Managing Director, Trefethen Advisors, LLC (Jan 2021–Present, Houston, TX)‍

• Led M&A, divestments, and financing for downstream energy and convenience store transactions.
• Spearheaded negotiations and deal structuring, driving successful transaction completions.
• Oversaw new convenience store acquisitions and optimization.

Advisory Board Member, Alta Convenience Stores (Jan 2021–Dec 2024, Denver, CO)

• Provided strategic guidance on M&A, divestments, and expansion for a regional convenience store chain.

Board of Directors, NATSO (Jan 2019–Jan 2021)

• Advised on industry trends and strategies impacting convenience stores and downstream energy.

Managing Director, Corporate Business Development, Phillips 66 (May 2012–Jan 2021, Houston, TX)

• Led $5B+ in M&A, divestments, and financing for marketing, retail, refining, midstream, and lubricants, closing high-value transactions.
• Negotiated complex deals across domestic and international markets, enhancing portfolio profitability.

Advisory Board Member, United Pacific (Dec 2019–Nov 2020)

• Supported M&A and strategic growth initiatives for convenience store operations.

Manager of Business Development Global, ConocoPhillips (Dec 2003–May 2012)

• Led $5B+ in M&A, divestments, and financing for refining, marketing, midstream, and chemicals globally.
• Negotiated and closed deals to strengthen downstream and commercial operations.

Vice President, Real Estate, Development & Facilities, Circle K Stores Inc. (Apr 1997–Dec 2003, Phoenix, AZ)

• Managed M&A, divestitures, and new store development for 6,000 convenience stores, leading 485 employees.
• Oversaw financing, real estate, and capital budgets, driving franchise growth and operational efficiency.

General Manager, Development and Facilities, Unocal – 76 Products Company (Dec 1995–Mar 1997, Los Angeles, CA)

• Led M&A, divestitures, and real estate for downstream operations, managing 290 employees.
• Integrated departments during Unocal’s upstream-downstream split, developing new convenience stores.

Various Roles, Unocal (Dec 1982–Dec 1994, CA)

• ‍Manager of Engineering, Construction, Maintenance, Environmental Remediation & HSE (1993–1994): Managed $250M in projects, developed 128 convenience stores.‍
• Manager of Retail Formats (1988–1993): Led 80 employees in developing FastBreak Convenience Stores and other retail formats.‍
• Retail Business Manager (1986–1988): Oversaw 400 convenience stores, focusing on merchandising and operations.
• ‍Manager of Commercial (1984–1986): Managed refinery commercial sales.‍
• Retail Merchandising Manager, Retail Manager, Land Manager (1982–1984): Supported Upstream real estate operations.

Key Skills: M&A, divestments, financing, negotiations, convenience store development, downstream energy strategy

Education:

• Bachelor of Science Business Administration, California State University Sacramento
• Master of Business Administration, St. Mary’s College of California