CDC SMALL BUSINESS FINANCE - Key Persons
Job Titles:
- Member of the Board of Directors
- Assistant Vice President, Urban Affairs, Office of Federal Relations at the University of Chicago
Andrew Erickson, experienced in securing financing and underwriting in the real estate industry, provides financing to small businesses in the Inland Empire.
As part of CDC Small Business Finance, the #1 SBA Community Advantage lender in the nation, April assists small business owners in gaining access to the capital that they need to grow or expand. With over 8 years in small business banking and over 13 years in personal/business banking, April brings a dedication to customer service and a depth of financial knowledge to her clients. April's expertise makes her a great resource to have throughout the loan process. She focuses on helping entrepreneurs in her community to achieve their business goals.
Job Titles:
- Senior Vice President, SBA 504 and CRE Sales
Belinda Rosthenhausler, a 25-year expert in commercial real estate, provides financing to small businesses in Arizona and Nevada who are interested in purchasing, developing or refinancing commercial real estate.
Job Titles:
- Vice President, Loan Servicing
Job Titles:
- General Counsel, Chief Compliance Officer, and Corporate Secretary, CDC Small Business Finance Capital Impact Partners
Brian McEvoy is responsible for Momentus Capital's legal and compliance functions. McEvoy has served as Capital Impact's General Counsel, Chief Compliance Officer, and Corporate Secretary since 2021 and joined CDC Small Business Finance in this same capacity in 2022. He has significant experience in the commercial, multifamily/housing, real estate, and finance sectors, including broad experience in commercial lending and structured finance, equity, securitization, policy and strategy, product and platform development, risk management, operations, regulatory and compliance. Most recently he was Vice President and Deputy General Counsel of Multifamily Legal at Fannie Mae. Prior to joining Fannie Mae, Brian was in private practice in large, national law firms. McEvoy graduated summa cum laude from Towson University, where he received a Bachelor of Science in Business Administration and Management, with dual concentrations in Finance and Marketing. He graduated with honors from the University of Maryland Francis King Carey School of Law, where he received a Juris Doctor.
Chris Bane, a 15-year veteran of SBA lending, provides financing to small businesses in Arizona.
Job Titles:
- Member of the Board of Directors
- Chief Executive Officer, Goodwill Industries of Greater Detroit
Job Titles:
- Loan Officer
- Building & Equipment
Ed Ryan, a 35-year veteran of commercial real estate lending, provides SBA 504 financing to small businesses in Sacramento.
Job Titles:
- Member of the Board of Directors
- Member of the Executive Team
- Aspen Institute Finance Leader Fellow
- Capital Impact in 2012 As the Chief Financial Officer and Treasurer
- President and CEO, CDC Small Business Finance Capital Impact Partners
- President and Chief Executive Officer, Momentus Capital, CDC Small Business Finance Capital Impact Partners
Ellis Carr has more than 20 years of experience in the financial services and mortgage industries. Carr has served as Capital Impact Partners' President and Chief Executive Officer since 2016. As of April 2021, he also became the President and Chief Executive Officer of CDC Small Business Finance. You can learn more about this new enterprise at www.momentuscap.org.
Carr originally joined Capital Impact in 2012 as the Chief Financial Officer and Treasurer. Prior to joining Capital Impact, he held various positions in the investments, capital markets, strategy, and corporate finance areas within Freddie Mac, and in fixed-income fund management both domestically and abroad at Deutsche Bank.
Carr is an Aspen Institute Finance Leader Fellow; serves on Morgan Stanley's Community Development Advisory Board; is the Board Chair for Martha's Table, Board Treasurer for HPN (the Housing Partnership Network), and a board member for the Marguerite Casey Foundation. He has been recognized as one of Fast Company's "Most Creative People in Business," and selected for the Washington Business Journal's "Top Minority Business Leaders" and "Top 40 Under 40" business executives lists. Carr graduated from Towson University with a bachelor's degree in Accounting, and from Georgetown University with a master's degree in Real Estate with a concentration in Finance.
Eric Mandell, a 25-year veteran of commercial lending, provides financing to small businesses in San Fernando Valley and north to Ventura.
Job Titles:
- Member of the Board of Directors
- Director of Data Strategy, the Atlas for Cities
Job Titles:
- Member of the Board of Directors
- Diverse Markets Executive and Community - Based Programs Manager, Union Bank
Job Titles:
- Member of the Board of Directors
- Director ( Retired ), Capital Markets, Federal Home Loan Bank - Office of Finance
Job Titles:
- Member of the Board of Directors
- President and CEO, Prosperity Now
Job Titles:
- Member of the Board of Directors
- Executive Director, Fixed Income Division, Public Finance Banking, Morgan Stanley
Job Titles:
- Senior Director of Finance and Treasurer
Job Titles:
- Senior Director, Marketing, Communications, and Brand
Job Titles:
- Vice President, Small Business Lending
Job Titles:
- Chief Technology Officer, CDC Small Business Finance Capital Impact Partners
Karla Gill is responsible for Momentus Capital's technology infrastructure. In her role overseeing the integration of new technologies that make our work more effective, she manages the Ventures Lending Technologies, IT, and data analytics and development teams. Karla brings 30 years of experience with both for-profit and nonprofit organizations and management consulting spanning the financial services, hospitality, and telecommunications industries. She served as Chief Information & Innovation Officer at MissionSquare Retirement leading digital transformation and previously held IT Vice President roles at Marriott International pioneering emerging technologies. Karla earned her Master of Science in Information Systems and her Bachelor of Science in Computer Science from Virginia Tech. She serves on the Capitol CIO Advisory Board and VT Computer Science and Business Information Technology Advisory Boards.
Kelly Klein is a loan officer providing financing to small businesses throughout California, Arizona, Nevada, Detroit, and the Washington DC Metro Area.
Kelly has a proven record of excellence in customer service and relationship building. She is committed to helping small businesses find the financing that is just right for their needs. Kelly is a great asset in helping to facilitate the loan process as quickly and efficiently as possible.
Job Titles:
- Member of the Executive Team
- Chief Human Resources Officer, CDC Small Business Finance Capital Impact Partners
Kimberly Dorsett is responsible for developing and executing Momentus Capital's human resource strategy in support of the overall business plan and strategic direction of the organization. This includes overseeing areas of succession planning, talent acquisition, organizational and performance management, training and development, compensation and benefits administration, and diversity, equity, and inclusion. Dorsett has served as Capital Impact's CHRO since 2020 and joined CDC Small Business Finance in this same capacity in 2021. She has more than 20 years of experience in the financial services and construction industries. Prior to joining Capital Impact in 2016, first as a Director and then as Senior Director in 2018, she was the Human Resources Director for Federal Home Loan Banks - Office of Finance. Dorsett graduated from Bethune-Cookman University with a bachelor's degree in Business Administration, and from Marymount University with a master's degree in Management.
Job Titles:
- Member of the Board of Directors
- Chairman / President and Chief Executive Officer Emeritus
- Honorary Life Member
Job Titles:
- Member of the Executive Team
- Senior Vice President, Commercial Real Estate Lending
LaKisha Gant is passionate about helping small business owners get the access to capital that they need to purchase commercial real estate for their business. Gant serves as Senior Vice President of Commercial Real Estate Lending for CDC Small Business Finance, a California non-profit corporation whose mission is make a difference for the small business community.
Job Titles:
- Portfolio Compliance Manager
Mark Hogan, a 22-year expert in SBA lending, provides financing to small businesses in Orange County
Job Titles:
- Building & Equipment
- Expert
Martin Wong is a 41-year expert in small business lending. As the Business Development Officer for Impower loans, Martin provides small business owners flexible financing to purchase commercial real estate.
Job Titles:
- Chief Operations Officer, CDC Small Business Finance Capital Impact Partners
Matt Wehland is responsible for Momentus Capital's business operations strategy and execution. This includes Lending Operations, Portfolio Management, Credit, Information Technology, Data Operations, Compliance, Facilities Management, and the affiliated Ventures+ SAAS platform. Wehland joined Capital Impact Partners in 2019 and served as the Senior Director of Lending Operations prior to assuming the role of COO in 2022. He has more than 25 years of experience in the financial services industry. Prior to joining Capital Impact Partners, he served as Senior Vice President at both Capital One and National Cooperative Bank. Wehland graduated from the University of Maryland, College Park with a degree in Political Science. He currently serves as a board member for his local housing cooperative.
Megan Stuit is a loan officer providing financing to small businesses throughout California, Arizona, Nevada, Detroit, and the Washington DC Metro Area.
Miriam Baltys is a loan officer providing financing to small businesses in San Diego.
Job Titles:
- Chief Financial Officer, CDC Small Business Finance Capital Impact Partners
Natalie Nickens Gunn is responsible for formulating and executing Momentus Capital's financial road map, capital base expansion, and investor relations. Gunn also manages the overall direction for accounting, tax, audit, treasury, and financial planning and analysis. Gunn has served as Capital Impact's CFO since 2016 and joined CDC Small Business Finance in this same capacity in 2021. Gunn has corporate financing and accounting experience across the public and private sectors, including serving as Capital Impact's Controller before stepping into the CFO position. In 2020, the Washington Business Journal named her to their "Women Who Mean Business" List honoring the region's most influential businesswomen. Prior to joining Capital Impact, she held senior positions at the Government National Mortgage Association (Ginnie Mae), National Cooperative Bank, N.A. (NCB), Capital Automotive REIT, Host Hotels and Resorts and PricewaterhouseCoopers. Gunn is a Certified Public Accountant, graduated magna cum laude from Hampton University with a degree in accounting, and serves on the Board for Pathways to Housing D.C.
As part of CDC Small Business Finance, the #1 SBA Community Advantage Lender in the nation, Nimaj partners with small business owners to find them the best financing to fit their needs. With over 10 years of experience in the financial services industry, he has proven himself to be a trusted advisor who acts as an advocate for his clients and is dedicated to helping them turn their dreams into reality. Nimaj is committed to supporting small businesses and contributing to the economic development in and around Detroit.
Nimaj Driscoll is a loan officer providing financing to small businesses in Detroit.
Job Titles:
- Member of the Board of Directors
- President and CEO, CityFirst Enterprises
Job Titles:
- Member of the Board of Directors
- Partner ( Retired ), KPMG
As part of CDC Small Business Finance, the #1 SBA Community Advantage lender in the nation, Penny is committed to helping small businesses find the financing that is just right for their needs. She has 12 years of experience in small business lending, 10 of those 12 years spent doing SBA Lending in Central Valley. She listens to her client's current needs, along with their future plans. Penny strives to provide excellent customer service, so her clients can focus on their businesses.
Job Titles:
- Member of the Board of Directors
- Executive Vice President and Chief Executive Officer, Outdoor Venture Corporation
Job Titles:
- Chief Investment Officer and Head of Capital Deployment, CDC Small Business Finance Capital Impact Partners
Raymond Guthrie is responsible for overseeing the teams that provide a continuum of solutions that Momentus Capital offers to communities including financial, knowledge, and social capital. This includes teams focusing on community development real estate lending; SBA 504 real estate lending; SBA small business lending; equitable alternative credit products; equity investments; capacity building programs, and business advising services.
Raymond was previously the Managing Director of the American Heart Association's Impact Investment Group focused on investing in social enterprises addressing social determinants of health within communities of color. During his time at the AHA, he co-created the first of its kind ESG Exchange Traded Fund (ETF) with New York Life Investment Management that is currently traded on the NYSE. Prior to that, he was a Senior Partner at a $200M international impact investment fund in London. His career has also included positions at the Skoll Foundation and Calvert Investments, as well as serving as a U.S. diplomat in emerging economies across Africa and Asia. Raymond earned his BBA in Economics and Business Law at the University of Miami, and his Juris Doctor at Howard University.
Job Titles:
- Member of the Board of Directors
- Senior Vice President ( Retired ), National SBA Lending, Bank of America
Job Titles:
- Chief External Affairs Officer, CDC Small Business Finance Capital Impact Partners
Robert Villarreal is responsible for leading policy and government affairs, forming strategic partnerships, developing grant and capital opportunities, and marketing and communications for Momentus Capital. Villarreal has served in a similar capacity for CDC Small Business Finance since 2016 and joined Capital Impact in this capacity in 2022. Previously he also led CDC Small Business Finance's Community Lending Programs. He has 20-plus years of economic development and non-profit experience, having served a variety of roles in his career. Under his leadership, the organization became the No. 1 SBA Community Advantage lender in the nation. Villarreal serves on several boards and advisory committees. He holds bachelor's degrees in Political Science and Anthropology from the University of California, San Diego, and a master's in International Political Studies from the Monterey Institute of International Studies.
As part of CDC Small Business Finance, the #1 SBA Community Advantage Lender in the nation, Sal partners with small business owners to find them the best financing to fit their needs. With over 20 years experience in the financial industry, leveraging a collaborative approach has been the key to not only meet but exceed client's expectations. Sal is committed to supporting small businesses and contributing to the economic development in and around Los Angeles.
Sal Gomez is a loan officer providing financing to small businesses in Los Angeles.
Job Titles:
- Senior Vice President, Small Business Lending
Shelli Hayman is passionate about helping individuals and teams learn and grow together to efficiently deliver products and services that directly impact communities and the underserved. She believes the power of collaboration across a diverse front is the foundation of an effective and strategic approach to lending.
Hayman's drive and commitment is grounded in her 20+ year commitment to the small business lending industry. Her tenure at CDC Small Business Finance gives her a depth and breadth of experience that is unmatched. She has served in multiple roles ranging from administrative work in her early years to 504 Loan Processor, 504 Loan Coordinator, 504 and Community Advantage Loan Processing Manager, Vice President of Production and Senior Vice President of Small Business Lending. Her "open door" leadership style has built an environment of openness and trust with her teams and colleagues alike. She is also committed to an inclusive and diverse culture and serves on CDC Small Business Finance's Diversity, Equity and Inclusion Council.
Her current responsibilities include:
Management of sales, processing, underwriting, and funding of SBA and State Guaranteed small business loans up to $250K
Guidance and oversight of the Lender Service Provider team
Expert on SBA and state loan guarantee guidelines
Ensures the customer experience remains a focal point
Process improvement
Coaching, growing and mentoring staff to achieve their fullest potential
Hayman has a history of being highly disciplined in loan pipeline management with the ability to prioritize for impact and customer demands. Her leadership of CDC Small Business Finance's Paycheck Protection Program is exemplary of her ability to operate in the "gray" and shift gears quickly when needed.
While born in Houston, Texas she considers herself an Orange County, California native seeing she was only 9 years old when her family relocated. She currently resides in Mission Viejo, California with her long-time partner, their 12-year-old son and a cockatiel. In her free time, she loves to hike and garden. She is also known to love music and dancing as well as cooking and baking when she feels so inclined.
Job Titles:
- Member of the Board of Directors
- Executive Director, SBA Solutions, JPMorgan Chase
Spiros Karatzis, an 16-year expert in specialty finance and SBA lending, provides the SBA 504 loan to small businesses in South Los Angeles and Orange County who are interested in purchasing, developing or refinancing commercial real estate.
As part of CDC Small Business Finance, the #1 SBA Community Advantage lender in the nation, Stacey has created signifi cant contributions for economic development in and around Orange County over the last 14 years. Stacey has consistently been a top producer in the market and has a reputation for excellence. She has been awarded the titles of SBA Financial Services Champion of the Year 2014, Latina of Influence 2017 and Community Advantage Lender of the Year 2017.
Job Titles:
- Member of the Board of Directors
- President and CEO, Thomas Topuzes and Associates
Job Titles:
- Member of the Board of Directors
- Co - Founder and Officer, Precision Healthcare Ecosystem