Our team

Leadership

  • Jennifer Tescher

    President & Chief Executive Officer

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

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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

    Chief Strategy Officer

    As Chief Strategy Officer, Sarah Gordon leads the development and ongoing evolution of CFSI’s organizational strategy. In this role,...

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  • John Thompson

    Chief Program Officer

    As Chief Program Officer, John is responsible for leading all of CFSI’s programmatic activity, including its research, consulting, innovation,...

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  • Karen Andres

    Senior Vice President

    Karen is a Senior Vice President at CFSI and head of CFSI’s long-term savings and retirement practice. She leads...

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  • Fawziah Bajwa

    Senior Director

    CFSI’s mission of improving the financial health of Americans requires collaboration and partnership with many diverse parties. As the...

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  • Mesha Bailey

    Senior Associate

    As as a Senior Associate on the events team, Mesha Bailey is responsible for helping with the planning, logistics...

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  • Claire Barner

    Senior Manager

    Claire is the Senior Manager of Operations in the Shared Services Department. She is responsible for legal and insurance...

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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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  • Naomi Adams Bata

    Senior Director

    28% of people living in America are not financially healthy. For Naomi Adams Bata, Senior Director of Communications, being...

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  • Stacey Boeke

    Vice President

    Stacey is the Vice President of Organizational Effectiveness. She oversees CFSI’s talent, process improvement, and knowledge management initiatives. Prior...

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  • Beth Brockland

    Senior Director

    As a Senior Director, Beth leads CFSI’s strategy for financial health in the workplace. With her career background focused...

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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

    Vice President

    As a Vice President of the Program Team, Nancy orchestrates excellence in delivery by ensuring high quality program operations...

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  • Laura Cummings

    Director

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

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  • Noah Davies

    Associate

    As the Digital Associate, Noah informs CFSI’s online audience about upcoming events and thought leadership. He publishes content on...

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  • Andrew Dunn

    Senior Associate

    As a Senior Data Associate, Andrew Dunn applies a data-centric lens to all aspects of his work. He takes...

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  • Darren Easton

    Senior Director

    Darren leads CFSI’s Financial Health Network—over 150 organizations committed to creating the future of financial health. In this role,...

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  • Mark Feldman

    Director

    As a Director on the Program Team, Mark Feldman leverages his background in consulting and financial services to help...

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  • Jose Galindo

    Director

    Jose is a Director on the Program Team focusing on the Financial Solutions Lab, a joint effort between JPMorgan...

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  • Andrea Galvez

    Senior Director

    Andrea is Senior Director, Marcom, leading the strategic direction of all member experience efforts at CFSI to ensure that...

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  • Thea Garon

    Director

    Thea is a Director on CFSI’s Program Team. She leads the U.S. Financial Health Pulse, a groundbreaking research initiative...

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  • Shaheen Hasan

    Senior Manager

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

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  • Adam Herling

    Senior Manager

    Adam enjoys working with innovators in technology, financial services, behavioral economics, and design to solve tough problems. He brings...

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  • Stacy Huston

    Director

    Stacy Huston is the Director, Digital at the Center for Financial Services Innovation. In this position, Stacy is responsible...

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  • Mimi Joy

    Director

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

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  • Devina Khanna

    Manager

    Devina is passionate about financial health and the role of technology in expanding access to quality financial products. She’s...

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  • Sohrab Kohli

    Manager

    As a Manager at CFSI, Sohrab designs initiatives that address significant consumer challenges. He has led projects focusing on...

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  • Hannah Kramer

    Associate

    Hannah is an Associate on the Program Team at CFSI and applies her background in communications, financial technology and...

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  • Kelsey Kruslak

    Associate

    As an Associate on the Marketing and Communications team, Kelsey supports member experience and manages digital marketing efforts. She...

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  • Tanya Ladha

    Director

    Tanya is a Director working with a wide variety of financial services providers to identify, integrate and distribute high-quality...

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  • Maria Lajewski

    Director

    Maria enjoys working at the intersection of technology and behavior change, and is passionate about products and programs that...

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  • Rob Levy

    Vice President

    Rob Levy is Vice President, Financial Health at CFSI where he leads the research and thought leadership practice. His...

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  • Jennifer Majka

    Staff Accountant

    As CFSI’s Staff Accountant, Jennifer Majka assists within the functions of accounts payable, accounts receivable, and general ledger accounting....

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  • Farah Manjiyani

    Associate

    Farah is motivated to enhance the lives of the most vulnerable through improved financial health. As a Program Associate,...

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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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  • Dan Miller

    Manager, Marketing

    Dan believes companies should make financial health a strategic focus for how they do business. As a Manager on...

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  • Chandni Ohri

    Director

    Chandni believes that financial health is critical to leading a happy and fulfilled life. She works to improve the...

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  • Sarah Parker

    Senior Director

    Sarah is a Senior Director on the Program Team, working on CFSI’s public thought-leadership. She manages CFSI’s work on...

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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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  • Garry Reeder

    Vice President

    In his role as Vice President of Innovation and Policy, Gary sets the strategic direction and be responsible for...

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  • Maurice Richardson

    Vice President of Finance

    Maurice is the vice President of Finance. He is responsible for managing the accounting and finance functions of the...

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  • Alejandra Ruales

    Manager

    Alejandra is passionate about economic development and believes the power of technology as a key tool to building a...

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  • Josh Sledge

    Senior Director

    As a Senior Director on CFSI’s Program team, Josh supports innovative financial services providers working on solutions to improve...

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  • Corey Stone

    Entrepreneur in Residence

    Corey has had a long association with CFSI, first advising on its inception, then leading one of its early...

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  • Kristian Torres

    Associate

    As an Associate on the Operations Team, Kristian supports business operations with his expert Salesforce skills, creative solutions, and...

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  • Rhonda Turner-Pettis

    Manager

    Rhonda is passionate about improving financial health and fighting predatory financial practices. As Manager of Member Support, she helps...

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  • Nadia van de Walle

    Manager

    As a Manager on the Programs Team, Nadia leads consulting engagements and research with the goal of improving consumer...

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  • Trey Waters

    Manager

    A Manager on the Program Team, Trey is passionate about developing innovative products that can improve financial health and...

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  • Eric Wilson

    Associate

    Eric Wilson believes that rigorous analysis is key to helping the financial industry orient around financial health. As an...

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