Resources Trust Company
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Resources Trust Company Employees
Employee
Years
Job
Industry
Steve Chmelka, CRC Steve Chmelka, CRC's Resources Trust Company Experience 1994 - 1999
Job Senior Advanced Marketing Consultant at Pacific Life
Industry Insurance
Experience
Pacific Life September 1999 - Present
Resources Trust Company 1994 - 1999
Sun America 1991 - 1994
Skills
Mutual Funds, Long-term Care, Retirement Planning, Public Speaking, Asset Allocation, Advanced Sales, IRAs, Employer Sponsored..., Annuities, Income Planning, Income Protection, Legacy Strategies, Sales & Marketing, Instructor-led Training, Webinars, Estate Planning, Series 6, Series 63
Education
California State University-Northridge
Bachelor of Arts (B.A.), Speech Communication and Marketing
Pacific Life September 1999 - Present
Resources Trust Company 1994 - 1999
Sun America 1991 - 1994
Skills
Mutual Funds, Long-term Care, Retirement Planning, Public Speaking, Asset Allocation, Advanced Sales, IRAs, Employer Sponsored..., Annuities, Income Planning, Income Protection, Legacy Strategies, Sales & Marketing, Instructor-led Training, Webinars, Estate Planning, Series 6, Series 63
Education
California State University-Northridge
Bachelor of Arts (B.A.), Speech Communication and Marketing
Diane Bishop Diane Bishop's Resources Trust Company Experience November 2000 - January 2003
Job Editor in Chief at Science of Mind Magazine
Industry Marketing and Advertising
Experience
Science of Mind Magazine February 2014 - Present
Divine Spark Living July 2010 - Present
Momentum Markeing & Public Relations August 2008 - Present
Centers for Spiritual Living January 2013 - January 2014
Science of Mind magazine March 2011 - 2014
Fiserv Investment Support Services, a Fortune 500 company 2005 - 2008
Fiserv Investment Support Services January 2003 - May 2005
Resources Trust Company November 2000 - January 2003
TT Publications 1989 - 2000
Skills
Public Relations, Social Media Marketing, Copywriting, Social Media, Editing, Public Speaking, Event Planning, Marketing, Online Advertising, Internal Communications, Content Management, SEO, Blogging, Media Relations, Integrated Marketing, Leadership, Project Management, Training, Proofreading, Press Releases, Corporate Communications, Strategy, Advertising, Brand Development, Management, Journalism, Strategic Planning, Interviews, Social Networking, Publications, Publishing
Education
United Centers of Spiritual Living 2008 — 2010
Religious Science Practitioner, Religious Science
Florida International University 1980 — 1982
Bachelor of Science, communications
Science of Mind Magazine February 2014 - Present
Divine Spark Living July 2010 - Present
Momentum Markeing & Public Relations August 2008 - Present
Centers for Spiritual Living January 2013 - January 2014
Science of Mind magazine March 2011 - 2014
Fiserv Investment Support Services, a Fortune 500 company 2005 - 2008
Fiserv Investment Support Services January 2003 - May 2005
Resources Trust Company November 2000 - January 2003
TT Publications 1989 - 2000
Skills
Public Relations, Social Media Marketing, Copywriting, Social Media, Editing, Public Speaking, Event Planning, Marketing, Online Advertising, Internal Communications, Content Management, SEO, Blogging, Media Relations, Integrated Marketing, Leadership, Project Management, Training, Proofreading, Press Releases, Corporate Communications, Strategy, Advertising, Brand Development, Management, Journalism, Strategic Planning, Interviews, Social Networking, Publications, Publishing
Education
United Centers of Spiritual Living 2008 — 2010
Religious Science Practitioner, Religious Science
Florida International University 1980 — 1982
Bachelor of Science, communications
Carol Gillet Carol Gillet's Resources Trust Company Experience 1983 - 2000
Job Director of Asset Management Operations, Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2010 - Present
Fiserv Investment Support Services (Fiserv Trust Company) January 1999 - July 2008
Fiserv ISS 1999 - 2008
Resources Trust Company 1983 - 2000
Skills
Mergers, Call Center, Product Development, Team Leadership, Project Planning, BPO, Project Management, Cross-functional Team..., Management, Process Improvement, Call Centers, Leadership, Mergers & Acquisitions, Coaching, Customer Service, Program Management, Analysis, Training, Marketing, Team Building, Business Process..., Strategic Planning, Leadership Development, Enterprise Software, Budgets, Business Strategy, Marketing Strategy, Team Management, Employee Training, Strategy, Negotiation, Policy, Business Analysis, Vendor Management, Change Management, Risk Management, CRM, Management Consulting, Executive Management, Operations Management, Organizational..., Investments, Business Development, Performance Management, Start-ups, Financial Services, Product Management, Contract Negotiation
Education
Colorado State University 1978 — 1982
MS, Forest Entomology
Colorado State University 1974 — 1978
BS, Forest Biology
Charles Schwab November 2010 - Present
Fiserv Investment Support Services (Fiserv Trust Company) January 1999 - July 2008
Fiserv ISS 1999 - 2008
Resources Trust Company 1983 - 2000
Skills
Mergers, Call Center, Product Development, Team Leadership, Project Planning, BPO, Project Management, Cross-functional Team..., Management, Process Improvement, Call Centers, Leadership, Mergers & Acquisitions, Coaching, Customer Service, Program Management, Analysis, Training, Marketing, Team Building, Business Process..., Strategic Planning, Leadership Development, Enterprise Software, Budgets, Business Strategy, Marketing Strategy, Team Management, Employee Training, Strategy, Negotiation, Policy, Business Analysis, Vendor Management, Change Management, Risk Management, CRM, Management Consulting, Executive Management, Operations Management, Organizational..., Investments, Business Development, Performance Management, Start-ups, Financial Services, Product Management, Contract Negotiation
Education
Colorado State University 1978 — 1982
MS, Forest Entomology
Colorado State University 1974 — 1978
BS, Forest Biology
Mark Stewart, APA QKA Mark Stewart, APA QKA's Resources Trust Company Experience 1997 - 1998
Job Compliance Specialist Manager
Industry Financial Services
Experience
Directed Equity July 2015 - Present
Great-West Retirement Services November 1999 - July 2015
Aurora Note Masters January 2009 - November 2010
Janus Capital Group 1998 - 1999
Resources Trust Company 1997 - 1998
Southland Corporation 1985 - 1997
Skills
Series 6, Series 63, Mutual Funds, FINRA, ERISA, Investments, Retirement Planning, Insurance, Series 24, Series 7, Asset Allocation, Non-Qualified Deferred..., Defined Contribution, Uniform Combined State..., Compliance, 401k
Education
University of Colorado at Denver 1989 — 1996
Bachelor of Science, Finance
Directed Equity July 2015 - Present
Great-West Retirement Services November 1999 - July 2015
Aurora Note Masters January 2009 - November 2010
Janus Capital Group 1998 - 1999
Resources Trust Company 1997 - 1998
Southland Corporation 1985 - 1997
Skills
Series 6, Series 63, Mutual Funds, FINRA, ERISA, Investments, Retirement Planning, Insurance, Series 24, Series 7, Asset Allocation, Non-Qualified Deferred..., Defined Contribution, Uniform Combined State..., Compliance, 401k
Education
University of Colorado at Denver 1989 — 1996
Bachelor of Science, Finance
Steve McCullough Steve McCullough's Resources Trust Company Experience 1994 - 1998
Job Business Operations Manager / Registered Principal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors April 2012 - March 2015
Lincoln Financial Group April 2011 - July 2011
Advisor Group September 2003 - May 2009
Advisor Group June 1999 - October 2002
Resources Trust Company 1994 - 1998
Skills
Series 7, Series 24, Series 63
Education
Iowa State University
BA, Journalism/Mass Communication
Lincoln Financial Advisors April 2012 - March 2015
Lincoln Financial Group April 2011 - July 2011
Advisor Group September 2003 - May 2009
Advisor Group June 1999 - October 2002
Resources Trust Company 1994 - 1998
Skills
Series 7, Series 24, Series 63
Education
Iowa State University
BA, Journalism/Mass Communication
Joan Owens, PMP Joan Owens, PMP's Resources Trust Company Experience 1985 - 1996
Job Product Manager at Harland Financial Solutions
Industry Internet
Experience
D+H March 2011 - Present
Arrow Electronics 2009 - March 2011
Great-West Retirement Services January 2008 - September 2008
Fiserv Investment Support Services January 2003 - December 2006
Lincoln Trust Company January 1999 - December 2002
Trust Company of America April 1996 - December 1998
Resources Trust Company 1985 - 1996
Education
Regis University 2004 — 2009
Business Administration
Certified Product Manager and Product Marketing Manager
Association of International Product Marketing and Management
FINRA Series 6 License
D+H March 2011 - Present
Arrow Electronics 2009 - March 2011
Great-West Retirement Services January 2008 - September 2008
Fiserv Investment Support Services January 2003 - December 2006
Lincoln Trust Company January 1999 - December 2002
Trust Company of America April 1996 - December 1998
Resources Trust Company 1985 - 1996
Education
Regis University 2004 — 2009
Business Administration
Certified Product Manager and Product Marketing Manager
Association of International Product Marketing and Management
FINRA Series 6 License
Sean Dowdell Sean Dowdell's Resources Trust Company Experience September 1997 - January 2002
Job Senior Student Advisor at Westwood College
Industry Education Management
Experience
Westwood College January 2004 - Present
Kaplan Professional January 2002 - January 2004
Resources Trust Company September 1997 - January 2002
Education
Fort Lewis College 1984 — 1987
Communications
Westwood College January 2004 - Present
Kaplan Professional January 2002 - January 2004
Resources Trust Company September 1997 - January 2002
Education
Fort Lewis College 1984 — 1987
Communications
Chris Ketchum Chris Ketchum's Resources Trust Company Experience May 1999 - January 2003
Job Data Center Operations at Cricket Wireless
Industry Information Technology and Services
Experience
Colorado State Taekwondo Association November 2013 - Present
Cricket Wireless (now AT&T) November 2010 - Present
Colorado State Taekwondo Association - COSTA March 2010 - Present
University of Colorado Hospital October 2006 - October 2010
Impact solutions, LLC March 2003 - October 2006
Resources Trust Company May 1999 - January 2003
Moorman's, Inc February 1998 - April 1999
Information Handling Services, Inc September 1996 - January 1998
Qwest, Business Resources, Inc May 1994 - September 1996
Antarctic Support Associates, LLC November 1990 - April 1994
Skills
Data Center, Disaster Recovery, Integration, Vendor Management, Security, Troubleshooting, Networking, ITIL, IT Strategy, Process Improvement, Software Documentation, Servers, Project Management, Business Continuity, IT Service Management, System Administration, System Deployment, Management, IT Management, Team Leadership, Program Management, Telecommunications, Leadership, Facilities Management, WAN, Network Security, Network Administration, Network Design, Team Building, Infrastructure
Education
AT&T University 2015 — 2016
Certifications & Training, Cloud Computing, Software Defined Network (SDN), and Network Function Virtualization (NFV)
University of Southern California 1987 — 1989
M.S, Information Systems Management
Missouri State University 1983 — 1985
B.S, Computer Information Systems
Colorado State Taekwondo Association November 2013 - Present
Cricket Wireless (now AT&T) November 2010 - Present
Colorado State Taekwondo Association - COSTA March 2010 - Present
University of Colorado Hospital October 2006 - October 2010
Impact solutions, LLC March 2003 - October 2006
Resources Trust Company May 1999 - January 2003
Moorman's, Inc February 1998 - April 1999
Information Handling Services, Inc September 1996 - January 1998
Qwest, Business Resources, Inc May 1994 - September 1996
Antarctic Support Associates, LLC November 1990 - April 1994
Skills
Data Center, Disaster Recovery, Integration, Vendor Management, Security, Troubleshooting, Networking, ITIL, IT Strategy, Process Improvement, Software Documentation, Servers, Project Management, Business Continuity, IT Service Management, System Administration, System Deployment, Management, IT Management, Team Leadership, Program Management, Telecommunications, Leadership, Facilities Management, WAN, Network Security, Network Administration, Network Design, Team Building, Infrastructure
Education
AT&T University 2015 — 2016
Certifications & Training, Cloud Computing, Software Defined Network (SDN), and Network Function Virtualization (NFV)
University of Southern California 1987 — 1989
M.S, Information Systems Management
Missouri State University 1983 — 1985
B.S, Computer Information Systems
Nissa Maldonado Nissa Maldonado's Resources Trust Company Experience May 1998 - February 2000
Job Licensed Financial Assistant
Industry Financial Services
Experience
Jordan Dechtman Wealth Management May 2012 - Present
FurEver Furry Pet Sitting January 2012 - Present
Capital Management Group June 2009 - May 2012
ICON Advisers February 1999 - February 2009
Resources Trust Company May 1998 - February 2000
Skills
Management, Mutual Funds, Customer Service, Financial Services, Account Management, Process Improvement, Project Management, CRM, Series 6, Finance, Investments, Insurance, Relationship Management, Marketing, Asset Management, Animal Welfare, Animal Husbandry, Animal Care, Small Business
Education
Pickens Technical College 1994 — 1996
Certification, Graphic Design and Desktop Publishing
Bennett High School 1993 — 1995
GED
Jordan Dechtman Wealth Management May 2012 - Present
FurEver Furry Pet Sitting January 2012 - Present
Capital Management Group June 2009 - May 2012
ICON Advisers February 1999 - February 2009
Resources Trust Company May 1998 - February 2000
Skills
Management, Mutual Funds, Customer Service, Financial Services, Account Management, Process Improvement, Project Management, CRM, Series 6, Finance, Investments, Insurance, Relationship Management, Marketing, Asset Management, Animal Welfare, Animal Husbandry, Animal Care, Small Business
Education
Pickens Technical College 1994 — 1996
Certification, Graphic Design and Desktop Publishing
Bennett High School 1993 — 1995
GED
Kristi Dittmann's Resources Trust Company Experience May 1986 - April 1996
Job Web Developer, SEO and Web Design at W3Now
Industry Internet
Experience
W3Now Web Design, Inc. February 1999 - Present
OppenheimerFunds February 1997 - February 2001
Resources Trust Company May 1986 - April 1996
Skills
Web Development, PHP, JavaScript, ColdFusion, SEO, E-commerce, Web Design, Website Development, Web Applications, HTML5, CSS3, Social Networking, Web Marketing, Management, CSS, Small Business, HTML 5, Photoshop, WordPress, HTML, Email Marketing, Software Development, Entrepreneurship, Web 2.0, Web Analytics, User Experience, SEM, Google Analytics, Online Marketing
Education
Stephen F. Austin State University
Bachelor of Science Degree, Computer Science
W3Now Web Design, Inc. February 1999 - Present
OppenheimerFunds February 1997 - February 2001
Resources Trust Company May 1986 - April 1996
Skills
Web Development, PHP, JavaScript, ColdFusion, SEO, E-commerce, Web Design, Website Development, Web Applications, HTML5, CSS3, Social Networking, Web Marketing, Management, CSS, Small Business, HTML 5, Photoshop, WordPress, HTML, Email Marketing, Software Development, Entrepreneurship, Web 2.0, Web Analytics, User Experience, SEM, Google Analytics, Online Marketing
Education
Stephen F. Austin State University
Bachelor of Science Degree, Computer Science
Laura Whitlock Laura Whitlock's Resources Trust Company Experience 1987 - 1998
Job Marketing Executive and Strategist
Industry Nonprofit Organization Management
Experience
Great-West Financial September 2004 - March 2015
Merrill Lynch 2001 - 2004
J.D. Edwards 1998 - 2001
Resources Trust Company 1987 - 1998
Resources Trust Company/Fiserv ISS 1987 - 1998
Skills
Mutual Funds, Marketing Communications, Financial Services, Management, Social Media Marketing, Marketing Management, Leadership, Strategy, Project Management, Business Development, Series 63, CRM, Marketing Strategy, Integrated Marketing, Investments, Product Development, Strategic Planning, Marketing, Email Marketing, Business Strategy, Competitive Analysis, Social Media, Employee Benefits, Sales Operations, Retirement, Public Relations, 401k, Product Marketing, Retirement Planning, Corporate Communications, Insurance, Series 6, Copywriting, Relationship Management, Vendor Management, Digital Marketing, Direct Marketing, Account Management, Strategic Communications, Lead Generation, Media Relations, Internal Communications, Advertising, Team Building, Team Motivation
Education
University of Colorado Boulder 1979 — 1981
Bachelor of Science (B.S.), Journalism
University of Denver 1977 — 1979
Mass Comm
Centennial High School
Great-West Financial September 2004 - March 2015
Merrill Lynch 2001 - 2004
J.D. Edwards 1998 - 2001
Resources Trust Company 1987 - 1998
Resources Trust Company/Fiserv ISS 1987 - 1998
Skills
Mutual Funds, Marketing Communications, Financial Services, Management, Social Media Marketing, Marketing Management, Leadership, Strategy, Project Management, Business Development, Series 63, CRM, Marketing Strategy, Integrated Marketing, Investments, Product Development, Strategic Planning, Marketing, Email Marketing, Business Strategy, Competitive Analysis, Social Media, Employee Benefits, Sales Operations, Retirement, Public Relations, 401k, Product Marketing, Retirement Planning, Corporate Communications, Insurance, Series 6, Copywriting, Relationship Management, Vendor Management, Digital Marketing, Direct Marketing, Account Management, Strategic Communications, Lead Generation, Media Relations, Internal Communications, Advertising, Team Building, Team Motivation
Education
University of Colorado Boulder 1979 — 1981
Bachelor of Science (B.S.), Journalism
University of Denver 1977 — 1979
Mass Comm
Centennial High School
Catherine Cooley Catherine Cooley's Resources Trust Company Experience July 1994 - May 1998
Job Purchasing & Marketing Coordinator
Industry Renewables & Environment
Experience
Amicus Solar Cooperative May 2015 - Present
RGS Energy January 2014 - March 2015
Excel Personnel May 2013 - August 2013
Hyde Engineering + Consulting September 2012 - April 2013
ASD Inc. May 2008 - August 2011
Witt Elementary PTO December 2004 - August 2008
GlobeImmune, Inc. February 2007 - October 2007
Westview Rec Center February 2004 - June 2005
Resources Trust Company July 1994 - May 1998
Express Press January 1993 - June 1994
Skills
Access, Marketing, Project Management, Data Entry, Email Marketing, Newsletters, Salesforce.com, HTML, Microsoft Excel, Microsoft Word, Corporate Communications, Creative Writing, Marketing Management, Databases, Windows, SQL, WordPress, Software Documentation, Microsoft Office
Education
University of Colorado Boulder 1985 — 1989
BS & BA, Business/Marketing and English/Creative Writing
University of Colorado Boulder 1985 — 1989
Bachelor of Business Administration (BBA), Marketing
Amicus Solar Cooperative May 2015 - Present
RGS Energy January 2014 - March 2015
Excel Personnel May 2013 - August 2013
Hyde Engineering + Consulting September 2012 - April 2013
ASD Inc. May 2008 - August 2011
Witt Elementary PTO December 2004 - August 2008
GlobeImmune, Inc. February 2007 - October 2007
Westview Rec Center February 2004 - June 2005
Resources Trust Company July 1994 - May 1998
Express Press January 1993 - June 1994
Skills
Access, Marketing, Project Management, Data Entry, Email Marketing, Newsletters, Salesforce.com, HTML, Microsoft Excel, Microsoft Word, Corporate Communications, Creative Writing, Marketing Management, Databases, Windows, SQL, WordPress, Software Documentation, Microsoft Office
Education
University of Colorado Boulder 1985 — 1989
BS & BA, Business/Marketing and English/Creative Writing
University of Colorado Boulder 1985 — 1989
Bachelor of Business Administration (BBA), Marketing
Kathy Locke Kathy Locke's Resources Trust Company Experience May 1998 - November 1998
Job Project Coordinator Capital Markets Multifamily
Industry Graphic Design
Experience
JLL September 2015 - Present
F+W Media, Inc. May 2012 - September 2015
Apartment Realty Advisors/Frederick Ross Company August 2007 - May 2012
Sopris West Educational Services February 2007 - August 2007
York Street Publishing August 2003 - December 2006
Wiesner Publishing November 2000 - August 2003
Mile High United Way May 1999 - November 2000
Resources Trust Company May 1998 - November 1998
Skills
Graphic Design, InDesign, Graphics, Art, Advertising, Adobe Creative Suite, Social Media Marketing, Illustrator, Layout, Adobe Acrobat, Photoshop, Art Direction, Magazines, Email Marketing, Web Design, Social Networking, Marketing, Typography, Brochures, Publications, Photography, Publishing, Logo Design, Pre-press, Creative Direction, Illustration, Image Editing, Marketing Communications, Digital Photography, Magazine Design, Concept Development
Education
Community College of Aurora
Associate of Applied Science, Graphic Design, Cum Laude
Rocky Mountain College of Art + Design (RMCAD)
JLL September 2015 - Present
F+W Media, Inc. May 2012 - September 2015
Apartment Realty Advisors/Frederick Ross Company August 2007 - May 2012
Sopris West Educational Services February 2007 - August 2007
York Street Publishing August 2003 - December 2006
Wiesner Publishing November 2000 - August 2003
Mile High United Way May 1999 - November 2000
Resources Trust Company May 1998 - November 1998
Skills
Graphic Design, InDesign, Graphics, Art, Advertising, Adobe Creative Suite, Social Media Marketing, Illustrator, Layout, Adobe Acrobat, Photoshop, Art Direction, Magazines, Email Marketing, Web Design, Social Networking, Marketing, Typography, Brochures, Publications, Photography, Publishing, Logo Design, Pre-press, Creative Direction, Illustration, Image Editing, Marketing Communications, Digital Photography, Magazine Design, Concept Development
Education
Community College of Aurora
Associate of Applied Science, Graphic Design, Cum Laude
Rocky Mountain College of Art + Design (RMCAD)
Jason Sparks Jason Sparks's Resources Trust Company Experience 1993 - 1993
Job Business Advisor at Sky Springs, LLC
Industry Online Media
Experience
Hole N The Sky, LLC 2012 - Present
Dr. Flowers Test Prep 2008 - Present
Logical Steps May 2004 - Present
Artistic Release September 2001 - June 2002
Media Arts May 2000 - July 2001
LANSA / Aspect Computing February 1994 - March 2000
Resources Trust Company 1993 - 1993
Skills
Strategy, Strategic Partnerships, International Business, Project Management, Entrepreneurship, E-learning, Marketing Strategy, Start-ups, Consulting, Mobile Devices, User Experience, Product Management, Online Marketing, SaaS, Web Analytics, CRM, Online Advertising, Brand Development, Mobile Marketing, Analytics, Marketing, Content Strategy, Web 2.0, Creative Direction, Digital Strategy, SEO, E-commerce, SEM, Lead Generation, User Interface Design, Digital Marketing, Content Management
Education
Texas Tech University 1989 — 1992
BBA
The University of Texas at Austin 1987 — 1989
Hole N The Sky, LLC 2012 - Present
Dr. Flowers Test Prep 2008 - Present
Logical Steps May 2004 - Present
Artistic Release September 2001 - June 2002
Media Arts May 2000 - July 2001
LANSA / Aspect Computing February 1994 - March 2000
Resources Trust Company 1993 - 1993
Skills
Strategy, Strategic Partnerships, International Business, Project Management, Entrepreneurship, E-learning, Marketing Strategy, Start-ups, Consulting, Mobile Devices, User Experience, Product Management, Online Marketing, SaaS, Web Analytics, CRM, Online Advertising, Brand Development, Mobile Marketing, Analytics, Marketing, Content Strategy, Web 2.0, Creative Direction, Digital Strategy, SEO, E-commerce, SEM, Lead Generation, User Interface Design, Digital Marketing, Content Management
Education
Texas Tech University 1989 — 1992
BBA
The University of Texas at Austin 1987 — 1989
Don Hogan Don Hogan's Resources Trust Company Experience 1983 - 1989
Job Manager Securities Compliance at Empower Retirement / GreatWest Financial
Industry Financial Services
Experience
Empower Retirement / Great-West Financial October 2014 - Present
Great-West Financial April 2014 - October 2014
Great-West Financial January 2013 - April 2014
Jackson National Life Distributors LLC November 2009 - August 2010
Jackson National Life Insurance Company December 2006 - November 2009
Jackson National Life 2004 - 2006
Jackson National Life 2000 - 2004
Jackson National Life 1996 - 2004
MetLife 1991 - 1996
Resources Trust Company 1983 - 1989
Skills
FINRA Series 6, 26, 63
Education
Fort Lewis College 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Empower Retirement / Great-West Financial October 2014 - Present
Great-West Financial April 2014 - October 2014
Great-West Financial January 2013 - April 2014
Jackson National Life Distributors LLC November 2009 - August 2010
Jackson National Life Insurance Company December 2006 - November 2009
Jackson National Life 2004 - 2006
Jackson National Life 2000 - 2004
Jackson National Life 1996 - 2004
MetLife 1991 - 1996
Resources Trust Company 1983 - 1989
Skills
FINRA Series 6, 26, 63
Education
Fort Lewis College 1979 — 1983
Bachelor's degree, Business Administration and Management, General
John Van Duzer John Van Duzer's Resources Trust Company Experience January 1995 - October 2000
Job WORKING IN THE RETIREMENT PLANS INDUSTRY AT A LOCAL RECORD KEEPING COMPANY
Industry Financial Services
Experience
A LOCAL COMPANY 2010 - Present
Fiserv ISS 2001 - December 2009
Fiserv ISS January 2000 - December 2009
Fiserv ISS, (Resources Trust Company) October 1990 - December 2009
Fiserv ISS October 1990 - December 2009
Resources Trust Company January 1995 - October 2000
Resources Trust Company October 1990 - January 1995
NRPTC 1988 - 1990
NPIN 1988 - 1990
California Federal Savings 1985 - 1988
Skills
Retirement, Retirement Planning, Securities, Mutual Funds, Pension Administration, Profit Sharing, 401k, IRAs, 401k Rollovers, Defined Benefit, Series 7, Public Speaking, Defined Contribution, Employee Benefits, Series 6, Pensions, Series 63, ERISA, Retirement Plan...
Education
Pace University-Pleasantville/Briarcliff Campus 1966 — 1968
Somers Central High School 1962 — 1966
CEEBS
A LOCAL COMPANY 2010 - Present
Fiserv ISS 2001 - December 2009
Fiserv ISS January 2000 - December 2009
Fiserv ISS, (Resources Trust Company) October 1990 - December 2009
Fiserv ISS October 1990 - December 2009
Resources Trust Company January 1995 - October 2000
Resources Trust Company October 1990 - January 1995
NRPTC 1988 - 1990
NPIN 1988 - 1990
California Federal Savings 1985 - 1988
Skills
Retirement, Retirement Planning, Securities, Mutual Funds, Pension Administration, Profit Sharing, 401k, IRAs, 401k Rollovers, Defined Benefit, Series 7, Public Speaking, Defined Contribution, Employee Benefits, Series 6, Pensions, Series 63, ERISA, Retirement Plan...
Education
Pace University-Pleasantville/Briarcliff Campus 1966 — 1968
Somers Central High School 1962 — 1966
CEEBS
Bonnie Fernandez's Resources Trust Company Experience 1990 - 2000
Job Chief Operating Officer at ProLink Solutions
Industry Information Technology and Services
Experience
ProLink Solutions November 2010 - Present
ProLink Solutions November 2008 - February 2012
ProLink Solutions 2009 - 2010
eBags February 2006 - November 2008
Fiserv ISS February 1990 - January 2007
Fiserv Investment Support Services 1999 - 2007
Resources Trust Company 1990 - 2000
Skills
Management, Training, Project Management, Agile Methodologies, Business Analysis, SDLC, Software Project..., Process Improvement, Account Management, Visio, Requirements Analysis, Scrum, Program Management, Product Management, Software Development, ASP.NET, .NET
Education
University of Nevada-Las Vegas
ProLink Solutions November 2010 - Present
ProLink Solutions November 2008 - February 2012
ProLink Solutions 2009 - 2010
eBags February 2006 - November 2008
Fiserv ISS February 1990 - January 2007
Fiserv Investment Support Services 1999 - 2007
Resources Trust Company 1990 - 2000
Skills
Management, Training, Project Management, Agile Methodologies, Business Analysis, SDLC, Software Project..., Process Improvement, Account Management, Visio, Requirements Analysis, Scrum, Program Management, Product Management, Software Development, ASP.NET, .NET
Education
University of Nevada-Las Vegas
Kenny Irick's Resources Trust Company Experience January 1988 - January 2002
Job Sr. Cloud Engineer at ViaWest
Industry Information Technology and Services
Experience
ViaWest October 2013 - Present
ViaWest October 2011 - October 2013
TD Ameritrade 2008 - 2011
Fiserv Investment Support Services 2002 - 2008
RESOURCES TRUST COMPANY January 1988 - January 2002
Resources Trust Company 1986 - 1988
Resources Trust Company 1983 - 1986
Skills
Virtualization, VMware, Cloud Computing, VMware ESX, System Administration, Software Development, vSphere, Technical Support, System Deployment, Troubleshooting, Disaster Recovery, Data Center, Servers, SQL, Active Directory, Unix, Windows
Education
Colorado State University 1982 — 1983
BS, Computer Science
ViaWest October 2013 - Present
ViaWest October 2011 - October 2013
TD Ameritrade 2008 - 2011
Fiserv Investment Support Services 2002 - 2008
RESOURCES TRUST COMPANY January 1988 - January 2002
Resources Trust Company 1986 - 1988
Resources Trust Company 1983 - 1986
Skills
Virtualization, VMware, Cloud Computing, VMware ESX, System Administration, Software Development, vSphere, Technical Support, System Deployment, Troubleshooting, Disaster Recovery, Data Center, Servers, SQL, Active Directory, Unix, Windows
Education
Colorado State University 1982 — 1983
BS, Computer Science
Anne Hogan Olguin's Resources Trust Company Experience 1984 - 2000
Job Vice President at ePlan Services, Inc.
Industry Financial Services
Experience
ePlan Services, Inc - a Paychex Company June 2003 - Present
SunAmerica Financial 2000 - 2002
Resources Trust Company 1984 - 2000
Skills
Retirement, ERISA, Retirement Planning, Pensions, Financial Services, Mutual Funds, Series 63, Wealth Management, 401k, Defined Benefit, Defined Contribution, Investments, Employee Benefits, Series 6, Retirement Plan...
Education
Creighton University 1980 — 1984
Bachelor of Science (BS), Finance, General
Denver North High School 1977 — 1980
ePlan Services, Inc - a Paychex Company June 2003 - Present
SunAmerica Financial 2000 - 2002
Resources Trust Company 1984 - 2000
Skills
Retirement, ERISA, Retirement Planning, Pensions, Financial Services, Mutual Funds, Series 63, Wealth Management, 401k, Defined Benefit, Defined Contribution, Investments, Employee Benefits, Series 6, Retirement Plan...
Education
Creighton University 1980 — 1984
Bachelor of Science (BS), Finance, General
Denver North High School 1977 — 1980
Al Webber's Resources Trust Company Experience 1999 - 2006
Job Manager, Project Management and Reporting Analysis
Industry Financial Services
Experience
Computershare US September 2013 - Present
Lincoln Trust Company (formerly Fiserv ISS) 2009 - July 2013
Fiserv Investment Support Services September 2006 - September 2009
Resources Trust Company 1999 - 2006
Skills
Mutual Funds, Series 7, Securities, Business Analysis, Process Improvement, Investments, 401k, Retirement, Banking, Vendor Management, Financial Analysis, Visio, Call Center, Financial Services, Insurance, Finance, Project Management, Analysis, Access, Call Centers, Leadership, Agile Methodologies, SDLC, Management, Outsourcing, Start-ups, Project Planning, Business Process, Budgets
Education
Metropolitan State College of Denver 1993 — 1997
Computershare US September 2013 - Present
Lincoln Trust Company (formerly Fiserv ISS) 2009 - July 2013
Fiserv Investment Support Services September 2006 - September 2009
Resources Trust Company 1999 - 2006
Skills
Mutual Funds, Series 7, Securities, Business Analysis, Process Improvement, Investments, 401k, Retirement, Banking, Vendor Management, Financial Analysis, Visio, Call Center, Financial Services, Insurance, Finance, Project Management, Analysis, Access, Call Centers, Leadership, Agile Methodologies, SDLC, Management, Outsourcing, Start-ups, Project Planning, Business Process, Budgets
Education
Metropolitan State College of Denver 1993 — 1997
Per Tiff's Resources Trust Company Experience February 2000 - August 2003
Job Scrum Master with Global Technical Talent
Industry Information Technology and Services
Experience
Global Technical Talent September 2014 - September 2015
State of Colorado March 2013 - August 2014
Oversite January 2013 - February 2013
HealthGrades December 2010 - May 2012
HealthGrades September 2007 - May 2012
Fiserv ISS January 2006 - September 2007
Fiserv ISS August 2004 - April 2006
Resources Trust Company February 2000 - August 2003
Resources Trust Company May 1998 - February 2000
PKT Designs August 1993 - September 1998
Skills
Visio, Microsoft Excel, PowerPoint, Microsoft Word, Adobe Fireworks, Visual Basic - TFS, SharePoint, Agile Methodologies, Scrum, SDLC, Requirements Gathering, Requirements Analysis, Business Requirements, Functional Requirements, User Acceptance Testing, Test Cases, Usability Testing, Workflow, Wire Framing, TFS, Process Improvement, Requirements Management, Waterfall, ETL, Business Process, Databases, Test Planning, Analysis, Use Case Analysis, Use Case Diagrams, Business Analysis, Agile Project Management, Systems Analysis, Software Project..., Software Quality..., PMP, Quality Assurance, SSRS, Software Documentation, Target Process, Jira, JIRA, Business Intelligence, SQL, Microsoft SQL Server
Education
University of Northern Colorado 1982 — 1986
Bachelor of Science, Business Management
Global Technical Talent September 2014 - September 2015
State of Colorado March 2013 - August 2014
Oversite January 2013 - February 2013
HealthGrades December 2010 - May 2012
HealthGrades September 2007 - May 2012
Fiserv ISS January 2006 - September 2007
Fiserv ISS August 2004 - April 2006
Resources Trust Company February 2000 - August 2003
Resources Trust Company May 1998 - February 2000
PKT Designs August 1993 - September 1998
Skills
Visio, Microsoft Excel, PowerPoint, Microsoft Word, Adobe Fireworks, Visual Basic - TFS, SharePoint, Agile Methodologies, Scrum, SDLC, Requirements Gathering, Requirements Analysis, Business Requirements, Functional Requirements, User Acceptance Testing, Test Cases, Usability Testing, Workflow, Wire Framing, TFS, Process Improvement, Requirements Management, Waterfall, ETL, Business Process, Databases, Test Planning, Analysis, Use Case Analysis, Use Case Diagrams, Business Analysis, Agile Project Management, Systems Analysis, Software Project..., Software Quality..., PMP, Quality Assurance, SSRS, Software Documentation, Target Process, Jira, JIRA, Business Intelligence, SQL, Microsoft SQL Server
Education
University of Northern Colorado 1982 — 1986
Bachelor of Science, Business Management
Paul Schaffers's Resources Trust Company Experience 1994 - 2003
Job Application Developer at NICUSA
Industry Program Development
Experience
NICUSA May 2007 - Present
NIC, Inc 2007 - Present
Averitt Express November 2005 - April 2007
FISERV ISS 2003 - 2005
Resources Trust Company 1994 - 2003
Skills
Spring, Java, JSP, Oracle, Struts, Agile Methodologies, SQL, SDLC, JavaScript, jQuery, Visio, SharePoint, Requirements Analysis, Business Analysis, Software Development, CSS, SSRS, Scrum, Requirements Gathering, MySQL
Education
University of Northern Colorado 1989 — 1993
Bachelor of Science (BS), Accounting
NICUSA May 2007 - Present
NIC, Inc 2007 - Present
Averitt Express November 2005 - April 2007
FISERV ISS 2003 - 2005
Resources Trust Company 1994 - 2003
Skills
Spring, Java, JSP, Oracle, Struts, Agile Methodologies, SQL, SDLC, JavaScript, jQuery, Visio, SharePoint, Requirements Analysis, Business Analysis, Software Development, CSS, SSRS, Scrum, Requirements Gathering, MySQL
Education
University of Northern Colorado 1989 — 1993
Bachelor of Science (BS), Accounting
John Pezzuti's Resources Trust Company Experience 1998 - 2000
Job Broker/Owner Metro Brokers Pezzuti & Associates
Industry Real Estate
Experience
Pezzuti & Associates July 2000 - Present
Resources Trust Company 1998 - 2000
Hanifen, Imhoff 1996 - 1997
Merrill Lynch 1991 - 1996
Skills
Sellers, REO, Real Estate, Investment Properties, Customer Service, Short Sales, Contract Negotiation, First Time Home Buyers, Property, Budgets, Residential Homes, Buyers, Real Estate Transactions, Real Estate Development, Property Management, National Association of..., Single Family Homes, Investors, Disposition, Relocation, Rentals, Foreclosures, Loans, Buyer Representation, Condos, Mortgage Lending
Education
University of Colorado Boulder 1984 — 1989
BA, International Affais
Pezzuti & Associates July 2000 - Present
Resources Trust Company 1998 - 2000
Hanifen, Imhoff 1996 - 1997
Merrill Lynch 1991 - 1996
Skills
Sellers, REO, Real Estate, Investment Properties, Customer Service, Short Sales, Contract Negotiation, First Time Home Buyers, Property, Budgets, Residential Homes, Buyers, Real Estate Transactions, Real Estate Development, Property Management, National Association of..., Single Family Homes, Investors, Disposition, Relocation, Rentals, Foreclosures, Loans, Buyer Representation, Condos, Mortgage Lending
Education
University of Colorado Boulder 1984 — 1989
BA, International Affais
Trisha Roark's Resources Trust Company Experience 1998 - 1999
Job Senior Vice President, Investor Relations, Portfolio Operations and Chief Internal Auditor
Industry Investment Management
Experience
The Madison Companies, LLC 1999 - Present
Resources Trust Company 1998 - 1999
Commerical Federal Bank 1996 - 1997
Skills
Asset Managment, Compliance Testing, Project Portfolio..., Investor Relations, Operations Management, Risk Management, Financial Analysis, Portfolio Management, Private Equity, Asset Management, Valuation, Capital Markets, Finance, Due Diligence, Financial Modeling, Corporate Finance, Investments, Management, Mergers & Acquisitions
Education
Colorado State University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
The Madison Companies, LLC 1999 - Present
Resources Trust Company 1998 - 1999
Commerical Federal Bank 1996 - 1997
Skills
Asset Managment, Compliance Testing, Project Portfolio..., Investor Relations, Operations Management, Risk Management, Financial Analysis, Portfolio Management, Private Equity, Asset Management, Valuation, Capital Markets, Finance, Due Diligence, Financial Modeling, Corporate Finance, Investments, Management, Mergers & Acquisitions
Education
Colorado State University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Shannon Carson Wehr's Resources Trust Company Experience May 1999 - December 2003
Job Manager at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc. January 2013 - Present
Lincoln Trust Company December 2009 - January 2013
fka Fiserv Trust Company February 2008 - November 2009
Fiserv Trust Company January 2004 - January 2008
Resources Trust Company May 1999 - December 2003
UMB Bank 1994 - 1999
UMB Bank 1992 - 1994
Skills
Compliance, Risk Management, Analysis, Problem Solving, Banking, Research
Education
Kansas State University 1988 — 1992
Charles Schwab & Co., Inc. January 2013 - Present
Lincoln Trust Company December 2009 - January 2013
fka Fiserv Trust Company February 2008 - November 2009
Fiserv Trust Company January 2004 - January 2008
Resources Trust Company May 1999 - December 2003
UMB Bank 1994 - 1999
UMB Bank 1992 - 1994
Skills
Compliance, Risk Management, Analysis, Problem Solving, Banking, Research
Education
Kansas State University 1988 — 1992
Steven Guzman-Peonio's Resources Trust Company Experience 1997 - 1999
Job IT Infrastructure Engineer Transmissions at 5280 Solutions
Industry Computer & Network Security
Experience
5280 Solutions January 2012 - Present
Great West Life February 2007 - December 2011
Great-West Life & Annuity Insurance Company February 2005 - February 2007
Great-West Life & Annuity Insurance Company August 2001 - February 2005
Resources Trust Company 1997 - 1999
Skills
EMC Networker, Storage Area Networks, Storage Management, Network Administration, Disaster Recovery, Network Security, Windows Server, Unix, Troubleshooting, Networking, Windows, Cisco Routers, MoveIT, Router Configuration, Data Transmission, Data Center, AIX, Active Directory, VPN, COBOL, Virtualization, Testing, NAS, Firewalls, SQL, JCL, Computer Hardware, Windows 7, Routers, Citrix, ACSLS, Linux, PL/1, Switches, Cisco Technologies, SharePoint, Brocade, NetApp, IBM AIX, Agile Methodologies
Education
ITT Technical Institute 2004 — 2008
B.S., Information System Security
Southeast Community College 1994 — 1995
A.A.S., Computer Programming Technology
5280 Solutions January 2012 - Present
Great West Life February 2007 - December 2011
Great-West Life & Annuity Insurance Company February 2005 - February 2007
Great-West Life & Annuity Insurance Company August 2001 - February 2005
Resources Trust Company 1997 - 1999
Skills
EMC Networker, Storage Area Networks, Storage Management, Network Administration, Disaster Recovery, Network Security, Windows Server, Unix, Troubleshooting, Networking, Windows, Cisco Routers, MoveIT, Router Configuration, Data Transmission, Data Center, AIX, Active Directory, VPN, COBOL, Virtualization, Testing, NAS, Firewalls, SQL, JCL, Computer Hardware, Windows 7, Routers, Citrix, ACSLS, Linux, PL/1, Switches, Cisco Technologies, SharePoint, Brocade, NetApp, IBM AIX, Agile Methodologies
Education
ITT Technical Institute 2004 — 2008
B.S., Information System Security
Southeast Community College 1994 — 1995
A.A.S., Computer Programming Technology
Larry Steller's Resources Trust Company Experience April 1990 - April 1997
Job Risk Management at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2008 - Present
PNC Bank April 1997 - April 2008
Resources Trust Company April 1990 - April 1997
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1990
BS, Finance
BNY Mellon April 2008 - Present
PNC Bank April 1997 - April 2008
Resources Trust Company April 1990 - April 1997
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1990
BS, Finance
Tara McDowd's Resources Trust Company Experience October 1994 - June 1999
Job Clerk at Office of the Chapter 13 Trustee
Industry Legal Services
Experience
Office of the Chapter 13 Trustee January 2009 - Present
Exeter 1031 Exchange Services, LLC July 2006 - August 2008
TransUnion Exchange June 2005 - June 2006
California Coast Credit Union March 2002 - May 2005
The Chicago Trust Company of California December 1999 - March 2002
Resources Trust Company October 1994 - June 1999
San Diego Trust & Savings Bank 1985 - 1994
Skills
Microsoft Office, Salesforce.com, Courts, ECF, 10 Key, 1031 Exchanges, Customer Service, Compliance, Bankruptcy, Legal Assistance, PowerPoint, Legal Research
Education
University of San Diego 2012 — 2012
Certificate, Paralegal Studies, Honors
San Diego Miramar College 2010 — 2011
Paralegal Studies, 4.0
San Diego Community College 1986 — 1989
n/a, Liberal Arts and Sciences, General Studies and Humanities, 4.0
Otero Junior College 1982 — 1984
Office of the Chapter 13 Trustee January 2009 - Present
Exeter 1031 Exchange Services, LLC July 2006 - August 2008
TransUnion Exchange June 2005 - June 2006
California Coast Credit Union March 2002 - May 2005
The Chicago Trust Company of California December 1999 - March 2002
Resources Trust Company October 1994 - June 1999
San Diego Trust & Savings Bank 1985 - 1994
Skills
Microsoft Office, Salesforce.com, Courts, ECF, 10 Key, 1031 Exchanges, Customer Service, Compliance, Bankruptcy, Legal Assistance, PowerPoint, Legal Research
Education
University of San Diego 2012 — 2012
Certificate, Paralegal Studies, Honors
San Diego Miramar College 2010 — 2011
Paralegal Studies, 4.0
San Diego Community College 1986 — 1989
n/a, Liberal Arts and Sciences, General Studies and Humanities, 4.0
Otero Junior College 1982 — 1984
Paul Callahan's Resources Trust Company Experience April 1999 - October 2000
Job Intermediary Payments Supervisor at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company November 2011 - Present
Invesco Aim October 2000 - September 2009
Invesco Ltd. February 2006 - May 2007
Invesco Ltd. March 2003 - March 2006
Invesco Ltd. October 2000 - March 2003
Resources Trust Company April 1999 - October 2000
Skills
Mutual Funds, Investments, Series 6, Financial Services, Series 63, Relationship Management, Asset Managment, Portfolio Management, Alternative Investments, Risk Management, Financial Analysis, FINRA, Business Analysis, Process Improvement, ETFs, Asset Allocation, Customer Service, Securities, 401k, Life Insurance, Series 7, Hedge Funds, Bloomberg, Fixed Income, Wealth Management
Education
Fort Lewis College
ALPS, A DST Company November 2011 - Present
Invesco Aim October 2000 - September 2009
Invesco Ltd. February 2006 - May 2007
Invesco Ltd. March 2003 - March 2006
Invesco Ltd. October 2000 - March 2003
Resources Trust Company April 1999 - October 2000
Skills
Mutual Funds, Investments, Series 6, Financial Services, Series 63, Relationship Management, Asset Managment, Portfolio Management, Alternative Investments, Risk Management, Financial Analysis, FINRA, Business Analysis, Process Improvement, ETFs, Asset Allocation, Customer Service, Securities, 401k, Life Insurance, Series 7, Hedge Funds, Bloomberg, Fixed Income, Wealth Management
Education
Fort Lewis College
Debby Stark Curtis's Resources Trust Company Experience 1997 - 2002
Job Tax Reporting Manager at TDAMERITRADE Trust Company
Industry Financial Services
Experience
TDAMERITRADE Trust Company July 2008 - Present
Fiserv Investment Support Services 2004 - 2008
Resources Trust Company 1997 - 2002
Skills
401k
Education
University of Northern Colorado
TDAMERITRADE Trust Company July 2008 - Present
Fiserv Investment Support Services 2004 - 2008
Resources Trust Company 1997 - 2002
Skills
401k
Education
University of Northern Colorado
Corine Williams CRMT's Resources Trust Company Experience October 2000 - December 2003
Job OwnerOperator at CWladyonthego LLC.
Industry Individual & Family Services
Experience
Xerox November 2014 - Present
Healing Light Reiki February 2013 - Present
self employed May 2008 - Present
Trust Company of America November 2004 - May 2009
Jackson Hewitt Tax Service January 2008 - April 2008
Resources Trust Company October 2000 - December 2003
Skills
Notary Public for the..., Level 2 Reiki Practioner, QMAP qualified, Training, Software Documentation, PowerPoint, Microsoft Word, Coaching, Nonprofits, Team Building, Event Planning, Fundraising, Outlook, Editing, Public Relations, Process Improvement, Program Management, Social Networking, Team Leadership, Marketing, Management, Project Planning, Microsoft Excel, Blogging, Public Speaking, Process Scheduler, Sales, Finance, Microsoft Office, Customer Service, Research, Teamwork, Strategic Planning, Analysis, Project Management, Leadership Development, Leadership, Negotiation, Policy, Social Media, Small Business
Education
Accounting and Business School of the Rockies 2006 — 2006
Certificate, Tax Preparation
Arapahoe Community College 1992 — 1993
Secretary of State of Colorado
Notary Public Training
University of Phoenix
WRJH
Xerox November 2014 - Present
Healing Light Reiki February 2013 - Present
self employed May 2008 - Present
Trust Company of America November 2004 - May 2009
Jackson Hewitt Tax Service January 2008 - April 2008
Resources Trust Company October 2000 - December 2003
Skills
Notary Public for the..., Level 2 Reiki Practioner, QMAP qualified, Training, Software Documentation, PowerPoint, Microsoft Word, Coaching, Nonprofits, Team Building, Event Planning, Fundraising, Outlook, Editing, Public Relations, Process Improvement, Program Management, Social Networking, Team Leadership, Marketing, Management, Project Planning, Microsoft Excel, Blogging, Public Speaking, Process Scheduler, Sales, Finance, Microsoft Office, Customer Service, Research, Teamwork, Strategic Planning, Analysis, Project Management, Leadership Development, Leadership, Negotiation, Policy, Social Media, Small Business
Education
Accounting and Business School of the Rockies 2006 — 2006
Certificate, Tax Preparation
Arapahoe Community College 1992 — 1993
Secretary of State of Colorado
Notary Public Training
University of Phoenix
WRJH
Julie Berardini's Resources Trust Company Experience 1986 - 1995
Job Vice President of Sales at Qualifed Pension Services, Inc.
Industry Consumer Services
Experience
Qualifed Pension Services, Inc. September 2003 - Present
Benefit National September 1995 - 2003
Resources Trust Company 1986 - 1995
Skills
Retirement, Defined Benefit, 401k, Employee Benefits, Pensions, Retirement Planning, Retirement Plan..., Pension Administration, Series 6, Series 63, Defined Contribution, Financial Planners, Financial Advisory, ERISA, Financial Services, Series 7, Profit Sharing, Qualified Retirement..., Mutual Funds, Asset Allocation, Investment Advisory
Education
Colorado State University
Criminal Justice
Qualifed Pension Services, Inc. September 2003 - Present
Benefit National September 1995 - 2003
Resources Trust Company 1986 - 1995
Skills
Retirement, Defined Benefit, 401k, Employee Benefits, Pensions, Retirement Planning, Retirement Plan..., Pension Administration, Series 6, Series 63, Defined Contribution, Financial Planners, Financial Advisory, ERISA, Financial Services, Series 7, Profit Sharing, Qualified Retirement..., Mutual Funds, Asset Allocation, Investment Advisory
Education
Colorado State University
Criminal Justice
Jesse Kelton's Resources Trust Company Experience September 1996 - April 2004
Job Server at Grand Lux Cafe
Industry Restaurants
Experience
Grand Lux Cafe October 2011 - Present
Macaroni Grill October 2005 - October 2011
Resources Trust Company September 1996 - April 2004
Skills
Bartending, Customer Service, Food, Food, Food Service, Hospitality, Menu Development, Microsoft Office, Microsoft Word, New Restaurant Openings, PowerPoint, Restaurant Management, Restaurants, Serve Safe Certified, Wine
Education
Community College of Aurora
Yavapai College
Grand Lux Cafe October 2011 - Present
Macaroni Grill October 2005 - October 2011
Resources Trust Company September 1996 - April 2004
Skills
Bartending, Customer Service, Food, Food, Food Service, Hospitality, Menu Development, Microsoft Office, Microsoft Word, New Restaurant Openings, PowerPoint, Restaurant Management, Restaurants, Serve Safe Certified, Wine
Education
Community College of Aurora
Yavapai College
Kristin (Dexter) Whitley's Resources Trust Company Experience June 1996 - June 1999
Job Owner, The Cake Station
Industry Accounting
Experience
Jeff Clarke Farmers Insurance Agency July 2014 - Present
The Cake Station September 2010 - Present
Royal and Sunalliace June 2000 - September 2004
Policy Master, Inc June 1999 - June 2000
Resources Trust Company June 1996 - June 1999
Life Partner's Group June 1995 - June 1996
Blue Cross and Blue Shield of Colorado January 1995 - June 1995
Market Investment Solutions, Inc August 1993 - January 1995
Security Life May 1990 - August 1993
Environmental Risk Group June 1989 - June 1990
Skills
Bookkeeping, Insurance Accounting, Account Reconciliation, Financial Reporting, Customer Service, Organization, Statutory Accounting, Microsoft Office, QuickBooks, General Ledger, Office Management, Close Attention to..., Finance, Financial Statements
Education
Augustana University (SD) 1985 — 1989
Bachelor of Arts (BA), Accounting
Jeff Clarke Farmers Insurance Agency July 2014 - Present
The Cake Station September 2010 - Present
Royal and Sunalliace June 2000 - September 2004
Policy Master, Inc June 1999 - June 2000
Resources Trust Company June 1996 - June 1999
Life Partner's Group June 1995 - June 1996
Blue Cross and Blue Shield of Colorado January 1995 - June 1995
Market Investment Solutions, Inc August 1993 - January 1995
Security Life May 1990 - August 1993
Environmental Risk Group June 1989 - June 1990
Skills
Bookkeeping, Insurance Accounting, Account Reconciliation, Financial Reporting, Customer Service, Organization, Statutory Accounting, Microsoft Office, QuickBooks, General Ledger, Office Management, Close Attention to..., Finance, Financial Statements
Education
Augustana University (SD) 1985 — 1989
Bachelor of Arts (BA), Accounting
Kristin Whitley's Resources Trust Company Experience June 1996 - June 1999
Job Proprietor at The Cake Station
Industry Food & Beverages
Experience
The Cake Station January 2010 - Present
Royal and Sunalliace June 2000 - September 2004
Policy Master June 1999 - June 2000
Resources Trust Company June 1996 - June 1999
Life Partners Group June 1995 - June 1996
Education
Augustana College (SD) 1985 — 1989
Bachelor of Arts (B.A.), Accounting
The Cake Station January 2010 - Present
Royal and Sunalliace June 2000 - September 2004
Policy Master June 1999 - June 2000
Resources Trust Company June 1996 - June 1999
Life Partners Group June 1995 - June 1996
Education
Augustana College (SD) 1985 — 1989
Bachelor of Arts (B.A.), Accounting