Sustainable Investing professional helping investment professionals and investors advance ESG and sustainability goals through education, events, projects, and marketing Sustainable Investing domain expert with many years’ experience interpreting and promoting the Sustainable Investing value ...more

Sustainable Investing professional helping investment professionals and investors advance ESG and sustainability goals through education, events, projects, and marketing Sustainable Investing domain expert with many years’ experience interpreting and promoting the Sustainable Investing value proposition, as it continuously evolves Persuasive public speaker and presenter engaging a wide variety of audiences with enthusiasm, clarity, and passion Business Development executive skilled at creating both innovative marketing campaigns and strong client relationships for successful client solutions Experienced team leader with a strong history of building and managing successful collaborative teams within large organizations and across public and private sectors Nonprofit Leader with a strong track record establishing and managing successful organizations Available for full-time position or project work Highlights: - “Sustainable Investing - Moving into the Mainstream" - a full-day CFA Society Boston Sustainable Investing Seminar. Successful and growing annual event, first held in 2013. 2017 program: Summary: http://tiny.cc/bsassi - Seeking investments in solar loan portfolios from community banks for leading Boston-area solar project development and residential financing company. - Brand-building and prospect identification for launch of US offerings by European ESG-Quant investment management firm. - Sustainable Accounting Standards Board (SASB) – Collaborated on development and hosting of first practitioners’ workshop targeting CFA charterholders. Subject-matter expert for FSA Level-II Exam standards-setting process. 2016. Society, that highlighted the opportunities for investors and analysts to use these guidelines for market advantage. - Founder/Chair, Green Needham Collaborative – A nonprofit that leverages the community network as a powerful force for change. Developed financial models for renewable energy and energy efficiency in the municipal setting. - Director of University relations for IBM, creating and managing a worldwide organization with $9M budget. Focused on strategic partnerships with universities, to develop leading-edge technologies.less