Theresa is an Associate on the Programs Team. She conducts research to identify and analyze financial services trends and innovative products, and provides relevant, actionable insights to lead to improved consumer financial health. She is highly motivated by the opportunity to improve access to and quality of financial products and services. She believes in achieving this through a collaborative network which can create measurable, sustainable improvements in the lives of millions of people. Prior to joining CFSI, Theresa worked in nonprofit and affordable housing development at Affirmative Investments, Inc. There she worked with public and private funding sources to expand opportunities for low-income populations. Theresa earned a Master of Public Policy from Loyola University Chicago and a Bachelor of Arts in Sociology from Boston College. She enjoys spending her time outside of CFSI biking, exploring Chicago and working to win her local euchre league.
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Independent and authoritative analysis and perspective for every segment of mergers and aquisitions.