Brian Lakey

Member Board of Directors at Pathways Financial Credit Union
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Contact Information
us****@****om
(386) 825-5501
Location
Columbus, Ohio Metropolitan Area

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Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Member Board of Directors
      • Mar 2023 - Present

      Contribute to and advise on organizational strategy for growing credit union. Committed to delivering industry-leading investment strategy, deposit and lending policy, product development and customer service with a focus on safeguarding the assets of member owners. Contribute to and advise on organizational strategy for growing credit union. Committed to delivering industry-leading investment strategy, deposit and lending policy, product development and customer service with a focus on safeguarding the assets of member owners.

    • United States
    • Utilities
    • 700 & Above Employee
    • Director Market Risk Oversight
      • Nov 2021 - Present

    • Manager- Reporting And Risk
      • Oct 2019 - Nov 2021

    • Manager - Reporting and Analytics
      • Apr 2019 - Oct 2019

    • Manager - Settlements
      • Jul 2016 - Apr 2019

    • Principal Bid and Cost Development Analyst
      • Mar 2016 - Jul 2016

      Responsible for resource planning and forecasting to meet demand in PJM, SPP, & Ercot power markets.

    • Senior Bid and Cost Development Analyst
      • Nov 2013 - Mar 2016

      -Responsible for determining production cost of generating assets and creating market price forecasts.-Determines which power plants to operate daily and how to best price the assets to optimize the portfolio with an emphasis on maximizing revenue and matching supply with demand forecasts.-Monitors commodity markets, works closely with gas and coal buyers to anticipate production costs, logistical issues, and strategize how to best position AEP’s generating assets.-Analyzes load requirements and develops corresponding strategies to best utilize available generating assets and market options to meet anticipated demand.-Utilizes excess production capacity to maximize revenue and minimize market exposure, while working within engineering, regulatory, environmental, and safety constraints. Show less

    • Energy Trader
      • Feb 2004 - Nov 2013

      -Analyzed commodity markets, pricing, and trading strategies to determine potential value, capital requirements, brokerage fees, and strategic fit within the portfolio and executed trades accordingly.-Specialized in data mining and analysis of large quantities of data to capitalize on market inefficiencies.-Performed cost analysis of commodities to determine market drivers and cost of goods sold. -Operated with high attention to detail, ensuring accurate accounting and documentation for all transactions to ensure compliance with risk, credit, and regulatory requirements. -Generated daily trading positions, profit and loss statements, and market conditions to upper management.-Managed marking forward power curves in multiple cash and term trading books simultaneously. -Designed and implemented customized trading solutions with a focus on asset optimization and hedging. Show less

Education

  • Ohio Dominican University
    Master of Business Administration - MBA
  • The Ohio State University Fisher College of Business
    Bachelors, Marketing
    1999 - 2003
  • The Ohio State University
    Bachelor's degree, Marketing

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