Resource Planning Group
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Resource Planning Group Employees
Employee
Years
Job
Industry
Christian Beyer Christian Beyer's Resource Planning Group Experience April 2014 - July 2015
Job Real Estate Administrator at Lincoln Property Company
Industry Executive Office
Experience
Lincoln Property Company July 2015 - Present
Resource Planning Group April 2014 - July 2015
Talbott Recovery 2009 - 2012
Volt Technical Resources November 2007 - December 2008
Christian and Missionary Alliance June 2003 - October 2007
United Airlines Corporation November 1991 - January 2002
Skills
•More than 9 years of..., •Oversee and train..., •Process operational..., •Database management., •Complete knowledge of..., •Schedule appointments..., •Advanced expertise in..., •Demonstrate..., •Communicate..., Management, Training, QuickBooks, Calendars, Accounts Payable, Budgets, Time Management, PowerPoint, Customer Satisfaction, Payroll, Microsoft Excel, Nonprofits, Spreadsheets, Invoicing, Customer Service, Employee Benefits, Administrative..., Accounting, Leadership, Travel Arrangements, Administration, Office Management, Data Entry, Office Administration, Calendaring, Outlook, Expense Reports, Concur, Expenses, Confidentiality, Executive..., Heavy Calendaring, Fax, Access, Onboarding, Meeting Scheduling, Calendar Planning, Executive Support, Office Equipment, Administrative..., Microsoft Office
Education
College of DuPage
Lincoln Property Company July 2015 - Present
Resource Planning Group April 2014 - July 2015
Talbott Recovery 2009 - 2012
Volt Technical Resources November 2007 - December 2008
Christian and Missionary Alliance June 2003 - October 2007
United Airlines Corporation November 1991 - January 2002
Skills
•More than 9 years of..., •Oversee and train..., •Process operational..., •Database management., •Complete knowledge of..., •Schedule appointments..., •Advanced expertise in..., •Demonstrate..., •Communicate..., Management, Training, QuickBooks, Calendars, Accounts Payable, Budgets, Time Management, PowerPoint, Customer Satisfaction, Payroll, Microsoft Excel, Nonprofits, Spreadsheets, Invoicing, Customer Service, Employee Benefits, Administrative..., Accounting, Leadership, Travel Arrangements, Administration, Office Management, Data Entry, Office Administration, Calendaring, Outlook, Expense Reports, Concur, Expenses, Confidentiality, Executive..., Heavy Calendaring, Fax, Access, Onboarding, Meeting Scheduling, Calendar Planning, Executive Support, Office Equipment, Administrative..., Microsoft Office
Education
College of DuPage
Patricia Darling Patricia Darling's Resource Planning Group Experience May 2012 - December 2012
Job Project Manager at City of Vancouver, Facilities Planning & Development
Industry Architecture & Planning
Experience
City of Vancouver, Facilities Planning & Development October 2013 - Present
Resource Planning Group May 2012 - December 2012
Vancouver Coastal Health May 2009 - May 2012
Vancouver Coastal Health August 2004 - May 2009
Providence Health Care December 2000 - August 2004
BC Housing November 1995 - December 2000
Skills
Project Management, Project Planning, Construction, Project Coordination, Lean Thinking, Healthcare Consulting, Social Housing, Fine Art, Proposal Writing, Design Research, Leadership, Sustainability, Feasibility Studies, Contract Management
Education
The University of British Columbia 1980 — 1984
BArch, Architecture
University of Alberta
BFA, Art and Design
City of Vancouver, Facilities Planning & Development October 2013 - Present
Resource Planning Group May 2012 - December 2012
Vancouver Coastal Health May 2009 - May 2012
Vancouver Coastal Health August 2004 - May 2009
Providence Health Care December 2000 - August 2004
BC Housing November 1995 - December 2000
Skills
Project Management, Project Planning, Construction, Project Coordination, Lean Thinking, Healthcare Consulting, Social Housing, Fine Art, Proposal Writing, Design Research, Leadership, Sustainability, Feasibility Studies, Contract Management
Education
The University of British Columbia 1980 — 1984
BArch, Architecture
University of Alberta
BFA, Art and Design
Jason Lina, CFA, CFP®'s Resource Planning Group Experience November 2011 - Present
Job Financial Planner at Resource Planning Group
Industry Financial Services
Experience
Resource Planning Group November 2011 - Present
DCA Global Wealth Management May 2004 - November 2011
Jefferson Pilot Financial June 2003 - May 2004
Invesco June 2002 - August 2002
Trusco Capital Management July 1998 - July 2001
Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Investments, Estate Planning, Chartered Financial..., Certified Financial..., Alternative Investments, Hedge Funds, Equities, Fixed Income, Excel, Compliance, Financial Planners, Financial Advisory, Strategic Financial..., Client Education, Mutual Funds, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Business Administration and Management, General
Davidson College 1994 — 1998
Bachelor of Arts, History
Resource Planning Group November 2011 - Present
DCA Global Wealth Management May 2004 - November 2011
Jefferson Pilot Financial June 2003 - May 2004
Invesco June 2002 - August 2002
Trusco Capital Management July 1998 - July 2001
Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Investments, Estate Planning, Chartered Financial..., Certified Financial..., Alternative Investments, Hedge Funds, Equities, Fixed Income, Excel, Compliance, Financial Planners, Financial Advisory, Strategic Financial..., Client Education, Mutual Funds, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Business Administration and Management, General
Davidson College 1994 — 1998
Bachelor of Arts, History
Marjorie Edenfield, CFP® Marjorie Edenfield, CFP®'s Resource Planning Group Experience August 2015 - Present
Job Advisor at Resource Planning Group
Industry Financial Services
Experience
Resource Planning Group August 2015 - Present
Resource Planning Group June 2012 - Present
Barnes & Noble College August 2010 - January 2012
City of Gainesville Financial Services Department June 2011 - July 2011
Resource Planning Group May 2011 - June 2011
Jessup, Compton & Pierce January 2011 - April 2011
American Telecenters January 2009 - May 2010
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Accounting, Public Speaking, Research, Time Management, Compliance, Junxure
Education
University of Georgia - Terry College of Business 2013 — 2014
Certified Financial Planner Program
Brenau University 2008 — 2012
Bachelor of Business Administration (B.B.A), Accounting, 4.0
Heritage Academy
Resource Planning Group August 2015 - Present
Resource Planning Group June 2012 - Present
Barnes & Noble College August 2010 - January 2012
City of Gainesville Financial Services Department June 2011 - July 2011
Resource Planning Group May 2011 - June 2011
Jessup, Compton & Pierce January 2011 - April 2011
American Telecenters January 2009 - May 2010
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Accounting, Public Speaking, Research, Time Management, Compliance, Junxure
Education
University of Georgia - Terry College of Business 2013 — 2014
Certified Financial Planner Program
Brenau University 2008 — 2012
Bachelor of Business Administration (B.B.A), Accounting, 4.0
Heritage Academy
Joshua Weaver Joshua Weaver's Resource Planning Group Experience 2014 - Present
Job Financial Advisor at Resource Planning Group
Industry Financial Services
Experience
Resource Planning Group 2014 - Present
Resource Planning Group September 2011 - September 2014
Community Bank of Indiana May 2011 - August 2011
Skills
Leadership, Budgets, Customer Service, Small Business, Team Building, Marketing, Strategic Financial..., Financial Planning, Investments, Retirement Accounts, Life Insurance, Retirement Plans, College Savings Plans, Student Loan..., Finance
Education
Indiana University Kokomo 2011 — 2014
Bachelor's Degree, Finance and Economics
Pensacola Christian College 2010 — 2011
Finance
Resource Planning Group 2014 - Present
Resource Planning Group September 2011 - September 2014
Community Bank of Indiana May 2011 - August 2011
Skills
Leadership, Budgets, Customer Service, Small Business, Team Building, Marketing, Strategic Financial..., Financial Planning, Investments, Retirement Accounts, Life Insurance, Retirement Plans, College Savings Plans, Student Loan..., Finance
Education
Indiana University Kokomo 2011 — 2014
Bachelor's Degree, Finance and Economics
Pensacola Christian College 2010 — 2011
Finance
Brandon McGraw Brandon McGraw's Resource Planning Group Experience June 2013 - Present
Job Associate at Resource Planning Group
Industry Financial Services
Experience
Resource Planning Group June 2013 - Present
Morgan Stanley Wealth Management August 2012 - June 2013
Georgia Center for Opportunity May 2010 - August 2010
Higher Ground Insurance, Inc. January 2009 - April 2009
Marcus & Millichap May 2008 - September 2008
Skills
Leadership, Investments, Finance, Management, Strategy, Social Media, PowerPoint, Marketing, Customer Service
Education
Georgia Institute of Technology 2007 — 2012
Bachelor of Science (B.S.), Economics and International Affairs, 3.63
Resource Planning Group June 2013 - Present
Morgan Stanley Wealth Management August 2012 - June 2013
Georgia Center for Opportunity May 2010 - August 2010
Higher Ground Insurance, Inc. January 2009 - April 2009
Marcus & Millichap May 2008 - September 2008
Skills
Leadership, Investments, Finance, Management, Strategy, Social Media, PowerPoint, Marketing, Customer Service
Education
Georgia Institute of Technology 2007 — 2012
Bachelor of Science (B.S.), Economics and International Affairs, 3.63
Becca Powers's Resource Planning Group Experience May 2010 - August 2010
Job Mobility Specialist at United Access
Industry Medical Devices
Experience
United Access January 2014 - Present
Samaritans Purse Operation Christmas Child July 2013 - December 2013
Alpha Xi Delta Sorority January 2011 - May 2013
EXPRESS June 2012 - February 2013
Indiana University Panhellenic December 2011 - December 2012
Resource Planning Group May 2010 - August 2010
C.P Morgan April 2008 - August 2008
Gumballs & Goodies April 2004 - April 2007
Skills
PowerPoint, Public Speaking, Teaching, Microsoft Excel, Microsoft Word, Student Affairs, Social Media, Event Planning, Recruiting, Marketing, Management, Social Networking, Time Management
Education
Indiana University 2010 — 2013
Bachelor of Arts, Communications
Baylor University 2009 — 2010
Bachelor's degree, Communications
United Access January 2014 - Present
Samaritans Purse Operation Christmas Child July 2013 - December 2013
Alpha Xi Delta Sorority January 2011 - May 2013
EXPRESS June 2012 - February 2013
Indiana University Panhellenic December 2011 - December 2012
Resource Planning Group May 2010 - August 2010
C.P Morgan April 2008 - August 2008
Gumballs & Goodies April 2004 - April 2007
Skills
PowerPoint, Public Speaking, Teaching, Microsoft Excel, Microsoft Word, Student Affairs, Social Media, Event Planning, Recruiting, Marketing, Management, Social Networking, Time Management
Education
Indiana University 2010 — 2013
Bachelor of Arts, Communications
Baylor University 2009 — 2010
Bachelor's degree, Communications
Beth Bosworth, CFP® Beth Bosworth, CFP®'s Resource Planning Group Experience July 2009 - February 2014
Job Director of Financial Planning at Lakeview Capital Management, LLC
Industry Financial Services
Experience
Lakeview Capital Management, LLC March 2014 - Present
Resource Planning Group July 2009 - February 2014
SunTrust Bank January 2007 - June 2009
Education
The University of Georgia 2001 — 2005
Lakeview Capital Management, LLC March 2014 - Present
Resource Planning Group July 2009 - February 2014
SunTrust Bank January 2007 - June 2009
Education
The University of Georgia 2001 — 2005
Eric Toole's Resource Planning Group Experience August 2008 - April 2011
Job Wealth Advisor at Harbor Wealth Advisors
Industry Investment Management
Experience
Harbor Wealth Advisors May 2011 - Present
Resource Planning Group August 2008 - April 2011
SunTrust Bank June 1997 - June 2008
Skills
Retirement Planning, Financial Planning, Investments, Risk Management, Reporting & Analysis, Estate Planning, Asset Management, Wealth, Personal Finance, Wealth Management, Investment Advisory, Portfolio Management, Comprehensive Wealth..., Strategic Financial..., Loans, Financial Services, Financial Planners, Wealth Management..., Investment Management, High Net Worth...
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2003
MBA, Personal Financial Planning
University of Georgia - Terry College of Business 1993 — 1997
BBA, Finance
Harbor Wealth Advisors May 2011 - Present
Resource Planning Group August 2008 - April 2011
SunTrust Bank June 1997 - June 2008
Skills
Retirement Planning, Financial Planning, Investments, Risk Management, Reporting & Analysis, Estate Planning, Asset Management, Wealth, Personal Finance, Wealth Management, Investment Advisory, Portfolio Management, Comprehensive Wealth..., Strategic Financial..., Loans, Financial Services, Financial Planners, Wealth Management..., Investment Management, High Net Worth...
Education
Georgia State University - J. Mack Robinson College of Business 2000 — 2003
MBA, Personal Financial Planning
University of Georgia - Terry College of Business 1993 — 1997
BBA, Finance
Christian Mauser, CFP®'s Resource Planning Group Experience December 2014 - Present
Job Advisor at Resource Planning Group
Industry Financial Services
Experience
Resource Planning Group December 2014 - Present
Rodgers & Associates January 2011 - November 2014
Ventyx an ABB company January 2010 - January 2011
The Henssler Financial Group May 2009 - August 2009
University of Georgia 2005 - 2009
Skills
Comprehensive Financial..., Asset Management, Portfolio Management, Retirement Planning, Wealth Management
Education
The University of Georgia 2005 — 2009
Bachelor of Science (B.S.), Family Financial Planning
Resource Planning Group December 2014 - Present
Rodgers & Associates January 2011 - November 2014
Ventyx an ABB company January 2010 - January 2011
The Henssler Financial Group May 2009 - August 2009
University of Georgia 2005 - 2009
Skills
Comprehensive Financial..., Asset Management, Portfolio Management, Retirement Planning, Wealth Management
Education
The University of Georgia 2005 — 2009
Bachelor of Science (B.S.), Family Financial Planning
Maria Wasser's Resource Planning Group Experience September 2005 - May 2012
Job Financial Associate
Industry Financial Services
Experience
Home Depot July 2014 - Present
Home Depot April 2013 - July 2014
Resource Planning Group September 2005 - May 2012
SunTrust Bank February 1998 - September 2005
Cox Communications November 1996 - February 1998
W. H. Smith, Inc October 1995 - November 1996
Skills
Account Reconciliation, Accounts Payable, Bank Reconciliation, Cash Flow, Banking, Investments, Sales, Accounting
Education
University of Cincinnati
Bachelor of Arts, Economics
Home Depot July 2014 - Present
Home Depot April 2013 - July 2014
Resource Planning Group September 2005 - May 2012
SunTrust Bank February 1998 - September 2005
Cox Communications November 1996 - February 1998
W. H. Smith, Inc October 1995 - November 1996
Skills
Account Reconciliation, Accounts Payable, Bank Reconciliation, Cash Flow, Banking, Investments, Sales, Accounting
Education
University of Cincinnati
Bachelor of Arts, Economics