I am the founder of The Phoenix Group, a management consultancy. I was also a founding member of a venture capital fund for Internet-focused startups and the co-founder and COO for a broadband communications company. As a management consultant I have worked on corporate strategy, process redesign, activity-based costing, supply chain management, project management, IT assessments, valuation of intellectual assets, performance and operational risk analysis, Balanced Scorecard design and implementation, and technical writing. I use a performance management system built around strategy maps and the Balanced Scorecard to create risk profiles of corporations and business processes.I have been a manager of people and technical projects for more than 25 years. I directed several enterprise-wide network design and implementation initiatives for Pacific Bell and co-founded and managed at the executive level three startups. During my 25+ years as a management consultant I have written more than 75 client-sponsored studies and three books on strategic planning and complex project implementation, competitive intelligence, and the evaluation of client business plans, products, and services.As an Investment Advisor Representative and Registered Representative my focus was on financial planning and investment strategy, retirement planning, 401(k) plans, and defined contribution and defined benefit plans.In January of 2019 I was appointed to a two year term on the Community Leadership Advisory Board of Santa Clara University's Latinx Education Research Center.My current efforts in sustainable finance include:• Lead the Climate Finance Team at Climate Action California (CAC) and serve on the board of The Climate Action California Foundation, a 501(c)(3) nonprofit public benefit corporation. You can find CAC here (https://climateactionca.org), where you can read our online magazine, The Condor.• Work in the SF South Bay Area on strategies to help non-profits, public schools, and low-income communities take advantage of opportunities available through the Inflation Reduction Act • Being an active member of initiatives at both the Public Bank Institute and the National Infrastructure Bank, I want to help establish a public bank in the San José, California area or create a green infrastructure bank in the SF South Bay Area• Developing a pro bono workshop on climate change and macroeconomics for Latinos and others in the SF South Bay Area