Delivering Operational Excellence for CFOs in the Texas Triangle

• Created Understanding Energy: Energy Literacy and Civics to fill a gap in Rice’s undergraduate curriculum, providing students focused on a variety of energy careers from engineering to finance to natural science with a strong base. Teaching class annually since 2017.• Created Business Workshop for Humanities Students to drive a more diverse (in terms of majors) group of students into energy trading and finance, providing a strong introduction into business through lectures, case studies and one-on-one coaching. Teaching class annually since 2014.• Appointed Adjunct Professor in the Jones School of Business in 2022 as part of a newly formed team in the energy industry concentration. Now teaching Energy Markets in Transition to students in the full time and Executive programs.

Overall responsibility for digital transformation of Harris County’s contracting, procurement, and AP processes.• Worked across teams and business functions to identify and execute on critical cost cutting goals with aggressive implementation targets so that by 2025, Harris County will pay bills 35% faster and cut procurement timelines by 30% • Hired and managed consulting partners via an RFP process to select and deploy technologies to execute on goals, with projects running on time and within budgets.• Led efforts to explore and then deploy AI to drive down error rates and improve County service delivery.• Managed teams and consulting partners to re-engineer and digitize workflows across complex and siloed teams and software systems, including AP, Invoicing, and Contract Lifecycle Management• Provided key metrics and showcase improved efficiencies via data visualization, software integration, and cost savings. • Developed key metrics and KPIs to showcase improved efficiencies via data visualization, software integration, and cost savings.• Enabled supplier diversification and demonstrated value by implementing best practices for procurement that showcased overall cost-effectiveness and compliance.• Drove a culture of innovation and growth through change management and improved employee engagement and experience.

• Startup B2B software platform - Building an online automated marketplace with an AI engine to productize consulting. Focused on creating the business plan, company strategy, economic modeling, technology decisions and fundraising.• New commodity ETF - Conceptualizing and structuring the concept, establishing banking relationships and finalizing structure. Created, vetted, revised and filed the S1 and 3 S1As with the SEC and negotiated the fund’s NASDQ listing.• Engaged by buyer of an energy trading business to evaluate current risk controls and procedures, interview energy trading team and senior management and create a new risk control framework.

I led Sirius' growth agenda in two areas: responsibility for Sirius practices with an eye toward developing new and innovative solutions and oversight of inorganic growth through acquisitions and alliances.• Member of executive leadership team charged with growing the business organically and through acquisitions.• Oversaw the development of business plans that included target markets, target solutions and revenue plans for Sirius’ eight practice areas: Transaction Services, Technology, Human Capital, Innovation, Regulatory and Compliance, Financial Operations and Supply Chain.• Led Sirius’ development of workflow and automation software in the Upstream Land, Medical, and SOX solutions, including engaging offshore resources in both software development and business processes • Personally delivered $10.2 million in newly originated engagements including complete migration of production, accounting and land data for multiple private equity backed start-up E&Ps, providing business process outsourcing for a variety of energy clients, transition services agreement creation for multiple private equity backed carveouts, risk management and trading development for US major, and software selections and implementations in upstream, midstream and oil field services.• Oversight of Sirius’ merger and acquisition strategy. Led acquisition team for a $5 million acquisition of a corporate real estate services company as well as an $18 million professional services firm. Developed keen understanding of target company financials and how they run their business to enable seamless integration. • Led Sirius’ Alliance strategy. Negotiated and closed alliances with a wide variety of software and platform companies including Quorum, P2, Waterfield, Grooper, DocVue, OpenInvoice and others.

• Retained by multiple start-up E&Ps to help screen and negotiate with private equity firms and lenders.

Responsible for the US E&P, Midstream, NGL, LNG and complex options businesses for the largest financial and physical player in the market. I was instrumental in deriving new contracting paradigms including first liens, non-CSA ISDAs and physically embedded derivatives contracted through long form confirmations. My expertise lies in marketing all varieties of structured products to financial and physical customers, including exotics, in the oil, gas, LNG, and NGL spaces.Managing Director, US Producers & NGLs, Houston, TX 2010-2015Overall responsibility for commercial relationships with the US E&P and Midstream space for BP’s merchant energy marketing and trading business – the largest financial and physical player in the market. Specific details:• Directly covered top 50 E&Ps, Pipelines, and Midstream companies delivering over $45 million of margin in an extremely tough market environment. • Overall responsibility for BP’s complex options origination business, delivering $15 million of margin across multiple commodities.• Expertise in marketing all varieties of financial products to financial and physical customers in the oil, gas, and NGL spaces. Managed teams of up to 10 people.• Named to BP’s Extended Leadership TeamManaging Director, Financial Sponsors, Houston, TX 2005-2009Built BP’s structured products origination business focused on the Private Equity, Hedge Fund and banking spaces. Specific accomplishments:• Launched Financial Sponsors as a new business line within BP• Conceptualized, designed and marketed alternative credit structures such as pari passu first liens, commodity-linked finance, and prepaid swaps.• Closed 100+ deals with E&P companies, electric utilities, and midstream companies, delivering over $108 million of margin during my tenure. Since inception this business has generated over $440 million of margin.

As the second employee hired in a complete revamp of the energy business, I was responsible for originating supply for this national retail electric and gas marketer. I developed relationships with potential suppliers, including wholesale marketers, producers, generators, storage operators and financial institutions.

Began as an associate in natural gas, SO2 allowances and power in both trading and origination functions. Founding member of Enron’s coal group. Sales and marketing responsibilities included product development, origination, and risk management. Started with a four-person team and no industry contacts. By 2000, Enron was the largest US trader, moving over 60 million tons/year. Established extremely strong relationships with multiple utility buyers that resulted in sales contracts totaling over 17 million tons.Enron Broadband Services, Inc.Director, Wholesale Origination, Houston, TX 2000 - 2001Senior level business development responsibilities included seeking and engaging in large structured transactions involving broadband commodities. Member of leadership team charged with building the business from scratch in 2000 and then scaling it back dramatically in 2001. Managed 15 originators tasked with developing structured opportunities in the broadband sector.Enron North America, Inc.Manager, Coal Trading, Houston, TX 1998 – 1999Associate, Coal Trading, Houston, TX 1997Founding member of Enron’s coal group. Sales and marketing responsibilities included product development, origination, and risk management. • Closed 30+ transactions, generating over $13 million of gross margin.• Created and marketed the industry's first Btu deal structures.Enron Capital & Trade Resources, Inc. Associate, Houston, TX 1996• Assisted in creating Enron’s SO2 Allowance trading business.• Formulated strategies for sale of Enron electric compression technology. Responsible for gas and electric pricing.

Technical consultant to the refining industry. I developed economic analyses and forecasts for petroleum products, petrochemicals, natural gas, coal, steel, aluminum, and industrial chemicals. My major projects completed include industry-wide supply/demand/price forecasts, due diligence, strategic planning, and expert-witness testimony.