Financial Services Institute

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Financial Services Institute Employees

Employee
Years
Job
Industry
Sarah Woessner Sarah Woessner Washington D.C. Metro Area Details
Sarah Woessner's Financial Services Institute Experience June 2014 - November 2014
Job Assistant, Public Information Office at U.S. Federal Government
Industry Public Relations and Communications
Experience
US Federal Government  November 2014 - Present
Washington Women in Public Relations  December 2012 - Present
Financial Services Institute   June 2014 - November 2014
Financial Services Institute   January 2014 - June 2014
Adfero Group  June 2013 - December 2013
Miami University  January 2013 - May 2013
Public Relations Student Society of America  April 2012 - May 2013
Miami University  January 2012 - May 2013
Financial Services Institute   May 2012 - July 2012
Designed Learning  August 2011 - December 2011

Skills
Public Relations, Press Releases, Public Speaking, Blogging, Microsoft Office, Editing, Social Media, Wordpress, Final Cut Pro, Brochures, Online Databases, Networking, AP Style, Corporate Communications, Message Development, Campaign Strategy, Internal Communications, Media Relations, Public Affairs, Leadership, WordPress

Education
Miami University   2009 — 2013
Strategic Communication

Nick Stowell Nick Stowell Atlanta, Georgia Details
Nick Stowell's Financial Services Institute Experience October 2007 - September 2009
Job Director, Government Relations at Equifax
Industry Government Relations
Experience
Equifax  April 2011 - Present
Georgia Capitol Associates   December 2009 - April 2011
Financial Services Institute   October 2007 - September 2009
R. Allen Group   November 2005 - October 2007
Office of U.S. Representative Mike Rogers   August 2004 - April 2005

Skills
Legislative Relations, Public Policy, Political Campaigns, Public Speaking, Strategic Planning, Government, Non-profits, Politics, Lobbying, Federal Government..., State Government, Public Relations, Media Relations, Grassroots Lobbying, PAC, Speech Writing

Education
Auburn University   1999 — 2004
Bachelor of Arts, Political Science

Rachel Clem Rachel Clem Washington D.C. Metro Area Details
Rachel Clem's Financial Services Institute Experience July 2015 - Present
Job Meeting Coordinator & Admin. Assistant at Financial Services Institute
Industry Events Services
Experience
Financial Services Institute   July 2015 - Present
Financial Services Institute   July 2014 - Present
George Mason University Honors College  January 2014 - June 2014
Catholic Charities, USA  January 2014 - May 2014
George Mason University Office of Housing and Residence Life  March 2013 - August 2013
Burdette Smith & Bish, LLC   February 2012 - April 2013
Mountaineer Casino Racetrack & Resort  May 2012 - August 2012
Stonestown Surgery Center   May 2011 - August 2011
ImageOne Uniforms   June 2006 - July 2010
Handel's Ice Cream  April 2008 - August 2008

Skills
Microsoft Office, Event Planning, Leadership, PowerPoint, Time Management, Facebook, Microsoft Excel, Social Media, Volunteer Management, Public Relations, Social Networking, Customer Service, Management, Event Management, Training

Education
George Mason University   2010 — 2014
Bachelor of Science (BS), Business Management, Cum Laude

Austintown Fitch High School   2006 — 2010

Rick Latta Rick Latta Fort Lauderdale, Florida Details
Rick Latta's Financial Services Institute Experience February 2013 - Present
Job CEO Weston Financial Advisors
Industry Financial Services
Experience
Weston Financial Advisors   February 2005 - Present
Nova Southeastern University  December 2013 - Present
Nova Southeastern University  January 2013 - Present
Financial Services Institute   February 2013 - Present
Wachovia Securities Financial Network  June 2000 - February 2005
Paine Webber  May 1994 - June 2000
Merrill Lynch  January 1990 - May 1994
Shearson L.   December 1988 - January 1990
Prudential Bache  October 1986 - December 1988

Skills
Insurance, Family Office, Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation, Strategic Financial..., Fixed Annuities, Series 63, Equities, Portfolio Management, Fixed Income, Securities, Alternative Investments, Investment Strategies, Investment Advisory, Estate Planning, Asset Management, Financial Advisory, Hedge Funds, Options, ETFs, Finance, 401k, Wealth Management..., Retirement, Trading, Capital Markets, Derivatives, Financial Services, Series 65, Series 24, Investment Management, High Net Worth..., Financial Planning

Education
Wharton School of Business
CIMA - Certified Investment Management Analyst, Finance and Financial Management Services

Florida State University
Bachelor of Science (BS), Finance/marketing

Jeff Rosenthal Jeff Rosenthal Greater Atlanta Area Details
Jeff Rosenthal's Financial Services Institute Experience January 2010 - January 2011
Job Innovative and energetic sales and marketing executive
Industry Financial Services
Experience
Triad Advisors, Inc   October 2002 - Present
Financial Services Institute   January 2010 - January 2011
Hartford Life Insurance Company  April 2000 - October 2002

Skills
Financial Advisory, Banking, Estate Planning, Insurance, Management, Alternative Investments, Business Planning, Asset Management, Strategic Financial..., Life Insurance, Fixed Annuities, Wealth Management, Series 7, Marketing, Mutual Funds, Customer Service, Private Equity, Asset Allocation, Series 63, FINRA, Investment Strategies, Securities, Hedge Funds, Retirement, Portfolio Management, Sales, Microsoft Office, Investments, Retirement Planning, Investment Advisory

Education
The University of Georgia   1989 — 1993
Bachelor of Science in Education, Public Health Education and Promotion / Corporate a Wellness

Jigar Gandhi Jigar Gandhi Washington D.C. Metro Area Details
Jigar Gandhi's Financial Services Institute Experience October 2013 - Present
Job Regulatory Affairs Counsel at Financial Services Institute
Industry Legal Services
Experience
Financial Services Institute   October 2013 - Present
Financial Industry Regulatory Authority  June 2012 - October 2013
Financial Industry Regulatory Authority  May 2011 - August 2011
Federal Communications Commission  May 2010 - July 2010
JPMorgan Chase  November 2008 - July 2009

Skills
Legal Research, Westlaw, Securities Regulation, Research, Legal Writing, Securities, Lexis, Litigation, Courts, Civil Litigation, Corporate Law, Legal Issues, Mediation, Administrative Law, Arbitration, LexisNexis

Education
American University, Washington College of Law
Juris Doctor

SUNY Binghamton   2004 — 2008
Bachelor of Arts, Political Science

Jon Isenberg Jon Isenberg West Bloomfield, Michigan Details
Jon Isenberg's Financial Services Institute Experience January 1990 - August 1997
Job President at Elite Networking & Consulting, LLC.
Industry Information Technology and Services
Experience
Elite Digital Investigations, LLC.   August 2014 - Present
Elite Networking & Consulting, LLC.   January 2010 - Present
CNA Insurance  August 1997 - September 2010
CNA Insurance Co.  January 2000 - January 2003
CNA Insurance Co.  August 1997 - March 2000
Financial Services Institute   January 1990 - August 1997
George B. Ford Agency, Inc   January 1992 - July 1997

Skills
Computer Hardware, Computer Repair, Network Administration, Project Management, Project Planning, Windows 7, Windows XP Pro, Microsoft Office, Business Networking, Windows Sharepoint..., IT Management, IT Operations, Disaster Recovery, Servers, Windows, Windows Server, SharePoint, Cloud Consulting, Cloud Computing, Networking, Technical Support, Software Documentation, Active Directory, Help Desk Support, Management, Databases, Training, Hardware, Information Technology, Outsourcing, XP, Leadership, System Administration, Microsoft Exchange, System Deployment, Analysis, Data Center, Security, Troubleshooting, Microsoft Technologies, Operating Systems, Network Security, Wireless Networking, Laptops, IT Service Management, VMware, Citrix, Software Installation, Windows XP

Education
University of Phoenix   1996 — 1999
Bachelor of Science, Information Technology, Information Systems

w.e Groves High School   1971 — 1976

Michigan State University

Kim Sampson, CMP Kim Sampson, CMP San Francisco Bay Area Details
Kim Sampson, CMP's Financial Services Institute Experience April 2013 - October 2014
Job Meeting Partner at Genentech
Industry Biotechnology
Experience
Genentech  April 2015 - Present
Financial Services Institute   April 2013 - October 2014
Potomac Management Resources  July 2011 - April 2013
Potomac Management Resources  September 2006 - June 2011

Skills
Event Planning, Special Events, Event Management, Project Management, Meeting Planning, Staff Management, Client Relations, Logistics, Logistics Management, Program Management, Public Relations, Client Development, Budgets, Sponsorship, Social Media, Leadership, Management, Marketing, Nonprofits

Education
The George Washington University
Bachelor's degree, Psychology

David Melling David Melling Greater Denver Area Details
David Melling's Financial Services Institute Experience January 2011 - February 2014
Job CEO at Jasmijn Capital Management
Industry Financial Services
Experience
Jasmijn Capital Management   March 2014 - Present
Royal Alliance Associates Inc.  July 1991 - Present
Personal Benefit Sevices of Colorado, Inc.   December 1989 - Present
Financial Services Institute   January 2011 - February 2014

Skills
Financial Analysis, Strategic Planning, Business Analysis, Risk Management, Investments, Series 7, Portfolio Management, Customer Service, Wealth Management, Finance, Financial Services, Financial Advisory, Asset Management, Strategic Financial..., Mutual Funds, Series 63, Retirement Planning, Securities, Insurance

Education
Colorado State University

Lorene Joynson Lorene Joynson Atlanta, Georgia Details
Lorene Joynson's Financial Services Institute Experience 2011 - 2012
Job Global Pricing Distribution Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines  2014 - Present
Delta Global Staffing, a Wholly Owned Subsidiary of Delta Air Lines  2012 - 2014
Atlanta Buckhead Connections   2012 - 2012
Financial Services Institute   2011 - 2012
AEGON Americas  2007 - 2010
Gallopade International  2004 - 2005
World Airways  2001 - 2002
SMC3  1999 - 2000
Quantegy   1997 - 1998
Travelport  1985 - 1992

Skills
Competitive Analysis, Collaborative Problem..., New Business Development, Contract Negotiation, Communication, Marketing, Management, Integrity, Mentoring, Airlines, Strategic Planning, Leadership, CRM, Team Leadership, Google Analytics, Project Management, Budgets, Cross-functional Team..., Negotiation, Customer Service, Forecasting, Integration, Process Improvement, Data Analysis, Marketing Strategy, Strategy, B2B, Direct Marketing, Advertising, Human Resources, Time Management, Public Relations, Lead Generation, Analysis, Networking, Program Management, Sales, Team Building, Teamwork, Vendor Management, Logistics, Recruiting, Salesforce.com, Business Analysis, Operations Management, Analytics, Policy, Account Management, Project Planning, Security

Education
University of West Georgia
SHRM Human Resource Management Certification Program

American Intercontinental University
MBA, Global Technology Management

National-Louis University
BA, Applied Behavioral Science

Park University
Undergraduate Studies in Management and Marketing

David Bellaire David Bellaire Lorton, Virginia Details
David Bellaire's Financial Services Institute Experience October 2012 - Present
Job David Bellaire is the Executive Vice President & General Counsel at the Financial Services Institute
Industry Financial Services
Experience
Financial Services Institute   October 2012 - Present
Financial Services Institute   2005 - October 2012
Securities Service Network, Inc.   2001 - 2005
Securities Service Network, Inc.   1999 - 2002
InterSecurities, Inc.   1998 - 1999
Commonwealth Financial Network  1993 - 1998
Institute of Certified Financial Planners   1991 - 1992

Skills
Series 7, Compliance, Mutual Funds, Securities, Risk Management, Financial Planning, Licensing, Due Diligence, Contract Negotiation, Public Speaking, Investments, Negotiation, FINRA, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, Strategic Financial..., Asset Managment, Securities Regulation, SEC, Investment Advisory, Legal Research, Series 63, Litigation, Corporate Governance, Broker-Dealer, Arbitration, Corporate Law, Insurance, Financial Advisory, Series 24, Finance, Government, AML, Legislation, Policy, Financial Services, Wealth Management, Alternative Investments

Education
University of Denver - Sturm College of Law   1989 — 1992
JD, Law

Providence College   1985 — 1989
B.S., Business Administration

St. John's Preparatory School   1981 — 1985
High School Diploma, College Preparatory Course of Study

Robin Traxler Robin Traxler Washington D.C. Metro Area Details
Robin Traxler's Financial Services Institute Experience April 2015 - Present
Job Vice President of Regulatory Affairs and Associate General Counsel at Financial Services Institute
Industry Financial Services
Experience
Financial Services Institute   April 2015 - Present
Financial Services Institute   June 2013 - Present
Financial Industry Regulatory Authority  April 2012 - May 2013
FINRA  May 2010 - April 2012
MassMutual Financial Group  May 2009 - April 2010
Thrivent Financial  September 2004 - August 2008
Target  2000 - 2002

Skills
Securities, AML, FINRA, Securities Regulation, Series 7, Investments, Legal Research, Series 24, Investment Advisory..., Broker-Dealer Compliance, Broker-Dealer, Life Insurance, Investment Advisers Act, General Securities..., Securities Exchange Act..., Financial Services, Fraud Detection, Certified Fraud Examiner, Corporate Governance, Corporate Law, Anti Money Laundering

Education
William Mitchell College of Law   1999 — 2002
J.D., Law

Eckerd College   1995 — 1998
B.A., Political Science

Mahtomedi High School

Justin Nazari Justin Nazari Washington D.C. Metro Area Details
Justin Nazari's Financial Services Institute Experience August 2015 - September 2015
Job Attorney
Industry Law Practice
Experience
Financial Services Institute   August 2015 - September 2015
Financial Services Institute   September 2012 - August 2015
U.S. House of Representatives, Committee on Oversight and Government Reform   October 2011 - December 2011
SecondMarket, Inc.   June 2011 - August 2011
Securities and Exchange Commission, Office of Compliance Inspections and Examinations   September 2010 - December 2010
Board of Governors of the Federal Reserve System, Office of Inspector General   May 2010 - August 2010

Skills
Legal Research, Legal Writing, Securities Regulation, Corporate Law, Public Policy, Governmental Affairs, Legislation, Administrative Law, Corporate Governance

Education
The Catholic University of America, Columbus School of Law
J.D., Securities Law Institute Certificate

The Catholic University of America
B.A., Economics

Allen Porter Allen Porter Palm Beach Gardens, Florida Details
Allen Porter's Financial Services Institute Experience 2004 - 2008
Job Vice President of Marketing & Business Development at Money Concepts
Industry Financial Services
Experience
Money Concepts  June 2012 - Present
Southeastern Financial Group, LLC   October 2011 - July 2012
Alfa Insurance  February 2010 - October 2011
J.P. Turner & Company L.L.C   May 2008 - September 2009
ProEquities Inc.  October 2001 - May 2008
Financial Services Institute   2004 - 2008
ProEquities Inc.  May 2000 - October 2001
InterSecurities Inc  May 1999 - May 2000
CornerStone Associates / MassMutual Financial Group   1996 - 2000
MassMutual Life Insurance Co  January 1996 - May 1999

Education
Jacksonville State University   1980 — 1984
B.S, Marketing/Business Administration

LaRae Bakerink LaRae Bakerink Greater San Diego Area Details
LaRae Bakerink's Financial Services Institute Experience 2006 - 2007
Job 2nd Vice Chair at American Mensa
Industry Financial Services
Experience
American Mensa  July 2013 - Present
EndGame Consulting Group, LLC   January 2011 - Present
NAIBD   January 1999 - Present
San Diego Mensa   July 2008 - June 2014
San Diego Zoo Global  2011 - 2013
San Diego Mensa   July 2011 - July 2012
San Diego Mensa   July 2010 - June 2012
WBB Securities, LLC  December 2001 - January 2011
Financial Services Institute   2006 - 2007
President's National HIre Veterans Committee   2003 - 2006

Skills
Audit, Compliance, Committees, Securities, Internal Controls, Auditing, Internal Audit, Risk Management, Risk Assessment, Financial Reporting, Corporate Governance, FINRA, Series 7, Equities, SEC reporting, AML, Compliance Audits, Series 63, Bonds, Mutual Funds, Capital Markets, Series 24, External Audit, Financial Accounting, Governance, Hedge Funds, Financial Services, Asset Management, Mergers & Acquisitions, SEC filings, Due Diligence, Corporate Development, Executive Management, Strategic Financial..., Financial Risk, Financial Modeling, Private Equity, Portfolio Management, Trading, Investment Advisory, Quality Auditing, Financial Analysis, Finance, Management Consulting, Analysis, Alternative Investments, Investments, Management, Wealth Management, Venture Capital

Education
San Diego State University-California State University   1989 — 1994
BS/MBA, Finance/Management

Bonita Vista High School   1972 — 1975

Linda Arcangeli-Story, CMP Linda Arcangeli-Story, CMP Greater Atlanta Area Details
Linda Arcangeli-Story, CMP's Financial Services Institute Experience May 2006 - August 2007
Job Meetings Manager at Kellen Company
Industry Events Services
Experience
Kellen Company  September 2007 - Present
Kellen Company  September 2007 - Present
Financial Services Institute   May 2006 - August 2007
Financial Services Institute   2006 - August 2007
Financial Planning Association®  August 2001 - January 2006
Financial Planning Association  2001 - 2006

Skills
Budgets, Negotiation, Public Speaking, Web Site Production, Workshop Facilitation, Event Planning, Event Management, Training, Logistics, Strategic Planning, Time Management, Leadership, Marketing Communications, Advertising, Marketing Strategy, Public Relations, Management, Non-profits, Sponsorship, Fundraising, Meeting Planning, Customer Service, Nonprofits, Hotels, Sales, Trade Shows, Corporate Events, Association Management

Education
Florida State University   1998 — 2000

AFFILIATIONS Florida State University
Bachelor, Science · Recreation and Leisure Services Administration · Special Events

Wanda Blevins Wanda Blevins Washington D.C. Metro Area Details
Wanda Blevins's Financial Services Institute Experience December 2013 - Present
Job Accounting & Database Manager at Financial Services Institute
Industry Nonprofit Organization Management
Experience
Financial Services Institute   December 2013 - Present
Financial Services Institute   February 2013 - December 2013
Society of American Military Engineers  February 2012 - February 2013
CityStaff  October 2011 - February 2012
American Coatings Association  November 2010 - February 2011
American Coatings Association  June 2007 - November 2010
American Coatings Association  July 2002 - June 2007

Skills
Accounting, Accounts Payable, Payroll, Accounts Receivable, Administration, Microsoft Office, Customer Relations, Budgeting, Customer Service, Excel, Non-profits, Word, Financial Reporting, Databases, Event Planning, Budgets, Nonprofits, Management, Microsoft Excel

Education
Northern Virginia Community College   1989 — 1993
Accounting and Financial Services

University of Virginia   1980 — 1984
Bachelor of Arts, Foreign Affairs

Jeremy Bronheim Jeremy Bronheim Washington D.C. Metro Area Details
Jeremy Bronheim's Financial Services Institute Experience September 2015 - Present
Job Accounting and Customer Relations Systems Specialist at Financial Services Institute
Industry Information Technology and Services
Experience
Financial Services Institute   September 2015 - Present
Parents Place of Maryland   September 2013 - Present
Parents Place of Maryland   March 2011 - Present
Financial Services Institute   March 2014 - September 2015
The Carlyle Group  October 2013 - January 2014
VICCS, Inc.   March 2013 - October 2013
Parents Place of Maryland   May 2011 - September 2013
RoseMcKenna, LLC   January 2012 - December 2012
NACHC  September 2005 - February 2012
University of Maryland, College Park  2001 - 2004

Skills
Data Analysis, Non-profits, Statistics, Research, Program Evaluation, Policy Analysis, SPSS, Nonprofits, Microsoft Excel, Program Management, Public Speaking, Leadership, Microsoft Office, Community Outreach, Accounting, Program Development, Policy, Social Media, Analysis

Education
University of Maryland University College   2005 — 2008
BA, Accounting

University of Maryland College Park   2001 — 2004
PhD, Cognitive Neuroscience

Northwestern University   1997 — 2001
BA, Cognitive Science

Matthew Ruffner Matthew Ruffner Washington D.C. Metro Area Details
Matthew Ruffner's Financial Services Institute Experience July 2012 - May 2014
Job Fundraising Manager at Center for Excellence in Education
Industry Government Administration
Experience
Center for Excellence in Education  March 2015 - Present
Financial Services Institute   July 2012 - May 2014
Postal Regulatory Commission  May 2006 - October 2011
National Institutes of Health  January 2005 - April 2006
Atlantic List Company   October 2002 - November 2004
The Leadership Institute  August 1997 - October 2002
The Leadership Institute  August 1997 - October 2002
United States Senator Spencer Abraham   September 1996 - April 1997

Skills
Administration, Direct Mail, Office Management, Administrative..., Database Admin, Policy, Program Management, Budgets, Strategic Planning, Direct Marketing, Project Management, Political Campaigns, Microsoft Excel, Databases, Microsoft Office, Fundraising, Politics, Non-profits, Strategic Communications, Policy Analysis, Research, Press Releases, Public Policy, Government, Editing, Management, Public Relations, Marketing, Nonprofits, Volunteer Management, Community Outreach, Proposal Writing, Grant Writing, Legislative Relations, Microsoft Word, Grants, PowerPoint

Education
University of Michigan-Dearborn
B.A, Political Science

University of Michigan-Dearborn

Nicole Whatley Nicole Whatley Washington, District Of Columbia Details
Nicole Whatley's Financial Services Institute Experience December 2010 - March 2011
Job Membership Specialist at Education Market Association (EDmarket)
Industry Nonprofit Organization Management
Experience
Education Market Association (EDmarket)   Membership SpecialistEDmarketSeptember 2011 - Present
Spanglish Tech   January 2007 - Present
Blue Heron Wellness  July 2013 - July 2014
Financial Services Institute   December 2010 - March 2011
Gama International  April 2007 - November 2010

Skills
Event Planning, Strategic Planning, Public Speaking, Marketing Strategy, Nonprofits, Social Media, Marketing Communications, Public Relations, Marketing, Fundraising, Social Media Marketing, Event Management

Education
Southern Polytechnic State University   2002 — 2005
International Management

Elizabeth Seton Catholic High School   1993 — 1997
High School

Rosa Best Rosa Best Greater Atlanta Area Details
Rosa Best's Financial Services Institute Experience 2004 - Present
Job iMIS Database Coordinator
Industry Financial Services
Experience
FSI  June 2004 - Present
Financial Services Institute   2004 - Present
LOMA  November 1981 - December 2004

Education
North Carolina Agricultural and Technical State University   1968 — 1972
BS/MS, BS Education/MS Guidance and Counseling

Emorie Broemel Emorie Broemel Washington D.C. Metro Area Details
Emorie Broemel's Financial Services Institute Experience 2015 - Present
Job Legislative Affairs Manager at Financial Services Institute
Industry Fund-Raising
Experience
Financial Services Institute   2015 - Present
Office of U.S. Senator Kay Hagan   November 2014 - January 2015
Flanagan, Fulkerson & Company   May 2011 - November 2014
American Association for Justice  September 2009 - May 2011
The Cougar Fund   March 2008 - July 2009
U.S. House of Representatives   June 2006 - August 2006

Skills
Fundraising, Nonprofits, Public Speaking, Research, Event Planning, Community Outreach, Public Relations, Politics, Public Policy

Education
Sewanee-The University of the South   2003 — 2007
BA, Political Science

Karen Collareno Karen Collareno Greater Detroit Area Details
Karen Collareno's Financial Services Institute Experience September 1999 - January 2007
Job Financial Services Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  March 2008 - Present
Financial Services Institute   September 1999 - January 2007

Education
Schoolcraft College   1980 — 1982
Associates, Liberal Arts, Finance

Victor Spigner Victor Spigner Greater Atlanta Area Details
Victor Spigner's Financial Services Institute Experience September 2012 - December 2012
Job Quality Analyst
Industry Financial Services
Experience
Coca-Cola Refreshments  December 2012 - Present
Financial Services Institute   September 2012 - December 2012
E*TRADE Financial  January 2010 - June 2012
E*TRADE Financial  July 2008 - January 2010
E*TRADE Financial  April 2006 - July 2008
Distribution Technology   February 2003 - April 2006

Skills
Process Improvement, Call Center, Call Centers, Insurance, Salesforce.com, Leadership, Quality Assurance, Training, Customer Satisfaction, Management, Operations Management, Program Management, Financial Services, Coaching, Analysis, Customer Service

Education
South Carolina State University   1987 — 1992
Bachelor of Science, Business Management

Abraham Jacob Abraham Jacob Washington D.C. Metro Area Details
Abraham Jacob's Financial Services Institute Experience July 2011 - May 2012
Job AttorneyAdvisor at US Securities and Exchange Commission
Industry Financial Services
Experience
US Securities and Exchange Commission  July 2013 - Present
Pickard and Djinis   May 2012 - July 2013
Financial Services Institute   July 2011 - May 2012
Georgetown University Law Center  June 2010 - June 2011
US Securities and Exchange Commission  January 2010 - April 2010
FINRA  September 2009 - November 2009
US Securities and Exchange Commission  September 2008 - November 2008

Education
American University - Kogod School of Business   2011 — 2014
Master's Degree, Finance

Georgetown University Law Center   2009 — 2010
LL.M., Securities and Financial Regulation

Georgetown University Law Center   2006 — 2009
J.D.

Brigham Young University   1998 — 2005
BA, Economics

Robert E. Lewis, Jr. Robert E. Lewis, Jr. Washington D.C. Metro Area Details
Robert E. Lewis, Jr.'s Financial Services Institute Experience October 2012 - Present
Job Vice President, Legislative Affairs at Financial Services Institute
Industry Government Relations
Experience
Financial Services Institute   October 2012 - Present

Skills
Public Policy

Education
The Catholic University of America, Columbus School of Law   2007 — 2010
JD

Morehouse College   1997 — 2001
BA

Naomi Nagy Naomi Nagy Greater Los Angeles Area Details
Naomi Nagy's Financial Services Institute Experience 2004 - 2005
Job Operations Manager & Chief Compliance Officer at Mason & Associates, Inc.
Industry Financial Services
Experience
Mason and Associates, Inc.   November 2011 - Present
Discipline Advisors, Inc.   December 2005 - May 2011
Transamerica Financial Advisors, Inc.   June 1998 - November 2005
Financial Services Institute   2004 - 2005
Financial Network Investment Corporation  January 1985 - January 1996

Education
University at Albany, SUNY   1972 — 1975
BS, Business Administration/Marketing

Granville High Scool

Deborah Clarken Deborah Clarken Washington D.C. Metro Area Details
Deborah Clarken's Financial Services Institute Experience May 2014 - September 2014
Job Office Manager/Executive Office Professional
Industry Executive Office
Experience
Uncommon Radiance LLC   September 2014 - Present
Financial Services Institute   May 2014 - September 2014
Falls Church Animal Hospital   November 2010 - April 2014
Morris-Day, Inc.   January 2006 - November 2010
Stuart Mill Capital Inc   September 1997 - December 2005
SynXis, Inc   June 1980 - August 1997

Skills
Customer Service, Government, Sales Management, Change Management, Politics, Office Management, Administrative..., Travel Arrangements, Calendaring

Education
Radford College
B.S, Political Science

The George Washington University