WealthTouch, Inc.

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WealthTouch, Inc. Employees

Employee
Years
Job
Industry
Alison Harris Alison Harris Denver, Colorado Details
Alison Harris's WealthTouch, Inc. Experience 2014 - 2014
Job Owner of Pear Tree Rentals: Creatively Hip Linens, Investment Operations Analyst I at Archway Technology Partners, LLC
Industry Events Services
Experience
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.)

Eileen Webster-Babcock Eileen Webster-Babcock Greater Denver Area Details
Eileen Webster-Babcock's WealthTouch, Inc. Experience August 2012 - Present
Job Director of Financial Administration at WealthTouch, Inc.
Industry Financial Services
Experience
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

Xiaoqin (Jean) Huang Xiaoqin (Jean) Huang Denver, Colorado Details
Xiaoqin (Jean) Huang's WealthTouch, Inc. Experience August 2014 - December 2014
Job Portfolio Reconciliation Analyst at Archway Technology Partners
Industry Financial Services
Experience
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

Rod Saunders Rod Saunders Denver, Colorado Details
Rod Saunders's WealthTouch, Inc. Experience December 2009 - September 2011
Job vCISO / Partner at Trofi Security
Industry Information Technology and Services
Experience
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

Greg Corder Greg Corder Charlotte, North Carolina Details
Greg Corder's WealthTouch, Inc. Experience March 2009 - September 2014
Job Financial Analyst
Industry Financial Services
Experience
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

Nichole Montoya Nichole Montoya Greater Denver Area Details
Nichole Montoya's WealthTouch, Inc. Experience 2010 - 2013
Job Founder & CEO, Cheddar Up
Industry Internet
Experience
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

Gregory D. Newman Gregory D. Newman San Francisco Bay Area Details
Gregory D. Newman's WealthTouch, Inc. Experience April 2011 - October 2013
Job Consultant at Deloitte
Industry Management Consulting
Experience
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

Norman Jones Norman Jones Greater Denver Area Details
Norman Jones's WealthTouch, Inc. Experience January 2008 - Present
Job Managing Partner at Catalyst Partners LLC
Industry Banking
Experience
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

Anna Holt Anna Holt Memphis, Tennessee Details
Anna Holt's WealthTouch, Inc. Experience February 2014 - Present
Job Enrollment Analyst at Archway Technology Partners
Industry Financial Services
Experience
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

Emily Statnick Emily Statnick Denver, Colorado Details
Emily Statnick's WealthTouch, Inc. Experience November 2010 - June 2013
Job Executive Assistant and Event Coordinator at Central Palm Beach County Chamber of Commerce
Industry Medical Practice
Experience
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

Mitchell Long Mitchell Long Charlottesville, Virginia Area Details
Mitchell Long's WealthTouch, Inc. Experience December 2012 - December 2014
Job Director, Channel Sales at ChartIQ
Industry Financial Services
Experience
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

John Riecke John Riecke Greater Denver Area Details
John Riecke's WealthTouch, Inc. Experience June 2009 - June 2011
Job Manager Operations Analyst at Envestnet Asset Management
Industry Accounting
Experience
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

Rachel Gelbman Rachel Gelbman Greater Denver Area Details
Rachel Gelbman's WealthTouch, Inc. Experience March 2012 - July 2012
Job Quality Assurance Analyst at Workiva
Industry Computer Software
Experience
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

Rachel Ardington Rachel Ardington Denver, Colorado Details
Rachel Ardington's WealthTouch, Inc. Experience December 2013 - July 2014
Job Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
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

Alaina Ferguson Alaina Ferguson Greater Denver Area Details
Alaina Ferguson's WealthTouch, Inc. Experience October 2011 - June 2015
Job Research Intern at the Geneva Centre for the Democratic Control of Armed Forces
Industry International Affairs
Experience
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

Ashley Rice, PMP, PMI-ACP, ITILV3 Ashley Rice, PMP, PMI-ACP, ITILV3 Greater Denver Area Details
Ashley Rice, PMP, PMI-ACP, ITILV3's WealthTouch, Inc. Experience June 2010 - March 2012
Job Program Manager at RTD
Industry Information Technology and Services
Experience
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

Carrie Sawyer Carrie Sawyer Denver, Colorado Details
Carrie Sawyer's WealthTouch, Inc. Experience August 2012 - April 2014
Job Project Planner at Vivax Pros
Industry Consumer Services
Experience
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

Scott Sample Scott Sample Greater Denver Area Details
Scott Sample's WealthTouch, Inc. Experience July 2010 - March 2013
Job Financial Analyst at Aimco Apartment Homes
Industry Financial Services
Experience
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

Dan Green Dan Green San Francisco Bay Area Details
Dan Green's WealthTouch, Inc. Experience November 2010 - March 2011
Job Global Account Manager, Social Selling Expert, LinkedIn Expert, at LinkedIn
Industry Information Technology and Services
Experience
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

Traci Presley, MBA Traci Presley, MBA Greater Denver Area Details
Traci Presley, MBA's WealthTouch, Inc. Experience August 2011 - May 2013
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
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

Fletcher Bennett Fletcher Bennett Dallas, Texas Details
Fletcher Bennett's WealthTouch, Inc. Experience May 2012 - May 2013
Job Intern at Azur Commercial Capital
Industry Real Estate
Experience
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

Alan Weber Alan Weber Greater Denver Area Details
Alan Weber's WealthTouch, Inc. Experience September 2011 - August 2012
Job Database Developer
Industry Information Services
Experience
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

Mark Robie, MBA Mark Robie, MBA Greater Denver Area Details
Mark Robie, MBA's WealthTouch, Inc. Experience February 2012 - August 2012
Job Sr. Business Analyst
Industry Financial Services
Experience
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

Diane Merenda Diane Merenda Greater Denver Area Details
Diane Merenda's WealthTouch, Inc. Experience April 2012 - April 2013
Job Technical Project Manager at CIGNA Healthcare
Industry Information Technology and Services
Experience
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

Carl Knecht Carl Knecht Greater Denver Area Details
Carl Knecht's WealthTouch, Inc. Experience 2008 - March 2010
Job Founder and Managing Member at Lihera LLC
Industry Financial Services
Experience
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

Evan McGuire Evan McGuire Greater Atlanta Area Details
Evan McGuire's WealthTouch, Inc. Experience August 2011 - July 2013
Job LTL Accounting Specialist at Mansfield Oil Company
Industry Financial Services
Experience
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

Josiah Kerley Josiah Kerley Littleton, Colorado Details
Josiah Kerley's WealthTouch, Inc. Experience March 2009 - January 2011
Job Cloud/NFV Systems Engineer II at CenturyLink
Industry Information Technology and Services
Experience
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

Ciara Martinez Ciara Martinez Denver, Colorado Details
Ciara Martinez's WealthTouch, Inc. Experience July 2012 - June 2013
Job Manager, Data and Operations at Standard & Poor's
Industry Financial Services
Experience
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

Craig Pearson Craig Pearson Charlotte, North Carolina Area Details
Craig Pearson's WealthTouch, Inc. Experience September 2013 - December 2014
Job CoFounder, CEO at Private Wealth Systems.
Industry Information Technology and Services
Experience
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

Rob Cibotti Rob Cibotti Greater Boston Area Details
Rob Cibotti's WealthTouch, Inc. Experience December 2012 - Present
Job Client Service Director at WealthTouch, Inc.
Industry Investment Management
Experience
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

Lee Cuevas Lee Cuevas Greater Denver Area Details
Lee Cuevas's WealthTouch, Inc. Experience February 2010 - November 2011
Job Director, Enterprise Information Systems, Cyber Operations & Business Support Services at IQNavigator
Industry Information Technology and Services
Experience
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

James Shehigian James Shehigian Greater Denver Area Details
James Shehigian's WealthTouch, Inc. Experience 2008 - 2013
Job Managing Director
Industry Financial Services
Experience
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

Rick Higgins Rick Higgins Greater Denver Area Details
Rick Higgins's WealthTouch, Inc. Experience January 2008 - December 2009
Job Chief Innovation Officer at Risclarity Portfolio Reporting
Industry Information Technology and Services
Experience
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

Cody Jewell Cody Jewell Greater Denver Area Details
Cody Jewell's WealthTouch, Inc. Experience November 2009 - Present
Job Quality Assurance at WealthTouch, Inc.
Industry Entertainment
Experience
WealthTouch, Inc.   November 2009 - Present
Colorado Film School  September 2005 - June 2008

Education
Community College of Aurora   2005 — 2008

Tyler Van Brunt Tyler Van Brunt Greater Minneapolis-St. Paul Area Details
Tyler Van Brunt's WealthTouch, Inc. Experience 2009 - 2011
Job Senior Financial Analyst at Carlson
Industry Financial Services
Experience
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

Luke Pinneo Luke Pinneo Portland, Oregon Area Details
Luke Pinneo's WealthTouch, Inc. Experience August 2009 - March 2010
Job Founder at World Thirst
Industry Philanthropy
Experience
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

Jacques Dubois Jacques Dubois Los Angeles, California Details
Jacques Dubois's WealthTouch, Inc. Experience July 2009 - September 2010
Job Senior Associate at Financial Profiles, Inc.
Industry Public Relations and Communications
Experience
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

Corrine Qiyun Miao Corrine Qiyun Miao Greater Denver Area Details
Corrine Qiyun Miao's WealthTouch, Inc. Experience March 2011 - Present
Job Director of Data Quality Assurance at WealthTouch, Inc.
Industry Financial Services
Experience
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

Young J. Yoon Young J. Yoon Greater Atlanta Area Details
Young J. Yoon's WealthTouch, Inc. Experience August 2004 - July 2005
Job Senior Tax Analyst at Kaplan Inc.
Industry Accounting
Experience
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

Kirk Balderes Kirk Balderes Rochester, Minnesota Area Details
Kirk Balderes's WealthTouch, Inc. Experience April 2001 - December 2014
Job Owner / Principal Software Architect & Engineer at Balderes LLC
Industry Information Technology and Services
Experience
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)

Kindra Evensen Kindra Evensen Greater Denver Area Details
Kindra Evensen's WealthTouch, Inc. Experience July 2010 - April 2015
Job Managing Member at KJE&S Publications
Industry Financial Services
Experience
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

Rhonda Johnson Rhonda Johnson Greater Denver Area Details
Rhonda Johnson's WealthTouch, Inc. Experience February 2006 - October 2009
Job Manager, Network and Systems Administration, EDUCAUSE
Industry Information Technology and Services
Experience
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

Rob Kilgore Rob Kilgore Greater Denver Area Details
Rob Kilgore's WealthTouch, Inc. Experience February 2013 - April 2014
Job President and CEO at Absio
Industry Computer Software
Experience
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

Brett Goddard Brett Goddard Denver, Colorado Details
Brett Goddard's WealthTouch, Inc. Experience June 2012 - May 2014
Job ACAT Specialist Broker Transfer at Curian Clearing
Industry Financial Services
Experience
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

Trevor Owens Trevor Owens Greater Denver Area Details
Trevor Owens's WealthTouch, Inc. Experience July 2012 - January 2013
Job Columbia University GSAPP Candidate 2015
Industry Real Estate
Experience
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

Mary Xiong Mary Xiong Boulder, Colorado Details
Mary Xiong's WealthTouch, Inc. Experience November 2012 - September 2013
Job Billing Analyst at Zayo
Industry Telecommunications
Experience
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

Carlo Daniele Carlo Daniele Denver, Colorado Details
Carlo Daniele's WealthTouch, Inc. Experience January 2012 - August 2013
Job .NET Software Developer
Industry Computer Software
Experience
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