Union Colony Bank
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Union Colony Bank Employees
Macdonald Financial Services December 2007 - Present
Union Colony Bank May 2000 - December 2007
First National Bank of Colorado December 1993 - May 2000
Skills
Financial Planning, 401k Rollovers, Wealth Management, Retirement Services, 529 Plans, Simple IRA, SEP, Investment Selection, Tactical Asset..., Retirement Planning, Roth IRA, Universal Life, Fixed Annuities, Managed Accounts, SMA, Retirement, Strategic Financial..., Estate Planning, Wealth Management..., IRAs, Portfolio Management, Investment Strategies, Securities, Personal Finance, Finance, Mutual Funds, Investment Advisory, Investments, Financial Services, Financial Advisory, Financial Goals, Financial Planners, Managing Accounts
Education
Colorado State University 1989 — 1993
Bachelor of Science (B.S.), Economics
Western State College 1988 — 1989
BS, Finance
U.S. Bank October 2011 - Present
U.S. Bank February 2010 - October 2011
U.S. Bank February 2006 - February 2010
Union Colony Bank 2003 - 2005
Union Colony Bank 2003 - 2005
Skills
Small Business Lending, Commercial Real Estate, Commercial Lending, Loans, Credit, Banking, Due Diligence, Commercial Mortgages, Financial Analysis, Real Estate, Risk Management, Commercial Banking, Lines Of Credit, Underwriting, Consumer Lending, Credit Analysis, Loan Origination, Construction Loans, Portfolio Management
Education
University of Northern Colorado 2001 — 2005
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Valley Bank & Trust August 2006 - Present
Union Colony Bank May 1999 - August 2006
World Savings October 1983 - May 1999
Skills
Customer Service, Public Speaking, Team Building, Team Leadership, Management, Strategic Planning, Microsoft Word, PowerPoint, Training, Leadership, Banking, Budgets, Microsoft Office, English, Windows, Outlook, Microsoft Excel, Teaching, Loans, Small Business, Credit, Research, Photoshop, Building trust and...
Education
Front Range Community College
Brighton High School
360 Mortgage Group May 2009 - Present
Union Colony Bank September 1995 - April 2008
Aims Community College June 1997 - December 2004
North Colorado Medical Center February 1991 - September 1995
Charter Hospital of Ft. Collins March 1990 - October 1990
Colorado Farm Bureau Mutual Insurance Co. March 1985 - March 1990
Skills
Recruiting, Performance Management, Employee Relations, Human Resources, Training, Leadership, Personnel Management, Management, Employee Benefits, Benefits Administration, Change Management, Program Management, Strategic Planning, Payroll, Policy, Time Management, Executive Management, Analysis, Microsoft Excel, Onboarding
Education
Michigan Technological University 1978 — 1982
BS, Bus Ad with emphasis in Personnel Admin./Industrial Relations
LA Woodworks April 2015 - Present
PointsWest Community Bank July 2011 - March 2015
Signature Bank November 2006 - July 2011
Union Colony Bank May 2003 - May 2005
Union Colony Bank August 2001 - May 2003
Union Colony Bank January 1998 - August 2001
Skills
Supervisory Experience, Employee Training, Hiring Employees, Team Leadership, Delegation, Marketing Strategy, Customer Satisfaction, Customer Engagement, Customer Retention, Building Relationships, Sales Management, Sales Operations, Budget Process, Budget Monitoring, Budget Forecasts, Credit Risk, Loans, Credit, Commercial Lending, Small Business Lending, Commercial Banking, Finance, Credit Analysis, Small Business, Strategic Financial..., Asset Based Lending, Portfolio Management, Refinance, Risk Management, SBA, FHA, Mortgage Banking, Mortgage Lending, Wealth Management, Investments, Banking, Leadership, Customer Service, Strategic Planning, Budgets, Sales
Education
University of Northern Colorado 1988 — 1996
Bachelor, Accounting
Graduate Schools of Banking - CU Boulder
Banner Health May 2015 - Present
Banner Health November 2013 - June 2015
Banner Health January 2010 - November 2013
Cornell Companies - HCF 2009 - 2010
Bank of Choice August 2004 - April 2008
Union Colony Bank February 1996 - August 2004
StarTek October 1994 - March 1995
McSpadden Ford, Inc. 1981 - 1991
Skills
PHR, Talent Acquisition, Compensation, Payroll, Employee Relations, Employee Engagement, Onboarding, Talent Management, Performance Management, Benefits Administration, Organizational..., ADP Payroll, Applicant Tracking..., Benefits Negotiation, College Recruiting, Compensation & Benefit, Conflict Resolution, Deferred Compensation, Employee Benefits, Employee Handbooks, Coaching, Employee Training, Employment Law, Executive Search, FMLA, HR Consulting, HR Policies, HRIS, Hiring, Human Resources, Internet Recruiting, Interviews, Job Descriptions, Job Fairs, Labor Relations, Leadership Development, Management, New Hire Orientations, Organizational..., Performance Appraisal, Personnel Management, Program Management, Recruiting, Resume Writing, SPHR, Screening, Sourcing, Staffing Services, Succession Planning, Training
Education
Capella University 2009 — 2010
Bachelors, Business, Human Resource Mgmt
Aims Community College 1993 — 1995
AAS, Management Human Resources
Globe High School
Diploma
Windancer Mortgage LLC 2004 - Present
Kroll Factual Data July 2013 - December 2014
Mortgage Max April 2009 - September 2014
Centennial Lending October 2012 - July 2013
Wells Fargo January 2012 - October 2012
Allonhill July 2011 - May 2012
Pueblo Bank and Trust 2007 - 2009
Colorado Community Bank 2005 - 2007
Union Colony Bank 2002 - 2004
The Bank of Cherry Creek January 2001 - December 2002
Skills
Microsoft Office, Loans, Asset Protection, Asset, Mortgage Lending, Business Development, Cash Flow Forecasting, Risk Assessment, Community Development, Construction Loans, Financial Analysis, Real Estate, Residential Homes, Credit, Commercial Lending, New Business Development, Leadership, Finance, Business Planning, Negotiation, Financial Risk, Portfolio Management, Banking, Investment Properties, Management, Loan Origination, Mortgage Banking, Strategic Financial..., Asset Management, Financial Planning, Credit Analysis, Commercial Real Estate, Analysis, Budgets, Investments, Underwriting, Due Diligence, Customer Service, Risk Management, Residential Mortgages
Education
Microsoft Training 2011 — 2011
SQL Server 2008 Transact - SQL
Microsoft Training 2011 — 2011
Maintaining a Microsoft SQL Server 2008 Database
Microsoft Training 2011 — 2011
Implementing an SQL Server 2008 R2 Database
Microsoft Training 2011 — 2011
Microsoft Office Access 2010
Colorado Mortgage Broker 2010 — 2011
Mortgage Lending
Regis University 1987 — 1988
Master of Business Administration (M.B.A.), International Marketing, 3.9
Colorado Real Estate Broker
Colorado State University
BS, Finance and Real Estate
Fairview High School
H.S. Diploma, H.S. Diploma
University of Pittsburgh
Semester at Sea
First National Bank of Omaha March 2012 - Present
First National Bank of Omaha 1985 - Present
Union Colony Bank May 2002 - June 2008
Skills
Commercial Lending, Talent Management, Credit, Cash Flow, Leadership, Loans, Consumer Lending, Mortgage Lending, Underwriting, Commercial Banking, Credit Analysis, Loan Origination, Small Business Lending, Mortgage Banking, Banking, Team Building, Retail Banking, Real Estate, Customer Service, Budgets, Portfolio Management, Credit Risk
Education
University of Michigan 1976 — 1978
MBA, Finance
Colorado College 1974 — 1976
BS, Business
Mesa State College 1972 — 1974
AA, General
Bank of Colorado May 2013 - Present
Greeley Philharmonic Board January 2010 - December 2013
New West Bank April 2007 - May 2013
Greeley Philharmonic Orchestra March 2010 - March 2013
CTAB 2006 - 2010
Union Colony Bank December 1998 - April 2007
Skills
Credit Analysis, Finance, Banking, Commercial Lending, Commercial Banking, Credit, Retail Banking, Investment Properties, Loans
Education
University of Northern Colorado 1993 — 1998
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Ranum High School 1988 — 1992
Great Western Bank January 2011 - Present
Bank of Colorado April 2008 - May 2010
Cervi Cattle Company 2002 - 2004
Union Colony Bank 1997 - 2002
Education
Colorado State University 1981 — 1983
B.S., Agriculture
Northeastern Junior College 1979 — 1981
A.A., Agriculture
Ascent CFO Solutions October 2014 - Present
Independent Contractor June 2014 - Present
Non-Corporate Life Experiences April 2013 - June 2014
CenturyLink, Corporate Real Estate & Fleet June 2012 - April 2013
CenturyLink (formerly Qwest Communications) June 2008 - May 2012
New Frontier Bank 2005 - 2008
Union Colony Bank 2004 - 2005
Education
University of Colorado at Denver 2009 — 2012
Master of Business Administration (MBA)
University of Northern Colorado 2004 — 2007
Business Administration
Cardinal Community Academy July 2000 - Present
Union Colony Bank September 1998 - July 2000
Education
University of Northern Colorado 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General