The Financial Services Audit Center is a specialty center of The IIA led by Center Director
Cassian Jae and supported by a group of experienced financial services volunteers, the Financial Services Advisory Board.
Financial Services Advisory Board
The Financial Services Advisory Board is dedicated to advancing auditors in the financial services industry. Board members are nominated and elected each year to serve a term of up to three years.
The Board serves in an advisory capacity and develops the strategic initiatives to enhance the value of the Center for financial services auditors.
O. Dale Jeanes, CIA, CCSA, CFSA,
General Auditor, BB&T – Winston Salem, NC
Steven D. Beaton, CIA, CFSA
Vice President, Audit Services, USAA – San Antonio, TX
Jennifer F. Burke
Partner, Crowe Horwath LLP – Lexington, KY
R. Bradley Carroll, CIA, CFSA, CRMA
Senior Vice President - Director Internal Audit, State Bank & Trust Company – Atlanta, GA
Michael Cowell, CIA
Senior Managing Director, Chief Auditor, TIAA – Charlotte, NC
Denise M. DeMaio
General Auditor & Managing Director Internal Audit for the Americas MUFG Union Bank, N.A. – New York, NY
Travis Finstad, CIA
SVP, Director of Internal Audit, Zions Bancorporation – Salt Lake City, UT
Head of Audit, Dollar Financial Group – Berwyn, PA
Andrew J. Jackson, CIA
Chief Audit Executive Officer, TCF Financial Corporation – Minneapolis, MN
Chief Risk Review Officer & General Auditor, KeyCorp – Westlake, OH
Managing Director – Chief Auditor, Citibank N.A.
Tracy L. Sokol, CIA, CRMA
VP Internal Audit, State Farm Insurance – Bloomington, IL
Vernon H. Stafford, Jr.
EVP & Chief Audit Executive, First Horizon National Corporation - Memphis, TN
Greenwood Village, CO
Senior Vice President and Chief Auditor, TD Bank Group
Edmund C. Weiss, CFSA
Managing Director, Protiviti – Woodbridge, NJ