Education
Saïd Business School, University of Oxford
MBA, Finance and Social Entrepreneurship -University of California, Berkeley
BA, Political Science -Sacramento City College
Associate of Arts - AA, Mathematics, Science & Engineering - Social Science -Work Experience
Various
Current
Various
The Weal Life Company
2015-01-01 - 2024-03-01
The Weal Life Company
Oasis Fund / Bamboo Finance
2007-09-01 - 2015-06-01
Oasis Fund / Bamboo Finance
CareCross Health
2010-01-01 - 2015-05-01
CareCross Health
Incandescent
2014-05-01 - 2014-11-01
Incandescent
Triodos Bank
2005-01-01 - 2005-12-01
Triodos Bank
Skoll Foundation
2001-03-01 - 2004-06-01
Skoll Foundation
Skills
Summary
"I build meaningful things. I'm serious with a smile, empathetic with a goal and flexible with a spine. My ideas influence. My teams cohere. My ventures scale. Joy fuels me." >> Global executive leader of private equity impact investing, commercial fund management, start-up ventures, and philanthropic initiatives that create more equitable futures through stronger communities. Foundation in complex impact investment strategy and structure management, program management, product development, and business expansion. Balances long-term strategy with immediate project execution. Highly networked, prolific partnership facilitator and team builder. Board member and advisor to startup and established organizations working to transform societal systems in the interest of sustainable joy and connection. AREAS OF EXPERTISE: Leadership: Corporate Strategy | Global Cross-Functional Teams | Operations & Fiscal Management | Adaptive Leadership Organizational Development | Stakeholder Engagement | Strategic Vision | Process Improvement | Governance Business Development: Strategic Partnerships | Investor Relations | Negotiation | Contract Management | Due Diligence | Global Business Expansion | LP Fundraising | Deal Structure | Valuation | Business Startup & Launch | M&A | Community Engagement Social Innovation: Emerging Markets | Philanthropy | Community Development | Financial Institutions (CDFI) | Sustainability Systems Thinking | Environmental, Social, Governance (ESG) | Impact Performance | Financial Inclusion | Health Technology | Sustainable Development Goals | Corporate Responsibility Financial/Investment Services: Family Office UHNW | Foundations | Risk Capital Funds | Portfolio Management | Investment Management | Private Equity Funds | Limited Partnerships (LPs) | Net Asset Value (NAV) | New Fund Design/Distribution | Fund Operations/Administration | Risk Assessment | Syndicate Financing Models | Product Development | Impact Investing | Capital Strategies