Dan Iannicola
President & CEO
- Former Dep. Asst. Secretary, US Treasury
- Former corporate attorney
- 20+ years in financial field
- Consulted in 8 countries
- Degrees: Wharton School – Univ. of Penn, Univ. of Illinois & American Univ.
Shaun Mundy
Senior Vice President
- Former Head Fin. Capability, UK’s Financial Services Authority
- Consulted in 18 countries
- 16 years as financial services regulator
- 13 years in UK government
- Degrees: Univ. of Cambridge
Paul Clitheroe AM, CFP®
Senior Advisor
- Chair, Australian Gov’t FinLit Board
- Chair FinLit & Prof., Macquaire Univ.
- Founder of ipac Securities
- Certified Financial Planner®
- Member, Order of Australia (AM)
- Degree: Univ. of New South Wales
Alison Griffiths
Senior Advisor
- Finlit content development expert
- Award-winning financial journalist
- Hosted personal finance TV programs
- Authored books, columns and blogs on money
- Degree: Univ. of Alberta
Bill Cheeks
VP, Community Outreach / Employee Engagement
- Former VP of Consumer Ed., Equifax
- 35+ years in financial services
- 10+ years with finlit NGO
- Education: Johnson C. Smith University
Dr. Mark Schug
VP, Curriculum Dev. / Research
- Prof. Emeritus, Univ. of Wisconsin, Dept. of Curriculum/Instruction
- 100+ journal articles published
- Authored 20+ curricula/textbooks
- Former high school teacher
- Degrees: Univ. of Minnesota
Variny Yim
VP, Communications
- 20+ years in financial communications
- Worked with two finlit NGOs, one for youth & one for retirement
- Speaks French & Cambodian
- Degree: Wellesley College
David Grace
Senior Advisor – Financial Inclusion
- Former SVP, World Council of CUs
- Former central banker
- Consulted in 65 countries
- Speaks Spanish
- Degrees: Washington Univ. & St. Louis U.
Christopher Bumcrot
Director of Market Research
- 20+ years research experience
- Co-designed US finlit adult survey
- Degree: Yale Univ.
Dr. Sandra Huston
Director Program Eval. / Curriculum Dev.
- 15+ years teaching fin. planning at univ.
- 30+ journal articles published
- Degrees: Univ. of Missouri, Univ. of Guelph & Univ. of Manitoba
Linda Kempin
Director of Workplace Programs
- 20+ years finlit experience
- Employee engagement expert
- Degrees: Univ. of San Francisco, Keller School & Northern Illinois Univ.
Dr. Irina Kunovskaya
Director of Research
- 20+ journal articles published
- Founded first major finlit NGO in Russia
- Earned PhDs in two countries
- Speaks Russian
- Degrees: Moscow State Regional Univ. & Univ. of Georgia
Chelsea Riedel, CPA
Director of Finance & Business Development
- 5+ years in finlit field
- Certified public accountant
- Degree: Smith School of Business – Univ. of Maryland
Dr. Vusal Hasanov, PMP
Senior Program Manager
- Former central banker
- Humphrey Fellow winner
- 4 years teaching at univ. level
- Speaks Russian, Turkish & Azerbaijani
- Certified Project Mgmt Professional
- Degrees: Gazi Univ. & Hacettepe Univ.
Upoma Antara Husain
Program Manager
- Managed programs in 2 countries
- Experience in developing economies
- Microfinance expert
- Speaks Bengali, French, and Burmese
- Degree: Univ. of Dhaka, Bangladesh
Chuhan Shen
Analyst
- Knowledge of finance, economics and statistics
- Experience in gov’t, NGOs & business
- Speaks Mandarin
- Education: Wharton School – Univ. of Pennsylvania
David Meyer
Multimedia Consultant
- Assisted in production of 400+ live events
- 5+ years of experience in multimedia / video production
- Degree: Southeast Missouri State University
Chris Carter
Web Development Consultant
- 15 years experience in web development
- Expertise in WordPress & other source management systems
- Experience with MySQL, Javascript/jQuery & PHP/AJAX/HTML