Commodity Risk ManagementCommodity Asset & Portfolio ValuationDecarbonization PlanningDerivative Linked FinanceExposure AnalyticsLender Due Diligence & Field ExaminationExpert Testimony

Risk Management & Restructuring• Re-position commodity trading enterprises following losses or strategic setbacks; negotiate for new balance sheet, create new or improved commercial capabilities to more efficiently manage and operate companies, statistically model impacts of strategic initiatives impacted by market unknowns • Engaged to act as interim CRO or CFO such as done at an IPP, large refiner, global commodity trader and retail gas marketer• Conduct strategic and operational assessments for mid to large commodity trading enterprises. Recommendations and ongoing counsel to CEO’s, CFO’s and operational leadership facilitate best-in-class risk management and infrastructure efficiency driving higher returns on available capital.

Run commodity capital market activities in the America’s• Initiate new product capabilities; including commodity inventory finance, exotic options trading, municipal prepayment participation, NGL's and power.• Profitably risk manage market & credit risks• Revenue ~ $80MM

Introduce and originate derivative linked financing throughout the banks client franchise. Transactions executed carried the highest returns on capital among capital markets group RBL and PF linked transactions include a complex heat rate call embedded in a pre-construction gas fired power plant non-recourse financing.

• Conceptualize and launch the natural gas trading activity at Chase• Facilitate new activities in support of origination efforts (physical trading, exotic options, basis) • Restructured multiple businesses and portfolio transfers as part of client refinance activity, industry changes or bank merger initiatives (Chemical-Chase, Chase-JPM, BankOne-JPMChase).• Coordinated the unwind of more than a dozen counterparty portfolios and testified on the banks behalf in various legal proceedings related to the energy merchant defaults of 2002-2003.• Invited to unwind risk portfolio following business shutdown and subsequent reduction in staff. Resulting P&L over following year outperformed expectations and led to the re-establishment of the business.

Profitably trade financial and physical natural gas at large regional gas producer with significant storage asset

Originate new clearing accounts and execute transactions on behalf of clients via NYMEX

Rotate through various roles (marketing, transportation & exchange, supply, economics & strategy) within the Shell Gas Trading Company (pre-Coral)