Kathy Pondy is a seasoned professional in the field of economic and personal finance education, currently serving as the Director of Student and Teacher Services for the Arizona Council on Economic Education (ACEE). With over four years of dedicated experience in this role, Kathy has demonstrated leadership and a passion for advancing economic and financial … Read more
Teresa Mungai serves as the Director of Education Services and Impact at the Arizona Council on Economic Education (ACEE), spearheading a wide array of programs aimed at enhancing economic education across the state. With a robust background in education and dedication to empowering educators, Teresa plays a vital role in shaping the landscape of economic … Read more
Elena had more than two decades of experiences working in the global financial services industry. As an econometrician in her first job, she developed predictive modeling to launch new products at American Express, with increasing responsibilities as Director of International Operations and Vice President of Information Management responsible for customer service, process improvement, and business … Read more
Kris joined Crewe’s Private Wealth Management division as a Partner in 2021 and brings nearly 20 years of experience in overseeing the strategic development and delivery of customized wealth planning services to high-net-worth individuals and families, including senior executives and business owners. After spending close to a decade in public accounting focused on creating sophisticated … Read more
With more than 30 years in the banking industry, Judie Verb brings a wealth of knowledge and experience to her role at U.S. Bank. As Executive Vice President of Consumer and Business Banking for the West Region, Judie oversees a team of approximately 3600 retail and small business bankers and is focused on maximizing market … Read more
Manoj Varghese is the Head of Technology at Stax Payments, where he leads efforts to drive innovation and reliability across the company’s technical infrastructure. Before joining Stax, Manoj was the Head of Infrastructure and Site Reliability Engineering at Venmo/PayPal, where he played a key role in enhancing the company’s cloud operations and reliability strategies. Manoj’s … Read more
Dr. Michael E. Staten is the Bart Cardon Associate Dean for Academic Programs and Professor of Agricultural and Resource Economics in the University of Arizona’s College of Agriculture and Life Sciences. From 2007 to 2017 he also served as director of the UA’s Take Charge America Institute for Consumer Financial Education and Research (TCAI) Prior … Read more
Dr. Emily Schwartz is the financial education manager and assistant vice president at MidFirst Bank. She has spent ten years building the MoneyMoments program, a consumer facing financial education program consisting of virtual and in-person workshops and online resources that are free of both cost and commercial to community members. The MoneyMoments program has been … Read more
As a senior vice president and a senior wealth strategist, Katie leads the deep and dynamic discovery process to achieve a mutual understanding of your family, business (if applicable), and financial goals to determine what is truly important to you in achieving peace of mind. She works with you and your advisors to help develop … Read more
Susan Lee currently serves as the Assistant Treasurer at Pinnacle West Capital Corporation and Arizona Public Service Company. She has responsibility for the company’s external debt and equity financing, banking and rating agency relationships, cash management and liquidity forecasting, and credit risk management. As importantly, Susan supports the company’s efforts to enhance the financial acumen … Read more
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16421 N. Tatum Blvd., Suite 123, Phoenix, Arizona 85032 Tel: (480)-368-8020 | EIN: 86-0896574
