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This profile was last updated on 9/4/14  and contains information from public web pages and contributions from the ZoomInfo community.

Ms. Tamara S. Monroe

Wrong Tamara S. Monroe?
 
Background

Employment History

Board Memberships and Affiliations

  • Director
    Professional Review

Education

  • Juris Doctor degree
    Seattle University School of Law
  • Bachelor's degree
    University of Akron , Ohio
17 Total References
Web References
CFP BOARD CENSURES IMPROPER CFP
www.cfp.net, 1 June 2006 [cached]
Tamara Monroe, Director, Professional Review P: 303-839-0684 E: media@CFPBoard.org
Financial Planning Standards ...
www.fpsb.org, 10 Jan 2010 [cached]
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.
Tamara Monroe | FPSB
www.fpsb.org, 8 June 2007 [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.
2007 News Releases | FPSB
www.fpsb.org, 1 Jan 2007 [cached]
FPSB Names Tamara Monroe as Director of Legal Services (8 June)
Tamara Monroe Release - Financial Planning Standards Board
www.fpsb.org, 8 June 2007 [cached]
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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