Board of Trustees

Board of Trustees 2015 – 2016

Executive Committee

President

Allison Smoot

UBS

Past President

Mark Wilkinson

Pitney Bowes Bank

Vice Chair

Rich Bott

Intermountain Healthcare

Treasurer

Mike Willhard

Worker’s Compensation Fund

Secretary

Monica Rafferty

Coldwell Commercial

Columbus Board Members

Rich Bott

Intermountain Healthcare

Rich-BottRichard Bott is the director of Intermountain Healthcare’s Central Laundry and has served in this position for the past 10 + years. During this time, Richard has also been a key member of the Intermountain Supply Chain leadership team as well as the Intermountain Support Services leadership team. In addition to serving on the Columbus Community board, Rich serves as the CFO on a national Industry board (ALM) as well as a member of an international Industry board (IAHTM). Before Richard joined Intermountain, he served as a medic and nurse in the 328th General Hospital unit of the 96th ARCOM where he worked and trained at Brooke Army Medical Center in San Antonio, Texas and then at Fitzsimons Medical Center in Aurora, Colorado. Richard holds an associates of Nursing Degree from The Academy of Health Sciences, a Bachelor’s degree in Business Management and Health Services Administration from Weber State University and a Master’s Degree in Business Administration from the University of Phoenix. Rich is a native of Utah and lives in Kaysville, with wife Darcie and their four children.

Sean Carroll

Goldman Sachs

Sean-CarrollSean Carroll is a managing director at Goldman Sachs, currently serving as global head of Prime Brokerage Operations, global head of Goldman Sachs Execution & Clearing (GSEC), chief operations officer of GSEC L.P., head of Clearing Operations in the Americas and is also global co-head of Client Clearing Services (CCS); in addition he has oversight of Risk & Control and Regulatory & Tax Operations in Salt Lake City. Sean serves on several Goldman Sachs committees including Operations People Development Committee, the Operations Global Campus Recruiting Committee and the Americas Disability Interest Forum Steering Committee and is co-sponsor of the Salt Lake City Disability Interest Forum. Additionally, Sean serves on the board of SIFMA Operations and Technology Data Management Section. Prior to joining the firm, Sean worked in the clearing business at Morgan Stanley. He graduated from Marist College in 1994 with a BS in Business Administration.

Troy D’Ambrosio

University of Utah Lassonde Entrepreneur Institute Center

Tony-DAmbrosioTroy D’Ambrosio is executive director of the University of Utah Lassonde Entrepreneur Institute Center. Troy has been mentoring students in entrepreneurial activities since 2001. He is the co-founder of multiple start-up companies that have attracted over $500 million in capital. Some of his earliest successes include founding Transworld Telecommunications which was sold to Sprint in 1998 and Convergence Communications which was sold to Lockheed Martin in 2005. He was co-owner and President of D’Ambrosio Chrysler Jeep (sold 2007). He served as the VP of Investor Relations and Corporate Communication for American Stores Company and the Director of Mutual Fund Operations for Wasatch Advisors. He graduated from the University of Utah in 1982 and was named the Ernst & Young Entrepreneur of the Year in 2000, a v100 Technology leader in 2008 and Best in State Educational Program Administrator in 2009.

Jennifer Falk

KRUSE LANDA MAYCOCK & RICKS, LLC

Jennifer-FalkJennifer Falk currently practices family law with Kruse Landa Maycock & Ricks, LLC. Jennifer is an energetic advocate for her clients, and her keen negotiating skills and trial experience are especially relevant in her active family law practice. In her career Jennifer has practiced employment law in both the private and governmental sphere and continues to represent select clients in employment law matters. Jennifer also defends accounting firms, including representation before the PCAOB. She received the 2016 Utah State Bar Mentorship award and was recently recognized by Utah Business Magazine as one of Utah’s 2016 “30 Women to Watch” for many reasons including her creative, compassionate and effective ways of practicing law. She attended Utah State University for her Bachelor’s Degree and was formerly a member of the Advisory board for the College of HASS. She also attended University of Oxford for her Master of Philosophy and University of Utah for her Juris Doctor. Jennifer is a member of the 3rd District Court Pro Bono Committee where she volunteers her legal services to Utah citizens in need of legal representation.

Brian Hackwith

Boeing

Brian-HackwithBrian Hackwith is senior manager of the Boeing Salt Lake Fabrication Division. Brian currently leads the Supplier Management (SM), Materials Management (MM), and Industrial Engineering (IE) functions at Boeing Salt Lake. He joined the Salt Lake leadership team in December 2012. Boeing Salt Lake is a part of Boeing Commercial Airplanes’ Fabrication organization, employing more than 700 employees at three facilities in Salt Lake County, Utah. The team’s manufacturing capabilities include fabrication, assembly and integration of metal and composite airplane components for all commercial airplane models. The team’s supply chain includes suppliers all over the world, including locally within Utah. As the Boeing Salt Lake supply chain leader, Brian represents the site at several enterprise level supply chain forums and represents Boeing to the local supply chain. Prior to assuming his current position, Brian led 787 Change Management support and supply chain recovery. His group supported the commitment of program changes from the Major Structure Partners in Japan, as well as from Systems, Interiors, Propulsion, and miscellaneous component suppliers. He led a group of Change Management representatives that interfaced with Partners, Suppliers, Procurement Agents, and Supply Chain Analysts to implement engineering changes for the 787 program. Brian earned an MBA degree from Northwest University and a bachelor of arts in business management from Whitworth University.

Kristy Chambers

Columbus Community Center

Kristy-ChambersKristy Chambers is Chief Executive Officer of Columbus. Prior to joining Columbus, she served as CEO of Wasatch Homeless Health Care, Inc., better known as Fourth Street Clinic. A certified public accountant for over twenty years, Kristy’s professional background includes public accounting and top level management positions in health care, real estate, retail, and hospitality. Kristy is currently an instructor with the University of Utah Nonprofit Academy and serves on various local and national non-profit boards. She graduated Cum Laude from UCLA with a degree in Economics/Business and has a Master’s in Taxation with honors from the Washington School of Law.

Susan Johnson

American Express

Susan-JohnsonSusan Johnson is senior manager of Customer Advocacy, American Express Global Banking. Susan is an experienced people leader, relationship manager that drives results and delivers efficiencies. She joined American Express in 2004 as a client manager in the Travelers Cheques & Prepaid Services group as well as manager of the Value Add Team, manager of the Enterprise Growth Concierge Team and current senior manager of the Customer Advocacy Team under the Customer Service Office within Global Banking. In 2007, she was a recipient of the American Express Centurion Circle Award. Prior to joining American Express, Susan held various leadership and relationship management roles in telecommunications and HR/recruiting including partner recruiter, director of human resources and director of regulatory affairs. An early career highlight included launching a Prepaid Calling Card business segment when the product was in its infancy. Susan successfully created an entire business unit and brought it to profit within 24 months. In addition, Susan was a recruiter for finance and accounting professionals and found great satisfaction in helping professionals expand their career and achieve professional success. In her spare time, Susan enjoys travel, food, reading, yoga, paddle boarding (and sometimes paddle board yoga), travel and spending quality time with her grown son.

Jill Flygare

Governor’s Office of Economic Development

Jill-FlygareJill Flygare is the Managing Director of Internal Operations at GOED, and she has a background in education, government, and finance, spending fifteen years teaching in the education system before she went to work for the State of Utah. She worked at the University of Utah from 2004-2010 as a clinical instructor, online instructor, and coordinator of Teacher Licensure. Her academic service includes Distance Education Design and implementation of courses; mentoring; and instructing clinical faculty on e-portfolios. She joined the Governor’s Office of Planning and Budget in 2010 where she worked with state agencies to match appropriations with programs; make recommendations to the Governor on budget requests from state agencies; and compile reports and complete cost analysis on employee compensation. From 2014-16 she was the finance director of the Utah Department of Heritage and Arts where she had oversight of the financial team. She joined the Governor’s Office of Economic Development in 2016 as Managing Director of Internal Operations where she oversees management of office operations, compliance, finance teams and she directs policy and procedure. She has a Masters of Certification of Accounting (2015), an Executive Masters of Public Administration (2010); and a Masters of Education (2004) in Instructional Design and Educational Technology; and a Bachelor’s of Arts (1994) in Social Science Composite, Secondary Education, all from the University of Utah.

Randy Hunt

Clearpath Strategies

Randy-HuntRandy Hunt is managing partner of Utah-based Clearpath Strategies, a company that specializes in business acceleration, business and estate de-risking technology, C-level account and executive relationship management, corporate incentive program development and management, and other timely services that assist privately held organizations. Randy has experience in ownership and executive management; business development; C-level client relations; C-level account management; sales and marketing management; strategic planning; risk resolutions; corporate incentive program management; meetings & events management; mergers & acquisitions; private equity funding; and industry consolidations. His services include business development and business acceleration; account management and C-Level client relations; strategy and organizational design; exit and succession planning; risk management, assessment, and EMT (eliminate, mitigate, transfer risk); mergers and acquisitions, tax deferred industry consolidations; corporate incentive programs and meetings and events management; hotel sourcing and contract negotiations; private air charter logistics and contract negotiations; individual and small executive group pre-packaged vacations and events management; and high-end corporate gifts and recognition goods.

Dr. William McMahon

University of Utah Department of Psychiatry

McMahon-WilliamDr. William McMahon is director of the University of Utah’s Autism Outreach Center and past chair of the Department of Psychiatry. He served as chairman of the psychiatry department from 2007 to 2015. Dr. William McMahon has worked to build excellent clinical services and systems of care at the University of Utah. He is board certified in adult psychiatry and in the sub-specialty of child and adolescent psychiatry. He has cared for children, adolescents and adults in inpatient, outpatient and other settings for more than three decades. He has followed his particular interest in developmental disorders, including autism, Tourette’s Disorder and other psychiatric conditions with increased genetic risk, such as suicide and nicotine addiction. Currently, his responsibilities are focused on fostering innovative approaches to diagnosis, treatment and recovery.

Renee McCarvel

Conumer Representative

Renee-McCarvelRenee McCarvel is a consumer representative representing Columbus. Renee has participated in Columbus programs for nearly thirty years, where she has been able to pursue a career and live independently in an apartment. She has worked in various capacities in Columbus Secure Document Solutions and Columbus Production Services. She enjoys socializing with friends and traveling. She has been an articulate spokesperson for Columbus for many years, where she has represented Columbus at various events.

Beth Overhuls

Salt Lake County

Beth-OverhulsBeth Overhuls is the Chief Information Officer for Salt Lake County and proud to be part of an organization that improves the lives of individuals and animals every day. She has implemented organizational and operational improvements, as well as partnered with sister organizations, resulting in resource, cost and time efficiencies. Simultaneously, she is executing innovative initiatives to leverage technology for a better Salt Lake County. She comes to Salt Lake County most recently from CBS Corporation where she built and implemented processes for IT transparency to the business and IT operational efficiency. Prior to CBS, Beth was the Vice President of Business Systems Engineering for Walt Disney Studios where she served as the CIO. At Walt Disney she transformed the IT organization through restructure, training and certification, and development of operational processes. Beth moved to Walt Disney Studios from Warner Chappell Music Publishing where she served as the CIO. Previously, Beth worked at News Corporation for 8 years where she held two positions, the most recent as Divisional CIO for 20th Century Fox Home Entertainment.

Sgt. John Pearce

Utah Transit Autority Police Department

John-PearceSgt. John Pearce has over 24 years of police experience. He has served with the Utah Transit Authority Police since December 2012, and prior to that, he worked for the West Valley City Police Department from November of 1991 to December 2012. He has encountered many search and seizure issues while assigned to special ops and K-9 units. His experience has also included being the acting supervisor during high-risk incidents such as pursuits, stand-offs, officer-involved shootings and incidents involving injured officers or damaged property. Additionally, he has worked with confidential informants. He is familiar with the application of Federal charges and Federal court. He is an experienced field officer with K-9, traffic, special perations, gang, and juvenile units. He is certified in K-9 training and clandestine lab techniques. He has received numerous awards and commendations for meritorious service, distinguished service, and lifesaving, and he has been recognized as supervisor of the year. He is also a parent of a son with autism and a recognized autism advocate. He and his wife are founding parents who helped develop the Spectrum Academy and the Able program. He helped develop the Sierra Cares law enforcement training for officers (https://youtu.be/NHRFqGVAMu4) and he is currently instructing officers through the “Invisible Disabilities” training program (https://youtu.be/0VPXUov2YvA).

Monica Rafferty

Coldwell Banker Commercial

Monica-RaffertyMonica Rafferty is vice president of Commercial Sales and Leasing at Coldwell Banker Commercial. She has more than 20 years of experience in investments, and works with clients to map out a strategy for using commercial real estate to achieve business goals and increase the bottom line. She specializes in negotiating “added value” transactions by analyzing properties and identifying their unique opportunities. Monica was recognized by her peers in the commercial real estate industry when she was voted CCIM of the Year in 2013 and installed as President of the Utah CCIM Chapter in 2015. Her CCIM accreditation verifies Monica’s expertise in evaluating investment and lease terms of all classes of real estate and structuring transactions to maximize their value. Her skills were originally honed as an investment and retirement plan specialist in the securities industry, where Monica held NASD Series 7, Series 6 and Variable Contract licenses. She graduated Summa Cum Laude with a minor in Economics and a major in English and stays on top of economic and financial trends in order to better partner with her clients in establishing their strategies.

Jamie Simons

Consumer Representative

Jamie-SimonsJamie Simons serves as consumer representative on the Columbus board. Columbus has provided vocational training and job coaching for Jamie through the Columbus Supported Employment program. She was honored at the 2014 Dignity through Work event as one of Columbus’s “Outstanding Workers of the Year.” She is currently studying psychology/general studies at Salt Lake Community College and she graduated from East High School as a National Honor Roll student. She has worked at the Salt Lake Community College library and Deseret Industries. She is now working at Target, where she is honing her retail, sales, and customer service skills.

Allison Smoot

UBS Private Wealth Management

Allison-SmootAllison Smoot is senior vice president of Private Wealth Management with UBS. Allison joined UBS Private Wealth Management with Sage Partners in 2012. Allison began her career in the financial industry in 1996. In addition to helping ultra-high net worth individuals and families with wealth and assets ranging from $1 million to $50 million, Allison also advises many business owners, foundations and nonprofit organizations. Allison attended the Wharton School of Business at the University of Pennsylvania to obtain the Certified Investment Management Analyst® designation. CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions. Her other professional designations include Certified Financial Planner®, which include rigorous professional standards for certification, Certified Divorce Financial Analyst®, the leading designation in financial planning for divorce, and Accredited Investment Fiduciary®. Allison believes in giving back to the community. She is president of the Board of Directors for Columbus Community Center, whose mission is to integrate learning disabled adults into the working world. Additionally, Allison has served on the Board of Directors for Playing for Life, whose goal is to raise funds to benefit cancer research, survivor care, and support and treatment for all forms of women’s cancers. She also sat on the board for the Legacy Music Alliance, whose mission is to help build and sustain the Utah music ecosystem. In 2010, Allison was honored by the Salt Lake Chamber of Commerce and Utah Business Magazine as one of Utah’s “Top Thirty Women to Watch.”

Eric B. Storey

Zions Bank

Eric-StoreyEric B. Storey is senior vice president and manager of Corporate Properties for Zions Bank in Salt Lake City, Utah. In that position, he oversees property management, construction/project management, and purchase/leasing of bank properties. He is a licensed Real Estate Broker, Certified General Appraiser, and Continuing Education Instructor in the state of Utah. Eric holds the CPM designation from the Institute of Real Estate Management, the CCIM designation from the CCIM Institute, the SRA designation from the Appraisal Institute, and the DREI designation from the Real Estate Educators Association. He graduated from Weber State College with a Bachelor’s Degree in urban planning, communications, and family studies. Eric is a past co-leader of the IREM faculty. As a member of the IREM faculty, he teaches the FIN 402, ASM 603,604,605, and the MPSAXM Prep. Eric is also a MPSAXM Grader. Mr. Storey is also the founder and CEO of the Equity Capital Institute (ECI). ECI publishes articles and creates financial spreadsheets used to analyze equity positions used in real estate investments. Eric recently co-authored “Profitable Real Estate Analysis, The Capital Puzzle”. Eric is married to April and they have five children. His hobbies include raising Angus beef, playing in a band, and cooking.

Sam Urie

Utah Business

Sam-UrieSam Urie is the publisher of Utah Business magazine, Utah’s only statewide business publication. Prior to assuming the role of publisher, he served two years as advertising director for the publication. Mr. Urie has more than 30 years’ experience driving revenue growth and leading sales teams in multiple industries, including pharmaceuticals, medical equipment, and professional employer organizations. At Utah Business, Mr. Urie has spearheaded the company’s development from a print publication into Utah’s leading source for business news and information in both print and digital formats. He also has built on the company’s portfolio of premiere business events, adding the Utah Healthcare Summit, 20 In Their Twenties and other programs that recognize talented professionals in the state. Mr. Urie is passionate about helping youth succeed and thrive. He has served on the board of directors for the Camp Kostopulos Dream Foundation and for Suicide Prevention Utah as well as the advisory board for Roseman University of Health Sciences, and he has been actively involved in youth athletics. Mr. Urie is a favorite guest speaker at the University of Utah David Eccles School of Business and Salt Lake Community College in undergraduate courses in marketing, advertising and branding. Outside of work he enjoys aviation, fishing, hunting, quarter horses, family and friends.

Mike Willhard

Workers Compensation Fund

Mike-WillhardMike Willhard is vice president and chief investment officer (CIO) for the Workers Compensation Fund (WCF), where he has worked for the last 19 years. In his current position, he is responsible for WCF’s $1.7 billion investment portfolio. Prior to his role as CIO, he served as finance vice president, assistant portfolio manager, financial operations manager and internal auditor. Prior to working at WCF, he worked as a senior accountant with Ernst & Young and manager of financial reporting for AMEX Life Assurance Company. He and his wife Tammy have two children, Sarah, who works for Intermountain Healthcare Central Laundry, and Brian, who is a senior, studying mechanical engineering at the University of Utah.

Mark Wilkinson

Pitney Bowes Bank

Mark-WilkinsonMark Wilkinson is currently the chief credit officer for Pitney Bowes Bank, where he has served in that role since 2006. He is Responsible for overall asset quality of a high nine-figure commercial loan portfolio, including credit strategy, policy and procedure, front-end underwriting, scorecard validation, portfolio monitoring and interface with regulators. He is a seasoned leader with thirty-two years’ experience in banking and commercial lending, including large institutional lending, tax credit-related multi-family and commercial real estate lending, scored small business lending and commercial leasing, including leveraged leasing. He served as manager of Zions Bancorporation Small Business Loan Center from 1996 to 2006 where he was responsible for front-end sourcing and on-going monitoring of an high nine-figure small business commercial loan portfolio for a $47B in a 5-state footprint. From 1992 to 1995, he served as the Loan Center underwriting manager and loan manager with Zions Bank where he was responsible for prudent growth and on-going management of small business portfolios within several branches of the bank. From 1986 to 1991 he worked with First Security Leasing as a credit manager and commercial credit analyst.