1. I am an energetic and reliable business professional with over 20 years of multi-function experience in fast paced,
dynamic, professional environments in business of all sizes, and in a variety of industries and locations.
→ I am a skilled strategist and effective negotiator. As the Director of Logistics, Planning and HR at Bohme, a regional apparel
company, I negotiated a new payroll contract, cutting fees by over 40%. I also negotiated and implemented a new healthcare
insurance plan that saved the employee-portion of healthcare costs by over $2,500 annually while simultaneously decreasing
corporate-share of costs. I also negotiated new shipping agreements that saved over 20% annually.
→ I am an experienced relationship builderand deal closer. At PrizePoints, I increased the number of clients by 160% during
2016. As the Senior Vice President and Regional Manager at NMS Capital, a billion+ dollar investment firm based in Beverly
Hills, I recruited and established the Intermountain region. In our first year, my team raised over $200 million and increased
investment banking clients by 20%. During my 13 years at Fidelity Investments, I led teams of 40+ professionals. I received the
MVP and Shining Star awards and was ranked in the top 5%.
→ I am able to implement creative processes that contribute to the bottom line. As a Director at Bohme, I used the principles of
Kaizen and LEAN to create new warehousing processes that increased revenue take by over 13% and created an additional an-
nual turn on inventory. I also decreased labor costs in my departments by 44% through operational efficiency.
→ I love to work hard, and I enjoy traveling. As a Partner at QZ Service Company, I have conducted business on four conti-
nents. I have provided project management, corporate structure, business planning, and operational support in a variety of indus-
Boy Scouts of America
Local community service
Cystic Fibrosis Foundation
Salt Lake Olympic Games
Aspire Lease and Factor (2016), VP Sales/Operations, Salt Lake City, Utah. Aspire provides asset backed financing ser-
vices to businesses of all sizes and all industries. As a direct originator, Aspire provides world class service to vendor and cus-
tomers alike. Specific solutions include equipment leasing, receivables factoring, purchase order financing, operating capital,
floor plans, inventory financing, working capital loans, SBA loans, and commercial real estate lending. I am responsible for
business development, origination, sales, financial projections and office management.
PrizePoints (2016), Sales Director and Regional Operations Manager, Salt Lake City, Utah. PrizePoints creates shop-
local customer loyalty marketing programs. I established our Salt Lake office in 2016. I increased the number of firm clients by
160% and firm revenue by over 200%. I am responsible for business development, operations, sales and local strategy.
Bohme (2012 – 2015), Director, Human Resources, Logistics and Planning, Sandy, Utah. Bohme is a boutique fast-
fashion, woman’s clothing chain with locations in nine states. As one of two directors, I reported directly to the CEO. My re-
sponsibilities were broad and included HR, warehouse operations, inventory control, planning, and financial projections.
NMS Capital (2011 – 2012), Senior Vice President, Regional Manager, Beverly Hills, California. NMS Capital is an in-
vestment banking and management firm with over $1 billion under management and experience with over 20 IPOs. I was the
Regional Manager for the Intermountain Area and was responsible for recruiting, training and establishing a sales and manage-
ment team. I also was accountable for sales, investment management, IB services, and client relations for my region.
QZ Service Company (2009 – present), Consultant, Salt Lake City, Utah. QZ Service Company provides business con-
sulting in operational efficiency, corporate structure, logistics, and business planning. Highlights include: Organizational re-
vamp for operations of an indigenous peoples fund, marketing plan for a Caribbean resort property, stress testing for a media
fund, and operational structure and business strategy for a Ghanaian mining company. I conducted business on four continents.
Bennett Ross (2010 – 2011), Principal Investment Consultant, Fort Worth, Texas. Bennett Ross is a national boutique
investment company. My duties included client development, investment review and transaction structuring. Primarily involved
with private equity investments and structured finance opportunities. I was the investment adviser for 3 private hedge funds.
Westmill Development (2008 – 2011), Director, Salt Lake City, Utah. A real estate development firm, I was responsible
for the acquisition and development of residential properties, including pro formas, business plans, marketing, and financing.
Fidelity Investments (1995 – 2008), Senior Investment Consultant, Salt Lake City, Utah. During my 13 years with Fideli-
ty, I held numerous roles and responsibilities. I managed sales teams and was accountable for their training, production, efficien-
cy and for the establishment and attainment of all metrics. I received awards for sales production and leadership.
Travelling, spicy food, watching football with my family,
rough-housing with my kids, road trips, meeting people, new
cultures, history, fast cars, surfing, good books, and ice cream.