First Western Advisors
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.
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First Western Advisors Employees
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
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
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
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)
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
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
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
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
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
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
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