EXECUTIVE EXPERIENCE

My advisory work is grounded in 16+ years of executive responsibility across programs, budgets, governance, partnerships, and teams.

Highlights

  • Scaled international social-impact programming in Latin America from ~$1M to $4.7M annual spend (2021–2024)

  • Managed operating budgets of ~$20K–$100K/month and approved program budgets while monitoring burn rate, risk, and compliance

  • Supported fundraising of $3M+ over 3 years, including $1M+ secured for project under Neo Philanthropy

  • Built a portfolio-management and federal-compliance system for 50+ distressed SBA-backed loans ($20K–$1Meach), supporting recovery of ~$3M–$5M (2011-2014)

  • Reported directly to nonprofit boards on strategy, budgets, risk, compliance, and outcomes; advised through organizational transition and cross-border governance

  • Oversaw program scaling from 4 to 50 communities to engagement with 400+ community members; led/oversaw ~20 functional leaders within a ~40-person multidisciplinary structure

  • Worked across ~10 Indigenous nations and with foundations, universities, nonprofits, and business leaders to build durable partnerships

What I bring

  • Financial stewardship + strategy alignment: budgets as a tool for execution

  • Governance and ethical clarity: decision rights, accountability, and readiness to scale

  • Operational discipline: whole performance measurements, course correction, and risk management

  • Executive communication: board reporting, proposals, assessments, and implementation frameworks

CASE STUDIES

  • Distressed federal loan portfolio recovery

    • Led: Built the portfolio-management + compliance/recovery system for 50+ SBA-backed loans ($20K–$1M)

    • Contributed to: Collaboration with SBA and recovery of ~$3M–$5M

  • Certified curricula + leadership development (bi-national teams)

    • Led: Designed and launched certified leadership curricula for bi‑national teams, addressing language, power dynamics, and communication norms

    • Built: Modular tracks (communication, code‑switching, feedback/conflict, self‑awareness) for onboarding and ongoing development

    • Implemented/Result: Train‑the‑trainer + assessments, improving cross‑border collaboration, clarity, and team culture

  • Governance + funding readiness

    • Led: Governance/financial assessment of a multi-year stalled initiative (legal/ownership/contracts/structure)

    • Contributed to: Board recommendations, proposal development, and donor relationship-building leading to $1M+commitment

  • Scaling an international social-impact program (Ecuador)

    • Led: Executive oversight as annual spend grew from ~$1M to $4.7M (2021–2024); managed monthly budgets up to ~$100K

    • Oversaw:~20 functional leads within a ~40-person structure; expansion from 15–25 communities to 400+members engaged

    • Contributed to:$3M+ in philanthropic support; board reporting, compliance, and transition/contingency planning

Contact

Selected Organizations

  • The Grow America Fund; National Development Council

  • The Andes Amazon Conservancy

  • “Indigenous Commons Project”

  • Socio X, Bridget de Socio

  • Indigenous Knowledge Systems Labs; Deakin University

    • Dr. Tyson Yunkaporta

  • Emergence Magazine

  • Vertias Prep Academy

  • The Hartsbrook School

  • Private Advisory Clients

Due to the confidential nature of my work I maintain a deliberately limited public profile and rely on direct professional networks and referrals.