Certifications
CFAChartered Financial Analyst
Series 16
Series 24
Series 63
Series 7
Series 87
Sector Experience
Energy
Industrials
Manufacturing
Retail
Experience
ESG Consultant
Management Consulting
Independent Consultant
1/2017 - Present
I am engaged in sustainability research and capital raising with investors, corporates, and private equity funds. My area of expertise is focused around climate change.
The Nature Conservancy
Finance
Director, Impact Investments
10/2015 - 12/2018
Led climate change impact investment work for a global environmental non-profit. The group executed over $200 million of impact transactions. Responsible for developing investment pipeline and pitching to potential donors and impact investors.
UBS Securities LLC
Finance
Executive Director
1/2014 - 10/2014
Lead equity research analyst on North American metals & mining team. Coverage included primarily iron ore and coal.
CRT Capital Group
Finance
Managing Director
5/2011 - 4/2013
Lead equity and credit research analyst covering metals, mining and coal.
Other equity research
Finance
Lead Analyst
1/1999 - 1/2011
Covers equity research roles at Citigroup and Bank of America Merrill Lynch