American Fork, Utah, United States
Highly motivated professional with experienced finance and banking background. Currently working with business leaders to make faster, better decisions through better data, information, and insights. Helping them to manage risk through analytical tools and solutions and by providing thought leadership and experience. I have been involved in many facets of banking, including leadership, management, credit administration, CRE underwriting and lending, C&I lending, SBA lending, loan portfolio monitoring and reporting, loan review, appraisal review, asset-liability management, financial management/risk, credit analysis, data analysis, loan documentation, compliance, CRA, regulatory exams, training and presenting, credit risk assessment and mitigation, data/business intelligence, work on various committees, public speaking at national conferences, corporate governance, operational risk management, and more. I hold various certifications and am a lifelong learner with an excellent work ethic, growth mindset, and am results driven. I'm also an adjunct instructor for Utah Valley University, teaching courses on Finance, Technology/Software, Statistics, and Excel. I have held numerous leadership positions on both national and local committees and boards, including various volunteer work.
As a Senior Vice President in banking, I bring extensive experience in driving growth, strengthening client relationships, and leading high-performing teams in a fast-paced financial environment. Throughout my career, I’ve partnered with clients ranging from individuals to large corporations, delivering tailored solutions that align with their goals while ensuring sound risk management and compliance. My leadership style emphasizes collaboration, innovation, and accountability. I am passionate about developing talent, building strong teams, and creating strategies that generate measurable results. I thrive at the intersection of client service, financial strategy, and operational excellence—helping organizations grow while maintaining integrity and trust at the core of every interaction. Key strengths include: Strategic relationship management and business development Risk assessment and credit analysis Team leadership and talent development Delivering client-centric banking solutions across diverse sectors I look forward to continuing to make an impact by driving sustainable growth, fostering long-term partnerships, and contributing to the success of both clients and colleagues.
Helping to provide financial intelligence and analytical tools to help business leaders make better, faster decisions.
• In process to earn the Certified Enterprise Risk Management • In process to earn a Data Science Certificate • Chairman of The Appraisal Foundation Board of Trustees (served 8 years) • Earned the Risk Management Association’s Operational Risk Management Certificate • Speaker/presenter at national banking conference on Credit Culture & Leadership for the Western Bankers Association • Graduated in the top 5% at the Graduate School of Banking at Colorado • Speaker at national credit risk conferences for Moody’s Analytics • Moody’s Analytics Lending Cloud Administration Certificate • Earned the Credit Risk Certification through The Risk Management Association • Earned the Certified Regulatory Compliance Manager through ABA • Certified Community Bank Compliance Officer through ICBA • Graduate of the Executive Development Program through the Utah Bankers Association • Author of numerous articles that appear in national banking periodicals, including ABA’s Bank Compliance Magazine, ICBA’s Independent Banker, WBA’s Western Banker, and The RMA Journal • Nominated by Consumer Financial Protection Bureau to participate on a national regulatory panel • Consumer Data Industry Association, Fair Credit Reporting Act Data User Certificate • Created credit portfolio management dashboards and statistical modeling to enhance credit reporting, risk assessment, and monitoring to provide key insights and better decision making • Instituted a robust Credit Stress Testing & Sensitivity Analysis and Concentration Management • Administer various lending platforms, systems, and functions; interact with vendor relationships • Financial/credit analysis • Lead loan doc group, appraisal review, audit, imaging, etc. • Prepare and present numerous credit portfolio reports for the Board, executives, and regulators Utilize platforms such as Excel, SQL, Microsoft Power BI, and Tableau for data visualization • Implemented workflows and credit structure for more efficiency and better, faster decisions