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

Profile photo of Paul Thanos
Paul Thanos
Office Director
profile photo of Erik Lenz
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
profile photo of Michael Corbin
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)
Profile image of Andrew O'Neil
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
Profile Photo of Peyton Weber
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
profile photo of Lauren Knight
Lauren Knight
DFC Board Liaison, Development Finance, ESG
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Vincent Tran
Blockchain, Fintech, APEC Financial Services
profile photo of Scott Schmith
Scott Schmith
Banking, Securities, Fintech, Climate Finance, CFIUS
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Chris Rosettie
Trade and Investment Lead, FPS CFIUS Coordinator