Curt Garner

Curt Garner

Executive Vice President of Finance

Followers of Curt Garner478 followers
location of Curt GarnerArvada, Colorado, United States

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  • Timeline

  • About me

    Financial Advisor | Helping Clients Achieve Financial Freedom & Retirement Goals | Investment Strategies & Retirement Considerations | Husband | Father of 5

  • Education

    • Vanguard University of Southern California

      -
      Business Administration Finance

      Activities and Societies: Baseball

  • Experience

    • Arizona Baptist Children's Services

      Mar 2011 - Feb 2017
      Executive Vice President of Finance

      - Analyzed, forecasted, and planned annual budget for an ECFA accredited non-profit that grew from 5 million to 12 million dollars in revenue during my time with the organization- Managed and mentored a team of five people in all aspects of financial management (payroll, donor management, financial reporting, analysis, forecasting) while maintaining an excellent work environment where I was recognized as a leader in the organization- Established and executed strong financial controls, project tracking, and processes that maintained integrity and saved over 100K annually while helping to increase revenues by 25% year over year- Accountable Executive overseeing compliance to GAAP and IRS standards for non-profit - Acted as the interface to the Board of Directors in all financial matters and provided financial guidance on overall operations to include critical projects Show less

    • Global CHE Network

      Mar 2017 - Dec 2018
      Director Of Development

      - Creatively sought and engaged new donors for financial partnerships. From 2017 to 2018, I worked to double the number of donors and increased financial donations by 100%- Developed from the ground up a development department, where I implemented an annual fundraising plan that included creating a donor database and managing ongoing relationships- Provided strong leadership in the areas of fundraising and finance while building strong relationships with partners

    • Oracle Capital LLC

      Mar 2019 - Aug 2022

      - Manage and organize multiple projects from initial contact through to completion, meeting all deadlines set and exceeding client expectations in a fast paced, team oriented environment - Efficiently model and perform valuation analyses utilizing the discounted cash flow and market multiples methods while taking initiative in solving problems- Critically analyze and understand client financials, emerging trends and potential issues within the economy, and possible pitfalls relating to industry and company specific data from multiple sources Show less

      • Associate

        Jan 2022 - Aug 2022
      • Senior Analyst

        Mar 2019 - Dec 2021
    • Timberline Coffee Company

      Sept 2022 - Jan 2025
      Co-Owner

      - Manage and develop highly productive employees while creating a positive work environment- Maintain compliance with city, state, and federal laws- Maintain business finances which includes: filing sales taxes, weekly deposits, payroll, and producing financial statements ensuring business is in compliance with city, state, and federal lawsManage inventory and purchasing for the business- Analyze all aspects of the business including: revenues, expenses, and cost of goods sold to help improve operations, profitability, and efficiencies within the business Show less

    • Edward Jones

      Nov 2024 - now
      Financial Advisor
  • Licenses & Certifications

    • Series 66

      NASAA
    • Series 7

      FINRA