Co-leading the first venture philanthropy program investing in treatments and a cure for celiac disease.

Fluent in the languages of investing, finance, and mission, we bring rigorous analysis, translation, and integration to impact investing. Working with entrepreneurs, investors, and intermediaries, we align business strategy and activate capital for good.

Fluent in the languages of investing, finance, and mission, we bring rigorous analysis, translation, and integration to impact investing. Working with entrepreneurs, investors, and intermediaries, we align business strategy and activate capital for good.

Fluent in the languages of investing, finance, and mission, we bring rigorous analysis, translation, and integration to impact investing. Working with entrepreneurs, investors, and intermediaries, we align business strategy and activate capital for good.

Designer and Implementer of Impact and Endowment Investment Programs: Sourcing, Qualification, Due Diligence, Portfolio Development, and Program Reporting and Analysis resulting in $90 million in impact investments and $200 million in endowment investments

Private Capital manager research covering leveraged buyout, growth equity, venture capital, mezzanine, special situations, and distressed strategies, including quantitative and qualitative analyses ranging from performance attribution to method and staff assessment. Topical research on global economics and investment opportunities. Environmental, Social and Governance and Mission-Related investment opportunities across asset classes, focusing on capacity-building, industry trends, and use in institutional portfolio structures.

Private Capital manager research, including quantitative and qualitative analysis ranging from performance attribution to method and staff assessment. Topical research on international economics and investment opportunities. Focus on socially responsible and mission-related investment managers across asset classes, industry trends, and their use in institutional portfolio structures.

Private Capital manager research, covering leveraged buyout, growth equity, venture capital, mezzanine, special situations, and distressed strategies, including quantitative and qualitative analysis ranging from performance attribution to method and staff assessment. Topical research on international economics and investment opportunities. In addition, focus on socially responsible and mission-related investment managers across asset classes, industry trends, and their use in institutional portfolio structures.

Private Capital manager research, including quantitative and qualitative analysis ranging from performance attribution to method and staff assessment. Topical research on international economics and investment opportunities. Focus on socially responsible and mission-related investment managers across asset classes, industry trends, and their use in institutional portfolio structures.

Global Equity manager research, including quantitative and qualitative analysis ranging from performance attribution to method and staff assessment. Topical research on international economics and investment opportunities. Focus on socially responsible investment strategies and those incorporating Environmental, Social, and Governance factors into their investment strategy.

Investment consulting, comprising research ranging from broad economic trends to investment manager performance attribution, methodology and risk management assessment, and client services including statements of investment principles, asset allocation studies, investment manager hire and fire recommendations, fund transition management, and extensive quarterly performance reports.

Operations Management for US Business Development TeamBusiness Process Analysis and Improvement- Budgeting and cost analysis, improving reporting accuracy from 75% to 95%- Contract drafting, proofing and coordination of tracking Research and Marketing Materials Development- Region, Industry and Client specific materials for internal and external customers

Creation of Import/Export Management System- Process flow analysis, procedure drafting and implementation planning- Classification of products and components and preparation of International Trade Documentation

Trade Finance Analyst InternshipBusiness and industry analysis - Research and analysis of future trends within industries to assess position of individual firms- Research and analysis of individual firms for program structuring and underwriting supportTrade credit services- International payment methods and risk mitigation- Facilities structuring using discounting and credit and political risk insurance- Foreign Exchange hedging strategies

Trade Compliance Analyst Internship- Creation of Import/Export Management SystemCoordination of structuring with sales, operations, engineering and international affiliatesDrafting and implementation of regulatory compliant procedures and audit trail- Classification of products and materialsHarmonized System classification requirementsNAFTA duty-reduction qualificationsExport Administration Regulations as set forth on the Commerce Control List

Research Associate InternshipResearch and creation of Cross-Cultural Training materials from in-house and scholarly sourcesCreation and implementation of on-site library system for 750+ multi-media training materials

Research and resolution of legal and financial Real Estate Title issues - Received Letter of Commendation for excellence in customer service from institutional client

Office Manager & Registrar- Provided on-going first point of contact to all venues, seminar leaders, and participants- Maintained and distributed promotional and logistical information - Trained and managed office and volunteer staffEvent Coordinator & Retreat Center Manager - Planned and executed more than 25 events with 25-150 participants in Europe, South America, the Middle East and in the United States.- Handled administrative functions and student registration