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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.

  • 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.

  • Diana Middleton
    Diana Middleton
    Head of Marketing & Knowledge Partnerships
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    Diana Middleton

    Head of Marketing & Knowledge Partnerships

    Diana oversees all aspects of corporate and product marketing for Auriemma Roundtables, acting as a key partner and enabler for the business to identify opportunities for growth and innovation. She created and oversees the Knowledge Partner line of business, which connects Roundtable members with third-party experts and industry innovators.

    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.

  • Doug Nussman
    Managing Director, Sales & Business Development
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    Doug Nussman

    Managing Director, Sales & Business Development

    Doug Nussman is the Head of Sales and Business Development at Auriemma Roundtables where he leads the team in extending our current footprint as well as expanding into new verticals.

    He has over two decades of experience in the Financial Services industry, specifically helping clients implement meaningful initiatives that deliver value. Doug has been part of data and partnership sales teams and brings that expertise to Auriemma to grow our Data and Knowledge Partner offerings.

  • 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 currently serves as Director of Finance for Auriemma Roundtables and has been with the firm since 2007. Marjorie guides major projects providing strategic leadership in the areas of accounting, financial reporting, financial analysis, policy development and procedural improvement. In addition to managing fiscal and operational systems including integration and implementation.

    Marjorie has over 20 years of expertise and results guiding the finance and accounting activities within publishing, wellness, and consulting industries. Marjorie serves on the board for SestraNow Foundation, Inc. In addition to her professional work, Marjorie is a Reiki Master, Chopra Center Certified Health Instructor and healing arts practitioner specializing in sound healing, energy work and more. Marjorie holds a Bachelor of Arts degree in Multidisciplinary Studies from Stony Brook University.

  • 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.

  • Tami Corsi
    Director
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    Tami Corsi

    Director

    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.

  • Bobbi Ewelt
    Bobbi Ewelt
    Branded Content and Thought Leadership Director
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    Bobbi Ewelt

    Branded Content and Thought Leadership Director

    Bobbi advances our creation and execution of the content aspects of insideARM and Knowledge Partner for AR. She develops, consults on, and delivers content that deeply resonates with our target audience across an array of channels. Examples of content includes paid webinars, speaker series, whitepapers, and Knowledge Partners Roundtables (both at individual Roundtables and Summits).

    Prior to joining Auriemma Roundtables, Bobbi worked in research, marketing, product marketing, and partner management for First Data, Liberis, and FIS Global. She earned a BA in Communication from the University of Minnesota – Twin Cities and an MBA from Regis University in Denver, CO. Mid-career, Bobbi was awarded a Fulbright Grant from the US Department of State in which she taught a consumer behavior class and advised entrepreneurs in writing business plans at the Universidad del Pacifico in Lima, Peru.

  • 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.

  • Don Hoegg portrait.
    Don Hoegg, Jr.
    Content Marketing Manager
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    Don Hoegg, Jr.

    Content Marketing Manager

    Don is responsible for telling the Auriemma Roundtables story and building its brand and web presence. He supports the sales and marketing teams by developing original, compelling content that demonstrates the value Roundtables and other products deliver to members. 

    Don draws on an extensive background in professional communications. He previously ran his own consulting firm and has worked in the retirement industry and the public sector. Early in his career, he was a reporter, covering state and local government. 

    Don graduated from Temple University and holds a Master of Public Administration from the University of Pennsylvania. He resides in his adoptive hometown of Philadelphia. 

  • 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).

  • 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.

  • Glenn Kranis
    Director
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    Glenn Kranis

    Director

    Glenn manages a diversified mix of Auriemma Roundtables with a focus on Auto Finance groups.

    Glenn spent 20+ years building service delivery teams that focus on organization-wide efforts for continuous improvement initiatives to ensure customer satisfaction. His professional experience was gained working for companies such as Santander Consumer USA, Wells Fargo Dealer Services, ADP Brokerage Services, and Citigroup, as well as taking on some challenging roles including quality trainer, business facilitator, and director of quality. He was honored to receive the Humanitarian Award for Diversity and Inclusion in 2022.

  • 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.

  • Missy Meggison
    Director/General Counsel
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    Missy Meggison

    Director/General Counsel

    Missy Meggison currently serves as the Co-Executive Director of the Consumer Relations Consortium as well as General Counsel and Editor of insideARM. She has been in the Accounts Receivable Management (ARM) industry for over 16 years. Within that time frame, she has litigated collection accounts, managed a multijurisdictional collections law practice, worked as in-house counsel for a national mortgage servicer, and served as the General Counsel and Chief Compliance Officer for a national collection agency and debt buyer.

    As Co-Executive Director of the Consumer Relations Consortium, Missy works with some of the largest ARM entities in the country to facilitate communication and collaboration regarding the most relevant issues of the day. Further, she facilitates meetings with regulators and advocates so CRC members can share their experiences and convey the message that consumer protection and debt collection are not mutually exclusive ideas. They can and should co-exist.

  • Warren Murphy
    Director
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    Warren Murphy

    Director

    At Auriemma Roundtables, Warren develops and executes new Roundtable concepts and data solution sales.

    Warren has diversified experience in financial services, focusing on strategic growth and capital markets within FinTech, and emerging technology industry. His previous roles range from sales execution of enterprise solutions for buyside/sell-side institutions & Fortune 500 corporates to late-stage growth equity/ venture debt raises for technology startups. Warren graduated from Centenary University with a BA in Business Administration and a concentration in Management/Accounting.

  • 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.

    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.

     

  • Zeenat Shah
    Zeenat Shah
    Director
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    Zeenat Shah

    Director

    Zeenat is responsible for developing and execution of sales strategies aimed at fostering growth for Auriemma Roundtables’ existing product line. Her primary objective is to enhance the company’s relationships across various sectors.

    With over two decades of experience in account management and sales, Zeenat has consistently achieved impressive sales results through strategic prospecting, relationship cultivation, and market expansion initiatives. Most recently, she served as a Global Account Director, focusing predominantly on engaging with C-Level Executives within the Global 500 firms.

  • 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.

  • Sheldon Stewart
    Director
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    Sheldon Stewart

    Director

    Sheldon manages a diversified mix of Auriemma Roundtables and supports our many groups using his experience.

    Sheldon has over 25 year working and managing various aspects of industrial banks managing settlement operations, collection and recovery, fraud, credit reporting, auto/recreational lending, vendor management, and enterprise risk at Merrick Bank, GE Capital, and Discover/Morgan Stanley to name a few. He has held positions in operations, finance, business process outsourcing, risk, marketing, and fraud.  Sheldon has a BS degree in Finance from the University of Utah and an MBA in Global Management from the University of Phoenix.

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