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Professor (Lecturer), Finance Department
Honors & Awards
- 2012 Outstanding Professor.
Beta Epsilon Chapter of the Sigma Chi Fraternity,
11/2012
In the Media
Professional Service
- Academy of Financial Services.
Session Chair.
10/2014 - 10/2014
- Academy of Financial Services.
Session chair.
10/2013 - 10/2013
- Academy of Financial Services.
Program Committee Member and multiple session chair.
04/2011 - 10/2011
- Academy of Financial Services.
Session Chair x2 and Discussant x 2.
09/2010 - 10/2010
- International Journal of Business and Economics.
Ad Hoc Referee.
01/2010 - 12/2010
- Academy of Financial Services.
Role: Chair.
Session Chair, Discussant.
2009 - 2009
- Academy of Financial Services.
Board Member.
2008 - 2009
- Academy of Financial Services.
Role: Board Director.
Board Director.
2008 - 2009
- Financial Management Association.
Role: Session Chair, Discussant.
Session Chair, Discussant.
2008 - 2008
- Academy of Financial Services.
Program Committe; Session Chair.
2006 - 2006
- Financial Services Review.
n/a .
2006 - 2006
- Academy of Financial Services.
Role: Member.
Organizing Committee 2002-07.
01/2002 - 10/2009
Internal Service
- Finance Club.
Faculty Advisor,
01/01/2023 - 12/31/2023.
College service.
- Week on Wall Street, training sessions and trip.
Co-Faculty,
01/01/2023 - 05/15/2023.
College service.
- Finance Career Conference.
Faculty Lead,
01/01/2023 - 03/15/2023.
College service.
- Wall St Week (interviews & selection for 2023).
Co-Faculty,
10/01/2022 - 12/31/2022.
Department service.
- Finance Club.
Faculty Advisor,
01/01/2022 - 12/31/2022.
College service.
- Finance Career Conference.
Faculty Lead,
01/01/2022 - 03/15/2022.
College service.
- Finance Club.
Faculty Advisor.,
01/01/2021 - 12/31/2021.
College service.
- Departmental Exam re-write for online.
Faculty Lead,
03/01/2020 - 12/31/2020.
Department service.
- 3050/4070 redesign ad-hoc committee.
Member,
01/01/2020 - present.
Department service.
- Finance Club Faculty Advisor.
Faculty Lead,
01/01/2020 - 12/31/2020.
College service.
- Week on Wall St Prep sessions (Trip postponed).
Co-Lead,
01/01/2020 - 04/30/2020.
College service.
- Finance Career Conference.
Faculty Lead,
01/01/2020 - 03/31/2020.
College service.
- Dept 3040 Exam. Writing/Grading.
Chair,
03/31/2019 - 12/31/2019.
Department service.
- Finance Club.
Faculty Advisor,
01/01/2019 - 12/31/2019.
College service.
- Employer Relations. Resume, Interview Prep. Emerging Finance Professional employer trips.
Faculty Advisor/Student Counselor-,
01/01/2019 - 12/31/2019.
College service.
- Week on Wall St Prep and Trip.
Co-Lead,
01/01/2019 - 05/25/2019.
College service.
- Finance Career Conference.
Faculty Lead,
01/01/2019 - 03/31/2019.
College service.
- Dept 3040 Exam. Writing/Grading.
Chair,
04/01/2018 - 12/28/2018.
Department service.
- Employer Relations. Resume, Interview Prep, Employer Contact.
Employer Contact/Student Counselor,
01/01/2018 - 12/31/2018.
College service.
- Finance Club.
Faculty Advisor,
01/01/2018 - 12/31/2018.
College service.
- Week on Wall St Prep and Trip.
Co-Lead,
01/01/2018 - 05/25/2018.
College service.
- Finance Career Conference.
Faculty Lead,
01/01/2018 - 03/29/2018.
College service.
- Dept 3040 Exam. Writing/Grading.
Chair,
08/31/2017 - 12/31/2017.
Department service.
- Employer Visits.
Faculty Lead,
08/22/2017 - 12/15/2017.
College service.
- Finance Career Conference.
Faculty Lead,
02/01/2017 - 03/31/2017.
College service.
- Employer Relations.
Resume, Interview Prep, Employer Contact,
01/01/2017 - 12/31/2017.
College service.
- Finance Club.
Faculty Advisor,
01/01/2017 - 12/31/2017.
College service.
- Week on Wall St Prep and Trip.
Co-Lead,
01/01/2017 - 05/20/2017.
College service.
- Dept 3040 Exam.
Chair,
08/22/2016 - 12/31/2016.
Department service.
- Employer Visits.
Faculty Lead,
08/22/2016 - 12/30/2016.
College service.
- Finance Career Conference.
Sales and Trading Speaker,
03/01/2016 - 03/31/2016.
College service.
- Finance Club.
Faculty Advisor,
01/01/2016 - 12/31/2016.
College service.
- Employer Relations.
Resume, Interview Prep, Employer Contact,
01/01/2016 - 12/31/2016.
College service.
- Week on Wall St Prep and Trip.
Co-Lead,
01/01/2016 - 05/15/2016.
College service.
- Employer Visits.
Faculty Lead,
09/01/2015 - 02/29/2016.
College service.
- Career Expo at DESB, Major Expo at Union, Table Events.
08/24/2015 - 12/15/2015.
College service.
- Week on Wall St.
Co-Lead,
03/14/2015 - 03/21/2015.
Department service.
- Departmental Exam.
Chair. Editor. Grader. Proctor. ,
03/01/2015 - 12/31/2015.
Department service.
- Finance Club.
Faculty Advisor,
01/01/2015 - 12/31/2015.
College service.
- Study Abroad (China, Germany).
Faculty Contact,
01/01/2015 - 12/20/2015.
College service.
- Finance Career Conference.
Faculty Lead, Speaker,
01/01/2015 - 03/20/2015.
College service.
- Departmental Exam.
Chair,
11/2014 - 12/2014.
Department service.
- MSF Preview day.
11/2014 - 11/2014.
College service.
- International Student Club, Finance Club.
Speaker,
10/2014 - 11/2014.
College service.
- Career Expo at DESB, Major Expo at Union, Table Events.
09/2014 - 10/2014.
University service.
- Finance Club .
Faculty Advisor,
08/2014 - 05/2015.
College service.
- Week on Wall St.
Faculty Co-Lead,
05/2014 - 05/2014.
Department service.
- Departmental Exam.
Panel chair,
12/2013 - present.
Department service.
- Fin 3050 curriculum rewrite.
Lead,
09/2013 - 12/2013.
Department service.
- Career Expo.
Finance Major Recruiting,
09/2013 - 09/2013.
College service.
- Finance Club.
Faculty Advisor,
08/2013 - 05/2014.
College service.
- MSF Recruitment.
Guest Lecturer,
01/2013 - 12/2013.
College service.
- SWJTU (China).
Faculty and student host,
01/2013 - 12/2013.
College service.
- Scholarship Committee.
Member,
01/2013 - 07/2013.
College service.
- Wall Street Week.
Faculty Advisor,
01/2013 - 03/2013.
College service.
- Co-wrote/graded department exam.
11/2011 - 12/2011.
Department service.
- DESB, MBA Accreditation.
Member,
2009 - 2009.
College service.
- DESB, Scholarship Committee.
Member,
01/2008 - 12/2011.
College service.
- DESB, Honors Thesis.
Member,
01/2008 - 12/2011.
College service.
- DESB, Auxiliary Faculty Review.
Member,
2007 - 2007.
College service.
- DESB, New York student trip.
Member,
2007 - 2007.
Department service.
- Journal of Risk and Insurance, Referee.
2006 - 2007.
Other service.
- Journal of Financial and Quantitative Analysis, Ad Hoc Referee.
2006 - 2006.
Other service.
- DESB, UGCC.
Member,
01/2006 - 12/2011.
College service.
- Holladay-Lions Community Center, Kids' Soccer.
Asst. Coach,
2005 - 2007.
Other service.
- Financial Service Review.
Referee 2004, 05,
2004 - 2007.
Other service.
Community Partnership
- Tree Utah, Planting thousands of tree seedlings on Wasatch Front.
05/31/2019 - 09/30/2019
- Maintain contacts/Meetings with local business leaders from Beneficial Life, A. G. Davidson, Alta Capital, Zionsdirect.
09/2014 - 04/2015