Issuu on Google+

Caleb Stokes caleb@calebstokes.com 917.349.4101

OVERVIEW Carbon-Conscious Entrepreneur; Investment Bank Intrapreneur; Partnership Executive; Camp Director; Opera Singer. Experienced leader, facilitator, manager, articulator, and problem-solver. I connect people, workflows, and systems with humor and clarity.

PROFESSIONAL EXPERIENCE TEC Partners

Co-Founder, Partner

2016-Present

Co-founder of transformative carbon conscious real estate start-up. Co-creator of a unique investment platform that incentivizes carbon reduction. I lead TEC’s business development, product development, operations, and investor relations efforts. o o o o

Develop clear and consistent brand, align business strategy with company mission, create a coherent corporate message Evaluate business opportunities for operational soundness, provide robust risk management and brand integrity Originate and grow relationships with capital sources, investors, and energy efficiency experts, form strategic partnerships Create all external content including website, pitch decks, emails, and newsletters, grow company presence with investors

Lake Choconut Association

President, Partner

2009-Present

Chief executive of a family corporation that manages approximately 750 acres of land in rural Pennsylvania including vacation rentals, seasonal hunting leases, a summer camp property, and sustainably managed woodlands. President (2014-Present) o Develop cohesive vision for $8MM partnership with $40K/year budget allowing for long-term planning and budgeting o Led adoption of consensus based decision-making process, fostering a cooperative and participatory environment and optimizing engagement from family partners on two continents o Negotiate leases and contracts with tenants and vendors; maintained and deepened relationships with non-partner stakeholders Partner (2009-2014) o Led generational transition of family partnership, preserving expertise, minimizing burnout, and creating space for change o Mediated internal environmental and fiscal disputes, growing and preserving relationships among opinionated family partners

Morgan Stanley & Co, Inc.

Global Capital Markets

2006-2016

Rose from the bottom rung of global investment bank to develop, structure, and manage technology, operations, compliance, and risk processes, functioning as an in-house management consultant. Reported directly to the Global COO and CRO of the Global Capital Markets Division. Management Associate (2013-2016) ü Application Development Lead: Deal Document Repository § Maintained product integrity, facilitated agreement on requirements and priorities throughout the development process § Optimized use of shared resources and decommissioned legacy system, saving millions of dollars in development and infrastructure expenses ü Risk Management Lead: Dodd-Frank Voice Recording Regulation § Designed near-term solution that bridged ad hoc, poorly understood infrastructure, allowing for existing business lines to avoid regulatory violations § Coordinated development of voice recording risk management and reporting application that provided a flexible long-term solution capable of adapting to a volatile regulatory environment ü Policy Review Lead: AML/KYC, Separation of Duties, and Business Continuity § Structured and updated policies, operational plans, rules, and systems, optimizing and protecting existing business processes § Applied structure and implemented procedural clarity, strengthening divisional compliance profile ü Business Unit Information Security Officer § Managed entitlement permissions for over 300 employees, designed and strengthened entitlement policies resulting in a stronger risk management profile § Escalated and resolved risk incidents, represented division at InfoSec and Tech Risk meetings; used judgement to discretely enforce firm-wide policies within a high-profile division Product Owner (2007-2013) ü Legal Invoice Review and Payment Lead § Saved firm $1MM+ per year in legal expenses through law firm relationship management and invoice review § Designed and implemented divisional use of Tymetrix360 online invoice management system, optimizing structure and flow to meet Expense Management, Syndicate Ops, and front office objectives ü Deal Document Repository Management and Reporting Lead § Managed seven New York, London, and Hong Kong based team-members to source and archive required deal documents, ensuring sound document management and regulatory compliance § Led responses to document inquiries resulting from litigation, SEC, FINRA, and internal audit investigations Administrative Assistant (2006-2012) ü Lead Administrative Assistant for Equity Solutions Group § Answered phones, performed secretarial duties § Transitioned to part-time assistant work in 2007 to enable and build unique management career


www.calebstokes.com caleb@calebstokes.com 917.349.4101

PROJECTS Regenerative Future Summit

Consultant

Current

Consultant to the organizing team of an international conference on growing regenerative economies o o o

Editorial review of conference summary, topics, sessions, marketing materials, and schedule Research and provide biographies of potential speakers, moderators, and panelists Identify and introduce potential sponsors to conference planning committee

Camp!

Founder, Director

2015-Present

Founder, Lead Designer, and Director of a non-profit vacation community of over 150 people. Camp! integrates families and friends into each other’s lives and contributes to the intentionally low-impact, restorative use of the Camp at Lake Choconut. o o o

o

Design and execute project vision; created a co-operative, family summer camp experience Develop and maintain relationships with stakeholders to ensure ongoing engagement and participation Lead marketing and communication efforts to the camp community Provide financial, operational, and strategic leadership to enable safe and successful event execution

Performing Artist

Opera/Classical Singer

2000-Present

Classically trained singer with extensive professional credits and training. Heldentenor with a passion for art song. Performances with Orchestra di Milano G. Verdi, Chautauqua Opera Theater, Yale Opera, dell’Arte Opera, and One World Symphony. Recitals with Rachelle Jonck, Wilson Southerland, and Eric Trudel. Private study with Arthur Levy and Tony Manoli. Selected Operatic Roles Peter Grimes in Britten’s Peter Grimes Bacchus in Strauss’s Ariadne auf Naxos Siegmund in Wagner’s Die Walküre Boris in Janáček’s Káťa Kabanová

Selected Art Song Cycles Schumann’s Dichterliebe Beethoven’s’ An die ferne Geliebte Schubert’s Winterreise Vaughan-Williams’ Songs of Travel

EDUCATION AND EXPERTISE Smartly Master of Business Administration Candidate 2017 Yale School of Music 2005 Artist Diploma Yale School of Music 2004 Master of Music Oberlin College 2002 Bachelor of Music Oberlin College 2001 Bachelor of Arts; Comfort-Starr Prize in History

Key Expertise Communication, Facilitation, Prioritization Process Management, Development, and Analysis Operations Management and Analysis Risk Management Organizational Design and Development Policy Structuring and Planning Product Ownership and Development Listening


Caleb Stokes Resume February 2017