Search by Team
Program Manager, Philanthropic Services
email@example.com | 415.561.6188
Alex manages the day-to-day operations of the Philanthropic Services department, including due diligence, compliance, and client service. Previously, he has held positions in philanthropic operations and project management at The San Francisco Foundation and Tides. He received a BA in Comparative Literature from Cornell University and serves on the Board of Trustees of Telluride Association, an educational non-profit.
Senior Administrative Associate, Executive Team
firstname.lastname@example.org | 415.561.6169
Anna is responsible for providing administrative and clerical support to the President/CEO, Chair of the Board, the Board of Trustees, and the Executive Assistant. Previously, Anna worked at an insurance brokerage. She received a BA in Political Economy of Industrial Societies, with a minor in English, from the University of California, Berkeley.
Carmen Alvarez Poe
Loan Documentation Associate
email@example.com | 415.561.6189
Carmen coordinates transaction logistics, including due diligence and contract preparation, to ensure the timely and accurate documentation of new loans. Prior to joining RSF, Carmen had 10 years of experience as a Documentation Funding Specialist with Fifth Third Bank in Grand Rapids, MI. She has a BA from Central State University, Edmond, Oklahoma.
Business Systems Analyst
firstname.lastname@example.org | 415.561.6186
Carrie is responsible for the management and maintenance of RSF’s Salesforce.com database including management of the requirements gathering process and solution design and implementation on the platform. As a certified Salesforce.com Administrator and Developer, she previously worked as a project manager implementing Salesforce.com for multiple non-profits across the country.
Manager, Client Development
email@example.com | 415.561.6151
Catherine manages the day-to-day operations of RSF’s Client Development program, which includes cultivating relationships with current and prospective clients. Catherine has spent most of her career in philanthropy and has worked with both public charities and private foundations in her previous roles at the Tides Foundation and SunTrust Bank. She received her BS in Business from Georgia Tech in Atlanta.
Cres Van Keulen
firstname.lastname@example.org | 415.561.6155
Cres manages the Executive Office, serving as the President/CEO’s liaison to external constituencies and RSF’s senior managers, staff, and the Board of Trustees. Before joining RSF, Cres managed several non-profit membership associations, primarily in financial services. She serves on two non-profit boards of directors and has a BS in Organizational Behavior from the University of San Francisco.
Associate, Credit & Portfolio Management
email@example.com | 415.561.6196
Dan is responsible for evaluating and monitoring the risk of existing and potential borrowers in the loan portfolio. Prior to RSF, Dan was an expatriate in the United Kingdom where he worked as risk management professional on a commodities trade floor. He has a BA in Finance and Accounting, with a minor in International Studies from the University of Houston, and is a CFA charterholder.
firstname.lastname@example.org | 415.561.6184
Dave is responsible for overseeing all legal and documentation matters in the origination, modification and renewal of loans within the Social Enterprise Lending portfolio. Previously, Dave worked in the real estate group of major law firms in New York and Palo Alto. He received a J.D. from the Boston University School of Law and a BA, cum laude, from Eastern Michigan University. Dave is admitted to practice law in California and New York.
President & CEO
email@example.com | 415.561.6177
Don has served as President & CEO of RSF Social Finance since 2007. He grew up in central New Jersey, and comes from a long ancestry of Quaker farmers and small business people in and around Philadelphia. Don lives in Berkeley, California with his wife Jennifer and their two children, Sabine and Samuel. He graduated from Cornell University with a BA in American History.
Don has been a social entrepreneur for many years, growing a for-profit education business, a software company, and a sporting goods manufacturer, in addition to a non-profit, the Business Alliance for Local Living Economies.
As leaders in social finance, Don and the team at RSF seek to transform the way the world works with money. In a world where our financial system can be described as complex, opaque, and anonymous, based on short-term outcomes, RSF is constantly asking the question, “How can we model financial transactions that are direct, transparent, and personal, based on long-term relationships?” Under Don’s leadership, RSF’s total assets have grown 40% in the past three years, to over $160 million.
Program Associate, Philanthropic Services
firstname.lastname@example.org | 415.561.6164
Ellie is responsible for administrative and program support including grants and gifts processing, reporting, compliance and client services. Previously, Ellie served as an AmeriCorps volunteer in New Mexico. She received a BAS in Strategic Communication and a BA in Spanish Language and Culture from The Ohio State University.
email@example.com | 415.561.6153
Emily is responsible for supervising the accounting team. Previously, Emily was office manager and accountant for a private firm in Idaho. She received her MS in Taxation from Golden Gate University.
Chief Financial Officer
firstname.lastname@example.org | 415.561.6176
Gary Schick has served as the Chief Financial Officer of RSF Social Finance since 2004 and currently manages all financial and mission related investing activities. During his tenure at RSF, he has also managed – and continues to oversee – the organization’s legal, accounting, operations, systems, and administration functions.
Prior to joining RSF, Gary served as Chief Financial Officer at several financial service organizations including CompuFund, Midwest Pacific Financial, and Frank Howard Allen Realtors. He has over twenty years of financial, management, and operational experience with firms large and small, from startups to multi-company organizations with up to 150 employees and $800 million in transaction volume. Gary earned a BS in Business Administration, with an emphasis in accounting and finance, from the University of California at Berkeley. He is a California CPA and Real Estate Broker. He lives in Healdsburg with his wife, Mary.
email@example.com | 415.561.6180
Ghion provides accounting support to RSF and is responsible for account reconciliations, monthly closings, and other analysis. Previously, Ghion worked as a program director and accountant for different nonprofit and community based organizations in Oakland. He received a BSc in Accounting and a BA in Economics from San Francisco State University.
Jenn Raley Miller
Senior Human Resources Manager
firstname.lastname@example.org | 415.561.6163
Jenn manages a broad scope of human resources matters, including hiring, new staff on-boarding, payroll and benefits administration, workplace safety, and employee policies. Since 2004, Jenn has honed her skills as an HR practitioner and consultant. She received SPHR certification in 2010. Jenn has a BA from Georgetown University.
email@example.com | 415.561.6156
Jillian focuses on furthering RSF’s outreach and community engagement through print and online publications including RSF’s website and quarterly newsletter. Previously, Jillian worked in executive recruiting for internet, technology, and consumer goods companies. She received a BA in Art History and Sociology from the University of Maryland, College Park.
Senior Director, Investments
firstname.lastname@example.org | 415.561.6172
Joe manages the RSF Mezzanine Fund, which provides subordinated debt and equity to small, growth-stage socially responsible companies. Previously, Joe was a Vice President with GE Capital’s Merchant Banking Group. He received his MBA from the Peter F. Drucker Graduate School of Management in Claremont, California.
Vice President, Organizational Culture
email@example.com | 415.561.6158
John guides the organizational culture at RSF. The purpose of organizational culture is to tend to the reflective capacities of RSF, including how we articulate and practice our values in internal relationships and with our clients, how we learn as an organization, and how we manifest those values and practices through our public voice.
John has worked with over 100 non-profits over the last several years in the areas of capacity building and culture change. He has led many workshops, lectured, and written about aspects of money and governance for non-profits. John has founded two non-profits, served as a trustee on several (including Yggdrasil Land Foundation), and worked as the administrator at an independent school before joining RSF. He has written extensively on many aspects of charitable organizations, associative economics, life as an active member of a 29 year old biodynamic CSA, and on the topics of money and philanthropy, including The Genius of Money—Essays and Interviews Reimagining the Financial World. He lives in San Francisco.
firstname.lastname@example.org | 415.561.6181
Kate is responsible for proactively identifying opportunities to strengthen relationships with current borrowers and maintaining a robust pipeline of prospective borrowers. Kate works specifically with social entrepreneurs in the sustainable food & agriculture sector. Previously Kate worked in economic development on the western slope of Colorado. Kate received her MBA from Colorado State University in their Global Social and Sustainable Enterprise program.
Chief Operating Officer
email@example.com | 415.561.6162
Katrina executes on RSF’s strategic priorities and client engagement goals by providing vision and guidance to the Client Development, Social Enterprise Lending Business Development, Philanthropic Services, and Marketing & Communications teams. Other responsibilities include leading the Operations Team and facilitating the annual operational planning and budgeting process. She partners with other senior leaders to guide the effective use of organizational resources, and inspire a vibrant connection to RSF’s purpose, values, and operating principles. Her previous areas of expertise include human resources, meeting and retreat facilitation, leadership development, agricultural land trust administration, and non-profit corporate governance. Before joining RSF in 2004, Katrina held positions with the UCSD Ethnic Studies Department, City of San Diego Planning Department, UCSD Food Cooperative, and San Diego Environmental Health Coalition. She served on the board of GirlVentures for five years and is passionate about the empowerment of women and girls. She graduated with honors from UC San Diego with a BA in Urban Studies & Planning and also received a Master of Nonprofit Administration from the University of San Francisco.
Director, Philanthropic Services
firstname.lastname@example.org | 415.561.6152
Kelley is responsible for providing philanthropic advisory services, while managing and directing all components of the Philanthropic Services Program. Previously, she served as the Vice President of the board of the Haight Ashbury Food Program and acted as coordinator for the Bay Area Fair Trade Coalition. She graduated from San Diego State University with a BA in anthropology.
Senior Manager, Client Development
email@example.com | 415.561.6160
Mark is responsible for the relationship management of investors in RSF’s $100 million Social Investment Fund, while also assisting with business development and philanthropic services. Previously he worked in finance in the public relations and legal sectors, and started his business career in book publishing. Mark has an MA in English and Writing from Hollins University.
firstname.lastname@example.org | 415.561.6161
Megan is responsible for providing administrative and clerical support to the Marketing & Communications team with a focus on print and online publications, social media, event logistics, and sponsorships. Previously, Megan worked in development and communications at an HIV/AIDS research organization in Los Angeles. She received a BA in International Relations from the University of Southern California.
Senior Manager, Marketing & Communications
email@example.com | 415.561.6157
Melinda is responsible for overseeing the Marketing & Communications team as well as managing RSF’s events and sponsorships. Previously, Melinda was Executive Director of the Bay Area Green Chamber of Commerce. She received her MBA in Sustainable Enterprise from Dominican University of California.
Client Development Associate
firstname.lastname@example.org | 415.561.6167
Meredith provides administrative and program support to the Client Development Team, primarily by assisting with the cultivation and acquisition of new clients. Previously, Meredith spent two years with AmeriCorps working for a music education non-profit and the American Red Cross. She graduated from the University of Virginia majoring in Economics and History.
email@example.com | 415.561.6192
Mike is the primary point person for relationships with existing and prospective borrowers in the field of Ecological Stewardship. He works with social enterprises to assess potential fit with RSF’s lending programs, and to evaluate new and renewing loan opportunities based on social and financial criteria. Previously, Mike served as the Asia Regional Manager for Grameen Foundation’s capital markets team focusing on providing financing and financial advisory services to microfinance institutions and other businesses focused on alleviating poverty. He received an MBA from the Thunderbird School of Global Management.
firstname.lastname@example.org | 415.561.6182
Natalia provides accounting support to RSF and is responsible for account reconciliations, monthly closings, and other analysis. Previously, Natalia worked as a program assistant for Intrax, a cultural exchange program for international students. She has a BA in Global Economics from State Academy of Economics, Russia.
Director, Portfolio Management & Loan Operations
email@example.com | 415.561.6185
Nina oversees credit underwriting, loan operations and portfolio management at RSF. Previously, Nina held senior credit underwriting and administration positions with OBDC Small Business Finance, America California Bank, and Sterling Bank & Trust, FSB. She received an MS in Accounting and Economics from the Belarusian Trade-Economic University of Consumer Cooperation.
Director, Information Systems
firstname.lastname@example.org | 415.561.6159
Rebecca is responsible for all of RSF’s IT systems including implementing new technology, user adoption of new systems, and IT security. She has been working in IT for over 10 years, focusing on supporting non-profits’ IT infrastructure and is passionate about continually finding ways to use technology to work more efficiently in order to be more responsive to client’s needs. She received her BA in Studio Art from Saint Olaf College.
Senior Lending Associate
email@example.com | 415.561.6175
Reed is responsible for identifying potential new borrowers and determining funding alignment. Reed’s work and passion focuses specifically on arts organizations. Previously, he worked for an asset-building coalition as an AmeriCorps VISTA as well as a licensed representative for Fidelity Investments. Reed studied Business and Sociology while at Tarleton State University.
Loan Servicing Associate
firstname.lastname@example.org | 415.561.6178
Steven coordinates with members of RSF’s Lending and Accounting teams to ensure timely completion of loan closing and funding tasks, as well as servicing and processing loan transactions. Previously, Steven was a Research Analyst at Wells Fargo with project management background in commercial real estate. He received his BS in International Business and Management from San Francisco State University.
Loan Servicing Manager
email@example.com | 415.561.6170
Tammy is responsible for managing funding, repayment, and monitoring for RSF’s loan programs. Previously, Tammy worked in a grassroots advocacy firm in Nebraska and served as Executive Assistant to the Nebraska Equal Opportunity Network (NEON), the trade association for microenterprise programs in Nebraska. Later, she helped qualify a program as a CDFI Fund of the U.S. Department of Treasury and was elected to the Executive Committee of NEON. She holds a BA in English from Nebraska Wesleyan University.
Senior Director, Lending
firstname.lastname@example.org | 415.561.6179
Ted leads RSF’s $75 million Social Enterprise Lending program including business development and portfolio management. Prior to RSF, Ted worked as the Business Manager for a startup school and startup bamboo company in Indonesia. He spent the previous decade in small business finance providing working capital and equipment loans to growing companies in California. He earned a BA in Economics from Tufts University.
Senior Counsel, Legal & Compliance
email@example.com | 415.561.6183
Tim is responsible for overseeing the Legal & Compliance department and also handles select transactional matters for the Social Enterprise Lending program and the RSF Mezzanine Fund. Previously, Tim worked in the commercial finance and investment management departments of major law firms in New York and San Francisco. He received his J.D., cum laude, from The University of Michigan Law School and his BA, magna cum laude, from Bates College. Tim is admitted to practice law in California and New York.
firstname.lastname@example.org | 415.561.6165
Val focuses on ensuring the effective operations of RSF’s front office and facilities. Previously, Val worked in the software and music industries, as an office and facilities manager and event coordinator.
Director of Accounting
email@example.com | 415.561.6154
Vickie manages accounting operations for RSF and its related companies. She is responsible for ensuring that accurate and timely financial information is available to Management, the Board and the external auditors in accordance with legal requirements.
- Printed from http://rsfsocialfinance.org/about/staff/