Executive Team

CHRIS WALTERS

CEO

Chris founded GradFin to develop innovative solutions that address America’s student debt crisis. He has helped thousands of borrowers find savings on their student loans and stay in compliance with the Public Service Loan Forgiveness program. Chris has relationships with members of Congress and the Department of Education, which allows him to provide constant feedback to government officials on challenges faced by student loan borrowers. Chris has over 15 years of experience in federal tax law, including working for the U.S. Department of Treasury and the IRS. Chris has a B.A. from Georgetown University, where he captained the Men’s Heavyweight Crew team, and an MBA from the Johns Hopkins University.

Chris founded GradFin to develop innovative solutions that address America’s student debt crisis. He has helped thousands of borrowers find savings on their student loans and stay in compliance with the Public Service Loan Forgiveness program. Chris has relationships with members of Congress and the Department of Education, which allows him to provide constant feedback to government officials on challenges faced by student loan borrowers. Chris has over 15 years of experience in federal tax law, including working for the U.S. Department of Treasury and the IRS. Chris has a B.A. from Georgetown University, where he captained the Men’s Heavyweight Crew team, and an MBA from the Johns Hopkins University.

GEOFF URQUHART

CFO

Geoffrey Urquhart has been CFO of GradFin since 2016. He is responsible for GradFin’s financial functions, capital markets and lending relationships, and the financial technology utilized by its student loan consultants. He has helped thousands of student loan borrowers navigate the complex student loan industry and regularly presents to borrowers across the country. Prior to joining GradFin, Mr. Urquhart spent 15 years in various fixed income, investment banking and treasury roles at JPMorgan, Lehman Brothers, and Quantitative Risk Management (QRM), an industry leading enterprise risk management consulting firm. Mr. Urquhart graduated from Northwestern University McCormick School of Engineering and received an M.B.A. from The University of Chicago Booth School of Business.

Geoffrey Urquhart has been CFO of GradFin since 2016. He is responsible for GradFin’s financial functions, capital markets and lending relationships, and the financial technology utilized by its student loan consultants. He has helped thousands of student loan borrowers navigate the complex student loan industry and regularly presents to borrowers across the country. Prior to joining GradFin, Mr. Urquhart spent 15 years in various fixed income, investment banking and treasury roles at JPMorgan, Lehman Brothers, and Quantitative Risk Management (QRM), an industry leading enterprise risk management consulting firm. Mr. Urquhart graduated from Northwestern University McCormick School of Engineering and received an M.B.A. from The University of Chicago Booth School of Business.

BRIAN WALTERS

President

Brian leads GradFin’s business development team and spearheads many partnerships designed to grow the customer base. He started his career in Washington, DC, working for the Archon Group and more recently worked for the Goldenberg Group and Patriot Equities, both Real Estate Development Firms located in the Philadelphia area. In 2009, Brian started a financial services company called Lawsuit Funding Solutions, which is one of the preeminent funding companies in Philadelphia. Brian holds a degree in Political Science from Northwestern University, where he was an All-American Swimmer. He qualified for the 2000 Olympic Trials, where he placed 3rd, one spot out of qualifying for the U.S. Team.

Brian leads GradFin’s business development team and spearheads many partnerships designed to grow the customer base. He started his career in Washington, DC, working for the Archon Group and more recently worked for the Goldenberg Group and Patriot Equities, both Real Estate Development Firms located in the Philadelphia area. In 2009, Brian started a financial services company called Lawsuit Funding Solutions, which is one of the preeminent funding companies in Philadelphia. Brian holds a degree in Political Science from Northwestern University, where he was an All-American Swimmer. He qualified for the 2000 Olympic Trials, where he placed 3rd, one spot out of qualifying for the U.S. Team.

KYLE GALLAGHER

Senior Vice President, Business Development

Kyle has worked with over 4,000 borrowers to help them map out student loan repayment strategies. Kyle is a frequent speaker to students at dental schools and hospital systems. Before joining GradFin, Kyle was a VP in the Business Development group with Logan Circle (Fortress Investment Group’s Fixed Income Asset Manager). Before his Client Service role, he worked as a High Yield Trader and was one of the founding members of Logan Circle Partners (Nov-2007). Previous to Logan, Kyle worked as a High Yield Trader at Delaware Investment, Structured Product Analyst at Delaware Investments, Loan Officer – Family Trust Mortgage, Account Representative at Long Beach Mortgage Company. Kyle was a collegiate swimmer and received his BBA from the University of Miami.

Kyle has worked with over 4,000 borrowers to help them map out student loan repayment strategies. Kyle is a frequent speaker to students at dental schools and hospital systems. Before joining GradFin, Kyle was a VP in the Business Development group with Logan Circle (Fortress Investment Group’s Fixed Income Asset Manager). Before his Client Service role, he worked as a High Yield Trader and was one of the founding members of Logan Circle Partners (Nov-2007). Previous to Logan, Kyle worked as a High Yield Trader at Delaware Investment, Structured Product Analyst at Delaware Investments, Loan Officer – Family Trust Mortgage, Account Representative at Long Beach Mortgage Company. Kyle was a collegiate swimmer and received his BBA from the University of Miami.

GEORGE WALTERS

Senior Vice President, Business Development

George’s leadership skills and experience in sales and management add tremendous value to the GradFin team. George has worked with thousands of Financial Advisors across the country to help their clients determine optimal repayment strategies to their student loans. His knowledge of all repayment and refinancing options in the market today help put money back into the hands of the Advisor to leverage their clients’ financial goals. George individually consults with borrowers to educate, analyze, and simplify the complexities of student loans. Before joining GradFin, George worked in business development for a high-end manufacturing company. George graduated from the University of Wisconsin-Madison, where he was a member of the Men’s Rowing Team and 2008 National Champion in the Varsity Heavyweight 8.

George’s leadership skills and experience in sales and management add tremendous value to the GradFin team. George has worked with thousands of Financial Advisors across the country to help their clients determine optimal repayment strategies to their student loans. His knowledge of all repayment and refinancing options in the market today help put money back into the hands of the Advisor to leverage their clients’ financial goals. George individually consults with borrowers to educate, analyze, and simplify the complexities of student loans. Before joining GradFin, George worked in business development for a high-end manufacturing company. George graduated from the University of Wisconsin-Madison, where he was a member of the Men’s Rowing Team and 2008 National Champion in the Varsity Heavyweight 8.

Alexandra Sullivan

Director, Lending and Operations

Email | (267)703-3654 ext. 101

Alex leads GradFin’s operations team. She facilitates the connection between GradFin student loan experts and clients and contributes to the growth of the organization by overseeing the implementation of process efficiencies and technology solutions. Alex graduated from Denison University, and is happily taking advantage of being back home in Philadelphia to enjoy the restaurants and sports scene.

Sarah Johnston

Senior Business Development Associate

Email | (267)703-4761 ext. 111

Sarah leads the West Coast business development team out of Los Angeles. She has developed and maintained dependable relationships with 1,000+ financial advisors. Sarah finds intrinsic value in helping financial advisors save their clients’ exponential dollars, which allows them to reinvest successfully. Ultimately, Sarah thrives on building long-lasting relationships and enjoys seeing the economic prosperity that GradFin brings to individuals. Sarah is a graduate from Arizona State University in December 2017 where she received a B.S. in Marketing.

Joseph McGrath

Senior Business Development Associate

Email | (267)703-4726 ext. 109

Joseph presents to financial advisors from coast to coast about the value of meeting with a student loan consultant to help navigate the perfect repayment plan. In addition to his current role in sales and client management, he has additional experience in both the recruiting and non-profit industries. Joseph currently lives in Philadelphia and is a graduate of Temple University’s Fox School Of Business with a BBA in Marketing.

Shawn Atienza

Student Loan Consultant

Email | (267)703-6415 ext.118

Shawn is passionate about his role as a Student Loan Consultant at GradFin. Shawn’s prior experience includes working as an Assistant Branch Manager for Bank of America, where he honed his skills by improving the financial lives of his clients.  Shawn currently lives in the northern Virginia area and attended Virginia Commonwealth University.  During his spare time, Shawn loves to read and watch the NBA.

Liam Burman

Senior Student Loan Consultant

Email | (267)703-4788 ext. 114

Liam specializes in advising borrowers through refinancing and the PSLF process. Liam initiates several lender relationships and enhances the application process for GradFin customers. Before starting at GradFin, Liam was the men’s lacrosse captain and an honorable mention All-America his senior year at Denison University, while majoring in Economics. Burman enjoys coming into work and helping people save on their student loans, whether that be through a refinance or successfully getting enrolled in the PSLF program. Liam’s favorite pastimes include watching sports, enjoying the company of friends and family, and playing golf.

Mackensie Ellis

Business Development Associate

Email | (267)703-4760 ext.110

Gabrielle Harrison

 Senior Student Loan Consultant

Email | (267)703-4471 ext. 103

Gabrielle joined GradFin as a Student Loan Consultant in 2017. Born and raised in Scranton, PA, Gabrielle is currently enjoying the adventures of living in Center City, Philadelphia. Outside of the office, she loves traveling and spending time with her family and friends.

Tom Mantia

Senior Student Loan Consultant

Email | (267)703-4793 ext. 115

Tom specializes in income-driven repayment strategies and refinancing student loans. Before GradFin, Tom worked with New York Life & NyLife Securities, as well as Citizens Bank and Citizens Investment Services. With Tom’s background in both banking and financial services, he can provide expertise and advice to student loan borrowers. Tom lives in Foxborough, MA with his girlfriend and their dog Paisley. He is an avid Patriots fan and golf enthusiast.  Tom’s favorite thing about working for GradFin is building relationships with borrowers, and helping to simplify student loan repayment options for them. And of course, saving them money!

Kim Nelson

Manager, Lending and Operations

Email | (267)703-4678 ext.107

Kim is a Temple University graduate from Souderton, PA. Her previous experience in customer and managerial services enabled her to excel as an Operations Manager at GradFin. Kim enjoys connecting clients with our student loan experts to find the best savings options for their financial future.

Joseph Price-Gault

Senior Student Loan Consultant

Email | (267)703-4787 ext. 113

Joe joined GradFin after relocating from Pittsburgh to Fairfax, VA, with his wife, Megan. Joe specializes in student loan refinancing at GradFin, as well as helping his clients manage personal debt and rehabilitating credit. Outside of working at GradFin, Joe enjoys running marathons with his wife, visiting wine country on the weekends, and sleeping in his recliner with his two cats, Princess and Mr. Whiskers.

Chandler Tulin

Student Loan Consultant

Email | (267)703-6413 ext. 117

Chandler’s previous banking and customer relationship experience at the Department of the Interior Federal Credit Union helps him to work with student loan borrowers daily. During his free time, Chandler enjoys coaching youth travel soccer in Arlington, Virginia.

Lauren Colonna

Business Development Associate

Email | (908)-938-5345

Lauren began working at GradFin in March of 2020. Prior to working at GradFin, Lauren had experience in both marketing and business development. She was born and raised in Belle Mead, New Jersey and graduated from Rutgers University’s School of Communication and Information in 2018. Lauren currently resides in Philadelphia, Pennsylvania.

Jacob Doyle

Student Loan Consultant

Email | (703)-517-2085

Jacob joined GradFin after earning a Master’s in Education in December 2019. Jacob’s background in higher education and his desire to help student loan borrowers meet their financial goals make him a valuable asset to the consult team. In his spare time, Jacob enjoys hiking, paddle boarding, and relaxing outdoors. He currently lives in Annapolis, Maryland with his wife and dog Moby.

Ray Papa

Business Development Associate

Email | ( 267)703-4719

Originally from Upper Darby, Ray Papa earned his BA at West Virginia University. During his undergrad , Ray interned in the Marketing and Sales department at  Morgantown Marriot.  As a Business Development Associate his favorite part of working GradFin is making connections with clients day to day. On his free time Ray loves to snowboard, watch sports, and work on computers.