SUMMARY:

• I have extensive experience successfully developing and executing long lead time high value commercial opportunities.
• Gestamp is the second largest privately held company in Spain and Confidential is one of the largest financial institutions in the world.
• Successful track record of proficiently identifying and executing new strategic opportunities and developing strategic partners in new market niches.
• My position at Confidential HQ provided the opportunity to become extremely proficient and well versed in multiple industries.
• I developed and fostered senior “C” level corporate and senior (governors of 3 states, multiple congressman and senators) political relationships. Successfully originated, orchestrated and closed numerous multi - million dollar transactions and cross sold products and services.

PROFESSIONAL EXPERIENCE:

Confidential,Tiburon, CA

Chief Business Development

• Manage company of 6. Originate Utility and large scale commercial and industrial solar projects.
• Perform due diligence. Review solar portfolios in conjunction with partners for acquisition.
• Review and source financing. Position and represent projects for sale.

Confidential,Pleasanton,CA

Senior Business Development Manager

• Charged with developing, recommending and executing a plan to grow solar development business and develop east coast. Worked directly with the CEO and CFO to execute. Hired to rebuild and grow small solar development company and acquire projects, greenfield opportunities, partners, and professionals to develop the company and our presence in the marketplace.
• Introduced multiple projects and relationships and secured opportunities to close in MA, VT, RI, CT, NY, NC, SC, FL, and Canada. Originated a pipeline of over 45 projects and performed due diligence to vet viability rapidly.
• ET did not close or build new projects in 2015. Took over lease negotiations from an outside developer and successfully closed a contentious project lease. Provided significant market direction and focus.

Confidential,San Francisco,CA

Head of Business Development - M&A Strategic Development

• Originate acquisitions of mid to late stage utility scale solar projects. Successfully structured and executed multiple profitable project purchases including the first 5 Gestamp underwrote in the US.
• Develop new strategic partner opportunities and open new markets nationwide & select international markets. Explore new financing & banking relationships. Represent company at the highest levels and build industry awareness.
• Perform due diligence and review of development opportunities.
• Apply market knowledge to set strategic company directives and future company direction.
• Presented to senior managers in Madrid HQ. Trained and coached new employees. Spoke at conferences and trade shows & represent company at SEIA SEPA strategic events in US Germany, Korea, Norway, and Spain. Originated, closed, and built with the team Red Bluff School District, Meridian Winery, Multiple Vermont SPEED projects, and City of Escondido. Provided strategic negotiations for the acquisition and development of multiple Greenfield projects.

Confidential,San Anselmo, CA

Managing Director - Strategic Development

• Internet, Bio, and CleanTech - my focus. Primarily solar from Silicon plant development, wafer and cell. Financing, strategic partnering, market & product strategy, and positioning.
• Developed regional community solar model to effectively originate, site control, interconnect, transmission, offtake agreement permit, Greenfield 500kw to 7MW projects for Solkraft (Norwegian company developed and sold Italian projects) in the US (headed up and created plan for Solkraft USA).
• CIG consulting directly with the CEO of Miasole, Nuvosun providing market insight and capital raise.

Confidential,San Francisco, CA

Corp. VP - Institutional Investment Group

• My responsibilities included developing external relationships with institutional clients to market and cross sell investment, retirement, trust, securities lending, and custody services. Interact with as many as 30 diverse internal groups on all levels to coordinate resources and complete sales.
• Lead formal RFP response and direct multiple internal and partner groups in client presentations to CFO, CEO, H.R. Director, and their boards, advisors, and consultants. Primary target was mid-size to large market companies. Deals included transitioning Fidelity Title’s 401(k) and DB plan to WF.

Confidential,Little Rock, AR

Director Mutual Fund Distribution based in S.F.

• Developed and executed a marketing and sales effort to external intermediaries for fund companies. Primary products included mutual funds, collective funds, separate accounts, and variable annuities.
• The target audience included top RIA’s and consultants nationwide.
• This effort included extensive travel to support existing relationships with clients and trade associations and develop industry presence. Develop and present formal proposals to attract and retain clients and prospects, and secure shelf space.

Confidential, San Francisco, CA

Director - Montgomery Asset Management

• Develop and wholesale the products of a rapidly expanding investment manager to Registered Investment Advisors and consultants. Develop and utilize database to expand marketing and wholesale distribution. Interact with multiple distribution channels and partners.
• Attend conferences to represent the company and advocate the investment disciplines and process.