Main Phone Numbers
Main: (610) 526-2500
Toll Free: (800) 927-2427 (Through the Console)
Member Services: (800) 392-6900 (Credit orders)
Fax Numbers
(610) 527-4010 (Executive Office / Legal Office / HR / Finance / Meetings & Travel / Creative Service)
(610) 527-1499 (Member Services — Secured Fax Orders)
(610) 359-8115 (Member Service General / Membership / Chapter Relations / Publications / Marketing / Communications / Professional Development / Corporate Services / Accreditation)
Web Sites
Society of Financial Service Professionals http://www.financialpro.org
Arizona Institute: http://www.arizona-institute.com
E-mail: Initial of the persons first name, no more than seven digits of the last name. EXAMPLE: jfrack@financialpro.org
E-mail Member Services: Info@FinancialPro.org
Before dialing the extension of the person you are trying to reach, dial 1-610-526.
Executive Office | Operations & Technology | Professional Development
| Executive Office |
Joseph E. Frack, CPA, CGMA
Chief Executive Officer |
2551 |
Robin Garrett
Executive Assistant |
2503 |
Anne M. Rigney
General Counsel |
2536 |
Foundation Financial Education Partners™ |
| Contact FEP |
2504 |
|
| Operations & Technology |
Brian Horn
Chief Operations & Technology Officer |
2519 |
Database Services |
Susan Matthews
Manager |
2530 |
| |
| Chapter Development |
Jill von Czoernig
Managing Director |
2529 |
Marianne Gordon
Coordinator |
2526 |
| |
| Finance & Administration |
Donna Conrad
Chief Financial Officer |
2557 |
Finance |
Janet Bizal
Sr. Financial Analyst |
2566 |
Human Resources |
Beverly Meyers Fox
Director |
2540 |
Meetings & Travel |
Amy Johnson
Director |
2516 |
Office Services |
Richard Sacchetti
Manager |
2543 |
Pat McGee
Fulfillment |
2599 |
| |
| Marketing & Corporate Development |
Tony Smith
Managing Director |
2533 |
Michelle Connor
Manager, Corporate Services |
2561 |
Membership Development |
Amy Whicker
Director |
2535 |
Marketing Promotions |
John Capista
Manager |
2508 |
Sales & Corporate Partnership |
Tony Smith
Managing Director |
2533 |
Creative Services |
Joel Allen
Director |
2528 |
Karen DiOrio
Coordinator |
2520 |
Member Services |
Michele Borsuk
Director |
2555 |
Natalie Hatton
Coordinator |
2564 |
Terry Bradley
Representative |
2563 |
|
| Professional Development |
Marshall Lipson.
Managing Director |
2521 |
Sherry Chester
Director |
2510 |
Shannen Griffin
Manager |
2518 |
Accreditation |
Colleen King
Coordinator |
2549 |
Caprice Evans
Coordinator |
2507 |
Diane Bridegam
Specialist |
2585 |
| Mary Ann Ray |
2505 |
Publications |
Mary Anne Mennite
Director |
2523 |
Bill Drennan
Managing Editor |
2559 |
Donna Giacobello
Manager |
2524 |