MONEY MANAGEMENT INTERNATIONAL - Key Persons

Job Titles:

• Certified Public Accountant
• Member of the Board of Directors

Anne-Marie Baker is a Certified Public Accountant who currently serves the National 4-H Council as Director of Revenue. She is an accomplished corporate leader with experience in strategic financial management, process improvement, and project management. From 2010-2017, Ms. Baker served in various accounting, strategic planning and project management roles at The Pew Charitable Trusts, including as a Senior Officer of Institutional Solutions. Prior to this position, she held finance and operations manager roles in various companies including human resources related responsibilities. She has served as Board Treasurer for Mi Casa, Inc. for the greater Washington, DC area since 2015. She has previously served MedStar Health as Director of Finance, the United Way of the National Capital Area as its Director of Finance and Accounting, and the Protestant Episcopal Cathedral Foundation as Treasurer. Ms. Baker holds a BA in business administration from Mississippi State University and an MBA from Tulane University.

Job Titles:

• Member of the Leadership Team
• Senior Vice President of Human Resources
• Senior Vice President of Human Resources MMI Skip to Content

Chelsea Taylor provides oversight and strategic direction to the human resources team. Prior to joining MMI, Chelsea served as Vice President of Human Resources & Administration at a prominent Houston area bank. She earned a Bachelor of Science in Psychology with a minor in Neuroscience from Texas A&M University and a Master of Arts in Industrial Organizational Psychology and Master of Business Administration with a concentration in Human Resource Management from University of Houston - Clear Lake. Chelsea currently maintains the Senior Professional in Human Resources (SPHR), SHRM Senior Certified Professional (SHRM-SCP), and Human Resource Project Manager (HRPM) certifications. She is a member of the Society of Human Resource Management (SHRM), Texas Bay Area SHRM, HR Houston, and the Society for Industrial Organizational Psychologists. She is a former board member of My Veteran Community, Inc. where she also served as Chairwoman of the Human Resources Committee. Chelsea has a passion for diversity, equity, and inclusion, employee engagement, and organizational culture.

Job Titles:

• Chief Technology Officer
• Member of the Leadership Team

Job Titles:

• Member of the Board of Directors
• Co - Chair of the Global Operations Employee Engagement Council
• Head of U.S. Group

Donna Carr is the Head of U.S. Group Service and Operations for MetLife, where she leads call center and operations for the US Group Benefits business, focusing on the delivery of best-in-class, differentiated customer care. In her previous role with Bank of America, Ms. Carr served as the Wealth Management Operations Executive responsible for managing the operations and onboarding teams that support Merrill, Private Bank and Retirement and Personal Wealth Solutions. Additionally, she served as the Enterprise Complaints Executive in Consumer, Small Business and Wealth Operations (CSWO). She and her teams were responsible for oversight, reporting and transformation of complaints and the accompanying processes. She has been in the brokerage business for over 36 years, starting her career in St. Louis with Edward Jones. Ms. Carr serves as co-chair of the Global Operations Employee Engagement Council and is a member of the Black Executive Advisory Council. As a strong supporter of diversity and inclusion, she serves as a member of the Black Professional Group (BPG), the Disability Action Network (DAN) and Leadership, Education, Advocacy and Development (LEAD) for Women Employee Networks. While she currently resides in Jacksonville, FL, Donna is a native to St. Louis, MO. She is married with two adult children and her entire family is also in the financial services industry. In her spare time, she devotes over 50 hours annually to a volunteer Bible education program.

Job Titles:

• Member of the Board of Directors
• Member of the Board of Trustees for the Foundation for Workforce Mobility
• Vice President of Sales and Marketing for CWS Corporate Housing

With over 20 years of experience, Beth Hotze is the Vice President of Sales and Marketing for CWS Corporate Housing where she leverages her expertise to exponentially drive growth and revenue. Through her passion for continued education, Hotze was able to obtain her Certified Relocation Professional (CRP) and Global Mobility Specialist (GMS) designations. Her industry knowledge and involvement across several esteemed organizations have established her as an industry leader that provides an incredible value-add through strategic insight and hands-on experience. Ms. Hotze is an active member of the Board of Trustees for the Foundation for Workforce Mobility where she leads the Scholarship committee, Marketing/Social Media Committee, and is a key contributor on the Nomination Committee. She has previously served on the ERC Planning Committee and was on the Board of Directors for the Charlotte Metro Area Relocation Council. In recognition of her industry expertise, Ms. Hotze has been invited to be a key speaker on several different panels from EURA to CHPA and has successfully planned and executed several sessions for ERC conferences over the years. She has also been recognized by Worldwide ERC as a Meritorious Service Award recipient for her dedicated service and significant professional contributions to the global mobility community. Through her industry knowledge, involvement, and strategic insight, Ms. Hotze is positioned as an integral member of the Corporate Housing industry who helps drive growth for the global mobility community.

Job Titles:

• Member of the Board of Directors

Job Titles:

• Chief
• Member of the Board of Directors
• Senior Vice President
• Chairman of Both the Compensation Committee

Greg McBride, CFA, is Senior Vice President, Chief Financial Analyst, for Bankrate.com, a personal finance website. With more than a quarter century of experience in personal finance, he leads a team responsible for researching financial products, providing analysis, and advice on personal finance to a vast consumer audience. Through Bankrate.com's Money Makeover series, he has helped consumers plan for retirement, manage debt and develop appropriate investment allocations. Mr. McBride has appeared on hundreds of national cable and network broadcasts including NBC's "Nightly News," CBS' "Evening News" and ABC's "World News Tonight," and has been a frequent guest on CNBC and Fox Business Network. He is routinely quoted by major media outlets such as The New York Times, Wall Street Journal and USA Today, has served as a Wall Street Journal Expert Panelist, and is a regular guest on Yahoo Finance, Cheddar and financial talk shows throughout the United States. Mr. McBride is Chairman of both the Compensation Committee and the Investment Committee. He has a distinguished record of serving on boards in the credit counseling industry, and has also served on the funding board of the Consumer Financial Education Fund through the Rose Foundation of Oakland, CA. Mr. McBride is a graduate of the University of Florida and has earned the right to use the Chartered Financial Analyst designation.

Job Titles:

• Member of the Leadership Team
• Senior Vice President of Housing Initiatives

Job Titles:

• Member of the Leadership Team
• Vice President of Operations

Job Titles:

• Member of the Board of Directors
• Founder and CEO of Lend

Jerry Nemorin is the Founder and CEO of LendStreet Financial, a company that helps its consumers rebuild their financial lives. Located in Oakland, California, LendStreet helps consumers refinance their existing debts in order to pay off their debts more quickly and become debt-free. Many well-regarded institutions fund LendStreet loans so that consumers can avoid predatory lenders. Prior to founding Lend Street Financial, he held various finance and investment banking roles with Bank of America/Merrill Lynch (Financial Sponsors Group) and Tyco International, Ltd. (Corporate Treasury). He serves as a board member of Moneythink, an organization dedicated to bringing transparency to college costs so all students are equipped to invest in their future. Mr. Nemorin is called upon often to speak on the topics of the underbanked and the importance of financial inclusion. He received his BA from the University of Florida and his MBA from the Darden Graduate School of Business Administration at the University of Virginia where he also served as an Entrepreneur in Residence. He also served as an Advisory Council Member for the Batten Institute for Entrepreneurship and Innovation, a supporter of Darden.

Job Titles:

• Chief Executive Officer
• Member of the Board of Directors
• Member of the Leadership Team
• President

Jim Triggs became President and CEO of Money Management International, Inc. (MMI) in 2019. Under his leadership, MMI has embraced technology and its employees. Since joining the organization over 25 years ago, Mr. Triggs has held several executive positions, providing vision and guidance to MMI's core national programs, including those funded and overseen by the Federal Government during unprecedented financial crises. Mr. Triggs is passionate about MMI's organizational culture. Since becoming CEO, he has led culture and Diversity, Equity and Inclusion (DEI) initiatives to meet the organization's vision. Through surveys, meetings, town halls and other tactics, Mr. Triggs and MMI adopted the following Key Cultural Attributes: Prioritize employee development and engagement. Engage in open and transparent communication. Embrace innovative and creative solutions. Foster inclusion of diverse perspective, backgrounds, values, and beliefs. Demonstrate kindness and empathy. Mr. Triggs's focus on technology, employees, efficiencies, customers, and culture are reflected in the organization's three-year strategic plan. Mid-plan, his vision of helping more people, expanding services, elevating the digital experience, and investing in employees has achieved milestones such as 360 reviews for all leaders, adoption of a DEI plan, new partnerships with organizations devoted to financial wellness, and robust online counseling for multiple services. During this same period, MMI has remained financially healthy despite the challenges of COVID-19, and has continued best in class information security, risk management, internal audit, and business continuity practices. Residing near MMI's largest contact center in Phoenix, Mr. Triggs is a speaker and subject matter expert on all consumer finance topics. He spoken at multiple national conferences regarding consumer finance, leadership, contact center technology, and organizational culture. He is also one of MMI's most quoted spokespeople in the media with appearances in/on New York Times, Washington Post, Bankrate, Wall Street Journal, Forbes, Nerdwallet, The Street, and Yahoo Finance. Mr. Triggs volunteers as President and CEO of the Board of Directors for the Surprise Sundancers, a nonprofit organization supporting the Texas Rangers and Kansas City Royals Spring Training facilities in Surprise, Arizona. The Sundancers raise funds in support of youth-related programs and projects and to date have provided over $1,500,000 in college scholarships to graduating high school seniors. He has also been elected to the NFCC Board of Trustees and serves as an Honorary Commander for Luke Air Force Base in Arizona, 156 th Maintenance and Ammunitions Division.

Job Titles:

• Chairman
• Member of the Board of Directors
• Chairman MMI Board of Directors Skip to Content
• Chief of Staff and Chief Development Officer for Ocean Risk

Karen Ancillai is Chief of Staff and Chief Development Officer for Ocean Risk and Resilience Action Alliance, Inc. (ORRAA) where she is responsible for fundraising and managing ORRAA's Board of Directors. She formerly led Ancillai Solutions LLC, a consulting practice based in Washington, DC, providing strategic advice, and board and fundraising support to nonprofit organizations doing groundbreaking work to make the ocean more resilient, advance democracy around the world, educate the next generation of world leaders, protect biological diversity, and promote equity and justice in public safety. From 2011-2017, Ms. Ancillai was a Senior Director in Philanthropic Partnerships at The Pew Charitable Trusts in Washington, DC. She led comprehensive planning projects and secured Board of Directors' approval for two consecutive multi-year strategic plans for fundraising; designed the organizational structure and recruited, hired, and trained staff to increase capacity for fundraising by 260% over six years; and stewarded the growth of Pew's donor-advised fund portfolio by 200%. Previously, Ms. Ancillai spent eight years in the Office of Development and Alumni Relations at the School of Business at The George Washington University in progressively more senior roles, culminating with Executive Director. She reimagined the Board of Advisors following the completion of a capital campaign and created the first-ever advisory board to the real estate research center, resulting in a 36% increase in revenue. Ms. Ancillai holds a BA in political communication with a journalism minor from The George Washington University, and a MEd from Northeastern University in Boston. She lives with her family in Washington, DC.

Job Titles:

• Chief Financial Officer
• Member of the Leadership Team

Job Titles:

• Member of the Board of Directors

Manny Perdomo is a former commercial banker having spent the bulk of his 35-year career with Bank of America ('00-'13) and Truist Financial Corporation (formerly SunTrust Banks '86-'98 '14-‘20). He has broad experience in corporate, commercial, and international banking, having held various client facing, risk management and leadership roles for these organizations in Tampa Bay, Miami, San Francisco, Charlotte, and in several occasions national coverage. Mr. Perdomo has been a Director of Consumer Credit Counseling Service of Greater Atlanta, Inc. since August 2016. He currently serves as the principal of Infinite Domaine, LLC which focuses on business strategic solutions, financial risk identification and mitigation, capital raises, credit & trade structures, and creating synergies in multi-cultural and multi-national situations. He has authored two novels (Ganado & Perdido) and is working on a third (Rebelde) to complete a planned trilogy.

Job Titles:

• Community Leader
• Member of the Board of Directors
• Senior Executive
• Board Chair for the Greater Miami Chamber of Commerce

Maria Alonso is a senior executive and community leader with a rich history of civic involvement in South Florida. Recently named the CEO and Dean of the new Northeastern University Miami campus, Ms. Alonso also serves as an Independent Board Director of U.S. Century Bank (NASDAQ: USCB), one of Florida's largest community banks. A former president and CEO of United Way Miami and former corporate social responsibility manager at Bank of America, Ms. Alonso has an uncanny ability to identify, connect, and leverage opportunities that benefit the community as well as participating partners and organizations. As Bank of America's corporate social responsibility manager for the Miami market, she was responsible for achieving the bank's charitable giving objectives, Community Reinvestment Act targets, and employee engagement goals, strengthening Bank of America's brand among clients, consumers, investors, and the community at large. Ms. Alonso was tapped to become United Way Miami president and CEO in August 2017. There, she guided the strategic direction, operations, and finances of the largest private funder of health and human services in Miami-Dade County. Ms. Alonso graduated from the University of Miami with a bachelor's degree in industrial engineering and earned her MBA in Marketing from Florida International University. The combination of these two educational disciplines shapes her business approach: eminently practical, while simultaneously imagining huge possibilities. Ms. Alonso has served as Board Chair for the Greater Miami Chamber of Commerce and, at Beacon Council, was a co-chair of the One Community One Goal initiative. She has served on the boards of the Miami Dade College Foundation and Camillus House, and is a member of the Latino Corporate Directors Association and National Association of Corporate Directors. Maria Alonso resides in Coral Gables with her husband Alex Montague, their energetic rescue dogs, and one "inherited" cat.

Job Titles:

• Member of the Leadership Team
• Chief External Affairs Officer

Job Titles:

• Chief Operating Officer
• Member of the Leadership Team

Job Titles:

• Member of the Leadership Team
• Senior Vice President of Industry Relations

Job Titles:

• Member of the Board of Directors
• Retired

Job Titles:

• Chief Compliance Officer
• General Counsel
• Member of the Leadership Team