Building and growing Cache Valley Bank's presence throughout Salt Lake and Utah with a focus on commercial, real estate, small business lending and cash management services.

Financial and industry analysis of the US REIT (Residential, Storage, and Office) and CRE Services industries. Provide investment recommendations on 25 US REIT and CRE Services stocks. Create, develop, and write industry and company research reports. Analyze financial statements, create financial models and an investment framework to provide investment recommendations to institutional investors.

Started and manage Global Investment Research team of 27 people in the Salt Lake City office.Train, mentor, and develop new investment research analysts in Salt Lake City, Bangalore India, and Singapore.Developed skills assessment and global mobility program for incoming analysts. Member of Goldman Sachs Salt Lake City office senior leadership councilManage day to day operations for Investment Research division in Salt Lake CityRecruit new analyst class

Perform detailed analysis of the North American paper/forest products, specialty packaging, and waste services industries and currently provide investment recommendations for 28 stocks across three sectors: paper/forest products, specialty packaging, and waste services Create, develop, and author industry and company research reports that analyze industry supply/demand trends, forecast commodity price outlook and industry performance Analyze financial statements, create detailed financial models, develop investment themes, and perform valuation analysis on 15 North American paper & forest products companies, 8 specialty packaging companies, and 5 waste services companiesCompile and synthesize industry data and company specific news and assess the impact to the paper and forest products, specialty packaging and waste services industries and equitiesSuccessfully identified changes in industry secular growth through detailed analysis of industry dataMarket investment ideas and industry themes to global institutional investors; develop strong relationships with leading global institutional investors Work with colleagues in Brazil and London to develop a coordinated view on global pulp marketsReceived Best on the Street award from The Wall Street Journal for stock picking in 2006 and 2010Awarded #1 Earnings Estimator by Starmine in 2004, 2005, 2007; #3 in 2006 and 2008 Effectively manage 4-person global team to grow our research franchise from 12 companies within one sector to 28 companies across three sectorsSuccessfully mentored and trained three financial analysts within my team that were successfully promoted to associate positions; Mentored and trained two summer interns that received full-time offersMentor and coach three investment research colleagues and team membersParticipated as a member of the Brigham Young University campus recruiting teamChartered Financial Analyst; Series 7, 63, 86, and 87 registered representative.

Analyzed financial, statistical and compliance performance for a 250 person inbound sales group, which answered 250,000 calls per month generating $9 million in revenue.Designed and implemented internal audits to ensure compliance with internal controlsCompiled, analyzed, and communicated department financial data and trends to division management

Volunteer missionary in the North Carolina Charlotte mission (70-90 hours per week).