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● Focuses on providing advice to cross-border investments that leverage global markets and talent to grow industry-leading companies.● Aids Alberta-based companies through the capital, relationships, and business expertise by providing them with the most appropriate solutions and suggestions. ● Advises clients on the products and services that suit their needs and objectives and analyzes their investment opportunities to guide them toward the best option.

● Performed strategic planning, oversaw staffing, and ensured communications media and financial aspects of the company were up to date. ● Managed campaign staff, membership sales, vendor relations, and community relations including, Aboriginal affairs, industry groups (CAPP, SEPAC), PC party officials, Ministers, MLA, and the Alberta electorate.

● Created and underwrote the Platinum Diversified Yield Fund Limited Partnership. ● Provided asset-backed financing (mezzanine debt) to Mid-Cap Energy Production and Service companies seeking alternatives to traditional sources of capital.

● Managed and traded a $35 million private oil and gas portfolio personally; provided top-quartile realized returns.● Executed over $400 million in trades and established extensive trading, research, and business relationships within national and international investment and oil and gas industries.

● Provided personalized investment advice and financial portfolio management for individuals with a primary focus on the Canadian oil and gas industry (large-cap equities, debt, royalty trusts). ● Developed personally tailored investment solutions for clients and followed through on the investment actions approved by clients.

● Evaluated mid-cap private and public oil and gas companies and the development of merger, acquisition, and financing opportunities.● Oversaw deal execution, from the development of board presentations, valuation analysis, and marketing documents to due diligence, negotiations, and closing.

• Oversaw and performed media relations, speechwriting, constituency affairs, correspondence, and phone calls consistently. • Performed writing and scheduling member’s statements, daily question period assignments as well as parliamentary debate and committee speaker rotations.• Conducted research and created reports on various topics based on client requirements; oversaw all incoming and outgoing communications, including emails, phone calls, reports, and internal correspondence.