Jump$tart Coalition for Personal Financial Literacy
Industry: Non-profit
DescriptionThe Jump$tart Coalition for Personal Financial Literacy is a US non-profit coalition of national organizations seeking to advance the financial literacy students from pre-kindergarten through to college-aged. The coalition endeavors to provide young people with lifelong financial decision-making skills.
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Jump$tart Coalition for Personal Financial Literacy Employees
Employee
Years
Job
Industry
Jennifer Waters Jennifer Waters's Jump$tart Coalition for Personal Financial Literacy Experience August 2013 - May 2015
Job Director of Financial OperationsCampus and Student Life
Industry Higher Education
Experience
The University of Chicago October 2014 - Present
Skokie School District 69 May 2013 - Present
Journal of Student Financial Aid July 2012 - Present
Critical Edge Analytics March 2012 - Present
Jump$tart Coalition for Personal Financial Literacy August 2013 - May 2015
Columbia College Chicago February 2004 - October 2014
Illinois Institute of Technology May 1997 - January 2004
Kendall College 1994 - 1997
Oakton Community College September 1992 - June 1996
National-Louis University 1990 - 1994
Skills
Student Affairs, Student Engagement, Higher Education, Student Development, Public Speaking, Event Planning, College Teaching, Non-profits, Program Development, Strategic Planning, Organizational..., Cognos, Accounts Receivable, Admissions, Project Management, Training, Leadership, Nonprofits, Staff Development, Higher Education..., Community Outreach
Education
Loyola University of Chicago 1998 — 2009
PhD, Higher Education
National-Louis University 1992 — 1994
Masters in Adult Education, Developmental Writing
Dominican University 1989 — 1991
Bachelor of Arts, Psychology/Communications
The University of Chicago October 2014 - Present
Skokie School District 69 May 2013 - Present
Journal of Student Financial Aid July 2012 - Present
Critical Edge Analytics March 2012 - Present
Jump$tart Coalition for Personal Financial Literacy August 2013 - May 2015
Columbia College Chicago February 2004 - October 2014
Illinois Institute of Technology May 1997 - January 2004
Kendall College 1994 - 1997
Oakton Community College September 1992 - June 1996
National-Louis University 1990 - 1994
Skills
Student Affairs, Student Engagement, Higher Education, Student Development, Public Speaking, Event Planning, College Teaching, Non-profits, Program Development, Strategic Planning, Organizational..., Cognos, Accounts Receivable, Admissions, Project Management, Training, Leadership, Nonprofits, Staff Development, Higher Education..., Community Outreach
Education
Loyola University of Chicago 1998 — 2009
PhD, Higher Education
National-Louis University 1992 — 1994
Masters in Adult Education, Developmental Writing
Dominican University 1989 — 1991
Bachelor of Arts, Psychology/Communications
Melody Bell Melody Bell's Jump$tart Coalition for Personal Financial Literacy Experience March 2008 - Present
Job Executive Director at Financial Beginnings
Industry Nonprofit Organization Management
Experience
Financial Beginnings 2005 - Present
Portland State University 2013 - Present
Jump$tart Coalition for Personal Financial Literacy March 2008 - Present
Farmers Insurance November 2004 - May 2006
Volkswagen Credit 2001 - 2002
Hollywood Entertainment 1998 - 1999
Skills
Fundraising, Program Development, Nonprofits, Leadership, Management, IRAs, Strategic Planning, Public Speaking, Curriculum Design, Non-profits, Event Planning, Grant Writing, Community Outreach, Social Networking, Finance, Building Relationships, Insurance, Financial Education
Education
Keller Graduate School 2006 — 2007
MBA, Finance and Public Administration
Portland State University - School of Business 2002 — 2004
BS, Business Administration: Finance
Financial Beginnings 2005 - Present
Portland State University 2013 - Present
Jump$tart Coalition for Personal Financial Literacy March 2008 - Present
Farmers Insurance November 2004 - May 2006
Volkswagen Credit 2001 - 2002
Hollywood Entertainment 1998 - 1999
Skills
Fundraising, Program Development, Nonprofits, Leadership, Management, IRAs, Strategic Planning, Public Speaking, Curriculum Design, Non-profits, Event Planning, Grant Writing, Community Outreach, Social Networking, Finance, Building Relationships, Insurance, Financial Education
Education
Keller Graduate School 2006 — 2007
MBA, Finance and Public Administration
Portland State University - School of Business 2002 — 2004
BS, Business Administration: Finance
Hang La Hang La's Jump$tart Coalition for Personal Financial Literacy Experience June 2013 - August 2013
Job Curriculum Developer at The Classical Scholar
Industry Education Management
Experience
The Classical Scholar June 2014 - Present
Charles Koch Institute May 2014 - August 2014
Sciences Po September 2013 - December 2013
Jump$tart Coalition for Personal Financial Literacy June 2013 - August 2013
ConnectEDU October 2012 - April 2013
John Wiley and Sons January 2013 - January 2013
Robert G. Bottoms Community Center Tutoring February 2012 - December 2012
Indiana Policy Review Foundation May 2012 - August 2012
Bryn Mawr College June 2012 - June 2012
Tots Time, Gobin Memorial Methodist Church February 2012 - April 2012
Skills
Language Teaching, Educational Research, PowerPoint, Social Networking Sites, Report Writing, Proposal Writing, Persuasive Writing, Written & Oral..., Creative Writing, Writing, Public Policy, Blogging
Education
DePauw University 2012 — 2015
Bachelor of Arts, History
IFE 2013 — 2013
National Junior College 2007 — 2010
GCE A-levels
Giang Vo
Hanoi-Amsterdam High School
The Classical Scholar June 2014 - Present
Charles Koch Institute May 2014 - August 2014
Sciences Po September 2013 - December 2013
Jump$tart Coalition for Personal Financial Literacy June 2013 - August 2013
ConnectEDU October 2012 - April 2013
John Wiley and Sons January 2013 - January 2013
Robert G. Bottoms Community Center Tutoring February 2012 - December 2012
Indiana Policy Review Foundation May 2012 - August 2012
Bryn Mawr College June 2012 - June 2012
Tots Time, Gobin Memorial Methodist Church February 2012 - April 2012
Skills
Language Teaching, Educational Research, PowerPoint, Social Networking Sites, Report Writing, Proposal Writing, Persuasive Writing, Written & Oral..., Creative Writing, Writing, Public Policy, Blogging
Education
DePauw University 2012 — 2015
Bachelor of Arts, History
IFE 2013 — 2013
National Junior College 2007 — 2010
GCE A-levels
Giang Vo
Hanoi-Amsterdam High School
Adriana Arango Adriana Arango's Jump$tart Coalition for Personal Financial Literacy Experience September 2012 - December 2012
Job Master in Public Administration (MPA), Candidate 2016
Industry Legal Services
Experience
MMG Bank December 2008 - June 2014
Jump$tart Coalition for Personal Financial Literacy September 2012 - December 2012
Banvivienda July 2008 - December 2008
Anzola Robles & Associates/ FL Francis & Co. 2006 - July 2008
Skills
Investments, Teamwork, Microsoft Office, Analysis, Personal Banking, Commercial Banking, Retail Banking, Business Strategy, Private Banking, Investment Banking, Legal Writing
Education
Cornell University 2014 — 2016
Master of Public Administration (MPA), Candidate 2016
Universidad Latina de Panamá 2010 — 2012
Master's degree, Business Administration with emphasis in Corporate Management
Specialized University of the CPA 2010 — 2010
Diploma in Basic Finance, 5 months
Universidad Católica Santa María La Antigua 2003 — 2007
Bachelor's degree, Law and Political Science
MMG Bank December 2008 - June 2014
Jump$tart Coalition for Personal Financial Literacy September 2012 - December 2012
Banvivienda July 2008 - December 2008
Anzola Robles & Associates/ FL Francis & Co. 2006 - July 2008
Skills
Investments, Teamwork, Microsoft Office, Analysis, Personal Banking, Commercial Banking, Retail Banking, Business Strategy, Private Banking, Investment Banking, Legal Writing
Education
Cornell University 2014 — 2016
Master of Public Administration (MPA), Candidate 2016
Universidad Latina de Panamá 2010 — 2012
Master's degree, Business Administration with emphasis in Corporate Management
Specialized University of the CPA 2010 — 2010
Diploma in Basic Finance, 5 months
Universidad Católica Santa María La Antigua 2003 — 2007
Bachelor's degree, Law and Political Science
Daniel Routley Daniel Routley's Jump$tart Coalition for Personal Financial Literacy Experience June 2012 - Present
Job Mortgage Loan Originator at Gold Star Mortgage Financial Group
Industry Business Supplies and Equipment
Experience
Gold Star Mortgage Financial Group April 2013 - Present
Jump$tart Coalition for Personal Financial Literacy June 2012 - Present
Eastern Michigan University June 2012 - April 2013
Michigan Conference AAUP April 2012 - September 2012
Target June 2010 - December 2011
Skills
Microsoft Word, Customer Service, Teamwork, Social Media, Windows, Sales, HTML, Time Management, Outlook, Public Speaking, Research, Marketing, Team Leadership, Microsoft Excel, Data Analysis
Education
Eastern Michigan University 2009 — 2010
Bachelor of Arts (B.A.), Economics
Gold Star Mortgage Financial Group April 2013 - Present
Jump$tart Coalition for Personal Financial Literacy June 2012 - Present
Eastern Michigan University June 2012 - April 2013
Michigan Conference AAUP April 2012 - September 2012
Target June 2010 - December 2011
Skills
Microsoft Word, Customer Service, Teamwork, Social Media, Windows, Sales, HTML, Time Management, Outlook, Public Speaking, Research, Marketing, Team Leadership, Microsoft Excel, Data Analysis
Education
Eastern Michigan University 2009 — 2010
Bachelor of Arts (B.A.), Economics
Don Blandin Don Blandin's Jump$tart Coalition for Personal Financial Literacy Experience 2005 - 2011
Job President and CEO, Investor Protection Trust
Industry Philanthropy
Experience
Investor Protection Trust June 2004 - Present
Investor Protection Institute May 2008 - Present
Alliance for Investor Education September 2013 - Present
Jump$tart Coalition for Personal Financial Literacy 2005 - 2011
MoneyTrack Public Television Show December 2004 - December 2010
American Savings Education Council January 1996 - May 2004
Council for Excellence in Government 1995 - 1995
Business-Higher Education Forum 1986 - 1994
Business-Higher Education Forum 1981 - 1986
U.S. Department of Housing and Urban Development 1977 - 1981
Skills
Personal Finance, Public Speaking, Strategic Planning, Leadership, Strategic Partnerships, Financial Education, Investment Education, Program Management, Nonprofits, Fundraising, Community Outreach, Securities, Entrepreneurship, Government, Public Policy, Non-profits, Policy, Policy Analysis, Research, Strategic Communications, Strategic Financial..., Investment Advisory, Leadership Development, Grants, Event Planning, Management, Community Development, Philanthropy, Program Development, Volunteer Management, Grant Writing, Board Development, Coalitions, Non-profit..., Financial Analysis, Grassroots Organizing, Educational Leadership
Education
American University 1967 — 1969
MPA, Public Administration
California State University-East Bay 1965 — 1969
BA, Political Science
Chabot College 1965 — 1967
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Fremont High, Oakland, CA 1962 — 1965
High School
Investor Protection Trust June 2004 - Present
Investor Protection Institute May 2008 - Present
Alliance for Investor Education September 2013 - Present
Jump$tart Coalition for Personal Financial Literacy 2005 - 2011
MoneyTrack Public Television Show December 2004 - December 2010
American Savings Education Council January 1996 - May 2004
Council for Excellence in Government 1995 - 1995
Business-Higher Education Forum 1986 - 1994
Business-Higher Education Forum 1981 - 1986
U.S. Department of Housing and Urban Development 1977 - 1981
Skills
Personal Finance, Public Speaking, Strategic Planning, Leadership, Strategic Partnerships, Financial Education, Investment Education, Program Management, Nonprofits, Fundraising, Community Outreach, Securities, Entrepreneurship, Government, Public Policy, Non-profits, Policy, Policy Analysis, Research, Strategic Communications, Strategic Financial..., Investment Advisory, Leadership Development, Grants, Event Planning, Management, Community Development, Philanthropy, Program Development, Volunteer Management, Grant Writing, Board Development, Coalitions, Non-profit..., Financial Analysis, Grassroots Organizing, Educational Leadership
Education
American University 1967 — 1969
MPA, Public Administration
California State University-East Bay 1965 — 1969
BA, Political Science
Chabot College 1965 — 1967
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Fremont High, Oakland, CA 1962 — 1965
High School
Heather McElrath Heather McElrath's Jump$tart Coalition for Personal Financial Literacy Experience June 2015 - Present
Job Public Relations Professional with Corporate Communications, Social Media, Branding Expertise
Industry Public Relations and Communications
Experience
Jump$tart Coalition for Personal Financial Literacy June 2015 - Present
National Grain and Feed Association September 2012 - June 2015
PHH Corporation November 2011 - August 2012
Rabobank North America Wholesale May 2007 - April 2011
Freddie Mac September 2005 - May 2007
American Bankers Association September 2003 - August 2005
Virginia Tech February 1999 - August 2001
Office of the Comptroller of the Currency June 1996 - January 1999
The Augusta Chronicle October 1995 - June 1996
Citrus County Chronicle 1994 - October 1995
Education
The George Washington University 2003 — 2005
Masters of Business Administration
Virginia Polytechnic Institute and State University 1990 — 1994
BA
Jump$tart Coalition for Personal Financial Literacy June 2015 - Present
National Grain and Feed Association September 2012 - June 2015
PHH Corporation November 2011 - August 2012
Rabobank North America Wholesale May 2007 - April 2011
Freddie Mac September 2005 - May 2007
American Bankers Association September 2003 - August 2005
Virginia Tech February 1999 - August 2001
Office of the Comptroller of the Currency June 1996 - January 1999
The Augusta Chronicle October 1995 - June 1996
Citrus County Chronicle 1994 - October 1995
Education
The George Washington University 2003 — 2005
Masters of Business Administration
Virginia Polytechnic Institute and State University 1990 — 1994
BA
Hilary Hunt Hilary Hunt's Jump$tart Coalition for Personal Financial Literacy Experience February 2001 - December 2003
Job Financial Education Consultant
Industry Education Management
Experience
Hilary Hunt Financial Education Consulting February 2009 - Present
Commonwealth of Pennsylvania January 2004 - January 2009
Jump$tart Coalition for Personal Financial Literacy February 2001 - December 2003
SIFMA September 2000 - November 2003
EconomicsPennsylvania July 1998 - September 2000
Newport News Public Schools June 1997 - June 1998
Skills
Curriculum Development, Curriculum Design, Program Evaluation, Survey Research, Grant Writing, Financial Education, Public Speaking, Teacher Training, Board of Director..., Program Development, Staff Development, Community Outreach, Classroom, Nonprofits, Adult Education, Instructional Design, E-Learning, Grants, Educational Leadership, Workshop Facilitation, Fundraising, Board of Directors
Education
University of Pennsylvania 2014 — 2015
M.S.Ed., Education Entrepreneurship
The College of William and Mary 1994 — 1997
Bachelor of Science (BS), Mathematics
George Washington High School
Hilary Hunt Financial Education Consulting February 2009 - Present
Commonwealth of Pennsylvania January 2004 - January 2009
Jump$tart Coalition for Personal Financial Literacy February 2001 - December 2003
SIFMA September 2000 - November 2003
EconomicsPennsylvania July 1998 - September 2000
Newport News Public Schools June 1997 - June 1998
Skills
Curriculum Development, Curriculum Design, Program Evaluation, Survey Research, Grant Writing, Financial Education, Public Speaking, Teacher Training, Board of Director..., Program Development, Staff Development, Community Outreach, Classroom, Nonprofits, Adult Education, Instructional Design, E-Learning, Grants, Educational Leadership, Workshop Facilitation, Fundraising, Board of Directors
Education
University of Pennsylvania 2014 — 2015
M.S.Ed., Education Entrepreneurship
The College of William and Mary 1994 — 1997
Bachelor of Science (BS), Mathematics
George Washington High School
Sara Jankowiak Sara Jankowiak's Jump$tart Coalition for Personal Financial Literacy Experience July 2002 - June 2004
Job Seasoned Communications, Special Events and Public Relations Professional
Industry Nonprofit Organization Management
Experience
Bow Wow Buddies Foundation January 2009 - October 2010
Junior Achievement - Rocky Mountain, Inc. August 2007 - January 2009
Citi Office of Financial Education June 2004 - June 2007
Jump$tart Coalition for Personal Financial Literacy July 2002 - June 2004
State University of New York at Buffalo June 2000 - June 2002
Skills
Press Releases, Fundraising, Public Relations, Media Relations, Strategic Communications, Email Marketing, Event Management, Marketing, Newsletters, Nonprofits, Community Development, Public Speaking, Strategic Planning
Education
The George Washington University 2003 — 2005
MA, Political Management/ Corporate Public Affairs
State University of New York College at Buffalo 1998 — 2000
BA, Psychology
American University
Rochester Institute of Technology
Bow Wow Buddies Foundation January 2009 - October 2010
Junior Achievement - Rocky Mountain, Inc. August 2007 - January 2009
Citi Office of Financial Education June 2004 - June 2007
Jump$tart Coalition for Personal Financial Literacy July 2002 - June 2004
State University of New York at Buffalo June 2000 - June 2002
Skills
Press Releases, Fundraising, Public Relations, Media Relations, Strategic Communications, Email Marketing, Event Management, Marketing, Newsletters, Nonprofits, Community Development, Public Speaking, Strategic Planning
Education
The George Washington University 2003 — 2005
MA, Political Management/ Corporate Public Affairs
State University of New York College at Buffalo 1998 — 2000
BA, Psychology
American University
Rochester Institute of Technology
Nicholas Kothman Nicholas Kothman's Jump$tart Coalition for Personal Financial Literacy Experience December 2011 - June 2012
Job Business Analyst Intern at Unum
Industry Financial Services
Experience
Bentley MicroFinance Group February 2013 - Present
Unum June 2015 - August 2015
Low Income Housing Corporation May 2014 - September 2014
Staples May 2013 - February 2014
Jump$tart Coalition for Personal Financial Literacy December 2011 - June 2012
Skills
Sales, Financial Analysis, Customer Service, Microsoft Excel, Public Speaking, Teamwork, Management, Trading Systems, PowerPoint, Multi Tasking, HTML, Real Estate, Computer Hardware, Negotiation
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Finance Candidate, 3.5 Cumulative GPA
Bond University 2014 — 2015
Bachelor's Degree, Finance, General
Erskine Academy 2008 — 2012
High School Diploma
Bentley MicroFinance Group February 2013 - Present
Unum June 2015 - August 2015
Low Income Housing Corporation May 2014 - September 2014
Staples May 2013 - February 2014
Jump$tart Coalition for Personal Financial Literacy December 2011 - June 2012
Skills
Sales, Financial Analysis, Customer Service, Microsoft Excel, Public Speaking, Teamwork, Management, Trading Systems, PowerPoint, Multi Tasking, HTML, Real Estate, Computer Hardware, Negotiation
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Finance Candidate, 3.5 Cumulative GPA
Bond University 2014 — 2015
Bachelor's Degree, Finance, General
Erskine Academy 2008 — 2012
High School Diploma
Amina Carter Amina Carter's Jump$tart Coalition for Personal Financial Literacy Experience June 2015 - Present
Job Operations Manager at Jump$tart Coalition for Personal Financial Literacy
Industry Professional Training & Coaching
Experience
Jump$tart Coalition for Personal Financial Literacy June 2015 - Present
WomanSphere by Amina October 2008 - Present
State Farm Insurance March 2000 - March 2012
Real Sisters Rising June 2010 - 2012
Skills
Building Relationships, Event Planning, Customer Service, Customer Relations, Youth Empowerment, Energy Healing, Crisis Intervention, Troubleshooting, Training & Development, Employee Training, Public Speaking, Email Marketing, Coaching, Leadership, Entrepreneurship, Leadership Development, Management, Staff Development, Sales, Personal Development, Social Media, Marketing, Strategic Planning, Healing, Empowerment, Training, Social Networking
Education
University of Maryland University College 2008 — 2014
currently attending, Clinical Psychology
Montclair State University 1995 — 1996
English Language and Literature, General
Jump$tart Coalition for Personal Financial Literacy June 2015 - Present
WomanSphere by Amina October 2008 - Present
State Farm Insurance March 2000 - March 2012
Real Sisters Rising June 2010 - 2012
Skills
Building Relationships, Event Planning, Customer Service, Customer Relations, Youth Empowerment, Energy Healing, Crisis Intervention, Troubleshooting, Training & Development, Employee Training, Public Speaking, Email Marketing, Coaching, Leadership, Entrepreneurship, Leadership Development, Management, Staff Development, Sales, Personal Development, Social Media, Marketing, Strategic Planning, Healing, Empowerment, Training, Social Networking
Education
University of Maryland University College 2008 — 2014
currently attending, Clinical Psychology
Montclair State University 1995 — 1996
English Language and Literature, General
Declan J Sheehy Declan J Sheehy's Jump$tart Coalition for Personal Financial Literacy Experience 2012 - Present
Job Associate Director Development at The Ringling
Industry Fund-Raising
Experience
The Ringling January 2015 - Present
Jump$tart Coalition for Personal Financial Literacy 2012 - Present
Sheehy & Associates March 2010 - Present
Smith College July 2013 - January 2015
American Institute for Economic Research October 2011 - March 2013
New York Life Insurance Company October 2010 - October 2011
Edward Jones October 2009 - August 2010
Hilton Hotels June 2007 - June 2009
Conrad Hotels & Resorts June 2007 - June 2009
Marketing Horizons January 1995 - March 2007
Skills
Series 7, Series 66, Event Management, Conferences, Account Management, New Business Development, Budgeting, Project Management, Marketing, Marketing Strategy, Budget, Budgets, Events, Uniform Combined State..., Leadership, Hospitality, Public Speaking, Sales, Marketing Communications, Integrated Marketing, Business Planning, Management, Market Research, Fundraising, Social Media Marketing, Community Outreach, Social Networking, Strategic Financial..., Event Planning, Business Development, Selling, Non-profits, Program Management, Small Business, Time Management, Public Relations, Finance, Strategy, Corporate Events, Hotels, Social Media, Direct Marketing, Nonprofits, Business Strategy, Online Marketing, Email Marketing, Start-ups, Online Advertising, Strategic Partnerships, Strategic Planning
Education
Marketing Institute of Ireland 1985 — 1986
Certificate in Marketing, Marketing
Dublin Institute of Technology 1983 — 1984
Advanced Diploma Communications, PR, Communications, Media Studies
Dublin Institute of Technology 1980 — 1983
Diploma Communications, Communications, Media, Advertising, PR
The Ringling January 2015 - Present
Jump$tart Coalition for Personal Financial Literacy 2012 - Present
Sheehy & Associates March 2010 - Present
Smith College July 2013 - January 2015
American Institute for Economic Research October 2011 - March 2013
New York Life Insurance Company October 2010 - October 2011
Edward Jones October 2009 - August 2010
Hilton Hotels June 2007 - June 2009
Conrad Hotels & Resorts June 2007 - June 2009
Marketing Horizons January 1995 - March 2007
Skills
Series 7, Series 66, Event Management, Conferences, Account Management, New Business Development, Budgeting, Project Management, Marketing, Marketing Strategy, Budget, Budgets, Events, Uniform Combined State..., Leadership, Hospitality, Public Speaking, Sales, Marketing Communications, Integrated Marketing, Business Planning, Management, Market Research, Fundraising, Social Media Marketing, Community Outreach, Social Networking, Strategic Financial..., Event Planning, Business Development, Selling, Non-profits, Program Management, Small Business, Time Management, Public Relations, Finance, Strategy, Corporate Events, Hotels, Social Media, Direct Marketing, Nonprofits, Business Strategy, Online Marketing, Email Marketing, Start-ups, Online Advertising, Strategic Partnerships, Strategic Planning
Education
Marketing Institute of Ireland 1985 — 1986
Certificate in Marketing, Marketing
Dublin Institute of Technology 1983 — 1984
Advanced Diploma Communications, PR, Communications, Media Studies
Dublin Institute of Technology 1980 — 1983
Diploma Communications, Communications, Media, Advertising, PR
Anne Bannister Anne Bannister's Jump$tart Coalition for Personal Financial Literacy Experience 2010 - Present
Job Executive Director at Personal Finance Education Services, Inc.
Industry Financial Services
Experience
Jump$tart Coalition for Personal Financial Literacy 2010 - Present
Personal Finance Education Services, Inc. October 2006 - Present
Aflatoun Child Savings International 2007 - 2008
TIAA-CREF 1995 - 2006
Skills
Financial Education, Personal Finance, Retirement Planning, Retirement, Strategic Financial..., 401k, Mutual Funds, Investment Advisory, Asset Allocation, Fixed Annuities, Public Speaking, Financial Advisory, Investment Strategies, Financial Services, Wealth Management, Strategic Planning, Pensions, Securities, Financial Planning, Community Outreach
Education
University of Michigan 1982 — 1986
BS, Psychology
Huron High School 1979 — 1982
Diploma, high school
Jump$tart Coalition for Personal Financial Literacy 2010 - Present
Personal Finance Education Services, Inc. October 2006 - Present
Aflatoun Child Savings International 2007 - 2008
TIAA-CREF 1995 - 2006
Skills
Financial Education, Personal Finance, Retirement Planning, Retirement, Strategic Financial..., 401k, Mutual Funds, Investment Advisory, Asset Allocation, Fixed Annuities, Public Speaking, Financial Advisory, Investment Strategies, Financial Services, Wealth Management, Strategic Planning, Pensions, Securities, Financial Planning, Community Outreach
Education
University of Michigan 1982 — 1986
BS, Psychology
Huron High School 1979 — 1982
Diploma, high school
David Casserly's Jump$tart Coalition for Personal Financial Literacy Experience July 2004 - June 2015
Job Asst. Director at Jump$tart Coalition
Industry Nonprofit Organization Management
Experience
Jump$tart Coalition for Personal Financial Literacy July 2004 - June 2015
Financial Industry Regulatory Authority (FINRA formerly NASD) 1996 - 2001
Skills
Non-profits, Policy, Public Speaking, Social Media, Nonprofits, Philanthropy, Strategic Planning, Fundraising, Research, Public Relations, Community Engagement, Community Outreach, Program Development, Program Management, Event Management, Community Development, Grant Writing, Volunteer Management
Education
Indiana University Bloomington 1968 — 1972
Jump$tart Coalition for Personal Financial Literacy July 2004 - June 2015
Financial Industry Regulatory Authority (FINRA formerly NASD) 1996 - 2001
Skills
Non-profits, Policy, Public Speaking, Social Media, Nonprofits, Philanthropy, Strategic Planning, Fundraising, Research, Public Relations, Community Engagement, Community Outreach, Program Development, Program Management, Event Management, Community Development, Grant Writing, Volunteer Management
Education
Indiana University Bloomington 1968 — 1972
Jena Roscoe's Jump$tart Coalition for Personal Financial Literacy Experience 2001 - 2012
Job SVP, Government Relations, Public Policy at Operation HOPE
Industry Financial Services
Experience
Operation HOPE February 2001 - Present
HOPE Global Initiatives/Operation HOPE 2001 - Present
McDermott Will & Emery 2010 - 2014
Howard University Women's Health Institute 2005 - 2012
Black America Saves 2004 - 2012
National Bankers Association 2003 - 2012
Urban Financial Services Coalition National 2001 - 2012
Black Leadership Forum 2001 - 2012
Black Women's Roundtable 2001 - 2012
Jump$tart Coalition for Personal Financial Literacy 2001 - 2012
Education
Howard University
Operation HOPE February 2001 - Present
HOPE Global Initiatives/Operation HOPE 2001 - Present
McDermott Will & Emery 2010 - 2014
Howard University Women's Health Institute 2005 - 2012
Black America Saves 2004 - 2012
National Bankers Association 2003 - 2012
Urban Financial Services Coalition National 2001 - 2012
Black Leadership Forum 2001 - 2012
Black Women's Roundtable 2001 - 2012
Jump$tart Coalition for Personal Financial Literacy 2001 - 2012
Education
Howard University
Jason Terrell's Jump$tart Coalition for Personal Financial Literacy Experience April 2006 - June 2014
Job Vice President at The Institutes
Industry Nonprofit Organization Management
Experience
The Institutes March 2015 - Present
Gamma Iota Sigma January 2011 - Present
The Institutes March 2014 - March 2015
Jump$tart Coalition for Personal Financial Literacy April 2006 - June 2014
The Institutes May 2012 - March 2014
Griffith Foundation 2005 - March 2014
Society of Insurance Research October 2011 - January 2014
NAMIC 2002 - 2005
Skills
Strategic Planning, Budgeting, Non-profits, Strategic Partnerships, Budgets, Fundraising, Policy, Social Media, Nonprofits, Community Outreach, Public Speaking, Leadership, Team Building, Program Management, Research, Volunteer Management, Public Relations, Program Development, Staff Development, Proposal Writing, Community Development, Leadership Development, Marketing, Grant Writing, Grants, Event Management, Entrepreneurship, Organizational..., Training, Editing, Workshop Facilitation, Analysis, Government, Public Policy, Data Analysis, Strategic Communications, Program Evaluation, Higher Education
Education
Ball State University 1997 — 2001
Education, History, Geography, Business
The Institutes March 2015 - Present
Gamma Iota Sigma January 2011 - Present
The Institutes March 2014 - March 2015
Jump$tart Coalition for Personal Financial Literacy April 2006 - June 2014
The Institutes May 2012 - March 2014
Griffith Foundation 2005 - March 2014
Society of Insurance Research October 2011 - January 2014
NAMIC 2002 - 2005
Skills
Strategic Planning, Budgeting, Non-profits, Strategic Partnerships, Budgets, Fundraising, Policy, Social Media, Nonprofits, Community Outreach, Public Speaking, Leadership, Team Building, Program Management, Research, Volunteer Management, Public Relations, Program Development, Staff Development, Proposal Writing, Community Development, Leadership Development, Marketing, Grant Writing, Grants, Event Management, Entrepreneurship, Organizational..., Training, Editing, Workshop Facilitation, Analysis, Government, Public Policy, Data Analysis, Strategic Communications, Program Evaluation, Higher Education
Education
Ball State University 1997 — 2001
Education, History, Geography, Business
Partners HealthCare
WellStar Health System
National Geographic Society
BJC HealthCare
Christiana Care Health System
NPR
Howard Hughes Medical Institute
AAA