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• With Virginia Community Capital, conducted research and developed recommendations over multiple years on strategic options for expansion and revenue growth, including the development of small business lending, support for new investment strategies, and process analysis.

• Short-term and ongoing CFO support to growing CDFIs: developing projections, financial policies and processes, capitalization strategies, and analysis of strategy for financial sustainability. 

• Provide financial analysis and due diligence for impact investors considering investments in CDFIs; served as Aeris Analyst for ratings and reviews of CDFIs nationally.