First Financial Planners

Description

Address: 1230 6th Ave, New York, NY 10020 Phone: (646) 756-2851Website: : : Category: Hours: : : Place name: : : Website: https://www.firstcommand.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of First Command Financial Planning Posting publicly on the Web Write a review Reviews Be the first to review

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First Financial Planners Employees

Employee
Years
Job
Industry
Robert Kunz Robert Kunz Greater St. Louis Area Details
Robert Kunz's First Financial Planners Experience March 1997 - December 1998
Job Not Displayed
Industry Hospital & Health Care
Experience
Not Displayed   July 2006 - Present
Edward Jones  December 1998 - July 2006
First Financial Planners   March 1997 - December 1998
First National Bank of St. Louis  December 1995 - March 1997
John Hancock Financial Services  May 1995 - October 1995

Skills
Federal Law Enforcement, Criminal Investigations, Healthcare Fraud, Complex Financial Crimes, Interviews, Interrogation, Counterterrorism, Compliance, Investments, Money Management, Health Care Fraud, Financial Analysis

Education
University of Missouri-Columbia   1991 — 1995
Bachelor's degree, Personal Finance

Chaminade College Preparatory   1985 — 1991

Heather Pollard Heather Pollard Saint Peters, Missouri Details
Heather Pollard's First Financial Planners Experience 1992 - 1996
Job Coowner, Shrewsbury Lanes
Industry Recreational Facilities and Services
Experience
BHP Bowling, LLC   September 2013 - Present
Albritton Financial Services, Inc.   January 2012 - October 2013
Hirsch and Company   March 2006 - January 2012
First Financial Planners   1992 - 1996
Ellisville Chiropractic   1991 - 1993

Skills
Financial Services, Retirement, Asset Allocation, Customer Service, Leadership, Management, Microsoft Office, Public Speaking

Education
St. Louis Community College   1990 — 1992

Lisa Ann Friebel Lisa Ann Friebel Greater St. Louis Area Details
Lisa Ann Friebel's First Financial Planners Experience 1996 - 1998
Job Account Manager
Industry
Experience
MetLife  1998 - 2003
-  1996 - 2003
First Financial Planners   1996 - 1998

Skills
Consultative Selling..., Account Management, Territory Management, Relationship Management, Upselling, Cross Selling, Pipeline Development, Market Trend Analysis, Business to Business..., Contract Administration, B2B, Negotiation, Consultative Selling, Sales, Management, Customer Service

Education
Fontbonne University   1999 — 2001
Master of Business Administration (M.B.A.), 4.0 GPA

Southern Illinois University, Edwardsville   1991 — 1993
Bachelor's Degree, Social Sciences

Chris Meitz Chris Meitz Greater St. Louis Area Details
Chris Meitz's First Financial Planners Experience April 1995 - March 1999
Job Vice President of Operational Controls at Scottrade
Industry Financial Services
Experience
Scottrade  April 2009 - Present
Scottrade  March 2008 - April 2009
Self Employed  March 2006 - February 2009
Scottrade  July 2004 - March 2008
Scottrade  March 1999 - June 2004
First Financial Planners   April 1995 - March 1999

Skills
AML, Analysis, Arbitration, Auditing, Business Development, Equities, FINRA, Internal Controls, Investments, Leadership, Interviews, Leadership Development, Management, Policy, Marketing, Program Management, Mutual Funds, Securities, Project Management, Series 63, Strategic Planning, Series 24, Strategy, Series 7, Training

Education
University of Missouri-Saint Louis   1990 — 1995
BSBA, Business Administration and Finance

Ring, Robert Ring, Robert Huntsville, Alabama Area Details
Ring, Robert's First Financial Planners Experience April 1994 - November 2003
Job Technical Lead at Bastion Technologies Inc.
Industry Aviation & Aerospace
Experience
Bastion Technologies Inc.  November 2003 - Present
First Financial Planners   April 1994 - November 2003
Teledyne Brown Engineering  July 1982 - March 1993
McDonald Aircraft Company   August 1976 - August 1983

Education
University of Alabama in Huntsville   2003 — 2008
MSE, Systems Engineering

The Ohio State University   1973 — 1976
MS, Mathematics

The Ohio State University   1971 — 1972
BS, Mathematics

New Jersey Institute of Technology   1970 — 1972
Engineering Science

Jeff Unterreiner Jeff Unterreiner Greater St. Louis Area Details
Jeff Unterreiner's First Financial Planners Experience April 1990 - December 1993
Job Owner, PROACTIVE Money Management
Industry Investment Management
Experience
PROACTIVE Money Management   1982 - Present
PROACTIVE Financial Services   1994 - 2005
First Financial Planners   April 1990 - December 1993

Skills
New Business Development, Sales Management, Strategic Planning, Mutual Funds, Customer Service, Team Building, Small Business, Leadership, Marketing, Public Speaking, Event Planning, Management, Sales, Budgets

Education
University of Missouri-Saint Louis   1987 — 1991

University of Missouri-Columbia, College of Business   1989 — 1989
Finance/Economics

Kelly A. Anderson Kelly A. Anderson Guilford, Connecticut Details
Kelly A. Anderson's First Financial Planners Experience January 2013 - December 2014
Job Auditing and Finance Professional
Industry Financial Services
Experience
First Financial Planners   January 2013 - December 2014
Anna Mia's (Perrelli Enterprises)   August 2009 - August 2012
Prudential CT Realty  September 2000 - June 2008
The Bank of Southington   March 1992 - October 1997
The Bank of Southington   March 1992 - October 1997
The New York Times Company, Sports/Leisure Division   July 1991 - March 1992
IBM  September 1990 - June 1991

Skills
Collaborative Team..., Highest Standards of..., Results Driven, Accounting, Promotions, Financial Reporting, Local Advertising, Account Management, Contract Negotiation, Sales Management, Inventory Management, New Business Development, Customer Service, Product Development, Forecasting, Budgeting, Customer Relations, Sales Support, Negotiation, Excel, Budgets, Financial Analysis, Analysis

Education
Central Connecticut State University
Bachelor of Science, Finance

Daniel Hand High School   1982 — 1986

Donna Pearson Halinski Donna Pearson Halinski Greater St. Louis Area Details
Donna Pearson Halinski's First Financial Planners Experience March 2000 - 2007
Job First Allied Securities, Inc.Corporate Media, Meetings and Events
Industry Financial Services
Experience
First Allied Securities, Inc.   June 2007 - Present
First Allied Securities  March 2007 - Present
First Allied, family of Advanced Equities, Inc.   2007 - 2009
First Financial Planners   March 2000 - 2007
Free Lance, Myself   March 1973 - May 2000

Skills
Event Management, Social Networking, Social Media, Marketing, Strategic Planning, Public Speaking, Public Relations, Event Planning, Marketing Strategy, Business Strategy, Market Research, Advertising, Strategic Communications, Leadership, Outlook, Copywriting, Project Management, Sales, Teamwork, Time Management, Publishing, Social Media Marketing, Copy Editing, Microsoft Word, Relationship Management, Microsoft Office, FINRA, PowerPoint, Facebook, Marketing Communications, Training, Contract Negotiation, Corporate Communications, Strategy, Publications, Series 7, Nonprofits, Online Advertising, Management, Lead Generation, Digital Marketing, Fundraising, Business Development

Education
University of Arkansas at Fayetteville   1970 — 1974
Bachelor of Arts (BA), Design; Fine Arts; Art History

Affton High School   1966 — 1970
10-12 (9th grade Center-Guant High School)

Joann Jolly Joann Jolly Greater St. Louis Area Details
Joann Jolly's First Financial Planners Experience 1999 - 2004
Job Independent Contractor, AML Professional at Self employed
Industry Financial Services
Experience
Self employed  September 2013 - Present
EverBank  February 2012 - August 2013
Wells Fargo Advisors  August 2009 - August 2011
Patrick Capital formerly Saxony Securities   August 2008 - March 2009
A.G. Edwards   2005 - 2008
Commerce Bank  May 2004 - July 2005
Scottrade  2005 - 2005
First Financial Planners   1999 - 2004

Skills
Risk Management, Securities, Series 7, Financial Services, Investments, Financial Modeling, AML / BSA, Editorial / Writer, Communications, Internal Controls, Project Management, Portfolio Management, Bank Secrecy Act, Banking, Financial Risk, Asset Management, Mutual Funds, Capital Markets, AML, Credit Risk, Equities, Wealth Management, Anti Money Laundering

Education
University of Missouri-Saint Louis

Douglas Dieter Douglas Dieter Raleigh, North Carolina Details
Douglas Dieter's First Financial Planners Experience 1991 - 1999
Job Senior Sales Manager at Wolters Kluwer Health seeking new opportunities
Industry Publishing
Experience
Wolters Kluwer Health  January 2010 - Present
Wolters Kluwer Financial Services  January 2000 - January 2010
Summit Bank  1999 - 2000
First Financial Planners   1991 - 1999

Skills
Sales, New Business Development, Account Management, Marketing Strategy, Sales Management, Business Development, B2B, Salesforce.com, CRM, Strategic Partnerships

Education
Bloomsburg University of Pennsylvania   1984 — 1988
Bachelor's degree, Mass Communication/Media Studies

Iva Platt Iva Platt Greater St. Louis Area Details
Iva Platt's First Financial Planners Experience October 1994 - March 1996
Job Learning & Organizational Development Manager
Industry Professional Training & Coaching
Experience
ICL - Performance Products LP  February 2015 - Present
Webster University  October 2011 - Present
Centene Corporation  June 2013 - February 2015
Scottrade  April 2007 - June 2013
Premier Knowledge Solutions  December 2005 - April 2007
New Horizons Computer Learning Center  1996 - December 2005
First Financial Planners   October 1994 - March 1996
US Navy  May 1990 - May 1994

Skills
Employee Training, Mentoring, Training, Instructor-led Training, Instructional Design, Captivate, Leadership Development, Program Management, Needs Analysis, Technical Training, Training Delivery, Blended Learning, Coaching, Learning Management, Organizational..., Change Management, Leadership, Hands-on Training, Team Leadership, E-Learning, Microsoft Office, Management, Employee Engagement, Learning Management..., Employee Benefits, Workshop Facilitation, Staff Development, Adult Education, Organizational..., Technical Writing, System Administration, Team Building, Presenter, Presentation Coaching, Software Documentation, New Hire Orientations, Management Development, Career Development, Executive Coaching, College Recruiting, ADDIE, Executive Development, Project Management, Emotional Intelligence, Curriculum Design, Resume Writing, Onboarding, Performance Improvement, Camtasia, Performance Management

Education
Webster University   2008 — 2010
Master of Arts (MA), Human Resources Development

East Tennessee State University   1985 — 1988
Bachelor of Business Administration (B.B.A.), Marketing

Kevin Vanderbeek Kevin Vanderbeek San Francisco Bay Area Details
Kevin Vanderbeek's First Financial Planners Experience August 2001 - April 2007
Job HR & Project Manager at VanderBend Manufacturing
Industry Financial Services
Experience
Vander-Bend Manufacturing  September 2008 - Present
Lehrer Management   June 2007 - September 2008
First Financial Planners   August 2001 - April 2007

Skills
Analysis, Microsoft Excel, Financial Statements, Asset Allocation, Microsoft Word

Education
Trinity University   1997 — 2001
Bachelor of Science (BS), Finance and Economics

Eugene Borino Eugene Borino Asheville, North Carolina Area Details
Eugene Borino's First Financial Planners Experience February 1996 - November 2001
Job Account Manager at Stanberry Insurance
Industry Insurance
Experience
Stanberry Insurance   July 2007 - Present
First Financial Planners   February 1996 - November 2001

Education
Western Carolina University   2002 — 2004

Palm Beach Community College   1989 — 1993

Carlton Harris Carlton Harris Greater St. Louis Area Details
Carlton Harris's First Financial Planners Experience January 2000 - January 2005
Job Trading Representative at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  February 2014 - Present
Scottrade  March 2005 - October 2013
Scottrade Inc  January 2005 - October 2013
First Financial Planners   January 2000 - January 2005
Salomon Smith Barney  January 1998 - January 2000
Bank of America Investments  January 1988 - January 1998

Skills
Expertise in market..., Trading, Series 7, Securities, Management, FINRA, Options, Equity Trading, Portfolio Management, Equities, Series 63, ETFs, Stock Market, Customer Service, Stock Trading, Financial Markets, Bonds, Fixed Income, Financial Accounting, Strategic Financial..., Investments, Mutual Funds, Series 24

Education
Southern Illinois University, Edwardsville   1981 — 1986
BS Mss Commucations Television and Radio

Southern Illinois University, Edwardsville   1981 — 1986
BS Mass Communications, Media

Southern Illinois University At
Bachelor of Science, Mass Communications Television and Radio

Eric Rudy Eric Rudy Greater St. Louis Area Details
Eric Rudy's First Financial Planners Experience March 2000 - March 2002
Job Associate, Private Equity Manager Research, Mercer Investment Consulting
Industry Investment Management
Experience
Mercer Investment Consulting  April 2002 - Present
First Financial Planners   March 2000 - March 2002

Skills
Investments, Alternative Investments, Mutual Funds, Private Equity

Education
University of Missouri-Columbia   1996 — 1999
BSBA, Finance and Banking

Becky Blowers Becky Blowers Rochester, New York Area Details
Becky Blowers's First Financial Planners Experience January 1997 - May 1999
Job Paraplanner / Administrative Assistant at Cornerstone Advisory Group LLC
Industry Financial Services
Experience
Cornerstone Advisory Group LLC   November 2010 - Present
Kemp Financial Services   May 1999 - November 2010
First Financial Planners   January 1997 - May 1999
Office Max  1995 - 1996

Skills
Customer Support, Organization, Time Management, Phone Skills, Communication Skills, Handle Confidential..., Business Correspondence, Microsoft Excel, Financial Transactions, Financial Calculations, Microsoft Word, QuickBooks, Morningstar, Event Planning, Appointment Scheduling, Multitasking Skills, Comfortable working..., Filing, Procedure Manuals, Follow Through, Bookkeeping, Accounts Payable, Employee Benefits, Bank Reconciliation, Quicken, Notary Public, Exceptionally well..., Value Stream Mapping, Bulk Mailing, Mail Sorting, PowerPoint, Copying, Transcribing, Proofreading

Education
Roberts Wesleyan College   1993 — 1997
B.S., Business Administration

College for Financial Planning
Registered Paraplanner

jennifer lerdsuwanrut jennifer lerdsuwanrut Orange County, California Area Details
jennifer lerdsuwanrut's First Financial Planners Experience May 2007 - October 2007
Job Major Subcontracts Administrator at Northrop Grumman
Industry Defense & Space
Experience
Rose Tea Cafe / Pink Box Bakery   March 2012 - March 2015
Northrop Grumman  September 2008 - March 2012
Fullerton Center   February 2005 - December 2008
First Financial Planners   May 2007 - October 2007

Education
California State University-Fullerton, Mihaylo College of Business and Economics   2006 — 2008
BA, Finance & Economics

Diane Clayton Diane Clayton Greater St. Louis Area Details
Diane Clayton's First Financial Planners Experience 1995 - 1998
Job Senior Adminstrative Assistant
Industry Banking
Experience
Enterprise Bank & Trust  April 2006 - Present
MetLife  2003 - 2006
General American Life Ins. Co.   1998 - 2003
First Financial Planners   1995 - 1998
General American Life Ins. Co.   1992 - 1995

Skills
Customer Support, Organization Skills, Detailed Oriented, Expense Reports, Budget Monitoring, Meeting Scheduling, Salesforce.com, Board Relations, Event Planning, Banking, Commercial Banking, Commercial Lending, Loans, Microsoft Excel, Microsoft Office, Microsoft Word, Communication, Financial Services

Education
St. Louis Community College   1992 — 1994
Business Administration and Management, General

LOMA I Certification

HIA Designation for Individual & Group Insurance

St. Louis Christian Academy
High School, Valedictorian

Sandy Michels Sandy Michels Greater St. Louis Area Details
Sandy Michels's First Financial Planners Experience July 2002 - March 2003
Job Image Processor/Documentation Specialist at USDA
Industry Consumer Services
Experience
USDA  November 2010 - Present
Sandy Enterprises, LLC   August 2003 - Present
KSLQ   2010 - 2010
Chesterfield Financial Corporation   January 2008 - October 2009
Stephen Mathias and Co   December 2005 - December 2008
First Financial Planners   July 2002 - March 2003
First Bank Mortgage  1996 - 1996

Skills
Microsoft Word, Outlook, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Strategic Planning, Sales, Accounts Payable, Accounts Receivable, Leadership, Fundraising, Public Speaking, Coaching, Analysis, Budgets, Event Planning, Social Networking, Recruiting, Program Management, Time Management, Leadership Development, Event Management, Software Documentation, Public Relations, Community Outreach, Team Building, Marketing, Management, Team Leadership, Nonprofits, Training, Data Analysis, Social Media, Teamwork, Policy

Education
Eastern Illinois University   1980 — 1984
Bachelor of Science, Finance

Newton High School, Newton, IL   1976 — 1980
Accounting, Business

Laconia Harris Laconia Harris Greater St. Louis Area Details
Laconia Harris's First Financial Planners Experience November 2002 - November 2004
Job
Industry Financial Services
Experience
Edward Jones  July 2009 - Present
Edward Jones  November 2004 - July 2009
First Financial Planners   November 2002 - November 2004
Stifel Financial Corp.  August 1999 - November 2002

Skills
Fixed Annuities, English, Customer Service, Strategic Planning, Microsoft Office, insurance, Project Coordination, Relationship Management, Collaboration, planning and organizing

Education
Fontbonne University   2000 — 2002
Master of Business Administration (M.B.A.)

Saint Louis University   1993 — 1995
Bachelor of Arts (B.A.), Economics

Ed Morais Ed Morais Charlotte, North Carolina Area Details
Ed Morais's First Financial Planners Experience September 1999 - March 2003
Job
Industry Financial Services
Experience
Next Financial  March 2003 - July 2010
First Financial Planners   September 1999 - March 2003
American Express Financial Advisors  September 1996 - December 1997

Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investments, Retirement, Strategic Financial..., Series 63, Portfolio Management, Asset Management, Investment Strategies, Insurance, 401k Rollovers, Wealth Management..., Series 65, ETFs, Long-term Care, Finance, Life Insurance, Financial Services, Asset Allocation, Financial Advisory

Education
State University of New York College at Old Westbury   1991 — 1994
BS, Finance

UMass Boston   1980 — 1982
Political Science and Government