CFSI Company
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
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CFSI Employees
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
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
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
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
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
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
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
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
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
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
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
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
CFSI September 2011 - Present
Education
Hunter College