About BITS

Staff

Paul Smocer

Paul N. Smocer

As President Paul oversees BITS, the technology policy division of The Financial Services Roundtable. Previously, Paul served as President of the FSTC divison of the Roundtable and worked to integrate BITS' and FSTC's work. Paul joined the Roundtable in February 2008 as Vice President of Security. In this role, he led BITS' work in promoting the safety and soundness of financial institutions through best practices and successful strategies for developing secure infrastructures, products and services.


Prior to BITS, Paul focused on technology risk management at BNY Mellon and leading information security at the former Mellon Financial Corporation. Paul was previously the CISO and manager of Mellon Financial Corporation’s Technology Assurance Services Division, responsible for information security and technology risk management. Paul began his career at Mellon in 1974 when he joined its Information Technology Audit group. Paul worked in that group until 1978 when he left to join another Pittsburgh-based institution. Paul started up that institution’s information technology audit function and managed that function until 1984 when he became its Chief Auditor. While at that institution, Paul was ultimately responsible for the internal audit, risk management, and corporate compliance functions. Paul returned to Mellon in April 1997 as a division manager in its Audit and Risk Review Department where he managed the technology audit group. While at Bank of New York Mellon and at Mellon, he was actively engaged with BITS as a member of its Vendor Management Working Group, Chair of the Security Steering Committee in 2005 and 2006, and as Chair of the former Operational Risk Committee in 2004. Paul has over thirty years' experience in technology, security and control functions. Paul is a magna cum laude graduate of Indiana University of Pennsylvania with a degree in Business Management concentrating in Business Systems.

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John Carlson

John Carlson

Executive Vice President

John.Carlson@FSRoundtable.org

John W. Carlson is Executive Vice President of Technology Risk at the Financial Services Roundtable’s BITS. The technology risk program includes cybersecurity, vendor management, emerging technologies and collaboration with US government agencies and other associations, such as the Financial Services Sector Coordinating Council (FSSCC).

Carlson re-joined BITS in December 2011 after serving as a Managing Director of Morgan Stanley where he managed programs involving supplier risk, new product approval, environmental risk and board-approved policies. From 2002 until 2010, as BITS Senior Vice President, John held various roles in regulatory, security, vendor management, and crisis management initiatives. From 1993-2002, he served in a variety of leadership roles at the Office of the Comptroller of the Currency, including Director of Bank Technology and Y2K Supervision Policy. Prior to 1993, John worked at the U.S. Office of Management and Budget, Federal Reserve Bank of Boston, and United Nations Center for Human Settlements.

Carlson holds a Masters in Public Policy from the Kennedy School of Government at Harvard University and a B.A. from the University of Maryland, where he served on the Board of Regents.

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Nancy Guglielmo

Nancy Guglielmo

Vice President

Nancy.Guglielmo@FSRoundtable.org


Nancy Guglielmo is the Vice President of the BITS Fraud Reduction Program, defining, managing and implementing member –identified projects, including developing best practices, successful strategies, guidelines, white papers and advisories. Nancy is focused on identifying trends and examining risks associated with current and evolving fraud trends through information sharing forums and collaboration with law enforcement agencies, federal regulators and technology service providers. Previously, Nancy served in a variety of roles at HSBC including management positions in Fraud Policy, Fraud Strategy, and Privacy and Security. In addition, Nancy worked at Household Credit Services, the Department of the Navy and at AT&T focusing on Information Security, Business Analysis and Network and System Administration. Nancy has an MBA in Finance from Golden Gate University and BS in Mathematics from Moravian College.

 

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Andrew Kennedy

Andrew Kennedy

Senior Program Manager

Andrew.Kennedy@FSRoundtable.org

Andrew Kennedy joined BITS in 2008 and is currently Senoir Program Manager for BITS' Security initiative. He previously also was project manager for the BITS Vendor Management Program. He interned at BITS in 2006 while earning his degree from Cal State East Bay. Previously, Andrew worked as an IT professional and Security consultant with over a decade of experience working in the biotech and software industry in California.

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Josh Magri

Regulatory Counsel for Technology and Operations Policy

Josh.Magri@FSRoundtable.org

Josh Magri is Regulatory Counsel for Technology and Operations Policy at the Financial Services Roundtable/BITS. In this role, Magri oversees regulatory, advocacy, and policy efforts on issues related to cybersecurity, data security and privacy, and Bank Secrecy Act/Anti-Money Laundering. Prior to joining FSR, Magri was the Associate Vice President at the Internet Security Alliance, a multi-sector cybersecurity trade association, where he helped develop cybersecurity policy that was largely incorporated into Presidential Executive Order 13636 – Improving Critical Infrastructure Cybersecurity. Before moving to the Washington area, Magri was a prosecutor in the Bronx County District Attorney’s Office. Tenured in both the Appeals and Rackets Bureaus, he handled felony and misdemeanor investigations, prosecutions, and appeals. Magri graduated Boston College with a B.A. in Economics and earned a J.D. from Boston College Law School. Following law school, he clerked for the Honorable Fernande Duffly at the Massachusetts Appeals Court. A Boston native, Magri and his wife have made suburban Washington, D.C. their home.

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Denise Miller

Denise Miller

Executive & Communications Assistant

Denise.Miller@FSRoundtable.org


Denise Miller joined BITS in July 2012 as the Executive & Communications Assistant. She administrates several BITS projects and working groups, and provides end-to-end support for the communications/member relations team. Denise brings years of experience in the non-profit and association world. She comes to BITS from the International Sign Association where she worked in several different roles, most recently managing the education programs. Prior to moving to the metro DC area she worked for the Seminole County Public School system in central Florida again in many different roles but primarily as Executive Assistant with the Community Involvement Department.

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Jim Pitts

Jim Pitts

Senior Project Manager

Jim.Pitts@FSRoundtable.org

Jim Pitts is a Senior Project Manager at BITS. He came to BITS in March 2010 to manage technology centric projects, special interest groups, and other initiatives. His current focus is Mobile Financial Servcies and Vendor Management issues. Previously, he worked with the Financial Services Technology Consortium (FSTC) for several years as the managing executive of the Payments Standing Committee. Jim was with EDS for 25 years working in multiple executive operations positions within their financial and insurance group, and finally as division president of U.S payment services. He is also the author and producer of the 'Surfing Payment Channels' book series focused on emerging payments technology along with associated security and fraud issues. Jim is a native of Dallas, Texas, where he earned a BBA from Southern Methodist University with emphasis in Management Science and Organizational Behavior.

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Jordan Quinn

Jordan Quinn

Manager of Government Affairs for Policy

Jordan.Quinn@FSRoundtable.org


Jordan Quinn is the Manager of Government Affairs for Policy at FSR and also serves as Account Manager for FSR’s Midsize Bank members. In her role with GA, Quinn is responsible for coordinating meetings, projects, and supporting the overall GA department while working to advocate on behalf of FSR members. As an FSR Account Manager, Jordan acts as the lead point of contact for Midsize Bank members and works to enhance member’s overall participation and experience. Her background in sports team leadership allows her to effectively communicate and connect with members. Quinn joined the Financial Services Roundtable in August 2012. Prior to joining FSR as a staff member, Quinn was an intern with FSR’s Housing Policy Council. Quinn holds a B.A. in Government and a minor in International Studies from Franklin and Marshall College.

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Roxane Schneider

Roxane Schneider

Senior Manager

Roxane.Schneider@FSRoundtable.org

Roxane Schneider is the Senior Manager for the BITS Fraud Reduction Program. She facilitates direct communication with BITS members and industry partners to identify fraud trends, emerging threats and areas where BITS program initiatives should be focused including coordinating meetings, projects and deliverables. Roxane joined BITS in December 2010 as an administrative assistant to senior staff and the Project Management Office Special Interest Groups. She came to BITS as an intern in 2010 after graduating from the University of Central Florida with a B.A. in Political Science and a minor in Mass Communication. Roxane is currently pursuing a Master of Science (MS) degree in Economic Crime Management.

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Craig Schwartz

Craig Schwartz

Managing Director, fTLD Registry Services, LLC

craig@ftld.com

Craig Schwartz is Managing Director of fTLD Registry Services, LLC (fTLD), a joint effort with The Financial Services Roundtable and the American Bankers Association to operate global top level domains (gTLD) to serve the financial services and other communities that would benefit from gTLDs. He joined BITS in 2011 as General Manager for Registry Programs to lead the organization's strategic response to the Internet Corporation for Assigned Names and Numbers' (ICANN) gTLD program. Previously, Craig served as Chief gTLD Registry Liaison at ICANN, where he was the primary point of contact for registry business partners. Prior to ICANN, Craig was with Widmeyer Communications, a DC-based public relations and strategic communications firm, for nearly a decade and most recently as Vice President, Operations. Craig earned his B.S. in Finance from the University of Maryland.

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