• Sullivan & Cromwell, Hunton & Williams, NERA: Prepared expert witness reports in securities litigation specific to operational risk, due diligence and fraud within the hedge fund industry (Madoff). Provided research and analyses, reviewed key analyses from staff, drafted and reviewed expert witness reports for submission to U.S. and Spanish courts
• Oliver Wyman Group: Corporate and Institutional Banking with a focus on sales & trading/hedge funds.

(refer to resume for more)

• Works closely with COO to provide financial control, financial planning and analysis, and develop all financial-related middle and back-office infrastructure of $1.0 billion public investment manager;
• Lead strategic review and business planning, including development and presentation of 10-year financial forecast/pro-forma, to inform various strategic senior management decisions including staffing, infrastructure development and portfolio pricing for fiscal years ended 2014, 2015 and 2016

• Led fundraising efforts for North American office across corporate and philanthropic sources;
• Developed relationships with NGOs, corporate sustainability offices, corporate and family foundations;
• Ensured delivery of partnerships including those related to special projects, sponsorships and grants;
• Authored thought leadership and research with partners including McKinsey & Company,
Sustainable Insight Capital Management; World Wildlife Foundation

Sales & Trading Associate, Environmental Markets
• Executed sales and marketing strategy in carbon and REC markets within North America (US & Canada)
• Developed environmental market relationships across power, oil & gas, corporate sectors
• Marketed voluntary carbon offsets (JPMorgan ClimateCare), structured and derivative transactions in compliance markets (e.g., RGGI, REC markets)
• Conducted policy, emissions and financial research and analysis

(please refer to resume for more)

• Led project management of advisory and litigation work
• Specialized in energy risk, hedge fund advisory and operational risk management projects
• Performed strategic hedge fund client reviews in Commodity, Fixed Income, Credit and Emerging Markets by conducting face-to-face interviews with hedge fund managers, globally
• Benchmarked operational risk management practices for financial services firms, globally

(please refer to resume for more)