Preferred Sectors

 
Financial Services

Expertise

 
Other
Investment Banking
Management Consulting
Marketing

Languages Spoken

 
English
$151.3K

Total Earnings

1

Avg Response Time

13

Jobs Completed

1484

Total Hours Logged


Experience

 
 
Other
TJV Consulting - President
06/2014 - Present
Strategic financial consulting focusing on supporting investment banks and private equity firms with transactions and financing. Expert financial modeling & forecasts, valuation, investor teasers, pitchbooks, business plans and CIMs.

 
Investment Banking
Castle Placement, LLC - Managing Director
03/2018 - Present
Originated and executed M&A and capital raises. Castle Placement raises private institutional capital for private companies and funds using a high-tech data-driven technology platform. Series 7 & 63 licenses.

 
Investment Banking
Aegis Energy Advisors Corp - Director
06/2016 - 12/2017
Oil & gas refining M&A, private placements, advisory and fairness opinions.

 
Investment Banking
Sumitomo Mitsui Banking Corp - Vice President and Senior Credit Officer
05/2013 - 05/2014
Senior credit review and approval of a portfolio of for oil & gas (upstream downstream, midstream, oilfield services & drillers).

 
Management Consulting
Booz Allen Hamilton - Energy Economist
12/2010 - 03/2013
Advised US Government DOE and DOD clients, and published internal white papers, on energy market and company trends, valuation and pricing.

 
Marketing
Standard & Poor's - Global Oil & Gas Commodity & Equity Analyst
08/1999 - 11/2010
Researched and published views on oil & natural gas commodity market trends & prices and equity recommendations for a portfolio of oil & gas companies (integrated oil & gas, exploration & production, refining &
marketing, oilfield service, drillers, pipeline and tankers).

 
Investment Banking
PNC Capital Markets - Senior Associate Director
08/1997 - 08/1999
Senior investment banking analyst focused on energy, metals & mining transaction advisory & due diligence (M&A, IPOs, structured finance, private placements, ABS, high yield bonds, distressed loans and workouts).

 
Investment Banking
Citibank NA - Assistant Vice President
05/1991 - 06/1996
Lead banking analyst for deals, project financings and distressed debt workouts. Evaluated investment & market risks & returns, and estimated corporate credit ratings. Supported energy commodities desk. Graduate of formal Credit Training Program (Citicorp Institute for Global Finance). Family leave for terminally ill parents.