Contact Us at SOA

Customer Service

The SOA Customer Service Center is available to assist you Monday through Friday, 8 a.m. to 5 p.m. CDT. Please call 888.697.3900. You can also e–mail the Customer Service Center.

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Main Office
475 North Martingale Rd., Suite 600
Schaumburg, Illinois 60173
ph: 847.706.3500
f: 847.706.3599

Department Directories

	Staff Leadership (Learn More)
Greg Heidrich Executive Director ph: 847.706.3510		Stacy Lin Deputy Executive Director & Chief Financial Officer ph: 847.706.3550
Richard Veys General Counsel ph: 847.706.3524		Mike Boot Managing Director of Actuarial Marketplace Solutions ph: 847.706.3536
Patrick Gould Managing Director of Marketing & Communications ph: 847.706.3615		Ken Guthrie Managing Director of Education ph: 847.706.3543
Bruce Iverson Managing Director of Actuarial Research ph: 847.706.3570		Margaret Ann Jordan Managing Director for Strategy & Technology ph: 847.706.3520
Lorri Rosenfeldt Managing Director of Professional Development ph: 847.706.3576		Emily Kessler Senior Staff Fellow, Intellectual Capital ph: 847.706.3530
Sheree Baker Director of Governance ph: 847.706.3565		Tiffany Berger Director of Finance & Facilities ph: 847.706.3620
Jane Chlapaty Director of Project Management ph: 847.706.3646		Lisamarie Lukas Director of Communications ph: 847.706.3566
Antoinette R. Murril Director of Human Resources ph: 847.706.3569		Cheri Howe Executive/Finance Assistant ph: 847.706.3518
Cathy Powers Executive Administrative Assistant ph: 847.706.3568

	Actuarial Marketplace Solutions Team (Learn More)
Michael Boot Managing Director of Actuarial Marketplace Solutions ph: 847.706.3536		Meg Weber Director of Section Services ph: 847.706.3585
Andrew Peterson Staff Fellow, Retirement Systems ph: 847.706.3591		Sara Teppema Staff Fellow, Health ph: 847.706.3511
Robert Wolf Staff Fellow, Risk Management ph: 847.706.3560		James Miles Consulting Staff Fellow, ILA Solutions ph: 847.706.3595
Susan Martz Project Support Specialist ph: 847.706.3558		Christy Cook Lead Section Specialist ph: 847.706.3665
Jill Leprich Project Support Specialist ph: 847.706.3645		Susan Lamczyk AMS Administrative Assistant ph: 847.706.3598

	Actuarial Research Team (Learn More)
Bruce Iverson Managing Director of Actuarial Research ph: 847.706.3570		Jack Luff Experience Studies Actuary ph: 847.706.3571
Steve Siegel Research Actuary ph: 847.706.3578		Ronora Stryker Research Actuary ph: 847.706.3614
Korrel Rosenberg Research Administrator ph: 847.706.3567		Jan Schuh Research Administrator ph: 847.706.3556
Erika Schulty Academic Research Assistant ph: 847.706.3519		Barbara Scott Research Administrator ph: 847.706.3592

	Customer Service Team (Learn More)
Laura Kibiloski Customer Service Manager ph: 847.273.8801		Lois Caracci Customer Service Representative ph: 847.706.3533
Adrienne Cousineau Customer Service Representative ph: 847.273.8802		Linda Goritz Customer Service Representative ph: 847.706.3552
Beverly Haynes Customer Service Representative ph: 847.706.3526		Kathy Husak Customer Service Representative ph: 847.273.8804
Tricia Novielli Customer Service Representative ph: 847.273.8803		Dorothy Pedroza Customer Service–Membership Representative ph: 847.706.3532
Marni Smith Lead Customer Service Representative ph: 847.706.3583

	Education Team (Learn More)
Ken Guthrie Managing Director of Education ph: 847.706.3543		Stuart Klugman Staff Fellow–Education ph: 847.706.3590
Judy Powills Director of Assessments & Candidate Affairs ph: 847.706.3563		Brett Rogers Registrar & Director of Exam Analysis ph: 847.706.3586
Martha Sikaras Director of International Activities ph: 847.706.3596		Anna Abel Exam Administration Manager ph: 847.706.3589
Gena Long Manager of Stakeholder Relations ph: 847.706.3582		Halyna Tennyson Curriculum Specialist ph: 847.706.3635
Heather Ault Examination Services Administrative Assistant 847.706.3618		Judy Carney Educational Experiences Coordinator ph: 847.706.3594
Leslie Fausher E–Learning Program Specialist ph: 847.706.3547		Jane Lesch Examination Development Administrator ph: 847.706.3505
Sarah Phelps Education Services Project Specialist ph: 847.706.3574		David Stangl Programmer & Technical Analyst ph: 847.706.3508
Doreen Tan Professionalism Education Coordinator ph: 847.706.3561		Melanie Mobley Education Administrator ph: 847.706.3613
Kim Tice Education Administrator ph: 847.706.3640		Jeremy Webber Exam Center Logistics Administrator ph: 847.706.3593
Aleshia Zionce Study Materials Administrator ph: 847.706.3525

	Governance
Sheree Baker Director of Governance ph: 847.706.3565		Sofi Garcia Governance Project Specialist ph: 847.706.3597
Kathryn Quan Resource Management Coordinator ph: 847.706.3523		Marilyn Meier Administrative Assistant ph: 847.706.3512

	Human Resources (Learn More)
Antoinette R. Murril Director of Human Resources ph: 847.706.3569		Michelle Wharton Senior Human Resources Generalist ph: 847.706.3502
Cathy Smith Human Resources Assistant ph: 847.706.3545

	Finance and Facilities Team (Learn More)
Stacy Lin Deputy Executive Director & Chief Financial Officer ph: 847.706.3550		Tiffany Berger Director of Finance & Facilities ph: 847.706.3620
Patricia Carlino Payroll Accountant/Office Manager ph: 847.706.3553		David Nahulak Accounting Manager ph: 847.706.3551
Steve DeFranco Accountant ph: 847.706.3506		Cheri Howe Executive/Finance Assistant ph: 847.706.3518
Jan Richardson Accounts Payable Clerk ph: 847.706.3554

	Information and Technology Services Team (Learn More)
Margaret Ann Jordan Managing Director for Strategy & Technology ph: 847.706.3520		Mary Matz Information Services Manager ph: 847.706.3534
Tim Moberly Technology Services Manager ph: 847.706.3642		Rizwan Ahmed Senior Network Administrator ph: 847.706.3504
Fred Eckart Senior Reporting Data Analyst ph: 847.706.3625		Gary Petro Senior Web Specialist ph: 847.706.3538
Laurie Butler Application Support Specialist ph: 847.706.3562		Mustafa Dada Business Analyst ph: 847.706.3743
Desmond Fenty Senior Support Specialist ph: 847.706.3503		Tatyana Kuznetsova Reporting Data Analyst ph: 847.706.3623
Sheel Shah Web Specialist ph: 847.706.3531

	Marketing and Communication Team	(Learn More)
Patrick Gould Managing Director of Marketing & Communications ph: 847.706.3615		Lisamarie Lukas Director of Communications ph: 847.706.3566
Susie Toro Ayala Brand Manager ph: 847.706.3573		Kim McKeown Public Relations Program Manager ph: 847.706.3528
Gina Rutgens Web Communications Manager ph: 847.706.3539		Karen Perry Publications Manager ph: 847.706.3527
Kathryn Baker Senior Communications Associate ph: 847.706.3501		Jacquelyn Kirkwood Senior Communications Associate ph: 847.706.3572
Glenda Maki Senior Communications Associate ph: 847.706.3564		Joni Baylis Project Support Specialist ph: 847.706.3529
Leslie Cummings Marketing & Communication Project Specialist ph: 847.706.3507		Christopher W. Jordan Web Production Associate ph: 847.706.3587
Chaundra McGill Marketing & Communication Project Specialist–CERA ph: 847.706.3694		Onserio Nyamweya Market Research Analyst ph: 847.706.3580
Sam Phillips Communications Associate ph: 847.706.3521		Erin Pierce Graphic Designer ph: 847.706.3549
Julissa Sweeney Graphic Designer ph: 847.706.3548		Mai Xiong Web Production Associate ph: 847.706.3628

	Professional Development Team (Learn More)
Lorri Rosenfeldt Managing Director of Professional Development ph: 847.706.3576		Colleen Fiore Senior Director of Events ph: 847.706.3541
Linda Damitz Director of Meetings & Events ph: 847.706.3544		Kerri Leo Continuing Education Manager ph: 847.706.3584
Jay Semla Continuing Education Manager ph: 847.706.3624		Amy Wojcik Continuing Education Manager ph: 847.706.3537
Dana Luboyeski Senior Program Coordinator ph: 847.706.3555		Carol Lyle Senior Registration Coordinator ph: 847.706.3540
Jacquenette Moody Senior Program Coordinator ph: 847.706.3546		Denise Fuesz Meetings & Exhibits Planner ph: 847.706.3516
Ryan Smith Registration Coordinator ph: 847.706.3008		Anne Swanson Senior Meetings Planner ph: 847.706.3542

	Project Management (Learn More)
Jane Chlapaty Director of Project Management ph: 847.706.3646

	Strategy Team (Learn More)
Margaret Ann Jordan Managing Director for Strategy & Technology ph: 847.706.3520		Crystal Ray Strategy Project Manager ph: 847.706.3577

	Hong Kong Office
Patricia Kum Liaison, Joint Actuaries Hong Kong Representative Office ph: 852.2147.9418