Experience

Natural Investments

• United States
• Investment Management
• 1 - 100 Employee

• Certified Financial Planner & Socially Responsible Investment Advisor

  • Apr 2017 - Present

  Serving socially and environmentally conscious clients in New York and beyond... Serving socially and environmentally conscious clients in New York and beyond...



SRI Investing LLC

• Nationwide

• Financial Advisor and Chief Compliance Officer

  • Jul 2015 - Present

  Holistic financial life planning and customized socially and environmentally responsible investing solutions. Holistic financial life planning and customized socially and environmentally responsible investing solutions.



First Affirmative Financial Network

• United States
• Financial Services
• 1 - 100 Employee

• Investment Advisor

  • Jul 2013 - Jul 2015



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • Nov 2010 - Jul 2013



smART strategies

• Principal Consultant

  • Nov 2009 - Aug 2010

  Worked with stakeholders from across the Newark, NJ arts and education communities to create a strategic plan for the Newark Arts Education Roundtable. Worked with stakeholders from across the Newark, NJ arts and education communities to create a strategic plan for the Newark Arts Education Roundtable.



New York State Council on the Arts (NYSCA)

• United States
• Government Administration
• 1 - 100 Employee

• Director, Arts in Education

  • Apr 2000 - Nov 2009