New Direction IRA, Inc.
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New Direction IRA, Inc. Employees
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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.)
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
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
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
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
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
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
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
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
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