Investment Management Consultants Association
Description
The Investments & Wealth InstituteTM, formerly the Investment Management Consultants Association®, the leading provider of advanced education for investment and wealth management professionals, offering ... Founded: 1985
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26 Investment Management Consultants Association employees in database. Find out everything there's to know about Investment Management Consultants Association 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.
Investment Management Consultants Association Employees
Employee
Years
Job
Industry
Nikole Good Nikole Good's Investment Management Consultants Association Experience September 2011 - April 2014
Job Executive Director at Air & Surface Transport Nurses Association and President/Owner of 5280 Association Management, LLC
Industry Executive Office
Experience
5280 Association Management, LLC December 2014 - Present
Air & Surface Transport Nurses Association May 2014 - Present
Investment Management Consultants Association September 2011 - April 2014
GWAMI March 2006 - September 2011
Air & Surface Transport Nurses Association March 2006 - September 2011
Skills
Non-profits, Healthcare, Organizational..., Leadership Development, Team Building, Public Speaking, Strategic Planning, Customer Service, Fundraising, Marketing, Process Improvement, Microsoft Office, Microsoft Excel, Change Management, Leadership, Team Leadership, System Administration, Event Planning, Coaching, Nonprofits
Education
Community College of Aurora 2002 — 2003
N/A, General Education
5280 Association Management, LLC December 2014 - Present
Air & Surface Transport Nurses Association May 2014 - Present
Investment Management Consultants Association September 2011 - April 2014
GWAMI March 2006 - September 2011
Air & Surface Transport Nurses Association March 2006 - September 2011
Skills
Non-profits, Healthcare, Organizational..., Leadership Development, Team Building, Public Speaking, Strategic Planning, Customer Service, Fundraising, Marketing, Process Improvement, Microsoft Office, Microsoft Excel, Change Management, Leadership, Team Leadership, System Administration, Event Planning, Coaching, Nonprofits
Education
Community College of Aurora 2002 — 2003
N/A, General Education
Meghann Shinners, CMP Meghann Shinners, CMP's Investment Management Consultants Association Experience December 2010 - October 2012
Job Experienced Meeting & Event Professional
Industry Events Services
Experience
AANAC November 2012 - Present
Investment Management Consultants Association December 2010 - October 2012
Association of American Medical Colleges January 2006 - October 2010
meghann and jo January 2004 - December 2007
National Association of Corporate Directors January 2002 - November 2005
Skills
Event Management, Meeting Planning, Registration, Hotels, Sponsorship, Food & Beverage, Event Planning, Non-profits, Trade Shows, Marketing, Budget, Budgets, Nonprofits, Program Management, Contract Negotiation, Management, Customer Service, Corporate Events, Marketing Communications, Team Management, Events Coordination, Conference Coordination, Account Management, Conference Management, Entrepreneurship, Certified Meeting..., Conference Organization, Project Management, Conferences, Meeting Scheduling
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics and Political Science
AANAC November 2012 - Present
Investment Management Consultants Association December 2010 - October 2012
Association of American Medical Colleges January 2006 - October 2010
meghann and jo January 2004 - December 2007
National Association of Corporate Directors January 2002 - November 2005
Skills
Event Management, Meeting Planning, Registration, Hotels, Sponsorship, Food & Beverage, Event Planning, Non-profits, Trade Shows, Marketing, Budget, Budgets, Nonprofits, Program Management, Contract Negotiation, Management, Customer Service, Corporate Events, Marketing Communications, Team Management, Events Coordination, Conference Coordination, Account Management, Conference Management, Entrepreneurship, Certified Meeting..., Conference Organization, Project Management, Conferences, Meeting Scheduling
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics and Political Science
Bryant Strickland Bryant Strickland's Investment Management Consultants Association Experience October 2004 - Present
Job INFORMATION SYSTEMS MANAGER at Investment Management Consultants Association
Industry Financial Services
Experience
Investment Management Consultants Association October 2004 - Present
Ogeechee Technical College September 2001 - August 2004
Skills
Network Administration, Network Security, Database Administration, Data Management, Report Writing, Programming, SQL, System Administration
Education
Georgia Southern University 2001 — 2004
Georgia Institute of Technology 1996 — 2000
Bachelor of Science (BS), Computer Science
Investment Management Consultants Association October 2004 - Present
Ogeechee Technical College September 2001 - August 2004
Skills
Network Administration, Network Security, Database Administration, Data Management, Report Writing, Programming, SQL, System Administration
Education
Georgia Southern University 2001 — 2004
Georgia Institute of Technology 1996 — 2000
Bachelor of Science (BS), Computer Science
John C. Granzow John C. Granzow's Investment Management Consultants Association Experience 2004 - 2013
Job Managing Director Investments at The Granzow Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Granzow Consulting Group of Wells Fargo Advisors, LLC September 1994 - Present
Investment Management Consultants Association 2004 - 2013
CapTrust Financial Advisors 1996 - 2002
PaineWebber December 1989 - September 1994
E.F. Hutton & Company 1985 - 1989
Skills
Management, Financial Services, Sales, Financial Advisory, Marketing, Financial Analysis, Hedge Funds, Retirement, Capital Markets, 401k, Separately Managed..., Investments, Strategic Planning, Private Equity, Finance, Asset Allocation, Risk Management
Education
University of Pennsylvania - The Wharton School
Securities Industry Institute
Investment Management Consultants Association
Certified Investment Management Analyst (CIMA), Consulting Services
Western Michigan University
BS, Finance
The Granzow Consulting Group of Wells Fargo Advisors, LLC September 1994 - Present
Investment Management Consultants Association 2004 - 2013
CapTrust Financial Advisors 1996 - 2002
PaineWebber December 1989 - September 1994
E.F. Hutton & Company 1985 - 1989
Skills
Management, Financial Services, Sales, Financial Advisory, Marketing, Financial Analysis, Hedge Funds, Retirement, Capital Markets, 401k, Separately Managed..., Investments, Strategic Planning, Private Equity, Finance, Asset Allocation, Risk Management
Education
University of Pennsylvania - The Wharton School
Securities Industry Institute
Investment Management Consultants Association
Certified Investment Management Analyst (CIMA), Consulting Services
Western Michigan University
BS, Finance
Cheryl Brandes, M.A. Cheryl Brandes, M.A.'s Investment Management Consultants Association Experience June 2014 - Present
Job Education Programs Manager at Investment Management Consultants Association
Industry Education Management
Experience
Investment Management Consultants Association June 2014 - Present
American Animal Hospital Association January 2012 - June 2014
American Animal Hospital Association April 2010 - January 2012
American Animal Hospital Association February 2008 - April 2010
Skills
Program Management, Leadership, Event Planning, Volunteer Management, Adult Education, Meeting Planning, Project Management, Educational Management, Educational Programs, Educational Program..., Animal Welfare, Non-profits, Client Education, Veterinary Medicine, Marketing Strategy, Pets, Nonprofits, Public Speaking, Training, Copy Editing, Media Relations, Internal Medicine, Marketing, Event Management
Education
University of Northern Colorado 2003 — 2005
Master of Arts (MA), Speech Communication and Rhetoric
University of Northern Colorado 1998 — 2002
Bachelor of Arts (BA), Communication: Secondary Teaching
Investment Management Consultants Association June 2014 - Present
American Animal Hospital Association January 2012 - June 2014
American Animal Hospital Association April 2010 - January 2012
American Animal Hospital Association February 2008 - April 2010
Skills
Program Management, Leadership, Event Planning, Volunteer Management, Adult Education, Meeting Planning, Project Management, Educational Management, Educational Programs, Educational Program..., Animal Welfare, Non-profits, Client Education, Veterinary Medicine, Marketing Strategy, Pets, Nonprofits, Public Speaking, Training, Copy Editing, Media Relations, Internal Medicine, Marketing, Event Management
Education
University of Northern Colorado 2003 — 2005
Master of Arts (MA), Speech Communication and Rhetoric
University of Northern Colorado 1998 — 2002
Bachelor of Arts (BA), Communication: Secondary Teaching
Kate Hendrickson Kate Hendrickson's Investment Management Consultants Association Experience September 2010 - April 2011
Job Communications Support Specialist at Investment Management Consultants Association
Industry Marketing and Advertising
Experience
Knoebel School of Hospitality Management May 2011 - Present
Investment Management Consultants Association September 2010 - April 2011
Investment Management Consultants Association February 2010 - September 2010
Perseus Books Group May 2008 - January 2010
Westview Press October 2007 - May 2008
Northern Colorado Business Report October 2006 - October 2007
TeamShare June 2002 - August 2002
Education
Regis University
M.Ed., Secondary English
Colorado State University 2004 — 2007
B.A., English
Knoebel School of Hospitality Management May 2011 - Present
Investment Management Consultants Association September 2010 - April 2011
Investment Management Consultants Association February 2010 - September 2010
Perseus Books Group May 2008 - January 2010
Westview Press October 2007 - May 2008
Northern Colorado Business Report October 2006 - October 2007
TeamShare June 2002 - August 2002
Education
Regis University
M.Ed., Secondary English
Colorado State University 2004 — 2007
B.A., English
Renee Robins Renee Robins's Investment Management Consultants Association Experience August 2010 - December 2012
Job Product Analyst at Metrolist
Industry Real Estate
Experience
Metrolist April 2014 - Present
Adecco Engineering & IT February 2013 - April 2014
Investment Management Consultants Association August 2010 - December 2012
Pearson eCollege September 2007 - August 2010
Fiserv Investment Support Services October 2004 - August 2007
Charles Schwab Financial Services September 2003 - May 2004
InfoSpi.com – Background screening company February 2001 - December 2003
Skills
Event Management, Budgeting, Problem Solving, Event Planning, Budget Management, Product Development, Product Management, Educational Technology, Product Marketing, Public Speaking, Budgets, Marketing Strategy, Marketing, Business Development, Program Management, Management, Nonprofits, Team Leadership, Social Media, Cross-functional Team..., Social Media Marketing, Market Research, Negotiation, Customer Service, Lead Generation, Project Management, Contract Negotiation, New Business Development
Education
NP Learning LLC - PDMA Master Trainers 2012 — 2012
New Product Development Learning and Certification Workshop (32 hours)
Park University 2000 — 2002
Bachelors of Science, Management and Marketing
Palomar College 1997 — 2000
Associate of Arts in Business Management, Business Management
El Capitan High School 1989 — 1993
Metrolist April 2014 - Present
Adecco Engineering & IT February 2013 - April 2014
Investment Management Consultants Association August 2010 - December 2012
Pearson eCollege September 2007 - August 2010
Fiserv Investment Support Services October 2004 - August 2007
Charles Schwab Financial Services September 2003 - May 2004
InfoSpi.com – Background screening company February 2001 - December 2003
Skills
Event Management, Budgeting, Problem Solving, Event Planning, Budget Management, Product Development, Product Management, Educational Technology, Product Marketing, Public Speaking, Budgets, Marketing Strategy, Marketing, Business Development, Program Management, Management, Nonprofits, Team Leadership, Social Media, Cross-functional Team..., Social Media Marketing, Market Research, Negotiation, Customer Service, Lead Generation, Project Management, Contract Negotiation, New Business Development
Education
NP Learning LLC - PDMA Master Trainers 2012 — 2012
New Product Development Learning and Certification Workshop (32 hours)
Park University 2000 — 2002
Bachelors of Science, Management and Marketing
Palomar College 1997 — 2000
Associate of Arts in Business Management, Business Management
El Capitan High School 1989 — 1993
Kathryn Meyer Kathryn Meyer's Investment Management Consultants Association Experience January 1996 - June 2000
Job Yoga Instructor at Bodhi Yoga
Industry Health, Wellness and Fitness
Experience
Bodhi Yoga June 2013 - Present
Gio Medical/AV Medical,Mountain States Medical October 2009 - March 2012
Investment Management Consultants Association January 1996 - June 2000
Best Western Denver West November 1995 - July 1996
Skills
Management, Event Planning, Yoga, Sales, Sports, Event Management, Marketing, Social Media, Time Management, Public Speaking, Sales Management, Coaching, Marketing Strategy, Team Building, Leadership, Social Networking, Strategic Planning
Education
Metropolitan State University of Denver 1991 — 1993
BA, Hospitality, Meeting & Travel Admin
Colorado State University 1987 — 1991
Restaurant/Hotel Management
Bodhi Yoga June 2013 - Present
Gio Medical/AV Medical,Mountain States Medical October 2009 - March 2012
Investment Management Consultants Association January 1996 - June 2000
Best Western Denver West November 1995 - July 1996
Skills
Management, Event Planning, Yoga, Sales, Sports, Event Management, Marketing, Social Media, Time Management, Public Speaking, Sales Management, Coaching, Marketing Strategy, Team Building, Leadership, Social Networking, Strategic Planning
Education
Metropolitan State University of Denver 1991 — 1993
BA, Hospitality, Meeting & Travel Admin
Colorado State University 1987 — 1991
Restaurant/Hotel Management
Richard Yasenchak, CFA, CFP® Richard Yasenchak, CFA, CFP®'s Investment Management Consultants Association Experience October 2003 - April 2005
Job Senior Vice President, Client Portfolio Manager at INTECH Investment Management LLC
Industry Investment Management
Experience
INTECH Investment Management LLC January 2014 - Present
Russell Investments July 2010 - December 2013
Russell Investments May 2008 - June 2010
Russell Investments October 2007 - May 2008
Russell Investments May 2005 - October 2007
Investment Management Consultants Association October 2003 - April 2005
Charles Schwab January 1998 - August 2002
Charles Schwab October 1993 - January 1998
Skills
Investment Management, Portfolio Management, Asset Allocation, Equities, Investment Strategies, Alternative Investments, Investments, Asset Management, Hedge Funds, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Client Relations Skills, Fixed Income, Investment Advisory, Fund Of Funds, Institutional..., Financial Risk, Leadership, Wealth Management, Risk Management, Strategic Financial..., Portfolio Construction, Portfolio Performance..., Personal Financial..., Written & Oral..., ETFs, Portfolio Optimization, Risk Analysis, Contract Negotiation, Project Management, Investment Banking
Education
College for Financial Planning 2002 — 2004
Master of Science, Financial Analysis
Metropolitan State University of Denver 1998 — 2000
Certificate in Personal Financial Planning, Financial Planning and Services
University of Colorado at Boulder 1989 — 1992
Bachelor of Science, Business Administration
INTECH Investment Management LLC January 2014 - Present
Russell Investments July 2010 - December 2013
Russell Investments May 2008 - June 2010
Russell Investments October 2007 - May 2008
Russell Investments May 2005 - October 2007
Investment Management Consultants Association October 2003 - April 2005
Charles Schwab January 1998 - August 2002
Charles Schwab October 1993 - January 1998
Skills
Investment Management, Portfolio Management, Asset Allocation, Equities, Investment Strategies, Alternative Investments, Investments, Asset Management, Hedge Funds, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Client Relations Skills, Fixed Income, Investment Advisory, Fund Of Funds, Institutional..., Financial Risk, Leadership, Wealth Management, Risk Management, Strategic Financial..., Portfolio Construction, Portfolio Performance..., Personal Financial..., Written & Oral..., ETFs, Portfolio Optimization, Risk Analysis, Contract Negotiation, Project Management, Investment Banking
Education
College for Financial Planning 2002 — 2004
Master of Science, Financial Analysis
Metropolitan State University of Denver 1998 — 2000
Certificate in Personal Financial Planning, Financial Planning and Services
University of Colorado at Boulder 1989 — 1992
Bachelor of Science, Business Administration
Chase Squires Chase Squires's Investment Management Consultants Association Experience April 2014 - November 2014
Job Creative Writer, Financial Services at Transamerica
Industry Public Relations and Communications
Experience
Transamerica November 2014 - Present
Investment Management Consultants Association April 2014 - November 2014
College In Colorado, State of Colorado December 2012 - April 2014
University of Denver March 2012 - December 2013
University of Denver March 2007 - December 2012
Associated Press May 2006 - March 2007
Tampa Bay Times - Times Publishing Co June 1998 - May 2006
The News-Press Media Group January 1998 - June 1998
Spartanburg Herald-Journal October 1994 - January 1998
States News Service January 1993 - October 1994
Skills
Journalism, Copy Editing, Feature Articles, News Writing, Editing, Newsletters, Storytelling, Public Relations, Publications, Social Media, Crisis Communications, Strategic Communications, Web Content, Speech Writing, Nonprofits, Internal Communications, Advertising, Proofreading, Communication Training, Public Speaking, Media Relations, Content Management, Content Strategy, Marketing, Press Releases, Facebook, Ap Style, Creative Writing, Publicity, Content Development, Community Development, Social Media Marketing, Corporate Communications, Fundraising, Marketing Communications
Education
University of Denver
Master's, Organizational and Professional Communication
University of Denver
Certificate of Graduate Studies, Public Relations
The Citadel
Bachelor of Arts, English
Transamerica November 2014 - Present
Investment Management Consultants Association April 2014 - November 2014
College In Colorado, State of Colorado December 2012 - April 2014
University of Denver March 2012 - December 2013
University of Denver March 2007 - December 2012
Associated Press May 2006 - March 2007
Tampa Bay Times - Times Publishing Co June 1998 - May 2006
The News-Press Media Group January 1998 - June 1998
Spartanburg Herald-Journal October 1994 - January 1998
States News Service January 1993 - October 1994
Skills
Journalism, Copy Editing, Feature Articles, News Writing, Editing, Newsletters, Storytelling, Public Relations, Publications, Social Media, Crisis Communications, Strategic Communications, Web Content, Speech Writing, Nonprofits, Internal Communications, Advertising, Proofreading, Communication Training, Public Speaking, Media Relations, Content Management, Content Strategy, Marketing, Press Releases, Facebook, Ap Style, Creative Writing, Publicity, Content Development, Community Development, Social Media Marketing, Corporate Communications, Fundraising, Marketing Communications
Education
University of Denver
Master's, Organizational and Professional Communication
University of Denver
Certificate of Graduate Studies, Public Relations
The Citadel
Bachelor of Arts, English
Michelle Fair, M.A. Michelle Fair, M.A.'s Investment Management Consultants Association Experience 2015 - Present
Job Global Services Manager
Industry International Affairs
Experience
Investment Management Consultants Association 2015 - Present
Curian Capital August 2014 - 2015
Texsource Texas July 2013 - August 2014
Professional Service Technology April 2009 - February 2013
Colorado Citizens Campaign and Clean Water Action May 2008 - September 2009
Anautics, Inc. October 2004 - January 2006
Skills
International Relations, Event Management, Microsoft Office, Customer Service, Customer Relations, Project Management, Management, Negotiation, Fundraising, Quantitative Analytics, Software Development, Relation Management, Organization, Analysis, Nonprofits, PowerPoint, Event Planning, Public Speaking, Social Media, Public Relations, Lean Management, Conflict Resolution, Training, Program Management, Strategic Planning, Leadership, Sales, Team Building, Community Outreach, Policy Analysis, International..., Public Policy, Research
Education
University of Denver 2007 — 2009
M.A., International Relations Concentrations in Security and Development, 3.78
Université Blaise Pascal (Clermont-II) - Clermont-Ferrand 2006 — 2006
Certificate of International Business with French Language
University of Oklahoma 2004 — 2006
B.A., International and Area Studies, 3.79
Investment Management Consultants Association 2015 - Present
Curian Capital August 2014 - 2015
Texsource Texas July 2013 - August 2014
Professional Service Technology April 2009 - February 2013
Colorado Citizens Campaign and Clean Water Action May 2008 - September 2009
Anautics, Inc. October 2004 - January 2006
Skills
International Relations, Event Management, Microsoft Office, Customer Service, Customer Relations, Project Management, Management, Negotiation, Fundraising, Quantitative Analytics, Software Development, Relation Management, Organization, Analysis, Nonprofits, PowerPoint, Event Planning, Public Speaking, Social Media, Public Relations, Lean Management, Conflict Resolution, Training, Program Management, Strategic Planning, Leadership, Sales, Team Building, Community Outreach, Policy Analysis, International..., Public Policy, Research
Education
University of Denver 2007 — 2009
M.A., International Relations Concentrations in Security and Development, 3.78
Université Blaise Pascal (Clermont-II) - Clermont-Ferrand 2006 — 2006
Certificate of International Business with French Language
University of Oklahoma 2004 — 2006
B.A., International and Area Studies, 3.79
Wendy Kraus, CMP Wendy Kraus, CMP's Investment Management Consultants Association Experience March 2009 - January 2012
Job Conference Program Manager at IMCA
Industry Events Services
Experience
University of Denver October 2009 - Present
IMCA January 2012 - January 2013
Investment Management Consultants Association March 2009 - January 2012
Big Brothers Big Sisters of Colorado March 2008 - November 2009
Skills
Volunteer Management, Non-profits, Event Planning, Program Development, Public Speaking, Event Management, Community Outreach, Fundraising, Grant Writing, Strategic Planning, Public Relations, Nonprofits, Social Networking, Training, Social Media
Education
University of Colorado at Denver 2002 — 2006
B.A., Communications
University of Denver October 2009 - Present
IMCA January 2012 - January 2013
Investment Management Consultants Association March 2009 - January 2012
Big Brothers Big Sisters of Colorado March 2008 - November 2009
Skills
Volunteer Management, Non-profits, Event Planning, Program Development, Public Speaking, Event Management, Community Outreach, Fundraising, Grant Writing, Strategic Planning, Public Relations, Nonprofits, Social Networking, Training, Social Media
Education
University of Colorado at Denver 2002 — 2006
B.A., Communications
Patricia graham Patricia graham's Investment Management Consultants Association Experience April 2004 - October 2007
Job Meeting Planner
Industry Hospitality
Experience
Self Employed Meeting Planner August 2013 - Present
CH2M HILL February 2008 - July 2013
Investment Management Consultants Association April 2004 - October 2007
Brede Exposition Services June 1999 - March 2004
Compute Beyond LLC January 1998 - January 1999
Johns Manville October 1978 - November 1997
Skills
Meeting Planning, Corporate Events, Logistics, Contract Negotiation, Microsoft Office, Customer Service, Coordinate Meetings, Attendee Registration, Onsite Coordination, RFP Generation
Education
Catawba College 1966 — 1970
Bachelor of Arts (B.A.), Secondary Education and Teaching
Self Employed Meeting Planner August 2013 - Present
CH2M HILL February 2008 - July 2013
Investment Management Consultants Association April 2004 - October 2007
Brede Exposition Services June 1999 - March 2004
Compute Beyond LLC January 1998 - January 1999
Johns Manville October 1978 - November 1997
Skills
Meeting Planning, Corporate Events, Logistics, Contract Negotiation, Microsoft Office, Customer Service, Coordinate Meetings, Attendee Registration, Onsite Coordination, RFP Generation
Education
Catawba College 1966 — 1970
Bachelor of Arts (B.A.), Secondary Education and Teaching
Jill Ladouceur's Investment Management Consultants Association Experience 2012 - Present
Job Director of Creative Services at Investment Management Consultants Association
Industry Nonprofit Organization Management
Experience
Investment Management Consultants Association 2012 - Present
AFCPE 2000 - Present
Financial Planning Association September 2005 - June 2012
Deadline Publishing 1995 - 2005
Education
Regis University 1987 — 1991
BSBA, Marketing
Investment Management Consultants Association 2012 - Present
AFCPE 2000 - Present
Financial Planning Association September 2005 - June 2012
Deadline Publishing 1995 - 2005
Education
Regis University 1987 — 1991
BSBA, Marketing
Tricia Fleming Tricia Fleming's Investment Management Consultants Association Experience January 2000 - August 2015
Job Open to new opportunities|Continuing Education|Credentialing|Customer Service|Program Management|elearning
Industry Education Management
Experience
Investment Management Consultants Association January 2000 - August 2015
PHH Mortgage September 1997 - November 1999
Skills
Public Speaking, Nonprofits, Management, Strategic Planning, Program Development, Mutual Funds, Leadership, Wealth Management, Series 7, Customer Service, Team Building, Time Management, Adult Education, E-Learning
Education
Queens College 1993 — 1998
Bachelor’s Degree
Calhoun High School 1986 — 1990
Investment Management Consultants Association January 2000 - August 2015
PHH Mortgage September 1997 - November 1999
Skills
Public Speaking, Nonprofits, Management, Strategic Planning, Program Development, Mutual Funds, Leadership, Wealth Management, Series 7, Customer Service, Team Building, Time Management, Adult Education, E-Learning
Education
Queens College 1993 — 1998
Bachelor’s Degree
Calhoun High School 1986 — 1990
Jeff Carlin's Investment Management Consultants Association Experience January 2008 - January 2012
Job Managing Director, National Sales Manager at Nuveen Investments
Industry Financial Services
Experience
Olympic Club Foundation January 2011 - Present
Nuveen Investments July 2010 - Present
Investment Management Consultants Association January 2008 - January 2012
IndexIQ January 2009 - July 2010
Charles Schwab December 2002 - January 2009
Schwab Institutional December 2002 - January 2009
Smith Barney September 1995 - December 2002
State Street Bank and Trust February 1993 - September 1995
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, ETFs, Investments, Asset Allocation, Wealth Management, Asset Managment, Hedge Funds, Separately Managed..., Investment Advisory, Portfolio Management, Investment Strategies, Series 24
Education
San Diego State University-California State University 1987 — 1992
BS, Finance, emphasis in Real Estate
Olympic Club Foundation January 2011 - Present
Nuveen Investments July 2010 - Present
Investment Management Consultants Association January 2008 - January 2012
IndexIQ January 2009 - July 2010
Charles Schwab December 2002 - January 2009
Schwab Institutional December 2002 - January 2009
Smith Barney September 1995 - December 2002
State Street Bank and Trust February 1993 - September 1995
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, ETFs, Investments, Asset Allocation, Wealth Management, Asset Managment, Hedge Funds, Separately Managed..., Investment Advisory, Portfolio Management, Investment Strategies, Series 24
Education
San Diego State University-California State University 1987 — 1992
BS, Finance, emphasis in Real Estate
Elissa Motley's Investment Management Consultants Association Experience October 2011 - Present
Job Executive Office Professional
Industry Executive Office
Experience
Investment Management Consultants Association October 2011 - Present
PRO Group Inc November 2007 - December 2010
Wellbridge October 2004 - May 2007
The Broe Companies April 2002 - September 2004
Rail Europe Group 1997 - 2000
Skills
Budgets, Non-profits, Marketing, Event Planning, Meeting Planning, Employee Benefits, Event Management, Calendaring, Executive Support, Newsletters, Public Relations, Administrative..., Human Resources, Accounts Payable
Education
Rochester Institute of Technology 1989 — 1992
B.S., International Hospitality and Service Management
State University of New York College of Agriculture and Technology at Cobleskill 1986 — 1988
A.A.S., HOTEL TECHNOLOGY
Investment Management Consultants Association October 2011 - Present
PRO Group Inc November 2007 - December 2010
Wellbridge October 2004 - May 2007
The Broe Companies April 2002 - September 2004
Rail Europe Group 1997 - 2000
Skills
Budgets, Non-profits, Marketing, Event Planning, Meeting Planning, Employee Benefits, Event Management, Calendaring, Executive Support, Newsletters, Public Relations, Administrative..., Human Resources, Accounts Payable
Education
Rochester Institute of Technology 1989 — 1992
B.S., International Hospitality and Service Management
State University of New York College of Agriculture and Technology at Cobleskill 1986 — 1988
A.A.S., HOTEL TECHNOLOGY
Amy L Carlson's Investment Management Consultants Association Experience March 2007 - July 2013
Job Senior Legal Analyst at First Data Corporation
Industry Legal Services
Experience
First Data Corporation September 2014 - Present
Investment Management Consultants Association March 2007 - July 2013
Great West Life October 2000 - September 2003
Lottner Rubin Fishman Brown & Saul March 1997 - October 2000
Skills
Contract Negotiation, Strategic Planning, Development of..., Regulatory Affairs, Litigation Management, Healthcare Industry, Financial Services, OFAC, Legal Compliance, Standards Compliance, Managing Database, Database Design, Legal Research, Intellectual Property, Trademark Infringement, Trademark & Copyright...
Education
University of San Diego 1991 — 1991
Paralegal Certificate, Paralegal Certificate
MidAmerica Nazarene University 1987 — 1991
BA, Psychology/Business
First Data Corporation September 2014 - Present
Investment Management Consultants Association March 2007 - July 2013
Great West Life October 2000 - September 2003
Lottner Rubin Fishman Brown & Saul March 1997 - October 2000
Skills
Contract Negotiation, Strategic Planning, Development of..., Regulatory Affairs, Litigation Management, Healthcare Industry, Financial Services, OFAC, Legal Compliance, Standards Compliance, Managing Database, Database Design, Legal Research, Intellectual Property, Trademark Infringement, Trademark & Copyright...
Education
University of San Diego 1991 — 1991
Paralegal Certificate, Paralegal Certificate
MidAmerica Nazarene University 1987 — 1991
BA, Psychology/Business
Diane Sabo, CMP's Investment Management Consultants Association Experience 2004 - 2010
Job Grass Valley, A Belden Brand (Formerly Miranda Technologies)
Industry Broadcast Media
Experience
Investment Management Consultants Association 2004 - 2010
Encoda Systems (Formerly Columbine/CJDS - Now Harris) 1988 - 2003
Skills
Social Networking, Trade Shows, Meeting Planning, Event Planning, Marketing Strategy, Event Management, Management, Registration, Marketing, Strategic Planning, Contract Negotiation, Project Planning, Strategy, Project Management, Budgets
Education
Colorado State University 1977 — 1981
B.S., Business Administration with emphasis in Marketing
Alameda High School
Investment Management Consultants Association 2004 - 2010
Encoda Systems (Formerly Columbine/CJDS - Now Harris) 1988 - 2003
Skills
Social Networking, Trade Shows, Meeting Planning, Event Planning, Marketing Strategy, Event Management, Management, Registration, Marketing, Strategic Planning, Contract Negotiation, Project Planning, Strategy, Project Management, Budgets
Education
Colorado State University 1977 — 1981
B.S., Business Administration with emphasis in Marketing
Alameda High School
Katie Sachse's Investment Management Consultants Association Experience June 2005 - May 2006
Job Digital Marketing Consultant
Industry Marketing and Advertising
Experience
Smolen, Smolen & Roytman PLLC June 2014 - Present
SwellPath January 2013 - January 2014
SwellPath January 2009 - December 2012
Holland Hall School October 2006 - August 2008
Investment Management Consultants Association June 2005 - May 2006
Rada Advertising October 2002 - August 2004
Skills
SEM, SEO, PPC, Digital Marketing, Google Analytics, Google Adwords, Digital Strategy, Email Marketing, Digital Media, Integrated Marketing, Online Advertising, Advertising, Analytics, Marketing, Press Releases, Strategy, Web Analytics, B2B
Education
The University of Kansas 1998 — 2002
BA, Marketing Communications
University of Newcastle 2000 — 2000
Study Abroad Program
Smolen, Smolen & Roytman PLLC June 2014 - Present
SwellPath January 2013 - January 2014
SwellPath January 2009 - December 2012
Holland Hall School October 2006 - August 2008
Investment Management Consultants Association June 2005 - May 2006
Rada Advertising October 2002 - August 2004
Skills
SEM, SEO, PPC, Digital Marketing, Google Analytics, Google Adwords, Digital Strategy, Email Marketing, Digital Media, Integrated Marketing, Online Advertising, Advertising, Analytics, Marketing, Press Releases, Strategy, Web Analytics, B2B
Education
The University of Kansas 1998 — 2002
BA, Marketing Communications
University of Newcastle 2000 — 2000
Study Abroad Program
Debbie Nochlin's Investment Management Consultants Association Experience September 2003 - Present
Job Managing Editor at Investment Management Consultants Association
Industry Financial Services
Experience
Investment Management Consultants Association September 2003 - Present
Skills
Editing, Writing, Copy Editing, Proofreading, Corporate Communications, Publishing, Publications, Project Management, Content Management, Volunteer Management
Education
American University
MA, International Affairs
University of Michigan 1977 — 1981
BA, French and Russian
Investment Management Consultants Association September 2003 - Present
Skills
Editing, Writing, Copy Editing, Proofreading, Corporate Communications, Publishing, Publications, Project Management, Content Management, Volunteer Management
Education
American University
MA, International Affairs
University of Michigan 1977 — 1981
BA, French and Russian
Gary Diffendaffer, CFP's Investment Management Consultants Association Experience December 2014 - Present
Job Chief Certification and Global Services Officer at Investment Management Consultants Association
Industry Investment Management
Experience
Investment Management Consultants Association December 2014 - Present
Investment Management Consultants Association April 2008 - Present
CFP Board 1995 - 2005
Skills
Personnel certifications, Association Management, Personal Finance, Customer Service, ISO Certifications, Nonprofits
Education
University of Nebraska-Lincoln 1964 — 1972
B.S. and M.A., Economics; Management
Investment Management Consultants Association December 2014 - Present
Investment Management Consultants Association April 2008 - Present
CFP Board 1995 - 2005
Skills
Personnel certifications, Association Management, Personal Finance, Customer Service, ISO Certifications, Nonprofits
Education
University of Nebraska-Lincoln 1964 — 1972
B.S. and M.A., Economics; Management
Bob Clelland's Investment Management Consultants Association Experience 1989 - Present
Job Chairman at Pendleton Cottages Project
Industry Investment Management
Experience
Clelland & Company, Inc. 1992 - Present
Investment Management Consultants Association 1989 - Present
R.B. Clelland & Company, Inc. 1989 - 1992
SEI Wealth Management Company 1988 - 1989
SEI Investments 1981 - 1988
IBM 1969 - 1981
Skills
Wealth Management, Investment Advisory, Asset Management, Management, Mutual Funds, Investment Management, Alternative Investments, Due Diligence, Financial Advisory, Financial Modeling, Hedge Funds, Leadership
Education
IMCA 1992 — 1992
CIMA® Designee, Investment Consulting
San Francisco State University 1966 — 1969
BA, International Business Management
Clelland & Company, Inc. 1992 - Present
Investment Management Consultants Association 1989 - Present
R.B. Clelland & Company, Inc. 1989 - 1992
SEI Wealth Management Company 1988 - 1989
SEI Investments 1981 - 1988
IBM 1969 - 1981
Skills
Wealth Management, Investment Advisory, Asset Management, Management, Mutual Funds, Investment Management, Alternative Investments, Due Diligence, Financial Advisory, Financial Modeling, Hedge Funds, Leadership
Education
IMCA 1992 — 1992
CIMA® Designee, Investment Consulting
San Francisco State University 1966 — 1969
BA, International Business Management
Rhonda Eaker, PhD's Investment Management Consultants Association Experience 2001 - 2004
Job Director, The Applied Learning Center at Metropolitan State College of Denver
Industry Higher Education
Experience
Metropolitan State University of Denver August 2007 - Present
Argosy University 2005 - 2010
Investment Management Consultants Association 2001 - 2004
Bacone College 1998 - 1999
University of the Pacific 1987 - 1998
Skills
Student Affairs, Student Development, Higher Education, Teaching, Adult Education, Program Development, Curriculum Development, Research, Curriculum Design, Academic Advising, Instructional Design, Resume Writing, Admissions, Staff Development, Student Engagement, Grant Writing, Community Outreach, Program Evaluation
Education
Colorado State University 2005 — 2008
PhD, Higher Education - Organizational Performance and Change
University of California, Davis 1985 — 1986
MEd, Education
Baylor University 1978 — 1982
BA, Business Administration
Metropolitan State University of Denver August 2007 - Present
Argosy University 2005 - 2010
Investment Management Consultants Association 2001 - 2004
Bacone College 1998 - 1999
University of the Pacific 1987 - 1998
Skills
Student Affairs, Student Development, Higher Education, Teaching, Adult Education, Program Development, Curriculum Development, Research, Curriculum Design, Academic Advising, Instructional Design, Resume Writing, Admissions, Staff Development, Student Engagement, Grant Writing, Community Outreach, Program Evaluation
Education
Colorado State University 2005 — 2008
PhD, Higher Education - Organizational Performance and Change
University of California, Davis 1985 — 1986
MEd, Education
Baylor University 1978 — 1982
BA, Business Administration