Jonathan Marlowe Email & Phone Number

Pittsburgh, Pa

Pittsburgh, Pa

Optimization Team LeadCoordinate the purchase and sale of producer gas and marketer gas among various pipelines and LDCs, including EGTS, TCO, PNG, AVC and others.Negotiate gas purchase and sales contractsFacilitate producers and marketers in implementation of pricing strategies; structure buy/sell arrangementsManage price risk by using financial instruments to offset fixed price purchase or sales. Identifies and implements opportunities to leverage locational value of gas suppliesOptimize on pools and assets for incremental revenueRelease, segment, or procure capacity for incremental revenue or risk reduction.

Pittsburgh, Pennsylvania, United States

At Eastern Energy Field Services (EEFS) I manage delivery of gas from production meters and gathering systems to liquid trading points behind various pipelines including TCO, EGTS, and EQT. Regular duties include:Manage shipper imbalance and daily swings to optimize, allocating volumes at most advantageous markets, creating incremental revenue of $500k+ per year. Balance daily EB meters and gathering system imbalances to keep within tolerance.Provide daily and forward position for each pool to traders, including flexibility range and guidance. Release capacity to other marketers and handled AMA releases with producers generating incremental revenue of $1M+ per year. Calculate market discount for applicable illiquid pools.Regularly train team members on scheduling duties including daily and monthly tasks.Conducted analysis of capacity utilization for tracking of optimization revenue tracking.Conducted analysis of imbalance management including mark-to-market value for optimization revenue tracking.

Pittsburgh, Pa

At Dominion Energy Field Services (DEFS) I managed delivery of gas from production meters and gathering systems to liquid trading points behind various pipelines including TCO, DETI, and EQT. Managed shipper imbalance and daily swings to optimize, allocating volumes at most advantageous markets. Balanced daily EB meters and gathering system imbalances to keep within tolerance.Provided daily and forward position for each pool to traders, including flexibility range. Release capacity to other marketers and handled AMA releases with producers. Performed an audit of capacity available to release, enabling an increase in revenue of $500k+/year from capacity releases.Conducted analysis of production profiles against forward curves for break-even analysis.Regularly trained team members on scheduling duties including daily and monthly tasks.

Greater Pittsburgh Area

Performed cash-flow financial and economic modeling for distributed energy projects and included scenario analysis highlighting risk exposure and opportunity.Performed heat-rate and spark-spread analysis on generator efficiency and break-even.Created deployable models for reporting and analysis to support the organization.

Greater Pittsburgh Area

Created more than six Capacity Pricing Models for capacity-assigned Choice and P1 LDCs in the Ohio and Pennsylvania region. Several of these priced in tandem with SCO large volume auctions. Worked with IT and traders to move the models from spreadsheet to a system-based pricing, accounting for accurate volumes and basis, demand charges, and valuation.Built pricing proposals for commercial and industrial customers, including Fixed price, NYMEX-plus, and Index, including different swing options to cover risk.Facilitated cash pricing for spot purchases and liquidations, especially during critical times such as OFOs or other restrictions.Maintained compliance with Dodd-Frank, Sarbanes-Oxley, and internal policy for all scheduling, trading, and pricing procedures.

Managed daily scheduling of up to 6 Bcf/year gas transportation for 20+ utilities across 10 states. Provided round-the-clock support for utilities and counter parties on scheduled gas deliveries. Collaborated with cash trading desk to optimize of $2M+ using capacity, storage, banking and other assets.Provided forecast and daily delivered volumes to accounting group for P&L tracking.Executed internal audit of 4 Bcf of gas over 30 pools to tie volumes to correct business unit and P&L group.Maintained compliance with Dodd-Frank, Sarbanes-Oxley, and internal policy for all scheduling, trading, and pricing procedures.

Greater Pittsburgh Area

Managed daily scheduling of gas transportation (nominations, balancing, volume verification, and minimizing penalties) for 10+ utilities in the eastern-US. Managed and balanced pools and portfolios of gas, including various storage pieces, local production, and numerous other sources of gas.Additional duties included monthly scheduling, imbalance trading, and providing pricing for incremental and baseload customer deals.

Greater Pittsburgh Area

Contacted and corresponded with current and prospective clients. Presented to prospective clients options for a clear and simple individual-appropriate portfolio designed for long term success.Built diversified portfolios with mutual funds designed to reduce risk and maximize returns with minimal expenses. This includes a focus on finding the age and risk appropriate balance for clients, rebalanced to bring risk back to its expected and desired level.Acquired a Series 6 and Series 63 Certification to serve clients and verify proficiency in the industry (currently expired).

Responsibilities Include:Serve as a resource and referral for studentsMaintain a clear and consistent communication between residents and college administrationComplete and maintain RCF forms and other related paperworkEnsure safety and security of facilitiesAssist in emergency situationsEnforce processes and policies

Responsibilities Include promoting bank products, handling client transactions, closing checking/savings accounts, reliably balancing my cash drawer, and assisting in balancing of the branch vault.This is what started my interest in finance and personal finance - especially in recognizing that client needs are rarely met in the traditional financial services industry.

Foundational Leadership Course (Flc) Certificate

Bachelor Of Science, Business Administration, Financial Economics

Activities and Societies: Students in Free Enterprise (SIFE), Student Government Association, Titan Traverse (outdoor leadership).