WASHINGTON -- When the CFP Board made the move from Denver to the nation's capital around Thanksgiving five years ago, the group was looking to insert itself into the policy discussions about the rules of the road for the financial-services sector.
For most of that time, that work has fallen to Marilyn Mohrman-Gillis, the CFP Board's managing director of public policy and communication, who heads what she describes as a "lean and mean public-policy staff" of three full-time employees, including herself.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access