Palmer Kaplan Email & Phone Number

Houston, Tx, Us

Houston, Texas, United States

• Increased annual revenue by $1.02M through identifying and resolving incentive registration issues for solar sites, resulting in enhanced asset profitability and alignment with program requirements.• Oversaw financial asset management for a rapidly growing utility-scale portfolio, expanding from 11 MW to 93 MW across 18 utility-scale sites in two years.• Developed and refined financial models to enhance profitability, support scalability, and align with investor goals across assets under various incentive programs, working with major utilities such as National Grid, Eversource, SCE, PG&E, ConEd, and CMP.• Performed sell-side analysis for a solar subsidiary, collaborating with the CFO on strategic valuation and positioning to attract investor interest and optimize transaction results.• Constructed board materials on financial performance, enabling informed decision-making for private equity investors, including Actis and EnCap.• Served as primary contact for utilities, community solar providers, and third-party partners, fostering relationships to streamline communication, expedite issue resolution, and support accurate reporting.

Houston, Texas, United States

• Managed financial operations for customer portfolios across multiple retail electric markets in the US, ensuring precise revenue recognition, regional compliance, and optimized revenue streams.• Forged strategic partnerships with clients, utilities, and internal stakeholders to enhance operational efficiency and improve portfolio management systems.• Implemented a new internal operations optimization strategy, winning first place in the company’s nationwide innovation challenge.

Houston, Texas

• Supported finance strategies by guiding companies on strategic site selection decisions across industries, including energy, healthcare, architecture, and general business.• Modeled the financial implications of new and restructured leases to enable informed decision-making.• Cultivated relationships with portfolio clients through identifying and presenting new commercial real estate opportunities.• Performed advanced financial analysis to support a top 20 global architecture firm in optimizing real estate negotiations and decision-making.

B.S. In Finance

LSU Student Finance Association, Phi Sigma Theta National Honor Society Member, Kappa Sigma Fraternity Philanthropy Chair

Education record

Debate: CFISD Tournament Champion, ranked 15th of 276 speakers in Public Forum at State Tournament Co-Chairman: Junior Statesmen of America: