• Provide a global forum for asset owners, asset managers, banks, investment consultants, and financial service providers net-zero alliances, representing over 700 institutions with ~$150 trillion in assets, to collaborate on cross-cutting issues that can accelerate the alignment of financing activities with net zero.• Support the development and implementation of practical guidance on net-zero transition planning, including engagement best practices, mobilizing capital for emerging markets and developing economies, net-zero aligned public policy, and accessible and decision-useful climate data.• Senior Advisor to workstream exploring indices and stewardship practices that support the transition to net zero.• Responsible for GFANZ governance and management of Principals Group, a body comprised of CEOs from leading global financial institutions, through relationship management and development of agendas, materials, briefings, and remarks.• Partner with the net-zero alliance leadership to develop and socialize voluntary guidance. Function as a knowledge expert on financial sectors net-zero commitments, target setting methodologies, and reporting. • Supported the launch of the Venture Climate Alliance (VCA) and the Net-zero Investment Consultants Initiative. Contributed to the VCA’s Portfolio Alignment Framework and the UN Sustainable Stock Exchange’s Transition Plans Model Guidance and Tools for listed companies. Represented GFANZ during the development of the IIGCC’s Net Zero Investment Framework for Private Equity and Private Debt.

Adjunct Professor on business, ethics, and the creation of value. Guest lecturer for Social Impact MBA course.

• Partnered with institutional investors and leading companies to drive long-term value creation through the integration of sustainable strategies, strong governance, aligned incentives, and stakeholder engagement.• Contributed to the scoping and development of guidance on decarbonizing long-term portfolios, implementing multi-stakeholder capitalism, and building diversity, equity, and inclusion in private equity.• Co-led global project on ESG/non-financial disclosures to define a core set of universal metrics that correlate with long-term value creation to serve as a catalyst for broader ESG reporting adoption.• Provided contributions on incentivizing sustainable long-term investing to the World Bank Group’s Call to Action• Collaborated with member organizations, academics, industry groups, and NGOs to increase awareness and drive change.

• Increased awareness and engagement by producing convenings and joint content with member organizations and NGOs, including the World Economic Forum, World Bank, JUST Capital, and Pacific Pension Institute.• Managed the design and implementation of full-day, in-person program for 130 global asset owners, asset managers, and companies to advance progress on key levers that drive change, including engagement, governance, incentives, long-term strategies, and measurement.

• Supported financial inclusion in the least developed countries through strategic analysis and recommendations of core value proposition and positioning, engagement, communications, and data collection and analysis strategies. • Analyzed the effects of the 2015 Nepal earthquake on access to and usage of financial services. Identified coping and risk mitigation mechanisms. Wrote and edited published report sections.

Owned the monthly development and analysis of the New Balance US footwear forecast. Managed a team of six demand planners, and worked cross-functionally with the Sales, Supply, and Marketing teams. Responsible for Demand Consensus and Business Review portions of the Sales & Operations Planning (S&OP) process.

Contributed to New Balance's short-term and long-term profitable growth by driving business planning, budgeting, cost control, and reporting.• Drove strategic planning, budgeting, cost control, and reporting for strategic business units which represent ~$450 million in revenue and $25 million in operating expenses. • Prepared timely and insightful financial analysis to measure progress against strategic plan, budget, and forecast. Identified opportunities that achieved growth and profitability objectives. • Piloted and supported the organization-wide scoping and roll-out of Sales and Operations Planning.

Co-managed Kids Footwear category for the 2nd largest global athletic footwear brand.• Responsible for unit and dollar sales growth, margin improvement and strategic direction.• Led team of designers, developers, sourcing, costing, finance and operations specialists to execute projects on time and at target cost.

Program Manager for Internet-based institutional bond trading company backed by Greylock. Designed new product through customer analysis and execution of cross-functional projects.

Sales Associate, Institutional Fixed Income, Mortgage and Government Sales (1999-2000)Sales Associate, Institutional Fixed Income, Liquidity Sales (1997–1999)• Provided competitive primary market access and secondary execution to large institutional asset managers.• Built and maintained strong client relationships. Collaborated closely with research and trading colleagues.• Developed fixed income product and market expertise. Series 7 & 63 licensed.