Association for Financial Professionals

Industry: Professional organizations company

Description

Headquarters: Maryland Founded: 1980 Subsidiary: C-Stream LimitedFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportAssociation For Financial ProfessionalsWebsiteDirections Saved (0) Saved Save 2 Google reviews Association in Bethesda, Maryland Address: 4520 East West Highway, Bethesda, MD 20814 Phone: (301) 907-2862: Hours: : : : Website: : : Category: Place name: Website: http://www.afponline.org/ Category: Association or organization Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Association For Financial Professionals Posting publicly on the Web Write a review Reviews 2 Google reviews

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Association for Financial Professionals Employees

Employee
Years
Job
Industry
Stephanie Ofordire Stephanie Ofordire Washington, District Of Columbia Details
Stephanie Ofordire's Association for Financial Professionals Experience July 2014 - February 2015
Job Animal Care Technician at SoBranInc
Industry Research
Experience
SoBran-Inc  April 2015 - Present
Association for Financial Professionals   July 2014 - February 2015
Association for Financial Professionals   June 2013 - February 2015
Penn State University  October 2012 - May 2013
Penn State University  February 2012 - May 2012

Skills
Centrifugation, Vortex, Pipetting, Data Analysis, Data Entry, Sample Preparation, Technical Writing, Microsoft Word, Microsoft Publisher, Microsoft Excel, PowerPoint, Adobe Acrobat, Mac OS, Highly personable, Strategic Planning, Public Speaking, Windows 7, Team Leadership, Team-oriented, Dependable Team Player, Self-motivated..., Works well individually, Time & Attendance, Close Attention to..., Positive Personality, Discipline, Passion for Helping..., Passion for Success, Organized Multi-tasker, Patience, Creativity, Microsoft Office, Event Planning, Research, Time Management, Customer Service, Social Media, Communication, Social Networking, Leadership, Outlook, Sales

Education
Penn State University   2009 — 2013
Bachelor of Science (B.S.), Animal Sciences

Penn State University   2009 — 2013
Bachelor of Science (B.S.), Animal Sciences

Natalia Martinovic Herman Natalia Martinovic Herman Cleveland/Akron, Ohio Area Details
Natalia Martinovic Herman's Association for Financial Professionals Experience December 2006 - November 2007
Job Account Supervisor, Public Relations at Stern Advertising
Industry Public Relations and Communications
Experience
Stern Advertising  April 2014 - Present
Gutenberg Communications  February 2013 - 2014
The Creative Group  May 2012 - February 2013
STIZZiL  March 2012 - May 2012
Small Businesses  May 2008 - April 2011
Arkansas Arts Center  November 2007 - April 2008
Association for Financial Professionals   December 2006 - November 2007
The Cadmus Group, Inc.   September 2004 - August 2006

Skills
Public Relations, Media Relations, Project Management, Research, Market Research, Editing, Marketing Communications, Non-profits, Branding & Identity, Copy Editing, Writing, Grant Writing, Crisis Communications, Online Journalism, Broadcast Journalism, Corporate Communications, Cross-functional Team..., Social Media Marketing, Advertising, Digital Marketing, Event Management, Fundraising, Strategic Communications

Education
Ohio University
Communications and Journalism

Nilly Essaides Nilly Essaides Portland, Oregon Area Details
Nilly Essaides's Association for Financial Professionals Experience November 2012 - Present
Job DirectorPractitioner Content Development at Association for Financial Professionals
Industry Writing and Editing
Experience
Association for Financial Professionals   November 2012 - Present
Association for Finance Professionals   October 2009 - October 2012
Hedge Trackers LLC   September 2008 - September 2009
The NeuGroup  January 1998 - September 2008

Skills
Corporate Communications, Capital Markets, Investor Relations, Media Relations, Strategic Communications, Budgets, Copywriting, Public Relations, Editing, Press Releases, Speech Writing, Social Media, Marketing Communications, Business Development, Management, Content Development, Corporate Finance, Research, Financial Analysis, Risk Management

Education
Columbia University - Graduate School of Journalism   1988 — 1989
M.S., Journalism

Marymount Manhattan College   1986 — 1988
B.A, Communications

Patty Brletic, SPHR Patty Brletic, SPHR Baltimore, Maryland Area Details
Patty Brletic, SPHR's Association for Financial Professionals Experience May 1994 - September 1997
Job Corporate IT Recruiter
Industry Information Technology and Services
Experience
Transamerica  March 2015 - Present
Aquilent  August 2009 - October 2014
Beacon Hill Technologies  August 2008 - March 2009
COMSYS  June 1999 - February 2008
Techresponse   September 1997 - April 1999
Association for Financial Professionals   May 1994 - September 1997

Skills
Technical Recruiting, Recruiting, Human Resources, Interviews, Onboarding, Employee Relations, Talent Management, User Experience, Leadership, Applicant Tracking..., Program Management, New Hire Orientations, Employee Training, Employee Benefits, Management, Consulting, Personnel Management, Training, Payroll, Customer Service, Workforce Planning, Social Networking, Project Management, Strategy, Temporary Placement, Team Management, Benefits Administration, Contract Recruitment, Employee Engagement, Recruitment Advertising, Staffing Services, Business Development, Deferred Compensation, Temporary Staffing, Management Consulting, SDLC, Negotiation, Process Improvement, Executive Search, Change Management, Vendor Management, Leadership Development, Team Leadership, Business Analysis, Information Technology, Hiring, Performance Management, HRIS, Organizational...

Education
Hood College   1991 — 1993
Bachelor of Arts, Human Resource Management

Elizabeth (Guerra) Gunzel Elizabeth (Guerra) Gunzel Washington D.C. Metro Area Details
Elizabeth (Guerra) Gunzel's Association for Financial Professionals Experience November 2013 - Present
Job Managing Director, Human Resources at Association for Financial Professionals
Industry Human Resources
Experience
Association for Financial Professionals   November 2013 - Present
APCO Worldwide  March 2012 - October 2013
The Advisory Board Company  2010 - 2012
KPMG  2006 - 2010
CityStaff  2003 - 2006
Randstad North America  2001 - 2003
Broadbay Networks  2000 - 2001

Skills
Healthcare, Business Intelligence, Full-cycle Recruiting, Talent Acquisition, Recruitment/Retention, Employee Relations, Employee Engagement, Recruiting, Talent Management, Performance Management, SDLC, Event Planning, Human Resources, Leadership, Program Management, Internal Communications, Nonprofits, Marketing Communications, Interviews, Strategic Communications, Public Relations, Screening, Employee Benefits, Management

Education
Louisiana State University
BS

Paul Auchincloss Paul Auchincloss Washington D.C. Metro Area Details
Paul Auchincloss's Association for Financial Professionals Experience 2006 - 2014
Job Solution Sales / Sales Mgmt / Business Development
Industry Information Technology and Services
Experience
Gartner  April 2015 - Present
Association for Financial Professionals   2006 - 2014
Sprint - Nextel  1995 - 2005
Mellon Bank  1990 - 1995
Presidential Bank  1989 - 1990
Booz Allen Hamilton  1987 - 1989

Skills
Strategy, Strategic Planning, Strategic Partnerships, Sales, Salesforce.com, Management, Business Development, Contract Negotiation, New Business Development, Account Management, Cross-functional Team..., CRM, Negotiation, Leadership, Solution Selling, Mergers, Business Strategy, Sales Management, Marketing Strategy, Vendor Management, Competitive Analysis, Lead Generation, Start-ups, Program Management, Sales Process, Telecommunications, Product Management, Direct Sales, Team Leadership, Sales Operations, SaaS, Consulting

Education
Georgetown University
Certificate, Strategic Leadership

The George Washington University
MBA, Finance

Mount Saint Mary's College
BS, Business / Finance

Laura Poling Laura Poling Washington D.C. Metro Area Details
Laura Poling's Association for Financial Professionals Experience April 2014 - August 2015
Job Account Manager at Manufacturers Alliance for Productivity and Innovation
Industry Nonprofit Organization Management
Experience
MAPI  August 2015 - Present
Association for Financial Professionals   April 2014 - August 2015
gtnews   August 2013 - April 2014
Association for Financial Professionals   October 2011 - April 2014
Northern Virginia Roofing   June 2010 - February 2011

Skills
Marketing, Online Advertising, Advertising, Sales, Customer Service, Accounts Payable, Invoicing, Strategic Planning, Microsoft Office, Process Scheduler, Event Planning, Account Management, Budgets, CRM, Event Management, Business Development, Marketing Strategy, Leadership, Management

Education
Radford University   2006 — 2010
B.S., Interdisciplinary Education

Jeanine (Henderson) Arnett Jeanine (Henderson) Arnett Washington D.C. Metro Area Details
Jeanine (Henderson) Arnett's Association for Financial Professionals Experience July 2010 - August 2013
Job Director, Grassroots and Advocacy at American Osteopathic Association
Industry Government Relations
Experience
American Osteopathic Association  April 2015 - Present
National Association of Manufacturers - NAM  April 2014 - March 2015
Association for Financial Professionals   July 2010 - August 2013
Association for Financial Professionals   May 2008 - July 2010
American Red Cross  October 2006 - May 2008
American Public Power Association  October 2005 - October 2006
American Bankers Association  February 2000 - October 2005

Skills
Politics, Community Outreach, Program Management, Management, Non-profits, Media Relations, Public Policy, Strategic Communications, Volunteer Management, Policy Analysis, Public Speaking, Policy, Government, Public Relations, Fundraising, Federal Government..., Advocacy, Legislative Relations, Program Development, Leadership, Speech Writing, Strategic Planning, Thought Leadership, Newsletters, Strategy, Crisis Communications, Legislation, Coalitions, Public Affairs, Nonprofits, Grassroots Organizing, Political Campaigns, Grassroots

Education
The George Washington University   2002 — 2004
MA

Syracuse University   1995 — 1999
BA

Sheepshead Bay High School

Kevin Roth Kevin Roth Washington D.C. Metro Area Details
Kevin Roth's Association for Financial Professionals Experience 2009 - 2015
Job Vice President, Research at National Recreation and Park Association
Industry Research
Experience
National Recreation and Park Association  2015 - Present
Association for Financial Professionals   2009 - 2015
Association for Financial Professionals   2002 - 2009
National Association of Realtors  1998 - 2002
American Public Power Association  1996 - 1998

Skills
Market Research, Leadership, Analysis, Economics, Strategy, Data Analysis, Research, Program Management, Survey Research, Strategic Planning, Competitive Analysis, Strategic Insights, Business Intelligence, Staff Development, Newsletters, Web Analytics, Management, Information Assurance, Information Design, Data Analytics, Survey Design, Thought Leadership, Public Policy, Public Speaking, Project Management, Writing, SPSS, Report Writing, Association Management, Google Analytics, Nonprofits, Executive Management

Education
The George Washington University
PhD

St. Mary's College of Maryland
BA

Casey Breslin Casey Breslin Washington D.C. Metro Area Details
Casey Breslin's Association for Financial Professionals Experience July 2015 - Present
Job Corporate Training, Education, and Communications Professional
Industry Financial Services
Experience
Association for Financial Professionals   July 2015 - Present
Association for Financial Professionals   March 2013 - Present
Bates White Economic Consulting  June 2012 - September 2012
Financial Industry Regulatory Authority  August 2011 - March 2012
Saint Anselm College  August 2010 - May 2011

Skills
Public Speaking, Editing, Research, Budgets, Team Building, Nonprofits, Cold Calling, Archival Research, Spanish, Data Analysis, Microsoft Office Suite, Quality Assurance, Event Planning, Project Management, Process Improvement, Program Development, Spanish-Conversational, Financial Certifications, Corporate Education, WebEx, HTML, Curriculum Development, Social Media Marketing, Financial Platforms and..., Financial Analysis

Education
Saint Anselm College   2007 — 2011
Bachelor of Arts (B.A.), History, Minor in Spanish

Jonathan Hall Jonathan Hall Bentonville, Arkansas Details
Jonathan Hall's Association for Financial Professionals Experience November 2014 - Present
Job Vice President, Finance and Strategy | CFO
Industry Retail
Experience
Walmart  September 2006 - Present
Association for Financial Professionals   November 2014 - Present
Coca-Cola Enterprises  2000 - 2006
BWAY Corporation  1997 - 2000
Sara Lee Bakery  1992 - 1997
J.I. Case Corp., Tenneco Inc.   1990 - 1992
The First National Bank of Chicago  1984 - 1990

Skills
Financial Planning &..., CFO, Strategy, Accounting, Treasury, Risk Management, Capital Markets, Leadership, Communication, Mergers & Acquisitions, Trusted Business Partner, Financial Modeling, Talent Developer, Strategic Planning, International Finance, Investor Relations, Controllership, Relationship Management, International Management, Internal Audit, Internal Controls, Business Transformation, Budgets, Forecasting, Financial Reporting, Managerial Finance, Corporate Finance, Investment Management, woking capital..., Business Planning

Education
The University of Chicago - Booth School of Business
MBA

The University of Chicago
Graduate Studies

Boston University
Bachelor of Arts (B.A.)

Michael Connolly Michael Connolly Greater New York City Area Details
Michael Connolly's Association for Financial Professionals Experience November 2006 - Present
Job Vice PresidentTreasurer at Tiffany & Co.
Industry Retail
Experience
Jewelers of America  November 2012 - Present
Association for Financial Professionals   November 2006 - Present
Tiffany & Co.   April 1989 - Present
Association for Financial Professionals   November 2010 - October 2012

Skills
Cash Flow Forecasting, Cash Management, Insurance, Risk Management, Corporate Finance, Treasury Management, Executive Management, Mergers & Acquisitions, Budgets, Management, Financial Modeling, Financial Analysis, Capital Markets, Finance, Working Capital..., Strategic Planning, Banking, Restructuring, Forecasting, Treasury, Analysis, Sarbanes-Oxley Act, Strategic Financial..., Managerial Finance, Credit, Cash Flow, Due Diligence, Payments, Financial Reporting, Investments, Accounting, Financial Planning

Education
The Catholic University of America
Montclair State University

Donna Berzellini, CTP Donna Berzellini, CTP Washington D.C. Metro Area Details
Donna Berzellini, CTP's Association for Financial Professionals Experience 2000 - Present
Job Managing Director, Certification at Association for Financial Professionals
Industry Nonprofit Organization Management
Experience
Association for Financial Professionals   2000 - Present
American Bankers Association  1996 - 2000
Bank of Maryland   1994 - 1996
Maryland National Bank  1974 - 1994

Education
Towson University   1969 — 1973

Jane Fitzgerald Jane Fitzgerald Washington, District Of Columbia Details
Jane Fitzgerald's Association for Financial Professionals Experience March 2015 - Present
Job Web Editor at Association for Financial Professionals
Industry Marketing and Advertising
Experience
Association for Financial Professionals   March 2015 - Present
Association for Financial Professionals   June 2014 - Present
Association for Financial Professionals   March 2012 - Present
Consumer Electronics Association  June 2011 - February 2012
Virginia Tech  October 2009 - May 2010
Virginia Tech  June 2009 - November 2009
Virginia Tech  August 2008 - November 2008

Skills
Event Planning, Email Marketing, AP Style, Copy Editing, Copywriting, Dreamweaver, InDesign, Photoshop, Real Magnet, Lyris, Wordpress, Radian6, Editing, Advertising, Marketing

Education
Georgetown University   2014 — 2016
MPS, Public Relations and Corporate Communications

Virginia Polytechnic Institute and State University   2006 — 2010
BA, Communication

Osan American High School   2002 — 2006

Mary Ellen Saunders Mary Ellen Saunders Washington D.C. Metro Area Details
Mary Ellen Saunders's Association for Financial Professionals Experience May 2009 - Present
Job Managing Director, Education Programs & Policy at Association for Financial Professionals
Industry Nonprofit Organization Management
Experience
Association for Financial Professionals   May 2009 - Present
Association for Financial Professionals   December 2004 - July 2011
American Association of Family & Consumer Sciences   1996 - 2004
Office of the Comptroller of the Currency  August 1978 - October 1996

Skills
Program Management, Training, Management, Public Speaking, Treasury Management, Proposal Writing, Staff Development, Negotiation, Strategy, Corporate Finance, Research, Public Policy, Non-profits, Mergers & Acquisitions, Financial Analysis, Risk Management, Marketing Strategy, Public Relations, Analysis, Curriculum Design, Non-profit..., Nonprofits, Finance, Treasury, Curriculum Development, Strategic Planning, Leadership, Content Development, Association Management, Budgets, Strategic Communications, Business Development, Fundraising

Education
Virginia Polytechnic Institute and State University   1971 — 1976
Bachelor of Arts (B.A.), English Literature, Education, History and Mathematics

The University of Edinburgh

Caitlin Hennessey Caitlin Hennessey Washington D.C. Metro Area Details
Caitlin Hennessey's Association for Financial Professionals Experience June 2013 - Present
Job Certification Coordinator
Industry Nonprofit Organization Management
Experience
Association for Financial Professionals   June 2013 - Present
Masinyusane Development Organization   October 2012 - May 2013
The Catholic University of America  September 2010 - May 2012
ARAMARK  August 2010 - May 2012
The Catholic University of America  August 2008 - May 2010

Skills
Fundraising, Proposal Writing, Teaching, English, Tutoring, Community Outreach, Event Planning, Research, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Facebook

Education
The Catholic University of America   2008 — 2012
B.S.B.A., International Economics and Finance

IES Barcelona   2011 — 2011
Liberal Arts and Sciences, General Studies and Humanities

Fawzi Beidas Fawzi Beidas Alexandria, Virginia Details
Fawzi Beidas's Association for Financial Professionals Experience August 2015 - Present
Job Inside Sales Associate at Association for Financial Professionals
Industry International Trade and Development
Experience
Association for Financial Professionals   August 2015 - Present
FHI 360  February 2015 - July 2015
Embassy of Brazil  January 2013 - March 2013
Merrill Lynch  September 2012 - January 2013
TWS Comex   January 2012 - May 2012
Browne Academy  September 2011 - December 2011

Skills
Brazilian Portuguese, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Economic Development, Spanish, Research, Public Policy, Team Leadership, Time Management, Statistics, Microsoft Office, International Relations, Analysis, Leadership, Economics, Social Networking

Education
King's College London, U. of London   2013 — 2014
Master of Science (MS), Emerging Economies and International Development

George Mason University   2009 — 2013
Bachelor of Arts (BA), Double Major in Economics and Government & International Politics

Bridget Meyer Bridget Meyer Houston, Texas Area Details
Bridget Meyer's Association for Financial Professionals Experience August 2002 - May 2014
Job Director of North American Treasury Advisory
Industry Banking
Experience
Montauk a bfinance company   January 2012 - Present
Association for Financial Professionals   August 2002 - May 2014
US Treasury, Financial Management Service   August 1999 - June 2002

Skills
Public Speaking, Bank Management, Lockbox, Cash Management, Financial Analysis, Pricing, Electronic Payments, Product Management, Global Cash Management, Bank Account Analysis, Property Management, Global Bank Billing, EDI 822, BSB Billing Formats, AFP Code Management-..., Strategic Planning, Treasury Management, Program Management, Financial Services, Payments, Analysis, Finance, Treasury, Banking, Treasury Services, Portfolio Management, Risk Management, Project Management, Management

Education
Southwestern University   1995 — 1999
BA, Business, Music

Raymond Ruzek, CPA, CCM Raymond Ruzek, CPA, CCM Greater New York City Area Details
Raymond Ruzek, CPA, CCM's Association for Financial Professionals Experience January 1982 - December 1987
Job Managing Director at Ruzek Consulting, Inc.
Industry Financial Services
Experience
Ruzek Management   December 1997 - Present
Association for Financial Professionals   January 1982 - December 1987
Emery Worldwide  1973 - 1982

Skills
Treasury Management, Cash Management, Banking, Strategic Financial..., Finance, Managerial Finance, Commercial Banking, Payments, Risk Management, Liquidity Management, Corporate Finance, Financial Analysis, Investments, Treasury, Capital Markets, FX Options, Electronic Payments, Credit, Hedging

Education
Fordham University   1965 — 1969
B.S., Accounting and Philosophy

Allison Holmes Pant Allison Holmes Pant Raleigh-Durham, North Carolina Area Details
Allison Holmes Pant's Association for Financial Professionals Experience 2000 - 2002
Job Broker at Keller Williams Preferred Realty
Industry Real Estate
Experience
Keller Williams Preferred Realty  November 2013 - Present
Red Hat  July 2012 - October 2013
Vandeventer Black LLP  August 2005 - March 2010
Thomas L. Hazen, Distinguished Professor, UNC School of Law   July 2004 - May 2005
Ward and Smith, P.A.   May 2004 - July 2004
UNC Center for Civil Rights  May 2003 - August 2003
Association for Financial Professionals   2000 - 2002

Skills
Corporate Law, Microsoft Office, Contract Negotiation, Commercial Litigation, Microsoft Excel, Legal Writing, PowerPoint, Legal Research, Civil Litigation, Legal Advice, Real Property, Real Estate, Analysis, First Time Home Buyers, Move Up Buyers, Listing Services, First Time Home Sellers, Home Staging

Education
University of North Carolina at Chapel Hill   2002 — 2005
Juris Doctor with Honors, Law

Georgetown University   1995 — 1999
BSBA, Marketing

North Carolina School of Science and Mathematics   1993 — 1995

Dennis Reedy Dennis Reedy Bloomington, Indiana Details
Dennis Reedy's Association for Financial Professionals Experience 2004 - 2012
Job CoExecutive Director at Treasury Institute for Higher Education
Industry Higher Education
Experience
Treasury Institute for Higher Education   April 2000 - Present
Indiana University Bloomington  August 1987 - July 2013
Association for Financial Professionals-Indiana   1988 - 2013
Association for Financial Professionals   2004 - 2012
Association for Financial Professional-Indiana   1991 - 1992

Skills
Financial Analysis, Data Analysis, Corporate Finance, Accounting, Microsoft Excel, Finance, Analysis, Financial Reporting, Research, PowerPoint, Microsoft Office, Microsoft Word, Risk Management, Leadership, Economics, Nonprofits, Public Speaking

Education
Indiana University Bloomington   1967 — 1971
Bachelor of Science (BS), with Distinction, Accounting and Finance

Adam Wasch Adam Wasch Austin, Texas Area Details
Adam Wasch's Association for Financial Professionals Experience 2008 - 2009
Job Communications, Change Consulting, & Project Management
Industry Information Technology and Services
Experience
Wasch Consulting   November 2012 - Present
Available for Contract Work  2007 - Present
NTT DATA Americas  February 2015 - April 2015
3M  December 2014 - February 2015
Ascension Health  November 2012 - December 2013
PayPal  August 2011 - August 2012
Banner Health  October 2009 - June 2011
Cold Climate Housing Research Center  2008 - 2009
Association for Financial Professionals   2008 - 2009
Akoya  2006 - 2007

Education
St. John's College

University of the District of Columbia
BA

University of Alaska Fairbanks

Nicole Momcilov, CTP Nicole Momcilov, CTP Phoenix, Arizona Area Details
Nicole Momcilov, CTP's Association for Financial Professionals Experience 2014 - 2015
Job VP, Treasury Management
Industry Banking
Experience
Arizona Bank & Trust  June 2007 - Present
Association for Financial Professionals   2014 - 2015
Association for Financial Professionals   2014 - 2015
Association for Financial Professionals   2014 - 2015
AFP AZ   2014 - 2015
AFP AZ   2014 - 2015
Association for Financial Professionals   2014 - 2015
Association for Financial Professionals   2014 - 2015
AFP AZ   2014 - 2015
Intuit  August 2010 - December 2010

Skills
Banking, Commercial Banking, Customer Service, Customer Relations, Small Business, Payments, Credit, Portfolio Management, Loans, Financial Analysis, Commercial Lending, Microsoft Office, Excel, New Business Development, Retail Banking, Word, Call Center, Outlook, Credit Analysis, Microsoft Word, Treasury Management, Cash Management, Sales, Call Centers, Small Business Lending, Business Development, Deposits, Mortgage Lending, Microsoft Excel

Education
University of Nebraska at Omaha   2004 — 2007
Business Management, Banking & Finance

UNIVERSITY OF NEBRASKA   2003 — 2007
B.S, Business Administration; Business Management

University of Nebraska at Kearney   2003 — 2004
Bachelor's degree, Business Administration and Management, General

Betty Penzner Betty Penzner Bonita Springs, Florida Details
Betty Penzner's Association for Financial Professionals Experience November 2005 - May 2009
Job
Industry Public Relations and Communications
Experience
self employed  June 2009 - Present
USA Marketing Group   January 2012 - March 2012
Association for Financial Professionals   November 2005 - May 2009
Future Business Leaders of America  December 1997 - November 2005
Future Business Leaders of America  December 1997 - May 2005
MCI  August 1996 - October 1997
Today's Healthcare   1995 - 1996
Gazette Newspapers  October 1985 - September 1994
Gazette Newspapers  April 1985 - August 1994
WGMS AM/FM Radio   1981 - 1983

Skills
Social Networking, Media Relations, Newsletters, Social Media, Public Relations, Press Releases, Non-profits, Speech Writing, Public Speaking, Copy Editing, Strategic Communications, Marketing Communications, Editing, Publications, Copywriting, Social Media Marketing, Email Marketing, Event Planning, Community Outreach, Direct Marketing, Strategic Planning, Budgets, Advertising, B2B, Sales, Fundraising, Event Management, Management, Blogging, Marketing Strategy, Marketing, Corporate Communications, Publishing, Leadership, Newspapers, Online Marketing, Magazines, Nonprofits, Crisis Communications, Interviews, Journalism, Content Development, Publicity, Proofreading, Online Advertising, AP Style, Lead Generation, Internal Communications, Web Content, Facebook

Education
The George Washington University   1969 — 1973
B.A.

The George Washington University   1969 — 1973
BA

Shawnee Mission South HS   1966 — 1969
High School Diploma

Jonathan Starkey Jonathan Starkey Greater Philadelphia Area Details
Jonathan Starkey's Association for Financial Professionals Experience August 2009 - February 2010
Job Gov't/Politics Reporter at The (Wilmington, Del.) News Journal
Industry Newspapers
Experience
Wilmington News Journal (Gannett Co.)   January 2010 - Present
Association for Financial Professionals   August 2009 - February 2010
Washington Post  June 2009 - August 2009
Newsday  September 2007 - June 2009

Skills
Editing, Radio, Journalism, Storytelling, Publications, Newspaper, Magazines, Newsletters, Editorial, Newspapers, Social Media Marketing

Education
New York University   2007 — 2008
M.A., Journalism

Salisbury University   1998 — 2003
B.A., History

Justin Barch Justin Barch Washington D.C. Metro Area Details
Justin Barch's Association for Financial Professionals Experience November 2014 - Present
Job Director, Corporate Sales at Association for Financial Professionals
Industry Financial Services
Experience
Association for Financial Professionals   November 2014 - Present

Skills
Entrepreneurship, Strategic Planning, Public Speaking, Healthcare, Marketing Strategy, Coaching, Team Building, New Business Development, Social Media, Business Strategy, Budgets, Business Development, Finance, Leadership, Sales, Executive Management, Financial Services

Education
Tulane University   1996 — 2000
Bachelor's degree, Finance, General

Jeffrey Schiz Jeffrey Schiz Washington D.C. Metro Area Details
Jeffrey Schiz's Association for Financial Professionals Experience July 2015 - Present
Job Corporate Sales Executive at Association for Financial Professionals
Industry Financial Services
Experience
Association for Financial Professionals   July 2015 - Present
Association for Financial Professionals   April 2014 - June 2015
DrinkMore Delivery Inc   November 2007 - April 2014
Sherwin Williams  October 2006 - November 2007

Skills
Selling, Customer Service, Cold Calling, Marketing, Sales, New Business Development, Social Media, Sales Management, Event Management, Public Speaking, Microsoft Office, Marketing Communications, Account Management, Budgets, Marketing Strategy, Direct Sales, Email Marketing, Social Networking, Leadership, Nonprofits, Direct Marketing, Program Management, Event Planning, Management, Teamwork, Advertising

Education
University of Maryland College Park   2002 — 2006
Bachelor of Science (BS), Marketing & Logistics

Christian Wasner Christian Wasner Arlington, Virginia Details
Christian Wasner's Association for Financial Professionals Experience September 2015 - Present
Job Interested in Solving Problems and Delivering Results
Industry International Affairs
Experience
Association for Financial Professionals   September 2015 - Present
U.S. House of Representatives   January 2013 - May 2013
Kollabria   May 2012 - August 2012
The College of Wooster  August 2011 - May 2012
City of Boston  June 2010 - August 2010
Boston Bar Association  June 2009 - August 2009

Skills
Team-oriented, International Security, Leadership, Counterterrorism, Political Science, International Relations, Government, Critical Thinking, Creativity, International Law, Legislative Relations, Policy Analysis, Policy, Research

Education
The College of Wooster   2010 — 2014
Bachelor's Degree, Political Science

American University   2013 — 2013
Certificate of Study, International Law and Organization

Boston Latin School   2004 — 2010
High School Degree

Kristina Mechelis, CMP Kristina Mechelis, CMP Washington D.C. Metro Area Details
Kristina Mechelis, CMP's Association for Financial Professionals Experience January 2014 - Present
Job Director, Meetings at Association for Financial Professionals
Industry Financial Services
Experience
Association for Financial Professionals   January 2014 - Present
Association for Financial Professionals (AFP)   January 2010 - January 2014
Association for Financial Professionals   April 2007 - December 2009
Association for Financial Professionals   September 2006 - April 2007
Lockheed Martin Information Technology (formerly Aspen Systems)   October 2004 - September 2006

Skills
Event Planning, Registration, Meeting Planning, Non-profits, Trade Shows, Nonprofits, Event Management, Contract Negotiation, Management, Training, Budgets, Public Speaking, Recruiting, Customer Service, Market Research, Project Planning, Logistics

Education
University of Maryland, College of Arts & Humanities College   1999 — 2002
Bachelor of the Arts, Communication

The George Washington University
Meeting and Event Planning

Mark Guidera Mark Guidera Baltimore, Maryland Area Details
Mark Guidera's Association for Financial Professionals Experience April 2009 - June 2009
Job Communications & Media Relations
Industry Public Relations and Communications
Experience
Greater Baltimore Committee  May 2015 - Present
Johns Hopkins Medicine  June 2009 - May 2015
Association for Financial Professionals   April 2009 - June 2009
The Tampa Tribune  October 2003 - 2009
The Baltimore Sun  1995 - 2001
The Baltimore Sun  1993 - 1994
The Baltimore Sun  1988 - 1992
The Baltimore Sun  1983 - 1988

Skills
Media Relations, Management, Staff Development, Development Coaching, Strategic Communications, Strategic Media..., Publications, Journalism, Editing, Newspaper, Employee Engagement, Press Releases, Newspapers, Publishing, Multimedia, Video, New Media, Content Strategy, Content Development, Web Content, News Writing, Content Management, Publicity, Internal Communications, Facebook, Digital Strategy, Spokesperson, Public Relations, Newsletters, Crisis Communications, Editorial, Corporate Communications, Copywriting, Magazines, Social Media, Creative Writing, AP Style, Feature Articles, Video Production, Interviews, Reputation Management, Breaking News, Broadcast, Web Content Management, Website Development

Education
University of Maryland College Park
B.A., Pre-law program; Political science

Hobart and William Smith Colleges
Government & Politics; Pre-Law Program, Pre-law

Loyola High School -Blakefield

Joe DeSalvio Joe DeSalvio Washington D.C. Metro Area Details
Joe DeSalvio's Association for Financial Professionals Experience February 2011 - Present
Job CFO at the Association for Financial Professionals (AFP)
Industry Nonprofit Organization Management
Experience
Association for Financial Professionals   February 2011 - Present
MarketBridge  January 2008 - January 2011
DecisionPath Consulting  2005 - 2008

Education
The George Washington University - School of Business   1997 — 1999
MS, Finance

University of Virginia Darden School of Business   1989 — 1991
MBA, General Management

US Coast Guard Academy   1980 — 1984
BS, Electrical Engineering

Caryn Pierce Caryn Pierce Washington D.C. Metro Area Details
Caryn Pierce's Association for Financial Professionals Experience 1998 - 1999
Job Event / Executive Coordinator
Industry Management Consulting
Experience
Howerton+Wooten Events, LLC   2007 - Present
Guardians of Honor, LLC   November 2005 - September 2013
NCTA  November 1999 - October 2005
Events Unlimited, Inc.   1997 - 2000
Association for Financial Professionals   1998 - 1999
Financial Executives International  1995 - 1998

Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, MeetingTrak Event..., Cvent, GovWin IQ Federal..., BadgePro Plus, DYMO Label Technology, G5, Access, Adobe Acrobat, Adobe Creative Suite, FAS4T Budget Management..., Continuing Legal..., Continuing Education, Maintaining Strong..., Detailed Event Planning, Organization, Events Coordination, Project Management, Trade Associations, Budget Monitoring, Staff Supervision, Staff Training, Event Based Marketing, Technology Solutions

Education
University of Phoenix
Business Management

James Madison University - College of Business   1989 — 1993
Bachelor of Science (BS), Office Systems Management

Largo High School   1985 — 1989
Accounting

Fred Ullman Fred Ullman Washington D.C. Metro Area Details
Fred Ullman's Association for Financial Professionals Experience December 2003 - July 2009
Job Director of Sales at The American Retirement Association
Industry Publishing
Experience
American Retirement Association  June 2011 - Present
CEO Update  March 2010 - June 2011
Association for Financial Professionals   December 2003 - July 2009
Wachovia Bank  December 2001 - December 2003
Gnossos Software  1998 - 2001

Skills
Business Development, Lead Generation, Sales Process, Advertising, B2B, Salesforce.com, Sponsorship, Negotiation, Sales Force Development, Advertising Sales, Competitive Analysis, Strategic Partnerships, Marketing Strategy, Nonprofits, CRM, Leadership, Sales, Public Relations, Management, Online Advertising, Marketing, Sales Management, Sales Operations, Event Management, Market Planning, Budgets, Marketing Communications, New Business Development, Trade Shows, Market Research, Email Marketing, Social Media Marketing, Product Marketing, Social Networking, Social Media, Integrated Marketing, Strategic Planning

Education
American University   1990 — 1995
BS, Psychology

Trinity-Pawling School   1987 — 1990

David Pim David Pim Washington D.C. Metro Area Details
David Pim's Association for Financial Professionals Experience June 2015 - Present
Job Project Management Administrator at Association for Financial Professionals
Industry Financial Services
Experience
Association for Financial Professionals   June 2015 - Present
Washington College  January 2015 - May 2015
Washington College  December 2014 - May 2015
Tessemae's All Natural  June 2014 - August 2014
Star Diner   May 2013 - August 2013
Cold Stone Creamery  June 2011 - August 2011

Skills
Microsoft Office, Leadership, Customer Service, Social Media, Marketing, Goal-oriented..., Teamwork, Outstanding time..., Time Management, Microsoft Word, Fundraising, Trombone, Eagle Scout, Sports Coaching, Sales, Volunteering, People-oriented

Education
Washington College   2013 — 2015
Bachelor’s Degree, Business Administration and Management

High Point University   2011 — 2013

The Heights School   2007 — 2011
High School

Ira Apfel Ira Apfel Washington D.C. Metro Area Details
Ira Apfel's Association for Financial Professionals Experience July 2015 - Present
Job Director of Communications & Editorial Content at Association for Financial Professionals
Industry Writing and Editing
Experience
Association for Financial Professionals   July 2015 - Present

Skills
Publications, Editing, Newsletters, Copy Editing, Editorial, Social Media, Press Releases, Corporate Communications, Copywriting, Media Relations, Speech Writing, Strategic Communications, Magazines, Newspapers, Content Strategy, Proofreading, Public Speaking, Public Relations, Content Development, Blogging, Advertising, Social Networking, Marketing Communications, Publishing, Content Marketing, Strategy, Strategic Planning, Management, Freelance Writing, Budgets, Writing, Storytelling, Leadership

Education
University of Pennsylvania
BA, History

Matt Schoch Matt Schoch Washington D.C. Metro Area Details
Matt Schoch's Association for Financial Professionals Experience May 2002 - September 2007
Job Director, Content Strategy, PBS Digital at Public Broadcasting Service
Industry Media Production
Experience
Public Broadcasting Service  November 2014 - Present
Public Broadcasting Service  2011 - November 2014
Public Broadcasting Service  August 2008 - January 2011
Newspaper Association of America  September 2007 - July 2008
Association for Financial Professionals   May 2002 - September 2007

Skills
Content Strategy, Editing, Content Development, Project Management, Digital Media, Media Production, Blogging, New Media, Digital Marketing, Social Media, Strategic Communications, Podcasting, Multimedia, Digital Strategy, Television, Start-ups, Newsletters, Web Analytics, Online Journalism, Email Marketing, Editorial, Web Video, Video, Journalism, Broadcast, Media Relations, News Writing, Web Content, Advertising, Video Production, Public Relations, Press Releases, Web Content Management, Final Cut Pro, Copywriting, Marketing Communications, Content Management, Magazines, Storytelling, Video Editing, Research, Newspapers, Online Advertising, CMS, Feature Articles, Social Networking, SEO, Publishing, Corporate Communications, Copy Editing

Education
University of Maryland College Park   1997 — 2001
Bachelor of Arts, Journalism

David Meisner David Meisner Pompano Beach, Florida Details
David Meisner's Association for Financial Professionals Experience 1999 - 2003
Job Consultant, Membership Management/Marketing & Web Development
Industry Nonprofit Organization Management
Experience
National Investor Relations Institute  December 2005 - November 2013
Association for Financial Professionals   1999 - 2003
Meisner Painting / Contracting   January 1989 - February 1999

Skills
Investor Relations, Corporate Communications, Competitive Analysis, Public Relations, Crisis Communications, Association Management, Media Relations, Speech Writing, Strategic Partnerships, Internal Communications, Marketing Communications, Strategic Communications, Communication Training, Press Releases, Strategy, Message Development, Fundraising, Business Strategy, Corporate Social..., Annual Reports

Education
University of Maryland University College   2009 — 2011
BS, Business Administration

Montgomery College   2004 — 2008
AA Business

Eric Y Wiscovich, MBA Eric Y Wiscovich, MBA Puerto Rico area Details
Eric Y Wiscovich, MBA's Association for Financial Professionals Experience 2014 - Present
Job Business Analyst at Oriental Bank
Industry Information Technology and Services
Experience
Oriental  2015 - Present
Association for Financial Professionals   2014 - Present
WHC Real Estate Management   June 2013 - February 2015
WHC Real Estate Management   February 2008 - June 2013
Banco Popular de Puerto Rico  2006 - 2008

Skills
Accounting, Leadership, Finance, Forecasting, Financial Analysis, Microsoft Office, Financial Reporting, Budgets, Account Reconciliation, Internal Controls, Analysis, Financial Modeling, Customer Service, Business Planning, Cost Accounting, General Ledger, Fixed Assets, Financial Accounting, SAP, GAAP, Auditing, Customer Support, Team Leadership, Internet, ADP Payroll, Financial Statements, External Audit, Process Improvement, Corporate Finance, Access, Employee Relations, Organized Multi-tasker, Budget Process, Proposal Generation, Project Management, Mergers, Business Analysis, Management, Internal Audit, Payroll, Portfolio Management, Managerial Finance, Strategic Planning, Training, Business Development, System Architecture, Cash Flow, Mergers & Acquisitions, Spanish

Education
Polytechnic University of Puerto Rico   2010 — 2014
Master of Business Administration (M.B.A.), Information Systems in Data Base

University of Puerto Rico-Mayaguez   2003 — 2008
Bachelor of Science in Business Administration (B.S.B.A.), Finance & Human Resources

Timothy L. Momyer Jr Timothy L. Momyer Jr Washington D.C. Metro Area Details
Timothy L. Momyer Jr's Association for Financial Professionals Experience May 2014 - Present
Job Sales Executive at Association for Financial Professionals
Industry Financial Services
Experience
Association for Financial Professionals   May 2014 - Present
PaymentVision, a division of Autoscribe   October 2010 - April 2014
The Washington Post  October 2007 - July 2010
Post-Newsweek Media, Inc./Gazette.Net   October 2006 - October 2007
Focus Technology Consulting  June 2005 - September 2006
Bombay Company  June 2003 - August 2005
Radio Shack  June 2000 - August 2003

Skills
Sales, Customer Service, Advertising, Financial Services, Recruiting, Marketing, Networking, Social Media, Account Management, Leadership, Online Advertising, End User Training, Sales Process..., Recruitment Advertising, Microsoft Office, ACH, Merchant Services, Project Management, Contract Negotiation, Salesforce.com, Goldmine, GoToMeeting, PCI DSS, Electronic Payments, Credit Cards, Debit Cards, Non-profit Volunteer, Fundraising, Employee Relations, CRM, Management, Program Management, New Business Development, Strategy, Sales Management, Cold Calling, Strategic Partnerships, Lead Generation, Customer Retention, Human Resources, SaaS, Selling, Business Development, Sales Process, B2B, Sales Presentations, Finance, Relationship Management, Building Relationships, Email Marketing

Education
Montgomery College   1996 — 1998
Associate of Arts (AA), Business Administration and Management, General

Jennifer Wren Geiger Jennifer Wren Geiger Baltimore, Maryland Area Details
Jennifer Wren Geiger's Association for Financial Professionals Experience June 1998 - July 2000
Job RN at Johns Hopkins Hospital
Industry Health, Wellness and Fitness
Experience
Johns Hopkins Hospital  December 2013 - Present
Carroll Community College  August 2011 - May 2013
Association for Financial Professionals   June 1998 - July 2000
American Society of Interior Designers  August 1994 - May 1998

Skills
Public Relations, Strategic Communications, Editing, Social Media, Media Relations, Marketing Communications, Conference Coordination, Nonprofits, Marketing, Fundraising, Community Outreach, Leadership

Education
Drexel University   2015 — 2017
Registered Nursing/Registered Nurse

Carroll Community College   2010 — 2013
Associate of Science (AS), Registered Nursing/Registered Nurse, 3.5 GPA

University of Maryland College Park   1989 — 1993
B.A., Government & Politics, minor Crim. Justice

Shannon Smedstad Shannon Smedstad Allentown, Pennsylvania Area Details
Shannon Smedstad's Association for Financial Professionals Experience January 2001 - August 2003
Job Leading Employment Branding at CEB | Amplifying Our Brand to Attract Top Talent | Recruiter at Heart | cebcareers.com
Industry Management Consulting
Experience
CEB  June 2014 - Present
Blogging4Jobs   September 2012 - January 2015
TalentReef  May 2013 - June 2014
GEICO  January 2008 - June 2014
GEICO  August 2003 - January 2009
Association for Financial Professionals   January 2001 - August 2003
Key Staffing Solutions  June 1999 - January 2001

Skills
Employer Branding, Social Media, Recruiting, Talent Acquisition, Human Resources, College Recruiting, Interviews, Internet Recruiting, Applicant Tracking..., Recruitment Advertising, Training, Leadership, Job Search Strategies, Social Recruiting, Strategy, Management, Team Building, Business Communications, Resume Writing, Career Site Development, Job Fairs, Internal Communications, Writing, Program Development, Coaching, CRM, Talent Management, Time Management

Education
Shippensburg University of Pennsylvania   1995 — 1999
B.A., Speech Communication

Natalie Mazzei Natalie Mazzei Bethesda, Maryland Details
Natalie Mazzei's Association for Financial Professionals Experience April 2015 - Present
Job HR Coordinator at Association for Financial Professionals
Industry Human Resources
Experience
Association for Financial Professionals   April 2015 - Present
Oliff PLC  July 2014 - February 2015
Oliff PLC  September 2013 - July 2014
Caroline's Promise   January 2013 - May 2013
High Point University  August 2009 - May 2013
JH Adams Inn  May 2012 - November 2012
Cardinal Management Group   May 2011 - August 2011
AFP  May 2010 - August 2010

Skills
Event Planning, Fundraising, Human Relationship, Communication, Communication Skills..., Non-profits, Public Speaking, Microsoft Office, Microsoft Excel, InDesign, Photoshop, Audacity, Press Releases, Social Networking, Customer Service, Time Management, Research, Exceptional People..., Blogging, Nonprofits, Advertising, Management, Marketing

Education
High Point University   2009 — 2013
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration, General, 2.97

Rachel (Fishkin) Deitch, CPP Rachel (Fishkin) Deitch, CPP Washington D.C. Metro Area Details
Rachel (Fishkin) Deitch, CPP's Association for Financial Professionals Experience February 2007 - February 2015
Job Payroll and Benefits Specialist at Association for Financial Professionals
Industry Human Resources
Experience
Association for Financial Professionals   February 2007 - February 2015
National Association of Broadcasters  November 1996 - November 2006

Skills
Employee Benefits, Talent Management, Budgets, PeopleSoft, Payroll, Leadership, Employee Relations, HRIS, Recruiting, Applicant Tracking..., Strategic Planning, Interviews, Talent Acquisition, Organizational..., Human Resources

Education
Towson University   1986 — 1991
Bachelor's Degree, Psychology

John Gibson, MS, PMP John Gibson, MS, PMP Washington D.C. Metro Area Details
John Gibson, MS, PMP's Association for Financial Professionals Experience July 2015 - Present
Job Director, Education & Training Programs at Association for Financial Professionals
Industry Professional Training & Coaching
Experience
Association for Financial Professionals   July 2015 - Present
Association for Financial Professionals   February 2014 - June 2015
H&R Block Inc  January 2007 - February 2014
Target Corporation  January 2006 - January 2007
Chili's  July 2000 - December 2005
University Directories  May 2003 - August 2003

Skills
Training, Leadership, Team Building, Performance Management, Leadership Development, Organizational..., Management, Team Leadership, Strategic Planning, Change Management, Coaching, Business Planning, Customer Service, PowerPoint, Microsoft Office, Employee Training, Retail, Process Improvement, Staff Development, Inventory Management, Analysis, Team Management, Business Analysis, Hiring, Time Management, Financial Analysis, Merchandising, Project Management, Training Delivery, Multi-Unit Operations..., Matrix Management, Talent Management, Training Facilitation, Event Management, Workshop Facilitation, Customer Relations, Public Speaking, Budgeting, Event Planning, Employee Relations, Problem Solving, Interviewing, Promotions, Compliance, Outlook, Excel, Word, Forecasting, Project Planning

Education
George Mason University   2013 — 2013
Program Certificate, Project Management

George Mason University   2009 — 2010
Master of Science (M.S.), Organizational Development & Knowledge Management, GPA: 3.6

James Madison University - College of Business   2001 — 2005
Bachelor of Business Administration (B.B.A.) with Minor in Human Resource Development, Marketing (Business to Consumer), Overall GPA: 3.1. Major GPA: 3.5. Minor GPA: 3.9

Christopher Bjorke Christopher Bjorke Grand Forks, North Dakota Details
Christopher Bjorke's Association for Financial Professionals Experience 2005 - 2008
Job Content editor at Grand Forks Herald
Industry Newspapers
Experience
Grand Forks Herald  November 2011 - Present
The Bismarck Tribune  September 2009 - March 2012
Association for Financial Professionals   2005 - 2008
Big Brothers of Metro Milwaukee   2003 - 2005
The Times Leader  2001 - 2002
Peace Corps  1998 - 2000
Grand Forks Herald  May 1997 - May 1998

Skills
Interviews, Copy Editing, Editing, Newsletters, Ap Style, Newspaper, Newspapers, Magazines, SEO, Storytelling, Journalism

Education
Marquette University   2003 — 2005

The University of North Dakota
BA, English and journalism

Leslie A. Lefer Leslie A. Lefer United States Details
Leslie A. Lefer's Association for Financial Professionals Experience January 1994 - January 1998
Job Director at Center on the Hill
Industry Professional Training & Coaching
Experience
The Center on the Hill   September 2013 - Present
Lefer Training and Development Consulting   January 1999 - Present
Party Decor by Randi   2006 - Present
Radian Group  2003 - 2005
Connelly Foundation   January 2001 - January 2003
Greater Houston Women's Foundation   January 1999 - January 2000
Association for Financial Professionals   January 1994 - January 1998
University of Maryland  January 1992 - January 1994

Skills
Organizational..., Leadership Development, Hosting Conversations..., Project Management, Workshop Facilitation, Program Development, Retreat Leader, Team Building, Conversation

Education
St. Joseph's University
Master of Science, Training & Organizational Development

University of Delaware
Bachelor of Science, Recreation & Park Administration

Villanova University
Graduate Coursework, Human Resource Development

Alexander Josephs, PMP Alexander Josephs, PMP Washington D.C. Metro Area Details
Alexander Josephs, PMP's Association for Financial Professionals Experience July 2015 - Present
Job Director, Digital Strategy at Association for Financial Professionals
Industry Marketing and Advertising
Experience
Association for Financial Professionals   July 2015 - Present
Association for Financial Professionals   April 2014 - Present
OPP Web Design LLC   January 2008 - Present
Association for Financial Professionals   January 2015 - July 2015
Sabre Hospitality Solutions  October 2013 - April 2014
Sabre Hospitality Solutions  October 2012 - October 2013
Sabre Hospitality Solutions  October 2011 - October 2012
Gryphon Scientific LLC  January 2010 - October 2011

Skills
HTML, CSS, Adobe Creative Suite, Project Planning, Project Management, Technology Research, Social Media, Social Media Marketing, Digital Marketing, SEO, E-commerce, CMS, Web Design, Analytics, Web Development, Online Marketing, Movie Magic, Internetworking, Sandwiches, Weapons of Mass..., Making Coffee

Education
University of Maryland College Park   2005 — 2009
BS, Neurobiology and Physiology

Ciara Durkan Ciara Durkan Washington D.C. Metro Area Details
Ciara Durkan's Association for Financial Professionals Experience October 2006 - May 2009
Job Director, Membership Marketing at Endocrine Society
Industry Nonprofit Organization Management
Experience
Endocrine Society  September 2014 - Present
The Endocrine Society  January 2012 - September 2014
The Endocrine Society  July 2009 - January 2012
Association for Financial Professionals   October 2006 - May 2009
Silver Marketing, Inc.   February 2005 - October 2006
TMP Worldwide  January 2000 - November 2004
Feld Entertainment  March 1998 - December 1999

Skills
Account Management, Marketing Research, Direct Marketing, Marketing Communications, Social Media, Social Media Marketing, Advertising, Email Marketing, Marketing Strategy, Market Research, Strategic Planning, Copywriting, Integrated Marketing, Marketing Management, Strategic Communications, Strategic Partnerships, Budgets, Brand Development, Project Management, Marketing, Strategy, Creative Direction, Management

Education
University of Maryland College Park   1987 — 1991
Bachelor of Science

Amy Driscoll Amy Driscoll Washington, District Of Columbia Details
Amy Driscoll's Association for Financial Professionals Experience March 2006 - May 2009
Job Creative Director, Entrepreneurs' Organization
Industry Design
Experience
Entrepreneurs' Organization  September 2013 - Present
Arco Creative   May 2009 - October 2013
Association for Financial Professionals   March 2006 - May 2009
KPMG  January 1999 - January 2006
The Staubach Company  January 1998 - January 1999

Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Creative Direction, Advertising, Art Direction, Brochures, Graphic Design, Graphics, Illustration, Layout, Logo Design, Management, Marketing, Posters, Project Management, Program Management, Start-ups, Strategy

Education
The Catholic University of America   1993 — 1997

The Catholic University of America
Bachelor of Music

Ernie Humphrey, CTP Ernie Humphrey, CTP Indianapolis, Indiana Area Details
Ernie Humphrey, CTP's Association for Financial Professionals Experience October 2007 - August 2009
Job CFO, Finance Thought Leader, CTP Training Guru
Industry Education Management
Experience
360 Thought Leadership Consulting   February 2013 - Present
Function Form Staging & Design   November 2014 - August 2015
Proformative  October 2009 - February 2013
Executive Consultant  September 2009 - October 2009
Association for Financial Professionals   October 2007 - August 2009
Franklin Electric  April 2005 - August 2007
Franklin Electric  October 2001 - April 2005
Franklin Electric  August 1999 - October 2001
WATERFIELD MORTGAGE  July 1999 - August 1999
HORIZON PROMOTIONS   August 1998 - April 1999

Skills
International Cash..., Public Speaking, M&A experience, Treasury Management, Web Content Management, Social Media Marketing, Event Marketing, Moderating, Content Development, E-mail Management, Technical Writing, Consensus Building, Defined Benefit, pension plan accounting, Accounting, Mergers, Cash Management, Banking, Working Capital..., Professional..., Business Intelligence, Pricing, Employee Benefits, Email Marketing, Event Management, Certified Treasury..., Treasury Services, Event Planning, Mergers & Acquisitions, Online Moderation, Communications..., Sarbanes-Oxley Act, Business Development, Strategy, Leadership, Risk Management, Treasury, Business Planning, Corporate Finance, Management, Executive Management, Portfolio Management, Analysis, Vendor Management, Marketing, Marketing Strategy, Forecasting, Program Management, Integrated Marketing, Investments

Education
Purdue University - Krannert School of Management   1993 — 1998
Ph.D (ABD), Agricultural Economics;

Purdue University - Krannert School of Management   1990 — 1993
MS, Economics

Purdue University   1986 — 1990
BS, Honors Economics

Gurmail Thagad Gurmail Thagad Greater Philadelphia Area Details
Gurmail Thagad's Association for Financial Professionals Experience January 2015 - August 2015
Job Associate at Chase
Industry Financial Services
Experience
Chase  September 2015 - Present
Association for Financial Professionals   January 2015 - August 2015
Chase  June 2014 - August 2014
WealthEngine  April 2012 - July 2013
GM Ryan International  October 2011 - January 2012
Korn/Ferry International  November 2010 - October 2011
Wells Fargo Financial  May 2009 - November 2010

Skills
Salesforce.com, Strategic Partnerships, Financial Modeling, Strategy, Business Development

Education
Georgetown University - The McDonough School of Business   2013 — 2015
Master of Business Administration (MBA)

University of Maryland College Park   2005 — 2009
BS, Economics

Landon School   1995 — 2005

Colin Kelley Colin Kelley Washington D.C. Metro Area Details
Colin Kelley's Association for Financial Professionals Experience February 2014 - Present
Job Research Coordinator at Association for Financial Professionals
Industry Research
Experience
Association for Financial Professionals   February 2014 - Present
The International Foundation of Electoral Systems   April 2013 - November 2013
The Fulbright Association   July 2011 - February 2013
Dialysis Patient Citizens  February 2011 - May 2011
Hollis-Brookline High School  March 2008 - June 2010
The Catholic University of America Columbus School of Law  June 2009 - May 2010
The Catholic University of America  October 2008 - July 2009

Skills
Politics, Research, Political Science, Community Outreach, Event Planning, International Relations, Volunteer Management, Fundraising, Non-profits, Social Media, Public Speaking, Editing, Public Policy, Political Campaigns, Spanish, Policy Analysis, Proposal Writing, Nonprofits

Education
The Catholic University of America   2011 — 2013
MA, International Affairs

The Catholic University of America   2006 — 2010
BA, World Politics

Ken McCarthy Ken McCarthy Greater Pittsburgh Area Details
Ken McCarthy's Association for Financial Professionals Experience June 2008 - October 2008
Job Reporter at SNL Financial
Industry Online Media
Experience
SNL Financial  April 2011 - Present
Freelance Writer  October 2008 - April 2011
Association for Financial Professionals   June 2008 - October 2008
Steel Business Briefing  March 2007 - December 2007

Skills
Editing, Media Relations, Social Media, Public Relations, Press Releases, Copywriting, Proofreading, Journalism, Copy Editing, Corporate Communications

Education
Point Park University   1994 — 1998
BA, Journalism and Communications

Joe Hodanich Joe Hodanich Washington D.C. Metro Area Details
Joe Hodanich's Association for Financial Professionals Experience December 2008 - Present
Job at Association for Financial Professionals
Industry Marketing and Advertising
Experience
Association for Financial Professionals   December 2008 - Present
Evolve Creative Group  April 2005 - December 2008
American University  2000 - 2005
Don Schaaf Friends   1998 - 2000
Edison Electric Institute  1996 - 1998

Skills
Marketing Communications, Brand Management, Copywriting, Marketing Strategy, Publications, Project Management, Art Direction, Social Media, Public Relations, Social Media Marketing, Strategic Planning, Editing, Media Relations, Graphic Design, InDesign, Copy Editing, Email Marketing, Photoshop, Press Releases

Education
The Johns Hopkins University - Carey Business School   2006 — 2008
MBA, Marketing

University of Scranton   1990 — 1992
BS, Biology, General

Amy Cooley Amy Cooley Washington D.C. Metro Area Details
Amy Cooley's Association for Financial Professionals Experience 2012 - Present
Job Publications Manager at Association for Financial Professionals
Industry Nonprofit Organization Management
Experience
Association for Financial Professionals   2012 - Present
Association for Financial Professionals   September 2004 - November 2012
RAPS  September 1999 - July 2004
GE Capital IT Solutions  December 1987 - August 1999

Skills
Newsletters, Graphics, Publications, B2B, Marketing Communications, Photography, Press Releases, Copywriting, Marketing, Advertising

Education
University of Maryland College Park   1976 — 1979
BS, Advertising Design

Lynchburg College   1974 — 1976

Sean Eagan Sean Eagan Washington, District Of Columbia Details
Sean Eagan's Association for Financial Professionals Experience September 2012 - August 2013
Job School Wrap Care Coordinator at Choices, Inc.
Industry Mental Health Care
Experience
Choices, Inc.   September 2013 - Present
Association for Financial Professionals   September 2012 - August 2013
City Year  July 2011 - June 2012
REMI  January 2011 - June 2011
The Niki Tsongas Commitee   June 2010 - November 2010
Merrimack Valley Venture Forum  June 2010 - August 2010
Saint Andrew's Refugee Services   February 2010 - May 2010

Skills
Research, Public Policy, Policy Analysis, Community Service, Economics, Data Analysis, Public Speaking, Qualitative Research, Community Outreach, Volunteer Management, Statistics, Microsoft Office, PowerPoint, Quantitative Research

Education
University of Massachusetts, Amherst   2007 — 2011
Bachelor of Arts, Double Major: Economics and Political Science

The American University in Cairo   2010 — 2010
Study Abroad Program, Arabic Language, Middle Eastern Politics

Chelmsford High School   2003 — 2007

Evans Craig Evans Craig Scottsdale, Arizona Details
Evans Craig's Association for Financial Professionals Experience June 2008 - October 2010
Job Social Media Marketing YOUR Business w/ Internet Marketing & Mobile Marketing to entrepreneurs & local small business
Industry Marketing and Advertising
Experience
Internet Marketing Technology   September 2010 - Present
Univera  April 2010 - Present
Smithsonian Institution - National Museum of the American Indian  January 2008 - Present
San Diego American Indian Health, Inc.   2006 - Present
2011 National Summit on Diabetes   January 2011 - July 2011
Landmark Education  2009 - 2011
Association for Financial Professionals   June 2008 - October 2010
AIS-DC   June 2008 - February 2009
Internet Technology Service, LLC   January 2000 - April 2008
SkillStorm  2005 - 2006

Skills
Project Management, Portals, Online Marketing, Online Marketing..., Small Business Online..., Home-based Business, Social Media Marketing, Social Media Strategist, Social Media, Online Advertising, Internet Entrepreneur, Social Entrepreneurship, Facebook Marketing, Twitter Marketing, YouTube Marketing, LinkedIn Marketing, Internet Marketing, Web Marketing, Web Marketing Strategy, Internet Marketing..., YouTube, Team Building, Editing, Fundraising, Public Speaking, E-commerce, Non-profits, Entrepreneurship, Graphic Design, Public Relations, Facebook, SEO, Research, Online Databases, Social Networking, Strategic Planning, Event Planning, Microsoft Office..., Nonprofits, Marketing, Start-ups, Business Development, Web Design, Training, Mobile Marketing, Project Planning, New Business Development, Strategic Communications, Strategy, Community Outreach

Education
Landmark Education   2008 — 2012
Graduate, Curriculum for Living, Communication Curriculum, Leadership & Assisting, Introduction Leaders Prog

The University of New Mexico   1993 — 1995
MA (Candidate), Teaching & Learning Technology - Distance Education

The University of New Mexico - Robert O. Anderson School of Management   1990 — 1993
BBS, Business Computer Systems - MIS

Renee B. Joe Renee B. Joe Washington D.C. Metro Area Details
Renee B. Joe's Association for Financial Professionals Experience September 2004 - February 2011
Job Vice President, Global Membership Deveolpment, Marketing and Services
Industry Marketing and Advertising
Experience
Entrepreneurs' Organization  November 2011 - June 2015
Association for Financial Professionals   September 2004 - February 2011
LexisNexis  February 2000 - September 2004
Times Mirror - The Baltimore Sun   January 1999 - April 2000
The Mead Corporation  October 1995 - January 1999

Skills
P&L Management, Corporate Branding, Business Planning, Database Marketing, Direct Marketing, New Business Development, Global Marketing, Business Development, Marketing, Product Marketing, Marketing Strategy, Advertising, Competitive Analysis, Leadership, Entrepreneurship, Strategic Planning, Management, Public Relations, E-commerce, SEO, Market Planning, Strategy

Education
Boston University Graduate School of Management
MBA, Marketing Management

Tulane University - A.B. Freeman School of Business
BSM, Marketing Management

Georgetown University - The McDonough School of Business
Executive Certificate Program, Marketing Management

Tom Derry Tom Derry Phoenix, Arizona Area Details
Tom Derry's Association for Financial Professionals Experience 2003 - July 2012
Job Chief Executive Officer at Institute for Supply Management
Industry Nonprofit Organization Management
Experience
SHRM  September 2014 - Present
Institute for Supply Management  July 2012 - Present
Association for Financial Professionals   2003 - July 2012
Finance Committee, Heart Rhythm Society Board of Trustees   May 2011 - June 2012
C-Stream Ltd (dba gtnews.com)   2007 - June 2012
LexisNexis  August 2000 - July 2003
Tax Management, Inc.   2001 - 2002
Institute of Management & Administration   1999 - 2000

Skills
Strategic Planning, Product Development, Corporate Governance, Organizational Alignment, Mergers, Strategy Alignment, Leadership, Mergers & Acquisitions, Strategic Partnerships, Marketing Strategy, Management, Strategy, Business Strategy, Advertising, Public Relations, Contract Negotiation, Start-ups, Program Management, Market Research, Business Development, Team Building, Product Management, Budgets, New Business Development, Marketing Communications, Change Management, Competitive Analysis, Negotiation, Cross-functional Team..., Marketing, Entrepreneurship, Management Consulting, Analysis, Online Marketing, Project Management, Executive Management, B2B, Forecasting, Process Improvement, Risk Management, Operational Strategy

Education
Georgetown University   1981 — 1986
B.S., Foreign Service

Belmont Hill School   1979 — 1981

Courtney Goldberg Courtney Goldberg Boston, Massachusetts Details
Courtney Goldberg's Association for Financial Professionals Experience November 2005 - May 2006
Job Communications and Marketing Manager | MBA | Content Creator
Industry Marketing and Advertising
Experience
CHG Strategic Communications   November 2013 - Present
The Junction TMO   January 2014 - Present
Merrimack Valley TMA   November 2013 - Present
The North Shore TMA   November 2013 - Present
Marathon Sports  November 2013 - December 2014
RaceMenu, Inc.   August 2013 - October 2013
Paint Nite  April 2013 - August 2013
QUALCOMM, Inc.   May 2009 - July 2012
Qualcomm  July 2006 - May 2009
Association for Financial Professionals   November 2005 - May 2006

Skills
Market Research, Social Media, Marketing Communications, Project Management, Strategic Planning, Public Relations, Business Strategy, Social Networking, Social Media Marketing, Marketing Strategy, Email Marketing, Strategy, Direct Marketing, Marketing, Event Planning, Entrepreneurship, Marketing Management

Education
University of Maryland - Robert H. Smith School of Business   2009 — 2012
MBA, Business Administration

University of Wisconsin-Madison   2000 — 2004
BA, Journalism

The University of Bonn   2003 — 2003
International Politics

Karen Melia Karen Melia Rockville, Maryland Details
Karen Melia's Association for Financial Professionals Experience January 2010 - March 2012
Job Research Data Manager at Westat
Industry Research
Experience
Westat  April 2012 - Present
Association for Financial Professionals   January 2010 - March 2012
Association for Financial Professionals   January 2007 - January 2010
Association for Financial Professionals   December 2005 - January 2007
Catholic Health Systems  July 2004 - October 2005
Electric Power Supply Association  July 2003 - July 2004

Skills
SPSS, Survey Research, SAS, Research, Data Analysis, Quantitative Research, Stata, Analysis, Data Collection, Statistics, Survey Design, Non-profits, Qualitative Research, Access, Public Speaking, Statistical Modeling, Project Management, Strategic Planning, Questionnaire Design, Microsoft Excel

Education
University of Maryland College Park   2009 — 2012
MS, Survey Methodology

University of Delaware   1999 — 2003
BA, Political Science & Statistics

Jill Sasser-Sullivan Jill Sasser-Sullivan Washington D.C. Metro Area Details
Jill Sasser-Sullivan's Association for Financial Professionals Experience January 2003 - Present
Job Art Director, Marketing Department at the Association for Financial Professionals (AFP)
Industry Graphic Design
Experience
Association for Financial Professionals   January 2003 - Present
Greenfield Belser  July 2000 - November 2002
Hawse Design   September 1998 - June 2000

Skills
Art Direction, Typography, Adobe Creative Suite, Graphic Design, InDesign, Social Media Marketing, Brochures, Corporate Identity, Branding & Identity, Graphics, Logo Design

Education
North Carolina State University   1995 — 1998
BS, Graphic Design

UNC Greensboro   1992 — 1995

Sonia Huntley, MBA Sonia Huntley, MBA Washington D.C. Metro Area Details
Sonia Huntley, MBA's Association for Financial Professionals Experience 2000 - 2001
Job Experienced management, operations, alumni relations and marketing professional
Industry Marketing and Advertising
Experience
Urban Land Institute  2010 - Present
University of Maryland  2009 - 2010
University of Maryland  2001 - 2009
Foley & Lardner LLP  2001 - 2001
Association for Financial Professionals   2000 - 2001
AAUW  1993 - 2000

Skills
Fundraising, Strategic Partnerships, Event Planning, Leadership, Marketing, Marketing Strategy, Program Management, Business Development, Management, Advertising, Program Development, Direct Marketing, Customer Service, Strategic Planning, Team Building, Market Research, Volunteer Management, Email Marketing, Direct Mail, Team Leadership, Microsoft Office, Public Speaking, Data Analysis, Editing, Organizational..., Recruiting, Sponsorship, Contract Negotiation, Project Management, Research, Budgets

Education
University of Maryland College Park
BS, Textile Science

University of Maryland University College
MBA, Business Administration

Lisa Haakon Pogue Lisa Haakon Pogue Washington D.C. Metro Area Details
Lisa Haakon Pogue's Association for Financial Professionals Experience July 2009 - November 2009
Job Information Specialist at Homeland Security Studies and Analysis Institute
Industry Libraries
Experience
Homeland Security Studies and Analysis Institute  March 2010 - Present
Association for Financial Professionals   July 2009 - November 2009
APWA - American Public Works Association   1987 - 2006
Central Arkansas Library System  1979 - 1986

Skills
Library Instruction, Library Science, Interlibrary Loan, Special Libraries, Electronic Resources, Collection Development, Virtual Reference, Library Reference, Library Management, Library, Metadata, Information Literacy, Database Searching, Cataloging, Academic Libraries, Library Research, Digital Libraries, Archives, Taxonomy, Information Management, Digital Preservation, Circulation, EBSCO, Indexing, Integrated Library..., Librarians, Editing, Knowledge Management, Research, Information Retrieval, Technical Services, Metadata Standards, Digitization

Education
Drexel University   2006 — 2008
Master's Degree, Library and Information Science

University of Arkansas at Little Rock   1983 — 1985
MA, Internpersonal and Organizational Communication

Eckerd College   1972 — 1974
BA, Philosophy and Writing

Alison Yaffie Alison Yaffie Greater New York City Area Details
Alison Yaffie's Association for Financial Professionals Experience 1995 - 1997
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Hirshorn Zuckerman Design Group  2005 - 2006
The Parenting Group  2003 - 2004
Independent Contractor-Editorial and Marketing Services   2001 - 2003
The Thompson Design Group   2000 - 2001
Time Life  1997 - 1999
Association for Financial Professionals   1995 - 1997

Skills
Editorial, Digital Media, Advertising, Digital Strategy, Integrated Marketing, Marketing

Education
University of Pennsylvania   1991 — 1995

Dawn Doucette Dawn Doucette Alexandria, Virginia Details
Dawn Doucette's Association for Financial Professionals Experience October 2003 - October 2005
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Regulatory Affairs Professionals Society (RAPS)   January 2010 - April 2011
Regulatory Affairs Professionals Society (RAPS)   August 2009 - February 2010
Regulatory Affairs Professionals Society (RAPS)   June 2009 - August 2009
Parenteral Drug Association  October 2008 - April 2009
Parenteral Drug Association  November 2006 - October 2008
Parenteral Drug Association  May 2006 - October 2006
Parenteral Drug Association  October 2005 - May 2006
Association for Financial Professionals   October 2003 - October 2005
Association for Financial Professionals   June 2002 - June 2003
Association for Financial Professionals   August 2002 - May 2003

Skills
Editing, Event Planning, Public Relations

Education
Franklin & Marshall College   1997 — 2001
Bachelor of Arts, English

Jim Kaitz Jim Kaitz Washington D.C. Metro Area Details
Jim Kaitz's Association for Financial Professionals Experience September 1998 - Present
Job President & CEO at Association for Financial Professionals
Industry Nonprofit Organization Management
Experience
Association for Financial Professionals   September 1998 - Present
Financial Executives International  August 1988 - August 1998

Skills
Mergers, Leadership, Strategic Planning, Financial Analysis, Public Speaking, Treasury Management, Risk Management, Program Management, Cash Management, Fundraising, Mergers & Acquisitions, Strategic Communications, Nonprofits, Corporate Finance, Public Relations, Association Management, Strategic Partnerships, Strategy, Non-profits, Business Strategy, Budgets, Treasury, Due Diligence, Market Research, Entrepreneurship, Executive Management, Investor Relations

Education
Georgetown University   1974 — 1978
AB, Political science

Tabor Academy, Marion, Ma.

Amy Peck Amy Peck Dallas, Texas Details
Amy Peck's Association for Financial Professionals Experience 1992 - 1995
Job Experienced Marketing Professional
Industry Marketing and Advertising
Experience
Praxair, Inc.   2002 - 2004
Pepperidge Farm  2001 - 2001
The Peck Group, Inc.   1997 - 2000
CB Richard Ellis  1995 - 1997
Association for Financial Professionals   1992 - 1995

Skills
Competitive Analysis, Cross-functional Team..., Strategy, Business Strategy

Education
Yale University - Yale School of Management   2000 — 2002
Master of Business Administration (MBA), Strategy and Leadership

University of Maryland College Park   1988 — 1992
BS, Journalism

Tom Hunt, CTP Tom Hunt, CTP Washington D.C. Metro Area Details
Tom Hunt, CTP's Association for Financial Professionals Experience December 2009 - Present
Job Director of Treasury Services at Association for Financial Professionals
Industry Banking
Experience
Association for Financial Professionals   December 2009 - Present
3M Company  December 2005 - November 2009
Fairview Health Services  October 2003 - December 2005
Medtronic  December 1997 - October 2003
Norwest Bank  1995 - 1997

Skills
Treasury Management, Cash Management, Treasury, Credit, Due Diligence, Forecasting, Financial Analysis, Working Capital..., Corporate Finance, Cash Flow Forecasting, Risk Management, Mergers, Financial Modeling, Banking, Pricing, Process Improvement, Sarbanes-Oxley Act, Managerial Finance, Payments, Finance, Mergers & Acquisitions, Investments, Portfolio Management, Strategic Planning

Education
University of St. Thomas - Opus College of Business   2000 — 2002
MBA

Minnesota State University, Moorhead   1990 — 1993
BS

Edina High School
Diploma

North Dakota State University

Melissa Rawak Melissa Rawak Bethesda, Maryland Details
Melissa Rawak's Association for Financial Professionals Experience November 2007 - Present
Job Managing Director, Marketing and Meetings at Association for Financial Professionals
Industry Nonprofit Organization Management
Experience
Association for Financial Professionals   November 2007 - Present
Mortgage Bankers Association  2004 - 2007
CMS, Inc.   2003 - 2004

Skills
Marketing Communications, Strategic Planning, Public Relations, Advertising, Marketing Strategy, Marketing, Media Relations, Email Marketing, Management, Social Media Marketing, Lead Generation, Strategic Communications, Strategic Partnerships, Direct Marketing, Online Advertising, Program Management, Online Marketing, Corporate Communications, Trade Shows, Social Media, Press Releases

Education
Gettysburg College   1990 — 1994

Columbus School for Girls   1988 — 1990
HS

Pete Magnuson Pete Magnuson Washington D.C. Metro Area Details
Pete Magnuson's Association for Financial Professionals Experience 1993 - 1996
Job Director of Communications and Member Services at American Institute of Ultrasound in Medicine
Industry Nonprofit Organization Management
Experience
American Institute of Ultrasound in Medicine  July 2014 - Present
National Recreation and Park Association  April 2013 - June 2014
Association for Career and Technical Education  January 2011 - January 2013
Association for Career and Technical Education  2007 - 2011
Association for Career and Technical Education  2004 - 2007
NAESP  1999 - 2004
Association for Financial Professionals   1993 - 1996

Skills
Public Relations, Strategic Communications, Social Media, Strategic Partnerships, Non-profits, Management, Change Management, Fundraising, Public Speaking, Editing, Newsletters, Event Planning, Leadership Development, Program Development, Strategic Planning, Nonprofits, Marketing, Training, Association Management, Event Management, Higher Education, Instructional Design, Project Management, Community Development, Research, Leadership, Social Media Marketing, Educational Leadership, Social Networking, Program Management, Blogging, Strategy, Community Outreach, Grant Writing, Volunteer Management, Organizational..., Media Relations, Policy, Public Policy, Grants, Marketing Communications

Education
Syracuse University   1990 — 1993
B.A, Journalism, English

Phoenixville HS

John Rieger John Rieger Greater Minneapolis-St. Paul Area Details
John Rieger's Association for Financial Professionals Experience April 2004 - December 2008
Job Vice President Accounting Policy at US Bank
Industry Banking
Experience
US Bank  January 2008 - Present
Association for Financial Professionals   April 2004 - December 2008
OECD  June 2001 - February 2004
Amerwest Development Company   October 1999 - October 2001
USAID  October 1998 - October 1999

Skills
Cash Management, Mergers, Accounting, Treasury Management, Banking, International Relations, Financial Accounting

Education
Illinois State University   1973 — 1979
Bachelor's degree, Accounting and Finance

Connie Klein Connie Klein Washington D.C. Metro Area Details
Connie Klein's Association for Financial Professionals Experience July 1999 - January 2001
Job Sr. Manager, NPS Applications and Operations Management at CSC
Industry Information Technology and Services
Experience
CSC  August 2011 - Present
CSC  November 2008 - January 2012
360 MarComm, Inc.   March 2001 - December 2010
LeapFrog Solutions, Inc.   July 2002 - October 2003
Association for Financial Professionals   July 1999 - January 2001
Claydon & Klein International   June 1993 - June 1999
National Trade Productions  August 1984 - May 1993

Skills
Project Management, Program Management, Business Transformation, Change Management, Strategic Communications, Operations Management, Training, Business Process, ERP, Business Process..., Team Leadership, IT Strategy, Management, Business Development, Business Strategy, Strategy, Marketing Strategy, Marketing, Consulting, Market Research, Marketing Communications, Email Marketing, Proposal Writing, Recruiting, Human Resources, Leadership, Staffing Analysis, Analysis, Lean Management, Human Capital, Planning Budgeting &...

Education
Juniata College   1980 — 1984
BS, International Business/Marketing

Nido de Aguilas High School in Santiago, Chile   1978 — 1980

Rebecca Wolfson Rebecca Wolfson Washington D.C. Metro Area Details
Rebecca Wolfson's Association for Financial Professionals Experience ReceptionistDocucorp2004 - 2007
Job Manager of First Impressions at Association for Financial Professionals
Industry Nonprofit Organization Management
Experience
Association for Financial Professionals   ReceptionistDocucorp2004 - 2007
Reading Is Fundamental  2001 - 2003

Education
Brandeis University   1993 — 1997
BA, Sociology

Francis Shafer Francis Shafer Washington D.C. Metro Area Details
Francis Shafer's Association for Financial Professionals Experience 2008 - 2010
Job Chief Financial Officer
Industry Nonprofit Organization Management
Experience
SOCMA  2011 - Present
Riding On Insulin   2012 - Present
Association for Financial Professionals   2008 - 2010
World Presidents' Organization  2002 - 2008
Olympus Group  2000 - 2002
World Presidents' Organization  1994 - 2000

Skills
Budgets, Managerial Finance, Financial Analysis, Strategic Planning, Leadership, Business Strategy, Accounting, Cash Flow, Mergers & Acquisitions, Forecasting, Program Management, Process Improvement, Start-ups, Analysis, Finance, Project Management, Strategy, Executive Management, Risk Management, Financial Modeling, Management Consulting, Business Development, Corporate Finance, Business Planning, Strategic Financial..., Business Process..., Due Diligence, Treasury Management, Restructuring, Financial Reporting, Competitive Analysis, Contract Negotiation, Cash Management, Management, Change Management, Investments, CPA, Cross-functional Team..., Venture Capital, Internal Controls, New Business Development, Entrepreneurship

Education
George Mason University   1985 — 1991
BS Accounting

Ben Kaufman, CTP Ben Kaufman, CTP Greater New York City Area Details
Ben Kaufman, CTP's Association for Financial Professionals Experience January 2010 - December 2010
Job Finance & Treasury Professional
Industry Retail
Experience
eProdigy Financial   August 2015 - Present
Gevril Group   January 2013 - May 2014
Hertz Furniture Systems Corporation   April 2000 - July 2011
Association for Financial Professionals   January 2010 - December 2010

Skills
Cash Management, Working Capital..., Short Term Investing, Bank Relationship..., Fraud Prevention, Business Continuity, Negotiation with Tax..., Authority, Internal Audit, Accounting, Investments, Finance, Financial Risk, Banking, Treasury Management, Accounts Receivable, Tax, Fraud, Payments, Mergers & Acquisitions, Financial Analysis, Treasury, Corporate Finance, Internal Controls, Cash Flow, Credit, Cash Flow Forecasting

Education
Fairleigh Dickinson University   2008 — 2009
MS, Accounting

Association for Financial Professionals   2001 — 2001
Certified Treasury Professional

Columbia University in the City of New York   1983 — 1985
Master's degree, International Relations and Affairs

David Bellinger David Bellinger Greater Atlanta Area Details
David Bellinger's Association for Financial Professionals Experience October 2009 - December 2012
Job Consultant
Industry Financial Services
Experience
Independent Consultant  December 2012 - Present
Association for Financial Professionals   October 2009 - December 2012
Independent Consulting  October 2008 - September 2009
Wachovia Bank  January 2007 - October 2008
Wachovia Bank  May 2002 - January 2007
Wachovia Bank  May 1998 - May 2002
Wachovia Bank  May 1996 - May 1998
Wachovia Bank  May 1988 - May 1996

Skills
Payments, Cross-functional Team..., Vendor Management, Strategy, Program Management, E-commerce, Treasury Management, Financial Analysis, Credit Cards, Electronic Payments, ACH, Management, Leadership, New Business Development, Banking, Mobile Payments, Emerging Payments, Alternative Payments, Card Acquiring, Payment Cards, SWIFT payments, Negotiation, Project Planning, Business Strategy

Education
University of Virginia Darden School of Business   1986 — 1988
MBA, Finance and Marketing

The Johns Hopkins University   1978 — 1982
BA, Economics and Psychology

Pamela Miller Pamela Miller Beavercreek, Oregon Details
Pamela Miller's Association for Financial Professionals Experience September 2008 - May 2009
Job Regional VPPublic Sector at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   July 2014 - August 2015
U.S. Bank   December 2012 - September 2014
OptumHealth Financial Services  June 2009 - December 2012
Association For Financial Professionals   September 2008 - May 2009
US Bank  January 1991 - August 2008
US Bank Corporate Payment Systems  2006 - 2007
US Bank  1996 - 1997
US Bank  1991 - 1993
Ford Motor Credit  1984 - 1991

Skills
Account Management, Strategic Planning, Program Management, Payments, Credit Cards, Strategy, CRM, Product Management, Management, Leadership, Training, Banking, Business Strategy, Sales, Portfolio Management, Strategic Partnerships, Vendor Management, Credit, Human Resources, Relationship Management, Executive Management, Employee Benefits, Process Improvement, Financial Services

Education
Linfield College   1980 — 1984
BA, Business, Communications

D.J. Masson D.J. Masson Bloomington, Indiana Area Details
D.J. Masson's Association for Financial Professionals Experience 1985 - 2009
Job Associate Clinical Professor of Finance at Indiana University
Industry Higher Education
Experience
Indiana University  August 2008 - Present
The Resource Alliance   1999 - 2010
Association for Financial Professionals   1985 - 2009
Pepperdine University  August 2005 - August 2008
The EDI Group (Thomson Financial) and Royal Bank of Canada   1990 - 2000

Skills
Financial Analysis, Corporate Finance, Financial Modeling, Strategic Planning, Economics, Public Speaking, Treasury Management, Cash Management, Managerial Finance, Finance, Analysis, Portfolio Management, Trading, Data Analysis, Risk Management, Management, Investments

Education
Indiana University - Kelley School of Business   1979 — 1983
MBA & Ph.D., Finance, International Business

University of New Orleans   1977 — 1979
BS in General Business

Jesuit High School-NOLA

Pepperdine University, The George L. Graziadio School of Business and Management

Erick Yohe Erick Yohe Springfield, Pennsylvania Details
Erick Yohe's Association for Financial Professionals Experience 2000 - 2003
Job Appeals Management Coordinator
Industry Hospital & Health Care
Experience
Executive Health Resources  October 2010 - Present
Wills Eye Hospital  November 2009 - March 2010
The American Institute of Architects (AIA)   2006 - 2008
Association for Financial Professionals   2000 - 2003

Education
Clarion University of Pennsylvania
Bachelor of Arts (BA), English, Creative Writing

D Anthony Scaglione D Anthony Scaglione New York, New York Details
D Anthony Scaglione's Association for Financial Professionals Experience October 2010 - Present
Job Executive Vice President and CFO at ABM Industries
Industry Facilities Services
Experience
ABM Industries  April 2015 - Present
Association for Financial Professionals   October 2010 - Present
ABM Industries  January 2012 - April 2015
ABM Industries  June 2009 - December 2011
CA  March 2005 - June 2009
Ernst & Young  January 2001 - March 2005
Sony BMG  January 1999 - January 2001

Skills
Cash Management, Sarbanes-Oxley Act, Credit, Treasury, Mergers, Credit Risk, Banking, Forecasting, Investments, Mergers & Acquisitions, Cash Flow Forecasting, Treasury Management, Financial Analysis, Financial Reporting, Corporate Finance, Strategy

Education
Fairleigh Dickinson University   2003 — 2005
MBA

Rutgers, The State University of New Jersey-Newark   1994 — 1995
Bachelor, Accounting

Rutgers, The State University of New Jersey-Newark   1990 — 1994
Bachelor, Finance

Alex Leffers Alex Leffers Washington D.C. Metro Area Details
Alex Leffers's Association for Financial Professionals Experience February 1999 - July 2003
Job Graphic Designer, print and/or Web
Industry Graphic Design
Experience
Institute for Disabilities Research and Training   March 2012 - July 2015
Postal Regulatory Commission  March 2011 - March 2012
EEI Communications  January 2011 - May 2011
American Health Lawyers Association  June 2007 - August 2010
EEI Communications  August 2006 - July 2007
UCG  February 2004 - August 2006
The Creative Group  September 2003 - January 2004
Randstad Creative Talent   September 2003 - January 2004
Association for Financial Professionals   February 1999 - July 2003

Skills
Flash Animation, Print Collateral Design, publications design, Web graphics, preflight, Photoshop, Illustrator, InDesign, QuarkXPress, marketing/advertising..., Brochures, HTML 5, CSS3, JavaScript, ActionScript, jQuery, Wordpress, Drupal, American Sign Language, Dreamweaver, Adobe Creative Suite, Web Design, Flash, Illustration, WordPress, CSS, Newsletters, Layout, Graphic Design, Graphics, Flyers, Direct Mail

Education
The Art Institute of Washington   2011 — 2013
diploma, Web Design and Development, 3.8

University of Baltimore   1998 — 2002
M.A., Publications Design, 3.3

Gallaudet University   1986 — 1993
B.A., English, 2.5

Kathleen Bender Kathleen Bender Greater New York City Area Details
Kathleen Bender's Association for Financial Professionals Experience October 2007 - June 2011
Job Chief flower gardener at Retired
Industry Financial Services
Experience
Retired  August 2015 - Present
Citizens Bank  December 2013 - August 2015
TD Bank Group  June 2011 - December 2013
Association for Financial Professionals   October 2007 - June 2011
Prudential Financial - International Insurance   October 2007 - March 2010
Citigroup  March 2006 - August 2007
Smith Barney  March 2004 - March 2006
Citigroup  October 2000 - March 2004
Citibank  April 1994 - October 2000

Skills
Operational Risk, Financial Risk, Banking, Auditing, Risk Assessment, Enterprise Risk..., Insurance, Process Improvement, Operational Risk..., Financial Analysis, Internal Controls, Internal Audit, Securities, Financial Services, Treasury Management, Investments, Leadership, Risk Management, Portfolio Management, Retail Banking, Relationship Management, Mutual Funds, Cash Management

Education
American Institute of Banking   1973 — 1975
n/a, Bank Products, Trust Services, Contract Law

City University of New York-Baruch College   1972 — 1973
Economics and Accounting

Ohio University   1966 — 1972
BA, English, Economics

Fontbonne Academy   1962 — 1966
Coll Prep, academic

Ben Izaurralde Ben Izaurralde Greater Boston Area Details
Ben Izaurralde's Association for Financial Professionals Experience September 2009 - May 2011
Job Reference Librarian, Worcester Public Library
Industry Libraries
Experience
Worcester Public Library  October 2012 - Present
Association for Financial Professionals   September 2009 - May 2011
Association for Financial Professionals   July 2005 - May 2006

Skills
Editing, Library, Community Outreach, Library Science, Proofreading, Research, Social Media, Library Reference, Collection Development, Spanish-speaking, Computer Proficiency, Computer Instruction, Special Libraries, Public Libraries, Libraries

Education
Catholic University of America   2009 — 2011
MLIS, Library Science

University of Maryland College Park   2004 — 2008
B.A, English

Julianne Franck Julianne Franck Washington D.C. Metro Area Details
Julianne Franck's Association for Financial Professionals Experience July 2015 - Present
Job Project Management Specialist at Association for Financial Professionals
Industry Financial Services
Experience
Association for Financial Professionals   July 2015 - Present
Association for Financial Professionals   July 2013 - Present
Association for Financial Professionals   July 2008 - June 2013
Association for Financial Professionals   October 2006 - June 2008

Skills
Financial Reporting, Corporate Finance, Copywriting, Funding, Business Development, Risk Management, Payments, Treasurers, Leadership, Strategic Financial..., Credit

Education
University of Waterloo   1989 — 1994
BA Honours, Applied Studies-French Teaching Specialization

Brock University
BEd

Anna Chongpinitchai Anna Chongpinitchai Washington D.C. Metro Area Details
Anna Chongpinitchai's Association for Financial Professionals Experience January 2005 - July 2006
Job Experienced Education & Development Professional
Industry Program Development
Experience
Thomson Reuters  February 2013 - Present
American Resort Development Association  July 2006 - February 2013
Association for Financial Professionals   January 2005 - July 2006
Association for Financial Professionals   September 2000 - January 2005

Skills
E-learning, Writing, Training Delivery, Program Development, Staff Development, Word, Public Speaking, Microsoft Office, PowerPoint, Social Networking, Leadership, Customer Service, Public Relations, Online Marketing, Event Management, Microsoft Word, Project Planning, Social Media, Event Planning, Editing, Management, E-Learning

Education
Gettysburg College   1996 — 2000
BA, English, Sociology

Tyler J. Grigsby Tyler J. Grigsby Boise, Idaho Area Details
Tyler J. Grigsby's Association for Financial Professionals Experience August 2012 - Present
Job Financial Risk Analyst Corporate Treasury
Industry Semiconductors
Experience
Micron Technology  October 2014 - Present
Association for Financial Professionals   August 2012 - Present
Micron Technology  August 2012 - October 2014
CollegeAmerica Services Inc.   July 2010 - August 2012
The Three W Group, LLC   2010 - 2012
URS Corporation (formerly Washington Group International) & The College of Idaho   February 2007 - May 2008

Education
Northwest Nazarene University   2015 — 2017
Master of Business Administration (M.B.A.), Emphasis in Finance & International Business, 4.0 GPA

The College of Idaho   2004 — 2008
Bachelor's degree, Business Management & Finance

Liz Burokas Liz Burokas Washington D.C. Metro Area Details
Liz Burokas's Association for Financial Professionals Experience July 2012 - February 2014
Job Program Management Professional
Industry Nonprofit Organization Management
Experience
American Red Cross  2014 - 2015
American Red Cross  2014 - 2015
Association for Financial Professionals   July 2012 - February 2014
Association for Financial Professionals   August 2010 - June 2012
Association for Financial Professionals   July 2009 - July 2010
Association for Financial Professionals   February 2007 - June 2009

Skills
Project Management, Contract Management, Training consulting, MS Access Database, Speaker management, Virtual education, Business Development, Program Management, Training, Motivational Speaking, CRM, Management, Access, Virtual Learning, Public Speaking, Project Planning, Strategy, Nonprofits, Marketing, Strategic Planning, Proposal Writing

Education
University of Maryland - Robert H. Smith School of Business   2014 — 2015
Master of Business Administration (M.B.A.), IT & Business Analytics

Georgetown University   1999 — 2003
BS, French Language and Literature

Rose Roberts Rose Roberts Washington D.C. Metro Area Details
Rose Roberts's Association for Financial Professionals Experience 2003 - 2005
Job Manager at Animal Au Paws, Inc.
Industry Consumer Services
Experience
Mary Kay Idependent Consultant  October 2014 - Present
Animal Au Paws, Inc.   January 2010 - Present
Association for Financial Professionals   2003 - 2005

Skills
Customer Service, Microsoft Office, Sales, Microsoft Excel, Recruiting, Program Management, Marketing Strategy, Strategic Planning, Project Management, Team Building, Non-profits, Budgets, Leadership, Nonprofits, Training, Public Speaking, Fundraising, Process Improvement, Social Media, Social Networking, Small Business, PowerPoint

Education
The George Washington University   1993 — 1997

Walsingham Academy   1990 — 1993

Megan Ladd Megan Ladd Washington D.C. Metro Area Details
Megan Ladd's Association for Financial Professionals Experience July 2015 - Present
Job Certification Specialist at Association for Financial Professionals
Industry Financial Services
Experience
Association for Financial Professionals   July 2015 - Present
Association for Financial Professionals   March 2013 - June 2015
Association for Financial Professionals   April 2012 - March 2013
Peace Corps  August 2008 - November 2010
English Language Institute  September 2007 - May 2008
Florida High School Model United Nations   February 2005 - March 2008
Model United Nations at University of Florida   September 2006 - April 2007

Skills
Youth Development, Community Development, Grant Writing, Customer Service, Microsoft Office, Telephone Skills, Maintaining Business..., Project Initiation, Highly Adaptable, Flexible, Planning, Scheduling, Organization, Public Speaking, Mentoring, Process Scheduler, Project Planning, Capacity Building, Event Planning, Nonprofits, Political Science, Program Evaluation, Program Development, Grants, Staff Development, Relationship Marketing, Intercultural..., SPSS, Adaptation, Policy Analysis, Fundraising, Community Outreach, Volunteer Management, Training, Curriculum Development, Russian, Qualitative Research, Proposal Writing

Education
University of Florida   2004 — 2008
BA, English, Russian

Russian State University of the Humanities   2006 — 2006
Russian Language

Cathryn Wanders, CEM Cathryn Wanders, CEM Washington D.C. Metro Area Details
Cathryn Wanders, CEM's Association for Financial Professionals Experience 1998 - 2000
Job Sales & Business Development Manager at Electronic Transactions Association
Industry Nonprofit Organization Management
Experience
Electronic Transactions Association  June 2015 - Present
Conference Managers  July 2013 - April 2015
American Trucking Associations  July 2012 - July 2013
Optical Society of America  April 2010 - June 2012
Optical Society of America  2001 - 2010
The Optical Society  October 2000 - August 2001
Association for Financial Professionals   1998 - 2000
Association for Financial Professionals   October 1997 - 1998

Skills
Trade Shows, Meeting Planning, Event Management, Social Networking, Event Planning, Nonprofits, Social Media, Volunteer Management, Association Management, Strategic Planning, Budgets, Marketing, Program Management, Editing, Social Media Marketing, Public Speaking, Sales, Research, Sponsorship

Education
University of Maryland College Park   1994 — 1997
Music Education

The University of Montana   1985 — 1989
Music Education

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