Industry Leaders

Finance

Bobby L. Burns, MBA, EA, RIA

Occupation: Financial Adviser Company: TransTax Associates/CPR Investments Born: Pickens, South Carolina Education: MBA in Finance and Financial Management Services, Keller Graduate School of Management, DeVry

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Sandra Williams

Occupation: NA Treasury Trade Desk Support Company: BMO Born: Harlem, New York Education: AAS in Finance and Banking, Borough of Manhattan Community College, City University

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Arnold J. Moses

Occupation: Senior Cost Accountant Company: Denison Pharmaceuticals Born: Providence, Rhode Island Education: MBA in Finance, University of Rhode Island (1989) BS, University of Rhode Island

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Phil Kolb

Occupation: Managing Director Company: Rockefeller Capital Management Born: Brooklyn, New York Education: Bachelor’s Degree in Business Administration and Management, St. John’s University (1988) Certifications: Security

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Sandra Javelly

Occupation: Financial Adviser Company: PNC Investments Born: Mexico Education: BS in Financial Management Services, Tecnologico de Monterrey (2005) Certifications: Certified Financial Adviser; Certified Broker and

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Thomas E. Fletcher, CFA

Occupation: Managing Director of Overlay Services Company: Russell Investments Born: Omaha, Nebraska Education: MBA in Finance, The University of Texas at Austin McCombs School of

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William White

Occupation: Head of Underwriting Company: Instafunding Born: The Bronx, New York Education: Bachelor’s Degree in Accounting, Monroe College (2010) Associate Degree in Accounting, Interboro Institute

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Brieanna Kelley

Occupation: Vice President, Branch Manager, and Mortgage Banker Company: Total Mortgage Services, LLC Born: Leominster, Massachusetts Education: Associate’s Degree Career: Branch Manager, Total Mortgage Services,

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Laurie Cooperman Rosen

Occupation: 1) Chief Financial Officer; 2) Day Trader Company: 1) Rent-A-CFO; 2) Bank of America Corporation Born: Philadelphia, Pennsylvania Education: MBA in Finance, Operations Management,

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Edwin S. W. Young

Occupation: Adjunct Professor Company: University of Hawaii Born: Honolulu, Hawaii Education: MS, Information Systems Analysis, University of Southern California (1983) MBA, Finance, University of Utah

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Thelma Canoy Pacson, CPA

Occupation: Accounts Payable Manager Company: Max Mara, U.S.A., Inc. Born: Catanduanes, The Philippines Education: Bachelor’s Degree in Commerce, Major in Accountancy, De La Salle University

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Minh Tan Tran

Occupation: Cash Manager Company: Starr International Company, Inc. Born: Vietnam Education: BS in Finance and International Business, Drexel University LeBow College of Business (2005) Pursuing

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Linear C. Cherry III

Occupation: Accountant Company: Cherry’s Accounting & Tax Services Born: Upper Marlboro, Maryland Education: MA in Business Administration and Management, Bowie State University (1997) BS in

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John Edward Seward Jr.

Occupation: Chairman, and Chief Executive Officer Company: Business Risk Services, Inc. Born: Kirksville, Missouri Education: BS in Finance, St. Joseph’s College (1968) BS in Accounting,

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Ijeh Isimeme Ogbechie

Occupation: Senior Investment DirectorCompany: Cambridge Associates LLC Education:MBA in Finance, Social Responsibility and Entrepreneurship, Berkeley Haas (2018)BA in Economics, UC Davis (2007) Career:Senior Investment Director,

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Pradeep Kumar Berry, CA, MBA, BCom

Occupation: President of Crisis Management; Financial Company Executive Born: New Dehli, India, July 14, 1946 Education: MBA in Accounting and Business/Management, Kellogg Graduate School of Management,

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Michael A.M. Keehner

Occupation: Investment Banking Executive Born: Cedar Rapids, Iowa, November 15, 1943 Education: MBA, Harvard University, Cambridge, MA, High Distinction (1971) BS in Nuclear Physics, Massachusetts Institute of

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Michael Blakney, CPA, CMA

Occupation: Senior Level Finance Manager Born: Windsor, Ontario, Canada Education: Bachelor’s in Commerce, Accounting and Finance, University of Windsor (1995)

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Alfonso G. Finocchiaro, PhD

Occupation: Bank Executive Born: Catania, Italy, August 20, 1932 Education: MBA in International Finance, Pace University, New York City, NY (1967) Doctor in Political Science,

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Ferol W. Hettick

Occupation: Senior Vice President; Director of Compliance Education: EdB, Illinois State University, Normal, IL (1972) Diploma, ABA Compliance and Graduate Compliance Schools (1985-1986) Certifications: Certified Regulatory

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John Rosser Washburn

Occupation: Entrepreneur Born: Hopewell, Virginia, July 24, 1943 Education: Coursework, Stanford University (1986-1987) Coursework, Williams College (1985) Coursework, University of Richmond Extension (1967-1969) Coursework, Louisburg

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