Key member of Business Development/Client Engagement team that has raised over $1 billion in assets under management while activating a community of 1,200 clients focused on positive change through impact investing and charitable giving. Responsible for developing and managing client relationships to raise new assets for impact investment opportunities. Provide expertise about ImpactAssets’ donor advised fund investment platform that includes ESG portfolios, direct social enterprise investments, private debt and equity funds. Actively involved in driving sales of new accounts and impact investment programs to ImpactAssets’ target client segments which include, family offices, RIAs, institutions, corporations, high-net-worth investors, private foundations and community foundations.

Increased cancer patient program growth and impact by expanding awareness of survivorship-focused exercise counseling and class programs in the San Francisco Bay Area. Active in partner and program building with medical centers, hospitals, cancer clinics and patient support organizations. Grew impact by supporting and growing partnerships with Stanford Medical Center, UCSF Cancer Center, Marin General Hospital, SF General Hospital, numerous patient-focused NGOs and gym partners. Managed external communication and marketing efforts, including website, email campaigns, and social media content. Prepared, designed, and edited marketing materials, newsletters, and annual reports. - Key participant in McKinsey/UC Berkeley Haas strategic analysis and planning for sustainable long-term growth and impact of the organization.- Served on the Board of Directors for three years, prior to transitioning to Communications and Partnerships Director.

Advised and supported sustainably-focused agricultural and ranch entrepreneurs in Australia, Bulgaria, Germany, Italy, Romania, and Turkey. Professional and cultural immersion in day-to-day business operations, farm and ranch management, workshops, business and product development and strategic planning.- At Ferma Indianului, in Romania, decreased waste and increased sustainability by converting unutilized product from water buffalo cheese production into high-value ricotta cheese. - At Le Foglie Ridenti – ‘Laughter in the Leaves’, in Central Italy, played a key role in the design and construction of a natural swimming pond.

Provided high-touch client relationship management for one of Oregon’s most highly regarded teams of financial advisors. Headed all operational aspects of client asset management including: client onboarding, sales support, product expertise, ongoing portfolio and account maintenance, daily investment transactions, and quarterly financial reporting. Prepared detailed quarterly financial reports including asset allocation assessments and presentations for client and prospect meetings.

Managed client relationships (high-net-worth individuals and institutions) for a nationally-recognized team of ESG/impact investment consultants. Contributed to team success and growth of assets under management to over $1.5 billion by providing top-level client support and service. Exercised extensive knowledge of asset management products, implementation of ESG investment objectives, and a thorough understanding of the investment management processes which involved managing and rebalancing asset allocations, frequent interaction with fund managers, and quarterly performance reporting. Provided ESG and financial research expertise and support. Utilized research by KLD/RiskMetrics Analytics (now MSCI) and Zephyr StyleAdvisor performance analysis software.

When UBS purchased Piper Jaffray in 2006, SRI Wealth Management Group moved to RBC Wealth Management. Work experience and areas of responsibility were comparable to those provided above. Obtained FINRA Series 7 & 66 Financial Certifications to qualify for registration as an Investment Advisor Representative.

Conducted detailed and technical development project assessments from start to finish during rapid growth phase for the City. Administered applicable regulations and pertinent state and federal laws during environmental and design review, and while collaborating with clients, businesses, and development professionals on project reviews, mitigation, and design evolution. Performed complex research, conducted analysis and determined project’s environmental impact (SEPA), and established mitigation measures to minimize environmental impacts. Prepared and presented public correspondence and detailed land use, environmental, and shoreline evaluation reports for the public, management, Hearing Examiner, City Council, and community stakeholders. Represented the City at advisory committees, pre-application meetings, public hearings, and conferences. Contributed to design of new project management software tools to increase process efficiencies and deliver project reviews and permits well ahead of legally-mandated deadlines.

Managed all activities involving environmental (CEQA/SEPA) and shoreline development reviews as well as provided information and assistance to citizens, developers, businesses, government agencies, and community stakeholders regarding land use, building, planning, environmental, and development issues. Key point of contact for all shoreline development. Coordinated and acted as lead facilitator at meetings involving multiple stakeholders including public agencies, citizen groups, and NGOs. Convened pre-development meetings and negotiated balanced solutions for controversial projects with multiple stakeholders. Prepared and presented land use reports and environmental assessments at public hearings and meetings.

Conducted extensive citizen and business engagement regarding complex land use, development ,and environmental regulations. Reviewed building permits, land use, and timber harvest applications for compliance with federal, state, and county laws. Collected data, researched, and prepared solutions for land use and community development projects. Efficiently managed multiple project permit applications in a demanding customer service environment.