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Refinery and Petrochemical Operations Safety Expert

Technical Consultant #2095


  • Refinery safety management systems evaluation and recommendations.
  • Fire and explosion investigations.
  • Emergency response planning.
  • Petrochemical operations and troubleshooting.
  • Evaluations of refinery EH&S (Environmental Health and Safety) procedures and practices.
  • Process improvement projects for refinery operations, EH&S practices.
  • Improving petrochemical industry and regulatory agencies communication.

Expert Witness Experience

  • Refinery and petrochemical process operations, engineering, and safety management.
  • Accepted as an expert in one or more of these venues:
  • Judicial District Court (14)
  • Judicial District Court (19)
  • U. S. District Court - Middle District
  • Circuit Court of Cook County
  • U. S. District Court - Eastern District


Undisclosed Company, President, 1997 - Present

  • Assessed the safety management systems for 14 refineries.
  • Developed comprehensive risk management protocol to evaluate effectiveness of management systems and provided recommendations.
  • Follow-up assessments and evaluations to assure effective implementation.
  • Performed safety assessments with risk reduction and technology enhancement recommendations for petrochemical facilities.
  • Evaluated safe work permit procedures and practices at 12 refineries.
  • Performed fire and explosion investigations.
  • Developed operations staffing technique for world's largest refinery at Ulsan, South Korea.
  • Refinery pre-startup safety audits.
  • Evaluated of facilities and management systems associated with several refinery purchases.
  • Using Management of Organization Change (MOOC) techniques to aid in transition planning.

Exxon Co., USA, 1980 - 1997

Process Operations Manager, 1983 - 1997

  • Directed all refinery process operations.
  • Managed a work force of 650 company employees and 100 contract employees.
  • Exercised stewardship responsibility for facility safe operation, environmental and production performance.
  • Oversaw operating budget exceeding $600 million per year.
  • Served on the refinery Management Committee that guided broad refinery direction.
  • Chaired the company wide Process Managers Committee that oversaw safety standards, safe operating committees, HAZOP activities, cost, and reliability improvements on an Exxon refining circuit wide basis.
  • Developed an effective emergency response organization, integrating refinery resources with those of the local community.
  • Initiated and participated in the formation of an industry and government agency group to enhance both emergency response and public perception.
  • Chaired a task force that developed safety, health, and environmental metrics for each refinery's performance, which was adopted as best practice by other functions.
  • Participated in process safety assessments of domestic and international Exxon refineries.
  • Chaired several groups that examined and recommended optimum operations staffing levels and organization structure for refineries.
  • Leader and steward for the refinery's Process Safety Management programs.
  • Acted as primary technical participant in several OSHA and EPA settlements.
  • Participated as key management representative in the successfully bargaining of 5 multi-company labor contracts and 15 labor arbitrations.

Technical Manager, 1980 - 1993

  • Managed approximately 300 engineers who coordinated day-to-day technical and computing product support.
  • Provided project development, detailed engineering process designs, and implementation.
  • Guided the career development of all refinery professional employees.
  • Served as a member of the refinery Management Committee.

Honors & Publications


Professional Training

  • Fault Tree Process Hazard Analysis
  • Certified Industrial Firefighter and Incident Commander
  • Additional training courses: Design, Operating Procedure development, Heater Operations, Safety Engineering, Work Permits, HAZWOPER, Quality Management, Supervisory Principles, Safe Operations.


  • Conducted courses on Risk Management for Exxon's U.S. refinery operations supervision


  • Keynote speaker on Safe Operations for Exxon Worldwide Technology Conference
  • Speaker on emergency response at API Safe Operations Subcommittee General Meeting


  • B.S. Chemical Engineer, Virginia Technical College, Blacksburg, VA
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