Managed Wealth Financial
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Managed Wealth Financial Employees
Employee
Years
Job
Industry
Taylor Gygi Taylor Gygi's Managed Wealth Financial Experience January 2014 - March 2015
Job Marketing Student at BYU
Industry Marketing and Advertising
Experience
Matador Entertainment April 2015 - August 2015
Supersonic Car Wash October 2014 - April 2015
Managed Wealth Financial January 2014 - March 2015
Pacific Blue Auto Detail May 2013 - September 2013
Skills
Microsoft Office, Public Speaking, Spanish, Microsoft Excel, Customer Service, Microsoft Word, Data Analysis, PowerPoint, Research, Facebook, Market Research, Leadership, Teamwork, Social Media, Social Networking, Access, Financial Analysis, Brand Development, Organizational..., Sports Marketing, Marketing, Social Media Marketing
Education
Brigham Young University 2013 — 2017
Marketing
Red Mountain High School
Honorary Scholastic Diploma
Matador Entertainment April 2015 - August 2015
Supersonic Car Wash October 2014 - April 2015
Managed Wealth Financial January 2014 - March 2015
Pacific Blue Auto Detail May 2013 - September 2013
Skills
Microsoft Office, Public Speaking, Spanish, Microsoft Excel, Customer Service, Microsoft Word, Data Analysis, PowerPoint, Research, Facebook, Market Research, Leadership, Teamwork, Social Media, Social Networking, Access, Financial Analysis, Brand Development, Organizational..., Sports Marketing, Marketing, Social Media Marketing
Education
Brigham Young University 2013 — 2017
Marketing
Red Mountain High School
Honorary Scholastic Diploma
Dean Evans Dean Evans's Managed Wealth Financial Experience February 2013 - November 2013
Job Financial Consultant
Industry Financial Services
Experience
Tranont December 2013 - Present
Managed Wealth Financial February 2013 - November 2013
Parish Chemical Company 1995 - 2013
The Perkin Elmer Corporation 1977 - 1995
Skills
Estate Planning, Insurance, Life Insurance, Retirement, IRAs, Wealth, 401k, Fixed Annuities, Term Life Insurance, Retirement Planning, Investment Strategies, Wealth Management, Financial Analysis, Strategic Financial..., 401k Rollovers, Customer Service, Financial Planning, Wealth Management...
Education
University of Nevada-Reno
Master of Science (MSc), Chemistry
Brigham Young University
Bachelor of Science (BSc), Chemistry
Tranont December 2013 - Present
Managed Wealth Financial February 2013 - November 2013
Parish Chemical Company 1995 - 2013
The Perkin Elmer Corporation 1977 - 1995
Skills
Estate Planning, Insurance, Life Insurance, Retirement, IRAs, Wealth, 401k, Fixed Annuities, Term Life Insurance, Retirement Planning, Investment Strategies, Wealth Management, Financial Analysis, Strategic Financial..., 401k Rollovers, Customer Service, Financial Planning, Wealth Management...
Education
University of Nevada-Reno
Master of Science (MSc), Chemistry
Brigham Young University
Bachelor of Science (BSc), Chemistry
Kathy Cornelius Kathy Cornelius's Managed Wealth Financial Experience September 2008 - May 2014
Job Customer Service Specialist at American Family Insurance
Industry Insurance
Experience
American Family Insurance November 2014 - April 2015
Managed Wealth Financial September 2008 - May 2014
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Investments, Fixed Annuities, Wealth Management, Retirement, Portfolio Management, Pensions, Asset Managment, Long-term Care
Education
The University of Montana
Bachelor's degree, Business Administration and Management
American Family Insurance November 2014 - April 2015
Managed Wealth Financial September 2008 - May 2014
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Investments, Fixed Annuities, Wealth Management, Retirement, Portfolio Management, Pensions, Asset Managment, Long-term Care
Education
The University of Montana
Bachelor's degree, Business Administration and Management
Zach Hartle Zach Hartle's Managed Wealth Financial Experience December 2012 - Present
Job Finacial retirment planner at Managed Wealth Financial
Industry Financial Services
Experience
Managed Wealth Financial December 2012 - Present
Sihasi sounds and images July 2004 - Present
Education
Ohio University 2006 — 2009
Health/Health Care Administration/Management
Glen Oaks Community College 2004 — 2006
General Studies
Managed Wealth Financial December 2012 - Present
Sihasi sounds and images July 2004 - Present
Education
Ohio University 2006 — 2009
Health/Health Care Administration/Management
Glen Oaks Community College 2004 — 2006
General Studies
Jason (Keawe) Enos Jason (Keawe) Enos's Managed Wealth Financial Experience June 2014 - Present
Job Senior Associate at Managed Wealth Financial
Industry Financial Services
Experience
Managed Wealth Financial June 2014 - Present
Utah Valley University August 2011 - May 2014
Skills
Retirement, Retirement Planning, Fixed Annuities, Equity Indexed Annuities, Indexed Annuities, Life Insurance, Term Life Insurance, Financial Analysis, Financial Planning, Financial Services, Retirement Savings, Debt Management, Debt Elimination, Asset Management, Asset Allocation, Asset Protection, Investments, Investment Strategies, Tax-advantaged..., Personal Financial..., Personal Finance, Wealth Accumulation, Wealth, Wealth Management, Wealth Preservation..., Wealth Transfer, 401k Rollovers, Savings, Savings Accounts, Estate Planning, Small Business, Business Systems, Entrepreneurship, Entrepreneurial Finance, Small Business..., Buy-sell Agreements, Executive Bonus Plans, Key Person Insurance, Strategic Planning for..., Strategic Financial..., Diversification, Income Protection, Universal Life, Finance, Leadership, Leadership Development, Team Leadership, Team Management, Team Building
Education
Utah Valley University 2011 — 2014
Bachelor of Science (B.S.), Exercise Science
Mesa Community College 2008 — 2009
Associate's degree, Kinesiology and Exercise Science
Managed Wealth Financial June 2014 - Present
Utah Valley University August 2011 - May 2014
Skills
Retirement, Retirement Planning, Fixed Annuities, Equity Indexed Annuities, Indexed Annuities, Life Insurance, Term Life Insurance, Financial Analysis, Financial Planning, Financial Services, Retirement Savings, Debt Management, Debt Elimination, Asset Management, Asset Allocation, Asset Protection, Investments, Investment Strategies, Tax-advantaged..., Personal Financial..., Personal Finance, Wealth Accumulation, Wealth, Wealth Management, Wealth Preservation..., Wealth Transfer, 401k Rollovers, Savings, Savings Accounts, Estate Planning, Small Business, Business Systems, Entrepreneurship, Entrepreneurial Finance, Small Business..., Buy-sell Agreements, Executive Bonus Plans, Key Person Insurance, Strategic Planning for..., Strategic Financial..., Diversification, Income Protection, Universal Life, Finance, Leadership, Leadership Development, Team Leadership, Team Management, Team Building
Education
Utah Valley University 2011 — 2014
Bachelor of Science (B.S.), Exercise Science
Mesa Community College 2008 — 2009
Associate's degree, Kinesiology and Exercise Science
Bruce Farrer Bruce Farrer's Managed Wealth Financial Experience August 2014 - Present
Job Sales Associate at Managed Wealth Financial
Industry Insurance
Experience
Managed Wealth Financial August 2014 - Present
Alpine School District August 2003 - September 2010
Alpine School District March 1983 - August 2002
Alpine School District August 1973 - February 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Brigham Young University 1973 — 1977
Master of Arts (M.A.), Educational Administration and Supervision
Brigham Young University 1967 — 1972
Bachelor of Arts (B.A.), Elementary Education and Teaching
Managed Wealth Financial August 2014 - Present
Alpine School District August 2003 - September 2010
Alpine School District March 1983 - August 2002
Alpine School District August 1973 - February 1983
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Brigham Young University 1973 — 1977
Master of Arts (M.A.), Educational Administration and Supervision
Brigham Young University 1967 — 1972
Bachelor of Arts (B.A.), Elementary Education and Teaching
Jason Doudt Jason Doudt's Managed Wealth Financial Experience August 2012 - May 2014
Job Xfinity Sales Professional
Industry Consumer Services
Experience
Comcast Cable February 2013 - Present
Managed Wealth Financial August 2012 - May 2014
Bankers Life and Casualty Company November 2011 - August 2012
Downey Insurance Agency Inc. - State Farm January 2011 - October 2011
Senator Tim Sheldon January 2010 - March 2010
Washington Mutual Home Loans May 2005 - June 2007
Skills
Strategic Planning, Process Improvement, Consulting, Management, Strategy, Coaching, Leadership, Wealth Management, Training, Long-term Care, Project Planning, Public Speaking, Marketing, Sales, Term Life Insurance, Customer Service, Team Building, Sales Management
Education
The Evergreen State College 2009 — 2011
South Puget Sound Community College 2008 — 2009
Comcast Cable February 2013 - Present
Managed Wealth Financial August 2012 - May 2014
Bankers Life and Casualty Company November 2011 - August 2012
Downey Insurance Agency Inc. - State Farm January 2011 - October 2011
Senator Tim Sheldon January 2010 - March 2010
Washington Mutual Home Loans May 2005 - June 2007
Skills
Strategic Planning, Process Improvement, Consulting, Management, Strategy, Coaching, Leadership, Wealth Management, Training, Long-term Care, Project Planning, Public Speaking, Marketing, Sales, Term Life Insurance, Customer Service, Team Building, Sales Management
Education
The Evergreen State College 2009 — 2011
South Puget Sound Community College 2008 — 2009
Marielle Booker Marielle Booker's Managed Wealth Financial Experience August 2013 - Present
Job Title Specialist at BMW Financial Services
Industry Financial Services
Experience
BMW Financial Services February 2014 - Present
Managed Wealth Financial August 2013 - Present
A&M Concepts Inc July 2013 - August 2013
Family Practice Associates of SWO, Inc September 2009 - March 2013
Sinclair Community College May 2007 - September 2009
Sinclair Community College June 2006 - June 2007
Skills
PowerPoint, Research, Microsoft Office, Microsoft Word, Customer Service, Website Building, Social Media, HTML, Leadership, Team Leadership, Public Speaking, Critical Thinking, Data Entry, Student Affairs, Editing, Windows, Access, Outlook, Teaching, Chemistry, Technical Writing, Event Planning, Time Management, Social Networking, Team Building, Marketing, Management, Budgets, Coaching
Education
Sinclair Community College 2006 — 2010
Associates of Science, Engineering Science
BMW Financial Services February 2014 - Present
Managed Wealth Financial August 2013 - Present
A&M Concepts Inc July 2013 - August 2013
Family Practice Associates of SWO, Inc September 2009 - March 2013
Sinclair Community College May 2007 - September 2009
Sinclair Community College June 2006 - June 2007
Skills
PowerPoint, Research, Microsoft Office, Microsoft Word, Customer Service, Website Building, Social Media, HTML, Leadership, Team Leadership, Public Speaking, Critical Thinking, Data Entry, Student Affairs, Editing, Windows, Access, Outlook, Teaching, Chemistry, Technical Writing, Event Planning, Time Management, Social Networking, Team Building, Marketing, Management, Budgets, Coaching
Education
Sinclair Community College 2006 — 2010
Associates of Science, Engineering Science
Amber Tialino Amber Tialino's Managed Wealth Financial Experience February 2012 - January 2014
Job Associate at Managed Wealth Financial
Industry Financial Services
Experience
Managed Wealth Financial February 2012 - January 2014
Highcrest Management Group January 2013 - April 2013
Brigham Young University August 2012 - December 2012
Devcon Security April 2012 - July 2012
Beneficial Financial Group August 2011 - December 2011
Skills
Strategy, Financial Analysis, Analysis, Leadership
Education
Brigham Young University 2010 — 2014
Bachelor of Science (BS), Finance, General, Junior
Managed Wealth Financial February 2012 - January 2014
Highcrest Management Group January 2013 - April 2013
Brigham Young University August 2012 - December 2012
Devcon Security April 2012 - July 2012
Beneficial Financial Group August 2011 - December 2011
Skills
Strategy, Financial Analysis, Analysis, Leadership
Education
Brigham Young University 2010 — 2014
Bachelor of Science (BS), Finance, General, Junior
Parker Hattabaugh Parker Hattabaugh's Managed Wealth Financial Experience June 2011 - March 2015
Job Financial Representative, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Mountain Orthopaedics July 2009 - June 2015
Managed Wealth Financial June 2011 - March 2015
Ski n see September 2001 - March 2013
Skills
Financial Planning, Investments, Retirement, Retirement Planning, 401k, Insurance, IRAs, Portuguese, Fixed Annuities, Life Insurance, Term Life Insurance, Series 6, Series 63
Education
Utah State University
Bachelor of Business Administration (BBA)
Salt Lake Community College 2008 — 2010
Associates of science, Business
Fidelity Investments June 2015 - Present
Mountain Orthopaedics July 2009 - June 2015
Managed Wealth Financial June 2011 - March 2015
Ski n see September 2001 - March 2013
Skills
Financial Planning, Investments, Retirement, Retirement Planning, 401k, Insurance, IRAs, Portuguese, Fixed Annuities, Life Insurance, Term Life Insurance, Series 6, Series 63
Education
Utah State University
Bachelor of Business Administration (BBA)
Salt Lake Community College 2008 — 2010
Associates of science, Business
Sheila Leeds Sheila Leeds's Managed Wealth Financial Experience February 2011 - Present
Job Investment Advisor Representative with Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division February 2012 - Present
Managed Wealth Financial February 2011 - Present
Brighton Ski Area 1988 - Present
University of Utah Hospital October 2010 - April 2012
McKay Dee Hospital June 1997 - October 2010
Skills
Leadership, RN OR circulator, Adult Educator
Education
University of Mary-Hardin Baylor
BSN, Nursing
Jacksonville University
undergraduate, Pre-Medicine/Pre-Medical Studies
University of New Mexico
post graduate, pre med
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division February 2012 - Present
Managed Wealth Financial February 2011 - Present
Brighton Ski Area 1988 - Present
University of Utah Hospital October 2010 - April 2012
McKay Dee Hospital June 1997 - October 2010
Skills
Leadership, RN OR circulator, Adult Educator
Education
University of Mary-Hardin Baylor
BSN, Nursing
Jacksonville University
undergraduate, Pre-Medicine/Pre-Medical Studies
University of New Mexico
post graduate, pre med
Mark Hinojosa Mark Hinojosa's Managed Wealth Financial Experience December 2014 - Present
Job Registered Representative with Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Managed Wealth Financial December 2014 - Present
Honeywell February 2013 - December 2014
Air Liquide January 2004 - February 2013
Air Liquide October 2002 - March 2004
Honeywell 1999 - 2000
Skills
Continuous Improvement, Process Improvement, Manufacturing, Process Engineering, Engineering, Management, Leadership, Root Cause Analysis, Operations Management, Semiconductors, Six Sigma, Team Building, Chemical Engineering, Cross-functional Team..., Quality Assurance, SPC, Product Development, Customer Service, Process Simulation, Testing, HAZOP, Training, Troubleshooting, FMEA, Life Insurance, Education, Financial Strategy
Education
University of Utah - David Eccles School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Austin 1997 — 2001
Bachelor of Science (B.S.), Chemical Engineering
Managed Wealth Financial December 2014 - Present
Honeywell February 2013 - December 2014
Air Liquide January 2004 - February 2013
Air Liquide October 2002 - March 2004
Honeywell 1999 - 2000
Skills
Continuous Improvement, Process Improvement, Manufacturing, Process Engineering, Engineering, Management, Leadership, Root Cause Analysis, Operations Management, Semiconductors, Six Sigma, Team Building, Chemical Engineering, Cross-functional Team..., Quality Assurance, SPC, Product Development, Customer Service, Process Simulation, Testing, HAZOP, Training, Troubleshooting, FMEA, Life Insurance, Education, Financial Strategy
Education
University of Utah - David Eccles School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Texas at Austin 1997 — 2001
Bachelor of Science (B.S.), Chemical Engineering
Niklaus Pleisch's Managed Wealth Financial Experience September 2011 - Present
Job Investment Advisor Representative with Transamerica Financial Advisors, Inc., Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial January 2012 - Present
Managed Wealth Financial September 2011 - Present
Aeronautical Systems Center October 2010 - December 2012
30th Comptroller Squadron November 2005 - October 2010
Afghanistan (USAF) March 2010 - July 2010
Combined Joint Task Force November 2008 - May 2009
USAF May 2003 - November 2005
Skills
Triathlon, Finance, Personnel Management, Managerial Finance, Program Management, Financial Analysis, Leadership, Cross-functional Team..., Strategic Financial..., Forecasting, Military Experience, Data Analysis, Team Building, Process Improvement, Training, Life Insurance, Investment Advisory, Budgets
Education
Auburn University 2007 — 2010
MBA, Finance
University of Michigan 1999 — 2003
Bachelors, Business Administration
Transamerica Financial Advisors, Inc., Transamerica Financial January 2012 - Present
Managed Wealth Financial September 2011 - Present
Aeronautical Systems Center October 2010 - December 2012
30th Comptroller Squadron November 2005 - October 2010
Afghanistan (USAF) March 2010 - July 2010
Combined Joint Task Force November 2008 - May 2009
USAF May 2003 - November 2005
Skills
Triathlon, Finance, Personnel Management, Managerial Finance, Program Management, Financial Analysis, Leadership, Cross-functional Team..., Strategic Financial..., Forecasting, Military Experience, Data Analysis, Team Building, Process Improvement, Training, Life Insurance, Investment Advisory, Budgets
Education
Auburn University 2007 — 2010
MBA, Finance
University of Michigan 1999 — 2003
Bachelors, Business Administration
Justin Sorensen Justin Sorensen's Managed Wealth Financial Experience April 2011 - February 2012
Job Senior Analyst at Ogden City
Industry Accounting
Experience
Ogden City September 2015 - Present
Kroger March 2015 - September 2015
America First Credit Union November 2011 - March 2015
Managed Wealth Financial April 2011 - February 2012
Rafael's Mexican Restaurant March 2001 - April 2011
Skills
Quick Learner, Outgoing, Data Entry, Fixed Assets, Bookkeeping, Deposits, Banking, Microsoft Word, PowerPoint, Customer Service, Credit Unions, 10 Key, Microsoft Excel, Microsoft Office, Accounting, Team Building, Leadership, Filing, Training, Finance, Financial Analysis, Invoicing, Small Business, Public Speaking, Management
Education
Weber State University 2014 — 2015
Master's degree, Accounting
Utah Valley University 2009 — 2011
Bachelor of Science, Accounting
Salt Lake Community College 2006 — 2008
Associate of Science, Business
Ogden City September 2015 - Present
Kroger March 2015 - September 2015
America First Credit Union November 2011 - March 2015
Managed Wealth Financial April 2011 - February 2012
Rafael's Mexican Restaurant March 2001 - April 2011
Skills
Quick Learner, Outgoing, Data Entry, Fixed Assets, Bookkeeping, Deposits, Banking, Microsoft Word, PowerPoint, Customer Service, Credit Unions, 10 Key, Microsoft Excel, Microsoft Office, Accounting, Team Building, Leadership, Filing, Training, Finance, Financial Analysis, Invoicing, Small Business, Public Speaking, Management
Education
Weber State University 2014 — 2015
Master's degree, Accounting
Utah Valley University 2009 — 2011
Bachelor of Science, Accounting
Salt Lake Community College 2006 — 2008
Associate of Science, Business
Glen Zaugg MBA Glen Zaugg MBA's Managed Wealth Financial Experience October 2014 - Present
Job Managed Wealth Financial
Industry Mental Health Care
Experience
Mainstreet Financial Services January 2015 - Present
Managed Wealth Financial October 2014 - Present
Rotary International July 2013 - June 2014
NATSAP January 2013 - September 2013
Heritage Schools, Inc. August 2008 - September 2013
NATSAP January 2011 - January 2013
NATSAP 2009 - January 2011
Heritage Schools Inc. August 2004 - August 2008
Heritage Schools Inc. July 1993 - August 2004
Sundance Mountain Resort August 1986 - May 1993
Skills
Program Development, Adolescents, Nonprofits, Mental Health, Treatment, Leadership Development, Counseling Psychology, Training, Fundraising, Strategic Planning, Behavioral Health, Social Services, Personal Development, Group Therapy, Leadership, Non-profits, Staff Development, Interventions, Executive Management, Grant Writing, Coaching, Healthcare, Business Development, Public Speaking
Education
University of Phoenix-Utah Campus
MBA, Business
Southern Utah University
BS, Accounting
Mainstreet Financial Services January 2015 - Present
Managed Wealth Financial October 2014 - Present
Rotary International July 2013 - June 2014
NATSAP January 2013 - September 2013
Heritage Schools, Inc. August 2008 - September 2013
NATSAP January 2011 - January 2013
NATSAP 2009 - January 2011
Heritage Schools Inc. August 2004 - August 2008
Heritage Schools Inc. July 1993 - August 2004
Sundance Mountain Resort August 1986 - May 1993
Skills
Program Development, Adolescents, Nonprofits, Mental Health, Treatment, Leadership Development, Counseling Psychology, Training, Fundraising, Strategic Planning, Behavioral Health, Social Services, Personal Development, Group Therapy, Leadership, Non-profits, Staff Development, Interventions, Executive Management, Grant Writing, Coaching, Healthcare, Business Development, Public Speaking
Education
University of Phoenix-Utah Campus
MBA, Business
Southern Utah University
BS, Accounting
Cory Kinghorn Cory Kinghorn's Managed Wealth Financial Experience November 2012 - September 2014
Job Regional Account Executive
Industry Financial Services
Experience
TransFirst Financial Services LLC/ Citizens Community Bank/ 1st Bank August 2014 - Present
City 1st Mortgage Services November 2012 - September 2014
Managed Wealth Financial November 2012 - September 2014
Liberty Mutual July 1998 - November 2012
Skills
Buy-sell Agreements, Life Insurance, Insurance, Fixed Annuities, Underwriting, Strategic Financial..., Term Life Insurance, Disability Insurance, Whole Life, Umbrella Insurance, Property Claims, Renters, Mortgage Marketing, Property & Casualty..., Universal Life, Mortgage Lending, Loans, Long-term Care
Education
Idaho State University 1985 — 1988
Bachelor of Business Administration (BBA), Business
TransFirst Financial Services LLC/ Citizens Community Bank/ 1st Bank August 2014 - Present
City 1st Mortgage Services November 2012 - September 2014
Managed Wealth Financial November 2012 - September 2014
Liberty Mutual July 1998 - November 2012
Skills
Buy-sell Agreements, Life Insurance, Insurance, Fixed Annuities, Underwriting, Strategic Financial..., Term Life Insurance, Disability Insurance, Whole Life, Umbrella Insurance, Property Claims, Renters, Mortgage Marketing, Property & Casualty..., Universal Life, Mortgage Lending, Loans, Long-term Care
Education
Idaho State University 1985 — 1988
Bachelor of Business Administration (BBA), Business
Kelly Hatch MBA Kelly Hatch MBA's Managed Wealth Financial Experience November 2013 - Present
Job Financial Consultant and Investment Advisor
Industry Financial Services
Experience
Managed Wealth Financial November 2013 - Present
Bubblin Crude Holdings LLC November 2010 - Present
AUGUSTA MORTGAGE INC January 1997 - February 2013
Market Mover Trading 2009 - 2010
BENEFICIAL FINANCIAL January 1996 - January 1997
TIMPANOGOS CARPET AND UPHOLSTERY January 1993 - January 1995
AGENCY RENT- A- CAR January 1990 - January 1993
Park's Sportsman January 1989 - January 1990
Brick Oven Pizza January 1988 - January 1989
J M Smuckers Corp April 1988 - September 1988
Skills
Investments, Entrepreneurship, Management, Small Business, Managerial Finance, Mortgage Banking, Real Estate Transactions, Real Estate Financing, Account Management, Human Resources, Team Building, Leadership, Finance, Strategic Planning, Start-ups, Marketing, Payroll, Analysis, Business Strategy, Training, Insurance, Contract Negotiation, Business Development, Executive Master of..., Marketing Strategy, Real Estate, Sales, Strategy
Education
Brigham Young University 2011 — 2013
Executive MBA, Business and Leadership
Brigham Young University 1986 — 1990
B.S, International Relations
Southern Utah University 1983 — 1983
Utah State University
Masters, Economics; an emphases in Human Resource Management
Managed Wealth Financial November 2013 - Present
Bubblin Crude Holdings LLC November 2010 - Present
AUGUSTA MORTGAGE INC January 1997 - February 2013
Market Mover Trading 2009 - 2010
BENEFICIAL FINANCIAL January 1996 - January 1997
TIMPANOGOS CARPET AND UPHOLSTERY January 1993 - January 1995
AGENCY RENT- A- CAR January 1990 - January 1993
Park's Sportsman January 1989 - January 1990
Brick Oven Pizza January 1988 - January 1989
J M Smuckers Corp April 1988 - September 1988
Skills
Investments, Entrepreneurship, Management, Small Business, Managerial Finance, Mortgage Banking, Real Estate Transactions, Real Estate Financing, Account Management, Human Resources, Team Building, Leadership, Finance, Strategic Planning, Start-ups, Marketing, Payroll, Analysis, Business Strategy, Training, Insurance, Contract Negotiation, Business Development, Executive Master of..., Marketing Strategy, Real Estate, Sales, Strategy
Education
Brigham Young University 2011 — 2013
Executive MBA, Business and Leadership
Brigham Young University 1986 — 1990
B.S, International Relations
Southern Utah University 1983 — 1983
Utah State University
Masters, Economics; an emphases in Human Resource Management
Silas Wong Silas Wong's Managed Wealth Financial Experience February 2014 - Present
Job Independent Insurance Consultant
Industry Financial Services
Experience
Pacific Crest Insurance Alliance July 2015 - Present
Managed Wealth Financial February 2014 - Present
Choice Insurance October 2010 - June 2014
Murphy Fine Furniture August 2000 - October 2009
Skills
Property & Casualty..., Commercial Insurance, Insurance, Umbrella Insurance, Sales, Strategic Planning, Team Building, Underwriting, Professional Liability, Management, Consulting, Liability, Brokers, Life Insurance, Employment Practices..., Negotiation, Legal Liability, Project Management, Leadership, Term Life Insurance, Commercial Lines, Retirement Planning, Risk Management, Disability Insurance
Education
Simpson University
Pacific Crest Insurance Alliance July 2015 - Present
Managed Wealth Financial February 2014 - Present
Choice Insurance October 2010 - June 2014
Murphy Fine Furniture August 2000 - October 2009
Skills
Property & Casualty..., Commercial Insurance, Insurance, Umbrella Insurance, Sales, Strategic Planning, Team Building, Underwriting, Professional Liability, Management, Consulting, Liability, Brokers, Life Insurance, Employment Practices..., Negotiation, Legal Liability, Project Management, Leadership, Term Life Insurance, Commercial Lines, Retirement Planning, Risk Management, Disability Insurance
Education
Simpson University
Tim Turley Tim Turley's Managed Wealth Financial Experience September 2013 - Present
Job Financial Independence: One Person at a Time
Industry Financial Services
Experience
Managed Wealth Financial September 2013 - Present
Tim Turley March 2006 - Present
Farm Bureau Financial Services July 2005 - March 2006
Skills
Leadership, Investments, Entrepreneurship, Finance, Real Estate, Loans, Disability Insurance, Retirement, Tax, Networking, Life Insurance, Investors, Teaching, Fixed Annuities, Insurance, REO, Retirement Planning, Small Business, Health Insurance, Estate Planning
Education
University of Redlands 1997 — 1999
MBA, Business Administration/I.S.
Brigham Young University 1981 — 1989
B.S., Therapeutic Recreation
Managed Wealth Financial September 2013 - Present
Tim Turley March 2006 - Present
Farm Bureau Financial Services July 2005 - March 2006
Skills
Leadership, Investments, Entrepreneurship, Finance, Real Estate, Loans, Disability Insurance, Retirement, Tax, Networking, Life Insurance, Investors, Teaching, Fixed Annuities, Insurance, REO, Retirement Planning, Small Business, Health Insurance, Estate Planning
Education
University of Redlands 1997 — 1999
MBA, Business Administration/I.S.
Brigham Young University 1981 — 1989
B.S., Therapeutic Recreation
Todd Cloward's Managed Wealth Financial Experience April 1998 - Present
Job Senior Marketing Director at Managed Wealth Financial
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division June 1998 - Present
Managed Wealth Financial April 1998 - Present
Army Aviation 1988 - 2001
Skills
Team Leadership, Customer Relations, Insurance, Strategic Planning, Retirement Planning, Investment Strategies, Benefits, Employee Benefits
Education
Brigham Young University 1983 — 1987
Accounting and Related Services
Orem MV 1980 — 1983
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division June 1998 - Present
Managed Wealth Financial April 1998 - Present
Army Aviation 1988 - 2001
Skills
Team Leadership, Customer Relations, Insurance, Strategic Planning, Retirement Planning, Investment Strategies, Benefits, Employee Benefits
Education
Brigham Young University 1983 — 1987
Accounting and Related Services
Orem MV 1980 — 1983
Ernest Shaw Ernest Shaw's Managed Wealth Financial Experience March 2013 - October 2013
Job Financial Advisor at Tanont Life
Industry Financial Services
Experience
Mergenthaler Transfer and Storage January 2015 - Present
Tranont Life October 2013 - Present
E.L. Shaw - Tutoring September 2012 - Present
Strategic Staffing October 2014 - December 2014
Managed Wealth Financial March 2013 - October 2013
Spillman Technologies November 2012 - December 2012
Con Fab California Corporation March 2012 - May 2012
Aquaveo May 2007 - January 2010
Skills
Civil Engineering, Structural Engineering, Finite Element Analysis, Structural Analysis, C++, HTML, Documentation, JavaScript, Engineering, Software Documentation, AutoCAD, Hydrology, Geotechnical Engineering, Water, Water Resources, Construction, Construction Management, Surveying, Modeling, CAD, Numerical Analysis
Education
Brigham Young University 2010 — 2011
Master of Science, Civil Engineering - Structural
Brigham Young University 2006 — 2009
Bachelor of Science, Civil Engineering
Columbia Basin College 1993 — 1999
Associates, General Studies
Mergenthaler Transfer and Storage January 2015 - Present
Tranont Life October 2013 - Present
E.L. Shaw - Tutoring September 2012 - Present
Strategic Staffing October 2014 - December 2014
Managed Wealth Financial March 2013 - October 2013
Spillman Technologies November 2012 - December 2012
Con Fab California Corporation March 2012 - May 2012
Aquaveo May 2007 - January 2010
Skills
Civil Engineering, Structural Engineering, Finite Element Analysis, Structural Analysis, C++, HTML, Documentation, JavaScript, Engineering, Software Documentation, AutoCAD, Hydrology, Geotechnical Engineering, Water, Water Resources, Construction, Construction Management, Surveying, Modeling, CAD, Numerical Analysis
Education
Brigham Young University 2010 — 2011
Master of Science, Civil Engineering - Structural
Brigham Young University 2006 — 2009
Bachelor of Science, Civil Engineering
Columbia Basin College 1993 — 1999
Associates, General Studies
Nick DiPadova Nick DiPadova's Managed Wealth Financial Experience November 2006 - Present
Job Pharmaceutical Sales Specialist at AstraZeneca
Industry Financial Services
Experience
AstraZeneca March 2013 - Present
Managed Wealth Financial November 2006 - Present
Sorenson Development January 2005 - November 2006
Education
Southern Utah University 2003 — 2004
Master, Business Administration
Brigham Young University 1997 — 2003
Bachelor of Science, Exercise Physiology
AstraZeneca March 2013 - Present
Managed Wealth Financial November 2006 - Present
Sorenson Development January 2005 - November 2006
Education
Southern Utah University 2003 — 2004
Master, Business Administration
Brigham Young University 1997 — 2003
Bachelor of Science, Exercise Physiology
Josh Ekola's Managed Wealth Financial Experience July 2011 - Present
Job Investment Advisor Representative/Branch Office Manager
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
Managed Wealth Financial July 2011 - Present
Dayton Freight Lines, Inc. May 2003 - July 2011
Skills
Customer Service, Risk Management, Financial Modeling, Financial Analysis, Strategic Financial..., Budgets, Strategic Planning, Leadership, Portfolio Management, Business Analysis, Team Leadership, Microsoft Excel, Negotiation, PowerPoint, Microsoft Word, Process Improvement, Microsoft Office, Project Management, Team Building, Coaching, Insurance, Cross-functional Team..., Investments, Finance, Securities, Financial Services, Financial Advisory, Retirement, Mutual Funds, IRAs, Wealth, Wealth Management, Series 6, Series 65, Series 63
Education
Purdue University - Krannert School of Management 1999 — 2003
Bachelor of Science (B.S.), Management
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division January 2012 - Present
Managed Wealth Financial July 2011 - Present
Dayton Freight Lines, Inc. May 2003 - July 2011
Skills
Customer Service, Risk Management, Financial Modeling, Financial Analysis, Strategic Financial..., Budgets, Strategic Planning, Leadership, Portfolio Management, Business Analysis, Team Leadership, Microsoft Excel, Negotiation, PowerPoint, Microsoft Word, Process Improvement, Microsoft Office, Project Management, Team Building, Coaching, Insurance, Cross-functional Team..., Investments, Finance, Securities, Financial Services, Financial Advisory, Retirement, Mutual Funds, IRAs, Wealth, Wealth Management, Series 6, Series 65, Series 63
Education
Purdue University - Krannert School of Management 1999 — 2003
Bachelor of Science (B.S.), Management
David Doerr's Managed Wealth Financial Experience July 2011 - Present
Job Sales Manager/Loan Officer at Bank of England Mortgage
Industry Financial Services
Experience
Bank of England Mortgage NMLS #418481 February 2015 - Present
Managed Wealth Financial July 2011 - Present
Utah Community Credit Union October 2012 - February 2015
Cache Creek Capital Partners March 2010 - October 2012
Wells Fargo Home Mortgage June 2009 - March 2010
American Lending Network November 2008 - June 2009
Primary Residential Mortgage July 2008 - December 2008
Sterling Capital Inc. March 2004 - July 2008
Sears August 1995 - October 2004
DSI Inc April 1992 - August 1994
Skills
Sales Management, Social Networking, Social Media Marketing, Online Marketing, Spreadsheet Design, Financial Advising, 7702 Planning, Financial Planning, Business Planning, Buy Sell Agreements, Term Life Insurance, Entrepreneurship, Social Networking Sites, Life Insurance, 401k Rollovers, Indexed Savings Vehicles, Fixed Annuities, Indexed Annuities, Retirement Planning, Strategic Financial..., Microsoft Excel, Project Planning, Microsoft Word, Financial Advisory, Investments, Small Business, Mortgage Lending, Financial Analysis, Marketing, Insurance, Sales, Public Speaking, New Business Development, Account Management, Strategic Planning, Coaching, Real Estate, Credit, Marketing Strategy, Funding, Mutual Funds, Team Building, Entrepreneur, Risk Management, Finance, Estate Planning, Roth IRA, Traditional IRA, Certified Financial..., Financial Services
Education
Utah Valley University 2010 — 2016
BS, Personal Financial Planning, 3.65
Brigham Young University 1988 — 1995
Bachelor of Arts (B.A.) History, History
Lovell High School 1984 — 1988
General Studies, General Education
Bank of England Mortgage NMLS #418481 February 2015 - Present
Managed Wealth Financial July 2011 - Present
Utah Community Credit Union October 2012 - February 2015
Cache Creek Capital Partners March 2010 - October 2012
Wells Fargo Home Mortgage June 2009 - March 2010
American Lending Network November 2008 - June 2009
Primary Residential Mortgage July 2008 - December 2008
Sterling Capital Inc. March 2004 - July 2008
Sears August 1995 - October 2004
DSI Inc April 1992 - August 1994
Skills
Sales Management, Social Networking, Social Media Marketing, Online Marketing, Spreadsheet Design, Financial Advising, 7702 Planning, Financial Planning, Business Planning, Buy Sell Agreements, Term Life Insurance, Entrepreneurship, Social Networking Sites, Life Insurance, 401k Rollovers, Indexed Savings Vehicles, Fixed Annuities, Indexed Annuities, Retirement Planning, Strategic Financial..., Microsoft Excel, Project Planning, Microsoft Word, Financial Advisory, Investments, Small Business, Mortgage Lending, Financial Analysis, Marketing, Insurance, Sales, Public Speaking, New Business Development, Account Management, Strategic Planning, Coaching, Real Estate, Credit, Marketing Strategy, Funding, Mutual Funds, Team Building, Entrepreneur, Risk Management, Finance, Estate Planning, Roth IRA, Traditional IRA, Certified Financial..., Financial Services
Education
Utah Valley University 2010 — 2016
BS, Personal Financial Planning, 3.65
Brigham Young University 1988 — 1995
Bachelor of Arts (B.A.) History, History
Lovell High School 1984 — 1988
General Studies, General Education
Chuck Mc Clure Chuck Mc Clure's Managed Wealth Financial Experience August 2012 - Present
Job Financial Consultant
Industry Financial Services
Experience
Managed Wealth Financial August 2012 - Present
Family Heritage Life Insurance November 2009 - October 2010
Wells Fargo Auto Finance December 1999 - June 2010
General Motors Acceptance Corporation October 1981 - January 1999
Skills
Public Speaking, Loss Mitigation, Mortgage Lending, Loans, Underwriting, Credit Analysis, Credit, Credit Risk, Banking, Financial Analysis, Process Improvement, Training, Management, Negotiation, Finance, Sales, Leadership, Small Business, Risk Management, Insurance, Investments, Retirement Planning, Financial Services
Education
Brigham Young University
Bachelor of Science (B.S.), Psychology
Managed Wealth Financial August 2012 - Present
Family Heritage Life Insurance November 2009 - October 2010
Wells Fargo Auto Finance December 1999 - June 2010
General Motors Acceptance Corporation October 1981 - January 1999
Skills
Public Speaking, Loss Mitigation, Mortgage Lending, Loans, Underwriting, Credit Analysis, Credit, Credit Risk, Banking, Financial Analysis, Process Improvement, Training, Management, Negotiation, Finance, Sales, Leadership, Small Business, Risk Management, Insurance, Investments, Retirement Planning, Financial Services
Education
Brigham Young University
Bachelor of Science (B.S.), Psychology
Joye Nelson Joye Nelson's Managed Wealth Financial Experience 2011 - 2012
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Sutter Physician Services February 2012 - Present
Managed Wealth Financial 2011 - 2012
CenturyLink June 1979 - September 2011
Skills
Technical Support, Wireless, Cloud Computing, Ethernet, Customer Service, Salesforce.com, Account Management, Sales Management, Help Desk Support, Telecommunications, JavaScript, Switches, Call Centers, Windows, Call Center, Sales, Microsoft Office, Data Center, IP, Troubleshooting, Telephony, Computer Hardware, Outlook, TCP/IP, Networking, MPLS, WAN, Managed Services, VoIP
Education
Stevens-Henager College 2012 — 2014
Masters, Health Care Administration, 3.7
American InterContinental University 2003 — 2007
Bachelors Degree, Informaton Technlologies, 3.45
University of Phoenix 1987 — 1990
Bachelors Degree, Business Administration, 3.45
Latter-day Saints Business College 1977 — 1979
Associates, Accounting, 3.47
Stevens-Henager College
Sutter Physician Services February 2012 - Present
Managed Wealth Financial 2011 - 2012
CenturyLink June 1979 - September 2011
Skills
Technical Support, Wireless, Cloud Computing, Ethernet, Customer Service, Salesforce.com, Account Management, Sales Management, Help Desk Support, Telecommunications, JavaScript, Switches, Call Centers, Windows, Call Center, Sales, Microsoft Office, Data Center, IP, Troubleshooting, Telephony, Computer Hardware, Outlook, TCP/IP, Networking, MPLS, WAN, Managed Services, VoIP
Education
Stevens-Henager College 2012 — 2014
Masters, Health Care Administration, 3.7
American InterContinental University 2003 — 2007
Bachelors Degree, Informaton Technlologies, 3.45
University of Phoenix 1987 — 1990
Bachelors Degree, Business Administration, 3.45
Latter-day Saints Business College 1977 — 1979
Associates, Accounting, 3.47
Stevens-Henager College
Eric Woodman's Managed Wealth Financial Experience 2015 - Present
Job Financial Planner at Managed Wealth Financial
Industry Financial Services
Experience
Managed Wealth Financial 2015 - Present
Ashby Home Health 2010 - 2014
Altier Group 2000 - 2009
Mattel, Inc. 1998 - 2000
FranklinCovey 1996 - 1998
Skills
Investment planning, Risk Management, Retirement Planning, Estate Conservation
Education
University of Utah - David Eccles School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
Brigham Young University - Marriott School of Management 1987 — 1991
Bachelor of Science (B.S.), Business Management, Finance
Managed Wealth Financial 2015 - Present
Ashby Home Health 2010 - 2014
Altier Group 2000 - 2009
Mattel, Inc. 1998 - 2000
FranklinCovey 1996 - 1998
Skills
Investment planning, Risk Management, Retirement Planning, Estate Conservation
Education
University of Utah - David Eccles School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
Brigham Young University - Marriott School of Management 1987 — 1991
Bachelor of Science (B.S.), Business Management, Finance
Adam Piner Adam Piner's Managed Wealth Financial Experience June 2013 - August 2014
Job Registered Representative at Fidelity Investments
Industry Political Organization
Experience
Fidelity Investments July 2015 - Present
Morgan Stanley September 2014 - July 2015
Transamerica January 2014 - August 2014
Managed Wealth Financial June 2013 - August 2014
Willie Billings for UTGOP Vice Chair February 2013 - April 2013
Utah Republican Party May 2012 - November 2012
Utah Republican Party July 2011 - May 2012
BCR Political August 2009 - September 2011
American Cancer Society February 2011 - July 2011
Salt Lake County Republican Party June 2010 - November 2010
Skills
Political Campaigns, Politics, Grassroots Organizing, Fundraising, Legislative Relations, Political Consulting, Public Speaking, State Government, Community Outreach, Public Affairs, Political Communication, Coalitions, Volunteer Management, Leadership, Public Policy, Government, Grant Writing, Community Development, Public Relations, Training, Political Science, Legislative Research, Legislation, Policy Analysis, Speech Writing, Event Planning, Event Management, Legislative Affairs, Policy, Economic Development, Media Relations, Strategic Communications, Nonprofits, International Relations, Data Analysis, Community Organizing, Non-profits, Press Releases, Message Development, Foreign Policy, Campaigns, Public Administration, Strategy, Investment Strategies, Stock Market Analysis, Financial Planning, Investments, Retirement Planning
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2005 — 2006
MPA, Public Administration
Brigham Young University - Idaho 1999 — 2004
BA, Communications
Fidelity Investments July 2015 - Present
Morgan Stanley September 2014 - July 2015
Transamerica January 2014 - August 2014
Managed Wealth Financial June 2013 - August 2014
Willie Billings for UTGOP Vice Chair February 2013 - April 2013
Utah Republican Party May 2012 - November 2012
Utah Republican Party July 2011 - May 2012
BCR Political August 2009 - September 2011
American Cancer Society February 2011 - July 2011
Salt Lake County Republican Party June 2010 - November 2010
Skills
Political Campaigns, Politics, Grassroots Organizing, Fundraising, Legislative Relations, Political Consulting, Public Speaking, State Government, Community Outreach, Public Affairs, Political Communication, Coalitions, Volunteer Management, Leadership, Public Policy, Government, Grant Writing, Community Development, Public Relations, Training, Political Science, Legislative Research, Legislation, Policy Analysis, Speech Writing, Event Planning, Event Management, Legislative Affairs, Policy, Economic Development, Media Relations, Strategic Communications, Nonprofits, International Relations, Data Analysis, Community Organizing, Non-profits, Press Releases, Message Development, Foreign Policy, Campaigns, Public Administration, Strategy, Investment Strategies, Stock Market Analysis, Financial Planning, Investments, Retirement Planning
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2005 — 2006
MPA, Public Administration
Brigham Young University - Idaho 1999 — 2004
BA, Communications
Jake Tripp Jake Tripp's Managed Wealth Financial Experience February 2015 - Present
Job Life Insurance Advisor | National Assets Transfer Company | Retirement Planner | Debt Relief | Financial Advisory
Industry Financial Services
Experience
Managed Wealth Financial February 2015 - Present
Fox Rent-A-Car 2014 - 2015
Buyers Home Store 2013 - 2013
Hollister Co. 2007 - 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Sales, Networking, Life Insurance, Teamwork, Technical Writing, Creative Writing, Customer Relations, Relationship Management, Relationship Building, English Grammar, Philosophy, Philosophy Of Science, Ancient Philosophy, Continental Philosophy, Science, Analytics, Phenomenology, Ontology, Epistemology, Marketing, Team Building, Writing, Finance, Entrepreneurship, Insurance, Strategic Planning, Sales Management, Team Management, Small Business, Investments, Social Networking
Education
DePaul University 2008 — 2012
English Language and Literature, General Analytic Philosophy Art History
Berkeley Preparatory School 2004 — 2008
High School, General Education Writing Literature
Managed Wealth Financial February 2015 - Present
Fox Rent-A-Car 2014 - 2015
Buyers Home Store 2013 - 2013
Hollister Co. 2007 - 2008
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Sales, Networking, Life Insurance, Teamwork, Technical Writing, Creative Writing, Customer Relations, Relationship Management, Relationship Building, English Grammar, Philosophy, Philosophy Of Science, Ancient Philosophy, Continental Philosophy, Science, Analytics, Phenomenology, Ontology, Epistemology, Marketing, Team Building, Writing, Finance, Entrepreneurship, Insurance, Strategic Planning, Sales Management, Team Management, Small Business, Investments, Social Networking
Education
DePaul University 2008 — 2012
English Language and Literature, General Analytic Philosophy Art History
Berkeley Preparatory School 2004 — 2008
High School, General Education Writing Literature
Taylor Christensen Taylor Christensen's Managed Wealth Financial Experience October 2013 - Present
Job Student at Brigham Young University
Industry Financial Services
Experience
Managed Wealth Financial October 2013 - Present
Diamond Wireless July 2013 - Present
Skills
Sales, Customer Service, Team Leadership, Microsoft Excel, Team Building, Spanish, Financial Planning, Life Insurance, Retail, Indexed Annuities, Series 6, Series 63, Health Insurance, Leadership, Microsoft Office, Business Planning, Time Management, Public Speaking, PowerPoint, Management, Marketing
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Business Administration and Management, General
Brigham Young University
Managed Wealth Financial October 2013 - Present
Diamond Wireless July 2013 - Present
Skills
Sales, Customer Service, Team Leadership, Microsoft Excel, Team Building, Spanish, Financial Planning, Life Insurance, Retail, Indexed Annuities, Series 6, Series 63, Health Insurance, Leadership, Microsoft Office, Business Planning, Time Management, Public Speaking, PowerPoint, Management, Marketing
Education
Brigham Young University - Marriott School of Management 2010 — 2016
Business Administration and Management, General
Brigham Young University
Gary Pillette Gary Pillette's Managed Wealth Financial Experience September 2013 - Present
Job Associate at Managed Wealth Financial
Industry Financial Services
Experience
Managed Wealth Financial September 2013 - Present
InPhase Communications January 1997 - February 2013
Microsoft January 1990 - January 1997
Microsoft 1990 - 1997
Microsoft 1990 - 1997
Microsoft 1990 - 1997
Microsoft 1990 - 1997
Education
University of Oregon 1969 — 1973
Bachelor of Arts (B.A.), Theatre/Theater - Education
Los Altos Community College 1966 — 1967
Managed Wealth Financial September 2013 - Present
InPhase Communications January 1997 - February 2013
Microsoft January 1990 - January 1997
Microsoft 1990 - 1997
Microsoft 1990 - 1997
Microsoft 1990 - 1997
Microsoft 1990 - 1997
Education
University of Oregon 1969 — 1973
Bachelor of Arts (B.A.), Theatre/Theater - Education
Los Altos Community College 1966 — 1967
Carl Dastrup Carl Dastrup's Managed Wealth Financial Experience July 2014 - Present
Job Associate with Managed Wealth Financial & Director of the Saratoga Springs Easter Chorus
Industry Music
Experience
Managed Wealth Financial July 2014 - Present
Rockwell Charter High School August 2012 - June 2015
Education
Snow College 1980 — 1985
Associate's degree, Music
Managed Wealth Financial July 2014 - Present
Rockwell Charter High School August 2012 - June 2015
Education
Snow College 1980 — 1985
Associate's degree, Music
Josh Gossett Josh Gossett's Managed Wealth Financial Experience July 2011 - Present
Job Investment Advisor Representative with Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division October 2011 - Present
Managed Wealth Financial July 2011 - Present
Lowe's Home Improvement October 2003 - January 2013
Skills
Fixed Annuities, Life Insurance, Financial Services, Retirement, Retirement Planning, College Savings Plans, Forecasting, Customer Service, Recruiting, Strategic Financial..., Wealth, Wealth Management, IRAs, Finance, Term Life Insurance, Sales, Personal Finance, Investments, Mutual Funds, 401k, Asset Allocation, Investment Strategies, Asset Management, Cold Calling, Investment Advisory, Sales Process
Education
ITT Technical Institute-Dayton 1996 — 1998
Associate's degree, AutoCAD - Drafting
Springfield / Clark JVS 1994 — 1996
AutoCAD - Drafting
Greenon High School 1992 — 1996
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division October 2011 - Present
Managed Wealth Financial July 2011 - Present
Lowe's Home Improvement October 2003 - January 2013
Skills
Fixed Annuities, Life Insurance, Financial Services, Retirement, Retirement Planning, College Savings Plans, Forecasting, Customer Service, Recruiting, Strategic Financial..., Wealth, Wealth Management, IRAs, Finance, Term Life Insurance, Sales, Personal Finance, Investments, Mutual Funds, 401k, Asset Allocation, Investment Strategies, Asset Management, Cold Calling, Investment Advisory, Sales Process
Education
ITT Technical Institute-Dayton 1996 — 1998
Associate's degree, AutoCAD - Drafting
Springfield / Clark JVS 1994 — 1996
AutoCAD - Drafting
Greenon High School 1992 — 1996
Julie Geddes Julie Geddes's Managed Wealth Financial Experience January 2014 - Present
Job Financial Professional at Managed Wealth Financial
Industry Financial Services
Experience
Managed Wealth Financial January 2014 - Present
The Balancing Act 1994 - Present
Skills
Customer Service, Entrepreneurship, Team Building, Strategic Financial..., Investments, Leadership, Finance, Microsoft Office, Financial Services, Small Business, Strategy, Public Speaking, Financial Planning, Retirement
Education
Edmonds Community College 1990 — 1993
Accounting
Managed Wealth Financial January 2014 - Present
The Balancing Act 1994 - Present
Skills
Customer Service, Entrepreneurship, Team Building, Strategic Financial..., Investments, Leadership, Finance, Microsoft Office, Financial Services, Small Business, Strategy, Public Speaking, Financial Planning, Retirement
Education
Edmonds Community College 1990 — 1993
Accounting
Karl R. Miller, MBA Karl R. Miller, MBA's Managed Wealth Financial Experience June 2015 - Present
Job Financial Advisor at Managed Wealth Financial
Industry Financial Services
Experience
Wyle July 2015 - Present
Managed Wealth Financial June 2015 - Present
Edward Jones June 2013 - June 2015
United States Air Force September 1991 - September 2013
Skills
Financial Advisory, Investments, Financial Planning, Small Business, Retirement Planning, Strategic Financial..., Roth IRA, Mutual Funds, Traditional IRA, Wealth Management, Life Insurance, Simple IRA, 401k Rollovers, stocks, Asset Allocation, Saving for Education, Fixed Income, TSP, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Disability Insurance, College Savings Plans, Monthly Investing..., Estate Planning, Credit Cards, Whole Life, Investment Management, Money Management, SEP IRA, Lines Of Credit, bonds, Business Loans, 403b, 529 Plans, Investment Advisory, Qualified Retirement..., Variable Annuities, Command, Leadership, Supervisory Skills, Military, Training, Program Management, Security Clearance, Quality Assurance, Aircraft Maintenance, DoD, Government, Aviation
Education
Embry–Riddle Aeronautical University 2009 — 2012
MBA, Business, 3.8
University of Utah 2012 — 2012
Project Management Certificate, Project Management
Wayland Baptist University 2000 — 2001
B.S.O.E., Management, Education and Training Methodology, 3.8
Community College of the Air Force 2000 — 2001
Associate of Applied Science, Instructor of Technology in Military Science degree
Wayland Baptist University 2000 — 2001
A.A.S., Corporate Training and Development
Community College of the Air Force 1991 — 1997
Associate of Applied Science, Aircraft Maintenance Technology
Wyle July 2015 - Present
Managed Wealth Financial June 2015 - Present
Edward Jones June 2013 - June 2015
United States Air Force September 1991 - September 2013
Skills
Financial Advisory, Investments, Financial Planning, Small Business, Retirement Planning, Strategic Financial..., Roth IRA, Mutual Funds, Traditional IRA, Wealth Management, Life Insurance, Simple IRA, 401k Rollovers, stocks, Asset Allocation, Saving for Education, Fixed Income, TSP, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Disability Insurance, College Savings Plans, Monthly Investing..., Estate Planning, Credit Cards, Whole Life, Investment Management, Money Management, SEP IRA, Lines Of Credit, bonds, Business Loans, 403b, 529 Plans, Investment Advisory, Qualified Retirement..., Variable Annuities, Command, Leadership, Supervisory Skills, Military, Training, Program Management, Security Clearance, Quality Assurance, Aircraft Maintenance, DoD, Government, Aviation
Education
Embry–Riddle Aeronautical University 2009 — 2012
MBA, Business, 3.8
University of Utah 2012 — 2012
Project Management Certificate, Project Management
Wayland Baptist University 2000 — 2001
B.S.O.E., Management, Education and Training Methodology, 3.8
Community College of the Air Force 2000 — 2001
Associate of Applied Science, Instructor of Technology in Military Science degree
Wayland Baptist University 2000 — 2001
A.A.S., Corporate Training and Development
Community College of the Air Force 1991 — 1997
Associate of Applied Science, Aircraft Maintenance Technology
Franz Reckziegel's Managed Wealth Financial Experience March 2012 - July 2012
Job Project Manager at alliantgroup
Industry Financial Services
Experience
alliantgroup August 2012 - Present
Clear Lake Nissan July 2012 - August 2012
Managed Wealth Financial March 2012 - July 2012
Owens Corning June 2010 - September 2010
Sears Holding Corporation June 2009 - September 2009
Baker Hall East and Park Hall October 2006 - October 2008
Baker Hall East September 2007 - June 2008
Camp Wayne For Boys June 2007 - August 2007
Skills
Financial Analysis, Accounting, Investments, Microsoft Excel, Sales, PowerPoint, Insurance, Management, Outlook, Microsoft Word, Marketing, Business Analysis, Customer Service, Inventory Management, Entrepreneurship, Team Building, Strategic Planning
Education
The Ohio State University 2006 — 2011
Bus Adm, Business, Economics
alliantgroup August 2012 - Present
Clear Lake Nissan July 2012 - August 2012
Managed Wealth Financial March 2012 - July 2012
Owens Corning June 2010 - September 2010
Sears Holding Corporation June 2009 - September 2009
Baker Hall East and Park Hall October 2006 - October 2008
Baker Hall East September 2007 - June 2008
Camp Wayne For Boys June 2007 - August 2007
Skills
Financial Analysis, Accounting, Investments, Microsoft Excel, Sales, PowerPoint, Insurance, Management, Outlook, Microsoft Word, Marketing, Business Analysis, Customer Service, Inventory Management, Entrepreneurship, Team Building, Strategic Planning
Education
The Ohio State University 2006 — 2011
Bus Adm, Business, Economics
Aaron De La Rosa Aaron De La Rosa's Managed Wealth Financial Experience 2014 - Present
Job Helping Secure the Furture of Families
Industry Marketing and Advertising
Experience
Managed Wealth Financial 2014 - Present
Moonlite Creation May 2011 - Present
SLCC May 2012 - December 2013
Schwabe North America June 2004 - June 2011
Nutraceutical Corporation September 2000 - June 2004
Skills
Advertising, Packaging, Graphics, Illustration, Illustrator, Photoshop, Drawing, Art, Typography, InDesign, Dreamweaver, Photography, Newsletters, Marketing, Graphic Design, CSS, Adobe Creative Suite, Adobe Acrobat, Brand Development, Premiere, Brochures
Education
Salt Lake Community College
AAS, Graphic Design and Illustration
Salt Lake Community College
Certificate, Web Graphic Design
Managed Wealth Financial 2014 - Present
Moonlite Creation May 2011 - Present
SLCC May 2012 - December 2013
Schwabe North America June 2004 - June 2011
Nutraceutical Corporation September 2000 - June 2004
Skills
Advertising, Packaging, Graphics, Illustration, Illustrator, Photoshop, Drawing, Art, Typography, InDesign, Dreamweaver, Photography, Newsletters, Marketing, Graphic Design, CSS, Adobe Creative Suite, Adobe Acrobat, Brand Development, Premiere, Brochures
Education
Salt Lake Community College
AAS, Graphic Design and Illustration
Salt Lake Community College
Certificate, Web Graphic Design
JR Heward JR Heward's Managed Wealth Financial Experience June 2013 - Present
Job Senior Marketing Director at Managed Wealth Financial
Industry Investment Management
Experience
Managed Wealth Financial June 2013 - Present
FetchBack Inc. July 2011 - June 2013
World Group Securites September 2004 - December 2010
KnowledgeNet December 2000 - September 2004
Snappy Car Rental 1996 - 2001
Skills
Account Management, Selling, Salesforce.com, Lead Generation, Sales Management, Strategic Partnerships, Online Marketing, PPC, Cold Calling, Email Marketing, Marketing Strategy, Solution Selling, B2B, Advertising, New Business Development, Marketing, Sales Operations, Customer Acquisition, Customer Retention, Digital Media, Sales Presentations, SEM, Online Advertising, Negotiation, Sales Process, Direct Sales, Advertising Sales, Direct Marketing, E-commerce, Digital Marketing, Sales, Social Media Marketing, SaaS, Business Development, Mobile Marketing, Management
Education
Snowflake High School 1983 — 1987
High School Diploma, General
Brigham Young University
Business, Management, Marketing, and Related Support Services
Mesa Community College
Associate's degree
Managed Wealth Financial June 2013 - Present
FetchBack Inc. July 2011 - June 2013
World Group Securites September 2004 - December 2010
KnowledgeNet December 2000 - September 2004
Snappy Car Rental 1996 - 2001
Skills
Account Management, Selling, Salesforce.com, Lead Generation, Sales Management, Strategic Partnerships, Online Marketing, PPC, Cold Calling, Email Marketing, Marketing Strategy, Solution Selling, B2B, Advertising, New Business Development, Marketing, Sales Operations, Customer Acquisition, Customer Retention, Digital Media, Sales Presentations, SEM, Online Advertising, Negotiation, Sales Process, Direct Sales, Advertising Sales, Direct Marketing, E-commerce, Digital Marketing, Sales, Social Media Marketing, SaaS, Business Development, Mobile Marketing, Management
Education
Snowflake High School 1983 — 1987
High School Diploma, General
Brigham Young University
Business, Management, Marketing, and Related Support Services
Mesa Community College
Associate's degree
Brenda Petru Brenda Petru's Managed Wealth Financial Experience March 2007 - November 2012
Job Success, Health, and Wellness Coach
Industry Health, Wellness and Fitness
Experience
Wellness Advocate October 2009 - Present
Transamerica Financial Advisors, Inc. January 2012 - November 2012
Managed Wealth Financial March 2007 - November 2012
City Wide Home Loans December 2009 - August 2012
Investment Advisors International July 2009 - January 2012
World Financial Group March 2008 - July 2009
Envision Lending Group 2009 - 2009
Skills
IRAs, Fixed Annuities, Retirement Planning, 401k, Retirement, Variable Annuities, Investments, Mutual Funds, Strategic Financial..., Term Life Insurance, Estate Planning, Wealth Management, Insurance, Retirement Savings, Securities, Holistic Health, Coaching, Selling Skills, Leadership, Training, Entrepreneurship, Finance, Marketing, Sales, Small Business
Education
Professional Workshop at LDS Employment Center 2009 — 2009
Certificate of Completion
University of Phoenix 2007 — 2008
BS, Human Services/ Business Management
Bonneville High School
High School Diploma
Wellness Advocate October 2009 - Present
Transamerica Financial Advisors, Inc. January 2012 - November 2012
Managed Wealth Financial March 2007 - November 2012
City Wide Home Loans December 2009 - August 2012
Investment Advisors International July 2009 - January 2012
World Financial Group March 2008 - July 2009
Envision Lending Group 2009 - 2009
Skills
IRAs, Fixed Annuities, Retirement Planning, 401k, Retirement, Variable Annuities, Investments, Mutual Funds, Strategic Financial..., Term Life Insurance, Estate Planning, Wealth Management, Insurance, Retirement Savings, Securities, Holistic Health, Coaching, Selling Skills, Leadership, Training, Entrepreneurship, Finance, Marketing, Sales, Small Business
Education
Professional Workshop at LDS Employment Center 2009 — 2009
Certificate of Completion
University of Phoenix 2007 — 2008
BS, Human Services/ Business Management
Bonneville High School
High School Diploma
Chad Chynoweth Chad Chynoweth's Managed Wealth Financial Experience January 2010 - Present
Job Business Owner
Industry Investment Management
Experience
Managed Wealth Financial January 2010 - Present
Sapa Extrusions North America January 1994 - March 2012
Sapa Profiles, Inc. January 1994 - April 2011
Skills
Retirement Planning, Investments, Fixed Annuities, Small Business, Entrepreneurship, Retirement, Strategic Financial..., IRAs, Wealth, Life Insurance, Estate Planning, Term Life Insurance, Insurance, Mutual Funds, Wealth Management, Investment Strategies, Sales Management, Business Development, Disability Insurance, Long-term Care, Securities, Financial Advisory, 401k, Portfolio Management, Mortgage Lending, Series 63, Financial Planners, Team Leadership, Continuous Improvement, People Development, Financial Analysis, Finance, Health Insurance, Roth IRA, Business Planning, Series 7, Wealth Accumulation, Asset Management, Retirement Savings, 401k Rollovers, Wealth Management..., Personal Financial..., Debt Management, Variable Annuities, Series 6, College Savings Plans, Toyota Production System, Financial Education, Financial Coaching, Financial Goals
Education
University of Phoenix 2008 — 2010
Bachelors in Business Management, Retirement Planning, Assett Management
Orem High School 1990 — 1993
Managed Wealth Financial January 2010 - Present
Sapa Extrusions North America January 1994 - March 2012
Sapa Profiles, Inc. January 1994 - April 2011
Skills
Retirement Planning, Investments, Fixed Annuities, Small Business, Entrepreneurship, Retirement, Strategic Financial..., IRAs, Wealth, Life Insurance, Estate Planning, Term Life Insurance, Insurance, Mutual Funds, Wealth Management, Investment Strategies, Sales Management, Business Development, Disability Insurance, Long-term Care, Securities, Financial Advisory, 401k, Portfolio Management, Mortgage Lending, Series 63, Financial Planners, Team Leadership, Continuous Improvement, People Development, Financial Analysis, Finance, Health Insurance, Roth IRA, Business Planning, Series 7, Wealth Accumulation, Asset Management, Retirement Savings, 401k Rollovers, Wealth Management..., Personal Financial..., Debt Management, Variable Annuities, Series 6, College Savings Plans, Toyota Production System, Financial Education, Financial Coaching, Financial Goals
Education
University of Phoenix 2008 — 2010
Bachelors in Business Management, Retirement Planning, Assett Management
Orem High School 1990 — 1993
Andrew Higdon's Managed Wealth Financial Experience October 2001 - April 2015
Job Financial Professional
Industry Financial Services
Experience
WealthWave September 2015 - Present
Managed Wealth Financial October 2001 - April 2015
Campisi's Restaurants May 1997 - October 2001
Skills
Loans, Customer Service, Banking, Mortgage Lending, Risk Management, Team Leadership, Microsoft Office, Microsoft Excel, Business Analysis, Strategic Planning, Financial Analysis, Insurance, New Business Development, Leadership, Team Building, Business Strategy, Marketing, Real Estate, Management, Sales, Coaching, Negotiation, Public Speaking
Education
Ohio Christian University 2014 — 2016
Bachelor of Arts (BA), Business Administration and Management, General, GPA: 3.972
Indiana Wesleyan University
Associate of Science (AS), General Studies
WealthWave September 2015 - Present
Managed Wealth Financial October 2001 - April 2015
Campisi's Restaurants May 1997 - October 2001
Skills
Loans, Customer Service, Banking, Mortgage Lending, Risk Management, Team Leadership, Microsoft Office, Microsoft Excel, Business Analysis, Strategic Planning, Financial Analysis, Insurance, New Business Development, Leadership, Team Building, Business Strategy, Marketing, Real Estate, Management, Sales, Coaching, Negotiation, Public Speaking
Education
Ohio Christian University 2014 — 2016
Bachelor of Arts (BA), Business Administration and Management, General, GPA: 3.972
Indiana Wesleyan University
Associate of Science (AS), General Studies
Trenton Kerr's Managed Wealth Financial Experience April 2011 - April 2012
Job Investment Specialist at Focus Financial
Industry Financial Services
Experience
Focus Financial November 2014 - Present
Edward Jones November 2013 - November 2014
O'Currance Teleservices, Inc. April 2012 - November 2013
Managed Wealth Financial April 2011 - April 2012
Starise America March 2010 - April 2011
Starise America December 2009 - August 2010
4Life Research July 2007 - January 2010
Skills
Marketing Strategy, Team Building, Strategic Planning, Marketing, Entrepreneurship, Public Speaking, Business Planning, Coaching, Leadership, Management, New Business Development, Project Management, Sales, Social Media Marketing, Small Business, Business Development, Direct Sales, Sales Management, Start-ups
Education
University of Hawaii at Manoa 2002 — 2007
Bachelor of Science (BS), Economics
Nihon University
Focus Financial November 2014 - Present
Edward Jones November 2013 - November 2014
O'Currance Teleservices, Inc. April 2012 - November 2013
Managed Wealth Financial April 2011 - April 2012
Starise America March 2010 - April 2011
Starise America December 2009 - August 2010
4Life Research July 2007 - January 2010
Skills
Marketing Strategy, Team Building, Strategic Planning, Marketing, Entrepreneurship, Public Speaking, Business Planning, Coaching, Leadership, Management, New Business Development, Project Management, Sales, Social Media Marketing, Small Business, Business Development, Direct Sales, Sales Management, Start-ups
Education
University of Hawaii at Manoa 2002 — 2007
Bachelor of Science (BS), Economics
Nihon University
Patrick Bundy's Managed Wealth Financial Experience February 2003 - Present
Job Senior Marketing Director, Managed Wealth Financial
Industry Financial Services
Experience
Managed Wealth Financial February 2003 - Present
Skills
Customer Service, Team Building, Management, Microsoft Excel, Marketing, Strategic Financial..., Financial Analysis, Sales Management, Fixed Annuities, Retirement Planning, Life Insurance, Investments, Sales, Strategic Planning, IRAs, Public Speaking
Education
BYU 1996 — 2000
History Education
Managed Wealth Financial February 2003 - Present
Skills
Customer Service, Team Building, Management, Microsoft Excel, Marketing, Strategic Financial..., Financial Analysis, Sales Management, Fixed Annuities, Retirement Planning, Life Insurance, Investments, Sales, Strategic Planning, IRAs, Public Speaking
Education
BYU 1996 — 2000
History Education
Marylee Bingham's Managed Wealth Financial Experience November 2012 - September 2013
Job VP, Letter of Credit Manager at Zions Bank
Industry Financial Services
Experience
Zions Bank September 2013 - Present
Managed Wealth Financial November 2012 - September 2013
BANK OF AMERICA MERRILL LYNCH April 2007 - March 2011
BANK OF AMERICA MERRILL LYNCH November 1999 - March 2011
US BANK March 1996 - April 1999
First Security Bank of Utah, N.A. August 1975 - February 1996
Skills
Banking, Customer Service, Leadership, Microsoft Excel, Accounts Payable, Financial Analysis, Portfolio Management, Loans, Trade Finance, Teamwork, Securities, Analysis, Payments, Risk Management, Business Analysis, Management, Compliance, Credit, Investments, Wealth Management, Training, Series 63, Treasury Management, Cash Management, Account Reconciliation, Retirement Planning, Strategic Financial..., Finance, Equities, Financial Services, Mutual Funds, Financial Planning
Education
Brigham Young University 1973 — 1975
BACHELOR OF ARTS, EDUCATION
Ricks College 1971 — 1973
Associates, General
Zions Bank September 2013 - Present
Managed Wealth Financial November 2012 - September 2013
BANK OF AMERICA MERRILL LYNCH April 2007 - March 2011
BANK OF AMERICA MERRILL LYNCH November 1999 - March 2011
US BANK March 1996 - April 1999
First Security Bank of Utah, N.A. August 1975 - February 1996
Skills
Banking, Customer Service, Leadership, Microsoft Excel, Accounts Payable, Financial Analysis, Portfolio Management, Loans, Trade Finance, Teamwork, Securities, Analysis, Payments, Risk Management, Business Analysis, Management, Compliance, Credit, Investments, Wealth Management, Training, Series 63, Treasury Management, Cash Management, Account Reconciliation, Retirement Planning, Strategic Financial..., Finance, Equities, Financial Services, Mutual Funds, Financial Planning
Education
Brigham Young University 1973 — 1975
BACHELOR OF ARTS, EDUCATION
Ricks College 1971 — 1973
Associates, General
Cameron Sevy's Managed Wealth Financial Experience August 2011 - Present
Job "Generational Wealth" Strategist Protect and Grow What You Save Build Your "Family Bank"!
Industry Financial Services
Experience
Managed Wealth Financial August 2011 - Present
Wealth Management Group July 2011 - Present
Professional Actors Conservatory of Salt Lake 1996 - 2010
Skills
Entrepreneurship, Small Business
Education
Brigham Young University 1993 — 1996
BFA, Music - Dance - Theater
Brigham Young University - Idaho 1975 — 1976
General Studies
Managed Wealth Financial August 2011 - Present
Wealth Management Group July 2011 - Present
Professional Actors Conservatory of Salt Lake 1996 - 2010
Skills
Entrepreneurship, Small Business
Education
Brigham Young University 1993 — 1996
BFA, Music - Dance - Theater
Brigham Young University - Idaho 1975 — 1976
General Studies
Carl Sisolak's Managed Wealth Financial Experience 2010 - 2011
Job AccountantProfessional
Industry Accounting
Experience
Mount Angel Seminary September 2010 - Present
Managed Wealth Financial 2010 - 2011
Phillips Webster & Associates March 2010 - August 2010
AT&T Mobility March 2008 - February 2010
Agile1 March 2008 - February 2010
Univar USA August 2007 - February 2008
LINK Conference Service August 2005 - August 2007
Applied Precision Co April 2005 - June 2005
Puget Sound Guardians January 2005 - March 2005
Anderson Financial Management October 2004 - January 2005
Skills
Accounting, Team Leadership, Public Speaking, Accounts Receivable
Education
Fairleigh Dickinson University 1991 — 1998
MBA, Accounting
University of Scranton 1985 — 1989
BS, Public Administration
Mount Angel Seminary September 2010 - Present
Managed Wealth Financial 2010 - 2011
Phillips Webster & Associates March 2010 - August 2010
AT&T Mobility March 2008 - February 2010
Agile1 March 2008 - February 2010
Univar USA August 2007 - February 2008
LINK Conference Service August 2005 - August 2007
Applied Precision Co April 2005 - June 2005
Puget Sound Guardians January 2005 - March 2005
Anderson Financial Management October 2004 - January 2005
Skills
Accounting, Team Leadership, Public Speaking, Accounts Receivable
Education
Fairleigh Dickinson University 1991 — 1998
MBA, Accounting
University of Scranton 1985 — 1989
BS, Public Administration
Weston Hadlock's Managed Wealth Financial Experience May 2014 - Present
Job Marketing Director at Managed Wealth Financial
Industry Financial Services
Experience
Managed Wealth Financial May 2014 - Present
Survey Sampling International April 2012 - April 2015
World Financial Group (WFG) 2014 - 2015
Survey Sampling International April 2011 - April 2012
Survey Sampling International February 2011 - April 2012
Skills
Quantitative Research, Management, Online Research, Market Research, Data Analysis, Marketing Research, Focus Groups, Public Speaking, Customer Insight, SQL, Data Collection, Analytics, SPSS, Survey Design, Segmentation, Primary Research, Project Management, SAS, Statistics, Microsoft Excel, PHP, CSS, JavaScript, jQuery, HTML, Leadership, Customer Service, Retirement Planning, 401k Rollovers, Indexed Annuities, Leadership Development, Exit Strategies, Buy-sell Agreements, Charitable Remainder..., Estate Liquidation, Permanent Life Insurance, Term Life Insurance, Key Person Insurance
Education
Brigham Young University 2009 — 2010
Bachelor of Science (BS), Psychology
Utah State University 2007 — 2009
Psychology
Managed Wealth Financial May 2014 - Present
Survey Sampling International April 2012 - April 2015
World Financial Group (WFG) 2014 - 2015
Survey Sampling International April 2011 - April 2012
Survey Sampling International February 2011 - April 2012
Skills
Quantitative Research, Management, Online Research, Market Research, Data Analysis, Marketing Research, Focus Groups, Public Speaking, Customer Insight, SQL, Data Collection, Analytics, SPSS, Survey Design, Segmentation, Primary Research, Project Management, SAS, Statistics, Microsoft Excel, PHP, CSS, JavaScript, jQuery, HTML, Leadership, Customer Service, Retirement Planning, 401k Rollovers, Indexed Annuities, Leadership Development, Exit Strategies, Buy-sell Agreements, Charitable Remainder..., Estate Liquidation, Permanent Life Insurance, Term Life Insurance, Key Person Insurance
Education
Brigham Young University 2009 — 2010
Bachelor of Science (BS), Psychology
Utah State University 2007 — 2009
Psychology
Rick Casady's Managed Wealth Financial Experience August 2013 - Present
Job Freelance Genealogist and Financial Consultant
Industry Libraries
Experience
Managed Wealth Financial August 2013 - Present
Independent Research Contractor August 2013 - Present
Salt Lake City Public Library January 1999 - August 2014
FamilySearch June 2006 - August 2013
FamilySearch September 1986 - June 2006
Salt Lake County Library Services May 1998 - December 2003
Brigham Young University August 1983 - June 1985
Brigham Young University June 1981 - August 1983
Skills
Library, Books, History, Research, Collection Development, Cataloging, Public Speaking, Teaching, Library Science, Information Literacy, Circulation, Electronic Resources, Library Research, Metadata, Library Instruction, Databases, Nonprofits, Financial Services, Life Insurance, European genealogical..., Text Editing, Creative Writing, GIS, Libraries, Data Mining
Education
Brigham Young University 1983 — 1993
M. A., Comparative Literature
Brigham Young University 1981 — 1983
M. L. S., Library Science
Brigham Young University 1975 — 1982
B. A., German
Managed Wealth Financial August 2013 - Present
Independent Research Contractor August 2013 - Present
Salt Lake City Public Library January 1999 - August 2014
FamilySearch June 2006 - August 2013
FamilySearch September 1986 - June 2006
Salt Lake County Library Services May 1998 - December 2003
Brigham Young University August 1983 - June 1985
Brigham Young University June 1981 - August 1983
Skills
Library, Books, History, Research, Collection Development, Cataloging, Public Speaking, Teaching, Library Science, Information Literacy, Circulation, Electronic Resources, Library Research, Metadata, Library Instruction, Databases, Nonprofits, Financial Services, Life Insurance, European genealogical..., Text Editing, Creative Writing, GIS, Libraries, Data Mining
Education
Brigham Young University 1983 — 1993
M. A., Comparative Literature
Brigham Young University 1981 — 1983
M. L. S., Library Science
Brigham Young University 1975 — 1982
B. A., German
Brian Hatch's Managed Wealth Financial Experience November 2012 - Present
Job Team Lead at Hammerton
Industry Mining & Metals
Experience
Managed Wealth Financial November 2012 - Present
Hammerton March 1999 - July 2015
Skills
Microsoft Office, Strategic Planning, Project Management, Coaching, Team Building, Customer Service, Microsoft Excel, Photoshop, Marketing Strategy, Manufacturing, Social Media Marketing, Organizational..., Management, Marketing, Microsoft Word, PowerPoint, Budgets, Business Development, Public Speaking, Team Leadership, Leadership Development, Account Management, Online Advertising, Business Planning, Program Management, Training, Social Networking, Sales, Leadership, Sales Management
Education
Salt Lake Community College
Associate, Welding
Managed Wealth Financial November 2012 - Present
Hammerton March 1999 - July 2015
Skills
Microsoft Office, Strategic Planning, Project Management, Coaching, Team Building, Customer Service, Microsoft Excel, Photoshop, Marketing Strategy, Manufacturing, Social Media Marketing, Organizational..., Management, Marketing, Microsoft Word, PowerPoint, Budgets, Business Development, Public Speaking, Team Leadership, Leadership Development, Account Management, Online Advertising, Business Planning, Program Management, Training, Social Networking, Sales, Leadership, Sales Management
Education
Salt Lake Community College
Associate, Welding
Milton Witt's Managed Wealth Financial Experience 2005 - 2011
Job Owner, Milton C Witt and Associates, LLC
Industry
Experience
Milton C Witt and Associates, LLC Financial AdvisorOne Financial Advisors2014 - Present
Kellogg Insurance 2010 - 2012
Managed Wealth Financial 2005 - 2011
Extend Health 2008 - 2010
Merit Medical Systems, Inc. 1998 - 2005
Skills
Customer Service, Health Insurance, Employee Benefits, Insurance, Life Insurance, Fixed Annuities, 401k, Training, Disability Insurance, Retirement Planning, Small Business, Call Centers, Sales, Team Building, Strategic Planning, Employee Relations, Long-term Care, Term Life Insurance, Workers Compensation, Business Development, Payroll, Retirement, Property & Casualty..., Public Speaking, Medicare, Leadership, Strategic Financial..., Estate Planning
Education
Brigham Young University
Master of Arts (M.A.), Applied Linguistics/Teaching English as a Second Language
Brigham Young University
Bachelor of Arts (B.A.), Spanish Language Teacher Education
Brigham Young University
Bachelor of Arts (BA), Spanish Language Teacher Education
Milton C Witt and Associates, LLC Financial AdvisorOne Financial Advisors2014 - Present
Kellogg Insurance 2010 - 2012
Managed Wealth Financial 2005 - 2011
Extend Health 2008 - 2010
Merit Medical Systems, Inc. 1998 - 2005
Skills
Customer Service, Health Insurance, Employee Benefits, Insurance, Life Insurance, Fixed Annuities, 401k, Training, Disability Insurance, Retirement Planning, Small Business, Call Centers, Sales, Team Building, Strategic Planning, Employee Relations, Long-term Care, Term Life Insurance, Workers Compensation, Business Development, Payroll, Retirement, Property & Casualty..., Public Speaking, Medicare, Leadership, Strategic Financial..., Estate Planning
Education
Brigham Young University
Master of Arts (M.A.), Applied Linguistics/Teaching English as a Second Language
Brigham Young University
Bachelor of Arts (B.A.), Spanish Language Teacher Education
Brigham Young University
Bachelor of Arts (BA), Spanish Language Teacher Education
Pat Gamel's Managed Wealth Financial Experience September 2011 - January 2012
Job OWNER at PAT GAMEL INSURANCE AGENCY
Industry Insurance
Experience
PAT GAMEL INSURANCE AGENCY April 2014 - Present
Farmers Insurance Group of Companies January 2012 - Present
Managed Wealth Financial September 2011 - January 2012
Skills
Small Business, Insurance, Lead Generation, Social Media Marketing, Online Advertising, Life Insurance, Fixed Annuities, Umbrella Insurance, Property & Casualty..., Health Insurance, Term Life Insurance, Customer Service, Sales
Education
Boise State University
Bachelor of Arts (BA), Anthropology
Borah High School
PAT GAMEL INSURANCE AGENCY April 2014 - Present
Farmers Insurance Group of Companies January 2012 - Present
Managed Wealth Financial September 2011 - January 2012
Skills
Small Business, Insurance, Lead Generation, Social Media Marketing, Online Advertising, Life Insurance, Fixed Annuities, Umbrella Insurance, Property & Casualty..., Health Insurance, Term Life Insurance, Customer Service, Sales
Education
Boise State University
Bachelor of Arts (BA), Anthropology
Borah High School
Jason Moulton's Managed Wealth Financial Experience July 2014 - Present
Job Financial Services Entrepreneur
Industry Logistics and Supply Chain
Experience
Managed Wealth Financial July 2014 - Present
United postal service November 2013 - Present
TWO MEN AND A TRUCK® March 2013 - November 2013
Skills
Customer Service, Inventory Management, Customer Satisfaction, Microsoft Office, Microsoft Word, Team Building, Operations Management, Team Leadership, PowerPoint, Leadership, Time Management, Inventory Control, Management, Logistics
Education
Ohio University 2007 — 2012
Bachelor's Degree, Health Services Administration
Managed Wealth Financial July 2014 - Present
United postal service November 2013 - Present
TWO MEN AND A TRUCK® March 2013 - November 2013
Skills
Customer Service, Inventory Management, Customer Satisfaction, Microsoft Office, Microsoft Word, Team Building, Operations Management, Team Leadership, PowerPoint, Leadership, Time Management, Inventory Control, Management, Logistics
Education
Ohio University 2007 — 2012
Bachelor's Degree, Health Services Administration
Cari Warner's Managed Wealth Financial Experience September 2013 - September 2014
Job Regional Administrative Assistant at Varsity Facility Services
Industry Financial Services
Experience
Varsity Facility Services July 2014 - December 2014
Managed Wealth Financial September 2013 - September 2014
Thorpe North & Western January 2012 - January 2014
Utah Valley University October 2011 - December 2011
The Home Depot May 2011 - October 2011
Skills
Intellectual Property, Patent Prosecution, Trademarks, Legal Research, Patents, Customer Service, Writing, Creative Writing, Microsoft Office, Secretarial Skills, Organization, Research, Music, Singing, Public Speaking
Education
Utah Valley University 2011 — 2012
Salt Lake Community College 2008 — 2010
Associate's degree, General Studies
Weber State University 2006 — 2007
Musical Theatre
Varsity Facility Services July 2014 - December 2014
Managed Wealth Financial September 2013 - September 2014
Thorpe North & Western January 2012 - January 2014
Utah Valley University October 2011 - December 2011
The Home Depot May 2011 - October 2011
Skills
Intellectual Property, Patent Prosecution, Trademarks, Legal Research, Patents, Customer Service, Writing, Creative Writing, Microsoft Office, Secretarial Skills, Organization, Research, Music, Singing, Public Speaking
Education
Utah Valley University 2011 — 2012
Salt Lake Community College 2008 — 2010
Associate's degree, General Studies
Weber State University 2006 — 2007
Musical Theatre
Bret Robertson's Managed Wealth Financial Experience November 2011 - March 2012
Job Logistics Manager at Pacific Live
Industry Logistics and Supply Chain
Experience
Pacific Live May 2014 - Present
West Seattle Coins and Bellevue Rare Coins May 2012 - February 2014
Managed Wealth Financial November 2011 - March 2012
Fun Forest Amusement Inc. May 2008 - September 2010
Fun Forest Amusement Inc. May 2002 - September 2010
Skills
Retail, Merchandising, Customer Service, Fashion, Luxury Goods, Event Management, Apparel, Store Management, Marketing, Inventory Management, Styling, Trend, Sales, Social Media Marketing, Visual Merchandising
Education
University of Idaho 2006 — 2011
Bachelor's Degree, Finance, General
American InterContinental University 2008 — 2009
Accounting and Finance, Design
Bellevue High School 2002 — 2006
High School
Pacific Live May 2014 - Present
West Seattle Coins and Bellevue Rare Coins May 2012 - February 2014
Managed Wealth Financial November 2011 - March 2012
Fun Forest Amusement Inc. May 2008 - September 2010
Fun Forest Amusement Inc. May 2002 - September 2010
Skills
Retail, Merchandising, Customer Service, Fashion, Luxury Goods, Event Management, Apparel, Store Management, Marketing, Inventory Management, Styling, Trend, Sales, Social Media Marketing, Visual Merchandising
Education
University of Idaho 2006 — 2011
Bachelor's Degree, Finance, General
American InterContinental University 2008 — 2009
Accounting and Finance, Design
Bellevue High School 2002 — 2006
High School
Jonathan Irvine's Managed Wealth Financial Experience July 2014 - Present
Job Financial Educator at Managed Wealth Financial
Industry Financial Services
Experience
Managed Wealth Financial July 2014 - Present
Taffy Town, Inc. June 2014 - July 2014
Just Roof It May 2014 - July 2014
Skills
Sales, Leadership, Management, Microsoft Word, Microsoft Office, Training, Research, PowerPoint
Education
Salt Lake Community College 2012 — 2012
General Studies
Riverton High School 2008 — 2011
Diploma
Managed Wealth Financial July 2014 - Present
Taffy Town, Inc. June 2014 - July 2014
Just Roof It May 2014 - July 2014
Skills
Sales, Leadership, Management, Microsoft Word, Microsoft Office, Training, Research, PowerPoint
Education
Salt Lake Community College 2012 — 2012
General Studies
Riverton High School 2008 — 2011
Diploma