First Western Advisors

Description

Address: 3165 Millrock Dr, Salt Lake City, UT 84121 Phone: (801) 930-6500Website: : Place name: : : : Hours: Category: : : Website: http://www.fwainvest.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.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 First Western Advisors Posting publicly on the Web Write a review Reviews Be the first to review

First Western Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Western Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

First Western Advisors Salaries. You can even request information on how much does First Western Advisors pay if you want to. Learn about salaries, pros and cons of working for First Western Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

14 First Western Advisors employees in database. Find out everything there's to know about First Western Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

First Western Advisors Employees

Employee
Years
Job
Industry
Mansour Ariazand Mansour Ariazand Greater Salt Lake City Area Details
Mansour Ariazand's First Western Advisors Experience October 1994 - January 2004
Job Financial Services Professional at MassMutual Intermountain West
Industry Insurance
Experience
MassMutual Intermountain West  January 2015 - Present
National Agents Alliance Corporate  September 2012 - January 2015
Insphere Insurance Solutions  June 2010 - September 2012
First Western Advisors   October 1994 - January 2004
Prudential Securities  October 1983 - October 1994

Education
Brigham Young University   1970 — 1975
Bachelor's of Science, Marketing

Tina Hutchins Tina Hutchins Greater Salt Lake City Area Details
Tina Hutchins's First Western Advisors Experience April 2008 - March 2010
Job Licensed Broker
Industry Financial Services
Experience
Larger Firm   November 2010 - Present
First Western Advisors   April 2008 - March 2010
E*TRADE Financial Corporation  November 2007 - March 2008
Body By Nature, Inc.   December 2006 - November 2007
Vitamix, LT Hutchins, Inc.   November 1997 - December 2006
Zions Bank  October 1994 - October 1997

Skills
Sales, Customer Service, Life Insurance, Marketing, Real Estate, Credit, Investments, Loans, Sellers, Disability Insurance

Education
Dixie State University   1998 — 2000
Associate of Science (A.S.), Nursing

Dixie High School   1979 — 1981
Diploma, Education

Chris Speer Chris Speer Greater Chicago Area Details
Chris Speer's First Western Advisors Experience January 2014 - July 2014
Job MBA Candidate at Chicago Booth
Industry Higher Education
Experience
The University of Chicago Booth School of Business  August 2014 - Present
Amazon  June 2015 - September 2015
First Western Advisors   January 2014 - July 2014
Goldman Sachs  January 2011 - January 2014
Hubcap Heaven & Wheels   January 2008 - December 2010
Head Skis, Tyrolia, Smith Optics, Canyons   2001 - 2007

Skills
Leadership, Start-ups, Entrepreneurship, Finance, Financial Analysis, Mergers & Acquisitions, Business Planning, Analysis, Business Strategy, Financial Modeling, Private Equity, Risk Management, Corporate Finance, Valuation, Investments, Business Analysis, Business, Investment Banking, Executive Management, Venture Capital, Portfolio Management, Business Development, Strategy, Management, Small Business

Education
The University of Chicago Booth School of Business   2014 — 2016
Master of Business Administration (MBA)

David Eccles School of Business (ranked 21st globally for financial research)
Bachelor's Degree

Scott Teran Scott Teran Salt Lake City, Utah Details
Scott Teran's First Western Advisors Experience May 2013 - June 2015
Job Technical Writer at CLEARLINK
Industry Writing and Editing
Experience
CLEARLINK  June 2015 - Present
Freelance  October 2011 - Present
First Western Advisors   May 2013 - June 2015
SOS Employment Group  January 2012 - March 2013
Seamless.com  August 2010 - January 2012
Nabeya Bitech   May 2009 - August 2009

Skills
HTML, JavaScript, CSS, Quality Assurance, Email Marketing, Technical Communication, SEO, Proofreading, InDesign, PowerPoint, Software Documentation, Copy Editing, Writing, Microsoft Word, Visio, Japanese-English..., Social Networking, Project Management, Microsoft Office, Instructional Design, Photoshop, Captivate, RoboHelp, Microsoft Excel, Dreamweaver, Google Apps, Data Analysis, Business Analysis, Editing, Copywriting, Web Content, Marketing, Training, Customer Service, Technical Documentation, Technical Writing

Education
Utah State University   2012 — 2014
Master of Science (MS), Technical Communication

Brigham Young University   2007 — 2010
Bachelor of Arts (BA), Japanese, English (Minor)

Ana G Jackson Ana G Jackson Greater Salt Lake City Area Details
Ana G Jackson's First Western Advisors Experience April 2011 - June 2011
Job MBA Candidate
Industry Marketing and Advertising
Experience
RhinoSuperCart.com   January 2012 - Present
Ogden City Business Development   October 2012 - April 2013
Utah Entrepreneur Series   April 2012 - April 2013
MediConnect  June 2012 - August 2012
University of Utah Hospitals and Clinics  December 2010 - June 2012
The Wayne Brown Institute  December 2011 - February 2012
First Western Advisors   April 2011 - June 2011
University of Utah Hospitals and Clinics  June 2009 - May 2010

Education
Weber State University   2012 — 2014
Master of Business Administration (MBA)

University of Utah   2010 — 2011
Bachelor of Science, Economics

Salt Lake Community College   2006 — 2009
Associate of Science, Business

Lori Nieto Lori Nieto Saint George, Utah Details
Lori Nieto's First Western Advisors Experience June 2012 - November 2014
Job Youth Outpatient Services Support Staff Secretary / Intake Specialist at Southwest Behavioral Health Center
Industry Executive Office
Experience
First Western Advisors   June 2012 - November 2014
Stanworth, Todd & Christensen (Lincoln Financial Advisors)   2012 - 2012
AlphaGraphics, Inc. World Headquarters   2009 - 2012
ELLE Enterprises   2008 - 2008
Rio Tinto Kennecott Utah Copper  2008 - 2008
United Airlines  1998 - 2008
Farmers Insurance  1997 - 1998
A&K Railroad Materials, Inc.   1996 - 1997
Legal Aid Society Of Utah   1994 - 1995

Skills
Management, Training, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, QuickBooks, Employee Training, Interviews, Small Business, Communication, Software Documentation, Project Management, New Business Development, AMS (employee Absence..., eRoom (electronic..., eWay (online office..., Cosmo (aircraft cabin..., MARS (Manpower..., Manager's Toolbox (..., Prospect (online portal..., Ketera EasyOrder..., ERP (Enterprise..., Savoya (online..., SkyNet (online portal..., SAP (online financial..., Travel Port..., Unimatic/TSO/Apollo..., WebList (online..., Web Publishing..., WebTool (operating..., AlphaLink (extensive..., BaseCamp (web-based..., Manymoon (web-based..., TripIt (online travel..., MS Office Suite, Design It (financial..., WinOps, Streetscape, Pareto, Inventory Management, Legal Documents Drafting, Office Management, Effective Communication, Operating Budget..., Credible - complete..., Authorize.net, OQ Analyst, QGlobal - psychiatric..., Extensive appointment...

Education
Brigham Young University
Business Management Legal Secretary

Salt Lake Community College
Associate of Applied Science Certified Legal Assistant Dean's List Honor Roll Recipient

Jeff Teran, CFP®, MSF Jeff Teran, CFP®, MSF Greater Salt Lake City Area Details
Jeff Teran, CFP®, MSF's First Western Advisors Experience December 2006 - Present
Job EVP of Finance and Investments at First Western Advisors
Industry Financial Services
Experience
First Western Advisors   December 2006 - Present
First Western Advisors   December 2006 - Present
First Western Advisors   May 2004 - December 2006
First Western Advisors   January 2001 - May 2004

Education
Creighton University's Heider College of Business   2014 — 2017
Master of Investment Management and Financial Analysis, Finance and Financial Management Services

University of Utah - David Eccles School of Business   2008 — 2010
Master's degree, Finance

University of Utah - David Eccles School of Business   2001 — 2005
Bachelor of Science (BS), Finance

University of Utah - David Eccles School of Business   2001 — 2005
Bachelor of Arts (BA), Marketing

Duane Toney Duane Toney Greater Salt Lake City Area Details
Duane Toney's First Western Advisors Experience June 2003 - September 2006
Job CPA/Personal Financial Specialist, Investment Advisor Representative at Investment Management Consultants
Industry Investment Management
Experience
Investment Management Consultants  October 2006 - Present
Legacy Insurance Advisors   June 2005 - Present
Oxford Financial Group  November 2002 - Present
First Western Advisors   June 2003 - September 2006
Sorenson Companies   May 1987 - April 1999
Deloitte & Touche  January 1984 - April 1987

Education
Brigham Young University   1981 — 1983
M.S., Accounting, Tax Emphasis

Brigham Young University   1977 — 1983
Bachelors, Accounting

Trish Hatch Trish Hatch Greater Salt Lake City Area Details
Trish Hatch's First Western Advisors Experience September 1994 - July 1997
Job Director at Women's Leadership Institute
Industry Nonprofit Organization Management
Experience
Women's Leadership Institute  2015 - Present
Wilson Davis & Co.   April 2014 - December 2014
Salt Lake Chamber  November 2011 - May 2014
UBS Financial Services  September 2008 - February 2011
DA Davidson   November 2007 - September 2008
Smith Barney  August 1997 - November 2007
First Western Advisors   September 1994 - July 1997
First Capital Securities   June 1988 - August 1994

Skills
Fixed Annuities, Series 63, Training, Series 7, Investments, Retirement Planning, Customer Service, Financial Services, Uniform Combined State..., Finance, Management, Sales, Mutual Funds, Financial Analysis, Wealth Management, Human Resources, Public Relations, Small Business, Public Speaking, Stock Trading, Strategic Planning, Team Building, Leadership, Problem Solving

Education
Brigham Young University   1979 — 1982
Bachelor's Degree, Communication

Chris Nielsen Chris Nielsen Raleigh-Durham, North Carolina Area Details
Chris Nielsen's First Western Advisors Experience January 2011 - December 2013
Job Associate Account Executive at Twenty20 Inc.
Industry Computer Software
Experience
Twenty20 Inc.  September 2015 - Present
Alpha Instincts K9 Training Systems   December 2013 - May 2015
Ameriprise Financial Services, Inc.   May 2013 - September 2014
First Western Advisors   January 2011 - December 2013
Tetra Financial Group  January 2009 - December 2011
M6 Marketing   March 2008 - January 2009
Willow Creek School and Treatment Center   February 2007 - December 2008
The Church of Jesus Christ of Latter-day Saints  October 2004 - January 2007

Skills
Investments, Management, Leadership, Sales, Strategic Financial..., Financial Analysis, Finance, Sales Management, Entrepreneurship, Programming Languages, Retirement Planning, Public Speaking, Information Technology, Alternative Investments, Estate Planning, Investment Strategies, Funding, CRM, Programming, Wealth Management, Venture Capital, Mutual Funds, Negotiation, Marketing, Sales Process, Team Leadership, Bonds, Credit, Small Business, Marketing Strategy, Securities, Stocks, Real Estate, Financial Planning, Creative Strategy, Technology Integration, Software Project..., Enterprise Software, Online Marketing, Strategic Planning, Social Media Marketing, Customer Service, Team Building, New Business Development

Education
Brigham Young University
B.S. International Business, Political Science & Business Management

Renee E. Wood, CPA Renee E. Wood, CPA Las Vegas, Nevada Area Details
Renee E. Wood, CPA's First Western Advisors Experience September 2003 - December 2005
Job Manager, Financial Performance Reporting at NV Energy
Industry Utilities
Experience
NV Energy  August 2014 - Present
NV Energy  September 2009 - August 2014
NV Energy  December 2007 - September 2009
PricewaterhouseCoopers  January 2006 - December 2007
First Western Advisors   September 2003 - December 2005
Peace House, Inc.   January 2002 - December 2004
George K. Baum & Company   November 1999 - October 2001
Securities America, Inc. Member FINRA/SIPC   March 1994 - February 1997

Skills
Internal Controls, Process Improvement, Sarbanes-Oxley, Financial Accounting, Compliance, Power Utilities, Investment Brokerage, Fundraising, Non-profits, Grant Writing, Finance, Enterprise Risk..., Auditing, Internal Audit, Nonprofits, Management, Sarbanes-Oxley Act, CPA, Project Planning, Accounting

Education
CPA - State of Nevada   2008 — 2008
Certified Public Accountant, Accounting

FINRA Licensed (Expired)   1994 — 2007
Securities Licenses, Series 7, 8 (9&10), 24, 63 and 65

Westminster College   2003 — 2005
M.B.A., Emphasis in Accounting

Kansas State University   1988 — 1992
B.S., Education-Mathematics