WealthTouch, Inc.
WealthTouch, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WealthTouch, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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WealthTouch, Inc. Employees
Archway Technology Partners, LLC 2015 - Present
N2 PHYSICAL THERAPY September 2012 - April 2014
WealthTouch, Inc. 2014 - 2014
ABCO Contracting April 2010 - March 2011
Denver Residential Renovations January 2010 - November 2010
Saunders Construction June 2009 - August 2009
ISEC, Inc. May 2007 - August 2007
Skills
Office Management, Medical Billing, Project Engineering, Social Skills, Project Management, Customer Support, Account Management, Creative Direction, Marketing, Leadership, Training, Social Networking
Education
Colorado State University 2005 — 2009
Bachelor of Science (B.S.)
WealthTouch, Inc. August 2012 - Present
WealthTouch, Inc. May 2003 - Present
Skills
Process Improvement, Financial Reporting, Accounting, Financial Analysis, Budgets, Payroll, General Ledger, Customer Service, Analysis, Forecasting
Education
University of Denver 2000 — 2004
BS, Accounting
Archway Technology Partners January 2015 - Present
WealthTouch, Inc. August 2014 - December 2014
Daniels College of Business June 2014 - August 2014
Daniels College of Business January 2014 - June 2014
Daniels Consulting Firm February 2014 - March 2014
Accenture June 2013 - August 2013
Employment Legal Clinic of CUPL February 2011 - June 2011
Dispatched Court of Yanshan Basic People’s Court July 2010 - August 2010
Skills
Research, Financial Accounting, Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Auditing, Translation, Certified International..., Chinese-English..., consulting, VBA, Photoshop, Time Management, Training, Analysis, Consulting, Data Analysis, Finance, PowerPoint, Leadership, Public Speaking
Education
University of Denver - Daniels College of Business 2012 — 2014
MS Finance, Finance, 3.93/4.00
China University of Political Science and Law 2008 — 2012
Bachelor of Laws, Law, 3.78/4.00
Trofi Security February 2015 - Present
CST Strategic Advisors July 2012 - January 2015
PaySimple September 2011 - July 2012
WealthTouch, Inc. December 2009 - September 2011
Humanflow, LLC December 2007 - December 2009
Mercury Companies, Inc. November 2006 - December 2007
Mercury Transaction Services, Inc. April 2004 - November 2006
Mercury Companies, Inc. January 2003 - April 2004
Winfield Allen 2001 - 2003
PacerCATS 1998 - 2000
Skills
Cloud Computing, IT Strategy, SDLC, Agile Methodologies, Vendor Management, SaaS, Data Center, Enterprise Architecture, Outsourcing, Virtualization, .NET, Leadership, Business Process..., Governance, Portfolio Management, Web 2.0, Social Media, International Operations, Architecture, Information Security..., Compliance, Business Continuity, Strategy, Disaster Recovery, OWASP, Information Security, Management, Business Analysis, Change Management, Security, ITIL, Start-ups, Business Process, Program Management, Software Development, Consulting, Information Technology, Business Development, Architectures, Executive Management
Education
University of Colorado Denver 2003 — 2005
MBA, Business
University of Connecticut 1988 — 1993
BSEE, Electrical Engineering
CISM Exam Prep
WealthTouch, Inc. March 2009 - September 2014
The Sonnenalp Resort of Vail September 2003 - May 2007
Cree February 2000 - January 2002
Hitachi Electronic Devices December 1997 - February 2000
Skills
Financial Analysis, Investments, Business Analysis, Marketing, Management, Financial Modeling, Forecasting Models, Valuation, Portfolio Management, Excel, Statistical Data..., Process Engineering, Microsoft SQL Server, Data Quality, Software Quality...
Education
University of Colorado at Denver 2008 — 2011
Master of Science, Finance
North Carolina State University 1992 — 1997
Bachelor of Science, Chemical Engineering
Cheddar Up October 2012 - Present
KPMG US 2011 - 2014
WealthTouch, Inc. 2010 - 2013
EquaTerra 2005 - 2010
Accenture 2003 - 2005
Accenture 2000 - 2002
Skills
Management, Customer Service, Strategy, Program Management, Mergers & Acquisitions, Marketing Strategy, Microsoft Office, Business Strategy, Microsoft Excel, Start-ups, Strategic Planning, PowerPoint, Marketing, Microsoft Word, Business Analysis, Market Research, Account Management, Leadership, Business Development, New Business Development, Social Media Marketing
Education
Drake University
Business
Universidad de Granada
Spanish Language and Literature
Deloitte June 2015 - Present
Archway Technology Partners February 2015 - June 2015
Deloitte October 2013 - February 2015
WealthTouch, Inc. April 2011 - October 2013
WealthTouch, Inc. January 2008 - April 2011
Skills
Financial Modeling, Investments, Process Improvement, Valuation, Financial Analysis, Microsoft Office, Project Management, Budgets, Business Analysis, Microsoft Excel, Strategic Planning, Finance, Data Analysis, Financial Reporting, Strategy, Consulting, Policy Analysis, Research
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2012 — 2013
Master of Public Administration (M.P.A.), Public Administration
University of Denver 2004 — 2007
Bachelor of Science (B.S.), International Business
Catalyst Partners LLC September 2013 - Present
Iron Gate Capital August 2013 - Present
Young Presidents' Organization 2012 - Present
WealthTouch Inc January 2008 - Present
WealthTouch, Inc. January 2008 - February 2013
Accenture 1997 - 2004
Skills
Strategic Planning, Mergers & Acquisitions, Strategy, Start-ups, Investments, Business Strategy, Private Equity, Executive Management, Mergers, Team Leadership, SaaS, Entrepreneurship, Portfolio Management, Management Consulting
Education
IMD Business School 1996 — 1996
Archway Technology Partners June 2014 - Present
WealthTouch, Inc. February 2014 - Present
WealthTouch, Inc. July 2012 - Present
The Vue November 2008 - May 2012
The Medical Group October 2006 - November 2008
Neighborhood Network Inc August 2005 - May 2006
Skills
Microsoft Office, Microsoft Word, Nonprofits, Microsoft Excel, Strategic Planning, Process Improvement, Leadership, Social Media, Event Planning, Management, Data Analysis, Account Management, Accounts Payable, Outlook, Program Management, Budgets, Social Media Marketing
Education
Union University 2001 — 2005
BS, Psychology & Human Studies
Central Palm Beach County Chamber of Commerce June 2015 - Present
SpineOne August 2014 - Present
SpineOne June 2013 - August 2014
WealthTouch, Inc. November 2010 - June 2013
Full Sail University August 2009 - April 2010
The Mar-a-Lago Club December 2007 - May 2009
Skills
Microsoft Office, Marketing, Customer Service, Microsoft Excel, Event Planning, PowerPoint, Social Media, Event Management, Microsoft Word, Public Relations, Public Speaking, Time Management, Budgets, New Business Development, Social Networking, Outlook, Social Media Marketing, Community Outreach, Editing, Leadership, Sales
Education
Palm Beach Atlantic University 2005 — 2009
Bachelor of Arts (B.A.), Communication Studies; Marketing
ChartIQ December 2014 - Present
WealthTouch, Inc. December 2012 - December 2014
WealthTouch, Inc. April 2008 - December 2012
WealthTouch, Inc. February 2007 - April 2008
Skills
Investments, Process Improvement, Business Analysis, Finance, Business Strategy, Sales, Project Management, Program Management, Strategy, Leadership, Product Management, Management, Business Development, New Business Development, Salesforce.com, Strategic Planning, Strategic Partnerships
Education
Messiah College
Bachelor of Science (BS), Business Administration and Management
International Business Institute 2005 — 2005
International Business, Economics, Finance, Marketing
Envestnet Asset Management November 2011 - Present
WealthTouch, Inc. June 2009 - June 2011
WealthTouch, Inc. March 2008 - June 2009
Aurora Loan Services September 2005 - January 2008
Aurora Loan Services January 2005 - September 2005
Skills
Project Management, Customer Service, Process Scheduler, Process Improvement, Microsoft Office, Analysis, Software Documentation, Community Outreach, Training, Management, Problem Solving
Education
Southern Methodist University 2002 — 2004
BA, Political Science
Workiva March 2013 - Present
eBags July 2012 - February 2013
WealthTouch, Inc. March 2012 - July 2012
Archstone April 1999 - November 2011
Skills
MRI Real Estate..., Microsoft Office, Microsoft Visual Studio..., SQL, SharePoint, Rally, Scrum, Microsoft Windows 7, Microsoft Test Manager..., Microsoft Team..., Oracle, Certified Scrum Master, Host Profiles Management, Scale Out Server, Fiddler, IIS, WinSCP, BrowserStack, Selenium Testing, Testing, Databases, Integration, Test Cases, Agile Methodologies, Microsoft SQL Server, Regression Testing, SDLC, Web Applications, Manual Testing, HTML, Windows, Troubleshooting, Requirements Analysis, Analysis, User Acceptance Testing
Education
Metropolitan State College of Denver 2003 — 2007
Bachelor of Science, Criminal Justice
Perella Weinberg Partners July 2014 - Present
Children's Hospital Colorado August 2013 - Present
WealthTouch, Inc. December 2013 - July 2014
WealthTouch, Inc. March 2012 - December 2013
WealthTouch, Inc. September 2011 - March 2012
Wake Forest University January 2011 - May 2011
Children's Specialized Hospital June 2010 - August 2010
Overlook Hospital December 2008 - December 2008
Chubb May 2008 - August 2008
Skills
Customer Service, SharePoint, Time Management, Microsoft Excel, Data Analysis, Microsoft Word, Operations Management, Management, PowerPoint
Education
Wake Forest University 2007 — 2011
BS, Health and Exercise Science
Emily Griffith Technical College 2011 — 2011
Nurse Aide Certificate
Danish Institute for Study Abroad 2009 — 2009
Medical Practice & Policy
Geneva Centre for the Democratic Control of Armed Forces June 2015 - Present
WealthTouch, Inc. October 2011 - June 2015
Office of Emergency Management January 2012 - December 2012
University of Denver June 2011 - August 2011
Japan America Society of Colorado March 2010 - September 2010
Skills
Microsoft Excel, Investments, Microsoft Office, Event Management, Customer Service, Financial Modeling, Microsoft Word, Research, Data Analysis, Event Planning, Emergency Management, International Relations, Public Outreach, Public Speaking, Social Media, PowerPoint, Leadership
Education
University of Denver - Josef Korbel School of International Studies 2014 — 2016
Master's Degree, International Security, 3.9
Graduate Institute of International and Development Studies 2015 — 2015
University of Denver 2007 — 2011
Bachelor's Degree, International Studies, 3.82
関西外国語大学 / Kansai Gaidai University 2009 — 2009
Japanese, 4.0
RTD March 2013 - Present
Sogeti March 2012 - March 2013
WealthTouch, Inc. June 2010 - March 2012
Lender Processing Services, Inc. (LPS) - Fidelity June 2009 - May 2010
Sogeti August 2008 - June 2009
Mercury Companies March 2007 - August 2008
First Horizon Merchant Services February 2006 - March 2007
Skills
Agile Methodologies, Business Analysis, Program Management, Release Management, Technical Writing, Waterfall, Project Management, SDLC, Requirements Analysis, Visio, SharePoint, ITIL, MS Project, Quality Assurance, Requirements Gathering, PMO, Scrum, Change Management, Business Process, Testing, Software Documentation, Management, Software Project..., Analysis, IT Strategy, Leadership, Governance, Business Intelligence, Process Improvement, Test Planning, Start-ups, Project Delivery, Agile Project Management, Team Leadership, Product Management, TFS, User Acceptance Testing, Project Planning, Business Process..., Business Requirements, Disaster Recovery, Software Development, Vendor Management, Cross-functional Team..., PMP, Integration, IT Management, Project Portfolio..., Databases, Training
Education
Metropolitan State University of Denver 2001 — 2005
English, Writing, Political Science, Teaching, Journalism
Vivax Pros- House Painting, Roofing and Solar Installation August 2015 - Present
ServiceSource April 2014 - May 2015
WealthTouch, Inc. August 2012 - April 2014
Youth for Christ USA September 2011 - August 2012
Anthropologie October 2010 - July 2011
Spire 2 Communications May 2010 - August 2010
Wheaton College May 2008 - August 2009
Wheaton College January 2009 - July 2009
Skills
Event Planning, Public Speaking, Editing, Public Relations, Marketing, Microsoft Office, Copywriting, Fundraising, Copy Editing, Promotions, Sales, Brand Ambassadorship, Troubleshooting, Administrative Work, CRM, Salesforce.com, Cornerstone, Account Management, Inside Sales
Education
Wheaton College
B.A, Communication, Interpersonal Concentration
Gordon College
Communication
Aimco Apartment Homes July 2015 - Present
Water 2 Wine - Denver 2012 - Present
IQNavigator March 2013 - July 2015
WealthTouch, Inc. July 2010 - March 2013
VisualCube, Inc. June 2008 - September 2009
Skills
Financial Modeling, Microsoft Excel, Business Analysis, Process Improvement, SQL, Business Intelligence, Financial Analysis, Customer Service, Data Analysis, Software Documentation, Analysis, Program Management, Project Management, Visio, Vendor Management, Team Leadership
Education
University of Colorado at Denver 2009 — 2012
MBA, Finance
Wichita State University 2004 — 2007
BS, Information Systems
LinkedIn January 2015 - Present
LinkedIn January 2014 - December 2014
OwnerAide, Inc. May 2014 - November 2014
LinkedIn June 2013 - December 2013
LinkedIn July 2012 - May 2013
LinkedIn April 2011 - July 2012
WealthTouch, Inc. November 2010 - March 2011
Informa Investment Solutions September 2006 - November 2010
Advent Software, Inc. January 2002 - September 2006
GreenTrak, Inc. February 1998 - January 2002
Skills
LinkedIn, Social Selling, Account Management, SaaS, Strategy, Social Media, New Business Development, Start-ups, Product Management, Management, Salesforce.com, Networking, Cross-functional Team..., Entrepreneurship, Sales, Social Media Marketing, Sales Management, Business Strategy, Business Development, Lead Generation, Leadership, Social Networking, Competitive Analysis, Product Development, Cloud Computing, Direct Sales, Sales Process, Enterprise Software, Solution Selling, Program Management, Strategic Partnerships, E-commerce, Digital Marketing, Strategic Thinking, Marketing, Consulting, Outsourcing, Analytics, Board Games, Content Marketing, Solutions Development, Product Strategy, Digital Strategy, CRM
Education
Boston University 1989 — 1993
BA, Philosophy
John Jay High School 1986 — 1989
High School
American School in London 1984 — 1986
High School
Brown Brothers Harriman June 2013 - Present
WealthTouch, Inc. August 2011 - May 2013
Thomson Reuters October 2007 - August 2011
Lipper April 2002 - October 2007
Skills
Financial Services, Project Management, CRM, Management, Mutual Funds, Strategy, Investments, Competitive Analysis, Process Improvement, Vendor Management, Leadership, Program Management, Financial Markets, Training, Contract Negotiation, Customer Retention, Analysis, Forecasting, Sales Operations, Customer Satisfaction, Product Management, Account Management, Business Strategy, Salesforce.com, Business Development, Relationship Management, Customer Experience, Analytics, Sales, SaaS
Education
University of Colorado at Denver 2007 — 2011
MBA
Colorado State University-Pueblo 1994 — 1998
BSBA, Business Management
Azur Commercial Capital September 2014 - Present
SMU Cox School of Business--MBA Business Leadership Center July 2013 - Present
Red Mountain Resouces May 2014 - September 2014
WealthTouch, Inc. May 2012 - May 2013
Lender Processing Service Inc January 2011 - May 2012
First State Bank January 2008 - August 2009
N & H Farms May 2002 - August 2006
Skills
Retirement Planning, Annuities, Retirement, Insurance Planning, IRA's, Wealth Accumulation, Disability Insurance, Roth IRA, Annuity, 529 Plans, Fixed Annuities, Rollovers, Financial Planners, IRAs, Banking, Asset Management, Portfolio Management, Finance, Investments
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master's degree, Business Administration and Management, General
University of Arkansas, Sam M. Walton College of 2006 — 2010
Bachelor of Science, Business Administration; Financial Investments and Management
University of Arkansas, Sam M. Walton College of Business 2006 — 2010
Bachelor of Science, Business Administration; Financial Investments and Management
Experian Interactive August 2012 - Present
SQL Analytics September 2011 - August 2012
WealthTouch, Inc. September 2011 - August 2012
Cricket Communications September 2008 - September 2011
Denver SQL Server Users Group March 2007 - January 2009
Datavail Corp. January 2008 - August 2008
StrataVia June 2005 - December 2007
DS Associates June 1993 - June 2004
Asset Management Group September 1986 - November 1992
The Anschutz Corporation February 1982 - September 1986
Skills
Powershell, SQL Server, Databases, SQL, T-SQL, C#, ASP.NET, XML, Visual Studio, Architecture, Administration, HTML, CSS, Web Services, jQuery, ADO.NET, Windows, SSRS, .NET, MySQL, Production, PL/SQL, TFS, Programming, Software Development, SSIS, sql, Microsoft SQL Server, Agile Methodologies, Scrum, Database Design
Education
MySQL for Database Administrators 2007 — 2007
Certificate, MySQL Data Base Administration
New Mexico State University 1976 — 1977
Computer Science
Ventura Community Junior College 1971 — 1973
Computer Science
Credere Group July 2015 - Present
Blue Pearl Holdings March 2015 - Present
ECSTeam November 2013 - March 2015
Welltok, Inc. August 2014 - January 2015
Charter Communications February 2013 - November 2013
Arrow Electronics August 2012 - January 2013
WealthTouch, Inc. February 2012 - August 2012
Janus Capital Group October 2007 - February 2012
Little Drummer LLC February 2004 - February 2012
Visa May 2007 - October 2007
Skills
SDLC, Visio, Business Analysis, Business Process, Software Documentation, Business Requirements, Process Improvement, Integration, MS Project, Project Management, SharePoint, Vendor Management, PMO, Requirements Gathering, Requirements Analysis, Strategy, Program Management, SaaS, Agile Methodologies, Business Process..., Microsoft Office, Mobile Applications, Use Case Analysis, Quality Assurance, Financial Services, HTML, Strategic Planning, Strategic Partnerships, Axure, Business Case, Concur, Functional..., Mobile Strategy, Mutual Funds, Pyxis, Requirements Management, Requirements..., RUP, Test Cases, Use Case Diagrams, Wireframes, Storyboarding, Yammer, OneNote, Analysis, Testing, Cognos, SQL Queries, Microsoft Project
Education
University of Colorado Denver 1997 — 2000
Masters, Business Administration
Colorado State University 1990 — 1992
BA, Economics
Boulder High School 1984 — 1987
CIGNA Healthcare April 2013 - Present
WealthTouch, Inc. April 2012 - April 2013
ProfitStreams August 2011 - April 2012
Reed Group April 2007 - August 2011
TrueLogic Financial June 2003 - April 2007
NAREX November 2000 - June 2003
Skills
Business Analysis, Software Project..., Process Improvement, MS Project, Requirements Analysis, Program Management, PMP, Software Development, Microsoft SQL Server, Visio, Quality Assurance, SQL, Data Warehousing, Team Leadership, Project Management, XML, Business Intelligence, Project Planning, Scrum, Agile Project Management, Agile & Waterfall..., Software Quality..., Integration, Software Documentation, SSIS, Databases, Testing, SharePoint, T-SQL, TFS, Database Design, PMO, Requirements Gathering, Business Process, Vendor Management, IT Strategy, SSRS, Resource Management, ETL, Project Delivery
Education
University of Florida
BA
Lihera LLC March 2010 - Present
WealthTouch, Inc 2008 - March 2010
WealthTouch, Inc. 2001 - 2007
myCFO January 2000 - April 2001
Digital Partner 1997 - 1999
VHB August 1994 - September 1997
Skills
IT Strategy, Start-ups, Web Applications, Family Office, Financial Reporting, Executive Management, Business Analysis, Integration, Software Development, SaaS, Business Strategy, SQL, Strategy, Management, Project Planning, Leadership, Consulting, Cloud Computing, Mergers & Acquisitions, Product Management, Entrepreneurship, Business Intelligence, Management Consulting, Enterprise Software, Strategic Partnerships, Program Management, Business Process..., E-commerce, Vendor Management, Outsourcing, Business Process
Education
Penn State University 1990 — 1994
BS, Engineering
Edison High School 1985 — 1990
Mansfield Oil Company July 2013 - September 2014
WealthTouch, Inc. August 2011 - July 2013
Skills
Finance, Accounting, Microsoft Excel, SharePoint, Investments, Account Reconciliation, Portfolio Management, Mutual Funds, Financial Analysis, Financial Modeling, Invoicing, GAAP, Securities, Financial Reporting, Corporate Finance, Analysis
Education
University of Mississippi 2007 — 2011
Bachelor of Business Administration (BBA), Managerial Finance
CenturyLink July 2014 - Present
Red Rocks Community College October 2010 - July 2014
WealthTouch, Inc. March 2009 - January 2011
Skills
Windows, System Administration, Troubleshooting, Help Desk Support, Technical Support, Computer Hardware, Spiceworks, Programming, Shell Scripting, Python, SCCM, Powershell, Linux KVM, Orchestration, System Automation, AutoIt, OpenStack, LibVirt, Cloud Computing, Cloud Applications, Private Cloud
Education
Red Rocks Community College 2011 — 2013
AAS, Oracle Database Administrator
Red Rocks Community College 2009 — 2010
AAS, Cisco Certified Network Associate
Red Rocks Community College 2007 — 2010
AAS, Desktop Support Techician
Standard & Poor's July 2015 - Present
Archway Technology Partners, LLC (Formerly WealthTouch, Inc.) June 2013 - July 2015
WealthTouch, Inc. July 2012 - June 2013
TCF Bank February 2012 - July 2012
U.S. Bank November 2010 - January 2012
Northwestern Bank August 2007 - October 2010
Skills
Customer Service, Risk Management, Finance, Enrollment Management, Leadership, Management, Strategic Planning, Team Leadership, PowerPoint, Time Management, Outlook, Microsoft Word, Employee Training
Education
Minnesota State Community and Technical College 2008 — 2010
Associate's Degree
Private Wealth Systems, Inc. December 2014 - Present
WealthTouch, Inc. September 2013 - December 2014
WealthTouch, Inc. February 2010 - September 2013
Charles River Development July 2008 - February 2010
Scivantage, Inc. February 2005 - July 2008
Thomson Reuters March 2001 - February 2005
Arthur Andersen January 2000 - December 2001
Legg Mason January 1997 - December 1999
Skills
Sales Management, Private Banking, Private Equity, SaaS, Financial Technology, Financial Turnarounds, New Business Development, Emerging Technologies, Software Sales, Startup Consulting, Consultative Selling, Executive Management, Business Strategy, Negotiation, Portfolio Management, Managed Accounts, SMA, Wealth Management, Trading Systems, Start-ups, Strategy Development, Compliance, Entrepreneurship, Start-up Ventures, Venture Capital, Direct Sales, Team Leadership, Strategic Leadership, International Sales, RIAs, Managing Accounts, Strategy, Selling, Mergers & Acquisitions, Software Industry, Turn Around Management, Financial Services, Hedge Funds, Leadership, Fixed Income, Equities, Trading, Investments, Asset Management, Securities, Alternative Investments, Sales Process, Management, Finance, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1998
Masters in Finance, Finance
Bentley University 1989 — 1992
BS, Finance
Darien High School 1984 — 1987
WealthTouch, Inc. December 2012 - Present
Fidelity June 2006 - December 2012
Investors Bank & Trust 2001 - 2006
Liberty Funds Group 2000 - 2001
Lipper, A Thomson Reuters Company 1997 - 2000
Skills
Mutual Funds, Performance Attribution, Asset Management, Alternative Investments, Equities, Securities, Investments, Fixed Income, Bloomberg, Investment Management, ETFs, Financial Markets, Financial Services, Hedge Funds
Education
Trinity College-Hartford 1993 — 1997
Bachelor of Science (BSc), Economics
Trinity College-Hartford 1993 — 1997
BA, Economics
IQNavigator August 2014 - Present
CST Strategic Advisors May 2012 - January 2015
Absio Corporation September 2013 - July 2014
PaySimple December 2011 - March 2013
WealthTouch, Inc. February 2010 - November 2011
LPS Asset Management March 2009 - September 2009
Mercury Companies May 2005 - October 2008
NT Manage July 1998 - October 2003
Lucent Professional Services Organization January 1996 - April 1998
Interactive Business Systems, Inc 1996 - 1998
Skills
Management, IT Strategy, Leadership, Process Improvement, Information Security, Cross-functional Team..., Disaster Recovery, Virtualization, Data Center, Vendor Management, Solution Architecture, IT Management, VMware Infrastructure, Enterprise Architecture, Microsoft Technologies, IT Infrastructure..., ITIL, Networking, Information Technology, Microsoft Exchange, Enterprise Software, System Deployment, Cloud Computing, Integration, IT Operations, Servers, Mergers, jQuery, Project Management, Cisco Technologies, Program Management, Hardware, Mergers & Acquisitions, Microsoft SQL Server, Software Documentation, Windows Server, Infrastructure, High Availability, Citrix, Storage, Business Continuity, Network Security, SaaS, Technical Support, IT Security Operations, Product Management, SDLC, Security, Consulting
Education
Orange Coast College
The Portrait Group, LLC 2014 - Present
WealthTouch, Inc. 2008 - 2013
Private Client Resources, LLC 2004 - 2007
Calypso Holdings/Maximum Impact Partners 1996 - 2004
Nuveen Investments 1994 - 1996
Skills
Investments, Hedge Funds, Portfolio Management, Mutual Funds, Start-ups, Private Equity, Alternative Investments, Wealth Management, Equities, Asset Management, Executive Management, Financial Services
Education
Northwestern University 1980 — 1984
Economics
Risclarity Portfolio Reporting January 2010 - Present
The Rocky Mountain Experience January 2012 - Present
Enchanted Road Productions January 2010 - Present
Azertion Movement for Cultural Understanding January 2011 - Present
StokTrib LLC December 2010 - November 2012
The Alliance Security Council January 2011 - October 2011
The Family Wealth Alliance October 2010 - October 2011
WealthTouch, Inc. January 2008 - December 2009
WealthTouch Inc. October 2001 - December 2007
myCFO 1999 - 2001
Skills
Mergers, Investments, Start-ups, Portfolio Management, Private Equity, Television Producing, Microsoft SQL Server, Storytelling, Entrepreneurship, Financial Modeling, Mergers & Acquisitions, Family Office, Business Analysis, Leadership, Strategic Financial..., Executive Management, Wealth Management, Consulting, Public Relations
Education
The George Washington University 1994 — 1997
MS, Management Information Systems
Penn State University 1990 — 1994
BS, Finance
WealthTouch, Inc. November 2009 - Present
Colorado Film School September 2005 - June 2008
Education
Community College of Aurora 2005 — 2008
Carlson June 2011 - Present
WealthTouch, Inc. 2009 - 2011
MBH Enterprises 2008 - 2009
Colorado Office of International Trade 2008 - 2008
Skills
Financial Modeling, Financial planning and..., Financial reporting, Financial Reporting, Finance, Strategic Planning, Strategic Financial..., Financial Analysis, Corporate Finance, Business Analysis
Education
University of Denver - Daniels College of Business 2008 — 2009
MS, Finance
University of Denver 2004 — 2008
BA, International Studies, Economics
Beijing Foreign Studies University 2006 — 2006
Chinese
World Thirst November 2014 - Present
Sozo February 2013 - Present
Innovative Water Technologies March 2010 - October 2014
Warm Blankets Orphan Care International March 2012 - January 2013
American Adventure Expeditions May 2011 - August 2012
WealthTouch, Inc. August 2009 - March 2010
Campus Clean Up 2003 - 2010
Nordstrom 2005 - 2008
Skills
Nonprofits, Public Speaking, Leadership, Microfinance, Developing Countries, Fundraising, Community Outreach, Sales, Venture Philanthropy, Water, Potable Water Treatment, Social Media Marketing, Customer Service, Event Management, Social Media, Spanish, Marketing, Strategic Planning, Volunteer Management, Social Entrepreneurship, Technology Integration, Humanitarian, Sustainability, Social Innovation, Water Treatment, NGOs, Drinking Water, Drinking Water Quality, International NGOs, Water Quality, Child Advocacy, Disaster Response, Environmental Awareness, Sustainable Design, Missions, Public Health, Emergency Management
Education
Point Loma Nazarene University 2004 — 2008
BS, Entrepreneurial Finance
Financial Profiles, Inc. May 2013 - May 2014
University of Southern California August 2011 - May 2013
Citigate Dewe Rogerson June 2012 - July 2012
ExportToChina.com May 2012 - July 2012
Joe DioGuardi For US Senate 2010 September 2010 - November 2010
WealthTouch, Inc. July 2009 - September 2010
John McCain 2008 August 2008 - November 2008
Organization for Inernational Investmen May 2007 - August 2007
Skills
International Relations, Strategic Communications, Public Relations, Research, Economics, Social Media, Media Relations, Strategic Planning, Business Strategy, Financial Analysis, Data Analysis, Microsoft Excel, Public Speaking, Microsoft Office, Spanish, Market Research
Education
University of Southern California 2011 — 2013
Colorado College 2004 — 2008
Bachelor of Arts, History/Political Science
Brunswick School 1990 — 2004
WealthTouch, Inc. March 2011 - Present
WealthTouch April 2009 - February 2011
DIRECTV June 2008 - August 2008
Skills
Chinese, Bloomberg, Financial Modeling, Valuation, Process Improvement, Alternative Investments, Microsoft Office, Microsoft Excel, Performance Management, Performance Analysis, Software Quality..., Data Quality Assurance, Portfolio Management, Investment Portfolio, Operations Management, System Testing, Investment Performance, Accounting
Education
University of Denver - Daniels College of Business 2007 — 2009
Master of Science in Finance, Finance
Lanzhou University 2002 — 2006
Bachelor of Economics, International Business
Molson Coors September 2014 - Present
Kaplan November 2009 - Present
Grant Thornton January 2007 - June 2009
WealthTouch, Inc. August 2004 - July 2005
Education
University of Denver 2006 — 2006
Master of Taxation, Taxation
University of Denver - Daniels College of Business 2000 — 2004
Bachelor of Science in Accounting, Accounting
Balderes LLC January 2015 - Present
WealthTouch, Inc. April 2001 - December 2014
Zebra Environmental Corp. 1999 - 2001
Zebra Environmental Corp. 1996 - 1999
Skills
Software Development, Databases, SDLC, Web Applications, Agile Methodologies, C#, JavaScript, SQL, Business Analysis, Enterprise Architecture, MEAN stack, Microsft .NET stack, SSRS, SSIS, ASP, TFS, XML, CSS, ASP.NET, .NET, IIS, Requirements Analysis, jQuery, Database Design, ETL, Visual Studio
Education
Penn State University 1990 — 1995
Bachelor of Science
Hofstra University 1999 — 2000
Certificate (Graduate Level)
KJE&S Publications May 2015 - Present
Archway Technology Partners, LLC November 2014 - April 2015
WealthTouch, Inc. July 2010 - April 2015
WealthTouch, Inc. July 2005 - April 2015
WealthTouch, Inc. June 2003 - September 2004
Skills
Portfolio Management, Investments, Process Improvement, Business Analysis, Mutual Funds, Management, Finance, SDLC, CRM, Banking, Business Development, Alternative Investments, Strategy, Financial Services, Accounting, Financial Analysis, Business Strategy, Strategic Planning
Education
South Dakota State University
Bachelor of Science (B.S.), Economics with Concentration in Business Administration
Universidad de Academia Campensina
University of New Orleans
EDUCAUSE October 2009 - Present
WealthTouch, Inc. February 2006 - October 2009
Alva Learning Systems 2003 - 2006
University of Colorado Foundation 2000 - 2003
ChoiceHealth, Inc. May 1988 - January 2000
Skills
System Administration, Disaster Recovery, Microsoft Office, Information Technology, Information Security..., Strategic Planning, Sonicwall, VMware, Active Directory, Network Security, Security, Networking, Computer Security, Telecommunications..., Enterprise Architecture, Virtualization, Project Management, Technical Staff..., Firewalls, Leadership, Management, Program Management
Education
Regis University
MS-CIT, Masters Networking and IT Management
University of Colorado Boulder
BA, English, History, Education
Absio August 2014 - Present
WealthTouch, Inc. February 2013 - April 2014
Big Rock Advisors, LLC 2003 - 2014
MDserve.com 1999 - 2002
George K. Baum & Company 1998 - 1999
BACE Industries, LLC 1995 - 1998
The Blackfox Group 1993 - 1995
Holme Roberts & Owen, LLP 1991 - 1993
Skills
Due Diligence, Valuation, Private Equity, Mergers, Venture Capital, Corporate Finance, Financial Modeling, Financial Analysis, Portfolio Management, Business Strategy, Strategic Planning, Financial Reporting, Business Process..., Risk Management, SEC filings, Executive Management, Mergers & Acquisitions, Finance, Investment Banking, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1991
MBA, Finance
University of Michigan Law School 1987 — 1991
Doctor of Law (JD), Cum Laude
University of Michigan 1983 — 1987
BA, Economics, With Distinction
Curian Capital August 2014 - Present
WealthTouch, Inc. June 2012 - May 2014
Lipper, A Thomson Reuters Company May 2002 - June 2010
Lipper, A Thomson Reuters Company October 2000 - May 2002
Lipper, A Thomson Reuters Company September 1999 - October 2000
Skills
Account Management, Sales Support, Product Support, Mutual Funds, Customer Relations, ETFs, Negotiation, Customer Satisfaction, Customer Service, Liaison, Customer Support, Process Improvement, Sales, Vendor Management, Sales Operations, Selling, Financial Services, CRM, Project Management, Analysis, Management, Equities, Business Analysis
Education
San Diego State University-California State University 1988 — 1991
Bachelor of Arts (B.A.), International Business
Whole9 Properties LLC April 2013 - Present
WealthTouch, Inc. July 2012 - January 2013
WealthTouch, Inc. October 2010 - June 2012
Clean Coal Briquette Incorporated March 2010 - November 2010
UBS August 2007 - September 2008
Skills
Business Development, Investments, Financial Modeling, Microsoft Excel, Financial Analysis, Project Management, Strategic Planning, Valuation, Management, Leadership
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2015 — 2016
Master’s Degree, Real Estate Development
American International College 2007 — 2009
MBA, International Business Administration
Emory University 2003 — 2007
B.S., Economics; Philosophy
Zayo Group September 2014 - Present
Level 3 Communications September 2013 - September 2014
WealthTouch, Inc. November 2012 - September 2013
Lender Processing Services, Inc. (LPS) October 2011 - June 2012
CoBiz Financial Inc. July 2007 - March 2011
Wells Fargo June 2004 - May 2007
Skills
Banking, Team Building, Time Management, Prioritize Workload, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, 10 Key, Data Entry, Internet Explorer, PowerPoint, Customer Service, Customer Oriented, Goal Oriented, Teamwork, Team-oriented, Multi Tasking, Bilingual, Project Management, Process Scheduler, Training, Team Leadership, Process Improvement, Management, Leadership, Supervisory Skills, Customer Satisfaction, Finance, Accounting, Budgets, Business Analysis, Credit, Customer Retention, Employee Training, Invoicing, Policy, Troubleshooting
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BSc), Human Resource Management
California State University of Stanislaus 2006 — 2007
Undergraduate
Merced Community Junior College 2003 — 2006
General Education
Merced High School 1999 — 2003
HS Diploma
Towers Watson May 2014 - October 2014
Hosting September 2013 - April 2014
WealthTouch, Inc. January 2012 - August 2013
Quark March 2011 - October 2011
Fastaff Travel Nursing August 2010 - February 2011
eCollege March 2009 - July 2010
ProCard (TSYS I-Solutions) January 2001 - July 2008
SilverPlume June 1992 - December 2000
Skills
ASP.NET, C#, Microsoft SQL Server, Web Services, Agile Methodologies, Software Development, TFS, WCF, Databases, LINQ, JavaScript, ASP.NET MVC, Web Applications, jQuery, MVC
Education
University of New Hampshire
B.A, Psychology/Economics