
Senior Fellow at Aspen Institute
Ithaca, New York Area

Senior Fellow at Aspen Institute
Ithaca, New York Area
Senior Fellow Aspen Institute
Economic Opportunities Program
Participated in an experienced team developing a broad series of economic opportunity projects concentrating on scale, sustainability and partnerships.
- Profiled Credit Unions for a CDFI Fund Sustainability Report.
- Led development of a proposal for a role-playing computer game for youth financial training
- Advised and assisted Louisville tax preparation site in developing bank and Credit Union partnership for Refund Anticipation Loans
- Consulted and advised Opportunity Cars on partnerships with financial institutions.
- Designed a research project to encourage Credit Union collaboration to reach scale and sustainability.
- Advised Rockefeller Foundation working group on Medical Debt
- Convened group of bankers to discuss Linking Child Care and Economic Development Project for Smart Start
- Presented planning scenarios for National League of Cities, Bank On Project.
- Built auto lending portal for Living Cities Asset Platform
REAL Solutions Field Coach National Credit Union Foundation
In partnership with Arizona and Florida CU Leagues, convened Credit Unions to implement products to serve emerging markets. Organized partner meetings to showcase products to jump start buy-in.
Research CU auto lending to low wage borrowers. Recommend a model product.
White Paper on Prepaid Cards.
Board of Directors Checkspring Bank Corporation
Founding Board member of this innovative bank. The Checkspring business model is to purchase check cashers and migrate their customers to full financial institution service.
Board of Directors State of NY Mortgage Authority
(Non-Profit; 1-10 employees; Non-Profit Organization Management industry)
June 2007 — Present (2 years 2 months)
In partnership with Arizona and Florida CU Leagues, convened Credit Unions to implement products to serve emerging markets. Organized partner meetings to showcase products to jump start buy-in.
Research CU auto lending to low wage borrowers. Recommend a model product.
(Non-Profit; 51-200 employees; Research industry)
April 2007 — Present (2 years 4 months)
(Financial Services industry)
2006 — Present (3 years)
Specialize in Financial Product Development for emerging markets and financial institution Partnership with non-profits
(Non-Profit; 11-50 employees; Banking industry)
January 1979 — June 2007 (28 years 6 months)