About
A cross-functional leader with extensive financial and operational experience in the energy storage, real estate, and solar industries. Core competencies in project development with a focus in renewable and real estate integration, financial analysis/modeling, project finance, M&A, project and corporate management, risk management, and reporting. Experience building profitable start‐up divisions and companies, and streamlining operations. Reputation for delivering inventive business models/strategies in nascent markets.
Mobilizes top‐tier talent to create high performing business cultures.
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Work experience
- March 2023 – present
CURRENTfleet
Advisory Board Member - April 2016 – present
Villanova University
Advisory Board Member - December 2011 – present
Convergent Energy + Power
Co-Founder, Chief Operating and Financial OfficerResponsible for the design, financing, development, execution, and improvement of corporate and project processes that deliver fully integrated, stand-alone and hybrid energy storage assets. General responsibilities include; - corporate and project financial analysis and structuring - corporate and SPE contract negotiations and procurement - holdco and projectco equity, debt and tax equity structuring/fundraising - supplier and off-take deal structuring - management of the asset development process, along with the operations/optimization of existing assets - managing capital requests and budgeting processes, along with the development of financial and tax strategies - overseeing the assembly/issuance of corporate and subsidiary financial information - project and holdco capital raising - designing and implementing corporate and SPE risk mitigation strategies - monitoring cash balances and cash forecasts, arranging for debt and equity financing, and allocating/investing corporate funds - managing banking relationships - July 2011 – December 2013
RG Capital Partners
Co-Founder, Managing DirectorA value focused, open-ended investment platform targeting large and mid-cap U.S. equities under a compact constituent model. Both large and mid-cap funds seek to invest in attractively valued stocks, with highly probable near to mid-term business catalysts, helping to avoid the value trap by combining traditional quantitative and qualitative valuation methodologies with the analysis of business-related improvements. Since their inception, the platform funds have consistently beat their respective benchmarks - September 2008 – December 2011
Plaza Construction
Senior Director - RenewablesLed financial analysis and development of renewable opportunities in the New England. Responsible for core development activities, including financial analysis and evaluation, financial structuring, land acquisition, supplier partnership structuring, project execution, and operations - November 2009 – September 2010
Plaza Construction
Strategic Development ManagerStrategy group formed to restructure standard operating procedures and design/integrate customized enterprise software systems throughout the broader business in order to increase efficiency, streamline processes and maximize profitability. Focus on development/revenue forecasting, and project level costing and cash management. - May 2004 – November 2009
Plaza Construction
Project ManagerMechanical/electrical project manager in the core and shell division, developing and constructing real estate with integrated renewables, such as the Riverhouse and Liberty Lux buildings in downtown Manhattan.
Education
- PresentMaster of Business Administration (M.B.A.), Finance
- Present
Villanova University
Bachelor’s Degree, Mechanical Engineering