Experience

Change Finance, PBC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Business Development Manager

  • Feb 2021 - Present

  Responsible for distribution efforts at Change Finance, PBC• Direct Sales• Intermediary Sales• Marketing• Advertising



Independent Consultant

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• ESG Consultant

  • Jan 2019 - Present

  I have utilized the information available from MSCI, Sustainalytics, GIIN, IRIS Metrics, CDP, and SASB to analyze the quality, strategy, and effectiveness of various ESG and impact investments. My goal is to synthesize complex information and data sets in order to relay the findings in a clear and concise manner. I have provided consultation services to a data aggregation firm in Boston, a sustainability branding company in California, and supported fellow academics in their research endeavors.



The Wealth Consulting Group

• United States
• Financial Services
• 1 - 100 Employee

• Business Development Specialist

  • Nov 2019 - Feb 2021

  Increasing exposure and awareness of the Wealth Consulting Group’s mission and ethos. Primarily supporting the sales strategy, sales operations, diversity recruiting, and partnerships. I am also involved in the project management and coordination of marketing the firm's High Impact Portfolio (HIP).



Andorraii

• Andorra
• Technology, Information and Media
• 1 - 100 Employee

• Investment Analyst & Marketing Strategist

  • Aug 2019 - Feb 2021

  Conducting research for public market ESG / SRI investments to identify and analyze their impact strategies. The data is then used to create a holistic picture of the ESG / SRI universe and to create mission-aligned investing reporting opportunities. I also consult on Andorraii's sales and marketing materials, including service descriptions, blogs and website. *WCG Wealth Advisors, The Wealth Consulting Group, and LPL Financial are not affiliated with Andorraii.



Anderson Wealth Planning

• United Kingdom
• Hospitality
• 1 - 100 Employee

• Office Manager

  • Jun 2015 - Sep 2016

  Oversaw the sales, client relations and portfolio maintenance of eight financial advisors within our branch. Through an in-depth research and deliberative process, I monitored and measured performance of various institutional portfolios and capital markets for assessment and recommendations. I developed a comprehensive understanding of various mutual fund, REIT, and insurance products. Produced and analyzed portfolio models for small businesses, retirement accounts, and trusts. Conducted risk-return analyses. Ensured all trades, accounts and requests were in compliance and supervised audit processes



FranzTatum Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Director of Operations

  • Feb 2014 - Nov 2014

  As their director of operations, I was the primary point of contact for all of our existing clients. I originally began working part time with this firm in February 2007. I was with them for approximately 2 years before accepting a full time position with another firm. They reached out to me again in February of 2014 and asked for my help in managing their client operations. My focus was primarily on maintaining their client relationships.



National Planning Corporation

• United States
• Financial Services
• 1 - 100 Employee

• Branch Development Specialist

  • Jul 2012 - Nov 2013

  As a Branch Development Specialist, my primary responsibility was to lead the affiliation process for new OSJ offices. Extensive knowledge of the OSJ’s preferred products was essential. I was assigned multiple OSJ manager field offices and responsible for their transition from their current broker dealer to NPC. Coordinated with various departments within the broker dealer to facilitate a smooth transition. Served as mediator between OSJ offices and internal processors for first few months of affiliation.