Program Management Policies & Procedures Development Carbon Footprinting Net-Zero Management DEI Baselining and Training Portfolio Performance Assessment Reporting (UN PRI, TCFD, SFDR) Marketing and Disclosures Review Portfolio Monitoring - ACA Vantage for ESG Portfolio ESG Risk Monitoring – Private and Public Investors Annual Portfolio Carbon Footprinting Annual Portfolio Climate Risk Analysis Portfolio Testing Disclosure Verification Principles for Responsible Investment (UN PRI) – Report Readiness and Assurance Annual ESG Compliance Review

Experience

• Spearheaded the development and market launch of innovative climate technology and impact products. • Successfully managed the deployment of scalable climate tech solutions, including “Homegrown”, connecting consumers to local sustainable produce from farmers using regenerative agricultural practices, improving operational efficiency by 30%. • Directed Northwestern University, Kellogg School of Management's annual Energy and Sustainability case competition. • Lead volunteer of Rocky Mountain MicroFinance Institute, Silicon Valley community foundation and Second Harvest, and Climatebase. Partnered with 14 clients across growth stages to deliver strategic ESG solutions and operational improvements. • Project managed advisory engagements with venture capital, private equity, and hedge funds with a combined AUM of $498.7B on ESG sustainable operational and investment strategies. • Mitigated $1.5B in potential ESG risk costs through insights found during pre-acquisition due diligence research. • Pioneered ESG monitoring assessments, integrated ESG data into automated SaaS platform, increasing data management efficiency by 110% and reducing operational costs by 45% at firms including Bain Capital, LLR, Parnassus, and Knox Lane. • Led cross-functional teams comprised of investment, investor relations and HR to streamline ESG data for annual reporting. • Employed advanced financial modeling and predictive analytics to evaluate ESG financial impacts, achieving a 45% cost savings via data-driven optimizations for tech-focused executive team operations. • Launched company-wide Women’s employee resource group; awarded employee of the month and quarter for leading the group’s inaugural newsletter launch showcasing accomplishments of female-identifying employees. Senior Analyst, ESG Advisory and Compliance, Denver, CO, June 2021- June 2022 • Developed and implemented data-drive strategies to optimize regulatory compliance processes, improving efficiency and cost-effectiveness across investment firms and portfolio companies. • Engaged with ESG rating agencies (MSCI, Sustainalytics), prioritizing rating entities and monitoring performance metrics. • Designed ESG strategy roadmap presentations in alignment with SASB, TCFD, GHG protocol, and GRI. • Managed SEC and ESG regulatory compliance programs encompassing financial disclosures, regulatory policies, procedures, filings, employee training, and regulatory examinations for registered investment advisors and portfolio companies. • Developed internal proprietary excel templates, elevating quarterly compliance program metrics, ensuring full compliance with SEC regulations, and driving internal efficiency surge of 145%. • Collaborated with client stakeholders to establish and integrate ESG goals across investment products. • Evaluated sustainability rankings from MSCI and Sustainalytics, providing actionable insights for investment companies.