Investment Management Consultants

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

Investment Management Consultants Salaries. You can even request information on how much does Investment Management Consultants pay if you want to. Learn about salaries, pros and cons of working for Investment Management Consultants 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!

10 Investment Management Consultants employees in database. Find out everything there's to know about Investment Management Consultants 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.

Investment Management Consultants Employees

Employee
Years
Job
Industry
Emily Hayes Emily Hayes Greater Salt Lake City Area Details
Emily Hayes's Investment Management Consultants Experience August 2011 - January 2012
Job Real Estate Agent at Keller Williams
Industry Real Estate
Experience
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

Dani Mulliner Dani Mulliner Salt Lake City, Utah Details
Dani Mulliner's Investment Management Consultants Experience July 2015 - Present
Job Stockbroker at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Lloyd Alexander Lloyd Alexander Greater Salt Lake City Area Details
Lloyd Alexander's Investment Management Consultants Experience 2010 - 2015
Job Managing money. Making a difference.
Industry Nonprofit Organization Management
Experience
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

Kevin Toney Kevin Toney Greater Salt Lake City Area Details
Kevin Toney's Investment Management Consultants Experience July 2014 - September 2014
Job Account Developer at Forward Momentum | Up and Coming Marketing Research Expert | Web Developer
Industry Market Research
Experience
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

Duane Toney Duane Toney Greater Salt Lake City Area Details
Duane Toney's Investment Management Consultants Experience October 2006 - Present
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

Trent Searle Trent Searle Greater Salt Lake City Area Details
Trent Searle's Investment Management Consultants Experience 2009 - 2012
Job Financial Planner at TrueNorth Wealth Management
Industry Financial Services
Experience
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

Courtney Prince Courtney Prince Vancouver, Washington Details
Courtney Prince's Investment Management Consultants Experience March 2008 - March 2012
Job Client Relations Specialist at First Pacific Associates
Industry Financial Services
Experience
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

Brent Cochran Brent Cochran Greater Salt Lake City Area Details
Brent Cochran's Investment Management Consultants Experience September 2006 - Present
Job Senior Vice President at Investment Management Consultants
Industry Financial Services
Experience
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

Karen Tafuri, CFP® Karen Tafuri, CFP® Greater Salt Lake City Area Details
Karen Tafuri, CFP®'s Investment Management Consultants Experience January 2005 - Present
Job CERTIFIED FINANCIAL PLANNER™ Professional at Investment Management Consultants
Industry Hospitality
Experience
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

Delana Mullins Maynes Delana Mullins Maynes Greater Denver Area Details
Delana Mullins Maynes's Investment Management Consultants Experience August 2011 - February 2012
Job Administrative Assistant at Capital Sisters
Industry Financial Services
Experience
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