Top Financial Advisors in Greater Denver Area
Chris Gragg
Financial Advisor
Greater Denver Area
Financial Advisor
Owner
VP Conversion & SEO
Founder & CMO
Co-Founder
Regional Sales Manager
Aftermarket Account Manager
Zone Manager
ECommerce Director
The University of New Mexico - Robert O. Anderson School of Management
Ford Motor Company Executive Training
Oklahoma State University
Google AdWords U
Google AdWords U
Google AdWords U
Recommendations: 15
SEO
SEM
Online Marketing
Digital Marketing
Social Media Marketing
Web Marketing
E-commerce
Marketing
g****[email protected]
Frank McSwain Jr
Director of Global Channel Sales
Greater Denver Area
Director of Global Channel Sales
Owner/Operator/Manifester
Energy Team Leader
Financial Advisor
Loan Officer
Market Development Manager
Co-Owner/CFO/Sales & Marketing Director
Zone Manager
University of Denver - Daniels College of Business
North Carolina State University
South Mecklenburg HS
Daniel Wright
Recommendations: 11
CRM
Strategy
Marketing Strategy
Leadership
Strategic Planning
Marketing Automation
Sales Management
Marketing
f****[email protected]
s****[email protected]
Ryan LeMasters
Director
Greater Denver Area
Director
Area Practice Manager
Practice Administrator
Administrative Resident
Financial Advisor
University of Colorado
University of Colorado
Recommendations: 10
Contract Negotiation
Hospitals
Health
Healthcare
Strategic Planning
Process Improvement
Financial Analysis
Healthcare Management
r****[email protected]
r****[email protected]
Eric Dunham MBA, PMP, PMI-ACP, DTM
Speaker and Workshop Facilitator
Greater Denver Area
Speaker and Workshop Facilitator
Senior Project Manager/Program Manager - Shared Business Applications (ERP Program)
Board of Trustees, Vice President
District 26 - Denver Division Governor
Denver D1 Area Governor
President - Parker Toastmasters
Financial Advisor
VP Education - Parker Toastmasters
Program Manager, Product Marketing
Flight Operations Safety - Business Operations Analyst
Program Manager
Managing Partner
Reporting Manager-Business Operations
Sales Operations - Manager of Business Processes
Supervisor, Process Improvement & Project Management
Regis University
Regis University
Recommendations: 9
Program Management
Cross-functional Team Leadership
Project Management
Change Management
Strategic Planning
Vendor Management
SDLC
PMP
e****[email protected]
Andrew C. Thompson
Vice President
Greater Denver Area
Vice President
Global Wealth & Investment Management Financial Advisor
Financial Services Professional
Personal Banker
Senior Admissions Counselor
Academic Researcher
Assistant to Executive Vice President
Senior Adviser
Community Development Associate
Northwestern University
Northwestern University
Theodore Roosevelt High School
Recommendations: 8
Financial Services
Insurance
Wealth Management
Retirement
Business Analysis
Fixed Annuities
Life Insurance
Sales
t****[email protected]
a*****@u.northwestern.edu
David Newcomer
Customer Service Manager
Greater Denver Area
Customer Service Manager
Treasurer
Board Of Directors
Financial Advisor
Race Director
Executive Director
Operations Manager, AVP
Corporate Project Specialist
University of Colorado Boulder
Recommendations: 7
Process Improvement
Risk Management
Project Management
Leadership
Strategic Planning
Business Analysis
Asset Managment
Change Management
d****[email protected]
Rick King
Director Talent Acquisition
Greater Denver Area
Director Talent Acquisition
Regional Sales Manager
Director of Recruiting Operations
Financial Advisor
Team Leader - Rocky Mountain Region
Park Ranger Shift Supervisor
Colorado State University
Recommendations: 6
Recruiting
CRM
Leadership
Sales
Management
Strategy
Training
Business Planning
r*****@transfirst.com
Charles Arnold
National Director of BGA Marketing
Greater Denver Area
National Director of BGA Marketing
Financial Advisor
External Wholesaler, Regional Sales Vice President
Internal Wholesaler, Institutional Sales
Research Analyst, Private Equity, Internship
Teacher, Business Management, Internship
Mason's Assistant, Internship
University of Notre Dame
Recommendations: 5
Delivering Results
External Sales
Wholesale Sales
Marketing
Territory Development
Public Speaking
Series 7
Series 24
c****[email protected]
Chris Owen, APMA ®
Associate Director
Greater Denver Area
Associate Director
Senior Internal Sales Consultant
Internal Sales Consultant
Financial Advisor
University of Northern Colorado
Recommendations: 5
c****[email protected]
Melissa Wallace, MBA
Vice President
Greater Denver Area
Vice President
Independent Consultant
Financial Advisor
Senior Vice President - Business Development
Vice President - Marketing & Business Development
Finance Associate / Investment Banking
Recommendations: 4
Finance
Portfolio Management
Strategic Planning
Mergers & Acquisitions
Banking
Financial Analysis
Brand Management
Strategic Alliances
m****[email protected]
Tammy Ransom, BCACLC
Senior Manager, Industries
Greater Denver Area
Senior Manager, Industries
Board Certified Advanced Christian Life Coach
Principal Account Strategy Sales Consultant / Customer Relations
Executive Sponsor Advisor
Executive Assistant to SVP
Sr. Administrative Assistant
Lead Administrative Assistant
Financial Advisor
Sales Representative
Community College of Aurora
Community College of Aurora
Recommendations: 4
Program Management
Dispute Resolution
Executive Communications
Customer Relations
Customer Service
Operations
Project Coordination
Financial Planning
t****[email protected]
Whitney Pappas
Vice President / Financial Advisor
Greater Denver Area
Vice President / Financial Advisor
Recommendations: 4
Salesforce.com
CRM
Investments
Sales Process
Sales
Selling
Mutual Funds
Account Management
w****[email protected]
w****[email protected]
Alex Giorgi
Mid-Market Strategic and Acquisitions Sales
Greater Denver Area
Mid-Market Strategic and Acquisitions Sales
Small Business Account Manager
Business Sales Leadership Development Program (BSLDP)
Director of Marketing Communications
Financial Advisor
Sales Representative
University of Missouri-Columbia
Recommendations: 4
Sales
Marketing
Marketing Communications
Time Management
Leadership
Customer Service
Social Networking
Online Marketing
a****[email protected]
Ani (McDonald) Hulse
Senior Marketing Consultant & Owner
Greater Denver Area
Senior Marketing Consultant & Owner
Senior Account Manager
Account Manager
Financial Advisor
Account Executive/Project Manager
Account Manager (Part Time)
Administrative Assistant
Traffic Coordinator
University of Colorado Denver
University of Colorado Denver
Recommendations: 4
Email Marketing
Integrated Marketing
Digital Marketing
Brand Development
Interactive Marketing
Strategic Planning
Advertising
Digital Strategy
a****[email protected]
a****[email protected]
Lotte Lieb Dula
Capital Project Financial Strategist
Greater Denver Area
Capital Project Financial Strategist
Financial Manager, Better Denver Bond Program
Financial Manager, Denver Justice Center
Financial Advisor
Financial Manager, Hamilton Building capital project
Reed College
Recommendations: 4
Budgets
Managerial Finance
Financial Modeling
Financial Analysis
Strategic Planning
Cash Flow
Leadership
Project Management
l*****@historicelitchtheatre.org
Jacob Wilson
Director, Tax Technology
Greater Denver Area
Director, Tax Technology
National Practice Director, Portals & Collaboration
Regional Practice Director, Portals & Collaboration
Principal Consultant I
Microsoft Practice Lead, Principal
Principal Consultant, SharePoint Practice Lead
Consultant
Consultant
Financial Advisor
Assistant System Administrator
University of Colorado Boulder
Recommendations: 3
SharePoint
T-SQL
SQL Server
MOSS 2007
C#
Visual Basic
Microsoft SQL Server
Microsoft Office...
t****[email protected]
j****[email protected]
Eric Bukov
Sr. Technical Recruiter/Owner
Greater Denver Area
Sr. Technical Recruiter/Owner
Sr. Technical Recruiter & Strategic Sourcing - R&D, Software, Security, Network and Data Centers
Technical Recruiter & Sourcer, Software Engineering Leadership
Principal Talent Advisor
Financial Advisor
Division Director, Permanent Placement
Technical Sourcer / Recruiter
Director of Application Development
University of Vermont
Recommendations: 3
Technical Recruiting
Recruiting
Temporary Placement
Talent Acquisition
Permanent Placement
Internet Recruiting
Interviews
Sales
b*****@hotmail.com
Stephen Verwers CFP® MBA
Financial Advisor at Northwestern Mutual
Greater Denver Area
Financial Advisor at Northwestern Mutual
University of Colorado at Denver
University of Colorado at Denver
University of Hawaii at Manoa
Colorado State University
Recommendations: 3
s****[email protected]
James Raymond
Sr Manager Operations PMO
Greater Denver Area
Sr Manager Operations PMO
Company 1stSgt
Executive MBA
President and Co-Founder
TAOC Detachment Chief
Sr Training Specialist
Operations Chief
DocuWare Applications Consultant
Financial Advisor
Crew Chief
University of Denver - Daniels College of Business
American Public University System
Priest River
Recommendations: 3
Program Management
Change Management
Project Management
Process Improvement
Business Analysis
Strategic Planning
Leadership
Security Clearance
j****[email protected]
Desiree Shenkin
Financial Advisor & Field Director
Greater Denver Area
Financial Advisor & Field Director
Co-Manager
Metropolitan State University of Denver
Recommendations: 3
Long-term Care
Social Media
Customer Service
Sales
Marketing
Retirement Planning
Microsoft Office
Strategic Financial Planning
d****[email protected]
Edi Crow
Retirement Financial Planner, Central Advice Group
Greater Denver Area
Retirement Financial Planner, Central Advice Group
Wealth Management Consultant, Individual Investments Advisory Center
Financial Advisor
Assistant Director of Admissions
The American College for Financial Planning
Brigham Young University - Hawaii
Brigham Young University - Idaho
Recommendations: 3
Investments
Insurance
Small Business
Banking
Retirement
Strategic Financial Planning
Retirement Planning
Leadership Development
k****[email protected]
e****[email protected]
J. Baggett
Director of Marketing and Business Development
Greater Denver Area
Director of Marketing and Business Development
Executive Director - Business Development
Vice President - Public Sector Sales at Infolob Solutions, Inc.
Financial Advisor
Financial Advisor
Practice Management Development - Financial Adviser Trainee
Health, Life and Long Term Care Consultant
Owner / Partner and Technical Account Manager
Technical Sales
Inside Sales Associate / Account Manager
Account Executive
The University of Texas at Austin
U.S. Army Public Affairs Officers
Army Officers Basic Course (91B) - APG
Recommendations: 3
New Business Development
Strategic Planning
Account Management
Consultative Selling
Channel
Selling
Management
Investments
j****[email protected]
Raechelle Minney
Vice President
Greater Denver Area
Vice President
Senior Investment Consultant
Director
Financial Advisor
Client Manager
University of Colorado
Business
Littleton High School
Recommendations: 2
r****[email protected]
John Vachalek
Financial Consultant
Greater Denver Area
Financial Consultant
Personal Financial Advisor
CEO & Founder
University of Missouri-Columbia
Recommendations: 2
Online Advertising
Online Marketing
Marketing Strategy
Social Marketing
Email Marketing
Event Planning
Information Architecture
Analytics
j*****@webolutions.com
j****[email protected]
Addison Colgrove
Analyst
Greater Denver Area
Analyst
Mutual Fund Operations - Specialist
Active Trader Representative - Specialist
Registered Representative - Associate
Financial Advisor
Intern
Auburn University
2015 Level II Candidate in the CFA Program
Recommendations: 2
Financial Analysis
Investments
Mutual Funds
Retirement Planning
Series 7
Strategic Financial...
Wealth Management
Asset Allocation
a****[email protected]
David Foshe
Partner
Greater Denver Area
Partner
Manager of Planning and Analysis
CFO/COO
Financial Advisor
Financial Advisor
CFO
Iowa State University
Iowa State University
Recommendations: 2
Vendor Management
Business Analysis
Process Improvement
Budgets
Integration
Strategic Planning
Management
Team Leadership
d****[email protected]
Catherine G Rautenkranz, MBA
Structured Credit Research Assistant
Greater Denver Area
Structured Credit Research Assistant
Graduate Assistant
Branch Office Administrator
Financial Advisor Intern
MBA Governace Consultant
Senior Resident Assistant
Retail Account Management Intern
Resident Assitant
Sorter
Cadet Third Class
Cadet Fourth Class
Willamette University - Atkinson Graduate School of Management
University of Colorado at Colorado Springs
Recommendations: 2
Capital Markets
Credit Analysis
Structured Finance
Financial Modeling
Analysis
Microsoft Excel
Team Building
Public Speaking
c****[email protected]
Melissa Sommer
VP, Executive Sales Support
Greater Denver Area
VP, Executive Sales Support
Strategic Account Manager
Internal Wholesaler
Internal Regional Business Consultant
Financial Advisor
Financial Advisor
Senior Manager Financial Firm Initiative
National Account Manager
Business Advisory Senior / Audit, Business Advisory Staff
Regis University
Recommendations: 1
Investments
Alternative Investments
Series 7
Building Relationships
Asset Allocation
Finance
Asset Management
Investment Strategies
m****[email protected]
Mike Hickey
Senior Analyst - Equity Research
Greater Denver Area
Senior Analyst - Equity Research
Senior Analyst - Equity Research
Senior Analyst - Equity Research
Financial Advisor
Investment Management Analyst
University of Denver - Daniels College of Business
Colorado State University
Recommendations: 1
Financial Modeling
Idea Generation
Financial Analysis
Equity Research
Investments
Equities
Research
Asset Allocation
h****[email protected]
Tom Briggs
Regional Vice President
Greater Denver Area
Regional Vice President
Institutional Wholesaler
Financial Advisor
Wholesaler
Internal Wholesaler
University of Colorado Boulder - Leeds School of Business
Smoky Hill High School
willow creek elementary
Recommendations: 1
Mutual Funds
401k
Fixed Annuities
Financial Services
Finance
Variable Annuities
Financial Planners
Series 63
t****[email protected]
t****[email protected]
Ian Behrmann
Software Engineer
Greater Denver Area
Software Engineer
Senior Software Development Engineer
Software Engineer
Financial Assistant
CTA / Financial Advisor
Galvanize - Boulder, West Pearl
University of Colorado Boulder
University of Colorado Boulder
Recommendations: 1
Microsoft Office
Microsoft Excel
Finance
Management
Customer Service
Active Directory
Windows Server
Microsoft Exchange
i****[email protected]
Miki Miller
Vice President - Financial Advisor
Greater Denver Area
Vice President - Financial Advisor
.
Vice President - Financial Consultant
401k Internal Wholesaler
Internal Sales
University of Colorado at Denver
Recommendations: 1
Mutual Funds
Pensions
Asset Allocation
Customer Service
401k
Retirement
Series 63
Investments
m****[email protected]
Erik with a "K" Erik with a "K" Witt
Cash Flow Maximizer, College Planner
Greater Denver Area
Cash Flow Maximizer, College Planner
Broker
Financial Advisor
Colorado State University
Recommendations: 1
Public Speaking
Retirement Planning
Strategic Planning
Entrepreneurship
Fixed Income Strategies
Income Protection
Employee Benefits
Employee Training
e*****@yahoo.com
e****[email protected]
Sean Albertson
Financial Advisor
Greater Denver Area
Financial Advisor
Director, Performance & Technology
Call Center Manager
Director, Customer Journey & Analytics
Managing Director, Client Loyalty
Senior Customer Service Manager
Recommendations: 1
SaaS
Customer Service
Financial Analysis
Start-ups
Mergers
Business Planning
Process Improvement
Call Center
s****[email protected]
Elizabeth Windisch, CFP®
Wealth Manager
Greater Denver Area
Wealth Manager
Senior Relationship Manager
Operations Manager
Director of Operations
Financial Advisor
Investment Executive
Financial Advisor
Financial Advisor
Operations Manager
Western Illinois University
Hinsdale Central High School
Recommendations: 1
Certified Financial Planner
Investments
Retirement Planning
Estate Tax Planning
Strategic Financial Planning
Wealth Management
Operations Management
Series 7
l****[email protected]
Devin Odom
Business Analyst
Greater Denver Area
Business Analyst
Graduate Student in Database Design and Administration
IT Testing and Recycling Intern
Database Intern
Financial Advisor
Graduate Student in Business Administration
Intern
Violin Teacher/ Professional Violinist
Night Manager
University of Denver
University of Denver - Daniels College of Business
Gettysburg College
Kent School
Wheat Ridge High School
Recommendations: 1
Microsoft Office
Microsoft Excel
Business Analysis
Finance
Strategy
Project Management
Databases
Event Planning
d****[email protected]
Steve W Sterquell II
Assistant Vice President Compliance
Greater Denver Area
Assistant Vice President Compliance
Compliance Director
Rural Development Asset Manager
Financial Advisor, Registered Representative
Independent Contractor
President
Senior Vice President Housing Development
Vice President Asset Management
Asset Manager
Compliance Officer
Police Officer / Specialized Bike Patrol Officer
Juvenile Detention Officer
Southern Methodist University
University of Arkansas at Fayetteville
Recommendations: 1
LIHTC
Tax Credits
Compliance
Section 8
HUD
USDA Rural Housing
Asset Management
Portfolio Management
s****[email protected]
Shawn Harshman
Financial Advisor and President
Greater Denver Area
Financial Advisor and President
University of Wyoming
Recommendations: 1
Retirement Planning
Wealth Management
Investments
Finance
Investment Advisory
Fixed Annuities
Financial Advisory
Retirement
s*****@harshmanwealth.com
Joe Jefferson
Sports Writer
Greater Denver Area
Sports Writer
Principal Attorney
City Council Member, District 1
Financial Advisor
University of Denver - Sturm College of Law
Cornell University
J.K. Mullen High School
Recommendations: 1
Chinese
Mandarin
Legal Advice
Due Diligence
Private Equity
Real Estate
Legal Writing
Litigation
j****[email protected]
j****[email protected]
Graham Torrey
Loan Consultant
Greater Denver Area
Loan Consultant
Senior Mortgage Financial Advisor
Operation Production Manager/Loan Consultant
University of Vermont
Recommendations: 1
Mortgage Lending
Loans
Refinance
Mortgage Underwriting
Credit
Residential Mortgages
VA loans
Customer Service
g****[email protected]
Mark A. Nicolet
Financial Advisor
Greater Denver Area
Financial Advisor
Graduate Assistant Football Coach
Team Activities Director
Summer HR Development Intern
Assistant Football Coach
Starting Quarterback, Captain, Coach
Starting Quarterback, Captain, Coach
Drake University
Hillsdale College
Zionsville High School
Recommendations: 1
Public Speaking
Leadership
Event Planning
Fundraising
Management
Teaching
Social Media
PowerPoint
m****[email protected]
Charlene Hunt
Financial Advisor
Greater Denver Area
Financial Advisor
Choir Director
Metropolitan State University of Denver
Recommendations: 1
Choral
Choral Conducting
Music Education
Ensemble
Music Theory
Orchestral Music
Classical
Finale
c****[email protected]
Jimmi Shim
Commercial Lines Producer
Greater Denver Area
Commercial Lines Producer
Financial Advisor
Agency Owner
Recommendations: 1
Sales
Insurance
Commercial Insurance
New Business Development
Customer Service
Strategic Planning
Sales Force Development
Team Building
j****[email protected]
j****[email protected]
Les Crosby
Student
Greater Denver Area
Student
Owner
Financial Advisor
Echotech Institute
Michigan State University
Recommendations: 1
Wind
Solar Energy
Renewable Energy
Construction
Strategic Planning
Microsoft Word
Sustainability
Microsoft Excel
l****[email protected]
Monica Ortega
Owner / Operator
Greater Denver Area
Owner / Operator
Registered Representative
Hostess
Banker Financial Advisor
Project Management Consultant
University of Colorado Denver
University of Colorado Boulder
Recommendations: 1
Customer Service
Personal Finance
Public Speaking
Investments
Non-profits
Insurance
Strategic Planning
Leadership
m****[email protected]
Al Thomason
Senior EPS Representative
Greater Denver Area
Senior EPS Representative
Retirement Correspondent
Govt. Account Manager
Franchise Sales Manager
Inbound Marketing Sales Specialist
Financial Advisor
Independent Distributor and Supervisor
Bryant University
Recommendations: 1
SaaS
Consultative Selling
Social Media
SEO
Web Analytics
Lead Generation
Marketing Automation
Salesforce.com
a****[email protected]
Antonio Purcell de Ogenio
Financial Professional
Greater Denver Area
Financial Professional
Booking Manager/Promoter
Trainer Behavioral Intervention/Disease Intervention Clinical Specialist
Fitness Director
Lead Patient Service Assistant
Financial Advisor
Administrative Officer (1LT)
Protocol Officer (1LT)
Troy State University
University of Colorado at Colorado Springs
Recommendations: 0
Community Outreach
Training
Healthcare
Program Management
Research
Public Speaking
Process Improvement
Customer Service
l****[email protected]
Eric Rosel, CFP®, CIMA®
Vice President-Financial Advisor
Greater Denver Area
Vice President-Financial Advisor
Financial Advisor
Vice-President
University of Michigan
Recommendations: 0
e****[email protected]
Dennis Leonida
President
Greater Denver Area
President
Financial Advisor
University of Northern Colorado
Recommendations: 0
Investments
Strategic Financial Planning
Retirement Planning
Strategic Planning
Business Planning
Accounting
Life Insurance
Fixed Annuities
d****[email protected]
Erica Anderson Heister
Financial Advisor
Greater Denver Area
Financial Advisor
Financial Advisor
University of North Florida
Recommendations: 0
IRA planning
Fixed Annuities
Variable Annuities
Indexed Annuities
Mutual Funds
Life Insurance
Long-term Care
529 Plans
c****[email protected]
Eman Sadi
Sr. Business Manager
Greater Denver Area
Sr. Business Manager
PLM Implementation Manager/Advisor
Sr. Financial Analyst
Finance Manager - FP&A
Business Operations Analyst
Financial Advisor Analyst
Principal Assistant- Investment Banking
Financial Analyst Intern
Recommendations: 0
Business Process Improvement
Cross-functional Team Leadership
Forecasting
Business Transformation
Financial Analysis
Change Management
Financial Reporting
International Relations
e****[email protected]
e****[email protected]
Amanda Bumgarner
Senior Private Client Advisor, VP
Greater Denver Area
Senior Private Client Advisor, VP
Financial Advisor
Business Banking Officer
Registered Sales Assistant/Junior Broker
Personal Banker II
Branch Office Administrator
University of Colorado Boulder
Recommendations: 0
Series 7
Wealth Management
Financial Services
Banking
Retirement
Consumer Lending
a****[email protected]
Vanessa VandeBurgt
Financial Advisor
Greater Denver Area
Financial Advisor
Mortgage Loan Officer | Relationship Manager | Craig Bramlett Team
Mortgage Loan Officer | Relationship Manager
Credit Manager
Baylor University - Hankamer School of Business
Recommendations: 0
v****[email protected]
Ben Torrez
Vice President / Financial Advisor
Greater Denver Area
Vice President / Financial Advisor
University of Colorado Boulder - Leeds School of Business
University of Colorado Denver
Recommendations: 0
Wealth Management
Retirement Planning
Retirement
Strategic Financial Planning
Banking
Investments
Retail Banking
Investment Advisory
t****[email protected]
Jennifer Talbot
Product Manager
Greater Denver Area
Product Manager
MBA
Strategic Marketing - MBA Intern
Lending Protection Manager
Financial Advisor
Retirement Services
University of Colorado at Boulder
University of Wyoming College of Business
Recommendations: 0
Financial Modeling
Data Analysis
Market Research
Competitive Analysis
Marketing Strategy
Financial Analysis
Strategic Planning
Project Management
j****[email protected]
j****[email protected]
Kelly Wolf Kennedy
Financial Advisor/Registered Principal/Registered Investment Advisor Representative
Greater Denver Area
Financial Advisor/Registered Principal/Registered Investment Advisor Representative
Financial Advisor
University of Maryland College Park
Recommendations: 0
Investments
Mutual Funds
Portfolio Management
Investment Strategies
Alternative Investments
Series 7
k****[email protected]
Bert Hermelink, CLU, ChFC
Financial Planner, Investment Advisor, and Owner
Greater Denver Area
Financial Planner, Investment Advisor, and Owner
President and CEO
Registered Representative (1974), Financial Advisor
Insurance and Financial Planning Advisor
Co-Pastor
Rocky Mountain Regional Director
Regional Director
1LT, Military Intelligence
The American College
The American College
Valparaiso University School of Law
Valparaiso University
Recommendations: 0
Retirement
Estate Planning
Financial Planners
Alternative Investments
Investments
Investment Advisory
Retirement Planning
Wealth Management
b****[email protected]
Natalie Mahler
Vice President
Greater Denver Area
Vice President
Financial Advisor
Regis University
Arizona State University
Columbine High School
Recommendations: 0
Series 7
Series 63
Series 65
Wealth Management
Separately Managed Accounts
Alternative Investments
Municipal Bonds
ETFs
n****[email protected]
Paul Bustamante
Financial Sales Advisor
Greater Denver Area
Financial Sales Advisor
Sr. Financial Advisor
Investment Banker
Insurance Agent
University of Pheonix
University of Phoenix
Recommendations: 0
Loans
Banking
Commercial Banking
Mortgage Lending
Investment Banking
College Education Planning
Life Insurance
Retirement Planning
p****[email protected]
Robert J. Fedigan, MBA
Managing Partner & Financial Consultant
Greater Denver Area
Managing Partner & Financial Consultant
Financial Advisor
401k/403b Financial Advisor
Personal Financial Representative
Managing Partner
Sergeant / Training Instructor
University of Phoenix
University of Phoenix
Recommendations: 0
Financial Planning
Solution Design
Personal Planning
Estate Planning
Management
Financial Planners
Business
401k
r****[email protected]
James Osborne, CFP®
President
Greater Denver Area
President
Financial Consultant
Financial Advisor
Client Service Associate
University of Colorado Denver
Colorado Christian University
Huntington College
Carroll High School
Recommendations: 0
j****[email protected]
Nate Vogels
Product
Greater Denver Area
Product
Founding 200 Member
Head Of Operations
Financial Advisor
Intern
Investment Software Specialist
Wealth Advisor Associate
Service Associate
University of Colorado at Boulder
Recommendations: 0
n****[email protected]
John Pineman
Chief Compliance Officer
Greater Denver Area
Chief Compliance Officer
Supervisor
Financial Advisor
Branch Manager
New York Institute Of Finance
Fordham University
Recommendations: 0
Sales Management
Recruiting and Training
BrokerageOperations
Risk Management
Wealth Management
Securities
Bonds
Recruiting
j*****@qwestoffice.net
Ora DeMorrow
Financial Advisor, Vice President
Greater Denver Area
Financial Advisor, Vice President
University of Maryland
Recommendations: 0
Corporate Retirement Plans
Finance and Investment
Estate and Retirement Planning Services
o****[email protected]
Elias Bachmann, CFA
Director - Private Investments
Greater Denver Area
Director - Private Investments
Senior Portfolio Manager
Financial Advisor - Portfolio Manager
Strategic Planning/Finance - MBA Internship
Sales Manager
Vice President of Mostly Important Stuff
University of Colorado Boulder - Leeds School of Business
University of Colorado Boulder
Recommendations: 0
Portfolio Center
Tamarac rebalancer
Tamarac Advisor View
Microsoft Office
Portfolio Management
Real Estate Investment
Private Equity Funding
real estate due
e****[email protected]
Tron Welch, MBA, AIF
Financial Advisor
Greater Denver Area
Financial Advisor
Washington University in St. Louis
Indiana University Bloomington
American University
Recommendations: 0
Strategic Financial Planning
Securities
Investments
Finance
Financial Analysis
Strategic Planning
FINRA
Budgets
t*****@welchfp.com
Sean Jones, WMS™
Associate Vice President, Investments
Greater Denver Area
Associate Vice President, Investments
Financial Advisor
Intern
Recommendations: 0
s****[email protected]
Grant Smith
Internal Wholesaler
Greater Denver Area
Internal Wholesaler
Internal Wholesaler
Independent Broker
Financial Advisor
The University of Iowa
Simpson College
Recommendations: 0
Securities and Insurance
Individual Client Consultation
Portfolio and Wealth Management
Financial Trading
Risk Assessment
Cross-Selling
Policy Reviews
Financial Needs Analysis
s****[email protected]
Jacob Jennings
Branch Sales Manager
Greater Denver Area
Branch Sales Manager
Financial Advisor
UW Green Bay, WI
Antigo High School
Recommendations: 0
Insurance
Fixed Annuities
Sales Management
Retirement Planning
Disability Insurance
Long-term Care
Sales
Term Life Insurance
j****[email protected]
Donald Calcagni
Chief Investment Officer
Greater Denver Area
Chief Investment Officer
Strategic Advisor
PhD Candidate/Teaching Assistant
Managing Partner
Client Relationship Manager
Financial Advisor
Senior Managing Director
Financial Advisor
The University of Chicago Booth School of Business
Widener University
Wharton School, University of Pennsylvania
Recommendations: 0
Portfolio Management
Investments
Finance
Retirement
Tax
Retirement Planning
Wealth Management
Investment Management
d****[email protected]
Chris Johnson
Central Relationship Manager
Greater Denver Area
Central Relationship Manager
Investment Solutions Representative
Financial Advisor Associate
Personal Banker
Financial Advisor
Colorado State University
Recommendations: 0
Series 6
Finance
Banking
Consumer Lending
Small Business Lending
Loan Origination
Building Relationships
Series 7
h****[email protected]
Bill Shriver, CFA, CFP
President and Chief Investment Officer
Greater Denver Area
President and Chief Investment Officer
Managing Partner
Executive Vice President
Financial Advisor
Marketing/Business Manager
Group Marketing Manager
Product Manager
University of Colorado Denver
Stanford University
United States Military Academy at West Point
Recommendations: 0
Portfolio Management
Investments
Estate Planning
Insurance
Investment Management
Strategic Financial...
Investment Banking
Management
b****[email protected]
Nepeta Godec
Senior Financial Associate of The Evans Group
Greater Denver Area
Senior Financial Associate of The Evans Group
Financial Advisor
Senior Financial Consultant
Branch Manager
Operations Manager
Branch Liaison
Operations Manager
Assistant Operations Manager
Operations Associate
Recommendations: 0
n****[email protected]
George Ibarra
Senior Implementation Consultant
Greater Denver Area
Senior Implementation Consultant
Consultant
Retired
Business Application Manager
Financial Advisor
University of Denver - Daniels College of Business
Carleton College
Cherry Creek High School
Recommendations: 0
Accounting
SaaS
Software Implementation
Enterprise Software
NetSuite
Professional Services
ERP
Cloud Computing
g****[email protected]
Aaron Hersch, CFP®, CPA, AICPA-PFS
Principal
Greater Denver Area
Principal
Financial Advisor
President
University of Colorado at Boulder
College for Financial Planning
Recommendations: 0
Mutual Funds
Retirement Planning
Investment Strategies
Financial Advisory
Strategic Financial...
Financial Services
Series 7
Alternative Investments
a*****@assetsandincome.com
a****[email protected]
Jonathan Lore
Financial Advisor
Greater Denver Area
Financial Advisor
Sr. Wealth Strategy Associate
Sr. Registered Client Service Associate
Branch Service Associate
University of Kansas
Recommendations: 0
j****[email protected]
Todd Honderd
Vice President, Strategic Accounts
Greater Denver Area
Vice President, Strategic Accounts
Vice President, Relationship Management
Director, Client Relationship Management
Relationship Manager
Solutions Consultant
Financial Advisor
Advisor
Stanford University Graduate School of Business
Indiana University Bloomington
Recommendations: 0
Account Management
Sales Management
Customer Loyalty
Enterprise Software
Team Leadership
Asset Management
Customer Relations
Asset Managment
t****[email protected]
t****[email protected]
Rick Batenburg
Financial Advisor
Greater Denver Area
Financial Advisor
Nichols College
Recommendations: 0
r****[email protected]
Kip C. Hertzenberg, CRPC®
Financial Advisor
Greater Denver Area
Financial Advisor
Colorado State University
North Dakota State University
The University of Montana
Recommendations: 0
k****[email protected]
Andrew Albrecht, CLU®, ChFC®, RICP®,CASL®,CLTC
Financial Advisor
Greater Denver Area
Financial Advisor
Banking Sales Representative
American College
Metropolitan State University of Denver
Dakota Ridge
Recommendations: 0
a****[email protected]
Jessica Beck, CFP®
Senior Financial Advisor
Greater Denver Area
Senior Financial Advisor
Financial Advisor
Financial Representative
Marketing Internship
University of Colorado at Colorado Springs
Metropolitan State University of Denver
Recommendations: 0
Strategic Financial Planning
Financial Services
Series 7
Finance
Investments
Life Insurance
Financial Analysis
Retirement
j*****@ent.com
David Link
Founder & Managing Director
Greater Denver Area
Founder & Managing Director
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
The Tuck School of Business at Dartmouth
Franklin & Marshall College
Cherry Creek High School
Recommendations: 0
Entrepreneurship
Venture Capital
Start-ups
Strategy
Private Equity
Investments
Portfolio Management
Sustainability
b****[email protected]
Mark Fuhrman
Wealth Advisor
Greater Denver Area
Wealth Advisor
Financial Advisor
Financial Advisor
University of Denver - Daniels College of Business
Ohio Wesleyan University
Recommendations: 0
Financial Services
Banking
Financial Planning
Financial Advisory
Wealth Management
Microsoft Office
Small Business
Estate Planning
m****[email protected]
Mike Nekoorad CFP® CLU®
Builder General Agent
Greater Denver Area
Builder General Agent
Financial Advisor
General Sales Manager
Processing center
The American College
Lipscomb University
Recommendations: 0
Estate Planning
Retirement Planning
Asset Allocation
Long Term Care
Insurance
Long-term Care
Disability Insurance
Fixed Annuities
m****[email protected]
Josh Young, AAMS®
Financial Advisor
Greater Denver Area
Financial Advisor
Recruiting Leader
Colorado State University
College for Financial Planning
Recommendations: 0
Financial Advisory
401k Rollovers
Financial Planning
IRAs
Investments
Mutual Funds
Retirement
Retirement Planning
j****[email protected]
Alisa Fielding
MBA in Finance
Greater Denver Area
MBA in Finance
Accounting Supervisor
Financial Advisor
Stock Broker
Bookkeeper
University of Denver - Daniels College of Business
University of California, San Diego
Metropolitan State College of Denver
Financial Industry Regulatory Authority (FINRA)
Recommendations: 0
Financial Analysis
Investments
Leadership
Financial Modeling
Portfolio Management
Strategic Planning
Bookkeeping
Bank Reconciliation
i****[email protected]
Matt CFP®
Wealth Advisor
Greater Denver Area
Wealth Advisor
Wealth Management Advisor
Investment Advisor
Financial Advisor
Director, Investments
DePaul University - Charles H. Kellstadt Graduate School of Business
Northern Illinois University
Recommendations: 0
Wealth Management
Alternative Investments
Asset Allocation
Investments
Retirement Planning
Portfolio Management
Estate Planning
Asset Management
m****[email protected]
Mark Starosciak, CFP®
DISCLAIMER
Greater Denver Area
DISCLAIMER
Managing Partner
Special Advisor - Financial Markets
Co-founder
member
member
Asst. Vice President
Past President
Financial Advisor
Consultant
Consultant
University of Michigan-Dearborn
University of Michigan
Dearborn Divine Child
Recommendations: 0
m*****@infiniumadvisors.com
Marilyn S. Weaver, PhD, CFP
Vice President
Greater Denver Area
Vice President
Financial Advisor
University of Denver
University of Oklahoma
The University of Texas at Austin
Recommendations: 0
Retirement
Series 7
Retirement Planning
Municipal Bonds
Customer Service
IRAs
401k
Asset Allocation
m****[email protected]
Caroline Kirkland
Financial Advisor
Greater Denver Area
Financial Advisor
Chapman University
Recommendations: 0
c****[email protected]
Jessica Tai
Financial Advisor
Greater Denver Area
Financial Advisor
Senior Corporate Recruiter
Inroads Intern - Finance
Financial Representative Intern
Inroads Intern - Management
University of Colorado Boulder
Colorado State University
Recommendations: 0
j****[email protected]
Christian Baca
Associate
Greater Denver Area
Associate
Financial Advisor
AmeriCorps Member
Internship
Corporate Intern
Wake Forest University
Recommendations: 0
Research
Financial Analysis
Data Analysis
Coaching
Microsoft Excel
Financial Modeling
PowerPoint
Microsoft Office
b****[email protected]
John Winslow
Managing Partner
Greater Denver Area
Managing Partner
Senior Financial Advisor
Senior Investment Consultant
Indiana University - Kelley School of Business
Recommendations: 0
Investments
Asset Management
Portfolio Management
Finance
Wealth Management
Management
Alternative Investments
Series 7
j****[email protected]
Jordan Youngblade
Financial Advisor
Greater Denver Area
Financial Advisor
Yoga Instructor
Financial Representative
Client Relationship Coordinator
Marketing Intern
University of Colorado at Boulder - Leeds School of Business
CIEE Barcelona Business and Culture
Recommendations: 0
Marketing
Public Speaking
PowerPoint
Facebook
Social Networking
Organizational Capability
Microsoft Office
Microsoft Excel
j****[email protected]
j****[email protected]
Brent Neese
Executive Director, National Tax-Deferred Savings Association
Greater Denver Area
Executive Director, National Tax-Deferred Savings Association
Senior Vice President, Government Markets
Vice President, Eastern Region
New England Regional Manager
South Florida District Manager
Financial Advisor
Jacksonville University
Recommendations: 0
401k
Series 7
Retirement
FINRA
Mutual Funds
Retirement Planning
Uniform Combined State...
IRAs
b****[email protected]
b****[email protected]
Daniel Barotz
Vice President - Investments
Greater Denver Area
Vice President - Investments
Founder
Financial Adviser
Financial Advisor
Colorado State University
Unique Edge hosted by the Strategic Coach
Recommendations: 0
d****[email protected]
Michael Speer
President/CEO
Greater Denver Area
President/CEO
Executive Vice President/Licensed Financial Advisor
On Air Stock Market Reporter
On Air Stock Market Reporter
Recommendations: 0
Investments
Mutual Funds
Alternative Investments
401k
Fixed Annuities
Retirement
Series 7
Asset Allocation
m****[email protected]
Johnny Kouri
Regional Sales Manager
Greater Denver Area
Regional Sales Manager
Financial Advisor
Fort Lewis College
College for Financial Planning
Legacy High School
Recommendations: 0
j****[email protected]
j****[email protected]
David Provolt
Portfolio Specialist
Greater Denver Area
Portfolio Specialist
Small Business Owner
Client Management Representative
Senior Financial Advisor
Financial Advisor, Assistant Vice President
Financial Consultant
Account Manager
Executive Officer/Helicopter Pilot
University of Colorado Colorado Springs
Brigham Young University
Recommendations: 0
d****[email protected]
Phil Kirshman, CFA, CFP®
Chief Investment Officer
Greater Denver Area
Chief Investment Officer
Account Vice President, Senior Portfolio Manager
Director of Business Development
Portfolio Manager, Associate Vice President
Financial Advisor
University of California, Santa Cruz
The Taft School
Recommendations: 0
p****[email protected]
