Lincoln Trust Company

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Lincoln Trust Company Employees

Employee
Years
Job
Industry
Robert Cherryhomes Robert Cherryhomes Greater Denver Area Details
Robert Cherryhomes's Lincoln Trust Company Experience February 2011 - March 2012
Job Business Analyst at Accenture Mortgage Cadence
Industry Computer Software
Experience
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

John Vialpando John Vialpando Greater Denver Area Details
John Vialpando's Lincoln Trust Company Experience January 2009 - July 2010
Job IT Project Manager – Scrum Master at Nelnet Diversified Solutions
Industry Financial Services
Experience
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

Angelia Corley-Teague Angelia Corley-Teague Greater Denver Area Details
Angelia Corley-Teague's Lincoln Trust Company Experience September 2011 - March 2012
Job Financial Consultant
Industry Financial Services
Experience
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

David Novak David Novak San Francisco Bay Area Details
David Novak's Lincoln Trust Company Experience November 1992 - April 1995
Job VP of Institutional Business Development » 20+ Years of Financial Services Success Driving Top Sales & AUM Results
Industry Investment Management
Experience
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

Randall Evers, CMA Randall Evers, CMA Loveland, Colorado Details
Randall Evers, CMA's Lincoln Trust Company Experience July 1995 - June 1999
Job Finance Manager Sales & Service at Hach Company
Industry Electrical/Electronic Manufacturing
Experience
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

Sunny Strohfus Sunny Strohfus Denver, Colorado Details
Sunny Strohfus's Lincoln Trust Company Experience June 2009 - February 2010
Job Conversions and Transfers Associate at Matrix Financial Solutions
Industry Financial Services
Experience
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

Tamra (Mabe) Ponton Tamra (Mabe) Ponton Englewood, Colorado Details
Tamra (Mabe) Ponton's Lincoln Trust Company Experience December 2000 - July 2002
Job Administrative Assistant
Industry Law Practice
Experience
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

Kyle Bauman Kyle Bauman Greater Denver Area Details
Kyle Bauman's Lincoln Trust Company Experience February 2014 - January 2015
Job Franchise Development Consultant at RE/MAX, LLC
Industry Real Estate
Experience
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)

Patrick McCoy Patrick McCoy Greater Denver Area Details
Patrick McCoy's Lincoln Trust Company Experience January 2007 - November 2010
Job SharePoint Administrator at Denver Water
Industry Information Technology and Services
Experience
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

Kristian Guerrero Kristian Guerrero Greater Denver Area Details
Kristian Guerrero's Lincoln Trust Company Experience February 2010 - August 2010
Job Solution Architect BI and Data Systems at Ball Corporation
Industry Information Technology and Services
Experience
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

Pam Stingley Pam Stingley Greater Denver Area Details
Pam Stingley's Lincoln Trust Company Experience 1992 - 1997
Job Academic Coordinator at Valor Christian High School
Industry Primary/Secondary Education
Experience
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

Chris Capps Chris Capps Houston, Texas Area Details
Chris Capps's Lincoln Trust Company Experience January 1995 - January 1997
Job Driving profit by developing people
Industry Banking
Experience
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

Lindsey Poleck Lindsey Poleck New York, New York Details
Lindsey Poleck's Lincoln Trust Company Experience October 2010 - March 2012
Job Server at Tuome
Industry Hospitality
Experience
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

Liza Orr Liza Orr Greater Denver Area Details
Liza Orr's Lincoln Trust Company Experience May 2006 - August 2011
Job InHouse Counsel
Industry Law Practice
Experience
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

Jim Baez Jim Baez Englewood, Colorado Details
Jim Baez's Lincoln Trust Company Experience July 1998 - June 2010
Job Software Engineer III at National CineMedia (NCM)
Industry Management Consulting
Experience
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

Bill Garner Bill Garner Greater Denver Area Details
Bill Garner's Lincoln Trust Company Experience November 2009 - March 2012
Job Vice President, Technology
Industry Financial Services
Experience
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

Burke Johnson Burke Johnson Greater Denver Area Details
Burke Johnson's Lincoln Trust Company Experience November 2012 - Present
Job Senior Vice President at LT Trust, formally known as Lincoln Trust
Industry Financial Services
Experience
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

David Donnell David Donnell Greater Denver Area Details
David Donnell's Lincoln Trust Company Experience August 2008 - March 2011
Job Senior Manager, Client Services at EMPOWER Retirement
Industry Financial Services
Experience
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

Jonathan Dunning Jonathan Dunning Austin, Texas Area Details
Jonathan Dunning's Lincoln Trust Company Experience June 2010 - August 2011
Job Defined Contribution Compliance Specialist at Charles Schwab
Industry Financial Services
Experience
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

Harry Johns Harry Johns Greater Denver Area Details
Harry Johns's Lincoln Trust Company Experience February 2005 - December 2009
Job Retired Senior Project Manager
Industry Information Technology and Services
Experience
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

Dana Keller Dana Keller Englewood, Colorado Details
Dana Keller's Lincoln Trust Company Experience January 1986 - January 1990
Job Vice President Sales and Marketing at Koelbel and Company, Inc.
Industry Marketing and Advertising
Experience
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

Joan Owens, PMP Joan Owens, PMP Greater Denver Area Details
Joan Owens, PMP's Lincoln Trust Company Experience January 1999 - December 2002
Job Product Manager at Harland Financial Solutions
Industry Internet
Experience
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

Brice Williams, CFA Brice Williams, CFA Greater Denver Area Details
Brice Williams, CFA's Lincoln Trust Company Experience March 2008 - Present
Job Vice President, Financial Advisor at Plan Strategies, Inc.
Industry Financial Services
Experience
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

Aaron Jecminek Aaron Jecminek Loveland, Colorado Details
Aaron Jecminek's Lincoln Trust Company Experience November 2006 - May 2010
Job Capacity Manager at England Logistics
Industry Logistics and Supply Chain
Experience
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

Kate Aragon Kate Aragon Greater Denver Area Details
Kate Aragon's Lincoln Trust Company Experience 2010 - June 2012
Job Relationship Manager at The Standard
Industry Financial Services
Experience
The Standard  June 2012 - Present
Lincoln Trust Company   2010 - June 2012
Great-West Retirement Services  2007 - 2010

Education
Regis University
Business Administration

Gordon Feliciano Gordon Feliciano Greater Denver Area Details
Gordon Feliciano's Lincoln Trust Company Experience October 1996 - February 1998
Job Senior Systems Analyst at Tyco Integrated Security
Industry Information Technology and Services
Experience
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

James Rosselle, QPA, QKA James Rosselle, QPA, QKA Denver, Colorado Details
James Rosselle, QPA, QKA's Lincoln Trust Company Experience February 2009 - August 2012
Job Retirement Plan Advisor at RMB Capital Management
Industry Financial Services
Experience
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

Kim Coleman, SPHR Kim Coleman, SPHR Greater Denver Area Details
Kim Coleman, SPHR's Lincoln Trust Company Experience 1991 - 2004
Job Human Resources Director at Cochlear Americas
Industry Medical Devices
Experience
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

Alana Schock Alana Schock Greater Denver Area Details
Alana Schock's Lincoln Trust Company Experience June 2008 - November 2011
Job enVision Business Consulting, Senior Consultant
Industry Financial Services
Experience
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

Larisa Cressman Larisa Cressman Greater Denver Area Details
Larisa Cressman's Lincoln Trust Company Experience January 2008 - October 2009
Job Entrepreneur
Industry Financial Services
Experience
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

Robert Woodworth Robert Woodworth Greater Denver Area Details
Robert Woodworth's Lincoln Trust Company Experience January 1985 - January 1987
Job Partner, "Impact Legacy Partners, LLC.....Owner, Western Energy Advisors
Industry Philanthropy
Experience
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

Helen Cousins Helen Cousins Denver, Colorado Details
Helen Cousins's Lincoln Trust Company Experience June 2006 - November 2013
Job President at CIO Executive Advisors
Industry Information Technology and Services
Experience
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

Lex Garcia-Hendrix Lex Garcia-Hendrix Greater Denver Area Details
Lex Garcia-Hendrix's Lincoln Trust Company Experience August 2006 - December 2009
Job ...
Industry Retail
Experience
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

Corey Martin Corey Martin Davenport, Iowa Area Details
Corey Martin's Lincoln Trust Company Experience August 2010 - 2012
Job Director at Verisight, Inc
Industry Financial Services
Experience
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

Charlie Willman Charlie Willman Greater Denver Area Details
Charlie Willman's Lincoln Trust Company Experience April 2010 - July 2011
Job Retirement Plans Compliance at GreatWest Financial
Industry Financial Services
Experience
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

Barbara Stuchell Barbara Stuchell Greater Denver Area Details
Barbara Stuchell's Lincoln Trust Company Experience January 2001 - March 2011
Job Experienced Data Processor for Trust Company
Industry Financial Services
Experience
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

Nathan Jecminek Nathan Jecminek Greater Denver Area Details
Nathan Jecminek's Lincoln Trust Company Experience June 2011 - December 2011
Job Senior Consultant at EKS&H
Industry Information Technology and Services
Experience
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

Tracey Tugya Tracey Tugya Greater Denver Area Details
Tracey Tugya's Lincoln Trust Company Experience October 2005 - July 2010
Job Client Development ManagerCDM/MajorsAmerica
Industry Financial Services
Experience
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

Jennifer Teter Jennifer Teter Greater Denver Area Details
Jennifer Teter's Lincoln Trust Company Experience December 2009 - March 2012
Job Senior Conversion Manager at Trust Company of America
Industry Financial Services
Experience
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

James Beaton James Beaton Columbus, Ohio Area Details
James Beaton's Lincoln Trust Company Experience June 1980 - August 1980
Job Board Member at Deaf Services Center of Columbus, Ohio
Industry Accounting
Experience
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

Bethany Ellis Bethany Ellis Greater Denver Area Details
Bethany Ellis's Lincoln Trust Company Experience November 2009 - June 2013
Job Owner at BE Inspired Marketing and Consulting
Industry Financial Services
Experience
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

Jeff Wingo Jeff Wingo Greater Denver Area Details
Jeff Wingo's Lincoln Trust Company Experience May 2000 - August 2002
Job VP Product Management for Envestnet
Industry Financial Services
Experience
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

Eric Leavitt Eric Leavitt Greater Denver Area Details
Eric Leavitt's Lincoln Trust Company Experience March 2011 - November 2011
Job Regional Sales Director at EMPOWER Retirement
Industry Financial Services
Experience
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

Kathleen McCall-Porter Kathleen McCall-Porter Billings, Montana Details
Kathleen McCall-Porter's Lincoln Trust Company Experience June 1991 - May 2004
Job On Call BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones  January 2014 - Present
ICON Advisers  2004 - 2009
Lincoln Trust Company   June 1991 - May 2004
First Citizens Bank  January 1977 - January 1989

Skills
Series 63, Mutual Funds, Investments, Series 6, Customer Service

Education
Montana State University-Billings   1973 — 1976
Business Administration

Helena High School   1969 — 1973

Cathy Mastroianna Cathy Mastroianna Greater Denver Area Details
Cathy Mastroianna's Lincoln Trust Company Experience November 2010 - March 2012
Job Vendor Relations/ Purchasing and Facilities Management at Pensco Trust Company
Industry Financial Services
Experience
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

Robin Yacovetta Robin Yacovetta Charlotte, North Carolina Area Details
Robin Yacovetta's Lincoln Trust Company Experience June 1993 - February 1996
Job Associate The Trust Company of the South
Industry Financial Services
Experience
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

Jacqueline Hancock Jacqueline Hancock Greater Denver Area Details
Jacqueline Hancock's Lincoln Trust Company Experience 2008 - Present
Job Manager / Lead Data Architect
Industry Computer Software
Experience
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

Dustin Morrow Dustin Morrow Greater Denver Area Details
Dustin Morrow's Lincoln Trust Company Experience April 2007 - January 2011
Job Senior Analyst at Ball Corporation
Industry Information Technology and Services
Experience
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

Alan Reppy Alan Reppy Greater Denver Area Details
Alan Reppy's Lincoln Trust Company Experience 2005 - Present
Job Technical Support Associate at Fiserviss
Industry Financial Services
Experience
Fiserviss  Technical SupportFiserv ISS/Trust Industrial Bank2006 - Present
Lincoln Trust Company   2005 - Present

Education
Regis University   1996 — 2001

Eric Rapp Eric Rapp Greater Denver Area Details
Eric Rapp's Lincoln Trust Company Experience November 2009 - July 2010
Job VP Engineering at PENSCO Trust Company
Industry Financial Services
Experience
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

Bonnie Lewis Bonnie Lewis Greater Denver Area Details
Bonnie Lewis's Lincoln Trust Company Experience November 2008 - March 2012
Job Vice President at PENSCO Trust Company
Industry Financial Services
Experience
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

Sonja Canacari Sonja Canacari Greater Denver Area Details
Sonja Canacari's Lincoln Trust Company Experience 2011 - Present
Job Lead Retirement Plan Specialist at Lincoln Trust Company
Industry Financial Services
Experience
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

Laura Butler, MS, PHR Laura Butler, MS, PHR Denver, Colorado Details
Laura Butler, MS, PHR's Lincoln Trust Company Experience August 2010 - March 2012
Job Human Resources Manager at Broadridge
Industry Human Resources
Experience
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

Andy Gulich, MBA Andy Gulich, MBA Greater Denver Area Details
Andy Gulich, MBA's Lincoln Trust Company Experience February 2013 - March 2015
Job Experienced MBA Seeking a Career Change
Industry Human Resources
Experience
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

Joan Manning Joan Manning Denver, Colorado Details
Joan Manning's Lincoln Trust Company Experience December 2009 - March 2012
Job Board Member and Volunteer at Friends of Haven
Industry Financial Services
Experience
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.)

Debbie Varga Debbie Varga Greater Denver Area Details
Debbie Varga's Lincoln Trust Company Experience April 1999 - August 2013
Job AVP Business Controls at Specialized Loan Servicing
Industry Financial Services
Experience
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

Robert Quintana Robert Quintana Greater Denver Area Details
Robert Quintana's Lincoln Trust Company Experience October 2007 - September 2010
Job Financial Services Professional
Industry Financial Services
Experience
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

Shannon Carson Wehr Shannon Carson Wehr Greater Denver Area Details
Shannon Carson Wehr's Lincoln Trust Company Experience December 2009 - January 2013
Job Manager at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
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

Aaron Wester Aaron Wester Greater Denver Area Details
Aaron Wester's Lincoln Trust Company Experience May 2008 - April 2010
Job Entreprenuer / Sales
Industry Marketing and Advertising
Experience
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

Cyndi Ashford-Garcia Cyndi Ashford-Garcia Greater Denver Area Details
Cyndi Ashford-Garcia's Lincoln Trust Company Experience July 1992 - Present
Job Retirement Plan Specialist at Lincoln Trust Company
Industry Financial Services
Experience
Lincoln Trust Company   July 1992 - Present
GEIBank Industrial Bank   May 1978 - October 1992

Education
Arapahoe Community College   1987 — 1991

Andrew Wilkey Andrew Wilkey Greater Minneapolis-St. Paul Area Details
Andrew Wilkey's Lincoln Trust Company Experience 1995 - 1996
Job Anesthesiologist, Northwest Anesthesia, PA
Industry Hospital & Health Care
Experience
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

Sandra Clemons, MBA Sandra Clemons, MBA Greater Denver Area Details
Sandra Clemons, MBA's Lincoln Trust Company Experience September 2013 - Present
Job Director of Internal Audit
Industry Financial Services
Experience
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

Heidi McKinnon Heidi McKinnon Greater Denver Area Details
Heidi McKinnon's Lincoln Trust Company Experience 1996 - 1998
Job Executive Assistant
Industry Human Resources
Experience
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

Kari Craig Kari Craig Greater Denver Area Details
Kari Craig's Lincoln Trust Company Experience June 2008 - May 2009
Job 6th Grade Writing Teacher at West Denver Preparatory Charter School
Industry Primary/Secondary Education
Experience
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

Holly Morgan Holly Morgan Greater Denver Area Details
Holly Morgan's Lincoln Trust Company Experience March 1993 - June 1995
Job Sr Manager Benefits at Charles Schwab
Industry Human Resources
Experience
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

Kelly Horn Kelly Horn Dallas/Fort Worth Area Details
Kelly Horn's Lincoln Trust Company Experience May 1992 - October 1996
Job Senior Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Ryan Woodson Ryan Woodson Denver, Colorado Details
Ryan Woodson's Lincoln Trust Company Experience June 2006 - December 2009
Job Production Accountant II
Industry Oil & Energy
Experience
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

Gerry Hibbs Gerry Hibbs Greater Denver Area Details
Gerry Hibbs's Lincoln Trust Company Experience 2008 - 2010
Job IT Support at Amdocs
Industry Financial Services
Experience
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

Grant Kleinwachter Grant Kleinwachter Greater Denver Area Details
Grant Kleinwachter's Lincoln Trust Company Experience June 2008 - August 2010
Job Sales Consultant/Dry Dock Brewing Brand Rep at Western Distributing Company
Industry Retail
Experience
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

Anthony Stefani Anthony Stefani Madison, Wisconsin Area Details
Anthony Stefani's Lincoln Trust Company Experience March 2013 - August 2013
Job Policy Sales and Service Representative at American Family Insurance
Industry Financial Services
Experience
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

Caleb Floyd Caleb Floyd Greater Denver Area Details
Caleb Floyd's Lincoln Trust Company Experience February 2008 - January 2010
Job Senior Mortgage Loan Processor
Industry Financial Services
Experience
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

Elaine Paragon-Bates Elaine Paragon-Bates Greater Denver Area Details
Elaine Paragon-Bates's Lincoln Trust Company Experience May 1999 - February 2010
Job Experienced Accounting Support
Industry Financial Services
Experience
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

Ariel Hodge Ariel Hodge Greater Denver Area Details
Ariel Hodge's Lincoln Trust Company Experience December 2009 - February 2010
Job Financial Services Processor at Lincoln Trust Company
Industry Financial Services
Experience
Lincoln Trust Company   December 2009 - February 2010
Fiserv ISS  December 2005 - December 2009

Education
University of Denver   2001 — 2005
BSBA, Business Management

Gerrie Gallegos Gerrie Gallegos United States Details
Gerrie Gallegos's Lincoln Trust Company Experience December 2009 - February 2011
Job at Curian Capital
Industry Financial Services
Experience
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

Cybil Noreika Cybil Noreika Boulder, Colorado Details
Cybil Noreika's Lincoln Trust Company Experience June 2000 - November 2001
Job Barista @ Starbucks
Industry Food & Beverages
Experience
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

April Canady April Canady Greater Denver Area Details
April Canady's Lincoln Trust Company Experience September 2011 - Present
Job Financial Services, Insurance & Risk Management
Industry Financial Services
Experience
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

Debbie Dove Debbie Dove Reno, Nevada Area Details
Debbie Dove's Lincoln Trust Company Experience November 2005 - April 2009
Job School Bus Driver
Industry Public Safety
Experience
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

Nathan Crane Nathan Crane Greater Denver Area Details
Nathan Crane's Lincoln Trust Company Experience May 2011 - August 2011
Job Portfolio Administrator at BNY Mellon
Industry Financial Services
Experience
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

Barry Coon Barry Coon Greater Denver Area Details
Barry Coon's Lincoln Trust Company Experience 1996 - 2006
Job VP of Asset Conversion at Specialized Loan Servicing LLC
Industry Banking
Experience
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

Denise Tarin Denise Tarin Denver, Colorado Details
Denise Tarin's Lincoln Trust Company Experience February 2013 - Present
Job Financial Processor at Lincoln Trust Company
Industry Financial Services
Experience
Lincoln Trust Company   February 2013 - Present
Great-West Life  September 2011 - November 2012

Education
Community College of Denver
Office Specialist

David Franceschini David Franceschini Weaverville, California Details
David Franceschini's Lincoln Trust Company Experience November 2004 - September 2011
Job Associate Pastor at Mountain Chapel
Industry Religious Institutions
Experience
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