Society of Certified Senior Advisors
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Society of Certified Senior Advisors Employees
Alzheimer's Association Colorado Chapter September 2014 - Present
Sales & Services Inc June 1987 - January 2015
Neptune Society June 2011 - September 2014
Merchant Services, Inc. June 2009 - November 2010
Professionals Helping Seniors, Inc. October 2008 - November 2009
GCM Arbora November 2006 - October 2008
Society of Certified Senior Advisors September 2005 - December 2006
Bonnie Kellogg & Associates October 1991 - June 2006
Fascination St Gallery October 1997 - December 2004
Walt Disney Art Classics January 1991 - September 1996
Skills
Builds Business..., Customer Service, Sales Growth, Client Agenda Consulting, Training and Coaching, Strategic Planning, Coaching, Training, New Business Development, Management, CRM, Sales, Time Management, Public Speaking, Recruiting, Selling, Budgets, Team Building, Fundraising, Leadership, Business Development, Program Management, Product Marketing, Sales Operations, Market Research, Sales Management, Healthcare, Advertising, Retail, Community Outreach, Entrepreneurship, Nonprofits, Business Planning, Social Networking, Leadership Development, Small Business, Marketing, Event Planning, Public Relations, Product Development, Marketing Strategy, Event Management, Start-ups, Account Management, Social Media Marketing, Inventory Management, Contract Negotiation, Social Media, E-commerce, Strategy
Education
American Public University System 2012 — 2014
Master of Public Administration (MPA), Health Policy, 4.0 GPA, Summa Cum Laude
One Spirit Interfaith Seminary 2006 — 2008
Ordained Minister, Spiritual Counseling
Arizona State University 1972 — 1976
BS, Private and Commercial Recreation Management/Marketing
Moon Valley High School 1969 — 1972
HS Diploma, General Studies
Society of Certified Senior Advisors May 2015 - Present
Falcon Discovery November 2013 - May 2015
New York City Police Department Deputy Commissioner of Trials September 2012 - December 2012
New York City Council May 2012 - August 2012
Attorney Sheryl Menkes Esq May 2011 - August 2011
Arapahoe District Court Centennial, CO October 2008 - August 2010
Intervention June 2007 - April 2008
Boulder Probation Department May 2006 - July 2007
Eye Health Institute November 2004 - November 2005
Skills
Legal Research, Courts, Westlaw, Legal Writing, Microsoft Excel, Lexis, Hearings, Document Review, LexisNexis, Research, Litigation, Juvenile Law, Relativity, Pleadings, Criminal Law, Customer Service, Motivational..., Data Entry, Outlook, Case Managment, Court Reporting, Criminal Justice, Social Services, ICON/ECLIPSE, Legal Compliance, Regulatory Requirements
Education
New York Law School 2010 — 2013
Doctor of Law (JD)
Kaplan College 2008 — 2009
Ceritifcation, Paralegal
University of Colorado Boulder 2002 — 2006
BA, Sociology
Effective Development Techniques 2000 - 2013
Society of Certified Senior Advisors March 2010 - February 2012
College for Financial Planning January 2006 - June 2010
ING U.S. Financial Services 2002 - 2005
SMMS 1996 - 2005
Warner Pacific College January 2001 - January 2003
Oregon Health Sciences University Foundation 1994 - 1996
Portland State University January 1983 - January 1994
Willamette University 1990 - 1994
Interwest Financial Advisors January 1980 - January 1990
Skills
Writing, Teaching, Public Speaking, Non-profits, Estate Planning, Risk Management, Financial Goals, Income Tax, Higher Education, Fundraising, Adult Education, Retirement Planning, Coaching, Insurance, Strategic Financial..., Financial Advisory, Investments, Program Management, Training, Nonprofits, Retirement, Educational Consulting, Staff Development, Life Insurance
Education
College for Financial Planning 1980 — 1982
CFP, CRPC, Professional Designations
Indiana State University 1970 — 1972
M.S., Educational Psychology
Asbury Theological Seminary 1964 — 1967
M.Div., Theology
Seattle Pacific University 1960 — 1964
B.A., Humanities and Greek
Colorado Dept of Regulatory Agencies May 2013 - Present
Society of Certified Senior Advisors May 2002 - October 2011
OppenheimerFunds June 1996 - August 2011
Society of Certified Senior Advisors 2001 - 2011
Williams & Richey, P.C. 1992 - 1996
Skills
Database Administration, Processes Development, Project Management, Training, Employee Management, Team Building, Customer Service, Project Planning, Quality Assurance, Microsoft Office, Inventory Management, Employee Benefits, Strategic Planning, Marketing, Databases, Team Leadership, Communication, Leadership, Management, Process Improvement, Analysis
Education
Minnesota State University, Moorhead 1982 — 1985
B.S., Education, English, Speech
Minot State University 1980 — 1982
Bachelor of Arts (BA), Communications
Society of Certified Senior Advisors CommissionerSeminole County GovernmentNovember 1994 - November 1998
Skills
Residential Homes, Public Speaking, Business Strategy, Customer Service, Selling, Fundraising, Non-profits, Business Development, Real Estate, Community Outreach, Strategic Planning, Contract Negotiation, Underwriting, Marketing Strategy, Negotiation, Marketing Communications, Marketing, Budgets, Sales Management, Nonprofits, Property, Management, Public Relations, Event Planning, Investors, Small Business, New Business Development, Investments, Microsoft Office, Short Sales, Property Management, Team Building, Government, Sales, Insurance, Event Management, Condos, Loans, Sellers, Investment Properties, Community Development, Business Planning, Social Media, Entrepreneurship, FHA financing, Leadership
Education
Florida State University - College of Business
BS, Finance / Economics
RCA Financial Training Program
Creative Genius . . . Just Like You! 2010 - Present
Society of Certified Senior Advisors November 2008 - April 2009
Lori S. Stine & Associates 1995 - 1997
Skills
Leadership Development, Coaching, Leadership, CRM, Personal Development, Non-profits, Public Speaking, Nonprofits, Team Building, Social Media, Training, Small Business, Online Marketing, Strategic Planning, Marketing, Sales Management, Executive Coaching, Fundraising, Staff Development
Education
Loyola Law School, Los Angeles
J.D., Law
University of California, Santa Barbara
B.A., Communication Studies
Society Of Certified Senior Advisors October 2013 - Present
Visiting Angels of NE Ohio August 2006 - Present
Skills
Certified Senior Advisor, Healthcare, Cpr Certified, Customer Service, Elder Care, Home Care, Microsoft Office, Public Speaking, Case Managment, Nutrition, Team Building, Social Services, Microsoft Word
Education
Bowling Green State University 2002 — 2006
BA of Arts in Communication, Business Administration and Management, General
Lake Catholic High Scool 1998 — 2002
True Friends . . . camping & outdoor adventures for children and adults with disabilities May 2015 - Present
Society of Certified Senior Advisors July 2014 - Present
Fraser July 2013 - June 2014
Fraser January 2003 - July 2013
Children's Hospitals & Clinics of MN Foundation September 2000 - December 2002
Courage Center March 1995 - September 2000
Life Planning for Persons with Disabilities March 1994 - December 1996
DELUXE Corporation February 1983 - March 1995
MN State High School League 1976 - 1994
Skills
Fundraising, Volunteer Management, Non-profits, Endowments, Annual Giving, Planned Giving, Gifts, Nonprofits, Media Relations, Stewardship, Philanthropy, Capital Campaign..., Program Development, Grant Writing, Community Outreach, Marketing, Community Development, Board Development, Capacity Building, Legacy Giving, Non-profit..., Grants, Capital Campaigns
Education
Bemidji State University 1969 — 1973
B.S. Ed., Secondary Education - Social Studies and Physical Education; SE Asian Studies
Pets Are Wonderful Support (PAWS DENVER) October 2014 - Present
Home Care Standards Bureau July 2013 - April 2015
Whole Foods Market June 2012 - May 2013
O'Fresh Market at Edwards / at Silverthorne / at Avon February 2008 - February 2011
Society of Certified Senior Advisors April 2003 - August 2009
Qwest August 2001 - April 2002
Wild Oats Markets (now Whole Foods Market) September 1999 - June 2001
INTraining January 1999 - August 1999
SNI Companies February 1998 - November 1998
Egghead Software April 1995 - March 1998
Skills
Marketing, Leadership, Training, Marketing Strategy, Customer Service, Coaching, Lead Generation, Business Strategy, New Business Development, Sales Management, Email Marketing, Competitive Analysis, Event Planning, Event Management, Budgets, Business Planning, Advertising, Sales Operations, Online Marketing, B2B Marketing Strategy, Community Relations, Membership Marketing, Lead/Sales Funnel, Pragmatic Marketing, Inbound Marketing, Compliance Management, Cause Marketing, Relationship Marketing, Operational Due..., Blue Ocean Strategy, Change Management, Event Marketing, Event Execution, Customer Retention, Outlook, Creative Solutions, PowerPoint, Budgeting, Profit Improvement, Web Research, Retail Management, Microsoft DOS / Win9X /..., Microsoft Word, Access, Project, SharePoint, Excel, ACT! by Sage, Tableau, Engagement Marketing
Education
University of Colorado Denver 2015 — 2016
School of Public Affairs (SPA), Nonprofit Organizations Management
Cornell University 2011 — 2012
eCornell Marketing Strategy for Business Leaders
Mesa State College 1978 — 1979
Accounting
U.S. Armed Forces Institute, Madison 1972 — 1974
University of California, Berkeley 1971 — 1973
Philosophy
Mesa State College 1969 — 1970
Political Science
Society of Certified Senior Advisors January 2013 - Present
Society of Certified Senior Advisors June 2010 - January 2013
Biker Jims Gourmet Hot Dogs August 2009 - June 2010
Equus Computer Systems December 1999 - August 2003
Skills
Home Care, Long-term Care, Team Building, Sales Management, Public Speaking, Healthcare, Customer Service, Sales, Strategic Planning, Marketing, Training, Retention Strategies, Coaching, Retention Management, Fundraising, Leadership, Community Outreach, Nonprofits, Program Development, Case Managment, Elder Care, Seniors, Grant Writing, Social Networking, Staff Development, Leadership Development, Healthcare Management, Conflict Resolution, Small Business, Event Planning, Recruiting, Employee Benefits, Public Relations, Budgets, Administration, Employee Relations, Medicare, Volunteer Management, Social Services, Compassion, Medicaid, Higher Education, Insurance, Management
Education
The University of New Mexico 2000 — 2002
Associates, Enviromental Health and Safety
Society of Certified Senior Advisors 2006 - Present
Westwood College January 2009 - May 2009
Westword Newspaper October 2001 - September 2006
Park Landscape Maintenance June 2000 - October 2001
Wright & McGill Co/Eagle Claw Fishing Tackle 1997 - October 2000
Benjamin Moore & Co 1981 - 1997
Skills
Coaching, Elder Care, Event Planning, Marketing, Healthcare, Staff Development, Sales, Customer Service, Leadership Development, Contract Negotiation, Team Building, Leadership, Management, Public Relations, Small Business, Employee Benefits, Public Speaking, Training, Sales Management, Non-profits, Long-term Care, Strategic Planning, Insurance, Business Development, Seniors, Nonprofits, Fundraising, Home Care, Community Outreach, Budgets, Recruiting, Marketing Strategy, New Business Development, Fixed Annuities, Customer Retention, Entrepreneurship, Microsoft Excel, Microsoft Office, Time Management
Education
Metropolitan State University of Denver 1981 — 1996
Bachelors, Management
Wheatridge High School 1978 — 1980
Stemtech Health Sciences, Inc. April 2007 - Present
World Financial Group (WFG) 1995 - 2005
United Airlines 1986 - 2003
Society of Certified Senior Advisors 1996 - 2002
Pan American World Airways 1973 - 1986
Skills
Pan Am 1973 & UAL..., Personal Development, Strategic Planning, Public Speaking, Coaching, Social Media Marketing, Small Business, Nutrition, Wellness, Team Building, Marketing Strategy, Entrepreneurship, Marketing, Social Media, Customer Service, New Business Development, Online Marketing, Training, Event Planning, Network Marketing, Home Based Business, Travel, Real Estate Investor, Network Marketing..., Supplements, Social Networking, Leadership Development, Lifestyle, Healthcare, Wellness Coaching
Education
Heald College-San Francisco 1968 — 1969
City College of San Francisco 1966 — 1967
Society of Certified Senior Advisors September 2014 - Present
Society of Certified Senior Advisors April 2013 - August 2014
Papervana, LLC August 2010 - August 2014
Carefree Transitions, LLC October 2006 - December 2013
Entrepreneur Extraordinaire 2012 - 2012
Food Bank of the Rockies March 2003 - November 2004
Events by Judy November 2001 - March 2003
Skills
Leadership, Process Improvement, Strategic Planning, Business Strategy, Public Speaking, Executive Management, Social Media, Community Outreach, Coaching, Conferences, Events, elder abuse, Seniors, Elder Care, Small Business, Entrepreneurship, Workshops, Professional Organizing, Training, Healthcare, Recruiting, Long-term Care, Compassion, Management, Relocation, Home Care, Teaching, Time Management, Home Offices, Non-profits, Event Planning, Independent Living, Caregiving, Aging in Place, Nonprofits, Retirement Homes, Relocations, Senior Move Management
Education
The College of New Jersey 1975 — 1978
Industrial Arts & Marketing
Scottsdale Community College 1982 — 1982
Interior Design
MillerCoors - Nexus August 2015 - Present
Dan Kacerovskis May 2015 - Present
Society of Certified Senior Advisors November 2011 - June 2015
South Metro Denver Chamber of Commerce October 2009 - November 2011
Anderson Directory Sales March 2006 - August 2009
LION, Inc. January 2000 - February 2006
RHD/Dex Media September 2001 - April 2004
Skills
New Business Development, Strategic Planning, Marketing, Public Speaking, Team Building, Sales, Management, Customer Service, Leadership Development, Social Media Marketing, Insurance, Small Business, Leadership, Networking, Training, CRM, Coaching, Event Planning, Fundraising, Entrepreneurship, Direct Marketing, Cold Calling, Time Management, Business Development, Account Management, Sales Operations, Sales Management, Direct Sales, Salesforce.com, Budgets, Online Marketing, Marketing Strategy, Selling, Strategy
Education
Eastern Illinois University 1982 — 1985
BS, Finance
Silverado Senior Living December 2009 - Present
Alerra Healthcare April 2009 - December 2009
Medical Specialties Managers October 2008 - April 2009
Society of Certified Senior Advisors 2006 - 2009
Meridian Behavioral Health December 2007 - November 2008
Coastal Lab & Radiology Services January 2006 - January 2008
Vericle, Inc 2002 - 2003
InSight Health Corp. September 1993 - June 2001
Skills
Revenue Cycle Management, Healthcare Information..., Revenue Cycle, Healthcare, Hospitals, Healthcare Management, Medical Billing, Home Care, HIPAA, Radiology, Healthcare Industry, Leadership, Management, Medical Coding, Managed Care, Medical Imaging, Medicare, Strategic Planning, Team Building
Education
University of Phoenix 1970 — 1985
Bachelor of Science (BS), Business Administration
Admire Care, LLC March 2008 - Present
Admire Care, LLC January 2008 - Present
Society of Certified Senior Advisors 2008 - Present
Guardian Health Services May 2007 - November 2007
AvMed Health Plans May 2002 - May 2007
Skills
Healthcare, Strategic Planning, Leadership Development, Team Building, Home Care, Medicare, Elder Care, Leadership, Case Managment, HIPAA, Training, Nursing, Healthcare Management, Management, Start-ups, Case Management, Budgets, Utilization Management, Disease Management, Data Analysis, Healthcare Consulting, Human Resources, Employee Training
Education
University of Phoenix 2000 — 2002
MBA, Business Administration
NAU September 2014 - Present
Good Hands Placement Agency August 2013 - August 2014
Arizona Caregiver Coalition July 2013 - February 2014
Society of Certified Senior Advisors November 2013 - 2013
Peoria Unified School District 2003 - 2004
Skills
Research and analysis, Microsoft Office, Presentations, Report writing, Employee Training, Keyboarding and..., Basic accounting, Audio transcription, Live Event Producer, Teacher Training, Sports Coaching, Choir conducting, Teaching, Gluten-free cooking..., Sports officiating, Budgets, Access, Marketing Communications, Volunteer Management, Accounting, Community Outreach, Sports, Audio Transcription, Marketing Strategy, Research, Caregivers, Project Coordination, Respite, Elder Care, Special Needs..., Training, REST, Alzheimer's Care, Older Adults, Report Writing
Education
Northern Arizona University
Educational/Instructional Technology
Arizona State University 2001 — 2003
Bachelor of Arts (BA), American Studies, 4.0
Rio Salado College 2013 — 2013
Accounting, A
Glendale Community College 1999 — 2000
Education
Northland Pioneer College 1996 — 1997
Biology, Human Anatomy Physiology, Medical terminology
Mesa Community College 1978 — 1980
Physical Education
Kristina Beavers, Attorney at Law July 2008 - Present
BNI November 2011 - May 2013
Everest College 2013 - 2013
Kiwanis International October 2008 - July 2012
Kiwanis International 2009 - 2011
Society of Certified Senior Advisors 2009 - 2011
Pacific Life Insurance Company July 1985 - April 2006
Pacific Life 1985 - 2006
Skills
Insurance, Leadership, New Business Development, Strategic Planning, Business, Management, Negotiation, Fundraising, Sales Management, Small Business, Customer Service, Contract Negotiation, Sales, Analysis, Microsoft Office, Business Development, Marketing, Marketing Strategy, Coaching, Team Building, Budgets, Team Leadership, Social Media Marketing, Training, Real Estate, Entrepreneurship, Nonprofits, Estate Planning, Legal Assistance, Courts, Public Speaking, Legal Writing, Litigation, Mediation, Civil Litigation, Legal Issues, Legal Research, Trusts, Wills, Criminal Law, Powers of Attorney, Trials, Guardianship, Appeals, Elder Law, Personal Injury, Bankruptcy, Family Law, Estate Administration, Arbitration
Education
Western State University College of Law 1998 — 2002
JD, Law
University of California, Irvine - The Paul Merage School of Business 1987 — 1989
MBA, Business
Indiana University-Purdue University at Indianapolis 1981 — 1982
BA, Economics
Purdue University 1968 — 1972
Southport High School 1964 — 1968
Society of Certified Senior Advisors September 2011 - Present
Mile High Racing & Entertainment May 2008 - Present
Skills
Marketing, Event Planning, Online Marketing, Social Media, Marketing Strategy, Email Marketing, Social Media Marketing, Customer Service, Public Speaking, Team Building, Direct Marketing, Social Networking, Public Relations, Lead Generation, Market Planning, Facebook, Marketing Communications, SEO, Google Analytics, Event Management, Adobe Creative Suite, Press Releases, Google Adwords, Editing, Customer Acquisition, Photoshop, SEM, Web Analytics, Graphic Design, Advertising, Microsoft Office, Social Media Measurement, Online Lead Generation, Landing Page..., Keyword Research, Conference Coordination, Conference Organization, Pardot, Contract Negotiation, Web Marketing, Marketing Management, Conversion Optimization, Survey Design, Content Marketing, Certified Senior Advisor, CSA, A/B Testing
Education
University of Colorado Denver 2014 — 2016
Master of Business Administration (MBA), Marketing
University of Colorado Denver 2014 — 2016
Master of Science (MS), Marketing
Metropolitan State University of Denver 2008 — 2011
Bachelor's Degree, Business Management
Presbyterian College 2007 — 2008
Allegion, PLC May 2015 - Present
Innospec Inc. March 2011 - April 2015
Society of Certified Senior Advisors January 2009 - March 2012
Skills
Event Planning, Customer Service, Marketing, Team Building, Budgets, Microsoft Excel, Strategic Planning, Employee Benefits, Microsoft Office, Contract Negotiation, Operations Management, Management, Outlook, Leadership Development, Small Business, Leadership, Public Speaking
Education
Kaplan University 2005 — 2007
Bachelors Degree, Paralegal Studies
AIB College of Business 2002 — 2006
Associate of Arts (AA), Administrative Management
Home Care Standards Bureau 2011 - Present
Society of Certified Senior Advisors 1997 - November 2011
The Society 1997 - 2011
Skills
Elder Care, Public Speaking, Long-term Care, Coaching, Non-profits, Fundraising, Home Care, Team Building, Small Business, Entrepreneurship, Seniors, Leadership Development, Healthcare, Nonprofits, New Business Development, Marketing Strategy, Strategic Planning, Marketing, Strategy, Public Relations, Community Outreach, Business Development, Sales, Start-ups, Team Leadership, Event Planning, Training, Leadership, Online Marketing, Social Media, Staff Development, Customer Service, Management, Business Strategy, Caregiving, Budgets, Recruiting, Contract Negotiation, Compassion, Organizational..., Social Networking, Executive Management, Time Management, Business Planning, Program Development, Strategic Partnerships, Medicare, Executive Coaching, Healthcare Industry, Workshop Facilitation
Education
University of Northern Colorado 1961 — 1965
Bachelor of Science (B.S.), Education
St. Luke's Hospice August 2012 - June 2014
Lanai City, Hawaii & Riyadh, Saudi Arabia 2005 - 2012
Society of Certified Senior Advisors May 2002 - March 2010
LTCI Partners, LLC January 2002 - February 2005
Transamerican Occidental 1996 - 2001
Hospice Care of Mid-America 1993 - 1996
Blue Cross and Blue Shield of Kansas City 1988 - 1992
Prime Health (HMO) 1982 - 1988
Skills
Sales, Healthcare Management, Healthcare, Public Speaking, Long-term Care, Hospitals, Higher Education, Coaching, Nonprofits, Training
Education
Baker University 1990 — 1991
Master's of Science, Management
Southern Illinois University, Carbondale 1970 — 1972
BS, Education
Baker University, Baldwin City, Kansas 1968 — 1970
Transferred to Southern Illinois University, Carbondale, IL