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Client relationships are at the heart of everything we do

Relationships that last.

When clients work with Auriemma Roundtables, they have a long-term partner focused on collaboration, new solutions and best practices.

That’s why client relationships are at the heart of everything we do. That means being hands-on, accessible, and responsive

Here are the people you’ll be working with.

Leadership Team

  • Tom LaMagna
    Tom LaMagna
    President
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    Tom LaMagna

    President

    Tom has been with Auriemma Roundtables since 2003. He helped build and currently leads Auriemma Roundtables, which covers numerous functional areas across six verticals: credit and debit card, auto finance, consumer banking, mortgage lending, and wealth management. Under his leadership, the offerings have grown to more than 35 groups and 500+ members. The team produces more than 350 benchmarks each year and executes over 100 face-to-face meetings.  Under his oversight, the company developed VIZOR, a proprietary client portal, data repository, and delivery platform.

    Tom has 25+ years of payments experience, including various roles at Chase and First Chicago. He previously managed early-stage collections, process management in Disputes, Loss forecasting, and ebusiness.

  • Awilda Charriez
    Chief Financial Officer
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    Awilda Charriez

    Chief Financial Officer

    As Chief Financial Officer for Auriemma Roundtables, Awilda has overall leadership of the day-to-day financial and control operations of the company, including accurate and timely financial reporting to the board, lenders, and internal constituents. Other responsibilities include planning and analysis, accounting, internal controls, financial policy development, budgeting and modeling, and integration of business systems.

    Prior to joining Auriemma Roundtables, Awilda was CFO and COO of The Gate Worldwide. In this role, she was responsible for directing the financial and operational functions of the agency including internal and external resource management, strategic financial leadership, client support and contract compliance. Awilda graduated from Baruch College with a degree in Accounting.

  • Ed Falco
    Ed Falco
    Managing Director
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    Ed Falco

    Managing Director

    Ed oversees Auriemma Roundtables’ delivery efforts across all its groups.

    Ed has spent 20+ years in various operational and marketing delivery roles at Citi, Bank of America, and a subprime lender. He earned a BS in Business Administration from the State University of New York and an MBA in Finance from Hofstra University.

  • Lindsey Jacoby
    Lindsey Jacoby
    Senior Director
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    Lindsey Jacoby

    Senior Director

    As a Senior Director at Auriemma Roundtables, Lindsey is a member of the Leadership team responsible for the strategic vision and growth of the business. She leads the Business Practice Strategy area, which manages changes to the business model structure, policies, procedures, vision, and direction of the company to ensure that value is delivered to clients and the business is operating effectively and efficiently to best position the Roundtables line of business for growth.

    Prior to joining Roundtables, Lindsey worked as a news editor and reporter for trade publications in the public relations and credit union industries. As a reporter for Credit Union Times, she covered auto lending, student lending, fraud, financial literacy, savings, collections, agricultural lending, and wrote a monthly column on the banking needs of Generation Y. Lindsey graduated magna cum laude from Marist College with a BA in Journalism and Communications.

  • Stacey Jerrold
    Stacey Jerrold
    Chief Administrative Officer
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    Stacey Jerrold

    Chief Administrative Officer

    Stacey serves as the CAO of Auriemma Roundtables, as well as Auriemma Group. She oversees Human Resources, Information Technology, and Administrative Services.

    Stacey previously worked in executive leadership roles in the financial services, non-profit, and retail sectors. Devoted to lifelong learning, Stacey holds a MBA and the SPHR and SHRM-SCP certification. She is a certified business coach and career counselor.

  • Phylip Jones
    Phylip Jones
    Senior Director
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    Phylip Jones

    Senior Director

    Phylip leads Auriemma Roundtables’ efforts in implementing new growth strategies and product development opportunities. He is primarily focused on expanding market presence, developing new Roundtables, and delivering innovative solutions to existing clients.

    Phylip has worked as a marketing and business development strategist at leading Fortune 500 companies within the capital markets sector. His roles have ranged from advising and executing product management to sales and client retention. Phylip graduated from Morehouse College with a BA in Business Administration with a concentration in Marketing.

  • Diana Middleton
    Diana Middleton
    Senior Director
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    Diana Middleton

    Senior Director

    Diana oversees all aspects if delivery and execution for several Roundtables, typically for Product Heads in Credit Card and Personal Loan. She also leads the firm’s Knowledge Partner program and is responsible for special projects, including branding and marketing strategy.

    Prior to joining Auriemma Roundtables, Diana created and produced large-scale, global conferences for the prepaid, gift card, and fintech industries. Previously, she was a staff reporter at the Wall Street Journal, covering executive education and management issues. Diana graduated magna cum laude from the University of Florida.

  • Michael Viola
    Michael Viola
    Chief Operating Officer
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    Michael Viola

    Chief Operating Officer

    Mike manages Operations for Auriemma Roundtables, which includes service and delivery across the US and Canada. He also oversees benchmarking and analytics, leading new product development and the evolution of the company’s proprietary system VIZOR. Mike is also involved in a variety of consulting engagements including operational reviews, market studies and assessments, and technology assessments.

    Mike spent several years in the IT sector where he developed strong technical and analytical proficiency. Mike earned a BS degree in Business Management from Stony Brook University with a minor in Information Technology/Computer Science. He also served as an Advisory Board Member for the American Banker’s Association Bankcard School in 2009.

Senior Team Members

  • Marjorie Beliah
    Director
    Contact Marjorie:
    mbeliah@roundtables.us
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    Marjorie Beliah

    Director

    Marjorie joined Auriemma Roundtables as bookkeeper in 2007 and currently serves as Director of Accounting for the firm. Marjorie leads major projects, such as automating the expense management process.

  • Louis Buccheril
    Louis Buccheri
    Director
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    Louis Buccheri

    Director

    Louis leads business analytics for Auriemma Roundtables, delivering insights and intelligence that help the company better serve clients and operate more efficiently. Additionally, in his role as co-manager of Quality Assurance and Business Practice Strategy, he promotes the continuous improvement of client deliverables and drives execution of the firm’s strategic agenda.

    Louis is a business writer turned data storyteller. He joined Auriemma Roundtables in 2011 as an Associate before managing thought leadership and regulatory correspondence for the firm. Louis has a B.A. in English-Journalism from Fairfield University.

  • Kathy Castle
    Kathy Castle
    Senior Director
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    Kathy Castle

    Senior Director

    Kathy manages a diversified mix of Auriemma Roundtables with a focus on Auto Finance and Customer Service groups. Her portfolio of Roundtables includes the Auto Dealer Finance, Auto Finance Loyalty, Auto Originations, Auto Remarketing, Auto Customer Service, Canadian Auto Operations, Card Customer Service, Consumer Banking Customer Service, Bank Back Office Operations, Retirement Customer Service, Vendor Management, and Workforce Management Roundtables. Kathy is also a key contributor on related consulting engagements.

    Kathy spent 20+ years managing operations for credit card, mortgage, and auto finance products while at Chase Manhattan Bank and New Century Mortgage. She has held positions in marketing, operations management, financial analysis, risk management, and fraud prevention. Kathy has a BS degree in Economics from Cornell University and an MBA in Finance from Hofstra University’s Graduate School of Business.

  • Vincent Cheng
    Senior Manager
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    Vincent Cheng

    Senior Manager

    Vincent supports Auriemma Roundtables’ efforts in developing new Roundtables  and evaluating new verticals for market entry. He is focused on growing new and existing markets, along with delivering the proper solutions to clients.

    Prior to joining Auriemma Roundtables, Vincent worked as a client relationship manager at Fortune 500 companies within the financial services industry. Previously, his experience focused on marketing solutions to acquire new relationships and proactively foster relationships with existing clients to ensure financial needs were met. Vincent earned a BA from John Jay College, CUNY.

  • Tami Corsi
    Senior Manager
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    Tami Corsi

    Senior Manager

    Tami is responsible for driving growth within Auriemma Roundtables’ established products. She is primarily focused on deepening Auriemma Roundtables’ relationships across the Auto, Consumer Banking, Card, and Multi-Vertical sectors, identifying new roundtable opportunities within the FinTech Space, and delivering white glove service to clients.

    Tami was previously a client development representative in the Healthcare industry, working primarily with C-Level Executives from hospital systems, insurance providers, and pharmaceutical companies. Her experience has included sales development, end-to-end client service, developing add-on products, and marketing. Tami graduated from Western Connecticut State University with a BA in Marketing as well as most recently, completing a certificate program for Healthcare Management at the Yale School of Management.

  • William Franz
    Director
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    William Franz

    Director

    Bill spent 25+ years directing the development of consumer and small business credit products, strategic marketing action plans and corporate strategy while at Empire National Bank, Atlantic Bank and Long Island Savings Bank.

    He has held positions in consumer and small business lending, marketing, retail banking, investor relations and asset & liability management.  Bill has a BA degree in Economics from Manhattanville College and an MBA from St. John’s University in Marketing Management.

  • Ira Goldman
    Ira Goldman
    Senior Director
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    Ira Goldman

    Senior Director

    Ira manages a portfolio of Roundtables mainly focusing on customer-facing functions. He directs the Card Chargeback, Card Fraud Control, and Consumer Banking Fraud Control Roundtables. Ira is a strategic thought leader in operational excellence and business process re-engineering. He is also influential on key operational consulting engagements.

    Ira has been in the payments industry for 35+ years and has held senior positions in customer service, operations, finance, and marketing at JPMorgan Chase. Ira received an MBA in Finance from Fordham University.

  • Craig Grimes
    Director
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    Craig Grimes

    Director

    Craig has spent 30+ years managing Call Center Operations at Capital One, PayPal, American Express and Wells Fargo. He has held positions in Collections, Fraud Prevention, & Customer Service. Craig has a BS degree in Political Science from Norfolk State University. He is a native of Richmond, Virginia, and currently resides in Charlotte, North Carolina.

  • Troy Huth
    Director
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    Troy Huth

    Director

    Troy’s portfolio of roundtables includes Bank Fraud Control, Internal Fraud, CISO, Customer Experience and Complaints, Deposit Operations & Business Process Automation, and Vendor Management.

    Troy brings with him 30+ years in the financial servicing industry serving in a variety of roles including branch operations, call center management, IT Management, Product Management and most recently Fraud Strategy and Operations while at Bank of America and USAA.  Troy has a BS degree in Management from Wayland Baptist University and is a Certified Fraud Examiner (CFE).

  • Russ Kotlicky
    Senior Director
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    Russ Kotlicky

    Senior Director

    As a Senior Director at Auriemma Roundtables, Russ leads the Auto and Card Collections groups.

    Russ brings 25+ years of experience in the financial services industry to Auriemma Roundtables. Prior to joining the company, Russ was President and Founder of LeadOps Consulting, assisting clients with operational business benchmarking, leadership and continuous improvements.  Leveraging his industry expertise from BenchMark Consulting International and his leadership role of Director of Collections at Harley-Davidson Financial Services, he had successfully led the teams operationally and strategically.  In addition, he held prior leadership roles at Aon/Premier Auto Finance, Audi Financial/Volkswagen Credit Inc., and Morgan Stanley.  Russ earned a BS from Indiana University Kelley School of Business, Bloomington, Indiana and his MBA from DePaul University in Chicago, Illinois.

  • Jaime Paz
    Director
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    Jaime Paz

    Director

    Jaime manages a diversified mix of Auriemma Roundtables with focus on Credit Card Fraud & Risk. troy

    Jaime spent the last 12+ years providing Operational and Fraud & Risk support for large variety of Credit Unions & Banks while at Visa Inc.  He has held positions of Director in Fraud Products & Sr. Manager on the Client Success team.  Jaime has a BS degree in Business Management & a master’s degree in Accounting and Finance Management.

  • James Schanck
    Manager
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    James Schanck

    Manager

    James supports Auriemma Roundtables’ delivery efforts across all its groups. He joined Auriemma Roundtables in 2018 as an Associate before managing a team of five. James also provides training and guidance to junior team members of the firm.

    Prior to joining Auriemma Roundtables, James worked as a paid search analyst at Razorfish responsible for monitoring and maintaining the USAA Credit Card campaign development and activation. James earned his B.A. in Marketing and Communications from the Farmer School of Business at Miami University, Oxford, OH.

     

  • Steve Sion
    Director
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    Steve Sion

    Director

    Steve oversees the Credit Bureau, Card Customer Service, Bank Customer Service and Workforce Management Roundtables. He has over 25 years of experience leading large call center operations supporting deposits, credit cards, online banking, business banking, consumer lending and sales for several financial institutions including Citibank, Chemical Bank, Mellon and PNC. Steve has led strategy, vendor management and project management areas and worked in consulting as a Senior Manager with Accenture. Steve is a past president of the American Teleservices Association and has been an active member in several industry groups, including Auriemma’s Credit Card Customer Service Roundtable. Steve has a BA in Communications from Seton Hall University.

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