The College for Financial Planning
The College for Financial Planning List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The College for Financial Planning. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The College for Financial Planning Salaries. You can even request information on how much does The College for Financial Planning pay if you want to. Learn about salaries, pros and cons of working for The College for Financial Planning 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!
15 The College for Financial Planning employees in database. Find out everything there's to know about The College for Financial Planning 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.
The College for Financial Planning Employees
College for Financial Planning July 2012 - Present
The College for Financial Planning June 2009 - July 2012
College for Financial Planning June 2007 - June 2009
College for Financial Planning January 2006 - June 2007
University of Phoenix January 2005 - January 2006
College for Financial Planning June 2000 - January 2005
Skills
Distance Learning, Adult Education, Higher Education, Public Speaking, Admissions, Coaching, Teaching, Enrollment Management, Retaining Customers, Strategic Planning, Staff Development, Training, Student Affairs, Leadership Development, Sales, Research, Marketing Strategy, Customer Service, Leadership, Customer Retention
Education
Western International University 2008 — 2010
MBA, Finance
Colorado Mesa University 1994 — 1999
BS, Biology
THE RULE Wealth Managenent LLC January 2010 - Present
Gail Davis Agency, Inc July 2006 - Present
Ameriprise Financial Services January 1991 - January 2009
Financial Planning Assoc November 1979 - June 1991
the College for Financial Planning January 1985 - January 1989
Skills
Tax Reduction, Portfolio Management, Asset Management, Asset, Savings, Investments, Insurance, Financial Planning, Small Business, Securities, Estate Planning, Tax, Wealth Management, Analysis, Wealth, Planning, Budgeting, Strategic Planning, Retirement Planning, Management Consulting, Employee Benefits, Money, Research, Risk Management, Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Financial Advisory, Retirement Income..., Wealth Accumulation, Insurance Planning, Stocks, IRA Rollovers, Personal Finance, Annuities, Mutual Funds, Bonds, 401k, IRA's, Private Wealth..., Wealth Transfer, Charitable Giving, Wealth Preservation, ETFs, Charitable Giving..., Saving for Education, Fixed Annuities, Life Insurance, Financial Services
Education
College for Financial Planning 1980 — 1984
CFP, Financial Planning, Asset Management
Kent State University 1969 — 1978
Economics, math, business
Curnalia Law, LLC March 2014 - Present
The College for Financial Planning September 2012 - Present
Reid and Scheffel, P.C. September 2013 - June 2014
Maynes, Bradford, Shipps & Sheftel, LLP June 2013 - September 2013
Mallgren & Ferrell, P.C. May 2011 - June 2013
City and County of Denver October 2006 - November 2009
Skills
Estate Planning, Real Estate Transactions, Wills, Powers of Attorney, Probate, Trusts, Business Formation, Legal Writing, Estate Tax Planning, Mediation
Education
University of Denver - Sturm College of Law 2010 — 2011
Master of Laws (LL.M.), Taxation
University of Denver - Sturm College of Law 2008 — 2010
Doctor of Law (J.D.), Tax and Estate Planning
Central Michigan University 2004 — 2005
Master of Public Administration (MPA), Public Administration
Informed Assessment Solutions, Inc. 2012 - Present
Korn/Ferry International 2011 - 2012
The College for Financial Planning 2007 - 2011
CWH Management Solutions 2006 - 2007
Various Financial Institutions 1984 - 2005
Education
Colorado State University
Ph.D., Industrial-Organizational Psychology
George Mason University
M.S., Economics
University of Wyoming
M.A., Philosophy
The College for Financial Planning September 2006 - Present
D.M. Wealth Management, Inc. September 2003 - Present
Skills
Adult Education, Strategic Financial..., Public Speaking, Retirement Planning, Nonprofits, Investments, Estate Planning, Financial Advisory, Retirement, Mutual Funds, Strategic Planning, Distance Learning, College Teaching, Asset Allocation, Financial Planners, Investment Advisory, Training, Customer Service, Finance, Financial Planning, Wealth Management
Education
University of Oklahoma
Doctor of Philosophy (Ph.D.), Curriculum and Instruction
College for Financial Planning
MS, Financial Analysis
Financial Planning Standards Board Ltd. November 2011 - Present
WealthRidge May 2009 - November 2011
The College for Financial Planning May 1998 - October 2011
Skills
Financial Planning, Public Speaking, Writing, Personal Finance, Investments, Retirement Planning, Asset Management, Cash Flow, Investment Advisory, Asset Allocation, Portfolio Management, Insurance, Budgeting, Coaching, Retirement, Insurance Planning, Equities, Mutual Funds, Wealth, Investment Strategies, Securities, Teaching, Wealth Management, Global Strategy, Educational Leadership, Curriculum Development, Training Delivery, Standards Development, ISO 17024, Training, Strategic Financial..., Financial Planners, Estate Planning, Leadership, Finance, Strategic Planning, Risk Management, Financial Education, 401k, Investment Management, IRAs, Pensions, Financial Advisory
Education
College for Financial Planning 1991 — 1993
CFP, financial planning
Cincinnati Christian University 1980 — 1982
MA, Pastoral Counseling
Ozark Christian College 1973 — 1975
BA, Education
Advanced Circuits February 2012 - Present
The College for Financial Planning August 2008 - February 2012
The College for Financial Planning August 2008 - February 2009
United States Marine Co January 1994 - January 1998
Skills
jQuery, HTML, ASP.NET, JavaScript, SQL, C#, Web Applications, Windows, Crystal Reports, CSS, Programming, Databases, Business Strategy, MVC
Education
Metropolitan State College of Denver 1999 — 2005
Bachelor of Science Computer Science, Computer Science, Mathematics, Physics
Gail Frances January 2011 - Present
Neighbor Network January 2013 - August 2015
ICOSA Magazine 2012 - 2014
Leading Edge Advisors August 2011 - September 2013
Douglas County School District January 2011 - November 2011
Wells Fargo Advisors, LLC April 2001 - September 2010
Merrill Lynch 1999 - 2001
Merrill Lynch 1997 - 1999
Capital Group/American Funds 1991 - 1994
The College for Financial Planning 1988 - 1991
Skills
Public Speaking, Leadership, Social Networking, Public Relations, Project Planning, Editing, Community Outreach, Marketing Communications, Nonprofits, Grant Writing, Social Media Marketing, Event Planning, Public Policy, Social Media, Small Business, Newsletters, Fundraising, Creative Branding, Research, Investments, Strategic Financial..., Strategy, Contributing Writer, Marketing Strategy, New Business Development, Entrepreneurship, Strategic Planning, Advertising, Strategic Communications, Politics, OS X, Writing Skills, Political Affairs, Mac OS X, Microsoft Office, Financial Planning, Mutual Funds, Sales, Pension Administration, Speech Writing, Fundraising Campaign..., Grassroots Fundraising
Education
University of Colorado Denver 2003 — 2005
MPA, Graduate School of Public Affairs
University of Denver 2001 — 2002
Technical Writing
North Harris College 1995 — 1996
Graphic Design
Metropolitan State University of Denver
B.A., Biology/Art
Arapahoe Community College
California State University-Long Beach
Golden West College
Long Beach City College
A.A., Biology
Los Angeles Valley College
Enterprise Bank & Trust August 2014 - Present
Second Street Media May 2012 - August 2014
Fetter Logic, Inc. February 2010 - February 2012
Intermap Technologies July 2007 - December 2008
Fastaff April 2006 - June 2007
The College for Financial Planning March 2003 - March 2006
Burst Communications September 1997 - December 2003
Skills
Risk Management..., Prospecting / Planning..., Industry Research, Sales / Marketing, Microsoft Office, Salesforce, PowerPoint, Salesforce.com, Customer Service
Education
Colorado State University
Lewan Technology April 2015 - Present
Lewan Technology August 2014 - March 2015
College for Financial Planning July 2013 - August 2014
College for Financial Planning October 2012 - July 2013
The College for Financial Planning July 2011 - October 2012
College for Financial Planning March 2010 - July 2011
Skills
Customer Service, Leadership, Staff Development, Leadership Development, Sales Support, Enrollment Management, Higher Education, Admissions, Microsoft Office, Sales, Adult Education, Student Counseling, Sales Operations, High Level Of Accuracy, Management, Database Administration, Distance Learning, Training, Customer Retention, Operational Efficiency, Marketing, Collaborative Problem..., Staff Training, Project Management, Strategy, Team Building
Education
University of Phoenix 2013 — 2014
Graduate Project Management Certificate, Project Management, 3.7
University of Phoenix 2011 — 2012
MBA, 3.64
Westwood College of Technology 2006 — 2008
Bachelor of Business Administration (B.B.A.), Emphasis in Fashion Merchandising, 3.82
ITIL
ITIL Foundations
The College for Financial Planning June 2014 - Present
Colonial Life June 2011 - June 2014
CareMatchAmerica July 2010 - December 2011
Financial Planner June 2006 - July 2010
Farmers Insurance August 2005 - May 2006
State Farm Insurance November 2000 - September 2003
Skills
Retirement Planning, Strategic Financial..., Life Insurance, Insurance, Term Life Insurance, Long-term Care, Disability Insurance, Health Insurance, Training, Leadership, Sales, Retirement, Employee Benefits, Small Business, Fixed Annuities, Recruiting, Management, Team Building, 401k, Sales Management, Accident, Brokers, Whole Life, Critical Illness, Series 6, Teaching, Health Savings Accounts, Property & Casualty..., Financial Planners, Long Term Care Insurance, Coaching, Investments, Financial Services, Workers Compensation, IRAs, Universal Life, Estate Planning, Group Insurance, Cold Calling, Underwriting, Medicare, Commercial Insurance, Professional Liability, Benefits Administration, Umbrella Insurance, Liability, Public Speaking
Education
Illinois State University 1981 — 1983
B.S., Organizational Leadership
Ottawa University 1979 — 1981
College for Financial Planning August 2014 - Present
The College for Financial Planning June 2011 - August 2014
The College for Financial Planning July 2007 - May 2011
Skills
Strategic Planning, Accounting, Public Speaking, Forecasting, Strategic Financial..., Financial Analysis, Auditing, General Ledger, Finance, Investments, Financial Reporting, Microsoft Office, Microsoft Excel, Financial Accounting, Leadership, Accounts Payable, Account Reconciliation, Business Analysis, Accounts Receivable, Customer Service, Balance, Bookkeeping
Education
University of Phoenix 2011 — 2013
Masters, MBA
University of Phoenix 2008 — 2010
Bachelors, accounting
CenturyLink February 2013 - September 2015
The Breakaway Group March 2012 - December 2012
Rivet Software February 2011 - March 2012
DaVita August 2010 - October 2010
Knowledge Factor May 2009 - August 2010
Colorado State University - Global Campus April 2008 - February 2009
The College for Financial Planning April 2000 - February 2008
Skills
Instructional Design, Business Analysis, HTML, SQL, Process Improvement, Healthstream, Learning Management, Learning Technology, E-Learning, Mobile Learning, Joomla, Learning Management..., Instructor-led Training, Troubleshooting, Training, Agile Methodologies, Integration, Databases, Quality Assurance, Testing, Analysis, User Interface Design, User Acceptance Testing
Education
University of Phoenix
Master, Business Administration
University of Phoenix
Bachelor of Science, Information Technology