Project Manager Management

Thomas D. Ellis, CFM, PL

**** ****** **.

Charleston, WV 25314 304-***-**** Mobile

*******@*****.***

Petroleum Landman

Certified Financial Manager

Realtor

Utilizing Outstanding Analytical, Negotiation, Organizational and Leadership Skills

Over 40 years experience in Real Estate and Land management, Financial Management and Retail with twelve years Wealth

Management experience and more than 30 years in senior management positions. Possess excellent presentation, verbal and

written communication, interpersonal, technology and organizational skills.

CORE STRENGTHS

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Tactical negotiation skills and analysis Eight years Oil and Gas experience

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Mineral Title Abstracting and Curative Knowledge of acreage trades, JOA agreements

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Leasing and Right of Way Member IRWA, pending AAPL

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Surface and Crop Damage Assessment Due Diligence

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Water Testing and Research Project analysis and management

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Project map building ESRI ArcGIS Team Player

PROFESSIONAL EXPERIENCE

ENERGY – Petroleum Landman

MTA, LLC, Managing Member (2010 Present)

• Extensive Mineral Title Research, Curative and Leasing, Right of Way Negotiation, Project Building GIS

maps. Identifying parcel ownership and drinking water locations, and contact information via the ESRI

ArcGIS software package. Surface Damages, Trouble Calls. Highly proficient with Net Deed Plotter and

Microsoft Streets and Trips 2013, and the entire Microsoft Office Suite.

• Project Manager, Contractor and Agent for XTO Energy. Project Manager, in addition to Surface Landman

duties, coordinated Pre-Drill drinking Water Well and Spring testing for Butler, Armstrong, Indiana counties

SW PA and Lycoming, Columbia and Clinton counties in NE PA. Additionally, I worked in the field for

XTO’s planned pad sites in Broome and Delaware counties in the southern tier of New York identifying

drinking water sources for via GPS and assisted the Engineering firm in the permitting process, if the

moratorium is lifted. I am available to relocate.

• Baseline Water research, testing and documentation within a 2600' radius of the pad site. Coordinate

drinking water well and spring testing with land owners prior to and after (if necessary) Marcellus wells

being drilled. Interact with land owners to determine locations and conduct photographic documentation

and establish Chain of Custody for independently gathered samples to be tested by an independent third

party lab.

Video and written documentation of Bonded road conditions prior to and after moving equipment to well

access or pipeline construction. Video and written documentation of 911 emergency routes to each pad

site.

Co Member, CFO

SRT Properties, LLC (1975 present)

• Family owned Commercial and Residential real estate holding company.

• Analyze and Negotiate commercial and residential leases, and manage property maintenance.

• Licensed to sell Real Estate in West Virginia.

INVESTMENT ADVISORY

Investment Officer, Financial Adviser, AVP Wealth Management, Private Financial Group (1999 to 2010)

• Highly proficient in the use of NaviPlan and Moneyguide Pro financial planning software platforms, in addition to the

extensive use of Salesforce.com CRM platform.

• Supervise the sales efforts of Licensed Private Bankers covering three branches by coaching, mentoring and training, in

addition to personal production. Exceeded sales goals.

• Perform client Wealth Management profiles; both asset and liability, to determine proper Investment Policy. Asset

Allocation model and structure investment, alternative investment and banking solutions within the guidelines of the

Investment Policy Statement. Partner with Consumer and Commercial colleagues to provide complete banking, treasury

management and investment services to match client’s goals and objectives. Work extensively with Small Business

owners.

• Advanced ERISA and Qualified Retirement Plan training.

• Collaborate with Estate and Trust consultants to produce comprehensive Wealth Management and Investment Policy

plans for high net worth individuals and businesses utilizing a variety of banking, equity, fixed Income, alternative

investments and insurance solutions.

• Prospect using a disciplined organized approach utilizing calling efforts, seminars, referrals and networking.

HOSPITALITY

Country Clubs

Interim Chief Operating Officer

Sedgefield Country Club, 6/1998 1/1999) Greensboro, NC

• Hired on an interim basis to restructure entire Clubhouse management composition and practices to become more

efficient and increase revenue.

• Duties included developing budgets and written job descriptions and holding department managers accountable for

financial performance and member satisfaction. Instituted CMAA performance evaluations and held weekly staff

meetings to discuss financial and member successes and concerns.

• Monthly Board of Directors presentations covering personnel, financials, successes and concerns. Weekly Department

Managers meetings, accountability sessions as needed.

• Reclassed and consolidated the financial statement to more accurately represent operations. Prepared FY98/99 budget

with first quarter results $120,000 ahead of the projected net bottom line due mainly to improved inventory and cost

control. Developed a spreadsheet solution to enhance Board reporting.

• Worked with the Greensboro Jaycees to plan, implement and execute the inaugural NIKE Greensboro Open, a PGA

sanctioned event, netting over $47,500 for Hospice of Greensboro.

Chief Operating Officer/General Manager

Edgewood Country Club (1995 1998) Charleston, WV

• Initially hired as Clubhouse Manager to revitalize Food and Beverage operations and to complete a $4MM renovation,

and was promoted to General Manager within six weeks.

• Overall leadership and management of two Clubhouses, fine and casual dining, banquet operations, 18 hole George

Cobb championship golf course, Squash, Tennis, Fitness Center, Tennis Center, locker facilities and swimming pool.

Weekly Department Managers meetings, accountability sessions as needed.

• Instituted “Hands On” management style and lead our team to make 1997 the most financially successful year to date.

• Monthly Board of Directors presentations covering personnel, financials, successes and concerns.

• Continuously sought technology solutions to streamline internal operations and enhance marketing efforts; desktop

publishing of menus, wine lists, committee reports, etc., saved the Club thousands of dollars in yearly printing costs.

RETAIL

Independent Retail Grocery Stores and Catering

Co Owner, 1975 1995)

Ellis Supermarket, Inc., Market Place Catering and Events

• Managed Accounts Receivable, supervised accounting and data entry and directed the food service operations of the

upscale, high volume independent food retailing and gourmet delicatessen.

• Converted manual accounts receivables to computerized system; improving beginning of the month cash flow,

significantly reduced over 90 day receivables, lowered account maintenance paperwork and reduced labor costs.

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• Introduced computer generated costing and time line checks for event management and catering logistics including, site

preparation, menu development and presentation, loading and staffing.

• Comprehensive experience in sales negotiation, menu development and management of off premise catering and on

site banquets.

EDUCATION AND OTHER TRAINING

Certified Financial Manager, Adjunct program, Kaplan

Business Management Institute I – Kellogg School of Business, Georgia State University, Atlanta, GA

Business Management Institute II Kellogg School of Business, California State Polytechnic University, Pomona, CA

Business Management Institute III Kellogg School of Business, Michigan State University, Lansing, MI

Graduate: Skills of Mineral Law West Virginia University, (Charleston, WV campus)

Graduate of the REALTORS® Institute (GRI) University of Virginia, Charlottesville, VA

Marshall University (1970 1975) Business, Paralegal

LICENSES

WV Real Estate Licensed

Associations

Vice President Board of Directors Mid Atlantic Commercial Research MATRIC

National Association of REALTORS®

WV Association of REALTORS®

Pending member of AAPL

Member IRWA

Contact this candidate