Leah Layton Email & Phone Number

Stamford, Connecticut, United States

Houston, Texas, United States

Houston, Texas

Responsible for strategy and technology implementation for new clients, leading communication and coordination from front to back to ensure client is connected to our energy consulting plan, including tax audits, risk avoidance strategies, utility data management, natural gas and electricity procurement, and on-call adhoc business requests and reporting..

Houston, Texas

Houston, Texas

Advanced key initiatives for qualifying customer relationships in ERCOT, increased number of channel partner relationships by 75% in 6-month period.Selected as Executive Committee member to evaluate systems for operational support such as pricing models, billing engines, and CRM system.Responsible for coordination within internal teams to align transaction.

Houston, Texas

Project lead on new business implementations for electricity business with proven results around capturing physical asset-based trading, financial speculative trading, FTR deal capture, and front to back wholesale and retail power solutions. Point of contact for specific daily position and P&L responsibilities for generation assets, physical and financial.

Houston, Texas Area

Daily preparation of P&L analytics for power, natural gas, coal, and emissions business.Engaged effectively with risk teams to review VAR, drawdown, and daily performance metrics.Participated in ad-hoc requests to meet business needs and requirements, as well as monthly financial reviews with executive management team.

Houston, Texas

Developed firm wide goals and action plan with client managers to increase customer retention rate by 35% over 12-month period. Working closely with team to implement an internal client conversion system by creating benchmarks for prospect-to-client status, monitor account funding, transition efficiency to develop a consistent customer experience. Managed.

Dallas/Fort Worth Area

Maintained portfolio models and investment targets for 5 managing partners (minimum account size was $1MM) executed trades electronically across 600+ managed accounts. Accountable as the firm's interface between all utilized custodians, managing daily client communications and account maintenance.Composed quarterly reports tailored to client’s individual.

Assisted Vice President of client services in managing a $10 million dollar client portfolio.Structured a direct marketing campaign and client appreciation events.Created portfolio presentations for prospective clients using Morningstar and Bloomberg reports.