Will Monteleone: Navigating The Investment Landscape

Will Monteleone is the President and Chief Financial Officer of Par Pacific Holdings, Inc. He previously served as the Senior Vice President of Mergers and Acquisitions and Business Development, and as the Chief Executive Officer of the company. Before joining Par Pacific, Monteleone was a Vice President at Sam Zell's Chicago-based private investment firm, Equity Group Investments (EGI). At EGI, he was responsible for evaluating potential new investments and monitoring existing investments, primarily within the energy industry. Monteleone played a key role in Par Pacific's growth through acquisitions and related financings of several companies. He holds a bachelor's degree in economics from Vanderbilt University and has extensive experience in finance, accounting, acquisitions, and strategy.

Will Monteleone's career at Equity Group Investments

Will Monteleone joined Equity Group Investments (EGI) in 2008 and worked there until August 2014, serving in a limited capacity from June 2013. At EGI, Monteleone was responsible for evaluating potential new investments and monitoring existing investments. He was also involved in a range of restructurings and investments primarily within the energy industry.

Prior to joining EGI, Monteleone worked for Banc of America Securities LLC from 2006 to 2008, where he was involved in a variety of debt capital-raising transactions, including leveraged buyouts, corporate-to-corporate acquisitions, and other debt financing activities.

Monteleone holds a bachelor's degree in economics from Vanderbilt University, from which he graduated magna cum laude.

After leaving EGI, Monteleone joined Par Pacific, where he has served in various senior roles, including Senior Vice President of Mergers and Acquisitions and Business Development, Chief Financial Officer, and President and Chief Executive Officer.

Monteleone's role in Par Pacific's growth

William Monteleone has played a significant role in Par Pacific's growth over the years. He has held various leadership positions at Par Pacific since joining the company.

Monteleone began his career with Bank of America and then worked for Equity Group Investments (EGI), a Chicago-based private investment firm founded and led by Sam Zell. At EGI, Monteleone was involved in a range of restructurings and investments primarily within the energy industry. He then joined Par Pacific, where he has served in multiple senior roles, including Senior Vice President of Mergers and Acquisitions, Chief Financial Officer, and President.

As Senior Vice President of Mergers and Acquisitions, Monteleone played a key role in Par Pacific's growth strategy through acquisitions and related financings. He was instrumental in the acquisition of Tesoro's Hawaii operations, Mid-Pac Petroleum, and Wyoming Refining Corporation. Monteleone's expertise in finance and acquisitions has been recognised by Par Pacific's leadership, with CEO William Pate highlighting his "extensive experience and outstanding, proven capabilities" in these areas.

Monteleone's role as Chief Financial Officer further contributed to Par Pacific's growth. He succeeded in developing the company's financial and accounting systems and processes, which were critical in supporting the company's expansion from a small firm to an organisation with over 800 employees.

In addition to his financial expertise, Monteleone's experience in the energy industry has been valuable to Par Pacific. He has served on the Board of Managers for Laramie Energy, LLC, Par Pacific's Colorado-based upstream asset, and previously served on the boards of other energy companies.

Monteleone's contributions to Par Pacific's growth have been recognised by the company, and he continues to play a vital role in shaping the company's future direction and success.

Monteleone's work in evaluating investments

William Monteleone, also known as Will Monteleone, has extensive experience in finance, accounting, acquisitions, and strategy. He has a bachelor's degree in economics from Vanderbilt University, which he graduated from magna cum laude.

Monteleone's ability to identify and evaluate investment opportunities is further demonstrated by his successful track record at Par Pacific. As the Senior Vice President of Mergers and Acquisitions, he has been instrumental in the company's expansion, including the acquisitions of Tesoro's Hawaii operations, Mid-Pac Petroleum, and Wyoming Refining Corporation. His expertise in finance and acquisitions has contributed to Par Pacific's growth from a small firm to an organization with over 800 employees.

In addition to his role at Par Pacific, Monteleone has also served on the boards of several companies, including Wapiti Oil and Gas I, LLC, Wapiti Oil and Gas II, LLC, and Kuwait Energy Company. His experience in investment banking and mergers and acquisitions has been valuable in evaluating potential investments and acquisition targets for these companies.

Overall, Monteleone's work in evaluating investments has been characterized by his strong financial and strategic acumen, as well as his ability to identify and execute successful acquisitions. His contributions have had a significant impact on the growth and success of the companies he has been associated with, particularly in the energy industry.

Monteleone's compensation and net worth

William Monteleone, also known as Will Monteleone, is an American businessman with a diverse career in finance and investments. As of February 18, 2024, his net worth is estimated to be $13.5 million.

Monteleone's career began with Bank of America, after which he joined Sam Zell's Equity Group Investments (EGI), a Chicago-based private investment firm. During his time at EGI, he held the position of Vice President and was involved in restructurings and investments within the energy industry. He also served on the boards of several companies, including Wapiti Oil and Gas I, Wapiti Oil and Gas II, and Kuwait Energy Company.

In terms of compensation, as of 2024, Monteleone earns $1,352,340 as Chief Financial Officer, Senior Vice President, and Director at Par Pacific. He has been with Par Pacific since 2012 and has held various leadership positions within the company. As of February 18, 2024, he owns over 10,048 units of Par Pacific stock worth over $12,187,304, and he has made trades of the stock since 2019. His largest trade was on August 8, 2019, when he exercised 102,539 units worth over $1,550,390.

Monteleone's educational background includes a bachelor's degree in economics from Vanderbilt University, from which he graduated magna cum laude.

Monteleone's career prior to Equity Group Investments

William Monteleone started his career at Bank of America, where he worked in a variety of debt capital-raising transactions, including leveraged buyouts, corporate-to-corporate acquisitions, and other debt financing activities. He then moved to Equity Group Investments (EGI), a Chicago-based private investment firm founded and led by Sam Zell. At EGI, Monteleone was responsible for evaluating potential new investments and monitoring existing investments, primarily within the energy industry. He served as Vice President at EGI from 2008 until August 2014, and during this time, he also served as CEO of Par Pacific from June 2013 to January 2015.

Prior to his role at EGI, Monteleone worked for Banc of America Securities LLC from 2006 to 2008. There, he was involved in a range of debt capital-raising transactions and other financial activities. Monteleone played a key role in several leveraged buyouts, corporate acquisitions, and debt financing activities.

Monteleone's career demonstrates a strong focus on financial management, investment, and business development. He has held significant roles in various organisations, contributing to their growth and success. His expertise in the energy industry, particularly in finance and acquisitions, has been recognised and valued by his colleagues and peers.

In addition to his professional achievements, Monteleone holds a bachelor's degree in economics from Vanderbilt University, where he graduated magna cum laude. This academic foundation, along with his subsequent professional experience, has equipped him with the knowledge and skills necessary to navigate the complex world of investments and financial strategy.

William Monteleone's career prior to Equity Group Investments showcases a trajectory of success and a strong foundation in the financial industry. His experience in various roles and his expertise in the energy sector have contributed to his effectiveness as a leader in financial management and investment strategy.

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