Mr. Powell has been involved with over $1.2 billion of healthcare business related transactions, including the origination and placement of equity, structured debt, and commercial loans. He has managed all aspects of financing efforts from transaction sourcing through closings, including holding initial client meetings, directly performing and overseeing underwriting, collecting and evaluating due diligence materials, coordinating third party and legal services, and funding in accordance with investment objectives and guidelines. He has negotiated terms including lending, operating, development and management agreements with clients, profit-motivated investors, and joint venture partners. Mr. Powell is an active participant in the formulation of overall business strategy and participates in the enterprise opportunity evaluation, planning and budgeting processes.

Prior to his work with CHHS, Mr. Powell served as the officer in charge for business development and overall management of the commercial lending and lease financing operations for United Medical Bank, a federal savings institution that was purchased by a public healthcare company. He was responsible for working to establish internal control processes required to manage and grow the overall business, leveraging capital market relationships to develop the bank’s loan syndication capacity, providing real estate advisory services (disposition of impaired portfolio assets), performing cost-benefit budget analysis, formulating institutional lending policies, and overseeing P&L responsibility for the lending business unit. He also aided management in handling FDIC regulatory audits and any corresponding response actions or requirements.

Mr. Powell has been involved directly with CHHS for five years and has been active in every aspect of CHHS’ NMTC program during that time, from originating and closing transactions to enhancing policy guidelines and procedures and working with the Advisory Board.

Ms. Valenzuela is a core part of the loan servicing and compliance team for the CDE and its Controlling Entity. Her main responsibilities include: ensuring that monthly/quarterly payments are made and received accurately and timely; monitoring construction draw packages and detail; processing payment invoices for review and signatures, and coordinating ongoing receipt of reporting and compliance information from borrowers. While her duties are focused on post-closing issues, she also assists communicating requirements and reviewing documents with borrowers and investors during the closing process to ensure that projects move quickly and smoothly into the servicing phase.

Previously, Ms. Valenzuela spent 24 years with a large private regional property management and servicing firm where she had a number of posts and duties over the years, including: bookkeeping & accounting, treasury management, payroll processing, required licensure, governmental compliance and accreditation, inventory management, insurance processing and payments, and employee pension plan administration.

Mr. Cardenas assists with many facets of the business, including community outreach, capital deployment, asset and risk management, and compliance. His primary duties include community outreach and communications efforts with borrowers, elected officials, state agencies, partners, and other stakeholders to assist in developing and vetting a robust pipeline of highly impactful projects. He also works closely with projects post-closing to monitor progress, impacts, and facilitate communication between the staff, AB, community stakeholders and projects. He is an adroit communicator, passionate about community and economic development, and efficient in communicating with various stakeholders including communities and potential projects to achieve and communicate the mission of the CDE.

Prior to his work with the CDE, Mr. Cardenas spent eight years as a regional manager with a national real estate and property management firm where he was responsible for regional production in the southeast, including; development of communications and long-term relationships and contracts with clients, increasing market share, forecasting financial performance on a weekly, monthly, and quarterly basis, developing and managing budgeting and profitability. He oversaw 140 employees and was responsible for implementation and monitoring of policies and procedures. He also spent four years as an asset/revenue manager for a portfolio of properties at Marriott International.

Alexander Klein has a Global MBA from the Johns Hopkins Carey Business School where he was a graduate teaching assistant in accounting, economics, quantitative analysis, organizational management, and research analysis. He also holds a B.S. from the Wayne Calloway School of Business at Wake Forest University. His professional background includes two years working for a global marketing firm and most recently three years of experience working simultaneously for two separate startup healthcare businesses where he was involved with all facets of the companies, from infancy to multimillion dollar enterprises. There, Alexander was responsible for development of comprehensive business plans, developing proforma financial statements to support equity fundraising, investor presentations, identifying and developing partnerships with key industry players, procurement of bids, and contract negotiations. He was also responsible for maintaining the financial statements, and assisted with compliance functions.