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Manuel Espinosa is listed as Sustainable Finance Consultant at The Phoenix Group at Climate Action California, based in Santa Clara, California, United States. AeroLeads shows a matched LinkedIn profile for Manuel Espinosa.
Manuel Espinosa previously worked as Team Leader at Climate Action California and Sustainable Finance Consultant at The Phoenix Group. Manuel Espinosa holds Ba (Honors), Philosophy from Santa Clara University.
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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
Listed skills include Business Development, Strategic Planning, Technical Writing, Strategic Financial Planning, and 28 others.
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United States
Voluntary leader of 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.
Santa Clara County, California, United States
After much thought about the present state of the world and the coming climate crisis, I have decided to focus all my professional efforts in those areas where I may make the greatest contributions to creating sustainable solutions to this crisis.For these reasons I now seek positions in sustainable finance: I want to build portfolios designed around ESG principles and the regenerative capitalism concepts discussed extensively by John Fullerton and his colleagues at the Capital Institute. I look forward to working with other like-minded professionals in the Silicon Valley area of California who help individuals and communities evolve through a values-based stewardship of money. Money and intellectual capital used wisely can be generative of sustainable communities when properly aligned with social and human capital.I have more than 25 years of experience as a management consultant specializing in strategy, project management, process analysis, business valuations, and risk analysis. During this time 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.For ten years I was a licensed securities and life insurance agent in California with the following licenses: Series 7 and Series 66 (securities) and CA Life Insurance # 0F54280 (accident and health, life-only, and variable contracts). I was an ERISA 3(21) fiduciary, and received the PPC® (Professional Plan Consultant®) designation for this from fi360 on October 1, 2015. In December of 2016 I received the RMA® (Retirement Management Analyst®) designation after completing the rigorous course of training certified by the Investments & Wealth Institute.Please don’t hesitate to call me should you wish to discuss this further.Manuel José Espinosa, Sustainable Finance ConsultantC: 1-408-219-6623 E: manuel.espinosa@att.net
Santa Clara, California
The Phoenix Group is a management consultancy I founded in 1994 that works in strategic planning, process redesign, activity-based cost analysis, and project management.
Santa Clara, California
The Latinx Education Research Center (LERC) builds on a long history of expertise on issues of Latinx education and well-being across Santa Clara University’s School of Education and Counseling Psychology. Our goals are to demonstrate and deepen our ongoing commitment to serve the Latinx communities of Silicon Valley, California, and the United States. Furthermore, our mission is to develop LERC into an intellectual “hub” for faculty and students in the School of Education and Counseling Psychology as well as to other schools and colleges at Santa Clara University. Although the explicit focus in the name of the center will be education, we mean education in its broadest sense, and with the ultimate eye of supporting human flourishing and well-being. Lastly, we aim to bring faculty and students as well as our external partners together to build a network sharing common research interests and a shared commitment to ensuring the well-being of the Latinx community in our region, across California, and beyond.
Sacramento, California Area
I am an Associate Producer on a new horror film titled "The Crumbs", a project of CRA ENTERTAINMENT, Inc.. This is a story about a Doctor who discovers a life preserving serum. Together with his family they run a Bed & Breakfast Inn in the woods where some of the unsuspecting visitors are subject to The Crumbs Family procedures.If you want to know more about CRA ENTERTAINMENT and their upcoming projects, kindly contact Craig Ahrens or David Espinosa at CRA ENTERTAINMENT, INC.Craig Ahrens1-949-246-2414craig.ahrens@yahoo.comhttps://www.craentertainment.bizhttp://www.imdb.me/craigahrensDavid Espinosa1-916-889-5254djejd12000@gmail.comhttps://www.imdb.com/name/nm8922641/?ref_=nv_sr_1
Do you know of any unheralded or forgotten American Latino patent holders? Tell us about them! There is no existing, readily available historical record that provides a comprehensive identification of American Latino inventors. I am a principal in a research project designed to close this gap in the historical record by identifying U.S. citizens of Latino heritage who were awarded patents from the U.S. Patent & Trademark Office. My research partner and project founder, Tom Tafolla, is a newly appointed Fellow of the Smithsonian Institute’s Lemelson Center for the Study of Invention and Innovation. He will devote ten weeks this summer working with other researchers and archivists at the Smithsonian to validate our findings.We will produce a scholarly monograph on the history of American Latino invention and create a bibliographic record of American Latino inventors. We plan to identify as many female American inventors of Latin American or Spanish origin as possible and generate a data set for further study and research by our team and other historians.The earliest patent in the collection of more than 7,000 individual patent specifications was issued in 1848. Our collection includes patents ranging from boat, ship, and airplane design and manufacture to automotive and railroad technologies, from tools and farm equipment to patents for electric power generation, computer design and manufacture, medical devices, and pharmaceuticals. And we found patents in communications, in the phonograph and record industry, and for motion picture equipment.Tom Tafolla began this project in the fall of 2014. We expect to be working on this “labor of love” long after his Lemelson appointment expires. Do you have resources ― archives, technologies, expertise ― that you could contribute to this project? Feel free to contact Manuel Espinosa (1-408-219-6623; manuel.espinosa@att.net) or Tom Tafolla (1-408-881-3598; ttafolla@itu.edu) with your ideas.
San Jose, California
Member and Secretary of the Advisory Board Steering Committee for ITU's Global Partners Accelerator, a startup incubator designed to take to market technology-based business startups of ITU graduate students, of local Silicon Valley entrepreneurs, and of our global partnerships.www.itu.edu
1541 The Alameda, Suite A, San Jose, Ca 95126
My responsibilities include developing comprehensive financial plans for clients of the firm, helping clients find long-term solutions for their financial, investment, and retirement goals, and working closely with them to implement those plans. I am licensed to sell securities and life insurance in California. I have the following licenses: Series 7 and Series 66 (securities) and CA Life Insurance # 0F54280 (accident and health, life-only, and variable contracts). I am a Retirement Management Analyst (RMA®), having earned this certification from the Retirement Income Industry Association (RIIA®). I am also a 3(21) fiduciary, which the PPC™ (Professional Plan Consultant) designation certifies. And I am a Certified Financial Education Instructor (CFEI), having earned this designation from the National Financial Educators Council.Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC. Alameda Financial Group and Independent Financial Group, LLC are not affiliated. Office of supervisory jurisdiction: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130.
3550 Stevens Creek Boulevard, Suite 305-G, San Jose, Ca 95117
I was an Investment Advisor Representative and a Registered Representative with Transamerica Financial Advisors, Inc., Transamerica Financial Group Division.
San Francisco Bay Area
I provide strategy and project management advise to the Board of Directors of the Greater San Jose Hispanic Chamber of Commerce (GSJHCC). This work is offered as a pro bono service to the Board and its Leadership Teams.
San Francisco Bay Area
I was an Investment Advisor Representative with Investment Advisors International.
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Manuel Espinosa works for Climate Action California.
Manuel Espinosa is listed as Sustainable Finance Consultant at The Phoenix Group at Climate Action California.
Manuel Espinosa is based in Santa Clara, California, United States while working with Climate Action California.
Manuel Espinosa has worked for Climate Action California, The Phoenix Group, The Phoenix Group, A Management Consultancy, Santa Clara University, and "The Crumbs" A Project Of Cra Entertainment, Inc..
You can use AeroLeads to view verified contact signals for Manuel Espinosa at Climate Action California, including work email, phone, and LinkedIn data when available.
Manuel Espinosa holds Ba (Honors), Philosophy from Santa Clara University.
Manuel Espinosa is listed with skills including Business Development, Strategic Planning, Technical Writing, Strategic Financial Planning, Project Portfolio Management, Project Finance, Business Process Re Engineering, and Ms Project.
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