Perform stock analysis using financial and sustainability screening; contribute to investment strategy; write stock profiles.

Managed $400 million in sub-advised portfolios for 13 years and up to $3 billion in a global, multi-asset, long/short mutual fund for nearly 10 years. Wrote and edited newsletters and commentaries for shareholders and the board of directors. Gave public presentations on the funds and on the global investment outlook. • Exceeded primary sub-advised portfolio's index benchmark return by 4.60 percentage points annualized over 11.4 years.• Conceived and launched mutual fund that grew to $3 billion in less than five years and single handedly managed portfolios for first seven years of mutual fund while generating average annual revenues of $25 million.• Appeared on CNBC and Bloomberg TV, in the Wall Street Journal, Barron’s, and other outlets. •Earned the trust and support of investment clients and the sales force through responsiveness, candor, integrity, and competence, which led to high client satisfaction and increased business.

Managed trust and high-net-worth portfolios and cultivated strong client relationships built on trust, responsiveness, and investment acumen; handled some of the more sophisticated client relationships; gave public presentations on investing, and wrote an article on stock selection that appeared in Barron’s.

Legislative Aide to U.S. Representative Tom Harkin, (emphasis on environmental issues)Quickly learned details of complex policy matters; briefed the Congressman on legislative proposals; drafted correspondence and speeches.