The CDFI Coalition is the unified national voice of community development financial institutions. Our mission is to encourage fair access to financial resources for America’s underserved people and communities.

CDC Small Business Finance is one of the largest community-based small business lenders in the country with a portfolio of nearly $2 billion in loans outstanding. A non-profit lender providing capital to small businesses so they can expand, grow and create jobs in California, Arizona and Nevada. In 37 years, CDC has helped create over 160,000 jobs by leveraging more than $12 billion in loans to over 10,000 small businesses. Making a difference one job...one small business...one community at a time.

Lead the integration of the small business lending and advising programs at PCV which includes a team of 5 people. Hire and onboard the new position of Director of Lending. Lead team that doubled lending activity in Q4. Design and implement a pricing strategy for PCV’s online business advising program BusinessAdvising.org. Secure $250k in funding from a new philanthropic funding partner. Responsible for the fundraising and revenue generation of the combined programs ($2M). Oversee the matching of more than 350 partnerships between advisors and entrepreneurs on platform including: one-on-one meetings, strategy roundtables, networking events & content driven webinars.

Oversee and manage Marketing, IT and Operations, and Development for organization. Coordinate the Business Advising program. Manage 5 direct reports and maintain organizational infrastructure to support four programs. Secure funding and sponsorships for organization and its programs. Provide sound leadership and organizational oversight, including project management, event management, resource allocation, and acquisition of funding. Oversee external vendors. Manage grants and reporting. Identify and target new sources of funding to support $3.5M operational budget. --Created marketing department. Developed communication framework and key messaging. Hired and mentor Marketing and Development Coordinator. --Migrated IT function from local servers to cloud-based solution, enabling remote access to data. Reduced costs by 30% while increasing file storage capability by 100%.--Launched and manage small business mentoring platform. Created business model, pricing model, product improvements, and marketing plan. Manage staff and strategic partnerships.

Managed flagship program for nonprofit in two statewide geographies: San Diego and San Francisco. Managed PCV’s Business Advising team to further develop the business services model. Built and maintained an infrastructure to support increased activity with companies, advisors, and partner organizations. Raised funds to support $50OK+ budget. Write grants and report on applications. Administer funds received from grants within defined parameters.

Launched and directed promotion and implementation of VidaCard, a prepaid MasterCard for healthcare. Raised funds to underwrite social enterprise. Hired staff and managed operations of venture, including designing and selling program. Formed and managed Board of Advisors, comprised of professionals representing all sectors of market. Initiated and cultivated relationships with potential strategic partners, including Health Net, Safeway, Cisco, and Intuit. Redesigned and directed healthcare policy initiative. Engaged healthcare policy consultant and small business owners in discussions on healthcare.

Participated in development of strategic and tactical plans for five pharmaceutical companies, including eight brands (targeting medical professionals and consumers). Developed positioning statements and messaging. Defined goals and objectives. Created strategies and plans to meet client sales goals. Conducted market research to maximize brand equity and inform market strategy. Conducted in-depth “eLandscape” analysis to assess competitive web activity, partnership opportunities, competitive messaging, and online/digital marketing opportunities for clients. Developed and implemented an agency-wide training program. Drove business expansion plan for two-year dormant division within agency. Created resources and tools to increase ability of agency to meet client needs.

Promoted portfolio of HIV resistance testing products. Identified need and market opportunities. Developed messaging strategy and managed advertising agency in execution. Educated and managed relationships with healthcare professionals specializing in the treatment of HIV and key opinion leaders (KOLs) in the US via national medical education programs on HIV resistance testing. Managed medical education agency to coordinate logistics, secure speakers, and attract participants. Launched new HIV resistance test, Trofile. Developed relationships and leveraged partnerships with pharmaceutical companies to secure funding for medical education efforts. Supported 25-person national sales force through local programs, sales training, and development of sales collateral. Maintained two product websites targeting providers and patients, including redesign of one site.

Supported and lead social marketing strategy by providing onsite and remote marketing and technical guidance. Identified opportunities to make significant impact within Family Planning and Reproductive Health practice area of healthcare. Coordinated with national offices in foreign countries to design projects, write proposals, and identify sources of support. Developed capacity of staff in marketing and communication strategy and plans by providing short-term technical assistance onsite to the Democratic Republic of Congo, Tanzania, and Guinea.

Contributed to revenue growth (43%) by implementing new products and services (on-line news feed, on-line property insurance channel, integrated demographics with property listings) to meet customer needs. Managed product development and relationships with strategic business partners (NewsAlert, Aon, Applied Geographic Solutions).