SELECTED ACHIEVEMENTS

• Directed Treasury team in expanding bank credit by $145 Million for unrated $12 Billion company during 2009 financial crisis by arranging $1.075 Billion syndicated bank facility.
• Collaborated with Corporate Development in due diligence and integration processes for 5 acquisitions, the largest of which was over $500 Million.
• Mentored key employee in the process of increasing surety bonding capacity by $600 Million with strategic insurance companies.
• Established support and trust with 2 new banking relationships, expanding existing $850 Million syndicated bank facility to $930 Million and reducing counterparty risk with banking partners.
• Guided team of business unit leaders, legal and tax resources, and Treasury staff preventing over $10 Million in foreign exchange losses in payment from arbitration award in Mexican Pesos.
• Arranged $650 Million AR sales agreement and designed ongoing internal support process to facilitate liquidity to support initial increase in project working capital in excess of $1Billion.
• Taught modules for all levels of the CFA exam review course offered through Rice University, including topics on Ethics, Alternative Investments, Risk Management, and Portfolio Management.

Email:  s_mathews_houston@yahoo.com

Jeffrey E. Curtiss is a private investor and a member of the Board of Directors of KBR, Inc. He serves as Chairman of its Audit Committee and also serves on its Corporate Social Responsibility Committee.  He served as a member of its Independent Committee which evaluated aspects of the KBR split-off from Halliburton and also served on the KBR Compensation and Nominating/Corporate Governance Committees during 2007.

 Mr. Curtiss received a BSBA degree from the University of  Nebraska College of Business Administration (1970) with high distinction; a JD degree from the University of Nebraska College of Law (1971) and an LLM degree in taxation from the School of Law at Washington University in St. Louis (1975).  He became a CPA in 1971; a practicing lawyer in 1972 and a CFA charterholder in 2006.   He has experience with Peat, Marwick & Mitchell, a CPA firm, and with Nelson, Harding, Marchetti, Leonard & Tate, a law firm.  From 1973-2006, he was employed by Monsanto Company, G.D. Searle & Co., The Coleman Company; Heritage Media Corporation; Browning-Ferris Industries or Service Corporation International.  He served as a Chief Financial Officer from 1988-2006.

Email:  jcurtiss@comcast.net

Since 2003, Patrick Oakes has served as senior vice president and treasurer of Sterling Bank.  He joined Sterling in 2001 as vice president and assistant treasurer.  His responsibilities as treasurer include managing the bank’s investment portfolio, wholesale funding & liquidity, interest rate risk management, and capital management.  Prior to joining Sterling, Mr. Oakes was a vice president and fixed income trader with Southwest Bank of Texas.  His previous experience also includes Paine Webber and Lehman Brothers.  Mr. Oakes is a CFA charterholder and presently serves on the board of the CFA Society of Houston.  He received a BS degree from Texas A&M University and an MBA from Richmond College in London.  

Email: patoakes@hotmail.com