The Waveland Team possesses vast domain expertise in corporate finance and selected vertical markets. Collectively, Waveland operates in a spirit of true partnership with its clients and brokers, based on transparency, communication and commitment to responsible growth.
Michael J. Greer
President and Chief Executive Officer
Michael Greer is Chief Executive Officer of Waveland Energy Partners LLC. Founded in 2000, Waveland operates with its E&P company partners (each of which is, or has been, backed by multi-billion dollar private equity funds) in the Williston Basin in North Dakota, the San Juan Basin in New Mexico, the Permian Basin in West Texas and the Anadarko Basin in Oklahoma. Mr. Greer has over 40 years of experience in the financial services industry and his experience in the oil and gas industry dates back to 1987. Mr. Greer founded Energy Partners, Inc. in 1989 to co-venture natural gas exploration and production projects in California’s Sacramento Basin with Benton Oil and Gas Company, which at the time was a NASDAQ-listed exploration and production company. Benton acquired Energy Partners a year
later and it became a wholly-owned subsidiary. Through Mr. Greer’s efforts, Benton expanded its operations to include major projects in South Louisiana with Texaco. Benton thereafter expanded its operations into Venezuela. Mr. Greer is a licensed General Securities Principal and serves as CEO of Waveland Capital Partners LLC, a FINRA-licensed broker dealer.
Vickie J. Greer
Chief Operating Officer
Vickie Greer has over two decades of experience in operations, administration, legal services, investor relations and broker-dealer relations, and commercial banking. Since co-founding Waveland, Vickie has established a comprehensive platform to process investments, facilitate broker and investor relations and, in coordination with legal counsel, comply with corporate and securities law. Prior to her involvement in the financial industry, Vickie spent many years as a paralegal with law firms in both Irvine, California and El Paso, Texas.
Executive Vice President
Mr. Irvani has over 20 years of private equity, investment banking and corporate finance experience. Prior to joining Waveland, Sam held the position of Manager, Revenue Finance and M&A at Western Digital Corporation (NYSE: WDC) where he supported a $2.5B product group as finance manager, as well as being involved in the firm’s strategic corporate development initiatives including multinational acquisition targets. Before Western Digital, Sam served as Vice President at Citigroup Global Markets where he provided M&A and corporate finance advisory services to middle market clients up to $500M in enterprise value. Sam’s finance career began at Ford Motor Company and the Bank of Montreal in treasury and financial analysis functions. He received a BS in mathematics and physics from the University of Toronto and an MBA in finance from McMaster University in Canada. In addition, he holds FINRA Series 7, 27, 28, 79 and 63 registrations, and has also served as director on the boards of numerous Waveland investments.
Chief Financial Officer
Mr. Dinh is a Certified Public Accountant with over 20 years of experience in finance across various industries, including oil and gas, manufacturing and distribution. Prior to joining Waveland, from 2006 to 2007, Mr. Dinh served as Chief Financial Officer for Cabinetec, Inc., a leading cabinet manufacturing company. From 1999 to 2005, Mr. Dinh served as Controller of U.S. Filter Recovery Services, a Siemens Company, manufacturer and distributor of wastewater filtering systems. Prior to that, from 1996 to 1999, Mr. Dinh served as Assistant Controller for Grant Geophysical, a $150M oil services corporation. Before Grant Geophysical, from 1993 to 1996, Mr. Dinh was the Financial Reporting Supervisor at Air Liquide of America, a multibillion dollar international company. Prior to that, from 1990 to 1993, Mr. Dinh served as Accounting Manager for Kenfil Distribution, a $200M publicly-traded consumer software distributing company. Mr. Dinh began his career in 1989 as an auditor at Arthur Young & Co (Big 8 accounting firm). Mr. Dinh’s core expertise includes optimizing cash flow, improving profit, building processes and infrastructure to facilitate growth, managing operations and financial planning. Mr. Dinh earned his Bachelor’s Degree in Accounting from the University of Texas.
Chief Compliance Officer
Trisha has over 23 years’ experience in the financial services industry predominately focusing on broker-dealer and investment adviser compliance requirements. Prior to joining Waveland, for three years Trisha held the position of Chief Compliance Officer at a Dallas-based broker-dealer, and from 2012 to 2017 was the Risk Officer for Credit Suisse Private Bank in Houston, Texas. In these roles, Trisha was responsible for the development and implementation of the compliance program and regulatory regime to comply with federal, state and FINRA regulations, including written supervisory procedures, manuals and processes, business continuity and continuing education programs. Trisha also conducted compliance audits of the firms’ independent registered representatives, sponsored process simplification and effectiveness, developed and administered staff compliance training, and enhanced firm-wide compliance programs across all areas. Trisha holds the series 7, 24, 63, 65, 9, 10 and 3 industry licenses.
Douglas J. Jacobson
Prior to joining Waveland, Mr. Jacobson, served as CO-CEO of Primary Natural Resources IV, LLC and CEO of Whisper Rock Resources, LLC. Prior to serving with those two private E&P companies, Mr. Jacobson served 16 years with Chesapeake Energy Corporation, before retiring in July 2015. His position at Chesapeake upon retirement was Executive Vice President – Acquisitions & Divestitures. During Doug’s career at Chesapeake, he negotiated and/or managed the consummation of over 8,500 acquisition and divestiture transactions exceeding $70 billion in value in the aggregate. Prior to joining Chesapeake, Doug was employed by Samson Investment Company. He was serving as Senior Vice President, Project Development and Marketing at the time of his departure from Samson and in that capacity, he managed Samson’s acquisition and divestiture efforts. Prior to joining Samson, Doug was employed as an auditor with Peat, Marwick, Mitchell & Co. He has served on various Oklahoma legislative commissions, including the Commission of Oil and Gas Production Practices and the Natural Gas Policy Commission. He is a certified public accountant and graduated from John Brown University with a B.S.B.A. and from the University of Arkansas with a M.S.A.
David B. Roberts
Mr. Roberts has served as Engineering Advisor to Waveland since July 2014. Waveland utilizes the expertise of Mr. Roberts to support Waveland’s economic analysis and technical evaluation of prospective investment projects. Mr. Roberts has over 36 years of experience in the oil and gas industry, serving in various engineering and engineering management positions. Dave is also currently working as a Reservoir Engineering Consultant to Warren American Oil Co. based in Tulsa, Oklahoma. Some of Mr. Roberts’ prior work experience includes employment as Senior Vice President of Engineering for Nadel & Gussman; Senior Reservoir Engineer for Vintage Petroleum; and Production Engineering Manager at Apache Corporation. Mr. Roberts received a B.S. Degree in Petroleum Engineering from Oklahoma State University in 1980.
John Naslund, CFP®, CLU
Senior Vice President, National Sales Director
John Naslund began his career in the financial services industry in 1975. During his career, John has been retained by several major world-wide financial institutions as a variable product and planning specialist, providing expertise and assistance to national securities firms and representatives servicing highly accredited clientele. John was conferred the designation of CFP® by the College of Financial Planning in Denver. He is a licensed General Securities and Municipal Securities Principal with FINRA. He has been conferred the Chartered Life Underwriter designation by the American College in Bryn Mawr, Pennsylvania.
Russell W. Young
Senior Vice President
In Memoriam – July 31, 2020
It is with a heavy heart and great sadness to share with you that our friend and partner Russ Young passed away on Friday. Russ was a wonderful person and we will miss him dearly. Our thoughts and prayers go out to his wife Rose and to his family during this difficult time. Given the current COVID environment, a service is not planned.
We recognize that many of you were not only his friend, but also his client. If you have any questions concerning your account, John Naslund at extension 203, or any member of our operation’s team, is available to help you.
Russell Young has over 29 years of experience in financial, estate and tax planning, and real estate and securities transaction structuring. Prior to joining Waveland, Russ was an independent registered representative focused on asset management for high-net worth individuals. Before establishing his career in financial services, he served as the Director of Transfusion Services at the Maryland Institute of Emergency Medicine before entering the private sector as a specialist in medical equipment sales. He is a licensed Registered Representative with FINRA. Russ holds a MS equivalent in Immunohematology from Johns Hopkins University School of Medicine, and a BA in Biological Sciences with a concentration in Molecular Biology and Biochemistry from the University of Maryland.
Jamie Harmon, CFP®
Senior Vice President, East Region
Jamie Harmon is Senior Vice President, East Region. Jamie heads up our sales efforts in the eastern United States. Jamie is an accomplished financial wholesaler with a very successful track record and has over 18 years experience in the oil and gas industry. Jamie graduated from the Isenberg School of Management, University of Massachusetts Amherst. He began his professional career working within the Independent Broker Dealer universe where he earned his CFP® mark. His previous experiences enable him to relate to financial professionals to develop and deploy solutions that work in the real world. Jamie is located in our East Coast office outside of Boston.
Craig H. von Peters
Craig is responsible for managing relationships in the western region. Having begun his career over 25 years ago with Lehman Brothers, Craig has been involved in all facets of wealth management and institutional private capital markets. Before establishing his career in private equity, he spent 10 years advising institutional investors in the Middle East and Europe in alternative investments. Craig is integrally involved with strategy, platform development, acquisitions, and most importantly, building and managing relationships. Prior to rejoining Waveland in 2016, he spent 7 years with an institutional money management firm and with Keystone National Group, a private markets credit investment firm managing investments for family offices and wealth managers. Earlier in his career, he was a founding member of VentureRound Group, a New York-based, boutique investment bank, where he managed relationships with over 200 private equity funds and corporate development groups. Before VentureRound, as Managing Director, Craig spearheaded product development in the alternative investment group of MFR Capital Partners LLC, an affiliate of Maria Fiorini Ramirez global consulting, a leading macro-economic advisory firm.