Strategies, LLC - Denver
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Strategies, LLC - Denver Employees
Employee
Years
Job
Industry
John L Maslin John L Maslin's Strategies, LLC - Denver Experience June 2014 - August 2014
Job Student at the University of Colorado Boulder
Industry Financial Services
Experience
Matrix Advisors June 2015 - August 2015
CFA Institute August 2014 - April 2015
Anthos Capital October 2014 - December 2014
Strategies, LLC - Denver June 2014 - August 2014
University of Colorado Boulder January 2014 - May 2014
Education
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting Minor in Economics
Legend High School 2008 — 2012
Matrix Advisors June 2015 - August 2015
CFA Institute August 2014 - April 2015
Anthos Capital October 2014 - December 2014
Strategies, LLC - Denver June 2014 - August 2014
University of Colorado Boulder January 2014 - May 2014
Education
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting Minor in Economics
Legend High School 2008 — 2012
Daniel Roman Daniel Roman's Strategies, LLC - Denver Experience September 2014 - April 2015
Job Associate, ALPS
Industry Financial Services
Experience
ALPS, A DST Company June 2015 - Present
Forecast Capital Management LLC August 2014 - June 2015
i3 Capital Partners LLC July 2014 - June 2015
Strategies, LLC - Denver September 2014 - April 2015
Northwestern Mutual January 2014 - May 2014
FRIENDS of Broomfield December 2005 - July 2012
Skills
Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Bloomberg, Capital IQ, Morningstar, Financial Analysis, Financial Management..., Holistic Financial..., Investments, Investment Banking, Capital Markets, Private Equity, Economic Research, Public Speaking, PowerPoint, Financial Planning, Financial Modeling, Asset Management, Asset Allocation, Mergers & Acquisitions
Education
Metropolitan State University of Denver
Finance, Economics, Biology
University of Colorado Denver
Pre-Medicine/Pre-Medical Studies
ALPS, A DST Company June 2015 - Present
Forecast Capital Management LLC August 2014 - June 2015
i3 Capital Partners LLC July 2014 - June 2015
Strategies, LLC - Denver September 2014 - April 2015
Northwestern Mutual January 2014 - May 2014
FRIENDS of Broomfield December 2005 - July 2012
Skills
Microsoft Access, Microsoft Excel, Microsoft PowerPoint, Bloomberg, Capital IQ, Morningstar, Financial Analysis, Financial Management..., Holistic Financial..., Investments, Investment Banking, Capital Markets, Private Equity, Economic Research, Public Speaking, PowerPoint, Financial Planning, Financial Modeling, Asset Management, Asset Allocation, Mergers & Acquisitions
Education
Metropolitan State University of Denver
Finance, Economics, Biology
University of Colorado Denver
Pre-Medicine/Pre-Medical Studies
Christine Kirk Christine Kirk's Strategies, LLC - Denver Experience September 2014 - Present
Job Investment Analyst at Strategies LLC
Industry Financial Services
Experience
Strategies, LLC - Denver September 2014 - Present
Fidelity Investments January 2014 - August 2014
ALPS, A DST Company September 2013 - December 2013
GRASP Systems February 2011 - May 2011
Auto-Owners Insurance June 2010 - August 2010
UBS November 2008 - July 2009
Skills
Series 7, Series 63, Microsoft Excel, Time Management, Customer Service, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Outlook, Financial Analysis, Research, Teamwork, Administrative..., Data Entry
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance (Corporate Finance and Investment Analysis), Real Estate, 3.93
Strategies, LLC - Denver September 2014 - Present
Fidelity Investments January 2014 - August 2014
ALPS, A DST Company September 2013 - December 2013
GRASP Systems February 2011 - May 2011
Auto-Owners Insurance June 2010 - August 2010
UBS November 2008 - July 2009
Skills
Series 7, Series 63, Microsoft Excel, Time Management, Customer Service, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Outlook, Financial Analysis, Research, Teamwork, Administrative..., Data Entry
Education
Colorado State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance (Corporate Finance and Investment Analysis), Real Estate, 3.93
Larisa Knafelc - Stassi's Strategies, LLC - Denver Experience November 2011 - February 2015
Job Strategic Relationship Manager at CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions June 2015 - Present
Strategies, LLC - Denver November 2011 - February 2015
Strategies, LLC. 2011 - February 2015
AIG SunAmerica January 1999 - September 1999
Ron Byrne & Associates Real Estate September 1993 - April 1997
Liz Claiborne, Inc. January 1992 - September 1993
Skills
Investments, Asset Allocation, Mutual Funds, Management, Retirement Planning, Series 7, Finance, Financial Analysis, Retirement, Sales, Series 63, 401k, Financial Services, Series 6, Defined Benefit, Life Insurance
Education
University of Colorado at Denver 1991 — 1992
The University of New Mexico 1987 — 1991
Communications and Psychology
CUNA Mutual Retirement Solutions June 2015 - Present
Strategies, LLC - Denver November 2011 - February 2015
Strategies, LLC. 2011 - February 2015
AIG SunAmerica January 1999 - September 1999
Ron Byrne & Associates Real Estate September 1993 - April 1997
Liz Claiborne, Inc. January 1992 - September 1993
Skills
Investments, Asset Allocation, Mutual Funds, Management, Retirement Planning, Series 7, Finance, Financial Analysis, Retirement, Sales, Series 63, 401k, Financial Services, Series 6, Defined Benefit, Life Insurance
Education
University of Colorado at Denver 1991 — 1992
The University of New Mexico 1987 — 1991
Communications and Psychology
Alex Roitz, CFA Alex Roitz, CFA's Strategies, LLC - Denver Experience December 2009 - April 2011
Job Vice President, Client Relations at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group April 2011 - Present
Strategies, LLC - Denver December 2009 - April 2011
Advised Assets Group January 2004 - December 2009
Fascorp March 2002 - January 2004
Skills
Investments, 401k, Pensions, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, ERISA, Retirement Planning, Investment Strategies, Defined Benefit, Retirement Plan..., Series 65, Defined Contribution
Education
University of Northern Colorado 1993 — 1998
B.A, Mathematics; an emphasis in Applied Statistics
Janus Capital Group April 2011 - Present
Strategies, LLC - Denver December 2009 - April 2011
Advised Assets Group January 2004 - December 2009
Fascorp March 2002 - January 2004
Skills
Investments, 401k, Pensions, Mutual Funds, Asset Allocation, Retirement, Investment Advisory, ERISA, Retirement Planning, Investment Strategies, Defined Benefit, Retirement Plan..., Series 65, Defined Contribution
Education
University of Northern Colorado 1993 — 1998
B.A, Mathematics; an emphasis in Applied Statistics
David Halseth's Strategies, LLC - Denver Experience 1993 - Present
Job Principal at Strategies LLC
Industry Financial Services
Experience
Strategies, LLC - Denver 1993 - Present
Bank of America 1989 - 1993
Skills
Investments, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, Leadership, Financial Advisory, Asset Allocation, Profit Sharing, Mergers & Acquisitions, Defined Benefit, 401k, Defined Contribution, Retirement Plan...
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1989
Finance
Strategies, LLC - Denver 1993 - Present
Bank of America 1989 - 1993
Skills
Investments, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, Leadership, Financial Advisory, Asset Allocation, Profit Sharing, Mergers & Acquisitions, Defined Benefit, 401k, Defined Contribution, Retirement Plan...
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1989
Finance
Marianne Marvez, RPA Marianne Marvez, RPA's Strategies, LLC - Denver Experience November 2009 - October 2011
Job Vice President at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions February 2015 - Present
EMPOWER Retirement December 2011 - February 2015
Strategies, LLC - Denver November 2009 - October 2011
Resnik Partners February 2009 - August 2009
Merrill Lynch July 2005 - 2008
INVESCO Retirement Plan Services March 2000 - July 2005
MetLife Retirement Group July 1996 - March 2000
INVESCO Retirement Plan Services March 1989 - July 1996
Skills
Mutual Funds, Retirement, Sales, 401k, Series 6, Defined Benefit, Series 7, Investments, Retirement Planning, Management, Defined Contribution, Wealth Management, Investment Advisory, Pensions, Asset Allocation, Investment Management, Financial Services, Leadership, Deferred Compensation, Employee Benefits, Retirement Plan..., Securities, Mergers & Acquisitions, Investment Strategies, Finance, IRAs, FINRA, Asset Management, Financial Advisory, Series 63, Alternative Investments, CRM, Financial Planners, Fixed Annuities, Life Insurance, Executive Pay, Portfolio Management, ERISA, Relationship Management, Uniform Combined State..., Succession Planning, Strategic Financial..., Insurance, Benefits Administration, Equities, Small Business
Education
University of Denver 2007 — 2011
BA, Law and Society
St. Mary's Academy
High School Diploma
University of Northern Colorado
Business Administration
Innovest Portfolio Solutions February 2015 - Present
EMPOWER Retirement December 2011 - February 2015
Strategies, LLC - Denver November 2009 - October 2011
Resnik Partners February 2009 - August 2009
Merrill Lynch July 2005 - 2008
INVESCO Retirement Plan Services March 2000 - July 2005
MetLife Retirement Group July 1996 - March 2000
INVESCO Retirement Plan Services March 1989 - July 1996
Skills
Mutual Funds, Retirement, Sales, 401k, Series 6, Defined Benefit, Series 7, Investments, Retirement Planning, Management, Defined Contribution, Wealth Management, Investment Advisory, Pensions, Asset Allocation, Investment Management, Financial Services, Leadership, Deferred Compensation, Employee Benefits, Retirement Plan..., Securities, Mergers & Acquisitions, Investment Strategies, Finance, IRAs, FINRA, Asset Management, Financial Advisory, Series 63, Alternative Investments, CRM, Financial Planners, Fixed Annuities, Life Insurance, Executive Pay, Portfolio Management, ERISA, Relationship Management, Uniform Combined State..., Succession Planning, Strategic Financial..., Insurance, Benefits Administration, Equities, Small Business
Education
University of Denver 2007 — 2011
BA, Law and Society
St. Mary's Academy
High School Diploma
University of Northern Colorado
Business Administration
Alex Fenimore's Strategies, LLC - Denver Experience October 2014 - January 2015
Job Business Analyst at Motiva Enterprise
Industry Financial Services
Experience
Motiva Enterprise August 2015 - Present
Strategies, LLC - Denver October 2014 - January 2015
Denver Retirement Partners: AXA Advising June 2014 - August 2014
Education
Fundación Gran Rosario 2015 — 2015
Summer Seminar Abroad, Spanish
University of Colorado Boulder 2011 — 2015
Bachelor of Science in Business Administration with an Emphasis in Finance, Spanish Minor, International Business Certificate, Senior
Universitat Autònoma de Barcelona 2014 — 2014
Study Abroad, Spring Semester, International Business
Motiva Enterprise August 2015 - Present
Strategies, LLC - Denver October 2014 - January 2015
Denver Retirement Partners: AXA Advising June 2014 - August 2014
Education
Fundación Gran Rosario 2015 — 2015
Summer Seminar Abroad, Spanish
University of Colorado Boulder 2011 — 2015
Bachelor of Science in Business Administration with an Emphasis in Finance, Spanish Minor, International Business Certificate, Senior
Universitat Autònoma de Barcelona 2014 — 2014
Study Abroad, Spring Semester, International Business
Jared Marcus Jared Marcus's Strategies, LLC - Denver Experience June 2011 - November 2011
Job Vice President ETF & SMA Specialist at First Trust
Industry Investment Management
Experience
First Trust October 2014 - Present
First Trust July 2012 - October 2014
Strategies, LLC - Denver June 2011 - November 2011
David A. Marcus & Associates July 2006 - August 2010
Skills
Investment Management, Investment Strategies, Investment Advisory, Financial Analysis, Investment Sales, ETFs, Separately Managed..., Financial Advisory, Asset Allocation, Mutual Funds, Strategic Financial...
Education
CFA Institute
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors of Science in Business & Administration, Finance, Entrepreneurial Studies & Small Business Management
University of New Haven- Barcelona, Spain 2011 — 2011
Business & Administration, International Business
First Trust October 2014 - Present
First Trust July 2012 - October 2014
Strategies, LLC - Denver June 2011 - November 2011
David A. Marcus & Associates July 2006 - August 2010
Skills
Investment Management, Investment Strategies, Investment Advisory, Financial Analysis, Investment Sales, ETFs, Separately Managed..., Financial Advisory, Asset Allocation, Mutual Funds, Strategic Financial...
Education
CFA Institute
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors of Science in Business & Administration, Finance, Entrepreneurial Studies & Small Business Management
University of New Haven- Barcelona, Spain 2011 — 2011
Business & Administration, International Business
Eric Leavitt's Strategies, LLC - Denver Experience November 2011 - February 2015
Job Regional Sales Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement February 2015 - Present
Strategies, LLC - Denver November 2011 - February 2015
Lincoln Trust Company March 2011 - November 2011
Pershing Advisor Solutions / The Bank of New York Mellon Corp. 2007 - February 2011
Fiserv ISS January 1997 - May 2007
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Institutional, Mutual Funds, Securities, Asset Management, Retirement, Series 7
Education
Colorado State University 1993 — 1996
EMPOWER Retirement February 2015 - Present
Strategies, LLC - Denver November 2011 - February 2015
Lincoln Trust Company March 2011 - November 2011
Pershing Advisor Solutions / The Bank of New York Mellon Corp. 2007 - February 2011
Fiserv ISS January 1997 - May 2007
Skills
Investments, Wealth Management, Portfolio Management, Asset Allocation, Institutional, Mutual Funds, Securities, Asset Management, Retirement, Series 7
Education
Colorado State University 1993 — 1996