Invests in
Locations:
Min Investment:
$25,000.00Max Investment:
$1,000,000.00Target Investment:
$512,500.00
Skills
Education
Lists including Dipti
Work Experience
2019
Managing Director, Global Membership
2023
Develop and manage global membership retention and growth strategy Lead a team of relationship managers and member operation associates to meet revenue goals in alignment with the organization’s strategic plan Manage P&L responsibility for the Membership line of business Represent organization as a thought leader in the ecosystem as a speaker, panelist and judge Lead Gender and Racial Equity, Latin America and Family Office Working Groups and Toniic’s book club Design and build relevant and dynamic content for a wide range of member events. Facilitate highly interactive events for members. Co-lead organization’s fundraising strategy alongside CEO Lead and develop partnerships to increase impact outcomes in ecosystem and to meet revenue targets Successfully managing an existing portfolio of 96 member accounts while bringing in 48% of organization’s new members YTD in 2024 and 35% of total new members in 2023.
Head of Americas
2022
Develop & implement the regional strategy for achieving net membership growth Manage the Americas budget for financial success Manage regional membership team including hiring, engagement, development, retention and performance management Engage new individuals in a journey of impact investing Serve as relationship manager for a broad portfolio of impact investors Develop regional event strategy & oversee its successful execution Maintain a high level of data integrity through shared systems, including Salesforce Develop relationships with strategic external partners, donors and sponsors Represent Toniic at meetings (both Toniic meetings & external conferences) Contribute to global & regional marketing strategies Lead organization’s global DEI efforts
Co-Head, Americas
2022 - 2022
Manage membership and all aspects of strategy in the Americas Guide the activities of the organization with a deep emphasis on the Americas Manage regional membership operations and the regional membership team Identify and close fundraising and sponsorship opportunities Lead the program and service development and delivery for member engagement
Director
2019 - 2022
Partner with impact investors representing HNI, Family Offices and Foundations on their investment thesis Scale organization's community of impact investors in Latin America and North America Foster and manage relationships with strategic partners Secured foundation monies and launched organization's first match campaign Lead DEI efforts to increase diversity and equity in impact investing ecosystem, within organization and at BOD level Created and lead Family Office Working Group for 100+ Family Offices Built Covid-19 rapid response fund resulting in 100k+ in philanthropic capital Serve as spokesperson and facilitator at external and organizational events Teach modules of impact investing curriculum Invited to Board's Governance Committee Co-created Investing in Africa Working Group
2017
Board Member and Advisor
2017
Focusing on creating the infrastructure, vision and mission to scale Tarlton Foundation from an organic philanthropic initiative into an independent corporate foundation focused on the Bay Area community, supporting cancer research and innovation and the environment.
2019 - 2022
Venture Partner
2019 - 2022
Investing in exceptional founders on the West Coast working on shaping industries for the better on behalf of the NZ/HK based fund Aera. Aera VC focuses on ventures improving society or the environment with transformative technology or business models, like portfolio companies: Shiok Meats, Solugen, For Days, Wild Earth, Andela, Kinvolved, News Deeply, Goodworld, Eat My Lunch and Maths Pathway.
2016 - 2017
Vice President
2016 - 2017
Engaged and guided individual philanthropists to build their theory of change with their philanthropic resources. Duties included setting strategy for the organization alongside other executives, overseeing the West Coast office and membership, running marketing, business development, alliances and partnerships for the organization. Oversaw West Coast office of TPW representing a critical mass of organization's membership Craft and contributed to strategic vision of organization Maintained, secured and built global partnerships to grow TPW’s reach Focused on expanding sales and business development efforts for the organization to increase social impact globally Ran marketing and branding efforts to build the organization’s presence in the philanthropic sector Supported and connected with members on their innovative and strategic philanthropic efforts Delivered TPW strategic frameworks and educational experience to TPW members
2014 - 2016
Founding Executive Director
2014 - 2016
Built and activated a global movement of corporate social impact within high growth companies in partnership with founders and leadership of Atlassian, Rally and Salesforce. Responsible for a global roll out of the movement, closing new pledges and helping companies design their pledge commitment as well as the design of an organizational structure to support the movement. Delivered on goal to engage 500 companies in movement (engaged over 700) Built relationships with over 40 tier one venture capital firms to integrate impact into their firms and portfolio companies Created strategy of social impact programs for companies within network Engaged 30+ channel partners to grow movement and build our organization's pipeline Represented Pledge 1% as a thought leader at global events Designed 100+ resources to support the creation of companies’ social impact programs Secured funding to manage budget of the organization Launched movement globally to enlist pledges in 20+ countries Built relationships with founders to execute against funders goals Partnered with founders’ PR teams to spotlight movement in media Built social media presence for the movement
2014 - 2015
Vice President
2014 - 2015
Built out and contributed to the business development efforts. Duties included leading and managing strategic alliances, identifying channel partners and marketing. Successfully built and executed company’s marketing plan to come out of stealth mode Designed company website, initial press releases and sales decks Managed a sales pipeline and closed retail brands such as Cole Haan and Lucy Maintained strategic alliance relationships with key providers in the payment space Built a product donation program as part of new sales vertical for company
2012 - 2014
Marketing Director
2012 - 2014
To position SVCF as a leader in corporate social impact. Duties included serving as the marketing partner for the development and corporate responsibility departments to identify and articulate the organization, key partners and companies’ stories of social impact. Oversaw brand integration of Entrepreneurs Foundation into SVCF Maintained and grew Entrepreneurs’ Foundation of SVCF brand, social media efforts and online presence Positioned SVCF as a leader in corporate social responsibility through storytelling, social media, media relations, CSR newsletter and marketing collateral Co-created and launched first corporate social impact programs for organization Partnered with corporate philanthropy managers to identify, market and celebrate impact of corporate partners Partnered with development department to identify and execute marketing efforts to ensure revenue goals were met Developed executive communications for key executives including CEO Participated in scholarship committee to vet recipients for SVCF scholarships Served as marketing lead on Silicon Valley Common Core Initiative on marketing strategy, brand identify, positioning and media relations Acted as marketing lead on key partnerships resulting in overall growth for organization Crafted social media strategy for client corporate responsibility programs Contributed to SVCF’s website, media relations, publications, strategic marketing and branding efforts
2002 - 2012
Marketing Director
2002 - 2012
Managed relationships with clients, partners and vendors. Developed relationships with key stakeholders to enhance EF’s brand while contributing to the overall Corporate Social Responsibility (CSR) movement. Directed all web exposure and social media efforts. Represented EF as marketing and business development leader. Grew relationships with venture capitalists, entrepreneurs and service providers to ensure EF’s private company sales goals were achieved Built pipeline and closed new business resulting in increased revenue and new clients Created strategic partnerships and relationships with key partners to enhance offering Identified, closed and retained sponsorships for organization Developed EF’s brand globally through thought leadership, speaking engagements, media and partner relationships. Represented EF as a knowledge expert on CSR at numerous conferences Built EF’s social media and website efforts positioning organization as a thought leader Developed an open source on line social impact knowledge base Advised client companies on the creation and management of their CSR initiatives Managed organization’s events including annual awards reception and thought leadership forums resulting in pipeline development
2000 - 2002
Business Development
2000 - 2002
Served in the business development team helping to contribute to and support the overall business development goals of the organization. Supported business development executives Researched potential partners for deal development Acted as key member in creating design and editing content for external website Wrote and edited marketing materials