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CeriFi
CeriFi is a professional education and workforce training partner for organizations. Formed in 2017, it is an ally for financial and legal learning, providing...
CeriFi
CeriFi is a professional education and workforce training partner for organizations. Formed in 2017, it is an ally for financial and legal learning, providing licensing, certification, and continuing education services through a curated portfolio of leading brands. It connects licensing, continuing education, and professional development in a single connected ecosystem for financial services, accounting, and legal organizations.
General information
Firm type
RIA
Year founded
2017
Location
Region
North America
Country
United States
City
Alpharetta
Corporate office
Alpharetta, GA, United States
Principals
Chris Monaco
Chief Technology Officer
Elizabeth Etzbach
SVP of Operations
Fiona Ramion
EVP of Enterprise Technology
James Dalton
Chief Academic Officer
Joe Gillice
Chief Operating Officer
Julie Sullivan
VP of Marketing
Keith McKenney
VP of Digital Customer Experience
Mary Kay Svedberg
EVP of Product & Learning
Portia James
Chief Human Resources Officer
Sean Burke
Chief Revenue Officer
Zac Makin
Chief Financial Officer
Sector focus
Frequently asked questions
Who runs investment decisions at CeriFi?
CeriFi does not publicly identify its investment decision-makers or any executive leadership. No publicly filed regulatory documents or press releases name a CEO, CIO, or board of directors.
How does CeriFi source deal flow or client relationships?
CeriFi partners with organizations directly, targeting corporate clients, trade associations, and educational institutions. The firm does not describe a formal sourcing channel or investment origination process.
Does CeriFi participate in fund commitments or direct investments?
CeriFi has not disclosed any fund commitments, direct investments, or venture activity. Its public profile focuses entirely on education and training services.
Which sectors does CeriFi explicitly avoid?
CeriFi does not publicly state any excluded sectors. Its existing offerings target regulated industries such as financial services, insurance, and real estate, but no formal avoidance list exists.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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