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BUSINESS DEVELOPMENT / COMMERCIAL DEVELOPMENT
Acquisition Planning & Execution / Negotiation Strategies / Delivering Results

Top-producing, management professional with experience demonstrating leadership, expertise, and distinguished performance in project planning and implementation, new business development initiatives, and investment management for the oil and gas industries. Strong track record of managing cross-functional teams that collaborate as a focused unit to achieve aggressive business goals. Successful in leveraging strategic partnerships to negotiate and win new profitable oil / gas contracts. Strong interpersonal skills, able to motivate teams to peak performance. MBA Graduate.
CORE LEADERSHIP COMPETENCIES

* Joint Ventures & Divestitures * Negotiation & Closing Strategies * Strategic Alliances & Partnerships
* Budget & Expense Control * P&L Management * Contract Administration
* Profit Generation Strategies * Strategic Planning * Cross-functional Leadership
* New Business Development * Project Management * Gas & Oil Operations

PROFESSIONAL EXPERIENCE

Merrill Lynch / William Financial Group / Zephyr Financial, Houston, TX 2003 – 2007
Financial Advisor

Firms providing a wide array of investment products to manage portfolio risks for high-wealth clients.

Provided financial information and advice to support investment portfolios and retirement planning. Monitored customer preferences to determine focus of sales efforts. Reviewed operational records and reports to project sales and determine profitability. Developed external business opportunities to support corporate profitability objectives.

Selected Achievements
* Managed net assets valued at more than $5 million by establishing and maintaining key relationships with clients to minimize portfolio risk while providing financial security.
* Generated significant revenue growth by maintaining a clear understanding of sale targets and awareness of market conditions to include sales, pricing structures, and account tracking for financial security products.
* Developed, implemented, and evaluated the effectiveness of product marketing strategies and promotional campaigns that included advertising, direct marketing programs, and seminars to promote a vast array of financial products to meet customer needs.

Torch Energy, Houston, TX 1996 – 2002
Facilities Manager

Firm specializing in production and exploration of oil and gas products.

Led efforts to acquire and divest plant assets with accountability for profit and loss performance. Planned and coordinated processing and marketing strategies to ensure efficient operations. Served as a liaison between employees and vendors to identify and resolve facility issues. Conducted negotiations with interest holders to identify the right mix of incentives to purchase ownership shares. Managed commercial aspects of client-owned gas processing plants, gathering systems, and gas pipelines as well as marketed natural gas and natural gas liquids (NGLs).

Selected Achievements
* Generated more than $50 million in additional profit by uniting major oil companies to develop and implement project plans to process natural gas for a planned tertiary flood.
* Developed a program to successfully negotiate the buyback and sale of ownership shares to stabilize ownership interests that streamlined and enhanced plant operations, while generating a 27% return-on-investment (interests sold).

Astra Resources, Houston, TX 1992 – 1996
Manager – Business Development

Non-regulated affiliate of Kansas Power & Light utility company focused on acquiring oil and gas assets.

Led the identification, evaluation, negotiation, and closure of energy acquisitions and assets that included natural gas processing plants and gas gathering systems. Oversaw business development activities and contract negotiations (joint ventures, operations, secondary/tertiary projects, natural gas, and NGLs marketing) for the purchase and sale of energy resources. Conducted regular status meetings to inform all stakeholders of potential investment opportunities. Monitored all critical asset investment activities to ensure timely completion at appropriate quality levels and satisfaction. Planned and coordinated partner strategies and business plan to meet corporate objectives.
Selected Achievements
* Closed transactions valued more than $50 million by negotiating with various stakeholders in buying and selling energy assets.
* Performed cost-benefit analysis to assess market conditions for evaluating and recommending asset deals valued in excess of $800 million.
* Achieved more than 40% investment return by researching, identifying, and negotiating a purchase and sales agreement to acquire a plant asset for energy production.

Tenneco Gas, Houston, TX 1988 – 1992
Business Development Representative / Senior Planning Specialist

Natural gas pipeline company.

Selected to manage profitability for several natural gas processing plants and NGL pipelines in Texas and Louisiana. Implemented special projects for senior management including capital budget design and coordination, facility planning, workforce utilization, and system supply evaluation. Developed and tracked business plans on a monthly basis to measure plant performance.

Selected Achievements
* Increased net profits 20% by developing key business relationships to renegotiate existing marketing contracts focused on supporting new NGL business development efforts.
* Negotiated the purchase and sale of natural gas to support thermal reduction that increased both productivity and efficiencies within plant operations.
* Managed business risks and opportunities as well as continuous improvement initiatives to enhance plant operations and generate profitable growth.
* Reviewed plant performance data to measure productivity and goal achievement and to determine areas needing cost reduction and improvement.

Harper Oil Company, Denver, CO 1982 – 1986
Development Geologist / Exploration Geologist

Development company focused on oil and gas exploration and production within the Rocky Mountain region and the Great Basin region.

Identified and selected drilling prospects for maximum profitability. Served as project coordinator for joint venture projects. Developed various fields for oil drilling based on geological standards. Represented company in the Nevada joint venture process. Instrumental in initiating seven secondary recovery projects, representing company in unit negotiations.

Selected Achievements
* Researched, identified, and managed 50+ oil drilling prospects throughout the Rocky Mountains, producing more than 10 million barrels of oil per day.
* Generated more than 9 million barrels of oil reserves from infield drilling by identifying, evaluating, and selecting profitable prospects for production.
* Produced more than 2,000 barrels of oil per day by developing a geological analysis to implement the company's first development oil well at Grant Canyon Field.

ADDITIONAL WORK HISTORY

Consulting Geologist, Ojala Resources, Denver, CO 1980 – 1982

Consulting Geologist, GS Consultants, Denver, CO 1979 – 1980

EDUCATION / CERTIFICATIONS / LICENSES

* Master of Business Administration (Finance), Rice University, Houston, TX
* Bachelor of Science in Geology, Florida State University, Tallahassee, FL
* Certifications / Licenses: Series 7, Series 66, Registered Investment Advisor, Certified Financial Manager, Insurance License, Member National Ethics Bureau

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