Successful career in wealth management, institutional research, banking & sales, and corporate leadership in private and public businesses. Results-driven, strategic executive with extensive experience driving growth and innovation across wealth management, institutional research, banking & sales, technology, and energy businesses. Proven team leader with an emphasis on a healthy corporate culture. Effective in strategic planning and execution, complemented by functional expertise in wealth management, finance, corporate development, and sales.
Executive Summary:
Successful career in wealth management, institutional research, banking & sales, and corporate leadership in private and public businesses. Results-driven, strategic executive with extensive experience driving growth and innovation across wealth management, institutional research, banking & sales, technology, and energy businesses. Proven team leader with an emphasis on a healthy corporate culture. Effective in strategic planning and execution, complemented by functional expertise in wealth management, finance, corporate development, and sales.
Core Competencies:
• Effective Team Leadership
• Developing and Nurturing Client Relationships
• 30 Years of Capital Markets Expertise
• Corporate Development (M&A, Partnerships)
• Wealth Management Strategies & Execution
• P&L Management/ Capital Strategy
Professional Experience:
JPW Ventures, LLC, Boca Grande, FL | 2024 to present
President
• Providing advisory expertise to a range of companies and projects.
• Leading feasibility process of mine/smelter tailings reprocessing project
• Expanding commercialization of innovative beneficial re-use technology
• Improving market adoption of a novel oil & gas well completion chemical technology
EnviroGold Global Ltd., Houston, TX | 2020–2024
President & Director, Americas Division; Executive Vice President
• Founded and scaled the Americas division, building a high-performing team to develop and commercialize clean processing technology IP.
• Led a world-class technical team in the successful development of an innovative clean processing technology.
• Led project evaluations, project development/feasibility studies, and commercial contract execution, streamlining processes to prioritize high-return projects.
• Responsible for developing a robust 8-project backlog, including 5 partnerships with major mining companies, representing over $100B in recoverable resource value.
• Helped secure over $12M in equity capital to support technology development and commercialization.
• Provided strategic oversight on operations, budgeting, and R&D partnerships, while driving alignment with corporate goals.
Vigilent Inc., Houston, TX | 2018–2020
Chief Financial Officer; Board Member
Institutional Research, Banking & Sales | 14 Years
Seaport Global Securities – Managing Director | Washington, D.C.
Madison Williams & Company – Managing Director | Washington, D.C.
Pritchard Capital Partners – Partner / Managing Partner | Washington, D.C.
Wealth Management | 15 Years
UBS – Senior Vice President | Washington, D.C.
CitiGroup – Senior Vice President | Washington, D.C.
Prudential Bache Securities - Vice President | Washington, D.C.
Drexel Burnham Lambert – Financial Advisor | Washington, D.C.
· Developed a multi-million-dollar business and merged with a team at UBS.
· Led a motivated team to further advance a growing business driven by referrals from satisfied clients and top-tier customer service.
Developed deep relationships with clients, focused on achieving customized, risk-adjusted return goals.
Education:
Washington & Lee University
Bachelor of Science in Geology/Geophysics
University of New Orleans
Master of Science in Geology/Geophysics (ABD)
Effective team leadership
Developing and nurturing client relationships
Developing and Nurturing Client Relationships
30 Years of Capital Markets Expertise
Corporate Development (M&A, Partnerships)
Wealth Management Strategies & Execution
P&L Management/ Capital Strategy