National Board at Financial Planning Association, Director of Tax Strategies at Inspired Financial
Location:
Huntington Beach, California
Industry:
Financial Services
Work:
Financial Planning Association - Greater Denver Area since Jan 2011
National Board
Inspired Financial since Jun 2007
Director of Tax Strategies
Financial Planning Association 2011 - 2012
Director
Beechwood Advisory Group LLC Jul 2003 - Sep 2007
Principal / financial planner
Education:
California State University-Fresno 1976 - 1979
BS, Accounting / Business Management
Interests:
Running, skiing, hiking, Frisbee
Dodger baseball, Fresno State baseball
Granite Telecommunications - Quincy, MA since Feb 2012
Controller
Ze-gen, Inc. Feb 2009 - Jan 2012
CFO, Controller
GSI Group Jun 2007 - Jan 2009
Senior Director, Financial Planning & Analysis
GSI Group 2005 - 2007
International Controller
GSI Group 2002 - 2005
Director of Accounting
Education:
Babson College 1983 - 1986
MBA, Finance
University of Massachusetts Boston 1975 - 1979
BA, Management
Director Of Business Development And Trusts & Estates At Heritage Auctions
Marsha Henderson, Lynda Farrow, Helga Schleeh, Pamela Ballance, Kevin Foley, Peter Smith, Hugh Parkinson, Howard Hills, Mervin Holmes, Janice Baxter, Wendy Mccready, Bill Gates
Naperville Central High School Naperville IL 1999-2003
Community:
Susan Mackler, Benjamin Tam, Katie Caulfield, L Montag, Callie Robleski, Christopher Kapas, John Mcneal, Zach Shelly, Tony Schlorff, Joshua Porter, Alex Werges
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