Sooper Credit Union
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Sooper Credit Union Employees
Life Transition Planners, Inc./NFP Advisor Services, LLC March 2011 - Present
Sooper Credit Union 2002 - 2014
First Financial Strategies, LLC / INVeST Financial Corporation July 2005 - February 2011
Northwestern Mutual October 2004 - June 2005
Target September 2002 - October 2004
King Soopers October 1978 - August 2002
Skills
Series 7, Retirement, Securities, Series 63, Investments, Retirement Planning, Long-term Care, Wealth Accumulation..., Investment Advisory, Alternative Investments, Retirement Income..., Mutual Funds, Finance, FINRA
Education
Metropolitan State College of Denver 2006 — 2007
Certificate of Achievement, Personal Financial Planning
University of Colorado Denver 1997 — 2001
Bachelor of Science, Finance
Holy Family High School 1973 — 1977
Graduated, College Preparatory
St. Catherine's Grade School 1966 — 1973
Sooper Credit Union July 2014 - Present
Staples Advantage November 2007 - April 2014
Self Employed August 1996 - August 2007
Skills
Accounts Receivable, AR Resolver, Customer Satisfaction, Credit Analyst, Oracle Applications, Microsoft Office, Corporate Accounting &..., GetPaid, Data Analysis for..., Enjoy Working with..., AR Research, Remedy Software, Records Organization &..., Invision, AS400 system, Credit Card Transaction..., PowerPoint, Fraud monitoring, Commercial Collections, Accounts Recievable..., Customer Experience, International Relations, Commercial Banking, Student Counseling, Hotel Administration, Experience Working with..., Group Homes, Church Events, Childcare
Education
Eastern New Mexico University 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Psychology
Sooper Credit Union September 2014 - Present
Premier Members Federal Credit Union January 2010 - September 2014
Colorado United Credit Union June 2005 - January 2010
Denver Community Credit Union May 1998 - June 2005
Sherwood Co-operative 1990 - 1997
Skills
Senior Executive..., Credit Unions, Financial Statement..., Business Analysis, Banking, Strategic Planning, Cash Flow, Forecasting, Financial Accounting, Budgets, Process Improvement, Business Strategy, Auditing, Information Technology, Investments, Capital Markets, Finance, Strategy, Executive Management, Management, Nonprofits, Operations Management, Internal Controls, Leadership, Credit, Microsoft Excel, Financial Analysis, Risk Management, Loans, Cash Management, Credit Analysis, Accounting
Education
University of Phoenix-Colorado Campus 2001 — 2004
Bachelor of Science (BS), Accounting and Economics
University of Regina - Luther College 1989 — 1993
Bachelor of Business Administration (BBA), Accounting and Finance
The Party Staff Inc. 2013 - Present
Lane Bryant July 2011 - July 2012
Sooper Credit Union June 2008 - June 2010
Skills
Customer Service, Sales Management, Team Management, Accurate Data Entry, Proactive self-starter, Always Punctual, Learning Quickly, Time Management
Education
Arapahoe Community College 2014 — 2014
currently enrolled
Mesa State College 2005 — 2005
Sooper Credit Union 1998 - Present
Skills
Consumer Lending, Credit, Banking, Loans, Loan Origination, Credit Unions, Customer Service, Management, Sales, Team Building, Strategic Planning, Insurance, New Business Development, Sales Management, Budgets
Education
Simpson College 1962 — 1966
BS
Glenbard, Glen Ellyn, Ill 1959 — 1962
Sooper Credit Union December 2013 - Present
Westerra Credit Union February 2009 - December 2013
U.S. Bank May 2005 - January 2009
Skills
Consumer Lending, Loans, Credit, Banking, Credit Analysis, Mortgage Lending, Loan Origination, Lines Of Credit, Credit Risk, Mortgage Banking, Refinance, Branch Management, Credit Unions, Residential Mortgages, Small Business Lending
Education
Community College of Aurora
Highland Community College
Sooper Credit Union July 2015 - Present
Western Rockies Federal Credit Union June 2014 - July 2015
Bellco Credit Union November 2013 - June 2014
Bellco Credit Union November 2008 - November 2013
Skills
Loans, Banking, Commercial Lending, Customer Service, Business Development, Credit, Strategic Planning, Mortgage Lending, Sales Management, Commercial Banking, Financial Services, Small Business, Account Management, Insurance, Training, Sales, Consumer Lending, Credit Analysis, Real Estate, Risk Management
Education
Colorado Mesa University 2001 — 2008
Bachelor of Business Administration, Marketing
Sooper Credit Union March 2013 - Present
Yannick Computer Solutions, Inc. January 2009 - March 2013
Foothills Park & Recreation District December 2001 - December 2008
Standard Pacific Homes October 1994 - December 2001
Yannick Computer Solutions, Inc, July 1991 - October 1994
MAI Basic Four September 1984 - July 1994
John Nuveen & CO January 1980 - 1982
John Nuveen & CO September 1977 - January 1980
Education
DePaul University 1979 — 1983
BS, Finance
LeaderQuest
Sooper Credit Union September 2014 - Present
ArtsPower March 2014 - June 2014
New York Theatre Workshop August 2013 - March 2014
Lone Tree Arts Center August 2012 - June 2013
Varied January 2006 - December 2012
Broadway.com February 2011 - August 2011
Town Hall Arts Center June 2006 - August 2010
Skills
Stage Management, Costume Design, Run Crew, Directing, Assistant Directing, Box Office, House Management, Writing, Creative Writing, Entertainment, Ticket Sales, Event Management, Theatre, Event Planning, Performing Arts, Social Media Marketing, Musical Theatre, Poetry, Fiction Writing, Playwriting, Theatrical Production, Acting, Arts Administration, Drama
Education
Regis University
Master’s Degree, Non Profit Management/International Leadership
Metropolitan State College of Denver 2000 — 2013
Bachelor of Arts (B.A.), Theater
Sooper Credit Union January 2009 - Present
Arvada Chamber of Commerce 1998 - Present
Skills
Loans, Leadership, Credit, Customer Service, Banking, Social Media, Small Business, Small Business Lending, Marketing, New Business Development, Sales, Strategic Planning, Team Building, Public Speaking, Growth Strategies, Entrepreneurship, Marketing Strategy, Management, Negotiation, Commercial Lending, Strategic Partnerships, Sales Management, Executive Management, Lead Generation, Social Networking, Business Development, Real Estate, Account Management, Loan Origination, Public Relations, Business Strategy, Budgets, Business Planning, Direct Sales, Commercial Banking, Consumer Lending, Insurance, Investments, Coaching, Selling, Strategy, Finance, Online Marketing, Risk Management, Mortgage Lending, Start-ups, Email Marketing, Merchant Services, Social Media Marketing, Advertising
Education
Illinois State University
Sooper Credit Union November 2005 - Present
Sooper Credit Union November 2004 - November 2005
Sooper Credit Union July 2003 - November 2004
Denver Community Credit Union May 1999 - April 2001
Skills
Coaching, Performance Management, Leadership Development, Team Building, Customer Service, Management, Sales, Employee Training, Public Speaking, Banking, Training, Sales Management, Microsoft Office, Adult Education, E-Learning, Blended Learning, Credit, Consumer Lending
Education
Metropolitan State College of Denver 1991 — 1994
Colorado Christian University 1990 — 1991
Sooper Credit Union March 2015 - Present
Sooper Credit Union March 2015 - Present
S3- Shared Service Solutions, LLC January 2014 - February 2015
Bellco Credit Union January 2000 - January 2014
Skills
Loans, Banking, Credit, Credit Analysis, Consumer Lending, Loan Origination, Retail Banking, Financial Analysis, Credit Risk, Analysis, Process Improvement, Strategy, Management, Training, Leadership
Education
Red Rocks Community College 1995 — 1996
Business Management, Business Administration and Management, General
Arvada Highschool 1995 — 1995
GED, GED
ZOLL March 2013 - Present
PSA Security Network June 2012 - March 2013
PSA Security Network November 2011 - June 2012
Travelex Currency Services Inc. July 2010 - August 2011
Denver Community Federal Credit Union August 2007 - May 2010
Denver Community Federal Credit Union October 2006 - August 2007
Denver Community Credit Union August 2005 - October 2006
Denver Community Federal Credit Union April 2004 - August 2005
Sooper Credit Union March 2002 - April 2004
Denver Public Schools January 2002 - February 2002
Skills
Adobe Creative Suite, MS Office Suite, QuarkXPress, Dreamweaver, Salesforce.com, SharePoint, Marketing Strategy, Community Outreach, New Business Development, Financial Education, Technical Writing, Creative Writing, Creative Problem Solving, Company Branding, Department Management, Coaching Staff, Microsoft Office, Budgets, Management, Strategic Planning, Marketing, Corporate Branding, Program Management, Sales, Training, Business Planning, Team Building, Email Marketing, Customer Service, Leadership, Marketing Management, Lead Generation, Cross-functional Team..., Competitive Analysis, Social Media, Market Research, Strategy, Business Development, Advertising, Online Advertising, Event Management, Event Planning
Education
University of Minnesota 1997 — 2001
Bachelor of Arts, Spanish and Communication
University of Minnesota Duluth 1997 — 2001
Bachelor's degree, Spanish Language and Literature
Arvada Community Food Bank 2012 - Present
The Jefferson Foundation 2011 - Present
Jefferson County Strategic Planning & Advisory Council 2010 - Present
Sooper Credit Union 2009 - Present
Colorado State University 2010 - 2011
University of Colorado Denver 2009 - 2011
Serving Kids 2009 - 2011
Jefferson County Public Schools, Colorado 2001 - 2009
Jefferson County Public Schools, Colorado 1994 - 2001
Jefferson County Public Schools, Colorado 1979 - 1995
Skills
Grants, Staff Development, Elementary Education, Grant Writing, Curriculum Design, Public Speaking, Strategic Planning, Community Outreach, Curriculum Development, Teaching, Adult Education, Non-profits, Educational Leadership, Fundraising, Higher Education, Educational Technology, Volunteer Management, Social Media, Program Development, Community Development, Nonprofits, Coaching, Event Planning, Public Relations, Policy, Leadership Development
Education
Alameda High School, Jefferson County, CO
Lesley College
MA, Computers in Education
University of Colorado at Denver
Licensure in School Administration
University of Notre Dame
BA, Mathematics, Secondary Certification in Education
Altoona Midway USD 387 May 2014 - Present
Multiple School Districts 2012 - May 2014
USD 461 2009 - 2012
Sooper Credit Union 1997 - 1999
Skills
Early Childhood..., Teaching, Psychology, Elementary Education, Training, Special Education, Curriculum Development, Classroom, Tutoring, Literacy, Differentiated..., Curriculum Design, Lesson Planning, Classroom Management, Smartboard
Education
Newman University 2012 — 2014
Bachelor of Science (B.S.), Early Childhood Unified; Elementary Education
Independence Community College 2010 — 2012
Associate of Science (A.S.), Elementary Education and Teaching
Food Bank of the Rockies September 2007 - Present
BioMedical Technology Solutions, Inc. February 2007 - September 2007
Gateway Credit Union June 2004 - February 2007
CPI Card Group 2000 - 2004
Sooper Credit Union 1999 - 2001
Denver Community Federal Credit Union 1995 - 2000
Skills
Marketing Communications, Writing, Strategic Planning, Product Development, Budgeting, Radio, Marketing Research, Campaign Management, Campaign Creation, Public Relations, Promotions, Social Media, Event Planning, Online Marketing, Event Management, Public Speaking, Marketing Strategy, Advertising, Copywriting, Social Media Marketing, Non-profits, Blogging, Editing, Media Relations, Facebook, Email Marketing, New Business Development, SEO, Customer Relations, Social Networking, Negotiation, Team Building, Graphic Design, Microsoft Office, Newsletters, Excel, Research, Brand Development, Market Research, Account Management, Direct Marketing, Word, Problem Solving, Start-ups, Corporate Communications, Internal Communications, B2B, Creative Development, Direct Mail, Television
Education
University of Colorado Denver 1986 — 1989
BS, Business Administration / Marketing
Wheat Ridge High School 1978 — 1981
Diploma, High School/Secondary Diplomas and Certificates
Colorado BBQ Company March 2011 - Present
Heavenly Helpings Catering & Gourmet Desserts January 2008 - Present
Sooper Credit Union July 2007 - June 2010
Education
Colorado State University
Bachelor of Science, Wildlife Biology
Sooper Credit Union First Vice PresidentFifth Third Bank1988 - 1995
Commercial National Bank 1977 - 1988
Skills
Credit, Sales Management, Credit Unions, Banking, Portfolio Management, Consumer Lending, Loans, Executive Management, Financial Analysis, Loan Origination, Leadership, Small Business Lending, Mortgage Banking, Financial Services, Commercial Lending, Credit Risk, Underwriting, Credit Analysis, Finance, Mortgage Lending, Insurance, Management, Risk Management
Education
Fremont Ross
Tiffin University
PCS Ferguson (formerly PCS and Ferguson Beauregard) February 2015 - Present
Central Beef Industries January 2013 - November 2014
Parabel Inc November 2011 - January 2013
Lakeshore May 2011 - October 2011
NetQuote, Inc - A division of BankRate Insurance February 2007 - December 2010
Fortner, Bayens, Levkulich CPA January 2005 - February 2007
Sooper Credit Union September 2002 - December 2004
Skills
GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, Accounting, Auditing, Accounts Receivable, Accounts Payable, Fixed Assets, Financial Statements, Account Reconciliation
Education
Colorado State University
Bachelor of Science, Accounting
Gonzaga University July 2014 - Present
Numerica Credit Union January 2011 - January 2013
Numerica Credit Union July 2008 - January 2011
Air Academy Federal Credit Union August 2005 - June 2008
Sooper Credit Union 2002 - 2006
Skills
Credit, Consumer Lending, Loans, Credit Analysis, Underwriting, Commercial Lending, Mortgage Lending, Retail Banking, Small Business Lending, Banking
Education
Regis University 2004 — 2005
BSBA, Business/Finance
University of Northern Colorado 1998 — 2001
Sooper Credit Union March 2013 - Present
Skills
Maya, Computer Animation, 3D Modeling, Photoshop, Animation, After Effects, Character Animation, Adobe Creative Suite, Management, Microsoft Office, Leadership, Customer Service, New Business Development, Illustrator, Texturing, Storyboarding, Premiere, Zbrush, Motion Graphics, 3D, Visual Effects, Marketing, Social Media Marketing, Community Outreach, Public Speaking, Sales, Banking, Credit Analysis, Cross Selling, Cash Management
Education
University of Colorado at Denver 2004 — 2009
Bachelor of Fine Arts (B.F.A.), 3D Animation
Sooper Credit Union December 2004 - Present
Jeffco Schools Federal Credit Union October 2003 - May 2004
Check Into Cash May 2002 - July 2003
Advance America March 1999 - April 2002
Pearle Vision August 1996 - March 1998
New West Eyeworks September 1989 - February 1996
Skills
Credit Unions, Strategic Planning, Marketing Strategy, Banking, Budgets, Marketing, Brand Development, Marketing Communications, Management, Sales, New Business Development, Team Building, Leadership, Loans, Sales Management, Business Development, Social Media Marketing, Credit, Executive Management, Public Relations, Email Marketing, Organizational..., Event Planning, Retail Marketing
Education
Arizona State University 1986 — 1988
Bachelor of Arts, Organizational Communications
Ball State University - College of Business 1980 — 1982
Marketing, Marketing
American Family Insurance February 2013 - Present
Mary Kay Inc. December 2012 - February 2013
Sooper Credit Union November 2009 - February 2013
Sooper Credit Union February 2008 - November 2009
Bellco Credit Union December 2004 - February 2008
Skills
Credit Unions, Consumer Lending, Teller Operations, Customer Service, Loan Origination, Loan Servicing, Microsoft Excel, Cash Management, Sales, Cross Selling, Microsoft Word, Cash Handling Experience, Debit Cards, Deposits, Outlook, Microsoft Office, Credit, Insurance, Windows 7, Coaching, Telephone Skills, Call Centers, Loans
Education
Metropolitan State University of Denver 2004 — 2008
Business Management
Gateway 2000 — 2004
Colorado State University - Global Campus
Bachelor's degree, Business Administration and Management, General
Arapahoe Credit Union May 2014 - Present
Arapahoe Credit Union June 2007 - May 2014
Sooper Credit Union 1994 - 2007
Mountain West Credit Union Association 1992 - 1994
Skills
Banking, Retail Banking, Budgets, Loans, Financial Risk, Underwriting, Consumer Lending, Credit, Executive Management, Financial Services, Strategic Planning, Business Strategy, Insurance, Coaching, Credit Unions, Vendor Management, Risk Management, Cash Management, Leadership, Financial Institutions, Financial Analysis, Credit Analysis, Commercial Lending, Treasury Management, Mortgage Lending, Finance, Credit Risk, Small Business Lending, Commercial Banking, Mergers & Acquisitions, Mortgage Banking
Education
Metropolitan State University of Denver 1987 — 1991
BS, Accounting
Goodies Galore and More April 2012 - Present
Self-employed 2010 - Present
Power Choice September 1997 - June 1998
Sooper Credit Union January 1986 - November 1987
Arthur Young October 1979 - September 1980
Education
Amarillo High School 1975 — 1978
John F. Kennedy High School 1978 — 1979
1979
Amarillo College 1980 — 1983