Position:
CEO, Managing Member at Vantage Point Advisors, Vice Chair Board of Trustees, Chair Finance Committee, Chair Investment Committee at SelectHealth
Location:
Greater Salt Lake City Area
Work:
Vantage Point Advisors
since 2003
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CEO, Managing Member
SelectHealth
since Jan 2002
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Vice Chair Board of Trustees, Chair Finance Committee, Chair Investment Committee
American Stores
1995 - 2000
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Exec. Finance & Accounting
Ingenix
1992 - 1995
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Exec. Finance Operations
Ernst & Young
1983 - 1992
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Sr. Manager
Education:
University of Utah 1998 - 2000
Regis University 1977 - 1981
Skills:
CPA, PFS, Private CFO, Strategic Planning, Exit Strategy Planning, Estate Planning & Coordination, Family Mission, Tax Management, Wealth Transfer, Business Strategy, Stock Option Plans, Change Management, Risk Management, Relationship Management, Process Improvement, Management Consulting, Tax, Estate Planning, Mission