
Senior Vice-President, Investment Banking at Source Capital Group, Inc.
Greater Seattle Area

Senior Vice-President, Investment Banking at Source Capital Group, Inc.
Greater Seattle Area
Leading new project finance efforts with an emphasis in renewable/more efficient energy development.
Energy market analysis, technology expertise, financial structuring of projects.
(Venture Capital & Private Equity industry)
February 2009 — Present (10 months)
The Northwest Energy Angels™ is a membership organization of successful entrepreneurs, retired executives, and other business leaders in the Pacific Northwest who provide investment capital, strategic advice and mentoring to early-stage companies or companies embarking on major expansion efforts to help them achieve market leadership. The Northwest Energy Angels™ is unique in that it focuses only on the energy industry, including alternative sources of energy, improved distribution, or efficient transmission.
The Northwest Energy Angels™ has a healthy mixture of business leaders with extensive experience in related industries and outsiders with a passion for fueling positive changes in our economy. The group also includes investors from venture capital firms or members of existing angel groups and novice investors looking to benefit from participating in a group effort.
(Investment Banking industry)
September 2008 — Present (1 year 3 months)
Financial advisory and placement agent services to the new energy and cleantech segments.
(Privately Held; 1-10 employees; Investment Banking industry)
September 2006 — Present (3 years 3 months)
Advising and structuring financial solutions for energy project developers.
(Privately Held; 11-50 employees; Investment Banking industry)
January 2004 — September 2006 (2 years 9 months)
Overseeing structured financial solutions to gas, electric and water utilities; power suppliers, oil and gas exploration and development.
(Sole Proprietorship; Myself Only; Capital Markets industry)
January 2002 — December 2003 (2 years )
Consulting to venture capitalists and angle investors looking for opportunities in the energy industry.
(Privately Held; 201-500 employees; Computer Software industry)
January 1997 — July 2001 (4 years 7 months)
Led management of 9 company products across 3 product lines. Responsibilities inculded features, market requirements, pricing, advertising and trade show presence.
Launched new enterprise software customer care product that generated over $40M in revenue in first two years in the market.
(Public Company; 10,001 or more employees; Utilities industry)
June 1985 — December 1996 (11 years 7 months)
Managing research budget of over $10M with responsibilities for identifying potentially commercial spin-out technology products.
Created business plan and led development of new utilty construction material. Project generated $15M in savings over first 3 years.
Negotiated royalty deal with datacomm technology provider resulting in $5M in revenue and accelerated partner company IPO.
Identified and proposed 24 utility products enabled by new patent.
MS , Management , September 1987 — June 1988
Northwest Energy Angels, Climate Solutions/WA Renewable Fuel Stds.