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Page 1 of 3 Revised 050112
ACADEMY OF FINANCE
EXECUTIVE BOARD/STAKEHOLDERS LIST 2011-2012
NAME TITLE COMPANY/SCHOOL ADDRESS PHONE FAX EMAIL
Adam Blaire, CPA CEO Internet Financial Education
2655 LeJeune Road Coral Gables, FL 33134
786-271-1133 305-441-7121 [email protected]
Sherif Balogun CFO Internet Financial Education
2655 LeJeune Road, Coral Gables, FL 33134
305-801-5189 305-441-7121 [email protected]
Chris Bermejo Financial Representative
New England Financial Metlife
9150 S. Dadeland Blvd, Suite 1600 Miami, FL 33156
305-929-5329 305 528-0499
305-929-5397 [email protected]
Donald Brown President Brown & Associates 6675 SW 90th Court Miami, FL 33173
305-273-7673 305-273-7639 [email protected]
Scott Byrd Vice President EverBank 20 Giralda Avenue Coral Gables, FL 33134
786-413-1044 [email protected]
Henri Cepero Instructional Supervisor M-DCPS 1100 NW 71st Street Miami, FL 33150
305-836-0991 [email protected]
Giselle Cheminand President & CEO GCI Worldwide Corp. 401 E. Las Olas Boulevard, Suite 1400 Ft. Lauderdale, FL 33301
954-522-4410 954-315-4691 [email protected]
Lillian Cosio Financial Services Professional
New York Life 3750 NW 87th Avenue, #500 Miami, FL 33178
786-306-3884 (c) 786-275-1334 [email protected] [email protected]
John Curran CFP First Investors 3450 Lakeside Drive, #340 Miramar, FL 33027
954-628-4100 954-628-4111 [email protected]
Fred Eisenberg CFO Citibank 8750 Doral Boulevard Miami, FL 33178
305-599-5405 305-559-5539 [email protected]
Kevin Escott Chief Compliance Officer
Espirito Santo Bank 1395 Brickell Avenue, 4th Floor Miami, FL 33131
305-347-8409 (o) 786-218-4507 (c)
305-372-7153 [email protected]
Teresa Foxx
Director and General Manager
Barclays Capital 1111 Brickell Avenue, 12th Floor Miami, FL 33131
305-982-441 305-982-4423 [email protected]
Raul Freyre Vice President & District Manager
Wells Fargo Bank, N.A. 786-877-9341 (o) 786-877-9341 (c)
Brett Friedman Partner McGladrey & Pullen LLP & President, ALPFA Miami
Page 2 of 3 Revised 050112
ACADEMY OF FINANCE
EXECUTIVE BOARD/STAKEHOLDERS LIST 2011-2012
NAME TITLE COMPANY/SCHOOL ADDRESS PHONE FAX EMAIL
Jane Gilbert Community Affairs Officer – South Florida
Wells Fargo SRG 333 Avenue of the Americas, 38th Floor Miami, FL 33131
305-523-2535 305-523-2540 [email protected]
Soley Gonzalez Community Relations South FL Educational FCU
7800 SW 117th Avenue Miami, FL 33183
305-270-6696 305-270-6687 [email protected]
Gloria Guzman Economics and Financial Education Specialist
Federal Reserve Bank of Atlanta-Miami Branch
9100 NW 36th Street, Miami, FL 33178
305-471-6463 305-471-6240 [email protected]
Hiram Hernandez Financial Services Professional
New York Life 3750 NW 87th Avenue, Suite 500 Miami, FL 33178
786-275-1340 786-275-1334 [email protected]
Sonia Jacobson Executive Director Suited for Success 2650 SW 27th Ave #302 Miami, FL 33133
305-444-1944 [email protected]
Beverly Kirton-Smith VP/CRA Manager Suntrust Bank, Miami 501 East Las Olas Boulevard, 3rd Floor Ft. Lauderdale, FL 33301
954-765-7641 954 765 7490 [email protected]
Connie Laguna Past Chair
Executive Director Center for Financial Training
245 NE 4th Street, Room 3704-10 Miami, FL 33132
305-237-3051 305-237-7587 [email protected]
Chris Likam Compliance Manager Espirito Santo Bank 1395 Brickell Avenue, 4th Floor Miami, FL 33131
305-347-8425 305-372-7153 [email protected]
William McAuliff Executive Director MECA 1501 NE Second Avenue, Suite 237 Miami, FL 33132
305-995-1922 305-995-7290 [email protected]
Rodrigo Melendez
Partner KPMG 200 S. Biscayne Blvd, Suite 2000 Miami, FL 33131
305-913-2609 305-946-0992 [email protected]
Lloyd Mitchell Chair, Business Dept. St. Thomas University 16400 NW 32nd Avenue Miami, FL 33054
305-628-6622 305 628-6504 [email protected]
Yesenia Mohar HR Assistant Ocean Bank 780 NW 42nd Avenue, Suite 427 Miami, FL 33126
305-569-5042 305-446-3192 [email protected]
Martin Prego Vice President Espirito Santo Bank 1395 Brickell Avenue, 4th Floor Miami, FL 33131
305-358-7368 305-374-4678 [email protected]
Alina Puentes Relationship Manager EF Education First 3237 Garfield Street Hollywood, FL 33021
786-266-4494 [email protected]
Page 3 of 3 Revised 050112
ACADEMY OF FINANCE
EXECUTIVE BOARD/STAKEHOLDERS LIST 2011-2012
NAME TITLE COMPANY/SCHOOL ADDRESS PHONE FAX EMAIL
Michael Raley CEO Baptist South Florida Federal Credit Union
7315 SW 87th Avenue, #300 Miami, FL 33173
305-412-9914 [email protected]
Christopher Rogers Professor, School of Business
MDC Kendall Campus 11011 SW 104th Street Miami, FL 33176
305-237-2469 305-237-2635 [email protected]
Scott Segal Owner Scott D Segal Law 335 S. Biscayne Boulevard, Suite #3405 Miami, FL 33131
305-374-6240 305-374-6394 ssegal@myHRattorney>com
Jose Soto Public Affairs Rep. State Farm Insurance Co.
10451 NW 117th Avenue, Suite #300 Medley, FL 33178
786-394-9688 305-458-3935
786-394-9699 [email protected]
Erik Sussman Chair
Managing Partner John Hancock 1101 Brickell Avenue North Tower, 16th Floor Miami, FL 33131
305-579-4000 305-978-8107 (c)
Steve Webb Vice President of Communications and Public Relations
South FL Educational FCU
7800 SW 117th Avenue Miami, FL 33183
305-270-6681 [email protected]
Barbara Weiss Director, Educator Relations
Johnson & Wales 1701 NE 127th Street North Miami, FL 33181
305-216-2704 [email protected]
Daniel Zamora Graduate Student Florida International University, ALPFA
9902 NW 29th Street Miami, FL 33172
305-934-2808 (c) [email protected]
