| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Senior Portfolio Manager / Head of Social Impact Investing |
Wells Fargo Private Bank |
San Francisco Bay Area |
Jul 2016–Present |
4 yrs 11 mos |
| 2 |
Member, SASB Standards Board |
SASB – Sustainability Accounting Standards Board |
San Francisco Bay Area |
May 2017–Present |
4 yrs 1 mo |
| 3 |
Visiting Scholar |
Northwestern University - Kellogg School of Management |
|
May 2020–Present |
1 yr 1 mo |
| 4 |
Lecturer |
Haas School of Business |
San Francisco Bay Area |
Sep 2006–Apr 2020 |
13 yrs 8 mos |
| 5 |
Chief Investment Officer |
Nelson Capital Management, Wells Fargo |
San Francisco Bay Area |
May 2004–Jun 2016 |
12 yrs 2 mos |
| 6 |
Lecturer |
Santa Clara University |
|
Mar 2007–May 2013 |
6 yrs 3 mos |
| 7 |
Analyst and Director of Quantitative Research |
Harris Bretall Sullivan & Smith |
San Francisco Bay Area |
Mar 1995–May 2004 |
9 yrs 3 mos |
| 8 |
Sr. Research Analyst |
KLD Research & Analytics |
Greater Boston Area |
Aug 1989–Mar 1995 |
5 yrs 8 mos |
| 9 |
Analyst |
Keane, Inc. |
Greater Boston Area |
1984–1989 |
5 yrs |