Experience

118 West Consulting Corp Corporate Strategy & Development
Independent consultant
1/2016 - Present
Consulting for several clients in the renewable energy space: 1) capitalizing and structuring a fund to invest in small commercial solar assets; 2) setting up an origination and underwriting platform for a regional bank to build a senior debt portfolio focused on solar; 3) financial modeling, analysis and advisory services for project developers
SunEdison Corporate Strategy & Development
Director of Underwriting
7/2014 - 9/2015
Led the Pricing group which developed and implemented an underwriting process for distributed generation solar projects, supported the originations teams in developing financeable projects, provided ongoing guidance to the organization w.r.t. project finance, and directly negotiated and structured new fund vehicles with institutional investors
Amonix, Inc. Start-Up
Manager, Pricing & Analysis
4/2010 - 4/2014
Led all financial modeling and pricing practices; trained and coordinated the business development team; negotiated term sheets for strategic initiatives; some project development work
Union Bank Finance
AVP, Leasing and Asset Finance
10/2005 - 2/2010
Supported the origination and underwriting of long-term tax equity and debt participation in 900 MW / $2 billion of renewable energy project finance transactions; led modeling efforts and managed credit approval processes; due diligence and management of legal counsel for deal closing; portfolio management
Moody's Investors Service Other
Senior Associate
9/2004 - 6/2005
Credit Policy Group - assured consistency in debt rating practices across groups by ensuring that implemented policies were consistent across the entire company; enhanced internal communication and analysts’ understanding of policy
Fukoku Life International (America) Inc. Finance
Equity Analyst
6/2003 - 9/2004
Performed fundamental research and made buy/sell recommendations on large-cap companies using fundamental analysis, qualitative assessment, and technical analysis from a value investing perspective; managed equity holdings in the portfolio across multiple sectors