Financial Planning Association (FPA)
Description
The Financial Planning Association, is a leadership and advocacy organization based in Denver, Colorado. FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. Founded: 1973 Subsidiary: The Financial Planning Association of Illinois
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Financial Planning Association (FPA) Employees
Employee
Years
Job
Industry
Catherine Seeber, CFP® Catherine Seeber, CFP®'s Financial Planning Association (FPA) Experience January 2015 - Present
Job National Board Member at Financial Planning Association (FPA)
Industry Financial Services
Experience
Financial Planning Association (FPA) January 2015 - Present
Wescott Financial Advisory Group LLC January 2001 - Present
Skills
Estate Planning, Financial Advisory, Investment Advisory, Strategic Financial..., Retirement Planning, Wealth Management
Education
Goldey Beacom College
Bachelor of Science (B.S.), Concentration in Finance
University of Delaware
Business Administration
Financial Planning Association (FPA) January 2015 - Present
Wescott Financial Advisory Group LLC January 2001 - Present
Skills
Estate Planning, Financial Advisory, Investment Advisory, Strategic Financial..., Retirement Planning, Wealth Management
Education
Goldey Beacom College
Bachelor of Science (B.S.), Concentration in Finance
University of Delaware
Business Administration
Ana Trujillo Ana Trujillo's Financial Planning Association (FPA) Experience June 2015 - Present
Job Associate Editor at Financial Planning Association (FPA)
Industry Online Media
Experience
Financial Planning Association (FPA) June 2015 - Present
Financial Planning Association March 2014 - Present
Active Interest Media/SNEWS June 2011 - January 2014
The Santa Fe New Mexican April 2008 - May 2011
The Santa Fe New Mexican December 2006 - April 2008
The Santa Fe New Mexican June 2006 - December 2006
The Miami SunPost January 2006 - May 2006
Skills
Ap Style, Storytelling, Social Networking, Feature Articles, Publishing, Research, AP Style, Editorial, Editing, Blogging, Publications, Interviews, Public Relations, Copy Editing, Journalism, Facebook, Social Media
Education
S.I. Newhouse School of Public Communications at Syracuse University 2015 — 2017
Master of Science, Communication/Journalism Innovation
University of Miami 2002 — 2006
Bachelor of Science, Journalism, Political Science
Financial Planning Association (FPA) June 2015 - Present
Financial Planning Association March 2014 - Present
Active Interest Media/SNEWS June 2011 - January 2014
The Santa Fe New Mexican April 2008 - May 2011
The Santa Fe New Mexican December 2006 - April 2008
The Santa Fe New Mexican June 2006 - December 2006
The Miami SunPost January 2006 - May 2006
Skills
Ap Style, Storytelling, Social Networking, Feature Articles, Publishing, Research, AP Style, Editorial, Editing, Blogging, Publications, Interviews, Public Relations, Copy Editing, Journalism, Facebook, Social Media
Education
S.I. Newhouse School of Public Communications at Syracuse University 2015 — 2017
Master of Science, Communication/Journalism Innovation
University of Miami 2002 — 2006
Bachelor of Science, Journalism, Political Science
Neal Van Zutphen, CFP®, M.S.'s Financial Planning Association (FPA) Experience 1984 - Present
Job OwnerPresident, Intrinsic Wealth Counsel, Inc.
Industry Financial Services
Experience
Intrinsic Wealth Counsel, Inc. May 1999 - Present
Financial Planning Association (FPA) 1984 - Present
Financial Planning Association of Greater Phoenix Board of Directors 2007 - 2009
Skills
Financial Advisory, Wealth Management, Estate Planning, Investment Advisory, Personal Finance, Investments, Finance, Wealth Management..., Financial Planning, Certified Financial..., Wealth, 401k, Fixed Annuities, Long-term Care, Retirement, IRAs, Savings, Financial Planners, Life Insurance, Investment Strategies, Mutual Funds, Pensions, Estate Tax Planning, Securities, Financial Services, Asset Allocation, Personal Financial..., High Net Worth..., Roth IRA, Series 7, Portfolio Management, 401k Rollovers, Insurance, Investment Management, Alternative Investments, Small Business, Asset Managment, Long Term Care Insurance, Series 63, Asset Protection, Trusts, Management, Asset Management, Retirement Planning, Strategic Financial..., Strategic Planning, Public Speaking
Education
College for Financial Planning 2006 — 2011
Master of Science, Financial Planning
University of Phoenix 2003 — 2006
Bachelors of Science, Management
Westwood High 1973 — 1975
Intrinsic Wealth Counsel, Inc. May 1999 - Present
Financial Planning Association (FPA) 1984 - Present
Financial Planning Association of Greater Phoenix Board of Directors 2007 - 2009
Skills
Financial Advisory, Wealth Management, Estate Planning, Investment Advisory, Personal Finance, Investments, Finance, Wealth Management..., Financial Planning, Certified Financial..., Wealth, 401k, Fixed Annuities, Long-term Care, Retirement, IRAs, Savings, Financial Planners, Life Insurance, Investment Strategies, Mutual Funds, Pensions, Estate Tax Planning, Securities, Financial Services, Asset Allocation, Personal Financial..., High Net Worth..., Roth IRA, Series 7, Portfolio Management, 401k Rollovers, Insurance, Investment Management, Alternative Investments, Small Business, Asset Managment, Long Term Care Insurance, Series 63, Asset Protection, Trusts, Management, Asset Management, Retirement Planning, Strategic Financial..., Strategic Planning, Public Speaking
Education
College for Financial Planning 2006 — 2011
Master of Science, Financial Planning
University of Phoenix 2003 — 2006
Bachelors of Science, Management
Westwood High 1973 — 1975
Dr. Dave Yeske, CFP®'s Financial Planning Association (FPA) Experience May 2015 - Present
Job Managing Director at Yeske Buie
Industry Financial Services
Experience
Financial Planning Association (FPA) May 2015 - Present
Yeske Buie May 1990 - Present
Ageno School of Business, Golden Gate University January 1995 - Present
Education
Golden Gate University 1996 — 2010
Doctorate, Finance / Strategy
University of San Francisco 1991 — 1995
MA, Economics
University of San Francisco 1986 — 1988
BS, Applied Economics
Sonoma State University 1979 — 1980
Economics
University of California, Berkeley 1976 — 1978
various
Financial Planning Association (FPA) May 2015 - Present
Yeske Buie May 1990 - Present
Ageno School of Business, Golden Gate University January 1995 - Present
Education
Golden Gate University 1996 — 2010
Doctorate, Finance / Strategy
University of San Francisco 1991 — 1995
MA, Economics
University of San Francisco 1986 — 1988
BS, Applied Economics
Sonoma State University 1979 — 1980
Economics
University of California, Berkeley 1976 — 1978
various
Christine Walsh Christine Walsh's Financial Planning Association (FPA) Experience January 2015 - Present
Job Community Program Manager at Financial Planning Association (FPA), Professional Development Team
Industry International Trade and Development
Experience
Financial Planning Association (FPA) January 2015 - Present
Financial Planning Association (FPA) March 2013 - January 2015
Georgia State University Student February 2003 - July 2013
WOW Int'l 1997 - 2004
Pregancy Massage Center 2001 - 2003
Nini Ferucci Designs May 1997 - October 1999
Relevant Knowledge Inc. 1997 - 1998
Quality Management Systems International 1996 - 1997
Randstad 1996 - 1997
Hatcher Personnel 1994 - 1996
Skills
Marketing, Public Relations, Editing, Management, Creative Strategy, Sales&Marketing, Research, Sales, Social Media, Training, Public Speaking, Press Releases, Customer Service, Social Media Marketing, Budgets, Idea Person, Excellent interpersonal..., Consulting, Social Networking, Professional..., International Sales, Events, Trade Show Strategy, Analysis, Writing, International Relations, Great Motivator, European Experience, Procedural Development, Microsoft Office, Dutch, Marketing Strategy, Iso 9000, European languages, Corporate Communications, Marketing Communications, Newsletters, Business Strategy, Volunteer Management
Education
Georgia State University 2010 — 2014
B.I.S. International Relations, International Community Development, Senior
Georgia State University 1997 — 2000
Modern and Classical Languages - in progress, 3.9
Vertaling - Tolk - Translation School of Antwerp, Belgium 1990 — 1991
Certification, Dutch/Flemish
Marshall University 1989 — 1989
Public Relations, Advertising, and Applied Communication
University of Kansas 1987 — 1988
Communication, Journalism, and Related Programs
Coffeyville Community College 1986 — 1987
4.0
Financial Planning Association (FPA) January 2015 - Present
Financial Planning Association (FPA) March 2013 - January 2015
Georgia State University Student February 2003 - July 2013
WOW Int'l 1997 - 2004
Pregancy Massage Center 2001 - 2003
Nini Ferucci Designs May 1997 - October 1999
Relevant Knowledge Inc. 1997 - 1998
Quality Management Systems International 1996 - 1997
Randstad 1996 - 1997
Hatcher Personnel 1994 - 1996
Skills
Marketing, Public Relations, Editing, Management, Creative Strategy, Sales&Marketing, Research, Sales, Social Media, Training, Public Speaking, Press Releases, Customer Service, Social Media Marketing, Budgets, Idea Person, Excellent interpersonal..., Consulting, Social Networking, Professional..., International Sales, Events, Trade Show Strategy, Analysis, Writing, International Relations, Great Motivator, European Experience, Procedural Development, Microsoft Office, Dutch, Marketing Strategy, Iso 9000, European languages, Corporate Communications, Marketing Communications, Newsletters, Business Strategy, Volunteer Management
Education
Georgia State University 2010 — 2014
B.I.S. International Relations, International Community Development, Senior
Georgia State University 1997 — 2000
Modern and Classical Languages - in progress, 3.9
Vertaling - Tolk - Translation School of Antwerp, Belgium 1990 — 1991
Certification, Dutch/Flemish
Marshall University 1989 — 1989
Public Relations, Advertising, and Applied Communication
University of Kansas 1987 — 1988
Communication, Journalism, and Related Programs
Coffeyville Community College 1986 — 1987
4.0
Lyndsey Schneider Lyndsey Schneider's Financial Planning Association (FPA) Experience January 2008 - July 2008
Job Business Analyst at Kritek, LLC
Industry Information Technology and Services
Experience
Kritek, LLC May 2014 - Present
Teacher's Pet Portraits December 2010 - Present
Adams 12 Five Star Schools August 2013 - August 2014
Primrose Schools August 2012 - July 2013
Denver Public Schools August 2008 - May 2012
Financial Planning Association (FPA) January 2008 - July 2008
Boral May 2007 - January 2008
Skills
Technical Writing, Requirements Gathering, Photoshop, Agile Methodologies, JIRA, Proposal Writing, Web Content Creation, Use Case, Instructional Manuals, Training Manuals, Help Files, Test Cases, Regression Testing, Editing, Mockups, Icon Design, Microsoft Office, Elementary Education, Public Speaking, Curriculum Development, Curriculum Design, Community Outreach, Instructional Videos, Phone Screening, RFI, Acrylic Painting, Portraits, Portrait Painting, Pet Portraits, Animal Portraits, Chalk Pastel, Microsoft Project, Project Management, Social Media, Training, Teaching
Education
Regis University 2003 — 2008
Bachelor of Arts (B.A.), Interdivisional: Elementary Education, Spanish, Fine Arts, English as a second language
University of Colorado Denver
Bachelor of Arts (B.A.), Multi/Interdisciplinary Studies
Kritek, LLC May 2014 - Present
Teacher's Pet Portraits December 2010 - Present
Adams 12 Five Star Schools August 2013 - August 2014
Primrose Schools August 2012 - July 2013
Denver Public Schools August 2008 - May 2012
Financial Planning Association (FPA) January 2008 - July 2008
Boral May 2007 - January 2008
Skills
Technical Writing, Requirements Gathering, Photoshop, Agile Methodologies, JIRA, Proposal Writing, Web Content Creation, Use Case, Instructional Manuals, Training Manuals, Help Files, Test Cases, Regression Testing, Editing, Mockups, Icon Design, Microsoft Office, Elementary Education, Public Speaking, Curriculum Development, Curriculum Design, Community Outreach, Instructional Videos, Phone Screening, RFI, Acrylic Painting, Portraits, Portrait Painting, Pet Portraits, Animal Portraits, Chalk Pastel, Microsoft Project, Project Management, Social Media, Training, Teaching
Education
Regis University 2003 — 2008
Bachelor of Arts (B.A.), Interdivisional: Elementary Education, Spanish, Fine Arts, English as a second language
University of Colorado Denver
Bachelor of Arts (B.A.), Multi/Interdisciplinary Studies
Buffy Fletcher Buffy Fletcher's Financial Planning Association (FPA) Experience January 2015 - Present
Job Corporate Relations at Financial Planning Association (FPA).
Industry Financial Services
Experience
Financial Planning Association (FPA) January 2015 - Present
BioTRUST Nutrition June 2014 - October 2014
Burwell Industries Inc. November 2012 - June 2014
New Wave Enviro Products December 2008 - August 2012
Denver Airport Marriott February 2008 - October 2008
Denver Glass Machinery May 2006 - January 2008
Gordon Sign October 2002 - May 2006
INTUIT Co January 2002 - September 2002
ESM January 1999 - January 2001
Corning Optical January 1996 - January 1999
Skills
Microsoft Office, Access, Microsoft Publisher, Corel Draw, Photoshop, QuickBooks, NetSuite, ACT!, Administrative..., Coordination, Key Account Management, Newsletters, Office Management, PowerPoint, Problem Solving, Public Speaking, MS Project, Project Coordination, Account Management, Software Documentation, Leadership, Training, Sales Operations, Budgets, Analysis, Project Management
Education
University of Nebraska at Omaha 1989 — 1994
BA, Psychology
Financial Planning Association (FPA) January 2015 - Present
BioTRUST Nutrition June 2014 - October 2014
Burwell Industries Inc. November 2012 - June 2014
New Wave Enviro Products December 2008 - August 2012
Denver Airport Marriott February 2008 - October 2008
Denver Glass Machinery May 2006 - January 2008
Gordon Sign October 2002 - May 2006
INTUIT Co January 2002 - September 2002
ESM January 1999 - January 2001
Corning Optical January 1996 - January 1999
Skills
Microsoft Office, Access, Microsoft Publisher, Corel Draw, Photoshop, QuickBooks, NetSuite, ACT!, Administrative..., Coordination, Key Account Management, Newsletters, Office Management, PowerPoint, Problem Solving, Public Speaking, MS Project, Project Coordination, Account Management, Software Documentation, Leadership, Training, Sales Operations, Budgets, Analysis, Project Management
Education
University of Nebraska at Omaha 1989 — 1994
BA, Psychology
Vie Nguyen Vie Nguyen's Financial Planning Association (FPA) Experience 2006 - 2007
Job Senior UX/UI Designer | Digital Project Manager | Interactive Producer
Industry Internet
Experience
IHS 2013 - Present
IHS 2010 - 2013
Metropolitan State University of Denver 2008 - 2010
Financial Planning Association (FPA) 2006 - 2007
Starz Entertainment 2003 - 2006
Starz Entertainment 2002 - 2003
Starz Entertainment 2001 - 2002
NLSTech. Inc. 1998 - 2001
Skills
Web Design, User Experience, Information Architecture, CSS, JavaScript, CMS, User Interface, Dreamweaver, Web Development, Project Management, Google Analytics, Usability, Marketing, Web Content Management, Wireframes, SDL Tridion, HTML, User Interface Design, Eloqua, User Acceptance Testing, Adobe Creative Suite, WebTrends Analytics, jQuery UI, Mockups, Prototype, CSS3, HTML 5, Responsive Design, Mobile Design, jQuery Mobile, Web Application Design, Android, User-centered Design, Web Analytics, jQuery, Content Management
Education
Metropolitan State University of Denver
Bachelor of Arts Degree in Behavioral Science
Rensselaer Polytechnic Institute
•Master of Science Candidate, Human Computer Interface
IHS 2013 - Present
IHS 2010 - 2013
Metropolitan State University of Denver 2008 - 2010
Financial Planning Association (FPA) 2006 - 2007
Starz Entertainment 2003 - 2006
Starz Entertainment 2002 - 2003
Starz Entertainment 2001 - 2002
NLSTech. Inc. 1998 - 2001
Skills
Web Design, User Experience, Information Architecture, CSS, JavaScript, CMS, User Interface, Dreamweaver, Web Development, Project Management, Google Analytics, Usability, Marketing, Web Content Management, Wireframes, SDL Tridion, HTML, User Interface Design, Eloqua, User Acceptance Testing, Adobe Creative Suite, WebTrends Analytics, jQuery UI, Mockups, Prototype, CSS3, HTML 5, Responsive Design, Mobile Design, jQuery Mobile, Web Application Design, Android, User-centered Design, Web Analytics, jQuery, Content Management
Education
Metropolitan State University of Denver
Bachelor of Arts Degree in Behavioral Science
Rensselaer Polytechnic Institute
•Master of Science Candidate, Human Computer Interface
Debbie Grose, CFP® Debbie Grose, CFP®'s Financial Planning Association (FPA) Experience October 2013 - October 2013
Job Through and through, to my core, a real financial planner
Industry Financial Services
Experience
UC Davis Extension March 2014 - Present
Lighthouse Financial Planning, LLC October 2007 - Present
Junior Achievement of Sacramento 2014 - 2014
Financial Planning Association - Presidents Council of Northern California January 2013 - December 2013
Financial Planning Association (FPA) October 2013 - October 2013
FPA of Northern California/Sacramento Chapter December 2011 - December 2012
Financial Planning Association October 2012 - October 2012
Financial Planning Association October 2011 - October 2011
Financial Planning Association 2010 - 2011
Financial Planning Association of Northern California July 2009 - June 2010
Skills
Designs in wealth..., College education..., wealth managment, Strategic Financial..., Investments, Retirement, Financial Advisory, Wealth Accumulation, Investment Management, Retirement Planning, Wealth Management, Estate Planning, Financial Planners, Personal Finance, Risk Management
Education
University of California, Davis 2005 — 2007
Certificate, Personal Financial Planning
University of Southern California 1997 — 1999
Certificate, Leadership
California State University-Sacramento 1989 — 1994
Bachelor of Science, Accounting
UC Davis Extension March 2014 - Present
Lighthouse Financial Planning, LLC October 2007 - Present
Junior Achievement of Sacramento 2014 - 2014
Financial Planning Association - Presidents Council of Northern California January 2013 - December 2013
Financial Planning Association (FPA) October 2013 - October 2013
FPA of Northern California/Sacramento Chapter December 2011 - December 2012
Financial Planning Association October 2012 - October 2012
Financial Planning Association October 2011 - October 2011
Financial Planning Association 2010 - 2011
Financial Planning Association of Northern California July 2009 - June 2010
Skills
Designs in wealth..., College education..., wealth managment, Strategic Financial..., Investments, Retirement, Financial Advisory, Wealth Accumulation, Investment Management, Retirement Planning, Wealth Management, Estate Planning, Financial Planners, Personal Finance, Risk Management
Education
University of California, Davis 2005 — 2007
Certificate, Personal Financial Planning
University of Southern California 1997 — 1999
Certificate, Leadership
California State University-Sacramento 1989 — 1994
Bachelor of Science, Accounting
Pamela Sandy, CFP® Pamela Sandy, CFP®'s Financial Planning Association (FPA) Experience August 2014 - Present
Job Founder and CEO, CONFIANCE, LLC
Industry Financial Services
Experience
CONFIANCE, LLC June 2008 - Present
Financial Planning Association (FPA) August 2014 - Present
Financial Planning Association (FPA) January 2012 - Present
The Financial Strategies Group, Inc. March 1992 - June 2008
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Certified Financial..., Estate Planning, Wealth Management, Investment Advisory, Non-Traditional...
Education
DePaul University 2013 — 2015
Currently pursuing Bachelor of Arts Degree, Individualized Focus Area - Political Finance
College for Financial Planning 2013 — 2013
Accredited Domestic Partnership Advisor
College for Financial Planning 1995 — 1997
CFP, Certified Financial Planner
CONFIANCE, LLC June 2008 - Present
Financial Planning Association (FPA) August 2014 - Present
Financial Planning Association (FPA) January 2012 - Present
The Financial Strategies Group, Inc. March 1992 - June 2008
Skills
Retirement Planning, Strategic Financial..., Financial Advisory, Certified Financial..., Estate Planning, Wealth Management, Investment Advisory, Non-Traditional...
Education
DePaul University 2013 — 2015
Currently pursuing Bachelor of Arts Degree, Individualized Focus Area - Political Finance
College for Financial Planning 2013 — 2013
Accredited Domestic Partnership Advisor
College for Financial Planning 1995 — 1997
CFP, Certified Financial Planner
Nicholas Nicolette Nicholas Nicolette's Financial Planning Association (FPA) Experience 1982 - Present
Job Principal at Sterling Financial Group
Industry Investment Management
Experience
Sterling Financial Group April 1992 - Present
Financial Planning Association 1982 - Present
Money Quotient 2010 - Present
FPA 1982 - Present
Financial Planning Association (FPA) 1982 - Present
Skills
Portfolio Management, Insurance, Fixed Annuities, Financial Services, Mutual Funds, Investment Advisory, Estate Planning, Financial Advisory, Financial Planners, Retirement, Wealth, Asset Allocation, Asset Management, IRAs, Investments, Series 7, Investment Strategies, Wealth Management..., Investment Management, Wealth Management, 401k, Retirement Planning, Strategic Financial...
Education
Davidson College 1977 — 1981
Sterling Financial Group April 1992 - Present
Financial Planning Association 1982 - Present
Money Quotient 2010 - Present
FPA 1982 - Present
Financial Planning Association (FPA) 1982 - Present
Skills
Portfolio Management, Insurance, Fixed Annuities, Financial Services, Mutual Funds, Investment Advisory, Estate Planning, Financial Advisory, Financial Planners, Retirement, Wealth, Asset Allocation, Asset Management, IRAs, Investments, Series 7, Investment Strategies, Wealth Management..., Investment Management, Wealth Management, 401k, Retirement Planning, Strategic Financial...
Education
Davidson College 1977 — 1981
Alexandria Cole's Financial Planning Association (FPA) Experience May 2014 - March 2015
Job Financial Planner at MetLife Premier Client Group of the Pacific
Industry Financial Services
Experience
MetLife Premier Client Group of the Pacific November 2014 - Present
Financial Planning Association (FPA) May 2014 - March 2015
Waddell & Reed January 2014 - October 2014
Wells Fargo September 2009 - June 2014
Skills
Loans, Banking, Commercial Banking, Retail Banking, Credit, Credit Analysis, Portfolio Management, Credit Risk, Research, Mortgage Banking, Wealth Management, Financial Planning, Lines Of Credit, Treasury Management, Private Banking, Refinance, Cross Selling
Education
California State University-Sacramento 2009 — 2014
Bachelor of Arts (B.A.), Economics
Pleasant Grove High School 2005 — 2009
Diploma
MetLife Premier Client Group of the Pacific November 2014 - Present
Financial Planning Association (FPA) May 2014 - March 2015
Waddell & Reed January 2014 - October 2014
Wells Fargo September 2009 - June 2014
Skills
Loans, Banking, Commercial Banking, Retail Banking, Credit, Credit Analysis, Portfolio Management, Credit Risk, Research, Mortgage Banking, Wealth Management, Financial Planning, Lines Of Credit, Treasury Management, Private Banking, Refinance, Cross Selling
Education
California State University-Sacramento 2009 — 2014
Bachelor of Arts (B.A.), Economics
Pleasant Grove High School 2005 — 2009
Diploma
Benjamin Greenwald's Financial Planning Association (FPA) Experience September 2012 - December 2012
Job Marketing Director at Encore Entertainment
Industry Marketing and Advertising
Experience
Encore Entertainment February 2013 - Present
Internet Marketing Inc. April 2014 - August 2014
Microsoft January 2013 - May 2014
Wells Fargo June 2012 - March 2013
Financial Planning Association (FPA) September 2012 - December 2012
MRY January 2012 - May 2012
Fluent Grp October 2011 - November 2011
Skills
Public Speaking, Microsoft Office, PowerPoint, Marketing Communications, Cloud Applications, Microsoft Technologies, Sales, Customer Satisfaction, Finance, Social Media Marketing, Online Advertising, Event Planning, Social Networking, Budgets, Marketing, Leadership, Email Marketing, Integrated Marketing, SEO, Advertising, Social Media, Public Relations
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Science, Business
Encore Entertainment February 2013 - Present
Internet Marketing Inc. April 2014 - August 2014
Microsoft January 2013 - May 2014
Wells Fargo June 2012 - March 2013
Financial Planning Association (FPA) September 2012 - December 2012
MRY January 2012 - May 2012
Fluent Grp October 2011 - November 2011
Skills
Public Speaking, Microsoft Office, PowerPoint, Marketing Communications, Cloud Applications, Microsoft Technologies, Sales, Customer Satisfaction, Finance, Social Media Marketing, Online Advertising, Event Planning, Social Networking, Budgets, Marketing, Leadership, Email Marketing, Integrated Marketing, SEO, Advertising, Social Media, Public Relations
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Science, Business
Curtis Niepoth Curtis Niepoth's Financial Planning Association (FPA) Experience 2005 - 2013
Job CPA
Industry Financial Services
Experience
Sage Financial & Accounting Solutions 2013 - Present
Financial Planning Association (FPA) 2005 - 2013
Financial Planning Association (FPA) 2000 - 2005
Institute of Certified Financial Planners 1994 - 2000
Daniels & Associates, Inc., and United Artists Entertainment Co. 1982 - 1992
Price Waterhouse (PWC) 1979 - 1981
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Human Resources, Financial Accounting, Financial Reporting, Strategic Planning, Business Strategy, Operations Management, Business Analysis, Forecasting, Financial Risk..., Information Technology..., ERP Selection, CRM, SOX Compliancy, Nonprofits, Non-profit Leadership
Education
Northern Michigan University 1974 — 1978
Bachelor of Science, Cum Laude, Accounting and Finance
Metropolitan State University of Denver 1995 — 1996
Post Graduate Studies - Personal Financial Planning
Sage Financial & Accounting Solutions 2013 - Present
Financial Planning Association (FPA) 2005 - 2013
Financial Planning Association (FPA) 2000 - 2005
Institute of Certified Financial Planners 1994 - 2000
Daniels & Associates, Inc., and United Artists Entertainment Co. 1982 - 1992
Price Waterhouse (PWC) 1979 - 1981
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Accounting, Human Resources, Financial Accounting, Financial Reporting, Strategic Planning, Business Strategy, Operations Management, Business Analysis, Forecasting, Financial Risk..., Information Technology..., ERP Selection, CRM, SOX Compliancy, Nonprofits, Non-profit Leadership
Education
Northern Michigan University 1974 — 1978
Bachelor of Science, Cum Laude, Accounting and Finance
Metropolitan State University of Denver 1995 — 1996
Post Graduate Studies - Personal Financial Planning
Michael Cuneo, CFP® Michael Cuneo, CFP®'s Financial Planning Association (FPA) Experience January 2015 - Present
Job Partner, Compass Financial Group
Industry Financial Services
Experience
Compass Financial Group August 2013 - Present
Financial Planning Association (FPA) January 2015 - Present
RiverSource February 2010 - July 2013
Cohen & Steers January 2009 - January 2010
Cohen & Steers January 2007 - January 2009
Cohen & Steers January 2006 - January 2007
Ameriprise Financial Services, Inc. February 2003 - January 2006
Skills
Strategic Financial..., Wealth Management, Series 63, Mutual Funds, Series 7, Alternative Investments, Investments, ETFs, Series 24, Estate Planning, Asset Managment, Equities, Fixed Income, Hedge Funds, Certified Financial..., Sales, Closed-end Funds, Separately Managed..., Business Transition...
Education
Binghamton University 1999 — 2002
Bachelor of Arts, Economics 2002
Cold Spring Harbor High School
Cold Spring Harbor High School
Men's lacrosse player
Compass Financial Group August 2013 - Present
Financial Planning Association (FPA) January 2015 - Present
RiverSource February 2010 - July 2013
Cohen & Steers January 2009 - January 2010
Cohen & Steers January 2007 - January 2009
Cohen & Steers January 2006 - January 2007
Ameriprise Financial Services, Inc. February 2003 - January 2006
Skills
Strategic Financial..., Wealth Management, Series 63, Mutual Funds, Series 7, Alternative Investments, Investments, ETFs, Series 24, Estate Planning, Asset Managment, Equities, Fixed Income, Hedge Funds, Certified Financial..., Sales, Closed-end Funds, Separately Managed..., Business Transition...
Education
Binghamton University 1999 — 2002
Bachelor of Arts, Economics 2002
Cold Spring Harbor High School
Cold Spring Harbor High School
Men's lacrosse player
Tiffany J. Whalen's Financial Planning Association (FPA) Experience November 2014 - Present
Job Digital Marketing Specialist at Financial Planning Association (FPA)
Industry Marketing and Advertising
Experience
Financial Planning Association (FPA) November 2014 - Present
Beyond Indigo: Website & Digital Marketing Co. February 2012 - July 2014
Kentucky Eagle, Inc.: National Brand Beverage Wholesaler August 2009 - March 2013
Anheuser-Busch & Kentucky Eagle, Inc. March 2008 - July 2009
Top Marketing Group December 2007 - April 2008
Urban Active May 2007 - November 2007
University of Kentucky June 2004 - May 2006
Lexington Horsemen: Professional Arena Football May 2005 - September 2005
Jones and Thomas Advertising and Public Relations Agency May 2003 - August 2003
Skills
Social Media Marketing, Public Relations, Public Speaking, Advertising, Marketing Strategy, Market Research, Management, Promotions, Microsoft Office, Event Management, Budgeting, Writing, Training, PowerPoint, Photography, Media Relations, Spanish, Problem Solving, Sales Skills Training, SEO copywriting, Website Building, Graphic Design, Online Marketing, Strategy, Editing, Budgets
Education
University of Kentucky 2002 — 2006
B.A., College of Communication and Information Studies; Emphasis in Mass Communications and Spanish
Maroa-Forsyth High School 1998 — 2002
Financial Planning Association (FPA) November 2014 - Present
Beyond Indigo: Website & Digital Marketing Co. February 2012 - July 2014
Kentucky Eagle, Inc.: National Brand Beverage Wholesaler August 2009 - March 2013
Anheuser-Busch & Kentucky Eagle, Inc. March 2008 - July 2009
Top Marketing Group December 2007 - April 2008
Urban Active May 2007 - November 2007
University of Kentucky June 2004 - May 2006
Lexington Horsemen: Professional Arena Football May 2005 - September 2005
Jones and Thomas Advertising and Public Relations Agency May 2003 - August 2003
Skills
Social Media Marketing, Public Relations, Public Speaking, Advertising, Marketing Strategy, Market Research, Management, Promotions, Microsoft Office, Event Management, Budgeting, Writing, Training, PowerPoint, Photography, Media Relations, Spanish, Problem Solving, Sales Skills Training, SEO copywriting, Website Building, Graphic Design, Online Marketing, Strategy, Editing, Budgets
Education
University of Kentucky 2002 — 2006
B.A., College of Communication and Information Studies; Emphasis in Mass Communications and Spanish
Maroa-Forsyth High School 1998 — 2002
Ken Hurd Ken Hurd's Financial Planning Association (FPA) Experience April 2014 - Present
Job Director of Marketing and Communications at Financial Planning Association (FPA)
Industry Marketing and Advertising
Experience
Financial Planning Association (FPA) April 2014 - Present
Marketing201 September 2013 - Present
Good Sam Enterprises August 1999 - September 2013
Affinity/Ehlert Publishing Group 1991 - 1999
Skills
Direct Marketing, Email Marketing, Marketing, Direct Mail, Customer Acquisition, PPC, Integrated Marketing, Database Marketing, Lead Generation, Analytics, Digital Marketing, Online Marketing, Mobile Marketing, Creative Direction, B2B Marketing, Competitive Analysis, Online Advertising, Account Management, Advertising, SEM, Strategy, Marketing Management, Customer Retention, Market Research, Brand Development, Multi-channel Marketing, Leadership, Marketing Strategy, E-commerce, Social Media Marketing, Web Marketing, Web Analytics, Market Planning, Marketing Communications, Affiliate Marketing, Digital Strategy, SEO, CRM, Google Analytics, Marketing Research, Direct Sales, Direct Response, Brand Management, Brand Equity, Brand Loyalty, Brand Architecture
Education
California Lutheran University 2000 — 2004
Master of Business Administration, Marketing, 3.86 GPA
Bemidji State University
Bachelor of Science, Behavioral Psychology
Financial Planning Association (FPA) April 2014 - Present
Marketing201 September 2013 - Present
Good Sam Enterprises August 1999 - September 2013
Affinity/Ehlert Publishing Group 1991 - 1999
Skills
Direct Marketing, Email Marketing, Marketing, Direct Mail, Customer Acquisition, PPC, Integrated Marketing, Database Marketing, Lead Generation, Analytics, Digital Marketing, Online Marketing, Mobile Marketing, Creative Direction, B2B Marketing, Competitive Analysis, Online Advertising, Account Management, Advertising, SEM, Strategy, Marketing Management, Customer Retention, Market Research, Brand Development, Multi-channel Marketing, Leadership, Marketing Strategy, E-commerce, Social Media Marketing, Web Marketing, Web Analytics, Market Planning, Marketing Communications, Affiliate Marketing, Digital Strategy, SEO, CRM, Google Analytics, Marketing Research, Direct Sales, Direct Response, Brand Management, Brand Equity, Brand Loyalty, Brand Architecture
Education
California Lutheran University 2000 — 2004
Master of Business Administration, Marketing, 3.86 GPA
Bemidji State University
Bachelor of Science, Behavioral Psychology
Michael Badami's Financial Planning Association (FPA) Experience January 2014 - Present
Job Studying Business Economics Senior
Industry Investment Banking
Experience
Diverse Student Association August 2015 - Present
Financial Planning Association (FPA) January 2014 - Present
Shelter Insurance Companies May 2014 - August 2014
Sub-Zero Snow Removal December 2011 - February 2013
Pave-It Asphalt March 2009 - September 2012
Skills
Leadership, Public Speaking, Sales, Strategic Financial..., Growth Investing, Entrepreneurship, Networking, Management, Small Business, Business, Risk Management, Customer Service, Business Development, Project Management, Facebook, Microsoft Excel, PowerPoint
Education
University of Missouri-Columbia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Economics: Cumulative GPA: 3.0/4.0 (Business GPA: 3.5/4.0), Senior
Rockhurst High School 2008 — 2012
Diverse Student Association August 2015 - Present
Financial Planning Association (FPA) January 2014 - Present
Shelter Insurance Companies May 2014 - August 2014
Sub-Zero Snow Removal December 2011 - February 2013
Pave-It Asphalt March 2009 - September 2012
Skills
Leadership, Public Speaking, Sales, Strategic Financial..., Growth Investing, Entrepreneurship, Networking, Management, Small Business, Business, Risk Management, Customer Service, Business Development, Project Management, Facebook, Microsoft Excel, PowerPoint
Education
University of Missouri-Columbia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Economics: Cumulative GPA: 3.0/4.0 (Business GPA: 3.5/4.0), Senior
Rockhurst High School 2008 — 2012
Ashlee Veneman Ashlee Veneman's Financial Planning Association (FPA) Experience June 2013 - Present
Job Sr. Planning Analyst at The Planning Center, Inc.
Industry Financial Services
Experience
FPA Central California January 2015 - Present
The Planning Center, Inc. August 2007 - Present
Financial Planning Association (FPA) June 2013 - Present
The Planning Center, Inc. 2010 - Present
Skills
Outlook, PowerPoint, Insurance, Public Speaking, Administrative..., Microsoft Excel, Customer Service, Data Entry, Microsoft Office, Microsoft Word, Spreadsheets, Office Management, Event Planning, TCAdvisor, File Management, Calendaring, Access, Redtail CRM, Money Guide Pro, Advisor's Assistant, Orion, Travel Arrangements, Financial Analysis
Education
California State University-Fresno 2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Magna Cum Laude
Fresno City College 2008 — 2011
Business Administration
FPA Nex Gen
FPA Central California January 2015 - Present
The Planning Center, Inc. August 2007 - Present
Financial Planning Association (FPA) June 2013 - Present
The Planning Center, Inc. 2010 - Present
Skills
Outlook, PowerPoint, Insurance, Public Speaking, Administrative..., Microsoft Excel, Customer Service, Data Entry, Microsoft Office, Microsoft Word, Spreadsheets, Office Management, Event Planning, TCAdvisor, File Management, Calendaring, Access, Redtail CRM, Money Guide Pro, Advisor's Assistant, Orion, Travel Arrangements, Financial Analysis
Education
California State University-Fresno 2012 — 2013
Bachelor of Science (B.S.), Business Administration and Management, Magna Cum Laude
Fresno City College 2008 — 2011
Business Administration
FPA Nex Gen
Lucy Solomon Lucy Solomon's Financial Planning Association (FPA) Experience October 2013 - Present
Job Internal Sales Consultant at Financial Planning Association (FPA)
Industry
Experience
Financial Planning Association (FPA) October 2013 - Present
Financial Planning Association December 2011 - October 2013
Skills
Mutual Funds, Publishing, Financial Services, Copy Editing, Email Marketing, Newsletters, Copywriting, Strategic Communications, Direct Marketing, Microsoft Word, Salesforce.com, Market Research
Education
University of Denver 2007 — 2011
Bachelor's degree, English Language and Literature/Letters
Financial Planning Association (FPA) October 2013 - Present
Financial Planning Association December 2011 - October 2013
Skills
Mutual Funds, Publishing, Financial Services, Copy Editing, Email Marketing, Newsletters, Copywriting, Strategic Communications, Direct Marketing, Microsoft Word, Salesforce.com, Market Research
Education
University of Denver 2007 — 2011
Bachelor's degree, English Language and Literature/Letters
Xiao (Cecilia) Zhong Xiao (Cecilia) Zhong's Financial Planning Association (FPA) Experience November 2013 - Present
Job PhD Student
Industry Financial Services
Experience
Financial Planning Association (FPA) November 2013 - Present
Blue Ocean Economic Empowerment Fund 2013 - 2015
Blue Ocean Global Wealth 2013 - 2015
Blue Ocean Global Technology 2013 - 2015
Johns Hopkins Carey Investment Banking Club August 2013 - January 2014
Johns Hopkins University Carey Business School January 2013 - December 2013
FINCA International January 2013 - March 2013
Johns Hopkins CBS Equity Analyst Team September 2012 - March 2013
Pro-Bono Consulting at International Book Bank October 2012 - January 2013
Citi December 2011 - March 2012
Skills
SPSS, Microsoft Excel, Matlab, Equity Valuation, Regression Analysis, spanish, Cantonese, Financial Analysis, Corporate Finance, Portfolio Management, DCF
Education
The Johns Hopkins University - Carey Business School 2012 — 2013
MS, Finance, Current GPA: 3.8/4.0
The University of Hong Kong 2011 — 2011
Business Managerial Economics & Finance
Guangdong University of Foreign Studies 2008 — 2012
Bachelor's degree, Business English with Finance Concentration; Magna Cum Laude, GPA: 3.89/4.0
Financial Planning Association (FPA) November 2013 - Present
Blue Ocean Economic Empowerment Fund 2013 - 2015
Blue Ocean Global Wealth 2013 - 2015
Blue Ocean Global Technology 2013 - 2015
Johns Hopkins Carey Investment Banking Club August 2013 - January 2014
Johns Hopkins University Carey Business School January 2013 - December 2013
FINCA International January 2013 - March 2013
Johns Hopkins CBS Equity Analyst Team September 2012 - March 2013
Pro-Bono Consulting at International Book Bank October 2012 - January 2013
Citi December 2011 - March 2012
Skills
SPSS, Microsoft Excel, Matlab, Equity Valuation, Regression Analysis, spanish, Cantonese, Financial Analysis, Corporate Finance, Portfolio Management, DCF
Education
The Johns Hopkins University - Carey Business School 2012 — 2013
MS, Finance, Current GPA: 3.8/4.0
The University of Hong Kong 2011 — 2011
Business Managerial Economics & Finance
Guangdong University of Foreign Studies 2008 — 2012
Bachelor's degree, Business English with Finance Concentration; Magna Cum Laude, GPA: 3.89/4.0
Dale Van Scoyk, GFS Dale Van Scoyk, GFS's Financial Planning Association (FPA) Experience January 2003 - Present
Job Enabling Financial Advisors to Build Thriving RIA Firms and Exit Successfully
Industry Financial Services
Experience
Pinnacle Advisor Solutions 2014 - Present
Foundation for Financial Planning 2014 - Present
Financial Industry Regulatory Authority (FINRA) June 2005 - Present
Financial Planning Association (FPA) January 2003 - Present
Skills
GFS - Global Fiduciary..., Series 7, Business Strategy, Strategic Planning, Practice Management, Kinder Institute of..., Governance, Agile Collaboration, Fiduciary, Institute, Financial Transitions, Wealth Management, Investment Advisory, Coaching, Investments, Strategic Financial..., Marketing Strategy, Financial Advisory, Project Planning, Leadership, Business Development, Investment Management, Retirement Planning, Asset Allocation, 401k, Financial Planners, Retirement, Wealth, Investment Strategies, Estate Planning, Mutual Funds, Finance, Asset Management, Personal Finance, Financial Services, Securities, Fixed Annuities, Financial Planning
Education
College for Financial Planning 2013 — 2014
CFP - Personal Financial Planning
Arizona State University
MBA, Marketing
Purdue University
BSEE, Electrical and Electronics Engineering
Pinnacle Advisor Solutions 2014 - Present
Foundation for Financial Planning 2014 - Present
Financial Industry Regulatory Authority (FINRA) June 2005 - Present
Financial Planning Association (FPA) January 2003 - Present
Skills
GFS - Global Fiduciary..., Series 7, Business Strategy, Strategic Planning, Practice Management, Kinder Institute of..., Governance, Agile Collaboration, Fiduciary, Institute, Financial Transitions, Wealth Management, Investment Advisory, Coaching, Investments, Strategic Financial..., Marketing Strategy, Financial Advisory, Project Planning, Leadership, Business Development, Investment Management, Retirement Planning, Asset Allocation, 401k, Financial Planners, Retirement, Wealth, Investment Strategies, Estate Planning, Mutual Funds, Finance, Asset Management, Personal Finance, Financial Services, Securities, Fixed Annuities, Financial Planning
Education
College for Financial Planning 2013 — 2014
CFP - Personal Financial Planning
Arizona State University
MBA, Marketing
Purdue University
BSEE, Electrical and Electronics Engineering
Richard Stumpf Richard Stumpf's Financial Planning Association (FPA) Experience 2012 - 2014
Job OSJ/Branch Manager at Cambridge Investment Research, Inc.
Industry Investment Management
Experience
Cambridge Investment Research, Inc. March 2000 - Present
Financial Benefits, Inc. March 1988 - Present
Financial Planning Association (FPA) 2012 - 2014
MHN Government Services May 2005 - June 2010
CFP Board registered programs January 1998 - January 2010
United States Air Force September 1979 - January 2000
Skills
Investment Management, Retirement Planning, Qualified Retirement..., Life Insurance, Financial Planning, Comprehensive financial..., Estate planning, Charitable Gift Planning, Social Security, Education funding, Executive Benefit..., Investments, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Portfolio Management, Financial Advisory, Finance, Asset Management, Asset Allocation, Insurance, Investment Strategies, Financial Services
Education
University of Montana 1980 — 1983
Master of Business Administration (MBA), Finance, General
Kansas State University 1975 — 1979
BS in Agriculture, Agronomy and Crop Science
Cambridge Investment Research, Inc. March 2000 - Present
Financial Benefits, Inc. March 1988 - Present
Financial Planning Association (FPA) 2012 - 2014
MHN Government Services May 2005 - June 2010
CFP Board registered programs January 1998 - January 2010
United States Air Force September 1979 - January 2000
Skills
Investment Management, Retirement Planning, Qualified Retirement..., Life Insurance, Financial Planning, Comprehensive financial..., Estate planning, Charitable Gift Planning, Social Security, Education funding, Executive Benefit..., Investments, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Portfolio Management, Financial Advisory, Finance, Asset Management, Asset Allocation, Insurance, Investment Strategies, Financial Services
Education
University of Montana 1980 — 1983
Master of Business Administration (MBA), Finance, General
Kansas State University 1975 — 1979
BS in Agriculture, Agronomy and Crop Science
Jennifer B. Quigley, CFP®'s Financial Planning Association (FPA) Experience January 2015 - Present
Job Director at Sullivan, Bruyette, Speros & Blayney
Industry Financial Services
Experience
Financial Planning Association (FPA) January 2015 - Present
Sullivan, Bruyette, Speros & Blayney January 2014 - Present
FPA NexGen January 2014 - December 2014
FPA NexGen January 2013 - December 2013
Sullivan, Bruyette, Speros & Blayney January 2001 - December 2013
FPA NexGen January 2012 - December 2012
FPA NexGen January 2011 - December 2011
Armstrong, Welch & MacIntyre January 2000 - December 2000
Skills
Securities, Financial Services, Investment Strategies, Wealth, Financial Analysis, Alternative Investments, Finance, Fixed Annuities, Employee Benefits, Tax, Series 63, High Net Worth..., Strategic Planning, Pensions, Equities
Education
The Catholic University of America 1995 — 1999
B.A., International Economics and Finance
Financial Planning Association (FPA) January 2015 - Present
Sullivan, Bruyette, Speros & Blayney January 2014 - Present
FPA NexGen January 2014 - December 2014
FPA NexGen January 2013 - December 2013
Sullivan, Bruyette, Speros & Blayney January 2001 - December 2013
FPA NexGen January 2012 - December 2012
FPA NexGen January 2011 - December 2011
Armstrong, Welch & MacIntyre January 2000 - December 2000
Skills
Securities, Financial Services, Investment Strategies, Wealth, Financial Analysis, Alternative Investments, Finance, Fixed Annuities, Employee Benefits, Tax, Series 63, High Net Worth..., Strategic Planning, Pensions, Equities
Education
The Catholic University of America 1995 — 1999
B.A., International Economics and Finance
Guanlong Wang Guanlong Wang's Financial Planning Association (FPA) Experience January 2013 - Present
Job Director, Blue Ocean Global Technology
Industry Financial Services
Experience
Blue Ocean Global Technology 2013 - Present
Blue Ocean Global Wealth December 2012 - Present
Financial Planning Association (FPA) January 2013 - Present
Blue Ocean Economic Empowerment Fund August 2013 - Present
Drexel University Endowment Fund September 2012 - December 2012
Heng Tai Securities November 2010 - January 2011
Industrial and Commercial Bank of China January 2009 - February 2009
Standard Chartered Bank July 2008 - August 2008
Skills
Finance, Cash Management, Balanced Scorecard, Strategic Financial..., Financial Analysis, Quantitative Analytics, Time Series Analysis, Decision Trees, SAS, Eviews, R, Financial Modeling, C, SWIFT, VB.NET, Customer Relations, Negotiation, Mandarin, Marketing Communications, Customer Service, Team Leadership, Team Building, Database Administration, SQL, Bloomberg, Data Analysis, Valuation, Bloomberg Terminal, Financial Risk, Corporate Finance, Asset Allocation, Securities, Portfolio Management, Analysis, Investments, Fixed Income, Asset Management, Equities, Investment Advisory, Leadership, Investment Management, Mutual Funds, Risk Management
Education
Drexel University 2013 — 2014
Master of Business Administration (M.B.A.)
Drexel University 2011 — 2013
Master's Degree, Finance
Shanghai Donghua University 2007 — 2011
Bachelor, Finance
Blue Ocean Global Technology 2013 - Present
Blue Ocean Global Wealth December 2012 - Present
Financial Planning Association (FPA) January 2013 - Present
Blue Ocean Economic Empowerment Fund August 2013 - Present
Drexel University Endowment Fund September 2012 - December 2012
Heng Tai Securities November 2010 - January 2011
Industrial and Commercial Bank of China January 2009 - February 2009
Standard Chartered Bank July 2008 - August 2008
Skills
Finance, Cash Management, Balanced Scorecard, Strategic Financial..., Financial Analysis, Quantitative Analytics, Time Series Analysis, Decision Trees, SAS, Eviews, R, Financial Modeling, C, SWIFT, VB.NET, Customer Relations, Negotiation, Mandarin, Marketing Communications, Customer Service, Team Leadership, Team Building, Database Administration, SQL, Bloomberg, Data Analysis, Valuation, Bloomberg Terminal, Financial Risk, Corporate Finance, Asset Allocation, Securities, Portfolio Management, Analysis, Investments, Fixed Income, Asset Management, Equities, Investment Advisory, Leadership, Investment Management, Mutual Funds, Risk Management
Education
Drexel University 2013 — 2014
Master of Business Administration (M.B.A.)
Drexel University 2011 — 2013
Master's Degree, Finance
Shanghai Donghua University 2007 — 2011
Bachelor, Finance
Walter K. Booker's Financial Planning Association (FPA) Experience 2008 - Present
Job COO at Intellectual Capital Group A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Intellectual Capital Group - A private wealth advisory practice of Ameriprise Financial June 2015 - Present
St. Luke's Episcopal Church 1989 - Present
Sponsors for Educational Opportunity June 1981 - Present
Financial Planning Association (FPA) 2008 - Present
Personal Everest Ventures 2008 - Present
Fundation Group LLC September 2014 - January 2015
Association of African American Financial Advisors 2015 - 2015
Association of African American Financial Advisors 2015 - 2015
Association of African American Financial Advisors 2015 - 2015
Association of African American Financial Advisors 2015 - 2015
Skills
Capital Markets, Investments, Entrepreneurship, Strategic Financial..., Strategy, Public Speaking, Leadership, Non-profits, Leadership Development, Team Leadership, Cross-functional Team..., Program Development, Start-ups, Sales, Nonprofits, Project Planning, Fundraising, Staff Development, Change Management, Research, Management, Management Consulting, Program Management, Finance, Financial Services, Strategic Planning, Consulting, Mentoring
Education
Harvard University 1980 — 1984
AB, Government
Intellectual Capital Group - A private wealth advisory practice of Ameriprise Financial June 2015 - Present
St. Luke's Episcopal Church 1989 - Present
Sponsors for Educational Opportunity June 1981 - Present
Financial Planning Association (FPA) 2008 - Present
Personal Everest Ventures 2008 - Present
Fundation Group LLC September 2014 - January 2015
Association of African American Financial Advisors 2015 - 2015
Association of African American Financial Advisors 2015 - 2015
Association of African American Financial Advisors 2015 - 2015
Association of African American Financial Advisors 2015 - 2015
Skills
Capital Markets, Investments, Entrepreneurship, Strategic Financial..., Strategy, Public Speaking, Leadership, Non-profits, Leadership Development, Team Leadership, Cross-functional Team..., Program Development, Start-ups, Sales, Nonprofits, Project Planning, Fundraising, Staff Development, Change Management, Research, Management, Management Consulting, Program Management, Finance, Financial Services, Strategic Planning, Consulting, Mentoring
Education
Harvard University 1980 — 1984
AB, Government
Martha C. (Baker) Alexander, EdD's Financial Planning Association (FPA) Experience February 2015 - Present
Job Professional Education Program Manager at Financial Planning Association (FPA)
Industry Professional Training & Coaching
Experience
Financial Planning Association (FPA) February 2015 - Present
USF Health April 2014 - October 2014
USF Health January 2013 - April 2014
Cook Children's Health Care System February 2012 - January 2013
Educational Measures April 2011 - January 2012
Bayfront Medical Center April 1993 - December 2010
Skills
Leadership, Program Management, Program Development, Public Speaking, Healthcare, Strategic Planning, Accreditation, Healthcare Management, Training, Medical Education, Nonprofits, Team Building, Process Improvement, Hospitals, Program Evaluation, Quality Management, Strategy, Cross-functional Team..., Management, Project Planning, Business Process..., Continuing Education, Healthcare Information..., Budgets, Lifelong Learning, Conference Coordination, Qualitative Research, Change Management, Software Project..., Patient Safety, Performance Improvement, Research, Adult Education, Customer Experience, Solution Implementation, Resourceful..., Resource Management, Interpersonal..., Service Line Planning, Collaborative Leadership, Microsoft Office, Project Management, Staff Development, Leadership Development, Communication, Innovation Development, Professional..., Information Systems, E-Learning, Grant Writing
Education
University of South Florida
EdD, Educational Program Development - Adult Education Specialization
University of South Florida
MA, Guidance and Counselor Education
Denison University
BS, Psychobiology
Financial Planning Association (FPA) February 2015 - Present
USF Health April 2014 - October 2014
USF Health January 2013 - April 2014
Cook Children's Health Care System February 2012 - January 2013
Educational Measures April 2011 - January 2012
Bayfront Medical Center April 1993 - December 2010
Skills
Leadership, Program Management, Program Development, Public Speaking, Healthcare, Strategic Planning, Accreditation, Healthcare Management, Training, Medical Education, Nonprofits, Team Building, Process Improvement, Hospitals, Program Evaluation, Quality Management, Strategy, Cross-functional Team..., Management, Project Planning, Business Process..., Continuing Education, Healthcare Information..., Budgets, Lifelong Learning, Conference Coordination, Qualitative Research, Change Management, Software Project..., Patient Safety, Performance Improvement, Research, Adult Education, Customer Experience, Solution Implementation, Resourceful..., Resource Management, Interpersonal..., Service Line Planning, Collaborative Leadership, Microsoft Office, Project Management, Staff Development, Leadership Development, Communication, Innovation Development, Professional..., Information Systems, E-Learning, Grant Writing
Education
University of South Florida
EdD, Educational Program Development - Adult Education Specialization
University of South Florida
MA, Guidance and Counselor Education
Denison University
BS, Psychobiology
Amira Tart Amira Tart's Financial Planning Association (FPA) Experience February 2015 - Present
Job Career Development Program Manager at Financial Planning Association (FPA)
Industry Financial Services
Experience
Financial Planning Association (FPA) February 2015 - Present
Financial Planning Association (FPA) June 2013 - February 2015
Financial Planning Association (FPA) August 2007 - June 2013
University of Maryland 2006 - 2007
George Washington University 2002 - 2006
U.S. House of Representatives 2000 - 2001
University of Pennsylvania Health System 1998 - 2000
Society of Financial Service Professionals 1998 - 1999
Skills
Investments, Strategic Financial..., Public Speaking, Asset Managment, Retirement Planning, Public Relations, Asset Allocation, Personal Finance, 401k, Strategic Planning, Financial Advisory, Leadership, Wealth Management, Financial Planners, Retirement, Newsletters, Asset Management, Financial Planning
Education
American University 2000 — 2004
MA, Public Communications
Indiana University of Pennsylvania 1996 — 1998
BA, Journalism
Financial Planning Association (FPA) February 2015 - Present
Financial Planning Association (FPA) June 2013 - February 2015
Financial Planning Association (FPA) August 2007 - June 2013
University of Maryland 2006 - 2007
George Washington University 2002 - 2006
U.S. House of Representatives 2000 - 2001
University of Pennsylvania Health System 1998 - 2000
Society of Financial Service Professionals 1998 - 1999
Skills
Investments, Strategic Financial..., Public Speaking, Asset Managment, Retirement Planning, Public Relations, Asset Allocation, Personal Finance, 401k, Strategic Planning, Financial Advisory, Leadership, Wealth Management, Financial Planners, Retirement, Newsletters, Asset Management, Financial Planning
Education
American University 2000 — 2004
MA, Public Communications
Indiana University of Pennsylvania 1996 — 1998
BA, Journalism
Jeffrey Tomaneng Jeffrey Tomaneng's Financial Planning Association (FPA) Experience September 2014 - Present
Job Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Lincoln Investment January 2009 - Present
Financial Planning Association (FPA) September 2014 - Present
Financial Planning Association (FPA) of Massachusetts January 2011 - December 2013
Financial Planning Association September 2011 - October 2012
Financial Planning Association July 2007 - October 2010
U.S. Wealth Management June 2007 - December 2008
NAIFA-Greater Massachusetts July 2006 - June 2008
Baystate Financial Services February 2002 - June 2007
Bryant University Executive Development Center April 2006 - July 2006
Citizens Bank January 2001 - February 2002
Skills
Retirement Planning, Financial Planning, Mutual Funds, Long Term Care, Insurance Planning, Investment Strategies, Investments, Strategic Financial..., Financial Planners
Education
College for Financial Planning 2006 — 2012
CMFC®, AAMS®, Investment Planning
The American College 2004 — 2005
ChFC, CLU, CASL, Financial Planning, Insurance Planning, Retirement Coaching
New York University 2003 — 2003
Certificate, Financial Planning
Kaplan University 2001 — 2003
Certificate, Financial Planning
Washington University in St. Louis - Olin Business School 1989 — 1992
Bachelor of Science in Business Administration (BSBA), Marketing and Finance
Washington University in St. Louis 1988 — 1992
Bachelor of Science in Business Administration (BSBA), Psychology minor
McLeansboro High School 1984 — 1988
Diploma
Lincoln Investment January 2009 - Present
Financial Planning Association (FPA) September 2014 - Present
Financial Planning Association (FPA) of Massachusetts January 2011 - December 2013
Financial Planning Association September 2011 - October 2012
Financial Planning Association July 2007 - October 2010
U.S. Wealth Management June 2007 - December 2008
NAIFA-Greater Massachusetts July 2006 - June 2008
Baystate Financial Services February 2002 - June 2007
Bryant University Executive Development Center April 2006 - July 2006
Citizens Bank January 2001 - February 2002
Skills
Retirement Planning, Financial Planning, Mutual Funds, Long Term Care, Insurance Planning, Investment Strategies, Investments, Strategic Financial..., Financial Planners
Education
College for Financial Planning 2006 — 2012
CMFC®, AAMS®, Investment Planning
The American College 2004 — 2005
ChFC, CLU, CASL, Financial Planning, Insurance Planning, Retirement Coaching
New York University 2003 — 2003
Certificate, Financial Planning
Kaplan University 2001 — 2003
Certificate, Financial Planning
Washington University in St. Louis - Olin Business School 1989 — 1992
Bachelor of Science in Business Administration (BSBA), Marketing and Finance
Washington University in St. Louis 1988 — 1992
Bachelor of Science in Business Administration (BSBA), Psychology minor
McLeansboro High School 1984 — 1988
Diploma
Nancy Johnson Jones's Financial Planning Association (FPA) Experience 2002 - 2004
Job Chief Compliance Officer at BOSC, Inc., A subsidiary of BOK Financial Corp.
Industry Financial Services
Experience
BOSC, Inc., A subsidiary of BOK Financial Corp. April 2013 - Present
Financial Network Investment Corporation, Member SIPC August 2010 - March 2013
CFP Board of Standards January 2007 - December 2010
Strategic Compliance Concepts August 2009 - August 2010
HighTower August 2008 - July 2009
BKD Wealth Advisors, LLC October 2006 - August 2008
Financial Planning Association (FPA) 2002 - 2004
1st Global January 2000 - June 2001
Cambridge Investment Research September 1996 - December 1999
Long Grove Trading Company 1989 - 1996
Skills
Investment Advisory, Securities, Asset Management, Compliance, Series 7, Series 24, Risk Management, High-Impact..., Leadership, Series 65, Financial Operations..., Consulting, Expert Witness, FINRA, Fiduciary
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Policy & Administration
BOSC, Inc., A subsidiary of BOK Financial Corp. April 2013 - Present
Financial Network Investment Corporation, Member SIPC August 2010 - March 2013
CFP Board of Standards January 2007 - December 2010
Strategic Compliance Concepts August 2009 - August 2010
HighTower August 2008 - July 2009
BKD Wealth Advisors, LLC October 2006 - August 2008
Financial Planning Association (FPA) 2002 - 2004
1st Global January 2000 - June 2001
Cambridge Investment Research September 1996 - December 1999
Long Grove Trading Company 1989 - 1996
Skills
Investment Advisory, Securities, Asset Management, Compliance, Series 7, Series 24, Risk Management, High-Impact..., Leadership, Series 65, Financial Operations..., Consulting, Expert Witness, FINRA, Fiduciary
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Policy & Administration
Bill DiModugno Bill DiModugno's Financial Planning Association (FPA) Experience February 2013 - January 2014
Job Director of Sales John Wiley and Sons Business, Finance and Accounting Group
Industry Publishing
Experience
John Wiley and Sons February 2014 - March 2015
Financial Planning Association (FPA) February 2013 - January 2014
Financial Advisor Magazine September 2008 - January 2013
SourceMedia January 2005 - August 2008
Bloomberg September 1997 - December 2004
The Wall Street Journal 1991 - 1997
The Chicago Tribune 1984 - 1991
Skills
Publishing, Director level, Advertising Sales, Magazines, Brand Development, Publications, Content Development, Editorial, Marketing Strategy, Online Advertising, Advertising, Copywriting, Integrated Marketing, Email Marketing, Digital Media, Marketing
Education
University of Missouri-Columbia
Bachelor of Journalism, Advertising and Marketing
John Wiley and Sons February 2014 - March 2015
Financial Planning Association (FPA) February 2013 - January 2014
Financial Advisor Magazine September 2008 - January 2013
SourceMedia January 2005 - August 2008
Bloomberg September 1997 - December 2004
The Wall Street Journal 1991 - 1997
The Chicago Tribune 1984 - 1991
Skills
Publishing, Director level, Advertising Sales, Magazines, Brand Development, Publications, Content Development, Editorial, Marketing Strategy, Online Advertising, Advertising, Copywriting, Integrated Marketing, Email Marketing, Digital Media, Marketing
Education
University of Missouri-Columbia
Bachelor of Journalism, Advertising and Marketing
Jackie Wen's Financial Planning Association (FPA) Experience 2014 - 2015
Job VP Financial Consultant, CFP® at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 1998 - Present
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Skills
Financial planning,..., Insurance, Strategic Financial..., Wealth Management, Retirement Planning, Certified Financial...
Education
San Jose State University 1997 — 2000
MBA, Finance
Charles Schwab 1998 - Present
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Skills
Financial planning,..., Insurance, Strategic Financial..., Wealth Management, Retirement Planning, Certified Financial...
Education
San Jose State University 1997 — 2000
MBA, Finance
Neal J. Solomon, CFP®, CLU, ChFC, CASL Neal J. Solomon, CFP®, CLU, ChFC, CASL's Financial Planning Association (FPA) Experience 1987 - Present
Job Managing Director at WealthPro®, LLC – an accomplished financial professional with diverse experience and interests.
Industry Financial Services
Experience
WealthPro ®, LLC (Registered Investment Advisory) June 2003 - Present
Certified Financial Planner Board of Standards, Inc. ("CFP Board")[ January 2015 - Present
The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) (also known as "The SFA") January 2005 - Present
Hearing Care Resources, LLC July 2009 - Present
Financial Planning Association (FPA) 1987 - Present
Neal J. Solomon, CFP®, CLU, ChFC, CASL January 1999 - Present
SoloStorm Enterprises (sm) July 1983 - Present
SFA Holdings, Inc. November 2007 - May 2015
The Journal of Financial Planning July 2001 - December 2014
Lincoln Investment Planning, Inc. March 1988 - December 2004
Skills
Financial Planning, Asset Management, Investment Advisory, Insurance, Securities, Investments, Mutual Funds, Retirement Planning, Estate Planning, Asset Allocation, Wealth Management, Financial Advisory, Portfolio Management, 401k, Retirement, Risk Management, Wealth, Pensions, Annuities, Investment Strategies, Small Business, Alternative Investments, Long Term Care, Employee Benefits, Business Strategy, Public Speaking, Financial Management
Education
The American College
CLU, Human Life Values, Risk Management, Taxation
The American College
ChFC, Personal Financial Management, Finance, Economics, Investments, Risk Mangement, Taxation
College for Financial Planning
CFP, Personal Finance, Financial Counseling, Finance, Economics, Investments, Risk Management, Taxation
State University of New York College at Potsdam 1979 — 1983
BA, Liberal Arts
The American College
CASL, Chartered Advisor for Senior Living
WealthPro ®, LLC (Registered Investment Advisory) June 2003 - Present
Certified Financial Planner Board of Standards, Inc. ("CFP Board")[ January 2015 - Present
The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) (also known as "The SFA") January 2005 - Present
Hearing Care Resources, LLC July 2009 - Present
Financial Planning Association (FPA) 1987 - Present
Neal J. Solomon, CFP®, CLU, ChFC, CASL January 1999 - Present
SoloStorm Enterprises (sm) July 1983 - Present
SFA Holdings, Inc. November 2007 - May 2015
The Journal of Financial Planning July 2001 - December 2014
Lincoln Investment Planning, Inc. March 1988 - December 2004
Skills
Financial Planning, Asset Management, Investment Advisory, Insurance, Securities, Investments, Mutual Funds, Retirement Planning, Estate Planning, Asset Allocation, Wealth Management, Financial Advisory, Portfolio Management, 401k, Retirement, Risk Management, Wealth, Pensions, Annuities, Investment Strategies, Small Business, Alternative Investments, Long Term Care, Employee Benefits, Business Strategy, Public Speaking, Financial Management
Education
The American College
CLU, Human Life Values, Risk Management, Taxation
The American College
ChFC, Personal Financial Management, Finance, Economics, Investments, Risk Mangement, Taxation
College for Financial Planning
CFP, Personal Finance, Financial Counseling, Finance, Economics, Investments, Risk Management, Taxation
State University of New York College at Potsdam 1979 — 1983
BA, Liberal Arts
The American College
CASL, Chartered Advisor for Senior Living
Elissa Buie, CFP Elissa Buie, CFP's Financial Planning Association (FPA) Experience 1987 - Present
Job President/CEO at Yeske Buie
Industry Financial Services
Experience
Golden Gate University 2010 - Present
Foundation for Financial Planning January 2008 - Present
Yeske Buie 2008 - Present
Financial Planning Association (FPA) 1987 - Present
Financial Planning Group, Inc. 1993 - 2008
Capitol Financial Consultants, Inc. 1988 - 1993
Heritage Financial Group/Heritage Financial Advisors 1983 - 1988
Education
University of Maryland College Park 1983 — 1987
MBA, Finance
University of Virginia 1978 — 1982
BS in Commerce, Finance
Golden Gate University 2010 - Present
Foundation for Financial Planning January 2008 - Present
Yeske Buie 2008 - Present
Financial Planning Association (FPA) 1987 - Present
Financial Planning Group, Inc. 1993 - 2008
Capitol Financial Consultants, Inc. 1988 - 1993
Heritage Financial Group/Heritage Financial Advisors 1983 - 1988
Education
University of Maryland College Park 1983 — 1987
MBA, Finance
University of Virginia 1978 — 1982
BS in Commerce, Finance
A. Raymond Benton A. Raymond Benton's Financial Planning Association (FPA) Experience 2015 - 2015
Job Investment Advisory Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
Benton & Company September 1995 - Present
Lincoln Financial Advisors January 1995 - Present
Financial Planning Association (FPA) 2015 - 2015
Associated Securities September 1984 - September 1995
Skills
Retirement, Investment Advisory, Series 7, Wealth Management, Estate Planning, Fixed Annuities, Mutual Funds, Securities, Strategic Financial..., IRAs, Investments, Insurance, Wealth, 401k, Retirement Planning, Financial Advisory, Asset Management, Asset Allocation, Finance, Small Business, Investment Strategies, Financial Services, Portfolio Management, Alternative Investments
Education
Oklahoma State University 1960 — 1964
Bachelor of Arts (B.A.), Philosophy
Chicago Theological Seminary
BD, Theology/Theological Studies
Miami University
Master of Arts (M.A.), Religion/Religious Studies
Benton & Company September 1995 - Present
Lincoln Financial Advisors January 1995 - Present
Financial Planning Association (FPA) 2015 - 2015
Associated Securities September 1984 - September 1995
Skills
Retirement, Investment Advisory, Series 7, Wealth Management, Estate Planning, Fixed Annuities, Mutual Funds, Securities, Strategic Financial..., IRAs, Investments, Insurance, Wealth, 401k, Retirement Planning, Financial Advisory, Asset Management, Asset Allocation, Finance, Small Business, Investment Strategies, Financial Services, Portfolio Management, Alternative Investments
Education
Oklahoma State University 1960 — 1964
Bachelor of Arts (B.A.), Philosophy
Chicago Theological Seminary
BD, Theology/Theological Studies
Miami University
Master of Arts (M.A.), Religion/Religious Studies
Keith Newcomb, CMT, CFP® Keith Newcomb, CMT, CFP®'s Financial Planning Association (FPA) Experience January 2013 - December 2014
Job Portfolio Manager
Industry Investment Management
Experience
Full Life Financial LLC July 2002 - Present
Financial Planning Association (FPA) January 2013 - December 2014
Market Technicians Association, Inc. April 2012 - 2014
FPA-PAC, Inc. January 2011 - 2014
Market Technicians Association, Inc. May 2012 - June 2013
Financial Planning Association January 2011 - December 2012
AIG July 2002 - June 2006
Luken Investment Group, Inc. March 2000 - July 2002
J. C. Bradford & Co. (now UBS Financial Services, Inc.) July 1996 - March 2000
Music Publishing Industry - Various Employers January 1986 - July 1996
Skills
Portfolio Management, Buy-side, Investments, Technical Analysis, Equities, Equity Research, Equity Trading, North American Equities, Global Asset Allocation, Adaptive Asset..., Tactical Asset..., Foreign Investment, Fixed Income, ETFs, Closed-end Funds, Wealth Advisory Services, Wealth Management, Financial Planning, Investment Advisory, Quantitative Research, Market Microstructure, C, C++
Education
Belmont University 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2005
Accredited Investment Fiduciary Certificate, Investment Fiduciary Practices
NSCC 2011 — 2011
Mathematics, Computer Science
Chartered Market Technician Institute 2010 — 2010
CMTi Level 3, Technical Analysis of Financial Markets
College for Financial Planning 2005 — 2010
CFP Certification Professional Education Program, Personal Financial Planning
Bloomington High School North 1981 — 1985
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
SMMU
Full Life Financial LLC July 2002 - Present
Financial Planning Association (FPA) January 2013 - December 2014
Market Technicians Association, Inc. April 2012 - 2014
FPA-PAC, Inc. January 2011 - 2014
Market Technicians Association, Inc. May 2012 - June 2013
Financial Planning Association January 2011 - December 2012
AIG July 2002 - June 2006
Luken Investment Group, Inc. March 2000 - July 2002
J. C. Bradford & Co. (now UBS Financial Services, Inc.) July 1996 - March 2000
Music Publishing Industry - Various Employers January 1986 - July 1996
Skills
Portfolio Management, Buy-side, Investments, Technical Analysis, Equities, Equity Research, Equity Trading, North American Equities, Global Asset Allocation, Adaptive Asset..., Tactical Asset..., Foreign Investment, Fixed Income, ETFs, Closed-end Funds, Wealth Advisory Services, Wealth Management, Financial Planning, Investment Advisory, Quantitative Research, Market Microstructure, C, C++
Education
Belmont University 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2005
Accredited Investment Fiduciary Certificate, Investment Fiduciary Practices
NSCC 2011 — 2011
Mathematics, Computer Science
Chartered Market Technician Institute 2010 — 2010
CMTi Level 3, Technical Analysis of Financial Markets
College for Financial Planning 2005 — 2010
CFP Certification Professional Education Program, Personal Financial Planning
Bloomington High School North 1981 — 1985
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
SMMU
Dennis Brewster Dennis Brewster's Financial Planning Association (FPA) Experience February 2007 - Present
Job Branch Manager and Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial February 1983 - Present
Financial Planning Association (FPA) February 2007 - Present
National Junior Basketball August 2003 - August 2013
Skills
Retirement Planning, IRAs, Investment Advisory, Investment Strategies, Portfolio Management, 401k, Wealth Management
Education
University of Denver 1981 — 1982
MBA, Finance
Babson College 1977 — 1981
Bachelor of Science (B.S.), Finance
SagePoint Financial February 1983 - Present
Financial Planning Association (FPA) February 2007 - Present
National Junior Basketball August 2003 - August 2013
Skills
Retirement Planning, IRAs, Investment Advisory, Investment Strategies, Portfolio Management, 401k, Wealth Management
Education
University of Denver 1981 — 1982
MBA, Finance
Babson College 1977 — 1981
Bachelor of Science (B.S.), Finance
Laura Heon, MBA's Financial Planning Association (FPA) Experience September 1995 - April 2000
Job Territory/Partner/Channel Account Manager
Industry Information Technology and Services
Experience
Panduit Corporation January 2015 - Present
Panduit Corporation August 2013 - Present
Juniper Networks January 2012 - September 2013
Secrets of Successful Sales (S.O.S.S.)-Advisor to Executives and Corporations January 2009 - August 2012
Flatirons Professionals' Network (FPN) January 2009 - July 2012
Boral Construction Materials September 2006 - January 2009
Classic Landscapes, LLC January 2004 - September 2006
MAS Concrete Group, Inc. July 2000 - January 2004
Financial Planning Association (FPA) September 1995 - April 2000
Crystal Engineering May 1994 - May 1995
Skills
Business Development, Strategy, Sales, Sales Management, CRM, New Business Development, Marketing Strategy, Management, SaaS, Project Management, Lead Generation, Account Management, Leadership, Public Speaking, Professional Services, Sales Operations, Competitive Analysis, Solution Selling, Manufacturing, Contract Negotiation, Salesforce.com, Training, Profitable, Client Development, Cross-functional Team..., B2B, Marketing, Product Management, Direct Sales, Association Management, Operations Management, Sales Process, Cloud Computing, Go-to-market Strategy, Security, Strategic Partnerships, Sales Training and..., Business Strategy, Customer Retention, Start-ups, Selling, Project Planning, Profitable Expansion of..., Environmental Services, Analytics, Customer Satisfaction, Pricing, National Media Relations, Construction Estimating, Sales of Manufacturing...
Education
University of Phoenix 2009 — 2012
MBA, Master of Business Administration (Finance, Accounting, Statistics and Economics Concentration)
University of Phoenix-Las Vegas Campus 2002 — 2006
BSBM, Business Administration, Management and Operations
Colorado Christian University
Associate's Degree, Human Resources Management/Personnel Administration, General
Panduit Corporation January 2015 - Present
Panduit Corporation August 2013 - Present
Juniper Networks January 2012 - September 2013
Secrets of Successful Sales (S.O.S.S.)-Advisor to Executives and Corporations January 2009 - August 2012
Flatirons Professionals' Network (FPN) January 2009 - July 2012
Boral Construction Materials September 2006 - January 2009
Classic Landscapes, LLC January 2004 - September 2006
MAS Concrete Group, Inc. July 2000 - January 2004
Financial Planning Association (FPA) September 1995 - April 2000
Crystal Engineering May 1994 - May 1995
Skills
Business Development, Strategy, Sales, Sales Management, CRM, New Business Development, Marketing Strategy, Management, SaaS, Project Management, Lead Generation, Account Management, Leadership, Public Speaking, Professional Services, Sales Operations, Competitive Analysis, Solution Selling, Manufacturing, Contract Negotiation, Salesforce.com, Training, Profitable, Client Development, Cross-functional Team..., B2B, Marketing, Product Management, Direct Sales, Association Management, Operations Management, Sales Process, Cloud Computing, Go-to-market Strategy, Security, Strategic Partnerships, Sales Training and..., Business Strategy, Customer Retention, Start-ups, Selling, Project Planning, Profitable Expansion of..., Environmental Services, Analytics, Customer Satisfaction, Pricing, National Media Relations, Construction Estimating, Sales of Manufacturing...
Education
University of Phoenix 2009 — 2012
MBA, Master of Business Administration (Finance, Accounting, Statistics and Economics Concentration)
University of Phoenix-Las Vegas Campus 2002 — 2006
BSBM, Business Administration, Management and Operations
Colorado Christian University
Associate's Degree, Human Resources Management/Personnel Administration, General
Tom Linn's Financial Planning Association (FPA) Experience 2012 - 2015
Job Branch Manager / Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
Financial Planning Association (FPA) 2012 - 2015
H&R Block Financial Advisors January 1996 - 2007
Merrill Lynch 1993 - 1995
Education
Louisiana State University 1991 — 1995
BS, Finance
Ameriprise Financial 2008 - Present
Financial Planning Association (FPA) 2012 - 2015
H&R Block Financial Advisors January 1996 - 2007
Merrill Lynch 1993 - 1995
Education
Louisiana State University 1991 — 1995
BS, Finance
Brenda Gillen Brenda Gillen's Financial Planning Association (FPA) Experience July 2012 - February 2014
Job Advancement Web Writer at Colorado College & Owner at Writing Matters LLC
Industry Writing and Editing
Experience
Colorado College April 2015 - Present
Writing Matters, LLC (Denver) January 2009 - Present
Colorado School of Mines Foundation February 2014 - April 2015
Financial Planning Association (FPA) July 2012 - February 2014
University of Denver 2005 - January 2009
University of Denver 2004 - 2005
University College, University of Denver 2004 - 2004
Merrill, Anderson, King & Harris, LLC 2003 - 2004
Wilson & Company Engineers and Architects 2001 - 2003
PRACO 1999 - 2001
Skills
Social Media Marketing, Teaching, Creative Writing, Email Marketing, Marketing, Web Content, Social Networking, Technical Writing, Facebook, Journalism, Grant Writing, Microsoft Office, Photoshop, Sustainability, Marketing Strategy, Graphic Design, Volunteer Management, Strategic Planning, Higher Education, Green Living, Research, Proposal Writing, Report Writing, News Writing, Interviews, Proofreading, Copy Editing, Entrepreneurship, Environmental Awareness, Marketing Communications, Blogging, Business Planning, Content Management, Problem Solving, System Design, Teamwork, Self-starter, Public Relations, Publications, Small Business, Collaboration, College Recruiting, Software, Financial Reporting, Creativity, Magazines, Content Development, Books, Editorial, Training
Education
University of Denver 2004 — 2006
MA
University of West Florida 1989 — 1991
BA
Lake City Community College 1985 — 1988
AA
The Art and Science of Donor Relations
Colorado College April 2015 - Present
Writing Matters, LLC (Denver) January 2009 - Present
Colorado School of Mines Foundation February 2014 - April 2015
Financial Planning Association (FPA) July 2012 - February 2014
University of Denver 2005 - January 2009
University of Denver 2004 - 2005
University College, University of Denver 2004 - 2004
Merrill, Anderson, King & Harris, LLC 2003 - 2004
Wilson & Company Engineers and Architects 2001 - 2003
PRACO 1999 - 2001
Skills
Social Media Marketing, Teaching, Creative Writing, Email Marketing, Marketing, Web Content, Social Networking, Technical Writing, Facebook, Journalism, Grant Writing, Microsoft Office, Photoshop, Sustainability, Marketing Strategy, Graphic Design, Volunteer Management, Strategic Planning, Higher Education, Green Living, Research, Proposal Writing, Report Writing, News Writing, Interviews, Proofreading, Copy Editing, Entrepreneurship, Environmental Awareness, Marketing Communications, Blogging, Business Planning, Content Management, Problem Solving, System Design, Teamwork, Self-starter, Public Relations, Publications, Small Business, Collaboration, College Recruiting, Software, Financial Reporting, Creativity, Magazines, Content Development, Books, Editorial, Training
Education
University of Denver 2004 — 2006
MA
University of West Florida 1989 — 1991
BA
Lake City Community College 1985 — 1988
AA
The Art and Science of Donor Relations
Craig Katz's Financial Planning Association (FPA) Experience June 1998 - February 2003
Job SVP, Institutional Sales
Industry Financial Services
Experience
Meridian-IQ April 2010 - August 2015
Discovery Data March 2003 - April 2010
Financial Planning Association (FPA) June 1998 - February 2003
Skills
Mutual Funds, Series 7, Series 63, Series 24, Sales Management, ETFs, Financial Services, Strategic Partnerships, Morningstar, Asset Allocation, Separately Managed..., Building Relationships, FINRA, Value Selling, Investment Advisory, Securities, Investment Strategies, Strategic Financial..., Investment Management, Wealth Management, Series 6, Hedge Funds, Financial Planning
Education
Boston College 1993 — 1997
Bachelor of Arts & Science, Communications
Meridian-IQ April 2010 - August 2015
Discovery Data March 2003 - April 2010
Financial Planning Association (FPA) June 1998 - February 2003
Skills
Mutual Funds, Series 7, Series 63, Series 24, Sales Management, ETFs, Financial Services, Strategic Partnerships, Morningstar, Asset Allocation, Separately Managed..., Building Relationships, FINRA, Value Selling, Investment Advisory, Securities, Investment Strategies, Strategic Financial..., Investment Management, Wealth Management, Series 6, Hedge Funds, Financial Planning
Education
Boston College 1993 — 1997
Bachelor of Arts & Science, Communications
Paul Fain's Financial Planning Association (FPA) Experience 1990 - Present
Job President at Asset Planning Corporation
Industry Financial Services
Experience
Financial Planning Association (FPA) 1990 - Present
Asset Planning Corporation January 1988 - Present
Skills
Portfolio Management, Retirement Planning, Financial Services, Estate Planning, Retirement, Investment Advisory, Wealth Management, Strategic Financial..., Financial Advisory, Wealth, Financial Planners, Asset Allocation
Education
Ohio University 1986 — 1987
M.S., Sports Administration
University of Tennessee-Knoxville 1980 — 1985
B.S., Education
Financial Planning Association (FPA) 1990 - Present
Asset Planning Corporation January 1988 - Present
Skills
Portfolio Management, Retirement Planning, Financial Services, Estate Planning, Retirement, Investment Advisory, Wealth Management, Strategic Financial..., Financial Advisory, Wealth, Financial Planners, Asset Allocation
Education
Ohio University 1986 — 1987
M.S., Sports Administration
University of Tennessee-Knoxville 1980 — 1985
B.S., Education
Jessica Sodman's Financial Planning Association (FPA) Experience January 2013 - Present
Job Manager, Strategic Alliances at Financial Planning Association (FPA)
Industry Financial Services
Experience
Financial Planning Association (FPA) January 2013 - Present
Financial Planning Association November 2011 - January 2013
Ann Taylor Retail August 2009 - November 2011
ITAGroup August 2008 - April 2011
Wells Fargo May 2008 - August 2008
University of Northern Iowa August 2007 - May 2008
Collins Community Credit Union May 2005 - August 2007
Skills
Employee Engagement, Development of..., Email Marketing, Delivering Results, Invoicing, Client Relationship..., Account Management, Program Management, Budgets, CRM, Competitive Analysis, Marketing Communications, Marketing, Training, Strategic Partnerships, Leadership, Marketing Strategy, Management, Market Planning, Customer Service, Strategy, Sales, Event Management
Education
University of Northern Iowa 2004 — 2008
BA, Marketing, Sales and Advertising, Minor in Psychology
Institut Superieur du Commerce - Paris 2007 — 2007
MBA Seminar: International Business, Luxury Brand Management, International Marketing
Kennedy High School 2000 — 2004
Financial Planning Association (FPA) January 2013 - Present
Financial Planning Association November 2011 - January 2013
Ann Taylor Retail August 2009 - November 2011
ITAGroup August 2008 - April 2011
Wells Fargo May 2008 - August 2008
University of Northern Iowa August 2007 - May 2008
Collins Community Credit Union May 2005 - August 2007
Skills
Employee Engagement, Development of..., Email Marketing, Delivering Results, Invoicing, Client Relationship..., Account Management, Program Management, Budgets, CRM, Competitive Analysis, Marketing Communications, Marketing, Training, Strategic Partnerships, Leadership, Marketing Strategy, Management, Market Planning, Customer Service, Strategy, Sales, Event Management
Education
University of Northern Iowa 2004 — 2008
BA, Marketing, Sales and Advertising, Minor in Psychology
Institut Superieur du Commerce - Paris 2007 — 2007
MBA Seminar: International Business, Luxury Brand Management, International Marketing
Kennedy High School 2000 — 2004
Susan Kornegay Susan Kornegay's Financial Planning Association (FPA) Experience 2015 - Present
Job Consultant/Coach | Business Planning | Client Experience | Marketing Messaging & Strategy | Team Development
Industry Financial Services
Experience
Pathfinder Strategic Solutions 2009 - Present
Financial Planning Association (FPA) 2015 - Present
Loring Ward 2007 - 2009
Wachovia Securities 2004 - 2007
Prudential Securities 1997 - 2004
Morgan Stanley Dean Witter 1984 - 1997
Skills
Strategic Consulting, Business Coaching, Business Strategy, Business Planning, Marketing Strategy, Marketing Communications, Team Leadership, Team Management, Business Model..., Delivering Workshops, Management, Retirement, Leadership, Strategic Planning, Coaching, Mutual Funds, Wealth Management, Entrepreneurship, Estate Planning, Investments, Management Consulting, Series 63, Consulting, Finance, Small Business, Financial Advisory, Financial Analysis, Retirement Planning
Education
Covenant Theological Seminary
M.A.B.S., Biblical Studies
The University of Akron
B.S.Ed., French & English
Pathfinder Strategic Solutions 2009 - Present
Financial Planning Association (FPA) 2015 - Present
Loring Ward 2007 - 2009
Wachovia Securities 2004 - 2007
Prudential Securities 1997 - 2004
Morgan Stanley Dean Witter 1984 - 1997
Skills
Strategic Consulting, Business Coaching, Business Strategy, Business Planning, Marketing Strategy, Marketing Communications, Team Leadership, Team Management, Business Model..., Delivering Workshops, Management, Retirement, Leadership, Strategic Planning, Coaching, Mutual Funds, Wealth Management, Entrepreneurship, Estate Planning, Investments, Management Consulting, Series 63, Consulting, Finance, Small Business, Financial Advisory, Financial Analysis, Retirement Planning
Education
Covenant Theological Seminary
M.A.B.S., Biblical Studies
The University of Akron
B.S.Ed., French & English
Cameron Tong Cameron Tong's Financial Planning Association (FPA) Experience 2014 - 2014
Job Campus Teacher and Tutor at Futures in Education (Halstrom Academy)
Industry Primary/Secondary Education
Experience
Futures in Education (Halstrom Academy) November 2014 - Present
Oakstone Wealth Management of LPL Financial May 2014 - November 2014
iServe Residential Lending & Goh Marketing Group July 2013 - June 2014
Financial Planning Association (FPA) 2014 - 2014
Private Tutoring June 2011 - May 2013
Allen Consulting June 2010 - September 2010
Skills
Finance, Economics, Teaching, Secondary Education, Mathematics, Common Core State..., Differentiated..., Educational Technology, Lesson Planning, Tutoring, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Lead Generation, Social Media, SEO, Mortgage Lending
Education
Concordia University Irvine 2015 — 2016
Single Subject Teacher Credential
University of California, Irvine 2011 — 2015
Bachelor's degree, Business Economics
Lutheran High School of Orange County 2007 — 2011
Futures in Education (Halstrom Academy) November 2014 - Present
Oakstone Wealth Management of LPL Financial May 2014 - November 2014
iServe Residential Lending & Goh Marketing Group July 2013 - June 2014
Financial Planning Association (FPA) 2014 - 2014
Private Tutoring June 2011 - May 2013
Allen Consulting June 2010 - September 2010
Skills
Finance, Economics, Teaching, Secondary Education, Mathematics, Common Core State..., Differentiated..., Educational Technology, Lesson Planning, Tutoring, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Lead Generation, Social Media, SEO, Mortgage Lending
Education
Concordia University Irvine 2015 — 2016
Single Subject Teacher Credential
University of California, Irvine 2011 — 2015
Bachelor's degree, Business Economics
Lutheran High School of Orange County 2007 — 2011
James Stoddard James Stoddard's Financial Planning Association (FPA) Experience 2009 - 2012
Job Director of Sales and Marketing at Capital Wealth Planning LLC
Industry Investment Management
Experience
Capital Wealth Planning March 2015 - Present
Alta Resources August 2014 - February 2015
TZ Insurance Solutions Inc. August 2013 - June 2014
VALIC January 2012 - July 2013
Financial Planning Association (FPA) 2009 - 2012
Lincoln Investment Planning January 2011 - December 2011
LPL Financial August 2006 - January 2011
Constitution Wealth Management August 2006 - January 2011
Fiancial Planning Association SWFLA 2009 - 2011
IATSE Local 38 & 647 March 1997 - April 2007
Skills
investing, Financial Planning, Group Presentations, Series 66, Insurance, Portfolio Management, Customer Relations, Retirement, Annuities, Public Speaking, Series 7, Cold Calling, Risk Management, Strategic Financial..., Asset Allocation, Investments
Education
Florida Gulf Coast University 2006 — 2010
Finance, Financial Planning
Florida Gulf Coast University 2006 — 2010
Bachelor of Science Degree, Finance
Western Michigan University 1980 — 1982
Northville High School
Wayne State University
Wayne State University
Capital Wealth Planning March 2015 - Present
Alta Resources August 2014 - February 2015
TZ Insurance Solutions Inc. August 2013 - June 2014
VALIC January 2012 - July 2013
Financial Planning Association (FPA) 2009 - 2012
Lincoln Investment Planning January 2011 - December 2011
LPL Financial August 2006 - January 2011
Constitution Wealth Management August 2006 - January 2011
Fiancial Planning Association SWFLA 2009 - 2011
IATSE Local 38 & 647 March 1997 - April 2007
Skills
investing, Financial Planning, Group Presentations, Series 66, Insurance, Portfolio Management, Customer Relations, Retirement, Annuities, Public Speaking, Series 7, Cold Calling, Risk Management, Strategic Financial..., Asset Allocation, Investments
Education
Florida Gulf Coast University 2006 — 2010
Finance, Financial Planning
Florida Gulf Coast University 2006 — 2010
Bachelor of Science Degree, Finance
Western Michigan University 1980 — 1982
Northville High School
Wayne State University
Wayne State University
Jay F. Mastilak, CFP®'s Financial Planning Association (FPA) Experience 2008 - 2011
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2007 - Present
Financial Planning Association (FPA) 2008 - 2011
PNC October 1984 - March 2007
Merrill Lynch 1980 - 1984
Skills
Investments, Securities, Asset Allocation, Series 7, Management, Finance, Retirement Planning, Mutual Funds, Financial Services, Financial Advisory, Leadership, Insurance, Investment Strategies, Risk Management, Relationship Management, Sales, 401k Rollovers, Concentrated Stock..., Fixed Income Strategies, Investment Planning, Stocks, Bonds, Retirement Savings, Wealth Preservation..., Multigenerational..., Deferred Compensation..., Strategic Planning
Education
Duquesne University 1983 — 1984
Finance
Community College of Allegheny County 1981 — 1983
Business
Wells Fargo Advisors March 2007 - Present
Financial Planning Association (FPA) 2008 - 2011
PNC October 1984 - March 2007
Merrill Lynch 1980 - 1984
Skills
Investments, Securities, Asset Allocation, Series 7, Management, Finance, Retirement Planning, Mutual Funds, Financial Services, Financial Advisory, Leadership, Insurance, Investment Strategies, Risk Management, Relationship Management, Sales, 401k Rollovers, Concentrated Stock..., Fixed Income Strategies, Investment Planning, Stocks, Bonds, Retirement Savings, Wealth Preservation..., Multigenerational..., Deferred Compensation..., Strategic Planning
Education
Duquesne University 1983 — 1984
Finance
Community College of Allegheny County 1981 — 1983
Business
Teresa (Terri) Larsen's Financial Planning Association (FPA) Experience April 2015 - April 2015
Job AwardWinning Professional Speaker | Data Visualization Thought Leader | Consultant
Industry Professional Training & Coaching
Experience
New Horizons Message August 2013 - Present
ScientificLiteracy.org 1999 - Present
your service June 1990 - Present
TLarsenPhD.com June 1990 - Present
Toastmasters District 26 July 2014 - June 2015
Financial Planning Association (FPA) April 2015 - April 2015
Toastmasters District 26 July 2013 - June 2014
San Diego State University August 2001 - June 2011
Workflow Applications 2000 - 2003
San Diego Supercomputer Center 1993 - 2002
Skills
Data Visualization, Science, Technical Writing, Presentation Coaching, Professional speaker, Biochemistry, Higher Education, 2D graphics, Teaching, 3D visualization, 3D animation, Educational Technology, Curriculum Development, E-Learning, Molecular Modeling, Data Analysis, Lifesciences, Technical Presentations, Presentation Preparation, PowerPoint, Computational Chemistry, Bioinformatics, Multimedia, Motivational Speaking, Genomics, Molecular Biology, Computer Graphics, Curriculum Design, Instructional Design, Public Speaking, Research, Video Production, Nonprofits, Statistics, Video, Computer Animation, Sales Presentations, Drug Design, Protein Chemistry, Cell, Biotechnology, Computational Biology, Genetics, Cell Biology, Cancer, Staff Development, Online Training, Pitches, Figures, Life Sciences
Education
University of California, Los Angeles 1984 — 1990
Ph.D., Biochemistry
San Diego State University-California State University 1981 — 1984
M.S., Molecular Biology
University of California, Davis 1979 — 1981
B.S., Biochemistry
Santa Rosa Junior College 1976 — 1979
AS, Biology
Saint Vincent High School 1972 — 1976
New Horizons Message August 2013 - Present
ScientificLiteracy.org 1999 - Present
your service June 1990 - Present
TLarsenPhD.com June 1990 - Present
Toastmasters District 26 July 2014 - June 2015
Financial Planning Association (FPA) April 2015 - April 2015
Toastmasters District 26 July 2013 - June 2014
San Diego State University August 2001 - June 2011
Workflow Applications 2000 - 2003
San Diego Supercomputer Center 1993 - 2002
Skills
Data Visualization, Science, Technical Writing, Presentation Coaching, Professional speaker, Biochemistry, Higher Education, 2D graphics, Teaching, 3D visualization, 3D animation, Educational Technology, Curriculum Development, E-Learning, Molecular Modeling, Data Analysis, Lifesciences, Technical Presentations, Presentation Preparation, PowerPoint, Computational Chemistry, Bioinformatics, Multimedia, Motivational Speaking, Genomics, Molecular Biology, Computer Graphics, Curriculum Design, Instructional Design, Public Speaking, Research, Video Production, Nonprofits, Statistics, Video, Computer Animation, Sales Presentations, Drug Design, Protein Chemistry, Cell, Biotechnology, Computational Biology, Genetics, Cell Biology, Cancer, Staff Development, Online Training, Pitches, Figures, Life Sciences
Education
University of California, Los Angeles 1984 — 1990
Ph.D., Biochemistry
San Diego State University-California State University 1981 — 1984
M.S., Molecular Biology
University of California, Davis 1979 — 1981
B.S., Biochemistry
Santa Rosa Junior College 1976 — 1979
AS, Biology
Saint Vincent High School 1972 — 1976
Richard Salmen Richard Salmen's Financial Planning Association (FPA) Experience 2006 - 2010
Job Board Member at CFP® Board of Standards
Industry Financial Services
Experience
CFP Board January 2015 - Present
BOK Financial August 2000 - Present
Federal Aviation Administration - FAA August 1988 - March 2013
Alliance of Cambridge Advisors 1997 - July 2012
Financial Planning Association (FPA) 2006 - 2010
United States Army Reserve May 1988 - December 2001
US Army January 1984 - July 1985
Skills
Financial Planning, Estate Planning, Asset Management, Cash Flow, Retirement Planning, Investments, Portfolio Management, Tax, Retirement, Wealth Management, Investment Advisory, Wealth, Strategic Planning, Public Speaking, 401k, Asset Allocation, Risk Management, Life Planning, IRA's, Financial Advisory, Employee Benefits, Pensions, Money, Budgeting, Personal Finance, Coaching, Writing, Trust Services, Trustee, Trust Management
Education
University of Kansas - Graduate School of Business 1990 — 1993
Master of Business Administration (M.B.A.)
University of Nebraska at Kearney 1985 — 1988
Bachelor's Degree, Business Administration - Airway Science Management
CFP Board January 2015 - Present
BOK Financial August 2000 - Present
Federal Aviation Administration - FAA August 1988 - March 2013
Alliance of Cambridge Advisors 1997 - July 2012
Financial Planning Association (FPA) 2006 - 2010
United States Army Reserve May 1988 - December 2001
US Army January 1984 - July 1985
Skills
Financial Planning, Estate Planning, Asset Management, Cash Flow, Retirement Planning, Investments, Portfolio Management, Tax, Retirement, Wealth Management, Investment Advisory, Wealth, Strategic Planning, Public Speaking, 401k, Asset Allocation, Risk Management, Life Planning, IRA's, Financial Advisory, Employee Benefits, Pensions, Money, Budgeting, Personal Finance, Coaching, Writing, Trust Services, Trustee, Trust Management
Education
University of Kansas - Graduate School of Business 1990 — 1993
Master of Business Administration (M.B.A.)
University of Nebraska at Kearney 1985 — 1988
Bachelor's Degree, Business Administration - Airway Science Management
Joslyn (G.) Ewart's Financial Planning Association (FPA) Experience 2000 - 2012
Job Founder and Principal, Entrust Financial, LLC
Industry Investment Management
Experience
Entrust Financial 2000 - Present
Financial Planning Association (FPA) 2000 - 2012
Financial Planning Association (FPA) 2000 - 2001
Skills
Investment Planning, Financial Planning, Estate Planning, Tax Planning, Insurance Planning, Planning for Charitable..., College Planning, Educational Consulting, Strategic Financial..., Investments, Retirement, Financial Planners
Education
College for Financial Planning 1997 — 1999
CERTIFIED FINANCIAL PLANNER Certification Professional Education Program, Investment Planning
Institute for Divorce Financial Analysts 2004 — 2005
Certified Divorce Financial AnalystTM Certification Professional Education Program, Financial Analysis
University of Pennsylvania 1978 — 1979
PA School Administrator Certificate, Educational Leadership and Administration, General
Temple University 1978 — 1980
Master of Arts, Education
Case Western Reserve University 1970 — 1974
Bachelor of Science, Music Education
Entrust Financial 2000 - Present
Financial Planning Association (FPA) 2000 - 2012
Financial Planning Association (FPA) 2000 - 2001
Skills
Investment Planning, Financial Planning, Estate Planning, Tax Planning, Insurance Planning, Planning for Charitable..., College Planning, Educational Consulting, Strategic Financial..., Investments, Retirement, Financial Planners
Education
College for Financial Planning 1997 — 1999
CERTIFIED FINANCIAL PLANNER Certification Professional Education Program, Investment Planning
Institute for Divorce Financial Analysts 2004 — 2005
Certified Divorce Financial AnalystTM Certification Professional Education Program, Financial Analysis
University of Pennsylvania 1978 — 1979
PA School Administrator Certificate, Educational Leadership and Administration, General
Temple University 1978 — 1980
Master of Arts, Education
Case Western Reserve University 1970 — 1974
Bachelor of Science, Music Education
Ann Barber,CFP® Ann Barber,CFP®'s Financial Planning Association (FPA) Experience 2011 - 2015
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA November 2012 - Present
Financial Planning Association (FPA) 2011 - 2015
Charles Schwab 2009 - 2012
Charles Schwab 2004 - 2009
Charles Schwab 2000 - 2004
Skills
Portfolio Management, Mutual Funds, Finance, Fixed Income, Series 7, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Investments, Strategic Financial..., Securities, Uniform Combined State..., Financial Services, Investment Strategies, Financial Advisory, FINRA, Asset Management
Education
The American College 2013 — 2015
Arizona State University 1997 — 1999
BS
Alfred State College - SUNY College of Technology 1977 — 1979
Associate of Applied Sciences (AAS)
North Tonawanda
USAA November 2012 - Present
Financial Planning Association (FPA) 2011 - 2015
Charles Schwab 2009 - 2012
Charles Schwab 2004 - 2009
Charles Schwab 2000 - 2004
Skills
Portfolio Management, Mutual Funds, Finance, Fixed Income, Series 7, Series 63, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investment Advisory, Investments, Strategic Financial..., Securities, Uniform Combined State..., Financial Services, Investment Strategies, Financial Advisory, FINRA, Asset Management
Education
The American College 2013 — 2015
Arizona State University 1997 — 1999
BS
Alfred State College - SUNY College of Technology 1977 — 1979
Associate of Applied Sciences (AAS)
North Tonawanda
Jennifer Oliver Jennifer Oliver's Financial Planning Association (FPA) Experience 2003 - 2005
Job Director, Communications and Marketing Robinson College of Business, Georgia State University
Industry Public Relations and Communications
Experience
Georgia State University April 2015 - Present
AdvancED January 2006 - December 2014
Southern Association of Colleges and Schools 2005 - 2006
Financial Planning Association (FPA) 2003 - 2005
Financial Planning Association (FPA) 2000 - 2003
International Association for Financial Planning 1998 - 2000
International Association for Financial Planning 1997 - 1998
International Association for Financial Planning 1995 - 1997
International Association for Financial Planning 1993 - 1995
Skills
Media Relations, Marketing, Public Relations, Internal Communications, Management, Publications, Strategic Communications, Marketing Strategy, Publication Management, Event Management, Community Development, Community and Volunteer..., Event Planning and..., Crisis Communications, Marketing Communications, Executive..., Branding, External Communications, Change Management, Leadership
Education
The University of Georgia
Bachelor's Degree, Journalism
Georgia State University April 2015 - Present
AdvancED January 2006 - December 2014
Southern Association of Colleges and Schools 2005 - 2006
Financial Planning Association (FPA) 2003 - 2005
Financial Planning Association (FPA) 2000 - 2003
International Association for Financial Planning 1998 - 2000
International Association for Financial Planning 1997 - 1998
International Association for Financial Planning 1995 - 1997
International Association for Financial Planning 1993 - 1995
Skills
Media Relations, Marketing, Public Relations, Internal Communications, Management, Publications, Strategic Communications, Marketing Strategy, Publication Management, Event Management, Community Development, Community and Volunteer..., Event Planning and..., Crisis Communications, Marketing Communications, Executive..., Branding, External Communications, Change Management, Leadership
Education
The University of Georgia
Bachelor's Degree, Journalism
Daniel Caffrey Daniel Caffrey's Financial Planning Association (FPA) Experience January 2002 - Present
Job Insurance Sales Representative at Chartered Financial Planning Associates, Ltd.
Industry Financial Services
Experience
Lincoln Financial Securities December 2013 - Present
Chartered Financial Planning Associates, Ltd. November 2012 - Present
Financial Planning Association (FPA) January 2002 - Present
St. Mary's Catholic Church January 1994 - Present
Bon Air Basketball October 2010 - March 2014
Tuckahoe Little League 2004 - 2013
Royal Chevrolet July 2011 - October 2012
Pinnacle First Financial Group, LLC October 2010 - October 2012
Innsbrook Breakfast Club 2009 - 2011
Ancient Order of Hibernians 2009 - 2011
Skills
Fixed Annuities, Long Term Care Insurance, Retirement, IRAs, Disability Insurance, Life Insurance, Insurance, Series 7, Estate Planning, Long-term Care, 401k, Mutual Funds, Term Life Insurance
Education
The American College 1998 — 2002
Chartered Life Underwriter (CLU); Chartered Financial Consultant (ChFC)
Southeastern Louisiana University 1979 — 1984
BA, Health and Physical Education
St. Paul's High School 1974 — 1977
HS Diploma, N/A
Lincoln Financial Securities December 2013 - Present
Chartered Financial Planning Associates, Ltd. November 2012 - Present
Financial Planning Association (FPA) January 2002 - Present
St. Mary's Catholic Church January 1994 - Present
Bon Air Basketball October 2010 - March 2014
Tuckahoe Little League 2004 - 2013
Royal Chevrolet July 2011 - October 2012
Pinnacle First Financial Group, LLC October 2010 - October 2012
Innsbrook Breakfast Club 2009 - 2011
Ancient Order of Hibernians 2009 - 2011
Skills
Fixed Annuities, Long Term Care Insurance, Retirement, IRAs, Disability Insurance, Life Insurance, Insurance, Series 7, Estate Planning, Long-term Care, 401k, Mutual Funds, Term Life Insurance
Education
The American College 1998 — 2002
Chartered Life Underwriter (CLU); Chartered Financial Consultant (ChFC)
Southeastern Louisiana University 1979 — 1984
BA, Health and Physical Education
St. Paul's High School 1974 — 1977
HS Diploma, N/A
Cory Sims's Financial Planning Association (FPA) Experience 2014 - 2014
Job Managing Member, Investment Advisor Representative at Sims Investment Management, LLC
Industry Financial Services
Experience
Sims Investment Management, LLC December 2013 - Present
Financial Planning Association (FPA) 2014 - 2014
Valhalla Investment Advisory June 2012 - November 2013
Johnson Investment Counsel June 2009 - June 2012
University of Cincinnati 2006 - August 2011
Ward Group March 2008 - September 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, Portfolio Management, Equities, Fixed Income, PowerPoint, Asset Managment, Bloomberg, Microsoft Office
Education
University of Cincinnati 2006 — 2011
BBA, Financa
University of Cincinnati College of Business 2006 — 2011
Bachelor of Business Administation, Finance and Real Estate
Sims Investment Management, LLC December 2013 - Present
Financial Planning Association (FPA) 2014 - 2014
Valhalla Investment Advisory June 2012 - November 2013
Johnson Investment Counsel June 2009 - June 2012
University of Cincinnati 2006 - August 2011
Ward Group March 2008 - September 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, Investments, Portfolio Management, Equities, Fixed Income, PowerPoint, Asset Managment, Bloomberg, Microsoft Office
Education
University of Cincinnati 2006 — 2011
BBA, Financa
University of Cincinnati College of Business 2006 — 2011
Bachelor of Business Administation, Finance and Real Estate
Ben Lewis Ben Lewis's Financial Planning Association (FPA) Experience July 2013 - Present
Job Director of Public Relations at FPA Connecting financial professionals with trade and consumer journalists
Industry Public Relations and Communications
Experience
Financial Planning Association (FPA) July 2013 - Present
National Association of Personal Financial Advisors September 2010 - June 2013
National Association of Personal Financial Advisors August 2005 - September 2010
Perception October 2002 - September 2010
The Scarborough Group, Inc. June 1999 - October 2002
Sigma Alpha Epsilon Fraternity and Foundation November 1996 - August 1999
Swett For U.S. Senate '96 November 1995 - November 1996
Skills
Public Relations, Media Relations, Strategic Communications, Public Speaking, Social Media, Marketing Strategy, Marketing Communications, Corporate Communications, Press Releases, Internal Communications, Blogging, Coaching, Communication Training, Crisis Communications, Publicity, Reputation Management, Spokesperson, Brand Development, Financial Communications, Adobe Creative Suite, WordPress, Newsletters, Content Management, Speech Writing, Marketing, Message Development, Web Content
Education
Bradley University 1991 — 1995
Bachelor of Science (B.S.), Public Relations
Financial Planning Association (FPA) July 2013 - Present
National Association of Personal Financial Advisors September 2010 - June 2013
National Association of Personal Financial Advisors August 2005 - September 2010
Perception October 2002 - September 2010
The Scarborough Group, Inc. June 1999 - October 2002
Sigma Alpha Epsilon Fraternity and Foundation November 1996 - August 1999
Swett For U.S. Senate '96 November 1995 - November 1996
Skills
Public Relations, Media Relations, Strategic Communications, Public Speaking, Social Media, Marketing Strategy, Marketing Communications, Corporate Communications, Press Releases, Internal Communications, Blogging, Coaching, Communication Training, Crisis Communications, Publicity, Reputation Management, Spokesperson, Brand Development, Financial Communications, Adobe Creative Suite, WordPress, Newsletters, Content Management, Speech Writing, Marketing, Message Development, Web Content
Education
Bradley University 1991 — 1995
Bachelor of Science (B.S.), Public Relations
Martin Siesta Martin Siesta's Financial Planning Association (FPA) Experience 2004 - 2007
Job Financial Planner and Investment Manager at Compass Wealth Management LLC
Industry Financial Services
Experience
Compass Wealth Management LLC October 2013 - Present
Berkana Institue/Art of Hosting May 2009 - Present
CFP Board January 2013 - January 2014
CFP Board 2009 - January 2014
compass wealth management September 2005 - October 2013
Kinder Institute 2002 - 2013
Art ot Hosting 2006 - 2009
Financial Planning Association (FPA) 2004 - 2007
MetLife December 1996 - September 2005
Skills
Leadership Development, Strategic Planning, Leadership, Ethics, Training, Strategic Financial..., World Cafe, Retirement, Open Space, Culture Change, Executive Coaching, Personal Financial..., Organizational Learning, Change Management, Professional Ethics, Life Coaching, Systems Thinking, Estate Planning, Facilitation, Personal Finance, Retirement Planning, Financial Planners, Investment Advisory, Wealth Management, Wealth, Small Business, Series 7, FINRA, Workshop Facilitation, Executive Development, Facilitators, Circle Training
Education
Pace University
BA, Social Studies, Education
The American College
MSFS, Financial Services
Compass Wealth Management LLC October 2013 - Present
Berkana Institue/Art of Hosting May 2009 - Present
CFP Board January 2013 - January 2014
CFP Board 2009 - January 2014
compass wealth management September 2005 - October 2013
Kinder Institute 2002 - 2013
Art ot Hosting 2006 - 2009
Financial Planning Association (FPA) 2004 - 2007
MetLife December 1996 - September 2005
Skills
Leadership Development, Strategic Planning, Leadership, Ethics, Training, Strategic Financial..., World Cafe, Retirement, Open Space, Culture Change, Executive Coaching, Personal Financial..., Organizational Learning, Change Management, Professional Ethics, Life Coaching, Systems Thinking, Estate Planning, Facilitation, Personal Finance, Retirement Planning, Financial Planners, Investment Advisory, Wealth Management, Wealth, Small Business, Series 7, FINRA, Workshop Facilitation, Executive Development, Facilitators, Circle Training
Education
Pace University
BA, Social Studies, Education
The American College
MSFS, Financial Services
Ryan Eatherly,CFP®'s Financial Planning Association (FPA) Experience 2014 - 2015
Job Partner, Financial Planner
Industry Financial Services
Experience
Martin Financial Group, LLC March 2004 - Present
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Carnegie center for art and History 2012 - 2014
Southern Indiana Estate Planning Council 2010 - 2011
Prudential Financial January 2005 - February 2009
Skills
Financial Planning, Estate Planning, Investment Management, Asset Allocation, Mutual Funds, Investments, Series 63, Series 7, Portfolio Management, Investment Strategies, Investment Advisory, Retirement Planning, Long-term Care, Retirement, Long Term Care Insurance
Education
University of Louisville 1999 — 2004
BA, Economics
St. Xavier 1996 — 1999
Martin Financial Group, LLC March 2004 - Present
Financial Planning Association (FPA) 2014 - 2015
Financial Planning Association (FPA) 2014 - 2015
Carnegie center for art and History 2012 - 2014
Southern Indiana Estate Planning Council 2010 - 2011
Prudential Financial January 2005 - February 2009
Skills
Financial Planning, Estate Planning, Investment Management, Asset Allocation, Mutual Funds, Investments, Series 63, Series 7, Portfolio Management, Investment Strategies, Investment Advisory, Retirement Planning, Long-term Care, Retirement, Long Term Care Insurance
Education
University of Louisville 1999 — 2004
BA, Economics
St. Xavier 1996 — 1999
Hannah Parkes Hannah Parkes's Financial Planning Association (FPA) Experience October 2013 - November 2013
Job Helping Advertising, Marketing & Digital Agencies elevate their business with cloud solutions ☁
Industry Computer Software
Experience
NetSuite August 2015 - Present
NetSuite August 2014 - August 2015
Alpha Phi International Fraternity January 2013 - January 2014
Financial Planning Association (FPA) October 2013 - November 2013
Biennial of the Americas May 2013 - June 2013
Denver Art Company, Inc. March 2012 - June 2012
Alpha Phi Fraternity January 2011 - January 2012
University of Denver August 2011 - September 2011
Prudential Montana Real Estate June 2011 - August 2011
Skills
Microsoft Office..., Microsoft Office Word..., Microsoft Office Excel..., Conversationally Fluent..., Event Planning, Fundraising, Public Speaking, Community Outreach, Social Media, Non-profits, PowerPoint, Volunteer Management, Social Networking, Event Management, Facebook, Microsoft Excel, Microsoft Office, Microsoft Word, Public Relations, Research, Program Development, Social Media Marketing, Grant Writing, Nonprofits, Leadership, Marketing
Education
University of Denver - Daniels College of Business 2010 — 2014
BSBA, International Business, Leadership, Art
Accademia Italiana, Florence, Italy 2012 — 2012
Fine and Studio Arts, Art History
Bozeman High School 2006 — 2010
NetSuite August 2015 - Present
NetSuite August 2014 - August 2015
Alpha Phi International Fraternity January 2013 - January 2014
Financial Planning Association (FPA) October 2013 - November 2013
Biennial of the Americas May 2013 - June 2013
Denver Art Company, Inc. March 2012 - June 2012
Alpha Phi Fraternity January 2011 - January 2012
University of Denver August 2011 - September 2011
Prudential Montana Real Estate June 2011 - August 2011
Skills
Microsoft Office..., Microsoft Office Word..., Microsoft Office Excel..., Conversationally Fluent..., Event Planning, Fundraising, Public Speaking, Community Outreach, Social Media, Non-profits, PowerPoint, Volunteer Management, Social Networking, Event Management, Facebook, Microsoft Excel, Microsoft Office, Microsoft Word, Public Relations, Research, Program Development, Social Media Marketing, Grant Writing, Nonprofits, Leadership, Marketing
Education
University of Denver - Daniels College of Business 2010 — 2014
BSBA, International Business, Leadership, Art
Accademia Italiana, Florence, Italy 2012 — 2012
Fine and Studio Arts, Art History
Bozeman High School 2006 — 2010
Adam Kornegay's Financial Planning Association (FPA) Experience 2015 - Present
Job Consultant to Financial Advisors and Financial Services Firms
Industry Financial Services
Experience
Pathfinder Strategic Solutions October 2009 - Present
Financial Planning Association (FPA) 2015 - Present
Wells Fargo Advisors February 2007 - October 2009
Experian-Scorex March 2001 - February 2007
Experian September 2000 - March 2001
Experian July 1997 - September 2000
Experian July 1996 - July 1997
Skills
Business Strategy, Data Analysis, Business Planning, Series 7, Series 66, Credit Scoring, Investments, Wealth Management, Investment Advisory, Analytics, Strategic Financial..., Portfolio Management, Risk Management, Financial Services
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics/Marketing
Pathfinder Strategic Solutions October 2009 - Present
Financial Planning Association (FPA) 2015 - Present
Wells Fargo Advisors February 2007 - October 2009
Experian-Scorex March 2001 - February 2007
Experian September 2000 - March 2001
Experian July 1997 - September 2000
Experian July 1996 - July 1997
Skills
Business Strategy, Data Analysis, Business Planning, Series 7, Series 66, Credit Scoring, Investments, Wealth Management, Investment Advisory, Analytics, Strategic Financial..., Portfolio Management, Risk Management, Financial Services
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics/Marketing
Claude H. Collins's Financial Planning Association (FPA) Experience February 2004 - June 2006
Job Wealth Management, Financial Planning, Private Banking and Healthcare
Industry Financial Services
Experience
Aegis Global Communications / United Healthcare - Medicare Campaign August 2013 - December 2013
Altfest Personal Wealth Management March 2007 - December 2010
Financial Planning Association (FPA) February 2004 - June 2006
H & R Block September 2003 - March 2004
JPMorgan Chase January 1991 - May 2001
Manufacturers Hanover Trust Company January 1981 - January 1991
Skills
Wealth Management, Private Banking, Relationship Management, Client Development, Marketing, Client Relations Skills, Customer Service, Personal Financial..., Healthcare, Health Insurance, TeleSales, Medicare, Medicare Advantage, Medicare Part D, Medicare Prescription..., Project Management, Financial Analysis, Event Planning, Strategic Planning, Negotiation, Credit Management, Credit, Mortgage Underwriting, Tax Preparation, Non-profit Volunteer, Volunteering, Microsoft Office, Microsoft Excel, PowerPoint
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Banking and Finance
Hunter College
M.S, Counseling Education
University of Southwestern Louisiana
B.S, Psychology
Aegis Global Communications / United Healthcare - Medicare Campaign August 2013 - December 2013
Altfest Personal Wealth Management March 2007 - December 2010
Financial Planning Association (FPA) February 2004 - June 2006
H & R Block September 2003 - March 2004
JPMorgan Chase January 1991 - May 2001
Manufacturers Hanover Trust Company January 1981 - January 1991
Skills
Wealth Management, Private Banking, Relationship Management, Client Development, Marketing, Client Relations Skills, Customer Service, Personal Financial..., Healthcare, Health Insurance, TeleSales, Medicare, Medicare Advantage, Medicare Part D, Medicare Prescription..., Project Management, Financial Analysis, Event Planning, Strategic Planning, Negotiation, Credit Management, Credit, Mortgage Underwriting, Tax Preparation, Non-profit Volunteer, Volunteering, Microsoft Office, Microsoft Excel, PowerPoint
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Banking and Finance
Hunter College
M.S, Counseling Education
University of Southwestern Louisiana
B.S, Psychology
Evelyn Zohlen's Financial Planning Association (FPA) Experience January 2014 - Present
Job Helping Women in Transition secure their financial future
Industry Financial Services
Experience
Inspired Financial June 2002 - Present
Financial Planning Association (FPA) January 2014 - Present
Center for Investments and Wealth Management, UC Irvine July 2010 - Present
Financial Planning Association of California 2012 - 2014
Financial Planning Association 2010 - September 2011
Financial Planning Association - Orange County Chapter 2009 - 2011
WomanSage January 2009 - December 2010
The Vanguard Group April 1998 - July 2002
United States Air Force December 1988 - May 1997
Skills
Retirement Planning, Investments, Wealth Management, Financial Advisory, Portfolio Management, Personal Finance, Money, Asset, Strategic Financial..., Retirement, 401k, Long-term Care, Asset Allocation, Estate Planning, Mutual Funds, Series 7, Investment Advisory, Asset Managment, Wealth, Fixed Annuities
Education
FPA Residency Program 2004 — 2004
UCI Lake Arrowhead
Villanova University 1999 — 2002
MBA, Finance (Portfolio Management)
Joint Military Intelligence College 1993 — 1994
BS, Strategic Intelligence
The University of Texas at Austin 1984 — 1988
BA, Spanish, Business
Cypress Creek High School
Inspired Financial June 2002 - Present
Financial Planning Association (FPA) January 2014 - Present
Center for Investments and Wealth Management, UC Irvine July 2010 - Present
Financial Planning Association of California 2012 - 2014
Financial Planning Association 2010 - September 2011
Financial Planning Association - Orange County Chapter 2009 - 2011
WomanSage January 2009 - December 2010
The Vanguard Group April 1998 - July 2002
United States Air Force December 1988 - May 1997
Skills
Retirement Planning, Investments, Wealth Management, Financial Advisory, Portfolio Management, Personal Finance, Money, Asset, Strategic Financial..., Retirement, 401k, Long-term Care, Asset Allocation, Estate Planning, Mutual Funds, Series 7, Investment Advisory, Asset Managment, Wealth, Fixed Annuities
Education
FPA Residency Program 2004 — 2004
UCI Lake Arrowhead
Villanova University 1999 — 2002
MBA, Finance (Portfolio Management)
Joint Military Intelligence College 1993 — 1994
BS, Strategic Intelligence
The University of Texas at Austin 1984 — 1988
BA, Spanish, Business
Cypress Creek High School
Karen Nystrom's Financial Planning Association (FPA) Experience July 2013 - Present
Job Director of Advocacy at Financial Planning Association
Industry Nonprofit Organization Management
Experience
Financial Planning Association (FPA) July 2013 - Present
National Association of Personal Financial Advisors April 2011 - July 2013
Daniel Biss for State Representative February 2010 - November 2010
Hoffman for Illinois September 2009 - February 2010
St. Rep. Elaine Nekritz January 2005 - September 2009
North Suburban United Way May 2001 - January 2005
University of Tennessee at Chattanooga August 1995 - May 1999
Skills
Non-profits, Public Speaking, Social Media, Fundraising, Volunteer Management, Public Policy, Nonprofits, Campaign Management, Grassroots Organizing, Event Planning, Leadership Development, Community Outreach, Leadership, Editing, Legislative Relations, Strategic Communications, Political Campaigns, Politics, Grassroots
Education
Ripon College
B.A., English
Vermont College
M.F.A., Writing
New Trier East High School
Diploma
Financial Planning Association (FPA) July 2013 - Present
National Association of Personal Financial Advisors April 2011 - July 2013
Daniel Biss for State Representative February 2010 - November 2010
Hoffman for Illinois September 2009 - February 2010
St. Rep. Elaine Nekritz January 2005 - September 2009
North Suburban United Way May 2001 - January 2005
University of Tennessee at Chattanooga August 1995 - May 1999
Skills
Non-profits, Public Speaking, Social Media, Fundraising, Volunteer Management, Public Policy, Nonprofits, Campaign Management, Grassroots Organizing, Event Planning, Leadership Development, Community Outreach, Leadership, Editing, Legislative Relations, Strategic Communications, Political Campaigns, Politics, Grassroots
Education
Ripon College
B.A., English
Vermont College
M.F.A., Writing
New Trier East High School
Diploma
Christy Lang's Financial Planning Association (FPA) Experience May 2015 - Present
Job Executive Operations and Human Resources
Industry Financial Services
Experience
Financial Planning Association (FPA) May 2015 - Present
ARCADIS October 2009 - May 2015
PricewaterhouseCoopers September 2007 - October 2009
PricewaterhouseCoopers February 2005 - September 2007
Oracle 2004 - 2005
Complete Business Systems 2003 - 2004
Skills
Contract Management, Microsoft Office, Microsoft Excel, Administrative..., Sustainability, Event Planning, Event Management, Meeting Planning, Coordinate Meetings, Budgets, Time Management, Social Media, Manage Client..., Employee Engagement, Analysis, Office Management, Program Management, Project Planning, Outlook, Project Coordination, PowerPoint, Proposal Writing, Training, Leadership, Human Resources, Procurement, Administrative...
Education
Bellingham Technical College 2001 — 2003
Associate's Degree, Computer Software Support, 3.9
Financial Planning Association (FPA) May 2015 - Present
ARCADIS October 2009 - May 2015
PricewaterhouseCoopers September 2007 - October 2009
PricewaterhouseCoopers February 2005 - September 2007
Oracle 2004 - 2005
Complete Business Systems 2003 - 2004
Skills
Contract Management, Microsoft Office, Microsoft Excel, Administrative..., Sustainability, Event Planning, Event Management, Meeting Planning, Coordinate Meetings, Budgets, Time Management, Social Media, Manage Client..., Employee Engagement, Analysis, Office Management, Program Management, Project Planning, Outlook, Project Coordination, PowerPoint, Proposal Writing, Training, Leadership, Human Resources, Procurement, Administrative...
Education
Bellingham Technical College 2001 — 2003
Associate's Degree, Computer Software Support, 3.9
Mike Avila's Financial Planning Association (FPA) Experience 2013 - Present
Job Department of Corporate Relations at FPA Financial Planning Association
Industry Publishing
Experience
Financial Planning Association (FPA) 2013 - Present
Key Media 2012 - 2014
SourceMedia Inc. 2007 - 2012
Westwood One 2006 - 2007
American Airlines Publishing 2002 - 2006
San Diego Business Journal 2001 - 2002
Nature Publishing Group 1999 - 2001
WIRED 1998 - 1999
Clear Channel Outdoor Global 1995 - 1998
Education
California State University-Fresno 1994 — 1998
Bachelor of Arts (B.A.), Mass Communications and Journalism
Financial Planning Association (FPA) 2013 - Present
Key Media 2012 - 2014
SourceMedia Inc. 2007 - 2012
Westwood One 2006 - 2007
American Airlines Publishing 2002 - 2006
San Diego Business Journal 2001 - 2002
Nature Publishing Group 1999 - 2001
WIRED 1998 - 1999
Clear Channel Outdoor Global 1995 - 1998
Education
California State University-Fresno 1994 — 1998
Bachelor of Arts (B.A.), Mass Communications and Journalism
Duane Thompson, AIFA's Financial Planning Association (FPA) Experience 1995 - 2009
Job President, Potomac Strategies LLC
Industry Government Relations
Experience
fi360 November 2010 - Present
Potomac Strategies LLC October 2009 - Present
Financial Planning Association May 1995 - September 2009
FPA 2005 - 2009
Financial Planning Association (FPA) 1995 - 2009
International Franchise Association 1989 - 1993
Skills
Fiduciary Expert..., Fiduciary Consulting..., Government Relations, Public Relations Crisis..., Speech and Public..., Strategic Planning, Public Policy, Public Relations, Management, Strategic Communications, Media Relations, Public Speaking, Journalism, Association Management, Corporate Communications, 401k, Nonprofits, Asset Allocation
Education
University of Missouri-Columbia 1980 — 1981
M.A., Journalism
Principia College 1972 — 1976
B.A., History, Studio Art
fi360 November 2010 - Present
Potomac Strategies LLC October 2009 - Present
Financial Planning Association May 1995 - September 2009
FPA 2005 - 2009
Financial Planning Association (FPA) 1995 - 2009
International Franchise Association 1989 - 1993
Skills
Fiduciary Expert..., Fiduciary Consulting..., Government Relations, Public Relations Crisis..., Speech and Public..., Strategic Planning, Public Policy, Public Relations, Management, Strategic Communications, Media Relations, Public Speaking, Journalism, Association Management, Corporate Communications, 401k, Nonprofits, Asset Allocation
Education
University of Missouri-Columbia 1980 — 1981
M.A., Journalism
Principia College 1972 — 1976
B.A., History, Studio Art
Elizabeth Palomeque's Financial Planning Association (FPA) Experience 1993 - 2010
Job Managing Director, First Republic Investment Managment
Industry Banking
Experience
Escuela Bilingue Internacional July 2011 - Present
First Republic Investment Managment August 2004 - Present
Financial Planning Association (FPA) 1993 - 2010
Bay Isle Financial October 1993 - July 2003
Skills
Portfolio Management, Management, Nonprofits, Banking, Public Speaking, Strategic Planning, Wealth Management, Event Planning, Asset Allocation, Investment Management, Investment Advisory
Education
University of California, Berkeley 1989 — 1993
Phillips Academy, Andover 1987 — 1989
Escuela Bilingue Internacional July 2011 - Present
First Republic Investment Managment August 2004 - Present
Financial Planning Association (FPA) 1993 - 2010
Bay Isle Financial October 1993 - July 2003
Skills
Portfolio Management, Management, Nonprofits, Banking, Public Speaking, Strategic Planning, Wealth Management, Event Planning, Asset Allocation, Investment Management, Investment Advisory
Education
University of California, Berkeley 1989 — 1993
Phillips Academy, Andover 1987 — 1989
Robert Abelson III's Financial Planning Association (FPA) Experience June 2012 - April 2013
Job Improv and Commuications Student
Industry Information Technology and Services
Experience
N/A May 2014 - January 2015
Bross Group April 2013 - January 2014
Financial Planning Association (FPA) June 2012 - April 2013
USAF October 2002 - July 2007
Skills
Yes, And, Improv comedy, Help Desk Support, Windows 7, Computer Security, Windows Server, Network Security, Troubleshooting, Security, Operating Systems, Windows XP, OS data migration, Windows Vista, windows 8, windows 8 RT
Education
Second City classes 2014 — 2015
Improv comedy, pass
Moraine Valley Community College 2008 — 2011
IT Security Specialist, Information Technology
CHSAS
High School
N/A May 2014 - January 2015
Bross Group April 2013 - January 2014
Financial Planning Association (FPA) June 2012 - April 2013
USAF October 2002 - July 2007
Skills
Yes, And, Improv comedy, Help Desk Support, Windows 7, Computer Security, Windows Server, Network Security, Troubleshooting, Security, Operating Systems, Windows XP, OS data migration, Windows Vista, windows 8, windows 8 RT
Education
Second City classes 2014 — 2015
Improv comedy, pass
Moraine Valley Community College 2008 — 2011
IT Security Specialist, Information Technology
CHSAS
High School
Michael Wallin's Financial Planning Association (FPA) Experience 2013 - 2015
Job Investment Advisor, Certified Financial Planner(TM), Consultant & Educator
Industry Financial Services
Experience
Mountain Brooke Wealth Management, LLC March 2006 - Present
Mountain Brooke Wealth Management, LLC March 2006 - Present
Mountain Brooke Wealth Management, LLC March 2006 - Present
Mountain Brooke Wealth Management, LLC March 2006 - Present
Producers Equity Group, LLC February 2006 - April 2015
Financial Planning Association (FPA) 2013 - 2015
Financial Planning Association (FPA) 2013 - 2014
Financial Planning Association (FPA) 2013 - 2014
American General Life and Accident June 2005 - March 2006
American General Life Companies September 1994 - March 2006
Skills
Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Estate Planning, Strategic Financial..., Investments, Wealth Management, Life Insurance, Wealth, Financial Services, Financial Planners, Insurance, Securities, 401k, IRAs, Equities, Finance, Portfolio Management, Recruiting, Long-term Care, Asset Allocation, Investment Advisory
Education
Belmont University 2008 — 2009
Certification for Certified Financial Planner (TM), Financial Planning and Services
Austin Peay State University 1991 — 1993
Bachelors of Business Administration, Marketing, Sales, and Finance
Chattanooga State Technical Community College 1990 — 1991
Business, Finance, Economics, Business Law
The University of Tennessee at Chattanooga 1989 — 1989
Business Administration
Truett-McConnell Baptist College 1988 — 1989
Gordon Lee Memorial High School
Mountain Brooke Wealth Management, LLC March 2006 - Present
Mountain Brooke Wealth Management, LLC March 2006 - Present
Mountain Brooke Wealth Management, LLC March 2006 - Present
Mountain Brooke Wealth Management, LLC March 2006 - Present
Producers Equity Group, LLC February 2006 - April 2015
Financial Planning Association (FPA) 2013 - 2015
Financial Planning Association (FPA) 2013 - 2014
Financial Planning Association (FPA) 2013 - 2014
American General Life and Accident June 2005 - March 2006
American General Life Companies September 1994 - March 2006
Skills
Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Estate Planning, Strategic Financial..., Investments, Wealth Management, Life Insurance, Wealth, Financial Services, Financial Planners, Insurance, Securities, 401k, IRAs, Equities, Finance, Portfolio Management, Recruiting, Long-term Care, Asset Allocation, Investment Advisory
Education
Belmont University 2008 — 2009
Certification for Certified Financial Planner (TM), Financial Planning and Services
Austin Peay State University 1991 — 1993
Bachelors of Business Administration, Marketing, Sales, and Finance
Chattanooga State Technical Community College 1990 — 1991
Business, Finance, Economics, Business Law
The University of Tennessee at Chattanooga 1989 — 1989
Business Administration
Truett-McConnell Baptist College 1988 — 1989
Gordon Lee Memorial High School
Mariama Sannoh's Financial Planning Association (FPA) Experience 2014 - 2015
Job Fellowship Coordinator/ Program Lead
Industry Hospital & Health Care
Experience
Private Company 2015 - Present
Financial Planning Association (FPA) 2014 - 2015
University of Colorado Denver 2014 - 2014
Denver Public Schools 2012 - 2014
Regis University 2010 - 2012
University Physicians, Inc. 2008 - 2010
Education
Regis University
Master of Science, Organization Leaderhip:Project Leadership and Management
Regis University
Executive Project Management Graduate Certificate
University of Colorado at Denver
Bachelor of Arts, Communication
Villanova University
Six Sigma Green Belt
Private Company 2015 - Present
Financial Planning Association (FPA) 2014 - 2015
University of Colorado Denver 2014 - 2014
Denver Public Schools 2012 - 2014
Regis University 2010 - 2012
University Physicians, Inc. 2008 - 2010
Education
Regis University
Master of Science, Organization Leaderhip:Project Leadership and Management
Regis University
Executive Project Management Graduate Certificate
University of Colorado at Denver
Bachelor of Arts, Communication
Villanova University
Six Sigma Green Belt
Jean CALACHE's Financial Planning Association (FPA) Experience July 2015 - Present
Job Lyxor Asset Management UCLA
Industry Investment Management
Experience
Financial Planning Association (FPA) July 2015 - Present
Lyxor Asset Management September 2012 - September 2014
Skills
Corporate Finance, Asset Management, Financial Analysis, Market Research, Private Equity, Portfolio Management, Financial Markets, Investments, Fixed Income, Hedge Funds, Equities, Bloomberg, Management, Microsoft Office, Finance, Project Management
Education
University of California, Los Angeles 2015 — 2016
Finance, Investments & Personal Financial Planning
NEOMA Business School
Master’s Degree, Finance - Entrepreneurship, Honors
Rouen Business School
M.Sc, Honors
Université Paris X Nanterre
Bachelor’s Degree, Economics, Honors
Financial Planning Association (FPA) July 2015 - Present
Lyxor Asset Management September 2012 - September 2014
Skills
Corporate Finance, Asset Management, Financial Analysis, Market Research, Private Equity, Portfolio Management, Financial Markets, Investments, Fixed Income, Hedge Funds, Equities, Bloomberg, Management, Microsoft Office, Finance, Project Management
Education
University of California, Los Angeles 2015 — 2016
Finance, Investments & Personal Financial Planning
NEOMA Business School
Master’s Degree, Finance - Entrepreneurship, Honors
Rouen Business School
M.Sc, Honors
Université Paris X Nanterre
Bachelor’s Degree, Economics, Honors