Certified Financial Planner Board of Standards, Inc.

Industry: Nonprofit organization

Description

Certified 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

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Certified Financial Planner Board of Standards, Inc. Employees

Employee
Years
Job
Industry
David Ayraud David Ayraud Fort Collins, Colorado Details
David Ayraud's Certified Financial Planner Board of Standards, Inc. Experience 1998 - 1999
Job Senior County Attorney at Larimer County
Industry Law Practice
Experience
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

David Zuckerman, CFP®, CIMA® David Zuckerman, CFP®, CIMA® Greater Los Angeles Area Details
David Zuckerman, CFP®, CIMA®'s Certified Financial Planner Board of Standards, Inc. Experience October 2011 - Present
Job
Industry Investment Management
Experience
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

Sarah Teslik Sarah Teslik Houston, Texas Area Details
Sarah Teslik's Certified Financial Planner Board of Standards, Inc. Experience November 2004 - October 2006
Job Sr. Vice President, Communications, Public Affairs and Governance at Apache Corporation
Industry Oil & Energy
Experience
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

Thomas Grzymala Thomas Grzymala Keswick, Virginia Details
Thomas Grzymala's Certified Financial Planner Board of Standards, Inc. Experience January 2011 - June 2011
Job
Industry Financial Services
Experience
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

Mark H. Davis, CFP® Mark H. Davis, CFP® West Palm Beach, Florida Area Details
Mark H. Davis, CFP®'s Certified Financial Planner Board of Standards, Inc. Experience January 2013 - December 2013
Job Taking a break
Industry Banking
Experience
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

J. Barron Knight J. Barron Knight Annapolis, Maryland Details
J. Barron Knight's Certified Financial Planner Board of Standards, Inc. Experience September 2009 - February 2011
Job Attorney & Mediator at Court of Special Appeals for the State of Maryland
Industry Judiciary
Experience
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

Molly Emerson Molly Emerson Washington D.C. Metro Area Details
Molly Emerson's Certified Financial Planner Board of Standards, Inc. Experience June 2009 - December 2009
Job Immigration and National Security Intern at The Nixon Center
Industry International Affairs
Experience
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

Leo Rydzewski Leo Rydzewski Washington D.C. Metro Area Details
Leo Rydzewski's Certified Financial Planner Board of Standards, Inc. Experience January 2015 - Present
Job General Counsel at Certified Financial Planner Board of Standards, Inc.
Industry Law Practice
Experience
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

Kathy Cisar Kathy Cisar Greater Denver Area Details
Kathy Cisar's Certified Financial Planner Board of Standards, Inc. Experience November 2000 - July 2005
Job Professional II Editor/Project Manager at National Renewable Energy Laboratory (NREL)
Industry Museums and Institutions
Experience
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

Emil Mara Emil Mara Washington D.C. Metro Area Details
Emil Mara's Certified Financial Planner Board of Standards, Inc. Experience 2007 - 2009
Job Vice President, Finance, Administration and Membership at Association of Public Television Stations
Industry Nonprofit Organization Management
Experience
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

James Beach James Beach San Francisco, California Details
James Beach's Certified Financial Planner Board of Standards, Inc. Experience September 2010 - December 2010
Job Attorney at Kirkland & Ellis LLP
Industry Law Practice
Experience
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

James J. Denora, CPA, CFP® James J. Denora, CPA, CFP® Annapolis, Maryland Details
James J. Denora, CPA, CFP®'s Certified Financial Planner Board of Standards, Inc. Experience November 2009 - December 2010
Job CoFounder, Wealth Advisor at Leading Edge Wealth Advisors, LLC
Industry Investment Management
Experience
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

Adam Zajac Adam Zajac Washington D.C. Metro Area Details
Adam Zajac's Certified Financial Planner Board of Standards, Inc. Experience June 2009 - February 2012
Job Adjudicatory Counsel at CFP Board
Industry Law Practice
Experience
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

Claire Low Claire Low Washington D.C. Metro Area Details
Claire Low's Certified Financial Planner Board of Standards, Inc. Experience June 2009 - February 2010
Job Regional Targeting Director at Democratic Congressional Campaign Committee
Industry Political Organization
Experience
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

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