Position:
Managing Director, Partner at Orchard Securities, Managing Director, Partner at Central Trade & Transfer
Work:
Orchard Securities
since Nov 2007
-
Managing Director, Partner
Central Trade & Transfer
- Salt Lake City, UT since Dec 2011
-
Managing Director, Partner
Crewe Capital
- Greater Salt Lake City Area Sep 2011 - Mar 2013
-
Managing Partner
White Cap Real Estate
- Madison, Wisconsin Area Feb 2010 - Sep 2011
-
Principal
Orchard Securities
Nov 2005 - Nov 2007
-
National Accounts
OMNI Brokerage, Inc.
Jan 2004 - Nov 2005
-
Marketing Manager
Education:
Brigham Young University - Marriott School of Business 2010 - 2012
Master of Business Administration (MBA)
Utah Valley University 2002 - 2004
BS, Business Management
Skills:
Series 7, Series 63, Series 24, Underwriting, Marketing, General Securities Principal, Private Placements, Alternative Investments, Securities, Due Diligence, Hedge Funds, Private Equity, Investment Banking, Corporate Finance, FINRA, Trading, Business Development, Wealth Management, Investment Properties, Real Estate Economics, Venture Capital, Financial Advisory, Finance, Financial Analysis, Investment Advisory, Funding, Mergers & Acquisitions, Financial Modeling, Strategic Financial Planning
Interests:
Golf, Rock Climbing, Running, Racquetball