Kimberly Zimmerman Rand, MSW, AFC®, FFC®
Principal at Dragonfly Financial Solutions LLC- Claim this Profile
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Bio
Laura Lucas
Kimberly's skilled coaching transformed my team's processes for greater impact.
Margaret Miley
We have called on Kimberly for a number of consultations related to developing and designing financial capability programs. She is well informed on national research and recent program innovations, and draws from a broad network of colleagues across the country. On bigger projects she is a warm and attentive team member. I recommend her frequently to our partners who want thoughtful jobs delivered efficiently.
William Shorr
Dear Kimberly, I am so appreciative of the supportive coaching that you have provided over the past seven months. I am clearly in a different place in my thinking and in our finances, and I attribute much of our progress to the work we did together. You have asked great questions, listened actively, and offered wise reflections and direction at the appropriate moments. Your nonjudgmental approach, mixed with your patience and your lovely sense of humor, are a fabulous counterpoint to your crisp and efficient professionalism. Thanks again for everything; your future clients don't yet know how lucky they will be. Warm regards, William Shorr, EdD Critical Exploration Press
Laura Lucas
Kimberly's skilled coaching transformed my team's processes for greater impact.
Margaret Miley
We have called on Kimberly for a number of consultations related to developing and designing financial capability programs. She is well informed on national research and recent program innovations, and draws from a broad network of colleagues across the country. On bigger projects she is a warm and attentive team member. I recommend her frequently to our partners who want thoughtful jobs delivered efficiently.
William Shorr
Dear Kimberly, I am so appreciative of the supportive coaching that you have provided over the past seven months. I am clearly in a different place in my thinking and in our finances, and I attribute much of our progress to the work we did together. You have asked great questions, listened actively, and offered wise reflections and direction at the appropriate moments. Your nonjudgmental approach, mixed with your patience and your lovely sense of humor, are a fabulous counterpoint to your crisp and efficient professionalism. Thanks again for everything; your future clients don't yet know how lucky they will be. Warm regards, William Shorr, EdD Critical Exploration Press
Laura Lucas
Kimberly's skilled coaching transformed my team's processes for greater impact.
Margaret Miley
We have called on Kimberly for a number of consultations related to developing and designing financial capability programs. She is well informed on national research and recent program innovations, and draws from a broad network of colleagues across the country. On bigger projects she is a warm and attentive team member. I recommend her frequently to our partners who want thoughtful jobs delivered efficiently.
William Shorr
Dear Kimberly, I am so appreciative of the supportive coaching that you have provided over the past seven months. I am clearly in a different place in my thinking and in our finances, and I attribute much of our progress to the work we did together. You have asked great questions, listened actively, and offered wise reflections and direction at the appropriate moments. Your nonjudgmental approach, mixed with your patience and your lovely sense of humor, are a fabulous counterpoint to your crisp and efficient professionalism. Thanks again for everything; your future clients don't yet know how lucky they will be. Warm regards, William Shorr, EdD Critical Exploration Press
Laura Lucas
Kimberly's skilled coaching transformed my team's processes for greater impact.
Margaret Miley
We have called on Kimberly for a number of consultations related to developing and designing financial capability programs. She is well informed on national research and recent program innovations, and draws from a broad network of colleagues across the country. On bigger projects she is a warm and attentive team member. I recommend her frequently to our partners who want thoughtful jobs delivered efficiently.
William Shorr
Dear Kimberly, I am so appreciative of the supportive coaching that you have provided over the past seven months. I am clearly in a different place in my thinking and in our finances, and I attribute much of our progress to the work we did together. You have asked great questions, listened actively, and offered wise reflections and direction at the appropriate moments. Your nonjudgmental approach, mixed with your patience and your lovely sense of humor, are a fabulous counterpoint to your crisp and efficient professionalism. Thanks again for everything; your future clients don't yet know how lucky they will be. Warm regards, William Shorr, EdD Critical Exploration Press
Credentials
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HUD Certified Housing Counselor
U.S. Department of Housing and Urban DevelopmentJun, 2021- Oct, 2024 -
College Finance Essentials
AFCPE® (Association for Financial Counseling and Planning Education®)Jan, 2021- Oct, 2024 -
Financial Inclusion Essentials
AFCPE® (Association for Financial Counseling and Planning Education®)May, 2020- Oct, 2024 -
Housing Essentials
AFCPE® (Association for Financial Counseling and Planning Education®)Jan, 2020- Oct, 2024 -
Credit as an Asset Master Trainer
Credit Builders AllianceJan, 2017- Oct, 2024 -
Certification in Credit Counseling
Consumer Credit Counseling Service/ ClearPoint Credit Counseling SolutionsJan, 2004- Oct, 2024 -
Certificate of Professional Recognition in Homebuyer Education
NeighborWorks AmericaJan, 2002- Oct, 2024 -
Accredited Financial Counselor (AFC)
AFCPE® (Association for Financial Counseling and Planning Education®)Jul, 2020- Oct, 2024 -
Financial Fitness Coach
AFCPE® (Association for Financial Counseling and Planning Education®)Jul, 2020- Oct, 2024
Experience
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Dragonfly Financial Solutions LLC
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United States
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Professional Training and Coaching
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1 - 100 Employee
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Principal
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Apr 2007 - Present
Program Design and Development Consulting Highlights: Train nonprofit staff in development and application of Customer Journey Mapping | Coach nonprofit staff in management of matched savings program | Research and document need for city-wide credit building initiative | Design virtual Financial Coaching Program to serve Massachusetts residents | Bring innovative asset building strategies to nonprofits serving populations such as Head Start, non-custodial fathers | Design matched savings component of educational enrichment/work-readiness program for low-income youth Professional Development Training Highlights: Develop and conduct multi-day professional development courses on adult/youth financial capability and credit building | Train and mentor front-line human service professionals | Develop curriculum, conduct live/virtual training on program management, financial content, and adult education facilitation techniques Individual, Couple, and Small Group Personal Finance Coaching Highlights: Partner with clients across 5-session series to achieve identified financial goals | Conduct individual financial coaching to nonprofit professionals as an employee benefit | Work with nonprofits to create and facilitate monthly group coaching cohort and track participant progress Show less
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International Institute of New England
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Individual and Family Services
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1 - 100 Employee
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Interim Vice President for Operations
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2005 - 2006
Provided short-term leadership and hands-on support to agency’s organizational infrastructure to sustain outstanding service to clients during hiring, transition of its president. Fostered a climate where staff were motivated and supported to work as a team toward shared and explicit goals including implementation of systems for communication related to IIB’s transition. Contributed tactical advice to board of directors relating to IIB’s short-term direction, capacities Provided short-term leadership and hands-on support to agency’s organizational infrastructure to sustain outstanding service to clients during hiring, transition of its president. Fostered a climate where staff were motivated and supported to work as a team toward shared and explicit goals including implementation of systems for communication related to IIB’s transition. Contributed tactical advice to board of directors relating to IIB’s short-term direction, capacities
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YouthBuild USA
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United States
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Non-profit Organizations
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100 - 200 Employee
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Director, National IDA Program and Loan Fund
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2004 - 2005
Provided leadership, coaching to site staff to implement local IDA projects for young adults. Maintained financial institution relationships, developed streamlined operating procedures. Served the financial needs of grassroots programs by conducting all of the lending process: evaluating inquiries, underwriting loan requests, managing disbursements, and monitoring loans. Oversaw daily operations including staff supervision, fostering relationships funders and professional networks, and ongoing program assessment and evaluation. Show less
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Director of Economic Development
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2000 - 2004
Founded IDA, first-time homebuyer education, and microenterprise development programs serving low-income refugee and immigrant communities throughout greater Boston. Developed effective policies and procedures to manage more than 250 IDAs; leveraged local resources to generate more than $4.3 million in combined assets working immigrant families. Managed daily operations and supervised professional, contract, and volunteer staff of eight.
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Citizenship Center Coordinator
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1998 - 2000
Administered comprehensive, volunteer-driven, citizenship assistance center providing immigrants with application assistance, one-on-one citizenship test and interview preparation, and legal counsel when needed. Managed day-long, volunteer-staffed, citizenship application workshops. Organized and oversaw a televised naturalization ceremony for 200 immigrants. Served on state citizenship task force and maintained productive relationship with local INS office.
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Freedom House
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United States
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Non-profit Organizations
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300 - 400 Employee
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Public Relations Advisor
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2000 - 2000
Designed and delivered training and technical assistance on public relations and community outreach techniques regarding the benefits of Latvian citizenship to the Russian ethnic community. Assisted Latvian Naturalization Board in message development, creative outreach design, and promotional material preparation; guided staff in establishing relationships with NGOs, schools, and government offices. Briefed American Ambassador and other international representatives on the success of local initiatives. Show less
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JVS Boston
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United States
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Individual and Family Services
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100 - 200 Employee
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Microenterprise Trainer
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1996 - 1998
Conducted intensive microenterprise training courses to refugee entrepreneurs covering marketing and sales, operations, and financial management; provided individual technical assistance. Conducted intensive microenterprise training courses to refugee entrepreneurs covering marketing and sales, operations, and financial management; provided individual technical assistance.
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WomanSpirit, Inc.
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United States
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Hospitals and Health Care
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Microenterprise Project Assistant
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1995 - 1996
Conducted needs assessment and assisted with curriculum development for a financial literacy and economic justice program for African American women. Administered Trickle-Up Program providing start-up grants to low-income African-American entrepreneurs. Conducted needs assessment and assisted with curriculum development for a financial literacy and economic justice program for African American women. Administered Trickle-Up Program providing start-up grants to low-income African-American entrepreneurs.
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Deaconess Foundation
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United States
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Philanthropic Fundraising Services
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1 - 100 Employee
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Program Assistant
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1995 - 1995
Contributed to the development of HIV education program for inner-city elementary school students. Monitored and evaluated two neighborhood-based programs: computer and internet training for elders, and home visiting service for low-income pregnant and parenting women. Contributed to the development of HIV education program for inner-city elementary school students. Monitored and evaluated two neighborhood-based programs: computer and internet training for elders, and home visiting service for low-income pregnant and parenting women.
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Program Coordinator
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1992 - 1994
Developed and managed on-site medical clinic utilizing all-volunteer physician and nursing staff. Directed volunteer program of 30 participants, including recruiting new volunteers and conducting over 50 educational tours for community members. Co-authored proposals, maintained grants and contracts from national, state, and local sources, and coordinated regular fundraisers. Developed and managed on-site medical clinic utilizing all-volunteer physician and nursing staff. Directed volunteer program of 30 participants, including recruiting new volunteers and conducting over 50 educational tours for community members. Co-authored proposals, maintained grants and contracts from national, state, and local sources, and coordinated regular fundraisers.
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Education
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1994 - 1996
Washington University in St. Louis
MSW, Social and Economic Development, Management -
1988 - 1992
Colby College
BA, Psychology
Community
