| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
President & Chief Operating Officer |
Helios Exchange |
New York, NY |
Mar 2016–Present |
5 yrs 3 mos |
| 2 |
Board Member and Investor |
Helios Exchange |
|
Sep 2012–Present |
8 yrs 9 mos |
| 3 |
CEO |
Sorenson Impact |
Greater Salt Lake City Area |
Jun 2018–Jun 2019 |
1 yr 1 mo |
| 4 |
Chief Operating Officer |
JUST Capital |
Greater New York City Area |
Feb 2015–Feb 2016 |
1 yr 1 mo |
| 5 |
Co-Founder; Executive Director, Head of Product Development - ESG Research |
MSCI Inc. |
New York, NY |
Oct 1998–Feb 2015 |
16 yrs 5 mos |
| 6 |
Co-Founder, President and Chief Operating Officer |
Innovest Strategic Value Advisors |
|
Oct 1998–Mar 2009 |
10 yrs 6 mos |
| 7 |
Principal Transactions Group |
Lehman Brothers Inc. |
|
1996–1998 |
2 yrs |
| 8 |
Vice President |
JPMorgan Chase |
|
1990–1996 |
6 yrs |
| 9 |
Senior Portfolio Manager |
Lincoln Realty Capital |
|
1988–1989 |
1 yr |
| 10 |
Portfolio Manager |
Redesco, Inc. |
|
1986–1988 |
2 yrs |