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Financial Modeling

  • Asset valuations: type curve analysis/simulations, leasing schedules, drilling programs, pricing scenarios
  • Operating models: production, price hedging, per-unit expenses, debt schedules, and pro formas
  • Perform valuations of company comparables, precedent transactions, DCF, and NAV
  • Build complete merger models with transaction assumptions, allocation of purchase price, adjusted balance sheets, modified debt schedules, and consolidated financial stateents
  • Build LBO models, including credit statistics and calculating returns to equity and debt investors


  • Advisor on a financial stability and market-growth strategy for the non-profit Cornerstone Recovery
  • Lead team through decision analysis using Blue Ocean Strategy, Eisenhower Matrix, SWOT, and Brand Matrix

Lobbying Strategy

  • Designed lobbying campaign to build a U.S. nationwide high-speed train network and infrastructure


  • Coached Rice undergraduates on a business plan for search and rescue robots based on “swarm” algorithms


    By Request Only


    • Advisor, Cornerstone Recovery
    • Finance Council, New Leaders Texas
    • Executive Committee, Young Leaders in Mental Health
    • Host, Contemporary Art Fair
    • District Leader, T. Boone Pickens Plan
    • Chairman, YMCA Community Development Board
    • Director, Mountain Yoga Retreat Center in China
    • Initiated recycling program at Black Stone Minerals



    • Married
    • Native Houstonian
    • Kinkaid High School


    • Modern Art
    • International Travel
    • CrossFit
    • Yoga
    • Wine Tasting
    • Rock Climbing
    • Integral Philosophy


    • High Performance Academy
    • World Affairs Council
    • Texas Exes
    • Menil Contemporaries
    • Contemporary Art Museum Houston
    • Museum of Fine Arts Houston

    Work experience


    Manager – Corporate Finance & Business Development

    Tarka Group
    • Direct report to Chief Investment Officer of Dutco Energy, the global energy investment division
    • Managed North America operations: acquisition and divesture, portfolio companies, and business development
    • Supported Global operations: acquisition due diligence, financial modeling, and business development
    • Built asset valuation model for the business plan using various engineering cases
    • Built corporate valuation model with pro forma for life cycle asset development plan using PHDWin simulations
    • Built corporate portfolio model with pro forma detailed at well level and prospect level for tracking actuals
    • Sourced term debt and revolver facilities to fund four-year development program in preparation for exit
    • Led various IT initiatives including P2 accounting and land software, server backup, and project management
    • Performed additional duties below before promotion to manage U.S. non-op and operating companies

    Manager – Financial Planning & Business Analysis

    Tarka Group
    • Direct report to President and Chief Executive Officer of North America division of Dutco Energy
    • Co-started the office with the CEO; completed all tasks that go with starting a company
    • Worked directly with CEO to screen, evaluate, and manage investments and portfolio companies
    • Performed corporate and asset valuations for management buyouts, direct investments, and joint ventures
    • Executed business development opportunities through strategic industry partnerships and personal network
    • Built a proprietary corporate and asset valuation model to streamline the valuation and deal process
    • Pitched business plan and asset development valuation to international board for financing approval

    Financial Analyst

    Black Stone Minerals

    Largest private equity oil & gas mineral owner in the U.S.

    • Optimize models of the PV of unrealized and net realized cash flows for each acquisition
    • Construct mineral reserve reports to calculate current and projected oil and natural gas reserves
    • Research, track, and report deal metrics for mineral A&D activity using IHS Herold database
    • Prepare financing and investor presentations with private equity, land, and geology groups
    • Perform portfolio analytics on production, depletion, and reserves for 40K wells on 15MM acres
    • Research and write oil and gas supply and demand pricing analysis for quarterly reports
    • Build multi-index models for tracking spot prices, rig counts, storage levels, LIBOR , and NYMEX
    • Led due diligence to collect lease and royalty outstanding receivables, resulting in $1.2MM



    Master of Business Administration (MBA)

    Rice University
    • Specialize in Finance, Energy, Global Business
    • Professionals Program—continued working at Black Stone while completing degree
    • Vice President of Energy, GloSbal Business, and Technology clubs
    • Jones Graduate Student Association team mentor for 2012 incoming students
    • Committee member for Rice Energy Finance Summit in both 2011 and 2012
    • Winner of ‘Negotiation Award’ for 2012 Rice International Energy Simulation

    Bachelor of Arts

    University of Texas
    • McCombs School of Business Foundations Certificate
    • Concentration in Spanish
    • Dean’s List
    • President of UT Business Fair company
    • Studied semester abroad in Granada, Spain