Experience

Warwick Investment Group

• United States
• Investment Management
• 1 - 100 Employee

• Director of FP&A; Treasurer

  • Sep 2023 - Present

  Dallas, Texas, United States



StoneStreet Group

• Principal

  • Oct 2022 - Present

  Dallas, Texas, United States Independent Sponsor and Private Equity Search Fund focused on infrastructure and infrastructure like cash flowing investments. Actively search for businesses for sale, come up with financial structures for sale and bring sellers to LOI stage, scrub their financials in due diligence and complete quality of earnings review and appraisals, raise capital from banks and outside investors to close sale.



Rees-Jones Holdings LLC

• United States
• Executive Offices
• 1 - 100 Employee

• Senior Finance Manager

  • Dec 2020 - Sep 2022

  Dallas, Texas, United States Oversee finance and treasury functions for all energy investments under Rees-Jones umbrella including Chief Oil and Gas E&P and minerals/Non-Op entities. Managed and maintained external relationships with commercial and investments banks, hedging and physical counterparties, and brokerages sourcing new energy focused investment opportunities. Source and evaluate deals for the family office investment arm that meet the impact investing mandate in industries other than oil and gas,… Show more Oversee finance and treasury functions for all energy investments under Rees-Jones umbrella including Chief Oil and Gas E&P and minerals/Non-Op entities. Managed and maintained external relationships with commercial and investments banks, hedging and physical counterparties, and brokerages sourcing new energy focused investment opportunities. Source and evaluate deals for the family office investment arm that meet the impact investing mandate in industries other than oil and gas, primarily housing affordability crisis related investments. ICON 3D printed houses etc. Identified, invested in and sold non-O&G PE and VC investments in infrastructure, construction and tech marketplaces. Sold Chief Oil and Gas to Chesapeake (NASDAQ:CHK) for $2.65B March 2022 Helped facilitate family office generational transition from founding patriarch to his sons.

• Finance Manager

  • Jan 2019 - Dec 2020

  Dallas/Fort Worth Area Moved to the Family Office level to oversee finance for Chief Oil and Gas as well as the other minerals companies and investments under the Rees-Jones umbrella. Managed all finance and treasury operations for Chief, including financial reporting and compliance, securing financing, cash management, reserves, and annual budgeting. Ownership of the strategic long-term models used by senior management for planning purposes for multiple organizations Worked as the co-director of the… Show more Moved to the Family Office level to oversee finance for Chief Oil and Gas as well as the other minerals companies and investments under the Rees-Jones umbrella. Managed all finance and treasury operations for Chief, including financial reporting and compliance, securing financing, cash management, reserves, and annual budgeting. Ownership of the strategic long-term models used by senior management for planning purposes for multiple organizations Worked as the co-director of the hedging committee managing Chief's commodity and rate hedging processes. ISDA negotiation. Managed the financial reporting and compliance processes, internal reporting to ownership, bank relationship management and the reserves process Worked with controller to finalize monthly, quarterly and annual financial statements including assistance in the external audit. Responsible for all aspects of FP&A, planning and forecasting processes including presentations to executive management team. Completed asset sale with Cabot (NYSE: COG) for Marcellus properties, assess acquisition and divestiture opportunities Supervised various individual contributors from Sr. Financial Analysts to Summer Interns.

• Senior Financial Analyst

  • Jun 2017 - Jan 2019

  Dallas/Fort Worth Area Led various forecasting, reporting and treasury processes while supervising financial analysts. Coordinated Chief hedging as Co-Director of the hedging committee. Led strategic scenario planning processes and worked on mergers & acquisitions. - Completed asset swap with Chesapeake (NASDAQ:CHK) for certain Marcellus assets - Completed acquisition of Mitsui unassigned interest - Refinanced 1st and 2nd Lien debt into a single $1B facility with 15 banks



Patriot Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Intern

  • Jan 2017 - Jun 2017

  Dallas, TX Evaluated private equity / Private Debt deals for Southern Methodist University’s endowment fund as part of the Private Equity/Venture Capital Practicum. Created investment memos, hypothetical capital structures and financial models to present to the investment committee in Baltimore. Select Transaction Experience where Patriot Capital was the subordinated debt provider: - Acquisition of a $10M EBITDA beauty products manufacturer by a Dallas based family office - Acquisition of an… Show more Evaluated private equity / Private Debt deals for Southern Methodist University’s endowment fund as part of the Private Equity/Venture Capital Practicum. Created investment memos, hypothetical capital structures and financial models to present to the investment committee in Baltimore. Select Transaction Experience where Patriot Capital was the subordinated debt provider: - Acquisition of a $10M EBITDA beauty products manufacturer by a Dallas based family office - Acquisition of an $11M EBITDA structural and steel products manufacturer by a Dallas PE firm - Acquisition of a $7.5M EBITDA battery manufacturer by a Chicago based PE firm Show less



Bulkley Capital

• United States
• Financial Services
• 1 - 100 Employee

• Summer Intern

  • May 2016 - May 2017

  Dallas, Texas • Performed research, due diligence and strategic analysis on private equity acquisition targets • Created pitch books and built various financial models, e.g. discounted cash flow and leveraged buyout • Managed data rooms and met with clients on operational and transactional strategy. Select Transaction Experience: - Series of Chicago Sun Times transactions that included the sale of their suburban daily papers, a free periodical and Chicago.com to tronc (NYSE:TRNC) and the… Show more • Performed research, due diligence and strategic analysis on private equity acquisition targets • Created pitch books and built various financial models, e.g. discounted cash flow and leveraged buyout • Managed data rooms and met with clients on operational and transactional strategy. Select Transaction Experience: - Series of Chicago Sun Times transactions that included the sale of their suburban daily papers, a free periodical and Chicago.com to tronc (NYSE:TRNC) and the sale of the Chicago Sun Times to ST Acquisition Corp. - White Knight acquisition of J.P Nissen by La-Co Industries in a court ordered sale - Sell-side process for a $100M revenue industrial battery distributor - Buy-side acquisition of Wellshire Farms by Land O' Frost Show less



Murrell Mannari International

• Co-Owner

  • Aug 2012 - Dec 2014

  Scottsdale, AZ | Austin, TX • Implemented marketing plan that increased 2014 year-over-year sales from $1.4M to $2.1M, a 150% increase • Expanded oil distribution business to include California, Arizona, Texas, Louisiana, Mississippi and South Carolina • Built patios and outdoor kitchens, performed weed control and fertilization services and Christmas light installation services • Lead weed control and fertilization service unit and managed office staff and subcontractors • Acquired North Austin competitor… Show more • Implemented marketing plan that increased 2014 year-over-year sales from $1.4M to $2.1M, a 150% increase • Expanded oil distribution business to include California, Arizona, Texas, Louisiana, Mississippi and South Carolina • Built patios and outdoor kitchens, performed weed control and fertilization services and Christmas light installation services • Lead weed control and fertilization service unit and managed office staff and subcontractors • Acquired North Austin competitor and integrated them into our business by restructuring senior management team and optimizing facilities • Marketed wide range of Schaeffer oil products and lubricants to clients in the agricultural, shipping and logistics, construction and metalworking industries • Donated weed control services to Austin Pets Alive animal shelter to give pets a prickle free yard Show less



Renaissance Baton Rouge Hotel

• United States
• Hospitality
• 1 - 100 Employee

• Host, Server, Expo Chef

  • Oct 2011 - Apr 2012

  Baton Rouge, Louisiana Area • Worked in first restaurant experience while developing Kolo Grille restaurant concept with my cousin for Austin market. • Moved between four positions in the company’s food service division rapidly within the seven months working for Renaissance. • Coordinated and promoted team work between front of the house, banquet teams, and in room dining divisions who all needed to use the same kitchen and staff for different deadlines of their own.



Maestri-Murrell Real Estate

• United States
• Real Estate
• 1 - 100 Employee

• Project Manager

  • Aug 2011 - Oct 2011

  Bayou Goula, LA Responsible for overseeing group of four contract workers in demolition of old buildings, organizing and storing of the salvage materials.



Murrell Trading Company

• Field Labor, Web Page Design

  • May 2009 - Aug 2009

  Bayou Goula, LA Led a team of contract workers to demolish old buildings, organize and store the salvage materials. Responsible for designing the company web page and developing marketing elements for the website.



Acura Infiniti of Baton Rouge

• Administrative Assistant

  • Sep 2006 - Aug 2007

  Baton Rouge, Louisiana Area Responsible for working with the accounting and service departments. Maintained both customer service and vehicle purchase records. Reorganized ten years of unwieldy files, making them easily accessible to department members. Worked with an auditor to assist in getting the necessary documents to her for review. Assisted at the service counter when customers picked up their vehicles for the Infiniti and Acura dealerships.