TruFund Financial Services provides innovative financial solutions and hands-on technical assistance to small businesses and not-for-profit organizations.  

Finance

TruFund Financial Services

TruFund Financial Services' headquarters in New Orleans, LA, United States

James H. Bason

Charles Foster

Pamela Cherry

Brianna Gavigan

Craig Hamilton

Dr. Kim Carter Evans

Robert Benitez

Worley Barker

Heidi Hamilton

Carmen Manoyan

Marc Thompson Jr.

Terrence Clark

Carra Wallace

Ronald Torok

Charlotte Lee

Hope Knight

Cheri Morial Ausberry

Celayne Hill

Kimberly D. Hardy

George Buchanan

The Directors at TruFund Financial Services are responsible for guiding strategic initiatives and overseeing the implementation of financial solutions for small businesses and not-for-profits. They collaborate across various sectors, ensuring alignment with organizational goals while leveraging their expertise in areas such as New Market Tax Credits and Climate Finance to drive impactful results and foster economic growth in underserved communities.

Directors

The Leadership Team at TruFund Financial Services drives the company’s strategic vision and operational excellence by integrating innovative financial solutions with comprehensive support for small businesses and not-for-profits. This team is responsible for making high-level decisions that guide organizational growth, compliance, and resource development, ensuring that TruFund effectively meets the needs of its clients while maintaining financial integrity and community impact.

Leadership Team

The Finance Operations team at TruFund Financial Services is responsible for managing the organization's financial processes, ensuring compliance with regulations, and overseeing contract financing. This includes budgeting, financial reporting, cash management, and monitoring assets to support small businesses and not-for-profit organizations in achieving their financial goals. Their collaborative efforts enhance operational efficiency and drive strategic financial decision-making across the company.

Finance Operations

The Business Development team at TruFund Financial Services is responsible for identifying and cultivating relationships with potential clients, including small businesses and not-for-profit organizations. They facilitate outreach and engagement initiatives, assess client needs, and promote TruFund’s financial solutions, ensuring tailored support to enhance client growth and sustainability in their respective markets.

Business Development

The Loan Processing and Underwriting team at TruFund Financial Services is responsible for evaluating and processing loan applications to ensure compliance with internal policies and industry regulations. They assess the creditworthiness of applicants, analyze financial data, and make informed recommendations for loan approvals. This team plays a crucial role in facilitating access to funding for small businesses and not-for-profit organizations, ensuring timely and accurate loan closings.

Loan Processing and Underwriting

The Operations and Resource Development team at TruFund Financial Services plays a crucial role in enhancing the efficiency and effectiveness of the organization. This team focuses on optimizing operational processes, developing strategic partnerships, and securing resources to support the financial needs of small businesses and not-for-profit organizations. By leveraging innovation and strategic insights, they ensure that TruFund delivers impactful financial solutions and technical assistance to its clients.

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TruFund Financial Services

Org chart

Board & advisors

Teams

Directors

Leadership Team

Finance Operations

Business Development

Loan Processing and Underwriting

Operations and Resource Development

Offices

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TruFund Financial Services

Org chart

Board & advisors

Teams

Directors

Leadership Team

Finance Operations

Business Development

Loan Processing and Underwriting

Operations and Resource Development

Offices

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