New Direction IRA, Inc.

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New Direction IRA, Inc. Employees

Employee
Years
Job
Industry
Erin Kouri Erin Kouri Greater Denver Area Details
Erin Kouri's New Direction IRA, Inc. Experience March 2015 - Present
Job Client Representative, Precious Metals Asset Team
Industry Financial Services
Experience
New Direction IRA, Inc.   March 2015 - Present
Bright Horizons  February 2013 - October 2014
Bright Horizons  January 2012 - February 2013
Bright Horizons  October 2009 - December 2011
Work Options Group  2008 - 2009

Skills
Team Leadership, PowerPoint, Microsoft Office, Training, Coaching, Team Building, Call Centers, Microsoft Word, Teaching, Quality Assurance, Instructional Design, Leadership, Curriculum Design, Adult Education, Research, Customer Service, Staff Development, Process Improvement, Writing, Change Management, Management, Curriculum Development, Leadership Development, Program Management, Teamwork, E-Learning, Employee Training, Social Media, Microsoft Dynamics, Photography, Photoshop, Instructor-led Training, Learning Management, Program Development, Project Management, Distance Learning, Organizational...

Education
CSU Global   2012 — 2013
Bachelor of Science (BS), Organizational Leadership

Collin County Community College
Associate of Arts, Photography

Kyle Grill Kyle Grill Denver, Colorado Details
Kyle Grill's New Direction IRA, Inc. Experience June 2007 - April 2008
Job Management Training Program at CED Consolidated Electrical Distributors, Inc.
Industry Semiconductors
Experience
CED - Consolidated Electrical Distributors, Inc.   November 2014 - Present
Backcountry Access, Inc.   October 2012 - April 2014
Backcountry Access, Inc.   October 2008 - October 2012
New Direction IRA, Inc.   June 2007 - April 2008

Skills
Shipping, Customer Service, Distribution Center..., Sales, Merchandising, Inventory Management, Logistics, Warehousing, Process Scheduler, Account Management, Supply Chain, Purchasing, Leadership, Microsoft Office, Management

Education
University of Colorado Boulder   2003 — 2007
Bachelor of Arts (B.A.), Psychology

Eva von Freindl Eva von Freindl Greater Denver Area Details
Eva von Freindl's New Direction IRA, Inc. Experience March 2013 - December 2014
Job Asset Specialist at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company  December 2014 - Present
New Direction IRA, Inc.   March 2013 - December 2014
New Direction IRA, Inc.   February 2012 - March 2013
The Boeing Company  January 2011 - February 2012
Aero-Link Arizona   February 2008 - January 2011

Skills
Teamwork, Aerospace, Aircraft, Aviation, Aircraft Maintenance, Aeronautics, Military, Flights, Avionics, Program Management, Airlines, Transportation, Airports, Systems Engineering, Commercial Aviation, Banking, Investments, Accounting, Financial Reporting, Critical Thinking, Self-starter, Motivation, Team Leadership, Training, Analysis, Operations Management, CRM, Safety Management..., Requirements Analysis

Education
Arizona State University   2005 — 2009
Bachelor of Interdisciplinary Studies, Business and Sociology

University of Phoenix   2009 — 2011
MBA, Business Administration

Lindsey Richter Lindsey Richter Greater Denver Area Details
Lindsey Richter's New Direction IRA, Inc. Experience November 2012 - Present
Job Business Development
Industry Financial Services
Experience
New Direction IRA, Inc.   November 2012 - Present
McDonald Farms Enterprises Incorporated   January 2011 - October 2012
Pioneer Sand Company  February 2010 - October 2010

Skills
Customer Service, Customer Satisfaction, Telephone Manner, Answering Telephones, Order Fulfillment, Filing, Organization, Telephone Skills, Cashiering, Leadership, Marketing, Microsoft Office, Public Speaking, Retail Sales, Sales, Social Networking, Strategic Planning, Team Building, Team Leadership

Education
University of Northern Colorado   2003 — 2008
Bachelor of Arts (B.A.), American History (United States)

Legacy High School   2000 — 2003
High school diploma

Alissa Henry Alissa Henry Orange Beach, Alabama Details
Alissa Henry's New Direction IRA, Inc. Experience June 2014 - Present
Job Independent Business Consultant Representing New Direction IRA of the Southeast
Industry Financial Services
Experience
New Direction IRA, Inc.   June 2014 - Present
New Direction IRA, Inc.   March 2011 - June 2014
Magnolia Restaurant & Sushi Bar   September 2010 - April 2011
Applied Kinesiology Chiropractic   March 2009 - June 2010
University Physicians  September 2008 - February 2009
Columbia Southern University  September 2004 - October 2008

Skills
Marketing, Business Development, Project Management, Social Media Marketing, Research, Customer Service, Event Planning, Public Relations, Microsoft Office, Analysis, Recruiting, Training, Budgets, Management, Leadership, Marketing Strategy, Advertising, Team Leadership, Social Media, Sales, Email Marketing

Education
Columbia Southern University   2006 — 2008
MBA, Business Administration

Auburn University   1995 — 2000
Bachelors of Science, Marketing

Bayside Academy

Amy Reynolds Sheflin Amy Reynolds Sheflin Fort Collins, Colorado Details
Amy Reynolds Sheflin's New Direction IRA, Inc. Experience June 2007 - December 2011
Job PhD Student at Colorado State University
Industry Biotechnology
Experience
Colorado State University  January 2013 - Present
New Direction IRA, Inc.   June 2007 - December 2011
Entrust New Direction IRA, Inc.   October 2003 - June 2007
Turnkey Solutions  2007 - 2007
Greenleaf Wholesale   2002 - 2007
AFE.net   1999 - 2001
Boulder Marketing Agency   1999 - 1999
Sachs Group  1997 - 1998
ATC Associates, Inc.   1997 - 1997

Skills
Marketing, Social Media Marketing, Customer Service, Public Speaking, Social Media, Microbial Ecology, Sequence Analysis, Metabolomics, Metagenomics, Python, HTML, CSS, Scientific Illustration, New Business Development, Event Planning, Marketing Communications, Creative Direction, SEO, Research

Education
Northwestern University   1993 — 1997
Bachelor or Arts, Biological Sciences and Environmental Sciences

Suzy Davis Suzy Davis Denver, Colorado Details
Suzy Davis's New Direction IRA, Inc. Experience January 2012 - Present
Job Accounting Specialist at New Direction IRA, Inc.
Industry Financial Services
Experience
New Direction IRA, Inc.   January 2012 - Present
Oro Studio's   September 2008 - February 2010
Surreal Surfaces/ Luke Edwards   April 2007 - February 2008
Fonda's Floor & interiors   March 2005 - April 2007

Skills
FAS 157, G/L Reconciliations, Account Reconciliation, Analysis, Leadership

Education
University of Montevallo   1997 — 2001
Bachelor of Science (BS), Interior Design Merchandising

Auburn University at Montgomery   1996 — 1997

Clay Malcolm Clay Malcolm Greater Denver Area Details
Clay Malcolm's New Direction IRA, Inc. Experience January 2015 - Present
Job Chief Business Development Officer at New Direction IRA, Inc.
Industry Financial Services
Experience
New Direction IRA, Inc.   January 2015 - Present
New Direction IRA, Inc.   August 2012 - Present

Skills
IRAs, Alternative Investments, New Business Development, Real Estate, Private Equity, Leadership, Marketing, Marketing Strategy, Customer Service, Financial Analysis, Investment Strategies, Business Development, Strategic Planning, Management, Negotiation, Real Estate Transactions, Finance, Investment Properties, Small Business, Strategy, Sales, Investments

Education
Northwestern University

Daniel Richmond Daniel Richmond Greater Denver Area Details
Daniel Richmond's New Direction IRA, Inc. Experience June 2015 - Present
Job Client Representative at New Direction IRA, Inc.
Industry Financial Services
Experience
New Direction IRA, Inc.   June 2015 - Present
New Direction IRA, Inc.   March 2014 - Present
Builders Fuel LLC   December 2012 - Present
Lender Processing Services, Inc. (LPS)   November 2011 - September 2012
Lender Processing Services, Inc. (LPS)   August 2008 - October 2011
Rosetta Stone  February 2008 - August 2008
MarketSource  September 2007 - August 2008
Dell Inc/Spherion   August 2006 - January 2008
Denver Health  August 2005 - August 2006
GNC  April 2001 - March 2005

Skills
Sales, Retail Sales, Marketing, Leadership, Development Of Employees, Microsoft Office, Team Leadership, Team Building, Social Media, Business Development, Management, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Data Analysis, Project Management, Marketing Strategy, Process Improvement, Supplier Sourcing, Supplier Performance, Training, Collaborative Problem..., Compliance, Supplier Negotiation, Asset Managment, Quality Assurance, Records Management, Onboarding, Policy Writing, Performance Management, Supplier Development, Retail, Operations Management, Coaching, Selling, Business Strategy, Asset Management

Education
Colorado State University   2010 — 2012
Bachelor of Applied Science (BASc), Business Administration, Management and Operations, 3.97

Front Range Community College
AA Business, Business

Lisa E McKim Lisa E McKim Greater Denver Area Details
Lisa E McKim's New Direction IRA, Inc. Experience August 2015 - Present
Job Client Representative at New Direction IRA, Inc.
Industry Financial Services
Experience
New Direction IRA, Inc.   August 2015 - Present
Cherry Creek Properties, LLC  August 2013 - Present
Whole Health Products, LLC   May 2014 - July 2015
Main Street Realtors  February 2007 - January 2015
The Dolphin Group  May 2005 - January 2011

Skills
Investment Properties, Residential Homes, Commercial Real Estate, Negotiation, Public Relations, First Time Home Buyers, Sellers, Public Speaking, Real Estate Transactions, Real Estate, Investors, Buyers, Marketing, Advertising, Buyer Representation, Real Estate Financing, Short Sales, Property, Foreclosures, Single Family Homes, Condos, Real Estate Investor, REO, New Home Sales, Relocation

Education
Armbrust Real Estate Institute   2012 — 2013
Real Estate

Glendale Community College   2000 — 2002
Fine Art & Design

Platt College   1987 — 1987
Certificate, Production Art

Woodrow Wilson High School   1980 — 1983
Graduate, Art/Art Studies, General

Eric Golub Eric Golub San Francisco Bay Area Details
Eric Golub's New Direction IRA, Inc. Experience April 2012 - September 2012
Job SelfDirected IRA expert with passions for public speaking, training and marketing
Industry Financial Services
Experience
IRA Services Trust Company  March 2014 - Present
Eric Golub Music   December 1992 - Present
3 Crosses (Neighborhood) Church of Castro Valley, CA   January 2013 - April 2015
Leaders in Retirement Investment Marketing San Francisco Bay Area   2013 - March 2014
Eric Golub, CISP   October 2012 - March 2014
New Direction IRA, Inc.   April 2012 - September 2012
The Entrust Group  December 2007 - February 2012
TriNet HR Corporation  October 2005 - May 2007
Charles Schwab  1999 - 2001
Franklin Templeton Investments  1997 - 1999

Skills
Investments, IRAs, Finance, Alternative Investments, Training, Mutual Funds, Retirement, Wealth Management, Asset Allocation, Public Speaking, Customer Service, Retirement Planning, Strategic Planning, Portfolio Optimization, Webinar Development, Real Estate, Loans, New Business Development, Leadership, PowerPoint, Portfolio Management, Violin, Mortgage Lending, Pensions, Asset Management, Financial Services, Global Asset Allocation, Writing, PowerPoint 2010, Product Management, Ukulele, Business Planning, Investment Strategies, Insurance, Due Diligence, Small Business, Series 7, Securities, Financial Modeling, Risk Management, Fixed Annuities, Financial Analysis, Investment Properties, Equities, Cash Management, Financial Advisory, Entrepreneurship, Strategic Financial..., Credit, Employee Training

Education
University of Hawaii at Manoa   1988 — 1990
MA, Japanese, Ethnomusicology

University of Hawaii at Manoa   1984 — 1987
BA, Asian Studies (Japanese concentration)

Catherine Wynne Catherine Wynne Greater Denver Area Details
Catherine Wynne's New Direction IRA, Inc. Experience January 2012 - Present
Job President at New Direction IRA, Inc.
Industry Financial Services
Experience
New Direction IRA, Inc.   January 2012 - Present
Entrust New Direction IRA, Inc.   August 2003 - January 2012
Eclipse Prop Mgmt   April 1990 - August 2003
Pacific Gas and Electric Company  April 1984 - April 1990
Westinghouse Electric Company  April 1981 - August 1984
Turner Construction  April 1979 - April 1980
Columbia Gas Transmission Co   April 1976 - April 1979

Skills
Investments, Retirement Planning, Retirement, IRAs, Alternative Investments

Education
University of Pittsburgh   1972 — 1976
BS, Engineering

University of Pittsburgh   1972 — 1976
Bachelor of Science (BSc), Structural/Mechanical Engineering

Chad D'Auray Chad D'Auray Greater Denver Area Details
Chad D'Auray's New Direction IRA, Inc. Experience February 2012 - Present
Job Network Administrator at New Direction IRA, Inc.
Industry Information Technology and Services
Experience
New Direction IRA, Inc.   February 2012 - Present
Independent Contractor  December 2010 - February 2012
Luminous Electronics Recycling   October 2007 - October 2010
CompUSA Retail Store   June 2004 - May 2007

Education
University of Colorado at Denver   1996 — 1998
Bachelor of Science in Business Administration, Management

Lucas Antoine Lucas Antoine Boulder, Colorado Details
Lucas Antoine's New Direction IRA, Inc. Experience October 2013 - Present
Job Human Resources Manager at New Direction IRA, Inc.
Industry Financial Services
Experience
New Direction IRA, Inc.   October 2013 - Present
New Direction IRA, Inc.   March 2012 - October 2013
New Direction IRA, Inc.   March 2011 - April 2012
BALTIMORE CITY PUBLIC SCHOOL  June 2009 - June 2010
Johns Hopkins University  September 2008 - May 2009
Tulane University  August 2003 - May 2006

Skills
Spanish, Training, Public Speaking, Translation, Teaching, French, Research, Management, Proofreading, International Relations, Customer Service, Microsoft Office, Writing, Team Management, Editing, Leadership, PowerPoint

Education
The Johns Hopkins University   2006 — 2009
French, Romance Langauges

Tulane University   2003 — 2006
MA, French

Dickinson College   1999 — 2003
BA, French, Spanish

Dickinson Global Education Program   2001 — 2002

Thompson Valley HS   1995 — 1999
High School Diploma

Marsha McCollum Marsha McCollum Arvada, Colorado Details
Marsha McCollum's New Direction IRA, Inc. Experience March 2013 - Present
Job Client Representative at New Direction IRA, Inc.
Industry Financial Services
Experience
New Direction IRA, Inc.   March 2013 - Present
Senior Helpers  May 2008 - October 2010

Skills
Microsoft Office, Leadership, PowerPoint, Customer Service

Education
Kansas State University
Bachelor of Science (B.S.)

Dave Mauer Dave Mauer Greater Denver Area Details
Dave Mauer's New Direction IRA, Inc. Experience May 2011 - June 2015
Job Experienced Financial Professional
Industry Financial Services
Experience
New Direction IRA, Inc.   May 2011 - June 2015

Skills
Investments, Customer Service, Team Leadership, Microsoft Office, Microsoft Excel, Equities, Alternative Investments, Business Process..., Financial Reporting, Financial Analysis, Analysis, Team Building, Financial Services

Education
The University of Kansas   2007 — 2009
Economics, Business

Miami University   2005 — 2007
Economics

American Brewers Guild
Brewing Science and Engineering

Parkway Central

John Sheflin John Sheflin Greater Denver Area Details
John Sheflin's New Direction IRA, Inc. Experience 2007 - Present
Job IT/PR at New Direction IRA, Inc.
Industry Internet
Experience
New Direction IRA, Inc.   2007 - Present
NTT America  2003 - July 2011
NTT Verio  1999 - 2007
Verio / NTT   2001 - 2004

Education
University of Minnesota-Twin Cities   1992 — 1996

Mark Furmanek Mark Furmanek Greater Denver Area Details
Mark Furmanek's New Direction IRA, Inc. Experience August 2010 - Present
Job Chief Operating Officer
Industry Financial Services
Experience
New Direction IRA, Inc.   August 2010 - Present
Scottrade  April 1999 - July 2010
DEVO Capital Management   1994 - April 1999

Skills
Series 7, Series 24, Series 6, Series 63, Series 4, Series 3, Investments, Banking, Derivatives, Financial Analysis, Equity Derivatives, Hedging

Education
Eastern Illinois University   1988 — 1992
BA, Economics

Laura Briels Laura Briels Greater Denver Area Details
Laura Briels's New Direction IRA, Inc. Experience April 2014 - Present
Job New Direction IRA, Precious Metals Asset Team
Industry Financial Services
Experience
New Direction IRA, Inc.   April 2014 - Present
Geological Society of America  November 2010 - December 2013
Denver Metro Building Owners and Managers Association (BOMA)   January 2009 - May 2010
Bank of New York Mellon  May 2008 - October 2008
Colorado Chiropractic Association   May 2000 - February 2008
Janus Capital Group  October 1999 - January 2000

Skills
Event Planning, Fundraising, Non-profits, Social Networking, Marketing, Customer Service, Event Management, Volunteer Management, Nonprofits, Research, Program Management, Trade Shows, Editing, Email Marketing, Leadership

Education
University of Colorado Denver   1994 — 1997
Bachelor of Arts, Communications

Art Institute of Colorado   1992 — 1994
Associates of Applied Science, Music and Video Business

Matthew Cortina Matthew Cortina Boulder, Colorado Details
Matthew Cortina's New Direction IRA, Inc. Experience December 2012 - May 2014
Job Senior Editor at Boulder Weekly
Industry Writing and Editing
Experience
Boulder Weekly  June 2014 - Present
New Direction IRA, Inc.   December 2012 - May 2014
Boulder Lifestyle Magazine   November 2012 - January 2014
Madwire Marketing  October 2012 - March 2013
NJN Publishing  January 2012 - October 2012
The Christian Post  September 2011 - January 2012
CBS Interactive  January 2011 - January 2012
New Horizon Press  May 2011 - September 2011
Bleacher Report  May 2010 - August 2010
New Jersey Life Magazine  September 2009 - December 2009

Skills
Blogging, Ap Style, Copy Editing, Editing, Press Releases, Social Media, Journalism, Facebook, News Writing, Copywriting, Online Journalism, Feature Articles, Digital Media, Editorial, Public Relations, Proofreading, Newspaper, SEO, Storytelling, Publicity, Video, Publishing, Magazines, Publications

Education
Rutgers University-New Brunswick   2007 — 2010
B.A., Journalism and Media Studies, English

Hunterdon Central Regional High School   2001 — 2005
High School Diploma

Aimee Carlson Aimee Carlson Greater Denver Area Details
Aimee Carlson's New Direction IRA, Inc. Experience April 2012 - September 2013
Job Marketing Director at Precision Plumbing & Heating
Industry Financial Services
Experience
Precision Plumbing & Heating   December 2013 - Present
New Direction IRA, Inc.   April 2012 - September 2013
Rocky Mountain Urgent Care   January 2009 - September 2010
Golden Casino Group  April 2006 - September 2008

Skills
Graphic Design, Marketing

Education
Colorado State University   1999 — 2001
BA, Public Relations

Jennifer Marlow Jennifer Marlow Oklahoma City, Oklahoma Area Details
Jennifer Marlow's New Direction IRA, Inc. Experience May 2012 - October 2012
Job Event Planner
Industry Events Services
Experience
Marlow Events   2011 - Present
New Direction IRA, Inc.   May 2012 - October 2012
TransFirst  September 2006 - November 2010
Covenant Community Daycare   January 2005 - January 2006
Carey's Hallmark   January 2004 - January 2004

Skills
Organization, Event Planning, Customer Service, Typing, Phone Skills, Oral & Written..., Development Of..., Social Media, Microsoft Office, Internet, Administrative..., Clerical, Email, PowerPoint, Time Management

Education
Oklahoma State University   2003 — 2003
Business

Stillwater High School   2000 — 2003
High School Diploma

Cheryl Huffman Cheryl Huffman Denver, Colorado Details
Cheryl Huffman's New Direction IRA, Inc. Experience January 2012 - May 2013
Job Steel Detailer
Industry Construction
Experience
D&E Steel Service, Inc.   June 2014 - Present
Celtic Engineering, Inc.   May 2013 - June 2014
New Direction IRA, Inc.   January 2012 - May 2013
Boulder Steel, Inc   June 2007 - May 2009
McGill Engineering, Inc   November 2002 - June 2007
Chappells Restaurant   October 1999 - May 2002

Skills
Metal Fabrication

Education
Metropolitan State University of Denver   2010 — 2011
Bachelors of Arts, Organizational Communication; Minor in Management

Southwest High School

Park College
Communications Arts

Vatterot College
Associates of Occupational Studies

Jessica Adamson Jessica Adamson Greater Denver Area Details
Jessica Adamson's New Direction IRA, Inc. Experience June 2013 - Present
Job Administrative Assistant, Business Development at New Direction IRA, Inc.
Industry Writing and Editing
Experience
New Direction IRA, Inc.   June 2013 - Present
The Arbiter, Boise State University   January 2013 - May 2013
Assistant to Professor Marty Most, Boise State University   January 2013 - May 2013
Olive Garden Italian Restaurant  April 2011 - March 2013
Marie Callender's Restaurant and Bakery  June 2007 - July 2011

Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, WordPress, Associated Press style, News Writing, Feature Articles, Film Studies, Storytelling, Food

Education
Boise State University   2009 — 2013
Bachelor of Arts (B.A.), Mass Communications/ Journalism