Experience

Everence Financial

• United States
• Financial Services
• 200 - 300 Employee

• Manager of Advocacy and Research

  • Oct 2015 - Present

  Goshen, IN I practice shareholder advocacy on behalf of Praxis Mutual Funds, using the rights and privileges conferred by stock ownership to promote corporate policy change, particularly in regard to environment and human rights issues. This includes engaging companies, organizing and strategizing with investor partners, and performing extensive research to back up our advocacy. I also work on our investment screens and manage our proxy voting program. Additionally, I produce reports and oversee research… Show more I practice shareholder advocacy on behalf of Praxis Mutual Funds, using the rights and privileges conferred by stock ownership to promote corporate policy change, particularly in regard to environment and human rights issues. This includes engaging companies, organizing and strategizing with investor partners, and performing extensive research to back up our advocacy. I also work on our investment screens and manage our proxy voting program. Additionally, I produce reports and oversee research projects to document our stewardship investing program and explore new possibilities.

• Stewardship Investing Research Specialist

  • Sep 2006 - Sep 2015

  Goshen, IN I applied social screening, shareholder advocacy, and proxy voting to the company's investments. I also served as a resource for Everence's financial advisor network, providing individuals with information regarding socially responsible investing. Much of my work was dedicated to working with companies we owned shares in to improve their environmental and social policies.



Adams State University

• United States
• Higher Education
• 300 - 400 Employee

• Director

  • Sep 2005 - Aug 2006

  Alamosa, CO While on a one year voluntary service assignment, I worked with primarily low-income entrepreneurs and business owners to help them write business plans, apply for financing, and troubleshoot.