Office of Finance and Professional Services

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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, American Council of Life Insurers

Office of Finance and Professional Services Leadership Team

 
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Paul Thanos
Office Director
 
 
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Erik Lenz
Team Lead, Finance and Banking
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Patrick Zimet
Acting Team Lead, Risk, Insurance, and Professional Services
 

Risk, Insurance, and Professional Services Team Members

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Rachel Alarid
Adult Education and Training, Distance Learning, Education, Higher Education, Primary Education, Secondary Education, Trade Schools
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Michael Corbin
Insurance, Pensions, Asset Management, Insurtech, Staff lead for OECD Insurance and Pensions Committee
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Israly Echegaray
Insurance, Health Insurance, Insurtech, Financial Services Diversity, Equity and Inclusion (DEI)
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Andrew O’Neil
Accounting Services, Architecture, Engineering, and Construction Services, Legal Services, Management Consulting Services, ITAC 10 Designated Federal Officer
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Peyton Weber
Digital Assets, Education Technology, Training and Workforce Development, and the Future of Work

Finance and Banking Team Members

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Morgan Grantner
Payments, EXIM Bank Board Liaison, OECD SMEE Committee
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Lauren Knight
DFC Board Liaison, Development Finance, ESG
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Vincent Tran
Blockchain, Fintech, APEC Financial Services
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Scott Schmith
Banking, Securities, Fintech, Climate Finance, CFIUS
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Chris Rosettie
Trade and Investment Lead, FPS CFIUS Coordinator