• Lead project development, deal structuring, and implementation relating to outcome-based contracts, such as Pay For Success, Social Impact Bonds, Outcomes Rate Cards, and other forms of innovative finance• Identify new business development opportunities and manage existing client accounts• Manage project teams, including holding the team accountable for outcomes and managing individual team members for professional development• Develop excel models to assess project economics, identification of outcomes, and method of outcomes measurement• Work with social service providers to develop implementation plans, and develop cost-benefit models• Develop term sheets and support contract development between project partners• Contribute to the strategic direction of the Impact Finance team and the Sorenson Impact InstituteKey Achievements:• Led the organization’s Canadian expansion through developing relationships and identifying strategic partnership opportunities• Co-authored a research paper with a leading Indigenous foundation on the state of outcomes-based finance in Canada and the development of a Canadian outcomes finance database• Played an integral role in a project to provide recommendations to government jurisdictions across the United States to mobilize underutilized public assets and generate new revenue to serve social and environmental initiatives• Participated in an initiative to develop a monetization framework for a mental health institution to capture the fiscal and social benefits generated from its programs and services• Provided strategic guidance to a real estate firm managing over $1 billion in AUM on implementing an impact hurdle within its investment funds• Managed the development of a program for provide training, technical assistance, and networking opportunities to historically marginalized entrepreneurs in Utah

• Lead end-to-end client engagements including analyzing and diagnosing the client’s current state, identifying improvement opportunities, and providing recommendations and summary reports to support executive decision making• Drive sales and business development through the identification of opportunities with new and existing clients• Develop and maintain relationships with decision makers of key clientsKey Achievements:• Advised multiple businesses on how to scale their operations through structuring investment offerings for private investors• Revamped the business operation of a real estate asset management firm and helped to develop a successful roadmap to foster its business growth• Instrumental in the development of the strategic direction for an accounting firm to grow its online presence

• Successfully founded and exited the wealth consulting firm to provide high net worth investors with sound investment advice and various financial services• Built and nurtured relationships with clients to understand financial needs and develop tailored financial plans• Devised and executed business development, marketing, and investor communications strategies to raise brand awareness and drive year-over-year growth• Mitigated client risk by providing a rich blend of traditional and alternative investment tactics • Attended industry trade shows and networking events to secure new clients and cultivate strategic partnerships Key Achievements:• Built a dedicated client base with 70+ accounts of high net worth investors through effective networking, relationships building, word-of-mouth advertising, and customer referrals • Offered clients a strategic-investment approach to diversify their portfolios through a holistic combination of private and public investments• Streamlined account onboarding and administration through effectively optimizing daily processes• Sold the business and coordinated the successful transfer of operations to the purchasing firm

• Spearheaded the establishment of a branch from scratch for the leading Exempt Market Dealer (EMD) that specialized in identifying unique investment opportunities for investors across Canada • Recruited, onboarded, and train new Dealing Representatives on company policies, procedures, and best practices• Conducted market research, identified key demographics, and launched marketing campaigns to engage target audiences• Collaborated with regional Branch Managers to plan and organize monthly networking and outreach events • Tracked and monitored the team’s daily activities to ensure compliance with all industry regulations and standards • Played a key role in the marketing and investor communications committees to help guide the firm with its strategic directionsKey Achievements:• Ranked as one of the top producers among 140+ Dealing Representatives in the country by establishing an Asian-focused branch in Ontario and building lucrative client portfolios through unique and varied approaches• Played an integral role in enhancing team performance through hands-on mentorship including one Dealing Rep who had an 80% growth in annual revenues from 2017 to 2018 and a 44% growth from 2018 to 2019 • Earned multiple executive honours including a commendation for maintaining a remarkable compliance record and another formal recognition after leading the country in capital raised for a private REIT

• Oversaw 200+ accredited investors investing in land-based real estate investments and corporate bonds with majority of these investors through strategic partnerships with major insurance, real estate and mortgage firms• Instrumental in developing the firm’s investment distribution channels in Ontario through engaging client advisors and investors on a regular basis to advocate for prospective investment opportunities • Facilitated training programs to provide up-to-date investment offering information to individuals and groups • Participated in regular networking events and executed business development strategies to expand territoriesKey Achievements:• Increased annual revenues by 200%, 67%, and 40% from 2011 to 2014 by securing over 100 new clients and maturing existing accounts to become proven and reliable producers• Won the annual President’s Award in 2013 as one of the top overall performers across Walton Capital Management