Experience

ALEVO

• Switzerland
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Director of Project Finance

  • Oct 2016 - Present

  Recruited to start-up and lead the project finance function at Alevo USA, a grid scale lithium-ion battery manufacturer and project developer. Currently responsible for identifying financing requirements, structuring deals, identifying lenders, identifying equity investors and negotiating transactions. Developed a due diligence process, data room structure and financing documentation requirements process. Introduced and educated the financing community on energy storage technologies, market designs and financing options. Show less



Duke Energy Corporation

• United States
• Utilities
• 700 & Above Employee

• Due Diligence Team Manager

  • 2012 - 2016

  Responsible for the leadership of the due diligence team reviewing investments requiring Chief Executive Officer and/or Board of Directors approval. As the director of the due diligence team, I was responsible for identifying transaction credit and market risks and assessing mitigation strategies. Also responsible for the development of recommendations to senior management in establishing cost of capital requirements and the inclusion of appropriate risk factors and leverage premiums.

• Director of Project & Structured Finance

  • 2009 - 2016

  Responsible for the development of financing strategies for the company’s domestic renewable energy assets, commercial electric transmission and commercial gas pipeline investments; and execution of non-recourse financings to support investments in commercial renewable energy assets. Responsibilities included deal structuring, credit analysis, due diligence negotiating financing terms and conditions to address lender credit and risk management requirements.

• Director Treasury Corporate Finance

  • Feb 2002 - Oct 2009

  I led the development and execution of effective financing strategies that supported key strategic initiatives and supported the management of the Company’s capital structure consistent with rating agency and regulatory constraints. The resulting financing strategy was recommended to senior management and the Board of Directors, components included the restructuring corporate liquidity requirements and credit facilities, identifying long-term debt portfolio risks, recommending immediate and long-term solutions, and to establish a framework to fund capital investment and growth initiatives. Managed and actively traded a portfolio of interest rate swaps to hedge interest rate risk exposure. Show less



BellSouth Corporation

• Associate Director Corporate Finance

  • 2000 - 2002

  Managed and reported the performance of the Commercial Paper programs to fund daily cash position requirements. Negotiated managed a portfolio of short-term investments to invest excess cash from operations and to fund project working capital requirements. Responsible for the management of credit facility and debenture compliance. Managed and reported the performance of the Commercial Paper programs to fund daily cash position requirements. Negotiated managed a portfolio of short-term investments to invest excess cash from operations and to fund project working capital requirements. Responsible for the management of credit facility and debenture compliance.



US Navy

• United States
• Armed Forces
• 700 & Above Employee

• Lieutenant

  • 1986 - 1995

  Over my 10-year career on active duty, I served as a Naval Flight Officer. Was competitively selected to the position as a fleet replacement flight instructor. I promoted to the positions of combat aircrew tactical coordinator, instructor tactical coordinator and mission commander. Held various leadership positions in squadrons including Tactics Officer and Naval Flight Officer Training Officer. Over my 10-year career on active duty, I served as a Naval Flight Officer. Was competitively selected to the position as a fleet replacement flight instructor. I promoted to the positions of combat aircrew tactical coordinator, instructor tactical coordinator and mission commander. Held various leadership positions in squadrons including Tactics Officer and Naval Flight Officer Training Officer.