The College for Financial Planning

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The College for Financial Planning Employees

Employee
Years
Job
Industry
Brett Sanborn Brett Sanborn Greater Denver Area Details
Brett Sanborn's The College for Financial Planning Experience June 2009 - July 2012
Job National Director of Corporate Sales at College for Financial Planning
Industry Education Management
Experience
College for Financial Planning  July 2012 - Present
The College for Financial Planning   June 2009 - July 2012
College for Financial Planning  June 2007 - June 2009
College for Financial Planning  January 2006 - June 2007
University of Phoenix  January 2005 - January 2006
College for Financial Planning  June 2000 - January 2005

Skills
Distance Learning, Adult Education, Higher Education, Public Speaking, Admissions, Coaching, Teaching, Enrollment Management, Retaining Customers, Strategic Planning, Staff Development, Training, Student Affairs, Leadership Development, Sales, Research, Marketing Strategy, Customer Service, Leadership, Customer Retention

Education
Western International University   2008 — 2010
MBA, Finance

Colorado Mesa University   1994 — 1999
BS, Biology

Charles Davis, CFP Charles Davis, CFP Canton, Ohio Area Details
Charles Davis, CFP's The College for Financial Planning Experience January 1985 - January 1989
Job THE RULE Wealth Management ,Your Partner in Money Decisions
Industry Investment Management
Experience
THE RULE Wealth Managenent LLC   January 2010 - Present
Gail Davis Agency, Inc   July 2006 - Present
Ameriprise Financial Services  January 1991 - January 2009
Financial Planning Assoc   November 1979 - June 1991
the College for Financial Planning   January 1985 - January 1989

Skills
Tax Reduction, Portfolio Management, Asset Management, Asset, Savings, Investments, Insurance, Financial Planning, Small Business, Securities, Estate Planning, Tax, Wealth Management, Analysis, Wealth, Planning, Budgeting, Strategic Planning, Retirement Planning, Management Consulting, Employee Benefits, Money, Research, Risk Management, Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Financial Advisory, Retirement Income..., Wealth Accumulation, Insurance Planning, Stocks, IRA Rollovers, Personal Finance, Annuities, Mutual Funds, Bonds, 401k, IRA's, Private Wealth..., Wealth Transfer, Charitable Giving, Wealth Preservation, ETFs, Charitable Giving..., Saving for Education, Fixed Annuities, Life Insurance, Financial Services

Education
College for Financial Planning   1980 — 1984
CFP, Financial Planning, Asset Management

Kent State University   1969 — 1978
Economics, math, business

Patrick Curnalia Patrick Curnalia Greater Denver Area Details
Patrick Curnalia's The College for Financial Planning Experience September 2012 - Present
Job Attorney at Curnalia Law, LLC
Industry Law Practice
Experience
Curnalia Law, LLC   March 2014 - Present
The College for Financial Planning   September 2012 - Present
Reid and Scheffel, P.C.   September 2013 - June 2014
Maynes, Bradford, Shipps & Sheftel, LLP   June 2013 - September 2013
Mallgren & Ferrell, P.C.   May 2011 - June 2013
City and County of Denver  October 2006 - November 2009

Skills
Estate Planning, Real Estate Transactions, Wills, Powers of Attorney, Probate, Trusts, Business Formation, Legal Writing, Estate Tax Planning, Mediation

Education
University of Denver - Sturm College of Law   2010 — 2011
Master of Laws (LL.M.), Taxation

University of Denver - Sturm College of Law   2008 — 2010
Doctor of Law (J.D.), Tax and Estate Planning

Central Michigan University   2004 — 2005
Master of Public Administration (MPA), Public Administration

Elisa George Elisa George Greater Denver Area Details
Elisa George's The College for Financial Planning Experience 2007 - 2011
Job Independent Mentor | Professional Development | Succession Planning | elisa@informedassessmentsolutions.com
Industry Management Consulting
Experience
Informed Assessment Solutions, Inc.   2012 - Present
Korn/Ferry International  2011 - 2012
The College for Financial Planning   2007 - 2011
CWH Management Solutions   2006 - 2007
Various Financial Institutions  1984 - 2005

Education
Colorado State University
Ph.D., Industrial-Organizational Psychology

George Mason University
M.S., Economics

University of Wyoming
M.A., Philosophy

Peggy Doviak Peggy Doviak Norman, Oklahoma Details
Peggy Doviak's The College for Financial Planning Experience September 2006 - Present
Job Owner at D.M. Wealth Management, Inc.
Industry Financial Services
Experience
The College for Financial Planning   September 2006 - Present
D.M. Wealth Management, Inc.   September 2003 - Present

Skills
Adult Education, Strategic Financial..., Public Speaking, Retirement Planning, Nonprofits, Investments, Estate Planning, Financial Advisory, Retirement, Mutual Funds, Strategic Planning, Distance Learning, College Teaching, Asset Allocation, Financial Planners, Investment Advisory, Training, Customer Service, Finance, Financial Planning, Wealth Management

Education
University of Oklahoma
Doctor of Philosophy (Ph.D.), Curriculum and Instruction

College for Financial Planning
MS, Financial Analysis

Michael Snowdon, CFP® Michael Snowdon, CFP® Denver, Colorado Details
Michael Snowdon, CFP®'s The College for Financial Planning Experience May 1998 - October 2011
Job Director of Education and Professionalism, Financial Planning Standards Board
Industry Financial Services
Experience
Financial Planning Standards Board Ltd.  November 2011 - Present
WealthRidge   May 2009 - November 2011
The College for Financial Planning   May 1998 - October 2011

Skills
Financial Planning, Public Speaking, Writing, Personal Finance, Investments, Retirement Planning, Asset Management, Cash Flow, Investment Advisory, Asset Allocation, Portfolio Management, Insurance, Budgeting, Coaching, Retirement, Insurance Planning, Equities, Mutual Funds, Wealth, Investment Strategies, Securities, Teaching, Wealth Management, Global Strategy, Educational Leadership, Curriculum Development, Training Delivery, Standards Development, ISO 17024, Training, Strategic Financial..., Financial Planners, Estate Planning, Leadership, Finance, Strategic Planning, Risk Management, Financial Education, 401k, Investment Management, IRAs, Pensions, Financial Advisory

Education
College for Financial Planning   1991 — 1993
CFP, financial planning

Cincinnati Christian University   1980 — 1982
MA, Pastoral Counseling

Ozark Christian College   1973 — 1975
BA, Education

Joshua Turman Joshua Turman Greater Denver Area Details
Joshua Turman's The College for Financial Planning Experience August 2008 - February 2012
Job Jr. Programmer Analyst at Advanced Circuits
Industry Computer Software
Experience
Advanced Circuits  February 2012 - Present
The College for Financial Planning   August 2008 - February 2012
The College for Financial Planning   August 2008 - February 2009
United States Marine Co   January 1994 - January 1998

Skills
jQuery, HTML, ASP.NET, JavaScript, SQL, C#, Web Applications, Windows, Crystal Reports, CSS, Programming, Databases, Business Strategy, MVC

Education
Metropolitan State College of Denver   1999 — 2005
Bachelor of Science Computer Science, Computer Science, Mathematics, Physics

Gail Frances, MPA Gail Frances, MPA United States Details
Gail Frances, MPA's The College for Financial Planning Experience 1988 - 1991
Job Consultant
Industry Writing and Editing
Experience
Gail Frances   January 2011 - Present
Neighbor Network   January 2013 - August 2015
ICOSA Magazine   2012 - 2014
Leading Edge Advisors   August 2011 - September 2013
Douglas County School District  January 2011 - November 2011
Wells Fargo Advisors, LLC  April 2001 - September 2010
Merrill Lynch  1999 - 2001
Merrill Lynch  1997 - 1999
Capital Group/American Funds  1991 - 1994
The College for Financial Planning   1988 - 1991

Skills
Public Speaking, Leadership, Social Networking, Public Relations, Project Planning, Editing, Community Outreach, Marketing Communications, Nonprofits, Grant Writing, Social Media Marketing, Event Planning, Public Policy, Social Media, Small Business, Newsletters, Fundraising, Creative Branding, Research, Investments, Strategic Financial..., Strategy, Contributing Writer, Marketing Strategy, New Business Development, Entrepreneurship, Strategic Planning, Advertising, Strategic Communications, Politics, OS X, Writing Skills, Political Affairs, Mac OS X, Microsoft Office, Financial Planning, Mutual Funds, Sales, Pension Administration, Speech Writing, Fundraising Campaign..., Grassroots Fundraising

Education
University of Colorado Denver   2003 — 2005
MPA, Graduate School of Public Affairs

University of Denver   2001 — 2002
Technical Writing

North Harris College   1995 — 1996
Graphic Design

Metropolitan State University of Denver
B.A., Biology/Art

Arapahoe Community College

California State University-Long Beach

Golden West College

Long Beach City College
A.A., Biology

Los Angeles Valley College

Erin (West) Borders Erin (West) Borders Greater St. Louis Area Details
Erin (West) Borders's The College for Financial Planning Experience March 2003 - March 2006
Job Executive Assistant at Enterprise Bank & Trust
Industry Banking
Experience
Enterprise Bank & Trust  August 2014 - Present
Second Street Media   May 2012 - August 2014
Fetter Logic, Inc.   February 2010 - February 2012
Intermap Technologies  July 2007 - December 2008
Fastaff  April 2006 - June 2007
The College for Financial Planning   March 2003 - March 2006
Burst Communications  September 1997 - December 2003

Skills
Risk Management..., Prospecting / Planning..., Industry Research, Sales / Marketing, Microsoft Office, Salesforce, PowerPoint, Salesforce.com, Customer Service

Education
Colorado State University

Heidi Van Anderson - MBA, ITIL Heidi Van Anderson - MBA, ITIL Greater Denver Area Details
Heidi Van Anderson - MBA, ITIL's The College for Financial Planning Experience July 2011 - October 2012
Job Project Manager at Lewan Technology
Industry Information Technology and Services
Experience
Lewan Technology  April 2015 - Present
Lewan Technology  August 2014 - March 2015
College for Financial Planning  July 2013 - August 2014
College for Financial Planning  October 2012 - July 2013
The College for Financial Planning   July 2011 - October 2012
College for Financial Planning  March 2010 - July 2011

Skills
Customer Service, Leadership, Staff Development, Leadership Development, Sales Support, Enrollment Management, Higher Education, Admissions, Microsoft Office, Sales, Adult Education, Student Counseling, Sales Operations, High Level Of Accuracy, Management, Database Administration, Distance Learning, Training, Customer Retention, Operational Efficiency, Marketing, Collaborative Problem..., Staff Training, Project Management, Strategy, Team Building

Education
University of Phoenix   2013 — 2014
Graduate Project Management Certificate, Project Management, 3.7

University of Phoenix   2011 — 2012
MBA, 3.64

Westwood College of Technology   2006 — 2008
Bachelor of Business Administration (B.B.A.), Emphasis in Fashion Merchandising, 3.82

ITIL
ITIL Foundations

David Mannaioni, CFP(R) David Mannaioni, CFP(R) Greater Denver Area Details
David Mannaioni, CFP(R)'s The College for Financial Planning Experience June 2014 - Present
Job Associate Professor at The College for Financial Planning
Industry Insurance
Experience
The College for Financial Planning   June 2014 - Present
Colonial Life  June 2011 - June 2014
CareMatchAmerica   July 2010 - December 2011
Financial Planner  June 2006 - July 2010
Farmers Insurance  August 2005 - May 2006
State Farm Insurance  November 2000 - September 2003

Skills
Retirement Planning, Strategic Financial..., Life Insurance, Insurance, Term Life Insurance, Long-term Care, Disability Insurance, Health Insurance, Training, Leadership, Sales, Retirement, Employee Benefits, Small Business, Fixed Annuities, Recruiting, Management, Team Building, 401k, Sales Management, Accident, Brokers, Whole Life, Critical Illness, Series 6, Teaching, Health Savings Accounts, Property & Casualty..., Financial Planners, Long Term Care Insurance, Coaching, Investments, Financial Services, Workers Compensation, IRAs, Universal Life, Estate Planning, Group Insurance, Cold Calling, Underwriting, Medicare, Commercial Insurance, Professional Liability, Benefits Administration, Umbrella Insurance, Liability, Public Speaking

Education
Illinois State University   1981 — 1983
B.S., Organizational Leadership

Ottawa University   1979 — 1981

LaKenya Taylor, MBA LaKenya Taylor, MBA Greater Denver Area Details
LaKenya Taylor, MBA's The College for Financial Planning Experience June 2011 - August 2014
Job Accounting Supervisor, College for Financial Planning
Industry Education Management
Experience
College for Financial Planning  August 2014 - Present
The College for Financial Planning   June 2011 - August 2014
The College for Financial Planning   July 2007 - May 2011

Skills
Strategic Planning, Accounting, Public Speaking, Forecasting, Strategic Financial..., Financial Analysis, Auditing, General Ledger, Finance, Investments, Financial Reporting, Microsoft Office, Microsoft Excel, Financial Accounting, Leadership, Accounts Payable, Account Reconciliation, Business Analysis, Accounts Receivable, Customer Service, Balance, Bookkeeping

Education
University of Phoenix   2011 — 2013
Masters, MBA

University of Phoenix   2008 — 2010
Bachelors, accounting

Kristen Harrington Kristen Harrington Greater Denver Area Details
Kristen Harrington's The College for Financial Planning Experience April 2000 - February 2008
Job Agile Product Owner and IT Professional
Industry Computer Software
Experience
CenturyLink  February 2013 - September 2015
The Breakaway Group  March 2012 - December 2012
Rivet Software  February 2011 - March 2012
DaVita  August 2010 - October 2010
Knowledge Factor  May 2009 - August 2010
Colorado State University - Global Campus  April 2008 - February 2009
The College for Financial Planning   April 2000 - February 2008

Skills
Instructional Design, Business Analysis, HTML, SQL, Process Improvement, Healthstream, Learning Management, Learning Technology, E-Learning, Mobile Learning, Joomla, Learning Management..., Instructor-led Training, Troubleshooting, Training, Agile Methodologies, Integration, Databases, Quality Assurance, Testing, Analysis, User Interface Design, User Acceptance Testing

Education
University of Phoenix
Master, Business Administration

University of Phoenix
Bachelor of Science, Information Technology