Senior Instructor
1999-2022
1999-2022
Emeritus
Koelbel 454
Education
- Degree: Ph.D., University of Colorado at Boulder, 1989
- Certified Financial Planner鈩, 1987
Honors & Distinctions:
- Frascona Teaching Award Finalist, 2012, 2013
- Tissone Award for Teaching Innovation & Dedication, Leeds School of Business, 2007
- Recognized by the Aspen Institute/Beyond Grey Pinstripes for integrating social and environmental topics into the teaching of finance, 2006
- Outstanding Leadership Award, American Medical Response, 1995
Professional Affiliations:
- Financial Management Association听 (FMA)
- Financial Planning Association (FPA)
- Financial Education Association (FEA)
Professional Experience:
- Personal Financial Consultant, 2006 - present
- Portfolio Manager and Trustee, Wood Trusts, 1995 - present
- Chief Financial Officer, VP Financial Operations, American Medical Response, 1993-1999
- Partner, General Manager, A-1 Ambulance Companies, 1983 - 1993
Research Interests:
- Financial education advances, personal financial planning, behavioral finance
Teaching Interests:
- Senior Seminar in Finance, Investments and Portfolio Management,
- Introductory Finance, Executive Education
Selected Publications:
- Presentation of 鈥淚mproving Student Learning Experience in Large Finance and Statistics Classes:听 Use of Electronic Clickers鈥 by Stanley A. Martin, Ronald W. Melicher, Thomas C. Nelson, and Lori E. Seward in San Antonio, Texas at the Financial Education Association Annual Conference, April, 2006.
听