Financial Planning Association
Description
The Financial Planning Association, is a leadership and advocacy organization based in Denver, Colorado. FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. Founded: 1973 Subsidiary: The Financial Planning Association of Illinois
Financial Planning Association List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Planning Association. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Financial Planning Association Salaries. You can even request information on how much does Financial Planning Association pay if you want to. Learn about salaries, pros and cons of working for Financial Planning Association directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
193 Financial Planning Association employees in database. Find out everything there's to know about Financial Planning Association employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Financial Planning Association Employees
Employee
Years
Job
Industry
Cynthia Hoeppner Cynthia Hoeppner's Financial Planning Association Experience August 1998 - April 2003
Job Office Manager
Industry Environmental Services
Experience
Zapata Incorporated July 2003 - June 2015
Financial Planning Association August 1998 - April 2003
Colorado Department of Revenue December 1996 - August 1998
University of Colorado 1993 - 1996
Skills
Administrative..., Office Administration, Receptionist Duties, Copy Editing, Formatting Documents, Travel Arrangements, Appointment Scheduling, Data Entry, Editing, Invoicing, Technical Writing, Proposal Writing, Environmental Consulting, Environmental Awareness, Microsoft Office, Newsletters, Remediation, Research, Analysis, Public Speaking, Management, Project Management, Microsoft Excel, Administrative...
Education
University of Colorado at Boulder 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Northern Colorado 1987 — 1988
Arvada High School
Arvada High School
Zapata Incorporated July 2003 - June 2015
Financial Planning Association August 1998 - April 2003
Colorado Department of Revenue December 1996 - August 1998
University of Colorado 1993 - 1996
Skills
Administrative..., Office Administration, Receptionist Duties, Copy Editing, Formatting Documents, Travel Arrangements, Appointment Scheduling, Data Entry, Editing, Invoicing, Technical Writing, Proposal Writing, Environmental Consulting, Environmental Awareness, Microsoft Office, Newsletters, Remediation, Research, Analysis, Public Speaking, Management, Project Management, Microsoft Excel, Administrative...
Education
University of Colorado at Boulder 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Northern Colorado 1987 — 1988
Arvada High School
Arvada High School
Michelle Biersner, CMP Michelle Biersner, CMP's Financial Planning Association Experience 2012 - 2012
Job Director of Education and Events at Outdoor Industry Association
Industry Nonprofit Organization Management
Experience
Outdoor Industry Association July 2013 - Present
DragonDev Dragon Consulting, Inc. 2012 - 2013
Financial Planning Association 2012 - 2012
Thomson Reuters 2008 - 2012
International Association of Fire Chiefs 2004 - 2008
VNU Expositions (Nielsen) 2000 - 2004
Convention Management Group January 1997 - May 2001
Marriott International 1992 - 1997
Skills
Event Management &..., Contract Negotiation, Strategic Planning, Education Content..., Budget Management, New Business Development, Personnel Development, Sales and Sponsorship, Budgets, Sales, Marketing Communications, Sponsorship, Marketing, Marketing Strategy, Trade Shows, Personal Development, Business Development, Program Management, Leadership, Negotiation, Salesforce.com, Account Management, Customer Service, Team Building, Logistics, Management, Training, Project Management, Analysis, Integrated Marketing, Event Management, Lead Generation, Product Development, Strategy, Event Planning
Education
University of Northern Iowa 1987 — 1991
BA, Marketing Management
University of London 1988 — 1988
International Student Exchange, International Business
Outdoor Industry Association July 2013 - Present
DragonDev Dragon Consulting, Inc. 2012 - 2013
Financial Planning Association 2012 - 2012
Thomson Reuters 2008 - 2012
International Association of Fire Chiefs 2004 - 2008
VNU Expositions (Nielsen) 2000 - 2004
Convention Management Group January 1997 - May 2001
Marriott International 1992 - 1997
Skills
Event Management &..., Contract Negotiation, Strategic Planning, Education Content..., Budget Management, New Business Development, Personnel Development, Sales and Sponsorship, Budgets, Sales, Marketing Communications, Sponsorship, Marketing, Marketing Strategy, Trade Shows, Personal Development, Business Development, Program Management, Leadership, Negotiation, Salesforce.com, Account Management, Customer Service, Team Building, Logistics, Management, Training, Project Management, Analysis, Integrated Marketing, Event Management, Lead Generation, Product Development, Strategy, Event Planning
Education
University of Northern Iowa 1987 — 1991
BA, Marketing Management
University of London 1988 — 1988
International Student Exchange, International Business
Steve Raymond, CFP® Steve Raymond, CFP®'s Financial Planning Association Experience January 2008 - Present
Job
Industry Financial Services
Experience
Fountainhead Wealth November 2013 - Present
Financial Planning Association January 2008 - Present
Relationship Skills Center (formerly Healthy Marriage Project) March 2011 - Present
The Playmakers February 2011 - Present
Skills
Certified Financial..., Personal Financial..., Wealth Management, Wealth Management..., Strategic Financial..., Financial Planners, Retirement Planning, Retirement, Estate Planning, Investment Strategies, Investment Advisory, Wealth Accumulation, Wealth, Asset Allocation, Financial Advisory, Portfolio Management, Alternative Investments, Securities, Mutual Funds, Finance, Series 7, Series 63, Series 65
Education
University of California, Davis 2008 — 2009
Cetificate Program, Personal Financial Planning
University of Miami - School of Business 2000 — 2002
MBA and MS, Finance and Operations Research, 4.0
University of New Hampshire
University of New Hampshire
Fountainhead Wealth November 2013 - Present
Financial Planning Association January 2008 - Present
Relationship Skills Center (formerly Healthy Marriage Project) March 2011 - Present
The Playmakers February 2011 - Present
Skills
Certified Financial..., Personal Financial..., Wealth Management, Wealth Management..., Strategic Financial..., Financial Planners, Retirement Planning, Retirement, Estate Planning, Investment Strategies, Investment Advisory, Wealth Accumulation, Wealth, Asset Allocation, Financial Advisory, Portfolio Management, Alternative Investments, Securities, Mutual Funds, Finance, Series 7, Series 63, Series 65
Education
University of California, Davis 2008 — 2009
Cetificate Program, Personal Financial Planning
University of Miami - School of Business 2000 — 2002
MBA and MS, Finance and Operations Research, 4.0
University of New Hampshire
University of New Hampshire
R.J. Nashleanas R.J. Nashleanas's Financial Planning Association Experience May 2007 - August 2010
Job
Industry Information Technology and Services
Experience
PorchLight Real Estate Group December 2013 - Present
AORN August 2010 - November 2013
Financial Planning Association May 2007 - August 2010
BrainMatters Inc October 2006 - May 2007
Skills
Databases, Content Management, HTML, SQL, Microsoft SQL Server, Visio, Software Documentation, SSIS, IIS, T-SQL Stored Procedures, Disaster Recovery, Backup & Restore, SQL Server Management..., Data Warehouse..., Data Analysis, iMIS, Business Analysis, SQL Report Writing, SSRS, Ektron Content..., Data Warehousing, Data Cubes, Scrum, Project Management, Microsoft Office, Social Media, Continuous Integration, T-SQL, Stored Procedures, Agile Methodologies, Agile Project Management, Agile Application...
Education
University of Denver 2003 — 2007
BS, Molecular Biology, Digital Media
PorchLight Real Estate Group December 2013 - Present
AORN August 2010 - November 2013
Financial Planning Association May 2007 - August 2010
BrainMatters Inc October 2006 - May 2007
Skills
Databases, Content Management, HTML, SQL, Microsoft SQL Server, Visio, Software Documentation, SSIS, IIS, T-SQL Stored Procedures, Disaster Recovery, Backup & Restore, SQL Server Management..., Data Warehouse..., Data Analysis, iMIS, Business Analysis, SQL Report Writing, SSRS, Ektron Content..., Data Warehousing, Data Cubes, Scrum, Project Management, Microsoft Office, Social Media, Continuous Integration, T-SQL, Stored Procedures, Agile Methodologies, Agile Project Management, Agile Application...
Education
University of Denver 2003 — 2007
BS, Molecular Biology, Digital Media
Karen Trepte's Financial Planning Association Experience 2010 - 2011
Job CEO & founder at GaijinWorks International Business Coaching, Life Coach, and Time Management Expert.
Industry Professional Training & Coaching
Experience
GaijinWorks International Business Coaching January 2014 - Present
University of San Francisco December 2006 - August 2013
Financial Planning Association 2010 - 2011
Farm by the Sea 2003 - 2006
L.T. Construction January 1999 - January 2003
Skills
Team Building, Human Resources, Customer Service, Public Speaking, Social Media, Event Planning, Social Networking, Teaching, Research, Project Management, Nonprofits, Fundraising, Leadership Development, Community Outreach, Entrepreneurship, Non-profits, Business Coaching, Project Planning, Time Management, Business Process..., Training, English, Data Analysis, International Business..., Career Strategist, Holistic, Life Coaching
Education
College of Financial Planning 2012 — 2013
University of San Francisco 2006 — 2010
Master of Business Administration (MBA), Business Administration along with dual Masters of Asia Pacific Studies
University of San Francisco - Masagung Graduate School of Management 2006 — 2010
Master, Business Administration
University of San Francisco, Center for the Pacific Rim 2006 — 2010
Master of Arts, Asia Pacific Studies
University of California, San Diego 1973 — 1975
Bachelor of Arts, Mass Communications
GaijinWorks International Business Coaching January 2014 - Present
University of San Francisco December 2006 - August 2013
Financial Planning Association 2010 - 2011
Farm by the Sea 2003 - 2006
L.T. Construction January 1999 - January 2003
Skills
Team Building, Human Resources, Customer Service, Public Speaking, Social Media, Event Planning, Social Networking, Teaching, Research, Project Management, Nonprofits, Fundraising, Leadership Development, Community Outreach, Entrepreneurship, Non-profits, Business Coaching, Project Planning, Time Management, Business Process..., Training, English, Data Analysis, International Business..., Career Strategist, Holistic, Life Coaching
Education
College of Financial Planning 2012 — 2013
University of San Francisco 2006 — 2010
Master of Business Administration (MBA), Business Administration along with dual Masters of Asia Pacific Studies
University of San Francisco - Masagung Graduate School of Management 2006 — 2010
Master, Business Administration
University of San Francisco, Center for the Pacific Rim 2006 — 2010
Master of Arts, Asia Pacific Studies
University of California, San Diego 1973 — 1975
Bachelor of Arts, Mass Communications
Lance Brink Lance Brink's Financial Planning Association Experience June 2003 - May 2007
Job General Manger at BriefLynx Inc.
Industry Legal Services
Experience
Brief-Lynx Inc. April 2013 - Present
Brief-Lynx Inc. September 2009 - Present
Disaster Restoration Inc August 2007 - January 2009
Financial Planning Association June 2003 - May 2007
Skills
Salesforce.com, Business Development, Marketing, SaaS, Selling, Management, Marketing Communications, Account Management, Marketing Strategy, Strategic Partnerships, Product Marketing, Lead Generation, Sales Process, Email Marketing, New Business Development, Contract Negotiation, Product Development, Product Management, Leadership, Sales, B2B
Education
University of Minnesota Duluth 1990 — 1994
BBA, Business Administration - Marketing
University of Minnesota Duluth 1990 — 1993
Bachelor's of Business Administration, Marketing
Brief-Lynx Inc. April 2013 - Present
Brief-Lynx Inc. September 2009 - Present
Disaster Restoration Inc August 2007 - January 2009
Financial Planning Association June 2003 - May 2007
Skills
Salesforce.com, Business Development, Marketing, SaaS, Selling, Management, Marketing Communications, Account Management, Marketing Strategy, Strategic Partnerships, Product Marketing, Lead Generation, Sales Process, Email Marketing, New Business Development, Contract Negotiation, Product Development, Product Management, Leadership, Sales, B2B
Education
University of Minnesota Duluth 1990 — 1994
BBA, Business Administration - Marketing
University of Minnesota Duluth 1990 — 1993
Bachelor's of Business Administration, Marketing
Lucy Solomon Lucy Solomon's Financial Planning Association Experience December 2011 - October 2013
Job Internal Sales Consultant at Financial Planning Association (FPA)
Industry
Experience
Financial Planning Association (FPA) October 2013 - Present
Financial Planning Association December 2011 - October 2013
Skills
Mutual Funds, Publishing, Financial Services, Copy Editing, Email Marketing, Newsletters, Copywriting, Strategic Communications, Direct Marketing, Microsoft Word, Salesforce.com, Market Research
Education
University of Denver 2007 — 2011
Bachelor's degree, English Language and Literature/Letters
Financial Planning Association (FPA) October 2013 - Present
Financial Planning Association December 2011 - October 2013
Skills
Mutual Funds, Publishing, Financial Services, Copy Editing, Email Marketing, Newsletters, Copywriting, Strategic Communications, Direct Marketing, Microsoft Word, Salesforce.com, Market Research
Education
University of Denver 2007 — 2011
Bachelor's degree, English Language and Literature/Letters
Jessica (Von Duerring) Frazier's Financial Planning Association Experience October 2007 - August 2012
Job Marketing and Communications Manager at Volunteers for Outdoor Colorado
Industry Public Relations and Communications
Experience
Volunteers for Outdoor Colorado June 2014 - Present
Wellbridge August 2012 - May 2014
Embodyment Studios February 2011 - September 2012
Financial Planning Association October 2007 - August 2012
Financial Planning Association April 2008 - May 2010
Financial Planning Association October 2007 - April 2008
The Facility Group October 2006 - June 2007
Clarion newspaper March 2003 - February 2005
Colorado Homes & Lifestyles magazine July 2004 - September 2004
Skills
Copywriting, Social Media, Newsletters, Creative Writing, News Writing, Editing, Pilates, SEO copywriting, Fitness, Marketing, Press Releases, Media Relations, Marketing Communications, Email Marketing, Corporate Communications, SEO, Social Networking, Copy Editing, Public Relations, Advertising, Online Advertising, Web Content, Creative Direction, Content Management, Facebook, Publishing, Leadership, Strategic Communications, Editorial, Barre, Internal Communications, Blogging, Social Media Marketing, Management, Publications, Crisis Communications, Integrated Marketing, Direct Marketing, Online Marketing, Digital Media, Web Content Management, Brand Development
Education
University of Denver 2002 — 2005
B.A., Journalism Studies and Marketing
Volunteers for Outdoor Colorado June 2014 - Present
Wellbridge August 2012 - May 2014
Embodyment Studios February 2011 - September 2012
Financial Planning Association October 2007 - August 2012
Financial Planning Association April 2008 - May 2010
Financial Planning Association October 2007 - April 2008
The Facility Group October 2006 - June 2007
Clarion newspaper March 2003 - February 2005
Colorado Homes & Lifestyles magazine July 2004 - September 2004
Skills
Copywriting, Social Media, Newsletters, Creative Writing, News Writing, Editing, Pilates, SEO copywriting, Fitness, Marketing, Press Releases, Media Relations, Marketing Communications, Email Marketing, Corporate Communications, SEO, Social Networking, Copy Editing, Public Relations, Advertising, Online Advertising, Web Content, Creative Direction, Content Management, Facebook, Publishing, Leadership, Strategic Communications, Editorial, Barre, Internal Communications, Blogging, Social Media Marketing, Management, Publications, Crisis Communications, Integrated Marketing, Direct Marketing, Online Marketing, Digital Media, Web Content Management, Brand Development
Education
University of Denver 2002 — 2005
B.A., Journalism Studies and Marketing
Cheryl Hoeppner Cheryl Hoeppner's Financial Planning Association Experience 2000 - 2000
Job Content Editor at The CE Shop, Inc.
Industry Education Management
Experience
The CE Shop, Inc. March 2015 - Present
Westwood College October 2009 - October 2014
Media Business Corp March 2005 - January 2009
Kamlet Shepherd 2001 - 2003
Financial Planning Association 2000 - 2000
Institute of Certified Financial Planners 1997 - 2000
Salida Mountain Mail 1993 - 1995
Skills
Instructional Design, E-Learning, Wordpress, Adult Education, Social Media, Social Networking, Press Releases, Blogging, Advertising, HTML, Content Management, WordPress, Research, Training, Public Speaking, Adobe Creative Suite, Proofreading, Multimedia, Editorial, Creative Writing, Enrollment Management, Editing
Education
University of Northern Colorado 1988 — 1992
BA, Journalism -- News Editorial, History
The CE Shop, Inc. March 2015 - Present
Westwood College October 2009 - October 2014
Media Business Corp March 2005 - January 2009
Kamlet Shepherd 2001 - 2003
Financial Planning Association 2000 - 2000
Institute of Certified Financial Planners 1997 - 2000
Salida Mountain Mail 1993 - 1995
Skills
Instructional Design, E-Learning, Wordpress, Adult Education, Social Media, Social Networking, Press Releases, Blogging, Advertising, HTML, Content Management, WordPress, Research, Training, Public Speaking, Adobe Creative Suite, Proofreading, Multimedia, Editorial, Creative Writing, Enrollment Management, Editing
Education
University of Northern Colorado 1988 — 1992
BA, Journalism -- News Editorial, History
David Jeans David Jeans's Financial Planning Association Experience May 2002 - May 2007
Job Account Manager at Timeless Communications
Industry Publishing
Experience
Timeless Communications September 2013 - Present
Allied Media - Hearing Review and Hearing Review Products May 2008 - November 2012
Energy Central May 2007 - April 2008
Financial Planning Association May 2002 - May 2007
Primedia Business - RF Design Magazine January 1997 - January 2002
Skills
Sponsorship, Online Advertising, Databases, Advertising, B2B, Advertising Sales, New Business Development, Newsletters, Sales, Publishing, Integrated Marketing, Email Marketing, Digital Media, Selling, Direct Marketing, Marketing Communications, Social Media Marketing, Media Relations, Lead Generation, Marketing Strategy, Social Media, Marketing, Social Networking, Market Research, Digital Marketing, Sales Process, Online Marketing, Marketing Management, Event Management, Trade Shows, New Media, Custom Publishing, Brand Management, Direct Mail, Management, Sales Operations, Leadership, Cold Calling, Strategic Partnerships, Account Management, Copywriting, SEO, SEM, CRM, Salesforce.com, B2B Marketing, Content Management, Public Relations, Sales Presentations, Brand Development
Education
University of California, Los Angeles
BS, Psychology
UCLA
Bachelor's Degree in Psychology, Psychology
Timeless Communications September 2013 - Present
Allied Media - Hearing Review and Hearing Review Products May 2008 - November 2012
Energy Central May 2007 - April 2008
Financial Planning Association May 2002 - May 2007
Primedia Business - RF Design Magazine January 1997 - January 2002
Skills
Sponsorship, Online Advertising, Databases, Advertising, B2B, Advertising Sales, New Business Development, Newsletters, Sales, Publishing, Integrated Marketing, Email Marketing, Digital Media, Selling, Direct Marketing, Marketing Communications, Social Media Marketing, Media Relations, Lead Generation, Marketing Strategy, Social Media, Marketing, Social Networking, Market Research, Digital Marketing, Sales Process, Online Marketing, Marketing Management, Event Management, Trade Shows, New Media, Custom Publishing, Brand Management, Direct Mail, Management, Sales Operations, Leadership, Cold Calling, Strategic Partnerships, Account Management, Copywriting, SEO, SEM, CRM, Salesforce.com, B2B Marketing, Content Management, Public Relations, Sales Presentations, Brand Development
Education
University of California, Los Angeles
BS, Psychology
UCLA
Bachelor's Degree in Psychology, Psychology
Laura Garrison-Brook Laura Garrison-Brook's Financial Planning Association Experience February 2010 - January 2015
Job President & CEO at Engaging Communities Consulting
Industry Nonprofit Organization Management
Experience
Engaging Communities Consulting January 2015 - Present
Financial Planning Association February 2010 - January 2015
Financial Planning Association February 1998 - January 2015
FPA 1998 - May 2010
Skills
Strategic Financial..., Social Networking, Nonprofits, Coaching, Personal Finance, Financial Planners, International Relations, Leadership, Community Development, Non-profits, Public Speaking, Association Management, Strategic Planning, Investment Management, Financial Advisory, Entrepreneurship, Retirement Planning, Investment Advisory, Wealth Management, Social Media Marketing, Business Strategy, Risk Management, Business Planning
Education
University at Albany 1993 — 1995
East Asian Studies, Japanese
Engaging Communities Consulting January 2015 - Present
Financial Planning Association February 2010 - January 2015
Financial Planning Association February 1998 - January 2015
FPA 1998 - May 2010
Skills
Strategic Financial..., Social Networking, Nonprofits, Coaching, Personal Finance, Financial Planners, International Relations, Leadership, Community Development, Non-profits, Public Speaking, Association Management, Strategic Planning, Investment Management, Financial Advisory, Entrepreneurship, Retirement Planning, Investment Advisory, Wealth Management, Social Media Marketing, Business Strategy, Risk Management, Business Planning
Education
University at Albany 1993 — 1995
East Asian Studies, Japanese
John Sestina John Sestina's Financial Planning Association Experience January 1970 - Present
Job Founder at National Association of Personal Financial Advisors
Industry Financial Services
Experience
National Association of Personal Financial Advisors January 1974 - Present
Financial Planning Association January 1970 - Present
John E Sestina and Company January 1965 - Present
John E. Sestina and Company January 1965 - Present
Sestina Enterprises Inc 1980 - 2015
Skills
Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Portfolio Management, Investments, Estate Planning, Personal Finance, Financial Planners, Certified Financial..., Personal Financial..., Wealth, Wealth Management, Pensions, Leadership, Insurance, Investment Advisory, Asset Allocation, Business Analysis, Wealth Management..., 401k, Investment Strategies, Trusts, Asset, Small Business, Finance, IRAs, Employee Benefits, High Net Worth..., Asset Protection, Business Strategy, Management, Asset Management, Fixed Annuities, Life Insurance, Long-term Care, Mutual Funds, Securities, Alternative Investments, Risk Management, Training, Business Intelligence, Series 7, Business Planning, Wealth Accumulation, Savings, Investment Management, Business Process..., Disability Insurance, Bonds
Education
American College, Bryn Mawr 1980 — 1981
MSFS, Financial Services
University of Dayton
BS, Education
National Association of Personal Financial Advisors January 1974 - Present
Financial Planning Association January 1970 - Present
John E Sestina and Company January 1965 - Present
John E. Sestina and Company January 1965 - Present
Sestina Enterprises Inc 1980 - 2015
Skills
Strategic Financial..., Retirement Planning, Retirement, Financial Advisory, Portfolio Management, Investments, Estate Planning, Personal Finance, Financial Planners, Certified Financial..., Personal Financial..., Wealth, Wealth Management, Pensions, Leadership, Insurance, Investment Advisory, Asset Allocation, Business Analysis, Wealth Management..., 401k, Investment Strategies, Trusts, Asset, Small Business, Finance, IRAs, Employee Benefits, High Net Worth..., Asset Protection, Business Strategy, Management, Asset Management, Fixed Annuities, Life Insurance, Long-term Care, Mutual Funds, Securities, Alternative Investments, Risk Management, Training, Business Intelligence, Series 7, Business Planning, Wealth Accumulation, Savings, Investment Management, Business Process..., Disability Insurance, Bonds
Education
American College, Bryn Mawr 1980 — 1981
MSFS, Financial Services
University of Dayton
BS, Education
David Dickens, CFP® David Dickens, CFP®'s Financial Planning Association Experience 2007 - Present
Job Internal Wholesaler at John Hancock RPS
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) March 2012 - Present
Financial Planning Association 2007 - Present
Financial Network Associates June 2010 - February 2012
White Horse Advisors August 2008 - March 2010
SunTrust Bank January 2008 - May 2008
Skills
Financial Planning, Wealth Management, Financial Analysis, Retirement Planning, Certified Financial..., Series 7, Series 66
Education
The University of Georgia 2003 — 2007
Bachelor of Science, Family Financial Planning
Wheeler High School
John Hancock Life Insurance Company (U.S.A.) March 2012 - Present
Financial Planning Association 2007 - Present
Financial Network Associates June 2010 - February 2012
White Horse Advisors August 2008 - March 2010
SunTrust Bank January 2008 - May 2008
Skills
Financial Planning, Wealth Management, Financial Analysis, Retirement Planning, Certified Financial..., Series 7, Series 66
Education
The University of Georgia 2003 — 2007
Bachelor of Science, Family Financial Planning
Wheeler High School
Jennifer de Thomas, CFP® Jennifer de Thomas, CFP®'s Financial Planning Association Experience March 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
New Outlook Financial, LLC March 2012 - Present
Financial Planning Association March 2011 - Present
Financial Planning Association January 2013 - January 2014
Growing Gardens 2014 - 2014
Beacon Rock Partners June 2006 - February 2012
contract 1999 - January 2010
ROI Portland May 2009 - 2010
Business Wire 2005 - 2006
Business Wire December 1998 - June 2004
Skills
Database Development, Financial Planning, Financial Modeling, Strategic Financial..., Databases, Strategy, Portfolio Management, Editing, Press Releases, Public Relations
Education
University of Portland 2010 — 2010
Pamplin School of Business, Executive Certificate in Financial Planning (CFP)
The University of Memphis 1992 — 1998
BS, Professional/Technical Writing
New Outlook Financial, LLC March 2012 - Present
Financial Planning Association March 2011 - Present
Financial Planning Association January 2013 - January 2014
Growing Gardens 2014 - 2014
Beacon Rock Partners June 2006 - February 2012
contract 1999 - January 2010
ROI Portland May 2009 - 2010
Business Wire 2005 - 2006
Business Wire December 1998 - June 2004
Skills
Database Development, Financial Planning, Financial Modeling, Strategic Financial..., Databases, Strategy, Portfolio Management, Editing, Press Releases, Public Relations
Education
University of Portland 2010 — 2010
Pamplin School of Business, Executive Certificate in Financial Planning (CFP)
The University of Memphis 1992 — 1998
BS, Professional/Technical Writing
Sam H. Fawaz Sam H. Fawaz's Financial Planning Association Experience 2001 - 2010
Job President, Y.D. Financial Services, Inc.
Industry Financial Services
Experience
National Association of Personal Financial Advisors 2007 - Present
Y.D. Financial Services, Inc. January 1985 - Present
Financial Planning Association 2001 - 2010
Starfire Investment Advisers, Inc. March 2004 - January 2008
Canton Chamber of Commerce 2003 - 2007
Haas Financial Services 2004 - 2004
PricewaterhouseCoopers 2001 - 2002
Arthur Andersen 1997 - 2001
Price Waterhouse 1985 - 1997
Education
Walsh College 1986 — 1990
MST, Taxation
University of Michigan-Dearborn 1980 — 1985
BBA, Accounting
National Association of Personal Financial Advisors 2007 - Present
Y.D. Financial Services, Inc. January 1985 - Present
Financial Planning Association 2001 - 2010
Starfire Investment Advisers, Inc. March 2004 - January 2008
Canton Chamber of Commerce 2003 - 2007
Haas Financial Services 2004 - 2004
PricewaterhouseCoopers 2001 - 2002
Arthur Andersen 1997 - 2001
Price Waterhouse 1985 - 1997
Education
Walsh College 1986 — 1990
MST, Taxation
University of Michigan-Dearborn 1980 — 1985
BBA, Accounting
Jessica Sodman's Financial Planning Association Experience November 2011 - January 2013
Job Manager, Strategic Alliances at Financial Planning Association (FPA)
Industry Financial Services
Experience
Financial Planning Association (FPA) January 2013 - Present
Financial Planning Association November 2011 - January 2013
Ann Taylor Retail August 2009 - November 2011
ITAGroup August 2008 - April 2011
Wells Fargo May 2008 - August 2008
University of Northern Iowa August 2007 - May 2008
Collins Community Credit Union May 2005 - August 2007
Skills
Employee Engagement, Development of..., Email Marketing, Delivering Results, Invoicing, Client Relationship..., Account Management, Program Management, Budgets, CRM, Competitive Analysis, Marketing Communications, Marketing, Training, Strategic Partnerships, Leadership, Marketing Strategy, Management, Market Planning, Customer Service, Strategy, Sales, Event Management
Education
University of Northern Iowa 2004 — 2008
BA, Marketing, Sales and Advertising, Minor in Psychology
Institut Superieur du Commerce - Paris 2007 — 2007
MBA Seminar: International Business, Luxury Brand Management, International Marketing
Kennedy High School 2000 — 2004
Financial Planning Association (FPA) January 2013 - Present
Financial Planning Association November 2011 - January 2013
Ann Taylor Retail August 2009 - November 2011
ITAGroup August 2008 - April 2011
Wells Fargo May 2008 - August 2008
University of Northern Iowa August 2007 - May 2008
Collins Community Credit Union May 2005 - August 2007
Skills
Employee Engagement, Development of..., Email Marketing, Delivering Results, Invoicing, Client Relationship..., Account Management, Program Management, Budgets, CRM, Competitive Analysis, Marketing Communications, Marketing, Training, Strategic Partnerships, Leadership, Marketing Strategy, Management, Market Planning, Customer Service, Strategy, Sales, Event Management
Education
University of Northern Iowa 2004 — 2008
BA, Marketing, Sales and Advertising, Minor in Psychology
Institut Superieur du Commerce - Paris 2007 — 2007
MBA Seminar: International Business, Luxury Brand Management, International Marketing
Kennedy High School 2000 — 2004
Elle Dolbeare Elle Dolbeare's Financial Planning Association Experience January 2013 - May 2013
Job Client Service Manager at Moneta Group; Job Coach at Mission: St. Louis
Industry Investment Management
Experience
Mission: St. Louis September 2014 - Present
Moneta Group June 2013 - Present
Financial Planning Association January 2013 - May 2013
Commerce Bank August 2011 - May 2013
MU Extension: VITA program December 2012 - April 2013
Skills
Microsoft Office, Spanish, Strategic Financial..., Insurance, Branch Banking, Outstanding Customer..., Adobe Creative Suite, Customer Service, Risk Management, Wealth Management
Education
University of Missouri-Columbia 2009 — 2013
BS, BA, Personal Financial Management Services, Spanish
Mission: St. Louis September 2014 - Present
Moneta Group June 2013 - Present
Financial Planning Association January 2013 - May 2013
Commerce Bank August 2011 - May 2013
MU Extension: VITA program December 2012 - April 2013
Skills
Microsoft Office, Spanish, Strategic Financial..., Insurance, Branch Banking, Outstanding Customer..., Adobe Creative Suite, Customer Service, Risk Management, Wealth Management
Education
University of Missouri-Columbia 2009 — 2013
BS, BA, Personal Financial Management Services, Spanish
Evan Monez Evan Monez's Financial Planning Association Experience June 2012 - September 2012
Job Attorney at Montgomery Purdue Blankinship & Austin
Industry Law Practice
Experience
Montgomery Purdue Blankinship & Austin PLLC June 2015 - Present
Low Income Taxpayer Clinic at University of Washington School of Law September 2014 - June 2015
Texas RioGrande Legal Aid January 2014 - May 2014
University of Texas School of Law June 2012 - May 2014
Mediation Clinic, University of Texas School of Law August 2013 - December 2013
Texas RioGrande Legal Aid July 2013 - August 2013
Financial Planning Association June 2012 - September 2012
Skills
Tax Law, Tax Controversy, Tax Preparation, Legal Research, Legal Writing, Public Policy, Research, Mediation, Analysis, Westlaw, Editing, Estate Planning
Education
University of Washington 2014 — 2015
Master of Laws (LL.M.), Taxation
The University of Texas School of Law 2011 — 2014
Doctor of Law (J.D.), Law, 3L
University of Virginia 2005 — 2008
BA, English, Philosophy
Stone Bridge High School 2001 — 2005
Montgomery Purdue Blankinship & Austin PLLC June 2015 - Present
Low Income Taxpayer Clinic at University of Washington School of Law September 2014 - June 2015
Texas RioGrande Legal Aid January 2014 - May 2014
University of Texas School of Law June 2012 - May 2014
Mediation Clinic, University of Texas School of Law August 2013 - December 2013
Texas RioGrande Legal Aid July 2013 - August 2013
Financial Planning Association June 2012 - September 2012
Skills
Tax Law, Tax Controversy, Tax Preparation, Legal Research, Legal Writing, Public Policy, Research, Mediation, Analysis, Westlaw, Editing, Estate Planning
Education
University of Washington 2014 — 2015
Master of Laws (LL.M.), Taxation
The University of Texas School of Law 2011 — 2014
Doctor of Law (J.D.), Law, 3L
University of Virginia 2005 — 2008
BA, English, Philosophy
Stone Bridge High School 2001 — 2005
Lisa Platz, CBC's Financial Planning Association Experience 2013 - 2013
Job Integrated Marketing | Demand Generation | Revenue Transformation
Industry Marketing and Advertising
Experience
Intelligent Demand January 2014 - Present
Financial Planning Association 2013 - 2013
Karsh\Hagan March 2011 - November 2012
Business Marketing Association of Colorado May 2010 - May 2012
Associated General Contractors of Colorado 2010 - 2010
Republic Financial Corporation 2007 - 2009
Exclusive Resorts 2005 - 2005
Brozena, Ripley & Partners aquired by gyro 2001 - 2004
Skills
Email Marketing, Lead Generation, Digital Marketing, SEO, Multi-channel Marketing, Direct Marketing, Marketing Management, Marketing Communications, Market Research, Integrated Marketing, Marketing Strategy, Brand Development, Start-ups, Marketing, Advertising, Digital Strategy, Analytics, Business Development, Social Media Marketing, Market Planning, Online Advertising, B2B Marketing, Strategy, CRM, Interactive Marketing, Product Marketing, Social Media, B2B, Online Marketing, PPC, Copywriting, Leadership, Management, Direct Mail, Strategic Planning, Mobile Marketing, SEM, Newsletters, Demand Generation, Customer Acquisition, Mobile Devices, Competitive Analysis, Media Planning, Segmentation, Brand Awareness, Relationship Marketing, Marketing Automation, Web Analytics, Marketing Research
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2008
Certificate, Finance & Accounting
Western State Colorado University
BA, Finance & Economics
Intelligent Demand January 2014 - Present
Financial Planning Association 2013 - 2013
Karsh\Hagan March 2011 - November 2012
Business Marketing Association of Colorado May 2010 - May 2012
Associated General Contractors of Colorado 2010 - 2010
Republic Financial Corporation 2007 - 2009
Exclusive Resorts 2005 - 2005
Brozena, Ripley & Partners aquired by gyro 2001 - 2004
Skills
Email Marketing, Lead Generation, Digital Marketing, SEO, Multi-channel Marketing, Direct Marketing, Marketing Management, Marketing Communications, Market Research, Integrated Marketing, Marketing Strategy, Brand Development, Start-ups, Marketing, Advertising, Digital Strategy, Analytics, Business Development, Social Media Marketing, Market Planning, Online Advertising, B2B Marketing, Strategy, CRM, Interactive Marketing, Product Marketing, Social Media, B2B, Online Marketing, PPC, Copywriting, Leadership, Management, Direct Mail, Strategic Planning, Mobile Marketing, SEM, Newsletters, Demand Generation, Customer Acquisition, Mobile Devices, Competitive Analysis, Media Planning, Segmentation, Brand Awareness, Relationship Marketing, Marketing Automation, Web Analytics, Marketing Research
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2008
Certificate, Finance & Accounting
Western State Colorado University
BA, Finance & Economics
Trudy Turner, CPA/PFS, CFP® Trudy Turner, CPA/PFS, CFP®'s Financial Planning Association Experience 2000 - 2015
Job Dallas Area Financial Planning & Wealth Management Professional, Mass Affluent & High Net Worth, Collaborative Divorce
Industry Financial Services
Experience
United Capital Financial Advisors September 2015 - Present
Robertson Griege & Thoele 2005 - 2015
Financial Planning Association 2000 - 2015
Rench & Muir Financial Advisors 2000 - 2005
Deloitte 1997 - 2000
Skills
Wealth Management, Financial Planners, Financial Advisory, Personal Finance, Strategic Financial..., Investment Management, Retirement Planning, Estate Planning, Investments, Investment Advisory, Family Office
Education
University of North Texas 1994 — 1997
Masters, Accountancy, Taxation
University of Virginia 1986 — 1989
Bachelors, Commerce, Finance
Nurnberg American High School 1982 — 1984
High School, Class Valedictorian
United Capital Financial Advisors September 2015 - Present
Robertson Griege & Thoele 2005 - 2015
Financial Planning Association 2000 - 2015
Rench & Muir Financial Advisors 2000 - 2005
Deloitte 1997 - 2000
Skills
Wealth Management, Financial Planners, Financial Advisory, Personal Finance, Strategic Financial..., Investment Management, Retirement Planning, Estate Planning, Investments, Investment Advisory, Family Office
Education
University of North Texas 1994 — 1997
Masters, Accountancy, Taxation
University of Virginia 1986 — 1989
Bachelors, Commerce, Finance
Nurnberg American High School 1982 — 1984
High School, Class Valedictorian
Marilyn Wilson Marilyn Wilson's Financial Planning Association Experience February 2012 - May 2012
Job Operations Specialist at Independent Financial Group LLC
Industry Financial Services
Experience
Independent Financial Group LLC March 2014 - Present
LPL Financial June 2013 - March 2014
Quidel November 2012 - June 2013
Financial Planning Association February 2012 - May 2012
Something Silver June 2011 - April 2012
Skills
Microsoft Excel, Sales, Microsoft Word, Auditing, Marketing, Financial Analysis, Time Management, SAP ERP, Financial Modeling, Financial Statement..., Microsoft Office, Merchandising, Retail, Customer Service, PowerPoint
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Independent Financial Group LLC March 2014 - Present
LPL Financial June 2013 - March 2014
Quidel November 2012 - June 2013
Financial Planning Association February 2012 - May 2012
Something Silver June 2011 - April 2012
Skills
Microsoft Excel, Sales, Microsoft Word, Auditing, Marketing, Financial Analysis, Time Management, SAP ERP, Financial Modeling, Financial Statement..., Microsoft Office, Merchandising, Retail, Customer Service, PowerPoint
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Lauren (Bolinger) Bauer Lauren (Bolinger) Bauer's Financial Planning Association Experience May 2014 - Present
Job Financial Associate at Triad Financial Advisors
Industry Financial Services
Experience
Triad Financial Advisors April 2015 - Present
Financial Planning Association May 2014 - Present
University of Missouri - Columbia January 2014 - Present
Commerce Bank April 2013 - August 2014
Hawthorn Bank January 2011 - April 2013
Skills
Computer Proficiency, Proficient Typing Skills, Cash Handling Experience, Customer Service, Early-stage Startups, Employee Training, Banking, POS, Microsoft Word, Microsoft Excel, PowerPoint, Banking Software, Balancing Budgets, Research, customer relations, Finance, Time Management, Microsoft Office, Financial Planning
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Personal Financial Planning
Jefferson City High School 2009 — 2011
General, General Studies
Triad Financial Advisors April 2015 - Present
Financial Planning Association May 2014 - Present
University of Missouri - Columbia January 2014 - Present
Commerce Bank April 2013 - August 2014
Hawthorn Bank January 2011 - April 2013
Skills
Computer Proficiency, Proficient Typing Skills, Cash Handling Experience, Customer Service, Early-stage Startups, Employee Training, Banking, POS, Microsoft Word, Microsoft Excel, PowerPoint, Banking Software, Balancing Budgets, Research, customer relations, Finance, Time Management, Microsoft Office, Financial Planning
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Personal Financial Planning
Jefferson City High School 2009 — 2011
General, General Studies
Shannon Pike, CFP®'s Financial Planning Association Experience January 2013 - Present
Job Vice President & Senior Financial Advisor at Asset Management Advisors
Industry Financial Services
Experience
Asset Management Advisors, Inc. January 2014 - Present
Financial Planning Association January 2013 - Present
Integra Wealth Advisors, LLC November 2011 - January 2014
Financial Planning Association January 2009 - December 2011
Linscomb & Williams 2006 - 2011
Financial Planning Association (FPA) of Houston January 2004 - December 2009
JPMorganChase 2000 - 2006
Prudential Financial Planning Services 1998 - 1999
BankIllinois 1989 - 1998
Skills
Wealth Management, Retirement Planning, Investment Management, Estate Planning, Personal Financial..., Strategic Financial..., Insurance, Leadership, Investment Advisory, Financial Services, Wealth, Retirement, Financial Advisory, Finance, Banking, High Net Worth..., Mutual Funds, Financial Planners, Financial Planning
Education
University of Houston, C.T. Bauer College of Business
Certified Financial Planner (CFP) Board of Standards - Registered Financial Planning Program
University of Illinois at Urbana-Champaign
BS, Consumer Economics with Financial Planning concentration
American Bankers Association - American Institute of Banking
Banking
Asset Management Advisors, Inc. January 2014 - Present
Financial Planning Association January 2013 - Present
Integra Wealth Advisors, LLC November 2011 - January 2014
Financial Planning Association January 2009 - December 2011
Linscomb & Williams 2006 - 2011
Financial Planning Association (FPA) of Houston January 2004 - December 2009
JPMorganChase 2000 - 2006
Prudential Financial Planning Services 1998 - 1999
BankIllinois 1989 - 1998
Skills
Wealth Management, Retirement Planning, Investment Management, Estate Planning, Personal Financial..., Strategic Financial..., Insurance, Leadership, Investment Advisory, Financial Services, Wealth, Retirement, Financial Advisory, Finance, Banking, High Net Worth..., Mutual Funds, Financial Planners, Financial Planning
Education
University of Houston, C.T. Bauer College of Business
Certified Financial Planner (CFP) Board of Standards - Registered Financial Planning Program
University of Illinois at Urbana-Champaign
BS, Consumer Economics with Financial Planning concentration
American Bankers Association - American Institute of Banking
Banking
Nicole Durham Nicole Durham's Financial Planning Association Experience 1997 - 2005
Job Marketing Director at Enertia Software
Industry Oil & Energy
Experience
Enertia Software January 2013 - Present
Oil & Gas Financial Journal May 2008 - January 2013
PennWell March 2005 - May 2008
Financial Planning Association 1997 - 2005
Skills
Marketing, Advertising, Sales, Relationship Management, Corporate Branding, Strategic Negotiations, Marketing Strategy, Marketing Communications, Business Development, New Business Development, Strategic Planning, Market Research, Online Advertising, Marketing Management, Business Strategy, Public Relations, Entrepreneurship, Management, Event Planning, Email Marketing, Sales Management, Social Media Marketing, Direct Marketing, Negotiation, B2B, Lead Generation, Online Marketing, Strategic Partnerships, Product Marketing, Digital Marketing, Publishing, Corporate Communications, Trade Shows, Strategy, Competitive Analysis, Integrated Marketing, B2B Marketing, Brand Management, Market Analysis, CRM, Brand Development, Market Planning, SEO, Start-ups, Marketing Research, Leadership, Product Management, Salesforce.com, Internal Communications, Business Planning
Education
University of Phoenix 2011 — 2013
BSB/MKT, Marketing
El Paso Community College 1994 — 1996
Associates, Marketing
Enertia Software January 2013 - Present
Oil & Gas Financial Journal May 2008 - January 2013
PennWell March 2005 - May 2008
Financial Planning Association 1997 - 2005
Skills
Marketing, Advertising, Sales, Relationship Management, Corporate Branding, Strategic Negotiations, Marketing Strategy, Marketing Communications, Business Development, New Business Development, Strategic Planning, Market Research, Online Advertising, Marketing Management, Business Strategy, Public Relations, Entrepreneurship, Management, Event Planning, Email Marketing, Sales Management, Social Media Marketing, Direct Marketing, Negotiation, B2B, Lead Generation, Online Marketing, Strategic Partnerships, Product Marketing, Digital Marketing, Publishing, Corporate Communications, Trade Shows, Strategy, Competitive Analysis, Integrated Marketing, B2B Marketing, Brand Management, Market Analysis, CRM, Brand Development, Market Planning, SEO, Start-ups, Marketing Research, Leadership, Product Management, Salesforce.com, Internal Communications, Business Planning
Education
University of Phoenix 2011 — 2013
BSB/MKT, Marketing
El Paso Community College 1994 — 1996
Associates, Marketing
Daniel McHugh Daniel McHugh's Financial Planning Association Experience February 2005 - January 2008
Job Director of Sales & Marketing at National Institute for Trial Advocacy
Industry Legal Services
Experience
National Institute for Trial Advocacy January 2008 - Present
Financial Planning Association February 2005 - January 2008
Daily Camera/Broomfield Enterprise 2002 - 2004
Skills
Email Marketing, Strategic Planning, Public Speaking, Social Media Marketing, Program Management, Social Media, Marketing Communications, Marketing, Training, Event Planning, Advertising, Public Relations, Marketing Strategy, Online Marketing, Nonprofits
Education
University of Colorado Boulder 1996 — 2000
Business Administration and Journalism & Mass Communications, Marketing & Advertising
National Institute for Trial Advocacy January 2008 - Present
Financial Planning Association February 2005 - January 2008
Daily Camera/Broomfield Enterprise 2002 - 2004
Skills
Email Marketing, Strategic Planning, Public Speaking, Social Media Marketing, Program Management, Social Media, Marketing Communications, Marketing, Training, Event Planning, Advertising, Public Relations, Marketing Strategy, Online Marketing, Nonprofits
Education
University of Colorado Boulder 1996 — 2000
Business Administration and Journalism & Mass Communications, Marketing & Advertising
Jantzen Roth Jantzen Roth's Financial Planning Association Experience July 2011 - August 2012
Job Sales and Marketing Manager at Bio Creative Labs
Industry Consumer Goods
Experience
Bio Creative Labs May 2015 - Present
SpotHero March 2015 - May 2015
AUA Language Center December 2012 - November 2014
Financial Planning Association July 2011 - August 2012
University of Denver January 2011 - June 2011
University of Denver May 2008 - June 2011
Ultimate Electronics July 2010 - September 2010
Skills
Marketing, Social Media, Event Planning, Social Media Marketing, Microsoft Office, Marketing Communications, PowerPoint, Market Research, Sales, Team Leadership, Public Speaking, Management, Microsoft Word, Travel
Education
University of Denver - Daniels College of Business 2011 — 2012
MBA
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Marketing, Minor: Finance
Universidad Internacional Menéndez Pelayo
Bio Creative Labs May 2015 - Present
SpotHero March 2015 - May 2015
AUA Language Center December 2012 - November 2014
Financial Planning Association July 2011 - August 2012
University of Denver January 2011 - June 2011
University of Denver May 2008 - June 2011
Ultimate Electronics July 2010 - September 2010
Skills
Marketing, Social Media, Event Planning, Social Media Marketing, Microsoft Office, Marketing Communications, PowerPoint, Market Research, Sales, Team Leadership, Public Speaking, Management, Microsoft Word, Travel
Education
University of Denver - Daniels College of Business 2011 — 2012
MBA
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Marketing, Minor: Finance
Universidad Internacional Menéndez Pelayo
Connie Holubar's Financial Planning Association Experience 1988 - 1989
Job President at OutreachPR
Industry Public Relations and Communications
Experience
OutreachPR April 1996 - Present
Roche Colorado/Syntex 1992 - 1996
Xcel Energy 1989 - 1992
Financial Planning Association 1988 - 1989
College for Financial Planning (now NEFE) 1984 - 1988
Skills
Copywriting, Media Relations, Public Relations, Marketing, Management, New Media, Social Media Marketing, Marketing Strategy, Marketing Communications, Social Media, Advertising, Integrated Marketing, Email Marketing, Corporate Communications, Online Marketing
Education
University of Colorado Denver 1989 — 1992
M.S. Marketing, Marketing
University of Missouri-Columbia 1980 — 1984
Journalism, Advertising
MHS
OutreachPR April 1996 - Present
Roche Colorado/Syntex 1992 - 1996
Xcel Energy 1989 - 1992
Financial Planning Association 1988 - 1989
College for Financial Planning (now NEFE) 1984 - 1988
Skills
Copywriting, Media Relations, Public Relations, Marketing, Management, New Media, Social Media Marketing, Marketing Strategy, Marketing Communications, Social Media, Advertising, Integrated Marketing, Email Marketing, Corporate Communications, Online Marketing
Education
University of Colorado Denver 1989 — 1992
M.S. Marketing, Marketing
University of Missouri-Columbia 1980 — 1984
Journalism, Advertising
MHS
Christi Powell Christi Powell's Financial Planning Association Experience 2009 - 2013
Job Owner/Manager at Falcon Financial of OK, LLC
Industry Financial Services
Experience
Falcon Financial of OK, LLC July 2004 - Present
Falcon Financial of Oklahoma, LLC July 2007 - Present
BIVA Board 2011 - Present
Financial Planning Association 2009 - 2013
Skills
Financial Planning, Investments, Public Speaking, Financial Advisory, Small Business, Personal Finance, Financial Analysis, Mutual Funds, Asset Management, Budgets, Strategic Financial..., Retirement, Wealth Management, Retirement Planning, Financial Planners, Wealth, Investment Advisory, Estate Planning, Finance, Investment Strategies, Investment Management, Portfolio Management, Asset Allocation
Education
FPA Residency 2007 — 2007
Certificate of Completion, Financial Planning and Services
Kaplan University 2004 — 2007
CFP, Financial Planning
University of Oklahoma Health Sciences Center 1976 — 1978
BS, Dental Hygiene
Falcon Financial of OK, LLC July 2004 - Present
Falcon Financial of Oklahoma, LLC July 2007 - Present
BIVA Board 2011 - Present
Financial Planning Association 2009 - 2013
Skills
Financial Planning, Investments, Public Speaking, Financial Advisory, Small Business, Personal Finance, Financial Analysis, Mutual Funds, Asset Management, Budgets, Strategic Financial..., Retirement, Wealth Management, Retirement Planning, Financial Planners, Wealth, Investment Advisory, Estate Planning, Finance, Investment Strategies, Investment Management, Portfolio Management, Asset Allocation
Education
FPA Residency 2007 — 2007
Certificate of Completion, Financial Planning and Services
Kaplan University 2004 — 2007
CFP, Financial Planning
University of Oklahoma Health Sciences Center 1976 — 1978
BS, Dental Hygiene
Randy Richter's Financial Planning Association Experience 2007 - 2007
Job Partner, Association Technology Solutions
Industry Nonprofit Organization Management
Experience
Association Technology Solutions (ATS) 2005 - Present
Association Technology Solutions April 2004 - Present
Financial Planning Association 2007 - 2007
EDUCAUSE 1990 - 2005
Education
University of Nebraska at Kearney 1980 — 1984
BS, Computer Science, Mathematics, Statistics
Association Technology Solutions (ATS) 2005 - Present
Association Technology Solutions April 2004 - Present
Financial Planning Association 2007 - 2007
EDUCAUSE 1990 - 2005
Education
University of Nebraska at Kearney 1980 — 1984
BS, Computer Science, Mathematics, Statistics
Evelyn Zohlen's Financial Planning Association Experience 2010 - September 2011
Job Helping Women in Transition secure their financial future
Industry Financial Services
Experience
Inspired Financial June 2002 - Present
Financial Planning Association (FPA) January 2014 - Present
Center for Investments and Wealth Management, UC Irvine July 2010 - Present
Financial Planning Association of California 2012 - 2014
Financial Planning Association 2010 - September 2011
Financial Planning Association - Orange County Chapter 2009 - 2011
WomanSage January 2009 - December 2010
The Vanguard Group April 1998 - July 2002
United States Air Force December 1988 - May 1997
Skills
Retirement Planning, Investments, Wealth Management, Financial Advisory, Portfolio Management, Personal Finance, Money, Asset, Strategic Financial..., Retirement, 401k, Long-term Care, Asset Allocation, Estate Planning, Mutual Funds, Series 7, Investment Advisory, Asset Managment, Wealth, Fixed Annuities
Education
FPA Residency Program 2004 — 2004
UCI Lake Arrowhead
Villanova University 1999 — 2002
MBA, Finance (Portfolio Management)
Joint Military Intelligence College 1993 — 1994
BS, Strategic Intelligence
The University of Texas at Austin 1984 — 1988
BA, Spanish, Business
Cypress Creek High School
Inspired Financial June 2002 - Present
Financial Planning Association (FPA) January 2014 - Present
Center for Investments and Wealth Management, UC Irvine July 2010 - Present
Financial Planning Association of California 2012 - 2014
Financial Planning Association 2010 - September 2011
Financial Planning Association - Orange County Chapter 2009 - 2011
WomanSage January 2009 - December 2010
The Vanguard Group April 1998 - July 2002
United States Air Force December 1988 - May 1997
Skills
Retirement Planning, Investments, Wealth Management, Financial Advisory, Portfolio Management, Personal Finance, Money, Asset, Strategic Financial..., Retirement, 401k, Long-term Care, Asset Allocation, Estate Planning, Mutual Funds, Series 7, Investment Advisory, Asset Managment, Wealth, Fixed Annuities
Education
FPA Residency Program 2004 — 2004
UCI Lake Arrowhead
Villanova University 1999 — 2002
MBA, Finance (Portfolio Management)
Joint Military Intelligence College 1993 — 1994
BS, Strategic Intelligence
The University of Texas at Austin 1984 — 1988
BA, Spanish, Business
Cypress Creek High School
Ben G Baldwin Jr's Financial Planning Association Experience 1978 - Present
Job Director Emeritus at Baldwin Financial Advisors, LLC
Industry Financial Services
Experience
Baldwin Financial Advisors, LLC July 2014 - Present
TIAA-CREF 2005 - Present
Baldwin Financial Advisors, LLC January 1997 - Present
FPA 1981 - Present
Financial Planning Association 1978 - Present
Society of Financial Service Professionals 1970 - Present
Society of FSP 1966 - Present
SFSP 1966 - Present
Baldwin Financial Systems, LLC June 1982 - June 2014
Baldwin Financial Systems, LLC June 1982 - June 2014
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Financial Planners, Investment Advisory, Strategic Financial..., 401k, Financial Advisory, Wealth, Insurance, Financial Services, Investment Management, Investments, Life Insurance, Mutual Funds, Series 7, IRAs, Long-term Care, Trusts, Asset Allocation, Wealth Management..., 401k Rollovers, Personal Finance, Personal Financial..., Investment Strategies, Small Business, Variable Annuities, Portfolio Management, Wealth Accumulation, Series 63, Disability Insurance, Employee Benefits, Securities, Pensions, High Net Worth..., Long Term Care Insurance, Roth IRA, Asset Management, Alternative Investments, Estate Tax Planning, FINRA, Savings, Asset Protection, Whole Life, Term Life Insurance, Certified Financial..., Universal Life, Critical Illness
Education
The American College 1966 — 2016
Master of Science, Financial Services
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English Language and Literature/Letters
Oak Park River Forest High School, University of Rochester BA English, That American College MSFS an
Baldwin Financial Advisors, LLC July 2014 - Present
TIAA-CREF 2005 - Present
Baldwin Financial Advisors, LLC January 1997 - Present
FPA 1981 - Present
Financial Planning Association 1978 - Present
Society of Financial Service Professionals 1970 - Present
Society of FSP 1966 - Present
SFSP 1966 - Present
Baldwin Financial Systems, LLC June 1982 - June 2014
Baldwin Financial Systems, LLC June 1982 - June 2014
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Financial Planners, Investment Advisory, Strategic Financial..., 401k, Financial Advisory, Wealth, Insurance, Financial Services, Investment Management, Investments, Life Insurance, Mutual Funds, Series 7, IRAs, Long-term Care, Trusts, Asset Allocation, Wealth Management..., 401k Rollovers, Personal Finance, Personal Financial..., Investment Strategies, Small Business, Variable Annuities, Portfolio Management, Wealth Accumulation, Series 63, Disability Insurance, Employee Benefits, Securities, Pensions, High Net Worth..., Long Term Care Insurance, Roth IRA, Asset Management, Alternative Investments, Estate Tax Planning, FINRA, Savings, Asset Protection, Whole Life, Term Life Insurance, Certified Financial..., Universal Life, Critical Illness
Education
The American College 1966 — 2016
Master of Science, Financial Services
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English Language and Literature/Letters
Oak Park River Forest High School, University of Rochester BA English, That American College MSFS an
Phil Tidwell's Financial Planning Association Experience July 2008 - January 2009
Job Communications and Development Manager at Cherry Creek Mortgage
Industry Marketing and Advertising
Experience
Cherry Creek Mortgage April 2012 - Present
Financial Planning Association July 2008 - January 2009
Merrill Lynch / First Franklin March 2007 - December 2007
First Franklin May 2005 - March 2007
First Franklin June 2004 - May 2005
Expanded Mortgage Credit November 2003 - June 2004
Expanded Mortgage Credit January 2003 - November 2003
Expanded Mortgage Credit September 2001 - January 2003
Traver Technologies February 1997 - May 2001
Skills
Instructional Design, Training, Program Management, Leadership, Coaching, Project Management, Customer Service, E-Learning, Team Leadership, Account Management, Process Improvement, Sales, Public Speaking, Leadership Development, Management, Team Building, Strategic Planning, Customer Satisfaction, Sales Process, Sales Management, New Business Development, Business Development, Social Networking, Time Management, Marketing, Salesforce.com, Marketing Communications, Event Planning, Recruiting, Social Media
Education
University of Alabama in Huntsville 1994 — 1998
MA, Experimental Psychology (Human Factors Emphasis)
University of Montevallo 1992 — 1994
BS, Psychology
Cherry Creek Mortgage April 2012 - Present
Financial Planning Association July 2008 - January 2009
Merrill Lynch / First Franklin March 2007 - December 2007
First Franklin May 2005 - March 2007
First Franklin June 2004 - May 2005
Expanded Mortgage Credit November 2003 - June 2004
Expanded Mortgage Credit January 2003 - November 2003
Expanded Mortgage Credit September 2001 - January 2003
Traver Technologies February 1997 - May 2001
Skills
Instructional Design, Training, Program Management, Leadership, Coaching, Project Management, Customer Service, E-Learning, Team Leadership, Account Management, Process Improvement, Sales, Public Speaking, Leadership Development, Management, Team Building, Strategic Planning, Customer Satisfaction, Sales Process, Sales Management, New Business Development, Business Development, Social Networking, Time Management, Marketing, Salesforce.com, Marketing Communications, Event Planning, Recruiting, Social Media
Education
University of Alabama in Huntsville 1994 — 1998
MA, Experimental Psychology (Human Factors Emphasis)
University of Montevallo 1992 — 1994
BS, Psychology
Jama Rice, MBA, CAE's Financial Planning Association Experience 2005 - 2007
Job Senior Association Executive at Museum Store Association
Industry Nonprofit Organization Management
Experience
Museum Store Association January 2013 - Present
PATH Intl. July 2007 - November 2012
Financial Planning Association 2005 - 2007
JSR&B Associates 2000 - 2004
Business Men's Assurance 1998 - 2000
Payless Cashways 1996 - 1997
Hallmark Cards 1992 - 1995
Skills
Public Relations, Non-profits, Strategic Planning, Fundraising, Association Management, Marketing Strategy, Membership, Strategy
Education
University of Kansas - Graduate School of Business
MBA, 4.0
University of Tennessee at Martin
B.S., Communications, Political Science, 3.94
Museum Store Association January 2013 - Present
PATH Intl. July 2007 - November 2012
Financial Planning Association 2005 - 2007
JSR&B Associates 2000 - 2004
Business Men's Assurance 1998 - 2000
Payless Cashways 1996 - 1997
Hallmark Cards 1992 - 1995
Skills
Public Relations, Non-profits, Strategic Planning, Fundraising, Association Management, Marketing Strategy, Membership, Strategy
Education
University of Kansas - Graduate School of Business
MBA, 4.0
University of Tennessee at Martin
B.S., Communications, Political Science, 3.94
Becca Thompson's Financial Planning Association Experience March 2009 - November 2012
Job Interactive Project Manager at Brief Media
Industry Publishing
Experience
Brief Media August 2012 - Present
Financial Planning Association March 2009 - November 2012
Aerotek September 2008 - December 2008
University of Kansas January 2008 - May 2008
Wakarusa Music Festival May 2007 - June 2007
Service Management Group May 2006 - August 2006
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Wordpress, Web Content Management, Editing, Management, Marketing Communications, Project Planning, Marketing, Social Media, Public Relations, Social Media Marketing
Education
University of Kansas 2004 — 2008
Journalism, Strategic Communication
Brief Media August 2012 - Present
Financial Planning Association March 2009 - November 2012
Aerotek September 2008 - December 2008
University of Kansas January 2008 - May 2008
Wakarusa Music Festival May 2007 - June 2007
Service Management Group May 2006 - August 2006
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Wordpress, Web Content Management, Editing, Management, Marketing Communications, Project Planning, Marketing, Social Media, Public Relations, Social Media Marketing
Education
University of Kansas 2004 — 2008
Journalism, Strategic Communication
Sara Reynolds, CAE's Financial Planning Association Experience May 2011 - June 2012
Job Executive Director at Housing Colorado
Industry Government Relations
Experience
Housing Colorado! June 2012 - Present
Financial Planning Association May 2011 - June 2012
Colorado Municipal League December 2002 - May 2011
Skills
Association Management, Nonprofits, Business Development, Public Policy, Strategic Planning, Marketing Communications, Management, Local Government
Education
University of Colorado at Denver 2000 — 2002
Masters in Public Administration
Housing Colorado! June 2012 - Present
Financial Planning Association May 2011 - June 2012
Colorado Municipal League December 2002 - May 2011
Skills
Association Management, Nonprofits, Business Development, Public Policy, Strategic Planning, Marketing Communications, Management, Local Government
Education
University of Colorado at Denver 2000 — 2002
Masters in Public Administration
Whitney T. Logan,CLU,ChFC,CFP's Financial Planning Association Experience 1999 - Present
Job CFP at Raymond James Financial Services
Industry Financial Services
Experience
Logan Financial Group, LLC (An Independent Firm) 1999 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC 1999 - Present
Financial Planning Association 1999 - Present
Raymond James Financial Services Inc. 1999 - Present
McCloy Financial Services January 1985 - September 1999
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Financial Advisory, Financial Services, Securities, Investments, Wealth Management, Estate Planning, Finance, Investment Advisory, Asset Management, Retirement, Series 7, Insurance
Education
The Ohio State University 1980 — 1984
BS in Business Administration, Business/Financial Planning
North Canton Hoover High School
Logan Financial Group, LLC (An Independent Firm) 1999 - Present
Raymond James Financial Services, Inc., Member FINRA/SIPC 1999 - Present
Financial Planning Association 1999 - Present
Raymond James Financial Services Inc. 1999 - Present
McCloy Financial Services January 1985 - September 1999
Skills
Portfolio Management, Strategic Financial..., Retirement Planning, Financial Advisory, Financial Services, Securities, Investments, Wealth Management, Estate Planning, Finance, Investment Advisory, Asset Management, Retirement, Series 7, Insurance
Education
The Ohio State University 1980 — 1984
BS in Business Administration, Business/Financial Planning
North Canton Hoover High School
Wendy Stookesberry's Financial Planning Association Experience March 2007 - June 2011
Job Business Intelligence Developer, Senior at Centura Health
Industry Hospital & Health Care
Experience
Centura Health October 2014 - Present
Ascend Clinical October 2012 - October 2014
Ascend Clinical November 2011 - September 2012
Akavit June 2011 - November 2011
Financial Planning Association March 2007 - June 2011
WisdomNet (since acquired by Towers Watson) February 2005 - March 2007
ASTECH InterMedia June 2004 - February 2005
WestNet Learning 2000 - 2004
Skills
Business Analysis, Requirements Analysis, SDLC, Integration, Use Case Analysis, Project Management, Agile Methodologies, Microsoft SQL Server, Software Development, Testing, SaaS, ASP.NET, XML, Scrum, Visio, Visual Studio, SharePoint
Education
University of Colorado at Boulder 1986 — 1991
BA, International Affairs
University of Erlangen-Nuremberg 1988 — 1989
Various
Centura Health October 2014 - Present
Ascend Clinical October 2012 - October 2014
Ascend Clinical November 2011 - September 2012
Akavit June 2011 - November 2011
Financial Planning Association March 2007 - June 2011
WisdomNet (since acquired by Towers Watson) February 2005 - March 2007
ASTECH InterMedia June 2004 - February 2005
WestNet Learning 2000 - 2004
Skills
Business Analysis, Requirements Analysis, SDLC, Integration, Use Case Analysis, Project Management, Agile Methodologies, Microsoft SQL Server, Software Development, Testing, SaaS, ASP.NET, XML, Scrum, Visio, Visual Studio, SharePoint
Education
University of Colorado at Boulder 1986 — 1991
BA, International Affairs
University of Erlangen-Nuremberg 1988 — 1989
Various
Ryan Paquette's Financial Planning Association Experience September 2013 - Present
Job Director of Spring Banquet Awards at Accounting Society
Industry Nonprofit Organization Management
Experience
Accounting Society January 2014 - Present
Financial Planning Association September 2013 - Present
Eastman Community Association 2013 - Present
Habitat for Humanity March 2011 - March 2011
Busch Gardens March 2010 - March 2010
Skills
Volunteering, Leadership, Accounting, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office
Education
University of San Diego 2011 — 2015
Bachelor of Science (BS), Accountancy, Junior
Hanover High School 2007 — 2011
Accounting Society January 2014 - Present
Financial Planning Association September 2013 - Present
Eastman Community Association 2013 - Present
Habitat for Humanity March 2011 - March 2011
Busch Gardens March 2010 - March 2010
Skills
Volunteering, Leadership, Accounting, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Microsoft Office
Education
University of San Diego 2011 — 2015
Bachelor of Science (BS), Accountancy, Junior
Hanover High School 2007 — 2011