Bio
Credentials
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CFA
CFA Institute
Experience
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Hull Street Energy, LLC
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Bethesda, Maryland, United States
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Vice President, Portfolio Management
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Jan 2022 - Present
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Bethesda, Maryland, United States
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United States
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Utilities
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400 - 500 Employee
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Portfolio Manager
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Jan 2021 - Jan 2022
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Assistant Portfolio Manager
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Jan 2020 - Dec 2020
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Market Risk Analyst
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Jun 2019 - Jan 2020
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Risk Control Analyst
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Dec 2018 - Jun 2019
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JERA Trading
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Washington D.C. Metro Area
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Senior Trader and Portfolio Manager
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Jan 2018 - Jun 2018
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Washington D.C. Metro Area
JERA Trading is a global wholesale trading and portfolio management venture formed by Tokyo Electric, Chubu Electric, and EDF Trading. EDF Trading is a leader in global wholesale energy markets and is the risk management arm of Électricité de France, the world’s largest electricity generator. In April 2017, JERA Trading acquired EDF Trading’s coal and freight business. In January 2018, the US coal trading and export business, of which I was a member, successfully transitioned to JERA. In 2009, the same core US team founded EDF Trading’s North America coal trading and export business after leaving Constellation Energy.SENIOR TRADER AND PORTFOLIO MANAGER (1/2018 - 6/2018) Transitioned EDF's US coal trading business to JERA Trading. Assumed expanded portfolio management responsibilities following team’s move to JERA.• Led adoption of US coal portfolio onto JERA's risk systems, including full scenario analysis testing, forward curve methodology and marking, position report development, value at risk (VaR) testing and credit exposure reporting.• Modeled future cash flows of the US portfolio to assist Singapore based Treasury group in managing liquidity.• Optimized transition of EDF's portfolio to JERA, which entailed the determination of market value of inventory and forward contracts, and the execution of associated agreements.• Managed daily forward curve marking, trade entry, position reporting and profit and loss estimation.
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EDF Trading
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Washington D.C. Metro Area
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Senior Trader
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Jul 2009 - Jan 2018
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Washington D.C. Metro Area
SENIOR TRADER (8/2012 - 1/2018)TRADER (7/2009 - 8/2012)Managed a portfolio that specialized in arbitraging US and international coal markets through boom and bust energy market cycles. • Developed and executed fundamental analysis and market information based trading strategies as a member of a four to five person group that consistently generated positive gross margin.• Modeled and consistently arbitraged US and international coal markets by establishing an export program that sourced and shipped three to ten million tons annually.• Created advanced Excel and VBA based spreadsheets to independently model the US business and validate risk system P&L and position reporting.• Operated as one of the most active over-the-counter US coal market participants, trading CME (Chicago Mercantile Exchange) and ICE (Intercontinental Exchange) cleared futures and bilateral forward agreements on both voice and screen platforms.• Assisted in valuing, negotiating and fuel surcharge exposure hedging of railroad, barge and terminal logistics agreements.• Coordinated regularly with Legal, Credit, Accounting and Risk for deal approval, contract administration and overall portfolio maintenance.• Managed relationships with a broad set of domestic and international traders, suppliers and end-users.
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Constellation
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Baltimore, Maryland Area
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Associate, Analyst
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Jul 2006 - Jun 2009
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Baltimore, Maryland Area
ASSOCIATE, PORTFOLIO MANAGEMENT (3/2008 - 6/2009)Managed Constellation’s coal generation and third party portfolio. Acquired increasing responsibility rising from running daily processes to trading a proprietary portfolio.• Monetized embedded optionality in a complex physical portfolio by trading time, quality, and location spreads.• Managed a profitable proprietary trading portfolio.ANALYST, PORTFOLIO MANAGEMENT (7/2006 - 3/2008)• Ran daily position and profit and loss reports to support portfolio management and trading.• Managed booking of derivative positions among normal, hedge, and mark-to-market accounting treatments.
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Education
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2002 - 2006Washington and Lee University
BA, Economics
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