Lincoln Trust Company
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Lincoln Trust Company Employees
Accenture Mortgage Cadence February 2015 - Present
PENSCO Trust Company March 2012 - September 2014
Lincoln Trust Company February 2011 - March 2012
3t Systems March 2006 - February 2011
1MAGE Software Inc. December 2001 - February 2006
Qwest Communications June 2000 - September 2001
Intervoice 1998 - 2000
Integrated Telephony Products 1996 - 1998
Skills
Software Documentation, Business Process, SharePoint, Document Management, Technical Documentation, Testing, SDLC, Integration, Business Analysis, Unix, Visio, Enterprise Content..., Agile Methodologies, Databases, ERP, Business Intelligence, Quality Assurance, Linux, SQL, Requirements Analysis, Process Improvement
Education
Colorado State University 1978 — 1982
BA, English
Nelnet Diversified Solutions September 2014 - Present
PENSCO Trust Company October 2013 - September 2014
PENSCO Trust Company July 2010 - October 2013
Lincoln Trust Company January 2009 - July 2010
Lincoln Trust Company January 2007 - July 2010
Fiserv 2007 - 2008
Fiserv Iss June 2006 - November 2007
Fiserv Iss November 2005 - January 2007
Fiserv Investment Support Services January 2006 - June 2006
Skills
SQL, Finance, Mutual Funds, Securities, Banking, Visio, Insurance, Process Improvement, Software Documentation, Business Analysis, Project Management, Requirements Gathering, Testing, Agile Methodologies, Scrum, Management, Sprint Planning, Leadership
Education
University of Hawaii at Hilo 2003 — 2004
BS, Finance, General
Metropolitan State College of Denver 1999 — 2004
B.S., Finance
Pomona Highschool 1995 — 1999
General Studies, General Studies
Seeking employment opportunities - Financial Services,Operations & retirement plan administration November 2014 - Present
Lincoln Trust Co. April 2013 - November 2014
ANB Bank July 2012 - February 2013
Lincoln Trust Company September 2011 - March 2012
Cooney Associates, Inc. January 2011 - April 2011
Oppenheimer Funds, Inc December 2007 - October 2010
Columbia Management - Bank of America June 2004 - August 2007
Joseph Sturniolo & Associates September 2001 - December 2003
Charles Schwab - contracted through Ajilion Financial March 2000 - July 2000
Cyprus Amax Minerals - contracted through Arthur Anderson September 1999 - February 2000
Skills
IRA's, Roth IRA, Mutual Funds, Call Center, Inbound, Client Services, Annuities, SEP, Retirement Planning, 401k Rollovers, Stocks, 529 Plans, Pensions, Wealth Accumulation, Term Life Insurance, Deferred Compensation, Insurance Planning, Universal Life, Employee Benefits, Whole Life, Investments, Bonds, Customer Service, Asset Allocation, Health Insurance, Wealth Transfer, Alternative Investments, Manage Client..., SQL, SAP ERP, Microsoft Excel, Access, Business Process..., Fixed Annuities, Financial Services, IRAs, Retirement, Financial Planners, Call Centers, Wealth, Finance, Securities, Management, 401k
Education
Metropolitan State College of Denver 1998 — 2013
Finance major - Economics minor
Institute of Business and Finance 2006 — 2007
Certified Funds Specialist Designation, Mutual Funds
Community College of Aurora 1996 — 1998
A.A., Business Management
Indiana University Bloomington 1983 — 1987
Merchandising Management
Fisher Investments Institutional Group August 2007 - Present
Fisher Investments Private Client Group February 2003 - June 2007
UBS September 2000 - January 2003
Merrill Lynch April 1995 - September 2000
Lincoln Trust Company November 1992 - April 1995
Safe & Sound Property Management March 1988 - November 1992
Skills
New Business Development, Relationship Management, Institutional Relations, Institutional Sales, Educational Consulting, Consultative Sales..., Client Presentation, Territory..., Key Account Acquisition..., Marketing Strategy, Investments, Institutional, Financial Markets, Asset Management, Financial Services, Institutional..., CRM, Asset Allocation, Alternative Investments, Equities, Investment Strategies, Hedge Funds, Business Development, B2B Marketing, Financial Institutions, Institutional Accounts, Institutional Selling, Consultative Selling..., Product Development, Investment Portfolio..., Manage Client..., Client Relations Skills, Client Education, Commitment to Customer..., Financial Market..., Risk Assessment, Global Regulatory..., Pension Funds, Foundations, Endowments, Trusts, Sales Force Development, Mentoring, Account Acquisitions, Investment Advisory, Consultant Liaison, Investment Management
Education
Colorado State University 1980 — 1985
B.S., Business Finance
Hach Company January 2015 - Present
Hach Company February 2012 - January 2015
Orica USA Inc. March 2011 - February 2012
Orica USA Inc. June 2006 - February 2011
Hydro Aluminium Clervaux S.A. June 2002 - February 2006
Galileo International June 1999 - December 2001
Lincoln Trust Company July 1995 - June 1999
Skills
SAP, Accounts Payable, Internal Controls, Financial Reporting, Accounting, Process Improvement, Auditing, CMA, Microsoft Excel, Hyperion Enterprise, Cost Accounting, Variance Analysis, Analysis, Account Reconciliation, Excel, SAP R/3, Hyperion, Fluent In German, Strategy, Manufacturing, Oracle Applications, SOX Compliance, VBA (Visual Basic)
Education
University of Colorado at Denver 1997 — 2001
MBA, MS Finance
University of Colorado Boulder 1990 — 1995
BS, German Studies
Matrix Financial Solutions May 2013 - Present
La Patisserie Francaise May 2011 - May 2013
Lincoln Trust Company June 2009 - February 2010
Fiserv ISS May 2006 - June 2009
Skills
Cake Decorating, Wedding Cakes, Fondant, Manage Inventory, Staff Development, Management, Mutual Funds, B52 Transfers, ACAT Transfers, Cost Basis, Budgets, Customer Service, Microsoft Excel, Marketing, Retail, Bakery, Banking
Education
University of Northern Colorado 1994 — 1998
Bachelor of Science (BS), Audiology/Audiologist and Speech-Language Pathology/Pathologist
Robert Half July 2013 - October 2013
Lone Star College September 2012 - May 2013
University of Colorado at Colorado Springs August 2002 - December 2007
Lincoln Trust Company December 2000 - July 2002
Skills
University Teaching, Grant Writing, Social Networking, Editing, Teaching, Adult Education, Curriculum Development, Literature, Curriculum Design, Customer Service, Microsoft Office, Social Media, Books, Instructional Design, Higher Education, Press Releases, Research, Public Speaking, Proofreading, Office Management, Office Administration, Front Office, Conference Organization, Travel Arrangements, Phone Etiquette, Multi-line Phone, Office Equipment, Creative Writing, Art
Education
Texas Tech University 1991 — 1995
MA, English
Texas Tech University 1988 — 1991
BA, English
RE/MAX January 2015 - Present
Lincoln Trust Company February 2014 - January 2015
Denver Broncos Football Club January 2008 - September 2013
Skills
Sales, Project Planning, Leadership, Customer Service, Team Building, 401k, Investments, Small Business, Retirement Planning, Salesforce.com, Qualified Retirement..., Microsoft Excel, PowerPoint, Strategic Planning, Operations Management, Agronomy, Hiring Employees, Microsoft Office, Turf, Event Management, Event Planning
Education
Colorado State University 2004 — 2007
Bachelor of Science (BS), Landscape Horticulture with a concentration in Turf Managment
Kaplan Real Estate Education (Jones College)
Denver Water November 2011 - Present
Vinyl Cowboy Productions November 2003 - Present
Accuvant, Inc. August 2011 - November 2011
MWH November 2010 - August 2011
Lincoln Trust Company January 2007 - November 2010
Fiserv ISS (Fortune 500) August 2007 - January 2008
FiservISS August 2006 - August 2007
Fiserv ISS April 2004 - August 2006
Skills
SharePoint, SharePoint Designer, System Administration, Active Directory, Business Intelligence, Access, Software Development, CSS, Microsoft Office..., ASP.NET, Microsoft SQL Server, Process Improvement, Project Management, Business Analysis, Visio, Disaster Recovery, Troubleshooting, Web Applications, Visual Studio, SharePoint Server, Enterprise Architecture
Education
University of Denver 2006 — 2010
Master's degree, Web Design and Technologies, 4.0
University of Denver 2006 — 2010
MSIT Web Designs and Technologies, Web Design and technologies, 4.0
Ball Corporation October 2014 - Present
MWH Global April 2012 - October 2014
ProfitStreams August 2010 - April 2012
Lincoln Trust Company February 2010 - August 2010
Lincoln Trust Company December 2008 - February 2010
Fiserv ISS September 2006 - December 2008
Fiserv ISS June 2004 - September 2006
Fiserv ISS September 2003 - June 2004
Fiserv ISS November 2002 - September 2003
Fiserv ISS September 2001 - November 2002
Skills
SSRS, SSIS, Business Intelligence, Oracle, Microsoft SQL Server, Data Integration, Software Documentation, Software Development, Unix, ETL, Agile Methodologies, SQL, SharePoint, Data Modeling, Databases, Analysis
Education
Metropolitan State University of Denver 1999 — 2004
BS, Computer Information Systems
Valor Christian High School 2014 - Present
Williams-Sonoma, Inc. 2006 - Present
Gunther Douglas 2013 - 2014
The Jones HR Group 2012 - 2014
Shepherd of the Hills Christian School 2003 - 2011
Lincoln Trust Company 1992 - 1997
Texas Commerce Investment Management Company 1988 - 1992
Skills
Microsoft Office, Sourcing, Training, Retail, Forecasting, Social Media, Sales Management, Analysis, Human Resources, Financial Analysis, Employee Relations, Social Networking, Contract Negotiation, Salesforce.com, Marketing Strategy, Customer Satisfaction
Education
University of Nebraska-Lincoln
Bachelors in Business Administration, Finance
Prosperity Bank January 2014 - Present
First Victoria June 2009 - December 2013
Guaranty Bank May 2006 - June 2009
World Savings January 2003 - May 2006
Target January 1999 - January 2003
MCR Sales, Inc. January 1997 - January 1999
Lincoln Trust Company January 1995 - January 1997
Skills
Banking, Process Improvement, Leadership, Insurance, Retail, Finance, Human Resources, Retail Banking, Risk Management, Sales, Consumer Lending, Credit, Loans, Mortgage Lending, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Cross Selling, Lines Of Credit, Mortgage Banking, Underwriting, Credit Risk, Branch Management, Deposits, Branch Banking, Credit Cards, Team Building, Relationship Management, Customer Service, Loan Origination, Residential Mortgages, Financial Services, Financial Risk, Commercial Mortgages, Strategy, Asset Based Lending, Construction Loans, Refinance, Financial Analysis, Mortgage Marketing, Real Estate Financing, Loan Servicing, Internet Banking, Private Banking, Home Equity Lines of..., Mortgage Servicing, Home Equity Loans, Operational Risk, Financial Institutions
Education
Colorado State University 1995 — 1997
MBA, Finance
Colorado State University 1987 — 1991
BS, Psychology / Sociology
Tuome August 2014 - Present
Rouge Tomate October 2013 - August 2014
Starbucks October 2012 - October 2013
Lincoln Trust Company October 2010 - March 2012
IKON Office Solutions/Lincoln Trust Company December 2009 - October 2010
IKON Office Solutions/TD Ameritrade September 2009 - December 2009
Skills
Visual Merchandising, Process Improvement, Banking, Leadership, Management, Research, Sales, Employee Relations, Business Process..., Merchandising, Social Media, Social Media Marketing, Customer Service, Microsoft Office, Microsoft Excel, Team Building, Event Planning
Education
University of Rhode Island 2001 — 2006
Textiles, Merchandising, & Design, Marketing, Management, Business, Buying, Consumerism, Photography
Carmel High School 1997 — 2001
ALPS, A DST Company April 2014 - Present
clasor llc August 2011 - Present
Equity Advisor Solutions, LLC. December 2011 - April 2014
Lincoln Trust Company May 2006 - August 2011
US Securities and Exchange Commission September 2003 - April 2006
Crowell & Moring LLP February 2002 - August 2003
Morgan, Lewis & Bockius LLP September 1995 - February 2002
NASD; U.S. Securities and Exchange Commission; Morgan, Lewis & Bockius LLP 1999 - 2000
Skills
Financial Advisory, Mutual Funds, Private Placements, Trading, Banking Law, Financial Services, FINRA, 401k, Securities Litigation, Banking, Litigation, Investments, Securities Regulation, Analysis, Securities, Retirement Planning, AML, Hedge Funds, Internal Investigations, Investment Management
Education
The Catholic University of America, Columbus School of Law 1997 — 2000
JD, Securities Law
Miami University 1991 — 1995
B.A., Sociology
National CineMedia (NCM) January 2015 - Present
National CineMedia (NCM) May 2012 - Present
Slalom Consulting June 2010 - November 2012
Lincoln Trust Company July 1998 - June 2010
GE Capital January 1997 - July 1998
Skills
C# 4.0, ASP.NET MVC 3, Entity Framework 4, SharePoint Development, WCF, Silverlight 4, Moq, NUnit, RhinoMocks..., JavaScript, jQuery, CSS, TFS, LINQ, ASP.NET MVC, Silverlight, ASP.NET, T-SQL, Entity Framework, ADO.NET, .NET, C#, Web Services, XAML, SQL Server, SharePoint Designer, ASP.NET AJAX, AJAX, Visual Studio, IIS, XSLT, XML, MVC, TDD, Agile, SQL Server 2000-2008, VSS, InfoPath, Application Development, Scrum, DHTML, Web Applications, SQL, Design Patterns, Application Architecture, OOP, Agile Methodologies, SharePoint, Microsoft SQL Server, WPF, Test Driven Development, SSIS
Education
Binghamton University 1986 — 1991
Bachelor of Science, Mathematics/Computer Science
PENSCO Trust Company March 2012 - Present
Lincoln Trust Company November 2009 - March 2012
Fiserv February 2001 - November 2009
Fiserv December 1999 - February 2001
RJN Group June 1992 - November 1999
Education
Colorado State University (MBA) 2014 — 2016
Master of Business Administration (MBA)
University of Florida
BA, Geography
Oracle University (Oracle Corp.)
Oracle Certified Professional
LT Trust, formally known as Lincoln Trust April 2015 - Present
Lincoln Trust Company November 2012 - Present
Lincoln Trust Company November 2010 - November 2012
Fiserv Investment Support Services/Lincoln Trust Company December 2007 - November 2010
Great-West Life & Annuity Insurance Company March 2004 - May 2007
Great-West Life & Annuity January 2000 - March 2004
Skills
Product Management, Email Marketing, Digital Marketing, Competitive Analysis, Mutual Funds, Online Marketing, Product Marketing, Marketing Strategy, Strategy, Cross-functional Team..., Business Analysis
Education
University of Denver - Daniels College of Business 1998 — 2003
MBA
Whitman College 1993 — 1997
B.A., Sociology
EMPOWER Retirement May 2015 - Present
EMPOWER Retirement January 2012 - May 2015
Enterprise Iron Financial Industry Solutions, Inc. June 2011 - January 2012
Lincoln Trust Company August 2008 - March 2011
Merrill Lynch June 2002 - June 2008
Merrill Lynch October 1999 - June 2002
Skills
Retirement, Business Management, Mutual Funds, 401k, Financial Services, Investments, Process Improvement, Vendor Management, Business Analysis, Relationship Management, Risk Management, Call Center, Employee Benefits, Series 7, Securities, Asset Managment, Retirement Planning, Benefits Administration, Call Centers, Asset Management, Leadership, Management, Series 6, Strategic Planning
Education
Kenyon College 1981 — 1985
BA, Political Science
Charles Schwab August 2011 - Present
Lincoln Trust Company June 2010 - August 2011
Retirement Planning Services, Inc. April 2009 - June 2010
Charter Financial Resources, LLC March 2007 - April 2009
FranklinCovey August 2004 - July 2007
High Noon Entertainment June 2006 - August 2006
Education
Metropolitan State University of Denver 2004 — 2007
BA, Modern Languages - German
Pegasus Project Management Services Senior Project ManagerCharles SchwabAugust 2011 - October 2013
Broadridge Financial May 2011 - July 2011
Charles Schwab February 2010 - February 2011
Lincoln Trust Company February 2005 - December 2009
Intrado June 2004 - January 2005
Computer Associates February 1999 - April 2003
Rocky Flats Enviromental Technology Site July 1980 - September 1998
Skills
MS Project, Management, Software Development, Project Planning, PMO, Project Management, Infrastructure, Business Analysis, Quality Assurance, Agile Methodologies, Primavera P6, Process Improvement, PMP, Leadership, Resource Management, Databases
Education
California State University-Long Beach
BA, Math
Project Management Institute
PMP, Project Management
Koelbel and Company, Inc. July 2013 - Present
Dana Keller Sales & Marketing Consulting July 2009 - Present
Southern Crafted Homes November 2008 - June 2009
Keller Homes, Inc. April 2005 - June 2008
Koelbel & Company/Colonnade Communities May 1997 - April 2005
CONTINENTAL HOMES January 1994 - January 1997
CAPITAL ALLOCATION AND MANAGEMENT, INC January 1992 - January 1994
GREAT-WEST LIFE ASSURANCE January 1990 - January 1992
Lincoln Trust Company January 1986 - January 1990
Skills
Strategy, Marketing, Leadership, Marketing Strategy, Public Relations, SEO, Strategic Planning, Management, Sales, Marketing Management, E-commerce, Event Planning, Real Estate, Training, Event Management, Sales Management, Selling, Budgets
Education
University of Baltimore School of Law 1983 — 1984
Colorado College 1977 — 1981
B.A., History/Political Science
D+H March 2011 - Present
Arrow Electronics 2009 - March 2011
Great-West Retirement Services January 2008 - September 2008
Fiserv Investment Support Services January 2003 - December 2006
Lincoln Trust Company January 1999 - December 2002
Trust Company of America April 1996 - December 1998
Resources Trust Company 1985 - 1996
Education
Regis University 2004 — 2009
Business Administration
Certified Product Manager and Product Marketing Manager
Association of International Product Marketing and Management
FINRA Series 6 License
Plan Strategies, Inc. June 2012 - Present
Lincoln Trust Company March 2008 - Present
Lincoln Trust Company February 2004 - March 2008
Crestone Capital Advisors March 2001 - August 2003
Charles Schwab August 1995 - March 2001
Skills
Broker Dealer Compliance, Financial Analysis, Trading, Retirement Planning, Finance, Mutual Funds, Securities, Management, Risk Management, Investments, Process Improvement, Wealth Management, Series 7
Education
The University of Georgia 1990 — 1995
BBA, International Business
England Logistics April 2015 - Present
England Logistics April 2015 - Present
Paradigm fresh October 2014 - December 2014
Paradigm Fresh October 2014 - December 2014
Rocky Mountain Produce Group November 2012 - October 2014
JBS / Swift – USA Imports June 2010 - October 2012
Lincoln Trust Company November 2006 - May 2010
Lincoln Trust Company November 2006 - April 2010
Fiserv / Lincoln Trust Co November 2006 - April 2008
San Antonio Lighthouse February 2005 - February 2006
Skills
Digital Imaging, Forklift Operator, Human Resources, Materials Management, Logistics, Training, Freight, Management, Time Management, Troubleshooting, Finance, Operations Management, Pricing, Manufacturing, Purchasing, Process Improvement, Inventory Management, Warehousing, Customer Service, Shipping, Transportation...
Education
Palomar Community College
Associates Degree, Fine Art
Palomar College 1998 — 2001
AA, Fine and Studio Arts
Palomar Community College 1998 — 2001
Associates Degree, Fine Art
The Standard June 2012 - Present
Lincoln Trust Company 2010 - June 2012
Great-West Retirement Services 2007 - 2010
Education
Regis University
Business Administration
Tyco Integrated Security August 2012 - Present
Scottrade April 2011 - August 2012
Razor Technical Staffing/DSoft Technology October 2010 - October 2010
First Data Corporation December 1999 - January 2010
Storage Technologies Corporation February 1999 - December 1999
Lincoln Trust Company October 1996 - February 1998
ImageMatrix Corporation August 1994 - October 1996
United States Navy/Naval Reserves July 1986 - August 1994
Skills
Windows Server, Windows 7, Windows XP Professional, SharePoint, IIS, Testing, Networking, Software Development, DNS, Software Project..., System Administration, Technical Support, Enterprise Architecture, Enterprise Software, Hardware, Web Applications, Security, Disaster Recovery
Education
Foothill College 1991 — 1993
AS, Aviation Technology
Naval Aviation Technical Training Command 1986 — 1987
Aviation Electronics, Aviation Electronics & Weapons Systems
Regis University
BS, Computer Information Systems
RMB Capital Management August 2012 - Present
Lincoln Trust Company February 2009 - August 2012
ePlan Services, Inc. 2007 - 2009
Great-West Life and Annuity Insurance Company May 2000 - September 2007
Skills
Customer Service, ERISA, Defined Benefit, 403 b, Retirement, 401k, Investments, Plan Design, Employee Benefits, Pensions, Compliance, Customer Relations, Mutual Funds, New Business Development, Benefits Administration, Excel, Administration, Research, Microsoft Office, Word, Problem Solving, Analysis, PowerPoint
Education
University of North Carolina at Chapel Hill 1994 — 1998
Bachelor of Science, Geology
Cochlear August 2010 - Present
Old Mutual Capital, Inc. November 2004 - December 2009
Fiserv Information Support Services 2002 - 2004
Lincoln Trust Company 1991 - 2004
Skills
Talent Management, Employee Relations, Performance Management, Talent Acquisition, Organizational..., Leadership, Training Delivery, Training, Process Improvement, Start-ups, Employee Engagement, Leadership Development, Succession Planning, Human Resources, Change Management, Team Building, Onboarding, Strategic Planning, Workforce Planning, Deferred Compensation, Strategy, Technical Recruiting, Recruiting, Personnel Management, Employee Benefits, Organizational..., Temporary Placement
Education
Metropolitan State College of Denver 1987 — 1991
Bachelor of Science
enVision Business Consulting November 2011 - Present
Lincoln Trust Company June 2008 - November 2011
Fiserv May 2007 - June 2008
Fiserv March 2004 - May 2007
Fiserv May 2000 - February 2004
Merrill Lynch October 1999 - April 2000
Barclays Global Investors October 1998 - October 1999
Barclays Global Investors June 1997 - September 1998
Skills
Process Improvement, Management, Change Management, Business Process, Business Analysis, CRM, Project Management, Program Management, Strategy, Vendor Management, MS Project, Enterprise Software, Business Process..., Agile Methodologies, Business Process..., Leadership, Business Process Design, Analysis, Organizational Learning, Business Intelligence, Information Technology, Enterprise Content..., Project Planning
Education
Colorado State University 2004 — 2006
Master of Education & Human Resources Studies, Organizational Performance and Change
Wells College 1993 — 1997
B.A., Economics and Management, Concentration in Management
Lincoln Trust Company January 2008 - October 2009
Fiserv ISS October 2000 - October 2009
Education
Portland Community College 2005 — 2006
Community College of Denver 2003 — 2005
Business
Impact Legacy Partners' LLC PartnerImpact Legacy Partners, LLC2010 - 2013
Western Energy Advisors, LLC March 2003 - May 2012
PMC 2001 - 2010
ACS Corporation January 1997 - January 1998
Trust Company of America December 1989 - June 1996
CEO, Trust Company of America (Holding Company) January 1988 - January 1996
Trust Company of America 1988 - 1996
Lincoln Trust Company January 1985 - January 1987
Smith Barney January 1979 - January 1985
NYSE retail brokerage June 1979 - March 1984
Skills
Mergers, Due Diligence, Venture Capital, Business Strategy, Hedge Funds, New Business Development, Start-ups, Management, Mergers & Acquisitions, Real Estate, Private Equity, Entrepreneurship, Investments, Finance, Executive Management, Business Development, Small Business, Strategic Planning, Financial Services, Contract Negotiation, Marketing Strategy
Education
Franklin & Marshall College 1970 — 1973
Business
N. Highlands 1967 — 1970
Franklin & Marshal College
Accounting, Business Administration
CIO Executive Advisors March 2012 - Present
Atlantic Partners Corporation March 2012 - Present
Lincoln Trust Company June 2006 - November 2013
Dex Media November 2003 - March 2006
Cendant Corp January 2001 - November 2004
Dunn & Bradstreet January 1996 - January 2001
D&B Global Technology Organization 1996 - 2001
Dun & Bradstreet 1995 - 2000
Barclays Bank Ltd December 1980 - January 1996
UBAF Arab American Bank (acquired by National Bank of Egypt) 1975 - 1981
Skills
Management, Change Management, Risk Management, Outsourcing, Contract Negotiation, Strategy, Mergers, Customer Service, PMO, Coaching, Financial Services, Business Process..., Vendor Management, Project Management, Program Management, Talent Management, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Offshore Drilling, Process Improvement, Information Technology, Leadership, IT Strategy, Start-ups, Strategic Partnerships, Business Process..., Business Analysis
Education
Pace University 1980 — 1982
MBA
Fordham University 1975 — 1979
BS
cardinal spellman 1968 — 1971
Insead, France
Babson College
Harvard University
Tugal's July 2012 - Present
Pizza Hut August 2010 - February 2013
Lincoln Trust Company August 2006 - December 2009
Invesco Aim 1999 - 2006
Skills
Customer Service, Leadership, Series 63, Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Business Analysis, Recruiting, Banking
Education
University of Colorado Denver 2007 — 2011
Texas State University 1994 — 1999
Bachelor of Arts (BA), English Language and Literature, General
Verisight, Inc June 2012 - Present
Lincoln Trust Company August 2010 - 2012
Northwestern Mutual April 2008 - July 2010
Great-West Retirement Services/FASCore, LLC. April 2005 - April 2008
Fire and Police Pension Association of Colorado 2001 - 2005
Skills
Financial Services, Pensions, Recruiting, Employee Benefits, Investment Advisory, Risk Management, Banking, Equities, Financial Advisory, Strategic Financial..., Portfolio Management, Finance, Investment Management, Investment Strategies, Defined Benefit, Business Planning, Financial Analysis, Qualified Retirement..., Defined Contribution, 401k, Retirement, Management, Investments, Mutual Funds, Financial Planning, Strategic Planning
Education
University of Colorado at Boulder - Leeds School of Business 1996 — 2000
BSBA, Finance
Great-West Financial January 2012 - Present
Lincoln Trust Company April 2010 - July 2011
Lincoln Trust Company June 2001 - April 2010
Milliman and Robertson October 1995 - May 2001
Norwest Bank May 1993 - October 1995
Metropolitan Life June 1991 - April 1993
R.L. Morris and Assoc September 1990 - June 1991
Lincoln Trust Company July 1985 - September 1990
Monsanto Oil Company July 1978 - January 1983
Various Oil & Gas and Uranium Mining positions October 1975 - July 1978
Skills
Mutual Funds, Pensions, Employee Benefits, Investments, Valuation, Retirement Planning, Equities, Asset Allocation, 401k
Education
Thunderbird School of Global Management 1974 — 1975
Masters, International Management
University of Wyoming 1970 — 1973
Degree: B.S. with Honor, Business Administration
Metropolitan State University of Denver March 2011 - May 2015
Lincoln Trust Company January 2001 - March 2011
Lincoln Trust January 2010 - October 2010
Fiserv ISS January 2005 - January 2010
Fiserv Trust June 2004 - May 2005
Retirement Accounts, Inc. January 2001 - June 2004
McDonald's Corporation September 1998 - January 2001
McDonald' s August 1998 - January 2001
Chick fil-A April 1996 - August 1998
Skills
Recruiting, Customer Service, Accounting, Business Process, Accounts Payable, Customer Satisfaction, Time Management, Leadership, Mutual Funds, Account Reconciliation, Call Centers, Training, Interviews, Project Management, Process Improvement, Research, CRM, Banking
Education
Metropolitan State University of Denver 2006 — 2015
Westminster High School
EKS&H December 2011 - Present
Lincoln Trust Company June 2011 - December 2011
Rocky Mountain MicroFinance Institute November 2010 - December 2011
Lincoln Trust Company April 2010 - June 2011
Lincoln Trust Company December 2008 - April 2010
Fiserv ISS March 2007 - December 2008
Fiserv ISS February 2006 - March 2007
Fiserv ISS May 2005 - February 2006
The National Veterans’ Training Institute January 1999 - May 2005
Skills
Business Analysis, Project Management, Business Process..., Visio, Financial Analysis, Microsoft Excel, Access, Budgets, Vendor Management, Management, Business Strategy, SharePoint, Strategic Financial..., Marketing, Requirements Analysis, ERP, SQL, Sales, Entrepreneurship
Education
University of Denver - Daniels College of Business 2006 — 2010
MBA, Marketing
Metropolitan State University of Denver 1999 — 2002
BS, Computer Information Systems
Metropolitan State University of Denver 1993 — 1998
BS, Finance
Thomson Reuters-Governance, Risk and Compliance group July 2010 - Present
Lincoln Trust Company October 2005 - July 2010
Janus Funds 1997 - 2005
Skills
Mutual Funds, Securities, Financial Services, Risk Management, AML, Due Diligence, Relationship Management, Investments, Portfolio Management, Financial Risk, Finance, Banking, Series 7, KYC, Leadership
Education
The University of North Dakota 1985 — 1989
BA, Criminal Justice/Sociology
Trust Company of America September 2013 - Present
Trust Company of America March 2013 - September 2013
PENSCO Trust Company March 2012 - March 2013
Lincoln Trust Company December 2009 - March 2012
Fiserv ISS March 2008 - December 2009
Fiserv ISS October 2006 - March 2008
Fiserv ISS September 2005 - October 2006
Fiserv ISS March 2001 - September 2005
Janus Capital Group October 2000 - February 2001
Skills
Process Improvement
Education
University of Colorado Boulder 1996 — 2000
B.A., Economics
Deaf Services Center of Columbus, Ohio July 2015 - Present
Klingbeil Capital Management January 2014 - Present
Jim's Genealogy Research January 2012 - Present
State of Ohio January 2009 - December 2013
State of Ohio Environmental Protection Agency February 1981 - December 2013
The Sports Authority March 2000 - December 2001
Central Ohio Deaf Golf Club April 1994 - March 1996
Liberty Baptist Church of the Deaf January 1988 - December 1992
Buckeye Club of the Deaf January 1985 - December 1987
Lincoln Trust Company June 1980 - August 1980
Skills
Accounts Payable, Accounting, Account Reconciliation, Accounts Receivable, Analysis, PeopleSoft, Financial Reporting, Federal Grants..., Microsoft Excel, Bookkeeping, Financial Accounting, Bank Reconciliation, American Sign Language, Government Accounting, Grant Administration, Microsoft Word, General Ledger, Business Intelligence, Excel, BI Cognos Administration, Internal Controls, Cognos, Cash Flow, Data Reconciliation, Code of Federal..., Online Research, History, Report Writing, Pivot Tables, Quicken, Database Admin, Financial Analysis, Journal Entries, Year-end Close, Teamwork, Fiscal Policy, Microsoft Office 2007, Cash Flow Forecasting, Requirements Gathering, Balance, Budget Monitoring, Reporting, Management
Education
Rochester Institute of Technology 1978 — 1981
Diploma, Business Administration/Accounting
Duxbury High School 1974 — 1978
HS Diploma, Education
Duxbury Public Schools 1971 — 1973
High School Diploma, High School/Secondary Diplomas and Certificates
Boston School for the Deaf 1964 — 1971
Special Education, Speech Therapy and education
Catholic Health Initiatives September 2014 - Present
BE Inspired Marketing and Consulting February 2014 - Present
Catholic Health Initiatives September 2013 - Present
Lincoln Trust Company November 2009 - June 2013
Sashco Sealants July 2004 - June 2009
Denver Museum of Nature & Science June 2002 - June 2004
Skills
Web Design, SharePoint, Graphic Design, Email Marketing, Social Media Marketing, Presentation Development, Adobe Creative Suite, Management, Salesforce.com..., Inbound Lead Generation, SEO copywriting, Private Label, Brand Development, ROI Management, Proofreading, Microsoft Office, InDesign, PowerPoint, MailChimp, SurveyMonkey, Google Analytics, Google Adwords, Adobe Acrobat, Hootsuite, Leadership, Marketing, SEO, Social Media, 401k, Sales, Budgets, Retirement, Sales Operations, Process Improvement, Customer Service, Team Building
Education
Regis University 2009 — 2011
Master of Arts, Education
George Fox University 1998 — 2002
Bachelor of Arts, Biology, Health and Education
Envestnet Asset Management 2011 - Present
Envestnet, Inc 2009 - 2011
Envestnet, Inc 2006 - 2009
Charles Schwab 2003 - 2005
Lincoln Trust Company May 2000 - August 2002
Skills
Process Improvement, Business Analysis, Analysis, Customer Service, Project Management, Banking, Mutual Funds, Asset Allocation, Change Management, Investments, Access, Alternative Investments, Trading, Vendor Management, Derivatives, Portfolio Management, Visio, Equities, Data Analysis, Asset Managment, Finance, Program Management, Series 63, Financial Analysis, Insurance, SDLC, Requirements Gathering, Risk Management, Product Management, Series 7, Software Project..., Financial Services, Strategic Planning, Wealth Management, Securities, Relationship Management, User Acceptance Testing, Requirements Analysis, ETFs, Investment Management, Separately Managed...
Education
Millikin University
B.A.
Galesburg High School
EMPOWER Retirement February 2015 - Present
Strategies, LLC - Denver November 2011 - February 2015
Lincoln Trust Company March 2011 - November 2011
Pershing Advisor Solutions / The Bank of New York Mellon Corp. 2007 - February 2011
Fiserv ISS January 1997 - May 2007
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Institutional, Mutual Funds, Securities, Asset Management, Retirement, Series 7
Education
Colorado State University 1993 — 1996
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
PENSCO Trust Company March 2012 - Present
Lincoln Trust Company November 2010 - March 2012
Trust Industrial Bank November 2009 - 2010
Fiserv Trust Company August 1999 - November 2009
Skills
reducing budget, Budgets, Process Improvement, Business Analysis, Management, Negotiation, Project Planning, Business Intelligence, Security, Contract Negotiation, IT Management, Purchasing, Enterprise Software, Vendor Management, Business Process..., Software Documentation, Analysis, Risk Management, Project Management
Education
Next Level Purchasing 2008 — 2008
SPSM Certification, Senior Professional in Supply Management
Front Range Community College 1998 — 2000
Associate, Computer Science
Trust Company of the South January 2008 - Present
McColl Partners December 2006 - January 2008
TIAA-CREF April 2002 - November 2006
TIAA-CREF February 1998 - June 1999
Portfolio Management Consultants February 1996 - March 1998
Lincoln Trust Company June 1993 - February 1996
Skills
Mergers & Acquisitions, Strategy, Investments, Wealth Management, Securities, Retirement Planning, Finance, Insurance, Asset Management, Investment Advisory, Relationship Management, Alternative Investments, Portfolio Management, Financial Planning, Mutual Funds, Asset Allocation, Financial Advisory, Wealth, Financial Services, High Net Worth..., Investment Strategies, Management, Fixed Annuities, Retirement, Marketing, Financial Analysis
Education
Queens University of Charlotte 2013 — 2015
Finance, General
Saint Mary's College 1989 — 1993
Bachelor's degree, Counseling Psychology
Lincoln Trust Company 2008 - Present
Fiserv ISS January 2004 - December 2007
Fiserv May 2001 - December 2003
Paramin Consulting 1998 - 2000
Information Engineering January 1997 - December 1997
Skills
Enterprise Architecture, Agile Methodologies, Business Intelligence, Integration, Requirements Analysis, Software Development, Data Warehousing, SOA, Scrum, Enterprise Software, Architectures, .NET, IT Management, Web Applications, Java Enterprise Edition, CRM, Project Management, Analysis, Software Engineering, Management
Education
Metropolitan State University of Denver
BS, Computer Information Systems
University of Denver
Masters, Computer Information Systems
Ball Corporation November 2010 - Present
Lincoln Trust Company April 2007 - January 2011
Fiserv Investment Support Services August 2004 - March 2007
ROSBRO June 2000 - August 2004
Education
Metropolitan State University of Denver 2002 — 2004
Bachelor's, Finance
Fiserviss Technical SupportFiserv ISS/Trust Industrial Bank2006 - Present
Lincoln Trust Company 2005 - Present
Education
Regis University 1996 — 2001
PENSCO Trust Company June 2014 - Present
Zonal Retail Data Systems September 2012 - May 2014
ProfitStreams August 2010 - September 2012
Lincoln Trust Company November 2009 - July 2010
Fiserv Investment Support Services April 2007 - July 2010
Dex Media 2004 - 2007
Compuware 2002 - 2004
Company39 2001 - 2002
iXL, Inc 1999 - 2001
First Trust Corporation 1990 - 1999
Skills
Agile Methodologies, Project Management, Software Development, Software Engineering, Software Project..., Enterprise Software, Software Design, Web Development, Web Services, Business Analysis, Analytics, Vendor Management, Management, Scrum, Strategic Planning, IT Strategy, Business Strategy, Mergers & Acquisitions, SharePoint, Start-ups, Process Improvement, Process Simulation, Integration, Oracle, Business Intelligence, SOA, Microsoft SQL Server, Business Development
Education
University of Denver 1997 — 1999
MIS, Computer Information Systems
Arizona State University 1988 — 1990
B.S., Finance
Arizona State University 1988 — 1990
B.S., Real Estate
PENSCO Trust Company March 2012 - June 2014
Lincoln Trust Company November 2008 - March 2012
Fiserv ISS (Fortune 500) 2006 - 2008
Fiserv ISS 2006 - 2008
Fiserv Investment Support Services (Fortune 500) 2006 - 2008
Retriever Payment Systems September 2001 - August 2006
OppenheimerFunds August 1995 - August 2001
Skills
Securities, Mutual Funds, Series 7, Investments, Risk Management, Wealth Management, Alternative Investments, Financial Services, Operations Management, 401k, Process Improvement, Equities, Portfolio Management, Asset Management, Asset Allocation
Education
University of Northern Colorado 1979 — 1983
Bachelor's degree, Psychology
Lincoln Trust Company 2011 - Present
Lincoln Trust Company (formerly Fiserv Investment Support Services) 2009 - Present
Lincoln Trust Company November 1996 - December 2011
Fiserv ISS April 2008 - December 2009
Fiserv ISS (Fortune 500) November 1999 - March 2008
Rocky Mountain Orthodontics July 1973 - January 1994
Skills
Leadership, Project Management, Management, Process Improvement, Strategic Planning, Contract Negotiation, Banking, Training, Budgets, Customer Service, Software Documentation, Securities, Mutual Funds, Financial Analysis, Finance, Financial Services, Business Analysis
Education
Keller Graduate 2007 — 2009
MBA, Accounting
University of Phoenix, Denver 1994 — 1997
BA, Business Administration
Broadridge August 2015 - Present
Pearl Izumi November 2013 - July 2015
PENSCO Trust Company March 2012 - October 2013
Lincoln Trust Company August 2010 - March 2012
Lincoln Trust Company December 2009 - July 2010
Fiserv Investment Support Services June 2000 - November 2009
Skills
Performance Management, Training, Instructional Design, Organizational..., Leadership Development, Benefits Administration, Payroll, Employee Relations, 401k, Process Improvement, Succession Planning, Management, Personnel Management, Recruiting, Human Resources, Onboarding, Talent Management, HRIS, Employee Engagement, Employee Benefits, Workforce Planning, Applicant Tracking..., Employee Training, College Recruiting, FMLA, Talent Acquisition
Education
Colorado State University 2009 — 2011
MS, Organizational Leadership
Regis University 2004 — 2009
BS, Human Resource Management, Communications
Lincoln Trust Company February 2013 - March 2015
ePlan Services, Inc. December 2010 - February 2013
Great West Retirement Services December 2008 - February 2010
Excelsior Youth Center August 2007 - November 2008
Gandolfo's Deli March 2005 - August 2007
Great West Life and Annuity January 2000 - January 2004
Littleton Panthers Lacrosse Club January 2001 - January 2002
Cherry Creek Indians Lacrosse Club January 1999 - January 2001
Skills
Sales, Recruiting, Customer Service, Employee Relations, Human Resources, Technical Support, Functional Requirements, Bookkeeping, Policy Analysis, Windows 2000, Microsoft Office, Microsoft Excel, Employee Benefits, Program Management, Salesforce.com, Strategic Planning, Call Center, Customer Satisfaction, Business Development, Coaching, Analysis, 401k, Call Centers, Project Management
Education
University of Denver - Daniels College of Business 2004 — 2006
MBA, Organizational Leadership
University of Denver - Daniels College of Business 2004 — 2005
Bachelor of Science, Business Administration; International Business 2005
University of Denver 1995 — 1999
Bachelors of Science, International Business
Friends of The Haven April 2013 - Present
PENSCO Trust Company March 2012 - October 2012
Lincoln Trust Company December 2009 - March 2012
Fiserv Investment Support Services (subsidiary of Fiserv) September 2003 - December 2009
Resources Trust Company (subsidiary of Fiserv) May 2000 - September 2003
Lincoln Trust Company (subsidiary of Fiserv) April 1986 - May 2000
Skills
Management, Mergers & Acquisitions, Human Resources, Integration, Retirement, IRAs, Process Improvement, Business Analysis, Risk Management, Call Centers, Project Management, Mutual Funds, Strategic Planning, Finance, Leadership, Financial Services, Operations Management, Retirement Planning, Microsoft Office, Analysis
Education
University of Colorado Denver
Bachelor of Arts (B.A.)
Specialized Loan Servicing August 2013 - Present
RMAC Planning Committee 2002 - Present
Lincoln Trust Company FKA Fiserv Investment Support Services April 1999 - August 2013
Lincoln Trust Company April 1999 - August 2013
Lincoln Trust Company November 2012 - June 2013
RMAC Conference 2005 - 2012
IIA Denver Chaper 2002 - 2010
PricewaterhouseCoopers 1998 - 1999
Norwest Audit Services 1996 - 1998
Norwest Audit Services 1994 - 1996
Skills
Compliance, Audit, Compliance Audits, Risk, Internal Controls, Internal Audit, Risk Assessment, Auditing, SOX, Certified Fraud Examiner, Process Improvement, Risk Management, Fraud Investigations, Certified Internal..., Banking, Operational Risk..., COSO, Quality Auditing, Series 7, Management, Financial Risk, Sarbanes-Oxley Act, Financial Analysis, Project Planning, Securities, IT Audit, Mergers & Acquisitions, Financial Services, Leadership, Financial Reporting, Analysis, Mutual Funds, Fraud, Enterprise Risk..., Sarbanes-Oxley, Business Process..., Strategic Financial..., SEC filings, Financial Audits, Finance, CISA
Education
Regis University 1995 — 1998
MBA, Finance and Accounting
Colorado College 1989 — 1992
BS, Economics
Roy J. Wasson High School 1986 — 1988
OppenheimerFunds September 2011 - February 2012
Lincoln Trust Company October 2007 - September 2010
Fiserv ISS April 2007 - October 2007
INVESCO/AIM Investments April 2001 - April 2007
OppenheimerFunds 1993 - 2001
Skills
Investments, Retirement Planning, Risk Management, Finance, Financial Services, Strategy, Life Insurance, 401k, Customer Service, Management, Mutual Funds, Securities, Business Planning, Asset Managment, Series 7, Series 63, Forecasting, Portfolio Management, Asset Management, Retirement
Education
Metropolitan State University of Denver 1990 — 1994
Charles Schwab & Co., Inc. January 2013 - Present
Lincoln Trust Company December 2009 - January 2013
fka Fiserv Trust Company February 2008 - November 2009
Fiserv Trust Company January 2004 - January 2008
Resources Trust Company May 1999 - December 2003
UMB Bank 1994 - 1999
UMB Bank 1992 - 1994
Skills
Compliance, Risk Management, Analysis, Problem Solving, Banking, Research
Education
Kansas State University 1988 — 1992
Colorado Wildlife Heritage Foundation October 2010 - January 2012
Lincoln Trust Company May 2008 - April 2010
Self-employed February 2003 - May 2008
Envestnet PMC August 2000 - February 2002
Merrill-Lynch March 2000 - August 2000
Skills
Business Development
Education
Regis University 1993 — 1998
BS, Environmental Studies & Biology
Lincoln Trust Company July 1992 - Present
GEIBank Industrial Bank May 1978 - October 1992
Education
Arapahoe Community College 1987 — 1991
Northwest Anesthesia, PA August 2008 - Present
Hospital of the University of Pennsylvania July 2007 - July 2008
University of Iowa Hospitals and Clinics July 2007 - July 2008
University of Iowa 2003 - 2007
Lincoln Trust Company 1995 - 1996
Food Designers 1990 - 1992
Skills
Anesthesia, Cardiac Anesthesia, Vascular Anesthesia, Thoracic Anesthesia, Patient Safety, Transesophageal..., ACLS, Anesthesiology, Board Certified, Medicine, Regional Anesthesia
Education
University of Iowa Roy J. and Lucille A. Carver College of Medicine 1999 — 2003
MD, Medicine
University of Iowa 1996 — 1999
Post-baccalaureate pre-medical
Stanford University 1992 — 1994
MA, East Asian Studies
Colorado College 1988 — 1992
BA, History and Political Science
Kansai Gaidai University 1990 — 1991
N/A, Japanese Studies
Hoover High School 1984 — 1988
Hikawa High School, Yamanashi, Japan 1985 — 1985
Lincoln Trust Company September 2013 - Present
TD Ameritrade May 2008 - September 2012
TD Ameritrade January 2007 - May 2008
TD Ameritrade (PKA Fiserv ISS) January 2006 - January 2007
Ernst & Young January 2003 - January 2006
Central States Funds 2001 - 2003
Skills
SOX, Financial Reporting, Internal Audit, Risk Management, Operations, Risk Assessment, Operational Risk..., COSO Framework, Business Continuity...
Education
Benedictine University 2001 — 2003
MBA, Financial Management, Organization Development, and Accounting
Northern Illinois University 1997 — 2001
BS, Finance, Mathematics Sciences, and Cost Accounting
Confidential January 2009 - Present
10 til 2 June 2007 - January 2009
Kelly Services March 2006 - June 2007
Jackson National Life August 1998 - March 2006
Lincoln Trust Company 1996 - 1998
Education
Regis University 2001 — 2005
BS, Human Resources Management
STRIVE Preparatory Schools July 2009 - Present
Lincoln Trust Company June 2008 - May 2009
Boulder Valley School District February 2007 - May 2008
Rocky Mountain News June 2007 - August 2007
Presidents Leadership Class August 2006 - May 2007
Center for American Progress June 2006 - August 2006
Skills
Public Speaking, Journalism, Leadership, Curriculum Design, Tutoring, Leadership Development, Teaching, Marketing, Nonprofits, Community Outreach, Grant Writing, Editing
Education
University of Colorado Boulder 2004 — 2008
B.A., B.S., Psychology, Print Journalism
Charles Schwab August 2015 - Present
DaVita December 2012 - July 2015
ProBuild Holdings June 2011 - December 2012
Qwest Communications July 2003 - May 2011
Fiserv/First Trust Corporation September 1998 - January 2003
MetLife 1995 - 1998
Lincoln Trust Company March 1993 - June 1995
Skills
Deferred Compensation, Employee Benefits, Auditing, Finance, Benefits Administration, HRIS, Mergers, Performance Management, Vendor Management, Payroll, Human Resources, Temporary Placement, Job Evaluation, Job Analysis, Salary, Incentive Programs, Management, PeopleSoft, Employee Relations, Mergers & Acquisitions, Compensation & Benefit
Education
University of Colorado Denver 2003 — 2005
MA, Economics
University of Colorado Denver 2003 — 2005
Master of Arts (M.A.) E, Economics
Fidelity Investments July 2014 - Present
Fidelity Investments May 1999 - July 2014
Great-West October 1997 - May 1999
Exempla Healthcare October 1996 - October 1997
Lincoln Trust Company May 1992 - October 1996
Skills
Compliance, Pensions, Investments, Equities, Series 63, Risk Management, Mutual Funds, Retirement, Process Improvement, Series 6, Persuasive Presentations, Client Facing Skills, Employee Benefits, Financial Services, 401k, Series 7, Retirement Planning, Securities, Analysis, Asset Allocation, Business Planning, Investment Advisory
Education
University of Colorado Denver 1994 — 1997
M.B.A., Business
Oklahoma State University 1987 — 1991
B.S., Management
Anadarko Petroleum May 2011 - Present
Lincoln Trust Company June 2006 - December 2009
Skills
Training, Accounting, Finance, Access, Accounts Payable, Analysis, Business Analysis, Financial Analysis, Process Improvement, Risk Management, Securities, Account Reconciliation, Financial Reporting
Education
Southwestern Oklahoma State University 1995 — 1999
BA Business Management, Business
LT Trust, formally known as Lincoln Trust January 2015 - Present
Amdocs October 2013 - Present
PENSCO Trust Company June 2011 - October 2013
Amdocs October 2008 - October 2013
Amdocs April 2008 - October 2013
Lincoln Trust Company 2008 - 2010
Fiserv ISS 1996 - 2008
Skills
SQL, Visio, SharePoint, Requirements Analysis, Business Analysis, SDLC, Unix, Software Documentation, Oracle, Agile Methodologies, Technical Support, Disaster Recovery, Integration, Databases, Vendor Management, Microsoft SQL Server, Requirements Gathering, Windows Server, Customer Service, IBM BPM, Software Development, Customer Support, Oracle Applications, IT Operations, Oracle IPM, Information Systems
Education
Denver Seminary 1981 — 1984
MDiv, Education
University of Nebraska-Lincoln 1973 — 1978
BA, Classical Greek, Philosophy, 3.881
Western Distribution November 2012 - Present
Cherry Hills Wine Shop August 2011 - November 2012
Incredible Wine and Spirits July 2010 - August 2011
Lincoln Trust Company June 2008 - August 2010
Elevations Credit Union July 2006 - March 2008
Skills
Customer Service, Insurance, Customer Relations, Process Improvement, Business Analysis, Beer, Web Design
Education
University of Colorado Boulder - Leeds School of Business 2005 — 2007
BSBA, Systems Management
Western Michigan University - Haworth College of Business 2002 — 2005
transfered, Information Systems, Management
American Family Insurance November 2013 - Present
Lincoln Trust Company March 2013 - August 2013
Great-West Retirement Services June 2007 - May 2012
Great West Life And Annuity July 2004 - June 2007
Great-West Financial February 2001 - November 2003
Skills
401k, Retirement, Retirement Planning, Investments, Mutual Funds, Employee Benefits, Pensions, Process Improvement, Fixed Annuities, Leadership, Wealth Management, Investment Advisory, Financial Analysis, Asset Allocation, Business Analysis, Portfolio Management, Defined Benefit, Team Building, Property & Casualty..., Life & Health Insurance...
Education
Iowa State University 1993 — 1997
BA, Journalism Mass Communication
Iowa State University 1993 — 1997
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
First California Mortgage Company April 2015 - Present
US Bank Home Mortgages December 2012 - April 2015
Lincoln Trust Company February 2008 - January 2010
Bellco Credit Union July 2007 - February 2008
American Service Finance International April 2007 - July 2007
Liberty Savings August 2002 - April 2007
Skills
Securities, Project Management, Recruiting, Training, Fixed Income, Trading, Equities, Banking, Customer Service, Credit, Financial Services, Finance, Loans
Education
Art Institute of Colorado 2011 — 2012
Culinary Arts
Mesa State College 1999 — 2001
Graphic Design/Liberal Arts
Highlands Ranch High School 1994 — 1998
Diploma
Bowhead Support Group September 2010 - September 2011
Lincoln Trust Company May 1999 - February 2010
Skills
Microsoft Excel, Fixed Annuities, Yardi, Alternative Assets, Tender Offers, LP, Asset, Account Reconciliation, Securities
Education
Metropolitan State College of Denver 1999 — 2008
B.A, 2008
Lincoln Trust Company December 2009 - February 2010
Fiserv ISS December 2005 - December 2009
Education
University of Denver 2001 — 2005
BSBA, Business Management
Curian Capital April 2011 - Present
Lincoln Trust Company December 2009 - February 2011
Fiserv ISS June 2007 - November 2009
Various Financial Firms November 1980 - June 2007
Education
Cathedral High School 1969 — 1973
Art Institute of Colorado
Multi Media
Starbucks August 2011 - Present
Ten til' Two November 2007 - May 2010
Target-Starbucks August 2008 - September 2009
Express Personnel March 2005 - August 2006
Budget Truck Rental December 2002 - June 2003
Lincoln Trust Company June 2000 - November 2001
Cornerstone CPA Group October 1999 - June 2000
Centura Health/Managed Care February 1999 - October 1999
Allied Signal/Aerospace Bearing October 1996 - November 1998
Education
Front Range Community College 2008 — 2010
AA, General
Front Range Community College
Associates of Arts
Red Rocks Community College
Lincoln Trust Company September 2011 - Present
Lipper Analytical Services Inc. (a Thomson Reuters Company) April 2008 - January 2011
Countrywide Home Loans, Inc. February 2007 - September 2007
TD Ameritrade July 2005 - August 2006
Skills
Mutual Funds, Banking, Risk Management, Finance, Insurance, Retirement Planning, Data Analysis, Accounting, Accounts Payable, Sales, Financial Advisory, Corporate Finance
Education
Indiana State University
Bachelor's Degree, Business Administration
Indiana State UniversityInsurance & Risk Management
Bachelor of Science (B.S.), Insurance & Risk Management/Business Administration
Richland College
Associate's Degree, Liberal Sciences
Waco High School
Lyon County School District April 2014 - Present
Elko County School Dist February 2013 - September 2013
CROSSMARK March 2012 - April 2013
Lincoln Trust Company November 2005 - April 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Management, Insurance, Project Management, Negotiation
Education
University of Northern Colorado 1975 — 1977
Battle Mountain High School 1972 — 1975
Diploma, Spanish Language and Literature, 12
BNY Mellon October 2012 - Present
New York Life Insurance Company May 2012 - August 2012
UBS Wealth Management August 2011 - December 2011
Lincoln Trust Company May 2011 - August 2011
St. James's Place Wealth Management June 2010 - August 2010
Skills
Fixed Income, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Strategic Financial..., Troubleshooting, Insurance, Leadership, Life Insurance, Retirement, Customer Service, Strategic Planning, Management, CRM, Employee Benefits, Business Development, Marketing, Team Leadership, Business Strategy
Education
Colorado State University 2007 — 2011
Bachelor's Degree, Business Administration/Finance
Specialized Loan Servicing, LLC August 2006 - Present
Lincoln Trust Company 1996 - 2006
Security Pacific Financial Services, Inc 1994 - 1996
Skills
Mortgage Servicing, Mortgage Lending, Financial Analysis, Risk Management, Banking
Education
University of Nebraska-Lincoln 1989 — 1993
Finance
Lincoln Trust Company February 2013 - Present
Great-West Life September 2011 - November 2012
Education
Community College of Denver
Office Specialist
Mountain Chapel July 2013 - Present
Lincoln Trust Company November 2004 - September 2011
The Rock Church January 2007 - August 2011
Grace Community Church 2000 - 2004
Skills
Leadership
Education
BSSM 2011 — 2013
Anderson University 1999 — 2003
Bachelor of Arts (B.A.), Christian Ministries