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Diana H. profile image

Diana H.

Investment Advisor Representative at Belpointe Asset Management
Intro Book
Seasoned market planner with higher education management expertise.
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Location
Provo, Utah, United States, US
Languages
  • Spanish Elementary proficiency
Skills
  • Market Planning
  • Conferences
  • Higher Education Management
  • Profit
  • Events
  • Show all
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Bio

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Diana H. is a seasoned professional with extensive experience in market planning, strategic planning, public speaking, and leadership. She has held various roles in higher education management, events, and community outreach. Diana has a Master's of Business Administration from Boise State University and a Bachelor's of Business Administration from Idaho State University.

Experience

  • Belpointe Asset Management
    • Investment Advisor Representative
      • Jan 2021 - Present

  • Ameritas Investment Company
    • Registered Representative
      • Jun 2019 - Dec 2020

  • Ameritas Advisor Services
    • Investment Advisor Representative
      • Apr 2019 - Dec 2020

  • CoreCap Advisors
    • Investment Advisor Representative
      • Nov 2014 - Apr 2019

  • Utah Valley University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Director of Instruction
      • Nov 2012 - Feb 2015

      Developed profitable new courses and partnerships. Expanded community relationships. Guided non-credit staff.

    • Senior Director, Community and Continuing Education
      • Aug 2008 - Oct 2012

      Innovative leader of non-credit programs with registrations over 20,000. Received Staff Excellence Award.Directed multi-million dollar operating budget. Designed new programs to increase revenue by $400,000. Slashed unnecessary costs to save $150,000 annually. Increased revenue by $200,000 in one year. Achieved LERN (Learning Resource Network) Program Certification—one of only 33 programs in world.Developed structure to increase efficiency. Eliminated 6 positions to save $313,000 annually. Recruited and built CCE Community Advisory Board, described by UVU President Matthew Holland as "best board on campus."

    • Assistant Dean/Marketing, School of Continuing Education
      • 2005 - Aug 2008

      Creative leader of non-credit departments. Developed and implemented successful new programs. Assisted in turnaround of local aerospace manufacturer through personalized in-house training in 2008-9 that directly resulted in contracts of $700 million for client and sale of the company to a multi-national firm.Received 2006 Distinguished Staff Award and 2005 Staff Excellence Award.

    • Coordinator, Community Education
      • Jan 2001 - 2005

      Developed, organized, and coordinated up to 100 courses per term. Started and coordinated new programs including Contractor Continuing Education, Centro Hispano and Command Spanish. Organized and led 2002 Centro Hispano project and won National Make A Difference Day Award of $10,000.

  • Transamerica Financial Advisors, Inc.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Investment Advisor Representative
      • Jun 2014 - Oct 2014

    • Registered Representative
      • Jul 2013 - Oct 2014

  • World Financial Group (WFG)
    • Provo, Utah Area
    • Insurance Agent
      • Mar 2013 - Oct 2014
      • Provo, Utah Area

  • Project Read Board of Trustees
    • Board member
      • Feb 2013 - May 2014

  • Centro Hispano Utah
    • Board member
      • Feb 2013 - May 2014

  • Diana Hunter Consulting
    • Small Business Consultant
      • Jan 1986 - Jan 2005

      Researched and created complete marketing plans for businesses. Researched and designed complete business plans for businesses to obtain bank financing. Performed management, quality control, sales, and distribution for several small businesses.

  • Diana Hunter Travel
    • Owner
      • Jan 1996 - Jan 2002

      Coordinated travel plans for individuals and groups of all ages and backgrounds. Was top producing agent for processing agency in 1999, 2000 and 2001.

  • Idaho Bank & Trust (Key Bank of Idaho)
    • Assistant Comptroller
      • Jan 1980 - Jan 1981

      Negotiated rates and purchase of daily Federal Funds transactions up to $30,000,000. Calculated and maintained daily Cash on Hand for state-wide bank, by projecting funding needs. Responsible for all internal financial reporting, system-wide cost analyses and allocations, yearly profit plan, and customer security transactions. Supervised one clerk.

  • Idaho Bank & Trust (Key Bank)
    • Management Trainee
      • Jan 1979 - Jan 1980

      Same duties as Assistant Comptroller.

Education

  • Boise State University
    Master's of Business Administration
  • Idaho State University
    Bachelor's of Business Administration, Double; Management & Organizations and Marketing

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Higher Education”

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