Staff Directory

Staff Executive Team and Support

Greg Heidrich Executive Director gheidrich@soa.org +1-847-706-3510
Stacy Lin Deputy Executive Director & Chief Financial Officer slin@soa.org +1-847-706-3550
Sheree Baker Sr. Director, Governance sbaker@soa.org +1-847-706-3565
Michael Boot Managing Director, Sections & Practice Advancement (SPA)
mboot@soa.org +1-847-706-3536
Patrick Gould Managing Director, Marketing & Communications
pgould@soa.org +1-847-706-3615
Ken Guthrie Managing Director, Education
kguthrie@soa.org +1-847-706-3543
Dale Hall Managing Director, Research
dhall@soa.org +1-847-273-8835
Ann Henstrand Sr. Director, Asia & Latin America ahenstrand@soa.org +1-847-273-8810
Carol Kozlowski Sr. Director, Human Resources ckozlowski@soa.org +1-847-706-3569
Richard Veys General Counsel rveys@soa.org +1-847-706-3524
Cathy Powers Executive Administrative Assistant cpowers@soa.org +1-847-706-3568


Customer Service Team

Laura Kibiloski Manager, Customer Service lkibiloski@soa.org +1-847-273-8801
Brittany Allen Customer Service Representative
ballen@soa.org +1-847-706-3526
Lois Caracci Customer Service Representative lcaracci@soa.org +1-847-706-3533
Linda Lococo Customer Service Representative
llococo@soa.org +1-847-273-8806
Susan Maki Customer Service Representative smaki@soa.org +1-847-273-8802
Marni Smith Lead Customer Service Representative msmith@soa.org +1-847-706-3583


Education Team

Ken Guthrie Managing Director, Education
kguthrie@soa.org +1-847-706-3543
Anna Abel Manager, Professional Development aabel@soa.org +1-847-706-3563
Colleen Bagnasco Sr. Director, Events cbagnasco@soa.org +1-847-706-3541
Anthony Cappelletti Staff Fellow, General Insurance acappelletti@soa.org +1-847-273-8832
Nidhi Chokshi Education Services Project Specialist nchokshi@soa.org +1-847-706-3594
Lisa Collins Registration Specialist lcollins@soa.org +1-847-273-8808
Agnes Czesak
Education Administrative Assistant  aczesak@soa.org
+1-847-273-8814
Mark Dulceak Examination Services Coordinator mdulceak@soa.org +1-847-273-8831
Denise Eiring Sr. Meeting and Exhibits Planner deiring@soa.org +1-847-706-3516
Leslie Fausher Manager, E-Learning lfausher@soa.org +1-847-706-3547
Kathy Husak Manager, Exam Administration khusak@soa.org +1-847-706-3589
Heather Jameson Professional Development Administrator hjameson@soa.org +1-847-706-3584
Ania Jaroszek Exam Center Logistics Administrator ajaroszek@soa.org +1-847-706-3593
Stuart Klugman Sr. Staff Fellow, Education sklugman@soa.org +1-847-706-3590
Scott Lennox Staff Fellow, General Insurance slennox@soa.org +1-416-254-6320
Gena Long Director, Professionalism & University Relations
glong@soa.org +1-847-706-3582
Melanie Mobley E-Learning Specialist mmobley@soa.org +1-847-706-3613
Brett Rogers Registrar & Director, Exam Analysis brogers@soa.org +1-847-706-3586
Michelle Scherer  Meeting Planner  mscherer@soa.org  +1-847-273-8830
Jacky Schweinzger  Director, Meetings and Events jschweinzger@soa.org  +1-847-706-3540
Jay Semla Sr. Professional Development Administrator jsemla@soa.org +1-847-706-3624
Rick Shales Exam Development Administrator rshales@soa.org +1-847-706-3505
Martha Sikaras Director, International Education Programs msikaras@soa.org +1-847-706-3596
Leslie Smith Instructional Technologist lsmith@soa.org +1-847-706-3595
Ryan Smith Professional Development Administrator rsmith@soa.org +1-847-706-3008
Tiffany Tatsumi Academic Administrator ttatsumi@soa.org +1-847-706-3509
Toni Ugarte Education Administrator
augarte@soa.org +1-847-706-3640
Roxana Villanueva Candidate Support Coordinator rvillanueva@soa.org +1-847-706-3594
Jeremy Webber Professionalism Education Specialist jwebber@soa.org +1-847-706-3561
Amy Wojcik Sr. Professional Development Administrator awojcik@soa.org +1-847-706-3537
Kim Woloszyk Administrative Assistant kwoloszyk@soa.org +1-847-706-3576
Aleshia Zionce Study Materials Administrator azionce@soa.org +1-847-706-3525


Finance and Facilities Team

Stacy Lin Deputy Executive Director & Chief Financial Officer slin@soa.org +1-847-706-3550
Tiffany Berger Sr. Director, Finance & Facilities tberger@soa.org +1-847-706-3620
Steve DeFranco Sr. Staff Accountant sdefranco@soa.org +1-847-706-3506
Cheri Howe Executive/Finance Assistant chowe@soa.org +1-847-706-3518
Olavo Menezes Finance Analyst omenezes@soa.org +1-847-706-3564
David Nahulak Manager, Accounting dnahulak@soa.org +1-847-706-3551
Serg Palant Accountant, International Activities  spalant@soa.org +1-847-273-8843
Jan Richardson Accounts Payable Clerk jrichardson@soa.org +1-847-706-3554


Governance

Sheree Baker Sr. Director, Governance sbaker@soa.org +1-847-706-3565
Sofi Garcia Governance Project Specialist sgarcia@soa.org +1-847-706-3597


Human Resources

Carol Kozlowski Sr. Director, Human Resources ckozlowski@soa.org +1-847-706-3569
Julie Brown Human Resources Assistant jbrown@soa.org +1-847-706-3545
Rianne Idstein  Sr. HR Generalist  ridstein@soa.org  +1-847-706-3502 


Information and Technology Services Team

Tim Moberly Sr. Director of Technology Services tmoberly@soa.org +1-847-706-3642
David Arias Application Support Specialist darias@soa.org +1-847-273-8805
Christie Balistrieri Project Management Specialist cbalistrieri@soa.org +1-847-706-3575
Laurie Butler Application Support Specialist lbutler@soa.org +1-847-706-3562
Mustafa Dada Business Analyst mdada@soa.org +1-847-706-3743
Fred Eckart Sr. Reporting Data Analyst feckart@soa.org +1-847-706-3625
Desmond Fenty Jr. Manager, Information Technology dfenty@soa.org +1-847-706-3503
Jim Grisius Manager, Web Communications