SUMMARY:

• Established Senior ETRM lead consultant and project manager with over 20 years of system implementation and configuration expertise within the Energy, Financial Services and Trading industries.
• Visionary and results - driven professional with excellent communication and interpersonal skills. Recognized as a leader who has implemented thirteen
• ETRM systems in eight countries, with both a technical understanding of the individual elements and the holistic comprehension of an appropriately dynamic ETRM directive. Proficient in the project management, configuration and implementation of
• ETRM systems, the calculation of VaR, quantitative analysis, derivative pricing, leading teams, creating risk infrastructure and working with management.

PROFESSIONAL EXPERIENCE:

Confidential, Houston, TX

ETRM Lead Consultant & Project Manager

Responsibilities:

• Lead consulting teams and execute detailed project management for client software implementation engagements and create holistic financial risk management frameworks.
• Advise financial institutions and corporate clients in the attainment of risk management objectives by improving processes, governance and strategy.
• Subject matter expert in market and credit risk measurement and commodity risk analysis.
• Systems: Allegro, Endur & RightAngle
• Markets: Oil, Gas, Power, Metals & Ags

Confidential, Houston, TX

ETRM Consultant

Responsibilities:

• Specialized in executing configuration of Risk Management for Endur and Right Angle, as well as the full implementation of the VaR Center RA application.
• Subject matter expert in front and middle office with a specialization in Risk Exposure, Value at Risk, derivative pricing, counterparty risk and exposure reporting.
• Systems: Allegro, Endur & RightAngle
• Markets: Oil, Gas, Power, Metals & Ags

Confidential

Project Manager

Responsibilities:

• Executed Project Management for the implementation of the trading and risk software system.
• Created a Group Risk Management Department that incorporated both a Market and Credit Risk function for Bermuda, Cayman, London, Bahamas and Guernsey and managed a team of analysts.
• Calculated Value at Risk, enacted risk reporting, built quantitative models and executed derivative pricing.
• Systems: TradeThru & QRM
• Markets: FX, Equity & Debt

Confidential

ETRM Lead Consultant

Responsibilities:

• Calculated Monte Carlo Value at Risk, priced derivatives and managed profit and loss.
• Executed stress testing, limit monitoring and counterparty risk exposure reporting.
• Quantitatively calculated risk measurements to anticipate and prepare for market movements.
• Systems: Endur
• Markets: Power & Gas

Confidential, Kansas City, MO

ETRM Lead Consultant & Project Manager

Responsibilities:

• Selected and implemented ETRM software system as a project manager.
• Independently created the Market Risk Management Department.
• Systems: RightAngle, OATI & Phoenix
• Markets: Oil, Gas & Power

Confidential

Senior Risk Manager

Responsibilities:

• Project manager for the international implementation of the ETRM system across three countries.
• Managed a team of international risk analysts independently created and managed the International Market Risk Management Department.
• Calculated Value at Risk, priced derivatives and wrote policies and procedures.
• Systems: Endur & RightAngle
• Markets: Coal

Confidential

ETRM Project Manager

Responsibilities:

• Project manager for the selection and implementation of a Middle Office Market and management system.
• Independently created the Market and Credit Risk Management Department.
• Calculated VAR, created policies and procedures, priced derivatives and managed P&L.
• Systems: Endur & RightAngle
• Markets: Oil, Gas & Power

Confidential

ETRM Project Manager

Responsibilities:

• Project manager for the selection and implementation of a Commodity Trading Risk Management system.
• Independently created the Market and Credit Risk Management Department
• Calculated Value at Risk, created policies and procedures, priced derivatives and managed profit and loss.
• Systems: Endur & RightAngle
• Markets: Oil, Gas & Power

Confidential

China Managing Director

Responsibilities:

• Executed Investment Banking activities that included strategy consulting, business valuation through discounted cash flow and financial statement analysis.
• Prospected for Business throughout Mainland China, Hong Kong, Macau and Taiwan.

Confidential, New York, NY

VP & Chief Risk Officer

Responsibilities:

• Calculated VAR, lead derivative product development, monitored limits and managed profit and loss.
• Independently created the department by combining three divisions and managed a staff of 25 analysts.
• Reorganized the Quantitative Analytics Department, enacted risk guidelines and updated risk models.

Confidential, New York, NY

Lead Consultant & ETRM PM

Responsibilities:

• Project manager for the selection and implementation of a trading and risk management software system.
• Independently created the Market and Credit Risk Management Department.
• Priced derivatives wrote policies and procedures and managed profit and loss.

Confidential, New York, NY

Lead Consultant & Project Manager

Responsibilities:

• Project manager for the creation and implementation of a derivative and risk software system.
• Independently created the Risk Management Department and a proprietary risk-offering platform.
• Lead hedge funds in the risk management of equity, commodity, fixed income and derivative portfolios.
• Applied the Value-At-Risk methodology and executed derivative pricing.
• Systems: RiskMetrics
• Markets: Oil, Gas, Power, Metals, Equity, Debt & Ags

Confidential, Kansas City, MO

Senior Risk Manager

Responsibilities:

• Project manager for the implementation of a proprietary trading and risk management software system.
• Applied the Value-At-Risk methodology and built quantitative models for risk analysis.
• Managed market, counterparty credit and operational risk and supervised 5 risk analysts.
• System: SunGard
• Markets: Oil, Gas, Power & Metals

Confidential, Kansas City, MO

ETRM Project Manager

Responsibilities:

• Project Manager that executed the selection, implementation and customization of an ETRM system.
• Independently created the Market and Credit Risk Management Department.
• Applied the Value-At-Risk methodology, built quantitative models and priced derivatives.
• System: SunGard
• Markets: Oil, Gas, Power & Metals