Gary Walton

Gary Walton Email and Phone Number

Development and Project Analysis, Management @ Sacramento, CA, US
Sacramento, CA, US
Gary Walton's Location
Oakland, California, United States, United States
Gary Walton's Contact Details

Gary Walton personal email

About Gary Walton

My development activities assist public sponsors and institutional project developers with identifying and executing infrastructure strategy, primarily for utility scale water and energy assets. My focus is on the environmental, social and corporate governance aspects of infrastructure which is measured by assisting sponsors managing: risk, data and asset management, financial analysis, prioritizing of capital improvement lists, project team origination and agreements, developing municipal customers and partners and, securing progressive design (P3) vendors.Infrastructure Development - Brownfield/Greenfield water management and energy: since 2007, I have worked with municipal sponsors to perform analysis and business development on infrastructure assets. A particular engagement was with California’s largest water management and transfer facility. My duties included; enterprise business development, strategic market analysis, identification of municipal customers, cultivating Joint Powers Authority partners and third party engagements. Reporting directly to the General Manager and project champion I support efforts to inform and educate Board members on water and energy expansion. That work has led to me working on a number of municipal infrastructure projects. Other duties included implementing due diligence protocols.

Gary Walton's Current Company Details
DevCo

Devco

Development and Project Analysis, Management
Sacramento, CA, US
Gary Walton Work Experience Details
  • Devco
    Development And Project Analysis, Management
    Devco
    Sacramento, Ca, Us
  • Kala - Energy & Idp - Water Management And Land Resources
    Business Development Activities
    Kala - Energy & Idp - Water Management And Land Resources Sep 2016 - Present
  • Kala Energy
    Business Development (Energy And Water)
    Kala Energy Feb 2014 - Present
    San Francisco Bay Area
    Activities include business development, sourcing and analyzing infrastructure assets particularly utility scale water projects and, renewable energy. Focus is primarily on public sponsors and select private sponsored developments. Duties include performing risk management and financial analysis of project opportunities including Joint Powers Authority partnerships. Assist with incubating and developing customer markets and vendor relationships and, the negotiation and execution of sponsor agreements. Introduce public sponsor sales opportunities to “third party” licensed technical experts using my experience and knowledge of California Government Codes 4217 and 5956.
  • Lpa - City Of Lancaster
    Strategy Advisor - Business Development
    Lpa - City Of Lancaster Dec 2013 - Apr 2015
    Greater Los Angeles Area
    Enterprise and business development activities focused on utility energy, water management and infrastructure. Handled project management duties and development for a series of energy and water assets including development of business plans, strategic partnerships, staff leadership and project cost-benefit analysis. Duties included incubating and developing a “Yield.Co” investment strategy as a secondary market vehicle. Joint Power Authority compliance; coordinating and presentation to institutional investors. Designing best operations and enterprise practices. Collaborating with senior management, operations staff and local stakeholders. Assisted in the development of additional public agency relationships, coordinating a strategy for a regional, energy and water utility enterprise strategy.
  • Diversified Resource Group
    Senior Principal - Business Development
    Diversified Resource Group 2003 - Dec 2013
    Greater Bay Area
    Principal roles and duties included analyzing, forecasting and determining enterprise valuation and mitigating risk in utility scale transactions. Principal advisor to a select jurisdiction of California public agencies assisting with asset expansion and fiduciary project development. Provide assistance and compliance protocols for Joint Powers Authority public-private-partnerships (P3) which included project management and incubation of institutional capital relationships. Involved in the expansion of California’s largest JPA conjunctive water management asset. Sourcing private accredited investor and institutional capital relationships for the expansion of a water and energy enterprise. Prepared business plans and strategy for a sponsor agency raising $500million for water enterprise developments. Received commitments in excess of $1.25billion. Other analysis duties included the project management and capital raise of another assets $750million from infrastructure investors for a land acquisition, renewable energy water and power utility enterprise. Developed risk management and enterprise strategy which included quantitative and qualitative risk strategies for asset development. Executed enterprise and operations management due diligence.
  • Pacific Financial Advisors (Pfa), Wealth Management
    Investment Fiduciary, Branch Officer, Asset Manager
    Pacific Financial Advisors (Pfa), Wealth Management Jun 1996 - May 2003
    San Francisco Bay Area, Sacramento
    Duties focused on business development, supervising investment account activities, trading, sales and marketing activity. Worked with public and private clients developing asset allocation strategies, assessing the alignment of interests. Performed duties as a licensed fiduciary and senior compliance officer accountable for ensuring operations compliance and audits with multiple regulatory agencies. As the senior compliance officer conducted audits and compliance reviews for branch locations. Managed partnerships and alliances designed to drive revenue opportunities and enhance operational performance. Coached and developed the skills of investment and branch staff. Specific assignments: senior compliance officer, branch manager and chief investment officer for more than $140,000,000.00 in qualified plans assets. Sub-advisor to a CPA firm operating a Registered Investment Advisory with fiduciary assets exceeding $900,000,000.00. As authorized compliance officer executed over 4 million transactions (trades) in listed equities, Regulatory D and Section 144 Private Placements, etc. All trades executed and audited with a “zero-deficiency” compliance rating.
  • Marketingone Securities (Bank Of The West)
    Senior Consultant
    Marketingone Securities (Bank Of The West) May 1992 - Jun 1996
    San Francisco, The Peninsula And Sacramento
    Worked with bank clients to develop asset allocation strategies, income plans and to align customer portfolios with financial goals. Duties included: establishing new account sales using an array of investment and financial products. Generated leads and delivered seminars on the topics of estate planning, retirement income planning, investment planning and strategy and, created policies and procedures manuals for regulatory compliance protocols. Developed internal compliance, operations and production protocols for managing sales producers and branch staff. Coached, mentored, and guided staff on cross-selling opportunities. Top sales producer for 3 consecutive years achieving top 1% in sales, meeting regional million dollar annual sales goals.
  • Marketingone - Investment Advisor
    Senior Advisor - New Business Development
    Marketingone - Investment Advisor 1992 - 1996
    Opened new customer accounts, developed Policies and Procedures Manuals, trained and managed staff and regional offices on cross selling opportunities. Acknowledged as top sales producer for three consecutive years. Achieved top 1% in production. Developed compliance, operations and production systems for managing producers and client accounts.

Gary Walton Skills

Financial Analysis Analysis Financial Modeling Portfolio Management Asset Management Renewable Energy Renewable Energy Analysis And Development Compliance Strategy Business Development

Gary Walton Education Details

Frequently Asked Questions about Gary Walton

What company does Gary Walton work for?

Gary Walton works for Devco

What is Gary Walton's role at the current company?

Gary Walton's current role is Development and Project Analysis, Management.

What is Gary Walton's email address?

Gary Walton's email address is gw****@****ail.com

What schools did Gary Walton attend?

Gary Walton attended Finance & Management, Mba, University Of California, Berkeley, Skyline High.

What skills is Gary Walton known for?

Gary Walton has skills like Financial Analysis, Analysis, Financial Modeling, Portfolio Management, Asset Management, Renewable Energy, Renewable Energy Analysis And Development, Compliance, Strategy, Business Development.

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