Manager Vice President

BRIAN CLIFTON TATE, Esq.

Silver Spring, MD * Cell Phone: 301-***-**** * Email:

**********@*******.***

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EDUCATION:

May 2004 J.D., Law: HOWARD UNIVERSITY SCHOOL OF LAW, Washington, D.C.

Member: Maryland State Bar Association

May 2000 M.A., Political Management: THE GEORGE WASHINGTON UNIVERSITY,

Washington, D.C.

May 1997 B. A., Political Science: KING'S COLLEGE, Wilkes-Barre, PA

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PROFESSIONAL HISTORY:

Vice President of Banking / November 2010 - Present

The FINANCIAL SERVICES ROUNDTABLE

Represent 100 of the largest integrated financial services companies,

including investment companies, banks, mortgage lenders, finance companies,

credit card issuers, and insurance companies. Work with member companies

to develop the Roundtable's public policy agenda and advocacy strategies on

wide-range of issues before the Administration, Congress, and regulatory

agencies. Analyze the potential effects of proposed legislation and

regulations; build coalitions in support of public policy priorities; and

communicate policy objectives to stakeholders and public officials; Other

Duties as Needed.

Vice President of Legislative Affairs / December 2008 - November 2009

MD & DC CREDIT UNION ASSOCIATION (MDDCCUA)

Principal advisor regarding MDDCCUA's government relations efforts with the

Maryland General Assembly, D.C. City Council, and Capitol Hill; develop

strategies to increase awareness and support for credit unions among the

general public, policy makers, and members of the credit union community;

ensures that the MDDCCUA Board of Directors and senior leadership are kept

appraised of proposed changes to legislation or regulations affecting

credit union programs and operations; drafts legislative testimony,

provides reviews of pending and new legislation, regulations, and brief

Members of Congress and staff. Develop and implement grassroots advocacy

programs in support of the association's policy objectives; create and

implement fundraising strategies and PAC activities (following federal,

state, and local campaign finance laws), conduct due diligence, conduct

seminars, contribute writing and editing responsibilities to online weekly

newsletter - FOCUS; draft press releases and talking points; advance work

and event planning; community outreach & recruiting non-affiliated credit

unions; represent MDDCCUA at external events (seminars, conferences, etc.),

reports to the CEO while working independently as a member of the executive

management staff; Other Duties as Needed.

Director of State Advocacy / April 2007 - August 2008

The Credit Union National Association (CUNA)

Coordinate lobbying efforts with state credit union leagues and National

Conference of State Legislators (NCSL) and American Legislative Exchange

Counsel (ALEC); articulate credit union positions to NCSL, ALEC, and

through policy statements; oversee assessment program to gauge credit union

support among state lawmakers involved with NCSL and ALEC; communicate with

state credit union league staff on a regular basis regarding lawmakers

involved with state policy organizations; establish and cultivate

relationships with state legislators. Establish and cultivate

relationships with management staff of state policy organizations and state

governor's offices in Washington, DC, and raise CUNA's profile with

Democratic Governor's Association (DGA), Republican Governor's Association

(RGA) and the National Governor's Association (NGA); form alliances and

coalitions with other private sector members of state policy organizations.

Strategically develop effective marketing and sponsorship activities with

state policy organizations; develop policy positions alongside CUNA's State

Credit Union Subcommittee, CUNA State Legislative Advisory Panel (LAP);

brief state credit union leagues regarding state government affairs issues;

analyze and report state legislation state credit union leagues; Other

Duties as Needed.

Manager of Government Affairs / Sept. 2005 - April 2007

MD & DC CREDIT UNION ASSOCIATION (MDDCCUA)

Responsible for state and federal congressional lobbying, monitoring

legislative activity in Annapolis, DC City Council, Montgomery County

Council, and Capitol Hill; develop and implement grassroots advocacy

programs in support of the association's policy objectives; create and

implement fundraising and PAC activities (following federal, state, and

local campaign finance laws), due diligence, conduct seminars, contribute

writing and editing responsibilities to online weekly newsletter; press

releases; advance work and event planning; community outreach & recruiting

non-affiliated credit unions; Other Duties as Needed.

Policy Development / Fall 2005

ELECT DAVID BOWERS CAMPAIGN for D.C. CITY COUNCIL - at Large

Assisting the campaign to develop and articulate policy positions through

writing, research, and analysis for the 2006 primary election. Other

Duties as Needed.

Legislative Assistant / Feb. 2001 - Aug. 2001

U.S. REP. MAX SANDLIN (D-TX), Washington, D.C.

Managed Members' duties on the House Transportation & Infrastructure

Committee. Advised Member on defense, foreign affairs, immigration,

veterans, and telecommunication issues; appropriations requests for FY 02,

1st TX district transportation projects. Wrote floor statements, memos, and

constituent/official correspondence.

Legislative Correspondent / Sept. 1998 - Jan. 2001

U.S. SEN. BARBARA MIKULSKI (D-MD), Washington, D.C.

Liaison between the Senator and constituents on budget, tax, business,

child-care, housing, welfare, transportation, and telecommunications

issues. Assisted in writing floor statements, memos, speeches.

Intern - First Lady's Scheduling and Advance Office / Summer 1996

THE WHITE HOUSE, Washington, D.C.

Assisted in preparing the First Lady's daily schedule. Researched the First

Lady's schedule to assist the First Lady in planning her 1996-campaign

itinerary. General administrative responsibilities. Other duties as needed.

VOLUNTEER:

Member, Curriculum Design Team / 2009

MARYLAND TASK FORCE on FINANCIAL LITERACY, Maryland

Review existing state and national standards for financial literacy

education; Conduct a gap analysis between related Maryland curriculum and

previously identified state and national standards for financial literacy

education; Review and align existing state and national standards for

financial literacy education to develop a Voluntary State Curriculum for

Financial Literacy Education; and Implement feedback from the Financial

Literacy Education Advisory Council as appropriate.

Volunteer Attorney, Virginia Promote the Vote / November 2008

BARACK OBAMA PRESIDENTIAL CAMPAIGN, Bealeton, VA

Worked to ensure that registered voters in Virginia received accurate voter

information and were able to exercise their right to vote without

inappropriate interference.

Volunteer Technical Advisory Committee Member / July 2007 - July 2008

SENATE FEDERAL CREDIT UNION, Washington, D.C.

U.S. Senate Federal Credit Union's Technical Advisory Committee (TAC) The

Technology Advisory Committee views the Credit Union's electronic access

from the member's perspective and advises the Board of Directors on issues

of this member experience. This Committee gathers information from members

that may enhance the members' overall technology experience of the Credit

Union and makes recommendations to the Board of Directors consistent with

the strategic goals and objectives of the Credit Union.

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