123 Fake Street | City, State, Zip Code | Cell: 000-000-0000 | Home: 000-000-0000
Established business leader with over 25 years of experience driving change and growth for companies who are active in the energy and derivatives markets. Specialize in risk management, compliance operations and practices, and executing go-to commodity and commercial marketing strategies. Adept at transforming commercial businesses and enhancing financial performance through strategic planning, mergers and acquisitions, financial restructuring, and organizational improvement.
Commodity Operations and Strategy Energy and Derivatives Markets and Trading Risk Management, Controls, and Reporting Regulatory Market Compliance Business Development Strategies Transaction Structuring and Origination Risk and Performance Measurement Organizational Leadership
Strategic Planning Transformed and enhanced many businesses by developing successful commercial operations, commodity market, and risk management plans to support revenue growth, market entry, mergers and acquisitions, systems integration, and financial restructuring. Designed and executed business plans at SunGard Consulting Services to help grow regulatory compliance consulting revenues by 600% over 18 months, effectively capturing ~8% of global revenue performance. Project Management Assured client met CFTC Swap Dealer compliance within 9 months as project partner for a team of over 25 responsible for centralizing compliance data across the global organization and initiating Dodd-Frank Title VII reporting. Originated and consulted on over 25 organizational change, valuation, and transaction support projects with total revenues exceeding $60M for PA Consulting Group as Energy Trading and Risk Management lead. Business Growth Achieved $8M in team sales and $1.5M – $2M in annual attributed sales credit and personal consulting fees as a Managing Consultant with PA Consulting and its predecessors. Strengthened 3 energy organizations’ commercial strategies, energy trading, and risk management operations and approaches as Trading and Risk Management lead consultant. Partnered with peer leadership to consolidate commodity operations and define and implement new risk management capabilities, trading organization, and business processes to form Conectiv Energy.
Partner Energy Practice Risk and Compliance Consulting Solutions Leader 07/2011 to Current SunGard Consulting Services Houston, TX SunGard Consulting Services provides business and technology consulting in Financial Services, Energy and Commodities, and Media. Direct a cross-disciplined consulting team in identifying and implementing trading, risk, and compliance solutions and go-to-market strategy to bolster business growth and consulting services. Oversee Dodd-Frank Title VII, Market Manipulation, and Market Abuse trade surveillance and reporting solutions to help clients respond to CFTC, FERC, and local market operator regulations. Partner directly with client leadership to define trade surveillance business requirements and algorithms to monitor, evaluate, and report potential local, FERC, and CFTC regulatory violations and anomalies. Led research of Dodd-Frank Title VII impacts to inform development of business and technology strategies. Formed, facilitated, and advised a reoccurring risk and regulatory client roundtable comprised of 30 energy and financial clients working to benchmark and resolve data, reporting, and business issues. Managing Consultant, Global Energy Practices Commodity Markets & Risk Management 03/1999 to 02/2011 PA Consulting Group Houston , TX Management, economic, and technology consulting firm that acquired Hagler Bailly Risk Advisors in 2001. Spearheaded multi-million-dollar energy trading and risk management projects for clients. Improved commercial strategy, risk management, commodity operations, governance, and reporting systems of more than 15 clients. Modified best practices standards to align with clients’ unique business objectives, risk tolerance, and energy market environments.