Senior finance and strategy executive who has developed and implemented climate solutions globally for the last 20 years. Developed the concept for, led the IPO and served as the CFO for, the first public climate solutions company which has invested over $14 billion in renewable energy, energy efficiency and other sustainable infrastructure. For over 30 years, have structured, executed, and managed infrastructure and technology investments to capitalize on emerging trends. CEO’s and board members value my ability to quickly identify key business issues and recommend strategic solutions.Served as the CFO of HASI after developing the initial concept to create the first US public company dedicated to investing in sustainable infrastructure and climate solutions. Led the IPO and was the #2 executive as HASI grew from a $30M pre-IPO valuation to over a $3B market capitalization while more than doubling the S&P 500 total annual return over eight years. As CFO, established the financial reporting, SOX, risk, and debt & equity capital raising functions as well as many of the board governance procedures and was the primary contact for the Audit and Finance and Risk Committees. HASI’s award-winning investor relations function was an early adopter of ESG reporting including implementing the Task Force on Climate-related Financial Disclosures (TCFD) recommendations. Previously responsible for corporate development and strategy for an award-winning clean technology company and successfully grew and exited merchant bank investments in international telecommunications infrastructure and corporate human capital software. My early career included executive positions in corporate strategy, M&A, and finance and Big Four strategic and restructuring consulting. Presently advises a public company CEO on strategic issues, serve as lead independent director and audit committee chair of a climate resiliency provider and represents an investor on a clean technology software company board while also providing strategic advice to the CEO. Established the HASI board governance practices and served on the boards of various private companies and nonprofits. MBA in Finance, BS in Accounting & Computer Science, passed the CPA and CMA exams, and qualified as an Audit Committee financial expert.𝗔𝗥𝗘𝗔𝗦 𝗢𝗙 𝗘𝗫𝗣𝗘𝗥𝗧𝗜𝗦𝗘• Qualified Audit Committee Financial Expert• Mentor to 1st time Public CFOs • Climate Solutions• Clean Tech • Specialty Finance • REITs • Big 4 Consulting
Listed skills include Climate Change, Strategic Planning, Corporate Finance, Renewable Energy, and 19 others.
