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Bond Revenue Finance and Port Authority Management
Steve’s Environmental Career began in the government regulatory sector as the Engineering Inspector for the first of its kind Wellfield Protection Ordinance in South Florida. Steve advanced to private consulting helping to create a new Environmental Division for a large transportation, planning and engineering company. His role expanded into project development feasibility integrating geotechnical, traffic, transportation, civil, structural and construction management and inspection services.
Steve is the Founder and Senior Managing Partner for Vyridian Group, LLC. Vyridian is a consulting group of well known professionals and technology providers integrating technologies and solutions for the five main areas of sustainable development, Water, Waste, Power, Food and Jobs.
Steve founded his own professional engineering and environmental consulting company which specialized in hazardous waste transportation and disposal, emergency response, OSHA 40 hour training and certification, contamination assessment, remedial action, fuel storage tank removal and replacement, advanced wastewater treatment, environmental audits, contaminated real estate development, waste minimization and pollution prevention. His company successfully went public raising over 21 million dollars through and IPO and expanded into solid waste management and landfill construction and operation.
Steve later partnered with a new technology provider and angel investor to start a manufacturing and contracting company specializing in converting existing single wall storage tanks into double walled continuously monitored pollution prevention systems. His clients included the US Military, Major Oil Companies, large municipalities and private petroleum distribution chains. Steve also worked jointly with Shell Oil Company to engineer, develop, test and receive government approval for a dual floor system designed for large bulk fuel storage tanks at facilities such a s Port Everglades, Florida.
After being involved in the largest ecosystem restoration project ever undertaken with America’s Everglades, Steve began receiving requests from manufacturers of “green’ products, services and technologies to help introduce their products to municipalities and large developers whom with Steve had established relationships. Vyridian Group was formed when Developers and Municipalities began requesting due diligence and technical review of green product solicitations. After reviewing hundreds of products and companies, Vyridian began integrating the best technologies which also had adequate capital and management expertise into sustainable development initiatives.
Some of Vyridian Group’s projects are as follows:
- Implementing hazardous heavy metal waste technology in marine and waterway environments, coal fired power plants and Brownfield redevelopments.
- Creating Sustainable Development Districts in multiple states to provide jobs and green technologies at reduced costs.
- Development of a FEMA Disaster Response Network for providing reliable, low cost potable water.
- Providing Project Development services under the United Nations Clean Development Mechanism for securing Carbon Credit revenues on international projects
- Providing Project Development services under the US Voluntary Carbon Markets to secure revenue streams.
- Developing Biofuel agricultural and refining projects to deliver alternative fuel solutions.
- Designing and securing feedstock and power purchase agreements for anaerobic and aerobic digester projects.
- Identifying and developing alternative energy projects with wind, solar and biomass technologies.
Stephen D. Holmes
Sustainable Energies
Senior Partner
Vyridian Group, LLC
Jerry J. Arkebauer is president of Arkebauer & Associates, LLC, a business and public sector consulting firm he established in 2007 after a 19 year career with the Toledo-Lucas County Port Authority and 17 years with Owens-Illinois, Inc., a Fortune 100 manufacturing company. Advisor to (GRI) Great River International Ltd on Port Authorities and bonding for project development inside the Authorities.
Mr. Arkebauer served as Vice President of Finance for the Toledo-Lucas County Port Authority from 1997 to 2006 where he was responsible for finance and accounting, and for administering the Port Authority’s Northwest Ohio Bond Fund Program and other bond issues, the U.S. Small Business Administration 504 Loan Program and the Ohio Department of Development 166 Regional Loan Programs. The four financing programs were major ingredients in more than $1.7 billion in capital projects which helped create and retain nearly 15,000 jobs.
He led the Port Authority efforts in retaining Owens-Corning with 1,000 jobs and HCR Manor Care with 800 jobs in downtown Toledo and the Dana Technology Center in Maum
ee with 500 jobs. The Port Authority financed the $161 million projects, owns the three facilities and leases them to the corporations.
He also helped provide Port Authority financing for the Crocker Park mixed use development in Westlake, Ohio. The Port Authority issued $162 million in bonds to finance construction of public infrastructure including four parking structures and the retail, office and apartment space. When all phases of Crocker Park are completed, more than 2,200 persons are expected to be employed within the development.
Through consulting contracts, Mr. Arkebauer serves as a consultant to the Blanchard Valley Port Authority, with offices in Findlay, Ohio; the Regional Port Authority of Northwest Ohio, with offices in Defiance, Ohio; the Sandusky County – Seneca County Port Authority with offices in Tiffin, Ohio; and the Port Authority of Springfield, Ohio. He also is completing an environmental remediation of a Toledo Port Authority facility formerly owned by the federal government. The clean-up is financed through a $2,450,000 grant administered by the Office of Economic Adjustment of the Department of Defense. The facility is leased to Teledyne Technologies where the company has produced small turbine engines for various U. S. Navy missiles. Beginning in 2010, Mr. Arkebauer will be a course advisor for revenue bond financing courses to be presented by the Council of Development Finance Agencies, a national association dedicated to the advancement of development finance concerns and interests.
Prior to his joining the Toledo Port Authority in 1987 as Deputy Director of Economic Development, Mr. Arkebauer was affiliated with Owens-Illinois. From 1969 through 1987 he held a variety of divisional and corporate communication positions, including assistant director of O-I’s Public Information Department. He has also been a Toledo radio and television news reporter for seven years, and president of the Northwest Ohio Chapter of the Public Relations Society of America in 1978-79. He also earned Accredited in Public Relations status from PRSA.
A life-long Toledo area resident, Mr. Arkebauer received a Bachelor of Arts degree from the University of Toledo. He is the administrator of the Northwest Ohio Regional Economic Development Association (NORED) which represents economic development professionals in 12 Northwest Ohio counties, and a member of International Council for Economic Development, Council of Development Finance Agencies, and the Ohio Economic Development Association.
Mr. Arkebauer has been a lector for more than 30 years at St. Joseph Catholic Church in Sylvania, where he also is a Eucharistic Minister and former member of the Parish Council. He was a member of the 1958-59 boys’ basketball team at Toledo Central Catholic High
School which was the school’s first undefeated team capturing the City League with a record of 18-0. In 2006, the team was inducted into Central’s Athletic Hall of Fame.
He and his wife, Janice who is an elementary school educator for Toledo Public Schools, have two children: Matt, a third year medical student at the Philadelphia College of Osteopathic Medicine; and Christa, who earned a master of biomedical science degree, also at PCOM. The Arkebauers reside in Sylvania, Ohio.
Jerry Arkebauer
Bond Revenue Financing
Arkebauer & Associates
Military Facilities and Real Estate Planning
Railway Operations and Management
Port District Planner - Architect - Author - Educator
International Business Development
Sustainable Energies and Development Solutions
Maritime Operations and International Shipping
Ms. Baxter had over three decades of experience in the conversion of former military / government facilities into civilian/commercial use. These projects have involved more than 15 bases. In addition, she has identified market-driven reuse at other surplus sites; and has defined development programs for private and public sector clients.
She was the managing partner for all the work that the firm has done as part of the Department of Veteran Affairs Enhance Use Lease consulting. As well, she has been involved in a number of economic development projects which provide the needed expertise for base adaptive reuse planning. Listed below are a number of the more relevant assignments of this type that she has directed:
• New Orleans Federal City / NSA Strategy. A preliminary program to provide the Navy a revised facilities plan to update the space in New Orleans from both a use and security perspective with Homeland Security offices, and the redevelopment of surplus property.
• Ogden Army Depot. Reuse plan market and economics, implementation, and financial forecast, business and operations plans, EDC application.
• Brooks AFB / Citybase. A strategic plan and impact analysis for the conversion of an active military base into part of the San Antonio, with the City becoming the landowner and economic development entity. The AF would be a tenant so that infrastructure and operating costs would be minimized and the base’s financial position would be stronger.
• Naval Undersea Warfare Center, New London, CT. Reuse plan, market/economic analysis, implementation, business targeting, implementation, interim leases and business plan.
• Savanna Army Depot. Reuse plan and strategy for a large facility along the Mississippi River that currently has new projects underway adjacent to preserved wildlife area.
• Jefferson Proving Ground. A reuse plan for the cantonment area of a 50,000-acre base that was contaminated with over a million pieces of unexploded ordnance.
• Naval Air Warfare Center, Pennsylvania. Reuse plan, market and economics, financial and business plans, implementation, marketing and video materials.
• Weymouth Naval Air Station. Preliminary business plan, financial / economic impacts.
• Fort Sheridan, Illinois. The initial closure study for this Army base was prepared in 1979 to 1980 with an economic development focus for a county which was then suffering economic distress. The reuse plan included activity such as speculative office, R&D/business park, institutional, and other facilities such as housing and recreation used to support the overall concept. Because the closure announcement was canceled, Ms. Baxter headed the team in 1991 to develop a current reuse plan.
• Myrtle Beach AFB. This facility is part of the Grand Strand of South Carolina, a major tourist and resort area along the ocean. Our focus is looking at over thirty potential public and private uses including expansion of the existing airport, related business park activity, tourist attractions such as theme park, museum, and related support facilities, and public recreation.
• Umatilla Army Depot. This facility covers over 18,000 acres in northeast Oregon. Ms. Baxter, as economist, evaluated the agrarian-based economy, related manufacturing, regional distribution, and local tourism to develop an economic reuse program for the base. She recommended how the community position itself for implementation and identified the federal property transition legislation governing reuse.
• Loring AFB project manager of a five-member team, Ms. Baxter managed a comprehensive assessment of the base characteristics (utility, environmental, air-side facilities, and structures) as well as the regional economy and developed a reuse plan that builds off the airfield assets for aircraft maintenance activities and the airport for an air cargo link to CIS nations. Other uses - job corp, prison health, tourism, business park, etc., were recommended.
• Fort Polk, Louisiana. Ms. Baxter was part of an economic adjustment team that identified how the communities surrounding this realigned base could rebound from the loss of an Army division and the resulting impacts. We recommended that the region market its industrial assets as well as natural resources and Louisiana ambiance for tourism.
• Hancock Field AFB. This strategic plan was prepared in the mid 1980's; today it has become Hancock Business Park and all of the existing military space has been leased. Users within the facility include incubator businesses as well as established industries. The second phase of the reuse is pending, and will be linked to the expansion of the Syracuse International Airport.
• Canadian Border Radar Bases. Each of these bases was a unique challenge, due to the remote location in rural areas along the Canadian border. The facilities had various amenities which could be leveraged for reuse. A number of unique recommendations were suggested including a sunflower seed processing plant. Sites included Havre, Montana; Opheim, Montana; and Minot, North Dakota.
• Kings Bay Naval Submarine Base. An assessment for the major private property owner in the area which looked at the forecast for military employment and households which would be effected by the development of this facility. The study identified jobs, business development opportunities, and land needs which this owner/developer could capitalize upon.
• Fort Drum, Watertown, New York. An after-the-fact assessment of the Watertown area after over 10,000 military employees were moved in as part of a massive buildup project. The study identified the interrelationship the military buildup had to the community -- all aspects -- including economic development, housing, education, social services, infrastructure, land use, agriculture, etc. This study identified the means by which and the success achieved dealing with each of these impacts.
• Southern Tier, New York. Currently, the manager of a three-county subregion assessment in a large geographic area which has been heavily impacted by cuts in defense spending to contractors. Ms. Baxter is identifying the link of these cuts to the existing business community, evaluating the region in terms of assets and liabilities, and developing a strategy for each of three counties to adapt and revitalize after the defense impacts.
• MX Buildup. A forecast of the economic and housing impacts which were expected as part of the proposed massive MX buildup in Nevada.
Other Key Projects:
• Private Sector Industrial Park Development – Ms. Baxter worked with a number of industrial/business park developments. Private developers have included Koll Company, Link Properties, Upland Industrial, BetaWest, MICO, KPP, a high-rise technology center in Ann Arbor and a Miami International Airport Business Park.
• Voice of America Transmission Site, Cincinnati area – A 600+acre site that housed the radio transmission towers during the cold war. The evaluation defined industrial park, retail, and other related business opportunity.
• Wayne County, Michigan – Development strategy for a 2,000-acre business park adjacent to Detroit International Airport, including demand, absorption and recommended support uses. A second contract forecast R&D / technology tenants to assist in State funding.
• Economic Development Strategies. A number of county-wide or city economic development strategies throughout the country in such areas as Dallas, San Antonio, West Palm Beach, Winston-Salem, Escanaba (Michigan), Cook County (Chicago), De Kalb County, and Georgia.
• Department of Veterans Affairs, Enhance Use Lease Programs. Twelve medical centers around the US that have surplus property, use Baxter to define potential reuse opportunities that would generate revenue for the VA.
Ms. Baxter has been a consultant for 31 years. Prior to joining ERA in 1988, she was a Vice President with Real Estate Research Corporation. She received her B.S. in Economics from UCLA and her Masters from UCLA's School of Business. She has published widely, and has been a featured speaker at the National Association of Installation Developers, discussing with base-closure impact communities approaches to reuse and revitalization.
Mark's maritime career commenced in the ship agency, terminal operating and stevedoring industry sectors; later managing a division of Sea-Land Service operating project cargo vessels and then opened new companies operating foreign flag chartered vessels as well as owning & operating U.S. Flag break-bulk/container vessels.
He is the Founder & Managing Member of Maritime Transport & Logistics Advisors, LLC ("Maritime Advisors"), a consulting group of well known hands-on experienced professionals with diversified maritime transportation, logistics and corporate expertise.
Mark has provided consulting, research, analysis & advisory services to the commercial maritime transportation & logistics industry, as well as to government agencies, Port Authorities and the financial industry; the company has assisted in new company start-ups; business development, feasibility studies; government & labor relations; financial analysis, financial modeling, business plans & logistics advice and is well known nationally for their work in Short Sea Shipping/Marine Highways.
He has been a consultant to the U.S. Maritime Administration's (MARAD) Short Sea Shipping Initiative; Chairman & Founding Member of the Marine Highway's Cooperative (formally SCOOP); active member of the Coastwise Coalition in Washington, D.C.; Associate Member of the American Association of Port Authorities (AAPA); the Gulf of Mexico States Accord (GOMSA); Committee member of the former Marine Transportation System National Advisory Council (MTSNAC) - Intermodal Infrastructure and Capacity committee & Waterways Committee; member of the Florida Maritime Leadership Coalition and a number of other maritime transportation organizations and associations.
Mark is frequently invited to speak at industry conferences and seminars addressing short sea shipping/America's Marine Highways; recently participated in a Congressional Transportation & Infrastructure Committee Short Sea Transport Roundtable held in Washington, D.C. June 18, 2008; In February, 2007, he provided testimony on "The Development of Short Sea Shipping in the U.S." to the Congressional Subcommittee U.S.C.G. and Maritime Transportation, Committee on Transportation and Infrastructure, Washington, D.C. - a hearing that led to inclusion of SST provisions in the Energy Independence and Security Act that was signed by President Bush, December, 2007. He was an invited presenter and participant in the two NSRP Hosts 'Shipbuilding Opportunities in Marine Highways' Workshops. He is co-author of a number of white papers on Short Sea Shipping and technology for ballast water treatment - a paper which was selected for presentation by IMO at a ballast water symposium in London.
His company, "Maritime Advisors" has been featured in the Journal of Commerce, Florida Shipper, Logistics Today, Seaports Press Review, American Journal of Transportation and other industry media being referred to as a "nationally recognized expert in short sea shipping" in the United States
"Maritime Advisors" was recently selected in January 2009 by HNTB to provide maritime expertise for a five (5) year on-call planning project for the NY/NJ Port Authority and was selected in March, 2009 by the Center for the Commercial Deployment of Transportation Technologies (CCDOTT) to develop a National America's Marine Highways R&D Plan. CCDoTT is California State University, Long Beach sponsored, government approved and supported R&D center dealing with maritime-related transportation issues on behalf of both commercial and military interests.
Some of his company's recent projects include - Foreign Case Studies of Ship Designs for the National Shipbuilding Research Program (NSRP); High Speed Vessel short sea financial route modeling and route identification for clients; operational advice for new short sea vessel designs; competitive analysis for new coastal and international services; extensive study for MARAD on Short Sea Shipping in the European Union; developed a unique Short Sea Shipping Probability Decision Tool which was honored by the Transportation Research Board (TRB) for presentation at the TRB's 2006 Annual Meeting - "Meet the Author's Session" in Washington, D.C.; produced a Short Sea Shipping Probability study for Port Canaveral; and a panelist addressing Short Sea Shipping at the TRB's 2008 Annual Summer Conference.
Public Finance Management
Cheryl Baxter
Military Facilities and
Real Estate Planning
AECOM, Inc.
Senior V.P.
Chicago, Illinois
Steve Bracken has nearly forty years experience in the railroad industry having begun his career in 1967 within a clerical position of the Illinois Central Railroad (IC) and retiring
in 2006. He began his career sorting and placing U.S. Mail bags on passenger train mail cars and worked his way up through the ranks of the company.
Steve worked within the IC including positions conducting caboose supplying and yard checks. Through logging and documenting railcars, Steve was responsible for ensuring the accurate records reflecting which cars were in the yard and in what order they were linked. Later, Steve advanced to a position that ensured that yard checks matched their waybills and that their movement information and car sorting lists were accurate prior to the Switchmen properly rearranging cars into trains. During this time he acquired knowledge of systems from teletype through 1050 card processors into
DOS-based computer systems, and developed a well-rounded knowledge of the overall management of information, positioning him for further advancement.
In 1985, the Illinois Central spun off its Iowa Division into the Chicago Central and Pacific. Steve remained with the Chicago Central in Waterloo, Iowa where he was a key member of the team which built the Car Accounting Department before rising to the positions of Manager of Car Accounting, Manager of Equipment Utilization, and Director of the Operating Information Systems.
In 1995, when the Chicago Central was acquired by the Illinois Central Gulf Railroad (ICG), Steve chose to remain in Waterloo with his family, rather than relocating to Chicago. Steve became Crew Dispatcher, and soon became the Chief Crew Dispatcher for the Iowa Division of the ICG. After helping facilitate the Crew Dispatching function’s move to Chicago, Steve worked Demurrage and Detention, Billing, and Car Distribution as a Transportation Assistant in Waterloo. After the completion of consolidation of these operational functions into the Chicago offices, Steve retired in 2006.
During his career, he also became a member of the board of the Illinois Central Credit Union, advancing to Chairman of the Board, President of the Blackhawk Chapter of Iowa Credit Unions, and Vice President of the National Association of Railroad Credit Unions.
Steve is presently the Chairman of the Board of the Chicago Central & Commerce Credit Union.
Steve attended the State College of Iowa and the University of Northern Iowa. He now resides in East Dubuque, Illinois.
Peter Brown
Architect - Author Educator
Peter Brown has twenty five years of project design experience, academic knowledge, and research and writing in the business world, the public sector and the academic arena.
Peter is a Senior Associate for Nelson, Tietz & Hoye in Minneapolis, Minnesota. He is responsible for representing the interests of corporate, non-profit, and institutional clients and providing project management leadership throughout all phases of site search and selection, feasibility analysis, and programming, design and construction for new buildings, renovations and additions, and interior fit-out projects.
Prior to this, Peter was a Senior Project Manager at the Alatus Partners, in Minneapolis. His leadership role in this newly established real estate firm was to develop large-scale multi-family residential and mixed-use projects on urban sites. Peter was responsible for managing all aspects of the land acquisition, entitlement, design, construction, marketing, and sales process for The Penfield, a $170 million, 33-story, 313-unit condominium tower planned for Saint Paul, MN.
Peter has also served as the Development Project Manager for RMF Group in Minneapolis. He led the design and construction process for three residential development projects with a combined value of approximately $75 million.
At the City of Philadelphia, Pennsylvania, 1996 - 2000, Peter served in the Capital Program Office where he played a leadership role assisting in the start-up, organization, and management of a new city department of over 100 staff. As one of four Project Developers, he directed a project team of 12-18 architects, engineers, and construction inspectors in the management of over 100 municipal projects and 500 design and construction contracts worth over $200 million. His team served over a dozen city departments with new and improved facilities and eliminated a backlog of nearly 70 capital projects.
Mr. Brown has twelve years experience practicing architecture, including project leadership through planning, programming, design, and construction on project types ranging from single-family residential and assisted living facilities to corporate offices and entire R&D campuses. He served as Project Manager, Project Architect, Programmer, Interior Designer, and Designer with Ewing Cole, Kling, and Samuel Crothers Associates in Philadelphia, PA.
In the academic world, Peter Brown currently teaches Private Sector Real Estate Development at the University of Minnesota’s Hubert H. Humphrey Institute of Public Affairs. He has also taught Urban Design at the University of Minnesota and Site Planning and the History of City and Regional Planning and Urban Design at the University of Pennsylvania.
Peter Brown Hendee is also a published author:
•America’s Waterfront Revival: Port Authorities and Urban Redevelopment, book, Philadelphia, PA: University of Pennsylvania Press, 2008.
America’s Waterfront Revival: Port Authorities and Urban Redevelopment, book, Philadelphia, PA: University of Pennsylvania Press, 2008.•“Ports and Waterfronts” (with Peter V. Hall), chapter in Infrastructure Planning and
“Ports and Waterfronts” (with Peter V. Hall), chapter in Infrastructure Planning andFinance: A Guide for Local Officials, Vicki Elmer and Adam Liegland, eds. Point
Arena, CA: Solano Press (forthcoming).
Peter received a Bachelor of Architecture Degree in 1985 from Cornell University. Later he attended the University of Pennsylvania are earned a Doctor of Philosophy in City and Regional Planning, May 2004 - Master of Arts (M.A.) in City and Regional Planning, May 2003 - Master of Governmental Administration (M.G.A.), May 1999.
Peter lives in the Twin Cities with his wife and family.
Alix Douyon
International Business Development
Alix is educated in the United States and has a solid background in sales and marketing. A graduate of Northwestern University, his work has helped him to develop and maintain tremendous contacts and earned the respect at the highest level of Haiti’s, the Caribbean, and India’s social, government and Businesses circles.
Alix Douyon is co-founder and Vice-President of African Trade Center.net, a virtual B2B and E commerce center. On many occasions, Alex has worked with African-American businesses to explore Haiti, the Caribbean, South Africa, China and India for economic opportunities.
Alix has consulted both businesses and government ministries and has shared his expertise through lectures and conferences about the emerging markets in Haiti, the Caribbean, South Korea, Japan, China, India and South Africa.
Alix is also president of ADA Group International Inc., which has developed a well-coordinated trade promotion and information network over the last 15 years. ADA’s major functions include: information service, market research, market development, exhibitions, promotion design, and trade education and convention service. In particular, the ADA Group has provided:
• Information on the social, political and economic life of Haiti, the Caribbean and South Africa.
• Advice on the Fiscal Incentives Legislation and assistance in preparing applications for benefits
under the legislation of CBI and Caricom.
• Technical advice and Incentives and Benefits on Free Trade Zone
• Assistance in coordinating joint Venture efforts between local and overseas interests.
• Liaisons between investor and appropriate government ministries.
• Consultation to the investor in his initial negotiations with private sector organizations
• Assistance in the speedy recruitment, training of staff and all permits applications process.
Alix has also successfully assisted or represented many companies in their Bid for Contract or establishing their business in Haiti, such as:
1. Great Lake Dredge and Dock a builder of Bridges and Docks worldwide
2. Anixter Inc.a cabling network and equipments solution
3. Amtech System S.A., a hotel communication System Provider License by Amtech System
Inc.a Telecom Products Distributor for International Market.
4. Direct Hit Amusement, a South African Gaming Company doing Business in Tanzania and Haiti.
5. Atlantic Telecommunication Network Haiti (ATN-Haiti) a provider of pager and holder of a national
wireless license, serve as board member and partner
6. Haiti National Shipping Corporation S.A., a maritime flag designate carrier of Haiti
(Developing Stage)
7. Haiti Development Corporation, a reseller of Anixter Corporation , Black Box products ,and a
wide range of Electrical products ( current President)
8. General Data Corporation S.A., a data solution provider and maker of Photo Identification card
with network capabilities with smart chips.
9. Transnet S.A. an ATN-Haiti companies and an Internet Service provider, Past vice president and
Owner Board member.
10. Chicago State University, sister relation for Scholarship and Academic Exchange.
11. University of Illinois, coordinator and representing WISHH Pilot Project in Haiti (Initiative Mondial
du Soya dans la Sante Humaine)(World Initiative for Soy in Human Health
12. Current member of the Illinois Trade Office, representing the Association of Illinois soy
producers.
13. Securities International limited an Australian Company operates as an Investment Bank offering
Financial and Investment Banking services to the Corporate, Government and Private sectors:
Latin America and the Caribbean Representative.
Steve Braken
Railroad Operations Specialist
David Jackman brings over twenty years of underwriting and bond administration experience in public finance to The Bank of New York Mellon, Global Corporate Trust. David is responsible for the development of bond and asset administration relationships in the four-corner region of Utah, Arizona, Colorado and New Mexico. David is an industry veteran who brings over twenty years of public finance experience to BNY Mellon. His experience is in the underwriting of state and local government issues on either a direct purchase-private placement, or, public sale basis, as well as in qualified private activity bond structures. In particular, David has experience in the underwriting of industrial revenue bonds, 501(C)(3), airport and port authority financings. David has a Bachelors degree from Northern Arizona University in government administration, and a Master of Business Administration degree from the University of Phoenix.
In its 225 years of operation, The Bank of New York Mellon has become the world’s leading provider of corporate trust and agency services. With broad experience in the global debt and securities markets, we have a deep understanding of both opportunities facing participants in the world’s financial markets, and are actively engaged in supporting the U.S. Government with its financial stimulus program. Ranked among the largest and strongest financial institutions in the United States, BNY Mellon has the highest credit rating among U.S. financial institutions of Aa2 by Moody’s, and the second highest rating of AA- by Standard & Poor’s.
BNY Mellon Awards:
•2009 Member of Global Financial’s “World’s 50 Safest Banks”
2009 Member of Global Financial’s “World’s 50 Safest Banks”•Thru 3rd Quarter 2009, Thomson’s ranks BNY Mellon as top Trustee.
Thru 3rd Quarter 2009, Thomson’s ranks BNY Mellon as top Trustee.•2009 Ranked #1, World’s Most Admired Companies” list; Fortune Magazine Super regional
2009 Ranked #1, World’s Most Admired Companies” list; Fortune Magazine Super regionalU.S Banks category
•2008 Trustee of the Year; Institutional Investors Total Securitization Awards
2008 Trustee of the Year; Institutional Investors Total Securitization Awards•2008 ISR Magazine Trustee of the Year Award
2008 ISR Magazine Trustee of the Year AwardDavid Jackman
Public Finance Management
Mark Yonge
Maritime Operations and International Shipping
Senior Supply Executive
Ed O'Rourke
Senior Supply Executive
Ed O’Rourke has more than 20 years of leadership experience helping develop supply strategies for leading organizations in the lodging, grocery and foodservice channels. He has additional experience in creating ground up enterprise wide procurement functions for companies like Westin Hotels, Andersen Consulting (Accenture) and has supported both domestic and international business operations throughout his career.
From 1989 to 1994, Ed ran the regional procurement office in London for Marriott International where he developed supply and distribution strategies to support Hotels and Inflite Catering facilities throughout Europe and the Middle East. This included developing supply sources for the first western joint venture hotel opened in the eastern bloc. Ed developed a regular container replenishment program into countries like Jordan, Egypt, Poland and St. Thomas to ensure high quality U.S. products could be distributed into host country locations. Ed managed currency risks and fluctuations through innovative hedging and indexing techniques that helped reduce cost of goods. As Vice President of Supply Chain for HMSHost from 2000 to 2006, Ed developed strategic sourcing strategies that combined the purchasing leverage of the group procurement organization (GPO) model along with branded partner systems including Starbucks, YUM, Brinker, Burger King and others. He also led a cross functional standards team to optimize product integration activities for the company.
At CertiClear, LLC a Bethesda, MD based Startup Company; Ed is helping bring innovative fraud prevention technology tools and solutions to federal, state and local government to support the demand for increased visibility and transparency of the use of taxpayer dollars. This includes technology to help recipients of the Stimulus Act to report to Recovery.Gov.
Throughout his career, Ed has had an exceptional track record of business improvement which is based on his philosophy of total enterprise engagement. Ed believes in harnessing innovative applications and approaches to proactively create a desired outcome. He is a resourceful, articulate problem solver known for his ability to lead change and leave behind a positive legacy of achievement.
Ed received his BA from Purdue University in 1985 and is a member of the Institute of Supply Management. Ed is active in his community and with his children’s activities in the Washington D.C. area where he currently resides.
