Financial Planning Standards Board Ltd.
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Financial Planning Standards Board Ltd. Employees
Financial Strategies Group December 2012 - Present
CONCERT Wealth Management, Inc. December 2012 - June 2015
FINRA and NYSE 1992 - 2013
Weaver Wealth Management February 2001 - November 2012
Financial Planning Standards Board Ltd. 2010 - 2012
CFP Board 2007 - 2012
Dallas Summer Musicals 2006 - 2012
Dallas Summer Musicals 2009 - 2011
Raymond James Financial Inc. 1989 - 2011
Weaver Tidwell Wealth Management February 2001 - November 2009
Skills
Expert Witness, Wealth Preservation, Wealth Management, Retirement Planning, Risk Management, Tax, Financial Planners, Wealth Management..., Finance, Estate Planning, Financial Services, Personal Finance, Alternative Investments, Valuation, 401k, Mutual Funds, Investments, Strategic Financial..., Wealth, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Management, Asset Management, Employee Benefits, Financial Advisory, Series 63, Series 7, Investment Strategies, Securities, Pensions
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
AIF, Accredited Investment Fiduciary
College of Financial Planning 1975 — 1978
CFP, Personal Finance
University of North Texas 1966 — 1970
MBA, Management and Economics
Fairleigh Dickinson University-Metropolitan Campus 1961 — 1966
BS, Engineering and Management
Financial 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
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)
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
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
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
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
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
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
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
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
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