David Erdman Email & Phone Number

Denver, Colorado, Us

Plano, Tx, Us

• Single-handedly built Vine’s IR program from scratch to support the March 2021 IPO• Developed IR strategic vision, external reporting framework and compliance program• Lead role in drafting of S1 registration statements and roadshow materials• Lead role in the placement of three tranches of unsecured notes totaling $2 billion• Exclusively responsible for earnings releases, scripts, presentations, and annual ESG report• Solid relationship with buy-side and sell-side analysts, ratings agencies and journalists• Administered Vine’s ERM program since June 2020, including insurance and ESGMedia spokesperson

Dallas, Tx, Us

• Engineered a $150 million share repurchase program • Changed stock symbol from “AHS” to “AMN” to improve brand identity and improved key messaging to support the company’s value drivers and long-term strategy• Key contributor to a $325 million senior note private offering completed in September 2016• Member of the company’s Disclosure Committee; contributor to MD&A

•Cross-functional, hierarchical responsibility for FP&A, Marketing, Treasury, Risk and direct responsibility for Quicksilver's Investor Relations•Worked with group of credit facility lenders on semi-annual redeterminations of revolver to support company valuation and strategic plans; worked with CFO to relax interest coverage covenant as needed to provide flexibility as the company pursued its deleveraging strategy•Managed the development of Quicksilver’s restructuring business plan, which received broad creditor support•Managed the logistics of a §363 sale process which involved creating marketing materials and a virtual data room, coordinating responses to due diligence requests and conducting management meetings with prospective bidders•Managed compliance and administration of the $150MM commodity swap portfolioManaged the unwind of Quicksilver’s entire swap portfolio due to ch11 filing; negotiated better unwind pricing with counterparties, saving the company $2 million•Managed a cross-functional team of internal staff, consultants and advisors responsible for discovery and interrogatories related to the administration of Quicksilver’s restructuring process •Primary investor relations contact to investor community; company spokesperson to media; provided interviews to media outlets after announcement of key transactions•Responsible for press releases, call scripts, presentations, and external company website•Prepare daily commentary and strategic insight into broad markets and trading activity in the company’s common stock; report trading anomalies, e.g., above average volume, significant price movements, for purposes of proactively detecting potential shareholder dispositions•Develop and maintain proactive, timely, and consistent communications and positive relationships with sell-side equity analysts and buy-side analysts•Participate and present at analyst conferences, 1x1 meetings, and non-deal road shows

Irving, Texas, Us

• Managed two analysts to support the global business development effort; appraised employee performance and developed goals & objectives; reported to the VP of Business Development• Managed the economic evaluation of a $1.5 billion upstream/midstream JV and a $50 million midstream JV; managed modeling of an $800 million sale of a Tunisian asset• Economic evaluation of ~$1B of “bolt-on” asset deals to grow core acreage footprint• Performed valuation studies to understand NAV and ROI of existing asset groups; recommended monetization and/or JV strategies if value was misaligned in the equity market• Identified corporate acquisition targets based on asset quality and leverage/EPS impacts

Us

•Led a multi-function team to manage the post-merger integration following Highmount’s acquisition of exploration and production assets from Dominion Resources•Managed the five-year business plan, internal reporting and analysis of monthly business unit performance and consolidated results and presented to executive management, business unit leads and the executive management committee of the parent company•Reviewed project economics for proposed capital spending projects•Prepared 13-week cash forecast in collaboration with business unit leads and corporate department heads; worked with treasury staff to optimize credit facility draws and paydowns•Managed a strategic alternative project commissioned to evaluate options to reduce financial leverage following the collapse of natural gas prices in 2008 and 2009 o Effort led to a deleveraging cash sale of the Black Warrior and Antrim Shale assets in early 2010•Member of the Investment Review Committee, which was tasked with independent assessment of capital investments and M&A opportunities•Member of the Risk Committee, which was tasked with evaluating and mitigating risks facing the company

Richmond, Va, Us

•Managed the five-year plan for a $2 billion capital program and $250 million operating budget•Reviewed project economics for proposed capital spending proposals, including IT projects•Led cross-functional teams for several process planning projects involving acquisition analysis, IT system implementation, operational efficiency, and supply chain management•Developed framework for financial analysis and internal reporting to create consistent performance measures across eleven business units, including one in Canada•Modeled short-term financing needs; ensured capital spending plans were sustainable within credit revolver capacity; recommended and modeled proposed five-year financing plan and monitored compliance with debt covenants and investment-grade credit ratings •Managed the valuation and analysis of Dominion’s $13B asset disposition in 2007; provided guidance and recommendations on sale v. spin options with heavy emphasis on tax outcomes•Managed the November 2006 $50MM disposition of Dominion’s offshore midstream assets; lead role in valuation analysis, supported data room presentations and materials, reviewed purchase-sale agreements, and worked closely with Jefferies to develop sale package•Scripted quarterly MD&A commentary for the exploration and production business for inclusion in Dominion’s quarterly and annual SEC filings

Richmond, Va, Us

• Lead role for the five-year financial planning process; $2 billion capital portfolio optimization using decision models; ran cases and sensitivities using internally-developed Excel models• Performed variance analysis and prepared earnings & cash flow forecasts; presented results to management committee; developed dashboards and streamlined monthly KPI reporting• Modeled valuation of proposed acquisitions/divestitures using internally developed models• Lead role in $425MM Volumetric Production Payment (VPP) financing structure with UBS• Development of cost-effective SOX 404 compliance strategies for the planning process

New Orleans, La, Us

•Designed, implemented, and administered the global five-year business plan for a 15,000MW wholesale power development program; tested new projects for accretive/dilutive impacts•Worked closely with business developers to understand and model operational and financing assumptions for greenfield projects in North/South America, Europe and Asia•Built, maintained and ran dispatch models for proposed peak load facilities in North America•Supported project financing solutions for the company’s1,200MW Saltend combined-cycle merchant facility in Hull, England, resulting in syndicate financing of 80% of cost•Developed monthly estimates; presented quarterly and annual results to executive staff

New Orleans, La, Us

•Reported to the Vice President, Corporate Planning & Analysis•Analysis of $1.6B operations and maintenance budget and $550MM capital budget, budget administration and compliance; development and management of five-year planning model•Monthly analysis of performance, summarizing and presenting key drivers of financial results •Monthly present estimates of earnings, operating cash flow, and regulatory performance; develop and interpret forecast, analysis, and present estimate assumptionsDesigned large scale Excel and Access models to analyze stand-alone economics of the Fossil Business Unit – Coal Generation for Transition-to-Competition studies

Dallas, Texas, Us

• Forecasting, planning, and budgeting for a 55-bed facility; conducted monthly reviews with department heads; negotiation of managed care contracts; Medicare cost reporting• Proven analysis skills through development of forecasting models, resulting in dramatic improvement in the patient payor mix• Developed profitability reporting tools and implemented restructuring strategies to dramatically reduce operating expenses and enhance revenue generation

• Accounting for the $2.6B bank investment portfolio, consisting mainly of obligations of the U.S. Treasury and its agencies, federal funds, and repurchase/resale agreements• Priced securities in order to mark-to-market unrealized gains & losses for financial reporting; produced daily performance report for management and portfolio asset-liability manager• Modeled acquisitions under the purchase and pooling methods of accounting

• Performed credit reviews and analysis for both commercial and consumer loans, conducted interviews with borrower, computed borrowing eligibility, and recommended loan decisionConsistently among the top sales producers and referral sources in high-margin products; generated over $5 million per quarter in new deposits and loan volume• Recipient of numerous awards for excellence in customer service and fraud prevention

Bba, Major: Finance, Accounting Minor: Political Science

Master Of Business Administration - Mba, Finance, General