Bio
Credentials
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Chartered Financial Analyst
CFA InstituteOct, 2011- Apr, 2026
Experience
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Canada
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Environmental Services
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100 - 200 Employee
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Director, Environment Commodities, Sales and Structuring
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Jan 2024 - Present
Working in BMO Radicle to bring clients a unique suite of environmental products including Carbon credit development in Voluntary, Compliance and CFR markets, advisory and traded products.
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Senior Manager, Environmental Commodity Risk
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Dec 2022 - Jan 2024
Head of Environmental Risk responsible for all elements of environmental commodity risk including market risk, compliance, credit risk and contract management for global voluntary and compliance market trading.
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Director, Environmental Commodity Risk
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Aug 2021 - Dec 2022
Head of Risk responsible for all elements of environmental commodity risk including market risk, compliance, credit risk and contract management for compliance and voluntary carbon trading.
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BEAD Energy Consulting Inc.
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Calgary, Alberta, Canada
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Principal Consultant
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Jun 2021 - Present
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Calgary, Alberta, Canada
Providing expert consulting services to areas of Energy, Risk Management, Renewables, Environmental Commodities and Finance to a variety of companies in the Energy and Development space. Specifically specializing in understanding the emerging markets of renewables and carbon within the energy sector.Clients include: Radicle, A leading player in the Carbon Credit market Private Renewable Power Project Developer Private Equity Fund Private Industrial land developer
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Sharp Consultants
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Calgary, Canada Area
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Partner
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Jan 2010 - Present
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Calgary, Canada Area
Founder and partner in a consulting firm providing business and marketing consulting and management services to small and medium businesses across Canada. Clients include small retailers, oil & gas service, construction, home services companies, and sporting and recreation companies. Sharp works with clients to develop and execute business and marketing strategies including market analysis, strategy, and profitability with a core competency in online presence and marketing.
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Canada
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Utilities
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700 & Above Employee
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Manager, Customer Insights
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Jan 2017 - May 2021
Leading a team responsible for supporting the evaluation and feasibility of new energy projects and products for the Strategic Customers and Energy Management Office, Commercial Sales, Business Development/Energy Solutions and Mass Market. In addition, the team was responsible for internal development process and approvals within Legal, Risk Management, Finance/Treasury, Trading, Generation and Executive.Key Responsibilities:• Led Customer discussions, analytics, and project development for Strategic Customers concerning: Utility-Scale and behind-the-fence renewal energy projects; Firming services; and intgrated trading and retail products. Customers included all levels of Government, Institutions, and private companies such as leading technology, retail, and oil and gas clients.• Accountable for Mass Market and Commercial product development, strategy and profitability, including the development and implementation of commercial terms (legal precedents), financial treatment, and credit risk management for both Commodity and DER Contracts • Responsible for preparing Executive and board updates on Sales performance and profitability.• Responsible for developing analytical tools for identifying and evaluating target customers for DER solutions, including Energy and Tariff rates.Key Accomplishments:• Led the evaluation of Commercial Sales profitability by incorporating an all-inclusive view of servicing cost, portfolio hedging effectiveness and credit risk. This project informed the strategic transformation of ENMAX Energy's sales and hedging program.
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Business Manager, ETRM Project
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Jul 2015 - Dec 2016
Reporting to the VP, Risk and VP, Trading, was responsible for implementing a multimillion-dollar Energy Trading and Risk Management (ETRM) project. I led the cross-function project team comprised of Trading, Assets, Retail, Finance and Risk staff plus Vendor and Consulting resources. The project was completed on time and under budget and delivered a clear and effective view of ENMAX competitive Energy profitability.Key Responsibilities: • Developing the representation of Exposures and MTM valuation of Corporate Hedging Portfolio including; Generation Assets (Wind, Gas & Coal), Retail (Mass market to Industrial) and Energy Trading for Electricity, Natural Gas, Transport, Transmission, Ancillary Services, and Renewable Energy Certificates• Working with departments across ENMAX to ensure the smooth adoption, practical training and organizational change management required to deliver project objectives and goals• Collaborate with Executive members to ensure the project delivers on corporate KPIs and meets Executive and Board mandates• Manage Vendor and Consultant deliverables, resourcing, timelines and budget to ensure successful project delivery. Key Accomplishments:• Successfully delivery of ETRM implementation in less than 18 months, achieving all project goal and delivering on-tine and under budget. • Project successfully delivered required Reporting, Trading, Compliance reporting, settlement, budget and planning, and Credit risk management functions.
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Manager, Market Risk
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May 2014 - Sep 2015
Led ENMAX's market risk team responsible for middle-office functions, including Valuations, MTM, and Position reporting, Trade Compliance, Risk Metrics (Value-at-Risk, Margin-at-Risk and Stress testing) and system integrations.· Worked cross-functionally to deliver effective Exposure and Valuation Reporting for Wholesale Trading, Generation Assets, Finance, and Executive team.· Responsible for coordinating cross-departmental teams to deliver reporting exposures and valuations for budget and 5-year operating plans.· Monthly reporting of Exposures, MTM and risk metric at Executive Risk Management Committee including reporting on market risk and corporate hedging strategy.· Responsible for valuation and incorporation of new assets into the Portfolio, including Cavalier, Balzac and Shepard Energy Centre.
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Manager, Energy Risk Analytics and Enterprise Risk
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Jun 2013 - May 2014
Established ENMAX’s Quantitative Analytics team, recruiting a team of analysts to provide analytics for Wholesale trading, Retail, Generation and the Executive team. This newly established team was responsible for developing risks analytics including: Earnings-at-Risk, Asset Valuation models, 1 & 5-year forecasting, analysis of new and existing products, stress testing and scenario analysis.For Enterprise Risk, I managed ENMAX's corporate Enterprise Risk management program including: Enterprise Risk Assessments, Executive Risk Management & Board Reporting, Risk Management policy, Project Risks Assessments, and the Business Continuity Management program.
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Manager Enterprise Risk
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May 2012 - Jun 2013
Manager Enterprise Risk manages Enmax's corporate Enterprise Risk management program including organizing the Executive Risk Management committee focus and direction, risk management policy, Enterprise Risk Assessment process, Project Risks Assessments and the Business Continuity Management program. • Manage the identification and assessments for each ENMAX business unit’s Enterprise Risk management program including the Quarterly Enterprise Risk Assessments.• Develop quarterly reporting to the Board of Director through the CRO report of the ERA process, Business Continuity management plan and Project Risk• Manage the develop of ENMAX’s Business Continuity Management program with all Business Units including ensuring business unit development and testing of Emergency Response Planning, Crisis Management Planning • Complete Project Risk assessments for Capital Allocation Committee, and subsequent Executive and Board approval processes. • Lead the development of the Risk Management Committee format, agenda and direction as part of the Enterprise Risk Management structure including the Enterprise Risk Assessment process, Project Risk assessment, Business Continuity Management, and Energy Risk Exposure• Prepare the risk management exposures submission for the MD&A in the Annual Report.
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Business Analyst / Energy Risk Specialist
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Mar 2008 - May 2012
Worked in the Energy Risk team on the ENMAX trading floor dealing with electricity, natural gas and Rec markets. • Developed a 5-year Corporate Margin-at-Risk model (Earnings-at-risk) which incorporated new assets, products and sales, market settlement, correlation factors, market forecasting and dynamic time frames.• Responsible for monitoring, analyzing, and reporting market and corporate risk factors. • Developed models for valuing retail product and Generation assets including Gas, Coal and Wind.• Developed methodologies for improvement in Retail load forecasting algorithms and associated reporting processes.
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Title Trading Inc
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Calgary, Canada Area
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Equity Trader
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2007 - 2008
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Calgary, Canada Area
Responsible for managing and investing the firm’s equity assets in the NASDAQ, NYSE and AMEX markets. Developed and implemented real-time trading strategies designed to maximize return while minimizing risk and responding to ever-changing market conditions. Key Accomplishments:• Researched and executed trading strategies based on technical, market, and indicator analysis • Accurately monitor and reconcile portfolio trades, positions, and associated fees
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The UPS Store
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Calgary, Canada Area
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Assistant Manager
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2004 - 2008
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Calgary, Canada Area
Responsible for managing the store including hiring, training, and day-to-day operations. Developed store marketing plans pricing and sales forecasts and personally pursued new customer accounts.Key Accomplishments:• Built efficient systems to improve customer services, and workflow • Increased sales by over 45%year over year
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Student Works Painting
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Calgary, Canada Area
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Owner
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2002 - 2004
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Calgary, Canada Area
Built a successful painting franchise in Calgary, painting over 100 sites. Personally responsible for all aspects of the business including marketing, sales, recruitment, operations, and accounting. Employed and trained 8-14 staff fostering team performance goals and bonuses to motivate employees, improve production, and create a positive workplace atmosphere
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Education
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2008 - 2011CFA Institute
Chartered Financial Analyst -
2001 - 2007University of Calgary
Bachelor of Commerce, Finance -
2001 - 2007University of Calgary
Bachelor of Arts, Political Science
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