Negotiated acquisition for $500M+ of C&I scale solar, storage, and EV charging portfolios in various development stages, specializing in screening portfolios of $500K-$5M assets packaged together for large property owners nationwide
Prepared structured financing packages for tranches of projects for tax equity investors using Sale Leaseback structures
Developed models used to analyze 500+ assets incorporating credit risk analysis, sensitivity analysis, DCF modeling, and leverage
Crafted Investment Committee memorandums and presentations to approve portfolio and project acquisitions
Researched federal, state, and local programs like community solar, net metering, investment tax credits, Renewable Energy Credits to apply accretive benefits and incentives across the portfolio
Refinery Scheduler
CA Refined Products
Benicia
08.2021 - Current
Organized daily transportation of ~$13M worth of Jet Fuel, Diesel Fuel, Motor Gasoline via pipelines, barges and vessels
Analyzed market trends in 7 regions in California and Nevada to maintain optimal inventory positions in those markets
Directly supported Valero’s trading arm with market insights on refinery and terminal positions, regional traffic data, pipeline scheduling and logistics, and other trends impacting daily decision making to adjust trade positions in bulk trade markets
Executed daily market hedges to replace flat price risk with basis risk for refinery production and bulk trades
Communicated clearly with traders, refinery personnel, wholesalers, terminal operators, and logistics operators to efficiently move refined products in the most cost-efficient manner that reduces secondary costs and maximizes profit margin.
Valero Marketing & Supply
San Antonio, TX
01.2020 - 08.2022
Associate Rail Scheduler
09.2020 - 08.2021
Scheduled railcar shipments of heavy distillates, ethanol, distillers’ grain across the lower 48 states & Mexico
Monitored a fleet of 6000+ railcars coordinating storage, maintenance, requalification testing and leasing obligations
Managed inventory positions to balance the existing market conditions, wholesale forecasts, production estimates, and logistics constraints to keep terminals supplied and ethanol production plants balanced.
Evaluation of University of Houston Onsite Solar Energy Facilities
08.2019 - 12.2019
Consulted with UH office of Sustainability to determine feasibility of investments in solar facilities for Greenfield projects on campus and retrofits of existing buildings versus projected cost of clean electricity from ERCOT
Proposed preliminary NPV cost analysis and regulatory issues forecasted over 20-30 years
Presented conclusions and recommendations with team members in report to University Officials.
Development Associate
Cougar Pride – University of Houston Athletics
Houston, TX
03.2018 - 05.2019
Liaison between the H Association (Former Letter Winners Club) and UH Athletics to coordinate events and donations
Generated over $400,000 in revenue focused on low cost football & basketball season tickets and membership benefits
Led sport-specific giving program for Men’s and Women’s Golf, Tennis, and Swimming & Diving
Guided donor’s annual giving plans to maximize tax benefits and comply with new tax laws effective for 2018
Analyzed athletics development offices across the NCAA to create comparative statistics on total fundraising dollars raised, capital project donations, staff size, and donor benefit structures for use of senior management
PROJECTS
Valero Railcar Swap agreement with Trinity Railcar Services 2020-2021
Developed 10-year DCF model used to analyze the cost savings of exchanging long term rail car leases with Trinity Rail Services
Tracked and forecasted ~$300M of cash flows used to construct an agreement that saved Valero ~$60M in costs associated with railcar maintenance, freight, leasing, and ownership over a 7-year time horizon
Coordinated schedule to exchange 2,375 railcars over 18 months in an efficient and freight effective manner.
Co
Canadian Natural Resources Ltd
Calgary
04.2018 - 01.2019
Op Student – Oil & Gas Marketing Financial Services
Created daily reports consisting of global energy prices, North American petroleum product storage, pipeline throughput, refinery utilization, and drilling activity used by Business Development, Marketing and trading teams
Reconciled actual and forecasted natural gas production to balance with direct and spot sales weekly, overseeing natural gas portfolio producing 1.5 billion cubic feet per day valued at >$1B
Redesigned Crude Oil Contract Administrator role; transitioned paper filing system to digital record keeping saving CNRL from hiring full time salaried position
Researched macroeconomic developments in IMO 2020, pipeline projects, international sanctions, and global weather patterns to predict supply and demand changes in global energy markets and Western Canada Basin
Produced market research for Hedging Manager used to impact financial hedging decisions for natural gas and crude oil
Analyzed 30+ counterparties’ financial statements, supporting credit approval process to trade physical and financial oil and gas contracts on a spot and term basis.
Junior Program Coach & Mentor
COMMUNITY SERVICE, Glencoe Golf Club
Calgary, Alberta
04.2016 - 01.2019
Taught and mentored over 10 junior golfers with advice to reach collegiate levels through on course instruction, tournament selection and scheduling, and how to interact with NCAA coaches within NCAA rules
Mentored 6 players earning scholarships to play at NCAA Division I, II and NAIA universities in 2017/2018
Served as an instructor for monthly day camps for junior golfers aged 5-14, overseeing instruction of 80+ junior golfers.
Junior Program Coach & Mentor
Pinebrook Golf Course
Calgary, Alberta
04.2013 - 01.2015
Performed weekly junior golf clinics providing instruction to over 40 children aged 4-16.
UNIVERSITY OF HOUSTON, C. T. Bauer College of Business
October 2022
Master of Science - Financial Mathematics
Bachelor of Business Administration - Accounting and Finance
The Honors College
Skills
Dealpath
Google Drive – Sheets, Forms, Docs
Bloomberg Terminals
Microsoft Office – Excel, Word, PowerPoint
MarketView
Excel Pivot Tables and Advanced Formulas
RStudio
Interests
ACTIVITIES & AWARDS
, UH Men’s Golf Team – NCAA Division I – 2012-2017
Captain of the UH Men’s Golf Team – 2016-2017
Member of SAAC (Student Athlete Advisory Council) – 2013-2017
Winner of the 2017 PNGA Men’s Amateur Golf Championship - https://googl/jqxsaM
Additional Information
Ranked 4th amongst Canadian Amateur golfers and 363rd globally in 2017
University of Houston Dean’s List 2012-2017
2X The American Conference All-Academic Team – 2016 &2017
3X Conference USA Commissioner’s Honor Roll – 2013-2015
Timeline
Associate
Bridge Investment Group Renewable Energy Fund
08.2022 - Current
Refinery Scheduler
CA Refined Products
08.2021 - Current
Associate Rail Scheduler
09.2020 - 08.2021
Valero Marketing & Supply
01.2020 - 08.2022
Evaluation of University of Houston Onsite Solar Energy Facilities