Our team

Leadership

  • Jennifer Tescher

    President & CEO

    Jennifer Tescher is the President & CEO of the Center for Financial Services Innovation (CFSI), the nation’s authority on...

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  • Karen Andres

    Vice President, Network Engagement

    Karen is Vice President of Network Engagement. She leads CFSI’s efforts to build, nurture, and provide business value to...

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  • Laura Barger

    Chief Marketing Officer

    Laura Barger is CFSI’s Chief Marketing Officer. Under her leadership, the marketing and communications team executes on strategic initiatives...

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  • Carole Brite

    Chief Financial Officer

    Carole is CFSI’s Chief Financial Officer and Chief Operating Officer. She leads the Shared Services Team and is responsible...

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  • Sarah Gordon

    Senior Vice President

    As a Senior Vice President, Sarah leads CFSI’s efforts to foster promising product, service, and strategy innovations that advance...

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  • John Thompson

    Senior Vice President

    As the leader of CFSI’s Program Team, John is responsible for CFSI’s research consulting, and innovation practices. Within these...

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  • Kaitlin Asrow

    Manager

    Kaitlin is an Associate on the Program Team. She contributes to consulting engagements and research initiatives that analyze financial...

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  • Shannon Austin

    Managing Director, Communications

    Shannon Austin is the Managing Director, Communications, working closely with financial innovators and partners to provide marketing and public...

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  • Fawziah Bajwa

    Director

    CFSI’s mission of improving the financial health of Americans is an ambitious goal that requires collaboration and partnership with...

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  • Claire Barner

    Operations Manager

    Claire is the Operations Manager in the Shared Services Department. She is responsible primarily for internal IT systems, Facilities...

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  • Mia Barricini

    Director

    As CFSI’s Director, Development, Mia is responsible for the strategy and execution of the organization’s fundraising and donor relations...

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  • Stacey Boeke

    Vice President

    Stacey is the Vice President of Organizational Effectiveness. She works to get the right information to the right people...

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  • Beth Brockland

    Managing Director

    As a Managing Director, Beth leads the development of tools to help providers incorporate the Compass Principles quality framework...

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  • Wilma Burns

    Executive Assistant

    Wilma is the assistant to the President. She serves as an extension of the President’s office, manages her schedule...

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  • Nancy Castillo

    Director

    Nancy conducts research and advises financial services providers on consumer financial health. She serves as the product manager for...

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  • Shannon Cavanagh

    Relationship Manager

    Shannon is a Relationship Manager on the Network Development team. She focuses on strengthening CFSI’s existing relationships as well...

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  • Laura Cummings

    Senior Manager

    Laura is a Senior Manager on the Program Team. She works with financial service providers to develop products and...

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  • Darren Easton

    Director

    Prior to joining CFSI, Mr. Easton spent four years as the Senior Management Analyst at the Wisconsin Housing and...

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  • Ryan Falvey

    Managing Director

    As a Managing Director, Ryan oversees the Financial Solutions Lab, bringing together innovators from the fields of technology, behavioral...

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  • Kate Flocken

    Associate

    Kate is an Associate on the Program Team at CFSI where she primarily works on the Financial Solutions Lab...

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  • Thea Garon

    Senior Manager

    Thea is a Senior Manager, conducting research to monitor and analyze emerging trends in the financial services industry and...

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  • Tyler Griffin

    Entrepreneur in Residence

    Ty is incredibly excited to be CFSI’s first Entrepreneur in Residence. A former CEO of a Financial Solutions Lab...

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  • Aliza Gutman

    Senior Director

    Aliza is a Senior Director, dividing her time between leading CFSI’s Consumer Financial Health Study and managing consulting engagements....

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  • Shaheen Hasan

    Manager

    Shaheen is a manager on the Program Team at CFSI. In her role, she works to inform and advise...

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  • Stacy Huston

    Senior Manager

    Stacy Huston is Senior Manager, Marketing & Communications at the Center for Financial Services Innovation. In this position, Stacy...

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  • Jeanne Hogarth

    Vice President

    As a Vice President, Jeanne leads CFSI’s policy initiatives to incorporate the latest research and innovative thinking into the...

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  • Matt Jago

    Senior Associate

    Matt is a Senior Associate in the Marketing and Communications department. He leads CFSI’s social media campaigns, helping to...

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  • Mimi Joy

    Director of Network Engagement

    Mimi is a Director on the CFSI Network team. She manages the CFSI network expansion, focusing on delivering value...

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  • Sohrab Kohli

    Senior Associate

    As a Senior Associate, Sohrab researches, designs, strategizes, and supports initiatives that address significant consumer challenges. With a background...

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  • Tanya Ladha

    Senior Manager

    Tanya is a Senior Manager, working with a wide variety of financial services providers to identify, integrate and distribute...

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  • Maria Lajewski

    Manager

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  • Rob Levy

    Managing Director

    Rob is a Managing Director on the Program Team. He leads CFSI’s financial health initiative, strategically coordinating a multi-pronged...

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  • Veronica Marquez

    Administrative Assistant

    Veronica is a part of the Operations Team which successfully ensures all office operations run efficiently, and assists the...

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  • Stephanie McKeiver

    Executive Assistant

    Stephanie currently provides executive support to the COO, Senior VP, and VP. With a twenty-seven year background in the...

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  • Brianne Menges

    Senior Associate

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  • Fred Moore

    Relationship Manager

    Fred is a Relationship Manager in the Network Development group. He manages relationships with key executives in the CFSI...

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  • Sarah Parker

    Director

    Sarah is a Director, working on CFSI’s public thought-leadership. She manages CFSI’s work on financial health, making this more...

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  • Brenton Peck

    Senior Manager

    Brenton Peck is a Sr. Manager, Business Development at the Center for Financial Services Innovation. Leveraging his previous roles...

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  • Sergio Perales

    Administrative Assistant

    Sergio is the Administrative Assistant for the Network Development team. He works in an administrative capacity initiating the onboarding...

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  • Maurice Richardson

    Assistant Controller

    Maurice is responsible for all general accounting needs including transaction processing, reporting, and process improvement efforts. He aims to...

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  • Theresa Schmall

    Senior Associate

    Theresa is a Senior Associate on the Programs Team. She conducts research to identify and analyze financial services trends...

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  • Rachel Schneider

    Senior Vice President

    Rachel Schneider is a Senior Vice President at CFSI, and co-author ofThe Financial Diaries: How American Families Cope in...

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  • Josh Sledge

    Director

    As a Director, Josh manages and advises on initiatives designed to support innovators working on solutions to improve financial...

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  • Elizabeth Vivirito

    Vice President, Marketing

    Elizabeth is the Vice President of Marketing, helping to distribute CFSI’s thought leadership and unique point of view to...

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  • Jeff Weber

    Managing Director, Network Engagement

    Jeff’s team mission is to introduce the CFSI opportunity to potential members of our network. By establishing relationships with...

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  • Eva Wolkowitz

    Manager

    As a Manager, Eva Wolkowitz develops insights in collaboration with stakeholders and partner organizations to share timely and in-depth...

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