Training Design, Organizational Development, and Financial Workshops for companies of all sizes.

Finhabits is a digital financial services platform focused on building long-term financial security by making investing and saving for retirement inclusive and easy for underserved communities. Our easy-to-use webapp recommends diversified portfolios of taxable and retirement accounts through our goal-based onboarding. We nudge users to link their bank account and set up recurring deposits, allowing them to fund their goal with just a few dollars.

Pro Mujer is a leading women's development organization headquartered in New York City. Pro Mujer empowers women to realize their full potential and delivers vital services that help women lift themselves out of the constant crisis of scarcity, run successful businesses, invest in their own wellbeing, and uplift their families and communities. Pro Mujer serves more than 250,000 women annually in Argentina, Bolivia, Mexico, Nicaragua, and Peru.- Assessed global training programs and shaped short and long term strategies- Catalogued global training materials and processes of Pro Mujer’s offices in Argentina, Bolivia, Mexico, Nicaragua and Peru- Collaborated with country training teams, managers and executives- Developed year-long leadership program for middle managers

Neighborhood Trust is one of the nation’s leading providers of financial empowerment services and products. Our mission is to empower low-income individuals to become productive participants in the U.S. financial system and achieve their financial goals.- Managed relationship with the City of New York's Department of Consumer Affairs Office of Financial Empowerment- Managed and trained 15+ financial advisors - Developed and mentored advisor team- Assisted with management and culture improvement - Pioneered first major social venture at Neighborhood Trust Financial Partners- Implemented and oversaw all operational logistics, team processes, and cost tracking of The Employer Solution- Expanded services to eight employer-partners including 1199SEIU Healthcare Workers Union East, Five Guys, and Panera- Managed employer partner communications and relationships- Pioneered use of videoconferencing technology and SalesForce process integration - Collaborated with leadership team to design and pilot Financial Empowerment curricula- Advised over 1,200 clients, facilitated 50+ workshops in NYC metro area