MANAGEMENT AND STAFF

MBA, University of California, Los Angeles Anderson School of Management
M.A. Public Policy (MPP), Georgetown University.
B.A. Political Science & History, University of California, Los Angeles

• Spearheads SDS as the national leader in the $10-$12 billion Double Bottom Line (DBL) and Triple Bottom Line (TBL) real estate and business fund industry
• Conceives and manages SDS' line of DBL/TBL private equity tools promoting prosperity and sustainability in low-income communities
• Responsible for new business development, investor and client relations, and professional staff oversight

MBA, Pepperdine University
B.S. Marketing, San Diego State University

• Manages staff and operations for SDS' DBL/TBL funds, New Markets Tax Credit activities, and Community Development Group
• Responsible for oversight and development of financial systems, marketing, human resources, and technology functions for SDS
• Involved in new business development and client relations

MBA, University of Southern California
B.A. Economics, University of California, Los Angeles

• Oversees accounting for all divisions and subsidiaries, and senior manager guiding growth and providing strategic direction to the company
• Developed the internal operational infrastructure to manage the National New Markets Fund LLC, an allocation of federal tax credits for real estate projects in low-income communities
• Engaged in all aspects of the NMTC process from application, project analysis, and deployment to management of the accounting and compliance required for regulatory alignment

MBA, Washington University, John M. Olin School of Business
B.A. Business Administration, Morehouse College

• Manages the National New Markets Fund and its $75 million allocation focusing on deal identification and capital deployment, compliance, and future New Markets Tax Credits allocations
• Works with investors to structure investments and loans
• Supports business development activities, including developing DBL and TBL funds
• Monitors and strengthens second and third bottom line impacts of funds

M.A. Clinical Psychology, California School of Professional Psychology
B.A. Psychology, B.A. History, University of California, Los Angeles

• Manages Community Development Group client projects and assists in their capacity building and strategic fundraising efforts
• Responsible for new business development and financial/programmatic growth strategies for Community Development Group clients
• Plays a key role in the evaluation, monitoring, and reporting of Community Development Group client programs and initiatives

B.S. Management Science, University of California, San Diego

• Manages the research and development of DBL and TBL funds and market analysis/investment strategies for DBL and TBL funds
• Supports research on TBL private equity product line

• Manages compliance and monitoring issues for National New Markets Fund's $75 million in New Markets Tax Credit allocations
• Provides Implan community impact data for future, ongoing, and past real estate projects

B.A. Economics & English Literature, Principia College

• Conducts research on gap financing opportunities
• Assists with grant writing, impact reporting, and other projects for Community Development Group clients