Good Money Archives - Page 2 of 2

True Link selected to manage ABLE Act programs of Ohio, eleven other states

Specialized financial services company chosen to manage checking, savings, and investment accounts for people with disabilities across twelve states.

Jiko buys bank partner Mid-Central National Bank

Jiko co-founder and CEO Stephane Lintner told TechCrunch that his company “at some point” would own its current bank partner. Well, they’ve made good on that promise with the acquisition of Mid-Central National Bank, a Minnesota-based retail bank that’s served its community for 63 years.

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345 California Street
Ste. 600
San Francisco, CA 94104

Dan Skaff

Co-Founder and Managing Partner

Daniel L. Skaff is Co-founder and Managing Partner of Radicle Impact Partners, an early-stage venture fund focused on climate and economic inclusion. Dan is former Co-CEO, President and Vice Chairman of Beneficial State, a triple bottom line bank dedicated to building prosperity in local communities with a focus on social justice, environmental resilience and economic sustainability. Beneficial State is the #3 rated B Corp globally and recipient of the California Prize for Service and the Common Good, The San Francisco Bay Area Environmental Business of the Year Award and Real Impact 100 Magazine’s Top 20 Company Award, among others.

Dan received a bachelor’s degree with honors from Harvard University and a MBA from the Wharton School at the University of Pennsylvania, where he was a Wharton Fellow and has been a guest speaker in Wharton’s Leadership in the Business World and School for Social Impact Programs. He also completed Stanford Law School’s Director’s College, an executive education program for more effective board leadership.

Dan is also Chairman of the Latino Community Foundation, the nation’s fastest growing nonprofit focused on Latino families, children and communities; Chairman-elect of Impact Assets, a pre-eminent partner for impact investing and philanthropic giving with $3.1B AUM; and serves on the board and as former Investment Committee Chair of the Marin Community Foundation, among the nation’s largest community foundations with $3.2B in philanthropic assets. He is a past advisory board member of The Federal Reserve Bank of San Francisco, former Co-Chairman and Lead Director of Glu Mobile Inc. (Nasdaq GLUU, sold to Electronic Arts), and Vice Chair of The Harvard College Fund’s West Coast Council.

Earlier in his career Dan served in the Corporate Finance Departments of Bankers Trust Company and Bank of America. He subsequently co-founded and served as Managing Partner of Sienna Ventures and its affiliates, a private investment firm focused on multi-stage venture and middle market acquisitions primarily in the mobile communications, consumer and light technology sectors. Sienna’s venture investments exceeded industry benchmarks by approximately 50% and included companies such as Protocol Communications, @Motion, Phone.com/Unwired Planet, Tradepoint Solutions/DemandTec, Priceline.com, Glu Mobile, Bojangles’ Restaurants and Heidi’s Fine Desserts.

“We started Radicle because my partners and I believe we have for the longest time overlooked many of the most deserving communities and entrepreneurs among us. Ability and hope for advancement are widespread. Opportunity is not. We’re pleased at Radicle to work with
exceptional founders, CEOs, advisors and like-minded investors to balance opportunity with access in creating a more fair, transparent and just economic system – one with people at its
center, not just profits.”

Adrienne A. Harris

Adrienne A. Harris is a Professor of the Practice at the University of Michigan, as well as a Senior Research Fellow with the Center for Finance, Law and Policy at the University. Adrienne is an early-stage investor and advisor. She also advises fintech companies, incumbent financial institutions, and large venture capital firms. Most recently, Adrienne was the founding Chief Business Officer and General Counsel of States Title, a San Francisco-based, insur-tech start-up for which she is now an Advisor. States Title (now Doma) announced it was merging with a SPAC in March 2021.

Adrienne currently serves on the Board of Directors for the Financial Health Network (formerly CFSI), for Beneficial State Bank (a CDFI and certified B-Corp), and Homie, Inc. She also serves as a Limited Partner Advisor to NYCA and as a Term Member on the Council of Foreign Relations. She previously served on the International Technology Advisory Panel (ITAP) for the Monetary Authority of Singapore. Adrienne was a Special Assistant to President Obama for Economic Policy at the National Economic Council in the Obama White House, where her portfolio included financial reform, financial technology, cybersecurity, consumer protection, and housing finance reform. At the White House, Adrienne spearheaded the development of the Administration’s fintech strategy, chairing both the Interagency Fintech Working Group and the Administration’s Distributed Ledger Technology Task Force. She came to the White House from the U.S. Department of Treasury where she served as Senior Advisor to the Deputy Secretary. Prior to coming to Washington, D.C., Adrienne was an Associate at Sullivan & Cromwell LLP in New York, where her practice included representing financial institutions in complex regulatory proceedings and M&A transactions. While at the firm, Adrienne was tapped to serve as an advisor to numerous local, state and national political campaigns and transitions. From 2007 to 2008, she was a Judicial Clerk in the United States District Court for the Southern District of New York for the Honorable Stephen C. Robinson. Adrienne earned her M.B.A. from the New York University Stern School of Business with specializations in Economics and Management, her J.D. from Columbia University Law School, where she was a member of the Columbia Law Review, and her B.A. from Georgetown University, where she was a John Carroll Scholar and graduated with honors.

Jan Lynn Owen

Senior Advisor to Manatt, Phelps & Philips, LLP

Jan Owen is Senior Advisor in Manatt Financial Services, resident in the San Francisco and Sacramento offices.

Jan’s broad practice includes the representation of a wide variety of regulated entities with respect to consumer-facing products and services. She also counsels clients on strategic approaches in response to state and federal inquiries, exams, investigations and enforcement actions, and appears on their behalf before state and federal regulators.

Examples of her current representations include:

consulting on state and federal regulatory matters including enforcements actions, regulatory exam results,
Counseling cannabis industry clients on various aspects of their operations
Representing banks with respect to cannabis industry issues and compliance
Assisting clients on innovative new financial products
Counseling start-ups in the financial services businesses, including new banks, credit unions and FinTech companies.
Providing strategic advice to major banks, credit unions, consumer financial lenders, independent mortgage companies, fintech companies and startups, blockchain and cryptocurrency companies and technology companies with respect to matters that may come before state and federal regulators.

Prior to joining Manatt, Jan was the first and longstanding Commissioner of California’s Department of Business Oversight (2013 to 2019) now known as the California Department of Financial Protection and Innovation (DFPI), the state’s financial regulator. A hands-on Commissioner, Jan actively led a massive agency with oversight over licensed and regulated financial services and securities entities. Prior to her role at DBO, Jan held other senior positions in both government and at a major financial institution.

In addition to Jan’s work at Manatt, Jan enjoys being on the Board of Directors of Bank of Southern California and on the Board of Directors of Kraken Financial. Jan also is on the Advisory Board of Radicle Impact and on the Advisory Board of Jiko, a financial services company.

Jan is a frequent speaker and author on topics relating to women’s issues, regulatory and consumer protection developments across the country. She continues to be extensively quoted by national publications such as American Banker and Bloomberg and is referenced in articles written in other publications as such American Lawyer.

Lisa Stevens

Chief People Officer, Aon United Operations

Lisa Stevens is Aon’s Chief People Officer. In this role she is responsible for creating, implementing and leading the strategies that empower the Firm’s 50,000 employees across 120 nations to fully align with the client-centric Aon United mission. Stevens leverages her proven ability to deliver business results as she leads the People Organization, including culture & change, talent, rewards and diversity, equity & inclusion strategies and their global functions. As a member of the CEO’s leadership team, Stevens also plays a critical role in overseeing the coaching and executive talent development and succession planning strategies for Aon.
Stevens joined Aon in 2018 as Executive Vice President of Aon United Operations where she led the Delivering Aon United strategy and adoption to accelerate client value creation and drive growth by increasing collaboration across geographies and solution lines.

Her ultimate objective is for colleagues around the world to be inspired by the Aon United mission, committed to professional development and work as a unified global team to build and be a part of a firm that consistently delivers great outcomes for clients, and even greater impact in the communities we serve around the world.

Stevens joined Aon from Wells Fargo Bank after a 29-year career. In her last role with Wells Fargo, Stevens was Executive Vice President and Head of the Western U.S., leading 34,000 employees and 2,700 branch offices across a 24-state region with annual community engagement in excess of $100 million. Prior to that role, Stevens ran 20 states plus sales and marketing for the entire Community Bank while leading Small Business Banking for the company. Earlier roles included serving as President of both the Pacific Northwest and the California Regional Banking Divisions.

Stevens has an extensive background in managing operational, market, reputational and credit risk, in addition to having managed multi-billion dollar operating organizations. Under Stevens, Small Business Banking served over 3 million small business customers with sales up to $5 million with a full range of financial services. As the leader in the banking industry for small business lending, Stevens was responsible for building and innovating small business customer solutions including FastFlexSM, the first product in traditional financial services that disrupted enterprises such as Lending Club, OnDeck and Cabbage. She also created national lending commitments to minority and women owned businesses.

Stevens earned a Bachelor of Science degree from Santa Clara University. She services as a commissioner for the Rose Bowl Operating Committee and is an active board members of several non-profit organizations, including the Executive Committee of the California Roundtable, Children’s Hospital of Los Angeles, Arizona State University’s Global Institute of Sustainability, Los Angeles Philharmonic Association, and the Board of Regents for Santa Clara University.