Functional Skills

Financial Modeling
Financial Due Diligence
Valuation

Sector Experience

Energy
Financial Services
Industrials
Life Sciences & Pharma
Technology

Languages

English
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms

Experience

TJV Consulting Management Consulting
President
6/2014 - Present
Financial consulting focusing on supporting transactions and financing. Expert financial forecasts and valuation, due diligence, pitchbooks and teasers, datarooms,, business plans.
Castle Placement, LLC Finance
Managing Director
1/2018 - Present
Originated and executed FINRA regulated transactions for private companies - capital raises (equity/debt) and M&A. Under term sheet or closed millions of dollars of transactions. FINRA Series 7, 79 and 63.
Aegis Energy Advisors Corp Finance
Director
6/2016 - 12/2017
Oil & gas refining M&A, private placements, advisory and fairness opinions.
Sumitomo Mitsui Banking Corp Finance
Vice President and Senior Credit Officer
5/2013 - 5/2014
Senior credit review and approval of a portfolio of for oil & gas (upstream downstream, midstream, oilfield services & drillers).
Booz Allen Hamilton Management Consulting
Energy Economist
12/2010 - 3/2013
Advised US Government DOE and DOD clients, and published internal white papers, on energy market and company trends, valuation and pricing.
S&P Global Marketing
Global Oil & Gas Commodity & Equity Analyst
8/1999 - 11/2010
Researched and published views on oil & natural gas commodity market trends & prices and equity recommendations for a portfolio of oil & gas companies (integrated oil & gas, exploration & production, refining &
marketing, oilfield service, drillers, pipeline and tankers).
PNC Financial Services Finance
Senior Associate Director
8/1997 - 8/1999
Senior investment banking analyst focused on energy, metals & mining transaction advisory & due diligence (M&A, IPOs, structured finance, private placements, ABS, high yield bonds, distressed loans and workouts).
Citigroup Finance
Assistant Vice President
5/1991 - 6/1996
Lead banking analyst for deals, project financings and distressed debt workouts. Evaluated investment & market risks & returns, and estimated corporate credit ratings. Supported energy commodities desk. Graduate of formal Credit Training Program (Citicorp Institute for Global Finance). Family leave for terminally ill parents.