Stephen Barkhuff Financial Services Consultant
Dahiana Bernabel Financial Services Associate, Lynn FSS Program
Mabell Fernandez Business Development Manager
Amanda Giglio Financial Services Manager, Cambridge FSS Program
Jenna LeMieux Chief Operating Office
Ann Lentell Financial Services Manager, Boston FSS Program
Phuong Luong Financial Coaching Associate, Cambridge FSS Program
Rachel Page Operations Manager
Gonzalo Puigbo Financial Services Associate
Sherry Riva Founder and Executive Director
Jimmy Stuart Development and Communications Associate
Sandra Suarez Operations Manager, Lynn FSS Program
Stephen joined Compass in September 2012 as interim Financial Coaching Program Director. His professional background includes senior positions at Bank of America and Fidelity Investments, where he developed and managed personal finance tools and methodologies used by financial planners and individuals. Earlier in his career Stephen was a consultant at The Boston Consulting Group, where he helped corporate clients improve their financial condition. He is an active volunteer in the community, including work as a financial coach at a large community development organization.
Stephen holds a B.S. degree from Union College and an MBA from The Wharton School of the University of Pennsylvania. In addition, he is a CERTIFIED FINANCIAL PLANNER™ certificant and a Chartered Financial Analyst charterholder.
Dahiana joined the Compass team in October 2011. A recent graduate of Cambridge College, Dahiana has worked in both the finance and customer service fields. Prior to joining Compass, she worked at a financial service firm in Boston as a business management administrator, where she provided support with inventory and database control. She also has several years of experience working with clients. In this capacity, she was responsible for providing quality customer service, data collection, and managing client relationships. Dahiana is fluent in English and Spanish.
Dahiana has a B.S. in Management Studies from Cambridge College.
Mabell has worked in the finance sector of Boston, the Dominican Republic, and Spain. Prior to joining Compass in October 2010, she worked at a private bank in Boston as a mutual fund administrator performing various treasury tasks, including budgets, expense payments, and revenue and performance analysis. While in Spain, Mabell helped entrepreneurs develop viable business plans that would successfully achieve their sales, revenue, and profit goals. In the Dominican Republic, she assisted a government agency in analyzing the reliability and solvency of financial institutions throughout the country given risk indicators, liquidity, and interest rates. Mabell is fluent in English and Spanish.
Mabell received a B.S. in Economics and in International Relations with a focus on Economic Development from Boston University.
Before joining Compass in February 2013, Amanda was a fixed income investment associate at Putnam Investments. During her tenure, she established skills in taxable and tax-exempt credit analysis with experience in the healthcare, transportation, and general obligation sectors. Amanda's undergraduate work experience included internships in equity research at the Boston Company Asset Management and in corporate finance at Fidelity Investments. Amanda is an active member of the Ellevate Network for women, mentor to a first generation college student through the City Links program in Cambridge, and mentor to undergraduate women at Boston College through the Smart Woman Securities program.
Amanda received a B.S. from Boston College with concentrations in finance and philosophy. She passed all three CFA exams in June 2013.
Ann joined Compass in February 2014 following eight years in equity research covering the consumer sector, and was most recently an analyst at Surveyor Capital, a long-short beta-neutral hedge fund managed by Citadel LLC. Previously she covered equities at Jefferies & Co., Inc. and at Morningstar, Inc. in Chicago. Ann began her career as an analyst at The Nielsen Company. Ann’s volunteer experience includes tax return preparation for low-income families in Chicago, IDA consulting for women recently released from prison in St. Louis, and educational development for orphans in Russia, among others.
Ann received a B.A. in Social Thought & Analysis and Russian from Washington University in St. Louis. She is a CFA charterholder.
Phuong joined Compass in October 2013 after eight years in public education. Most recently, Phuong served as a teacher of middle-school math and special education with Cambridge Public Schools. While in Cambridge, Phuong served as an Out-of-School-Time Coordinator and connected students and families to affordable after-school and summer programs. She was also a Teaching Policy Fellow with Teach Plus, a national organization dedicated to strengthening teacher voice in education policy. She has taught for the Breakthrough Collaborative in Manchester, NH.
Phuong received a B.A. in Environmental Studies and Elementary Education from Dartmouth College and an M.Ed in Special Education as a Teacher of Students with Mild/Moderate Disabilities. In addition, Phuong completed the Financial Planning Program at Boston University and plans to challenge the CFP® Certification Examination.
Rachel has worked with low-income individuals and families in urban communities for more than twelve years. She joined the Compass team in 2007. Prior to her work with Compass, Rachel assisted with the development and implementation of the Gateway Center, a national model for collaborative homeless service centers in Atlanta, Georgia. After the center's opening in 2005, Rachel served as its Operations Director and, in this role, helped oversee its $3.2 million operating budget. Rachel has also worked with nonprofit organizations in Durham, NC and Camden, NJ.
Rachel received a B.S. from the University of North Carolina at Chapel Hill.
Gonzalo joined Compass in October 2014 following more than 15 years in the financial & banking industries. He began his career as a Community Loan Officer at Citizens Bank, where he helped low-income families obtain home mortgage financing, and moved up the ranks to run a mortgage division as an SVP Retail Lending & CRA Officer for Southbridge Savings Bank. Gonzalo is the former Chairperson of the Compass Working Capital Board of Directors and has also served as the Vice-Chairperson at Wayside Youth & Family Support Network, a non-profit dedicated to helping at-risk children & youth.
Gonzalo holds a B.S. in Business Administration and and M.B.A. from Framingham State University. He also completed leadership programs at The Partnership and Conexión, two leading certificates for people of color.
Gonzalo received the President's Award for outstanding sales & community lending in 2004 and 2005 from Citizens Bank, the 2009 Framingham State College Alumni Achievement Award for outstanding community service, and the 2011 Eastern Bank Corporate Value Award for community service.
Sherry has been a nonprofit manager and entrepreneur for more than ten years, working primarily with nonprofit organizations and public agencies serving low-income women and families. Before founding Compass, she planned, launched, and managed the Princeton Project 55 Social Venture Fund, a venture philanthropy fund that identifies and invests in emerging social entrepreneurs. From 2000 to 2002, Sherry was the Executive Director at Jubilee Women's Center (JWC), a multi-site transitional housing program for homeless women in Seattle, Washington.
Sherry received an A.B. from Princeton University, an MPP from the Kennedy School of Government at Harvard University, and a Master's in Philosophy (Ecumenics) from Trinity College Dublin.
Jimmy joined Compass in September 2014 following five years of work in education, primarily in Baltimore, Maryland as an Organizer with Child First Authority supervised by the local affiliate of the Industrial Areas Foundation. In that role he worked with school and community leaders to secure funding for over $1 billion in local school construction and renovation needs as part of a comprehensive plan to overhaul the system's aging facilities. Prior to his time in Baltimore, Jimmy served as a volunteer Teaching Fellow at the Nativity School of Worcester in Massachusetts.
Jimmy received a B.A. with a concentration in History from the College of the Holy Cross.