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(Planning to Relocate)
Summary Business professional with diverse background in executive management, oil and gas investments and project development. 15 years experience in high-pressure business environments. Demonstrate proficiency interfacing with a broad clientele and resourceful in securing information with which to achieve corporate goals. Proficient in Word, Excel, PowerPoint, Access, ACT, OGSYS and other various accounting software programs. Comfortable working in the following business arenas: Energy, Public Relations, Marketing, Investments, Office Management, and Accounting.
Areas of Effectiveness
Projects Fiscal
* Project Planning and Research * Financial Analysis and Documentation
* Contract and Service Negotiation * Budget Constraints and Management
* Interface with Internal/External Sources * Accounting Practices
Clients Supervisory
* Establishing Rapport at all Levels * Research, Reporting and Presentation
* Written and Verbal Communications * Team Leadership and Motivation
* Handling People with Difficult Problems * Multi-Tasking and Meeting Deadlines
Professional History and Accomplishments
2001- Texas Keystone, Inc., Pittsburgh, PA
2003 Director of Investor Relations
* Organization engages in the acquisition, exploration, development and production of natural gas and oil properties in Pennsylvania, West Virginia, New York and Ohio. Its two to four Private Placement offerings per year are marketed nationally through registered brokers dealers.
* Directed and oversaw organization's investor relations department. Sole liaison between the company, its 1,200 investors and 300 brokers. Created marketing materials and PowerPoint Presentations. Accounted for millions of dollars raised through direct participation offerings. Maintained and improved relations by implementing monthly correspondence, quarterly reporting on 35 programs, bi-monthly newsletters, and creating the website. Worked very closely with the accounting department regarding revenue distribution, K-1s, prior performance table, etc. Relied on extensive experience and judgment to plan and accomplish goals. Was granted a wide degree of creativity and latitude.
1999- Merrill Lynch
2001 Client Associate, Sewickley, PA
Marketing Assistant, Pittsburgh, PA
Client Associate, Traverse City, MI
* Prepared and processed account documents, executed trades, performed broker transfers and handled day-to-day investor inquiries for two $1M Financial Consultants in a fast-paced brokerage house. Coordinated marketing materials, arranged seminars and completed Financial Foundations as Marketing Assistant in the downtown Pittsburgh office.
1988- North Michigan Land and Oil Corporation/Nielson Enterprises Corp., Traverse City, MI
1998 Vice President, Antrim Gas, Inc. (1991-1998)
Property Manager, Dale Nielson, Realtor (1997-1998)
Administrative Assistant, Antrim Gas, Inc. (1998-1991)
* Served as a key decision maker and team contributor for this multi-faceted organization and its subsidiaries. After three years in a support rode, received promotion to Vice President of Antrim Gas which acquired, explored, developed and produced natural gas and oil properties in the state of Michigan. Oversaw the process of due diligence team during its review of over 300,000 documents pertaining to the sale of the gas projects to General Electric and Fruehauf Antrim, L.P.
Professional History and Accomplishments, continued,
* Attended state lease auctions on behalf of the company and bid on high dollar leases. Extensively involved in all phases of project management including acquiring leases, developing units, securing permits, facilitating services and contractors for site development, drilling, gas production, product sales, and all individual project accounting functions. Interfaced with field personnel daily to assess needs and make decisions which impacted well operations. Knowledgeable in gas marketing and nominating and selling gas on the spot market.
* Ensured compliance with numerous environmental organizations; i.e. DNR, DEQ, EPA, FERC, MPSC. Interfaced in-depth with investors to coordinate projects as well as the townships, property and mineral right owners, and vendors. Became proficient in title curative during site planning for state-owned or private properties. Knowledgeable of property deeds, right-of-ways, mineral right ownership, land lease, etc. Successfully secured pollution exemption certificates and met air quality guidelines. Scope of work encompassed 26 projects with a total of 280 wells.
* Researched prospective business ventures for the organization. Conducted site visits, cost analyses, company performance evaluations, and market feasibility studies on various real estate opportunities.
* Assisted in corporate legal matters; i.e., attended court proceedings, prepared supporting documentation, and provided testimony in court cases. Managed administration of the office, prepared correspondence to investors, royalty owners, attorneys and federal/state organizations regarding project status. Supervised a staff of four support personnel.
* Performed post-production cost calculations for the State of Michigan and the Department of Treasury marketing cost deductions for severance tax calculations. Achieved success in a precedent-setting claim against the Department of Treasury. Prepared AFEs, approved vendor invoices, Division Orders and joint interest billings (JIBs). Prepared financial statements, P&: statements, and 1099s. Assisted CPA with Section 29 tax credit. Reconciled accounts payable, accounts receivable, personal property taxes, and all revenue/royalty distributions.
* As Property Manager for Dale Nielson, Realtor, responded to maintenance needs for both residential and commercial units which were comprised of apartment complexes, individual homes, duplexes, office complexes and commercial buildings. Held sole accountability in leasing of the residential units. Coordinated bids for construction projects.
* Served as a representative of the company through Michigan Oil and Gas Association (MOGA), COPAS (petroleum accountant's organization), Traverse Area Association of Realtors (TAAR), and the Traverse City Area Chamber of Commerce.
Education Northwestern Michigan College, Traverse City, MI Business Aviation 1981-1982
Lansing Community College, Lansing, MI Business Aviation 1979-1981
Michigan State University, East Lansing, MI Liberal Arts Curriculum 1978-1979
Licensure State of Michigan Licensed Real Estate Salesperson
Private/Commercial Pilot's License (inactive)
Community Special Olympics, Women's Resource Center, Children's Hospital and various cancer charities
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