TruFund Financial Services, Inc.
Industry: Company
DescriptionFounded: 2005 Parent organization: Seedco
TruFund Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TruFund Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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TruFund Financial Services, Inc. Employees
Employee
Years
Job
Industry
Jon Atkinson Jon Atkinson's TruFund Financial Services, Inc. Experience 2010 - 2014
Job Director for the Loyola University Center for Entrepreneurship and Fund Executive South Coast Angel Fund II
Industry Venture Capital & Private Equity
Experience
South Coast Angel Fund II, LLC June 2014 - Present
Loyola University New Orleans College of Business 2014 - Present
Tulane University 2013 - 2014
Trufund Financial Services, Inc. 2010 - 2014
Propeller: A Force for Social Innovation 2009 - 2012
Changemaker Institute @ Tulane University 2009 - 2011
Hancock Bank 2007 - 2010
Eez Fusion and Sushi 2006 - 2007
Skills
Financial Modeling, Start-ups, Due Diligence, Entrepreneurship, Business Strategy, Management Consulting, Business Development, Corporate Finance, Credit, Competitive Analysis, Finance, Budgets, Venture Capital, Strategy, Business Planning, Strategic Planning, Leadership, Public Speaking
Education
Tulane University 2008 — 2011
M.B.A., Entrepreneurship, Strategic Management and Leadership
Davidson College 2002 — 2006
B.A., Economics
Department of the Treasury
Innovations in Small Business Lending
National Development Council
Economic and Community Development Finance
Hancock Bank
Commercial Credit School
South Coast Angel Fund II, LLC June 2014 - Present
Loyola University New Orleans College of Business 2014 - Present
Tulane University 2013 - 2014
Trufund Financial Services, Inc. 2010 - 2014
Propeller: A Force for Social Innovation 2009 - 2012
Changemaker Institute @ Tulane University 2009 - 2011
Hancock Bank 2007 - 2010
Eez Fusion and Sushi 2006 - 2007
Skills
Financial Modeling, Start-ups, Due Diligence, Entrepreneurship, Business Strategy, Management Consulting, Business Development, Corporate Finance, Credit, Competitive Analysis, Finance, Budgets, Venture Capital, Strategy, Business Planning, Strategic Planning, Leadership, Public Speaking
Education
Tulane University 2008 — 2011
M.B.A., Entrepreneurship, Strategic Management and Leadership
Davidson College 2002 — 2006
B.A., Economics
Department of the Treasury
Innovations in Small Business Lending
National Development Council
Economic and Community Development Finance
Hancock Bank
Commercial Credit School
HERMAN WILLIAMS HERMAN WILLIAMS's TruFund Financial Services, Inc. Experience June 2013 - November 2013
Job Vice President at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation December 2013 - Present
TruFund Financial Services, Inc. June 2013 - November 2013
Seedco Financial Services, Inc September 2009 - June 2012
Regions Financial Corporation December 2001 - September 2009
Skills
New Business Development, Staff Mgmt, Performance Motivation, Business retention, Public Speaking, Mentoring, Community Outreach, Leadership, Small Business Lending, Small Business, Loans
Education
National Development Council 2011 — 2012
Economic Development Finance Professional Certification (EDFP), Financial Planning and Services
University of Alabama at Birmingham 1983 — 1988
Bachelor's of Science in Finance, Investment Management
A.H. Parker High School 1979 — 1983
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Regions Financial Corporation December 2013 - Present
TruFund Financial Services, Inc. June 2013 - November 2013
Seedco Financial Services, Inc September 2009 - June 2012
Regions Financial Corporation December 2001 - September 2009
Skills
New Business Development, Staff Mgmt, Performance Motivation, Business retention, Public Speaking, Mentoring, Community Outreach, Leadership, Small Business Lending, Small Business, Loans
Education
National Development Council 2011 — 2012
Economic Development Finance Professional Certification (EDFP), Financial Planning and Services
University of Alabama at Birmingham 1983 — 1988
Bachelor's of Science in Finance, Investment Management
A.H. Parker High School 1979 — 1983
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Amit Wadhera Amit Wadhera's TruFund Financial Services, Inc. Experience July 2010 - October 2012
Job Operations Manager, Partnerships & Teacher Relations
Industry Nonprofit Organization Management
Experience
DonorsChoose.org November 2012 - Present
TruFund Financial Services, Inc. July 2010 - October 2012
Skills
Microsoft Excel, Research, Data Analysis, Non-profits, Salesforce.com, Social Media, CRM, Community Outreach, Community Development, Marketing, Nonprofits, Microsoft Office, Customer Service, Grant Writing, Project Management, Fundraising, Public Speaking, Financial Analysis, Event Planning, Social Networking, Program Management, Cross-functional Team..., Management, Analysis
Education
Queens College
Bachelor of Arts (BA), Political Science and Government
Queens College
Bachelor of Arts (BA), Psychology
DonorsChoose.org November 2012 - Present
TruFund Financial Services, Inc. July 2010 - October 2012
Skills
Microsoft Excel, Research, Data Analysis, Non-profits, Salesforce.com, Social Media, CRM, Community Outreach, Community Development, Marketing, Nonprofits, Microsoft Office, Customer Service, Grant Writing, Project Management, Fundraising, Public Speaking, Financial Analysis, Event Planning, Social Networking, Program Management, Cross-functional Team..., Management, Analysis
Education
Queens College
Bachelor of Arts (BA), Political Science and Government
Queens College
Bachelor of Arts (BA), Psychology
Alesia Chin Alesia Chin's TruFund Financial Services, Inc. Experience January 2013 - Present
Job Accounts Payable / Payroll Specialist at TruFund Financial Services, Inc
Industry Public Relations and Communications
Experience
TruFund Financial Services, Inc January 2013 - Present
TruFund Financial Services, Inc. December 2011 - December 2012
Calvin Klein June 2011 - August 2011
Seventh House PR September 2010 - December 2010
Skills
Fashion, Styling, Customer Service, Microsoft Excel, E-commerce, Social Media, Public Relations, Event Planning, Social Media Marketing, Event Management, Marketing, Marketing Communications, Facebook, Microsoft Office, PowerPoint, Advertising, Blogging, Marketing Strategy, Microsoft Word, Media Relations, Editing, Account Management, Sales, Social Networking, Retail, Press Releases, Online Marketing, Merchandising, Time Management
Education
F.I.T. Fashion Institute of Technology 2010 — 2012
Bachelors Degree, Advertising & Marketing Communication
Nassau Community College 2008 — 2009
Associate's, Marketing
TruFund Financial Services, Inc January 2013 - Present
TruFund Financial Services, Inc. December 2011 - December 2012
Calvin Klein June 2011 - August 2011
Seventh House PR September 2010 - December 2010
Skills
Fashion, Styling, Customer Service, Microsoft Excel, E-commerce, Social Media, Public Relations, Event Planning, Social Media Marketing, Event Management, Marketing, Marketing Communications, Facebook, Microsoft Office, PowerPoint, Advertising, Blogging, Marketing Strategy, Microsoft Word, Media Relations, Editing, Account Management, Sales, Social Networking, Retail, Press Releases, Online Marketing, Merchandising, Time Management
Education
F.I.T. Fashion Institute of Technology 2010 — 2012
Bachelors Degree, Advertising & Marketing Communication
Nassau Community College 2008 — 2009
Associate's, Marketing
Damien Engelhardt Damien Engelhardt's TruFund Financial Services, Inc. Experience November 2012 - October 2013
Job Associate at Acumen
Industry Financial Services
Experience
Acumen August 2015 - Present
Grameen America, Inc. May 2014 - July 2015
Grassroots Campaigns October 2013 - January 2014
TruFund Financial Services, Inc. November 2012 - October 2013
Save the Children International June 2011 - September 2011
Mary's Meals April 2011 - May 2011
Yanapuma February 2011 - April 2011
Skills
Research, Nonprofits, Business Development, International..., Fundraising, Microsoft Office, Community Outreach, Policy Analysis, Public Speaking, Event Planning, Project Management, Social Media Marketing, Marketing, Public Relations, Grant Writing, Program Development, Volunteer Management, Social Media, Capacity Building, Creative Writing, Website Updating, Programming, Ruby on Rails
Education
Insead
Insead
Northwestern University 2006 — 2010
Bachelor of Arts (BA), Economics and Communications
Bloc 2014 — 2015
Bootcamp, Ruby on Rails
United World College of the Atlantic
Acumen August 2015 - Present
Grameen America, Inc. May 2014 - July 2015
Grassroots Campaigns October 2013 - January 2014
TruFund Financial Services, Inc. November 2012 - October 2013
Save the Children International June 2011 - September 2011
Mary's Meals April 2011 - May 2011
Yanapuma February 2011 - April 2011
Skills
Research, Nonprofits, Business Development, International..., Fundraising, Microsoft Office, Community Outreach, Policy Analysis, Public Speaking, Event Planning, Project Management, Social Media Marketing, Marketing, Public Relations, Grant Writing, Program Development, Volunteer Management, Social Media, Capacity Building, Creative Writing, Website Updating, Programming, Ruby on Rails
Education
Insead
Insead
Northwestern University 2006 — 2010
Bachelor of Arts (BA), Economics and Communications
Bloc 2014 — 2015
Bootcamp, Ruby on Rails
United World College of the Atlantic
Anne Bush's TruFund Financial Services, Inc. Experience November 2009 - Present
Job Chief Credit Officer, TruFund Financial Services, Inc.
Industry Financial Services
Experience
TruFund Financial Services, Inc. November 2009 - Present
ECI/Estrada Consulting, Inc 2007 - 2009
Brooklyn Hospital Foundation 2003 - 2007
JP Morgan Chase 1973 - 2003
Skills
Credit, Nonprofits, Financial Analysis, Portfolio Management, Banking, Economic Development, Strategic Planning, Small Business, Commercial Lending, Non-profits, Credit Analysis, Loans, Strategy, Change Management, Leadership, Executive Management
Education
Long Island University
MBA Certificate
New York University
BA, Psychology, Mathematics
New York University
Philanthropy and Fundraising Certificate
TruFund Financial Services, Inc. November 2009 - Present
ECI/Estrada Consulting, Inc 2007 - 2009
Brooklyn Hospital Foundation 2003 - 2007
JP Morgan Chase 1973 - 2003
Skills
Credit, Nonprofits, Financial Analysis, Portfolio Management, Banking, Economic Development, Strategic Planning, Small Business, Commercial Lending, Non-profits, Credit Analysis, Loans, Strategy, Change Management, Leadership, Executive Management
Education
Long Island University
MBA Certificate
New York University
BA, Psychology, Mathematics
New York University
Philanthropy and Fundraising Certificate
Janet Ozarchuk's TruFund Financial Services, Inc. Experience March 2014 - Present
Job Chief Financial Officer at TruFund Financial Services, Inc.
Industry Nonprofit Organization Management
Experience
TruFund Financial Services, Inc. March 2014 - Present
Capital Impact Partners January 2012 - March 2014
Local Initiatives Support Corporation February 2003 - June 2011
BondDesk Group 2000 - 2002
Credit Suisse 1994 - 1995
Merrill Lynch 1986 - 1994
Smith Barney, Harris Upham & Co. Incorporated 1982 - 1986
Skills
Nonprofits, Community Development, Strategic Planning, Financial Analysis, Change Management, Organizational..., Managerial Finance, Planning Budgeting &..., Capital Markets, Asset Management, Credit Analysis, Structured Finance, Fixed Income, Interest Rate..., Underwriting, Finance, Leadership, Financial Modeling, Budgets, Management, Due Diligence, Strategy, Analysis, Bonds
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
Fordham University 1974 — 1978
Bachelor's Degree, Economics
TruFund Financial Services, Inc. March 2014 - Present
Capital Impact Partners January 2012 - March 2014
Local Initiatives Support Corporation February 2003 - June 2011
BondDesk Group 2000 - 2002
Credit Suisse 1994 - 1995
Merrill Lynch 1986 - 1994
Smith Barney, Harris Upham & Co. Incorporated 1982 - 1986
Skills
Nonprofits, Community Development, Strategic Planning, Financial Analysis, Change Management, Organizational..., Managerial Finance, Planning Budgeting &..., Capital Markets, Asset Management, Credit Analysis, Structured Finance, Fixed Income, Interest Rate..., Underwriting, Finance, Leadership, Financial Modeling, Budgets, Management, Due Diligence, Strategy, Analysis, Bonds
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
Fordham University 1974 — 1978
Bachelor's Degree, Economics
Myla Poree's TruFund Financial Services, Inc. Experience August 2010 - Present
Job Vice President/Managing Director at TruFund Financial Services, Inc.
Industry Financial Services
Experience
TruFund Financial Services, Inc. August 2010 - Present
Seedco Financial August 2010 - February 2011
Skills
Program Management, Non-profits, Strategic Planning, Program Development, Economic Development, Entrepreneurship, Management Consulting, Nonprofits, Organizational..., Leadership, Community Outreach, Budgets, Public Speaking, Fundraising, Leadership Development, Government
Education
Texas Southern University
MBA
Xavier University of Louisiana
TruFund Financial Services, Inc. August 2010 - Present
Seedco Financial August 2010 - February 2011
Skills
Program Management, Non-profits, Strategic Planning, Program Development, Economic Development, Entrepreneurship, Management Consulting, Nonprofits, Organizational..., Leadership, Community Outreach, Budgets, Public Speaking, Fundraising, Leadership Development, Government
Education
Texas Southern University
MBA
Xavier University of Louisiana
Michelle Maloney Friend's TruFund Financial Services, Inc. Experience March 2011 - July 2012
Job Associate General Counsel at Yodle
Industry Legal Services
Experience
Yodle January 2014 - Present
Lawyers Alliance for New York November 2012 - January 2014
TruFund Financial Services, Inc. March 2011 - July 2012
Choate, Hall & Stewart October 2005 - December 2010
Industrial Economics 2001 - 2002
Skills
Corporate Law, Legal Writing, Corporate Governance
Education
Columbia Law School 2002 — 2005
JD, Law
Trinity College-Hartford 1997 — 2001
BA, English, Economics
Yodle January 2014 - Present
Lawyers Alliance for New York November 2012 - January 2014
TruFund Financial Services, Inc. March 2011 - July 2012
Choate, Hall & Stewart October 2005 - December 2010
Industrial Economics 2001 - 2002
Skills
Corporate Law, Legal Writing, Corporate Governance
Education
Columbia Law School 2002 — 2005
JD, Law
Trinity College-Hartford 1997 — 2001
BA, English, Economics
Melanie Bouyer's TruFund Financial Services, Inc. Experience June 2009 - 2013
Job Alabama Judicial System
Industry Nonprofit Organization Management
Experience
State of Alabama September 2014 - Present
TruFund Financial Services, Inc. June 2009 - 2013
Bridge Builders January 2006 - April 2008
Seedco January 2005 - July 2006
Brinker January 2003 - January 2006
Mozzarella's The American Café January 1997 - January 2003
Jefferson County Board of Education January 2000 - January 2002
Blue Cross and Blue Shield of Alabama February 1998 - April 1999
Skills
Fundraising, Nonprofits, Community Outreach, Leadership, Event Planning, Training, Public Relations, Grants, Public Speaking, Customer Service, Organizational..., Program Management, Higher Education, Leadership Development, Budgets, Risk Management, Coaching, Conflict Resolution, Team Building, Government, Marketing, Grant Writing, Recruiting, Event Management, Program Evaluation, Program Development, Non-profits, Community Development, Entrepreneurship, Volunteer Management, Social Media, Business Development, Teaching, Workshop Facilitation, Research, Staff Development, Small Business, Project Planning, Board Development, Resume Writing, Policy, Proposal Writing, Video Production, Video Editing, Legal Research, Strategic Planning, Management, Microsoft Office
Education
Miles Law School 2013 — 2017
Doctor of Law (J.D.), Law, 3.8 GPA
University of Alabama at Birmingham 2007 — 2015
Bachelor of Arts (B.A.), Communication Management, 3.6 GPA
University of Montevallo 1993 — 1997
Bachelor of Science Degree, Speech Language Pathology
Shades Valley High School
State of Alabama September 2014 - Present
TruFund Financial Services, Inc. June 2009 - 2013
Bridge Builders January 2006 - April 2008
Seedco January 2005 - July 2006
Brinker January 2003 - January 2006
Mozzarella's The American Café January 1997 - January 2003
Jefferson County Board of Education January 2000 - January 2002
Blue Cross and Blue Shield of Alabama February 1998 - April 1999
Skills
Fundraising, Nonprofits, Community Outreach, Leadership, Event Planning, Training, Public Relations, Grants, Public Speaking, Customer Service, Organizational..., Program Management, Higher Education, Leadership Development, Budgets, Risk Management, Coaching, Conflict Resolution, Team Building, Government, Marketing, Grant Writing, Recruiting, Event Management, Program Evaluation, Program Development, Non-profits, Community Development, Entrepreneurship, Volunteer Management, Social Media, Business Development, Teaching, Workshop Facilitation, Research, Staff Development, Small Business, Project Planning, Board Development, Resume Writing, Policy, Proposal Writing, Video Production, Video Editing, Legal Research, Strategic Planning, Management, Microsoft Office
Education
Miles Law School 2013 — 2017
Doctor of Law (J.D.), Law, 3.8 GPA
University of Alabama at Birmingham 2007 — 2015
Bachelor of Arts (B.A.), Communication Management, 3.6 GPA
University of Montevallo 1993 — 1997
Bachelor of Science Degree, Speech Language Pathology
Shades Valley High School
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