Experience

• 

  Hess corporation

  Jul 1984 - Nov 1989

  Developed corporate strategic plan; created hedging strategies and prepared budgets.• Identified strategic issues and developed corporate objectives• Created crude oil hedging strategies minimizing exposure in the market, and then directed traders to implement these strategies • Performed daily margin analyses to determine profit margins on crude oil and petroleum products during a volatile period in the industry; evaluated refinery economics and forecasted inventory levels• Prepared annual department budgets of up to $10 million, minimizing expenditures by 10 percen Show less Instrumental in developing and implementing a multi-million-dollar trading operations department for commodity trading in the New York Mercantile Exchange; reduced brokerage fees and increased trading revenues. Hired, trained, and managed several commodity analysts.• Developed risk exposure guidelines, monitored the risk exposure of open commodity positions, evaluated traders’ portfolios, and presented daily risk control reports to the Executive Committee• Negotiated fee structures with brokerage firms• Directed IT in the development of the trading computer system Show less Managed $700 million of corporate liabilities, negotiated and reduced rates with the largest financial institutions. Managed $400 million of cash, debt, and investments for the International subsidiaries and successfully reduced liabilities by 50% and increased investment revenues.• Negotiated with domestic and international financial institutions for lines of credit• Prepared and executed letters of credit and guarantees for international suppliers • Developed FX hedging strategies, minimizing exposure to currency positions, and traded foreign currency• Developed monthly and annual cash forecasts; prepared daily cash flow analyses• Prepared monthly variance, sensitivity, financial and bank earning analyses Show less • Managed $400 million in cash, debt, and investments for international subsidiaries in the U.K. and Norway; successfully reduced liabilities by 50 percent• Negotiated with domestic and international financial institutions for lines of credit• Prepared and executed letters of credit and guarantees for international suppliers • Developed FX hedging strategies, minimizing exposure to currency positions, and traded foreign currency• Developed monthly and annual cash forecasts; prepared daily cash flow analyses• Prepared monthly variance, sensitivity, and financial analyses Show less

  • Senior Strategic Analyst

    Jan 1989 - Nov 1989

  • Senior Financial Analyst-Trading Operations

    Jul 1987 - Jan 1989

  • Senior Treasury Analyst/International Analyst

    Jul 1984 - Jul 1987

  • International Treasury Analyst

    Jul 1984 - Jul 1987
• 

  New york power authority

  Nov 1989 - Oct 2000

  Identified and established a $700 MM Governmental Major Accounts division focusing on the largest governmental customers in NY City and NY State (MTA, Port Authority of NY & NJ, NYC Housing Authority) and successfully secured and managed major accounts generating annual revenues in excess of $340 MM. • Negotiated long-term contracts valued at $30 thousand to $220 million, setting a precedent in the industry• Saved World Trade Center account, valued in excess of $20 million, by proposing a lease option to the proposed sale of the center to a private buyer• Evaluated the unique needs, threats, and opportunities of each client and devised custom solutions• Cultivated client executive relationships (C-level) and created value-added partnerships; developed a client relationship management (CRM) program• Developed marketing plans focused on new markets, acquisition and retention of the customer base, and for the establishment of new services to enhance revenues• Directed promotional campaigns for governmental customers that included quarterly newsletters, direct mail, and trade journal advertising• Designed and implemented communication plans and customer orientation programs to enhance customer loyalty• Created customer satisfaction surveys for retail customers and presented results and recommendations to the Marketing Executive Vice President• Developed and launched new programs to reduce usage during peak demand periods; developed contracts, financial incentives, brochures, and presentations• Participated in customer board meetings and made presentations on the state of the industry during these board meetings Show less Developed and implemented a new corporate-wide strategic planning process and created short- and long-term strategic plans to sustain future growth, viability, and provide direction for the organization. Worked as an internal consultant and assisted business units to ensure that annual business plans were created and integrated into the corporate strategic plan. Successfully initiated and implemented a corporate culture change creating a business-oriented environment concentrating on core competences and values.• Identified key competitive issues affecting the organization, developed strategic goals, and presented findings and recommendations to the Executive Management Committee • Evaluated the progress toward achieving the corporate strategic goals and presented results quarterly to the Executive Management Committee• Managed and trained several strategic planners• Organized, facilitated and created the agenda for the annual strategic planning conference for the senior executives• Developed and implemented a corporate-wide competitive intelligence program utilizing monthly emailed questionnaires to 3500 employees• Directed special committees on marketing initiatives, energy conservation, asset acquisitions, independent power producer competition, electric transportation, benchmarking (KPI), and competitive achievement targets Show less

  • Senior Account Executive-Major Accounts, Governmental

    Aug 1994 - Oct 2000

  • Senior Strategic Planner

    Nov 1989 - Aug 1994
• 

  The clearing house

  Oct 2000 - May 2001

  Senior product manager

  Developed the expansion of the largest private sector funds transfer system, settling $1.5 trillion on average per day, and developed management strategies for continuous improvement while serving as a member of the Senior Management Forum. Led the Funds Transfer Committee sponsored by the Clearing House Association, an advocacy, research and analysis organization focused on financial regulations that supported a competitive banking system.• Developed marketing plans focused on retention and expansion of international customer base and acquisition of domestic customer base; launched the sales program for the CHIPS domestic market • Created and implemented pricing strategies for CHIPS revenue growth, increasing revenues by 10% • Established a client relationship management (CRM) program and cultivated C-level client relationships Show less

• 

  Mtj consulting

  May 2001 - May 2017

  Strategy/finance/project management/client relationship professional

  Financial Management, Budget Development, Income Tax Preparation, and Investment Strategy Implementation • Developed individual financial plans for the overall financial growth and prosperity

• 

  Wells fargo

  Sept 2022 - now

  Strategy and planning consultant

  Worked across Wells Fargo on high-priority, strategic initiatives brining teams together with expertise in strategy and problem solving, and driving large, complex programs to completion. Executed strategic initiatives and programs at the direction of the CAO, COO and CEO. Provided strategic consulting services and thought leadership utilizing comprehensive, in-depth knowledge, expertise, and emerging industry trends. Presented recommendations for resolving complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements. Collaborated with functional colleagues, internal partners, and stakeholders. Show less