Organized and developed an investment strategy for a single family office. Created and maintained a reporting system for all investments including returns analysis and cash flow projections.

Energy Investment Banking - One of two senior bankers tasked with building out the MLP and midstream investment banking platform. Responsible for generating revenues, maintaining existing client relationships and initiating new client development. Broad based coverage universe with C-level relationships at companies with market values of $500 million to $6 billion.

Energy Investment Banking - A senior member of the deal team that raised in excess of $5 billion in equity capital from 2003-2007, representing approximately $300 million in revenues, and became the number one book-run underwriter of equity capital for energy companies in 2005 with over $2 billion in capital raised primarily through the 144A private placement product.