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Capital Link's staff is comprised of dedicated professionals who are experienced in working with health centers to complete capital projects. Below is a listing of staff organized by department. Please click on the staff member’s name for a description of their background, qualifications and office location. Leadership TeamFinance, Operations & DataMarketing & Project Consulting
Leadership TeamAllison Coleman is one of the founders of Capital Link and is responsible for overseeing the organization’s services, provided through seven offices across the United States. Ms. Coleman also serves as the Managing Director of the Community Health Center Capital Fund (CHCCF), a nonprofit organization that offers a tax-exempt bond and direct loan programs for health centers in Massachusetts. Her leadership at CHCCF led to the founding of Capital Link in 1998 to provide capital development expertise to health centers on a national basis. Prior to her work at CHCCF and Capital Link, Ms. Coleman worked for the Massachusetts Industrial Finance Agency (MIFA, now MassDevelopment), an issuer of tax-exempt bonds for educational institutions, human service providers, and small businesses in the State of Massachusetts, while also serving as Vice President of MassCare Capital, a nonprofit development affiliate of MIFA. Ms. Coleman holds a Master's Degree in Business Administration from the Yale School of Management and a Bachelor's degree from Yale College. She is located in Capital Link’s Boston, Massachusetts office. Mark Lurtz joined Capital Link in April 2000, providing direct project planning assistance to health centers and Primary Care Associations in the Midwest and later took on the management of Capital Link’s marketing activities for four years. In 2008, Mr. Lurtz was promoted to Director of Marketing & Project Consulting. In this capacity, he leads Capital Link’s health center project consulting, marketing and outreach activities nationally and has direct managerial responsibilities for Capital Link’s team of Project Consultants, located in seven states. Prior to joining Capital Link, Mr. Lurtz served as Economic Development Specialist for the Economic Development Council for Springfield and Sangamon County, Illinois. His responsibilities included project management of business retention and expansion projects. Project assistance included needs assessments from business visitations, guidance with site selection and professional consultant referrals, assistance in identifying financial resources, and project specific assistance. In addition, Mr. Lurtz has training in marketing and over four years experience working as a Market Research Analyst for DIMAC Direct and a Marketing Coordinator for RBF-St. Louis. Mr. Lurtz received his Bachelor of Science Degree in Business Administration - Marketing from Central Missouri State University. He is located in Capital Link's Missouri office. Susan Petrie oversees the management of all financial, administrative and information systems functions at Capital Link. Since joining Capital Link in 2005, her overall responsibilities include coordinating operations at Capital Link's seven offices, overseeing the organization's accounting and financial reporting, contracts and grants management, payroll and human resources functions, budgeting, technology and information systems and office services. Ms. Petrie has extensive experience in all aspects of finance, accounting, and budgeting. Prior to joining Capital Link she was publisher of MIT’s Sloan Management Review journal where she directed editorial, circulation, and business operations and managed a staff of ten. At International Data Group, a $3 billion global information services provider, Ms. Petrie managed worldwide financial planning and analysis in her role as corporate vice president and member of the firm’s Executive Committee. Ms. Petrie earned a Masters of Business Administration and Bachelor of Science Degree in Finance with highest honors from Babson College and is located in Capital Link’s Boston, Massachusetts office. Finance, Operations & DataCrystal Chappell joined Capital Link in April 2009 as an Administrative and Accounting Assistant and since has been promoted to Operations & Project Coordinator. She is responsible for processing all accounts payable and payroll as well as tracking client project status and various administrative tasks. Prior to joining Capital Link, Ms. Chappell worked as a Senior Accounts Payable Coordinator at a large Boston based e-commerce company. Her responsibilities included full cycle AP duties and management of 215 supplier accounts. Ms. Chappell holds a Bachelor of Arts Degree in Sociology from Emmanuel College in MA. She is located in the Boston, Massachusetts office.
Mohamet Diop is responsible for researching and assembling data, preparing financial analyses, and assisting in the compilation of business plans and forecasts. Mr. Diop is also responsible for creating data briefs and reports, as well as preparing analyses and presentations to help health centers and other relevant parties understand and use the findings. Prior to joining Capital Link, he worked as a Senior Cost Analyst for 4 years at Startec Global Communications, a large telecommunications firm, now part of Platinum Equity. At Startec, Mohamet was responsible for analyzing and auditing margin and cost reports as well as computing quality impacts on cost-quality trade-off. Mr. Diop has an additional 3 years experience in financial analysis at an international biotechnology firm, based in Washington, DC. He also spent 4 years in South America, Africa, and Asia volunteering with a non-profit human rights group distributing food and medical supplies to needy populations. Mr. Diop is a graduate of Boston University with a Master Degree in Finance and Banking. He is located in Capital Link’s Maryland office. Judy DiCristofaro joined Capital Link in early 2012. As Accounting Manager, she is responsible for producing financial statements and managing all aspects of the accounting function including: performing monthly closings; processing accounts receivables and payables; preparing compliance and quarterly grant reports; negotiating contracts; managing external audits; and monitoring internal controls. Ms. DiCristofaro is also responsible for specific human resources functions including payroll processing and benefits administration. Before joining Capital Link, Ms. DiCristofaro spent 14 years as the Associate Director of Finance at the Boston Athenaeum, a 200 year old membership library and cultural institution in Boston. Prior to that, she was an accountant at small local non-profits in the environmental field. Ms. DiCristofaro earned a Masters of Business Administration from RPI, The Hartford Graduate Center, CT. She holds a Bachelor of Arts degree from the University of New Hampshire. She is located in Capital Link's Boston office. Steve Rubman joined Capital Link in June 2012 as the Manager of Data Resources and Analysis. He is responsible for overseeing all Data needs for Capital Link and ensuring future data and technology needs will continue to be met. Prior to joining Capital Link, Mr. Rubman worked as a Manager of Information Systems at a Boston area wireless network infrastructure company. His responsibilities included implementation and support of several information systems, including CRM, ERP and SharePoint. Mr. Rubman holds a Bachelor of Science Degree in Management of Information Systems from Salem State University in MA. He is located in the Boston, Massachusetts office. Amanda Smith joined Capital Link in April 2012 as an Accounting and Administrative Coordinator. She is responsible for processing accounts receivables, accounts payables, employee expenses and other administrative tasks. Prior to joining Capital Link, Ms. Smith worked as an Office Manager at a software consulting company where she also provided accounting and administrative support. Ms. Smith holds a Bachelor of Arts degree in English Communications from Salve Regina University in Newport, RI. She is located in the Boston office. Marketing & Project ConsultingCindy Barr joined Capital Link as a project consultant in 2005. Since then, Ms. Barr has assisted nearly 100 health centers translate program and staffing objectives into functional spaces organized utilizing the operational model most effective within their community. During the last two years, a particular focus has been utilizing the change process to integrate conversion to an integrated electronic health record, transformation to the Patient Centered Medical Home (PCMH) model of clinical care delivery and renovation or construction of facilities that support team-based, technology-enhanced operations. Ms. Barr can work with health centers remotely and/or on-site to maximize existing facilities during operational change and system growth; as well as during the capital development process beginning with pre-planning and moving through full utilization of new, expanded or renovated facilities. A nurse by training, Ms. Barr has extensive experience in inpatient and outpatient clinical services, health care administration, capital project management and functional space programming. Ms. Barr holds a BA from Shepherd College in West Virginia and a Graduate Certificate in Healthcare Administration from West Virginia University. She is accredited and certified by the Center for Health Design in Evidence Based Design. Ms. Barr operates out of Capital Link’s West Virginia office. Terry Glasscock joined Capital Link in October, 2005 as a Project Consultant. He provides a variety of capital development services to community health centers in New England. Prior to joining Capital Link Mr. Glasscock was CEO of the HealthChange Institute, a Boston area health care think tank, where he continues to serve as Senior Fellow. He has many years of banking experience, having served as a CEO of a commercial bank. He also founded a nationwide commercial mortgage banking company that he operated for fifteen years. Mr. Glasscock has served in government both as an elected official and as Deputy Secretary for the Department on Aging in a Midwestern state. Mr. Glasscock received a post-graduate degree in Business with a focus on finance from Kansas State University, in Manhattan, KS and is based in Capital Link's Boston, Massachusetts office. Prior to joining Capital Link in May 2004, David Kleiber held various positions at Cascadia Revolving Fund, a Community Development Financial Institution based in the Pacific Northwest. Starting there in 1996, he was a Portfolio Manager, Senior Lender and then Associate Director before designing and implementing Cascadia's Rural Development Investment Fund (RDIF). The RDIF is a quasi-equity source of high risk capital for manufacturing businesses located in the rural areas of Washington and Oregon. Mr. Kleiber also worked in the wood products industry and as an Assistant Vice President at Rainier National Bank, Seattle, in their Corporate Banking Group. From there, he spent three years in Nepal serving in the Peace Corps and working with the World Bank and United Nations Development Program. Mr. Kleiber earned his Bachelor of Science degree from Michigan State University and later went on to obtain his Master's of Business Administration from the University of Washington. Mr. Kleiber is located in Capital Link's Seattle office. Joe McKelvey joined Capital Link in May, 2005. Mr. McKelvey works on an individual basis with Community Health Centers (CHCs) to determine strategies for accessing capital from federal government resources. Mr. McKelvey works to identify historically underfunded states and congressional districts and helps connect CHCs in identified areas with their political resources. Mr. McKelvey also works closely with all Capital Link clients to determine health centers’ federal funding possibilities. Where opportunities exist, Mr. McKelvey helps guide and coordinate CHCs through the entire application process from the initial planning stages until the receipt of federal funds. Prior to joining Capital Link, Mr. McKelvey served as Senior Legislative Assistant to various Members of Congress. In that role, he specialized in identifying sources of federal funding and connecting local projects with those funding streams. Mr. McKelvey also assisted Members before the House Energy and Commerce, Ways and Means, and Government Reform Committees with health care and environmental issues. Mr. McKelvey received a B.A. from Johns Hopkins University and works out of Capital Link’s Washington, D.C. office. Rebecca Polan joined Capital Link in July 2009 as Associate Project Consultant. She was promoted to a Project Consultant in 2010. Prior to that she was the program coordinator for the Massachusetts Cultural Facilities Fund, a state- funded initiative that provides planning and capital grants to nonprofit arts organizations considering facilities maintenance or expansion projects. At the fund Rebecca provided grant counseling and technical assistance focused on proactive facilities planning and organizational capacity to undertake capital projects. Rebecca received her MBA with concentrations in Nonprofit Management and Marketing from Boston University, and a bachelors of Science degree from University of Massachusetts in Amherst. She is located in Capital Link's Boston office. Tony Skapinsky joined the staff of Capital Link as a Project Consultant in May 2004. In this capacity, Mr. Skapinsky works directly with health centers by providing a variety of technical assistance, including market assessments, feasibility analyses, financial forecasts and business plans. Mr. Skapinsky also works with state primary care associations to provide data analysis and program development related to community health center capital projects. Prior to Capital Link, Mr. Skapinsky worked for five years as a Business Lender for Cascadia Revolving Fund, a community development financial institution located in Seattle, Washington. Mr. Skapinsky’s background also includes a position as Deputy Director/Program Director with the Alistar Foundation, in which he oversaw several community enterprise development programs in rural Nicaragua. In the late 1980’s, Mr. Skapinsky spent several years with the US Peace Corps in Costa Rica as a Cooperative Business Consultant before becoming Program Manager for USAID’s rural community facility grant program in Costa Rica. Mr. Skapinsky received an MBA from the University of California at Berkeley. He is located in Capital Link's California office. Peg Underhill joined Capital Link in November 2009. She is responsible for implementing Capital Link’s marketing strategy and creating a range of communications materials to support the organization’s mission. Prior to joining Capital Link, Ms. Underhill held marketing and fund development roles for a variety of industries. She worked as a marketing consultant for Fidelity Investments, a marketing and communications director for Allmerica Financial, and an advertising director for Talbots. In the non-profit sector, she managed institutional and corporate giving for Hale Reservation and held fundraising and public relations positions at the Museum of Fine Arts, Boston. Ms. Underhill received a Master's of Business Administration from Boston University and is located at Capital Link’s Boston, Massachusetts office.
Dan Woodman joined Capital Link in May, 2007. In his consultant role, Mr. Woodman works directly with health centers by providing a variety of technical assistance, including market assessments, feasibility analyses, financial forecasts and business plans. He also works with state primary care associations to provide data analysis and program development related to community health center capital projects. Before joining Capital Link, Mr. Woodman was the Vice President of Investments for a Community Development Financial Institution focused on the provision of capital to small businesses for start-up or expansion purposes He also has many years of experience in real estate valuation and finance. Mr. Woodman holds a Bachelor of Arts degree in Political Science and Economics from Bates College in Lewiston, Maine. He also holds certification Economic Development Finance and is a Certified Real Estate Appraiser. He is located in Capital Link's Boston office. |
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