SUMMARY:

Diverse deal - making career generating $850m in global deals over last 10 years with: start-ups, mid-market, Fortune 100, C-level, HNWIs, US Govt Agencies, PPPs. Started career on prestigious Shell Finance Program. Separately, advise Econ Development & blockchain clients via a Govt. Contractor on one-off engagements.

EXPERTISE:

Strategy, M&A, Inv. Analysis, FP&A, PM, Data, Risk, Credit, Derivatives, BPR.

OBJECTIVE:

Generate LT client value by managing risk, enhancing op performance & EBITDA.

SKILLS:

Energy Markets: Excellent understanding of international physical & paper markets oil, oil products, gas, power, IPP economics, renewables (& softs).

Financial Markets: Deep knowledge of equities, treasury & fixed income, prime brokerage, trusts, commodities, and associated trading and clearing platforms;

Financial Regs: CECL, DFAST, Basel III, MiFID IFRS9, SFR. ALLL capital planning

Finance: Excellent stats, derivatives, greeks, modeling, & valuation skills. Strong CP credit risk skills (IBM Algo, Endur, Fitch, Moody’s). Strong knowledge of SEC reporting, US GAAP, SAP, Workday, & Salesforce.

FinTech: Excel, SQL, Python, Toad, Aqua DS, (R, SAS, Tableau, Latex).

Big data: Hadoop HDFS, MapReduce, Spark, Impala, & Hive.

PM: MS Project, Version One, Visio, Ckarity, JIRA, & Confluence. Extensive experience managing Dev/BA teams, scrums, QA, SIT, UAT, & release .

Languages: Fluent English, Spanish, Hindi, Punjabi. Basic French, Portuguese.

EXPERIENCE:

Senior PM/SME ALM

Confidential, Pittsburgh & DC

Responsibilities:

• Lead $6m CECL big data projects (waterfall & agile) across inputs (EDW, ME), modeling, tech, finance, credit, & vendors - to develop CECL analytics & associated tech infrastructure (SAS, Python, Hadoop,PySpark).
• Work with range of executives.
• Own plan, scope, WBS, deliverables. Manage BRs, FNFs, design, build, test, dependencies, RACI, risks, toll gates, resources, & budget.

Investment Advisor

Confidential

Responsibilities:

• developed business plan, investment thesis, data & revenue models, evaluated range of capital structures, & managed r/s with clients, investors, banks, NGOs, & back-office.
• Start-up developing predictive financial models based on structured, unstructured data, & HTM/machine learning. Commercial and governance structures.

PM/Tech Lead, Global Risk Analytics

Confidential, Charlotte, NC

Responsibilities:

• Enterprise agile projects wrt aggregate & loan level credit models across LOBs.
• Neteeza to Hadoop CCAR Big Data models: R&D, calibration, testing
• OMR Automation & Data Visualization (Tableau) of model processes & outputs.
• HaaS/Cloud Migration Strategy: infrastructure, network, processing, node, interface & tools.
• Strong background: CECL, credit metrics, risk ratings, scorecards, PD, LGD, EAD models.

PM, Global Commodities

Confidential, Charlotte, NC

Responsibilities:

• Commodity derivatives expert, with broad ops., regulatory, market, & CP credit risk experience.
• Agile QA Management of Endur trading platform: BPR, testing, releases, with extensive liaison with on/offshore: developers, BAs, front, middle, back office. Analysis of wide range of issues: Volcker, CVA/DVA, CFTC LTR, DSOM, volatility surfaces, gas storage options, new pricer builds.
• Management of stakeholders, business to tech requirements, use of JIRA, Confluence, & CRs.

Investment Advisor

Confidential, DC

Responsibilities:

• Consultancy & valuations to mid-market in NY, NJ, DC, VA, MD.
• FinTech, solar, mining, hospitality, beverages, & med devices. Extensive building of r/s with CEOs, CFOs, & attorneys. long-term project to build multi-sectoral land-use investment model for Costa Rica.

SVP Business Development

Confidential, DC

Responsibilities:

• Youngest member of exec. team of renewable energy start-up: using big data to promote sustainable forestry, biofuels ag. & carbon scale (Brazil- 5m ha, Indonesia- 2m ha).
• Raised $70m in financing & $50m in B2B sales via multiple global channels: Govt., bi/multilaterals, impact investment funds, corporates, NGOs, foundations, & HNWIs.
• Won $20m in conditional project finance from Confidential for project in Acre, Brazil: ag. intensification; reforestation; sustainable timber for new 20 MW biomass plant
• Won $50m in conditional project finance from Confidential to develop PPP in Leuser, Aceh, Indonesia PPP:
• 87k ha sustainable timber plantation to supply new off-grid biomass power plant; forest restoration & conservation; peatland rewetting; sustainable ag;
• Negotiated $50m term sheet for sale of REDD+ offsets to major US company.
• Broad stakeholder engagement: national/sub-national climate bodies, power regulators, forestry & biomass power JV partners, carbon/SES experts, civil society & local communities.
• Technical expertise: land tenure, property rights, baselines, readiness, SES, & benefit sharing.
• Exited upon restructuring & sale of equity .

Investment Director

Confidential, DC

Responsibilities:

• Lead $70m in innovative global conservation finance deals
• Managed range of funding proposals to federal, multilateral, & corporate partners, foundations, & donors/HNWIs.
• Deep understanding of bid prep. & contracting procedures:
• Managed tender for DFID Forest, Governance, Markets & Climate Services Framework.
• On team that won $29m Confidential funding for REDD+ in Mexico, Confidential representative for Confidential Replace IQC consortium.
• Key member of Confidential ’s Global Leadership Program, & delegations to international policy fora. Confidential rep. on Confidential ’s Carbon Markets Panel. Worked with CCO on Global Freshwater Strategy (Water Funds, Great Rivers).
• Won fellowship to develop Confidential corporate strategy.
• Investment consultant to Confidential .
• Developed wind power & carbon offset projects in Tamil Nadu, India; & the business case for biochar stoves.
• Developed business plan/investment process for evidence-based community health business.

Investment Director

Confidential

Responsibilities:

• Management team of Natural Resources PE Fund formed with former Confidential colleagues.
• CFO/COO: enterprise valuation, capital raising (HNWIs & funds), business plan, & budgets.
• Successfully developed & managed (origination, modeling, valuation, attracting financial partners, (debt) negotiation, due diligence & documentation) multiple natural resource buy-side investment opportunities in SE Asia & Brazil, including:
• Optimizing 300,000 ha palm oil production, use of biomass waste to generate power.
• Community devp models: palm oil, coffee, cocoa, rubber, landfill offsets, & Jatropha biomass.