Trust Company of America
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Trust Company of America Employees
Employee
Years
Job
Industry
Brian C. Sumner, CFP®,CIMA® Brian C. Sumner, CFP®,CIMA®'s Trust Company of America Experience 2010 - 2011
Job Vice President, RIA Consulting Group Western U.S. at Calamos Investments
Industry Financial Services
Experience
Calamos Investments 2014 - Present
Curian Capital, LLC 2011 - 2014
Trust Company of America 2010 - 2011
Walton International Group 2008 - 2010
TIAA-CREF Asset Management 2001 - 2008
Fifth Third Securities 1998 - 2001
Education
University of Kentucky
Bachelor of Arts
Wharton School, University of Pennsylvania
Executive Education
Vanderbilt University
Owen Graduate School of Management
Calamos Investments 2014 - Present
Curian Capital, LLC 2011 - 2014
Trust Company of America 2010 - 2011
Walton International Group 2008 - 2010
TIAA-CREF Asset Management 2001 - 2008
Fifth Third Securities 1998 - 2001
Education
University of Kentucky
Bachelor of Arts
Wharton School, University of Pennsylvania
Executive Education
Vanderbilt University
Owen Graduate School of Management
Charles Erle Charles Erle's Trust Company of America Experience June 1999 - Present
Job Sr Level Conversion Manager at Trust Company of America
Industry Financial Services
Experience
Trust Company of America June 1999 - Present
JCPenney National Bank (JCPNB) 1990 - 1999
Skills
Event Photography, Advertising, Agile Methodologies, Alternative Investments, Business Analysis, Business Process, Social Media, SOA, Financial Services, Event Management, Integration, Training, Web Design, Mutual Funds, Event Planning, Enterprise Architecture, Strategic Planning, Customer Service, Leadership, SDLC, Project Management, Unix, Software Development, Software Documentation
Education
University of Northern Colorado
Trust Company of America June 1999 - Present
JCPenney National Bank (JCPNB) 1990 - 1999
Skills
Event Photography, Advertising, Agile Methodologies, Alternative Investments, Business Analysis, Business Process, Social Media, SOA, Financial Services, Event Management, Integration, Training, Web Design, Mutual Funds, Event Planning, Enterprise Architecture, Strategic Planning, Customer Service, Leadership, SDLC, Project Management, Unix, Software Development, Software Documentation
Education
University of Northern Colorado
Joanna Kafel-Knott, MBA, DTM Joanna Kafel-Knott, MBA, DTM's Trust Company of America Experience February 2007 - June 2011
Job Back Office Systems Administrator
Industry Financial Services
Experience
Super Stealthy Startup September 2014 - Present
Bank of America Merchant Services June 2011 - July 2014
Trust Company of America February 2007 - June 2011
Allstate Insurance March 2006 - January 2007
American Family Insurance April 2001 - November 2005
Spence Cassidy and Associates February 2000 - April 2001
Skills
Salesforce.com, Leadership, CRM, Project Management, New Business Development, Marketing, Management, Sales, Public Speaking, Coaching, Customer Service, Sales Operations, Project Planning, Analysis, Data Analysis, Fundraising, System Administration, Insurance, Strategic Planning, Team Building, Account Management, Financial Services, Sales Management, Vendor Management, Business Strategy, Customer Satisfaction, Team Leadership, Training, Strategy, Budgets, Process Improvement, Business Development, Microsoft Excel, Marketing Strategy, Program Management, Banking, Teamwork, Time Management, Direct Sales, Risk Management, Recruiting, Cross-functional Team..., Relationship Management, Leadership Development, Customer Retention, Business Planning, Human Resources, Business Analysis, PowerPoint
Education
University of Phoenix 2009 — 2011
MBA, Global Management
University of Economics in Krakow 1994 — 1999
MA, Economics, International Trade
Super Stealthy Startup September 2014 - Present
Bank of America Merchant Services June 2011 - July 2014
Trust Company of America February 2007 - June 2011
Allstate Insurance March 2006 - January 2007
American Family Insurance April 2001 - November 2005
Spence Cassidy and Associates February 2000 - April 2001
Skills
Salesforce.com, Leadership, CRM, Project Management, New Business Development, Marketing, Management, Sales, Public Speaking, Coaching, Customer Service, Sales Operations, Project Planning, Analysis, Data Analysis, Fundraising, System Administration, Insurance, Strategic Planning, Team Building, Account Management, Financial Services, Sales Management, Vendor Management, Business Strategy, Customer Satisfaction, Team Leadership, Training, Strategy, Budgets, Process Improvement, Business Development, Microsoft Excel, Marketing Strategy, Program Management, Banking, Teamwork, Time Management, Direct Sales, Risk Management, Recruiting, Cross-functional Team..., Relationship Management, Leadership Development, Customer Retention, Business Planning, Human Resources, Business Analysis, PowerPoint
Education
University of Phoenix 2009 — 2011
MBA, Global Management
University of Economics in Krakow 1994 — 1999
MA, Economics, International Trade
Joseph Mascioli Joseph Mascioli's Trust Company of America Experience December 2012 - March 2013
Job Shareholder & Investment Consultant at 361 Capital
Industry Financial Services
Experience
361 Capital March 2015 - Present
EMPOWER Retirement January 2015 - March 2015
EMPOWER Retirement March 2013 - January 2015
Trust Company of America December 2012 - March 2013
OppenheimerFunds December 2010 - June 2012
The Parziale-Kern Group of Wells Fargo Advisors April 2010 - October 2010
Aberdeen Funds July 2006 - January 2009
Aberdeen Funds December 2005 - June 2006
Wachovia May 2003 - April 2005
Education
University of Maryland - Robert H. Smith School of Business
Bachelor's Degree, Finance
361 Capital March 2015 - Present
EMPOWER Retirement January 2015 - March 2015
EMPOWER Retirement March 2013 - January 2015
Trust Company of America December 2012 - March 2013
OppenheimerFunds December 2010 - June 2012
The Parziale-Kern Group of Wells Fargo Advisors April 2010 - October 2010
Aberdeen Funds July 2006 - January 2009
Aberdeen Funds December 2005 - June 2006
Wachovia May 2003 - April 2005
Education
University of Maryland - Robert H. Smith School of Business
Bachelor's Degree, Finance
Richard A Tonetti Richard A Tonetti's Trust Company of America Experience October 2012 - Present
Job Regional Vice President Trust Company of America
Industry Financial Services
Experience
Trust Company of America October 2012 - Present
U.S. Trust, Bank of America May 2004 - June 2012
Wells Fargo March 1997 - May 2004
Northern Trust November 1993 - March 1997
Skills
Superior Client Service, Client Retention..., Operating Budgets, Business Development, Business Planning, Business Process..., Driving Results, Value Propositions, key employee retention, achieving operational..., Cultural Awareness, Culture Change, Team Building, Matrix Management, Direct Sales, Investments, Wealth Management..., Banking, Coaching, Staff Retention, Client Services, Financial Services, Process Improvement, Portfolio Management, Loans, Credit, Team Leadership, Financial Advisory, Leadership
Education
University of Guelph 1983 — 1985
Bachelor's degree, Economics
Harlaxton College, Grantham England 1981 — 1981
Business/Commerce, General
Trust Company of America October 2012 - Present
U.S. Trust, Bank of America May 2004 - June 2012
Wells Fargo March 1997 - May 2004
Northern Trust November 1993 - March 1997
Skills
Superior Client Service, Client Retention..., Operating Budgets, Business Development, Business Planning, Business Process..., Driving Results, Value Propositions, key employee retention, achieving operational..., Cultural Awareness, Culture Change, Team Building, Matrix Management, Direct Sales, Investments, Wealth Management..., Banking, Coaching, Staff Retention, Client Services, Financial Services, Process Improvement, Portfolio Management, Loans, Credit, Team Leadership, Financial Advisory, Leadership
Education
University of Guelph 1983 — 1985
Bachelor's degree, Economics
Harlaxton College, Grantham England 1981 — 1981
Business/Commerce, General
Joshua Pace Joshua Pace's Trust Company of America Experience May 2012 - Present
Job President and Chief Executive Officer at Trust Company of America
Industry Financial Services
Experience
Trust Company of America May 2012 - Present
Canadian Mountain Holidays / Alpine Helicopters April 2008 - May 2012
Webroot January 2006 - April 2008
Openwave 2001 - 2006
Skills
Accounting
Education
University of Colorado at Denver 1995 — 1997
MBA, Internation Business
University of North Carolina at Greensboro 1985 — 1989
BA, Accounting
Trust Company of America May 2012 - Present
Canadian Mountain Holidays / Alpine Helicopters April 2008 - May 2012
Webroot January 2006 - April 2008
Openwave 2001 - 2006
Skills
Accounting
Education
University of Colorado at Denver 1995 — 1997
MBA, Internation Business
University of North Carolina at Greensboro 1985 — 1989
BA, Accounting
Dmitriy Podolny Dmitriy Podolny's Trust Company of America Experience May 2013 - November 2014
Job Relationship Manager at Computershare
Industry Financial Services
Experience
Computershare June 2015 - Present
Trust Company of America May 2013 - November 2014
Trust Company of America February 2009 - May 2013
OppenheimerFunds July 2005 - July 2008
OppenheimerFunds July 2005 - October 2007
Skills
Investments, Investment Properties, Finance, Financial Analysis, Mutual Funds, Series 7, Securities, Due Diligence, Real Estate, Mergers & Acquisitions, Asset Management, First Time Home Buyers, Foreclosures, Portfolio Management, Real Estate Transactions, Small Business, Insurance, Strategic Financial..., Investors, Residential Homes, Corporate Actions, Transfer Agency
Education
University of Colorado Denver 1994 — 1999
Bachelor of Science (B.S.), Finance, General
Computershare June 2015 - Present
Trust Company of America May 2013 - November 2014
Trust Company of America February 2009 - May 2013
OppenheimerFunds July 2005 - July 2008
OppenheimerFunds July 2005 - October 2007
Skills
Investments, Investment Properties, Finance, Financial Analysis, Mutual Funds, Series 7, Securities, Due Diligence, Real Estate, Mergers & Acquisitions, Asset Management, First Time Home Buyers, Foreclosures, Portfolio Management, Real Estate Transactions, Small Business, Insurance, Strategic Financial..., Investors, Residential Homes, Corporate Actions, Transfer Agency
Education
University of Colorado Denver 1994 — 1999
Bachelor of Science (B.S.), Finance, General
Marc Story Marc Story's Trust Company of America Experience March 2015 - Present
Job Director of Enterprise Agiltiy at Trust Company of America
Industry Computer Software
Experience
Trust Company of America March 2015 - Present
Comcast September 2013 - Present
Comcast November 2011 - September 2013
Integrated Asset Services May 2011 - November 2011
Policy Studies January 2011 - May 2011
Pinnacol Assurance February 2010 - October 2010
OCLC December 2005 - November 2009
MovieUnion May 2002 - December 2005
ProSavvy November 1999 - July 2003
Primestar by TCI 1995 - 1999
Skills
Agile Methodologies, Leadership, Culture Change, Agile Project Management, Scrum, Product Management, Cross-functional Team..., Software Development, Strategy, Coaching, Web Applications, Team Building, Change Management, Product Development, Start-ups, Process Improvement, Mentoring, Lean Software..., Strategic Planning, SDLC, Management, Certified Scrum Master..., Testing, Process Engineering, Project Management, Development & delivery..., Lean Thinking, Organizational..., Prisoner Reentry, Infantry Tactics
Education
University of Northern Colorado 1987 — 1990
Trust Company of America March 2015 - Present
Comcast September 2013 - Present
Comcast November 2011 - September 2013
Integrated Asset Services May 2011 - November 2011
Policy Studies January 2011 - May 2011
Pinnacol Assurance February 2010 - October 2010
OCLC December 2005 - November 2009
MovieUnion May 2002 - December 2005
ProSavvy November 1999 - July 2003
Primestar by TCI 1995 - 1999
Skills
Agile Methodologies, Leadership, Culture Change, Agile Project Management, Scrum, Product Management, Cross-functional Team..., Software Development, Strategy, Coaching, Web Applications, Team Building, Change Management, Product Development, Start-ups, Process Improvement, Mentoring, Lean Software..., Strategic Planning, SDLC, Management, Certified Scrum Master..., Testing, Process Engineering, Project Management, Development & delivery..., Lean Thinking, Organizational..., Prisoner Reentry, Infantry Tactics
Education
University of Northern Colorado 1987 — 1990
Pete Muckley Pete Muckley's Trust Company of America Experience October 2015 - Present
Job VP of Marketing at Trust Company of America
Industry Financial Services
Experience
Trust Company of America October 2015 - Present
Curian Capital, LLC March 2006 - Present
Curian Capital, LLC March 2006 - September 2015
Great-West Life March 2004 - March 2006
INVESCO/AIM Funds December 1999 - March 2004
INVESCO 1999 - 2003
Janus Capital Group May 1999 - December 1999
First Marketing 1984 - 1999
Skills
Marketing Strategy, Online Marketing, Corporate Communications, Product Development, Promotions, Public Speaking, PowerPoint, Market Research, Strategic Planning, Digital Marketing, Public Relations, Copywriting, Direct Marketing, Writing, Mutual Funds, Brand Development, Editing, Word, Social Media Marketing, Investments, Account Management, Marketing Communications, Content Development, Advertising, Graphic Design, Insurance, Team Building, Social Media, Email Marketing, Internal Communications, Strategic Communications, Direct Mail, Sales, Online Advertising, Integrated Marketing, Press Releases, Microsoft Word, Marketing, Management, Strategy, Financial Services
Education
University of Florida 1980 — 1984
BS, Journalism
Trust Company of America October 2015 - Present
Curian Capital, LLC March 2006 - Present
Curian Capital, LLC March 2006 - September 2015
Great-West Life March 2004 - March 2006
INVESCO/AIM Funds December 1999 - March 2004
INVESCO 1999 - 2003
Janus Capital Group May 1999 - December 1999
First Marketing 1984 - 1999
Skills
Marketing Strategy, Online Marketing, Corporate Communications, Product Development, Promotions, Public Speaking, PowerPoint, Market Research, Strategic Planning, Digital Marketing, Public Relations, Copywriting, Direct Marketing, Writing, Mutual Funds, Brand Development, Editing, Word, Social Media Marketing, Investments, Account Management, Marketing Communications, Content Development, Advertising, Graphic Design, Insurance, Team Building, Social Media, Email Marketing, Internal Communications, Strategic Communications, Direct Mail, Sales, Online Advertising, Integrated Marketing, Press Releases, Microsoft Word, Marketing, Management, Strategy, Financial Services
Education
University of Florida 1980 — 1984
BS, Journalism
Judy Ramey Judy Ramey's Trust Company of America Experience 2000 - 2006
Job Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management March 2009 - Present
Ferris Baker Watts Inc October 1980 - March 2009
Trust Company of America 2000 - 2006
Ferris Baker Watts Inc 1990 - 2003
Peace Corps January 1974 - January 1979
Peace Corps 1968 - 1971
Skills
Non-profit Board..., Financial Planning, Research, Financial Analysis, Financial Reporting, Investments, Non-profit Leadership, Leadership, Non-profit Volunteering, Mutual Funds, Defined Benefit, 401k, Management, Insurance
Education
West Virginia University
Bachelor of Science (BS), Education
University of Pennsylvania - The Wharton School
Finance, General
RBC Wealth Management March 2009 - Present
Ferris Baker Watts Inc October 1980 - March 2009
Trust Company of America 2000 - 2006
Ferris Baker Watts Inc 1990 - 2003
Peace Corps January 1974 - January 1979
Peace Corps 1968 - 1971
Skills
Non-profit Board..., Financial Planning, Research, Financial Analysis, Financial Reporting, Investments, Non-profit Leadership, Leadership, Non-profit Volunteering, Mutual Funds, Defined Benefit, 401k, Management, Insurance
Education
West Virginia University
Bachelor of Science (BS), Education
University of Pennsylvania - The Wharton School
Finance, General
Kathleen Asack Kathleen Asack's Trust Company of America Experience December 2010 - July 2012
Job Principal at AmplifyRIA, LLC
Industry Financial Services
Experience
AmplifyRIA, LLC June 2013 - Present
Advizent July 2012 - February 2013
Trust Company of America December 2010 - July 2012
Charles Schwab Advisor Services October 2008 - January 2011
Fidelity Investments February 2005 - October 2008
Charles Schwab & Company, Inc. 1997 - 2004
Skills
Consultative Sales..., RIA, Wealth Management, Financial Services, Recruiting, Business Formation, P&L Modeling, Growth Strategies, Marketing Strategy, Social Media Evangelist, Program Management, Offer Development, Networking, Mutual Funds, Investment Advisory, Business Development, Strategy, Relationship Management, Financial Advisory, Sales, Investments, Retirement Planning, Separately Managed..., Securities, Management, Finance, Series 7, ETFs
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Watertown High School
AmplifyRIA, LLC June 2013 - Present
Advizent July 2012 - February 2013
Trust Company of America December 2010 - July 2012
Charles Schwab Advisor Services October 2008 - January 2011
Fidelity Investments February 2005 - October 2008
Charles Schwab & Company, Inc. 1997 - 2004
Skills
Consultative Sales..., RIA, Wealth Management, Financial Services, Recruiting, Business Formation, P&L Modeling, Growth Strategies, Marketing Strategy, Social Media Evangelist, Program Management, Offer Development, Networking, Mutual Funds, Investment Advisory, Business Development, Strategy, Relationship Management, Financial Advisory, Sales, Investments, Retirement Planning, Separately Managed..., Securities, Management, Finance, Series 7, ETFs
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Watertown High School
Jill Buhrmann, MBA Jill Buhrmann, MBA's Trust Company of America Experience June 2009 - August 2011
Job Schwab Charitable Alternative Investment Sr. Specialist
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Bank of the West December 2012 - July 2015
A&I Financial Services August 2011 - December 2012
Trust Company of America June 2009 - August 2011
Fiserv Investment Support Services/ Trust Industrial Bank/ Lincoln Trust Co. June 2008 - June 2009
Fiserv Investment Support Services June 2007 - June 2008
Fiserv Investment Support Services July 2006 - June 2007
Pacific Investment Management Company (PIMCO Funds) July 2004 - July 2006
Peak Business Brokers August 2002 - June 2004
Murphree Colorado CAPCO (Certified Capital Company) January 2003 - May 2003
Skills
Trading, Client Care, Invoicing, Customer Relations, Customer Service, Problem Solving, Microsoft Office, Series 7, Strategic Planning, Securities, Finance, Mutual Funds, Budgets, Portfolio Management, Financial Services
Education
University of Phoenix 2006 — 2007
Masters, Business Administration
University of Colorado Colorado Springs 2000 — 2004
Bachelors of Science, Accounting and Finance
Charles Schwab July 2015 - Present
Bank of the West December 2012 - July 2015
A&I Financial Services August 2011 - December 2012
Trust Company of America June 2009 - August 2011
Fiserv Investment Support Services/ Trust Industrial Bank/ Lincoln Trust Co. June 2008 - June 2009
Fiserv Investment Support Services June 2007 - June 2008
Fiserv Investment Support Services July 2006 - June 2007
Pacific Investment Management Company (PIMCO Funds) July 2004 - July 2006
Peak Business Brokers August 2002 - June 2004
Murphree Colorado CAPCO (Certified Capital Company) January 2003 - May 2003
Skills
Trading, Client Care, Invoicing, Customer Relations, Customer Service, Problem Solving, Microsoft Office, Series 7, Strategic Planning, Securities, Finance, Mutual Funds, Budgets, Portfolio Management, Financial Services
Education
University of Phoenix 2006 — 2007
Masters, Business Administration
University of Colorado Colorado Springs 2000 — 2004
Bachelors of Science, Accounting and Finance
Sean Remy, CPA's Trust Company of America Experience March 2015 - Present
Job Financial Analyst at Trust Company of America
Industry Accounting
Experience
Trust Company of America March 2015 - Present
Real Capital Solutions April 2014 - February 2015
Public and Private Companies February 2013 - April 2014
Archstone June 2010 - January 2013
First Data Corporation June 2008 - May 2010
Deloitte & Touche LLP 2007 - 2007
Skills
Sarbanes-Oxley Act, Accounting, Customer Service, Financial Analysis, Microsoft Office, Real Estate, PeopleSoft, MRI, Internal Audit, Auditing, Forecasting, Accounts Payable, Account Reconciliation, Journal Entries, Accruals, Sarbanes-Oxley, CPA, Financial Statements, Financial Reporting, XBRL, Financial Variance..., Variance Explanations, Financial Regulation, Variance Analysis, Finance, Budgets
Education
University of Denver - Daniels College of Business 2003 — 2008
BSAcc, Accounting
Trust Company of America March 2015 - Present
Real Capital Solutions April 2014 - February 2015
Public and Private Companies February 2013 - April 2014
Archstone June 2010 - January 2013
First Data Corporation June 2008 - May 2010
Deloitte & Touche LLP 2007 - 2007
Skills
Sarbanes-Oxley Act, Accounting, Customer Service, Financial Analysis, Microsoft Office, Real Estate, PeopleSoft, MRI, Internal Audit, Auditing, Forecasting, Accounts Payable, Account Reconciliation, Journal Entries, Accruals, Sarbanes-Oxley, CPA, Financial Statements, Financial Reporting, XBRL, Financial Variance..., Variance Explanations, Financial Regulation, Variance Analysis, Finance, Budgets
Education
University of Denver - Daniels College of Business 2003 — 2008
BSAcc, Accounting
Dennis Noto Dennis Noto's Trust Company of America Experience March 2010 - December 2014
Job SVP Advisor Facing Solutions (ASO) Platform Services at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
Trust Company of America March 2010 - December 2014
CRI/Scottrade 2006 - March 2010
ADP September 2005 - 2006
ADP/SIS 2001 - 2005
ADP/SIS 1995 - 2001
ADP/SIS 1987 - 1995
Skills
Enterprise Architecture, Architectural Design, Strategic Planning, Relational Databases, Software Development, User Experience Design, Network Architecture, Cloud Computing, Visionary Thinking, Financial Services, Database Design, Business Continuity..., Project Management, Quality Assurance, Disaster Recovery, Fault Tolerant Systems, IT Strategy, Data Warehousing, Data Center, Solaris, Software, Red Hat Linux, AIX, Trading Systems, IT Operations, SaaS, Enterprise Storage, Mobile Applications, Web Development, Java Enterprise Edition, SOA, VMware, ISO 27001, Iso 9000, Performance Reporting, Agile Methodologies, Databases, Unix, Business Process, Linux, SQL, SDLC, Governance, Information Technology, Integration, XML, Change Management, Software Project...
Education
University of Oklahoma 1982 — 1986
Bachelor Degree in Science, Computer Science and Minor in MIS
LPL Financial April 2015 - Present
Trust Company of America March 2010 - December 2014
CRI/Scottrade 2006 - March 2010
ADP September 2005 - 2006
ADP/SIS 2001 - 2005
ADP/SIS 1995 - 2001
ADP/SIS 1987 - 1995
Skills
Enterprise Architecture, Architectural Design, Strategic Planning, Relational Databases, Software Development, User Experience Design, Network Architecture, Cloud Computing, Visionary Thinking, Financial Services, Database Design, Business Continuity..., Project Management, Quality Assurance, Disaster Recovery, Fault Tolerant Systems, IT Strategy, Data Warehousing, Data Center, Solaris, Software, Red Hat Linux, AIX, Trading Systems, IT Operations, SaaS, Enterprise Storage, Mobile Applications, Web Development, Java Enterprise Edition, SOA, VMware, ISO 27001, Iso 9000, Performance Reporting, Agile Methodologies, Databases, Unix, Business Process, Linux, SQL, SDLC, Governance, Information Technology, Integration, XML, Change Management, Software Project...
Education
University of Oklahoma 1982 — 1986
Bachelor Degree in Science, Computer Science and Minor in MIS
Barbara Leppitsch's Trust Company of America Experience June 2007 - February 2009
Job Systems Administrator II at Haemonetics
Industry Information Technology and Services
Experience
Jefferson County Public Schools December 2009 - September 2010
Trust Company of America June 2007 - February 2009
Intrado, Inc February 2006 - February 2007
TeleTech Corporation April 2004 - March 2005
Prof - Sr IBM Corporation Global Services July 2000 - July 2003
IBM's Printing Division August 1999 - July 2000
IBM Corporation Global Services November 1997 - August 1999
North Carolina PowerCorp Headquarters April 1997 - October 1997
North Carolina Power March 1993 - April 1997
Skills
SAN, Solaris, Unix, Disaster Recovery, AIX, System Administration, Red Hat Linux
Education
University of Denver 2007 — 2009
M.A.S, TECHNOLOGY MANAGEMENT
Virginia Commonwealth University - School of Business 1989 — 1995
BS, BA, Business, Foreign Languages
Jefferson County Public Schools December 2009 - September 2010
Trust Company of America June 2007 - February 2009
Intrado, Inc February 2006 - February 2007
TeleTech Corporation April 2004 - March 2005
Prof - Sr IBM Corporation Global Services July 2000 - July 2003
IBM's Printing Division August 1999 - July 2000
IBM Corporation Global Services November 1997 - August 1999
North Carolina PowerCorp Headquarters April 1997 - October 1997
North Carolina Power March 1993 - April 1997
Skills
SAN, Solaris, Unix, Disaster Recovery, AIX, System Administration, Red Hat Linux
Education
University of Denver 2007 — 2009
M.A.S, TECHNOLOGY MANAGEMENT
Virginia Commonwealth University - School of Business 1989 — 1995
BS, BA, Business, Foreign Languages
Dave Lasswell's Trust Company of America Experience October 2004 - Present
Job Senior Applications Developer at TCA
Industry Computer Software
Experience
Trust Company of America October 2004 - Present
DCL Consulting January 2000 - September 2003
D. Charles & Co. February 1983 - December 1999
Education
University of Illinois at Urbana-Champaign 1969 — 1974
Trust Company of America October 2004 - Present
DCL Consulting January 2000 - September 2003
D. Charles & Co. February 1983 - December 1999
Education
University of Illinois at Urbana-Champaign 1969 — 1974
Jason Kling's Trust Company of America Experience January 2005 - January 2008
Job at
Industry Financial Services
Experience
Flexible Plan Investments April 2012 - Present
Paladin Realty Partners February 2008 - June 2010
Trust Company of America January 2005 - January 2008
TD Ameritrade 2004 - 2004
Kemper/Scudder/Zurich/Deutsche Bank/DB 2000 - 2003
Cohen & Steers 1997 - 1999
Skills
Mutual Funds, Series 7, Real Estate Investment, Investments, Asset Management, New Business Development, Alternative Investments, Securities, Wealth Management, Financial Planning, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Portfolio Management, 401k, Strategic Financial...
Education
University of Iowa 1989 — 1993
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Finance
Flexible Plan Investments April 2012 - Present
Paladin Realty Partners February 2008 - June 2010
Trust Company of America January 2005 - January 2008
TD Ameritrade 2004 - 2004
Kemper/Scudder/Zurich/Deutsche Bank/DB 2000 - 2003
Cohen & Steers 1997 - 1999
Skills
Mutual Funds, Series 7, Real Estate Investment, Investments, Asset Management, New Business Development, Alternative Investments, Securities, Wealth Management, Financial Planning, Asset Allocation, Series 63, Investment Advisory, Investment Strategies, Portfolio Management, 401k, Strategic Financial...
Education
University of Iowa 1989 — 1993
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Finance
Tamim Saidy's Trust Company of America Experience August 1996 - March 2001
Job Sr. Network Engineer
Industry Defense & Space
Experience
Raytheon Intelligence and Information Services July 2008 - Present
Mine Safety & Health Administration April 2004 - March 2008
Gateway March 2001 - January 2004
Trust Company of America August 1996 - March 2001
Coastal Oil and Gas October 1993 - August 1996
Skills
Disaster Recovery, Active Directory, VMware, Network Security, Data Center, VMware ESX, Networking, Integration, Security, Troubleshooting, System Administration, DNS, Windows Server, Virtualization, Firewalls, Servers, Enterprise Architecture, WAN, DHCP, Cisco Technologies, TCP/IP, LAN-WAN, Unix, VMware Infrastructure
Education
University of Hawaii at Manoa 1989 — 1993
BBA, MIS
Raytheon Intelligence and Information Services July 2008 - Present
Mine Safety & Health Administration April 2004 - March 2008
Gateway March 2001 - January 2004
Trust Company of America August 1996 - March 2001
Coastal Oil and Gas October 1993 - August 1996
Skills
Disaster Recovery, Active Directory, VMware, Network Security, Data Center, VMware ESX, Networking, Integration, Security, Troubleshooting, System Administration, DNS, Windows Server, Virtualization, Firewalls, Servers, Enterprise Architecture, WAN, DHCP, Cisco Technologies, TCP/IP, LAN-WAN, Unix, VMware Infrastructure
Education
University of Hawaii at Manoa 1989 — 1993
BBA, MIS
Jan Schmick's Trust Company of America Experience January 2008 - Present
Job Tester at Trust Company of America
Industry Financial Services
Experience
Trust Company of America January 2008 - Present
Skills
Requirements Analysis, Software Quality..., SDLC, Business Analysis, Financial Services, Software Documentation, Software Development, Requirements Gathering, Mutual Funds, Analysis, Investments, Test Planning, User Acceptance Testing, Agile Methodologies, Testing, Integration, Quality Assurance, Databases, SharePoint, Software Project...
Education
University of Oklahoma
Bachelor of Business Administration (BBA), Business Administration and Management, General
Trust Company of America January 2008 - Present
Skills
Requirements Analysis, Software Quality..., SDLC, Business Analysis, Financial Services, Software Documentation, Software Development, Requirements Gathering, Mutual Funds, Analysis, Investments, Test Planning, User Acceptance Testing, Agile Methodologies, Testing, Integration, Quality Assurance, Databases, SharePoint, Software Project...
Education
University of Oklahoma
Bachelor of Business Administration (BBA), Business Administration and Management, General
Joshua Wostrel's Trust Company of America Experience December 2012 - October 2014
Job Great West
Industry Financial Services
Experience
Great-West Financial October 2014 - Present
Trust Company of America December 2012 - October 2014
Invesco Aim March 2008 - August 2009
AXA Advisors February 2007 - November 2007
Skills
401k, FINRA, Investments, Series 63, Series 7, Microsoft Excel, Salesforce.com, Leadership, Mutual Funds, Series 6, Call Centers, Customer Service, Life Insurance, Employee Benefits
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelor of Arts, English, History
Great-West Financial October 2014 - Present
Trust Company of America December 2012 - October 2014
Invesco Aim March 2008 - August 2009
AXA Advisors February 2007 - November 2007
Skills
401k, FINRA, Investments, Series 63, Series 7, Microsoft Excel, Salesforce.com, Leadership, Mutual Funds, Series 6, Call Centers, Customer Service, Life Insurance, Employee Benefits
Education
University of Nebraska-Lincoln 2002 — 2006
Bachelor of Arts, English, History
Chad Ropte's Trust Company of America Experience August 2000 - Present
Job QA Analyst at Trust Company of America
Industry Financial Services
Experience
Trust Company of America August 2000 - Present
Skills
Software Development, Quality Assurance, Test Planning, Software Quality..., Requirements Gathering, SDLC, Testing, Requirements Analysis, Software Documentation, SQL, Unix, Agile Methodologies, Microsoft Excel
Education
University of Nebraska at Kearney 1993 — 1998
BS, Aviation
Trust Company of America August 2000 - Present
Skills
Software Development, Quality Assurance, Test Planning, Software Quality..., Requirements Gathering, SDLC, Testing, Requirements Analysis, Software Documentation, SQL, Unix, Agile Methodologies, Microsoft Excel
Education
University of Nebraska at Kearney 1993 — 1998
BS, Aviation
Kristin Smith-Morales's Trust Company of America Experience August 2000 - November 2001
Job Communications Strategist at secondlargest retirement services provider
Industry Financial Services
Experience
Second-largest retirement services provider September 2014 - Present
JP Morgan April 2011 - September 2014
Charles Schwab November 2001 - May 2011
Trust Company of America August 2000 - November 2001
401(k) Concepts, LLC February 1999 - August 2000
Marsico Capital Management October 1997 - February 1999
Janus Capital Group September 1990 - October 1997
Skills
Retirement Planning
Education
University of Denver 1991 — 1994
Bachelor, Business Administration
Second-largest retirement services provider September 2014 - Present
JP Morgan April 2011 - September 2014
Charles Schwab November 2001 - May 2011
Trust Company of America August 2000 - November 2001
401(k) Concepts, LLC February 1999 - August 2000
Marsico Capital Management October 1997 - February 1999
Janus Capital Group September 1990 - October 1997
Skills
Retirement Planning
Education
University of Denver 1991 — 1994
Bachelor, Business Administration
Karen Natzke Sale's Trust Company of America Experience Manager - AML Enhanced Due DiligenceCharles SchwabSeptember 2014 - Present
Job Manager AML Enhanced Due Diligence at Charles Schwab
Industry Financial Services
Experience
Trust Company of America Manager - AML Enhanced Due DiligenceCharles SchwabSeptember 2014 - Present
AIM Investments 2003 - 2006
Founders Asset Management 1994 - 2003
Education
University of Colorado at Denver 1996 — 1998
Masters of Science, Finance
University of Wisconsin-Whitewater 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Oconomowoc Senior High 1984 — 1987
Diploma, College Prep
Trust Company of America Manager - AML Enhanced Due DiligenceCharles SchwabSeptember 2014 - Present
AIM Investments 2003 - 2006
Founders Asset Management 1994 - 2003
Education
University of Colorado at Denver 1996 — 1998
Masters of Science, Finance
University of Wisconsin-Whitewater 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Oconomowoc Senior High 1984 — 1987
Diploma, College Prep
Ailoan Tran's Trust Company of America Experience July 2011 - Present
Job Manager, Quality of Assurance at Trurst company of America
Industry Financial Services
Experience
Trust Company of America July 2011 - Present
Scottrade March 2010 - July 2011
Computer Research, Inc. October 2007 - March 2010
Broadridge Financial Solutions 2005 - 2007
Skills
Software Quality..., SDLC, Requirements Analysis, Agile Methodologies, Testing, Process Improvement, User Acceptance Testing, Software Documentation, Quality Assurance, Unix, SQL, Software Development, Requirements Gathering, Business Requirements, Regression Testing, Software Project..., Business Analysis, DB2, Test Planning, Databases, Integration, XML, SharePoint, Visio, Microsoft SQL Server, Scrum, Systems Analysis, PMP, Oracle, Data Warehousing, Enterprise Architecture, Analysis, Quality Center, Disaster Recovery, COBOL, Vendor Management
Education
University of Colorado at Denver
Bachelor's degree, Management Information Systems, General
Trust Company of America July 2011 - Present
Scottrade March 2010 - July 2011
Computer Research, Inc. October 2007 - March 2010
Broadridge Financial Solutions 2005 - 2007
Skills
Software Quality..., SDLC, Requirements Analysis, Agile Methodologies, Testing, Process Improvement, User Acceptance Testing, Software Documentation, Quality Assurance, Unix, SQL, Software Development, Requirements Gathering, Business Requirements, Regression Testing, Software Project..., Business Analysis, DB2, Test Planning, Databases, Integration, XML, SharePoint, Visio, Microsoft SQL Server, Scrum, Systems Analysis, PMP, Oracle, Data Warehousing, Enterprise Architecture, Analysis, Quality Center, Disaster Recovery, COBOL, Vendor Management
Education
University of Colorado at Denver
Bachelor's degree, Management Information Systems, General