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Financial Consultants in Park City, UT

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25 results found

Marla Howard Salt Lake City, UT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice President of FinanceVice PresidentChief ExecutiveInvestorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerHuman Resources SpecialistRecruitmentOperations ManagerFinancial OfficerFinancial ManagerManagement Team ExecutiveCorporate ExecutiveAdvisorFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeperController

Experience & Education

Position:
VP of Finance at The Staker Company, Financial Consultant at ME Howard, LLC/epraxis
Title:
VP of Finance at The Staker Company
Location:
Greater Salt Lake City Area
Industry:
Real Estate
Work history:
The Staker Company - Greater Salt Lake City AreaVP of Financesince Oct 2012ME Howard, LLC/epraxis Financial Consultantsince Apr 2011
Certifications:
Certified Public Accountant, State of Utah
Certified Global Management Accountant, AICPA

Kathleen Barlow Park City, UT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHospital Care ProfessionalHealth ProfessionalHealth PractitionerClient Service OfficerCustomer ServiceOperations Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Park City, Utah
Industry:
Financial Services
Work history:
Edward Jones - Park CityFinancial Advisorsince Nov 2012Transamerica Financial Advisors, Inc. - Park City, UtahFinancial AdvisorApr 2012 - Oct 2012

Richard Chapman Salt Lake City, UT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalComputer Software ProfessionalSoftware DevelopersVice President of SalesVice PresidentChief ExecutiveCertified Nurse AideNurseNurse PractitionerConsumer Goods ProfessionalCommodities ClerkRegion ManagerCorporate ExecutiveOperations ManagerBusiness AdministratorArea ManagerManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of ScienceMarket Research Analyst

Experience & Education

Position:
Financial Advisor at Fidelity Investments
Title:
Financial Advisor: Investment Solutions
Location:
Greater Salt Lake City Area
Industry:
Computer Software
Work history:
Fidelity Investments Financial AdvisorPark City Group - Park City, UtahVice President of SalesDec 2010 - Nov 2011

Henry Glasheen Park City, UT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior Vice PresidentVice PresidentChief Executive

Experience & Education

Position:
Independent Financial Advisor at Wedbush Securities
Title:
Wedbush Securities
Location:
Park City, Utah
Industry:
Financial Services
Work history:
Wedbush Securities Independent Financial Advisorsince Nov 2005Wachovia Securities Senior Vice PresidentAug 1998 - Nov 2005

Carl Doane Salt Lake City, UT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManaging MemberFinancial DirectorManagerChief Executive OfficerChief ExecutiveFinancial OfficerFinancial ManagerOperations ManagerCorporate ExecutiveBusiness ConsultantCounselorAdvisorEntertainment ProfessionalEntertainer

Experience & Education

Position:
Managing Member at Global Green Energy Partners, Finance and Business Consultant at The Treadwell...
Title:
Managing Member at Global Green Energy Partners
Location:
Greater Salt Lake City Area
Industry:
Accounting
Work history:
Global Green Energy Partners Managing Membersince Feb 2013The Treadwell Group - Greater Salt Lake City AreaFinance and Business Consultantsince Jul 1995

Carsten Nielsen Park City, UT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManaging PartnerPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales RepresentativeBuyer and Seller

Experience & Education

Position:
Managing Partner at Sky Investment Group LLC
Title:
Senior Managing Partner
Location:
Park City, Utah
Industry:
Oil & Energy
Work history:
Sky Investment Group LLC Managing Partnersince Apr 2012UBS FInancial Advisor2000 - 2002

Richard Chapman Park City, UT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ExecutiveVice President of SalesSales ManagerVice PresidentChief ExecutiveRegion ManagerOperations ManagerBusiness AdministratorArea ManagerManagers

Experience & Education

Work

Company:
Fidelity investments
Financial advisor
Company:
Park city group - Park City, UT
Vice president of sales

Skills

Professional Training Over 2,000 hours of continuing education: Dimensions of Selling, Management ...

Richard Chapman Park City, UT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales DirectorSales ManagerRegion ManagerCorporate ExecutiveChief ExecutiveOperations ManagerBachelor of ScienceBusiness AdministratorArea ManagerManagers

Experience & Education

Work

Company:
Morgan stanley smith barney - New York, NY
Sales management; financial advisor
Company:
Dr pepper snapple group
Division sales manager

George Garvin Park City, UT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations Manager

Experience & Education

Work

Company:
Morgan stanley - Park City, UT
Financial advisor
Company:
Garvin realty investment llc - Park City, UT
Manager

Brian Kahn Park City, UT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentative

Experience & Education

Work

Company:
Responsible asset management
Investment advisor representative
Company:
Jupiter peak financial, llc
Financial consultant

Bruce Allen Park City, UT

Professions & Specialties

Financial ConsultantMortgage Loan OfficerFinancial Services ProfessionalFinancial Services Sales AgentMortgage SpecialistLoan Officers

Experience & Education

Work

Company:
Allen wealth management - Park City, UT
Financial advisor
Company:
First city financial & intermountain mortgage - Park City, UT
Mortgage loan officer

Stephen Perry Salt Lake City, UT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPlannerAnalystSupporting MemberApprenticeAnalystsTeam MemberData AnalystData Entry SpecialistData ScientistSupplierBuyerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeBuyer and SellerDoctor of MedicineBachelor of ScienceArmy Major GeneralOperations ManagerDirector of OperationsHuman Resources SpecialistRecruitmentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
SDM Supply Demand Planner at Apple
Location:
Greater Salt Lake City Area
Industry:
Retail
Work history:
Apple - Sacramento, California AreaSDM Supply Demand Plannersince Jun 2013Skullcandy Inc. - Park City, UtDemand PlannerJun 2012 - Jun 2013
Skills:
Microsoft Excel, SQL, Web Analytics, Supply Chain, Demand Supply Planning, SAP Business ByDesign,...
Intern Financial Advisor at AXA Advisors

Edward Rubio Park City, UT

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerChairpersonRegional Vice PresidentCorporate ExecutiveChief ExecutiveVice PresidentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerRecognitionPerformerMarketing ManagerPlannerRepresentativeManagersSales AgentSales RepresentativeField Marketing SpecialistMarketing AdministratorAccounting BookkeeperBookkeeper

Experience & Education

Position:
President and CEO at Grupo EMR
Title:
CEO Grupo EMR
Location:
Park City, Utah
Industry:
Real Estate
Work history:
Grupo EMR President and CEOsince Jan 2009AXA Distributors Senior Regional Vice President2005 - 2008
Skills:
Strategic Financial Planning, Conceptual Modeling, Investments, Program Management, Strategy,...
..created and piloted while working as a financial advisor for the company

Carl Richards Salt Lake City, UT

Professions & Specialties

Certified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerDirectorOperations ManagerInvestorAdvisorAuthorFounding MemberChief ExecutiveFinancial ManagerBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director of Investor Education at BAM Advisor Services, Author at The Behavior Gap, Contributor at...
Title:
Director of Investor Education at BAM Advisor Services
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
BAM Advisor Services - Park City, UTDirector of Investor Educationsince Feb 2012The Behavior Gap - Park City, UtahAuthorsince Jan 2011
Financial Advisor at Prudential Securities

Ben Massimino Park City, UT

Professions & Specialties

ChairpersonChief Executive OfficerFounderVice President of OperationsCo-FounderChief ExecutiveCorporate ExecutiveFounding MemberVice President

Experience & Education

Work

Company:
Seec enterprises, llc
President, ceo, & founder - day
Company:
Renovo companies - Park City, UT
Vice president operations & co-founder

Jillian Lessner Salt Lake City, UT

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial DirectorManagerFinancial OfficerFinancial ManagerOperations ManagerSupervisorManagers

Experience & Education

Position:
Director of Finance & Accounting at Western Electricity Coordinating Council
Location:
Greater Salt Lake City Area
Industry:
Utilities
Work history:
Western Electricity Coordinating Council - Greater Salt Lake City AreaDirector of Finance & Accountingsince Mar 2012Stanley Black & Decker, Inc. - Hartford, Connecticut AreaCorporate Technical Accounting ManagerDec 2010 - Feb 2012
Financial Consultant at River Ridge Consulting

Karen Tafuri Salt Lake City, UT

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationConciergeFinancial ManagerBachelor of ScienceRepresentativeRecognitionTeam MemberSupporting MemberVice PresidentOwnerChief ExecutiveComputer Software ProfessionalInformation Technology SpecialistSoftware DevelopersIT SpecialistInstructorPedagogueFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
MBA, Certified Financial Planner at Investment Management Consultants
Title:
Certified Financial Planner at Investment Management Consultants
Location:
Greater Salt Lake City Area
Industry:
Hospitality
Work history:
Investment Management Consultants - 6465 South 3000 East, Suite 200, Salt Lake City, UT 84121MBA, Certified Financial Plannersince Jan 2005Montage Deer Valley - 9100 Marsac Avenue, Park City, UT 84060ConciergeNov 2010 - Dec 2011
Skills:
Investments, Customer Relations, Financial Planning, Securities, Customer Service, Asset...

John Leone Park City, UT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProfessional EngineerProject EngineerEngineering SpecialistMechanical EngineerMechanical Engineering ProfessionalMechanical EngineeringCo-FounderChief ExecutiveFounderFounding MemberBachelor of SciencePublishing Professional

Experience & Education

Work

Company:
Urs corporation
Senior mechanical pm- (udc) utah data center
Company:
Urs corp - Stockton, UT
Senior mechanical project engineer, engineering contract

Skills

AutoCAD, Microsoft Office programs (Outlook, Excel, PowerPoint, Word, Access, Publisher &...

Dave Sturgeon Park City, UT

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerLeaderManagersOperations ManagerChief ExecutiveBachelor of Science

Experience & Education

Work

Company:
Providence heath (seattle)
Interim chief financial officer
Company:
University of utah medical group
Chief financial officer

Jesse Liller Park City, UT

Professions & Specialties

Assistant Branch ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerBusiness SpecialistClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Mountain american credit union
Assistant branch manager
Company:
Wells fargo - Salt Lake City, UT
Personal finance specialist & business specialist (customer service representative)

Marlon Rudd Park City, UT

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentControllerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAccounting BookkeeperBookkeeperBachelor of ScienceFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Agritech/logan manufacturing - Sugar City, ID
Controller
Company:
Coldwell banker residential brokerage - Salt Lake City, UT
Realtor

Regina Schiefer Woodmoor, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonDirectorChief ExecutiveOperations ManagerCreative DirectorArt Director

Experience & Education

Position:
President/Creative Director at Energy Design Solutions LLC
Title:
President/Creative Director at Energy Design Solutions, LLC
Location:
Monument, Colorado
Industry:
Oil & Energy
Work history:
Energy Design Solutions LLC - Monument,COPresident/Creative Directorsince Jun 2011Edward Jones - Park City, UTFinancial AdvisorMar 2009 - Jun 2011

Erin Weidner Rancho Santa Fe, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive OfficerCorporate ExecutiveChief ExecutiveFounderFounding MemberManagement Team ExecutiveOperations ManagerOrganization ManagementNon-ProfitProperty ManagerReal Estate ManagerSchool AdministratorEducational Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Rancho Santa Fe, California
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Rancho Santa FeFinancial Advisorsince Apr 2012Rancho Santa Fe Community Center - Rancho Santa Fe, CAExecutive DirectorJul 2011 - Mar 2012
Languages:
Spanish, French

Chris Casey Encinitas, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerFounderCorporate ExecutiveChief ExecutiveFounding MemberInformation Technology SpecialistIT SpecialistComputer Software ProfessionalSoftware DevelopersAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperNational Sales AssistantSales Representative

Experience & Education

Position:
Founder & CEO at WealthTechs Inc
Title:
CEO at WealthTechs Inc
Location:
Encinitas, California
Industry:
Information Technology and Services
Work history:
WealthTechs Inc - Park City, UTFounder & CEOsince Mar 2010Lync.NET Founder & CEOJan 1995 - Mar 2010
Financial Advisor at Merrill Lynch

Dylan Decker Minneapolis, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerChairpersonOperations ManagerChief ExecutiveCounselorAnalystVolunteerPilotAdvisorAnalystsNon-ProfitAir Transportation WorkerPhysicianHospital Care ProfessionalHealth ProfessionalHealth PractitionerHostFinancial AnalystSalesForce AdministratorDatabase Administration ProfessionalDatabase AdministratorLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Finacial Consultant - Capital Manager at Optum
Title:
Financial Consultant - Capital Manager at Optum
Location:
Greater Minneapolis-St. Paul Area
Industry:
Hospital & Health Care
Work history:
Optum - Eden Prairie, MNFinacial Consultant - Capital Managersince Feb 2013UnitedHealth Group - Minnetonka, MNSenior Financial AnalystSep 2011 - Jan 2013


Financial Consultants near Park City, UT0170340510680850Salt Lake CityProvoSandyOremDraperBountifulPleasant GroveLindonFarmingtonCenterville



Financial Consultants around Park City, UT

Alpine  (1)
Bountiful  (16)
Centerville  (5)
Draper  (26)
Farmington  (6)
Lindon  (8)
Orem  (33)
Provo  (188)
Salt Lake City  (846)
Sandy  (33)
Springville  (3)

Financial Consultants in Utah

Sub-specializations

Financial Consultant  (25)