*Deliver financial management, strategic and business planning and implementation, and research services to clients in the social and private sectors; solo practitioner
*Increase clients’ operating agility, financial acumen and resources to accelerate results for their projects, programs and businesses
*In practice in 2015 as well

*Delivered strategic frameworks, capacity building plans, and program and market assessments to support growth and funding for nonprofits operating in NYC and nationally
*Produced implementation plans and financial projections for strategic and capacity building plans
*Gained stakeholder support for client programs and strategic initiatives
*Led teams in delivery of 6-9 month projects
*Contributed to new client development through sales calls and proposal writing

Corporate and Foundation Relations Manager (July 2013 – December 2014)
*Generated new donor relationships and donor funded initiatives
*Structured grant funded programs in coordination with field based program staff
*Led relationship stewardship and grant management activities for corporate and foundation donors
Strategic Initiatives Consultant (January 2013 – April 2013)

*Produced industry best practices study for the National Examination Program
*Subcontractor on Booz Allen Hamilton team

*Increased research coverage of investment grade companies in the consumer products and retail industry sectors
*Generated investment recommendations for institutional clients and teamed with traders and salesforce to generate profitable trading of corporate bonds and credit default swaps

Program Manager
*Awarded grants to, and managed teams of volunteers engaged in consulting projects for, 40+ NYC based nonprofits
*Increased the number of volunteer consultants trained to engage in nonprofit consulting projects
Strategy Fellow & AmeriCorps VISTA
*Optimized strategy for new product and existing program initiatives through market research and evaluation of operations and financial implications

*Expanded breadth of research coverage for institutional corporate bond portfolios and other investment structures with a focus on the retail and consumer products sectors
*Generated profitable investment recommendations for portfolio holdings

*Delivered profitable investment recommendations for institutional high yield and investment grade corporate bond portfolios
*Grew analyst talent as co-head of high yield research team