Provide strategic support and oversee governance of the foundation as it looks to sunset in 2022.Liaise with an asset management firm and oversee investment decisions that align with evolving risk tolerance of foundation.Created a five-year investment and spend-out projection model to budget year to year while ensuring a financial cushion for the last years of operations.Lead the closeout and human capital committee to execute a “clean” closeout during transition.

Joined the company as vice president and assumed responsibility over technology, analytics, and impact measurement. Work closely with the fund development team, serve as an ambassador for the organization, and led the creation of UpTogether. Was named executive vice president in 2016. Report directly to the CEO, provide support in engaging the board of directors, and present to external stakeholders as a subject matter expert.Worked with the CEO to develop organization’s strategic plans, positioning FII as the platform for broader adoption and scale, resulting in new funding sources and partnerships across the U.S.Drove the organization from a four-person staff with a $1MM budget and presence in two cities to 30+ employees with a $10MM budget and presence in 15 cities.Launched the only online social and financial capital exchange platform dedicated to low-income communities (UpTogether.org). The technology enabled FII to learn directly from low-income families, track $15MM in social capital exchanges, and is deploying $60+ MM in unrestricted cash directly to 122K households.Led the first partnership with a state-level government agency to deploy government funds using FII’s approach and technology.Raised $100K to pilot a loan program to test alternative underwriting criteria using data collected from FII’s technology, resulting in $200K in loans issued, a 93% repayment rate, and improved credit score/history for low-income borrowers.Served on an evaluation team supporting the design of FII’s first randomized controlled trial with the aim of measuring the impact of combining social capital exchanges among low-income communities with the infusion of unrestricted cash investments.Oversaw the core technology and analytics team while leading the reorganization of the department, resulting in the streamlining of functions and the nomination of a dedicated CTO.

Co-lead of Western U.S. region public finance underwriting team.Performed credit risk analysis for U.S. municipal entities; trained junior analysts in assessing credit risk profiles.

Member of structured single risk underwriting team.Underwrote $10+ billion in financial securitization for investor-owned utilities, power projects, and toll roads in the U.S. and abroad. Performed credit risk assessment for U.S., Brazilian, and Salvadoran banks.Led the design team of a social corporate responsibility initiative resulting in an environmental and youth education focus.