Experience

Raza Development Fund

• United States
• Financial Services
• 1 - 100 Employee

• Director of UnidosUS Affiliated Investments

  • Jan 2020 - Present

  Phoenix, Arizona Area Leverage already-established connections with the UnidosUS affiliate network to expand the following programs and fundraise with personal networks of corporate and philanthropic foundations to support the long-term sustainability of these program initiatives. ► UnidosUS Affiliate Support Program: Creator and Decision-maker, developing and managing this program with full authority to make decisions on behalf of RDF and interface with the UnidosUS team, the internal RDF team, the… Show more Leverage already-established connections with the UnidosUS affiliate network to expand the following programs and fundraise with personal networks of corporate and philanthropic foundations to support the long-term sustainability of these program initiatives. ► UnidosUS Affiliate Support Program: Creator and Decision-maker, developing and managing this program with full authority to make decisions on behalf of RDF and interface with the UnidosUS team, the internal RDF team, the Affiliates, and the external technical consultants. Program Description: Establish an outreach and technical assistance model that helps to educate, inspire, and activate nonprofit organizations to develop earned income strategies, explore social enterprise opportunities, and seek CDFI investments along a path of transformational growth and impact in their communities. Grant Administration: RDF invested an initial 250K in the initiative and the parent company UnidosUS matched the investment to grow the program to 15 affiliates participating. Ten projects have been identified and 25K grants are being leveraged as equity in projects. ► Community Enterprise Development Program: Program Description: Leveraging the ASP model the CEDP helps community-based small business development enterprises adapt their strategies and operating models to improve their support of underserved small businesses. Additionally, RDF establishes investment channels through these nonprofits, providing access to capital to small businesses in the communities they serve. Grant Administration: Initial investments totaling $4M committed. Another $2.5 Million pending. Show less



UnidosUS (formerly National Council of La Raza)

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Director Of Housing Programs

  • Apr 2015 - Jan 2020

  Phoenix, Arizona Developed a technical assistance program that was used to train the Community Development Specialist team and improve their skills at assessing, diagnosing, and developing training and technical assistance plans for network agency improvement. ► Housing Counseling Network: Expanded and improved the performance of the Housing Counseling Network which increased network from 42 to 51 agencies and funding as follows: 43K (2016) to 72K (2019) increase in clients served by Housing… Show more Developed a technical assistance program that was used to train the Community Development Specialist team and improve their skills at assessing, diagnosing, and developing training and technical assistance plans for network agency improvement. ► Housing Counseling Network: Expanded and improved the performance of the Housing Counseling Network which increased network from 42 to 51 agencies and funding as follows: 43K (2016) to 72K (2019) increase in clients served by Housing Counseling Network. $1.2 Million (2015) to $2.5 Million (2019) — federal HUD Housing Counseling grant increase (Grew to the 3rd largest network and HUD Award in the nation) $2M to almost $3M — National Foreclosure Mitigation grant increase. ► Call Center: Managed a $7M budget and P&L to establish and oversee a unique call center model that leveraged the housing counseling network workforce to provide services through a national telephonic platform. The Call Center generated fee-for-service revenue and private grant funding and served as a connector to national foreclosure mitigation and pre-purchase counseling programs with banks like Ocwen, Wells Fargo, Citibank, Bank of America. $1.2M grant: Bank of America supporting rental & foreclosure counseling across the network $200K annual grant: Ocwen Foreclosure $650K annual grant: Wells Fargo pre-purchase program $200K grant: Client management system creation w/IT consultants (Citibank) $500K grant: Rental Counseling (Citibank–2018) Ø $100K annual (2 years): Oportun financial coaching grant $350K annual fees: Wells Fargo post modification fee for service program generated in annual counseling fees $50K grant: Center for Financial Services Innovation Show less



GreenPath Financial Wellness

• United States
• Financial Services
• 200 - 300 Employee

• Regional Manager

  • 2011 - 2015

  Ocala, Florida Area ► Mergers & Acquisitions (M&As): Integral part of the M&A Team adding 4 Florida offices and 3 South Texas offices (15 total counselors) to regional management. Closely aligned with internal stakeholders to assess the market feasibility of each new region, organizational structure, staffing quality and levels, technology, business practices, and financial models. Turnaround Operations: Tremendous regional turnaround success within an 18-month period, rapidly recouping the initial… Show more ► Mergers & Acquisitions (M&As): Integral part of the M&A Team adding 4 Florida offices and 3 South Texas offices (15 total counselors) to regional management. Closely aligned with internal stakeholders to assess the market feasibility of each new region, organizational structure, staffing quality and levels, technology, business practices, and financial models. Turnaround Operations: Tremendous regional turnaround success within an 18-month period, rapidly recouping the initial investment in 3 years. New regions became revenue-generating entities of the organization due to streamlining processes, strategic staff reductions, introducing new technology, and staff training. Created assessments and implementation plans for effective region integration. Market share Volume: Increased profitability and market share through the consolidation of the Florida offices from 4 to 2 and relocating them to the major cities of Jacksonville and Tampa. By 2012 had the largest regional coverage in the company and was responsible for 21% of the counseling revenue being generated. Created a community relations position that allowed the organization to establish referral partnerships with other nonprofits, social service agencies, schools, and city offices helping to increase the visibility and increasing client volume for all regions. The outreach strategy was emulated by other regions to much success. Show less

• Group Manager

  • 2005 - 2010

  New York, New York ► Transformative Innovation: Turned around two failing regions across ten in New York and Arizona, creating strategies that propelled profitability and 98% customer satisfaction in less than 2 years. Grew from annual deficits to 21% average net profits (700K) annually from 2007 to 2011. Increased community partnerships to drive client volume to a high of 21,000 clients per year. Consistently Awarded 3 to 5 out of Top Ten — from having no counselor in the Best Performer Life. Ranked Top 3… Show more ► Transformative Innovation: Turned around two failing regions across ten in New York and Arizona, creating strategies that propelled profitability and 98% customer satisfaction in less than 2 years. Grew from annual deficits to 21% average net profits (700K) annually from 2007 to 2011. Increased community partnerships to drive client volume to a high of 21,000 clients per year. Consistently Awarded 3 to 5 out of Top Ten — from having no counselor in the Best Performer Life. Ranked Top 3 out of 10 managers — revenue and clients served annually. ► Grant Writing & Administration ($500K): Co-wrote and collaborated with Santa Fe Community college on a $500K grant to offer Veterans, homemakers, college, and high school students financial coaching at the community college. Grant was renewed for two years allowing us to successfully serve these populations in the Gainesville area. Show less



DayBreak Adult Care Services, Inc.

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Administrator

  • 2002 - 2005

  Elizabeth, New Jersey ► Oversight, management, and operational responsibility of a 75 person Adult Day Care facility. Strategically grew this facility into a fully functional, lucrative business with two shifts totaling 150 participants. For five years maintained a productive, enriching environment for the elderly community in the Elizabeth, NJ area. Every year successfully exceeding standards and regulations set by the state of New Jersey as well as the Council on Accreditation. Quickly becoming known as… Show more ► Oversight, management, and operational responsibility of a 75 person Adult Day Care facility. Strategically grew this facility into a fully functional, lucrative business with two shifts totaling 150 participants. For five years maintained a productive, enriching environment for the elderly community in the Elizabeth, NJ area. Every year successfully exceeding standards and regulations set by the state of New Jersey as well as the Council on Accreditation. Quickly becoming known as the highest quality provider in the area. Show less