The Chotin Group
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The Chotin Group Employees
Oracle April 2015 - Present
Datalogix January 2014 - April 2015
Datalogix September 2012 - January 2014
DigitalGlobe June 2011 - August 2011
Cadogan Management February 2008 - June 2010
GK Training August 2007 - February 2008
The Chotin Group May 2006 - August 2006
Skills
Data Analysis, Marketing Communications, Market Research, Social Media Marketing, RFP Generation, Presentation Coaching, Marketing Strategy, Training, Management, Financial Modeling, Competitive Analysis, Strategy, Marketing, Analytics, Start-ups, Business Strategy, Entrepreneurship, Product Management, Leadership, Strategic Planning, Business Development, Digital Marketing, Project Management
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Finance and Marketing
Georgetown University, College of Arts and Sciences 2003 — 2007
Bachelor of Arts, History
Charles Schwab March 2014 - Present
Charles Schwab June 2011 - February 2014
eCollege a Pearson Company February 2008 - June 2011
The Chotin Group October 2006 - January 2008
Great-West Life July 2003 - October 2006
GovConnect (First Data) December 2001 - July 2003
InNet 2000 - 2001
InNet 1999 - 2000
Republic Financial Corp 1998 - 2000
Joseph Sturniolo & Associates 1997 - 1998
Skills
Team Management, SQL Server, Business Intelligence, Data Warehousing, Strategic Planning, Vendor Relations, SDLC, Agile, SQL, Business Analysis, ETL, Databases, IT Strategy, Integration, Analytics, SSRS, Application Development, SSIS, Software Development, .NET, Cognos, Database Design, Architecture, Data Analysis, SOA, Process Improvement, SaaS, Software Engineering, Data Mining, Vendor Management, Data Modeling, Agile Project Management, Scrum, Management, Strategy, Leadership, Servers, IT Management, Software Documentation, Disaster Recovery, Microsoft SQL Server, Oracle, Agile Methodologies, C#, IIS, Visual Basic, Software Project..., Data Center, System Architecture, Business Process
Education
University of Colorado Denver 1999 — 2002
MS IS, Information Systems
University of Wyoming 1987 — 1992
BS, Business Administration
Cheyenne Central High 1980 — 1990
American Mortgage Consultants, Inc. June 2015 - Present
Stewart Title April 2009 - June 2015
The Chotin Group May 2007 - April 2009
CollegeInvest January 2001 - May 2007
The Murrayhill Company September 1997 - January 2001
Skills
Analytics, Financial Analysis, Risk Management, Due Diligence, Data Analysis, Financial Modeling, Credit Risk, Business Analysis, Analysis, Loans, Asset Management, Mortgage Lending, Underwriting, Corporate Finance, Finance, Financial Services, Team Leadership, Banking, Mortgage Banking, Process Improvement
Education
Minnesota State University, Mankato 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Colorado at Denver 1997 — 2002
MA, Economics
University of Minnesota-Twin Cities 1993 — 1995
BS, Economics
Woodfield Fund Administration, LLC June 2014 - Present
Rothstein Kass October 2013 - May 2014
MG Stover & Co. July 2013 - October 2013
Rothstein Kass January 2011 - July 2013
Specialty Sports Venture August 2009 - August 2010
The Chotin Group May 2006 - February 2008
Skills
Financial Analysis, Management, Auditing, Accounting, Finance, Financial Reporting, Hedge Funds, Alternative Investments, US GAAP reporting, SEC filings, US GAAP, Financial Modeling, Valuation, Sarbanes-Oxley Act
Education
University of Denver - Daniels College of Business 2010 — 2011
MACC
University of Denver 2005 — 2009
B.S.B.A, Finance
Griffith University 2008 — 2008
Finance and International Studies
Smoky Hill High School 2001 — 2005
MountainView Capital Holdings April 2014 - Present
MountainView Capital Holdings October 2012 - April 2014
Economics Partners, LLC October 2011 - October 2012
Clayton November 2007 - October 2011
The Chotin Group March 2007 - November 2007
Clayton October 2003 - March 2007
Manning & Napier Advisors 2002 - 2003
Skills
Financial Modeling, Leadership, Fixed Income, Finance, Valuation, Bloomberg, Due Diligence
Education
Saint Lawrence University 1998 — 2002
B.A., Economics
Panorama Consulting Solutions August 2011 - Present
Katzson Brothers, Inc. 2010 - August 2011
Assurity Financial Services 2007 - 2010
Megastar Financial Corp 2007 - 2007
CVentures, Inc. 2005 - 2007
The Chotin Group 1991 - 2005
Skills
Financial Reporting, Forecasting, Auditing, Accounting, Financial Analysis, Internal Controls, Financial Modeling, Analysis, Risk Management, Account Reconciliation, Finance, Budgets, ERP, Management, Cash Flow, General Ledger
Education
Keller Graduate School of Management 2005 — 2006
Masters, Accounting & Finance
University of Phoenix
BS, Accounting
Catholic Health Initiatives June 2011 - Present
Two Degrees March 2008 - June 2011
CVentures January 2006 - February 2008
Kimberly Steenhoek September 2004 - December 2005
The Chotin Group July 1996 - September 2004
Skills
Form 990 Tax Exempt..., Financial Reporting, Financial Accounting, Financial Analysis, Accounting, General Ledger, Strategic Financial..., Tax, Finance, Cash Management, Budgets, SEC filings, Financial Statements, GAAP, Sarbanes-Oxley Act, Internal Controls, Auditing, Account Reconciliation, Hyperion Enterprise, Returns, W2
Education
University of Denver 1995 — 1996
Masters, Taxation
University of Colorado Denver 1991 — 1995
Bachelors, Accounting
Sidford Capital August 2012 - Present
JCR Capital October 2011 - August 2012
Beekman Real Estate Investment Management June 2010 - September 2011
The Chotin Group May 2005 - September 2011
Merchants Mortgage & Trust July 2004 - May 2005
Joe Lieberman for President 2003 - 2004
Education
New York University 2009 — 2010
Masters, Real Estate Finance
University of Colorado Boulder - Leeds School of Business 2000 — 2003
Automation-X Corp. October 2011 - Present
B2B CFO March 2010 - September 2011
Vitrasun LLC March 2009 - February 2010
Sierra Consulting, Inc. June 1997 - February 2010
Whole Health Products LLC June 2006 - February 2009
FAR Gas 1992 - 1997
The Chotin Group 1990 - 1997
Skills
Financial Reporting, SEC filings, Investments, Cash Flow, Financial Modeling, Managerial Finance, Budgets, Working Capital..., Business Planning, Cash Management, Strategic Financial..., Finance, Management, Accounting, Internal Controls, Small Business, Mergers, Cash Flow Forecasting, Financial Analysis, Banking, Forecasting, CPA, Banking Relationships, Mergers & Acquisitions, Tax, Due Diligence, Financial Statements, Cost Accounting
Education
Colorado State University 1974 — 1978
BS, Accounting
Regis Jesuit High School
chfa May 2010 - Present
Great West Life Insurance September 2007 - May 2010
The Chotin Group March 2007 - September 2007
Great West Life Insurance June 2002 - February 2007
Concept Technologies, LLC June 2001 - May 2002
Immedient January 2001 - May 2001
TimeBridge Technologies, Inc. May 1998 - December 2000
SSDS January 1996 - April 1998
US West MIS June 1994 - December 1995
Citicorp Diners Club, Inc. August 1992 - May 1994
Skills
Microsoft SQL Server, C#, Visual Studio, XML
Education
Colorado Mesa University 1982 — 1986
Computer Information Systems
Regis University
Bachelor, Computer Information Systems
Western Asset Management August 2007 - June 2013
The Chotin Group September 2004 - August 2007
Agile Group, LLC May 2002 - August 2003
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Hedge Funds, Bonds, Trading, Quantitative Analytics, Asset Management, RMBS, MBS, Alternative Investments, Structured Products, Investment Strategies, Mutual Funds, Structured Finance, Valuation, ABS, Asset Allocation, VBA, Quantitative Finance, Portfolio Optimization, Mathematical Modeling, R, SQL, Securitization, Microsoft Excel, Financial Modeling, Risk Management, Statistics, Data Analysis, Quantitative Research, Matlab, Time Travel
Education
University of Washington 2013 — 2016
Master of Science (MSc), Computational Finance, Dept. Applied Mathematics
University of Colorado Boulder
Bachelor of Arts (BA), Mathematics and Economics
The Chotin Group 2000 - 2003
U S West 1992 - 2000
Price Waterhouse 1990 - 1992
Education
University of Denver - Daniels College of Business 1998 — 1999
MBA, Business
The George Washington University 1986 — 1990
BACCY, Accounting
Wells Fargo Home Mortgage November 2010 - Present
The Chotin Group January 2005 - November 2010
ING Investment Management May 2001 - December 2004
Skills
Residential Mortgages, Mortgage Servicing, Interest Rate Hedging, Hedging, Portfolio Management
Education
Georgia Tech 2000 — 2001
Master of Science (M.S.), Quantitative and Computational Finance
Georgia Tech 1996 — 2000
Bachelor of Science (B.S.), Industrial Engineering