As a transformational CEO with a demonstrated high-level aptitude for seizing growth opportunities throughout the financial sector, I have wide-ranging experience bolstering core product offerings and extending market penetration while driving strategic initiatives to achieve organizational elevation. A devoted and influential leader, I leverage my technological expertise and established customer base to develop customized financial solutions.I have a talent for identifying and addressing business challenges, tapping into new revenue sources, and further solidifying market positioning. I enjoy leveraging my unique skill set to pioneer new market segments while making significant industry breakthroughs. Below is a selection of the top accomplishments from my career at Assure:• Leveraging my award-winning entrepreneurial skills to co-create Assure and grow the company from 2 to 200+ employees, from 1 to 2000+ clients, and from $0 to $12B+ AUM. • Directing impactful global outreach efforts, including arranging podcasts, webinars, and live-streamed events, and expanding a quarterly conference from 60 to over 1,000 attendees by executing my strategic planning and hyper-growth initiatives.• Securing a place on various prestigious lists, including a #38 rank on the Utah Business Fast 50 in 2019 and 2022; a #3136 rank on the Inc 5000 Fastest Growing Companies list in 2019 and 2022, which placed Assure among the top 0.24% of all listed companies; and a place on the MountainWest Capital Network (MWCN) Top 100 list in 2018 and 2019.I am excited to expand my professional network and see what the future may hold.