Education
University of California, Berkeley, Haas School of Business
MBA, 1999-01-01 - 2001-01-01University of California, Berkeley
AB, Applied Mathematics 1987-01-01 - 1991-01-01Work Experience
LENDonate, Inc.
Current
LENDonate, Inc.
Aeris Insight Inc.
Current
Aeris Insight Inc.
How Women Lead
Current
How Women Lead
Los Altos Mountain View Community Foundation
2021-07-01 - 2024-06-01
Los Altos Mountain View Community Foundation
ASYMmetric ETFs
2021-01-01 - 2023-10-01
ASYMmetric ETFs
U.S. Trust
2012-09-01 - 2015-08-01
U.S. Trust
Charles Schwab
2004-08-01 - 2011-08-01
Charles Schwab
American Century Investments
1997-08-01 - 2004-08-01
American Century Investments
MSCI Inc.
1993-04-01 - 1997-08-01
MSCI Inc.
Skills
Summary
I am a social entrepreneur who is passionate about creating financial solutions that bring investors, donors, and nonprofit leaders together for a better world. With decades of experience in the financial sector, encompassing investment management, risk modeling, and private banking, I aligned my work, time, and wealth through a social impact lens. I started LENDonate, Inc. to build a more collaborative financial ecosystem for the nonprofit social sector and to provide investors with a direct way to expand their scope of impact. Outside of work, I am on boards of organizations that support communities, women leaders, and investments that should be amplified.