The Planning Group
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The Planning Group Employees
Employee
Years
Job
Industry
Roya Etessami Roya Etessami's The Planning Group Experience September 1985 - March 1989
Job Multilingual Interpreter/Translator at Selfemployed
Industry Translation and Localization
Experience
Self-employed September 2010 - Present
The Planning Group September 1985 - March 1989
Skills
Proofreading, Editing, English, Localization, Translation, Spanish, International Relations, French
Education
London School of Economics and Political Science 1982 — 1983
Master of Science (MS), Urban and Regional Planning
Iranzamin
Iranzamin
Iranzamin
Self-employed September 2010 - Present
The Planning Group September 1985 - March 1989
Skills
Proofreading, Editing, English, Localization, Translation, Spanish, International Relations, French
Education
London School of Economics and Political Science 1982 — 1983
Master of Science (MS), Urban and Regional Planning
Iranzamin
Iranzamin
Iranzamin
Crystal Harris, RHU, REBC, CLU Crystal Harris, RHU, REBC, CLU's The Planning Group Experience May 2001 - May 2006
Job Life & Financial Planning Agency Manager at BB&T
Industry Insurance
Experience
BB&T May 2006 - Present
The Planning Group May 2001 - May 2006
Belk 1997 - 1999
Skills
Long-term Care, Insurance, Employee Benefits, Disability Insurance, Health Insurance, Leadership, Organizational..., Sales&Marketing, Banking, Medicare, Wealth Management, Life Insurance, Credit
Education
Liberty University 2011 — 2012
Master of Arts (MA), Business: Management and Leadership
Mount Olive College
Bachelor of Science, Business: Management & Organizational Development
Wilson Technical Community College
Associate of Science, Business Administration
Wilson Christian Academy 1994 — 1997
BB&T May 2006 - Present
The Planning Group May 2001 - May 2006
Belk 1997 - 1999
Skills
Long-term Care, Insurance, Employee Benefits, Disability Insurance, Health Insurance, Leadership, Organizational..., Sales&Marketing, Banking, Medicare, Wealth Management, Life Insurance, Credit
Education
Liberty University 2011 — 2012
Master of Arts (MA), Business: Management and Leadership
Mount Olive College
Bachelor of Science, Business: Management & Organizational Development
Wilson Technical Community College
Associate of Science, Business Administration
Wilson Christian Academy 1994 — 1997
Jennifer Crouse's The Planning Group Experience 2003 - 2006
Job Owner
Industry Marketing and Advertising
Experience
Stratosphere Business Solutions December 2010 - Present
Activ8 NASCAR Communications February 2008 - December 2010
Supercuts Racing/ Dempsey Racing January 2007 - February 2009
FitzBradshaw Racing January 2006 - February 2008
The Planning Group 2003 - 2006
Skills
Sponsorship, Marketing, Motorsports, Racing, New Business Development, Advertising, Sports Marketing, Social Media Marketing, Public Relations, Marketing Communications, Event Management, Social Media, Media Relations, Integrated Marketing, Event Planning, Customer Service, B2B, Real Estate, Marketing Management, Product Marketing, Administrative..., Logistics Management, Real Estate Marketing
Education
Troy State University 1992 — 1996
Marketing
Stratosphere Business Solutions December 2010 - Present
Activ8 NASCAR Communications February 2008 - December 2010
Supercuts Racing/ Dempsey Racing January 2007 - February 2009
FitzBradshaw Racing January 2006 - February 2008
The Planning Group 2003 - 2006
Skills
Sponsorship, Marketing, Motorsports, Racing, New Business Development, Advertising, Sports Marketing, Social Media Marketing, Public Relations, Marketing Communications, Event Management, Social Media, Media Relations, Integrated Marketing, Event Planning, Customer Service, B2B, Real Estate, Marketing Management, Product Marketing, Administrative..., Logistics Management, Real Estate Marketing
Education
Troy State University 1992 — 1996
Marketing
Greg DeYoung Greg DeYoung's The Planning Group Experience June 1983 - May 1985
Job Vice President of Entitlement at Westervelt Ecological Services
Industry Environmental Services
Experience
Westervelt Ecological Services May 2006 - Present
Wildlands, Inc. September 1995 - December 2005
Planning Concepts June 1985 - June 1995
The Planning Group June 1983 - May 1985
Skills
Environmental Awareness, NEPA, Mitigation, Wetlands, Environmental Consulting, Environmental Permitting, Environmental Policy, Ecological Restoration, Wildlife, Ecology, Environmental Science, Conservation Issues, Urban Planning, Restoration, CEQA, Habitat Restoration, Stream Restoration, CWA, Natural Resources, Wildlife Biology, Environmental Issues, ESA, Land Use, Endangered Species, Mitigation Banking, Natural Resource..., Environmental Impact..., Wildlife Management, Land Use Planning, Soil, Watershed Management, Ecosystem Services, Water Quality, Environmental Planning, Endangered Species Act, Environmental Compliance, Botany, Land Management, Water Resources, Environmental Services, Wetland Restoration, Land Conservation, Restoration Ecology, Conservation Easements, Conservation Biology, Landscape Ecology, Municipalities, Birds, Sustainability, Entitlements
Education
University of California, Santa Barbara 1975 — 1979
BA, Environmental Biology
California State Polytechnic University-Pomona 1980 — 1982
MUP, City and Regional Planning
Westervelt Ecological Services May 2006 - Present
Wildlands, Inc. September 1995 - December 2005
Planning Concepts June 1985 - June 1995
The Planning Group June 1983 - May 1985
Skills
Environmental Awareness, NEPA, Mitigation, Wetlands, Environmental Consulting, Environmental Permitting, Environmental Policy, Ecological Restoration, Wildlife, Ecology, Environmental Science, Conservation Issues, Urban Planning, Restoration, CEQA, Habitat Restoration, Stream Restoration, CWA, Natural Resources, Wildlife Biology, Environmental Issues, ESA, Land Use, Endangered Species, Mitigation Banking, Natural Resource..., Environmental Impact..., Wildlife Management, Land Use Planning, Soil, Watershed Management, Ecosystem Services, Water Quality, Environmental Planning, Endangered Species Act, Environmental Compliance, Botany, Land Management, Water Resources, Environmental Services, Wetland Restoration, Land Conservation, Restoration Ecology, Conservation Easements, Conservation Biology, Landscape Ecology, Municipalities, Birds, Sustainability, Entitlements
Education
University of California, Santa Barbara 1975 — 1979
BA, Environmental Biology
California State Polytechnic University-Pomona 1980 — 1982
MUP, City and Regional Planning
Dani Barron Dani Barron's The Planning Group Experience February 2007 - Present
Job Financial Advisor at The Planning Group, Inc.
Industry Financial Services
Experience
The Planning Group February 2007 - Present
Kendall College March 2004 - January 2007
Niku 2000 - 2004
Cendant 2002 - 2003
Proamics 1998 - 2000
Education
University of South Africa/Universiteit van Suid-Afrika
BComm
University of the Witwatersrand
The Planning Group February 2007 - Present
Kendall College March 2004 - January 2007
Niku 2000 - 2004
Cendant 2002 - 2003
Proamics 1998 - 2000
Education
University of South Africa/Universiteit van Suid-Afrika
BComm
University of the Witwatersrand
Leslie Ann Linzer Leslie Ann Linzer's The Planning Group Experience January 1981 - January 1982
Job Design Professional
Industry Design
Experience
Interior Design January 2014 - Present
Freelance September 2012 - October 2013
Water Works of Boca, Inc January 1993 - January 2009
Freelance March 2003 - December 2004
Wild Child, Inc January 1995 - January 1997
Designs by Les January 1984 - January 1987
Betty Levine Interiors January 1982 - January 1984
The Planning Group January 1981 - January 1982
The Treasure Chest May 1976 - August 1978
Skills
Wholesale, Floor Plans, Rendering, Interior Design, Space planning, Sketching, Hand Drafting, Window Treatments, Microsoft Office, Finish Selections, Photoshop, Elevations, FF&E, Advertising, Furniture, Space Planning, Renovation, Photography, Textiles, Layout, Interior Architecture
Education
Art Institute of Fort Lauderdale
Associate, Interior Design
Art Institute of Fort Lauderdale
Associate Degree, Interior Design
Interior Design January 2014 - Present
Freelance September 2012 - October 2013
Water Works of Boca, Inc January 1993 - January 2009
Freelance March 2003 - December 2004
Wild Child, Inc January 1995 - January 1997
Designs by Les January 1984 - January 1987
Betty Levine Interiors January 1982 - January 1984
The Planning Group January 1981 - January 1982
The Treasure Chest May 1976 - August 1978
Skills
Wholesale, Floor Plans, Rendering, Interior Design, Space planning, Sketching, Hand Drafting, Window Treatments, Microsoft Office, Finish Selections, Photoshop, Elevations, FF&E, Advertising, Furniture, Space Planning, Renovation, Photography, Textiles, Layout, Interior Architecture
Education
Art Institute of Fort Lauderdale
Associate, Interior Design
Art Institute of Fort Lauderdale
Associate Degree, Interior Design
Sarah Press Sarah Press's The Planning Group Experience July 2007 - July 2008
Job Support/ Back up event planner for CE&O Corporate Events & DMPS
Industry Oil & Energy
Experience
Melaleuca:The Wellness Company November 2014 - Present
CE&O Corporate Events February 2013 - Present
DM Premier Services February 2013 - Present
Alliance Engineering February 2012 - August 2012
US Pipeline, Inc. July 2007 - November 2011
The Planning Group July 2007 - July 2008
The UPS Store 1969 February 2002 - June 2007
Skills
Accruals, Auditing, Budgets, Construction, Construction Management, Contract Management, Customer Service, Energy, Event Planning, Financial Analysis, Financial Reporting, Gas, Inspection, Invoicing, Journal Entries, Management, Mas 90, Microsoft Excel, Microsoft Office, Microsoft Word, Oil/Gas, Outlook, Payroll, Petroleum, Process Scheduler, Procurement, Project Management, Project Planning, Supervisory Skills
Education
University of Houston-Downtown 2008 — 2011
Bachelor of Business Administration, Finance
Houston Community College 1998 — 2001
Associates Degree, Business Administration
Melaleuca:The Wellness Company November 2014 - Present
CE&O Corporate Events February 2013 - Present
DM Premier Services February 2013 - Present
Alliance Engineering February 2012 - August 2012
US Pipeline, Inc. July 2007 - November 2011
The Planning Group July 2007 - July 2008
The UPS Store 1969 February 2002 - June 2007
Skills
Accruals, Auditing, Budgets, Construction, Construction Management, Contract Management, Customer Service, Energy, Event Planning, Financial Analysis, Financial Reporting, Gas, Inspection, Invoicing, Journal Entries, Management, Mas 90, Microsoft Excel, Microsoft Office, Microsoft Word, Oil/Gas, Outlook, Payroll, Petroleum, Process Scheduler, Procurement, Project Management, Project Planning, Supervisory Skills
Education
University of Houston-Downtown 2008 — 2011
Bachelor of Business Administration, Finance
Houston Community College 1998 — 2001
Associates Degree, Business Administration
Ryan Jennings, CAIA Ryan Jennings, CAIA's The Planning Group Experience June 2009 - June 2012
Job Portfolio Manager at CONCERT Wealth Management, Inc.
Industry Financial Services
Experience
CONCERT Wealth Management, Inc. June 2012 - Present
The Planning Group June 2009 - June 2012
Wachovia, A Wells Fargo Company March 2009 - May 2009
Thrivent Financial for Lutherans May 2007 - August 2007
BestMark, Inc. May 2005 - August 2005
Skills
Tactical Asset..., Alternative Investments, Portfolio Management, Managed Futures, Equities, Investments, Hedge Funds, Fixed Income, Financial Planning, Private Debt, Trend Following, Investment Modeling, Analytics
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science, Finance
Wayzata High School 2001 — 2005
Business Focus
CONCERT Wealth Management, Inc. June 2012 - Present
The Planning Group June 2009 - June 2012
Wachovia, A Wells Fargo Company March 2009 - May 2009
Thrivent Financial for Lutherans May 2007 - August 2007
BestMark, Inc. May 2005 - August 2005
Skills
Tactical Asset..., Alternative Investments, Portfolio Management, Managed Futures, Equities, Investments, Hedge Funds, Fixed Income, Financial Planning, Private Debt, Trend Following, Investment Modeling, Analytics
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science, Finance
Wayzata High School 2001 — 2005
Business Focus
Katie Greer Katie Greer's The Planning Group Experience September 2006 - December 2006
Job Project Manager
Industry Events Services
Experience
North Shore-LIJ Health System - Lenox Hill Hospital June 2014 - Present
N/A Independent Contractor September 2013 - June 2014
Universal Meeting Management, Inc June 2008 - September 2013
Universal Meeting Management, Inc July 2007 - May 2008
Pergo December 2006 - February 2007
The Planning Group September 2006 - December 2006
Skills
Meeting Planning, Corporate Events, Event Management, Event Planning, Trade Shows, Public Relations, Project Management, Marketing, Social Media, Social Media Marketing, Project Planning, Marketing Communications, Customer Service, Fundraising, Marketing Strategy
Education
University of North Carolina at Chapel Hill 2004 — 2008
Journalism and Mass Communication, Advertising
University of Wollongong 2007 — 2007
Study Abroad
North Shore-LIJ Health System - Lenox Hill Hospital June 2014 - Present
N/A Independent Contractor September 2013 - June 2014
Universal Meeting Management, Inc June 2008 - September 2013
Universal Meeting Management, Inc July 2007 - May 2008
Pergo December 2006 - February 2007
The Planning Group September 2006 - December 2006
Skills
Meeting Planning, Corporate Events, Event Management, Event Planning, Trade Shows, Public Relations, Project Management, Marketing, Social Media, Social Media Marketing, Project Planning, Marketing Communications, Customer Service, Fundraising, Marketing Strategy
Education
University of North Carolina at Chapel Hill 2004 — 2008
Journalism and Mass Communication, Advertising
University of Wollongong 2007 — 2007
Study Abroad
Whitney St. Pierre Whitney St. Pierre's The Planning Group Experience May 2001 - September 2003
Job Director of Marketing at Extension Healthcare
Industry Hospital & Health Care
Experience
Extension Healthcare May 2009 - Present
ProSys Information Systems March 2004 - December 2008
XO Communications September 2003 - March 2004
The Planning Group May 2001 - September 2003
Skills
Public Relations, Marketing Communications, Marketing Strategy, Internal Communications, Budgeting, Copywriting, Event Planning, Event Management, Fundraising, Microsoft Office, Online Marketing, Social Media, Newsletters, Social Networking, Organizing, Planning, Strategic Planning, Teamwork, Team Management, Team Leadership, Wordpress, Web, Writing, Word, Project Planning, Budgets, Business Development, Lead Generation, Marketing, Sales, Leadership, Team Building, Management
Education
Auburn University 1997 — 2001
Bachelor of Science in Business Administration (BSBA), Marketing
Extension Healthcare May 2009 - Present
ProSys Information Systems March 2004 - December 2008
XO Communications September 2003 - March 2004
The Planning Group May 2001 - September 2003
Skills
Public Relations, Marketing Communications, Marketing Strategy, Internal Communications, Budgeting, Copywriting, Event Planning, Event Management, Fundraising, Microsoft Office, Online Marketing, Social Media, Newsletters, Social Networking, Organizing, Planning, Strategic Planning, Teamwork, Team Management, Team Leadership, Wordpress, Web, Writing, Word, Project Planning, Budgets, Business Development, Lead Generation, Marketing, Sales, Leadership, Team Building, Management
Education
Auburn University 1997 — 2001
Bachelor of Science in Business Administration (BSBA), Marketing
Dick Platkin's The Planning Group Experience January 1982 - January 1984
Job Adjunct Instructor at University of Southern California
Industry Architecture & Planning
Experience
University of Southern California 2011 - Present
Tierra Concepts, Inc August 2007 - Present
Los Angeles Department of City Planning January 1999 - January 2007
City of Los Angeles 1987 - 2007
North Valley Unit January 2001 - January 2003
Los Angeles Department of City Planning January 1987 - January 1999
Senior Planner January 1984 - January 1987
The Planning Group January 1982 - January 1984
South Central Economic Research and Development Associates January 1977 - January 1981
Volunteers in Service to America January 1969 - January 1970
Skills
Urban Planning, Policy Analysis, Public Speaking, Research, Project Management, Budgets, Legal Writing, Land Use
Education
Ben-Gurion University of the Negev
CONTINUING EDUCATION University of California
M.A. and C. Phil, Sociology
University of Michigan
University of Washington
Masters, City Planning
University of Southern California 2011 - Present
Tierra Concepts, Inc August 2007 - Present
Los Angeles Department of City Planning January 1999 - January 2007
City of Los Angeles 1987 - 2007
North Valley Unit January 2001 - January 2003
Los Angeles Department of City Planning January 1987 - January 1999
Senior Planner January 1984 - January 1987
The Planning Group January 1982 - January 1984
South Central Economic Research and Development Associates January 1977 - January 1981
Volunteers in Service to America January 1969 - January 1970
Skills
Urban Planning, Policy Analysis, Public Speaking, Research, Project Management, Budgets, Legal Writing, Land Use
Education
Ben-Gurion University of the Negev
CONTINUING EDUCATION University of California
M.A. and C. Phil, Sociology
University of Michigan
University of Washington
Masters, City Planning
Amanda Spencer, MBA, LNHA's The Planning Group Experience January 2008 - February 2009
Job Brookdale Senior Living
Industry Hospital & Health Care
Experience
Brookdale Senior Living May 2010 - Present
Woodcrest at the Blakeford August 2009 - February 2010
ICON Clinical Research April 2008 - August 2009
The Planning Group January 2008 - February 2009
Cornerstone America May 2005 - January 2007
Education
Lipscomb University 2009 — 2010
Master of Business Administration, Healthcare Management
Middle Tennessee State University 2001 — 2005
Bachelor of Business Administration, Business Administration
Brookdale Senior Living May 2010 - Present
Woodcrest at the Blakeford August 2009 - February 2010
ICON Clinical Research April 2008 - August 2009
The Planning Group January 2008 - February 2009
Cornerstone America May 2005 - January 2007
Education
Lipscomb University 2009 — 2010
Master of Business Administration, Healthcare Management
Middle Tennessee State University 2001 — 2005
Bachelor of Business Administration, Business Administration
Rick Tsoumas's The Planning Group Experience January 1999 - Present
Job President, The Planning Group
Industry Financial Services
Experience
W. K. Kellogg Foundation 2010 - Present
The Planning Group January 1999 - Present
Kellogg Company 1993 - 1998
Price Waterhouse July 1980 - June 1993
Skills
Retirement Planning, Wealth Management, Investment Advisory, Series 7, Strategic Financial..., Investments, Retirement, Securities, Estate Planning, Mutual Funds, Series 63, 401k, Asset Managment, Asset Allocation, Alternative Investments, Insurance, FINRA, Risk Management, Financial Analysis, Financial Services, Asset Management, Portfolio Management
Education
Miami University 1976 — 1980
BS, Accounting and Finance, Accounting and Finance
Loyola Academy 1972 — 1976
W. K. Kellogg Foundation 2010 - Present
The Planning Group January 1999 - Present
Kellogg Company 1993 - 1998
Price Waterhouse July 1980 - June 1993
Skills
Retirement Planning, Wealth Management, Investment Advisory, Series 7, Strategic Financial..., Investments, Retirement, Securities, Estate Planning, Mutual Funds, Series 63, 401k, Asset Managment, Asset Allocation, Alternative Investments, Insurance, FINRA, Risk Management, Financial Analysis, Financial Services, Asset Management, Portfolio Management
Education
Miami University 1976 — 1980
BS, Accounting and Finance, Accounting and Finance
Loyola Academy 1972 — 1976
Jonathan Sacks's The Planning Group Experience July 2009 - November 2013
Job Pension Plan Designer at American National Insurance
Industry Insurance
Experience
American National Insurance December 2014 - Present
AutoNation November 2013 - December 2014
The Planning Group July 2009 - November 2013
AIG American General February 2008 - June 2009
AMERICAN NATIONAL INSURANCE COMPANY February 2006 - February 2008
AIM INVESTMENTS, INC January 2003 - November 2005
AIM INVESTMENTS, INC January 2001 - January 2003
AIM INVESTMENTS, INC January 2000 - January 2001
Skills
Insurance, Sales, Securities, Marketing, Customer Service, Microsoft Office, Business Planning, Workshop Facilitation, Proposal Writing, Selling Skills, Windows, 401k, Series 6, Investments, Retirement, IRAs, Training, Retirement Planning, Salesforce.com, Sales Operations, Sales Process, Defined Benefit, Start-ups, Employee Benefits, Series 63
Education
Sam Houston State University 1991 — 1997
Bachelor of Business Administration, Management
Sam Houston State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
American National Insurance December 2014 - Present
AutoNation November 2013 - December 2014
The Planning Group July 2009 - November 2013
AIG American General February 2008 - June 2009
AMERICAN NATIONAL INSURANCE COMPANY February 2006 - February 2008
AIM INVESTMENTS, INC January 2003 - November 2005
AIM INVESTMENTS, INC January 2001 - January 2003
AIM INVESTMENTS, INC January 2000 - January 2001
Skills
Insurance, Sales, Securities, Marketing, Customer Service, Microsoft Office, Business Planning, Workshop Facilitation, Proposal Writing, Selling Skills, Windows, 401k, Series 6, Investments, Retirement, IRAs, Training, Retirement Planning, Salesforce.com, Sales Operations, Sales Process, Defined Benefit, Start-ups, Employee Benefits, Series 63
Education
Sam Houston State University 1991 — 1997
Bachelor of Business Administration, Management
Sam Houston State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Darryl Bruemmer's The Planning Group Experience September 1979 - February 1988
Job Marketing at Insurance Designers of Dallas
Industry Insurance
Experience
Insurance Designers of Dallas January 2002 - Present
RBC Wealth Management October 2000 - December 2001
The Bruemmer Firm August 1993 - September 2000
Southern Planning Group April 1988 - June 1993
The Planning Group September 1979 - February 1988
Skills
Insurance, Employee Benefits, Life Insurance, Disability Insurance, Strategic Planning, Process Improvement, Business Analysis, Brokers
Education
Mississippi College School of Law 1981 — 1985
Doctor of Law (J.D.), General Law
Mississippi State University 1978 — 1979
Master's degree, Economics
Mississippi State University 1976 — 1977
Agricultural Engineering
University of Oklahoma 1970 — 1972
None, Architectural Engineering
Insurance Designers of Dallas January 2002 - Present
RBC Wealth Management October 2000 - December 2001
The Bruemmer Firm August 1993 - September 2000
Southern Planning Group April 1988 - June 1993
The Planning Group September 1979 - February 1988
Skills
Insurance, Employee Benefits, Life Insurance, Disability Insurance, Strategic Planning, Process Improvement, Business Analysis, Brokers
Education
Mississippi College School of Law 1981 — 1985
Doctor of Law (J.D.), General Law
Mississippi State University 1978 — 1979
Master's degree, Economics
Mississippi State University 1976 — 1977
Agricultural Engineering
University of Oklahoma 1970 — 1972
None, Architectural Engineering