About CFP Board
Leadership & Staff
Everyone at CFP Board works tirelessly to uphold CFP® certification as the standard for financial planning. Meet the people responsible for setting the course.
Directors and managers
College & University Relations
Philip Dawson, MBA
Director, College and University Relations
Melissa Murphy
Manager, College and University Relations
Corporate Relations
Daniela Belloli, CFP®
Account Director, Corporate Relations
Michael Donnelly, CFP®
Account Director, Corporate Relations
Nicholas Tarsa
Senior Manager, Firm Programs
Diversity & Inclusion
Dawn Harris, MBA
Director, Diversity & Inclusion
Fundraising & Development
Peter Borgstrom
Manager, Development Operations
Joshua Sandler
Manager, Stewardship and Engagement
Project Management
Eddy Demirovic, MBA, PMP
Director, Project Management
Workforce
Emily Dean
Manager, Talent Pipeline
Kasey Kobs
Senior Manager, Student Engagement
Events & Meetings
Morgan Bowles
Manager, Meetings
Research
Sebastian Belloni
Manager, Research and Analysis
Finance
Christine Rizk, CPA, MBA
Director, Finance
Caren J. Mintz, CPA
Manager, Accounting
information technology
Thomas Bell
Director, IT
Zach Gelnett, M.S., MCSE
Manager, Data and Analytics
Kate Evans Pollin
Senior Business Systems Analyst, Information Technology
Human Resources
Meg Riley-Jamison, SHRM-SCP
Director, Human Resources
Olivia Carter
Manager, Human Resources
Professional Practice
Ibi Layi-Ojo, M.S., ICE-CCP, SPHR, SHRM-SCP
Director, Examinations
Kia Reid, M.A.
Director, Continuing Education
Eric Nepomuceno
Senior Manager, Examinations Program
Contact Center
Rodney C. Brown
Manager, Contact Center
Professional Standards & Legal
Jonathan Black II
Assistant General Counsel
Sara Cortes
Assistant General Counsel
Enforcement
Erik N. Frias, JD
Director, Detection
Adam R. Zajac, JD, LL.M.
Director, Investigations and Counsel to Head of Enforcement
Andrew Friedman
Senior Enforcement Counsel
Matt Foster, JD
Enforcement Counsel
Lane Thurgood, JD, CRCP®
Enforcement Counsel
Joel Vengrin, JD
Enforcement Counsel
Marketing & Communications
Joseph Feese
Director, Public Relations
Cheryl Haas
Director, Marketing
Lynn McNutt
Director, Executive Communications
Tim Stifel, M.A.
Director, Stakeholder Communications
Mary Ellen Dingley
Manager, Communications
JulieAnne Fried
Manager, Web Communications
Elizabeth Vasilogambros
Manager, Social Media
Amanda Zapata
Senior Manager, Acquisition Marketing
Pro Bono
Moley Evans, M.Ed.
Manager, Pro Bono