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. Work along side Managing Director and COO to manage team responsible for external marketing, client management, and consultant growth… Show more 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. Work along side Managing Director and COO to manage team responsible for external marketing, client management, and consultant growth to focus on company POV and drive results for client engagement.Technology liaison and business analyst for Choice! Data Connect - a proprietary utility data management platform developed and managed in house. Responsible for technology enhancements to meet customer and consultant needs to continue to better our business with technology focused solutions. Show less

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 research, position reporting, risk exposure, and credit requirements. Analyzed historical energy usage to develop… Show more 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 research, position reporting, risk exposure, and credit requirements. Analyzed historical energy usage to develop and deliver proposals with solutions to meet customer needs such as power factor correction and benefits of demand response. Show less

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 trading.Responsible for daily reporting of trading and power plant P&L as well as monthly management reviews, POV development… Show more 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 trading.Responsible for daily reporting of trading and power plant P&L as well as monthly management reviews, POV development and knowledge sharing on behalf of KES electricity initiatives. Implemented trading strategies and developed deal capture methodology around congestion revenue, real-time and day-ahead markets in ERCOT & PJM.Built functionality in ETRM system (Openlink) to eliminate manual position and value tracking in spreadsheet; this provided reporting of long-term risk management outputs, accurate P&L, and position reporting around 1000MW generation asset, DA awards, RT settlement and congestion products Show less

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 live radio and community focused marketing campaigns and 1st Annual Investor Symposium to increase new prospect-to-client conversion… Show more 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 live radio and community focused marketing campaigns and 1st Annual Investor Symposium to increase new prospect-to-client conversion by 20% in the first year.Supported portfolio management with $500MM in assets under management by maintaining investment models, managing daily trading and portfolio rebalancing.Responsible for vendor management, contract negotiations and renewals, invoice review, and budget proposals. Effectively saved the company over $100K in costs over 12-month period. Directed a fully integrated CRM system and trading application with real time client account data from custodians and various pension providers, end result provided simultaneous data updates to financial net worth metrics used for profitability measures, and customized client reporting. Show less

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 needs with custom return calculations, benchmark monitoring, advisor fee billing, and comprehensive financial packages.Met… Show more 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 needs with custom return calculations, benchmark monitoring, advisor fee billing, and comprehensive financial packages.Met with prospective clients to discuss asset allocation proposals and determine specific products tailored to meet client’s income goals.Worked closely with CCO and responsible for implementing new policies and processes, and assisting with monitoring SEC compliance for the firm. Show less

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.