Patricia Roberts is the Chief Operating Officer at Gift of College, Inc. Through her product, relationship management and legal roles at Citigroup, Merrill Lynch and AllianceBernstein, Patricia contributed to the development and distribution of several of the largest 529 plans in the nation. In addition, as an industry thought leader and as a designer of several children’s savings account programs, she has helped tens of thousands of families across the nation save for college over the past two decades.
Wayne Weber, CEO and Founder of GiftofCollege.com, is an entrepreneur who recognizes both the importance of higher education and the multi-generational crisis created by attempting to finance it. Since 2008, Wayne has been passionate about providing a simple and easy way for friends, family and employers to help save and pay for higher education
expenses. With this in mind, he developed GiftofCollege.com into a leading crowdfunding platform. In doing so, he created a new channel of awareness for 529 college savings plans while also helping families with student loan debt. His products and innovations include an award-winning first-of-its-kind Gift of College gift card and a financial wellness benefit solution for employers.
Part of ISS Market Intelligence, the 529 & ABLE Solutions deliver 529 and ABLE market data, research, events and digital products and services for institutional organizations. Services include proprietary data aggregation and analysis of 529 savings plans, 529 prepaid plans and ABLE accounts as well as weekly, quarterly and annual business intelligence publications covering the college financial planning market.