Financial Literacy Research Consortium
Registration List
First
Shmuel
Audrey
Kim
Last
Abramzon
Adams
Adler
Title
Doctoral Fellow
Grants Management Specialist
Senior Advisor
Area
Research (Finance and Economics)
Grantor agency
Financial Security
Julie
Jason
Hunt
Blake
Christine
Carmen
Andrea
Agnew
Alderman
Allard
Allison
Allum
Amigon
Amir
Associate Professor of Finance and Economics
Sr. Director, Financial Education
Mr.
CEO & President
Investor Education Specialist
Program Director
Founder
CFL
Financial literacy
Finance
Financial Education & Literacy Advisers
Financial education for youth
Community HousingWorks
Personal Finance
Emily
Xiaoling
Chris
Phil
Jacqualine
Ammar
Frank
George
Silvia
Mary
Steven
Ted
Anek
Eric
Andruska
Ang
Anguelov
Armour
Arnold
Askari
Baitman
Barany
Barcellos
Bass
Bass
Beck
Belbase
Bell
Ms.
Economics
Social Science Research Analyst
financial literacy, retirement saving
Financial Educator
Community Development Expert
Chief Information Officer
Director Financial Education
PhD
Senior Community Affairs Specialist
Assistant Economist
President & CEO
Research Associate
President and CEO
Andrea
Karen
Stephanie
Stephanie
Joan
Keith
Brooke
Emily
Partha
Mary
Jack
Andrew
Nathaniel
Rachel
Carla
Kim
David
Nancy
Antoinette
Randy
Beller
Bellesi
Bell-Rose
Bell-Rose
Bellsey
Bergstresser
Berman
Bever
Bhattacharyya
Biddle
Bienko
Biggs
Bishop
Black
Blair
Blanton
Blumenstein
Boidy
Bolanos
Boldt
Professor
Community Development Manager
Managing Director
Managing Director
Ass't Coordinator, FSAP
Dr.
Project Associate
Financial Education
Financial Education & Underbanked Market
Information, Security & Technology
Consumer Federation of America
Labor and Development Economics
Money Smart Program
Investment Company Institute
Financial Literacy/Education
Financial Literacy
Financial Education Technology
Family Economics, Labor Economics, Demographic
Economics
Community Development, Financial Literacy
Financial Security
NON PROFIT / FINANCIAL SERVICES
Clincia Social Worker
Employee Benefits/Pensions
CFL
Economist
Grants Management Officer
Deputy Director
Resident Scholar
Program Analyst
Policy Analyst
FLC Associate Project Manager
Researcher
Senior Vice President
Ms
Ms.
Executive Rewards
Health and labor economics
Grants/Cooperative Agreements
Public sector
Social Security
Management and Technical Assistance
Asset Building
RAND
Financial Literacy
Employee Benefits (Pension & Health Plans)
Policy Analyst
Impact Assessment
Financial Planning
November 18 and 19, 2010
1
Company
Pardee RAND Graduate School
SSA
AARP
College of William & Mary, Mason School of
Business
Visa Inc.
Networker
Financial Education
Investor Education Fund
Community Building
Ga Crossroads
Board of Governors of the Federal Reserve
System
FDIC
Social Security Administration
Cornell University
WiseChoices
Office of the Comptroller of the Currency
Social Security Administration
Financial Literacy
RAND
Federal Deposit Insurance Corporation
Retirement
National Endowment for Financial Education
CFL at Boston College
ECB Strategies, Inc.
University of Illinois at Urbana-Champaign
Office of the Comptroller of the Currency
TIAA-CREF
TIAA-CREF
University of Maryland
U.S. Department of Labor, EBSA
Innovations for Poverty Action
RAND
National Institute on Aging
Social Security Administration
SBA
American Enterprise Institute
U.S. Small Business Administration
New America Foundation
FLC
Boston College
The Segal Company
SSA
Southern New Hampshire University
BP
Ronald Reagan Building and International Trade Center
Financial Literacy Research Consortium
Registration List
Alison
Jayna
Levi
Deborah
Cameron J.
Tawanta
Audrey
Borland
Bower
Brandriss
Briceland-Betts
Briggs
Brinson
Brown
Retirement Strategy Leader
Director, NCHEC
Financial Advisor
Interim Senior Vice President, Programs
Program Assistant
Community Affairs Assistant
Asst. to Annamaria Lusardi
Retirement Administration and Plan Design
Homeownership Education & Counseling
Financial Planning / Wealth management
aging, low-income, women
Financial Management
Financial Literacy
financial literacy
Jeffrey
Joanne
Ren?
Kent
Julie
Christopher
Clark
Elisabeth
Toni
Susan
Betsy
Michael
Brown
Brundage
Bryce-Laporte
Buckham
Bucy
Bumcrot
Burdick
Buser
Bush Neal
Bussman
Butler
Callahan
Karnes Professor of Finance
Founder & former Executive Director
Senior Associate
Director, Office of Consumer Protection
MBA Student
Partner
Economist
Program Associate & Director, New Media
Project Managment Leader
Social Insurance Specialist
Knowledge & Issues Strategist
Technical Adviser
Vice President and Director, Corporate
Marketing & Communications
University of Illinois and NBER
mothers' economic risk/financial literacy
The Aspen Institute
Consumer Protection Laws/Regulations
Peopleworks
Consumer Research
Macro
Financial capability
Federal Retirement Thrift Investment Board
Legislation and Congressional Affairs
Pension and retirement industry
Budget
Meredith
Callanan
Nancy
Camm
Sandra Nob Canon
Leandro
Carvalho
Nancy
Castillo
Beth
Castro
National Administrator
Research Associate
Program Associate
Director
Charles
Judy
Sharron
Richard
Holly
Alex
Kathleen
Karyen
Robert
Jack
Kelley
Barbara
Monique
Chang
Chapa
Chapman
Chard
Chase
Chihn
Christensen
Chu
Clark
Clift
Coates-Carter
Cohen
Cohen
Senior Research Associate
Vice President
Partnership Officer
Social Science Researcher
Financial Education Specialist
Manager
Project Officer
President-Founer
J. Michael
Catherine
Madelyn
Jessica
Yvonne
Cheryl
Collins
Collinson
Colon
Compton
Cooper
Cooper
Faculty Director, Center for Financial Security
President
Financial Education Coordinator
Research Assistant
Sr. Project Manager
Research Associate
Program Director
Chief, Consumer Finance Research Section
Professor
November 18 and 19, 2010
Aon Hewitt
NeighborWorks America
Ameriprise Financial Services, Inc.
AARP Foundation
National Institute of Food and Agriculture
FDIC
Dartmouth College
Pensions, Social Security, Retirement,
Insurance
Mothers & More
Asset-building/Contextual Financial Education
National Credit Union Administration
University of Pennsylvania
ARC
SSA-OCIO/OVS
EBRI/ASEC
Project Managment
SSA
Ohio Public Employees Retirement System
SSA
Marketing Communications and Financial Literacy
Office of Congressional Relations
eHome America
Household Decison-Making
Inter-American Dialogue
Community Development
T. Rowe Price
RAND
Online Education
Rand
Remittances and Financial Access
OCC
Quantitative research method, work force, low
Project Match
income community
Financial Education
The Financial Services Roundtable
Community Capacity Development Office
Public Safety & Community Development
Social Security Administration
Social Security
Financial Education for Adults
PA Office of Financial Education
RAND
Aging and Work
Alfred P. Sloan Foundation
Economist
FDIC
education
North Carolina State University
Financial Literacy Center
Financial Security
AARP
Financial Literacy Research Consortium
Social Security Administration
micorfinance, financial education
Microfinance Opportunities
University of Wisconsin-Madison, Center for
Personal Finance
Financial Security
Worker Retirement Preparedness
Transamerica Center for Retirement Studies
asset building, sustainability, financial education policy Office of the State Treasurer
financial education, products and behaviors
Urban Institute
Consumer Education
Federal Reserve Board
Consumer Protection, Asset Development
The Urban Institute
2
Ronald Reagan Building and International Trade Center
Financial Literacy Research Consortium
Registration List
Dubis
Michael
Mary
Brenda
Carolyn
Chris
Katherine
Amelia
Mary
Scott
Correal
Cosgrove
Craft
Cude
Cuff
Cummins
Dahlem
Dalton
Daly
Daniels
EVP
DIRECTOR
Professor
Commissioner - Individuals with Disabilities
Zone Manager for Financial Services
Senior Associate
National Partnerships
Vice President, MicroEconomic Research
Behavior Change
FINANCIAL EDUCATION
Consumer Economics
Social Entrepreneurship
Banking, Insurance and Investments
vulnerable populations
Internal Revenue Service
Economic Well-Being of People with Disabilities
Theodore
Gayle
Daniels
Daniels
President and CEO
Research Analyst
Financial Education
UNCF Special Programs Corp
Una
Shawn
Paul
Evan
Greg
Vicki
Daniels-Edwards
Daugherty
Davies
Davies
Davis
Davis
Vice President, Program Management
Policy Associate
Director, Division of Policy Evaluation
Principal
Financial Education
Government Relations
Economics
Finance
Vice President
Financial Literacy
Stephen
Manuel
Anja
Gregory
Eddy
William
Mike
Rani
Lautaro
Lydia
Day
De La Puente
Decressin
Degermajian
Demirovic
Dennis
Desenne
Deshpande
Diaz
Doll
Programs Director
Associate Commissioner, ORDP/ORES
Dr.
Senior Consultant
Sr. Outreach Specialist
Senior Research Fellow
Online Editor
Director, YouthSave Project
VP
Analyst
Economic Education
xxx
Labor Economics
Employee Benefits
Financial Planning
Small Business
AARP
Microsavings
LMI Finacial Services
Corporate Responsibility
Daniel
Dara
Julia
Irena
Doug
Drummond
Duguay
Durand
Dushi
Dylla
Director of Public Relations
President
Deferred Compensation Manager
Dr.
Principal
Kristen
Lisa
James
Dana
Laurana
Yulia
Cathie
Audrey
Nicole
Earle
Ecola
Edrington
Edwards
Edwards
Eitan
Eitelberg
Elkinson
Erby
V.P. Communications and Outreach
Management Analyst
Team Leader
Consultant
Senior Economist
Ms
Ms.
Intern
November 18 and 19, 2010
Department of the Treasury
Crosby Marketing
WFTR RESOURCE CENTER
University of Georgia
Grant Funding Center Foundation, Inc
State Farm Insurance and Financial Services
Abt Associates
Federal Reserve Bank of San Francisco
SSA
Society for Financial Education and
Professional Development, Inc.
Research and Evaluation
Society for Financial Education and
Professional Development, Inc.
The Sheridan Group
Social Security Administration
Cardiff Consulting
Office of Congressman Ruben Hinojosa
Operation Hope
North Carolina Council on Economic Education
ORDP/ORES
EBSA/DOL
Sun Life Financial
CFP Board
NFIB Research Foundation
personal finance
Save the Children
NCLR
NYSE Euronext
Certified Financial Planner Board of Standards,
Communications
Inc.
Financial Educaton
Dara Duguay International
Defined Contribution Plans
California State Teachers Retirement System
Pensions
Social Security Administration
Doug Dylla Consulting
Applied Research
Student loan debt management and default
National Council of Higher Education Loan Programs aversion
RAND
Policy
Social Security Administration
Communications
Social Security Administration
Marketing- Efficiency Management
Profit Marketing Communications
Education
Prime MInister's Office
Retirement Benefits
Segal
n/a
University of Maryland School of Social Work
Maryland CASH Campaign
Financial Education
3
Ronald Reagan Building and International Trade Center
Financial Literacy Research Consortium
Registration List
Andrew
Eschtruth
Associate Director for External Relations
CFL
Michele
Betsy
Joel
Karin
Matt
Richard
Jason
Elisabeth
Michael
Richard
Monique
Evans
Everly
Feinleib
Feldman
Fellowes
Ferlauto
Fichtner
Fidler
Finke
Finn
Fisher
Deputy Scientific Director, NIA
Lead Program Analyst
Staff Economist
benefits and social insurance policy specialist
CEO
Deputy Director, Policy
Senior Research Fellow
Associate Professor
Government Relations
Management Analyst
Timothy
Tracey
Anna
Kathleen
Thomas
Sharon
Flacke
Flaherty
Flores
Floyd
Foley
Fowler
Executive Director
SVP
Vice President, Consumer Affairs
Deputy Director Investor Education
Deputy Director
Executive Director
Joshua
Harrine
Scott
Dana
Franzel
Freeman
Frey
Frisillo
Vice President, Research
Owner
Deputy Commissioner
Legislative Analyst
Francois
William
Phil
John
Diane
Gadenne
Gale
Gambino
Gannon
Garnick
Chairman and Executive Director
Senior Fellow
Assistant Deputy Commissioner
Senior Vice President
,
Romi
Corey
Damiana
Shani
Julie
Rodney
Mayela
Lewis
Heidi
Joel
Mark
Debra
Garvey
Gella
Gibbons
Gibson
Gilbert
Gill
Gillette
Glinert
Goldberg
Goldberg
Goldenberg
Golding
Department head
Market Intelligence Analyst
Doctoral student
Program Manager
School-Based Financial Education Specialist
Extension Agent II
Management Analyst
Dr.
Aging/Medical Oncology
Office of Electronic Services
Social Security financing
retirement and health care benefits
Consumer Finance Expert
Investor Education and Advocacy
Tax, Social Security, Retirement Security
finance
Personal Financial Planning
Teaching Financial Education (TFE)
Budget
Financial literacy for lower-income / underserved
consumers and involving technology
Retirement
Consumer Education/Protection
SEC
World Institute on Disability
Financial Literacy Education
Government innovation, e-government, state and
local government management, public finance,
demographics, and public employee benefits and
compensation
Financial Literacy
Social Security
Legislation
Retirement Management, Retirement Income,
Investment Management, Software Development,
Artificial Intelligence
CFL
Social Security Administration
Financial Literacu and Education
Lifecycle Research
Retirement plans - product development and
management
Principal Financial Group
Education
Maryland CASH Campaign
Education
Debt mangement
Open Government
Linguistics
CPA, CFP
SSA, OGC Attorney
Deputy Director for Education and Outreach
PINCUS & GOLDBERG
Financial Literacy and Debt
ERISA, retirement and health benefit plans
November 18 and 19, 2010
4
Center for Financial Literacy at Boston College
National Institutes of Health, National Institute
on Aging
SSA
Social Security Advisory Board
afl-cio
HelloWallet
Securities and Exchange Commission
Mercatus Center
Texas Tech University
Teaching Financial Education (TFE)
Social Security Administration
Doorways to Dreams (D2D) Fund
Natixis Global Asset Management
American Express
Investor Education
Disability Inclusion
The LendingTree Foundation
Center for State and Local Government
Excellence
H.E. Freeman Enterprises
Social Security Administration
Social Security
RIIA
Brookings Institution
Communications
FINRA
Chicago Booth
Vanguard
Market and Competitive Intelligence
University of Wisconsin-Madison
Financial Literacy
PA Office of Financial Education
CES/CRED/UDC
Social Security Administration
Dartmouth College
National League of Cities
TAXES & FINANCIAL PLANNING
SSA
US Department of Labor
Ronald Reagan Building and International Trade Center
Financial Literacy Research Consortium
Registration List
William
Daniel
Steve
Kimberly
Susan
Courtney
Victoria
Bobbie
Tonya
Michelle
Mathew
Baunita
Todd
Tania
Goodwill
Goroff
Goss
Goulart
Grad
Grattan
Gray
Gray
Green
Greene
Greenwald
Greer
Groome
Gutsche
Editor/Publisher
Program Director
Chief Actuary
Senior Associate
Deputy Associate Commissioner
Research Fellow
Educator
Ms.
Director, Consumer Compliance and Outreach
Vice President
President
President
Mr
FLC Project Manager
Public Service Advertising
Behavioral Economics and Decision Theory
Social Security Administration
Retirement/Government Affairs
Social Security
The Coaliton for Debtor Eduation
Financial Literacy Education
Fin Ed
Consumer Protection
Head of Corporate Responsibility
Retirement
Financial Lecturer
Dalkeith Management Group
RAND
Betty
Habershon
DIRECTOR
Maureen L Hager
Board Member
Patti
Hamic-Christense Vice President
FINANCIAL LITERACY
Education
Community HousingWorks
Thomas
Serge
Ryan
Wendy
Sabrina
Melora
Aileen
Billy
Pamela
Harnisch
Harrison
Harvey
Haung
Hayes
Heavey
Heinberg
Hensley
Herd
Higher Education Policy
Management
Information Technology, Data Analytics
Westat
Michael
Pamela
Tomeka
Phillips
Lara
Richard
Deborah
Jody
Shelly
George
Herndon
Hess
Hill
Hinch
Hinz
Hinz
Hodes
Hoff
Hoffmann
Hofheimer
Sarah
Karen
Danielle
Kathryn
Robert
Revell
Dalmer
Holden
Holden
Holland
Holt
Holzmann
Horsey
Hoskins
Policy Analyst
Executive Officer
Hardy-Apfel IT Fellow
Ms.
Senior Manager, Communications
Dr.
Director of Education
Associate Professor
Communications Financial Literacy
Psychology
Research
Economic Security
Financial education for seniors, automatic features in
Manager, Financial Security
DC plans
Director of Retirement Research
Retirement Plans/Research
Senior Research Consultant
Pensions
Assistant Director, Gov Relations
Tax & Retirement
Program Manager
women and retirement
Adviser
Pensions
Consumer Affairs Specialist
Banking
Senior Manager
Education
Director
Public Policy, Compliance and Communication
Chief Research Officer
credit unions, consumer finance
retirement saving activity; DC accounts and IRAs;
Senior Director, Retirement and Investor Researchousehold surveys
Professor Emerita
economics/personal finance
Vice President
Communications & Research
Graduate student
CFL
Research Director
Public policy et al
President
On-linie PFM
November 18 and 19, 2010
5
Public Service Report
Alfred P. Sloan Foundation
Trust Funds
The Raben Group
Social Security Administration
Legal research
Student Achievement & Advocacy Services
FDIC
National Credit Union Administration
NYSE Euronext
Mathew Greenwald & Associates, Inc.
Wadsworth Steele, Inc.
Financial Services Consultancy
FLC
COMMUNITY FINANCIAL CENTER OF
PRINCE GEORGE'S COMMUNITY COLLEGE
Actuarial Foundation
Community Building
American Assn of State Colleges and
Universities
Social Security Administration
Social Security Administration
Statistics
RAND
American Institute of CPAs
RAND
National Endowment for Financial Education
University of Wisconsin-Madison
AARP
Aon Hewitt
Towers Watson
Financial Planning Association
WISER
The World Bank
FDIC
Federal Reserve Bank of San Francisco
General Motors
Filene Research Institute
Investment Company Institute
Univ. of Wisconsin-Madison
IRI
College of William & Mary
World Bank
HelloWallet
SSA
Ronald Reagan Building and International Trade Center
Financial Literacy Research Consortium
Registration List
Wes
Patricia
Angela
Song
Howard
Dan
Aleksia
Mark
Jan
Courtney
John
Ron
Elizabeth
Gary
David
Huffman
Humphlett
Hung
Hutchins
Iams
Iannicola, Jr.
Ilic
Iwry
Jacobson
James
Jankowski
Jauregui
Jennings
Jimenez
John
Director of Research and Communications
Public Affairs
Retirement Savings Coordinator
Retirement savings
Senior Economist
Financial Decision Making
President/CEO
Asian-American Homeownership Counseling, Inc.
Senior Research Advisor
Social Security
CEO
Financial Literacy
Project Manager
Community Services/Financial Literacy
Senior Advisor to the Secretary & DAS for RetiremHealth & Retirement issues
Senior Counsel, Retirement Policy
American Benefits Council
Ms.
Youth savings
Research Analyst
Social Security
CAS
Mortgage Industry
program associate
disability community
Senior Fellow
retirement security
Cathleen
Eric
Lynn
Joyce
Sharon
Margaret
Fred
David
Paivi
Melissa
Ricki
Arie
Niaz
Marsha
Jane
Punam
Timothy
Thomas
Nicola
Dana
Hall
Christine
Jonathan
Ray
Melissa
Johnson
Johnson
Johnson
Jolly
Jones
Jones
Jorgensen
Julian
Jukola
Kahn
Kaplan
Kapteyn
Karim
Katz
Katz
Keller
Kelley
Kelley
Kelly
Kelly
Kesmodel
Kieffer
King
Kirk
Knoll
Asst. Research Professor
Norman Eig Professor of Business
Economist
CEO
Vice President, Public Policy
Director, Division of Information Resources
Vice President
Director
Experimental Economics
Consumer Finance
Private Pensions
Financial Literacy
Publishing/Communications
Interactive Strategy
Personal Finance/Education
Vice President
Assistant Campaign Manager
Associate Director, Financial Literacy Center
government relations/retirement
Social Marketing
labor
Sara
Darya
Barbara
Kock
Kosmynina
Kritzer
Project Assistant
Deputy Director, YouthSave
Ms.
Public Affairs, Factors in Financial Decisions
Youth savings
international social security
Daniel
Irina
Kuehn
Kunovskaya
Research Associate
Dr
The Urban Institute
UGA
Board member
SSI/SSDI; disability
Director of Education Programs
Econ Ed
Professor
Marketing
Staff Director
Legislation/Congressional Affairs
Principal
Financial Education
Community Affairs Specialist
Community development and financal literacy
Regional Director
Training
Head of Business Development
Financial advice
Senior Director
investor education and protection
Health Scientist Administrator
cognitive psychology
Manager, Benefits Officers Training and Develop workplace financial education
Social Science Research Analyst
Behavioral Economics and Decision Making
November 18 and 19, 2010
6
Washington Partners, LLC
US Department of Labor/EBSA
RAND
Banking/Mortgage/Housing
Social Security Administration
The Financial Literacy Group
The Financial Services Roundtable
U.S. Department of Treasury
employee benefits/retirement
Save the Children
Social Security Administration
FDIC
national disability institute
Booz Allen
The Heritage Foundation
University of Arizona, Norton School of Family
and Consumer Sciences
Columbia University
Department of Labor
Joyce Jolly & Associates
Operation HOPE
Social Security Administration
Crosby Marketing Communications
DoD
Helsinki Unversity of Technology
MetLife
The Ad Council
RAND
Valmo Villages, Boston MA
Social Security Advisory Board
Federal Reserve Bank of NY
Tuck School
SSA
Teaching Financial Education (TFE)
Office of Thrift Supervision
Nelnet
HelloWallet
FINRA Investor Education Foundation
National Institute on Aging / NIH
US Office of Personnel Managment
Social Security Administration
Center for Financial Security, University of
Wisconsin - Madison
Save the Children
SSA
Youth policy, financial literacy, asset-building,
employment
Financial literacy
Ronald Reagan Building and International Trade Center
Financial Literacy Research Consortium
Registration List
Joanne
Kuster
Financial educator
Dynaminds Publishing
Office of the Attorney General, DC, Consumer
Eileen
La Fleur
Consumer Specialist
Finance
Protection Section
Marianna Lacanfora
Associate Deputy Commissioner
Policy
SSA
David
Laibson
Harvard College Professor
Economics
Harvard University
Alana
Landey
social science analyst
financial literacy of low-income
US Dept. of Health & Human Services
Susan
Lasley
Ms.
research, personal finance for disabled adults
Susan Lasley
Riaz
Latifullah
Senior Director
Financial Literacy On Line
AARP/LifeTuner
Gerald
Lauber
Senior Advisor
Thinking Foundation
Thinking/Education
Ellen
Lazar
Senior Advisor to the Chairman
FDIC
Consumer Policy; Community Development
Géraldine Le Roux
HelloWallet
Jongdoo
Lee
Professor
Finance
Bowie State University
Gretchen Lehman
Social Science Analyst
Asset Building
HHS/ASPE
Katie
Leiva
Consultant
self-employed
military, survivor benefits
Jump$tart Coalition for Personal Financial
Laura
Levine
Executive Director
Youth Financial Literacy
Literacy
Beth
LeVine
Community Impact Manager: Financial Stability United Way of the Greater Capital Region, Inc.
Financial Literacy & VITA program
Rob
Levy
Innovation Manager
financial capability and innovation for the underbankedCenter for Financial Services Innovation
Kerry
Lida
Social Science Research Analyst
Research and Evaluation
U.S. Department of Labor
Carl
Londe
CEO
Investment Advisor
ProManage LLC
Katherine Long
Miss
Financial Literacy for Youth
Financial Literacy Community Project
Gregory
Long
Executive Director
Federal Retirement Thrift Investment Board
Defined Contributions
Alejandra Lopez-Fernandini Research Analyst
emergency savings, financial education, CFPB
U.S. Department of Treasury
Charles
Lowery
Acting Director
military consumer financial services
Military Saves
Timothy (Ju Lu
Mr.
Financial planning
The Wharton School
Robin
Lumsdaine
Professor
Kogod School of Business, American University
Finance/Aging
Annamaria Lusardi
Director
Financial Literacy
Financial Literacy Center
Erzo
Luttmer
Associate Professor
Social Insurance
Dartmouth College
John
Lynch
Ted Anderson Professor
Psychology of Consumer Decision Making
Univ. of Colorado-Boulder
Becky
Macdicken
Workplace Financial Education Specialist
Workplace Fin Ed
PA Office of Financial Education
Sandy
Mackenzie
Senior Policy Advisor
Pensions
AARP
Brigitte
Madrian
Aetna Professor of Public Policy and Corporate MEconomics
Harvard University
Ashley
Mannes
Communication Coordinator
Communication
Women's Institute for a Secure Retirement
Kim
Manturuk
Research Associate
Consumer debt and credit products
Center for Community Capital
Phil
Martin
Assistant for Financial Education and Student AidFederal education policy
US Department of Education
Hector
Martinez
Policy Analyst
Policy
Social Security Administration
Monica
Martinez
Data Coordinator
Program Evaluation
Office of Financial Empowerment
David
Marzahl
President
Strategist - Economic Security Issues
Center for Economic Progress
Giovanni
Mastrobuoni
Assistant Professor
Collegio Carlo Alberto
Public Economics
Linda
Maxfield
Senior Advisor
Research
SSA
Morgan
Maxwell
Ms.
Social Security Administration
Pensions
Nick
Maynard
Director of Innovation
Financial Entertainment
Doorways to Dreams Fund (D2D)
Rafael
Mazer
Associate Microfinance Analyst
Consumer Protection in Microfinance
CGAP
Paul
Mcauliffe
Executive Director
Employee Benefits Management
Federal Reserve Employee Benefits System
Linda
Mccaw
Program Executive
electronic and open governement
SSA
Frederick Mccormick
Management/Program Analyst
Quality Review/Improvment
Social Security Administration
Ken
Mcdonnell
Director
Retirement
ASEC
Signe-Mary Mckernan
Senior Research Associate/Economist
Low-Income Finances / Consumer Protection
The Urban Institute
November 18 and 19, 2010
developing financial education materials
7
Ronald Reagan Building and International Trade Center
Financial Literacy Research Consortium
Registration List
Melissa
Mcnulty
Madeline
Medenica
Preeti
Stephan
Mehta
Meier
Betty
Sara
Pierre-Carl
John
Charles
Jennifer
Margaret
Olivia
Dionne
Meredith
Messina
Michaud
Migliaccio
Miller
Miller
Miller
Mitchell
Mitchell
Nicole
Luis
Scott
Melinda
Michael
Nan J.
Melanie
Gary
Montgomery
Montoya
Moriarty
Morrill
Morris
Morrison
Mortimer
Mottola
Stephanie
Florentina
Brian
Moulton
Mulaj
Mulford
Sendhil
Mullainathan
Alicia
Munnell
John
Murphy
Jeanne-Mar Murphy
Denise
Murray
Karen
Murrell
John
Nelson
Julie
Newell
Elsa
Noterman
Hannah
Nudell
Shaun
O'Brien
Ainsley
O'Connell
Neil
Ohlenkamp
Carol
O'Rourke
Mike
Orszag
John
Ortman
Deborah
Owens
RAND
Research Associate
CFL
Center for Financial Literacy at Boston College
Savings and Assets for Low to moderate income
Director of Evaluation
consumers
Doorways to Dreams Fund
Assistant Professor
Behavioral Economics
Columbia University
Financial and retirement education for consumers and International Foundation for Retirement
Director, Education & Research
professionals
Education
Public Information Specialist
Federal Reserve Board
Central banking, economic education
Prof.
economics
University of Quebec at Montreal & RAND
Director of Research
Retirement
MetLife Mature Market Institute
Communications Consultant
Financial Communications
Self
Education Services Coordinator
Financial Wellness
Local Government Federal Credit Union
Senior Economist
Financial Market Development
CGAP and World Bank
Professor
Financial Literacy
Wharton School
Grant Manager
Grants
Social Security Administration
College of William & Mary, Mason School of
Assistant Professor
CFL
Business
Financial Literacy Counselor
Housing Opportunities Commission of MC
Budget & Credit Counseling
CEO/Co-Founder
Thwakk
3D Financial Simulation
Assistant Professor
Labor Economics
North Carolina State University
Chief Executive Officer
Disability and Economic Empowerment
Burton Blatt Institute
President & CEO
Financial Literacy
Council for Economic Education
Executive Director
Stock Market Game Program
SIFMA Foundation
Associate Director
FINRA
Research
Financial education and counseling, particularly for
Assistant Professor
low and moderate income homebuyers
John Glenn School of Public Affairs, OSU
Consultant
Monitoring & Evaluation
World Bank
Individual Investor Advocate
Investor Education
U.S. Securities and Exchange Commission
Behavioral economics, Development
Professor of Economics at Harvard, Director of id Harvard University, Ideas42
economics, Corporate finance
Director
social science researcher
President
Community Development Specialist
Principal
PhD Student
CFL
Mental health
financial services
Financial Literacy
Financial Capability/Asset Building
Retirement Education
Communications and Research Associate
Education Policy Analyst
Sr. Vice President
Director of Strategy & Partnerships
Project Manager
Executive Director
Head of Global Research Services
Editor in Chief, EBA Magazine
CEO and Author
The Aspen Institute Community Strategies Group
Economic and Financial Education
Retirement Security
entrepreneurship education
SSA Claims Process
The Coalition fo Debtor Education
Pensions, Life Insurance
SourceMedia, Inc.
Financial Literacy
November 18 and 19, 2010
8
Center for Financial Literacy at Boston College
Social Security Administration
Murphy & Associates
Office of the Comptroller of the Currency
Higher Heights Consulting and Training
U of Wisconsin - Madison
RAND
Contextual Financial Education
Federal Reserve Bank of NY
AARP
Network for Teaching Entrepreneurship
SSA
Financial Literacy
Towers Watson
Employee benefits
Owens Media Group
Ronald Reagan Building and International Trade Center
Financial Literacy Research Consortium
Registration List
Cynthia
Lance
Dominique
Chris
Amar
Susan
Pagliaro
Palmer
Palumbo
Pape
Parikh
Parish
Jonas
Parker
Payal
Pathak
Martha PriddPatterson
Camila
Pawlowski
Valeria
Perotti
John
Phillips
Joseph
Piacentini
Ramien
Pierre
Filipe
Pinto
Matt
Pippin
Stephen
Poppel
AdinarayanaPotukanuma
Carter
Powers
Holly
Pressman
Jaime
Preussler
Patrick
Purcell
Daniel
Puskin
Louisa
Quittman
Louisa
Quittman
Ida
Rademacher
Ed
Rager
David
Rajnes
Gene
Ransom
Helene
Raynaud
Nancy
Register
Luke
Reynolds
Gwendolyn Reynolds
Susan
Reynolds
Kim
Rheinlander
Elmer
Rich
Kristin
Richards
Chelsea
Riedel
Grant
Ritter
Stuart
Ritter
Mark
Robinson
Josephine Robinson
Sr. Research Analyst
Assistant Professor
Communications Specialist
Web designer
Director, Corporate Affairs
Director, Lurie Institute for Disability
Vanguard
University of Georgia
Employee benefits
Genuine Interactive
Ariel Investments, LLC
Brandeis University
Director of Programs
Program Associate
Ms.
recent college graduate
Dr
Director
Director of Policy and Research
Project Manager
CEO & Founder
Financial Opportunities Specialist
Ph.D., CFA
DIRECTOR
Retirement
Financial Education / VITA
General Mills
CFL
Retirement & Financial Literacy
Disability
Financial literacy & education: research, practice, and
policy
Savings/ asset building
Employer Provided Retirement Benefits
liberal arts
Economics
Economics
USDOL, EBSA
UNCF Special Programs Corporation
Olexe
Financial Literacy and Access
financial literacy, education
ADULT EDUCATION
CFL
Center for Financial Literacy at Boston College
Barbara
Jessie
Robles
Rock
The Financial Literacy Group
New America Foundation
Self
University of New Hampshire
The World Bank
Social Security Administration
Pension and health Benefits
HBCU personal finance education
True knowledge Quantifcation
Department of the Treasury
CSS
S.V.University
ideas42
CEO
Financial Literacy & Education
FinanciaLiteracy.comLLC
Student
Health Services Research, Policy and Administration University of Minnesota
Economist
Social Security Administration
Pensions and Retirement Saving
Economist
Employee Benefits
Department of Labor
Director, Community Programs
LMI populations
US Department of the Treasury
Director, Community Programs
Financial Access
US Department of the Treasury
Vice President for Policy and Research
asset-building, financial inclusion
CFED
President
Business Synergies
Consulting
Social Science Research Analyst
pensions
US Social Security Administration
Mr.
Construction Estimator
GSA
VP, National Grants
Housing, Financial Education
NFCC
Associate Director
saving, social marketing, nonprofit management
Consumer Federation of America
Chief, Outreach and Program Development
Unbanked/basic fin. ed.
FDIC
Project Manager
Behavioral Economics
National Bureau of Economic Research
President/CEO
Affordable Housing
Community HousingWorks
Director, The Center for Mathematics and QuantitEducation
Dartmouth College
CEO
Financial Services Marketing
Rich and Co.
Doctoral Student
Wealth Development
Florida State University
Consultant
.
The Financial Literacy Group
Sr. Marketing Specialist
Analytics & Campaign Mgmt.
MassMutual Financial Group
Financial Planner
T. Rowe Price Associates, Inc.
Financial Planning
Corporate Sponsorship Manager
Financial Services
T. Rowe Price
Vice President, Income
United Way Worldwide
Non-Profit
Board of Governors of the Federal Reserve
Senior Research Liaison
Community Development, Financial Inclusion
System
PhD Candidate
Emerging Adulthood, Immigration
Fordham University
Peter
Roden
Associate Director of Web Development
November 18 and 19, 2010
9
Ronald Reagan Building and International Trade Center
Financial Literacy Research Consortium
Registration List
Sue
David
Justin
Jena
Mary
Rogan
Rogofsky
Ronca
Roscoe
Rosenkrans
Senior Consultant
Program Official
Mr.
Senior Vice President, GRPP
Director
Financial Education
Financial Literacy Research
Statistics
Financial Services
State Government Policy for Financial Education
Rebecca
Tom
Kalman
David
John
Irene
Dallas
Rebecca
Andrew
Mark
Rouse
Ruggieri
Rupp
Rust
Sabelhaus
Saccoccio
Salisbury
Sander
Sandoe
Sarney
Project Coordinator
EAP Director
Economist
Deputy Commissioner
Senior Economist
National Public Affairs Specialist
president
Director of Research
Marine Corps intelligence officer
Director, Office of Policy Analysis
Innovations for Poverty Action
EAP Services
OASDI, SSI, disability, retirement
Policy
Retirement
Social Security benefits
financial and health security
Social Work Community Outreach Service
equities / derivitives trading
Social Security/Retirement
Steven
Shelley
Anya
Stacy
Sylvester
Debra
Maximilian
Lourdes
Lisa
Antoinette
Lori
Daniel
Wendell
Ellen
Jason
Melinda
Jean
Letty
Milton
Kerry
Mimi
Brinn
David
Mark
Margaret
Sass
Saunders
Savikhin
Schaus
Schieber
Schiff
Schmeiser
Schmidt
Schneider
Schoar
Schock
Schrass
Sebastian
Seidman
Seligman
Semadeni
Setzfand
Shapiro
Sharp
Shaw
Sheng
Shjegstad
Shoffner
Shroder
Simms
Program Director
Director, Awareness & Outreach
Postdoctoral Scholar
Sr. Vice President, DC Practice Leader
CFL
U.S. Department of Education
Experimental Economics
DC
Retirement/pensions
Event Planning
Consumer Finance
Senior Associate
Retirement Research
professor
finance
Director
Investor Education
Associate Economist
Retirement and Investor Research
EXECUTIVE DIRECTOR
NATIONAL CREDIT UNION FOUNDATION
Executive Vice President
Mission and Strategy
Assistant Professor
John Glenn School of Public Affairs
Director of Media Relations
Private Pension/Retirement System
Director, Financial Security
Financial Education - Older Adults
Community Developoment Expert
Community Development
Sr. Homeownership Specialist
Asset Building
Researcher
The Beth Kobliner Company
Ms.
Financial literacy for youth
Asst. Research Analyst
The Principal Financial Group
Social Science Research Analyst
Social Security Solvency Proposals
Assoc. Deputy Assist Secty for Research, Evalua Housing Program Research and Evaluation
Institute Fellow
Asset preferences, minority populations
Jonas
Don
Tom
Irene
Joshua
Singer
Singewald
Sirois
Skricki
Sledge
Executive Director
Deputy Assoc. Commissioner
Owner/Proprietor
Senior Associate
Innovation Analyst
Mrs.
Assistant Professor
November 18 and 19, 2010
Center for Financial Literacy at Boston College
Federal Financial Aid
The University of Chicago
PIMCO
Financial Education and Implemenation
Social Security policy and service quality
Berkshire Hills Financial
asset building
Underbanked Financial Services
10
MD CASH Campaign
SSA
Social Security Administration
Operation HOPE, Inc.
PA Office of Financial Education
Retail Finance and Behavioral Economics
Research
University of Maryland
Social Security Administration
SSA
ICI/UMD
Social Security Administration
EBRI
Financial Social Work, applied research,
formally Morgan Stanley / UBS
Social Security Administration
J Street Group, LLC
University of Wisconsin-Madison
Department of the Treasury
Mathew Greenwald & Associates
MIT
SEC
Investment Company Institute
FINANCIAL SERVICES
ShoreBank Corporation
The Ohio State University
ASPPA
AARP
OCC
NeighborWorks America
personal finance
Financial Literacy Community Project
Marketing
Social Security Administration
HUD-PD&R
The Urban Institute
Bank on DC / Community Financial Education
Foundation
Social Security Administration
Financial Literacy
Annie E. Casey Foundation
Center for Financial Services Innovation
Ronald Reagan Building and International Trade Center
Financial Literacy Research Consortium
Registration List
Barbara
Cindy
Smith
Soo
Economist
Ms
Jude
Jonathan
Bonnie
Zina
Susannah
Ronald
Michael
Linda
Alexander
Eileen
Christine
Aviva
Mary
Daniel
Soundararajan
Spader
Speedy
Spezakis
Staats
Staller
Staten
Stern
Strand
Streu
Strifler
Sufian
Sullivan
Sweeney
Lisa
Szykman
Bob
Piyush
Gary
Jack
Zach
Lateefah
Kate
David
Rusty
Jack
Michael
Kelly
Tahler
Tantia
Tapp
Tatom
Teutsch
Thompson
Thornton
Timmons
Toler
Towarnicky
Townsend
Tribble Spencer
Nicole
Truog
Financial education/Social Security
Social Security Administration
Economics
The Wharton School
Technology Law, CyberSecurity, Social Media,
Information Specialist
Knowledge Management
Social Security Administration
Dr.
Financial education, Federal policy
Abt Associates Inc
AARP Tax-Aide Nat'l Dir/VP
Tax and Financial Programs
AARP Foundation
CEO
Investment Advice
Tonka Beans Inc.
Business Strategy Director
Consumer Credit Counseling Service of Delaware Vall Credit Counseling
Teacher
Business
Atlantic County Schools
Professor
Consumer Financial Behavior
Univ. of Arizona
Senior Personal Finance Correspondent
Personal Finance
Thomson Reuters
Economist
Retirement, Disablity
Social Security Administration
Executive Director
non-profit, education
The Actuarial Foundation
RAND
Associate Commissioner
Communications
Social Security Administration
Economist
Consumer Protection
Federal Trade Commission
Community Devlopment Financial Education AdmFinancial Literacy
M&I Bank
College of William & Mary, Mason School of
Associate Professor
CFL
Business
NATIONAL FOUNDATION FOR CREDIT
SENIOR DIRECTOR
PARTNERSHIPS
COUNSELING
Research Director - Financial Design
Consumer Finance/Private Sector
ideas42
Director, Economic Education,
Secondary Education
Federal Reserve Bank of Atlanta
Director of Research
Financial Markets and Economic Policy
Networks Financial Institute
Director, Investor Education Project
Needs of Union members
AFL-CIO/National Labor College
Public Affairs Specialist
Public Relations/Organizational Communication
Bureau of the Public Debt
Staff Director
disability
Social Security Advisory Board
Management Analyst
n/a
Social Security Administration
Director , Communications Measurement and EvaCommuncations Research
Social Security Adminstration
Consultant
Corporate Benefits
Self-employed
Vice President
Financial Literacy and Government Policy
Charles Schwab & Co., Inc.
Analyst
Retirement and Disbability Policy
Social Security Administration
University of Wisconsin-Madison, Center for
Associate Director, Center for Financial Security Public Policy/Administration
Financial Security
Marina
Peter
Jennifer
Liz
Karen
Allie
Lois
Jerry
Wiliam
Stacey
Dorothy
Geoffrey
Karen
Tsiknis
Tufano
Turnham
Varley
Vaughn
Vered
Vitt
Wagner
Waldie
Walker
Wallace
Wallace
Walsh
Associate Director of Operations and Research ACFL
Professor`
Finance
Senior Associate
Housing and Asset Building
Vice President
Retirement Policy
Project Management Leader
Retirement project management
Director of Education and Public Awareness
ClearPoint Credit Counseling Solutions
Founding Director
Research
Professor
Financial Planning Software
SVP
Annuity Products and Financial Education
Director
Credit Unions
Professor
Mathematics, Math education
Associate Professor
Ms.
public policy, financial shocks
November 18 and 19, 2010
11
Center for Financial Literacy at Boston College
Harvard Business School
Abt Associates Inc.
New York Life
Federal Retirement Thrift Investment Board
Financial Education
Institute for Socio-Financial Studies
Bellevue University
Transamerica Capital Management
XCEL FCU
Dartmouth College
University of Wisconsin - Madison
UW Center for Financial Security
Ronald Reagan Building and International Trade Center
Financial Literacy Research Consortium
Registration List
William
Walstad
Professor
Kurt
Julie
Stacie
Carolyn
Mark
Wendy
David
Bas
Walten
Wang
Wang
Warren
Warshawsky
Way
Weaver
Weerman
Senior Vice President
Manager, Financial Mainstream Program
economics
Research on the benefits of REITs to diversified
retirement plan investment portfolios
Program Development/Management
Program Manager
Director Retirement Research
Professor
Deputy Associate Commissioner
Financial Literacy
Towers Watson
Educational Leadership and Policy Analysis
Economics
Maribeth
Welch
CSO
Sommer
Stephen
Steve
Bert
Susan
Barry
Nancy
Renee
Jackie
Bob
Robert
Stephanie
Welling
Wendel
Wendel
White
Wicks-Simmons
Wides
Wilberg Ricks
Wilder
Wilks-Weathers
Williams
Willis
Wilshusen
Information Program Manager
VP of Research
Madlyn
Priscilla
Larry A.
Anne
Joanne
Jean
Lauren
Laura
Jason
Sisi
Tao
Wohlman-Rodrigu Program Officer
Wolfe
Director of Education
Wood
Senior Instructor
Yeoman
President
Yoong
Associate Economist
Young
Young
Personal finance editor
Zakaras
Zavala
President
Zhang
Research Associate / Economist
Zhang
Reporter
Wendy
Zielen
Jonathan
Bernie
Zinman
Wilson
Rev Dr.
Technical Advisor
Deputy Comptroller for Community Affairs
Policy Analyst
Director, Research and Strategic Planning
Executive Director
Senior Advisor, Ticket to Work program
Professor of Economics
Industry Specialist
Associate Professor
November 18 and 19, 2010
University of Nebraska-Lincoln
National Association of Real Estate Investment
Trusts
William J. Clinton Foundation
Senator Akaka
U.S. Department of Education
Retirement Research
University of Wisconsin-Madison
Social Security Administration
RAND
Strategic Planning, Program & School Development,
Resource Development
ASPIRA Illinois
General Services Administration, Federal
Government information and publication distribution Citizen Information Center
Financial Simulation Modeling
HelloWallet
HelloWallet
Clergy Finanical Literacy
United Methodist Church
Retirement, Agency Planning
Social Security Administration
Banking regulator
Office of the Comptroller of the Currency
Asset-Building for Low-Income Families
NCLR
DC retirement plan administration
Federal Retirement Thrift Investment Board
Asset Building for PWD
Center for Financial Independence
Disability Employment Policy
Social Security Administration
Economics
University of Michigan and Stanford University
Consumer Credit
Federal Reserve Bank of Philadelphia
US Department of Housing and Urban
Community Economic Development
Development
Networks Financial Institute
Financial Literacy- children
Haskayne School of Business
Financial Planning
Context
asset building
RAND
Financial literacy
VANGUARD
retirement, benefits
Thomson Reuters
Financial Literacy Center
Mortgage and consumer finance education
MitiGate, Inc.
Financial Literacy, Asset Building
Urban Institute
Caixin media
financial reporting
International Foundation for Retirement
Research and Education
CFL
Department of Economics, Dartmouth College
D2D
12
Ronald Reagan Building and International Trade Center