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Start for FreeKimberly Zimmerman Rand
Principal @Dragonfly Financial Solutions Llc
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WORK HISTORY
Principal @Dragonfly Financial Solutions Llc
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
Washington University in St. Louis
MSW, Social and Economic Development, Management
SKILLS
ABOUT KIMBERLY ZIMMERMAN RAND
Going through a major life transition and feeling stuck with your money? You\'re not…
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