The Managers Team at CFP Board oversees various operational, strategic, and support functions critical to upholding the standards and effectiveness of the CFP certification process. They manage key areas including meetings, firm programs, marketing, contact centers, data analytics, pro bono initiatives, development operations, accounting, human resources, research and analysis, student engagement, and the talent pipeline to ensure comprehensive and high-quality service delivery.
Amanda Zapata
Marketing Manager
Caren J. Mintz
Manager, Accounting
Moley Evans
Manager, Pro Bono
Morgan Bowles
Meetings Manager
Nicholas Tarsa
Manager, Firm Programs
Olivia Carter
Manager, Human Resources
Peter Borgstrom
Development Operations Manager
Rodney C. Brown
Manager, Contact Center
Sebastian Belloni
Manager, Research & Analysis
Zach Gelnett
Manager, Data & Analytics
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