Efrata Kirose is an experienced associate consultant with expertise in client relationship management and investment strategies. At Syntrinsic Investment Counsel from August 2022 to December 2023, Efrata managed over 15 client relationships, optimizing portfolios through custom Excel formulas to align with client financial goals. In a subsequent role as an associate consultant with Working Within, Efrata secured over $20K in grant funding and facilitated workshops for nonprofit leaders. Prior experiences include positions with Community Enterprise Development Services, Impact Hub Boulder, and Obermeyer Wood Investment Counsel, focusing on grant writing, client services, and strategic communication. Efrata holds a Bachelor's degree in International Relations with a minor in Business from the University of Colorado Boulder and has completed coursework in Business and Spanish at Universidad Adolfo Ibáñez. Currently, Efrata serves as an associate in client services at Align Impact, managing high-net-worth and institutional clients to implement impact-driven investment strategies.
This person is not in the org chart
This person is not in any teams
This person is not in any offices