CDFI - Key Persons


Adrienne Massey

Job Titles:
  • Construction Loan Management

Alan Woo

Job Titles:
  • Community / NMTC Advisory Board Member since 2003
Mr. Woo has over 35 years of demonstrated executive management administering nonprofits, board development, strategic planning, community organization, fundraising, budgeting, program / business development. This also includes working with leaders from diverse sectors to develop excellent viable organizations to solve community problems. Mr. Woo currently serves on the Board of Trustees of Colorado College, along with several other community boards and committees.

Alanna Smith - CMO

Job Titles:
  • Director of Marketing

Allie Weber

Job Titles:
  • Digital Marketing Specialist

Alva Diaz

Job Titles:
  • Member - Clearinghouse CDFI Board of Directors / Board Member since 2008
Ms. Diaz has over 20 years of commercial banking experience, which includes expertise in NMTC's, LIHTC's, Private Equity Funds, and Equity Equivalent Investments.

Amanda Virrey

Job Titles:
  • Opportunity Zone Development Manager

Analisa Wells

Job Titles:
  • Employee Relations Specialist

Andrew Michael

Job Titles:
  • Community / NMTC Advisory Board Member since 2005
  • Director of Partnerships for Change
As Director of Partnerships for Change, Mr. Michael is dedicated to sustainable development through direct humanitarian action and the transformation of social and economic conditions in underserved communities. Both local and international scale, this work includes multiple statewide initiatives to increase the trade of skills, business, and services, as well as the expansion of environmental resilience & sustainable development, female education and empowerment, and community health.

Andrew W. Gordon

Job Titles:
  • Executive Advisor
  • Clearinghouse CDFI 's Executive Advisor and Founder of Arizona MultiBank CDC
Mr. Gordon leads Clearinghouse CDFI's lending activities in Arizona, and supports the Clearinghouse CDFI Native American Advisory Board. Prior to joining Clearinghouse CDFI, Mr. Gordon was the founding President of Arizona MultiBank Community Development Corporation, the heritage nonprofit CDFI that preceded Arizona MultiBank, a Division of Clearinghouse CDFI. Before returning to his home state of Arizona in 1991, Mr. Gordon was Senior Vice President of the legacy economic development bank to the New York City Economic Development Corporation (www.nycedc.com). Mr. Gordon currently serves on the Investment Committee of the Arizona Community Foundation's Community Impact Loan Fund. He served as Chair of the Phoenix Local Advisory Committee of Local Initiatives Support Corporation (LISC) and Chair of its Credit Committee. Mr. Gordon was a founding Advisory Board member of a U.S. Small Business Administration (SBA) licensed Small Business Investment Company (SBIC) and the SBA has recognized Mr. Gordon as a "Small Business Financial Services Champion of the Year". Mr. Gordon taught the small business lending course at the National Community Development Lending School. Mr. Gordon is a former VISTA volunteer, and received his Bachelors from Yale College and Masters from Harvard University.

Annie Mooney

Job Titles:
  • VP of National Markets

Benjamin Allen

Job Titles:
  • Impact Data Analyst Systems Lead

Bob Crothers

Job Titles:
  • Member of the Native American Advisory Board
  • CCDFI Native American Advisory Board Member since 2016 / Citizen
Mr. Crothers oversees commercial lending for Citizen Potawatomi Community Development Corporation (CPCDC). He helps coordinate the organization's outreach and marketing functions. He joined CPCDC after retiring from the banking industry in 2008. During his association with CPCDC, he has helped the organization grow - from $12 million in '08, to more than $37 million today.

Brian Riley

Job Titles:
  • Member - Clearinghouse CDFI Board of Directors / Board Member since 2018
  • President and CEO of Foothills Bank
Mr. Riley is the President and CEO of Foothills Bank, the Arizona division of Glacier Bank. Mr. Riley was previously the President and CEO of State Bank of Arizona until it merged with Foothills Bank in February 2020. Mr. Riley has a BS in Finance from California State Polytechnic University in Pomona, an MBA from Calfornia Baptist University, and is currently pursuing a Ph.D. in Organizational Leadership.

Brian Sagert

Job Titles:
  • Business Development Officer - Nevada Specialist

Cesar Plascencia

Job Titles:
  • Public Affairs Officer

Chad Marchand

Job Titles:
  • Member of the Native American Advisory Board
  • CCDFI Native American Advisory Board Member since 2021 / the National Center of American Indian Enterprise Development
  • Member of the Confederated Tribes of the Colville Reservation
Born and raised in Omak, Washington, Mr. Marchand is a member of the Confederated Tribes of the Colville Reservation. He earned his BA in Political Science and History and his Master's in Public Administration from the University of Arizona. He also holds a Master's in Professional Studies in Applied Intelligence and is now a Ph.D. student at St. John's University pursuing a degree in Homeland Security.

Chris Walsh

Job Titles:
  • Member - Clearinghouse CDFI Board of Directors / Board Member since 2011
Mr. Walsh is a 37-year veteran in the banking industry. He joined as President of Partners Bank of California in 2018. Mr. Walsh also founded Blue Gate Bank in 2016, and previously served as President/CEO of Sunwest Bank. Under his leadership, Sunwest Bank more than tripled in asset size. He has also contributed many volunteer hours to charitable organizations. Mr. Walsh graduated from the University of California Santa Barbara with a Bachelor's degree in Economics.

Christopher Francis

Job Titles:
  • Community / NMTC Advisory Board Member since 2019 / CF Architecture Inc.
Mr. Francis has over 40 years of professional experience in a diverse field of project types, including educational, institutional, commercial/retail, residential, and worship facilities. Mr. Francis is an expert in the master planning, architectural design, and conducting teams both locally and nationally. Through design, Mr. Francis' projects serve as critical community tools that help build and rebuild lives. Mr. Francis also regularly travels to Africa and Asia as a servant/leader in outreach and discipleship missions.

Claudia Lima

Job Titles:
  • Member - Clearinghouse CDFI Board of Directors / Board Member since 2018
Ms. Lima is responsible for CIT OneWest Bank initiatives in Southern California for community development lending and investing. Ms. Lima has extensive background in community and economic development finance, including LIHTC, New Markets Tax Credits (NMTC), tax-exempt bond financing and municipal soft subsidies. She holds a B.S. degree in Business Administration from the USC Marshall School of Business, her M.S. degree in CED from Southern New Hampshire University.

Colin Wegener

Job Titles:
  • Assistant Controller

Constantine Roqui

Job Titles:
  • Loan Specialist II

David Levy

Job Titles:
  • Community / NMTC Advisory Board Member since 2003 / Fair Housing Council of Orange County
  • Secretary - Clearinghouse CDFI Board of Directors / Board Member since 1998
Mr. Levy has over 20 years experience in promoting affordable and accessible housing opportunity. He is also a founding Board Member and liaison with AHC and the NMTC Advisory Boards.

Delores Brown

Job Titles:
  • Chairman - Clearinghouse CDFI Community / NMTC Advisory Board
Ms. Brown has over 37 years of experience in the private and nonprofit sectors of banking/financial administration, community and economic fund development, financing, project management, and planning for housing/childcare/youth facilities. As President of CEDC, Ms. Brown partners with Clearinghouse CDFI to identify qualified Opportunity Zone (OZ) real estate projects in need of Fund management, as well as additional project financing. A former banker, Ms. Brown also serves as the President of The Institute for Maximum Human Potential, and sits on multiple community boards and committees.

Donald Degollado

Job Titles:
  • Opportunity Zone Project Manager

Douglas J. Bystry - CEO, President

Job Titles:
  • CEO
  • Member of the Executive Team
  • President
Douglas J. Bystry has been providing financial services to low-income communities for over 30 years. Mr. Bystry, in his professional career, has successfully raised and deployed over $2 billion for low-income and distressed communities. Much of this capital has been deployed through Clearinghouse Community Development Financial Institution (CDFI), which he founded in 1996 and continues its leadership as its President and CEO. Mr. Bystry is regarded as a leader in the community/economic development and minority wealth strategies. He is frequently asked to speak at industry conferences and seminars. He is an expert in NMTCs and Native American community revitalization efforts. He has funded over $100 million in projects benefiting Indian Country and currently serves on the Board of Directors for Native American Natural Foods, makers of the Tanka Bar. Mr. Bystry previously served as a City Council member and Housing Commissioner in the County of Orange, Ca. He chairs the California Organized Investment Network (COIN) Advisory Board, working to increase insurance industry community investments in that state. Mr. Bystry serves on several other local non-profit boards promoting affordable housing and economic development. He is a UCLA graduate, married with two sons.

Ferduesi Ahmed


Gabriella Brusseau

Job Titles:
  • Impact Data Entry Specialist

Gary Dunn

Job Titles:
  • Chairman - Clearinghouse CDFI Board of Directors / Board Member since 2011
Mr. Dunn has extensive banking experience in the financial services industry. Currently retired, he serves as a Community Development Consultant. Mr. Dunn serves on the boards and committees of several organizations: Mary Erickson Community Housing (Chairman of the Board), Small Business Financial Development Corporation of Orange County (Chairman of the Board), and The Capital Corps (Advisory Board member). Mr. Dunn is very passionate about giving back to the community.

Gerald Sherman

Job Titles:
  • Member of the Native American Advisory Board
  • Chairman - CCDFI Native American Advisory Board
  • Community / NMTC Advisory Board Member since 2017 / Bar K Management Company
Mr. Sherman has over 10 years of experience in community development and commercial lending, program development, community organizing, and bank management. A member of the Oglala Lakota (Sioux) Tribe, Mr. Sherman's focus is on Indian Reservations, with years of work in developing Indian Reservation economies. Mr. Sherman, an Oglala Lakota, grew up on the Pine Ridge Indian Reservation in South Dakota. A graduate of Oglala Lakota College, Mr. Sherman is the founding board chairman and first Executive Director of the Lakota Fund. Mr. Sherman also served as Program Officer for Four Times Foundation. Most recently, Mr. Sherman served for nine years as President and CEO of Indian Land Capital Company, and is currently working as a consultant.

Glen Pacheco

Job Titles:
  • Commercial Banker
  • Member - Clearinghouse CDFI Board of Directors / Board Member since 2000
Mr. Pacheco is a seasoned commercial banker with over 40 years experience in positions with Wells Fargo Bank, Sumitomo, California National Bank, ProAmerica and most recently with First Choice Bank. Mr. Pacheco also serves on the Board of Directors (Treasurer) of Special Services for Groups. Mr. Pacheco has been an active Clearinghouse CDFI Board Member since 2000 and also serves on the Loan and Asset Review Committees.

Guy Krikorian

Job Titles:
  • Controller

Jackson Brossy

Job Titles:
  • Member of the Native American Advisory Board
  • CCDFI Native American Advisory Board Member since 2020
  • Member of the Navajo Nation
Mr. Brossy is an enrolled member of the Navajo Nation with several years' experience in management, federal advocacy, nonprofits, and private consulting. Growing up on the Navajo Nation, he knows first-hand the need for access to capital for Native entrepreneurs. Mr. Brossy has devoted much of his professional life to advancing opportunities for Native American economic development. He holds a Bachelor's degree from Stanford University and a Master's degree in Public Policy from the Harvard Kennedy School of Government. Mr. Brossy is from the To'aheedliinii (Water Flows Together) clan.

Jacqueline Aguilar

Job Titles:
  • Receptionist / Office Admin / Notary

Jatin Mehta

Job Titles:
  • Senior Accountant

Jay Harrison - Chief Investment Officer

Job Titles:
  • Chief Investment Officer
Mr. Harrison manages Clearinghouse CDFI's New Markets Tax Credit (NMTC) program having successfully closed over $350 million in these transactions. Mr. Harrison also works to structure and negotiate transactions with investors. He has successfully closed over $200 million in debt and equity transactions with our investment partners since joining the company in 2007. Prior to joining Clearinghouse CDFI, Mr. Harrison spent over twenty years in managerial positions in the regulated financial services industry. Most recently he served as the SVP, Treasurer of a six billion dollar, publicly traded financial institution where he managed an investment portfolio of over $1 billion. Mr. Harrison also managed over $2 billion of wholesale funding sources including FHLB, State treasury programs and private repurchase agreements.

Jeffrey Binder

Job Titles:
  • Underwriter

Justin Merlette

Job Titles:
  • Assistant Loan Servicing Manager

Karlene Hunter

Job Titles:
  • Member of the Native American Advisory Board
  • CCDFI Native American Advisory Board Member since 2016
  • CEO and Co - Founder of Native American Natural Foods
Ms. Hunter is CEO and co-founder of Native American Natural Foods (NANF). A member of the Oglala Sioux Tribe, Ms. Hunter has more than 25 years of experience working on educational and economic development on the Pine Ridge Reservation in South Dakota, where NANF is based. Ms. Hunter holds an MBA from Oglala Lakota College, and is well known throughout the Native American community for her local and national service.

Karyna Tafel

Job Titles:
  • NMTC Impact Analyst

Kat Donovan

Job Titles:
  • Impact Analyst

Katelyn Phinney

Job Titles:
  • Office Admin / Notary Public

Kathy Bonney

Job Titles:
  • Chief Administrative Officer
Ms. Bonney, as Clearinghouse CDFI's Chief Administration Officer, is responsible for the operation and administration of the corporation. She oversees human resources, corporate risk management, technology and compliance. She also manages the investor relations for the company including shareholders, creditors, and New Markets Tax Credit (NMTC) participants. Ms. Bonney earned a Master's Certification in Human Resources from Cornell University and a Master Certificate in Business Management.

Kelvin James

Job Titles:
  • Member - Clearinghouse CDFI Board of Directors / Board Member since 2017
Mr. James has over 20 years of experience providing guidance, direction and growth in community development activities across multiple states in the United States. As SVP & CRA Manager for the Bank of Hope, Mr. James is responsible for all aspects of the Community Reinvestment Act (CRA) compliance program and Data Reporting, Community Support program and Hope Scholarship Foundation administration among other responsibilities.

Kennedy Sandoval

Job Titles:
  • Loan Processing Assistant

Kristy Ollendorff

Job Titles:
  • Chief Credit Officer
  • Member of the Executive Team
  • Board Member of the Boys & Girls Club of Tustin
Ms. Ollendorff is involved with all aspects of lending in the low-income communities CCDFI serves. This includes non-profit technical assistance, loan term negotiations, and post close credit issues. Ms. Ollendorff oversees staff under her direction in processing and underwriting the loan requests submitted to the CDFI for consideration. She understands the flexibility needed to underwrite challenging Core and NMTC community loans. In addition, she works with Loan Servicing regarding all current borrowers experiencing problems making payments Ms. Ollendorff has over 23 years of experience in underwriting and is regarded as an expert in underwriting community development projects. Prior to working for Clearinghouse CDFI, Ms. Ollendorff had many years of experience in upper management for several mortgage companies. Ms. Ollendorff is a board member of the Boys & Girls Club of Tustin and serves on the board of El Sol Charter School in Santa Ana. She also served on the MUFG/Union Bank Corporate Social Responsibility Advisory Board. Education: Bachelor of Art, Cal State Polytechnic University of Pomona, School of Business.

Lacey Dixon

Job Titles:
  • Commercial Loan Funder / Administrative Assistant
  • Corp Committee Chair

Lauren McDonald


Lawrence Chavez

Job Titles:
  • Business Development Officer - New Mexico Specialist

Lisa Dancsok

Job Titles:
  • Member - Clearinghouse CDFI Board of Directors / Board Member since 2018
Ms. Dancsok was named Chief Brand & Impact Officer for the Arizona Community Foundation in May 2017. In her role as a member of the executive management team, Ms. Dancsok leads ACF's strategic initiatives, overseeing all aspects of marketing and communications. She holds an executive master's of business administration and a bachelor's degree in advertising, both from Michigan State University.

Lisa Van Ella

Job Titles:
  • Business Development Officer - Arizona Specialist

Lorey Louie

Job Titles:
  • Portfolio Analyst

Lundi Chea

Job Titles:
  • NMTC Asset & Compliance Manager

Mai Ha

Job Titles:
  • Director of Impact

Mark Rebal

Job Titles:
  • Member - Clearinghouse CDFI Board of Directors / Board Member since 2011
Mr. Rebal was in commercial banking for 38 years. Mr. Rebal was involved in many aspects of commercial banking and indirect auto finance, including risk management, special assets, relationship management, credit administration, commercial real estate appraisal, and CRA compliance. He serves on the Board of Directors for Clearinghouse CDFI and is a member Compensation Committee. Previously, Mr. Rebal was co-founder of Nano Banc and California Republic Bank. Mr. Rebal is a graduate of the Marshall School of Business at USC in 1983.

Martina Guilfoil

Job Titles:
  • Community / NMTC Advisory Board Member since 2020 / Chattanooga Neighborhood Enterprise
  • President and CEO of Chattanooga Neighborhood Enterprise
As President and CEO of Chattanooga Neighborhood Enterprise, Ms. Guilfoil provides inspirational leadership for community development. Ms. Guilfoil's vision, combined with 30 years of experience, has generated a measurable impact on organizational growth, public awareness, and community improvements.

Melissa Johnson

Job Titles:
  • Director of Loan Operations

Michelle Taylor

Job Titles:
  • Director of Loan Servicing

Natasa Radosavljevic

Job Titles:
  • Creative Marketing Specialist

Patricia Neal

Job Titles:
  • Leader
  • Member - Clearinghouse CDFI Board of Directors / Board Member since 2005
Ms. Neal is an active leader in housing issues and recently served as Deputy Secretary for Housing in the Business, Transportation and Housing Agency.

Peter Lee


Ricky Ha

Job Titles:
  • NMTC Staff Accountant

Robert McAuslan

Job Titles:
  • Member - Clearinghouse CDFI Board of Directors / Board Member since 2018
Mr. McAuslan has over 25 years of experience in senior credit administration positions. Prior to joining Western Alliance, he was Senior Credit Executive for western U.S. markets with Mutual of Omaha Bank. He also served as Executive Vice President/Senior Credit Officer for western U.S. markets for BBVA/Compass Bank. Mr. McAuslan began his banking career at Citibank, where he spent 16 years.

Rochelle Mills

Job Titles:
  • Member - Clearinghouse CDFI Board of Directors / Board Member since 2020
As President and CEO of Innovative Housing Opportunities (IHO), Ms. Mills is responsible for guiding IHO's vision and building the portfolio of high-quality housing with services and economic empowerment opportunities. During her tenure with IHO, she has seen the company grow its portfolio 350% with another 500 units in the pipeline since she took the helm. Ms. Mills was named one of Bisnow's Orange County Power Women in 2019. She currently serves on the boards of The Kennedy Commission, California Association of Local Housing Finance Agencies (Cal-ALHFA), and Arts for LA. Ms. Mills is a graduate of Washington University in St. Louis with a BS in Architecture.

Roscelle Shands

Job Titles:
  • Director of Commercial Loan Funding

Shawn Nelson

Job Titles:
  • Member of the Native American Advisory Board
  • CCDFI Native American Advisory Board Member since 2016
Mr. Nelson, Turquoise Man, is (Dibe' lizhini) (Black Sheep) and (Kinya'a a'anii) (High Tower People) Clan of the Dine h Tribe (Navajo). A lifelong artist, Mr. Nelson specializes in working with natural Earth pigments to create fine art sand paintings that honor family and Navajo tradition.

Stanley Tom

Job Titles:
  • Community / NMTC Advisory Board Member since 2005 / Valley Small Business Development Corp.
  • Vice President at Valley Small Business Development Corp
As Vice President at Valley Small Business Development Corp., Mr. Tom develops new programs and relationships with governmental agencies and nonprofit groups. This includes securing operating grants for new programs and acquisition of additional sources of capital for direct loan programs. Mr. Tom was also a small business owner for 14 years, and currently serves on numerous community boards and committees.

Stephanie Cote

Job Titles:
  • Member of the Native American Advisory Board
  • CCDFI Native American Advisory Board Member since 2020 / Oweesta Corporation
Ms. Cote has been with First Nations Oweesta Corporation since 2012, where she currently serves as Program Manager. Throughout her career, Ms. Cote worked with First Nations Development Institute, Cielo Foundation, Native CDFI Network, Potlatch Fund, Longhouse Media, and Northwest Native Development Fund. Ms. Cote is also a fitness instructor and a Big Sister in the Big Brothers Big Sisters of Colorado. Ms. Cote holds a BA from the University of Michigan. She is Potawatomi and Odawa of Michigan from the Grand Traverse Band of Ottawa and Chippewa Indians.

Susan Montoya

Job Titles:
  • Internship Director

Taylor Pearce

Job Titles:
  • Construction Loan Specialist

Ted Chien

Job Titles:
  • Director of Commercial Underwriting

Terrin Enssle - CFO

Job Titles:
  • Chief Financial Officer

Tim Johnson

Job Titles:
  • Community / NMTC Advisory Board Member since 2005
As Director of Economic Development for the City of Federal Way, Mr. Johnson leads the city's efforts to recruit new businesses and retain existing ones, while catalyzing downtown development. Mr. Johnson has worked in economic development for over 30 years in senior and executive management positions in both public and private sectors.

Yves M. Mombeleur

Job Titles:
  • Chief Fund Officer
  • Clearinghouse CDFI Chief Fund Officer
Mr. Mombeleur heads the CCDFI FVLCRUM Fund partnership. He is well versed in strategic partner relationship management. His strong analytical background includes risk assessment, budgets, financial management, and negotiation. Mr. Mombeleur has directed all aspects of lending, capital investment, and loan portfolio management. He is experienced with growing businesses from inception to maturity and developing opportunities to yield sustainable, unrestricted funding sources. Mr. Mombeleur has diverse background in community development, brand/reputation risk management, diversity/inclusion initiatives, operational management, and business development. He is also an expert facilitator and coach possessing an acute community awareness critical to the advancement of ongoing CRA initiatives and CSR strategies. Mr. Mombeleur holds an MBA from the Lake Forest Graduate School of Management-Chicago, IL and Jurisprudence from Loyola University Chicago School of Law.