Are you…
30 years. 30+ businesses.
Hands-on leader.
I've built and run operations in 17+ countries, from a Nasdaq-listed, multinational BPO to scrappy startups and everything in between.
Need help but not sure exactly what? A fractional COO, AI automation, or a growth push? I build the teams, processes, and technology that get results.
Resume PDF coming soon · Based in Lehi, UT
By the numbers
Range, with receipts.
What I do
Ways I can help, starting now.
Fractional COO
Senior operating leadership without the full-time hire: process, people, P&L discipline.
Lending Portfolio Growth
Software, lead flow, and operations for private lenders. 350+ lenders served.
AI & Process Automation
Agentic AI, CRM, and workflow automation that removes busywork. 400+ RiseHub buildouts.
Marketing Agency Work
Campaigns, funnels, and follow-up systems through Lead Engine Labs.
AI enablement
Your team's know-how, turned into systems that run every day.
I've done this for private lenders and service businesses: turning the manual work that eats a team's week into software, CRM workflows, and AI agents the business runs itself. I can lead the same work inside any company I join or partner with.
It starts with a problem you can name, or with the repetitive work quietly eating your team's week.
Sound familiar?
“Our team re-keys the same data every week.”
Workflow automation and purpose-built software, like EZ Rate Sheet for private lenders' rate sheets. Lenders report saving up to ~15 hrs/week.
“Leads come in, and follow-up falls through the cracks.”
CRM, pipelines, and AI agents that reply, qualify, and book the call, built on RiseHub.ai. 400+ buildouts through Lead Engine Labs.
“We know we should use AI more. We just don't know where.”
Start with one real workflow, build it with the people who do it, then train the team to own it.
How I run it
- 01
Sit with the team
Learn the work from the people who do it every day.
- 02
Map the workflow
Find the named problem, or the repetitive, low-value tasks that don't need a human.
- 03
Build it with real users
Ship working systems early and shape them with the team's feedback.
- 04
Hand off and train
The team owns it, runs it, and keeps improving it.
People first: tools only work when the team owns them.
“They completely transformed our business, eliminating so much wasted time, and keeping all of our systems in sync, making our team more effective and efficient.”
Got one workflow eating your team's week?
Let's talkHow I work
Built for execution and scale.
Where I help most
I don't focus on companies still figuring out strategy or product. I'm most valuable when the product or service is established, the strategy is sound, and the struggle is execution, fulfillment, or scaling fast and well.
I can help earlier-stage teams too, but the hectic world of execution and scale is where my experience pays off most.
People first
Like Jim Collins' “First Who, Then What” in Good to Great, I believe success comes from having and developing the right people, not just the right product. Companies struggle when they hire the wrong people, keep disruptive ones, or don't train and support their teams. Even talented people fail without vision, alignment, skills, motivation, and recognition.
Can I do everything hands-on? Yes. But building high-performing teams is a far more valuable use of my experience than direct task management alone.
Showcase
Things I've built.
Real companies, live today. Click a card for the full tour.
Experience
Been there. Done that.
Three decades, from the contact-center floor to the founder's chair. Tap a role for highlights.
2022–present
- → Started in 2022 as custom tech for HIS Capital, a lending partner and client; relaunched in 2025 as EZ Rate Sheet
- → Software for private lenders
- → 350+ lenders served
TechSalesOps
Education: Utah Valley University (some college)
Contact centers I've run
8 countries at Sento; operations across 17+ countries overall.
Hover a pin
- United States
- England
- N. Ireland
- Scotland
- Netherlands
- France
- South Africa
- India
Skills & tools
Broad and deep.
Every skill comes with a real example.
Tools I use
Project Management
CRMs & Platforms
Lending
Support
Advertising
Outreach
AI & Automation
Dev & Infrastructure
Payments
Partners
HIS Capital Group
A 10-year partner and client. Together we built the Verified Investor Fund marketplace.
Let's talk
Let's find a time.
Do you have a business problem you need help with, or do you need a COO or ops leader? Do you need help with marketing and sales, or fractional help, with AI automation, systems, or scaling sales? Let's chat! Book a call here in my calendar, or just shoot me an email.