Cathie Mahon

Cathie Mahon has led Inclusiv since 2012 overseeing a period of dramatic growth and expansion of the organization and network. She is committed to the Inclusiv mission of promoting financial inclusion and building more inclusive economies through community owned and controlled financial institutions. Ms. Mahon previously served as Deputy Commissioner at the NYC... Read More

Eben Sheaffer
Chief Financial Officer/Chief Investment Officer

Eben Sheaffer is Inclusiv’s Chief Financial Officer and Chief Investment Officer. Eben is responsible for Inclusiv/Capital, Inclusiv/Mortgage and Inclusiv's operations and IT. For the past three years Eben has served as the President of Neighborhood Trust Federal Credit Union, a $9 million full-service credit union and Inclusiv member located in New York, NY. Eben also...  Read More

Pablo DeFilippiCUDE
Senior Vice President, Membership and Network Engagement

Pablo DeFilippi leads Inclusiv’s membership development and engagement strategies and manages Inclusiv/Network, a network of community development finance practitioners that provide valuable consulting services to CDCUs. Mr. DeFilippi has more than 20 years of experience in community finance, working with regulated financial institutions both in the... Read More

Pamela OwensCUDE
Senior Vice President, Organizational Development & Capacity Building

Pamela Owens has over 20 years of experience supporting community development credit unions' delivery of products and services to underserved communities. Since joining Inclusiv in 1998, a major focus of her work has been capacity building for small and faith-based credit unions. Ms. Owens currently serves as Senior Vice President of Organizational Development...  Read More



Neda Arabshahi
Director, Inclusiv Center for Resiliency and Clean Energy

Neda Arabshahi is Director of the Inclusiv Center for Resiliency and Clean Energy. In this capacity, she is working to build a network of credit unions committed to designing and scaling solutions to climate change, with a goal of promoting affordable and sustainable energy for all people. Neda has over 17 years experience in the clean energy and sustainability space. Most recently she served as Chief Operating Officer... Read More

Vernice Arahan
Program Officer

As the Program Officer, Vernice Arahan provides logistical and outreach support for Inclusiv’s various initiatives to promote and enhance the financial capability and access to safe financial products of unbanked and underbanked communities. Prior to Inclusiv, Vernice worked with the Bureau of Space and Design and Office of Refugee and Immigrant Affairs in the New York... Read More

Sharon Bernard

Sharon Bernard
Office Operations Manager

Sharon Bernard is Office Operations Manager and manages the administrative and operational day-to-day activities for the organization. In partnership with senior management, she implements the strategic vision of the organization to enhance infrastructure and ensure increased process efficiency in furtherance of Inclusiv’s key strategic goals. Sharon has more than... Read More

Yash Buddhadev
Membership Data Analyst

Yash Buddhadev is Membership Data Analyst and is responsible for executing Inclusiv’s consumer and member analytics strategy. Yash joined Inclusiv in December 2017 and works directly under the guidance and support of Fintech Director Blake Myers. His work focuses on all the data analytics based projects that Inclusiv is currently working on, helping to empower... Read More

Ahmed Campbell
Director of Lending Development

Ahmed Campbell is Inclusiv's Director of Lending Development. With more than 30 years in the Credit Union industry, Ahmed served as a Business Development Consultant supporting Inclusiv’s Capital and Mortgage teams. He is responsible for driving the growth of CDFI community development lending business lines and supporting the capacity of members to build and grow their operations through secondary capital... Read More

Monica Copeland
Senior Program Officer

Monica is a Senior Program Officer at Inclusiv. In this role she manages initiatives providing technical assistance and resources to help strengthen and grow Minority Depository Institutions (MDIs) as well as implementing special projects involving financial capability and financial technology. Prior to working at Inclusiv, Monica was a Senior Program Manager on the children’s... Read More

Jules Epstein-Hebert
Director of Membership

Jules Epstein-Hebert is the Director of Membership and provides operational support for Inclusiv/Network consulting engagements. Jules's previous experience includes serving as a research analyst at a consulting firm where he conducted qualitative reviews for the development of city and state teacher guidelines. He also has recent experience as a Life Skills... Read More

Anna Foote
Senior Operations and Compliance Specialist

As Senior Operations and Compliance Support Specialist, Anna Foote assists with the day-to-day operations and compliance support needs for credit unions and stays current with credit union compliance requirements. She offers Inclusiv member credit union technical assistance, education and compliance training, business development... Read More

Lydia Ho
Program Associate, Citi Service Year Program

Lydia Ho is a Program Associate at Inclusiv. In that role, Lydia supports the Programs team, with a focus on Inclusiv/Technology initiatives. Lydia is part of Citi’s Service Year Program where first-year Citi analysts are given the opportunity to defer their full-time offers and serve at a non-profit organization. After a year... Read More

Ashley Hunter
Communications Officer

Ashley Hunter is Inclusiv’s Communications Officer, handling digital communications needs, including membership emails, website maintenance, social media and marketing materials. Previously, Ashley worked on the administrative sides of corporate video production and performing arts higher education and... Read More

Regina Katz (Grant)
Program Manager, On the Rise Financial Center

Regina Katz (Grant) currently serves as the Program Manager for On the Rise Financial Center, a financial empowerment initiative of Inclusiv in Atlanta, Georgia. In her role as Program Manager, she is able to apply her skills and expertise to provide a high level of specialized service to the residents of Atlanta’s Westside community. As the Center’s Program Manager, Regina leads... Read More

Cathi Kim
Director, Inclusiv/Capital

Cathi Kim is Director of Inclusiv/Capital. Cathi's work at Inclusiv is focused on connecting CDCUs to capital to strengthen their double bottom line of financial growth and community impact. Her role includes leading underwriting, market analysis and strategy development, advising on credit union regulations, business planning... Read More

Andrea Lally
Director of Credit Union Operations and Compliance

As the Director of Credit Union Operations and Compliance, Andrea provides a range of Member services, including but not limited to technical assistance, education and compliance training, auditing, and accounting support services to Inclusiv Member Credit Unions.  In addition, Andrea is responsible for promoting and helping grow the CDCU Help Desk by providing support... Read More

Pavan Makhija

Pavan Makhija is the Controller at Inclusiv, with responsibilities as part of the Finance team to manage the accounting and financial reporting for the organization. He is a seasoned finance leader, bringing over 15 years of diverse experience across the investment banking and non-profit worlds. He most recently led the Finance function at Womankind, a non-profit focused...Read More


Chriselle Martinez
CDFI Program Director

Chriselle Martinez, PhD is the CDFI (Community Development Financial Institution) Program Director. Chriselle brings an extensive background in community development with a central focus on Credit Union community and partnership development. Chriselle centers her work, in the Inclusiv value “financial inclusion and empowerment is a fundamental right.”... Read More


Olivia Maxwell
Executive Director, On the Rise Financial Center

Olivia D.A. Maxwell is the new Executive Director for On the Rise Financial Center in Atlanta, GA. Olivia is excited about reimagining the next level for On the Rise and curating key partnerships that will enhance the development and sustainability of Atlanta's historic west side community and the greater Atlanta communities overall. Her determination and positivity are great assets in forming...Read More

Bob Mundy
Manager, Inclusiv/Mortgage

Bob is the Manager of Inclusiv/Mortgage having previously served as Inclusiv's Underwriting Consultant. He brings over 20 years of real estate experience as a loan specialist, processor and underwriter in both New York City and Los Angeles. Bob also co-founded The Mortgage Department, LLC which processed and underwrote... Read More

Lela Ragbar
Staff Accountant

Lela Ragbar is the Staff Accountant at Inclusiv and provides accounting assistance. Lela’s previous experience includes a position as the Accounts Payable Coordinator for The Salvation Army. There, she helped resolve discrepancies with vendors, entered data into accounting software, and prepared reports... Read More

Peter Rubenstein
Director of Technology and Innovation

Peter Rubenstein is Inclusiv’s Director of Technology and Innovation. In this role, Peter  leads strategy and execution of our Inclusiv/Technology initiatives which leverage technology and impact data to expand financial inclusion in underserved communities. Peter joined Inclusiv in 2020 after spending 10+ years creating, marketing and operating, through a nationwide...Read More

Elsa Simo
Lending Specialist

Elsa Simo is a Lending Specialist at Inclusiv. In that role, Elsa works with both, the Capital and the Mortgage teams. She is a key member of the Investment team; responsible for operational support of Inclusiv’s Capital and Mortgage business lines. Elsa ensures the successful operation and stability of Inclusiv’s various lending and investing activities. For over eight years...Read More

Ann Solomon
Vice President, Strategic Initiatives

Ann Solomon is the Vice President of Strategic Initiatives at Inclusiv. In that role, she leads design and implementation of innovative programs and products to increase the financial capability of low-income people through credit unions, including Inclusiv’s Pathways to Financial Empowerment initiative. Ms. Solomon also facilitates....Read More

Wendy Soria
Credit Union Operations and Compliance Specialist

Wendy Soria is Inclusiv's CU Operations and Compliance Specialist. She comes to Inclusiv with more than 15 years of cooperative and credit union experience. Wendy specializes in forensic accounting, corporate reconciliation, internal controls, budgeting along with other unique accounting skills. She also has extensive experience in working with the NCUA on trouble credit unions.  Wendy started her career with...Read More

Jennifer Thomson
Development Manager

Jennifer Thomson, Development Manager at Inclusiv, has over 15 years of experience in the field of community development finance and microfinance.  Her work with community development credit unions started with a year of Americorps/ VISTA service at the Lower East Side People's Federal Credit Union (LESPFCU).   In the field of microfinance, Ms. Thomson managed a loan fund for rural women...Read More

René A. Vargas Martínez
Senior Program Officer

René A. Vargas Martínez is a Senior Program Officer at Inclusiv. In that role, René is tasked with advancing financial inclusion for Hispanic and immigrant communities by overseeing the engagement and expansion of a national network of credit unions serving these communities. He also oversees an initiative to build a network of credit unions and cooperativas serving... Read More

Audrey Wang
Senior Communications Officer

Audrey Wang is Inclusiv's Senior Communications Officer. She has media and communications experience from working at the BBC, Nielsen, nonprofits, New York City and national governments, and the United Nations. She has an MA from American Graduate School and an MA from Université Paris-Sud. She lives in Brooklyn. Read More

Beverly Peters Westbrooks, M.S.W.
Coaching Specialist, On the Rise Financial Center

Beverly Westbrooks serves as the Coaching Specialist at Inclusiv’s On the Rise Financial Center located in Atlanta, Georgia. Beverly supervises a team that works to engage and empower individuals challenged with financial insecurities due to rapid community development. As a service, she provides one-to-one coaching and group facilitation with the intent of... Read More

Frank Williams
Financial Coach, On the Rise Financial Center

Frank Lee Williams is serves as a financial coach at Inclusiv's On the Rise Center. He is the inaugural distinguished recipient of the Fannie Lou Hamer Award. Mr. Williams graduated from Syracuse University in 1992 with a major in African–American Studies and a minor in Political Science. Mr. Williams spent eight years.... Read More

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