Join the National Minority Community Reinvestment Co-Operative (NMCRC) on Wednesday, December 9th and Thursday, December 10th for the 2020 National Virtual Black and Latino Economics Summit.
Closing the racial wealth gap is imperative to realizing a strong, sustainable economy. From education to housing to healthcare to criminal justice, racial inequality continues to impede the progress of communities of color and the nation as a whole.
This two-day symposium will empower a growing network of like-minded individuals, companies, and non-profit organizations to unpack a shared vision of eliminating barriers and enhancing access to economic sustainability in Black and Latino communities.
For decades, black and brown communities have been underserved—and sometimes unserved—by the United States’ financial system. From access to banking services to redlining to subprime mortgage lending to the recent disparities in relief for small minority businesses during the COVID-19 pandemic, communities of color have historically been disproportionately impacted.
The summit will provide a space for banking institutions and the communities they intend to serve to discuss access to capital, affordable housing, neighborhood development, and community reinvestment for these underserved populations. The agenda will incorporate forums and workshops to inform, educate, and encourage mutually beneficial partnerships among participants, presenters, and sponsors to stimulate economic growth in Black and Latino communities.
Topics to Include:
SPEAKERS AND PRESENTERS
Brian Lamb is the global head of Diversity & Inclusion (D&I) at JPMorgan Chase & Co. He is responsible for creating and executing a holistic internal and external strategy — further incorporating a diversity lens into how the firm develops products and services, serves clients, helps communities and supports employees. In this capacity, Brian reports to the Co-Presidents of JPMorgan Chase.
His oversight includes the employee Business Resource Groups (BRGs) and the Asian, Black, Hispanic and LGBT+ Executive Forums, Global Supplier Diversity, and the firmwide D&I programs ― Advancing Black Leaders, Advancing Black Pathways, Military & Veterans Affairs, the Office of Disability Inclusion and Women on the Move.
Brian joins us from Fifth Third Bank where his career spanned 13+ years.
Most recently, he was Executive Vice President and head of Retail Banking. In prior leadership roles, he was responsible for the comprehensive strategic framework of the Bank’s civic commitments and reputation management. This included oversight of multiple areas including Community Economic Development, the Bank’s Community Development Corporation, Corporate Communications, Diversity & Corporate Social Responsibility, and Ethics.
Throughout his career, Brian has remained passionate about diversity and inclusion. Notably, he partnered with the National Community Reinvestment Coalition to launch a $30 billion community commitment that focused on
access to capital for small businesses, first-time home ownership and educational opportunities for underserved communities.
Brian serves as vice chairman of the Board of Governors of the State University System of Florida and has received numerous accolades. Preserve Vision Florida, named him as its 2020 Person of Vision and he was also named a Man of Honor in Cincinnati in 2019 — celebrating African American men who make a difference in the community. In 2018, he was named to Savoy Magazine’s Top 100 Most Influential Blacks in Corporate America and in 2016 was named to the Tampa Bay Business Hall of Fame.
Brian holds a bachelor’s degree in accounting and an MBA from the University of South Florida. He is also a graduate of the Stonier Graduate Banking School at the University of Pennsylvania. Brian currently lives in Ohio with his wife Paulette and 3 children.
After a battle with a major illness, Al Piña decided to use his successful Fortune 25 corporate skills, as well as his military service experience, that led to several business and military awards and medals, to give back to community and country.
He began working with minority community organizations around the United States for the past 16 years to including serving in a senior executive role with the largest community development corporation in the United States. Through either his leadership, or his participation in financial institutional CRA commitments, it has resulted in over $700 billion of additional Bank commitments for community re-investment into minority communities throughout the United States.
Al Pina started out his community economic development career as V. P. of Development for the National Council of La Raza and a team member that launched the countries first minority focused housing and commercial real estate CDFI. Al Piña went on to serve as Vice President of Development for the country’s largest Community Development Corporation (TELACU-Los Angeles).
In 2005, in partnership with the Greenlining Institute, Al Piña took his efforts to Florida and founded the Florida Minority Community Reinvestment Coalition, which is Florida’s first state wide minority focused community economic development collaboration with over 105 participating minority community organizations. As Chairman of FMCRC, Al Piña is utilizing this position to advocate for increased community reinvestment for Florida minority communities. Al Pina led the negotiating team that was successful in the development of over $120 billion dollars of community reinvestment commitments to Florida’s minority and underserved communities by Regions, Wachovia/Wells Fargo, Bank of America, Chase and Fifth Third Bank.
Seeing the importance of access to capital for minority communities towards reducing the rising racial wealth gap, Al Pina had a focus on access to capital for minority communities throughout the United States. Since 2005, Al Pina has assisted in the development and launching of over 16 minority focused community development funds, with over $6 billion dollars of capital. He also was a development team member of two national Hispanic investment funds with a combined investment capital of $310 million. In addition, Al Pina launched and led the efforts for Florida’s first ever minority focused affordable housing fund through a Tampa based CDFI.
Understanding the importance of job creation in low-moderate income communities to battle poverty, Al Pina launched Florida’s first minority focused job creation event Let’s Do Business Florida. In partnership with over 150 minority organizations and major banks and corporations, Let’s Do Business Florida focuses on job creation through increased construction contracts to minority construction firms and the development of self-sufficient minority nonprofits to allow them to create incremental income streams to fund job creation programs.
Andre M. Perry is a fellow in the Metropolitan Policy Program at Brookings, a scholar-in-residence at American University, and a columnist for the Hechinger Report. He is the author of the new book Know Your Price: Valuing Black Lives and Property in America’s Black Cities, which is currently available wherever books are sold. A nationally known and respected commentator on race, structural inequality, and education, Perry is a regular contributor to MSNBC and has been published by The New York Times, The Nation, The Washington Post, TheRoot.com and CNN.com. Perry has also made appearances on CNN, PBS, National Public Radio, NBC, and ABC. His research focuses on race and structural inequality, education, and economic inclusion. Perry’s recent scholarship at Brookings has analyzed Black-majority cities and institutions in America, focusing on valuable assets worthy of increased investment.
Since the COVID-19 pandemic began, Perry has documented the underlying causes for the outsized number of coronavirus-related deaths in Black communities. His Brookings research has illuminated how certain forms of social distancing historically accelerated economic and social disparities between Black people and the rest of the country. Perry also mapped racial inequities in housing, income, and health to underscore how policy discrimination makes Black Americans more vulnerable to COVID-19.
His research has spotlighted the struggles of Black businesses—including artists and art institutions, restaurants, and barbershops and beauty salons—as they await federal relief from COVID-19’s economic impact. In education, he explained how college campus closings put housing-insecure students at risk during the pandemic. He’s also written on the unrealized value of teachers’ work that’s been made apparent by COVID-19, and has commented on the potential loss of Black teachers as a result of an impending recession.
Prior to his work at Brookings, Perry has been a founding dean, professor, award-winning journalist, and activist in the field of education. In 2015, Perry served on Louisiana Governor-elect John Bel Edwards’ K-12 education transition committee, as well as on New Orleans Mayor-elect Mitch Landrieu’s transition team as its co-chair for education in 2010. In 2013, Perry founded the College of Urban Education at Davenport University in Grand Rapids, Mich. Preceding his stint in Michigan, he was an associate professor of educational leadership at the University of New Orleans and served as CEO of the Capital One-University of New Orleans Charter Network.
Perry’s academic writings have concentrated on race, structural inequality, and urban schools. Perry co-authored the Brookings Institution report “The Devaluation of Assets in Black Neighborhoods” and has presented its findings across the country, including to the U.S. House Financial Services Committee. For the tenth anniversary of Hurricane Katrina, Perry co-authored “School by School: The Transformation of New Orleans Public Education” in Resilience and Opportunity: Lessons from the U.S. Gulf Coast after Katrina and Rita, published by Brookings Institution Press. Perry also co-authored “The Transformation of New Orleans Public Schools: Addressing System-Level Problems Without a System,” published by the Data Center of New Orleans. He also co-authored a chapter in Between Public and Private: Politics, Governance, and the New Portfolio Models for Urban School Reform published by Harvard Education Press. Along with the Joint Center for Political and Economic Studies, Perry co-authored the report “Place Matters for Health in Orleans Parish: Ensuring Opportunities for Good Health for All.”
A native of Pittsburgh, Pa., Perry earned his Ph.D. in education policy and leadership from the University of Maryland College Park.
Leroy Abrahams is the head of Community Affairs for Regions Bank and in this role serves as Chairman and President of the Regions Foundation and the President of the Regions Community Development Corporation. Regions is a regional bank that operates throughout the South, Midwest and Texas and is headquartered in Birmingham, Alabama.
Prior to being named to his current role in 2018, Abrahams served as Area President in North Central Alabama. He joined Regions in 2013 as head of Strategic and Corporate Planning. His prior experience includes serving with SunTrust Bank as President and CEO of the company’s Hampton Roads region in Virginia. In addition, he held roles as the retail banking executive and central group retail line of business leader. Before joining SunTrust, Abrahams was a consumer banking manager in eastern Tennessee for Regions.
Abrahams graduated from Texas Christian University with a Bachelor’s Degree in Business Administration with a major in Finance.
Throughout his career, Abrahams has been active in serving and supporting nonprofit organizations dedicated to improving the quality of life in various communities. Abrahams currently serves on the boards of Birmingham Promise, the Woodlawn Foundation, the Eyesight Foundation of Alabama and The World Games 2022. He is also a member of the Southeastern Council of Foundations.
Glorious has recently taken the reins as the Chair of The National Congress of Black Women, Inc. Jacksonville Chapter. She is a Director of the Board, and spokesperson for the Northside Coalition of Jacksonville Inc. She is the Founder of the Southeast Region Community Economic Dev. Association, Inc., Jacksonville, Florida Nonprofit Organization.
Glorious is a native of Jacksonville, FL and has always called it home. She taught in the Duval County School System. This was a fantastic opportunity for her to help the children of the Jacksonville community learn and grow. For over 35 years, she taught children and adults reading, writing, mathematics, and science in her home. When she left teaching in the public schools, she received a very treasured award: an Honorary Life Membership from the Florida Parent/Teacher Association.
Glorious Johnson received her Bachelor Degree from Jacksonville University in Music Education, her first Master Degree was from Nova University in School Administration and Supervision (Ft. Lauderdale, FL) and her second Master Degree came from Columbia University/Teachers College (New York City) majoring in Educational Administration/Organizational Leadership. She studied the required courses for certification in Psychology from Edward Waters College to work in the mental health field.
Glorious is a well-known motivational speaker and former professor. She has spoken to small and large groups from 1 to 53,000. She has spoken at churches, civic associations, public and private schools, workshops and seminars on issues from education to politics.
Glorious was appointed by the former Governor, Charlie Christ, to serve on the Florida Status of Women Committee. She was also appointed by the former United States Senator, Mel Martinez, to serve on the U.S. Middle District Judicial Nomination Commission.
Many of her former students have become entrepreneurs, working in the fields of medicine, law, education, engineering, financial executives, science, psychology, management, and government. She is writing a book about her experiences in the political world. Hopefully, it will help others who have the desire to be a public servant.
Dina Harris, Founder and President of National Faith Home Buyers, has more than 40 years of experience in the housing industry. Dina is responsible for more than 5,000 families being able to realize the American Dream of Homeownership.Dina is married and the mother of 4.
Prior to creating National Faith Homebuyers Program, Dina worked in public housing serving as Deputy Director and Executive Director. She worked in public housing for 20 years establishing a successful Section 8 Program she launched and an award winning “successfully implemented’ Drug Elimination Program recognized by HUD in a ceremony in Reno, Nevada.
Her education includes studies at Western Michigan University, Kalamazoo, MI and Washtenaw Community College studying both marketing and business administration. In 2006 Ms. Harris was accepted into the Harvard School of Divinity in Boston, Mass, The Community Leadership Program which she completed with a national preeminent list of mega ministers.
Dina has spent the last twenty years as the Executive Director, CEO and President of the Washtenaw Home Buyers Program, Faith Community Home Buyers, and now National Faith Home Buyers. All three nonprofits merged into one organization, the National Faith Homebuyers Program. Under Dina’s leadership, National Faith has counseled in excess of 12,000 families, leading to more than 5,000 first time home purchases. Founding and successfully pioneering National Faith Homebuyers is Dinas testament to her “walk of faith”.
She has been identified and recognized for her continued track record in housing development and community service. (1) She was awarded the first “Courage Award by the Secretary of Fair Housing at HUD. (2) She has developed and sold over 500 “affordable” single family homes since the creation of National Faith Homebuyers housing development program in 2011. (3) National Faith Homebuyers under Dina Harris leaderships was recognized by the Congressional Black Caucus during its phenomenal “WOW” program by assisting over 500 families in an 18 month period to purchase the home of their dreams. (4)National Faith Homebuyers is a HUD approved 501©3 non profit organization. (5) In June, 2020, she launched a virtual homebuyers workshops with monthly attendance of approximately 70-100 families currently. She continues to design and implement model programs that can be replicated across the nation. These programs help families succeed by the families definition of success.
Under her leadership, National Faith Homebuyers has managed a federal HOME and NSP downpayment program on behalf of Wayne County Government. She has successfully managed this program since 2002 to the present and has spent all funds allocated. National Faith Homebuyers under her direction has managed without blemish federal, local and statewide funds in excess of 10 Million Dollars. She has also supported and managed downpayment programs in partnership with local and national banks and 5 local municipalities. Dina has replicated the success of the Detroit program by opening an Atlanta branch in 2018. National Faith Homebuyers is approved as a counseling program for the state of Georgia’s downpayment assistance program. She continues to design and implement successful housing models that are replicable nationally and create successful homeowners. She has partnered with 13+ national banks, churches, local and national non-profit organizations as well as local governments/municipalities, HUD, Fannie Mae, National Community Stabilization Trust and Fannie Mae.
National Faith Homebuyers has awarded mortgage free homes to veteran families (2014-2019) in unique and creative processes, most often surprising the families with a “mortgage free” home. She has formed partnerships with Little Caesar’s Pizza to provide a home during a Bowl football game at the Detroit Lions stadium and has also provided a home during a Detroit Pistons game during halftime in partnership with the Detroit Pistons. She hosted over 200 guest from the program during the game. Her other partners assisting in providing “mortgage free” homes for veterans include: Chase Bank, Wayne County Government, Radio One and the UAW. These videos can be seen on YouTube or on National Faith Homebuyers website: nationalfaith.org.
As member of the Social Impact and Sustainability Executive Leadership Team, Hugh leads national teams which include an “Innovation initiatives team, a management collaboration team, and a housing outreach team” focusing on critical enterprise-wide community engagement initiatives for housing issues, as well as a host of other responsibilities. He often say’s
“we’re problem solvers” that connect Wells Fargo to some of the communities’ most pressing needs.
Hugh’s responsible for leading initiatives and collaboration with national nonprofit organizations, local housing counseling agencies and legal aid agencies in support of homeownership education, home preservation and special community programs. His team focuses on helping customers and community stakeholders in challenging times.
Rowden’ s previous roles with Wells Fargo include interim – community relations leader managing local foundation giving and community development activities, local government relations regional director, mortgage servicing outreach director and retail mortgage sales manager for the Southeast Region.
He attended the University of Northern Colorado for his undergraduate degree, the University of Arkansas Sam M. Walton School of Business for Middle Management Leadership Development, and earned his Executive MBA from Mercer University at The Eugene W. Stetson School of Business and Economics.
Anthony joined Truist Mortgage in September 2015 and brings over 30 years of sales, sales leadership, strategic project management, and recruiting experience with progressive responsibilities in the mortgage banking and financial services industries.
In his current role, he is a member of the senior leadership team which oversees Truist Home Lending. He is the Head of Mortgage Strategic Growth, which is responsible for identifying profitable growth strategies and opportunities in the market place through accessing data science, demographics, and analytics with a primary focus on the underserved, first-time homebuyers, millennials, and inclusive lending (African Americans, Asians, Hispanics, LGBTQ, Veterans, Women, and People with Disabilities).
Prior to joining Truist, Anthony served as SVP/Head of Mortgage Division at Fifth Third Bank – Georgia, and prior to that SVP/Head of Mortgage Division at Fifth Third Bank- Eastern Michigan. He has held leadership roles in the mortgage industry at several banking organizations.
Anthony currently serves in an advisory capacity with the Fannie Mae Affordable Housing Advisory Council (AHAC); Freddie Mac Affordable Housing Council (AHAC); MBA Advisory Council on Affordable Homeownership, Co-chair; NHC National Advisory Council; NAREB National Partners Advisory Board; HomeFree_USA Advisory Board; Southside CDC Board Member; Truist Enterprise Executive Co-Lead for the SERVE Business Resource Group; Truist Foundation Steering Committee. He has also held other advisory posts with non-profit organizations.
Anthony earned his Bachelor of Science in business management from the University of Detroit Mercy with honors. He’s a graduate of the CBA Executive Leadership program hosted at Furman University. He’s a graduate of the Michigan Military Academy, and a former 2nd Lieutenant in the Army National Guard.
Lauren Butler currently serves as Relationship Manager for the Truist Community Development Fund. In this capacity, Mr. Butler assists Truist in providing access to below-market debt and equity capital relating to affordable housing, small business and economic revitalization initiatives provided by Community Development Financial Institutions (CDFI’s) and Non-Profit Organizations. Prior to his current role, he held responsibility as Senior CRA Governance and Compliance Consultant for SunTrust, one of Truist’s heritage organizations. Mr. Butler is a 28-year veteran of the banking industry and has performed various leadership positions in Community Development and Retail Banking. In addition to his leadership duties, Mr. Butler is also personally involved in activities that support Truist’s commitment to community. He currently serves as Board Chair for Seniors on a Mission in Jacksonville, FL and has been an active supporter and board member for Junior Achievement of North Florida as well as on-going volunteer for Junior Achievement of Atlanta and United Way. Mr, Butler earned a Bachelor Degree in English and Communications from Mercer University. He and his family live in Atlanta, GA.
As the Community Development Lending and Investing Manager, Kevin E. Rogers is responsible for underwriting lending and investing opportunities, managing portfolio risk and product creation for PNC Community Development Banking. He works closely with all markets to help achieve production goals in an effort for PNC to continue receiving an outstanding CRA Rating.
Prior to becoming the Lending and Investing Manager Kevin served a Development Advisor within the line of business. He was the connection between the Bank and the Communities in which it operates. He was responsible for ensuring that the Community Development Customer segment was served through the coordination and development of lending and investment opportunities, service, education and marketing efforts.
Kevin has been with PNC Bank for over 30 years beginning his career in the Wealth Management Department as the manager of the tax and operations departments. He oversaw the production of Fiduciary, Income and Estate Tax returns for Wealth clients along with the management of the department operations.
Kevin became a Certified Public Accountant in 1987. He has a B.S. from the University of Scranton and graduate of the Central Atlantic School of Trust, Pennsylvania Bankers Association; and National Graduate Trust School, American Bankers Association.
He is active in many local non-profits and foundations:
- United Neighborhood Centers of NEPA – Past President
- United Neighborhood Community Development – Immediate Past President
- Margaret Briggs Foundation- President
- United Way of Pennsylvania- Board of Directors
- Eureka Foundation – Director
- Pennsylvania Institute of Certified Public Accountants- Northeast Chapter- past Chapter President
Kevin lives in the Scranton area with his wife Cindy and two sons Nicholas and Kristopher.
Vince Toye is an executive vice president and group head of Wells Fargo Community Lending and Investment. The group lends to and invests in communities and businesses in support of Wells Fargo’s commitment to economic development, job creation, and affordable housing. This is accomplished through low income housing tax credit and new market tax credit investments; as well as community development lending for affordable housing and providing debt and/or capital to CDFIs. Based in New York, he oversees more than 200 team members doing business in regional offices throughout the country.
Before his current role, he held the positon of government-sponsored enterprise (GSE) head of Production for Wells Fargo Multifamily Capital from 2006 to 2018, which specializes
in GSE financing through Fannie Mae and Freddie Mac programs and Federal Housing Administration (FHA)-insured financing. He was responsible for managing the GSE originations team, increasing production, and he oversaw Wells Fargo’s relationships with Fannie Mae and Freddie Mac. He also oversaw growth of Wells Fargo’s regional and national borrower relationships and was responsible for building cross-sell relationships with other Wells Fargo business groups.
Before that, Vince was a vice president (VP) at Fannie Mae responsible for Multifamily Customer Management at the Eastern Business Center (EBC), reporting to the VP for Multifamily Sales and Marketing. He managed the Multifamily EBC and its eight lender and large borrower relationships. The EBC lenders generated in excess of $7 billion in financings between 2005 and 2006.
Vince joined Fannie Mae in 2001 as director of Marketing for Affordable and Capital Markets. He was named head of the Midwest Regional Office in May 2003. Before joining Fannie Mae, he was the senior vice president at First Union National Bank where he held various roles in the SBA Lending Group, Community Development Lending Group, and the Consumer Banking Group. Before First Union, he was at M&T Bank and Chemical Bank.
Vince received his B.S. in aerospace engineering from the University of Virginia, where he was a three-year letterman for the football team and was named to the All-Atlantic Coast Conference Academic Football Team. He received his M.B.A. from The Wharton School of Business at the University of Pennsylvania.
Wesley Alexander, currently serves as the CEO of CoBiz Richmond, Inc. (CoBiz) – a shared co-working space and business incubator start-up whose mission is to drive equitable and transformative outcomes for Richmond, CA and the surrounding communities by creating an entrepreneurial and communal hub for professionals, businesses, non-profits, students and citizens to convene, collaborate, innovate, learn, and actualize their ideas. Prior to CoBiz, Mr. Alexander worked for Fortune 60 ventures in emerging technology, served as a Special Agent in the FBI, co-founded an app, and provided individualized coaching services to entrepreneurs under his brand, Promise and Potential. Wesley completed a dual JD/MBA from the Washington College of Law and Kogod School of Business at American University, completed his BS in biology from Loyola University Maryland, and is barred in Maryland. Wesley’s motto is that We Must Do More as stewards of the next generation.
John Knott leads the Corporate Strategy Group at Truist. In this capacity, Mr. Knott collaborates with the Executive Leadership team to shape Truist’s enterprise-level strategy through the assessment of long term trends, the identification of strategic growth opportunities, and the development of cross-business unit initiatives. He and his team provide thought leadership, internal consulting, and collaborative problem solving solutions to the businesses and corporate functions, assisting leadership in refining business strategy, aligning priorities and objectives and assessing performance. The group also facilitates the strategic planning processes, provides strategic guidance concerning enterprise investment prioritization, and is responsible for the Executive Scorecards through which the company assesses performance and provides closed loop feedback for the strategic planning cycle.
Throughout a 23-year career with Truist one of its heritage organizations, SunTrust, Mr. Knott has served in a variety of roles across the organization. Recent positions include leadership of the Corporate Finance and Strategy Group and management of the Company’s financial management reporting, forecasting and planning, and profitability measurement functions. Between 2013 and early 2016, Mr. Knott served as the CFO for Consumer Banking and Private Wealth Management. In this role, he engaged as a member of the Consumer Banking & PWM leadership team and represented the Segment within the Finance organization. Mr. Knott’s group worked closely with Segment and LOB leadership to develop short- and long-term str ategies and related tactics designed to enhance financial performance and strengthen oversight and accountability.
Mr. Knott previously served as the Director of Corporate Performance Management, where he had responsibility for the financial methodologies used to measure profitability. His group also managed various functions, including deposit pricing, wholesale loan pricing and earning asset portfolio management. From 2007 to 2008, Mr. Knott was the Corporate Lines of Business Senior Financial Officer, partnering with the SunTrust Executive responsible for Corporate & Investment Banking, Wealth & Investment Management, Mortgage, Commercial Real Estate and Treasury & Payment Solutions. Between 2005 and 2007, he served in a similar capacity supporting Geographic Banking.Prior to that time, he held various roles focused on ensuring a consistent approach to measuring profitability, providing analytics to drive informed decisions, driving corporate initiatives, establishing clear performance expectations and enabling clear management accountability.
Mr. Knott earned a Bachelor of Arts degree in Economics from Rhodes College and a master’s degree in Economic History from the London School of Economics & Political Science. Both Atlanta natives, he and his husband live in Decatur. Mr. Knott currently serves on the Board of Theatrical Outfit.
Kelly S. King is chairman and chief executive officer of Truist Financial Corporation. He began his career in 1972, joining the Management Development Program of Truist predecessor BB&T. His career at BB&T included leadership roles in commercial and retail banking, operations, insurance, corporate financial services, investment services and capital markets. He served as chief operating officer of BB&T Corporation and Branch Banking and Trust Company from June 2004 to December 2008 and president of BB&T Corporation from 1996 to June 2004. He was named president and chief executive officer of BB&T Corporation and chairman and chief executive officer of Branch Banking & Trust Company in January 2009 and became chairman of BB&T in January 2010. In December 2019, he became chairman and chief executive officer of Truist Financial Corporation, created through the merger of equals between BB&T Corporation and SunTrust Banks Inc.
He served on the Federal Advisory Council of the Federal Reserve System from 2013 to 2016 and as its president in 2016. He also served on the board of the Federal Reserve Bank of Richmond from 2009 to 2012. He is currently a board member for BEST NC, The Clearing House, Foundation For the Carolinas, Charlotte Executive Leadership Council and the Bank Policy Institute (BPI), where he serves as chairman of BPI’s Nomination and Membership Committee. He is also a member of the National Leadership Advisory Council for High Point University.
King has served as chairman of the North Carolina Bankers Association board, chairman of the North Carolina Rural Economic Center, chairman of the North Carolina Small Business and Technology Development Center and chairman of the Forsyth County United Way Tocqueville Leadership Society. He has also served as chairman of East Carolina University’s Board of Visitors and is the former chairman of the Board of the Piedmont Triad Partnership and a former vice-chairman of the American Bankers Council.A native of North Carolina, King earned a bachelor’s degree in business administration and a master’s in business administration from East Carolina University. He is a graduate of the Stonier Graduate School of Banking at Rutgers University.
Doug Jackson is Chief Compliance Officer for Regions with responsibility for Compliance, making reports to the Risk and Audit Committees of the Board of Directors, leading the Compliance & Regulatory Risk Management Group, developing strategies, processes, and practices to oversee effective compliance, and aligning the organization to meet new and existing regulatory expectations. Jackson joined Regions in 1989.
He is president of the Regions Community Development Corporation; a board member for the Regions Foundation, The Foundry Ministries, and TruFund Financial Services (a national nonprofit Community Development Financial Institution); an executive board member for Auburn University’s College of Architecture, Design, and Construction; a member of United Way of Central Alabama’s Tocqueville Society; and a member of the National Community Reinvestment Coalition’s Bankers Roundtable.
Jackson was a founding board member for The Housing Fund in Nashville, is a former board member for the Birmingham Urban League, a former board member of the Sloss Furnaces Foundation, and a former editorial board member for the Tennessee Housing Journal. Jackson’s past affiliations include service to a number of civic organizations in the greater Nashville area. He is a past chair of the NAACP Freedom Fund and the Minority Enterprise Development Week. Jackson earned a Bachelor of Science degree in Business Administration from The University of Alabama.
Key Areas of Responsibility:
- Financial Crimes Risk Management
- Regulatory Compliance Oversight
- Fair Banking Compliance, including Unfair, Deceptive or Abusive Acts or Practices (UDAAP), and Fair & Responsible Lending (FRL) Compliance
- Investment and Trust Oversight
- Privacy Compliance
- Compliance Management Systems
- Community Reinvestment Act (CRA) and Home Mortgage Disclosure Act (HMDA) Compliance
Richard K. Bynum is chief corporate responsibility officer for The PNC Financial Services Group. In this role, he leads the PNC Foundation; Community Affairs and Corporate Social Responsibility; Community Development Banking; and Diversity and Inclusion. In addition, Bynum is leading the implementation of PNC’s $1 billion commitment to help end systemic racism and support the economic empowerment of African Americans and low- to moderate-income communities.
Bynum is an accomplished executive with nearly 20 years of executive leadership experience. Prior to being named to his new role in July 2020, Bynum served as regional president for PNC’s Greater Washington market from 2017-2020. He previously served as a member of PNC’s retail executive leadership team, where he led the Business Banking division. Prior to that, he served as the Greater Washington retail market executive from 2010-2014, where he led consumer and small business sales. In addition, he served as chief operating officer for Business Banking, where he led the sales force operating platform for hundreds of small business bankers across PNC’s footprint.
Bynum began his career with PNC in 2005 in its Executive Leadership Program, holding key roles in the development and execution of revenue-driving businesses and initiatives; strengthening the brand; and enhancing engagement of employees while fostering innovation throughout PNC.
Prior to joining PNC, Bynum had a 12-year career as a senior manager for the American Red Cross. His last role with the organization was as the managing director for disaster response & emergency communications at the Chicago chapter. During his career, he was an operations director for the Kosovo Refugee Operation as well as the September 11th effort in New York.
Bynum, recognized as one of Washington, D.C.’s, most influential business leaders by the Washington Business Journal, serves on the boards of numerous non-profit and civic organizations, including the corporate council for the Smithsonian National Museum of African American History & Culture; the Economic Club of Washington, D.C.; the Wolf Trap National Park for the Performing Arts; the Federal City Council; the Philip L. Graham Fund Foundation; the United Way of the National Capital Area; and the Greater Washington Community Foundation.
Bynum holds an MBA from the Kellogg School of Management at the Northwestern University and an undergraduate degree in Political Science from Florida State University. He also is a graduate of the Consumers Bankers Association Graduate School of Retail Bank Management.
Robert J. Apodaca, is Co-Founder, Vice President of the Board of Directors of California Community Builders. He has a 45-year professional and civic career that spans both private and public sectors and several industries. Following his service as Chairman and Trustee of Alameda County Retirement Board (pension fund), he joined the investment industry as a Senior Vice President & Partner of Kennedy Associates, an institutional investor for pension funds. Robert later joined McLarand Vasquez Emsiek & Partners, a leading international architectural and planning firm, as Senior Vice President of Business Development. During his tenure, he successfully secured architectural contracts for developments that exceeded $1 billion in construction costs. Currently, he is Founder and President of ZeZeN Advisors, Inc., a firm that secures capital for developers.
Beginning in college and throughout his career, Robert has been directly (staff) and indirectly (board) involved with serving communities through several non-profit sectors: housing, education, employment training, community philanthropy and public policy. He currently serves on the boards of Casita Coalition, Jobs and Housing Coalition, and The Greenlining Institute.
Nikki A. Beasley is the Executive Director of Richmond Neighborhood Housing Services , Inc. ; she joined the organization in 2016 after retiring from a 25 year career in banking and financial services ; Although new to housing , she had a strong infinity to community and service. Because of her leadership ; RNHS has doubled it’s property management rental portfolio for low to moderate income families through multifamily acquisition ; established the organization’s Changing the Narrative of Homeownership Initiative; started the Lender Ready program in 2017 assisting over 100 new first time home buyer‘s secure ownership; established RNHS Money Matter’s Series which the organization host monthly; and became small site infill developers in 2018.
RNHS has also become a staple in the housing conversation throughout the Bay Area and Region advocating, for tenant and landlord rights, consumer affairs, fair housing, working with municipality to address zoning and creating equable programs for it’s residents; through the organization’s mission and focus to lift up homeownership as a tool to addressing housing need(s);the work was launched as RNHS launched it’s Filbert Promise Homeownership project in 2018; this acquisition started the organization’s conversation and advocacy around uncoupling race and income related to the lack of subsidy for production of homeownership projects targeting 80- 120 % AMI (Area median income aka Missing Middle, Workforce Housing) addressing the wealth gap and disparity in communities of color; this development project as sparked a new initiative that Nikki has launched the Emerging Developers program in 2020; assisting Black developers, addressing the barriers new developers face in securing projects.
Horacio Mendez is President and CEO of the Woodstock Institute, a nationally recognized non-profit research and policy organization focusing on the areas of economic justice, fair lending, wealth creation and financial systems reform. Horacio was most recently the Managing Director for Corporate Social Responsibility (CSR) for the Americas at MUFG Union Bank, where he was responsible for developing and implementing the bank’s outreach, government affairs and environmental sustainability strategy. Horacio was also: Chief Sustainability Officer for Rabobank NA, where he oversaw the institutions’ CSR and Community Reinvestment programs with an emphasis on food, agriculture and rural economic development; a Senior Fellow at the Aspen Institute, where he published research on the scale and sustainability of non-profit financial service providers; the Director of Community Development at Silicon Valley Bank; and Senior Investment Specialist at the Federal Reserve Bank of San Francisco, where he assisted in re-writing the implementing regulation for the Community Reinvestment Act. He worked on the equity options floor of the Pacific Stock Exchange, ran the fixed income desk for Continental Savings of America, and was a financial industry specialist for Dow Jones / Telerate. He has degrees in Economics from San Jose State and Santa Clara Universities, and resides in Oak Park, IL with his wife, Nicole, and two boys, Alejandro (11) and Santiago (8).
Paulina Gonzalez-Brito is Executive Director of the California Reinvestment Coalition. Paulina identifies as Xicana, Purepecha, Mestiza. As the great granddaughter of Mexican Arizona copper miners who took part in the historic Metcalf-Greenlee strikes in the early 1900s and the daughter of an immigrant union hotel worker, Paulina has dedicated her life’s work to economic and racial justice. She has worked for more than 20 years leading economic justice organizing campaigns to expand worker rights, immigrant rights, and the rights of low income and underrepresented communities of color.
Under her leadership, CRC has expanded its work to directly challenge systemic and structural racism within the U.S. financial system and to focus CRC’s work on building collective political and organizing power amongst and with frontline communities to close the racial wealth gap. During this time, CRC sued the Trump administration for pulling back the Consumer Financial Protection Bureau’s data collection duty to protect women-owned and people of color owned small businesses against discriminatory lending. As a result the CFPB agreed to stop flouting the law and commit to finalizing data collection rules to protect small businesses from discriminatory lending practices. In addition, CRC worked with a coalition of California consumer advocates to establish the country’s strongest state consumer protection agency; the Department of Financial Protection and Innovation is essential in preventing a repeat of the massive wealth transfer that occurred during and after the 2008 financial crisis.
Paulina has testified before the U.S. House, Senate and Sacramento Legislature on the need for greater oversight and accountability in the banking sector to prevent financial actors from extracting wealth from Black and Brown communities. She is frequently called upon to speak as an expert in the fields of Wall Street accountability, discrimination in lending, equitable reinvestment by financial institutions, and democratizing finance through alternative and community-owned financial models, and has been profiled/quoted in The New York Times, The Wall Street Journal, The L.A. Times, NPR, Univision, La Opinion and other national media outlets.
Paulina currently serves on the Board of Directors for the National Association for Latino Community Asset Builders, and has previously served on the Community Advisory Council of the Federal Reserve Bank of San Francisco, the San Francisco Municipal Bank Feasibility Task Force, and the Consumer Financial Protection Bureau’s Consumer Advisory Board.
Adam Briones leads Greenlining’s banking, housing and economic development work. Prior to joining Greenlining, Adam was most recently a Vice President of Real Estate Development at the Genesis Companies in New York, one of the city’s most active African American-owned affordable housing developers. Previously, Adam was a Senior Analyst for HR&A Advisors, a leading national consulting firm specializing in real estate and economic development advisory services. At HR&A, Adam supported the public-private development business line and provided market, financial, and deal structure analyses on behalf of both public agencies and private landowners in Boston, Atlanta, and the New York tri-state area. Before that, Adam was a Housing Fellow with New York City’s primary affordable housing finance agencies, the NYC Housing Development Corporation and the Department of Housing Preservation & Development. As a Housing Fellow, he closed construction and permanent financing on over 1,300 units totaling more than $150 million in debt and tax credit equity. Adam has also interned with the office of Congresswoman Maxine Waters and the House Financial Services Committee in Washington D.C. Adam holds a Master of Urban and Regional Planning from the University of California Los Angeles with a concentration in affordable housing development and finance, and earned his Bachelor of Arts in Anthropology from UC Santa Cruz.
Tim Rios is a senior vice president for Wells Fargo’s Social Impact and Sustainability group. He is responsible for implementing the company’s community and economic development programs in northern and central California, Inland Empire, as well as San Diego and Imperial counties.
A 22-year Wells Fargo veteran, Rios has held various positions throughout the course of his career at the company including positions in retail, wholesale, and business banking. Rios’ dedication to economic development has earned him recognition from the California State Legislature. In 2005, he received national honors from U.S. Small Business Administration when presented with its Financial Services Champion award. Rios has also received local, state, and national accolades including Hispanic Association on Corporate Responsibility’s Young Hispanic Corporate Achiever Award, Grizzly Award for executive leadership under the Bank on California Program, and Fresno West Coalition for Economic Development’s Risk Takers Dream Makers Community Champion Award. In 2013, Craig School of Business at California State University, Fresno, recognized him with the Top Dog Award, one of the highest honors bestowed on alumni.
A graduate of California State University, Fresno, Rios earned a degree in finance. In 2006, he completed a three-year executive banking program at University of Virginia. An avid advocate for the communities he supports, Rios contributes his leadership and advice to multiple organizations and serves on various boards including James Irvine Foundation. In 2004, he was appointed by Governor Schwarzenegger to the California Economic Strategy Panel where he served for four years. In 2016, he co-founded the Central Valley Latino Giving Circle–an effort dedicated to promoting strategic philanthropy among Latinos who wish to make a positive impact in the lives of underserved families.
Jules Dunham Howie is the Director of the UPC Westside CDC, which is the implementation arm of the Upton 2026 Master Plan. Jules has worked on organizational development issues for over 20 years. She has provided facilitation, training, and capacity building supports including fund development, strategic planning and board development to for-profits and non-profits all across the United States. Over 2000 people have been trained by Jules on organizational capacity building, and grantsmanship issues. She is a strong community activist and serves on the Board of the Historic Marble Hill Community Association and manages the Development Committee for the Upton Planning Committee. Jules received her BS in Communications and Theatre from James Madison University, and she received her Master of Divinity degree from Payne Theological Seminary. She is an Itinerate Elder in the AME Church and is married to Rev. Myron D. Howie. Together they have two children Ollie and Grace Marie and reside in Baltimore, Maryland.
Watson L. Haynes II, President & CEO of the Pinellas County Urban League (2012), successfully manages the agency’s long/short-range strategic planning, fiscal management and fundraising activities. The agency serves as the Change Agent to address generational poverty with the major focus areas of Economic Development, Housing, Education, Health and Advocacy. The service areas of the Pinellas County Urban League include 24 municipalities in Pinellas County, the Tampa Bay area and Marion, Hernando, Sumter, Lake, Seminole and Pasco counties.
Rev. Haynes has served as the Education and Community Outreach Project Coordinator, Academic and Student Affairs at St. Petersburg College and is a retired management employee of the Florida Department of Labor.
Rev. Haynes was appointed by Governor Jeb Bush in 2002 to the Governing Board of the Southwest Florida Water Management District (a water policy taxing authority covering 16 counties serving 3.5 million residents). He also served as Chair of the Finance and Administration Committee and Diversity Chairman. He was appointed by Governor Charlie Crist to the Florida Commission on Human Relations in 2007. He represented the commission as a member of the Center for Public Safety Innovation (CPSI) Florida Regional Community Policing Institute and reviewed and acted on discrimination cases.
Over the past 30 years, Rev. Haynes has held positions on numerous governmental boards and commissions including Chair of the Pinellas County Charter Review Commission, Chair of the Pinellas Community Foundation and Trustee on the Gulf Coast Legal Services Community Law Program. Haynes was appointed by the Pinellas County Commission as a member of the Health Facilities Finance Authority and the Social Action and Mental Health Funding Advisory Board, member of the Pinellas County Transit Alternatives Stakeholder Committee for Economic Development. He serves on the Board of Governors of the St. Petersburg Chamber of Commerce. He Is a founding member and immediate past Chair of COQEBS (Concerned Organizations for Quality Education for Black Students).Founder and Former President of the Midtown Rotary Club.
Rev. Haynes holds a Master of Science Degree in Management (Managerial Leadership) from National Louis University – Tampa Campus, a Bachelor of Arts in Public Administration from Eckerd College where he served as a member of the President’s Advisory Council and is a graduate of the Eckerd College Leadership Development Institute. He was awarded the Eckerd College Susan Armacost Alumni Medal for Outstanding Community Service in 2019. He has an Associate in Arts Degree from St. Petersburg College where, in 2007, he was recognized as an outstanding Alumnus and more recently in 2012 was honored by the College and its Board of Trustees for outstanding service to the College and community. He received an AA degree in Theology from the Florida Theological Seminary in Lakeland, Florida and was the first African American elected Senior Class President at St. Petersburg High School. He is the Co-Chaplain for the Eta Rho Chapter of Omega Psi Phi Fraternity and serves as Associate Pastor at New Pleasant Grove Missionary Baptist Church.
Among his honors include the Cultivating Community Award from the Edible Peace Patch in 2016 and was recognized as AT&T 2018-2019 Florida Black History Month Honoree, the St. Petersburg Bar Association Liberty Award recipient in 2018. In 2019 he received the National Council of Negro Women (NCNW) MLK Outstanding Leadership Award. In 2020 received the Tampa Bay Lightning Tampa Bay Hero Award.
He is currently a member of the 17-member Mayor’s (Kriseman) Task Force on Covid19. Recently appointed by St. Police Chief (Holloway) as a citizen member of the Statewide Police Chief sub-committee on Accountability and Societal Change.
- 30 plus years of banking, finance, economic/business development, affordable housing & management & leadership experience;
- Current President & CEO, Baltimore Community Lending, Inc.
- Immediate Past CEO, Africa New Frontier, Inc., an Entrepreneurship & Financial Inclusion Company;
- Served as Chief of Party & Country Managing Director of the USAID Investing for Business Expansion (IBEX) Project; An Access to Finance & Business Development project in Liberia;
- Served as Vice President of Community Development & Business Banker with leading U.S. Commercial banks, including PNC Bank, J P Morgan Chase, and Fleet Bank, now Bank of America;
- Served as Sr. Financial Management Consultant for Affordable Housing @ NeigborWorks America;
- Served as Senior Financial & Affordable Housing Manager @ Federal Home Loan Bank of Boston;
- Served as Senior Project & Finance Manager for Affordable Housing @ the City of Boston, Department of Neighborhood Development
- Provides technical direction, capacity building, and management consulting & oversight for all aspects of project implementation & delivery;
- Serves as the primary point of contact with government agencies, banks, key investors, and other stakeholders;
- Grant Reviewer for US Department of Treasury CDFI Fund Financial & Technical Assistance & New Market Tax Credits
- D. Organizational Development & Leadership, Grand Canyon University, Currently Enrolled
- Ed., Business Management, Cambridge College, Cambridge, MA
- A., Community Planning and Management, University of Massachusetts, Boston, MA
- Certified as a Women Business Banker & Advisor at PNC Bank
- Honored as a 100 Top Women Leader in Baltimore, MD (The Daily Record)
- Graduate of Leadership Boston, Massachusetts
- Current Member, Wells Fargo Academy for Non-profit Leadership @ Boston College
- Former Commissioner, Maryland Governor’s Commission on Africa Affairs
- Former Executive Member, Maryland Liberia Sister State
- Member African America Alliance of CEO CDFIs
Denise Pinkston has over 30 years of experience in real estate and development including acquisitions, asset and construction management, marketing, leasing, planning/entitlements, transit and green building, planning management, housing policy, and public affairs.
Previously, Ms. Pinkston directed Current Planning, Code Enforcement, Housing, and Redevelopment as the Marin County Planning Services Coordinator. Ms. Pinkston has been an instructor in real estate and planning at both San Francisco State University and Mills College. Ms. Pinkston has recently served as: Board Chair of MVGO and EmeryGoRound shuttles; Chair Bay Area Council Housing Committee; Chair &Vice Chair Berkeley Zoning Board; Moderator, MTC Committee to House the Bay Area (CASA); Member SPUR Housing Committee; Technical advisor on State bills to ease rules for housing and ADUs.
Enrique Velez, CEO for Brino Builders Inc, oversees the company’s sales, marketing, and business development. He brings over 25 years of experience in the construction industry and has established a reputation for accepting new challenges and opportunities. He is committed to providing quality building and construction services for office, industrial, commercial, retail, and apartment rehab projects. He is a passionate leader that has a long-standing commitment to advocating for economic opportunities for local minority contractors.
Enrique is an active member of the San Diego Hispanic Chamber of Commerce. His community volunteer service includes a position in the NSBA leadership board, International Director for the Rotary Club of Coronado Biancion, and San Diego Minority Construction Coalition Chairman of the Board.
Lenny was the Chief Economic and Business Advisor to Governor Gavin Newsom and Director of the Governor’s Office of Business and Economic Development (GO-Biz). He is a Senior Partner Emeritus of McKinsey & Company and a Lecturer on Inequality at the Stanford Business School. He founded McKinsey’s U.S. state and local public sector consulting practice. He also oversaw their knowledge development, Chairing the McKinsey Global Institute and the Firm’s communications, including the McKinsey Quarterly. He is the Chair Emeritus of the Bay Area Council and their Economic Institute, and was vice-chair of the Stanford GSB Advisory Council. He is a member of the Council on Foreign Relations, the Board of Trustees for Junior Statesmen of America, and the Advisory Boards of Y Analytics, QB3, the Haas Center at Stanford, Third Sector Capital, The CA Community College Chancellor’s Office, and the Public Policy Institute of California.
Marcos Morales manages Hogar Hispano Inc. (HHI) a not-for-profit 501(c)(3) corporation founded in 2004. HHI was formed with a goal to flexibly manage different types of real estate assets in partnership with other community-based organizations to support homeownership preservation creating affordable housing, neighborhood stabilization, and wealth creation for both Latino and low-income families. Mr. Morales is dedicated to helping families and individuals to achieve the American dream of homeownership and to build personal wealth. He does so through partnership which have led to the creation of 2,000 new housing opportunities for income qualified families and preserving homeownership for 1,300 additional families nationwide. Mr. Morales believes the work is just getting started. Access to capital is paramount to the success of HHI and other community development corporation across the country.
Wanda Gibson Best is a connector of resources. As the executive director of a non-profit, she is proficient in leadership of various types of organizations and has used many different skills throughout her career. Her grass roots community organizing began at an early age in the South Carolina Cooperative Extension Programs while representing the State of South Carolina across the Country in leadership roles. After graduating with a BS degree in Foods and Nutrition with a triple minor in Biology, Chemistry and Business, she later received a Master’s Degree in Public Administration. She worked as a Dietician in a comprehensive health center in Charleston, SC and the remote islands. There she managed and delivered direct services to the Women Infants and Children Program, Home Health Program and Migrant Camp Nutrition Program. After that, she managed the food production department at MUSC Hospital and two of its satellite hospitals. For more than twenty years she was the program analyst for federal food safety and quality programs of the US Land Grant System. She currently serves as the Executive Director of the Upton Planning Committee in Baltimore. Wanda has focused her career on public health and economics while maintaining a license to practice as a Nutritionist and Dietician for thirty years.
Dell L. Gines is the senior community development advisor for the Federal Reserve Bank of Kansas City – Omaha Office. He focuses on innovative community development strategies designed to help transform rural and inner-city communities. Dell is a nationally recognized speaker on the subject of entrepreneurship based economic development and is the author of the Grow Your Own Guide, a short primer on how to build urban and rural economies using entrepreneurship.
In 2013, he designed and launched Econ Avenue, an innovative grassroots led community economic development project that received national attention when Federal Reserve Board Chair, Janet Yellen, referenced it in her first public speech. Dell is a Certified Economic Developer (CEcD) and holds a Master of Business Administration, Master of Science in Finance and is a PhD candidate. In 2011, he was recognized by the Omaha Jaycees as a TOYO award recipient for being named as one of the top ten Omahans under the age of forty making an impact in the community.
The community development function at the Federal Reserve Bank of Kansas City was created in the 1980s primarily to help banks understand their responsibilities under the Community Reinvestment Act. Over the years the bank has expanded its work in the field of community development to meet emerging needs and staff has sought out new opportunities for collaboration to assist low- and moderate-income communities. The community development staff is committed to assisting our stakeholders and the communities we serve respond effectively to challenges through research, relationship building and resource development.
Holly Frindell is Director of Programs and oversees NALCAB’s Equitable Neighborhood Development, Financial Capability and Small Business program areas. She brings over 14 years of experience in municipal and nonprofit program management addressing issues such as financial empowerment, economic development and homelessness.
Prior to joining NALCAB, she worked for the City of San Antonio Department of Human Services, where she coordinated the implementation of the San Antonio’s first ever Financial Empowerment Centers to provide free, one-on-one financial counseling to San Antonio residents. Previously, at the New York City Department of Homeless Services, she helped develop and implement an innovative rental subsidy program with a cash match component, working closely with national asset building organizations, national and local funders, local credit unions and banks and community based organizations to build an effective program. She also served for a year as a full-time volunteer at Mercy Center in the South Bronx, a community center that empowers women and their families to develop skills for healthy family living and economic advancement.
Holly earned her Master’s degree in Urban Policy Analysis and Management from The Milano School of International Affairs, Management, and Urban Policy at The New School in New York and her Bachelor’s degree in Urban Studies and Spanish from Trinity University in San Antonio, TX. She currently serves on the CBA Fund Board and the San Antonio Community Action Advisory Board.
Orson is a nationally recognized leader on issues related to economic justice and wealth building for underserved communities. At UnidosUS, Orson oversees the organization’s Economic Policy program focused on building wealth in Latino communities.
He has testified in Congress and has facilitated numerous meetings with federal regulatory leaders and corporate CEOs on matters related to consumer finance, lending, and economic development.
He has served on several governing boards, including The Women’s Foundation of California, The Mission Economic Development Agency, The Unity Council, Grid Alternatives, and VELOZ. He has also received numerous leadership appointments, including the Federal Reserve of San Francisco’s Community Advisory Council, Bank of America’s National Community Advisory Council, BBVA’s Community Advisory Council, and PG&E’s Community Advisory Council.
He holds a master’s degree in Public Affairs from the University of Texas at Austin and an undergraduate degree in Psychology from the University of California at Santa Cruz.
Monica Mitchell has over 20 years’ experience in banking and community development. In her role, Monica leads Social Impact and Sustainability work for the Maryland and Greater DC regions and serves as chair of Wells Fargo’s $1.6 Billion lending and philanthropic commitment in Washington D.C. called ‘Where We Live’™ focused on supporting small business, financial health and housing affordability. Extensive engagement in workforce development, entrepreneurship and eliminating policy barriers that perpetuate poverty for low-to-moderate income communities are central to Monica’s work, with a personal passion to address the intersectionality of these issues with public health outcomes.
Monica is intentional in her advocacy for community impact programs and policies that advance historically underserved neighborhoods, drive economic growth, and provide educational equity and family stability. Monica is the founding President of the Board of the all-girls Lillie May Carroll Jackson Middle School in Baltimore City. She also serves on the boards of Junior Achievement of Central Maryland, Associated Black Charities, LISC DC, and the Eddie and C. Sylvia Brown Family Foundation. She was a founding member of the United Way Emerging Leaders United Program to promote the professional development and community involvement of Maryland’s next generation of leaders.
Ms. Mitchell has received numerous awards including: The Daily Record VIP list, Baltimore Business Journal 40 Under 40, Baltimore Chamber of Commerce Education Advocate of the Year, Associated Black Charities Icon Award for contributions in Corporate Leadership and Philanthropy, National Coalition of 100 Black Women Shes100 Award for championing corporate social responsibility on behalf of black women and girls, Girl Scouts Distinguished Women honors and has been inducted into The Maryland Top 100 Women Circle of Excellence.
Monica is a proud lifelong Baltimorean, a dedicated mother to her two teenage sons, a passionate volunteer, and a mentor for young students of color pursuing careers in financial services and philanthropy.
Began flipping homes in the late 1980s, CA Broker License in early 1991. Residential Appraiser 5 years and continues as a Full-time, full-service Realtor.
Dec 2016 Co-founder & CFO, Project Acquisition and Development Manager for the Veterans Affordable Home Ownership Program, VAHOP is a national 501(c)(3) social impact non-profit. In early 2018 the Real Estate practice moved to eXp Realty the first 100% Cloud-based brokerage in the world and is the fastest-growing International brokerage in the Country serving both residential and commercial clients. eXp is publicly traded on the NASDAQ under the symbol EXPI
More Speakers Coming, Including Federal Reserve Board…
BLACK AND LATINO ECONOMIC NEWS
This is a Call for Black and Latino Unity on Getting Out To Vote On November 3rd. Our Economic & Racial Social Justice Future Depends on It! Please take a moment to watch this important video by: Al Pina - Summit Co-Founder, Host Committee Member , Chair of [...]
Our resolve to call attention to the issue of meeting the needs of Black & Latino Communities through creating greater access to capital remains solid. However, the recent assault on Jacob Blake in Wisconsin and the resulting protests from all corners of our community have called into question [...]