Experience

Global View Capital Advisors

• United States
• Financial Services
• 100 - 200 Employee

• Partner/Executive Director

  • Jan 2020 - Present

  Greater Salt Lake City Area



DriveHSA, Powered by DriveWealth

• United States
• Financial Services
• 1 - 100 Employee

• Technology Ambassador

  • Mar 2020 - May 2023

  Greater Salt Lake City Area Thrilled to introduce the fabulous technology at DriveWealth to the HSA industry! DriveWealth, the leading FinTech solution for embedded investing, has a great API-based end to end solution for creating, managing, and servicing investment accounts of all types. While created with the goal of enabling the new generation of embedded banking solutions, DriveWealth has delivered exactly what the HSA industry has been missing for decades: a robust, affordable and embedable investing platform! I'm… Show more Thrilled to introduce the fabulous technology at DriveWealth to the HSA industry! DriveWealth, the leading FinTech solution for embedded investing, has a great API-based end to end solution for creating, managing, and servicing investment accounts of all types. While created with the goal of enabling the new generation of embedded banking solutions, DriveWealth has delivered exactly what the HSA industry has been missing for decades: a robust, affordable and embedable investing platform! I'm so excited to bring this cutting edge technology to the HSA industry. Show less



HealthEquity

• United States
• Financial Services
• 700 & Above Employee

• SVP of Strategic Partnerships

  • Mar 2013 - Feb 2017

  Draper, Utah Helping major national and regional Health Plans and TPAs nationally to maximize the success of their CDH offerings. Responsible for partners representing 70% of HealthEquity's total revenue.

• Chief Information Officer / Chief Technology Officer

  • Apr 2005 - Mar 2013

  Draper, Utah Responsible for the development and operation of the world's leading HSA administration platform. Oversaw technology growth supporting several thousand accounts to over 2.4 million accounts and asset management from $2M to $5B and growing HealthEquity as a Fin Tech company from startup to industry leader. Efforts included integration with 60+ health plan software systems for the exchange of enrollment, eligibility and claims data, and integration with banking systems for deposits, withdrawals… Show more Responsible for the development and operation of the world's leading HSA administration platform. Oversaw technology growth supporting several thousand accounts to over 2.4 million accounts and asset management from $2M to $5B and growing HealthEquity as a Fin Tech company from startup to industry leader. Efforts included integration with 60+ health plan software systems for the exchange of enrollment, eligibility and claims data, and integration with banking systems for deposits, withdrawals and investments, all from disparate, often proprietary data formats. About 50% of current business came from the successful technology integration of three acquisitions of industry competitors. Primary differentiator is how the software enables key information to be available and usable to 24x7 customer service agents. Also responsible for aligning technology team members to business objectives, maintaining close relationships with internal operations experts, to define and build industry leading platform.



eBusiness Software Consulting

• CTO, Founder

  • Jun 2001 - Apr 2006

  Designed and developed custom large enterprise internet applications that were tightly integrated with existing, proprietary business systems. Personally designed and implemented new portal for all Intermountain Health Care (IHC) insurance brokers to coordinate insurance sales, company renewals, new hires and terminations through paperless office solution, reducing sales costs at IHC by 25 percent for small Group and Individual business. Defined the strategy to move from paper/mail solution… Show more Designed and developed custom large enterprise internet applications that were tightly integrated with existing, proprietary business systems. Personally designed and implemented new portal for all Intermountain Health Care (IHC) insurance brokers to coordinate insurance sales, company renewals, new hires and terminations through paperless office solution, reducing sales costs at IHC by 25 percent for small Group and Individual business. Defined the strategy to move from paper/mail solution to entirely online solution, ultimately adopted as the exclusive enrollment system. Also implemented HIPAA compliant solution for online patient eligibility and claims reviews. Show less



Evergreen Internet, Inc.

• CTO

  • 1999 - 2001

  Developed commercial framework of e-commerce software components. Responsible for framework architecture and migration strategy of product from CORBA to J2EE distributed component model. Successfully identified evolving market needs and realigned products and services accordingly, including overhaul of company organizational structure. Responsible for creating a software product division in a company that historically only provided contract services. First product release led to $7M first… Show more Developed commercial framework of e-commerce software components. Responsible for framework architecture and migration strategy of product from CORBA to J2EE distributed component model. Successfully identified evolving market needs and realigned products and services accordingly, including overhaul of company organizational structure. Responsible for creating a software product division in a company that historically only provided contract services. First product release led to $7M first year sales and acquisition offer of $60M by a major platform vendor. Show less



Novell

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Sr. Product Manager

  • 1993 - 1999

  Responsible for Novell’s Java infrastructure and the Open Solutions Architecture (OSA) SDK, an initiative designed to attract new developers to the NetWare platform. Product responsibility included Novell’s JVM, JIT, XWindows GUI, CORBA ORB, Trader and distributed object technologies including Java RMI and CORBA IIOP.