Jeffrey Caston

  • Jeffrey Caston
  • New York, NY, USA
  • Apr 02, 2021
Full time role, Part time role, Contract position Business Development Communications Executive Assistant Finance Human Resources Operations Project Manager Research Sales Sustainability Consulting

Personal Summary

• Project management, event planning, and process development
• Client relations, communications, acquisition, and retention
• B2B & B2C Sales
• Service design, operations, and logistics
• Proficient in Office, Mac, Google Suite, & Pipedrive (CRM Software)
• Regenerative design, circular economics, and systems thinking

Work Experience

Client Service Associate
Sep 2018 - UBS Financial Services Inc
  • Manage and prepare meetings, email communications, reports, presentations, licensing, and compliance requirements for Private Wealth Advisor Angela Mwanza - $1.2B assets under
  • Organize and maintain files for clients and prospects
  • Coordinate with clients' accountants, trust and estate attorneys, and staff to ensure timely
    completion of tasks (i.e. alternative investment paperwork, bill payments, and documents)
Sales & Retail Operations
Aug 2017 - Feb 2018 American Spoon Foods

• Increased monthly sales by an average of 8%.
• Responsible for point of sales, client acquisition, and product demonstrations.
• Conducted CRM training and product knowledge sessions for staff.

Project Manager & Executive Assistant
Nov 2014 - Apr 2017 Restoration Agriculture Development, International
  • Managed client relations, operational logistics, and farm data management for 40+
    agroforestry projects.
  • Increased quarterly revenue from Q1 2015 to Q1 2016 by 109%.
  • Researched investment opportunities for scaling agroforestry development
Event Planner
Apr 2011 - Apr 2014 Communikey Festival

• Designed the 5-day festival to be a zero waste event.
• Wrote grant proposals and received annual funding for A/V performances and art installations.
• Managed event operations, transportation logistics, and artist experience.

Intern - Analyst
May 2010 - Aug 2010 Cardinal Engineering Inc.
  • Collected and analyzed data for Environmental Site Assessments from site visits, map analysis, and internet research
  • Synthesized information, then drafted and completed 5 Phase I Environmental Site Assessments
  • Researched and presented on emerging sustainable designs in built environment and packaging materials


Sustainable Development
Aug 2012 - Dec 2012 Uppsala University
Dynamic Project Leadership
Jan 2013 - May 2013 Danish Institute
B.A. - Geography
Aug 2010 - May 2014 University of Colorado - Boulder

Software Languages & Skills


Experience Level

7-14 years

Sectors of Interest

Buildings & Cities, Ecosystems & Biodiversity, Research & Education, Energy, Food & Agriculture, Land Use, Advocacy or Policy, Transportation, Climate Adaptation, Climate Finance, Materials & Manufacturing, Pollution & Waste Reduction, Climate Venture Capital, Technology, Entrepreneurship, Philanthropy, Climate Science, Community & Movement Building

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