Albion Financial Group

Description

Address: 812 E 2100 S, Salt Lake City, UT 84106 Hours: Closed ⋅ Opens 8AM Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (801) 487-3700: : : Website: : : Category: : Place name: Website: http://www.albionfinancial.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. Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Albion Financial Group Posting publicly on the Web Write a review Reviews 2 Google reviews

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Albion Financial Group Employees

Employee
Years
Job
Industry
Jillian Dahle Jillian Dahle San Francisco Bay Area Details
Jillian Dahle's Albion Financial Group Experience July 2011 - August 2011
Job Global Marketing Manager
Industry Sports
Experience
FINIS, Inc.   April 2014 - Present
Race Swami   April 2013 - March 2014
Rowland Hall-St. Mark's School   June 2012 - March 2014
LMU Student Investment Fund   August 2011 - May 2012
Loyola Marymount University  June 2011 - May 2012
LMU Student-Athlete Advisory Committee   August 2009 - May 2012
Ignatians Service Organization   February 2009 - May 2012
Loyola Marymount University  August 2008 - May 2012
Loyola Marymount University  August 2008 - May 2012
Albion Financial Group   July 2011 - August 2011

Skills
Event Planning, Microsoft Excel, Microsoft Office, Social Media, Photoshop, Community Outreach, Veracross, InDesign, Illustrator, Spanish, Capital IQ, Twitter, Facebook, Instagram, Pinterest, Public Speaking, Databases, Data Entry, Adobe Creative Suite, Axys, Marketing Strategy, Social Media Marketing, PowerPoint, Prezi, Microsoft Word, Customer Service, Customer Retention, Marketing

Education
Loyola Marymount University   2008 — 2012
Bachelor of Science (B.S.), Business Administration, Senior

Akademie fur Internationale Bildung   2010 — 2010
N/A, International Business, History

Sam Dippo Sam Dippo Orange County, California Area Details
Sam Dippo's Albion Financial Group Experience June 2007 - August 2007
Job Law Clerk
Industry Law Practice
Experience
Wilson Sonsini Goodrich & Rosati  August 2014 - August 2014
Debevoise & Plimpton  June 2014 - August 2014
Wilson Sonsini Goodrich & Rosati  June 2013 - August 2013
Google  July 2010 - July 2012
Georgetown University's McDonough School of Business  July 2009 - May 2010
Albion Financial Group   June 2007 - August 2007

Skills
Mergers & Acquisitions, Due Diligence, Leadership, Intellectual Property, Legal Research, Legal Writing, Licensing, Editing, Research, Policy Analysis, Litigation, Copyright Law, Social Media

Education
Stanford University Law School   2012 — 2015

Georgetown University   2006 — 2010
BA

Doug Wells Doug Wells Greater Salt Lake City Area Details
Doug Wells's Albion Financial Group Experience 2002 - Present
Job Partner at Albion Financial Group
Industry Investment Management
Experience
Albion Financial Group   2002 - Present
The Nexus Group   1995 - 2002
DuPont  1987 - 1993

Skills
Private Equity, Investments, Wealth Management, Venture Capital, Due Diligence, Mutual Funds, Alternative Investments, Mergers & Acquisitions, Start-ups, Entrepreneurship, Asset Management, Business Development, Finance, Corporate Development, Financial Advisory, Small Business, Financial Modeling, Bonds, Hedge Funds, Equities, Portfolio Management, Executive Management, Valuation, Corporate Finance, Emerging Markets, Angel Investing

Education
Stanford University Graduate School of Business   1993 — 1995
MBA, Investment Management & Entrepreneurship

Purdue University   1982 — 1987
Bachelor of Science - Engineering, Magna Cum Laude

Jose Biton Jose Biton Miami/Fort Lauderdale Area Details
Jose Biton's Albion Financial Group Experience August 2002 - April 2006
Job CFO at Intcomex
Industry Executive Office
Experience
Intcomex  April 2015 - Present
Rocket Group   November 2011 - April 2015
Rocket Learning  June 2009 - August 2013
Jibe Solutions   January 2008 - December 2008
Crystal Advisors L.L.C.   May 2006 - January 2008
Aqua Sciences   2008 - 2008
Albion Financial Group   August 2002 - April 2006
Time Warner  June 2001 - August 2001
Applied Materials  June 1997 - July 2000

Skills
Business Development, Valuation, Strategy, Entrepreneurship, Investments, Strategic Planning, Financial Analysis, Team Management, Financial Modeling, Operations Management, Capital Budgeting, Project Management, Start-ups, Private Equity, Venture Capital, Management, Program Management, Marketing, Working Capital..., Finance, Leadership, Risk Management, Business Planning, Mergers & Acquisitions, Business Strategy

Education
University of Pennsylvania - The Wharton School   2000 — 2002
MBA, Finance and Entrepreneurship

Georgia Institute of Technology   1998 — 1999
MSIE, Engineering

Georgia Institute of Technology   1993 — 1997
BIE, Engineering

Chris Kowalski Chris Kowalski Independence, Ohio Details
Chris Kowalski's Albion Financial Group Experience June 2014 - July 2014
Job Student at The Ohio State University The Max M. Fisher College of Business
Industry Investment Banking
Experience
Cranwood Capital   June 2015 - Present
Albion Financial Group   June 2014 - July 2014
Albion Financial Group   August 2013 - August 2013
Albion Financial Group   May 2012 - May 2012

Skills
Portfolio Management, Financial Analysis, Private Equity, Equity Valuation, Equity Research, Finance, Preqin, Data Analysis, Accounting, Financial Accounting, JavaScript, Python, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, Access, Investments, Venture Capital, Equities, Asset Management, Economics, Bloomberg, Financial Markets, Fixed Income, Corporate Finance, Capital Markets, Bonds

Education
The Ohio State University - The Max M. Fisher College of Business   2013 — 2016
Finance, Accounting and Economics, Business, 3.98

Amber Kosmas Amber Kosmas Greater Salt Lake City Area Details
Amber Kosmas's Albion Financial Group Experience June 2006 - Present
Job Administrator & Property Manager at Albion Financial Group
Industry Consumer Services
Experience
CR Cleans   April 2011 - Present
Albion Financial Group   June 2006 - Present

Skills
Customer Service, Microsoft Word, English, Microsoft Excel, PowerPoint, Outlook, Photoshop, Public Speaking, Research, Windows, Teaching, Marketing Communications, Online Marketing, Social Media Marketing, Office Administration

Education
Salt Lake Community College   2012 — 2016

Dana Pool Dana Pool Salt Lake City, Utah Details
Dana Pool's Albion Financial Group Experience July 2013 - Present
Job Private Equity Associate at Albion Financial Group
Industry Investment Management
Experience
Albion Financial Group   July 2013 - Present
Goldman Sachs  November 2010 - May 2013
Bates College  January 2010 - May 2010
Morgan Stanley Smith Barney  June 2008 - February 2009

Skills
Bloomberg, Fixed Income, Capital Markets, Hedge Funds, Equities, Investment Banking, Finance, Investments, Analysis, Economics, Credit

Education
University of Utah - David Eccles School of Business   2015 — 2017
Master of Business Administration (MBA)

Bates College   2006 — 2010
Bachlor of Arts, Economics (Major), Rhetoric (Minor)

Rowland Hall- St. Mark's   2002 — 2006

University of the South Pacific (Fiji Islands)   2008 — 2008
Study Abroad: School for International Training

Elizabeth Bernhard Elizabeth Bernhard Salt Lake City, Utah Details
Elizabeth Bernhard's Albion Financial Group Experience February 2009 - Present
Job Senior Wealth Advisor at Albion Financial Group
Industry Investment Management
Experience
Albion Financial Group   February 2009 - Present

Skills
Certified Financial..., Asset Management

Education
Westminster College   2010 — 2012
Master of Business Administration (M.B.A.), Financial Planning and Services

University of Colorado Boulder   2001 — 2005
Bachelor's Degree, Economics

Claudia Roberts Claudia Roberts Fairfax, Vermont Details
Claudia Roberts's Albion Financial Group Experience February 2001 - August 2001
Job Business Analyst/Data Analyst
Industry Computer Software
Experience
Pearson, K-12 Technology  November 2008 - April 2012
Measured Progress  2012 - 2012
Better Business Bureau  March 2004 - November 2008
Internet Properties   April 1994 - August 2002
Albion Financial Group   February 2001 - August 2001
Kirlin Securities  1989 - 1995

Skills
Sales, Negotiation, Data Analysis, Business Development, Marketing, Account Management, Proposal Writing, Marketing Strategy, Financial Analysis, Business Analysis

Education
University of Utah - David Eccles School of Business   1999 — 2001
MBA, Finance and Accounting

Commercial Investment Real Estate Mgmt   1994 — 1996
CCIM, Commercial Investment Real Estate

State University of New York College at Purchase
Bachelors, Sociology

Jude Shao Jude Shao Houston, Texas Details
Jude Shao's Albion Financial Group Experience September 2008 - November 2009
Job American Energy Products Company
Industry Oil & Energy
Experience
American Energy Products Company   April 2014 - Present
n/a  May 2013 - Present
JS & Associates   January 2012 - April 2013
Ubidyne, Inc   January 2009 - December 2011
Albion Financial Group   September 2008 - November 2009
China Business Ventures, Inc   1993 - 2008
William Blair  1992 - 1992
DigiCom Computers, Inc   September 1986 - June 1991
Shanghai State-owned Computer Company   July 1984 - July 1986

Skills
Business Development, Due Diligence, Project Management, Competitive Analysis, Start-ups, Business Strategy, New Business Development, Entrepreneurship, Telecommunications, Leadership, Management, Analysis, Strategic Planning, Wireless, Strategic Partnerships

Education
Stanford University Graduate School of Business   1991 — 1993
MBA

UH School of Law, Modesto, CA   2005 — 2008
3rd year correspondence law student pursuing a J.D in, Law

Shanghai Jiao Tong University   1980 — 1984
B.S, EE and Computer Science

Shanghai Shixi High School

Jeremy Page-Wood Jeremy Page-Wood Kalamazoo, Michigan Area Details
Jeremy Page-Wood's Albion Financial Group Experience March 2002 - April 2008
Job at RETIRED
Industry Automotive
Experience
RETIRED  January 2008 - Present
AUTO TECH   2002 - 2009
Albion Financial Group   March 2002 - April 2008

Skills
Sales Management, Customer Service, Strategic Planning, Leadership, Budgets, Nonprofits, Fundraising, Marketing Strategy, New Business Development, Marketing, Team Leadership, Coaching

Education
Michigan State University   1964 — 1968
BA, PSYC/SCOSIOLOGY/ECONOMICS

Lakeshore High School   1960 — 1964