Faculty
| Michael J. Allen
Class of 1996
Senior Vice President, Consumer Lending
Liberty Bank, N.A.
Fomerly Business Director for PNC's Corporate and Institutional Banking Technology Group, Mike is Segamnior Vice President, Consumer Lending for Liberty Bank, N.A. Prior to his role in IT, Mike managed the development of next generation decisioning and optimization capabilities for the retail division of the bank to support the sales process for custfomer product selection, product bundling, demand based pricing and credit underwriting.
He has also held positions as product manager for home equity and education finance products as well as holding roles in marketing and sales support. A 1996 graduate of GSRBM, Mike has also earned an MBA with a concentration in Finance and a BA in English from the University of Pittsburgh. Also, he has just begin work on his Project Management Institute Certification.
| | R. Theodore Brauch
Class of 1996
First Vice President, Client Advisor
SUNTRUST BANKR. Theodore (Ted) Brauch Ted has more than 29 years of experience in the financial services industry with leading national institutions including Citibank, Barnett Banks, Inc., Bank of America and SunTrust Bank. His previous positions include Chief Risk Executive for NetBank, Inc., Consumer Finance Group Senior Vice President at Bank of America, General Auditor of Barnett Banks, Inc. and Managing Director, Business Savings and Investments for Barnett Banks, Inc. He earned a Bachelor's Degree in Business Administration from the University of Notre Dame, a Master's in Business Administration from Fordham University. Ted holds multiple securities and insurance licenses and several professional designations including Certified Financial Planner®. Ted is an honors graduate of the Graduate School of Retail Bank Management and is currently employed with SunTrust Bank as a Wealth Management Client Advisor.
| | Archie M. Brown
Class of 1996
President and CEO
MAINSOURCE FINANCIAL GROUPArchie Brown is the President and CEO of MainSource Financial Group in Greensburg, Indiana. Previously, he served as Executive Vice President and Head of Commercial and Consumer Banking for Integra Bank Corporation, a $2.8 billion bank holding company based in Evansville, Indiana. He had been with Integra since March, 2001.
| | Nancy A. Bush
Managing Member
NAB RESEARCH, LLCNancy Bush made her jump to the "sell-side" of Wall Street in 1985, after having been a portfolio manager and analyst at Sentinel Advisors, the mutual fund advisory arm of National Life of VT. She joined the old Philadelphia brokerage firm of Butcher & Singer in November of that year, and quickly made her mark with the "Banking Quarterly Review," making that publication one of the most-often quoted and widely read brokerage publications in the Middle Atlantic region. In 1987, she moved to the big-time-New York City-as the regional banking analyst at Dean Witter Reynolds, where she expanded her coverage from the Middle Atlantic to include SE and Western banking companies. From there, she moved to the venerable Wall Street firm Brown Brothers Harriman in 1990, serving as Senior Banking Analyst and later also as Assist Director of Research. Forsaking the interminable Wall Street commute in 1998, she joined Ryan, Beck & Co., a Livingston, NJ, financial services boutique, as a Senior Bank Analyst and-after a short return to NY to work as senior banking analyst at Prudential-later returned to Ryan, Beck as Director of Financial Institutions Group Research. Throughout her sell-side career, she has tracked the progress of companies such as Wachovia, Wells Fargo, Bank of America and SunTrust, among others, through their evolutions from smaller regional banks into today's mega-regionals. Nancy has also been a sought-after speaker in the banking industry.
| | Laurie Callahan
Vice President, Learning and Development Consultant
WELLS FARGO BANKLaurie Callahan is a learning and sales development consultant for Wells Fargo Bank, specializing in increasing the performance of leaders and managers. She partners closely with the Gallup Organization as a Master Trainer in bringing their tools such as the Clifton StrengthsFinder and the Q12 to life within Wells Fargo. She joined Wells Fargo in 1987 and has held management positions in Regional Banking, Sales Development and Learning and Development. Laurie has been on design teams that created management and leadership competencies, various assessment tools, management, leadership and diversity curriculum. As a senior facilitator and coach, her sense of humor and straight forward approach has helped leaders and their teams improve their effectiveness and performance. Laurie graduated from the University of Nebraska with a B.S. in Business Administration and a specialization in Sales and Sales Management. She has been a faculty member of Bellevue University since 1996.
| | David Cichelli
Senior Vice President
THE ALEXANDER GROUPDavid is a national expert in sales compensation and is the Firm's sales compensation practice manager. He helps his clients develop field incentive plans that ensure alignment between corporate sales objectives and sales resources. David is a frequent speaker on sales effectiveness and sales compensation issues. He is author of WorldatWork's one-day class on sales compensation. He is author of "Compensating The Sales Force," and is a contributing author to Sales and Marketing Magazine. David has been with The Alexander Group for over 20 years. His previous experience includes field sales support for an industrial chemical company and a sales compensation practice manager for a large human resources consulting firm. He received a BA from Pennsylvania State University and an MS from Michigan State University.
|  | Aubrey Daniels
Founder
AUBREY DANIELS INTERNATIONAL Aubrey C. Daniels, Ph.D., is the world's foremost authority on applying the scientifically-proven laws of human behavior to the workplace. His management consulting firm, Aubrey Daniels International (ADI), works with business leaders such as Blue Cross Blue Shield, NASA, Roche Laboratories, and Westinghouse to develop management strategies that reinforce critical behaviors vital to their long-term success. Headquartered in Atlanta, the firm was founded in 1978. Daniels is the author of four best-selling books widely recognized as management classics: Bringing out the Best in People: How to Apply the Astonishing Power of Positive Reinforcement; Performance Management: Changing Behavior That Drives Organizational Effectiveness, Other People's Habits, and Measure of a Leader. His fifth book, OOPS! 13 Management Practices That Waste Time & Money (and what to do instead) is a how-to guide for avoiding common "well-intentioned" attempts at motivating employees. A passionate thought leader and an internationally recognized expert on management, leadership, and workplace issues, Daniels has been featured in Wall Street Journal, The New York Times, Newsweek, The Washington Post, CNN, and CNBC among others. Daniels is a member of the Board of Trustees of both Furman University and the Cambridge Center for Behavioral Studies. He is an Associate of Harvard University's John F. Kennedy School of Government, a faculty member of the College of Health Professions at the University of Florida, and a visiting professor at Florida State, North Texas State and Western Michigan Universities. His numerous awards include the Lifetime Achievement Award from the Organizational Behavior Modification Network and the Outstanding Service Award from the International Association for Behavior Analysis, which also named him a 2005 Fellow. Daniels received his doctorate from the University of Florida, where he also earned his masters degree and was a member of Phi Beta Kappa. He received his undergraduate degree in psychology from Furman University. Daniels has been honored by both Furman University and the College of Health Professions at the University of Florida as Alumnus of the Year. Daniels and his wife Rebecca reside in Atlanta and have two married daughters, two grandsons and one granddaughter.
| | Richmond H. Davis
Class of 1997
ConsultantBert Davis has 24 years of experience in the financial services industry, and has served in a variety of capacities, including leadership positions, in the retail/consumer and business banking segments. This includes business development/commercial product sales and sales management, relationship management, risk analysis, process design and execution, and strategic planning and analysis. Bert graduated from the University of North Florida, with a BBA in Business Management. He also graduated with Honors from the Graduate School of Retail Bank Management. He earned the nationally recognized ‘Certified Cash Manager Designation' from the National Treasury Management Association..
|  | Rodolfo F. Engmann
President
KGI CONSULTANTSRodolfo (Rolf) Engmann is currently President of KGI Capital, Inc. (a Private Investment Organization) and Knowledge Guild International (a strategic management coaching and consulting firm) since 1998. Previously, Rolf had a 16 year banking career that covered financial and risk management positions, cumulating in leading a national subprime lending production and service company.
| | Richard G. Frank
Class of 1996
Executive Vice President, Manager of Specialty Lending
STELLAR ONERick Frank is Executive Vice President and Manager of Specialty Lending for StellarOne Bank in Fredericksburg, VA. He has twenty-eight years experience in banking, including senior level retail management and commercial loan management and administration. Rick is responsible for coordination within the bank of loans to ESOPs, Industrial Revenue Bonds and Municipal Financing, USDA guaranteed loans, SBA loans, and lending to government contractors.
|  | Kelly Fredrickson
Strategic Marketing Executive, Global Marketing
BANK OF AMERICA Kelly joined Bank of America in May of 2008 and is responsible for all Advertising and Agency Management for the corporation, including the Bank's internal advertising agency, Enterprise Creative Solutions. With 20 years of experience, she brings a new level of advertising acumen to the Bank of America team and provides leadership across all lines of business in this enterprise-wide role. Kelly joined Bank of America from Modernista, a nationally recognized creative agency, where she was hired as Chief of Staff to oversee all workflow and build the team that would service the Cadillac business. Previous to that Kelly was EVP, Creative Manager at Hill, Holliday. During her tenure at HH and Modernista she gained cross-functional experience with the following national corporations: Anheuser-Busch, Cadillac, Dunkin' Donuts, CVS/Pharmacy, Fleet Bank, Scudder Stevens & Clark and Reebok.
| | Douglas Freeman
Executive Vice President
BANKATLANTIC BANCORPDoug Freeman is the Executive Vice President and Chief Corporate Banking Executive for BankAtlantic Bancorp. Previously, he was the Chairman and Chief Executive Officer of NetBank, Inc., a diversified financial services provider and parent company of NetBank, the oldest active Internet bank in the country. He has more than 30 years of experience in the financial services industry and has held senior-level positions at major regional and national institutions. Doug was elected Chairman of the BAI Board of Directors in October 2005. He also served on the Federal Reserve Board's Thrift Institutions Advisory Council (TIAC) for two years. Doug earned a bachelor's degree in economics from Furman University and a master's in business administration from the University of South Carolina. - Market$im Overview
- Case Study Community Leader
|  | James R. Fugitte
Class of 1974
Retired President
FORT KNOX NATIONAL BANKDuring his 30-year career in banking and financial services, Jim Fugitte has held several senior executive positions to include his most recent one as President and CEO of Fort Knox National Company from 1986 until 2006; Chairman of the Faculty Advisory Committee at the Graduate School of Retail Bank Management; Chairman and Trustee of the development committee of Lindsey Wilson College, just to name a few. Jim earned a bachelor's degree in commerce from the University of Kentucky and a master's degree in economics from the University of Oklahoma. In addition to the Fort Knox National Company Board of Directors, he also serves as a board member for Mid-America Payment Exchange (MPX), a regional National Automated Clearing House (NACHA) organization; the Hospice Foundation of Louisville; and the Innovation and Commercialization Center of Central Kentucky. Among other awards, Jim received the 2001 Ernst and Young entrepreneur of the Year Award for KY & So. IN. Jim recently became the CEO of Wind Energy Corporation, an alternative energy company focused on creating next-generation wind turbines. - Strategic Management
- Case Study Community Leader
|  | Allison Gambucci
Class of 2006
Area Manager
CITI Allison is the Sales Director for the Metro Northern CA Division of Citibank. In her role, Allison is responsible for the sales activities of a geographic region, manages end results, planning and policy formation within the division. She also contributes to the overall business sales strategies and assists with the development of new concepts and approaches to solving sales issues affecting the division and business overall.Allison has 30 years experience in the financial services industry- all with Citibank. She began her career in the financial centers, and has held a number of roles within the company including Financial Center Manager, Area Operations Manager, Marketplace Service Manager, Regional Sales Integration Manager and most recently Area Director. As a line manager, Allison has managed all aspects of running the branches including sales productivity, P & L results, customer experience and employee experience. In her staff roles, Allison ensured integration between all lines of the business and completed analytics on service performance- working with vendors to conduct Mystery Shops and customer satisfaction studies- leveraging the learnings to develop processes and behavioral improvements for the business. Allison has her Bachelor of Science in Business Administration from the College of Notre Dame, and is a 2006 graduate of the Consumer Bankers Association Graduate School of Retail Bank Management at the University of Virginia.
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| C. Matthew Hudson
Vice President, Corporate Financial Analyst
NATIONAL CITY BANK
Matt Hudson is a Corporate Financial Analyst with National City Bank, where he administers the financial planning and forecasting for the Consumer Lending products. Prior to joining NCB, he was with General Motors Acceptance Corp. where he held positions in Strategic Planning, Treasury, Securitization, Pricing, Sales and Credit management. Matt has an MBA specializing in Finance from Indiana University and Bachelors in Marketing from Bradley University.
|  | Gary L. Huff
Class of 1991
Business Development Officer
PREMIERE CAPITAL CORPORATIONPrior to his current position, Gary Huff spent twenty-four years in the dealers finance area of banking providing retail and wholesale products to auto, marine and RV dealers. His first eleven years were with Bank One in Columbus, Ohio and thirteen with National City in Indianapolis, Indiana prior to joining Premier Capital Corporation, a Certified Development Company for the SBA 504 program. Gary graduated from GSRBM in 1991 and has been a faculty participant since that time. He received his B.A. in economics with a minor in English Literature from Western Kentucky University. Gary's hobbies include golf and travel.
| | Robert S. Kemp
Professor of Commerce
UNIVERSITY OF VIRGINIAProfessor Kemp is an accomplished scholar, conducting research and writing in the theory and practice of contemporary business. He currently is conducting research on the funding of financial institutions and corporate pensions. His scholarly works include 70 completed projects, including monographs, articles, cases, research presentations, and working papers. His work is published in, among other places, Financial Review; Journal of Financial Research; Advances in Accounting; Benefits Quarterly; Journal of Mathematics Applied in Business and Industry; Journal of Accountancy; Journal of Commercial Bank Lending; The Journal of Bank Accounting & Auditing; and Journal of Business Economics. Professor Kemp is an accomplished teacher to both University students and executives throughout the world. During his 25+ years at the UVA, he has taught numerous undergraduate and graduate courses. His consistently high evaluations by students reflect his devotion to the classroom. This high quality is likewise seen in his teaching of business executives. He has worked with organizations such as Citibank, Navigant-Tucker Alan, Bank of America, the FDIC, the AICPA, the Siberian Banking Institute, the Barents Group, KPMG, the Russian Bankers Association, the Central Asian American Enterprise Fund, the Consumer Bankers Association, Goldman Sachs, and the Gerson Lehrman Group. Professor Kemp received his B.S., M.B.A., and D.B.A. from Florida State University. - Bank Financial Statements Review
- Bank Financial Management
- Asset Liability Management
| | Robert M. Kottler
Class of 1999
Senior Executive Vice President
CAPITAL ONE FINANCIALRobert M. Kottler joined Hibernia, now Capital One, in 1983. A Cleveland native, he has 20 years of banking experience-all with Hibernia-and had served in several management positions with Hibernia, including manager of the Small Business Banking Service Center, Small Business Banking and Marketing and Delivery Channel Management. He was named an executive vice president in 1999. In May 2003, Kottler was named Chief Sales Support Officer and senior executive vice president. He is responsible for all sales-support functions, including marketing, product management, delivery channel management, and loan and branch operations, as well as consumer and small business lending. Under Kottler's guidance in the 1990s, Hibernia became a leader in developing innovative products and services for small business customers. In 1992, the bank became a pioneer in the use of automated credit scoring for small businesses, and the success of its efforts has garnered national attention. He holds a bachelor of science degree in management and a master's degree in business administration, each from Tulane University. He is also a graduate of the Graduate School of Retail Bank Management, Consumer Bankers Association. Kottler is director of the Tulane Alumni Association and Tulane Associates and pas president of the Tulane Association of Business Alumni. He also sits on the board of the Consumer Bankers Association and sits on the Deposit Access Committee of MasterCard.
| | Paul Leventhal
Professor of Finance
BISHOP'S UNIVERSITYPaul Leventhal is Professor of Finance at Bishop's University in Quebec. He specialized in the teaching of investment finance and banking, and has written in the area of bank mutual fund distribution. Paul has taught bank financial management in many countries including South Africa, Tunisia, Japan, Italy, Belgium, Jordan, Jamaica and most recently in India and Qatar. He holds a Ph.D. in Finance from Concordia University in Montreal and is a CFA charter holder.
|  | Christopher Marinac
Managing Principal and Director of Research
FIG PARTNERSPrior to the formation of FIG Partners, LLC, Chris served as senior research analyst at The Robinson-Humphrey Co., SunTrust Robinson Humphrey, and Interstate/Johnson Lane (now Wachovia Securities). He has been an analyst since 1992, and has covered banks, thrifts, REITs, and finance companies during his career. Chris brings a grass roots research discipline to FIG Partners. A two-time winner of The Wall Street Journal "Best on the Street" survey and noted by Institutional Investor magazine as an "Up and Comer" during several annual investor polls. Chris graduated Summa Cum Laude from Kent State University and is a CFA charterholder.
|  | Abhishek Mehta
Class of 2007
Senior Vice President, Corporate Financial Analysis
BANK OF AMERICA Abhishek Mehta is the Strategic Advisor to the Center for Future Banking, the recently announced collaboration with MIT Media Lab. In this position Abhishek is responsible for the Bank's overall strategy and direction for Center, development of the MIT Sloan collaboration and creation of frameworks for business, innovation and investment strategies. Abhishek is also an Executive with Bank of America's Corporate Financial Analysis Team. This team is responsible for assessing the competitive position and performance of Bank of America's businesses, identifying strategic priorities for the corporation, and recommending strategic alternatives with a particular focus on cross-line-of-business issues. Abhishek has been with Bank of America since July 2002. Prior to joining the Bank, Abhishek was responsible for developing and managing sales & execution strategies for Cognizant Technology Solutions and was a tax, regulatory and business strategy consultant with Arthur Andersen. Abhishek has lived and worked in South-east Asia, Europe and the US. Abhishek holds a Bachelors in Commerce Degree from the Sri Ram College of Commerce (University of Delhi, India), is a Chartered Accountant from the Institute of Chartered Accountants of India and a Graduate of the Consumer Bankers Associations' School of Retail Banking Management (United States). Abhishek is on the Board of Advisors for the Asian Leadership Network and a past Board member of the Diversity Network, both at Bank of America. Abhishek is also on the Board of a non-profit institution that helps provide education and vocational training to mentally challenged kids in India.
| | Sherief Meleis
Managing Director
NOVANTASSherief is a Managing Director with Novantas in the New York office and is the head of Novantas' Retail Banking practice. He has been a consultant to financial institutions for fifteen years. He has served leading financial institutions in North America, Asia, Europe and the Middle East across every financial services line of business, with particular emphasis in consumer banking, small business banking, brokerage, and investments. Sherief focuses on business strategy development, product development, analytic pricing and data-driven marketing. Prior to Novantas he was a Senior Consultant with First Manhattan Consulting Group. Sherief is a well-regarded player in the field of retail banking. He is a frequent speaker at industry conferences, including the Bank Administration Institute, American Bankers Association, Consumer Bankers Association, and American Banker conferences. Sherief is also a frequent writer on topics such as segmentation, pricing, and product development and has been published in American Banker, Banking Strategies, Commercial Lending Review, and Small Business Banker, among other publications. Sherief received his AB in economics from Harvard University and his MBA from MIT's Sloan School of Management. - Product Design and Pricing
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| Catherine M. Myers
Class of 2000
Senior Vice President, Enterprise Revenue Office - Consumer Strategies
U.S. BANKCathy oversees consumer strategy development within US Bank's newly formed Enterprise Revenue Office. Her role is to spearhead collaboration across the company, drive deeper relationships with clients and seek organic revenue growth opportunities for the enterprise. Cathy has been in banking for 26 years within the Midwest overseeing retail branch sales and operations in Ohio, Kentucky, Tennessee and Missouri through several roles and assignments. She has been tapped for many key strategic projects and merger related activities helping to support the growth and expansion of U.S. Bank's footprint and culture. Cathy is a member of U.S. Bank's corporate and Cincinnati leadership teams. She has been honored for the last three consecutive years as part of the US Banker Magazine's Most Powerful Women in Banking Team honoring U.S. Bank's top women leaders for their industry talents and accomplishments. Giving back to the community has always been a natural priority for Cathy. Her involvements include being a founding member of the Greater Cincinnati United Way WINGs Organization (Women Investing in the Next Generation) which was honored at the 2009 annual celebration, United Way Foundation Board, Greater Cincinnati Regional Chamber's Leadership Development Graduate, Chamber Economic Development Day Task Force, Steering Committee for 100 Wise Women Networking Events, United Way Strategic Planning Committee, CBA Membership Committee Member and U.S. Bank Community Development Committee Chair. Cathy is an honors graduate from West Virginia University's Business School and completed her MBA at Xavier University. She believes in the need and power of educating our future bankers and invests time not only with the CBA Graduate School of Banking but also through internal mentoring programs at U. S. Bank and within her community. Cathy resides in Cincinnati, OH with her husband, Roger and their daughter, Courtney.
| | Gary L. Myers
Vice President, Consumer/Business Asset Group
NATIONAL CITY BANK, INDIANAGary Myers has been with National City Bank since 1977 and is currently a Vice President in Consumer & Small Business Project Management. He has held various positions over the years in the Retail bank in the branch system and Retail Lending. His BS degree is from Indiana University and he also holds an MBA from the University of Indianapolis.
| | Malcolm Myers
Senior Vice President, Technology
FSV PAYMENT SYSTEMS, INC.Malcolm Myers is Senior Vice President of Technology for FSV Payment Systems, Inc., a leading provider of prepaid and stored-value processing products and technology services. In his role at FSV, Malcolm is responsible for systems infrastructure, data security and corporate risk management. Malcolm joined the faculty of the CBA in 2004 and brings over 20 years experience in the financial services business, including service with CitiStreet, LLC and Barnett Banks, Inc.
|  | Linda S. Need
SVP, Premier Banking and Investments
BANK OF AMERICALinda Need is the Insurance & Annuity Executive for Bank of America's Global Wealth & Investment Management Division. She is responsible for life, long-term care and disability income insurances and annuity product management, sales and operations. Need joined Bank of America in 2002 as the Strategy Executive for the Insurance Services Group. She was appointed National Sales Executive of the Affluent/High Net Worth Insurance Sales Team in 2003 and Insurance and Annuity Executive in 2005. Before joining the bank, Need was Executive Director and National Sales Executive, Insurance Services at Morgan Stanley from 1998-2002. Prior to Morgan Stanley, Linda held sales, marketing and actuarial positions at Allstate Life Insurance Company from 1986-1997, Tillinghast/Towers Perrin from 1984-1986 and Northwestern Mutual Life Insurance from 1978-1984. Linda graduated from Williams College with a bachelor's in Mathematics and Economics. She is a Fellow of the Society of Actuaries, a Member of the American Academy of Actuaries, a Chartered Financial Analyst, a Certified Financial Planner and registered general securities principal. Linda serves on the Board for The American College, the Girl Scouts Hornets' Nest Council and Bank of America's various insurance subsidiaries. She volunteers with Williams College Planned Giving campaign and Volunteer Income Tax Assistance.
|  | Sean A. Rowles
EVP, Chief Credit Officer
CITIZENS BANKWith 20 years professional experience, Sean is known in the Retail Banking Industry as an energetic and motivational business leader. Recognized as an extremely effective change agent, Sean is pre-determined to challenge the status quo and identify innovative Customer oriented solutions to any opportunity. A native Australian, Sean has lived and worked in six countries. In 2005 Sean was recruited to join the Royal Bank of Scotland in Edinburgh. In his role as Chief Credit Officer - UK Retail he was accountable for annual Bad Debts in excess of $3bn USD. Sean was recognized as a world class expert in Retail Banking when he was tapped in 2007 to lead a business transformation initiative across the UK Retail Bank, a business that delivers in excess of $7bn in annual profits with a 16 million strong customer base. Sean returned to the USA in 2008 as the Chief Credit Officer of Citizens Financial Group in order to help steer the business through the emerging economic and financial crisis. Prior to joining the Royal Bank of Scotland, Sean worked at Citibank in Australia, General Electric in Australasia and 7 years at Washington Mutual in Seattle where he successfully held numerous executive positions. Most notably, he was the Retail Bank executive in charge of California across to Florida responsible for over 1,100 branches, a staff of over 12,000 and an annual post-tax profit in excess of $1.5bn. During this tenure his franchise was internationally recognized and became the inaugural recipient of the JD Power Best Consumer Retail Bank award.
| | Edmond J. Seifried
Professor of Economics
LAFAYETTE COLLEGEDr. Ed Seifried is Professor of Economics and Business at Lafayette College in Easton, Pennsylvania. He is the Chief Economist for BNK Advisory Group, a community bank investment firm. He received his doctorate in economics and business from West Virginia University. He serves as the dean of the West Virginia Banking School. In addition to his courses at Lafayette College, he is also a faculty member of numerous banking schools including: Stonier Graduate School of Banking, School of Banking of the South, Graduate School of Retail Bank Management, and the American Bankers Association Business of Banking School. He is a professional labor arbitrator and frequently appears as a guest speaker at regional and national conferences. He has delivered over 2000 presentations to groups both in the U.S. and abroad. He is an author of both academic and popular articles and books. Ed has also served as a director of a community bank. He has traveled in the former Soviet Bloc countries where he served as an advisor and consultant to the newly privatized commercial banks.
|  | John Stewart
CITI (RETIRED)
John F. Stewart recently retired from Citigroup. He most recently served as Citibank's Managing Director of National Distribution. In this role, he is responsible for the 885-branch network within the United States and Puerto Rico and consumer business in Canada that employs over 16,000 Citibankers and serves over 3 million customers. As a 25-year veteran of Citigroup he has previously served as President of Citibank New York, President and CEO of Diners Club Canada and Managing Director of the Atlantic Division of the Citifinancial consumer finance business. John serves on the Board of Directors of both the Consumer Bankers Association, based in Washington, DC and the New York Bankers Association. He is also a member of the advisory boards for Together in America/NYANA, Make-A-Wish Foundation of Metro New York & the Leukemia and Lymphoma Society New York City Chapter Board and has joined Representative Sue Kelly's (R-NY) Financial Services Advisory Council. Prior to joining Citibank, John was a Captain in the United States Army. He is a graduate of the United State Military Academy at West Point, NY and holds an MBA from Columbia University.
| | Kurt C. Treu
Class of 1999
EVP & Regional Chairman, Northeast/Central Ohio
U.S. BANK, N.A.Kurt Treu is President of U.S. Bank in Northeast Ohio and is responsible for the bank's commercial banking operations in the Greater Cleveland and Akron area. Kurt, a native of Cleveland, returned to his hometown of Cleveland from Minneapolis in 2004, where he was Senior Vice President and Market Manager, responsible for U.S. Bank's largest branch market and approximately 1,000 employees in the Twin Cities. His banking career spans 23 years, 14 of which have been with U.S. Bank and its legacy Star Banc and Firstar. Kurt's commitment doesn't end with banking, as he has been active in the community throughout his career. Currently he serves on the Cleveland State University Foundation Board, Cuyahoga Community College Foundation Board, United Way, Greater Cleveland Sports Commission, Downtown Cleveland Alliance, Providence House, Cuyahoga County Commissioners Blue Ribbon Task Force and is a member of the Leadership Cleveland Class of 2006. A graduate of Wittenberg University in Springfield, Ohio, Kurt earned his master's degree in business from Baldwin-Wallace College in Berea, Ohio and is a graduate of CBA's Graduate School of Retail Banking at the University of Virginia where he now teaches a Bank-Simulation program annually. Kurt grew up on the East Side of Cleveland in Mayfield Village. He, his wife, Chris, and daughter now live in Solon.
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