David Anderson, President & CEO of W!se
New York Financial Educators Council
David Anderson, President & CEO, leads the effort to achieve W!se’s mission to improve economic mobility of young Americans and at-risk adults through programs that develop financial literacy and readiness for college and careers. W!se’s success is built on five pillars: relevancy, digital leadership, real-world experiences, volunteerism, and evaluation. Anderson became President & CEO of W!se when its founder, Phyllis Perillo, retired in 2022 and before that was W!se’s Executive Vice President responsible for the Financial Literacy and MoneyW!SE programs as well as partnerships, development, and marketing.
David Anderson joined W!se in 2007 after a career at Citigroup, where he was an executive in a unit that supports the process of financial sector/capital markets reform in developing countries. Before that, he held management positions at Citigroup in business development, marketing, mergers and acquisitions, and strategy. He holds a BA from University College, London and an MBA from Columbia University. He is on the adjunct faculty in the Economics Department at Drew University and served on the Advisory Board of Teachers College, Columbia University on Fiscal Sustainability; the Domestic Violence Committee of the NY Women’s Association; and The Teacher Workshop Scholarship Committee of ICE/NYSE.
David Anderson’s vision is to create a nation of financially literate, college- and career-ready young people who can succeed personally and professionally and meet the challenges of a global economy.
New York Financial Educators Council Details
Selected members of the New York Financial Educators Council Advisory Board are individuals who support us in our commitment to widely spread financial wellness resources across the state of New York. They share our goal to donate financial wellness programming at the community level in initiatives that can be sustained and taken to scale.
Board Members who pass the rigorous selection criteria are professionals with a demonstrated commitment to building financial wellness in their communities. Individuals with the following traits are considered:
Enthusiasm
A true sense of enthusiasm and passion for improving financial wellness, promoting the financial literacy cause, and making communities and individuals stronger through financial education and empowerment.
Involvement
Organizations and individuals who have time available to commit toward financial wellness efforts and to participate actively in Board communications.
Principles
Individuals selected to the Advisory Board are dedicated to serving their communities and have strong reputations for integrity, ethics, and honesty in their respective professional arenas.