Certifications

CFAChartered Financial Analyst
Series 16
Series 24
Series 63
Series 7
Series 87

Sector Experience

Retail
Manufacturing
Energy
Industrials
24
years

Years of Experience

1/20

Member Since


Experience

 
ESG Consultant Management Consulting
Independent Consultant
01/2017 - 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
01/2014 - 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
05/2011 - 04/2013
Lead equity and credit research analyst covering metals, mining and coal.

Other equity research Finance
Lead Analyst
01/1999 - 01/2011
Covers equity research roles at Citigroup and Bank of America Merrill Lynch