RI Strategy Consulting provides customized sales and marketing strategies for investment companies operating in the field of Sustainable, Responsible, Impact Investing.

 

Services Include:

Market Analysis

Writing and Editing

Client Engagement

Sales Training

Wirehouse Platform Distribution

 

Founder

Nancy Reyes Mullins

Nancy currently serves on the Board of Directors for USSIF. USSIF is the US membership association for professionals, firms, institutions and organizations engaged in sustainable, responsible, and impact investing. 

Prior to going off on her own, Nancy was the Director of Advisor Relations at Parnassus Investments from 2005 to 2015She managed fund distribution via the wirehouse, RIA, bank trust and independent broker dealer channels.

She has over fifteen years of experience in the field of responsible investing, holds the Series 6, 26, 63 and 65 securities licenses, and received a bachelor’s degree in economics from the University of California, Santa Cruz.

Nancy is an active member of the Financial Women’s Association of San Francisco, the oldest financial women’s organization in the country, helps run the Bay Area Social Investment Forum, and has served on the board of Spark SF, a nonprofit organization that addresses social, political and economic issues by working with grassroots women's groups worldwide.