Experience

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  Strategy, Finance & Economics, LLC

  • San Francisco Bay Area

  • Managing Director

    • May 2015 - Present
    • San Francisco Bay Area

    Lead marketing and execution of energy industry-related advisory and forensic consulting projects focused on: distributed generation and net energy metering; application of "Big Data" analytic techniques to customer behavior; integrated resource planning; Smart Grid issues; designing/ev...

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  KPMG

  • San Francisco, California

  • Director, Advisory & Forensic Services

    • Oct 2013 - May 2015
    • San Francisco, California

    Led marketing and execution of energy industry-related advisory and forensic consulting projects focused on: distributed generation and net energy metering; application of "Big Data" analytic techniques to customer behavior; integrated resource planning; Smart Grid issues; designing/eva...

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  Navigant Consulting, Inc.

  • San Francisco, California

  • Director, Energy

    • Oct 2011 - Aug 2013
    • San Francisco, California

    Led marketing and execution of energy industry-related advisory and forensic consulting projects focused on; wholesale energy market transactions and power procurement; distributed generation and net energy metering; application of "Big Data" analytic techniques to customer behavior; in...

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  Strategy, Finance & Economics, LLC

  • San Francisco, California

  • Managing Director

    • Oct 2003 - Oct 2011
    • San Francisco, California

    Contracted by Energy Procurement Department PG&E thru Strategy, Finance & Economics, LLC) to coordinate avoided cost/cost effectiveness/valuation of renewable & conventional energy, capacity, & demand-side resources (demand respond a & energy efficiency). Subsequent work on de...

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  Marsh, Inc. (Marsh & McLennan)

  • San Francisco, California

  • Senior Vice President

    • Jun 2002 - Oct 2003
    • San Francisco, California

    • Regional leader (Western U.S.) of Enterprise Risk Management Consulting Practice. Advise financial services firms and energy companies on business risks, as well as the analysis, evaluation, and management of market, liquidity, credit, cash flow, operating, and corporate governance risks (e.g....

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  Arthur Andersen LLP

  • San Francisco, California

  • Principal

    • Jun 2001 - Jun 2002
    • San Francisco, California

    Co-Leader, Transfer Pricing & Economics Consulting Services Practice (Western U.S.). • Advised major multinational corporations and financial institution clients on transfer pricing, risk management, valuation, U.S. and foreign tax issues/risks in global and domestic tax planning/minimization...

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  Deloitte & Touche, LLP

  • San Francisco, California

  • Director

    • Jan 1997 - Jun 2001
    • San Francisco, California

    Co-Leader, Transfer Pricing and Economics Consulting Services Practice (Northern California & Pacific Northwest). Also, served on National Steering Committee for firm's Intellectual Property Consulting Practice. Responsibilities: team leader, business development, managing client relation...

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  KPMG, LLP

  • Boston, Massachusetts

  • Senior Director

    • Jan 1994 - Jan 1997
    • Boston, Massachusetts

    Regional Leader, Economic and Valuation Consulting Services (Northeastern U.S.). • Founded/led group's Boston office. Grew revenues of office of 10 professionals to $6 MM/year. • Advised major multinational corporations and provided expert testomony on transfer pricing in global/domestic tax...

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  Arthur D. Little, Inc.

  • Cambridge, Massachusetts

  • Director

    • Aug 1986 - Jan 1994
    • Cambridge, Massachusetts

    Co-leader of Forensic Economics practice. Senior member of Utility, Oil & Gas, and Telecommunications industry consulting practices. Co-founded and led Global Privatization Consulting Practice. Advised major multinational corporations and government clients in U.S., Europe, Latin America &amp...

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  National Economic Research Associates, Inc. (&q...

  • New York, NY

  • Senior Consultant

    • Aug 1984 - Aug 1986
    • New York, NY

    One of world’s largest and most respected multinational provider of expert economic and financial litigation support and expert testimony consulting services.• Advised and/or provided/prepared expert testimony in litigation &/or regulatory proceedings on critical financial, economic, regulato...

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  CBS, Inc.

  • New York, NY

  • Director, Corporate Development Department

    • Jun 1983 - Aug 1984
    • New York, NY

    •Special projects for presidents of domestic and international operations of Broadcasting and Publishing divisions (including: new ventures in software, cable TV, and on-line services; expanded licensing of non-U.S. TV program and music distribution rights; etc.).•Special projects (in coordinatio...

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  Columbia University, Graduate School of Interna...

  • New York, New York, United States

  • Visiting Assistant Professor

    • Sep 1982 - Jun 1983
    • New York, New York, United States

    Taught Financial Management & Analysis to graduate students enrolled in MPA program

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  Bankers Trust

  • New York, NY

  • Vice President (Strategic Planning), Corporate Development Department, Office...

    • Jun 1981 - Jun 1983
    • New York, NY

    Special projects for Office of Chairman, Executive Committee, Asset/Liability Management Committee, and EVP for Corporate Development. •Valuations & pricing analyses used in selling retail branch network and bank’s credit card business (then 2nd largest in world).• Participated in development...

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  Office of Commissioner and State Board of Educa...

  • Boston, Massachusetts

  • Senior Project Manager

    • Jun 1975 - Aug 1979
    • Boston, Massachusetts

    • As Director of Ford Foundation-funded School Finance Reform Project, drafted, simulated, and implemented $1.3 billion/year state & local tax reform and school finance reform legislation adopted by bipartisan gubernatorial and legislative commission after extensive public hearings, and enact...

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  Organization of American States

  • Chile & Peru

  • Project Director

    • Jun 1973 - Jan 1975
    • Chile & Peru

    Directed research project on effects of various government policies on economic and political development of urban residential communities ("squatter settlements"). Project originally begun in Chile was interrupted by 1973 military coup, and finished in Peru.