ImpactAssets works with individuals, families and a range of organizations to create positive change for the world through impact investing and philanthropic giving. Our firm currently has $2.2B AUM and making impact investments with the bold hope that we can live in a better world. I believe that there are injustices in the world; climate, environmental social inequities. I work with clients who believe there are solutions that can address these injustices; solutions that take many forms. I help those clients and partners invest in those solutions.

Providing deep expertise in funding and partnership strategies for organizations. Acting in product management, sales/business development, and operation roles.My clients include non-profit, social enterprise, corporate, venture capital, start-up.Examples:IDEO - Team leader on the Open IDEO platform for the Fighting Ebola challenge. Led team to launch and activate a collaborative design platform for USAID to quickly solicit new approaches to safety for front line Ebola care workers. SOCIAL VENTURE EXCHANGE- US (SVX.US) an impact investing investing platform focused. Identified and secured new funding sources, partners and operational processes for start-up. PORTFOLIA - a start-up equity crowdfunding platform. Acted in fundraising and product management roles to secure new funding sources, partners and operational processes for start-up. AMPLIFIER STRATEGIES - Developed and identified new funding sources to support new business model for a 20 year old non-profit client in the mindful sector with outreach to foundations and family offices.NIA COMMUNITY FUND - provided due diligence for impact investing portfolio,EAST MEETS WEST FOUNDATION Product management project developing the launch of a new initiative that focused on funding growth stage impact businesses in low resource countries. Exploring the unique capital needs of this group as well as mapping out the players in the space with an eye towards developing a solution that connect funders, funding, and these great businesses.EVERGREEN LODGE - New services program. Developed new marketing program for large Yosemite based social enterprise resort to increase occupancy during the winter months. The project included developing a list of potential clients, marketing the program once it was launched and providing a toolkit for building awareness around the program and marketing it throughout the year.WILLIAM JAMES FOUNDATION - fundraising support.

Playworks is a $40M national nonprofit leveraging the power of play to transform children’s social and emotional health. Playworks serves more than 1200 schools in 23 U.S. cities, and reaches more than half of a million students directly and through professional training services. As Chief Development Officer, I designed and executed on development strategy for national fundraising and org-wide fundraising initiatives. The strategy includes initiatives targeting a mix of donor segments from foundation, corporate, individual donors/ major donors and major fundraising galas and understanding our unique value proposition for each donor segment.A fundraiser working with major donors and corporate partners, leveraging national and regional boards. Launching a new major donor giving society and creating new opportunities for strategic partner engagement.Managed the development operations team for the 75+ fundraiser organization, creating protocols for shared best practices across teams and offices and in compliance with governance requirements.Executed successful national campaign focused on anti-bullying initiative called Real Players Don't Bully leveraging pro sports, corporate and influencer relationships.

Specifically responsible for the for-benefit assessment and audit per the Vermont corporate statutes and the B-Corporation assessment.Launcht empowers universities, nonprofits, startup crowdfunding portals and others to create their own custom white label crowdfunding & voting platforms. Launcht also hosts a crowdfunding site for social entrepreneurs.

Social Venture Exchange (www.svx.ca), an online platform that matches social ventures and funds with impact-oriented investors with an emphasis on local investment. It began as a poverty-alleviation initiative of the province of Ontario some six years ago. Since that time, the SVX launched as an independent exchange in 2013, and has helped to place nearly $3 million of capital through debt and equity investments into Ontario-based social enterprises. The SVX.US will launch in the SF Bay area and we are partnering with local organizations like Cutting Edge Capital, Impact Hub Oakland and Inner City Advisers.

A hybrid global healthcare company focused on delivering affordable quality reproductive products to women in developing countries. As Strategic Partnerships VP , I worked on the fundraising strategy for a hybrid organization and built new distribution, marketing, and product partnerships. Our funding goals ranged from $10M to $40M.

Led investor network focused on early stage investing in the social and environmental impact investing sector. Secured new funding support that diversified the revenue streams. Actively grew an engaged community, including members of the organization (investors), attendees of events, partners, companies, sponsors, donors and foundations, all to support early stage companies. Designed two multi-day conferences per year bringing together investors, thought leaders and early stage companies focused on developing a more sustainable economy requiring extensive understanding of the leaders, initiatives and trends in the sector. Designed and delegated execution of marketing campaigns, social media, and press on a limited budget yielding an increase of media mentions, membership and conference attendees.Investors’ Circle is galvanizing a powerful investor network that uses their financial capital and their values to affect social and environmental change. The network has over 200 angel investors, professional venture capitalists, foundations, family offices and others who are using private capital to promote the transition to a sustainable economy. Since 1992, Investors' Circle has facilitated the flow of over $130 million into 200 companies and small funds addressing social and environmental issues.

Good Capital is an investment firm looking to move more money to good through innovative services, funds, and products. We launched a $30M venture capital fund focused on filling the capital gap for scaling social enterprises. As Vice President, I actively brought on new investors, developed new business strategies, assessed portfolio candidates and managed the operational activities of the company which included human resources, IT, accounting, and office management.

• Provided in-depth research on investment sectors enhancing the expertise of the investment team and resulting in new sources of deal flow. Specific areas of research included clean technologies, organic lifestyle markets and business services.• Provided technical assistance to investment prospects in the form of business plan analysis and network referral, creating healthier future deal flow pipeline.

Developed and managed business processes for PBS/NPR affiliate leading a team of 15 managers.• Developed and tracked $14 Million in thirty budgets; performed benefit analysis and communicated results and recommendations to diverse stakeholders.• Maximized budget efficiencies during challenging donor environment.• Executed Human Resources strategy in accordance with union obligations and institutional policy; resulted in increased hiring process efficiency and efficacy.

Managed strategic relationships and business development on Quicken.com and QuickenLoans.com products.• Exceeded revenue goal of $75Million annually with development of new product features showcasing partner brands.• Resolved conflicts between contracts, technology compatibility and data integrity.• Created and delivered tailored revenue and product presentations to senior management, strategic partners, engineering teams and conference/tradeshow attendees. • Developed tracking and reporting system and data integrity standards with new tool; adopted company-wide as benchmark for tracking business metrics.

Coordinated marketing activities and performed feasibility studies for new product lines, resulting in the launch of the footwear product category.

Research analyst for the Leverage Buyout Group.