PathWise Company
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PathWise Employees
Gold Cross Ambulance October 2013 - Present
Mellor and Associates (formerly Pope Taylor PLLC) October 2011 - Present
Steve Regan Company June 2011 - October 2013
Orange Legal Technologies December 2010 - July 2011
Tanner LLC May 2006 - January 2011
Brigham Young University August 2005 - April 2006
Wing Enterprises February 2004 - April 2006
Pathwise May 2005 - August 2005
Mellor Works April 2002 - February 2004
HELP International July 2002 - August 2002
Skills
Accounting, Financial Analysis, QuickBooks, Internal Controls, Auditing, Cost Accounting, Cash Flow, Tax, Payroll, Financial Statements, Financial Reporting, GAAP, US GAAP, Financial Accounting, Microsoft Excel, Due Diligence, Financial Modeling, General Ledger, Microsoft Office, Tax Preparation, Corporate Tax, GPIS, SEC filings, Revenue Recognition, Corporate Finance, Accounts Receivable, Accounts Payable, CPA, Finance, Budgets, Consolidation, Bookkeeping, External Audit, Assurance, Public Speaking, Team Building
Education
Brigham Young University 1998 — 2006
Masters in Accountancy, Accounting; Professional Stem
Eagle High School 1994 — 1998
PathWise April 2014 - Present
PathWise 2013 - April 2014
Bath and Body Works September 2012 - February 2013
Gap Inc January 2007 - September 2012
Gap Inc. 2007 - September 2012
Square Magazine February 2004 - February 2008
Gap Inc January 2001 - January 2007
Gap Inc. 2003 - 2007
Gap Inc. 2001 - 2003
Skills
Leadership, Sales, Customer Satisfaction, Employee Engagement, Business Planning, Hiring, Customer Service, Sales Management, Strategic Planning, Marketing Strategy, Training, Microsoft Office, Marketing, Account Management, Management, Event Management, Events, Loss Prevention, Team Leadership, Team Building, Public Speaking, Social Media
Education
University of Utah - David Eccles School of Business
Master of Business Administration (M.B.A.)
Brigham Young University 1997 — 2001
Bachelor's degree, English Language and Literature, General
BioUtah December 2012 - Present
PathWise May 2012 - Present
PathWise January 2006 - April 2012
PathWise December 2003 - June 2006
PathWise December 2000 - April 2003
Belliston January 2000 - January 2001
Morgan Stanley April 1999 - September 1999
Skills
Quality Systems, CAPA, Risk Management, Documentation, ISO 13485, FDA, ISO 14971, GMP, QSR, ISO, Quality Auditing, cGMP, Change Control, Complaint Handling, Design Control, Supplier Quality, SOP, Auditing, Management Review, Quality Management, Training, Quality System, Sop, Lifesciences, Biopharmaceuticals, Pharmaceutical Industry, Validation, Leadership, 21 CFR Part 11, Medical Devices, Quality Assurance, Regulatory Affairs, Biotechnology, 21 CFR, Computer System..., Software Documentation, Technology Transfer, V, Life Sciences
Education
Georgetown University 2007 — 2009
Master of Science, Biotechnology
The George Washington University - School of Business 2004 — 2007
MBA
University of Utah 1998 — 2002
Bachelor of Science
PathWise 2015 - Present
Acclaro Wealth Management 2010 - 2015
Wells Financial Group 2007 - 2010
MassMutual Financial Group 2002 - 2007
Skills
Retirement Planning, Wealth Management, Estate Planning, Retirement, Insurance, Investment Advisory, Asset Management, Financial Planning
Education
American College 2003 — 2006
Wealth Management
ConvaTec July 2015 - Present
PathWise December 2012 - July 2015
PathWise August 2011 - November 2012
Immucor, Inc. August 2009 - May 2011
QIAGEN Gaithersburg, Inc. September 2007 - August 2009
Digene Corporation March 2005 - September 2007
Digene Corporation 2001 - 2005
Digene Corporation 1999 - 2001
Calypte Biomedical (Formerly Cambridge Biotech) 1997 - 1999
Cambridge Biotech Corporation 1997 - 1999
Skills
FDA, Medical Devices, Quality System, ISO 13485, Quality Assurance, CAPA, Leadership, GMP, Sop, Training, Cross-functional Team..., Process Improvement, 21 CFR Part 11, Change Control, Microsoft Office, Software Documentation, Customer Service, Technical Writing, Team Building, Manufacturing, Process Engineering, Validation, Troubleshooting, Visio, Biotechnology, Hiring Personnel, Mentoring New Hires, Call Centers, Problem Solving, Hardware Diagnostics, Management, V&V, Biopharmaceuticals, Technology Transfer, Pharmaceutical Industry, Lifesciences, Public Speaking, Life Sciences, SOP
Education
George Mason University - School of Business 2004 — 2006
MS, Bioscience Management
James Madison University 1984 — 1989
BS, Biology
Search Discovery June 2015 - Present
Cardinal Path July 2013 - June 2015
Merkle November 2012 - July 2013
Adobe Systems September 2008 - November 2012
PathWise April 2006 - July 2008
Brigham Young University July 2004 - July 2007
Skills
JavaScript, Omniture, Web Analytics, Web Analytics..., Online Advertising, Consulting, SiteCatalyst, Online Campaign..., Conversion Optimization, Analytics, HTML, Social Analytics, Online Business..., Google Analytics, Landing Page..., PHP, CSS, SQL, Databases, Web Development, Digital Image Processing, Video Editing, Microsoft Excel, Microsoft Office, FTP, SEO, SaaS, E-commerce
Education
Brigham Young University 2000 — 2008
B.S., Information Systems
PathWise August 2013 - Present
PathWise August 2012 - August 2013
Skills
FDA, GMP, CAPA, Sop, Quality Auditing, Quality System, SOP, Biotechnology, Quality Assurance
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Arts (B.A.), History
Scheller College of Business, Georgia Tech 2013 - Present
Scheller College of Business, Georgia Tech 2010 - 2013
University of South Carolina 2006 - 2010
Arizona State University 2001 - 2006
PathWise 1997 - 2001
TheraTech 1996 - 1997
Skills
Organizational Behavior, Higher Education, Leadership, Research, Psychology, Management, University Teaching, Project Management, Coaching, SPSS, Statistics, Leadership Development, Theory, Qualitative Research
Education
Arizona State University - W. P. Carey School of Business 2001 — 2006
PhD, Business Administration (Management)
Brigham Young University 1995 — 1997
Master, Organizational Behavior
Virginia Polytechnic Institute and State University 1989 — 1995
Bachelor of Science, Psychology
ServiceNow - The Enterprise IT Cloud Company May 2014 - Present
Contract May 2013 - May 2014
PathWise January 2011 - May 2013
GreatCall, Inc May 2010 - December 2010
Time Warner Cable July 2008 - February 2010
Greater San Diego Academy (Jamul-Dulzura Union School District) August 2004 - May 2007
Skills
Instructional Design, Curriculum Design, Public Speaking, Problem Solving, Instructor-led Training, Technical Writing, Needs Analysis, Curriculum Development, Staff Development, Microsoft Office, Teaching, PowerPoint, Training Delivery, Classroom Instruction, Writing, Team Building, Training, Program Management, Coaching, Technical Training, Leadership Development, Employee Training, Microsoft Excel, Educational Technology, Critical Thinking, Outlook, Career Development, Supervisory Skills, Microsoft Word, Adult Education, Higher Education, Executive Coaching, Research, Educational Leadership, Blended Learning, Management, Learning Management, Project Management, Learning Management..., Organizational..., Captivate, Classroom, E-Learning, ADDIE, Call Centers, Workshop Facilitation, Train the Trainer, Onboarding, Quality Assurance, Team Leadership
Education
National University 2001 — 2003
M.Ed., Education
San Diego State University-California State University 1995 — 1998
B.A., Social Science
San Diego Mesa College 1992 — 1995
A.A., Liberal Arts and Sciences
Helix High School 1988 — 1992
High School Diploma, General Studies
Life of the Party Entertainment October 2013 - Present
Taylorsville City January 2014 - Present
Sandy City Schools February 2015 - May 2015
Midvale City December 2014 - May 2015
Murray City October 2014 - May 2015
AAPC February 2008 - October 2013
PathWise February 2005 - September 2007
STAR360feedback September 2003 - February 2005
Coltrin & Associates April 2003 - June 2003
Skills
Event Planning, Event Management, Blogging, Email Marketing, Editing, Social Media, Public Speaking, Online Advertising, Musical Theatre, Marketing Communications, Microsoft Office, Theatre, Creative Writing, Wedding Planning, Marketing, Training, Microsoft Word, Project Management, Management, Copywriting, Strategic Planning, Internal Communications, Sales, Time Management, Social Networking, WordPress, Microsoft Excel, Facebook, Webinars, SEO, Copy Editing, Leadership, Account Management, Organization, Self-driven, PowerPoint, Market Research, Adobe Creative Suite, Newsletters, Advertising
Education
Brigham Young University 1998 — 2003
Bachelor of Arts (BA), Public Relations
Brigham Young University
Bachelor of Arts (B.A.) Communications Public Relations, Communications Public Relations
ComPear - No matter what the Task Add ComPear January 2015 - Present
PathWise November 2014 - Present
PathWise August 2014 - October 2014
American Red Cross July 2011 - August 2014
American Red Cross Southern Nevada Chapter April 2011 - July 2011
State of Nevada August 2008 - April 2011
American Red Cross - National Headquarters August 2004 - June 2008
Skills
Training, Leadership Development, Strategic Planning, Employee Relations, Fundraising, Emergency Management, Community Outreach, Volunteer Management, Team Building, Training Delivery, Non-profits, Organizational..., Program Development, Public Speaking, Employee Training, Event Planning, Leadership, Nonprofits, Program Management, Policy, Workshop Facilitation, Instructional Design, Project Management, Management, Conflict Resolution, Coaching, Government, Event Management, Staff Development, Recruiting, Community Development, Grants, Human Resources, Grant Writing, Change Management, Proposal Writing, Team Leadership, Budgets
Education
University of Phoenix 2001 — 2003
Master's Degree, Organizational Management
University of Phoenix 1998 — 2001
Bachelor's Degree, Business Managment