Through Climate & ESG product development and deployment, I manage our portfolio of clients and drive growth through strategic partnerships, revenue vertical development, and channel market strategy. Finding alignment and interoperability between frameworks (CSRD, SFDR, CDP, SBTi, ISSB/SASB, TCFD), I identify KPIs and leading indicators to use data for social and environmental good. I work with local governments to derive funding and financing strategies for climate action.

I manage the development of sustainability, ESG, and climate data and ratings frameworks and toolkits for investors, foundations, international consortia, and sustainable development networks. Clients include 2 of the largest asset managers in the world with over $13B in total AUM. I engage directly with debt issuers for impact assessment and taxonomy alignment.

Lead projects involving corporate sustainability consulting, integrative reporting, business strategy, marketing, publishing, operations, channel partner strategies, strategic partnerships, revenue vertical development, market research and competitive analysis.

Rate S&P 500 companies on profitability and social and environmental metrics while leading research on specific industries and analyzing top companies using the innovative HIP methodology. Research financial publications, quarterly financial reports, annual reports, corporate social responsibility reports and third party evaluation metrics to synthesize complex data for HIP portfolios scoring. Create HIP Scorecards™ highlighting companies’ human impact, management practice and profit results for consulting purposes. Work closely with the CEO to develop weightings for the HIP 500 Index and a HIP 30 Fund to outperform the S&P 500 and Dow Jones Industrial Average. Construct HIP’s Pipeline of Opportunities plan for all future and prospective client revenue.

Co-created an apparel company and social network around the concept of social good and collective effort. Same Team has sold tens of thousands of shirts globally and donates a portion of profits to support social equity, environmental conservation, and disaster relief.

Encouraged enduring behavior change through the implementation of a comprehensive and individualized life skills program for seriously emotionally disturbed children in a non-public primary and secondary school setting.

Working closely with the Director of Events and Marketing, we produce and promote the Investors' Circle Spring Venture Fair in San Francisco as well as in overall organization marketing efforts.

Drive member engagement in preparation for the annual member directory deployment (including supplemental business category indices).

Working closely with the Director of Events and Marketing, we produce and promote the Investors' Circle Spring Venture Fair in San Francisco as well as in overall organization marketing efforts.

Strategic consultant specializing in developing and implementing executable business strategies for financial services companies. Coordinate the creation of a private fund investing in complex securities, with international management and distribution. Originate task plan and term sheet for said fund, find and propose fund to identified fund managers and distributors, and assist in creation and initiation. Propose and designing strategic enterprise asset allocation for top insurance firm's general account portfolio that optimizes on multi variable risk and return perspectives. Supervise the transition to and implementation of said insurance company's new investment strategy with synergies between multiple technology vendors and investment management

Build and maintain public trails throughout the 80,400 acres of Golden Gate National Parks.

Led promotional teams for events and festivals across the east coast.

Researched behavioral economics and predisposition to analytical schemas in students. Applying Psychology to economics is integral in predicting market reactions.