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Wrong Tamara Monroe?

Tamara S. Monroe

Director of Legal Services

FINANCIAL PLANNING STANDARDS BOARD LTD

HQ Phone:  (720) 917-0006

Direct Phone: (720) ***-****direct phone

Email: t***@***.org

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

FINANCIAL PLANNING STANDARDS BOARD LTD

707 17Th Street Suite 2925

Denver, Colorado,80202

United States

Company Description

FPSB manages, develops and operates certification, education and related programs for financial planning organizations to benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning. FPSB demonst...more

Background Information

Employment History

Director

Professional Review


Managing Director

Core Operations


Director of Core Operations

CFP Board incorporated


Web References(19 Total References)


www.fpsb.org

Tamara Monroe
Tamara Monroe Director of Legal Services Tamara Monroe joined FPSB in May 2007 as director of legal services, overseeing governance, intellectual property, tax-exempt and corporate legal work, managing agreements with FPSB Members and potential Members, and managing other licensing, vendor and services contracts. Read Ms. Monroe's responsibilities also include the compliance portion of FPSB's Member Assessment Program, which evaluates the CFP certification programs in 24 territories to ensure that CFP professionals meet consistent, rigorous standards around the world. Prior to joining FPSB, Ms. Monroe was director of core operations and professional review at Certified Financial Planner Board of Standards Inc. She received her bachelor's, cum laude, from the University of Akron, Ohio and a Juris Doctor degree from Seattle University School of Law, Seattle, Washington. Contact Tamara at tmonroe@fpsb.org for questions regarding FPSB's governance, use of FPSB's trademarks or the FPSB Member Assessment Program.


www.fpsb.org

Tamara Monroe
Tamara Monroe Director of Legal Services Tamara Monroe joined FPSB in May 2007 as director of legal services, overseeing governance, intellectual property, tax-exempt and corporate legal work, managing agreements with FPSB Members and potential Members, and managing other licensing, vendor and services contracts. Ms. Monroe's responsibilities also include the compliance portion of FPSB's Member Assessment Program, which evaluates the CFP certification programs in 24 territories to ensure that CFP professionals meet consistent, rigorous standards around the world. Prior to joining FPSB, Ms. Monroe was director of core operations and professional review at Certified Financial Planner Board of Standards Inc. She received her bachelor's, cum laude, from the University of Akron, Ohio and a Juris Doctor degree from Seattle University School of Law, Seattle, Washington. Contact Tamara at tmonroe@fpsb.org for questions regarding FPSB's governance, use of FPSB's trademarks or the FPSB Member Assessment Program.


www.fpsb.org

Financial Planning Standards Board names Tamara Monroe as Director of Legal Services
DENVER, 08 June 2007 - Financial Planning Standards Board Ltd. (FPSB) announced today that it has named Tamara S. Monroe, Esq. to be the association's Director of Legal Services. Ms. Monroe will oversee the trademark and corporate legal work, manage licensing and affiliation agreements, ensure compliance with international CFP certification program standards, and support FPSB Affiliates in developing and implementing disciplinary processes. "Tamara's experience with CFP Board is a natural fit with FPSB's strategic mission to establish CFP certification as the mark of financial planning professionalism globally," said Noel Maye, FPSB CEO. Prior to joining FPSB, Ms. Monroe spent six years with Certified Financial Planner Board of Standards, Inc., which owns the CFP marks in the U.S., most recently as Director of Core Operations and Professional Review. In addition to overseeing CFP Board's disciplinary process, she managed the Education and Examination, Stakeholder and Certification Services, and Information Technology departments. "I look forward to enhancing FPSB's already rigorous standards for certification to ensure the global public can access and benefit from the advice of competent and ethical planners," said Ms. Monroe. "I am eager to work with FPSB's Affiliates to ensure the ethical standards for CFP certification are consistently administered globally." Ms. Monroe earned her Bachelor's degree from University of Akron, Ohio, and her Juris Doctor degree from Seattle University School of Law.


www.fpsb.org [cached]

FPSB Names Tamara Monroe as Director of Legal Services (6/8)


www.fpsb.org [cached]

FPSB Names Tamara Monroe as Director of Legal Services (8 June)
2007 Financial Planning Standards Board names Tamara Monroe as Director of Legal Services DENVER, 08 June 2007 - Financial Planning Standards Board Ltd. (FPSB) announced today that it has named Tamara S. Monroe, Esq. to be the association's Director of Legal Services. Ms. Monroe will oversee the trademark and corporate legal work, manage licensing and affiliation agreements, ensure compliance with international CFP certification program standards, and support FPSB Affiliates in developing and implementing disciplinary processes. "Tamara's experience with CFP Board is a natural fit with FPSB's strategic mission to establish CFP certification as the mark of financial planning professionalism globally," said Noel Maye, FPSB CEO. Prior to joining FPSB, Ms. Monroe spent six years with Certified Financial Planner Board of Standards, Inc., which owns the CFP marks in the U.S., most recently as Director of Core Operations and Professional Review. In addition to overseeing CFP Board's disciplinary process, she managed the Education and Examination, Stakeholder and Certification Services, and Information Technology departments. "I look forward to enhancing FPSB's already rigorous standards for certification to ensure the global public can access and benefit from the advice of competent and ethical planners," said Ms. Monroe. "I am eager to work with FPSB's Affiliates to ensure the ethical standards for CFP certification are consistently administered globally." Ms. Monroe earned her Bachelor's degree from University of Akron, Ohio, and her Juris Doctor degree from Seattle University School of Law.


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