The Financial Services Roundtable
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The Financial Services Roundtable Employees
Employee
Years
Job
Industry
Brenda Bowen Brenda Bowen's The Financial Services Roundtable Experience January 2008 - Present
Job Government Affairs & PAC Manager at The Financial Services Roundtable
Industry Financial Services
Experience
The Financial Services Roundtable January 2008 - Present
Enlisted Association of the National Guard March 2006 - April 2008
National Guard Bureau January 2001 - March 2005
Skills
Government Relations, Federal Government, Mil, Legislative Relations, Lobbying, Government, Policy Analysis, Politics, Public Policy, Legislation, Policy, Grassroots Organizing, Political Campaigns, Public Affairs, Program Management, Political Communication, Political Science, Speech Writing, Political Consulting, Crisis Communications, Government Affairs;..., Legislative Research, Grassroots, Leadership, Public Speaking
Education
University of Maryland College Park 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
IU/PU Campus, Ft Wayne, IN 1980 — 1984
The Financial Services Roundtable January 2008 - Present
Enlisted Association of the National Guard March 2006 - April 2008
National Guard Bureau January 2001 - March 2005
Skills
Government Relations, Federal Government, Mil, Legislative Relations, Lobbying, Government, Policy Analysis, Politics, Public Policy, Legislation, Policy, Grassroots Organizing, Political Campaigns, Public Affairs, Program Management, Political Communication, Political Science, Speech Writing, Political Consulting, Crisis Communications, Government Affairs;..., Legislative Research, Grassroots, Leadership, Public Speaking
Education
University of Maryland College Park 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
IU/PU Campus, Ft Wayne, IN 1980 — 1984
Elise Tollefson Elise Tollefson's The Financial Services Roundtable Experience September 2010 - December 2010
Job Legislative Assistant at U.S. House of Representatives
Industry Legislative Office
Experience
U.S. House of Representatives December 2014 - Present
APCO Worldwide September 2014 - December 2014
APCO Worldwide September 2013 - September 2014
APCO Worldwide June 2012 - September 2013
American University February 2011 - May 2012
Boombah, Inc. May 2011 - August 2011
United States House of Representatives March 2011 - May 2011
The Financial Services Roundtable September 2010 - December 2010
Loyola University Chicago September 2007 - May 2010
FEMA August 2009 - December 2009
Skills
Government, Politics, American Politics, Public Policy, Political Science, Government Relations, Public Policy Research, Legislative Research, Grassroots Organizing, Research, Political Campaigns, Public Affairs, Public Speaking, International Relations, Legislative Relations, Policy Analysis, Strategic Communications
Education
American University 2011 — 2012
MA, Government, Applied Political Science
Loyola University of Chicago 2006 — 2010
BA, Political Science, International Studies, History, Asian Languages and Literatures, Arabic
U.S. House of Representatives December 2014 - Present
APCO Worldwide September 2014 - December 2014
APCO Worldwide September 2013 - September 2014
APCO Worldwide June 2012 - September 2013
American University February 2011 - May 2012
Boombah, Inc. May 2011 - August 2011
United States House of Representatives March 2011 - May 2011
The Financial Services Roundtable September 2010 - December 2010
Loyola University Chicago September 2007 - May 2010
FEMA August 2009 - December 2009
Skills
Government, Politics, American Politics, Public Policy, Political Science, Government Relations, Public Policy Research, Legislative Research, Grassroots Organizing, Research, Political Campaigns, Public Affairs, Public Speaking, International Relations, Legislative Relations, Policy Analysis, Strategic Communications
Education
American University 2011 — 2012
MA, Government, Applied Political Science
Loyola University of Chicago 2006 — 2010
BA, Political Science, International Studies, History, Asian Languages and Literatures, Arabic
Tracy Do's The Financial Services Roundtable Experience January 2013 - May 2013
Job Accounting Analyst
Industry Financial Services
Experience
Targa Resources January 2015 - Present
Air Liquide Healthcare America Corp June 2014 - August 2014
The Financial Services Roundtable January 2013 - May 2013
J. Hunter Properties December 2011 - December 2012
Kleinwood Vision June 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Data Analysis, Public Speaking, Research, Event Planning, Teamwork, Social Media, Fundraising, Sales, Management, Analysis
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance- Global Energy Management
Targa Resources January 2015 - Present
Air Liquide Healthcare America Corp June 2014 - August 2014
The Financial Services Roundtable January 2013 - May 2013
J. Hunter Properties December 2011 - December 2012
Kleinwood Vision June 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Data Analysis, Public Speaking, Research, Event Planning, Teamwork, Social Media, Fundraising, Sales, Management, Analysis
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance- Global Energy Management
Anthony V. Ardizzone's The Financial Services Roundtable Experience September 2012 - December 2012
Job Warranty Billing Processor at FSM CVE Samsung Warranty Department
Industry Consumer Goods
Experience
FSM CVE - Samsung Warranty Department August 2015 - Present
Staples April 2015 - Present
Android Origin January 2015 - February 2015
Stonehill College Campus Ministry September 2010 - May 2014
Moreng Metal Products June 2008 - August 2013
Young Americans for Liberty July 2011 - February 2013
The Financial Services Roundtable September 2012 - December 2012
Foundation for Economic Education June 2012 - August 2012
Grade A ShopRite September 2009 - August 2012
Skills
Microsoft Office, Public Speaking, Blogging, Politics, Social Networking, Economics, Microsoft Excel, Microsoft Word, Non-profits, Political Campaigns, Political Science, PowerPoint, Research, Social Media, Twitter
Education
Stonehill College 2010 — 2014
Bachelor's Degree, Economics/Political Science, Graduated
Wayne Valley High School 2006 — 2010
High School Diploma
FSM CVE - Samsung Warranty Department August 2015 - Present
Staples April 2015 - Present
Android Origin January 2015 - February 2015
Stonehill College Campus Ministry September 2010 - May 2014
Moreng Metal Products June 2008 - August 2013
Young Americans for Liberty July 2011 - February 2013
The Financial Services Roundtable September 2012 - December 2012
Foundation for Economic Education June 2012 - August 2012
Grade A ShopRite September 2009 - August 2012
Skills
Microsoft Office, Public Speaking, Blogging, Politics, Social Networking, Economics, Microsoft Excel, Microsoft Word, Non-profits, Political Campaigns, Political Science, PowerPoint, Research, Social Media, Twitter
Education
Stonehill College 2010 — 2014
Bachelor's Degree, Economics/Political Science, Graduated
Wayne Valley High School 2006 — 2010
High School Diploma
Elliott Moreno Elliott Moreno's The Financial Services Roundtable Experience August 2010 - December 2010
Job Business Analyst at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management 2014 - Present
CME Group 2014 - 2014
UBS Wealth Management 2012 - 2014
Larkin Trade International August 2011 - December 2011
UBS Wealth Management June 2011 - August 2011
The Financial Services Roundtable August 2010 - December 2010
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Leadership, Economics, Microsoft Excel, Government, Mandarin, Chinese, Data Analysis, Bloomberg, Policy Analysis, Research, Public Policy, Microsoft Office, Analysis, Financial Analysis, PowerPoint
Education
Cornell University 2008 — 2012
BA, Economics, China and Asia Pacific Studies (Dual Major)
Passed CFA Level 3
Voya Investment Management 2014 - Present
CME Group 2014 - 2014
UBS Wealth Management 2012 - 2014
Larkin Trade International August 2011 - December 2011
UBS Wealth Management June 2011 - August 2011
The Financial Services Roundtable August 2010 - December 2010
Shenyin & Wanguo Securities Co. Ltd. June 2010 - August 2010
Skills
Leadership, Economics, Microsoft Excel, Government, Mandarin, Chinese, Data Analysis, Bloomberg, Policy Analysis, Research, Public Policy, Microsoft Office, Analysis, Financial Analysis, PowerPoint
Education
Cornell University 2008 — 2012
BA, Economics, China and Asia Pacific Studies (Dual Major)
Passed CFA Level 3
John T. Du's The Financial Services Roundtable Experience January 2013 - May 2013
Job Experienced Nonprofit Professional specializing in PublicPrivate Sector Partnerships and Program Management
Industry Nonprofit Organization Management
Experience
Global Health Corps February 2015 - Present
CDP - Global environmental reporting system August 2014 - January 2015
The Financial Services Roundtable January 2013 - May 2013
City of Jersey City- Office of the Mayor September 2012 - November 2012
United States Senate January 2012 - August 2012
DeMeo for Congress September 2011 - December 2011
Oxfam America July 2010 - August 2011
Oxfam America July 2010 - June 2011
Skills
Public Administration, Project Management, Non-profit Program..., Research, Policy Analysis, Corporate Communications, Economic Research, Microsoft Office, Grassroots Organizing, Government, Government..., Constituent Services, Economics, Political Science, Lotus Notes, Data Analysis, Community Outreach, Grassroots, Microsoft CRM, Citrix, Office 365, WebEx, Financial Services, Public Speaking, SPSS, Banking, Python, Bloomberg Terminal, Sustainability, Global Health, Program Development, Program Evaluation, Program Management, Civic Engagement
Education
Saint Peter's University 2008 — 2013
Bachelor of Arts (B.A.)
The Washington Center 2013 — 2013
Business and Global Trade
Global Health Corps February 2015 - Present
CDP - Global environmental reporting system August 2014 - January 2015
The Financial Services Roundtable January 2013 - May 2013
City of Jersey City- Office of the Mayor September 2012 - November 2012
United States Senate January 2012 - August 2012
DeMeo for Congress September 2011 - December 2011
Oxfam America July 2010 - August 2011
Oxfam America July 2010 - June 2011
Skills
Public Administration, Project Management, Non-profit Program..., Research, Policy Analysis, Corporate Communications, Economic Research, Microsoft Office, Grassroots Organizing, Government, Government..., Constituent Services, Economics, Political Science, Lotus Notes, Data Analysis, Community Outreach, Grassroots, Microsoft CRM, Citrix, Office 365, WebEx, Financial Services, Public Speaking, SPSS, Banking, Python, Bloomberg Terminal, Sustainability, Global Health, Program Development, Program Evaluation, Program Management, Civic Engagement
Education
Saint Peter's University 2008 — 2013
Bachelor of Arts (B.A.)
The Washington Center 2013 — 2013
Business and Global Trade
Murtuza Hussain Murtuza Hussain's The Financial Services Roundtable Experience January 2012 - April 2012
Job JD/MBA Candidate at University of Houston, C.T. Bauer College of Business and Houston Law Center
Industry
Experience
Chamberlain Hrdlicka June 2015 - August 2015
Weatherford January 2015 - June 2015
Internal Revenue Service August 2014 - December 2014
Lone Star Legal Aid May 2014 - August 2014
The Financial Services Roundtable January 2012 - April 2012
Texas House of Representatives January 2011 - May 2011
Skills
Research, Public Policy, Data Analysis, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Analysis, Accounting, Appropriations, Microsoft Exchange, Tax Law, Tax Controversy, Contracts, Legal Research and..., Tax Planning, Financial Analysis, Tax, Legal Research, Public Speaking
Education
The University of Texas at San Antonio 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Legal Studies
University of Houston, C.T. Bauer College of Business 2012 — 2016
University of Houston Law Center 2012 — 2016
Chamberlain Hrdlicka June 2015 - August 2015
Weatherford January 2015 - June 2015
Internal Revenue Service August 2014 - December 2014
Lone Star Legal Aid May 2014 - August 2014
The Financial Services Roundtable January 2012 - April 2012
Texas House of Representatives January 2011 - May 2011
Skills
Research, Public Policy, Data Analysis, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Analysis, Accounting, Appropriations, Microsoft Exchange, Tax Law, Tax Controversy, Contracts, Legal Research and..., Tax Planning, Financial Analysis, Tax, Legal Research, Public Speaking
Education
The University of Texas at San Antonio 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Legal Studies
University of Houston, C.T. Bauer College of Business 2012 — 2016
University of Houston Law Center 2012 — 2016
Daniel Vernacchio Daniel Vernacchio's The Financial Services Roundtable Experience May 2013 - August 2013
Job J.D. Candidate at Ohio State Moritz College of Law
Industry Legal Services
Experience
The Fairfield County Prosecutor's Office May 2014 - August 2014
The Financial Services Roundtable May 2013 - August 2013
Skills
Litigation, Legal Writing, Civil Litigation, Westlaw, Legal Research
Education
The Ohio State University Moritz College of Law 2012 — 2015
Doctor of Law (J.D.), Law
Penn State University 2008 — 2012
Bachelor of Arts (BA), Broadcast Journalism
The Fairfield County Prosecutor's Office May 2014 - August 2014
The Financial Services Roundtable May 2013 - August 2013
Skills
Litigation, Legal Writing, Civil Litigation, Westlaw, Legal Research
Education
The Ohio State University Moritz College of Law 2012 — 2015
Doctor of Law (J.D.), Law
Penn State University 2008 — 2012
Bachelor of Arts (BA), Broadcast Journalism
Eric Hoplin Eric Hoplin's The Financial Services Roundtable Experience March 2013 - December 2013
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
Susan Manship Susan Manship's The Financial Services Roundtable Experience May 2011 - August 2011
Job Associate at Dreher Tomkies LLP
Industry Law Practice
Experience
Dreher Tomkies LLP May 2013 - Present
Moritz College of Law January 2013 - May 2013
Luper Neidenthal & Logan May 2012 - April 2013
The Financial Services Roundtable May 2011 - August 2011
Indiana Landmarks May 2010 - August 2010
Wake Forest University September 2007 - May 2010
Primo Water Corporation May 2009 - July 2009
Skills
Legal Writing, Legal Research Skills
Education
The Ohio State University Moritz College of Law 2010 — 2013
Juris Doctorate
Wake Forest University 2006 — 2010
Bachelor of Science, Business and German Language
Lawrence Central High School
Lawrence Central High School
Dreher Tomkies LLP May 2013 - Present
Moritz College of Law January 2013 - May 2013
Luper Neidenthal & Logan May 2012 - April 2013
The Financial Services Roundtable May 2011 - August 2011
Indiana Landmarks May 2010 - August 2010
Wake Forest University September 2007 - May 2010
Primo Water Corporation May 2009 - July 2009
Skills
Legal Writing, Legal Research Skills
Education
The Ohio State University Moritz College of Law 2010 — 2013
Juris Doctorate
Wake Forest University 2006 — 2010
Bachelor of Science, Business and German Language
Lawrence Central High School
Lawrence Central High School
E.R. Anderson E.R. Anderson's The Financial Services Roundtable Experience 2000 - 2001
Job Communications Director at U.S. Senator Pat Toomey
Industry Public Relations and Communications
Experience
U.S. Senator Pat Toomey January 2013 - Present
U.S. Senate Homeland Security and Governmental Affairs Committee November 2010 - January 2013
Walmart February 2008 - April 2010
U.S. Department of Commerce 2005 - 2008
U.S. Department of Commerce 2001 - 2005
The Financial Services Roundtable 2000 - 2001
Skills
Public Affairs, Strategic Communications, Editing, Policy, Politics, International Relations, Public Relations, Strategy, Government, Public Policy, Speech Writing, Crisis Communications, Spokesperson, Leadership, Internal Communications, Political Campaigns, Legislative Relations, Community Outreach, Media Relations, Policy Analysis, Press Releases, Marketing Communications, Strategic Planning, Legislation
Education
The University of Georgia 1988 — 1989
MMC, Communications
The University of Georgia 1984 — 1988
ABJ, Journalism, Public Relations
U.S. Senator Pat Toomey January 2013 - Present
U.S. Senate Homeland Security and Governmental Affairs Committee November 2010 - January 2013
Walmart February 2008 - April 2010
U.S. Department of Commerce 2005 - 2008
U.S. Department of Commerce 2001 - 2005
The Financial Services Roundtable 2000 - 2001
Skills
Public Affairs, Strategic Communications, Editing, Policy, Politics, International Relations, Public Relations, Strategy, Government, Public Policy, Speech Writing, Crisis Communications, Spokesperson, Leadership, Internal Communications, Political Campaigns, Legislative Relations, Community Outreach, Media Relations, Policy Analysis, Press Releases, Marketing Communications, Strategic Planning, Legislation
Education
The University of Georgia 1988 — 1989
MMC, Communications
The University of Georgia 1984 — 1988
ABJ, Journalism, Public Relations
George Panoyan's The Financial Services Roundtable Experience January 2012 - May 2012
Job Purchasing Agent and Analyst at Labatt Food Service
Industry Food & Beverages
Experience
Labatt Food Service October 2014 - Present
Labatt Food Service July 2012 - October 2014
The Financial Services Roundtable January 2012 - May 2012
Community Tax Center January 2011 - April 2011
Skills
Business Analysis, Microsoft Excel, Analysis, Business Process..., PowerPoint, Financial Analysis, Data Analysis, Visio, Forecasting, Project Management, Requirements Analysis, Tableau, Business Process Mapping, Software Planning, IT Solutions, Communication, SQL, Query Writing, Showcase Query, KPI Dashboards, Excel Dashboards, Employee Training, Gap Analysis, Customer Service, Management, Microsoft Word, Microsoft Office, Sales, Strategic Planning, Social Media
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Corporate Finance
Labatt Food Service October 2014 - Present
Labatt Food Service July 2012 - October 2014
The Financial Services Roundtable January 2012 - May 2012
Community Tax Center January 2011 - April 2011
Skills
Business Analysis, Microsoft Excel, Analysis, Business Process..., PowerPoint, Financial Analysis, Data Analysis, Visio, Forecasting, Project Management, Requirements Analysis, Tableau, Business Process Mapping, Software Planning, IT Solutions, Communication, SQL, Query Writing, Showcase Query, KPI Dashboards, Excel Dashboards, Employee Training, Gap Analysis, Customer Service, Management, Microsoft Word, Microsoft Office, Sales, Strategic Planning, Social Media
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Corporate Finance
Christian Souza Christian Souza's The Financial Services Roundtable Experience August 2013 - January 2014
Job Associate at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank January 2015 - Present
Care Free Homes, Inc. February 2014 - December 2014
The Financial Services Roundtable August 2013 - January 2014
Bay State Gymnastics Academy May 2012 - August 2013
Mac's Soda Bar June 2009 - August 2013
City Personnel - Recruitment Consultants May 2012 - October 2012
Skills
PowerPoint, Market Research, Social Media Marketing, Marketing, Social Media, Marketing Research, Facebook, Microsoft Excel, Summarizing Information, Financial Reporting, Report Writing, Corporate Events, Advocate, Microsoft Office, CRM, Data Analysis, Data Entry, Electrical..., OSHA Certified, Volunteering, Non-profit Volunteer, Leadership, Team Leadership, Teamwork, Networking, Meeting Scheduling, Personal Finance, Investments, Physical Training, Fitness Training, Clerical Skills, Clerical Work, Lobbying, Grassroots Lobbying, Expense Reports, Fast-paced, Non-profit Volunteering, Time Management, Financial Analysis, Finance, Analysis, Sales, Research
Education
University of Massachusetts Dartmouth 2010 — 2014
BS, Finance, General
Greater New Bedford Regional Vocational Technical High School
Silicon Valley Bank January 2015 - Present
Care Free Homes, Inc. February 2014 - December 2014
The Financial Services Roundtable August 2013 - January 2014
Bay State Gymnastics Academy May 2012 - August 2013
Mac's Soda Bar June 2009 - August 2013
City Personnel - Recruitment Consultants May 2012 - October 2012
Skills
PowerPoint, Market Research, Social Media Marketing, Marketing, Social Media, Marketing Research, Facebook, Microsoft Excel, Summarizing Information, Financial Reporting, Report Writing, Corporate Events, Advocate, Microsoft Office, CRM, Data Analysis, Data Entry, Electrical..., OSHA Certified, Volunteering, Non-profit Volunteer, Leadership, Team Leadership, Teamwork, Networking, Meeting Scheduling, Personal Finance, Investments, Physical Training, Fitness Training, Clerical Skills, Clerical Work, Lobbying, Grassroots Lobbying, Expense Reports, Fast-paced, Non-profit Volunteering, Time Management, Financial Analysis, Finance, Analysis, Sales, Research
Education
University of Massachusetts Dartmouth 2010 — 2014
BS, Finance, General
Greater New Bedford Regional Vocational Technical High School
Erica Peterson Erica Peterson's The Financial Services Roundtable Experience January 2013 - August 2013
Job Assistant Attorney General at Office of the West Virginia Attorney General
Industry Law Practice
Experience
Office of the West Virginia Attorney General May 2015 - Present
Office of the West Virginia Attorney General January 2015 - May 2015
George Mason University School of Law January 2013 - December 2014
U.S. Chamber of Commerce January 2014 - July 2014
Administrative Conference of the United States January 2014 - April 2014
National Association of Federal Credit Unions August 2013 - November 2013
The Financial Services Roundtable January 2013 - August 2013
International Models Project on Women's Rights (IMPOWR) October 2011 - January 2013
CUNA -- Credit Union National Association May 2012 - August 2012
Institute of International Banking Law and Practice September 2011 - August 2012
Education
George Mason University School of Law 2011 — 2014
Juris Doctor (J.D.), cum laude
American University 2007 — 2010
BA, International Studies, magna cum laude
Office of the West Virginia Attorney General May 2015 - Present
Office of the West Virginia Attorney General January 2015 - May 2015
George Mason University School of Law January 2013 - December 2014
U.S. Chamber of Commerce January 2014 - July 2014
Administrative Conference of the United States January 2014 - April 2014
National Association of Federal Credit Unions August 2013 - November 2013
The Financial Services Roundtable January 2013 - August 2013
International Models Project on Women's Rights (IMPOWR) October 2011 - January 2013
CUNA -- Credit Union National Association May 2012 - August 2012
Institute of International Banking Law and Practice September 2011 - August 2012
Education
George Mason University School of Law 2011 — 2014
Juris Doctor (J.D.), cum laude
American University 2007 — 2010
BA, International Studies, magna cum laude
Kimberly Harkins Kimberly Harkins's The Financial Services Roundtable Experience February 2013 - May 2013
Job Intellectual Property Paralegal at Venable LLP
Industry Legal Services
Experience
Venable LLP July 2013 - Present
The Financial Services Roundtable February 2013 - May 2013
Capital Gifts and Awards, Inc. June 2012 - February 2013
Baldwin, Kagan & Gormley, LLC June 2011 - September 2011
The Jaklitsch Law Group June 2011 - September 2011
Skills
PowerPoint, Government, Legal Issues, Microsoft Office, Copywriting, Microsoft Excel, Editing, Microsoft Word, Public Speaking, Budgets, Research, Social Media, Legal Research, Social Media Marketing, Market Research, Marketing, Spanish, Fundraising, Facebook, Project Management, Sales, Outlook, Insurance, Event Planning, Public Relations, Trials, Courts, Data Analysis, Mediation, Legal Writing
Education
Lafayette College 2008 — 2012
Bachelor of Arts (B.A.), Government and Law, 3.3
Venable LLP July 2013 - Present
The Financial Services Roundtable February 2013 - May 2013
Capital Gifts and Awards, Inc. June 2012 - February 2013
Baldwin, Kagan & Gormley, LLC June 2011 - September 2011
The Jaklitsch Law Group June 2011 - September 2011
Skills
PowerPoint, Government, Legal Issues, Microsoft Office, Copywriting, Microsoft Excel, Editing, Microsoft Word, Public Speaking, Budgets, Research, Social Media, Legal Research, Social Media Marketing, Market Research, Marketing, Spanish, Fundraising, Facebook, Project Management, Sales, Outlook, Insurance, Event Planning, Public Relations, Trials, Courts, Data Analysis, Mediation, Legal Writing
Education
Lafayette College 2008 — 2012
Bachelor of Arts (B.A.), Government and Law, 3.3
Everett Kimball Everett Kimball's The Financial Services Roundtable Experience May 2011 - August 2011
Job Senior Consultant at Deloitte Consulting LLP
Industry Public Policy
Experience
Deloitte Consulting July 2013 - Present
Center for Public Policy and Private Enterprise August 2012 - July 2013
Deloitte Consulting June 2012 - August 2012
University of Maryland January 2011 - May 2012
The Financial Services Roundtable May 2011 - August 2011
The Hill Newspaper October 2007 - August 2010
Keiffer Mitchell for Mayor June 2007 - September 2007
Skills
Public Policy, Politics, Fundraising, Event Planning, Press Releases, Research, Community Outreach, Policy Analysis, Legislative Relations, Policy, Government, Microsoft Excel, Legislative Research, Public Speaking, Grassroots Organizing, Event Management, International Relations, Nonprofits, Grant Writing, Political Campaigns, Management, Legislation, Microsoft Office, Strategic Communications, Legal Writing, Proposal Writing, Political Science, Editing, Foreign Policy, Project Management
Education
University of Maryland College Park 2010 — 2013
MBA/MPP, Public Sector Financial Management, Electronic Commerce
Dickinson College 2003 — 2007
Bachelor of Arts, Political Science
St. Paul's School 1999 — 2003
Deloitte Consulting July 2013 - Present
Center for Public Policy and Private Enterprise August 2012 - July 2013
Deloitte Consulting June 2012 - August 2012
University of Maryland January 2011 - May 2012
The Financial Services Roundtable May 2011 - August 2011
The Hill Newspaper October 2007 - August 2010
Keiffer Mitchell for Mayor June 2007 - September 2007
Skills
Public Policy, Politics, Fundraising, Event Planning, Press Releases, Research, Community Outreach, Policy Analysis, Legislative Relations, Policy, Government, Microsoft Excel, Legislative Research, Public Speaking, Grassroots Organizing, Event Management, International Relations, Nonprofits, Grant Writing, Political Campaigns, Management, Legislation, Microsoft Office, Strategic Communications, Legal Writing, Proposal Writing, Political Science, Editing, Foreign Policy, Project Management
Education
University of Maryland College Park 2010 — 2013
MBA/MPP, Public Sector Financial Management, Electronic Commerce
Dickinson College 2003 — 2007
Bachelor of Arts, Political Science
St. Paul's School 1999 — 2003
Josh Fuller's The Financial Services Roundtable Experience January 2013 - April 2013
Job J.D. Candidate, SMU Dedman School of Law
Industry Law Practice
Experience
Beasley, Hightower & Harris, PC June 2015 - August 2015
Fifth District Court of Appeals - Dallas May 2015 - June 2015
The Financial Services Roundtable January 2013 - April 2013
McDaniel & Associates, PC June 2012 - August 2012
LawProse, Inc. May 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Spanish, Facebook, Research, Government, Fundraising, Community Outreach
Education
SMU Dedman School of Law 2014 — 2017
Doctor of Law (J.D.)
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), History and Philosophy
Beasley, Hightower & Harris, PC June 2015 - August 2015
Fifth District Court of Appeals - Dallas May 2015 - June 2015
The Financial Services Roundtable January 2013 - April 2013
McDaniel & Associates, PC June 2012 - August 2012
LawProse, Inc. May 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Spanish, Facebook, Research, Government, Fundraising, Community Outreach
Education
SMU Dedman School of Law 2014 — 2017
Doctor of Law (J.D.)
The University of Texas at Austin 2010 — 2014
Bachelor of Arts (B.A.), History and Philosophy
Rachel DeRoeck Rachel DeRoeck's The Financial Services Roundtable Experience May 2007 - August 2007
Job Relationship Manager at ADP
Industry Insurance
Experience
ADP August 2013 - Present
ADP January 2013 - August 2013
Benefits Technologies, LLC November 2011 - December 2012
Aflac August 2010 - October 2012
Family Video Movie Club, Inc March 2009 - April 2010
Global Tan, Inc February 2008 - December 2008
Unique Indoor Comfort, King of Prussia, PA September 2007 - February 2008
The Financial Services Roundtable May 2007 - August 2007
Tiffin University April 2006 - August 2006
Tiffn University August 2004 - May 2005
Skills
Customer Service, Budgeting, Promotions, Benefits, Scheduling, Cold Calling, Insurance, Employee Benefits, Budgets, Accounts Payable, Sales, Disability Insurance, Time Management, Management, Human Resources, Public Relations, Life Insurance, Training, Small Business, New Business Development, Health Insurance, Sales Management, Health Savings Accounts, Employee Relations, Advertising, Interviews, Account Management, Team Building, Strategic Planning, Term Life Insurance, Payroll, Coaching, Process Scheduler, Recruiting, Leadership, Cafeteria Plans, Customer Retention, Flexible Spending..., Benefits Administration, Accident, Brokers
Education
Tiffin University 2003 — 2007
B.B.A., Human Resources & Sports Management
Tiffin University 2003 — 2007
B.B.A, Human Resources & Sports Management
ADP August 2013 - Present
ADP January 2013 - August 2013
Benefits Technologies, LLC November 2011 - December 2012
Aflac August 2010 - October 2012
Family Video Movie Club, Inc March 2009 - April 2010
Global Tan, Inc February 2008 - December 2008
Unique Indoor Comfort, King of Prussia, PA September 2007 - February 2008
The Financial Services Roundtable May 2007 - August 2007
Tiffin University April 2006 - August 2006
Tiffn University August 2004 - May 2005
Skills
Customer Service, Budgeting, Promotions, Benefits, Scheduling, Cold Calling, Insurance, Employee Benefits, Budgets, Accounts Payable, Sales, Disability Insurance, Time Management, Management, Human Resources, Public Relations, Life Insurance, Training, Small Business, New Business Development, Health Insurance, Sales Management, Health Savings Accounts, Employee Relations, Advertising, Interviews, Account Management, Team Building, Strategic Planning, Term Life Insurance, Payroll, Coaching, Process Scheduler, Recruiting, Leadership, Cafeteria Plans, Customer Retention, Flexible Spending..., Benefits Administration, Accident, Brokers
Education
Tiffin University 2003 — 2007
B.B.A., Human Resources & Sports Management
Tiffin University 2003 — 2007
B.B.A, Human Resources & Sports Management
Scott Raeder's The Financial Services Roundtable Experience June 2009 - August 2009
Job Associate at PwC
Industry Government Relations
Experience
PwC January 2015 - Present
CNA January 2014 - December 2014
Energetics June 2010 - December 2013
U.S. Department of Homeland Security September 2009 - May 2010
The Financial Services Roundtable June 2009 - August 2009
University of Maryland, College Park - Center for Public Policy and Private Enterprise June 2008 - May 2009
Skills
Policy, Policy Analysis, Government, Research, Strategic Planning, Proposal Writing, Public Policy, Public Affairs, Homeland Security, Critical Infrastructure..., Editing, Program Management, Nonprofits, National Security, Economics, International Relations, Analysis
Education
University of Maryland College Park 2008 — 2010
MPP, International Security and Economic Policy
James Madison University 2003 — 2007
B.A., History and Spanish
Osbourn Park
Osbourn Park
PwC January 2015 - Present
CNA January 2014 - December 2014
Energetics June 2010 - December 2013
U.S. Department of Homeland Security September 2009 - May 2010
The Financial Services Roundtable June 2009 - August 2009
University of Maryland, College Park - Center for Public Policy and Private Enterprise June 2008 - May 2009
Skills
Policy, Policy Analysis, Government, Research, Strategic Planning, Proposal Writing, Public Policy, Public Affairs, Homeland Security, Critical Infrastructure..., Editing, Program Management, Nonprofits, National Security, Economics, International Relations, Analysis
Education
University of Maryland College Park 2008 — 2010
MPP, International Security and Economic Policy
James Madison University 2003 — 2007
B.A., History and Spanish
Osbourn Park
Osbourn Park
Alexandra DeSanctis's The Financial Services Roundtable Experience May 2013 - May 2014
Job Executive Editor at the Irish Rover
Industry Newspapers
Experience
Ethika Politika May 2015 - Present
Irish Rover April 2015 - Present
Edith Stein Project April 2014 - Present
High Point Enterprise May 2015 - July 2015
Irish Rover April 2014 - April 2015
USA TODAY May 2014 - July 2014
The Financial Services Roundtable May 2013 - May 2014
Irish Rover December 2013 - April 2014
Irish Rover January 2013 - December 2013
The Laura Ingraham Show June 2012 - August 2012
Skills
Radio, Journalism, Press Releases, Politics, Facebook, Crisis Communications, Editing, Proofreading, Political Communication, News Analysis, News Writing, Newspapers, Online Journalism, Social Media, Copy Editing, Twitter, New Media, Receptionist Duties, WordPress, Social Networking, Data Analysis, MailChimp, Adobe Audition, Vocus, Final Cut Pro, Fact-checking
Education
University of Notre Dame 2012 — 2016
Major: Political Science. Minors: Constitutional Studies, Theology
Oakcrest 2006 — 2012
Ethika Politika May 2015 - Present
Irish Rover April 2015 - Present
Edith Stein Project April 2014 - Present
High Point Enterprise May 2015 - July 2015
Irish Rover April 2014 - April 2015
USA TODAY May 2014 - July 2014
The Financial Services Roundtable May 2013 - May 2014
Irish Rover December 2013 - April 2014
Irish Rover January 2013 - December 2013
The Laura Ingraham Show June 2012 - August 2012
Skills
Radio, Journalism, Press Releases, Politics, Facebook, Crisis Communications, Editing, Proofreading, Political Communication, News Analysis, News Writing, Newspapers, Online Journalism, Social Media, Copy Editing, Twitter, New Media, Receptionist Duties, WordPress, Social Networking, Data Analysis, MailChimp, Adobe Audition, Vocus, Final Cut Pro, Fact-checking
Education
University of Notre Dame 2012 — 2016
Major: Political Science. Minors: Constitutional Studies, Theology
Oakcrest 2006 — 2012
John (Sean) McNeece IV John (Sean) McNeece IV's The Financial Services Roundtable Experience January 2012 - May 2012
Job VP, ICG Global Product Compliance—Commercial & Prepaid Cards
Industry Law Practice
Experience
Citi August 2015 - Present
Citi August 2013 - Present
NASDAQ OMX June 2012 - August 2012
The Financial Services Roundtable January 2012 - May 2012
Bank of America June 2011 - September 2011
Federal Defenders of San Diego May 2010 - August 2010
United States Mission to UNESCO May 2009 - September 2009
Armfelt & Associés June 2008 - August 2008
Skills
Legal Services, Financial Regulation, Clearing Houses, Interest Rate Swaps, Regulatory Research, Basel III, Dodd-Frank, EMIR, Legal Research, Legal Writing, LexisNexis, Westlaw, Security Clearance, French, Administrative Law, Translation, Federal Regulations, Microsoft Office, Contract Management, Photoshop, Final Cut Pro, Digital Photography, Government, Securities Regulation, Trials
Education
Georgetown University Law Center 2010 — 2013
Juris Doctor, Law
ESI/George Washington University 2010 — 2010
Certificate, Federal Acquisition Regulations
Cornell University 2005 — 2009
BA, Political Science, History
Francis W. Parker School 1991 — 2005
High School Diploma
Citi August 2015 - Present
Citi August 2013 - Present
NASDAQ OMX June 2012 - August 2012
The Financial Services Roundtable January 2012 - May 2012
Bank of America June 2011 - September 2011
Federal Defenders of San Diego May 2010 - August 2010
United States Mission to UNESCO May 2009 - September 2009
Armfelt & Associés June 2008 - August 2008
Skills
Legal Services, Financial Regulation, Clearing Houses, Interest Rate Swaps, Regulatory Research, Basel III, Dodd-Frank, EMIR, Legal Research, Legal Writing, LexisNexis, Westlaw, Security Clearance, French, Administrative Law, Translation, Federal Regulations, Microsoft Office, Contract Management, Photoshop, Final Cut Pro, Digital Photography, Government, Securities Regulation, Trials
Education
Georgetown University Law Center 2010 — 2013
Juris Doctor, Law
ESI/George Washington University 2010 — 2010
Certificate, Federal Acquisition Regulations
Cornell University 2005 — 2009
BA, Political Science, History
Francis W. Parker School 1991 — 2005
High School Diploma
Lucy Curran Lucy Curran's The Financial Services Roundtable Experience May 2012 - August 2012
Job Business Analyst at Sila Solutions Group
Industry Information Technology and Services
Experience
Sila Solutions Group March 2014 - Present
United States Senate July 2013 - March 2014
The Financial Services Roundtable May 2012 - August 2012
U.S. House of Representatives July 2011 - August 2011
United States Senate June 2011 - July 2011
Skills
System Testing, Requirements Gathering, Research, Social Media, PowerPoint, Microsoft Excel, Government, Public Speaking, Social Networking, Data Analysis, Microsoft Word, Public Relations, Editing
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (BA), Economics and History
University College London, U. of London 2011 — 2012
Economics, junior
Mountain Brook High School 2005 — 2009
High School
Sila Solutions Group March 2014 - Present
United States Senate July 2013 - March 2014
The Financial Services Roundtable May 2012 - August 2012
U.S. House of Representatives July 2011 - August 2011
United States Senate June 2011 - July 2011
Skills
System Testing, Requirements Gathering, Research, Social Media, PowerPoint, Microsoft Excel, Government, Public Speaking, Social Networking, Data Analysis, Microsoft Word, Public Relations, Editing
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (BA), Economics and History
University College London, U. of London 2011 — 2012
Economics, junior
Mountain Brook High School 2005 — 2009
High School
Joel Kopperud Joel Kopperud's The Financial Services Roundtable Experience December 2001 - August 2005
Job VP, Government Affairs
Industry Public Policy
Experience
The Council of Insurance Agents & Brokers June 2008 - Present
Global USA, Inc. January 2007 - June 2008
Powell Tate Weber Shandwick August 2005 - January 2007
The Financial Services Roundtable December 2001 - August 2005
Skills
Strategic Planning, Public Speaking, Public Relations, Public Policy, Fundraising, Grassroots Organizing, Media Relations, Policy Analysis, International Relations, International Trade, Organizational..., Governmental Affairs, Political Communication, Political Management, Government, Legislative Relations, Policy, Political Science, Legislation, Coalitions, Nonprofits, Strategy, Message Development
Education
American University 1997 — 2001
Bachelor of Arts (B.A.), Political Science
The Council of Insurance Agents & Brokers June 2008 - Present
Global USA, Inc. January 2007 - June 2008
Powell Tate Weber Shandwick August 2005 - January 2007
The Financial Services Roundtable December 2001 - August 2005
Skills
Strategic Planning, Public Speaking, Public Relations, Public Policy, Fundraising, Grassroots Organizing, Media Relations, Policy Analysis, International Relations, International Trade, Organizational..., Governmental Affairs, Political Communication, Political Management, Government, Legislative Relations, Policy, Political Science, Legislation, Coalitions, Nonprofits, Strategy, Message Development
Education
American University 1997 — 2001
Bachelor of Arts (B.A.), Political Science
Nick Bhargava Nick Bhargava's The Financial Services Roundtable Experience 2011 - 2011
Job CoFounder at GROUNDFLOOR Finance
Industry Financial Services
Experience
GROUNDFLOOR Finance 2013 - Present
Motaavi, LLC September 2011 - 2013
SciQuest January 2012 - May 2012
The Financial Services Roundtable 2011 - 2011
US Securities and Exchange Commission 2010 - 2010
Financial Industry Regulatory Authority 2009 - 2009
TD 2006 - 2008
RBC 2004 - 2006
Skills
Financial Regulation, Securities Law, Trading Systems, Venture Capital, Private Equity, Capital Markets, Hedge Funds, Financial Modeling, Investments, Securities, Investment Banking, Emerging Markets, Equities, Valuation, Entrepreneurship, Due Diligence, Corporate Finance, Mergers, Start-ups, Mergers & Acquisitions, Corporate Development, Economics, Securities Regulation, Alternative Investments, Joint Ventures, Investor Relations, Private Placements, IPO, Angel Investing, Structured Finance, Financial Structuring, M&A experience, Executive Management, Business Valuation, Investment Strategies
Education
Duke University
University of Alberta
GROUNDFLOOR Finance 2013 - Present
Motaavi, LLC September 2011 - 2013
SciQuest January 2012 - May 2012
The Financial Services Roundtable 2011 - 2011
US Securities and Exchange Commission 2010 - 2010
Financial Industry Regulatory Authority 2009 - 2009
TD 2006 - 2008
RBC 2004 - 2006
Skills
Financial Regulation, Securities Law, Trading Systems, Venture Capital, Private Equity, Capital Markets, Hedge Funds, Financial Modeling, Investments, Securities, Investment Banking, Emerging Markets, Equities, Valuation, Entrepreneurship, Due Diligence, Corporate Finance, Mergers, Start-ups, Mergers & Acquisitions, Corporate Development, Economics, Securities Regulation, Alternative Investments, Joint Ventures, Investor Relations, Private Placements, IPO, Angel Investing, Structured Finance, Financial Structuring, M&A experience, Executive Management, Business Valuation, Investment Strategies
Education
Duke University
University of Alberta
Manu Srivastava's The Financial Services Roundtable Experience January 2010 - June 2010
Job Senior Associate at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company January 2014 - Present
CGI July 2012 - January 2014
Startup America Partnership August 2011 - January 2012
Community Development Initiative June 2011 - August 2011
CompTIA September 2010 - May 2011
The Financial Services Roundtable January 2010 - June 2010
General Electric June 2008 - September 2009
Children of Ubumi May 2009 - August 2009
The Shamrock Companies August 2008 - December 2008
Skills
Market Research, Analysis, Policy, International Trade, Research, Strategic Planning, Microsoft Office, PowerPoint, Data Analysis, Policy Analysis, Business Strategy, Program Management, Financial Analysis, Market Analysis, International Relations, New Business Development, Process Improvement, Database Design, Software Quality..., Requirements Analysis, Leadership, Strategy, Start-ups, Public Speaking
Education
Case Western Reserve University 2005 — 2009
BS, Management-Finance
George Mason University 2010 — 2012
Masters, International Commerce and Policy
Maastricht University 2012 — 2012
The Advisory Board Company January 2014 - Present
CGI July 2012 - January 2014
Startup America Partnership August 2011 - January 2012
Community Development Initiative June 2011 - August 2011
CompTIA September 2010 - May 2011
The Financial Services Roundtable January 2010 - June 2010
General Electric June 2008 - September 2009
Children of Ubumi May 2009 - August 2009
The Shamrock Companies August 2008 - December 2008
Skills
Market Research, Analysis, Policy, International Trade, Research, Strategic Planning, Microsoft Office, PowerPoint, Data Analysis, Policy Analysis, Business Strategy, Program Management, Financial Analysis, Market Analysis, International Relations, New Business Development, Process Improvement, Database Design, Software Quality..., Requirements Analysis, Leadership, Strategy, Start-ups, Public Speaking
Education
Case Western Reserve University 2005 — 2009
BS, Management-Finance
George Mason University 2010 — 2012
Masters, International Commerce and Policy
Maastricht University 2012 — 2012
Edric Lamar Kirkman, MPA Edric Lamar Kirkman, MPA's The Financial Services Roundtable Experience June 2010 - August 2010
Job Budget Analyst at US Department of Transportation (DOT)
Industry Government Administration
Experience
US Department of Transportation, Office of the CFO, Assistant Secretary for Budget and Programs August 2014 - Present
Federal Highway Administration, Office of Policy and Governmental Affairs December 2013 - August 2014
US Department of Transportation, Office of the Chief Information Officer (OCIO) October 2012 - December 2013
U.S. House of Representatives March 2012 - October 2012
Organizing For America - Virginia August 2012 - August 2012
U.S. House of Representatives April 2011 - June 2011
Department of Army August 2010 - December 2010
The Financial Services Roundtable June 2010 - August 2010
University of Alabama September 2009 - January 2010
Library of Congress June 2009 - August 2009
Skills
Public Policy, Political Economy, National Security, Information Technology, Financial Services, Policy Analysis, Public Budgeting, Political Science, Research, Public Speaking, Community Outreach, Policy
Education
The George Washington University 2012 — 2014
Master of Professional Studies, Political Management
University of Alabama 2008 — 2010
Master, Public Administration; National Security
Armstrong Atlantic State University 2005 — 2008
Bachelor of Arts, Political Science
North Georgia College and State University
North Georgia College and State University
North Georgia College and State University
US Department of Transportation, Office of the CFO, Assistant Secretary for Budget and Programs August 2014 - Present
Federal Highway Administration, Office of Policy and Governmental Affairs December 2013 - August 2014
US Department of Transportation, Office of the Chief Information Officer (OCIO) October 2012 - December 2013
U.S. House of Representatives March 2012 - October 2012
Organizing For America - Virginia August 2012 - August 2012
U.S. House of Representatives April 2011 - June 2011
Department of Army August 2010 - December 2010
The Financial Services Roundtable June 2010 - August 2010
University of Alabama September 2009 - January 2010
Library of Congress June 2009 - August 2009
Skills
Public Policy, Political Economy, National Security, Information Technology, Financial Services, Policy Analysis, Public Budgeting, Political Science, Research, Public Speaking, Community Outreach, Policy
Education
The George Washington University 2012 — 2014
Master of Professional Studies, Political Management
University of Alabama 2008 — 2010
Master, Public Administration; National Security
Armstrong Atlantic State University 2005 — 2008
Bachelor of Arts, Political Science
North Georgia College and State University
North Georgia College and State University
North Georgia College and State University
Eric Hagen's The Financial Services Roundtable Experience August 2010 - September 2011
Job Associate at KBW
Industry Capital Markets
Experience
KBW August 2014 - Present
U.S. Department of the Treasury September 2011 - August 2014
The Financial Services Roundtable August 2010 - September 2011
Promontory Interfinancial Network June 2008 - May 2009
Skills
Financial Analysis, Economics, Financial Modeling, Public Policy, Policy Analysis, Valuation, Data Analysis, Government, Analysis, Bloomberg, Capital Markets, Portfolio Management, Finance, Investments, Management Consulting, Risk Management, Due Diligence
Education
Georgetown University 2009 — 2012
Masters, Real Estate Finance
The George Washington University - School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
City University of Hong Kong 2008 — 2008
KBW August 2014 - Present
U.S. Department of the Treasury September 2011 - August 2014
The Financial Services Roundtable August 2010 - September 2011
Promontory Interfinancial Network June 2008 - May 2009
Skills
Financial Analysis, Economics, Financial Modeling, Public Policy, Policy Analysis, Valuation, Data Analysis, Government, Analysis, Bloomberg, Capital Markets, Portfolio Management, Finance, Investments, Management Consulting, Risk Management, Due Diligence
Education
Georgetown University 2009 — 2012
Masters, Real Estate Finance
The George Washington University - School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
City University of Hong Kong 2008 — 2008
Ashley Green Ashley Green's The Financial Services Roundtable Experience 2006 - 2007
Job Manager of Crude Oil Marketing at Upstream Energy Services
Industry Oil & Energy
Experience
Upstream Energy Services September 2015 - Present
Sunoco Logistics July 2008 - August 2015
Sunoco Logistics July 2008 - January 2012
Sunoco Logistics July 2008 - January 2010
Black & Decker 2007 - 2008
The Financial Services Roundtable 2006 - 2007
Education
Tiffin University 2003 — 2007
Bachelors, Business, Management, Marketing, and Related Support Services
Upstream Energy Services September 2015 - Present
Sunoco Logistics July 2008 - August 2015
Sunoco Logistics July 2008 - January 2012
Sunoco Logistics July 2008 - January 2010
Black & Decker 2007 - 2008
The Financial Services Roundtable 2006 - 2007
Education
Tiffin University 2003 — 2007
Bachelors, Business, Management, Marketing, and Related Support Services
Elizabeth Organ Elizabeth Organ's The Financial Services Roundtable Experience January 2011 - April 2011
Job Furman Public Policy Scholar, JD Candidate 2017 at NYU School of Law
Industry Public Policy
Experience
Federal Reserve Bank of Dallas February 2013 - July 2014
Energy Future Holdings July 2012 - February 2013
FDIC August 2011 - May 2012
Federal Reserve Bank of Dallas May 2011 - August 2011
The Financial Services Roundtable January 2011 - April 2011
Magnolia Group September 2008 - May 2010
BioHouston, Inc June 2008 - July 2008
Skills
Microsoft Office, Brazilian Portuguese, Stata, Writing, Feature Writing, Editing, Feature Articles, Event Planning, Non-profits, Policy Analysis, Public Relations, Political Science, Research, Social Networking, Nonprofits, Microsoft Excel, Data Analysis, Government, Spanish
Education
New York University School of Law 2014 — 2017
Doctor of Law (JD), Class of 2017
The University of Texas at Dallas 2008 — 2012
BS, Economics
Universidade do Sul de Santa Catarina
Archer Program
Federal Reserve Bank of Dallas February 2013 - July 2014
Energy Future Holdings July 2012 - February 2013
FDIC August 2011 - May 2012
Federal Reserve Bank of Dallas May 2011 - August 2011
The Financial Services Roundtable January 2011 - April 2011
Magnolia Group September 2008 - May 2010
BioHouston, Inc June 2008 - July 2008
Skills
Microsoft Office, Brazilian Portuguese, Stata, Writing, Feature Writing, Editing, Feature Articles, Event Planning, Non-profits, Policy Analysis, Public Relations, Political Science, Research, Social Networking, Nonprofits, Microsoft Excel, Data Analysis, Government, Spanish
Education
New York University School of Law 2014 — 2017
Doctor of Law (JD), Class of 2017
The University of Texas at Dallas 2008 — 2012
BS, Economics
Universidade do Sul de Santa Catarina
Archer Program
Korry Kieffer Korry Kieffer's The Financial Services Roundtable Experience October 1997 - December 2000
Job Director, Regulatory Affairs at American Express
Industry Financial Services
Experience
American Express April 2014 - Present
American Express October 2012 - April 2014
American Express August 2010 - October 2012
American Express August 2007 - August 2010
Nutraceutical Corporation February 2000 - October 2006
The Financial Services Roundtable October 1997 - December 2000
Skills
Corporate Governance, Corporate Communications, Government Affairs, Media Relations, Leadership, Public Relations, Management, Internal Communications, Marketing, Marketing Strategy, Strategic Planning, Public Speaking, Business Strategy, Project Management, Research, Marketing Communications, Market Research, Event Planning, Fundraising, Government, Training, Nonprofits, Press Releases, Strategic Communications, Social Media, Team Building, Change Management, Event Management, Organizational..., Coaching, Program Management, Team Leadership, Strategy, Public Policy, Speech Writing, Project Planning, Business Planning, Policy, Newsletters, Customer Service, Leadership Development, Budgets, Executive Management, Business Development, Analysis, Entrepreneurship, Banking, Data Analysis, Management Consulting, Mergers
Education
Brigham Young University 1995 — 1997
MBA
Brigham Young University 1989 — 1994
BA, Political Science
American Express April 2014 - Present
American Express October 2012 - April 2014
American Express August 2010 - October 2012
American Express August 2007 - August 2010
Nutraceutical Corporation February 2000 - October 2006
The Financial Services Roundtable October 1997 - December 2000
Skills
Corporate Governance, Corporate Communications, Government Affairs, Media Relations, Leadership, Public Relations, Management, Internal Communications, Marketing, Marketing Strategy, Strategic Planning, Public Speaking, Business Strategy, Project Management, Research, Marketing Communications, Market Research, Event Planning, Fundraising, Government, Training, Nonprofits, Press Releases, Strategic Communications, Social Media, Team Building, Change Management, Event Management, Organizational..., Coaching, Program Management, Team Leadership, Strategy, Public Policy, Speech Writing, Project Planning, Business Planning, Policy, Newsletters, Customer Service, Leadership Development, Budgets, Executive Management, Business Development, Analysis, Entrepreneurship, Banking, Data Analysis, Management Consulting, Mergers
Education
Brigham Young University 1995 — 1997
MBA
Brigham Young University 1989 — 1994
BA, Political Science
AL SILIPIGNI's The Financial Services Roundtable Experience January 2013 - Present
Job Senior Vice President, US Head of Conduct Risk at HSBC
Industry Financial Services
Experience
HSBC May 2014 - Present
IAPP - International Association of Privacy Professionals January 2013 - Present
The Financial Services Roundtable January 2013 - Present
Ponemon Institute January 2007 - Present
The Future of Privacy Forum January 2009 - July 2015
HSBC July 2012 - May 2014
Hunton & Williams LLP January 2007 - December 2012
American Express 2003 - 2012
Omnicom Media Group January 2000 - January 2003
Cap Gemini January 1996 - January 2000
Skills
Privacy Law, Data Privacy, Strategic Planning, Governance, Online Advertising, Emerging Technologies, Strategic Partnerships, GLBA, Banking, Cards, Web Applications, Social Media, Enterprise Risk..., Mergers, Corporate Governance, Information Security..., Risk Management, Contract Negotiation, Management, Mergers & Acquisitions, Leadership, Business Strategy, Information Security, Start-ups, Management Consulting, Operational Risk..., Licensing, Intellectual Property, Corporate Law, Strategy, Financial Services, Program Management, Financial Risk
Education
Lehigh University
BS, Finance/Economics/Law
New York University - Leonard N. Stern School of Business
MBA, Finance
HSBC May 2014 - Present
IAPP - International Association of Privacy Professionals January 2013 - Present
The Financial Services Roundtable January 2013 - Present
Ponemon Institute January 2007 - Present
The Future of Privacy Forum January 2009 - July 2015
HSBC July 2012 - May 2014
Hunton & Williams LLP January 2007 - December 2012
American Express 2003 - 2012
Omnicom Media Group January 2000 - January 2003
Cap Gemini January 1996 - January 2000
Skills
Privacy Law, Data Privacy, Strategic Planning, Governance, Online Advertising, Emerging Technologies, Strategic Partnerships, GLBA, Banking, Cards, Web Applications, Social Media, Enterprise Risk..., Mergers, Corporate Governance, Information Security..., Risk Management, Contract Negotiation, Management, Mergers & Acquisitions, Leadership, Business Strategy, Information Security, Start-ups, Management Consulting, Operational Risk..., Licensing, Intellectual Property, Corporate Law, Strategy, Financial Services, Program Management, Financial Risk
Education
Lehigh University
BS, Finance/Economics/Law
New York University - Leonard N. Stern School of Business
MBA, Finance
Maura Solomon Woosley Maura Solomon Woosley's The Financial Services Roundtable Experience November 2000 - May 2002
Job Managing Director, Federal Government Affairs, Citigroup
Industry Government Relations
Experience
Citi December 2010 - Present
Citi June 2002 - December 2010
The Financial Services Roundtable November 2000 - May 2002
Office of Thrift Supervision May 1999 - November 2000
Barnett & Sivon, P.C. August 1995 - May 1999
Legi-Slate, Inc. October 1993 - July 1995
Skills
Policy, Policy Analysis, Government, Legal Writing, Legal Research, Politics, Public Policy, Legislative Relations, Legislation, Financial Services, Litigation, Federal Government, International Relations, International Law, Securities Regulation
Education
Georgetown University Law Center 1997 — 2001
JD
Wesleyan University 1989 — 1993
BA, Political Science and Government
Citi December 2010 - Present
Citi June 2002 - December 2010
The Financial Services Roundtable November 2000 - May 2002
Office of Thrift Supervision May 1999 - November 2000
Barnett & Sivon, P.C. August 1995 - May 1999
Legi-Slate, Inc. October 1993 - July 1995
Skills
Policy, Policy Analysis, Government, Legal Writing, Legal Research, Politics, Public Policy, Legislative Relations, Legislation, Financial Services, Litigation, Federal Government, International Relations, International Law, Securities Regulation
Education
Georgetown University Law Center 1997 — 2001
JD
Wesleyan University 1989 — 1993
BA, Political Science and Government
Hunter Anderson Hunter Anderson's The Financial Services Roundtable Experience May 2012 - August 2012
Job Tax Associate at PwC
Industry Law Practice
Experience
PwC October 2013 - Present
Investment Adviser Association January 2013 - October 2013
US Securities and Exchange Commission September 2012 - December 2012
The Financial Services Roundtable May 2012 - August 2012
Patton Boggs LLP May 2011 - September 2011
Skills
Legal Research, Spanish, Legal Writing
Education
The George Washington University Law School 2010 — 2013
Juris Doctor
Brigham Young University 2003 — 2009
B.A., Latin American Studies
PwC October 2013 - Present
Investment Adviser Association January 2013 - October 2013
US Securities and Exchange Commission September 2012 - December 2012
The Financial Services Roundtable May 2012 - August 2012
Patton Boggs LLP May 2011 - September 2011
Skills
Legal Research, Spanish, Legal Writing
Education
The George Washington University Law School 2010 — 2013
Juris Doctor
Brigham Young University 2003 — 2009
B.A., Latin American Studies
John Fricke John Fricke's The Financial Services Roundtable Experience May 2009 - November 2010
Job SVP Business Development at IdentaZone
Industry Financial Services
Experience
IdentaZone February 2013 - Present
True North International February 2011 - October 2012
The Financial Services Roundtable May 2009 - November 2010
Financial Services Technoligy Consortium November 2006 - May 2009
JPMChase May 1981 - November 2006
Skills
Architecture, IT Strategy, Open Source, System Architecture, Scalability, Enterprise Architecture, Security, Budgeting, Banking, Analysis, Strategic Planning, Process Engineering, Vendor Management, Program Management, Disaster Recovery, Product Management, Risk Management, Business Management, Change Management, Business Continuity, Mergers, Business Analysis, Team Building, Project Management, Leadership, Budgets, Business Development, Payments, Strategy, Management, Architectures, Mergers & Acquisitions, Financial Services, Process Improvement, Integration, Executive Management, SDLC, Strategic Partnerships, Mobile Devices, Business Strategy, Start-ups, Enterprise Software, CRM
Education
University of Missouri-Saint Louis 1969 — 1973
Information Technology Project Management
St. Vincent High School 1958 — 1961
Technology and Management
IdentaZone February 2013 - Present
True North International February 2011 - October 2012
The Financial Services Roundtable May 2009 - November 2010
Financial Services Technoligy Consortium November 2006 - May 2009
JPMChase May 1981 - November 2006
Skills
Architecture, IT Strategy, Open Source, System Architecture, Scalability, Enterprise Architecture, Security, Budgeting, Banking, Analysis, Strategic Planning, Process Engineering, Vendor Management, Program Management, Disaster Recovery, Product Management, Risk Management, Business Management, Change Management, Business Continuity, Mergers, Business Analysis, Team Building, Project Management, Leadership, Budgets, Business Development, Payments, Strategy, Management, Architectures, Mergers & Acquisitions, Financial Services, Process Improvement, Integration, Executive Management, SDLC, Strategic Partnerships, Mobile Devices, Business Strategy, Start-ups, Enterprise Software, CRM
Education
University of Missouri-Saint Louis 1969 — 1973
Information Technology Project Management
St. Vincent High School 1958 — 1961
Technology and Management
Haley Carroll's The Financial Services Roundtable Experience January 2011 - April 2011
Job Program Specialist at Texas Education Agency
Industry Public Policy
Experience
Texas Education Agency March 2014 - Present
Analysis Group July 2012 - February 2014
Farm Credit Bank of Texas May 2011 - August 2011
The Financial Services Roundtable January 2011 - April 2011
Skills
Financial Modeling, Report Writing, Quantitative Research, Qualitative Research, Market Analysis, Data Management, Analytics, Microsoft Excel, Analysis, Strategy, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Georgetown University 2011 — 2011
Public Policy Analysis
Texas Education Agency March 2014 - Present
Analysis Group July 2012 - February 2014
Farm Credit Bank of Texas May 2011 - August 2011
The Financial Services Roundtable January 2011 - April 2011
Skills
Financial Modeling, Report Writing, Quantitative Research, Qualitative Research, Market Analysis, Data Management, Analytics, Microsoft Excel, Analysis, Strategy, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Word, PowerPoint
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Georgetown University 2011 — 2011
Public Policy Analysis
Eric Perelman Eric Perelman's The Financial Services Roundtable Experience August 2012 - December 2012
Job Associate at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP May 2015 - Present
PwC September 2014 - May 2015
US Securities and Exchange Commission September 2013 - December 2013
Investment Company Institute May 2013 - August 2013
US Securities and Exchange Commission 2012 - May 2013
The Financial Services Roundtable August 2012 - December 2012
Office of the Attorney General for the District of Columbia May 2012 - August 2012
Skills
Public Policy, Westlaw, Policy Analysis, Legal Research, Legal Writing, Corporate Governance, Securities Regulation, Appeals, Civil Litigation, Securities, Corporate Law, Legislation, Commercial Litigation, Capital Markets, Research, Public Speaking, Politics
Education
The George Washington University Law School 2011 — 2014
Doctor of Law (J.D.)
New York University 2007 — 2011
B.A. Cum Laude
SRHS
SRHS
Morgan, Lewis & Bockius LLP May 2015 - Present
PwC September 2014 - May 2015
US Securities and Exchange Commission September 2013 - December 2013
Investment Company Institute May 2013 - August 2013
US Securities and Exchange Commission 2012 - May 2013
The Financial Services Roundtable August 2012 - December 2012
Office of the Attorney General for the District of Columbia May 2012 - August 2012
Skills
Public Policy, Westlaw, Policy Analysis, Legal Research, Legal Writing, Corporate Governance, Securities Regulation, Appeals, Civil Litigation, Securities, Corporate Law, Legislation, Commercial Litigation, Capital Markets, Research, Public Speaking, Politics
Education
The George Washington University Law School 2011 — 2014
Doctor of Law (J.D.)
New York University 2007 — 2011
B.A. Cum Laude
SRHS
SRHS
Laura Becht Laura Becht's The Financial Services Roundtable Experience May 2013 - August 2013
Job Consultant at FTI Consulting
Industry Hospital & Health Care
Experience
FTI Consulting August 2015 - Present
College of William and Mary October 2012 - Present
FTI Consulting May 2014 - August 2014
The Financial Services Roundtable May 2013 - August 2013
US Census Bureau May 2012 - August 2012
US Census Bureau June 2011 - August 2011
Skills
Social Media, Research, Data Entry, Survey Methodology, Data Analysis, Event Planning, Editing, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Facebook, SurveyMonkey, Qualtrics, Cascade Server, Note Taking, Constant Contact, SPSS, SQL
Education
The College of William and Mary 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing and English
University of Exeter 2013 — 2013
Marketing and English
Bishop Ireton High School 2007 — 2011
FTI Consulting August 2015 - Present
College of William and Mary October 2012 - Present
FTI Consulting May 2014 - August 2014
The Financial Services Roundtable May 2013 - August 2013
US Census Bureau May 2012 - August 2012
US Census Bureau June 2011 - August 2011
Skills
Social Media, Research, Data Entry, Survey Methodology, Data Analysis, Event Planning, Editing, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Facebook, SurveyMonkey, Qualtrics, Cascade Server, Note Taking, Constant Contact, SPSS, SQL
Education
The College of William and Mary 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing and English
University of Exeter 2013 — 2013
Marketing and English
Bishop Ireton High School 2007 — 2011
Elise Perkins's The Financial Services Roundtable Experience April 2012 - March 2013
Job Owner, ep communications
Industry Government Relations
Experience
ep communications (Washington DC) October 2014 - Present
Committee for Economic Development March 2013 - September 2014
The Financial Services Roundtable April 2012 - March 2013
The Financial Services Roundtable June 2008 - April 2012
Skills
Crisis Communications, Social Media, Strategic Communications, Media Relations, Public Policy, Public Relations, Press Releases, Editing, Public Affairs, Message Development, Event Planning, Public Speaking, Internal Communications, Corporate Communications, Issues Managment, Reputation Management, Branding & Identity, Government, Social Media Marketing, Strategy, Blogging, Marketing
Education
Dickinson College 2004 — 2008
B.A., American Studies
ep communications (Washington DC) October 2014 - Present
Committee for Economic Development March 2013 - September 2014
The Financial Services Roundtable April 2012 - March 2013
The Financial Services Roundtable June 2008 - April 2012
Skills
Crisis Communications, Social Media, Strategic Communications, Media Relations, Public Policy, Public Relations, Press Releases, Editing, Public Affairs, Message Development, Event Planning, Public Speaking, Internal Communications, Corporate Communications, Issues Managment, Reputation Management, Branding & Identity, Government, Social Media Marketing, Strategy, Blogging, Marketing
Education
Dickinson College 2004 — 2008
B.A., American Studies
Kristina Ashqar, CPA, CA Kristina Ashqar, CPA, CA's The Financial Services Roundtable Experience January 2006 - May 2006
Job Manager Audit & Assurance at PSB Boisjoli, LLP
Industry Accounting
Experience
PSB Boisjoli, LLP October 2012 - Present
PSB Boisjoli, LLP January 2009 - November 2012
PSB Boisjoli, LLP May 2007 - December 2008
The Financial Services Roundtable January 2006 - May 2006
Skills
Outgoing, Fast learner, Hard working, Accounting, Financial Analysis, GAAP, Internal Controls, Forecasting, Auditing, External Audit, Due Diligence, Assurance, Consolidation, Financial Accounting, Corporate Tax, Financial Reporting, Financial Audits
Education
Concordia University 2008 — 2010
Graduate Diploma, Chartered Accountancy
Queen's University 2003 — 2007
Bachelor of Commerce Honours, Accounting
Lower Canada College 1997 — 2003
High School Degree, High School/Secondary Diplomas and Certificates
PSB Boisjoli, LLP October 2012 - Present
PSB Boisjoli, LLP January 2009 - November 2012
PSB Boisjoli, LLP May 2007 - December 2008
The Financial Services Roundtable January 2006 - May 2006
Skills
Outgoing, Fast learner, Hard working, Accounting, Financial Analysis, GAAP, Internal Controls, Forecasting, Auditing, External Audit, Due Diligence, Assurance, Consolidation, Financial Accounting, Corporate Tax, Financial Reporting, Financial Audits
Education
Concordia University 2008 — 2010
Graduate Diploma, Chartered Accountancy
Queen's University 2003 — 2007
Bachelor of Commerce Honours, Accounting
Lower Canada College 1997 — 2003
High School Degree, High School/Secondary Diplomas and Certificates
W. Jackson Schultz's The Financial Services Roundtable Experience August 2012 - December 2012
Job GRC/Security/Operations Advisory
Industry Management Consulting
Experience
GraVoc Associates Inc. October 2014 - Present
Wolf & Company, P.C. July 2014 - October 2014
Salem State University September 2011 - May 2014
The Financial Services Roundtable August 2012 - December 2012
J.A. Cambece Law Office, P.C. July 2012 - September 2012
Apple Inc May 2010 - May 2011
Skills
Networking, Security, Risk Management, Risk Assessment, Information Technology, Public Speaking, Customer Service, Sales, IT Strategy, IT Management, Compliance, IT Audit, Policy Analysis, Information Security..., Business Development, HIPAA, FFIEC, NIST 800-53, Banking, Information Security, PCI DSS
Education
Brewster Academy
Diploma, High School
Salem State University
BS, Computer Science
The Washington Center for Internships and Academic Seminars
Alumni, Technology Policy
GraVoc Associates Inc. October 2014 - Present
Wolf & Company, P.C. July 2014 - October 2014
Salem State University September 2011 - May 2014
The Financial Services Roundtable August 2012 - December 2012
J.A. Cambece Law Office, P.C. July 2012 - September 2012
Apple Inc May 2010 - May 2011
Skills
Networking, Security, Risk Management, Risk Assessment, Information Technology, Public Speaking, Customer Service, Sales, IT Strategy, IT Management, Compliance, IT Audit, Policy Analysis, Information Security..., Business Development, HIPAA, FFIEC, NIST 800-53, Banking, Information Security, PCI DSS
Education
Brewster Academy
Diploma, High School
Salem State University
BS, Computer Science
The Washington Center for Internships and Academic Seminars
Alumni, Technology Policy
Todd Hill's The Financial Services Roundtable Experience January 2011 - Present
Job Director of Government Affairs
Industry Government Relations
Experience
The Financial Services Roundtable January 2011 - Present
Health Education Learning Project June 2008 - December 2010
The Financial Services Roundtable January 2010 - April 2010
Civic Strategies, LLC June 2008 - November 2008
CitiCapital July 2000 - June 2008
PDMetroNet March 2006 - March 2007
Skills
Fundraising, Research, Government Affairs, Budgeting, Time Management, Politics, Public Relations, Community Outreach, Political Campaigns, Compliance, Policy, Social Media, Microsoft Office, Strategic Planning, Customer Relations, Policy Analysis, Event Management, Writing, Government Relations, Negotiation, Public Speaking, Media Relations, Editing, Crisis Communications, Team Building, Campaign Management, Risk Management, Grassroots Organizing, Problem Solving, Blogging, Mentoring, Government Liaison, Press Releases, Legislative, Political Science, Budget Management, Event Planning, Public Policy, Strategic Communications, Government, Community Relations, Non-profits, Customer Service, Excel, Issues Management, Corporate Communications, Word, Market Research, Speech Writing, Analysis
Education
The University of Texas at Arlington 2007 — 2010
Bachelors, Political Science
North Lake College 2002 — 2006
Associates Degree, Applied Sciences
The Financial Services Roundtable January 2011 - Present
Health Education Learning Project June 2008 - December 2010
The Financial Services Roundtable January 2010 - April 2010
Civic Strategies, LLC June 2008 - November 2008
CitiCapital July 2000 - June 2008
PDMetroNet March 2006 - March 2007
Skills
Fundraising, Research, Government Affairs, Budgeting, Time Management, Politics, Public Relations, Community Outreach, Political Campaigns, Compliance, Policy, Social Media, Microsoft Office, Strategic Planning, Customer Relations, Policy Analysis, Event Management, Writing, Government Relations, Negotiation, Public Speaking, Media Relations, Editing, Crisis Communications, Team Building, Campaign Management, Risk Management, Grassroots Organizing, Problem Solving, Blogging, Mentoring, Government Liaison, Press Releases, Legislative, Political Science, Budget Management, Event Planning, Public Policy, Strategic Communications, Government, Community Relations, Non-profits, Customer Service, Excel, Issues Management, Corporate Communications, Word, Market Research, Speech Writing, Analysis
Education
The University of Texas at Arlington 2007 — 2010
Bachelors, Political Science
North Lake College 2002 — 2006
Associates Degree, Applied Sciences
Brendan Concannon's The Financial Services Roundtable Experience June 2012 - August 2012
Job Director of Constituent Services Office of Senator Marc Pacheco at Massachusetts State Senate
Industry Political Organization
Experience
Massachusetts State Senate May 2014 - Present
Bridgewater State University June 2013 - June 2014
Massachusetts State Senate January 2014 - May 2014
Bridgewater State University August 2010 - May 2014
College Democrats of Massachusetts May 2012 - April 2014
Wellesley Information Services December 2012 - April 2013
The Financial Services Roundtable June 2012 - August 2012
Town of Braintree June 2010 - August 2011
Skills
Organization, Political Campaigns, Legislative Research, State Politics, Local Government, Nonprofits, Government, Program Development, Recruiting, Politics, Political Science, Political Communication, Community Outreach
Education
Bridgewater State University 2010 — 2014
Bachelor's Degree, Political Science and Government, 3.5
University of Massachusetts Boston 2015 — 2017
Master’s Degree, Public Administration
Massachusetts State Senate May 2014 - Present
Bridgewater State University June 2013 - June 2014
Massachusetts State Senate January 2014 - May 2014
Bridgewater State University August 2010 - May 2014
College Democrats of Massachusetts May 2012 - April 2014
Wellesley Information Services December 2012 - April 2013
The Financial Services Roundtable June 2012 - August 2012
Town of Braintree June 2010 - August 2011
Skills
Organization, Political Campaigns, Legislative Research, State Politics, Local Government, Nonprofits, Government, Program Development, Recruiting, Politics, Political Science, Political Communication, Community Outreach
Education
Bridgewater State University 2010 — 2014
Bachelor's Degree, Political Science and Government, 3.5
University of Massachusetts Boston 2015 — 2017
Master’s Degree, Public Administration
Elizabeth Taras Elizabeth Taras's The Financial Services Roundtable Experience August 2011 - January 2012
Job Student at The George Washington University Law School
Industry Law Practice
Experience
Fox Horan & Camerini LLP June 2015 - August 2015
Federal Trade Commission June 2014 - August 2014
The Financial Services Roundtable August 2011 - January 2012
NYC Department of Consumer Affairs 2010 - September 2011
Skills
Legal Research, Legal Writing, Public Policy, Westlaw, Politics, Policy Analysis, Legislative Relations, Political Science, Legislation, Legislative Research
Education
The George Washington University Law School 2013 — 2016
Adelphi University 2009 — 2013
Bachelor of Arts (B.A.), Political Science, Minor in Economics
Fox Horan & Camerini LLP June 2015 - August 2015
Federal Trade Commission June 2014 - August 2014
The Financial Services Roundtable August 2011 - January 2012
NYC Department of Consumer Affairs 2010 - September 2011
Skills
Legal Research, Legal Writing, Public Policy, Westlaw, Politics, Policy Analysis, Legislative Relations, Political Science, Legislation, Legislative Research
Education
The George Washington University Law School 2013 — 2016
Adelphi University 2009 — 2013
Bachelor of Arts (B.A.), Political Science, Minor in Economics
Dimitry Roginsky Dimitry Roginsky's The Financial Services Roundtable Experience August 2007 - December 2007
Job Financial Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2015 - Present
Visium Asset Management August 2012 - June 2015
HedgeServ March 2012 - April 2012
The Bank of New York Mellon Corp June 2010 - March 2012
Jones Day January 2008 - June 2010
Wireless Generation Inc June 2008 - May 2009
The Financial Services Roundtable August 2007 - December 2007
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
BBA, Finance & Investments
The Blackstone Group June 2015 - Present
Visium Asset Management August 2012 - June 2015
HedgeServ March 2012 - April 2012
The Bank of New York Mellon Corp June 2010 - March 2012
Jones Day January 2008 - June 2010
Wireless Generation Inc June 2008 - May 2009
The Financial Services Roundtable August 2007 - December 2007
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
BBA, Finance & Investments
Katie Wechsler Katie Wechsler's The Financial Services Roundtable Experience May 2003 - January 2011
Job Associate at Barnett Sivon & Natter
Industry Law Practice
Experience
Barnett Sivon & Natter March 2009 - Present
The Financial Services Roundtable May 2003 - January 2011
Skills
Legal Research, Legal Writing, Financial Regulation, Policy, Litigation, Banking, Government, Risk Management, Public Speaking, Contract Negotiation, Due Diligence, Financial Services
Education
The George Washington University 2005 — 2009
JD, Law
Vanderbilt University 1999 — 2003
BA, Political Science & Communications
Barnett Sivon & Natter March 2009 - Present
The Financial Services Roundtable May 2003 - January 2011
Skills
Legal Research, Legal Writing, Financial Regulation, Policy, Litigation, Banking, Government, Risk Management, Public Speaking, Contract Negotiation, Due Diligence, Financial Services
Education
The George Washington University 2005 — 2009
JD, Law
Vanderbilt University 1999 — 2003
BA, Political Science & Communications
Andrew Sklover Andrew Sklover's The Financial Services Roundtable Experience January 2011 - May 2011
Job CRE/CMBS Analyst at DoubleLine Group LP
Industry Investment Management
Experience
DoubleLine Group LP November 2014 - Present
Rialto Capital Management June 2013 - November 2014
Centric Property Group May 2011 - May 2013
The Financial Services Roundtable January 2011 - May 2011
Wells Fargo Advisors May 2010 - August 2010
Skills
Investments, Asset Management, Real Estate Economics, Real Estate Development, Valuation, Acquisitions, Commercial Real Estate, Due Diligence, Real Estate, Bankruptcy, Brokerage, Private Equity, Investment Properties, Finance, Loans, Litigation, Mergers, Investment Banking, Real Estate Transactions, Leases, Investors, Financial Modeling, Mergers & Acquisitions
Education
Monmouth University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Regents American College London
International Relations
Mendham High School 2004 — 2008
DoubleLine Group LP November 2014 - Present
Rialto Capital Management June 2013 - November 2014
Centric Property Group May 2011 - May 2013
The Financial Services Roundtable January 2011 - May 2011
Wells Fargo Advisors May 2010 - August 2010
Skills
Investments, Asset Management, Real Estate Economics, Real Estate Development, Valuation, Acquisitions, Commercial Real Estate, Due Diligence, Real Estate, Bankruptcy, Brokerage, Private Equity, Investment Properties, Finance, Loans, Litigation, Mergers, Investment Banking, Real Estate Transactions, Leases, Investors, Financial Modeling, Mergers & Acquisitions
Education
Monmouth University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Regents American College London
International Relations
Mendham High School 2004 — 2008
Anthony Cimino Anthony Cimino's The Financial Services Roundtable Experience May 2015 - Present
Job Senior Vice President for Risk Management & Government Affairs at The Financial Services Roundtable
Industry Financial Services
Experience
The Financial Services Roundtable May 2015 - Present
The Financial Services Roundtable March 2014 - Present
The Financial Services Roundtable November 2013 - March 2014
The Financial Services Roundtable March 2013 - November 2013
Advocates for Insurance Modernization February 2012 - March 2013
Committee on Financial Services January 2011 - February 2012
Committee on Financial Services August 2007 - January 2011
Skills
Risk Management, Legislative Relations, Public Policy, Policy Analysis, Politics, Legislation, Government, Legislative Research, Grassroots Organizing, Policy, Strategic Communications
Education
The Johns Hopkins University - Carey Business School 2010 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles 2002 — 2006
Bachelor's degree
The Financial Services Roundtable May 2015 - Present
The Financial Services Roundtable March 2014 - Present
The Financial Services Roundtable November 2013 - March 2014
The Financial Services Roundtable March 2013 - November 2013
Advocates for Insurance Modernization February 2012 - March 2013
Committee on Financial Services January 2011 - February 2012
Committee on Financial Services August 2007 - January 2011
Skills
Risk Management, Legislative Relations, Public Policy, Policy Analysis, Politics, Legislation, Government, Legislative Research, Grassroots Organizing, Policy, Strategic Communications
Education
The Johns Hopkins University - Carey Business School 2010 — 2013
Master of Business Administration (MBA)
University of California, Los Angeles 2002 — 2006
Bachelor's degree
Michaela Callahan's The Financial Services Roundtable Experience January 2013 - May 2013
Job Trading Operations Specialist at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management November 2014 - Present
State Street July 2013 - October 2014
The Financial Services Roundtable January 2013 - May 2013
Market Basket June 2007 - January 2013
Harrington Farm June 2009 - December 2010
Skills
Customer Service, Microsoft Office, Loan Servicing, Mutual Funds, Financial Services, Microsoft Excel, PowerPoint, Microsoft Word, Writing, Research, Social Media, Event Planning, Teamwork, Bloomberg, Public Speaking, Data Analysis, Economics
Education
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 2009 — 2010
Tilton School 2006 — 2009
Wells Capital Management November 2014 - Present
State Street July 2013 - October 2014
The Financial Services Roundtable January 2013 - May 2013
Market Basket June 2007 - January 2013
Harrington Farm June 2009 - December 2010
Skills
Customer Service, Microsoft Office, Loan Servicing, Mutual Funds, Financial Services, Microsoft Excel, PowerPoint, Microsoft Word, Writing, Research, Social Media, Event Planning, Teamwork, Bloomberg, Public Speaking, Data Analysis, Economics
Education
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 2009 — 2010
Tilton School 2006 — 2009
Cristina Brownell Cristina Brownell's The Financial Services Roundtable Experience January 2012 - May 2012
Job Marketing Analyst at Bloomberg BNA
Industry Online Media
Experience
Bloomberg BNA October 2014 - Present
The Washington Center January 2014 - July 2015
National Wildlife Federation February 2014 - August 2014
Partnership for Public Service August 2013 - January 2014
YMCA of the Upper Main Line July 2012 - August 2013
YMCA of the Upper Main Line June 2006 - August 2013
The Financial Services Roundtable January 2012 - May 2012
GE Betz June 2011 - September 2011
General Electric Power and Water June 2010 - September 2010
Skills
Policy Analysis, Content Development, Event Planning, Email Marketing, Analysis, Proficient Microsoft..., Proficient Microsoft..., Proficient Microsoft..., Proficient Adobe..., Organizing, Writting, Editing, Press Releases, Analytics, Online Marketing..., Constituent Relations, Public Relations
Education
Bryant University 2009 — 2013
Bachelors of Science in Business Administration, Dual Concentration in Marketing and Political Science, Senior
The Washington Center 2012 — 2012
4.0
Bloomberg BNA October 2014 - Present
The Washington Center January 2014 - July 2015
National Wildlife Federation February 2014 - August 2014
Partnership for Public Service August 2013 - January 2014
YMCA of the Upper Main Line July 2012 - August 2013
YMCA of the Upper Main Line June 2006 - August 2013
The Financial Services Roundtable January 2012 - May 2012
GE Betz June 2011 - September 2011
General Electric Power and Water June 2010 - September 2010
Skills
Policy Analysis, Content Development, Event Planning, Email Marketing, Analysis, Proficient Microsoft..., Proficient Microsoft..., Proficient Microsoft..., Proficient Adobe..., Organizing, Writting, Editing, Press Releases, Analytics, Online Marketing..., Constituent Relations, Public Relations
Education
Bryant University 2009 — 2013
Bachelors of Science in Business Administration, Dual Concentration in Marketing and Political Science, Senior
The Washington Center 2012 — 2012
4.0
Sean Dugan's The Financial Services Roundtable Experience September 2011 - December 2011
Job Public Information Officer at Town of Concord
Industry Public Relations and Communications
Experience
Town of Concord, MA August 2015 - Present
UltiPlay Parks & Playgrounds March 2014 - Present
Town of Framingham July 2015 - August 2015
Hannaford Bros. Co. August 2006 - August 2015
Town of Framingham January 2014 - July 2015
The Skyline Group, Inc. February 2013 - January 2014
Town of Uxbridge October 2012 - February 2013
U.S. House of Representatives May 2012 - February 2013
The Financial Services Roundtable September 2011 - December 2011
Skills
Social Media, Press Releases, Microsoft Office, Research, Customer Service, Editing, Program Management, Leadership, Government, Public Speaking, Management, PowerPoint, Facebook, Microsoft Excel, Telecommunications, Event Planning, Photoshop, Community Outreach, Interpersonal Skill, Social Media..., Narrative
Education
Northeastern University 2013 — 2015
Master's Degree, Corporate and Organizational Communication
Worcester State University 2009 — 2012
BA, History, Cum Laude
The Washington Center 2011 — 2011
Media and Communication
Uxbridge High School 2007 — 2008
Town of Concord, MA August 2015 - Present
UltiPlay Parks & Playgrounds March 2014 - Present
Town of Framingham July 2015 - August 2015
Hannaford Bros. Co. August 2006 - August 2015
Town of Framingham January 2014 - July 2015
The Skyline Group, Inc. February 2013 - January 2014
Town of Uxbridge October 2012 - February 2013
U.S. House of Representatives May 2012 - February 2013
The Financial Services Roundtable September 2011 - December 2011
Skills
Social Media, Press Releases, Microsoft Office, Research, Customer Service, Editing, Program Management, Leadership, Government, Public Speaking, Management, PowerPoint, Facebook, Microsoft Excel, Telecommunications, Event Planning, Photoshop, Community Outreach, Interpersonal Skill, Social Media..., Narrative
Education
Northeastern University 2013 — 2015
Master's Degree, Corporate and Organizational Communication
Worcester State University 2009 — 2012
BA, History, Cum Laude
The Washington Center 2011 — 2011
Media and Communication
Uxbridge High School 2007 — 2008
David Pacini, CPA David Pacini, CPA's The Financial Services Roundtable Experience June 2010 - August 2010
Job Accounting Analyst at FCA Fiat Chrysler Automobiles
Industry Accounting
Experience
FCA Fiat Chrysler Automobiles May 2015 - Present
Deloitte September 2013 - May 2015
Title Source June 2012 - August 2012
Grand Valley State University April 2011 - May 2012
Grand Valley State University August 2010 - May 2012
The Financial Services Roundtable June 2010 - August 2010
AXA Advisors June 2006 - August 2007
Skills
Project Planning, Research, Time Management, Financial Reporting, Analysis, Community Outreach, Management, Auditing, Forecasting, Financial Statements, Finance, Financial Analysis
Education
Oakland University 2012 — 2013
Masters of Accounting, Accounting
Grand Valley State University 2008 — 2012
BBA, Accounting And Finance
John Cabot University 2011 — 2011
Senior Thesis: The Euro and Its Effects on Travelers, Investments
FCA Fiat Chrysler Automobiles May 2015 - Present
Deloitte September 2013 - May 2015
Title Source June 2012 - August 2012
Grand Valley State University April 2011 - May 2012
Grand Valley State University August 2010 - May 2012
The Financial Services Roundtable June 2010 - August 2010
AXA Advisors June 2006 - August 2007
Skills
Project Planning, Research, Time Management, Financial Reporting, Analysis, Community Outreach, Management, Auditing, Forecasting, Financial Statements, Finance, Financial Analysis
Education
Oakland University 2012 — 2013
Masters of Accounting, Accounting
Grand Valley State University 2008 — 2012
BBA, Accounting And Finance
John Cabot University 2011 — 2011
Senior Thesis: The Euro and Its Effects on Travelers, Investments
Jennifer Scungio Jennifer Scungio's The Financial Services Roundtable Experience February 2009 - June 2009
Job Senior Associate for Communications and Social Media at Financial Services Forum
Industry Public Relations and Communications
Experience
Financial Services Forum July 2013 - Present
Financial Services Forum April 2011 - June 2013
The Financial Services Forum September 2009 - April 2011
The Financial Services Roundtable February 2009 - June 2009
The Good 5 Cent Cigar Newspaper January 2006 - May 2008
The North Kingstown Standard Times May 2007 - September 2007
Skills
Social Media, Strategic Communications, Media Relations, Blogging, Editing, Marketing Strategy, Research, Press Releases, Digital Communication..., Corporate Website..., Political Campaigns, Social Networking, Policy Analysis, Social Media Measurement, Financial Services, Economic Policy, Joomla, Government Relations, Writing, Talking Points, Event Planning, Twitter, Web Content Management, Digital Media, Google Analytics, InDesign, Rapid Response, Public Relations, Social Media Marketing, Strategic Media..., WordPress, Information Graphics, Graphic Design, Trade Policy, Adobe Creative Cloud, Politics, Public Policy
Education
University of Rhode Island 2004 — 2008
B.A., Journalism, Political Science
LaSalle Academy 2000 — 2004
High School
Financial Services Forum July 2013 - Present
Financial Services Forum April 2011 - June 2013
The Financial Services Forum September 2009 - April 2011
The Financial Services Roundtable February 2009 - June 2009
The Good 5 Cent Cigar Newspaper January 2006 - May 2008
The North Kingstown Standard Times May 2007 - September 2007
Skills
Social Media, Strategic Communications, Media Relations, Blogging, Editing, Marketing Strategy, Research, Press Releases, Digital Communication..., Corporate Website..., Political Campaigns, Social Networking, Policy Analysis, Social Media Measurement, Financial Services, Economic Policy, Joomla, Government Relations, Writing, Talking Points, Event Planning, Twitter, Web Content Management, Digital Media, Google Analytics, InDesign, Rapid Response, Public Relations, Social Media Marketing, Strategic Media..., WordPress, Information Graphics, Graphic Design, Trade Policy, Adobe Creative Cloud, Politics, Public Policy
Education
University of Rhode Island 2004 — 2008
B.A., Journalism, Political Science
LaSalle Academy 2000 — 2004
High School
Sandra Bechan Diaz's The Financial Services Roundtable Experience 2009 - 2009
Job at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2010 - Present
The Financial Services Roundtable 2009 - 2009
The Bank of New York Mellon 1998 - 2009
Bankers Trust Co. (now Deutsche Bank) 1988 - 1998
Education
Berbice High School
Pace University
Deutsche Bank 2010 - Present
The Financial Services Roundtable 2009 - 2009
The Bank of New York Mellon 1998 - 2009
Bankers Trust Co. (now Deutsche Bank) 1988 - 1998
Education
Berbice High School
Pace University
Matthew Schlickenmaier Matthew Schlickenmaier's The Financial Services Roundtable Experience April 2013 - May 2013
Job Associate Counsel at Department of Veterans Affairs
Industry Law Practice
Experience
Department of Veterans Affairs June 2013 - Present
The Financial Services Roundtable April 2013 - May 2013
San Diego Volunteer Lawyer Program November 2012 - December 2012
Jack in the Box September 2011 - December 2011
University of San Diego School of Law May 2011 - December 2011
Employee Rights Center January 2011 - September 2011
Bet Tzedek Legal Services May 2010 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, Courts
Education
University of San Diego School of Law 2009 — 2012
J.D., Law
University of Colorado at Boulder 2002 — 2006
B.A., Philosophy, Spanish
Department of Veterans Affairs June 2013 - Present
The Financial Services Roundtable April 2013 - May 2013
San Diego Volunteer Lawyer Program November 2012 - December 2012
Jack in the Box September 2011 - December 2011
University of San Diego School of Law May 2011 - December 2011
Employee Rights Center January 2011 - September 2011
Bet Tzedek Legal Services May 2010 - August 2010
Skills
Legal Research, Legal Writing, Westlaw, Courts
Education
University of San Diego School of Law 2009 — 2012
J.D., Law
University of Colorado at Boulder 2002 — 2006
B.A., Philosophy, Spanish
Michael Vikitsreth Michael Vikitsreth's The Financial Services Roundtable Experience June 2009 - August 2009
Job Attorney
Industry Law Practice
Experience
John Delaney for Congress November 2011 - July 2012
The Law Offices of David P. Sheldon September 2011 - February 2012
U.S. House of Representatives, Committee on Ways and Means September 2010 - May 2011
U.S. Senate, Office of Senator Kay R. Hagan January 2010 - May 2010
The Financial Services Roundtable June 2009 - August 2009
Porter Wright Morris & Arthur LLP January 2009 - April 2009
U.S. House of Representatives, Committee on Foreign Affairs, House Democracy Partnership June 2008 - August 2008
U.S. Department of State June 2006 - August 2006
Education
The Catholic University of America, Columbus School of Law 2007 — 2010
J.D., Law
University of North Carolina at Chapel Hill 2003 — 2006
B.A., Economics, Political Science
John Delaney for Congress November 2011 - July 2012
The Law Offices of David P. Sheldon September 2011 - February 2012
U.S. House of Representatives, Committee on Ways and Means September 2010 - May 2011
U.S. Senate, Office of Senator Kay R. Hagan January 2010 - May 2010
The Financial Services Roundtable June 2009 - August 2009
Porter Wright Morris & Arthur LLP January 2009 - April 2009
U.S. House of Representatives, Committee on Foreign Affairs, House Democracy Partnership June 2008 - August 2008
U.S. Department of State June 2006 - August 2006
Education
The Catholic University of America, Columbus School of Law 2007 — 2010
J.D., Law
University of North Carolina at Chapel Hill 2003 — 2006
B.A., Economics, Political Science
Conor Scott's The Financial Services Roundtable Experience September 2011 - December 2011
Job Master of Arts in Teaching Student
Industry Primary/Secondary Education
Experience
St. Philip Neri School August 2012 - May 2014
Office of the Governor January 2012 - May 2012
The Financial Services Roundtable September 2011 - December 2011
University of Maryland Conferences & Visitor Services May 2011 - August 2011
University of Maryland Department of Resident Life August 2009 - May 2011
Skills
Team Leadership, Research, People Skills, Attention To Detail, Time Management, Hard Worker, Curiosity, Internal Communications, Government Affairs, Microsoft Office, Government, Community Development
Education
Notre Dame of Maryland University 2013 — 2015
Master's Degree, Secondary Education and Teaching
University of Maryland College Park 2008 — 2012
B.A; B.A, Government & Politics; Philosophy
The Cardinal Gibbons High School 2004 — 2008
St. Philip Neri School August 2012 - May 2014
Office of the Governor January 2012 - May 2012
The Financial Services Roundtable September 2011 - December 2011
University of Maryland Conferences & Visitor Services May 2011 - August 2011
University of Maryland Department of Resident Life August 2009 - May 2011
Skills
Team Leadership, Research, People Skills, Attention To Detail, Time Management, Hard Worker, Curiosity, Internal Communications, Government Affairs, Microsoft Office, Government, Community Development
Education
Notre Dame of Maryland University 2013 — 2015
Master's Degree, Secondary Education and Teaching
University of Maryland College Park 2008 — 2012
B.A; B.A, Government & Politics; Philosophy
The Cardinal Gibbons High School 2004 — 2008
Misael Galdamez Misael Galdamez's The Financial Services Roundtable Experience January 2013 - May 2013
Job Staff Assistant at International Monetary Fund
Industry International Affairs
Experience
International Monetary Fund September 2013 - Present
The Financial Services Roundtable January 2013 - May 2013
Northrop Grumman Corporation January 2012 - April 2012
El Dabe Law Firm June 2011 - August 2011
Skills
International Relations, Research, Policy Analysis, Public Speaking, Editing, Politics, PowerPoint, Microsoft Office, Government, Microsoft Excel, Spanish, Event Planning, Microsoft Word, English, Public Policy, Strategic Planning, Social Media
Education
American University 2010 — 2013
Bachelor of Arts (B.A.), International/Global Studies
Fountain Valley High School 2006 — 2010
International Monetary Fund September 2013 - Present
The Financial Services Roundtable January 2013 - May 2013
Northrop Grumman Corporation January 2012 - April 2012
El Dabe Law Firm June 2011 - August 2011
Skills
International Relations, Research, Policy Analysis, Public Speaking, Editing, Politics, PowerPoint, Microsoft Office, Government, Microsoft Excel, Spanish, Event Planning, Microsoft Word, English, Public Policy, Strategic Planning, Social Media
Education
American University 2010 — 2013
Bachelor of Arts (B.A.), International/Global Studies
Fountain Valley High School 2006 — 2010
Michelle Suhi's The Financial Services Roundtable Experience May 2012 - August 2012
Job Communications Management and Grassroots Organizing
Industry Political Organization
Experience
Firehouse Pizza and Pub January 2015 - Present
Democratic Party of Illinois August 2014 - November 2014
Jamba Juice January 2012 - May 2014
U.S Senator Dick Durbin July 2013 - August 2013
The Financial Services Roundtable May 2012 - August 2012
Skills
Canvassing, Volunteer Recruiting, Research, Teamwork, Politics, International Relations, Fundraising, Public Policy, Microsoft Office, Social Media, Writing, Political Science, Current Affairs, Human Rights, American History, Social Problems, Peace Studies, Customer Service, PowerPoint, Microsoft Word, Political Campaigns, Social Networking, Communication, Event Planning, Editing, Leadership
Education
Illinois State University 2010 — 2014
Bachelor's Degree, History / Political Science
The Washington Center for Internships and Academic Seminars 2012 — 2012
Firehouse Pizza and Pub January 2015 - Present
Democratic Party of Illinois August 2014 - November 2014
Jamba Juice January 2012 - May 2014
U.S Senator Dick Durbin July 2013 - August 2013
The Financial Services Roundtable May 2012 - August 2012
Skills
Canvassing, Volunteer Recruiting, Research, Teamwork, Politics, International Relations, Fundraising, Public Policy, Microsoft Office, Social Media, Writing, Political Science, Current Affairs, Human Rights, American History, Social Problems, Peace Studies, Customer Service, PowerPoint, Microsoft Word, Political Campaigns, Social Networking, Communication, Event Planning, Editing, Leadership
Education
Illinois State University 2010 — 2014
Bachelor's Degree, History / Political Science
The Washington Center for Internships and Academic Seminars 2012 — 2012
Gregory Tucker's The Financial Services Roundtable Experience 2004 - 2006
Job Senior Vice President Americas Corporate Communications at Transamerica
Industry Financial Services
Experience
Transamerica June 2013 - Present
AEGON N.V. 2006 - June 2013
AEGON N.V. July 2004 - 2006
The Financial Services Roundtable 2004 - 2006
Baltimore Symphony Orchestra 1997 - 2004
Basilica of the National Shrine 1993 - 1997
U.S. House of Representatives 1987 - 1993
Skills
Crisis Communications, Public Relations, Non-profits, Media Relations, Government Relations, Marketing Strategy, Social Media Marketing, Strategic Communications, Leadership, Fundraising, Integrated Marketing, Internal Communications, Strategy, Change Management, Reputation Management, Spokesperson, Nonprofits, Corporate Communications, Speech Writing, Program Management, Government, Community Outreach, Marketing Communications
Education
University of Leuven 1984 — 1986
BA - Rel. Studies, Religious studies/philosophy
Saint Meinrad College 1980 — 1984
BA, Philosophy
Transamerica June 2013 - Present
AEGON N.V. 2006 - June 2013
AEGON N.V. July 2004 - 2006
The Financial Services Roundtable 2004 - 2006
Baltimore Symphony Orchestra 1997 - 2004
Basilica of the National Shrine 1993 - 1997
U.S. House of Representatives 1987 - 1993
Skills
Crisis Communications, Public Relations, Non-profits, Media Relations, Government Relations, Marketing Strategy, Social Media Marketing, Strategic Communications, Leadership, Fundraising, Integrated Marketing, Internal Communications, Strategy, Change Management, Reputation Management, Spokesperson, Nonprofits, Corporate Communications, Speech Writing, Program Management, Government, Community Outreach, Marketing Communications
Education
University of Leuven 1984 — 1986
BA - Rel. Studies, Religious studies/philosophy
Saint Meinrad College 1980 — 1984
BA, Philosophy
Dallas Fowler's The Financial Services Roundtable Experience 2007 - 2008
Job Principal at Daltek Global Solutions. LLC
Industry Marketing and Advertising
Experience
City of Los Angeles August 2015 - Present
Daltek Global Solutions, LLC June 2007 - Present
City of Los Angeles December 2013 - July 2015
U.S. Bank February 2007 - January 2009
Los Angeles African American Women's Public Policy Institute June 2007 - June 2008
The Financial Services Roundtable 2007 - 2008
Turner Construction Company February 2004 - February 2007
King, Wright & Associates December 2002 - June 2003
Banana Republic / Gap Inc. May 2001 - August 2001
Logo Wear Screen Tees May 2001 - August 2001
Skills
Patience, Perception, Public Relations, Social Media, Public Speaking, Integrated Marketing, Viral Campaign..., Strategic Partnerships..., Supplier Diversity, Community Outreach, Media Design, Minority Contractor..., Labor Compliance, Political Consulting, Diversity Consulting, Business Development..., Campaign Strategy..., Strategy, Business Development, Advertising, Budgets, Entrepreneurship, Event Planning, Leadership Development, Public Policy, Social Media Marketing, Data Analysis, Event Management, Strategic Partnerships, Strategic Planning, Fundraising, Leadership
Education
Florida Agricultural and Mechanical University 1999 — 2003
BS
City of Los Angeles August 2015 - Present
Daltek Global Solutions, LLC June 2007 - Present
City of Los Angeles December 2013 - July 2015
U.S. Bank February 2007 - January 2009
Los Angeles African American Women's Public Policy Institute June 2007 - June 2008
The Financial Services Roundtable 2007 - 2008
Turner Construction Company February 2004 - February 2007
King, Wright & Associates December 2002 - June 2003
Banana Republic / Gap Inc. May 2001 - August 2001
Logo Wear Screen Tees May 2001 - August 2001
Skills
Patience, Perception, Public Relations, Social Media, Public Speaking, Integrated Marketing, Viral Campaign..., Strategic Partnerships..., Supplier Diversity, Community Outreach, Media Design, Minority Contractor..., Labor Compliance, Political Consulting, Diversity Consulting, Business Development..., Campaign Strategy..., Strategy, Business Development, Advertising, Budgets, Entrepreneurship, Event Planning, Leadership Development, Public Policy, Social Media Marketing, Data Analysis, Event Management, Strategic Partnerships, Strategic Planning, Fundraising, Leadership
Education
Florida Agricultural and Mechanical University 1999 — 2003
BS
William Henley's The Financial Services Roundtable Experience July 2010 - May 2012
Job Associate Director, Division of Risk Managment Supervision at FDIC
Industry Financial Services
Experience
FDIC May 2012 - Present
The Financial Services Roundtable July 2010 - May 2012
Office of Thrift Supervision 2006 - August 2010
FDIC July 1989 - November 2006
Skills
Risk Management, Banking, Policy, Government, International Relations, Analysis, Security, Strategic Communications, Process Improvement, Strategic Planning, Fundraising, Budget, Program Management, Leadership, Financial Risk, Finance, Financial Services, Management, Financial Analysis, Governance, Executive Management, Credit
Education
Sam Houston State University 1985 — 1989
Bachelor of Business Administration (BBA), International Business
Huntsville High School 1981 — 1985
Bachelor of Business Administration (BBA), International Business
FDIC May 2012 - Present
The Financial Services Roundtable July 2010 - May 2012
Office of Thrift Supervision 2006 - August 2010
FDIC July 1989 - November 2006
Skills
Risk Management, Banking, Policy, Government, International Relations, Analysis, Security, Strategic Communications, Process Improvement, Strategic Planning, Fundraising, Budget, Program Management, Leadership, Financial Risk, Finance, Financial Services, Management, Financial Analysis, Governance, Executive Management, Credit
Education
Sam Houston State University 1985 — 1989
Bachelor of Business Administration (BBA), International Business
Huntsville High School 1981 — 1985
Bachelor of Business Administration (BBA), International Business
Abbey (Fox) Bresett's The Financial Services Roundtable Experience 2000 - 2001
Job President, Windsor Place Staging
Industry Consumer Services
Experience
Windsor Place Staging January 2012 - Present
Independent Community Bankers of America 2003 - 2010
National Restaurant Association 2001 - 2003
The Financial Services Roundtable 2000 - 2001
Republican National Committee 2000 - 2000
Office of Sen. George Voinovich (R-OH) 1998 - 2000
Skills
Home Staging, Organizing, Event Planning, Event Management, Fundraising, Investment Properties, Public Policy, Budgets, Program Management, Strategic Communications, Policy Analysis, Non-profits, Government, Nonprofits
Education
The Ohio State University 1993 — 1998
Crimonolgy, Sociology
Windsor Place Staging January 2012 - Present
Independent Community Bankers of America 2003 - 2010
National Restaurant Association 2001 - 2003
The Financial Services Roundtable 2000 - 2001
Republican National Committee 2000 - 2000
Office of Sen. George Voinovich (R-OH) 1998 - 2000
Skills
Home Staging, Organizing, Event Planning, Event Management, Fundraising, Investment Properties, Public Policy, Budgets, Program Management, Strategic Communications, Policy Analysis, Non-profits, Government, Nonprofits
Education
The Ohio State University 1993 — 1998
Crimonolgy, Sociology
Aleksia Ilic's The Financial Services Roundtable Experience January 2008 - December 2011
Job Dedicated Advisor, Government Services
Industry Government Relations
Experience
Atlantic Media January 2015 - Present
Illinois Alumni Club of Greater Washington DC July 2013 - Present
Atlantic Media September 2013 - December 2014
National Journal January 2012 - August 2013
The Financial Services Roundtable January 2008 - December 2011
Skills
Policy Analysis, Public Policy, Politics, Government, Strategic Communications, International Relations, Political Campaigns, Policy, Foreign Policy, Media Relations, Speech Writing, Legislation, Public Affairs, Crisis Communications, Political Science, Social Media
Education
The George Washington University 2008 — 2010
MPS, Legislative Affairs
University of Illinois at Urbana-Champaign 2004 — 2007
Atlantic Media January 2015 - Present
Illinois Alumni Club of Greater Washington DC July 2013 - Present
Atlantic Media September 2013 - December 2014
National Journal January 2012 - August 2013
The Financial Services Roundtable January 2008 - December 2011
Skills
Policy Analysis, Public Policy, Politics, Government, Strategic Communications, International Relations, Political Campaigns, Policy, Foreign Policy, Media Relations, Speech Writing, Legislation, Public Affairs, Crisis Communications, Political Science, Social Media
Education
The George Washington University 2008 — 2010
MPS, Legislative Affairs
University of Illinois at Urbana-Champaign 2004 — 2007
Kit Needham's The Financial Services Roundtable Experience 1995 - 2000
Job EntrepreneurinResidence, Project Olympus, Carnegie Mellon University
Industry Higher Education
Experience
Needham Consulting Entrepreneur-in-Residence - Project OlympusCarnegie Mellon UniversityMarch 2008 - Present
BlueTree Allied Angels 2007 - Present
Chatham University June 2009 - June 2010
Allegheny Conference on Community Development 2004 - 2007
Mellon Financial Corporation 2000 - 2004
The Financial Services Roundtable 1995 - 2000
Skills
Research, Start-ups, Strategy, Product Management, Sustainability, Business Development, Organizational..., Entrepreneurship, Management Consulting, Project Management, Social Media, Strategic Planning, Venture Capital, Public Speaking, Program Management, Business Strategy, Fundraising, Management, Mentoring, Nonprofits, Leadership Development, Non-profits, Data Mining, Marketing Strategy, Team Leadership, Mergers & Acquisitions, Leadership
Education
American University 1978 — 1980
Masters, Management of Technology
University of Maryland College Park
Bachelor of Science, Education
Needham Consulting Entrepreneur-in-Residence - Project OlympusCarnegie Mellon UniversityMarch 2008 - Present
BlueTree Allied Angels 2007 - Present
Chatham University June 2009 - June 2010
Allegheny Conference on Community Development 2004 - 2007
Mellon Financial Corporation 2000 - 2004
The Financial Services Roundtable 1995 - 2000
Skills
Research, Start-ups, Strategy, Product Management, Sustainability, Business Development, Organizational..., Entrepreneurship, Management Consulting, Project Management, Social Media, Strategic Planning, Venture Capital, Public Speaking, Program Management, Business Strategy, Fundraising, Management, Mentoring, Nonprofits, Leadership Development, Non-profits, Data Mining, Marketing Strategy, Team Leadership, Mergers & Acquisitions, Leadership
Education
American University 1978 — 1980
Masters, Management of Technology
University of Maryland College Park
Bachelor of Science, Education
Keosha Burns's The Financial Services Roundtable Experience August 2006 - October 2008
Job Senior Manager, Media and External Relations
Industry Public Relations and Communications
Experience
Fannie Mae July 2011 - Present
ShoshShop on Etsy January 2011 - Present
American Medical Informatics Association October 2009 - July 2011
The Financial Services Roundtable August 2006 - October 2008
Texas Petition Strategies October 2004 - May 2006
City of Austin May 2002 - August 2002
Skills
Media Relations, Press Releases, Social Media, Public Speaking, Event Management, Public Relations, Political Campaigns, Public Policy, Editing, Nonprofits, Social Networking, Fundraising, Marketing, Public Affairs, Writing, Strategic Communications, Editorial, Corporate Communications, Community Outreach, Program Management, Speech Writing, Crisis Communications, Internal Communications, Marketing Communications, Community Development, Reputation Management, Blogging, Message Development, Newsletters
Education
The University of Texas at Arlington 2002 — 2006
BA, Communications-Public Relations
Fannie Mae July 2011 - Present
ShoshShop on Etsy January 2011 - Present
American Medical Informatics Association October 2009 - July 2011
The Financial Services Roundtable August 2006 - October 2008
Texas Petition Strategies October 2004 - May 2006
City of Austin May 2002 - August 2002
Skills
Media Relations, Press Releases, Social Media, Public Speaking, Event Management, Public Relations, Political Campaigns, Public Policy, Editing, Nonprofits, Social Networking, Fundraising, Marketing, Public Affairs, Writing, Strategic Communications, Editorial, Corporate Communications, Community Outreach, Program Management, Speech Writing, Crisis Communications, Internal Communications, Marketing Communications, Community Development, Reputation Management, Blogging, Message Development, Newsletters
Education
The University of Texas at Arlington 2002 — 2006
BA, Communications-Public Relations
Matthew Ribe's The Financial Services Roundtable Experience September 2006 - May 2008
Job Director of Legislative Affairs at National Foundation for Credit Counseling
Industry Government Relations
Experience
National Foundation for Credit Counseling March 2013 - Present
Promontory Financial Group, LLC July 2012 - January 2013
Corporate Advocates October 2011 - February 2012
US Senator Tom Udall February 2011 - May 2011
Beatty & Wozniak, P.C. June 2010 - August 2010
The Financial Services Roundtable September 2006 - May 2008
Skills
Legal Research, Legal Writing, Environmental Law, Intellectual Property, Public Policy, Research, Legislative Relations, Policy Analysis, Legislation, Analysis, Litigation, Westlaw, Administrative Law, Policy, Legislative Research
Education
American University, Washington College of Law 2008 — 2011
Juris Doctor, Law: Energy, Environmental, Public Lands, Business Law
Amherst College 2002 — 2006
BA, Political Science, Economics, History
National Foundation for Credit Counseling March 2013 - Present
Promontory Financial Group, LLC July 2012 - January 2013
Corporate Advocates October 2011 - February 2012
US Senator Tom Udall February 2011 - May 2011
Beatty & Wozniak, P.C. June 2010 - August 2010
The Financial Services Roundtable September 2006 - May 2008
Skills
Legal Research, Legal Writing, Environmental Law, Intellectual Property, Public Policy, Research, Legislative Relations, Policy Analysis, Legislation, Analysis, Litigation, Westlaw, Administrative Law, Policy, Legislative Research
Education
American University, Washington College of Law 2008 — 2011
Juris Doctor, Law: Energy, Environmental, Public Lands, Business Law
Amherst College 2002 — 2006
BA, Political Science, Economics, History
Robert Duane Hatch's The Financial Services Roundtable Experience September 2010 - Present
Job Regulatory Attorney at The Financial Services Roundtable
Industry Law Practice
Experience
The Financial Services Roundtable September 2010 - Present
George Washington University May 2010 - January 2011
George Washington University May 2009 - October 2009
US Securities and Exchange Commission June 2009 - August 2009
Office of the Attorney General--District of Columbia May 2008 - August 2008
Utah State Legislature December 2006 - March 2007
Constitutional Sources Project February 2005 - March 2007
Bartholomew, Silva & Associates September 2006 - December 2006
Skills
Legal Research, Policy Analysis, Government, Commercial Litigation, Corporate Law, Research, Legislative Relations, Editing, Corporate Governance, Public Policy, Legal Writing, Legislation, Politics, Legislative Research, Westlaw
Education
The George Washington Law Review 2008 — 2010
Doctor of Law (JD)
The George Washington University Law School 2007 — 2010
J.D., Law
The George Washington University Law School 2007 — 2010
Juris Doctor
Brigham Young University 2004 — 2007
B.A., Political Science
Brigham Young University 2004 — 2007
Bachelor of Arts, Political Science
Northridge High School 1998 — 2001
The Financial Services Roundtable September 2010 - Present
George Washington University May 2010 - January 2011
George Washington University May 2009 - October 2009
US Securities and Exchange Commission June 2009 - August 2009
Office of the Attorney General--District of Columbia May 2008 - August 2008
Utah State Legislature December 2006 - March 2007
Constitutional Sources Project February 2005 - March 2007
Bartholomew, Silva & Associates September 2006 - December 2006
Skills
Legal Research, Policy Analysis, Government, Commercial Litigation, Corporate Law, Research, Legislative Relations, Editing, Corporate Governance, Public Policy, Legal Writing, Legislation, Politics, Legislative Research, Westlaw
Education
The George Washington Law Review 2008 — 2010
Doctor of Law (JD)
The George Washington University Law School 2007 — 2010
J.D., Law
The George Washington University Law School 2007 — 2010
Juris Doctor
Brigham Young University 2004 — 2007
B.A., Political Science
Brigham Young University 2004 — 2007
Bachelor of Arts, Political Science
Northridge High School 1998 — 2001
Lisa Coombs, Esq., M.B.A.'s The Financial Services Roundtable Experience June 2008 - August 2008
Job Team Lead at FTI Consulting
Industry Law Practice
Experience
FTI Consulting June 2015 - Present
FTI Consulting September 2014 - June 2015
Strategic Legal Solutions September 2013 - August 2014
Law Offices of Frank Wolland January 2012 - April 2013
The Financial Services Roundtable June 2008 - August 2008
Skills
Government, Legislation, Accounts Payable, Microsoft Excel, Accounts Receivable, PowerPoint, Financial Reporting, Data Entry, Microsoft Word, Financial Analysis, Outlook, Microsoft Office, Finance, Legal Research Skills, Legal Writing, Process Improvement, Forecasting, Policy
Education
Florida International University - College of Law 2010 — 2013
JD
Fairleigh Dickinson University 2008 — 2009
MBA, Dual Major: International Business & Finance, 3.546, Cum Laude
Fairleigh Dickinson University 2005 — 2008
BS, Finance, Minor in Political Science, 3.662, Magna Cum Laude
FTI Consulting June 2015 - Present
FTI Consulting September 2014 - June 2015
Strategic Legal Solutions September 2013 - August 2014
Law Offices of Frank Wolland January 2012 - April 2013
The Financial Services Roundtable June 2008 - August 2008
Skills
Government, Legislation, Accounts Payable, Microsoft Excel, Accounts Receivable, PowerPoint, Financial Reporting, Data Entry, Microsoft Word, Financial Analysis, Outlook, Microsoft Office, Finance, Legal Research Skills, Legal Writing, Process Improvement, Forecasting, Policy
Education
Florida International University - College of Law 2010 — 2013
JD
Fairleigh Dickinson University 2008 — 2009
MBA, Dual Major: International Business & Finance, 3.546, Cum Laude
Fairleigh Dickinson University 2005 — 2008
BS, Finance, Minor in Political Science, 3.662, Magna Cum Laude
Judy Chapa's The Financial Services Roundtable Experience April 2010 - Present
Job Vice President at Financial Services Roundtable
Industry Financial Services
Experience
The Financial Services Roundtable April 2010 - Present
Chapa Consulting February 2006 - July 2010
FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC) September 2003 - September 2005
U.S. DEPARTMENT OF THE TREASURY May 2002 - June 2003
Miller Brewing Co February 2000 - May 2002
Republican National Committee January 1999 - February 2000
THE LAREDO NATIONAL BANK January 1997 - January 1998
BANC ONE CORPORATION January 1994 - January 1997
RJR COMPANY January 1988 - January 1994
Moya, Villaneuva, Durazo Associates January 1985 - January 1988
Skills
Message Development, Program Management, Strategic Communications, Speech Writing, Crisis Communications, Editing, Crisis Management, Strategy, Non-profits, Integrated Marketing, Community Outreach, Advocacy, Problem Solving, Fundraising, Corporate Communications, Strategic Planning, Newsletters, Event Planning, Writing, Marketing, Consulting
Education
University of Texas at Austin 1979 — 1981
Bachelor of Science, Broadcast Journalism
Trinity University
The Financial Services Roundtable April 2010 - Present
Chapa Consulting February 2006 - July 2010
FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC) September 2003 - September 2005
U.S. DEPARTMENT OF THE TREASURY May 2002 - June 2003
Miller Brewing Co February 2000 - May 2002
Republican National Committee January 1999 - February 2000
THE LAREDO NATIONAL BANK January 1997 - January 1998
BANC ONE CORPORATION January 1994 - January 1997
RJR COMPANY January 1988 - January 1994
Moya, Villaneuva, Durazo Associates January 1985 - January 1988
Skills
Message Development, Program Management, Strategic Communications, Speech Writing, Crisis Communications, Editing, Crisis Management, Strategy, Non-profits, Integrated Marketing, Community Outreach, Advocacy, Problem Solving, Fundraising, Corporate Communications, Strategic Planning, Newsletters, Event Planning, Writing, Marketing, Consulting
Education
University of Texas at Austin 1979 — 1981
Bachelor of Science, Broadcast Journalism
Trinity University
Janet F. Chapman, CIPP's The Financial Services Roundtable Experience 2010 - 2012
Job SVP, Chief Privacy Officer and Manager, UB Compliance Group, Union Bank
Industry Financial Services
Experience
Union Bank May 2009 - Present
International Association of Privacy Professionals 2004 - Present
The Financial Services Roundtable 2010 - 2012
Chapman Privacy Solutions January 2009 - April 2009
Bay Area Consulting Group September 2008 - December 2008
Charles Schwab 1989 - 2008
Skills
Integration, Risk Management, Data Privacy, Program Management, Leadership, Privacy Law, Privacy Compliance, Internal Audit, Management, Enterprise Risk..., Strategy, Strategic Planning, Policy, Policy Analysis, Financial Services, Governance, Corporate Governance, Information Security..., Public Speaking, Access, Mergers & Acquisitions
Education
Boston University Questrom School of Business
MBA, Business Policy
Union Bank May 2009 - Present
International Association of Privacy Professionals 2004 - Present
The Financial Services Roundtable 2010 - 2012
Chapman Privacy Solutions January 2009 - April 2009
Bay Area Consulting Group September 2008 - December 2008
Charles Schwab 1989 - 2008
Skills
Integration, Risk Management, Data Privacy, Program Management, Leadership, Privacy Law, Privacy Compliance, Internal Audit, Management, Enterprise Risk..., Strategy, Strategic Planning, Policy, Policy Analysis, Financial Services, Governance, Corporate Governance, Information Security..., Public Speaking, Access, Mergers & Acquisitions
Education
Boston University Questrom School of Business
MBA, Business Policy
Greg Lowman's The Financial Services Roundtable Experience September 2008 - July 2011
Job Sphere Consulting
Industry Financial Services
Experience
Sphere Consulting July 2011 - Present
The Financial Services Roundtable September 2008 - July 2011
MindTank Consulting June 2007 - May 2008
Skills
Management Consulting
Education
McGill University 2004 — 2008
Bachelor of Commerce
Upper Canada College 2001 — 2004
International Baccalaureate Diploma
Sphere Consulting July 2011 - Present
The Financial Services Roundtable September 2008 - July 2011
MindTank Consulting June 2007 - May 2008
Skills
Management Consulting
Education
McGill University 2004 — 2008
Bachelor of Commerce
Upper Canada College 2001 — 2004
International Baccalaureate Diploma
Brian Tate, Esq.'s The Financial Services Roundtable Experience November 2009 - November 2013
Job Vice President of Government Relations at Network Branded Prepaid Card Association
Industry Financial Services
Experience
Network Branded Prepaid Card Association November 2013 - Present
The Financial Services Roundtable November 2009 - November 2013
MDDCCUA December 2008 - November 2009
CUNA April 2007 - August 2008
MDDCCUA August 2005 - April 2007
U.S. Rep. Max Sandlin (TX) January 2001 - August 2001
U.S. Senator Barbara Mikulski September 1998 - January 2001
Skills
System Administration, Small Business, Public Policy, Financial Services, Legislation, Research, Banking, Credit Cards, Licensing, Political Communication, Mergers & Acquisitions, Social Media, Legislative Relations, Loans, Insurance, Regulations, Strategy, Government, Policy, Policy Analysis, Politics
Education
Howard University School of Law 2001 — 2004
Doctor of Law (JD), Law
The George Washington University 1998 — 2000
Master of Arts, GSPM
King's College 1994 — 1997
BA, Political Science
St. John's College High School
Network Branded Prepaid Card Association November 2013 - Present
The Financial Services Roundtable November 2009 - November 2013
MDDCCUA December 2008 - November 2009
CUNA April 2007 - August 2008
MDDCCUA August 2005 - April 2007
U.S. Rep. Max Sandlin (TX) January 2001 - August 2001
U.S. Senator Barbara Mikulski September 1998 - January 2001
Skills
System Administration, Small Business, Public Policy, Financial Services, Legislation, Research, Banking, Credit Cards, Licensing, Political Communication, Mergers & Acquisitions, Social Media, Legislative Relations, Loans, Insurance, Regulations, Strategy, Government, Policy, Policy Analysis, Politics
Education
Howard University School of Law 2001 — 2004
Doctor of Law (JD), Law
The George Washington University 1998 — 2000
Master of Arts, GSPM
King's College 1994 — 1997
BA, Political Science
St. John's College High School
Jill E. Hershey's The Financial Services Roundtable Experience June 2009 - June 2010
Job EMD and Head of Government Affairs at The Clearing House
Industry Banking
Experience
The Clearing House November 2013 - Present
The Clearing House June 2010 - November 2013
The Financial Services Roundtable June 2009 - June 2010
Securities Industry and Financial Market Association 2006 - 2008
The Bond Market Association June 2003 - 2006
U.S. Senator Rick Santorum 1998 - 2003
U.S. Congressman John E. Peterson 1997 - 1998
U.S. Congressman William F. Clinger 1994 - 1997
Skills
Government, Public Policy, Strategic Communications, Financial Services, Legislative Affairs, Legislative Relations, Banking, Tax Policy, Management, Message Development, Policy Analysis, Public Speaking
Education
La Salle University 1989 — 1993
B.A., English
The Clearing House November 2013 - Present
The Clearing House June 2010 - November 2013
The Financial Services Roundtable June 2009 - June 2010
Securities Industry and Financial Market Association 2006 - 2008
The Bond Market Association June 2003 - 2006
U.S. Senator Rick Santorum 1998 - 2003
U.S. Congressman John E. Peterson 1997 - 1998
U.S. Congressman William F. Clinger 1994 - 1997
Skills
Government, Public Policy, Strategic Communications, Financial Services, Legislative Affairs, Legislative Relations, Banking, Tax Policy, Management, Message Development, Policy Analysis, Public Speaking
Education
La Salle University 1989 — 1993
B.A., English
Amanda Hogue's The Financial Services Roundtable Experience May 2010 - August 2010
Job Associate at Conroy Law Firm, PLC
Industry Law Practice
Experience
Conroy Law Firm, PLC April 2013 - Present
House of Blues March 2012 - Present
Evans & Co. April 2012 - April 2013
Reasonover & Olinde, LLC September 2010 - February 2012
The Financial Services Roundtable May 2010 - August 2010
Loyola University New Orleans College of Law August 2007 - December 2008
Skills
Legal Research, International Law, Civil Litigation, Government, Legal Writing, Mediation, Commercial Litigation, Trials, Appeals
Education
The George Washington University Law School 2009 — 2010
LLM, International and Comparative Law
Loyola University New Orleans College of Law 2006 — 2009
J.D., Common Law
Florida State University 2002 — 2006
B.S., International Affairs
Florida State University 2002 — 2006
B.S., Applied Economics
Conroy Law Firm, PLC April 2013 - Present
House of Blues March 2012 - Present
Evans & Co. April 2012 - April 2013
Reasonover & Olinde, LLC September 2010 - February 2012
The Financial Services Roundtable May 2010 - August 2010
Loyola University New Orleans College of Law August 2007 - December 2008
Skills
Legal Research, International Law, Civil Litigation, Government, Legal Writing, Mediation, Commercial Litigation, Trials, Appeals
Education
The George Washington University Law School 2009 — 2010
LLM, International and Comparative Law
Loyola University New Orleans College of Law 2006 — 2009
J.D., Common Law
Florida State University 2002 — 2006
B.S., International Affairs
Florida State University 2002 — 2006
B.S., Applied Economics
Bill Askew's The Financial Services Roundtable Experience January 2009 - December 2010
Job Senior Executive Vice President Strategic Initiatives at Regions Bank
Industry Government Relations
Experience
Regions Bank April 1984 - Present
The Financial Services Roundtable January 2009 - December 2010
Skills
Management, Banking, Project Management, Strategy, Policy Analysis, Strategic Planning, Program Management, Change Management, Analysis, Strategic Communications, Politics, Public Policy, Grassroots Organizing, Credit, Public Affairs, Financial Services, Retail Banking, Risk Management, Customer Experience, Customer Relations, Customer Satisfaction, Leadership, Quality Assurance, Strategic Leadership
Education
University of Alabama 1967 — 1971
B. S. Mathematics
Regions Bank April 1984 - Present
The Financial Services Roundtable January 2009 - December 2010
Skills
Management, Banking, Project Management, Strategy, Policy Analysis, Strategic Planning, Program Management, Change Management, Analysis, Strategic Communications, Politics, Public Policy, Grassroots Organizing, Credit, Public Affairs, Financial Services, Retail Banking, Risk Management, Customer Experience, Customer Relations, Customer Satisfaction, Leadership, Quality Assurance, Strategic Leadership
Education
University of Alabama 1967 — 1971
B. S. Mathematics
Andrew Perkins, MBA's The Financial Services Roundtable Experience January 2010 - June 2010
Job Legislative Affairs at Dept. Commerce and Economic Opportunity
Industry Government Relations
Experience
Illinois Department of Commerce and Economic Opportunity February 2015 - Present
Illinois Senate Republicans August 2012 - February 2015
The Financial Services Roundtable January 2010 - June 2010
Skills
Legislation, Government, Policy Analysis, Policy, Public Policy, Political Campaigns, Legislative Relations, Politics, Fundraising, Research, Analysis, Public Relations, Legal Writing, Program Management, Proposal Writing, Social Media, Strategic Planning, Political Science, Federal Government
Education
University of Illinois Springfield 2010 — 2012
Masters, Business Administration
Illinois College 2006 — 2010
BS, Finance and Political Science
Illinois Department of Commerce and Economic Opportunity February 2015 - Present
Illinois Senate Republicans August 2012 - February 2015
The Financial Services Roundtable January 2010 - June 2010
Skills
Legislation, Government, Policy Analysis, Policy, Public Policy, Political Campaigns, Legislative Relations, Politics, Fundraising, Research, Analysis, Public Relations, Legal Writing, Program Management, Proposal Writing, Social Media, Strategic Planning, Political Science, Federal Government
Education
University of Illinois Springfield 2010 — 2012
Masters, Business Administration
Illinois College 2006 — 2010
BS, Finance and Political Science
Allison Mercer's The Financial Services Roundtable Experience August 2007 - January 2008
Job Marketing Manager
Industry Marketing and Advertising
Experience
Dogs on Deployment January 2015 - Present
Early Mountain Vineyards August 2012 - Present
Studio Center March 2012 - August 2012
Fultz & Associates / Elevation Advertising January 2008 - March 2012
The Financial Services Roundtable August 2007 - January 2008
Hershey Philbin Associates January 2007 - May 2007
Ozworks Entertainment Pty Ltd January 2006 - June 2006
Skills
Media Relations, Public Relations, Social Media, Blogging, Editing, Press Releases, Facebook, Social Media Marketing, Copywriting, Advertising, Marketing Communications, Event Planning, Integrated Marketing, Marketing, Email Marketing, Video, Newsletters, Digital Marketing, Creative Direction, Brand Development, Online Advertising, Marketing Strategy, Social Networking, Event Management, Online Marketing, Direct Marketing
Education
Shippensburg University of Pennsylvania 2004 — 2007
Bachelor’s Degree, Communications, Public Relations and Advertising
Gannon University 2003 — 2004
Communication Arts
Dogs on Deployment January 2015 - Present
Early Mountain Vineyards August 2012 - Present
Studio Center March 2012 - August 2012
Fultz & Associates / Elevation Advertising January 2008 - March 2012
The Financial Services Roundtable August 2007 - January 2008
Hershey Philbin Associates January 2007 - May 2007
Ozworks Entertainment Pty Ltd January 2006 - June 2006
Skills
Media Relations, Public Relations, Social Media, Blogging, Editing, Press Releases, Facebook, Social Media Marketing, Copywriting, Advertising, Marketing Communications, Event Planning, Integrated Marketing, Marketing, Email Marketing, Video, Newsletters, Digital Marketing, Creative Direction, Brand Development, Online Advertising, Marketing Strategy, Social Networking, Event Management, Online Marketing, Direct Marketing
Education
Shippensburg University of Pennsylvania 2004 — 2007
Bachelor’s Degree, Communications, Public Relations and Advertising
Gannon University 2003 — 2004
Communication Arts
Angela Meyster's The Financial Services Roundtable Experience September 2012 - November 2012
Job Vice President, Compliance Officer Citi Private Bank
Industry Law Practice
Experience
Citi December 2014 - Present
NAFCU (National Association of Federal Credit Unions) September 2014 - December 2014
NAFCU (National Association of Federal Credit Unions) December 2012 - September 2014
The Financial Services Roundtable September 2012 - November 2012
New York State Department of Financial Services June 2011 - August 2011
Benjamin N. Cardozo School of Law June 2010 - August 2010
Skills
Legal Writing, Legal Research, Policy Analysis, Lobbying, Regulatory Affairs, Regulatory Analysis, Regulatory Compliance, Legislative Affairs, Legal Compliance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Brandeis University 2005 — 2009
Bachelor of Arts (B.A.), Economics; Politics
Citi December 2014 - Present
NAFCU (National Association of Federal Credit Unions) September 2014 - December 2014
NAFCU (National Association of Federal Credit Unions) December 2012 - September 2014
The Financial Services Roundtable September 2012 - November 2012
New York State Department of Financial Services June 2011 - August 2011
Benjamin N. Cardozo School of Law June 2010 - August 2010
Skills
Legal Writing, Legal Research, Policy Analysis, Lobbying, Regulatory Affairs, Regulatory Analysis, Regulatory Compliance, Legislative Affairs, Legal Compliance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2009 — 2012
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Brandeis University 2005 — 2009
Bachelor of Arts (B.A.), Economics; Politics
Blake Grimm's The Financial Services Roundtable Experience April 2010 - December 2013
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
Abby Martin McCloskey's The Financial Services Roundtable Experience July 2010 - January 2013
Job Governor Perry's Policy Director, Economist
Industry Public Policy
Experience
Governor Perry October 2014 - Present
Forbes September 2014 - Present
American Enterprise Institute February 2013 - August 2014
The Financial Services Roundtable July 2010 - January 2013
Office of U.S. Senator Richard Shelby July 2009 - July 2010
Charles G. Koch Charitable Foundation June 2008 - June 2009
Education
The Johns Hopkins University
Master of Science (M.S.), Applied Economics
Wheaton College, IL
Bachelor of Arts (B.A.), Economics, Summa Cum Laude
Governor Perry October 2014 - Present
Forbes September 2014 - Present
American Enterprise Institute February 2013 - August 2014
The Financial Services Roundtable July 2010 - January 2013
Office of U.S. Senator Richard Shelby July 2009 - July 2010
Charles G. Koch Charitable Foundation June 2008 - June 2009
Education
The Johns Hopkins University
Master of Science (M.S.), Applied Economics
Wheaton College, IL
Bachelor of Arts (B.A.), Economics, Summa Cum Laude
Joseph Golden's The Financial Services Roundtable Experience June 2009 - August 2009
Job Senior Research Associate at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox June 2013 - Present
Dodge & Cox June 2011 - June 2013
Stanford University November 2008 - March 2011
Goldman Sachs June 2010 - August 2010
The Financial Services Roundtable June 2009 - August 2009
IBM July 2007 - September 2007
Skills
Financial Modeling, Equity Research, Equities, Valuation, Bloomberg, Financial Statement..., Investment Analysis, Industry Research, Market Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital IQ, FactSet
Education
Stanford University 2007 — 2011
BA, with Distinction, History
Viewpoint School 2003 — 2007
Dodge & Cox June 2013 - Present
Dodge & Cox June 2011 - June 2013
Stanford University November 2008 - March 2011
Goldman Sachs June 2010 - August 2010
The Financial Services Roundtable June 2009 - August 2009
IBM July 2007 - September 2007
Skills
Financial Modeling, Equity Research, Equities, Valuation, Bloomberg, Financial Statement..., Investment Analysis, Industry Research, Market Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital IQ, FactSet
Education
Stanford University 2007 — 2011
BA, with Distinction, History
Viewpoint School 2003 — 2007
Garrett Healey's The Financial Services Roundtable Experience January 2007 - May 2007
Job Investment Banking at UBS
Industry Financial Services
Experience
UBS April 2010 - Present
Alvarez & Marsal September 2008 - April 2010
The Financial Services Roundtable January 2007 - May 2007
Education
Queen's University 2004 — 2008
Commerce
UBS April 2010 - Present
Alvarez & Marsal September 2008 - April 2010
The Financial Services Roundtable January 2007 - May 2007
Education
Queen's University 2004 — 2008
Commerce
Britney Williams's The Financial Services Roundtable Experience May 2010 - August 2010
Job Receptionist at River View On the Appomattox Health and Rehab Center
Industry Hospital & Health Care
Experience
Capital One December 2011 - Present
River View On the Appomattox Health and Rehab Center August 2011 - Present
The Financial Services Roundtable May 2010 - August 2010
Marshalls Department Store January 2009 - May 2010
Skills
Outstanding Customer..., typing, Microsoft Office, Team Building, Oral Communications, PowerPoint, Excel, Spreadsheets, Writing Skills, Volunteer Engagement
Education
Norfolk State University 2008 — 2011
Bachelors, Sociology
Hopewell High School 2002 — 2006
General Studies
Capital One December 2011 - Present
River View On the Appomattox Health and Rehab Center August 2011 - Present
The Financial Services Roundtable May 2010 - August 2010
Marshalls Department Store January 2009 - May 2010
Skills
Outstanding Customer..., typing, Microsoft Office, Team Building, Oral Communications, PowerPoint, Excel, Spreadsheets, Writing Skills, Volunteer Engagement
Education
Norfolk State University 2008 — 2011
Bachelors, Sociology
Hopewell High School 2002 — 2006
General Studies
Maurizio Grassia's The Financial Services Roundtable Experience July 2006 - September 2006
Job Manager, Financial Reporting & Analysis at FINCA International
Industry Financial Services
Experience
FINCA International October 2008 - Present
FINCA International October 2008 - November 2013
TurboCare S.p.A. April 2000 - December 2012
Sheffield Advisors July 2005 - July 2007
Safi Apparel Corporation July 2003 - June 2007
The Financial Services Roundtable July 2006 - September 2006
Fiat Services January 1996 - April 2000
Skills
Financial Analysis, Treasury Management, Finance, Managerial Finance, Analysis, Blacksmithing, Strategic Planning, Corporate Finance, Economics, Financial Modeling, International..., Due Diligence, Banking, Strategic Financial..., Strategy, Data Management, Management, Contract Management, Risk Management, Accounting, Credit, Financial Reporting, Microfinance, Cash Flow, Business Planning, Financial Planning, Emerging Markets, IFRS, Cash Management, Business Analysis, Portfolio Management, Credit Risk, Economic Development, Data Governance, Project Finance, Research
Education
The George Washington University - School of Business 1999 — 2002
Master of Science (M.S.), Finance
Georgetown University 1990 — 1995
Bachelor of Science (B.S.), International Relations, Law, & Organization
Institut d'Etudes politiques de Paris / Sciences Po Paris 1992 — 1993
Certificat d'Etudes Politiques, Political Science and Government
FINCA International October 2008 - Present
FINCA International October 2008 - November 2013
TurboCare S.p.A. April 2000 - December 2012
Sheffield Advisors July 2005 - July 2007
Safi Apparel Corporation July 2003 - June 2007
The Financial Services Roundtable July 2006 - September 2006
Fiat Services January 1996 - April 2000
Skills
Financial Analysis, Treasury Management, Finance, Managerial Finance, Analysis, Blacksmithing, Strategic Planning, Corporate Finance, Economics, Financial Modeling, International..., Due Diligence, Banking, Strategic Financial..., Strategy, Data Management, Management, Contract Management, Risk Management, Accounting, Credit, Financial Reporting, Microfinance, Cash Flow, Business Planning, Financial Planning, Emerging Markets, IFRS, Cash Management, Business Analysis, Portfolio Management, Credit Risk, Economic Development, Data Governance, Project Finance, Research
Education
The George Washington University - School of Business 1999 — 2002
Master of Science (M.S.), Finance
Georgetown University 1990 — 1995
Bachelor of Science (B.S.), International Relations, Law, & Organization
Institut d'Etudes politiques de Paris / Sciences Po Paris 1992 — 1993
Certificat d'Etudes Politiques, Political Science and Government