Lipper, A Thomson Reuters Company
Industry: Financial services company
DescriptionThomson Reuters Lipper is an American financial services firm. Founded in 1973 as Lipper Analytical Services, it was acquired by Reuters in 1998. Lipper delivers data on more than 265,000 collective investments in 61 countries. Parent organization: Thomson Reuters Corporation Founded: 1973 Headquarters: New York City, NY Number of employees: over 500 globally Founder: A. Michael Lipper, CFA
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Lipper, A Thomson Reuters Company Employees
Burg Simpson Eldredge Hersh & Jardine, P.C. March 2015 - Present
Recommind January 2014 - February 2015
Catalyst Repository Systems January 2013 - February 2014
Catalyst Repository Systems November 2010 - December 2012
Catalyst Repository Systems June 2008 - November 2010
Catalyst Repository Systems February 2006 - May 2008
Lipper, A Thomson Reuters Company August 2004 - August 2005
T-Mobile June 2002 - December 2003
Skills
Project Management, Databases, Litigation Support, Document Management, EDRMS, Document Review, Consulting, Business Development, Management, Process Improvement, SQL, Software Project..., Business Process..., Agile Methodologies, Cloud Computing, Analysis, Microsoft SQL Server, SaaS, ESI
Education
Bellevue University 2000 — 2004
Bachelor of Applied Science (BASc), Computer Science and Information Sciences
The British School, New Delhi 1992 — 1997
National MS Society March 2008 - Present
Lipper, A Thomson Reuters Company January 2007 - February 2008
Total Commercial Supply February 2003 - October 2005
Progress Marketing Group July 2001 - January 2003
Young Voices of Colorado August 2000 - June 2001
Muscular Dystrophy Association January 1995 - January 1998
American Hawaii Cruises and Island Printing January 1993 - January 1995
Skills
Event Planning, Fundraising, Grant Writing, Budgets, Non-profits, Public Speaking, Volunteer Management, Event Management, Media Relations, Social Media, PowerPoint, Training, Public Relations, Grants, Marketing Communications, Program Development, Nonprofits, Marketing, Community Outreach, Social Media Marketing, Project Planning, Newsletters, Social Networking, Management, Research, Press Releases, Adobe Creative Suite, Leadership, Facebook, Recruiting, Sponsorship, Strategic Communications, Community Development, Blogging, Proposal Writing, Microsoft Excel, Philanthropy, Annual Giving
Education
Metropolitan State University of Denver 1989 — 1991
Bachelors, Journalism; English
University of Northern Colorado Greeley 1981 — 1983
General Studies
Heritage High School
Metropolitan State University
University of Northern Colorado
Pontoon Solutions March 2014 - Present
IQNavigator January 2011 - March 2014
Janus Capital Group January 2008 - October 2010
Lipper, A Thomson Reuters Company 2006 - 2008
Countrywide 2003 - 2006
StorageTek May 2000 - August 2002
Skills
Vendor Management, Process Improvement, Project Management, Financial Analysis, Analysis, Management, Contingent Workforce, Sourcing, Reporting & Analysis, Procurement, Strategic Planning, Business Strategy, Business Process..., Performance Improvement, Business Analysis, Account Management, Forecasting, Business Development, Finance, Team Building, Financial Modeling, Data Analysis, Risk Management, Sales, Program Management, Talent Acquisition, Human Resources, Leadership, Recruiting, CRM, Business Process..., SaaS, Professional Services, Team Management, Relationship Management, Resource Management, Coaching, Onboarding, Interviews, Internet Recruiting, Training, SDLC
Education
University of Colorado Boulder - Leeds School of Business
Bachelor of Science, Business Administration - Finance
SAS Institute October 2010 - Present
Boston University July 2007 - Present
Travelers January 2009 - October 2010
TowerGroup August 2007 - January 2009
Hartford Life June 1998 - August 2007
Lipper, a Thomson Reuters Company October 1994 - May 1998
Skills
Process Improvement, Analytics, Business Intelligence, Insurance, IT Strategy, Data Management, Business Analysis, Process Engineering, Change Management, Program Management, SAS, Project Planning, PMP, Six Sigma, Agile Methodologies, Knowledge Management, SDLC, Requirements Analysis, Requirements Gathering, Enterprise Software, Business Process, Management, Strategy, IT Management, Consulting, Databases, Business Development, Project Management, Business Transformation, Professional Services, Performance Management, Analysis
Education
Boston University 2005 — 2006
Master of Science (MS), Computer Information Science
Fielding Graduate University 2012 — 2013
Graduate Certification, Organizational Development & Leadership, 4.0
State University of New York College at Plattsburgh
BA, English
Parsons School of Design 2015 — 2017
Certification, Graphic & Digital Design
Briarcliff Hall LLC April 2015 - Present
MLR Business Development (Acquired by Briarcliff Hall LLC) 2012 - Present
Thomson Reuters 2005 - 2012
Camelback Research Alliance July 2003 - February 2004
Mergent, Inc. 2002 - 2003
Schonfeld Securities 2000 - 2001
Thomson Financial 1998 - 2000
Lipper, A Thomson Reuters Company 1995 - 1997
Skills
Market Data, Financial Services, Equities, Relationship Management, Capital Markets, Strategic Partnerships, Portfolio Management, Electronic Trading, Salesforce.com, Business Development, Hedge Funds, New Business Development, Account Management, Finance, Investments, Solution Selling, Financial Analysis, Business Strategy, Risk Management, Wealth Management, Trading Systems, Corporate Actions, Asset Managment, Trading, Financial Modeling, Equity Trading, Mutual Funds, Securities, Start-ups, Investment Management, Investment Banking, CRM, Strategic Financial..., Entrepreneurship, Asset Management, Analytics, Mergers & Acquisitions, Strategy, Equity Research, Financial Markets, Fixed Income, Banking, Analysis, Options, Bloomberg, FX Options, Derivatives, Management, Alternative Investments, Business Intelligence
Education
Richard Stockton College of New Jersey 1990 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
William Paterson University of New Jersey 1988 — 1990
Business Administration and Management, General
Fairleigh Dickinson University-Florham Campus
Master of Business Administration (MBA), Finance, General
Charles Schwab Research AnalystInnovest Portfolio Solutions2005 - 2007
Lipper, A Thomson Reuters Company 2004 - 2005
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Financial Modeling, Capital Markets, Asset Allocation, Fixed Income, Wealth Management, Financial Markets
Education
University of Denver - Daniels College of Business 2003 — 2004
Master's degree, Finance
University of Mumbai 1999 — 2002
Bachelor of Commerce (BCom), Accounting and Finance
Lipper, A Thomson Reuters Company January 2012 - Present
West, a Thomson Reuters Business February 2006 - December 2011
Schwartz Barkin & Mitchell December 2003 - August 2005
Findings, Inc. December 2002 - July 2003
Skills
Relationship Management, Salesforce.com, Financial Services, Investments, Mutual Funds, Account Management, Analysis, Business Development, Sales, Microsoft Excel
Education
Rowan University 1991 — 1996
Illustration/Graphic Design
Edison High School, NJ 1987 — 1991
Balchelor of Fine Arts, Art and Graphic Design
THIS TECHNOLOGY, Inc. August 2014 - Present
MapMyFitness January 2011 - Present
Profile Design August 2008 - December 2010
Local Matters October 2005 - July 2008
Lipper, A Thomson Reuters Company February 2003 - October 2005
Skills
Dreamweaver, Interaction Design, User Interface Design, User Experience, Graphic Design, InDesign, Web Design, Photoshop, Illustrator, Web Development, Adobe Creative Suite, Creative Direction, Logo Design, Corporate Identity, HTML, Mac, Axure, Research, Rapid Prototyping, Graphics, Information Architecture, User Experience Design, User-centered Design, Wireframes, User Interface
Education
Iowa State University 1988 — 1992
BS, Graphic Design
Iowa State University
PwC November 2014 - Present
FirstBank May 2013 - Present
FirstBank November 2011 - May 2013
FirstBank November 2011 - November 2012
Reed Business Information March 2011 - November 2011
Reed Business Information February 2011 - November 2011
Reed Business Information March 2006 - February 2011
Lipper, A Thomson Reuters Company January 2006 - April 2006
Skills
Time Management, Organizational..., Self Starter, Project Management, Vendor Management, Team Leadership, Analysis, SharePoint, Business Analysis, Process Improvement, Data Analysis, Microsoft Office, Leadership, Software Documentation, Change Management, Program Management, Software Development, IT Strategy, Management, Agile Methodologies, IT Management, Training, System Administration, Troubleshooting, IT Service Management, Disaster Recovery, Risk Management, IT Operations, Security, Team Building, ITIL, SDLC, Visio, Business Intelligence, Service Delivery, Technical Support, Integration
Education
University of Colorado at Denver 2001 — 2006
Bachelor of Science, Applied Mathematics
Maranatha Christian Center 1999 — 2001
High School
Woodmoor Group January 2013 - Present
U.S. Bank March 2006 - January 2010
Allstate March 2003 - February 2006
OppenheimerFunds January 2000 - March 2003
OppenheimerFunds June 1988 - December 1999
OppenheimerFunds March 1995 - June 1998
Lipper, A Thomson Reuters Company March 1992 - June 1993
Skills
Executive Search, Search, Financial Services, Investments, Portfolio Management, Strategic Financial..., Insurance, Recruiting, Talent Acquisition, Applicant Tracking..., Account Management, Finance, Sales Management, Technical Recruiting, Coaching, Business Development, Team Building, Sourcing
Education
College for Financial Planning 1999 — 2001
CFP, Financial Planning and Services
Colorado State University 1989 — 1993
Cal State Fullerton 1988 — 1989
LIPPER, a Thomson Reuters company 2005 - 2013
Market Vision, Inc. 2003 - 2005
Morningstar, Inc. 2001 - 2002
Skills
Mutual Funds, Product Management, ETFs, Maintaining Strong..., Business Development, P & L Ownership, International Business, Securities Market, Product Marketing, Sales Management, Market Data, Strategic Partnerships, Financial Markets, New Business Development, Financial Services, Institutional Business..., Retirement Planning, Wealth Management, Morningstar, Securities, Investments, Analysis, Investment Management, Fixed Income, Capital Markets, Management, Trading Systems, Portfolio Management, Electronic Trading, Leadership, Product Development, Alternative Investments, P&L Management, Equities, Mergers & Acquisitions, Hedge Funds, Trading
Education
American University
Master of Public Administration (MPA), Governmental Management
The George Washington University
Bachelor of Arts (BA), International Relations and Affairs
Lipper, A Thomson Reuters Company March 2014 - Present
charlesSchwab April 2013 - November 2013
Broadridge April 2011 - January 2013
DaVita July 2010 - March 2011
W2 contracts January 2009 - May 2010
Western Union May 2007 - December 2008
Fiserv Investment Support Services November 2006 - March 2007
Great-West Life August 2006 - November 2006
iBeta Quality Assurance August 2005 - July 2006
IBM / Franklin Templeton Investments April 2004 - August 2005
Skills
Business Analysis, Testing, Quality Assurance, User Acceptance Testing, Requirements Analysis, SDLC, Quality Center, Agile Methodologies
Education
University of Colorado Denver
Business Administration
University of Minnesota-Twin Cities
BA, Sociology, Business
University of Wisconsin-Madison
MA, Social Sciences
American Management Association February 2008 - Present
EmblemHealth October 2002 - February 2008
Lipper, a Thomson Reuters Company April 1994 - March 2002
Independent IT Contractor March 1992 - April 1994
Wang Laboratories February 1984 - March 1992
Great Northern Nekoosa 1981 - 1987
Skills
Process Improvement, Project Management, Change Management, Business Analysis, SharePoint, Business Intelligence, Information Architecture, Team Building, Staff Development
Education
Univeristy of Bridgeport '71; Metuchen (NJ) H.S. '67 1967 — 1971
Bachelor's degree, Secondary Ed / English
University of Bridgeport 1967 — 1971
BS, Secondary Education and Teaching
Broadridge September 2015 - Present
Lipper, A Thomson Reuters Company December 2006 - September 2015
Skills
Data Analysis, Project Management, Analysis, Team Leadership, Mutual Funds, Financial Analysis, Program Management, Product Development, Event Planning, Microsoft Excel, Microsoft Office, Leadership, Vendor Management, Training, Board of Directors..., Program Coordination, Non-profit Leadership, Community Outreach
Education
Colorado School of Mines 2001 — 2006
B.S. Economics and Business
JDL Consultants, LLC April 2014 - Present
The Electric Crayon Tattoo Co. July 2009 - Present
Lipper, A Thomson Reuters Company July 2005 - March 2014
Invesco Aim November 2003 - July 2005
Skills
Financial Analysis, Finance, Investments, Analysis, Mutual Funds, Management, Accounting, Microsoft Excel, Time Management, Financial Markets, Financial Services, Business Analysis, Securities, Data Analysis, Project Management, Customer Service, Sales
Education
Regis University 2005 — 2007
M.B.A., Finance
Metropolitan State University of Denver 1998 — 2003
BS, Finance
GHS
Pierce Whole Nutrition, LLC June 2010 - Present
TIAA-CREF 2007 - 2009
Lipper, A Thomson Reuters Company 2004 - 2007
Skills
Board Certified in...
Education
Nutrition Therapy Institute 2008 — 2010
Master Nutrition Therapist, Nutrition
University of Denver - Daniels College of Business 2005 — 2008
MBA, Finance
Marquette University 2000 — 2004
BS, Math
Bonfils Blood Center December 2009 - Present
Bonfils Blood Center May 2006 - December 2009
Bonfils Blood Center November 2004 - May 2006
Bonfils Blood Center May 2004 - November 2004
Davis Partnership Architects January 2001 - November 2003
ManpowerGroup September 2000 - December 2000
Lipper, A Thomson Reuters Company August 1998 - August 2000
Robert Half Technology July 1997 - February 1998
Skills
Software Documentation, Budgets, Project Planning, Analysis, System Monitoring, Coordination, Visio, Process Improvement, Healthcare, Customer Service, Outlook, Document Management, Project Management, Microsoft Office, Troubleshooting, Microsoft Excel, HIPAA, Team Building, Healthcare Information..., Business Continuity, Access, Telecommunications, Quality Assurance, SharePoint, Program Management, Management, Vendor Management, Leadership, Training, Data Analysis
Education
University of Idaho 1992 — 1997
Bachelor of Science, Business Information Systems
National CineMedia (NCM) August 2015 - Present
NTT America, Inc. (Formerly Verio Inc.) April 2015 - August 2015
NTT America, Inc. (Formerly Verio Inc.) September 2007 - April 2015
University of Denver August 2006 - May 2007
Lewis Scheid LLC May 2006 - May 2007
University of Denver May 2005 - August 2006
Lipper, A Thomson Reuters Company August 2002 - August 2004
Center for Regional Economic Issues, CWRU May 2001 - May 2002
Quark May 2000 - August 2000
Quark May 1998 - August 1998
Skills
Transactional Law, Contract Law, State & Federal Law..., Licensing, Corporate Law, Commercial Transactions, International Business..., Legal Research, Intellectual Property, Corporate Governance, Trademarks, Litigation Management, Legal Compliance, Copyright Law, Joint Ventures, Employment Law, Legal Writing, Mediation, Commercial Litigation
Education
University of Denver - Sturm College of Law 2004 — 2007
Doctor of Law (J.D.)
Case Western Reserve University - Weatherhead School of Management 1998 — 2002
Bachelor of Arts (B.A.), Economics
Lipper, A Thomson Reuters Company June 2012 - December 2014
The Globe and Mail October 2006 - May 2012
Benjamin Consulting Group Ltd. May 1999 - September 2006
Collins Barrow, Chartered Accountants (Calgary) October 1992 - April 1999
Benjamin Consulting Group Ltd. July 1988 - September 1992
Roll-it Inc., Store Fixture Manufacturer April 1983 - April 1988
Roll-it Inc., Store Fixture Manufacturer September 1979 - March 1983
Skills
Project Management, Business Analysis, Problem Solving, Systems Analysis, Small Business, Software Consulting, Communication Skills, System Architecture, Software Development, Technical Support, Customer Support, Technical Documentation, Software Documentation, Product Support, Business Strategy, Management Accounting, Cost Accounting, Accounting Applications, Financial Analysis, Financial Reporting, Commercial Real Estate, Healthcare Information..., MRP, Microsoft Access, Microsoft Excel, Microsoft Word, VBA, PMP, Program Management, Databases, Management, Analysis, HTML, Software Project..., Strategic Planning, Agile Methodologies, Requirements Analysis
Education
MIT Sloan School of Management 1977 — 1979
SM, Business
Princeton University 1973 — 1977
BSE, Electrical Engineering, Summa Cum Laude
Lower Canada College 1969 — 1973
High School
Rebar Systems, LLC April 2015 - Present
Vertex Integration September 2014 - April 2015
Goldman Sachs June 2013 - February 2014
Goldman Sachs Asset Management May 2010 - June 2013
RBS Sempra Commodities May 2009 - May 2010
Goldman Sachs Asset Management February 2008 - May 2009
Interactive Brokers LLC April 2003 - February 2008
Lipper, A Thomson Reuters Company June 2001 - April 2003
Sybase July 2000 - June 2001
Lipper, A Thomson Reuters Company December 1995 - July 2000
Skills
Sybase, C++, Derivatives, Fixed Income, Trading, Portfolio Management, Trading Systems, Equities, Electronic Trading, Financial Markets, VBA, Low Latency, Equity Derivatives, Commodity, Fixed Income Derivatives, Java, Perl, Order Management Systems, Microsoft Excel, Oracle PL/SQL..., FX Derivatives, Asynchronous, Distributed Systems, FIX, Market Risk, Quantitative Finance, Oracle, Credit Derivatives, Python
Education
City University of New York City College 2012 — 2015
Bachelor's Degree, Mathematics
University of Colorado Boulder 1988 — 1992
B.S., Finance, International Business
5-Elements Reiki LLC January 2013 - Present
Stapleton Full Maintenance, Inc. January 1989 - December 2011
Lipper, A Thomson Reuters Company August 2007 - August 2011
Standard & Poor's March 1998 - June 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, English, Accounting, Reiki, Crystal Healing, Energy Healing, Italian, Spanish, Training
Education
Light Internal 2012 — 2012
Certified Reiki Master, Reiki
Arapahoe Community College 2011 — 2012
Foods, Nutrition, and Wellness Studies, General
University of Colorado at Denver 1988 — 1992
Bachelor of Arts (B.A.), Economics
KRG Capital June 2004 - Present
Gecko Services & Solutions January 2001 - Present
Trips for Kids Denver September 2009 - August 2013
All Covered November 2002 - November 2003
Janus Capital Group July 1999 - January 2001
ASG July 1997 - July 1999
Lipper, A Thomson Reuters Company June 1995 - July 1997
Skills
Vendor Management, Management, Project Planning, Business Intelligence, Data Center, Strategy, Process Improvement, Program Management, Consulting, Budgets, IT Strategy, Mergers & Acquisitions, Training, IT Management, Start-ups, Business Strategy, Outsourcing, Entrepreneurship, Strategic Planning, SaaS, Venture Capital, Executive Management, Cloud Computing, Leadership, Strategic Partnerships
Education
University of Colorado Denver 1991 — 1994
Bachelor of Science, Finance, International Business
Colorado School of Mines 1989 — 1991
Rangeview High School 1985 — 1989
Cengage Learning April 2015 - Present
Barracuda January 2015 - February 2015
DePaul University August 2013 - November 2013
Americaneagle.com (Svanaco Inc) November 2012 - April 2013
Blackboard / Edline LLC April 2008 - November 2012
Lipper, A Thomson Reuters Company October 2006 - December 2007
Skills
Usability Testing, Quality Assurance, User Experience, Web Applications, Microsoft Excel, Microsoft Word, E-commerce, Efficiency Improvement, Photoshop, Game Design, User-centered Design, Human Computer..., Axure, Visio, Wireframes, HTML 5, CSS3, Illustrator, InDesign, Education, Organizing, Level Design, Maps, Anime, Usability, CSS, HTML5, Mobile Applications, Web Development
Education
DePaul University 2011 — 2014
Master of Science (M.S.), Human-Computer Interaction, GPA 3.892
Southern Illinois University, Edwardsville 2004 — 2006
Bachelor of Arts, Computer Science, GPA 3.596
St. Louis Community College 2002 — 2004
Associate in Arts, General Transfer Studies, GPA 3.62
Oakville Senior High School 1999 — 2002
3.982
U.S. Bank May 2015 - Present
Lipper, a Thomson Reuters Company March 2015 - May 2015
OppenheimerFunds December 2012 - March 2015
Northwestern Mutual June 2010 - March 2012
Alliance Bank June 2008 - September 2008
Golfsmith June 2007 - June 2008
Skills
Financial Analysis, Finance, Financial Modeling, Investments, Marketing, Strategic Financial...
Education
University of Denver 2008 — 2012
BS in Business Administration, Finance
Semester at Sea (University of Virginia) 2011 — 2011
Study Abroad Program, Study Abroad Program
The Blake School 2004 — 2008
High School, High School
Dimensional Fund Advisors June 2007 - Present
USAA December 2006 - June 2007
First Data January 2006 - December 2006
Scottrade March 2005 - December 2005
Lipper, A Thomson Reuters Company June 2004 - March 2005
Education
University of Denver
Finance
OppenheimerFunds July 2013 - January 2014
Lipper, A Thomson Reuters Company August 2005 - November 2011
Lipper, A Thomson Reuters Company June 2004 - August 2005
Lipper, A Thomson Reuters Company July 2001 - June 2004
Skills
Customer Relations, Service Delivery, Product Design, Superior Work Ethic, High Organizational..., Competitive Analysis, Operations Management, Process Management, Personnel Management, Training & Development, Team Leadership, Team Building, Staff Development, Product Management, Process Improvement, Board Presentations, Mutual Funds, Financial Services, Cost Savings, Data Analysis, SEC compliance, 15(c) Compliance, Employee Training, Project Management, Team Management, Customer Satisfaction, Vendor Management, Analysis, Management, Human Resources, Business Development, Business Analysis, Cross-functional Team..., Program Management, Customer Service
Education
Metropolitan State College of Denver
BS, Finance, Cum Laude
Standard & Poor's January 2015 - Present
ProBuild Holdings December 2011 - April 2014
Lipper, A Thomson Reuters Company June 2007 - March 2011
Lipper, A Thomson Reuters Company December 2001 - June 2007
Lipper, A Thomson Reuters Company October 1998 - December 2001
Skills
Data Analysis, Microsoft Excel, Requirements Analysis, Process Improvement, Management, Access, Microsoft Office, Databases, Training, Analysis, Mutual Funds, Data Management, Outlook, Time Management, Troubleshooting, Change Management, Leadership, Microsoft Word, Business Analysis, Customer Service, Oracle, Operations Management, Project Management, Analytics, Vendor Management, Financial Analysis, Project Planning, Budgets, Research, Teamwork, PowerPoint
Education
Metropolitan State University of Denver 1994 — 1998
Bachelor, Marketing
Overland High School
Blue World Inc. June 2012 - Present
Blue World Inc June 2012 - Present
Ouray Sportswear June 2007 - January 2012
Lipper, a Thomson Reuters Company October 2006 - March 2007
Skills
Adobe Creative Suite, Apparel, Creative Direction, Fashion, Fashion Design, Graphic Design, Illustration, Illustrator, Layout, Merchandising, Mac, InDesign, Photoshop, Sketching, Textiles, Sportswear, Screen Printing, Graphics
Education
Westwood College-Denver South 2003 — 2006
Bachelor's Degree, Design and Visual Communications, General
University of Northern Colorado 2001 — 2001
The MathWorks May 2012 - Present
eBay May 2008 - May 2012
Cognizant Technology Solutions September 2005 - May 2012
Lipper, A Thomson Reuters Company June 2007 - April 2008
Dun & Bradstreet January 2006 - May 2007
Thomson Legal & Regulatory October 2005 - December 2005
Skills
Selenium, Test Automation, Quality Assurance, Testing, SQL, Java, PL/SQL, Oracle SQL, SQL Server, Databases, JIRA, Test Planning, Software Quality..., Functional Testing, Test Cases
Education
Madras University 2002 — 2005
Bachelor of Science, Mathematics
Lipper, A Thomson Reuters Company March 2009 - January 2011
Lipper, A Thomson Reuters Company April 2006 - January 2011
Scandinavian Antiques April 2001 - October 2003
Digital Lighthouse/Brokerage Administrators Corp May 1999 - March 2001
EBI Securities Corp July 1998 - May 1999
Skills
Mutual Funds, Real Estate, Customer Service, Leadership, Investments, Analysis, Business Analysis, Management, Equities, Budgets, Training, Market Data, Financial Services, Finance, Time Management, Databases, Vendor Management, Outlook, Project Management, Microsoft Excel, Fixed Income, Microsoft Office, Data Analysis, Financial Markets, Financial Analysis
Education
University of Denver 2013 — 2014
Master's Degree, Curriculum and Instruction, 3.91 GPA
University of Iowa 1979 — 1981
Bachelors, Economics
Wartburg College 1977 — 1979
Business
Greatwest Financial June 2013 - Present
Markit On Demand September 2010 - June 2013
Lipper, A Thomson Reuters Company September 2007 - September 2010
Lipper, A Thomson Reuters Company July 2003 - September 2007
Lipper, A Thomson Reuters Company October 1999 - July 2006
Lipper, A Thomson Reuters Company January 1995 - October 1999
Skills
Customer Relations, Equities, Product Management, Account Management, Contract Management, Writing, Troubleshooting, Market Analysis, Securities, Mutual Funds, Business Management, Business Analysis, Data Analysis, Product Development, Analysis, CRM, Competitive Analysis, Customer Service, Leadership, Management, Process Improvement, Project Management, Program Management, Strategy, Training, Financial Services, Business Development, Vendor Management, SDLC
Education
Pace University 1989 — 1993
Bachelor of Business Administration, Economics
Pace University - Lubin School of Business 1989 — 1993
Bachelor of Business Administration (BBA), Economics
GuideSpark May 2015 - Present
GuideSpark January 2014 - May 2015
Welltok, Inc. June 2013 - October 2013
Lipper, A Thomson Reuters Company June 2012 - August 2012
Lipper, A Thomson Reuters Company June 2011 - August 2011
Skills
Marketing, Social Networking, Social Media, Sales, Social Media Marketing, Salesforce.com, Teamwork, Employee Benefits, Employee Wellness, SaaS, Market Research, Marketing Communications, Product Management, Cold Calling, Healthcare Information..., Community Benefit, Health Care Reform, Customer Support, Sales Prospecting, Volunteering, Spanish, Social Selling, Development of Sales, Revenue & Profit Growth, Account Management
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
University of Colorado Denver 2013 — 2013
Marketing
Universidad de Salamanca 2012 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
D'Evelyn High School
The Tech March 2015 - Present
Siemens PLM Software June 2011 - Present
Lipper, A Thomson Reuters Company August 2010 - April 2011
Skills
Integration, Software Development, Requirements Analysis, Unix, Agile Methodologies, Business Analysis, Testing, SOA, SQL, Software Project..., Databases, Linux, Java, Leadership, HTML, Oracle, Microsoft SQL Server, Visio, Eclipse, IT Strategy, Data Analysis, Team Leadership, Cybersecurity, Penetration Testing, Network Administration, Network Security, Windows Server, Linux System..., Cloud Computing, PLM Tools, Teamcenter, Vulnerability Scanning, Vulnerability Management, Cyber Defense, Cybercrime, Information Technology, DOS commands, TCP/IP, DNS Administration, Active Directory, DHCP, VMware Infrastructure, Citrix XenDesktop, Virtualization, Database Administration, Data Center..., VMware vSphere, VMware Workstation, Hyper-V, High Availability
Education
University of Maryland University College 2015 — 2017
Master of Cyber Security
Central Michigan University 2005 — 2010
Bachelor's degree, Management Information Systems, General
Central Michigan University 2005 — 2010
Management Information Systems
Staples Advantage August 2013 - Present
Thomson Reuters 2007 - 2013
Lipper, A Thomson Reuters Company 2008 - 2011
Thomson Reuters 2007 - 2008
Automatic Electro-Plating Corp. 2007 - 2007
Bank of New York Mellon 2003 - 2007
K2 Design 1996 - 2002
Timeplex Inc, Ascom Timeplex 1987 - 1996
Skills
Integrated..., Digital Marketing, Marketing Strategy, Integrated Marketing, Management, B2B Marketing, Cross-functional Team..., Marketing, Go-to-market Strategy, Lead Generation, Multi-channel Marketing, B2B, Leadership, Strategic Partnerships, Program Management, Financial Services, Analytics, Strategy, Marketing Communications, Product Management, Content Marketing, Product Marketing, Direct Marketing, Social Media Marketing, Strategic Planning, Salesforce.com, Public Relations, Customer Insight, Sales, Competitive Analysis, Team Leadership, Event Management, Project Management, Online Marketing, Brand Awareness, Email Marketing, Web Marketing, Digital Strategy, CRM
Education
Elizabethtown College
BA, Communication and Media Studies
Park Ridge, HS
Lipper, A Thomson Reuters Company April 1999 - January 2013
xPECT Technologies March 1998 - March 1999
MACA and MBI Open Systems Division - contractors to USDA December 1994 - March 1998
Vista Computer Services - contractor to Office of Surface Mining November 1992 - December 1994
QC Data June 1992 - November 1992
McDonnell Douglas Computer Based Training Systems July 1985 - November 1991
Vanguard Technologies - DOE Contractor at Rocky Flats June 1983 - July 1985
Skills
Visual Studio, .NET, Sybase Transact-SQL, PowerBuilder, PL/SQL, C#, Software Development, Databases, Analytic Problem Solving, Oracle, Unix, Business Analysis, Database Design, T-SQL, SQL
Education
Metropolitan State College of Denver 1981 — 1983
Bachelor of Science (B.S.), Applied Mathematics with Emphasis in Computer Science
Scarpella & Associates, LLC May 1997 - Present
Lipper, A Thomson Reuters Company February 2007 - September 2011
Skills
Writing Skills, Working under tight..., Extensive Research..., Journalism, Copy Editing, Research, Proofreading, Publications, Editorial, Multimedia, Video, News Writing, Publishing, Content Strategy, Online Journalism, Editing, Feature Articles, Newspapers, Web Content, Copywriting, Storytelling, Press Releases, Photography, Content Management, Blogging, WordPress, SEO, Public Relations, Magazines, Content Development, Writing
Education
Colorado State University 1991 — 1997
BA, Journalism and Media Communications
Maine Photographic Workshops 2006 — 2008
photography and script writing
Insperity June 2015 - Present
ADP January 2014 - May 2015
Konica Minolta Business Solutions U.S.A., Inc. 2011 - 2014
Pacific Office Automation 2009 - 2010
All Copy Products 2007 - 2009
Lipper, A Thomson Reuters Company 2006 - 2007
Skills
Business Strategy, Marketing Strategy, Marketing Management, Market Opportunity..., Digital Marketing, Digital Strategy, Persona Development, SWOT analysis, Market Research, Marketing Communications, Brand Management, Online Marketing, B2B Marketing, Social Media, Social Media Marketing, Social Media Strategist, Wordpress, Creative Writing, Writing, Technical Writing, Content Development, Cross-functional Team..., Web Content, Blogging, User Interface Design, Analytical Skills, Business Analysis, Microsoft Office, SEO, Quantcast, Google Analytics, Adobe Creative Suite, Coaching, Handsome, Account Management, Cold Calling, Solution Selling, Media Production, Media Production..., Storyboarding, Visual Storytelling, Lead Generation, B2B, Salesforce.com, Sales Process, Strategy, Business Development, Sales, Direct Sales, Customer Retention
Education
Regis University
Masters of Business Administration, Strategic Marketing, Cumulative 3.6 out of 4.0
Metropolitan State College of Denver
Bachelors of Science, Multimedia Production, Cumulative 3.7 out of 4.0
COBASING Inc. 2011 - Present
Lipper, A Thomson Reuters Company April 2005 - March 2011
Infinite Solutions Limited May 1997 - June 2004
Merge-One International Limited 1994 - 1997
Skills
Project Management..., MS Project, Microsoft Excel, Procurement Contracts, Partnership Sourcing, Procurement, Project Management, Strategy, Project Planning, Testing, Negotiation, Management, Continuous Improvement, Change Management, Logistics, Process Improvement, Business Analysis, Vendor Management, Analysis, Leadership, Strategic Planning
Education
Colorado Technical University
Master of Business Administration (M.B.A.), Project Management
Emmanuel College,
Federal Polytechnic
HND, Food Technology
SCL Health April 2010 - Present
Janus Capital Group April 2008 - April 2010
Lipper, A Thomson Reuters Company August 2005 - April 2008
Skills
Microsoft Office, Strategic Financial..., Financial Reporting, Customer Service, Process Improvement, Financial Analysis, Strategic Planning, Business Analysis, Financial Accounting, Microsoft Excel, Microsoft Word, Vendor Management, PowerPoint, Financial Planning, Forecasting, Healthcare
Education
Regis University 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
University of Denver 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Katz Media Group July 2015 - Present
Pace University August 2012 - June 2015
Pace University August 2009 - June 2015
Mr. Youth September 2007 - October 2008
Clear Channel Katz Advantage December 2002 - August 2007
Youthstream Media Networks June 2000 - August 2002
Lipper, A Thomson Reuters Company June 1999 - April 2000
Skills
Event Planning, Editing, Integrated Marketing, Marketing, PowerPoint, Advertising, Microsoft Excel, Research, Facebook, Social Networking, Social Media, Management, Analysis, Event Management, Student Affairs, Higher Education, Public Relations, Teamwork, Sales, Training, Social Media Marketing, Marketing Management, Data Analysis, Nonprofits, Fundraising, Market Research, Human Resources, Leadership, Public Speaking, SPSS, Marketing Communications, Microsoft Office
Education
Pace University - Lubin School of Business 2010 — 2012
Master's degree, Global Human Resources, 3.82
Pace University - Lubin School of Business 1998 — 2002
BBA, Marekting
Academy of Holy Angels
HS Diploma
Covestor March 2012 - May 2015
Lipper, a Thomson Reuters Company November 2009 - November 2011
Lipper, a Thomson Reuters Company October 2005 - November 2009
Wellington Management Company LLC November 2002 - October 2005
Brown Brothers Harriman (BBH) February 2001 - November 2002
Brown Brothers Harriman January 1998 - February 2001
Skills
Strategy, Business Development, Management, Strategic Planning, Change Management, Operations Management, Equities, Leadership, Business Strategy, Analysis, Financial Services, Global Management, Vendor Management, Financial Markets, Project Management, Content Management, Wealth Management, Financial Analysis, Organizational..., Strategic Partnerships, Investments, Finance, Fixed Income, Mutual Funds, Asset Management, Strategy Development, Securities, FinTech, Digital Asset Management, Investment Management, Investment Advisory, Hedge Funds, Start-ups, Valuation, Alternative Investments, Process Improvement, Business Planning, Executive Management, Market Data, Financial Advisory, Outsourcing, Due Diligence, Compliance Management, Financial Modeling, Mergers & Acquisitions, Risk Management, Product Management
Education
Bentley University
Bachelor of Science, Finance
The University of Chicago Booth School of Business
Executive Coursework
Lipper, A Thomson Reuters Company June 2013 - Present
Commonwealth Financial Network September 2009 - June 2013
Commonwealth Financial Network August 2008 - September 2009
Commonwealth Financial Network March 2007 - August 2008
Americorps September 2005 - July 2006
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA
Siena College 2001 — 2005
BA, Mathematics
Amazon March 2014 - Present
NBCUniversal, Inc. January 2014 - March 2014
Netflix August 2013 - November 2013
Showtime Networks January 2008 - August 2013
Deep Focus October 2006 - December 2007
Public Broadcasting Service October 2000 - October 2006
WeAlumni.com January 2000 - June 2000
Lipper, A Thomson Reuters Company February 1999 - October 1999
Skills
Digital Media, Marketing, Brand Management, Digital Strategy, Digital Marketing, Integrated Marketing, New Media, Television, Social Media Marketing, Content Strategy, Advertising, Creative Direction, Online Advertising, Media Planning, Social Media, Entertainment, Interactive Marketing, Video Production, Mobile Marketing, Broadcast, Marketing Communications, Sponsorship, Promotions, Event Management, Media Relations, Creative Strategy, Strategy, Direct Marketing, Video, Media Buying, Brand Development, Online Marketing, Relationship Marketing, Facebook, Interactive Advertising, Marketing Strategy
Education
Loyola University New Orleans 1994 — 1998
Bachelor of Arts (BA)
Santa Fe High School 1990 — 1994
Boston University
Boston University
Photoprose PhotoGraphics January 1981 - Present
IPAX, Inc. August 2001 - August 2009
Lipper, A Thomson Reuters Company April 1999 - May 2002
Skills
Photography, Wedding Photography, On Location, Portrait Photography, Graphics, Portraits, Digital Photography, Event Photography, Lightroom, Commercial Photography, Photos, Photoshop, PC Mechanic, Studio Lighting, Studio Photography, Mac, Management, Adobe Creative Suite, Leadership, Photojournalism, InDesign
Education
New Horizons Computer Learning Centers of Colorado 1999 — 2000
Degrees were not given but Certificates of Completion were., Microsoft Office and the Adobe suite of programs
Casper College 1973 — 1980
AA - Journalism, Photography
Dickinson State University 1972 — 1973
none, Music Education and Photo Journalism
HSCHS 1968 — 1972
High School Diploma, Music Education
WRMI August 2014 - Present
Self-employed August 2013 - Present
WYFR January 2006 - August 2012
Lipper, a Thomson Reuters Company August 1997 - August 1999
Skills
Electrical Engineering, Novelist, Text Editing, Photoshop, Written Word, Communication, Analysis
Education
Denver Seminary 1993 — 1997
Master's Degree, Counseling Psychology
Webber International University 1987 — 1989
Bachelor of Science (B.S.), Finance and Financial Management Services
South Florida State College 1985 — 1987
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Avancer Group, Inc. April 2011 - Present
University of Colorado Denver January 2010 - Present
Lipper, A Thomson Reuters Company September 2011 - December 2012
Kforce Inc. November 2010 - September 2011
Thomson Reuters February 2005 - April 2010
STX 1983 - 1989
Skills
Statistical Modeling, Predictive Modeling, Statistics, Analysis, R, Data Mining, Analytics, Data Analysis, Quantitative Analytics, Matlab, Database Marketing, Optimizations, Strategy, SAS, Algorithms, Financial Modeling, C++, Econometrics, LaTeX, Mathematics, Mathematical Modeling, Market Research, Optimization, Databases, Quantitative Research, Quantitative Finance, Applied Mathematics, VBA, Project Management
Education
University of Colorado Denver 2004 — 2009
PhD
University of Colorado Denver 2004 — 2007
MS
Regis University 2002 — 2003
MS
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
Penn State University
PhD
Penn State University
MA
The George Washington University
ApSc
University of Washington
Centura Health 2012 - Present
Thomson Reuters March 2010 - June 2011
Lipper, A Thomson Reuters Company March 2006 - March 2010
Office Depot February 2004 - August 2004
Swedish Match September 2002 - February 2003
Swedish Match January 2002 - August 2002
Swedish Match AB May 2001 - December 2001
Cardinal Health August 2000 - February 2001
Cardinal Health February 1999 - July 2000
Allegiance Healthcare January 1999 - January 2000
Skills
Data Analysis, Process Improvement, Team Leadership, Financial Analysis, Cross-functional Team..., Developent and Training, Customer Service, Project Management, Forecasting, Inventory Analysis, Supervisory Experience, Production Planning, Business Process, Management, Contract Negotiation, Competitive Analysis, Product Development
Education
Purdue University 1994 — 1998
B.S., Industrial Distribution
Purdue University 1994 — 1998
Bachelor of Science (B.S.), Industrial Distribution
SRSAcquiom 2014 - Present
Photobucket 2012 - 2014
Group systems November 2011 - February 2012
Lipper, A Thomson Reuters Company November 2010 - November 2011
Skills
Agile Methodologies, XML, SQL, C++, Java, JavaScript, Software Development, Scrum, Subversion, Perl, Unix, Linux, Mobile Applications, MySQL, Android
Education
University of Colorado at Denver 2009 — 2011
Master of Science (M.S.), Computer Science
University of Madras 2002 — 2006
Bachelors of Engineering, Electrical, Electronics and Communications Engineering
Denver Health 2013 - Present
Terra Education, Inc. May 2012 - Present
Friends of Berthoud Pass May 2003 - Present
HiDef Web Solutions LLC. September 2010 - September 2011
Demand Media August 2009 - August 2011
The Oriental Theater November 2005 - August 2010
Lipper, A Thomson Reuters Company 2005 - 2007
Berkeley Regis United Neighbors, Inc 2005 - 2007
Agence France Presse 2002 - 2006
The Rendon Group 2002 - 2005
Education
Denver Health Paramedic Division - EMS Education 2013 — 2013
NREMT-B
NOLS - Wilderness Medicine Institute 2012 — 2012
WFR / WEMT
University of Colorado Boulder 1997 — 1999
MA
Colorado College 1987 — 1991
BA
American University 1989 — 1989
Washington Semester
Saddle River Day School 1985 — 1987
Overseas School of Rome 1978 — 1982
RelatedISG International Realty January 2015 - Present
RGM Consulting Group December 2008 - January 2015
Lipper, a Thomson Reuters Company July 2005 - November 2008
Barclays Global Investors October 1998 - December 2001
Fidelity Investments August 1990 - November 1997
Salomon Brothers June 1976 - September 1990
Skills
Sales, Financial Services, Marketing, Pensions, Consulting, Mutual Funds, Investments, Wealth Management, Investment Management, Retirement Services, Real Estate, Strategy, Leadership, Valuation, Mergers & Acquisitions, Strategic Financial..., Equities, Asset Management, Strategic Planning, Start-ups, Business Planning, Portfolio Management, Finance
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, Money and Finanacial Markets
Bowdoin College 1970 — 1974
AB, American History, Magna Cum Laude
Plum Creek October 2011 - Present
SUPERVALU April 2004 - October 2011
Lipper, A Thomson Reuters Company January 1999 - November 2003
Skills
Program Management, Project Management, SharePoint, Software Development..., Portals, Corporate Communications, Strategic Planning, Management, Enterprise Architecture, Software Project..., Integration, SDLC, Visio, Microsoft Project, Business Analysis, IT Management, Process Improvement, Requirements Analysis
Education
University of Colorado Colorado Springs 1991 — 1996
Bachelor of Science (B.S.), Computer Science
University of Colorado Colorado Springs 1991 — 1996
BS in Management Information Systems
Strategic Insight October 2013 - December 2014
Strategic Insight April 2012 - October 2013
Brightgeist Media, Inc. July 2011 - April 2012
Brightgeist Media, Inc. May 2010 - July 2011
Lipper, a Thomson Reuters February 2007 - November 2009
Lipper, A Thomson Reuters Company April 2006 - February 2007
Lipper, a Reuters Co. April 2005 - April 2006
Lipper Inc. (a Reuters Company) February 2003 - April 2005
Advent International Corp. December 1997 - June 2001
Boston Red Sox 1996 - 2001
Skills
CRM, Product Management, Competitive Analysis, Strategy, Financial Services, Start-ups, Marketing, Social Media Marketing, Account Management, Management, Investments, Mutual Funds, Analytics, Relationship Management, Cross-functional Team..., Analysis, Business Development, Leadership, Hedge Funds, Marketing Strategy, Morningstar, Collateral, Product Development, Online Advertising, CRM software, Google Analytics, Social Media, Sales Operations, Salesforce.com, Client Development, Manage Client..., Client Education
Education
Boston University 1993 — 1997
BA, History
St. Dom's 1989 — 1993
Royce & Associates October 2014 - Present
Lord Abbett & Co. LLC October 2012 - September 2014
Lord, Abbett & Co. October 2011 - October 2012
Lord Abbett 2007 - January 2012
Lord Abbett 2007 - 2009
Lord, Abbett & Co. LLC 2004 - 2007
Reuters 2002 - 2004
Lipper, A Thomson Reuters Company 1988 - 1998
Skills
Asset Allocation, Investments, Equities, Strategy, Portfolio Management, Alternative Investments, Mutual Funds, Fixed Income, Product Management, Series 7, Hedge Funds, Investment Management, Financial Services, Retirement, Asset Managment, Asset Management
Education
University of Pennsylvania - The Wharton School 1979 — 1983
B.S. in Economics, Finance and Marketing
The Pingry School
Lipper, a Thomson Reuters Company December 2011 - Present
Mercer Investment Consulting 2010 - 2011
F.R.I. Consulting 2007 - 2010
Morningstar 2000 - 2007
Fondstar AB (now Morningstar Sweden AB) 1998 - 2000
Skills
Mutual Funds, Hedge Funds, Asset Management, Investments, Alternative Investments, Market Data, Analytics, Asset Managment, Business Development, Business Strategy, CRM, Capital Markets, Entrepreneurship, Equities, Financial Markets, Financial Modeling, Fixed Income, Business Analysis, Management, Portfolio Management, Strategy
Education
Stockholm School of Economics 2005 — 2007
Executive-MBA
Stockholm School of Economics 2002 — 2003
LDP
University at Albany, SUNY
B.S.
WealthTouch, Inc. December 2012 - Present
Fidelity June 2006 - December 2012
Investors Bank & Trust 2001 - 2006
Liberty Funds Group 2000 - 2001
Lipper, A Thomson Reuters Company 1997 - 2000
Skills
Mutual Funds, Performance Attribution, Asset Management, Alternative Investments, Equities, Securities, Investments, Fixed Income, Bloomberg, Investment Management, ETFs, Financial Markets, Financial Services, Hedge Funds
Education
Trinity College-Hartford 1993 — 1997
Bachelor of Science (BSc), Economics
Trinity College-Hartford 1993 — 1997
BA, Economics
Lipper, a Thomson Reuters Company January 2007 - September 2009
Lipper, a Thomson Reuters Company May 2006 - December 2006
University of Colorado Boulder, Norlin Library October 2001 - April 2004
University of Wyoming, College of Business January 2001 - May 2001
CIS Management March 2000 - January 2001
Hyundai Heavy Industries Co., Ltd. December 1996 - November 1998
Skills
Portfolio Management, Small Business..., Qualitative Research, Quantitative Research, Business Analysis, Financial Analysis, Data Analysis, Requirements Analysis, Analytics, Competitive Analysis, Financial Reporting, Financial Modeling, Financial Risk, Method Development, Mutual Funds, Asset Allocation, Fundamental Analysis, Fund Classification, Public Speaking, Cross-functional Team..., Analytic Problem Solving, Analysis, Strategy, Strategic Planning, Process Improvement, Management, Leadership
Education
University of Colorado at Denver 2005 — 2007
MBA, Finance
University of Colorado Boulder - Leeds School of Business 2001 — 2005
Finance
University of Wyoming - College of Business 1999 — 2001
Studied, Not completed BA - Completed 25 credits of business courses, including 12 credit, Finance
Kangwon National University 1992 — 1997
BA
Elsevier June 2013 - Present
Lipper, A Thomson Reuters Company January 2012 - June 2013
Thomson Reuters, Investors October 2009 - January 2012
Thomson Reuters Tax & Accounting October 2004 - October 2009
da Vinci Dental Studios October 2002 - October 2004
Tiburon Strategic Advisors July 2000 - July 2002
College Prep School 1998 - 2000
Skills
Marketing Strategy, Pricing Strategy, Competitive Intelligence, Segmentation, Operational Excellence, Data Analysis, Logistic Regression, Linear Regression, SQL Server, JMP, Cluster Analysis, Strategic Planning, corporate strategy, market entry strategy, Customer Analytics, Predictive Analytics, Strategic Analysis, Strategic Consulting, Statistical Modeling, Customer Insight, Business Strategy, Analysis, Mergers & Acquisitions, Strategy, Analytics, Leadership, Financial Services, Competitive Analysis, Strategic Partnerships, Sales, Management, Business Development
Education
University of California, Berkeley 1996 — 2000
Bachelor of Science (BS), Political Science and Government
William Howard Taft High School 1992 — 1996
William Raveis Real Estate August 2014 - Present
William Raveis Real Estate January 2012 - August 2014
Houlihan Lawrence October 2009 - December 2011
Akshay Software International, Inc. 2009 - May 2011
Scott McNulty Venture Partners 2009 - 2011
SIDE International - EastNets Group January 2008 - July 2008
ACI Worldwide September 2000 - August 2007
Morningstar 1999 - 2000
Republic National Bank of New York 1997 - 1999
Lipper, a Thomson Reuters Company 1995 - 1997
Skills
Marketing, Sales, Product Development, Management, Selling, Product Management, Real Estate, Strategic Planning, New Business Development, Marketing Strategy, Training, Business Development, Strategy, Asset Management, Negotiation, Account Management, Team Building, Start-ups, Social Media Marketing, Sales Operations, Sales Process, Entrepreneurship, Market Research, Contract Negotiation, Data Analysis, Advertising, Sales Management, Business Strategy, Customer Service, Solution Selling, Market Analysis, Online Advertising, Email Marketing, CRM, Business Planning, Strategic Partnerships, Product Marketing, Direct Sales, Relationship Management, Competitive Analysis, Management Consulting, Leadership, Online Marketing
Education
Northwestern University - Kellogg School of Management 1987 — 1990
MM, Finance, Marketing, International Business
University of Colorado Boulder 1979 — 1983
BS, Business - Mineral Land Management
DLG Roofing and Ranger Restoration LLC January 2009 - Present
Lipper, A Thomson Reuters Company January 2006 - August 2009
Skills
Analysis, Account Management, Mutual Funds, Data Analysis, Customer Service, Insurance, Microsoft Office
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
Credit Suisse April 2014 - Present
HSBC February 2010 - April 2014
JPMorgan Chase May 2007 - September 2009
JPMorgan Chase May 2007 - September 2009
ABN AMRO 2006 - 2006
Lipper, A Thomson Reuters Company 2004 - 2006
China Merchants Securities Co., Ltd. 2001 - 2003
Skills
Investment Banking, Derivatives, Equities, Fixed Income, Trading Systems, Financial Modeling, Credit Risk, Market Risk, Capital Markets, Trading, FX Options, Portfolio Management, Business Analysis, Options, Risk Management, Credit Derivatives
Education
NYIF 2010 — 2011
University of Denver 2003 — 2005
MA, Economics
Swiftpage August 2014 - Present
Wipro April 2014 - August 2014
Thomson Reuters January 2008 - December 2013
Thomson Reuters January 2004 - January 2008
Lipper, A Thomson Reuters Company December 1996 - January 2004
Skills
Data Center, ITIL, Disaster Recovery, Project Management, Cloud Computing, Vendor Management, Management, Unix, Business Continuity, Infrastructure, Leadership, Databases, Change Management, Strategy, Software Documentation, High Availability, Windows, IT Management, Governance, Technical Support, Risk Management, Security, IT Service Management, Linux, Information Technology, IT Risk Management, CISSP, Cisco Networking, IT Operations Management, SDLC, Business Analysis, IT Security Operations, SaaS, Servers, SharePoint, VMware, PCI DSS, ISO 27001, COBIT
Education
Colorado State University
Charles Schwab April 2015 - Present
Charles Schwab January 2014 - March 2015
Brown Brothers Harriman August 2011 - January 2014
Systems United Corporate Credit Union September 2008 - August 2011
Lipper, A Thomson Reuters Company May 2006 - September 2008
Centrix Financial April 2003 - May 2006
Skills
Mutual Funds, Bloomberg, Financial Analysis, Financial Risk, Investments, Banking, Risk Management, Asset Management, Finance, Data Analysis, Analysis, Business Analysis, Accounting, Microsoft Excel
Education
University of Colorado Boulder
BA, Economics
University of Colorado at Denver
Master of Business Administration (M.B.A.), Certificate in Entrepreneurship
Pelco by Schneider Electric July 2013 - Present
Jetbox May 2012 - July 2013
Integware September 2008 - May 2012
Lipper, A Thomson Reuters Company 2006 - September 2008
Skills
Java, Groovy, Ruby, C#, Powershell, Linux, Windows, Software Engineering, Agile Methodologies, Tomcat, Eclipse, Subversion
Education
University of Colorado at Boulder 1997 — 2002
Bachelor of Science, Computer Science
TIAA-CREF February 2006 - January 2008
TIAA-CREF September 2004 - February 2006
Larimer Capital Corp. February 2003 - March 2004
Blue Sky Advisors January 2002 - February 2003
Prudential Securities August 1999 - September 2000
Lipper, A Thomson Reuters Company June 1998 - August 1999
Lipper, a Thomson Reuters Company August 1997 - June 1998
Skills
Portfolio Management, Wealth Management, Equity Research, Asset Management, Investment Advisory, Financial Analysis, Relationship Management, International Finance, Financial Modeling, Finance, Corporate Governance, Fixed Income, Investment Management, Competitive Analysis, Valuation, Business Intelligence..., New Business Development, Bloomberg, China Business..., Performance Attribution, Behavioral Finance, @Risk, Business Relationship..., Corporate Strategy..., Financial Risk, Emerging Markets, Management, Business Strategy, Mutual Funds, Strategy, Asset Allocation, Investment Strategies, Securities, Analysis, Investments
Education
Thunderbird School of Global Management 2012 — 2014
Master's Degree, Global Management, Graduated with Honors
The Chinese University of Hong Kong 2010 — 2012
MBA, Finance, China Business, Graduated with Honors
Tsinghua University 2012 — 2012
MBA-Exchange, China Business
University of Colorado at Denver 2009 — 2010
Master of Science (M.Sc.), Finance
University of Colorado at Boulder 2009 — 2012
Bachelor's, Cultural Anthropology
QEP Resources, Inc. 2014 - Present
FMC Technologies 2013 - 2014
Newfield Exploration 2011 - 2013
Newfield Exploration 2008 - 2011
Lipper, A Thomson Reuters Company 2006 - 2008
City of Lafayette, CO 2004 - 2006
Skills
Employee Relations, Recruiting, Performance Management, Human Resources, Talent Management, Talent Acquisition, Employee Benefits, Organizational..., Benefits Administration, New Hire Orientations, Onboarding, Budgets, Performance Appraisal, Personnel Management, Proficiency in MS..., Proficiency in Oracle...
Education
Colorado State University
Bachelor of Science Degree
University of Colorado Denver April 2009 - Present
Centerplate August 2003 - January 2012
Lipper, A Thomson Reuters Company April 1999 - September 2001
Education
Metropolitan State College of Denver 2002 — 2008
BA, English/History/Elementary Ed
TerumoBCT August 2010 - Present
Thomson Reuters February 2008 - August 2010
Lipper, A Thomson Reuters Company 2008 - 2010
Sopheon Corporation January 2007 - December 2007
Skills
Quality Center, Testing, Test Planning, Test Automation, Software Quality..., SQL, User Acceptance Testing, Microsoft SQL Server, Oracle, Test Cases, Unix, Quality Assurance
Education
University of Denver 2002 — 2004
MCIS, Information Technology
Strategic Insight May 2014 - Present
Lipper, A Thomson Reuters Company May 2013 - May 2014
Lipper, A Thomson Reuters Company March 2012 - May 2013
Lipper, A Thomson Reuters Company October 2004 - March 2012
Absolutely in Stitches June 1995 - December 2004
Lipper Analytical Services September 1990 - January 1993
Regis College August 1989 - May 1990
National Conference of State Legislatures January 1989 - August 1989
Skills
Project Management, Analysis, Client Relationship..., Mutual Funds, Research, Board Presentations, Writing Skills, Attention To Detail, Able To Multi-task, CRM, Training, Business Analysis, Data Analysis, Due Diligence, Financial Services, Leadership, Management, Team Leadership
Education
Regis College 1986 — 1990
B.S with Honors, Mathematics
Regis College 1986 — 1990
B.A with Honors, French
Arvada West High School 1983 — 1986
Charles Schwab Advisor Services August 2014 - Present
NASDAQ OMX (Formerly Thomson Reuters Corporate Services) February 2013 - September 2013
Lipper, A Thomson Reuters Company August 2007 - February 2013
Monarch Capital Management, LLC May 2000 - August 2007
Skills
Mutual Funds, Financial Services, Salesforce.com, Relationship Management, Business Development, Financial Markets, Account Management, Project Management, Equities, Leadership, Market Data, Product Development, Wealth Management, Process Improvement, Sales&Marketing, Territory Sales, Developing New Business..., Strategic Sales Plans, Multimedia..., New Product Launch, Market Penetration, Corporate Branding, Series 7, Series 63
Education
Colorado State University 1994 — 1997
Bachelor of Fine Arts (BFA)
Infosys June 2013 - Present
State Street June 2012 - June 2013
State Street June 2011 - April 2013
State Street January 2006 - May 2011
State Street July 2002 - December 2005
Merrill Lynch 1999 - 2002
Lipper, A Thomson Reuters Company 1997 - 1999
J.P. Morgan 1996 - 1997
Morgan Stanley 1995 - 1996
Skills
Big Data Analytics, Digital Strategy, IT Simplification &..., New Product Development, Software & Data..., Problem Solving, Analytics, Product Strategy, Business Intelligence, Product Marketing, Product Management, Alliance-building, Vendor Management, Market Research, Program Management, Business Planning &..., Project Management, Integration, SaaS, Building High..., Organizational..., Cross-functional Team..., Customer Engagement, Sales Enablement, Investment Solutions..., Business Process..., ITIL Service Strategy, Contract Negotiation, Licensing, Commercials, Risk Management, Fixed Income, Business Analysis, Executive Management
Education
Carnegie Mellon University
MS, Management
Delhi Institute of Technology, Delhi University
BE, Computer Sc & Engg.
Springdales School, Pusa Road, Delhi
Curian Capital August 2014 - Present
WealthTouch, Inc. June 2012 - May 2014
Lipper, A Thomson Reuters Company May 2002 - June 2010
Lipper, A Thomson Reuters Company October 2000 - May 2002
Lipper, A Thomson Reuters Company September 1999 - October 2000
Skills
Account Management, Sales Support, Product Support, Mutual Funds, Customer Relations, ETFs, Negotiation, Customer Satisfaction, Customer Service, Liaison, Customer Support, Process Improvement, Sales, Vendor Management, Sales Operations, Selling, Financial Services, CRM, Project Management, Analysis, Management, Equities, Business Analysis
Education
San Diego State University-California State University 1988 — 1991
Bachelor of Arts (B.A.), International Business
Thomson Reuters February 2014 - Present
Thomson Reuters October 2012 - February 2014
Thomson Reuters December 2010 - October 2012
Reuters Financial Software October 2007 - December 2010
Lipper, a Thomson Reuters Company June 2005 - October 2007
Refco Securities July 2003 - December 2004
Skills
Interest Rate..., Fixed Income, Analytics, Credit Derivatives, Derivatives, mutual funds, FX options, FX Options, Options, Financial Markets, Trading Systems, Sybase, Equities, Market Data, Financial Modeling, Electronic Trading, Mutual Funds, Commodity, Swaps, Valuation, Quantitative Analytics, Financial Risk, Portfolio Management
Education
University of Reading 2009 — 2009
IFID, Fixed Income derivatives
Montpellier Business School 2000 — 2003
Master, Finance
Charles Schwab Investment Management, Inc. October 2014 - Present
Charles Schwab March 2012 - Present
Charles Schwab April 2010 - March 2012
Lipper, A Thomson Reuters Company May 2002 - May 2007
Moneta Group January 2000 - July 2001
Skills
Equities, Investments, Microsoft Excel, Mutual Funds, Hedge Funds, Financial Markets, Business Analysis, Asset Management, Investment Management, Financial Services, Process Improvement, Finance
Education
Austin Peay State University
BBA, Finance
Deloitte Tax LLP January 2012 - Present
Bath Law Firm August 2009 - December 2011
Emergency Medical Services Corporation January 2009 - April 2009
US Securities and Exchange Commission May 2008 - August 2008
Colorado State Attorney General January 2008 - May 2008
Lipper, A Thomson Reuters Company August 2004 - July 2006
Education
University of Denver 2011 — 2011
LL.M. Taxation, Graduate Tax Program
University of Denver - Sturm College of Law 2006 — 2009
J.D.
Colorado State University 2000 — 2004
B.S. Business Administration, Finance
Keller Williams Realty 2010 - Present
United Western Bank 2007 - 2009
United Western Bank 2005 - 2007
United Western Bank 2003 - 2005
American Investment Bank 2001 - 2003
Lipper, A Thomson Reuters Company 2000 - 2001
Skills
Selling, Real Estate Transactions, Negotiation, Loans, Sellers, Credit, REO, Residential Homes, Commercial Lending, Commercial Real Estate, Credit Analysis
Education
University of Colorado Denver 1996 — 2000
B.S. in Business Administration, Financial Management
North High School
Charles Schwab April 2013 - Present
Lipper, A Thomson Reuters Company November 2007 - Present
Thomson Reuters November 2007 - April 2013
Standard & Poor's August 2004 - July 2007
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2007
Masters, Economics
University of California, Los Angeles 1998 — 2000
Bachelor's, Economics
Aimco November 2013 - Present
Aimco June 2012 - November 2013
Lipper, A Thomson Reuters Company March 2012 - June 2012
DIRECTV April 2009 - March 2011
Janus Capital Group July 2008 - April 2009
Skills
Microsoft Office, SAP, Client Services, Data Entry, Data Management, Customer Relations, Financial Services, Customer Service, Data Analysis, Business Development, Microsoft Excel, Strategic Planning, Analysis, Employee Relations, Team Building, Business Analysis, Research, Marketing, Accounting, Project Management, Accounts Payable, Team Leadership, Access, Process Improvement, Budgets, Finance
Education
Oklahoma State University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Advent Software July 2011 - Present
Wells Fargo November 2008 - July 2011
Lipper, A Thomson Reuters Company October 2007 - September 2008
Education
University of Colorado at Boulder 2004 — 2008
B.S. Applied Mathematics, Math, Engineering, Economics, Finance
Centura Health September 2014 - Present
Children's Hospital Colorado June 2012 - August 2014
University of Colorado Hospital November 2005 - June 2012
Lipper, A Thomson Reuters Company February 1999 - October 2005
Skills
Financial Analysis, Financial Reporting, Process Improvement, Accounting, Financial Modeling, Budgets, Analysis, Forecasting, Revenue Cycle, Data Analysis, Finance, Microsoft Excel, Financial Accounting
Education
University of Colorado at Denver 2008 — 2012
MS, Accounting
Fort Lewis College 1994 — 1998
BA, Finance
Craig Custom Builders, Inc. April 2010 - January 2013
Matrix Settlement and Clearance Services July 2004 - October 2009
Lipper, A Thomson Reuters Company September 2000 - July 2004
Education
University of Colorado at Denver 2002 — 2005
MBA, MBA
The College of William and Mary 1996 — 2000
B.A., History
TransUnion August 2013 - Present
DCP Midstream October 2011 - August 2013
DCP Midstream November 2006 - October 2011
Printrak, A Motorola Company July 2000 - November 2006
Lipper, A Thomson Reuters Company May 1999 - June 2000
Capgemini April 1997 - May 1999
Principal Financial Group August 1995 - April 1997
Applied Power Associates February 1995 - August 1995
Education
University of Colorado at Boulder 2000 — 2004
Master of Science (MS), Computer Science
University of Nebraska-Lincoln 1990 — 1994
Bachelor of Science (BS), Computer Science
The Home Depot March 2013 - Present
The International Distribution Group March 2009 - August 2012
Lipper, A Thomson Reuters Company February 2006 - March 2009
N.C.C IMAGE COMPANY July 2004 - February 2006
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Access, Peachtree, Oracle HR, Outlook, SPSS, Internet, Invoicing, Accounting, Account Reconciliation
Education
Assumption University 1999 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Assumption University
Bachelor of Business Administration, Accounting
Lipper, A Thomson Reuters Company January 2011 - Present
Jefferson County Public Schools November 2008 - January 2011
Skills
Citrix, VMware, Microsoft Platform, Hyper-V, Netbackup, Active Directory, Windows Server, Virtualization, Servers, Disaster Recovery
Education
Front Range Community College 2005 — 2009
Associate of Arts and Sciences (AAS), Computer Information Systems
Thomson Reuters QA AnalystBioTRUST Nutrition2014 - 2015
BioTRUST Nutrition 2014 - 2015
BioTRUST Nutrition 2014 - 2015
Lipper, A Thomson Reuters Company March 2012 - December 2013
Lipper, A Thomson Reuters Company August 2008 - February 2012
Skills
Software Quality..., Agile Methodologies, Test Automation, Test Planning, Manual Testing, Quality Center, Regression Testing, Test Cases, Testing, SDLC, Requirements Analysis, Web Services, Quality Assurance, HP Quality Center, Databases
Education
Metropolitan State University of Denver
Bachelor of Science (BS), Computer Information Systems
StoneRiver April 2013 - Present
U.S. Department of Labor (Mine Safety and Health Administration) October 2009 - March 2013
Paper Direct February 2009 - August 2009
Lipper, A Thomson Reuters Company May 2008 - October 2008
Skills
SQL, Toad, Functional Testing, Regression Testing, User Acceptance Testing, QTP, Agile Methodologies, Backend Testing, Smoke Testing, Test Planning, Test Designing, ClearQuest, ClearCase, Test Automation, Microsoft SQL Server, SQL Server Management..., SSRS, Kanban, Microsoft Office, HP QTP, SDLC, System Testing, Test Cases
Education
BIT Mesra
Post Graduate Diploma in Computer Application
University of Burdwan
Bachelor of Science (B.S.)
Lipper, A Thomson Reuters Company April 1986 - Present
Skills
Integration, Cloud Computing, System Administration, Databases, Disaster Recovery, VMware, SQL, Data Center, Software Development, Perl, IT Service Management, Enterprise Architecture, ITIL, Financial Markets
Education
New York Institute of Technology 1981 — 1985
Bachelor's degree, Electrical and Electronics Engineering, 3.5
ASF Payment Solutions July 2002 - Present
Lipper, A Thomson Reuters Company January 1998 - July 2001
Skills
CRM, Account Management, Call Centers, Customer Retention, Sales, Training, Customer Service, Sales Management, Leadership, B2B, Salesforce.com, Sales Process, Team Building, Client Services, Sales Presentations, Coaching, Solution Selling, Direct Sales, Marketing, Management
Education
Metropolitan State University of Denver 1997 — 2000