Financial Planning Standards Board Ltd.

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Financial Planning Standards Board Ltd. Employees

Employee
Years
Job
Industry
Alan Goldfarb, CFP Alan Goldfarb, CFP Dallas/Fort Worth Area Details
Alan Goldfarb, CFP's Financial Planning Standards Board Ltd. Experience 2010 - 2012
Job I help successful individuals to make their retirement dreams become a reality.
Industry Financial Services
Experience
Financial Strategies Group  December 2012 - Present
CONCERT Wealth Management, Inc.   December 2012 - June 2015
FINRA and NYSE   1992 - 2013
Weaver Wealth Management   February 2001 - November 2012
Financial Planning Standards Board Ltd.   2010 - 2012
CFP Board  2007 - 2012
Dallas Summer Musicals  2006 - 2012
Dallas Summer Musicals  2009 - 2011
Raymond James Financial Inc.  1989 - 2011
Weaver Tidwell Wealth Management   February 2001 - November 2009

Skills
Expert Witness, Wealth Preservation, Wealth Management, Retirement Planning, Risk Management, Tax, Financial Planners, Wealth Management..., Finance, Estate Planning, Financial Services, Personal Finance, Alternative Investments, Valuation, 401k, Mutual Funds, Investments, Strategic Financial..., Wealth, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Management, Asset Management, Employee Benefits, Financial Advisory, Series 63, Series 7, Investment Strategies, Securities, Pensions

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2003 — 2005
AIF, Accredited Investment Fiduciary

College of Financial Planning   1975 — 1978
CFP, Personal Finance

University of North Texas   1966 — 1970
MBA, Management and Economics

Fairleigh Dickinson University-Metropolitan Campus   1961 — 1966
BS, Engineering and Management

Danel Kuhlmann Danel Kuhlmann Greater Denver Area Details
Danel Kuhlmann's Financial Planning Standards Board Ltd. Experience July 2014 - Present
Job Global Director Marketing & Communications at Financial Planning Standards Board Ltd.
Industry Telecommunications
Experience
Financial Planning Standards Board Ltd.   July 2014 - Present
Colorado Rush Soccer Board of Directors   January 2013 - Present
Alorica  October 2009 - June 2014
CenturyLink  October 2007 - October 2009
CenturyLink  2004 - 2007
CenturyLink  October 2003 - February 2004
NCO Group  May 2002 - October 2003
TeleTech  January 1998 - May 2002
MCI  June 1992 - January 1998

Skills
Corporate Communications, Employee Communications, Corporate Social Media, Launch Events, Grand Openings, Press Conferences, Media Relations, Site Closure, Brand Awareness, Employer Branding, Employee Recognition, Lead Generation, Culture Ambassador, Internal Brand Advocate, Press Releases, Event Management, Employee Engagement, Marketing Strategy, Community Management, Internal & External..., Executive..., Executive Writing, Call Center, Internal Communications, Marketing, Internal Audit, Strategic Planning, Leadership, Online Advertising, Marketing Management, Recruiting, Culture, Marketing Communications, Marketing..., Branding Experience, Call Centers, Digital Marketing, CRM, Strategy, Management, B2B, Budgets, Strategic Partnerships, Customer Experience, Professional..., Event Planning, B2B Marketing, Program Management, Customer Retention, Customer Acquisition

Education
Briar Cliff University   1987 — 1992
Bachelor of Arts, Education, Business

Denison High School   1983 — 1987
High School Graduate National Honor Society Degree, Business, Basketball and Socialization

John Ripley John Ripley Greater Denver Area Details
John Ripley's Financial Planning Standards Board Ltd. Experience July 2011 - October 2012
Job Chief Operating Officer at IMMERGE, LLC
Industry Executive Office
Experience
IMMERGE, LLC  March 2013 - Present
TurfWalker   February 2013 - Present
Waterton Partners/Carbon River Partners   January 2009 - February 2013
ShopAtHome.com  2013 - 2013
Financial Planning Standards Board Ltd.   July 2011 - October 2012
ComplyData   March 2009 - April 2011
Kineticsware   July 2007 - December 2008
Microsoft  October 2005 - July 2007
Oracle  February 2001 - October 2005
J.D. Edwards   2001 - 2003

Skills
Business Strategy, Financial Modeling, Microsoft Excel Expert, Strategic Planning, Strategic Decision..., Global Business Planning, Financial Controlling, Revenue Recognition, Pricing Strategy, Management Consulting, ISO 17024 Lead Auditor..., Strategy, Forecasting, Training, Sales Management, Finance, Financial Analysis, Leadership, Risk Management, Process Improvement, Analysis, Management, Change Management, SaaS, Financial Reporting, Vendor Management, Budgets, Executive Management

Education
University of Colorado Boulder - Leeds School of Business   1996 — 2000

University of Colorado at Boulder - Leeds School of Business
Master of Business Administration (MBA)

Tamara Monroe Tamara Monroe Greater Denver Area Details
Tamara Monroe's Financial Planning Standards Board Ltd. Experience May 2007 - Present
Job Director of Legal Services at Financial Planning Standards Board Ltd.
Industry Legal Services
Experience
Financial Planning Standards Board Ltd.   May 2007 - Present
Certified Financial Planner Board of Standards  October 2006 - April 2007
Certified Financial Planner Board of Standards  December 2005 - October 2006
Certified Financial Planner Board of Standards  January 2005 - December 2005
Certified Financial Planner Board of Standards  February 2001 - January 2005

Skills
Corporate Law, Legal Research, Corporate Governance, Trademarks, Risk Management, Legal Compliance

Education
Seattle University School of Law   1992 — 1995
JD, Law

The University of Akron   1980 — 1984
BA, Communications

Noel Maye Noel Maye United States Details
Noel Maye's Financial Planning Standards Board Ltd. Experience December 2004 - Present
Job CEO, Financial Planning Standards Board Ltd.
Industry Financial Services
Experience
Financial Planning Standards Board Ltd.   December 2004 - Present
Certified Financial Planner Board of Standards  January 1996 - November 2004

Education
Trinity College Dublin
BA, BAI, Electronic Engineering

University of Colorado Boulder - Leeds School of Business
Masters, Business Administration

INSEAD
Executive Certificate in Global Management

Michael Snowdon, CFP® Michael Snowdon, CFP® Denver, Colorado Details
Michael Snowdon, CFP®'s Financial Planning Standards Board Ltd. Experience November 2011 - Present
Job Director of Education and Professionalism, Financial Planning Standards Board
Industry Financial Services
Experience
Financial Planning Standards Board Ltd.   November 2011 - Present
WealthRidge   May 2009 - November 2011
The College for Financial Planning  May 1998 - October 2011

Skills
Financial Planning, Public Speaking, Writing, Personal Finance, Investments, Retirement Planning, Asset Management, Cash Flow, Investment Advisory, Asset Allocation, Portfolio Management, Insurance, Budgeting, Coaching, Retirement, Insurance Planning, Equities, Mutual Funds, Wealth, Investment Strategies, Securities, Teaching, Wealth Management, Global Strategy, Educational Leadership, Curriculum Development, Training Delivery, Standards Development, ISO 17024, Training, Strategic Financial..., Financial Planners, Estate Planning, Leadership, Finance, Strategic Planning, Risk Management, Financial Education, 401k, Investment Management, IRAs, Pensions, Financial Advisory

Education
College for Financial Planning   1991 — 1993
CFP, financial planning

Cincinnati Christian University   1980 — 1982
MA, Pastoral Counseling

Ozark Christian College   1973 — 1975
BA, Education

Karen Schaeffer Karen Schaeffer Washington D.C. Metro Area Details
Karen Schaeffer's Financial Planning Standards Board Ltd. Experience 2009 - Present
Job Managing Member at Schaeffer Financial LLC
Industry Financial Services
Experience
Financial Planning Standards Board Ltd.   2009 - Present
Schaeffer Financial LLC   1982 - Present
FPA  2000 - 2002

Education
College for Financial Planning
CFP Certification

Grand Valley State University

Nathan Singsen Nathan Singsen Denver, Colorado Details
Nathan Singsen's Financial Planning Standards Board Ltd. Experience February 2012 - Present
Job Program Manager
Industry Financial Services
Experience
Financial Planning Standards Board Ltd.   February 2012 - Present
Starfire Energy   April 2009 - February 2012
SolarFrameWorks Co.   January 2008 - March 2009
Consolidated Graphics  2005 - 2008

Skills
Project Planning, Process Improvement, Strategic Leadership, Feasibility Studies, Scope Management, Strategic Planning, Risk Management, Business Strategy, Project Management, Marketing, Change Management, Microsoft Excel, Cross-functional Team..., Management, Leadership, Training, Strategy, Sales, Program Management

Education
University of Denver - Daniels College of Business   2008 — 2010
MBA, Finance

University of Colorado Boulder   1998 — 2002
BA, Environmental Studies

Portsmouth Abbey   1996 — 1998

Alicia Olson Alicia Olson Greater Denver Area Details
Alicia Olson's Financial Planning Standards Board Ltd. Experience August 2009 - December 2010
Job Director of Internal Communications at Encana
Industry Oil & Energy
Experience
Encana  January 2011 - Present
Financial Planning Standards Board Ltd.   August 2009 - December 2010
Laws Communications   January 2003 - July 2009

Skills
Public Relations, Media Relations, Press Releases, Marketing, Microsoft Excel, Nonprofits, Strategic Planning, Publicity, Copywriting, Event Planning, Crisis Communications, Communications Planning, Leadership, Time Management, Public Speaking, Internal Communications, Strategic Communications, Corporate Communications, Project Management, Newsletters, Social Media Marketing, Marketing Communications, Collaboration

Education
Colorado State University   1999 — 2002
BA, Technical Journalism

Brea Olson Brea Olson Greater Denver Area Details
Brea Olson's Financial Planning Standards Board Ltd. Experience 2012 - 2014
Job
Industry Public Relations and Communications
Experience
Downtown Denver Partnership, Inc.   April 2015 - Present
Content Strategist and Strategic Communications Consultant   2014 - Present
Financial Planning Standards Board Ltd.   2012 - 2014
MWH Global  2008 - 2012
CollegeInvest  2008 - 2008
Bonfils Blood Center  2004 - 2007
PMK Associates, Inc. Washington DC   2003 - 2004

Skills
Strategic Communications, Public Relations, Media Relations, Internal Communications, Marketing Communications, Program Management, Project Planning, Marketing, Management, Leadership, Strategy, Nonprofits, Strategic Planning, Event Planning, Copywriting, Event Management, Project Management, Corporate Communications, Adobe Creative Suite, Constant Contact, SharePoint, WordPress, Web Content Management, International Marketing, Award Submissions

Education
The University of Texas at Austin   1999 — 2003
BS

Joni Holder Busby Joni Holder Busby Glenwood Springs, Colorado Details
Joni Holder Busby's Financial Planning Standards Board Ltd. Experience February 2012 - May 2012
Job Writer/Producer
Industry Media Production
Experience
Dilbeck Real Estate  September 2014 - February 2015
Stage 29 Productions - The Doctors   May 2012 - January 2014
Financial Planning Standards Board Ltd.   February 2012 - May 2012
The Doctors / Stage 29 Productions   July 2009 - February 2012
Lawscomm   2008 - 2009
High Noon Entertainment  October 2002 - January 2008
Alturas Communications   September 2001 - October 2002
Buena Vista Television  August 1999 - August 2000
KTVT  August 1998 - August 1999

Skills
Television Production, Video, Editing, Publicity, Lifestyle, Media Relations, Content Creation, Social Media, Writing, Television, Video Production, Producing, Television Producing, Reality, Storytelling, Journalism, Content Strategy, Screenwriting, Documentaries, Final Cut Pro, TV Production

Education
Metro State   1980 — 1984
BA English, Creative Writing/Journalism

Colorado State University
Studied, Broadcast Journalism

Paul Steenblock Paul Steenblock Greater Denver Area Details
Paul Steenblock's Financial Planning Standards Board Ltd. Experience December 2012 - February 2013
Job Corporate Paralegal Contracts at Swisslog
Industry Legal Services
Experience
Swisslog  May 2014 - Present
Caesars Entertainment Corporation  February 2014 - May 2014
ACT Teleconferencing, Inc.   August 2013 - February 2014
Janus Capital Group  March 2013 - May 2013
Financial Planning Standards Board Ltd.   December 2012 - February 2013
Gulf Arabic Programme   September 2010 - February 2012
Pella Corporation  November 2006 - May 2010
Charter Funding  January 2006 - August 2006
Direct Access Lending  August 2004 - January 2006
Vestin Capital   January 2003 - August 2004

Skills
Arabic Speaker, Accomplished negotiator, Proficient in Microsoft..., Supervision of outside..., 5 star customer service..., Regulatory Compliance, Project Management, Large volume case..., Mergers & Acquisitions, Customer Service, Negotiation, Arabic, Due Diligence, Legal Writing, Management, Litigation, Legal Assistance, Real Estate, Intellectual Property, Corporate Law, Contract Negotiation, Contract Management

Education
Denver Paralegal Institute   1990 — 1991
Certificate of Completion, Paralegal Studies

Iowa State University   1980 — 1990
Bachelor of Arts (B.A.), Political Science and Government