Experience

First Western Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Vice President of Investments

  • Apr 2014 - May 2015

  Greater Salt Lake City Area Working with individuals and business owners to help build a sound financial future by managing their wealth and establishing a proper retirement income plan.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Sr Retirement Counselor/ Planning & Guidance Consultant

  • Jun 2007 - Mar 2014

  Greater Salt Lake City Area Developed business in the Tax-Exempt marketplace via consultative based investment planning strategies to meet wide variety of client needs in areas such as asset allocation and income planning. Coordinate and conduct client facing relationships with both higher education and not-for-profit healthcare individuals.

• Retirement Planning Group

  • Aug 2000 - Jun 2007

  Greater Salt Lake City Area Worked with Fidelity’s HNW institutional clients on more complex account management issues such as estate and income planning. Utilized and leveraged multiple investment, retirement planning and asset protection principles in building client portfolios.

• Retirement Specialist

  • Jan 1996 - Aug 2000

  Greater Salt Lake City Area Assisted Fidelity’s non-profit institutional clients with retirement planning, while utilizing Fidelity’s mutual fund strength as a tool to gain and/or retain additional assets. Recognized leader in proactive lead generation for new business in Tax-Exempt marketplace

• Brokerage Trading Specialist

  • Jul 1993 - Dec 1995

  Salt Lake Cityt Trading specialist in the execution of stock, bond, option, and mutual fund orders. Served specialist role in Fixed Income, Options, tax reporting and margin issues. Departmental leader in GSE Fixed income education, sales, and implementation.



University of Utah School of Medicine/Eccles Inst. of Human Genetics

• Research Specialist

  • Mar 1988 - Jul 1993

  Greater Salt Lake City Area Initiated and advanced on-going research projects on genetically inherited diseases and furthered research efforts focusing on the characterization and purification of metal regulatory proteins and genes. Published work in scientific journals: Cell, Nature Genetics, & Journal of Biological Chemistry