Investments and capital raising across energy, energy transition and infrastructure. • Raising over $1 billion of equity capital.• Raised equity capital for battery storage microgrid company• Raised equity capital to recapitalize and restructure a utility sector technology company• Strategic advisor to Canadian Oil & Gas and Midstream company. Raising expansion capital for internal projects, acquisitions and energy transition pilot projects. Capella Securities: Registered Representative (Finra registered Advisory firm). PPL/Safari Energy (Portage Point Partners): established JV to originate, structure and develop renewable power projects and microgrids; signed a funded option agreement on c. 1000 acres in Georgia and negotiated multiple other development projects.

Private Equity / Venture Capital Fund making investments in economically viable energy transition technology and as a bridge from proven science to first commercialization. Member of Investment Committee. Investments made in SAF, SMR, Thermal Solar, and Utilities Infrastructure Technology companies.

• Launched private equity investment group, expanded it globally, and realized top tier returns. • Launched multiple investment strategies in energy, infrastructure, renewables, energy transition & emerging markets.• Responsible for all aspects of Portfolio Management including investment strategy, origination, negotiation and deal closing, exit strategy, risk mitigation, compliance, regulatory, and diversification strategies. • Expanded platform globally with offices in US, Asia and Europe. • Director on multiple company boards.• Extensive network of company executives, fund managers, bankers.• Member of the Project Finance team. Extensive experience structuring and negotiating project finance investments. • Led the energy investment banking team for two years and closed on large sell-side mandates in US, Canada and Brazil.• Committed capital in over $10 billion of investment transactions.

➤ Incline Capital▸Board Member, Terra Microgrid LLC, Canadian microgrid power generation company ▸Board Member, Renewal Energy Solutions LLC, solar and battery storage company▸Partner, Member of Investment Committee, Levelized Capital, energy transition VC fund➤ BNP Paribas, Private Equity Group▸Board Member, Dale Bakken Partners 2012-2020▸Advisory Board Member, MECO 2013-2020▸Board Observer, Moneta 2007-2020➤PCM CapitalControl Investor & Board of Director roles▸Board Member, American Heritage Group ▸Board Member, R Homes Corporation▸Board Member, Cygnus Corporation▸Board Member, ERG CorporationVC Investor/Interim Management Roles▸Wirestone.com (Leading digital agency)▸Floritel.com (B2C florist in Europe)▸VPC.com (fintech)▸R Homes (modular homes)Board Member, Corporate Law Center, Fordham University

Lead fixed income analyst covering food & beverage, travel & hospitality, online travel (Orbitz, Travelocity, Galileo) CLOs, CDOs, and securitizations. Covered companies included Coca-Cola, PepsiCo, McDonalds, Yum! Brands, Cendant, Anheuser-Busch, UST as well as many below investment grade issuers. Regularly interviewed by WSJ, FT, Washington Post, Barons and other majors newspapers and media outlets.

Made control investments in turnaround situations and Venture Capital backed Internet companies (Fintech, B2B & B2C Ecommerce). Led multiple turnarounds and restructurings of distressed lower-middle-market businesses as a control investor and launched and funded multiple start-ups including web development, e-commerce and FinTech companies. Successfully completed roll-up strategies in Internet and business services sectors including Wirestone.com, a leading web developer recently acquired by Accenture. Seed sponsor of Virtual Purchase Card, a FinTech venture similar to PayPal. Experience repositioning business strategy, raising capital and negotiating with creditors to restructure businesses. Board member of multiple companies.

Mezzanine debt and equity funding in distressed and underperforming companies across various industry sectors including transportation, business services, manufacturing, specialty finance, retail, and media technology companies. Invested in supermarkets, security alarm businesses, digital & special effects media technology companies, bottled water distribution, and tourism businesses.

Represented investors and companies to finance large asset acquisitions of commercial aircraft, oil tankers and cargo vessels, and railcars. Structured transactions to optimize financing costs and tax benefits. US IPO for a European company and a public debt offering for a Major oil company.