Seasoned operations professional with over twenty years experience in deal capture, operations and infrastructure with a focus on procedures, logistics, controls, compliance and system implementation. Commodity coverage includes Crude Oil, Refined Products, NGL, Coal, Power, Gas and Metals in industrial, utility and financial services firms.
Project planning and development
Budgeting and forecasting
Compliance and control
Startups and turnarounds background
Work flow planning
09/2007 to 07/2011
COO - Commodities- Physical Oil TradingBarclays Capital – New York, NY
Oversaw the management of front, middle and back office procedures and resources to support global activities
Engaged Managing Directors in New York, London and Singapore to develop business plans and proposals, requests for funding and management of budgets
Determined appropriate documentation for structured transactions with Origination and Legal team
Validated risk weightings applied to various components of trading and applied reserves as needed
Established procedural standards for movement of physical commodities globally
Worked with Business Continuity and Corporate Real Estate teams to ensure sufficient back up plans and expansion capacity are available.
Collaborated with human resources to establish hiring plans and address issues as needed
Established operational objectivesand work plans and delegated assignments to managers in support of desk strategy and growth targets.
05/2006 to 08/2007
Account ManagerTriple Point Technology – Westport, CT
Managed relationship with several large financial institutions using firm's commodity trading software.
Worked with client and developers to plan releases and functional enhancements.
Oversaw client billing and consultant utilization.
07/2005 to 05/2006
Senior ManagerKPMG – New York, NY
Managed staff on engagement to build out power trading functionality at major investment bank.
Participated in consultant calls to clients in Power sector.
Prepared sales proposals and trained junior staff.
09/1997 to 07/2005
Director Operations, Control and CompliancePSEG ER&T – Newark, NJ
Led Sarbanes Oxley controls documentation and testing for Trading unit
Managed Coal and Natural Gas scheduling teams
Member of process improvement team responsible for developing metrics and measures to improve financial reporting accuracy
Developed transfer pricing policy and practice between trading, nuclear and fossil divisions to ensure correct performance behaviours in each area for overall firm profitability
Created and managed Operations Analysis group responsible for reconciliation of trading P&L, ISO Statements and other documentation to books and records
Developed processes within power scheduling through commencement of deregulation, LMP, sellers choice and day ahead/real time trading of the PJM Markets.
05/1993 to 09/1997
Senior Scheduler - Bayway and Trainer Tosco Corporation – Stamford, CT and Linden, NJ
Scheduled all clean barrels into Pennsylvania refinery via barge, pipeline and vessel.
Managed all waterborne MTBE shipments into New Jersey refinery
Coordinated all inventory transfers of clean products and gas liquids with various tank fields and rack terminals throughout the US.
Worked with engineering to plan start up of newly purchased refinery to ensure appropriate product handling and logistics through onsite/offsite tankage, third party pipelines, rail and barge access points
Managed rail car fleet and truck scheduling of light ends.
Interacted with rail roads and trucking / terminal facitliies
worked with Legal and Commercial teams to ensure optimal handling of contract negoatiation and execution.
11/2011 to Current
COO - Energy PlatformNoble Americas Corp – Stamford, CT
Created a cohesive global operations infrastructure out of regional offices in Stamford, Houston, Londong and Singapore
Manage a team of managers who oversee the deal validation, contract execution, logistics, import/export and settlement of trading and asset activiites globally
Established project to develop consistent global control procedures across front, middle and back offices with an emphasis on automation and straight through processing of data.
Introduced the concept of "follow the sun" support whereby regional work hands off through the world to balance work volume.
Manage the US facilities and Health and Safety teams supporting four major office sites, several small sales offices and six petroleum terminals
Sponsor/Owner of the business contintuity planning process.
06/1990 to 05/1993
Operations AssociateMorgan Stanley Capital Group Inc – New York, NY
Prepared all Motor Fuels and related tax forms for the physical oil desk
Scheduled Gasoline and Distillate on Colonial Pipeline
Negotiated contracts in support of trades executed by desk
Prepared invoices and executed settlement of trades.
06/1987 to 06/1990
OperationsPhillip Brothers/Phibro Energy Inc – New York, NY and Greenwich, CT
Operational rotation thorugh the Copper, Precious Metals and Aluminum scrap desks while attending the firms Trader Training program.
Reconciled trading Profit and Loss reports against accounting entries for the Oil desk while working in the Controllers department.