Progressive Investment Management, a pioneer in the field of social and environmental investing since 1982, is based in Portland & Eugene, Oregon. Our concerns about the ecological crisis began three decades ago, and we continue to critically examine our assumptions and approach every day. We designed Progressive to address the ecological risks and opportunities of the investment process. Our single focus is to achieve excellence in social and environmental investing for the benefit of the world and our clients.

Sales and Operations project management for organic food startup--Created sales and distribution infrastructure for network of 20 retailers, 3 distributors, field sales team, and co-manufacturer. Maintained budget and managed all deliverables.--Forecast product manufacturing needs to align with sales goals and anticipated demand.--Designed performance and trend dashboards. Developed custom database tools for efficiently tracking sales results on a weekly, monthly, and quarterly basis.--Researched market demographics, geographies, and competitors.--Co-designed marketing materials and packaging. Developed new package concept to improve product display and reduce production labor by approximately 25%.

Marketing organizations promoting healthy eating and local agriculture Project Manager, CSA Share Fair 2016--Led team of 4 colleagues in planning key education and sales event for Portland Area Community Supported Agriculture Coalition.--Selected project management software, built timeline, assigned tasks, scheduled regular meetings, and managed event budget and sponsorships.--Event produced at Ecotrust’s Redd with 30+ exhibiting farmers, 40 volunteers, and 1300 attendees. Sales and attendance were 30% higher than the 2015 event.Marketing Operations, Portland Meat Collective --Analyzed marketing strategy and organizational tools for a refresh of brand, website, email, and social media presence.--Surfaced key metrics from website, email marketing, and social media reports. Recommended CRM and customer survey tools. Suggested channels and messages to grow audience.

Research and communications at mutual fund manager focused on environmental / social responsibility--Selected creative agency partners and served as client lead. Projects included: corporate name change and re-branding, web redesigns, presentations, print marketing materials, event booth, and content marketing.--Produced company communications, including white papers, email newsletters, blog posts, social media and press releases. Co-wrote technical reports on investment performance. Collaborated on revisions with legal reviewers and ensured all materials met Federal regulations.--Managed projects within department annual budget of $200,000-$500,000. Assets under management in flagship product grew from $200 million to $500 million during this period.

Corporate environmental and social responsibility research and content production--Extensive training on environmental sustainability and triple bottom line business. Gathered material on global corporations in a wide variety of industries. Maintained database of findings.

Edited reports on investment-grade corporate bonds on daily deadline with analysts in multiple locations.

--Managed office operations, including business systems, technology, marketing, and human resources.--Edited daily research on investment grade corporate bonds for delivery to 1500+ subscribers.--Created database model for indexing, archiving, and distributing daily reports online. --Designed client management database to manage user subscriptions, sales commissions, and invoices.