WILLIAM (BILL) DOLAN
Bill founded Interest for Others in 2014 with a vision to transform charitable giving through the donation of earned interest to charity. A retired attorney, Bill worked for the Securities and Exchange Commission, in private practice, and as President of a securities broker-dealer. He has been a Securities Investor Protection Corporation Trustee and a trustee/director of numerous nonprofits.
BENJAMIN S. OEHLER
President & CEO
Ben is an advisor to private and public companies. His experience includes public offerings and private placements of debt and equity securities, mergers and acquisitions, fairness opinions, and valuations of private companies.
SHELLEY CARTHEN WATSON
Senior Associate General Counsel, University of Minnesota
Shelley is responsible for providing legal advice and counsel for the University of Minnesota, a public research institution with over 30,000 employees and twenty-four bargaining units. Prior to the University, Shelley was a partner with the law firm of Robins, Kaplan, Miller & Ciresi and served as Executive Director of the Hennepin County Bar Association and Hennepin County Bar Foundation.
Key skills and experience: Business litigation, Employment counseling, Nonprofit governance
MARK N. GREENE, PhD
Retired financial technology executive
With extensive experience leading and growing global businesses, Mark is a recognized thought leader on economic trends, related techniques, and technologies. Mark served as CEO of OpenLink Financial, CEO of Fair Isaac (FICO), and was a senior executive at IBM. He is a Director of Blue Zones and Walker Art Center.
Key skills and experience: Risk management, forecasting, trading, big data, predictive analytics
Retired Co-founder/Partner Lakeside Capital Management
Barry spent 22 years with Citibank in a variety of corporate and private banking positions in New York and Minneapolis prior to co-founding Lakeside Capital Management.
Key skills and experience: Finance, Capital markets, Investment/credit process, Commercial banking, Marketing/sales
JAMES J. PHELPS
President, Northcrest Corporation
Jim is the sole shareholder of Northcrest, a real estate investment, asset management, and advisory firm. Current advisory clients include M.A. Mortenson Company and The Churchill Companies.
Key skills and experience: Finance, Nonprofit governance, Public policy, Alternative investments, Capital markets
Divisional Vice President, West Division, Thrivent Financial
Nikki leads the West Division of Thrivent Financial, which includes approximately 700 financial representatives across 9 regional offices. Prior to joining Thrivent, Nikki served as Senior Vice President for RBC Dain Rauscher. Active in the community, Nikki also serves on the board of Twin Cities Habitat for Humanity.
Key skills and experience: Strategic planning, Marketing/sales, Investments
Public Relations Consultant
Lynne was director of public relations for Fairview Health Services and before that served in a similar capacity for Park Nicollet Clinic.
Key skills and experience: Public relations, Marketing, Fundraising, Governance, Human resources
JACOB WESTLUND, Secretary
Jacob is an attorney with Ballard Spahr where he assists banks and financial institutions with regulatory issues regarding consumer-facing products, including credit cards, prepaid cards, and other payment systems. His experience also includes enterprise risk management, regulatory compliance, and oversight of governance mechanisms.
Key skills and experience: Consumer finance and payments systems, risk management, regulatory compliance for fintech products and platforms, governance
Hennepin County Bar Association
First Trust Company
Minnesota Workers Memorial Trust
Jed Gorlin, M.D.
Memorial Blood Centers
The Family Partnership
Jewish Community Relations Council of Minnesota and the Dakotas
The Baldwin Foundation
Catholic Charities of St. Paul and Minneapolis
University of Minnesota
Community Service Consultant
City of Lilydale
Minnesota Bankers Association
Black Hills Central Railroad
- Alexis de Tocqueville Society Philanthropy Fund
- The Baldwin Foundation
- Ballard Spahr LLP
- The Bank of Elk River
- Bartol Charitable Foundation 2
- Bassford Remele, P.A.
- Bluestem Holding, L.P.
- Briggs and Morgan
- Carolyn Foundation
- The Churchill Companies
- Clifton Larson Allen
- Douglas & Wendy Dayton Foundation
- Family Philanthropy Advisors
- The Financial Services Consulting Group
- First Trust Company
- Gray Plant Mooty Foundation
- Hubbard Broadcasting
- Lakeside Capital Management
- Lindquist & Vennum
- Minnesota Philanthropy Partners
- Parr McKnight Wealth Management Group
of Wells Fargo Advisors
- Rapids Fund of the MN Community Foundation
- Thrivent Financial
- Tilka Design
- United Way of Greater New Haven
- U.S. Bank, NA