Experience

The Benchmark Company, LLC.

• United States
• Financial Services
• 1 - 100 Employee

• Head of Global Energy

  • Dec 2022 - 1 year 1 month



Southwestern University

• United States
• Higher Education
• 400 - 500 Employee

• Assistant Coach - Running Backs

  • 2013 - 10 years

  Georgetown, Texas, United States

• Executive Adviser to the Athletic Director

  • 2021 - 2022

  Georgetown, Texas, United States * Tapped to develop departmental business plans in support of the AD. * Provide advanced insights and value-enhancing strategies to drive revenue, profitability, and cash flow. * Lead analytics projects to achieve key business objectives. * Present recommendations to key stakeholders.



Legacy League

• Co-Founder

  • Mar 2021 - Sep 2023

  Austin, Texas, United States Providing fan engagement solutions to power new revenue streams for major collegiate sports properties.



RBC Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Managing Director, Head of Global Energy Research (Business Plan Maturity Phase)

  • Jan 2014 - Feb 2021

  Austin, Texas Area * Promoted to Head of Global Energy Research with 50 direct reports, taking market share from 25th to top 10. * Doubled RBC global energy franchise revenue to ~$250M in 7 years. * Ranked a top 5 global energy expert by Institutional Investor for 10 consecutive years. * Ranked #1 for energy stock selection by Starmine and earnings estimate accuracy by The Wall Street Journal. * Expanded RBC’s global energy research vertical domain expertise by 8x in 11 years. * Persuaded RBC… Show more * Promoted to Head of Global Energy Research with 50 direct reports, taking market share from 25th to top 10. * Doubled RBC global energy franchise revenue to ~$250M in 7 years. * Ranked a top 5 global energy expert by Institutional Investor for 10 consecutive years. * Ranked #1 for energy stock selection by Starmine and earnings estimate accuracy by The Wall Street Journal. * Expanded RBC’s global energy research vertical domain expertise by 8x in 11 years. * Persuaded RBC executive leadership to invest in a global energy vertical sales effort, leading to incremental revenue growth of 19% within 3 years. * Executed a new business development strategy that increased RBC’s Europe/Australia energy research market share by ~8% from zero over 5 years.

• Managing Director, Co-Head of Global Energy Research (Business Plan Acceleration Phase)

  • Jan 2007 - Dec 2013

  Austin, Texas Metropolitan Area * Promoted to Co-Head of Global Energy Research. Recruited, hired, trained and mentored 50+ recognized experts in their field, taking market share from 35th to 18th. * Grew RBC global energy franchise revenue by 47% in 7 years. * Expanded RBC global energy research platform from 2 geographies to 4 including United States, Canada, Europe and Asia-Pac. * Created and managed RBC Global Energy Best Ideas List which has outperformed the MSCI Global Energy Index by 1300 bps since… Show more * Promoted to Co-Head of Global Energy Research. Recruited, hired, trained and mentored 50+ recognized experts in their field, taking market share from 35th to 18th. * Grew RBC global energy franchise revenue by 47% in 7 years. * Expanded RBC global energy research platform from 2 geographies to 4 including United States, Canada, Europe and Asia-Pac. * Created and managed RBC Global Energy Best Ideas List which has outperformed the MSCI Global Energy Index by 1300 bps since inception. * Architect of the RBC Global Energy, Power and Infrastructure Conference, an industry “must attend” event drawing more than 600 investors and over 120 corporate executives per year.

• Managing Director, Head of US Energy Research (Business Plan Start-up Phase))

  • Dec 2001 - Dec 2006

  Austin, Texas Metropolitan Area * Founder and Visionary of the RBC Global Energy Research Platform. Transformed a disjointed regional effort into a market-leading global organization. * Formed a multi-disciplinary and culturally diverse “Global Energy Operating Committee” including the high-profile heads of energy trading, sales and investment banking. * Advised 200+ mutual funds, hedge funds and family offices on energy stock selection and capital allocation.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Managing Director/Oilfield Services Analyst

  • Sep 1999 - Nov 2001

  New York, NY * Developed a personal branding and marketing strategy that established me as a top 10 energy industry expert * Advised 200+ mutual funds, hedge funds and family offices on energy stock selection and capital allocation. * Provided critical insights and value enhancing strategies to energy CEOs, CFOs and regarding business development, operational performance and financial execution.



Cambridge Investment Partners

• Portfolio Manager

  • Jan 1997 - Aug 1999

  San Francisco Bay Area * Raised $1.5B in assets as a marquee hire at a high-growth energy hedge fund * Devised a long/short investment strategy that generated 25% annualized returns in a highly volatile market.