Earth Finance delivers corporate strategy, climate finance and investing, and technology solutions to help organizations achieve their net zero objectives.

Lead PLTgolf's mission to create premium golf and athleisure apparel while donating 50% of profits to charitable causes. Oversee daily operations and execute business strategies to maintain high product quality and customer service standards. Collaborate on long-term growth strategies to expand market presence and enhance brand recognition. Establish partnerships with professional athletes, charities, and businesses to amplify brand impact and philanthropic efforts. Organize member events and tournaments to engage the PLTgolf network and promote the company's mission.

Advisor to EG Business Metrics, guiding strategic and operational excellence. Responsibilities include refining and implementing strategic initiatives, developing product roadmaps, providing operational consultancy, fostering technology partnerships, and driving client-centric innovation. Collaborate with executive leadership to enhance company performance and product offerings

Oversight of daily operations and collaboration with the CEO on strategic direction and product roadmap. Optimized resources to drive revenue growth and cost savings. Co-developed and executed strategic plans, including go-to-market strategies, while overseeing technology partnerships and agile development processes. Key focus was driving product roadmap development, synthesizing business requirements, and collaborating with development teams and clients to enhance our cloud-based platform's profitability and usability.

Led a team of analysts in Tacoma and London, overseeing daily operational processes to meet strategic goals. Implemented continuous improvement strategies to enhance investment product delivery and client service. Managed pre and post-trade portfolio analysis and settlement across multiple asset classes, ensuring robust risk control measures and regulatory compliance. Spearheaded key operational initiatives, including portfolio accounting system implementation and back office outsourcing. Collaborated on new product launches, establishing scalable processes and reporting systems. Served as operational lead for brokerage relationships and vendor management. Developed and implemented critical compliance processes for TRACE, OATS, and RTRS reporting, ensuring adherence to FINRA, SEC, and other regulatory requirements.

Integral member of team that launched the Overlay Services product line to deliver custom derivative-based solutions to large institutional investors. Services included policy implementation, informed rebalancing and customized hedging solutions. Developed and implemented essential processes for portfolio analysis, trading strategies, and client reporting. Established robust data management and reconciliation procedures. Built and led a high-performing team, creating training programs to support rapid growth while maintaining risk management and client satisfaction. Key achievements include creating custom derivative-based solutions, implementing new client trading strategies, and optimizing operational efficiency

Supported Portfolio Managers and Traders with equity derivatives assignments; custom hedging, synthetic rebalancing and equitization.

Coordinated fund subscriptions/redemptions among money managers within the Russell funds.Worked with portfolio managers and traders to adjust derivative overlays.