Manager of Strategic Planning and Capital Allocation

• Oct 2019 - Present

Parker Ranch, now run by a charitable trust, was founded in 1847 and is one of the oldest and largest ranches in the United States spreading across approximately 130,000 acres on Hawai`i Island. The ranch is the second largest private landowner in the state of Hawai`i. The beneficiaries of the Parker Ranch Foundation Trust include Hawai`i Preparatory Academy, Parker School, North Hawai`i Community Hospital, and Hawai`i Community Foundation. -Spearhead the company's strategic planning functions to produce and update long-range plans for generating compelling and competitive returns on assets for the Trust -Evaluate the merits of new and emerging concepts for exploration and development within thematic areas of large-scale alternative land use, community development, and diversified agriculture to cultivate value for the Trust and its beneficiaries -Develop and maintain long-range capital plans and priorities to finance growth initiatives and long-term investments related to strategy execution -Execute investment opportunities, strategic partnerships, and joint ventures that have been thoroughly vetted -Present data driven insights and recommendations to the Trustees and board of directors -Report to CEO Show less

Senior Associate, Investments & Analytics

• May 2019 - Oct 2019

Ulupono Initiative (Ulupono) is an impact investment firm focusing on sustaining Hawai‘i through large-scale for-profit and non-profit investments that produce more local food; increase clean, renewable energy; and reduce waste. Ulupono aims to play a catalytic role with its investments, typically focusing on several investments each year of $1 million to $3 million in key mission-focused projects. The company works closely with its investees to help them achieve their goals, seeking a governance role where appropriate. eBay founder Pierre Omidyar and his wife Pam established Ulupono Initiative in 2009 based on their conviction that every person has the power to make a difference.-Direct private equity and debt investments in seed, venture and growth stage companies; agriculture, energy, and technology sectors-Responsible for sourcing investments, negotiating term sheets, leading due diligence, and presenting recommendations to the investment committee-Managed post-close portfolio execution, including day-day interaction with portfolio management teams-Portfolio companies include Hawaii Seawater Air Conditioning, Carbon Lighthouse, Freewire Technologies, Blue Ocean Mariculture, Paniolo Cattle Company, Ibis Technologies, EverCharge Show less

Associate, Investments

• Nov 2015 - May 2019

Advisory Board Member

• Sep 2016 - Oct 2019

-Advise manager and board members primarily on financial, budgeting, and accounting decisions -Advise manager and board members primarily on financial, budgeting, and accounting decisions

Manager, Audit

• Sep 2008 - Oct 2015

-Led and supported audits of ten 10K filings and reviews of nineteen 10Q filings -Public clients: Territorial Savings Bank (TBNK), Emulex Corporation (ELX), Beckman Coulter (BEC), Mazda Motor Corp. (TYO: 7261) -Private clients: Queen's Health Systems, Parker Ranch, Punahou, University of Hawaii Foundation, Honolulu Museum of Art -Primary industries included financial services (banking), life sciences, tech manufacturing -Secondary industries included alternative investments, real estate, non-profits, automotive -Worked in the Orange Country, CA. office for three years before transferring to the Honolulu, HI. office -National instructor for the firm's training programs -Promoted to senior associate in 2010 and manager in 2014 Show less