FPA Company
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
FPA List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FPA. You can filter them based on skills, years of employment, job, education, department, and prior employment.
FPA Salaries. You can even request information on how much does FPA pay if you want to. Learn about salaries, pros and cons of working for FPA directly from the past employees.
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FPA Employees
Employee
Years
Job
Industry
Nicholas Nicolette Nicholas Nicolette's 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
Marie Marks Marie Marks's FPA Experience 2007 - December 2012
Job Director of Retirement Plan Services at HRD Advisory Group
Industry Financial Services
Experience
HRD Advisory Group January 2014 - Present
Fatima 2012 - Present
Strategic Planning Group June 2005 - January 2014
FPA 2007 - December 2012
Planned Investment January 2003 - June 2005
Prudential Securities 2000 - 2003
RW Baird/Northwestern Mutual 1987 - 2000
Education
University of Indianapolis
HRD Advisory Group January 2014 - Present
Fatima 2012 - Present
Strategic Planning Group June 2005 - January 2014
FPA 2007 - December 2012
Planned Investment January 2003 - June 2005
Prudential Securities 2000 - 2003
RW Baird/Northwestern Mutual 1987 - 2000
Education
University of Indianapolis
Kathie Day Kathie Day's FPA Experience 2005 - 2007
Job CEO at The Enrichment Group
Industry Financial Services
Experience
CFP Board May 1988 - Present
The Enrichment Group January 1987 - Present
FPA 2005 - 2007
Financial Planning Association 2005 - 2007
Strategic Coach January 1998 - January 2004
CFA Institute June 1988 - May 1991
Skills
Financial Planning, Financial Transition..., Financial Planning for..., Investment Management, Estate Planning
Education
Florida International University - College of Business Administration 1980 — 1981
MBA, Business
University of Florida 1966 — 1969
Bachelor of Science (B.S.), Medical Technology
CFP Board May 1988 - Present
The Enrichment Group January 1987 - Present
FPA 2005 - 2007
Financial Planning Association 2005 - 2007
Strategic Coach January 1998 - January 2004
CFA Institute June 1988 - May 1991
Skills
Financial Planning, Financial Transition..., Financial Planning for..., Investment Management, Estate Planning
Education
Florida International University - College of Business Administration 1980 — 1981
MBA, Business
University of Florida 1966 — 1969
Bachelor of Science (B.S.), Medical Technology
Justin Frazier Justin Frazier's FPA Experience 2003 - 2003
Job Designer of systems that survive change
Industry Information Technology and Services
Experience
Ecs tuning January 2014 - January 2015
The Restored Church of God February 2010 - December 2013
Resource Data, Inc. April 2008 - January 2010
Spotty Dog Works January 1997 - April 2008
Rockhill Consulting June 2006 - March 2008
Farm & Ranch Healthcare February 2006 - June 2006
Self October 2005 - January 2006
Buffalo Gap Historic Village February 2004 - August 2005
Barr Lake State Park April 2003 - October 2003
FPA 2003 - 2003
Skills
Microsoft SQL Server, ASP.NET, HTML, SQL, Web Applications, .NET, XML, AJAX, Visual Studio, Database Design, JavaScript, Analysis, VB.NET, Software Design, Application Development, PHP, Programming, Web Development, jQuery, Business Analysis, Requirements Analysis, MySQL, SQL Server, Troubleshooting, ColdFusion, Public Speaking, PHP4/5, Software Development, Customer Relations, HTML5, JSON, Google Analytics, Databases, Management, C#
Education
Ambassador Center 2010 — 2011
Diploma, Religious Studies and Fine Arts
Texas A&M University 1992 — 1996
Bachelor of Science (BS), Rangeland Ecology and Management
Lamar High School 1989 — 1992
Diploma
Ecs tuning January 2014 - January 2015
The Restored Church of God February 2010 - December 2013
Resource Data, Inc. April 2008 - January 2010
Spotty Dog Works January 1997 - April 2008
Rockhill Consulting June 2006 - March 2008
Farm & Ranch Healthcare February 2006 - June 2006
Self October 2005 - January 2006
Buffalo Gap Historic Village February 2004 - August 2005
Barr Lake State Park April 2003 - October 2003
FPA 2003 - 2003
Skills
Microsoft SQL Server, ASP.NET, HTML, SQL, Web Applications, .NET, XML, AJAX, Visual Studio, Database Design, JavaScript, Analysis, VB.NET, Software Design, Application Development, PHP, Programming, Web Development, jQuery, Business Analysis, Requirements Analysis, MySQL, SQL Server, Troubleshooting, ColdFusion, Public Speaking, PHP4/5, Software Development, Customer Relations, HTML5, JSON, Google Analytics, Databases, Management, C#
Education
Ambassador Center 2010 — 2011
Diploma, Religious Studies and Fine Arts
Texas A&M University 1992 — 1996
Bachelor of Science (BS), Rangeland Ecology and Management
Lamar High School 1989 — 1992
Diploma
Omid Nassiri, MBA's FPA Experience September 2013 - December 2013
Job Credit Risk Analyst at GE Capital
Industry Financial Services
Experience
GE Capital August 2014 - Present
TD October 2013 - August 2014
FPA September 2013 - December 2013
HSBC March 2009 - January 2013
HSBC 2011 - 2011
HSBC December 2006 - March 2009
C4 marketing solutions April 2006 - December 2006
ISCO GROUP June 2001 - January 2004
Hobartolid Co. June 2000 - June 2001
Skills
Management Consulting, Business Process..., Change Management, Risk Management, Business Transformation, Business Analysis, Team Leadership, Performance Management, Business Strategy, Leadership, Project Management, Management, Problem Solving, Business Development, Consulting, Analytical Skills, Business Case, Strategy, Portfolio Management, Analysis, Banking, Managerial Finance, Financial Risk, Credit Risk, Risk Analysis
Education
Carleton University 2004 — 2006
Master of Business Administration (MBA)
Carleton University 2004 — 2004
Management skills workshop, certificate
Tehran University 1998 — 2003
Bachelor of Engineering (BEng), Mechanical Engineering
College 1997 — 1998
Diploma, Mathematics
Canadian Association of Management Consultants (CMC - Toronto Chapter)
Member
GE Capital August 2014 - Present
TD October 2013 - August 2014
FPA September 2013 - December 2013
HSBC March 2009 - January 2013
HSBC 2011 - 2011
HSBC December 2006 - March 2009
C4 marketing solutions April 2006 - December 2006
ISCO GROUP June 2001 - January 2004
Hobartolid Co. June 2000 - June 2001
Skills
Management Consulting, Business Process..., Change Management, Risk Management, Business Transformation, Business Analysis, Team Leadership, Performance Management, Business Strategy, Leadership, Project Management, Management, Problem Solving, Business Development, Consulting, Analytical Skills, Business Case, Strategy, Portfolio Management, Analysis, Banking, Managerial Finance, Financial Risk, Credit Risk, Risk Analysis
Education
Carleton University 2004 — 2006
Master of Business Administration (MBA)
Carleton University 2004 — 2004
Management skills workshop, certificate
Tehran University 1998 — 2003
Bachelor of Engineering (BEng), Mechanical Engineering
College 1997 — 1998
Diploma, Mathematics
Canadian Association of Management Consultants (CMC - Toronto Chapter)
Member
Thomas H. Atteberry Thomas H. Atteberry's FPA Experience March 1997 - Present
Job Partner at FPA
Industry Investment Management
Experience
FPA March 1997 - Present
Fifth Third Bank September 1990 - December 1996
Mercantile Bank Joplin Missouri August 1987 - August 1990
Skills
Fixed Income, Asset Management, Mutual Funds, Portfolio Management, Investments, Investment Management, Asset Allocation
Education
Texas Christian University - M.J. Neeley School of Business 1971 — 1975
BBA, Economics and Radio TV Film
FPA March 1997 - Present
Fifth Third Bank September 1990 - December 1996
Mercantile Bank Joplin Missouri August 1987 - August 1990
Skills
Fixed Income, Asset Management, Mutual Funds, Portfolio Management, Investments, Investment Management, Asset Allocation
Education
Texas Christian University - M.J. Neeley School of Business 1971 — 1975
BBA, Economics and Radio TV Film
Dennis Wheeler Dennis Wheeler's FPA Experience June 2003 - Present
Job Principal Fox Perkins & Associates
Industry Management Consulting
Experience
FPA June 2003 - Present
National Consulting Practice April 1992 - May 2003
Skills
Strategic Planning, Business, Team Building, Coaching, Training, Leadership, Business Process..., Business Process..., Management Consulting, Performance Improvement, Organizational Design, Operational Excellence, Business Analysis, Executive Management, Change Management, Organizational..., Business Strategy, Succession Planning, Business Planning, Leadership Development, Business Transformation
Education
University of Tennessee 1985 — 1987
MBA Program, Business Feedback Systems
Oglethorpe University
BBA, Business Administration, Accounting, CUM LAUDE
FPA June 2003 - Present
National Consulting Practice April 1992 - May 2003
Skills
Strategic Planning, Business, Team Building, Coaching, Training, Leadership, Business Process..., Business Process..., Management Consulting, Performance Improvement, Organizational Design, Operational Excellence, Business Analysis, Executive Management, Change Management, Organizational..., Business Strategy, Succession Planning, Business Planning, Leadership Development, Business Transformation
Education
University of Tennessee 1985 — 1987
MBA Program, Business Feedback Systems
Oglethorpe University
BBA, Business Administration, Accounting, CUM LAUDE
Jeanne Osterlund Jeanne Osterlund's FPA Experience 1994 - 1996
Job Vice President of Sales at U.S. HealthWorks
Industry Medical Practice
Experience
U.S. HealthWorks November 2009 - Present
U.S. HealthWorks August 1997 - December 2009
FPA 1994 - 1996
Skills
Healthcare Industry, Employee Benefits, Osteoporosis
Education
New Mexico State University 1969 — 1973
BA, Business Management
U.S. HealthWorks November 2009 - Present
U.S. HealthWorks August 1997 - December 2009
FPA 1994 - 1996
Skills
Healthcare Industry, Employee Benefits, Osteoporosis
Education
New Mexico State University 1969 — 1973
BA, Business Management
Julie Massaro Julie Massaro's FPA Experience November 2004 - May 2009
Job Experienced Marketing and Communications Strategist Specializing in Social Media Marketing
Industry Marketing and Advertising
Experience
PAMA September 2011 - Present
NUCA of Colorado 2011 - Present
ISES Denver 2013 - 2013
Baptie & Company 2009 - 2010
FPA November 2004 - May 2009
AORN January 2002 - September 2004
STARZ ENCORE ENTERTAINMENT January 2001 - January 2002
AMERICAN MANAGEMENT ASSOCIATION INTERNATIONAL January 1998 - January 2001
American Water Works Association January 1995 - January 1998
Skills
Social Media Marketing, Product Development, Marketing Strategy, Social Media, Strategic Planning, Marketing Communications, New Business Development, Direct Marketing, Online Advertising, SEM, SEO, Marketing
Education
University of California, Irvine 2009 — 2011
Social Media Marketing
University of Denver
MBA, Marketing
University of Denver - Daniels College of Business
MBA, Marketing
PAMA September 2011 - Present
NUCA of Colorado 2011 - Present
ISES Denver 2013 - 2013
Baptie & Company 2009 - 2010
FPA November 2004 - May 2009
AORN January 2002 - September 2004
STARZ ENCORE ENTERTAINMENT January 2001 - January 2002
AMERICAN MANAGEMENT ASSOCIATION INTERNATIONAL January 1998 - January 2001
American Water Works Association January 1995 - January 1998
Skills
Social Media Marketing, Product Development, Marketing Strategy, Social Media, Strategic Planning, Marketing Communications, New Business Development, Direct Marketing, Online Advertising, SEM, SEO, Marketing
Education
University of California, Irvine 2009 — 2011
Social Media Marketing
University of Denver
MBA, Marketing
University of Denver - Daniels College of Business
MBA, Marketing
Teri Thomas Tornroos, CFP® EA Teri Thomas Tornroos, CFP® EA's FPA Experience 2007 - Present
Job Principal, Evergreen Financial Planning, LLC, a feeonly financial planning and tax advisory firm
Industry Financial Services
Experience
NAPFA 2009 - Present
Garrett Planning Network 2008 - Present
Evergreen Financial Planning, LLC 2007 - Present
FPA 2007 - Present
H R Block 2005 - 2008
Chango and Murdock Elementary Schools 1991 - 2005
General Electric 1978 - 1990
Education
Emory University 2007 — 2008
Certificate, Financial Planning
Bates College 1973 — 1977
BS, Biology
Garrett
Fee-Only Hourly Financial Planning
NAPFA 2009 - Present
Garrett Planning Network 2008 - Present
Evergreen Financial Planning, LLC 2007 - Present
FPA 2007 - Present
H R Block 2005 - 2008
Chango and Murdock Elementary Schools 1991 - 2005
General Electric 1978 - 1990
Education
Emory University 2007 — 2008
Certificate, Financial Planning
Bates College 1973 — 1977
BS, Biology
Garrett
Fee-Only Hourly Financial Planning
Louise Marie Cole Louise Marie Cole's FPA Experience 1984 - Present
Job Principal Partner Heritage Group of Companies
Industry Financial Services
Experience
NEXT Financial Group, Inc March 2012 - Present
The Heritage Group Companies January 2005 - Present
FPA 1984 - Present
The Heritage Institute 2005 - 2009
Cole Financial Management October 1988 - January 2006
University of Medicine and Dentistry July 1978 - July 1981
Skills
Financial Planning, Leadership, Public Speaking, Retirement, Retirement Planning, Investments, Finance, Estate Planning, Wealth Management, Wealth, Financial Services, Long-term Care
Education
Heritage Institute 2005 — 2009
CWC, Fellow, Certified Wealth Consultant- Heritage Planning
Rutgers, The State University of New Jersey-Newark 1981 — 1982
marketing
Brookdale Community College 1970 — 1974
AAS Nursing, Nursing
Matawan Regional High School 1966 — 1970
High School
CFP Board of Standards
CFP, Certified Financial Planner-Practioner
NEXT Financial Group, Inc March 2012 - Present
The Heritage Group Companies January 2005 - Present
FPA 1984 - Present
The Heritage Institute 2005 - 2009
Cole Financial Management October 1988 - January 2006
University of Medicine and Dentistry July 1978 - July 1981
Skills
Financial Planning, Leadership, Public Speaking, Retirement, Retirement Planning, Investments, Finance, Estate Planning, Wealth Management, Wealth, Financial Services, Long-term Care
Education
Heritage Institute 2005 — 2009
CWC, Fellow, Certified Wealth Consultant- Heritage Planning
Rutgers, The State University of New Jersey-Newark 1981 — 1982
marketing
Brookdale Community College 1970 — 1974
AAS Nursing, Nursing
Matawan Regional High School 1966 — 1970
High School
CFP Board of Standards
CFP, Certified Financial Planner-Practioner
Julie Hall, CFP ®, MS-Finance Julie Hall, CFP ®, MS-Finance's FPA Experience 2013 - 2013
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
Center for Financial Planning, Inc. January 2011 - July 2013
FPA 2013 - 2013
Heritage Private Wealth LLC October 2009 - January 2011
Lincoln Financial Advisors February 2005 - October 2009
Prudential Financial March 2003 - February 2005
M&O Marketing June 2002 - March 2003
Skills
Wealth Management, Financial Planning, Investment Advisory, Reporting & Analysis, Securities, Fixed Annuities, Investments, Strategic Financial..., Finance, Wealth
Education
Walsh College 2006 — 2009
Master of Science in Finance, Finance
Eastern Michigan University 1997 — 2002
Bachelor of Business Administration, Business with a concentration in marketing
TIAA-CREF August 2013 - Present
Center for Financial Planning, Inc. January 2011 - July 2013
FPA 2013 - 2013
Heritage Private Wealth LLC October 2009 - January 2011
Lincoln Financial Advisors February 2005 - October 2009
Prudential Financial March 2003 - February 2005
M&O Marketing June 2002 - March 2003
Skills
Wealth Management, Financial Planning, Investment Advisory, Reporting & Analysis, Securities, Fixed Annuities, Investments, Strategic Financial..., Finance, Wealth
Education
Walsh College 2006 — 2009
Master of Science in Finance, Finance
Eastern Michigan University 1997 — 2002
Bachelor of Business Administration, Business with a concentration in marketing
Martina Peng Martina Peng's FPA Experience January 2015 - Present
Job Chair, Department of Accounting, Finance, and Economics at Franklin University
Industry Higher Education
Experience
FPA January 2015 - Present
Franklin University June 2013 - Present
Franklin University June 2013 - Present
Franklin University July 2010 - Present
FPA 2009 - Present
Franklin University July 2008 - June 2010
The Ohio State University September 2003 - December 2007
Skills
Higher Education, Instructional Design, Teaching, Curriculum Development, Financial Planning, Financial Analysis, Consumer Finance, Retirement Planning, SAS, SPSS, Strategic Financial..., Statistics, Adult Education, Research, Public Speaking, Strategic Planning, Leadership, Nonprofits, Staff Development
Education
The Ohio State University 2003 — 2008
Ph.D., Personal Finance
State University of New York at Buffalo 2000 — 2002
M.B.A., Finance
FPA January 2015 - Present
Franklin University June 2013 - Present
Franklin University June 2013 - Present
Franklin University July 2010 - Present
FPA 2009 - Present
Franklin University July 2008 - June 2010
The Ohio State University September 2003 - December 2007
Skills
Higher Education, Instructional Design, Teaching, Curriculum Development, Financial Planning, Financial Analysis, Consumer Finance, Retirement Planning, SAS, SPSS, Strategic Financial..., Statistics, Adult Education, Research, Public Speaking, Strategic Planning, Leadership, Nonprofits, Staff Development
Education
The Ohio State University 2003 — 2008
Ph.D., Personal Finance
State University of New York at Buffalo 2000 — 2002
M.B.A., Finance
Laura Garrison-Brook Laura Garrison-Brook's FPA Experience 1998 - May 2010
Job President & CEO at Engaging Communities Consulting
Industry Nonprofit Organization Management
Experience
Engaging Communities Consulting January 2015 - Present
Financial Planning Association February 2010 - January 2015
Financial Planning Association February 1998 - January 2015
FPA 1998 - May 2010
Skills
Strategic Financial..., Social Networking, Nonprofits, Coaching, Personal Finance, Financial Planners, International Relations, Leadership, Community Development, Non-profits, Public Speaking, Association Management, Strategic Planning, Investment Management, Financial Advisory, Entrepreneurship, Retirement Planning, Investment Advisory, Wealth Management, Social Media Marketing, Business Strategy, Risk Management, Business Planning
Education
University at Albany 1993 — 1995
East Asian Studies, Japanese
Engaging Communities Consulting January 2015 - Present
Financial Planning Association February 2010 - January 2015
Financial Planning Association February 1998 - January 2015
FPA 1998 - May 2010
Skills
Strategic Financial..., Social Networking, Nonprofits, Coaching, Personal Finance, Financial Planners, International Relations, Leadership, Community Development, Non-profits, Public Speaking, Association Management, Strategic Planning, Investment Management, Financial Advisory, Entrepreneurship, Retirement Planning, Investment Advisory, Wealth Management, Social Media Marketing, Business Strategy, Risk Management, Business Planning
Education
University at Albany 1993 — 1995
East Asian Studies, Japanese
Karen Schaeffer Karen Schaeffer's FPA Experience 2000 - 2002
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
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
James Barnash's FPA Experience 2001 - 2006
Job Regional Director
Industry Financial Services
Experience
Edelman Financial Services, LLC May 2013 - Present
JA Barnash & Associates 2009 - September 2012
Merion Wealth Partners, LLC March 2011 - April 2012
Capital Analysts 2010 - 2011
Stride Consulting, Inc. March 2009 - April 2010
Stride Consulting, Inc. March 2009 - April 2010
Ameriprise Financial 2007 - 2009
Lincoln Financial Advisors 1996 - 2007
FPA 2001 - 2006
Skills
Financial Advisory, Strategic Financial..., Wealth, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Estate Planning, Asset Allocation, Personal Finance, Series 7, Insurance, Strategic Planning, Financial Planning, Public Speaking, Financial Analysis, Marketing Strategy, Risk Management, Small Business, Coaching, Succession Planning, Business Strategy, Management Consulting, Business Planning, Long Term Care, Insurance Planning, Annuities, Non-profits
Education
College for Financial Planning 1990 — 1992
CFP Certification, Financial Planning
DePaul University 1972 — 1977
Bachelor of Arts, History
Edelman Financial Services, LLC May 2013 - Present
JA Barnash & Associates 2009 - September 2012
Merion Wealth Partners, LLC March 2011 - April 2012
Capital Analysts 2010 - 2011
Stride Consulting, Inc. March 2009 - April 2010
Stride Consulting, Inc. March 2009 - April 2010
Ameriprise Financial 2007 - 2009
Lincoln Financial Advisors 1996 - 2007
FPA 2001 - 2006
Skills
Financial Advisory, Strategic Financial..., Wealth, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Estate Planning, Asset Allocation, Personal Finance, Series 7, Insurance, Strategic Planning, Financial Planning, Public Speaking, Financial Analysis, Marketing Strategy, Risk Management, Small Business, Coaching, Succession Planning, Business Strategy, Management Consulting, Business Planning, Long Term Care, Insurance Planning, Annuities, Non-profits
Education
College for Financial Planning 1990 — 1992
CFP Certification, Financial Planning
DePaul University 1972 — 1977
Bachelor of Arts, History
jason giles jason giles's FPA Experience 2007 - May 2011
Job Senior Software Engineer/Consultant
Industry Computer Software
Experience
Bank of America July 2007 - Present
FPA 2007 - May 2011
Website Pros December 2005 - December 2006
Football Fanatics January 2006 - May 2006
Global Axcess Corp March 2003 - January 2006
Sherwin Williams 1997 - 2001
Skills
Web Services, ASP.NET, C#, .NET, WPF, Silverlight, Agile Methodologies, AJAX, XML, Perl, Microsoft SQL Server, Subversion, WCF, Visual Studio, IIS, SOA, VB.NET, SQL, T-SQL, SSRS, TFS
Education
University of Missouri-Rolla 1990 — 1995
BS, Chemistry
Bank of America July 2007 - Present
FPA 2007 - May 2011
Website Pros December 2005 - December 2006
Football Fanatics January 2006 - May 2006
Global Axcess Corp March 2003 - January 2006
Sherwin Williams 1997 - 2001
Skills
Web Services, ASP.NET, C#, .NET, WPF, Silverlight, Agile Methodologies, AJAX, XML, Perl, Microsoft SQL Server, Subversion, WCF, Visual Studio, IIS, SOA, VB.NET, SQL, T-SQL, SSRS, TFS
Education
University of Missouri-Rolla 1990 — 1995
BS, Chemistry
Denisa Tova, CFP, CDFA, MBA Denisa Tova, CFP, CDFA, MBA's FPA Experience 2003 - 2012
Job Divorce Mediator
Industry Financial Services
Experience
Denisa Tova, CFP, CDFA - Divorce Mediator 2003 - Present
Fox31 Denver January 2012 - December 2013
The Denver Post September 2012 - December 2012
The Gazette June 2010 - June 2012
FPA 2003 - 2012
Channel 13 KRDO TV 2008 - June 2011
Skills
Divorce Mediation,..., Journalism, Television, Finance, Radio, Social Networking, Mediation, Facebook
Education
Western Governors University 2008 — 2009
Master of Business Administration (M.B.A.)
Phoenix Strategies, Inc.
Mediator
The American College
CFP®, Certified Financial Planner® Practitioner (CFP®)
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
The Institute for Certified Divorce Financial Analysts
CDFA, Certified Divorce Financial Analyst
Denisa Tova, CFP, CDFA - Divorce Mediator 2003 - Present
Fox31 Denver January 2012 - December 2013
The Denver Post September 2012 - December 2012
The Gazette June 2010 - June 2012
FPA 2003 - 2012
Channel 13 KRDO TV 2008 - June 2011
Skills
Divorce Mediation,..., Journalism, Television, Finance, Radio, Social Networking, Mediation, Facebook
Education
Western Governors University 2008 — 2009
Master of Business Administration (M.B.A.)
Phoenix Strategies, Inc.
Mediator
The American College
CFP®, Certified Financial Planner® Practitioner (CFP®)
The American College
ChFC, Chartered Financial Consultant
The American College
CLU, Chartered Life Underwriter
The Institute for Certified Divorce Financial Analysts
CDFA, Certified Divorce Financial Analyst
Jason McGarraugh, CFP® Jason McGarraugh, CFP®'s FPA Experience 2001 - Present
Job CERTIFIED FINANCIAL PLANNER ™ Practitioner
Industry Financial Services
Experience
Neal Financial Group June 2006 - Present
Nexgen 2007 - Present
FPA 2001 - Present
Financial Planning Association January 2006 - December 2013
Financial Planning Association of Houston 2009 - December 2011
Waddell & Reed October 2003 - June 2006
Financial Perspectives Pte Ltd January 2003 - April 2003
Skills
Retirement Planning, Strategic Financial..., Investments, Finance, Wealth Management, Estate Planning, Asset Allocation, Investment Management, Asset Management, Portfolio Management
Education
Texas Tech University 2000 — 2002
M.S., Personal Financial Planning
Texas Tech University - Rawls College of Business 1995 — 1999
BBA, Finance
Perryton High School 1992 — 1995
Neal Financial Group June 2006 - Present
Nexgen 2007 - Present
FPA 2001 - Present
Financial Planning Association January 2006 - December 2013
Financial Planning Association of Houston 2009 - December 2011
Waddell & Reed October 2003 - June 2006
Financial Perspectives Pte Ltd January 2003 - April 2003
Skills
Retirement Planning, Strategic Financial..., Investments, Finance, Wealth Management, Estate Planning, Asset Allocation, Investment Management, Asset Management, Portfolio Management
Education
Texas Tech University 2000 — 2002
M.S., Personal Financial Planning
Texas Tech University - Rawls College of Business 1995 — 1999
BBA, Finance
Perryton High School 1992 — 1995
Cyndi Mincy Cyndi Mincy's FPA Experience 2010 - 2013
Job CEO at PPSC USA LLC.
Industry Pharmaceuticals
Experience
PPSC USA LLC April 1986 - Present
FPA 2010 - 2013
Mincy & Associates April 1993 - August 1995
Skills
Business Strategy, Business Planning, Financial Modeling, Financial Oversight, Group Purchasing, prescription benefit..., pharmacy network..., Sales Management, Sales Presentation..., NetSuite, Pharmacy, Pharmaceutical Industry, generic drug industry, Board of Director..., Board of Directors..., Board of Directors..., Trade Associations, Political Advocacy for..., Pharmacy Benefit..., Managed Care, Pharmacists, Strategic Planning, Management, Diabetes, Board of Directors, Prescription, Healthcare, Pharmaceutical Sales, Pharmaceutics, Healthcare Industry, Pharmacy Automation, Medicaid
Education
Texas A&M University-Kingsville 1977 — 1979
B.B.A., Management
PPSC USA LLC April 1986 - Present
FPA 2010 - 2013
Mincy & Associates April 1993 - August 1995
Skills
Business Strategy, Business Planning, Financial Modeling, Financial Oversight, Group Purchasing, prescription benefit..., pharmacy network..., Sales Management, Sales Presentation..., NetSuite, Pharmacy, Pharmaceutical Industry, generic drug industry, Board of Director..., Board of Directors..., Board of Directors..., Trade Associations, Political Advocacy for..., Pharmacy Benefit..., Managed Care, Pharmacists, Strategic Planning, Management, Diabetes, Board of Directors, Prescription, Healthcare, Pharmaceutical Sales, Pharmaceutics, Healthcare Industry, Pharmacy Automation, Medicaid
Education
Texas A&M University-Kingsville 1977 — 1979
B.B.A., Management
L. Mark Halstead, Jr. MFP, CFP, CSNP, CLTC, CSA L. Mark Halstead, Jr. MFP, CFP, CSNP, CLTC, CSA's FPA Experience 1983 - 2010
Job Director of Financial Planning, Training, Compliance at Brock and Associates, LLC
Industry Financial Services
Experience
Brock and Associates, LLC January 2010 - Present
Financial Planning Association 1983 - 2012
LPL 2009 - 2010
American Red Cross Mountain Valley Chapter 2008 - 2010
Independant Insurance Agent 1983 - 2010
Financial Planning Association 1983 - 2010
NAIFA 1983 - 2010
FPA 1983 - 2010
Financial Planning Association 1983 - 2010
American Red Cross - Southern Nevada Chapter 2007 - 2009
Skills
Financial Planning, Insurance, Securities, Estate Planning, Wealth Management, Investments, Retirement Planning, Retirement, Asset Management, 401k, Wealth, Tax, Small Business, Funding, Mutual Funds, Planning, Business Planning, Public Speaking, Investment Advisory, Budgeting, Strategic Planning, Portfolio Management, Risk Management, Asset Allocation, Negotiation, Employee Benefits, Long Term Care, Asset, Annuities, Series 7, Succession Planning, Pensions, Money, Personal Finance, Cash Flow, Options, Retirement Income..., Savings, Financial Advisory, Business Strategy
Education
College for Financial Planning 2007 — 2009
Masters, Financial Planning
University of Phoenix 2005 — 2007
Bachelor of Science, Business Administration
FPA
Master of Science in Financial Planning, Financial Planning
Brock and Associates, LLC January 2010 - Present
Financial Planning Association 1983 - 2012
LPL 2009 - 2010
American Red Cross Mountain Valley Chapter 2008 - 2010
Independant Insurance Agent 1983 - 2010
Financial Planning Association 1983 - 2010
NAIFA 1983 - 2010
FPA 1983 - 2010
Financial Planning Association 1983 - 2010
American Red Cross - Southern Nevada Chapter 2007 - 2009
Skills
Financial Planning, Insurance, Securities, Estate Planning, Wealth Management, Investments, Retirement Planning, Retirement, Asset Management, 401k, Wealth, Tax, Small Business, Funding, Mutual Funds, Planning, Business Planning, Public Speaking, Investment Advisory, Budgeting, Strategic Planning, Portfolio Management, Risk Management, Asset Allocation, Negotiation, Employee Benefits, Long Term Care, Asset, Annuities, Series 7, Succession Planning, Pensions, Money, Personal Finance, Cash Flow, Options, Retirement Income..., Savings, Financial Advisory, Business Strategy
Education
College for Financial Planning 2007 — 2009
Masters, Financial Planning
University of Phoenix 2005 — 2007
Bachelor of Science, Business Administration
FPA
Master of Science in Financial Planning, Financial Planning
Dave Fernandez, CFP® Dave Fernandez, CFP®'s FPA Experience January 2006 - December 2006
Job Owner, Principal at Wealth Engineering, LLC
Industry Investment Management
Experience
Wealth Engineering, LLC 2003 - Present
FPA January 2006 - December 2006
The Vanguard Group 1995 - 2003
Skills
Retirement Planning, Portfolio Management, Investments, Asset Allocation, Wealth Management, Estate Planning, Strategic Financial..., Asset Managment, Investment Advisory, Investment Strategies, Investment Management, Retirement, Fixed Income, Mutual Funds, Financial Advisory, IRAs, Wealth Management..., Personal Financial..., Certified Financial..., Asset Management, Finance
Education
Arizona State University
BS, Finance
Wealth Engineering, LLC 2003 - Present
FPA January 2006 - December 2006
The Vanguard Group 1995 - 2003
Skills
Retirement Planning, Portfolio Management, Investments, Asset Allocation, Wealth Management, Estate Planning, Strategic Financial..., Asset Managment, Investment Advisory, Investment Strategies, Investment Management, Retirement, Fixed Income, Mutual Funds, Financial Advisory, IRAs, Wealth Management..., Personal Financial..., Certified Financial..., Asset Management, Finance
Education
Arizona State University
BS, Finance
Peggy Tracy Peggy Tracy's FPA Experience 1983 - 2008
Job Owner, Priority Planning LLC
Industry Financial Services
Experience
Priority Planning MemberWheaton Chamber of Commerce2009 - 2014
Divorce Illinois 2008 - 2014
FPA 1983 - 2008
Lincoln Financial Advisors 2000 - 2005
Skills
Certified Fraud Examiner, Tax, Forensic Accounting, Retirement Planning, Strategic Financial..., Wealth Management, Long-term Care, Series 7, Estate Planning, Series 63, Investment Advisory, Wealth, Financial Advisory, Fixed Annuities, Asset Management, Investments, Asset Allocation, Small Business, Trusts, Personal Finance, Retirement, Investment Strategies, IRAs, Mutual Funds, High Net Worth..., Securities, Financial Planners, Disability Insurance, Pensions, Wealth Accumulation, 401k, Life Insurance, Estate Tax Planning, Financial Planning
Education
Quinlan School of Business, Loyola University Chicago 1979 — 1981
Master of Business Administration (M.B.A.), Accounting and Finance
Mundelein college 1974 — 1977
Bachelor’s Degree
Priority Planning MemberWheaton Chamber of Commerce2009 - 2014
Divorce Illinois 2008 - 2014
FPA 1983 - 2008
Lincoln Financial Advisors 2000 - 2005
Skills
Certified Fraud Examiner, Tax, Forensic Accounting, Retirement Planning, Strategic Financial..., Wealth Management, Long-term Care, Series 7, Estate Planning, Series 63, Investment Advisory, Wealth, Financial Advisory, Fixed Annuities, Asset Management, Investments, Asset Allocation, Small Business, Trusts, Personal Finance, Retirement, Investment Strategies, IRAs, Mutual Funds, High Net Worth..., Securities, Financial Planners, Disability Insurance, Pensions, Wealth Accumulation, 401k, Life Insurance, Estate Tax Planning, Financial Planning
Education
Quinlan School of Business, Loyola University Chicago 1979 — 1981
Master of Business Administration (M.B.A.), Accounting and Finance
Mundelein college 1974 — 1977
Bachelor’s Degree
Bill Schretter MBA, CLU, ChFC, CFP Bill Schretter MBA, CLU, ChFC, CFP's FPA Experience 2010 - Present
Job Senior Financial Planner at Key Private Bank
Industry Financial Services
Experience
Key Private Bank December 2014 - Present
Life- Legacy Services June 2012 - Present
CFP Board December 2014 - Present
Financial Planning Association of Southwestern Ohio January 2010 - Present
FPA 2010 - Present
Raymond James Financial Inc. June 2012 - December 2014
BSB Partners January 2009 - December 2014
Hondros College October 2006 - December 2014
Financial Planning Association of Southwestern Ohio February 2010 - September 2014
Capital Analysts Incorporated September 2007 - May 2012
Skills
Retirement Planning, Strategic Financial..., Goal Planning, Insurance, Investments, Retirement, Wealth Management, Financial Planning, Life Insurance, Risk Management, Investment Advisory, Asset Management, Public Speaking, Series 7, Financial Management, Budgeting, Business Planning, Process Improvement, Succession Planning, Positive Psychology, Compliance Consulting, Practice Management, Legacy Planning, Legacy Video Services, Holistic Financial..., Business Coaching, Finance, Leadership, Management, Financial Services, Financial Advisory, Portfolio Management, Mutual Funds, Strategic Planning, Financial Analysis, Customer Service, Securities, Consulting
Education
Professional Credentials- CLU, ChFC, CFP, CSCP, AIRC 2003 — 2010
The American College 2004 — 2007
CLU, ChFC
University of Cincinnati College of Business 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS, Marketing, Marketing Research
St. Xavier High School 1986 — 1990
Preparatory, Jesuit Preparatory
Key Private Bank December 2014 - Present
Life- Legacy Services June 2012 - Present
CFP Board December 2014 - Present
Financial Planning Association of Southwestern Ohio January 2010 - Present
FPA 2010 - Present
Raymond James Financial Inc. June 2012 - December 2014
BSB Partners January 2009 - December 2014
Hondros College October 2006 - December 2014
Financial Planning Association of Southwestern Ohio February 2010 - September 2014
Capital Analysts Incorporated September 2007 - May 2012
Skills
Retirement Planning, Strategic Financial..., Goal Planning, Insurance, Investments, Retirement, Wealth Management, Financial Planning, Life Insurance, Risk Management, Investment Advisory, Asset Management, Public Speaking, Series 7, Financial Management, Budgeting, Business Planning, Process Improvement, Succession Planning, Positive Psychology, Compliance Consulting, Practice Management, Legacy Planning, Legacy Video Services, Holistic Financial..., Business Coaching, Finance, Leadership, Management, Financial Services, Financial Advisory, Portfolio Management, Mutual Funds, Strategic Planning, Financial Analysis, Customer Service, Securities, Consulting
Education
Professional Credentials- CLU, ChFC, CFP, CSCP, AIRC 2003 — 2010
The American College 2004 — 2007
CLU, ChFC
University of Cincinnati College of Business 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
BS, Marketing, Marketing Research
St. Xavier High School 1986 — 1990
Preparatory, Jesuit Preparatory
Shaquita Young Shaquita Young's FPA Experience 2012 - 2013
Job MS Financial Planning
Industry Financial Services
Experience
Social Security Administration April 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - May 2014
University of Georgia August 2012 - December 2013
University of Georgia August 2012 - December 2013
University of Georgia January 2012 - December 2013
Georgia United Credit Union January 2013 - May 2013
Bath & Body Works November 2011 - January 2013
FPA 2012 - 2013
Skills
Personal Income Tax..., Personal Budgeting, Microsoft Office, Microsoft Excel, Typing, Organization, Communication, Problem Solving, NCAA Compliance, Athlete Representation, Credit Counseling, Debt Elimination, Athletic Training, Sales
Education
The University of Georgia 2012 — 2013
Master of Science (M.S.), Housing and Consumer Economics
The University of Georgia 2007 — 2010
Bachelor of Science (B.S.), Housing and Consumer Economics
OCHS
OCHS
OCHS
Social Security Administration April 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - May 2014
University of Georgia August 2012 - December 2013
University of Georgia August 2012 - December 2013
University of Georgia January 2012 - December 2013
Georgia United Credit Union January 2013 - May 2013
Bath & Body Works November 2011 - January 2013
FPA 2012 - 2013
Skills
Personal Income Tax..., Personal Budgeting, Microsoft Office, Microsoft Excel, Typing, Organization, Communication, Problem Solving, NCAA Compliance, Athlete Representation, Credit Counseling, Debt Elimination, Athletic Training, Sales
Education
The University of Georgia 2012 — 2013
Master of Science (M.S.), Housing and Consumer Economics
The University of Georgia 2007 — 2010
Bachelor of Science (B.S.), Housing and Consumer Economics
OCHS
OCHS
OCHS
Andrew August Andrew August's FPA Experience February 2012 - Present
Job Investment Analyst at FPA
Industry Financial Services
Experience
FPA February 2012 - Present
The Frog's Kiss December 2010 - 2011
Education
Northwestern University
Political Science
FPA February 2012 - Present
The Frog's Kiss December 2010 - 2011
Education
Northwestern University
Political Science
Eric Bokota Eric Bokota's FPA Experience September 2011 - July 2012
Job Experienced Global Equity Analyst
Industry Financial Services
Experience
FPA September 2011 - July 2012
Harris Associates January 2004 - December 2010
Brandes Investment Partners March 2001 - December 2003
Skills
Equities
Education
Miami University 1997 — 2000
BS, Finance
FPA September 2011 - July 2012
Harris Associates January 2004 - December 2010
Brandes Investment Partners March 2001 - December 2003
Skills
Equities
Education
Miami University 1997 — 2000
BS, Finance
Robert Keats CFP®(US & Cda), MSFP, RFP®(Cda) Robert Keats CFP®(US & Cda), MSFP, RFP®(Cda)'s FPA Experience 1988 - Present
Job President at KeatsConnelly
Industry Financial Services
Experience
Fiduciary Network August 2008 - Present
FPA 1988 - Present
KeatsConnelly September 1990 - Present
Cross-Border Tax and Accounting January 1998 - Present
KeatsConnelly, ULC (Canada) February 2013 - Present
National Advisors Trust Company April 2009 - Present
National Association of Personal Financial Planning Associates (NAP FA) June 1996 - Present
Canadian Arizona Business Council January 2006 - Present
The Keats Family Foundation October 2008 - Present
Self Counsel Press 1992 - 2014
Skills
Cross Border Financial..., Cross Border Business..., Estate Planning, Financial Planning, Tax, Investments, Wealth Management, Asset Management, Small Business, Trusts, Business Planning, Retirement Planning, Income Tax, Financial Analysis, Insurance, Portfolio Management, Public Speaking, Mutual Funds, Compliance, Succession Planning, Risk Management, Business Strategy, Asset Protection, Budgeting, High Net Worth..., Pensions, Tax Preparation, Writing, Financial Advisory, Trading, Wealth, Estate Tax Planning, Investment Advisory, Securities, Asset Allocation, Personal Finance, Retirement, Insurance Planning, Equities, Investment Strategies, Financial Management, 401k, Risk, International Tax, Planning, Financial Modeling, LLC, Tax Compliance, Cash Flow, Strategic Financial...
Education
College for Financial Planning 1988 — 1990
MSFP, Financial planning
University of Manitoba 1968 — 1972
BSc ME, Mechanical Engineering
Fiduciary Network August 2008 - Present
FPA 1988 - Present
KeatsConnelly September 1990 - Present
Cross-Border Tax and Accounting January 1998 - Present
KeatsConnelly, ULC (Canada) February 2013 - Present
National Advisors Trust Company April 2009 - Present
National Association of Personal Financial Planning Associates (NAP FA) June 1996 - Present
Canadian Arizona Business Council January 2006 - Present
The Keats Family Foundation October 2008 - Present
Self Counsel Press 1992 - 2014
Skills
Cross Border Financial..., Cross Border Business..., Estate Planning, Financial Planning, Tax, Investments, Wealth Management, Asset Management, Small Business, Trusts, Business Planning, Retirement Planning, Income Tax, Financial Analysis, Insurance, Portfolio Management, Public Speaking, Mutual Funds, Compliance, Succession Planning, Risk Management, Business Strategy, Asset Protection, Budgeting, High Net Worth..., Pensions, Tax Preparation, Writing, Financial Advisory, Trading, Wealth, Estate Tax Planning, Investment Advisory, Securities, Asset Allocation, Personal Finance, Retirement, Insurance Planning, Equities, Investment Strategies, Financial Management, 401k, Risk, International Tax, Planning, Financial Modeling, LLC, Tax Compliance, Cash Flow, Strategic Financial...
Education
College for Financial Planning 1988 — 1990
MSFP, Financial planning
University of Manitoba 1968 — 1972
BSc ME, Mechanical Engineering
Lee Baker, CFP's FPA Experience 2008 - December 2010
Job
Industry Financial Services
Experience
AARP 2012 - Present
Apex Financial Services, Inc. July 1998 - Present
Financial Planning Association 2008 - December 2010
FPA 2008 - December 2010
Wesley Community Center 2007 - 2009
Skills
Financial Planning, Estate Planning, Retirement Planning, Retirement, Portfolio Management, Strategic Financial..., Public Speaking
Education
Georgia Institute of Technology 1985 — 1990
BIE
Ribault
AARP 2012 - Present
Apex Financial Services, Inc. July 1998 - Present
Financial Planning Association 2008 - December 2010
FPA 2008 - December 2010
Wesley Community Center 2007 - 2009
Skills
Financial Planning, Estate Planning, Retirement Planning, Retirement, Portfolio Management, Strategic Financial..., Public Speaking
Education
Georgia Institute of Technology 1985 — 1990
BIE
Ribault
Lynn Stephens's FPA Experience July 2012 - August 2013
Job Mobile Crisis Counsellor 2 at AIMHMR
Industry Mental Health Care
Experience
AIMHMR February 2015 - Present
ARIN IU28 December 2011 - Present
Benamati's Creekside Convenience October 2011 - Present
Peerstar LLC September 2014 - February 2015
NHS May 2014 - October 2014
FPA July 2012 - August 2013
Loudoun County Public Schools August 2005 - June 2011
Skills
Classroom, Elementary Education, Lesson Planning, Psychotherapy, Adolescents, Teaching, Crisis Intervention, Group Therapy, Behavioral Health, Child Development, Special Education, Social Services, Mental Health, Case Management
Education
Northcentral University 2013 — 2015
Doctor of Philosophy (PhD), Educational, Instructional, and Curriculum Supervision
James Madison University 2003 — 2005
BS and M.Ed., Special Education and Teaching
KISKI AREA HIGH SCHOOL
Diploma, Academic Liberal and Fine Arts
AIMHMR February 2015 - Present
ARIN IU28 December 2011 - Present
Benamati's Creekside Convenience October 2011 - Present
Peerstar LLC September 2014 - February 2015
NHS May 2014 - October 2014
FPA July 2012 - August 2013
Loudoun County Public Schools August 2005 - June 2011
Skills
Classroom, Elementary Education, Lesson Planning, Psychotherapy, Adolescents, Teaching, Crisis Intervention, Group Therapy, Behavioral Health, Child Development, Special Education, Social Services, Mental Health, Case Management
Education
Northcentral University 2013 — 2015
Doctor of Philosophy (PhD), Educational, Instructional, and Curriculum Supervision
James Madison University 2003 — 2005
BS and M.Ed., Special Education and Teaching
KISKI AREA HIGH SCHOOL
Diploma, Academic Liberal and Fine Arts
Ben G Baldwin Jr's FPA Experience 1981 - Present
Job Director Emeritus at Baldwin Financial Advisors, LLC
Industry Financial Services
Experience
Baldwin Financial Advisors, LLC July 2014 - Present
TIAA-CREF 2005 - Present
Baldwin Financial Advisors, LLC January 1997 - Present
FPA 1981 - Present
Financial Planning Association 1978 - Present
Society of Financial Service Professionals 1970 - Present
Society of FSP 1966 - Present
SFSP 1966 - Present
Baldwin Financial Systems, LLC June 1982 - June 2014
Baldwin Financial Systems, LLC June 1982 - June 2014
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Financial Planners, Investment Advisory, Strategic Financial..., 401k, Financial Advisory, Wealth, Insurance, Financial Services, Investment Management, Investments, Life Insurance, Mutual Funds, Series 7, IRAs, Long-term Care, Trusts, Asset Allocation, Wealth Management..., 401k Rollovers, Personal Finance, Personal Financial..., Investment Strategies, Small Business, Variable Annuities, Portfolio Management, Wealth Accumulation, Series 63, Disability Insurance, Employee Benefits, Securities, Pensions, High Net Worth..., Long Term Care Insurance, Roth IRA, Asset Management, Alternative Investments, Estate Tax Planning, FINRA, Savings, Asset Protection, Whole Life, Term Life Insurance, Certified Financial..., Universal Life, Critical Illness
Education
The American College 1966 — 2016
Master of Science, Financial Services
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English Language and Literature/Letters
Oak Park River Forest High School, University of Rochester BA English, That American College MSFS an
Baldwin Financial Advisors, LLC July 2014 - Present
TIAA-CREF 2005 - Present
Baldwin Financial Advisors, LLC January 1997 - Present
FPA 1981 - Present
Financial Planning Association 1978 - Present
Society of Financial Service Professionals 1970 - Present
Society of FSP 1966 - Present
SFSP 1966 - Present
Baldwin Financial Systems, LLC June 1982 - June 2014
Baldwin Financial Systems, LLC June 1982 - June 2014
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Wealth Management, Financial Planners, Investment Advisory, Strategic Financial..., 401k, Financial Advisory, Wealth, Insurance, Financial Services, Investment Management, Investments, Life Insurance, Mutual Funds, Series 7, IRAs, Long-term Care, Trusts, Asset Allocation, Wealth Management..., 401k Rollovers, Personal Finance, Personal Financial..., Investment Strategies, Small Business, Variable Annuities, Portfolio Management, Wealth Accumulation, Series 63, Disability Insurance, Employee Benefits, Securities, Pensions, High Net Worth..., Long Term Care Insurance, Roth IRA, Asset Management, Alternative Investments, Estate Tax Planning, FINRA, Savings, Asset Protection, Whole Life, Term Life Insurance, Certified Financial..., Universal Life, Critical Illness
Education
The American College 1966 — 2016
Master of Science, Financial Services
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English
University of Rochester 1954 — 1958
Bachelor of Arts (B.A.), English Language and Literature/Letters
Oak Park River Forest High School, University of Rochester BA English, That American College MSFS an
Deena Katz's FPA Experience 2007 - 2009
Job Associate Professor at Texas Tech University
Industry Financial Services
Experience
Evensky & Katz/Foldes FInancial June 2014 - Present
Texas Tech University November 2005 - Present
DKHE, Inc January 1995 - Present
Evensky & Katz April 1988 - Present
Financial Planning Association 1986 - Present
Schwab Institutional 1992 - 2010
FPA 2007 - 2009
Evensky & Katz April 1988 - January 2005
Katz Realty and Investment Corporation January 1975 - May 1988
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Investments, Retirement, Financial Planners, Asset Allocation, Financial Advisory, Investment Management, Asset Managment, Portfolio Management, Investment Strategies, Personal Finance, Mutual Funds, 401k, Wealth, Public Speaking, Series 7, Securities, Financial Services, Insurance, Personal Financial..., Employee Benefits, IRAs, ETFs, Hedge Funds, Options, Long-term Care, Equities, Finance, Financial Analysis, Coaching, Life Insurance, Asset Management, Money, Alternative Investments, Fixed Annuities, Series 63, Risk Management, Wealth Management..., Pensions, Financial Planning
Education
Adrian College 2001 — 2001
LHD, Liberal Arts and Sciences, General Studies and Humanities
Adrian College 1971 — 1974
BA, English, Education
Evensky & Katz/Foldes FInancial June 2014 - Present
Texas Tech University November 2005 - Present
DKHE, Inc January 1995 - Present
Evensky & Katz April 1988 - Present
Financial Planning Association 1986 - Present
Schwab Institutional 1992 - 2010
FPA 2007 - 2009
Evensky & Katz April 1988 - January 2005
Katz Realty and Investment Corporation January 1975 - May 1988
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investment Advisory, Investments, Retirement, Financial Planners, Asset Allocation, Financial Advisory, Investment Management, Asset Managment, Portfolio Management, Investment Strategies, Personal Finance, Mutual Funds, 401k, Wealth, Public Speaking, Series 7, Securities, Financial Services, Insurance, Personal Financial..., Employee Benefits, IRAs, ETFs, Hedge Funds, Options, Long-term Care, Equities, Finance, Financial Analysis, Coaching, Life Insurance, Asset Management, Money, Alternative Investments, Fixed Annuities, Series 63, Risk Management, Wealth Management..., Pensions, Financial Planning
Education
Adrian College 2001 — 2001
LHD, Liberal Arts and Sciences, General Studies and Humanities
Adrian College 1971 — 1974
BA, English, Education
Jerry Palumberi's FPA Experience 2006 - 2011
Job Owner, GRUBER PALUMBERI RAFFAELE, CPA's
Industry Accounting
Experience
GRUBER PALUMBERI RAFFAELE, CPA's December 1988 - Present
Gruber Palumberi Raffaele, PC 1988 - Present
FPA 2006 - 2011
FPANY 2005 - 2011
AMI Street 2007 - 2009
Mitchell & Titus, LLP January 1977 - January 1983
Skills
TAX CONSULTATION, Accounting, Financial Planning, FOREIGN INVESTMENTS IN..., MERGERS AND ACQUISITIONS, Strategic Financial..., Tax, Mergers & Acquisitions, CPA, Financial Reporting, Budgets, mergers and acquisitions, Financial Planners, Financial Statements, Auditing, Estate Planning, Management, Nonprofits, Management Consulting
Education
Adelphi University 1985 — 1986
CFP, FINANCIAL & TAX PLANNING
Pace University 1968 — 1972
BBA, Accounting and Business/Management
Pace University-New York
BBA, Accounting and Business/Management
GRUBER PALUMBERI RAFFAELE, CPA's December 1988 - Present
Gruber Palumberi Raffaele, PC 1988 - Present
FPA 2006 - 2011
FPANY 2005 - 2011
AMI Street 2007 - 2009
Mitchell & Titus, LLP January 1977 - January 1983
Skills
TAX CONSULTATION, Accounting, Financial Planning, FOREIGN INVESTMENTS IN..., MERGERS AND ACQUISITIONS, Strategic Financial..., Tax, Mergers & Acquisitions, CPA, Financial Reporting, Budgets, mergers and acquisitions, Financial Planners, Financial Statements, Auditing, Estate Planning, Management, Nonprofits, Management Consulting
Education
Adelphi University 1985 — 1986
CFP, FINANCIAL & TAX PLANNING
Pace University 1968 — 1972
BBA, Accounting and Business/Management
Pace University-New York
BBA, Accounting and Business/Management
Dmitriy Tabachnikov's FPA Experience January 2006 - November 2010
Job Controller
Industry Accounting
Experience
M3 Technology, LLC November 2010 - Present
FPA January 2006 - November 2010
Skills
Financial Reporting, Quickbooks, Accounting, QuickBooks, Tax, Tax Preparation, Cash Flow, Strategic Financial..., Managerial Finance, Income Tax, Fixed Assets, GAAP, Revenue Recognition, US GAAP, Financial Analysis, Accruals, Financial Planning, Variance Analysis, General Ledger, Strategic Planning
Education
Kyiv National Economics University 1993 — 1996
28
M3 Technology, LLC November 2010 - Present
FPA January 2006 - November 2010
Skills
Financial Reporting, Quickbooks, Accounting, QuickBooks, Tax, Tax Preparation, Cash Flow, Strategic Financial..., Managerial Finance, Income Tax, Fixed Assets, GAAP, Revenue Recognition, US GAAP, Financial Analysis, Accruals, Financial Planning, Variance Analysis, General Ledger, Strategic Planning
Education
Kyiv National Economics University 1993 — 1996
28
John Siegel, CFP®'s FPA Experience 2005 - Present
Job Vice President at Tanglewood Legacy Advisors, LLC
Industry Financial Services
Experience
Tanglewood Legacy Advisors, LLC January 2006 - Present
Planned Giving Council of Houston June 2009 - Present
Mission of Yahweh 2011 - Present
FPA 2005 - Present
St. Stephen's Episcopal School Houston 2007 - 2010
Harris County 1999 - 2006
Horrigan & Goehrs, L.L.P. 1998 - 1999
Various Insitutions 1990 - 1997
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Financial Planners, Asset Allocation, Insurance, Wealth Accumulation, Research
Education
Macalester College 1986 — 1990
Bachelor of Arts (B.A.)
Rice University 2003 — 2004
Financial Planning
Tanglewood Legacy Advisors, LLC January 2006 - Present
Planned Giving Council of Houston June 2009 - Present
Mission of Yahweh 2011 - Present
FPA 2005 - Present
St. Stephen's Episcopal School Houston 2007 - 2010
Harris County 1999 - 2006
Horrigan & Goehrs, L.L.P. 1998 - 1999
Various Insitutions 1990 - 1997
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Financial Planners, Asset Allocation, Insurance, Wealth Accumulation, Research
Education
Macalester College 1986 — 1990
Bachelor of Arts (B.A.)
Rice University 2003 — 2004
Financial Planning
Charles Snyder,CFP®, MBA's FPA Experience 2007 - 2009
Job Investment Advisor
Industry Banking
Experience
PNC Wealth Management October 2010 - Present
PNC Wealth Management February 2007 - September 2011
TELI 2008 - 2011
Boy Scouts of America 2008 - 2009
FPA 2007 - 2009
PNC Wealth Management August 2005 - February 2007
Goldman Sachs January 1997 - August 2005
Skills
Investments, Retirement Planning, Portfolio Management, High Net Worth..., Wealth Management..., Asset Allocation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
MBA, Finance/Marketing
University at Albany, SUNY 1990 — 1993
BS, Business Administration:Finance/Management
PNC Wealth Management October 2010 - Present
PNC Wealth Management February 2007 - September 2011
TELI 2008 - 2011
Boy Scouts of America 2008 - 2009
FPA 2007 - 2009
PNC Wealth Management August 2005 - February 2007
Goldman Sachs January 1997 - August 2005
Skills
Investments, Retirement Planning, Portfolio Management, High Net Worth..., Wealth Management..., Asset Allocation
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2003 — 2005
MBA, Finance/Marketing
University at Albany, SUNY 1990 — 1993
BS, Business Administration:Finance/Management
Michael Hopkins's FPA Experience 2010 - 2015
Job President, Fixed Income, Risk & Collateral Management at Broadridge Financial Solutions
Industry Outsourcing/Offshoring
Experience
Broadridge Financial Solutions, Inc. 2005 - Present
FPA 2010 - 2015
FPA 2010 - 2015
Gartner May 2003 - January 2005
AT&T 2001 - 2003
AT&T 1998 - 2001
AT&T 1994 - 1998
Skills
Risk, Risk Management, Compliance, Process Improvement, Program Management, Fixed Income, Financing, Collateral Management, Global Operations, Management, Financial Services, Strategy
Education
Carnegie Mellon University
B. S., Civil Engineering
Carnegie Mellon University
M.S., Management & Policy
INSEAD
Executive Development Program, Management of Global Businesses
Broadridge Financial Solutions, Inc. 2005 - Present
FPA 2010 - 2015
FPA 2010 - 2015
Gartner May 2003 - January 2005
AT&T 2001 - 2003
AT&T 1998 - 2001
AT&T 1994 - 1998
Skills
Risk, Risk Management, Compliance, Process Improvement, Program Management, Fixed Income, Financing, Collateral Management, Global Operations, Management, Financial Services, Strategy
Education
Carnegie Mellon University
B. S., Civil Engineering
Carnegie Mellon University
M.S., Management & Policy
INSEAD
Executive Development Program, Management of Global Businesses
Charise Denavit's FPA Experience November 2009 - April 2012
Job
Industry Marketing and Advertising
Experience
Fathom Events March 2015 - Present
Spin Creative Studio January 2014 - February 2015
The Creative Group August 2013 - January 2014
URS Corporation May 2012 - August 2013
FPA November 2009 - April 2012
Washington Division of URS July 2006 - July 2009
AORN April 2004 - July 2006
Skills
Marketing Communications, Graphic Design, Direct Marketing, Email Marketing, Newsletters, Marketing, Advertising, Social Media Marketing, Online Advertising
Education
University of Colorado Boulder 2000 — 2003
BS, Journalism and Mass Communication
University of Colorado Boulder
Bachelor of Science (B.S.), Journalism and Mass Communication
Fathom Events March 2015 - Present
Spin Creative Studio January 2014 - February 2015
The Creative Group August 2013 - January 2014
URS Corporation May 2012 - August 2013
FPA November 2009 - April 2012
Washington Division of URS July 2006 - July 2009
AORN April 2004 - July 2006
Skills
Marketing Communications, Graphic Design, Direct Marketing, Email Marketing, Newsletters, Marketing, Advertising, Social Media Marketing, Online Advertising
Education
University of Colorado Boulder 2000 — 2003
BS, Journalism and Mass Communication
University of Colorado Boulder
Bachelor of Science (B.S.), Journalism and Mass Communication
Carol Motycka's FPA Experience 2002 - Present
Job Assistant Dean at University of Florida
Industry Research
Experience
University of Florida July 2002 - Present
FPA 2002 - Present
Florida Society of Health-system Pharmacists 2002 - Present
Skills
Board Certified..., AACP Leadership Fellow..., Master Educator Fellow..., Pharmacists, Medication Therapy..., Healthcare, Clinical Pharmacology, Clinical Research, Pharmacy Automation, Pharmacology, Patient Safety, Pharmaceutical Industry, Patient Counseling
Education
Florida Hospital 1998 — 1999
Ambulatory Care Residency, Ambulatory Care
University of Florida 1994 — 1998
Doctor of Pharmacy (Pharm.D.), Pharmacy
University of Florida July 2002 - Present
FPA 2002 - Present
Florida Society of Health-system Pharmacists 2002 - Present
Skills
Board Certified..., AACP Leadership Fellow..., Master Educator Fellow..., Pharmacists, Medication Therapy..., Healthcare, Clinical Pharmacology, Clinical Research, Pharmacy Automation, Pharmacology, Patient Safety, Pharmaceutical Industry, Patient Counseling
Education
Florida Hospital 1998 — 1999
Ambulatory Care Residency, Ambulatory Care
University of Florida 1994 — 1998
Doctor of Pharmacy (Pharm.D.), Pharmacy
Gail Brown's FPA Experience July 2008 - Present
Job 2015 NextGeneration Pharmacist® Technician of the Year, sponsored by Pharmacy Times and Parata Systems
Industry Pharmaceuticals
Experience
School District of Osceola County - August 2012 - Present
FL Pharmacy Today Journal February 2012 - Present
CE Presenter/Speaker/Facilitator July 2009 - Present
FL Advisory Council on Pharmacy Practice (ACPP) July 2008 - Present
FPA July 2008 - Present
Healthcare and Pharmacy Technician Textbook and CE Reviewer October 2007 - Present
Abbason and Associates March 2014 - March 2015
Black Men's Health and Wellness Expo January 2013 - June 2014
Abbason and Associates 2014 - 2014
American Pharmacists Association 2010 - August 2013
Skills
Healthcare and Textbook..., Pharmacy Education, Business Networking, National Speaker, Advisory Boards, Adult Education, Healthcare, Textbooks, Pharmacy, Extern Coordinator for..., Hiring Manager for..., Operations Manager for..., Curriculum Innovation, Pharmaceutical Industry, Published Author, Medication Therapy..., Accreditation, Strategic Planning, Leadership, Training, Managed Care, Patient Safety, Pharmaceutics, Pharmacy Automation, Pharmacists, Diabetes, Clinical Pharmacology, Pharmacology, Health Education, Medicaid, Teaching, Medicine, Pharmacokinetics, Public Speaking, HIPAA, Hospitals, Public Health, Clinical Research, Compounding, Clinical Trials, Policy, Healthcare Information..., Healthcare Management, Pharmacy Technicians, Informatics, Inpatient, Health Policy, Patient Education, Healthcare Consulting, Pharmacy Practice
Education
Eckerd College 1972 — 1979
BS, Biology
H.O.P.E. Academy 2011 — 2011
Certificate, Community Health Education Advocate
School District of Osceola County - August 2012 - Present
FL Pharmacy Today Journal February 2012 - Present
CE Presenter/Speaker/Facilitator July 2009 - Present
FL Advisory Council on Pharmacy Practice (ACPP) July 2008 - Present
FPA July 2008 - Present
Healthcare and Pharmacy Technician Textbook and CE Reviewer October 2007 - Present
Abbason and Associates March 2014 - March 2015
Black Men's Health and Wellness Expo January 2013 - June 2014
Abbason and Associates 2014 - 2014
American Pharmacists Association 2010 - August 2013
Skills
Healthcare and Textbook..., Pharmacy Education, Business Networking, National Speaker, Advisory Boards, Adult Education, Healthcare, Textbooks, Pharmacy, Extern Coordinator for..., Hiring Manager for..., Operations Manager for..., Curriculum Innovation, Pharmaceutical Industry, Published Author, Medication Therapy..., Accreditation, Strategic Planning, Leadership, Training, Managed Care, Patient Safety, Pharmaceutics, Pharmacy Automation, Pharmacists, Diabetes, Clinical Pharmacology, Pharmacology, Health Education, Medicaid, Teaching, Medicine, Pharmacokinetics, Public Speaking, HIPAA, Hospitals, Public Health, Clinical Research, Compounding, Clinical Trials, Policy, Healthcare Information..., Healthcare Management, Pharmacy Technicians, Informatics, Inpatient, Health Policy, Patient Education, Healthcare Consulting, Pharmacy Practice
Education
Eckerd College 1972 — 1979
BS, Biology
H.O.P.E. Academy 2011 — 2011
Certificate, Community Health Education Advocate
Patricia Sargent's FPA Experience 2010 - 2012
Job Financial Professional
Industry Financial Services
Experience
FPA 2010 - 2012
Education
Syracuse University - Martin J. Whitman School of Management
BS, Finance and Supply Chain Management
FPA 2010 - 2012
Education
Syracuse University - Martin J. Whitman School of Management
BS, Finance and Supply Chain Management
Frank Pettway's FPA Experience CEOFPA / FrankPettwayAssociates.January 2000 - Present
Job CEO at FrankPettwayAssociates
Industry Staffing and Recruiting
Experience
FPA CEOFPA / FrankPettwayAssociates.January 2000 - Present
Skills
Technical Recruiting, Full-cycle Recruiting, Legal Recruiting, New Business Development
Education
Columbia University in the City of New York
History, History
FPA CEOFPA / FrankPettwayAssociates.January 2000 - Present
Skills
Technical Recruiting, Full-cycle Recruiting, Legal Recruiting, New Business Development
Education
Columbia University in the City of New York
History, History
Duane Thompson, AIFA's FPA Experience 2005 - 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
Michael Consiglio's FPA Experience January 1978 - January 2006
Job
Industry Government Administration
Experience
Marotta & Associates May 2010 - Present
Village of Bensenville February 2009 - March 2010
American Pharmaceuticals Partners October 2008 - November 2008
Terlato Wine Group October 2007 - December 2007
JIM BEAM GLOBAL SPIRITS & WINE, INC July 2007 - August 2007
T/LUCENT TECHNOLOGIES November 1978 - October 2006
FP&A January 1978 - January 2006
Skills
Leadership, Analysis, Microsoft Office, Budgets, Process Improvement, Policy, Management, Financial Analysis, Training, Government, Fundraising, Nonprofits, Strategic Planning, Public Speaking, Program Management, Contract Negotiation, Strategy, Finance, Team Building
Education
Dominican University
MBA, Finance
Northwestern University
Bachelor of Science, Organizational Behavior
Northwestern University
b, Business Management
Marotta & Associates May 2010 - Present
Village of Bensenville February 2009 - March 2010
American Pharmaceuticals Partners October 2008 - November 2008
Terlato Wine Group October 2007 - December 2007
JIM BEAM GLOBAL SPIRITS & WINE, INC July 2007 - August 2007
T/LUCENT TECHNOLOGIES November 1978 - October 2006
FP&A January 1978 - January 2006
Skills
Leadership, Analysis, Microsoft Office, Budgets, Process Improvement, Policy, Management, Financial Analysis, Training, Government, Fundraising, Nonprofits, Strategic Planning, Public Speaking, Program Management, Contract Negotiation, Strategy, Finance, Team Building
Education
Dominican University
MBA, Finance
Northwestern University
Bachelor of Science, Organizational Behavior
Northwestern University
b, Business Management
Ellen Ayeri's FPA Experience January 2013 - April 2014
Job Graphic Designer/ Production Associate at EJ Caimen
Industry Design
Experience
EJ Caimen February 2015 - Present
Kennedy Communications September 2014 - October 2014
FPA January 2013 - April 2014
IPMS October 2008 - June 2011
GRANATO GROUP February 2008 - August 2008
FAMILY Magazine July 2007 - December 2007
Skills
Graphic Design, Illustrator, Logo Design, Photoshop, InDesign, After Effects, Dreamweaver, Microsoft Office, Brochures, CSS, iWeb, Garageband, Soundtrack Pro, Final Cut Pro, HTML5
Education
Full Sail University 2010 — 2012
Bachelor's degree, Graphic Design, Graduated
Full Sail University
Bachelor’s, Graphic Design
Bunker Hill Community College
Associate, Graphic Design
Ringling College of Art and Design
EJ Caimen February 2015 - Present
Kennedy Communications September 2014 - October 2014
FPA January 2013 - April 2014
IPMS October 2008 - June 2011
GRANATO GROUP February 2008 - August 2008
FAMILY Magazine July 2007 - December 2007
Skills
Graphic Design, Illustrator, Logo Design, Photoshop, InDesign, After Effects, Dreamweaver, Microsoft Office, Brochures, CSS, iWeb, Garageband, Soundtrack Pro, Final Cut Pro, HTML5
Education
Full Sail University 2010 — 2012
Bachelor's degree, Graphic Design, Graduated
Full Sail University
Bachelor’s, Graphic Design
Bunker Hill Community College
Associate, Graphic Design
Ringling College of Art and Design
Dan Granucci, CFP®'s FPA Experience 2011 - Present
Job Vice President, Senior Financial Consultant, Webster Investments
Industry Financial Services
Experience
FPA 2011 - Present
Webster Investments May 2006 - Present
FPA 2011 - 2014
Skills
Comprehensive Financial..., Asset Management, Strategic Financial..., Banking, Insurance, Investments, Retirement Planning, Mutual Funds, Portfolio Management, Finance, Securities, Investment Management, Life Insurance, Wealth Management
Education
Binghamton University - School of Management 2002 — 2006
Bachelor of Science in Business Management, Finance
FPA 2011 - Present
Webster Investments May 2006 - Present
FPA 2011 - 2014
Skills
Comprehensive Financial..., Asset Management, Strategic Financial..., Banking, Insurance, Investments, Retirement Planning, Mutual Funds, Portfolio Management, Finance, Securities, Investment Management, Life Insurance, Wealth Management
Education
Binghamton University - School of Management 2002 — 2006
Bachelor of Science in Business Management, Finance
BRANDE DAVIS-WINGET's FPA Experience 2011 - Present
Job Client Service Associate at FPA
Industry Investment Management
Experience
FPA 2011 - Present
Froley, Revy Investment Co. August 2003 - December 2008
Froley, Revy Investment Co. April 1998 - December 2008
Froley, Revy Investment Co. August 2001 - August 2003
Froley, Revy Investment Co. August 1999 - August 2001
Froley, Revy Investment Co. April 1998 - August 1999
Education
Pepperdine University 2008 — 2010
Masters, Business Administration
Colgate University 1993 — 1997
Bachelor of Arts, Economics
FPA 2011 - Present
Froley, Revy Investment Co. August 2003 - December 2008
Froley, Revy Investment Co. April 1998 - December 2008
Froley, Revy Investment Co. August 2001 - August 2003
Froley, Revy Investment Co. August 1999 - August 2001
Froley, Revy Investment Co. April 1998 - August 1999
Education
Pepperdine University 2008 — 2010
Masters, Business Administration
Colgate University 1993 — 1997
Bachelor of Arts, Economics
Anu Gulati's FPA Experience December 2009 - November 2012
Job MD at Family Medicine
Industry Medical Practice
Experience
Family Medicine December 2012 - Present
FPA December 2009 - November 2012
Rockdale Family Practice October 2006 - November 2009
Education
Michigan State University
MD, Family Medicine Residency Program
Family Medicine December 2012 - Present
FPA December 2009 - November 2012
Rockdale Family Practice October 2006 - November 2009
Education
Michigan State University
MD, Family Medicine Residency Program
Anita Schmidt's FPA Experience September 2007 - Present
Job CoOwner/Operater at KA Schmidt Farm
Industry Information Technology and Services
Experience
FPA September 2007 - Present
KA Schmidt Farm July 1984 - Present
FEMA June 2007 - October 2007
Kansas Soldiers Home January 2000 - May 2006
Skills
Fundraising, Small Business, Social Media, Customer Service, Research, Leadership, Management, Team Building, Time Management, Social Networking, Leadership Development, Social Media Marketing
Education
Fort Hays State University 2010 — 2015
Bachelors, General Studies in Computer Science
Dodge City Community College 1997 — 1999
Associate of Applied Science, Adminstrative Assistant
Dodge City Community College 1997 — 1999
Associate of Applied Science, Associate of Applied Science in Computer Information Systems
FPA September 2007 - Present
KA Schmidt Farm July 1984 - Present
FEMA June 2007 - October 2007
Kansas Soldiers Home January 2000 - May 2006
Skills
Fundraising, Small Business, Social Media, Customer Service, Research, Leadership, Management, Team Building, Time Management, Social Networking, Leadership Development, Social Media Marketing
Education
Fort Hays State University 2010 — 2015
Bachelors, General Studies in Computer Science
Dodge City Community College 1997 — 1999
Associate of Applied Science, Adminstrative Assistant
Dodge City Community College 1997 — 1999
Associate of Applied Science, Associate of Applied Science in Computer Information Systems
Jeff O'Leary's FPA Experience April 1995 - December 2000
Job broker at Morgan Financial
Industry Real Estate
Experience
Morgan Financial May 1992 - Present
FPA April 1995 - December 2000
MetLife May 1992 - April 1995
Skills
Creative Strategy, Financial Analysis, Money Management
Education
Rollins College - Crummer Graduate School of Business 1990 — 1992
Master of Business Administration (MBA), Financial Planning and Services
Florida State University 1983 — 1987
Bachelor's degree, Finance
Morgan Financial May 1992 - Present
FPA April 1995 - December 2000
MetLife May 1992 - April 1995
Skills
Creative Strategy, Financial Analysis, Money Management
Education
Rollins College - Crummer Graduate School of Business 1990 — 1992
Master of Business Administration (MBA), Financial Planning and Services
Florida State University 1983 — 1987
Bachelor's degree, Finance