Soltis Investment Advisors
Description
Address: 20 N Main St #400, St. George, UT 84770 Phone: (435) 674-1600: : Hours: : Category: Website: : : Place name: : Website: https://www.soltisadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Soltis Investment Advisors Posting publicly on the Web Write a review Reviews 1 Google review
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Soltis Investment Advisors Employees
Employee
Years
Job
Industry
Kelli Holmstead Kelli Holmstead's Soltis Investment Advisors Experience May 1997 - Present
Job Operations Manager at Soltis Investment Advisors
Industry Financial Services
Experience
Soltis Investment Advisors May 1997 - Present
Skills
Financial Analysis, Strategic Financial..., PowerPoint, Investments, Financial Modeling, Mutual Funds, Microsoft Word, Microsoft Office, Data Analysis, Microsoft Excel
Education
Utah Valley University 1995 — 1996
Business/Office Automation/Technology/Data Entry
Snow College 1994 — 1995
Business Education
Soltis Investment Advisors May 1997 - Present
Skills
Financial Analysis, Strategic Financial..., PowerPoint, Investments, Financial Modeling, Mutual Funds, Microsoft Word, Microsoft Office, Data Analysis, Microsoft Excel
Education
Utah Valley University 1995 — 1996
Business/Office Automation/Technology/Data Entry
Snow College 1994 — 1995
Business Education
Ashley Nixon Ashley Nixon's Soltis Investment Advisors Experience July 2012 - Present
Job Advisor/Education Specialist at Soltis Investment Advisors
Industry Financial Services
Experience
Soltis Investment Advisors July 2012 - Present
Brigham Young University August 2010 - April 2013
Goldman Sachs June 2011 - August 2011
Ferrin Capital Advisors April 2010 - January 2011
Skills
Ballroom Dance, Data Analysis, Teaching, Financial Modeling, Economics, Market Research, Microsoft Excel, Access, Strategic Planning, Analysis, Public Speaking, Salesforce.com, Leadership, PowerPoint, Social Media, Financial Analysis, Research, Event Planning, Business Strategy, Investments, Microsoft Word, Nonprofits, Accounting, Finance, Editing, SPSS, Time Management, Teamwork, Dance, Microsoft Office, Training, Social Networking, Fundraising, Entrepreneurship, Customer Service, Management Consulting, Management, Critical Thinking, Higher Education, Statistics, Marketing, Valuation, Outlook, Budgets, Team Leadership, Social Media Marketing
Education
Brigham Young University 2008 — 2012
BS, Finance
Soltis Investment Advisors July 2012 - Present
Brigham Young University August 2010 - April 2013
Goldman Sachs June 2011 - August 2011
Ferrin Capital Advisors April 2010 - January 2011
Skills
Ballroom Dance, Data Analysis, Teaching, Financial Modeling, Economics, Market Research, Microsoft Excel, Access, Strategic Planning, Analysis, Public Speaking, Salesforce.com, Leadership, PowerPoint, Social Media, Financial Analysis, Research, Event Planning, Business Strategy, Investments, Microsoft Word, Nonprofits, Accounting, Finance, Editing, SPSS, Time Management, Teamwork, Dance, Microsoft Office, Training, Social Networking, Fundraising, Entrepreneurship, Customer Service, Management Consulting, Management, Critical Thinking, Higher Education, Statistics, Marketing, Valuation, Outlook, Budgets, Team Leadership, Social Media Marketing
Education
Brigham Young University 2008 — 2012
BS, Finance
David Sentman David Sentman's Soltis Investment Advisors Experience July 2012 - Present
Job Advisor/Analyst at Soltis Investment Advisors
Industry Financial Services
Experience
Soltis Investment Advisors July 2012 - Present
Sales Tax Experts September 2011 - July 2012
International Business-Government Counsellors May 2011 - August 2011
AidData, BYU Political Economy Development Lab January 2011 - April 2011
Brigham Young University August 2009 - December 2010
Skills
Personal Financial..., Retirement Plan..., Wealth Management..., Portfolio Management, Investment Research, Economics, Finance, Teaching, Research, Spanish, Microsoft Office, Salesforce.com, Morningstar Office, Series 65, Public Speaking, Leadership, Strategy, Naviplan, Stata, Adobe LiveCycle Designer, Portfolio Lab, Cheshire Wealth Manager, Microsoft Excel, PowerPoint
Education
Utah Valley University 2013 — 2014
Personal Financial Planning, GPA: 3.92
Brigham Young University 2008 — 2012
Bachelor of Art, Economics, Minors: Management, Political Science, GPA: 3.77
Southern Utah University 2012 — 2012
Economics, GPA: 4.0
Brigham Young University - Idaho 2005 — 2006
Psychology, GPA: 3.81
Soltis Investment Advisors July 2012 - Present
Sales Tax Experts September 2011 - July 2012
International Business-Government Counsellors May 2011 - August 2011
AidData, BYU Political Economy Development Lab January 2011 - April 2011
Brigham Young University August 2009 - December 2010
Skills
Personal Financial..., Retirement Plan..., Wealth Management..., Portfolio Management, Investment Research, Economics, Finance, Teaching, Research, Spanish, Microsoft Office, Salesforce.com, Morningstar Office, Series 65, Public Speaking, Leadership, Strategy, Naviplan, Stata, Adobe LiveCycle Designer, Portfolio Lab, Cheshire Wealth Manager, Microsoft Excel, PowerPoint
Education
Utah Valley University 2013 — 2014
Personal Financial Planning, GPA: 3.92
Brigham Young University 2008 — 2012
Bachelor of Art, Economics, Minors: Management, Political Science, GPA: 3.77
Southern Utah University 2012 — 2012
Economics, GPA: 4.0
Brigham Young University - Idaho 2005 — 2006
Psychology, GPA: 3.81
Trent White Trent White's Soltis Investment Advisors Experience April 2011 - August 2011
Job Client Service Associate at Bernhardt Wealth Management
Industry Financial Services
Experience
Bernhardt Wealth Management June 2013 - Present
Soltis Investment Advisors April 2011 - August 2011
Sole Proprietor May 2009 - April 2011
New York Life Insurance Company January 2009 - April 2009
The Church of Jesus Christ of Latter-day Saints February 2005 - February 2007
Education
Brigham Young University—J. Reuben Clark Law School 2011 — 2014
Juris Doctor, Law
Brigham Young University - Idaho 2007 — 2011
Bachelor's Degree, Financial Economics
Bernhardt Wealth Management June 2013 - Present
Soltis Investment Advisors April 2011 - August 2011
Sole Proprietor May 2009 - April 2011
New York Life Insurance Company January 2009 - April 2009
The Church of Jesus Christ of Latter-day Saints February 2005 - February 2007
Education
Brigham Young University—J. Reuben Clark Law School 2011 — 2014
Juris Doctor, Law
Brigham Young University - Idaho 2007 — 2011
Bachelor's Degree, Financial Economics
Andon Carling Andon Carling's Soltis Investment Advisors Experience January 2013 - April 2013
Job Digital Marketing Specialist at Mayo Clinic
Industry Marketing and Advertising
Experience
Mayo Clinic January 2015 - Present
E.V. Roberts August 2013 - December 2014
E.V. Roberts May 2013 - August 2013
Soltis Investment Advisors January 2013 - April 2013
PilmerPR January 2011 - August 2012
PilmerPR June 2009 - December 2010
PilmerPR June 2008 - June 2009
American Farm Bureau Federation May 2008 - July 2008
APX Alarm April 2007 - August 2007
Galt Inn December 2005 - December 2006
Skills
Digital Marketing, Google Adwords, PPC, Web Analytics, VBA, Microsoft Excel, Social Media Marketing, Marketing Strategy, Marketing, Writing/Editing, Email Marketing, Adobe Creative Suite, Team Leadership, Project Management, Marketing Communications, Press Releases, Public Relations, Media Relations, Desktop Publishing, Blogging
Education
Marriott School of Management - Brigham Young University 2012 — 2014
Master of Business Administration (M.B.A.), Marketing
Brigham Young University 2007 — 2009
Bachelor's Degree, Communications: Public Relations, 3.7
Cosumnes River College 2002 — 2006
Associates in Arts, General Education - Transfer
Mayo Clinic January 2015 - Present
E.V. Roberts August 2013 - December 2014
E.V. Roberts May 2013 - August 2013
Soltis Investment Advisors January 2013 - April 2013
PilmerPR January 2011 - August 2012
PilmerPR June 2009 - December 2010
PilmerPR June 2008 - June 2009
American Farm Bureau Federation May 2008 - July 2008
APX Alarm April 2007 - August 2007
Galt Inn December 2005 - December 2006
Skills
Digital Marketing, Google Adwords, PPC, Web Analytics, VBA, Microsoft Excel, Social Media Marketing, Marketing Strategy, Marketing, Writing/Editing, Email Marketing, Adobe Creative Suite, Team Leadership, Project Management, Marketing Communications, Press Releases, Public Relations, Media Relations, Desktop Publishing, Blogging
Education
Marriott School of Management - Brigham Young University 2012 — 2014
Master of Business Administration (M.B.A.), Marketing
Brigham Young University 2007 — 2009
Bachelor's Degree, Communications: Public Relations, 3.7
Cosumnes River College 2002 — 2006
Associates in Arts, General Education - Transfer
Parley Vernon's Soltis Investment Advisors Experience September 2010 - December 2010
Job M.B.A. Student
Industry Investment Management
Experience
Goldman Sachs October 2011 - May 2015
Meadows Asset Management July 2011 - October 2011
PIMCO May 2011 - July 2011
Merrill Lynch January 2011 - April 2011
Student Run Fund August 2010 - April 2011
Beneficial Life September 2010 - December 2010
Soltis Investment Advisors September 2010 - December 2010
APX Security April 2009 - August 2009
World Financial Group June 2008 - December 2008
Skills
Portfolio Management, Investments, VBA, Derivatives, Options, Financial Modeling, Equities, Fixed Income, Financial Risk, Finance, Corporate Finance, Valuation, Leadership, Analysis, Mutual Funds, Securities, Strategic Financial..., Bloomberg, Trading, Financial Planning
Education
Brigham Young University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Brigham Young University 2006 — 2011
Bachelors of Science, Marriott School of Business: Finance
Goldman Sachs October 2011 - May 2015
Meadows Asset Management July 2011 - October 2011
PIMCO May 2011 - July 2011
Merrill Lynch January 2011 - April 2011
Student Run Fund August 2010 - April 2011
Beneficial Life September 2010 - December 2010
Soltis Investment Advisors September 2010 - December 2010
APX Security April 2009 - August 2009
World Financial Group June 2008 - December 2008
Skills
Portfolio Management, Investments, VBA, Derivatives, Options, Financial Modeling, Equities, Fixed Income, Financial Risk, Finance, Corporate Finance, Valuation, Leadership, Analysis, Mutual Funds, Securities, Strategic Financial..., Bloomberg, Trading, Financial Planning
Education
Brigham Young University 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Brigham Young University 2006 — 2011
Bachelors of Science, Marriott School of Business: Finance
Shawn Woods's Soltis Investment Advisors Experience January 2013 - Present
Job Individual/Institutional Investments
Industry Investment Management
Experience
Soltis Investment Advisors January 2013 - Present
Lasso Savings May 2011 - December 2013
Rannochi Angels, Lega Nazionale American Football February 2012 - July 2012
Balance of Nature May 2008 - April 2010
Skills
Analysis, Marketing, Financial Analysis, Finance, Leadership, Financial Modeling, Corporate Finance, Sales, Microsoft Office, Teaching, Financial Reporting, Microsoft Excel, Argus Modeling, Negotiation
Education
University of Colorado at Boulder 2010 — 2012
MBA, Emphasis in Finance & Entrepreneurship
Weber State University 2005 — 2007
Bachelor of Integrated Studies, Technical Sales & Services, Chemistry, Health Promotion & Human Performance
Dixie State College 2002 — 2005
Associates of Science
Soltis Investment Advisors January 2013 - Present
Lasso Savings May 2011 - December 2013
Rannochi Angels, Lega Nazionale American Football February 2012 - July 2012
Balance of Nature May 2008 - April 2010
Skills
Analysis, Marketing, Financial Analysis, Finance, Leadership, Financial Modeling, Corporate Finance, Sales, Microsoft Office, Teaching, Financial Reporting, Microsoft Excel, Argus Modeling, Negotiation
Education
University of Colorado at Boulder 2010 — 2012
MBA, Emphasis in Finance & Entrepreneurship
Weber State University 2005 — 2007
Bachelor of Integrated Studies, Technical Sales & Services, Chemistry, Health Promotion & Human Performance
Dixie State College 2002 — 2005
Associates of Science
David Sharette's Soltis Investment Advisors Experience August 2011 - December 2011
Job Business Development Director at American Preparatory Schools
Industry Education Management
Experience
American Preparatory Schools April 2012 - Present
Mercury Radio Arts, The Glenn Beck Program April 2012 - August 2013
Soltis Investment Advisors August 2011 - December 2011
Citi June 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Investments, Portfolio Management, Strategic Financial..., Microsoft Word, Public Speaking, Sales, Data Analysis, Business Planning, Microsoft Office, Forecasting, Market Research, Economics
Education
Brigham Young University 2007 — 2012
Bachelor of Science (BS), Economics
American Preparatory Schools April 2012 - Present
Mercury Radio Arts, The Glenn Beck Program April 2012 - August 2013
Soltis Investment Advisors August 2011 - December 2011
Citi June 2010 - December 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Investments, Portfolio Management, Strategic Financial..., Microsoft Word, Public Speaking, Sales, Data Analysis, Business Planning, Microsoft Office, Forecasting, Market Research, Economics
Education
Brigham Young University 2007 — 2012
Bachelor of Science (BS), Economics
Brett Archibald Brett Archibald's Soltis Investment Advisors Experience December 2010 - September 2012
Job Graduate Marketing Intern Sr. Advisor at Dell | BYU MBA Candidate
Industry Marketing and Advertising
Experience
BYU Analytics April 2015 - Present
BYU MBA Marketing Association March 2015 - Present
Brigham Young University August 2014 - Present
Dell May 2015 - August 2015
Adobe March 2014 - August 2014
Adobe September 2012 - March 2014
Soltis Investment Advisors December 2010 - September 2012
Soltis Investment Advisors December 2009 - September 2012
Brigham Young University November 2008 - January 2010
Teach For America September 2009 - December 2009
Skills
Leadership, Strategy, Marketing, Marketing Strategy, Data Analysis, Digital Marketing, Public Speaking, Product Management, Product Marketing, Analysis, Financial Analysis, B2B Marketing Strategy, Strategic Financial..., Financial Modeling, Finance, Investments, Economics, Portfolio Management, Microsoft Excel, PowerPoint, Accounting, Management
Education
Brigham Young University 2014 — 2016
Master of Business Administration (MBA), Marketing/Marketing Management, General
Brigham Young University 2003 — 2009
Bachelor of Science (BS), Finance, General
BYU Analytics April 2015 - Present
BYU MBA Marketing Association March 2015 - Present
Brigham Young University August 2014 - Present
Dell May 2015 - August 2015
Adobe March 2014 - August 2014
Adobe September 2012 - March 2014
Soltis Investment Advisors December 2010 - September 2012
Soltis Investment Advisors December 2009 - September 2012
Brigham Young University November 2008 - January 2010
Teach For America September 2009 - December 2009
Skills
Leadership, Strategy, Marketing, Marketing Strategy, Data Analysis, Digital Marketing, Public Speaking, Product Management, Product Marketing, Analysis, Financial Analysis, B2B Marketing Strategy, Strategic Financial..., Financial Modeling, Finance, Investments, Economics, Portfolio Management, Microsoft Excel, PowerPoint, Accounting, Management
Education
Brigham Young University 2014 — 2016
Master of Business Administration (MBA), Marketing/Marketing Management, General
Brigham Young University 2003 — 2009
Bachelor of Science (BS), Finance, General
Austin Trent's Soltis Investment Advisors Experience August 2010 - December 2010
Job Project Manager at Sandia National Laboratories
Industry Defense & Space
Experience
Sandia National Laboratories August 2011 - Present
Soltis Investment Advisors August 2010 - December 2010
BYU - Office of Information Technology, Finance July 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Strategic Financial..., Data Analysis, PowerPoint, Customer Service, Financial Analysis, Business Strategy, Management, Access, Project Management, Business Analysis, Strategic Planning, Leadership, Financial Reporting, Budgets, Accounting, Marketing, Analysis, Operations Management
Education
Brigham Young University 2008 — 2011
Bachelor of Business Administration (BBA)
Sandia National Laboratories August 2011 - Present
Soltis Investment Advisors August 2010 - December 2010
BYU - Office of Information Technology, Finance July 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Strategic Financial..., Data Analysis, PowerPoint, Customer Service, Financial Analysis, Business Strategy, Management, Access, Project Management, Business Analysis, Strategic Planning, Leadership, Financial Reporting, Budgets, Accounting, Marketing, Analysis, Operations Management
Education
Brigham Young University 2008 — 2011
Bachelor of Business Administration (BBA)
Ethan Felix Ethan Felix's Soltis Investment Advisors Experience December 2011 - May 2012
Job Senior Sales Consultant at SolarCity
Industry Oil & Energy
Experience
SolarCity September 2013 - Present
Vivint Solar August 2012 - August 2013
Vivint May 2012 - August 2012
Soltis Investment Advisors December 2011 - May 2012
Off the Wall Custom Canvas January 2010 - May 2012
Shine So Fine, LLC June 2003 - January 2012
Beehive Federal Credit Union September 2008 - April 2009
Jacobson Construction January 2007 - April 2007
Skills
Financial Markets, Microsoft Office, Photography, Entrepreneurship
Education
Brigham Young University - Idaho 2007 — 2011
Business Management, Finance
SolarCity September 2013 - Present
Vivint Solar August 2012 - August 2013
Vivint May 2012 - August 2012
Soltis Investment Advisors December 2011 - May 2012
Off the Wall Custom Canvas January 2010 - May 2012
Shine So Fine, LLC June 2003 - January 2012
Beehive Federal Credit Union September 2008 - April 2009
Jacobson Construction January 2007 - April 2007
Skills
Financial Markets, Microsoft Office, Photography, Entrepreneurship
Education
Brigham Young University - Idaho 2007 — 2011
Business Management, Finance
Dustin Schick Dustin Schick's Soltis Investment Advisors Experience January 2010 - April 2010
Job Chief of Staff at Air Methods
Industry Airlines/Aviation
Experience
Air Methods January 2014 - Present
Air Methods August 2012 - January 2014
Intel July 2011 - July 2012
Brigham Young University August 2009 - April 2011
Air Methods May 2010 - August 2010
Soltis Investment Advisors January 2010 - April 2010
CENTURY 21 December 2006 - August 2009
Northwestern Mutual Financial Network May 2006 - November 2006
The Church of Jesus Christ of Latter-day Saints May 2000 - May 2002
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Data Analysis, Leadership, Forecasting, Business Strategy, Budgets, Accounting, Cross-functional Team..., Process Improvement, Strategic Planning, Analysis, Valuation, Competitive Analysis, Management, Start-ups, Marketing, Business Planning, Strategy, PowerPoint, Training
Education
Brigham Young University 2002 — 2006
Business Management, Bachelor of Science, Business
Air Methods January 2014 - Present
Air Methods August 2012 - January 2014
Intel July 2011 - July 2012
Brigham Young University August 2009 - April 2011
Air Methods May 2010 - August 2010
Soltis Investment Advisors January 2010 - April 2010
CENTURY 21 December 2006 - August 2009
Northwestern Mutual Financial Network May 2006 - November 2006
The Church of Jesus Christ of Latter-day Saints May 2000 - May 2002
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Finance, Data Analysis, Leadership, Forecasting, Business Strategy, Budgets, Accounting, Cross-functional Team..., Process Improvement, Strategic Planning, Analysis, Valuation, Competitive Analysis, Management, Start-ups, Marketing, Business Planning, Strategy, PowerPoint, Training
Education
Brigham Young University 2002 — 2006
Business Management, Bachelor of Science, Business
Maggie Jensen's Soltis Investment Advisors Experience Runner/office assistantJensenBayles attorneys at law2014 - May 2015
Job Student at Brigham Young University
Industry Financial Services
Experience
Soltis Investment Advisors Runner/office assistantJensenBayles attorneys at law2014 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Social Media, Teamwork
Education
Brigham Young University 2015 — 2019
Dixie High School 2012 — 2015
Soltis Investment Advisors Runner/office assistantJensenBayles attorneys at law2014 - May 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Social Media, Teamwork
Education
Brigham Young University 2015 — 2019
Dixie High School 2012 — 2015
Kayla Kirk Kayla Kirk's Soltis Investment Advisors Experience January 2015 - July 2015
Job Intern at Soltis Investment Advisors
Industry Financial Services
Experience
Soltis Investment Advisors January 2015 - July 2015
Steamroller Copies January 2013 - January 2015
Skills
Organization Skills, Leadership, Computer Proficiency, Microsoft Office, Microsoft Excel, Mac OS, Windows, Perfect Attendance, Typing, Customer Service, Phone Etiquette, Task Driven, Money Management, Time Management
Education
Dixie State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Soltis Investment Advisors January 2015 - July 2015
Steamroller Copies January 2013 - January 2015
Skills
Organization Skills, Leadership, Computer Proficiency, Microsoft Office, Microsoft Excel, Mac OS, Windows, Perfect Attendance, Typing, Customer Service, Phone Etiquette, Task Driven, Money Management, Time Management
Education
Dixie State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Jill Homer Jill Homer's Soltis Investment Advisors Experience May 2005 - Present
Job Analyst at Soltis Investment Advisors
Industry Financial Services
Experience
Soltis Investment Advisors May 2005 - Present
Skills
Financial Analysis
Education
Southern Utah University 2002 — 2005
Bachelor of Science (BS), Finance
Soltis Investment Advisors May 2005 - Present
Skills
Financial Analysis
Education
Southern Utah University 2002 — 2005
Bachelor of Science (BS), Finance
Jeff Brimhall, PhD, CFP(R), CFA's Soltis Investment Advisors Experience July 2011 - Present
Job Financial Advisor at Soltis Investment Advisors
Industry Financial Services
Experience
Soltis Investment Advisors July 2011 - Present
Case Western Reserve University August 2008 - September 2011
National City Corporation June 2007 - June 2009
Lee Financial Corporation 2007 - 2007
ExxonMobil Pipeline Company 2000 - 2002
Skills
Financial Modeling, Equities, Equity Research, Financial Analysis, Investment Management, Portfolio Management, Investments, Valuation, Economics, Data Analysis, Corporate Finance, Quantitative Analytics, Fixed Income, Asset Managment, Microsoft Excel, Financial Advisory, Asset Allocation, Investment Advisory, Alternative Investments, Investment Strategies, Risk Management, Finance, Financial Markets, Strategic Financial..., Analysis, Derivatives, DCF, Wealth Management, Equity Valuation, Mutual Funds, Capital Markets, Securities, Business Valuation, Econometrics
Education
Southern Methodist University 2002 — 2006
Ph.D., Economics
Brigham Young University 1996 — 2000
BS, Civil Engineering
Soltis Investment Advisors July 2011 - Present
Case Western Reserve University August 2008 - September 2011
National City Corporation June 2007 - June 2009
Lee Financial Corporation 2007 - 2007
ExxonMobil Pipeline Company 2000 - 2002
Skills
Financial Modeling, Equities, Equity Research, Financial Analysis, Investment Management, Portfolio Management, Investments, Valuation, Economics, Data Analysis, Corporate Finance, Quantitative Analytics, Fixed Income, Asset Managment, Microsoft Excel, Financial Advisory, Asset Allocation, Investment Advisory, Alternative Investments, Investment Strategies, Risk Management, Finance, Financial Markets, Strategic Financial..., Analysis, Derivatives, DCF, Wealth Management, Equity Valuation, Mutual Funds, Capital Markets, Securities, Business Valuation, Econometrics
Education
Southern Methodist University 2002 — 2006
Ph.D., Economics
Brigham Young University 1996 — 2000
BS, Civil Engineering
Vasanth Y's Soltis Investment Advisors Experience January 2010 - April 2010
Job Internet Marketing Finance and Analytics at eBay
Industry Financial Services
Experience
eBay December 2012 - Present
eBay March 2011 - December 2012
Zions Bancorporation May 2010 - December 2010
BYU Marriott School of Business August 2009 - December 2010
Soltis Investment Advisors January 2010 - April 2010
Tata Consultancy Services July 2005 - August 2008
Skills
Financial Modeling, Forecasting, Risk Management, Analysis, Project Management, Leadership, Corporate Finance, Finance, Budgets, Project Planning, Product Management, Requirements Analysis, Financial Analysis, Microsoft Excel
Education
Brigham Young University 2009 — 2010
MBA
National Institute of Technology Kurukshetra 2001 — 2005
Bachelor of technology, Electronics and Communications Engineering
Atomic Energy Central School 1997 — 1999
Secondary School
University of Rochester - Simon Business School
eBay December 2012 - Present
eBay March 2011 - December 2012
Zions Bancorporation May 2010 - December 2010
BYU Marriott School of Business August 2009 - December 2010
Soltis Investment Advisors January 2010 - April 2010
Tata Consultancy Services July 2005 - August 2008
Skills
Financial Modeling, Forecasting, Risk Management, Analysis, Project Management, Leadership, Corporate Finance, Finance, Budgets, Project Planning, Product Management, Requirements Analysis, Financial Analysis, Microsoft Excel
Education
Brigham Young University 2009 — 2010
MBA
National Institute of Technology Kurukshetra 2001 — 2005
Bachelor of technology, Electronics and Communications Engineering
Atomic Energy Central School 1997 — 1999
Secondary School
University of Rochester - Simon Business School
Clark Taylor's Soltis Investment Advisors Experience January 2004 - Present
Job Partner, Senior Advisor
Industry Financial Services
Experience
Soltis Investment Advisors January 2004 - Present
Strong Financial Corporation December 1999 - December 2002
Education
Southern Utah University 1996 — 2000
Finance and Financial Management Services
Soltis Investment Advisors January 2004 - Present
Strong Financial Corporation December 1999 - December 2002
Education
Southern Utah University 1996 — 2000
Finance and Financial Management Services