Kimberly Zimmerman Rand
I help people get unstuck so they can reach financial goals with strategies that acknowledge systemic barriers and personal agency to move forward without shame
- Role
- Principal at Dragonfly Financial Solutions Llc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Kimberly Zimmerman Rand
Going through a major life transition and feeling stuck with your money? You\'re not…
Experience
Principal
Dragonfly Financial Solutions Llc
Apr 2007 — Present · Boston, MA, US
Program Design and Development Consulting Highlights: Train nonprofit staff in development and application of Customer Journey Mapping | Coach nonprofit staff in management of matched savings program | Research and document need for city-wide credit building initiative | Design virtual Financial Coaching Program to serve Massachusetts residents | Bring innovative asset building strategies to nonprofits serving populations such as Head Start, non-custodial fathers | Design matched savings component of educational enrichment/work-readiness program for low-income youthProfessional Development Training Highlights: Develop and conduct multi-day professional development courses on adult/youth financial capability and credit building | Train and mentor front-line human service professionals | Develop curriculum, conduct live/virtual training on program management, financial content, and adult education facilitation techniquesIndividual, Couple, and Small Group Personal Finance Coaching Highlights: Partner with clients across 5-session series to achieve identified financial goals | Conduct individual financial coaching to nonprofit professionals as an employee benefit | Work with nonprofits to create and facilitate monthly group coaching cohort and track participant progress
Education
Colby College
BA, Psychology
1988 — 1992
Washington University in St. Louis
MSW, Social and Economic Development, Management
1994 — 1996
Skills
- Capacity Building
- Non-Profit Program Development
- Community Organizing
- Program Management
- Program Development
- Management
- Nonprofits
- Leadership Development
- Fundraising
- Teaching Workshops
- Organizational Development
- Community Outreach
- Community Development
- Public Policy
- Training Delivery
- Volunteer Management
- Training
- Grant Writing
- Leadership
- Policy
- Grant Reviewing
- Workshop Facilitation
- Staff Development
- Curriculum Development
- Program Evaluation
- Non-Profits
- Economic Development
- Strategic Planning
- Grants
- Web Content Writing
- Public Speaking
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