Office of Finance and Professional Services

The Office of Finance and Professional Services (FPS) leads and implements policy and trade promotion workstreams impacting the competitiveness of U.S. finance, insurance, and professional services industries. This includes providing analysis and support for U.S. multilateral financing for U.S. exports and development, fostering sustainability across all services industries, facilitating the growth and development of innovative and inclusive segments of finance, representing the Department in bilateral and multilateral trade and global forums, and seeking worker focused approaches to competition challenges.

DOC is the only US Government Agency assisting U.S. insurers and reinsurers in expanding export markets for insurance.

-Brad Smith, American Council of Life Insurers

Office of Finance and Professional Services Leadership Team

Paul Thanos

Office Director

Erik Lenz

Team Lead, Finance and Banking

Patrick Zimet

Acting Team Lead, Risk, Insurance, and Professional Services

Risk, Insurance, and Professional Services Team Members

Rachel Alarid

Adult Education and Training, Distance Learning, Education, Higher Education, Primary Education, Secondary Education, Trade Schools

Michael Corbin

Insurance, Pensions, Asset Management, Insurtech, Staff lead for OECD Insurance and Pensions Committee

Israly Echegaray

Insurance, Health Insurance, Insurtech, Financial Services Diversity, Equity and Inclusion (DEI)

Andrew O’Neil

Accounting Services; Legal Services; Management Consulting Services; Architecture, Engineering, and Construction Services; Cross-Border Trade in Services; ITAC-10 Designated Federal Officer