CFSI Company

Description

The Center for Financial Services Innovation is a nonprofit financial services consultancy headquartered in Chicago, specializing in serving unbanked and underbanked consumers. CEO: Jennifer Tescher Founded: 2004 VP: Rob Levy Chief strategy officer: Sarah Gordon

CFSI List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CFSI. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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CFSI Employees

Employee
Years
Job
Industry
Saundra (Sam) Meyer Saundra (Sam) Meyer Austin, Texas Details
Saundra (Sam) Meyer's CFSI Experience September 1996 - June 1999
Job General Counsel and Director of Compliance
Industry Legal Services
Experience
FCE Benefit Administrators, Inc.   July 2015 - Present
Second Round, LP  March 2013 - February 2015
CFS II  April 2011 - March 2013
Oklahoma Alternative Resources   April 2010 - August 2012
Brown Mackie College  March 2009 - March 2011
Denali Inc.   June 2009 - June 2010
American Emerald Transportation Svcs   May 2006 - June 2009
Metris Companies  June 2000 - June 2002
CFSI   September 1996 - June 1999

Skills
Legal Research, Legal Writing, Personal Injury, Arbitration, Courts, Licensing, Risk Management, Workers Compensation, Management, Litigation, Negotiation, Civil Litigation, Commercial Litigation, Corporate Law, Mediation, Accounts Receivable, Administrative Law, Insurance Law, Accounts Payable, Accounting, Tax, Corporate Governance, Contract Negotiation, Legal Compliance, Dispute Resolution, Finance, Payroll, Westlaw, Employment Law, Policy, Insurance, Criminal Law, Family Law, Bankruptcy, Legal Assistance, Legal Issues, Wills, Appeals, Trials, Criminal Defense, Constitutional Law, Pleadings

Education
University of Tulsa College of Law   2004 — 2009
Juris Doctorate, Law

University of Tulsa College of Business   2005 — 2009
Juris Doctor, Law

Northeastern State University   2002 — 2004
B.S, Criminal Justice/Business Administration

KARRI WILLIAMS KARRI WILLIAMS Tulsa, Oklahoma Details
KARRI WILLIAMS's CFSI Experience June 1997 - May 1999
Job ACCOUNT REP/COLLECTIONS at Dollar Thrifty Automotive Group
Industry Leisure, Travel & Tourism
Experience
Dollar Thrifty Automotive Group  June 1999 - Present
CFSI   June 1997 - May 1999
Avis Budget Group  March 1991 - March 1999

Skills
Account Management, Sales, Sales Management, Travel Management, Customer Satisfaction, Customer Service, Tourism, Business Travel, Car Rental, Cold Calling, New Business Development, B2B, Sales Process, Customer Retention, Direct Sales

Education
Career Point College   1990 — 1991
Executive Assistant/Executive Secretary

Tulsa Community College   1989 — 1990
Basics

Leah Gregory Leah Gregory Tulsa, Oklahoma Area Details
Leah Gregory's CFSI Experience May 2007 - May 2009
Job
Industry Telecommunications
Experience
Verizon  December 2014 - Present
OKDHS  February 2011 - December 2014
Carl Albert State College  October 2010 - February 2011
Sullivan and Sullivan   August 2010 - February 2011
Housing Solutions Alliance   July 2009 - July 2010
CFSI   May 2007 - May 2009
QualServ Corporation  May 2007 - September 2007
Oklahoma State University  December 2005 - April 2007
Oklahoma Restaurant Supply   March 2004 - November 2005

Skills
Typing, Software Training, Microsoft Office, Tax, Payroll, General Ledger, Budgeting, Accounting, Budgets, Community Outreach, Mas 90, FACS, Hands-on Training, Event Planning, Public Speaking, Policy, Financial Statements, Social Services, Case Managment, Teaching, Fundraising, Analysis, Leadership Development, Organizational..., Training, Research, Higher Education, Microsoft Word, Grants, Microsoft Excel, Volunteer Management, Employee Relations, Conflict Resolution, Resume Writing, Accounts Payable, Career Counseling, Adult Education, Coaching, Leadership, Team Building, Instructional Design, Curriculum Design, Curriculum Development, Program Management, Nonprofits, Student Affairs, Academic Advising, Program Development, Strategic Planning

Education
Northeastern State University   2015 — 2017
Master's degree

Northeastern State University   2007 — 2009
Bachelor of Science

Oklahoma State University   2006 — 2007
Associate of Applied Science

Oklahoma State University   2006 — 2006
Associate of Science

Karoon Panosyan Karoon Panosyan Greater Chicago Area Details
Karoon Panosyan's CFSI Experience April 2011 - August 2011
Job Marketing Automation Consultant at CME Group
Industry Marketing and Advertising
Experience
CME Group  February 2015 - Present
Self-Employed  October 2010 - Present
CME Group - CME Globex   November 2014 - February 2015
CME Group - Futures Institute   August 2014 - November 2014
CME Group  October 2012 - April 2014
MorrisAnderson  March 2012 - October 2012
CFSI   April 2011 - August 2011
Wowzers  May 2011 - July 2011
West, Lane & Schlager Realty Advisors   May 2010 - October 2010
Williams Mullen  May 2008 - May 2010

Skills
Email Marketing, Social Media, Copywriting, Press Releases, Adobe Creative Suite, Microsoft Office, Advertising, Marketing Communications, Salesforce.com, Graphic Design, Digital Marketing, Marketing, Web Design, Dreamweaver, ExactTarget, Proofreading, Public Relations, Editing, QuarkXPress, HTML, Fundraising, HTML + CSS, Layout, Marketo, Teamwork, Time Management, Communication

Education
Boston University Center for Digital Imaging Arts   2008 — 2010
Certificate, Graphic & Web Design

Illinois State University   2000 — 2004
B.A., Public Relations; Minor: Spanish

Jori Wilmoth Jori Wilmoth Greater Chicago Area Details
Jori Wilmoth's CFSI Experience March 2000 - March 2002
Job Project Manager / Dimension Design
Industry Marketing and Advertising
Experience
Dimension Design  July 2011 - Present
Derse  2005 - 2010
Pierce Manufacturing  2002 - 2005
CFSI   March 2000 - March 2002

Skills
Marketing Strategy, Trade Shows

Education
Purdue University   1995 — 1999
BA, French, English

Jeanne Cipollini Jeanne Cipollini Denver, Colorado Details
Jeanne Cipollini's CFSI Experience March 2013 - September 2015
Job Seeking opportunities in Talent Management or Training and Organization Development
Industry Human Resources
Experience
CFSI   March 2013 - September 2015
Aramark  November 2008 - January 2013
Aramark  June 2005 - October 2008
Aramark  August 2002 - April 2005
Sierra Military Health Services  2000 - 2002
Marriott  1995 - 2000
Marriott Management Services  1989 - 1995

Skills
Talent Management, Succession Planning, Training, Leadership, Human Resources, Team Building, Onboarding, Leadership Development, Instructional Design, Employee Relations, Organizational..., Coaching, Performance Management, Program Management, Change Management, Organizational..., Management Consulting, Process Improvement, Emotional Intelligence, Hay Group ECI 360..., On-boarding processes, Management, New Hire Orientations, Employer Branding, HR Consulting, Workshop Facilitation, Team Leadership, Interviews, College Recruiting, Operations Management, Facilitation, 360 Feedback, Performance Improvement, Culture Change, Management Development, Strategy, Training Delivery, Fundraising, Sourcing, Hiring, Personnel Management, Employee Training, Career Development, Executive Coaching, Diversity & Inclusion, MBTI, Staff Development, Employee Engagement

Education
American University
AU/NTL MSOD, Organization Development

Seton Hill University
B.S., Dietetics and Management

Russell Williams Russell Williams Chicago, Illinois Details
Russell Williams's CFSI Experience March 2015 - Present
Job Network Community Manager at CFSI
Industry Financial Services
Experience
CFSI   March 2015 - Present
BluePay, Inc.   April 2011 - March 2015

Skills
Sales, Sales Management, Customer Service, Customer Satisfaction, Sales Presentations, Merchant Accounts, Merchant Card Processing, Salesforce.com, Customer Retention, Account Management, Lead Generation, Sales Operations, B2B, Direct Sales, Marketing, Strategic Partnerships, Strategic Planning, Business Development, Management, Credit Cards

Education
North Park University   2006 — 2010
Bachelor of Arts (BA), Communication and English

Sherri Noel Sherri Noel Orrville, Ohio Details
Sherri Noel's CFSI Experience May 2015 - Present
Job Student at CTU
Industry Accounting
Experience
CFSI   May 2015 - Present
Stay at Home  December 1999 - Present
Midwest Health Services   August 2013 - July 2014
Northside Heating and Cooling   September 1998 - April 2001

Skills
Computer Proficiency, Office Management, Microsoft Office, Microsoft Excel, Microsoft Word, Calculations, Medication..., Documentation, Managed Care, Personal Care

Education
Colorado Technical University   2015 — 2017
Bachelor's Degree In Science of Accounting

Colorado Technical University   2015 — 2017
Accounting

Tom Heck Tom Heck Silverdale, Washington Details
Tom Heck's CFSI Experience May 2015 - Present
Job Projct General Manager at CFSI
Industry Defense & Space
Experience
CFSI   May 2015 - Present
CMSI  June 2012 - May 2015
Town of Manalapan   May 2010 - November 2010
El Dorado County  September 2008 - March 2009
Interwest Consulting Group  May 2005 - November 2007
City of Reno  May 2000 - April 2005
University of Southern California  May 1998 - April 2000
US Air Force  July 1996 - May 1998

Skills
Budgets, Business Process..., Leadership, Management, Construction, Leadership Development, Facilities Management, Community Development, Human Resources, Construction Management, Project Planning, Project Management, Civil Engineering, Process Improvement, Analysis, Contract Negotiation, Program Management, Finance

Education
Pepperdine University   1997 — 1999
Executive MBA, Business Administration

The George Washington University   1987 — 1991
Ed. S., Human Resource Development

Troy University   1985 — 1986
MPA, Public Administration

United States Air Force Academy   1973 — 1977
BS, General Studies: Civil Engr/Math

Karen Rollins Karen Rollins Washington D.C. Metro Area Details
Karen Rollins's CFSI Experience November 1995 - June 1999
Job Project Manager RPO Global Implementation & Technology
Industry Human Resources
Experience
Pontoon Solutions  July 2014 - Present
IBM  October 2010 - July 2014
Askar Corp.   March 2003 - October 2010
Williams Communications  July 2000 - January 2002
WorldCom  June 1999 - July 2000
CFSI   November 1995 - June 1999
ONEOK Credit Union   June 1993 - November 1995
Sunbelt Savings, FSB   August 1988 - December 1989
Multibanc Savings Association   August 1985 - August 1988

Skills
Management, Process Improvement, Business Analysis, Project Management, Finance, Governance, Business Process, SDLC, Vendor Management, Requirements Analysis, Business Process..., Software Project..., Program Management, Project Portfolio..., PMP, Integration, Outsourcing, Risk Management, IT Strategy, Requirements Gathering, Project Delivery, PMO, MS Project, Microsoft Project

Education
Oklahoma State University   1981 — 1985
Bachelor of Science, Management Science and Computer Systems

Nick Swinea Nick Swinea Austin, Texas Area Details
Nick Swinea's CFSI Experience Programmer /AnalystCollins Financial Services Inc2005 - Present
Job CIO at Collins Asset Group, LLC.
Industry Financial Services
Experience
Collins Asset Group, LLC.   January 2013 - Present
CFSI   Programmer /AnalystCollins Financial Services Inc2005 - Present
CFSI   December 2007 - February 2009

Skills
Databases, SQL, .NET, Vendor Management, Portfolio Management, T-SQL, Microsoft SQL Server, SSRS, C#, SharePoint, XML, Call Centers, System Administration

Education
The University of Texas at Austin   2004 — 2010
BS Computer Science, Computer Science

Rebecca Rockey Rebecca Rockey Washington, District Of Columbia Details
Rebecca Rockey's CFSI Experience June 2010 - August 2010
Job Economist at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield (Formerly DTZ)   January 2014 - Present
B Rock Fit, LLC; Gold's Gym International; Fit Bodies, Inc.   September 2006 - Present
Flywheel Sports  March 2015 - Present
Revolve Fitness  December 2012 - January 2015
FI Consulting  July 2013 - December 2013
Congressional Budget Office  October 2010 - June 2013
CFSI   June 2010 - August 2010
Penn State Learning  March 2008 - May 2010
Bates White, LLC/Pennsylvania State University   May 2009 - September 2009
The AIDS Project   September 2002 - January 2009

Skills
Policy Analysis, Research, Data Analysis, Microsoft Office, Financial Analysis, SAS, Stata, Economic Research, Government, Analysis, Proposal Writing, Economics, Policy, Project Planning, VBA, International..., Exercise Design, Motivation, Fitness Instruction, Business Planning, Indoor Cycling, Community Outreach, Program Management, Econometrics, Macroeconomics, Unix, Putty, Qualitative Research, Quantitative Analytics, Statistics, Program Evaluation, International Relations, Statistical Modeling, Quantitative Research, Finance, Financial Modeling, Quality Center, UAT coordination, Intex, Budgets, Valuation, Nonprofits, R, Public Health, Teaching, Health Policy

Education
Johns Hopkins University Advanced Academic Programs   2014 — 2016
Master's Degree

Investment Banking Institute   2012 — 2012

The Graduate School   2011 — 2011

Penn State University   2006 — 2010
BS, BA, BS

Institut catholique de Paris   2009 — 2009

Royal Conservatory of Music   2002 — 2006
Music Theory

Luzdary Giraldo Luzdary Giraldo Fresh Meadows, New York Details
Luzdary Giraldo's CFSI Experience September 2011 - Present
Job Field Researcher at CFSI
Industry Research
Experience
CFSI   September 2011 - Present

Education
Hunter College