Advice Built on experience
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Salt Lake City, Utah |
August 2005 - Present |
The Home Depot |
General Manager |
Park City, Utah |
October 2002 - August 2005 |
Automatic Data Processing |
Project Manager |
Salt Lake City, Utah |
September 1996 - October 2002 |
L.D.S. Church |
Missionary |
Rostov-na-Donu, Russia |
August 1994 - September 1996 |
Automatic Data Processing |
Project Manager |
Salt Lake City, Utah |
June 1992 - August 1994 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER (CFP®)
Education
- M.B.A., University of Utah, 2002
- B.A. Finance, University of Utah, 2000
Licenses
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- State of Utah, Life and Health Licensed
Personal & Community
- Community Youth Programs Leader / Volunteer
- Muscular Dystrophy Association Volunteer
- Scouting Leader / Volunteer
- Primary Children's Hospital Planned Giving Committee
Registered States:
AZ, CA, CO, CT, DC, FL, ID, IL, KS, MA, MD, MI, MS, MT, NC, NH, NM, NV, NY, OH, OR, TX, UT, VA, VT, WA, WY