Experience

Lakeside Bank

• United States
• Banking
• 1 - 100 Employee

• President Private Banking, Lakeside Bank, Dallas

  • Sep 2023 - Present



BW Consulting, LLC

• Managing Member

  • Aug 2016 - Present



Self-employed

• Dallas, TX

• Investor - Consultant

  • Sep 2015 - Present

  Independent investor and developer/project manager with a focus on real estate, oil & gas, renewable and gas fired power generation, water assets and other infrastructure projects; Through BCW, Solutions, LLC, we develop energy solutions for island nations or states leveraging U.S. natural gas and sustainable agri-energy technologies. Current project in the Caribbean and early stage development in Hawaii. From 2013-2015, I led a team of investors and operators to pursue the acquisition of the largest block of land under one fence in the U.S. with the intent to develop existing and new energy, water, and power assets in an environmentally responsible way leveraging unique technologies; land and total project financing exceeded $2.00 billion; guided our team as overall project manager through a globally competitive bidding process over a two year period resulting in our team named as one of two finalists; our team ultimately did not prevail. Through my extensive relationships in the private equity, institutional, and pension fund investor community, I am currently pursuing distressed commercial real estate transactions and oil and gas asset acquisitions leveraging a proprietary due diligence software tool and a unique risk mitigation insurance structure. Show less



Highland Funds

• Dallas, TX

• Board Member and Trustee

  • 2002 - Present

  I have been a member of the board of trustees of the Highland Funds, a NYSE retail fund complex with approximately $5.00 billion in assets; I am currently Chairman of the Audit Committee across the fund complex and serve on the Compliance, Legal and Cyber Security committees; I have been a member of the board of trustees of the Highland Funds, a NYSE retail fund complex with approximately $5.00 billion in assets; I am currently Chairman of the Audit Committee across the fund complex and serve on the Compliance, Legal and Cyber Security committees;



CrossFirst Bank

• United States
• Banking
• 300 - 400 Employee

• President, CrossFirst Bank Dallas

  • Mar 2021 - Sep 2023



CrossFirst Bank Dallas

• Dallas, Texas, United States

• President

  • Mar 2021 - Jan 2023



Accenture

• Ireland
• Business Consulting and Services
• 700 & Above Employee

• Senior Manager - NA Business Development Director

  • 2006 - 2014

  Worked across multiple industry segments including energy, real estate, aviation, transportation, financial services, healthcare, telecom, hospitality, ; initiated, developed, closed and managed Business Process, Technology, Strategy and Outsourcing services arrangements with Fortune 500 and smaller enterprises;

• Senior Manager

  • Sep 2001 - Sep 2006

  Rejoined Accenture in the Energy Practice with primary business development focus on oil & gas upstream, midstream and the service company sectors; secondary focus on utility sector; clients included super majors, majors, independents, NOC's and regional utilities; initiated and developed strong global internal working relationships across all Accenture service lines including Business Process Management, Consulting, M&A/Due Diligence, Strategy, Outsourcing, Technology; initiated new client relationships and served as the primary client relationship manager and contact point throughout the sales and delivery cycle; Show less



Quaris, LLC

• Houston

• Interim CEO

  • 1999 - 2001

  Served as Senior VP and then Interim CEO for an Andersen Consulting/British Petroleum funded start-up and internet marketplace for oilfield tubular goods and equipment; Served as Senior VP and then Interim CEO for an Andersen Consulting/British Petroleum funded start-up and internet marketplace for oilfield tubular goods and equipment;



Las Vegas Stadium Project

• Las Vegas, Nevada

• General Manager

  • 1996 - 1998

  I departed Andersen Consulting to join large real estate development project in Las Vegas, Nevada that included the acquisition of an National Football League franchise and developing a multipurpose stadium complex. On behalf of the financial investor group, I served as the on the ground General Manager serving in all project management capacities including project feasibility, real estate acquisition, design/development, program management, vendor management, event procurement, contract negotiations, marketing/sales, communications, public/community relations, and as the public face of the project in Las Vegas; investors were unsuccessful in acquiring the franchise and the project was terminated after two years of development; Show less



Andersen Consulting

• Los Angeles

• Senior Manager

  • Sep 1991 - 1995

  Hired by Andersen Consulting in September 1991 to help design and deploy a new practice called Business Process Management (BPM); deployed to Los Angeles to educate the West Coast partners and employees regarding data center services and outsourcing engagements supported by recently acquired global data center platform in Dallas, TX; worked across multiple industries in client facing roles; Hired by Andersen Consulting in September 1991 to help design and deploy a new practice called Business Process Management (BPM); deployed to Los Angeles to educate the West Coast partners and employees regarding data center services and outsourcing engagements supported by recently acquired global data center platform in Dallas, TX; worked across multiple industries in client facing roles;



Affiliated Computer Services (ACS)

• Dallas, TX

• VP Commercial Services

  • 1988 - 1991

  Member of original management team as VP of Commercial Services reporting to CEO; built Commercial Services division to $140 million in contracts within 2 years; participated is several M&A transactions serving in due diligence and execution roles; ACS continued to grow exponentially, went public and was eventually sold to XEROX for $6.00+ billion in 2010. Member of original management team as VP of Commercial Services reporting to CEO; built Commercial Services division to $140 million in contracts within 2 years; participated is several M&A transactions serving in due diligence and execution roles; ACS continued to grow exponentially, went public and was eventually sold to XEROX for $6.00+ billion in 2010.



MTech

• Dallas, TX

• Sales

  • 1986 - 1988

  MTech was the bank data processing subsidiary of MCorp, the third largest bank holding company in Texas at that time; MTech was the largest financial transaction data processor to banks in the U.S.; MTech desired to broaden its services to non-bank entities including energy companies; I served in a sales capacity selling computer and data processing services as a "compute utility"; clients included Andersen Consulting, oil & gas companies and commercial businesses; management spun-off MTech in a private transaction, then took MTech public; shortly thereafter EDS acquired MTech; I became and EDS employee for a few months attending their world class management training program; subsequently the former CEO of MTech asked me and 4 others to leave EDS and launch Affiliated Computer Services (ACS) in 1987 where I started and led the Commercial Services Division; Show less



Atlantic Richfield Company

• Denver, CO; Rocky Mountain Region; Dallas, TX

• Petroleum Land Manager

  • 1981 - 1986

  Served in Land Management department managing ARCO corporate assets; led small team of a Geologist and Geophysicist in developing drilling prospects and presenting to management in a competitive funding process; our small team developed over 10% of ARCO production in the Rocky Mountain Division; transferred to Dallas HQ in 1985 served on divestiture team packaging assets for sale; participated in the entire divestiture process including contract development and negotiations; Served in Land Management department managing ARCO corporate assets; led small team of a Geologist and Geophysicist in developing drilling prospects and presenting to management in a competitive funding process; our small team developed over 10% of ARCO production in the Rocky Mountain Division; transferred to Dallas HQ in 1985 served on divestiture team packaging assets for sale; participated in the entire divestiture process including contract development and negotiations;