Experience

Rocky Mountain Reserve

• United States
• Financial Services
• 1 - 100 Employee

• Finance Team Lead

  • May 2018 - Present

  Oversee day-to-day Accounting functions and integration of information between company's software products.

• Client Account Manager

  • Sep 2011 - May 2018

  Cafeteria Plan Administration, HSA Administration, HRA Administration. Client Relationship Management.



PayFlex Systems USA, Inc.

• Littleton, Colorado

• Client Account Manager

  • Jan 2007 - Sep 2011

  Cafeteria Plan Account Administration and Client Relationship Management Cafeteria Plan Account Administration and Client Relationship Management



Denver Reserve Corporation

• Littleton, Colorado

• Client Account Manager

  • 2004 - 2006

  Cafeteria Plan Account Administration and Client Relationship Management Cafeteria Plan Account Administration and Client Relationship Management



American Express Financial Advisors

• Salt Lake City, Utah

• Financial Advisor Trainee

  • 2003 - 2003

  Training to become Financial Advisor - Licenses: * Securities (Series 7 - Registered Rep and Series 66 - Investment Advisory Rep) * Utah State Insurance (Life, Accident, & Health). Training to become Financial Advisor - Licenses: * Securities (Series 7 - Registered Rep and Series 66 - Investment Advisory Rep) * Utah State Insurance (Life, Accident, & Health).



Zions First National Bank

• Salt Lake City, Utah

• Commercial Loan Officer

  • 1996 - 2003

  Financial/Credit Analysis for * consumer loans - home refinances, home equity, auto loans, etc. * commercial/business banking and leasing clients Financial/Credit Analysis for * consumer loans - home refinances, home equity, auto loans, etc. * commercial/business banking and leasing clients



First Security Bank Salt Lake City (now Wells Fargo)

• Salt Lake City, Utah

• Credit Analyst

  • 1992 - 1996

  Financial/Credit Analysis for * commercial/business banking clients * commercial/business leasing clients. Financial/Credit Analysis for * commercial/business banking clients * commercial/business leasing clients.



PSI, Intl

• Fairfax, Virginia

• Payroll Administrator

  • 1991 - 1992



Astro Home Improvements and Construction

• Alexandria, Virginia

• Office and Accounting Administrator

  • 1990 - 1991

  All office and accounting function for a small construction firm. All office and accounting function for a small construction firm.



christopher consultants, ltd.

• Fairfax, Virginia

• Payroll and Accounting Assistant

  • 1984 - 1989

  Bookkeeping, Clerical, Payroll, Accounting - 2 years full time, then off and on during college. Bookkeeping, Clerical, Payroll, Accounting - 2 years full time, then off and on during college.