Certified Financial Planner Board of Standards, Inc.
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, Inc. 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, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Certified Financial Planner Board of Standards, Inc. Employees
Larimer County January 2009 - Present
CCU - College of Adult & Graduate Studies 2002 - Present
Harden, Hass, Haag & Hallberg, P.C. 1999 - 2009
Certified Financial Planner Board of Standards, Inc. 1998 - 1999
District Attorney 13th Judicial District of Colorado 1998 - 1998
Skills
Policy, Public Speaking, Leadership, Marketing, Business Development, Risk Management, Civil Litigation, Business Regulations, Criminal Justice, Intellectual Property, Liquor Licensing, Management, Employment Law, Administration, Law Enforcement, Homebrewing
Education
University of Denver 1994 — 1997
JD, Law
University of Arizona 1990 — 1994
Bachelor of Science (BS), Psychology
Certified Financial Planner Board of Standards, Inc. October 2011 - Present
Zuckerman Capital Management, LLC December 2008 - Present
Lifestyle Portfolios December 2003 - December 2008
Royal Alliance Associates, Inc. December 2002 - December 2003
California State Office for International Trade and Investment June 2002 - September 2002
Skills
Portfolio Management, Wealth Management, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Estate Planning, Asset Managment, Valuation, Financial Advisory, Trading, Series 63, Asset Management, Finance, Wealth Management..., Investment Management
Education
University of California, Los Angeles 1998 — 2002
B.A., Economics
Apache Corporation October 2006 - Present
Certified Financial Planner Board of Standards, Inc. November 2004 - October 2006
The Council of Institutional Investors July 1988 - October 2004
Skills
Governance, Policy, Due Diligence, Corporate Governance, Risk Management, Executive Management, Corporate Social..., Investments, Employment Law, Investor Relations, Change Management, Compliance, corporate and..., Management, Public Affairs, Internal Communications, Digital Communication..., Social Media..., Crisis Management, Speech Writing
Education
Georgetown University 1980 — 1983
Juris Doctorate
Oxford University 1974 — 1976
Master's Degree
Whitman College 1971 — 1974
Bachelor's Degree
Literacy Volunteers Charlottesville/Albemarle October 2012 - Present
Charlottesville Symphony Society 2007 - Present
Forensic Analytics LLC 2004 - Present
Certified Financial Planner Board of Standards Inc. January 2011 - June 2011
Forensic Analytics LLC June 1998 - June 2010
Certified Financial Planner Board of Standards, Inc. July 2009 - July 2009
National Assn of Personal Financial Advisors 1990 - 2005
Alexandria Financial Associates, LLC May 1987 - June 2004
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Personal Finance, Financial Analysis, Litigation, Retirement, Investment Advisory, Asset Managment, Asset Allocation, Wealth, Financial Planners, Investment Strategies, Arbitration, Investment Management, Asset Management, Financial Services, Mutual Funds, Finance, Personal Financial..., Alternative Investments, 401k, Fixed Annuities, FINRA, Corporate Finance, Pensions, Series 7, Series 63, Venture Capital, Financial Planning
Education
U.S. Naval Academy 1958 — 1962
Bachelor of Science (B.S.), Engineering
American University 1966 — 1968
MPA, Operations Resarch
Enjoying intellectual freedom July 2015 - Present
BMO Private Bank, BMO Harris Bank N.A. February 2009 - July 2015
Certified Financial Planner Board of Standards, Inc. January 2013 - December 2013
Friends of MacArthur Beach State Park January 2010 - June 2013
Wachovia, A Wells Fargo Company 2001 - 2009
Kislak National Bank 1999 - 2001
BankUnited 1997 - 1999
Boca Bank 1991 - 1996
Southeast Bank 1979 - 1991
East First National Bank 1977 - 1979
Skills
Credit Analysis, Private Banking, Financial Analysis, Wealth Management, Loans, Credit, Banking, Underwriting, Commercial Lending, Portfolio Management, Financial Structuring, Retail Banking, Consumer Lending, Small Business Lending, Commercial Banking, Treasury Management, Investment Advisory, Wealth Management..., Financial Advisory, Securities
Education
Florida Gulf Coast University 2001 — 2002
Financial Planning Curriculum, Certified Financial Planner®
Louisiana State University 1999 — 2000
Professional Master of Banking, Banking
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1982
Graduate Degree in Banking, The Stonier Graduate School of Banking
University of Oklahoma
American Bankers' Association National Commercial Lending School
University of Oklahoma
Instalment Lending
University of Florida 1969 — 1970
Miami Dade College 1968 — 1969
A.S., Earth Sciences
Norland High School 1964 — 1967
Court of Special Appeals for the State of Maryland July 2012 - Present
Knight Consulting Services February 1997 - Present
Certified Financial Planner Board of Standards, Inc. September 2009 - February 2011
Certified Financial Planner Board of Standards, Inc. October 2007 - September 2009
FINRA 2005 - 2007
Department of Insurance, Securities & Banking for DC May 2002 - September 2005
NASAA 1999 - 2005
Securities Division for Maryland OAG April 1999 - May 2002
Skills
Securities Regulation, Conflict Resolution, Litigation, Mediation, Securities, Estate Planning, Legal Writing, Alternative Dispute..., Appeals, Investments, Licensing, Legal Research, Financial Services, Policy, Civil Litigation, FINRA, Courts, Corporate Governance, Dispute Resolution, Commercial Litigation, Corporate Law, Government, Intellectual Property, Torts, Bankruptcy, Litigation Support, Legal Issues, Westlaw, Trusts, Trials, International Law, Legal Compliance, Employment Law, Administrative Law, Legislation
Education
University of Maryland School of Law 1993 — 1996
Juris Doctorate
State University of New York College at Fredonia 1986 — 1992
BA, English
Brentwood High School 1982 — 1986
Center for the National Interest (former The Nixon Center) April 2010 - June 2010
Certified Financial Planner Board of Standards, Inc. June 2009 - December 2009
USA TODAY July 2008 - February 2009
Talent Keyhole, LLC September 2007 - October 2007
SUSTAIN September 2006 - June 2007
Oxford Health Plans, Inc. November 2005 - August 2006
University of Connecticut Writing Center September 2004 - May 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, Adobe Acrobat, Briefing, Report Writing, Presentations, Research, Nonprofits, Policy, Politics, Event Planning, Spanish
Education
The George Washington University 2006 — 2008
M.A., International Affairs
St. Catherine's College, Oxford University 2007 — 2007
International Human Rights Law
University of Connecticut 2001 — 2005
B.A., Spanish and English (Dual Major)
Centro de Lenguas Modernas 2003 — 2004
Spanish Language, Literature, and Culture
Certified Financial Planner Board of Standards, Inc. January 2015 - Present
Holland & Knight LLP January 1998 - December 2014
United States District Court for the Southern District of Florida August 1996 - December 1997
Skills
Class Actions, Insurance Claims, Torts, Litigation, Complex Litigation, Commercial Litigation, Civil Litigation, Litigation Management, Intellectual Property, Real Estate, Mediation, Arbitration, Counseling, Negotiation
Education
Florida State University College of Law 1993 — 1996
JD, Law
Georgetown University 1986 — 1990
Bacbelor of Arts, Economics
National Renewable Energy Laboratory (NREL) May 2014 - Present
Museum Store Association, Inc July 2005 - May 2014
Certified Financial Planner Board of Standards, Inc. November 2000 - July 2005
Almaden Marketing Group, Inc July 1997 - November 2000
Dr. Linda Ben-Zvi August 1996 - June 1997
Center for Applied Studies in American Ethnicity (CASAE) August 1996 - May 1997
Loveland Downtown Development Association May 1996 - August 1996
Gender Integration Project, Office of Women’s Programs & Studies August 1995 - May 1996
Skills
Copywriting, Editing, Nonprofits, Museums, Editorial, Marketing Communications, Newsletters, Social Media, Social Media Marketing, Marketing, Social Networking, Writing, Web Content
Education
Colorado State University
Master of Arts, English Literature
Coe College
Bachelor of Arts, Biology
Association of Public Television Stations 2015 - Present
Association of Public Television Stations 2010 - 2014
Certified Financial Planner Board of Standards, Inc. 2007 - 2009
American Petroleum Institute 2003 - 2007
Baltimore Area Convention and Visitors Association 1998 - 2003
Deltek Systems, Inc. 1998 - 1998
Equipment Leasing and Finance Association January 1995 - December 1997
Smith, Bucklin and Associates 1990 - 1995
Arthur Andersen & Company 1986 - 1989
Skills
Change Management, Internal Controls, Leadership, Accounting, Finance, Analysis, Budgets, Auditing, Financial Reporting, Financial Analysis, Human Resources, Forecasting, Strategic Planning, Nonprofits
Education
Georgetown University 1982 — 1986
BSBA, Accounting
Kirkland & Ellis LLP September 2011 - Present
Certified Financial Planner Board of Standards, Inc. September 2010 - December 2010
Lobb & Cliff, LLP June 2010 - August 2010
US Securities and Exchange Commission January 2010 - April 2010
Chandler & Thong-ek June 2009 - August 2009
The Princeton Review March 2006 - May 2009
Lobb, Cliff & Lester, LLP November 2006 - August 2008
University of California, Riverside 2005 - 2006
Haysbridge August 2004 - July 2005
Skills
Mergers, Corporate Law
Education
Georgetown University Law Center 2008 — 2011
JD, Law
University of California, Riverside 2005 — 2006
M.A, Political Science
University of California, Santa Barbara 1999 — 2003
B.A., Philosophy
Leading Edge Wealth Advisors, LLC June 2013 - Present
Severn Financial Advisors, LLC June 2002 - June 2013
Certified Financial Planner Board of Standards, Inc. November 2009 - December 2010
McArdle Printing Company February 1997 - March 2001
Bureau of National Affairs June 1988 - February 1997
Grant Thornton January 1984 - June 1988
Education
The American College 2003 — 2004
C.F.P., Certified Financial Planner
George Mason University - School of Business 1992 — 1994
M.B.A., Finance
St. Francis University 1974 — 1978
B.S., Accounting
CFP Board February 2012 - Present
Certified Financial Planner Board of Standards, Inc. June 2009 - February 2012
US Securities and Exchange Commission 2009 - 2009
Sheehan & Associates, PLC May 2004 - May 2005
Skills
Securities Regulation, Legal Writing, Commercial Litigation, Civil Litigation, Legal Research, Litigation, Corporate Law, Mediation, Arbitration, Privacy Law, Courts, Corporate Governance, Westlaw
Education
Georgetown University Law Center 2008 — 2009
Wayne State University Law School 2005 — 2008
Juris Doctor, Law
Democratic Congressional Campaign Committee August 2015 - Present
Kennedy Communications Inc February 2010 - Present
Certified Financial Planner Board of Standards, Inc. June 2009 - February 2010
George Washington University January 2008 - January 2010
Federal Communications Commission January 2009 - May 2009
Kennedy Communications September 2008 - November 2008
Kennedy Communications May 2008 - August 2008
U.S. House of Representatives January 2007 - December 2007
Skills
Research, Writing, Politics, Strategic Communications, Public Policy, Copywriting, Direct Mail, Community Outreach, Political Communication, Campaign, Non-profits, Social Media, Political Strategy, Voter Contact, Constituent..., GOTV, Votebuilder, Opposition Research, Fundraising, Political Consulting
Education
The George Washington University
BA, Political Communication