Over ten years of experience in asset management. Strong proficiency of investment products, particularly those with a responsible investment focus. Experience with branding and marketing stewardship activities of asset management firms. Demonstrated ability to coordinate projects requiring ...more

Over ten years of experience in asset management. Strong proficiency of investment products, particularly those with a responsible investment focus. Experience with branding and marketing stewardship activities of asset management firms. Demonstrated ability to coordinate projects requiring alignment from several departments. Experience working with a diverse set tools and service providers, including MSCI ESG Manager, Sustainalytics, Factset, Microsoft Power BI, ISS Proxy Exchange, Persefoni, and Seismic. Taking courses to achieve a master’s in liberal arts with a focus in sustainability from Harvard University Extension School. Achieved the CFA Institute Certificate in ESG Investing. Previously Series 7 and 66 certified finance professional.less