Terrie Martinez, CRPC®

• Nominated for ATHENA award for leadership and community service

  Colorado Women's Chamber of Commerce
  • April 2012

• Volunteer Experience

  • Denver Women's Commissioner

    City and County of Denver

    • Civil Rights and Social Action
    August 2012 – present (10 months)

    The Denver Women's Commission enhances the quality of life in Denver by assisting women in the attainment of equality and full opportunity.

  • Twitter Manager

    The Women's Vision Foundation of Colorado

    January 2012 – November 2012 (11 months)

  • Board Membership

    Denver Hispanic Chamber Education Foundation

    • Economic Empowerment
    October 2011 – November 2012 (1 year 2 months)

    The mission of the Hispanic Chamber Education Foundation is to promote educational achievement, economic advancement & leadership development in the Hispanic community.

  • Board Member

    Mi Casa Resource Center

    • Economic Empowerment
    August 2008 – August 2011 (3 years 1 month)

    Mi Casa Resource Center is a nonprofit organization that provides a continuum of career and business development services to youth and adults. Its programs are designed to help Latinos advance their small businesses and develop their career potential.

• Volunteer Interests

  • Causes I care about:

    • Arts and Culture
    • Economic Empowerment
    • Education

  • Organizations I support:

    • Junior Achievement- Rocky Mountain Inc.
    • Goodwill Industries of Denver
    • Habitat for Humanity International

1. Financial Services
2. Public Speaking
3. Human Resources
4. Leadership
5. Community Outreach
6. Process Improvement
7. Strategic Planning
8. Training
9. Succession Planning
10. Leadership Development
11. Business Development
12. Program Management
13. New Business Development
14. Business Strategy
15. Organizational Development
16. Talent Management
17. Talent Acquisition
18. Recruiting
19. Employee Benefits
20. Benefits Design
21. Retirement Planning
22. Qualified Retirement Plans
23. Investment Strategies
24. Bond Markets
25. Mutual Funds
26. Disability Insurance
27. Life Insurance
28. Health Insurance
29. Non-profits
30. Donor Solicitation
31. Fixed Annuities
32. CRM
33. Series 63
34. Applicant Tracking Systems
35. Onboarding
36. Series 7
37. Retirement
38. Start-ups

View All (38) Skills View Fewer Skills

• Spanish

• Series 6 and 63 licensed

  • FINRA
  • March 2010

• Series 7 & 66

  • Finra
  • January 2011

• CRPC

  • College of Financial Planning
  • December 2011