Dan Barrett Email & Phone Number

Charleston, South Carolina Metropolitan Area

Plutus Software is building a SaaS application, called Aureus Point-of-Sale that is a point of sale system specifically tailored to the bullion, coin, and collectible industry. The product allows retailers to manage transactions, inventory, clients, and has a robust reporting system. We changed the corporate name in August 2018 to Plutus Software from Fortuna Software to help align our name with others in the industry.

Sausalito, Ca

Pacific Precious Metals is Northern California's premier bullion and coin dealer. It also deals in scrap precious metals as well as diamonds and jewelry appraisal. Gold, Silver, Platinum, and Palladium commodity bars and coins.

Dubai

Performed CFO, business development and investment banking roles to assist a small Iraq-focused oilfield servicescompany in reaching a broader base of clients, partners and investors.• Developed “Wall Street” compatible financials and forecasts and interact with third party accountants.• Utilized broad contact base within energy industry to initiate management relationships and potential partnerships withcompanies interested in entering the Iraqi market.• Created and assisted in pitching their story to Middle East private equity and US investors. Created a strategy to createfunding using long term pre-paid contracts with customers which ultimately proved successful.

San Francisco

Energy, Metals & Mining, Shipping. Global Coverage In charge of a $15-20mm portfolio at end of tenure. Assist other PMs in generating ideas and sharing stock moving data points. Maintain some in house models and also use sell side modeling support.

San Francisco

Provided primary support to Oil Services Analyst/PM. Generated ideas, price targets, built and maintained Citadel models. Recommended entry/exit points for individual stocks. Energy group picked up the shipping/tanker sector after I joined in order to capitalize on my knowledge of the space.Left firm after both PM and head of the Energy Team left Citadel.

New York City

Sell Side equity analyst and Director of the research dept with 5 analysts reporting to me. Work closely with Fortis' proprietary trading desk to generate trading profits. Produced sell side research for oilfield services and shipping sectors.

New York

Provided thoughtful, timely research to institutional sales force, institutional investors, and retail division.• Material contributor in improving Senior Analyst’s II ranking from unranked to number one over three year period.• Leveraged wide range of industry contacts from both prior work experience and newly developed relationships togenerate differentiated research unmatched by competitors.• Utilized advanced technological skills to create proprietary products including online models and online survey tools.• Worked closely with UBS prop desk in

Providers of high technology petrophysical measurements and services to the oil industry WorldwideVarious; Managed a base with 8 engineers and 30 local staff in Libya. Provided services to five national and international oil companies. Managed (i) base operations, (ii) personnel, and (iii) quality assurance. Worked with oil well firefighters in Kuwait after first Persian Gulf War. Assisted firefighters in the killing of wells with certain completion characteristics by detonating explosives in the wells.Acquired, analyzed and interpreted geological and petrophysical data at the well-site and made recommendations regarding the economic feasibility of oil wells. Supervised 3 multinational operators. Worked in England, Scotland, India, Egypt, Saudi Arabia, Kuwait, UAE, Libya, and Texas.

M.B.A, Finance

B.Sc.M.E, Mechanical Engineering