Dallas Board of Directors

ALPFA Dallas Board of Directors

BOARD OF DIRECTORS

Edgar Rosillo

President
ALPFA

Edgar Rosillo

President
Deloitte

Edgar Rosillo works at Deloitte as a Tax Manager in Global Employer Services. He provides global mobility tax planning and compliance services to companies across various industries. Prior to the beginning of his career, he attended the University of San Antonio and completed his bachelor degrees in accounting and finance and earned his master’s in accountancy in 2011. He joined ALPFA in 2008 and has since been committed to helping the organization succeed by empowering and mentoring Latino professionals and students across all industries and majors. Edgar is currently the Vice-President of ALPFA’s DFW professional chapter and the President of Deloitte’s Hispanic Network. He is also a Sunday-school teacher alongside his wife, participates in the yearly MS 150 bike ride to raise funds for multiple-sclerosis research, and volunteers as much as his schedule allows with other Dallas non-profits, including Habitat for Humanity. He has been continuously recognized by Deloitte for his Diversity and Inclusiveness efforts and for his leadership in recruiting and training at the firm. During his spare time, Edgar enjoys trading stocks, working out and cooking healthy meals with his wife. Edgar Rosillo puts his family first and utilizes his passion to help and encourage others to work hard and smart for the legacy they want to accomplish.

Katrina Champeny

Immediate Past-President
ALPFA

Katrina Champeny

Immediate Past-President
Toyota

Katrina Champeny recently joined Toyota Financial Services as an International Operations Business Analyst for the Americas Oceania Region. In her current role she is responsible for reporting business results and trends to regional executive leadership as well as identifying innovative solutions for the business by using Toyota Business Practice methods. She brings with her more than 10 years of experience supporting strategic global initiatives for leading organizations such as Deloitte, EY and Hewlett Packard. Katrina received her Bachelor of Business Administration Degree from the University of Wisconsin – Eau Claire where she double majored in Marketing and Spanish and graduated with distinction. She is the President of the Association of Latino Professionals for America (ALPFA) in the Dallas/Fort Worth area and has been a member since 2015.

Ramon Santillan

EVP, Strategy
ALPFA

Ramon Santillan

EVP, Strategy
Persuasive Interview

Instead of asking how you can be successful, ask how you can be useful” is a quote that has guided Ramon throughout his life and taken him on a path typically less traveled. He has worked for the world’s largest accounting firm, the world’s largest oil driller, the world’s largest deathcare provider, created his own tax consulting firm, and for the past 7 years has been an interview and negotiation coach through his own company www.PersuasiveInterview.com. Ramon has been involved with ALPFA since 2001 when, as an Accounting Junior at the University of Texas, he was invited to attend the 2001 ALPFA Conference held several days after the 9/11 terrorist attacks. Seeing several thousand people - people that looked like him, spoke like him, and were what he wanted to be - potentially risk their lives to attend the conference made a big impact on him. He knew he needed to be part of this organization. Immediately after the conference, he became the first student liaison for the ALPFA Austin chapter. After graduating and moving to Houston, a city he had never even visited, he joined the ALPFA Houston chapter as Historian which led to serving in other positions including Vice President, President and ultimately, Past-President Advisor. During his time serving the community through ALPFA Houston, he met wonderful friends, mentors, and helped develop hundreds of professionals, many of whom he still stays in contact with today. Originally from Brownsville, Texas, he met his wife, Aimee, in Houston where their two children were born. After 15 years of living in Houston, the Santillans recently moved to the DFW area and are excited for this next phase in their lives and careers. Using the same pattern that made him successful in Houston, Ramon joined the ALPFA DFW chapter as soon as he arrived and is now serving in the Vice President-Operations role.

Jose de la Cruz

EVP, Operations
ALPFA

Jose de la Cruz

EVP, Operations
Weaver

BIO COMING SOON!

Ruth Pitts

Secretary
ALPFA

Ruth Pitts

Secretary
AT&T

Ruth Maria-Karkiewicz Pitts
LinkedIn

Ruth Pitts is a Senior Business Manager at AT&T and has been with the company for 4 years. Currently, Ruth is working with big data as a lead financial analyst reviewing technical business cases to assess the potential value that they may bring to AT&T through the use of data analysis and automation. Prior to this role, Ruth gained insight into other areas of the company as a technical lead, IT Program Manager, and as a Software Delivery Project Manager. Prior to AT&T, Ruth performed consulting work with various agencies/branches within the government. Ruth received her MBA with concentrations in Management of Information Systems, Information Assurance, and Management of Technology from the University of New Mexico. Additionally, Ruth has an BBA with a concentration in International Management and Marketing with a minor in Spanish. Ruth became a member of ALPFA while she was a student at the University of New Mexico and has continued her membership for the last 8 years. Currently, Ruth is the Secretary of of ALPFA’s DFW professional chapter.

Javier Rodriguez

Treasurer
ALPFA

Javier Rodriguez

Treasurer
Morgan Stanley

Javier Rodriguez works at Morgan Stanley as a Financial Advisor in Plano, Texas. He emphasizes financial planning and risk-based analysis to help Latinos, business owners, and retirees visualize the potential for their financial progress. Prior to the beginning of his career, he attended the University of Arkansas and completed his bachelor degrees in finance and accounting in 2016. He joined ALPFA in 2017 and has since been committed to helping the organization succeed by empowering and mentoring Latino professionals and students across all industries and majors. Javier is currently a member of the Economic and Business Development Committee for the Regional Hispanic Contractors Association (RHCA). He participates yearly in the Yellow Rose Gala to raise funds for multiple-sclerosis research. During his spare time, Javier enjoys playing soccer, working out, hunting and cooking. Javier is passionate about sharing his experiences to help guide those who work hard and strive for their full potential.

Livio Perez

Strategic Partnerships I
ALPFA

Livio Perez

Strategic Partnerships I
Liberty Mutual Insurance

BIO COMING SOON!

Daniel Palos

Strategic Partnerships II
ALPFA

Daniel Palos

Strategic Partnerships II
PwC

Daniel is a tax director in PwC’s PCS practice in Dallas with over 9 years of experience servicing private and public companies of all sizes. Daniel specializes in tax compliance, consulting, and structuring with respect to the entire lifecycle of a business, from the initial purchase, or start-up, through the growth period, to the initiation of the exit strategy or maturity phase. He has considerable experience in serving clients in a variety of industries, including services, construction, pharmaceuticals, and manufacturing. He brings a trusted business advisor mindset when serving his clients with the goal to understand their business strategy, pain points, and priorities, and offers a unique experience rooted in understanding his client’s financial statement process and the importance of related considerations, such as systems, internal controls, budgeting, and the implementation of new accounting pronouncements. Daniel received a BS in Accounting and a Masters of Taxation from Southern Methodist University in 2010. He is also a certified public accountant and a member of the Accounting Institute of Certified Public Accountants. Daniel leads the Dallas chapter of PwC’s Latino Inclusion Network and is involved in the firm’s diversity and inclusion efforts. He has been part of the PwC delegation team at multiple ALPFA conventions. He resides in Dallas with his wife Amanda and daughters Amelia and Izzy.

Abner Rodriguez

Membership
ALPFA

Abner Rodriguez

Membership
Ally

Abner Rodriguez works at Ally Financial Inc. in Consumer Asset Management. He is an experienced leader in the Customer Solutions operations center in Lewisville, Texas. He attended the University of Texas, Arlington and completed his bachelor degree in Business Management in 2010 and earned his MBA in 2015. He joined ALPFA in 2013 and has since been committed to helping the organization succeed by supporting and mentoring other Latinos and students. Abner is currently the Director of Membership for ALPFA’s DFW professional chapter and the leader of the Ally Latino network (Aliados) DFW chapter. Additionally, Abner has been recognized as a “Leading the way” award at Ally as a distinguished leader and active supporter of the Diversity and Inclusion initiatives. He also serves the community as a volunteer on the board of Grapevine Baseball-Softball and he coaches baseball & softball teams. During his spare time, Abner enjoys spending time with his wife, reading, coaching his youth teams, along with constantly watching and growing as a baseball/softball coach. Abner is family oriented and enthusiastic about helping and pouring into others.

Viriam Vazquez

Membership II
ALPFA

Viriam Vazquez

Membership II
BDO

EXPERIENCE SUMMARY

Viriam Vazquez is a Senior Manager within BDO’s Southwest State and Local Tax practice. Prior to joining BDO in 2014, Viriam spent over four years with the Texas Comptroller of Public Accounts. She also spent time in Big 4, as well as with BDO’s Risk Advisory Services practice. Viriam is bilingual in Spanish and has served several of the firm’s international clients. As a former auditor for the state of Texas, Viriam has extensive experience with Texas sales & use tax and has developed a strong network of contacts within the Texas Comptroller’s Office. Her sales & use tax experience includes analysis of purchase and sales data; preparation and review of tax reconciliations; sample generation and evaluation; taxability research; reverse audits; audit defense and settlement negotiations of audits and refunds for taxpayers. As a BDO project lead, she has gained extensive experience with a variety of industries including healthcare, manufacturing, construction, service and entertainment providers, and retailers and wholesalers.

CERTIFICATIONS

IPT Certified Member of the Institute Certified Information Systems Auditor

PROFESSIONAL AFFILIATIONS

Institute of Professionals in Taxation Association of Latino Professionals For America

EDUCATION

Master of Accountancy and MIS, Bowling Green State University B.B.A. Accounting & Finance, Pontifical Catholic University of PR

Andrea Rosillo

Marketing I
ALPFA

Andrea Rosillo

Marketing I
EY

Andrea Rosillo andrea.g.rosillo@ey.com; (469) 506-4022 (cell) linkedin.com/in/andrearosillo/ Andrea Rosillo received her B.S. and M.S. in Accounting from The University of Texas at Dallas (UTD) through UTD’s fast-track program, the Professional Program in Accounting (PPA). Andrea has passed all four sections of the CPA exam and is currently in the process of receiving her CPA licensure in the state of Texas. She previously worked as a Graduate Teaching Assistant at the Jindal School of Management, completed two separate tax internships with Ernst & Young in Dallas, TX, where she recently began working full-time as a Tax Associate. Prior to being recruited by Ernst & Young, Andrea also completed tax internships with regional firms Moss Adams and Cain, Watters, and Associates. Every internship that Andrea completed has helped to reinforce her passion for tax and hopes to further specialize her career by working with tax credits and incentives. Besides maintaining various jobs while attending college, Andrea also dedicated much of her time to the UTD chapter of the Association of Latino Professionals for America (ALPFA) as Vice-President for one year and as Secretary for two years. Through her involvement with this national organization, Andrea has had the opportunity to become a mentor to other minority accounting students by sharing her experiences and advice when it comes to finding a full-time job after college and staying motivated throughout the recruitment journey. Andrea looks forward to fully-embracing her tax career, whilst maintaining her involvement with organizations across Texas that want to empower minorities and strengthen diversity and inclusion efforts across the accounting industry.

Brenda Serrano

Marketing II
ALPFA

Brenda Serrano

Marketing II

Brenda Serrano works at Graybar Electric Company, Inc. as a Sales Trainee in Broadband. She manages projects with contractors for 5G and wireless projects across America at a distributor level. She is a recent May 2019 graduate and earned her B.B.A in Marketing from The University of Texas at Arlington. She also holds a chair position at Graybar Electric Company, Inc. for “WINGS” (Women Influencing Graybar’s Success) and enjoys coming back to her alma mater during recruiting season with Graybar. She joined ALPFA in 2018 and held a director role for membership and is now involved in the professional chapter. She mentors current college students and encourages anyone to get out of their comfort zone to make a difference. Brenda likes to spend her time volunteering at KCBI radio station and doing volunteering services in the community. She loves to read on new trends, politics, and articles for personal development. Any spare time she has is playing with her puppy and exploring the city with friends and family.

Cindy Rivas

Professional Programs I
ALPFA

Cindy Rivas

Professional Programs I
Goldman Sachs

Continuous learning and connectivity are fundamental ingredients to find our own version of success and ultimately have a fulfilled life. Through her work Cindy is committed to provide platforms and experiences for people to grow and connect with others. She is currently an associate in Learning and Development at Goldman Sachs where she designs, develops and implements learning experiences for employees at key career stages. She started her career in Goldman in 2014 as a Financial Analyst in Private Wealth Management after graduating from Washington and Lee University with a major in Economics and a minor in Latin Americas studies. She is a QuestBridge Scholar. During her free time she practices rock climbing, enjoys improv comedy, invests quality time with friends/family and is involved in a variety of diversity and volunteering initiatives.

Maria Escobar

Professional Programs II
ALPFA

Maria Escobar

Professional Programs II
Ally

Maria is currently employed at Ally Financial Inc. in the Auto Learning and Development department as a Learning and Development Manager. She has over 20 years of experience in the Learning and Development space. Currently, Maria supports the Ally Auto division with leadership and operational full learning cycle. She is also responsible for the Learning & Development Risk and Mitigation Controls team. Maria enjoys spending time with family and helping others grow.

Jorge Clavel

Community Affairs
ALPFA

Jorge Clavel

Community Affairs
Ally

Jorge Clavel works at Ally Financial as a team manager within the Consumer Loss Prevention group for the auto loan division. He leads a team that extends alternative resolutions to loss account customers as well as support multiple internal business groups in locating loss collateral. Jorge’s background and experience spans over 11 years in various banking and financial services including credit card, mortgage, retail banking as well as call center customer service, collections, presidential escalations and loss mitigation. While working full time, Jorge obtained his bachelor’s in business and master’s in organizational leadership degrees through University of Phoenix. Jorge has supported various employee resource groups within the various companies he has worked with and has been involved in various local community volunteer opportunities within the DFW area such as the North Texas Food Bank and Mi Escuelita. In his spare time, he trains in the Brazilian Martial Art of Capoeira and is an instructor at Capoeira Allen Martial Arts Academy. His passion is being able to mentor and lead others to help them achieve their professional goals.

Sue Anne Martinez

Student Relations I
ALPFA

Sue Anne Martinez

Student Relations I
Boeing

Sue Anne has worked for Boeing Distribution, Inc., for the last 8 years in various roles, including sales & marketing and operations. She is an enterprising, innovative leader that expertly delivers best-in-class solutions for logistics and supply-chain management services. She has a natural ability for building new business and forging loyalty with clients, vendors, and external business partners. Motivated, customer-focused, and analytical, Sue Anne is consistently recognized for exceeding sales targets in today’s global, highly-competitive market.

Also, she is a participant in Corporate Executive Development Program (CEDP) 2020 offered through SMU COX Executive Education. The CEDP combines practical leadership principles with insights from rigorous research to address the opportunities of today’s diverse, global market for member companies aimed at mid-level Hispanic managers and directors with track records of success and potential to ascend to executive positions.

Experienced with numerous non-profit boards in the DFW metroplex, she currently participates in the mentor program at Irma Lerma Rangel Young Women’s Leadership School and as a committee member for ABLAZE – Igniting a Passion for a Cure supporting the North Central Texas Chapter of the Alzheimer’s Association. Sue Anne obtained her EMBA from Southern Methodist University, Cox School of Business. Additionally, she has a BBA with a focus in Accounting & Finance from Saint Edward’s University.

Heiley Hernandez

Student Relations II
ALPFA

Heiley Hernandez

Student Relations II
BDO

Heiley Hernandez is a certified public accountant, currently at BDO, LLP as an experienced State and Local Tax Associate. Prior experience includes assurance for a Big 4 firm, sales & use tax at the Texas Comptroller of Public Accounts, and small business accounting in private sector. She graduated from Rawls College of Business at Texas Tech University, with both Bachelor in Business Administration and Master of Science in Accounting degrees in 2016. As a pastime, Heiley enjoys serving the community through participation at the local soup kitchen, performing arts center, or dog shelter.

Relevant leadership experience for ALPFA includes vice presidency of the Texas Tech student chapter in 2014-2015. As an executive officer, Heiley was responsible for helping maintain the vision of the group as well as planning of fundraisers, membership goals and organization events.

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