Experience

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  Navigen, Inc.

  • Salt Lake City, Utah, United States

  • Sr. Grant and Project Manager

    • May 2020 - Present
    • Salt Lake City, Utah, United States

• 

  Navigen, Inc.

  • United States
  • Pharmaceutical Manufacturing
  • 1 - 100 Employee

  • Sr. Manager Business Analysis

    • Apr 2019 - Feb 2020

    $5M per year 2-company budget; reporting to CEO, BOD, controller, loan holdersCreated company PowerPoint template Edited and formatted presentations to pharmaceutical companiesMonthly, quarterly, annual financial review of QuickBooksGrant applications, reporting, managementCo-project managed ~10,000 page Investigational New Drug application approved by FDA

  • Financial Analyst

    • Oct 2017 - Apr 2019

    Company budgetGrant financesCreating 3D biological animation about our medicine

  • Business Analyst

    • Jan 2016 - Oct 2017

    Market sizing for existing and new targetsGrant managment

• 

  Self Employed

  • Options Trader

    • Jan 2014 - May 2015

    I learned the TD Ameritrade software. I maintained a constant engagement with the news and the market. I traded based on company, sector and macro analyses. I focused on selling one to two standard deviation wide iron condors during times of high volatility. I also sell verticals.I created an Excel Workbook to track entry, exit and profit per trade; calculate when to leg out of positions; track rolled positions; perform qualitative daily analysis of positions; identify stocks that fit my criteria for an approximately 200 stock watch-list.I usually entered minimum one new position daily. I maintained a maximum 3.5:1 risk/reward ratio for all trades. I use the probability of touch statistics to manage winning positions. I usually entered trades with 45-70 days to expiration except for earnings trades for which I sold the closest expiration because it usually has the most volatility.

• 

  All Rivers

  • Salt Lake City, Utah

  • Managing Editor, Treasurer

    • 2009 - Dec 2013
    • Salt Lake City, Utah

    Co-created and developed non-profit organizationManaged day-to-day finances including deposits, payroll and taxes; create financial reports for Board of Directors in QuickBooks; coordinated and created agenda for bi-yearly board meetingsResearched, contacted and approved contributors for content-driven site

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  Student Investment Fund

  • David Eccles School of Business

  • Equity Research Analyst

    • Aug 2012 - Aug 2013
    • David Eccles School of Business

    Selected as one of 16 students to manage three funds totaling over $200,000 in assets under managementAnalyst for four energy securitiesCollaborated with a team to pitch a technology company to finance professionals

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  Student Consulting Initiative

  • David Eccles School of Business

  • Student Consultant

    • Aug 2012 - May 2013
    • David Eccles School of Business

    I worked on a really successful and cooperative team of five students and three advisors, for two semesters. We created a board game for Rio Tinto about one of it's mines. We created a tool for the financial strategy team to teach executives and beginners alike, about the life of the mine. The board game has playing cards that represent the different ore bodies a player can choose to mine. The cards help players make decisions by listing both the financial costs and revenues of a mine, and also the consequences of the decision. For instance, sometimes mining one ore body sterilizes another ore body. In the game, the mining choices are made over about eighty years. Players take turns stating choices and drawing chance cards at predetermined year markers. Chance cards do things like govern copper and molybdenum prices, introduce seismic activity, or otherwise deal good and bad unexpected news to players. During a player's turn, his or her choices and the programmed effects of the chance cards are entered into the excel model that runs the game. I worked really hard on the Excel model and learned a lot both about modelling and Excel. The model had over ten interacting ore bodies and took about an hour to play. The great task the Excel model performed was to calculate the player's financial position, as a result of both choice and chance over time. The players moved their playing pieces, little yellow mining trucks, up and down the board to the correct monetary valuation for their mine at each turn. The winner was usually the one with the most money, but sometimes that was debated about! When we completed it, we had a great time playing our game with the mine financial strategy team and also with company executives! I had a great time doing this project because it was so creative and complex. Also, the team worked so well together. Every member took responsibility for themselves and for doing a lot of work. It was a great experience!

• 

  Utah Community Research Group

  • University of Utah Economics Department

  • Client Lead

    • Jan 2012 - May 2012
    • University of Utah Economics Department

    Liaison between team and client, applied strategic vision to compose and maintain Statement of Work, directed client/team through communication, education and guidance to execute project plan on scheduleAssisted in creation and administration of survey to 3500 respondents using Qualtrics; data collection, mining/cleaning in Excel; design of analysis in STATISTICAPresentation of findings to client which continues to lead to greater volunteer retention for their organization