I have 29 years of experience in public finance and management in both the public and private sectors. This has developed into expertise in:  

• long-range financial plans and cost-of-service studies

• operating and capital budget systems

• grants management, 

• intergovernmental relations

• institutional and market analysis for water, wastewater, and stormwater utilities

 

I have completed more than 500 financial and management plans for public utilities. In addition to that, I have more than 10 years of public finance experience as finance manager of two major California regional wastewater facilities (the Encina Water Pollution Control Facilities in Carlsbad and the Monterey Regional Water Pollution Control Agency). 

 

I have applied for and successfully managed more than $1 billion of U.S. Environmental Protection Act (EPA) State Clean Water Grants, and developed and negotiated both capital and operations utilities contracts with the military.

 

My involvements include:

• privatization and implementation of private/public joint venture projects for sewer and water agencies

• responsibility for human resources and union negotiations, budget development, negotiations, and financial management for 10 wastewater plants on a national basis

• representing public agencies at public hearings and meetings with local, state, and federal officials

• preparing testimony for public hearings to provide revenue requirements for public agencies

• addressing national and state conferences on issues ranging from water reclamation to creative financing techniques

 

Currently, I sit as a technical advisor and provide complete financial consulting services to the Metro Wastewater JPA in San Diego, CA.