Experience
United States Army Reserve  July 2014 - Present
WellsFargo/First Bank   July 2014 - Present
Argosy University/Colorado Technical Univeristy   March 2009 - Present
Plowden & Associates   August 2000 - March 2015
University of Phoenix  February 2013 - September 2014
US Army  July 2013 - April 2014
United States Army Reserve  January 2006 - June 2013
Dominion Voting Systems  September 2012 - March 2013
Colorado Technical Univeristy   January 2009 - October 2012
Trust Company of America   March 2008 - June 2012

Skills
Team Leadership, Project Management, Business Analysis, Agile Methodologies, Team Building, Management, Strategic Planning, Training, Leadership, Process Improvement, Quality Assurance, Strategy, Banking, Windows, Research, Analysis, SQL, Change Management, Human Resources, Information Assurance, Long-term Customer..., Higher Education, Project Planning, Budgets, Employee Relations, World Class Customer..., Leadership Development, Customer Service

Education
Colorado Technical University   2006 — 2008
Master of Business Administration (M.B.A.), Business/Finance, 3.75

University of Colorado Colorado Springs   1994 — 1997
Bachelor's Degree, Information Technology

Military Communications Academy-
Communications, Communications/Leadership

Experience
Boulder Ventures   1995 - Present
CommercialTribe  2014 - Present
Market Force Information  2011 - Present
BiOptix  2009 - Present
miRagen Therapeutics, Inc.   2007 - Present
BaroFold, Inc.   2006 - Present
Array BioPharma  1998 - Present
Trust Company of America   1999 - 2014
University Research Corporation  1988 - 1999
Colorado Venture Management, Inc   1986 - 1995

Skills
Venture Capital, Entrepreneurship, Board Development, Start-up Ventures, Leadership Development, Financial Analysis, Due Diligence, Funding, Angel Investing, Private Equity, Start-ups, Executive Management, Corporate Development, Equities, Strategic Planning, Finance, Investments, Mutual Funds, IPO, Business Development

Education
The University of Chicago Booth School of Business   1983 — 1985
Master of Business Administration (MBA), Finance, General

Vassar College   1977 — 1981
Bachelor of Arts (B.A.), Economics, Summa cum laude

Experience
Moss & Associates  May 2014 - Present
Moss & Associates  October 2012 - May 2014
Randall Construction Group (Concrete Division)   September 2011 - October 2012
Trust Company of America   June 2010 - September 2011

Skills
New Business Development, Problem Solving, Project Engineering, Project Management, Teamwork, Team Leadership, Organizational Structure, Organizational..., Profit Maximization, Financial Analysis, Cost Management, Purchase Management, Procurement, Purchasing, Process Scheduler, Contract Negotiation, Contract Management, Leadership, Management, Construction Management

Education
Regis University   2006 — 2010
Bachelors of Science, Management, Finance and International Business

Experience
Trust Company of America   July 2015 - Present
Colorado Technical University  April 2014 - Present
Junior Achievement Rocky Mountain, Inc.   August 2013 - July 2015
First Data Corporation  September 2006 - April 2013
Fiserv ISS  August 2002 - September 2006
MetLife  February 2000 - August 2002
PricewaterhouseCoopers  August 1998 - January 2000
Merrill Lynch  May 1997 - July 1998

Skills
Management, Operations Management, Insurance, Employee Benefits, Mutual Funds, Pensions, ERISA, Corporate Governance, Privacy Law, Corporate Law, Employment Law, Vendor Management, Risk Management, Real Estate, Investments, Leadership, Human Resources, Mergers & Acquisitions, Policy, Deferred Compensation, SPSS, NVivo, Qualitative Research, Quantitative Research, Data Analysis, Regression Analysis, Finance, Process Improvement, Benefits Administration, Financial Services, Analysis, Due Diligence, 401k, Executive Pay, Retirement, Financial Analysis, Change Management, Governance, Business Analysis, Banking, Legal Compliance, Nonprofits, Strategy, Data Privacy, Training, Business Process..., Organizational..., Performance Management, Program Management

Education
Walden University   2009 — 2013
Doctor of Philosophy (PhD), Public Policy and Administration

Regis University   2003 — 2006
Master of Business Administration (MBA), Operations Management

Denver Paralegal Institute   2002 — 2003
ABA Approved Paralegal Certificate, Legal Studies, General

Colorado Real Estate Institute   1998 — 1998
Real Estate License, Residential Real Estate

Regis University   1993 — 1997
Bachelor of Science (BS), Mathematics & Economics

Experience
ABB Enterprise Software  April 2015 - Present
Trust Company of America   June 2014 - April 2015
Freelance  June 2013 - June 2014
Spectra Logic  June 2011 - May 2013
Kingfield Property Services   May 2009 - September 2010
MI Communications   June 2004 - September 2006

Skills
User Experience, User Experience Testing, User Interface Design, Balsamiq, Analysis, SharePoint Designer, HTML, CSS, Web Design, Web Development, Graphic Design, Photoshop, Illustrator, SharePoint, XML, JavaScript, Wireframes, Rapid Prototyping, Management, CRM, Agile Methodologies, Leadership, User Interface, Enterprise Software, Mobile Applications

Education
Oxford Brookes University   2010 — 2011
MSc, Computer Science

The University of Sheffield   2005 — 2009
Bachelor of Arts (B.A.), East Asian Studies

Experience
Trust Company of America   August 2004 - Present

Skills
Research, Financial Analysis, Analysis, Finance, Process Improvement, Equities, Securities, Microsoft Excel, Financial Reporting, Team Building

Education
University of Colorado Denver   2009 — 2014
Master of Arts (M.A.), American History (United States)

Metropolitan State University of Denver   2004 — 2008
Bachelor of Arts (B.A.), American History (United States)

Experience
Trust Company of America   April 2014 - Present
Curian Capital  December 2006 - April 2014
Jackson National Life  November 2005 - December 2006
Jackson National Life  November 1997 - November 2005

Skills
Series 7, Series 63, PMP, Certified Fund..., Asset Management, Financial Services, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Wealth Management, Banking, Product Management, Insurance, Analysis, Finance, Strategy, Alternative Investments, Business Analysis, Project Management, Management, Program Management, Securities

Education
University of Colorado at Boulder   1987 — 1991
Bachelor of Arts (BA), Communication, General, 3.61

Experience
LT Trust, formally known as Lincoln Trust   2015 - Present
Guardian Retirement Solutions   2014 - 2015
Great-West Financial  2005 - 2013
LPL Financial  2003 - 2005
Trust Company of America   2002 - 2003
Rydex Investments  1998 - 2002
Salomon Brothers  1996 - 1998
Donaldson, Lufkin & Jenrette   1995 - 1996

Skills
Mutual Funds, 401k, Investments, Series 63, Series 7, Retirement Planning, Retirement Plan..., Asset Allocation, Employee Benefits, Defined Benefit, Series 65, Defined Contribution, Profit Sharing, Insurance, Finance, Financial Advisory, Management

Education
Lehigh University   1991 — 1995
BS, Finance

Summit High

Experience
Fidelity Investments - Fidelity Institutional Wealth Services   January 2014 - Present
Trust Company of America   January 2011 - January 2014
McGladrey  October 2006 - June 2011
Bank of America  July 2005 - September 2006
Mahoney and Associates   January 2004 - July 2005
Ernst & Young  August 2000 - January 2004
SunTrust Bank  March 1998 - July 2000
Fidelity Investments  February 1997 - November 1997
Northern Trust Bank  January 1990 - February 1997
SunTrust Bank  January 1983 - December 1990

Skills
Wealth Management, Financial Services, Personal Finance, Series 7, Alternative Investments, Mutual Funds, Securities, Asset Managment, Strategic Financial..., Asset Allocation, Investments, Investment Management, Retirement Planning, Investment Advisory, Estate Planning, Financial Advisory, Employee Benefits, Mergers & Acquisitions, Portfolio Management, Finance

Education
Rollins College   1981 — 1983
B.A., Communications

Florida State University   1979 — 1981

Experience
Pearson  July 2014 - Present
Trust Company of America   April 2013 - July 2014
DISH Network  September 2011 - April 2013
Enterprise Information Management  December 2010 - November 2011
DISH Network  August 2010 - December 2010
Enterprise Information Management  April 2008 - August 2010
Great-West Life  March 2007 - April 2008
CSG Systems  November 1999 - March 2007
Open Systems Managers   June 1995 - November 1999
Qwest Communications  1997 - 1999

Skills
Team Leadership, Veritas Cluster Server, Veritas Net Backup, Veritas Storage..., Solaris, Solaris Zones, ZFS, AIX, AIX VIO, AIX HACMP, HP-UX, HP-UX VPARs, VMware ESX, Business Continuity, System Administration, Systems Engineering, Storage Area Networks, Enterprise Storage, Backup Solutions, System Architecture, Process Improvement, Strategic Planning, IT Service Management, Technical Architecture, Cluster, Databases, Integration, Netbackup, Red Hat Linux, Unix, VMware, Virtualization, Servers, Storage, AIX Administration, Storage Architecture, Storage Management, NAS, Data Center, Brocade, Operating Systems, EMC Storage, Security, HP, Sun, Cloud Computing, System Deployment, IBM AIX, SAN

Education
Colorado State University   2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General

Colorado State University
Bachelor's degree, Biology

Experience
Sigma Systems, Inc.   March 2014 - Present
Healing Strides Inc   September 2011 - Present
My Trusted Techs, LLC   March 2013 - March 2014
Rock Solid High School  August 2013 - December 2013
Trust Company of America   April 2011 - March 2013
My Trusted Techs, Inc.   November 2005 - April 2011
Mac 'N Tech   February 2010 - October 2010
Hewlett-Packard Company  May 2000 - October 2005
HP  2000 - 2005
Integrated Research  1999 - 2000

Skills
Databases, Competitive Intelligence, HP NonStop, Management, Product Management, Enterprise Architecture, Transaction Processing, Software Development, SaaS, Executive Management, Enterprise Software, Computer Security, Cloud Computing, High Availability, Integration, Data Warehousing, Program Management, SDLC, SOA, Software Project..., Security, Disaster Recovery, COBOL, SQL, Business Intelligence, Start-ups, Agile Methodologies, Requirements Analysis, IT Strategy, Unix, Leadership, Servers, Business Analysis, Vendor Management, HP, Solution Architecture, Quality Assurance, Software Documentation, Data Center, IT Management, Web Services, System Architecture, Analysis

Education
Colorado State University
B.S.

Experience
Trust Company of America   March 2012 - June 2013
Missouri Gas Energy  January 2006 - January 2012
Missouri Gas Energy  January 2004 - January 2006
Sprint Nextel  January 1998 - January 2004
DST Systems  January 1997 - January 1998
Program Systems Inc.   January 1996 - January 1997
Riversoft  January 1995 - January 1996

Skills
COBOL, DB2, CICS, Java, HTML

Education
DeVry University
Dachelor of Science, Computer Information Systems

Electronics Institute
Associates of Science, Electronic Technology

Experience
AdminiTrust LLC   August 2014 - Present
National Organization on Disability  August 2010 - August 2014
TriNet  September 2006 - April 2009
Strategic Programs, Inc.   October 2005 - September 2006
Trust Company of America   February 2004 - October 2005
America's Job Network / McKenzie Scott   June 2001 - March 2004
Titanium Metals Corporation (TIMET)   September 1999 - June 2001
Jeppesen Sanderson  July 1996 - September 1999
US Army  January 1976 - May 1996

Skills
Human Capital Strategy, Human Resources, Performance Management, Talent Management, Organizational..., Organizational..., Recruiting, Performance Improvement, Deferred Compensation, Coaching, Team Building, Training, Strategic Planning, Outsourcing, SuccessFactors, Environmental Impact..., Leadership, Staff Development, Instructional Design, Succession Planning, Leadership Development, Career Development, Employee Relations, Strategy, Talent Acquisition, Executive Management, Career Counseling, Resume Writing, Personnel Management, Executive Coaching, Workshop Facilitation, Employee Benefits, Management, HR Consulting, Program Management, Policy, Organizational..., Consulting

Education
U.S. Army Command & General Staff College   1988 — 1995
Masters of Military Arts and Science

The University of South Dakota   1971 — 1975
BS

Experience
D+H  March 2011 - Present
Arrow Electronics  2009 - March 2011
Great-West Retirement Services  January 2008 - September 2008
Fiserv Investment Support Services  January 2003 - December 2006
Lincoln Trust Company  January 1999 - December 2002
Trust Company of America   April 1996 - December 1998
Resources Trust Company  1985 - 1996

Education
Regis University   2004 — 2009
Business Administration

Certified Product Manager and Product Marketing Manager
Association of International Product Marketing and Management

FINRA Series 6 License

Experience
Cadence Capital Investments LLC   March 2014 - Present
Trust Company of America   May 2007 - October 2013
Big O Tires, Inc.   May 2003 - May 2007
Sovereign Financial Services, Inc. (INVESCO Private Capital)   July 2000 - December 2002
Bentley Networks, Inc.   October 1998 - May 2000
Breckenridge Holding Company   July 1996 - October 1998
Gillett Holdings, Inc.   August 1989 - May 1996
Arthur Andersen & Co.   June 1979 - August 1989

Skills
Wealth Management, Process Improvement, Finance, Strategic Financial..., Investments, Strategic Planning, Financial Analysis, Team Building, Budgets, Leadership, Mutual Funds, Forecasting, Financial Reporting, Accounting, Operations Management, Business Strategy, Project Management, Financial Services, Alternative Investments, Securities, Executive Management, Financial Modeling, Due Diligence, Cash Management, Mergers & Acquisitions, Private Equity, Portfolio Management, Asset Management, Investment Management, Series 7, Asset Allocation, Financial Planning

Education
University of Colorado Boulder
Bachelor of Science, Accounting, Magna Cum Laude

Experience
Pinnacol Assurance  2014 - Present
Western Union  2011 - 2013
Trust Company of America   2010 - September 2011
Thomson Reuters  2008 - January 2010
Lipper  1998 - July 2008
Accelerated Data Systems   1996 - January 1998

Skills
Vendor Management, Agile Methodologies, Software Development, SaaS, IT Strategy, Process Improvement, SharePoint, Enterprise Software, SOA, Microsoft SQL Server, Data Warehousing, Management, Disaster Recovery, Databases, SDLC, Strategy, Business Analysis, Business Process, Analysis, Project Management, Team Leadership, Team Management, Leadership, Change Management, Data Center, Oracle, Scrum, Analytics, Business Intelligence, C#, Enterprise Architecture, Integration, Testing, Program Management, SQL Server, Big Data, NoSQL, Hadoop, Cassandra, IT Outsourcing, .NET, Risk Management, Java, Ruby on Rails, AngularJS, Team Building, Product Development, Continuous Improvement, Lean Transformation, Quality Assurance

Education
Colorado State University
BA, Political Science

Experience
Raytheon Intelligence and Information Systems  2012 - Present
P2 Energy Solutions  April 2002 - April 2009
Trust Company of America   January 1980 - January 2002

Skills
Servers, VMware, Active Directory, VPN, Integration, Troubleshooting, Unix, Switches, Software Documentation, Testing, System Administration, Windows, Firewalls, Databases, TCP/IP, Software Installation, SQL, Security, Process Improvement, Hardware, Requirements Analysis, Disaster Recovery, VMware View, VMware ESX, View Composer

Education
Emily Griffith Technical College   1978 — 1980
Associates, Solid State Electronics

Experience
Trust Company of America   May 2015 - Present
DigitalGlobe  February 2014 - May 2015
TEKsystems  February 2014 - June 2014
FishNet Security  April 2013 - February 2014
VirtualArmor  August 2012 - April 2013
Symplified, Inc.   November 2011 - August 2012
Holland & Hart LLP  September 2009 - November 2011
Illumen  January 2005 - September 2009
Pinkard Construction Company  2000 - 2005

Skills
Active Directory, LDAP, Microsoft Exchange..., Juniper, ScreenOS, Microsoft Exchange, 802.1x, Juniper Pulse Access..., SAML 2.0, Linux, JUNOS, Juniper Pulse Secure..., VMware, KVM, Iptables, Scripting, Juniper Security Threat..., Juniper SRX, Managed Services, Remote Desktop Services..., CentOS, TCP/IP, Group Policy, Microsoft SQL Server, Blackberry Enterprise..., Identity and Access..., Virtualization, Windows, Asigra, Aerohive, Public Key..., Kerberos, Wireless, Active Directory..., Netscreen, Firewalls, Switches, Routers, Network Design, Network Administration, WAN, Security, Wireless Networking, Cloud Computing, Juniper Technologies, Network Security, Networking, Servers, Windows Server

Education
University of Colorado Boulder   1998 — 2000
NA, Computer Science

Glenwood Springs High School   1994 — 1998

Experience
Aran Raz - Sole proprietor   2011 - Present
Trust Company of America   2014 - 2015
Comcast  2009 - 2013
Intrawest  2004 - 2008
Citi  1998 - 2004
US Navy  1994 - 1997

Skills
Account Management, Business Development, Investor Relations, Customer Service, Sales, Leadership, Team Building, Product Management, Process Improvement, Project Management, Strategic Planning, Contract Negotiation, Call Centers, Team Leadership, Management, Financial Services, Technical Support, Social Media, Microsoft Office, Troubleshooting, Training, Marketing Strategy, Budgets, Event Management, New Business Development

Education
Colorado State University-Global Campus   2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Social Sciences

Colorado State University   2010 — 2014
Bachelor’s Degree, Applied Social Sciences / Organizational Leadership / Public Administration / Project Management, 3.84

Experience
Trust Company of America   August 2008 - Present
Assurity Financial Services, LLC  2003 - 2008

Education
Colorado State University   1999 — 2003
BBA, Finance

Dale Carnegie "HIP"

John Marshall

John Marshall

John Marshall

Experience
Trust Company of America   December 2011 - Present
Scottrade, Inc.   March 2010 - December 2011
Computer Research, Inc.   October 2004 - February 2010
The SYGMA Network  May 2000 - May 2003
The Hibbert Group  July 1999 - May 2000
Rippe Kingston Financial Software, LLC (formerly Financial Software, Inc)   May 1995 - June 1999

Skills
Requirements Analysis, SDLC, Program Management, Business Analysis, Testing, DB2, Test Planning, Quality Assurance, Analysis, Agile Methodologies, Quality Center, User Acceptance Testing, IBM iSeries, SQL, Unix, Databases, Software Development, COBOL, XML, Microsoft SQL Server, Software Documentation, SharePoint, Integration, Requirements Gathering, Visio, Software Project..., Agile & Waterfall...

Education
Red Rocks Community College   2002 — 2002
Java for the iSeries

Arapahoe Community College   2001 — 2001
Java Programming

Gwinnett Technical Institute
AAT, Computer Programming

Biola University   1975 — 1979
BS, Biological Sciences; PreMed Emphasis

Experience
Trust Company of America   December 2014 - Present
Trust Company of America   January 2014 - November 2014
Trust Company of America   November 2012 - December 2013
The Castle Group  March 2012 - January 2013

Skills
Financial Services, Mutual Funds, Asset Management, Securities, Process Improvement, Risk Management, Financial Analysis, Analysis, Leadership, Team Building, Relationship Management, Business Analysis, Finance, Investments, Customer Service, Lean Thinking, Equities, Cross-functional Team..., Microsoft Office, Microsoft Excel, Lean Six Sigma, Process Efficiency, Operational Efficiency

Education
Montana State University-Bozeman   2005 — 2010
Bachelor of Science (BS)

Experience
Rotary International  July 2013 - Present
University Schools  July 2010 - Present
First National Bank of Omaha  June 2001 - Present
Rotary International  2003 - 2009
Trust Company of America   1991 - 2000

Education
Colorado State University   1989 — 1991
MS, Finance

Colorado State University   1985 — 1989
BS, Finance & Economics

Experience
Trust Company of America   May 2015 - Present
Western Union  March 2005 - November 2014
Janus Capital Group  1996 - 2005

Skills
AML, OFAC, Risk Management, Fraud, USA PATRIOT Act, Financial Services, Anti Money Laundering, KYC, Bank Secrecy Act, Financial Regulation, Leadership, Banking, Securities, Financial Risk, Fraud Detection, Regulations, Sanction, Due Diligence, Operational Risk, Finance, Auditing, Policy, CAMS, Credit, Corporate Governance, Money Transfers, Agent-based Modeling, Management, Strategy, Investments, Retirement Plan...

Education
Colorado Mesa University   1987 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Experience
Trust Company of America   2014 - Present
GoVesting.com   December 2013 - Present
Trust Company of America   2010 - 2014
TIAA-CREF  2009 - 2010
Janus Capital Group  2007 - 2008
Janus Capital Group  2005 - 2007
Fiserv ISS  2003 - 2005
Fiserv ISS  2002 - 2003

Skills
Equity Trading, Market Research, Options Strategies, Blogging, High Frequency Trading, Start-up Ventures, Leveraged Finance, Relationship Management, Business Analysis, Vendor Management, Financial Services, Mutual Funds, Asset Management, Securities

Education
Metropolitan State University of Denver
History - BA, History - Political Science

Experience
Eldorado Trading Group Colorado  January 2014 - Present
Trust Company of America   January 2013 - December 2013
UBS Wealth Management  June 2012 - January 2013
Challenger Capital Group, Ltd   May 2011 - August 2011
Stenstrom Schneider   2007 - 2011

Skills
Investments, Equities, Microsoft Excel, Time Management, Teamwork, Fixed Income, Trading, Microsoft Office, Investment Banking, Leadership, Strategy, Financial Modeling, Finance, Valuation, DCF, Microsoft Word, Financial Analysis, Management, Portfolio Management, PowerPoint

Education
Colorado State University   2008 — 2012
Bachelor of Science, Business Administration; Investment Analysis and Accounting

Experience
Denver Wealth Management   July 2015 - Present
Colorado Financial Service Corporation   February 2015 - June 2015
Trust Company of America   October 2013 - November 2014
Charles Schwab  August 2008 - May 2013
Sackett Financial Group   July 2006 - July 2008

Skills
Series 7, Series 63, Strategic Financial..., Relationship Management, Stock Trading, Operations Management, Pay Equity, Equity Plans, ESPP, Financial Advisory, Income Tax, Tax Preparation, Sales, Equity Trading, Trading Strategies, Investor Relations, Client Relations, Client Education, Customer Service

Education
Biola University   2002 — 2006
BS, International Business

Experience
Jackson National Life Distributors LLC  March 2004 - Present
First Western Trust Bank  January 2001 - February 2004
Trust Company of America   October 1999 - February 2001
Envestnet Asset Management  October 1997 - September 1999
Fortis  March 1995 - September 1997
E & Y  1993 - 1995
KPMG  1986 - 1993

Skills
Certified Retirement..., FINRA Series 7 (2012), FINRA Series 99 (2012), Accounting, Finance, Information Technology, Auditing, Financial Analysis

Education
State University of New York College at Fredonia   1977 — 1979
Bachelor of Business Administration (B.B.A.)

Experience
Red Book Solutions, a HotSchedules company   January 2015 - Present
Trust Company of America   October 2012 - November 2014
Swiss Reinsurance Company  March 2010 - March 2011
State Street  October 2007 - October 2009
State Street Corporation, Munich   October 2005 - October 2007
State Street  2000 - 2005
State Street  1998 - 2000

Skills
Sales, SaaS, New Business Development, Process Improvement, Solution Selling, Sales Management, Salesforce.com, Relationship Management, Leadership, Finance, Financial Services, Mutual Funds, Fixed Income, CRM, Investments, Asset Allocation, Securities, Portfolio Management, Derivatives, Management, Trading, Project Management, Asset Managment, International Sales, Middle Office, Bloomberg, Equities, Corporate Actions, Business Analysis, Financial Analysis, Alternative Investments, Risk Management, Yoga, Ashtanga, ETFs, Strategic Planning, Consulting, Strategy, Business Development, Customer Service, Team Building, Operations Management, Asset Management

Education
Rockhurst University
MBA, International Business

Universidad de Santiago de Compostela

University of Kansas
BA, Spanish & Psychology

Yoga Works
200-Hour Yoga Teacher Certification, Yoga Teacher Training/Yoga Therapy

Experience
Trust Company of America   September 2013 - Present
New England Financial  April 2011 - August 2013
Northwestern Mutual  June 2008 - November 2010

Skills
Life Insurance, Fixed Annuities, Investments, Finance, Disability Insurance, Underwriting, Long Term Care Insurance, Mutual Funds, Wealth Management, Microsoft Office, Strategic Financial...

Education
Arizona State University

Experience
The Sawaya Law Firm  September 2007 - Present
Trust Company of America   July 2000 - July 2005
Commercial Federal Bank  November 1998 - July 2000

Skills
Legal Administration, Data Entry, Human Resources, Accounting, Office Administration, Microsoft Office, Technical Support, Administrative..., Outlook, Calendaring, Office Management, Administration, Spreadsheets, Administrative...

Education
Arapahoe Community College   1996 — 1999
Associate's degree, General Studies

University of Colorado at Denver

Experience
LPL Financial  2007 - Present
Pacific Life - Associated Securities Corporation   2005 - 2007
Curian Capital  2004 - 2005
Trust Company of America   2000 - 2002
ING  1995 - 2000
University of Phoenix  1995 - 2000
FisherLabbe, Inc.   1984 - 1995
Denver Public Schools  1980 - 1984
Corunna Public Schools  1979 - 1980

Skills
Financial Services, Information Technology, Technology Risk, Program Management, Project Management, Higher Education, Education

Education
Harvard Business School   2000 — 2001
AMP, Advanced Management Program

University of Colorado at Denver   1989 — 1993
Master of Business Administration (MBA), International Business

Central Michigan University   1974 — 1979
Bachelor of Science (BS), Biology/Computer Science/Secondary Education Certification

Experience
Richfield Hospitality  April 2015 - Present
Trust Company of America   April 2014 - March 2015
Sorrento Networks  September 2011 - January 2014
Integrated Asset Services  March 2009 - August 2011
Columbine Country Club  August 2008 - April 2011
New Mexico State University  October 2007 - May 2008
New Mexico State University  September 2006 - October 2007

Skills
Great Plains, Excel, Access, Outlook, Accounting, Accounts Payable, Account Reconciliation, Great Plains Software, Invoicing, Microsoft Dynamics GP, Microsoft Excel, Finance, General Ledger, Budgets, Microsoft Office, Microsoft Word

Education
New Mexico State University   2003 — 2008
Bachelor's degree, Accounting, Major: 3.625 Cumulative: 3.355

Experience
Broadridge Financial Solutions  January 2015 - Present
Trust Company of America   August 2014 - January 2015
Colorado School of Mines  May 2014 - August 2014
Slippery Rock University  May 2013 - May 2014
Altegra Health  June 2012 - June 2013

Skills
Leadership, Critical Thinking, Problem Analysis, Deadline Oriented, Sports Management, Event Management, Time Management, Facilities Management, Sports, Facility Assessment, Policy, Inspection, Public Relations, First Aid, Sports Marketing, Sponsorship, Hospitality, Process Scheduler, Facilities Operations, Administration, Budgets, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Event Planning, Public Speaking

Education
Slippery Rock University of Pennsylvania   2012 — 2014
Bachelor's degree, Sport Management

Penn State University   2010 — 2012
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Experience
Beacon Strategies, LLC   May 2006 - Present
Trust Company of America   2003 - 2005
Advent Software, Inc.   2000 - 2003
Fidelity Investments  August 1998 - December 1999
Fidelity Investments  January 1996 - August 1998

Skills
Wealth Management, Securities, Portfolio Management, Series 7, Investments, Financial Services, Investment Advisory, Asset Managment, Equities, Alternative Investments, Mutual Funds, Executive Management, Asset Management, Relationship Management, Venture Capital, Financial Advisory, Business Development, Series 63, Strategy, Investment Management, Hedge Funds, Asset Allocation, FINRA, Investment Strategies, Retirement Planning, ETFs, Series 24, Fixed Income, Retirement, Management Consulting, Strategic Financial..., Separately Managed..., 401k, Series 6, Fixed Annuities

Education
Colby College   1984 — 1989
Bachelor of Arts (B.A.), History

The Lawrenceville School

Experience
Towers Watson  April 2015 - Present
Towers Watson  July 2011 - March 2015
Trust Company of America   August 2005 - July 2011
Gemisys   1996 - 2005

Skills
Business Analysis, Business Strategy, SDLC, Product Development, Process Improvement, Requirements Analysis, Vendor Management, Financial Services, Change Management, Agile Methodologies, Project Management, Strategic Planning, Business Process..., Leadership, Cloud Computing, Training, Testing, Product Management, SaaS, Analysis, Software Documentation, Project Planning, Software Development, CRM, Management, SQL

Education
Menlo College   1986 — 1990
Computer Information Systems, Business

Experience
Integware, Inc  2011 - 2012
Rockies Venture Club  2003 - 2012
Trust Company of America   2009 - 2011
Spatial Business Systems  2008 - 2009
Intuit  2003 - 2007
Integrated Research  2001 - 2003
Distribution Resources Company  1994 - 2001
Distribution Resources Company  1986 - 1994
Hewlett-Packard  1983 - 1986

Skills
Supply Chain, ERP, Network Security, Performance Management, Financial Software, Product Life Cycle..., Life Sciences, Distribution Management, Distribution Systems, Medical Devices, Healthcare IT, Sales Management, Key Account Management, Territory Startup &..., New Business Development, Direct Sales, Product Lifecycle..., Leadership, Channel Partners, Start-ups, SaaS, Business Development, Professional Services, Healthcare Information..., Sales, Financial Services, Distributed Team..., Enterprise Software, Go-to-market Strategy, Solution Selling, Sales Operations, Sales Process, CRM, Strategy, Management, Selling

Education
Ohio University
MBA, Business

Ohio University
MM, Applied Music

Eastern Kentucky University
BMEd, Music Education

Experience
Graebel Companies  June 2012 - Present
Graebel Companies  February 2011 - Present
Customer Solutions Group, LLC (Prototest)   October 2010 - February 2011
Jeppesen  October 2009 - October 2010
VitraSun   February 2009 - October 2009
Qwest Communications  November 2007 - December 2008
Trust Company of America   March 2006 - November 2007
Orange Glo International  2003 - 2006
Raindance  2000 - 2003
MapQuest  1999 - 2000

Skills
Leadership, Software Quality..., Social Skills, Test Automation, Quality Assurance, SDLC, Quality Center, Testing, Test Planning, XML, QTP, LoadRunner, Performance Testing, System Testing, Agile Methodologies, Linux, Perl, Unix, Manual Testing, Selenium, SQL, JIRA, Web Services, Test Cases, Software Development, Microsoft SQL Server, Databases, Oracle, Web Applications, Visual Studio, Software Documentation, .NET, C#, Visio, VBScript, Integration, Java, Subversion, SOA, ASP.NET, JavaScript, Eclipse, Defect Tracking, TFS, Requirements Gathering, Scrum, Solaris, Data Warehousing, Cloud Computing

Education
Colorado State University   1984 — 1987
Zoology, Biology, Animal Science

Western State Colorado University   1983 — 1984
Biology

Experience
Wells Fargo Bank  August 2008 - Present
Wells Fargo Bank  June 2006 - July 2008
Metavante Corp.  June 2003 - May 2006
Tiburon Strategic Advisors  June 1999 - December 2002
Trust Company of America   February 1998 - June 1999
Wells Fargo Bank  January 1996 - January 1998
First Interstate Bank  October 1995 - January 1996
Shawmut Bank  1988 - 1995

Skills
Treasury Management, Marketing, Sales, Credit Analysis, Credit, Commercial Banking, Loans, Leadership, Banking, Commercial Lending, Cash Flow, Customer Service, Cash Management, Working Capital..., Process Improvement, Relationship Management, Portfolio Management, Management

Education
Hartford Graduate School of Business   1992 — 1995
MBA, Finance

State University of New York at Binghamton   1983 — 1987
Bachelor of Arts (B.A.), Economics

Experience
Wachovia Securities  June 2008 - Present
Trust Company of America   December 2000 - November 2007

Education
University of Colorado Boulder   1988 — 1992
Economics, Theory - on one hand, but on another.

Experience
Pearson North America  April 2014 - Present
Pearson North America  April 2013 - Present
Pearson North America  February 2012 - March 2013
eCollege  August 2009 - January 2012
Trust Company of America   January 2008 - August 2009
Mercury Companies  May 2006 - December 2007
Mercury Companies  January 2005 - April 2006
Mercury Companies  February 2004 - March 2006

Skills
Process Improvement, Vendor Management, SharePoint, Agile Methodologies, Program Management, Project Management, Change Management, Project Planning, Team Leadership, IT Strategy, Leadership, Team Building, Incident Management, PMI, Migration Projects, Disaster Recovery, SDLC, PMO, Business Analysis, Visio, Enterprise Software, Requirements Analysis, Software Project..., Risk Management, Agile Project Management, Management, Strategic Planning, Analysis, Resource Management, Integration

Education
Colorado State University   2007 — 2007
Certification, Project Management Certificate

New Horizons Learning Center   2006 — 2006
Project Fundamentals and Project Level ½

Winston-Salem State University   1998 — 2002
Bachelor of Science, Major: Computer Science, Minor: mathematics

East High School   1994 — 1998

Experience
Pearson  September 2013 - Present
Trust Company of America   January 2013 - September 2013
Trust Company of America   January 2007 - January 2013
Trust Company of America   July 2000 - January 2007
First American Financial Corporation  1998 - 2000
National Marine Fisheries Service  1989 - 1995

Skills
Business Analysis, Integration, Agile Methodologies, Project Management, Unix, Vendor Management, Software Documentation, Process Improvement, Disaster Recovery, AIX, Cloud Computing, Data Center, Databases, Enterprise Architecture, IT Strategy, Linux, Management, Operations Management, Program Management, Quality Assurance, Requirements Analysis, Requirements Gathering, SDLC, SQL, Security, Servers, SharePoint, Software Development, Software Project..., System Administration, Team Management, Testing, Troubleshooting, IBM AIX

Education
Colorado State University   1984 — 1989
Bachelor of Science (B.S.)

Experience
Great-West Financial  October 2004 - Present
Trust Company of America   2002 - 2004
Janus Capital Group  1999 - 2002
Fifth Third Bank  1996 - 1999

Skills
Financial Services, Mutual Funds, Investments, Management, 401k, Leadership, Retirement, Retirement Planning, Series 63, Securities

Education
University of Cincinnati College of Business   1991 — 1996
Bachelor of Business Administration (BBA), Management and Marketing

Experience
Trust Company of America   June 2005 - June 2012
Budget Truck Rental  2002 - 2005
Founders Asset Management  September 1993 - December 2001
Founders Asset Management  1993 - 2001
T. Rowe Price  September 1987 - September 1993

Skills
Asset Managment, Alternative Investments, Mutual Funds, Financial Analysis, Asset Management, Vendor Management, Securities, Financial Services

Education
University of California, Los Angeles   1983 — 1987

Experience
Trust Company of America   March 2012 - Present
Trust Company of America   July 2006 - March 2012
P2 Energy Solutions  2001 - 2006
Trust Company of America   July 1994 - August 2001

Skills
Unix, Software Development, SQL, Agile Methodologies, Databases, XML, Quality Assurance, Business Analysis, SDLC, Requirements Analysis, Software Documentation, Testing, SOA, XSL, XSL-FO, IBM UniVerse, Visual Basic

Education
Metropolitan State University of Denver   1990 — 1994
BS, Computer Science

Experience
Commerce Bank  February 2010 - Present
Discover Financial Services  2007 - 2009
Chase Paymentech  2000 - 2006
Trust Company of America   1999 - 2000
CheckFree Corporation  1997 - 1999
Discover Financial Services  1988 - 1997

Skills
Relationship Management, B2B, Business Development, Selling, Sales Management, Sales Operations, Banking, Payments, Portfolio Management, Training, Payment Card Processing, Credit Cards, Credit, Electronic Payments, Merchant Services, Account Management, Sales, Insurance, Market Research, Debit Cards, Relationship Marketing, Retail, Leadership, Social Media Marketing, Strategic Partnerships, CRM, Cold Calling, Customer Retention

Education
Northern Illinois University
B.A., Communications Studies

Experience
Trust Company of America   April 2014 - Present
Trust Company of America   September 2011 - March 2014
ALPS Fund Services, Inc.   April 2010 - May 2011
Invesco US  2006 - 2009

Skills
Mutual Funds, Investments, Securities, Financial Services, Alternative Investments, Relationship Management, Portfolio Management, Asset Management, Series 6, 401k, FINRA, Fixed Annuities, Risk Management, Wealth Management, Asset Allocation, Investment Advisory, Fixed Income, Analysis, Hedge Funds, Finance, Bloomberg, Retirement

Education
Colorado State University-Pueblo   1998 — 2001
MBA and BA, Business Administration and Business Management

Experience
Self Employed and Loving It!  September 2010 - Present
Northwestern Mutual  September 2008 - May 2010
OppenheimerFunds  March 2003 - April 2007
Trust Company of America   March 2001 - March 2003
Merrill Lynch  August 1999 - August 2000
Younger Generation Players   March 1988 - July 1999
Rocky Mt. Advertising Co-Op   September 1988 - January 1993

Skills
Fitness, Nutritional Counseling, Health, Nutrition, Public Speaking, Coaching, Team Building, Event Management, Strategic Planning, Problem Solving, Mentoring, Teaching, Holistic Health, Wellness, Healthcare, Sales, Strength Training, Personal Development, Small Business, Training, Weight Loss Coaching, Wellness Coaching, Public Relations, Leadership, Leadership Development, Motivational Speaking, Supplements, Entrepreneurship, Marketing, Lifestyle Coaching, Fundraising, Event Planning, Weight, Lifestyle, Weight Training, Sports Nutrition

Education
Clayton College of Natural Health   2007 — 2011
ND, Naturopathy

Clayton College of Natural Health   2007 — 2010
PhD, Holistic Nutrition

University of Phoenix   2002 — 2004
MBA, Finance, Marketing

Metropolitan State University of Denver   1997 — 1999
B.A., Speech-Communications

Metropolitan State University of Denver   1989 — 1996
B.A., Music

Centaurus High School

Experience
Trust Company of America   October 2014 - Present
Vectra Bank Colorado  March 2011 - October 2014
Mountain Asset Management   2010 - 2011
SunCorp Corporate CU  January 2009 - March 2010
First Data Corporation  2004 - 2008
Invesco US  January 1996 - December 2003

Skills
Financial Analysis, Financial Modeling, Investments, Portfolio Management, Asset Management, Mutual Funds, Securities, Alternative Investments, Bloomberg, Finance, Financial Services, Series 7, Fixed Income, Wealth Management, Valuation

Education
Rutgers Business School   1993 — 1995
Master of Business Administration (MBA), Finance, General, 3.2

Fort Lewis College   1989 — 1993
Bachelor of Arts (B.A.), Business Administration - Finance, 3.2

Experience
TransUnion  November 2013 - Present
Trust Company of America   June 2012 - August 2013
Trust Company of America   October 2010 - June 2012
Friday Jones Publishing   January 2010 - October 2010
Janeway Law Firm   December 2009 - May 2010
360 Media  June 2008 - November 2009
Starbucks Coffee Company  February 2007 - October 2007
SouthwestRe  June 2006 - August 2006
The Denver Children's Home   February 2006 - May 2006

Skills
Marketing Communications, Project Coordination, Social Media, Brand Management, Public Relations, Trade Shows, Brand Consulting, Industry Research, Account Management, Leadership, Advertising, CRM, Lead Generation, Strategic Planning, Financial Services, Project Management, Strategy, Web Design, Market Research, Integrated Marketing, Marketing Strategy, Brand Development, Salesforce.com, Corporate Communications, Event Management

Education
University of Denver - Daniels College of Business   2004 — 2010
International MBA, BSBA Marketing, Spanish concentration

Universidad Internacional Menéndez Pelayo   2007 — 2007
Spanish, Business

St. Pius X   2000 — 2004

Experience
Trust Company of America   July 2013 - Present
Trust Company of America   February 2011 - July 2013
Arapahoe 18th Judicial District   April 2009 - December 2011
Trust Company of America   July 2009 - February 2011
Oppenheimer Funds  February 1998 - January 2009
Marie Callenders  January 1994 - January 1998
Denver International School   January 1993 - January 1994

Skills
Training, Leadership, Outlook, Customer Service, Call Center, Investments, Financial Services, Project Planning, Microsoft Excel, Operations Management, Mutual Funds, Public Speaking, Testing, Trading, Retirement, Spreadsheets, Disaster Recovery, Policy, Finance, Accounting, Call Centers

Education
Arapahoe Probation Department   2009 — 2009
Certificate, Basic DPO Training

Mountain States Travel Training Institute Inc   1991 — 1992
Certificate, Airline/Travel Agent Training

Community College of Aurora   1989 — 1991
Associate of Arts, Accounting

Lycee Fremont   1985 — 1989
Baccalaureat, Foreign Languages

Experience
Fidelity Investments  November 2013 - Present
Fidelity Investments  April 2012 - November 2013
Trust Company of America   March 2011 - March 2012
LPL Financial  April 2006 - March 2011
Trilogy Financial Services  March 2003 - March 2006
SODEXHO  May 2002 - June 2003

Education
Norwich University   2010 — 2012
MBA, Finance

Pepperdine University   1998 — 2002
BS, Nutritional Science

Experience
Expand Financial LLC   2008 - Present
Trust Company of America   2005 - 2008
Fiserv ISS (Fortune 500)   1998 - 2006

Skills
Securities, Requirements Analysis, Business Analysis, Agile Methodologies, Financial Services, Retirement, SDLC, Vendor Management, Mutual Funds, Investments, Management, Integration, Software Project..., Process Improvement, Project Management, Strategic Planning, Leadership, Asset Management

Education
University of Denver   1993 — 1996
MS, Information Management

University of Colorado Boulder - Leeds School of Business   1985 — 1989
BS, Accounting/Finance

Experience
Trust Company of America   April 2010 - Present
Harrison Douglas, Inc.   June 2004 - November 2009
QA3 Financial Corp  April 2004 - May 2004
Freedom Financial, Inc,   September 2001 - March 2004
LaeRoc Partners, Inc.   October 2000 - May 2001
Roland Manarin & Associates   April 1995 - September 2000

Education
South Dakota School of Mines and Technology   1974 — 1977
BS, Mining Engineering;

Experience
Truven Health Analytics  June 2012 - Present
Thomson Reuters  November 2010 - June 2012
Trust Company of America   January 2006 - November 2010
Wave59 Technologies   2010 - 2010
Zen Life Supplements   July 2009 - December 2009
Virtela Communications  June 2004 - January 2006

Skills
Ant, EJB, Eclipse, JSP, Hibernate, JPA, XML, Tomcat, JBoss Application Server, Servlets, AJAX, Java Enterprise Edition, JavaScript

Education
University of Colorado Boulder
Bachelors, Computer Science

Experience
INTECH Investment Management LLC (a Janus Capital Group Company)   September 2005 - Present
TCAdvisors Network Inc.   January 2004 - August 2005
Trust Company of America   June 2003 - August 2005
Berger Funds  March 2001 - May 2003
Berger Financial Group LLC   August 1999 - May 2003
Price Waterhouse  August 1997 - August 1999

Skills
Financial Reporting, Accounting, Investments, Mutual Funds, Investment Management, Financial Analysis, Financial Modeling, Valuation, Asset Managment, Finance, Financial Services, Corporate Finance, Analysis, Internal Controls, Equities, Due Diligence

Education
University of Colorado Boulder - Leeds School of Business   1990 — 1994
B.S.-Business Administration

Experience
Mercury Payment Systems  2011 - Present
Trust Company of America   2010 - 2011
Sheridan Ross P.C.   2006 - 2010
Pandiscio & Pandiscio   2003 - 2006

Skills
Microsoft Office, Strategic Planning, Project Management, Process Improvement, Contract Negotiation, Financial Analysis, Quality Assurance, Business Analysis, Analysis, Leadership, Team Leadership, Risk Management, Program Management, Business Process..., Strategy, Vendor Management

Education
University of Colorado at Boulder
BS, Applied Mathematics, Economics, Astrophysics

Experience
EMPOWER Retirement  May 2012 - Present
Empower Retirement, Greenwood Village CO   January 2012 - Present
Express Professionals Temp Agency   January 2009 - January 2011
Trust Company of America   January 2005 - January 2008
Qualex  January 1994 - January 2005

Education
Denver Academy of Court Reporting   2009 — 2010
Court Reporting/Court Reporter

Pickens Tech   2001 — 2003
Professional Photography

Experience
Trust Company of America   2007 - 2012

Skills
Microsoft Office, Microsoft Excel, Ten Key, Coaching, Customer Service, Invoicing, Internet, Microsoft Word, Social Media, Organization, PowerPoint, Quality Control, Research, Tutoring, Typing, Outlook, Leadership, Series 6

Education
Southwest Texas State University   1997 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General