Management Strategies

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Executive Changes

Marcela Pino appointed client services manager in the J.P. Morgan Chase Mexico City office; Craig Hoffman, J.D., LL.M for SunGard Corbel, to serve as a delegate for the 2002 National Summit on Retirement Savings; Amy Schultz named chief financial officer for e-Bank.

Marcela Pino has been appointed client services manager in the J.P. Morgan Chase Mexico City office. Pino will have responsibility for Institutional Trust Services in its role as fiduciary, paying agent, and collateral agent. She will also be charged with developing or expanding relationships with both issuers of debt and intermediaries throughout the region. An economist trained in Brazil, Pino previously served as a controller and chief financial officer for J.P. Morgan Mexico, supervising accounting and risk management in Mexico, Peru, and Venezuela. Prior to joining J.P. Morgan, she held the position of CFO and administration director for Goldman Sachs Mexico.

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Craig Hoffman, J.D., LL.M for SunGard Corbel, has been chosen by the U.S. Department of Labor to serve as a delegate for the 2002 National Summit on Retirement Savings in Washington, DC, February 27-March 1, 2002. This is the second of three summits mandated by the Savings are Vital To Everyone's Retirement (SAVER) Act of 1997 and is a public/private partnership of the U.S. Department of Labor and the International Foundation of Employee Benefit Plans in conjunction with the Administration and Congress. The first National Summit, held June 1998, created steps toward promoting long-term financial security in retirement through savings. Building on these efforts, the goal of the 2002 National Summit is to provide implementation guidelines for targeted public and private educational campaigns and will focus on "Saving for a Lifetime: Advancing Generational Prosperity."

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Amy Schultz has been named to the post of chief financial officer for e-Bank, a software and services technology company specializing in solutions for financial institutions. Schultz joined e-Bank in July 2000 as controller and has been acting CFO since the incorporation of the company. As CFO, Schultz will be responsible for directing the company's financial, procurement, legal and other strategic business management functions. Prior to joining e-Bank, Schultz worked for Fiserv, a technology solutions provider, where she served as business manager and overall financial manager for Fiserv's InformEnt business.

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