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CFP Board

1 follower

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CFP Board sets and enforces standards for Certified Financial Planner certification.

Industries

Banking, Finance

Headquarters

Washington, United States

Employees

51-200

Links

Org chart

Kevin R. Keller
CEO & Director
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Kevin Yea
CFO
Leo G. Rydzewski
General Counsel
Christy Callaway
Chief of Staff
Maureen Thompson
VP of Public Policy
James N. Katsaounis
MD of Marketing & Communications
David Anthony Abrams
MD, Center for Financial Planning
Joseph V. Maugeri
MD of Corporate Relations
Tom Sporkin
MD of Enforcement
Jim Dinegar
Interim MD, Center for Financial Planning
Mike Kothakota
Head of Research
Erik N. Frias
Director of Detection
Meg Riley-Jamison
Director, Human Resources
KR
Kia Reid
Director, Continuing Education
TB
Thomas Bell
Director, Information Technology
Lynn McNutt
Director, Executive & Stakeholder Communications
Morgan Bowles
Meetings Manager
Sebastian Belloni
Manager, Research & Analysis

Board & advisors

Daniel Moisand
Chair
Louis Barajas
Director
Matthew Boersen
Chair-Elect
Aneri Jambusaria
Director
Terri Kallsen
Director
Roberta Karmel
Director
Peter Rohr
Director
Alex Rozman
Director
Martin Seay
Director
Richard Sherlock
Director
Nancy Smith
Director
Elizabeth K. Miller
Director
Richard Shaw
Director

Teams

+7

Managers Team

11 people · 0 jobs

+2

Enforcement Team

6 people · 0 jobs

Communications and Public Relations

3 people · 0 jobs

Leadership Team

3 people · 0 jobs

TB

Information Technology

3 people · 0 jobs

Offices

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