Position:
Chief Financial Officer at Voto, LLC, Board Member at Voto, LLC, CFO, Strategist and Change Catalyst at Looking for Next Opportunity
Work:
Voto, LLC
- Salt Lake City -
Chief Financial Officer
Voto, LLC
- Salt Lake city -
Board Member
Looking for Next Opportunity
since Nov 2012
-
CFO, Strategist and Change Catalyst
Investools from TD Ameritrade
- Greater Salt Lake City Area 2009 - 2012
-
Director - Strategic Partnerships
Investools
- Greater Salt Lake City Area 2004 - 2009
-
SVP - Client Acquisition and Fullfillment
Investools
- Greater Salt Lake City Area 2003 - 2004
-
Vice President & Corporate Controller
Infopia, Inc.
- Greater Salt Lake City Area 2001 - 2002
-
CFO
NorthSky
- Orem Utah 1999 - 2001
-
CFO & COO
Callware Technologies
- Greater Salt Lake City Area 1995 - 1999
-
CFO
Geneva Steel
- Orem, UT 1989 - 1995
-
Director, Financial Reporting
Arthur Anderson & Co.
- Salt Lake city 1986 - 1989
-
Audit Senior
Education:
Brigham Young University 1984 - 1986
Masters of Accountancy, Finance & Accounting
Brigham Young University 1981 - 1984
BS, Finance
Skills:
CFO, COO, CPA, Executive Management, Acquisition Integration, Strategist, Change Catalyst, Leading Change, M&A experience, Corporate Finance, P&L Accountability, Strategic Planning, Business Strategy, Strategic Partnerships, Exit Strategies, Financial Accounting, Financial Reporting, Executive Reporting, GAAP, Internal Controls, Financial Audits, SOX 404, SEC filings, Cash Management, Budget Process, Forecasting, Financial Modeling, Performance Reporting, Business Planning, Start-up Ventures, Venture Financing, Public Equity Offerings, IPO, Private Equity Funding, Private Placements, Sales Management, Sales Operations, Management Consulting, Acquisitions, Partner Development, Partner Management, New Business Development, Operations Management, Growth Management, Change Management, Investor Education, Financial Analysis, Member of AICPA, Investment Education, Mergers
Interests:
strategic planning, team building, leadership training, people, reading, charity work, family, golf
Certifications:
Certified Public Accountant (CPA), Utah