-Engaged and assisted in Private Equity and Debt deals ranging from $10’s of millions to $1 billion mandates, that meet Silver Leaf Partners - ESG Sustainable Finance Practice requirements.-Analyzed and reviewed prospective funds and companies on their business and financial metrics and compatibility towards the Practice’s sustainability mission as defined by the UN PRI.-Pitched prospective ESG institutional investors, asset owners, and vendors on current capital raising new and developing sustainable mandates.-Drafted AIMA Due Diligence Questionnaire of Responsible Investment for a General Partner client for distribution to current and potential Limited Partner clients.-Researched and compiled lists of suitable investors for new offerings in a Customer Relationship Management tool containing over 1,000 clients and organizations across the nation.-Organized investor lunches in efforts to facilitate in person contact between fundraising clients and capital allocators.-Fostered exceptional client support through email, phone calls, and video conferences while upholding FINRA rules and regulations.-Trained incoming interns in client engagement, use of our CRM tool, and day-to-day marketing practices.

-Contributed to monthly management committee meetings with the objective to improve club’s thought leadership services and processes at SILC’s in person networking events and educational seminars.-Identified and assembled a list of meeting spaces for monthly events educating attendees on current issues in sustainable investing and other sustainability related subjects.-Hosted networking gatherings for professionals in the sustainability space with the intention to build alliances and inform prospective members of SILC’s mission.

-Marketed the club’s mission to advance the impact investing and social enterprise sectors to potential partners to facilitate innovation, collaboration, and programming content.-Assisted club Co-Treasurer in compiling expense reports and forecasting revenue based on trends in new member registration.

-Represented The Eurasia Center at congressional hearings and drafted briefing memos and reports for senior organizational executives. -Analyzed and conducted research in political, economic, and social issues in European and Asian countries, drafted and edited reports for online publication.-Summarized grant and private donor research to assist in fundraising efforts.