Clients
Foundations
Robert Wood Johnson Foundation
Impact investment portfolio management, underwriting, systems and management support
The Kresge Foundation Social Investment Practice
Social investment loan underwriting, closing and monitoring
Community Foundation for Greater New Haven
Mission-related investment due diligence and program development; Grant review; Technical assistance to grantees
Open Society Foundations Economic Justice Program
Program-related investment loan underwriting technical assistance
Community Development Finance Institutions
NeighborWorks America
Organizational Assessment of NeighborWorks member organization’s Lending and Loan Portfolio Management, Resource Management and Financial Management
Living Cities - Blended Catalyst Fund
Interim Investment Officer, responsible for a portfolio of investments
The Disability Opportunity Fund
Director of Lending: Underwriting, Portfolio review, technical assistance for borrowers
CDFI Fund
Native American CDFI Assistance (NACA) program grant review
Cooperative Fund of New England
Strategic planning
Greater New Haven Community Loan Fund (now Capital For Change)
CDFI Fund application review
Boston Community Loan Fund (now BlueHub Capital)
Loan Closing process assistance
Housing Development Fund, Inc.
Loan underwriting
Nonprofits
IRIS
Housing and Donations Operations assistance
Malta House of Care Clinic
Strategic Planning
Open Communities Alliance
Start-up assistance; Evaluation
Christian Community Action
Grant writing assistance
Other Consultants
BWB Solutions projects:
Inclusiv
Financial modeling for Community Development Credit Unions
Libraries Online,Inc.
Financial Planning
Library Connection, Inc.
Strategic Planning
Action for Bridgeport Community Development and TEAM
Demographic and internet research for Needs Assessment
Center for New York City Neighborhoods
Research on financing for affordable housing programs
Surdna Foundation
CDFI research and analysis; Program-related investment loan underwriting and monitoring
Low Income Investment Fund
Financial projections, research
Microsoft
Research on issues for Persons with Disabilities in the legal profession
United Nations High Commission on Refugees
Program evaluation on Alternatives to Detention model
Cadence Consulting:
Keep the Promise Coalition
Strategic planning and budgeting
Volunteering
Community Foundation for Greater New Haven
Community grant reviewer
Oberlin Student Cooperative Association
Financial analysis related to rent negotiations with Oberlin College and planning associated with the OSCAlums group
Connecticut Asset Building Collaborative
Co-chair; Organizational Development; Website maintenance; Fundraising
Women & Family Life Center
Capital Campaign Planning