Our Mission
Clearinghouse CDFI provides responsible financing to expand economic opportunity in underserved communities nationwide.
Financing Guided by Purpose
Our Vision
Capital is strongest when it is structured, repaid, and reinvested to support long-term growth for borrowers and the communities we serve together.
Leadership & Governance
Meet the Clearinghouse CDFI Team
Clearinghouse CDFI is led by an experienced executive team and supported by a nationwide staff. Governance is provided by a committed Board of Directors, advisory boards, and committees focused on accountability and long-term stewardship.
Adrienne Massey
Director of Construction Loan Management
Adrienne Massey holds an MBA from UNC-Chapel Hill and leads construction loan management at Clearinghouse CDFI. She enjo…
Alan Woo
Member—Clearinghouse CDFI Community/NMTC Advisory Board
Mr. Woo has over 35 years of demonstrated executive management administering nonprofits, board development, strategic pl…
Alanna Smith
Director of Marketing
Alanna Smith joined Clearinghouse CDFI in 2008 and established the organization’s marketing department. She overse…
Amanda Virrey
Director of Development
Amanda is responsible for designing, launching, and leading Clearinghouse CDFI’s Development (OZ) platform, with an em…
Andrew Gordon
Executive Advisor
Andrew Gordon leads Clearinghouse Community Development Financial Institution’s lending activities in Arizona. Prior t…
Andrew Michael
Member—Clearinghouse CDFI Community/NMTC Advisory Board
As Director of Partnerships for Change, Mr. Michael is dedicated to sustainable development through direct humanitarian …
Annie Norwood
Director of Loan Production
Annie Norwood serves as Director of Loan Production, driving lending operations, portfolio growth, and market expansion;…
Brian Riley
Member—Clearinghouse CDFI Board of Directors
Mr. Riley is the President and CEO of Foothills Bank, the Arizona division of Glacier Bank. Mr. Riley was previously the…
Brian Sagert
Business Development Officer—Nevada Specialist
Brian Sagert serves as a Business Development Officer, driving growth in commercial lending, building partnerships, sour…
Brianna Schuette
Loan Servicing Assistant
Brianna Schuette supports loan servicing operations through insurance and covenant tracking, compliance monitoring, and …
Bruce Gumbiner
Member—Clearinghouse CDFI Board of Directors
Mr. Gumbiner is a seasoned treasury and finance professional with over 20 years of experience advancing fiscal responsib…
Cassandra Salazar
Human Resources Generalist
As the HR Generalist, Cassandra serves as a primary point of contact for employee questions and works closely with the D…
Cesar Plascencia
Public Affairs Officer
As Public Affairs Officer, Caesar helps strengthen relationships between Clearinghouse CDFI and the communities, partner…
Chris Walsh
Member—Clearinghouse CDFI Board of Directors
Mr. Walsh is a 37-year veteran in the banking industry. He served as President of Partners Bank of California from 2018-…
Christopher Francis
Member—Clearinghouse CDFI Community/NMTC Advisory Board
Mr. Francis has over 40 years of professional experience in a diverse field of project types, including educational, ins…
Colin Wegener
Chief Financial Officer
Mr. Wegener is the Chief Financial Officer of Clearinghouse CDFI, with over 15 years of experience in financial manageme…
David Levy
Member—Clearinghouse CDFI Community/NMTC Advisory Board
Mr. Levy has over 20 years experience in promoting affordable and accessible housing opportunity. He is also a founding …
David Levy
Secretary—Clearinghouse CDFI Board of Directors
Mr. Levy has over 20 years experience in promoting affordable and accessible housing opportunity. He is also a founding …
Delores Brown
Chair—Clearinghouse CDFI Community/NMTC Advisory Board
Ms. Brown has over 37 years of experience in the private and nonprofit sectors of banking/financial administration, comm…
Donald Degollado
Opportunity Zone Development Manager
With a career rooted in community development, Donald has focused his career on directing initiatives that empower under…
Douglas Bystry
Founder, President, & CEO
Doug Bystry has been providing financial services to low-income communities for over 30 years, including extensive work …
Ferduesi Ahmed
Commercial Loan Administrator
Since 2019, Ferduesi has progressed from Portfolio Analyst to Commercial Loan Processor, now serving as loan administrat…
Gabriella Brusseau-Hale
Impact Data Entry Specialist
Gabriella supports impact initiatives through more than 8 years of CDFI impact data entry experience, coupled with 3 yea…
Gary Dunn
Chairman—Clearinghouse CDFI Board of Directors
Mr. Dunn has extensive banking experience in the financial services industry. Currently retired, he serves as a Communit…
Gerald Sherman
Chairman—CCDFI Native American Advisory Board
Mr. Sherman, an Oglala Lakota citizen, grew up on the Pine Ridge Indian Reservation in South Dakota. He is Executive V…
Gerald Sherman
Member—Clearinghouse CDFI Community/NMTC Advisory Board
Mr. Sherman has over 10 years of experience in community development and commercial lending, program development, commun…
Glen Pacheco
Member—Clearinghouse CDFI Board of Directors
Mr. Pacheco is a seasoned commercial banker with over 40 years experience in positions with Wells Fargo Bank, Sumitomo, …
Guy Krikorian
Controller
Guy has worked for Clearinghouse CDFI for 18 years in the capacity of Controller. Prior to Clearinghouse, he had been in…
Heather Greco
Sr. Creative Marketing Specialist
As Senior Creative Marketing Specialist at Clearinghouse CDFI, Heather supports the organization’s marketing and commu…
Jacqueline Aguilar
IT & Office Administrator
As IT & Office Administrator, Jacqueline Aguilar supports Clearinghouse CDFI’s technology and office operation…
Jatin Mehta
Senior Accountant
Jatin has worked for Clearinghouse CDFI for 7.5 years as a Senior Accountant. Prior to Clearinghouse, he had been in the…
Jay Harrison
Chief Investment Officer
Jay Harrison brings over two decades of leadership experience in the regulated financial services industry to his role a…
Jeffrey Binder
Commercial Underwriter
Commercial Underwriter with over 30 years of experience in commercial lending and retail banking, reviewing loan applica…
Jeri Redfern-Wilson
Administrative Specialist
As Administrative Specialist, Jeri Redfern-Wilson supports the day-to-day operations of Clearinghouse CDFI and serves as…
John Braden
Director of Human Resources
As Director of Human Resources, John Braden oversees recruitment, onboarding, payroll, benefits administration, employee…
John Murillo
Member—Clearinghouse CDFI Board of Directors
Mr. Murillo, a banking veteran of nearly 35 years, serves as Senior Vice President and Los Angeles Market President. He …
Justin Merlette
Assistant Director of Loan Servicing
Brings nearly 20 years of banking and commercial loan servicing experience. He supports Clearinghouse CDFI’s loan serv…
Kandy Hung
Member—Clearinghouse CDFI Board of Directors
Ms. Hung leads efforts to syndicate debt transactions for commercial banking teams at East West Bank. She has extensive …
Karyna Tafel
Senior Impact Analyst
Karyna leads NMTC impact measurement and reporting, shaping investment narratives, leading application development, alig…
Katelyn Phinney
Marketing & Advertising Specialist
In her role as Marketing and Advertising Specialist, Katelyn guides the organization’s paid advertising efforts and co…
Kathy Bonney
Chief Administrative Officer
Ms. Bonney, as Clearinghouse CDFI’s Chief Administrative Officer, and a member of the Executive Management team, is re…
Kelly Marsoobian
'B' BOLD(ER) Internship Program Specialist
Kelly has long been involved in initiatives supporting low- and moderate-income individuals and communities—work she f…
Kennedy Sandoval
Loan Operations and Credit Specialist
Commercial lending professional with roots in residential mortgage. Mentored at Clearinghouse CDFI for the past 6 years,…
Kristy Ollendorff
Chief Credit Officer
As Chief Credit Officer for Clearinghouse CDFI, Kristy Ollendorff is involved with all aspects of lending in the low-inc…
Lacey Dixon
Commercial Loan Administrator
Having been with Clearinghouse CDFI since 2015, Lacey has transitioned from Loan Funder to Loan Administrator, now manag…
Lanalle Smith
Member—CCDFI Native American Advisory Board Member
Ms. Smith is a Diné (Navajo) consultant and coach, Dibéłzhíní (Black Sheep) clan, born for Naaneesht’ezhí Táchi…
Lauren McDonald
Commercial Loan Administrator
Starting at Clearinghouse CDFI in 2016, Lauren advanced from Loan Servicing Specialist to Loan Administrator, now managi…
Lawrence Chavez
Business Development Officer, New Mexico Specialist
Business Development Officer driving growth in commercial lending, building partnerships, sourcing deals, and advancing …
Lindsay DuHadway
Loan Servicing Specialist
Supports loan servicing operations through payment processing, reporting, borrower support, and portfolio tracking, ensu…
Lindsay Lawrence
Member—Clearinghouse CDFI Board of Directors
Ms. Lawrence brings over 18 years of experience in banking. She earned her Bachelor’s degree in Communications from No…
Lisa Van Ella
Business Development Officer, Arizona Specialist
Business Development Officer driving growth in commercial lending, building partnerships, sourcing deals, and advancing …
Lundi Chea
Director of NMTC Asset & Compliance
Lundi has extensive experience in loan management, investor relations, and compliance oversight to the department. He ov…
Mark J. Robertson, Sr.
Member—Clearinghouse CDFI Board of Directors
Mr. Robertson joined PCR 32 years ago after 17 years as a banker. He is a native of Los Angeles, serving his fourth year…
Martina Guilfoil
Member—Clearinghouse CDFI Community/NMTC Advisory Board
As President and CEO of Chattanooga Neighborhood Enterprise, Ms. Guilfoil provides inspirational leadership for communit…
Megan Schneider
Digital Marketing Specialist
Megan serves as Clearinghouse CDFI’s digital marketing specialist, helping to drive digital outreach across email mark…
Melissa Johnson
Director of Loan Operations
Melissa has been a cornerstone of Clearinghouse CDFI since 2001, combining deep lending expertise with a forward-thinkin…
Michelle Alvarez
Staff Accountant
10+ years of full-cycle AP, GL analysis, bank reconciliations, and month-end close, offering strong audit support, vendo…
Michelle Taylor
Director of Loan Servicing
Brings extensive commercial loan servicing and asset management experience. She leads servicing operations, portfolio ad…
Parker Pearson
Manager of Accounting, Financial Reporting, and Compliance
CPA and CMA focused on budgeting, financial statement preparation, and audit support. Leverages data analysis to deliver…
Payton Hill Carlin
Community Engagement Specialist
Payton is a recent graduate of Brigham Young University with degrees in Public Health and Global & Community Impact….
Pete Upton
Member—CCDFI Native American Advisory Board Member
Mr. Upton (Ponca) is the Executive Director of Native360 Loan Fund, a certified Native CDFI that focuses on entrepreneur…
Pete Upton
Member—Clearinghouse CDFI Board of Directors
Mr. Upton is the Executive Director of the Native360 Loan Fund and Board Chair of the Native CDFI Network, where he work…
Randy Dixon
Asset Review Senior Analyst
40+ years of small business and community development lending. Now primarily spreading and analyzing covenant financials…
Ricky Ha
NMTC Staff Accountant
Ricky brings strong expertise in financial reporting, loan servicing, and regulatory compliance to the team. He manages …
Roscelle Shands
Director of Commercial Loan Administration
Commercial lending professional with 20+ years of experience, leads a dedicated team to close transactions with care and…
Senchel Woolfolk
Sustainability and Innovation Manager
Senchel Woolfolk is a seasoned leader in holistic community redevelopment, with 17 years of experience creating inclusiv…
Shawn Nelson
Member—CCDFI Native American Advisory Board Member
Mr. Nelson, Turquoise Man, is (Dibe’ lizhini) (Black Sheep) and (Kinya’a a’anii) (High Tower People) Clan of the D…
Stacy Davis
Commercial Real Estate Production Associate
Commercial Real Estate Production Associate managing initial loan inquiries, client relations, and preliminary analysis,…
Stanley Tom
Member—Clearinghouse CDFI Community/NMTC Advisory Board
As Vice President at Valley Small Business Development Corp., Mr. Tom develops new programs and relationships with gover…
Susan Montoya
'B' BOLD(ER) Internship Director
Susan has designed and scaled a multi-level paid internship program serving low- and moderate-income (LMI) high school a…
Taylor Pearce
Construction Loan Specialist
Taylor Pearce has been a part of Clearinghouse CDFI for the past eight years. She began her journey in 2018 as a Recepti…
Ted Chien
Director of Underwriting
Ted Chien currently serves as Director of Underwriting, where he works with the commercial lending and loan servicing te…
Tim Johnson
Member—Clearinghouse CDFI Community/NMTC Advisory Board
As Director of Economic Development for the City of Federal Way, Mr. Johnson leads the city’s efforts to recruit new b…
Tricia Hansen-Horn
Director of Impact
Tricia spent 25 years bridging gaps between education and corporate America while leading global program impact and cert…
Growth & Scale
From Local Beginnings to a National Presence
Founded in 1996, Clearinghouse CDFI began with a single loan in Santa Ana, California. Today, we have deployed billions in capital across the United States and Indian Country.
Awards & Recognitions
Our Locations
Serving Communities Nationwide
Main Office, California
23861 El Toro Road, Ste 700, Lake Forest, CA 92630