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Financial Management Analysts in Utah

Financial Management Analysts in Salt Lake City, UT

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174 results found

Kim Martin Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Human Resources Specialist • Recruitment • Guide • Tour Guide • Account Service Manager • Consumer Goods Professional • Commodities Clerk • English Language Teacher • Dean • Counselor Education Professor • Educational Counselor • High School Teacher • Secondary School Teacher • Higher Education Professional • School Administrator • Educational Manager • Director • Vice President • Operations Manager • Chief Executive • Master of Business Administration • Bachelor of Science • High School Diploma • General Education • Psychology Specialist

Experience & Education

Position:
Corporate Staffing/Recruiter at Blendtec, Second Year Financial Planner at Stevens Henager College
Title:
at Blendtec
Location:
Greater Salt Lake City Area
Industry:
Human Resources
Work history:
Blendtec - Orem, UTCorporate Staffing/Recruitersince Jun 2013Stevens Henager College - Murray, UTSecond Year Financial Plannersince Jul 2012
Skills:
Project Management, Recruiting, Networking, Marketing, Account Management, Customer Service, B2B,...
Languages:
English, Chinese
Full Profile

Barbara Barton Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Leader • Counselor • Supporting Member • Managers • Advisor • Team Member • Sports Trainer • Sports Trainers • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Community Service Manager

Experience & Education

Position:
Guest Teacher Barbara Barton, J.D., M.F.P, C.E.B.S. at Granite School District, Barbara Barton,...
Title:
Leader, Attorney, Financial Planner, Consultant, Teacher, Coach, Employee-preneur, Grooming Next Generation for Success
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Granite School District - Select High Schools, Salt Lake City, UTGuest Teacher Barbara Barton, J.D., M.F.P, C.E.B.S.since 2008Ladies In The Know - Headquartered in Salt Lake City, Utah, U.S.A.Barbara Barton, Associatesince 2010
Skills:
Education, Training, Sales, Marketing, Presentations, Business Development, Leadership Development, ...
Full Profile

Cidne Christensen Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Oncologist • Medical Practice Professional • Medical Practitioner • Organization Management • Deputy Director • Operations Manager • Deputy Manager • Chief Executive • Recruitment • Customer Service

Experience & Education

Position:
Community Relationship Manager at American Cancer Society
Location:
Greater Salt Lake City Area
Industry:
Nonprofit Organization Management
Work history:
American Cancer Society - Salt Lake CityCommunity Relationship Managersince Aug 2010The Art Institute of Salt Lake - Greater Salt Lake City AreaAssistant Director of AdmissionsMay 2009 - Aug 2010
Skills:
Computers, Adobe Creative Suite, Social Media Marketing, Social Networking, Social Skills,...
Full Profile

Mark Miller Salt Lake City, UT

Professions & Specialties

Financial Planner • Loan Officer • Financial Services Professional • Financial Management Analyst • Financial Services Sales Agent • Loan Officers • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Keystone Financial Edge, Inc, Registered Representative at H. Beck, Inc.,...
Title:
Financial Planner at Keystone Financial Edge, Inc
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Keystone Financial Edge, Inc - Utah, California, Nevada, Arizona, Virginia, North CarolinaFinancial Plannersince Mar 2005H. Beck, Inc. - South Jordan, UtahRegistered Representativesince Mar 2009
Skills:
Strategic Financial Planning, Financial Analysis, Retirement Planning, Strategic Planning,...
Languages:
Spanish
Full Profile

Keith Zuspan Salt Lake City, UT

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Compliance Investigator • Compliance Officer • Government Administration Professional • Community Service Manager • Technician • Police • Business Administrator • Managers • Technical Specialist • Technical Support Specialists • Personnel Administrator • Operations Manager • HR Manager • Army Sergeant • Master of Public Administration • Bachelor of Science • Personnel Specialist • Recruitment

Experience & Education

Position:
Licensing and Compliance Investigator at State of Utah - Alcohol Control Department
Title:
Licensing and Compliance Investigator at State of Utah
Location:
Greater Salt Lake City Area
Industry:
Government Administration
Work history:
State of Utah - Alcohol Control Department Licensing and Compliance Investigatorsince Apr 2004U.S. Army Dugway Proving Grounds Financial Management AnalystSep 2003 - Apr 2004
Skills:
Strategic Planning, Public Speaking, Auditing, Policy, Government, Management, Analysis, Training
Full Profile

Vicky Steinbrech Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Financial Planner at KeyBank
Title:
Financial Planner at KeyBank
Location:
Greater Salt Lake City Area
Industry:
Banking
Work history:
KeyBank - Greater Salt Lake City AreaSenior Financial Plannersince Feb 2003
Skills:
Retirement Planning
Full Profile

Sharie Giles Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Partner • Chief Executive • Representative • Management Team Executive • Operations Manager • Contractor • Administrative Clerk • Clerical Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner/Producer at Bowthorpe & Associates Insurance, LLC
Title:
Owner/Producer
Location:
Greater Salt Lake City Area
Industry:
Insurance
Work history:
Bowthorpe & Associates Insurance, LLC - Greater Salt Lake City AreaPartner/Producersince Jan 1996AIG Royal Alliance Financial PlannerJan 2007 - Apr 2009
Full Profile

Jeremy Miller Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Senior Financial Planner at Wells Fargo
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Wells Fargo - Salt Lake City, UTSenior Financial Plannersince May 2010Wells Fargo - Salt Lake City, UTFinancial PlannerJun 2007 - May 2010
Full Profile

Alexander Smerling Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • PHP Developer • Software Developer • Software Developers • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Owner • Chief Executive • Contractor • Payroll Supervisor • Compensations and Benefits • Biller • Independent Business Owners • Operations Manager • Customer Service • Psychology Specialist

Experience & Education

Position:
Associate - Financial Services & Financial Planner at PHP Agency LLC
Title:
PHP Agency LLC
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
PHP Agency LLC Associate - Financial Services & Financial Plannersince 2010PHP Agency LLC Financial Services2010 - 2011
Skills:
Human Resources, Insurance, Auditing, Strategic Financial Planning, Life Insurance, Fixed...
Languages:
Spanish, German, English, French
Full Profile

Mike Lyon Salt Lake City, UT

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Operations Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Operations Manager • Software Developers

Experience & Education

Position:
Financial Advisor at First Command Financial Services, Operations Officer (G6) at Utah Army...
Title:
Operations Officer at Utah Army National Guard
Location:
Greater Salt Lake City Area
Industry:
Information Technology and Services
Work history:
First Command Financial Services - Layton, UTFinancial Advisorsince Oct 2012Utah Army National Guard Operations Officer (G6)since Jun 2012
Languages:
Spanish
Full Profile

Marylee Bingham Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Assistant • Security • Office Clerk • Clerical Specialist • Chairperson • Chief Executive • Property Manager • Real Estate Manager • Managers • Operations Manager • Of Counsel • Jurist • Legal Counsel

Experience & Education

Position:
Financial Planner at Managed Wealth Financial
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Managed Wealth Financial Financial Plannersince Nov 2012BANK OF AMERICA MERRILL LYNCH - Salt Lake CityOFFICE MANAGER (in addition to below responsibilities)Apr 2007 - Mar 2011
Certifications:
Insurance License - Variable Life, State of Utah
Series 6, Finra
Full Profile

Andrew Rakowski Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entrepreneur • Organization Management • Advisor • Managers • Sales Manager • Sales Director • Operations Manager • Judge • Consumer Goods Professional • Sales Representative • Commodities Clerk • Property Manager • Real Estate Manager

Experience & Education

Position:
Investment Representative at Fidelity Investments
Title:
Financial Planner with Ameriprise Financial
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Fidelity Investments Investment Representativesince May 2011Ameriprise Financial Financial AdvisorApr 2008 - May 2011
Full Profile

Calvin Weight Salt Lake City, UT

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Financial Analyst • Project Manager • Analyst • Analysts • Hospital Care Professional • Health Professional • Health Practitioner • Project Managers • Controller • Accounting Bookkeeper • Bookkeeper • Owner • Financial Director • Chief Executive • Financial Officer • Financial Manager • Master of Science • Bachelor of Science • Human Resources Specialist • Recruitment • Database Administration Professional • Database Administrator • Software Developer • Software Developers • Data Entry Specialist • Data Scientist • Operations Research Analysts • Sports Trainers

Experience & Education

Position:
FINANCIAL MANAGEMENT ANALYST at University of Utah School of Medicine
Title:
Financial Analyst on the IT Analytics Team at University of Utah School of Medicine
Location:
Greater Salt Lake City Area
Industry:
Hospital & Health Care
Work history:
University of Utah School of Medicine - Greater Salt Lake City AreaFINANCIAL MANAGEMENT ANALYSTsince Oct 2011Goldman Sachs - Greater Salt Lake City AreaANALYSTAug 2010 - Aug 2011
Skills:
Finance, Oracle SQL, VBA, SQL, Microsoft Excel, Reports, Database Management, Forecasting, Pivot...
Languages:
French
Full Profile

Danielle Freeman Salt Lake City, UT

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Research Assistant • Researcher • Survey Researcher • Student Worker • Advisor • Operations Manager

Experience & Education

Position:
Financial Management Analyst at University of Utah Hospitals and Clinics
Location:
Salt Lake City, Utah
Industry:
Hospital & Health Care
Work history:
University of Utah Hospitals and Clinics Financial Management Analystsince Jun 2012Arizona State University - Tempe, ArizonaResearch AssistantDec 2010 - May 2012
Skills:
Sales, Healthcare, Healthcare Management, Data Analysis, Customer Service, Microsoft Office,...
Full Profile

Hans Rasmussen Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Advertising Professional • Advertising Sales Agent • Marketing Director • Chief Executive • Evangelist • Guide • Security • Preacher • Religious Worker • Tour Guide • Presenter • Buyer • Supplier • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Linux Administrator • Computer Software Professional • Information Technology Specialist • Systems Support Specialist • Support Specialists • Systems Administrator • Computer Systems Administrator • Software Developers • IT Specialist • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Training and Coaching Professional • Professional Development Teacher • Workforce Development Specialist • Training and Development

Experience & Education

Title:
Associate at World Financial Group (WFG)
Location:
Greater Salt Lake City Area
Industry:
Marketing and Advertising
Work history:
World Financial Group (WFG) AssociateJan 2009 - Jan 2011Browz LLC Director of MarketingFeb 2007 - May 2008
Full Profile

Tammy Alsup Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Independence University
Location:
Greater Salt Lake City Area
Industry:
Higher Education
Work history:
Independence University Financial Planner
Full Profile

Alysia Ralya Salt Lake City, UT

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Management Analyst at IM Flash Technologies
Location:
Greater Salt Lake City Area
Industry:
Electrical/Electronic Manufacturing
Work history:
IM Flash Technologies Financial Management Analyst
Full Profile

Pavel Kruchek Salt Lake City, UT

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Manager • Division Manager • Operations Manager • Department Supervisor • Manager • Pediatrician • Family Practitioner • General Practitioner • Hospital Care Professional • Physician • Health Professional • Health Practitioner

Experience & Education

Position:
Business Manager, Clinical Trials Office at University of Utah Health Sciences
Title:
Clinical Trials Office Business Manager at University of Utah Health Sciences
Location:
Salt Lake City, Utah
Industry:
Hospital & Health Care
Work history:
University of Utah Health Sciences Business Manager, Clinical Trials Officesince 2012University of Utah Health Sciences Financial Management Analyst2009 - 2012
Skills:
Financial Analysis, Financial Modeling, Financial Reporting, Data Analysis, Valuation, Microsoft...
Full Profile

Dean Johnson Salt Lake City, UT

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial management analyst at United States Air Force
Location:
Greater Salt Lake City Area
Industry:
Defense & Space
Work history:
United States Air Force Financial management analyst
Full Profile

Mark Miller Salt Lake City, UT

Professions & Specialties

Loan Officer • Financial Planner • Loan Officers • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Construction • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Loan Officer at Springwater Capital LLC, Financial Planner at Keystone Financial Edge, Inc
Title:
Senior Loan Officer at Springwater Capital LLC
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Springwater Capital LLC - UtahSenior Loan Officersince Nov 2009Keystone Financial Edge, Inc - Utah, California, Nevada, Arizona, Virginia, North CarolinaFinancial Plannersince 1987
Full Profile

Troy Doman Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at Stevens-Henager College
Location:
Greater Salt Lake City Area
Industry:
Higher Education
Full Profile

Jusitn Ricks Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at MassMutual
Location:
Greater Salt Lake City Area
Industry:
Insurance
Work history:
MassMutual Financial Planner
Full Profile

Kerry Hazard Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Survivor • Team Member • Reality Show • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Psychology Specialist • Tour Guide • Customer Service • Operations Manager

Experience & Education

Position:
Associate at Goldman Sachs
Location:
Salt Lake City, Utah
Industry:
Financial Services
Work history:
Goldman Sachs - Greater Salt Lake City AreaAssociatesince Mar 2013The Ayco Company, L.P. Financial Planner - Survivor SupportAug 2009 - Jan 2013
Full Profile

Kathy Houck Salt Lake City, UT

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Management Analyst at Univer SpA
Location:
Greater Salt Lake City Area
Industry:
Higher Education
Work history:
Univer SpA Financial Management Analyst
Full Profile

Brian Urie Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Captain • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Bauer Captain and Johnson, Associate at Wealth Management Strategies,...
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Skills:
See www, brianurie, com
Full Profile

Phil Jung Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at F
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Full Profile

Mike Pidcock Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at WGSN
Location:
Greater Salt Lake City Area
Industry:
Information Services
Full Profile

Michael Pidcock Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at WGSN
Location:
Greater Salt Lake City Area
Industry:
Information Services
Full Profile

Richard Ravarino Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Bodega capital
Sales / financial planner
Full Profile

Phillip Jung Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at F
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
F Financial Planner
Full Profile

Dan Whittenburg Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Wealth Advisor at Lincoln Financial Advisors
Title:
Financial Planner at Lincoln Financial Advisors
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors - Greater Salt Lake City AreaPrivate Wealth Advisorsince Jan 1998
Skills:
Tax Reduction Strategies, Retirement Planning, Retirement, Wealth Management, Investment Advisory
Full Profile

Christin Freeman Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Planner at Providing Analysis, Strategies and Actions for Your Financial Goals, Financial ...
Title:
Assist clients in creating strategies to grow and protect assets, and generate income for retirement.
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Providing Analysis, Strategies and Actions for Your Financial Goals - Cottonwood HeightsFinancial Plannersince May 2011Secured First Financial - Greater Salt Lake City AreaFinancial Plannersince Sep 2010
Skills:
Budget, Sales Management, Microsoft Office, Marketing, Project Management, Analysis, Budgets, Life...
Full Profile

Andrew Hansen Salt Lake City, UT

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Business Intelligence Professional • Construction • Business Consultant • Advisor • Accounting Bookkeeper • Bookkeeper • Business Administrator • Warehouse Manager • Warehousing Manager • Warehousing Professional • Stocker • Stock Clerk • Hospital Care Professional • Health Professional • Health Practitioner • Information Technology Specialist • Software Developers • Data Scientist • IT Specialist • Operations Manager

Experience & Education

Position:
Financial Management Analyst at University of Utah Hospitals and Clinics, Financial Analyst at...
Title:
Financial Management Analyst at University of Utah Hospitals and Clinics
Location:
Greater Salt Lake City Area
Industry:
Construction
Work history:
University of Utah Hospitals and Clinics Financial Management Analystsince Sep 2012University of Utah Hospitals and Clinics Financial Analystsince Jun 2009
Skills:
Financial Analysis, Financial Reporting, Business Process Improvement
Full Profile

Kelie Herrera Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at Stevens-Henager College
Location:
Greater Salt Lake City Area
Industry:
Higher Education
Full Profile

Natalie Peterson Salt Lake City, UT

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Management Analyst • Analysts • Operations Manager • Director of Operations • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Community Service Manager • Student Worker • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manpower and Force Management Analyst at 807th Medical Command, Senior Financial Management...
Title:
Manpower and Force Management Analyst
Location:
Greater Salt Lake City Area
Industry:
Military
Work history:
807th Medical Command - Greater Salt Lake City AreaManpower and Force Management Analystsince Jan 2013United States Army Reserve Senior Financial Management Analyst/ Operations Managersince Jan 2008
Full Profile

Benjamin Peterson Salt Lake City, UT

Professions & Specialties

Banker • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Loan Officers • Counselor • Advisor • Sales Manager • Sales Director • Manager • Marketing Manager • Operations Manager • Customer Service • Client Service Officer • Bachelor of Science • Finance and Accounting Specialist • Inventory Specialist • Logistician • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Home Mortgage Consultant NMLSR ID: 770224 at Wells Fargo Home Mortgage
Title:
Home Mortgage Consultant at Wells Fargo Home Mortgage
Location:
Greater Salt Lake City Area
Industry:
Banking
Work history:
Wells Fargo Home Mortgage - Layton, UTHome Mortgage Consultant NMLSR ID: 770224since Aug 2012Wells Fargo Bank, N.A. - Clinton, UTPersonal BankerAug 2010 - Aug 2012
Full Profile

Cort Winters Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Life Insurance at Stone Hill National
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Stone Hill National Director of Life Insurancesince Aug 2002Sterling Financial Group Financial PlannerMar 1998 - Aug 2002
Skills:
Life Insurance, Retirement Planning, Investments, Insurance, Strategic Planning, Estate Planning,...
Full Profile

Vance Grange Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Director • Owner • Operations Manager • Chief Executive • Advisor • Associate Professor • Lecturer • Postsecondary Teacher • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Tax and Personal Financial Planning Programs at Utah State University, Financial...
Title:
Dir. of Tax and Personal Financial Planning Programs at Utah State Univ., Financial Planner at Beacon Financial Planning
Location:
Greater Salt Lake City Area
Industry:
Higher Education
Work history:
Utah State University Director of Tax and Personal Financial Planning Programssince 1996Beacon Financial Planning LLC - Logan, UtahFinancial Planner/Investment Advisor/Ownersince 1995
Skills:
Accounting, Tax, Financial Reporting, Personal Financial Planning, Retirement Planning, Retirement...
Full Profile

Drew Rakowski Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Judge • Advisor • Property Manager • Real Estate Manager • Sales Representative

Experience & Education

Title:
Financial Planner with Ameriprise Financial & Vice President/Membership Chair for Catholic Business Network of Utah
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Full Profile

Cipp Christensen Salt Lake City, UT

Professions & Specialties

Portfolio Manager • Financial Management Analyst • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Business Analyst • Analyst • Analysts • Financial Manager • Service Operations Expert • Operations Manager

Experience & Education

Work

Company:
Consultnet - Salt Lake City, UT
Business analyst
Company:
University of utah - Salt Lake City, UT
Financial management analyst

Skills

Proficient in the Microsoft Office Suite Expert in Excel including pivot tables, vlookup,...
Full Profile

Taylor Parkin Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairman of the Board • Partner • Board Member • Chairperson • Chief Executive • Management Team Executive • Operations Manager • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner, Financial Planner at Axex Financial, Chariman of the Board of Directors at International...
Title:
Chairman of the Board of Directors at International Model United Nations Association
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Axex Financial - Greater Salt Lake City AreaPartner, Financial Plannersince Apr 2011International Model United Nations Association Chariman of the Board of Directorssince Mar 2012
Skills:
Financial Analysis, International Relations, Data Analysis, Business Strategy, Small Business,...
Full Profile

Cory Hahn Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Community Service Manager • Government Administration Professional • Property Manager • Real Estate Manager • Real Estate Sales Agent • Analysts

Experience & Education

Position:
Defined Contribution Plans Manager at Utah Retirement Systems
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Utah Retirement Systems Defined Contribution Plans Managersince Oct 2002AXA Advisors Financial PlannerApr 2000 - Apr 2003
Skills:
Investments, Asset Managment, Roth IRA, Financial Advisory, Financial Analysis, Series 7, Defined...
Full Profile

Bart Lefan Salt Lake City, UT

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Deputy Manager • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Physician • Hospital Care Professional • Health Professional • Health Practitioner • Recruitment • Researcher • Survey Researcher

Experience & Education

Position:
Associate Director at University of Utah School of Medicine
Location:
Greater Salt Lake City Area
Industry:
Hospital & Health Care
Work history:
University of Utah School of Medicine Associate Directorsince Jul 2011University of Utah - ENT Division Financial Management AnalystJul 2009 - Jun 2011
Skills:
Healthcare, Healthcare Management, Strategic Planning, Non-profits, Hospitals, Data Analysis,...
Full Profile

Andy Rakowski Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Judge • Advisor • Property Manager • Real Estate Manager • Sales Representative

Experience & Education

Title:
Financial Planner with Ameriprise Financial
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Full Profile

Christian Mcdaniel Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Analysts

Experience & Education

Position:
Founder at Smart Cookie Company
Title:
Founder, Smart Cookie Company
Location:
Greater Salt Lake City Area
Industry:
Food & Beverages
Work history:
Smart Cookie Company Foundersince Apr 2004Cambridge Financial Center Financial PlannerSep 2002 - Apr 2004
Full Profile

Raeanne Adams Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Agent • Sales Representative • Services Professional • Sales and Service Specialist • Operations Manager

Experience & Education

Position:
Finance and Analytics at Imagine Haelth
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Imagine Haelth - Union Park CenterFinance and Analyticssince Dec 2010PriMerica (Citi Financial) Financial planner Sales repJun 2009 - Apr 2012
Full Profile

Justin Ricks Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at MassMutual Intermountain West
Title:
Financial Planner MassMutual Intermountain West
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
MassMutual Intermountain West Financial Plannersince Jan 2003
Full Profile

Eric Willison Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Operations Manager

Experience & Education

Position:
Audiovisual Finance Department at LDS Church
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
LDS Church Audiovisual Finance Departmentsince Oct 2010Financial Network Investment Corporation, Member SIPC Assistant to Financial PlannerJun 2009 - Sep 2010
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Jake Johnstun Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Chief Accountant • Account Manager • Independent Business Owners • Independent Contractor • Contractor

Experience & Education

Position:
President at Money Concepts, President, Senior Accountant at Integrated Financial, Inc.
Location:
Greater Salt Lake City Area
Industry:
Accounting
Work history:
Money Concepts Presidentsince Jan 2003Integrated Financial, Inc. President, Senior Accountantsince Jan 1998
Skills:
Small business tax and accounting, Financial Planning and Wealth Management for small business,...
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Lynn Evans Salt Lake City, UT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Tax Accountant • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Finance and Accounting Specialist • Juris Doctor • Biotechnology Professional • Researcher • Survey Researcher • Biologist • Biological Scientist • Student Worker • Client Service Officer • Customer Service

Experience & Education

Position:
Staff Accountant at Savas Greene & Company LLC
Title:
Tax Accountant at Savas Greene & Company LLC
Location:
Salt Lake City, Utah
Industry:
Accounting
Work history:
Savas Greene & Company LLC Staff Accountantsince Aug 2012The Ayco Company, L.P. - Saratoga Springs, New YorkFinancial Planner - EncompassAug 2011 - Aug 2012
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