PRIVATE SECTOR EXPERIENCE
Current
- Principal, Economics Partners – a Ryan Company, Pleasant Grove office
- Specializes in providing transfer pricing and business valuation services to clients in a variety of industries.
Previous
- Partner, transfer pricing and business valuation firm
- Led the firm’s valuation practice and was actively involved in business valuations for strategic, partnership buy/sell situations, income tax, gift, and estate and financial reporting purposes.
- Substantial accounting and finance experience having been involved with the implementation of two Sarbanes-Oxley certification programs at public companies, advising clients on raising public and private capital offerings, and valuing companies and investment securities.
- Managing Director, equity valuation firm
- Senior Principal, investment banking services firm
- Associate Investment Banker, financial services firm
- Manager, Financial Assurance, e-learning company
- Project Manager, telecommunications company
- Consultant, multinational professional services firm
PUBLICATIONS
Published Papers
- Two Standard and Defensible Approaches for Valuing the Common Stock of Early-Stage, Privately Held Companies That Have Issued Only Common and Convertible Securities, Contributing Author, May 2016
PRESENTATIONS
- Business Valuations, MATTER – Chicago Healthcare Incubator, Invited Presenter, September 26, 2016
- Valuation Overview, Utah Valley University Foundation Investment Managers, Invited Presenter, July 20, 2016
- ESOP Valuations, Knox Capital Exit Planning, Invited Presenter, April 7, 2016
- IRC Section 409A, eShares, Inc., Invited Presenter, March 30, 2015
- Investments Panel: Comparing and Contrasting Direct Investments to Fund-of-Fund Investments, Brigham Young University, Invited Participant, October 31, 2013
- The Latin American Automotive Market, Terrapin Latin American Investment Conference, Invited Presenter, September 27, 2012
- Risk Management Fundamentals, Sprint Corporation, Instructor, 2004–2005
PROFESSIONAL AFFILIATIONS
- American Institute of Certified Public Accountants (AICPA)
EDUCATION/ACCREDITATION
- Master of Business Administration Degree, Finance, Brigham Young University
- Bachelor of Science Degree, Accounting, Brigham Young University
- Accredited in Business Valuation (ABV), AICPA
- Certified Public Accountant (CPA), Commonwealth of Virginia and State of Utah
- Fluent in written and spoken Spanish; working knowledge of Portuguese