Executive Team

Patrick D. Coleman, Chairman and Chief Executive Officer
Patrick Coleman has nearly 25 years of experience in the financial services industry. Prior to joining GlobalBased, Mr. Coleman served in various senior management positions at Bank of America for two years, including Head of Global Markets Distribution and Member of the Bank of America Securities Operating Committee.

Previously he served as Head of Global Government Institutions at JPMorgan and was managing director at Credit Suisse, formerly known as Credit Suisse First Boston, for 18 years. He was also COO for Global Credit Trading. Coleman received a Bachelor of Arts in Economics, Magna Cum Laude, from Boston College.

Joshua Miller, Executive Vice President, Technology
Josh Miller is a technologist with more than 15 years experience in the industry. Prior to co-founding GlobalBased, he was Director of Production Development at Whizbang Labs. There he received various awards within the company for his efforts and accomplishments. He managed relationships with high-profile clients such as Dun & Bradstreet, LexisNexis and the US Department of Labor. Prior to that, as a Senior Administrator at Pair Networks, he improved the company’s offerings by co-creating and managing the companies dedicated hosting division. Before undertaking his role at Pair Networks, he improved the search engine technology systems at Lycos, Inc. Miller brings not only his experience with machine learning and system architecture, but also his skill at creating strong development teams and lab environments.

Robert Sizemore, ExecutiveVice President, InvestorBased
Robert Sizemore comes to this role with nearly 11 years of experience in the financial markets ranging from trading to designing, producing, and delivering education. Prior to joining GlobalBased, Sizemore was the Vice President of Education at TrueNorth Academy. While at TrueNorth, he authored, developed, and launched several investor education programs for such clients as TD AMERITRADE and optionsXpress. Prior to working with TrueNorth, he started an investor education company while also providing consultative services and product development for other competing firms within the investor education industry. Before his entrepreneurial venture, Sizemore worked with INVESTools as a Senior Trainer for the company’s coaching staff while also contributing to the development and launch of their interactive training programs and advanced educational workshops. Before launching into the investor education area, Sizemore worked as a trader and broker at Fidelity Investments where he honed his trading skills and expertise in options, equities, and other financial instruments. Sizemore contributes not only his years of strategic and tactical management, but also his extensive knowledge and experience in product development and in creating systems and processes.

Leroy Hartman, COO, Sales, Coaching, and Product Development
Leroy is a veteran of the US Navy where he served during the Gulf War, participating as a Machinist Mate in the Nuclear Engineering program. After being honorably discharged, he then went on to earn degrees in Finance and Business Administration from Purdue University and Utah Valley University, graduating with Dean’s List honors. He has been successfully trading private funds in stocks, options, and mutual funds since 1994 maintaining a positive return above the market average since 1998. During his career, Leroy has successfully instructed and graduated thousands of individuals in finance and investing through television, radio, internet and classroom settings. In addition, he has authored and co-authored more than 15 investment training manuals for such companies as INVEStools, CNBC, Businessweek, Wizetrade, Optionetics, and StockInvestor.com. Leroy was instrumental in the creation and development of TrueNorth Academy, which experienced over 100% growth in employees, revenues, and customers in the first year of operation.

Wade Hallam, CAO, Accounting and Finance
Prior to joining GlobalBased in 2010, Wade Hallam was the controller at TrueNorth Academy for five years. Hallam oversees the accounting and human resources departments, including accounts payable, accounts receivable, financial statement preparation, budgeting/forecasting, payroll, compensation, benefits administration, recruiting, and training. He served as the controller at INVESTools for five years. Hallam received his bachelor’s degree in accounting from Brigham Young University and has served in the US Army.

Board of Directors

Patrick D. Coleman, Chairman and Chief Executive Officer
Patrick Coleman has nearly 25 years of experience in the financial services industry. Prior to joining GlobalBased, Mr. Coleman served in various senior management positions at Bank of America for two years, including Head of Global Markets Distribution and Member of the Bank of America Securities Operating Committee.

Previously he served as Head of Global Government Institutions at JPMorgan and was managing director at Credit Suisse, formerly known as Credit Suisse First Boston, for 18 years. He was also COO for Global Credit Trading. Coleman received a Bachelor of Arts in Economics, Magna Cum Laude, from Boston College.

Frank L. Davis, Director At-Large
Frank Davis is the President and Chief Executive Officer of Food for Health International since June 2002. Prior to establishing Food for Health, Davis owned and operated First Harvest International which he sold to a Fortune 100 Company. He served as the President of Ucoast.com for four years. Davis was nominated in 1996 by Merrill Lynch and Ernst & Young as Entrepreneur of the Year for the State of Utah, as founder of Borges Lamont (which later evolved to Overstock.com) and the successful growth of the company to $30,000,000 in revenue in just two years. Borges Lamont was also recognized on Inc. 500 fastest growing companies.

Davis also founded Golf Connections, a network marketing company, and sold the company to a public entity after realizing double digit monthly growth within the first six months. Davis received a Bachelor of Arts in Business from Brigham Young University, and completed a Masters Program in Organizational Behavior at the University of Phoenix.

Mark B. Werner, Director At-Large
Mark Werner is a senior level financial industry professional whose career has ranged from senior executive positions in some of the nation’s largest financial institutions to advisory positions in both the public and private sector. Werner is currently the CEO and co-founder of Pierpont Securities.

In 1982, Werner joined J.P. Morgan & Co., where he headed the firm’s activities in U.S. Treasury & Federal Agency Trading, Money Market Trading and Financing, Global Government Trading and North American Rates. He remained with the company through its transition to JPMorgan Chase, and served as Vice Chairman for three years, as well as head of the North American interest rate markets, futures and options business. He was a member of the investment bank’s Executive Committee. Werner left JPMorgan Chase to join Bank of America where he served as chief executive officer for Banc of America Securities at Bank of America Corporation and was Head of Global Markets through his tenure. Most recently, Werner served as president of Graham Capital Management, a hedge fund with $5.0B in AUM.

Werner is a current member and past chairman of the U.S. Treasury Department’s Borrowing Advisory Committee, which meets quarterly in Washington, D.C. with the Secretary of the Treasury and his staff to advise them on how current and projected market conditions will influence the financing and management of the Federal debt. Werner earned a Bachelor of Arts degree in economics from the University of Pennsylvania.

Bob Swindell, Director At-Large
Bob Swindell is the co-head of the Consumer, Retail & Healthcare Services Group at FBR Capital Markets. He joined FBR from Watch Hill Partners in 2008 and was CEO and Chairman of Civitas Group LLC, an advisory business focused on national and homeland security.

Prior to Civitas, Mr. Swindell spent 17 years as an investment banker at Lehman Brothers and five years at Manufacturers Hanover Trust Company. At Lehman Brothers he served as the head of the U.S. Technology Banking, Global Consumer/Industrial and Debt Capital Markets groups within investment banking. Swindell has extensive capital markets and corporate finance experience, having initiated or executed more than 200 transactions in all product areas.

Swindell currently serves on the Board of Advisors of the Benefactors Society at the University of Virginia’s College of Arts and Sciences and the Board of Trustees of Greenwich Country Day School. He received a BA in Economics from the University of Virginia and an MBA from the Wharton School at the University of Pennsylvania.

John S. Bradley, Secretary
Bradley has extensive experience in advising physicians and physician groups on organizational business and tax matters as well as health care provider regulatory compliance matters. His practice involves all aspects of sophisticated estate planning and wealth preservation for families and individuals as well as strong emphasis on business organization and commercial and corporate transactions.

Bradley’s areas of expertise include: business acquisitions, mergers, and divestitures, business and commercial transactions, health care law, pension and profit sharing plans, family wealth transfers, estate planning, and charitable foundations.

Bradley received his Bachelor of Science in Finance from University of Utah, Magna Cum Laude, and his Juris Doctor from University of Puget Sound. Thereafter, he was admitted to practice in Utah, the United States District Court for the District of Utah, and United States Tax Court. He has been “AV” rated by Martindale-Hubbell Law Directory and named one of the Utah Legal Elite Tax Lawyers in the Utah Business Magazine.