Topline Score

Bio

Generated by
Topline AI

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.

0

/5.0
/ Based on 0 ratings
  • (0)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

No reviews to display There are currently no reviews available.
You need to have a working account to view this content. Click here to join now

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Sep 2022 - Present

      Orem, Utah, United States

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Advisor
      • May 2019 - Sep 2022

      Orem, Utah

    • Associate Advisor
      • May 2019 - Sep 2022

    • Intern
      • Jan 2019 - May 2019

      Orem, UT

    • Paraplanner/Intern
      • Mar 2017 - Dec 2018

      742 N 530 E, Orem, UT, 84097

    • United States
    • Higher Education
    • 700 & Above Employee
    • Office Assistant
      • Aug 2015 - Jan 2018

      Orem, Utah Organize and Maintain files of Concurrent Enrollment Students Answer phone calls from both parents and students to help resolve issues. Gather data from various school and prepare simple reports. All around office helping hand.

    • United States
    • Construction
    • 1 - 100 Employee
    • Shop Assistant
      • Jun 2015 - Aug 2015

      Murray, Utah Assisted in polishing, installing, and repairing counter-tops of various materials (i.e. granite, quartz, solid surface, etc.)

    • Retail
    • 1 - 100 Employee
    • Bagger/Checker
      • Jun 2010 - May 2013

      West Jordan, UT Responsible for checking and bagging customer's groceries. Helped with various odd-jobs (cleaning, stocking shelves, gathering carts, etc) Displayed customer service by helping customers find various products and assisting customer's to their vehicles.

Education

  • Utah Valley University
    Bachelor of Science, Personal Financial Planning
    2012 - 2019

Community

You need to have a working account to view this content. Click here to join now