Senior Consultant – Software, Retail & Acquisitions
Experience
SENIOR CONSULTANT
Shaw Systems, Houston TX, Richmond VA 2016 – Present
Shaw Systems develops loan software for North American banks and financial institutions, providing software for seven out of the ten largest US banks. Working with the client’s top management, analyze and strategize complete replacement of current financial software including improvement of most business processes and controls to state of the art.
VICE PRESIDENT
Zions Bancorp, Salt Lake City, UT 2008 – 2016
Department Systems Manager of all troubled loans for the six banks (Amegy Bank of Texas, Vectra Bank of Colorado, National Bank of Arizona, Zions First National Bank, Nevada State Bank, California Bank and Trust) in the Bancorp.
CHIEF EXECUTIVE OFFICER\PUBLISHER
Connection Publishing, Inc. (Novell Connection Magazine), Provo, UT 1992-2008
Monthly magazine targeted to computer networking professionals world-wide with over 170,000 subscribers.
- Responsible for all business aspects of the publication.
- Directed day-to-day operations including advertising force management, contract negotiations, marketing promotions, circulation management, printer contracts, web site, company computer networks and legal engagements.
- Managed all financial and accounting functions including treasury, stock issues, cash management, accounting personnel, CPA engagements, and banking relationships.
DIRECTOR\PUBLISHER
Novell, Inc., Provo UT 1992-1998; Computer networking company
Director of End-User Services; Publisher of NetWare Connection Magazine
- Directed end-user technical support programs and marketing and to IT professionals world‑wide who administered Novell networks within their companies. Traveled extensively throughout the world.
- Responsible for large technical conferences and events world-wide.
- Published monthly publication of “NetWare Connection” magazine. (See description above.)
CHIEF FINANCIAL OFFICER
MiniWorld Inc., Provo, UT 1990-1992; Manufacture/retail of children’s clothing
- Direct responsibility for management of financial and information technology areas of MiniWorld, including cash management, accounting personnel, CPA engagements, contracts, and IT services.
VICE PRESIDENT OF ACQUISITIONS & DEVELOPMENT
Extra Space Development Inc., Cambridge, MA; Chicago, IL 1985-1990
- Project management responsibility for the acquisition and development of large mini-storage facilities as well as other commercial estate developments such as hotels and breeder warehouses.
- Managed all aspects of negotiations for corporate real estate loan needs.Negotiations included over $20,000,000.00 in commercial real estate loans.
SENIOR FINANCIAL ANALYST; SYSTEMS AND DATA PROCESSING
American Express Company, N.Y.C., Salt Lake City 1981‑85
- Responsible for financial analysis and budgeting of Systems and Data Processing department which had a budget of over $25,000,000.
- Project initiation for developing performance and cost reports for all operations areas of Travelers Cheque, including the development of performance standards and unit costs of all components.
- Initiated or reviewed all projects having to do with personal computers and coordinated user‑community efforts throughout Travelers Cheque Headquarters. Projects include the computerization of the Headquarter budgeting system of over $50 million, designing and implementing a database to track the in-house and external training for over 1,500 employees.
Education
MASTERS OF BUSINESS ADMINISTRATION
Brigham Young University, Provo, Utah 1981
- Member; Beta Gamma Sigma, Honorary Society of Business Management
- Dean’s List (Top 5% of Graduate School of Business).
BACHELOR OF SCIENCE
Brigham Young University, 1978
Major: Accounting Composite Minor: Economics and Business Management
Additional
SKI INSTRUCTOR: Sundance; Snowbird Utah.
STUDENT REPRESENTATIVE: Scholarships and Awards Faculty Committee, B.Y.U.
