Exceptional track record in building new initiatives and expanding existing businesses. Passionate about driving ESG, impact investing and alternative investments into the mainstream. Principal focus on new business development, strategic planning, project management, and motivating individuals and ...more

Exceptional track record in building new initiatives and expanding existing businesses. Passionate about driving ESG, impact investing and alternative investments into the mainstream. Principal focus on new business development, strategic planning, project management, and motivating individuals and teams to achieve peak collaborative performance. Highly experienced in growing market share, assets and profitability for start-up and early-stage organizations. Longstanding relationships with a dynamic national network of institutional, RIA, wirehouse and family office investors. Adjunct lecturer in Finance for The University of Arizona, MBA honors graduate of the Thunderbird School of Global Management and a CAIA (Chartered Alternative Investment Analyst) Charter Holder. Specialties: Business development, client relations, impact investing, ESG investing, philanthropy, managed futures, CTA's, hedge funds, equities, fixed income, investment management, marketing communications, meeting facilitation, networking, presentation skills, seminars.less