Experience

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  Trinity Investors

  • Dallas, Texas, United States

  • Strategic Partner

    • Apr 2021 - Present
    • Dallas, Texas, United States

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  Periscope Resources LLC

  • Dallas-Fort Worth Metroplex

  • President

    • Aug 2015 - Apr 2021
    • Dallas-Fort Worth Metroplex

    Developed the corporate strategy, founded the company, raised the capital, hired the team, and ran the company. Led the execution of the acquisition and integration of three packages of assets, leased acreage. Drilled the first 10,000 foot horizontal well in the area • Raised over $20MM in private equity capital commitments to purchase Oil & Gas properties during an industry decline • Drilled and completed the first 10,000’ horizontal well within a 10-mile radius completed with a 49-stage frac within 4-months of Board approval • Maintained a Zero incident safety record and zero employee attrition to competitors by offering KPM-based incentives

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  Periscope Operating LLC

  • Dallas-Fort Worth Metroplex

  • President

    • Aug 2015 - Apr 2021
    • Dallas-Fort Worth Metroplex

    Periscope Operating LLC operates assets owned by Periscope Resources LLC.

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  Telescope Trucking LLC

  • Dallas-Fort Worth Metroplex

  • President

    • Jan 2018 - Jun 2020
    • Dallas-Fort Worth Metroplex

    As Founder, I managed the strategy and operations of the trucking company which hauled hazardous materials (crude oil) in Texas. Responsibilities included marketing the services, recruiting, hiring, and training drivers, supervising the safety program, and all of the back-office operations, financial reports, and purchasing • Generated over $2MM in revenue with strong profit margins within 9 months of startup • Developed a streamlined driver recruiting and onboarding process, industry-leading safety standards, and best-in-class service levels

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  Hunt Consolidated, Inc.

  • Dallas, Texas, United States

  • Principal

    • Apr 2007 - Sep 2015
    • Dallas, Texas, United States

    Led the pursuit of investments in Environmental Services, Manufacturing, Energy, Water, and Oil & Gas Infrastructure. Managed and performed due diligence on acquisitions, including the $210MM acquisition of CapRock Energy, generating an estimated IRR of 35% over four years. Hired and managed third-party service providers, associates, and analysts in the performance of modeling and research • Led the execution of the $40MM leveraged buyout of Living Earth Technology, a division of Republic Services, the largest recycler of green waste in Texas. Subsequently recapitalized the company and created a 4X cash-on-cash return of the original equity investment of $9MM

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  Society Bakery, LLC

  • Dallas, Texas, United States

  • Co-Founder

    • Jan 2004 - Oct 2008
    • Dallas, Texas, United States

    Co-Founded this Specialty Retail Bakery with delicious cupcakes, cakes, cookies, lemon bars, brownies and a lot of other good stuff too.

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  Cox Oil, LLC

  • Dallas/Fort Worth Area

  • Vice President Finance

    • Apr 2004 - Apr 2007
    • Dallas/Fort Worth Area

    Led the acquisition of the original package of 39 wells to create the company. Oversaw the investment program as well as the finance functions of the company. Assisted in the day-to-day management of the company before and after the Hurricane Katrina disaster• Utilized experience, determination and "learning by doing" to acquire and rebuild an Oil company that ultimately has become one of the largest players in the Gulf of Mexico

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  Highland Capital Management

  • Dallas, Texas, United States

  • Portfolio Analyst

    • Sep 2001 - Apr 2004
    • Dallas, Texas, United States

    Made investment recommendations and provided ongoing analysis of investment opportunities in leveraged loans, high-yield bonds, and equities. Invested $149MM generating returns over 26%

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  J.P. Morgan

  • New York, United States

  • Analyst, M&A

    • Jun 1999 - Sep 2001
    • New York, United States

    Performed quantitative and strategic analysis of merger and acquisition transactions, leveraged buyouts, and offerings of equity and debt. Took a leadership role in drafting client presentations and creating financial models and analysis for various transactions in the Consumer and Retail sectors

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  Bear Stearns & Co.

  • Intern and Trading Desk Clerk - Institutional Equities

    • May 1995 - May 1997

    This job I had in school opened the door to my career. I was lucky to get it.