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Julie Anne Ragatz

Director, Center for Ethics in Financial Services

News Release - Only Financial Services Ethics Center in the United States Names New Director

BRYN MAWR, PA – June 22, 2011 -- The American College, the nation’s leading financial services educator, has named Julie A. Ragatz as their next Director of the Center for Ethics in Financial Services.  In this position she will lead the only academic ethics center in country dedicated exclusively to studying the issues affecting the financial services industry and consumers.

The American College Center for Ethics in Financial Services promotes ethical behavior by offering programs that go beyond the "rules" of market conduct to help executives and producers be more sensitive to ethical issues and think more critically about ethical solutions. The Center's interactive continuing education courses, forums, and workshops help practitioners think critically and behave ethically, even in the absence of clear direction.

The Center also serves as a resource for cutting-edge research and the discussion of emerging ethical issues in the financial services industry. Because of its unbiased academic role, the Center can be objective in helping executives, producers, and regulators deal with the ethical implications of public policy positions.

Julie A. Ragatz joined the Center for Ethics in Financial Services at The American College in 2006 as a doctoral fellow. In 2008, she received her Masters of Arts degree in Social and Political Philosophy from Marquette University in Milwaukee, WI. Two years later, Ragatz was appointed the Associate Director of the Center for Ethics in Financial Services.  She is currently finishing her Ph.D. in Philosophy at Temple University in Philadelphia, PA, where she specializes in ethical theory and focuses specifically on ethical issues in the financial services industry.

“All of us associated with the Center for Ethics in Financial Services at The American College are delighted to see Julie as the new Director of the Center,” said James A.  Mitchell, CLU®, ChFC®, Retired Chairman, IDS Life Insurance Company and Chair of the Center’s advisory board.  “We have seen the quality of Julie’s work for the past five years.  After conducting a national search, we realized that the best candidate was right here in our own backyard.  Julie’s history of successful interactions with financial services professionals and her strong media presence make her the best choice for the job.  She is the right leader to take the Center for Ethics to the next level.”

Ms. Ragatz has taught several courses in ethical theory and business ethics at several universities. In 2008, Ms. Ragatz designed and implemented, “Ethical Issues in the Accounting Environment” for the Masters of Accounting Program at Villanova University. She teaches regularly in the Richard D. Irwin Graduate School at The American College.

Ragatz has published numerous articles and book chapters on ethical theory and business ethics. Working together with another faculty member, she completed Ethics for the Financial Services Professional, published by The American College Press in 2010.  She also co-authored Accounting Ethics, published by Wiley/Blackwell Press in 2011.

The American College is the nation’s largest non-profit educational institution devoted to financial services.  Holding the highest level of academic accreditation, The College has served as a valued business partner to banks, brokerage firms, insurance companies and others for over 84 years.  The American College’s faculty represents some of the financial services industry’s foremost thought leaders.  For more information, visit TheAmericanCollege.edu or email JulieAnne.Ragatz@TheAmericanCollege.edu.



Elizabeth Rohr, CLU, ChFC

Assistant Director, Center for Ethics in Financial Services

We are delighted to announce that Elizabeth Rohr, CLU, ChFC has joined The American College as the Assistant Director of the Center for Ethics in Financial Services.

Elizabeth is joining us after leaving First Keystone Bank, where she was the Marketing Director for five years.  Prior to First Keystone, Elizabeth held the roles of Product Development Manager and Marketing Manager for ALICO (then a subsidiary of AIG) and The Vanguard Group, respectively, for eight years.  She started her career in the financial services industry at Reliance Standard Life Insurance Company (owned by Delphi Financial Group, Inc.) in 1993.
 
Elizabeth has a broad range of experience in the financial industry, with a focus on marketing, product development and reporting.   At Reliance Standard, she was involved in the launch of the deferred annuity portfolio and introduced to The American College’s professional designation programs. After being recruited by Vanguard, Elizabeth was also trained in Six Sigma and became responsible for creating business unit measurements and dashboards.  While at First Keystone, she directed all of the marketing and sales activities, including planning and product development, forms and marketing materials, advertising, reporting/data warehouse, budgeting and public relations/community events.

Elizabeth received her Bachelor’s degree from Haverford College, a Master’s degree in architecture from Carnegie Mellon University and the CLU and ChFC designations from The American College.



Leah Selekman

Coordinator for The Center for Ethics in Financial Services

Leah Selekman began working at The American College in 2008. She has held a variety of positions at The College including marketing associate, Chartered Leadership Fellow (CLF) Coordinator, and Master of Science in Financial Services (MSFS) Coordinator.

As Coordinator for The Center for Ethics in Financial Services at The American College, Leah oversees the
day to day tasks that help The Center run efficiently. From the website to membership questions, Leah is your go to person for all of your Ethics Center needs. She hopes her efforts will help The Center achieve its mission to increase awareness of ethical issues and raise the level of ethical behavior in the financial services industry.
 
Leah is very excited to be working with The Center. She believes this is an important time in the Financial Services Industry, and The American College’s Center for Ethics should be at the forefront in this changing time.
 
If you wish to contact Leah, please email Leah.Selekman@TheAmericanCollege.edu.



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