Omar Melo
Omar Melo
Managing Director
Omar has over seven years of buy and sell side institutional investment research and analysis experience. Omar was Senior Vice President, Equity Research for Bank of America Securities and prior to that he was Analyst, Equity Research, with Soros Funds in Hong Kong, and on the institutional derivitives desk with Merrill Lynch. He was also co-Founder and CFO of EquityLock Financial where he was the financial engineer of the first of its kind residential real estate hedge for homeowners nationwide.
Omar also has over 20 years of operational and finance experience including investment analysis, acquisitions, dispositions, project finance, renewable energy, and energy efficiency.
B.S. in Accounting and Juris Doctor, both from Brigham Young University.
Dave Cisneros
Dave Cisneros
Managing Director
With more than 20 years experience in senior operational and financial roles, David has managed a range of projects and businesses, including overseeing many large food production and consumer goods companies. He has managed P&Ls as large as $200 million, managed hundreds of employees, negotiated and closed a range of acquisitions and developed and implemented winning strategies in different businesses.
Over the course of his career he has negotiated many transactions, including acquisition and disposition of various assets.
B.S. Accounting, Brigham Young University
MBA, University of Michigan
Roger Fuller
Roger Fuller
Managing Director
With over 30 years of diverse tax and financial experience, Roger Fuller has been a driving force in several leadership roles across multiple industries. As Managing Partner at EMF Tax, Roger has led the firm for over 12 years, guiding clients through complex tax strategies, mergers, acquisitions, and financial restructurings. Additionally, as President & CEO of Fuller Consulting, Inc. for over 14 years, Roger has overseen the acquisition and management of three CPA firms, ensuring streamlined operations and high-level financial consulting.
Roger’s career includes significant roles in prominent organizations such as Ancestry.com, where he served as Senior Director of Tax. Prior to that, Roger held the position of Vice President of Tax at Hypercom, a publicly traded payment solutions company, where he managed international tax planning and oversaw multiple large-scale audits and acquisitions.
Roger holds a B.S. in Accounting from Brigham Young University and is a Certified Public Accountant (CPA). His extensive background across tax, finance, and leadership positions makes him a trusted advisor to a broad range of businesses and clients.
Steven Morrison
Steven Morrison
Managing Director
Steven Morrison is a seasoned finance professional with over 20 years of experience in leadership roles across multiple industries. As the current Chief Revenue Officer, Steven brings extensive knowledge in financial analysis, modeling, budgeting, and capital project evaluations to his position. Steven’s career includes significant roles as Controller for two multi-national companies, where he honed his skills in financial management and strategy. His expertise spans diverse sectors, having worked with industry leaders such as Kellogg’s, Kimberly-Clark, The Church of Jesus Christ, and most recently, Sport Court and Huish Outdoors.
Steven holds a B.A. in Finance from the University of Utah and an MBA with an emphasis in International Finance from the University of Nebraska.