Theresa Schmall

Manager

Theresa is a Manager on the Programs Team. She conducts research to identify and analyze financial services trends and innovative products, and provides relevant, actionable insights to lead to improved consumer financial health. She is highly motivated by the opportunity to improve access to and quality of financial products and services. She believes in achieving this through a collaborative network which can create measurable, sustainable improvements in the lives of millions of people.

Prior to joining CFSI, Theresa worked in nonprofit and affordable housing development at Affirmative Investments, Inc. There she worked with public and private funding sources to expand opportunities for low-income populations.

Theresa earned a Master of Public Policy from Loyola University Chicago and a Bachelor of Arts in Sociology from Boston College. She enjoys spending her time outside of CFSI biking, exploring Chicago and working to win her local euchre league.

Recent research from Theresa Schmall

  • Homeowners and Renters Insurance Spotlight

    This brief takes a closer look at the homeowners and renters insurance coverage, acquisition channels, knowledge, and claims experience of American consumers, with a particular focus on low- to moderate-income (LMI) consumers.

    Insurance Read More
  • Auto Insurance Spotlight

    This brief takes a closer look at the auto insurance coverage, acquisition channels, knowledge, and claims experience of American consumers, with a particular focus on LMI consumers.

    Insurance Read More
  • Life Insurance Insurance Spotlight

    This brief takes a closer look at the life insurance coverage, acquisition channels, and knowledge of American consumers, with a particular focus on LMI consumers.

    Insurance Read More
See Older Research