Experience
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2022 - Present
Sacred Futures is an advisory and innovation practice guiding businesses and leaders in attuning to nature's wisdom for building a regenerative economy. -
2018 - 2023
As a Director of the Turner-Agassi Funds, I led the origination, structuring, investment and management of investment capital totaling $476 million of project value for charter school operators in the West and Midwest regions. The social impact created from projects I was involved in was 64 schools and over 32,000 seats across the family of Turner-Agassi Funds. From Investment Associate to Director, I was engaged in the new business development and relationship management, sourcing and structuring of debt financing for the development projects, research and analyses for presenting investment opportunities to the Investment Committee, asset-level cash flow management and investor reporting. I led the training and management of asset management and investment analysts and associates. -
2019 -2021
Soffli by SeoulofSkin is a legacy clean skincare beauty brand launched in Los Angeles in production from 2019 through 2021. During its life, I collaborated as a founding member, product model and contributing writer, developing content related to clean and healthy eating, mindfulness, and other related skincare topics. -
2013 - 2017
During my tenure at KeyBanc Capital Markets, I honed my expertise in finance across diverse sectors. I managed a $134 million portfolio of high-leverage, private-equity owned companies, where I developed strong relationships with CFOs and finance teams. My role involved conducting portfolio management, in-depth financial due diligence, credit analysis and risk management. I analyzed portfolio health through stress testing and forecasting, providing strategic financing alternatives to support client growth. In the Utilities, Power and Renewable Energy Capital Markets division, I expanded into new markets such as distributed solar projects and natural gas plants, building financial models and preparing transaction materials. I contributed to a white paper on distributed solar opportunities, collaborating across teams including Derivatives, Equity Capital Markets, and M&A.
Advisory Roles
Potlikker Capital, Investment Committee Chair
Fibers Fund, Investment Committee Member
Community Alliance with Family Farmers, Board Member, Policy Committee Member
Space On Space Magazine, Higher Council Member
Turner MBA Impact Investing Network and Training, Mentor and Judge
Rainsong Ministries, Board Member
At the Birdhouse, Advisor (2019-2020)
Articles, Publications & Media
Articles
Nonprofit Quarterly Interview - Pathways to Democratic Business: What Two Co-op Networks Can Teach Us
Resilience.Org - A Small Town’s Comeback: How The Industrial Commons Leveraged Local Assets for Rural Economic Development
Assets in Common - The Function of Money
Assets in Common - The Keiretsu Comeback
Shareable.Net - Assets in Common: Opportunities for Action
Shareable.Net - Assets in Common: Leaders in Collaborative Business and Shared Ownership
Shareable.Net - Assets in Common: Will Anytown, USA become a ghost town?
Fibershed - Investing in a Regenerative Future: Conversation with Charity May
Smiley Movement - We Need to Bring Reverence and Honor to the Living World
Publications
Assets in Common: Stories of Business and Community Leaders Remaking the Economy from the Ground Up - get the book!
Media
Education
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B.S. Management, B.A. International Studies at Case Western Reserve University (2013)
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Series 79 and 63 (2013-2018)
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Biomimicry Basics at Biomimicry for Creative Innovation (2017)
Kiss the Ground Soil Advocate Training (2019)
Permaculture Design at The Permaculture Academy (2019)
Design Sprint Masterclass at AJ&Smart (2021)
Regenerative Economics at Capital Institute (2022)
UX Design at Google (2022)
Center for Regenerative Agriculture and Resilient Systems at CSU Chico (2022 - 2023)