First Affirmative Financial Network

Industry: Company

Description

Headquarters: Colorado Springs, CO Founded: 1987

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First Affirmative Financial Network Employees

Employee
Years
Job
Industry
TOM WIGGINS TOM WIGGINS Pasadena, California Details
TOM WIGGINS's First Affirmative Financial Network Experience 1994 - 1997
Job Test Driver / Trader / Lover of Life
Industry Automotive
Experience
KETT ENGINEERING  2007 - Present
ALTRION TRADING GROUP  2010 - 2011
MARKET TECHNICIANS ASSOCIATION  2010 - 2010
HIGH OCTANE TRADING   2004 - 2006
WIGGINS & ASSOCIATES   2000 - 2004
PRIVATE FAMILY TRUST  1996 - 2000
KFNX (North American Broadcasting Company)   1999 - 1999
FIRST AFFIRMATIVE FINANCIAL NETWORK   1994 - 1997
TITAN VALUE EQUITIES   1993 - 1994
SMITH BARNEY  1991 - 1993

Skills
Investments, Equities, Portfolio Management, Securities, Financial Modeling, Finance, Valuation, Strategic Financial..., Trading, Risk Management, Financial Services, Hedge Funds, Options, Alternative Investments, Asset Management, Series 7, Derivatives, Asset Allocation, Commodity, Equity Trading, Trading Systems, Technical Analysis, Investment Management, Investment Advisory, Financial Analysis, Analysis, Financial Advisory, ETFs, Financial Markets, Proprietary Trading, Financial Planning

Education
University of Southern California   1990 — 1991
M.S.

University of Houston   1982 — 1984
B.S.

CMT Institute

Stanford University

Will Thomsen Will Thomsen Colorado Springs, Colorado Details
Will Thomsen's First Affirmative Financial Network Experience November 2011 - February 2012
Job Owner at 1101 LLC
Industry Media Production
Experience
1101 LLC   September 2015 - Present
3C Consulting   July 2015 - September 2015
Schomp BMW  March 2015 - July 2015
ebbu, LLC   October 2013 - November 2014
ZWFILM, LLC   February 2013 - February 2014
Camp Wachusett   June 2007 - August 2013
Colorado College Economics and Business Department   September 2010 - March 2013
Robert Kenner Films  November 2012 - January 2013
First Affirmative Financial Network   November 2011 - February 2012

Skills
Entrepreneurship, Economics, Research, Fundraising, Data Analysis, Microsoft Office, Market Research, Marketing, Social Media Marketing, Financial Analysis, PowerPoint, Teaching, Writing, Hula Hoop, West Coast Swing

Education
Colorado College   2009 — 2013
Bachelor of Arts (B.A.), Economics and Business

Landon School   1999 — 2009

High Mountain Institute   2008 — 2008

Greg Wendt, CFP Greg Wendt, CFP Santa Monica, California Details
Greg Wendt, CFP's First Affirmative Financial Network Experience September 2002 - Present
Job Partner at Living Economy Advisors
Industry Financial Services
Experience
Living Economy Advisors   July 2015 - Present
StakeHolders Capital, Inc.   December 2012 - Present
Green Economy Think Tank - Non-Profit   August 2008 - Present
Green Business Networking - Non Profit   April 2006 - Present
First Affirmative Financial Network   September 2002 - Present
EP Wealth Advisors, Inc.   September 2002 - November 2012
Prudential Securities  2000 - 2002
Paine Webber  1994 - 2000
Dabney Resznick   June 1993 - December 1994
Smith Barney  1991 - 1993

Skills
Entrepreneurship, Start-ups, Investments, Strategic Financial..., Sustainable Business, Portfolio Management, Wealth Management, Socially Responsible..., Investment Advisory, Social Entrepreneurship, Retirement Planning, Public Speaking, Strategic Planning, Leadership, Financial Advisory, Venture Capital, Estate Planning, Business Strategy, Nonprofits, Business Development, Mutual Funds, Finance, Sustainability, Investment Strategies, Alternative Investments, Asset Allocation, Economic Development, Financial Goals, Financial Analysis, Retirement, Asset Management, Sustainability..., Financial Planners, Public Policy, Systems Thinking, Asset Managment, Insurance, Financial Coaching, 401k Rollovers, Engaging Public Speaker, Green Economy, Investment Banking, Business Networking, Conference Coordination, Community Partnership..., Convening, Financial Planning, Corporate Social...

Education
College of Financial Planning   2000 — 2002
Certified Financial Planner, Comprehensive Financial Planning

University of California, Los Angeles   1983 — 1988
BA, Economics and Business Administration

Erika Yost Kumar Erika Yost Kumar Greater Denver Area Details
Erika Yost Kumar's First Affirmative Financial Network Experience December 2011 - Present
Job Virtual Project Manager & Social Entrepreneur
Industry Internet
Experience
EPW Small Business Law PC   August 2014 - Present
Animal Mama   January 2012 - Present
First Affirmative Financial Network   December 2011 - Present
JMR Portfolio Intelligence   August 2007 - December 2013
The Fazendin Portfolio   April 2007 - April 2009
The Aspen Institute  August 1999 - August 2001
SCOR U.S. Corporation   November 1994 - March 1998

Skills
International..., Sustainability, Corporate Social..., Non-profits, Research, Writing, Social Media, Editing, Social Entrepreneurship, French, Sustainable Development, Community Development, Human Rights, Nonprofits, Public Policy, Sustainable Business, Policy Analysis, Fundraising, Entrepreneurship, Public Relations, International Relations, Community Outreach, Strategic Communications, Workshop Facilitation, Intercultural...

Education
Vassar College   1990 — 1994
BA, French

SIT Graduate Institute   2001 — 2004
MA, Intercultural Service

Deerfield Academy

Stoneleigh Burnham

James V. Larson James V. Larson Greater Minneapolis-St. Paul Area Details
James V. Larson's First Affirmative Financial Network Experience 1998 - Present
Job Northeast Securities, Inc.
Industry Financial Services
Experience
Northeast Securities, Inc.   August 1992 - Present
Allianz  2011 - Present
First Affirmative Financial Network   1998 - Present
US Bank  1978 - 1988
Bridge for Runaway Youth   1974 - 1978
Camp Warren   1957 - 1962

Skills
Investments, Retirement Planning, Financial Planning, Insurance, Retirement, Strategic Financial..., Portfolio Management, Financial Analysis, Public Speaking, Management, Life Insurance, Securities, Mutual Funds, 401k, Long-term Care, Asset Allocation, Investment Advisory, Series 63, Strategic Planning, Wealth Management, Financial Advisory, Fixed Annuities, Risk Management, Financial Services, Finance, IRAs, Bonds, Marketing, Nonprofits, Series 7, Socially Responsible..., Estate Planning, Alternative Investments, Asset Management, Leadership, Term Life Insurance, Disability Insurance, Financial Planners, Financial Modeling, Equities, Wealth, Series 6, Investment Strategies

Education
Metropolitan State University   1975 — 1978
BA, Family Studies

St. Olaf College   1969 — 1973

St Louis Park High School

Charles Sandmel Charles Sandmel Greater Boston Area Details
Charles Sandmel's First Affirmative Financial Network Experience January 1998 - December 2014
Job
Industry Investment Management
Experience
Shelton Capital Management  January 2015 - Present
First Affirmative Financial Network   January 1998 - December 2014
Liberty Mutual Insurance  September 1994 - December 1997
Ambac  May 1982 - August 1994
Paine Webber  1977 - 1982

Skills
Municipal Bonds, Portfolio Management, Socially Responsible..., Investment Advisory, Investments, Asset Managment, Wealth Management, Bonds

Education
New York University   1970 — 1973
MPA

Clifton School, Walnut Hills HS   1952 — 1965

Tim Braun Tim Braun South Bend, Indiana Details
Tim Braun's First Affirmative Financial Network Experience 2001 - 2005
Job Enterprise Architect at EmNet, LLC
Industry Information Technology and Services
Experience
EmNet, LLC   February 2013 - Present
Elevate Ventures   October 2011 - April 2013
Lucid Energy  August 2011 - November 2011
Lucid Energy Technologies   July 2008 - August 2011
Vigor Clean Tech Inc.   October 2007 - July 2008
Everence Trust Company   June 2003 - January 2008
First Affirmative Financial Network   2001 - 2005

Skills
Entrepreneurship, Strategic Leadership, Venture Capital, Ventures, Cleantech, Renewable Energy, Investments, Water, Energy, Start-up Ventures, Social Entrepreneurship, Start-ups, Strategic Partnerships, Strategy, Mergers & Acquisitions, Competitive Analysis, Leadership, Strategic Planning, Business Strategy, Marketing Strategy, Business Development, Product Development, Finance, Business Planning, Marketing, Sustainability, Executive Management, Corporate Development, Management Consulting, Angel Investing, Sustainable Business, Private Equity, Cross-functional Team..., Strategic Consulting

Education
Presidio Graduate School   2008 — 2009
MBA, Sustainable Business

Bluffton University   1994 — 1995
BA, Economics, Social Studies

Bethel College   1991 — 1994
Social Sciences, German

Danielle Burns Danielle Burns Greater Denver Area Details
Danielle Burns's First Affirmative Financial Network Experience November 2004 - Present
Job Vice President, Sales and Marketing at First Affirmative Financial Network and Board Member at Green America
Industry Investment Management
Experience
First Affirmative Financial Network   November 2004 - Present
Green America  March 2015 - Present
First Affirmative Financial Network   April 2013 - October 2014
First Affirmative Financial Network   November 2004 - April 2013
Old Harbor Bank  July 2003 - October 2004
Wachovia Securities, LLC  March 1994 - March 2003

Skills
Salesforce.com, User Experience, Business Strategy, Business Development, Event Planning, Training, Investments, Asset Managment, Financial Analysis, Strategic Financial..., Portfolio Management, Non-profits, Strategic Planning, Public Speaking, Asset Allocation, Economics, Investment Advisory, Retirement Planning, Mutual Funds, Wealth Management, Research, Marketing, Marketing Management, Marketing Strategy, Financial Advisory, New Business Development, Relationship Management, Executive Management, Business Planning, Corporate Social..., Leadership, Customer Service, Alternative Investments, Member Relations, Management, Strategy, Organizational..., Strategic Partnerships, Financial Services

Education
University of Phoenix   2003 — 2005
Master of Business Administration (MBA), Marketing/Marketing Management, General

University of Phoenix   1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations

Kathy Stearns, CFP(R) Kathy Stearns, CFP(R) Boise, Idaho Area Details
Kathy Stearns, CFP(R)'s First Affirmative Financial Network Experience 2008 - Present
Job CERTIFIED FINANCIAL PLANNER(TM) PRACTITIONER at
Industry Financial Services
Experience
Arc Advisers, LLC   CERTIFIED FINANCIAL PLANNER
Idaho Women's Charitable Foundation   2010 - Present
First Affirmative Financial Network   2008 - Present
Calvert Foundation  2007 - Present
Social Investment Forum   2007 - Present
Opportunity Finance Network  February 1997 - January 2007
ACCION International  1988 - 1996
U.S. Peace Corps   1981 - 1983

Education
College for Financial Planning   2004 — 2006
Financial Planning

Cornell University   1983 — 1985
MPS, International Development

Duke University   1976 — 1980
BS, Political Science

Celia Mueller Celia Mueller Portland, Oregon Area Details
Celia Mueller's First Affirmative Financial Network Experience 1998 - Present
Job Celia Mueller, CFP
Industry Financial Services
Experience
Progressive Asset Management Group   May 2004 - Present
First Affirmative Financial Network   1998 - Present
Progressive Asset Mangement Network   2004 - 2011
Retirement Security Inc.   July 1995 - April 2002
Reedwood Friends Church   1983 - 1994

Education
Princeton Theological Seminary   1973 — 1976
MA, Christian Education

Westmont College   1968 — 1972
BA, Sociology

Kymberly Levesque Kymberly Levesque Phoenix, Arizona Area Details
Kymberly Levesque's First Affirmative Financial Network Experience June 2012 - August 2012
Job Content and Social Media Marketing Manager at Blackboard
Industry Marketing and Advertising
Experience
Blackboard  May 2015 - Present
Bcp Construction of Hawaii   October 2014 - December 2014
Prisma Graphic  December 2013 - July 2014
CU Cleantech  August 2012 - August 2013
Goddess Garden  February 2012 - September 2012
First Affirmative Financial Network   June 2012 - August 2012
Close Construction, Inc   November 2009 - July 2011
The Arizona Republic  December 2005 - October 2009

Skills
Editing, Marketing, Blogging, Newspaper, Publishing, Social Media, Social Media Marketing, Research, Digital Marketing, Marketing Strategy, Copywriting, Journalism, Copy Editing, Newspapers, Facebook, Email Marketing

Education
University of Colorado at Boulder   2011 — 2013
Master, Business Administration

Arizona State University   2000 — 2004
Bachelor of Arts, Journalism

Julie McNamara Julie McNamara Colorado Springs, Colorado Area Details
Julie McNamara's First Affirmative Financial Network Experience March 1993 - Present
Job Senior Vice President, Advisor and Client Services at First Affirmative Financial Network
Industry Investment Management
Experience
First Affirmative Financial Network   March 1993 - Present
First Affirmative Financial Network   March 1993 - Present
Kemper Clearing Corp  September 1979 - October 1992

Skills
Strategic Planning, Google Analytics, Investment Advisory, RSA SecurID, Marketing, Asset Allocation, Retirement Planning, Financial Advisory

Education
Milwaukee Area Technical College

St. Francis High School

Georgette Frazer, CPA, CFP®, AIF® Georgette Frazer, CPA, CFP®, AIF® Marshfield, Wisconsin Details
Georgette Frazer, CPA, CFP®, AIF®'s First Affirmative Financial Network Experience 1999 - Present
Job Investment Advisory Representative, First Affirmative Financial Network, LLC
Industry Financial Services
Experience
First Affirmative Financial Network   1999 - Present
US SIF - The Forum for Sustainable and Responsible Investment   1985 - Present
Marshfield Area Chamber of Commerce & Industry (MACCI)   2006 - 2007
University of Wisconsin Colleges  September 1979 - May 1996

Education
University of Wisconsin-Madison - School of Business   1983 — 1984
M.S., Business - Accountancy

University of New Hampshire   1972 — 1974
M.S., Resource Economics

Goddard College   1968 — 1972
B.S., Ecology and Botany

Lucas Thelosen Lucas Thelosen Greater Denver Area Details
Lucas Thelosen's First Affirmative Financial Network Experience May 2008 - August 2009
Job Founder at DAS42
Industry Internet
Experience
DAS42   August 2015 - Present
Craftsy  June 2012 - Present
Urban Lending Solutions  January 2011 - June 2012
Slow Money  August 2009 - August 2010
First Affirmative Financial Network   May 2008 - August 2009
University of Muenster  2006 - 2007
Opportunity International  2006 - 2006
German Bundestag (German Parliament)   2005 - 2005

Skills
Strategy, Start-ups, Business Development, Analytics, Business Strategy, Leadership, Competitive Analysis, Management, Management Consulting, E-commerce, Entrepreneurship, Competitive Intelligence, Product Development, Marketing, SaaS, Nonprofits, Strategic Partnerships, Finance, Strategic Planning, Governance, Socially Responsible..., Statistics, Capital Markets, Non-profits, Social Media, Social Media Marketing, Executive Management, NetSuite, Pricing, SQL, Product Management, Venture Capital, Salesforce.com, Investments, Digital Marketing, Change Management, Business Intelligence, Project Management

Education
University of Münster   2004 — 2007
Economics & Political Science

Hastings College
Economics, Political Science & US American Culture

Johanna-Sebus Gymnasium
Abitur, Physics and Mathematics

Universidad de La Sabana
Spanish

Nicholas Lucas Nicholas Lucas San Francisco Bay Area Details
Nicholas Lucas's First Affirmative Financial Network Experience September 2008 - March 2012
Job Campaign Manager and Doer
Industry Automotive
Experience
NationBuilder  July 2014 - August 2014
Re-Elect Supervisor Mark Farrell   December 2013 - March 2014
Yes on A   July 2013 - December 2013
Barbary Coast Consulting  November 2012 - June 2013
Mike Garcia for District 7 Supervisor   April 2012 - November 2012
Rodrigo Santos for Community College Board   January 2012 - April 2012
First Affirmative Financial Network   September 2008 - March 2012
Cambridge Investment Research - Effective Assets   September 2008 - January 2012
Bevan Dufty for Mayor 2011 (San Francisco)   September 2011 - November 2011
Lawrence Berkeley National Laboratory  2004 - 2008

Skills
Community Outreach, Politics, Public Policy, Public Relations, Online Campaign..., Community Engagement, Web Campaigns, Event Management, Doer, Social Media Marketing, Marketing Communications, Databases, Graphic Design, Political Campaigns

Education
San Francisco State University
Bachelor of Arts (B.A.), Political Science and Government, Deans list

Charles Sandmel Charles Sandmel Greater Boston Area Details
Charles Sandmel's First Affirmative Financial Network Experience January 1998 - Present
Job Investment Advisor
Industry Investment Management
Experience
First Affirmative Financial Network   January 1998 - Present
Liberty Mutual  September 1994 - December 1997
Ambac  May 1982 - September 1994

Education
New York University   1967 — 1973
MPA, Public Administration

Walnut Hills High School   1959 — 1965

Clifton school 1959

Michael Schweibinz Michael Schweibinz San Francisco, California Details
Michael Schweibinz's First Affirmative Financial Network Experience May 2013 - February 2015
Job Enterprise Account Executive | Partnerships at Aviata
Industry Computer Software
Experience
Aviata  May 2015 - Present
KnowCU.com   December 2011 - May 2015
Supply LLC.   January 2015 - April 2015
First Affirmative Financial Network   May 2013 - February 2015

Skills
consultative sales, In-Product Communication, SaaS, Business Development, Marketing, Sales, Microsoft Excel, Social Media Marketing, Finance, Marketing Strategy, Management, Entrepreneurship, Event Management, Advertising, Customer Service, Team Building, Market Research, Microsoft Office, Sustainable Business, SEO, Public Speaking, Social Media

Education
University of Colorado at Boulder   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance

Ritu Henningsen Ritu Henningsen Greater Denver Area Details
Ritu Henningsen's First Affirmative Financial Network Experience October 2007 - June 2012
Job Investment Advisor Representative and Chief Compliance Officer at Better World Investments, Inc.
Industry Investment Management
Experience
Better World Investments, Inc.   May 2012 - Present
First Affirmative Financial Network   October 2007 - June 2012
First Affirmative Financial Network   July 2011 - December 2011
First Affirmative Financial Network   October 2007 - July 2011
Colorado Capital Management, Inc.   2005 - 2007
Agile Group   2002 - 2005

Skills
Securitization, Prime Brokerage, Corporate Development, Financial Research, Business Information, New Business Development

Education
Rider University
Bachelor of Science, Finance

Debbie Gaffney Debbie Gaffney Boulder, Colorado Details
Debbie Gaffney's First Affirmative Financial Network Experience July 2011 - April 2014
Job Vice President Client Services at Arcons Technology, Inc
Industry Financial Services
Experience
Arcons Technology, Inc   May 2014 - Present
Gaffney Capital Management, Inc.   January 2005 - Present
First Affirmative Financial Network   July 2011 - April 2014
The Community Foundation Serving Boulder County  July 2003 - March 2011

Skills
Accounting, Strategic Planning, Financial Reporting, Investments, Entrepreneurship, Management, Salesforce.com..., billPort, Risk Management, Non-profit..., Human Resources, Leadership, Strategic Financial..., Finance, Financial Analysis

Education
University of Colorado at Boulder - Leeds School of Business   1979 — 1983
Marketing and Accounting

Guilford High School   1976 — 1979
Diploma

Andrew Jobe Andrew Jobe Greater Denver Area Details
Andrew Jobe's First Affirmative Financial Network Experience January 2013 - November 2013
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital  November 2013 - April 2015
First Affirmative Financial Network   January 2013 - November 2013
BAM Advisory Group   May 2012 - January 2013

Skills
Strategic Planning, Series 7, Series 65, Customer Service, Salesforce.com, Microsoft Office, Account Management, Social Media, Microsoft Excel, Sales, PowerPoint, Event Planning, Project Management, New Business Development, Public Speaking, Marketing, Microsoft Word, Investments

Education
University of Colorado at Boulder   2008 — 2012
Bachelor of Arts (B.A.), Environmental Studies

Johann Klaassen Johann Klaassen Colorado Springs, Colorado Area Details
Johann Klaassen's First Affirmative Financial Network Experience July 2001 - December 2012
Job Executive Vice President, Chief Investment Officer, Horizons Sustainable Financial Services
Industry Investment Management
Experience
Horizons Sustainable Financial Services, Inc.   January 2013 - Present
First Affirmative Financial Network   July 2001 - December 2012
T Rowe Price  September 2000 - July 2001
University of Central Arkansas  August 1999 - May 2000
University of Idaho  August 1998 - August 1999

Skills
Socially Responsible..., Sustainability, Investment Advisory, Corporate Governance, Investments, Financial Planning, Asset Management, Portfolio Management, Public Speaking, Research, Strategic Financial..., Asset Managment

Education
Boston University   2008 — 2009
Certificate in Financial Planning, Personal Financial Planning

University of Pittsburgh - Joseph M. Katz Graduate School of Business   2003 — 2003
AIF, ACCREDITED INVESTMENT FIDUCIARY™

Washington University in St. Louis   1992 — 1998
Ph.D., Philosophy -- Ethics and Value Theory

St. John's College (NM)   1988 — 1992
B.A., Liberal Arts — "Great Books Program"

Charles Wright Academy   1984 — 1988

Brenda Morris, CFP® Brenda Morris, CFP® Richmond, Virginia Area Details
Brenda Morris, CFP®'s First Affirmative Financial Network Experience October 2009 - Present
Job Vegan Financial Planner
Industry Financial Services
Experience
Quinoa Financial Consulting, LLC   September 2009 - Present
First Affirmative Financial Network   October 2009 - Present
MHN Government Services  2009 - 2012
Wachovia Securities  January 1997 - April 2008

Skills
Event Planning, Public Speaking

Education
William & Mary   1992 — 1994
B.A.

University of New Hampshire   1990 — 1992

Jim Horlacher Jim Horlacher Kansas City, Missouri Area Details
Jim Horlacher's First Affirmative Financial Network Experience 1994 - Present
Job Financial Advisor
Industry Investment Management
Experience
First Affirmative Financial Network   1994 - Present
Waddell & Reed  1993 - 1993
Baker University - School of Professional & Graduate Studies   1992 - 1992

Education
The University of Edinburgh   1990 — 1991
MBA, Business, Economics, Finance, Marketing

Baker University   1986 — 1990
BS, Business, Computer Information Systems, Economics

Steve Schueth Steve Schueth Boulder, Colorado Details
Steve Schueth's First Affirmative Financial Network Experience 1999 - Present
Job President, First Affirmative Financial Network; Producer, The SRI Conference; Director, Alliance for Sustainable Colo
Industry Financial Services
Experience
First Affirmative Financial Network   1999 - Present
The SRI Conference - for Sustainable, Responsible, Impact Investing   1996 - Present
Alliance for Sustainable Colorado  2004 - Present
Americans for Non-Smokers' Rights Foundation   2011 - Present
Social Investment Forum   1991 - 2002
Socially Aware Investing   1997 - 1999
Calvert Investments  1989 - 1997
University of Pennsylvania  1986 - 1989

Skills
Corporate Social..., Marketing, Brand Management, Sustainability, Sustainable Business, Non-profits, Social Entrepreneurship, Public Speaking, Sustainability..., Investments, Fundraising, Research

Education
Marquette University   1972 — 1976
AB, Journalism/Business

New Hampton High School   1968 — 1972
Diploma, High School

Jack Seyler Jack Seyler Colorado Springs, Colorado Area Details
Jack Seyler's First Affirmative Financial Network Experience 2006 - 2013
Job Technical Services and Customer Service Consultant
Industry Computer Networking
Experience
DecisionOne  March 2012 - Present
DecisionOne  2013 - 2014
Pikes Peak Christian School  July 2012 - 2014
First Affirmative Financial Network   2006 - 2013
Amnet, Inc   June 2005 - March 2009
DEC, Compaq, HP   September 1997 - September 2003
United States Marine Corps  November 1987 - May 1993

Skills
Windows Server, VoIP, Troubleshooting, Active Directory, Business Analysis, Business Development, Cloud Computing, Computer Hardware, Customer Service, Databases, Data Center, ITIL, Laptops, Leadership, Linux, Managed Services, Marketing, Microsoft Certified..., Microsoft Exchange, Microsoft Office, Networking, Network Security, MySQL, Microsoft Technologies, Cisco Technologies, Process Improvement, Program Management, Project Management, Requirements Analysis, SQL, Security, Servers, Small Business, Software Project..., Strategic Planning, System Administration, Team Leadership, Team Building, Technical Support

Education
University of Phoenix   2001 — 2003
aa, Computer Sciences

United States Marine Corps   1987 — 1993

Perryton High School   1982 — 1986

Holly Testa Holly Testa Greater Denver Area Details
Holly Testa's First Affirmative Financial Network Experience January 1999 - Present
Job Director, Shareowner Engagement
Industry Financial Services
Experience
First Affirmative Financial Network   January 1999 - Present
First Affirmative Financial Network   1995 - Present

Education
DePauw University   1980 — 1984
BA, Economics

Harry Moran Harry Moran Saratoga Springs, New York Details
Harry Moran's First Affirmative Financial Network Experience September 2001 - Present
Job Certified Financial Planner at Sustainable Wealth Advisors
Industry Financial Services
Experience
Portfolio Resources Advisor Group, Inc.   September 2011 - Present
Sustainable Wealth Advisors   September 2011 - Present
Sustainable Saratoga   October 2013 - Present
First Affirmative Financial Network   September 2001 - Present
Gathering of the Vibes  July 2001 - Present
Cornerstone Financial Advisors   August 1992 - August 2011

Education
College for Financial Planning   1989 — 1991
Certified Financial Planner Practitioner, Financial Planning

University at Albany, SUNY   1978 — 1985
B.A., English, Political Science

Alan Gammel Alan Gammel Greater Seattle Area Details
Alan Gammel's First Affirmative Financial Network Experience October 2010 - Present
Job Investment Advisor Representative at First Affirmative Financial Network
Industry Financial Services
Experience
First Affirmative Financial Network   October 2010 - Present
Institute of Cultural Affairs  January 2009 - Present
ToP Trainers Network  1993 - Present
Primerica  January 1986 - Present
South Seattle Community College  May 1995 - October 1998
Pacific First Bank  December 1990 - July 1994
Bank of America  December 1979 - December 1990

Skills
Workshop Facilitation, Wealth Management, Socially Responsible..., Investments, Training Delivery, Team Leadership, Life Insurance, Long Term Care Insurance, Annuities

Education
College for Financial Planning   1990 — 1994
Certified Financial Planner Certificant, Financial Planning

Seattle University   1981 — 1987
MBA, Finance

Phillips University   1969 — 1973
BA, Sociology

Joey (Bruce) Finkbeiner Joey (Bruce) Finkbeiner Colorado Springs, Colorado Area Details
Joey (Bruce) Finkbeiner's First Affirmative Financial Network Experience February 2013 - Present
Job Manager of Managed Account Solutions at First Affirmative Financial Network
Industry Nonprofit Organization Management
Experience
First Affirmative Financial Network   February 2013 - Present
EF Foundation for Foreign Study  May 2005 - Present
Paisano Unlimited, LLC   May 2005 - Present
Verizon Wireless  December 2010 - February 2012
Junior Achievement  2005 - 2010
T Rowe Price  September 1999 - April 2009

Skills
Public Speaking, Event Planning, Leadership, Non-profits, Customer Service, Fundraising, Microsoft Office, Volunteer Management, Social Media, Microsoft Excel, Staff Development, PowerPoint, Coaching, Microsoft Word, Outlook, Team Building, Strategic Planning, Workshop Facilitation, Research, Teaching

Education
The George Washington University   2009 — 2011
Education specialist, Education

Regis University   2001 — 2003
MBA, International Business

Pamela Jacobs, CFP® Pamela Jacobs, CFP® Walnut Creek, California Details
Pamela Jacobs, CFP®'s First Affirmative Financial Network Experience September 1996 - March 2000
Job Financial Advisor Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors  July 2013 - Present
Edward Jones Investments  May 2000 - July 2013
Edward Jones  March 2000 - March 2001
Raymond James Financial, Inc.   February 1999 - March 2000
First Affirmative Financial Network   September 1996 - March 2000

Skills
Investments, Strategic Planning, Retirement Planning, Equities, Insurance, Finance, Asset Allocation, Investment Strategies, Retirement, Estate Investment..., Long-term Care, Mutual Funds, Securities, Financial Analysis, Professional Mentoring, 529 Plans, College Funding..., Strategic Investment, Strategy, Financial Advisory, Fixed Annuities, Leadership, Customer Service, Asset Preservation

Education
University of San Francisco   2006 — 2008
Bachelor’s Degree, Applied Economics

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