Delivering the Bank | Client-centric
- Cultivate strong and personal relationships with CFOs, Treasurers, and key touchpoints
- Create a level of comfort with clients in order to facilitate open and transparent dialogue around ancillary business and long-term relationship goals
- Navigate complex relationships, negotiations, and delicate matters
- Engage in strategic discussions to deliver unique ideas and solutions, such as those arising from industry market changes
- Guide bank capital to the most strategic and important areas of focus for the client while also reducing capital intensive business for the bank
Manage large teams | Collaborate with partners | Recruit and mentor Juniors
- Experienced in coordinating high profile and time sensitive transactions
- Collaborate and consult with Senior product partners to identify cross-sell opportunities and guide account planning and budget strategies
- Motivate and engage with team members at all levels to foster an inclusive team environment
- Maintain close working relationships with internal partners and stakeholders (such as Portfolio Management, Credit, Compliance) to ensure seamless execution
- Manage and mentor a team of junior bankers (Analyst to VP): Responsible for delegating projects and deliverables, coordinating the performance review process, delivering constructive feedback and ongoing development of staff
- Led the O&G Group’s on-campus recruiting program
Leadership and advisory roles
- 2019-2020 Culture Influencer: provided advice and guidance on ongoing culture transformation and Employee Survey initiatives including: operational efficiency – working smarter, middle management engagement, retaining junior staff
- 2019 Inclusion & Diversity Council: appointed by the CEO and the Head of CIB
- 2018 Employee Engagement Task Force: received the Bank’s Excellence Award for contributions in this effort. Collaborated with a select team of individuals from across the bank to brainstorm ideas on how to increase employee engagement and improve morale. Presented solutions to Executive Committee. Implemented solutions
Results-driven | Significant contributions to revenue, return, and league table positioning
- As of 9ME 12/31/22, individual revenue contribution to Vertical Group is tracking to $43.7mm
- As a Group: Portfolio ROE consistently above 15% ROE target and on track to surpass this FY Plan by 12+%
- Investment Grade DCM League Table ranking: Consistently top 5 for Oil & Gas. #1 in 2022
- High Yield Bonds: growing franchise with focus on selective deals with compelling business case. Have grown from ranking in the teen’s to 6th/7th in 2021/2022,respectively
- High performer with extensive win’s, outsized share of economics, skipped rotations, “first’s for the bank” and mandates, resulting in consistent “Outstanding” and “Exceeds Expectations” performance ratings
- See attached Select Win’s & Successes (case studies available upon request)
MUFG Portfolio Management | 2008-2010 |Houston, TX
Responsible for assessing and monitoring the credit quality of a portfolio of 20 companies in the Oil & Gas and Diversified Industries verticals
- Prepared comprehensive credit packages, and shepherded deals through the Credit approval process, ensuring timely commitment.
- Created projections and valuation models for purposes of assessing future credit quality and to help facilitate strategic discussions with clients
- Regularly evaluated and recommending borrower ratings as well appropriate exposure levels
- Recognized for producing well-written, succinct, and value-additive analysis. Received high recommendations from the Head of Portfolio Management and the Head of Credit Training
LITIGATION CONSULTANT - Banking & Finance SME
Mirant Corporation and Enron Estate | 2005 – 2008 | Houston, TX
Consulted on highly confidential litigation matters, reconstructed complex financial structures, and advised the discovery effort in two separate bankruptcy cases
SENIOR FINANCIAL ANALYST
Prisma Energy and Enron | 2001-2005 | Houston, TX
- Financial Planning & Analysis, Corporate Development at Prisma Energy: Responsible for the company’s valuation models that drove key decisions around contract restructurings and ultimately the sale of the company
- Other capacities: research analyst for Enron’s equity trading unit and Business Analyst for Enron Energy Services collaborating with third party consultants in the areas of data analytics and market segmentation supporting Origination.
ASSOCIATE The Fuji Bank, Ltd. and | 2000 – 2001 | Houston, TX
Supported Senior RMs covering mid-to-large corporate Energy clients
CREDIT ANALYST
Hibernia National Bank | 1998-1999 | New Orleans, LA
Completed formal credit training program. Offered a position in the Energy Group.
