Experience

Capital Pro Partners

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • Mar 2015 - Present

  Greater Salt Lake City Area Capital Pro Partners is a capital source and business partner for growing companies. We work diligently with management to execute on sourcing the best capital for their business while saving them time and money. Our passion is partnering with owners and executives who believe in the future of their company and have the desire to be an industry leader.



Holbrook Service

• United States
• Facilities Services
• 1 - 100 Employee

• VP of Finance and Operations

  • Jan 2014 - Mar 2015

  Greater Salt Lake City Area Oversaw the financial performance of Holbrook Service and Holbrook Servco, including management of the accounting staff. Was responsible for all processes related to the financial direction of the companies, including internal controls. Submitted financial performance of companies to CEO and owners, including overall performance review, forecasting and business strategy. Worked with financial institutions and financial market to secure working capital as needed in addition to annual line… Show more Oversaw the financial performance of Holbrook Service and Holbrook Servco, including management of the accounting staff. Was responsible for all processes related to the financial direction of the companies, including internal controls. Submitted financial performance of companies to CEO and owners, including overall performance review, forecasting and business strategy. Worked with financial institutions and financial market to secure working capital as needed in addition to annual line renewals. Oversaw the day to day operations of Holbrook Service, including management of staff. Overhauled the sales team for 2015, including the sales structure and commission plan. Managed the sales team to reach goals, train on relationship building with clientele, and source new opportunities. Led management meetings and presentations. Involved in all aspects of management related to hiring, disciplining, and termination of staff. Show less


Start Up Park City
• United States
• Investment Management
• Advisor

  • 2015 - 2015


Bank of Utah

• United States
• Banking
• 200 - 300 Employee

• Vice President/Relationship Manager

  • May 2012 - Jan 2014

  Greater Salt Lake City Area Managed a business portfolio of loans. Underwrote complex credit facilities, including term real estate, working capital lines, equipment and letters of credit. Analyzed company financial data to evaluate the historical performance of the business. Consulted with owners to discuss strengths and weaknesses of the company. Drove the growth of the portfolio through managing the relationship of the existing book, networking, and by calling on prospective clients. Partnered with treasury… Show more Managed a business portfolio of loans. Underwrote complex credit facilities, including term real estate, working capital lines, equipment and letters of credit. Analyzed company financial data to evaluate the historical performance of the business. Consulted with owners to discuss strengths and weaknesses of the company. Drove the growth of the portfolio through managing the relationship of the existing book, networking, and by calling on prospective clients. Partnered with treasury management, the trust department, and private banking to help clients receive an overall benefit from their banking relationship. Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Senior Relationship Manager

  • 2004 - 2012

  Greater Salt Lake City Area Responsible for managing a business portfolio with. Performed credit underwriting on multiple types of facilities, including long term commercial real estate, lines of credit, equipment financing, and letters of credit. Sold treasury management products and managed portfolio deposits. Analyzed the financial data of businesses and consulted with the owners on the strengths and weaknesses of the company as related to overall performance. Successfully partnered with multiple areas of the bank… Show more Responsible for managing a business portfolio with. Performed credit underwriting on multiple types of facilities, including long term commercial real estate, lines of credit, equipment financing, and letters of credit. Sold treasury management products and managed portfolio deposits. Analyzed the financial data of businesses and consulted with the owners on the strengths and weaknesses of the company as related to overall performance. Successfully partnered with multiple areas of the bank including, treasury management, equipment financing, SBA, insurance services, merchant services, private banking, and payroll services. Show less



University of Utah Hospitals and Clinics

• United States
• Medical Practices
• 1 - 100 Employee

• Patient accounting

  • 1995 - 2000

  Greater Salt Lake City Area