(INVESTOR RELATIONS, CORPORATE DEVELOPMENT AND STRATEGIC FINANCE)
• Develop all quarterly earnings material including earnings release, script and presentation
• Provide Board of Director market update and investor out-reach synopsis
• Build out of Investor Relations messaging platform including acquisition communication
• Execute valuation analysis, diligence, and pricing for multiple corporate acquisitions - $4.4 billion of growth
• Develop external ESG messaging and metrics associate with company’s efforts and market needs
• Create and execute external strategy and messaging to investors including earnings materials
• Oversee master limited partnership liquidity, budgeting, and fiscal reporting
• Coordinated of over $2B in debt marketing and issuances
• Manage process to evaluate mergers and acquisitions and capital markets opportunities

Coordinate bond rating and offerings of $425 million
· Led redesign of corporate investor relations voice and external messaging including website
· Orchestrated valuation, diligence and integration for four corporate acquisitions projects - $2.6 billion of growth
· Directed company’s investor relations while expanding network of analyst and investors
· Own and oversee company online presence including website, social media, and press releases
· Managed equity and debt investor outreach and communication including investor targeting and outreach, non-deal roadshows, conferences, and all aspects of earnings and market communications
· Led company first debt roadshow from debt rating to marking through execution and pricing
· Developed and maintain capital market relationships and support equity and debt financing
· Established relationships with government regulatory agencies, banks, rating agency and credit analysts
· Delivered messaging, highlight issues, and present quarterly board updates
· Created and manage corporate treasury function including capital issuances and credit facilities
· Led team of four analysts for treasury, risk, capital markets and corporate card programs
OILTANKING NORTH AMERICA Houston, TX

Derive, manage, and execute company’s investor relations strategy
· Lead company’s treasury function including debt and equity issuances, cash and credit facilities, and banking relationships as well as negotiate banking and credit card agreements
· Spearhead investor outreach and communication including investor meetings, non-deal roadshows, conferences, annual analyst day, all aspects of earnings call and presentations
· Provide technical and structuring advice on projects and financing plans
· Present financial and capital market updates to executive management and Board of Directors
· Coordinate planning and execution of multifaceted financial projects and analysis requiring in-depth knowledge of financial principles, procedure and concepts and a solid understanding of operational and commercial financial performance
· Led team of three financial analysts across multiple functions.
· Directed cohesive and compelling capital markets messaging efforts resulting in an increase of market value from initial IPO at $10.50 to an acquisition price of $44.69
· Spearhead acquisition and integration of United Bulk Terminals into company portfolio
· Member of parent company’s international finance leadership team
· Hart Energy Crude in Motion – executive steering committee and presenter
· 2013 Investing Daily’s Wealth Summit – Keynote Speaker
SOUTHERN UNION COMPANY Houston, TX

Created five-year Long-Range Plan process for company allowing senior management to quickly review and address needs and opportunities
· Head of implementation of Hyperion for 160 end users including deployment, training, and post go live support – Conversion of six legacy methods to a single platform
· Oversaw consolidated budget and forecast consisting of six divisions, over $4.0 billion
· Directed derivative and hedging analysis including bond and other financial instrument analysis
· Develop and maintain, source system fed, financial risk models, cash flow and borrowing models to determine future borrowings, and rating agency and covenant models expediting lead time
· Lead and provide context for decision support by management team
· Design and manage budgeting and forecasting process used by divisions – process reduced budget timeline by four weeks and number of Board reviews by one meeting
· Lead a team of three financial analysts

Financial Analyst