Sovereign Financial Group
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Sovereign Financial Group Employees
Sentinel Security Life Insurance Co. January 2013 - Present
Jeffrey Wilkinson, Attorney at Law June 2012 - January 2013
Pollyanna Apartments November 2011 - January 2013
Sovereign Financial Group June 2009 - October 2011
Skills
Office Management, Team Building, Team Leadership, Accounting, Bookkeeping, Microsoft Word, Microsoft Excel, Prezi, Payroll
Education
Westminster College
Bachelor's Degree, Business
Salt Lake Community College
Business Administration and Management, General
Salt Lake Community College
Associate of Science (A.S.), Pre-Physical Therapy Studies
Notary Public
Sovereign Financial Group June 2012 - Present
JetBlue Airways May 2007 - June 2012
Scenic Route Paper Company April 2004 - July 2007
Skills
Administrative..., Outlook, Microsoft Excel, Microsoft Office, Office Management, PowerPoint, Customer Service, Microsoft Word, Event Planning, Office Administration, Spreadsheets, Access, Data Entry, Event Management
Education
Brigham Young University 1980 — 1981
Dixie State University
CMG Financial June 2013 - Present
Sovereign Financial Group February 2012 - June 2013
Skills
Banking, Loans, Mortgage Banking, FHA, Investment Properties, First Time Home Buyers, Customer Service, Real Estate, Sales, Refinance, Residential Mortgages, Microsoft Office, Mortgage Lending, Loan Origination
Education
University of San Diego 2010 — 2014
Bachelor's degree, Finance
Alliance Credit Union May 2012 - Present
Capital Bank 2011 - 2012
US Bank August 2010 - April 2011
Wells Fargo March 2009 - July 2010
Atlanta Bread Company April 2004 - December 2008
Sovereign Financial Group March 2001 - March 2004
Skills
Customer Service, Branch Banking, Time Management, Multi Tasking, Problem Solving, Close Attention to..., Communication, Adaptability, Organization, Time Study, Operational Control, Training, Cash Handling Experience, Payroll, Painting, Accounts Payable, Accounts Receivable, Microsoft Word, Microsoft Excel, Microsoft Office, QuickBooks, Marketing, Seminars, Cash Register, Cross Selling, Goal Setting, Office Administration, Project Planning
Education
North Carolina State University 1995 — 1999
Bachelor of Science (BS), Industrial Engineering
John T Hoggard 1991 — 1995
Financial Insight Center October 2011 - Present
Links Consulting Group August 2009 - September 2011
Beneficial Financial Group August 2003 - August 2009
Sovereign Financial Group July 2001 - August 2003
The MONY Group 1996 - 2001
Skills
Financial Planning, Investment Advisory, Investment Management, Retirement Planning, Investments, Financial Analysis, Finance, Strategic Planning, Leadership, Management, Retirement, Wealth Management, Insurance, Portfolio Management, Mutual Funds, Financial Advisory, Life Insurance, Small Business, Estate Planning
Education
Brigham Young University 1988 — 1995
Bachelor's Degree, Accounting
University of Utah
Olympus High School
Stone Edge Real Estate November 2009 - Present
FranklinCovey August 2010 - April 2015
OrangeSoda February 2008 - August 2010
Varilease November 2005 - February 2008
Sovereign Financial Group January 2004 - September 2005
Skills
Search Advertising, PPC, Business Development, Negotiation, Lead Generation, Public Speaking, Sales Management, Direct Sales, SEO, New Business Development, Sales, Customer Engagement, SEM, Online Advertising, Management, Online Marketing, Account Management, Strategic Partnerships, Salesforce.com, Strategy, Marketing Strategy, Sales Process, Leadership, Google Analytics, Digital Marketing, E-commerce
Education
University of Utah 2003 — 2004
Bachelor of Arts, Political Science
Salt Lake Community College 2000 — 2003
Associates
Sovereign Financial Group February 2001 - Present
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Banking, Equities, Asset Management, Mortgage Lending, Insurance, Financial Advisory, Estate Planning, Securities, Credit, Strategic Planning, Customer Service, Marketing, Public Speaking, Financial Planning, Small Business, Team Building, Marketing Strategy, Leadership
Education
The American College 2014 — 2015
RICP
University of Wisconsin-Green Bay 1990 — 1994
Bachelor of Arts (BA), Communicatons & Public Relations
HUB Financial Inc. June 2007 - Present
Hub Financial June 2004 - Present
Sovereign Financial Group March 2004 - May 2007
WFG Canada January 2000 - March 2004
Primerica 1998 - 2000
Skills
Investments, Retirement Planning, Strategic Financial..., Estate Planning, Fixed Annuities, Asset Managment, Wealth Management..., Mortgage Servicing, Segregated Funds, Retirement, Wealth, Small Business, Financial Planners, Disability Insurance, Asset Management, Residential Mortgages, Health Insurance, Mutual Funds, Wealth Management, Critical Illness, Life Insurance, Term Life Insurance, Alternative Investments, Financial Planning, Financial Services, Income Protection, Mortgage Lending, Personal Finance, Relationship Management, Retirement Savings
Education
Mount Royal University 1993 — 1996
Accounting, Business Admin
Mount Royal University 1993 — 1996
Accounting and Business/Management
DM2 Software May 2014 - Present
Northwestern Mutual April 2013 - May 2014
Ameritas Investment Corp. January 2012 - April 2013
Sovereign Financial Group September 2011 - April 2013
DM2 Software, Inc. April 2007 - August 2011
White Mountain Fuels August 2004 - March 2007
Ford Motor Company January 2003 - July 2004
Education
Brigham Young University 2000 — 2002
BS - Business, Finance & Financial Services
PFSA September 2014 - Present
Coda Octopus Colmek 2012 - 2014
Sovereign Financial Group 2011 - 2013
WARRIOR INTERNATIONAL – Salt Lake City, UT 2000 - 2010
CARDINAL DISTRIBUTION – Salt Lake City, UT 1999 - 2000
UNITED STATES ARMY – U.S. and Abroad 1990 - 1999
Skills
Executive Management, Sales Presentations, Career Counseling, Leadership Development, Team Leadership, Talent Management, Financial Analysis, Team Management, Operations Management, Organizational..., Organizational..., Team Building, Performance Management, Coaching, Change Management, Organizational..., Problem Solving, Business Development, Leadership Trainer, Recruiting, Cross Functional Team..., Process Improvement, Strategic Planning, Interviews, Customer Service, Management Development, Leadership, Entrepreneurship, Negotiation, Contract Negotiation, Project Management, Employee Training, Analysis, Management, Human Resources, Business Planning, Mergers & Acquisitions, Budgets, P&L Management, Sales Operations, Cross-functional Team..., Sales, Project Planning, Customer Satisfaction, Logistics, Start-ups, Marketing Strategy, Strategy, Time Management, Policy
Education
University of Utah - David Eccles School of Business 2011 — 2013
Master of Business Administration (MBA)
Brigham Young University
BA - Political Science with Minor in Spanish, Constitutional Law and Ethics in Government
Sovereign Financial Group November 2006 - Present
TIAA-CREF August 1996 - October 2006
Houlihan Lokey Howard and Zukin June 1992 - December 1994
Education
Columbia University - Columbia Business School 1994 — 1996
Cornell University 1988 — 1992
BS, Business Management & Economics
The Falls Event Center October 2014 - Present
The Falls Event Center March 2013 - October 2014
Dynatronics June 2010 - March 2013
Sovereign Financial Group February 2009 - November 2009
Brigham Young University September 2007 - January 2009
Brigham Young University 2007 - 2007
Skills
Software Documentation, HTML 5, CSS3, JavaScript, jQuery, User Interface Design, Web Design, SEO, Copy Editing, Graphic Design, Web Analytics, Web Marketing, Testing, Technical Writing, Marketing, E-commerce, CSS, Social Media Marketing, HTML, Website Development, Illustrator, WordPress, Photoshop, Email Marketing, Online Marketing, SEM, Flash, PPC, Adobe Creative Suite, Social Networking
Education
Brigham Young University 2004 — 2008
B.A., English (Minors: Humanities Computing, Spanish)
Monterey High School 1998 — 2001
Full Sail Financial of Utah January 2012 - Present
Sovereign Financial Group October 2005 - January 2009
1998Solutions Unlimited of California January 1998 - October 2005
Skills
Adult Education, Highly Analytical, Results Oriented
Education
University of Utah 2010 — 2015
Certified Financial Planner
University of San Francisco 1996 — 1998
Human Resources / Organizational Behavior & Development