Search by Team
Program Manager, Philanthropic Services
firstname.lastname@example.org | 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.
Client Engagement Associate
email@example.com | 415.561.6174
Amy provides program and administrative support to the Client Development team, primarily by assisting the cultivation, acquisition, and stewardship of prospective and existing investors and donors. Previously, Amy was Director of Donor Relations and Marketing at After Hours Ministry. She received a BA in Social Sciences and French from University of Southern California.
Manager, Social Enterprise Lending
firstname.lastname@example.org | 415.561.7985
Amy is responsible for cultivating strong working relationships with existing and prospective education borrowers. Previously, she served as Administrator and then as Development Director at Desert Marigold School in Phoenix, a longtime RSF borrower. Amy has a certificate in Waldorf Administration from Rudolf Steiner College, as well as a BA in English from Stanford University and an MA in French Literature from the University of Arizona. She also serves on the board of directors of the Alliance for Public Waldorf Education.
Senior Administrative Associate, Executive Team
email@example.com | 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
Senior Loan Processor
firstname.lastname@example.org | 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.
Senior Manager, Information Systems
email@example.com | 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.
Senior Manager, Client Engagement
firstname.lastname@example.org | 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
email@example.com | 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.
firstname.lastname@example.org | 415-561-3900
Diane is responsible for ensuring the effective operations of RSF’s front office and facilities. Previously, Diane worked in the natural products and integrative health industries as a retail buyer and in outside sales, with a special focus on nutrition. She received her BA in Sustainable Community from the New College of California.
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.
Senior 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.
Senior Accounting Manager
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.
firstname.lastname@example.org | (415) 561-6156
Enrique manages marketing and communications for clients and staff at RSF Social Finance. His purview includes RSF’s website, quarterly newsletters, annual report, and social media. Previously, Enrique oversaw marketing for The Conservation Fund’s Natural Capital Investment Fund, and wrote for PASSPORT Magazine in New York City. He received a bachelor’s degree from the School of Media and Journalism at the University of North Carolina at Chapel Hill.
Chief Financial Officer
email@example.com | 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.
firstname.lastname@example.org | 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
email@example.com | 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.
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.
Senior Manager, Social Enterprise Lending & Integrated Capital
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 serves as Chief Operating Officer at RSF Social Finance where she provides vision and guidance to the Client Engagement, Social Enterprise Lending Business Development, Philanthropic Services, and Marketing teams. She partners with other senior leaders to guide the effective use of organizational resources and the achievement of strategic priorities. She ensures that there is a vibrant connection between RSF’s products/services, its organizational culture, and its purpose to transform the way the world works with money from transactions to relationships. In recent years she has been instrumental in developing RSF’s unique Integrated Capital approach to funding and supporting catalytic social enterprises. Her previous areas of expertise include meeting and retreat facilitation, leadership development, human resource management, event planning, agricultural land trust administration, and non-profit corporate governance. Before joining RSF in 2004, Katrina held positions with the UC San Diego Ethnic Studies Department, City of San Diego Planning Department, UC San Diego Food Cooperative, and San Diego Environmental Health Coalition. She also served on the board of GirlVentures for five years and is passionate about the empowerment of women and girls, and women’s leadership in the fields of finance and social enterprise. She graduated with honors from UC San Diego with a BA in Urban Studies & Planning and received a Master of Nonprofit Administration degree from the University of San Francisco.
Director, Philanthropic Services
firstname.lastname@example.org | 415.561.6152
Kelley is responsible for directing all components of RSF’s Philanthropic Services Program while working closely with our client community. She leads the Shared Gifting work as well as RSF’s effort to make visible the role of gift in our economic system. Kelley plays a key role in coordinating RSF’s Integrated Capital approach to financing. Previously, she served on the board of the Haight Ashbury Food Program and coordinated the Bay Area Fair Trade Coalition. She graduated from San Diego State University with a BA in anthropology.
email@example.com | 415.561.6166
Lynne manages RSF's underwriting function by balancing impact, risk and the needs of current and prospective clients. Her primary focus is on social enterprise lending and program related investments across RSF's mission areas: food and agriculture, ecological stewardship and arts and education. Lynne has spent most of her career in risk management and business development in accountancy and banking. Lynne is a qualified Chartered Accountant and has an MBA in Corporate Finance from IE Business School.
Senior Manager, Client Engagement
firstname.lastname@example.org | 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.
email@example.com | 415.561.6161
Megan is responsible for maintaining online media, managing event logistics, assisting with print publications and collateral, and providing administrative and clerical support to the Marketing and Communications department. 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.
firstname.lastname@example.org | 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.
Associate, Social Enterprise Lending
email@example.com | 415.561.6167
Meredith provides program support to the Lending team, primarily working to evaluate potential borrowers for mission and financial fit within the Food & Agriculture portfolio. Previously, she was as an associate on the Client Development team assisting RSF’s investor clients. She graduated from the University of Virginia majoring in Economics and History, and spent her first few years out of school as an AmeriCorps volunteer.
Manager, Social Enterprise Lending
firstname.lastname@example.org | 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.
Senior Human Resources Associate
email@example.com | 415-561-6199
Muy is responsible for providing general support for Human Resources, which include recruiting and onboarding, benefits administration, and time & leave tracking. Before entering the nonprofit sector, she worked for several publications in the Bay Area. She got her BA in Magazine Journalism with an additional focus on Asian American and Women Studies.
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, Credit and 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.
Senior 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.
Manager, Social Enterprise Lending
email@example.com | 415.561.6175
Reed is responsible for identifying potential new borrowers and determining funding alignment. Reed also works with existing RSF Social Finance borrowers. 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.
Associate, Social Enterprise Lending
email@example.com | 415.561.6190
Stu supports the business development efforts of the lending team, working specifically to evaluate new and renewing loan opportunities based on social, environmental, and financial criteria. Previously, Stu worked for the High Meadows Fund, an environmental foundation in Burlington, Vermont. Stu received a BA in Human Ecology from Middlebury College.
Loan Servicing Manager
firstname.lastname@example.org | 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.
Director, 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.
Director of Accounting
firstname.lastname@example.org | 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.