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Work Background
Director
Refinery Calc Director
Mar. 2023Houston, Texas, United States•Work with traders and analysts on both crude and refined products desks to incorporate Refinery Calc software-driven global refining operational intelligence into decision support and market modeling •Train and assist users in running refinery optimization modeling to discern yields, margins, runs, and crude demand at an individual refinery as well as an aggregate level such as PADD 3, Northwestern Europe, India, etc. •Collaborate with market participants and subject matter experts to develop leading indicators on crude favorability and the impact on price differentials between grades. •Promote the HydrogenCalc platform to new energy-focused firms, asset managers, and investors •Build relationships with strategic partners such as investors in upstream and midstream assets seeking to improve the profitability of portfolio companies •Develop marketing material, sales literature, and media outreach material and strategy to increase awareness of the firm •Assist with product development by collecting and interpreting market feedback •Attend energy industry networking events, conferences, etc.
Retail Trader
Self-employedRetail Trader
Mar. 2020 - Mar. 2023Developed a discretionary system based on Wykoff distribution, trend following, and candlestick analysis to trade futures contracts. Anticipated holding periods run from several days to several weeks. The key trade scenarios I seek to identify are pivots at price extremes, impulse moves within a trend, and market structure break downs.
Director
FundingPostDirector
Jul. 2015 - Dec. 2019TexasFundingPost has been hosting Venture Capital and Private Equity events across the US since 2001. I manage and host the events in the state of Texas.
Managing Partner
Trout Business CapitalManaging Partner
Jan. 2012Houston, Texas AreaCommercial finance broker focused primarily on helping companies attain financing for PP&E as well as working capital. Business sizes: Small business to lower middle market Industries: Oilfield Services, Midstream and Pipeline Services, Turnaround, Transportation, Earthworks contractors, manufacturing Solutions: Equipment finance, A/R Factoring, PO Finance, CRE backed finance, MCA
Director
HedgeFund.net / Channel Capital Group LLCDirector
Mar. 2004 - Mar. 2011New York City, NY• Manage a business unit generating substantial contribution to firm revenue • Personally responsible for originating and/or managing 2/3’s of premium accounts • Executed project Google News which immediately increased site unique visitors by 50% • Executed project HFN Ramp which has produced record subscription activity for the website • Developed and managed industry’s first hedge fund manager focused conference call series attended by as many as 200 managers per event and addressed topics such as seeding/incubation and regulatory issues. Panelist included representatives from Capital Z Investments, Weston Capital, and Guidance Capital • Responsible for final sign off on all premium listing clients which involves a full review of all fund material which can include offering documents, presentation material, newsletters, article reprints, etc
Vice President
HedgeFund.net / Channel Capital Group LLCVice President
Jan. 2002 - Mar. 2004New York City, NY• Executed a promotional sales campaign which resulted in a record sales month roughly 20% of cash production in 2004 • Revamped HFN content sharing strategy with Bloomberg resulting in a boost from 2,500 monthly reads to over 20,000 monthly reads within 6 months and currently maintains over 40,000 monthly reads. • Initiated a productivity boosting redesign of premium listing maintenance GUI; executed a substantial redesign of front end premium listing displays thereby boosting fund presentation value • Signed key client Pirate Capital in December 2002 who remained on our program through 2007 • Oversaw the execution of services for bulk sale of our premium service to UBS Prime Brokerage/UBS Capital Introduction
Associate
HedgeFund.net / Channel Capital Group LLCAssociate
Jan. 2000 - Jan. 2002New York City, NY• Worked closely with interim CEO to effectively launch the industry’s first major online marketing platform for hedge funds and the firm’s first product • Sold the firm’s first premium subscription to Austin Capital Management, which is currently a billion dollar plus fund of fund and was acquired by a Key Bank subsidiary in 2006 • Recruited, wrote sales models, tracked group financials, revamped all sales literature, created an application that enabled managers to track investor activity through our website

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