Certified Financial Planner Board of Standards
Industry: Nonprofit organization
DescriptionCertified Financial Planner Board of Standards, Inc. is an American 501 certifying and standards-setting organization that administers the Certified Financial Planner certification program and oversees more than 73,970 professionals using the CFP certification in the United States. Members: 73,970 CEO: Kevin Keller CFO: Roger C. Myers Jr. Founded: 1985 Number of employees: 51 Headquarters: Washington, D.C., Denver, CO
Certified Financial Planner Board of Standards List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Certified Financial Planner Board of Standards. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Certified Financial Planner Board of Standards Salaries. You can even request information on how much does Certified Financial Planner Board of Standards pay if you want to. Learn about salaries, pros and cons of working for Certified Financial Planner Board of Standards 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!
20 Certified Financial Planner Board of Standards employees in database. Find out everything there's to know about Certified Financial Planner Board of Standards 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.
Certified Financial Planner Board of Standards Employees
Employee
Years
Job
Industry
Becky Mandez Becky Mandez's Certified Financial Planner Board of Standards Experience June 2002 - July 2007
Job
Industry Legal Services
Experience
Ardent Mills August 2014 - Present
Renewable Energy Systems Americas Inc. May 2008 - August 2014
Furniture Row Companies July 2007 - April 2008
Certified Financial Planner Board of Standards June 2002 - July 2007
Education
Metropolitan State College of Denver 1993 — 1997
Bachelor of Science (B.S.), Criminal Justice with an emphasis in Youth Advocacy
Community College of Denver 2000 — 2001
Paralegal Certification, Legal Studies, General
Ardent Mills August 2014 - Present
Renewable Energy Systems Americas Inc. May 2008 - August 2014
Furniture Row Companies July 2007 - April 2008
Certified Financial Planner Board of Standards June 2002 - July 2007
Education
Metropolitan State College of Denver 1993 — 1997
Bachelor of Science (B.S.), Criminal Justice with an emphasis in Youth Advocacy
Community College of Denver 2000 — 2001
Paralegal Certification, Legal Studies, General
Stefon Valencia, MBA Stefon Valencia, MBA's Certified Financial Planner Board of Standards Experience November 2007 - 2014
Job (c) Management Membership Recruitment and Retention Coordiantor
Industry Nonprofit Organization Management
Experience
Association of Community Cancer Centers November 2014 - Present
Independent Sector March 2014 - November 2014
Certified Financial Planner Board of Standards November 2007 - 2014
American Psychological Association August 2006 - November 2007
CareFirst Blue Cross Blue Shield October 1999 - November 2007
Skills
Leadership, Project Management, Strategic Planning, Business Strategy, Quality Assurance, Quantative Analysis, Customer Satisfaction, Customer Retention, Customer Experience, Leadership Development, Program Management, Training, Team Building, CRM, Customer Service, Marketing Strategy, Coaching, Analysis, Marketing Communications, Management, Cross-functional Team..., Marketing, Strategy, Public Relations, Market Research, Budgets, Nonprofits, Fundraising, Business Planning, Sales, Direct Marketing, Process Improvement, Recruiting, Change Management, Business Process, Data Analysis, Public Speaking, Vendor Management, Risk Management, Email Marketing, Event Management, Insurance, Social Media, Event Planning, Policy, Social Media Marketing, Advertising, Outlook, Microsoft Office, Contract Negotiation
Education
University of Maryland University College 2012 — 2013
Masters of Business Administration, (MBA)
University of Maryland University College 2011 — 2013
Bachelor of Science; BS, Marketing
Association of Community Cancer Centers November 2014 - Present
Independent Sector March 2014 - November 2014
Certified Financial Planner Board of Standards November 2007 - 2014
American Psychological Association August 2006 - November 2007
CareFirst Blue Cross Blue Shield October 1999 - November 2007
Skills
Leadership, Project Management, Strategic Planning, Business Strategy, Quality Assurance, Quantative Analysis, Customer Satisfaction, Customer Retention, Customer Experience, Leadership Development, Program Management, Training, Team Building, CRM, Customer Service, Marketing Strategy, Coaching, Analysis, Marketing Communications, Management, Cross-functional Team..., Marketing, Strategy, Public Relations, Market Research, Budgets, Nonprofits, Fundraising, Business Planning, Sales, Direct Marketing, Process Improvement, Recruiting, Change Management, Business Process, Data Analysis, Public Speaking, Vendor Management, Risk Management, Email Marketing, Event Management, Insurance, Social Media, Event Planning, Policy, Social Media Marketing, Advertising, Outlook, Microsoft Office, Contract Negotiation
Education
University of Maryland University College 2012 — 2013
Masters of Business Administration, (MBA)
University of Maryland University College 2011 — 2013
Bachelor of Science; BS, Marketing
Tamara Monroe Tamara Monroe's Certified Financial Planner Board of Standards Experience October 2006 - April 2007
Job Director of Legal Services at Financial Planning Standards Board Ltd.
Industry Legal Services
Experience
Financial Planning Standards Board Ltd. May 2007 - Present
Certified Financial Planner Board of Standards October 2006 - April 2007
Certified Financial Planner Board of Standards December 2005 - October 2006
Certified Financial Planner Board of Standards January 2005 - December 2005
Certified Financial Planner Board of Standards February 2001 - January 2005
Skills
Corporate Law, Legal Research, Corporate Governance, Trademarks, Risk Management, Legal Compliance
Education
Seattle University School of Law 1992 — 1995
JD, Law
The University of Akron 1980 — 1984
BA, Communications
Financial Planning Standards Board Ltd. May 2007 - Present
Certified Financial Planner Board of Standards October 2006 - April 2007
Certified Financial Planner Board of Standards December 2005 - October 2006
Certified Financial Planner Board of Standards January 2005 - December 2005
Certified Financial Planner Board of Standards February 2001 - January 2005
Skills
Corporate Law, Legal Research, Corporate Governance, Trademarks, Risk Management, Legal Compliance
Education
Seattle University School of Law 1992 — 1995
JD, Law
The University of Akron 1980 — 1984
BA, Communications
Noel Maye Noel Maye's Certified Financial Planner Board of Standards Experience January 1996 - November 2004
Job CEO, Financial Planning Standards Board Ltd.
Industry Financial Services
Experience
Financial Planning Standards Board Ltd. December 2004 - Present
Certified Financial Planner Board of Standards January 1996 - November 2004
Education
Trinity College Dublin
BA, BAI, Electronic Engineering
University of Colorado Boulder - Leeds School of Business
Masters, Business Administration
INSEAD
Executive Certificate in Global Management
Financial Planning Standards Board Ltd. December 2004 - Present
Certified Financial Planner Board of Standards January 1996 - November 2004
Education
Trinity College Dublin
BA, BAI, Electronic Engineering
University of Colorado Boulder - Leeds School of Business
Masters, Business Administration
INSEAD
Executive Certificate in Global Management
Susan Meisinger, SPHR, JD Susan Meisinger, SPHR, JD's Certified Financial Planner Board of Standards Experience January 2010 - December 2013
Job Columnist on HR Leadership, Speaker, Expert Witness
Industry Nonprofit Organization Management
Experience
University of Mary Washington 2013 - Present
Association of Executive Search Consultants 2011 - Present
Human Resource Policy Institute July 2010 - Present
National Academy of Human Resources March 2010 - Present
Sue Meisinger August 2008 - Present
Columnist on HR Leadership, Speaker, Expert Witness July 2008 - Present
Certified Financial Planner Board of Standards January 2010 - December 2013
Society for Human Resource Management March 2002 - July 2008
World Federation of Personnel Management Associations 2004 - 2008
BE&K 2003 - 2008
Skills
Expert Witness, Organizational..., Leadership Development, Non-profits, Talent Management, Strategic Planning, Public Speaking, Policy, Research, Succession Planning, Change Management, Employee Relations, Performance Management, Organizational..., Leadership, Talent Acquisition, Thought Leadership, Employee Engagement, Employment Law, Workforce Planning, Employee Training, Human Resources, Program Management, Recruiting, Management, Coaching, Employee Benefits, Career Development, HRIS, Interviews, Deferred Compensation, Personnel Management, Nonprofits, Benefits Administration, HR Policies, Onboarding, Management Consulting, Staff Development, Resume Writing, Strategy, Internal Communications, Career Counseling, Workshop Facilitation, Government, Organizational Design, Strategic Partnerships
Education
The George Washington University Law School 1975 — 1979
JD, Law
University of Mary Washington 1970 — 1974
BA, psychology
University of Mary Washington 2013 - Present
Association of Executive Search Consultants 2011 - Present
Human Resource Policy Institute July 2010 - Present
National Academy of Human Resources March 2010 - Present
Sue Meisinger August 2008 - Present
Columnist on HR Leadership, Speaker, Expert Witness July 2008 - Present
Certified Financial Planner Board of Standards January 2010 - December 2013
Society for Human Resource Management March 2002 - July 2008
World Federation of Personnel Management Associations 2004 - 2008
BE&K 2003 - 2008
Skills
Expert Witness, Organizational..., Leadership Development, Non-profits, Talent Management, Strategic Planning, Public Speaking, Policy, Research, Succession Planning, Change Management, Employee Relations, Performance Management, Organizational..., Leadership, Talent Acquisition, Thought Leadership, Employee Engagement, Employment Law, Workforce Planning, Employee Training, Human Resources, Program Management, Recruiting, Management, Coaching, Employee Benefits, Career Development, HRIS, Interviews, Deferred Compensation, Personnel Management, Nonprofits, Benefits Administration, HR Policies, Onboarding, Management Consulting, Staff Development, Resume Writing, Strategy, Internal Communications, Career Counseling, Workshop Facilitation, Government, Organizational Design, Strategic Partnerships
Education
The George Washington University Law School 1975 — 1979
JD, Law
University of Mary Washington 1970 — 1974
BA, psychology
Steven E. Barkley, CAE Steven E. Barkley, CAE's Certified Financial Planner Board of Standards Experience September 2008 - July 2014
Job CEO at Paradigm Testing
Industry Nonprofit Organization Management
Experience
Paradigm Testing January 2015 - Present
Certified Financial Planner Board of Standards September 2008 - July 2014
Association of American Medical Colleges July 1999 - August 2008
University of Maryland School of Medicine 1988 - 1998
Maryland Psychiatric Research Center 1985 - 1988
Skills
Program Management, Project Management, Data Analysis, Strategic Planning, Change Management, Leadership, Process Improvement, Public Speaking, Nonprofits, Research, Analysis, Program Evaluation, SDLC, Management, Vendor Management, Testing, Statistics, Team Building, Program Development, Organizational..., Business Development, Business Analysis, Security, Leadership Development, Business Strategy, Training, E-Learning, Non-profits, Strategy, SPSS, Microsoft Office, Risk Management
Education
University of Maryland Baltimore County
Master of Arts (M.A.), Community-Clinical Psychology
University of Maryland Baltimore County
Bachelor's Degree, Psychology
Paradigm Testing January 2015 - Present
Certified Financial Planner Board of Standards September 2008 - July 2014
Association of American Medical Colleges July 1999 - August 2008
University of Maryland School of Medicine 1988 - 1998
Maryland Psychiatric Research Center 1985 - 1988
Skills
Program Management, Project Management, Data Analysis, Strategic Planning, Change Management, Leadership, Process Improvement, Public Speaking, Nonprofits, Research, Analysis, Program Evaluation, SDLC, Management, Vendor Management, Testing, Statistics, Team Building, Program Development, Organizational..., Business Development, Business Analysis, Security, Leadership Development, Business Strategy, Training, E-Learning, Non-profits, Strategy, SPSS, Microsoft Office, Risk Management
Education
University of Maryland Baltimore County
Master of Arts (M.A.), Community-Clinical Psychology
University of Maryland Baltimore County
Bachelor's Degree, Psychology
Jason Jansky's Certified Financial Planner Board of Standards Experience February 2006 - April 2008
Job Communications Professional
Industry Public Relations and Communications
Experience
Jason Jansky Communications January 2010 - Present
DStreet January 2010 - Present
Downing Street Communications April 2008 - January 2010
LinnellTaylor Marketing February 2006 - April 2008
Certified Financial Planner Board of Standards February 2006 - April 2008
Metzger Associates May 2003 - January 2005
Metzger Associates July 2000 - January 2003
Skills
Media Relations, Press Releases, Public Relations, Corporate Communications, Strategic Communications, Social Media, Marketing Communications, Analyst Relations, Newsletters, Message Development, Copywriting, Content Strategy, Social Media Marketing, Editing, B2B Marketing, New Media, Trade Shows, Marketing Strategy, Social Networking, Marketing, Crisis Communications
Education
Arizona State University 1990 — 1994
Jason Jansky Communications January 2010 - Present
DStreet January 2010 - Present
Downing Street Communications April 2008 - January 2010
LinnellTaylor Marketing February 2006 - April 2008
Certified Financial Planner Board of Standards February 2006 - April 2008
Metzger Associates May 2003 - January 2005
Metzger Associates July 2000 - January 2003
Skills
Media Relations, Press Releases, Public Relations, Corporate Communications, Strategic Communications, Social Media, Marketing Communications, Analyst Relations, Newsletters, Message Development, Copywriting, Content Strategy, Social Media Marketing, Editing, B2B Marketing, New Media, Trade Shows, Marketing Strategy, Social Networking, Marketing, Crisis Communications
Education
Arizona State University 1990 — 1994
Barry Freedman CFP's Certified Financial Planner Board of Standards Experience 1984 - 2011
Job Trustee Foundation for Financial Planning
Industry Financial Services
Experience
Financial Planning Association 1972 - Present
Foundation for Financial Planning 2007 - 2012
Foundation for Financial Planning 2005 - 2012
Certified Financial Planner Board of Standards 1984 - 2011
Independent 1968 - 2008
Financial PLanner 1968 - 2008
Financial Planning Association of Massachusetts 1972 - 2005
Skills
President, Vines Community...
Education
Babson College 1961 — 1964
BSBA, Finance
Financial Planning Association 1972 - Present
Foundation for Financial Planning 2007 - 2012
Foundation for Financial Planning 2005 - 2012
Certified Financial Planner Board of Standards 1984 - 2011
Independent 1968 - 2008
Financial PLanner 1968 - 2008
Financial Planning Association of Massachusetts 1972 - 2005
Skills
President, Vines Community...
Education
Babson College 1961 — 1964
BSBA, Finance
Shelley Nixon, PHR Shelley Nixon, PHR's Certified Financial Planner Board of Standards Experience 2008 - 2011
Job Talent Director at Engility Corporation
Industry Nonprofit Organization Management
Experience
Engility Corporation January 2015 - Present
Engility Corporation (formerly Internat'l Resources Group) 2011 - Present
Certified Financial Planner Board of Standards 2008 - 2011
PA Consulting Group 2001 - 2008
AdvaMed 1992 - 2001
Skills
Organizational..., Employee Relations, HRIS, Leadership, Workforce Planning, Talent Management, Management Consulting, Recruiting, Personnel Management, Budgets, Change Management, Human Resources, Employee Benefits, Strategic Planning, Performance Management, Deferred Compensation, Talent Acquisition, Project Planning, Strategy
Education
James Madison University 1985 — 1989
BBA, International Business
Engility Corporation January 2015 - Present
Engility Corporation (formerly Internat'l Resources Group) 2011 - Present
Certified Financial Planner Board of Standards 2008 - 2011
PA Consulting Group 2001 - 2008
AdvaMed 1992 - 2001
Skills
Organizational..., Employee Relations, HRIS, Leadership, Workforce Planning, Talent Management, Management Consulting, Recruiting, Personnel Management, Budgets, Change Management, Human Resources, Employee Benefits, Strategic Planning, Performance Management, Deferred Compensation, Talent Acquisition, Project Planning, Strategy
Education
James Madison University 1985 — 1989
BBA, International Business
Kim (Mangan) Shokouhi's Certified Financial Planner Board of Standards Experience January 1999 - April 2001
Job Customer oriented business professional with over 15 years of experience across multiple business functions.
Industry Information Technology and Services
Experience
Sungard Availability Services April 2015 - Present
Kim Shokouhi Photography December 2002 - Present
Sungard Availability Services September 2013 - April 2015
All Sign Steel April 2001 - November 2012
Certified Financial Planner Board of Standards January 1999 - April 2001
Skills
Photography, Portrait Photography, Weddings, Blogging, Marketing, Digital Photography, Social Media Marketing, Social Media, Headshots, Magazines, Media Relations, Studio Photography, Mac, Image Editing, Editorial Photography, Lightroom, Advertising, Wedding Photography, Photojournalism, Fine Art Photography, Wedding Photojournalism, Fashion Photography, New Business Development, Product Management, Event Photography, Portraits, Press Releases, Commercial Photography, SEO, Literature Creation, Copy Editing, Oral & Written..., Graphic Design, Analytics, Management, Leadership, Sales, Event Planning, Customer Service, Social Networking
Education
University of Northern Colorado
Bachelor's Degree, Speech Communications
Denver Darkroom
N/A, Photography, Darkroom Photography
Sungard Availability Services April 2015 - Present
Kim Shokouhi Photography December 2002 - Present
Sungard Availability Services September 2013 - April 2015
All Sign Steel April 2001 - November 2012
Certified Financial Planner Board of Standards January 1999 - April 2001
Skills
Photography, Portrait Photography, Weddings, Blogging, Marketing, Digital Photography, Social Media Marketing, Social Media, Headshots, Magazines, Media Relations, Studio Photography, Mac, Image Editing, Editorial Photography, Lightroom, Advertising, Wedding Photography, Photojournalism, Fine Art Photography, Wedding Photojournalism, Fashion Photography, New Business Development, Product Management, Event Photography, Portraits, Press Releases, Commercial Photography, SEO, Literature Creation, Copy Editing, Oral & Written..., Graphic Design, Analytics, Management, Leadership, Sales, Event Planning, Customer Service, Social Networking
Education
University of Northern Colorado
Bachelor's Degree, Speech Communications
Denver Darkroom
N/A, Photography, Darkroom Photography
Edward Byrd Edward Byrd's Certified Financial Planner Board of Standards Experience June 2015 - Present
Job Network Administrator at NGEN,LLC
Industry Computer Networking
Experience
Certified Financial Planner Board of Standards June 2015 - Present
NGEN,LLC January 2015 - Present
Skills
Windows Server, SonicWALL, Microsoft Exchange, Technical Support, Virtual Machine Manager, Cisco VoIP, Cisco Switches, Cisco Call Manager, Labtech, VLAN, Troubleshooting Software, Putty, Router Configuration, Internet Troubleshooting, Hardware Installation, Wireless Networking, Hardware Diagnostics, Vipre, Hardware Architecture, Subnetting, TCP/IP protocols, Switches, Computer Hardware, Networking, Servers, Hardware, Microsoft Office
Education
Bowie State University
Bachelor of Applied Science (BASc), Computer Technology/Computer Systems Technology
Certified Financial Planner Board of Standards June 2015 - Present
NGEN,LLC January 2015 - Present
Skills
Windows Server, SonicWALL, Microsoft Exchange, Technical Support, Virtual Machine Manager, Cisco VoIP, Cisco Switches, Cisco Call Manager, Labtech, VLAN, Troubleshooting Software, Putty, Router Configuration, Internet Troubleshooting, Hardware Installation, Wireless Networking, Hardware Diagnostics, Vipre, Hardware Architecture, Subnetting, TCP/IP protocols, Switches, Computer Hardware, Networking, Servers, Hardware, Microsoft Office
Education
Bowie State University
Bachelor of Applied Science (BASc), Computer Technology/Computer Systems Technology
DawnMarie Lemmond DawnMarie Lemmond's Certified Financial Planner Board of Standards Experience June 1998 - April 2000
Job Executive Assistant at EPC Energy Services
Industry Construction
Experience
EPC Energy Services November 2014 - Present
CH2M HILL October 2007 - Present
Trigon February 2002 - October 2007
Enscicon Corporation April 2000 - November 2001
Certified Financial Planner Board of Standards June 1998 - April 2000
United Recyclers Group January 1998 - June 1998
The Broe Company January 1995 - December 1997
Skills
Pipelines, Engineering, EPC, Project Engineering, Project Planning, Project Management, Construction Management, Construction, Contract Management, Civil Engineering, Procurement, Primavera P6, Value Engineering, Project Estimation, Subcontracting, AutoCAD, Surveying, Process Scheduler, Project Control, Road, Water, MS Project, CAD, Highways, Feasibility Studies, Drainage, Microsoft Project, Cost Control, Inspection, Land Development
Education
California State University-Sacramento 1985 — 1987
Graduate Studies in Counseling, Marriage and Family Therapy/Counseling
California State University-Sacramento 1980 — 1985
Bachelor's Degree, Child Development/School Counseling
EPC Energy Services November 2014 - Present
CH2M HILL October 2007 - Present
Trigon February 2002 - October 2007
Enscicon Corporation April 2000 - November 2001
Certified Financial Planner Board of Standards June 1998 - April 2000
United Recyclers Group January 1998 - June 1998
The Broe Company January 1995 - December 1997
Skills
Pipelines, Engineering, EPC, Project Engineering, Project Planning, Project Management, Construction Management, Construction, Contract Management, Civil Engineering, Procurement, Primavera P6, Value Engineering, Project Estimation, Subcontracting, AutoCAD, Surveying, Process Scheduler, Project Control, Road, Water, MS Project, CAD, Highways, Feasibility Studies, Drainage, Microsoft Project, Cost Control, Inspection, Land Development
Education
California State University-Sacramento 1985 — 1987
Graduate Studies in Counseling, Marriage and Family Therapy/Counseling
California State University-Sacramento 1980 — 1985
Bachelor's Degree, Child Development/School Counseling
Marilyn Dimitroff, CFP Marilyn Dimitroff, CFP's Certified Financial Planner Board of Standards Experience January 2009 - December 2009
Job Director of Wealth Management/Principal Planning Alternatives
Industry Financial Services
Experience
Planning Alternatives October 2013 - Present
Capstone Study Group 1996 - September 2015
Capelli Financial Services, Inc. September 1994 - September 2013
Certified Financial Planner Board of Standards January 2009 - December 2009
Skills
Personal Finance, Financial Planners, Wealth, Leadership, Management, Asset Allocation, Strategic Financial..., Investments, Asset Managment, Portfolio Management, Retirement Planning, Investment Advisory, Estate Planning, Investment Strategies, Wealth Management, Mutual Funds, IRAs, Financial Advisory, Risk Management, Investment Management, Asset Management, Financial Services, Personal Financial...
Education
Eastern Michigan University
MA, Mathematics
Michigan State University
BA, Mathematics
Thurston
Planning Alternatives October 2013 - Present
Capstone Study Group 1996 - September 2015
Capelli Financial Services, Inc. September 1994 - September 2013
Certified Financial Planner Board of Standards January 2009 - December 2009
Skills
Personal Finance, Financial Planners, Wealth, Leadership, Management, Asset Allocation, Strategic Financial..., Investments, Asset Managment, Portfolio Management, Retirement Planning, Investment Advisory, Estate Planning, Investment Strategies, Wealth Management, Mutual Funds, IRAs, Financial Advisory, Risk Management, Investment Management, Asset Management, Financial Services, Personal Financial...
Education
Eastern Michigan University
MA, Mathematics
Michigan State University
BA, Mathematics
Thurston
Jeff Rattiner's Certified Financial Planner Board of Standards Experience May 1992 - January 1995
Job President at Rattiner's Financial Planning Fast Track, Inc.
Industry Financial Services
Experience
JR Financial Group, Inc. June 1997 - Present
Rattiner's Financial Planning Fast Track, Inc. January 1990 - Present
Various - Financial Planning Professional Journals and Magazines January 1990 - June 2005
Institute of Certified Financial Planners January 1995 - May 1997
Certified Financial Planner Board of Standards May 1992 - January 1995
American Institute of Certified Public Accountants September 1989 - May 1992
Skills
Retirement, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Insurance, Personal Income Tax..., Investments, College Teaching, Technical Writing, Consumer Education, Income Tax, College Education..., Lecturing, Teacher Training, Financial Advisory, Certified Financial..., Personal Financial..., Financial Services, Investment Advisory, Financial Planners, Personal Finance, Investment Management, Asset Allocation, IRAs, Investment Strategies, Series 7, Mutual Funds, Finance, Wealth, CPA, Wealth Management..., Tax Preparation, High Net Worth..., Series 63, Securities, FINRA, Life Insurance, Series 6, Series 24, Disability Insurance, Alternative Investments, ETFs, Long-term Care, Asset Management, Portfolio Management, Term Life Insurance, Financial Planning
Education
Hofstra University 1981 — 1983
Master of Business Administration (MBA), Certified Public Accountancy
Bernard Baruch College of the City University of New York 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing Management
JR Financial Group, Inc. June 1997 - Present
Rattiner's Financial Planning Fast Track, Inc. January 1990 - Present
Various - Financial Planning Professional Journals and Magazines January 1990 - June 2005
Institute of Certified Financial Planners January 1995 - May 1997
Certified Financial Planner Board of Standards May 1992 - January 1995
American Institute of Certified Public Accountants September 1989 - May 1992
Skills
Retirement, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Insurance, Personal Income Tax..., Investments, College Teaching, Technical Writing, Consumer Education, Income Tax, College Education..., Lecturing, Teacher Training, Financial Advisory, Certified Financial..., Personal Financial..., Financial Services, Investment Advisory, Financial Planners, Personal Finance, Investment Management, Asset Allocation, IRAs, Investment Strategies, Series 7, Mutual Funds, Finance, Wealth, CPA, Wealth Management..., Tax Preparation, High Net Worth..., Series 63, Securities, FINRA, Life Insurance, Series 6, Series 24, Disability Insurance, Alternative Investments, ETFs, Long-term Care, Asset Management, Portfolio Management, Term Life Insurance, Financial Planning
Education
Hofstra University 1981 — 1983
Master of Business Administration (MBA), Certified Public Accountancy
Bernard Baruch College of the City University of New York 1977 — 1981
Bachelor of Business Administration (B.B.A.), Marketing Management
Janis McCubbrey's Certified Financial Planner Board of Standards Experience 1997 - 2005
Job NonProfit Management; Building Local and National Partnerships; Prospect Cultivation; Consumer Outreach and Education
Industry Nonprofit Organization Management
Experience
National Association of Counsel for Children April 2011 - March 2013
University of Colorado Foundation February 2008 - July 2009
The Remember Foundation 2006 - 2008
Certified Financial Planner Board of Standards 1997 - 2005
College for Financial Planning/National Endowment for Financial Education 1995 - 1997
Skills
Non-profits, Fundraising, Volunteer Management, Community Outreach, Program Development
Education
Nebraska Wesleyan University
BA, English
University of Nebraska-Lincoln
MA, English
National Association of Counsel for Children April 2011 - March 2013
University of Colorado Foundation February 2008 - July 2009
The Remember Foundation 2006 - 2008
Certified Financial Planner Board of Standards 1997 - 2005
College for Financial Planning/National Endowment for Financial Education 1995 - 1997
Skills
Non-profits, Fundraising, Volunteer Management, Community Outreach, Program Development
Education
Nebraska Wesleyan University
BA, English
University of Nebraska-Lincoln
MA, English
Letty Lamping's Certified Financial Planner Board of Standards Experience March 1994 - February 2001
Job Federal Programs Specialist at DaVita Kidney Care
Industry Health, Wellness and Fitness
Experience
DaVita Kidney Care February 2012 - Present
GlenMar Photography February 2001 - Present
Kindred Healthcare November 2010 - November 2011
Certified Financial Planner Board of Standards March 1994 - February 2001
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Research, Strategic Planning, Leadership, Microsoft Word, Project Management, Nonprofits, Sales
Education
Colorado State University-Global Campus 2012 — 2014
Bachelor's Degree, Business Administration and Management, 3.8 GPA
Thornton High
Thornton High
DaVita Kidney Care February 2012 - Present
GlenMar Photography February 2001 - Present
Kindred Healthcare November 2010 - November 2011
Certified Financial Planner Board of Standards March 1994 - February 2001
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Research, Strategic Planning, Leadership, Microsoft Word, Project Management, Nonprofits, Sales
Education
Colorado State University-Global Campus 2012 — 2014
Bachelor's Degree, Business Administration and Management, 3.8 GPA
Thornton High
Thornton High
David Wuthrich's Certified Financial Planner Board of Standards Experience December 1999 - January 2001
Job National Account Manager at College for Financial Planning
Industry Education Management
Experience
College for Financial Planning March 2007 - Present
College for Financial Planning March 2001 - March 2007
Certified Financial Planner Board of Standards December 1999 - January 2001
CFP Board July 1998 - December 1999
Sagemark Consulting September 1997 - May 1998
Mountain States Employers Council May 1995 - September 1997
Skills
Consultative Sales..., Public Speaking, B2B, Strategic Planning, Territory Management, Account Management, Strategic Selling, Prospecting New Accounts, Consulting, Higher Education, Contract Negotiation, Training, Textbooks, Publishing, Sales, New Business Development
Education
University of Denver College of Law 1989 — 1992
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Lewis and Clark College 1982 — 1986
Bachelor of Science (BS), Physics and Natural Science
College for Financial Planning March 2007 - Present
College for Financial Planning March 2001 - March 2007
Certified Financial Planner Board of Standards December 1999 - January 2001
CFP Board July 1998 - December 1999
Sagemark Consulting September 1997 - May 1998
Mountain States Employers Council May 1995 - September 1997
Skills
Consultative Sales..., Public Speaking, B2B, Strategic Planning, Territory Management, Account Management, Strategic Selling, Prospecting New Accounts, Consulting, Higher Education, Contract Negotiation, Training, Textbooks, Publishing, Sales, New Business Development
Education
University of Denver College of Law 1989 — 1992
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Lewis and Clark College 1982 — 1986
Bachelor of Science (BS), Physics and Natural Science
YMCA
American Red Cross
Boy Scouts of America
City Year
Blue Cross Blue Shield of Michigan
Young Life
March of Dimes
UNICEF