Our team

Leadership

  • Jennifer Tescher

    President & Chief Executive Officer

    Jennifer Tescher is the President & Chief Executive Officer of the Center for Financial Services Innovation (CFSI), the nation’s...

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  • Karen Andres

    Vice President

    Karen leads CFSI’s work with the largest financial services brands in the country – including mega- and regional banks,...

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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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  • Kaitlin Asrow

    Manager

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

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  • Shannon Austin

    Senior Director

    Shannon Austin is the Senior Director of Communications. She works closely with financial innovators and partners to provide marketing and...

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  • Fawziah Bajwa

    Senior 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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  • Mesha Bailey

    Associate

    As an Associate on the events team, Mesha Bailey is responsible for helping with the planning, logistics and execution...

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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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  • 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 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

    General Manager

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

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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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  • 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

    Associate

    Andrew Dunn applies data analytics principles to all aspects of his life, from his fantasy football team to his...

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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

    Senior Director

    Ryan Falvey, Senior Director of the Financial Solutions Lab at the nonprofit Center for Financial Services Innovation, sits at...

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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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  • Andrea Galvez

    Director

    Andrea is Director, Marketing & Member Experience, leading the strategic direction of all member experience efforts at CFSI to...

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  • Thea Garon

    Director

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

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  • Katy Golvala

    Associate

    As an Associate on the Program Team, Katy contributes to research and collaborates with clients to find innovative solutions...

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  • Aliza Gutman

    Senior Director

    Aliza is a Senior Director at CFSI, focusing on helping financial services providers develop strategies, products, and services to...

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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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  • Mindy Hauptman

    Managing Director

    Mindy Hauptman believes that financial institutions are well positioned to help their customers improve their financial health, and that...

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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 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

    Manager

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

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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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  • Kate Lackie

    HR & Talent Manager

    As CFSI’s Human Resources & Talent Manager, Kate Lackie is an advocate and resource for employees. She manages recruitment,...

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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

    Manager

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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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  • 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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  • 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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  • Julie McCullough

    Manager

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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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  • 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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  • Maurice Richardson

    Controller

    Maurice is responsible for managing the accounting and finance functions of the shared services department. He started his career...

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  • Theresa Schmall

    Manager

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

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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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  • 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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  • Charles Whitfield

    Associate

    As an Operations Associate, Charles Whitfield supports network engagement, accounting, and operations at CFSI. Charles applies his robust background...

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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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  • 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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