Financial Services Roundtable
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Financial Services Roundtable Employees
Employee
Years
Job
Industry
Chris Stocks Chris Stocks's Financial Services Roundtable Experience June 2013 - August 2013
Job Student at University of North Carolina at Chapel Hill
Industry Financial Services
Experience
Financial Services Roundtable June 2013 - August 2013
Freddie Mac June 2012 - June 2012
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (B.A.)
The London School of Economics and Political Science (LSE) 2014 — 2014
Financial Services Roundtable June 2013 - August 2013
Freddie Mac June 2012 - June 2012
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Arts (B.A.)
The London School of Economics and Political Science (LSE) 2014 — 2014
Francis Creighton Francis Creighton's Financial Services Roundtable Experience 2014 - Present
Job EVP, Government Affairs, Financial Services Roundtable
Industry Government Relations
Experience
Financial Services Roundtable 2014 - Present
U.S. Senator Christopher S. Murphy January 2013 - 2014
U.S. Representative Christopher S. Murphy 2009 - 2013
Mortgage Bankers Association 2003 - 2009
U.S. Representative Steve Israel 2001 - 2003
U.S. Department of Labor 1999 - 2001
U.S. Representative Sam Gejdenson 1995 - 1999
U.S. Senator Daniel Patrick Moynihan 1994 - 1995
Skills
Political Campaigns, Public Policy, Politics, Legislative Relations, Policy Analysis, Legislation, Government, Policy, Political Communication, Grassroots Organizing, Coalitions, Strategic Communications, Media Relations, Public Affairs, Legislative Research, Political Science, Political Consulting, Public Speaking
Education
Georgetown University 1997 — 1999
Master's degree, Public Policy
SUNY Albany 1990 — 1994
Bachelor's degree, Political Science & History
Financial Services Roundtable 2014 - Present
U.S. Senator Christopher S. Murphy January 2013 - 2014
U.S. Representative Christopher S. Murphy 2009 - 2013
Mortgage Bankers Association 2003 - 2009
U.S. Representative Steve Israel 2001 - 2003
U.S. Department of Labor 1999 - 2001
U.S. Representative Sam Gejdenson 1995 - 1999
U.S. Senator Daniel Patrick Moynihan 1994 - 1995
Skills
Political Campaigns, Public Policy, Politics, Legislative Relations, Policy Analysis, Legislation, Government, Policy, Political Communication, Grassroots Organizing, Coalitions, Strategic Communications, Media Relations, Public Affairs, Legislative Research, Political Science, Political Consulting, Public Speaking
Education
Georgetown University 1997 — 1999
Master's degree, Public Policy
SUNY Albany 1990 — 1994
Bachelor's degree, Political Science & History
Nancy Guglielmo Nancy Guglielmo's Financial Services Roundtable Experience September 2012 - Present
Job Vice President – BITS Fraud Reduction Program, Financial Services Roundtable
Industry Financial Services
Experience
Financial Services Roundtable September 2012 - Present
Education
Georgetown University 2013 — 2014
Certificate
Golden Gate University 2008 — 2010
Master of Business Administration (M.B.A.)
Moravian College
Bachelor’s Degree
Financial Services Roundtable September 2012 - Present
Education
Georgetown University 2013 — 2014
Certificate
Golden Gate University 2008 — 2010
Master of Business Administration (M.B.A.)
Moravian College
Bachelor’s Degree
Alex Jacquez Alex Jacquez's Financial Services Roundtable Experience May 2014 - August 2014
Job Confidential Assistant, Office of the Secretary at USDA
Industry Government Administration
Experience
USDA October 2014 - Present
Financial Services Roundtable May 2014 - August 2014
Governor-Elect Terry McAuliffe Inaugural Committee November 2013 - January 2014
Terry McAuliffe for Governor August 2013 - November 2013
Terry McAuliffe for Governor May 2013 - July 2013
Pennsylvania State Representative Bob Freeman's Office January 2013 - May 2013
CJ Lake LLC May 2011 - August 2011
Skills
Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Grassroots Organizing, Editing
Education
Lehigh University 2009 — 2014
Political Science, Senior
USDA October 2014 - Present
Financial Services Roundtable May 2014 - August 2014
Governor-Elect Terry McAuliffe Inaugural Committee November 2013 - January 2014
Terry McAuliffe for Governor August 2013 - November 2013
Terry McAuliffe for Governor May 2013 - July 2013
Pennsylvania State Representative Bob Freeman's Office January 2013 - May 2013
CJ Lake LLC May 2011 - August 2011
Skills
Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Grassroots Organizing, Editing
Education
Lehigh University 2009 — 2014
Political Science, Senior
Isaac Frias Isaac Frias's Financial Services Roundtable Experience August 2014 - December 2014
Job Recent graduate; Experienced professional and researcher
Industry
Experience
Financial Services Roundtable August 2014 - December 2014
University of Texas at Arlington February 2014 - August 2014
Catholic Charities Fort Worth August 2013 - December 2013
Alan Plummer Associates, Inc 2010 - 2011
Education
The University of Texas at Arlington 2011 — 2015
Bachelor's Degree, Political Science & Spanish (double-major)
Financial Services Roundtable August 2014 - December 2014
University of Texas at Arlington February 2014 - August 2014
Catholic Charities Fort Worth August 2013 - December 2013
Alan Plummer Associates, Inc 2010 - 2011
Education
The University of Texas at Arlington 2011 — 2015
Bachelor's Degree, Political Science & Spanish (double-major)
Rosnata Eugene's Financial Services Roundtable Experience May 2013 - August 2013
Job IT Analyst at Raymond James Financial, Inc.
Industry Information Technology and Services
Experience
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial, Inc. May 2015 - Present
Florida Center for Cybersecurity at the University of South Florida November 2014 - Present
University of South Florida Controller's Office October 2013 - October 2014
Florida Senator John Legg January 2014 - May 2014
Financial Services Roundtable May 2013 - August 2013
The Washington Center May 2013 - August 2013
University of South Florida Office of Dean for Students May 2012 - May 2013
Pasco County Sheriff's Office May 2012 - October 2012
Skills
Cyber-security, Cyber Intel, Research, Risk Management, Risk Assessment, Information Security, Computer Security, Firewalls, COBIT, ISO 27001, Decision Making, Data Collection, Fraud, Fraud Detection, Critical Thinking, Public Policy, Criminal Investigations
Education
University of South Florida 2014 — 2016
Master of Science (M.Sc.), Cybersecurity
University of South Florida 2009 — 2014
Bachelor of Arts, Criminology
University of South Florida 2009 — 2013
Bachelor of Arts, Sociology
Raymond James Financial, Inc. August 2015 - Present
Raymond James Financial, Inc. May 2015 - Present
Florida Center for Cybersecurity at the University of South Florida November 2014 - Present
University of South Florida Controller's Office October 2013 - October 2014
Florida Senator John Legg January 2014 - May 2014
Financial Services Roundtable May 2013 - August 2013
The Washington Center May 2013 - August 2013
University of South Florida Office of Dean for Students May 2012 - May 2013
Pasco County Sheriff's Office May 2012 - October 2012
Skills
Cyber-security, Cyber Intel, Research, Risk Management, Risk Assessment, Information Security, Computer Security, Firewalls, COBIT, ISO 27001, Decision Making, Data Collection, Fraud, Fraud Detection, Critical Thinking, Public Policy, Criminal Investigations
Education
University of South Florida 2014 — 2016
Master of Science (M.Sc.), Cybersecurity
University of South Florida 2009 — 2014
Bachelor of Arts, Criminology
University of South Florida 2009 — 2013
Bachelor of Arts, Sociology
Margaret Prior Ryan Margaret Prior Ryan's Financial Services Roundtable Experience June 2002 - May 2005
Job Experienced financial analyst and lean six sigma project manager
Industry Financial Services
Experience
MANN+HUMMEL Group April 2012 - March 2013
Department of Defense, United States Navy November 2008 - June 2011
US Department of Transportation (DOT) July 2008 - November 2008
George Washington University June 2005 - May 2008
Financial Services Roundtable June 2002 - May 2005
Skills
Management, Budgets, Managerial Finance, Data Analysis, Outsourcing, Logistics, Higher Education, Leadership, Analysis, Accounting, Government, Market Research, Program Management
Education
The George Washington University 2005 — 2008
MBA, Finance
Mary Washington College 1998 — 2002
BS, Business and French
MANN+HUMMEL Group April 2012 - March 2013
Department of Defense, United States Navy November 2008 - June 2011
US Department of Transportation (DOT) July 2008 - November 2008
George Washington University June 2005 - May 2008
Financial Services Roundtable June 2002 - May 2005
Skills
Management, Budgets, Managerial Finance, Data Analysis, Outsourcing, Logistics, Higher Education, Leadership, Analysis, Accounting, Government, Market Research, Program Management
Education
The George Washington University 2005 — 2008
MBA, Finance
Mary Washington College 1998 — 2002
BS, Business and French
Adam Tohn Adam Tohn's Financial Services Roundtable Experience April 2015 - Present
Job Housing Policy Council Intern at Financial Services Roundtable
Industry Government Administration
Experience
Financial Services Roundtable April 2015 - Present
Office of Military and Veteran Student Services January 2014 - December 2014
United States Senate June 2013 - December 2013
American Enterprise Institute January 2013 - May 2013
National Security Agency August 2011 - December 2011
Skills
Microsoft Office, Customer Service, Research, Public Speaking, Government, International Relations, Analysis, Defense, Policy Analysis, Editing, Politics, Microsoft Excel, Policy, Microsoft Word, Data Analysis, Public Policy
Education
The George Washington University 2013 — 2016
Elliott School of International Affairs, International Economics and Mathematics, Senior
United States Military Academy at West Point 2010 — 2012
Financial Services Roundtable April 2015 - Present
Office of Military and Veteran Student Services January 2014 - December 2014
United States Senate June 2013 - December 2013
American Enterprise Institute January 2013 - May 2013
National Security Agency August 2011 - December 2011
Skills
Microsoft Office, Customer Service, Research, Public Speaking, Government, International Relations, Analysis, Defense, Policy Analysis, Editing, Politics, Microsoft Excel, Policy, Microsoft Word, Data Analysis, Public Policy
Education
The George Washington University 2013 — 2016
Elliott School of International Affairs, International Economics and Mathematics, Senior
United States Military Academy at West Point 2010 — 2012
Eric Hoplin Eric Hoplin's Financial Services Roundtable Experience January 2014 - Present
Job Executive Director at Financial Services Roundtable
Industry Financial Services
Experience
Financial Services Roundtable January 2014 - Present
The Financial Services Roundtable March 2013 - December 2013
Booz Allen Hamilton July 2009 - March 2013
Republican Party of Minnesota June 2005 - June 2007
College Republican National Committee June 2001 - June 2005
Skills
Wargaming, Strategic Simulations, Analytics, Strategic Communications, Change Management, War Planning, Cleared Professional, Security Clearance, International Relations, Public Speaking, Public Policy, Program Management, Management Consulting, MBA, Large Group Facilitation, Defense Contracting, Proposal Writing, Internal Communications, Fundraising, Workshop Facilitation, Government, Policy, Strategy, Leadership
Education
Columbia University - School of International and Public Affairs 2007 — 2009
Master of International Affairs, Management & International Security Policy
Georgetown University - The McDonough School of Business 2012 — 2012
Certificate, Change Management Advanced Practitioner
Augsburg College 2006 — 2007
MBA
St. Olaf College 1997 — 2001
BA, Communication & Political Science
Financial Services Roundtable January 2014 - Present
The Financial Services Roundtable March 2013 - December 2013
Booz Allen Hamilton July 2009 - March 2013
Republican Party of Minnesota June 2005 - June 2007
College Republican National Committee June 2001 - June 2005
Skills
Wargaming, Strategic Simulations, Analytics, Strategic Communications, Change Management, War Planning, Cleared Professional, Security Clearance, International Relations, Public Speaking, Public Policy, Program Management, Management Consulting, MBA, Large Group Facilitation, Defense Contracting, Proposal Writing, Internal Communications, Fundraising, Workshop Facilitation, Government, Policy, Strategy, Leadership
Education
Columbia University - School of International and Public Affairs 2007 — 2009
Master of International Affairs, Management & International Security Policy
Georgetown University - The McDonough School of Business 2012 — 2012
Certificate, Change Management Advanced Practitioner
Augsburg College 2006 — 2007
MBA
St. Olaf College 1997 — 2001
BA, Communication & Political Science
Jake Seaboch's Financial Services Roundtable Experience September 2014 - December 2014
Job Contractor with the Department of Defense
Industry International Affairs
Experience
United States Department of Defense May 2015 - Present
Command Consulting Group January 2015 - May 2015
Financial Services Roundtable September 2014 - December 2014
The Embassy of Afghanistan January 2012 - April 2012
U.S. House of Representatives January 2011 - April 2011
Montclair State University, Summer Literacy July 2009 - August 2010
Office of Congressman Bill Pascrell, Jr. September 2009 - June 2010
Watchung Deli September 2008 - November 2008
Skills
International Relations, U.S. foreign policy, European politics, Research, PowerPoint, Social Networking, Art History, Defense Policy, Politics, History, Creativity, Photoshop, Bitcoin, Geography, Internet Research, Microsoft Word, Government, Financial Planning, Leadership, Global Markets, Microsoft Office, Outlook, Twitter, Policy Analysis, Editing, Public Policy, Mac OS, Windows
Education
American University 2010 — 2014
Bachelor of Arts (B.A.), International Studies
Glen Ridge High School 2006 — 2010
United States Department of Defense May 2015 - Present
Command Consulting Group January 2015 - May 2015
Financial Services Roundtable September 2014 - December 2014
The Embassy of Afghanistan January 2012 - April 2012
U.S. House of Representatives January 2011 - April 2011
Montclair State University, Summer Literacy July 2009 - August 2010
Office of Congressman Bill Pascrell, Jr. September 2009 - June 2010
Watchung Deli September 2008 - November 2008
Skills
International Relations, U.S. foreign policy, European politics, Research, PowerPoint, Social Networking, Art History, Defense Policy, Politics, History, Creativity, Photoshop, Bitcoin, Geography, Internet Research, Microsoft Word, Government, Financial Planning, Leadership, Global Markets, Microsoft Office, Outlook, Twitter, Policy Analysis, Editing, Public Policy, Mac OS, Windows
Education
American University 2010 — 2014
Bachelor of Arts (B.A.), International Studies
Glen Ridge High School 2006 — 2010
Cameron Hill's Financial Services Roundtable Experience May 2014 - August 2014
Job Account Representative at Precoa
Industry Insurance
Experience
Precoa June 2015 - Present
American Enterprise Institute July 2014 - May 2015
Brigham Young University Marketing Association April 2014 - May 2015
BYU Political Affairs Society/Pi Sigma Alpha April 2014 - April 2015
Financial Services Roundtable May 2014 - August 2014
Brigham Young University August 2013 - May 2014
Marriott School of Management April 2013 - April 2014
Brigham Young University April 2012 - January 2014
RCP Strategic Consulting January 2013 - March 2013
Romney for President September 2012 - November 2012
Skills
Public Speaking, Leadership, Sales, Teaching, Marketing, Social Media, Event Planning, Team Building, Entrepreneurship, Project Management, Microsoft Excel, Organization, Advertising, Public Policy, Politics, Leadership Development, Sales Management
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Business Management- Entreprenuership & Marketing; Minor in Political Science
Precoa June 2015 - Present
American Enterprise Institute July 2014 - May 2015
Brigham Young University Marketing Association April 2014 - May 2015
BYU Political Affairs Society/Pi Sigma Alpha April 2014 - April 2015
Financial Services Roundtable May 2014 - August 2014
Brigham Young University August 2013 - May 2014
Marriott School of Management April 2013 - April 2014
Brigham Young University April 2012 - January 2014
RCP Strategic Consulting January 2013 - March 2013
Romney for President September 2012 - November 2012
Skills
Public Speaking, Leadership, Sales, Teaching, Marketing, Social Media, Event Planning, Team Building, Entrepreneurship, Project Management, Microsoft Excel, Organization, Advertising, Public Policy, Politics, Leadership Development, Sales Management
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Business Management- Entreprenuership & Marketing; Minor in Political Science
Tonnie Wybensinger's Financial Services Roundtable Experience May 2014 - Present
Job Vice President Government Affairs at Financial Services Roundtable
Industry Government Administration
Experience
Financial Services Roundtable May 2014 - Present
Office of U.S. Senator Pat Toomey June 2013 - Present
Investment Company Institute September 2010 - June 2013
National Republican Congressional Committee September 2012 - September 2012
Office of Congressman Blaine Luetkemeyer January 2009 - December 2010
National Republican Congressional Committee September 2010 - September 2010
Office of Congressman Tom Feeney January 2007 - January 2009
Office of Congressman Tom Feeney July 2003 - December 2006
National Republican Congressional Committee September 2006 - November 2006
Office of Congressman Pat Toomey April 2002 - July 2003
Skills
Legislative Relations, Government, Policy, Public Policy, Policy Analysis, Legislation, Politics, Political Campaigns, Strategic Communications, Political Consulting, Public Affairs, Coalitions, Legislative Research, Speech Writing, Political Science, Reputation Management, Organizational..., Message Development, Coaching, Marketing Strategy, Business Strategy, Thought Leadership, Organizational..., Coaching & Mentoring
Education
The Ohio State University 1996 — 2000
Bachelor of Arts (BA)
Dartmouth College - The Tuck School of Business at Dartmouth
Strategic Reputation Management Program
Management Strategy Institute
Certified Change Management Specialist
Financial Services Roundtable May 2014 - Present
Office of U.S. Senator Pat Toomey June 2013 - Present
Investment Company Institute September 2010 - June 2013
National Republican Congressional Committee September 2012 - September 2012
Office of Congressman Blaine Luetkemeyer January 2009 - December 2010
National Republican Congressional Committee September 2010 - September 2010
Office of Congressman Tom Feeney January 2007 - January 2009
Office of Congressman Tom Feeney July 2003 - December 2006
National Republican Congressional Committee September 2006 - November 2006
Office of Congressman Pat Toomey April 2002 - July 2003
Skills
Legislative Relations, Government, Policy, Public Policy, Policy Analysis, Legislation, Politics, Political Campaigns, Strategic Communications, Political Consulting, Public Affairs, Coalitions, Legislative Research, Speech Writing, Political Science, Reputation Management, Organizational..., Message Development, Coaching, Marketing Strategy, Business Strategy, Thought Leadership, Organizational..., Coaching & Mentoring
Education
The Ohio State University 1996 — 2000
Bachelor of Arts (BA)
Dartmouth College - The Tuck School of Business at Dartmouth
Strategic Reputation Management Program
Management Strategy Institute
Certified Change Management Specialist
Brittany Felder Brittany Felder's Financial Services Roundtable Experience January 2012 - May 2012
Job Law Clerk at Vuono & Gray, LLC
Industry
Experience
University of Pittsburgh School of Law August 2014 - Present
Bootay, Bevington & Nichols LLC June 2013 - May 2015
Committee to Elect Mark Tranquilli for Judge January 2013 - May 2013
Financial Services Roundtable January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, PowerPoint, Social Media, Event Planning, Customer Service, Fundraising, Editing, Legal Research, Legal Writing, Negotiation
Education
University of Pittsburgh School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Pittsburgh 2010 — 2014
Bachelor's Degree, Sociology, Politics-Philosophy
University of Pittsburgh School of Law August 2014 - Present
Bootay, Bevington & Nichols LLC June 2013 - May 2015
Committee to Elect Mark Tranquilli for Judge January 2013 - May 2013
Financial Services Roundtable January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, PowerPoint, Social Media, Event Planning, Customer Service, Fundraising, Editing, Legal Research, Legal Writing, Negotiation
Education
University of Pittsburgh School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Pittsburgh 2010 — 2014
Bachelor's Degree, Sociology, Politics-Philosophy
Steve Bartlett Steve Bartlett's Financial Services Roundtable Experience 1999 - December 2012
Job Senior Advisor, Treliant Risk Advisors
Industry Financial Services
Experience
Treliant Risk Advisors September 2013 - Present
Treliant Risk Advisors September 2013 - Present
Homeownership Preservation Foundation May 2015 - Present
Alexander Proudfoot October 2012 - Present
Ares Capital Corporation October 2012 - Present
National Association of Corporate Directors 1995 - Present
Financial Services Roundtable 1999 - December 2012
BIPAC January 2000 - November 2012
Easter Seals September 2005 - September 2012
Centene Corporation 2004 - 2010
Skills
Leadership, Non-profits, Legislative Relations, Corporate Governance, Politics, Corporate Law, Legislation, Strategy, Financial Services, Healthcare, Energy, Nonprofits, Banking, Executive Management, Government, Policy, Mergers & Acquisitions, Analysis, Finance, Business Development, Program Management, Public Policy, Policy Analysis, Strategic Communications, Corporate Finance, Governance, Management Consulting, Public Affairs, International Relations, Economics, Strategic Planning, Media Relations, Crisis Communications, Fundraising, Risk Management, Political Campaigns, Grassroots Organizing, Corporate Social...
Education
The University of Texas at Austin 1967 — 1971
BA, Government
Treliant Risk Advisors September 2013 - Present
Treliant Risk Advisors September 2013 - Present
Homeownership Preservation Foundation May 2015 - Present
Alexander Proudfoot October 2012 - Present
Ares Capital Corporation October 2012 - Present
National Association of Corporate Directors 1995 - Present
Financial Services Roundtable 1999 - December 2012
BIPAC January 2000 - November 2012
Easter Seals September 2005 - September 2012
Centene Corporation 2004 - 2010
Skills
Leadership, Non-profits, Legislative Relations, Corporate Governance, Politics, Corporate Law, Legislation, Strategy, Financial Services, Healthcare, Energy, Nonprofits, Banking, Executive Management, Government, Policy, Mergers & Acquisitions, Analysis, Finance, Business Development, Program Management, Public Policy, Policy Analysis, Strategic Communications, Corporate Finance, Governance, Management Consulting, Public Affairs, International Relations, Economics, Strategic Planning, Media Relations, Crisis Communications, Fundraising, Risk Management, Political Campaigns, Grassroots Organizing, Corporate Social...
Education
The University of Texas at Austin 1967 — 1971
BA, Government
Georgette (Perros) Sierra Georgette (Perros) Sierra's Financial Services Roundtable Experience April 2014 - Present
Job VP of Government Affairs for Lending and Leasing at Financial Services Roundtable
Industry Financial Services
Experience
Financial Services Roundtable April 2014 - Present
U.S. House of Representatives October 2013 - April 2014
US House of Representatives January 2013 - October 2013
US House of Representatives January 2011 - January 2013
US House of Representatives January 2009 - January 2011
Grant Thornton LLP September 2007 - May 2008
USAA January 2001 - September 2007
US House of Representatives June 1999 - December 2000
Skills
Financial Services, Legislative Policy, Governmental Affairs, Congressional Affairs, Legislative Affairs, Political Communication
Education
James Madison University 1996 — 1999
BA, Political Science
Financial Services Roundtable April 2014 - Present
U.S. House of Representatives October 2013 - April 2014
US House of Representatives January 2013 - October 2013
US House of Representatives January 2011 - January 2013
US House of Representatives January 2009 - January 2011
Grant Thornton LLP September 2007 - May 2008
USAA January 2001 - September 2007
US House of Representatives June 1999 - December 2000
Skills
Financial Services, Legislative Policy, Governmental Affairs, Congressional Affairs, Legislative Affairs, Political Communication
Education
James Madison University 1996 — 1999
BA, Political Science
Josh Cooper Josh Cooper's Financial Services Roundtable Experience June 2012 - August 2012
Job Investment Banking Analyst at Eastdil Secured
Industry Investment Banking
Experience
Eastdil Secured July 2015 - Present
Eastdil Secured June 2014 - August 2014
U.S. Senator Mark Warner July 2013 - August 2013
United States Senator Robert P. Casey, Jr. May 2013 - July 2013
Financial Services Roundtable June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Real Estate, Mergers & Acquisitions, Leadership, Microsoft Office, Investment Banking
Education
University of Virginia 2012 — 2015
Bachelor of Arts (B.A.), Economics
University of Richmond 2011 — 2012
Langley High School 2007 — 2011
Eastdil Secured July 2015 - Present
Eastdil Secured June 2014 - August 2014
U.S. Senator Mark Warner July 2013 - August 2013
United States Senator Robert P. Casey, Jr. May 2013 - July 2013
Financial Services Roundtable June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Real Estate, Mergers & Acquisitions, Leadership, Microsoft Office, Investment Banking
Education
University of Virginia 2012 — 2015
Bachelor of Arts (B.A.), Economics
University of Richmond 2011 — 2012
Langley High School 2007 — 2011
Brendan Kihn Brendan Kihn's Financial Services Roundtable Experience January 2014 - June 2014
Job Policy Analyst at Falcon Capital Advisors
Industry Financial Services
Experience
Falcon Capital Advisors LLC November 2014 - Present
Advocates for Insurance Modernization June 2014 - October 2014
Financial Services Roundtable January 2014 - June 2014
General Dynamics Advanced Information Systems September 2013 - June 2014
Robinson & Cole LLP January 2013 - June 2013
Quinnipiac University School of Law Tax Clinic January 2013 - May 2013
Yale University June 2012 - November 2012
City of New Haven December 2011 - May 2012
Maya Law August 2011 - May 2012
Wayne State University Law School May 2011 - September 2011
Skills
Legal Research, Legal Writing, Public Policy, Westlaw, Policy Analysis, Legislative Research, Politics, Governmental Affairs, Federal Government..., Regulatory Affairs, Intellectual Property, Tax Law, Corporate Governance, Business Transactions, Courts, Lexis, Contract Law, Property & Casualty..., Insurance, Legislative Affairs, Legislative Relations, Policy, Legislation, Housing Finance, Mortgage Banking, Mortgage Servicing, Mortgage Insurance, Research, Microsoft Excel, LexisNexis, Microsoft Office
Education
Quinnipiac University School of Law 2010 — 2013
Doctor of Law (JD), Concentration in Tax
University of Michigan 2006 — 2009
Bachelor of Arts, History, Political Science minor
Falcon Capital Advisors LLC November 2014 - Present
Advocates for Insurance Modernization June 2014 - October 2014
Financial Services Roundtable January 2014 - June 2014
General Dynamics Advanced Information Systems September 2013 - June 2014
Robinson & Cole LLP January 2013 - June 2013
Quinnipiac University School of Law Tax Clinic January 2013 - May 2013
Yale University June 2012 - November 2012
City of New Haven December 2011 - May 2012
Maya Law August 2011 - May 2012
Wayne State University Law School May 2011 - September 2011
Skills
Legal Research, Legal Writing, Public Policy, Westlaw, Policy Analysis, Legislative Research, Politics, Governmental Affairs, Federal Government..., Regulatory Affairs, Intellectual Property, Tax Law, Corporate Governance, Business Transactions, Courts, Lexis, Contract Law, Property & Casualty..., Insurance, Legislative Affairs, Legislative Relations, Policy, Legislation, Housing Finance, Mortgage Banking, Mortgage Servicing, Mortgage Insurance, Research, Microsoft Excel, LexisNexis, Microsoft Office
Education
Quinnipiac University School of Law 2010 — 2013
Doctor of Law (JD), Concentration in Tax
University of Michigan 2006 — 2009
Bachelor of Arts, History, Political Science minor
Scott G. Stewart's Financial Services Roundtable Experience March 2014 - Present
Job Director of Membership and Operations at Financial Services Roundtable
Industry Financial Services
Experience
Financial Services Roundtable March 2014 - Present
fTLD Registry Services June 2014 - Present
Financial Services Roundtable March 2014 - July 2014
Archway Insurance Brokers, LLC April 2010 - February 2014
Harding & Shelton August 2010 - May 2011
Shell Oil Company 2006 - 2010
Department of the Interior 2005 - 2006
Bush-Cheney '04 2004 - 2004
The Leadership Institute 2003 - 2003
College Republican National Committee 1999 - 2003
Skills
Political Campaigns, Politics, Government, Community Outreach, Grassroots Organizing, Leadership, Organizational..., Fundraising, Public Policy, Public Speaking, Program Management, Strategic Communications, Policy, Stakeholder Engagement, Insurance, Press Releases, Strategy, Analysis, Event Planning, Crisis Communications, Management, Structured Finance, Finance
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA
Yale University 1995 — 1998
BA, History
Financial Services Roundtable March 2014 - Present
fTLD Registry Services June 2014 - Present
Financial Services Roundtable March 2014 - July 2014
Archway Insurance Brokers, LLC April 2010 - February 2014
Harding & Shelton August 2010 - May 2011
Shell Oil Company 2006 - 2010
Department of the Interior 2005 - 2006
Bush-Cheney '04 2004 - 2004
The Leadership Institute 2003 - 2003
College Republican National Committee 1999 - 2003
Skills
Political Campaigns, Politics, Government, Community Outreach, Grassroots Organizing, Leadership, Organizational..., Fundraising, Public Policy, Public Speaking, Program Management, Strategic Communications, Policy, Stakeholder Engagement, Insurance, Press Releases, Strategy, Analysis, Event Planning, Crisis Communications, Management, Structured Finance, Finance
Education
University of Denver - Daniels College of Business 2006 — 2008
MBA
Yale University 1995 — 1998
BA, History
Jim Pitts's Financial Services Roundtable Experience 2010 - Present
Job Project Management Office at the Financial Services Roundtable
Industry Financial Services
Experience
Financial Services Roundtable 2010 - Present
FSTC January 2008 - March 2010
EDS July 1988 - November 2005
Skills
Payments, Risk Management, Banking, Program Management, Vendor Management, Mobile Payments, Strategic Planning, Enterprise Architecture, Process Improvement, Financial Services, Security, Management Consulting, Payment Systems, Change Management, Thought Leadership
Education
Southern Methodist University - Cox School of Business 1975 — 1977
BBA
Financial Services Roundtable 2010 - Present
FSTC January 2008 - March 2010
EDS July 1988 - November 2005
Skills
Payments, Risk Management, Banking, Program Management, Vendor Management, Mobile Payments, Strategic Planning, Enterprise Architecture, Process Improvement, Financial Services, Security, Management Consulting, Payment Systems, Change Management, Thought Leadership
Education
Southern Methodist University - Cox School of Business 1975 — 1977
BBA
Jaime Garcia De Paredes's Financial Services Roundtable Experience August 2015 - Present
Job Student Attorney at Janet R. Spragens Federal Tax Clinic Washington College of Law
Industry Legal Services
Experience
Financial Services Roundtable August 2015 - Present
Janet R. Spragens Federal Tax Clinic - Washington College of Law August 2015 - Present
Office of the Attorney General for the District of Columbia May 2015 - Present
American University Washington College of Law May 2014 - Present
Thompson Hine LLP January 2015 - May 2015
American University Washington College of Law April 2014 - August 2014
Obront Law Firm December 2013 - May 2014
Executive Office of the Governor for the State of Florida August 2012 - May 2013
Florida Public Interest Research Group January 2012 - May 2012
Skills
Policy, Research, Auditing, Legal Research, Legal Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, LexisNexis, Westlaw, Public Speaking, Telephone Skills, Data Entry, Marketing, Interviews, Editing, Spanish, Policy Analysis, Community Outreach, Social Media, Public Policy, Event Planning, Nonprofits, Civil Litigation, Legal Assistance, Customer Service
Education
American University Washington College of Law 2013 — 2016
Doctor of Law (JD), Business/Commerce, General
Florida State University 2010 — 2013
Bachelor's degree (double major), B.S. Sociology; B.A. History
Financial Services Roundtable August 2015 - Present
Janet R. Spragens Federal Tax Clinic - Washington College of Law August 2015 - Present
Office of the Attorney General for the District of Columbia May 2015 - Present
American University Washington College of Law May 2014 - Present
Thompson Hine LLP January 2015 - May 2015
American University Washington College of Law April 2014 - August 2014
Obront Law Firm December 2013 - May 2014
Executive Office of the Governor for the State of Florida August 2012 - May 2013
Florida Public Interest Research Group January 2012 - May 2012
Skills
Policy, Research, Auditing, Legal Research, Legal Writing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, LexisNexis, Westlaw, Public Speaking, Telephone Skills, Data Entry, Marketing, Interviews, Editing, Spanish, Policy Analysis, Community Outreach, Social Media, Public Policy, Event Planning, Nonprofits, Civil Litigation, Legal Assistance, Customer Service
Education
American University Washington College of Law 2013 — 2016
Doctor of Law (JD), Business/Commerce, General
Florida State University 2010 — 2013
Bachelor's degree (double major), B.S. Sociology; B.A. History
Mary Catherine Bitter Mary Catherine Bitter's Financial Services Roundtable Experience May 2015 - August 2015
Job BBA in Marketing | GW Career Ambassador | Interests in Communications, Editing, and Science Writing
Industry Marketing and Advertising
Experience
The George Washington University Center for Career Services August 2013 - Present
Financial Services Roundtable May 2015 - August 2015
NASA - National Aeronautics and Space Administration September 2014 - May 2015
NASA - National Aeronautics and Space Administration May 2014 - August 2014
Alliance Française de Milwaukee May 2013 - August 2013
Jumpstart September 2012 - April 2013
Skills
Teamwork, Customer Service, Microsoft Office, Public Speaking, Public Relations, Leadership, Social Media, Microsoft Word, Research, French, Communication, STEM Education
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (BBA), Marketing
Sciences Po 2014 — 2014
The George Washington University Center for Career Services August 2013 - Present
Financial Services Roundtable May 2015 - August 2015
NASA - National Aeronautics and Space Administration September 2014 - May 2015
NASA - National Aeronautics and Space Administration May 2014 - August 2014
Alliance Française de Milwaukee May 2013 - August 2013
Jumpstart September 2012 - April 2013
Skills
Teamwork, Customer Service, Microsoft Office, Public Speaking, Public Relations, Leadership, Social Media, Microsoft Word, Research, French, Communication, STEM Education
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (BBA), Marketing
Sciences Po 2014 — 2014
Carole Richmond Carole Richmond's Financial Services Roundtable Experience January 2014 - January 2015
Job Executive Assistant at U.S. House of Representatives
Industry Financial Services
Experience
U.S. House of Representatives January 2015 - Present
Financial Services Roundtable January 2014 - January 2015
U.S. House of Representatives May 2012 - January 2014
State of Texas July 1998 - May 2012
Taylor Co District Attorney June 1988 - May 1992
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Internet, Windows, Mathematics, Social Media, Social Networking, Web Services, Secretarial Skills, Office Management, Front Office, Photography, Management, Legislative Relations, Legal Assistance, Legislative Issues, Organization, Spanish, Project Coordination, Project Management, Teaching, Policy, Government, Research
Education
McMurry University 1989 — 1993
Bachelor of Arts (B.A.), Philosophy
U.S. House of Representatives January 2015 - Present
Financial Services Roundtable January 2014 - January 2015
U.S. House of Representatives May 2012 - January 2014
State of Texas July 1998 - May 2012
Taylor Co District Attorney June 1988 - May 1992
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Internet, Windows, Mathematics, Social Media, Social Networking, Web Services, Secretarial Skills, Office Management, Front Office, Photography, Management, Legislative Relations, Legal Assistance, Legislative Issues, Organization, Spanish, Project Coordination, Project Management, Teaching, Policy, Government, Research
Education
McMurry University 1989 — 1993
Bachelor of Arts (B.A.), Philosophy
J. Matthew Wheeler's Financial Services Roundtable Experience June 2014 - July 2014
Job ARGroup Cloud and IT Services
Industry Information Technology and Services
Experience
ARGroup - Cloud and IT Services July 2014 - Present
Financial Services Roundtable June 2014 - July 2014
Great American Restaurants May 2012 - June 2014
Patriot Computers September 2010 - May 2012
Camelot Community Club May 2011 - August 2011
Skills
Leadership, Team Leadership, Customer Service, Sales, Hospitality, Coaching, Restaurants, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Time Management, Inventory Management, Management, Event Planning, Servers, Windows Server
Education
George Mason University 2009 — 2014
Bachelor's Degree, Business Management
ARGroup - Cloud and IT Services July 2014 - Present
Financial Services Roundtable June 2014 - July 2014
Great American Restaurants May 2012 - June 2014
Patriot Computers September 2010 - May 2012
Camelot Community Club May 2011 - August 2011
Skills
Leadership, Team Leadership, Customer Service, Sales, Hospitality, Coaching, Restaurants, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Time Management, Inventory Management, Management, Event Planning, Servers, Windows Server
Education
George Mason University 2009 — 2014
Bachelor's Degree, Business Management
Christine McGrath Christine McGrath's Financial Services Roundtable Experience May 2009 - August 2009
Job Juris Doctor
Industry Law Practice
Experience
Bronx County District Attorney's Office September 2014 - Present
Miami-Dade State Attorney's Office January 2014 - April 2014
Miami-Dade State Attorney's Office May 2013 - July 2013
University of Miami Children and Youth Law Clinic August 2012 - May 2013
The Elventh Judicial Circuit of Florida May 2012 - August 2012
Carriage House Day Care April 2001 - August 2011
Russell Morin Fine Catering May 2010 - July 2011
Rhode Island Superior Court May 2010 - July 2010
Financial Services Roundtable May 2009 - August 2009
Cranston Parks and Recreation May 2007 - August 2008
Education
University of Miami School of Law 2011 — 2014
Juris Doctor
University of Connecticut 2007 — 2011
Bachelor of Arts (BA), Political Science and Government
Bronx County District Attorney's Office September 2014 - Present
Miami-Dade State Attorney's Office January 2014 - April 2014
Miami-Dade State Attorney's Office May 2013 - July 2013
University of Miami Children and Youth Law Clinic August 2012 - May 2013
The Elventh Judicial Circuit of Florida May 2012 - August 2012
Carriage House Day Care April 2001 - August 2011
Russell Morin Fine Catering May 2010 - July 2011
Rhode Island Superior Court May 2010 - July 2010
Financial Services Roundtable May 2009 - August 2009
Cranston Parks and Recreation May 2007 - August 2008
Education
University of Miami School of Law 2011 — 2014
Juris Doctor
University of Connecticut 2007 — 2011
Bachelor of Arts (BA), Political Science and Government
Michael Versace's Financial Services Roundtable Experience July 2007 - June 2009
Job Digital Strategy, Global Research at IDC
Industry Financial Services
Experience
IDC July 2015 - Present
IDC Financial Insights October 2010 - June 2015
The Wikibon Project June 2009 - October 2010
ISSA 2007 - 2010
Financial Services Roundtable July 2007 - June 2009
Attunity January 2008 - July 2008
Fidelity Investments May 2005 - May 2007
Accredited Standards Committee X9, Inc. - Financial Industry Standards 1985 - 2007
NEC Corporation May 2003 - May 2005
ZEFER May 2000 - May 2003
Skills
Research, Business Development, Treasury Management, Core Banking, Financial Services, Risk Management, Management Consulting, Program Management, Strategy, Management, Financial Risk, Product Management, Security, Start-ups, Leadership, E-commerce, Business Process, Business Strategy, Executive Management, Professional Services, Project Management, Business Analysis, Enterprise Risk..., CRM, Banking, Information Security, Market Research, Consulting, IT Strategy, Analytics, New Business Development
Education
Bentley University 1975 — 1979
Bachelor’s Degree
IDC July 2015 - Present
IDC Financial Insights October 2010 - June 2015
The Wikibon Project June 2009 - October 2010
ISSA 2007 - 2010
Financial Services Roundtable July 2007 - June 2009
Attunity January 2008 - July 2008
Fidelity Investments May 2005 - May 2007
Accredited Standards Committee X9, Inc. - Financial Industry Standards 1985 - 2007
NEC Corporation May 2003 - May 2005
ZEFER May 2000 - May 2003
Skills
Research, Business Development, Treasury Management, Core Banking, Financial Services, Risk Management, Management Consulting, Program Management, Strategy, Management, Financial Risk, Product Management, Security, Start-ups, Leadership, E-commerce, Business Process, Business Strategy, Executive Management, Professional Services, Project Management, Business Analysis, Enterprise Risk..., CRM, Banking, Information Security, Market Research, Consulting, IT Strategy, Analytics, New Business Development
Education
Bentley University 1975 — 1979
Bachelor’s Degree
Maya Jessica Williams's Financial Services Roundtable Experience August 2015 - October 2015
Job Director of Marketing at Federal Circuit Bar Association
Industry Government Relations
Experience
Financial Services Roundtable August 2015 - October 2015
Randstad 2015 - 2015
Randstad 2015 - 2015
Mobius Consulting - LLC June 2014 - September 2014
Greystar February 2014 - August 2014
UniqueSoft January 2014 - May 2014
A.T. Kearney August 2013 - December 2013
Independent Contractor September 2011 - August 2013
Skills
Social Media, Public Speaking, Fundraising, Entrepreneurship, Event Planning, Leadership, Microsoft Office, Marketing, Management, Networking, Customer Service, Consulting, Program Management, Business, Negotiation, Economics, Recruiting, Community Organizing, Youth Mentoring, Photoshop, Fitness, SPSS, Graphic Design, Marketing Strategy, Quality Management, Writing, Problem Solving, Nutrition, Types 70 WPM, Multi-tasking Skills, Spokesperson, Marketing Communications, Product Marketing, Email Marketing, Adobe, C++
Education
Howard University 2013 — 2016
Master of Business Administration (M.B.A.), Management Information Systems, General
Spelman College 2007 — 2011
Bachelor of Arts (B.A.), Economics
North Brunswick Township High School 2003 — 2007
High School Diploma
Financial Services Roundtable August 2015 - October 2015
Randstad 2015 - 2015
Randstad 2015 - 2015
Mobius Consulting - LLC June 2014 - September 2014
Greystar February 2014 - August 2014
UniqueSoft January 2014 - May 2014
A.T. Kearney August 2013 - December 2013
Independent Contractor September 2011 - August 2013
Skills
Social Media, Public Speaking, Fundraising, Entrepreneurship, Event Planning, Leadership, Microsoft Office, Marketing, Management, Networking, Customer Service, Consulting, Program Management, Business, Negotiation, Economics, Recruiting, Community Organizing, Youth Mentoring, Photoshop, Fitness, SPSS, Graphic Design, Marketing Strategy, Quality Management, Writing, Problem Solving, Nutrition, Types 70 WPM, Multi-tasking Skills, Spokesperson, Marketing Communications, Product Marketing, Email Marketing, Adobe, C++
Education
Howard University 2013 — 2016
Master of Business Administration (M.B.A.), Management Information Systems, General
Spelman College 2007 — 2011
Bachelor of Arts (B.A.), Economics
North Brunswick Township High School 2003 — 2007
High School Diploma
Vanessa Salinas's Financial Services Roundtable Experience January 2013 - April 2013
Job Infrastructure Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture March 2015 - Present
University of Houston August 2014 - December 2014
Williams May 2014 - August 2014
Access Sciences January 2014 - May 2014
The Global Edge Consultants September 2013 - January 2014
Financial Services Roundtable January 2013 - April 2013
Partnership for a Secure Financial Future January 2013 - April 2013
University of Houston January 2013 - April 2013
University of Houston July 2012 - October 2012
Skills
Leadership, Java, Time Management, HTML, Public Speaking, Microsoft Office, Sales, SharePoint, VBScript, JavaScript, MySQL, CSS, XML, Database Administration, ArcGIS, Microsoft Servers, Web Development, iPhone Application..., SCADA, Linux, Business Valuation, Management Consulting, Strategic Consulting, Project Management, Financial Data..., Divestitures
Education
University of Houston, C.T. Bauer College of Business 2010 — 2014
Management Information Systems (Magna Cum Laude 3.7 GPA), Senior
Atascocita High School 2006 — 2010
Distinguished Degree with collegiate hours and Honors
Accenture March 2015 - Present
University of Houston August 2014 - December 2014
Williams May 2014 - August 2014
Access Sciences January 2014 - May 2014
The Global Edge Consultants September 2013 - January 2014
Financial Services Roundtable January 2013 - April 2013
Partnership for a Secure Financial Future January 2013 - April 2013
University of Houston January 2013 - April 2013
University of Houston July 2012 - October 2012
Skills
Leadership, Java, Time Management, HTML, Public Speaking, Microsoft Office, Sales, SharePoint, VBScript, JavaScript, MySQL, CSS, XML, Database Administration, ArcGIS, Microsoft Servers, Web Development, iPhone Application..., SCADA, Linux, Business Valuation, Management Consulting, Strategic Consulting, Project Management, Financial Data..., Divestitures
Education
University of Houston, C.T. Bauer College of Business 2010 — 2014
Management Information Systems (Magna Cum Laude 3.7 GPA), Senior
Atascocita High School 2006 — 2010
Distinguished Degree with collegiate hours and Honors
Su Ah Kim's Financial Services Roundtable Experience August 2014 - May 2015
Job Jr. Analyst at Treliant Risk Advisors
Industry Financial Services
Experience
Treliant Risk Advisors August 2015 - Present
Treliant Risk Advisors June 2015 - August 2015
Financial Services Roundtable August 2014 - May 2015
Financial Services Roundtable May 2014 - August 2014
GW Snap Challenge Initiative August 2013 - January 2014
Skills
Leadership, Microsoft Office, Event Planning, Event Management, Member Relations, Oral Communication, Skilled Multi-tasker, Written Communication, iMIS, Member Development, Microsoft Excel, Social Networking, Customer Service, Public Speaking, PowerPoint, Research
Education
The George Washington University 2012 — 2016
Bachelor's Degree, Economics
West Windsor- Plainsboro High School South 2008 — 2012
Treliant Risk Advisors August 2015 - Present
Treliant Risk Advisors June 2015 - August 2015
Financial Services Roundtable August 2014 - May 2015
Financial Services Roundtable May 2014 - August 2014
GW Snap Challenge Initiative August 2013 - January 2014
Skills
Leadership, Microsoft Office, Event Planning, Event Management, Member Relations, Oral Communication, Skilled Multi-tasker, Written Communication, iMIS, Member Development, Microsoft Excel, Social Networking, Customer Service, Public Speaking, PowerPoint, Research
Education
The George Washington University 2012 — 2016
Bachelor's Degree, Economics
West Windsor- Plainsboro High School South 2008 — 2012
Jason Kratovil Jason Kratovil's Financial Services Roundtable Experience April 2014 - Present
Job Vice President of Government Affairs for Payments at Financial Services Roundtable
Industry Government Relations
Experience
Financial Services Roundtable April 2014 - Present
American Bankers Association February 2013 - April 2014
ICBA March 2007 - February 2013
Office of US Congressman Steven C. LaTourette (OH-14) 2001 - 2007
Hill and Knowlton June 2001 - 2002
Dell July 2000 - 2001
Skills
Legislative Relations, Grassroots Organizing, Policy, Legislation, Strategy, Leadership, Government, Public Policy, Policy Analysis, International Relations, Politics, Federal Government, Media Relations
Education
George Mason University 2004 — 2007
MPP, Economic and Trade Policy
Miami University 1996 — 2000
BA, Speech Communication and Political science
Financial Services Roundtable April 2014 - Present
American Bankers Association February 2013 - April 2014
ICBA March 2007 - February 2013
Office of US Congressman Steven C. LaTourette (OH-14) 2001 - 2007
Hill and Knowlton June 2001 - 2002
Dell July 2000 - 2001
Skills
Legislative Relations, Grassroots Organizing, Policy, Legislation, Strategy, Leadership, Government, Public Policy, Policy Analysis, International Relations, Politics, Federal Government, Media Relations
Education
George Mason University 2004 — 2007
MPP, Economic and Trade Policy
Miami University 1996 — 2000
BA, Speech Communication and Political science
William Council's Financial Services Roundtable Experience January 2015 - May 2015
Job Intern at Congressman Patrick Mc Henry
Industry Government Relations
Experience
Congressman Patrick Mc Henry September 2015 - Present
Milken Institute June 2015 - August 2015
Financial Services Roundtable January 2015 - May 2015
Micah Edmond For Congress July 2014 - November 2014
Ramapo Country Day Camp May 2013 - August 2013
Jon Huntsman F January 2011 - June 2012
Education
American University 2013 — 2015
Political Science and Government, Senior
Congressman Patrick Mc Henry September 2015 - Present
Milken Institute June 2015 - August 2015
Financial Services Roundtable January 2015 - May 2015
Micah Edmond For Congress July 2014 - November 2014
Ramapo Country Day Camp May 2013 - August 2013
Jon Huntsman F January 2011 - June 2012
Education
American University 2013 — 2015
Political Science and Government, Senior
Anne Davey's Financial Services Roundtable Experience May 2015 - August 2015
Job Senior Poli Sci & International Business undergrad seeking a career at the intersection of business and politics
Industry Political Organization
Experience
Kappa Delta Sorority November 2014 - Present
Island Reo Realty and North Fork Realty Group December 2013 - Present
High Point University March 2014 - Present
Financial Services Roundtable May 2015 - August 2015
North Carolina Republican Party June 2014 - December 2014
U.S. House of Representatives May 2014 - August 2014
Forcome Co., Ltd. May 2014 - August 2014
North Fork Restaurant Group 2011 - 2014
Town of Southold 2011 - 2013
Skills
Leadership, Public Speaking, Political Science, Social Media, International Relations, Politics, Organization, Conflict Resolution, International Business, Spanish, French, Writing, Social Networking, Customer Service, Journalism, Pre-Law, Arabic, Editing, InDesign, Management, Facebook, Communication, PowerPoint, Cold Calling, Microsoft Office, Event Planning, Microsoft Word, Research, Public Relations, Fundraising, Teamwork, Photoshop, Community Outreach, Policy, Legislative Relations, Twitter, Analysis, Policy Analysis, Public Policy
Education
High Point University 2012 — 2016
Bachelor of Arts (BA), Political Science and Government, Minors in Global Commerce and Finance, cumulative 3.8 GPA
Southold High School 2008 — 2012
Kappa Delta Sorority November 2014 - Present
Island Reo Realty and North Fork Realty Group December 2013 - Present
High Point University March 2014 - Present
Financial Services Roundtable May 2015 - August 2015
North Carolina Republican Party June 2014 - December 2014
U.S. House of Representatives May 2014 - August 2014
Forcome Co., Ltd. May 2014 - August 2014
North Fork Restaurant Group 2011 - 2014
Town of Southold 2011 - 2013
Skills
Leadership, Public Speaking, Political Science, Social Media, International Relations, Politics, Organization, Conflict Resolution, International Business, Spanish, French, Writing, Social Networking, Customer Service, Journalism, Pre-Law, Arabic, Editing, InDesign, Management, Facebook, Communication, PowerPoint, Cold Calling, Microsoft Office, Event Planning, Microsoft Word, Research, Public Relations, Fundraising, Teamwork, Photoshop, Community Outreach, Policy, Legislative Relations, Twitter, Analysis, Policy Analysis, Public Policy
Education
High Point University 2012 — 2016
Bachelor of Arts (BA), Political Science and Government, Minors in Global Commerce and Finance, cumulative 3.8 GPA
Southold High School 2008 — 2012
Carly Buchanan Carly Buchanan's Financial Services Roundtable Experience September 2014 - May 2015
Job Account Coordinator at W2 Communications
Industry Public Relations and Communications
Experience
W2 Communications May 2015 - Present
Financial Services Roundtable September 2014 - May 2015
HerCampus September 2012 - May 2015
Walch Education May 2014 - August 2014
Falmouth Pediatric Dentistry June 2011 - August 2014
eSchool News January 2014 - May 2014
The George Washington University Office of Summer and Special Programs June 2013 - August 2013
Green Connections Radio January 2013 - July 2013
For Love of Children October 2011 - April 2013
The Kappa Chapter of Phi Sigma Sigma January 2011 - December 2012
Skills
Editing, Spanish, Event Planning, Research, Facebook, Social Media Marketing, Creative Writing, Teamwork, Teaching, Newsletters, Writing, HTML, Web Analytics, Twitter, Reporting, AP Style, Tutoring, French, Microsoft Office, Social Media
Education
The George Washington University 2011 — 2015
Bachelor of Arts (BA), Journalism and Mass Communication
La Universidad Autónoma de Madrid
Spanish Language and Culture
W2 Communications May 2015 - Present
Financial Services Roundtable September 2014 - May 2015
HerCampus September 2012 - May 2015
Walch Education May 2014 - August 2014
Falmouth Pediatric Dentistry June 2011 - August 2014
eSchool News January 2014 - May 2014
The George Washington University Office of Summer and Special Programs June 2013 - August 2013
Green Connections Radio January 2013 - July 2013
For Love of Children October 2011 - April 2013
The Kappa Chapter of Phi Sigma Sigma January 2011 - December 2012
Skills
Editing, Spanish, Event Planning, Research, Facebook, Social Media Marketing, Creative Writing, Teamwork, Teaching, Newsletters, Writing, HTML, Web Analytics, Twitter, Reporting, AP Style, Tutoring, French, Microsoft Office, Social Media
Education
The George Washington University 2011 — 2015
Bachelor of Arts (BA), Journalism and Mass Communication
La Universidad Autónoma de Madrid
Spanish Language and Culture
Maria Silverberg's Financial Services Roundtable Experience May 2015 - August 2015
Job Trade & Industry Analyst Intern at Department of Commerce
Industry Information Technology and Services
Experience
Department of Commerce August 2015 - Present
Financial Services Roundtable May 2015 - August 2015
Euro London Appointments November 2014 - December 2014
Nissa Jewelry August 2013 - December 2013
American Eagle Outfitters April 2011 - August 2013
Skills
Microsoft Office, Microsoft Word, Social Media, PowerPoint, Time Management, Facebook, Microsoft Excel, Organization Skills, Social Skills, Leadership, Project Management, Retail Sales, Social Media Marketing, Online Research, Team Building, Team Leadership, Childcare, Public Speaking, Research, Teamwork, Fundraising, Event Management
Education
American University 2012 — 2016
Bachelor of Business Administration (B.B.A.), International Business and Information Systems & Technology
Council Rock High School North 2009 — 2012
Department of Commerce August 2015 - Present
Financial Services Roundtable May 2015 - August 2015
Euro London Appointments November 2014 - December 2014
Nissa Jewelry August 2013 - December 2013
American Eagle Outfitters April 2011 - August 2013
Skills
Microsoft Office, Microsoft Word, Social Media, PowerPoint, Time Management, Facebook, Microsoft Excel, Organization Skills, Social Skills, Leadership, Project Management, Retail Sales, Social Media Marketing, Online Research, Team Building, Team Leadership, Childcare, Public Speaking, Research, Teamwork, Fundraising, Event Management
Education
American University 2012 — 2016
Bachelor of Business Administration (B.B.A.), International Business and Information Systems & Technology
Council Rock High School North 2009 — 2012
Roxane Schneider, CFE's Financial Services Roundtable Experience May 2015 - Present
Job Director, Fraud Risk at Financial Services Roundtable
Industry Financial Services
Experience
Financial Services Roundtable May 2015 - Present
Education
Utica College 2013 — 2015
Master of Science (MS) Economic Crime Management, Fraud Risk Management/Financial Crimes
University of Central Florida 2006 — 2010
Bachelor of Arts (BA), Political Science - Prelaw Track, Mass Communication Minor
Financial Services Roundtable May 2015 - Present
Education
Utica College 2013 — 2015
Master of Science (MS) Economic Crime Management, Fraud Risk Management/Financial Crimes
University of Central Florida 2006 — 2010
Bachelor of Arts (BA), Political Science - Prelaw Track, Mass Communication Minor
Anne Wallace Anne Wallace's Financial Services Roundtable Experience June 2004 - January 2015
Job Commissioner / President
Industry Nonprofit Organization Management
Experience
Advisory Neighborhood Commission January 2015 - Present
Identity Theft Assistance Corporation 2004 - Present
Financial Services Roundtable June 2004 - January 2015
Alston & Bird LLP 2000 - 2002
KMPG Consulting 1997 - 2000
Arnold & Porter 1989 - 1992
Federal Reserve Board 1973 - 1979
Skills
Corporate Governance, Customer Experience, Risk Management, Leadership, Public Relations, Policy, Strategic Planning, Management, Financial Services, Public Policy, Privacy Law, Consulting
Education
Boston University School of Law 1970 — 1973
JD
Fordham University 1966 — 1970
BA, English
Advisory Neighborhood Commission January 2015 - Present
Identity Theft Assistance Corporation 2004 - Present
Financial Services Roundtable June 2004 - January 2015
Alston & Bird LLP 2000 - 2002
KMPG Consulting 1997 - 2000
Arnold & Porter 1989 - 1992
Federal Reserve Board 1973 - 1979
Skills
Corporate Governance, Customer Experience, Risk Management, Leadership, Public Relations, Policy, Strategic Planning, Management, Financial Services, Public Policy, Privacy Law, Consulting
Education
Boston University School of Law 1970 — 1973
JD
Fordham University 1966 — 1970
BA, English
Jill Hoffman's Financial Services Roundtable Experience June 2015 - Present
Job Vice President, Government Affairs for Investment Management at Financial Services Roundtable
Industry Government Relations
Experience
Financial Services Roundtable June 2015 - Present
NAIFA January 2006 - June 2015
ACLI 2003 - 2006
Aflac 2001 - 2003
United States Senator John Breaux 1999 - 2001
Skills
PowerPoint, Social Media, Consensus Building, Oral & Written..., Membership, Grassroots Organizing, Fundraising, Presentations, Lobbying, Political Strategy, Public Speaking, Public Affairs, Public Relations, Government, Policy, Legislative Relations, Employee Benefits, Politics, Life Insurance, Insurance, Strategic Communications, Strategy, Association Management, Program Management, Press Releases, Retirement, Political Campaigns, Public Policy, Policy Analysis, Media Relations, Blogging, Legislation, Coalitions, Grassroots
Education
Louisiana State University 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Financial Services Roundtable June 2015 - Present
NAIFA January 2006 - June 2015
ACLI 2003 - 2006
Aflac 2001 - 2003
United States Senator John Breaux 1999 - 2001
Skills
PowerPoint, Social Media, Consensus Building, Oral & Written..., Membership, Grassroots Organizing, Fundraising, Presentations, Lobbying, Political Strategy, Public Speaking, Public Affairs, Public Relations, Government, Policy, Legislative Relations, Employee Benefits, Politics, Life Insurance, Insurance, Strategic Communications, Strategy, Association Management, Program Management, Press Releases, Retirement, Political Campaigns, Public Policy, Policy Analysis, Media Relations, Blogging, Legislation, Coalitions, Grassroots
Education
Louisiana State University 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Sara Elizabeth Kerrigan Sara Elizabeth Kerrigan's Financial Services Roundtable Experience January 2013 - May 2013
Job Public Policy Manager at United Way Worldwide
Industry Public Policy
Experience
United Way Worldwide January 2015 - Present
Kay Hagan for U.S. Senate July 2014 - November 2014
APEC Voices of the Future 2013 October 2013 - October 2013
U.S. House of Representatives June 2013 - July 2013
Financial Services Roundtable January 2013 - May 2013
United Way Worldwide June 2011 - August 2011
Skills
Public Policy, Federal Government..., Community Outreach, Nonprofits, Political Campaigns, Child Advocacy, Health Advocacy, Event Planning, Legislative Relations, Policy, Community Organizing, Legislation
Education
Furman University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government, 12
Furman University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
United Way Worldwide January 2015 - Present
Kay Hagan for U.S. Senate July 2014 - November 2014
APEC Voices of the Future 2013 October 2013 - October 2013
U.S. House of Representatives June 2013 - July 2013
Financial Services Roundtable January 2013 - May 2013
United Way Worldwide June 2011 - August 2011
Skills
Public Policy, Federal Government..., Community Outreach, Nonprofits, Political Campaigns, Child Advocacy, Health Advocacy, Event Planning, Legislative Relations, Policy, Community Organizing, Legislation
Education
Furman University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government, 12
Furman University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Marshall Bornemann's Financial Services Roundtable Experience August 2015 - Present
Job Membership and Operations Intern at Financial Services Roundtable
Industry Political Organization
Experience
Financial Services Roundtable August 2015 - Present
U.S. House of Representatives January 2015 - May 2015
Americans for Tax Reform August 2011 - December 2011
National Republican Congressional Committee June 2011 - August 2011
Eagle Publishing July 2010 - March 2011
Vermont Energy Partnership December 2009 - July 2010
Skills
Government, Politics, Social Media, Quantitative Research, Energy Policy, Project Management, Microsoft Excel, Microsoft Office, Editing, Public Relations, Public Speaking, International Relations, Grassroots Fundraising, Data Analysis, Legislative Affairs, Nuclear Energy, Energy Industry, Healthcare, Strategic Planning, Opposition Research, Microsoft Word, Research, International Business
Education
American University 2012 — 2014
Bachelor's Degree, International Relations and Affairs
Financial Services Roundtable August 2015 - Present
U.S. House of Representatives January 2015 - May 2015
Americans for Tax Reform August 2011 - December 2011
National Republican Congressional Committee June 2011 - August 2011
Eagle Publishing July 2010 - March 2011
Vermont Energy Partnership December 2009 - July 2010
Skills
Government, Politics, Social Media, Quantitative Research, Energy Policy, Project Management, Microsoft Excel, Microsoft Office, Editing, Public Relations, Public Speaking, International Relations, Grassroots Fundraising, Data Analysis, Legislative Affairs, Nuclear Energy, Energy Industry, Healthcare, Strategic Planning, Opposition Research, Microsoft Word, Research, International Business
Education
American University 2012 — 2014
Bachelor's Degree, International Relations and Affairs
Monika Olszanska's Financial Services Roundtable Experience September 2015 - Present
Job Intern at Financial Services Roundtable
Industry Financial Services
Experience
Financial Services Roundtable September 2015 - Present
Belmont Bank and Trust July 2015 - August 2015
Belmont Bank and Trust December 2014 - February 2015
Belmont Bank and Trust May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Leadership, Time Management, Data Analysis, Analysis, Teaching, Statistics, Banking, Matlab, Access, Finance
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's degree, Economics
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's degree, Energy, Environment, and Natural Resources
Financial Services Roundtable September 2015 - Present
Belmont Bank and Trust July 2015 - August 2015
Belmont Bank and Trust December 2014 - February 2015
Belmont Bank and Trust May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Leadership, Time Management, Data Analysis, Analysis, Teaching, Statistics, Banking, Matlab, Access, Finance
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's degree, Economics
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's degree, Energy, Environment, and Natural Resources
Scott Talbott Scott Talbott's Financial Services Roundtable Experience January 2012 - November 2013
Job SVP Government Relations at Electronic Transactions Association
Industry Financial Services
Experience
Electronic Transactions Association February 2014 - Present
Financial Services Roundtable January 2012 - November 2013
FSR May 2008 - May 2012
FSR May 2011 - January 2012
FSR January 2005 - May 2011
FSR January 1999 - December 2004
FSR January 1994 - December 1998
Skills
Customer Service, Risk Management, Strategic Planning, Project Management, Business Analysis, Management, PowerPoint, Business Strategy, Change Management, Process Improvement, Portfolio Management, Financial Modeling, Sales, Legislative Affairs, Financial Services, Policy, Public Policy, Public Speaking, Government, Strategic Communications, Policy Analysis, Politics, Leadership, Fundraising, Finance, Grassroots, Political Campaigns, Legislation, Strategy, Public Relations, Coalitions, Public Affairs, Legislative Relations, Nonprofits, Media Relations, International Relations, Banking, Social Media
Education
George Mason University School of Law 1995 — 1999
Doctor of Law (JD)
Georgetown University - The McDonough School of Business 1988 — 1990
BS, Accounting and Finance
Villanova University 1986 — 1988
NA, Accounting
Electronic Transactions Association February 2014 - Present
Financial Services Roundtable January 2012 - November 2013
FSR May 2008 - May 2012
FSR May 2011 - January 2012
FSR January 2005 - May 2011
FSR January 1999 - December 2004
FSR January 1994 - December 1998
Skills
Customer Service, Risk Management, Strategic Planning, Project Management, Business Analysis, Management, PowerPoint, Business Strategy, Change Management, Process Improvement, Portfolio Management, Financial Modeling, Sales, Legislative Affairs, Financial Services, Policy, Public Policy, Public Speaking, Government, Strategic Communications, Policy Analysis, Politics, Leadership, Fundraising, Finance, Grassroots, Political Campaigns, Legislation, Strategy, Public Relations, Coalitions, Public Affairs, Legislative Relations, Nonprofits, Media Relations, International Relations, Banking, Social Media
Education
George Mason University School of Law 1995 — 1999
Doctor of Law (JD)
Georgetown University - The McDonough School of Business 1988 — 1990
BS, Accounting and Finance
Villanova University 1986 — 1988
NA, Accounting
David Nelligan's Financial Services Roundtable Experience February 2009 - May 2009
Job Customer Operations Trainer at New Balance
Industry Marketing and Advertising
Experience
New Balance January 2015 - Present
New Balance June 2014 - January 2015
New Balance July 2012 - June 2014
Providence Media April 2011 - November 2012
Double Helix Interactive Media Group August 2011 - December 2011
Indiana Girl Productions August 2010 - February 2011
ESPN X Games July 2010 - August 2010
Financial Services Roundtable February 2009 - May 2009
Skills
Event Planning, Social Media Marketing, Public Relations, Blogging, PowerPoint, Research, Marketing, SEO, Facebook, Press Releases
Education
Bryant University 2006 — 2010
B.S. Business Administration, Major: Marketing - Minor: Communication
New Balance January 2015 - Present
New Balance June 2014 - January 2015
New Balance July 2012 - June 2014
Providence Media April 2011 - November 2012
Double Helix Interactive Media Group August 2011 - December 2011
Indiana Girl Productions August 2010 - February 2011
ESPN X Games July 2010 - August 2010
Financial Services Roundtable February 2009 - May 2009
Skills
Event Planning, Social Media Marketing, Public Relations, Blogging, PowerPoint, Research, Marketing, SEO, Facebook, Press Releases
Education
Bryant University 2006 — 2010
B.S. Business Administration, Major: Marketing - Minor: Communication
Saat Alety Saat Alety's Financial Services Roundtable Experience May 2013 - May 2014
Job Communications Director for U.S. Rep. Ed Royce (CA39), MBA Candidate at Georgetown University
Industry Legislative Office
Experience
U.S. Representative Ed Royce (CA-39) May 2014 - Present
Financial Services Roundtable May 2013 - May 2014
Romney for President June 2012 - December 2012
U.S. Representative Judy Biggert (IL-13) September 2010 - June 2012
Skills
Intranet Quorum, Public Policy, Social Media, Political Campaigns, Policy Analysis, Research, Constituent Services, Politics, Marketing Communications, Community Outreach, Political Communication, Legislative Research, Fundraising, Public Speaking, Legislative Relations, Political Science, Political Consulting, Coalitions, Grassroots Organizing, Legislation, Legislative Affairs, Public Affairs, Speech Writing, Message Development, Governmental Affairs, Crisis Communications, Strategic Communications, Media Relations, International Relations, Press Releases, Public Relations, Grassroots
Education
Georgetown University - The McDonough School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Loyola University of Chicago 2006 — 2010
Bachelor of Science (B.S.)
U.S. Representative Ed Royce (CA-39) May 2014 - Present
Financial Services Roundtable May 2013 - May 2014
Romney for President June 2012 - December 2012
U.S. Representative Judy Biggert (IL-13) September 2010 - June 2012
Skills
Intranet Quorum, Public Policy, Social Media, Political Campaigns, Policy Analysis, Research, Constituent Services, Politics, Marketing Communications, Community Outreach, Political Communication, Legislative Research, Fundraising, Public Speaking, Legislative Relations, Political Science, Political Consulting, Coalitions, Grassroots Organizing, Legislation, Legislative Affairs, Public Affairs, Speech Writing, Message Development, Governmental Affairs, Crisis Communications, Strategic Communications, Media Relations, International Relations, Press Releases, Public Relations, Grassroots
Education
Georgetown University - The McDonough School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Loyola University of Chicago 2006 — 2010
Bachelor of Science (B.S.)
Shannon Finney's Financial Services Roundtable Experience 2005 - 2006
Job Owner, Shannon Finney Photography
Industry Photography
Experience
Shannon Finney Photography 2006 - Present
Washington, DC Area Tau Kappa Epsilon Alumni Association 2002 - Present
Financial Services Roundtable 2005 - 2006
U.S. Senate Radio and Television Correspondents Gallery 2003 - 2005
WMAL Radio 2002 - 2003
Democratic National Committee 2002 - 2002
WGMS Radio 1998 - 2002
U.S. Department of Housing and Urban Development 1996 - 1998
Skills
Corporate event..., Weddings, Fine Art, Portraits, Street Photography, Photography, Bar and Bat Mitzvah..., On Location, Photojournalism, Travel Photography, Wedding Photography, Senior Portraits, Event Photography, Fashion Photography, Portrait Photography, Headshots, Babies, Blogging, Press Releases, Speech Writing, Photos, Media Relations, Publications, Business Strategy, Digital Photography, Public Relations, Entrepreneurship, Magazines, Editorial, Creative Direction, Lifestyle Photography, Broadcast, Family Photography, Editorial Photography, Landscape Photography, Videography, Architectural..., Documentaries, Environmental..., Wildlife Photography, Wedding Photojournalism, Public Speaking
Education
Boston University 1993 — 1996
Masters, Theology
Randolph-Macon College 1989 — 1993
B.A., Religion
Regina High School 1985 — 1989
Diploma, College Prepatory
Regina High School
High school diploma, College/University Preparatory and Advanced High School
Shannon Finney Photography 2006 - Present
Washington, DC Area Tau Kappa Epsilon Alumni Association 2002 - Present
Financial Services Roundtable 2005 - 2006
U.S. Senate Radio and Television Correspondents Gallery 2003 - 2005
WMAL Radio 2002 - 2003
Democratic National Committee 2002 - 2002
WGMS Radio 1998 - 2002
U.S. Department of Housing and Urban Development 1996 - 1998
Skills
Corporate event..., Weddings, Fine Art, Portraits, Street Photography, Photography, Bar and Bat Mitzvah..., On Location, Photojournalism, Travel Photography, Wedding Photography, Senior Portraits, Event Photography, Fashion Photography, Portrait Photography, Headshots, Babies, Blogging, Press Releases, Speech Writing, Photos, Media Relations, Publications, Business Strategy, Digital Photography, Public Relations, Entrepreneurship, Magazines, Editorial, Creative Direction, Lifestyle Photography, Broadcast, Family Photography, Editorial Photography, Landscape Photography, Videography, Architectural..., Documentaries, Environmental..., Wildlife Photography, Wedding Photojournalism, Public Speaking
Education
Boston University 1993 — 1996
Masters, Theology
Randolph-Macon College 1989 — 1993
B.A., Religion
Regina High School 1985 — 1989
Diploma, College Prepatory
Regina High School
High school diploma, College/University Preparatory and Advanced High School
Diana Wodder's Financial Services Roundtable Experience October 1994 - October 2000
Job Dr. Scholl's Marketing at ScheringPlough
Industry Consumer Goods
Experience
Bayer Healthcare Exec. AdminMerck Consumer Care2009 - Present
Merck Consumer Care June 2001 - Present
Schering-Plough Healthcare 2001 - 2009
Financial Services Roundtable October 1994 - October 2000
Savings and Community Bankers of America October 1992 - October 1994
security pacific bank in CA. June 1980 - May 1992
Skills
Pharmaceutical Industry, Marketing, Leadership, Strategic Planning, Product Launch, Market Analysis, Marketing Strategy, Cross-functional Team..., Project Management, Process Improvement
Education
Old Dominion University 1972 — 1978
BS, psychology
North Hunterdon Regional High School
Bayer Healthcare Exec. AdminMerck Consumer Care2009 - Present
Merck Consumer Care June 2001 - Present
Schering-Plough Healthcare 2001 - 2009
Financial Services Roundtable October 1994 - October 2000
Savings and Community Bankers of America October 1992 - October 1994
security pacific bank in CA. June 1980 - May 1992
Skills
Pharmaceutical Industry, Marketing, Leadership, Strategic Planning, Product Launch, Market Analysis, Marketing Strategy, Cross-functional Team..., Project Management, Process Improvement
Education
Old Dominion University 1972 — 1978
BS, psychology
North Hunterdon Regional High School
Peter Yazbak's Financial Services Roundtable Experience June 2009 - August 2009
Job Office of the Commissioner at Connecticut Department of Transportation
Industry Government Administration
Experience
Connecticut Department of Transportation January 2015 - Present
Office of Dannel P. Malloy March 2013 - January 2015
U.S. House of Representatives September 2009 - March 2013
Financial Services Roundtable June 2009 - August 2009
Skills
Public Speaking, Nonprofits, Event Planning, Social Media, Community Outreach, Microsoft Office, Program Development, Government, Politics, Public Policy, Strategic Communications, Public Relations, Media Relations, Policy Analysis, Grassroots Organizing, Political Campaigns, Fundraising
Education
Southern Connecticut State University 2007 — 2009
Bachelor of Science (B.S.), Major: Political Science and Government; Minor: Business Management
Connecticut Department of Transportation January 2015 - Present
Office of Dannel P. Malloy March 2013 - January 2015
U.S. House of Representatives September 2009 - March 2013
Financial Services Roundtable June 2009 - August 2009
Skills
Public Speaking, Nonprofits, Event Planning, Social Media, Community Outreach, Microsoft Office, Program Development, Government, Politics, Public Policy, Strategic Communications, Public Relations, Media Relations, Policy Analysis, Grassroots Organizing, Political Campaigns, Fundraising
Education
Southern Connecticut State University 2007 — 2009
Bachelor of Science (B.S.), Major: Political Science and Government; Minor: Business Management
Matthew Furman's Financial Services Roundtable Experience January 2012 - December 2012
Job Project Manager at NYC Dept. of Housing Preservation and Development
Industry Architecture & Planning
Experience
NYC Dept. of Housing Preservation and Development June 2015 - Present
NeighborWorks America June 2014 - September 2014
Financial Services Roundtable January 2012 - December 2012
Education
Harvard University Graduate School of Design 2013 — 2015
Master in Urban Planning
Clark University 2009 — 2013
BA, Political Science, summa cum laude
NYC Dept. of Housing Preservation and Development June 2015 - Present
NeighborWorks America June 2014 - September 2014
Financial Services Roundtable January 2012 - December 2012
Education
Harvard University Graduate School of Design 2013 — 2015
Master in Urban Planning
Clark University 2009 — 2013
BA, Political Science, summa cum laude
Andre' Cotten's Financial Services Roundtable Experience January 2015 - August 2015
Job Senior Associate at PwC
Industry Law Practice
Experience
PwC September 2015 - Present
Financial Services Roundtable January 2015 - August 2015
Podesta Group August 2014 - January 2015
U.S. House of Representatives January 2014 - May 2014
NAACP June 2013 - August 2013
State of Mississippi Attorney General's Office July 2012 - August 2012
Mississippi Secretary of State May 2012 - July 2012
AmeriCorps VISTA July 2010 - July 2011
Office of Sustainability- University of Mississippi January 2010 - May 2010
Center for American Progress June 2009 - August 2009
Skills
Grant Writing, Community Outreach, Public Policy, Program Development, Research, Policy Analysis, Legal Research, Legal Writing, Legislative Relations, Politics, Political Campaigns, Financial Services, Public Speaking
Education
University of Mississippi School of Law 2011 — 2014
Juris Doctrate
University of Mississippi 2006 — 2010
BA, Public Policy, English
PwC September 2015 - Present
Financial Services Roundtable January 2015 - August 2015
Podesta Group August 2014 - January 2015
U.S. House of Representatives January 2014 - May 2014
NAACP June 2013 - August 2013
State of Mississippi Attorney General's Office July 2012 - August 2012
Mississippi Secretary of State May 2012 - July 2012
AmeriCorps VISTA July 2010 - July 2011
Office of Sustainability- University of Mississippi January 2010 - May 2010
Center for American Progress June 2009 - August 2009
Skills
Grant Writing, Community Outreach, Public Policy, Program Development, Research, Policy Analysis, Legal Research, Legal Writing, Legislative Relations, Politics, Political Campaigns, Financial Services, Public Speaking
Education
University of Mississippi School of Law 2011 — 2014
Juris Doctrate
University of Mississippi 2006 — 2010
BA, Public Policy, English
Blake Grimm's Financial Services Roundtable Experience December 2006 - December 2010
Job Experienced iMis Database Manager, IT Professional, and Seasoned Membership Manager
Industry Information Technology and Services
Experience
National Association of Bond Lawyers February 2014 - Present
The Financial Services Roundtable April 2010 - December 2013
Financial Services Roundtable December 2006 - December 2010
Financial Services Roundtable April 2005 - December 2006
American Society of Pension Professionals and Actuaries June 2000 - May 2004
Skills
Government, Technical Leadership, Technical Support, Information Technology, Technology, Network Administration, Network Security, Member Relations, Membership Development, Membership, Public Policy, Networking, Grassroots Organizing, Security, Servers, Project Management, Public Speaking, Social Media, Databases, Leadership, Event Planning, Management, Social Media Marketing, Strategic Planning, Social Networking, Integration, CRM, Customer Service, Public Relations, Event Management
Education
Radford University 1995 — 2000
Bachelor of Science
National Association of Bond Lawyers February 2014 - Present
The Financial Services Roundtable April 2010 - December 2013
Financial Services Roundtable December 2006 - December 2010
Financial Services Roundtable April 2005 - December 2006
American Society of Pension Professionals and Actuaries June 2000 - May 2004
Skills
Government, Technical Leadership, Technical Support, Information Technology, Technology, Network Administration, Network Security, Member Relations, Membership Development, Membership, Public Policy, Networking, Grassroots Organizing, Security, Servers, Project Management, Public Speaking, Social Media, Databases, Leadership, Event Planning, Management, Social Media Marketing, Strategic Planning, Social Networking, Integration, CRM, Customer Service, Public Relations, Event Management
Education
Radford University 1995 — 2000
Bachelor of Science
Richard A. Marquez's Financial Services Roundtable Experience June 2015 - September 2015
Job Law Clerk at McBee Strategic Consulting
Industry Legal Services
Experience
McBee Strategic Consulting September 2015 - Present
Financial Services Roundtable June 2015 - September 2015
United States Senate, Judiciary Committee for Senator Feinstein January 2015 - May 2015
The Raben Group August 2014 - October 2014
US Department of Homeland Security, Office of Civil Rights and Civil Liberties May 2014 - August 2014
LawMedia Group January 2014 - April 2014
U.S. House of Representatives, Committee on Oversight and Government Reform, Democratic Staff September 2013 - December 2013
U.S. House of Representatives, Office of Congressman Lloyd Doggett May 2013 - August 2013
Focused Advocacy August 2011 - December 2011
Texas House of Representatives September 2009 - December 2009
Skills
Politics, Public Policy, Policy Analysis, Political Campaigns, Research, Public Speaking, Microsoft Office, Legislative Relations, Social Media, Government, PowerPoint, Westlaw, Lexis, Writing, Legal Research, Legislative Research, Legal Issues, Policy, Legal Writing, Editing
Education
American University, Washington College of Law 2012 — 2015
Doctor of Law (J.D.)
The University of Texas at Austin 2006 — 2011
Bachelor's degree, Political Science and Government (B.A.), Communication Studies(B.S)
McBee Strategic Consulting September 2015 - Present
Financial Services Roundtable June 2015 - September 2015
United States Senate, Judiciary Committee for Senator Feinstein January 2015 - May 2015
The Raben Group August 2014 - October 2014
US Department of Homeland Security, Office of Civil Rights and Civil Liberties May 2014 - August 2014
LawMedia Group January 2014 - April 2014
U.S. House of Representatives, Committee on Oversight and Government Reform, Democratic Staff September 2013 - December 2013
U.S. House of Representatives, Office of Congressman Lloyd Doggett May 2013 - August 2013
Focused Advocacy August 2011 - December 2011
Texas House of Representatives September 2009 - December 2009
Skills
Politics, Public Policy, Policy Analysis, Political Campaigns, Research, Public Speaking, Microsoft Office, Legislative Relations, Social Media, Government, PowerPoint, Westlaw, Lexis, Writing, Legal Research, Legislative Research, Legal Issues, Policy, Legal Writing, Editing
Education
American University, Washington College of Law 2012 — 2015
Doctor of Law (J.D.)
The University of Texas at Austin 2006 — 2011
Bachelor's degree, Political Science and Government (B.A.), Communication Studies(B.S)
Brittany Felder's Financial Services Roundtable Experience January 2012 - May 2012
Job Legal Intern at Bootay, Bevington & Nichols LLC.
Industry Legal Services
Experience
Bootay, Bevington & Nichols LLC. June 2013 - Present
Financial Services Roundtable January 2012 - May 2012
Education
University of Pittsburgh 2010 — 2014
Bachelor's degree, Sociology and Politics-Philosophy
Bootay, Bevington & Nichols LLC. June 2013 - Present
Financial Services Roundtable January 2012 - May 2012
Education
University of Pittsburgh 2010 — 2014
Bachelor's degree, Sociology and Politics-Philosophy
Aurelio Aguirre's Financial Services Roundtable Experience October 2014 - Present
Job Student at The University of Texas at Austin
Industry
Experience
Financial Services Roundtable October 2014 - Present
Student Activity Center, University Unions January 2013 - August 2014
Texas Performing Arts August 2010 - December 2012
Representative Lloyd Doggett August 2011 - December 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Stage Lighting, Audio Mixing, Audio Visual Support, MailChimp, Campaign Monitor, Cash Register, Set Construction, Phone Etiquette, Multi-line Phone, PowerPoint, Mac OS, Windows 7
Education
The University of Texas at Austin 2010 — 2015
Financial Services Roundtable October 2014 - Present
Student Activity Center, University Unions January 2013 - August 2014
Texas Performing Arts August 2010 - December 2012
Representative Lloyd Doggett August 2011 - December 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Stage Lighting, Audio Mixing, Audio Visual Support, MailChimp, Campaign Monitor, Cash Register, Set Construction, Phone Etiquette, Multi-line Phone, PowerPoint, Mac OS, Windows 7
Education
The University of Texas at Austin 2010 — 2015