Executive Profile
David is the Founder and Managing Partner of Opportune LLP. David has over twenty-five years of business experience, including six years as a partner with Deloitte & Touche and six years as an industry senior executive. David has served on the boards of directors of several entities, including ERCOT, and currently serves on the board of Genesis Energy, Inc. David is active in several civic and professional organizations, including the AICPA and the IPAA.
Executive Profile
John is the Partner in charge of the Corporate Finance Group of Opportune. With twenty-six years of business experience, including nine years as a senior executive in industry, John manages the Corporate Finance Group with specialized services focused in the areas of mergers and acquisition due diligence and public securities-based transactions. Prior to joining Opportune, John was CEO of The Dorato Group, a transactional service firm focused on providing M&A related due diligence and strategic consulting to assist in capital sourcing. John is a certified public accountant in Texas and a member of the American Institute of Certified Public Accountants and IPAA.
Executive Profile
Josh is the Partner in charge of the Financial Reporting Group of Opportune. Josh has ten years of experience in providing clients with technical accounting, SEC reporting and financial due diligence assistance. Josh’s technical expertise includes energy trading and derivatives, variable interest entities, purchase accounting, stock-based compensation and revenue recognition. Prior to joining Opportune, Josh worked in the audit and global energy markets departments with Deloitte & Touche where he managed the audits of regulated gas and electric utilities, independent power producers and energy trading entities.
John B. Echols
John is a Managing Director in the Corporate Finance Group of Opportune. John has twenty-five years of business experience, including six years as a senior executive in the energy industry. Prior to joining Opportune, John was a partner with Arthur Andersen’s energy audit practice serving E&P, Refining and Trading entities. John left Arthur Andersen to become Chief of Staff of Enron’s Wholesale & Trading division.
Don Jefferis
Don is a Managing Director in the Energy Supply and Trading Group of Opportune. Don has over twenty years of experience, including twelve years as a senior manager and co-founder of Arthur Andersen’s Energy Risk Management Practice where he served numerous clients in the energy and utilities industries. Prior to joining Opportune Don was chief information officer for one of the top energy trading and marketing companies in North America, he has also held a variety of senior management positions in software and consulting firms serving the energy, investment banking and hedge fund industries.
Marty Makulski
Marty is a Managing Director in the Energy Supply and Trading Group of Opportune. Marty has thirteen years of experience in providing clients with energy trading and risk management, packaged software implementation, risk policy organization, trading and risk processes and business process automation. Prior to joining Opportune, Marty worked in the energy consulting trading & risk systems practice at Sirius Solutions and Accenture.