FPA - Financial Planning Association
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 - Financial Planning Association List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FPA - Financial Planning Association. You can filter them based on skills, years of employment, job, education, department, and prior employment.
FPA - Financial Planning Association Salaries. You can even request information on how much does FPA - Financial Planning Association pay if you want to. Learn about salaries, pros and cons of working for FPA - Financial Planning Association directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
10 FPA - Financial Planning Association employees in database. Find out everything there's to know about FPA - Financial Planning Association employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
FPA - Financial Planning Association Employees
Convercent October 2014 - Present
Bross Group April 2012 - October 2014
FPA - Financial Planning Association April 2007 - April 2012
Longs Drugs October 2001 - April 2007
Skills
Servers, ITIL, Microsoft Exchange, Disaster Recovery, Project Management, SQL, VMware, Active Directory, Cisco Technologies, TCP/IP, Troubleshooting, Microsoft SQL Server, Firewalls, Security, Operating Systems, Citrix, Switches, IIS, SAN, Hardware, Routers, Help Desk Support, Backup Exec, Infrastructure, Juniper, Antivirus, Databases, Load Balancing, DNS, IT Management, VMware Infrastructure, IT Service Management, Network Security, Integration, DHCP, VPN, System Deployment, Virtualization, VMware ESX, Windows Server, System Administration, Enterprise Software, Process Improvement, WAN, Technical Support, Networking, Storage Area Networks, Storage, Windows, vSphere
Education
Intellitec College-Colorado Springs 1999 — 2001
Associate's degree, Microcomputer Software Development & Network Technician
Bross Group April 2013 - June 2015
FPA - Financial Planning Association August 2012 - April 2013
Sports Authority June 2011 - August 2012
The Creative Group February 2011 - December 2011
Sierra Office Solutions, a Xerox Company 2009 - 2010
The Glenn Group May 2006 - June 2008
Skills
Web Services, Online Marketing, SharePoint..., WordPress, HTML, Social Media, Social Media Marketing, Marketing, Advertising, Marketing Strategy, Marketing Communications, Email Marketing, Project Management, Strategic Planning, Microsoft Office, Google Analytics, Facebook, Twitter, YouTube, HootSuite, Basecamp, JIRA, Photoshop, Copywriting, Newsletters, SharePoint
Education
University of Nevada-Reno 2000 — 2006
Bachelor of Science in Business Administration, Marketing
Northwestern Mutual January 2014 - Present
FPA - Financial Planning Association November 2011 - December 2013
Bose Corporation April 2002 - December 2008
Bose Corporation September 1989 - June 1997
Skills
Financial Planning, Financial Analysis, Financial Control, Forecasting, Accounting, Analysis, Risk Management, Finance, Process Improvement, Cost Accounting, Business Planning, Due Diligence, Business Analysis, Business Strategy, Strategic Financial..., Managerial Finance, Financial Audits, Wealth Management, Investments
Education
Boston University 2011 — 2013
Certificate, Financial Planning
Massachusetts Institute of Technology
Master of Business Administration (MBA)
University of Pennsylvania
BS, Mechanical Engineering
Jon Hokama & Associates, LLC 2004 - Present
Crankset Group 2010 - Present
Kaplan University 2007 - Present
FPA - Financial Planning Association January 2014 - Present
STAR Denver 2015 - Present
American Business Advisors 2015 - 2015
American Business Advisors 2015 - 2015
Good Neighbor Garage 2010 - 2014
FPA - Financial Planning Association 2012 - December 2013
TiE 2012 - 2013
Skills
Executive Development, Strategy Facilitation, Financial Planning, Sales, Marketing, Fundraising, Strategic Financial..., Leadership Development, Strategy, Strategic Planning, Program Management, Financial Analysis, Executive Coaching, Team Building, Coaching, Public Speaking, Non-profits, Market Research, Leadership, Business Strategy, Forecasting, Competitive Analysis, Analysis, Team Management, Management, Staff Development, Organizational..., Training, Entrepreneurship, Small Business, Sales Operations, Finance, Management Consulting, Cross-functional Team..., Sales Management, Time Management, Start-ups, Enterprise Software, Nonprofits, Business Planning, Executive Management, Business Development, Change Management, Consulting, Contract Negotiation, Team Leadership, Networking, Strategic Partnerships, Marketing Strategy, Project Management
Education
University of Colorado at Boulder
M.A.
Denver Seminary
Master of Divinity (M.Div.)
UCLA
Bachelor of Arts (B.A.)
Big Brothers Big Sisters of Massachusetts Bay March 2015 - Present
Realty Capital Securities January 2011 - February 2015
Theraplant 2015 - 2015
CAIA Association August 2014 - September 2014
Arrowpoint Partners 2014 - 2014
FPA - Financial Planning Association 2012 - 2014
AXA Distributors September 1999 - January 2011
Fidelity Investments January 1995 - September 1999
Skills
Alternative Investments, Series 63, Series 7, Investments, Separately Managed..., Retirement Planning, Mutual Funds, Series 24, Series 6, Financial Advisory, Private Equity, 401k, Asset Allocation, Variable Annuities, Fixed Annuities, Asset Management, IRAs, Retirement, Real Estate, Insurance, Fixed Income, Real Estate Development, ETFs, Investment Strategies, Asset Managment, Asset Protection, Risk Assessment, Multi Family Properties, Tax Accounting, Business Development, Landlord-Tenant, 1031 Exchanges, Options Strategies, Index Funds, Real Estate License, Investment Advisory, Wealth Management..., Life Insurance, Equities, Oil/Gas
Education
Boston College - Carroll School of Management 1990 — 1994
BS, General Management
Babson College 1997 — 1999
FW Olin Graduate School
Tabor Academy 1986 — 1990
FPA - Financial Planning Association 2013 - Present
Skills
Microsoft Office, Financial Analysis
Education
Syracuse University 1960 — 1964
Master of Science (MS), Electrical and Electronics Engineering
University of Rochester 1952 — 1956
Bachelor of Science (BS), Physics
Spectrum Pharmaceuticals September 2012 - Present
Allos Therapeutics, Inc. April 2007 - September 2012
FPA - Financial Planning Association April 2006 - April 2007
American Association for Cancer Research April 2000 - April 2006
Goodman Fielder 1997 - 2000
Skills
Vendor Management, Quality Assurance, Project Management, FDA, SDLC, Strategic Planning, Team Building, Program Management, Cross-functional Team..., Leadership, Biotechnology, Management, Training, CRM, Software Documentation, Process Improvement, Six Sigma, Business Intelligence, Information Technology
Education
Ohio University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Computer Systems in Business
Ameriprise Financial July 1997 - Present
FPA - Financial Planning Association 2008 - 2013
Education
University of Kansas 1987 — 1991
BS, Business Administration
Leadership Lawrence!
PlanVest July 2014 - Present
First National Wealth Management April 2008 - June 2014
FPA - Financial Planning Association 2011 - 2014
Edward Jones April 2004 - April 2008
Washington County Bank January 2003 - April 2004
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Business Development, Wealth, Finance, Income Protection, Income Tax, Life Transitions, Retirement Planning, Investment Advisory..., Asset Management, Certified Financial..., Investment Management
Education
College for Financial Planning 2009 — 2012
CFP, Certified Financial Planner
Cannon Financial Institute 2010 — 2010
CWS, Certified Wealth Strategist
College for Financial Planning 2009 — 2009
AAMS, Accredited Asset Management Specialist
Northwestern College 1998 — 2002
BA, Business Administration
Blair High