Edora Butler is an 18-year compliance executive and thought leader who specializes in helping financial services firms manage internal controls and regulatory compliance matters. During her career with Fidelity Investments, she led a team to create a new risk assessments and testing program, resulting in an active program that supports risk assessment testing across multiple internal operational programs.
She has conducted risks and controls assessment engagements that ensured the quality and accuracy of services provided by compliance to business partners and managed the risks that could adversely affect the firm’s reputation. She has performed risk and control assessments on topics that are part of the SEC’s Rule 38a-1 of the Investment Company Act, Fidelity Personal Trust Company, Fidelity Management Trust Company, and Fidelity Shared Services. These internal assessments captured operations, banking, and procurement as she helped the firm to mitigate potential material financial losses on topics such as Hardship Distributions, Proxy Solicitation, and Retirement Plan Annuity.
In her most recent role as Compliance Director, she led project initiatives supporting regulatory, operational, and reputational risk across the firm for industry topics such as Anti-Money Laundering (AML) and General Data Protection Regulation (GDPR). Related to the GDPR, she developed and managed a project plan to support the Chief Privacy Officer with the implementation of the European Union’s regulation across multiple countries. In addition, she managed an end-to-end User Acceptance Testing Strategy for eCommunications technology application to support the firm’s regulatory obligation to monitor specific employees’ electronic communication.
Edora is just as passionate about serving people and communities. She has served as the professional development lead for an Employee Resource Group, as well as mentoring associates to offer guidance in reaching personal and professional goals.
Edora received her undergraduate in Leadership Development from the University of Wisconsin, Oshkosh and Master of Business Administration from Texas Woman’s University.
Faced with her own difficulties in managing a budget, Edora sought help from available resources and began to make changes in her finances. While making those changes, she continued to give in whatever capacity she could. Edora always knew that she wanted to serve people in the form of a non-profit. It is Edora’s belief that those experiencing financial hardship need a small push, and she believes that additional knowledge is a way to fill the gap. She began monitoring spending, listening to Suze Orman, and self-grading her finances. Later, Edora founded Cups, Jars, and Vessels, a non-profit organization focused on financial literacy. Through the organization, Edora and her team help individuals increase their financial knowledge in regards to planning and budgeting finances. Aligned with her own personal goals, Edora has also co-facilitated Educator Personal Financial Literacy Workshops, sponsored in partnership with the Council for Economic Education.
The name, Cups, Jars, and Vessels, was birthed through the act of giving. Edora is known to find a cause or purpose and to pour her resources and/or time into it. First, Edora began supporting a small business each year. Her thought was that if she supported them, then one day, when she had her own business, others would be drawn to support her. After one particular act of service, she had a conversation with a friend who shared a thought that hit Edora like a lightning bolt: “That’s what God has called us to do – to be the jar, the cup, or vessel that pours.” Instantly, Edora knew exactly what her non-profit should be called: Cups, Jars, and Vessels.
Angela Evans has over 20 years in the insurance industry. Her experience includes risk consulting and claims leadership work for clients, a broker and two carriers. She is a proud graduate of an HBCU – Clark Atlanta University with a BA in Finance. She continued her education at Kent State University in Kent, OH. She returned to her home town of Denver, CO after graduate school, married and ultimately relocated to Charlotte, NC and now Frisco, TX. Her understanding of finance and saving was born of parents who were paid once a month and spent cash; credit was only for true emergencies; like a new water heater. She saved for all colleges expenses except tuition and graduated with minimal loans. Her first boss told her to invest 10% beginning with her first paycheck. She fought the idea and it wasn’t until years later she understand the positive impact of that decision. Her passion is working with anyone who is positively striving for the best for themselves. Money management is often a significant key to their success. Leading a 50+ person team gave her many opportunities to coach and mentor. Angela and her husband are soon to be empty-nesters and are exploring what the next phase of the journey of life might bring!
Roy Feliciano has nearly a decade working in the financial services industry. He has worked for some of the largest companies in the industry, including Charles Schwab and Fidelity Investments. Along with his tenure in finance, he has been a facilitator of financial literacy courses since 2015. He received his undergraduate degree from Drexel University in Philadelphia, and his MBA from TCU in Fort Worth. As a first generation born American, Roy came from modest beginnings from a loving family. Having put himself through school through hardwork, internships, and loans, he knows first hand how financial expediency can be both a tough hole to dig yourself out of and an opportunity to thrive in an ever-evolving world. He has a passion to help those in similar circumstances see the light at the end of the tunnel. As importantly, he enjoys speaking to folks early in their career about setting themselves up to mitigate financial hardships. Whenever possible, he and his wife enjoy trying new interesting cuisine. If you have any suggestions, be sure to pass them along!
Stephen Maxwell is a financial professional with over 25 years of experience working at high-profile companies in the Dallas area. Steve grew up in Grand Prairie and moved to California shortly after high school. He graduated from California State University, Long Beach and promptly moved back to Texas to work at the public accounting firm Price Waterhouse Coopers (PWC) in Dallas. He held accounting leadership roles at Greyhound Lines and La Madeleine French Bakery. He spent 19 years managing several accounting and internal control functions for the large pharmaceutical distributor McKesson Corporation.
Steve lives in Lucas (central Collin County) with his wife and two teenagers. He enjoys basketball, yardwork and road-trip vacations.
She holds a Bachelor of Arts and Science in Applied Technology and Performance Improvement from University of North Texas; a degree she obtained at the age of 50 and with no student loans. Barbara has faced her own financial setbacks over the years. She sees Cups, Jars and Vessels Financial Literacy Training as an opportunity to reposition herself in order that she might be more of a blessing to others, and to be a good steward over that which she has been blessed with.
Lucero Rodriguez is a dedicated financial advisor with over five years of experience in the financial services industry. Her current role focuses on supporting small business owners with the design, administration, compliance adherence, and participant education of both non-qualified and qualified retirement plans. Lucero is a first-generation college graduate who holds a Bachelor of Science in Biology and Business Administration (Double Major) from the University of Texas at Dallas and recently earned a Master of Business Administration (MBA) degree from the University of Texas at Austin. Through her educational and professional experience, Lucero brings to CJV real life examples of the importance of learning financial literacy in order to plan for a successful financial future.