Functional Skills

Financial Modeling
Financial Due Diligence
Valuation

Sector Experience

Financial Services
Energy
Technology
Life Sciences & Pharma
Industrials

Languages

English
2
hours

Avg Response Time

13
jobs

Jobs Completed

1484
hours

Total Hours Logged

32
years

Years of Experience


Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms

Experience

 
TJV Consulting Management Consulting
President
06/2014 - Present
Financial consulting focusing on supporting transactions and financing. Expert financial forecasts and valuation, due diligence, pitchbooks and teasers, datarooms,, business plans.

Castle Placement, LLC Finance
Managing Director
01/2018 - Present
Originated and executed FINRA regulated transactions for private companies - capital raises (equity/debt) and M&A. Under term sheet or closed millions of dollars of transactions. FINRA Series 7, 79 and 63.

Aegis Energy Advisors Corp Finance
Director
06/2016 - 12/2017
Oil & gas refining M&A, private placements, advisory and fairness opinions.

Sumitomo Mitsui Banking Corp Finance
Vice President and Senior Credit Officer
05/2013 - 05/2014
Senior credit review and approval of a portfolio of for oil & gas (upstream downstream, midstream, oilfield services & drillers).

Booz Allen Hamilton Management Consulting
Energy Economist
12/2010 - 03/2013
Advised US Government DOE and DOD clients, and published internal white papers, on energy market and company trends, valuation and pricing.

S&P Global Marketing
Global Oil & Gas Commodity & Equity Analyst
08/1999 - 11/2010
Researched and published views on oil & natural gas commodity market trends & prices and equity recommendations for a portfolio of oil & gas companies (integrated oil & gas, exploration & production, refining &
marketing, oilfield service, drillers, pipeline and tankers).

PNC Financial Services Finance
Senior Associate Director
08/1997 - 08/1999
Senior investment banking analyst focused on energy, metals & mining transaction advisory & due diligence (M&A, IPOs, structured finance, private placements, ABS, high yield bonds, distressed loans and workouts).

Citigroup Finance
Assistant Vice President
05/1991 - 06/1996
Lead banking analyst for deals, project financings and distressed debt workouts. Evaluated investment & market risks & returns, and estimated corporate credit ratings. Supported energy commodities desk. Graduate of formal Credit Training Program (Citicorp Institute for Global Finance). Family leave for terminally ill parents.