Experience

Bridge Dental Group

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• President and Chief Operating Officer

  • Jul 2022 - Present

  Salt Lake City, Utah, United States We are the bridge between private practice and corporate dentistry. Started by a dentist for dentists, our purpose is to maximize practice value with full autonomy while providing management services. We believe that partnering and creating an alliance with dental practitioners brings high-quality patient care and helps the dentist realize their personal, professional, and financial goals.



Saltwater Dental

• Hospitals and Health Care

• Partner

  • Jun 2018 - Present

  Salt Lake City Metropolitan Area



Zions Bancorporation

• United States
• Banking
• 700 & Above Employee

• Senior Vice President - Sales Director of Practice Pathways

  • Oct 2019 - Jul 2022

  Greater Salt Lake City Area Managing the Business development team for Zions Bank and its subsidiaries in the bank footprint (Amegy Bank in Texas, Nevada State Bank, California Bank & Trust, Vectra Bank in Colorado and Commerce Bank in Washington and Oregon) Providing lending solutions for practice financing and real estate financing in the Healthcare space, specifically Dental.

• Vice President - Regional Director

  • Apr 2016 - Oct 2019

  Greater Salt Lake City Area 2019: Booked over $46MM in real estate and practice loans continuing to exceed goals and break records 2018: Lead the Division with $38MM in total loan volume, a record for the group. - Moved from CA to UT opening a new territory and establishing relationships 2017: Within a year, funded the 2nd most loans for having the smallest territory - had the highest amount of dollars funded per capita of dentists within the territory.

• AVP - Relationship Manager-Underwriter/Credit Analyst

  • Mar 2015 - Apr 2016

  Greater Los Angeles Area In 1 year underwrote $26MM in approved loans from $350M-$4MM. Analyzed cash flow and underwrote large multi-practice and single offices for acquisition and refinance. Proficient in Credit and underwriting skills, ability to analyze and read Business Tax Returns, Personal Tax Returns, Credit Bureau Reports, as well as review Personal Financial Statements for the understanding of Cash Flow Analysis.



East West Bank

• United States
• Banking
• 700 & Above Employee

• Business Development Manager

  • Apr 2011 - Jan 2015

  Greater Los Angeles Area From inception generated over $120 million in new loan commitments and generated $330,000 in excess income of a start-up division. Oversaw financing transition and acquisition of 90+ dental practices. Exceeded goals yearly: Goal: $35M Actual 2014: $36M Goal: $30M Actual 2013: $40M Goal: $25M Actual 2012: $34M Lead Business Development with over 40% of all new loan commitments in the first year. Helped Dentists and Vets make a smooth transition to… Show more From inception generated over $120 million in new loan commitments and generated $330,000 in excess income of a start-up division. Oversaw financing transition and acquisition of 90+ dental practices. Exceeded goals yearly: Goal: $35M Actual 2014: $36M Goal: $30M Actual 2013: $40M Goal: $25M Actual 2012: $34M Lead Business Development with over 40% of all new loan commitments in the first year. Helped Dentists and Vets make a smooth transition to ownership and control of cash flow. Specializing in cash-flow lending working predominately with Dentists but also Veterinarians, Pharmacists, Optometrist, and CPA's. Helped integrate technology and web-based applications for a more efficient work atmosphere. Show less



CityDeals.com

• United States
• Advertising Services
• 1 - 100 Employee

• Account Manager

  • Jun 2010 - Jan 2011