Transamerica Capital, Inc
Address: 4600 S Syracuse St # 1100, Denver, CO 80237 Phone: (720) 482-1500: Category: : : : Website: Place name: : :
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Transamerica Capital, Inc Employees
Beachbody March 2015 - Present
City of Saint Paul July 2011 - December 2013
Grocery Shopping Network October 2009 - August 2010
Dougherty Mortgage September 2008 - July 2009
PurpleRide Twin Cities November 2007 - October 2008
Transamerica Capital, Inc. December 2004 - March 2008
Hennepin County March 2000 - April 2004
University of Minnesota 1998 - 2001
Skills
Strategic Planning, Marketing Communications, Microsoft Office, Marketing, Leadership, Advertising, Fundraising, Marketing Strategy, Sales, Project Management, Customer Service, New Business Development, Public Speaking, Social Media, Management
Education
University of Minnesota-Twin Cities 1997 — 2001
Bachelor of Science (B.S.), B.S. in Natural Resources & Environmental Studies B.A. in French
Sofogest-Pitiot 1997 — 1997
History, Grammar, Geography, Culture, Oral Expression, Written Expression
University of Iowa 1996 — 1997
Freshman - Generals incl., English, Speech, Environmental Geology, Biology, French Culture, French Business, Psych, etc..
Transamerica April 2015 - Present
Transamerica Capital, Inc. June 2014 - March 2015
Private Nanny August 2013 - May 2014
ADP March 2014 - April 2014
Havenly August 2013 - March 2014
T'Da Design and Production December 2012 - August 2013
Governor's Ranch Pool May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Social Media, Public Relations, Time Management, Community Outreach, Event Planning, Advertising, Social Media Marketing, Training, Facebook
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Arts (B.A.), Communication, General
High Country Executive Search 2012 - Present
Robert Half Executive Search 2009 - 2012
Ohio National Financial Services July 2007 - 2009
Transamerica July 2005 - July 2007
John Hancock January 2005 - July 2005
Transamerica Capital Inc August 2002 - February 2005
Skills
Mutual Funds, Life Insurance, Fixed Annuities, Technology Recruitment, Executive Search, Networking, Recruiting, Talent Acquisition, Applicant Tracking..., Employee Benefits, Cold Calling, Relationship Management, Insurance, Temporary Placement, College Recruiting, Technical Recruiting, Building Relationships, Financial Services, Sourcing, Account Management, Training, Temporary Staffing, CRM, Internet Recruiting, Leadership, Contract Recruitment, Management, Sales, Finance, Financial Analysis, Start-ups, Interviews
Education
University of Oregon 1998 — 2002
Bachelor of Science, Psychology
William J. Palmer 1995 — 1998
Primerica October 1998 - Present
Old Mutual May 2004 - September 2008
Transamerica January 2000 - March 2002
Transamerica Capital Inc. 2000 - 2002
Skills
Insurance, Leadership, Marketing, Series 6, Series 63, Negotiation
Education
Azusa Pacific University 1991 — 1992
Economics, Social Services
College of the Desert 1990 — 1991
Spanish, General Studies
RidgeWorth Investments December 2010 - Present
Pioneer Investments February 2006 - December 2010
Salomon Brothers Asset Management January 2004 - December 2005
Transamerica Capital, Inc. March 2002 - July 2003
Transamerica Capital Inc. February 2000 - February 2002
Habitat for Humanity International June 1999 - August 1999
Habitat for Humanity International August 1998 - August 1999
Skills
Investments, Relationship Management, Retirement, Territory Management, Positioning, Sales, RFP, Business Planning, Public Speaking, 401k, Vendor Management, Retirement Planning, Mutual Funds, Business
Education
Miami University 1994 — 1998
BA, Political Science (Minors in Economics & Management Informational Systems)
Transamerica Capital Inc. June 2015 - Present
CH2M HILL October 1996 - July 2014
PassMatrix Learning Systems February 2004 - June 2006
Boyle Engineering May 1992 - July 1994
Milici, Valenti, Gabriel DDB Needham January 1990 - June 1990
Skills
Advertising, Web Design, Brochures, Marketing, Layout, 3D, Illustrator, Adobe Acrobat, Adobe Creative Suite, InDesign, Market Research, Graphics, Graphic Design, Logo Design, QuarkXPress, Posters, Illustration, Photoshop, Information Graphics, 3D Studio Max, Digital Photography, Corporate Identity, Email Marketing, Information Design, WordPress, Typography, CSS, Design Management, Concept Design, Newsletters, Video Editing, Copywriting, Stationery, Flash, Flash Animation, Digital Illustration, Corporate Branding, Flyers, Branding & Identity, Proposal Writing, User Interface Design, Mac, Interaction Design, Storyboarding, Art Direction, Dreamweaver, Brand Development, Photography, Collateral, Creative Direction
Education
Art Institute of Colorado 1992 — 1994
Visual Communications, Computer Graphics
University of Colorado Anschutz Medical Campus July 2015 - Present
Kineticorp December 2014 - Present
LawBase - Case and Matter Management by Synaptec Software, Inc. November 2013 - Present
Dex One April 2009 - November 2013
Jacobs Engineering February 2000 - April 2012
Aardex - Leed Developer 2005 - 2009
AHA Association 2004 - 2005
American Water Works Association 2002 - 2004
TransAmerica Capital, Inc 2000 - 2002
University of Colorado Hospital January 1989 - July 2000
Skills
Brand Management, Marketing Strategy, Corporate Branding, Art Direction, Website Design, New Business Development, Storyboarding, Webinars, Online Training and..., Project Coordination, Procedure Development, Conference Production, Event Planning, Content Development, Strategy, Marketing, Graphic Design, Web Design, Creative Direction, Adobe Acrobat, Proposal Writing, Advertising, Leadership, Marketing Communications, Adobe Creative Suite, Strategic Planning, Management, Project Management
Education
Colorado State University
BA, Marketing and Graphic Design
Transamerica Capital, Inc. May 2013 - Present
Transamerica Capital, Inc. February 2010 - May 2013
RBC Wealth Management January 2009 - February 2010
Lakeside Insurance Center March 2007 - January 2009
United States Of America Eagles, Men’s National Rugby Team May 2006 - June 2008
Lafarge Cement December 2005 - August 2006
CH Robinson January 2004 - December 2005
Kalamazoo Sanitary Supply Company April 2003 - August 2003
Skills
Insurance, Financial Analysis, Problem Solving, PeopleSoft, Supply Chain Management, AMS 360, Pivotal CRM, SAP, Spanish-speaking, Portuguese, Process Improvement, Sales Operations, Marketing Strategy, AMS360, Salesforce.com
Education
Universidad de Salamanca 2001 — 2002
Immersed Studies, European Union Law and History
Western Michigan University 1996 — 2002
BA, Spanish, International Business
Universidad de Burgos 2000 — 2000
Immersed studies, Spanish Art, Literature and History
Transamerica August 2014 - Present
Transamerica Capital Inc July 2012 - Present
National Business Media, Inc. 2009 - 2012
National Business Media, Inc April 2004 - July 2008
National Business Media, Inc. January 2000 - January 2004
National Business Media, Inc. April 1999 - January 2004
SUPERVALU Inc January 1998 - April 1999
Skills
Graphic Design, Adobe Creative Suite, Premiere, Final Cut Studio, Web Design, Microsoft Office, Dreamweaver, After Effects, Motion Graphics, Illustrator, InDesign, Photoshop, Video Editing, Video Production, Videographer, Mobile Design, User Experience, Graphics, Layout, Logo Design, Photographic Lighting, Art Direction, Advertising, Flash, Web Development, Videography, Marketing, Magazines, Newsletters, Creative Direction, Multimedia, Video, Digital Media, Marketing Strategy, Interaction Design, Storyboarding
Education
Eastern Illinois University 1993 — 1996
Bachelor of Fine Arts, Graphic Design
Kankakee Community College 1991 — 1993
Associates of Visual Arts
Karlsruhe American Highschool
AIG Financial Distributors July 2014 - Present
Transamerica Capital, Inc. July 2013 - June 2014
Quantitative Advantage, LLC January 2011 - June 2013
Ameriprise Financial Services, Inc. September 2010 - December 2010
Ameriprise Financial Services, Inc. April 2007 - August 2010
Ameriprise Financial June 2005 - March 2007
Skills
Business Development, Outside Sales, Territory Development, Territory Management, Financial Product..., Public Speaking, Certified Financial..., ETFs, Variable Annuities, Investment Advisory, Tactical Asset..., Roadshows, Investments, Retirement, Sales Force Development, Retirement Planning, Mutual Funds, Series 63, Investment Management, Equities, Fixed Annuities, Series 7, Asset Allocation, Financial Advisory, Separately Managed...
Education
St. Olaf College 2001 — 2005
B.A., Economics, Religion
Armstrong High School
Lewis and Monroe Wealth Management March 2013 - Present
SunAmerica Retirement Markets September 2005 - March 2013
Transamerica Capital, Inc September 2003 - September 2005
Transamerica Capital, Inc. February 2002 - September 2003
Skills
Investments, Strategy, Business Strategy, Portfolio Management, Strategic Financial..., Management, Investment Strategies, Competitive Analysis, Strategic Planning, Business Planning, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Insurance, Retirement, Series 7, Finance, Series 63, Asset Management, Financial Planning
Education
University of Georgia - Terry College of Business 2013 — 2014
The Certificate in Financial Planning, Financial Planning and Services
Auburn University 1996 — 2000
Bachelor of Science, Marketing
ePlan Services, Inc. (A Paychex Company) April 2015 - Present
Transamerica Capital, Inc. November 2013 - March 2015
Great-West Financial September 2012 - August 2013
Pacific Life November 2007 - September 2012
Foresters Equity Services, Inc. August 2005 - October 2007
Financial Foundation 2000 October 2004 - August 2005
Centaurus Financial, Inc.® October 1996 - September 2004
Skills
Insurance, Securities, Financial Services, Leadership, Investment Strategies, Life Insurance, Marketing, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Process Improvement, Relationship Management, Retirement Planning, Sales, Series 24, Software Documentation, Vendor Management, Visio, Fixed Income, Financial Risk, Banking, Accounting, Access, Customer Service, Investments, Risk Management, Series 7
Education
University of Phoenix - School of Business 2008 — 2010
MBA, Business Administration and Management, General
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1992
BA, Administration, Financial Planning
Transamerica Asset Management, Law and Compliance September 2014 - Present
Transamerica Capital, Inc. September 2013 - September 2014
Investment Management Consultants, Ltd November 2011 - July 2013
Northwestern Mutual January 2011 - September 2011
DWC Financial Services October 2007 - December 2008
WestStar Bank and US Bank October 2005 - August 2007
Stifel Nicolaus November 2001 - October 2005
Skills
Portfolio Management, Investments, Financial Analysis, Risk Management, Fixed Income, Series 7, Managerial Finance, Credit, Strategic Planning, Equities, Regulatory Compliance, SEC & State Filings, Audits, Balanced Portfolios, Pension and Profit..., Wealth Managment, Series 63, Series 24, Series 9, Series 10, Series 65
Education
Webster University 2001 — 2004
MBA, Finance
Regent's University London 2001 — 2001
University of Missouri-Columbia 1994 — 1998
Bachelor of Arts (BA), History/Sociology
Transamerica Capital, Inc September 2004 - Present
Wells Fargo May 2002 - September 2004
T. Rowe Price October 2000 - May 2002
Skills
Mutual Funds, Investments, Relationship Management, Insurance, Financial Services, Retirement Planning, Life Insurance
Education
Regis University 2004 — 2008
Bachelor of Science (BS), Accounting
University of Iowa 1993 — 1996
Bachelor of Science (BS), Health and Physical Education/Fitness
Transamerica Capital Inc. March 2013 - Present
Columbine High School May 2012 - November 2013
New York Life Insurance Company August 2012 - February 2013
Skills
Financial Services
Education
University of Colorado at Boulder 2008 — 2012
Bachelor's Degree, International Affairs
Columbine High School 2004 — 2008
High School Diploma
Kaiser Permanente August 2014 - Present
Transamerica Capital, Inc. June 2007 - August 2014
United Securities Alliance, Inc. November 2004 - June 2007
Greystar Construction December 2003 - October 2004
Accountants International September 2003 - November 2003
McKee Associates, Inc. February 2002 - September 2003
Skills
Account Reconciliation, Financial Statements, Variance Analysis, FINRA Series 28, Financial Statement..., GAAP, Journal Entries, Bank Reconciliation, Financial Reporting, Accounting, US GAAP, Payroll, Sarbanes-Oxley Act, General Ledger, Fixed Assets, Financial Accounting, Accounts Payable, Pivot Tables, Accruals, Balance Sheet, Sarbanes-Oxley, Consolidation, Revenue Recognition, Internal Controls, Cash Flow, Cash Flow Forecasting, Cost Accounting, Hyperion Enterprise, Accounts Receivable, IFRS, Financial Audits, Auditing, Internal Audit, Cash Management, Fund Accounting, Expenses, Financial Analysis, Bookkeeping, Invoicing, Managerial Finance, Finance, Essbase, Spreadsheets, Year-end Close, Results-oriented, Strive to be the expert..., Imaginative, Seek Interactive,..., FINRA Filings, Oracle
Education
Regis University 2009 — 2011
Master of Business Administration (M.B.A.), Finance and Accounting
Jamestown College 1993 — 1997
Bachelor of Art, Accounting
Miles Community College 1992 — 1993
Custer County High School, Miles City, MT 1989 — 1992
Transamerica Capital Inc. June 2013 - Present
Allianz October 2008 - May 2013
Jackson National Life 2002 - 2008
John Hancock Life Insurance Company (U.S.A.) 1996 - 2001
Education
The Master's College 1994 — 1996
BS, Business Administration
Northern Lights Capital Group February 2015 - Present
United Launch Alliance (ULA) July 2014 - February 2015
ULA - United Launch Alliance - Lockheed Martin & Boeing July 2012 - July 2014
Transamerica Capital, Inc May 2011 - August 2011
Transamerica Capital, Inc. May 2010 - August 2010
TransMontaigne Partners May 2009 - August 2009
Cole Real Estate Investments May 2008 - July 2008
Education
Colorado State University 2008 — 2012
B.S, Business Administration; Finance -
Littleton High School
Columbia Management April 2012 - Present
Columbia Management January 2011 - April 2012
Ameriprise Financial Services, Inc. May 2009 - January 2011
First American Funds December 2007 - April 2009
Transamerica Capital Inc. April 2006 - December 2007
Skills
MBA, Series 24, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Retirement, FINRA, Uniform Combined State..., Securities, Investment Strategies, Financial Planning, Series 66, series 6
Education
University of Minnesota - Carlson School of Management 2007 — 2011
MBA, Business Administration
Saint John's University 2002 — 2005
B.A., Business Management
Hastings High School 1996 — 2000
Transamerica Capital, Inc. March 2010 - June 2015
Metlife Investors August 2004 - February 2010
Citigroup Smith Barney September 2002 - August 2004
LexisNexis 1996 - 2002
Skills
Insurance, Series 63, Mutual Funds, Wealth Management, Series 7, Asset Managment, Fixed Annuities, New Business Development, Financial Analysis, Financial Services, Retirement Planning, Sales Management, Account Management, Investments, Sales, Alternative Investments, Financial Planning, Securities, Retirement
Education
University of Southern California 1985 — 1990
Bachelors of Arts, Social Sciences, Communications
WestPoint Financial Group July 2015 - Present
Integrity Wealth Solutions January 2013 - June 2015
Transamerica Capital Inc. December 2008 - July 2012
Pacific Life November 2006 - August 2008
Skills
Mutual Funds, Retirement, Financial Advisory, Securities, Financial Services, Finance, Sales, Strategic Planning, Wealth, Investments
Education
DePauw University 1998 — 2002
Bachelor of Arts, History
Global Financial Data March 2012 - May 2014
TRANSAMERICA CAPITAL, INC March 2008 - 2010
Fisher Investments 2007 - 2007
MetLife Investors January 1998 - January 2006
The Hartford 2005 - 2006
Skills
Series 63, Series 7, Mutual Funds, Fixed Annuities, Alternative Investments, Retirement, Asset Allocation, Series 24, Separately Managed..., Investment Advisory, Retirement Planning, Asset Managment, Wealth Management, Financial Advisory, Series 6, Investment Strategies
Education
Monmouth University 1989 — 1993
BA, Communication/Marketing
NASD 7,63,65. Ca Lic#0c90407
Argosy University, Denver, CO September 2008 - Present
Humanex Academy August 2009 - May 2010
Transamerica Capital, Inc. November 2006 - April 2008
Table Bay Financial Network December 2005 - October 2006
Jackson National Life November 2001 - September 2005
Education
Argosy University, Denver, CO 2008 — 2010
Master of Arts, Clinical Psychology
Colorado State University 1998 — 1999
Bachelor of Arts, Liberal Arts, Economics
First Opinion – Text a doctor for free, 24/7 January 2014 - Present
Transamerica Capital Inc. September 2011 - March 2013
L'Oreal U.S.A. June 2010 - August 2010
Brigham Young University AdLab December 2008 - June 2010
Comcast Cable May 2009 - August 2009
Farnsworth Swim School May 2007 - August 2007
Lassiter High School August 2005 - May 2006
Skills
Writing, Editing, Account Management, Graphic Design, Survey Creation, Advertising, Marketing, Copywriting, Competitive Analysis, Newsletters, Social Media Marketing, Facebook, Social Media, Surveying, Sales, Creative Direction, Blogging, Strategic Planning
Education
Brigham Young University 2006 — 2010
Bachelor of Arts, Communications; Advertising
News Financial Securities America May 2013 - January 2014
American Income Life Insurance Company April 2012 - August 2012
TBS April 2009 - June 2009
Core Learning Matters, Inc March 2008 - September 2008
Transamerica Capital, Inc January 1997 - November 2007
Skills
PowerPoint, Public Speaking, Sculpture, Customer Service, Mixed Media, Painting, Craft, Fine Art, Microsoft Word, Management, Operations Management, Sales, Training, Series 63, Mutual Funds, Fixed Annuities, Insurance, Series 6, 401k
Education
Cerritos College 1989 — 1990
Associate of Arts (A.A.), Business Administration and Management, General
Banning High School 1981 — 1985
Diploma, Business Administration and Management, General
TIAA-CREF August 2014 - Present
Great-West Financial February 2014 - August 2014
Great-West Financial October 2013 - February 2014
Great-West Financial February 2011 - October 2013
Great-West Financial September 2009 - February 2011
Transamerica Capital, Inc. July 2008 - December 2008
Transamerica Capital, Inc. July 2006 - July 2008
Transamerica Capital, Inc. August 2005 - July 2006
Guaranty Associates, Inc. August 2004 - August 2005
Guaranty Associates, Inc. September 2001 - August 2004
Skills
New Business Development, Product Development, Product Marketing, Product Launch, Marketing Strategy, Marketing Management, Marketing Communications, Marketing Research, Brand Development, Brand Communication, Strategic Planning, Strategic Communications, Team Leadership, Business Planning, B2B Marketing, B2C marketing, Social Media Marketing, Public Relations, Corporate Communications, Budget Management, Training Delivery, Training & Development, Promotions, Writing, InDesign, Adobe Creative Suite, Coaching, Budgets, Press Releases, Media Relations, Management, Integrated Marketing, Marketing
Education
Georgia Southern University 1996 — 1997
MS, Sports Management
Trinity University 1992 — 1996
BA, Communications, History, Political Science, Communication Management
Cherry Creek
Business Account Manager 2010 - Present
OPPENHEIMERFUNDS, INC 2007 - 2010
Transamerica 2001 - 2007
METLIFE INVESTORS, INC 2003 - 2004
TRANSAMERICA CAPITAL, INC January 2001 - January 2003
Education
University of Missouri-Columbia 1995 — 2000
Bachelor of Science
University of Missouri-Columbia
Bachelor of Science, Parks & Recreation
Carey Financial October 2013 - Present
Prudential Investments April 2011 - October 2013
Transamerica Capital, Inc November 2008 - October 2010
RiverSource Distributors, Inc March 2006 - November 2008
New York Life Investment Mgt April 2005 - March 2006
Mainstay Asset Management November 2002 - April 2005
ING Funds December 2001 - November 2002
Phoenix Investment Partners, LTD January 2000 - November 2001
Phoenix Investment Partners November 1996 - January 2000
The Hanover Insurance Group April 1994 - November 1996
Skills
Mutual Funds, Series 7, Separately Managed..., Series 63, Asset Allocation, Wealth Management, Alternative Investments, Investments, Retirement Planning, Investment Advisory, Asset Managment, Securities, Investment Strategies, Equities, Portfolio Management, IRAs, Investment Management, Bonds, Sales, Financial Markets, Asset Management, Financial Advisory, Financial Services, Fixed Annuities, Sales Operations
Education
University of Rhode Island - College of Business Administration 1989 — 1994
BS, Business Admin
Eagle Home Mortgage August 2014 - Present
First Option Mortgage March 2013 - July 2014
Supreme Lending September 2012 - February 2013
Sunward Metal Buildings 2012 - 2012
Transamerica Capital Inc. February 2007 - October 2011
Merril Lynch November 2005 - February 2007
Education
The University of Georgia 2001 — 2005
Bachelor's degree, Journalism
BIC Group, LLC February 2014 - Present
TD Ameritrade 2010 - February 2014
Transamerica Capital 2007 - 2009
Wachovia Securities, LLC January 2004 - April 2006
Transamerica Capital, Inc. 1998 - 2003
Skills
Series 7, Series 63, Series 24, Series 65, Asset Allocation, Retirement Planning, Mutual Funds
Education
Boston College 1984 — 1987
BA, Economics
Prospective Payment Specialists March 2015 - Present
Exscribe, Inc. March 2013 - Present
MEDICAL SPEECH SOLUTIONS January 2011 - Present
TRANSAMERICA CAPITAL INC January 2005 - November 2010
PACIFIC LIFE INSURANCE COMPANY June 2001 - January 2005
Federated Investors, Inc. June 1995 - June 2001
Essex Corporation May 1994 - June 1998
Skills
Strategic Planning, New Business Development, Sales Management, Team Building, Speech Recognition, Healthcare, EMR, EHR, Marketing, Enterprise Software, Sales, Product Management, Selling, Process Improvement, Direct Sales, Business Development, Customer Service, Strategy, Healthcare Consulting, Business Strategy, Salesforce.com, Practice Management, Account Management, Health Information..., Management, Microsoft Office, Solution Selling, Mutual Funds, Fixed Annuities, Sales Operations, Negotiation, Retirement, Start-ups, Healthcare Information..., Lead Generation, Training, Leadership, Sales Process, B2B, Employee Benefits, SaaS, Marketing Strategy, CRM, Business Alliances, Professional Services, Software Implementation, Insurance
Education
University of California, San Diego 1983 — 1986
Management Science
Transamerica Capital Inc. November 2013 - Present
Lincoln Financial Distributors August 2006 - November 2012
AIG SunAmerica 2003 - 2006
AIG SunAmerica 1998 - 2003
PLANCO Hartford January 1990 - August 1998
Prudential Financial August 1987 - January 1989
Skills
Series 63, Series 6, Life,Health, Variable..., Series 26, Financial Reporting, Management, Mutual Funds, Wealth Management, Fixed Annuities, Sales, Business Strategy, Coaching, Business Process..., Leadership, FINRA, Retirement Planning, Asset Allocation, Investments, Retirement, Sales Operations, Separately Managed..., Financial Services, Enterprise Software, Series 7, Financial Advisory, 401k, Building Relationships, Business Intelligence, Long-term Care
Education
Penn State University 1983 — 1987
BS, Finance
Penn State University 1983 — 1987
Bachelor of Science (BS) Finance, Finance, General
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Real Estate Investments January 2009 - March 2015
Cole Real Estate 2009 - March 2015
Transamerica Capital Inc February 2000 - January 2009
Skills
Insurance, Series 7, Series 63, Series 24, Financial Services, Mutual Funds, Business Development, Separately Managed..., Fixed Annuities, Investments, Asset Allocation, Retirement Planning, 401k, Alternative Investments, Wealth Management
Education
Central Michigan University 1987 — 1991
Bachelor of Science, Finance
Distribution Revolution March 2015 - Present
Mirae Asset Global Investments (USA) LLC September 2010 - February 2015
Mirae Asset Global Investments (USA) LLC September 2010 - August 2012
GE February 2008 - September 2010
Transamerica Capital Inc. 2001 - 2008
GE Financial 1997 - 2001
Keystone Investments 1996 - 1997
Oppenheimer Capital 1993 - 1995
Colonial Funds 1987 - 1993
Skills
Mutual Funds, Investments, Fixed Income, Asset Management, Sales, Strategy, Finance, Team Management, Fixed Annuities, Asset Allocation, Sales Operations, Series 63, Hedge Funds, Leadership, Investment Strategies, Private Equity, Marketing, Series 7, Portfolio Management, Equities, Alternative Investments, Investment Management, Securities, Separately Managed...
Education
The Aji Network 1996 — 2004
BPC
University of Rhode Island 1982 — 1987
BA, Economics
Transamerica Capital, Inc. 2014 - Present
Astor Investment Management 2012 - 2014
JETS ETFs 2009 - 2012
Pacific Life 2004 - 2009
Skills
Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Asset Management, Investment Strategies, ETFs, Hedge Funds
Education
Penn State University 1990 — 1994
BS, Agricultural Business Management/Economics
Transamerica Capital, Inc. October 2013 - Present
MetLife Investors September 2007 - October 2013
Skills
Sales, Fixed Annuities, Retirement Planning, Sales Management, Insurance, Customer Service, Strategic Planning, Microsoft Office, Investments, Strategic Financial..., Microsoft Excel, Life Insurance, New Business Development, Wealth Management, Financial Services, Risk Management, Financial Analysis, Banking
Education
University of Mississippi 2002 — 2007
Bachelor of Business Administration (B.B.A.), Sales, Distribution, and Marketing Operations, General, A
Brother Martin
Transamerica Capital, Inc. 2008 - Present
AIG SunAmerica November 2006 - October 2008
Transamerica Capital, Inc February 2002 - November 2006
Skills
Sales, Mutual Funds, Series 63, Fixed Annuities, Series 7, Retirement Planning, Marketing, 401k, Asset Allocation, Financial Advisory, Insurance, Investments, Wealth Management, Variable Annuities, Retirement
Education
University of Georgia - Terry College of Business 1997 — 2001
BA, Finance
NPV Ventures, LLC August 2013 - Present
Transamerica Capital Inc. June 2011 - August 2011
Bennet for Colorado June 2010 - August 2010
Skills
Financial Modeling, Leadership, Finance, Business Development, Financial Analysis, Corporate Finance, Microsoft Office, Public Speaking, Microsoft Excel, Research, Start-ups, Microsoft Word, PowerPoint, Marketing, Sales, Social Media, Data Analysis, Valuation
Education
University of Pennsylvania 2008 — 2013
Bachelor of Arts (B.A.), Political Science
Columbia University in the City of New York
Columbia Business Edge
CoreSite May 2013 - Present
CoreSite October 2010 - May 2013
CoBank March 2010 - June 2010
Transamerica Capital, Inc. August 2006 - July 2009
Six Flags Elitch Gardens April 2005 - August 2006
Skills
Marketing Communications, Marketing, Event Planning, Trade Shows, Project Management, Social Media, Event Management, B2B Marketing, Event Marketing Strategy, Lead Generation, Salesforce.com
Education
Regis University 2006 — 2009
Masters, Business Administration
University of Northern Colorado 2001 — 2005
BS, Business Administration, Emphasis: Marketing
Colorado Republican Committee 2015 - Present
The Way Church 2001 - Present
Moody Capital Solutions, Inc 2014 - 2015
OppenheimerFunds 2006 - 2014
Leadership Program of the Rockies 2011 - 2013
Junior Achievement of Rocky Mountain, Inc. 2008 - 2013
Toastmasters 2001 - 2013
Buntport Theater 2008 - 2008
Transamerica Capital Inc. 2004 - 2006
Nationwide 2004 - 2004
Skills
Strategy, Public Speaking, Management, Fundraising, Leadership, Sales, CRM, Investments, Mutual Funds, Recruiting, Leadership Development, Business Planning, Finance, Social Media, Training, Strategic Planning, Financial Services, Selling, Analysis, Financial Advisory, Interviews, Public Relations, Research, Time Management, Networking, Executive Search, Profit, Insurance, Consulting, Employee Benefits, Access, Budgets, Asset Management, Program Management, Public Policy, Politics, Project Management, Analytics, Social Networking, Retirement, Philanthropy, Initiator, Policy Analysis, Retirement Planning, Sales Operations, Creativity, Financial Guidance, Event Planning, Talent Management, Private Equity
Education
The American College
MS, Financial Services
The Ohio State University
BA, English
Children's Hospital Colorado July 2013 - Present
Children's Hospital Colorado July 2011 - July 2013
HDR Inc. August 2007 - July 2011
Transamerica Capital, Inc. August 2000 - February 2004
Janus Capital Group July 1998 - July 2000
Skills
Design Research, Adobe Creative Suite, Public Speaking, Project Management, Project Planning, Data Analysis, Technical Writing, InDesign, Software Documentation, Licensed Architect in..., BIM, Qualitative Research, Data Management, Information Management, Speech Writing, Creative Writing, Analytic Problem Solving, Creative Problem Solving, Administrative &...
Education
University of Oregon 2004 — 2007
M.Arch 2007
University of Denver 1993 — 1997
BA
Transamerica Capital, Inc. July 2015 - Present
Cricket Communications May 2013 - Present
Cricket Communications November 2009 - May 2013
First Data February 2007 - November 2009
First Data Commercial Services August 2005 - February 2007
CSG Systems March 2002 - August 2005
Kenan Systems 2000 - 2002
Lucent Technologies 1998 - 2000
Skills
Product Marketing, Product Management, Marketing, B2B, Team Building, Channel Partners, Strategic Partnerships, Cross-functional Team..., Competitive Analysis, Mobile Devices, Telecommunications, Strategy, Start-ups, Go-to-market Strategy, Business Development, CRM, E-commerce, Mobile Payments, SaaS, Wireless
Education
Miami University
Bachelor's Degree, Business
Fidelity Investments 2013 - Present
Janus Capital Group 2007 - April 2013
Old Mutual Capital 2006 - 2007
Transamerica Capital Inc. February 2002 - April 2006
Skills
Series 6, Marketing, Series 7, Mutual Funds, Financial Services, Retirement Planning, Estate Planning, Retirement, Investments, Direct Marketing, Strategy, 401k, Investment Strategies
Education
University of Denver 1996 — 1999
MS, Communications
Boston University 1992 — 1996
BA, English
Transamerica Capital, Inc. January 2001 - Present
Transamerica Capital, Inc. February 2006 - February 2007
Education
Hamline University 1993 — 1997
B.A., Philosophy
CUSO Financial Services, LP, at Bellco Credit Union and at Premier Members Credit Union March 2011 - Present
Transamerica Capital Inc. February 2008 - March 2011
Transamerica Capital, Inc. January 2006 - February 2008
Transamerica Capital, Inc August 2000 - January 2006
Merrill Lynch August 1998 - July 2000
Skills
Mutual Funds, Retirement Planning, Series 7, Financial Advisory, Investments, Fixed Annuities, Retirement, Series 63, Financial Services, Leadership, 401k, Securities, Insurance, Life Insurance, Finance, FINRA, Series 6, Variable Annuities, Financial Planners, Wealth Management, Asset Allocation, Investment Strategies, Financial Planning
Education
Colorado Mesa University
BBA, Finance
Rangely High School 1988 — 1991
Allianz Life September 2013 - Present
Transamerica February 1999 - September 2013
Transamerica Capital Inc 1999 - September 2013
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts (B.A.), Economics
Transamerica Capital, Inc June 2013 - Present
PNC Capital Advisors October 2006 - June 2013
Allegiant Asset Management October 2006 - February 2010
Touchstone Investments 1998 - 2006
Countrywide Investments 1997 - 1999
Protective Life 1996 - 1998
Skills
Mutual Funds, Investments, Asset Managment, Leadership, Management, Marketing, Asset Management, Series 7, Series 63, Wealth Management, Asset Allocation, Relationship Management, Portfolio Management, Alternative Investments, Retirement Planning, Investment Advisory, Securities, Series 6, Separately Managed...
Education
Northern Kentucky University 1991 — 1995
The Ohio State University 1990 — 1991
Business
Gartner January 2014 - Present
Dow Jones October 2012 - January 2014
Bloomberg LP September 2007 - October 2012
Transamerica Capital Inc December 2005 - July 2007
Travelers Life and Annuity/MetLife Investors March 2004 - December 2005
Travelers Life & Annuity February 2002 - March 2004
Skills
Series 6, Series 63, Mutual Funds, Equities, Alternative Investments, Investments, Fixed Annuities, Bloomberg, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Securities, Capital Markets, CRM, Bloomberg Terminal, Financial Markets, Financial Services
Education
Southern Connecticut State University 1993 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Neatfreaks Housekeeping August 2009 - November 2012
Roper Insurance & Financial Services June 2008 - February 2009
Stolle Machinery February 2004 - September 2007
Transamerica Capital, Inc July 2000 - February 2004
Skills
Professional..., Customer-focused Service, Organization, Efficiency, Eye for Details, Dependable, Consistent, Highly Reliable, Trusted, Microsoft Office, Customer Service, Scheduling, Leadership, Management, Payroll, Sales, Sales Management, Event Planning, Process Scheduler, Budgets, Contract Negotiation, Negotiation, Process Improvement, Project Management, Time Management, Account Management, Team Building
Education
Fort Lewis College 1991 — 1995
Bachelors, English Communications
Fiserv February 2011 - April 2013
Transamerica Capital, Inc. June 2000 - November 2010
Harris Trust & Savings Bank June 1996 - June 2000
Old Orchard Bank 1976 - 1982
Skills
NASD Series 6, 26,...
Education
University of Illinois at Chicago 1978 — 1982
B.S. Marketing, Marketing/Management
Affinion Benefits Group Regional Sales Manager, Financial Instant IssuanceDatacard GroupJuly 2012 - November 2013
Forethought Distributors, LLC. July 2010 - June 2011
Transamerica Capital, Inc. July 2007 - January 2009
Transamerica Capital Inc. December 2003 - July 2007
Transamerica Capital, Inc. December 2002 - December 2003
Online Resources Corporation March 2000 - January 2001
TYME Corporation August 1999 - March 2000
Norwest Card Services / Wells Fargo Card Services October 1995 - July 1999
Norwest Card Services April 1991 - October 1993
Skills
Sales Management, Investments, Insurance, Finance, Financial Services, Banking, Sales, Internal Audit, New Business Development, Strategy, Leadership, Business Development, Forecasting
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Economics
Principal Financial Group August 2008 - Present
US Bancorp 2007 - 2008
Transamerica 1999 - 2007
Transamerica Capital Inc. 1999 - 2007
Transamerica Financial Services 1999 - 2007
Katun Corporation 1985 - 1999
Education
University of Minnesota-Twin Cities 1979 — 1984
Business
Transamerica Capital, Inc February 2007 - Present
Education
University of Colorado Boulder
Bachelor's Degree, Mathematics, Chinese
Transamerica Capital Inc. July 2014 - Present
The Hartford July 2012 - June 2014
Stadion Money Management February 2011 - August 2012
BIC Group, LLC September 2010 - February 2011
Allianz Global Investors/PIMCO Advisors, LP. 1987 - 2010
Skills
Separately Managed..., Mutual Funds, Series 7, Series 65, Series 63, ETFs, Wealth Management, Investment Strategies, Investment Advisory, Investments, Asset Managment, Fixed Income, Closed-end Funds, Investment Management, 529 Plans, Bonds, Alternative Investments, Hedge Funds
Education
State University of New York College at Oneonta 1983 — 1987
BS, Economics and FInance
Annucity LLC July 2007 - Present
Sun Life Financial June 2006 - July 2007
Transamerica Capital, INC November 2005 - March 2006
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Disability Insurance, Life Insurance, Series 63, Series 6, Investments, Series 7, Long-term Care
Education
Bowling Green State University 1983 — 1987
BSBA, Marketing
Transamerica Law & Compliance June 2015 - Present
Transamerica Asset Management December 2014 - June 2015
Transamerica Capital, Inc. 2000 - December 2014
Education
Grinnell College 1988 — 1992
Bachelor of Arts, Political Science
Scharp Technologies, Inc. May 2010 - Present
Prodo Laboratories, Inc. September 2009 - Present
Transamerica Capital, Inc. February 2008 - September 2009
Education
University of Southern California 1995 — 1999
B.A., Economics, Business Administration
Ohio National Financial Services June 2014 - Present
Lincoln Financial Distributors December 2011 - 2013
Transamerica Capital, Inc. July 2007 - March 2011
Prudential Financial July 2006 - January 2007
Dreyfus July 2004 - July 2006
Citigroup Inc./Travelers Life and Annuity August 2000 - July 2004
Skills
Series 7, Series 63, Public Speaking, Retirement Planning, Consultative Selling..., Mutual Funds, Separately Managed..., Variable Annuities, Investment Advisory, Business Development, Retirement Savings, Sales Process, Stocks, Bonds, Chartered Retirement..., Retirement Income, Building Relationships, Value Based Selling, Investment Management, Complex Investment...
Education
St. John's University
Bachelor of Arts (BA), Business Management
EHS
Transamerica Capital, Inc. July 2011 - Present
Aegon / Transamerica June 2004 - Present
Transamerica Retirement Services June 2004 - July 2011
Nordstrom, Inc May 1998 - June 2004
Von Maur July 1995 - July 1997
Skills
Series 63, Annuities, 401k, Series 6, Licensed Life Insurance...
Education
Mount Mercy University 2002 — 2004
Bachelors of Science, Business Administration
Kirkwood Community College
Associate Degree, Retail Merchandising/Marketing Management
Transamerica Investments & Retirement September 2014 - Present
Transamerica Capital, Inc July 2008 - August 2014
Colorado Veterinary Medical Association 2006 - 2008
Jobson Education 2002 - 2006
Education
Boston University 1999 — 2001
Master of Arts (MA), Communication and Media Studies
Kenyon College 1992 — 1996
Bachelor of Arts (BA), English Language and Literature/Letters