College for Financial Planning
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College for Financial Planning Employees
Employee
Years
Job
Industry
Jena Craighead Jena Craighead's College for Financial Planning Experience August 2003 - November 2013
Job Business Analyst II at Jeppesen
Industry Education Management
Experience
Jeppesen November 2013 - April 2014
College for Financial Planning August 2003 - November 2013
College for Financial Planning August 2000 - August 2003
College for Financial Planning September 1998 - August 2000
Skills
Business Analysis, Requirements Gathering, User Acceptance Testing, End User Training, Customer Relations, HTML, Quality Assurance, Compliance, Customer Service, Microsoft Office, SharePoint, Strategic Planning, Testing, Outlook, Business Process, Problem Solving, Agile, Business Requirements, Project Planning, Team Building, SQL, User Stories, Visual Studio, Training, Enrollment Management, Agile Methodologies, Agile Project Management, Microsoft SQL Server, Certified Scrum Master..., Analysis
Education
Scrum Alliance
Certified ScrumMaster
University of Phoenix
BS, Business Administration
Jeppesen November 2013 - April 2014
College for Financial Planning August 2003 - November 2013
College for Financial Planning August 2000 - August 2003
College for Financial Planning September 1998 - August 2000
Skills
Business Analysis, Requirements Gathering, User Acceptance Testing, End User Training, Customer Relations, HTML, Quality Assurance, Compliance, Customer Service, Microsoft Office, SharePoint, Strategic Planning, Testing, Outlook, Business Process, Problem Solving, Agile, Business Requirements, Project Planning, Team Building, SQL, User Stories, Visual Studio, Training, Enrollment Management, Agile Methodologies, Agile Project Management, Microsoft SQL Server, Certified Scrum Master..., Analysis
Education
Scrum Alliance
Certified ScrumMaster
University of Phoenix
BS, Business Administration
Pam Webber Pam Webber's College for Financial Planning Experience March 2011 - December 2011
Job ParaPlanner at Partnership Financial LLC
Industry Financial Services
Experience
Partnership Financial LLC September 2012 - Present
College for Financial Planning March 2011 - December 2011
A.G. Edwards June 2001 - March 2004
A.G. Edwards March 1999 - June 2001
A.G. Edwards & Sons, Inc. 1996 - 1999
A.G. Edwards 1995 - 1998
Skills
Unix, SQL, Programming, Analysis, Quality Assurance, C, People-oriented, Organizational..., Sybase
Education
College for Financial Planning 2011 — 2012
CFP Certification Program, Certified Financial Planner
Washington University in St. Louis 1989 — 1993
BS, Computer Science
Partnership Financial LLC September 2012 - Present
College for Financial Planning March 2011 - December 2011
A.G. Edwards June 2001 - March 2004
A.G. Edwards March 1999 - June 2001
A.G. Edwards & Sons, Inc. 1996 - 1999
A.G. Edwards 1995 - 1998
Skills
Unix, SQL, Programming, Analysis, Quality Assurance, C, People-oriented, Organizational..., Sybase
Education
College for Financial Planning 2011 — 2012
CFP Certification Program, Certified Financial Planner
Washington University in St. Louis 1989 — 1993
BS, Computer Science
Chris LaFata, MBA Chris LaFata, MBA's College for Financial Planning Experience March 2015 - Present
Job Financial Advisor at Edward Jones
Industry E-Learning
Experience
Edward Jones July 2015 - Present
College for Financial Planning March 2015 - Present
Self-Employed September 2011 - Present
Axia College April 2005 - Present
Western International University April 2005 - Present
College for Financial Planning February 2014 - July 2015
Molly LaFata State Farm Insurance November 2006 - May 2014
Agent Audio Band February 2008 - October 2010
University of Phoenix July 1999 - May 2006
Skills
Public Speaking, Pro Tools, Sales, Songwriting, Written Communication, Higher Education, Staff Development, E-Learning, Teaching, Leadership Development, Admissions, Social Media, Social Networking, Coaching, Instructional Design, Adult Education, Research, Editing, Training, Strategic Planning, Distance Learning, Event Planning, Marketing Strategy, Facebook, Marketing, Leadership, Management, Customer Service, Team Building, Writing, Customer Retention, Microsoft Office
Education
College for Financial Planning 2014 — 2015
Graduate Certificate, Economics
University of Phoenix 1999 — 2001
MBA, Business
Kutztown University of Pennsylvania 1991 — 1995
BS Education, Social Studies
Edward Jones July 2015 - Present
College for Financial Planning March 2015 - Present
Self-Employed September 2011 - Present
Axia College April 2005 - Present
Western International University April 2005 - Present
College for Financial Planning February 2014 - July 2015
Molly LaFata State Farm Insurance November 2006 - May 2014
Agent Audio Band February 2008 - October 2010
University of Phoenix July 1999 - May 2006
Skills
Public Speaking, Pro Tools, Sales, Songwriting, Written Communication, Higher Education, Staff Development, E-Learning, Teaching, Leadership Development, Admissions, Social Media, Social Networking, Coaching, Instructional Design, Adult Education, Research, Editing, Training, Strategic Planning, Distance Learning, Event Planning, Marketing Strategy, Facebook, Marketing, Leadership, Management, Customer Service, Team Building, Writing, Customer Retention, Microsoft Office
Education
College for Financial Planning 2014 — 2015
Graduate Certificate, Economics
University of Phoenix 1999 — 2001
MBA, Business
Kutztown University of Pennsylvania 1991 — 1995
BS Education, Social Studies
Sam Van Why Sam Van Why's College for Financial Planning Experience October 2006 - Present
Job Professor at College for Financial Planning
Industry Higher Education
Experience
College for Financial Planning October 2006 - Present
College for Financial Planning October 1996 - Present
Colorado Division of Insurance 1994 - 1996
Wyoming Department of Insurance 1990 - 1993
Skills
Strategic Financial..., Public Speaking, Distance Learning, Higher Education, Staff Development, Leadership, Instructional Design, Leadership Development, Adult Education, Coaching, Student Affairs, Financial Planning, Academic Administration, Estate Planning, Strategic Planning, Nonprofits, Investments, Enrollment Management, Admissions, Educational Consulting, Management
Education
Colorado State University 1974 — 1976
Master's Degree, Public Administration
Colorado State University 1966 — 1971
Bachelor's Degree, Political Science and Government
Poudre High School 1964 — 1966
Poudre High School, Pre-College & Activity Major
College for Financial Planning
College for Financial Planning October 2006 - Present
College for Financial Planning October 1996 - Present
Colorado Division of Insurance 1994 - 1996
Wyoming Department of Insurance 1990 - 1993
Skills
Strategic Financial..., Public Speaking, Distance Learning, Higher Education, Staff Development, Leadership, Instructional Design, Leadership Development, Adult Education, Coaching, Student Affairs, Financial Planning, Academic Administration, Estate Planning, Strategic Planning, Nonprofits, Investments, Enrollment Management, Admissions, Educational Consulting, Management
Education
Colorado State University 1974 — 1976
Master's Degree, Public Administration
Colorado State University 1966 — 1971
Bachelor's Degree, Political Science and Government
Poudre High School 1964 — 1966
Poudre High School, Pre-College & Activity Major
College for Financial Planning
Liza Lee Liza Lee's College for Financial Planning Experience June 2004 - October 2005
Job Financial Foundations Relationship Specialist at USAA
Industry Financial Services
Experience
USAA March 2010 - Present
Le Pooch Connection October 2005 - April 2009
College for Financial Planning June 2004 - October 2005
Skills
Marketing, Management, Sales, Customer Service, Training, Finance, Human Resources, Insurance
Education
University of Phoenix 2010 — 2012
Master of Science (MS), Adult and Continuing Education and Teaching
Johnson & Wales University-Denver 2000 — 2004
Bachelor of Science (BS), Marketing
USAA March 2010 - Present
Le Pooch Connection October 2005 - April 2009
College for Financial Planning June 2004 - October 2005
Skills
Marketing, Management, Sales, Customer Service, Training, Finance, Human Resources, Insurance
Education
University of Phoenix 2010 — 2012
Master of Science (MS), Adult and Continuing Education and Teaching
Johnson & Wales University-Denver 2000 — 2004
Bachelor of Science (BS), Marketing
Joseph Clemens Joseph Clemens's College for Financial Planning Experience July 2011 - Present
Job CERTIFIED FINANCIAL PLANNERᵀᴹ, EA
Industry Investment Management
Experience
Wisdom Wealth Strategies February 2010 - Present
College for Financial Planning July 2011 - Present
Colorado FPA January 2011 - Present
Skills
Financial Planning, Retirement, Investments, Estate Planning, Tax Preparation, College Savings Plans
Education
University of Colorado Boulder 1995 — 2000
Wisdom Wealth Strategies February 2010 - Present
College for Financial Planning July 2011 - Present
Colorado FPA January 2011 - Present
Skills
Financial Planning, Retirement, Investments, Estate Planning, Tax Preparation, College Savings Plans
Education
University of Colorado Boulder 1995 — 2000
Dirk Pantone, CPA, CFP® Dirk Pantone, CPA, CFP®'s College for Financial Planning Experience September 2001 - Present
Job VP Business Development Apollo Education Group, College for Financial Planning
Industry Higher Education
Experience
College for Financial Planning September 2001 - Present
Skills
Certified Public..., Certified Financial..., Business Development, Strategic Financial..., Leadership, CRM, Mutual Funds, Retirement Planning, Wealth Management, Finance, Series 7, Asset Allocation, Retirement, Investments
Education
College for Financial Planning 2003 — 2004
CFP Certification, Personal Financial Planning, Passed CFP Certification Examination in March 2005
Regis University 1998 — 2000
MBA, Finance and Accounting, 3.9 GPA
Columbia College 1991 — 1995
BS, Business Administration, 3.8 GPA
College for Financial Planning September 2001 - Present
Skills
Certified Public..., Certified Financial..., Business Development, Strategic Financial..., Leadership, CRM, Mutual Funds, Retirement Planning, Wealth Management, Finance, Series 7, Asset Allocation, Retirement, Investments
Education
College for Financial Planning 2003 — 2004
CFP Certification, Personal Financial Planning, Passed CFP Certification Examination in March 2005
Regis University 1998 — 2000
MBA, Finance and Accounting, 3.9 GPA
Columbia College 1991 — 1995
BS, Business Administration, 3.8 GPA
Joyce Feustel Joyce Feustel's College for Financial Planning Experience August 2006 - March 2013
Job Making Social Media Simple, Easy, Fun | Social Media Tutoring and Training for Small Business Owners
Industry Professional Training & Coaching
Experience
Boomers' Social Media Tutor October 2010 - Present
Colorado Free University September 2013 - Present
Joyce Feustel - Speaker and Writer July 2006 - Present
The Alternative Business Networking Group May 2014 - Present
Toastmasters International July 1997 - Present
Excelsior Advanced Toastmasters Club July 2014 - June 2015
Colorado Women's Chamber of Commerce January 2014 - April 2015
District 26 Toastmasters August 2011 - June 2013
College for Financial Planning August 2006 - March 2013
Toastmasters International July 2007 - December 2009
Skills
Small Business, Social Networking, Social Media Marketing, Coaching, Facebook, Training, Online Marketing, Marketing, Social Media, Blogging, Public Speaking, Linkedin Marketing, Entrepreneurship, LinkedIn Training, Nonprofits, Leadership, Public Relations, Editing, Tutoring, Leadership Development, Mentoring, Research, Consulting, Team Building, Motivational Speaking, Start-ups, Fundraising, Program Management, Sales, Event Management, Organizational..., Non-profit Board..., Event Planning, Workshop Facilitation, Strategic Planning, Interviewing Skills, Business Networking, Executive Coaching, Teaching, Critique, Program Development, Project Planning, Networking, Writing, Business Coaching, Marketing Research, Facebook Marketing
Education
University of Wisconsin-Madison 1978 — 1980
M.A., Health Services Administration - School of Business
Colorado Free University 2012 — 2012
Certificate, Online Marketing and Social Media
University of Phoenix-Colorado Campus 2004 — 2005
Business Management
University of Wisconsin-Madison 1972 — 1973
M.S., Health Education
University of Wisconsin-Madison 1967 — 1971
B.S., English Education
Little Wolf High School 1963 — 1967
Diploma, College Preparatory
Boomers' Social Media Tutor October 2010 - Present
Colorado Free University September 2013 - Present
Joyce Feustel - Speaker and Writer July 2006 - Present
The Alternative Business Networking Group May 2014 - Present
Toastmasters International July 1997 - Present
Excelsior Advanced Toastmasters Club July 2014 - June 2015
Colorado Women's Chamber of Commerce January 2014 - April 2015
District 26 Toastmasters August 2011 - June 2013
College for Financial Planning August 2006 - March 2013
Toastmasters International July 2007 - December 2009
Skills
Small Business, Social Networking, Social Media Marketing, Coaching, Facebook, Training, Online Marketing, Marketing, Social Media, Blogging, Public Speaking, Linkedin Marketing, Entrepreneurship, LinkedIn Training, Nonprofits, Leadership, Public Relations, Editing, Tutoring, Leadership Development, Mentoring, Research, Consulting, Team Building, Motivational Speaking, Start-ups, Fundraising, Program Management, Sales, Event Management, Organizational..., Non-profit Board..., Event Planning, Workshop Facilitation, Strategic Planning, Interviewing Skills, Business Networking, Executive Coaching, Teaching, Critique, Program Development, Project Planning, Networking, Writing, Business Coaching, Marketing Research, Facebook Marketing
Education
University of Wisconsin-Madison 1978 — 1980
M.A., Health Services Administration - School of Business
Colorado Free University 2012 — 2012
Certificate, Online Marketing and Social Media
University of Phoenix-Colorado Campus 2004 — 2005
Business Management
University of Wisconsin-Madison 1972 — 1973
M.S., Health Education
University of Wisconsin-Madison 1967 — 1971
B.S., English Education
Little Wolf High School 1963 — 1967
Diploma, College Preparatory
Jason Hovde, CIMA®, CFP®, APMA®'s College for Financial Planning Experience April 2013 - Present
Job Senior Director of Certification & Designation Programs at College for Financial Planning, Associate Professor
Industry Financial Services
Experience
College for Financial Planning April 2013 - Present
Hovde Wealth Management February 2002 - February 2013
Lincoln Benefit Life February 2001 - February 2002
Multi-Financial Securities Corp. September 1997 - February 2001
Charles Schwab January 1997 - September 1997
Hovde & Associates, Inc. August 1991 - January 1997
Skills
Operations Management, Branch Management, Business Development, Revenue & Profit Growth, Senior Executive..., Talent Management, Development of Strategy, P&L Accountability, Investment Advisory..., Financial Analysis, Asset Managment, Wealth Management, Investment Management, Portfolio Management, Personal Financial..., Certified Financial..., Series 24, Series 7, Series 4, Investments, Equities, Options, Alternative Investments, Bonds, Mutual Funds, Insurance, Asset Management, FINRA, Financial Services
Education
University of Pennsylvania - The Wharton School 2014 — 2014
IMCA Certified Investment Mgmt Analyst Program
Colorado State University 1989 — 1992
N/A - Transferred to Metropolitan State University of Denver, Business / Marketing
Regis University 2009 — 2011
MBA, Finance & Accounting
Metropolitan State University of Denver 2005 — 2006
B.S., Accounting
Metropolitan State University of Denver 1992 — 1995
B.A., Behavioral Science
Boulder High School 1986 — 1989
College for Financial Planning April 2013 - Present
Hovde Wealth Management February 2002 - February 2013
Lincoln Benefit Life February 2001 - February 2002
Multi-Financial Securities Corp. September 1997 - February 2001
Charles Schwab January 1997 - September 1997
Hovde & Associates, Inc. August 1991 - January 1997
Skills
Operations Management, Branch Management, Business Development, Revenue & Profit Growth, Senior Executive..., Talent Management, Development of Strategy, P&L Accountability, Investment Advisory..., Financial Analysis, Asset Managment, Wealth Management, Investment Management, Portfolio Management, Personal Financial..., Certified Financial..., Series 24, Series 7, Series 4, Investments, Equities, Options, Alternative Investments, Bonds, Mutual Funds, Insurance, Asset Management, FINRA, Financial Services
Education
University of Pennsylvania - The Wharton School 2014 — 2014
IMCA Certified Investment Mgmt Analyst Program
Colorado State University 1989 — 1992
N/A - Transferred to Metropolitan State University of Denver, Business / Marketing
Regis University 2009 — 2011
MBA, Finance & Accounting
Metropolitan State University of Denver 2005 — 2006
B.S., Accounting
Metropolitan State University of Denver 1992 — 1995
B.A., Behavioral Science
Boulder High School 1986 — 1989
Jim Pasztor, MSF, MPAS, CFP Jim Pasztor, MSF, MPAS, CFP's College for Financial Planning Experience January 2007 - Present
Job VP of Academic Affairs at College for Financial Planning
Industry Education Management
Experience
College for Financial Planning January 2007 - Present
Pasztor & Associates, Inc. June 1999 - Present
Quick & Reilly 1992 - 1999
Skills
Distance Learning, Higher Education, Teaching, Student Counseling, Public Speaking, Strategic Financial..., Asset Allocation, Leadership Development, Investments, Research, Coaching, Investment Strategies, Training, Mutual Funds, Wealth Management, Strategic Planning, Retaining Customers, Enrollment Management, Staff Development, Leadership, Educational Technology, Organizational..., Community Outreach, Wealth, E-Learning, Financial Advisory, Adult Education, Instructional Design, Analysis, Retirement Planning, Admissions, Career Development, Student Affairs, Management Consulting, Curriculum Design, Financial Analysis, Investment Management, Team Building, Career Counseling, Personal Finance, Portfolio Management, Investment Advisory, Financial Planners, Academic Administration, Academia, Faculty Development, Financial Planning
Education
College for Financial Planning 2007 — 2010
Master of Science in Finance (M.S.F.), Financial Analysis
College for Financial Planning 2001 — 2005
Master of Science (M.S.), Personal Financial Planning (MPAS)
The Catholic University of America 1976 — 1978
Bachelor of Music
Peabody Conservatory of Music 1974 — 1976
Music Education
College for Financial Planning January 2007 - Present
Pasztor & Associates, Inc. June 1999 - Present
Quick & Reilly 1992 - 1999
Skills
Distance Learning, Higher Education, Teaching, Student Counseling, Public Speaking, Strategic Financial..., Asset Allocation, Leadership Development, Investments, Research, Coaching, Investment Strategies, Training, Mutual Funds, Wealth Management, Strategic Planning, Retaining Customers, Enrollment Management, Staff Development, Leadership, Educational Technology, Organizational..., Community Outreach, Wealth, E-Learning, Financial Advisory, Adult Education, Instructional Design, Analysis, Retirement Planning, Admissions, Career Development, Student Affairs, Management Consulting, Curriculum Design, Financial Analysis, Investment Management, Team Building, Career Counseling, Personal Finance, Portfolio Management, Investment Advisory, Financial Planners, Academic Administration, Academia, Faculty Development, Financial Planning
Education
College for Financial Planning 2007 — 2010
Master of Science in Finance (M.S.F.), Financial Analysis
College for Financial Planning 2001 — 2005
Master of Science (M.S.), Personal Financial Planning (MPAS)
The Catholic University of America 1976 — 1978
Bachelor of Music
Peabody Conservatory of Music 1974 — 1976
Music Education
Kristen Sanborn's College for Financial Planning Experience August 2003 - April 2012
Job Account Manager at Commerce Bank
Industry Banking
Experience
Commerce Bank April 2012 - Present
College for Financial Planning August 2003 - April 2012
College for Finanical Planning May 2001 - August 2003
College for Financial Planning June 1999 - May 2001
Skills
Public Speaking, Consulting, B2B, Marketing, Strategic Planning, Account Management, Key Account Management, Leadership Development, Sales Management, Team Building, Social Media Marketing, Strategy, Event Management, Coaching, Program Management, Contract Negotiation, Customer Service, Sales, Market Research, Training, Leadership, Negotiation, New Business Development, Project Management, Business Development, Trade Shows, Marketing Strategy, Team Leadership, Salesforce.com, Public Relations, Event Planning, Building Relationships, Management, Sales Process, Selling, Relationship Management, Customer Retention, Financial Services, Relationship Building
Education
University of Phoenix 2001 — 2003
Master of Arts (M.A.), Organizational Leadership
Colorado Mesa University 1994 — 1998
Bachelor of Arts (B.A.), Public Relations
Commerce Bank April 2012 - Present
College for Financial Planning August 2003 - April 2012
College for Finanical Planning May 2001 - August 2003
College for Financial Planning June 1999 - May 2001
Skills
Public Speaking, Consulting, B2B, Marketing, Strategic Planning, Account Management, Key Account Management, Leadership Development, Sales Management, Team Building, Social Media Marketing, Strategy, Event Management, Coaching, Program Management, Contract Negotiation, Customer Service, Sales, Market Research, Training, Leadership, Negotiation, New Business Development, Project Management, Business Development, Trade Shows, Marketing Strategy, Team Leadership, Salesforce.com, Public Relations, Event Planning, Building Relationships, Management, Sales Process, Selling, Relationship Management, Customer Retention, Financial Services, Relationship Building
Education
University of Phoenix 2001 — 2003
Master of Arts (M.A.), Organizational Leadership
Colorado Mesa University 1994 — 1998
Bachelor of Arts (B.A.), Public Relations
Pam Montoya-Witaschek, MBA's College for Financial Planning Experience January 2003 - Present
Job National Account Manager
Industry Financial Services
Experience
College for Financial Planning January 2003 - Present
College for Financial Planning January 2003 - Present
M-W Design & Marketing May 2001 - January 2003
Western Union North America April 1996 - May 2001
McDonald's Corporation January 1987 - May 1996
Skills
•A business-savvy..., •Has a thorough..., •Creative and visual..., •Possess excellent..., Strategic Planning, Marketing Communications, Business Development, Market Planning, Lead Generation, Cross-functional Team..., Advertising, Account Management, Marketing, Marketing Strategy, Public Relations, Public Speaking, Sales, Trade Shows
Education
Western International University 2005 — 2008
Master of Business Administration (M.B.A.), Marketing
Metropolitan State College of Denver 1992 — 1996
Bachelor of Fine Arts (BFA), Graphic Design
College for Financial Planning January 2003 - Present
College for Financial Planning January 2003 - Present
M-W Design & Marketing May 2001 - January 2003
Western Union North America April 1996 - May 2001
McDonald's Corporation January 1987 - May 1996
Skills
•A business-savvy..., •Has a thorough..., •Creative and visual..., •Possess excellent..., Strategic Planning, Marketing Communications, Business Development, Market Planning, Lead Generation, Cross-functional Team..., Advertising, Account Management, Marketing, Marketing Strategy, Public Relations, Public Speaking, Sales, Trade Shows
Education
Western International University 2005 — 2008
Master of Business Administration (M.B.A.), Marketing
Metropolitan State College of Denver 1992 — 1996
Bachelor of Fine Arts (BFA), Graphic Design
Chase Skarda's College for Financial Planning Experience June 2013 - August 2013
Job Volunteer at Boys and Girls Clubs of America
Industry
Experience
College for Financial Planning June 2013 - August 2013
Skills
HIPAA, Customer Service, Experience Working with...
Education
Knox College 2012 — 2016
College for Financial Planning June 2013 - August 2013
Skills
HIPAA, Customer Service, Experience Working with...
Education
Knox College 2012 — 2016
Brett Sanborn Brett Sanborn's College for Financial Planning Experience July 2012 - Present
Job National Director of Corporate Sales at College for Financial Planning
Industry Education Management
Experience
College for Financial Planning July 2012 - Present
The College for Financial Planning June 2009 - July 2012
College for Financial Planning June 2007 - June 2009
College for Financial Planning January 2006 - June 2007
University of Phoenix January 2005 - January 2006
College for Financial Planning June 2000 - January 2005
Skills
Distance Learning, Adult Education, Higher Education, Public Speaking, Admissions, Coaching, Teaching, Enrollment Management, Retaining Customers, Strategic Planning, Staff Development, Training, Student Affairs, Leadership Development, Sales, Research, Marketing Strategy, Customer Service, Leadership, Customer Retention
Education
Western International University 2008 — 2010
MBA, Finance
Colorado Mesa University 1994 — 1999
BS, Biology
College for Financial Planning July 2012 - Present
The College for Financial Planning June 2009 - July 2012
College for Financial Planning June 2007 - June 2009
College for Financial Planning January 2006 - June 2007
University of Phoenix January 2005 - January 2006
College for Financial Planning June 2000 - January 2005
Skills
Distance Learning, Adult Education, Higher Education, Public Speaking, Admissions, Coaching, Teaching, Enrollment Management, Retaining Customers, Strategic Planning, Staff Development, Training, Student Affairs, Leadership Development, Sales, Research, Marketing Strategy, Customer Service, Leadership, Customer Retention
Education
Western International University 2008 — 2010
MBA, Finance
Colorado Mesa University 1994 — 1999
BS, Biology
Frank Vidin's College for Financial Planning Experience January 2006 - June 2010
Job Retired
Industry Financial Services
Experience
Effective Development Techniques 2000 - 2013
Society of Certified Senior Advisors March 2010 - February 2012
College for Financial Planning January 2006 - June 2010
ING U.S. Financial Services 2002 - 2005
SMMS 1996 - 2005
Warner Pacific College January 2001 - January 2003
Oregon Health Sciences University Foundation 1994 - 1996
Portland State University January 1983 - January 1994
Willamette University 1990 - 1994
Interwest Financial Advisors January 1980 - January 1990
Skills
Writing, Teaching, Public Speaking, Non-profits, Estate Planning, Risk Management, Financial Goals, Income Tax, Higher Education, Fundraising, Adult Education, Retirement Planning, Coaching, Insurance, Strategic Financial..., Financial Advisory, Investments, Program Management, Training, Nonprofits, Retirement, Educational Consulting, Staff Development, Life Insurance
Education
College for Financial Planning 1980 — 1982
CFP, CRPC, Professional Designations
Indiana State University 1970 — 1972
M.S., Educational Psychology
Asbury Theological Seminary 1964 — 1967
M.Div., Theology
Seattle Pacific University 1960 — 1964
B.A., Humanities and Greek
Effective Development Techniques 2000 - 2013
Society of Certified Senior Advisors March 2010 - February 2012
College for Financial Planning January 2006 - June 2010
ING U.S. Financial Services 2002 - 2005
SMMS 1996 - 2005
Warner Pacific College January 2001 - January 2003
Oregon Health Sciences University Foundation 1994 - 1996
Portland State University January 1983 - January 1994
Willamette University 1990 - 1994
Interwest Financial Advisors January 1980 - January 1990
Skills
Writing, Teaching, Public Speaking, Non-profits, Estate Planning, Risk Management, Financial Goals, Income Tax, Higher Education, Fundraising, Adult Education, Retirement Planning, Coaching, Insurance, Strategic Financial..., Financial Advisory, Investments, Program Management, Training, Nonprofits, Retirement, Educational Consulting, Staff Development, Life Insurance
Education
College for Financial Planning 1980 — 1982
CFP, CRPC, Professional Designations
Indiana State University 1970 — 1972
M.S., Educational Psychology
Asbury Theological Seminary 1964 — 1967
M.Div., Theology
Seattle Pacific University 1960 — 1964
B.A., Humanities and Greek
Frank C. Bearden, Ph.D.'s College for Financial Planning Experience 2006 - Present
Job Managing Member, Frank C. Bearden LLC
Industry Education Management
Experience
College for Financial Planning 2006 - Present
School of Advanced Studies, University of Phoenix 2005 - Present
Frank C. Bearden, Ph.D., Ethics Consulting 2003 - Present
Advisor Today, published by the National Association of Ins. and Financial Advisors (NAIFA) September 1998 - Present
Society of Financial Service Professionals (SFSP) 1990 - Present
National Association of Insurance and Financial Advisors (NAIFA) February 1975 - Present
University of Phoenix San Antonio Campus 2008 - November 2013
MetLife 2005 - 2008
MetLife 2003 - 2005
MetLife 2003 - 2005
Skills
Public Speaking, Leadership Development, Instructional Design, Adult Education, Distance Learning, Higher Education, Coaching, Teaching, Staff Development, Enrollment Management, Non-profits, Insurance, Admissions, Curriculum Development, Program Management, E-Learning, Training, Curriculum Design, Team Building, Strategic Financial..., Conflict Of Interest, Mentoring, Strategic Planning, Organizational..., Retaining Customers, Career Counseling, Educational Consulting, Budgets, Life Insurance, Student Affairs, Conflict Resolution, Student Financial Aid, Academic Administration, Customer Service, Leadership, Research, Academic Advising, Campus, Financial Planning, Program Development, Faculty Development, Career Development, Fundraising, College Teaching, Educational Leadership, Nonprofits, Academia, Community Outreach, Workshop Facilitation, Executive Coaching
Education
Our Lady of the Lake University 1999 — 2003
Ph.D., Leadership
The American College 1995 — 1997
MSM, Management
The American College 1981 — 1984
Chartered Financial Consultant (ChFC), financial planning
The American College 1977 — 1981
Chartered Life Underwriter (CLU), insurance, investments, tax
Lutheran School of Theology at Chicago 1969 — 1973
Studied academic theology for 3 1/2 years., Systematic Theology
University of North Texas 1965 — 1969
Bachelor of Arts (B.A.), Sociology major, Psychology minor, Graduated with Honors
College for Financial Planning 2006 - Present
School of Advanced Studies, University of Phoenix 2005 - Present
Frank C. Bearden, Ph.D., Ethics Consulting 2003 - Present
Advisor Today, published by the National Association of Ins. and Financial Advisors (NAIFA) September 1998 - Present
Society of Financial Service Professionals (SFSP) 1990 - Present
National Association of Insurance and Financial Advisors (NAIFA) February 1975 - Present
University of Phoenix San Antonio Campus 2008 - November 2013
MetLife 2005 - 2008
MetLife 2003 - 2005
MetLife 2003 - 2005
Skills
Public Speaking, Leadership Development, Instructional Design, Adult Education, Distance Learning, Higher Education, Coaching, Teaching, Staff Development, Enrollment Management, Non-profits, Insurance, Admissions, Curriculum Development, Program Management, E-Learning, Training, Curriculum Design, Team Building, Strategic Financial..., Conflict Of Interest, Mentoring, Strategic Planning, Organizational..., Retaining Customers, Career Counseling, Educational Consulting, Budgets, Life Insurance, Student Affairs, Conflict Resolution, Student Financial Aid, Academic Administration, Customer Service, Leadership, Research, Academic Advising, Campus, Financial Planning, Program Development, Faculty Development, Career Development, Fundraising, College Teaching, Educational Leadership, Nonprofits, Academia, Community Outreach, Workshop Facilitation, Executive Coaching
Education
Our Lady of the Lake University 1999 — 2003
Ph.D., Leadership
The American College 1995 — 1997
MSM, Management
The American College 1981 — 1984
Chartered Financial Consultant (ChFC), financial planning
The American College 1977 — 1981
Chartered Life Underwriter (CLU), insurance, investments, tax
Lutheran School of Theology at Chicago 1969 — 1973
Studied academic theology for 3 1/2 years., Systematic Theology
University of North Texas 1965 — 1969
Bachelor of Arts (B.A.), Sociology major, Psychology minor, Graduated with Honors
Bruce McLelland Bruce McLelland's College for Financial Planning Experience June 2015 - Present
Job Corporate Education Manager at College for Financial Planning
Industry Education Management
Experience
College for Financial Planning June 2015 - Present
College for Financial Planning December 2013 - May 2015
ITT Technical Institute October 2012 - September 2013
ITT Technical Institute September 2011 - December 2012
ITT Technical Institute February 2011 - September 2011
Sylvan Learning Centers 2000 - 2008
Sylvan Learning Centers 1997 - 2000
Skills
Teaching, Public Speaking, Program Development, Event Planning, Writing, Higher Education, Social Media Marketing, Program Management, Recruiting, Interviews, Research, Curriculum Development, Training, Leadership Development, Curriculum Design, Staff Development, Employee Training, Team Building, Student Financial Aid, Instructional Design, Time Management, Career Counseling
Education
Colgate University 1984 — 1986
MAT, English/Education
Colgate University
College for Financial Planning June 2015 - Present
College for Financial Planning December 2013 - May 2015
ITT Technical Institute October 2012 - September 2013
ITT Technical Institute September 2011 - December 2012
ITT Technical Institute February 2011 - September 2011
Sylvan Learning Centers 2000 - 2008
Sylvan Learning Centers 1997 - 2000
Skills
Teaching, Public Speaking, Program Development, Event Planning, Writing, Higher Education, Social Media Marketing, Program Management, Recruiting, Interviews, Research, Curriculum Development, Training, Leadership Development, Curriculum Design, Staff Development, Employee Training, Team Building, Student Financial Aid, Instructional Design, Time Management, Career Counseling
Education
Colgate University 1984 — 1986
MAT, English/Education
Colgate University
Adam Ryder Adam Ryder's College for Financial Planning Experience May 2015 - Present
Job Software Developer at College for Financial Planning
Industry Internet
Experience
College for Financial Planning May 2015 - Present
Service Software, LLC January 2015 - February 2015
Vantiv July 2014 - February 2015
Intelenex April 2013 - July 2014
Datanet April 2013 - September 2013
Skills
Database Design, Software Development, Web Applications, Software Design, Databases, XML, Software, Software Documentation, Java, JavaScript, Web Development, Eclipse, ASP, AJAX, REST, SOAP, Relational Databases, C#, JSON, Website Development, Visual Studio, Oracle Fusion Middleware, Fusion HCM, Taleo, CRM Integration, Web Services, JDeveloper, SoapUI, HCM Integration, Fusion Financials
Education
Metropolitan State College of Denver 2010 — 2014
Bachelor's Degree, Computer Science, 3.65
College for Financial Planning May 2015 - Present
Service Software, LLC January 2015 - February 2015
Vantiv July 2014 - February 2015
Intelenex April 2013 - July 2014
Datanet April 2013 - September 2013
Skills
Database Design, Software Development, Web Applications, Software Design, Databases, XML, Software, Software Documentation, Java, JavaScript, Web Development, Eclipse, ASP, AJAX, REST, SOAP, Relational Databases, C#, JSON, Website Development, Visual Studio, Oracle Fusion Middleware, Fusion HCM, Taleo, CRM Integration, Web Services, JDeveloper, SoapUI, HCM Integration, Fusion Financials
Education
Metropolitan State College of Denver 2010 — 2014
Bachelor's Degree, Computer Science, 3.65
Maaria Asif's College for Financial Planning Experience May 2006 - April 2007
Job Marketing Manager
Industry Information Technology and Services
Experience
Juniper Networks August 2013 - Present
DIRECTV February 2011 - March 2013
Qwest Communications May 2007 - February 2011
College for Financial Planning May 2006 - April 2007
EchoStar Corporation March 2004 - May 2006
Standard and Poor's June 2001 - March 2004
Keane May 2000 - May 2001
Skills
Product Marketing, Marketing Strategy, SEO, Brand Development, Sales Management, Direct Marketing, Lead Generation, Product Management, New Business Development
Education
ABM Certification
University of Denver 2000 — 2003
BSBA, Marketing, Finance
University of Colorado Denver 2004 — 2005
Marketing and Communications
Juniper Networks August 2013 - Present
DIRECTV February 2011 - March 2013
Qwest Communications May 2007 - February 2011
College for Financial Planning May 2006 - April 2007
EchoStar Corporation March 2004 - May 2006
Standard and Poor's June 2001 - March 2004
Keane May 2000 - May 2001
Skills
Product Marketing, Marketing Strategy, SEO, Brand Development, Sales Management, Direct Marketing, Lead Generation, Product Management, New Business Development
Education
ABM Certification
University of Denver 2000 — 2003
BSBA, Marketing, Finance
University of Colorado Denver 2004 — 2005
Marketing and Communications
Anita Nickerson, CFP ®, MPAS℠ Anita Nickerson, CFP ®, MPAS℠'s College for Financial Planning Experience January 2011 - Present
Job Professional Development for Financial Advisors
Industry Financial Services
Experience
College for Financial Planning January 2011 - Present
Anita J Nickerson January 2007 - Present
Asset Insurance Services, LLC January 2007 - December 2011
Nickerson Financial Services, Inc. January 1991 - December 2006
Skills
Instructional Design, Higher Education, Public Speaking, Coaching, Wealth, Strategic Financial..., Estate Planning, Training, Non-profits, Financial Planners, Fundraising, Strategic Planning, Educational Consulting, Research, Retirement, Investments, Professional..., Consulting, Investment Advisory, Asset Allocation, Teaching, Adult Education, Distance Learning, Mutual Funds, Portfolio Management, Financial Advisory, Personal Finance, Wealth Management, Financial Planning, Finance, Retirement Planning, Financial Services
Education
College for Financial Planning
Master's degree, Financial Planning
University of Phoenix
Bachelor of Science in Business Administration
College for Financial Planning January 2011 - Present
Anita J Nickerson January 2007 - Present
Asset Insurance Services, LLC January 2007 - December 2011
Nickerson Financial Services, Inc. January 1991 - December 2006
Skills
Instructional Design, Higher Education, Public Speaking, Coaching, Wealth, Strategic Financial..., Estate Planning, Training, Non-profits, Financial Planners, Fundraising, Strategic Planning, Educational Consulting, Research, Retirement, Investments, Professional..., Consulting, Investment Advisory, Asset Allocation, Teaching, Adult Education, Distance Learning, Mutual Funds, Portfolio Management, Financial Advisory, Personal Finance, Wealth Management, Financial Planning, Finance, Retirement Planning, Financial Services
Education
College for Financial Planning
Master's degree, Financial Planning
University of Phoenix
Bachelor of Science in Business Administration
Andrea Gray's College for Financial Planning Experience October 2012 - May 2013
Job Account Manager (Sun City) RubyRide
Industry Financial Services
Experience
RubyRide March 2015 - Present
Other People's Stuff December 2013 - March 2015
Arrowhead Cadillac September 2013 - December 2013
College for Financial Planning October 2012 - May 2013
College for Financial Planning January 2007 - October 2012
College for Financial Planning January 2005 - January 2007
Denver Broncos January 2003 - November 2005
Two Rivers Chevrolet April 2002 - August 2003
Skills
Higher Education, Adult Education, Public Speaking, Student Counseling, Teaching, Training, Coaching, Student Affairs, Staff Development, Admissions, Enrollment Management, Distance Learning, Instructional Design, Retaining Customers, Direct Sales, Long-term Customer..., Customer Retention, Sales, Customer Service, Team Building
Education
Universty of Phoenix 2009 — 2011
Masters, Management
University of Phoenix 2005 — 2009
Bachelors, Public Administration
Xenon International Academy-Denver 1994 — 1995
Cosmetology License, Cosmetology
RubyRide March 2015 - Present
Other People's Stuff December 2013 - March 2015
Arrowhead Cadillac September 2013 - December 2013
College for Financial Planning October 2012 - May 2013
College for Financial Planning January 2007 - October 2012
College for Financial Planning January 2005 - January 2007
Denver Broncos January 2003 - November 2005
Two Rivers Chevrolet April 2002 - August 2003
Skills
Higher Education, Adult Education, Public Speaking, Student Counseling, Teaching, Training, Coaching, Student Affairs, Staff Development, Admissions, Enrollment Management, Distance Learning, Instructional Design, Retaining Customers, Direct Sales, Long-term Customer..., Customer Retention, Sales, Customer Service, Team Building
Education
Universty of Phoenix 2009 — 2011
Masters, Management
University of Phoenix 2005 — 2009
Bachelors, Public Administration
Xenon International Academy-Denver 1994 — 1995
Cosmetology License, Cosmetology
Cynthia Herrmann Cynthia Herrmann's College for Financial Planning Experience June 1993 - August 2011
Job Office Management
Industry Nonprofit Organization Management
Experience
Meisinger USA 2011 - 2012
College for Financial Planning June 1993 - August 2011
Skills
Photoshop, InDesign, Microsoft Word, Microsoft Excel, Access, PowerPoint, Project Management, Data Entry, Inventory Management, Print Management, Warehouse Management, Data Warehousing, Office Management
Education
Pennridge High School 1980 — 1983
High School
Platt College-Aurora
Design and Applied Arts
Meisinger USA 2011 - 2012
College for Financial Planning June 1993 - August 2011
Skills
Photoshop, InDesign, Microsoft Word, Microsoft Excel, Access, PowerPoint, Project Management, Data Entry, Inventory Management, Print Management, Warehouse Management, Data Warehousing, Office Management
Education
Pennridge High School 1980 — 1983
High School
Platt College-Aurora
Design and Applied Arts
Scott Julsen Scott Julsen's College for Financial Planning Experience November 2005 - January 2009
Job Enrollment Counselor at Colorado State UniversityGlobal Campus
Industry Education Management
Experience
Colorado State University-Global Campus February 2015 - Present
Jones International University May 2010 - Present
Edward Jones November 2008 - January 2010
College for Financial Planning November 2005 - January 2009
Jones International University 2002 - 2005
Education Sales Management, LLC 2001 - 2003
Skills
Public Speaking, Staff Development, Leadership Development, Adult Education, Higher Education, Training, Management, Admissions, Leadership, Coaching, Customer Service, E-Learning, Employee Training, Account Management, Instructional Design, Marketing, Recruiting, Strategic Planning, Team Building
Education
College for Financial Planning 2007 — 2009
Paraplanner
Jones International University 2003 — 2006
Bachelor of Arts, Business
University of Southern California 1989 — 1991
Certificate, Music Business - Recording
Colorado State University-Global Campus February 2015 - Present
Jones International University May 2010 - Present
Edward Jones November 2008 - January 2010
College for Financial Planning November 2005 - January 2009
Jones International University 2002 - 2005
Education Sales Management, LLC 2001 - 2003
Skills
Public Speaking, Staff Development, Leadership Development, Adult Education, Higher Education, Training, Management, Admissions, Leadership, Coaching, Customer Service, E-Learning, Employee Training, Account Management, Instructional Design, Marketing, Recruiting, Strategic Planning, Team Building
Education
College for Financial Planning 2007 — 2009
Paraplanner
Jones International University 2003 — 2006
Bachelor of Arts, Business
University of Southern California 1989 — 1991
Certificate, Music Business - Recording
Carol Craigie Carol Craigie's College for Financial Planning Experience February 2012 - August 2015
Job Managing Partner and Coach, Fiscal Fitness Clubs of America and Adjuct Professor, College For Financial Planning
Industry Financial Services
Experience
Fiscal Fitness Clubs of America November 2008 - Present
College for Financial Planning February 2012 - August 2015
Key Bank June 2006 - August 2008
JP Morgan Chase May 2004 - February 2006
Wells Fargo 1996 - 2003
Skills
Financial Planning, Wealth Management, Retirement Planning, Coaching, Management Consulting, Strategic Planning, Retirement, Public Speaking, Sales Management, Private Banking, Asset Allocation, Asset Management, Banking, Business Strategy, Finance, Estate Planning, Financial Advisory, Financial Planners, Financial Analysis, Financial Services, Insurance, Investments, Investment Advisory, Investment Management, Leadership, Management, Mutual Funds, Securities, Recruiting, Program Management, Small Business, Strategic Financial..., Training, Wealth
Education
Governors State University
MA, Human Relations Psychology
University of Illinois at Chicago
BA, Education
American College in Bryn Marr
CFP, CHFC, Certified Financial Planner
Fiscal Fitness Clubs of America November 2008 - Present
College for Financial Planning February 2012 - August 2015
Key Bank June 2006 - August 2008
JP Morgan Chase May 2004 - February 2006
Wells Fargo 1996 - 2003
Skills
Financial Planning, Wealth Management, Retirement Planning, Coaching, Management Consulting, Strategic Planning, Retirement, Public Speaking, Sales Management, Private Banking, Asset Allocation, Asset Management, Banking, Business Strategy, Finance, Estate Planning, Financial Advisory, Financial Planners, Financial Analysis, Financial Services, Insurance, Investments, Investment Advisory, Investment Management, Leadership, Management, Mutual Funds, Securities, Recruiting, Program Management, Small Business, Strategic Financial..., Training, Wealth
Education
Governors State University
MA, Human Relations Psychology
University of Illinois at Chicago
BA, Education
American College in Bryn Marr
CFP, CHFC, Certified Financial Planner
Robert Cohrs Robert Cohrs's College for Financial Planning Experience April 2001 - May 2004
Job Marketing Professional
Industry Marketing and Advertising
Experience
Colorado Technical University July 2014 - October 2015
Kong Company June 2008 - July 2014
Redstone College March 2007 - June 2008
The Princeton Review May 2004 - June 2008
College for Financial Planning April 2001 - May 2004
Skills
Marketing, Marketing Strategy, Direct Marketing, Strategic Planning, Product Marketing, Advertising, Analytics, Marketing Communications, Email Marketing, Competitive Analysis, Product Development, Cross-functional Team..., Brand Management, Social Media Marketing, Social Media, Product Management, Business Development, Trade Shows, PowerPoint, Business Strategy, Marketing Management, Marketing Research, Sales Operations, Public Relations, Market Analysis, Data Analysis, Integrated Marketing..., Marketing Event Planning, Writing, Editing, Microsoft Excel, Business Analysis, Business Intelligence, Consumer Marketing, Consumer Packaged Goods...
Education
University of Phoenix-Colorado Campus 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Concordia University-River Forest 1992 — 1996
Bachelor of Arts (B.A.), Business/English
Colorado Technical University July 2014 - October 2015
Kong Company June 2008 - July 2014
Redstone College March 2007 - June 2008
The Princeton Review May 2004 - June 2008
College for Financial Planning April 2001 - May 2004
Skills
Marketing, Marketing Strategy, Direct Marketing, Strategic Planning, Product Marketing, Advertising, Analytics, Marketing Communications, Email Marketing, Competitive Analysis, Product Development, Cross-functional Team..., Brand Management, Social Media Marketing, Social Media, Product Management, Business Development, Trade Shows, PowerPoint, Business Strategy, Marketing Management, Marketing Research, Sales Operations, Public Relations, Market Analysis, Data Analysis, Integrated Marketing..., Marketing Event Planning, Writing, Editing, Microsoft Excel, Business Analysis, Business Intelligence, Consumer Marketing, Consumer Packaged Goods...
Education
University of Phoenix-Colorado Campus 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Concordia University-River Forest 1992 — 1996
Bachelor of Arts (B.A.), Business/English
Aaron Leatherwood, CFP, CPA, PFS Aaron Leatherwood, CFP, CPA, PFS's College for Financial Planning Experience 2014 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Frontier Wealth Management January 2007 - Present
College For Financial Planning 2014 - Present
Skills
Investment Man, Personal Financial..., Retirement Planning, Estate Planning, Estate & Gift Taxation, Income Tax
Education
College for Financial Planning 2011 — 2014
Master of Science (MS), Personal Financial Planning
University of Colorado Denver 2004 — 2008
Business Administration, Accounting
Dakota Ridge
Frontier Wealth Management January 2007 - Present
College For Financial Planning 2014 - Present
Skills
Investment Man, Personal Financial..., Retirement Planning, Estate Planning, Estate & Gift Taxation, Income Tax
Education
College for Financial Planning 2011 — 2014
Master of Science (MS), Personal Financial Planning
University of Colorado Denver 2004 — 2008
Business Administration, Accounting
Dakota Ridge
Heidi Silsby, CFP Heidi Silsby, CFP's College for Financial Planning Experience January 2014 - Present
Job Accounting Manager at Agrinetix LLC
Industry Financial Services
Experience
Agrinetix LLC September 2014 - Present
College for Financial Planning January 2014 - Present
Farm Credit East, ACA September 2007 - August 2014
Skills
Financial Planning, Tax, Accounting, Strategic Financial..., Public Speaking, Leadership, Microsoft Office, Tax Preparation, Microsoft Excel, Financial Services, Coaching, Wealth Management, Estate Planning, Retirement Planning, QuickBooks, Small Business, Financial Reporting, Portfolio Management, Finance, Cash Flow, Financial Planners
Education
College for Financial Planning 2009 — 2011
Masters, Personal Financial Planning
Houghton College 2005 — 2008
Bachelors, Business Administration, Equestrian Studies
Agrinetix LLC September 2014 - Present
College for Financial Planning January 2014 - Present
Farm Credit East, ACA September 2007 - August 2014
Skills
Financial Planning, Tax, Accounting, Strategic Financial..., Public Speaking, Leadership, Microsoft Office, Tax Preparation, Microsoft Excel, Financial Services, Coaching, Wealth Management, Estate Planning, Retirement Planning, QuickBooks, Small Business, Financial Reporting, Portfolio Management, Finance, Cash Flow, Financial Planners
Education
College for Financial Planning 2009 — 2011
Masters, Personal Financial Planning
Houghton College 2005 — 2008
Bachelors, Business Administration, Equestrian Studies
Rich Stebbins, JD, CFP®'s College for Financial Planning Experience 2010 - 2014
Job Adjunct Professor
Industry Education Management
Experience
Johnson & Wales University January 2015 - Present
Texas A&M Commerce/Dallas 2009 - Present
Various 2010 - Present
College for Financial Planning 2010 - 2014
Texas Tech University 2007 - 2010
Briaud Financial Planning 2006 - 2007
Healthnet 2000 - 2005
Education
Kansas State University
Doctor of Philosophy (PhD), Personal Financial Planning
Texas Tech University School of Law
Doctorate of Jurisprudence
Fordham University School of Law
International Conflict Resolution and the European Union
Texas Tech University
Master of Science, Personal Financial Planning
West Texas A&M University
Bachelor of Science, Psychology
Johnson & Wales University January 2015 - Present
Texas A&M Commerce/Dallas 2009 - Present
Various 2010 - Present
College for Financial Planning 2010 - 2014
Texas Tech University 2007 - 2010
Briaud Financial Planning 2006 - 2007
Healthnet 2000 - 2005
Education
Kansas State University
Doctor of Philosophy (PhD), Personal Financial Planning
Texas Tech University School of Law
Doctorate of Jurisprudence
Fordham University School of Law
International Conflict Resolution and the European Union
Texas Tech University
Master of Science, Personal Financial Planning
West Texas A&M University
Bachelor of Science, Psychology
Michael Sava, CFP®, CIMA® Michael Sava, CFP®, CIMA®'s College for Financial Planning Experience 2010 - 2011
Job Private Wealth Manager at FirsTrust, LLC
Industry Financial Services
Experience
FirsTrust, LLC January 2014 - Present
Henssler Financial 2012 - 2013
College for Financial Planning 2010 - 2011
AMT Homes 2009 - 2011
Merrill Lynch, Private Banking and Investment Group 2005 - 2009
CFA Institute 2003 - 2005
McDonald Investments 2000 - 2003
Smith Barney 1993 - 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Investment Policy, Asset Allocation, Risk Management, Tax Planning, Estate Planning, Qualified Retirement..., Alternative Investments
Education
University of Wisconsin-Madison
BA, International Relations-Economics
College for Financial Planning
Certified Financial Planner Program
FirsTrust, LLC January 2014 - Present
Henssler Financial 2012 - 2013
College for Financial Planning 2010 - 2011
AMT Homes 2009 - 2011
Merrill Lynch, Private Banking and Investment Group 2005 - 2009
CFA Institute 2003 - 2005
McDonald Investments 2000 - 2003
Smith Barney 1993 - 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Investment Policy, Asset Allocation, Risk Management, Tax Planning, Estate Planning, Qualified Retirement..., Alternative Investments
Education
University of Wisconsin-Madison
BA, International Relations-Economics
College for Financial Planning
Certified Financial Planner Program
Joe Crifasi Joe Crifasi's College for Financial Planning Experience March 2008 - April 2013
Job Manager of Interaction Design
Industry Design
Experience
ClickBank June 2014 - Present
Cachematrix Holdings, LLC April 2013 - May 2014
College for Financial Planning March 2008 - April 2013
Mortgage Cadence January 2006 - January 2008
Heppner and Bourque July 2005 - December 2005
National Distributing Company / Grand Vin May 2003 - July 2005
Skills
Web Design, User Interface Design, UI/UX, SEO, Graphic Design, HTML5, CSS3, jQuery, XML, PHP, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Marketing, Brochures, Creative Direction, Social Media Marketing, HTML 5, Web Development, User Interface, Social Media, Storyboarding, Graphics, Logo Design, Advertising, Interaction Design, User Experience, Email Marketing, CSS
Education
University of Denver 2010 — 2013
Master of Science Degree, Web Design & Development/User Interface
Art Institute of Colorado 2000 — 2003
Bachelor of Arts, Graphic Design
Nicholls State University 1999 — 1999
Major Art Monuments and European Humanities
ClickBank June 2014 - Present
Cachematrix Holdings, LLC April 2013 - May 2014
College for Financial Planning March 2008 - April 2013
Mortgage Cadence January 2006 - January 2008
Heppner and Bourque July 2005 - December 2005
National Distributing Company / Grand Vin May 2003 - July 2005
Skills
Web Design, User Interface Design, UI/UX, SEO, Graphic Design, HTML5, CSS3, jQuery, XML, PHP, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Marketing, Brochures, Creative Direction, Social Media Marketing, HTML 5, Web Development, User Interface, Social Media, Storyboarding, Graphics, Logo Design, Advertising, Interaction Design, User Experience, Email Marketing, CSS
Education
University of Denver 2010 — 2013
Master of Science Degree, Web Design & Development/User Interface
Art Institute of Colorado 2000 — 2003
Bachelor of Arts, Graphic Design
Nicholls State University 1999 — 1999
Major Art Monuments and European Humanities
Michael L Wilson, CFP®, CRC® | Financial Planner Michael L Wilson, CFP®, CRC® | Financial Planner's College for Financial Planning Experience 1996 - 1998
Job Marketing Investment Advisor
Industry Financial Services
Experience
Utah Retirement Systems January 2013 - Present
Integrity Financial Planning June 1998 - Present
International Foundation for Retirement Education (InFRE) 2002 - 2013
National Endowment for Financial Education 2002 - 2013
Kaplan 2000 - 2012
College for Financial Planning 1996 - 1998
Invesco Ltd. 1994 - 1996
Fidelity Investments 1986 - 1994
Skills
Retirement Planning, Financial Planning, Mutual Funds, Financial Advisory, Investments, Wealth Management, Retirement, Portfolio Management, 401k, Pensions, Small Business, Investment Advisory, Public Speaking, Non-profits, Asset Management, IRA's, Writing, Securities, Estate Planning, Financial Education, Personal Finance, Wealth, Money, Annuities, Insurance, Asset Allocation, Investment Strategies, Alternative Investments, ETFs, Employee Benefits, Equities, Annuity, Bonds, Fixed Income, ERISA, Microsoft Office, Insurance Planning, Financial Planners, Strategic Financial..., Personal Financial..., Finance, Fixed Annuities, Series 7, Financial Services, Series 63, IRAs
Education
Baylor University - Hankamer School of Business 1984 — 1985
MBA
Baylor University 1979 — 1983
BA
Irving High School
Utah Retirement Systems January 2013 - Present
Integrity Financial Planning June 1998 - Present
International Foundation for Retirement Education (InFRE) 2002 - 2013
National Endowment for Financial Education 2002 - 2013
Kaplan 2000 - 2012
College for Financial Planning 1996 - 1998
Invesco Ltd. 1994 - 1996
Fidelity Investments 1986 - 1994
Skills
Retirement Planning, Financial Planning, Mutual Funds, Financial Advisory, Investments, Wealth Management, Retirement, Portfolio Management, 401k, Pensions, Small Business, Investment Advisory, Public Speaking, Non-profits, Asset Management, IRA's, Writing, Securities, Estate Planning, Financial Education, Personal Finance, Wealth, Money, Annuities, Insurance, Asset Allocation, Investment Strategies, Alternative Investments, ETFs, Employee Benefits, Equities, Annuity, Bonds, Fixed Income, ERISA, Microsoft Office, Insurance Planning, Financial Planners, Strategic Financial..., Personal Financial..., Finance, Fixed Annuities, Series 7, Financial Services, Series 63, IRAs
Education
Baylor University - Hankamer School of Business 1984 — 1985
MBA
Baylor University 1979 — 1983
BA
Irving High School
Sebastian Hayman Sebastian Hayman's College for Financial Planning Experience September 1998 - August 2000
Job Proposal Writer, Technical Editor, Project Coordinator
Industry Financial Services
Experience
Financial services company September 2011 - Present
Denver Department of Human Services, City and County of Denver December 2007 - November 2009
Short Elliott Hendrickson Inc. June 2006 - January 2007
Policy Studies Inc. August 2000 - March 2006
College for Financial Planning September 1998 - August 2000
Skills
Editing, Technical Writing, Writing, Proposal Writing, Project Coordination, Policy Writing, Procedures Documentation, Course Material, Technical Communication, Marketing Communications, Investment Company..., Management, Web Content, Newsletters, Research, Strategic Planning
Education
University of East Anglia 1985 — 1988
Bachelor of Science (BS), Natural Resources Management and Policy/Economics
Financial services company September 2011 - Present
Denver Department of Human Services, City and County of Denver December 2007 - November 2009
Short Elliott Hendrickson Inc. June 2006 - January 2007
Policy Studies Inc. August 2000 - March 2006
College for Financial Planning September 1998 - August 2000
Skills
Editing, Technical Writing, Writing, Proposal Writing, Project Coordination, Policy Writing, Procedures Documentation, Course Material, Technical Communication, Marketing Communications, Investment Company..., Management, Web Content, Newsletters, Research, Strategic Planning
Education
University of East Anglia 1985 — 1988
Bachelor of Science (BS), Natural Resources Management and Policy/Economics
Jay McClellan, CFP®, CEP® Jay McClellan, CFP®, CEP®'s College for Financial Planning Experience 1988 - 2014
Job Owner, Asset Mgmt Systems, Inc.
Industry Investment Management
Experience
Concorde Investment Services, LLC 2012 - Present
Mutual Trust Financial Group 2007 - Present
Asset Mgmt Systems, Inc. April 1984 - Present
College for Financial Planning 1988 - 2014
Gleaner Life 1995 - 2009
Asset Management Systems, Inc. 1984 - 2009
Questar Capital 1998 - 2007
MCM Acoustics / The Stereo Alternative 1978 - 1984
Skills
Investments, Insurance, Financial Services, Life Insurance, Retirement Planning, Asset Management, Financial Advisory, Fixed Annuities, Estate Planning, Securities, Finance, Retirement, Wealth, Small Business, IRAs, Series 7, Financial Planning, Wealth Management, Disability Insurance, Financial Planners, Investment Advisory, High Net Worth..., Money Management, Personal Finance, Mutual Funds, 401k, Insurance Planning, Investment Strategies, Equities, Annuities, Tax, Brokers, Wealth Accumulation, Alternative Investments, Strategic Financial..., Wealth Management..., Health Insurance, Long-term Care, Financial Advice, IRA's, Asset Allocation, Wealth Transfer, Life Planning, Comprehensive Wealth..., Long Term Care, Management, Customer Service, Leadership, Portfolio Management, Strategic Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
Columbia College Chicago 1973 — 1977
Bachelor's degree
Columbia College Chicago 1973 — 1977
Bachelor's degree
Northmont HS
Northmont HS
Northmont HS
Northmont HS
Northmont HS
Concorde Investment Services, LLC 2012 - Present
Mutual Trust Financial Group 2007 - Present
Asset Mgmt Systems, Inc. April 1984 - Present
College for Financial Planning 1988 - 2014
Gleaner Life 1995 - 2009
Asset Management Systems, Inc. 1984 - 2009
Questar Capital 1998 - 2007
MCM Acoustics / The Stereo Alternative 1978 - 1984
Skills
Investments, Insurance, Financial Services, Life Insurance, Retirement Planning, Asset Management, Financial Advisory, Fixed Annuities, Estate Planning, Securities, Finance, Retirement, Wealth, Small Business, IRAs, Series 7, Financial Planning, Wealth Management, Disability Insurance, Financial Planners, Investment Advisory, High Net Worth..., Money Management, Personal Finance, Mutual Funds, 401k, Insurance Planning, Investment Strategies, Equities, Annuities, Tax, Brokers, Wealth Accumulation, Alternative Investments, Strategic Financial..., Wealth Management..., Health Insurance, Long-term Care, Financial Advice, IRA's, Asset Allocation, Wealth Transfer, Life Planning, Comprehensive Wealth..., Long Term Care, Management, Customer Service, Leadership, Portfolio Management, Strategic Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
Columbia College Chicago 1973 — 1977
Bachelor's degree
Columbia College Chicago 1973 — 1977
Bachelor's degree
Northmont HS
Northmont HS
Northmont HS
Northmont HS
Northmont HS
Andrew Oh-Willeke Andrew Oh-Willeke's College for Financial Planning Experience August 2004 - October 2005
Job Attorney At Law at Andrew OhWilleke
Industry Law Practice
Experience
Semler & Associates, P.C. May 2011 - Present
Andrew Oh-Willeke, Attorney At Law November 2009 - Present
National Business Inst 2002 - Present
Akerman Senterfitt March 2009 - October 2009
McGihon & Oh-Willeke November 2005 - March 2009
Denver Democrats February 2007 - February 2009
Colorado Confidential July 2006 - December 2007
College For Financial Planning August 2004 - October 2005
Boatright, Ripp and Sharpe July 2001 - July 2004
Rumler Law Corporation April 1999 - June 2001
Skills
Commercial Litigation, Estate Planning, Litigation, Mediation, Real Estate Transactions, Politics, Legal Writing, Government, LGBT issues, Tax Law, Tax, LLC, Legal Documents, Commercial Real Estate, Leadership, Colorado Marijuana Law, Trademarks, Attorney Malpractice...
Education
University of Michigan Law School 1992 — 1994
J.D.
Oberlin College 1989 — 1992
B.A., Mathematics
Talawanda High School 1985 — 1989
H.S.
Semler & Associates, P.C. May 2011 - Present
Andrew Oh-Willeke, Attorney At Law November 2009 - Present
National Business Inst 2002 - Present
Akerman Senterfitt March 2009 - October 2009
McGihon & Oh-Willeke November 2005 - March 2009
Denver Democrats February 2007 - February 2009
Colorado Confidential July 2006 - December 2007
College For Financial Planning August 2004 - October 2005
Boatright, Ripp and Sharpe July 2001 - July 2004
Rumler Law Corporation April 1999 - June 2001
Skills
Commercial Litigation, Estate Planning, Litigation, Mediation, Real Estate Transactions, Politics, Legal Writing, Government, LGBT issues, Tax Law, Tax, LLC, Legal Documents, Commercial Real Estate, Leadership, Colorado Marijuana Law, Trademarks, Attorney Malpractice...
Education
University of Michigan Law School 1992 — 1994
J.D.
Oberlin College 1989 — 1992
B.A., Mathematics
Talawanda High School 1985 — 1989
H.S.
Holly M. Skarda Holly M. Skarda's College for Financial Planning Experience October 2011 - Present
Job Sr. Director | Market Positioning | Virtual Classroom Administration
Industry Education Management
Experience
College for Financial Planning October 2011 - Present
College for Financial Planning March 2006 - September 2011
College for Financial Planning April 2004 - February 2006
College for Financial Planning October 2003 - March 2004
College for Financial Planning November 2001 - September 2003
College for Financial Planning July 2000 - October 2001
College for Financial Planning July 1998 - July 2000
Ultrasoft, Inc February 1997 - June 1998
UGC Consulting October 1995 - January 1997
Petroleum Information Corporation February 1991 - September 1995
Skills
Microsoft Office, Adobe Connect, Video Editing (Camtasia), Pearson LearningStudio, Accreditation..., Project Management, Contract Negotiation, Marketing Strategy, E-Learning, Distance Learning, Adult Education, Higher Education, Advertising, Strategic Planning, Staff Development, Marketing, Training
Education
University of Phoenix 2011 — 2011
Instructional Design, A
Apollo Corporate University 2010 — 2010
Certified Office Expert, A
New York University 1986 — 1986
Direct Mail Strategies, A
Lafayette College 1977 — 1981
Bachelor's degree, History
College for Financial Planning October 2011 - Present
College for Financial Planning March 2006 - September 2011
College for Financial Planning April 2004 - February 2006
College for Financial Planning October 2003 - March 2004
College for Financial Planning November 2001 - September 2003
College for Financial Planning July 2000 - October 2001
College for Financial Planning July 1998 - July 2000
Ultrasoft, Inc February 1997 - June 1998
UGC Consulting October 1995 - January 1997
Petroleum Information Corporation February 1991 - September 1995
Skills
Microsoft Office, Adobe Connect, Video Editing (Camtasia), Pearson LearningStudio, Accreditation..., Project Management, Contract Negotiation, Marketing Strategy, E-Learning, Distance Learning, Adult Education, Higher Education, Advertising, Strategic Planning, Staff Development, Marketing, Training
Education
University of Phoenix 2011 — 2011
Instructional Design, A
Apollo Corporate University 2010 — 2010
Certified Office Expert, A
New York University 1986 — 1986
Direct Mail Strategies, A
Lafayette College 1977 — 1981
Bachelor's degree, History
Adam Gardner Adam Gardner's College for Financial Planning Experience March 2000 - December 2001
Job Senior Manager (Technical Lead) at CoBank
Industry Information Technology and Services
Experience
CoBank August 2012 - Present
City of Edgewater November 2005 - November 2013
CoBank October 2011 - July 2012
CoBank January 2007 - September 2011
Denver Regional Council of Governments November 2009 - June 2011
CoBank August 2002 - January 2007
Cheat Code Central August 2001 - November 2005
College for Financial Planning March 2000 - December 2001
eCollege June 1999 - March 2000
Recycling Industries June 1998 - June 1999
Skills
Microsoft SQL Server, Microsoft Technologies, Management, HTML, Enterprise Architecture, SDLC, Databases, Web Applications, Requirements Analysis, Visual Studio, Program Management, Integration, Disaster Recovery, Business Analysis, Requirements Gathering
Education
Western Governors University 2011 — 2015
Bachelor of Science, Information Technology, Software Emphasis
University of Colorado at Boulder 1994 — 1995
N/A, Computer Science
Red Rocks Community College 1993 — 1994
N/A, General Studies
CoBank August 2012 - Present
City of Edgewater November 2005 - November 2013
CoBank October 2011 - July 2012
CoBank January 2007 - September 2011
Denver Regional Council of Governments November 2009 - June 2011
CoBank August 2002 - January 2007
Cheat Code Central August 2001 - November 2005
College for Financial Planning March 2000 - December 2001
eCollege June 1999 - March 2000
Recycling Industries June 1998 - June 1999
Skills
Microsoft SQL Server, Microsoft Technologies, Management, HTML, Enterprise Architecture, SDLC, Databases, Web Applications, Requirements Analysis, Visual Studio, Program Management, Integration, Disaster Recovery, Business Analysis, Requirements Gathering
Education
Western Governors University 2011 — 2015
Bachelor of Science, Information Technology, Software Emphasis
University of Colorado at Boulder 1994 — 1995
N/A, Computer Science
Red Rocks Community College 1993 — 1994
N/A, General Studies
Amy Howe Ost, CFP® Amy Howe Ost, CFP®'s College for Financial Planning Experience 1982 - 1994
Job Senior Product Manager Financial Planning at Morningstar
Industry Financial Services
Experience
Morningstar 2014 - Present
Morningstar 2011 - 2014
Morningstar 2008 - 2011
Morningstar 2002 - 2008
Morningstar 2000 - 2002
Ibbotson Associates 1996 - 2000
Irwin Professional Publishing 1994 - 1996
College for Financial Planning 1982 - 1994
Skills
Product Management, Product Development, Financial Modeling, Enterprise Software, Personal Financial..., Specification..., Business Requirements, Personnel Management, Strategic Planning, Investments, Portfolio Management, Mutual Funds, Financial Services, Program Management, Morningstar Direct, Management
Education
Regis University 1988 — 1994
Master of Business Administration (MBA), Marketing Strategy
College for Financial Planning 1983 — 1986
CFP Professional Education Program
University of Kentucky 1978 — 1982
Bachelor's degree, English
Morningstar 2014 - Present
Morningstar 2011 - 2014
Morningstar 2008 - 2011
Morningstar 2002 - 2008
Morningstar 2000 - 2002
Ibbotson Associates 1996 - 2000
Irwin Professional Publishing 1994 - 1996
College for Financial Planning 1982 - 1994
Skills
Product Management, Product Development, Financial Modeling, Enterprise Software, Personal Financial..., Specification..., Business Requirements, Personnel Management, Strategic Planning, Investments, Portfolio Management, Mutual Funds, Financial Services, Program Management, Morningstar Direct, Management
Education
Regis University 1988 — 1994
Master of Business Administration (MBA), Marketing Strategy
College for Financial Planning 1983 — 1986
CFP Professional Education Program
University of Kentucky 1978 — 1982
Bachelor's degree, English
Autumn Gasior's College for Financial Planning Experience July 2005 - July 2006
Job Director of Public Relations at City of Fishers
Industry Public Relations and Communications
Experience
City of Fishers December 2013 - Present
Hirons & Company - Employee Owned Public Relations & Advertising Agency November 2010 - November 2013
F.E. Harding Asphalt Company - Asphalt Paving & Maintenance Services August 2009 - November 2010
Indianapolis Indians - Triple-A Affiliate of the Pittsburgh Pirates February 2007 - July 2009
College for Financial Planning July 2005 - July 2006
Indianapolis Ice September 2001 - September 2004
Skills
Email Marketing, Brand Management, Internal Communications, Social Media, Event Planning, Public Relations, Marketing Strategy, Market Research, Marketing Communications, Advertising, Adobe Creative Suite, Web Content Management, SEO, Facebook, Social Media Marketing, Media Relations, Event Management, Strategic Communications, Marketing, Management, Strategic Planning, Strategy
Education
Butler University - College of Business Administration 1998 — 2002
Bachelor of Science (B.S.), Economics, Speech Communications
City of Fishers December 2013 - Present
Hirons & Company - Employee Owned Public Relations & Advertising Agency November 2010 - November 2013
F.E. Harding Asphalt Company - Asphalt Paving & Maintenance Services August 2009 - November 2010
Indianapolis Indians - Triple-A Affiliate of the Pittsburgh Pirates February 2007 - July 2009
College for Financial Planning July 2005 - July 2006
Indianapolis Ice September 2001 - September 2004
Skills
Email Marketing, Brand Management, Internal Communications, Social Media, Event Planning, Public Relations, Marketing Strategy, Market Research, Marketing Communications, Advertising, Adobe Creative Suite, Web Content Management, SEO, Facebook, Social Media Marketing, Media Relations, Event Management, Strategic Communications, Marketing, Management, Strategic Planning, Strategy
Education
Butler University - College of Business Administration 1998 — 2002
Bachelor of Science (B.S.), Economics, Speech Communications
Leslie Hoffman Carlton's College for Financial Planning Experience September 1998 - September 1999
Job Regional Sales Director Southwest & CA at TurboChef Technologies, Inc.
Industry Consumer Goods
Experience
TurboChef Technologies, Inc. June 2004 - Present
TurboChef Technologies, Inc. March 2009 - December 2013
Rio Bravo April 2001 - May 2004
Generation21 Learning Systems September 1999 - April 2001
College for Financial Planning September 1998 - September 1999
Skills
Lead Generation, Customer Service, Sales Management, Salesforce.com..., Public Relations, Marketing Communications, Marketing Strategy, Marketing Management, Sales Process, Food & Beverage, Food Service, Advertising, Content Development, Training, Public Speaking, Press Releases, Media Relations, Trade Show Strategy, Trade Shows, Lead Management, Event Management, PowerPoint, Microsoft Excel, Microsoft Publisher, News Writing, Business Networking, Sales Presentations, New Business Development, Sales Operations, Salesforce.com, Food, Marketing, Management, Direct Sales, Account Management, B2B, Forecasting, Time Management, Catering
Education
Georgia Southern University 1994 — 1998
Bachelor of Science, Public Relations
TurboChef Technologies, Inc. June 2004 - Present
TurboChef Technologies, Inc. March 2009 - December 2013
Rio Bravo April 2001 - May 2004
Generation21 Learning Systems September 1999 - April 2001
College for Financial Planning September 1998 - September 1999
Skills
Lead Generation, Customer Service, Sales Management, Salesforce.com..., Public Relations, Marketing Communications, Marketing Strategy, Marketing Management, Sales Process, Food & Beverage, Food Service, Advertising, Content Development, Training, Public Speaking, Press Releases, Media Relations, Trade Show Strategy, Trade Shows, Lead Management, Event Management, PowerPoint, Microsoft Excel, Microsoft Publisher, News Writing, Business Networking, Sales Presentations, New Business Development, Sales Operations, Salesforce.com, Food, Marketing, Management, Direct Sales, Account Management, B2B, Forecasting, Time Management, Catering
Education
Georgia Southern University 1994 — 1998
Bachelor of Science, Public Relations
Benita Creacy, CFP®, CDFA Benita Creacy, CFP®, CDFA's College for Financial Planning Experience 2009 - Present
Job Certified Financial Planning PractitionerTM
Industry Financial Services
Experience
Advanced Divorce Solutions, Inc. January 2015 - Present
College for Financial Planning 2009 - Present
DC & Associates, Inc. Advanced Financial Solutions March 2004 - Present
Skills
Retirement Planning, Wealth Management, Asset Allocation, Asset Management, Investment Strategies, Series 7, Investments, Insurance, Retirement, Mutual Funds, Portfolio Management, Investment Advisory, Financial Planning, Estate Planning, Financial Advisory, Securities, Small Business, Finance, Certified Divorce..., Accredited Domestic...
Education
Georgia State University - J. Mack Robinson College of Business 1985 — 1987
Bachelor of Business Administration (BBA), Management
Brookville High School 1974 — 1978
High School
Advanced Divorce Solutions, Inc. January 2015 - Present
College for Financial Planning 2009 - Present
DC & Associates, Inc. Advanced Financial Solutions March 2004 - Present
Skills
Retirement Planning, Wealth Management, Asset Allocation, Asset Management, Investment Strategies, Series 7, Investments, Insurance, Retirement, Mutual Funds, Portfolio Management, Investment Advisory, Financial Planning, Estate Planning, Financial Advisory, Securities, Small Business, Finance, Certified Divorce..., Accredited Domestic...
Education
Georgia State University - J. Mack Robinson College of Business 1985 — 1987
Bachelor of Business Administration (BBA), Management
Brookville High School 1974 — 1978
High School
Justin Lambert's College for Financial Planning Experience May 2013 - May 2014
Job Experienced in Higher Education, Musician
Industry Higher Education
Experience
University of Denver October 2014 - Present
Freelance Musician/Composer December 2002 - Present
University of Denver June 2014 - September 2014
College for Financial Planning May 2013 - May 2014
Employment Plus April 2012 - March 2013
Indiana University August 2011 - June 2012
"Many Happy Returns" by Gavin Daniel March 2012 - March 2012
Gulf Coast Jewish Family Services August 2011 - February 2012
New York University September 2010 - December 2010
Skills
Problem Analysis, Multicultural..., Customer Service, Oral & Written..., Final Cut Pro, Photoshop, Microsoft Office, Confidentiality, Ableton Live, Guitar, Music Theory, Sound Editing, Video Editing, Sound Design, OS X, Music Production, Composition, Administrative..., Music, Sound, Facebook, Musicians, iMovie, Interviews, Training, Recording, Film, Guitarist, Music Education, Pianist, Bass Guitar, Audio Editing, Finale, Performing Arts, Improvisation, Studio Recording, Editing, Songwriting, Entertainment, Band, Refugees
Education
University of Denver 2014 — 2018
Master's in Arts, Literature, and Culture
College of Charleston 1998 — 2002
Bachelor's Degree, Music
Indiana University Bloomington 2011 — 2012
Web Site Development Fundamentals Certificate, Excel 2010 End-User Certificate
Spartanburg Day School 1995 — 1998
High School Diploma
Carmel High School 1995 — 1995
University of Denver October 2014 - Present
Freelance Musician/Composer December 2002 - Present
University of Denver June 2014 - September 2014
College for Financial Planning May 2013 - May 2014
Employment Plus April 2012 - March 2013
Indiana University August 2011 - June 2012
"Many Happy Returns" by Gavin Daniel March 2012 - March 2012
Gulf Coast Jewish Family Services August 2011 - February 2012
New York University September 2010 - December 2010
Skills
Problem Analysis, Multicultural..., Customer Service, Oral & Written..., Final Cut Pro, Photoshop, Microsoft Office, Confidentiality, Ableton Live, Guitar, Music Theory, Sound Editing, Video Editing, Sound Design, OS X, Music Production, Composition, Administrative..., Music, Sound, Facebook, Musicians, iMovie, Interviews, Training, Recording, Film, Guitarist, Music Education, Pianist, Bass Guitar, Audio Editing, Finale, Performing Arts, Improvisation, Studio Recording, Editing, Songwriting, Entertainment, Band, Refugees
Education
University of Denver 2014 — 2018
Master's in Arts, Literature, and Culture
College of Charleston 1998 — 2002
Bachelor's Degree, Music
Indiana University Bloomington 2011 — 2012
Web Site Development Fundamentals Certificate, Excel 2010 End-User Certificate
Spartanburg Day School 1995 — 1998
High School Diploma
Carmel High School 1995 — 1995
Kiersten Betterton Kiersten Betterton's College for Financial Planning Experience September 2014 - Present
Job Editor at College for Financial Planning
Industry Writing and Editing
Experience
College for Financial Planning September 2014 - Present
SkyWest Airlines April 2010 - September 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Social Networking
Education
University of Colorado Colorado Springs 2006 — 2009
Bachelor's Degree, English Language and Literature/Letters, Cum Laude
Belmont University 2005 — 2005
Music Performance, General
College for Financial Planning September 2014 - Present
SkyWest Airlines April 2010 - September 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Social Networking
Education
University of Colorado Colorado Springs 2006 — 2009
Bachelor's Degree, English Language and Literature/Letters, Cum Laude
Belmont University 2005 — 2005
Music Performance, General
Michael Jansen Michael Jansen's College for Financial Planning Experience 1991 - Present
Job Director of Development at Texas State University
Industry Philanthropy
Experience
Texas State University October 2013 - Present
Harvard Business Review February 2012 - Present
Your Legacy June 2011 - Present
Harris Connect June 2011 - Present
College for Financial Planning 1991 - Present
Planned Giving Council of Central Texas 1987 - 2015
Planned Giving Council of Central Texas 1987 - 2015
Planned Giving Council of Central Texas 1987 - 2015
Thompson & Associates November 2011 - August 2014
Far Vela Estates November 2010 - November 2013
Skills
Financial Planning, Financial Analysis, Legacy Building, Change Management, Estate Planning, Policy/Procedure..., Fundraising, Non-profits, Strategic Planning, Public Speaking, Program Development, Staff Development, Team Building, Leadership Development, Budgeting, Philanthropy, Public Relations, Teaching, Customer Relations, Planning, Mentoring, Business Planning, Writing, Team Leadership, Board Development, Problem Solving, Research, Community Relations, Stewardship, New Business Development, Management Consulting, Conflict Resolution, Supervisory Skills, Administration, Policy, Customer Service, Program Management, Negotiation, Coaching, Nonprofits, Planned Giving, Strategic Financial..., Budgets, Grants, Volunteer Management, Management, Community Development, Project Planning, Community Outreach, Grant Writing
Education
University of Iowa 1989 — 1990
Doctor of Philosophy (Ph.D.) program (not degreed), Higher Education/Higher Education Administration, 3.50 out of 4.00
St. Ambrose University 1989 — 1991
Master of Accountancy, Accounting, 3.40 out of 4.00
St. Ambrose University 1987 — 1989
Master of Business Administration (MBA), Finance, General, 3.60 out of 4.00
College for Financial Planning 1988 — 1991
CFP, Comprehensive financial planning
St. Ambrose University 1972 — 1991
Bachelor of Arts, Accounting
Iowa State University 1971 — 1972
Electrical engineering
Thompson & Associates 2011 — 2011
Fellow in Charitable Estate Planning, Charitable Estate Planning
Assumption High School
Texas State University October 2013 - Present
Harvard Business Review February 2012 - Present
Your Legacy June 2011 - Present
Harris Connect June 2011 - Present
College for Financial Planning 1991 - Present
Planned Giving Council of Central Texas 1987 - 2015
Planned Giving Council of Central Texas 1987 - 2015
Planned Giving Council of Central Texas 1987 - 2015
Thompson & Associates November 2011 - August 2014
Far Vela Estates November 2010 - November 2013
Skills
Financial Planning, Financial Analysis, Legacy Building, Change Management, Estate Planning, Policy/Procedure..., Fundraising, Non-profits, Strategic Planning, Public Speaking, Program Development, Staff Development, Team Building, Leadership Development, Budgeting, Philanthropy, Public Relations, Teaching, Customer Relations, Planning, Mentoring, Business Planning, Writing, Team Leadership, Board Development, Problem Solving, Research, Community Relations, Stewardship, New Business Development, Management Consulting, Conflict Resolution, Supervisory Skills, Administration, Policy, Customer Service, Program Management, Negotiation, Coaching, Nonprofits, Planned Giving, Strategic Financial..., Budgets, Grants, Volunteer Management, Management, Community Development, Project Planning, Community Outreach, Grant Writing
Education
University of Iowa 1989 — 1990
Doctor of Philosophy (Ph.D.) program (not degreed), Higher Education/Higher Education Administration, 3.50 out of 4.00
St. Ambrose University 1989 — 1991
Master of Accountancy, Accounting, 3.40 out of 4.00
St. Ambrose University 1987 — 1989
Master of Business Administration (MBA), Finance, General, 3.60 out of 4.00
College for Financial Planning 1988 — 1991
CFP, Comprehensive financial planning
St. Ambrose University 1972 — 1991
Bachelor of Arts, Accounting
Iowa State University 1971 — 1972
Electrical engineering
Thompson & Associates 2011 — 2011
Fellow in Charitable Estate Planning, Charitable Estate Planning
Assumption High School
Dr. Andree C. Swanson, EdD, MHR, MAOM Dr. Andree C. Swanson, EdD, MHR, MAOM's College for Financial Planning Experience July 2004 - December 2013
Job BABL Program Chair // Assistant Professor // Leader // Researcher // Volunteer
Industry E-Learning
Experience
Ashford University April 2012 - Present
Kaplan University October 2009 - Present
AC Swanson Group May 2001 - Present
ComPsych January 2008 - December 2014
Apollo Education Group July 2004 - January 2014
Colorado Technical University July 2013 - December 2013
College for Financial Planning July 2004 - December 2013
Grand Canyon University September 2009 - April 2013
Colorado Technical University May 2004 - December 2012
Tax Help Colorado, Community College of Aurora July 2011 - March 2012
Skills
Educational Leadership, Leadership Development, Public Speaking, Learning Management..., eCollege, Instructor-led Training, Curriculum Development, Curriculum Mapping, Teacher Training, Faculty Development, Faculty Training, Faculty Management, Dragon Naturally..., Servant Leadership, Emotional Intelligence, Distance Learning, E-Learning, Staff Development, Recruiting, Learning Management, Management, Organizational..., Program Development, Classroom, Career Counseling, Courses, Needs Analysis, Academic Administration, Training, University Teaching, Educational Technology, Leadership, Research, Enrollment Management, Program Management, Resume Writing, Career Development, Admissions, Academia, Editing, Student Recruiting, College Teaching, Teaching Adults, Accreditation, Academic Advising, Student Counseling, Student Financial Aid, Student Development, Campus, Educational Consulting
Education
University of Phoenix 2003 — 2009
Ed.D., Educational Leadership with a focus on Distance Education
University of Phoenix 2000 — 2002
MAOM, Organizational Management
University of Oklahoma 1994 — 1995
MHR, Human Relations / Communications / Training
University of Maryland University College 1990 — 1992
BS, Business & Management
South High School, Denver, CO 1970 — 1976
Diploma, High School
Ashford University April 2012 - Present
Kaplan University October 2009 - Present
AC Swanson Group May 2001 - Present
ComPsych January 2008 - December 2014
Apollo Education Group July 2004 - January 2014
Colorado Technical University July 2013 - December 2013
College for Financial Planning July 2004 - December 2013
Grand Canyon University September 2009 - April 2013
Colorado Technical University May 2004 - December 2012
Tax Help Colorado, Community College of Aurora July 2011 - March 2012
Skills
Educational Leadership, Leadership Development, Public Speaking, Learning Management..., eCollege, Instructor-led Training, Curriculum Development, Curriculum Mapping, Teacher Training, Faculty Development, Faculty Training, Faculty Management, Dragon Naturally..., Servant Leadership, Emotional Intelligence, Distance Learning, E-Learning, Staff Development, Recruiting, Learning Management, Management, Organizational..., Program Development, Classroom, Career Counseling, Courses, Needs Analysis, Academic Administration, Training, University Teaching, Educational Technology, Leadership, Research, Enrollment Management, Program Management, Resume Writing, Career Development, Admissions, Academia, Editing, Student Recruiting, College Teaching, Teaching Adults, Accreditation, Academic Advising, Student Counseling, Student Financial Aid, Student Development, Campus, Educational Consulting
Education
University of Phoenix 2003 — 2009
Ed.D., Educational Leadership with a focus on Distance Education
University of Phoenix 2000 — 2002
MAOM, Organizational Management
University of Oklahoma 1994 — 1995
MHR, Human Relations / Communications / Training
University of Maryland University College 1990 — 1992
BS, Business & Management
South High School, Denver, CO 1970 — 1976
Diploma, High School
David M. Williams, CFP®， 王大卫 David M. Williams, CFP®， 王大卫's College for Financial Planning Experience January 1990 - December 1990
Job Comprehensive Personal Financial Planning and Wealth Management
Industry Financial Services
Experience
Wealth Strategies Group, Inc. June 2004 - Present
Business Enhancement Associates July 2003 - Present
TransEarth Group January 2011 - June 2011
FPA of the Mid-South 1996 - 2006
RBC TN-2 1990 - 2005
Regions Morgan Keegan Trust 2002 - 2003
Morgan Keegan & Co., Inc. 1999 - 2003
Kelman-Lazarov, Inc 1981 - 1999
College for Financial Planning January 1990 - December 1990
Skills
Finance, Management Consulting, Risk Management, Strategic Financial..., Business Planning, Small Business, Entrepreneurship, Strategic Planning, Investments, Analysis, Management, Funding, Executive Management, Mergers & Acquisitions, Financial Forecasting, Due Diligence, Leadership, Employee Benefits, Training, Asset Protection, Asset Management, Financial Services, Mergers, Budgets, Strategy, Managerial Finance, Project Planning, Asset Managment, Wealth, Credit, Tax, Financial Reporting, HNW Wealth Management, Team Building, Marketing, Marketing Strategy, Public Speaking, Customer Service, Wealth Management, Portfolio Management, Social Networking, Business Strategy, Consulting
Education
Theocratic Ministry School 1964 — 2022
Ongoing provision of education in congregations of Jehovah's Witnesses., Preparation for Field and Congregational Ministry., Designed to provide advancement on the individual level.
Johns Hopkins University - Bloomberg School of Public Health 2012 — 2012
Principles of Obesity Economics
University of Michigan 2012 — 2012
Finance, General
College for Financial Planning 1983 — 1985
CFP
Madison High School 1970 — 1974
Restaurant/Food Services Management
Wealth Strategies Group, Inc. June 2004 - Present
Business Enhancement Associates July 2003 - Present
TransEarth Group January 2011 - June 2011
FPA of the Mid-South 1996 - 2006
RBC TN-2 1990 - 2005
Regions Morgan Keegan Trust 2002 - 2003
Morgan Keegan & Co., Inc. 1999 - 2003
Kelman-Lazarov, Inc 1981 - 1999
College for Financial Planning January 1990 - December 1990
Skills
Finance, Management Consulting, Risk Management, Strategic Financial..., Business Planning, Small Business, Entrepreneurship, Strategic Planning, Investments, Analysis, Management, Funding, Executive Management, Mergers & Acquisitions, Financial Forecasting, Due Diligence, Leadership, Employee Benefits, Training, Asset Protection, Asset Management, Financial Services, Mergers, Budgets, Strategy, Managerial Finance, Project Planning, Asset Managment, Wealth, Credit, Tax, Financial Reporting, HNW Wealth Management, Team Building, Marketing, Marketing Strategy, Public Speaking, Customer Service, Wealth Management, Portfolio Management, Social Networking, Business Strategy, Consulting
Education
Theocratic Ministry School 1964 — 2022
Ongoing provision of education in congregations of Jehovah's Witnesses., Preparation for Field and Congregational Ministry., Designed to provide advancement on the individual level.
Johns Hopkins University - Bloomberg School of Public Health 2012 — 2012
Principles of Obesity Economics
University of Michigan 2012 — 2012
Finance, General
College for Financial Planning 1983 — 1985
CFP
Madison High School 1970 — 1974
Restaurant/Food Services Management
Barbara Munson's College for Financial Planning Experience 1991 - 1998
Job Editor and ghostwriter
Industry Writing and Editing
Experience
Munson Communications September 1998 - Present
Munson Communications June 1998 - Present
Colorado Independent Publishing Association 1998 - 2004
College for Financial Planning 1991 - 1998
Skills
Publishing, Ghostwriting, Non-fiction, Editing, Press Releases, Editorial, Publicity, Memoir, Books, Copywriting, Book Proposals, Promotions, Web Content, Short Stories, Novels, Journalism, Magazine Articles, Online Publishing, Feature Articles, Creative Writer, Publications, Literature, Freelance Writing, Proposal Writing, Poetry, Published Author, Content Management, Fiction Writing, Motivational Speaking, Newspapers, Creative Non-fiction, Fiction, New Media, AP Style, Travel Writing, Public Speaking, Social Networking, Interviews, Magazines, Social Media, Blogging, Facebook, Storytelling, Media Relations, Manuscript, Content Strategy, Newsletters, Content Development, Copy Editing, Creative Writing
Education
Maryville University of Saint Louis 1984 — 1988
BA, Communications
Munson Communications September 1998 - Present
Munson Communications June 1998 - Present
Colorado Independent Publishing Association 1998 - 2004
College for Financial Planning 1991 - 1998
Skills
Publishing, Ghostwriting, Non-fiction, Editing, Press Releases, Editorial, Publicity, Memoir, Books, Copywriting, Book Proposals, Promotions, Web Content, Short Stories, Novels, Journalism, Magazine Articles, Online Publishing, Feature Articles, Creative Writer, Publications, Literature, Freelance Writing, Proposal Writing, Poetry, Published Author, Content Management, Fiction Writing, Motivational Speaking, Newspapers, Creative Non-fiction, Fiction, New Media, AP Style, Travel Writing, Public Speaking, Social Networking, Interviews, Magazines, Social Media, Blogging, Facebook, Storytelling, Media Relations, Manuscript, Content Strategy, Newsletters, Content Development, Copy Editing, Creative Writing
Education
Maryville University of Saint Louis 1984 — 1988
BA, Communications
Patricia O'Healy,CFP's College for Financial Planning Experience September 1990 - August 1998
Job Financial Services Professional
Industry Financial Services
Experience
LFE Institute October 2011 - Present
O'Healy Financial Consulting 1990 - Present
Financial Knowledge June 1997 - March 2012
College for Financial Planning September 1990 - August 1998
Skills
Public Speaking, Training & Development, Financial Planning, Investments, Life Transitions..., Retirement, Personal Financial..., Retirement Planning, 401k, Strategic Financial..., Employee Benefits, Financial Coaching, Personal Finance, Team Building, Employee Training, Customer Service, Training, Estate Planning, Teaching, Budgets, Finance, Financial Education, Life Transitions, Financial Goals, Coaching, Leadership, Long-term Care
Education
University of San Francisco 1995 — 1997
Master of Arts (MA), Counseling Psychology
Woodbury University 1967 — 1970
Bachelor of Science (B.S.), Marketing
LFE Institute October 2011 - Present
O'Healy Financial Consulting 1990 - Present
Financial Knowledge June 1997 - March 2012
College for Financial Planning September 1990 - August 1998
Skills
Public Speaking, Training & Development, Financial Planning, Investments, Life Transitions..., Retirement, Personal Financial..., Retirement Planning, 401k, Strategic Financial..., Employee Benefits, Financial Coaching, Personal Finance, Team Building, Employee Training, Customer Service, Training, Estate Planning, Teaching, Budgets, Finance, Financial Education, Life Transitions, Financial Goals, Coaching, Leadership, Long-term Care
Education
University of San Francisco 1995 — 1997
Master of Arts (MA), Counseling Psychology
Woodbury University 1967 — 1970
Bachelor of Science (B.S.), Marketing
Eddie Hillard's College for Financial Planning Experience 1986 - 1989
Job Strategist, Innovator, Leader, Compassionate Capitalist
Industry Financial Services
Experience
Financial Database Services May 1989 - Present
College for Financial Planning 1986 - 1989
San Diego Community College District 1986 - 1989
Lowder Dowling and Hillard 1986 - 1989
San Diego State University 1986 - 1989
Maritz Travel Company 1982 - 1984
Skyranch for Boys 1981 - 1981
Skills
Strategic Planning, Business Planning, Crisis Management, Management Consulting, Executive Management, Process Improvement, Team Leadership, Financial Modeling
Education
Vistage International 2005 — 2015
Post Graduate, Business Strategy
San Diego State University-California State University 1988 — 1989
MSFS, Master of Science - Financial Services
University of Utah - David Eccles School of Business 1978 — 1982
BA Business, Finance
Financial Database Services May 1989 - Present
College for Financial Planning 1986 - 1989
San Diego Community College District 1986 - 1989
Lowder Dowling and Hillard 1986 - 1989
San Diego State University 1986 - 1989
Maritz Travel Company 1982 - 1984
Skyranch for Boys 1981 - 1981
Skills
Strategic Planning, Business Planning, Crisis Management, Management Consulting, Executive Management, Process Improvement, Team Leadership, Financial Modeling
Education
Vistage International 2005 — 2015
Post Graduate, Business Strategy
San Diego State University-California State University 1988 — 1989
MSFS, Master of Science - Financial Services
University of Utah - David Eccles School of Business 1978 — 1982
BA Business, Finance
Daniel Weiss, CAIA Daniel Weiss, CAIA's College for Financial Planning Experience November 2012 - Present
Job Vice President Head of Investment Due Diligence at National Planning Holdings
Industry Investment Management
Experience
College for Financial Planning November 2012 - Present
National Planning Holdings April 2011 - Present
Kaplan University 2004 - Present
National Planning Holdings July 2008 - May 2011
National Planning Holdings July 2008 - December 2010
Vestopia January 2007 - July 2008
Federal Street Advisors February 2006 - October 2007
Montgomery County 2004 - 2006
Lockheed Martin 2002 - 2004
MASA 2000 - 2002
Skills
Series 24, Series 7, CAIA, Alternative Investments, Mutual Funds, Investment Management, Due Diligence, Investments, Equities, Investment Strategies, Asset Allocation, Financial Services, Portfolio Management, Fixed Income, Asset Management, Strategic Financial..., Equity Research, Private Equity, Investment Banking, Finance, Financial Markets, Corporate Finance, Emerging Markets, Economics, Financial Advisory, Analysis, Retirement, Securities
Education
University of Maryland 1997 — 2000
Masters, International Finance
University of Maryland College Park 1993 — 1997
B.S., Finance
Bullis School 1990 — 1993
College for Financial Planning November 2012 - Present
National Planning Holdings April 2011 - Present
Kaplan University 2004 - Present
National Planning Holdings July 2008 - May 2011
National Planning Holdings July 2008 - December 2010
Vestopia January 2007 - July 2008
Federal Street Advisors February 2006 - October 2007
Montgomery County 2004 - 2006
Lockheed Martin 2002 - 2004
MASA 2000 - 2002
Skills
Series 24, Series 7, CAIA, Alternative Investments, Mutual Funds, Investment Management, Due Diligence, Investments, Equities, Investment Strategies, Asset Allocation, Financial Services, Portfolio Management, Fixed Income, Asset Management, Strategic Financial..., Equity Research, Private Equity, Investment Banking, Finance, Financial Markets, Corporate Finance, Emerging Markets, Economics, Financial Advisory, Analysis, Retirement, Securities
Education
University of Maryland 1997 — 2000
Masters, International Finance
University of Maryland College Park 1993 — 1997
B.S., Finance
Bullis School 1990 — 1993
Dean Jaquez Dean Jaquez's College for Financial Planning Experience April 2015 - Present
Job at
Industry Information Technology and Services
Experience
College for Financial Planning April 2015 - Present
College for Financial Planning July 2011 - April 2015
Royal Gorge Bridge & Park June 2006 - July 2011
Skystone & Silver February 2009 - June 2010
Skills
HTML, SQL, Web Development, C#, Web Applications, PHP, Networking, Technical Support, Teamwork, Windows, Customer Service, Programming, JavaScript, CSS
Education
Colorado State University-Pueblo 2009 — 2011
Bachelor of Science, Computer Information Systems
Pueblo Community College 2006 — 2009
Associates of Applied Science, Computer Information Systems
College for Financial Planning April 2015 - Present
College for Financial Planning July 2011 - April 2015
Royal Gorge Bridge & Park June 2006 - July 2011
Skystone & Silver February 2009 - June 2010
Skills
HTML, SQL, Web Development, C#, Web Applications, PHP, Networking, Technical Support, Teamwork, Windows, Customer Service, Programming, JavaScript, CSS
Education
Colorado State University-Pueblo 2009 — 2011
Bachelor of Science, Computer Information Systems
Pueblo Community College 2006 — 2009
Associates of Applied Science, Computer Information Systems
Ryan Edick, MBA's College for Financial Planning Experience March 2015 - Present
Job Enrollment Specialist at College for Financial Planning
Industry Education Management
Experience
College for Financial Planning March 2015 - Present
University of Phoenix November 2007 - March 2015
TruGreen LandCare April 2006 - October 2007
Pentagon Federal Credit Union September 2002 - May 2005
Skills
Admissions, Coaching, Staff Development, Enrollment Management, Leadership Development, Team Building, Customer Service, Student Financial Aid, Adult Education, Training, Student Recruiting, Distance Learning, Career Counseling, Public Speaking, Customer Satisfaction, Campus, Strategic Planning, Recruiting, Instructional Design, Team Leadership, Higher Education, Management, Employee Training, Supervisory Skills, Student Affairs, Academic Advising, PowerPoint, Marketing, Microsoft Word, Operations Management, CRM, Organizational..., Conflict Resolution, Critical Thinking, Resume Writing, E-Learning, College Recruiting, Sales Management, Banking Operations, Financial Aid, Microsoft Office, Budgets, Microsoft Excel, Event Planning, Sales, WebEx, Adobe Connect, Mentoring, Outlook, Human Resources
Education
University of Phoenix 2009 — 2010
Master of Business Administration (M.B.A.), Global Management, 3.61
University of Phoenix 2007 — 2008
Bachelors, Business Management, 3.67
University of Nebraska at Omaha 1998 — 2006
Business Administration and Management, General
College for Financial Planning March 2015 - Present
University of Phoenix November 2007 - March 2015
TruGreen LandCare April 2006 - October 2007
Pentagon Federal Credit Union September 2002 - May 2005
Skills
Admissions, Coaching, Staff Development, Enrollment Management, Leadership Development, Team Building, Customer Service, Student Financial Aid, Adult Education, Training, Student Recruiting, Distance Learning, Career Counseling, Public Speaking, Customer Satisfaction, Campus, Strategic Planning, Recruiting, Instructional Design, Team Leadership, Higher Education, Management, Employee Training, Supervisory Skills, Student Affairs, Academic Advising, PowerPoint, Marketing, Microsoft Word, Operations Management, CRM, Organizational..., Conflict Resolution, Critical Thinking, Resume Writing, E-Learning, College Recruiting, Sales Management, Banking Operations, Financial Aid, Microsoft Office, Budgets, Microsoft Excel, Event Planning, Sales, WebEx, Adobe Connect, Mentoring, Outlook, Human Resources
Education
University of Phoenix 2009 — 2010
Master of Business Administration (M.B.A.), Global Management, 3.61
University of Phoenix 2007 — 2008
Bachelors, Business Management, 3.67
University of Nebraska at Omaha 1998 — 2006
Business Administration and Management, General
Anna Carlucci Anna Carlucci's College for Financial Planning Experience 1997 - 1998
Job Senior Portfolio Manager/Client Portfolio Manager
Industry Investment Management
Experience
Ripple Effect Artists 2013 - 2013
Family Sabbatical 2010 - 2013
M&T Investment Group/MTBIA 2008 - 2010
Daruma Asset Management 2006 - 2007
Prudential Retirement (formerly CIGNA Retirement) 2001 - 2006
Commonfund Asset Management Company 1998 - 2000
College for Financial Planning 1997 - 1998
Conning Asset Management 1996 - 1996
Prudential Securities 1983 - 1995
Skills
Asset Allocation, Portfolio Construction..., Risk Management, Fund of Funds Management, Institutional Pension..., Marketing, Strategic Partnership..., Consultative Selling, Asset Retention, Investments, Selling, Strategic Partnerships, Portfolio Management, Fixed Income, Asset Managment, Fund Of Funds, Asset Management, Leadership, Mergers & Acquisitions, Series 63, Retirement, Institutional..., Defined Benefit, Trading, Pension Funds, Investment Advisory, Investment Strategies, Series 7, 401k, Defined Contribution, Retirement Planning, Capital Markets, Private Equity, Financial Modeling, Due Diligence, Mutual Funds, Equity Research, Bloomberg, Investment Management, Hedge Funds, Finance, Financial Risk, Equities, Hedging, Financial Advisory, Derivatives, Alternative Investments, Wealth Management, Financial Markets, Insurance
Education
Iona College
M.B.A., Finance
Mercy College
B.S., Accounting, Cum Laude
Ripple Effect Artists 2013 - 2013
Family Sabbatical 2010 - 2013
M&T Investment Group/MTBIA 2008 - 2010
Daruma Asset Management 2006 - 2007
Prudential Retirement (formerly CIGNA Retirement) 2001 - 2006
Commonfund Asset Management Company 1998 - 2000
College for Financial Planning 1997 - 1998
Conning Asset Management 1996 - 1996
Prudential Securities 1983 - 1995
Skills
Asset Allocation, Portfolio Construction..., Risk Management, Fund of Funds Management, Institutional Pension..., Marketing, Strategic Partnership..., Consultative Selling, Asset Retention, Investments, Selling, Strategic Partnerships, Portfolio Management, Fixed Income, Asset Managment, Fund Of Funds, Asset Management, Leadership, Mergers & Acquisitions, Series 63, Retirement, Institutional..., Defined Benefit, Trading, Pension Funds, Investment Advisory, Investment Strategies, Series 7, 401k, Defined Contribution, Retirement Planning, Capital Markets, Private Equity, Financial Modeling, Due Diligence, Mutual Funds, Equity Research, Bloomberg, Investment Management, Hedge Funds, Finance, Financial Risk, Equities, Hedging, Financial Advisory, Derivatives, Alternative Investments, Wealth Management, Financial Markets, Insurance
Education
Iona College
M.B.A., Finance
Mercy College
B.S., Accounting, Cum Laude
Marti Kirschbaum Markus Marti Kirschbaum Markus's College for Financial Planning Experience February 2012 - Present
Job National Sales Director at College for Financial Planning
Industry Consumer Services
Experience
College for Financial Planning February 2012 - Present
RECOP, Inc. January 2011 - February 2012
Golden Boy Foods LP 2009 - December 2010
Kashi/Kellogg 2008 - 2009
Kellogg 2006 - 2008
Philip Morris 2000 - 2003
Philip Morris USA 1999 - 2000
Skills
Sales, Pricing, Cross-functional Team..., Retail, New Business Development, Pricing Strategy, Grocery, Budgets, Shopper Marketing, Marketing, Account Management, Program Management, Analysis, Forecasting, Nielsen, Advertising, Consumer Products
Education
University of Florida
BS with Highest Honors, Advertising
University of Florida
MAMC with Distinction, Advertising Thesis Track
College for Financial Planning February 2012 - Present
RECOP, Inc. January 2011 - February 2012
Golden Boy Foods LP 2009 - December 2010
Kashi/Kellogg 2008 - 2009
Kellogg 2006 - 2008
Philip Morris 2000 - 2003
Philip Morris USA 1999 - 2000
Skills
Sales, Pricing, Cross-functional Team..., Retail, New Business Development, Pricing Strategy, Grocery, Budgets, Shopper Marketing, Marketing, Account Management, Program Management, Analysis, Forecasting, Nielsen, Advertising, Consumer Products
Education
University of Florida
BS with Highest Honors, Advertising
University of Florida
MAMC with Distinction, Advertising Thesis Track
Heidi Van Anderson - MBA, ITIL Heidi Van Anderson - MBA, ITIL's College for Financial Planning Experience July 2013 - August 2014
Job Project Manager at Lewan Technology
Industry Information Technology and Services
Experience
Lewan Technology April 2015 - Present
Lewan Technology August 2014 - March 2015
College for Financial Planning July 2013 - August 2014
College for Financial Planning October 2012 - July 2013
The College for Financial Planning July 2011 - October 2012
College for Financial Planning March 2010 - July 2011
Skills
Customer Service, Leadership, Staff Development, Leadership Development, Sales Support, Enrollment Management, Higher Education, Admissions, Microsoft Office, Sales, Adult Education, Student Counseling, Sales Operations, High Level Of Accuracy, Management, Database Administration, Distance Learning, Training, Customer Retention, Operational Efficiency, Marketing, Collaborative Problem..., Staff Training, Project Management, Strategy, Team Building
Education
University of Phoenix 2013 — 2014
Graduate Project Management Certificate, Project Management, 3.7
University of Phoenix 2011 — 2012
MBA, 3.64
Westwood College of Technology 2006 — 2008
Bachelor of Business Administration (B.B.A.), Emphasis in Fashion Merchandising, 3.82
ITIL
ITIL Foundations
Lewan Technology April 2015 - Present
Lewan Technology August 2014 - March 2015
College for Financial Planning July 2013 - August 2014
College for Financial Planning October 2012 - July 2013
The College for Financial Planning July 2011 - October 2012
College for Financial Planning March 2010 - July 2011
Skills
Customer Service, Leadership, Staff Development, Leadership Development, Sales Support, Enrollment Management, Higher Education, Admissions, Microsoft Office, Sales, Adult Education, Student Counseling, Sales Operations, High Level Of Accuracy, Management, Database Administration, Distance Learning, Training, Customer Retention, Operational Efficiency, Marketing, Collaborative Problem..., Staff Training, Project Management, Strategy, Team Building
Education
University of Phoenix 2013 — 2014
Graduate Project Management Certificate, Project Management, 3.7
University of Phoenix 2011 — 2012
MBA, 3.64
Westwood College of Technology 2006 — 2008
Bachelor of Business Administration (B.B.A.), Emphasis in Fashion Merchandising, 3.82
ITIL
ITIL Foundations
Jason Brunner's College for Financial Planning Experience January 2014 - December 2014
Job Director of Assessment at University of Colorado Skaggs School of Pharmacy and Pharmaceutical Sciences
Industry Education Management
Experience
University of Colorado Skaggs School of Pharmacy and Pharmaceutical Sciences January 2015 - Present
College for Financial Planning January 2014 - December 2014
College for Financial Planning March 2012 - December 2014
Colorado Department of Transportation June 2011 - February 2012
Regis University August 2010 - June 2011
U.S. Army Research Institute June 2006 - August 2010
Barton Community College May 2007 - June 2009
Skills
Leadership Development, Research, Leadership, Data Analysis, Program Evaluation, Analysis, Statistics, Curriculum Design, Instructional Design, Qualitative Research, Staff Development, Program Management, Strategic Planning, Program Development, Higher Education, Teaching, Distance Learning, Research Design, SPSS, Survey Design, Adult Education, Psychology, Organizational..., Job Analysis, Curriculum Development, Curriculum Assessment, Engagement
Education
Kansas State University 2008 — 2010
Ph.D., Industrial/Organizational Psychology
Kansas State University 2005 — 2008
M.S., Industrial/Organizational Psychology
University of Colorado Colorado Springs 2001 — 2005
B.A., Psychology
Regis Jesuit High School 1997 — 2001
University of Colorado Skaggs School of Pharmacy and Pharmaceutical Sciences January 2015 - Present
College for Financial Planning January 2014 - December 2014
College for Financial Planning March 2012 - December 2014
Colorado Department of Transportation June 2011 - February 2012
Regis University August 2010 - June 2011
U.S. Army Research Institute June 2006 - August 2010
Barton Community College May 2007 - June 2009
Skills
Leadership Development, Research, Leadership, Data Analysis, Program Evaluation, Analysis, Statistics, Curriculum Design, Instructional Design, Qualitative Research, Staff Development, Program Management, Strategic Planning, Program Development, Higher Education, Teaching, Distance Learning, Research Design, SPSS, Survey Design, Adult Education, Psychology, Organizational..., Job Analysis, Curriculum Development, Curriculum Assessment, Engagement
Education
Kansas State University 2008 — 2010
Ph.D., Industrial/Organizational Psychology
Kansas State University 2005 — 2008
M.S., Industrial/Organizational Psychology
University of Colorado Colorado Springs 2001 — 2005
B.A., Psychology
Regis Jesuit High School 1997 — 2001
Diane Brening's College for Financial Planning Experience January 2007 - May 2013
Job Technical Program Assistant at LASP (Laboratory for Atmospheric and Space Physics)
Industry Aviation & Aerospace
Experience
LASP (Laboratory for Atmospheric and Space Physics) July 2015 - Present
LSI Corporation August 2013 - July 2015
College for Financial Planning January 2007 - May 2013
LSI March 1999 - December 2006
Agere Systems Inc. 2002 - 2005
Skills
Storage, Hard Drives, Cross-functional Team..., Product Development, Engineering Management, Device Drivers, Semiconductors, Account Planning, Reliability, PCB design, Business Development, Electrical Engineering, Analog, Negotiation, International Sales
Education
College for Financial Planning 2006 — 2012
CFP Candidate, Financial Planning and Services
University of Colorado at Boulder 1991 — 1993
MS, Electrical Engineering
Kettering University 1984 — 1989
BS, Electrical Engineering
LASP (Laboratory for Atmospheric and Space Physics) July 2015 - Present
LSI Corporation August 2013 - July 2015
College for Financial Planning January 2007 - May 2013
LSI March 1999 - December 2006
Agere Systems Inc. 2002 - 2005
Skills
Storage, Hard Drives, Cross-functional Team..., Product Development, Engineering Management, Device Drivers, Semiconductors, Account Planning, Reliability, PCB design, Business Development, Electrical Engineering, Analog, Negotiation, International Sales
Education
College for Financial Planning 2006 — 2012
CFP Candidate, Financial Planning and Services
University of Colorado at Boulder 1991 — 1993
MS, Electrical Engineering
Kettering University 1984 — 1989
BS, Electrical Engineering
Peter Aleksandrowicz MS, ATA, ATP, RFC's College for Financial Planning Experience September 1994 - December 1996
Job President, Aleksandrowicz Advisors, Inc.
Industry Investment Management
Experience
Aleksandrowicz Advisors, Inc. April 1993 - Present
WRP investments, Inc February 2006 - June 2014
Fredonia Chamber of Commerce 2013 - 2014
Fredonia Chamber of Commerce 2013 - 2014
Fredonia Chamber of Commerce 2013 - 2014
Villa Maria College, Buffalo, NY September 2000 - May 2003
College for Financial Planning September 1994 - December 1996
Hamburg senior High School January 1988 - June 1993
Hamburg Jr High September 1975 - January 1988
Skills
Investments, Financial Planning, Retirement Planning, Tax, Writing, Strategic Financial..., Public Speaking, Portfolio Management, Teaching, Non-profits, Nonprofits, Market Research, Insurance, Marketing, Customer Service, Strategic Planning, Leadership, Financial Advisory, Management, Coaching, Business Planning, Financial Analysis, Public Relations, Mutual Funds, Marketing Strategy, Microsoft Excel, Fundraising, Social Media, Budgets, Research, Team Building, Small Business, Leadership Development, Analysis, Finance, Event Planning, Retirement, Time Management, Fixed Annuities, Wealth Accumulation, Long Term Care Insurance, Term Life Insurance, Series 63, IRAs, Series 7, Asset Allocation, Wealth, Disability Insurance, Financial Services
Education
College for Financial Planning 1990 — 1993
MS, Financial Planning
State University of New York College at Fredonia 1968 — 1972
BA, English
Frontier central
Hamburg High School
Aleksandrowicz Advisors, Inc. April 1993 - Present
WRP investments, Inc February 2006 - June 2014
Fredonia Chamber of Commerce 2013 - 2014
Fredonia Chamber of Commerce 2013 - 2014
Fredonia Chamber of Commerce 2013 - 2014
Villa Maria College, Buffalo, NY September 2000 - May 2003
College for Financial Planning September 1994 - December 1996
Hamburg senior High School January 1988 - June 1993
Hamburg Jr High September 1975 - January 1988
Skills
Investments, Financial Planning, Retirement Planning, Tax, Writing, Strategic Financial..., Public Speaking, Portfolio Management, Teaching, Non-profits, Nonprofits, Market Research, Insurance, Marketing, Customer Service, Strategic Planning, Leadership, Financial Advisory, Management, Coaching, Business Planning, Financial Analysis, Public Relations, Mutual Funds, Marketing Strategy, Microsoft Excel, Fundraising, Social Media, Budgets, Research, Team Building, Small Business, Leadership Development, Analysis, Finance, Event Planning, Retirement, Time Management, Fixed Annuities, Wealth Accumulation, Long Term Care Insurance, Term Life Insurance, Series 63, IRAs, Series 7, Asset Allocation, Wealth, Disability Insurance, Financial Services
Education
College for Financial Planning 1990 — 1993
MS, Financial Planning
State University of New York College at Fredonia 1968 — 1972
BA, English
Frontier central
Hamburg High School
Jan Payne's College for Financial Planning Experience May 2013 - Present
Job Investigator/Researcher | Problem solver | Trainer | Facilitator | Mentor | Strategist
Industry Management Consulting
Experience
Confidential Consulting firm May 2004 - Present
College for Financial Planning May 2013 - Present
University of Phoenix November 2005 - Present
College for Financial Planning February 2006 - October 2014
University of Phoenix June 2000 - September 2005
Jakarta International School August 1995 - June 1998
Saudi Arabian International School August 1990 - June 1995
Skills
Public Speaking, Leadership, Training, Leadership Development, Strategic Planning, Higher Education, Coaching, Adult Education, Staff Development, Nonprofits, Administration, Customer Service, Workshops, Recruiting, Philanthropy, Student Recruiting, Business Strategy, E-Learning, Teaching, Distance Learning, Research, Curriculum Development, Curriculum Design, Organizational..., Team Building, Strategy, Program Development, Program Management, Management, Educational Leadership, Classroom, Microsoft Office, Teacher Training, Conflict Resolution, Instructional Design
Education
University of Phoenix 2000 — 2002
Masters of Business Administration, e-business
Wichita State University
Bachelor's Degree, Music Education
Confidential Consulting firm May 2004 - Present
College for Financial Planning May 2013 - Present
University of Phoenix November 2005 - Present
College for Financial Planning February 2006 - October 2014
University of Phoenix June 2000 - September 2005
Jakarta International School August 1995 - June 1998
Saudi Arabian International School August 1990 - June 1995
Skills
Public Speaking, Leadership, Training, Leadership Development, Strategic Planning, Higher Education, Coaching, Adult Education, Staff Development, Nonprofits, Administration, Customer Service, Workshops, Recruiting, Philanthropy, Student Recruiting, Business Strategy, E-Learning, Teaching, Distance Learning, Research, Curriculum Development, Curriculum Design, Organizational..., Team Building, Strategy, Program Development, Program Management, Management, Educational Leadership, Classroom, Microsoft Office, Teacher Training, Conflict Resolution, Instructional Design
Education
University of Phoenix 2000 — 2002
Masters of Business Administration, e-business
Wichita State University
Bachelor's Degree, Music Education
Sidney Jacobsen's College for Financial Planning Experience 1985 - 1988
Job Law Offices of Sidney Jacobsen
Industry Law Practice
Experience
Cantaria Insurance Services 2005 - Present
FNRA/NASD 1985 - Present
Law Offices of Sidney Jacobsen 1977 - Present
University of Notre Dame 1989 - 1992
Golden Gate University 1985 - 1988
College for Financial Planning 1985 - 1988
Skills
Commercial Litigation, Trusts, Estate Planning, Tax Law, Financial Planners, Investments, Insurance, Life Insurance
Education
University of Notre Dame 1971 — 1975
JD & MBA, Finance, Economics
UCLA 1967 — 1971
A.B., Political Science, GeoPolitics
Cantaria Insurance Services 2005 - Present
FNRA/NASD 1985 - Present
Law Offices of Sidney Jacobsen 1977 - Present
University of Notre Dame 1989 - 1992
Golden Gate University 1985 - 1988
College for Financial Planning 1985 - 1988
Skills
Commercial Litigation, Trusts, Estate Planning, Tax Law, Financial Planners, Investments, Insurance, Life Insurance
Education
University of Notre Dame 1971 — 1975
JD & MBA, Finance, Economics
UCLA 1967 — 1971
A.B., Political Science, GeoPolitics
Kristie Koehn's College for Financial Planning Experience January 2012 - Present
Job Enrollment Advisor at College for Financial Planning
Industry Education Management
Experience
College for Financial Planning January 2012 - Present
College for Financial Planning March 2010 - December 2011
Power Product Technologies, Inc October 2009 - March 2010
Pampered Passions Fine Lingerie October 2008 - October 2009
NAS Recruitment Communications September 2007 - October 2008
RE/MAX International April 2005 - September 2007
Skills
Adult Education, College Recruiting, Microsoft Office, Account Management, Marketing, Higher Education, Microsoft Excel, Building Relationships, Public Speaking
Education
University of Phoenix 2011 — 2013
MBA
University of Northern Colorado 2001 — 2004
BA, Journalism Mass Communications
Adams State University 2000 — 2001
College for Financial Planning January 2012 - Present
College for Financial Planning March 2010 - December 2011
Power Product Technologies, Inc October 2009 - March 2010
Pampered Passions Fine Lingerie October 2008 - October 2009
NAS Recruitment Communications September 2007 - October 2008
RE/MAX International April 2005 - September 2007
Skills
Adult Education, College Recruiting, Microsoft Office, Account Management, Marketing, Higher Education, Microsoft Excel, Building Relationships, Public Speaking
Education
University of Phoenix 2011 — 2013
MBA
University of Northern Colorado 2001 — 2004
BA, Journalism Mass Communications
Adams State University 2000 — 2001
Lindy Schneider's College for Financial Planning Experience July 2015 - Present
Job Enrollment Specialist at College for Financial Planning
Industry Higher Education
Experience
College for Financial Planning July 2015 - Present
Freelance May 1985 - Present
Lindys Books August 2001 - Present
Jones International University January 2014 - July 2015
Forits Online November 2013 - December 2013
University of Phoenix February 2013 - November 2013
Montana State University August 1999 - August 2001
Skills
Public Speaking, Books, Creative Writing, Publishing, Art, Teaching, Writing, Editing, Published Author, Illustrator, Blogging, Newsletters, Storytelling, Copywriting, Screenwriting, Illustration, Crowdfunding, Magazines, Student Counseling, Social Media, Social Networking, Freelance Writing, Film, Publications, Public Relations, Stories, Fiction, Editorial, Television, Publicity, Press Releases, Facebook, Fiction Writing, Photoshop, Social Media Marketing, Non-fiction, Photography, Scriptwriting, Entertainment
Education
University of Tulsa 1971 — 1975
Bachelor of Fine Arts, Graphic Design & Illustration
American Academy of Art
Illustration
College for Financial Planning July 2015 - Present
Freelance May 1985 - Present
Lindys Books August 2001 - Present
Jones International University January 2014 - July 2015
Forits Online November 2013 - December 2013
University of Phoenix February 2013 - November 2013
Montana State University August 1999 - August 2001
Skills
Public Speaking, Books, Creative Writing, Publishing, Art, Teaching, Writing, Editing, Published Author, Illustrator, Blogging, Newsletters, Storytelling, Copywriting, Screenwriting, Illustration, Crowdfunding, Magazines, Student Counseling, Social Media, Social Networking, Freelance Writing, Film, Publications, Public Relations, Stories, Fiction, Editorial, Television, Publicity, Press Releases, Facebook, Fiction Writing, Photoshop, Social Media Marketing, Non-fiction, Photography, Scriptwriting, Entertainment
Education
University of Tulsa 1971 — 1975
Bachelor of Fine Arts, Graphic Design & Illustration
American Academy of Art
Illustration
Kara L. Stewart's College for Financial Planning Experience 1986 - 1994
Job Corporate Communications Professional, Technical Writing & Editing, Proposal Writing, Project Management
Industry Writing and Editing
Experience
Harnessing the Power of Words, LLC 1998 - Present
Catamount Constructors April 2009 - November 2013
CH2M HILL 2002 - 2008
Archstone 2001 - 2001
Convergent Group 2000 - 2001
National Renewable Energy Laboratory 1994 - 2000
College for Financial Planning 1986 - 1994
Skills
technical writing, grant writing, organizational..., technical editing, employee communication, web content..., article and feature..., nonfiction book writing, nonfiction book editing, copy editing, content editing, proofreading, research, data..., corporate communications, project management, ghost writing, harnessing the power of..., Marketing Communications, Business Development, Proposal Writing, Project Planning, Project Management, Corporate Communications, Technical Writing, Marketing, Copywriting, Editing, Public Relations, Technical Editing, Internal Communications, Grant Writing, Proofreading, Content Management, Copy Editing, Organizational..., Press Releases, Public Speaking
Education
Colorado College
B.A., English
University of Denver
M.S.S., Applied Communication (Organizational Communication with Public Relations minor), 4.0 GPA
Harnessing the Power of Words, LLC 1998 - Present
Catamount Constructors April 2009 - November 2013
CH2M HILL 2002 - 2008
Archstone 2001 - 2001
Convergent Group 2000 - 2001
National Renewable Energy Laboratory 1994 - 2000
College for Financial Planning 1986 - 1994
Skills
technical writing, grant writing, organizational..., technical editing, employee communication, web content..., article and feature..., nonfiction book writing, nonfiction book editing, copy editing, content editing, proofreading, research, data..., corporate communications, project management, ghost writing, harnessing the power of..., Marketing Communications, Business Development, Proposal Writing, Project Planning, Project Management, Corporate Communications, Technical Writing, Marketing, Copywriting, Editing, Public Relations, Technical Editing, Internal Communications, Grant Writing, Proofreading, Content Management, Copy Editing, Organizational..., Press Releases, Public Speaking
Education
Colorado College
B.A., English
University of Denver
M.S.S., Applied Communication (Organizational Communication with Public Relations minor), 4.0 GPA
Cindy Shnaider's College for Financial Planning Experience January 2014 - Present
Job CoChair of the Graduate Studies Program at College for Financial Planning
Industry Education Management
Experience
College for Financial Planning January 2014 - Present
College for Financial Planning June 2000 - January 2014
Skills
Curriculum Development, University Teaching, Distance Learning, Admissions, Adult Education, Staff Development, Higher Education, Public Speaking, Student Counseling, Leadership
Education
College for Financial Planning 2007 — 2009
MSF, Finance
University of Phoenix 2003 — 2006
BS, Finance
College for Financial Planning January 2014 - Present
College for Financial Planning June 2000 - January 2014
Skills
Curriculum Development, University Teaching, Distance Learning, Admissions, Adult Education, Staff Development, Higher Education, Public Speaking, Student Counseling, Leadership
Education
College for Financial Planning 2007 — 2009
MSF, Finance
University of Phoenix 2003 — 2006
BS, Finance
Mandell Winter Jr's College for Financial Planning Experience 1992 - 2013
Job Recycler at Recycle Your $tuff
Industry E-Learning
Experience
Recycle Your $tuff May 2001 - Present
It's Always Winter April 2000 - Present
College for Financial Planning 1992 - 2013
It's Aways Winter 2000 - 2012
Trunk Full of Treasures 2008 - 2011
Mass Mutual & The New England 1988 - 2004
United States Air Force 1972 - 1975
Skills
Training, Coaching, Insurance, Public Speaking, Sales, Microsoft Office, Selling, Microsoft Excel, Strategic Financial..., PowerPoint, Teaching, Photography, Project Management, Social Networking, Customer Service, Strategic Planning, Team Leadership, Social Media Marketing, Team Building
Education
Golden Gate University 1973 — 1974
MBA, Business
University of Colorado at Boulder 1967 — 1972
BS, Business - Orgainizational Behavior
Recycle Your $tuff May 2001 - Present
It's Always Winter April 2000 - Present
College for Financial Planning 1992 - 2013
It's Aways Winter 2000 - 2012
Trunk Full of Treasures 2008 - 2011
Mass Mutual & The New England 1988 - 2004
United States Air Force 1972 - 1975
Skills
Training, Coaching, Insurance, Public Speaking, Sales, Microsoft Office, Selling, Microsoft Excel, Strategic Financial..., PowerPoint, Teaching, Photography, Project Management, Social Networking, Customer Service, Strategic Planning, Team Leadership, Social Media Marketing, Team Building
Education
Golden Gate University 1973 — 1974
MBA, Business
University of Colorado at Boulder 1967 — 1972
BS, Business - Orgainizational Behavior
David Boyd, MSOL's College for Financial Planning Experience November 2009 - April 2013
Job Senior Consultant
Industry Education Management
Experience
Pearson April 2015 - Present
Pearson North America June 2013 - Present
College for Financial Planning November 2009 - April 2013
CSU-Global Campus July 2009 - October 2009
The Connecticut School of Broadcasting September 2008 - February 2009
College America October 2007 - February 2008
Skills
Public Speaking, Community Outreach, Event Planning, Public Relations, Non-profits, Fundraising, Social Media, Higher Education, Teaching, Event Management, Volunteer Management, Research, Program Development, Microsoft Office, Admissions, Social Networking, Nonprofits, Leadership Development, Student Counseling, PowerPoint, Marketing, Career Counseling, Program Management, Coaching, Social Media Marketing, Training, Leadership
Education
Regis University 2010 — 2012
Master's of Science, Organizational Leadership, 3.86
Regis University 2010 — 2011
Executive Leadership Certificate, Organizational Leadership
Fisk University
Bachelor's of Science, Business Administration and Management, General
Thomas Jefferson High School - Denver, CO 1996 — 2000
Pearson April 2015 - Present
Pearson North America June 2013 - Present
College for Financial Planning November 2009 - April 2013
CSU-Global Campus July 2009 - October 2009
The Connecticut School of Broadcasting September 2008 - February 2009
College America October 2007 - February 2008
Skills
Public Speaking, Community Outreach, Event Planning, Public Relations, Non-profits, Fundraising, Social Media, Higher Education, Teaching, Event Management, Volunteer Management, Research, Program Development, Microsoft Office, Admissions, Social Networking, Nonprofits, Leadership Development, Student Counseling, PowerPoint, Marketing, Career Counseling, Program Management, Coaching, Social Media Marketing, Training, Leadership
Education
Regis University 2010 — 2012
Master's of Science, Organizational Leadership, 3.86
Regis University 2010 — 2011
Executive Leadership Certificate, Organizational Leadership
Fisk University
Bachelor's of Science, Business Administration and Management, General
Thomas Jefferson High School - Denver, CO 1996 — 2000
LaKenya Taylor, MBA's College for Financial Planning Experience August 2014 - Present
Job Accounting Supervisor, College for Financial Planning
Industry Education Management
Experience
College for Financial Planning August 2014 - Present
The College for Financial Planning June 2011 - August 2014
The College for Financial Planning July 2007 - May 2011
Skills
Strategic Planning, Accounting, Public Speaking, Forecasting, Strategic Financial..., Financial Analysis, Auditing, General Ledger, Finance, Investments, Financial Reporting, Microsoft Office, Microsoft Excel, Financial Accounting, Leadership, Accounts Payable, Account Reconciliation, Business Analysis, Accounts Receivable, Customer Service, Balance, Bookkeeping
Education
University of Phoenix 2011 — 2013
Masters, MBA
University of Phoenix 2008 — 2010
Bachelors, accounting
College for Financial Planning August 2014 - Present
The College for Financial Planning June 2011 - August 2014
The College for Financial Planning July 2007 - May 2011
Skills
Strategic Planning, Accounting, Public Speaking, Forecasting, Strategic Financial..., Financial Analysis, Auditing, General Ledger, Finance, Investments, Financial Reporting, Microsoft Office, Microsoft Excel, Financial Accounting, Leadership, Accounts Payable, Account Reconciliation, Business Analysis, Accounts Receivable, Customer Service, Balance, Bookkeeping
Education
University of Phoenix 2011 — 2013
Masters, MBA
University of Phoenix 2008 — 2010
Bachelors, accounting
Hugh McBride's College for Financial Planning Experience 2000 - 2002
Job Independent Education Management Professional
Industry
Experience
COLLEGE FOR FINANCIAL PLANNING 2000 - 2002
University of Phoenix 1996 - 2000
Education
Syracuse University - Martin J. Whitman School of Management 1972 — 1973
MBA, Finance/Controller
COLLEGE FOR FINANCIAL PLANNING 2000 - 2002
University of Phoenix 1996 - 2000
Education
Syracuse University - Martin J. Whitman School of Management 1972 — 1973
MBA, Finance/Controller
Kristen MacKenzie, CFP's College for Financial Planning Experience July 2014 - Present
Job Associate Professor at College for Financial Planning
Industry Financial Services
Experience
College for Financial Planning July 2014 - Present
TIAA-CREF January 2013 - July 2014
TIAA-CREF November 2006 - January 2013
Insurance and Securities School of America October 2003 - November 2005
MetLife Resources April 2001 - December 2002
JP Morgan Advisors, Inc March 2000 - March 2001
TIAA-CREF July 1994 - March 2000
Skills
Wealth Management, Asset Allocation, Investments, IRAs, Life & Health Insurance..., Pensions, Strategic Financial..., Investment Advisory, Investment Strategies, Asset Managment, Defined Benefit, Variable Annuities, Financial Advisory, Asset Management, Financial Services
Education
University of Colorado 1995 — 1998
MBA
University of Colorado Denver 1994 — 1998
Master of Business Administration (MBA), Finance, General
The University of Connecticut 1989 — 1993
Bachelor of Arts (B.A.), Economics
College for Financial Planning July 2014 - Present
TIAA-CREF January 2013 - July 2014
TIAA-CREF November 2006 - January 2013
Insurance and Securities School of America October 2003 - November 2005
MetLife Resources April 2001 - December 2002
JP Morgan Advisors, Inc March 2000 - March 2001
TIAA-CREF July 1994 - March 2000
Skills
Wealth Management, Asset Allocation, Investments, IRAs, Life & Health Insurance..., Pensions, Strategic Financial..., Investment Advisory, Investment Strategies, Asset Managment, Defined Benefit, Variable Annuities, Financial Advisory, Asset Management, Financial Services
Education
University of Colorado 1995 — 1998
MBA
University of Colorado Denver 1994 — 1998
Master of Business Administration (MBA), Finance, General
The University of Connecticut 1989 — 1993
Bachelor of Arts (B.A.), Economics
Ernest Luoma's College for Financial Planning Experience July 2014 - Present
Job Grad Student at College for Financial Planning
Industry Financial Services
Experience
College for Financial Planning July 2014 - Present
Skills
Special Operations, Military Operations, DoD, Military, Military Experience, Security Clearance, Defense, Force Protection, National Security, Top Secret, Military Training, Information Assurance, Intelligence Analysis, Operational Planning, Air Force, Command
Education
College for Financial Planning 2014 — 2017
Master's Degree, Personal Financial Planning
Thomas Edison State College 2006 — 2007
BA, Liberal Arts
College for Financial Planning July 2014 - Present
Skills
Special Operations, Military Operations, DoD, Military, Military Experience, Security Clearance, Defense, Force Protection, National Security, Top Secret, Military Training, Information Assurance, Intelligence Analysis, Operational Planning, Air Force, Command
Education
College for Financial Planning 2014 — 2017
Master's Degree, Personal Financial Planning
Thomas Edison State College 2006 — 2007
BA, Liberal Arts
Adrian H. Langert's College for Financial Planning Experience 2000 - 2006
Job Real Estate Research and Investments
Industry Executive Office
Experience
Private Real Estate Investments 2007 - Present
National Real Estate Information Services 2006 - 2013
College for Financial Planning 2000 - 2006
CSU Cooperative Extension - Arapahoe County, CO 1995 - 1999
Skills
Project Management, Program Management, Time Management, Administration, Microsoft Office, Databases, Accounting, Public Relations
Education
Metropolitan State University of Denver
2.5 years, Major: Mathematics
Private Real Estate Investments 2007 - Present
National Real Estate Information Services 2006 - 2013
College for Financial Planning 2000 - 2006
CSU Cooperative Extension - Arapahoe County, CO 1995 - 1999
Skills
Project Management, Program Management, Time Management, Administration, Microsoft Office, Databases, Accounting, Public Relations
Education
Metropolitan State University of Denver
2.5 years, Major: Mathematics
David Wuthrich's College for Financial Planning Experience March 2007 - Present
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
Nicole Pichon's College for Financial Planning Experience 2002 - 2004
Job Business/Healthcare Adminstration Professional
Industry Management Consulting
Experience
MJ Smith & Associates 2008 - 2013
HTLF Investments 2006 - 2007
Jackson National Life Distributors 2004 - 2005
College for Financial Planning 2002 - 2004
TIAA-CREF 1996 - 2001
Skills
Investments, Project Management, Consulting, Training Delivery, Technical Writing, Team Leadership, Public Speaking, Operations Management, CRM, Risk Management, Cross-functional Team..., Marketing, Financial Services, Budgets, Sales, Financial Analysis, Training, Business Process, Leadership, Management
Education
Colorado State University-Global Campus 2015 — 2017
Candidate for M.S.-Healthcare Administration & Management, Health/Health Care Administration/Management
Howard University
B.B.A., Marketing
MJ Smith & Associates 2008 - 2013
HTLF Investments 2006 - 2007
Jackson National Life Distributors 2004 - 2005
College for Financial Planning 2002 - 2004
TIAA-CREF 1996 - 2001
Skills
Investments, Project Management, Consulting, Training Delivery, Technical Writing, Team Leadership, Public Speaking, Operations Management, CRM, Risk Management, Cross-functional Team..., Marketing, Financial Services, Budgets, Sales, Financial Analysis, Training, Business Process, Leadership, Management
Education
Colorado State University-Global Campus 2015 — 2017
Candidate for M.S.-Healthcare Administration & Management, Health/Health Care Administration/Management
Howard University
B.B.A., Marketing