Analyzed all building energy metrics for the purposes of procurement, budgets, forecasting and cost controls

Fully developed and secured funding for a private Canadian green energy company. Solely presented that company’s business plan and was awarded a $110M bond inducement by a local DFW city. (2) Assisted in designing the client management for stainless steel company. Managed the client accounts through until all assets were sold off for $9M. (3) Advised clients concerning their business / risk goals.(4) Analyzed energy usages and outputs to produce forecasts and profoma data projections.

Co-opened 5 banks, and trained the staff, daily and weekly, through meetings on proper investment advice; underwriting loans; anti-money laundering; quality customer interactions and phone etiquette. (2) Analyzed small-business clients tax returns, business model, credit analysis to complete lending requests.

Grew bank with new loans and new deposits and new investment deposits through dozens of client meetings per week. Held daily and weekly training meetings on anti-money laundering; underwriting protocols & consistent customer satisfaction.

Co-opened 2 banks, and hosted daily and weekly training meetings concerning bank growth, quality customer interactions, and methods to identify fraud; trained in Six Sigma – green belt.