Top Investment Analysts in Greater Denver Area
Chris Saxman
Chief Operating Officer
Greater Denver Area
Chief Operating Officer
Managing Director
Mentor
Mentor
Co-Founder / Chapter Head
Board Observer
Advisory Board Member / Corporate Secretary
COO/Managing Director
Co-founder and Chief Financial Officer
Executive Director
Principal
Investment Analyst - Emerging Markets Private Equity
Head Sales/Trader
Money Market Trader
New York University - Stern School of Business
Cornell University
Phillips Exeter Academy
National Outdoor Leadership School
Recommendations: 5
Digital Healthcare
Start-ups
Business Model Development
New Business Set-up
Lean Startups
Team Mentoring
Angel Investing
Venture Capital
Darla Greenwaldt
Principal Managing Broker/Owner
Greater Denver Area
Principal Managing Broker/Owner
Senior Project Manager
Senior Project Controls Manager-National Wireless Office
Director of Real Estate Closings
Chief Financial Analyst
Director of Contract Administration
Director of Services
Investment Analyst, Broker Associate
Broker Associate/Business Manager
University of Colorado Denver
University of Northern Iowa
Recommendations: 3
Argus Modeling
Valuation
Real Estate
Investments
Investment Properties
Property Management
Real Estate Transactions
Contract Negotiation
d****[email protected]
d*****@livegreenercolorado.com
Erika Yost Kumar
Project Manager
Greater Denver Area
Project Manager
Founder
Publications Project Manager
Responsible Investment Analyst
Communications Specialist
Program Coordinator
Communications Assistant
Vassar College
SIT Graduate Institute
Deerfield Academy
Stoneleigh Burnham
Recommendations: 3
International Development
Sustainability
Corporate Social Responsibility
Non-profits
Research
Writing
Social Media
Editing
y****[email protected]
Jason Reuter, CFA
Assistant Vice President
Greater Denver Area
Assistant Vice President
Board of Director, Investment Committee Chair
Assistant Vice President
Financial Analyst - Legal
Jr. Investment Analyst
Senior Fund Analyst
Fund Analyst
University of Denver
Northern Illinois University
Recommendations: 2
Asset Allocation
Mutual Funds
Fixed Income
Equities
Derivatives
Economics
Corporate Governance
Alternative Investments
j****[email protected]
Khalid Morris
Customer Success Team: Technical Project Manager (Cloud Implementation)
Greater Denver Area
Customer Success Team: Technical Project Manager (Cloud Implementation)
Configuration Lab Engineer (Product Development)
Finance EPM Systems Consultant (Enterprise)
Senior Financial Business Analyst
Senior ERP Business Consultant
Functional Business Consultant
Alternative Investment Analyst
Fund Accountant
Fund Administrator
University of Denver
McNeese State University
Tulane University
Recommendations: 2
EPM
Cloud Computing
SaaS
Business Strategy
Strategy
Accounting
Finance
ERP
k****[email protected]
Deirdre Tomlinson
Senior Analyst
Greater Denver Area
Senior Analyst
Investment Analyst
Senior Analyst, Capital Markets Analytics
Intern, Data & Research Team
Intern, Structural Engineering
Intern, Structural Engineering
Intern, Energy and Projects Division
Tufts University
Business Bridge Program at Tuck School of Business, Dartmouth
Recommendations: 1
Data Analysis
Due Diligence
Microsoft Excel
PowerPoint
Capital Markets Analysis
Bloomberg Terminal
Leadership
FactSet
d****[email protected]
Nate Mariner
Second, Third, and Fourth Class Cadet
Greater Denver Area
Second, Third, and Fourth Class Cadet
Pricing Analyst, Marketing Offer Management
Investment Analyst, Corporate Investments
Manager, Financial Planning and Analysis
Intern, The Office of The President
Financial Analyst, Corporate Finance Business Intelligence
University of Notre Dame - Mendoza College of Business
University of Denver - Daniels College of Business
University of Denver - Daniels College of Business
Recommendations: 1
BPO
Crystal Ball
Corporate Finance
Financial Analysis
Financial Reporting
Financial Modeling
Hyperion Enterprise
Hyperion Interactive Reporting
n****[email protected]
Patrick David Hutchinson
Corporate Counsel and Risk Manager
Greater Denver Area
Corporate Counsel and Risk Manager
CEO and Founder
Director of Accounting
Founder and President
District Controller
Expansion/Recruiting Consultant
President and Senior Investment Analyst
Director of Operations
University of Colorado at Denver
University of Denver - Sturm College of Law
Colorado State University
Colorado State University
Loyola Marymount University
Regis Jesuit High School
Recommendations: 1
Leadership
Business
Strategic Planning
Financial Analysis
Social Media
CPA
Legal
Contract Negotiation
p****[email protected]
Bin Fan, CPA, CIA, CAMS
Lead Analyst, Governance & Internal Controls, BSA/AML/CFT
Greater Denver Area
Lead Analyst, Governance & Internal Controls, BSA/AML/CFT
Senior Analyst, Governance & Internal Controls, BSA/AML/CFT
Investment Analyst Intern
Financial Analyst Intern
Project Consultant, Operations and Finance
Internal Audit Supervisor
Associate
University of Denver - Daniels College of Business
Guangdong University of Foreign Studies
Recommendations: 1
Financial Modeling
Financial Analysis
Valuation
Due Diligence
Corporate Finance
DCF
Investments
Investment Banking
w****[email protected]
Mackenzie Jellum
Development Director
Greater Denver Area
Development Director
Development Associate
Asset Manager
Investment Analyst
Junior Associate
Boston University
College of the Holy Cross
Recommendations: 0
m****[email protected]
Greg Wolff
Asset Manager
Greater Denver Area
Asset Manager
Commercial Real Estate Appraiser
Senior Analyst/Commercial Appraiser
Finance Manager
Senior Investment Analyst
Stock Broker/Options Trader
Compliance Officer and Branch Manager
University of Denver - Daniels College of Business
University of Colorado Denver
Trinity University
Recommendations: 0
Valuation
Real Estate
Due Diligence
Financial Modeling
Commercial Real Estate
Real Estate Economics
Asset Managment
Loans
g****[email protected]
Eric Frank
Managing Principal
Greater Denver Area
Managing Principal
Senior Investment Analyst
Acquisitions
Financial Analyst/Project Manager
University of San Diego
Indiana University - Kelley School of Business
Cherry Creek High School
Recommendations: 0
Real Estate
Real Estate Financing
Real Estate Economics
Real Estate Investor
Real Estate Development
Real Estate Negotiating
Real Estate Transactions
Finance
e*****@cardinalgroupinvestments.com
Luke Bagaason, CFA
Investment Analyst
Greater Denver Area
Investment Analyst
Owner/Founder
Equity Research Analyst Intern
Treasury Oversight Intern
Associate
Retirement Consultant
University of Denver - Daniels College of Business
University of Colorado Boulder - Leeds School of Business
Recommendations: 0
Valuation
Financial Reporting
Forecasting
Bloomberg Terminal
Equities
l****[email protected]
Brandon Best, CFA
Investment Analyst
Greater Denver Area
Investment Analyst
Assistant Trust Processor
Research Assistant
Assistant Manager
Manager
University of Colorado Colorado Springs
University of Colorado Colorado Springs
Recommendations: 0
Investments
Investment Strategies
Institutional Investments
Bloomberg
Financial Research
Financial Results
Teamwork
Private Investment
b****[email protected]
Nathalie Brochu
Director - Sales Specialist Media-Communications
Greater Denver Area
Director - Sales Specialist Media-Communications
Founding Member, Principal & Investment Analyst
Managing Partner
VP of Finance, Leads Team
VP Capital Markets & Investor Relations; Executive Leadership Team
Partner, Portfolio Manager & Investment Analyst
Senior Analyst and Portfolio Manager
Vice President - Analyst Equity Research
University at Buffalo School of Management, The State University of New York
University at Buffalo
Saint Michael's College
Recommendations: 0
b****[email protected]
Vic Nigudkar, MBA, CFA, CAIA
Vice President & Senior Investment Analyst
Greater Denver Area
Vice President & Senior Investment Analyst
Senior Research Analyst
Manager Research Consultant
Washington University in St. Louis
Recommendations: 0
Fixed Income
Equities
Finance
Financial Analysis
Bloomberg
Alternative Investments
Investments
Due Diligence
v****[email protected]
Rudge Dickinson CAIA
Senior Investment Analyst
Greater Denver Area
Senior Investment Analyst
Senior Vice President, Director of Research
Corporate Finance/Investor Relations
Hege Fund Equity Research Analyst
Institutional Representative
Southern Methodist University - Cox School of Business
University of Colorado Boulder
Recommendations: 0
r****[email protected]
Andrew Zippan
Sales Executive, Kiodex-Energy & Commodities Risk
Greater Denver Area
Sales Executive, Kiodex-Energy & Commodities Risk
Executive Director
Director of Operations, Canada
Registered Futures and Options Trader/Branch Manager
Investment Analyst
Discount Broker/Account Rep
Canadian Securities Institute
Series 3, Series 30
The University of Western Ontario
Recommendations: 0
Derivatives
Options
Capital Markets
Fixed Income
a****[email protected]
Daniel Winckler
Financial Advisor
Greater Denver Area
Financial Advisor
Investment Analyst
Stockbroker
Lead Teller
Colorado State University
Recommendations: 0
d****[email protected]
d****[email protected]
Cameron Dawkins
Investment Banking Associate
Greater Denver Area
Investment Banking Associate
Senior Financial Analyst, Corporate Strategy & Finance
Investment Banking Associate
Investment Banking Analyst
Investment Analyst Intern
Project Analyst
Summer Intern
University of Denver - Daniels College of Business
University of Denver - Daniels College of Business
Recommendations: 0
Investment Banking
Mergers & Acquisitions
Financial Modeling
Due Diligence
Analysis
Valuation
Corporate Finance
Financial Analysis
d****[email protected]
k****[email protected]
Geoff Selzer, CFA
SVP, Consulting Services
Greater Denver Area
SVP, Consulting Services
Director of Consulting Services
Senior Investment Analyst
CFA Institute
James Madison University
Recommendations: 0
Separately Managed Accounts
Unified Managed Accounts
Wealth Management
Relationship Management
Acquisition Integration
Business Development
Strategic Planning
Mutual Funds
g*****@selzers.com
Joseph Landen, CPA, CFA
Investment Analyst
Greater Denver Area
Investment Analyst
Director
Portfolio Director
Senior Associate
University of Virginia
Roanoke College
Shawnee
Recommendations: 0
j****[email protected]
Kevin Kocsis, AIF
Vice President, Retirement Plan Consultant
Greater Denver Area
Vice President, Retirement Plan Consultant
Investment Analyst
Intern
John Carroll University
Notre Dame-Cathedral Latin
Recommendations: 0
Investments
Retirement
Retirement Planning
401k
Investment Strategies
Mutual Funds
Asset Allocation
Financial Risk
k****[email protected]
Jay Ratterman, CFA
AVP - Portfolio Manager
Greater Denver Area
AVP - Portfolio Manager
Investment Analyst
Performance Reporting Analyst
Back Office Representative
Barista
Investments & Operations Intern
University of Oregon - Charles H. Lundquist College of Business
Regis Jesuit High School
Recommendations: 0
Microsoft Excel
Investments
Financial Services
Accounting
Financial Modeling
Bloomberg
PowerPoint
Financial Analysis
j****[email protected]
Geoff Zimmermann
Senior Analyst - Group Tax Strategy
Greater Denver Area
Senior Analyst - Group Tax Strategy
Tax Associate
Trusts & Estates Associate
Investment Analyst
Northwestern University School of Law
University of Detroit Mercy School of Law
University of Michigan
Recommendations: 0
g****[email protected]
g****[email protected]
Spencer Schomer, CAIA
Regional Director of Advisory Services (Eastern Region)
Greater Denver Area
Regional Director of Advisory Services (Eastern Region)
Vice President - Sales & Marketing
Investment Analyst
Investment Analyst
Claremont McKenna College
CAIA Association
Recommendations: 0
Wealth Management
Alternative Investments
Asset Management
Due Diligence
Financial Modeling
Financial Services
Hedge Funds
Investment Management
s****[email protected]
Nik Wunsch
Senior Project Analyst
Greater Denver Area
Senior Project Analyst
Consultant
Investment Analyst
Financial Advisor Intern
University of Colorado at Boulder - Leeds School of Business
Recommendations: 0
n****[email protected]
Scott Breaux, CFA
Senior Vice President - Investment Manager
Greater Denver Area
Senior Vice President - Investment Manager
Investment Analyst
Vice President, Senior Equity Analyst
Chief Financial Officer
Vice President, Senior Portfolio Manager
Senior Research Analyst, Associate Partner
University of Colorado Denver
University of Louisiana at Lafayette
Recommendations: 0
Portfolio Management
Risk Management
Quantitative Analytics
Investments
Asset Managment
Equities
Equity Research
Asset Allocation
s****[email protected]
Bob Downing, CFA
AVP, Traditional Investments
Greater Denver Area
AVP, Traditional Investments
Director, Investment Research and Due Diligence
Vice President, Senior Investment Analyst
Senior Team Manager - Portfolio Consulting
University of Colorado Denver
University of Nebraska-Lincoln
Recommendations: 0
Mutual Funds
Due Diligence
Asset Allocation
Series 63
Investment Advisory
Alternative Investments
Portfolio Management
Equities
r****[email protected]
Nathan Simons, CFA
Sr. Investment Analyst
Greater Denver Area
Sr. Investment Analyst
Investment Analyst
Summer Intern
Summer Intern
Plant Assistant
Hillsdale College
Recommendations: 0
Bloomberg Terminal
Fixed Income Research
Investments
Microsoft Excel
Crystal Reports
Valuation
Financial Accounting
Accounting
n****[email protected]
Daniel Tetsell
Analyst
Greater Denver Area
Analyst
Investment Analyst
Development Consultant
Discovery & Development/Strategic Planning Intern
Broker
University of Denver
Colorado State University
Recommendations: 0
Leadership
Valuation
Due Diligence
Real Estate
Analysis
Real Estate Economics
Budgets
Disposition
d****[email protected]
Rich Romlin, CFA
Investment Analyst
Greater Denver Area
Investment Analyst
University of Colorado at Boulder - Leeds School of Business
Recommendations: 0
r****[email protected]
Angela M Jantz, MBA
*
Greater Denver Area
*
Professional MBA Student
Consultant
Volunteer
Brokerage Operations Analyst
Private Client Associate
Financial Advisor
Investment Analyst
University of Denver
University of Northern Colorado
Recommendations: 0
FINRA Series 7
FINRA Series 66
Series 7
Investments
Portfolio Management
Mutual Funds
Wealth Management
Securities
a****[email protected]
Jay McAfoos
Financial Representative
Greater Denver Area
Financial Representative
Operations Associate
Investment Analyst
Investment Analyst
University of Colorado at Boulder
Recommendations: 0
Strategic Planning
Banking
PowerPoint
Project Management
Microsoft Word
Investments
Risk Management
Bloomberg
j****[email protected]
Craig Shilhan
Investment Analyst Intern
Greater Denver Area
Investment Analyst Intern
Marketing Director/RTS
Assistant Manager
Metropolitan State University of Denver
Recommendations: 0
Marketing Strategy
Market Development
Sales
Sales Management
Strategic Planning
Marketing
Investments
DCF Valuation
c****[email protected]
