• Track ESG dynamics across TDAM portfolios, providing ESG research to internal and external stakeholders to build awareness of emerging ESG risks and opportunities.• Uphold sustainability considerations across the firm's active ownership efforts.• Collaborate within the firm and across the industry to push forward sustainable investing.

• Monitors portfolio ESG risk exposures for multiple investment strategies, coordinating enhanced ESG data analytics and building collaboration to further ESG data quality and analysis• Analyze portfolio risk and performance attribution, reviewing underlying securities to reveal drivers of risk/return• Research equity and fixed income securities, company/government business dynamics, economic and regulatory trends

• Develop internal credit research on municipal and corporate issuers to determine suitability for TD investment• Produce recommendations by analyzing cash flows, legal structures, covenants, as well as economic and regulatory trends

• Won 4 national research awards as co-author of in-depth fiscal assessments that focused on Milwaukee’s key public functions and assets, providing the public an objective view of each institution’s financial solvency• Served as lead author on annual budget analyses of the City of Milwaukee, an entity with a $1.5 billion budget, enhancing public debate by placing spending, revenue, policy changes, and infrastructure demands into context• Conducted agency-specific and comparative research to add clarity to pressing policy issues, using financial records; discussions with public officials, business leaders, and service providers; survey tools; and available databases• Produced publications with research findings that attracted significant positive media attention, including the region’s major newspaper and public radio, as well as comment from public officials and business leaders• Selected by Milwaukee County’s Comptroller’s Office to serve on panels that reviewed proposals for major county contracts, including county bond counsel and underwriters for pension and airport bond issues

• Monitored budget compliance within the county’s $1.3 billion budget by reviewing departmental fiscal data• Assessed employee and retiree benefit changes and their associated costs to understand their impacts on the county’s budget and benefit recipients• Became lead analyst overlooking BRASS, the county’s budgeting software system, ensuring proper tracking of all fiscal decisions and providing related training to departmental budget staff

• Presented research and recommendations for budgetary policy advancements to Governor and Budget Director• Contributed research to the Wisconsin School Finance Adequacy Initiative, a collaborative effort to evaluate and discern an effective allocation of financial resources to ensure adequate levels of education in Wisconsin schools

• Advised and assisted management in labor relations matters• Oversaw policy implementation and adherence to contractual agreements