Experience

Derivative Logic Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Director Of Defeasance Services

  • Jul 2019 - Present

  I am a Defeasance Manager, helping clients achieve a successful closing of their large Real Estate deals. I am a Defeasance Manager, helping clients achieve a successful closing of their large Real Estate deals.



Leaders In Banking & Risk Management

• Banking Industry Specialist » Risk Management | Commodity Derivative Analysis | Audit

  • 2017 - Jul 2019

  I am currently engaged with this professional group for the purposes of attending networking events to connect with those experienced in Risk Management, Commodity Derivative Analysis, Audit, and Regulatory Compliance. The objectives of the group are to research industry leaders, participate in industry discussions and evaluate innovations in the marketplace. I am currently engaged with this professional group for the purposes of attending networking events to connect with those experienced in Risk Management, Commodity Derivative Analysis, Audit, and Regulatory Compliance. The objectives of the group are to research industry leaders, participate in industry discussions and evaluate innovations in the marketplace.



Union Bank

• United States
• Banking
• 700 & Above Employee

• Derivative and Process Manager, Global Capital Markets Middle Office

  • 2013 - 2017

  This role centered on improving the processes for maintaining the official Middle Office pricing environments, including a $50 million energy derivatives book. I reported and supervised daily P/L for the IRD and energy desks. I partnered with the Sales and Trading Front Office, Credit, Legal, Market Risk, Compliance and other First and Second Line of Defense stakeholders to institute and uphold sound business practices. Additionally, I managed internal audits and addressed regulators’ queries during compliance examinations. I also negotiated risk control agreements, including over 112 ISDA Master and Collateral agreements supporting derivative transactions with leading banking and energy market participants.► Directed series of initiatives to improve trade capture and confirmation processes, in response to regulatory changes.► Designated as Secretary of newly-launched Market Risk Committee, prepared executive meeting materials, conducted analyses, and presented monthly risk performance to senior managers. Show less

• Reporting Group Manager, Market Risk Management

  • 2005 - 2013

  In this position, I managed daily operation and enhancement of the Market Risk Management VaR system for energy, FX and interest rate derivatives. I coordinated legal, tax, credit and trading issues and policies for these agreements. I formulated and presented complex issues and negotiation positions to enterprise-wide audiences, ranging from accounting through senior management. Additionally, I ensured that daily risk processes remained compliant with Dodd-Frank requirements.► Directed projects to upgrade risk reporting to comply with regulatory changes. ► Received recognition from federal regulators for outstanding reliability and soundness in managing the energy derivative environment.► Validated MUFG’s Monte Carlo VaR process for accuracy and adherence to regulatory and internal policies. Show less



Puget Sound Energy

• United States
• Utilities
• 700 & Above Employee

• Sr Contract Administrator

  • 1997 - 2005

  In this role, I negotiated energy purchase agreements, including NAESBs, GISBs, PPAs and ISDA Master and Collateral agreements. My scope encompassed coordinating legal, tax, credit and trading issues and policies. Additionally, I composed Sarbox documentation and edited others’ contributions. I oversaw utility analytical staff creating documentation processes and procedures. ► Recovered $10.1M of ratepayer value by expertly negotiating settlement of a contractual default. ► Captured $1M+ in fixed charge savings from a complex, long-term natural gas services agreement, through contractual analysis and steering 1-year contractual management process. Show less



Northern States Power Co.

• Greater Minneapolis-St. Paul Area

• Gas Supply Representative, Non-Traditional Transactions

  • 1991 - 1996

  This position centered on purchasing and optimizing Northern States Power’s $215M natural gas supply, storage and transportation contracts, overseeing operational planning, and building a reliable, cost-effective natural gas supply portfolio. During a period of unprecedented regulatory upheaval, I achieved average annual gas costs at or below 94% of all regional competitor's results. This position centered on purchasing and optimizing Northern States Power’s $215M natural gas supply, storage and transportation contracts, overseeing operational planning, and building a reliable, cost-effective natural gas supply portfolio. During a period of unprecedented regulatory upheaval, I achieved average annual gas costs at or below 94% of all regional competitor's results.