Dan Iannicola
President & CEO
  • Former Dep. Asst. Secretary, US Treasury
  • Former consumer finance attorney
  • 25+ years in financial field
  • Consulted in 10 countries
  • Degrees: Wharton School – Univ. of Penn, Univ. of Illinois & American Univ.
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Shaun Mundy
Senior Vice President
  • Former Head Fin. Capability, UK’s Financial Services Authority
  • Consulted in 20 countries
  • 16 years as financial services regulator
  • 13 years in UK government
  • Degrees: Univ. of Cambridge
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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
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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
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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
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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
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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.
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Lisa Bender
DIRECTOR OF YOUTH PROGRAMS
  • Former personal finance teacher
  • National Board Certified Teacher
  • 30 years classroom experience
  • Expert in professional development / curricula
  • Degrees: Univ. of Maryland & Frostburg State Univ.
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Christopher Bumcrot
Director of Market Research
  • 20+ years research experience
  • Co-designed US finlit adult survey
  • Degree: Yale Univ.
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Dr. Sandra Huston
Director Program Eval. / Curriculum Dev.
  • 20+ years teaching fin. planning at univ.
  • 30+ journal articles published
  • Degrees: Univ. of Missouri, Univ. of Guelph & Univ. of Manitoba
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Linda Kempin
Director of Workplace Programs
  • 20+ years finlit experience
  • Employee engagement expert
  • Degrees: Univ. of San Francisco, Keller School & Northern Illinois Univ.
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Juliann Richardson
Director of Finance & Business Development
  • 3+ years in finlit field
  • 5 years U.S. Naval Officer
  • Degree: United States Naval Academy
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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.
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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
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Chris Carter
Web Development Consultant
  • 20+ years experience in web development
  • Expertise in WordPress & other open source   content management systems
  • Experience with MySQL, Javascript/jQuery &   PHP/AJAX/HTML
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David Meyer
Multimedia Consultant
  • Assisted in production of 1000+ live events
  • 10+ years of experience in multimedia/video   production
  • Degree: Southeast Missouri State University