Experience

Initiator.co

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • May 2023 - Present

  We help businesses and real estate projects navigate the right type of financing (lending) solutions because recommendations and providers should be given based upon industry, size, need for money and timing.

• Founding Partner

  • Oct 2022 - Jun 2023

  We help entrepreneurs navigating funding growth providing a neutral perspective of all the options available. There has been a renaissance in lending options over the past 5 years, but no neutral parties to help entrepreneurs navigate it. Initiator helps entrepreneurs navigate these options at no additional cost to them. Debt and financing when understood can facilitate sustainable growth or even solve temporary cash flow needs.



TribeAngels

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Founder / Partner

  • Sep 2021 - Present

  Pleasant Grove, Utah, United States TribeAngels is a hyperlocal membership network of accredited investors (initially in Utah). Our purpose is to deeply connect investors throughout the local ecosystem and support pre-seed founders, specifically one per month.



Aingel Investments

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Managing Partner

  • Nov 2022 - Present

  Our mission is to connect the right investors with the right businesses. We are a one-of-a-kind hybrid between an aligned co-investor and a founder’s advocate. We provide fundraising guidance to founders, then commit our own capital to the deal. In contrast to conventional finders, who hold their hands out to collect finder’s fees from cash-strapped entrepreneurs or wary investors, we charge no brokerage or management fees. Instead, we align our interests with both investors and founders by… Show more Our mission is to connect the right investors with the right businesses. We are a one-of-a-kind hybrid between an aligned co-investor and a founder’s advocate. We provide fundraising guidance to founders, then commit our own capital to the deal. In contrast to conventional finders, who hold their hands out to collect finder’s fees from cash-strapped entrepreneurs or wary investors, we charge no brokerage or management fees. Instead, we align our interests with both investors and founders by co-investing alongside the lead investor and participating in the carry. We have a goal to build up the ecosystem by supporting founders, teaching angels and working alongside venture capital partners. Show less



Assure

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Director

  • May 2020 - Nov 2022

  Salt Lake City Metropolitan Area I managed the Assure Syndicates division within Assure that facilitated qualified investment opportunities for investors that I brought and connected entrepreneurs to investors that most align with their vision, stage and model. Our goal is to make investment easier. We do not charge entrepreneurs fees or equity. For institutional investors (and angels) we seek to understand your investment strategy and connect you with the deals you would most want to see. Assure Syndicates is a… Show more I managed the Assure Syndicates division within Assure that facilitated qualified investment opportunities for investors that I brought and connected entrepreneurs to investors that most align with their vision, stage and model. Our goal is to make investment easier. We do not charge entrepreneurs fees or equity. For institutional investors (and angels) we seek to understand your investment strategy and connect you with the deals you would most want to see. Assure Syndicates is a of division Assure. Assure has expertise in SPV management, fund services, fund taxes, compliance & CEO services. Show less



Assure Syndicates

• United States
• Venture Capital and Private Equity Principals

• Managing Director

  • Jun 2020 - Oct 2022

  Salt Lake City, Utah, United States Assure Syndicates was created to have someone at Assure speak to the many pitfalls of syndicating their own deals. Team members were meant to complete their own SPV's with their own LP's. Working with the industry of Venture Capital firms in order to increase the Assure relationships and marketing.



Gabb

• United States
• Software Development
• 100 - 200 Employee

• Co-Founder / Senior Vice President

  • Mar 2019 - May 2020

  I made things move at Gabb ... As the second person at Gabb, I built the go-to-market marketing strategy for our product and national launches. Oversaw building the operations for a scalable model from zero to a multi-million dollar direct to consumer business. Oversaw all marketing growth and built out operations in a hybrid role handling Chief Marketing Officer and Chief Operations Officer responsibilities. I focused on the mission to introduce technology in a healthy way for… Show more I made things move at Gabb ... As the second person at Gabb, I built the go-to-market marketing strategy for our product and national launches. Oversaw building the operations for a scalable model from zero to a multi-million dollar direct to consumer business. Oversaw all marketing growth and built out operations in a hybrid role handling Chief Marketing Officer and Chief Operations Officer responsibilities. I focused on the mission to introduce technology in a healthy way for this rising generation. We created a business model to perpetuate this solution throughout the country and the world. Show less



Kickstart Fund

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Associate

  • Jul 2018 - Mar 2019

  Greater Salt Lake City Area Handled deep dive diligence, market research and financial modeling for all new and follow-on investments. Managed portfolio company tracking, fund pacing and investor relations (limited partner) reporting Proactively tracked KPI’s for more than 100+ portfolio companies.



Overstock

• United States
• Retail
• 700 & Above Employee

• Senior Product Manager - Mobile Apps

  • Dec 2017 - Jul 2018

  Retail App of the Year in 2018 (Appy Awards) Full P&L responsibility for the mobile app (growth, UX, Dev, hires, providers). Grew the mobile app revenue by 4x in less than 1.5 years. After completely redesigning the mobile app shopping experience our team won the BEST RETAIL APP award by three different organizations. Added UX team and oversight of all designs. Completed an app redesign that increased conversion by >9% and while also improving retention by… Show more Retail App of the Year in 2018 (Appy Awards) Full P&L responsibility for the mobile app (growth, UX, Dev, hires, providers). Grew the mobile app revenue by 4x in less than 1.5 years. After completely redesigning the mobile app shopping experience our team won the BEST RETAIL APP award by three different organizations. Added UX team and oversight of all designs. Completed an app redesign that increased conversion by >9% and while also improving retention by 17%. Facilitated the marketing growth for paid app downloads Launched our Augmented Reality feature on the Overstock App.

• Product Manager - Mobile Apps

  • Aug 2017 - Dec 2017

  Work with IOS and Android development teams to create the roadmap for our mobile apps Cross functional responsibilities to coordinate growth, develop strategies and communicate with executive team. P&L responsibilities over team performance

• Senior Product Analyst

  • Jun 2017 - Jul 2017

  Midvale, UT App specific analytics for customer insights regarding customers, retention, product, marketing and conversion Scrum master for the app team removing obstacles to ensure the development team can perform without obstacle Act as the team liaison to communicate to senior leadership the progress, plans and strategy for the overstock app ensuring their support and buy-in



Savage

• United States
• Truck Transportation
• 500 - 600 Employee

• Senior Associate - Corporate Development

  • Dec 2015 - Jun 2017

  Greater Salt Lake City Area Closed greater than $350M in acquisitions in less than 3 years. Handling diligence, modeling, sourcing, pipeline management and cross team coordination in integration. Initiated conversations for acquisitions and operating partnerships with financial institutions and acquisition targets Developed company strategy for many white space opportunities and helped to facilitate divisional strategy process for existing lines of business ("units") Financial modeling and acquisition… Show more Closed greater than $350M in acquisitions in less than 3 years. Handling diligence, modeling, sourcing, pipeline management and cross team coordination in integration. Initiated conversations for acquisitions and operating partnerships with financial institutions and acquisition targets Developed company strategy for many white space opportunities and helped to facilitate divisional strategy process for existing lines of business ("units") Financial modeling and acquisition due diligence Coordinated the company wide development efforts under the direction EVP of Marketing & Development. Built the company wide reporting for the senior leadership and board through a Salesforce integration across a company with 2,000+ employees. Handled new market research and thorough analysis for specific projects under the direction of EVP of Corporate Development & Chief Financial Officer

• Analyst - Corporate Development/Acquisitions

  • Sep 2014 - Dec 2015

  Midvale, UT Engaged potential acquisitions and business development that will add value to savage services and the mission of the company. In order to do so I act in the following responsibilities: Built relationships from scratch with potential acquisitions targets. Handled initial conversations about their business, introduce our acquisition interest and see if our goals align. Drove due diligence of new entity / potential acquisition Provided management presentations and research… Show more Engaged potential acquisitions and business development that will add value to savage services and the mission of the company. In order to do so I act in the following responsibilities: Built relationships from scratch with potential acquisitions targets. Handled initial conversations about their business, introduce our acquisition interest and see if our goals align. Drove due diligence of new entity / potential acquisition Provided management presentations and research to prove the value each specific acquisition would add (market research, projected results, synergy opportunities, create growth strategy and review potential risks associated with the acquisition). Create financial models to provide valuation and pro forma entity analysis Assist head of corporate development in the negotiation process with each acquisition



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Operations Analyst

  • Jul 2013 - Sep 2014

  Greater Salt Lake City Area Handled onboarding of all institutional investors into the Goldman Sachs securities investments Developed new process to assure 100% compliance in initial onboarding process, which is required by FINRA's new regulation 2111 & 2090 ("Know Your Customer"). Managed due diligence for United States, European, & Latin America investors (in both Spanish & English) Anti-money laundering prevention was one of the highest priorities of the Goldman Sachs operations due to the new… Show more Handled onboarding of all institutional investors into the Goldman Sachs securities investments Developed new process to assure 100% compliance in initial onboarding process, which is required by FINRA's new regulation 2111 & 2090 ("Know Your Customer"). Managed due diligence for United States, European, & Latin America investors (in both Spanish & English) Anti-money laundering prevention was one of the highest priorities of the Goldman Sachs operations due to the new regulatory oversights Show less



IMG

• United States
• Entertainment Providers
• 700 & Above Employee

• Quantitative Intern / Client Services Representative

  • Jan 2013 - Apr 2013

  Provo, Utah Area Managed and created statistics to provide quantifiable value for any advertising, customer fulfillment, & customer specific sales pitches Interacted with audience & sponsors to assure satisfaction during the game day experience Regularly assigned new projects every week Photographer for in-game product viewership



Brigham Young University

• United States
• Higher Education
• 700 & Above Employee

• Sports Marketing Intern

  • Aug 2011 - Mar 2013

  Provo, Utah Area Took on individual games to create marketing plan, create awareness, and generate larger attendance Coordinated game-day corporate tailgate activities for 2012 Football season handling logistics and customer experience Implemented corporate marketing designs and handled logistics during sporting events (specific focus on Women's Volleyball, Women's Basketball)

• Statistics Tutor - Collegiate Athletes

  • Sep 2012 - Dec 2012

  Provo, Utah Area Helped collegiate athletes to understand statistics for coursework Assisted each athlete to achieve a grade of B- or higher



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Operations Summer Analyst

  • Jun 2012 - Aug 2012

  Greater Salt Lake City Area Successfully achieved GS compliance with the new government regulation for LTID (Large Trader Identification) Worked with team of peers to create and test a reference platform for the trader identification



Brigham Young University

• United States
• Higher Education
• 700 & Above Employee

• Teaching Assistant (Statistics)

  • May 2011 - Apr 2012

  Provo, Utah Area Taught 40 student sections of the general statistics course once a week to improve application and understanding Taught technical content to a non-technical audience.