Doug Schaeffer
Chairman & Managing Director, Allivate Impact Capital | Chief CRA Officer, Woodforest National Bank | BHC Governance & Treasury Veteran | Strategic Leader of $500MM+ Integrated Business Units
- Role
- Chairman, Co-founder and Managing Director at Allivate Impact Capital
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Doug Schaeffer
Strategic Banking Executive and Board Chair with 30+ years of experience navigating complex institutional transformations. Expert in Holding Company governance, having served as Chief of Staff to the CEO during the conversion of a $100B+ global entity into a Bank Holding Company (BHC). Currently balancing the leadership of a $500MM integrated business unit with the Chairmanship of an $70MM+ AUM investment subsidiary. A \'simplifier of complexity\' recognized for delivering award-winning results in high-stakes regulatory and capital markets environments.Corporate Governance | Strategic Planning | Asset Liability Management | Regulatory Relations (OCC, Federal Reserve, FDIC)• Bank Holding Company (BHC) Regulatory Framework• Capital Markets & Debt Restructuring• Change Management• Commercial Lending & Credit Risk• Executive Leadership• Financial Analysis & P&L Management• Investment Management (AUM)• Mergers & Acquisitions (M&A)• Subsidiary Management
Experience
Chairman, Co-founder and Managing Director
Oct 2022 — Present · Philadelphia, PA, US
Co-Founder and Chairman of the Board. Leads the strategic vision and corporate governance for an $70+MM AUM investment firm. Responsible for fiduciary oversight, board management, and capital deployment strategies that align institutional social impact with attractive financial returns.
Education
Rutgers University - Camden
BS, Accounting
Drexel University
MS, Finance
Skills
- Finance
- Community Development
- Investments
- Strategic Planning
- Business Development
- Treasury Management
- Strategy
- Mergers & Acquisitions
- Board Relations
- Management
- Process Improvement
- Credit
- Financial Modeling
- Business Strategy
- Portfolio Management
- Loans
- Treasury
- Business Process Improvement
- Financial Analysis
- Financial Planning
- Fixed Income
- Executive Management
- Strategic Financial Planning
- Business Planning
- Banking
- Risk Management
- Photography
- Financial Management
- Financial Risk
- Financial Services
- Analysis
- Operational Excellence
- Leadership
- Corporate Finance
- Forecasting
- Managerial Finance
- Capital Markets
- Chief of Staff
- Non-Profit Board Development
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