New York, New York, United States
Mission-oriented leader with 10+ years of experience spanning both public and private sectors with a passion for driving social change. Deep knowledge and experience in Finance, including Sustainable and Impact Investing, Operations and Development. Specialized skills include: risk management, systems building, due diligence, portfolio management, grant writing and non-profit fundraising.
The UNICEF USA Bridge Fund is an impact investing tool created to bridge the financing gaps that arise between when a financial commitment is made and the cash is secured. This allows UNICEF to accelerate the purchase and delivery of vital health, educational and other essential supplies, prevent interruption of programmatic activity stalled by a lag in receipt of funds, and optimize purchasing terms from reliable manufacturers with cash up front. The Bridge Fund is listed in the Impact Assets 50 curated list of fund managers and strives to drive success for the Sustainable Development Goals of 2030. - Lead underwriting and due diligence process for all transactions including nongovernmental and multilateral organizations and various programs - Oversee investor relations and communications strategy creating quarterly financial reports and various engagement opportunities
• Raised $10MM in philanthropic revenue in 2.5 years as part of a 4-person development team to support 115 FTEs, 2,200 students, and $14MM in operating expenses (that doubled in 2 years). • Project-managed systems overhaul to develop data infrastructure, streamline reporting, and manage workflow of Development team and Chief Executive Officer. Efficiencies gained allowed team to maintain cost-per-dollar raised under 15%, below industry average. • Led Board of Engineers, a group of 65 NYC professionals, to raise 60% more revenue and increase membership by 62%. • Managed a portfolio of 90 prospects and donors, partnering with the CEO to create meaningful, intentional engagement opportunities that nurture a loyal, inspired donor base. • Managed full grant proposal process to secure $650K from competitive funders such as Robin Hood.
Provide transparency and analysis into the global clearance spend of the firm.
Prepare documentation, including portfolio updates, ad hoc legal notices and master confirmations for a wide range of Total Return Swap transactions and act as a liason between Sales, Trading and Legal.
Account manager for a diverse range of external clients ensuring all CDS transactions are confirmed compliant with industry standard. Educated clients on Credit Derivative Industry initiatives - Standarization, Credit Event protocols and DTCC requirements. -Revamped the Operations client experience by re-inventing our Client Outreach team. Created the revised presentation, recruited various subject matter experts and facilitated 13 client visits while lead. Functional Knowledge Areas - -ISDA Master Agreement -Big Bang / Small Bang Protocols -Credit Support Annex - CSA - interpretation -FED Regulations in the OTC Derivatives space