Functional Skills

Financial Modeling

Sector Experience

Energy
Financial Services
Technology
Telecom

Experience

Sundrop Fuels Finance
VP Corporate Finance
5/2015 - 4/2017
• Collaborated with CFO to lead company's capital market program to secure $3.5 billion in project financing to build a renewable fuels refinery
• Managed credit rating process and secured one of the highest credit ratings ever given to a renewable fuels project
• Led effort to secure and structure long-term offtake and supply agreements with leading integrated oil companies and energy trading firms
• Prepared investor materials and led investor outreach effort
Star Energy Partners Start-Up
Founding CFO
1/2014 - 2/2015
• Developed new market entry strategy and launched retail energy company for a PE-backed channel marketing and sales company
• Sourced and structured wholesale energy supply agreement Exelon Generation
• Sourced and structured $50 million credit facility
• Established annual budgets, liquidity forecasts, covenant compliance reporting, and risk management policies
Glacial Energy Corporate Strategy & Development
Senior Vice President of Corporate Development & Finance
1/2011 - 1/2014
• Led capital restructuring plan to reduce Company's cost of capital and increase working capital liquidity enabling company to increase revenue from $250 million to $600 million
• Secured and negotiated $200 million credit facility
• Established covenant compliance reporting and risk management policies
• Identified and vetted M&A opportunities in the energy services sector
• Led acquisition and integration of an energy management software company
Golden Gate Capital Finance
Operating Partner
1/2005 - 1/2011
• Originated and led acquisition of Telscape Communications, a telecommunications company focussed on the Hispanic market in the U.S.
• Developed go-to-market strategy and launched first-ever Hispanic MVNO on Sprint's wireless network
• Identified and validated investment/acquisition opportunities in the telecommunications ecosystem, including cyber-security, smart grid, wireless infrastructure, and telecom service providers
Gemini Parers Finance
Principal
1/2004 - 1/2005
•Provided expert testimony and litigation support in a multibillion dollar lawsuit against a large Chinese telecom equipment manufacturer
• Closed equity financings of a leading mobile messaging company
RHK Management Consulting
Managing Director
1/2002 - 1/2004
• Led management consulting practice focused on providing strategic advice to large telecom service providers and equipment manufacturers
• Advised CTO of AT&T on comparative business case of deploying Wimax, Mesh WiFi, and LTE networks
• Developed business plan and coordinated build-out of a mobile network in Saudi Arabia
Corrigo Start-Up
Vice President
1/2000 - 1/2002
• Raised over $30 million in venture financing for a cloud based work order management solution
• Established exclusive channel partnership with a leading mobile carrier to sell Corrigo's application as a bundled service offering
Strategy& Management Consulting
Associate
5/1995 - 1/1998
• Led project to develop a market entry strategy for entering the Mexican downstream oil and gas market
• Managed implementation of post-merger retail strategy for Shell and Texaco downstream merger