Investment Management Consultants
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Investment Management Consultants Employees
Keller Williams January 2015 - Present
Edward Life Sciences September 2012 - February 2015
Emily Hayes Photography January 2009 - December 2013
Investment Management Consultants August 2011 - January 2012
Financial Industries Regulatory Authority (FINRA) October 2006 - July 2011
Skills
Data Analysis, Project Management, Photography, Securities, Microsoft Office, Research, Microsoft SQL Server, Purchasing, Systems Analysis, Customer Support, Business Writing, Oracle, Client Retention..., Problem Solving, Business Administration, Adobe Photoshop, JD Edwards, Manufacturing, Distribution Center..., Real Estate Transactions, Real Estate, Real Estate Marketing
Education
Brigham Young University 2002 — 2006
BA, Marriage Family and Human Development
Investment Management Consultants July 2015 - Present
Morgan Stanley Wealth Management August 2014 - July 2015
Skills
ETFs, Bonds, Retirement, Options, Fixed Income, Wealth, Investments, 401k, 401k Rollovers, Trading, Equity Trading, Bloomberg, Roth IRA, Stocks, Mutual Funds, Series 7, Securities
Education
Dixie State University
Toastmasters International 2005 - Present
Investment Management Consultants 2010 - 2015
Utah Entrepreneur Challenge 2005 - 2013
New York Life Insurance Company 2007 - 2010
Technical Change Associates 1988 - 2006
Skills
Investments, Financial Analysis, Strategic Planning, Public Speaking, Asset Managment, Financial Modeling, Business Strategy, Retirement Planning, Insurance, Series 7, Management, Asset Management, Business Development, Marketing, Leadership, Business Planning, Strategic Partnerships, Product Development
Education
Harvard Business School 1981 — 1983
MBA
Rensselaer Polytechnic Institute 1975 — 1979
BS, Mechanical Engineering
ForwardMomentum LC July 2015 - Present
SurgeFront March 2015 - August 2015
Investment Management Consultants July 2014 - September 2014
Skills
Microsoft Word, Strategic Planning, Social Media, Microsoft Excel, Market Research, Marketing, Teamwork, Customer Service, Public Speaking, Research, Analysis, Sales, Leadership, PowerPoint, Team Building, Microsoft Office, Management, Data Analysis
Education
Brigham Young University 2014 — 2018
Market Research (Statistics Major, Business Minor), 3.86 Cumulative
Viewmont High School 2009 — 2012
3.944
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
TrueNorth Wealth Management July 2014 - Present
8 Pillars, LLC January 2013 - July 2014
Investment Management Consultants 2009 - 2012
UMA Financial Services 2007 - 2009
UMA Financial Services 1998 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking
Education
Brigham Young University 1982 — 1987
Bachelor of Science (BS), Family Financial Planning & Counseling
First Pacific Financial/KMS Financial Services March 2012 - Present
Investment Management Consultants March 2008 - March 2012
Smith Barney September 1999 - March 2008
Skills
Asset Management, Compliance, Trading, Administrative Support, Retirement Planning
Education
Portland State University - School of Business 1999 — 2002
Bachelor, Business Management
Investment Management Consultants September 2006 - Present
BAC Concepts 2008 - 2013
Goldman Sachs 2000 - 2003
JP Morgan 1996 - 1998
Skills
Investments, Alternative Investments, Asset Managment, Asset Management, Mutual Funds, Hedge Funds, Investment Management, Series 7, Asset Allocation, Financial Analysis, Finance, Securities, Mergers & Acquisitions, Portfolio Management, Investment Advisory, Due Diligence, Strategic Financial..., Retirement Planning, Equities, Joint Ventures, Wealth Management, 401k
Education
Brigham Young University--Marriott School of Management 1991 — 1993
Master of Business Administration (MBA), Investment Management
Investment Management Consultants January 2005 - Present
Montage Deer Valley November 2010 - December 2011
The Lodges at Deer Valley/Silver Baron Lodge November 2009 - April 2010
Stein Eriksen Lodge, Upper Deer Valley October 2007 - November 2008
The Chateaux at Silver Lake, Upper Deer Valley November 2005 - September 2007
Wells Fargo Private Client Services April 2002 - December 2004
Prudential Securities October 1981 - April 2002
IBM Corporation December 1969 - December 1979
Skills
Investments, Customer Service, Securities, Financial Analysis, Customer Relations, Financial Planning, Asset Management
Education
Westminster College 1990 — 1997
MBA, International Business
College for Financial Planning - Denver, CO 1984 — 1987
CFP®, CERTIFIED FINANCIAL PLANNER™ Professional
University of Nevada-Reno 1965 — 1969
BS, Secondary Business Education; Economics
Capital Sisters March 2012 - June 2013
Investment Management Consultants August 2011 - February 2012
Higher One August 2009 - September 2011
eToys August 2006 - December 2008
2008 Democratic National Convention June 2008 - August 2008
Morgan Stanley Dean Witter September 1995 - September 2001
OppenheimerFunds May 1993 - August 1995
Skills
Public Speaking, Customer Service, Training, Strategic Planning, Event Planning, Microsoft Office, Fundraising, Social Media, Management, Team Building, Team Leadership, Leadership, Program Management, Budgets, Public Relations, Analysis, Research, Event Management, Leadership Development, Data Analysis, Marketing, Microsoft Excel, Social Networking, Editing, Access, Project Management
Education
University of Colorado at Denver 1988 — 1992
Bachelor of Arts, Political Science