Clinton Jasperson, Cfp® Cepa® Cka® Ricp® Email & Phone Number

Fort Collins, CO, US

Colorado

As a Wealth Advisor, I have completed advanced education and licensing requirements. That means I can provide comprehensive, customized financial guidance to you. I also have access to a broader array of products to help you address your financial and investment objectives. No matter what your goals, time horizon or risk tolerance level, I can help you.

• My role was dual focused. Primarily, I serviced 14 Taft-Hartley Health and Welfare Trust Funds with membership in CO, CA, AZ, OR, WA, and UT that includes self-funded medical, pension, and dental plans. Additionally, I.
• 100% client retention in 2011, 2012, and 2013.
• Responsible for 23% of all Dental business growth across U.S. in 2012-2013 within a one state territory. Prior to my involvement, we had not won a case within my territory for 3 years.
• Resolving complex service issues and customized client needs (i.e. Developing Client Specific Provider Networks). Particular focus in reviewing complex data and driving tailored solutions to meet health improvement and.
• Present financial analysis, utilization, trend, engagement, and proactive strategy at Board of Trustee meetings.
• Executing cost control and health improvement strategies specific to client needs & capabilities. Specific focus includes increasing more efficient (Urgent Care vs ER) and effective (Credentialed In Network Health Care.

• Created coaching program intervention targeting specific health risks
• Sold and implemented product to two of our largest clients within three months of start date
• Refined and streamlined start-up operations budget to exceed administrative standards
• Project managed accreditations, certifications, and training for wellness program and integration into an accountable care model.
• Awarded employee of the month in November 2009

• I was elected on the campaign promise to implement a governance structure that would strengthen our representation and increase partnership/decision making with the University. Together, we achieved that.
• Relationship building with key stakeholders and decision influencers.
• Overseeing and coaching 5 executive board members and 30+ senators.
• Strategizing and implementing systems to meet organizational needs and streamlining focus
• Organizing and representing the graduate student governing body

• Co-management of residential complex housing 400+
• Established recruitment, training, and evaluation student staff members
• Designed biannual staff orientation and diversity training for 20-100 participants
• Supervised 4 student staff and co-managed operations budget
• Taught and evaluated 6 week staff responsibility preparation class
• Develop anti-racism and anti-sexism training utilizing affinity groups

Leadership

Master Of Education (M.Ed.), Higher Education/Higher Education Administration

Activities and Societies: President’s Campus Leadership Forum, Board of Trustees Selection Committee, Emergency Management Planning.

Bachelor'S Degree, Psychology

Activities and Societies: Sigma Chi, Greek Man of the Year, Omicron Delta Kappa President, Wyoming Student Alumni Association, Alternative.