Experience

CAO Group, Inc.

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Sales Director

  • Aug 2019 - Present

  Deploy business development, distributor relations. Strategize business growth. Address directly with raised concerns from local regional sales leadership. Conduct distributor meetings and trainings and measure results. Assist in regional sales even to areas of opportunity. Deploy business development, distributor relations. Strategize business growth. Address directly with raised concerns from local regional sales leadership. Conduct distributor meetings and trainings and measure results. Assist in regional sales even to areas of opportunity.



Deseret Mutual Benefit Administrators (DMBA)

• Greater Salt Lake City Area

• Intern

  • Oct 2017 - Apr 2018

  • Researching and writing credit reports on companies based on companies’ financials and competitive landscape • Presenting company researches to investment committee weekly • Reading and summarizing economic researches issued by third party research companies for asset allocation meeting • Built excel model to automatically trigger company review based on its financial ratios and events by using excel functions • Monitoring new issue corporate bonds and putting together packages for portfolio manager daily • Writing fixed income purchase report, and putting together packages for accounting • Monitoring and discussing potential company issues of invested companies weekly



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Operations

  • May 2015 - May 2016

  • Generating case assessment tool report for the management • Collaborate with all levels of the organization reviewing of AML/KYC documentations and approval of new relationships for the institutional business • Generating case assessment tool report for the management • Collaborate with all levels of the organization reviewing of AML/KYC documentations and approval of new relationships for the institutional business



State Farm

• United States
• Insurance
• 700 & Above Employee

• office associate

  • May 2013 - Apr 2015