Lead multiple corporate efforts, primarily business development.Produce and deliver sales and marketing presentations to a wide cross section of utility business & IT executives and professionals. Evangelize the vision and strategic value of our GridX Big Data Billing Analytics technology and products to all who will listen, but most importantly to utilities, regulators, technology partners, system integrators, employees, and investors. Write marketing documents, RFP responses, Board presentations, industry conference presentation abstracts and applications.Negotiate sales and partnership agreements.Maintain historical financial statements and create financial forecasts.

Co-managed a long/short equity fund focused on the electric utility and power sectors for 12 years. Exercised shrewd judge, employed extreme diligence, and took virtually zero beta risk to generate 12+ year track record of substantial positive performance for portfolio sizes ranging up to a half billion dollars. Only 1 year of negative performance.Conducted primary research on > 30 Investor Owned Utilities (IOUs) & Independent Power Producers (IPPs). Research included SEC and other public filings, Sr. utility management meetings, State and Federal Utility Regulatory Commissioner meetings, Wall Street analyst meetings.Developed detailed financial models encapsulating all research findings. Employed the financial models to create security valuations using industry standard and proprietary valuation metrics and methods.

Co-manage a long/short equity fund focused on the electric utility and power sectors for 12 years.Exercised shrewd judge, employed extreme diligence, and took virtually zero beta risk to generate 12+ year track record of substantial positive performance for portfolio sizes ranging up to a half billion dollars. Only 1 year of negative performance.Conducted primary research on > 30 Investor Owned Utilities (IOUs) & Independent Power Producers (IPPs). Research included SEC and other public filings, Sr. utility management meetings, State and Federal Utility Regulatory Commissioner meetings, Wall Street analyst meetings.Developed detailed financial models encapsulating all research findings. Employed the financial models to create security valuations using industry standard and proprietary valuation metrics and methods.

Co-managed a long/short equity fund focused on the electric utility and power sectors for 12 years.Exercised shrewd judge, employed extreme diligence, and took virtually zero beta risk to generate 12+ year track record of substantial positive performance for portfolio sizes ranging up to a half billion dollars. Only 1 year of negative performance.Conducted primary research on > 30 Investor Owned Utilities (IOUs) & Independent Power Producers (IPPs). Research included SEC and other public filings, Sr. utility management meetings, State and Federal Utility Regulatory Commissioner meetings, Wall Street analyst meetings.Developed detailed financial models encapsulating all research findings. Employed the financial models to create security valuations using industry standard and proprietary valuation metrics and methods.

Co-Managed Franklin Utility Fund and Franklin Global Utilities Fund and advised other fund managers with utility investments representing a total of $6 billion invested in the sector

Investment banking (M&A, sponsors group)

· Member of High Yield Team managing more than $3 billion in high yield bonds and preferred stock · Industry responsibilities included healthcare, autos, chemicals, oil & gas, and airlines

Partook in company management rotation program