Trey Waters Email & Phone Number

Greater Chicago Area

• Leads projects ranging from $60,000 to $1 million with high-quality results, such as the YouthCan Innovation Program, which provided technical and financial support to a fintech that has distributed $50 million in.
• Project manager for a research initiative taking a national measurement framework and adapting it for the state level, producing the Hawaii Financial Health Pulse: 2019.
• Created project management processes for BlackRock’s Emergency Savings Initiative, a multi-million dollar emergency savings initiative allowing for greater focus on sales, implementation, impact evaluation, reporting.
• Developed a strategy for two large retail employers, Levi’s and Target, to provide emergency savings solutions to low-moderate income employees and guided both employers through the process of implementing the strategy.
• Spearheaded concept notes and proposals that resulted in over $300,000 from commercial and philanthropic partners

Greater Chicago Area

• AgriFin Mobile was a multi-country program (Indonesia, Uganda, and Zimbabwe) that partnered with the private sector to develop demand-driven technology-based products and services to increase farmer income; at the end.
• Provided strategic guidance for a struggling program, growing and strengthening investments, which lead to an overall increase in program reach of 133%
• Lead a team of four staff and six partnerships; including managing program spending and a total budget of $6 million
• Supported in-country program staff with strategic planning and managing relationships with private sector partners, ranging from the largest commercial bank in Indonesia to start-up social enterprises in Uganda
• Developed and implemented the program learning plan, including presenting at international conferences and facilitating internal donor meetings
• Wrote AgriFin Mobile annual donor reports and eBooks to capture cross-country lessons learned

Washington D.C. Metro Area

o Monitor financial tracking for compliance reporting for US Government and foundation grantso Developed tools and provide ongoing monitoring of 4 program budgets in Israel and the USo Led building and implementation of initial automated accounting system using QuickBooks

Uganda

Worked with UGAFODE, a Microfinance Deposit Taking Institution, to pilot and rollout a new mobile savings product.

Greater Chicago Area

o Consulted with UK companies to expand their export initiatives in the US market and performed a variety of tailored services including market research reports, business developments visit programs and event planningo Developed a strategy for UK companies to fully leverage the business development and networking opportunities at one of the largest.

o Doubled the number of tourists and increased revenue generated from tourism by implementing tourism development plano Built capacity of community members leading to formal bylaws, project timeline, and organization regulations to promote sustainable tourism o Increased access to markets and improved product development for 300 weavers through the.

Master Of Arts (M.A.), Social Enterprise

Bachelors Of Arts, Economics