CFP Board
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. Professional title: Certified Financial Planner (CFP) Founded: 1985 Headquarters: Washington, D.C., Denver, CO
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CFP Board Employees
Employee
Years
Job
Industry
Kate Holmes, CFP® Kate Holmes, CFP®'s CFP Board Experience December 2014 - Present
Job Founder/CEO, Speaker, Writer, World Traveler, Advocate for the Future of Financial Planning and Women
Industry Financial Services
Experience
Belmore Financial, LLC May 2013 - Present
Kivvik May 2015 - Present
Employee Financial Advice May 2013 - Present
Financial Planning Association of Nevada January 2015 - Present
CFP Board December 2014 - Present
CFP Board December 2014 - Present
XY Planning Network April 2014 - December 2014
Global Visionaries September 2011 - October 2013
Junior Achievement of Washington September 2011 - June 2013
Junior Achievement of Washington January 2009 - June 2013
Education
College for Financial Planning 2010 — 2010
Financial Planning
RMIT University 2004 — 2005
Bachelor of Arts (B.A.), Photography
Belmore Financial, LLC May 2013 - Present
Kivvik May 2015 - Present
Employee Financial Advice May 2013 - Present
Financial Planning Association of Nevada January 2015 - Present
CFP Board December 2014 - Present
CFP Board December 2014 - Present
XY Planning Network April 2014 - December 2014
Global Visionaries September 2011 - October 2013
Junior Achievement of Washington September 2011 - June 2013
Junior Achievement of Washington January 2009 - June 2013
Education
College for Financial Planning 2010 — 2010
Financial Planning
RMIT University 2004 — 2005
Bachelor of Arts (B.A.), Photography
Angus Blackwood Angus Blackwood's CFP Board Experience January 2012 - January 2015
Job President and Founding Advisor at WhiteSpace Financial, LLC
Industry Investment Management
Experience
WhiteSpace Financial, LLC March 2009 - Present
De Anza College 1995 - Present
CFP Board January 2012 - January 2015
CFP Board February 2009 - December 2011
Merrill Lynch March 1995 - March 2009
United States Navy 1988 - 1994
Skills
Wealth Management, Investment Management, Strategic Financial..., Retirement, Financial Advisory, Wealth, Personal Finance, Asset Allocation, Investment Advisory, Retirement Planning, Series 7, Mutual Funds, Investments, Series 63, Asset Managment
Education
College for Financial Planning 2006 — 2007
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 2006 — 2007
CRPS, Chartered Retirement Plans Specialist
Zhan-Kaplan Advanced Financial Planning 2005 — 2007
CFP, Personal Finance
Keller Graduate School of Management of DeVry University 2001 — 2004
MBA
Miami University 1984 — 1988
B.S. Business, Finance and Economics
HMS
WhiteSpace Financial, LLC March 2009 - Present
De Anza College 1995 - Present
CFP Board January 2012 - January 2015
CFP Board February 2009 - December 2011
Merrill Lynch March 1995 - March 2009
United States Navy 1988 - 1994
Skills
Wealth Management, Investment Management, Strategic Financial..., Retirement, Financial Advisory, Wealth, Personal Finance, Asset Allocation, Investment Advisory, Retirement Planning, Series 7, Mutual Funds, Investments, Series 63, Asset Managment
Education
College for Financial Planning 2006 — 2007
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 2006 — 2007
CRPS, Chartered Retirement Plans Specialist
Zhan-Kaplan Advanced Financial Planning 2005 — 2007
CFP, Personal Finance
Keller Graduate School of Management of DeVry University 2001 — 2004
MBA
Miami University 1984 — 1988
B.S. Business, Finance and Economics
HMS
Andrew T. Gardener, CFP® Andrew T. Gardener, CFP®'s CFP Board Experience 2011 - Present
Job Tanglewood Legacy Advisors President and Founder of The Family CFO
Industry Financial Services
Experience
Houston Business & Estate Planning Council September 2011 - Present
CFP® Board 2011 - Present
Houston Public Media 2005 - Present
Tanglewood Legacy Advisors, LLC May 2003 - Present
LPL Financial 2003 - Present
Financial Planning Association of Houston January 2010 - August 2011
ACB- Houston 2007 - 2010
Financial Planning Association of Houston January 2009 - December 2009
Merrill Lynch 1981 - 2003
Skills
Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Financial Advisory, Asset Allocation, Retirement, Investment Advisory, Finance, Investments, Investment Strategies, Asset Management, Series 7, Wealth, Insurance, Securities, Financial Planners
Education
Emory University 1976 — 1980
Jericho High School
University of Houston, C.T. Bauer College of Business
Financial Planning
Houston Business & Estate Planning Council September 2011 - Present
CFP® Board 2011 - Present
Houston Public Media 2005 - Present
Tanglewood Legacy Advisors, LLC May 2003 - Present
LPL Financial 2003 - Present
Financial Planning Association of Houston January 2010 - August 2011
ACB- Houston 2007 - 2010
Financial Planning Association of Houston January 2009 - December 2009
Merrill Lynch 1981 - 2003
Skills
Wealth Management, Retirement Planning, Estate Planning, Strategic Financial..., Financial Advisory, Asset Allocation, Retirement, Investment Advisory, Finance, Investments, Investment Strategies, Asset Management, Series 7, Wealth, Insurance, Securities, Financial Planners
Education
Emory University 1976 — 1980
Jericho High School
University of Houston, C.T. Bauer College of Business
Financial Planning
Alan Goldfarb, CFP Alan Goldfarb, CFP's CFP Board Experience 2007 - 2012
Job I help successful individuals to make their retirement dreams become a reality.
Industry Financial Services
Experience
Financial Strategies Group December 2012 - Present
CONCERT Wealth Management, Inc. December 2012 - June 2015
FINRA and NYSE 1992 - 2013
Weaver Wealth Management February 2001 - November 2012
Financial Planning Standards Board Ltd. 2010 - 2012
CFP Board 2007 - 2012
Dallas Summer Musicals 2006 - 2012
Dallas Summer Musicals 2009 - 2011
Raymond James Financial Inc. 1989 - 2011
Weaver Tidwell Wealth Management February 2001 - November 2009
Skills
Expert Witness, Wealth Preservation, Wealth Management, Retirement Planning, Risk Management, Tax, Financial Planners, Wealth Management..., Finance, Estate Planning, Financial Services, Personal Finance, Alternative Investments, Valuation, 401k, Mutual Funds, Investments, Strategic Financial..., Wealth, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Management, Asset Management, Employee Benefits, Financial Advisory, Series 63, Series 7, Investment Strategies, Securities, Pensions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
AIF, Accredited Investment Fiduciary
College of Financial Planning 1975 — 1978
CFP, Personal Finance
University of North Texas 1966 — 1970
MBA, Management and Economics
Fairleigh Dickinson University-Metropolitan Campus 1961 — 1966
BS, Engineering and Management
Financial Strategies Group December 2012 - Present
CONCERT Wealth Management, Inc. December 2012 - June 2015
FINRA and NYSE 1992 - 2013
Weaver Wealth Management February 2001 - November 2012
Financial Planning Standards Board Ltd. 2010 - 2012
CFP Board 2007 - 2012
Dallas Summer Musicals 2006 - 2012
Dallas Summer Musicals 2009 - 2011
Raymond James Financial Inc. 1989 - 2011
Weaver Tidwell Wealth Management February 2001 - November 2009
Skills
Expert Witness, Wealth Preservation, Wealth Management, Retirement Planning, Risk Management, Tax, Financial Planners, Wealth Management..., Finance, Estate Planning, Financial Services, Personal Finance, Alternative Investments, Valuation, 401k, Mutual Funds, Investments, Strategic Financial..., Wealth, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Management, Asset Management, Employee Benefits, Financial Advisory, Series 63, Series 7, Investment Strategies, Securities, Pensions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
AIF, Accredited Investment Fiduciary
College of Financial Planning 1975 — 1978
CFP, Personal Finance
University of North Texas 1966 — 1970
MBA, Management and Economics
Fairleigh Dickinson University-Metropolitan Campus 1961 — 1966
BS, Engineering and Management
Emily Darden Emily Darden's CFP Board Experience June 2002 - December 2005
Job Paralegal at InnovAge
Industry Legal Services
Experience
InnovAge August 2012 - Present
Cardno October 2014 - March 2015
Allonhill December 2010 - June 2012
Aurora Bank FSB April 2006 - December 2010
Specialized Loan Servicing February 2005 - April 2006
CFP Board June 2002 - December 2005
Skills
Outlook, Loss Mitigation, Risk Management, Mortgage Lending, Mortgage Servicing, Due Diligence, Microsoft Excel, Analysis, Process Improvement, Business Analysis, Vendor Management, Loan Modifications, Banking, Training, Loan Servicing, Customer Service
Education
Denver Paralegal Institute 2000 — 2001
Paralegal Certificate
California State University-Chico 1991 — 1995
Bachelor of Arts, Psychology
InnovAge August 2012 - Present
Cardno October 2014 - March 2015
Allonhill December 2010 - June 2012
Aurora Bank FSB April 2006 - December 2010
Specialized Loan Servicing February 2005 - April 2006
CFP Board June 2002 - December 2005
Skills
Outlook, Loss Mitigation, Risk Management, Mortgage Lending, Mortgage Servicing, Due Diligence, Microsoft Excel, Analysis, Process Improvement, Business Analysis, Vendor Management, Loan Modifications, Banking, Training, Loan Servicing, Customer Service
Education
Denver Paralegal Institute 2000 — 2001
Paralegal Certificate
California State University-Chico 1991 — 1995
Bachelor of Arts, Psychology
Chris Russo, CPA, MBA Chris Russo, CPA, MBA's CFP Board Experience 2001 - 2007
Job President, Innovative Accounting Solutions, Inc.
Industry Accounting
Experience
Innovative Accounting Solutions, Inc. December 2010 - Present
Russo Innovative Financial, LLC June 2008 - December 2010
CFP Board 2001 - 2007
Skills
Tax Preparation, Tax, Accounting, Strategic Financial..., Bookkeeping, Financial Statements, Budgets, CPA, Tax Returns, Cash Flow, Financial Reporting, Financial Analysis, QuickBooks, Small Business, Investments, Risk Management, Financial Accounting, Managerial Finance, General Ledger, Cash Management, Internal Controls, GAAP, Auditing, Account Reconciliation, Cost Accounting, Fixed Assets, Accounts Receivable, Accounts Payable, Corporate Tax, Strategic Planning, Income Tax, Sales Tax, Financial Audits, Variance Analysis, Tax Accounting, Payroll, Non-profits, Microsoft Excel, US GAAP, Balance, Accountants, Consolidation, Journal Entries, Finance, Asset Managment, Internal Audit, Payroll Taxes, IRS, Asset Management
Education
Concord Law School - Kaplan University 2013 — 2016
Executive Juris Doctorate
Regis Jesuit High School 1992 — 1996
Professional Accounting
Regis University 1992 — 1996
B.S., MBA, Accounting/Finance
Innovative Accounting Solutions, Inc. December 2010 - Present
Russo Innovative Financial, LLC June 2008 - December 2010
CFP Board 2001 - 2007
Skills
Tax Preparation, Tax, Accounting, Strategic Financial..., Bookkeeping, Financial Statements, Budgets, CPA, Tax Returns, Cash Flow, Financial Reporting, Financial Analysis, QuickBooks, Small Business, Investments, Risk Management, Financial Accounting, Managerial Finance, General Ledger, Cash Management, Internal Controls, GAAP, Auditing, Account Reconciliation, Cost Accounting, Fixed Assets, Accounts Receivable, Accounts Payable, Corporate Tax, Strategic Planning, Income Tax, Sales Tax, Financial Audits, Variance Analysis, Tax Accounting, Payroll, Non-profits, Microsoft Excel, US GAAP, Balance, Accountants, Consolidation, Journal Entries, Finance, Asset Managment, Internal Audit, Payroll Taxes, IRS, Asset Management
Education
Concord Law School - Kaplan University 2013 — 2016
Executive Juris Doctorate
Regis Jesuit High School 1992 — 1996
Professional Accounting
Regis University 1992 — 1996
B.S., MBA, Accounting/Finance
Christopher Stubelt Christopher Stubelt's CFP Board Experience June 2015 - Present
Job CE Sponsors Administrator at CFP Board
Industry Financial Services
Experience
CFP Board June 2015 - Present
CFP Board January 2014 - June 2015
Beacon Hill Staffing Group October 2013 - January 2014
Beacon Hill Staffing Group October 2013 - October 2013
Beacon Hill Staffing Group September 2013 - September 2013
The Nova Group September 2013 - September 2013
Barnes & Noble October 2007 - January 2013
Skills
Editing, Microsoft Office, Politics, Nonprofits, Customer Service, Training, Research, Data Analysis, Writing, Data Entry, Digital Illustration, Windows, Sitefinity, NetForum, SharePoint, Photoshop, GIMP, SketchUp, 3D Studio Max, Advocacy, Political Science, Public Management, Foreign Policy, German, Continuing Education
Education
University of Massachusetts, Amherst 2010 — 2013
BA, Politcal Science
Ruprecht-Karls-Universität Heidelberg 2011 — 2011
Deutsch als Fremdsprache
Plymouth State University 2008 — 2010
Public Management
CFP Board June 2015 - Present
CFP Board January 2014 - June 2015
Beacon Hill Staffing Group October 2013 - January 2014
Beacon Hill Staffing Group October 2013 - October 2013
Beacon Hill Staffing Group September 2013 - September 2013
The Nova Group September 2013 - September 2013
Barnes & Noble October 2007 - January 2013
Skills
Editing, Microsoft Office, Politics, Nonprofits, Customer Service, Training, Research, Data Analysis, Writing, Data Entry, Digital Illustration, Windows, Sitefinity, NetForum, SharePoint, Photoshop, GIMP, SketchUp, 3D Studio Max, Advocacy, Political Science, Public Management, Foreign Policy, German, Continuing Education
Education
University of Massachusetts, Amherst 2010 — 2013
BA, Politcal Science
Ruprecht-Karls-Universität Heidelberg 2011 — 2011
Deutsch als Fremdsprache
Plymouth State University 2008 — 2010
Public Management
Rob Vazquez Rob Vazquez's CFP Board Experience September 2014 - November 2014
Job Retention Marketing Specialist at National Geographic
Industry Marketing and Advertising
Experience
National Geographic February 2015 - Present
STARR Movement June 2014 - Present
CFP Board September 2014 - November 2014
Save On Everything October 2013 - June 2014
TEDxUMDearborn February 2013 - October 2013
Green Light Go Publicity January 2012 - January 2013
Skills
Press Releases, Media Relations, Corporate Communications, Event Planning, Public Relations, Social Media, Editing, Ceramic Sculpture, Management, Marketing, Budgets, PowerPoint, SEO, Marketing Communications, Email Marketing, Fundraising, Social Media Marketing, Public Speaking, Community Outreach, Leadership
Education
University of Michigan-Dearborn 2010 — 2013
Bachelor of Arts (BA), Management, Global Studies, Communication, 3.81/4.0
Henry Ford Community College 2008 — 2010
National Geographic February 2015 - Present
STARR Movement June 2014 - Present
CFP Board September 2014 - November 2014
Save On Everything October 2013 - June 2014
TEDxUMDearborn February 2013 - October 2013
Green Light Go Publicity January 2012 - January 2013
Skills
Press Releases, Media Relations, Corporate Communications, Event Planning, Public Relations, Social Media, Editing, Ceramic Sculpture, Management, Marketing, Budgets, PowerPoint, SEO, Marketing Communications, Email Marketing, Fundraising, Social Media Marketing, Public Speaking, Community Outreach, Leadership
Education
University of Michigan-Dearborn 2010 — 2013
Bachelor of Arts (BA), Management, Global Studies, Communication, 3.81/4.0
Henry Ford Community College 2008 — 2010
James Watkins, III, JD, CFP®, AWMA® James Watkins, III, JD, CFP®, AWMA®'s CFP Board Experience August 1999 - November 1999
Job CEO/Managing Member at InvestSense, LLC
Industry Financial Services
Experience
CFP(R) Board January 2015 - Present
The Watkins Law Firm 2007 - Present
InvestSense, LLC July 1988 - Present
AXA Advisors November 1999 - March 2001
CFP Board August 1999 - November 1999
FSC Securities Corporation September 1998 - August 1999
SunTrust Securities September 1997 - July 1998
Skills
Estate Planning, Fiduciary, Securities Litigation, Asset Protection, Retirement Planning, Wealth Management, Wealth Preservation..., Portfolio Management, Retirement, Fiduciary Management, Investment Advisory, Finance, Strategic Financial..., Litigation, RIA Compliance Consultng, Trusts, Estate Administration, Investments, ERISA, Financial Advisory, High Net Worth..., IRAs, 401k, Fiduciary Consulting, Portfolio Analysis, Asset Protection..., 401(k) Compliance..., Securities Fraud, Breach of Fiduciary Duty, Forensic/Litigation..., Fiduciary Oversight..., Corporate Governance, Wills, Legal Assistance, Personal Finance, Wealth Accumulation, Wealth Management..., Certified Financial..., Estate Tax Planning, Retirement Distribution..., LLC, Financial Planners, Asset Allocation, Options, Quality of Investment..., Personal Financial..., Securities, Wealth, Financial Planning
Education
University of Notre Dame Law School 1979 — 1981
J.D., Law
Georgia State University 1974 — 1977
B.S., with honors, Political Science
Druid Hills High School 1969 — 1973
CFP(R) Board January 2015 - Present
The Watkins Law Firm 2007 - Present
InvestSense, LLC July 1988 - Present
AXA Advisors November 1999 - March 2001
CFP Board August 1999 - November 1999
FSC Securities Corporation September 1998 - August 1999
SunTrust Securities September 1997 - July 1998
Skills
Estate Planning, Fiduciary, Securities Litigation, Asset Protection, Retirement Planning, Wealth Management, Wealth Preservation..., Portfolio Management, Retirement, Fiduciary Management, Investment Advisory, Finance, Strategic Financial..., Litigation, RIA Compliance Consultng, Trusts, Estate Administration, Investments, ERISA, Financial Advisory, High Net Worth..., IRAs, 401k, Fiduciary Consulting, Portfolio Analysis, Asset Protection..., 401(k) Compliance..., Securities Fraud, Breach of Fiduciary Duty, Forensic/Litigation..., Fiduciary Oversight..., Corporate Governance, Wills, Legal Assistance, Personal Finance, Wealth Accumulation, Wealth Management..., Certified Financial..., Estate Tax Planning, Retirement Distribution..., LLC, Financial Planners, Asset Allocation, Options, Quality of Investment..., Personal Financial..., Securities, Wealth, Financial Planning
Education
University of Notre Dame Law School 1979 — 1981
J.D., Law
Georgia State University 1974 — 1977
B.S., with honors, Political Science
Druid Hills High School 1969 — 1973
Phillip Emeritz's CFP Board Experience October 2014 - Present
Job Support Specialist
Industry Research
Experience
CFP Board October 2014 - Present
Teach For America August 2014 - October 2014
Teach For America Summer Institute June 2014 - July 2014
City Year July 2013 - May 2014
Binghamton University August 2009 - May 2013
Summer Scholars and Artists Program May 2012 - August 2012
Matchbox May 2011 - January 2012
Georgetown University's McDonough School of Business May 2011 - August 2011
Hinman College Council October 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Time Management, Facebook, Teamwork, Marketing, Community Outreach, Editing, Program Management, Advertising, Event Planning
Education
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts (B.A.), History
CFP Board October 2014 - Present
Teach For America August 2014 - October 2014
Teach For America Summer Institute June 2014 - July 2014
City Year July 2013 - May 2014
Binghamton University August 2009 - May 2013
Summer Scholars and Artists Program May 2012 - August 2012
Matchbox May 2011 - January 2012
Georgetown University's McDonough School of Business May 2011 - August 2011
Hinman College Council October 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Research, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Time Management, Facebook, Teamwork, Marketing, Community Outreach, Editing, Program Management, Advertising, Event Planning
Education
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts (B.A.), History
Joshua Hinman's CFP Board Experience March 2014 - Present
Job Communications Specialist at CFP Board
Industry Financial Services
Experience
CFP Board March 2014 - Present
CFP Board July 2013 - March 2014
City Staff/National Geographic Learning January 2013 - July 2013
Hertz May 2012 - December 2012
Sears Holdings Corporation August 2011 - May 2012
Grand Hotel Marriott Resort January 2011 - August 2011
Skills
Customer Satisfaction, Microsoft Office, Spanish, Marketing, Sales, Teaching, Training, International Relations, Advertising, Public Speaking, Public Relations, Data Entry, Program Analysis, NetForum, InDesign, Continuing Education, Research, Customer Service, Program Management
Education
University of South Alabama 2006 — 2010
Bachelor's degree, International Business, International Studies, Spanish
Universidad de Belgrano
CFP Board March 2014 - Present
CFP Board July 2013 - March 2014
City Staff/National Geographic Learning January 2013 - July 2013
Hertz May 2012 - December 2012
Sears Holdings Corporation August 2011 - May 2012
Grand Hotel Marriott Resort January 2011 - August 2011
Skills
Customer Satisfaction, Microsoft Office, Spanish, Marketing, Sales, Teaching, Training, International Relations, Advertising, Public Speaking, Public Relations, Data Entry, Program Analysis, NetForum, InDesign, Continuing Education, Research, Customer Service, Program Management
Education
University of South Alabama 2006 — 2010
Bachelor's degree, International Business, International Studies, Spanish
Universidad de Belgrano
Rex Staples Rex Staples's CFP Board Experience April 2012 - September 2013
Job Principal at Staples and Associates
Industry Financial Services
Experience
Staples and Associates October 2013 - Present
CFP Board April 2012 - September 2013
QLTS School June 2011 - April 2012
North American Securities Administrators Association September 2004 - July 2011
Washington State Securities Division September 1994 - September 2004
Paine Webber, Inc. 1993 - 1993
United States Marine Corps July 1976 - July 1980
Skills
Blue Sky, Broker-Dealer Compliance, Broker-Dealer Operations, Regulatory Examinations, FinCEN, Regulation D, Corporate Governance, Securities, Securities Regulation, Litigation, FINRA, Fraud, Litigation Support, SEC, Courts, Hedge Funds, AML, Arbitration, Policy, Corporate Law, Internal Investigations, Legal Compliance, Legislation, Legal Writing, Financial Regulation, Legal Research, Securities Litigation, FCPA, Banking Law, Privacy Law, Mediation, Commercial Litigation, White Collar Criminal..., Employment Law, Criminal Law, Bankruptcy, Investigation, Administrative Law, Dispute Resolution, Intellectual Property, Private Investigations, Legal Advice, Enforcement, Financial Services, Appeals, Civil Litigation, Due Diligence, Litigation Management, Government, Trials
Education
Gonzaga University School of Law 1991 — 1994
Juris Doctor, Law
University of Washington
B.S., Psychology
Staples and Associates October 2013 - Present
CFP Board April 2012 - September 2013
QLTS School June 2011 - April 2012
North American Securities Administrators Association September 2004 - July 2011
Washington State Securities Division September 1994 - September 2004
Paine Webber, Inc. 1993 - 1993
United States Marine Corps July 1976 - July 1980
Skills
Blue Sky, Broker-Dealer Compliance, Broker-Dealer Operations, Regulatory Examinations, FinCEN, Regulation D, Corporate Governance, Securities, Securities Regulation, Litigation, FINRA, Fraud, Litigation Support, SEC, Courts, Hedge Funds, AML, Arbitration, Policy, Corporate Law, Internal Investigations, Legal Compliance, Legislation, Legal Writing, Financial Regulation, Legal Research, Securities Litigation, FCPA, Banking Law, Privacy Law, Mediation, Commercial Litigation, White Collar Criminal..., Employment Law, Criminal Law, Bankruptcy, Investigation, Administrative Law, Dispute Resolution, Intellectual Property, Private Investigations, Legal Advice, Enforcement, Financial Services, Appeals, Civil Litigation, Due Diligence, Litigation Management, Government, Trials
Education
Gonzaga University School of Law 1991 — 1994
Juris Doctor, Law
University of Washington
B.S., Psychology
Kathie Day Kathie Day's CFP Board Experience May 1988 - Present
Job CEO at The Enrichment Group
Industry Financial Services
Experience
CFP Board May 1988 - Present
The Enrichment Group January 1987 - Present
FPA 2005 - 2007
Financial Planning Association 2005 - 2007
Strategic Coach January 1998 - January 2004
CFA Institute June 1988 - May 1991
Skills
Financial Planning, Financial Transition..., Financial Planning for..., Investment Management, Estate Planning
Education
Florida International University - College of Business Administration 1980 — 1981
MBA, Business
University of Florida 1966 — 1969
Bachelor of Science (B.S.), Medical Technology
CFP Board May 1988 - Present
The Enrichment Group January 1987 - Present
FPA 2005 - 2007
Financial Planning Association 2005 - 2007
Strategic Coach January 1998 - January 2004
CFA Institute June 1988 - May 1991
Skills
Financial Planning, Financial Transition..., Financial Planning for..., Investment Management, Estate Planning
Education
Florida International University - College of Business Administration 1980 — 1981
MBA, Business
University of Florida 1966 — 1969
Bachelor of Science (B.S.), Medical Technology
Neal Thurston Neal Thurston's CFP Board Experience July 2006 - December 2007
Job Ethics and Compliance Professional
Industry Legal Services
Experience
CH2M February 2014 - Present
TeleTech July 2011 - February 2014
Various August 2009 - July 2011
URS Corporation May 2008 - August 2009
CFP Board July 2006 - December 2007
Skills
Litigation, Intellectual Property, Corporate Governance, Legal Research, Contract Negotiation, SharePoint, Oracle HR, Serengeti, MS Office Suite, HTML, Compliance, Financial Planning, EnCase, CommVault, Microsoft Office, Legal Assistance, Strategic Financial..., Employment Law, Legal Writing, Research, Trademarks, Analysis, Management, Training, Corporate Law, Process Improvement
Education
University of California, Los Angeles 2005 — 2005
AATP, Paralegal
Indiana University Bloomington
Bachelor of Arts, Journalism
CH2M February 2014 - Present
TeleTech July 2011 - February 2014
Various August 2009 - July 2011
URS Corporation May 2008 - August 2009
CFP Board July 2006 - December 2007
Skills
Litigation, Intellectual Property, Corporate Governance, Legal Research, Contract Negotiation, SharePoint, Oracle HR, Serengeti, MS Office Suite, HTML, Compliance, Financial Planning, EnCase, CommVault, Microsoft Office, Legal Assistance, Strategic Financial..., Employment Law, Legal Writing, Research, Trademarks, Analysis, Management, Training, Corporate Law, Process Improvement
Education
University of California, Los Angeles 2005 — 2005
AATP, Paralegal
Indiana University Bloomington
Bachelor of Arts, Journalism
Shane Linart Shane Linart's CFP Board Experience March 2003 - October 2004
Job Field Education Representative at Colorado PERA
Industry Financial Services
Experience
Colorado PERA October 2004 - Present
CFP Board March 2003 - October 2004
Safeway Select Bank November 2000 - July 2001
Skills
Investments, Asset Allocation, Strategic Planning, Social Media, Public Speaking, Mutual Funds, Financial Modeling, Event Planning, Financial Analysis, Leadership, Coaching, Social Media Marketing, Research, Employee Benefits, Customer Service, Microsoft Excel, Public Relations, Marketing Strategy, Team Building, Nonprofits
Education
Regis University 2008 — 2013
Master of Business Administration (MBA), Marketing, 3.9
University of Colorado Denver 1998 — 2000
Bachelor of Arts (B.A.), History, 3.8
Colorado PERA October 2004 - Present
CFP Board March 2003 - October 2004
Safeway Select Bank November 2000 - July 2001
Skills
Investments, Asset Allocation, Strategic Planning, Social Media, Public Speaking, Mutual Funds, Financial Modeling, Event Planning, Financial Analysis, Leadership, Coaching, Social Media Marketing, Research, Employee Benefits, Customer Service, Microsoft Excel, Public Relations, Marketing Strategy, Team Building, Nonprofits
Education
Regis University 2008 — 2013
Master of Business Administration (MBA), Marketing, 3.9
University of Colorado Denver 1998 — 2000
Bachelor of Arts (B.A.), History, 3.8
Aaron Ventress, MPA Aaron Ventress, MPA's CFP Board Experience June 2015 - August 2015
Job Management and Program Analyst at Department of Justice
Industry Public Policy
Experience
Department of Justice August 2015 - Present
CFP Board June 2015 - August 2015
Democratic Party of Virginia August 2014 - November 2014
Campaign for Tobacco-Free Kids October 2013 - 2014
David Bulova Campaign May 2013 - October 2013
Big Buddy August 2010 - January 2013
USDA May 2010 - August 2010
USDA May 2008 - January 2010
Skills
Community Outreach, Policy, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Public Speaking, Coalitions, Government, Political Campaigns, Nonprofits, Policy Analysis, Public Policy, Grassroots Organizing, SPSS, Social Media, Program Development, Youth Mentoring, Volunteer Management, Volunteering, Customer Service, Data Analysis, Program Management, Data Entry, Outlook, Qualitative Research, Quantitative Research, Strategic Planning, Fundraising, Event Planning, Program Evaluation, Training, Analysis, Community Development, Community Organizing, Politics, Political Science, Environmental Science
Education
George Mason University 2013 — 2014
Master of Public Administration (MPA), Public Administration
Southern University and Agricultural and Mechanical College at Baton Rouge 2006 — 2011
Bachelor of Science (BS), Urban Forestry
Department of Justice August 2015 - Present
CFP Board June 2015 - August 2015
Democratic Party of Virginia August 2014 - November 2014
Campaign for Tobacco-Free Kids October 2013 - 2014
David Bulova Campaign May 2013 - October 2013
Big Buddy August 2010 - January 2013
USDA May 2010 - August 2010
USDA May 2008 - January 2010
Skills
Community Outreach, Policy, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Public Speaking, Coalitions, Government, Political Campaigns, Nonprofits, Policy Analysis, Public Policy, Grassroots Organizing, SPSS, Social Media, Program Development, Youth Mentoring, Volunteer Management, Volunteering, Customer Service, Data Analysis, Program Management, Data Entry, Outlook, Qualitative Research, Quantitative Research, Strategic Planning, Fundraising, Event Planning, Program Evaluation, Training, Analysis, Community Development, Community Organizing, Politics, Political Science, Environmental Science
Education
George Mason University 2013 — 2014
Master of Public Administration (MPA), Public Administration
Southern University and Agricultural and Mechanical College at Baton Rouge 2006 — 2011
Bachelor of Science (BS), Urban Forestry
Benjamin Cummings Benjamin Cummings's CFP Board Experience October 2011 - August 2012
Job Assistant Professor at Saint Joseph's University
Industry Financial Services
Experience
Saint Joseph's University May 2013 - Present
Saint Joseph's University August 2012 - May 2013
CFP Board October 2011 - August 2012
Texas Tech University August 2008 - December 2011
FJY Financial May 2008 - August 2008
Utah State University February 2008 - April 2008
Skills
Retirement Planning, Strategic Financial..., Financial Planners, Higher Education, Research, Wealth Management, Public Speaking, Data Analysis, Financial Advisory, Teaching
Education
Texas Tech University
Ph.D., Personal Financial Planning
Utah State University
B.S., Psychology
Saint Joseph's University May 2013 - Present
Saint Joseph's University August 2012 - May 2013
CFP Board October 2011 - August 2012
Texas Tech University August 2008 - December 2011
FJY Financial May 2008 - August 2008
Utah State University February 2008 - April 2008
Skills
Retirement Planning, Strategic Financial..., Financial Planners, Higher Education, Research, Wealth Management, Public Speaking, Data Analysis, Financial Advisory, Teaching
Education
Texas Tech University
Ph.D., Personal Financial Planning
Utah State University
B.S., Psychology
Allen J. Genaldi's CFP Board Experience March 2012 - March 2012
Job Forensic Accountant at US Securities and Exchange Commission
Industry Government Administration
Experience
US Securities and Exchange Commission November 2012 - Present
Allen J. Genaldi, P. A. March 1993 - Present
DC Government June 2010 - May 2012
CFP Board March 2012 - March 2012
National Insurance Crime Bureau April 2009 - May 2010
Alvarez & Marsal 2006 - 2008
Grant Thornton April 2004 - December 2005
PricewaterhouseCoopers July 1998 - July 2003
Florida Department of Law Enforcement May 1985 - July 1997
Pinellas County Sheriff's Office November 1978 - May 1985
Skills
Compliance, Corporate Governance, AML, FCPA, Audit, Auditing, Fraud, Certified Fraud Examiner
Education
University of South Florida - College of Business Administration 1988 — 1992
Bachelor of Science, Accounting
St. Petersburg College 1976 — 1978
AA, Police Administration
Bishop Connolly High School
US Securities and Exchange Commission November 2012 - Present
Allen J. Genaldi, P. A. March 1993 - Present
DC Government June 2010 - May 2012
CFP Board March 2012 - March 2012
National Insurance Crime Bureau April 2009 - May 2010
Alvarez & Marsal 2006 - 2008
Grant Thornton April 2004 - December 2005
PricewaterhouseCoopers July 1998 - July 2003
Florida Department of Law Enforcement May 1985 - July 1997
Pinellas County Sheriff's Office November 1978 - May 1985
Skills
Compliance, Corporate Governance, AML, FCPA, Audit, Auditing, Fraud, Certified Fraud Examiner
Education
University of South Florida - College of Business Administration 1988 — 1992
Bachelor of Science, Accounting
St. Petersburg College 1976 — 1978
AA, Police Administration
Bishop Connolly High School
Victoria Idoni Victoria Idoni's CFP Board Experience October 2014 - December 2014
Job Marketing Operations Manager at Management Concepts Inc.
Industry Media Production
Experience
District Trivia November 2014 - Present
Hood College September 2004 - Present
Management Concepts Inc. January 2015 - June 2015
CFP Board October 2014 - December 2014
Gannett November 2011 - September 2014
Gannett July 2008 - October 2011
Made in Heaven May 2008 - September 2010
Sony October 2008 - February 2009
Traffic.com, a Navteq Company September 2006 - June 2008
Adecco Staffing, USA May 2005 - September 2007
Skills
Editing, Ap Style, Final Cut Pro, Social Media, Journalism, Copy Editing, Blogging, Facebook, News Writing, Broadcast, Avid, Microsoft Office, Research, Videography, Feature Articles, AP Style, Newspapers, Creative Writing, Proofreading, Public Speaking, Press Releases, Leadership, Public Relations, Newsletters, Video, Publications, Editorial, Radio, Event Planning, Storytelling, Advertising, Social Networking, QuarkXPress, Interviews, Copywriting, Social Media Marketing, Media Relations, Web Content, WordPress, Broadcast Journalism, Video Editing, Layout, Management, Marketing, Writing
Education
The George Washington University 2011 — 2013
Master of Science, Master of Professional Studies, Strategic Public Relations
Hood College 2002 — 2006
Bachelor of Arts, Religion
Hood College 2002 — 2006
Bachelor's Degree, Communication Arts
District Trivia November 2014 - Present
Hood College September 2004 - Present
Management Concepts Inc. January 2015 - June 2015
CFP Board October 2014 - December 2014
Gannett November 2011 - September 2014
Gannett July 2008 - October 2011
Made in Heaven May 2008 - September 2010
Sony October 2008 - February 2009
Traffic.com, a Navteq Company September 2006 - June 2008
Adecco Staffing, USA May 2005 - September 2007
Skills
Editing, Ap Style, Final Cut Pro, Social Media, Journalism, Copy Editing, Blogging, Facebook, News Writing, Broadcast, Avid, Microsoft Office, Research, Videography, Feature Articles, AP Style, Newspapers, Creative Writing, Proofreading, Public Speaking, Press Releases, Leadership, Public Relations, Newsletters, Video, Publications, Editorial, Radio, Event Planning, Storytelling, Advertising, Social Networking, QuarkXPress, Interviews, Copywriting, Social Media Marketing, Media Relations, Web Content, WordPress, Broadcast Journalism, Video Editing, Layout, Management, Marketing, Writing
Education
The George Washington University 2011 — 2013
Master of Science, Master of Professional Studies, Strategic Public Relations
Hood College 2002 — 2006
Bachelor of Arts, Religion
Hood College 2002 — 2006
Bachelor's Degree, Communication Arts
Kevin Surring Kevin Surring's CFP Board Experience August 2014 - Present
Job Database Analyst at CDYNE Corporation
Industry Information Technology and Services
Experience
CDYNE Corporation August 2015 - Present
CFP Board August 2014 - Present
Skills
IT Project & Program..., Microsoft SQL Server, T-SQL, C#, Agile Application..., Java, ASP.NET, Visual Basic, ASP, HTML, VBScript, Architecture Modeling, Visio, Server Administration, Systems Analysis, Website Development, Database Design, MS Project, SharePoint, Linux, CSS, Android Development, Microsoft Office
Education
James Madison University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Computer Information Systems
CDYNE Corporation August 2015 - Present
CFP Board August 2014 - Present
Skills
IT Project & Program..., Microsoft SQL Server, T-SQL, C#, Agile Application..., Java, ASP.NET, Visual Basic, ASP, HTML, VBScript, Architecture Modeling, Visio, Server Administration, Systems Analysis, Website Development, Database Design, MS Project, SharePoint, Linux, CSS, Android Development, Microsoft Office
Education
James Madison University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Adam Harvey Adam Harvey's CFP Board Experience September 2014 - Present
Job Stakeholder Support Specialist
Industry Financial Services
Experience
CFP Board September 2014 - Present
Pork Barrel BBQ September 2013 - October 2014
Skills
Customer Service, Management, Inventory Management, Restaurants, Food, Restaurant Management, Microsoft Office, Food & Beverage, Retail, Team Building, Budgets, Sales, Microsoft Excel, Strategic Planning, Food Service, Leadership, Public Speaking, Social Media, Community Outreach
Education
Portland State University 2004 — 2008
Bachelor of Science (BS), Social Sciences
Central Michigan University
CFP Board September 2014 - Present
Pork Barrel BBQ September 2013 - October 2014
Skills
Customer Service, Management, Inventory Management, Restaurants, Food, Restaurant Management, Microsoft Office, Food & Beverage, Retail, Team Building, Budgets, Sales, Microsoft Excel, Strategic Planning, Food Service, Leadership, Public Speaking, Social Media, Community Outreach
Education
Portland State University 2004 — 2008
Bachelor of Science (BS), Social Sciences
Central Michigan University
Brian C Jones Brian C Jones's CFP Board Experience May 2012 - Present
Job CFP Board Stakeholder Services (Certified Financial Planner Board of Standards, Inc.)
Industry Marketing and Advertising
Experience
CFP Board May 2012 - Present
CityStaff March 2010 - May 2012
CFP Board July 2011 - November 2011
Soundpath Conferencing (A PGi - Premiere Global Services Company) June 2006 - January 2010
Off Gear Inc. DBA Universal Gear & UniversalGear.com March 2001 - October 2002
America Online, Inc. (AOL) October 1998 - January 2001
STRUCTURE (The Limited, Inc.) September 1992 - October 1998
Skills
Social Media, Customer Relations, Writing, Public Speaking, HTML, Microsoft Office, Problem Solving, Non-profits, Online Marketing, Coordination, Windows, Customer Service, Community Outreach, Social Networking, Marketing Communications, Social Media Marketing, Marketing Strategy, Email Marketing, Management, Program Management, Business Development, Nonprofits, Strategy, Marketing, CRM, Analysis, Leadership, New Business Development, Facebook, Digital Marketing, Photography, E-commerce, Account Management, Integrated Marketing, Strategic Planning, Start-ups, Sales, Entrepreneurship, Research, Customer Satisfaction
Education
University of Maryland College Park 1992 — 1997
Bachelor of Science (B.S.), Business
University of Maryland College Park 1992 — 1997
Bachelor of Arts (BA) candidate, Art Studio, Design, and Art Theory
CFP Board May 2012 - Present
CityStaff March 2010 - May 2012
CFP Board July 2011 - November 2011
Soundpath Conferencing (A PGi - Premiere Global Services Company) June 2006 - January 2010
Off Gear Inc. DBA Universal Gear & UniversalGear.com March 2001 - October 2002
America Online, Inc. (AOL) October 1998 - January 2001
STRUCTURE (The Limited, Inc.) September 1992 - October 1998
Skills
Social Media, Customer Relations, Writing, Public Speaking, HTML, Microsoft Office, Problem Solving, Non-profits, Online Marketing, Coordination, Windows, Customer Service, Community Outreach, Social Networking, Marketing Communications, Social Media Marketing, Marketing Strategy, Email Marketing, Management, Program Management, Business Development, Nonprofits, Strategy, Marketing, CRM, Analysis, Leadership, New Business Development, Facebook, Digital Marketing, Photography, E-commerce, Account Management, Integrated Marketing, Strategic Planning, Start-ups, Sales, Entrepreneurship, Research, Customer Satisfaction
Education
University of Maryland College Park 1992 — 1997
Bachelor of Science (B.S.), Business
University of Maryland College Park 1992 — 1997
Bachelor of Arts (BA) candidate, Art Studio, Design, and Art Theory
Jeffrey W. Lang CFP®, MSM, MSFS, CLF, CRPC®, CLU® Jeffrey W. Lang CFP®, MSM, MSFS, CLF, CRPC®, CLU®'s CFP Board Experience 1984 - Present
Job Managing Principal at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors 1987 - Present
CFP Board 1984 - Present
FPA of Maryland 2000 - Present
Baltimore Chapter of the Society of Financial Services Professionals 2011 - 2012
Education
The American College 1993 — 1995
Masters of Science, Management
The American College 1990 — 1992
Masters of Financial Services
Towson University
Business Administration
Dulaney High School 1972 — 1975
College for Financial Planning
Certified Financial Planner
Towson University
Lincoln Financial Advisors 1987 - Present
CFP Board 1984 - Present
FPA of Maryland 2000 - Present
Baltimore Chapter of the Society of Financial Services Professionals 2011 - 2012
Education
The American College 1993 — 1995
Masters of Science, Management
The American College 1990 — 1992
Masters of Financial Services
Towson University
Business Administration
Dulaney High School 1972 — 1975
College for Financial Planning
Certified Financial Planner
Towson University
Eleanor Blayney Eleanor Blayney's CFP Board Experience January 2009 - Present
Job CFP Board Consumer Advocate
Industry Financial Services
Experience
CFP Board January 2009 - Present
Directions for Women June 2008 - Present
National Hospice Foundation September 2006 - 2012
National Woman's Party 2006 - 2010
The Writer's Center 2008 - 2008
The Writer's Center 2008 - 2008
Harris SBSB (formerly Sullivan, Bruyette, Speros & Blayney, Inc.) 1988 - 2007
Skills
Financial Planning for..., Personal Finance, Consumer Insight, Public Speaking, Communication Skills, Writing, Financial Planning, Training, Leadership, Investments, Retirement Planning, Financial Planners, Community Outreach, Wealth Management, Financial Advisory, Strategic Financial..., Finance, Management, Financial Services, Portfolio Management, Asset Management, Research, Fixed Annuities, Investment Strategies, Estate Planning, Investment Advisory, Wealth Management..., Nonprofits, Retirement, Wealth, Asset Allocation, Mutual Funds
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance
University of Cambridge 1973 — 1979
BA, MA, English
Mount Holyoke College 1969 — 1973
BA, English, French
CFP Board January 2009 - Present
Directions for Women June 2008 - Present
National Hospice Foundation September 2006 - 2012
National Woman's Party 2006 - 2010
The Writer's Center 2008 - 2008
The Writer's Center 2008 - 2008
Harris SBSB (formerly Sullivan, Bruyette, Speros & Blayney, Inc.) 1988 - 2007
Skills
Financial Planning for..., Personal Finance, Consumer Insight, Public Speaking, Communication Skills, Writing, Financial Planning, Training, Leadership, Investments, Retirement Planning, Financial Planners, Community Outreach, Wealth Management, Financial Advisory, Strategic Financial..., Finance, Management, Financial Services, Portfolio Management, Asset Management, Research, Fixed Annuities, Investment Strategies, Estate Planning, Investment Advisory, Wealth Management..., Nonprofits, Retirement, Wealth, Asset Allocation, Mutual Funds
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance
University of Cambridge 1973 — 1979
BA, MA, English
Mount Holyoke College 1969 — 1973
BA, English, French
Cornelius Neil Mahoney Cornelius Neil Mahoney's CFP Board Experience July 2010 - November 2010
Job Associate at Winthrop & Weinstine. P.A.
Industry Law Practice
Experience
Winthrop & Weinstine. P.A. September 2015 - Present
Winthrop & Weinstine June 2014 - April 2015
Minneapolis City Attorney June 2013 - May 2014
Honorable Robert Small December 2012 - January 2013
U.S. Bank March 2011 - August 2012
CFP Board July 2010 - November 2010
Johns Hopkins University SAIS Bologna Center October 2008 - May 2009
Milton S. Eisenhower Symposium October 2008 - December 2008
Al Franken for US Senate May 2008 - August 2008
Skills
Legal Research, Legal Writing, Fundraising, Sales, Nonprofits, Program Management, Corporate Law, Real Estate Transactions
Education
University of Minnesota 2012 — 2015
Juris Doctor (J.D.)
The Johns Hopkins University 2006 — 2010
BA, Political Science, Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2009
US Foreign Policy
Minnetonka High School
Winthrop & Weinstine. P.A. September 2015 - Present
Winthrop & Weinstine June 2014 - April 2015
Minneapolis City Attorney June 2013 - May 2014
Honorable Robert Small December 2012 - January 2013
U.S. Bank March 2011 - August 2012
CFP Board July 2010 - November 2010
Johns Hopkins University SAIS Bologna Center October 2008 - May 2009
Milton S. Eisenhower Symposium October 2008 - December 2008
Al Franken for US Senate May 2008 - August 2008
Skills
Legal Research, Legal Writing, Fundraising, Sales, Nonprofits, Program Management, Corporate Law, Real Estate Transactions
Education
University of Minnesota 2012 — 2015
Juris Doctor (J.D.)
The Johns Hopkins University 2006 — 2010
BA, Political Science, Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2009
US Foreign Policy
Minnetonka High School
Catherine Lux Fry, CAE Catherine Lux Fry, CAE's CFP Board Experience June 2012 - September 2012
Job Director of Recruiting at Vetted Solutions LLC
Industry Nonprofit Organization Management
Experience
Vetted Solutions LLC December 2012 - Present
CFP Board June 2012 - September 2012
ASAE and the Center for Association Leadership November 2008 - January 2012
AIAS October 2000 - November 2008
Skills
New Business Development, Membership Recruitment, Social Media Marketing, Program Management, Brand Development, Marketing Strategy, Educational Programming, Member Relations, Marketing Communications, Strategic Planning, Staff Training, Mentoring, Sponsorship Development, Non-Dues Revenue, Advocacy, Public Relations, Public Speaking, Operations Management, Fundraising, Sales Management
Education
DePauw University 1995 — 1999
BA, English Literature and Communications Arts and Sciences
Vetted Solutions LLC December 2012 - Present
CFP Board June 2012 - September 2012
ASAE and the Center for Association Leadership November 2008 - January 2012
AIAS October 2000 - November 2008
Skills
New Business Development, Membership Recruitment, Social Media Marketing, Program Management, Brand Development, Marketing Strategy, Educational Programming, Member Relations, Marketing Communications, Strategic Planning, Staff Training, Mentoring, Sponsorship Development, Non-Dues Revenue, Advocacy, Public Relations, Public Speaking, Operations Management, Fundraising, Sales Management
Education
DePauw University 1995 — 1999
BA, English Literature and Communications Arts and Sciences
Jeanie Schwarz, MBA, CFP®'s CFP Board Experience January 2012 - December 2012
Job Founder and Managing Director at Lumina Financial Consultants, LLC
Industry Financial Services
Experience
Lumina Financial Consultants, LLC April 2012 - Present
CFP Board January 2012 - December 2012
University of Virginia June 2010 - December 2012
Sullivan, Bruyette, Speros and Blayney April 2000 - March 2012
Financial Planning Association - National Capital Area January 2008 - December 2011
CFP Board January 2008 - December 2011
Metropolitan Life January 1990 - December 1991
Central Fidelity Bank January 1989 - January 1990
Crestar Bank June 1985 - January 1989
Skills
Teaching, Public Speaking, Personal Financial..., Strategic Planning, Small Business, Management, Retirement Planning, Personal Finance, Estate Planning, Financial Services
Education
Dalhousie University 2004 — 2008
MBA
Institute of Canadian Bankers 2004 — 2008
Fellow
Georgetown University 2002 — 2002
Executive Certificate
Virginia Polytechnic Institute and State University 1980 — 1984
BS
West Springfield High School
Lumina Financial Consultants, LLC April 2012 - Present
CFP Board January 2012 - December 2012
University of Virginia June 2010 - December 2012
Sullivan, Bruyette, Speros and Blayney April 2000 - March 2012
Financial Planning Association - National Capital Area January 2008 - December 2011
CFP Board January 2008 - December 2011
Metropolitan Life January 1990 - December 1991
Central Fidelity Bank January 1989 - January 1990
Crestar Bank June 1985 - January 1989
Skills
Teaching, Public Speaking, Personal Financial..., Strategic Planning, Small Business, Management, Retirement Planning, Personal Finance, Estate Planning, Financial Services
Education
Dalhousie University 2004 — 2008
MBA
Institute of Canadian Bankers 2004 — 2008
Fellow
Georgetown University 2002 — 2002
Executive Certificate
Virginia Polytechnic Institute and State University 1980 — 1984
BS
West Springfield High School
Tatiana Swancy Tatiana Swancy's CFP Board Experience April 2010 - March 2012
Job Paralegal at Loevy & Loevy
Industry Nonprofit Organization Management
Experience
Loevy & Loevy March 2013 - Present
CFP Board April 2010 - March 2012
WDCW TV April 2007 - May 2009
Skills
Non-profits, Fundraising, Nonprofits, Community Outreach, Policy, Research, Editing, Event Planning, Program Management, Social Media Marketing, Social Media, Microsoft Office, Management, Public Relations, Public Speaking
Education
Brown University
BA, English
Loevy & Loevy March 2013 - Present
CFP Board April 2010 - March 2012
WDCW TV April 2007 - May 2009
Skills
Non-profits, Fundraising, Nonprofits, Community Outreach, Policy, Research, Editing, Event Planning, Program Management, Social Media Marketing, Social Media, Microsoft Office, Management, Public Relations, Public Speaking
Education
Brown University
BA, English
Robert Fleming Robert Fleming's CFP Board Experience January 2010 - Present
Job Partner in the Tucson, Arizona, law firm Fleming & Curti, PLC
Industry Law Practice
Experience
Stetson University College of Law September 2011 - Present
CFP Board January 2010 - Present
Elder Law Alliance 2004 - Present
Special Needs Alliance 2001 - Present
American College of Trust and Estate Counsel 1997 - Present
Fleming & Curti, PLC August 1994 - Present
National Elder Law Foundation May 2008 - May 2011
National Academy of Elder Law Attorneys 2006 - 2008
National Academy of Elder Law Attorneys 1988 - 2008
Pima County Public Fiduciary May 1981 - January 1986
Skills
Elder Law, Conservatorships, Estate Planning, Guardianship, Special Education, Personal Injury, Estate Administration, Special Needs Trusts, Appeals, Fiduciary, Wills, Powers of Attorney, Mediation, Courts, LLC, Litigation, Elder Care, Medicaid, Disability Law, Long-term Care, Legal Assistance, Public Speaking, Trusts, Asset Protection, Tax Law, Estate Law, Estate Tax Planning, Retirement Planning, Civil Litigation, Trust, Legal Writing, Legal Issues, Hearings, Dispute Resolution, Legal Research, Arbitration, Alternative Dispute..., Commercial Litigation, Trial Practice, Property Law
Education
University of Arizona, James E. Rogers College of Law 1973 — 1976
J.D., Law
Utah State University 1969 — 1973
B.S., Political Science, Chemistry
University of Wyoming summer program 1968
Stetson University College of Law September 2011 - Present
CFP Board January 2010 - Present
Elder Law Alliance 2004 - Present
Special Needs Alliance 2001 - Present
American College of Trust and Estate Counsel 1997 - Present
Fleming & Curti, PLC August 1994 - Present
National Elder Law Foundation May 2008 - May 2011
National Academy of Elder Law Attorneys 2006 - 2008
National Academy of Elder Law Attorneys 1988 - 2008
Pima County Public Fiduciary May 1981 - January 1986
Skills
Elder Law, Conservatorships, Estate Planning, Guardianship, Special Education, Personal Injury, Estate Administration, Special Needs Trusts, Appeals, Fiduciary, Wills, Powers of Attorney, Mediation, Courts, LLC, Litigation, Elder Care, Medicaid, Disability Law, Long-term Care, Legal Assistance, Public Speaking, Trusts, Asset Protection, Tax Law, Estate Law, Estate Tax Planning, Retirement Planning, Civil Litigation, Trust, Legal Writing, Legal Issues, Hearings, Dispute Resolution, Legal Research, Arbitration, Alternative Dispute..., Commercial Litigation, Trial Practice, Property Law
Education
University of Arizona, James E. Rogers College of Law 1973 — 1976
J.D., Law
Utah State University 1969 — 1973
B.S., Political Science, Chemistry
University of Wyoming summer program 1968
Stephen Spruce Stephen Spruce's CFP Board Experience 2003 - 2005
Job Solutions Coach at Agilutions
Industry Computer Software
Experience
Agilutions Consulting January 2007 - Present
CFP Board 2003 - 2005
BoldTech Systems, Inc. 2001 - 2003
Education
University of Colorado Boulder 1992 — 1996
BS, Computer Science
Agilutions Consulting January 2007 - Present
CFP Board 2003 - 2005
BoldTech Systems, Inc. 2001 - 2003
Education
University of Colorado Boulder 1992 — 1996
BS, Computer Science
Isabelle Gonthier's CFP Board Experience July 2014 - Present
Job Senior Director, Certification Process and Examinations at FPSC and Director of Examinations at CFP Board
Industry Program Development
Experience
Financial Planning Standards Council July 2013 - Present
CFP Board July 2014 - Present
Financial Planning Standards Council April 2011 - June 2013
Personnel Psychology Centre, Research and Development, Public Service Commission of Canada August 2010 - April 2011
HRSG October 2006 - August 2010
Assessment Strategies Inc July 2003 - October 2006
Skills
Psychometrics, Statistics, Research, Project Management, Leadership, Government, Survey Research, Proposal Writing, Data Analysis, Strategic Communications, Testing, Project Planning, Program Management, Organizational..., Organizational..., Leadership Development, Assessment Center, Change Management, Workshop Facilitation, Job Analysis, Team Building, Recruiting, Performance Management, Organizational..., Qualitative Research, Strategy, Human Resources, Training, Coaching, Talent Management, Survey Design, 360 Feedback
Education
University of Ottawa 1997 — 2003
Doctorate, Experimental Psychology
Financial Planning Standards Council July 2013 - Present
CFP Board July 2014 - Present
Financial Planning Standards Council April 2011 - June 2013
Personnel Psychology Centre, Research and Development, Public Service Commission of Canada August 2010 - April 2011
HRSG October 2006 - August 2010
Assessment Strategies Inc July 2003 - October 2006
Skills
Psychometrics, Statistics, Research, Project Management, Leadership, Government, Survey Research, Proposal Writing, Data Analysis, Strategic Communications, Testing, Project Planning, Program Management, Organizational..., Organizational..., Leadership Development, Assessment Center, Change Management, Workshop Facilitation, Job Analysis, Team Building, Recruiting, Performance Management, Organizational..., Qualitative Research, Strategy, Human Resources, Training, Coaching, Talent Management, Survey Design, 360 Feedback
Education
University of Ottawa 1997 — 2003
Doctorate, Experimental Psychology
Joseph Maugeri CFP(R)'s CFP Board Experience May 2014 - Present
Job Managing Director, Marketing and Corporate Relations at CFP Board
Industry Financial Services
Experience
CFP Board May 2014 - Present
CFP Board March 2011 - May 2014
Merrill Lynch November 2007 - March 2011
SEI Investments October 2002 - November 2007
AXA Advisors June 1989 - October 2002
Skills
Strategic Planning, Marketing Strategy, New Business Development, Building Relationships, Thought Leadership, Trend Following, Investments, Asset Management, Wealth Management, Mutual Funds, Financial Planning, Retirement, Management, Series 7, Financial Services, Retirement Planning
Education
Temple University 1978 — 1982
BA, History
Northeastern University
Master of Science, Leadership Studies
CFP Board May 2014 - Present
CFP Board March 2011 - May 2014
Merrill Lynch November 2007 - March 2011
SEI Investments October 2002 - November 2007
AXA Advisors June 1989 - October 2002
Skills
Strategic Planning, Marketing Strategy, New Business Development, Building Relationships, Thought Leadership, Trend Following, Investments, Asset Management, Wealth Management, Mutual Funds, Financial Planning, Retirement, Management, Series 7, Financial Services, Retirement Planning
Education
Temple University 1978 — 1982
BA, History
Northeastern University
Master of Science, Leadership Studies
Charles Chaffin, Ed.D. Charles Chaffin, Ed.D.'s CFP Board Experience February 2013 - Present
Job Director of Academic Programs and Initiatives at CFP Board
Industry Higher Education
Experience
CFP Board February 2013 - Present
CFP Board March 2010 - February 2013
University of Illinois at Urbana-Champaign August 2007 - May 2009
Skills
Higher Education..., Pedagogy, Public Speaking, Higher Education, Adult Education, Published Author, Accreditation, Curriculum Design, Curriculum Assessment, Curriculum Innovation, E-Learning, Teaching, Qualitative Research, Higher education..., Research, Program Development, Program Evaluation, Curriculum Development, Data Analysis, Instructional Design, Nonprofits, Staff Development
Education
University of Illinois at Urbana-Champaign
Doctorate, Education
University of Michigan 2005 — 2007
M.M., Education
The Pennsylvania State University
B.S., Education
REFERENCES
CFP Board February 2013 - Present
CFP Board March 2010 - February 2013
University of Illinois at Urbana-Champaign August 2007 - May 2009
Skills
Higher Education..., Pedagogy, Public Speaking, Higher Education, Adult Education, Published Author, Accreditation, Curriculum Design, Curriculum Assessment, Curriculum Innovation, E-Learning, Teaching, Qualitative Research, Higher education..., Research, Program Development, Program Evaluation, Curriculum Development, Data Analysis, Instructional Design, Nonprofits, Staff Development
Education
University of Illinois at Urbana-Champaign
Doctorate, Education
University of Michigan 2005 — 2007
M.M., Education
The Pennsylvania State University
B.S., Education
REFERENCES
J. Lee Pence CFP(R) AAMS(R) J. Lee Pence CFP(R) AAMS(R)'s CFP Board Experience 2006 - 2014
Job Certified Financial Planner(tm) Practitioner
Industry Financial Services
Experience
Dave Ramsey's Financial Peace University January 2011 - Present
John Lee Pence CFP(R) AAMS(R) January 2003 - Present
The Strategic Financial Alliance 2003 - Present
CFP Board 2006 - 2014
Center for Family Resources 2001 - 2002
US Army June 1991 - March 1993
US Army 1980 - 1993
Germany 1980 - 1993
US Army Germany 1980 - 1984
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Retirement, Investments, Wealth Management, Financial Advisory, 401k, Mutual Funds, Fixed Annuities, 401k Rollovers, Securities, Financial Planners, Series 7, Wealth, Wealth Accumulation, Long Term Care Insurance, IRAs, Financial Services, Charities, Portfolio Management, Investment Strategies, Asset Allocation, Pensions, Alternative Investments, FINRA, Personal Finance, Small Business, High Net Worth..., Insurance, Finance, Series 63, Investment Management, Asset Management, Life Insurance, Disability Insurance, Long-term Care
Education
First Presbyterian Church FPU 2003 — 2014
Coordinator of Financial Ministry, Dave Ramsey's Financial Peace University (FPU)
Kennesaw State University 2003 — 2005
Certificate in Financial Planning, CFP(R) Certification Jan. 2004
Defense Language Institute 1980 — 1980
NA, German
University of North Georgia 1969 — 1973
BBA, Accounting
Dalton High School 1966 — 1969
High School Graduate, High School/Secondary Diplomas and Certificates
Dave Ramsey's Financial Peace University January 2011 - Present
John Lee Pence CFP(R) AAMS(R) January 2003 - Present
The Strategic Financial Alliance 2003 - Present
CFP Board 2006 - 2014
Center for Family Resources 2001 - 2002
US Army June 1991 - March 1993
US Army 1980 - 1993
Germany 1980 - 1993
US Army Germany 1980 - 1984
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Retirement, Investments, Wealth Management, Financial Advisory, 401k, Mutual Funds, Fixed Annuities, 401k Rollovers, Securities, Financial Planners, Series 7, Wealth, Wealth Accumulation, Long Term Care Insurance, IRAs, Financial Services, Charities, Portfolio Management, Investment Strategies, Asset Allocation, Pensions, Alternative Investments, FINRA, Personal Finance, Small Business, High Net Worth..., Insurance, Finance, Series 63, Investment Management, Asset Management, Life Insurance, Disability Insurance, Long-term Care
Education
First Presbyterian Church FPU 2003 — 2014
Coordinator of Financial Ministry, Dave Ramsey's Financial Peace University (FPU)
Kennesaw State University 2003 — 2005
Certificate in Financial Planning, CFP(R) Certification Jan. 2004
Defense Language Institute 1980 — 1980
NA, German
University of North Georgia 1969 — 1973
BBA, Accounting
Dalton High School 1966 — 1969
High School Graduate, High School/Secondary Diplomas and Certificates
Nicholas Montes Nicholas Montes's CFP Board Experience 2011 - 2011
Job FOH Manager at Pomegranate
Industry Food & Beverages
Experience
Year Up August 2012 - September 2012
Can Can Brasserie May 2010 - July 2012
CFP Board 2011 - 2011
Osdene Family, LLC - Eclectic Electric January 2010 - May 2010
John Snow, Inc. (JSI) December 2006 - August 2009
Skills
Non-profits, Community Outreach, Program Development, Fundraising, Research, Volunteer Management, Grant Writing, Public Speaking, Program Evaluation, Event Planning, Policy Analysis, Grants, Editing, Workshop Facilitation, Youth Development, Microsoft Office, Social Media, PowerPoint, Community Development, Training
Education
Virginia Commonwealth University 2005 — 2010
Bachelor of Arts (B.A.), History
Northern Virginia Community College 2003 — 2005
Year Up August 2012 - September 2012
Can Can Brasserie May 2010 - July 2012
CFP Board 2011 - 2011
Osdene Family, LLC - Eclectic Electric January 2010 - May 2010
John Snow, Inc. (JSI) December 2006 - August 2009
Skills
Non-profits, Community Outreach, Program Development, Fundraising, Research, Volunteer Management, Grant Writing, Public Speaking, Program Evaluation, Event Planning, Policy Analysis, Grants, Editing, Workshop Facilitation, Youth Development, Microsoft Office, Social Media, PowerPoint, Community Development, Training
Education
Virginia Commonwealth University 2005 — 2010
Bachelor of Arts (B.A.), History
Northern Virginia Community College 2003 — 2005
Jason Ruimerman's CFP Board Experience November 2010 - December 2010
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2013 - Present
Lord Abbett & Co, LLC January 2011 - April 2013
CFP Board November 2010 - December 2010
Van Kampen Investments October 2000 - June 2010
MFS Investment Management January 1996 - October 2000
Skills
Help employees navigate..., CRM, Finance, Financial Advisory, Public Speaking, Series 63, Series 7, Financial Services, Mutual Funds, Insurance, Retirement, Investments, Retirement Planning
Education
Bentley University 1990 — 1994
BS, Business Communication
RBC Wealth Management April 2013 - Present
Lord Abbett & Co, LLC January 2011 - April 2013
CFP Board November 2010 - December 2010
Van Kampen Investments October 2000 - June 2010
MFS Investment Management January 1996 - October 2000
Skills
Help employees navigate..., CRM, Finance, Financial Advisory, Public Speaking, Series 63, Series 7, Financial Services, Mutual Funds, Insurance, Retirement, Investments, Retirement Planning
Education
Bentley University 1990 — 1994
BS, Business Communication
Jim Dalessio Jim Dalessio's CFP Board Experience October 2005 - December 2007
Job Help Desk at Association Technology Solutions (ATS)
Industry Financial Services
Experience
Association Technology Solutions (ATS) September 2011 - Present
Charles Schwab April 2008 - September 2011
CFP Board October 2005 - December 2007
Merrill Lynch August 1992 - December 2001
Education
Farmingdale State College 1990 — 1991
Associates, Liberal Arts, Math and Science
Association Technology Solutions (ATS) September 2011 - Present
Charles Schwab April 2008 - September 2011
CFP Board October 2005 - December 2007
Merrill Lynch August 1992 - December 2001
Education
Farmingdale State College 1990 — 1991
Associates, Liberal Arts, Math and Science
David Strege's CFP Board Experience 2004 - 2008
Job FeeOnly Financial Planner at Syverson Strege and Company
Industry Financial Services
Experience
National Association of Personal Financial Advisors 2000 - Present
Syverson Strege & Company October 1997 - Present
Sherpa Investment Management a division of Syverson Strege and Company October 1997 - Present
Capstone Study Group 1995 - Present
Certified Financial Planners Board of Standards 1982 - Present
Financial Planning Association 1982 - Present
FPSB 2007 - 2008
CFP Board 2004 - 2008
Financial Planning Association 1996 - 2000
Bryton Companies October 1987 - October 1997
Skills
Financial Planning, Small Business, Estate Planning, Retirement Planning, Investments, Asset Management, Wealth, Personal Finance, Retirement, Portfolio Management
Education
Drake University 1977 — 1981
BSBA, Finance, focus on Personal Financial Planning
Concordia University-Portland 1976 — 1983
National Association of Personal Financial Advisors 2000 - Present
Syverson Strege & Company October 1997 - Present
Sherpa Investment Management a division of Syverson Strege and Company October 1997 - Present
Capstone Study Group 1995 - Present
Certified Financial Planners Board of Standards 1982 - Present
Financial Planning Association 1982 - Present
FPSB 2007 - 2008
CFP Board 2004 - 2008
Financial Planning Association 1996 - 2000
Bryton Companies October 1987 - October 1997
Skills
Financial Planning, Small Business, Estate Planning, Retirement Planning, Investments, Asset Management, Wealth, Personal Finance, Retirement, Portfolio Management
Education
Drake University 1977 — 1981
BSBA, Finance, focus on Personal Financial Planning
Concordia University-Portland 1976 — 1983
James Alvarez's CFP Board Experience August 2015 - Present
Job BA International Studies/Cultural Studies
Industry International Affairs
Experience
CFP Board August 2015 - Present
CFP Board July 2015 - Present
NOVA Fieldhouse August 2014 - July 2015
Skills
Microsoft Office, English, Spanish, Study Abroad Programs, Intercollegiate..., Religious Studies, Political Science, International Relations, Leadership, Public Speaking, PowerPoint, Customer Service, Microsoft Excel, Social Media, Social Networking, Management
Education
Universidad de Granada 2014 — 2014
Spanish Language and Culture Course, Spanish
Virginia Wesleyan College 2010 — 2014
Bachelor's Degree, International Studies-Cultural Studies
James W. Robinson Secondary 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
CFP Board August 2015 - Present
CFP Board July 2015 - Present
NOVA Fieldhouse August 2014 - July 2015
Skills
Microsoft Office, English, Spanish, Study Abroad Programs, Intercollegiate..., Religious Studies, Political Science, International Relations, Leadership, Public Speaking, PowerPoint, Customer Service, Microsoft Excel, Social Media, Social Networking, Management
Education
Universidad de Granada 2014 — 2014
Spanish Language and Culture Course, Spanish
Virginia Wesleyan College 2010 — 2014
Bachelor's Degree, International Studies-Cultural Studies
James W. Robinson Secondary 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Lynn Ballou Lynn Ballou's CFP Board Experience 2010 - Present
Job Managing Partner at Ballou Plum Wealth Advisors, LLC
Industry Financial Services
Experience
CFP Board 2010 - Present
Ballou Plum Wealth Advisors 1998 - Present
Skills
Investment Advisory, IRAs, Financial Advisory, Retirement Planning, Estate Planning
Education
University of California, Los Angeles
CFP Board 2010 - Present
Ballou Plum Wealth Advisors 1998 - Present
Skills
Investment Advisory, IRAs, Financial Advisory, Retirement Planning, Estate Planning
Education
University of California, Los Angeles
Jeff Farrar CFP®, CIMA®'s CFP Board Experience January 2015 - Present
Job Financial Advisor with the FDG Group at UBS Financial Services
Industry Investment Management
Experience
CFP Board January 2015 - Present
UBS Financial Services April 2009 - Present
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA
US Coast Guard Academy 1985 — 1989
BS
CFP Board January 2015 - Present
UBS Financial Services April 2009 - Present
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA
US Coast Guard Academy 1985 — 1989
BS
Elaine King, MBA, CFP® Elaine King, MBA, CFP®'s CFP Board Experience January 2012 - Present
Job Partner at WE Family Offices, Family Education & Governance. Wealth Planning, Author & Speaker
Industry Financial Services
Experience
WE Family Offices August 2013 - Present
Family and Money Matters Institute™ (IFAYDI) August 2012 - Present
Estate Planning Council of Greater Miami Dade September 2012 - Present
Financial Planning Association of Florida January 2012 - Present
CFP Board January 2012 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Estate Planning, Wealth Management, Investment Strategies, Strategic Financial..., Financial Services, Financial Planning, Finance, Series 7, Wealth, Strategic Partnerships, Marketing Strategy, Strategy, Private Banking, Wealth Management..., Alternative Investments, Customer Service, Banking, Securities, Venture Capital, Management, Golf, Risk Management, Financial Planners, Personal Finance, Investment Management, Asset Management, Life Insurance, Retirement, 401k, Series 63, Divorce Planning, Hedge Funds, CRM, Financial Education, Family Governance, Philanthropy
Education
Bowen Center for the Study of the Family 2009 — 2010
Thunderbird School of Global Management 1999 — 2000
M.B.A
St. Mary's University 1992 — 1995
B.B.A
Rossevelt High School
WE Family Offices August 2013 - Present
Family and Money Matters Institute™ (IFAYDI) August 2012 - Present
Estate Planning Council of Greater Miami Dade September 2012 - Present
Financial Planning Association of Florida January 2012 - Present
CFP Board January 2012 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Portfolio Management, Investment Advisory, Estate Planning, Wealth Management, Investment Strategies, Strategic Financial..., Financial Services, Financial Planning, Finance, Series 7, Wealth, Strategic Partnerships, Marketing Strategy, Strategy, Private Banking, Wealth Management..., Alternative Investments, Customer Service, Banking, Securities, Venture Capital, Management, Golf, Risk Management, Financial Planners, Personal Finance, Investment Management, Asset Management, Life Insurance, Retirement, 401k, Series 63, Divorce Planning, Hedge Funds, CRM, Financial Education, Family Governance, Philanthropy
Education
Bowen Center for the Study of the Family 2009 — 2010
Thunderbird School of Global Management 1999 — 2000
M.B.A
St. Mary's University 1992 — 1995
B.B.A
Rossevelt High School
David Green, CPA, CGMA David Green, CPA, CGMA's CFP Board Experience September 2014 - Present
Job Controller at CFP Board
Industry Accounting
Experience
CFP Board September 2014 - Present
Grant Thornton LLP August 2014 - September 2014
Grant Thornton LLP August 2010 - July 2014
Grant Thornton LLP January 2006 - August 2010
Branch Banking and Trust October 2003 - December 2005
First Virginia Bank June 1995 - October 2003
Skills
Internal Controls, Financial Reporting, Auditing, Accounting, US GAAP, Financial Analysis, External Audit, Financial Statements, GAAP, Financial Accounting, CPA, Cash Flow, Not-for-profit, OMB Circular A-133
Education
George Mason University 2004 — 2005
Professional Accounting Certificate, Accounting
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Finance
CFP Board September 2014 - Present
Grant Thornton LLP August 2014 - September 2014
Grant Thornton LLP August 2010 - July 2014
Grant Thornton LLP January 2006 - August 2010
Branch Banking and Trust October 2003 - December 2005
First Virginia Bank June 1995 - October 2003
Skills
Internal Controls, Financial Reporting, Auditing, Accounting, US GAAP, Financial Analysis, External Audit, Financial Statements, GAAP, Financial Accounting, CPA, Cash Flow, Not-for-profit, OMB Circular A-133
Education
George Mason University 2004 — 2005
Professional Accounting Certificate, Accounting
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Finance
Paul Horenkamp Paul Horenkamp's CFP Board Experience October 2010 - Present
Job Marketing Manager at CFP Board
Industry Marketing and Advertising
Experience
CFP Board October 2010 - Present
Arnold Worldwide January 2010 - October 2010
Sur La Table September 2009 - October 2010
Adworks, Inc December 1992 - June 2009
W.B. Doner & Co. 1990 - 1992
Skills
Advertising, Account Management, Integrated Marketing, Marketing Communications
Education
Loyola University Maryland 1985 — 1989
Chesapeake High School 1981 — 1985
CFP Board October 2010 - Present
Arnold Worldwide January 2010 - October 2010
Sur La Table September 2009 - October 2010
Adworks, Inc December 1992 - June 2009
W.B. Doner & Co. 1990 - 1992
Skills
Advertising, Account Management, Integrated Marketing, Marketing Communications
Education
Loyola University Maryland 1985 — 1989
Chesapeake High School 1981 — 1985
Daniel Drummond Daniel Drummond's CFP Board Experience June 2010 - Present
Job Director of External Communications
Industry Public Relations and Communications
Experience
CFP Board June 2010 - Present
Howard University January 2013 - Present
Fairfax City Council 2008 - June 2014
George Washington University January 2014 - May 2014
Burson-Marsteller May 2009 - June 2010
Allison & Partners 2008 - 2009
Powell TateWeber Shandwick 2004 - 2008
House of Representatives - Congressman Jim Moran April 2002 - April 2004
The Washington Times 2000 - 2002
Skills
Public Relations, Media Relations, Strategic Communications, Crisis Communications, Government Relations, Public Speaking, Speech Writing, Lobbying, Public Affairs, Grassroots Organizing, Reputation Management, Spokesperson, Fundraising, Message Development, Press Releases, Community Outreach, Public Policy, Publicity, Marketing Communications, Crisis Management, Politics, Political Campaigns, Community Development, Leadership, Legislative Relations, Government, Nonprofits, Strategic Planning, Coalitions, Program Management, Volunteer Management, Strategy, Editing, Legislation, Political Communication, Policy, Political Consulting, Economic Development, Newsletters, Political Science, International Relations, Governmental Affairs, Grants, Research, Campaigns, Corporate Communications, Grant Writing, Community Organizing, Internal Communications, Event Planning
Education
The Johns Hopkins University 2003 — 2005
MA, Government
Old Dominion University
BS, Political Science
Emory and Henry College
CFP Board June 2010 - Present
Howard University January 2013 - Present
Fairfax City Council 2008 - June 2014
George Washington University January 2014 - May 2014
Burson-Marsteller May 2009 - June 2010
Allison & Partners 2008 - 2009
Powell TateWeber Shandwick 2004 - 2008
House of Representatives - Congressman Jim Moran April 2002 - April 2004
The Washington Times 2000 - 2002
Skills
Public Relations, Media Relations, Strategic Communications, Crisis Communications, Government Relations, Public Speaking, Speech Writing, Lobbying, Public Affairs, Grassroots Organizing, Reputation Management, Spokesperson, Fundraising, Message Development, Press Releases, Community Outreach, Public Policy, Publicity, Marketing Communications, Crisis Management, Politics, Political Campaigns, Community Development, Leadership, Legislative Relations, Government, Nonprofits, Strategic Planning, Coalitions, Program Management, Volunteer Management, Strategy, Editing, Legislation, Political Communication, Policy, Political Consulting, Economic Development, Newsletters, Political Science, International Relations, Governmental Affairs, Grants, Research, Campaigns, Corporate Communications, Grant Writing, Community Organizing, Internal Communications, Event Planning
Education
The Johns Hopkins University 2003 — 2005
MA, Government
Old Dominion University
BS, Political Science
Emory and Henry College
Matthew Murphy, CFP®'s CFP Board Experience February 2010 - December 2014
Job President & CEO at Murphy Capital Advisors
Industry Investment Management
Experience
Murphy Capital Advisors November 2004 - Present
NAPFA Registered Advisor April 2007 - Present
CFP Board February 2010 - December 2014
CFP Board June 2009 - November 2009
FPA of Greater Phoenix 2006 - 2007
American General Securities, Inc. January 2002 - December 2004
Focal Communications 2000 - 2002
Nuveen Investments April 1998 - November 2000
National Futures Association July 1994 - April 1998
Skills
Financial Planning, Estate Planning, Portfolio Management, Investments, Asset Management, Retirement Planning, Asset Allocation, Investment Advisory, Wealth Management, Financial Advisory, Finance
Education
Illinois State University 1991 — 1994
BS, Finance
Murphy Capital Advisors November 2004 - Present
NAPFA Registered Advisor April 2007 - Present
CFP Board February 2010 - December 2014
CFP Board June 2009 - November 2009
FPA of Greater Phoenix 2006 - 2007
American General Securities, Inc. January 2002 - December 2004
Focal Communications 2000 - 2002
Nuveen Investments April 1998 - November 2000
National Futures Association July 1994 - April 1998
Skills
Financial Planning, Estate Planning, Portfolio Management, Investments, Asset Management, Retirement Planning, Asset Allocation, Investment Advisory, Wealth Management, Financial Advisory, Finance
Education
Illinois State University 1991 — 1994
BS, Finance
Christine Potter Christine Potter's CFP Board Experience October 2006 - December 2007
Job Administrative Assistant at EKS&H
Industry Accounting
Experience
EKS&H January 2014 - Present
DCP Midstream October 2011 - January 2014
DCP Midstream October 2008 - September 2011
DCP Midstream December 2007 - October 2008
CFP Board October 2006 - December 2007
Skills
HRIS, Applicant Tracking..., Talent Acquisition, Onboarding, PeopleSoft, Oil/Gas, Human Resources, Gas, Employee Relations, Recruiting, Microsoft Excel, Microsoft Office, Employee Benefits, Interviews
Education
University of Phoenix 2010 — 2017
Bachelor of Business Management, Business Administration and Management, General
EKS&H January 2014 - Present
DCP Midstream October 2011 - January 2014
DCP Midstream October 2008 - September 2011
DCP Midstream December 2007 - October 2008
CFP Board October 2006 - December 2007
Skills
HRIS, Applicant Tracking..., Talent Acquisition, Onboarding, PeopleSoft, Oil/Gas, Human Resources, Gas, Employee Relations, Recruiting, Microsoft Excel, Microsoft Office, Employee Benefits, Interviews
Education
University of Phoenix 2010 — 2017
Bachelor of Business Management, Business Administration and Management, General
Ronia Dubbaneh's CFP Board Experience September 2014 - Present
Job Compliance Administrator at CFP Board
Industry Legal Services
Experience
CFP Board September 2014 - Present
CFP Board May 2014 - September 2014
CFP Board March 2014 - May 2014
Montgomery County Public Schools February 2013 - March 2014
Private Tutor October 2012 - March 2014
Holy Land Christian Ecumenical Foundation January 2013 - November 2013
Know Thy Heritage Leadership Program June 2013 - July 2013
Fair Observer January 2012 - May 2012
Skills
Legal Technology, Legal Project Management, e-Discovery, Westlaw, LexisNexis, Legal Research, Legal Writing, Editing, Grammar, Event Planning, Microsoft Office, Social Media, Proofreading, Newsletters, Research, Public Speaking, Nonprofits, Copy Editing, Teaching, Community Outreach, Publishing, Editorial, English Literature, Conference Coordination, Event Management
Education
Georgetown University 2014 — 2015
Litigation Technology/Legal Project Management, Paralegal Certificate
University of Jordan 2012 — 2012
Certificate of Language, Arabic
University of Maryland College Park 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature; Religious Studies, 3.6 GPA
The University of Sheffield 2010 — 2011
Bachelor of Arts (B.A.), English Language and Literature; Biblical Studies
CFP Board September 2014 - Present
CFP Board May 2014 - September 2014
CFP Board March 2014 - May 2014
Montgomery County Public Schools February 2013 - March 2014
Private Tutor October 2012 - March 2014
Holy Land Christian Ecumenical Foundation January 2013 - November 2013
Know Thy Heritage Leadership Program June 2013 - July 2013
Fair Observer January 2012 - May 2012
Skills
Legal Technology, Legal Project Management, e-Discovery, Westlaw, LexisNexis, Legal Research, Legal Writing, Editing, Grammar, Event Planning, Microsoft Office, Social Media, Proofreading, Newsletters, Research, Public Speaking, Nonprofits, Copy Editing, Teaching, Community Outreach, Publishing, Editorial, English Literature, Conference Coordination, Event Management
Education
Georgetown University 2014 — 2015
Litigation Technology/Legal Project Management, Paralegal Certificate
University of Jordan 2012 — 2012
Certificate of Language, Arabic
University of Maryland College Park 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature; Religious Studies, 3.6 GPA
The University of Sheffield 2010 — 2011
Bachelor of Arts (B.A.), English Language and Literature; Biblical Studies
Sandra Carey Sandra Carey's CFP Board Experience January 2013 - Present
Job President at McCann Pharmacy Initiative an Agency of McCann Health
Industry Pharmaceuticals
Experience
McCann Pharmacy Initiative an Agency of McCann Health September 2014 - Present
CFP Board January 2013 - Present
The Health Initiative an Agency of McCann Health January 2014 - September 2014
The Health Initiative an Agency of McCann Health March 2011 - December 2013
The Health Initiative January 2010 - March 2011
Keyin College Inc September 2005 - December 2010
Wal-Mart Canada April 2008 - December 2009
consulting January 2002 - December 2009
Wal-Mart Canada June 1998 - December 2009
NAPRA 2007 - 2009
Skills
Healthcare, Strategic Planning, Coaching, Team Leadership, Customer Service, Change Management, Team Building, Strategy Development, Health, Pharmaceuticals, Microsoft Office, Retail, Medical Writing, PowerPoint, Word, Supervisory Skills, Excel, Teaching, Mentoring, Budgeting, Public Speaking, New Business Development, Pharmaceutical Industry, Diabetes, Budgets, Microsoft Excel, Leadership, Pharmacists, Pharmacy, Medication Therapy..., Compounding, Microsoft Word, Strategy, Pharmacy Automation, Clinical Pharmacology, Pharmacy Practice, Community Pharmacy, Pharmacology, Pharmacueticals, Pharmacy Benefit..., Pharmacovigilance, Clinical Pharmacy, Pharmaceutics, Pharmaceutical Care, Pharmacokinetics, Patient Counseling, Disease Management, Pharmacy Technicians, Managed Care, Medication...
Education
Memorial University of Newfoundland 1984 — 1991
B.Sc, pharmacy
McCann Pharmacy Initiative an Agency of McCann Health September 2014 - Present
CFP Board January 2013 - Present
The Health Initiative an Agency of McCann Health January 2014 - September 2014
The Health Initiative an Agency of McCann Health March 2011 - December 2013
The Health Initiative January 2010 - March 2011
Keyin College Inc September 2005 - December 2010
Wal-Mart Canada April 2008 - December 2009
consulting January 2002 - December 2009
Wal-Mart Canada June 1998 - December 2009
NAPRA 2007 - 2009
Skills
Healthcare, Strategic Planning, Coaching, Team Leadership, Customer Service, Change Management, Team Building, Strategy Development, Health, Pharmaceuticals, Microsoft Office, Retail, Medical Writing, PowerPoint, Word, Supervisory Skills, Excel, Teaching, Mentoring, Budgeting, Public Speaking, New Business Development, Pharmaceutical Industry, Diabetes, Budgets, Microsoft Excel, Leadership, Pharmacists, Pharmacy, Medication Therapy..., Compounding, Microsoft Word, Strategy, Pharmacy Automation, Clinical Pharmacology, Pharmacy Practice, Community Pharmacy, Pharmacology, Pharmacueticals, Pharmacy Benefit..., Pharmacovigilance, Clinical Pharmacy, Pharmaceutics, Pharmaceutical Care, Pharmacokinetics, Patient Counseling, Disease Management, Pharmacy Technicians, Managed Care, Medication...
Education
Memorial University of Newfoundland 1984 — 1991
B.Sc, pharmacy
Sharon Cyrus's CFP Board Experience June 2014 - Present
Job Experience Administrator at CFP Board
Industry Nonprofit Organization Management
Experience
CFP Board June 2014 - Present
CFP Board September 2013 - June 2014
CFP Board June 2010 - September 2013
Skills
Nonprofits, Public Speaking, Program Management, Microsoft Office, Event Planning, Management, Leadership, Strategic Planning, Volunteer Management, Customer Service, Administrative...
Education
Howard University
Bachelor's Degree, Fashion Merchandising
CFP Board June 2014 - Present
CFP Board September 2013 - June 2014
CFP Board June 2010 - September 2013
Skills
Nonprofits, Public Speaking, Program Management, Microsoft Office, Event Planning, Management, Leadership, Strategic Planning, Volunteer Management, Customer Service, Administrative...
Education
Howard University
Bachelor's Degree, Fashion Merchandising
Chris Beard, CFP Chris Beard, CFP's CFP Board Experience March 2010 - December 2012
Job Vice President at Gateway Wealth Strategies
Industry Financial Services
Experience
Gateway Wealth Strategies August 2002 - Present
Raymond James August 2002 - Present
CFP Board March 2010 - December 2012
Wachovia Securities February 1995 - August 2002
Skills
Investment Advisory, Estate Planning, 401k, Wealth, Financial Planning, Retirement Planning, Wealth Management, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Retirement, Finance, Securities, Investments, Mutual Funds, Portfolio Management, Leadership, Series 7, Asset Allocation
Education
Clemson University 1990 — 1994
Finance and Financial Management Services
Riverside High 1986 — 1990
Gateway Wealth Strategies August 2002 - Present
Raymond James August 2002 - Present
CFP Board March 2010 - December 2012
Wachovia Securities February 1995 - August 2002
Skills
Investment Advisory, Estate Planning, 401k, Wealth, Financial Planning, Retirement Planning, Wealth Management, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Retirement, Finance, Securities, Investments, Mutual Funds, Portfolio Management, Leadership, Series 7, Asset Allocation
Education
Clemson University 1990 — 1994
Finance and Financial Management Services
Riverside High 1986 — 1990
Sara Muehlbauer's CFP Board Experience May 2013 - Present
Job Firm Relations Manager, CFP Board
Industry Financial Services
Experience
CFP Board May 2013 - Present
The Heart of America Foundation September 2012 - May 2013
The Heart of America Foundation 2010 - September 2012
L'Esperance Children's Aid Orphanage, Kigarama, Rwanda June 2007 - August 2007
American Red Cross, National Capital Area May 2005 - August 2005
Skills
Program Development, Volunteer Management, Non-profits, Event Planning, Program Management, International..., Relationship Management, Nonprofits, International Relations, Community Development, Training, Project Planning, Project Management, Volunteering, Public Speaking, Community Outreach, Grant Writing
Education
University of Denver 2006 — 2008
MA, International Development, Graduate Certificate in Global Health Affairs
Connecticut College 2002 — 2006
BA, English, Elementary Education
CFP Board May 2013 - Present
The Heart of America Foundation September 2012 - May 2013
The Heart of America Foundation 2010 - September 2012
L'Esperance Children's Aid Orphanage, Kigarama, Rwanda June 2007 - August 2007
American Red Cross, National Capital Area May 2005 - August 2005
Skills
Program Development, Volunteer Management, Non-profits, Event Planning, Program Management, International..., Relationship Management, Nonprofits, International Relations, Community Development, Training, Project Planning, Project Management, Volunteering, Public Speaking, Community Outreach, Grant Writing
Education
University of Denver 2006 — 2008
MA, International Development, Graduate Certificate in Global Health Affairs
Connecticut College 2002 — 2006
BA, English, Elementary Education
Liz Dombrowski Liz Dombrowski's CFP Board Experience June 2015 - Present
Job Administrative Assistant to the Managing Director of Education, Examinations & Talent at CFP Board
Industry Nonprofit Organization Management
Experience
CFP Board June 2015 - Present
CFP Board July 2013 - June 2015
CFP Board July 2011 - July 2013
Inter-American Defense Board Foundation August 2011 - February 2012
American University November 2008 - May 2011
Susan B. Anthony List August 2010 - January 2011
Knights of Columbus April 2010 - July 2010
American University November 2007 - November 2008
Skills
Fundraising, Policy Analysis, Public Policy, Non-profits, Nonprofits, Project Planning, Strategic Communications, Client Service Oriented, Analysis, Blogging, Editing, Event Planning, International..., Management, Public Speaking, Social Media, Training, Volunteer Management
Education
American University 2011 — 2014
MA, US Foreign Policy
American University, School of International Service 2007 — 2011
Bachelor of Arts, Master of Arts, International Studies
CFP Board June 2015 - Present
CFP Board July 2013 - June 2015
CFP Board July 2011 - July 2013
Inter-American Defense Board Foundation August 2011 - February 2012
American University November 2008 - May 2011
Susan B. Anthony List August 2010 - January 2011
Knights of Columbus April 2010 - July 2010
American University November 2007 - November 2008
Skills
Fundraising, Policy Analysis, Public Policy, Non-profits, Nonprofits, Project Planning, Strategic Communications, Client Service Oriented, Analysis, Blogging, Editing, Event Planning, International..., Management, Public Speaking, Social Media, Training, Volunteer Management
Education
American University 2011 — 2014
MA, US Foreign Policy
American University, School of International Service 2007 — 2011
Bachelor of Arts, Master of Arts, International Studies
Colleen McArdell Colleen McArdell's CFP Board Experience September 1990 - December 2007
Job Senior Director Alumni Operations at The College for Financial Planning
Industry Education Management
Experience
College for Finanical Planning March 2008 - Present
CFP Board September 1990 - December 2007
Skills
Non-profits, Budgets, Strategic Planning, Training, Strategic Financial..., Leadership, Higher Education, Public Speaking, Nonprofits, Coaching, Research, Teaching, Team Building, Program Management
Education
University of Phoenix 1995 — 1997
Masters in Organizational Management, Management
Gettysburg College
BA, Psychology
College for Finanical Planning March 2008 - Present
CFP Board September 1990 - December 2007
Skills
Non-profits, Budgets, Strategic Planning, Training, Strategic Financial..., Leadership, Higher Education, Public Speaking, Nonprofits, Coaching, Research, Teaching, Team Building, Program Management
Education
University of Phoenix 1995 — 1997
Masters in Organizational Management, Management
Gettysburg College
BA, Psychology
Nancy McCready, CFP, CRPC, MBA Nancy McCready, CFP, CRPC, MBA's CFP Board Experience August 2011 - Present
Job Wealth Financial Advisor at Bank of the West Wealth Management
Industry Financial Services
Experience
Bank of the West Wealth Management December 2013 - Present
UCLA Extension October 2011 - Present
CFP Board August 2011 - Present
Merrill Lynch Global Wealth Management January 2012 - December 2013
Ameriprise Financial September 2003 - January 2012
United Media April 2000 - 2003
American Film Institute 1999 - 2000
Rogers & Cowan 1998 - 1999
Turner Broadcasting May 1992 - December 1997
Ogilvy & Mather 1976 - 1979
Skills
Investments, Asset Allocation, Investment Advisory, Asset Managment, Hedge Funds, Personal Financial..., Bonds, Strategic Financial..., Entrepreneurship, Estate Planning, Wealth, Alternative Investments, Asset Management, Small Business, Financial Advisory, Finance, Retirement, Investment Strategies, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Penn State University
B.A.
Bank of the West Wealth Management December 2013 - Present
UCLA Extension October 2011 - Present
CFP Board August 2011 - Present
Merrill Lynch Global Wealth Management January 2012 - December 2013
Ameriprise Financial September 2003 - January 2012
United Media April 2000 - 2003
American Film Institute 1999 - 2000
Rogers & Cowan 1998 - 1999
Turner Broadcasting May 1992 - December 1997
Ogilvy & Mather 1976 - 1979
Skills
Investments, Asset Allocation, Investment Advisory, Asset Managment, Hedge Funds, Personal Financial..., Bonds, Strategic Financial..., Entrepreneurship, Estate Planning, Wealth, Alternative Investments, Asset Management, Small Business, Financial Advisory, Finance, Retirement, Investment Strategies, Financial Planning
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Penn State University
B.A.
Charlie Fitzgerald, III, CFP® Charlie Fitzgerald, III, CFP®'s CFP Board Experience January 2015 - Present
Job Principal and Financial Advisor at Moisand Fitzgerald Tamayo, LLC
Industry Financial Services
Experience
Moisand Fitzgerald Tamayo, LLC December 1998 - Present
CFP Board January 2015 - Present
ProVision IT 2007 - Present
Financial Planning Association of Florida June 2004 - December 2014
AT&T May 1983 - September 1996
Skills
Small Business, Strategic Financial..., Investment Management, Retirement Planning, Wealth Management, Investment Advisory, Financial Planners, Estate Planning, Asset Managment, Investments, Financial Advisory, Retirement, Fee Only, AT&T Executives and..., Asset Management, Wealth, Wealth Management..., Financial Services, Mutual Funds, Fixed Annuities, Managerial Finance, 401k, Insurance, Asset Allocation, Certified Financial..., Finance, Personal Finance, Series 7, Securities, IRAs, Investment Strategies, Life Insurance, Series 63, Pensions, Long-term Care, Portfolio Management, Alternative Investments, Equities, Personal Financial...
Education
College for Financial Planning 1987 — 1992
Certified Financial Planner Professional Education Certificate, Comprehensive Financial Planning
University of Florida 1981 — 1983
Bachelor of Science (BS), Business Administration, Major: Finance
University of Central Florida 1978 — 1981
Associate of Arts, General Study
Moisand Fitzgerald Tamayo, LLC December 1998 - Present
CFP Board January 2015 - Present
ProVision IT 2007 - Present
Financial Planning Association of Florida June 2004 - December 2014
AT&T May 1983 - September 1996
Skills
Small Business, Strategic Financial..., Investment Management, Retirement Planning, Wealth Management, Investment Advisory, Financial Planners, Estate Planning, Asset Managment, Investments, Financial Advisory, Retirement, Fee Only, AT&T Executives and..., Asset Management, Wealth, Wealth Management..., Financial Services, Mutual Funds, Fixed Annuities, Managerial Finance, 401k, Insurance, Asset Allocation, Certified Financial..., Finance, Personal Finance, Series 7, Securities, IRAs, Investment Strategies, Life Insurance, Series 63, Pensions, Long-term Care, Portfolio Management, Alternative Investments, Equities, Personal Financial...
Education
College for Financial Planning 1987 — 1992
Certified Financial Planner Professional Education Certificate, Comprehensive Financial Planning
University of Florida 1981 — 1983
Bachelor of Science (BS), Business Administration, Major: Finance
University of Central Florida 1978 — 1981
Associate of Arts, General Study
Bill Schretter MBA, CLU, ChFC, CFP Bill Schretter MBA, CLU, ChFC, CFP's CFP Board Experience December 2014 - Present
Job Senior Financial Planner at Key Private Bank
Industry Financial Services
Experience
Key Private Bank December 2014 - Present
Life- Legacy Services June 2012 - Present
CFP Board December 2014 - Present
Financial Planning Association of Southwestern Ohio January 2010 - Present
FPA 2010 - Present
Raymond James Financial Inc. June 2012 - December 2014
BSB Partners January 2009 - December 2014
Hondros College October 2006 - December 2014
Financial Planning Association of Southwestern Ohio February 2010 - September 2014
Capital Analysts Incorporated September 2007 - May 2012
Skills
Retirement Planning, Strategic Financial..., Goal Planning, Insurance, Investments, Retirement, Wealth Management, Financial Planning, Life Insurance, Risk Management, Investment Advisory, Asset Management, Public Speaking, Series 7, Financial Management, Budgeting, Business Planning, Process Improvement, Succession Planning, Positive Psychology, Compliance Consulting, Practice Management, Legacy Planning, Legacy Video Services, Holistic Financial..., Business Coaching, Finance, Leadership, Management, Financial Services, Financial Advisory, Portfolio Management, Mutual Funds, Strategic Planning, Financial Analysis, Customer Service, Securities, Consulting
Education
Professional Credentials- CLU, ChFC, CFP, CSCP, AIRC 2003 — 2010
The American College 2004 — 2007
CLU, ChFC
University of Cincinnati College of Business 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS, Marketing, Marketing Research
St. Xavier High School 1986 — 1990
Preparatory, Jesuit Preparatory
Key Private Bank December 2014 - Present
Life- Legacy Services June 2012 - Present
CFP Board December 2014 - Present
Financial Planning Association of Southwestern Ohio January 2010 - Present
FPA 2010 - Present
Raymond James Financial Inc. June 2012 - December 2014
BSB Partners January 2009 - December 2014
Hondros College October 2006 - December 2014
Financial Planning Association of Southwestern Ohio February 2010 - September 2014
Capital Analysts Incorporated September 2007 - May 2012
Skills
Retirement Planning, Strategic Financial..., Goal Planning, Insurance, Investments, Retirement, Wealth Management, Financial Planning, Life Insurance, Risk Management, Investment Advisory, Asset Management, Public Speaking, Series 7, Financial Management, Budgeting, Business Planning, Process Improvement, Succession Planning, Positive Psychology, Compliance Consulting, Practice Management, Legacy Planning, Legacy Video Services, Holistic Financial..., Business Coaching, Finance, Leadership, Management, Financial Services, Financial Advisory, Portfolio Management, Mutual Funds, Strategic Planning, Financial Analysis, Customer Service, Securities, Consulting
Education
Professional Credentials- CLU, ChFC, CFP, CSCP, AIRC 2003 — 2010
The American College 2004 — 2007
CLU, ChFC
University of Cincinnati College of Business 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS, Marketing, Marketing Research
St. Xavier High School 1986 — 1990
Preparatory, Jesuit Preparatory
Nathan E. LaCombe Nathan E. LaCombe's CFP Board Experience June 2015 - August 2015
Job Research Analyst at WPA Research, Politics and Technology Columnist at the Morning Consult, & Aspiring Policy Analyst
Industry Public Policy
Experience
Wilson Perkins Allen Opinion Research August 2015 - Present
Morning Consult July 2015 - October 2015
CFP Board June 2015 - August 2015
Concordia College October 2014 - April 2015
Minnesota College Republicans April 2014 - April 2015
Concordia College Archives August 2012 - April 2015
Republican National Committee August 2014 - November 2014
American Action Forum January 2014 - May 2014
PolicyInterns.com January 2014 - May 2014
DOW Services January 2013 - June 2013
Skills
Politics, Political Analytics, Time Management, Critical Thinking, Goal Oriented, Superior Work Ethic, Policy, International Relations, Blogging, Event Planning, Social Media, Motivated self-starter, Oral & Written..., Highly responsible, Highly personable, Organized Multi-tasker, Integrity, Close Attention to..., Research, Positive Personality, Spanish, Translation, Public Speaking, Communication, Microsoft Word, Writing, Friendly Personality, Self-driven, Editing
Education
Concordia College 2011 — 2015
Bachelor's of Arts, Political Science and Government, Spanish
Lutheran College Washington Semester 2014 — 2014
International Relations and Ethics, Immigration and Foreign Policy
Billings Senior High School 2007 — 2011
High School Diploma, General
Wilson Perkins Allen Opinion Research August 2015 - Present
Morning Consult July 2015 - October 2015
CFP Board June 2015 - August 2015
Concordia College October 2014 - April 2015
Minnesota College Republicans April 2014 - April 2015
Concordia College Archives August 2012 - April 2015
Republican National Committee August 2014 - November 2014
American Action Forum January 2014 - May 2014
PolicyInterns.com January 2014 - May 2014
DOW Services January 2013 - June 2013
Skills
Politics, Political Analytics, Time Management, Critical Thinking, Goal Oriented, Superior Work Ethic, Policy, International Relations, Blogging, Event Planning, Social Media, Motivated self-starter, Oral & Written..., Highly responsible, Highly personable, Organized Multi-tasker, Integrity, Close Attention to..., Research, Positive Personality, Spanish, Translation, Public Speaking, Communication, Microsoft Word, Writing, Friendly Personality, Self-driven, Editing
Education
Concordia College 2011 — 2015
Bachelor's of Arts, Political Science and Government, Spanish
Lutheran College Washington Semester 2014 — 2014
International Relations and Ethics, Immigration and Foreign Policy
Billings Senior High School 2007 — 2011
High School Diploma, General
Richard Salmen Richard Salmen's CFP Board Experience January 2015 - Present
Job Board Member at CFP® Board of Standards
Industry Financial Services
Experience
CFP Board January 2015 - Present
BOK Financial August 2000 - Present
Federal Aviation Administration - FAA August 1988 - March 2013
Alliance of Cambridge Advisors 1997 - July 2012
Financial Planning Association (FPA) 2006 - 2010
United States Army Reserve May 1988 - December 2001
US Army January 1984 - July 1985
Skills
Financial Planning, Estate Planning, Asset Management, Cash Flow, Retirement Planning, Investments, Portfolio Management, Tax, Retirement, Wealth Management, Investment Advisory, Wealth, Strategic Planning, Public Speaking, 401k, Asset Allocation, Risk Management, Life Planning, IRA's, Financial Advisory, Employee Benefits, Pensions, Money, Budgeting, Personal Finance, Coaching, Writing, Trust Services, Trustee, Trust Management
Education
University of Kansas - Graduate School of Business 1990 — 1993
Master of Business Administration (M.B.A.)
University of Nebraska at Kearney 1985 — 1988
Bachelor's Degree, Business Administration - Airway Science Management
CFP Board January 2015 - Present
BOK Financial August 2000 - Present
Federal Aviation Administration - FAA August 1988 - March 2013
Alliance of Cambridge Advisors 1997 - July 2012
Financial Planning Association (FPA) 2006 - 2010
United States Army Reserve May 1988 - December 2001
US Army January 1984 - July 1985
Skills
Financial Planning, Estate Planning, Asset Management, Cash Flow, Retirement Planning, Investments, Portfolio Management, Tax, Retirement, Wealth Management, Investment Advisory, Wealth, Strategic Planning, Public Speaking, 401k, Asset Allocation, Risk Management, Life Planning, IRA's, Financial Advisory, Employee Benefits, Pensions, Money, Budgeting, Personal Finance, Coaching, Writing, Trust Services, Trustee, Trust Management
Education
University of Kansas - Graduate School of Business 1990 — 1993
Master of Business Administration (M.B.A.)
University of Nebraska at Kearney 1985 — 1988
Bachelor's Degree, Business Administration - Airway Science Management
Carol Lee Roberts, CFP®'s CFP Board Experience October 2007 - May 2009
Job Branch Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors October 2011 - October 2013
Jacob William Advisory March 2011 - September 2011
Dalton Education July 2009 - March 2011
CFP Board October 2007 - May 2009
DePaul University 2001 - 2007
Merrill Lynch 2000 - 2001
Merrill Lynch 2000 - 2001
Education
Augustana College 1973 — 1977
BS, Public Administration
DePaul University
MA, Financial Planning
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors October 2011 - October 2013
Jacob William Advisory March 2011 - September 2011
Dalton Education July 2009 - March 2011
CFP Board October 2007 - May 2009
DePaul University 2001 - 2007
Merrill Lynch 2000 - 2001
Merrill Lynch 2000 - 2001
Education
Augustana College 1973 — 1977
BS, Public Administration
DePaul University
MA, Financial Planning
Martin Siesta Martin Siesta's CFP Board Experience January 2013 - January 2014
Job Financial Planner and Investment Manager at Compass Wealth Management LLC
Industry Financial Services
Experience
Compass Wealth Management LLC October 2013 - Present
Berkana Institue/Art of Hosting May 2009 - Present
CFP Board January 2013 - January 2014
CFP Board 2009 - January 2014
compass wealth management September 2005 - October 2013
Kinder Institute 2002 - 2013
Art ot Hosting 2006 - 2009
Financial Planning Association (FPA) 2004 - 2007
MetLife December 1996 - September 2005
Skills
Leadership Development, Strategic Planning, Leadership, Ethics, Training, Strategic Financial..., World Cafe, Retirement, Open Space, Culture Change, Executive Coaching, Personal Financial..., Organizational Learning, Change Management, Professional Ethics, Life Coaching, Systems Thinking, Estate Planning, Facilitation, Personal Finance, Retirement Planning, Financial Planners, Investment Advisory, Wealth Management, Wealth, Small Business, Series 7, FINRA, Workshop Facilitation, Executive Development, Facilitators, Circle Training
Education
Pace University
BA, Social Studies, Education
The American College
MSFS, Financial Services
Compass Wealth Management LLC October 2013 - Present
Berkana Institue/Art of Hosting May 2009 - Present
CFP Board January 2013 - January 2014
CFP Board 2009 - January 2014
compass wealth management September 2005 - October 2013
Kinder Institute 2002 - 2013
Art ot Hosting 2006 - 2009
Financial Planning Association (FPA) 2004 - 2007
MetLife December 1996 - September 2005
Skills
Leadership Development, Strategic Planning, Leadership, Ethics, Training, Strategic Financial..., World Cafe, Retirement, Open Space, Culture Change, Executive Coaching, Personal Financial..., Organizational Learning, Change Management, Professional Ethics, Life Coaching, Systems Thinking, Estate Planning, Facilitation, Personal Finance, Retirement Planning, Financial Planners, Investment Advisory, Wealth Management, Wealth, Small Business, Series 7, FINRA, Workshop Facilitation, Executive Development, Facilitators, Circle Training
Education
Pace University
BA, Social Studies, Education
The American College
MSFS, Financial Services
Jamar Wright's CFP Board Experience October 2008 - Present
Job Exam Administrator at CFP Board
Industry Financial Services
Experience
CFP Board October 2008 - Present
Progressive Insurance January 2006 - August 2008
American Express October 2004 - January 2006
Skills
Strategic Planning, Microsoft Office, Microsoft Word, Program Management, Customer Service, Project Management, Leadership Development, Business Development, Management Consulting, Analysis, Data Analysis, Leadership, Public Speaking, Training, Management
Education
George Mason University 1997 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
George Mason University 1997 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
CFP Board October 2008 - Present
Progressive Insurance January 2006 - August 2008
American Express October 2004 - January 2006
Skills
Strategic Planning, Microsoft Office, Microsoft Word, Program Management, Customer Service, Project Management, Leadership Development, Business Development, Management Consulting, Analysis, Data Analysis, Leadership, Public Speaking, Training, Management
Education
George Mason University 1997 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
George Mason University 1997 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Matthew Boyle, CFP®'s CFP Board Experience October 2012 - March 2013
Job VP & Financial Consultant at Charles Schwab
Industry Investment Management
Experience
Charles Schwab March 2008 - Present
Granite Pathways August 2013 - Present
CFP Board October 2012 - March 2013
TD Bank Asset Management Group March 2006 - March 2008
Citizens Investment Services November 2004 - March 2006
Putnam Investments January 2000 - November 2004
Skills
Series 24, Series 65, Investment Management, Series 7, Wealth Management, Insurance, Certified Financial..., Retirement Planning, Relationship Management, Portfolio Management, Finance, Equities, Investment Strategies, Investments, Investment Advisory, Retirement, Mutual Funds, Series 63, Strategic Planning, Alternative Investments, Asset Allocation, Asset Management
Education
Providence College 1991 — 1995
BA, History & Political Science
Charles Schwab March 2008 - Present
Granite Pathways August 2013 - Present
CFP Board October 2012 - March 2013
TD Bank Asset Management Group March 2006 - March 2008
Citizens Investment Services November 2004 - March 2006
Putnam Investments January 2000 - November 2004
Skills
Series 24, Series 65, Investment Management, Series 7, Wealth Management, Insurance, Certified Financial..., Retirement Planning, Relationship Management, Portfolio Management, Finance, Equities, Investment Strategies, Investments, Investment Advisory, Retirement, Mutual Funds, Series 63, Strategic Planning, Alternative Investments, Asset Allocation, Asset Management
Education
Providence College 1991 — 1995
BA, History & Political Science
Olisi Johnson Olisi Johnson's CFP Board Experience November 2007 - Present
Job Accountant & Creative Entrepreneur
Industry Real Estate
Experience
Stamp On Style January 2011 - Present
Long & Foster Companies December 2009 - Present
CFP Board November 2007 - Present
FMI Construction, Inc. January 2004 - July 2007
JoAnne's Bed and Back January 2002 - January 2004
Skills
Real Estate, Fashion, Personal Styling, Microsoft Excel, Non-profits, Microsoft Office, Public Speaking, Customer Service, Social Media, Outlook, Nonprofits, Government, Advertising, Leadership, Event Management, Fundraising, Budgets, Blogging, Social Media Marketing, Social Networking, Training, Management, Volunteer Management
Education
University of Maryland University College 2010 — 2011
School Without Walls
Stamp On Style January 2011 - Present
Long & Foster Companies December 2009 - Present
CFP Board November 2007 - Present
FMI Construction, Inc. January 2004 - July 2007
JoAnne's Bed and Back January 2002 - January 2004
Skills
Real Estate, Fashion, Personal Styling, Microsoft Excel, Non-profits, Microsoft Office, Public Speaking, Customer Service, Social Media, Outlook, Nonprofits, Government, Advertising, Leadership, Event Management, Fundraising, Budgets, Blogging, Social Media Marketing, Social Networking, Training, Management, Volunteer Management
Education
University of Maryland University College 2010 — 2011
School Without Walls
Chrissy Celaya's CFP Board Experience May 2011 - Present
Job AVP, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
CIEE July 2013 - Present
CFP Board May 2011 - Present
USAA June 2011 - July 2013
USAA June 2010 - August 2010
Planto Roe Financial Services June 2009 - August 2009
Skills
Retirement Planning, Investments, Life Insurance, Client Relations Skills, Comprehensive Planning, Team Leadership, Product Development, Flexibility, Strategic Financial..., Series 7, Series 63, Series 65, Insurance, Financial Advisory, Estate Planning, Wealth Management
Education
Texas Tech University 2007 — 2011
BS, Personal Financial Planning, 3.8
Alamo Heights High School
Alamo Heights High School
Merrill Edge September 2014 - Present
CIEE July 2013 - Present
CFP Board May 2011 - Present
USAA June 2011 - July 2013
USAA June 2010 - August 2010
Planto Roe Financial Services June 2009 - August 2009
Skills
Retirement Planning, Investments, Life Insurance, Client Relations Skills, Comprehensive Planning, Team Leadership, Product Development, Flexibility, Strategic Financial..., Series 7, Series 63, Series 65, Insurance, Financial Advisory, Estate Planning, Wealth Management
Education
Texas Tech University 2007 — 2011
BS, Personal Financial Planning, 3.8
Alamo Heights High School
Alamo Heights High School
Sumeera Younis Sumeera Younis's CFP Board Experience February 2012 - July 2012
Job Counsel at ProShare Advisors LLC
Industry Financial Services
Experience
ProShare Advisors LLC May 2013 - Present
CFP Board February 2012 - July 2012
Dechert LLP October 2010 - February 2012
The World Bank April 2009 - September 2010
Dechert LLP May 2008 - July 2008
Skills
Legal Research, Legal Writing, Writing, Nonprofits, Intellectual Property, Public Policy, Mediation, Corporate Law, Corporate Governance, Policy Analysis, Litigation, Westlaw
Education
University of Michigan Law School 2006 — 2008
JD, Law
Oakland University
Bachelor of Arts, Women's Studies and Sociology
ProShare Advisors LLC May 2013 - Present
CFP Board February 2012 - July 2012
Dechert LLP October 2010 - February 2012
The World Bank April 2009 - September 2010
Dechert LLP May 2008 - July 2008
Skills
Legal Research, Legal Writing, Writing, Nonprofits, Intellectual Property, Public Policy, Mediation, Corporate Law, Corporate Governance, Policy Analysis, Litigation, Westlaw
Education
University of Michigan Law School 2006 — 2008
JD, Law
Oakland University
Bachelor of Arts, Women's Studies and Sociology
Ephraim Firdyiwek's CFP Board Experience March 2012 - Present
Job Finance Administrator at CFP Board
Industry Government Relations
Experience
CFP Board March 2012 - Present
Oshkosh Corporation August 2010 - October 2011
SAIC May 2010 - August 2010
U.S. House of Representatives November 2009 - June 2010
Democratic Party of Virginia July 2009 - November 2009
Skills
Research, Program Management, Legislation, International Relations, Grassroots Organizing, Policy Analysis, Nonprofits, Community Outreach, Public Policy, Policy
Education
Mary Washington College 2005 — 2009
Economics
CFP Board March 2012 - Present
Oshkosh Corporation August 2010 - October 2011
SAIC May 2010 - August 2010
U.S. House of Representatives November 2009 - June 2010
Democratic Party of Virginia July 2009 - November 2009
Skills
Research, Program Management, Legislation, International Relations, Grassroots Organizing, Policy Analysis, Nonprofits, Community Outreach, Public Policy, Policy
Education
Mary Washington College 2005 — 2009
Economics
Sally LaBonté Sally LaBonté's CFP Board Experience April 2010 - March 2011
Job
Industry Internet
Experience
Arlington County August 2011 - Present
CFP Board April 2010 - March 2011
Sonjara July 2008 - March 2009
Newspaper Association of America March 2006 - July 2008
Academy for Educational Development November 2002 - March 2006
Resources For the Future April 2000 - November 2001
Water Environment Research Foundation April 1998 - April 2000
Woman's National Democratic Club 1996 - 1996
Federal Communications Commission June 1994 - August 1995
Skills
HTML, PowerPoint, Public Relations, Copy Editing, Social Media, Photoshop, Digital Media, Newsletters, Blogging, Management, InDesign, Marketing, Research, SharePoint, Strategy, Editing, New Media, Content Management, Leadership, Public Speaking, Nonprofits
Education
James Madison University 1993 — 1997
BA MCOM
George Mason University 2002 — 2003
continuing education
British Institute of Florence 1995 — 1995
HB Woodlawn 1987 — 1993
HS Diploma
Arlington County August 2011 - Present
CFP Board April 2010 - March 2011
Sonjara July 2008 - March 2009
Newspaper Association of America March 2006 - July 2008
Academy for Educational Development November 2002 - March 2006
Resources For the Future April 2000 - November 2001
Water Environment Research Foundation April 1998 - April 2000
Woman's National Democratic Club 1996 - 1996
Federal Communications Commission June 1994 - August 1995
Skills
HTML, PowerPoint, Public Relations, Copy Editing, Social Media, Photoshop, Digital Media, Newsletters, Blogging, Management, InDesign, Marketing, Research, SharePoint, Strategy, Editing, New Media, Content Management, Leadership, Public Speaking, Nonprofits
Education
James Madison University 1993 — 1997
BA MCOM
George Mason University 2002 — 2003
continuing education
British Institute of Florence 1995 — 1995
HB Woodlawn 1987 — 1993
HS Diploma
Hibba Erzouki Hibba Erzouki's CFP Board Experience 2008 - 2011
Job George Washington University MFA
Industry Legal Services
Experience
GW Medical Faculty Associates January 2013 - Present
CFP Board 2008 - 2011
Express Personnel Services February 2007 - May 2008
Skills
Photoshop, Accounting, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Outlook, Event Planning, Strategic Planning, Research, Training, Data Entry, Community Outreach, Nonprofits, Core Java, Groupwise, Leadership
Education
Borough of Manhattan Community College
Biology, General
GW Medical Faculty Associates January 2013 - Present
CFP Board 2008 - 2011
Express Personnel Services February 2007 - May 2008
Skills
Photoshop, Accounting, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Outlook, Event Planning, Strategic Planning, Research, Training, Data Entry, Community Outreach, Nonprofits, Core Java, Groupwise, Leadership
Education
Borough of Manhattan Community College
Biology, General
Joel T. Redmond, CFA, CFP®'s CFP Board Experience October 2011 - Present
Job Senior Financial Planner, Vice President at Key Private Bank
Industry Financial Services
Experience
Syracuse University - Martin J. Whitman School of Management January 2015 - Present
Key Private Bank November 2011 - Present
CFP Board October 2011 - Present
The One-Minute Financial Planner April 2011 - Present
Bryant & Stratton College 2008 - 2012
Wells Fargo Advisors, LLC June 2005 - November 2011
CXtec 2001 - 2004
CNY Business Journal 1998 - 2001
Skills
Financial Planning, Financial Analysis, Writing, Blogging, Technical Analysis, Fundamental Analysis, Classics, Teaching, Media, Public Speaking, Python, Strategic Financial..., Investments, Retirement, Financial Advisory, Financial Services, Analysis, Finance, Marketing, Asset Management, Personal Finance, Portfolio Management, Risk Management, Securities, Financial Modeling, Financial Planners, Series 7, Corporate Finance, Asset Allocation, Sales, Insurance, Wealth Management, Small Business, Leadership, Relationship Management, Time Management, Credit, Business, Investment Management, Estate Planning, Investment Strategies, Investment Advisory, Financial Risk, Alternative Investments, Equities, Financial Markets, Wealth, Mergers & Acquisitions, Valuation, Trading
Education
Binghamton University 1989 — 1994
BA English, English
Syracuse University - Martin J. Whitman School of Management January 2015 - Present
Key Private Bank November 2011 - Present
CFP Board October 2011 - Present
The One-Minute Financial Planner April 2011 - Present
Bryant & Stratton College 2008 - 2012
Wells Fargo Advisors, LLC June 2005 - November 2011
CXtec 2001 - 2004
CNY Business Journal 1998 - 2001
Skills
Financial Planning, Financial Analysis, Writing, Blogging, Technical Analysis, Fundamental Analysis, Classics, Teaching, Media, Public Speaking, Python, Strategic Financial..., Investments, Retirement, Financial Advisory, Financial Services, Analysis, Finance, Marketing, Asset Management, Personal Finance, Portfolio Management, Risk Management, Securities, Financial Modeling, Financial Planners, Series 7, Corporate Finance, Asset Allocation, Sales, Insurance, Wealth Management, Small Business, Leadership, Relationship Management, Time Management, Credit, Business, Investment Management, Estate Planning, Investment Strategies, Investment Advisory, Financial Risk, Alternative Investments, Equities, Financial Markets, Wealth, Mergers & Acquisitions, Valuation, Trading
Education
Binghamton University 1989 — 1994
BA English, English
Zach Gelnett's CFP Board Experience April 2013 - Present
Job Database/Business Analyst at CFP Board
Industry Telecommunications
Experience
CFP Board April 2013 - Present
Genesis Solutions May 2011 - Present
Verizon July 2007 - April 2013
Verizon Services September 2006 - July 2007
Verizon Data Services March 2001 - September 2006
Stonebridge Technologies July 2000 - March 2001
Interface Teknologies June 1999 - July 2000
Skills
SQL Server, SSIS, Stored Procedures, Oracle, T-SQL, PL/SQL, C#, SQL Server 2000-2008, SQL*Plus, SQL, Microsoft SQL Server, SDLC, ETL, Databases, .NET, Database Administration, Business Intelligence, Database Design, Access, Business Process, Integration, Web Services, User Acceptance Testing, Data Modeling, Requirements Analysis, Process Improvement, Visio, Enterprise Architecture, SharePoint, Data Warehousing, Requirements Gathering, Unix, Software Project..., Solution Architecture, SSRS, SOA
Education
Boston University 2006 — 2007
Masters, Computer Information Systems
Texas A&M University 1995 — 1999
BBA, Management Information Systems
CFP Board April 2013 - Present
Genesis Solutions May 2011 - Present
Verizon July 2007 - April 2013
Verizon Services September 2006 - July 2007
Verizon Data Services March 2001 - September 2006
Stonebridge Technologies July 2000 - March 2001
Interface Teknologies June 1999 - July 2000
Skills
SQL Server, SSIS, Stored Procedures, Oracle, T-SQL, PL/SQL, C#, SQL Server 2000-2008, SQL*Plus, SQL, Microsoft SQL Server, SDLC, ETL, Databases, .NET, Database Administration, Business Intelligence, Database Design, Access, Business Process, Integration, Web Services, User Acceptance Testing, Data Modeling, Requirements Analysis, Process Improvement, Visio, Enterprise Architecture, SharePoint, Data Warehousing, Requirements Gathering, Unix, Software Project..., Solution Architecture, SSRS, SOA
Education
Boston University 2006 — 2007
Masters, Computer Information Systems
Texas A&M University 1995 — 1999
BBA, Management Information Systems
Allan Turoff's CFP Board Experience 2000 - 2004
Job National Board of Directors at Society of Financial Service Professionals
Industry Financial Services
Experience
Dynasty Advisors, LLC 2010 - Present
SFP 2010 - Present
Society of Financial Service Professionals September 2001 - Present
Society of Financial Service Professionals July 2011 - August 2014
American Payroll 2003 - 2009
CFP Board 2000 - 2004
Skills
Retirement, Wealth Management, Finance, Mutual Funds, Fixed Annuities, IRAs, 401k Rollovers, Personal Finance, Disability Insurance, Small Business, Series 7, Estate Planning, Financial Services, Financial Advisory, Retirement Planning, Financial Planning, Investments, 401k, Insurance, Asset Allocation, Investment Advisory, Securities, Life Insurance, Investment Strategies
Education
COLLEGE OF FINANCIAL PLANNING 1986 — 1988
CFP, FINANCIAL PLANNING
U S ARMY TRANSPORTATION OFFICERS COURSE 1966 — 1966
OFFICERS BASIC COURSE, Transportation/Mobility Management
Temple University 1961 — 1965
BS IN ACCOUNTING, MAJOR IN ACCOUNTING MINOR IN ECONOMICS
Germantown High School 1959 — 1961
HS DIPLOMA, ACADEMIC
Dynasty Advisors, LLC 2010 - Present
SFP 2010 - Present
Society of Financial Service Professionals September 2001 - Present
Society of Financial Service Professionals July 2011 - August 2014
American Payroll 2003 - 2009
CFP Board 2000 - 2004
Skills
Retirement, Wealth Management, Finance, Mutual Funds, Fixed Annuities, IRAs, 401k Rollovers, Personal Finance, Disability Insurance, Small Business, Series 7, Estate Planning, Financial Services, Financial Advisory, Retirement Planning, Financial Planning, Investments, 401k, Insurance, Asset Allocation, Investment Advisory, Securities, Life Insurance, Investment Strategies
Education
COLLEGE OF FINANCIAL PLANNING 1986 — 1988
CFP, FINANCIAL PLANNING
U S ARMY TRANSPORTATION OFFICERS COURSE 1966 — 1966
OFFICERS BASIC COURSE, Transportation/Mobility Management
Temple University 1961 — 1965
BS IN ACCOUNTING, MAJOR IN ACCOUNTING MINOR IN ECONOMICS
Germantown High School 1959 — 1961
HS DIPLOMA, ACADEMIC
Jason Uffelman's CFP Board Experience February 2008 - December 2012
Job Database & Business Analyst
Industry Computer Software
Experience
Consultant January 2013 - Present
CFP Board February 2008 - December 2012
American Educational Research Association September 2006 - February 2008
Skills
Nonprofits, Web Services
Education
Loyola University Chicago 2003 — 2005
M.Ed., Curriculum and Instruction
Illinois State University 1996 — 2000
B.S., History
Consultant January 2013 - Present
CFP Board February 2008 - December 2012
American Educational Research Association September 2006 - February 2008
Skills
Nonprofits, Web Services
Education
Loyola University Chicago 2003 — 2005
M.Ed., Curriculum and Instruction
Illinois State University 1996 — 2000
B.S., History
Chris Wloszczyna's CFP Board Experience November 2007 - February 2010
Job Media relations/communications consultant
Industry Financial Services
Experience
DAI Partners January 2013 - Present
CFP Board November 2007 - February 2010
Investment Company Institute 1994 - 2007
USA TODAY 1983 - 1994
Skills
Public Relations, Speech Writing, Strategic Communications, Media Relations, Editing, Corporate Communications, Crisis Communications, Copy Editing, Newsletters, Internal Communications, Press Releases, Marketing Communications, Copywriting, Blogging, Journalism
Education
Saint Bonaventure University 1972 — 1974
DAI Partners January 2013 - Present
CFP Board November 2007 - February 2010
Investment Company Institute 1994 - 2007
USA TODAY 1983 - 1994
Skills
Public Relations, Speech Writing, Strategic Communications, Media Relations, Editing, Corporate Communications, Crisis Communications, Copy Editing, Newsletters, Internal Communications, Press Releases, Marketing Communications, Copywriting, Blogging, Journalism
Education
Saint Bonaventure University 1972 — 1974
Elio Alfonso's CFP Board Experience 1999 - 2002
Job Vice President/CFO at Roy's Hawaiian Fusion Cuisine
Industry Accounting
Experience
Roy's Hawaiian Fusion Cuisine January 2015 - Present
Apple Texas Restaurants November 2008 - Present
Double Eagle Investments, LLC July 2002 - July 2008
CFP Board 1999 - 2002
World Vacation Services, Inc January 1991 - December 1999
Skills
Budgets, Mergers, Financial Reporting, Financial Analysis, Strategic Planning, Accounting, Cash Management, Strategic Financial..., Mergers & Acquisitions, Small Business, P, Managerial Finance, Income Statement, Forecasting, Finance, Due Diligence, Financial Planning, P&L, Cost Accounting, Cash Flow, Team Building, Management, Leadership
Education
Florida International University
Roy's Hawaiian Fusion Cuisine January 2015 - Present
Apple Texas Restaurants November 2008 - Present
Double Eagle Investments, LLC July 2002 - July 2008
CFP Board 1999 - 2002
World Vacation Services, Inc January 1991 - December 1999
Skills
Budgets, Mergers, Financial Reporting, Financial Analysis, Strategic Planning, Accounting, Cash Management, Strategic Financial..., Mergers & Acquisitions, Small Business, P, Managerial Finance, Income Statement, Forecasting, Finance, Due Diligence, Financial Planning, P&L, Cost Accounting, Cash Flow, Team Building, Management, Leadership
Education
Florida International University
John Loper, CFP®'s CFP Board Experience August 2014 - Present
Job Director, Corporate Relations
Industry Financial Services
Experience
CFP Board August 2014 - Present
Fidelity Investments July 2010 - August 2014
TIAA-CREF May 2009 - July 2010
Ameriprise Financial Services, Inc. 1997 - 2009
United States Air Force 1992 - 1997
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management, Retirement, Asset Managment, Series 63, Series 7, Asset Allocation, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1995
MBA, Business Administration
University of Miami 1987 — 1991
B.S., E.E.
CFP Board August 2014 - Present
Fidelity Investments July 2010 - August 2014
TIAA-CREF May 2009 - July 2010
Ameriprise Financial Services, Inc. 1997 - 2009
United States Air Force 1992 - 1997
Skills
Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management, Retirement, Asset Managment, Series 63, Series 7, Asset Allocation, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1995
MBA, Business Administration
University of Miami 1987 — 1991
B.S., E.E.
Jay McDannell's CFP Board Experience September 2011 - December 2011
Job Of Counsel at BerlikLaw, LLC; Of Counsel at Potomac Law Group; Director at Law Offices of Jay McDannell
Industry Law Practice
Experience
BerlikLaw, LLC February 2012 - Present
Potomac Law Group December 2012 - Present
Law Offices of Jay McDannell February 2011 - Present
CFP Board September 2011 - December 2011
Jackson & Campbell, P.C. May 2009 - February 2011
Sutherland Asbill & Brennan LLP September 2000 - April 2009
Skills
Legal Research, Litigation, Commercial Litigation, Civil Litigation, Legal Writing, Appeals, Corporate Law, Trade Secrets, Securities Regulation, Arbitration, Corporate Governance, Intellectual Property, Westlaw, Courts, Product Liability, Trials, Employment Law, Mediation, Dispute Resolution, Class Actions
Education
Georgetown University Law Center 1997 — 2000
JD
Tulane University 1990 — 1994
B.A., Economics
BerlikLaw, LLC February 2012 - Present
Potomac Law Group December 2012 - Present
Law Offices of Jay McDannell February 2011 - Present
CFP Board September 2011 - December 2011
Jackson & Campbell, P.C. May 2009 - February 2011
Sutherland Asbill & Brennan LLP September 2000 - April 2009
Skills
Legal Research, Litigation, Commercial Litigation, Civil Litigation, Legal Writing, Appeals, Corporate Law, Trade Secrets, Securities Regulation, Arbitration, Corporate Governance, Intellectual Property, Westlaw, Courts, Product Liability, Trials, Employment Law, Mediation, Dispute Resolution, Class Actions
Education
Georgetown University Law Center 1997 — 2000
JD
Tulane University 1990 — 1994
B.A., Economics
David Mazzulla's CFP Board Experience May 2012 - Present
Job Director of Information Technology at CFP Board
Industry Information Technology and Services
Experience
CFP Board May 2012 - Present
DAM Technologies November 2008 - May 2012
Plexus Scientific September 2002 - July 2008
Mercari May 2000 - July 2002
CACI October 1996 - May 2000
Skills
IT Management, SDLC, Software Development, Integration, Requirements Analysis, Program Management, Project Management, Business Analysis, SQL, XML, Process Improvement, Microsoft SQL Server, Testing, JavaScript, C#, Java, Analysis, Web Applications
Education
Cornell University
B.S., Computer Engineering
Cornell University
Bachelor of Science (B.S.) Electrical (Computer) Engineering
CFP Board May 2012 - Present
DAM Technologies November 2008 - May 2012
Plexus Scientific September 2002 - July 2008
Mercari May 2000 - July 2002
CACI October 1996 - May 2000
Skills
IT Management, SDLC, Software Development, Integration, Requirements Analysis, Program Management, Project Management, Business Analysis, SQL, XML, Process Improvement, Microsoft SQL Server, Testing, JavaScript, C#, Java, Analysis, Web Applications
Education
Cornell University
B.S., Computer Engineering
Cornell University
Bachelor of Science (B.S.) Electrical (Computer) Engineering
Gary Diffendaffer, CFP's CFP Board Experience 1995 - 2005
Job Chief Certification and Global Services Officer at Investment Management Consultants Association
Industry Investment Management
Experience
Investment Management Consultants Association December 2014 - Present
Investment Management Consultants Association April 2008 - Present
CFP Board 1995 - 2005
Skills
Personnel certifications, Association Management, Personal Finance, Customer Service, ISO Certifications, Nonprofits
Education
University of Nebraska-Lincoln 1964 — 1972
B.S. and M.A., Economics; Management
Investment Management Consultants Association December 2014 - Present
Investment Management Consultants Association April 2008 - Present
CFP Board 1995 - 2005
Skills
Personnel certifications, Association Management, Personal Finance, Customer Service, ISO Certifications, Nonprofits
Education
University of Nebraska-Lincoln 1964 — 1972
B.S. and M.A., Economics; Management
Adam Zajac's CFP Board Experience February 2012 - Present
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
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
Lynn Najman's CFP Board Experience January 2014 - Present
Job Investment Advisor, Financial Planner, Public Speaker
Industry Financial Services
Experience
LRN Associates, Ltd. 1998 - Present
CFP Board January 2014 - Present
Village of Sands Point 2011 - Present
CFP Board 2012 - 2013
Barnard College 2006 - 2011
Skills
Public Speaking, Investment Management, Curriculum Development, Teaching, Certified Financial..., financial planning for..., multigenerational...
Education
Barnard College 1968 — 1972
BA, Economics
Hunter College High School 1962 — 1968
Stony Brook University
MA, Economics
LRN Associates, Ltd. 1998 - Present
CFP Board January 2014 - Present
Village of Sands Point 2011 - Present
CFP Board 2012 - 2013
Barnard College 2006 - 2011
Skills
Public Speaking, Investment Management, Curriculum Development, Teaching, Certified Financial..., financial planning for..., multigenerational...
Education
Barnard College 1968 — 1972
BA, Economics
Hunter College High School 1962 — 1968
Stony Brook University
MA, Economics
Jack Harmon's CFP Board Experience 2006 - 2009
Job Principal at Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor
Industry Financial Services
Experience
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor December 1996 - Present
Raymond James Financial Inc. April 1975 - Present
CFP Board 2006 - 2009
Education
Georgia State University 1968 — 1971
Bachelor's Degree, Economics
Harmon Financial Advisors, Inc., An Independent Registered Investment Advisor December 1996 - Present
Raymond James Financial Inc. April 1975 - Present
CFP Board 2006 - 2009
Education
Georgia State University 1968 — 1971
Bachelor's Degree, Economics
Christie Searls's CFP Board Experience 1996 - 2001
Job Associate General Counsel at Qwest Communications
Industry Telecommunications
Experience
CenturyLink April 2011 - Present
Qwest 2001 - April 2011
CFP Board 1996 - 2001
Skills
Litigation, Litigation Management, Intellectual Property, Trademarks, Corporate Governance, Software Licensing, Privacy Law, Corporate Law, Contract Negotiation, Telecommunications, Licensing, Commercial Litigation, Legal Research, Legal Writing, Patents, Employment Law, Joint Ventures
Education
University of Colorado School of Law 1988 — 1991
Doctor of Law (J.D.)
University of Colorado School of Law
CenturyLink April 2011 - Present
Qwest 2001 - April 2011
CFP Board 1996 - 2001
Skills
Litigation, Litigation Management, Intellectual Property, Trademarks, Corporate Governance, Software Licensing, Privacy Law, Corporate Law, Contract Negotiation, Telecommunications, Licensing, Commercial Litigation, Legal Research, Legal Writing, Patents, Employment Law, Joint Ventures
Education
University of Colorado School of Law 1988 — 1991
Doctor of Law (J.D.)
University of Colorado School of Law
Nicole (Bowman) Wolfert's CFP Board Experience March 2011 - May 2013
Job Social Media Manager at Intouch Solutions
Industry Marketing and Advertising
Experience
Intouch Solutions October 2014 - Present
Freelance September 2009 - Present
HYLA Mobile (formerly eRecyclingCorps) September 2013 - August 2014
CFP Board March 2011 - May 2013
The American Marketing Association—Washington, DC September 2012 - April 2013
Recharge Marketing May 2009 - September 2009
Sports Museum of America 2008 - 2008
Skills
Social Media Marketing, Marketing, Digital Marketing, Copywriting, Strategic Planning, Project Management, Team Building, Dreamweaver, New Media, Social Media, Public Relations, Marketing Communications, Online Advertising, Advertising, Email Marketing, Marketing Strategy, Public Speaking, Event Management, Media Relations, Account Management, Press Releases, Blogging
Education
University of Missouri-Columbia, College of Business 2004 — 2009
Bachelor of Science in Business Administration, Marketing, History, Textile and Apparel Management
University of Phoenix 2009 — 2010
MBA, Business Administration
Intouch Solutions October 2014 - Present
Freelance September 2009 - Present
HYLA Mobile (formerly eRecyclingCorps) September 2013 - August 2014
CFP Board March 2011 - May 2013
The American Marketing Association—Washington, DC September 2012 - April 2013
Recharge Marketing May 2009 - September 2009
Sports Museum of America 2008 - 2008
Skills
Social Media Marketing, Marketing, Digital Marketing, Copywriting, Strategic Planning, Project Management, Team Building, Dreamweaver, New Media, Social Media, Public Relations, Marketing Communications, Online Advertising, Advertising, Email Marketing, Marketing Strategy, Public Speaking, Event Management, Media Relations, Account Management, Press Releases, Blogging
Education
University of Missouri-Columbia, College of Business 2004 — 2009
Bachelor of Science in Business Administration, Marketing, History, Textile and Apparel Management
University of Phoenix 2009 — 2010
MBA, Business Administration
LaTonya McPherson's CFP Board Experience June 1996 - December 2007
Job HR at Big Brothers Big Sisters of Colorado
Industry Nonprofit Organization Management
Experience
Big Brothers Big Sisters of Colorado June 2008 - Present
CFP Board June 1996 - December 2007
Riggs Bank 1988 - 1990
Education
Colorado Technical University 2007 — 2009
HR
Howard University 1986 — 1989
Marketing
Big Brothers Big Sisters of Colorado June 2008 - Present
CFP Board June 1996 - December 2007
Riggs Bank 1988 - 1990
Education
Colorado Technical University 2007 — 2009
HR
Howard University 1986 — 1989
Marketing
Daksha Shakya's CFP Board Experience July 2009 - May 2010
Job Social Development Specialist at The World Bank
Industry International Affairs
Experience
The World Bank August 2013 - Present
The World Bank July 2012 - June 2013
George Washington University August 2011 - May 2012
AEI August 2011 - December 2011
STG International, Inc May 2010 - July 2011
CFP Board July 2009 - May 2010
Skills
Program Evaluation, Program Development, Research, Community Outreach, Proposal Writing, SPSS, Foreign Policy, International Relations, International...
Education
The George Washington University 2011 — 2013
M.A., International Development Studies- Economic Development Concentration
Ithaca College 2005 — 2009
B.A., Mathematics, Politics
The World Bank August 2013 - Present
The World Bank July 2012 - June 2013
George Washington University August 2011 - May 2012
AEI August 2011 - December 2011
STG International, Inc May 2010 - July 2011
CFP Board July 2009 - May 2010
Skills
Program Evaluation, Program Development, Research, Community Outreach, Proposal Writing, SPSS, Foreign Policy, International Relations, International...
Education
The George Washington University 2011 — 2013
M.A., International Development Studies- Economic Development Concentration
Ithaca College 2005 — 2009
B.A., Mathematics, Politics
Maria Rentzios's CFP Board Experience January 1991 - August 2006
Job .
Industry Financial Services
Experience
Charles Schwab July 2007 - April 2012
CFP Board January 1991 - August 2006
Skills
Non-profits, Strategic Planning
Education
University of Montana 1982 — 1986
BA, Political Science
Charles Schwab July 2007 - April 2012
CFP Board January 1991 - August 2006
Skills
Non-profits, Strategic Planning
Education
University of Montana 1982 — 1986
BA, Political Science
Alyssa George's CFP Board Experience September 2010 - July 2013
Job Student at Georgetown University Law Center
Industry Law Practice
Experience
Georgetown University Law Center August 2013 - Present
Lawyers' Committee for Civil Rights May 2015 - August 2015
National Housing Law Project September 2014 - May 2015
Americans United for Separation of Church and State June 2014 - August 2014
CFP Board September 2010 - July 2013
Robert Frost Library, Amherst College September 2006 - May 2010
Jon Corzine Gubernatorial Campaign July 2009 - August 2009
Lobamba Neighborhood Care Point, Swaziland June 2009 - July 2009
Professor Austin Sarat, Amherst College October 2008 - December 2008
The Green Party of the United States June 2008 - July 2008
Skills
Nonprofits, Politics, Access, Research, Legal Writing, Legal Research
Education
Georgetown University Law Center 2013 — 2016
Amherst College 2006 — 2010
Bachelor's degree, Law, Jurisprudence & Social Thought / Psychology
Absegami High School 2002 — 2006
Georgetown University Law Center August 2013 - Present
Lawyers' Committee for Civil Rights May 2015 - August 2015
National Housing Law Project September 2014 - May 2015
Americans United for Separation of Church and State June 2014 - August 2014
CFP Board September 2010 - July 2013
Robert Frost Library, Amherst College September 2006 - May 2010
Jon Corzine Gubernatorial Campaign July 2009 - August 2009
Lobamba Neighborhood Care Point, Swaziland June 2009 - July 2009
Professor Austin Sarat, Amherst College October 2008 - December 2008
The Green Party of the United States June 2008 - July 2008
Skills
Nonprofits, Politics, Access, Research, Legal Writing, Legal Research
Education
Georgetown University Law Center 2013 — 2016
Amherst College 2006 — 2010
Bachelor's degree, Law, Jurisprudence & Social Thought / Psychology
Absegami High School 2002 — 2006
Theodore Daniels's CFP Board Experience 2006 - 2010
Job Leader in Financial Literacy and Professional Development
Industry Education Management
Experience
Society for Financial Education and Professional Development, Inc. September 1998 - Present
CFP Board 2006 - 2010
Skills
Strategic Planning, Personal Finance, Nonprofits, Non-profits, Staff Development, Public Speaking, Community Outreach, Leadership, Fundraising, Public Relations, Program Evaluation, Research, Strategic Financial..., Event Planning, Investments, Small Business, Financial Education, Retirement Planning, Training, Program Management, Retirement, Leadership Development, Estate Planning, Financial Planning
Education
Atlanta's John Marshall Law School 1974 — 1977
Bachelor of Laws (LL.B.)
Fort Valley State University 1964 — 1968
Bachelor of Science (B.S.), Business Administration, Accounting & Economics
Society for Financial Education and Professional Development, Inc. September 1998 - Present
CFP Board 2006 - 2010
Skills
Strategic Planning, Personal Finance, Nonprofits, Non-profits, Staff Development, Public Speaking, Community Outreach, Leadership, Fundraising, Public Relations, Program Evaluation, Research, Strategic Financial..., Event Planning, Investments, Small Business, Financial Education, Retirement Planning, Training, Program Management, Retirement, Leadership Development, Estate Planning, Financial Planning
Education
Atlanta's John Marshall Law School 1974 — 1977
Bachelor of Laws (LL.B.)
Fort Valley State University 1964 — 1968
Bachelor of Science (B.S.), Business Administration, Accounting & Economics
Zohra Anwari's CFP Board Experience December 2010 - June 2012
Job Law Clerk at AdvaMed
Industry Nonprofit Organization Management
Experience
AdvaMed August 2014 - Present
AdvaMed October 2012 - August 2014
CFP Board December 2010 - June 2012
Our Forgotten Warriors June 2007 - December 2010
Skills
Outlook, Public Speaking, Microsoft Excel, Microsoft Office, Non-profits, Fundraising, Volunteer Management, Community Outreach, Event Planning, Research, Newsletters, PowerPoint, Event Management, Recruiting, Public Relations, International Relations, Customer Service, Social Media, Teaching, Spanish, Nonprofits, Policy, Legal Writing, Leadership, Government, Legal Research
Education
George Mason University School of Law 2013 — 2016
JD Candidate
George Mason University 2002 — 2007
Bachelor of Science, Biology
AdvaMed August 2014 - Present
AdvaMed October 2012 - August 2014
CFP Board December 2010 - June 2012
Our Forgotten Warriors June 2007 - December 2010
Skills
Outlook, Public Speaking, Microsoft Excel, Microsoft Office, Non-profits, Fundraising, Volunteer Management, Community Outreach, Event Planning, Research, Newsletters, PowerPoint, Event Management, Recruiting, Public Relations, International Relations, Customer Service, Social Media, Teaching, Spanish, Nonprofits, Policy, Legal Writing, Leadership, Government, Legal Research
Education
George Mason University School of Law 2013 — 2016
JD Candidate
George Mason University 2002 — 2007
Bachelor of Science, Biology
Mychal Cohen's CFP Board Experience July 2011 - October 2013
Job Policy Associate at National Housing Trust
Industry Public Policy
Experience
National Housing Trust August 2015 - Present
National Housing Trust September 2014 - July 2015
Coalition for Nonprofit Housing and Economic Development (CNHED) July 2014 - December 2014
CFP Board July 2011 - October 2013
Palmer Legal Staffing May 2011 - July 2011
Americorps National Civilian Community Corps September 2009 - July 2010
University Transit Service August 2006 - January 2009
Skills
Training, Community Outreach, Editing, Government Advocacy, Nonprofits, Policy Analysis, Politics, Program Management, Public Policy, Public Speaking, Strategic Communications, Fundraising
Education
Georgetown University 2013 — 2015
Master's of Public Policy, Public Policy Analysis
University of Virginia 2005 — 2009
Government, minor English, Government, English
National Housing Trust August 2015 - Present
National Housing Trust September 2014 - July 2015
Coalition for Nonprofit Housing and Economic Development (CNHED) July 2014 - December 2014
CFP Board July 2011 - October 2013
Palmer Legal Staffing May 2011 - July 2011
Americorps National Civilian Community Corps September 2009 - July 2010
University Transit Service August 2006 - January 2009
Skills
Training, Community Outreach, Editing, Government Advocacy, Nonprofits, Policy Analysis, Politics, Program Management, Public Policy, Public Speaking, Strategic Communications, Fundraising
Education
Georgetown University 2013 — 2015
Master's of Public Policy, Public Policy Analysis
University of Virginia 2005 — 2009
Government, minor English, Government, English
Melissa Ayers's CFP Board Experience May 1999 - March 2002
Job Regulatory Analyst at Protective
Industry Insurance
Experience
Protective Life February 2005 - Present
Spectrum Brands September 2003 - February 2005
Thompson Coburn LLP April 2002 - September 2003
CFP Board May 1999 - March 2002
David Pavek & Associates March 1998 - May 1999
Machol & Johannes, LLC September 1997 - March 1998
Education
Webster University 1994 — 1996
Master's Degree, M.A. Legal Studies and Paralegal Certificate
Missouri State University 1987 — 1991
Bachelor's Degree, Major: Psychology; Minor: Human Resource Management
Protective Life February 2005 - Present
Spectrum Brands September 2003 - February 2005
Thompson Coburn LLP April 2002 - September 2003
CFP Board May 1999 - March 2002
David Pavek & Associates March 1998 - May 1999
Machol & Johannes, LLC September 1997 - March 1998
Education
Webster University 1994 — 1996
Master's Degree, M.A. Legal Studies and Paralegal Certificate
Missouri State University 1987 — 1991
Bachelor's Degree, Major: Psychology; Minor: Human Resource Management
Kiev Richardson's CFP Board Experience September 2012 - January 2014
Job Administrative Support III at Fannie Mae
Industry Nonprofit Organization Management
Experience
Fannie Mae January 2014 - Present
CFP Board September 2012 - January 2014
The Community Foundation for the National Capitol Region October 2006 - September 2012
AFL CIO September 2005 - October 2006
George Washington University September 2003 - October 2005
Skills
Program Development, Non-profits, Program Evaluation, Grant Writing, Grants, Capacity Building, Community Outreach, Fundraising, Volunteer Management, Community Development, Philanthropy, International..., NGOs, Social Services, Research, Nonprofits, Proposal Writing, Public Speaking
Education
The George Washington University 2002 — 2006
BS, Psychology
Fannie Mae January 2014 - Present
CFP Board September 2012 - January 2014
The Community Foundation for the National Capitol Region October 2006 - September 2012
AFL CIO September 2005 - October 2006
George Washington University September 2003 - October 2005
Skills
Program Development, Non-profits, Program Evaluation, Grant Writing, Grants, Capacity Building, Community Outreach, Fundraising, Volunteer Management, Community Development, Philanthropy, International..., NGOs, Social Services, Research, Nonprofits, Proposal Writing, Public Speaking
Education
The George Washington University 2002 — 2006
BS, Psychology
David Wuthrich's CFP Board Experience July 1998 - December 1999
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