• Led account growth strategy planning for Pilot's largest client including project portfolio management, reporting, & sales.
• Co-led the company commercialization team providing growth strategy to clients looking to bring pilot projects to market
• Managed account performance reporting & internal account resource planning to provide clear forecasting plan
• Led C-Suite client relationship management including weekly portfolio calls, developing client reports, & sales meetings
• Led individual project planning, management, reporting, resourcing & budget tracking for multiple innovation pilots in CPG

• Managed a portfolio of pilot projects giving strategic guidance to multiple teams and hosting collaborative workshops.
• Led high-complexity pilots for fortune 500 CPG clients including discovery research, pilot design & in-market activation.
• Created disruption reports for CPG clients to educate them on risk & growth opportunities
• Developed research reports on leading sustainability trends including carbon accounting, battery storage, & packaging.
• Led multiple workshops with Corporate VC & R&D teams on disruptive climate tech in energy, chemicals & CPG industries

• Created cost effective repurposing & recycling solutions for client off-spec & obsolete inventory
• Designed supply chain logistics strategy for material flow between product manufacturers and recycling plant partners
• Sourced new clients through email, phone, & social media marketing campaigns
• Redesigned company branding including website, logo, & distribution material
• Supported clients with aligning to the CDP & SBTi guidelines.

• Built 10-person business development team, managing client outreach, engagement, marketing & sales
• Managed all client & perspective client relationships, company CRM, Oversaw entire team sales pipeline
• Increased firms AUM 38% in 9 months by leading sales meetings with prospective clients (Foundations, Endowments, FO's)
• Created business development plan, email marketing campaigns & distribution templates for sales team
• Led public events team & represented firm at impact investing conferences

• Created company-wide research strategy guide to improve efficiency of analyst onboarding & streamline research
• Developed internal report tracking infrastructure for analysts to conduct research on an evergreen basis
• Co-led the re-development of the firm's ESG investing research strategy
• Led qualitative ESG research for Consumer Discretionary, Energy, and Utilities sectors
• Built thematic research models to document, score, & rank companies on ESG performance & biodiversity impact
• Engaged in multi-stakeholder shareholder advocacy initiatives targeting the decarbonization of the energy industry

• Conducted legislative research on funding gaps for technologically innovative agriculture research methods
• Conducted quantitative research to determine greenhouse gas emission reductions from a newly introduced bill
• Summarized daily updates of energy-related bills, attended daily legislative sessions, & created timely reports

• Conducted development site research & analyzed ecological system reports to create site briefings for clients
• Used Adobe-InDesign & Bluebeam to generate development site presentations that highlight key sustainability features
• Advised clients on appropriate sustainable design features applicable to their project site