Entrepreneurial and creative Founder passionate about turning innovative ideas into tangible results. Experienced formulating and executing strategic plans, creating new products and services, and developing business opportunities. Track record of multiple successful business ventures and leading teams of professionals to maximize profits and deliver success.
Renewable energy, financing, investment banking, and project execution executive with extensive financial network contacts.
Bluefin Energy is a green energy development company dedicated to decarburization utilizing cost-effective, proven technology solutions. The company's initial projects will include the deployment of floating offshore wind turbines to power deep water oil & gas production platforms in the Gulf of Mexico.
Pitched projects to private equity firms such as Blackstone, TPG, and Sand Hill Road. Together with wind energy pioneer Peter Mandelstam
Worked on large and medium onshore wind projects in Texas, Upstate NY, Atlantic City, and Ohio. His Bluewater Wind team secured the first offshore wind Power Purchase Agreement (“PPA”)in the US. Energy network includes relationships with the NJ BPU, JCP&L, NYSERDA, NJ & NY State Senators and Experience with the development of a hydro transmission station project in Upstate NY.
Collaborated with Seawind Ocean Technology, the Dutch development company that created an innovative two-bladed offshore wind turbine technology that is well-suited for harsh offshore wind and wave environments.
Fundraiser
Liaison with President David Jacobs to mutually advance giving
J.C. Kellogg Foundation
1989 - Present
Work with very large established family foundation discussing all aspects of its operations
including
Grants
Money management
Compliance
ESG initiatives
Audit records
Future progression
Focused on bring underprivileged inner-city kids to Frost Valley YMCA in Catskills.
Worked on Japanese/US exchange program with kids for cultural education.
Worked with Martin Jakubowski, CEO, Ray Dackerman, Vincent Dewulf to source project financing in the US.
Pitched multiple leads through personal business contacts.
Worked creating, distributing and ensuring, proper NDA's , MOU's executed.
Produced Offering documents for interested parties.
Pitched NYSERDA, and contacts at DOE. Pitched investors including Blackstone, TPG
and Sand Hill Road contacts.
Currently part of the NOLA team with Eric Smith and Ray Dackerman as a role in financing and execution .
Head of Syndicate
Syndicate Manager /Bookrunner
Co Bookrunner
Equities -Converts- Debt
Specialized in mainly in Tech and REIT deals
Liaison between IPO or Secondary corporate management, CEO's, CFO's, etc.
management (primarily Technology deals in Silicon Valley and SF & NYC
and our research and investment bankers to place shares, research coverage
and future Investment banking relationships.
Formed strong relationships with white shoe firms and invited into IPO's -secondary deals regularly with Bear Sterns, CSFB, DLJP, Goldman, H&Q, Lehman, J.P Morgan, Merrill Lynch, Montgomery, Morgan Stanley, Paine Webber, Prudential , Robby Stevens ,Solomon Smith Barney, Sanford Bernstein, Schroeder's, European Japanese investment banks and regionals.