Experience

Peak to Peak Leadership

• United States
• Education Management
• 1 - 100 Employee

• Executive Director

  • Aug 2019 - Present

  Peak to Peak Leadership creates and delivers programs that enable students of all ages to explore and identify their core values and the tensions inherent between those values. Through a text-based seminar model, students develop a fuller understanding of themselves and are better prepared to make critical values-based decisions to guide them through their personal and professional lives.

• Moderator

  • 2018 - Present

  Moderate short seminars for students in the Colorado University Leeds Scholars’ Program around values-based leadership; through open discussion based on directed readings, genuine leadership emerges out of a clear sense of one’s own values, the values of the society in which one lives, and the ways in which those values are brought to bear in making decisions. Worked with freshmen, sophomores, juniors and seniors. Students rated those sessions as “one of the most meaningful experiences” of the Scholars’ Program. Show less



EMB Consulting LLC

• Boulder, CO

• Founder

  • 2011 - Present

  Consulting for both for-profit and not-for-profit leadership teams on governance, strategy, marketing, communications, transitions and finances. Helped a fossil-fuel free fund in Boulder with positioning for the institutional market; conducted brain storming sessions and produced marketing materials resulting in significant increase of assets under management. Successfully advised on a de-merger of two investment funds which led to clarity of execution and asset growth for both managers. Negotiated Sub-Advisory Agreement between two long-only equity funds leading to their cooperation. Coached a California-based impact investing fund on launch and positioning, leading to a successful launch of a Certified B Corp Fund Manager. Worked with an independent school in Vail on transition and anniversary celebrations. Show less



Friends School

• United States
• Education Administration Programs
• 1 - 100 Employee

• Chair Of The Board Of Directors

  • 2007 - 2018

  Board Chair: (Chair-Elect 2011-2012; Chair 2012 to 2015) Led the Board of an independent Pre-K to 5th grade school. Grew programming, staff and maintained financial stability. School selected as one of the “Top 50 Private Elementary Schools in the U.S.” by TheBestSchools.org. Provided stewardship over the school’s finances and operations while enhancing facilities (maintained no debt and ran operating surpluses thus adding to the school’s reserves). Led the Head’s evaluation, compensation and contract negotiations. Planned annual retreats to set annual and long-term goals for the Board. Oversaw the update of the mission and vision of the school. Conducted annual surveys of the Board, Parents, Teachers and Staff. Led the discussion about the potential growth of the school. Strategic Planning Chair: (Founder 2008-2011, Member 2011-2015) Formed the Committee to design and execute the first long-term strategic plan in the school’s history. Engaged and challenged various constituencies creating a stronger community and envisioning a school of the future through a number of community-wide brainstorming meetings. Finance Committee Member: (2007-2016, Investment Sub-Committee Founder 2007-2018). Formed Investment Sub-Committee to oversee the management of newly raised $1million endowment (between 2007 and 2016 the fund outperformed its peers nearly doubling its AUM). Drafted and implemented investment and spending policies. Drove the discussions of annual budgets, five-year outlooks, capital investment decisions, financial policy (including reserves planning), financial aid, teacher and staff compensation and tuition levels. Trustee: (2008-2016) Member of additional Board Committees including Trustee, Founders, Audit, Head Search and Development. Show less



United Way

• United States
• Non-profit Organization Management
• 700 & Above Employee

• Finance Committe

  • 2007 - 2010

  Helped guide the management and investment of $1.2 million fund. Set long-term investment goals by articulating the need to diversify. Helped guide the management and investment of $1.2 million fund. Set long-term investment goals by articulating the need to diversify.



Boulder Valley Women's Health Center

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Treasurer

  • 2006 - 2009

  Oversaw finances of a locally-run clinic providing reproductive and sexual health care to adults and teens at affordable prices. While there, the clinic won the largest grant in its history. Oversaw finances of a locally-run clinic providing reproductive and sexual health care to adults and teens at affordable prices. While there, the clinic won the largest grant in its history.



Newham Sixth Form College (NewVIc)

• United Kingdom
• Higher Education
• 100 - 200 Employee

• Governor

  • 2005 - 2007

  With more than 2,500 full-time diverse and first-generation college bound students, NewVic is London’s largest sixth form college offering a wide range of subjects and courses from specialist A-level pathways to advanced, intermediate and foundation level vocational courses. Guided allocation of resources to support programming and growth. With more than 2,500 full-time diverse and first-generation college bound students, NewVic is London’s largest sixth form college offering a wide range of subjects and courses from specialist A-level pathways to advanced, intermediate and foundation level vocational courses. Guided allocation of resources to support programming and growth.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Executive Director

  • 2003 - 2007

  Executive Director, Investment Management. As a senior member of the investment team shared responsibility for running long-only, tightly concentrated global equity and US-only strategies with $10 billion under management. Managed an $8 billion fund raising campaign, client development and investor relations. Formed a partnership with an Australian bank and raised over $500 million in that market. Moved to Boulder to grow US strategy to over $100 million.

• Vice President

  • 1998 - 2003

  Investment Banking, Corporate Finance. Responsible for due diligence on companies brought to market. Transactions included IPOs, secondary equity offerings and block trades. Spearheaded efforts to recruit from Dartmouth. Head of Dartmouth recruiting team.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • 1996 - 1998

  Private Finance (New York): Worked with senior bankers on all aspects of private transactions. Emerging Markets Capital Markets (London): Responsible for coverage of the Baltics, Poland and Romania. Private Finance (New York): Worked with senior bankers on all aspects of private transactions. Emerging Markets Capital Markets (London): Responsible for coverage of the Baltics, Poland and Romania.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Summer Associate

  • 1995 - 1995

  Debt Capital Markets Debt Capital Markets



Cambridge Associates

• United States
• Financial Services
• 700 & Above Employee

• Senior Private Equity Analyst

  • 1991 - 1994

  Responsible for advising clients on alternative investment strategies for their endowments, pension plans and foundations Responsible for advising clients on alternative investment strategies for their endowments, pension plans and foundations



Linden Borad of Education

• Linden, NJ

• Bilingual Teacher

  • 1990 - 1991

  Won Geraldine Dodge Teaching Fellowship. Taught Mathematics and English to Polish youngsters in grades K-5 and ESL to older students as part of Linden GED Program. Worked in a diverse school with high drop out and poverty rates. Designed curriculum for math, Language Arts and ESL. Won Geraldine Dodge Teaching Fellowship. Taught Mathematics and English to Polish youngsters in grades K-5 and ESL to older students as part of Linden GED Program. Worked in a diverse school with high drop out and poverty rates. Designed curriculum for math, Language Arts and ESL.



Shearman & Sterling LLP

• United States
• Law Practice
• 700 & Above Employee

• Litigation Paralegal

  • 1989 - 1990

  Liaison between the firm and German litigation clients. Managed a team of paralegals. Liaison between the firm and German litigation clients. Managed a team of paralegals.