Resumes
Resumes
Senior Financial Advisor
View pageLocation:
1099 18Th St, Denver, CO 80401
Industry:
Investment Management
Work:
Transform Wealth
Senior Financial Advisor
Cobiz Wealth A Part of Cobiz
Svp, Senior Portfolio Manager
Colorado Business Bank Jan 2007 - Jun 2011
Senior Vice President
Anb Bank Mar 1998 - Jan 2007
Senior Vice President, Trust Investments
Senior Financial Advisor
Cobiz Wealth A Part of Cobiz
Svp, Senior Portfolio Manager
Colorado Business Bank Jan 2007 - Jun 2011
Senior Vice President
Anb Bank Mar 1998 - Jan 2007
Senior Vice President, Trust Investments
Education:
University of Colorado Denver 2003 - 2005
Master of Business Administration, Masters, Management Penn State University 1983 - 1987
Bachelors, Bachelor of Science, Finance
Master of Business Administration, Masters, Management Penn State University 1983 - 1987
Bachelors, Bachelor of Science, Finance
Skills:
Portfolio Management
Investments
Fixed Income Portfolio Management
Municipal Bonds
Series 65
Wealth Management
Investment Advisory
Investments
Fixed Income Portfolio Management
Municipal Bonds
Series 65
Wealth Management
Investment Advisory
Certifications:
License 173896
Certified Financial Planner Board of Standards, Inc., License 173896
Certified Financial Planner Board of Standards, Inc., License 173896
Svp, Senior Portfolio Manager At Cobiz Investment Management
View pagePosition:
SVP, Senior Portfolio Manager at CoBiz Investment Management
Location:
Greater Denver Area
Industry:
Investment Management
Work:
CoBiz Investment Management - 1099 18th Street, Ste. 3000, Denver, CO 80202 since Jul 2011
SVP, Senior Portfolio Manager
Colorado Business Bank Jan 2007 - Jun 2011
Senior Vice President
American National Bank Mar 1998 - Jan 2007
Senior Vice President, Trust Investments
SVP, Senior Portfolio Manager
Colorado Business Bank Jan 2007 - Jun 2011
Senior Vice President
American National Bank Mar 1998 - Jan 2007
Senior Vice President, Trust Investments
Education:
University of Colorado at Denver 2003 - 2005
MBA, Investment Management Penn State University 1983 - 1987
BS, Finance
MBA, Investment Management Penn State University 1983 - 1987
BS, Finance
Skills:
Portfolio Management
Investments
Fixed Income Portfolio Management
Municipal Bonds
Series 65
Investments
Fixed Income Portfolio Management
Municipal Bonds
Series 65
Gordan Post
View pageLocation:
Greater Denver Area
Industry:
Financial Services