SPEAKERS

  • Leo Acheson

    Leo Acheson
    Senior Analyst, Manager Research, Morningstar Research Services LLC

    Leo Acheson, CFA, is a senior analyst covering multiasset strategies on Morningstar’s manager research team. He covers offerings from firms including JPMorgan, GMO, T. Rowe Price, Morgan Stanley, and Third Avenue. He also leads Morningstar’s 529 college-savings plan research effort and analyzes target-date funds. Before joining Morningstar in 2013, Acheson spent more than three years working for a Chicago-based investment consultant, conducting mutual-fund and asset-class research to help corporations manage their investment programs. Acheson holds a bachelor’s degree in finance and accounting from Indiana University’s Kelley School of Business. He also holds the Chartered Financial Analyst® designation.

  • Anwiti Bahuguna

    Anwiti Bahuguna
    Senior Portfolio Manager, Asset Allocation Team, Columbia Threadneedle Investments

    Anwiti Bahuguna is a senior portfolio manager with the Global Asset Allocation Team at Columbia Threadneedle Investments.* She is responsible for asset allocation research and portfolio management of the asset allocation funds and separately managed accounts. Dr. Bahuguna joined one of the Columbia Threadneedle Investments legacy firms in 2002. Previously, Dr. Bahuguna worked at Fleet in its corporate strategy and development group, where she provided investment banking analysis on transactions such as mergers and acquisitions in all types of financial services companies. Prior roles have also involved strategic planning for restructuring and positioning the corporation and its components for growth and expansion. She has been a member of the investment community since 1998. Dr. Bahuguna received a B.S. in economics and mathematics from St. Stephen’s College, Delhi University, and a Ph.D. in economics from Northeastern University.

  • Susie Bauer

    Susie Bauer
    529/UIT Manager, Senior Vice President, Robert W. Baird & Co.

    Susie is the 529/UIT Manager for Baird, where she has worked in UIT marketing since 1997 and 529 marketing since 2000. Susie leverages her expertise in client and prospect meetings discussing their 529/UIT needs with Baird’s Financial Advisors. Susie supports Financial Advisors in a marketing and training capacity, helping them understand the benefits of using 529’s and UIT in the planning process. Susie is also a trainer and conducts e-learning sessions and Continuing Education presentations for Baird associates. Since 2004, Susie has served as co-chair of the Securities Industry & Financial Markets Association's (SIFMA) 529 Working Group. Susie is also an active member of the SIFMA UIT Roundtable. Prior to joining Baird, Susie was the Artistic Director and Administrative Director of Educational Programming for Bauer Contemporary Ballet, Inc. from 1974 to 1996. In addition, she was an Administrative Director for the Creative Music Factory from 1993 to 1997. Susie earned a bachelor of fine arts from the University of Wisconsin-Milwaukee and a master of arts from the University of Illinois, Champaign-Urbana. She holds the FINRA Series 7, 9, 10, 24, 51, 53 and 63 licenses. Commentary from Susie on a wide range of education planning topics has been featured in national, regional and trade media such as Biz Times of Milwaukee, Chicago Tribune, Forbes, HuffingtonPost.com, Investment News, Morningstar, The Wall Street Journal, U.S. News & World Report, Worth, Yahoo News, WTMJ radio and Wisconsin Public Radio.

  • Rosemary Becchi

    Rosemary Becchi
    Partner, McGuireWoods LLP

    Rosemary regularly counsels clients on a broad array of regulatory and legislative issues, with an emphasis on tax and financial services matters. Using her combination of public and private sector experience, Rosemary helps clients further their tax and financial services policy initiatives by providing strategic legal and business counsel, fostering critical relationships, and implementing successful long-term policy strategies.  Prior to joining McGuireWoods, Rosemary practiced for a full-service law and lobbying firm in the District of Columbia, where she served as deputy chair of the firm’s Tax and Financial Services Public Policy Department. She began her career in the Office of the Chief Counsel at the Internal Revenue Service, where she developed and drafted rulings and regulations on national tax policy. She went on to serve as tax counsel on the majority staff of the Senate Finance Committee where she played a key role in developing legislation at the committee, including legislation on corporate and income tax accounting issues, the R&D tax credit, methods of accounting, depreciation, education savings and charitable giving.   After leaving Capitol Hill, Rosemary worked at a large accounting firm providing tax advice to corporate clients on complex tax transactions. Following that she joined an American multinational financial services corporation’s federal government relations division and was responsible for representing the organization on its federal corporate tax, corporate governance, accounting, and auditing issues. Rosemary later joined one of the largest mutual fund and institutional investor groups where she was responsible for tax and financial service legislative and regulatory issues, including issues that impacted  retirement and health savings, investment products, deferred compensation, and college savings plans. Rosemary also served as a member of the board of the Investment Committee for the Virginia College Savings Plan, where the committee oversaw the selection of investment options for the plan.  Throughout her career, Rosemary has been actively involved in charitable organizations. She was involved in the creation of the Capital Area REACH Program and for eight years served as its executive director. In that role, she was responsible for raising funds as well as overseeing programming for the charity. She also served in leadership of the Tax Coalition, including serving as the chair. Most recently, Rosemary has been elected to be the chairman of the board of Running Start, an organization dedicated to getting more women elected to public office.

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    David Bell
    Managing Director, Oregon 529 Savings Network

    David Bell helped develop and launch the Oregon ABLE Savings Plan and manages the Oregon College Savings Plan as the Managing Director of the Oregon 529 Savings Network under the Oregon State Treasury. In addition to working for the Oregon State Treasury, David is an adjunct professor at Portland State University in the School of Business Administration. Before joining the Oregon 529 Savings Network, David was the Director of Operations for the Global Youth Empowerment division of Operation HOPE, an international nonprofit focused on financial empowerment and capacity building. David received his bachelor’s degree in Business Communications at Point Loma University in San Diego and his MBA from Concordia University in Portland. David is the chair of the Oregon Jump$tart Coalition and a founding board member of Wildlife Friendly Enterprise Network.  David has lived and worked in Africa, Asia and Europe, but calls Oregon home with his wife and two daughters.

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    Suzanne Bertolett
    Senior Regional Counsel - Enforcement Department, FINRA – Florida District Office

    Suzanne Bertolett serves as Senior Regional Counsel with FINRA’s Enforcement Department.  In her current role, Suzanne provides legal guidance to staff and management in connection with FINRA investigations and examinations into potential violations of the federal securities laws and FINRA and MSRB rules.  Suzanne also represents FINRA Enforcement in formal disciplinary matters.  Prior to joining FINRA, Suzanne practiced law for ten years at Sutherland Asbill & Brennan LLP, where she represented broker-dealers in customer arbitrations and other litigation.  Suzanne obtained her Bachelor of Arts with honors from the University of North Carolina at Chapel Hill and obtained her Juris Doctor with honors from the University Of North Carolina School Of Law.

  • George Betzio

    George Betzios
    Founder and Partner, Spectra Professional Services, LLC.

    George Betzios is a founding partner at Spectra Professional Services, LLC., with 42 years of operational expertise. Mr. Betzios began his career in the fund industry with National Securities and Research Corporation (National Funds) as a systems programmer. He acted as Head of Information Technology and then Head of Operations. Mr. Betzios subsequently accepted a position as Head of Mutual Fund Operations for Salomon Brothers Asset Management. Through various mergers and acquisitions he continued as Director of Mutual Fund Services and Transfer Agency Operations for both domestic and international operations at Smith Barney Asset Management, Citigroup Asset Management and most recently at Legg Mason, Inc. Mr. Betzios has extensive experience in vendor selection, consolidation of shareholder- servicing functions for both onshore and offshore mutual funds as well as the conversions and oversight of multiple Section 529 programs. He has developed and implemented several vendor and servicelevel oversight programs and metrics reporting both in the US and offshore. Mr. Betzios has served on the Investment Company Institute’s Operations and International Operations Committees.

  • Hon. Young Boozer

    Hon. Young Boozer
    Treasurer, Alabama State Treasury

    Young Boozer was born in Birmingham and raised in Tuscaloosa. He earned a bachelor’s degree in economics from Stanford University and a master’s degree in finance from the Wharton School at the University of Pennsylvania. During the past four decades, Boozer’s career in banking, finance and investments has taken him from Citibank in New York and Crocker National Bank in Los Angeles, to Coral Petroleum in Houston and Colonial Bank in Montgomery.Treasurer Boozer also served as Deputy State Finance Director for Governor Bob Riley after his retirement in 2007. During his tenure in the Alabama Department of Finance, he played a key role in saving millions of taxpayer dollars through the restructuring of state bond debt and derivatives. Boozer left the Riley Administration in early 2010 to run for State Treasurer in his first race for elected office. He is a member of and has held leadership roles in several organizations, including his church, the Rotary Club, the Alabama Shakespeare Festival, the Boy Scouts and Stanford University.

  • James Canup

    Jamie Canup
    Partner/Principal, Hirschler Fleischer

    Jamie Canup is the Tax Practice Chair at the law firm of Hirschler Fleischer. For close to 20 years, Jamie has advised states, program managers and records administrators with regard to both prepaid and college savings plans (529 Plans). He has worked on behalf of over two dozen 529 Plans concerning disclosure statements, compliance matters, RFPs, contract negotiations, renewals and terminations, legislative initiatives (both state and federal), private letter ruling requests, and training for staff, directors and boards of 529 Plans. He has been quoted in The Wall Street Journal, U.S. News & World Report, The New York Times, USA Today, Investment News, Financial Advisor, Hedge Fund Alert, and other publications concerning 529 plans, ABLE and other tax-favored investments. Jamie is a past Chair of the Corporate Affiliates Advisory Board of the College Savings Plans Network (CSPN) and is a frequent speaker on tax-favored education savings options. He has spoken at the major 529 conferences, including those sponsored by CSPN, Strategic Insight, the College Savings Foundation, savingforcollege.com and the College Savings Plan Summits (co-chair). He is an active member of the Legal and Regulatory Committee, Disclosure Principles subcommittee, Federal Initiatives Task Force, Strategic Plan subcommittee and Conference Planning subcommittee of CSPN. In addition to his 529 practice, Jamie has more than 20 years of experience representing corporations, real estate investment trusts, tax-exempt entities, governmental agencies, and individuals. His practice also includes, but is not limited to, corporate formation, liquidations and reorganizations, taxation of securities and financial products, forming and advising tax-exempt entities, and representing clients before the national office of the Internal Revenue Service and the Office of Tax Policy at the Treasury Department. Jamie is recognized by Virginia Business as a member of Virginia’s “Legal Elite.” He serves on the Nonprofit Advisory Committee of the Community Tax Law Project and on the Richmond Bar Association’s Pro Bono Committee. He received his B.A. with distinction from the University of Virginia, his J.D. from Washington & Lee University School of law, and his LL.M. (Taxation) from Georgetown University Law Center, where he was a graduate-student advisor on The Tax Lawyer.

  • Kay Ceserani

    Kay Ceserani
    Managing Director, Pension Consulting Alliance, LLC

    Ms. Ceserani is a Managing Director and a member of the Board of Directors of Pension Consulting Alliance. She has worked in the investment consulting industry in various roles since 1993.  She has extensive experience in the development, execution and monitoring of investment programs for institutional clients, as well as expertise in performing due diligence on money management firms and their products. Ms. Ceserani currently serves as the lead consultant on several 529 College Savings Plans.  Prior to PCA, Ms. Ceserani was a Consulting Project Manager at Yanni Partners in Pittsburgh, PA for six years. Her responsibilities included quarterly analysis of client portfolios, asset allocation studies, asset transitions, manager selection and monitoring, and special research projects. Ms. Ceserani has also served as the Director of Operations at Greycourt & Co., Inc. in Pittsburgh, PA and the Director of US Equity Research and Consulting Manager at Ennis Knupp & Associates in Chicago, IL. She also spent six years at R.V. Kuhns in Portland, OR.  Ms. Ceserani earned a BS in Political Science at the University of Oregon.

  • Paul Curley

    Paul Curley
    Director of College Savings Research, Strategic Insight

    Paul Curley, CFA, is Director of College Savings Research at Strategic Insight, where he oversees data, research, consulting, media and events on 529 savings plans, 529 prepaid plans and ABLE accounts for institutional clients. He is also the Editor-in-Chief of the 529 Dash e-newsletter and 529 Insiders website for advisors, accountants and estate planners.

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    Marc Dextraze
    Executive Director - Head of Mutual Fund & ETF Product Management, Morgan Stanley Wealth Management

    Marc has been with Morgan Stanley Wealth Management for 15 years and is currently the head of product management for mutual funds, money markets, ETFs and 529 College Savings Plans.  He leads a team of product managers that are responsible for supporting more than $650 billion in assets under management across these product categories.  The team’s primary responsibility is to identify opportunities to develop new products and services that are designed to enhance the product offering, improve client experience and increase efficiency.  Prior to his current role, Marc was the head of mutual fund and ETF due diligence for the group.  During his tenure with the firm he has also held positions with Alternative Investments, Corporate Retirement Services and Risk Management.  Marc earned a B.S. in Finance from St. Thomas Aquinas College.

  • Jim Diskin

    Jim Diskin
    Director, Institutional Stable Value, Prudential

    Jim Diskin is part of the Institutional Stable Value Product Team at Prudential Retirement. In his role, Jim leads a team responsible for executing new business transactions, maintaining the in-force book of business, and the development and implementation of new products. Prior to this role, Jim led the Stable Value Strategy and Planning Team, responsible for strategic initiatives as well as financial and operational planning efforts. Jim earned a BA in English from Seton Hall University and an MBA with a concentration in Finance from Rutgers University. Jim is also a CFA charterholder.

  • Steve Dombrower

    Steve Dombrower
    Senior Vice President, Advisor Strategy & Investment Management, Ascensus College Savings

    Steve Dombrower, CFA joined Ascensus College Savings in June of 2016 as Senior Vice President, Head of Advisor Strategy and Investment Management. In this role, he works to foster new relationships with financial advisor firms in the 529 plan industry and strengthen existing partnerships while also collaborating closely with Ascensus College Savings’ distribution partners to encourage growth and ensure continued success. Additionally, he has responsibility for Ascensus College Savings’ investment oversight. Mr. Dombrower brings over 20 years of financial services and investment management experience to his role. He previously served as Vice President and Director of college savings for OppenheimerFunds where he was responsible for all aspects of marketing, distribution, and investments for the company’s suite of 529 plans. While at OppenheimerFunds, he held numerous other positions including National Sales Manager of the organization’s separately managed account subsidiary as well as product development, strategic account, and due diligence analysis roles. Mr. Dombrower’s previous experience also includes several years of managed account wholesaling as a Private Client Consultant with Rochdale Investment Management in New York. He also held positions in Dealer Services and Sales and Marketing with Dreyfus and Quest for Value Funds, a former subsidiary of Oppenheimer Capital. Mr. Dombrower holds a MBA in Corporate Finance and Investments from Adelphi University and a BS in Finance from the State University of New York at Albany. Additionally, he is a CFA charter holder and is a member of the CFA Institute, the New York Society of Securities Analysts, and the Financial Planning Association.

  • Daniel Durazo

    Daniel Durazo
    USA Director of External Communications, Allianz Global Assistance

    Daniel Durazo is Director of Communications for Allianz Worldwide Partners USA, a global leader in consumer specialty insurance. Paris-based Allianz Worldwide Partners Group has operations in 35 countries with more than 17,000 associates and is a unit of Munich-based Allianz, one of the world’s largest integrated financial services and insurance companies. Allianz Worldwide Partners covers more than 25 million Americans each year with travel insurance, tuition insurance event ticket protection and registration protection products. The company’s products are offered to consumers directly and via partners that include most major U.S. airlines, leading online travel agencies and ticketing and event companies. Dan has nearly 20 years of public relations experience, focusing on media relations, crisis communications and reputation management. He has spent most of that time in public relations and integrated marketing agencies working for clients that include Coca-Cola, Target Stores, Honda Motor, Anheuser Busch, Toshiba and many others. For Allianz Worldwide Partners, he manages all external communications, which includes media relations, reputation management, opinion leader and blogger outreach and more. Dan developed and manages the Allianz Travel Insurance Vacation Confidence Index, which is used by travel media as a barometer of the health of the travel economy. Dan is a graduate of the University of Maryland, College of Journalism.

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    Mark Edblom
    Associate Product Manager - Mutual Funds and ETFs, RBC Wealth Management

    Currently the product manager for mutual funds, 529 plans, exchanged-traded funds and closed-end funds for RBC Wealth Management. Created and launched FACTS 529 Plan (Oregon) for US Bancorp Asset Managment in 2002 Created and launched Tomorrow's Scholar (Wisconsin) for American Express Financial Advisors in 2000.

  • Christina Elliot

    Christina Elliott
    Executive Director, CalABLE Board

    Christina Elliott is the Executive Director for the California ABLE Act Board. In this capacity, she is overseeing the development and implementation of a savings program that will enable millions of people with disabilities to save up to $100,000 without losing vital state and federal benefits. Prior to this role she was the Executive Director for the California Secure Choice Retirements Savings Investment Board where she oversaw the development and implementation of a retirement plan for nearly 7 million Californians who do not currently have access to retirement savings at their place of work. Christina is a seasoned public administrator with over a decade’s worth of experience in public finance and administration. An active member of her community, she also serves as a Commissioner on First 5 Sacramento County Commission and further serves the commission on the Sustainability Committee and the Evaluation Committee. Named one of the Sacramento Business Journals top 40 Under 40 Professionals in 2016, she has a Bachelor’s Degree from California State University Sacramento in Government Journalism and a Master’s Degree in Public Administration from the University of Southern California. Christina is married and has two children, ages three and four.

  • Pamela Ellis

    Pamela K. Ellis
    Associate General Counsel , Municipal Securities Rulemaking Board (MSRB)

    Pamela Ellis is Associate General Counsel for the Municipal Securities Rulemaking Board. She provides legal expertise and support associated with the development of regulations governing municipal market professionals, including dealers and municipal advisors. Before joining the MSRB, Ms. Ellis was counsel at Sutherland Asbill & Brennan LLP (Sutherland), where she worked for more than 15 years. At Sutherland, she advised financial institutions on the organization and operation of Section 529 college tuition savings plans; she also advised financial institutions on the development, disclosure, and administration of innovative life insurance products, including variable, indexed and fixed products. Further, Ms. Ellis served on the staff of the U.S. Securities and Exchange Commission in the Division of Investment Management. Ms. Ellis earned an A.B. from Wellesley College as a Wellesley College Scholar with Honors in Political Science and a juris doctor from Vanderbilt University School of Law. About the MSRB The MSRB protects investors, state and local governments and other municipal entities, and the public interest by promoting a fair and efficient municipal securities market. The MSRB fulfills this mission by regulating the municipal securities firms, banks and municipal advisors that engage in municipal securities and advisory activities. To further protect market participants, the MSRB provides market transparency through its Electronic Municipal Market Access (EMMA®) website, the official repository for information on all municipal bonds. The MSRB also serves as an objective resource on the municipal market, conducts extensive education and outreach to market stakeholders, and provides market leadership on key issues. The MSRB is a Congressionally-chartered, self-regulatory organization governed by a 21-member board of directors that has a majority of public members, in addition to representatives of regulated entities. The MSRB is subject to oversight by the Securities and Exchange Commission.

  • Richard Ellis

    Richard Ellis
    Sr. Dir. For Compliance, Communications & Finance, Utah Educational Savings Plan

    Mr. Ellis is the Senior Director for Compliance, Communications, Finance and Investments at Utah Educational Savings Plan (UESP). His day-to-day responsibilities include oversight of all marketing, regulatory compliance, finance and investment functions for UESP. He joined UESP in November 2015. Prior to that, he served seven years as Utah State Treasurer. Mr. Ellis has served as a member of the Municipal Securities Rulemaking Board since October 2012. Other professional experience includes serving as Chief Deputy State Treasurer, Director of the Governor’s Office of Planning and Budget, and Executive Director of the Department of Administrative Services for the state of Utah. Mr. Ellis served on the board of trustees for the Utah Retirement Systems and chaired the Utah Council for Financial and Economic Education. He has served as an adjunct faculty member at the Marriott School of Business, Brigham Young University where he taught investments and cash management. Mr. Ellis was actively involved with the National Association of State Treasurers having served as the association’s president in 2014. He received the NAST Harlan Boyles/Edward T. Alter Distinguished Service Award in 2011 and the Jesse M. Unruh Award in 2015. He received his MBA from the University of Utah and a Bachelor of Science in Finance from Brigham Young University.

  • Joe Farrage

    Joe Farrage
    Sr. VP Business Development and Strategic Partnerships, PeachJar

    Joe Farrage is the Senior Vice President of Business Development for Peachjar and former owner of Mad Science of San Diego, an enrichment company that holds programs on school campuses. Joe credits his ability to continually produce top grossing numbers over the past 20 years to the fact that he strives to reach parents through a multitude of channels. In addition to his job roles, Joe has a passion for helping others in the community. He is a mentor for students at a local high school, a board member for the San Diego State Alumni Association, an active member of San Diego Rotary Club 33 and a board member/adviser for the Charitable Real Estate Foundation of the San Diego Foundation – not to mention he is the proud father of 2 kids!

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    Michael Frerichs
    Treasurer, Illinois State Treasury

    Michael Frerichs was elected Illinois State Treasurer in November 2014.  In Illinois, the Treasurer is the state’s Chief Investment Officer and Frerichs is a Certified Public Finance Officer. The office invests money on behalf of the state and local units of government. Mike also believes in providing individuals with the tools so that they can invest in themselves.  He does this by encouraging savings plans for college and trade school, increasing financial education among all ages, removing barriers to a secure retirement, and protecting residents from predatory companies.  The Treasurer’s Office actively manages approximately $25 billion. The investment approach is cautious to ensure the preservation of principal. The investment returns are significant: For every $1 spent to run the office, Mike nets $28 for the state’s residents.  In Illinois, the Treasurer’s office predates the state’s incorporation in 1818. Voters in 1848 chose to make it an elected office. Frerichs is the 74th person to serve in this role. After less than a year in office, Frerichs was elected by his peers across the country to be on the National Association of State Auditors, Comptrollers and Treasurers' Executive Committee. Frerichs also serves as Vice Chairman of National Association of State Treasurer’s Legislative Committee.   Mike was born in the Downstate farming community of Gifford, Illinois. He graduated from Yale University and spent two years in Taiwan where he taught English to young students and learned to speak Chinese. He returned to Champaign County and launched his own technology business. He was elected to the Champaign County Board and elected Champaign County Auditor. He also served as a volunteer firefighter.  In 2006, Mike was elected Illinois State Senator representing East Central Illinois. As chairman of the Higher Education Committee, Mike championed efforts to make college more affordable. He also served as chairman of the Agriculture and Conservation Committee.  Mike lives in Champaign with his young daughter, Ella.

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    Nathan Ganousis
    Product Leader – Managed Investments, Edward Jones

    Nathan Ganousis is the St. Louis-based product leader of the Edward Jones Managed Investments department. He is responsible for leading and coordinating product strategy, providing branch teams and clients with a broad offering of quality managed investments that reflect client needs and are aligned with advice and guidance, and maximizing the capabilities of product partner relationships for the benefit of clients and branch teams. Ganousis graduated from Missouri State University in Springfield, MO with a B.S. in Finance and earned his MBA from the Olin School of Business at Washington University in St. Louis, MO. He is a Chartered Mutual Fund Counselor, Chartered Financial Consultant, and Chartered Life Underwriter.

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    John Hesse
    Executive Director – Business Development and Execution, Morgan Stanley Wealth Management

    John joined Morgan Stanley in April 2004 as a Mutual Fund Consultant, playing a critical role in driving the firm’s transition to an open architecture mutual fund platform and adoption of funds in advisory. Prior to joining Morgan Stanley, John worked for Merrill Lynch from 1993-2004 as a Financial Advisor, Complex Risk Officer, Branch Manager and Complex Sales Manager. While at Merrill Lynch, John was one of the architects of the Supernova program, coaching numerous Financial Advisors in Client Segmentation, Service, Retention and Acquisition. Following positions as Western Division Manager for 40 Act Product Sales, Northeast Regional Director for Consulting Services and Director of National Sales for 40 Act Product Sales, John assumed his current role in April 2016. His current responsibilities include management and development of five internal sales desks as well as the 3D Insights Sales Idea Delivery Platform. Regarded as an industry expert in 529 College Savings Plans, he is the architect of the 529 Convertible C Share structure in use in several 529 Plans today. He holds FINRA Series 24, 3, 63, 65, 7, and 8 licenses, the designation of Chartered Mutual Fund Counselor (CMFC) from the College of Financial Planning, the designation of Certified Fund Specialist (CFS) from the Institute of Business and Finance, and is a Certified Microsoft Office Specialist. He is the author of numerous sales business tools including the Managed Asset Profile Report and the Asset Manager Breadth and Depth Report. He is widely regarded as an authority in the creation and use of information models to achieve increased sales. Originally from Fayetteville, North Carolina, he graduated from the U.S. Naval Academy in 1987 (B.S. in Political Science). John served as the Navigator and Gunnery Officer aboard the USS Semmes (DDG-18) from 1987 to 1991 and as a Naval Weapons Instructor in Charleston, SC from 1991-1993. John is based in St. Louis and lives in O'Fallon, Missouri with Tina, his wife for twenty six years. Together they have raised two successful adult children which he considers their greatest accomplishment.

  • Peter Hugnan

    Peter Hugnan
    Sales Director, College Savings, John Hancock Investments

    Peter Hughan is 529 Sales Director, College Savings for John Hancock Investments. Mr. Hughan is responsible for leading a team of 529 Sales Specialists, working with the Education Trust of Alaska as state sponsor and T. Rowe Price as the program manager. Mr. Hughan also partners with the National Accounts team from John Hancock Investments to work with the home offices of our broker dealer partners to increase knowledge and exposure for college savings plans.


    Prior to this role Mr. Hughan was an Internal Sales Manager working with the Wirehouse and Independent Financial Planner channels and an Internal Wholesaler responsible for the distribution of retail investment products, separate accounts and retirement services in Georgia and South Carolina.    


    Mr. Hughan joined John Hancock in 2003. Prior to assuming his role with John Hancock, Mr. Hughan worked with MFS Investment management.  


    Mr. Hughan is Series 6, 7, 24, 26, 51, 63 and 65 licensed. He is also a Certified Investment Management Analyst, Chartered Retirement Planning Counselor and holds is MBA from Babson College.  


    Mr Hughan lives in Norwell, MA with his wife Allison, son John who is 7 and daughter Emmeline who is 3. He enjoys golf and boating in the summer on Cape Cod with his family and skiing in Vermont in the winter.  

     

     

  • Doug Jackson

    Doug Jackson
    Deputy Director of STABLE Account, Ohio State Treasurer

    Doug Jackson has been dedicated to the field of developmental disabilities for over 18 years and works with a passion to serve people with disabilities and their families through improving the support system and the support staff. Doug’s experience includes managing the services of a direct support agency, executive administration in Ohio’s County Board of DD system, teaching human services classes at Wright State University, and guiding a state-operated developmental center as the Superintendent. Doug joined the Office of the Ohio Treasurer of State to help administer Ohio’s STABLE Accounts, a financial plan for people with disabilities.

  • Stephen Jobe

    Steve Jobe
    Director of College Savings Business Management, Legg Mason

    With over 25 years in the financial services industry – 15 in the 529 Plan space – Stephen Jobe has extensive experience on both the distribution and asset management sides of the retail, intermediary-sold mutual fund business, including responsibilities in business development, product management, distribution strategy, sales management, marketing/marketing communications, and compliance.  Current Responsibilities.  Jobe joined the Legg Mason U.S. Product Group in October 2014, as Head of the College Savings Business.  Today he is focused on driving the product development and distribution strategies of the Legg Mason-managed and distributed Scholars Choice® College Savings Program – sponsored by Colorado’s CollegeInvest.®  Previously.  Prior to joining Legg, Jobe rejoined Morgan Stanley Wealth Management, where, as VP, Investment Products, he was once again responsible for the firm’s 529 college savings plan business.  One of Jobe’s key projects was to enhance the firm’s 529 networking (NSCC Network Level 4) system to enable advisors to place initial trades via the firm’s order entry system – without the need for the third party/529 Plan paper new account application.  He also had responsibility for the firm’s offshore mutual fund business.    Prior to rejoining Morgan Stanley, Jobe founded Aberrant Consulting – to provide consulting services to stakeholders in the 529 space, such as State Sponsors, Program Managers, Investment Managers, Recordkeepers and Broker-Dealer Firms.  Jobe was focused on helping clients realize the growth potential of 529 college savings plans through innovative intermediary strategies and effective marketing communications.   While at iShares – the leading provider of Exchange-Traded Funds (ETFs) – as Director of 529 Programs, Jobe was charged with both growing the iShares-branded 529 Plan, which was sponsored by the State of Arkansas, as well as broadening iShares investment-only partnerships in the 529 space.  Before joining iShares, Jobe was with Morgan Stanley Wealth Management, where he had responsibility for the firm’s 529 college savings plan business, as Director of Education Strategies.  He oversaw the shift in strategy from mainly manufacturing to pure distribution of third-party 529 Plans, including the conversion of the firm’s proprietary Plan to a successor Program Manager, as well as the expansion of the 529 Plan platform from 12 to over 30 Plans.  And, Jobe was the business lead on two other critical projects – one to implement a Centralized Processing Unit, designed to ensure best pricing for the firm’s clients, and another to implement a networking system (NSCC Network Level 4), to enable advisors to see their client’s 529 holdings on the firm’s systems, and to place trades via the firm’s order entry system.  Previously, Jobe was with Allianz Global Investors Distributors (exclusive Distributor of PIMCO Funds at that time), where in 2002, as Senior VP, Director of 529 Programs, he launched the CollegeAccess 529 Plan, sponsored by the State of South Dakota.  Prior to that position, he oversaw PIMCO Funds’ brand and advertising efforts, as well as broker and investor communications, and was responsible for developing and implementing the online marketing strategy for Allianz and PIMCO retail mutual funds.  Prior to that, Jobe was with OppenheimerFunds, where he held a number of positions, including VP, Creative Director, responsible for the firm’s marketing communications efforts; and VP, Director of Distribution Marketing.  Industry Advocacy.  Jobe was a Board member, Executive Committee member and Chair of the Government Affairs Committee for the College Savings Foundation (CSF), a Washington DC-based non-profit organization dedicated to the advancement of 529 college savings programs.

  • Tim Kohn

    Tim Kohn
    Head of DC Services and Vice President, Dimensional Fund Advisors

    Tim Kohn, vice president, heads Dimensional's US defined contribution practice, coordinating the sales and service for corporate, sub-advisory, platform, and advisor-sold business. In this role, Tim works with clients and industry partners to market, research, and implement new defined contribution solutions. Tim leads Dimensional's DC efforts with academia, industry partners, and
    key
    stakeholders, and he also serves as executive editor for the firm's defined contribution
    client
    newsletter.

     

    Prior to joining Dimensional, Tim served as the head of DC Sales and Service and chief defined contribution strategist for Barclays Global Investors (now BlackRock ). Tim received his BA in business economics from the University of California, Santa Barbara, and completed his MBA at the University of San Francisco, and also maintains a master's of science in personal financial planning. Tim is FINRA Series 7, 24, and 65 licensed, and a Chartered Mutual Fund Counselor.

  • Mary Morris

    Mary G. Morris
    Chief Executive Officer, Virginia529

    Mary G. Morris is the Chief Executive Officer of Virginia529, the largest tax-advantaged college savings program in the country which recently launched ABLEnow, a tax-advantaged disability savings program. She directs and manages the operations, resources, and investments of Virginia529 and is involved in state and federal legislative and governance issues relating to the 529 and ABLE industries. Mary is a lawyer and spent many years in private practice specializing in tax, public finance and securities matters. In the public sector, earlier in her career she served as a Senior Assistant Attorney General for Tax and Finance and later served a term as the Treasurer of Virginia. Mary earned her Juris Doctor and Master of Law and Taxation from the Marshall-Wythe School of Law at the College of William and Mary. She is active in both national 529 organizations, having just finished a three year term as Chairman of the Board of the College Savings Foundation, and serving as Chairman of the Federal Initiatives Committee of the College Savings Plans Network and a member of the National Association of State Treasurers Legislative Committee. She is a member of the Institutional Limited Partners Association (ILPA) and the Virginia State Bar. Mary is a frequent national speaker on college savings, higher education and disability savings issues.

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    Ashley Nabors
    Senior Director of Financial Empowerment, Tennessee Treasury Department

    Ashley Nabors is the Senior Director of Financial Empowerment for the Tennessee Department of Treasury. Through this role, Ashley helps lead Department initiatives to educate and support the financial lives of Tennesseans through programs under Financial Empowerment: TNStars College Savings 529 Program, ABLE TN, RetireReadyTN, and the Tennessee Financial Literacy Commission.  Before becoming Senior Director of Financial Empowerment in 2015, Ashley served as Staff Assistant to the Treasurer, providing support on special projects including the Department’s implementation of the Governmental Accounting Standards Board Statement (GASB) No. 68 and Tennessee Public Chapter 990.  Ashley attended Tennessee Tech University, where she earned her B.S. in Business Administration as an accounting major and an MBA with a concentration in Finance. During her college career Ashley was appointed by Governor Bill Haslam to serve two consecutive terms as the Student Regent for the Tennessee Board of Regents.

  • Patrick Noonan

    Patrick R. Noonan
    Advanced Planning Consultant, Commonwealth Financial Network®

    Patrick is an advanced planning consultant for Commonwealth Financial Network.. In this role, he acts as a resource for advisors on issues involving stock option strategies, as well as education, retirement income, social security, estate, and business planning. Prior to Commonwealth, he worked for Advest Inc., Merrill Lynch, and then Janney Montgomery Scott. Patrick is a CERTIFIED FINANCIAL PLANNERTM professional, has his FINRA Series 7 and 66 securities registrations, and holds a life and health insurance license. He earned his BS in finance from Fairfield University. Patrick enjoys spending time at his house in Cape Cod, cooking, reading, and traveling.

  • Kaprel Ozsolak

    Kaprel Ozsolak
    Founding Partner, Spectra Professional Services

    Kaprel Ozsolak is one of Spectra’s founding partners. He brings 23 years of experience to the organization. Previously, Mr. Ozsolak was the chief financial officer for Legg Mason mutual funds, overseeing all treasury, shareholder reporting, board reporting, vendor oversight and a wide range of other fund administration functions. He was active in the firm’s successful launch of several innovative and complex new products. Prior to joining one of Legg Mason’s predecessor firms as controller in 1996, Mr. Ozsolak spent seven years at Ernst & Young, providing assurance services to clients, primarily specializing in financial services and asset management firms. Mr. Ozsolak has served at the ICI Accounting and Treasurers Committee as well as Accounting Policy Subcommittee. He has also helped plan ICI’s annual Tax and Accounting Conference and was a speaker on several panel discussions speaking on a variety of subjects. Mr. Ozsolak received his bachelor’s degree in Business Administration in finance and accounting from Bogazici University in 1989.

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    Maria Padin
    Program Director, Intuition ABLE Solutions

    Maria moved to the United States to pursue her undergraduate studies at Rollins College where she received a Bachelor of Arts degree.  She spent the early years of her career in public higher education administration.  As Assistant Financial Aid Director for the University of Maryland at College Park, she had oversight of the financial aid professionals responsible for a student population of 24,000 students and $166 million in federal, state and institutional financial aid.

     

    She transitioned to the private sector and into the education financial services field.  For the past twenty years she has held various managerial positions with Nelnet – a student loan and education financial services conglomerate, and with Intuition, LLC -- student loan and 529 college savings divisions.  She specializes in the areas of Implementation and Onboarding, Operations, and Client Relations. 

     

    Most recently, after the establishment of Intuition ABLE Solutions (IAS) in 2015, Maria developed and successfully executed a start-up plan implementing a turn-key ABLE program management solution supporting the newly enacted 529A federal law.  Under her leadership, IAS launched the first national and state ABLE programs in the country in 2016.

  • Tom Pappas

    Tom Pappas
    Vice President, Advertising Regulation, FINRA

    Thomas A. Pappas is Vice President of the FINRA Advertising Regulation Department, which regulates the advertisements, sales literature and correspondence used by FINRA member firms. His responsibilities include rule development, management of the filing and surveillance programs and related enforcement activities. He served in the same role at NASD before its 2007 consolidation with NYSE Member Regulation, which resulted in the formation of FINRA. He was previously registered with Davenport & Company LLC. He received a bachelor’s degree from The University of Richmond and an MBA from Virginia Commonwealth University.

  • Rob Pervical

    Rob Pervical
    Senior Vice President, Strategic Products, Ascensus College Savings

    Rob has over 20 years of financial services experience, having served 6 years at Fidelity Investments before joining ACS in 2002. In his current role, Rob leads the Strategic Products line of business, with dedicated focus on developing the firm’s ABLE strategy and implementation.


    Prior to this role, Rob led the Operational Risk Management & Analytics team since its inception in 2012. Under his leadership, the team facilitated all aspects of operational controls and audit, client service training and quality assurance, and data analytics. During his tenure at ACS, Rob has been responsible for business development analytics, project management, and served as relationship manager for the states of Arkansas and North Carolina.


    While at Fidelity, Rob was a Reporting Manager in the 529 College Investment Trust, Client Service Manager in the Variable Annuities Group, and a Product Manager in the Legal Product Group. While in the 529 group, Rob was actively involved in the initial implementation of plans for New Hampshire and Delaware.

     

    Rob holds a B.A. in Economics and Communication from Stonehill College, an M.B.A. from the University of Chicago, with concentrations in Finance, Accounting and Economics, as well as FINRA Series 7 and 24 licenses.

  • Richard Polimeni

    Richard Polimeni
    Director of Education Savings Programs, Bank of America Merrill Lynch

    Richard Polimeni is Director of Education Savings Programs for Bank of America Merrill Lynch. In this role, Richard is responsible for managing Merrill Lynch’s $13 billion 529 College Savings business. Merrill Lynch is one of the largest distributors of 529 plans to consumers and is the program manager for one of the country’s largest 529 plans, Maine’s NextGen College Investing Plan, as well as the distributor of 19 other state 529 programs. Richard is also Chair of the College Savings Foundation (CSF), a leading nonprofit helping American families save for higher education. Previously, he served in other leadership roles on the CSF Executive Committee as both Vice Chair and Secretary. Additionally, Richard has contributed to the organization over the years as Co-Chair of the Membership Committee, the Conference Committee, and the Media Committee. Prior to joining Bank of America in 2002, Richard spent 15 years with Smith Barney/Citigroup where he helped launch two of the country’s first 529 college savings programs for the states of Colorado (Scholars Choice in 1999) and Illinois (Bright Start in 2000). During his 30 years of financial services industry experience, Richard has held various sales, marketing, operational, and management positions supporting retirement and education savings products. Richard is Series 7, 63, 66 and 53 registered (Municipal Securities Principal) and earned a degree in Business Management from Brookdale College.

  • Rachel Ramos

    Rachel Ramos
    Product Manager – Investment Services, American Funds

    Rachel Ramos is a product manager for American Funds, part of Capital Group, responsible for the product development and management of American Funds’ education savings product suite, including CollegeAmerica®. She has 19 years of industry experience, all with Capital Group. Earlier in her career at Capital, she contributed to the firms’ marketing, conference and overall independent broker-dealer strategy, and distribution and service center efforts. Rachel is based in Los Angeles.

  • Chuck Ranney

    Chuck Ranney
    Vice President, Mutual Funds and 529 Plan Distribution, Ameriprise Financial

    Chuck Ranney is Vice President of Mutual Fund & 529 Plan Distribution within the Wealth Management Solutions organization at Ameriprise Financial. He oversees the product offering, distribution strategy and relationship management of asset managers with a focus on developing and implementing sales strategies for partner firms to drive business results.Chuck has been with Ameriprise Financial for 17 years, spending the first four years working in the Service Delivery organization before joining the External Products Group as a Product Analyst in 2004. A year later he became a Product Manager working with mutual fund partner firms and has had oversight of all mutual fund and 529 plan product/relationship management since 2009. He graduated from the University of Wisconsin-Madison with a B.S. in Economics.

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    Dan Rauenzahn
    College Savings Product Manager, T. Rowe Price

    Dan Rauenzahn is currently the Product Manager for College Savings at T. Rowe Price. In this role, Dan develops and executes projects that support and advance the College Savings business strategies across T. Rowe Price's direct and advisor 529 sold plans. Dan started at T. Rowe Price in 2010 holding progressive roles in Distribution Services Operations, Marketing, and Product teams. Dan completed his M.B.A. at the Sellinger School of Business, Loyola University Maryland and completed his B.S. in Finance from Pennsylvania State University. He holds his FINRA series 6, 63, 7, 66, 24, 4, and 53 licenses. Outside of work Dan enjoys travelling with his family and running. He also volunteers for the Boy Scouts of America and Back on My Feet.

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    William Reilly
    Director, IRA and 529 Plan Associate Product Manager, UBS Financial Services, Inc.

    William (Bill) Reilly is a Director of UBS Financial Services Inc. and is the firm's Associate Product Manager for individual retirement accounts (IRAs) and 529 college savings plans. Bill is responsible for developing sales campaigns, policies, procedures, IT programs, Financial Advisor training, client marketing materials, and account documents/forms to support the firm’s IRA and 529 business. He ensures UBS Financial Advisors, clients, and the firm remain in compliance with the intricate complexities of IRS rules for these products. Additional responsibilities include monitoring legislative and regulatory changes involving these products. Bill earned a Bachelor of Science in Economics from Seton Hall University and holds Series 7, 66, & 24 FINRA securities licenses. He is also a Certified Financial Planner™ and a Certified IRA Specialist II.

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    Tamara Salmon
    Senior Associate Counsel, Investment Company Institute (ICI)

    Tamara K. Salmon is an Associate General Counsel of the Investment Company Institute. She has been with the Institute since 1993. Her work at the Institute involves responsibility for a variety of legal and regulatory issues relating to mutual funds, broker-dealers, and investment advisers, including issues relating to 529 plans. Prior to joining the Institute, she served as Assistant Director of the Florida Division of Securities. In her eight years with the Division, she oversaw the Division’s registration and examination functions, filed and settled enforcement proceedings, testified frequently as an expert witness, drafted and analyzed statutory and rule changes, and handled various cabinet issues for Florida’s Comptroller. Prior to joining the Florida Division, she was an attorney with the Commerce Committee of the Florida House of Representatives, where her duties included drafting and analyzing legislation relating to the financial services industry. She graduated magna cum laude from Salem Women’s College and magna cum laude, Order of the Coif, from Florida State University College of Law. She is a member of the American Bar Association as well as the bar associations of the State of Florida, the District of Columbia, and the U.S. Supreme Court.

  • Kolby Smith

    Kolby Smith
    Wealth Management Associate, Plante Moran Financial 

    Kolby Smith, CFP® is a manager in the wealth management practice at Plante Moran. He is known for helping high-net-worth individuals and families develop wealth management strategies that help them meet their short- and long-term goals. He specializes in portfolio construction, retirement planning, tax optimization, estate planning strategies, and higher education planning. Kolby also holds a BS in finance from Taylor University.

  • Chris Stack

    Chris Stack
    Managing Consultant, Savingforcollege.com

    Chris Stack, Esq. Managing Consultant, Savingforcollege.com, is a nationally recognized 529 authority and experienced in educational finance. He has been a practicing attorney for over 25 years, licensed in New York & Pennsylvania, with experience in finance, investments and law relating to tax-advantaged products, including Section 529, since it became federal law in 1996. As a partner at a major New York law firm, Chris advocated to his state clients the benefits of 529 programs and, beginning in 1997, served as the principal or participating author for a number of states’ legislation establishing 529 programs and continues to author state law modifications. He advised several of the largest mutual fund companies on successfully entering the 529 industry and assisted several states implement their 529 investment programs which now service over $15B in assets. He has been spearheading Savingforcollege.com LLC consulting and educational services since 2001. He is intimately familiar with the provisions of Section 529 itself, as well as the various state programs. Currently, Chris advises and consults with several major investment companies and presents nationally to financial advisors, as well as accountants, attorneys, employers and actual investors on 529 plans. He has been interviewed and has been quoted by national and local media. Chris is a graduate of Fordham College and Fordham University School of Law, located in New York City. He has participated in 529 programs for his two boys since 1997. Savingforcollege.com is widely acknowledged as a leading independent authority and resource on Section 529 and the various 529 college savings programs. Savingforcollege.com hosts a website that is the most often cited source of comprehensive information on 529 plans and developments concerning the industry. Its founder, Joe Hurley, CPA, is frequently quoted by the national and financial media and is also author of the book, “The Best Way to Save For College – A Complete Guide to 529 Plans”.

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    Mark Struthers
    Founder, Sona Financial

    I am a fee-only RIA out of Chanhassen, MN that specializes in helping families plan and pay for education.

  • Winnie Sun

    Winnie Sun
    Managing Director and Founding Partner, Sun Group Wealth Partners

    Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted award-winning financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, tech elite, and established families throughout the West Coast. With over 200K followers on Twitter, Winnie is one of the most followed financial advisors on social media today. With more than 16 years of experience in the financial services industry, Winnie has been selected as Investment News' Twenty Women to Watch, is frequent speaker at national events, appears on CNBC’s Closing Bell, Fox Business News, and Cheddar TV as a market commentator, is a regular contributor to Forbes, NerdWallet, Influencive, MoneyTips, ModernMom, Galtime, Bloomberg’s AssetTV, is the host of TuneIn radio’s business show Renegade Millionaire, host of the Renegade Mom TV show, appears on CBS as a finance expert, and is quoted in publications including The Wall Street Journal, CNBC, ABC, The New York Times, Yahoo! Finance, AOL Finance, HuffPost LIVE, theStreet TV, USA Today, TheStreet show, Rep Magazine, OnWallstreet Magazine, Financial Planning Magazine, FA Magazine, AdvisorOne Magazine, GreersOC, Orange County Business Journal, Orange County Register, OC Metro, OC Family, and many others. Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist, and Lead Financial Advisor for the Sun Group at Morgan Stanley Smith Barney. Her exemplary young team was a premier leader in managing client portfolios and providing professional customized service. Winnie began her investment advisory practice with Salomon Smith Barney where was awarded their highest honors for success with her membership in the elite Blue Chip Council (2001-2004), Century Council, and President’s Council throughout her tenure*. Winnie was also an advising member of the Smith Barney Asian Advisory Council. Prior to entering the financial planning industry Winnie was an entrepreneur. She owned and operated CH Entertainment, which was headquartered in Los Angeles, California. Her firm was a leading television audience production company, with many high profile clients including America’s Funniest Home Videos, Jeopardy!, Wheel of Fortune and Judge Judy. Winnie participated in over 350 television taping productions, and was a voting member of the Academy of Television Arts & Sciences (Emmys).As an independent wealth advisor, Winnie is regularly called upon to educate large corporate and nonprofit groups on planning strategies. Winnie has been honored with invitations to the Barron’s Winner’s Circle for Top Women Financial Advisors beginning in 2006 to present, named Investment News’ 20 Women To Watch, and coined "The Wealth Whisperer" in OC Metro's “40 under 40” recognition, and awarded first place in Rise Ranking’s 2017 Women in Finance Power 100 list.

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    Rob Tirrell
    529 Business Development Specialist, Voya Investment Management

    Rob Tirrell is a 529 Business Development Specialist for Voya Investment Management, responsible for growing new business as well as transitioning existing plans to the Voya 529 plans. Rob was an Internal Wholesaler with Voya, covering Wisconsin and Chicago since 2011 before moving in to his current role in 2013. Prior to joining Voya, he was a Relationship Manager with MassMutual Financial. Rob began his career with MassMutual in 2007 helping service the top 75 Advisors within the MassMutual Advisor network. Rob received a Bachelor’s of Science degree from Westfield State University. Rob holds the FINRA Series 7, 66, and 24 licenses.

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    Michael Whitehurst
    Vice President, Wealth Management Advisor, Retirement Benefits Consultant

    Michael worked for IBM in Los Angeles before joining Merrill Lynch in 1995. With the Collins Whitehurst Femat Group, he concentrates on offering advice and guidance to clients on the potential benefits of the wide range of products and services offered by Merrill Lynch. As a Retirement Benefits Consultant, Michael also assists businesses in enhancing and implementing their corporate retirement plans and he offers access to commercial lending facilities through Bank of America. He is passionate about helping these clients educate their employees about wealth management strategies and investing for their future. Michael received his Bachelor's of Business Administration degree from Texas Christian University, with a major in marketing and a minor in psychology. He also holds the CERTIFIED FINANCIAL PLANNERTM certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning CounselorSM (CRPC®) , Chartered Retirement Plans SpecialistSM (CRPS®) and Certified Plan Fiduciary Advisor (CPFA). Michael is married and has three daughters. He is a board member and soccer coach for the Catholic Youth Organization, a past auctioneer volunteer for KLRN TV San Antonio (a local PBS affiliate), past board chair of Catholic Charities and of TCU San Antonio Alumni Association, past board member of American Lung Association of Texas, member of Missionary Oblate partnership, a 2005-2006 Leadership San Antonio class graduate, a 2006 graduate of the Alexander E. Briseño Leadership Development Program and a Community Education Leadership Program graduate.

Sponsorship Information:

Austin Ulep
617-913-0571
austin.ulep@strategic-i.com

General Information:

Carol Popkins
203-595-3282
carol.popkins@strategic-i.com