Experience

FirstPurpose Wealth

• United States
• Financial Services
• 1 - 100 Employee

• Associate Advisor

  • Jan 2022 - Present

  Orem, Utah, United States



ContraCapital, LLC

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

• Chief Investment Officer and Co-Founder

  • Mar 2018 - Present

  Provo, Utah, United States Research, manage, collaborate and invest in 100+ startup companies. Help guide them to early stability, explosive growth and profitable exits.



GOLDPoint Systems

• United States
• Financial Services
• 1 - 100 Employee

• Director of Origination Implementation

  • Sep 2019 - Jan 2022

  Provo, Utah, United States

• Senior Manager

  • Sep 2014 - Sep 2019

  Provo, Utah Area • Maintain the best experience for all clients in the company, resolve immediate issues quickly, with clear communication and plan of resolution. • Catalyst in resolving product backlog down 75% through implementing new procedures. • Balance multiple high-priority tasks with cross-functional teams through to completion and client satisfaction. • Prioritize ROI, cost and value in product backlog. • Work closely with clients to create user story for sprint. • Manage team of… Show more • Maintain the best experience for all clients in the company, resolve immediate issues quickly, with clear communication and plan of resolution. • Catalyst in resolving product backlog down 75% through implementing new procedures. • Balance multiple high-priority tasks with cross-functional teams through to completion and client satisfaction. • Prioritize ROI, cost and value in product backlog. • Work closely with clients to create user story for sprint. • Manage team of Product Owners and their product backlog progress/impediments.

• Account Management Team Lead

  • Jul 2007 - Oct 2014

  Provo, Utah Area • Work with C-Level Executives to produce, implement and refine adaptive policies and procedures. • Manage product backlog for new requested features. • Resolve implementation issues due to lack of training and procedural adjustments. • Data map client current database, innovate new solutions to implement with upcoming clients. • SQL Query database identifying precise customer marketing characteristics in client reports. • Escalate new stories and make appropriate priorities to… Show more • Work with C-Level Executives to produce, implement and refine adaptive policies and procedures. • Manage product backlog for new requested features. • Resolve implementation issues due to lack of training and procedural adjustments. • Data map client current database, innovate new solutions to implement with upcoming clients. • SQL Query database identifying precise customer marketing characteristics in client reports. • Escalate new stories and make appropriate priorities to development sprints.