Gary Dunn
Chairman – Clearinghouse CDFI Board of Directors
Board member since 2011
Banc of California – Retiree
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.
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Alva Diaz
Member – Clearinghouse CDFI Board of Directors
Board member since 2008
Wells Fargo – SVP, Community Lending and Investing, Credit Risk
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.
Brian Riley
Member – Clearinghouse CDFI Board of Directors
Board member since 2018
Foothills Bank – President & CEO
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.
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Chris Walsh
Member – Clearinghouse CDFI Board of Directors
Board member since 2011
Partners Bank of California – President & CEO
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.
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Claudia Lima
Member – Clearinghouse CDFI Board of Directors
Board member since 2018
Ms. Lima is a seasoned finance professional focused on Triple-Bottom Line investments that produce positive economic, social and environmental returns for lenders, investors, stakeholders and the community. She has extensive background in community and economic development finance, including LIHTC, 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.
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David Levy
Secretary – Clearinghouse CDFI Board of Directors
Board member since 1998
Fair Housing Council of Orange County – Retiree
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.
Glen Pacheco
Member – Clearinghouse CDFI Board of Directors
Board member since 2000
Currently Retired
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.
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Kandy Hung
Member – Clearinghouse CDFI Board of Directors
Board member since 2022
East West Bank – Managing Director, Syndications
Ms. Hung leads efforts to syndicate debt transactions for commercial banking teams at East West Bank. She has extensive experience in asset-based financing, lender financing, sponsor financing, fund financing, and CRE financing. Ms Hung. received a M.B.A. from USC Marshall School of Business and a B.A from UCI Paul Merage School of Business.
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Kelvin James
Member – Clearinghouse CDFI Board of Directors
Board member since 2017
Manufacturer’s Bank – Senior Vice President & CRA Officer
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 Officer for Manufacturer’s Bank, Mr. James manages all CRA-related activities, internal audit reviews, and external regulatory examinations. He provides subject matter expertise for laws and guidance related to the CRA.
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Lindsay Lawrence
Member – Clearinghouse CDFI Board of Directors
Board member since 2022
TIAA Bank – Executive Vice President, Chief Operating Officer
Ms. Lawrence brings over 18 years of experience in banking. She earned her Bachelor’s degree in Communications from Northwestern University and Master’s degree in Business Administration from University of California, Irvine.
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Lisa Dancsok
Member – Clearinghouse CDFI Board of Directors
Board member since 2018
Arizona Community Foundation – Chief Brand & Impact Officer
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.
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Mark J. Robertson, Sr.
Member – Clearinghouse CDFI Board of Directors
Board member since 2023
PCR Business Finance – President/CEO
Mr. Robertson joined PCR 32 years ago after 17 years as a banker. He is a native of Los Angeles, serving his fourth year as chair of the Los Angeles County Small Business Commission. Mr. Robertson holds a Bachelor’s degree in economics from UCLA. He enjoys spending his free time with his fantastic wife of 36 years, three adult sons, and two grandchildren.
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Patricia Neal
Member Emeritus – Clearinghouse CDFI Board of Directors
Board member since 2005
Neal Estate, Inc. – President
Ms. Neal is an active leader in housing issues and recently served as Deputy Secretary for Housing in the Business, Transportation and Housing Agency.
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Sherri Scott
Member – Clearinghouse CDFI Board of Directors
Board member since 2022
Pacific Premier Bank – Senior EVP, Director of ESG & Corporate Responsibility
Ms. Scott has over 35 years of experience in the banking industry and extensive knowledge in building CRA programs that provide long-term benefits, address disparities and support economic inclusion. In her current role she is also responsible for leading and directing the Bank’s Environmental, Social, and Corporate Governance (ESG) strategic initiatives. Ms. Scott holds a B.S. in Kinesiology from University of California, Los Angeles.
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