Joe Peluso Email & Phone Number

Denver Metropolitan Area

I manage all aspects of utility and ISO engagement for Demand Response and Energy Efficiency programs in multiple Western energy markets with a focus on optimizing load management to decarbonize energy for our customers.

Denver Metropolitan Area

I held responsibility for the change management process and revenue forecasting in addition to my responsibilities in Outreach and CX. I worked closely with leadership on strategic planning and projects to support the growth of business and its new products.

Denver Metropolitan Area

I oversaw the customer experience operation from lead generation to advocacy. I designed our outreach cadence and schedule, tracked and managed KPIs, delivered quarterly outreach reporting, and collaborated regularly with leadership. I also owned hiring, recruiting, and training for our outreach operation. I also managed and supported a team of 20 energy advisors.

Greater Seattle Area

I held responsibility for the VC outreach operational workflow including increasing efficiency and effectiveness of outreach strategy, outlining new engagement methodologies, reporting KPIs to leadership, and supporting customer requests without impact to quality. I managed a team of onshore and offshore employees.

Greater Seattle Area

Greater Seattle Area

• Operations Specialist: Working on day-to-day operations at a large climbing gym. Specialists also need to stay informed on the entire climbing shoe product line of Scarpa and FiveTen in order to assist customers with the purchase of climbing shoes. • Youth Programs Instructor: Working with kids ages 10-12 over a 10 week period in a climbing based after-school program. Instructors develop a 20 session curriculum that are tailored to the group's unique strengths and abilities, ensuring positive climbing experiences for all the kids involved in the program. The kids are challenged through activities that not only promote climbing technique, strength, and balance but also personal development, teamwork, and a strong sense of community.• Climbing Instructor: Teaching basic bouldering classes to customers who are very new to climbing, want a basic understanding of what climbing involves, or have never climbed before. Instructors teach about hold types, falling technique, how to get yourself through a climb, climbing etiquette, and other fundamental topics to help you become comfortable with bouldering.

Skagway, Alaska

• Guided and instructed groups of up to 30 people on multi-day mountaineering trips and rock climbing trips• Rock Climbing teaching curriculum included: LNT, knots, belaying, rappelling, lead climbing (sport & trad), climbing strategies, protection strategies, anchors, multi-pitching, and rescue techniques (including escaping the belay, ascending, descending, lowering, raising, and haul systems). • Mountaineering teaching curriculum included: self arrest techniques, glissading, snow anchors, crevasse rescue, crampon types and techniques, rope team types and techniques, glacier travel, and avalanche awareness (characteristics, snow stability evaluation, safe winter travel, and rescue)

• Supported the Commercial & Specialty Finance group, which includes Equipment Leasing and Finance, Asset Based Lending, Healthcare, Security, Lender Finance, and Specialty Cash Flow. • Prepared monthly financial snapshots with summary of key metrics as well as monthly variance reports including commentary identifying key variance drivers and trend analyses• Assisted in development of Business Review presentations to clearly articulate financial analysis results to leadership teams• Worked with business to build-out the 2 year Annual Budget and 5 year Long-Term Financial Plan• Attended pipeline and portfolio meetings to get insight into business trends and form view on favorable/unfavorable variances•Assisted with due diligence on portfolio and corporate acquisition opportunities, including preparing consolidated pro-forma financials and metrics•Acted as point of contact for internal partners (e.g., Risk, Tax, Accounting, Strategy, etc.)

Chevy Chase, Maryland

• Supported Commercial and Specialty Finance• Managed a portfolio comprised of loans within Real Estate, Healthcare, Technology, and Security industries• Became proficient in asset-based, cash flow, and real estate collateralized loans• Constructed and maintained detailed financial models• Developed sensitivity analysis around key economic drivers• Processed and monitored financial transactions on a daily basis• Analyzed financial and collateral reports for company compliance with credit agreements• Facilitated internal and external credit reporting• Built and maintained strong client relationships with C-level executive

Washington, Dc

• Conducted sales of defaulted and/or non-performing Single Family, Multifamily, and Healthcare loans• Supported marketing efforts for the Single Family Mortgage Acquisition and Recovery Initiative• Participated in the preparation and execution of both the Single Family Loan Sales, and Multifamily and Healthcare Loan Sales• Analyzed loan prices for competitive auctions of FHA insured assets on the basis of Buyer Price Opinion, cap rates, and unpaid premium balance• Conducted post-sale survey of winning bidders to identify and evaluate lessons learned for future asset sales• Assisted in the designing of a risk analysis model for future sales

Aurora, Co

• Performed internal audit of historical financials• Analyzed flow of recurring prepaid revenue to increase overall performance• Implemented credit review system of clients in the pre-sale process• Conducted market research to improve the NCAIS-SIC code tracking of customers• Created client survey to advance leads for better potential clients

Leading Sustainable Innovation - Professional Certificate, Sustainability Studies

Bachelor Of Science - Business Administration And Economics, Concentration In Finance, Minor In Accounting

Activities and Societies: Men's Soccer Team, Student Ambassador, Student-Athlete Mentor Program, Student-Athlete Advisory Committee