfolio Management | Investment Consulting | Asset Allocation
Industry Financial Services
Experience
Innovest Portfolio Solutions March 2014 - February 2015
ICON Advisers January 2001 - February 2014
Meridian Investment Management 1996 - 2000
Schwab Advisor Services 1995 - 1996
Skills
Portfolio Management, Investment Consulting, Public Speaking, Asset Allocation, Mutual Funds, Investment Due Diligence, Investment Education, Equity Options, Equities, Investment Advisory..., Equity Trading, Fixed Income, Human Resources, Global Tactical Asset..., Charles River IMS, Morningstar, Factset, Technical Analysis, Performance Attribution, Investment Strategies, Risk Management, Capital Markets, Wealth Management..., Hedging, Investment Research, Options, Market Risk, Series 7, Series 65, Chartered Financial..., Team Management, Sales, Investment..., Sales Presentations, Separately Managed..., Asset Managment, Alternative Investments, Investment Management, Asset Management, Securities, Leadership, Investments
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
Innovest Portfolio Solutions March 2014 - February 2015
ICON Advisers January 2001 - February 2014
Meridian Investment Management 1996 - 2000
Schwab Advisor Services 1995 - 1996
Skills
Portfolio Management, Investment Consulting, Public Speaking, Asset Allocation, Mutual Funds, Investment Due Diligence, Investment Education, Equity Options, Equities, Investment Advisory..., Equity Trading, Fixed Income, Human Resources, Global Tactical Asset..., Charles River IMS, Morningstar, Factset, Technical Analysis, Performance Attribution, Investment Strategies, Risk Management, Capital Markets, Wealth Management..., Hedging, Investment Research, Options, Market Risk, Series 7, Series 65, Chartered Financial..., Team Management, Sales, Investment..., Sales Presentations, Separately Managed..., Asset Managment, Alternative Investments, Investment Management, Asset Management, Securities, Leadership, Investments
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
Jason Pokrzywinski Jason Pokrzywinski's ICON Advisers Experience October 2005 - August 2012
Job Vice President, Investment Management Solutions at Wells Fargo
Industry Investment Management
Experience
Wells Fargo September 2013 - Present
ICON Advisers October 2005 - August 2012
ICON Advisers October 2005 - August 2012
US Bank Private Client Group February 2003 - April 2005
McDonald Investments/Key bank November 2001 - January 2003
Wells Fargo Investments April 1999 - November 2001
Smith Barney - Citibank June 1992 - March 1999
Skills
Product Development, Product Management, Product Marketing, Investment Strategies, Mutual Funds, Marketing Strategy, Asset Managment, Series 7, Product Strategy, Product Launches, Alternative Investments, Separately Managed..., Cross-functional Team..., Wealth Management, Financial Planning, Financial Analysis, Building Relationships, High Net Worth..., Investment Management, Non-profits, Fundraising, Strategic Financial..., Asset Management, Nonprofits, Marketing, Strategy, Portfolio Management, Asset Allocation, Financial Services, ETFs, Equities, Financial Advisory, Investment Advisory, Series 63, Bonds, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1992
BS, Finance
Carmel High School 1985 — 1987
Cypress Elem
Wells Fargo September 2013 - Present
ICON Advisers October 2005 - August 2012
ICON Advisers October 2005 - August 2012
US Bank Private Client Group February 2003 - April 2005
McDonald Investments/Key bank November 2001 - January 2003
Wells Fargo Investments April 1999 - November 2001
Smith Barney - Citibank June 1992 - March 1999
Skills
Product Development, Product Management, Product Marketing, Investment Strategies, Mutual Funds, Marketing Strategy, Asset Managment, Series 7, Product Strategy, Product Launches, Alternative Investments, Separately Managed..., Cross-functional Team..., Wealth Management, Financial Planning, Financial Analysis, Building Relationships, High Net Worth..., Investment Management, Non-profits, Fundraising, Strategic Financial..., Asset Management, Nonprofits, Marketing, Strategy, Portfolio Management, Asset Allocation, Financial Services, ETFs, Equities, Financial Advisory, Investment Advisory, Series 63, Bonds, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1992
BS, Finance
Carmel High School 1985 — 1987
Cypress Elem
Carrie Storin-Cook's ICON Advisers Experience June 2004 - February 2009
Job Account Executive at FedEx
Industry Logistics and Supply Chain
Experience
FedEx November 2014 - Present
Century Park Associates October 2013 - October 2014
A Place for Mom September 2012 - October 2013
Entertainment Publications April 2010 - 2013
ICON Advisers June 2004 - February 2009
Skills
Fundraising, Management, Sales Presentations, Account Management, Sales Management, Salesforce.com, Marketing, Lead Generation, Direct Sales, Customer Service, Budgets, Healthcare, Series 63, Social Networking, Sales Process, Cold Calling, Marketing Strategy, Phone Skills, Mutual Funds, Outside Sales, Event Planning, Customer Retention, Series 6, Inside Sales, Travel Planning, Customer Presentations, Phone Sales, Organizing, Internet, Wholesale, PowerPoint, Microsoft Excel, Long-term Customer..., Leasing, Lease Options, Retirement Communities, Assisted Living, Independent Living, Employee Training, Rental Management, Sales, Sales Operations, Selling, Elder Care, Direct Marketing, Advertising Sales
Education
University of Denver - Daniels College of Business 2000 — 2004
BS, Business Administration & Psychology
FedEx November 2014 - Present
Century Park Associates October 2013 - October 2014
A Place for Mom September 2012 - October 2013
Entertainment Publications April 2010 - 2013
ICON Advisers June 2004 - February 2009
Skills
Fundraising, Management, Sales Presentations, Account Management, Sales Management, Salesforce.com, Marketing, Lead Generation, Direct Sales, Customer Service, Budgets, Healthcare, Series 63, Social Networking, Sales Process, Cold Calling, Marketing Strategy, Phone Skills, Mutual Funds, Outside Sales, Event Planning, Customer Retention, Series 6, Inside Sales, Travel Planning, Customer Presentations, Phone Sales, Organizing, Internet, Wholesale, PowerPoint, Microsoft Excel, Long-term Customer..., Leasing, Lease Options, Retirement Communities, Assisted Living, Independent Living, Employee Training, Rental Management, Sales, Sales Operations, Selling, Elder Care, Direct Marketing, Advertising Sales
Education
University of Denver - Daniels College of Business 2000 — 2004
BS, Business Administration & Psychology
Nick Mahleres Nick Mahleres's ICON Advisers Experience September 2006 - June 2007
Job Purchasing at Seattle Fish Company
Industry Financial Services
Experience
Seattle Fish Company May 2013 - Present
TIAA-CREF 2007 - 2013
ICON Advisers September 2006 - June 2007
Skills
Retirement Planning, Strategic Financial..., Customer Service, Investment Properties, Mentoring Of Staff, Investment Advisory, Siebel, Microsoft Office, Collaboration, Fixed Income Strategies, Sales Presentations, Problem Solving, Marketing Strategy, Market Research, Problem Analysis, Analytics, Financial Analysis, Data Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS Business Administration, Finance
Seattle Fish Company May 2013 - Present
TIAA-CREF 2007 - 2013
ICON Advisers September 2006 - June 2007
Skills
Retirement Planning, Strategic Financial..., Customer Service, Investment Properties, Mentoring Of Staff, Investment Advisory, Siebel, Microsoft Office, Collaboration, Fixed Income Strategies, Sales Presentations, Problem Solving, Marketing Strategy, Market Research, Problem Analysis, Analytics, Financial Analysis, Data Analysis
Education
University of Colorado at Boulder - Leeds School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
BS Business Administration, Finance
Joshua Neugebauer's ICON Advisers Experience April 2005 - July 2012
Job Investment Administration at Colorado PERA
Industry Investment Management
Experience
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
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
Kathleen McCall-Porter Kathleen McCall-Porter's ICON Advisers Experience 2004 - 2009
Job On Call BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2014 - Present
ICON Advisers 2004 - 2009
Lincoln Trust Company June 1991 - May 2004
First Citizens Bank January 1977 - January 1989
Skills
Series 63, Mutual Funds, Investments, Series 6, Customer Service
Education
Montana State University-Billings 1973 — 1976
Business Administration
Helena High School 1969 — 1973
Edward Jones January 2014 - Present
ICON Advisers 2004 - 2009
Lincoln Trust Company June 1991 - May 2004
First Citizens Bank January 1977 - January 1989
Skills
Series 63, Mutual Funds, Investments, Series 6, Customer Service
Education
Montana State University-Billings 1973 — 1976
Business Administration
Helena High School 1969 — 1973
Brittney Murray Brittney Murray's ICON Advisers Experience June 2013 - May 2015
Job Investment Management Professional
Industry Investment Management
Experience
ICON Advisers June 2013 - May 2015
Marsico Capital Management September 2011 - May 2013
Marsico Capital Management May 2006 - September 2011
Marsico Capital Management March 2002 - May 2006
Marsico Capital Management July 2000 - March 2002
Great-West Financial April 1999 - July 2000
Skills
Self-starter, Finance, Trade Operations, Organized Multi-tasker, Close Attention to..., Securities, Hedge Funds, Investments, Mutual Funds, Bloomberg, Trading
Education
Colorado State University
Bachelor of Science (B.S.), Business Administration and Management, General
ICON Advisers June 2013 - May 2015
Marsico Capital Management September 2011 - May 2013
Marsico Capital Management May 2006 - September 2011
Marsico Capital Management March 2002 - May 2006
Marsico Capital Management July 2000 - March 2002
Great-West Financial April 1999 - July 2000
Skills
Self-starter, Finance, Trade Operations, Organized Multi-tasker, Close Attention to..., Securities, Hedge Funds, Investments, Mutual Funds, Bloomberg, Trading
Education
Colorado State University
Bachelor of Science (B.S.), Business Administration and Management, General
Ryan J Thayer Ryan J Thayer's ICON Advisers Experience October 2014 - August 2015
Job Financial and Real Estate Expert
Industry Real Estate
Experience
Chateaux Realty June 2015 - Present
ICON Advisers October 2014 - August 2015
Jackson November 2012 - October 2014
Wells Fargo Advisors, LLC July 2011 - November 2012
Wave Financial Partners, Inc. 2011 - 2012
Thayer Financial, Inc November 2010 - July 2011
American Family Insurance 2009 - 2011
Mr Fix It Handyman & Construction, Inc April 2005 - June 2009
POLAR PLOWING SERVICE November 2004 - May 2009
Skills
Real Estate, Real Estate Transactions, Real Estate Marketing, Real Estate Development, Sales, Series 7, 401k, Insurance, Financial Advisory, Strategic Financial..., Customer Service, Life Insurance, Small Business, Financial Planning, IRAs, Strategic Planning, Wealth Management, Asset Allocation, Portfolio Management, Sales Management, Financial Analysis, Marketing, Public Speaking, Investments, Financial Services, Retirement Planning, Finance, Retirement, Asset Management, Alternative Investments, Taxation of Trusts, Series 66, Sales Presentation..., Employee Benefits, Territory Account..., Sales Prospecting, Defined Benefit, Variable Annuities, Fixed Indexed Annuities, Defined Contribution, Portfolio Optimization, Portfolio Performance..., Stock Market Analysis, Business Tax Planning, Sales Rep Training, Wholesale, Strategic Consulting, Fixed Annuities, Health Insurance, Term Life Insurance
Education
The University of North Dakota 2004 — 2008
Bachelor of Arts (B.A.), Business Administration, Entrepreneurship
Shanley High School, Fargo, ND
Chateaux Realty June 2015 - Present
ICON Advisers October 2014 - August 2015
Jackson November 2012 - October 2014
Wells Fargo Advisors, LLC July 2011 - November 2012
Wave Financial Partners, Inc. 2011 - 2012
Thayer Financial, Inc November 2010 - July 2011
American Family Insurance 2009 - 2011
Mr Fix It Handyman & Construction, Inc April 2005 - June 2009
POLAR PLOWING SERVICE November 2004 - May 2009
Skills
Real Estate, Real Estate Transactions, Real Estate Marketing, Real Estate Development, Sales, Series 7, 401k, Insurance, Financial Advisory, Strategic Financial..., Customer Service, Life Insurance, Small Business, Financial Planning, IRAs, Strategic Planning, Wealth Management, Asset Allocation, Portfolio Management, Sales Management, Financial Analysis, Marketing, Public Speaking, Investments, Financial Services, Retirement Planning, Finance, Retirement, Asset Management, Alternative Investments, Taxation of Trusts, Series 66, Sales Presentation..., Employee Benefits, Territory Account..., Sales Prospecting, Defined Benefit, Variable Annuities, Fixed Indexed Annuities, Defined Contribution, Portfolio Optimization, Portfolio Performance..., Stock Market Analysis, Business Tax Planning, Sales Rep Training, Wholesale, Strategic Consulting, Fixed Annuities, Health Insurance, Term Life Insurance
Education
The University of North Dakota 2004 — 2008
Bachelor of Arts (B.A.), Business Administration, Entrepreneurship
Shanley High School, Fargo, ND
Dan Palace Dan Palace's ICON Advisers Experience March 2013 - Present
Job Regional Vice President at ICON Advisers
Industry Financial Services
Experience
ICON Advisers March 2013 - Present
Merrill Lynch July 2010 - March 2013
Deutsche Asset Management May 2007 - July 2010
JPMorgan Chase July 2005 - May 2007
Skills
MBA Finance, Series 7, Series 63, Financial Advisory
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Business Strategy
Miami University 2001 — 2005
Bachelor of Science in Business, Finance
ICON Advisers March 2013 - Present
Merrill Lynch July 2010 - March 2013
Deutsche Asset Management May 2007 - July 2010
JPMorgan Chase July 2005 - May 2007
Skills
MBA Finance, Series 7, Series 63, Financial Advisory
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Business Strategy
Miami University 2001 — 2005
Bachelor of Science in Business, Finance
Bridget Richards's ICON Advisers Experience February 2003 - June 2008
Job Director of Marketing & Communications at Blue Ocean Enterprises, Inc.
Industry Marketing and Advertising
Experience
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
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
Dave Matteo's ICON Advisers Experience May 2007 - January 2009
Job Principal at Cedarwood Development
Industry Real Estate
Experience
Cedarwood Development January 2009 - Present
ICON Advisers May 2007 - January 2009
Putnam Investments January 2004 - May 2007
Northwestern Mutual June 2001 - December 2003
Skills
Sales, Sales Operations, Investments, CRM, Management, Residential Homes, Real Estate Development, Finance, Asset Management
Education
Boston College 1998 — 2002
BHS 1994 — 1998
Cedarwood Development January 2009 - Present
ICON Advisers May 2007 - January 2009
Putnam Investments January 2004 - May 2007
Northwestern Mutual June 2001 - December 2003
Skills
Sales, Sales Operations, Investments, CRM, Management, Residential Homes, Real Estate Development, Finance, Asset Management
Education
Boston College 1998 — 2002
BHS 1994 — 1998
Anthony Lomanno's ICON Advisers Experience 2010 - 2013
Job Sales Executive
Industry Real Estate
Experience
Remotely 2013 - Present
rentbits 2013 - 2015
ICON Advisers 2010 - 2013
OppenheimerFunds 2008 - 2010
Skills
Home Automation, Property Management, Property Management..., Real Estate, Multi-family Investment..., Contract Negotiation, Apartments, Business Development, Sales, Marketing, New Business Development, Asset Management, Relationship Management
Education
Johnson & Wales University 2004 — 2008
Bachelor of Science (BS), Business Management
Remotely 2013 - Present
rentbits 2013 - 2015
ICON Advisers 2010 - 2013
OppenheimerFunds 2008 - 2010
Skills
Home Automation, Property Management, Property Management..., Real Estate, Multi-family Investment..., Contract Negotiation, Apartments, Business Development, Sales, Marketing, New Business Development, Asset Management, Relationship Management
Education
Johnson & Wales University 2004 — 2008
Bachelor of Science (BS), Business Management
Paul Chafetz's ICON Advisers Experience May 2011 - Present
Job Internal Wholesaler at ICON Advisers
Industry Financial Services
Experience
ICON Advisers May 2011 - Present
T Rowe Price May 2010 - April 2011
Invesco Aim 2006 - 2009
AIM Investments 2000 - 2007
AIM Investments 2000 - 2007
Invesco Aim 2003 - 2006
Golfsmith April 2000 - November 2000
Skills
Leadership, Training, Recruiting, Performance Management, Team Building, Sales, Leadership Development, Coaching, Mutual Funds, Employee Engagement, Call Centers, Financial Services, Interviews, Customer Service, Retirement Planning, Public Speaking, Retirement, Series 63, Series 7, Accounting
Education
Regis University 2007 — 2009
Business Administration
The University of Texas at Austin 1995 — 2000
ICON Advisers May 2011 - Present
T Rowe Price May 2010 - April 2011
Invesco Aim 2006 - 2009
AIM Investments 2000 - 2007
AIM Investments 2000 - 2007
Invesco Aim 2003 - 2006
Golfsmith April 2000 - November 2000
Skills
Leadership, Training, Recruiting, Performance Management, Team Building, Sales, Leadership Development, Coaching, Mutual Funds, Employee Engagement, Call Centers, Financial Services, Interviews, Customer Service, Retirement Planning, Public Speaking, Retirement, Series 63, Series 7, Accounting
Education
Regis University 2007 — 2009
Business Administration
The University of Texas at Austin 1995 — 2000
Jessica (Buis) Seidlitz's ICON Advisers Experience January 2013 - June 2013
Job Charles Schwab Investment Management Managing Director
Industry Investment Management
Experience
Charles Schwab Investment Management June 2013 - Present
AICPA Investment Company Expert Panel October 2009 - October 2013
ICON Advisers January 2013 - June 2013
ICON Advisers January 2005 - December 2012
PricewaterhouseCoopers 2001 - 2004
Education
University of Denver 1996 — 2001
University of Denver - Daniels College of Business 1996 — 2001
MAcc, Accounting
Charles Schwab Investment Management June 2013 - Present
AICPA Investment Company Expert Panel October 2009 - October 2013
ICON Advisers January 2013 - June 2013
ICON Advisers January 2005 - December 2012
PricewaterhouseCoopers 2001 - 2004
Education
University of Denver 1996 — 2001
University of Denver - Daniels College of Business 1996 — 2001
MAcc, Accounting
Sean Lally's ICON Advisers Experience September 2006 - December 2012
Job Regional Director/Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2013 - Present
ICON Advisers September 2006 - December 2012
McDonald Investments April 1995 - August 2006
Education
Cleveland State University 1999 — 2000
MBA, Finance
Xavier University 1988 — 1993
Bachelor of Science (BS), Finance, General
St. Ignatius High School 1984 — 1988
Goldman Sachs January 2013 - Present
ICON Advisers September 2006 - December 2012
McDonald Investments April 1995 - August 2006
Education
Cleveland State University 1999 — 2000
MBA, Finance
Xavier University 1988 — 1993
Bachelor of Science (BS), Finance, General
St. Ignatius High School 1984 — 1988
Brian Harding's ICON Advisers Experience January 2013 - Present
Job Chief Financial Officer at ICON Advisers
Industry Accounting
Experience
ICON Advisers January 2013 - Present
ICON Advisers September 2008 - December 2012
PricewaterhouseCoopers October 2001 - September 2008
Skills
CPA, Asset Managment, Mutual Funds, Investments, Due Diligence, SEC filings, Securities
Education
University of Denver - Daniels College of Business 1999 — 2001
Bachelor of Science, Accounting
University of Oregon 1997 — 1998
ICON Advisers January 2013 - Present
ICON Advisers September 2008 - December 2012
PricewaterhouseCoopers October 2001 - September 2008
Skills
CPA, Asset Managment, Mutual Funds, Investments, Due Diligence, SEC filings, Securities
Education
University of Denver - Daniels College of Business 1999 — 2001
Bachelor of Science, Accounting
University of Oregon 1997 — 1998
Ron Sala's ICON Advisers Experience January 2007 - January 2010
Job VP at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management April 2010 - Present
ICON Advisers January 2007 - January 2010
Icon Advisers March 2002 - January 2007
Lincoln Investment Planning April 1996 - March 2002
Skills
Mutual Funds, 401k, Asset Allocation, Asset Management, Investment Advisory, Investments, Retirement Planning, Securities, Alternative Investments, Wealth Management, Series 7
Education
University of Florida
Meeder Investment Management April 2010 - Present
ICON Advisers January 2007 - January 2010
Icon Advisers March 2002 - January 2007
Lincoln Investment Planning April 1996 - March 2002
Skills
Mutual Funds, 401k, Asset Allocation, Asset Management, Investment Advisory, Investments, Retirement Planning, Securities, Alternative Investments, Wealth Management, Series 7
Education
University of Florida
Laura Soladay's ICON Advisers Experience 2007 - 2008
Job Experienced Sales Professional
Industry Financial Services
Experience
ATEL Capital October 2013 - Present
Entertainment Promotions February 2010 - February 2012
Entertainment Promotions February 2010 - February 2012
ICON Distributors, Inc September 2007 - September 2008
ICON Advisers 2007 - 2008
Great-West Life June 2007 - September 2007
Columbia Management June 2006 - May 2007
JPMorgan Chase July 2005 - March 2006
Presidential Brokerage, Inc August 2004 - July 2005
Presidential Brokerage, Inc August 2004 - July 2005
Skills
Insurance, Financial Planning, Series 63, Annuities, Estate Planning, Series 7, Customer Relations, Asset Management, Team Building, Mutual Funds, Investments, Sales Management, Portfolio Management, Excel, Customer Service, Retirement Planning, Strategic Planning, Word, Public Speaking, PowerPoint, Microsoft Office, Account Management, Negotiation, New Business Development, Equities, Wealth Management, Alternative Investments, Fundraising, Vendor Management, Asset Allocation, Outlook, Fixed Income, Microsoft Excel, Fixed Annuities, Strategic Financial..., Banking, Microsoft Word, Finance, Relationship Management, Financial Services, Asset Managment, Sales, Retirement, Life Insurance, Management, Wealth, Leadership
Education
Colorado State University 2009 — 2009
Project Managemt, Project Management
Mt. Hood Community College 1995 — 1996
Computer Apps, Computer Applications
North High School 1977 — 1981
Colorado State University
ATEL Capital October 2013 - Present
Entertainment Promotions February 2010 - February 2012
Entertainment Promotions February 2010 - February 2012
ICON Distributors, Inc September 2007 - September 2008
ICON Advisers 2007 - 2008
Great-West Life June 2007 - September 2007
Columbia Management June 2006 - May 2007
JPMorgan Chase July 2005 - March 2006
Presidential Brokerage, Inc August 2004 - July 2005
Presidential Brokerage, Inc August 2004 - July 2005
Skills
Insurance, Financial Planning, Series 63, Annuities, Estate Planning, Series 7, Customer Relations, Asset Management, Team Building, Mutual Funds, Investments, Sales Management, Portfolio Management, Excel, Customer Service, Retirement Planning, Strategic Planning, Word, Public Speaking, PowerPoint, Microsoft Office, Account Management, Negotiation, New Business Development, Equities, Wealth Management, Alternative Investments, Fundraising, Vendor Management, Asset Allocation, Outlook, Fixed Income, Microsoft Excel, Fixed Annuities, Strategic Financial..., Banking, Microsoft Word, Finance, Relationship Management, Financial Services, Asset Managment, Sales, Retirement, Life Insurance, Management, Wealth, Leadership
Education
Colorado State University 2009 — 2009
Project Managemt, Project Management
Mt. Hood Community College 1995 — 1996
Computer Apps, Computer Applications
North High School 1977 — 1981
Colorado State University
Ryan Paris, RCC™'s ICON Advisers Experience October 2007 - September 2008
Job Multiple Line General Agent at American National Insurance
Industry Financial Services
Experience
American National Insurance January 2014 - Present
Curian Capital June 2012 - January 2014
Jackson National Life Distributors, LLC December 2008 - June 2012
ICON Advisers October 2007 - September 2008
OppenheimerFunds October 2006 - October 2007
Charles Schwab 1999 - 2006
Skills
Retirement Planning, Series 7, Asset Allocation, Series 6, Sales Operations, Series 63, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Separately Managed..., 401k, Wealth Management, Strategic Financial..., Investments, Securities, Life Insurance, IRAs, Alternative Investments, Investment Management, Investment Advisory, Wealth, FINRA, Investment Strategies, Variable Annuities, Asset Management, Financial Services, Defined Benefit, ETFs, Disability Insurance, Equities, Financial Planners, Fixed Income, Insurance, Personal Financial..., Qualified Retirement..., Financial Planning, Sales, Marketing, Finance
Education
Colorado State University 1993 — 1997
BSBA, Finance/Real Estate
American National Insurance January 2014 - Present
Curian Capital June 2012 - January 2014
Jackson National Life Distributors, LLC December 2008 - June 2012
ICON Advisers October 2007 - September 2008
OppenheimerFunds October 2006 - October 2007
Charles Schwab 1999 - 2006
Skills
Retirement Planning, Series 7, Asset Allocation, Series 6, Sales Operations, Series 63, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Separately Managed..., 401k, Wealth Management, Strategic Financial..., Investments, Securities, Life Insurance, IRAs, Alternative Investments, Investment Management, Investment Advisory, Wealth, FINRA, Investment Strategies, Variable Annuities, Asset Management, Financial Services, Defined Benefit, ETFs, Disability Insurance, Equities, Financial Planners, Fixed Income, Insurance, Personal Financial..., Qualified Retirement..., Financial Planning, Sales, Marketing, Finance
Education
Colorado State University 1993 — 1997
BSBA, Finance/Real Estate
Jenny Brookfield's ICON Advisers Experience October 2004 - December 2011
Job Vice President, Director of Marketing at 361 Capital
Industry Financial Services
Experience
361 Capital January 2012 - Present
ICON Advisers October 2004 - December 2011
Berger Financial Group November 1999 - April 2003
Janus Capital Group April 1998 - November 1999
OppenheimerFunds August 1997 - April 1998
Education
University of Louisville 1990 — 1994
BA, Communication
361 Capital January 2012 - Present
ICON Advisers October 2004 - December 2011
Berger Financial Group November 1999 - April 2003
Janus Capital Group April 1998 - November 1999
OppenheimerFunds August 1997 - April 1998
Education
University of Louisville 1990 — 1994
BA, Communication
John Letheby's ICON Advisers Experience January 2015 - Present
Job Western US Sales Manager at ICON Advisers
Industry Financial Services
Experience
ICON Advisers January 2015 - Present
ICON Advisers July 2006 - Present
American Century Investments 1998 - 2002
Skills
Strategic Planning, Strategic Financial..., Series 7, Series 63, Sales, Process Improvement, Mutual Funds, Marketing Strategy, Marketing, Investments, Financial Analysis, Asset Management, Asset Allocation, Alternative Investments
Education
University of Missouri-Columbia 1993 — 1995
MHA
University of Denver 1989 — 1993
BSBA, Management
ICON Advisers January 2015 - Present
ICON Advisers July 2006 - Present
American Century Investments 1998 - 2002
Skills
Strategic Planning, Strategic Financial..., Series 7, Series 63, Sales, Process Improvement, Mutual Funds, Marketing Strategy, Marketing, Investments, Financial Analysis, Asset Management, Asset Allocation, Alternative Investments
Education
University of Missouri-Columbia 1993 — 1995
MHA
University of Denver 1989 — 1993
BSBA, Management
Armando Morales's ICON Advisers Experience September 2007 - October 2008
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2009 - Present
ICON Advisers September 2007 - October 2008
Skills
Series 7, Investments, Series 63, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Finance, Financial Services, Retirement, Uniform Combined State..., Retirement Planning, Wealth Management
Education
University of Colorado Boulder 2002 — 2006
B.A., Economics with Business Emphasis, Psychology
Phoenix Country Day School 1998 — 2006
Charles Schwab September 2009 - Present
ICON Advisers September 2007 - October 2008
Skills
Series 7, Investments, Series 63, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Finance, Financial Services, Retirement, Uniform Combined State..., Retirement Planning, Wealth Management
Education
University of Colorado Boulder 2002 — 2006
B.A., Economics with Business Emphasis, Psychology
Phoenix Country Day School 1998 — 2006
Scott Snyder, CFA's ICON Advisers Experience August 2004 - Present
Job Portfolio Manager at ICON Advisers
Industry Investment Management
Experience
ICON Advisers August 2004 - Present
FactSet Research Systems July 2001 - August 2004
Mass Mutual - The Dollarhide Financial Group December 1999 - May 2001
Skills
Equities, Mutual Funds, Equity Research, Asset Managment, Bloomberg, Fixed Income, Investments, Series 7, Investment Strategies, Asset Allocation, Securities, Financial Markets, Investment Management, Series 63, Financial Analysis, Financial Modeling, Options, Portfolio Management, Asset Management
Education
University of Denver - Daniels College of Business 2007 — 2010
MBA, Finance
Arizona State University - W. P. Carey School of Business 1997 — 2001
B.S., Finance
ICON Advisers August 2004 - Present
FactSet Research Systems July 2001 - August 2004
Mass Mutual - The Dollarhide Financial Group December 1999 - May 2001
Skills
Equities, Mutual Funds, Equity Research, Asset Managment, Bloomberg, Fixed Income, Investments, Series 7, Investment Strategies, Asset Allocation, Securities, Financial Markets, Investment Management, Series 63, Financial Analysis, Financial Modeling, Options, Portfolio Management, Asset Management
Education
University of Denver - Daniels College of Business 2007 — 2010
MBA, Finance
Arizona State University - W. P. Carey School of Business 1997 — 2001
B.S., Finance
Deborah Schaub's ICON Advisers Experience May 1997 - Present
Job VP of Accounting Services/Controller/HR Manager at ICON Advisers and Principal Financial Officer of ICON Distributor
Industry Investment Management
Experience
ICON Advisers May 1997 - Present
Skills
Accounting, Excel, Word, Employee Relations, Organizational..., Hiring, Microsoft Office, Financial Reporting, Outlook
Education
University of Denver - Daniels College of Business 2005 — 2007
Executive MBA
ICON Advisers May 1997 - Present
Skills
Accounting, Excel, Word, Employee Relations, Organizational..., Hiring, Microsoft Office, Financial Reporting, Outlook
Education
University of Denver - Daniels College of Business 2005 — 2007
Executive MBA
Greg Crawford's ICON Advisers Experience December 2009 - February 2011
Job Digital Marketing Executive
Industry Marketing and Advertising
Experience
Dex One March 2012 - Present
VALIC February 2011 - March 2012
ICON Advisers December 2009 - February 2011
The Hartford March 2005 - July 2009
Countrywide Home Loans January 2004 - March 2005
Qwest Communications June 2001 - January 2004
Qubit Technology August 2000 - June 2001
WorldCom August 1999 - July 2000
Echostar September 1995 - July 1999
Skills
SEO, Account Management, Print Media Sales, Google Adwords, Salesforce.com, Customer Service, Project Delivery, Product Development, WebEx Certified, New Business Development, Small Business, Project Portfolio..., Technology Development, iTV, Creative Development, Pixelmator, Entrepreneurial Skills, Entrepreneurial..., Financial Advisory, Annuities, Options, Financial Planning, Strategic Financial..., Advertising, Email Marketing, Management, Sales Management
Education
University of Denver 1997 — 1999
Masters in Telecommunications, Telecommunications
Colorado State University 1989 — 1994
BA, geology, political science
DHS 1984 — 1987
General, HS
Dex One March 2012 - Present
VALIC February 2011 - March 2012
ICON Advisers December 2009 - February 2011
The Hartford March 2005 - July 2009
Countrywide Home Loans January 2004 - March 2005
Qwest Communications June 2001 - January 2004
Qubit Technology August 2000 - June 2001
WorldCom August 1999 - July 2000
Echostar September 1995 - July 1999
Skills
SEO, Account Management, Print Media Sales, Google Adwords, Salesforce.com, Customer Service, Project Delivery, Product Development, WebEx Certified, New Business Development, Small Business, Project Portfolio..., Technology Development, iTV, Creative Development, Pixelmator, Entrepreneurial Skills, Entrepreneurial..., Financial Advisory, Annuities, Options, Financial Planning, Strategic Financial..., Advertising, Email Marketing, Management, Sales Management
Education
University of Denver 1997 — 1999
Masters in Telecommunications, Telecommunications
Colorado State University 1989 — 1994
BA, geology, political science
DHS 1984 — 1987
General, HS
Bartlomiej Olearnik's ICON Advisers Experience October 2007 - January 2009
Job Portfolio Accountant
Industry Investment Management
Experience
RK Capital Management, LLC June 2010 - Present
ICON Advisers October 2007 - January 2009
Clayton Inc March 2007 - October 2007
Principal Financial Group April 2006 - March 2007
Principal Financial Group December 2005 - April 2006
Education
University of Colorado Denver 2009 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2000 — 2005
B.B.A, Finance with Emphasis in Accounting
RK Capital Management, LLC June 2010 - Present
ICON Advisers October 2007 - January 2009
Clayton Inc March 2007 - October 2007
Principal Financial Group April 2006 - March 2007
Principal Financial Group December 2005 - April 2006
Education
University of Colorado Denver 2009 — 2010
MBA
University of Iowa - Henry B. Tippie College of Business 2000 — 2005
B.B.A, Finance with Emphasis in Accounting
Sam Flamma's ICON Advisers Experience July 2004 - January 2006
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors February 2006 - Present
Icon Advisers July 2004 - January 2006
RTE Asset Management April 1997 - July 2004
Skills
Presenter, Coaching, Business Strategy
Education
Rowan University 1991 — 1995
BS, Finance
Rowan University 1991 — 1995
BS, Finance
Lincoln Financial Distributors February 2006 - Present
Icon Advisers July 2004 - January 2006
RTE Asset Management April 1997 - July 2004
Skills
Presenter, Coaching, Business Strategy
Education
Rowan University 1991 — 1995
BS, Finance
Rowan University 1991 — 1995
BS, Finance
Russell Burk's ICON Advisers Experience July 2003 - February 2005
Job Senior Officer at Invesco Funds
Industry Financial Services
Experience
Invesco Funds March 2005 - Present
Icon Advisers July 2003 - February 2005
Education
University of Denver College of Law 1987 — 1990
JD, Law
University of Colorado at Boulder 1980 — 1984
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Invesco Funds March 2005 - Present
Icon Advisers July 2003 - February 2005
Education
University of Denver College of Law 1987 — 1990
JD, Law
University of Colorado at Boulder 1980 — 1984
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics