TD Ameritrade Trust Company
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TD Ameritrade Trust Company Employees
TD Ameritrade Institutional November 2011 - Present
TD Ameritrade Trust Company November 2009 - November 2011
Skin-it s.c. January 2008 - September 2008
Skills
Series 7, Series 63, Salesforce.com, Customer Service, Portfolio Management, Financial Analysis, Finance, Financial Services, Relationship Management, Investments, Risk Management, Business Development, Sales, Microsoft Office
Education
University of Colorado Boulder 2003 — 2007
Bachelors, Economics
Acalanes High School 1999 — 2003
Trust Company of America February 2013 - Present
TD Ameritrade Trust Company July 2008 - February 2013
Fiserv ISS February 2007 - July 2008
McCaffery Gottlieb Lane LLCMN May 2006 - December 2006
PH Events Ltd September 2005 - May 2006
Skills
Mutual Funds, Account Reconciliation, 401k, Finance, Management, Strategy, Leadership, Six Sigma, Analysis
Education
Colorado State University 2012 — 2014
MBA
Hamilton College 2001 — 2005
BA, Government and Art History
Victoria University of Wellington 2004 — 2004
Study Abroad, Maori Culture and Art History
Bronxville High School
The Chapin School
TD Ameritrade Trust Company February 2011 - Present
TD Ameritrade Trust Company January 2008 - February 2011
Wells Fargo Institutional Trust services January 2007 - June 2008
Davanni's Pizza April 1999 - June 2008
Skills
Access, Retirement Planning, Microsoft Word, Training, Staff Development, Mutual Funds, Investments, Securities, Risk Management, 401k, Trading, Series 63, Leadership, Financial Services, Management
Education
Ashford University 2009 — 2011
Masters of Arts, Organizational Leadership
University of Wisconsin-Stout 2003 — 2006
Bachelor of Science, Service Management
North Hennepin Community College 2002 — 2003
Docupace Technologies February 2015 - Present
M Financial Group May 2014 - January 2015
TD Ameritrade Trust Company February 2013 - January 2014
TD Ameritrade Trust Company 2011 - 2013
Russo Partners, LLC June 2010 - August 2010
Bridge Linguatec July 2009 - May 2010
Fiserv ISS June 2007 - September 2008
Triumph Mortgage, LLC January 2006 - June 2007
Skills
Process Improvement, Business Analysis, Strategy, Data Analysis, Leadership, Project Management, Training, Financial Services, Access, Customer Service, 401k, Mutual Funds, Microsoft Office, Business Strategy, Analysis, Quality Assurance, Microsoft Excel, Visual Basic Design
Education
University of Colorado at Colorado Springs 2001 — 2006
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Global Capacity July 2015 - Present
TD Ameritrade Trust Company December 2014 - July 2015
Mile High Scenesters June 2012 - June 2015
Graebel Companies October 2014 - December 2014
First Valuation February 2014 - July 2014
Centurylink (formerly Qwest & USWest) contracted by Blackstone Technology Group July 2009 - October 2013
Martinez-Hromada, Precision Recruiting, Adecco/Ajilon Office&Finance, Office Team/Robert Half 2001 - June 2009
QualMark Corporation 1997 - 2000
Carnegie Group (now Logica) January 1995 - December 1997
Centennial Peaks Hospital LLC January 1989 - December 1990
Skills
Social Media, Marketing, Program Management, Budgets, Project Management, Entertainment, Social Networking, Event Planning, Music Industry, Event Management, Fundraising, Customer Service, Nonprofits, Music, Administrative..., Social Media Marketing, Non-profits, Microsoft Office, Office Management, Talent Management, Contract Negotiation, Facilities Management, Access, QuickBooks, Travel Arrangements, FrontPage, Administrative..., Business Process..., Quicken, A&R, MS Project, C-Level Executive..., Procedure Manuals, Concert Production, Collaborative Problem..., Supervising, Organizing Meetings, Board of Director Level..., Personal Assistant to..., Mass Email Marketing, Marketing Material..., Creation Of Training..., Training of..., Safety Meetings, Go To Meeting, Skype, ACT Contact Management..., ADP, WebEx, Administrative...
Education
Front Range Community College 1987 — 1989
Business
Northglenn High School 1975 — 1978
Norgren April 2011 - Present
TD Ameritrade 2008 - April 2011
TD Ameritrade Trust Company July 2006 - April 2011
Fiserv Investment Support Services 2005 - 2008
J.P.Morgan Chase 2004 - 2006
EDS Advanced Solutions 1999 - 2003
Skills
Servers, Active Directory, Windows Server, System Administration, DNS, DHCP, Microsoft Exchange, Security, Troubleshooting, Operating Systems, Hardware, Microsoft SQL Server, IIS, Windows, Software Installation, Data Center, Disaster Recovery, Vendor Management
Education
University of Nevada-Las Vegas 1983 — 1983
DIRECTV February 2010 - Present
TD Ameritrade Trust Company March 2008 - October 2009
Fiserv ISS May 2005 - March 2008
Information Technology, Inc 1995 - 2005
Skills
Leadership, Process Improvement, Business Analysis, SDLC, Agile Methodologies, Visio
Education
University of Nebraska at Kearney 1986 — 1990
MG Trust Company June 2013 - Present
TD Ameritrade Trust Company March 2008 - June 2013
Fiserv Investment Support Services April 1996 - March 2008
Invesco 1992 - 1995
Education
Colorado State University 2012 — 2014
Master of Arts (MA), Organizational Leadership
University of Phoenix 2002 — 2005
BS, Business Administration and Management, General
TD Ameritrade Trust Company February 2008 - Present
Fiserv Trust Company 2002 - 2008
Great-West Life and Annuity Insurance Company 1995 - 2001
Education
Regis University 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
South Dakota State University 1979 — 1983
Bachelor's degree, Family and Consumer Sciences/Human Sciences
TD Ameritrade Trust Company June 2013 - Present
TD Ameritrade Trust Company 2008 - June 2013
Fiserv Trust Company 2000 - 2008
Skills
Mutual Funds, Access, Excel, Process Improvement, Project Management, MS Project, Lean Transformation, Project Coordination, SQL, Team Leadership, Management, Risk Management, Leadership
Education
University of Colorado at Boulder