PENSCO Trust Company
Description
Founded: 1989 Parent organization: Opus Bank
PENSCO Trust Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PENSCO Trust Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
PENSCO Trust Company Salaries. You can even request information on how much does PENSCO Trust Company pay if you want to. Learn about salaries, pros and cons of working for PENSCO Trust Company directly from the past employees.
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PENSCO Trust Company Employees
Employee
Years
Job
Industry
Melissa Levy Melissa Levy's PENSCO Trust Company Experience February 2013 - August 2014
Job Clinic Intake Specialist at Veterans Evaluation Services
Industry Financial Services
Experience
Veterans Evaluation Services June 2015 - Present
Backflip Studios October 2014 - April 2015
PENSCO Trust Company February 2013 - August 2014
Northern Hills Church April 2012 - December 2012
Famous Footwear June 2008 - August 2010
Skills
Communication, Customer Service, Data Entry, Phone Etiquette, Work Well Independently, Public Speaking, Microsoft Office, Enjoy New Challenges, Organization, Interpersonal Skill, Email Etiquette, Cross-functional Team..., ACATS, Forward Planning, Organizational..., Sensitive Issues, Writing, Retail, CRM, Filing, Finance, Retail Sales, Outlook, Teamwork, Time Management, Management, Telephone Skills
Education
University of Denver
Master’s Degree, Counseling Psychology for Mental Health, First Year
University of Colorado Denver 2015 — 2015
Master's Degree, Mental Health Counseling/Counselor, First Year
Colorado Christian University 2007 — 2011
Bachelor of Arts, Music
Veterans Evaluation Services June 2015 - Present
Backflip Studios October 2014 - April 2015
PENSCO Trust Company February 2013 - August 2014
Northern Hills Church April 2012 - December 2012
Famous Footwear June 2008 - August 2010
Skills
Communication, Customer Service, Data Entry, Phone Etiquette, Work Well Independently, Public Speaking, Microsoft Office, Enjoy New Challenges, Organization, Interpersonal Skill, Email Etiquette, Cross-functional Team..., ACATS, Forward Planning, Organizational..., Sensitive Issues, Writing, Retail, CRM, Filing, Finance, Retail Sales, Outlook, Teamwork, Time Management, Management, Telephone Skills
Education
University of Denver
Master’s Degree, Counseling Psychology for Mental Health, First Year
University of Colorado Denver 2015 — 2015
Master's Degree, Mental Health Counseling/Counselor, First Year
Colorado Christian University 2007 — 2011
Bachelor of Arts, Music
Robert Cherryhomes Robert Cherryhomes's PENSCO Trust Company Experience March 2012 - September 2014
Job Business Analyst at Accenture Mortgage Cadence
Industry Computer Software
Experience
Accenture Mortgage Cadence February 2015 - Present
PENSCO Trust Company March 2012 - September 2014
Lincoln Trust Company February 2011 - March 2012
3t Systems March 2006 - February 2011
1MAGE Software Inc. December 2001 - February 2006
Qwest Communications June 2000 - September 2001
Intervoice 1998 - 2000
Integrated Telephony Products 1996 - 1998
Skills
Software Documentation, Business Process, SharePoint, Document Management, Technical Documentation, Testing, SDLC, Integration, Business Analysis, Unix, Visio, Enterprise Content..., Agile Methodologies, Databases, ERP, Business Intelligence, Quality Assurance, Linux, SQL, Requirements Analysis, Process Improvement
Education
Colorado State University 1978 — 1982
BA, English
Accenture Mortgage Cadence February 2015 - Present
PENSCO Trust Company March 2012 - September 2014
Lincoln Trust Company February 2011 - March 2012
3t Systems March 2006 - February 2011
1MAGE Software Inc. December 2001 - February 2006
Qwest Communications June 2000 - September 2001
Intervoice 1998 - 2000
Integrated Telephony Products 1996 - 1998
Skills
Software Documentation, Business Process, SharePoint, Document Management, Technical Documentation, Testing, SDLC, Integration, Business Analysis, Unix, Visio, Enterprise Content..., Agile Methodologies, Databases, ERP, Business Intelligence, Quality Assurance, Linux, SQL, Requirements Analysis, Process Improvement
Education
Colorado State University 1978 — 1982
BA, English
John Vialpando John Vialpando's PENSCO Trust Company Experience October 2013 - September 2014
Job IT Project Manager – Scrum Master at Nelnet Diversified Solutions
Industry Financial Services
Experience
Nelnet Diversified Solutions September 2014 - Present
PENSCO Trust Company October 2013 - September 2014
PENSCO Trust Company July 2010 - October 2013
Lincoln Trust Company January 2009 - July 2010
Lincoln Trust Company January 2007 - July 2010
Fiserv 2007 - 2008
Fiserv Iss June 2006 - November 2007
Fiserv Iss November 2005 - January 2007
Fiserv Investment Support Services January 2006 - June 2006
Skills
SQL, Finance, Mutual Funds, Securities, Banking, Visio, Insurance, Process Improvement, Software Documentation, Business Analysis, Project Management, Requirements Gathering, Testing, Agile Methodologies, Scrum, Management, Sprint Planning, Leadership
Education
University of Hawaii at Hilo 2003 — 2004
BS, Finance, General
Metropolitan State College of Denver 1999 — 2004
B.S., Finance
Pomona Highschool 1995 — 1999
General Studies, General Studies
Nelnet Diversified Solutions September 2014 - Present
PENSCO Trust Company October 2013 - September 2014
PENSCO Trust Company July 2010 - October 2013
Lincoln Trust Company January 2009 - July 2010
Lincoln Trust Company January 2007 - July 2010
Fiserv 2007 - 2008
Fiserv Iss June 2006 - November 2007
Fiserv Iss November 2005 - January 2007
Fiserv Investment Support Services January 2006 - June 2006
Skills
SQL, Finance, Mutual Funds, Securities, Banking, Visio, Insurance, Process Improvement, Software Documentation, Business Analysis, Project Management, Requirements Gathering, Testing, Agile Methodologies, Scrum, Management, Sprint Planning, Leadership
Education
University of Hawaii at Hilo 2003 — 2004
BS, Finance, General
Metropolitan State College of Denver 1999 — 2004
B.S., Finance
Pomona Highschool 1995 — 1999
General Studies, General Studies
Ignacio de Souza Ignacio de Souza's PENSCO Trust Company Experience 1997 - Present
Job Sr Investment Representative at IRA Services Trust Company
Industry Financial Services
Experience
IRA Services Trust Company November 2012 - Present
PENSCO Trust Company 1997 - Present
San Francisco Superior Court 1996 - 1997
Skills
Forecasting, Mergers, Budgets, Outlook, Project Management, Team Building, Business Strategy, Marketing, Market Research, Negotiation, Investments, Derivatives, Securities, Wealth Management, General Administrative..., Real Estate Regulations..., Financial Regulations &..., Investment Regulations..., Hedge Fund Management, Alternative Investments, Mutual Fund & Brokerage..., IRA Wealth Management, Transactional Review, Research & Analysis, Due Diligence, Document Management, Customer Service, Process Improvement, Third Party..., Excellent Computer..., Microsoft Office, Accounting, Hedge Funds, Mergers & Acquisitions, Analysis, IRAs, Asset Management, Real Estate, Finance, Investment Properties, Portfolio Management, Banking, Financial Analysis, Real Estate Transactions, Account Reconciliation, REO
Education
San Francisco State University 1992 — 1997
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Lincoln University (CA) 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
IRA Services Trust Company November 2012 - Present
PENSCO Trust Company 1997 - Present
San Francisco Superior Court 1996 - 1997
Skills
Forecasting, Mergers, Budgets, Outlook, Project Management, Team Building, Business Strategy, Marketing, Market Research, Negotiation, Investments, Derivatives, Securities, Wealth Management, General Administrative..., Real Estate Regulations..., Financial Regulations &..., Investment Regulations..., Hedge Fund Management, Alternative Investments, Mutual Fund & Brokerage..., IRA Wealth Management, Transactional Review, Research & Analysis, Due Diligence, Document Management, Customer Service, Process Improvement, Third Party..., Excellent Computer..., Microsoft Office, Accounting, Hedge Funds, Mergers & Acquisitions, Analysis, IRAs, Asset Management, Real Estate, Finance, Investment Properties, Portfolio Management, Banking, Financial Analysis, Real Estate Transactions, Account Reconciliation, REO
Education
San Francisco State University 1992 — 1997
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Lincoln University (CA) 1989 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Victoria Mentzer Victoria Mentzer's PENSCO Trust Company Experience October 2011 - Present
Job Training Specialist I
Industry Financial Services
Experience
PENSCO Trust Company October 2011 - Present
Jefferson County Public Schools February 2011 - May 2011
Skills
Train New Employees, Development & delivery..., Creation Of Training..., Train the Trainer..., Training Needs..., Microsoft Excel, PowerPoint, Training Activities, Visio, Customer Service, Data Analysis, Soft Skills, Communication, Research, Teaching, Organization, Time Management, Motivation, Self-driven, Public Speaking, Microsoft Word, Prioritize Workload, Verbal De-escalation, Microsoft Office, Windows, Outlook, English, Negotiation, Training
Education
Metropolitan State University of Denver 2006 — 2010
Bachelor of Science (BS), Environmental Science
University of Northern Colorado 2004 — 2006
undergrad credits, Fine/Studio Arts, General
PENSCO Trust Company October 2011 - Present
Jefferson County Public Schools February 2011 - May 2011
Skills
Train New Employees, Development & delivery..., Creation Of Training..., Train the Trainer..., Training Needs..., Microsoft Excel, PowerPoint, Training Activities, Visio, Customer Service, Data Analysis, Soft Skills, Communication, Research, Teaching, Organization, Time Management, Motivation, Self-driven, Public Speaking, Microsoft Word, Prioritize Workload, Verbal De-escalation, Microsoft Office, Windows, Outlook, English, Negotiation, Training
Education
Metropolitan State University of Denver 2006 — 2010
Bachelor of Science (BS), Environmental Science
University of Northern Colorado 2004 — 2006
undergrad credits, Fine/Studio Arts, General
Doug Leister Doug Leister's PENSCO Trust Company Experience May 2015 - Present
Job Operations Manager at PENSCO Trust Company
Industry Retail
Experience
PENSCO Trust Company May 2015 - Present
Tonzof January 2009 - April 2015
Tool King December 2006 - December 2008
Arbor Landscapers August 2004 - August 2006
Skills
E-commerce, Management, Leadership, Inventory Management, Strategic Planning, Team Building, Operations Management, Business Development, Strategy, Project Management, Retail, Marketing, Forecasting, Process Improvement, Sales, Customer Service, Marketing Strategy, Leadership Development, Account Management, Pricing Analysis, CRM, Competitive Analysis, Program Management, Call Centers, Product Management, SaaS, Customer Satisfaction, Vendor Relationship..., Organizational..., Change Management
Education
Salisbury University - Perdue School of Business 2004 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science (B.S.), Marketing/Marketing Management, General
PENSCO Trust Company May 2015 - Present
Tonzof January 2009 - April 2015
Tool King December 2006 - December 2008
Arbor Landscapers August 2004 - August 2006
Skills
E-commerce, Management, Leadership, Inventory Management, Strategic Planning, Team Building, Operations Management, Business Development, Strategy, Project Management, Retail, Marketing, Forecasting, Process Improvement, Sales, Customer Service, Marketing Strategy, Leadership Development, Account Management, Pricing Analysis, CRM, Competitive Analysis, Program Management, Call Centers, Product Management, SaaS, Customer Satisfaction, Vendor Relationship..., Organizational..., Change Management
Education
Salisbury University - Perdue School of Business 2004 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Eva von Freindl Eva von Freindl's PENSCO Trust Company Experience December 2014 - Present
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
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
Ny-Ann Nolasco Ny-Ann Nolasco's PENSCO Trust Company Experience 2004 - 2009
Job Strategize, execute, measure.
Industry Program Development
Experience
McKesson Corporation 2010 - Present
The International Institute of Sustainable Transportation January 2014 - May 2014
Modern Times Bookstore January 2014 - May 2014
Olazul August 2013 - December 2013
PENSCO Trust Company 2004 - 2009
Skills
Process Improvement, Quality Assurance, Software Documentation, Training, Business Analysis, Databases, Testing, SQL, XML, Troubleshooting, Access, Java, Project Management, SharePoint, GWT, Bugzilla, Perforce, Toad 9.0, Microsoft Excel, Visio, Microsoft SQL Server, Integration, Analysis, HTML, Requirements Analysis, SDLC, Security, Oracle, Systems Analysis, Sustainability, Climate Change, Coral Reefs, Marine Conservation
Education
Presidio Graduate School 2013 — 2015
Dual Degree - MBA / MPA, Sustainable Management
University of San Francisco 2003 — 2005
Bachelor's Degree, Psychology
De La Salle University 2000 — 2003
Bachelor, Psychology
McKesson Corporation 2010 - Present
The International Institute of Sustainable Transportation January 2014 - May 2014
Modern Times Bookstore January 2014 - May 2014
Olazul August 2013 - December 2013
PENSCO Trust Company 2004 - 2009
Skills
Process Improvement, Quality Assurance, Software Documentation, Training, Business Analysis, Databases, Testing, SQL, XML, Troubleshooting, Access, Java, Project Management, SharePoint, GWT, Bugzilla, Perforce, Toad 9.0, Microsoft Excel, Visio, Microsoft SQL Server, Integration, Analysis, HTML, Requirements Analysis, SDLC, Security, Oracle, Systems Analysis, Sustainability, Climate Change, Coral Reefs, Marine Conservation
Education
Presidio Graduate School 2013 — 2015
Dual Degree - MBA / MPA, Sustainable Management
University of San Francisco 2003 — 2005
Bachelor's Degree, Psychology
De La Salle University 2000 — 2003
Bachelor, Psychology
Jasmine Douglas's PENSCO Trust Company Experience June 2013 - July 2014
Job Client Services Representative
Industry Financial Services
Experience
PENSCO Trust Company June 2013 - July 2014
24-7 Intouch July 2012 - June 2013
2-10 Home Buyers Warranty August 2010 - July 2011
Convergys October 2009 - August 2010
Skills
Call Centers, Customer Experience, Customer Satisfaction, Technical Support, Customer Service, Troubleshooting, Customer Support, Data Entry, Windows 7
Education
Pickens Technical College 2008 — 2009
Medical Support Specialist, Medical Office Management/Administration
Community College of Aurora 2006 — 2008
Associate's degree, General Studies
PENSCO Trust Company June 2013 - July 2014
24-7 Intouch July 2012 - June 2013
2-10 Home Buyers Warranty August 2010 - July 2011
Convergys October 2009 - August 2010
Skills
Call Centers, Customer Experience, Customer Satisfaction, Technical Support, Customer Service, Troubleshooting, Customer Support, Data Entry, Windows 7
Education
Pickens Technical College 2008 — 2009
Medical Support Specialist, Medical Office Management/Administration
Community College of Aurora 2006 — 2008
Associate's degree, General Studies
Jacqueline McClure Jacqueline McClure's PENSCO Trust Company Experience July 2008 - December 2009
Job Special Events at Easter Seals of Southeastern PA
Industry Nonprofit Organization Management
Experience
Easter Seals of Southeastern PA October 2014 - Present
American Diabetes Association March 2014 - June 2014
Best Buddies International March 2013 - January 2014
TE Connectivity August 2012 - December 2012
CubeSmart November 2011 - March 2012
GVF August 2010 - March 2011
lululemon athletica February 2010 - July 2010
PENSCO Trust Company July 2008 - December 2009
lululemon athletica September 2008 - July 2009
Agence France Presse April 2008 - August 2008
Skills
Social Media, Event Planning, Public Relations, Fundraising, Microsoft Office, Event Management, Marketing Communications, Public Speaking, Social Media Marketing, Copywriting, Online Advertising, Social Networking, Email Marketing, Leadership
Education
American University 2006 — 2007
M.A. in Communication, Print Journalism and Public Affairs
Fairleigh Dickinson University-Florham Campus 2001 — 2005
B.A. in Communication Studies, Communications, Journalism, PR, and Political Science
Easter Seals of Southeastern PA October 2014 - Present
American Diabetes Association March 2014 - June 2014
Best Buddies International March 2013 - January 2014
TE Connectivity August 2012 - December 2012
CubeSmart November 2011 - March 2012
GVF August 2010 - March 2011
lululemon athletica February 2010 - July 2010
PENSCO Trust Company July 2008 - December 2009
lululemon athletica September 2008 - July 2009
Agence France Presse April 2008 - August 2008
Skills
Social Media, Event Planning, Public Relations, Fundraising, Microsoft Office, Event Management, Marketing Communications, Public Speaking, Social Media Marketing, Copywriting, Online Advertising, Social Networking, Email Marketing, Leadership
Education
American University 2006 — 2007
M.A. in Communication, Print Journalism and Public Affairs
Fairleigh Dickinson University-Florham Campus 2001 — 2005
B.A. in Communication Studies, Communications, Journalism, PR, and Political Science
Dominic Jaranilla's PENSCO Trust Company Experience August 2014 - Present
Job Staff Accountant at PENSCO Trust Company
Industry Accounting
Experience
MGO (Macias Gini & O'Connell LLP) September 2015 - Present
PENSCO Trust Company August 2014 - Present
Wasserman Media Group May 2013 - August 2014
Skills
Accounting, Financial Statements, Accruals, Journal Entries, Financial Accounting, General Ledger, Microsoft Excel, Bank Reconciliation, Account Reconciliation, Internal Controls, Cash Flow, Fixed Assets, Bookkeeping, Accounts Payable
Education
Loyola Marymount University 2009 — 2013
Bachelor of Science (BS), Accounting, Alum
MGO (Macias Gini & O'Connell LLP) September 2015 - Present
PENSCO Trust Company August 2014 - Present
Wasserman Media Group May 2013 - August 2014
Skills
Accounting, Financial Statements, Accruals, Journal Entries, Financial Accounting, General Ledger, Microsoft Excel, Bank Reconciliation, Account Reconciliation, Internal Controls, Cash Flow, Fixed Assets, Bookkeeping, Accounts Payable
Education
Loyola Marymount University 2009 — 2013
Bachelor of Science (BS), Accounting, Alum
Sean Gurson's PENSCO Trust Company Experience 2012 - 2012
Job Registered Client Associate at Wells Fargo Advisors, Boys Georgiadis Financial Strategies Group
Industry Financial Services
Experience
Wells Fargo Advisors 2015 - Present
Penserra Securities LLC 2014 - 2014
Goldstein Munger + Associates 2013 - 2013
PENSCO Trust Company 2012 - 2012
The Transfinity Group 2011 - 2012
Skills
Microsoft Excel, Securities, Finance, Value Investing, Alternative Investments, SQL, Equities, JavaScript, Investments, Equity Research
Education
University of California, Davis 2004 — 2008
B.S., Finance / Business
University of Córdoba - Córdoba, Spain
Education Abroad Program - Fall Quarter 2006
Monte Vista High School 2000 — 2004
4.33 / 4.00 GPA
Wells Fargo Advisors 2015 - Present
Penserra Securities LLC 2014 - 2014
Goldstein Munger + Associates 2013 - 2013
PENSCO Trust Company 2012 - 2012
The Transfinity Group 2011 - 2012
Skills
Microsoft Excel, Securities, Finance, Value Investing, Alternative Investments, SQL, Equities, JavaScript, Investments, Equity Research
Education
University of California, Davis 2004 — 2008
B.S., Finance / Business
University of Córdoba - Córdoba, Spain
Education Abroad Program - Fall Quarter 2006
Monte Vista High School 2000 — 2004
4.33 / 4.00 GPA
Jordan Surzyn Jordan Surzyn's PENSCO Trust Company Experience April 2014 - October 2014
Job Jr. Business Analyst at SolarCity
Industry Financial Services
Experience
SolarCity October 2014 - Present
PENSCO Trust Company April 2014 - October 2014
Planet Granite Belmont June 2013 - August 2014
Tufts University May 2012 - August 2012
Sunrun December 2011 - January 2012
Sunrun May 2011 - August 2011
VisitNewEngland.com January 2011 - May 2011
Tufts University September 2010 - May 2011
AppleOne June 2010 - September 2010
Synergy Power Manufacturing June 2008 - July 2008
Skills
SQLite, Microsoft SQL Server, Organized with Strong..., Research, Microsoft Word, PowerPoint, Marketing, Microsoft Excel, Inbound Marketing, Marketing Experience..., Organizational..., Financial Experience..., Microsoft Power Point, Highly detail oriented, Oral & Written..., Document Review, Legal Contract Review, Accurate Data Entry, Active Team Player
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Philosophy, Entrepreneurial Leadership, Economics
Sacred Heart Preparatory 2005 — 2009
SolarCity October 2014 - Present
PENSCO Trust Company April 2014 - October 2014
Planet Granite Belmont June 2013 - August 2014
Tufts University May 2012 - August 2012
Sunrun December 2011 - January 2012
Sunrun May 2011 - August 2011
VisitNewEngland.com January 2011 - May 2011
Tufts University September 2010 - May 2011
AppleOne June 2010 - September 2010
Synergy Power Manufacturing June 2008 - July 2008
Skills
SQLite, Microsoft SQL Server, Organized with Strong..., Research, Microsoft Word, PowerPoint, Marketing, Microsoft Excel, Inbound Marketing, Marketing Experience..., Organizational..., Financial Experience..., Microsoft Power Point, Highly detail oriented, Oral & Written..., Document Review, Legal Contract Review, Accurate Data Entry, Active Team Player
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Philosophy, Entrepreneurial Leadership, Economics
Sacred Heart Preparatory 2005 — 2009
Scott K. Rosebrook Scott K. Rosebrook's PENSCO Trust Company Experience 2007 - 2008
Job Vice President, Corporate Finance & Investor Relations at Renewble Energy Trust
Industry Renewables & Environment
Experience
Renewable Energy Trust Capital, Inc. October 2013 - Present
BrightSource Energy, Inc. 2008 - 2013
PENSCO Trust Company 2007 - 2008
Silicon Valley Bank 2005 - 2007
TD Securities (USA) 2001 - 2005
IBM January 2001 - December 2001
Bank of America 1989 - 2000
CIBC World Markets 1986 - 1989
Skills
Corporate Finance, Capital Markets, Risk Management, Corporate Development, Strategy, Venture Capital, Investment Banking, Derivatives, Treasury Management, Finance, Securities, Leadership, capital raising,..., Credit, Mergers & Acquisitions, Investment Management, Investments, Due Diligence
Education
Presidio Graduate School
Sustainable Management
University of San Francisco
MBA, International Management
London Business School
Investment Management
Siena College
BS, Economics
Renewable Energy Trust Capital, Inc. October 2013 - Present
BrightSource Energy, Inc. 2008 - 2013
PENSCO Trust Company 2007 - 2008
Silicon Valley Bank 2005 - 2007
TD Securities (USA) 2001 - 2005
IBM January 2001 - December 2001
Bank of America 1989 - 2000
CIBC World Markets 1986 - 1989
Skills
Corporate Finance, Capital Markets, Risk Management, Corporate Development, Strategy, Venture Capital, Investment Banking, Derivatives, Treasury Management, Finance, Securities, Leadership, capital raising,..., Credit, Mergers & Acquisitions, Investment Management, Investments, Due Diligence
Education
Presidio Graduate School
Sustainable Management
University of San Francisco
MBA, International Management
London Business School
Investment Management
Siena College
BS, Economics
John DiFini's PENSCO Trust Company Experience May 2005 - Present
Job Director of Application Development
Industry Financial Services
Experience
PENSCO Trust Company May 2005 - Present
Goldman Sachs July 2001 - May 2005
MetalMaker, Inc. August 2000 - April 2001
XOR, Inc. January 2000 - August 2000
Computer Sciences Corporation July 1997 - January 2000
Skills
Agile Methodologies, Business Analysis, System Architecture, Staff Management, SQL, Software Development, SharePoint, Product Management, Java, Management, Enterprise Architecture, Integration, SDLC, Visio, Architecture, Databases, .NET, Vendor Management, Architectures
Education
University of Iowa 1992 — 1997
B.S.E, Biomedical Engineering
PENSCO Trust Company May 2005 - Present
Goldman Sachs July 2001 - May 2005
MetalMaker, Inc. August 2000 - April 2001
XOR, Inc. January 2000 - August 2000
Computer Sciences Corporation July 1997 - January 2000
Skills
Agile Methodologies, Business Analysis, System Architecture, Staff Management, SQL, Software Development, SharePoint, Product Management, Java, Management, Enterprise Architecture, Integration, SDLC, Visio, Architecture, Databases, .NET, Vendor Management, Architectures
Education
University of Iowa 1992 — 1997
B.S.E, Biomedical Engineering
Don Persichitti's PENSCO Trust Company Experience September 2012 - Present
Job
Industry Financial Services
Experience
PENSCO Trust Company September 2012 - Present
Wells Fargo January 2012 - September 2012
Charles Schwab June 2010 - January 2012
Trust Administration Services December 2005 - April 2009
Fiserv Investment Support Services July 2004 - November 2005
Skills
Compliance, Customer Relations, Customer Service, Insurance, Process Improvement, Mutual Funds, Accounting, Auditing, Financial Services, Investments, Banking, Risk Management, Training, Finance, Call Centers
Education
Regis University 2011 — 2014
Bachelor's Degree, Accounting, 3.74
University of North Texas 1995 — 1998
PENSCO Trust Company September 2012 - Present
Wells Fargo January 2012 - September 2012
Charles Schwab June 2010 - January 2012
Trust Administration Services December 2005 - April 2009
Fiserv Investment Support Services July 2004 - November 2005
Skills
Compliance, Customer Relations, Customer Service, Insurance, Process Improvement, Mutual Funds, Accounting, Auditing, Financial Services, Investments, Banking, Risk Management, Training, Finance, Call Centers
Education
Regis University 2011 — 2014
Bachelor's Degree, Accounting, 3.74
University of North Texas 1995 — 1998
Erica Hicks's PENSCO Trust Company Experience September 2013 - Present
Job Transfers at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company September 2013 - Present
Colorado State University-Pueblo August 2010 - May 2013
Gold Crown Foundation January 2006 - July 2012
Skills
Coaching, Customer Service, Databases, Athletic Performance, Athletics, Travel, Access, Time Management, Data Analysis, Data Entry, Social Networking, Analysis
Education
Colorado State University-Pueblo 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Colorado State University-Pueblo 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
PENSCO Trust Company September 2013 - Present
Colorado State University-Pueblo August 2010 - May 2013
Gold Crown Foundation January 2006 - July 2012
Skills
Coaching, Customer Service, Databases, Athletic Performance, Athletics, Travel, Access, Time Management, Data Analysis, Data Entry, Social Networking, Analysis
Education
Colorado State University-Pueblo 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Colorado State University-Pueblo 2009 — 2013
Bachelor's Degree, Business Administration and Management, General
Carol Foster Carol Foster's PENSCO Trust Company Experience 2013 - 2015
Job Chief Financial Officer
Industry Financial Services
Experience
PENSCO Trust Company 2013 - 2015
CLF Advisors, LLC 2012 - 2013
Lightspeed Venture Partners March 2012 - June 2012
Pantheon Ventures 2008 - 2011
Calera Capital 2004 - 2007
Merrill Lynch 1995 - 2003
Goldman Sachs 1992 - 1995
Accenture 1987 - 1990
Skills
Private Equity, Strategy, Venture Capital, Investor Relations, Investments, Managerial Finance, Investment Banking, Finance, Fundraising, Restructuring, Business Development, CRM, Capital Markets, Client Relationship..., Financial Management, Mentoring, Business Strategy, Contract Negotiation, Financial Reporting, Leadership, Operating Budgets, Staff Development, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance and Management of Organizations
Southern Methodist University
Bachelor of Science, Operations Research
PENSCO Trust Company 2013 - 2015
CLF Advisors, LLC 2012 - 2013
Lightspeed Venture Partners March 2012 - June 2012
Pantheon Ventures 2008 - 2011
Calera Capital 2004 - 2007
Merrill Lynch 1995 - 2003
Goldman Sachs 1992 - 1995
Accenture 1987 - 1990
Skills
Private Equity, Strategy, Venture Capital, Investor Relations, Investments, Managerial Finance, Investment Banking, Finance, Fundraising, Restructuring, Business Development, CRM, Capital Markets, Client Relationship..., Financial Management, Mentoring, Business Strategy, Contract Negotiation, Financial Reporting, Leadership, Operating Budgets, Staff Development, Strategic Planning
Education
Columbia University - Columbia Business School
MBA, Finance and Management of Organizations
Southern Methodist University
Bachelor of Science, Operations Research
James Weinberg James Weinberg's PENSCO Trust Company Experience August 2003 - Present
Job Vice President Asset Acceptance at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company August 2003 - Present
Skills
Self-Directed..., Investments
Education
San Francisco State University 1977 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters
PENSCO Trust Company August 2003 - Present
Skills
Self-Directed..., Investments
Education
San Francisco State University 1977 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jennifer Pawlik Jennifer Pawlik's PENSCO Trust Company Experience February 2014 - Present
Job Oracle Database Developer at PENSCO Trust Company
Industry Computer Software
Experience
PENSCO Trust Company February 2014 - Present
Lockheed Martin Space Systems Company July 2010 - December 2013
Lockheed Martin July 2008 - July 2010
Skills
Unix, Oracle, Databases, SQL, Java, Perl, Red Hat Linux, Software Engineering, XML, Oracle SQL Developer, SQL*Plus, Integration, Linux, Eclipse, Oracle PL/SQL..., Ksh, SQL Server Reporting..., SQL Server Integration..., C++, Software Development, Object Oriented Design
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Computer Science, Data Modeling/Warehousing and Database Administration, 3.444
PENSCO Trust Company February 2014 - Present
Lockheed Martin Space Systems Company July 2010 - December 2013
Lockheed Martin July 2008 - July 2010
Skills
Unix, Oracle, Databases, SQL, Java, Perl, Red Hat Linux, Software Engineering, XML, Oracle SQL Developer, SQL*Plus, Integration, Linux, Eclipse, Oracle PL/SQL..., Ksh, SQL Server Reporting..., SQL Server Integration..., C++, Software Development, Object Oriented Design
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Computer Science, Data Modeling/Warehousing and Database Administration, 3.444
Dana Bosse Dana Bosse's PENSCO Trust Company Experience May 2013 - September 2013
Job Financial Services Associate
Industry Financial Services
Experience
PENSCO Trust Company May 2013 - September 2013
OppenheimerFunds January 2013 - May 2013
Hotel St. Moritz October 2011 - September 2012
Townsend Family January 2011 - September 2011
Poe's Tavern June 2009 - December 2010
Education
College of Charleston 2005 — 2009
Bachelor's degree, Business Administration and Management, General
PENSCO Trust Company May 2013 - September 2013
OppenheimerFunds January 2013 - May 2013
Hotel St. Moritz October 2011 - September 2012
Townsend Family January 2011 - September 2011
Poe's Tavern June 2009 - December 2010
Education
College of Charleston 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Eric Mayor Eric Mayor's PENSCO Trust Company Experience August 2008 - Present
Job Certified IRA Service Professional
Industry Financial Services
Experience
PENSCO Trust Company August 2008 - Present
Nations Direct September 2009 - October 2014
Simplified Lending Solutions September 2005 - 2008
Citizens Bank 2001 - 2004
Skills
Real Estate, Investments, Banking, IRAs, Investment Properties, Alternative Investments, Mortgage Lending, Asset Managment, Business Development, Real Estate Economics, Loans, Risk Management, New Business Development, Strategic Planning, Wealth Management, Retirement Planning, Refinance
Education
ABA Institute of Certified Bankers 2011 — 2011
Certified IRA Services Professional, Wealth Management & IRA services, Certified
University of New Hampshire - Whittemore School of Business and Economics 1983 — 1987
Bachelor's degree, Business Administration and Management, General
PENSCO Trust Company August 2008 - Present
Nations Direct September 2009 - October 2014
Simplified Lending Solutions September 2005 - 2008
Citizens Bank 2001 - 2004
Skills
Real Estate, Investments, Banking, IRAs, Investment Properties, Alternative Investments, Mortgage Lending, Asset Managment, Business Development, Real Estate Economics, Loans, Risk Management, New Business Development, Strategic Planning, Wealth Management, Retirement Planning, Refinance
Education
ABA Institute of Certified Bankers 2011 — 2011
Certified IRA Services Professional, Wealth Management & IRA services, Certified
University of New Hampshire - Whittemore School of Business and Economics 1983 — 1987
Bachelor's degree, Business Administration and Management, General
Alisa Owen Alisa Owen's PENSCO Trust Company Experience September 2013 - Present
Job Financial Services Processor at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company September 2013 - Present
OppenheimerFunds March 2013 - August 2013
Ultimate Staffing March 2011 - March 2013
Office Max October 2009 - March 2011
Jackson National Life December 2007 - August 2009
Exempla Healthcare July 2004 - March 2006
Skills
Microsoft Office, Customer Service, Administrative Support, Access, Administrative..., Data Entry, Leadership, Microsoft Excel, Microsoft Word, Outlook, Payroll, PowerPoint, Problem Solving, Spreadsheets, Team Building, Telephone Skills, Time Management, Training
Education
Metropolitan State College of Denver 2004 — 2010
Bachelor of Arts, Behavioral Science
Arapahoe Community College 1999 — 2002
Associate of Science, General Science
Columbine High School 1996 — 1999
High School Diploma, General Studies
PENSCO Trust Company September 2013 - Present
OppenheimerFunds March 2013 - August 2013
Ultimate Staffing March 2011 - March 2013
Office Max October 2009 - March 2011
Jackson National Life December 2007 - August 2009
Exempla Healthcare July 2004 - March 2006
Skills
Microsoft Office, Customer Service, Administrative Support, Access, Administrative..., Data Entry, Leadership, Microsoft Excel, Microsoft Word, Outlook, Payroll, PowerPoint, Problem Solving, Spreadsheets, Team Building, Telephone Skills, Time Management, Training
Education
Metropolitan State College of Denver 2004 — 2010
Bachelor of Arts, Behavioral Science
Arapahoe Community College 1999 — 2002
Associate of Science, General Science
Columbine High School 1996 — 1999
High School Diploma, General Studies
Danny Gaffney Danny Gaffney's PENSCO Trust Company Experience January 2015 - Present
Job Business Analyst at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company January 2015 - Present
Skills
Mutual Funds, Investments, Securities, Banking, Asset Management, Risk Management, Finance, 401k, Valuation, Equities, Financial Services, Strategic Planning, Management, Financial Analysis, Customer Service, Business Analysis
Education
Ohio University 2001 — 2005
BBA
Kenston High School 1998 — 2001
PENSCO Trust Company January 2015 - Present
Skills
Mutual Funds, Investments, Securities, Banking, Asset Management, Risk Management, Finance, 401k, Valuation, Equities, Financial Services, Strategic Planning, Management, Financial Analysis, Customer Service, Business Analysis
Education
Ohio University 2001 — 2005
BBA
Kenston High School 1998 — 2001
Elliott Hauser Elliott Hauser's PENSCO Trust Company Experience November 2009 - April 2010
Job CEO at Trinket
Industry Internet
Experience
trinket March 2013 - Present
UNC Chapel Hill August 2012 - June 2014
NESCent (National Evolutionary Synthesis Center) May 2012 - August 2012
Accenture August 2011 - May 2012
Accenture June 2011 - August 2011
Great Place to Work Institute August 2010 - May 2011
UNC Management Company, Inc May 2010 - August 2010
PENSCO Trust Company November 2009 - April 2010
Tiburon Strategic Advisors August 2009 - October 2009
Tiburon Strategic Advisors July 2009 - October 2009
Education
University of North Carolina at Chapel Hill 2012 — 2017
Doctor of Philosophy (PhD)
University of North Carolina at Chapel Hill 2010 — 2012
MSIS
Duke University 2002 — 2005
B.A.
Norfolk Academy 1990 — 2002
High School Diploma
trinket March 2013 - Present
UNC Chapel Hill August 2012 - June 2014
NESCent (National Evolutionary Synthesis Center) May 2012 - August 2012
Accenture August 2011 - May 2012
Accenture June 2011 - August 2011
Great Place to Work Institute August 2010 - May 2011
UNC Management Company, Inc May 2010 - August 2010
PENSCO Trust Company November 2009 - April 2010
Tiburon Strategic Advisors August 2009 - October 2009
Tiburon Strategic Advisors July 2009 - October 2009
Education
University of North Carolina at Chapel Hill 2012 — 2017
Doctor of Philosophy (PhD)
University of North Carolina at Chapel Hill 2010 — 2012
MSIS
Duke University 2002 — 2005
B.A.
Norfolk Academy 1990 — 2002
High School Diploma
Eileen Loustau Eileen Loustau's PENSCO Trust Company Experience October 2013 - Present
Job Senior Vice President, Head of Marketing at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company October 2013 - Present
BlackRock June 2012 - October 2013
iShares December 2009 - June 2012
iShares August 2006 - December 2009
Charles Schwab August 1995 - June 2004
Wells Fargo August 1990 - July 1995
Skills
Social Media, Digital Marketing, Strategic Communications, Investments, Public Speaking, Education, Video, Team Leadership, Website Development, Content Strategy, Web Analytics, Direct Marketing, Blogging, Email Marketing, Marketing, Market Research, Strategy, Internal Communications, Content Marketing, Marketing Strategy, Leadership, Social Media Marketing, Online Advertising, Integrated Marketing, Analytics, Financial Services
Education
Georgetown University
MBA, Marketing and Business Government Relations
University of California, Berkeley
BA, English
PENSCO Trust Company October 2013 - Present
BlackRock June 2012 - October 2013
iShares December 2009 - June 2012
iShares August 2006 - December 2009
Charles Schwab August 1995 - June 2004
Wells Fargo August 1990 - July 1995
Skills
Social Media, Digital Marketing, Strategic Communications, Investments, Public Speaking, Education, Video, Team Leadership, Website Development, Content Strategy, Web Analytics, Direct Marketing, Blogging, Email Marketing, Marketing, Market Research, Strategy, Internal Communications, Content Marketing, Marketing Strategy, Leadership, Social Media Marketing, Online Advertising, Integrated Marketing, Analytics, Financial Services
Education
Georgetown University
MBA, Marketing and Business Government Relations
University of California, Berkeley
BA, English
Andrea Thoeny's PENSCO Trust Company Experience March 2004 - January 2005
Job Long Term Disability Claims Manager at Prudential
Industry Insurance
Experience
Prudential Financial June 2013 - Present
WebPT July 2012 - June 2013
Morgan Stanley Private Wealth Management June 2005 - October 2011
PENSCO Trust Company March 2004 - January 2005
Skills
Client Services, Client Communication, Client Relationship..., Client Acquisition, Client Retention, Time Management, Attention To Detail, Organizational..., Flexible Working, Able To Multi-task, Able To Work Under..., Critical Thinking, Team Oriented, Team Building, Communication Written, Social Networking, Social Media, Email Marketing, Data Analysis, Performance Reporting, Budgeting, Microsoft Office, PC, Mac OS X, CRM, Salesforce.com, Zendesk, SaaS, Customer Retention, Training, Marketing
Education
San Francisco State University 2004 — 2006
Bachelor of Arts (BA), Organizational Communication, General
Prudential Financial June 2013 - Present
WebPT July 2012 - June 2013
Morgan Stanley Private Wealth Management June 2005 - October 2011
PENSCO Trust Company March 2004 - January 2005
Skills
Client Services, Client Communication, Client Relationship..., Client Acquisition, Client Retention, Time Management, Attention To Detail, Organizational..., Flexible Working, Able To Multi-task, Able To Work Under..., Critical Thinking, Team Oriented, Team Building, Communication Written, Social Networking, Social Media, Email Marketing, Data Analysis, Performance Reporting, Budgeting, Microsoft Office, PC, Mac OS X, CRM, Salesforce.com, Zendesk, SaaS, Customer Retention, Training, Marketing
Education
San Francisco State University 2004 — 2006
Bachelor of Arts (BA), Organizational Communication, General
James Ruggiero James Ruggiero's PENSCO Trust Company Experience August 2010 - Present
Job CTO at Pensco Trust Company
Industry Internet
Experience
PENSCO Trust Company August 2010 - Present
Cisco Systems April 2010 - July 2010
Smalltown, Inc. 2005 - 2010
MCI 2003 - 2005
Semaphore Partners 2000 - 2002
Semaphore Partners 1998 - 2000
Novo Media Group 1996 - 1998
PaineWebber 1994 - 1996
Skills
Software Development, Database Design, Web Application Design, Web Development, Product Management, Web Technologies, Architecture, MySQL, Integration, Software Engineering, REST, Java, Technology Management, Security, Enterprise Software, E-commerce, Software Architecture, Architectures
Education
Princeton University 1990 — 1994
B.S.E., Computer Science
Suffield Academy 1986 — 1990
High School
PENSCO Trust Company August 2010 - Present
Cisco Systems April 2010 - July 2010
Smalltown, Inc. 2005 - 2010
MCI 2003 - 2005
Semaphore Partners 2000 - 2002
Semaphore Partners 1998 - 2000
Novo Media Group 1996 - 1998
PaineWebber 1994 - 1996
Skills
Software Development, Database Design, Web Application Design, Web Development, Product Management, Web Technologies, Architecture, MySQL, Integration, Software Engineering, REST, Java, Technology Management, Security, Enterprise Software, E-commerce, Software Architecture, Architectures
Education
Princeton University 1990 — 1994
B.S.E., Computer Science
Suffield Academy 1986 — 1990
High School
Ashley Collier's PENSCO Trust Company Experience January 2012 - Present
Job Client Services at PENSCO Trust Company
Industry E-Learning
Experience
PENSCO Trust Company January 2012 - Present
Ashford University 2011 - September 2012
Dish Network May 2008 - May 2011
Charlotte Russe October 2007 - March 2008
Skills
Customer Service, Customer Retention, Sales, Recruiting, Training, Office Administration, Admissions, Coaching, Program Management, Interviews, Team Building, Microsoft Word, Microsoft Excel, Workshop Facilitation, PowerPoint
Education
University of Colorado Denver 2013 — 2015
Information and Learning Technologies, Instructional Design and Adult Learning
Metropolitan State College of Denver 2006 — 2011
Bachelor of Science, Sociology
Overland High School 2002 — 2006
Diploma
PENSCO Trust Company January 2012 - Present
Ashford University 2011 - September 2012
Dish Network May 2008 - May 2011
Charlotte Russe October 2007 - March 2008
Skills
Customer Service, Customer Retention, Sales, Recruiting, Training, Office Administration, Admissions, Coaching, Program Management, Interviews, Team Building, Microsoft Word, Microsoft Excel, Workshop Facilitation, PowerPoint
Education
University of Colorado Denver 2013 — 2015
Information and Learning Technologies, Instructional Design and Adult Learning
Metropolitan State College of Denver 2006 — 2011
Bachelor of Science, Sociology
Overland High School 2002 — 2006
Diploma
Emily Klyza's PENSCO Trust Company Experience April 2010 - October 2010
Job MBA Candidate at Carnegie Mellon Tepper School of Business
Industry Internet
Experience
JPMorgan Chase January 2013 - July 2015
Bloomspot.com (acquired by JPMorgan Chase December 2012) May 2012 - December 2012
Bloomspot.com January 2011 - April 2012
Brighterion November 2010 - January 2011
PENSCO Trust Company April 2010 - October 2010
Skills
Salesforce.com, Business Development, Social Media, Social Media Marketing, Microsoft Office, Microsoft Excel, Online Advertising, Email Marketing, SQL, A/B testing, E-commerce, B2B, Analytics, Lead Generation, SEM, Online Marketing, Web Analytics
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2005 — 2009
BA, Psychology
JPMorgan Chase January 2013 - July 2015
Bloomspot.com (acquired by JPMorgan Chase December 2012) May 2012 - December 2012
Bloomspot.com January 2011 - April 2012
Brighterion November 2010 - January 2011
PENSCO Trust Company April 2010 - October 2010
Skills
Salesforce.com, Business Development, Social Media, Social Media Marketing, Microsoft Office, Microsoft Excel, Online Advertising, Email Marketing, SQL, A/B testing, E-commerce, B2B, Analytics, Lead Generation, SEM, Online Marketing, Web Analytics
Education
Carnegie Mellon University - Tepper School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2005 — 2009
BA, Psychology
Anne Mueller Anne Mueller's PENSCO Trust Company Experience March 2014 - Present
Job VP, Human Resources at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company March 2014 - Present
mFoundry, Inc September 2012 - January 2014
mFoundry, Inc July 2011 - December 2012
mFoundry, Inc October 2007 - June 2011
Innovations September 2004 - October 2007
Andor Capital Management 2003 - 2004
CIC Associates 2001 - 2002
Publicis Dialog (formerly Novo/Semaphore Partners) May 1999 - June 2001
Novo 1999 - 2001
Montgomery Securities 1997 - 1999
Skills
Employee Benefits, Onboarding, Human Resources, Technical Recruiting, Employee Relations, HRIS, Recruiting, Management, Organizational..., Strategy, Personnel Management, Vendor Management, Talent Management, Temporary Placement, Deferred Compensation, Leadership, Team Building, Mergers & Acquisitions, Performance Management, Talent Acquisition, College Recruiting, Benefits Administration, Applicant Tracking..., Hiring, Internet Recruiting, Employee Training, Workforce Planning, Employee Engagement, HR Consulting, Interviews, Training, Succession Planning, Sourcing, Executive Search
Education
University of Colorado at Boulder
BA, Organizational Communication
PENSCO Trust Company March 2014 - Present
mFoundry, Inc September 2012 - January 2014
mFoundry, Inc July 2011 - December 2012
mFoundry, Inc October 2007 - June 2011
Innovations September 2004 - October 2007
Andor Capital Management 2003 - 2004
CIC Associates 2001 - 2002
Publicis Dialog (formerly Novo/Semaphore Partners) May 1999 - June 2001
Novo 1999 - 2001
Montgomery Securities 1997 - 1999
Skills
Employee Benefits, Onboarding, Human Resources, Technical Recruiting, Employee Relations, HRIS, Recruiting, Management, Organizational..., Strategy, Personnel Management, Vendor Management, Talent Management, Temporary Placement, Deferred Compensation, Leadership, Team Building, Mergers & Acquisitions, Performance Management, Talent Acquisition, College Recruiting, Benefits Administration, Applicant Tracking..., Hiring, Internet Recruiting, Employee Training, Workforce Planning, Employee Engagement, HR Consulting, Interviews, Training, Succession Planning, Sourcing, Executive Search
Education
University of Colorado at Boulder
BA, Organizational Communication
Stacey Urbina Stacey Urbina's PENSCO Trust Company Experience May 2008 - March 2010
Job Events Manager
Industry Marketing and Advertising
Experience
Cheetah Ad Platform (formerly MobPartner) April 2015 - Present
MobPartner (Acquired by Cheetah Mobile) March 2015 - Present
Crawford Group at Atlassian October 2014 - January 2015
Restless Entertainment Marketing Group June 2012 - December 2014
InterHealth April 2010 - January 2014
PENSCO Trust Company May 2008 - March 2010
Golden State Warriors October 2007 - April 2008
Bay Point Works Community Career Center August 2002 - August 2006
Skills
Event Management, Marketing Communications, Trade Shows, Event Planning, Marketing Strategy, Marketing Event Planning, Account Management, Event Marketing Strategy, Social Media, Sales Management, Management, Outlook, Microsoft Office, Trade Show Planning, Marketing, Advertising, Lead Generation, Trade Show Exhibitor, Leadership, Sales
Education
San Francisco State University, College of Business
Bachelor's of Science, Business Administration and Marketing Concentration
American Business School Paris
Study Abroad, Business Marketing
Cheetah Ad Platform (formerly MobPartner) April 2015 - Present
MobPartner (Acquired by Cheetah Mobile) March 2015 - Present
Crawford Group at Atlassian October 2014 - January 2015
Restless Entertainment Marketing Group June 2012 - December 2014
InterHealth April 2010 - January 2014
PENSCO Trust Company May 2008 - March 2010
Golden State Warriors October 2007 - April 2008
Bay Point Works Community Career Center August 2002 - August 2006
Skills
Event Management, Marketing Communications, Trade Shows, Event Planning, Marketing Strategy, Marketing Event Planning, Account Management, Event Marketing Strategy, Social Media, Sales Management, Management, Outlook, Microsoft Office, Trade Show Planning, Marketing, Advertising, Lead Generation, Trade Show Exhibitor, Leadership, Sales
Education
San Francisco State University, College of Business
Bachelor's of Science, Business Administration and Marketing Concentration
American Business School Paris
Study Abroad, Business Marketing
Joe Campa's PENSCO Trust Company Experience September 2014 - Present
Job Investment Specialist at PENSCO Trust Company
Industry Executive Office
Experience
PENSCO Trust Company September 2014 - Present
Sports Authority September 2013 - August 2014
Gap Inc. July 2008 - October 2013
J.Crew October 2012 - March 2013
Armani Exchange August 2011 - December 2011
Skills
Merchandising, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Promotions, Leadership, Fashion Shows, Modeling, Trends, QuickBooks, Accounting, Social Media, Time Management, Event Planning, Inventory Management, Sales, Facebook, Retail Sales, Blogging, Styling, Trend Analysis
Education
Colorado State University 2006 — 2012
Bachelor of Science (B.S.), Apparel and Merchandising
PENSCO Trust Company September 2014 - Present
Sports Authority September 2013 - August 2014
Gap Inc. July 2008 - October 2013
J.Crew October 2012 - March 2013
Armani Exchange August 2011 - December 2011
Skills
Merchandising, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Promotions, Leadership, Fashion Shows, Modeling, Trends, QuickBooks, Accounting, Social Media, Time Management, Event Planning, Inventory Management, Sales, Facebook, Retail Sales, Blogging, Styling, Trend Analysis
Education
Colorado State University 2006 — 2012
Bachelor of Science (B.S.), Apparel and Merchandising
Jeff Garrity Jeff Garrity's PENSCO Trust Company Experience December 2012 - March 2013
Job Videographer/Film and Video Editor
Industry Financial Services
Experience
PENSCO Trust Company December 2012 - March 2013
TIAA-CREF January 2011 - January 2012
Charles Schwab December 2006 - March 2010
Skills
Microsoft Office, Team Building, Research, Public Speaking, Social Media, Editing, Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Series 7, Retirement, Securities, IRAs, College Savings Plans, Finance, Investments, Succession Planning
Education
University of Colorado at Boulder 2000 — 2004
Bachelor of Business Administration (B.B.A.)
PENSCO Trust Company December 2012 - March 2013
TIAA-CREF January 2011 - January 2012
Charles Schwab December 2006 - March 2010
Skills
Microsoft Office, Team Building, Research, Public Speaking, Social Media, Editing, Retirement Planning, Mutual Funds, Fixed Annuities, Series 63, Series 7, Retirement, Securities, IRAs, College Savings Plans, Finance, Investments, Succession Planning
Education
University of Colorado at Boulder 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Joellen Blas's PENSCO Trust Company Experience 1994 - 1998
Job Administrative Assistant/Secretary/Advertisement Freeman, Doorways, Almanac at Win Morrison Realty
Industry Civic & Social Organization
Experience
Win Morrison Realty September 2014 - Present
Here's Help Staffing & Recruiting April 2013 - October 2013
Benedictine Hospital October 2008 - January 2012
AR Mazzotta 2006 - 2007
American Home Mortgage May 1999 - May 2006
PENSCO Trust Company 1994 - 1998
Skills
Office Management, Microsoft Excel, Accurate Data Entry, Public Speaking, Administrative..., Modeling, Time Management, Data Entry, Antiques, Retro Clothing, Movie History, Word Processing, Secretarial Skills, typist, Movie Extra, Antique Car Shows, Vintage and Antique..., 1939 History Early 20th..., Sketch Comedy, Training, Leadership, Marketing, Advertising, Teamwork, PowerPoint, Business Planning, Telephone Skills, File Management, Critical Thinking, Administration, Supervisory Skills, Internet Explorer, Online Research, Social Networking, Outlook, CSR, Customer Service
Education
SUNY Ulster County Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Business & Entrepreneurial Studies, 3.95
Ulster County Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Business/Entrepreneurial, 3.04
Kingston High School 1980 — 1983
HS Diploma, Business
Win Morrison Realty September 2014 - Present
Here's Help Staffing & Recruiting April 2013 - October 2013
Benedictine Hospital October 2008 - January 2012
AR Mazzotta 2006 - 2007
American Home Mortgage May 1999 - May 2006
PENSCO Trust Company 1994 - 1998
Skills
Office Management, Microsoft Excel, Accurate Data Entry, Public Speaking, Administrative..., Modeling, Time Management, Data Entry, Antiques, Retro Clothing, Movie History, Word Processing, Secretarial Skills, typist, Movie Extra, Antique Car Shows, Vintage and Antique..., 1939 History Early 20th..., Sketch Comedy, Training, Leadership, Marketing, Advertising, Teamwork, PowerPoint, Business Planning, Telephone Skills, File Management, Critical Thinking, Administration, Supervisory Skills, Internet Explorer, Online Research, Social Networking, Outlook, CSR, Customer Service
Education
SUNY Ulster County Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Business & Entrepreneurial Studies, 3.95
Ulster County Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Business/Entrepreneurial, 3.04
Kingston High School 1980 — 1983
HS Diploma, Business
Bonnie Suveerachaimontian's PENSCO Trust Company Experience October 2007 - March 2011
Job Wealth Advisor at BlueSky Wealth Advisors | FeeOnly| Financial Planning Firm
Industry Financial Services
Experience
BlueSky Wealth Advisors Fee-Only Financial Planning Firm August 2015 - Present
LifeStream Financial, Inc. March 2010 - Present
Pensco Trust Company October 2007 - March 2011
Santa Cruz County 2007 - 2007
Santa Cruz Aids Project 2006 - 2006
Skills
Investments, Mutual Funds, Asset Managment, Securities, Wealth Management
Education
Golden Gate University 2010 — 2012
Master of Science
University of California, Berkeley 2008 — 2010
Certificate
University of California, Santa Cruz 2003 — 2007
BS
BlueSky Wealth Advisors Fee-Only Financial Planning Firm August 2015 - Present
LifeStream Financial, Inc. March 2010 - Present
Pensco Trust Company October 2007 - March 2011
Santa Cruz County 2007 - 2007
Santa Cruz Aids Project 2006 - 2006
Skills
Investments, Mutual Funds, Asset Managment, Securities, Wealth Management
Education
Golden Gate University 2010 — 2012
Master of Science
University of California, Berkeley 2008 — 2010
Certificate
University of California, Santa Cruz 2003 — 2007
BS
Joseph Adams's PENSCO Trust Company Experience September 2013 - Present
Job Marketing Manager and Content Strategist
Industry Marketing and Advertising
Experience
PENSCO Trust Company September 2013 - Present
Independent February 2013 - Present
BlackRock November 2010 - February 2013
College Internships August 2006 - May 2010
Skills
Social Media Marketing, Social Media, Blogging, Digital Marketing, Brand Development, Community Management, Partnership Marketing, Vendor Relationship..., Event Management, Inbound Marketing, Advertising, Digital Media, Facebook, Web Analytics, Online Communications, Digital Strategy, Content Strategy, Marketing Communications, Marketing, Direct Marketing, Social Networking, Email Marketing, Public Relations, Online Advertising, Strategy, Event Planning, Leadership, Management, Public Speaking, Marketing Strategy, Online Marketing, PPC, Twitter, Business Development, Microsoft Office
Education
Point Park University 2006 — 2010
Bachelor’s Degree, Sports, Art and Entertainment Management, 3.8
PENSCO Trust Company September 2013 - Present
Independent February 2013 - Present
BlackRock November 2010 - February 2013
College Internships August 2006 - May 2010
Skills
Social Media Marketing, Social Media, Blogging, Digital Marketing, Brand Development, Community Management, Partnership Marketing, Vendor Relationship..., Event Management, Inbound Marketing, Advertising, Digital Media, Facebook, Web Analytics, Online Communications, Digital Strategy, Content Strategy, Marketing Communications, Marketing, Direct Marketing, Social Networking, Email Marketing, Public Relations, Online Advertising, Strategy, Event Planning, Leadership, Management, Public Speaking, Marketing Strategy, Online Marketing, PPC, Twitter, Business Development, Microsoft Office
Education
Point Park University 2006 — 2010
Bachelor’s Degree, Sports, Art and Entertainment Management, 3.8
Elaine Till's PENSCO Trust Company Experience June 2012 - March 2013
Job Account Representative at National MI
Industry Financial Services
Experience
National Mortgage Insurance Corporation - "National MI" July 2015 - Present
National MI Holdings, Inc. (NMI) April 2013 - Present
PENSCO Trust Company June 2012 - March 2013
Lisner Auditorium April 2012 - June 2012
Charles E. Smith Center September 2011 - March 2012
Shakespeare Festival St. Louis April 2010 - October 2011
Gap Inc. 2010 - 2011
Skills
Computer: Microsoft..., Driver: Licensed 5+..., Theatre, Performing Arts, Acting, Stage, Event Planning, Fundraising, Arts Administration, Dramaturgy, Volunteer Management, Musical Theatre, IRAs, Self Directed IRA, Event Management, Call Centers, Alternative Investments, PowerPoint, Customer Service
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Theatre and Economics
St. Louis Community College 2005 — 2008
National Mortgage Insurance Corporation - "National MI" July 2015 - Present
National MI Holdings, Inc. (NMI) April 2013 - Present
PENSCO Trust Company June 2012 - March 2013
Lisner Auditorium April 2012 - June 2012
Charles E. Smith Center September 2011 - March 2012
Shakespeare Festival St. Louis April 2010 - October 2011
Gap Inc. 2010 - 2011
Skills
Computer: Microsoft..., Driver: Licensed 5+..., Theatre, Performing Arts, Acting, Stage, Event Planning, Fundraising, Arts Administration, Dramaturgy, Volunteer Management, Musical Theatre, IRAs, Self Directed IRA, Event Management, Call Centers, Alternative Investments, PowerPoint, Customer Service
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Theatre and Economics
St. Louis Community College 2005 — 2008
Nick Thyme Nick Thyme's PENSCO Trust Company Experience May 2002 - Present
Job Accountant at IZ Events & Communications
Industry Events Services
Experience
Remington Hotels January 2004 - Present
PENSCO Trust Company May 2002 - Present
Wells Fargo Insurance Services 1997 - 2001
PriceWaterhouse 1980 - 1999
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, QuickBooks, Finance, Payroll, Forecasting, Variance Analysis, General Ledger, Fixed Assets, Account Reconciliation, GAAP, US GAAP, Financial Statements
Education
Golden Gate University 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Accounting
Remington Hotels January 2004 - Present
PENSCO Trust Company May 2002 - Present
Wells Fargo Insurance Services 1997 - 2001
PriceWaterhouse 1980 - 1999
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, QuickBooks, Finance, Payroll, Forecasting, Variance Analysis, General Ledger, Fixed Assets, Account Reconciliation, GAAP, US GAAP, Financial Statements
Education
Golden Gate University 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Accounting
Jessica Bliss's PENSCO Trust Company Experience January 2013 - October 2014
Job Seeking new opportunities
Industry Financial Services
Experience
PENSCO Trust Company January 2013 - October 2014
McCaddon Cadillac Buick GMC Inc January 2011 - September 2012
Crocs, Inc December 2008 - June 2010
Theisen Sprinkler & Landscape Co March 2007 - August 2009
Skills
Customer Service, Data Entry, Word, Microsoft Office, Excel, Outlook, Phone Skills, Multitasker, Ten Key, Cashiering, Organizing, Human Resources, Event Planning, Microsoft Word, Invoicing, Teamwork, Telephone Skills, Microsoft Excel, Management, Sales, Marketing, Training, Merchandising, Time Management, Interviews, Office Management, Filing, Access, Spreadsheets, Payroll
Education
Metropolitan State College of Denver 1997 — 2004
Bachelor of Arts (BA), Psychology
Standley Lake High School 1994 — 1997
High School Diploma
PENSCO Trust Company January 2013 - October 2014
McCaddon Cadillac Buick GMC Inc January 2011 - September 2012
Crocs, Inc December 2008 - June 2010
Theisen Sprinkler & Landscape Co March 2007 - August 2009
Skills
Customer Service, Data Entry, Word, Microsoft Office, Excel, Outlook, Phone Skills, Multitasker, Ten Key, Cashiering, Organizing, Human Resources, Event Planning, Microsoft Word, Invoicing, Teamwork, Telephone Skills, Microsoft Excel, Management, Sales, Marketing, Training, Merchandising, Time Management, Interviews, Office Management, Filing, Access, Spreadsheets, Payroll
Education
Metropolitan State College of Denver 1997 — 2004
Bachelor of Arts (BA), Psychology
Standley Lake High School 1994 — 1997
High School Diploma
Sarah Howat's PENSCO Trust Company Experience October 2012 - January 2013
Job Founder & Community Builder at Former Future Brewing Company
Industry Food & Beverages
Experience
Former Future Brewing Company September 2012 - Present
Eating Recovery Center January 2013 - December 2013
PENSCO Trust Company October 2012 - January 2013
Great-West Financial June 2007 - October 2012
Skills
Customer Service, Customer Experience, Customer Engagement, Social Media Marketing, Event Planning, Business Development, Public Speaking, Crisis Intervention, Crisis Management, Entrepreneurship, Marketing, Time Management, Leadership, Training
Education
University of Northern Colorado 2011 — 2014
Master's degree, Marriage and Family Therapy/Counseling
Metropolitan State College of Denver 2003 — 2007
Bachelor's degree, Marketing
Former Future Brewing Company September 2012 - Present
Eating Recovery Center January 2013 - December 2013
PENSCO Trust Company October 2012 - January 2013
Great-West Financial June 2007 - October 2012
Skills
Customer Service, Customer Experience, Customer Engagement, Social Media Marketing, Event Planning, Business Development, Public Speaking, Crisis Intervention, Crisis Management, Entrepreneurship, Marketing, Time Management, Leadership, Training
Education
University of Northern Colorado 2011 — 2014
Master's degree, Marriage and Family Therapy/Counseling
Metropolitan State College of Denver 2003 — 2007
Bachelor's degree, Marketing
Jeff Huxsaw's PENSCO Trust Company Experience July 2014 - Present
Job Operations Processor Mutual Funds/Market Traded Securities
Industry Financial Services
Experience
PENSCO Trust Company July 2014 - Present
PENSCO Trust Company September 2012 - July 2014
Skills
Creative Writing, Editing, Research, Microsoft Word, Microsoft Excel, PowerPoint, Data Research, Data Analysis, Expense Management, Processing, Phone Skills, Problem Solving, Efficiency, Customer Service, Customer Oriented
Education
University of Colorado at Boulder 2007 — 2011
Bachelor of Arts (B.A.), English Literature
PENSCO Trust Company July 2014 - Present
PENSCO Trust Company September 2012 - July 2014
Skills
Creative Writing, Editing, Research, Microsoft Word, Microsoft Excel, PowerPoint, Data Research, Data Analysis, Expense Management, Processing, Phone Skills, Problem Solving, Efficiency, Customer Service, Customer Oriented
Education
University of Colorado at Boulder 2007 — 2011
Bachelor of Arts (B.A.), English Literature
Bill Garner's PENSCO Trust Company Experience March 2012 - Present
Job Vice President, Technology
Industry Financial Services
Experience
PENSCO Trust Company March 2012 - Present
Lincoln Trust Company November 2009 - March 2012
Fiserv February 2001 - November 2009
Fiserv December 1999 - February 2001
RJN Group June 1992 - November 1999
Education
Colorado State University (MBA) 2014 — 2016
Master of Business Administration (MBA)
University of Florida
BA, Geography
Oracle University (Oracle Corp.)
Oracle Certified Professional
PENSCO Trust Company March 2012 - Present
Lincoln Trust Company November 2009 - March 2012
Fiserv February 2001 - November 2009
Fiserv December 1999 - February 2001
RJN Group June 1992 - November 1999
Education
Colorado State University (MBA) 2014 — 2016
Master of Business Administration (MBA)
University of Florida
BA, Geography
Oracle University (Oracle Corp.)
Oracle Certified Professional
Hala Samow Hala Samow's PENSCO Trust Company Experience 2011 - March 2013
Job Marketing Programs Operations Manager at Equinix
Industry Marketing and Advertising
Experience
Equinix June 2014 - Present
Birst April 2013 - April 2014
PENSCO Trust Company 2011 - March 2013
New Bridge Management 2010 - 2011
Federal Development, LLC 2007 - 2008
Skills
Marketing Automation, Demand Generation, Lead Generation, Email Marketing, Marketo, Social Media Marketing, Marketing Communications, Online Marketing, Marketing, Management, Start-ups, Salesforce.com, Trade Shows, Product Marketing, Project Management, Integrated Marketing, Sales, Webinars, Marketing Strategy, Fundraising
Education
University of California, Berkeley
BA, English
Equinix June 2014 - Present
Birst April 2013 - April 2014
PENSCO Trust Company 2011 - March 2013
New Bridge Management 2010 - 2011
Federal Development, LLC 2007 - 2008
Skills
Marketing Automation, Demand Generation, Lead Generation, Email Marketing, Marketo, Social Media Marketing, Marketing Communications, Online Marketing, Marketing, Management, Start-ups, Salesforce.com, Trade Shows, Product Marketing, Project Management, Integrated Marketing, Sales, Webinars, Marketing Strategy, Fundraising
Education
University of California, Berkeley
BA, English
Kelvin Mak Kelvin Mak's PENSCO Trust Company Experience October 2010 - May 2011
Job Field Contract Specialist at salesforce.com
Industry Financial Services
Experience
salesforce.com April 2014 - Present
salesforce.com April 2013 - April 2014
salesforce.com February 2013 - April 2013
salesforce.com March 2012 - February 2013
salesforce.com June 2011 - March 2012
PENSCO Trust Company October 2010 - May 2011
Pacific Placement Group October 2010 - January 2011
Adecco July 2010 - October 2010
Morgan Stanley June 2008 - September 2008
OfficeMax June 2008 - September 2008
Skills
Social Networking, Marketing, Cloud Computing, Training, Sales, Microsoft Office, Account Management, CRM, Negotiation, Lead Generation, Marketing Communications, Social Media Marketing, Salesforce.com, Investments, Finance, Sales Operations, Customer Service, Customer Satisfaction
Education
University of California, Berkeley 2010 — 2012
Certificate Program in Accounting
University of California, Davis 2005 — 2009
BS, Managerial Economics
Oceana High School 2001 — 2005
salesforce.com April 2014 - Present
salesforce.com April 2013 - April 2014
salesforce.com February 2013 - April 2013
salesforce.com March 2012 - February 2013
salesforce.com June 2011 - March 2012
PENSCO Trust Company October 2010 - May 2011
Pacific Placement Group October 2010 - January 2011
Adecco July 2010 - October 2010
Morgan Stanley June 2008 - September 2008
OfficeMax June 2008 - September 2008
Skills
Social Networking, Marketing, Cloud Computing, Training, Sales, Microsoft Office, Account Management, CRM, Negotiation, Lead Generation, Marketing Communications, Social Media Marketing, Salesforce.com, Investments, Finance, Sales Operations, Customer Service, Customer Satisfaction
Education
University of California, Berkeley 2010 — 2012
Certificate Program in Accounting
University of California, Davis 2005 — 2009
BS, Managerial Economics
Oceana High School 2001 — 2005
Kris Wilson Kris Wilson's PENSCO Trust Company Experience January 2015 - Present
Job IT Consultant Quality Analyst/Technical Trainer
Industry Computer Software
Experience
Kris Wilson LLC August 2011 - Present
PENSCO Trust Company January 2015 - Present
cPrime, Inc. January 2015 - Present
Zonal Retail Data Systems September 2012 - January 2015
ProfitStreams August 2011 - September 2012
Compassion International May 1982 - July 1992
Skills
Agile Methodologies, Software Quality..., Scrum, Testing, JIRA, Test Cases, Test Planning, Quality Assurance, Regression Testing, System Testing, Test Automation, XML, Waterfall, Oracle, Software Documentation, MySQL, Enterprise Software, Start-ups, SDLC, Management, Teaching, Training, Speech Coaching, Requirements Analysis
Education
Franklin & Marshall College
Kris Wilson LLC August 2011 - Present
PENSCO Trust Company January 2015 - Present
cPrime, Inc. January 2015 - Present
Zonal Retail Data Systems September 2012 - January 2015
ProfitStreams August 2011 - September 2012
Compassion International May 1982 - July 1992
Skills
Agile Methodologies, Software Quality..., Scrum, Testing, JIRA, Test Cases, Test Planning, Quality Assurance, Regression Testing, System Testing, Test Automation, XML, Waterfall, Oracle, Software Documentation, MySQL, Enterprise Software, Start-ups, SDLC, Management, Teaching, Training, Speech Coaching, Requirements Analysis
Education
Franklin & Marshall College
Erika McKiernan's PENSCO Trust Company Experience June 2012 - Present
Job Controller, VP at PENSCO Trust Company
Industry Accounting
Experience
PENSCO Trust Company June 2012 - Present
EisnerAmper LLP March 2012 - June 2012
Harb, Levy, & Weiland August 2006 - March 2012
Tennis Warehouse January 2003 - May 2006
Skills
CPA, Tax Research, Financial Reporting, Tax Preparation, GAAP, Tax Returns, Auditing, QuickBooks, Accounting, Tax, Partnership Taxation, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor's degree, Concentration in Accounting and Finance
PENSCO Trust Company June 2012 - Present
EisnerAmper LLP March 2012 - June 2012
Harb, Levy, & Weiland August 2006 - March 2012
Tennis Warehouse January 2003 - May 2006
Skills
CPA, Tax Research, Financial Reporting, Tax Preparation, GAAP, Tax Returns, Auditing, QuickBooks, Accounting, Tax, Partnership Taxation, Financial Analysis
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor's degree, Concentration in Accounting and Finance
Laura Castellanos Laura Castellanos's PENSCO Trust Company Experience 2004 - 2005
Job Managing Director, Client Solutions Strategy at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
Charles Schwab 2006 - September 2014
PENSCO Trust Company 2004 - 2005
Charles Schwab 1999 - 2004
American Express 1996 - 1998
Legal, Regulatory and Non-profit Management 1981 - 1996
Skills
Leadership, Business Strategy, Strategic Planning, Strategy, Management, Marketing Strategy, Digital Marketing, Diversity Marketing, Legal Issues, Pricing, Product Innovation, Product Management, Product Marketing, Product Development, Business Development, Integrated Marketing, Customer Acquisition, Marketing Communications, Finance, Advertising, B2B, Financial Services
Education
Wake Forest University School of Law
JD, International/Global Studies; Government and Regulatory Issues
Salem College
BA, French, Spanish
Charles Schwab September 2014 - Present
Charles Schwab 2006 - September 2014
PENSCO Trust Company 2004 - 2005
Charles Schwab 1999 - 2004
American Express 1996 - 1998
Legal, Regulatory and Non-profit Management 1981 - 1996
Skills
Leadership, Business Strategy, Strategic Planning, Strategy, Management, Marketing Strategy, Digital Marketing, Diversity Marketing, Legal Issues, Pricing, Product Innovation, Product Management, Product Marketing, Product Development, Business Development, Integrated Marketing, Customer Acquisition, Marketing Communications, Finance, Advertising, B2B, Financial Services
Education
Wake Forest University School of Law
JD, International/Global Studies; Government and Regulatory Issues
Salem College
BA, French, Spanish
Frank L. Bridges Frank L. Bridges's PENSCO Trust Company Experience 2001 - 2015
Job Principal, Heritage Design Law Group LLC
Industry Law Practice
Experience
Heritage Design Law Group LLC August 2011 - Present
Boston Estate Planning Council July 2009 - Present
National Network of Estate Planning Attorneys 1996 - Present
PENSCO Trust Company 2001 - 2015
PENSCO Trust Company 2001 - 2015
Provisors 2011 - August 2012
Bridges & Coyne, LLC August 2007 - July 2011
Lawson & Weitzen, LLP May 1991 - August 2007
Skills
Estate Planning, Trusts, Retirement, Wealth, Investors, Asset Protection, Self-Directed..., Beneficiary Designation, Business Startups, Wills, Estate Tax Planning, IRAs, Start-ups, Estate Administration, Small Business, Tax, Powers of Attorney, Elder Law, Real Estate, Estate Law, Financial Advisory, Finance, LLC, Retirement Planning, Investments, Business Formation, Succession Planning, Guardianship, Business Transactions, Appeals, 401k, High Net Worth...
Education
University of Pennsylvania Law School 1969 — 1972
J.D., Law
Trinity College-Hartford 1965 — 1969
BA, Philosophy
Heritage Design Law Group LLC August 2011 - Present
Boston Estate Planning Council July 2009 - Present
National Network of Estate Planning Attorneys 1996 - Present
PENSCO Trust Company 2001 - 2015
PENSCO Trust Company 2001 - 2015
Provisors 2011 - August 2012
Bridges & Coyne, LLC August 2007 - July 2011
Lawson & Weitzen, LLP May 1991 - August 2007
Skills
Estate Planning, Trusts, Retirement, Wealth, Investors, Asset Protection, Self-Directed..., Beneficiary Designation, Business Startups, Wills, Estate Tax Planning, IRAs, Start-ups, Estate Administration, Small Business, Tax, Powers of Attorney, Elder Law, Real Estate, Estate Law, Financial Advisory, Finance, LLC, Retirement Planning, Investments, Business Formation, Succession Planning, Guardianship, Business Transactions, Appeals, 401k, High Net Worth...
Education
University of Pennsylvania Law School 1969 — 1972
J.D., Law
Trinity College-Hartford 1965 — 1969
BA, Philosophy
Mary S. Hunt Mary S. Hunt's PENSCO Trust Company Experience 2010 - 2010
Job Enterprise Software & Financial Services Marketing
Industry Computer Software
Experience
Moody's Analytics 2015 - Present
Moody's Analytics 2012 - 2014
Citibank 2010 - 2012
PENSCO Trust Company 2010 - 2010
Advent Software 2003 - 2009
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Wells Fargo Bank 1998 - 1999
Wells Fargo Bank 1997 - 1998
Chevron 1997 - 1997
Education
Northwestern University - Kellogg School of Management 1988 — 1990
M.B.A., Finance, Strategy, Organizational Behavior
Stanford University 1981 — 1986
A.B., Human Biology
Moody's Analytics 2015 - Present
Moody's Analytics 2012 - 2014
Citibank 2010 - 2012
PENSCO Trust Company 2010 - 2010
Advent Software 2003 - 2009
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Wells Fargo Bank 1998 - 1999
Wells Fargo Bank 1997 - 1998
Chevron 1997 - 1997
Education
Northwestern University - Kellogg School of Management 1988 — 1990
M.B.A., Finance, Strategy, Organizational Behavior
Stanford University 1981 — 1986
A.B., Human Biology
Rob Spalding Rob Spalding's PENSCO Trust Company Experience 2006 - 2012
Job National Commercial Real Estate Advisor & Consultant
Industry Financial Services
Experience
Berkshire Hathaway Commerical - Verani Real Estate January 2014 - Present
Alternative Solutions Group November 2012 - Present
PENSCO Trust Company 2006 - 2012
maax, inc. March 2005 - April 2006
Skills
Networking, Public Speaking, Asset Managment, Investments, Alternative Investments, IRAs, Financial Services, Retirement Planning, Business Development, Banking, Private Equity, Commercial Real Estate, Asset Management, Financial Advisory, Finance, Retirement, Entrepreneurship, Investment Properties, Strategy, Management, Funding, Portfolio Management, Real Estate, Sales
Education
Hobart and William Smith Colleges 1996 — 2000
Environmental Studies
Westminster School 1993 — 1996
Berkshire Hathaway Commerical - Verani Real Estate January 2014 - Present
Alternative Solutions Group November 2012 - Present
PENSCO Trust Company 2006 - 2012
maax, inc. March 2005 - April 2006
Skills
Networking, Public Speaking, Asset Managment, Investments, Alternative Investments, IRAs, Financial Services, Retirement Planning, Business Development, Banking, Private Equity, Commercial Real Estate, Asset Management, Financial Advisory, Finance, Retirement, Entrepreneurship, Investment Properties, Strategy, Management, Funding, Portfolio Management, Real Estate, Sales
Education
Hobart and William Smith Colleges 1996 — 2000
Environmental Studies
Westminster School 1993 — 1996
Patrick Hughes, CFA Patrick Hughes, CFA's PENSCO Trust Company Experience April 2015 - Present
Job SVP, Business Development at PENSCO Trust Company
Industry Investment Management
Experience
PENSCO Trust Company April 2015 - Present
First Quadrant April 2014 - March 2015
Franklin Templeton Investments April 2011 - April 2014
BNY Mellon June 2006 - April 2011
Pacific Property Company November 2004 - June 2006
Financial Engines (FNGN) June 1998 - October 2004
Mellon Capital Management November 1993 - June 1998
J.P. Morgan 1992 - 1993
Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, Equities, Investments, Mutual Funds, Portfolio Management, Sales, Strategy, Investment Management, Hedge Funds, Investment Strategies
Education
The Ohio State University Fisher College of Business 1990 — 1992
MBA, Finance and Real Estate
Miami University 1984 — 1988
BS, Finance and Real Estate
PENSCO Trust Company April 2015 - Present
First Quadrant April 2014 - March 2015
Franklin Templeton Investments April 2011 - April 2014
BNY Mellon June 2006 - April 2011
Pacific Property Company November 2004 - June 2006
Financial Engines (FNGN) June 1998 - October 2004
Mellon Capital Management November 1993 - June 1998
J.P. Morgan 1992 - 1993
Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, Equities, Investments, Mutual Funds, Portfolio Management, Sales, Strategy, Investment Management, Hedge Funds, Investment Strategies
Education
The Ohio State University Fisher College of Business 1990 — 1992
MBA, Finance and Real Estate
Miami University 1984 — 1988
BS, Finance and Real Estate
Mark Zemenak Mark Zemenak's PENSCO Trust Company Experience January 2010 - Present
Job Manager, Business Operations at Pensco Trust Company
Industry Financial Services
Experience
PENSCO Trust Company January 2010 - Present
Fiserv September 2004 - January 2010
Janus Capital Group March 2000 - June 2004
Swietlik Editorial Inc January 1997 - 1999
Skills
Financial Services, Risk Management, Strategic Planning, Securities, Mergers, Business Development, Budgets, Banking, Business Analysis, Vendor Management, Project Management, Equity Trading, Relationship Management, Process Improvement, Management, Mutual Funds, Investments, Mergers
Education
Colorado State University
BA, Liberal Arts
PENSCO Trust Company January 2010 - Present
Fiserv September 2004 - January 2010
Janus Capital Group March 2000 - June 2004
Swietlik Editorial Inc January 1997 - 1999
Skills
Financial Services, Risk Management, Strategic Planning, Securities, Mergers, Business Development, Budgets, Banking, Business Analysis, Vendor Management, Project Management, Equity Trading, Relationship Management, Process Improvement, Management, Mutual Funds, Investments, Mergers
Education
Colorado State University
BA, Liberal Arts
James Herold James Herold's PENSCO Trust Company Experience September 2006 - November 2010
Job Financial Services Professional
Industry Financial Services
Experience
Bank of the West August 2011 - Present
PENSCO Trust Company September 2006 - November 2010
E-LOAN 2006 - 2006
Bank of America 2004 - 2006
Fremont Bank 2003 - 2004
Bank of America 2000 - 2003
Skills
Management, Project Portfolio..., Banking
Education
University of Southern California - Marshall School of Business 1997 — 1998
MBA, Management
California State University-Los Angeles 1980 — 1984
BA, Communications
Pater Noster High School
Bank of the West August 2011 - Present
PENSCO Trust Company September 2006 - November 2010
E-LOAN 2006 - 2006
Bank of America 2004 - 2006
Fremont Bank 2003 - 2004
Bank of America 2000 - 2003
Skills
Management, Project Portfolio..., Banking
Education
University of Southern California - Marshall School of Business 1997 — 1998
MBA, Management
California State University-Los Angeles 1980 — 1984
BA, Communications
Pater Noster High School
Jay Price Jay Price's PENSCO Trust Company Experience January 2015 - Present
Job Vice President, Treasurer at PENSCO Trust Company
Industry Financial Services
Experience
Millbrae School District Board of Trustees February 2009 - Present
PENSCO Trust Company January 2015 - Present
URS Corporation September 2001 - February 2015
Con-Way, Inc. June 1999 - September 2001
Dresser Industries February 1998 - December 1998
LSG Sky Chefs April 1997 - February 1998
Alcon Laboratories, Inc. September 1992 - April 1997
Skills
Accounting, Credit, Corporate Treasury, Cash Forecasting, Capital Markets, International Treasury, Budgeting, FX, Repatriations, Inter-Company Management, In-House Banking, Cash Management, Finance
Education
Indiana University - Kelley School of Business 1990 — 1992
MBA, Finance
Oregon State University 1983 — 1987
BS, Business Admin & Mgmt Sciences
South Fremont High School 1981 — 1983
Custer High School 1979 — 1983
Millbrae School District Board of Trustees February 2009 - Present
PENSCO Trust Company January 2015 - Present
URS Corporation September 2001 - February 2015
Con-Way, Inc. June 1999 - September 2001
Dresser Industries February 1998 - December 1998
LSG Sky Chefs April 1997 - February 1998
Alcon Laboratories, Inc. September 1992 - April 1997
Skills
Accounting, Credit, Corporate Treasury, Cash Forecasting, Capital Markets, International Treasury, Budgeting, FX, Repatriations, Inter-Company Management, In-House Banking, Cash Management, Finance
Education
Indiana University - Kelley School of Business 1990 — 1992
MBA, Finance
Oregon State University 1983 — 1987
BS, Business Admin & Mgmt Sciences
South Fremont High School 1981 — 1983
Custer High School 1979 — 1983
Abby Lamothe's PENSCO Trust Company Experience May 2015 - Present
Job Audit Staff at Baker Newman Noyes
Industry Accounting
Experience
Baker Newman Noyes September 2015 - Present
PENSCO Trust Company May 2015 - Present
University of New Hampshire August 2012 - May 2015
University of New Hampshire August 2012 - May 2015
Flying Goat Farm June 2014 - November 2014
North Berwick Farmers' Market May 2012 - October 2014
Leone, McDonnell & Roberts, P.A. May 2014 - August 2014
The Soup Guy October 2013 - August 2014
Popper's at the Mill / Joinery Restaurant April 2013 - August 2014
Popper's at the Mill / Joinery Restuarant May 2012 - August 2014
Skills
Time Management, Leadership, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Accounting, Organization, Public Speaking, Statistics, Customer Service, Mathematics, Social Networking, Event Planning, Facebook, Research, Teaching, Community Outreach, QuickBooks, Social Media, Budgets, Critical Thinking, Telephone Skills, Coordinating Activities, Data Analysis, Volunteer Management, Data Entry, Photoshop, Photography, Financial Analysis, Databases, Small Business, Food & Beverage, Proofreading, Computers, Account Reconciliation, Bookkeeping, Lecturing, Restaurants, Tutoring, Salesforce.com, Team Building, Fundraising, Hospitality, Team Leadership, Quantitative Research
Education
University of New Hampshire 2014 — 2015
Master of Science (M.S.), Accounting
University of New Hampshire 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Baker Newman Noyes September 2015 - Present
PENSCO Trust Company May 2015 - Present
University of New Hampshire August 2012 - May 2015
University of New Hampshire August 2012 - May 2015
Flying Goat Farm June 2014 - November 2014
North Berwick Farmers' Market May 2012 - October 2014
Leone, McDonnell & Roberts, P.A. May 2014 - August 2014
The Soup Guy October 2013 - August 2014
Popper's at the Mill / Joinery Restaurant April 2013 - August 2014
Popper's at the Mill / Joinery Restuarant May 2012 - August 2014
Skills
Time Management, Leadership, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Accounting, Organization, Public Speaking, Statistics, Customer Service, Mathematics, Social Networking, Event Planning, Facebook, Research, Teaching, Community Outreach, QuickBooks, Social Media, Budgets, Critical Thinking, Telephone Skills, Coordinating Activities, Data Analysis, Volunteer Management, Data Entry, Photoshop, Photography, Financial Analysis, Databases, Small Business, Food & Beverage, Proofreading, Computers, Account Reconciliation, Bookkeeping, Lecturing, Restaurants, Tutoring, Salesforce.com, Team Building, Fundraising, Hospitality, Team Leadership, Quantitative Research
Education
University of New Hampshire 2014 — 2015
Master of Science (M.S.), Accounting
University of New Hampshire 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Jay Demski's PENSCO Trust Company Experience June 2014 - August 2014
Job Intern at BaseVenture
Industry Financial Services
Experience
BaseVenture June 2015 - Present
PENSCO Trust Company June 2014 - August 2014
Titus Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Microsoft Office, Social Media, Social Networking, Event Planning, Time Management, Customer Service, Research, Facebook, Critical Thinking
Education
Chapman University 2013 — 2016
Business Administration (Finance & Real Estate), Senior
Claremont McKenna College 2012 — 2013
Economics
BaseVenture June 2015 - Present
PENSCO Trust Company June 2014 - August 2014
Titus Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Microsoft Office, Social Media, Social Networking, Event Planning, Time Management, Customer Service, Research, Facebook, Critical Thinking
Education
Chapman University 2013 — 2016
Business Administration (Finance & Real Estate), Senior
Claremont McKenna College 2012 — 2013
Economics
Katheryn Katona Katheryn Katona's PENSCO Trust Company Experience August 2010 - May 2013
Job Manufacturer's Sales Representative at The Katona Agency
Industry Wholesale
Experience
The Katona Agency September 2013 - Present
PENSCO Trust Company August 2010 - May 2013
JPMorgan Chase September 2009 - August 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Asset Management, Finance, Public Speaking, Alternative Investments, Sales, Marketing, Sales Presentations
Education
Purdue University 2004 — 2008
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Middlesex University 2006 — 2007
The Katona Agency September 2013 - Present
PENSCO Trust Company August 2010 - May 2013
JPMorgan Chase September 2009 - August 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Asset Management, Finance, Public Speaking, Alternative Investments, Sales, Marketing, Sales Presentations
Education
Purdue University 2004 — 2008
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Middlesex University 2006 — 2007
Jennifer Teter Jennifer Teter's PENSCO Trust Company Experience March 2012 - March 2013
Job Senior Conversion Manager at Trust Company of America
Industry Financial Services
Experience
Trust Company of America September 2013 - Present
Trust Company of America March 2013 - September 2013
PENSCO Trust Company March 2012 - March 2013
Lincoln Trust Company December 2009 - March 2012
Fiserv ISS March 2008 - December 2009
Fiserv ISS October 2006 - March 2008
Fiserv ISS September 2005 - October 2006
Fiserv ISS March 2001 - September 2005
Janus Capital Group October 2000 - February 2001
Skills
Process Improvement
Education
University of Colorado Boulder 1996 — 2000
B.A., Economics
Trust Company of America September 2013 - Present
Trust Company of America March 2013 - September 2013
PENSCO Trust Company March 2012 - March 2013
Lincoln Trust Company December 2009 - March 2012
Fiserv ISS March 2008 - December 2009
Fiserv ISS October 2006 - March 2008
Fiserv ISS September 2005 - October 2006
Fiserv ISS March 2001 - September 2005
Janus Capital Group October 2000 - February 2001
Skills
Process Improvement
Education
University of Colorado Boulder 1996 — 2000
B.A., Economics
Adora Fong Adora Fong's PENSCO Trust Company Experience 2007 - 2009
Job CoFounder and Managing Director at Precision Counts
Industry Accounting
Experience
Precision Counts 2015 - Present
BrandGarage 2014 - Present
SearchForce, Inc. 2011 - Present
Octo Sales Consulting, LLC and Arta Holdings, LLC 2008 - Present
CoffeeTable (Real Valuable Corporation) 2012 - 2013
PENSCO Trust Company 2007 - 2009
Advent Software 1997 - 2005
Franklin Templeton Investments 1994 - 1997
Coopers & Lybrand 1991 - 1994
Skills
Accounting, Financial Analysis, Financial Reporting, Portfolio Management, Budgets, Financial Modeling, Sarbanes-Oxley Act, Finance, Cost Accounting, Due Diligence, QuickBooks, Strategic Financial..., GAAP, Start-ups, Mergers
Education
California State University-East Bay
Bachelor of Science - Accounting
Precision Counts 2015 - Present
BrandGarage 2014 - Present
SearchForce, Inc. 2011 - Present
Octo Sales Consulting, LLC and Arta Holdings, LLC 2008 - Present
CoffeeTable (Real Valuable Corporation) 2012 - 2013
PENSCO Trust Company 2007 - 2009
Advent Software 1997 - 2005
Franklin Templeton Investments 1994 - 1997
Coopers & Lybrand 1991 - 1994
Skills
Accounting, Financial Analysis, Financial Reporting, Portfolio Management, Budgets, Financial Modeling, Sarbanes-Oxley Act, Finance, Cost Accounting, Due Diligence, QuickBooks, Strategic Financial..., GAAP, Start-ups, Mergers
Education
California State University-East Bay
Bachelor of Science - Accounting
Eduardo Neal's PENSCO Trust Company Experience May 2008 - December 2008
Job PMP, CSM
Industry Financial Services
Experience
Bank of the West March 2015 - Present
Carlisle & Gallagher Consulting Group April 2013 - February 2015
JPMorgan Chase & Co. April 2013 - December 2014
Bank of the West April 2011 - August 2012
Wells Fargo January 2010 - January 2011
Deloitte January 2009 - September 2009
PENSCO Trust Company May 2008 - December 2008
First Republic Bank April 2002 - August 2007
MJK Clearing Inc October 2001 - April 2002
Wells Fargo Investments October 1999 - October 2001
Skills
Process Improvement, Integration, PMP, Financial Services, Series 7, Risk Management, SDLC, CRM, Mergers & Acquisitions, Training, Leadership, Testing, Banking, Management, Software Documentation, Vendor Management, Finance, Scrum, Access Database, Investments, Data Analysis, Equities, Change Management
Education
University of California, Santa Cruz 2005 — 2007
San Francisco State University
Bank of the West March 2015 - Present
Carlisle & Gallagher Consulting Group April 2013 - February 2015
JPMorgan Chase & Co. April 2013 - December 2014
Bank of the West April 2011 - August 2012
Wells Fargo January 2010 - January 2011
Deloitte January 2009 - September 2009
PENSCO Trust Company May 2008 - December 2008
First Republic Bank April 2002 - August 2007
MJK Clearing Inc October 2001 - April 2002
Wells Fargo Investments October 1999 - October 2001
Skills
Process Improvement, Integration, PMP, Financial Services, Series 7, Risk Management, SDLC, CRM, Mergers & Acquisitions, Training, Leadership, Testing, Banking, Management, Software Documentation, Vendor Management, Finance, Scrum, Access Database, Investments, Data Analysis, Equities, Change Management
Education
University of California, Santa Cruz 2005 — 2007
San Francisco State University
Jesse Sanders Jesse Sanders's PENSCO Trust Company Experience October 2012 - April 2013
Job Sr. Software engineer/Architect, Business Owner
Industry Computer Software
Experience
BrieBug Software, Inc. March 2009 - Present
Flatirons Solutions November 2013 - May 2014
Pearson eCollege May 2013 - September 2013
PENSCO Trust Company October 2012 - April 2013
eCollege March 2009 - October 2012
Fiserv 2004 - 2006
Archstone 2001 - 2001
Skills
AngularJS, Node.js, JavaScript, ExpressJS, MongoDB, Software Development, Agile Methodologies, Web Applications, Web Services, Web Development, REST, MVC, Integration, Microsoft SQL Server, SQL, HTML, CSS, Dojo, Scrum, Agile Project Management, T-SQL, Agile, Problem Solving, Architecture, TDD
Education
Regis University
BrieBug Software, Inc. March 2009 - Present
Flatirons Solutions November 2013 - May 2014
Pearson eCollege May 2013 - September 2013
PENSCO Trust Company October 2012 - April 2013
eCollege March 2009 - October 2012
Fiserv 2004 - 2006
Archstone 2001 - 2001
Skills
AngularJS, Node.js, JavaScript, ExpressJS, MongoDB, Software Development, Agile Methodologies, Web Applications, Web Services, Web Development, REST, MVC, Integration, Microsoft SQL Server, SQL, HTML, CSS, Dojo, Scrum, Agile Project Management, T-SQL, Agile, Problem Solving, Architecture, TDD
Education
Regis University
Taylor Close Taylor Close's PENSCO Trust Company Experience June 2012 - Present
Job Business Development Team at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company June 2012 - Present
Associated Credit Services November 2009 - November 2011
3A Motors July 2008 - August 2009
T.T. Buds Popcorn July 2007 - December 2007
Nashoba Valley Ski Area December 2004 - April 2006
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, Research, Data Entry, Social Media, Public Speaking, Analysis, Business Development, Management, Sales, Leadership
Education
Northeastern University 2005 — 2009
B.S., Business Administration, Entrepreneurship
Middlesex Community College 2004 — 2005
PENSCO Trust Company June 2012 - Present
Associated Credit Services November 2009 - November 2011
3A Motors July 2008 - August 2009
T.T. Buds Popcorn July 2007 - December 2007
Nashoba Valley Ski Area December 2004 - April 2006
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, Research, Data Entry, Social Media, Public Speaking, Analysis, Business Development, Management, Sales, Leadership
Education
Northeastern University 2005 — 2009
B.S., Business Administration, Entrepreneurship
Middlesex Community College 2004 — 2005
Lisa LaMunyon, M.A. Lisa LaMunyon, M.A.'s PENSCO Trust Company Experience July 2013 - February 2014
Job Treasury l Accounting Technician l Audit l Intermediate Reconciliation l Looking for new opportunities
Industry Accounting
Experience
Centerplate July 2012 - Present
Highline Academy Charter School December 2010 - Present
Aramark Refreshment Services April 2015 - September 2015
Pinnacol Assurance December 2014 - February 2015
Kaiser Permanente October 2014 - November 2014
Dumb Friends League March 2014 - May 2014
PENSCO Trust Company July 2013 - February 2014
Various Companies April 2009 - July 2013
Children's Hospital Colorado February 2012 - March 2012
Colorado Treasury Management Association September 2006 - June 2009
Skills
Fundraising, Process Improvement, Accounts Payable, Event Planning, Accounting, Customer Service, Community Outreach, Outlook, Social Networking, Account Reconciliation, PowerPoint, Data Entry, Cash Management, Negotiation, Inventory Management, Marketing Strategy, Creative Problem Solving, Internal Audit, Project Coordination, MS Project, Business Strategy, Financial Accounting, Bookkeeping, Higher Education, Creative Strategy, ERP, Internet Explorer, Acess, Board Development, Youth Work, Mutual Funds, Visionary, Conference Coordination, Non-profit..., Community Service, Excel, Volunteer Coordinator, Service Learning, Word, Payment Processing, Banking Operations, Documentation, AS400, Community Involvement, Raiser's Edge, DST, Alumni Relations, LinkedIn, Sunguard, Workers Compensation
Education
Colorado State University
Certificate May 2015, Project Management
H & R Block
Income Tax
University of Denver
Master of Arts (M.A.), Technology Management
Colorado State University
Bachelor of Science (B.S.), Finance
Colorado Student Information Users Group
Infinite Campus
Teaming for Technology www.t4tcolorado.org
Microsoft Office
Micasa Resource Center
Quickbooks Accountant
Denver Dataman
Microsoft Office 2007
Abraham Lincoln
Micasa Resource Center
Accounting, May 2015
Centerplate July 2012 - Present
Highline Academy Charter School December 2010 - Present
Aramark Refreshment Services April 2015 - September 2015
Pinnacol Assurance December 2014 - February 2015
Kaiser Permanente October 2014 - November 2014
Dumb Friends League March 2014 - May 2014
PENSCO Trust Company July 2013 - February 2014
Various Companies April 2009 - July 2013
Children's Hospital Colorado February 2012 - March 2012
Colorado Treasury Management Association September 2006 - June 2009
Skills
Fundraising, Process Improvement, Accounts Payable, Event Planning, Accounting, Customer Service, Community Outreach, Outlook, Social Networking, Account Reconciliation, PowerPoint, Data Entry, Cash Management, Negotiation, Inventory Management, Marketing Strategy, Creative Problem Solving, Internal Audit, Project Coordination, MS Project, Business Strategy, Financial Accounting, Bookkeeping, Higher Education, Creative Strategy, ERP, Internet Explorer, Acess, Board Development, Youth Work, Mutual Funds, Visionary, Conference Coordination, Non-profit..., Community Service, Excel, Volunteer Coordinator, Service Learning, Word, Payment Processing, Banking Operations, Documentation, AS400, Community Involvement, Raiser's Edge, DST, Alumni Relations, LinkedIn, Sunguard, Workers Compensation
Education
Colorado State University
Certificate May 2015, Project Management
H & R Block
Income Tax
University of Denver
Master of Arts (M.A.), Technology Management
Colorado State University
Bachelor of Science (B.S.), Finance
Colorado Student Information Users Group
Infinite Campus
Teaming for Technology www.t4tcolorado.org
Microsoft Office
Micasa Resource Center
Quickbooks Accountant
Denver Dataman
Microsoft Office 2007
Abraham Lincoln
Micasa Resource Center
Accounting, May 2015
Nicole Trujillo Nicole Trujillo's PENSCO Trust Company Experience April 2013 - March 2014
Job Support Analyst at Talisys Tech
Industry Financial Services
Experience
Talisys March 2014 - Present
PENSCO Trust Company April 2013 - March 2014
Charles Schwab July 2011 - December 2012
Broadridge December 2010 - July 2011
Macy's August 2010 - February 2011
Skills
Customer Service, Account Reconciliation, Technical Documentation, Data Entry, Events, Government, Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Training, Web Applications, Business Writing, Team Leadership, Cash Handling Experience, Volunteering, Retirement, Securities, Management, Financial Services, Requirements Analysis, SDLC, Software Project..., SQL, Software Documentation, Process Improvement
Education
Arapahoe Community College 2011 — 2015
Accounting
Talisys March 2014 - Present
PENSCO Trust Company April 2013 - March 2014
Charles Schwab July 2011 - December 2012
Broadridge December 2010 - July 2011
Macy's August 2010 - February 2011
Skills
Customer Service, Account Reconciliation, Technical Documentation, Data Entry, Events, Government, Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Training, Web Applications, Business Writing, Team Leadership, Cash Handling Experience, Volunteering, Retirement, Securities, Management, Financial Services, Requirements Analysis, SDLC, Software Project..., SQL, Software Documentation, Process Improvement
Education
Arapahoe Community College 2011 — 2015
Accounting
Troy Sampson's PENSCO Trust Company Experience April 2015 - Present
Job Software Engineer
Industry Computer Software
Experience
PENSCO Trust Company April 2015 - Present
IP Commerce February 2014 - April 2015
ifficient February 2013 - February 2014
CNJV May 2010 - February 2013
NICE Systems November 2009 - May 2010
Walla Walla Community College August 2009 - December 2009
Stock Building Supply June 2008 - July 2009
Skills
C#, VB.NET, ASP.NET, ASP.NET AJAX, ADO.NET, HTML + CSS, Object Oriented Design, Object Oriented Modeling, OOP, Design Patterns, Requirements Analysis, Requirements Gathering, Data Modeling, Data Analysis, Data Mining, Database Management, Databases, Backend Development, SQL, T-SQL, Microsoft SQL Server, Visual Studio, JavaScript, jQuery, jQuery UI, Front-end Design, Front-end Coding, AJAX Toolkit, ReSharper, VBA, Visio, Process Improvement, Systems Analysis, Process Modeling, Personal Development, Teaching, Microsoft Excel, Microsoft Office, Access, Windows, VBScript, Entity Framework, Arena Simulation..., Database Design, .NET, Analysis, CSS, Software Development, AJAX
Education
Capella University 2010 — 2012
MBA, Global Operations and Supply Chain Management, 3.8
University of Idaho 2004 — 2008
B.S., Production and Operations Management
PENSCO Trust Company April 2015 - Present
IP Commerce February 2014 - April 2015
ifficient February 2013 - February 2014
CNJV May 2010 - February 2013
NICE Systems November 2009 - May 2010
Walla Walla Community College August 2009 - December 2009
Stock Building Supply June 2008 - July 2009
Skills
C#, VB.NET, ASP.NET, ASP.NET AJAX, ADO.NET, HTML + CSS, Object Oriented Design, Object Oriented Modeling, OOP, Design Patterns, Requirements Analysis, Requirements Gathering, Data Modeling, Data Analysis, Data Mining, Database Management, Databases, Backend Development, SQL, T-SQL, Microsoft SQL Server, Visual Studio, JavaScript, jQuery, jQuery UI, Front-end Design, Front-end Coding, AJAX Toolkit, ReSharper, VBA, Visio, Process Improvement, Systems Analysis, Process Modeling, Personal Development, Teaching, Microsoft Excel, Microsoft Office, Access, Windows, VBScript, Entity Framework, Arena Simulation..., Database Design, .NET, Analysis, CSS, Software Development, AJAX
Education
Capella University 2010 — 2012
MBA, Global Operations and Supply Chain Management, 3.8
University of Idaho 2004 — 2008
B.S., Production and Operations Management
Jaime Pensabene's PENSCO Trust Company Experience 1995 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Robbins Family Law May 2014 - Present
PENSCO Trust Company 1995 - 2012
Skills
Securities, Alternative Investments, Microsoft Word, Research, Team Building, Customer Service, Data Entry, Microsoft Office, New Business Development, Investments, Mutual Funds, Access, Microsoft Excel, Data Analysis, Business Analysis, Software Documentation, Outlook, Risk Management, Banking, Analysis, Wealth Management, Financial Analysis, Finance, Financial Services, Portfolio Management
Education
University of San Diego 1990 — 1994
Bachelor's degree, International Studies and Spanish
Robbins Family Law May 2014 - Present
PENSCO Trust Company 1995 - 2012
Skills
Securities, Alternative Investments, Microsoft Word, Research, Team Building, Customer Service, Data Entry, Microsoft Office, New Business Development, Investments, Mutual Funds, Access, Microsoft Excel, Data Analysis, Business Analysis, Software Documentation, Outlook, Risk Management, Banking, Analysis, Wealth Management, Financial Analysis, Finance, Financial Services, Portfolio Management
Education
University of San Diego 1990 — 1994
Bachelor's degree, International Studies and Spanish
Khristine Atienza Khristine Atienza's PENSCO Trust Company Experience March 2008 - March 2012
Job Accounting Manager at Wikia
Industry Internet
Experience
Wikia August 2013 - Present
Wikia July 2012 - August 2013
BAM Software and Services, LLC March 2012 - June 2012
PENSCO Trust Company March 2008 - March 2012
ZANTAZ October 2006 - October 2007
Benefit Cosmetics 2005 - 2006
CaseCentral 2000 - 2005
Skills
Strategic Financial..., Corporate Finance, Databases, Bookkeeping, Research, Budgets, Financial Analysis, Accounts Payable, Analysis, Accounts Receivable, Account Reconciliation, Auditing, Finance, Accounting, Internal Controls, Financial Planning, Management, General Ledger, Microsoft Office
Education
San Francisco State University, College of Business 1998 — 2002
Bachelors of Science, International Business
UC Berkeley Extension
Accounting, Accounting
Wikia August 2013 - Present
Wikia July 2012 - August 2013
BAM Software and Services, LLC March 2012 - June 2012
PENSCO Trust Company March 2008 - March 2012
ZANTAZ October 2006 - October 2007
Benefit Cosmetics 2005 - 2006
CaseCentral 2000 - 2005
Skills
Strategic Financial..., Corporate Finance, Databases, Bookkeeping, Research, Budgets, Financial Analysis, Accounts Payable, Analysis, Accounts Receivable, Account Reconciliation, Auditing, Finance, Accounting, Internal Controls, Financial Planning, Management, General Ledger, Microsoft Office
Education
San Francisco State University, College of Business 1998 — 2002
Bachelors of Science, International Business
UC Berkeley Extension
Accounting, Accounting
Kirk Merritt Kirk Merritt's PENSCO Trust Company Experience August 1988 - Present
Job Director Compliance at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company August 1988 - Present
Skills
Mutual Funds, Securities, Project Management, Risk Management, Alternative Investments, Financial Services, Investments
Education
University of Northern Colorado 1981 — 1985
PENSCO Trust Company August 1988 - Present
Skills
Mutual Funds, Securities, Project Management, Risk Management, Alternative Investments, Financial Services, Investments
Education
University of Northern Colorado 1981 — 1985
Kelly Rodriques Kelly Rodriques's PENSCO Trust Company Experience March 2010 - Present
Job Entrepeneurial Leader
Industry Entertainment
Experience
PENSCO Trust Company March 2010 - Present
Ignition Entertainment Group September 2007 - January 2010
Totality 2003 - 2005
Novo 1994 - 2003
Books That Work 1992 - 1994
Ogilvy Interactive 1988 - 1991
Education
California State University, Fresno
BS
PENSCO Trust Company March 2010 - Present
Ignition Entertainment Group September 2007 - January 2010
Totality 2003 - 2005
Novo 1994 - 2003
Books That Work 1992 - 1994
Ogilvy Interactive 1988 - 1991
Education
California State University, Fresno
BS
Karen Walls Karen Walls's PENSCO Trust Company Experience November 2009 - Present
Job Relationship Manager at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company November 2009 - Present
Prime, Buchholz & Associates November 2000 - October 2008
John Hancock Signature Services June 1997 - November 2000
John Hancock Signature Services December 1995 - June 1997
Education
Southern New Hampshire University 1997 — 1999
MBA, Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BS Business Admin, Business
PENSCO Trust Company November 2009 - Present
Prime, Buchholz & Associates November 2000 - October 2008
John Hancock Signature Services June 1997 - November 2000
John Hancock Signature Services December 1995 - June 1997
Education
Southern New Hampshire University 1997 — 1999
MBA, Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
BS Business Admin, Business
Rachael Rand Rachael Rand's PENSCO Trust Company Experience January 2013 - Present
Job Office Manager & Client Experience Administrator at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company January 2013 - Present
PENSCO Trust Company March 2011 - January 2013
John Hancock Life Insurance Company (U.S.A.) September 2010 - March 2011
Commonwealth Financial Network December 2005 - August 2010
The Event Center at Yolanda's May 2005 - December 2005
Wheelock College February 2005 - April 2005
Walker Parking Consultants August 2004 - February 2005
Bentley College September 2002 - May 2004
Marsha Vitillo Academic Dean for Moses Brown School August 2001 - January 2002
Skills
Microsoft Office, Research, Business Development, Time Management, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Project Management, Marketing, Public Speaking, Social Media, Training, Event Planning, Fundraising, Budgets, Social Networking, Public Relations, Social Media Marketing
Education
Bentley University 2002 — 2004
BS
Muhlenberg College 1999 — 2001
Moses Brown School 1995 — 1999
High School Diploma
PENSCO Trust Company January 2013 - Present
PENSCO Trust Company March 2011 - January 2013
John Hancock Life Insurance Company (U.S.A.) September 2010 - March 2011
Commonwealth Financial Network December 2005 - August 2010
The Event Center at Yolanda's May 2005 - December 2005
Wheelock College February 2005 - April 2005
Walker Parking Consultants August 2004 - February 2005
Bentley College September 2002 - May 2004
Marsha Vitillo Academic Dean for Moses Brown School August 2001 - January 2002
Skills
Microsoft Office, Research, Business Development, Time Management, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Project Management, Marketing, Public Speaking, Social Media, Training, Event Planning, Fundraising, Budgets, Social Networking, Public Relations, Social Media Marketing
Education
Bentley University 2002 — 2004
BS
Muhlenberg College 1999 — 2001
Moses Brown School 1995 — 1999
High School Diploma
Cathy Mastroianna Cathy Mastroianna's PENSCO Trust Company Experience March 2012 - Present
Job Vendor Relations/ Purchasing and Facilities Management at Pensco Trust Company
Industry Financial Services
Experience
PENSCO Trust Company March 2012 - Present
Lincoln Trust Company November 2010 - March 2012
Trust Industrial Bank November 2009 - 2010
Fiserv Trust Company August 1999 - November 2009
Skills
reducing budget, Budgets, Process Improvement, Business Analysis, Management, Negotiation, Project Planning, Business Intelligence, Security, Contract Negotiation, IT Management, Purchasing, Enterprise Software, Vendor Management, Business Process..., Software Documentation, Analysis, Risk Management, Project Management
Education
Next Level Purchasing 2008 — 2008
SPSM Certification, Senior Professional in Supply Management
Front Range Community College 1998 — 2000
Associate, Computer Science
PENSCO Trust Company March 2012 - Present
Lincoln Trust Company November 2010 - March 2012
Trust Industrial Bank November 2009 - 2010
Fiserv Trust Company August 1999 - November 2009
Skills
reducing budget, Budgets, Process Improvement, Business Analysis, Management, Negotiation, Project Planning, Business Intelligence, Security, Contract Negotiation, IT Management, Purchasing, Enterprise Software, Vendor Management, Business Process..., Software Documentation, Analysis, Risk Management, Project Management
Education
Next Level Purchasing 2008 — 2008
SPSM Certification, Senior Professional in Supply Management
Front Range Community College 1998 — 2000
Associate, Computer Science
Heather Hanson Heather Hanson's PENSCO Trust Company Experience June 2012 - November 2013
Job Food Sourcing Manager at North Texas Food Bank
Industry Logistics and Supply Chain
Experience
North Texas Food Bank February 2015 - Present
Trader Joe's December 2013 - February 2015
PENSCO Trust Company June 2012 - November 2013
AT&T Mobility January 2012 - May 2012
Nanjing America University November 2010 - August 2011
Merrill Lynch February 2010 - May 2010
ARINC May 2008 - August 2009
Skills
Microsoft Office, Bloomberg Terminal, Intermediate Chinese, Microsoft Access, Quickbooks, Development Of Employees, Retail Sales Analysis, Inventory Planning, Visual Merchandising, Team Building, Employee Engagement, Mass Hiring, Real Estate Transactions, Client Services
Education
University of Arizona 2008 — 2011
Bachelor of Science in Business Administration, Finance
North Texas Food Bank February 2015 - Present
Trader Joe's December 2013 - February 2015
PENSCO Trust Company June 2012 - November 2013
AT&T Mobility January 2012 - May 2012
Nanjing America University November 2010 - August 2011
Merrill Lynch February 2010 - May 2010
ARINC May 2008 - August 2009
Skills
Microsoft Office, Bloomberg Terminal, Intermediate Chinese, Microsoft Access, Quickbooks, Development Of Employees, Retail Sales Analysis, Inventory Planning, Visual Merchandising, Team Building, Employee Engagement, Mass Hiring, Real Estate Transactions, Client Services
Education
University of Arizona 2008 — 2011
Bachelor of Science in Business Administration, Finance
Nathan Sjostrom Nathan Sjostrom's PENSCO Trust Company Experience March 2013 - Present
Job Securities Administration at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company March 2013 - Present
Jones International University November 2012 - March 2013
National Jewish Health July 2011 - November 2012
Financial Foundation Group June 2010 - November 2010
Education
North Dakota State University 1998 — 2005
BS, Business
PENSCO Trust Company March 2013 - Present
Jones International University November 2012 - March 2013
National Jewish Health July 2011 - November 2012
Financial Foundation Group June 2010 - November 2010
Education
North Dakota State University 1998 — 2005
BS, Business
Dan Rauch's PENSCO Trust Company Experience February 1998 - August 2002
Job Sr. Product Development Manager for Safeway
Industry Food & Beverages
Experience
Safeway July 2010 - Present
Mattson June 2008 - August 2010
U. C September 2006 - June 2008
Pensco Trust February 2006 - September 2006
Mellon Capital Mgmt February 2005 - February 2006
Chef, Various Restaurants November 2002 - February 2005
PENSCO Trust Company February 1998 - August 2002
Skills
Food Science, Food, Testing, Product Development, Excel, Research, R&D, Strategic Planning, Packaging, Word, Microsoft Office, Quality Assurance, Food Safety, Microsoft Word, Efficiency, Project Management, Food Technology, Management, Ingredients, Sensory Evaluation, Flavors, Food Industry, Food Processing, Microsoft Excel, Thorough Research, Product Innovation, Food Manufacturing, Dairy, Consumer Products, IBM AS/400, RPG Free, SQL, Food Service, Food Microbiology, Bakery, Frozen Food, Culinary Skills, Customer Insight, Catering, FMCG
Education
University of California, Davis 2006 — 2008
Masters, Food Science
Diablo Valley College 2003 — 2003
Culinary Arts, Culinary Arts and Management
University of California, Berkeley 1995 — 1997
Bachelor of Arts, Physical Sciences
Safeway July 2010 - Present
Mattson June 2008 - August 2010
U. C September 2006 - June 2008
Pensco Trust February 2006 - September 2006
Mellon Capital Mgmt February 2005 - February 2006
Chef, Various Restaurants November 2002 - February 2005
PENSCO Trust Company February 1998 - August 2002
Skills
Food Science, Food, Testing, Product Development, Excel, Research, R&D, Strategic Planning, Packaging, Word, Microsoft Office, Quality Assurance, Food Safety, Microsoft Word, Efficiency, Project Management, Food Technology, Management, Ingredients, Sensory Evaluation, Flavors, Food Industry, Food Processing, Microsoft Excel, Thorough Research, Product Innovation, Food Manufacturing, Dairy, Consumer Products, IBM AS/400, RPG Free, SQL, Food Service, Food Microbiology, Bakery, Frozen Food, Culinary Skills, Customer Insight, Catering, FMCG
Education
University of California, Davis 2006 — 2008
Masters, Food Science
Diablo Valley College 2003 — 2003
Culinary Arts, Culinary Arts and Management
University of California, Berkeley 1995 — 1997
Bachelor of Arts, Physical Sciences
Garrett Lee Garrett Lee's PENSCO Trust Company Experience February 2009 - March 2009
Job Technology Consultant | Project Manager
Industry Information Technology and Services
Experience
GT Nexus June 2012 - Present
Kaiser Permanente April 2010 - June 2012
API Systems, Inc. April 2009 - April 2010
PENSCO Trust Company February 2009 - March 2009
Richard J Lee Consulting January 2009 - March 2009
Marcus & Millichap July 2008 - November 2008
Skills
Project Management, Team Leadership, Consulting, Strategy, Marketing, Supply Chain Management, Technology, International Trade, Customer Success, Start-ups, Organizational Behavior, SaaS, Sustainability, Data Analysis, MS Project, Healthcare, Excel, PMI, SDLC, Cross-functional Team..., Analytics, Management, Software Project..., Integration, Communication, Product Management, Event Management, International Business, Market Research, Global Logistics, Process Improvement, Professional Services, Online Advertising, Product Marketing, Creative Solutions, Music, Finance
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA), Technology Consulting, Marketing, and Global Business
Skidmore College 2004 — 2008
BA, Economics, Psychology
Menlo School
GT Nexus June 2012 - Present
Kaiser Permanente April 2010 - June 2012
API Systems, Inc. April 2009 - April 2010
PENSCO Trust Company February 2009 - March 2009
Richard J Lee Consulting January 2009 - March 2009
Marcus & Millichap July 2008 - November 2008
Skills
Project Management, Team Leadership, Consulting, Strategy, Marketing, Supply Chain Management, Technology, International Trade, Customer Success, Start-ups, Organizational Behavior, SaaS, Sustainability, Data Analysis, MS Project, Healthcare, Excel, PMI, SDLC, Cross-functional Team..., Analytics, Management, Software Project..., Integration, Communication, Product Management, Event Management, International Business, Market Research, Global Logistics, Process Improvement, Professional Services, Online Advertising, Product Marketing, Creative Solutions, Music, Finance
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (MBA), Technology Consulting, Marketing, and Global Business
Skidmore College 2004 — 2008
BA, Economics, Psychology
Menlo School
Eric Rapp's PENSCO Trust Company Experience June 2014 - Present
Job VP Engineering at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company June 2014 - Present
Zonal Retail Data Systems September 2012 - May 2014
ProfitStreams August 2010 - September 2012
Lincoln Trust Company November 2009 - July 2010
Fiserv Investment Support Services April 2007 - July 2010
Dex Media 2004 - 2007
Compuware 2002 - 2004
Company39 2001 - 2002
iXL, Inc 1999 - 2001
First Trust Corporation 1990 - 1999
Skills
Agile Methodologies, Project Management, Software Development, Software Engineering, Software Project..., Enterprise Software, Software Design, Web Development, Web Services, Business Analysis, Analytics, Vendor Management, Management, Scrum, Strategic Planning, IT Strategy, Business Strategy, Mergers & Acquisitions, SharePoint, Start-ups, Process Improvement, Process Simulation, Integration, Oracle, Business Intelligence, SOA, Microsoft SQL Server, Business Development
Education
University of Denver 1997 — 1999
MIS, Computer Information Systems
Arizona State University 1988 — 1990
B.S., Finance
Arizona State University 1988 — 1990
B.S., Real Estate
PENSCO Trust Company June 2014 - Present
Zonal Retail Data Systems September 2012 - May 2014
ProfitStreams August 2010 - September 2012
Lincoln Trust Company November 2009 - July 2010
Fiserv Investment Support Services April 2007 - July 2010
Dex Media 2004 - 2007
Compuware 2002 - 2004
Company39 2001 - 2002
iXL, Inc 1999 - 2001
First Trust Corporation 1990 - 1999
Skills
Agile Methodologies, Project Management, Software Development, Software Engineering, Software Project..., Enterprise Software, Software Design, Web Development, Web Services, Business Analysis, Analytics, Vendor Management, Management, Scrum, Strategic Planning, IT Strategy, Business Strategy, Mergers & Acquisitions, SharePoint, Start-ups, Process Improvement, Process Simulation, Integration, Oracle, Business Intelligence, SOA, Microsoft SQL Server, Business Development
Education
University of Denver 1997 — 1999
MIS, Computer Information Systems
Arizona State University 1988 — 1990
B.S., Finance
Arizona State University 1988 — 1990
B.S., Real Estate
Bonnie Lewis's PENSCO Trust Company Experience March 2012 - June 2014
Job Vice President at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company March 2012 - June 2014
Lincoln Trust Company November 2008 - March 2012
Fiserv ISS (Fortune 500) 2006 - 2008
Fiserv ISS 2006 - 2008
Fiserv Investment Support Services (Fortune 500) 2006 - 2008
Retriever Payment Systems September 2001 - August 2006
OppenheimerFunds August 1995 - August 2001
Skills
Securities, Mutual Funds, Series 7, Investments, Risk Management, Wealth Management, Alternative Investments, Financial Services, Operations Management, 401k, Process Improvement, Equities, Portfolio Management, Asset Management, Asset Allocation
Education
University of Northern Colorado 1979 — 1983
Bachelor's degree, Psychology
PENSCO Trust Company March 2012 - June 2014
Lincoln Trust Company November 2008 - March 2012
Fiserv ISS (Fortune 500) 2006 - 2008
Fiserv ISS 2006 - 2008
Fiserv Investment Support Services (Fortune 500) 2006 - 2008
Retriever Payment Systems September 2001 - August 2006
OppenheimerFunds August 1995 - August 2001
Skills
Securities, Mutual Funds, Series 7, Investments, Risk Management, Wealth Management, Alternative Investments, Financial Services, Operations Management, 401k, Process Improvement, Equities, Portfolio Management, Asset Management, Asset Allocation
Education
University of Northern Colorado 1979 — 1983
Bachelor's degree, Psychology
Jennifer Kenjura's PENSCO Trust Company Experience 2006 - 2007
Job Lending Protection Manager, CUNA Mutual Insurance Society
Industry Banking
Experience
CUNA Mutual Insurance Society August 2007 - Present
PENSCO Trust Company 2006 - 2007
American Airlines Federal Credit Union 2000 - 2006
Cuna Mutual 2000 - 2006
Bank One 1997 - 2000
Houston Casualty 1995 - 1996
Education
Texas Woman's University 2004 — 2005
MBA
New Mexico State University 1994 — 1994
BBA, Finance
University of Toledo 1990 — 1994
BBA, Finance
CUNA Mutual Insurance Society August 2007 - Present
PENSCO Trust Company 2006 - 2007
American Airlines Federal Credit Union 2000 - 2006
Cuna Mutual 2000 - 2006
Bank One 1997 - 2000
Houston Casualty 1995 - 1996
Education
Texas Woman's University 2004 — 2005
MBA
New Mexico State University 1994 — 1994
BBA, Finance
University of Toledo 1990 — 1994
BBA, Finance
Todd Clarkston's PENSCO Trust Company Experience February 2013 - December 2013
Job Sr. Software Engineer at Federal Reserve Bank of Kansas City
Industry Computer Software
Experience
Federal Reserve Bank of Kansas City July 2014 - Present
WireServers June 2009 - Present
Chipotle Mexican Grill December 2013 - June 2014
PENSCO Trust Company February 2013 - December 2013
Visa February 2011 - August 2012
Quark November 2008 - February 2011
eBags July 2007 - November 2008
SPIREMEDIA, Inc. November 2006 - July 2007
LANDesk Software June 2004 - August 2005
JP Morgan Chase January 2004 - June 2004
Skills
ASP.NET, ASP.NET MVC, C#, WCF, jQuery, WPF, AJAX, Software Development, Microsoft SQL Server, Scrum, XML, Agile Methodologies, Visual Studio, REST, T-SQL, Web Applications, Web Services, .NET, JavaScript, IIS, LINQ, Web Development
Education
Arapahoe Community College 1994 — 1996
Aerospace Engineering
Federal Reserve Bank of Kansas City July 2014 - Present
WireServers June 2009 - Present
Chipotle Mexican Grill December 2013 - June 2014
PENSCO Trust Company February 2013 - December 2013
Visa February 2011 - August 2012
Quark November 2008 - February 2011
eBags July 2007 - November 2008
SPIREMEDIA, Inc. November 2006 - July 2007
LANDesk Software June 2004 - August 2005
JP Morgan Chase January 2004 - June 2004
Skills
ASP.NET, ASP.NET MVC, C#, WCF, jQuery, WPF, AJAX, Software Development, Microsoft SQL Server, Scrum, XML, Agile Methodologies, Visual Studio, REST, T-SQL, Web Applications, Web Services, .NET, JavaScript, IIS, LINQ, Web Development
Education
Arapahoe Community College 1994 — 1996
Aerospace Engineering
Laura Butler, MS, PHR's PENSCO Trust Company Experience March 2012 - October 2013
Job Human Resources Manager at Broadridge
Industry Human Resources
Experience
Broadridge August 2015 - Present
Pearl Izumi November 2013 - July 2015
PENSCO Trust Company March 2012 - October 2013
Lincoln Trust Company August 2010 - March 2012
Lincoln Trust Company December 2009 - July 2010
Fiserv Investment Support Services June 2000 - November 2009
Skills
Performance Management, Training, Instructional Design, Organizational..., Leadership Development, Benefits Administration, Payroll, Employee Relations, 401k, Process Improvement, Succession Planning, Management, Personnel Management, Recruiting, Human Resources, Onboarding, Talent Management, HRIS, Employee Engagement, Employee Benefits, Workforce Planning, Applicant Tracking..., Employee Training, College Recruiting, FMLA, Talent Acquisition
Education
Colorado State University 2009 — 2011
MS, Organizational Leadership
Regis University 2004 — 2009
BS, Human Resource Management, Communications
Broadridge August 2015 - Present
Pearl Izumi November 2013 - July 2015
PENSCO Trust Company March 2012 - October 2013
Lincoln Trust Company August 2010 - March 2012
Lincoln Trust Company December 2009 - July 2010
Fiserv Investment Support Services June 2000 - November 2009
Skills
Performance Management, Training, Instructional Design, Organizational..., Leadership Development, Benefits Administration, Payroll, Employee Relations, 401k, Process Improvement, Succession Planning, Management, Personnel Management, Recruiting, Human Resources, Onboarding, Talent Management, HRIS, Employee Engagement, Employee Benefits, Workforce Planning, Applicant Tracking..., Employee Training, College Recruiting, FMLA, Talent Acquisition
Education
Colorado State University 2009 — 2011
MS, Organizational Leadership
Regis University 2004 — 2009
BS, Human Resource Management, Communications
Joan Manning's PENSCO Trust Company Experience March 2012 - October 2012
Job Board Member and Volunteer at Friends of Haven
Industry Financial Services
Experience
Friends of The Haven April 2013 - Present
PENSCO Trust Company March 2012 - October 2012
Lincoln Trust Company December 2009 - March 2012
Fiserv Investment Support Services (subsidiary of Fiserv) September 2003 - December 2009
Resources Trust Company (subsidiary of Fiserv) May 2000 - September 2003
Lincoln Trust Company (subsidiary of Fiserv) April 1986 - May 2000
Skills
Management, Mergers & Acquisitions, Human Resources, Integration, Retirement, IRAs, Process Improvement, Business Analysis, Risk Management, Call Centers, Project Management, Mutual Funds, Strategic Planning, Finance, Leadership, Financial Services, Operations Management, Retirement Planning, Microsoft Office, Analysis
Education
University of Colorado Denver
Bachelor of Arts (B.A.)
Friends of The Haven April 2013 - Present
PENSCO Trust Company March 2012 - October 2012
Lincoln Trust Company December 2009 - March 2012
Fiserv Investment Support Services (subsidiary of Fiserv) September 2003 - December 2009
Resources Trust Company (subsidiary of Fiserv) May 2000 - September 2003
Lincoln Trust Company (subsidiary of Fiserv) April 1986 - May 2000
Skills
Management, Mergers & Acquisitions, Human Resources, Integration, Retirement, IRAs, Process Improvement, Business Analysis, Risk Management, Call Centers, Project Management, Mutual Funds, Strategic Planning, Finance, Leadership, Financial Services, Operations Management, Retirement Planning, Microsoft Office, Analysis
Education
University of Colorado Denver
Bachelor of Arts (B.A.)
Christian Stallkamp's PENSCO Trust Company Experience 2006 - 2008
Job Commercial Real Estate Broker at CBRE Portsmouth
Industry Real Estate
Experience
CBRE- Portsmouth 2011 - Present
The Kane Company 2007 - 2011
PENSCO Trust Company 2006 - 2008
Skills
Real Estate, Investment Properties, Real Estate Transactions, Leases, Real Estate Development, Sales, Location Intelligence, Landlords, Disposition, Tenant, Corporate Real Estate, Brokerage, Real Estate Economics, Lease Negotiations, Commercial Real Estate, Dispositions
Education
Bates College
BA
CBRE- Portsmouth 2011 - Present
The Kane Company 2007 - 2011
PENSCO Trust Company 2006 - 2008
Skills
Real Estate, Investment Properties, Real Estate Transactions, Leases, Real Estate Development, Sales, Location Intelligence, Landlords, Disposition, Tenant, Corporate Real Estate, Brokerage, Real Estate Economics, Lease Negotiations, Commercial Real Estate, Dispositions
Education
Bates College
BA
Carolyn Kelley's PENSCO Trust Company Experience March 2012 - Present
Job Lead Trust Processor at PENSCO
Industry Financial Services
Experience
PENSCO Trust Company March 2012 - Present
Eastern Corporate Federal Credit Union June 1988 - May 1993
Skills
Accounting, 401k
Education
North Shore Community College 1988 — 1990
Associates, Accounting
PENSCO Trust Company March 2012 - Present
Eastern Corporate Federal Credit Union June 1988 - May 1993
Skills
Accounting, 401k
Education
North Shore Community College 1988 — 1990
Associates, Accounting
Michelle Olmsted's PENSCO Trust Company Experience September 2014 - Present
Job Senior Project Manager & Scrum Master
Industry Information Technology and Services
Experience
PENSCO Trust Company September 2014 - Present
Digital First Media April 2014 - September 2014
EffectiveUI July 2008 - March 2014
Mckesson 2003 - 2008
McKesson Provider Technologies 2003 - 2008
EchoStar Corporation 1999 - 2003
Woodward Clyde 1994 - 1999
Frederic Printing 1989 - 1991
Skills
Project Management, Management, Agile Methodologies, Cross-functional Team..., Business Analysis, Software Project..., Process Improvement, Requirements Analysis, Information Architecture, SDLC, Integration, Agile Project Management, Vendor Management, Program Management, Requirements Gathering, CRM, PMP, Software Development, Scrum, Enterprise Software, SharePoint, Enterprise Architecture, Business Process, SaaS, PMO
Education
University of Denver
BSBA, Business administration, marketing
PENSCO Trust Company September 2014 - Present
Digital First Media April 2014 - September 2014
EffectiveUI July 2008 - March 2014
Mckesson 2003 - 2008
McKesson Provider Technologies 2003 - 2008
EchoStar Corporation 1999 - 2003
Woodward Clyde 1994 - 1999
Frederic Printing 1989 - 1991
Skills
Project Management, Management, Agile Methodologies, Cross-functional Team..., Business Analysis, Software Project..., Process Improvement, Requirements Analysis, Information Architecture, SDLC, Integration, Agile Project Management, Vendor Management, Program Management, Requirements Gathering, CRM, PMP, Software Development, Scrum, Enterprise Software, SharePoint, Enterprise Architecture, Business Process, SaaS, PMO
Education
University of Denver
BSBA, Business administration, marketing
Kristi Cottrell's PENSCO Trust Company Experience December 2013 - Present
Job Resignation Specialist
Industry Financial Services
Experience
PENSCO Trust Company December 2013 - Present
PENSCO Trust Company August 2007 - December 2013
Fiserv ISS October 2006 - August 2007
Skills
Microsoft Excel, Oracle SQL Developer, Organizational..., Time Management
Education
St. Ambrose University 2001 — 2005
Bachelor's degree, Marketing
PENSCO Trust Company December 2013 - Present
PENSCO Trust Company August 2007 - December 2013
Fiserv ISS October 2006 - August 2007
Skills
Microsoft Excel, Oracle SQL Developer, Organizational..., Time Management
Education
St. Ambrose University 2001 — 2005
Bachelor's degree, Marketing
Brian Martschinske's PENSCO Trust Company Experience 2012 - 2015
Job Sr. Client Relations Specialist at Pensco
Industry Financial Services
Experience
Pensco March 2012 - Present
PENSCO Trust Company 2012 - 2015
PENSCO Trust Company March 2012 - November 2012
Fiserv Trust Company July 2002 - March 2012
Lincoln Trust Company (formerly Fiserv Investment Support Services) January 2002 - March 2012
Fiserv ISS 2002 - 2009
Merrill Lynch 1998 - 2002
Skills
Mutual Funds, Securities, Financial Services, Investments, Series 7, Banking, Process Improvement, Business Analysis, Risk Management, 401k, Finance, Project Management, Vendor Management, Asset Managment, Insurance, Visio, Alternative Investments, Wealth Management
Education
Adams State College 1986 — 1990
BA, Speech Communications/Theater
Lake County High School 1983 — 1986
Pensco March 2012 - Present
PENSCO Trust Company 2012 - 2015
PENSCO Trust Company March 2012 - November 2012
Fiserv Trust Company July 2002 - March 2012
Lincoln Trust Company (formerly Fiserv Investment Support Services) January 2002 - March 2012
Fiserv ISS 2002 - 2009
Merrill Lynch 1998 - 2002
Skills
Mutual Funds, Securities, Financial Services, Investments, Series 7, Banking, Process Improvement, Business Analysis, Risk Management, 401k, Finance, Project Management, Vendor Management, Asset Managment, Insurance, Visio, Alternative Investments, Wealth Management
Education
Adams State College 1986 — 1990
BA, Speech Communications/Theater
Lake County High School 1983 — 1986
Carma Gaggero's PENSCO Trust Company Experience March 2012 - April 2014
Job EA to CoFounder / CoChairman at YapStone
Industry Renewables & Environment
Experience
YapStone April 2014 - Present
PENSCO Trust Company March 2012 - April 2014
Schott Solar 2012 - 2012
Thompson National Properties January 2009 - April 2010
MMA Renewable Ventures August 2006 - November 2008
Promontory Financial April 2004 - September 2005
The Staubach Company August 2001 - January 2004
d.t. advantage 1997 - 2000
San Francisco 49ers 1994 - 1995
Skills
Project Management, Calendaring, Event Planning, Strategy, Due Diligence, Analysis, Contract Negotiation, Management, Risk Management, Entrepreneurship, Asset Management, Portfolio Management, Management Consulting, Access
Education
St. Mary's College of California 1990 — 1995
Bachelor of Arts, English
San Ramon Highschool 1985 — 1989
YapStone April 2014 - Present
PENSCO Trust Company March 2012 - April 2014
Schott Solar 2012 - 2012
Thompson National Properties January 2009 - April 2010
MMA Renewable Ventures August 2006 - November 2008
Promontory Financial April 2004 - September 2005
The Staubach Company August 2001 - January 2004
d.t. advantage 1997 - 2000
San Francisco 49ers 1994 - 1995
Skills
Project Management, Calendaring, Event Planning, Strategy, Due Diligence, Analysis, Contract Negotiation, Management, Risk Management, Entrepreneurship, Asset Management, Portfolio Management, Management Consulting, Access
Education
St. Mary's College of California 1990 — 1995
Bachelor of Arts, English
San Ramon Highschool 1985 — 1989
Carla Lo Coco's PENSCO Trust Company Experience 2011 - 2011
Job Communications Lead at Salesforce
Industry Writing and Editing
Experience
Salesforce January 2015 - Present
salesforce.com April 2014 - January 2015
Self-employed January 2011 - April 2014
PENSCO Trust Company 2011 - 2011
Wells Fargo March 2009 - December 2010
Wells Fargo September 2006 - February 2009
Genentech August 2005 - August 2006
Charles Schwab & Co., Inc. 2000 - 2002
Skills
Writing, Editing, Internal Communications, Brand Awareness, Newsletters, Editorial, Social Media Marketing, Corporate Communications, Marketing Communications, Layout, Publishing, Publications, Web Content, Feature Articles, Advertising, Copy Editing, Strategic Communications, Web Design, Integrated Marketing, Copywriting, Marketing, Content Strategy, Content Management
Education
Carnegie Mellon University 2003 — 2004
MA, Professional Writing
Smith College 1996 — 2000
BA, French Studies, Economics
Head-Royce School
Salesforce January 2015 - Present
salesforce.com April 2014 - January 2015
Self-employed January 2011 - April 2014
PENSCO Trust Company 2011 - 2011
Wells Fargo March 2009 - December 2010
Wells Fargo September 2006 - February 2009
Genentech August 2005 - August 2006
Charles Schwab & Co., Inc. 2000 - 2002
Skills
Writing, Editing, Internal Communications, Brand Awareness, Newsletters, Editorial, Social Media Marketing, Corporate Communications, Marketing Communications, Layout, Publishing, Publications, Web Content, Feature Articles, Advertising, Copy Editing, Strategic Communications, Web Design, Integrated Marketing, Copywriting, Marketing, Content Strategy, Content Management
Education
Carnegie Mellon University 2003 — 2004
MA, Professional Writing
Smith College 1996 — 2000
BA, French Studies, Economics
Head-Royce School
Peggy Severs's PENSCO Trust Company Experience April 2013 - Present
Job Financial Specialist at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company April 2013 - Present
Colorado Department of Labor & Employment June 2010 - January 2012
Fiserv 1995 - 2008
Fiserv ISS 1995 - 2008
Fiserv (First Trust Corporation) 1991 - 1995
Fiserv 1985 - 1991
Fiserv September 1980 - June 1985
Skills
Microsoft Excel, Business Analysis, Outlook, Process Improvement, Financial Services, Securities, Teamwork, Customer Service, Data Entry, Windows, Access, Microsoft Word, Project Management, PowerPoint, Software Documentation, Microsoft Office
Education
Colorado State University-Pueblo
PENSCO Trust Company April 2013 - Present
Colorado Department of Labor & Employment June 2010 - January 2012
Fiserv 1995 - 2008
Fiserv ISS 1995 - 2008
Fiserv (First Trust Corporation) 1991 - 1995
Fiserv 1985 - 1991
Fiserv September 1980 - June 1985
Skills
Microsoft Excel, Business Analysis, Outlook, Process Improvement, Financial Services, Securities, Teamwork, Customer Service, Data Entry, Windows, Access, Microsoft Word, Project Management, PowerPoint, Software Documentation, Microsoft Office
Education
Colorado State University-Pueblo
Annie Carroll's PENSCO Trust Company Experience February 2013 - November 2013
Job Client Associate Special Projects at Larkspur Financial Advisors
Industry Financial Services
Experience
Larkspur Financial Advisors February 2015 - Present
Parker's Crazy Cookies LLC August 2014 - Present
PENSCO Trust Company February 2013 - November 2013
Forward Investing February 2012 - November 2012
Wells Fargo Advisors August 2007 - February 2012
Wells Fargo March 2005 - July 2007
Plumtree Software September 2003 - January 2005
Intraware September 2001 - August 2003
Intraware November 2000 - September 2001
Intraware March 2000 - November 2000
Skills
Credit, Series 63, Alternative Investments, Asset Allocation, Financial Services, Wealth Management, Business Development, Series 7, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Salesforce.com, Asset Managment, Series 66
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts (B.A.), Pre Law/ Political Science
The college preparatory school 1990 — 1995
Glorietta
Orinda Intermediate School
Larkspur Financial Advisors February 2015 - Present
Parker's Crazy Cookies LLC August 2014 - Present
PENSCO Trust Company February 2013 - November 2013
Forward Investing February 2012 - November 2012
Wells Fargo Advisors August 2007 - February 2012
Wells Fargo March 2005 - July 2007
Plumtree Software September 2003 - January 2005
Intraware September 2001 - August 2003
Intraware November 2000 - September 2001
Intraware March 2000 - November 2000
Skills
Credit, Series 63, Alternative Investments, Asset Allocation, Financial Services, Wealth Management, Business Development, Series 7, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Salesforce.com, Asset Managment, Series 66
Education
University of Colorado at Boulder 1995 — 1999
Bachelor of Arts (B.A.), Pre Law/ Political Science
The college preparatory school 1990 — 1995
Glorietta
Orinda Intermediate School
Cynthia Weaver's PENSCO Trust Company Experience February 2009 - Present
Job Corporate Strategy, PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company February 2009 - Present
Bank of America 1977 - 2008
Charles Schwab 2000 - 2004
Skills
Strategic Planning, Business Strategy, Mergers, Banking, Change Management, Process Improvement, Team Building, Operations Management, Call Center, Program Management, New Business Development, Continuous Improvement, Risk Management, Mergers & Acquisitions, Strategy, Securities, Portfolio Management, Call Centers, Vendor Management, Investments, Business Analysis, Financial Services, Asset Management, Series 7, Mutual Funds, Finance, Equities, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income
Education
University of San Francisco
BS, Organizational Behavior
PENSCO Trust Company February 2009 - Present
Bank of America 1977 - 2008
Charles Schwab 2000 - 2004
Skills
Strategic Planning, Business Strategy, Mergers, Banking, Change Management, Process Improvement, Team Building, Operations Management, Call Center, Program Management, New Business Development, Continuous Improvement, Risk Management, Mergers & Acquisitions, Strategy, Securities, Portfolio Management, Call Centers, Vendor Management, Investments, Business Analysis, Financial Services, Asset Management, Series 7, Mutual Funds, Finance, Equities, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income
Education
University of San Francisco
BS, Organizational Behavior
Doreen Chaisson's PENSCO Trust Company Experience June 2013 - Present
Job Director, Business Development Retail, PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company June 2013 - Present
PENSCO Trust Company November 2010 - June 2013
PENSCO Trust Company June 2001 - November 2010
Adelphia Cable - Londonderry, NH January 2001 - May 2001
WGOT / WPXB TV60, Manchester, NH June 1988 - October 2000
Skills
Office Management, Loans, Vendor Management, Alternative Investments, Project Management, Banking, Management, Negotiation, Investments, Strategic Planning, Training, Access, Business Development, Quality Assurance, Customer Service, New Business Development, SharePoint, Marketing, Microsoft Excel, Financial Services, SQL, Outlook, Process Improvement
Education
Boston University 1982 — 1986
BS, Summa Cum Laude, Broadcast & Film; minor in English
Norton High School 1978 — 1982
PENSCO Trust Company June 2013 - Present
PENSCO Trust Company November 2010 - June 2013
PENSCO Trust Company June 2001 - November 2010
Adelphia Cable - Londonderry, NH January 2001 - May 2001
WGOT / WPXB TV60, Manchester, NH June 1988 - October 2000
Skills
Office Management, Loans, Vendor Management, Alternative Investments, Project Management, Banking, Management, Negotiation, Investments, Strategic Planning, Training, Access, Business Development, Quality Assurance, Customer Service, New Business Development, SharePoint, Marketing, Microsoft Excel, Financial Services, SQL, Outlook, Process Improvement
Education
Boston University 1982 — 1986
BS, Summa Cum Laude, Broadcast & Film; minor in English
Norton High School 1978 — 1982
Marge Chapman's PENSCO Trust Company Experience Vice President & Compliance OfficerPENSCO Trust Company2007 - 2013
Job VIce President & Compliance Officer at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company Vice President & Compliance OfficerPENSCO Trust Company2007 - 2013
Education
University of Nebraska-Lincoln 1964 — 1968
PENSCO Trust Company Vice President & Compliance OfficerPENSCO Trust Company2007 - 2013
Education
University of Nebraska-Lincoln 1964 — 1968
Timothy Lawler, CLU®'s PENSCO Trust Company Experience February 2007 - May 2010
Job Financial services professional specializing in Life Insurance, Long Term Care Insurance, and Disability Insurance
Industry Insurance
Experience
owR Opinion June 2010 - Present
PENSCO Trust Company February 2007 - May 2010
Milliman March 2003 - December 2007
Netopia, Inc. July 2001 - March 2003
Nadeau - Furniture with a Soul October 1999 - May 2001
Skills
Outlook, Microsoft Word, SharePoint, Microsoft Excel, Software Documentation, Strategic Planning, Banking, Research, SQL, Social Media, Marketing, Customer Service, Business Analysis
Education
Boston College 1995 — 1999
Bachelor's Degree, Economics
Christian Brothers Academy 1991 — 1995
High School
owR Opinion June 2010 - Present
PENSCO Trust Company February 2007 - May 2010
Milliman March 2003 - December 2007
Netopia, Inc. July 2001 - March 2003
Nadeau - Furniture with a Soul October 1999 - May 2001
Skills
Outlook, Microsoft Word, SharePoint, Microsoft Excel, Software Documentation, Strategic Planning, Banking, Research, SQL, Social Media, Marketing, Customer Service, Business Analysis
Education
Boston College 1995 — 1999
Bachelor's Degree, Economics
Christian Brothers Academy 1991 — 1995
High School
Becky Fichter's PENSCO Trust Company Experience October 2012 - October 2014
Job Hair Stylist @ Celestial Hair Design
Industry Individual & Family Services
Experience
Shear Expressions August 2014 - Present
PENSCO Trust Company October 2012 - October 2014
Celestial Hair Design April 2013 - August 2014
Lakewood Generations November 2009 - April 2013
University Groundz Coffee House June 2011 - April 2012
Fiserv Investment Support Services May 1987 - September 2008
Education
Regency Beauty Institute-Lakewood
Cosmetology
Shear Expressions August 2014 - Present
PENSCO Trust Company October 2012 - October 2014
Celestial Hair Design April 2013 - August 2014
Lakewood Generations November 2009 - April 2013
University Groundz Coffee House June 2011 - April 2012
Fiserv Investment Support Services May 1987 - September 2008
Education
Regency Beauty Institute-Lakewood
Cosmetology
Amber Gartner's PENSCO Trust Company Experience October 2012 - Present
Job Business Analyst at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company October 2012 - Present
Amber January 2009 - Present
Howl at the Moon September 2013 - July 2014
Denver Public Schools February 2009 - June 2011
Clayton Fixed Income Services August 2006 - October 2008
Clayton 2006 - October 2008
Skills
Tutoring, Public Speaking, Curriculum Development, Editing, Staff Development, Event Planning, Fundraising, Data Analysis, Research, Spanish, Classroom Management, Program Development, Social Media, Microsoft Excel, Microsoft Office, Social Networking, Public Relations
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
B.S. Business Admin, Finance, International Business, Integrated Physiology, Music, Theatre
many 2001 — 2005
Bachelor of Science (BS), Finance
PENSCO Trust Company October 2012 - Present
Amber January 2009 - Present
Howl at the Moon September 2013 - July 2014
Denver Public Schools February 2009 - June 2011
Clayton Fixed Income Services August 2006 - October 2008
Clayton 2006 - October 2008
Skills
Tutoring, Public Speaking, Curriculum Development, Editing, Staff Development, Event Planning, Fundraising, Data Analysis, Research, Spanish, Classroom Management, Program Development, Social Media, Microsoft Excel, Microsoft Office, Social Networking, Public Relations
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
B.S. Business Admin, Finance, International Business, Integrated Physiology, Music, Theatre
many 2001 — 2005
Bachelor of Science (BS), Finance
Tyler Svitak's PENSCO Trust Company Experience November 2012 - January 2013
Job Director of Air Quality and Transportation at American Lung Association in Colorado
Industry Environmental Services
Experience
American Lung Association in Colorado September 2015 - Present
American Lung Association in Colorado November 2013 - Present
American Lung Association January 2013 - Present
PENSCO Trust Company November 2012 - January 2013
American Lung Association August 2011 - September 2012
Pioneer Plastics March 2011 - May 2012
University of Colorado Denver August 2008 - May 2012
Best Buy February 2011 - August 2011
Denver Metro Chamber Leadership Foundation 2009 - 2011
University of Colorado Denver August 2008 - May 2010
Skills
Customer Service, Logistics, Networking, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Inventory Management, Research, Public Speaking, Leadership, Event Planning, Time Management, Organization, Teamwork, Marketing, Critical Thinking, Project Management, Social Networking, Public Relations, Non-profits, GIS, Environmental Issues, contemporary issues, Political Science, Transportation, Professional Writing, Program Management, Data Analysis, Nonprofits, Policy, Event Management, Technical Writing, Analysis, Management, Project Planning, Sustainability, Grant Writing, Volunteer Management, Grants, Coaching, Community Development, Community Outreach, Energy, Fundraising, Government, Newsletters, Organizational..., Policy Analysis, Program Development
Education
University of Colorado at Denver 2008 — 2012
Bachelor of Arts, Geography/Environmental Studies, GPA 3.81
American Lung Association in Colorado September 2015 - Present
American Lung Association in Colorado November 2013 - Present
American Lung Association January 2013 - Present
PENSCO Trust Company November 2012 - January 2013
American Lung Association August 2011 - September 2012
Pioneer Plastics March 2011 - May 2012
University of Colorado Denver August 2008 - May 2012
Best Buy February 2011 - August 2011
Denver Metro Chamber Leadership Foundation 2009 - 2011
University of Colorado Denver August 2008 - May 2010
Skills
Customer Service, Logistics, Networking, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Inventory Management, Research, Public Speaking, Leadership, Event Planning, Time Management, Organization, Teamwork, Marketing, Critical Thinking, Project Management, Social Networking, Public Relations, Non-profits, GIS, Environmental Issues, contemporary issues, Political Science, Transportation, Professional Writing, Program Management, Data Analysis, Nonprofits, Policy, Event Management, Technical Writing, Analysis, Management, Project Planning, Sustainability, Grant Writing, Volunteer Management, Grants, Coaching, Community Development, Community Outreach, Energy, Fundraising, Government, Newsletters, Organizational..., Policy Analysis, Program Development
Education
University of Colorado at Denver 2008 — 2012
Bachelor of Arts, Geography/Environmental Studies, GPA 3.81
Gregg Monette's PENSCO Trust Company Experience September 2008 - Present
Job PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company September 2008 - Present
Fidelity Investments 1999 - 2008
Skills
Investments, Financial Services, Asset Management, Portfolio Management, Finance, Alternative Investments, Strategic Planning, Mergers, Banking
Education
Saint Michael's College
MBA, Business
PENSCO Trust Company September 2008 - Present
Fidelity Investments 1999 - 2008
Skills
Investments, Financial Services, Asset Management, Portfolio Management, Finance, Alternative Investments, Strategic Planning, Mergers, Banking
Education
Saint Michael's College
MBA, Business
Marcia Harris's PENSCO Trust Company Experience October 2010 - 2012
Job Internal Sales Coordinator at Verisight, Inc
Industry Banking
Experience
Verisight, Inc February 2015 - Present
PENSCO Trust Company October 2010 - 2012
PENSCO Trust Company October 1997 - October 2010
Westamerica Bank September 1992 - August 1997
Skills
Outlook, Data Entry, Filing, Microsoft Excel, Microsoft Word, Banking, Microsoft Office, Securities, Customer Service, Research, Investments, Alternative Investments, Retirement Planning, Real Estate, Financial Services, Accounting, Mutual Funds, Risk Management, Finance, Asset Management, Loans, Financial Analysis, Wealth Management, Portfolio Management, Mortgage Lending, Credit
Education
Solano Community College 2013 — 2015
Business/Corporate Communications
Novato High School 1976 — 1979
Verisight, Inc February 2015 - Present
PENSCO Trust Company October 2010 - 2012
PENSCO Trust Company October 1997 - October 2010
Westamerica Bank September 1992 - August 1997
Skills
Outlook, Data Entry, Filing, Microsoft Excel, Microsoft Word, Banking, Microsoft Office, Securities, Customer Service, Research, Investments, Alternative Investments, Retirement Planning, Real Estate, Financial Services, Accounting, Mutual Funds, Risk Management, Finance, Asset Management, Loans, Financial Analysis, Wealth Management, Portfolio Management, Mortgage Lending, Credit
Education
Solano Community College 2013 — 2015
Business/Corporate Communications
Novato High School 1976 — 1979
Jeff Fossan's PENSCO Trust Company Experience August 2009 - November 2013
Job CFO/Marketing, Lion & Foster International, Inc.
Industry Financial Services
Experience
Pensco Trust Company August 2009 - November 2013
Wealth Plus, Inc. September 2007 - December 2008
Burr Pilger Mayer November 2004 - September 2007
Prudential Financial Services April 2001 - October 2004
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Securities, Asset Management, Financial Services, Alternative Investments, Equities, Financial Analysis, Portfolio Management, Finance, Financial Advisory, Insurance
Education
University of San Francisco
Bachelor of Arts (B.A.), Economics
Pensco Trust Company August 2009 - November 2013
Wealth Plus, Inc. September 2007 - December 2008
Burr Pilger Mayer November 2004 - September 2007
Prudential Financial Services April 2001 - October 2004
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Securities, Asset Management, Financial Services, Alternative Investments, Equities, Financial Analysis, Portfolio Management, Finance, Financial Advisory, Insurance
Education
University of San Francisco
Bachelor of Arts (B.A.), Economics
Gerry Hibbs's PENSCO Trust Company Experience June 2011 - October 2013
Job IT Support at Amdocs
Industry Financial Services
Experience
LT Trust, formally known as Lincoln Trust January 2015 - Present
Amdocs October 2013 - Present
PENSCO Trust Company June 2011 - October 2013
Amdocs October 2008 - October 2013
Amdocs April 2008 - October 2013
Lincoln Trust Company 2008 - 2010
Fiserv ISS 1996 - 2008
Skills
SQL, Visio, SharePoint, Requirements Analysis, Business Analysis, SDLC, Unix, Software Documentation, Oracle, Agile Methodologies, Technical Support, Disaster Recovery, Integration, Databases, Vendor Management, Microsoft SQL Server, Requirements Gathering, Windows Server, Customer Service, IBM BPM, Software Development, Customer Support, Oracle Applications, IT Operations, Oracle IPM, Information Systems
Education
Denver Seminary 1981 — 1984
MDiv, Education
University of Nebraska-Lincoln 1973 — 1978
BA, Classical Greek, Philosophy, 3.881
LT Trust, formally known as Lincoln Trust January 2015 - Present
Amdocs October 2013 - Present
PENSCO Trust Company June 2011 - October 2013
Amdocs October 2008 - October 2013
Amdocs April 2008 - October 2013
Lincoln Trust Company 2008 - 2010
Fiserv ISS 1996 - 2008
Skills
SQL, Visio, SharePoint, Requirements Analysis, Business Analysis, SDLC, Unix, Software Documentation, Oracle, Agile Methodologies, Technical Support, Disaster Recovery, Integration, Databases, Vendor Management, Microsoft SQL Server, Requirements Gathering, Windows Server, Customer Service, IBM BPM, Software Development, Customer Support, Oracle Applications, IT Operations, Oracle IPM, Information Systems
Education
Denver Seminary 1981 — 1984
MDiv, Education
University of Nebraska-Lincoln 1973 — 1978
BA, Classical Greek, Philosophy, 3.881
Paul Britt, CFA's PENSCO Trust Company Experience November 2008 - August 2010
Job Senior Analyst at FactSet
Industry Financial Services
Experience
FactSet Research Systems, Inc April 2015 - Present
ETF.com September 2010 - March 2015
PENSCO Trust Company November 2008 - August 2010
Various Firms 1987 - 2007
Education
University of San Francisco
Master of Science, Financial Analysis
Rochester Institute of Technology
Bachelor of Science (B.S.)
FactSet Research Systems, Inc April 2015 - Present
ETF.com September 2010 - March 2015
PENSCO Trust Company November 2008 - August 2010
Various Firms 1987 - 2007
Education
University of San Francisco
Master of Science, Financial Analysis
Rochester Institute of Technology
Bachelor of Science (B.S.)
Casey Entzi's PENSCO Trust Company Experience January 2015 - Present
Job Senior Software Engineer at PENSCO Trust Company
Industry Computer Software
Experience
PENSCO Trust Company January 2015 - Present
KIOSK Information Systems August 2014 - January 2015
IP Commerce November 2012 - August 2014
ProfitStreams March 2011 - September 2012
Tek Systems October 2010 - March 2011
Skills
Microsoft SQL Server, .NET, C#, Agile Methodologies, XML, SQL, REST, JIRA, Web Services, SOAP, Programming, Software Development, Requirements Analysis, JavaScript, Scrum, Subversion, Team Leadership, C# 4.0, ASP.NET MVC, Quality Assurance, HTML, CSS, Business Analysis, Quality Center, WPF, Linux, MySQL, Web Applications
Education
Front Range Community College 2003 — 2014
Associates of Science
PENSCO Trust Company January 2015 - Present
KIOSK Information Systems August 2014 - January 2015
IP Commerce November 2012 - August 2014
ProfitStreams March 2011 - September 2012
Tek Systems October 2010 - March 2011
Skills
Microsoft SQL Server, .NET, C#, Agile Methodologies, XML, SQL, REST, JIRA, Web Services, SOAP, Programming, Software Development, Requirements Analysis, JavaScript, Scrum, Subversion, Team Leadership, C# 4.0, ASP.NET MVC, Quality Assurance, HTML, CSS, Business Analysis, Quality Center, WPF, Linux, MySQL, Web Applications
Education
Front Range Community College 2003 — 2014
Associates of Science
Christopher Shanahan's PENSCO Trust Company Experience January 2011 - Present
Job DirectorInvestment Review at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company January 2011 - Present
First Investors Corporation November 2009 - January 2010
Burr Pilger Mayer June 2008 - April 2009
Momo's Restaurant September 2006 - May 2008
Gensler May 2005 - August 2005
Skills
Analysis, Finance, Risk Management, Investments, Real Estate, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of San Francisco 2007 — 2009
BS, Business Administration; Finance
California State University-Chico 2004 — 2006
PENSCO Trust Company January 2011 - Present
First Investors Corporation November 2009 - January 2010
Burr Pilger Mayer June 2008 - April 2009
Momo's Restaurant September 2006 - May 2008
Gensler May 2005 - August 2005
Skills
Analysis, Finance, Risk Management, Investments, Real Estate, Microsoft Excel, Microsoft Word, Microsoft Office
Education
University of San Francisco 2007 — 2009
BS, Business Administration; Finance
California State University-Chico 2004 — 2006
Amber Dea's PENSCO Trust Company Experience March 2010 - July 2012
Job Operations Associate at First Republic Bank
Industry Financial Services
Experience
First Republic Securities Company July 2012 - Present
PENSCO Trust Company March 2010 - July 2012
Coldwell Banker Paramount Properties December 2009 - March 2010
Merrill Corporation July 2007 - September 2007
Skills
Outlook, PowerPoint, Real Estate, Research, Social Media Marketing, Account Reconciliation, Accounting, Administrative..., Banking, Data Entry, Internal Audit, Internal Controls, Loans, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Time Management, Data Analysis, Management, Marketing, Recruiting
Education
University of California, Riverside 2005 — 2009
Bachelor's degree, Business Administration
First Republic Securities Company July 2012 - Present
PENSCO Trust Company March 2010 - July 2012
Coldwell Banker Paramount Properties December 2009 - March 2010
Merrill Corporation July 2007 - September 2007
Skills
Outlook, PowerPoint, Real Estate, Research, Social Media Marketing, Account Reconciliation, Accounting, Administrative..., Banking, Data Entry, Internal Audit, Internal Controls, Loans, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Time Management, Data Analysis, Management, Marketing, Recruiting
Education
University of California, Riverside 2005 — 2009
Bachelor's degree, Business Administration
Osilone Abebe's PENSCO Trust Company Experience February 2010 - September 2011
Job I am key strategist for all graphic and marketing initiatives.
Industry Apparel & Fashion
Experience
Stella & Dot June 2015 - Present
Savills Studley, Inc January 2012 - June 2015
PENSCO Trust Company February 2010 - September 2011
Freelance November 2008 - October 2009
Federal Home Loan Bank of San Francisco July 2006 - October 2008
San Francisco State University August 2005 - May 2006
Skills
Illustrator, InDesign, Analysis, Microsoft Office, Marketing, Customer Service, Email Marketing, Microsoft Excel, Management, Research, Microsoft Word, Social Media, Financial Analysis, Finance, Outlook, Adobe Creative Suite, Strategic Planning, PowerPoint
Education
San Francisco State University 2001 — 2006
BA, Industrial Design
Brunel University London 2004 — 2005
Design and Engineering
Stella & Dot June 2015 - Present
Savills Studley, Inc January 2012 - June 2015
PENSCO Trust Company February 2010 - September 2011
Freelance November 2008 - October 2009
Federal Home Loan Bank of San Francisco July 2006 - October 2008
San Francisco State University August 2005 - May 2006
Skills
Illustrator, InDesign, Analysis, Microsoft Office, Marketing, Customer Service, Email Marketing, Microsoft Excel, Management, Research, Microsoft Word, Social Media, Financial Analysis, Finance, Outlook, Adobe Creative Suite, Strategic Planning, PowerPoint
Education
San Francisco State University 2001 — 2006
BA, Industrial Design
Brunel University London 2004 — 2005
Design and Engineering
Nicholas Slaughter's PENSCO Trust Company Experience September 2013 - Present
Job Financial Processor
Industry Banking
Experience
PENSCO Trust Company September 2013 - Present
FirstBank May 2009 - September 2013
Jacobs Entertainment, Inc. June 2007 - March 2010
Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, Project Management, Marketing, Leadership Development, Human Resources, •Customer service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Product Marketing, Educational Leadership, Adult Education, Notary Public, Bank Reconciliation, Bravo, DAS, CICS, •Problem..., Communication, Commercial Banking, Customer Service
Education
University of Northern Colorado 2002 — 2006
Secondary Education, Education/English/Theatre/Business
University of Northern Colorado 2002 — 2005
Bacholars
PENSCO Trust Company September 2013 - Present
FirstBank May 2009 - September 2013
Jacobs Entertainment, Inc. June 2007 - March 2010
Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, Project Management, Marketing, Leadership Development, Human Resources, •Customer service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Product Marketing, Educational Leadership, Adult Education, Notary Public, Bank Reconciliation, Bravo, DAS, CICS, •Problem..., Communication, Commercial Banking, Customer Service
Education
University of Northern Colorado 2002 — 2006
Secondary Education, Education/English/Theatre/Business
University of Northern Colorado 2002 — 2005
Bacholars
Nicholas Arnold's PENSCO Trust Company Experience August 2015 - Present
Job Software Engineer
Industry Computer Software
Experience
PENSCO Trust Company August 2015 - Present
Self Employed January 2011 - Present
Levels Beyond / Reach Engine March 2013 - July 2015
IIHR-Hydroscience & Engineering October 2006 - March 2013
Johnson County Information Technology September 2005 - October 2006
Rock Island County Abstract and Title Guaranty Co May 2003 - September 2006
Skills
Software Engineering, Java, JavaScript, Node.js, Web Applications, REST, TDD, Web Services, Full Stack Developement, Unix Shell Scripting, HTML, PostgreSQL, SQL, Spring DI, C#, CSS, Python, MySQL, Linux, Apache 2, PHP, GIS, Agile Application..., AJAX, Mule ESB, TestNG, Shell Scripting, Software Development
Education
University of Iowa
Computer Science
PENSCO Trust Company August 2015 - Present
Self Employed January 2011 - Present
Levels Beyond / Reach Engine March 2013 - July 2015
IIHR-Hydroscience & Engineering October 2006 - March 2013
Johnson County Information Technology September 2005 - October 2006
Rock Island County Abstract and Title Guaranty Co May 2003 - September 2006
Skills
Software Engineering, Java, JavaScript, Node.js, Web Applications, REST, TDD, Web Services, Full Stack Developement, Unix Shell Scripting, HTML, PostgreSQL, SQL, Spring DI, C#, CSS, Python, MySQL, Linux, Apache 2, PHP, GIS, Agile Application..., AJAX, Mule ESB, TestNG, Shell Scripting, Software Development
Education
University of Iowa
Computer Science
Matthew Guthrie's PENSCO Trust Company Experience November 2012 - June 2015
Job Financial Services Professional at PENSCO Trust Company, IRA Specialist
Industry Financial Services
Experience
PENSCO Trust Company November 2012 - June 2015
OppenheimerFunds November 2011 - May 2012
OppenheimerFunds December 2010 - May 2011
UNC Recreation Center August 2006 - April 2010
Skills
Financial Analysis, Time Management, Public Speaking, Financial Services, Microsoft Excel, Accounting, Portfolio Management, Program Management, Microsoft Office, PowerPoint, Customer Service, Budgets, Leadership, Mutual Funds, Microsoft Word, Research, Management, Financial Accounting, Marketing, Investments, Financial Modeling
Education
University of Northern Colorado 2006 — 2010
Bachelor of Science (B.S.), Finance, General
PENSCO Trust Company November 2012 - June 2015
OppenheimerFunds November 2011 - May 2012
OppenheimerFunds December 2010 - May 2011
UNC Recreation Center August 2006 - April 2010
Skills
Financial Analysis, Time Management, Public Speaking, Financial Services, Microsoft Excel, Accounting, Portfolio Management, Program Management, Microsoft Office, PowerPoint, Customer Service, Budgets, Leadership, Mutual Funds, Microsoft Word, Research, Management, Financial Accounting, Marketing, Investments, Financial Modeling
Education
University of Northern Colorado 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Heather Singhisen (Fitzmorris)'s PENSCO Trust Company Experience April 2015 - Present
Job Currently Seeking a positon in HR, Administration, Communication or PR
Industry Public Relations and Communications
Experience
PENSCO Trust Company April 2015 - Present
The Premier Group January 2015 - February 2015
Apria Healthcare July 2012 - January 2015
Ashford University October 2011 - July 2012
B's Tea Parlor May 2009 - December 2011
Starbucks Coffee August 2007 - October 2011
University of Colorado September 2010 - December 2010
Skills
Adobe Creative Suite, Interpersonal..., Editor Experience..., General Administrative..., Composing Press Releases, Microsoft Office, Event Planning, Marketing, Public Relations, Training, Professional..., Event Management, Customer Service
Education
Ashford University 2012 — 2013
Master of Arts (M.A.), Organizational Management
University of Colorado Denver 2009 — 2010
Bachelor of Arts (B.A.), Communication, General
Central Christian College of Kansas 2005 — 2007
A.A, General studies
PENSCO Trust Company April 2015 - Present
The Premier Group January 2015 - February 2015
Apria Healthcare July 2012 - January 2015
Ashford University October 2011 - July 2012
B's Tea Parlor May 2009 - December 2011
Starbucks Coffee August 2007 - October 2011
University of Colorado September 2010 - December 2010
Skills
Adobe Creative Suite, Interpersonal..., Editor Experience..., General Administrative..., Composing Press Releases, Microsoft Office, Event Planning, Marketing, Public Relations, Training, Professional..., Event Management, Customer Service
Education
Ashford University 2012 — 2013
Master of Arts (M.A.), Organizational Management
University of Colorado Denver 2009 — 2010
Bachelor of Arts (B.A.), Communication, General
Central Christian College of Kansas 2005 — 2007
A.A, General studies
Connie Martschinske's PENSCO Trust Company Experience February 2013 - November 2013
Job Front Desk Administrator _ Pathfinder a Schlumberger Company
Industry Oil & Energy
Experience
PENSCO Trust Company February 2013 - November 2013
Noble Energy June 2011 - January 2013
Cimarex Energy April 2011 - June 2011
MWH Global March 2011 - March 2011
EnCana August 2000 - February 2011
DCP Midstream May 1988 - August 2000
Skills
Payroll, Auditing, Employee Relations, Outlook, Human Resources, Oil&Gas, Deltek, Drug Testing, iCIMS, DISA, Ceridian, ADP Payroll, Microsoft Office, Lotus Notes, JD Edwards, Drug and Alcohol Testing, New Hire Orientations, Benefits Administration, Employee Benefits, Applicant Tracking..., Petroleum, HR Policies, Microsoft Excel
Education
Adams State University 1986 — 1988
Associates, Business
PENSCO Trust Company February 2013 - November 2013
Noble Energy June 2011 - January 2013
Cimarex Energy April 2011 - June 2011
MWH Global March 2011 - March 2011
EnCana August 2000 - February 2011
DCP Midstream May 1988 - August 2000
Skills
Payroll, Auditing, Employee Relations, Outlook, Human Resources, Oil&Gas, Deltek, Drug Testing, iCIMS, DISA, Ceridian, ADP Payroll, Microsoft Office, Lotus Notes, JD Edwards, Drug and Alcohol Testing, New Hire Orientations, Benefits Administration, Employee Benefits, Applicant Tracking..., Petroleum, HR Policies, Microsoft Excel
Education
Adams State University 1986 — 1988
Associates, Business
Alice Van Tassel's PENSCO Trust Company Experience July 2013 - July 2015
Job Marketing Professional
Industry Marketing and Advertising
Experience
PENSCO Trust Company July 2013 - July 2015
Lakeshore October 2012 - July 2013
Robert half - office team October 2012 - October 2012
Forrest Solutions Group March 2012 - June 2012
Bainbrook April 2011 - December 2011
Sunstock Music Festival June 2010 - August 2010
Headboard Hoodies May 2009 - August 2009
Skills
Adobe Creative Suite, MS Office Suite, Document Management, Basic HTML, Google Apps, ExpressionEngine, Client Services
Education
University of Colorado at Denver 2006 — 2010
Bachelor of Arts, English Literature
Pittsburgh Technical Institute 2003 — 2005
Associate, Business Administration
PENSCO Trust Company July 2013 - July 2015
Lakeshore October 2012 - July 2013
Robert half - office team October 2012 - October 2012
Forrest Solutions Group March 2012 - June 2012
Bainbrook April 2011 - December 2011
Sunstock Music Festival June 2010 - August 2010
Headboard Hoodies May 2009 - August 2009
Skills
Adobe Creative Suite, MS Office Suite, Document Management, Basic HTML, Google Apps, ExpressionEngine, Client Services
Education
University of Colorado at Denver 2006 — 2010
Bachelor of Arts, English Literature
Pittsburgh Technical Institute 2003 — 2005
Associate, Business Administration
Jason Tripp's PENSCO Trust Company Experience July 2013 - Present
Job Director of Compliance & Enterprise Risk Management at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company July 2013 - Present
Belvedere Advisors LLC May 2006 - Present
VWM Insurance Services January 2013 - July 2013
Livevol Securities January 2013 - July 2013
Westhoff, Cone & Holmstedt January 2009 - July 2013
Sutter Securities Incorporated September 2008 - July 2013
Burrill Merchant Advisors Group May 2006 - July 2013
Continental Investor Services 2012 - 2013
Atlas Securities 2003 - 2004
FINRA January 2000 - May 2003
Skills
FINRA, AML, Investment Advisory, Securities, Hedge Funds, Compliance, Securities Regulation, Series 24, Options, USA PATRIOT Act, BSA, Equities, Fixed Income, OFAC, Regulatory Risk, KYC, Bank Secrecy Act, Series 7, Due Diligence, Derivatives, Regulatory Reporting, Series 63, Mutual Funds, Compliance Management, Compliance Audits, SEC reporting, Corporate Governance, Sanctions, Series 3, Executive Management, Private Placements, ERISA, Fraud, Ethics, Alternative Investments, Operational Risk, Risk, Asset Management, Enterprise Risk..., Risk Management, Internal Audit, Capital Markets, Privacy, Internal Investigations, Corporate Finance, Mergers, Investments, Trading, Research Analyst
Education
University of Arizona 1993 — 1997
Bachelors, Accounting
University of Arizona
Accounting, Accounting
PENSCO Trust Company July 2013 - Present
Belvedere Advisors LLC May 2006 - Present
VWM Insurance Services January 2013 - July 2013
Livevol Securities January 2013 - July 2013
Westhoff, Cone & Holmstedt January 2009 - July 2013
Sutter Securities Incorporated September 2008 - July 2013
Burrill Merchant Advisors Group May 2006 - July 2013
Continental Investor Services 2012 - 2013
Atlas Securities 2003 - 2004
FINRA January 2000 - May 2003
Skills
FINRA, AML, Investment Advisory, Securities, Hedge Funds, Compliance, Securities Regulation, Series 24, Options, USA PATRIOT Act, BSA, Equities, Fixed Income, OFAC, Regulatory Risk, KYC, Bank Secrecy Act, Series 7, Due Diligence, Derivatives, Regulatory Reporting, Series 63, Mutual Funds, Compliance Management, Compliance Audits, SEC reporting, Corporate Governance, Sanctions, Series 3, Executive Management, Private Placements, ERISA, Fraud, Ethics, Alternative Investments, Operational Risk, Risk, Asset Management, Enterprise Risk..., Risk Management, Internal Audit, Capital Markets, Privacy, Internal Investigations, Corporate Finance, Mergers, Investments, Trading, Research Analyst
Education
University of Arizona 1993 — 1997
Bachelors, Accounting
University of Arizona
Accounting, Accounting
James Goldman's PENSCO Trust Company Experience December 2012 - Present
Job Client Services at Pensco Trust Company
Industry Financial Services
Experience
Pensco Trust Company December 2012 - Present
Japon Sushi May 2005 - August 2012
University of Colorado Finance Program August 2007 - May 2012
Pentax May 2011 - August 2011
Skills
Intermediate Japanese, Soccer, Japanese, International Business, French, Debate, Order Fulfillment, Partnerships, Control Theory, Emerging Technologies, Liaison, Media Analysis, Chinese, Cantonese, English, International Sales, Start-ups, Stata
Education
University of Colorado at Boulder 2008 — 2012
BS, Finance
George Mason University - School of Management 2006 — 2007
Pensco Trust Company December 2012 - Present
Japon Sushi May 2005 - August 2012
University of Colorado Finance Program August 2007 - May 2012
Pentax May 2011 - August 2011
Skills
Intermediate Japanese, Soccer, Japanese, International Business, French, Debate, Order Fulfillment, Partnerships, Control Theory, Emerging Technologies, Liaison, Media Analysis, Chinese, Cantonese, English, International Sales, Start-ups, Stata
Education
University of Colorado at Boulder 2008 — 2012
BS, Finance
George Mason University - School of Management 2006 — 2007
Beth St.Hilaire's PENSCO Trust Company Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Various July 2012 - Present
PENSCO Trust Company 2011 - 2012
KNF&T Staffing Resources September 2010 - February 2011
N/A June 2009 - August 2010
Morgan Stanley August 2008 - June 2009
MetLife May 2006 - April 2008
University of New Hampshire October 2002 - May 2006
University of New Hampshire September 1994 - October 2002
Skills
Securities, Mutual Funds, Alternative Investments, Financial Services, Asset Managment, Office Management, Supervising, Team Building, Streamlining Operations, Investments, Asset Allocation, Accounting, Human Resources, Account Management, Auditing, Customer Service, Time Management, Pensions, Invoicing, Employee Benefits, Insurance, Asset Management, Business Development, Fixed Income
Education
American College Testing, Inc. 2012 — 2012
National Career Readiness Certificate, Silver
Blended Solutions Technical Institute
60 Hours of Instruction from Patrick Hynds, MS Regional Director for Boston, Massachusetts, Implementing and Maintaining MS SQL Server Database
Granite State College
Bachelor of Science (BS), Management
Great Bay Community College
Various July 2012 - Present
PENSCO Trust Company 2011 - 2012
KNF&T Staffing Resources September 2010 - February 2011
N/A June 2009 - August 2010
Morgan Stanley August 2008 - June 2009
MetLife May 2006 - April 2008
University of New Hampshire October 2002 - May 2006
University of New Hampshire September 1994 - October 2002
Skills
Securities, Mutual Funds, Alternative Investments, Financial Services, Asset Managment, Office Management, Supervising, Team Building, Streamlining Operations, Investments, Asset Allocation, Accounting, Human Resources, Account Management, Auditing, Customer Service, Time Management, Pensions, Invoicing, Employee Benefits, Insurance, Asset Management, Business Development, Fixed Income
Education
American College Testing, Inc. 2012 — 2012
National Career Readiness Certificate, Silver
Blended Solutions Technical Institute
60 Hours of Instruction from Patrick Hynds, MS Regional Director for Boston, Massachusetts, Implementing and Maintaining MS SQL Server Database
Granite State College
Bachelor of Science (BS), Management
Great Bay Community College
Mary Wimbley's PENSCO Trust Company Experience January 2006 - 2012
Job Assistant Vice President Private Placement at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company January 2006 - 2012
Skills
Real Estate Economics, Loans, Alternative Investments, Securities, Mutual Funds, Investments, Wealth Management, Asset Managment, Microsoft Excel, Microsoft Word, Asset Management, Banking, Retirement Planning, IRAs, Portfolio Management
Education
California State University-Fresno 1965 — 1990
Bachelor's degree, Finance, General
PENSCO Trust Company January 2006 - 2012
Skills
Real Estate Economics, Loans, Alternative Investments, Securities, Mutual Funds, Investments, Wealth Management, Asset Managment, Microsoft Excel, Microsoft Word, Asset Management, Banking, Retirement Planning, IRAs, Portfolio Management
Education
California State University-Fresno 1965 — 1990
Bachelor's degree, Finance, General
Patrick McClellan's PENSCO Trust Company Experience December 2013 - Present
Job Client Service Representative
Industry Insurance
Experience
PENSCO Trust Company December 2013 - Present
BBVA Compass November 2012 - December 2013
Carl Gregory Hyundai June 2012 - September 2012
Carl Gregory Hyundai May 2010 - July 2010
Skills
Windows XP Pro, Windows 7, Ubuntu, Proficient Typing Skills, Sales, Employee Benefits, Consumer Lending, Small Business Lending, Networking, Credit, Banking, Microsoft Office 2007, Computer Hardware, Lines Of Credit, Windows XP, Loans
Education
Troy University 2008 — 2012
Bachelor of Science (BS), Mathematics
PENSCO Trust Company December 2013 - Present
BBVA Compass November 2012 - December 2013
Carl Gregory Hyundai June 2012 - September 2012
Carl Gregory Hyundai May 2010 - July 2010
Skills
Windows XP Pro, Windows 7, Ubuntu, Proficient Typing Skills, Sales, Employee Benefits, Consumer Lending, Small Business Lending, Networking, Credit, Banking, Microsoft Office 2007, Computer Hardware, Lines Of Credit, Windows XP, Loans
Education
Troy University 2008 — 2012
Bachelor of Science (BS), Mathematics
Edward Voss's PENSCO Trust Company Experience February 2004 - Present
Job Internal Audit Manager at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company February 2004 - Present
RCM Global Investors April 2000 - February 2004
California Bank & Trust February 1980 - April 2000
Skills
Risk Management, Finance, Banking, Financial Analysis, Financial Risk, Financial Services, Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act
Education
Computer Learning Center 1980 — 1981
Certificate in Computer Programming, Basic computer languages, RPGII, Cobol, Assembly language, B+
University of California, Berkeley 1970 — 1972
Bachelor's Degree, Business Administration and Management, General
PENSCO Trust Company February 2004 - Present
RCM Global Investors April 2000 - February 2004
California Bank & Trust February 1980 - April 2000
Skills
Risk Management, Finance, Banking, Financial Analysis, Financial Risk, Financial Services, Internal Controls, Auditing, Internal Audit, Sarbanes-Oxley Act
Education
Computer Learning Center 1980 — 1981
Certificate in Computer Programming, Basic computer languages, RPGII, Cobol, Assembly language, B+
University of California, Berkeley 1970 — 1972
Bachelor's Degree, Business Administration and Management, General
Julian Tam's PENSCO Trust Company Experience May 2012 - September 2012
Job Student at University of California, Merced
Industry Biotechnology
Experience
PENSCO Trust Company May 2012 - September 2012
Education
University of California, Merced 2011 — 2014
PENSCO Trust Company May 2012 - September 2012
Education
University of California, Merced 2011 — 2014