Empellor CRM provides management and technical consulting services to the financial, healthcare, and manufacturing industries, specializing in architecting and implementing CRM, business intelligence and marketing platforms.

Led the management team focused on strategic direction as well as distribution, marketing, product development, operations, and new growth opportunities for ANCAPA holding companies.

LEADERSHIP AND STRATEGIC DIRECTION:• Successfully led EnerCom, a prominent oil & gas strategy consulting firm, overseeing strategic direction, distribution, marketing, product development, operations, and new growth opportunities.• Managed three key lines of business: consulting services, investor conferences, and publishing (www.oilandgas360.com).• Served as a member of the executive committee and held a position on the ANCAPA Board of Directors, leading annual shareholder meetings.CONFERENCE MANAGEMENT & EXPANSION:• Increased conference earnings by expanding the number of sponsors and creating sponsorship package levels.• Successfully rebranded and expanded The Oilfield and Services Conference in San Francisco to EnerCom Dallas, achieving substantial growth in registrations (from 200 to over 650) and presenting companies (from 25 to 40).• Led the development and execution of a new EnerCom conference, the Oilfield Tech & Innovation Conference.DIGITAL TRANSFORMATION & REVENUE GENERATION:• Pivoted EnerCom's online publication, Oil & Gas 360, from a cost-center to a revenue-generating model through subscriptions and advertising, focusing on providing data and original industry content.PODCAST CREATION & MANAGEMENT:• Created, produced, and executed EnerCom's energy-focused podcast, The Oil & Gas Show, enhancing the company's image as a leader in strategy, market intelligence, and management consulting.

LEADERSHIP & OVERSIGHT:• Led Corporate Operations, overseeing IT and HR departments, Internal Audit, Office Administration team, and Facilities Management.• Managed an overall Corporate Operations G&A budget of $30MM.INFORMATION TECHNOLOGY:• Provided management oversight of Triangle's corporate infrastructure and enterprise systems in Denver and North Dakota.• Led IT staff to ensure uptime, developed and tracked annual IT Strategy Plans, with a focus on security, ITGC’s, and disaster recovery.• Extended leadership to subsidiary firms, including Triangle USA, Caliber Midstream, and Ranger Fabrication.HUMAN RESOURCES:• Managed all payroll and benefits for Triangle and subsidiary firms (Triangle USA and Ranger).• Set strategic direction with the HR team and implemented process improvement initiatives.• Achieved a 35% savings to the HR G&A budget by successfully transitioning from a hosted PEO to an internal payroll & benefits model.• Served as a member of the Investment Committee with administrative oversight of the firm's 401K plan.FACILITIES & ADMINISTRATION:• Negotiated and managed leases and contracts for Triangle and Caliber Midstream entities.• Led office expansion projects for both entities ($2.5MM for Triangle, $1MM for Caliber Midstream).• Managed all operations and maintenance, physical security, and project and construction management.

INFORMATION TECHNOLOGY: • Oversaw RCF's global information systems, managing offices in Denver, Perth, New York, and Toronto.• Developed, maintained, and tracked the RCF IT Strategy Plan, standardizing IT policies and procedures.• Managed service vendors for projects, system improvements, cybersecurity testing, capital equipment purchases, and disaster recovery planning.• Directed a significant transition from an outsourced MSP to an internal support model, resulting in a 28% savings to the IT G&A budget.RISK MANAGEMENT:• Developed a comprehensive cybersecurity Incident Response plan.• Conducted vendor Due Diligence site visits to ensure SSAE 16 SOC 1 exam compliance.• Managed all corporate insurance plans, including General Liability, Directors & Officers (D&O), global travel insurance, and medical and life coverage.FACILITIES & ADMINISTRATION:• Managed cost-effective fixed asset management for RCF North American offices (Denver, New York, Toronto).• Oversaw planning, tracking, and annual physical inventory for fixed assets.• Negotiated and managed leases and contracts for RCF North American offices, including overseeing a $1.5MM office expansion in 2012.• Managed office equipment and telephony systems.• Supervised all administrative staff globally, including executive assistants.

LEADERSHIP & OVERSIGHT:• Provided strategic leadership in operations, compliance, marketing, and investor relations. Emphasized internal controls, reporting, systems management, corporate infrastructure, and communications.FUND OPERATIONS:• Reconciled and approved monthly NAV, including partners' allocations and reports from the fund administrator.• Reviewed and maintained internal control policies and procedures, overseeing the annual review process.• Managed the annual audit, coordinating with auditors and fund admin for year-end financial statements and disclosures.INFORMATION TECHNOLOGY:• Enhanced productivity and compliance by upgrading internal systems for centralized access to corporate information (CRM and SharePoint).• Established email and instant messaging standards to meet regulatory obligations.• Ensured the veracity of the Business Continuation Plan through monitoring and annual testing.REGULATORY COMPLIANCE:• Developed and implemented a comprehensive compliance system, focusing on fund and firm compliance.• Coordinated all interactions with the SEC during the Firm's 2009 full audit exam.• Managed regulatory responsibilities for SEC and FINRA/IARD registrations, ADV filings, and annual offer.• Coordinated the development and periodic updates of the compliance manual and executed quarterly personal trade verification reviews.INVESTOR RELATIONS & MARKETING:• Served as the primary point of contact for investors.• Designed, developed, and managed all marketing aspects for Firm products, including pitch-books, attribution analysis, exposures, portfolio turnover, quarterly commentary, DDQ, and proposals.

Managed project teams across the project life-cycle as the primary IT subject matter expert for Intermediary, Institutional, and International sales distribution and marketing channels.Directed global deployment of Janus's enterprise-wide CRM initiative, achieving a 400% user adoption growth rate within 3 years. Conducted system training programs for the wholesaler distribution force in the U.S., Europe, and Asia.Led the project and technical development team for Janus's redemption model data warehouse, resulting in an 85% predictive-response behavior for retention analysis and positive ROI for cross-sell product initiatives.Oversaw the technical design and system integration team for Janus's strategic outsource initiative, transferring corporate literature fulfillment warehouse capability to a national distribution firm.

Responsible for managing all IT projects for the Intermediary Sales and Marketing department.