Matrix Financial Solutions
Industry: Company
DescriptionFounded: 2004 Subsidiaries: Matrix Trust Company, MG Trust Company, LLC, Parent organization: Broadridge Financial Solutions
Matrix Financial Solutions List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Matrix Financial Solutions. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Matrix Financial Solutions Employees
Employee
Years
Job
Industry
Karen Schimmel Karen Schimmel's Matrix Financial Solutions Experience June 2014 - Present
Job Independent Beauty Consultant at Mary Kay Inc.
Industry Financial Services
Experience
Mary Kay Inc. March 2015 - Present
Matrix Financial Solutions June 2014 - Present
Toys R Us November 2013 - May 2014
Toys R Us October 2012 - April 2014
Harbor Freight Tools June 2013 - October 2013
Labor Ready April 2011 - October 2012
Skills
Cashiering, Loss Prevention, Retail, Merchandising, Store Management, Retail Sales, Visual Merchandising, Inventory Management, Inventory Control, Planograms, Customer Service, Store Operations, Customer Satisfaction, Cash Register, Telephone Skills, Data Entry, Time Management, Shrinkage, POS
Education
University of Phoenix 2015 — 2016
Master of Business Administration (M.B.A.), Human Resoures
Colorado State University 2000 — 2005
Bachelor of Arts (B.A.), History
Mary Kay Inc. March 2015 - Present
Matrix Financial Solutions June 2014 - Present
Toys R Us November 2013 - May 2014
Toys R Us October 2012 - April 2014
Harbor Freight Tools June 2013 - October 2013
Labor Ready April 2011 - October 2012
Skills
Cashiering, Loss Prevention, Retail, Merchandising, Store Management, Retail Sales, Visual Merchandising, Inventory Management, Inventory Control, Planograms, Customer Service, Store Operations, Customer Satisfaction, Cash Register, Telephone Skills, Data Entry, Time Management, Shrinkage, POS
Education
University of Phoenix 2015 — 2016
Master of Business Administration (M.B.A.), Human Resoures
Colorado State University 2000 — 2005
Bachelor of Arts (B.A.), History
Steve Sturgeon Steve Sturgeon's Matrix Financial Solutions Experience April 2015 - Present
Job VP at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions April 2015 - Present
M&T Bank 2001 - April 2015
Charles Schwab 2000 - 2001
Goldberg & Osborne 1997 - 2000
Skills
Risk Management, Financial Services, Process Improvement, Change Management, Fund Accounting, Collective Investment..., Unitizations, Investments, Securities, Equities, Fixed Income, Mutual Funds, Asset Allocation, Operations Management, Transfer Agency, Banking, Finance, Portfolio Management, Retirement Planning, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 1991 — 1995
Bachelor's Degree, Finance, General, Summa Cum Laude
Matrix Financial Solutions April 2015 - Present
M&T Bank 2001 - April 2015
Charles Schwab 2000 - 2001
Goldberg & Osborne 1997 - 2000
Skills
Risk Management, Financial Services, Process Improvement, Change Management, Fund Accounting, Collective Investment..., Unitizations, Investments, Securities, Equities, Fixed Income, Mutual Funds, Asset Allocation, Operations Management, Transfer Agency, Banking, Finance, Portfolio Management, Retirement Planning, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 1991 — 1995
Bachelor's Degree, Finance, General, Summa Cum Laude
Cynthia Dash Cynthia Dash's Matrix Financial Solutions Experience June 1999 - Present
Job General Manager at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions June 1999 - Present
Skills
law, contracts, ERISA, risk management, budgets, acquisitions, litigation, FINRA, regulatory compliance, Mutual Funds, 401k, Banking, Investments, Risk Management, Retirement, Retirement Planning, Budgets, Wealth Management, Litigation, Financial Services, Asset Management, Acquisitions, Securities, Finance, Leadership, Series 7, Relationship Management
Education
University of New Hampshire Law School 1991 — 1994
JD, Law
Hobart and William Smith Colleges 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government, Dean's List
Matrix Financial Solutions June 1999 - Present
Skills
law, contracts, ERISA, risk management, budgets, acquisitions, litigation, FINRA, regulatory compliance, Mutual Funds, 401k, Banking, Investments, Risk Management, Retirement, Retirement Planning, Budgets, Wealth Management, Litigation, Financial Services, Asset Management, Acquisitions, Securities, Finance, Leadership, Series 7, Relationship Management
Education
University of New Hampshire Law School 1991 — 1994
JD, Law
Hobart and William Smith Colleges 1987 — 1991
Bachelor of Arts (B.A.), Political Science and Government, Dean's List
Sunny Strohfus Sunny Strohfus's Matrix Financial Solutions Experience May 2013 - Present
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
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
Boyd Minnix, QKA Boyd Minnix, QKA's Matrix Financial Solutions Experience April 2015 - Present
Job Director Client Services at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions April 2015 - Present
Wilmington Trust September 2013 - April 2015
Wilmington Trust September 2009 - September 2013
Lincoln Financial Group August 2005 - September 2009
AMG (Acquired by Lincoln Financial Group) January 2000 - August 2005
Northern Trust July 1995 - January 2000
Howard Johnson & Company July 1994 - July 1995
AMG July 1991 - July 1994
Hewitt Associates October 1989 - July 1991
Skills
Employee Benefits, Defined Benefit, Retirement, CRM, Management, Strategic Planning, Relationship Management, Human Resources, Sales, Defined Contribution, Retirement Planning, 401k, Financial Services, Mutual Funds, Investments, Insurance, Pensions
Education
North Central College 1983 — 1985
BA, Accounting and Computer Science
Matrix Financial Solutions April 2015 - Present
Wilmington Trust September 2013 - April 2015
Wilmington Trust September 2009 - September 2013
Lincoln Financial Group August 2005 - September 2009
AMG (Acquired by Lincoln Financial Group) January 2000 - August 2005
Northern Trust July 1995 - January 2000
Howard Johnson & Company July 1994 - July 1995
AMG July 1991 - July 1994
Hewitt Associates October 1989 - July 1991
Skills
Employee Benefits, Defined Benefit, Retirement, CRM, Management, Strategic Planning, Relationship Management, Human Resources, Sales, Defined Contribution, Retirement Planning, 401k, Financial Services, Mutual Funds, Investments, Insurance, Pensions
Education
North Central College 1983 — 1985
BA, Accounting and Computer Science
Eric Sandri Eric Sandri's Matrix Financial Solutions Experience June 2014 - Present
Job Operations Associate Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions June 2014 - Present
UNIT4 Business Software North America August 2013 - April 2014
Colorado Network Solutions May 2009 - August 2013
White Chocolate Grill May 2010 - September 2011
Eric's Lawn Service March 2005 - October 2010
Skills
Microsoft Excel, Outlook, CODA Financials, Customer Service, Finance, ERP, PowerPoint, Consulting, Employee Training, Time Management, Technical Training, Team Leadership, Microsoft Office, Work Ethic, Entrepreneurship, Business Analysis, Financial Modeling, Financial Analysis, Analytic Problem Solving, Creative Problem Solving, Friendly Personality, Goal Oriented, Budgets, Strategic Planning, Public Speaking, Microsoft Word, Leadership
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Matrix Financial Solutions June 2014 - Present
UNIT4 Business Software North America August 2013 - April 2014
Colorado Network Solutions May 2009 - August 2013
White Chocolate Grill May 2010 - September 2011
Eric's Lawn Service March 2005 - October 2010
Skills
Microsoft Excel, Outlook, CODA Financials, Customer Service, Finance, ERP, PowerPoint, Consulting, Employee Training, Time Management, Technical Training, Team Leadership, Microsoft Office, Work Ethic, Entrepreneurship, Business Analysis, Financial Modeling, Financial Analysis, Analytic Problem Solving, Creative Problem Solving, Friendly Personality, Goal Oriented, Budgets, Strategic Planning, Public Speaking, Microsoft Word, Leadership
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Jay McAfoos Jay McAfoos's Matrix Financial Solutions Experience March 2008 - May 2012
Job Project Engineer at Character Builders Colorado
Industry Construction
Experience
Fidelity Investments September 2013 - February 2015
Matrix Financial Solutions March 2008 - May 2012
Innovative Financial January 2007 - February 2008
Greenberg & Associates Securities March 2001 - February 2003
Skills
Strategic Planning, Banking, PowerPoint, Project Management, Microsoft Word, Investments, Risk Management, Bloomberg
Education
University of Colorado at Boulder 1996 — 2001
Bachelor of Science (B.S.), Finance, General
Fidelity Investments September 2013 - February 2015
Matrix Financial Solutions March 2008 - May 2012
Innovative Financial January 2007 - February 2008
Greenberg & Associates Securities March 2001 - February 2003
Skills
Strategic Planning, Banking, PowerPoint, Project Management, Microsoft Word, Investments, Risk Management, Bloomberg
Education
University of Colorado at Boulder 1996 — 2001
Bachelor of Science (B.S.), Finance, General
Derek Menke Derek Menke's Matrix Financial Solutions Experience December 2005 - January 2012
Job Senior Business Analyst at Matrix Financial, a Broadridge Financial company
Industry Financial Services
Experience
Matrix Financial Solutions, a Broadridge Financial company January 2012 - Present
Matrix Financial Solutions December 2005 - January 2012
Matrix Financial Solutions August 2004 - December 2005
MG Trust Company April 2002 - August 2004
BNY Mellon August 2000 - April 2002
Central Bancompany August 1998 - August 2000
Skills
Risk Management, Investments, Business Analysis, Mutual Funds, Process Improvement, Project Management, Microsoft Excel, Business Requirements, Leadership, SDLC
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Science (B.S.), Finance and Banking
Matrix Financial Solutions, a Broadridge Financial company January 2012 - Present
Matrix Financial Solutions December 2005 - January 2012
Matrix Financial Solutions August 2004 - December 2005
MG Trust Company April 2002 - August 2004
BNY Mellon August 2000 - April 2002
Central Bancompany August 1998 - August 2000
Skills
Risk Management, Investments, Business Analysis, Mutual Funds, Process Improvement, Project Management, Microsoft Excel, Business Requirements, Leadership, SDLC
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Science (B.S.), Finance and Banking
Matthew Gurba Matthew Gurba's Matrix Financial Solutions Experience September 2013 - Present
Job Account Executive at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions September 2013 - Present
Morgan Stanley 2007 - 2013
Clayton Fixed Income Services 2006 - 2007
Skills
Fixed Income Portfolio..., Cash Management, Treasury, Series 7, Financial Modeling, Investments, Asset Allocation, Asset Managment, Bloomberg, Financial Analysis, Portfolio Management, Mutual Funds, Fixed Income, Valuation, Microsoft Excel, Corporate Finance, Financial Reporting, Uniform Combined State..., Business Development, Securities
Education
Colorado College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Matrix Financial Solutions September 2013 - Present
Morgan Stanley 2007 - 2013
Clayton Fixed Income Services 2006 - 2007
Skills
Fixed Income Portfolio..., Cash Management, Treasury, Series 7, Financial Modeling, Investments, Asset Allocation, Asset Managment, Bloomberg, Financial Analysis, Portfolio Management, Mutual Funds, Fixed Income, Valuation, Microsoft Excel, Corporate Finance, Financial Reporting, Uniform Combined State..., Business Development, Securities
Education
Colorado College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Randi Banks, MBA Randi Banks, MBA's Matrix Financial Solutions Experience March 2015 - Present
Job at
Industry Financial Services
Experience
Matrix Financial Solutions March 2015 - Present
Matrix Financial Solutions November 2012 - March 2015
JP Morgan Funds - JP Morgan Chase March 2011 - August 2012
Nationwide Financial March 2006 - January 2011
Nationwide Financial September 2005 - March 2006
Skills
Mutual Funds, Wealth Management, Investments, Financial Analysis, Finance, Banking, Insurance, Financial Modeling, Series 7, Equities, Retirement Planning, Retirement, Securities
Education
The Ohio State University Fisher College of Business 2008 — 2010
MBA, Finance
University of Florida 2000 — 2004
BA, Theater and English
Matrix Financial Solutions March 2015 - Present
Matrix Financial Solutions November 2012 - March 2015
JP Morgan Funds - JP Morgan Chase March 2011 - August 2012
Nationwide Financial March 2006 - January 2011
Nationwide Financial September 2005 - March 2006
Skills
Mutual Funds, Wealth Management, Investments, Financial Analysis, Finance, Banking, Insurance, Financial Modeling, Series 7, Equities, Retirement Planning, Retirement, Securities
Education
The Ohio State University Fisher College of Business 2008 — 2010
MBA, Finance
University of Florida 2000 — 2004
BA, Theater and English
James D'Amato James D'Amato's Matrix Financial Solutions Experience June 2006 - August 2009
Job Teller at PNC
Industry Fund-Raising
Experience
PNC September 2011 - Present
PNC Bank September 2011 - Present
Alleycat Comics May 2011 - Present
Fund for the Public Interest June 2010 - August 2011
The Human Rights Campaign June 2010 - June 2011
Allegheny Parkour Club January 2008 - January 2010
Matrix Financial Solutions June 2006 - August 2009
Skills
Improvisational Comedy, Canvassing, Fundraising, Non-profits, Public Speaking, Customer Service, Sales, Volunteer Management, Fundraisers, Volunteer Recruiting, Community Organizing, Community Outreach, Political Campaigns, Grassroots Organizing
Education
Improv Olympic 2011 — 2012
Improv, Being Funny
Improv TrainingSecond City Conservatory 2011 — 2012
Sketch, Improv
Allegheny College 2006 — 2010
Political Science, Politics, English, Writing, Womens Studies
PNC September 2011 - Present
PNC Bank September 2011 - Present
Alleycat Comics May 2011 - Present
Fund for the Public Interest June 2010 - August 2011
The Human Rights Campaign June 2010 - June 2011
Allegheny Parkour Club January 2008 - January 2010
Matrix Financial Solutions June 2006 - August 2009
Skills
Improvisational Comedy, Canvassing, Fundraising, Non-profits, Public Speaking, Customer Service, Sales, Volunteer Management, Fundraisers, Volunteer Recruiting, Community Organizing, Community Outreach, Political Campaigns, Grassroots Organizing
Education
Improv Olympic 2011 — 2012
Improv, Being Funny
Improv TrainingSecond City Conservatory 2011 — 2012
Sketch, Improv
Allegheny College 2006 — 2010
Political Science, Politics, English, Writing, Womens Studies
Jeffery Sun's Matrix Financial Solutions Experience June 2009 - August 2010
Job Sales Operations Analyst at EnerNOC
Industry Information Technology and Services
Experience
EnerNOC September 2015 - Present
Compete, Inc. January 2014 - July 2014
Parsons Brinckerhoff January 2012 - June 2012
Matrix Financial Solutions June 2009 - August 2010
Skills
SQL, Basics of Unix, Microsoft Excel, Mathematics, Data Analytics, Statistics, Economics, Econometrics, Unix, Microsoft Word, Analysis, Social Media, Time Management, Data Analysis, PowerPoint, Teamwork, Databases, Public Speaking
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Economics, 3.2
EnerNOC September 2015 - Present
Compete, Inc. January 2014 - July 2014
Parsons Brinckerhoff January 2012 - June 2012
Matrix Financial Solutions June 2009 - August 2010
Skills
SQL, Basics of Unix, Microsoft Excel, Mathematics, Data Analytics, Statistics, Economics, Econometrics, Unix, Microsoft Word, Analysis, Social Media, Time Management, Data Analysis, PowerPoint, Teamwork, Databases, Public Speaking
Education
Northeastern University 2010 — 2015
Bachelor of Science (BS), Economics, 3.2
Meredith Matt Loyd Meredith Matt Loyd's Matrix Financial Solutions Experience March 2010 - May 2011
Job Registered Associate at Praxis Financial Partners
Industry Financial Services
Experience
Praxis Financial Partners September 2015 - Present
Merrill Edge April 2014 - August 2015
Merrill Edge April 2013 - April 2014
Merrill Edge November 2012 - April 2013
Merrill Lynch November 2011 - November 2012
Merrill Edge June 2011 - November 2011
Matrix Financial Solutions March 2010 - May 2011
Skills
Investments, Financial Services, Mutual Funds, Sales, Securities, Equities, Fixed Income, Options, ETFs, Investment Strategies, 401k Rollovers, Retirement Planning, Relationship Management
Education
University of Colorado Boulder 2003 — 2009
Bachelor of Arts (B.A.), Psychology, 3.7 GPA in Psychology
Greater Atlanta Christian School 1999 — 2003
College Preparatory Diploma, High School
Praxis Financial Partners September 2015 - Present
Merrill Edge April 2014 - August 2015
Merrill Edge April 2013 - April 2014
Merrill Edge November 2012 - April 2013
Merrill Lynch November 2011 - November 2012
Merrill Edge June 2011 - November 2011
Matrix Financial Solutions March 2010 - May 2011
Skills
Investments, Financial Services, Mutual Funds, Sales, Securities, Equities, Fixed Income, Options, ETFs, Investment Strategies, 401k Rollovers, Retirement Planning, Relationship Management
Education
University of Colorado Boulder 2003 — 2009
Bachelor of Arts (B.A.), Psychology, 3.7 GPA in Psychology
Greater Atlanta Christian School 1999 — 2003
College Preparatory Diploma, High School
Bryant Hicks's Matrix Financial Solutions Experience June 2013 - Present
Job Client Account Representative at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions June 2013 - Present
United States Air Force May 2008 - May 2014
Brown Brothers Harriman June 2012 - May 2013
J.P. Morgan September 2011 - November 2011
UBS Financial Services May 2010 - May 2011
Starbucks Coffee Company August 2006 - January 2009
Skills
Analysis, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, PowerPoint, Management, Microsoft Word, VBA, Financial Modeling, Corporate Finance, Outlook, Research, Windows
Education
University of Colorado at Boulder 2007 — 2012
BA Business Administration, Finance, General
Matrix Financial Solutions June 2013 - Present
United States Air Force May 2008 - May 2014
Brown Brothers Harriman June 2012 - May 2013
J.P. Morgan September 2011 - November 2011
UBS Financial Services May 2010 - May 2011
Starbucks Coffee Company August 2006 - January 2009
Skills
Analysis, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, PowerPoint, Management, Microsoft Word, VBA, Financial Modeling, Corporate Finance, Outlook, Research, Windows
Education
University of Colorado at Boulder 2007 — 2012
BA Business Administration, Finance, General
Tim Gerlesits Tim Gerlesits's Matrix Financial Solutions Experience February 2014 - Present
Job Account Executive at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions February 2014 - Present
Matrix Financial Solutions November 2012 - February 2014
Harbor Capital Advisors December 2010 - August 2012
Harbor Capital Advisors September 2011 - December 2011
Harbor Capital Advisors September 2009 - December 2010
Education
University of Iowa 2005 — 2009
B.B.A, Finance
University of Iowa
B.B.A, Finance
Matrix Financial Solutions February 2014 - Present
Matrix Financial Solutions November 2012 - February 2014
Harbor Capital Advisors December 2010 - August 2012
Harbor Capital Advisors September 2011 - December 2011
Harbor Capital Advisors September 2009 - December 2010
Education
University of Iowa 2005 — 2009
B.B.A, Finance
University of Iowa
B.B.A, Finance
Peter Nicholas Peter Nicholas's Matrix Financial Solutions Experience June 2007 - July 2008
Job Project Manager at Centene Corporation
Industry Hospital & Health Care
Experience
Centene Corporation June 2014 - Present
Centene Corporation January 2013 - June 2014
Epic June 2011 - August 2012
US Bank March 2011 - June 2011
Isle of Capri Casino September 2010 - June 2011
Clayton Medical Consultants July 2008 - August 2009
Matrix Financial Solutions June 2007 - July 2008
Skills
Healthcare, International Business, Real Estate, Excel, Teamwork, Financial Analysis, Strategic Planning, Problem Solving, Analysis, Project Management, Microsoft Excel, PowerPoint, Customer Service, Operations Management, Access, Finance, Time Management, Leadership, Training, Data Analysis, Business Intelligence, Entrepreneurship
Education
Webster University 2009 — 2010
MBA, International Business
University of Denver - Daniels College of Business 2003 — 2007
Finance/Real Estate, Business Administration
Ladue
Centene Corporation June 2014 - Present
Centene Corporation January 2013 - June 2014
Epic June 2011 - August 2012
US Bank March 2011 - June 2011
Isle of Capri Casino September 2010 - June 2011
Clayton Medical Consultants July 2008 - August 2009
Matrix Financial Solutions June 2007 - July 2008
Skills
Healthcare, International Business, Real Estate, Excel, Teamwork, Financial Analysis, Strategic Planning, Problem Solving, Analysis, Project Management, Microsoft Excel, PowerPoint, Customer Service, Operations Management, Access, Finance, Time Management, Leadership, Training, Data Analysis, Business Intelligence, Entrepreneurship
Education
Webster University 2009 — 2010
MBA, International Business
University of Denver - Daniels College of Business 2003 — 2007
Finance/Real Estate, Business Administration
Ladue
Jamie DeRubertis Jamie DeRubertis's Matrix Financial Solutions Experience January 2000 - June 2012
Job Managing Director at Bluff Point Associates
Industry
Experience
Bluff Point Associates June 2012 - Present
Matrix Financial Solutions January 2000 - June 2012
DTCC January 1997 - January 2000
Skills
Series 7, 401k, Series 24, Financial Analysis, Strategic Planning, Retirement, Business Development
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA)
Manhattan College 1984 — 1988
Bachelor of Science (BS), Finance & Economics
Bluff Point Associates June 2012 - Present
Matrix Financial Solutions January 2000 - June 2012
DTCC January 1997 - January 2000
Skills
Series 7, 401k, Series 24, Financial Analysis, Strategic Planning, Retirement, Business Development
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA)
Manhattan College 1984 — 1988
Bachelor of Science (BS), Finance & Economics
Nancy Gray Nancy Gray's Matrix Financial Solutions Experience April 2015 - Present
Job Vice President at Matrix Financial Solutions
Industry Banking
Experience
Matrix Financial Solutions April 2015 - Present
Wilmington Trust October 1995 - April 2015
BellSouth Corporation June 1980 - March 1995
Skills
CRSP Designation, Retirement, Retirement Planning, Mergers & Acquisitions, Leadership, Employee Benefits, 401k, Deferred Compensation, Series 7, CRM, Pensions, Training, Relationship Management, Financial Services, Investment Strategies, Mutual Funds, Executive Pay, Project Management
Education
Northwestern on behalf of ABA 2000 — 2003
CRSP, Retirement Services
Auburn University 1977 — 1982
BA, Journalism
Huffman 1974 — 1977
Matrix Financial Solutions April 2015 - Present
Wilmington Trust October 1995 - April 2015
BellSouth Corporation June 1980 - March 1995
Skills
CRSP Designation, Retirement, Retirement Planning, Mergers & Acquisitions, Leadership, Employee Benefits, 401k, Deferred Compensation, Series 7, CRM, Pensions, Training, Relationship Management, Financial Services, Investment Strategies, Mutual Funds, Executive Pay, Project Management
Education
Northwestern on behalf of ABA 2000 — 2003
CRSP, Retirement Services
Auburn University 1977 — 1982
BA, Journalism
Huffman 1974 — 1977
Stewart Cohune Stewart Cohune's Matrix Financial Solutions Experience April 2007 - November 2011
Job Senior DirectorBank Broker Dealer Sales at Broadridge
Industry Financial Services
Experience
Broadridge Financial Solutions November 2011 - Present
Matrix Financial Solutions April 2007 - November 2011
Pen-Cal Administrators January 1991 - December 2006
Connecticut Mutual Life Insurance Company January 1988 - December 1990
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Asset Managment, Business Relationship..., Wealth Management, Securities, Brokerage, 401k, Retirement, Portfolio Management, FINRA, Finance, Equities, Retirement Plan..., Asset Management, Financial Services, Strategy, Management, Employee Benefits, Pensions, Leadership, Stock Trading, Series 63, Financial Advisory, Enterprise Software
Education
California Polytechnic State University-San Luis Obispo 1985 — 1987
Bachelor of Arts, Speech Communication
Broadridge Financial Solutions November 2011 - Present
Matrix Financial Solutions April 2007 - November 2011
Pen-Cal Administrators January 1991 - December 2006
Connecticut Mutual Life Insurance Company January 1988 - December 1990
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Asset Managment, Business Relationship..., Wealth Management, Securities, Brokerage, 401k, Retirement, Portfolio Management, FINRA, Finance, Equities, Retirement Plan..., Asset Management, Financial Services, Strategy, Management, Employee Benefits, Pensions, Leadership, Stock Trading, Series 63, Financial Advisory, Enterprise Software
Education
California Polytechnic State University-San Luis Obispo 1985 — 1987
Bachelor of Arts, Speech Communication
Patrick Bull Patrick Bull's Matrix Financial Solutions Experience July 2005 - December 2014
Job Business/Data Analyst at TrigPoint Solutions, Inc.
Industry Financial Services
Experience
TrigPoint Solutions, Inc. December 2014 - Present
Matrix Financial Solutions July 2005 - December 2014
Jackson National Life June 1998 - July 2005
American Century Investments January 1997 - June 1998
Skills
Business Analysis, Process Improvement, Excel, Customer Relations, Project Management, Technical Writing, Adobe Acrobat, Microsoft Access, Business Requirements, Microsoft Excel, Team Building, Risk Management, Customer Service, Training, Access, Change Management, Leadership, Strategic Planning, Call Centers, Financial Analysis, Analysis, Mutual Funds, Software Documentation, User Acceptance Testing, Requirements Gathering, Vendor Management, Business Process..., Financial Modeling, Financial Services, Databases, SDLC, SQL
Education
Iowa State University 1992 — 1996
B.S., English
TrigPoint Solutions, Inc. December 2014 - Present
Matrix Financial Solutions July 2005 - December 2014
Jackson National Life June 1998 - July 2005
American Century Investments January 1997 - June 1998
Skills
Business Analysis, Process Improvement, Excel, Customer Relations, Project Management, Technical Writing, Adobe Acrobat, Microsoft Access, Business Requirements, Microsoft Excel, Team Building, Risk Management, Customer Service, Training, Access, Change Management, Leadership, Strategic Planning, Call Centers, Financial Analysis, Analysis, Mutual Funds, Software Documentation, User Acceptance Testing, Requirements Gathering, Vendor Management, Business Process..., Financial Modeling, Financial Services, Databases, SDLC, SQL
Education
Iowa State University 1992 — 1996
B.S., English
Jeff Metz's Matrix Financial Solutions Experience January 2007 - June 2012
Job Experienced Business Intelligence Analyst and Data Analyst currently seeking new opportunities
Industry Information Technology and Services
Experience
TEKsystems August 2014 - Present
Charles Schwab June 2012 - March 2014
Matrix Financial Solutions January 2007 - June 2012
CoBank July 2003 - December 2006
Berger Financial Group July 2001 - June 2003
TEKsystems September 1998 - June 2001
Skills
SDLC, Business Requirements, Business Analysis, Integration, Tableau, Report Development, Omniture Analytics, Business Intelligence, ETL, SharePoint, Business Process, Microsoft SQL Server, Data Transformation, Project Management, Software Project..., Crystal Reports, SQL, SQL Server 2000-2008, Stored Procedures, Databases, Analysis, Data Analysis, Requirements Gathering, Requirements Analysis, XML, CRM, Systems Analysis, Vendor Management, Process Improvement, User Acceptance Testing, Software Documentation, T-SQL, Visio, Data Warehousing, Software Development
Education
Regis University 2000 — 2004
Bachelor of Science, Computer Infomation Systems
Colorado State University 1991 — 1996
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
Green Mountain High School
TEKsystems August 2014 - Present
Charles Schwab June 2012 - March 2014
Matrix Financial Solutions January 2007 - June 2012
CoBank July 2003 - December 2006
Berger Financial Group July 2001 - June 2003
TEKsystems September 1998 - June 2001
Skills
SDLC, Business Requirements, Business Analysis, Integration, Tableau, Report Development, Omniture Analytics, Business Intelligence, ETL, SharePoint, Business Process, Microsoft SQL Server, Data Transformation, Project Management, Software Project..., Crystal Reports, SQL, SQL Server 2000-2008, Stored Procedures, Databases, Analysis, Data Analysis, Requirements Gathering, Requirements Analysis, XML, CRM, Systems Analysis, Vendor Management, Process Improvement, User Acceptance Testing, Software Documentation, T-SQL, Visio, Data Warehousing, Software Development
Education
Regis University 2000 — 2004
Bachelor of Science, Computer Infomation Systems
Colorado State University 1991 — 1996
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
Green Mountain High School
Jason Dennen's Matrix Financial Solutions Experience business analystFiserv2002 - 2006
Job Account Executive at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions business analystFiserv2002 - 2006
bear stearns 1998 - 2000
Education
Rowan University 1994 — 1998
Matrix Financial Solutions business analystFiserv2002 - 2006
bear stearns 1998 - 2000
Education
Rowan University 1994 — 1998
Casey Wigotow's Matrix Financial Solutions Experience October 2007 - 2009
Job President/Owner at Two One Photography
Industry Real Estate
Experience
Two One Photography January 2008 - Present
Matrix Financial Solutions October 2007 - 2009
City of Greeley 2006 - 2006
Skills
Photography, Fundraising, Customer Service, Financial Analysis, Microsoft Excel, Strategic Planning, Project Management, Event Planning, Real Estate, Microsoft Office, Outlook, PowerPoint, Marketing, Event Management, Investments, Portraits, Team Building, Weddings, Business Development, Media Relations, Leadership, Public Relations, Contract Negotiation
Education
University of Northern Colorado 2002 — 2006
Bachelor of Arts, Journalism/Communication
Two One Photography January 2008 - Present
Matrix Financial Solutions October 2007 - 2009
City of Greeley 2006 - 2006
Skills
Photography, Fundraising, Customer Service, Financial Analysis, Microsoft Excel, Strategic Planning, Project Management, Event Planning, Real Estate, Microsoft Office, Outlook, PowerPoint, Marketing, Event Management, Investments, Portraits, Team Building, Weddings, Business Development, Media Relations, Leadership, Public Relations, Contract Negotiation
Education
University of Northern Colorado 2002 — 2006
Bachelor of Arts, Journalism/Communication
Alan Hathorne's Matrix Financial Solutions Experience July 2001 - January 2011
Job Sr Director, Information Technology at Nexus Financial Services
Industry Financial Services
Experience
Nexus Financial Services April 2015 - Present
Thompson Creek Metals Company March 2012 - April 2015
Broadridge January 2011 - February 2012
Matrix Financial Solutions July 2001 - January 2011
Education
The University of New Mexico
Nexus Financial Services April 2015 - Present
Thompson Creek Metals Company March 2012 - April 2015
Broadridge January 2011 - February 2012
Matrix Financial Solutions July 2001 - January 2011
Education
The University of New Mexico
Ron Dunham's Matrix Financial Solutions Experience March 2013 - Present
Job Senior Technical Consultant at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions March 2013 - Present
Broadridge March 2004 - Present
Con-way, Inc August 1986 - September 2003
Skills
Software Development, Software Project..., Software Design, System Administration, Systems Analysis, DBAccess, HP NonStop, AIX 5.x, Sybase SQL Anywhere, SQL, TCP/IP, Java, JavaScript, Apache, FIX - Financial..., WebSphere MQ, Visual Studio, C++, Embedded C++, Arduino, CentOS, Red Hat Linux, MySQL, Visual Inspection, spoolcom, sqlmp/sqlmx, Cost Basis Reporting, 1099 Preparation, Cost Accounting, Financial Accounting, Android Development, Flash Animation, Adobe Creative Suite, Adobe Premier, Dbase, Outlook, Microsoft Office, SQL Tuning, SQL Tools, Windows software..., Game Development, Game Programming, Utility Software, Inventor, Requirements Gathering, Requirements Analysis, SDLC, Microsoft SQL Server, .NET, Unix
Education
Portland Community College 1987 — 1991
Matrix Financial Solutions March 2013 - Present
Broadridge March 2004 - Present
Con-way, Inc August 1986 - September 2003
Skills
Software Development, Software Project..., Software Design, System Administration, Systems Analysis, DBAccess, HP NonStop, AIX 5.x, Sybase SQL Anywhere, SQL, TCP/IP, Java, JavaScript, Apache, FIX - Financial..., WebSphere MQ, Visual Studio, C++, Embedded C++, Arduino, CentOS, Red Hat Linux, MySQL, Visual Inspection, spoolcom, sqlmp/sqlmx, Cost Basis Reporting, 1099 Preparation, Cost Accounting, Financial Accounting, Android Development, Flash Animation, Adobe Creative Suite, Adobe Premier, Dbase, Outlook, Microsoft Office, SQL Tuning, SQL Tools, Windows software..., Game Development, Game Programming, Utility Software, Inventor, Requirements Gathering, Requirements Analysis, SDLC, Microsoft SQL Server, .NET, Unix
Education
Portland Community College 1987 — 1991
Jamie Derubertis's Matrix Financial Solutions Experience 2000 - Present
Job VP, National Sales Manager at Matrix Settlement & Clearance Services
Industry Financial Services
Experience
Matrix Settlement & Clearance Services National Sales Manager - MatrixBroadridge2000 - Present
Matrix Financial Solutions 2000 - Present
Education
Fordham Gabelli School of Business
MBA, Finance/Economics
Matrix Settlement & Clearance Services National Sales Manager - MatrixBroadridge2000 - Present
Matrix Financial Solutions 2000 - Present
Education
Fordham Gabelli School of Business
MBA, Finance/Economics
Brad Angst's Matrix Financial Solutions Experience January 2007 - June 2008
Job Vice President Public Finance Investment Banking at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company July 2014 - Present
Wells Fargo February 2013 - June 2014
George K. Baum & Company July 2008 - February 2013
Matrix Financial Solutions January 2007 - June 2008
Skills
Government Finance, Financial Analysis, Business Relationship..., Series 63, Investments, Series 7, Financial Modeling, Mutual Funds, Fixed Income, Asset Managment, Valuation, Credit Analysis, Investment Banking, Due Diligence, Credit, Finance, Financial Structuring, Public Finance
Education
Colorado State University 2003 — 2006
Business Administration, Finance
Austin High School 1993 — 1997
George K. Baum & Company July 2014 - Present
Wells Fargo February 2013 - June 2014
George K. Baum & Company July 2008 - February 2013
Matrix Financial Solutions January 2007 - June 2008
Skills
Government Finance, Financial Analysis, Business Relationship..., Series 63, Investments, Series 7, Financial Modeling, Mutual Funds, Fixed Income, Asset Managment, Valuation, Credit Analysis, Investment Banking, Due Diligence, Credit, Finance, Financial Structuring, Public Finance
Education
Colorado State University 2003 — 2006
Business Administration, Finance
Austin High School 1993 — 1997
Joseph Trussell's Matrix Financial Solutions Experience June 2005 - December 2010
Job Supervisor, Client Services at Broadridge
Industry Financial Services
Experience
Broadridge January 2011 - Present
Matrix Financial Solutions June 2005 - December 2010
Charles Schwab & Co, Inc 1995 - 2005
Skills
Series 24, Series 7, Series 63, Process Improvement, Investments, Financial Analysis, Strategic Planning, Team Building, Customer Service, Securities, mutual funds, 401k, Trust Services, Mutual Funds, Financial Services, Asset Management
Education
Louisiana State University 1988 — 1995
Louisiana State University 1988 — 1995
LCP
Broadridge January 2011 - Present
Matrix Financial Solutions June 2005 - December 2010
Charles Schwab & Co, Inc 1995 - 2005
Skills
Series 24, Series 7, Series 63, Process Improvement, Investments, Financial Analysis, Strategic Planning, Team Building, Customer Service, Securities, mutual funds, 401k, Trust Services, Mutual Funds, Financial Services, Asset Management
Education
Louisiana State University 1988 — 1995
Louisiana State University 1988 — 1995
LCP
Peter Dellaflora's Matrix Financial Solutions Experience 2009 - Present
Job Vice President at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions 2009 - Present
Matrix Financial Solutions 2005 - 2008
Matrix Financial Solutions 2002 - 2005
Education
Metropolitan State College of Denver 1990 — 1993
Bachelor of Science (BS), Aerospace Science
University of Northern Colorado 1988 — 1989
Educational Leadership and Administration, General
Matrix Financial Solutions 2009 - Present
Matrix Financial Solutions 2005 - 2008
Matrix Financial Solutions 2002 - 2005
Education
Metropolitan State College of Denver 1990 — 1993
Bachelor of Science (BS), Aerospace Science
University of Northern Colorado 1988 — 1989
Educational Leadership and Administration, General
Paul Scharneck's Matrix Financial Solutions Experience April 2015 - Present
Job Manager Alliance Relationship Management at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions April 2015 - Present
Wilmington Trust September 2014 - April 2015
Wilmington Trust January 2013 - September 2014
Wilmington Trust February 2009 - January 2013
Wilmington Trust July 2007 - January 2010
AST Capital Trust 2005 - 2008
AST Capital Trust 2005 - 2007
The Retirement Plan Company February 2005 - October 2005
GoldK February 2004 - February 2005
Emplanet April 2002 - November 2002
Skills
Mutual Funds, 401k, Financial Services, Securities, Retirement, Investments, Wealth Management, Retirement Planning, Defined Benefit, Business Analysis, Portfolio Management, Relationship Management, Asset Allocation, Asset Management, Investment Advisory, Pensions, Series 6, FINRA
Education
Eastern Nazarene College 1993 — 1997
B.A, History, American Government
Matrix Financial Solutions April 2015 - Present
Wilmington Trust September 2014 - April 2015
Wilmington Trust January 2013 - September 2014
Wilmington Trust February 2009 - January 2013
Wilmington Trust July 2007 - January 2010
AST Capital Trust 2005 - 2008
AST Capital Trust 2005 - 2007
The Retirement Plan Company February 2005 - October 2005
GoldK February 2004 - February 2005
Emplanet April 2002 - November 2002
Skills
Mutual Funds, 401k, Financial Services, Securities, Retirement, Investments, Wealth Management, Retirement Planning, Defined Benefit, Business Analysis, Portfolio Management, Relationship Management, Asset Allocation, Asset Management, Investment Advisory, Pensions, Series 6, FINRA
Education
Eastern Nazarene College 1993 — 1997
B.A, History, American Government
Chad Vollmer's Matrix Financial Solutions Experience October 1998 - Present
Job Senior Applications Developer at Matrix Financial Solutions
Industry Information Technology and Services
Experience
Matrix Financial Solutions October 1998 - Present
MCI January 1996 - October 1998
Skills
SQL, Project Management, Process Improvement, Business Analysis, Systems Analysis, Investments, Microsoft SQL Server, Integration, Databases, Visio, SDLC, Business Intelligence, Team Building, Customer Service
Education
University of Northern Colorado 1992 — 1996
Mathematics, Psychology
Matrix Financial Solutions October 1998 - Present
MCI January 1996 - October 1998
Skills
SQL, Project Management, Process Improvement, Business Analysis, Systems Analysis, Investments, Microsoft SQL Server, Integration, Databases, Visio, SDLC, Business Intelligence, Team Building, Customer Service
Education
University of Northern Colorado 1992 — 1996
Mathematics, Psychology
Will Hauf's Matrix Financial Solutions Experience April 2015 - Present
Job at Matrix Financial
Industry Computer Software
Experience
Matrix Financial Solutions April 2015 - Present
Wilmington Trust June 2010 - April 2015
2Wire September 2008 - April 2010
Volt Technical Resources October 2006 - February 2008
Northern Exposure Computer Center February 2004 - September 2006
Eastern Wyoming College January 2001 - December 2005
Skills
Troubleshooting, Testing, Automation, Access, Help Desk Support, Software Quality..., XP, Visio, Software Documentation, TCP/IP, Unix, Active Directory, Outlook, VBScript, Windows, Windows NT, SharePoint, JIRA, Linux, SQL, Software Installation
Education
DeVry University Phoenix 2006 — 2010
Bachelor's degree, CIS, Computer Security, Computer Forensics
Eastern Wyoming College 2000 — 2002
Associate's degree, Computer and Information Sciences, General
Matrix Financial Solutions April 2015 - Present
Wilmington Trust June 2010 - April 2015
2Wire September 2008 - April 2010
Volt Technical Resources October 2006 - February 2008
Northern Exposure Computer Center February 2004 - September 2006
Eastern Wyoming College January 2001 - December 2005
Skills
Troubleshooting, Testing, Automation, Access, Help Desk Support, Software Quality..., XP, Visio, Software Documentation, TCP/IP, Unix, Active Directory, Outlook, VBScript, Windows, Windows NT, SharePoint, JIRA, Linux, SQL, Software Installation
Education
DeVry University Phoenix 2006 — 2010
Bachelor's degree, CIS, Computer Security, Computer Forensics
Eastern Wyoming College 2000 — 2002
Associate's degree, Computer and Information Sciences, General
Amy Reuter's Matrix Financial Solutions Experience May 2009 - Present
Job Relationship Management at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions May 2009 - Present
Matrix Financial Solutions August 2006 - May 2009
US Bank 2004 - 2006
U.S. Bank 2003 - 2006
Skills
Open Architecture..., NSCC Mutual Fund Trading, Financial Advisor..., Mutual Funds, Relationship Management, Financial Services, Retirement, Series 63, Series 7, Asset Management, Retirement Planning, Pensions, 401k, Trading, Strategic Planning, Defined Contribution, ETFs, Investment Advisory, Sales, Employee Benefits, Portfolio Management, Business Relationship..., Investments, Product Management, Marketing, Financial Advisory, Series 6, Wealth Management, Business Development, Fixed Annuities, Securities, Product Development, Asset Allocation
Education
University of Minnesota - Carlson School of Management 1998 — 2002
BSB, Marketing
Matrix Financial Solutions May 2009 - Present
Matrix Financial Solutions August 2006 - May 2009
US Bank 2004 - 2006
U.S. Bank 2003 - 2006
Skills
Open Architecture..., NSCC Mutual Fund Trading, Financial Advisor..., Mutual Funds, Relationship Management, Financial Services, Retirement, Series 63, Series 7, Asset Management, Retirement Planning, Pensions, 401k, Trading, Strategic Planning, Defined Contribution, ETFs, Investment Advisory, Sales, Employee Benefits, Portfolio Management, Business Relationship..., Investments, Product Management, Marketing, Financial Advisory, Series 6, Wealth Management, Business Development, Fixed Annuities, Securities, Product Development, Asset Allocation
Education
University of Minnesota - Carlson School of Management 1998 — 2002
BSB, Marketing
Andrew Valenzuela's Matrix Financial Solutions Experience May 2011 - Present
Job Mutual Fund Recon Specialist
Industry Banking
Experience
Matrix Financial Solutions May 2011 - Present
Hudson Valley Housing Development Fund Company June 2009 - May 2011
Skills
Banking, Microsoft Office, Microsoft Excel, Customer Service, Bloomberg Terminal, Reuters 3000, Innovest Systems, DST Vision, Advisor Central, Value Line, Morningstar, Advent Geneva, HedgeTek, Investext Plus, S&P's Research Insight
Education
SUNY Oswego 2006 — 2008
Bachelor of Science (B.S.), Finance, General
Dutchess Community College 2002 — 2006
Associate of Science (A.S.), Liberal Arts
Matrix Financial Solutions May 2011 - Present
Hudson Valley Housing Development Fund Company June 2009 - May 2011
Skills
Banking, Microsoft Office, Microsoft Excel, Customer Service, Bloomberg Terminal, Reuters 3000, Innovest Systems, DST Vision, Advisor Central, Value Line, Morningstar, Advent Geneva, HedgeTek, Investext Plus, S&P's Research Insight
Education
SUNY Oswego 2006 — 2008
Bachelor of Science (B.S.), Finance, General
Dutchess Community College 2002 — 2006
Associate of Science (A.S.), Liberal Arts
Andrew Wexler's Matrix Financial Solutions Experience December 2006 - Present
Job AVP, Corporate Communications, Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions December 2006 - Present
Toplin 2000 - 2002
Prescient Systems 1996 - 2000
Prescient Systems 1996 - 2000
Education
LaSalle University 2002 — 2004
Master of Business Administration (M.B.A.), Business/Corporate Communications
Ohio University 1989 — 1994
Bachelor's degree, Business/Corporate Communications
Matrix Financial Solutions December 2006 - Present
Toplin 2000 - 2002
Prescient Systems 1996 - 2000
Prescient Systems 1996 - 2000
Education
LaSalle University 2002 — 2004
Master of Business Administration (M.B.A.), Business/Corporate Communications
Ohio University 1989 — 1994
Bachelor's degree, Business/Corporate Communications
Brian Rettig, CFA's Matrix Financial Solutions Experience April 2007 - October 2012
Job Portfolio Manager at The Institute for Wealth Management
Industry Financial Services
Experience
The Institute for Wealth Management 2014 - Present
Sharkey, Howes & Javer October 2012 - April 2014
Matrix Financial Solutions April 2007 - October 2012
Skills
Portfolio Management, Mutual Funds, ETFs, Operations Management, Trading, Due Diligence, Attribution, Risk Management, Risk Analytics, Market Risk, Factor Analysis, Modern Portfolio Theory, Tactical Asset..., Technical Analysis, Hedge Funds, Fundamental Analysis, Hedging, Correlation Analysis, Capital Markets, Manage Client..., Asset Management, Alternative Investments, Investment Strategies, Trading Systems, Financial Modeling, Strategic Financial..., Data Management, VAR, Separately Managed...
Education
Colorado State University 1992 — 1996
Finance
The Institute for Wealth Management 2014 - Present
Sharkey, Howes & Javer October 2012 - April 2014
Matrix Financial Solutions April 2007 - October 2012
Skills
Portfolio Management, Mutual Funds, ETFs, Operations Management, Trading, Due Diligence, Attribution, Risk Management, Risk Analytics, Market Risk, Factor Analysis, Modern Portfolio Theory, Tactical Asset..., Technical Analysis, Hedge Funds, Fundamental Analysis, Hedging, Correlation Analysis, Capital Markets, Manage Client..., Asset Management, Alternative Investments, Investment Strategies, Trading Systems, Financial Modeling, Strategic Financial..., Data Management, VAR, Separately Managed...
Education
Colorado State University 1992 — 1996
Finance
Greg Eliassen's Matrix Financial Solutions Experience July 2013 - Present
Job Business Analyst at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions July 2013 - Present
Broadridge September 2010 - July 2013
Broadridge January 2007 - October 2010
Fiserv ISS February 2006 - December 2006
JPMorgan Chase February 1996 - December 2005
Skills
Mutual Funds, Product Management, Customer Service, Relationship Management, Banking, Business Analysis, Global Custody, Brokerage, Microsoft Office, ACATS, Back Office, SDLC, Process Improvement, Analysis, Investments, Management, Financial Services, Business Requirements, Requirements Gathering, Software Project..., Finance, Alternative Investments, Portfolio Management, Mergers & Acquisitions, Project Management, Cash Management, Equities, Financial Markets, Corporate Actions
Education
Lynn University 1991 — 1995
Bachelor of Science, Business Administration
Matrix Financial Solutions July 2013 - Present
Broadridge September 2010 - July 2013
Broadridge January 2007 - October 2010
Fiserv ISS February 2006 - December 2006
JPMorgan Chase February 1996 - December 2005
Skills
Mutual Funds, Product Management, Customer Service, Relationship Management, Banking, Business Analysis, Global Custody, Brokerage, Microsoft Office, ACATS, Back Office, SDLC, Process Improvement, Analysis, Investments, Management, Financial Services, Business Requirements, Requirements Gathering, Software Project..., Finance, Alternative Investments, Portfolio Management, Mergers & Acquisitions, Project Management, Cash Management, Equities, Financial Markets, Corporate Actions
Education
Lynn University 1991 — 1995
Bachelor of Science, Business Administration
Molly Kitashima's Matrix Financial Solutions Experience October 2005 - January 2011
Job Human Resources Professional
Industry Financial Services
Experience
Broadridge Financial Solutions January 2011 - June 2012
Matrix Financial Solutions October 2005 - January 2011
Wellbridge October 2000 - October 2005
Skills
HRIS, Deferred Compensation, Employee Relations, Human Resources, Employee Benefits
Education
University of North Carolina at Charlotte 1992 — 1996
Bachelor of Arts (B.A.), History, 3.2
Broadridge Financial Solutions January 2011 - June 2012
Matrix Financial Solutions October 2005 - January 2011
Wellbridge October 2000 - October 2005
Skills
HRIS, Deferred Compensation, Employee Relations, Human Resources, Employee Benefits
Education
University of North Carolina at Charlotte 1992 — 1996
Bachelor of Arts (B.A.), History, 3.2
Jonathan Hastey's Matrix Financial Solutions Experience January 2010 - December 2013
Job VP of Operations at J&H Buckles
Industry Financial Services
Experience
J&H Buckles January 2014 - Present
Matrix Financial Solutions January 2010 - December 2013
Matrix Financial Solutions January 2008 - December 2009
The Peter Rouget School JHS 088 September 2005 - August 2007
NYC Teaching Fellows June 2005 - August 2007
Education
Pace University 2005 — 2007
Master of Science for Teachers, Adolescent Education
University of Colorado Boulder 2000 — 2005
Bachelor of Science, Journalism and Economics
J&H Buckles January 2014 - Present
Matrix Financial Solutions January 2010 - December 2013
Matrix Financial Solutions January 2008 - December 2009
The Peter Rouget School JHS 088 September 2005 - August 2007
NYC Teaching Fellows June 2005 - August 2007
Education
Pace University 2005 — 2007
Master of Science for Teachers, Adolescent Education
University of Colorado Boulder 2000 — 2005
Bachelor of Science, Journalism and Economics
Brian Laske's Matrix Financial Solutions Experience January 2005 - Present
Job Account Executive at Matrix Financial Solutions, a Broadridge company
Industry Financial Services
Experience
Matrix Financial Solutions January 2005 - Present
Columbia Capital Mortgage Corp. August 1998 - January 2005
Northstar Development Group, LLC February 2002 - January 2003
Preferred Financial Funding, Inc May 1995 - July 1998
Norwest Financial June 1994 - April 1995
Skills
Series 7, 401k, Financial Services, Investments, Mutual Funds
Education
University of Northern Colorado 1990 — 1994
BS, Finance
Matrix Financial Solutions January 2005 - Present
Columbia Capital Mortgage Corp. August 1998 - January 2005
Northstar Development Group, LLC February 2002 - January 2003
Preferred Financial Funding, Inc May 1995 - July 1998
Norwest Financial June 1994 - April 1995
Skills
Series 7, 401k, Financial Services, Investments, Mutual Funds
Education
University of Northern Colorado 1990 — 1994
BS, Finance
Nikki Barnard's Matrix Financial Solutions Experience August 2005 - Present
Job Account Executive at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Settlement and Clearance Services, LLC August 2005 - Present
Matrix Financial Solutions August 2005 - Present
Zions First National Bank August 2002 - August 2005
Education
University of Phoenix 2005 — 2007
Matrix Settlement and Clearance Services, LLC August 2005 - Present
Matrix Financial Solutions August 2005 - Present
Zions First National Bank August 2002 - August 2005
Education
University of Phoenix 2005 — 2007
Carrie Della Flora's Matrix Financial Solutions Experience January 2012 - Present
Job Project Manager at Matrix Financial Solutions
Industry Financial Services
Experience
Matrix Financial Solutions January 2012 - Present
Matrix Financial Solutions March 2001 - December 2011
Skills
Series 24, Series 7, Risk Management, Project Management, Mutual Funds, Process Improvement, Investments, Securities, Customer Service
Education
University of Kansas 1988 — 1993
Bachelor of Science (BS), Elementary Education and Teaching
Matrix Financial Solutions January 2012 - Present
Matrix Financial Solutions March 2001 - December 2011
Skills
Series 24, Series 7, Risk Management, Project Management, Mutual Funds, Process Improvement, Investments, Securities, Customer Service
Education
University of Kansas 1988 — 1993
Bachelor of Science (BS), Elementary Education and Teaching
Benjamin Hunt's Matrix Financial Solutions Experience July 2009 - September 2009
Job Experienced Investment Associate seeking new opportunities
Industry Financial Services
Experience
US Bancorp Fund Services, LLC October 2013 - Present
US Bancorp Fund Services, LLC February 2012 - October 2013
CAROTHERS GROUP May 2010 - June 2011
Matrix Financial Solutions July 2009 - September 2009
Capital Allocation and Management October 2007 - March 2008
Janus Capital Group September 2006 - July 2007
Skills
Investments, Trading, Retirement, Client Liaison, Mutual Funds, Account Reconciliation, Management, Securities, Finance, Portfolio Management, Advent, Selling, Training, Asset Management, Financial Markets, Analysis, Financial Analysis, Banking, Financial Modeling, Equities, Credit
Education
University of Denver 1998 — 2002
B.S.B.A, Finance/Marketing
University of Denver - Daniels College of Business 1998 — 2002
Bachelor of Science, Business Administration, Finance/Marketing
US Bancorp Fund Services, LLC October 2013 - Present
US Bancorp Fund Services, LLC February 2012 - October 2013
CAROTHERS GROUP May 2010 - June 2011
Matrix Financial Solutions July 2009 - September 2009
Capital Allocation and Management October 2007 - March 2008
Janus Capital Group September 2006 - July 2007
Skills
Investments, Trading, Retirement, Client Liaison, Mutual Funds, Account Reconciliation, Management, Securities, Finance, Portfolio Management, Advent, Selling, Training, Asset Management, Financial Markets, Analysis, Financial Analysis, Banking, Financial Modeling, Equities, Credit
Education
University of Denver 1998 — 2002
B.S.B.A, Finance/Marketing
University of Denver - Daniels College of Business 1998 — 2002
Bachelor of Science, Business Administration, Finance/Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY