Elizabeth, “Beth,” is responsible for leading business development, marketing and client experience for ImpactAssets. She brings more than 25 years of experience in financial services and has served as a volunteer and board member of several industry associations and non-profits.
Prior to joining ImpactAssets, Beth was Chief Marketing Officer for NestWise, a firm offering personal financial advice to middle class Americans. She also spent nearly 17 years with Charles Schwab, where she held several executive positions in marketing, business line management and product development. She lives in San Francisco where she enjoys hiking and other outdoor activities.