Global Financial Advisors
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Global Financial Advisors Employees
Phillips 66 (Contractor) October 2014 - Present
Fairhaven Runners and Walkers August 2013 - October 2014
On Rice Thai Bistro November 2011 - October 2014
Senske Lawn & Tree Care June 2009 - August 2011
Global Financial Advisors January 2009 - April 2009
Harold B. Lee Library (BYU) October 2008 - April 2009
Skills
Microsoft Office, Customer Service, Biochemistry, Analytical Chemistry, Data Analysis, Microsoft Excel, Physical Chemistry, Organic Chemistry, Inorganic Chemistry, Laboratory Safety, Laboratory Techniques, Linear Regression, Quality Control, Sales, Retail, IR Spectroscopy
Education
Western Washington University 2011 — 2014
Bachelor of Science (BS), Chemistry
Brigham Young University 2004 — 2009
Bachelor of Science (BS), Finance
Okta, Inc. February 2013 - Present
Credit Suisse October 2010 - June 2012
Piper Jaffray June 2008 - September 2010
Klymit January 2009 - April 2009
Global Financial Advisors January 2008 - April 2008
EscrowTech International, Inc. May 2005 - December 2007
Skills
Financial Modeling, Valuation, Mergers, Business Strategy, Corporate Development, Private Equity, Financial Analysis, Venture Capital, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions
Education
Brigham Young University 2004 — 2009
Bachelor of Science (B.S.), Finance
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase June 2012 - July 2014
JPMorgan Chase July 2012 - September 2012
BYU Broadcasting August 2008 - May 2012
Global Financial Advisors August 2011 - April 2012
Bank of America / Merrill Lynch August 2011 - December 2011
JPMorgan Chase & Co. June 2011 - August 2011
Skills
Bloomberg Terminal, Bloomberg, Financial Modeling, Equity Research, Valuation, Financial Analysis, Statistics, Data Analysis, Economics, Investments, Accounting, Microsoft Excel, Analysis, Management, Leadership, Finance, Portfolio Management, Microsoft Office, Public Speaking, PowerPoint
Education
Brigham Young University 2007 — 2012
Bachelor of Science, Finance
'Iolani School 2003 — 2007
Wasatch Advisors May 2012 - Present
Global Financial Advisors January 2010 - April 2012
Goldman Sachs June 2011 - August 2011
Beneficial Life Insurance September 2010 - December 2010
Craig Baugh's State Farm Insurance Agency April 2010 - December 2010
Guest Services (BYU) November 2009 - December 2010
Associated Student Council (ASC), Student Leadership September 2008 - June 2009
Vietnamese Student Association September 2008 - June 2009
College Activities Board, Student Leadership September 2007 - June 2008
Skills
Microsoft Excel, VBA, Financial Modeling, Financial Statement..., Bloomberg, Equity Valuation, Vietnamese, Customer Service, Outlook, Access, Photoshop, Illustrator
Education
Marriott School of Management, Brigham Young University 2009 — 2012
Bachelor's degree, Finance, 3.88
Seattle Central Community College 2007 — 2009
Associate of Arts, Business, 3.98
Brigham Young University August 2014 - Present
Crewe Capital June 2015 - August 2015
Global Financial Advisors January 2015 - June 2015
Highcrest Management Group January 2015 - April 2015
Vivint February 2014 - August 2014
Linsalata Capital Partners December 2013 - April 2014
Church of Jesus Christ of Latter-day Saints August 2011 - August 2013
Miracle Farm Ventures April 2009 - August 2009
Skills
Research, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teaching, Data Analysis, English, Windows, Outlook, SQL, VBA, HTML
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Bachelor's degree, Finance, 3.94
Wasatch Advisors January 2014 - Present
Brigham Young University January 2013 - December 2013
J.P. Morgan Asset Management May 2013 - August 2013
Global Financial Advisors August 2011 - May 2013
Westwood Global Investmeents May 2012 - August 2012
Lift International January 2011 - April 2011
CGCC January 2010 - December 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Mandarin, Bloomberg, PowerPoint, Research, Equity Research, Bloomberg Terminal, Equities
Education
Brigham Young University 2011 — 2013
Bachelor of Science, Accounting
Chandler/Gilbert Community College 2009 — 2010
Associate of Business, Finance and Accounting
J.P. Morgan Asset Management July 2015 - Present
Goldman Sachs May 2012 - June 2015
Global Financial Advisors August 2010 - January 2012
Goldman Sachs May 2011 - August 2011
Goldman Sachs January 2011 - May 2011
Goldman Sachs June 2010 - August 2010
Beneficial Financial Group January 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Valuation, Financial Analysis, Investments, Equities, Equity Research, Fixed Income, Economics, Portfolio Management, Finance, Capital Markets, Corporate Finance, Leadership, Competitive Analysis, Asset Management, Securities
Education
Brigham Young University 2009 — 2012
Bachelor’s Degree, Business & Administration - Finance
Credit Suisse July 2015 - Present
Global Financial Advisors January 2014 - April 2015
Brigham Young University January 2014 - April 2015
Credit Suisse June 2014 - August 2014
CEA Capital Advisors May 2013 - August 2013
BlackRock, Inc. January 2013 - April 2013
Columbia West Capital September 2012 - December 2012
KeyPoint Capital May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
The Church of Jesus Christ of Latter-day Saints May 2009 - May 2011
Skills
Microsoft Excel, PowerPoint, Teamwork, Financial Analysis, Banking, Research, Accounting, Leadership, Alternative Investments, Fixed Income, Financial Modeling, Microsoft Office
Education
Brigham Young University 2011 — 2015
Bachelor of Science, Finance
Bridge Investment Group Partners July 2012 - Present
Bridge Investment Group Partners July 2010 - June 2012
KellyConnect September 2009 - July 2010
Brigham Young University January 2009 - August 2009
Global Financial Advisors September 2007 - April 2009
US Treasury September 2008 - December 2008
PIMCO June 2008 - August 2008
Merrill Lynch September 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Investments, Private Equity, Analysis, Due Diligence, Research, Equity Research, Finance, Equities, DCF, Corporate Finance, Leadership, Asset Management, Mergers & Acquisitions, Portfolio Management, Real Estate, Venture Capital, Commercial Real Estate, Alternative Investments, Auditing, Business Valuation, Real Estate Economics, Bloomberg Terminal
Education
Brigham Young University 2003 — 2009
Undergraduate
University of Utah School of Medicine September 2015 - Present
Slouch Headwear November 2013 - Present
C.R. England January 2013 - September 2015
The Rudd Firm August 2012 - February 2013
eBay September 2012 - December 2012
Global Financial Advisors January 2012 - December 2012
Praesideo Management April 2012 - August 2012
State Farm Insurance January 2012 - August 2012
Brigham Young University February 2010 - January 2012
Beneficial Financial Group August 2011 - December 2011
Skills
Entrepreneurship, Microsoft Excel, Financial Analysis, Investments, Financial Modeling, Bloomberg, Microsoft Office, Access, Research, Spanish, Leadership, Social Media, Economics, Excel, PowerPoint, Analysis, Data Analysis, Bankruptcy, Corporate Finance, Public Speaking, Ebay Sales, Blogging, Forecasting, Financial Reporting, Microsoft Word, Competitive Analysis, Fund Of Funds, Great Plains Software, Department Budgeting, Licensed Life Insurance..., Personal Financial..., Competitor Analysis, Non-Profits..., E-commerce, Microsoft SQL Server
Education
Brigham Young University 2006 — 2012
Bachelor of Science, Business Management: Finance Emphasis
Hit Labs January 2015 - Present
Kickstart Seed Fund November 2014 - March 2015
Qzzr September 2014 - February 2015
Infusionsoft December 2012 - October 2014
GroSocial August 2010 - July 2014
Creditera April 2013 - June 2014
FundingUniverse.com March 2008 - October 2010
Global Financial Advisors September 2007 - December 2007
Skills
Facebook, Social Media Marketing, Business Development, Start-ups, Social Media, Marketing, Business Strategy, SEO, Online Advertising, Product Marketing, Leadership, Small Business, Strategic Partnerships, Sales, New Business Development, Lead Generation, E-commerce, Online Marketing, Strategy, Sales Management, Due Diligence, Marketing Strategy
Education
Brigham Young University
Finance
Deloitte January 2013 - Present
Goldman Sachs July 2012 - December 2012
Global Financial Advisors January 2012 - April 2012
Beneficial Financial Group September 2011 - December 2011
PwC October 2009 - November 2009
Salem College August 2008 - May 2009
Salem College August 2007 - May 2008
Nabil Bank Ltd. June 2006 - February 2007
Skills
Accounting, Excel, Microsoft Office, PowerPoint, Word, Access, Bloomberg, Financial Analysis, Income Tax, Equity Research, DCF Valuation, Microsoft Excel, Microsoft Word, Budgets, Valuation, Finance, Leadership
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Accounting
Salem College 2007 — 2009
Younique Products June 2014 - Present
Younique Products May 2014 - Present
Olympus April 2014 - July 2014
Iroko Pharmaceuticals, LLC November 2013 - April 2014
Eli Lilly and Company February 2011 - September 2013
Ivory Homes 2010 - 2011
Market Street Capital Management June 2010 - September 2010
National Capital Partners May 2009 - August 2009
Global Financial Advisors September 2008 - December 2008
Skills
Financial Analysis, Investments, Market Research, Pharmaceutical Sales, Valuation, Data Analysis, Sales, Biologics, Chronic Pain, Osteoporosis, Consultative Selling..., Real Estate Economics, Sales Presentations, Medical Devices, Selling, Psychiatry, Orthopedic, Sales Operations, Public Speaking
Education
Brigham Young University 2005 — 2010
Bachelor of Science (B.S.), Political Science, Business Strategy
Box Elder High School 2000 — 2003
Sound Financial Management, Inc. November 2010 - Present
Sound Financial Management November 2010 - Present
Global Financial Advisors January 2010 - April 2010
Brigham Young University May 2009 - November 2009
Dolce-Vita Company March 2006 - August 2006
Skills
Financial Modeling, Investments, Training, Analysis, Microsoft Excel, Portfolio Management, Financial Analysis, Credit Risk, Risk Management, Fixed Income, Equities, Corporate Finance, Valuation, Bloomberg, VBA, Finance, Hedge Funds, Capital Markets, Data Analysis
Education
Brigham Young University 2008 — 2010
BS Business Management, Finance
Brigham Young University
Bachelor of Science, Business Management; Finance
University of Washington
Master of Science, Computational Finance and Risk Management
Taconic Capital May 2014 - Present
Goldman Sachs July 2011 - May 2014
Beneficial Financial Group January 2009 - April 2009
Global Financial Advisors August 2008 - December 2008
Education
Brigham Young University 2008 — 2011
BS
Goldman Sachs July 2014 - Present
BYU Finance Society August 2013 - April 2014
Global Financial Advisors August 2012 - December 2013
Goldman Sachs June 2013 - August 2013
BlackRock August 2012 - December 2012
Peterson Partners June 2012 - August 2012
Skills
Microsoft Office, Excel, Market Research, Bloomberg Terminal, Financial Modeling, Financial Analysis, Valuation, Equity Research, Microsoft Excel, Bloomberg, Finance, Economics, Corporate Finance, Investments, Alternative Investments, Equity Valuation, Business Valuation, Investment Banking
Education
Brigham Young University
Bachelor of Science, Finance
The Ohio State University
Sorenson Capital August 2014 - Present
Samsung Electronics August 2013 - July 2014
Citi June 2012 - August 2013
Global Financial Advisors January 2010 - April 2012
Macquarie June 2011 - August 2011
U.S. Department of the Treasury April 2010 - August 2010
Global Financial Services, Inc May 2005 - December 2009
Education
Brigham Young University 2005 — 2012
Bachelors, Accounting
Capstone Capital Group May 2014 - Present
Capstone Capital Group May 2013 - August 2013
Office of US Senator Maria Cantwell January 2013 - April 2013
Global Financial Advisors August 2012 - December 2012
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Bloomberg Terminal, PowerPoint, Microsoft Word, Research, Analysis, Public Speaking, Spanish, Teamwork, Customer Service, Leadership
Education
Brigham Young University 2011 — 2014
Business Management: Finance Emphasis
Utah Valley University 2010 — 2011
Finance, General
Brigham Young University - Idaho 2005 — 2007
Construction Management
VMware August 2014 - Present
VMware June 2013 - September 2013
Walmart Corporate Treasury January 2011 - August 2012
Walmart January 2009 - January 2011
Global Financial Advisors August 2007 - December 2007
Signature Wealth Management May 2007 - August 2007
Brigham Young University January 2005 - June 2007
Skills
Financial Analysis, Corporate Finance, Strategic Planning, Minitab, SAP, Payment Industry, German, Strategy, Management, Finance, Product Marketing, Product Management, Product Strategy, Cloud Computing, Cloud Marketing, Collaboration, Win/Loss Analysis, Market Sizing, Business Relationship...
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Brigham Young University 2002 — 2008
Bachelor, Business Management/Finance
Mitsubishi UFJ Securities (USA), Inc. September 2015 - Present
PwC September 2012 - Present
Brigham Young University August 2010 - December 2011
Global Financial Advisors August 2010 - December 2010
Portfolio Advisors, LLC August 2010 - December 2010
Ensign Peak Advisors January 2010 - April 2010
Seton Hill University 2007 - 2008
Skills
Private Equity, Microsoft Word, Investments, Portfolio Management, Valuation, Strategic Financial..., Financial Modeling, Microsoft Excel, Microsoft Office, Financial Analysis, Finance
Education
Brigham Young University 2009 — 2011
Bachelors in Finance, Finance
Seton Hill University 2007 — 2008
Dell April 2014 - Present
Dell March 2011 - April 2014
Dell September 2010 - March 2011
Dell March 2010 - September 2010
Dell September 2009 - March 2010
Dell, Inc February 2009 - September 2009
Deseret Mutual Benefit Administrators May 2008 - September 2008
Global Financial Advisors September 2007 - December 2007
China Hong Kong Mission of the Church of Jesus Christ of Latter-day Saints April 2004 - May 2006
Skills
Marketing, Strategy, Leadership, Business Strategy, Mandarin, Enterprise Software, Management, Fluent in..., Financial Analysis, Business Analysis, Eagle Scout
Education
Brigham Young University 2003 — 2008
BS, Finance
Morrison & Foerster LLP May 2014 - Present
University of Virginia School of Law August 2012 - Present
University of Virginia School of Law May 2013 - Present
Huntington Learning Center September 2011 - January 2012
Mayo Clinic June 2011 - August 2011
Brigham Young University January 2011 - April 2011
Brigham Young University September 2010 - April 2011
Global Financial Advisors September 2010 - December 2010
Mitt Romney's Free and Strong America PAC July 2010 - August 2010
Skills
Economics, Stata, Research, Bloomberg, Microsoft Excel, Valuation, Financial Modeling, PowerPoint, Financial Analysis, Public Speaking, Microsoft Word, Statistics, Microsoft Office, Data Analysis, Teaching
Education
Georgetown University 2011 — 2011
Visiting Student, Economics
Brigham Young University 2006 — 2011
BS, Economics
University of Virginia School of Law
Deloitte August 2014 - Present
Deloitte September 2012 - August 2014
Deloitte and Touche September 2010 - September 2012
Brigham Young University August 2009 - May 2010
Global Financial Advisors September 2009 - April 2010
Deloitte & Touche June 2009 - August 2009
Brigham Young University April 2008 - May 2009
Skills
Financial Accounting, External Audit, Excel, US GAAP, Technical Accounting..., Accounting, Revenue Recognition, Stock Compensation, Equity Valuation, Fundamental Analysis, Equity Research, Technical Writing
Education
Brigham Young University 2009 — 2010
Masters, Accounting
Brigham Young University 2003 — 2009
Bachelor's degree, Accounting
Vivint Solar June 2014 - Present
Beneficial Financial Group April 2013 - April 2014
Credit Suisse July 2011 - September 2012
Citigroup June 2010 - August 2010
Yehu Microfinance May 2009 - July 2009
Global Financial Advisors January 2009 - May 2009
Merrill Lynch September 2008 - December 2008
AmericanWest Bank May 2007 - June 2008
Skills
Investment Banking, Credit, Fixed Income, Equities, Equity Research, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Investments, Capital Markets, Due Diligence, Business Valuation, LBO, Bloomberg
Education
Brigham Young University 2006 — 2010
Bachelor of Science, Business Administration; Corporate Finance
Wasatch Advisors April 2013 - Present
Global Financial Advisors January 2011 - August 2013
Westwood Global Investments January 2012 - March 2012
Beneficial Financial Group January 2011 - April 2011
The Church of Jesus Christ of Latter Day Saints August 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Equity Research, Business Valuation, DCF, Equity Valuation, Equities, Investments, Microsoft Office
Education
Brigham Young University 2010 — 2013
Bachelor of Science, Business Management; Corporate Finance, 3.64
Deloitte September 2015 - Present
University at Albany August 2013 - May 2015
Deloitte & Touche, LLP June 2014 - July 2014
LeverPoint Management, LLC January 2014 - May 2014
The Ayco Company, L.P. May 2011 - August 2013
Global Equity Fund January 2011 - April 2011
Global Financial Advisors August 2010 - December 2010
Raymond James Financial Services, Inc. May 2010 - September 2010
Skills
Series 7, Microsoft Excel, Bloomberg, Equity Research, Financial Accounting, Financial Statement..., Microsoft Office
Education
State University of New York at Albany
Master of Science, Accounting
Brigham Young University
Bachelor of Science, Business Management: Finance
nTangle October 2014 - Present
ImmiGreat.us April 2013 - October 2014
Waller Capital Partners September 2009 - May 2013
Credit Suisse July 2008 - August 2009
University Venture Fund December 2006 - April 2008
Global Financial Advisors August 2006 - April 2008
Credit Suisse March 2007 - August 2007
America's Freedom Foundation April 2003 - April 2007
Skills
Private Equity, Venture Capital, Investment Banking, Investments, Mergers, Finance, Entrepreneurship, Start-ups, Accounting, Spanish, Business Services, Networking, Mergers & Acquisitions, Equities, Financial Analysis, Corporate Finance, Financial Modeling, Strategy, Valuation
Education
General Assembly 2014 — 2014
Product Management
Brigham Young University
Bachelors
DaVita Healthcare Partners, Inc. May 2015 - Present
University of Michigan August 2012 - May 2015
Concentra May 2014 - August 2014
Ensign Services - Victoria Care Center May 2013 - May 2014
University of Michigan September 2012 - May 2013
Wells Fargo April 2010 - September 2011
Global Financial Advisors August 2010 - December 2010
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Statistics, Economics, Healthcare Management, US Healthcare, Financial Modeling, Healthcare improvement, Healthcare, Research, Operations Management, Nursing Home..., Long-term Care, Financial Accounting, Data Research, Customer Service..., Retail Banking
Education
University of Michigan 2012 — 2015
Master of Business Administration (MBA), Master of Health Services Administration (MHSA)
Brigham Young University 2004 — 2011
BS Management and Finance
Avenue Home Care June 2015 - Present
Global Financial Advisors January 2015 - Present
Orion Management Group March 2015 - June 2015
Flexsim Software Products, Inc. August 2014 - December 2014
Islands Restaurants May 2014 - August 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Sales, Financial Analysis, Financial Planning, Financial Statement..., Teamwork, Time Management, Data Entry, Social Media, Outlook, Management, Data Analysis, Research, Leadership, Public Speaking
Education
Brigham Young University - Marriott School of Management 2012 — 2016
Bachelor's Degree, Finance, General, 3.5
La Costa Canyon 2008 — 2012
Credit Suisse June 2015 - August 2015
York Capital Management May 2014 - August 2014
BlackRock January 2014 - April 2014
Global Financial Advisors January 2014 - April 2014
Skills
Time Management, Training, Research, Critical Thinking, Teaching, Access, Financial Reporting, Financial Analysis, Equity Research, Data Analysis, Capital Markets, Analysis, Alternative Investments
Education
Brigham Young University 2010 — 2016
Finance, General
Google 2014 - Present
Apple 2012 - 2014
PricewaterhouseCoopers 2011 - 2011
Full Contact Sports LLC 2010 - 2011
Global Financial Advisors 2010 - 2010
Celfin Capital 2010 - 2010
Dell 2010 - 2010
Brigham Young University 2008 - 2010
Skills
Financial Analysis, Accounting, Valuation, Financial Modeling, Financial Accounting, Microsoft Excel, Spanish, Auditing, Equity Research, Financial Reporting, Bloomberg, Leadership, Asset Management, Economics, Finance, Data Analysis, Strategy, Microsoft Office
Education
Brigham Young University
Bachelor of Science, Accounting
Goldman Sachs January 2012 - Present
Global Financial Advisors September 2011 - December 2011
Beneficial Financial Group August 2010 - December 2011
DFP Advisors May 2011 - August 2011
Flathead Equity Partners May 2010 - December 2010
Skills
Portfolio Management, Analysis, Finance, Financial Analysis, Microsoft Excel, Equities, Leadership, Microsoft Office, Financial Modeling, PowerPoint, Bloomberg
Education
Brigham Young University 2009 — 2011
Bachelor of Science, Business Management; Finance
University of Utah 2006 — 2009
The Wayne Brown Institute October 2014 - Present
WhiteCanyon Software, Inc. February 2015 - Present
Global Financial Advisors January 2015 - June 2015
Micro-enterprise Partners September 2014 - January 2015
Orbit Irrigation Products, Inc. January 2014 - April 2014
Zumiez September 2008 - April 2011
Skills
Strategy, Sales, Start-ups, Business Development, Marketing Strategy, Entrepreneurship, Business Strategy, Public Speaking, Leadership, Microsoft Office, Microsoft Excel, Marketing, Market Research, Management, PowerPoint, Strategic Planning, Social Networking, Social Media Marketing, Microsoft Word, Nonprofits, Social Innovation, Business Innovation, Social Entrepreneurship, Investments, Finance, Sales Management, Negotiation, Customer Service, Team Leadership, Financial Modeling, Research, Financial Analysis, Training
Education
Brigham Young University 2014 — 2016
Bachelor of Arts (B.A.), 3.82
KLAS April 2014 - Present
Lendio March 2014 - April 2014
Piper Jaffray July 2011 - March 2014
Goldman Sachs January 2008 - June 2011
FundingUniverse now Lendio April 2007 - January 2008
Global Financial Advisors September 2007 - December 2007
Novell March 2007 - August 2007
Global Financial Advisors January 2007 - April 2007
The Church of Jesus Christ of Latter-day Saints December 2001 - December 2003
Simply Landscaping May 1997 - October 2001
Skills
Influencer, Analysis, Innovation, Problem Solving, Process Improvement, Microsoft Excel, Public Speaking, Healthcare Information..., Research, PowerPoint, Start-ups, Venture Capital, Asset Management, Bloomberg, Investments, Investment Banking, Microsoft Word, Management, Financial Analysis, Financial Modeling, Securities, Bonds, Series 7, Equities, Fixed Income, Valuation
Education
University of Utah - David Eccles School of Business 2010 — 2012
Masters Business Administration
Brigham Young University 2004 — 2007
BS, Finance
Pomona High School 1998 — 2001
Peak Capital Partners September 2015 - Present
Sunstone Properties Trust June 2015 - August 2015
Global Financial Advisors March 2015 - June 2015
Robert Wheatley Properties June 2014 - August 2014
Staples Realty January 2014 - April 2014
Pacific Commercial Management June 2013 - August 2013
Skills
Public Speaking, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Management, Microsoft Word, Real Estate Development, Marketing, Spanish, Teaching, Teamwork, Customer Service, Project Management, Real Estate, Property, Social Media
Education
Brigham Young University
BS, Business Administration and Management, General
Ensign Peak Advisors August 2014 - Present
Ensign Peak Advisors March 2013 - August 2014
Goldman Sachs June 2011 - March 2013
Global Financial Advisors September 2010 - April 2011
Goldman Sachs June 2010 - August 2010
Alta Venture Partners August 2009 - December 2009
Skills
Series 7, Series 63, Series 86, Series 87, Financial Modeling, Valuation, Investments, Bloomberg, Equities, Spanish, Excel, Financial Analysis, Statistics, Word, Research, PowerPoint, Equity Research, Business Valuation, Accounting, Microsoft Office, Economics, Analysis, Market Research, Financial Accounting, Problem Solving, Data Analysis, Equity Valuation, Fundamental Analysis, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Leadership, FINRA, Due Diligence, DCF
Education
Brigham Young University - Marriott School of Management 2008 — 2011
Bachelor of Science (B.S.), Business Management - Finance
CFA Institute
Chartered Financial Analyst
University of Colorado Boulder - Leeds School of Business 2005 — 2005
BS, Finance
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - July 2015
LAPA Investment Counsel October 2012 - May 2013
The Capital Group January 2012 - October 2012
Merrill Lynch August 2011 - December 2011
Alta Capital Management May 2011 - August 2011
Global Financial Advisors January 2010 - April 2011
Ameriprise Financial May 2010 - August 2010
Skills
Valuation, Equities, Investments, DCF, Morningstar, Mutual Funds, Financial Modeling, Bloomberg, Bloomberg Terminal, Economics, Financial Analysis, Stocks, Equity Research, Brazilian Portuguese, Alternative Investments, Asset Management, Capital Markets, Investment Management, Hedge Funds, Wealth Management, Financial Statement..., Portfolio Management, Private Equity, Fixed Income, Investment Strategies, Series 7, Leadership, Equity Valuation, Series 63, Financial Services, Asset Allocation
Education
Brigham Young University 2005 — 2011
Bachelor of Science (BS), Business Management - Finance Emphasis
Global Business Study Abroad
Grant Thornton LLP August 2014 - Present
Grant Thornton LLP January 2009 - July 2014
Utah Science Technology and Research November 2007 - December 2008
Global Financial Advisors September 2007 - December 2007
Sunroc Corporation January 2005 - November 2007
Skills
IT Audit, Risk Assessment, SAS70, Project Management, Auditing, Information Technology, SSAE 16, CISA, Training, Microsoft Office, Business Strategy, Internal Controls, Strategy, Spanish, Business Process, Vendor Management
Education
Brigham Young University 2005 — 2009
BS, Management, Strategy
Well September 2015 - Present
Vivint December 2005 - September 2015
Global Financial Advisors September 2007 - December 2009
Vector Marketing June 2002 - June 2003
Skills
Sales Skills Training, Sales Management, Account Management, Direct Sales, Financial Analysis, Personnel Recruiting, Equity Research, Spanish, Real Estate Investment, Systems Management, Organizational..., Customer Service, Selling Skills, Management, Start-ups, Entrepreneurship, Marketing Strategy, Marketing, Personnel Selection, Training, Sales Process, Recruiting, Investment Properties, Sales, Team Building, Leadership, Team Leadership
Education
Brigham Young University 2002 — 2008
Economics, Finance, Mathmatics, B.A. in Economics
AHS 1999 — 2002
Valuation Research Corporation April 2015 - Present
Valuation Research Corporation June 2013 - April 2015
Valuation Research Corporation June 2010 - June 2013
Global Financial Advisors January 2010 - April 2010
Pacific Crest Securities May 2009 - August 2009
Beneficial Financial Group January 2009 - April 2009
Skills
M&A analysis, Financial Modeling, Valuation, Equity Valuation, Bloomberg, Equities, Capital IQ, Finance, Financial Statement..., Financial Reporting, Analysis, Equity Research, Business Valuation, Bloomberg Terminal, DCF, Financial Analysis
Education
Brigham Young University 2004 — 2010
Bachelor, Business Management - Finance
Goldman Sachs May 2015 - Present
Goldman Sachs June 2013 - May 2015
Global Financial Advisors September 2012 - April 2013
Duff & Phelps June 2012 - August 2012
Merrill Lynch January 2012 - June 2012
Merrill Lynch July 2011 - August 2011
Skills
DCF Valuation, Relative Valuation, Bloomberg Terminal, Capital IQ, DCF, Valuation, Equities, Financial Analysis, Equity Research
Education
Brigham Young University 2008 — 2013
Bachelor of Science (B.S.), Business Management with an Emphasis in Finance
Deloitte September 2012 - Present
EuroPacific Capital January 2012 - September 2012
Coleman Industries LLC February 2010 - July 2011
Global Financial Advisors August 2009 - January 2010
BYU Technology Transfer Office January 2008 - April 2009
The Church of Jesus Christ of Latter-day Saints March 2004 - March 2006
Skills
Financial Modeling, Analysis, Valuation, Data Analysis, Microsoft Office, Economics, Public Speaking, Microsoft Excel, Management, Entrepreneurship, Finance, Venture Capital, Research, Start-ups, Statistics, Financial Analysis, Business Planning, Portfolio Management, Derivatives, Equities, Corporate Finance, Market Research, Leadership, Java, Stata, Bloomberg Terminal, Econometrics, Business Strategy, Consulting
Education
Brigham Young University 2006 — 2011
BS, Economics
Self Employed January 2014 - Present
Furry Guys Dog Training August 2013 - Present
East Bay SPCA January 2013 - May 2013
Duff & Phelps September 2010 - January 2013
Clearwater Analytics January 2010 - September 2010
Brigham Young University August 2009 - December 2009
Global Financial Advisors August 2009 - December 2009
International Language Programs January 2008 - June 2008
ILP August 2007 - December 2007
International Language Programs January 2007 - July 2007
Skills
Investments, Program Management, Bloomberg, Microsoft Word, Valuation, Microsoft Excel, Data Analysis, Financial Modeling, Financial Analysis, Microsoft Office, Capital Markets, Business Strategy, Research, Competitive Analysis, Asset Management, Finance, Investment Banking, Business Analysis, Management, PowerPoint, Customer Service, Process Improvement, Analysis, Spanish, Portfolio Management, Corporate Finance, Accounting, Public Speaking, Private Equity, Business Development, English, Financial Reporting, Leadership, Team Leadership, Training
Education
Dog Training Internship Academy 2013 — 2013
Certificate of Behavior Consultation and Training, Animal Behavior
Brigham Young University 2005 — 2009
BS, Finance
Qualtrics January 2015 - Present
Qualtrics January 2014 - December 2014
Qualtrics January 2013 - December 2014
Qualtrics August 2011 - January 2013
Wells Fargo Advisors January 2011 - August 2011
Walt Disney World 2009 - 2010
Global Financial Advisors January 2008 - April 2008
Skills
Sales, Strategy, Market Research, Data Analysis, Leadership, Business Development, Analytics, Corporate Finance, Salesforce.com, Financial Modeling, Financial Analysis
Education
Brigham Young University 2006 — 2009
Bachelor of Science, Business Management; Finance
Eastern Arizona College 2004 — 2006
Associates, Business Management
Stoker Ostler Wealth Advisors January 2015 - Present
Net Worth Advisory Group May 2014 - December 2014
Global Financial Advisors January 2013 - December 2014
Johnson & Johnson June 2013 - January 2014
Provo Missionary Training Center August 2011 - May 2013
Skills
Bloomberg Terminal, Financial Modeling, Equity Valuation, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Economics, Valuation, Market Research, Investments, Strategic Financial..., Equity Research, Equities, Analysis, Data Analysis
Education
Brigham Young University 2008 — 2014
BS, Finance, General
Bank of America Merrill Lynch September 2014 - Present
Global Financial Advisors September 2012 - December 2014
CFA Institute December 2013 - February 2014
Alta Capital Management June 2013 - August 2013
Beneficial Financial Group September 2012 - May 2013
Yves Rocher May 2009 - May 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Bloomberg Terminal, Microsoft Word, Data Analysis, Microsoft Office, Research, Public Speaking, Access, Finance, Valuation, Economics, Bloomberg, Equity Research, Corporate Finance, Portfolio Management, Capital Markets, Investments, Equities, DCF, Analysis, Strategy, Fixed Income
Education
Brigham Young University
B.S, Business Management, Finance
Harvard University
Aries Capital Partners May 2015 - Present
Raymond James Financial Inc. November 2014 - Present
ProPay November 2014 - Present
Accretive Capital Management May 2015 - August 2015
The Wayne Brown Institute October 2014 - July 2015
Global Financial Advisors January 2015 - April 2015
Flexsim Software Products, Inc. September 2014 - December 2014
Brigham Young University January 2013 - October 2014
Skills
Spanish, Public Speaking, Teaching, Data Analysis, Research, Statistics, Microsoft Excel, Financial Modeling, Social Media, Management, Microsoft Office, Leadership, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Team Leadership, Training, Market Research
Education
Brigham Young University 2013 — 2016
Finance
Tulare Ag Products January 2013 - Present
Goldman Sachs March 2010 - January 2013
Brigham Young University December 2007 - January 2010
Citigroup July 2008 - December 2008
Global Financial Advisors September 2007 - April 2008
Sanmina-SCI 2007 - 2007
Skills
Credit Risk, Analysis, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Finance
Education
Brigham Young University 2002 — 2009
Bachelor of Science (B.S.), Business Management, Finance
Brandes Investment Partners August 2013 - Present
Huntsman May 2013 - July 2013
Brigham Young University August 2012 - April 2013
Global Financial Advisors January 2011 - April 2013
Marriott International June 2012 - August 2012
Merrill Lynch Private Banking and Investment Group August 2011 - April 2012
Skills
Valuation, Leadership, Financial Modeling, Investments
Education
Brigham Young University
Finance
Deloitte Tax LLP July 2014 - Present
Deloitte Tax LLP January 2014 - April 2014
Global Financial Advisors August 2012 - January 2013
Atlantic Trust August 2012 - December 2012
The Church of Jesus Christ of Latter-day Saints September 2011 - December 2011
Northgate Capital July 2010 - July 2011
The Church of Jesus Christ of Latter-day Saints May 2009 - August 2009
Novogradac & Company LLP June 2007 - August 2008
Skills
Microsoft Excel, Accounting, Bloomberg Terminal, VBA, Valuation, Team Leadership, PowerPoint, Financial Modeling, Analysis, Financial Analysis, Economics, Equity Valuation, Team-oriented, Business Development, Access, Financial Statements, Microsoft Office, Microsoft Word, Public Speaking, Leadership, Research, US GAAP, Tax
Education
Santa Clara University - Leavey School of Business 2013 — 2013
Certificate of Advanced Accounting Program, Accounting, 3.96/4.0
Marriott School of Management at Brigham Young University 2008 — 2013
BS, Finance, 3.82/4.00
European Business 2011 — 2011
International Business, 4.0/4.0
Goldman Sachs July 2013 - Present
Merrill Financial Associates January 2013 - June 2013
Global Financial Advisors September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Merrill Financial Associates April 2011 - May 2012
Brigham Young University January 2012 - April 2012
Brigham Young University September 2010 - August 2011
Rhomobile January 2011 - April 2011
The Church of Jesus Christ of Latter-day Saints January 2008 - January 2010
Skills
Financial Modeling, Valuation, Bloomberg, Portfolio Management, VBA, Analysis, Mutual Funds, Financial Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Economics, Finance, Investment Banking, Microsoft Office, PowerPoint
Education
Brigham Young University 2006 — 2012
Bachelor of Science (B.S.), Business Management, Finance emphasis, Summa Cum Laude
Kingwood High School 2002 — 2006
Credit Suisse March 2015 - Present
Citigroup June 2012 - February 2015
Citigroup June 2011 - August 2011
Lunt Capital Management January 2011 - April 2011
Global Financial Advisors January 2011 - April 2011
Accretive Capital Partners September 2010 - December 2010
Skills
Valuation, Financial Modeling, Investments, Finance, Risk Management, Portfolio Management, Microsoft Excel, Competitive Analysis, Financial Analysis, Economics, Management, Hedge Funds, Financial Risk, Mutual Funds, Loans, Investment Banking, Bloomberg Terminal, Entertainment Industry, Banking, Corporate Finance, Bloomberg, Equities, DCF, Credit Analysis
Education
Brigham Young University 2008 — 2012
Bachelor of Science, Finance (Business Management)
Merrill Lynch May 2011 - Present
Merrill Lynch January 2011 - April 2011
Global Financial Advisors August 2010 - April 2011
McIntosh Communications February 2007 - November 2007
APX Alarm Security Solutions Inc. May 2005 - August 2006
Education
Brigham Young University 2007 — 2011
Bachelor of Science, Business Management, Concentration in Finance
Goldman Sachs Asset Management - Alternative Investments & Manager Selection (AIMS) January 2010 - Present
University Venture Fund May 2009 - January 2010
Xeromax Sciences January 2009 - January 2010
Brigham Young University May 2009 - December 2009
Western Wats August 2008 - December 2009
Global Financial Advisors January 2009 - April 2009
Education
Brigham Young University 2006 — 2009
BS, Finance
Neighborhood Centers Inc. January 2012 - Present
Global Sleep September 2013 - October 2014
Brigham Young University August 2008 - January 2011
Global Financial Advisors August 2010 - December 2010
Missionary Training Center January 2009 - August 2009
Dixie State College June 2007 - June 2008
The Church of Jesus Christ of Latter-day Saints: Mongolian Service Center November 2004 - August 2006
The Church of Jesus Christ of Latter-day Saints April 2003 - November 2004
Skills
Microsoft Excel, Bloomberg, VBA, Accounting, Equities, PowerPoint, Microsoft Word, Leadership, Management, Budgets, Financial Modeling, Financial Analysis, Customer Service, QuickBooks, Analysis, Event Planning, Financial Reporting, Project Management, Public Speaking, Access, Teaching, Outlook, Financial Accounting
Education
Brigham Young University 2008 — 2010
Business Management Finance
Dixie State University 2006 — 2008
Associate of Science in Business
Regan Capital, LLC September 2015 - Present
Highland Capital Management, L.P. February 2015 - September 2015
Highland Capital Management, L.P. July 2012 - February 2015
JP Morgan September 2010 - March 2012
PricewaterhouseCoopers July 2009 - September 2010
PricewaterhouseCoopers June 2008 - August 2008
Global Financial Advisors 2008 - 2008
The Accend Group 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Corporate Finance
Education
Brigham Young University 2004 — 2009
Masters, Accounting
Brigham Young University 2004 — 2009
Bachelor’s Degree, Accounting
North Bridge Growth Equity and Venture Partners July 2015 - Present
Citi April 2013 - June 2015
UBS Securities, LLC June 2012 - August 2012
Global Financial Advisors January 2012 - April 2012
Vivint April 2010 - August 2011
Beneficial Financial Group January 2011 - April 2011
Lift International January 2011 - April 2011
The Church of Jesus Christ of Latter-day Saints August 2007 - August 2009
Skills
Public Speaking, Equity Research, Valuation, Equities, Microsoft Excel
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Management; Finance emphasis
Utah State University
Associate Degree; high school, General Studies
J.P. Morgan March 2015 - Present
J.P. Morgan April 2012 - February 2015
J.P. Morgan June 2011 - August 2011
Global Financial Advisors January 2011 - April 2011
Brigham Young University Baseball Team July 2005 - June 2010
The Whiting-Turner Contracting Company May 2006 - August 2006
Education
Brigham Young University 2006 — 2011
Bachelor of Science, Finance
Argus Class
Argus Class
McGrath RentCorp July 2013 - Present
University of Chicago Booth School of Business August 2011 - June 2013
Franklin Templeton Investments June 2012 - August 2012
T Rowe Price September 2008 - July 2011
Freddie Mac June 2007 - September 2008
Global Financial Advisors September 2006 - April 2007
Taiyo Pacific Partners June 2006 - August 2006
Skills
Financial Modeling, Analysis, Finance, Equities, Valuation, Equity Research, Financial Services, Corporate Finance, Banking, Bloomberg, Due Diligence, Private Equity, Fixed Income, Investments, Financial Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Strategic Management, Finance
Brigham Young University 2001 — 2007
Bachelor of Science, Business Management - Finance
J.P. Morgan January 2014 - Present
J.P. Morgan July 2011 - December 2013
J.P. Morgan July 2008 - July 2011
OMNI Brokerage September 2007 - May 2008
Novell May 2007 - December 2007
Global Financial Advisors January 2007 - April 2007
Skills
Investments, Bloomberg, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Capital Markets, Valuation, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Due Diligence, Fixed Income
Education
Brigham Young University 2005 — 2008
Financial Services, Finance
Vivint 2013 - Present
Attack Pattern 2012 - 2013
Intel Corporation 2008 - 2013
Global Financial Advisors 2006 - 2008
The Boston Consulting Group 2007 - 2007
Education
Duke Fuqua School of Business
Master of Business Administration (MBA)
Brigham Young University
Bachelor of Science (B.S.)
Nu Skin Enterprises April 2007 - Present
Tahitian Noni International November 2004 - April 2007
Global Financial Advisors October 2004 - December 2004
Dominion Insurance Services January 2004 - November 2004
Skills
Cross-functional Team..., Business Analysis, Strategic Planning, Market Research, Marketing, Marketing Strategy, Competitive Analysis, Process Improvement, Data Analysis, Microsoft Excel, International Business, Forecasting, Business Strategy, Team Building, PowerPoint, Management, Customer Service, Microsoft Office, International Marketing, SAP
Education
Utah Valley University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.77
Brigham Young University 2002 — 2005
Bachelor's Degree, Business Administration and Management, General
Global Gaming and Hospitality April 2010 - Present
Westwood Global September 2009 - December 2009
Utah Fund of Funds May 2009 - August 2009
Peterson Partners January 2009 - April 2009
Global Financial Advisors January 2008 - April 2009
Skills
Investment Banking, Financial Modeling, Financial Analysis, Gaming Industry, Equities, Portfolio Management, Valuation, Bloomberg, Private Equity, PowerPoint, Debt, Microsoft Excel, Due Diligence, Corporate Finance
Education
Brigham Young University 2007 — 2009
Bachelor of Science, Finance
Gap Inc. July 2014 - August 2015
Duff & Phelps July 2012 - July 2013
iQor May 2011 - August 2011
Redstone Advisors LLC January 2011 - April 2011
Global Financial Advisors September 2010 - December 2010
Skills
VBA, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Equity Research, Economics, Bloomberg Terminal, Business Valuation, Finance, Equity Valuation, Corporate Finance, Investment Banking, DCF, Capital IQ, Microsoft Excel
Education
Brigham Young University 2008 — 2012
BS, Economics
Ladenburg Thalmann June 2009 - September 2009
Ensign Peak Advisors January 2009 - May 2009
McOmber Energy Fund June 2008 - September 2008
Global Financial Advisors January 2008 - May 2008
Clearwater Analytics April 2007 - September 2007
The Church of Jesus Christ of Latter-Day Saints March 2005 - April 2007
Education
Brigham Young University
B.A., Economics
NAVAIR January 2010 - Present
Darden Restaurants September 2005 - December 2009
Global Financial Advisors September 2008 - May 2009
ARAMARK June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Public Speaking, Microsoft Word, Leadership
Education
Brigham Young University 2005 — 2009
Specialty Car Solutions August 2012 - Present
Loan Resolution Corporation August 2014 - December 2014
FCI Lender Services Inc. December 2010 - July 2014
Wealthbridge Mortgage Corporation December 2008 - October 2010
Global Financial Advisors September 2008 - February 2009
Wilshire Credit Corporation October 2001 - September 2008
Merrill Lynch 2001 - 2008
Calmco Servicing 1996 - 2001
Statewide Funding 1989 - 1994
Paine Webber 1993 - 1993
Skills
Loan Servicing, Mortgage Lending, Loans, Loss Mitigation, Mortgage Servicing, Default, Mortgage Banking, Bankruptcy, Portfolio Management, Process Improvement, Funding, REO, Real Estate, Residential Mortgages, Risk Management, Credit, Loan Origination, FHA, Underwriting, Credit Analysis, Commercial Mortgages, Asset Management, Real Estate Financing, Refinance, Banking, Mortgage Underwriting, Real Estate Economics, Commercial Lending, Securitization, Financial Structuring, Structured Finance, Reverse Mortgages, Credit Risk
Education
State University of New York College at Plattsburgh 1991 — 1995
Bachelor of Science, Business Management
Bond University
State University of New York - System
Goldman Sachs July 2015 - Present
Brigham Capital October 2013 - July 2015
Global Financial Advisors January 2014 - April 2015
Goldman Sachs June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
United States Department of the Treasury January 2013 - May 2013
Skills
Portfolio Management, Valuation, Financial Modeling, Financial Markets, Options Trading, Equity Research, Alternative Investments, Economics, Special Situations
Education
Brigham Young University
Bachelor’s Degree, Finance
Virtu Financial July 2012 - Present
J.P. Morgan July 2010 - June 2012
Global Financial Advisors September 2009 - December 2009
Analytic Investors May 2009 - August 2009
Analytic Investors May 2008 - August 2008
Capstan, Incorporated 2003 - 2004
Education
Brigham Young University 2006 — 2010
Bachelor of Science (BS), Business Management: Entrepreneurship
Brigham Young University - Hawaii 2008 — 2008
International Business
University of Utah 2003 — 2004
Goldman Sachs February 2013 - Present
Global Financial Advisors January 2012 - December 2012
Toad's National Golf Course/ Toad's Fun Zone May 2009 - December 2012
Atlantic Trust January 2012 - April 2012
Skills
Equities, Bloomberg Terminal, Accounting, Finance, Equity Research, Series 7, Series 63, Series 86, Series 87
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
Weber State University 2008 — 2009
Associate, General Studies
InsideSales.com May 2015 - Present
InsideSales.com February 2014 - April 2015
InsideSales.com June 2013 - February 2014
InsideSales.com December 2012 - June 2013
Farmers Insurance June 2009 - December 2012
Citi July 2011 - December 2011
Global Financial Advisors January 2011 - April 2011
Utah Community Credit Union 2007 - 2009
Skills
Bloomberg Terminal, MS Office Suite, Spanish, Microsoft Office, Financial Analysis, CRM, Customer Service, Salesforce.com, Sales, Data Analysis, Team Leadership, Marketing, Business Development, Leadership, Account Management, Training, Analysis, Management
Education
Brigham Young University 2004 — 2012
BS, Business Management - Finance
Goldman Sachs March 2015 - Present
Stonehenge of Orem September 2014 - Present
The Valhalla Group February 2014 - Present
Courtyard at Jamestown Assisted Living October 2014 - April 2015
Orchard Park Post-Acute Rehab October 2012 - September 2014
Orchard Park Post-Acute Rehab March 2012 - September 2014
Lake Ridge Senior Living April 2013 - April 2014
Orchard Park Rehabilitation & Healthcare December 2009 - March 2012
Global Financial Advisors January 2011 - April 2011
BambooHR January 2011 - April 2011
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Finance, Investments, Access, Bloomberg, Valuation, Forecasting, VBA, Financial Analysis, Admissions, Customer Service, Analysis, PowerPoint, Data Analysis, Project Management, Microsoft Word, Management, Market Research, Research, Time Management, Leadership
Education
Brigham Young University 2008 — 2012
Bachelor of Science, Business Management Finance
Brigham Young University - Idaho 2003 — 2005
Edwards Lifesciences February 2014 - Present
L.E.K. Consulting September 2011 - January 2014
Tassi LLC January 2007 - January 2011
Global Financial Advisors January 2010 - May 2010
Skills
Business Strategy, Due Diligence, Start-ups, Financial Modeling, Data Modeling, Operational Excellence, Valuation, Strategic Consulting, Private Equity, Management Consulting, Strategy, Corporate Development, Competitive Analysis
Education
Brigham Young University 2006 — 2010
BS, Economics
J.P. Morgan March 2014 - Present
J.P. Morgan May 2013 - August 2013
Global Financial Advisors January 2013 - April 2013
Alta Ventures Mexico August 2012 - December 2012
Collegiate Entrepreneurs Organization 2010 - 2012
Alterra April 2011 - August 2011
The Church of Jesus Christ of Latter-day Saints January 2007 - January 2009
Skills
Market Research, Microsoft Excel, Public Speaking, Sales, Leadership, Bloomberg Terminal, PowerPoint, Russian, Financial Modeling, Microsoft Office, Finance, Start-ups, Management, Analysis, Investments, Business Planning, Economics, Bloomberg, Research, Financial Analysis
Education
Brigham Young University 2009 — 2013
Bachelor of Science, Finance
Netflix November 2014 - Present
Goldman Sachs June 2011 - October 2014
Global Financial Advisors January 2011 - April 2011
Brigham Young University August 2010 - April 2011
Lift International August 2010 - January 2011
Clarity Windows, LLC July 2007 - October 2010
The Church of Jesus Christ of Latter-day Saints October 2003 - October 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Equity Research
Education
Brigham Young University 2006 — 2011
BS, Business Management, Emphasis Finance
Goldman Sachs July 2011 - Present
GLOBAL FINANCIAL ADVISORS January 2011 - September 2012
Network Operations, Office of IT, Brigham Young University November 2009 - April 2011
Beneficial Financial Group August 2010 - December 2010
Skills
Investments, Risk Management, Corporate Financial..., Financial Modeling, Bloomberg, Bloomberg Terminal, Financial Statement..., Financial Analysis, Valuation, Portfolio Management, Morningstar, Fixed Income
Education
Brigham Young University 2009 — 2011
Bachelor's degree, Finance
Budhanilkantha School 1995 — 2004
A -Levels, Physics, Chemistry, and Mathematics