Private Wealth Management

Goldman Sachs & Co. Salt Lake City,Utah

years of experience , inclusive of RIA and Investment Banking business support . Skills portfolio rebalancing...tion of open OMS architecture with 3rd party investment managers , resulting in substantial cost savings... UT Performed operational setup of 3rd party investment managers on the wrap platform . Managed platform

Financial Services Representative

Fidelity Investments Salt Lake City,Utah

include asset allocation , Investment product trading and advising , investment strategy and risk management...future investment - risk trends , economic influences and other factors affecting investment programs...Financial reporting Excellent interpersonal skills Investment Product technical analysis . Account management

Education Counselor

Investools by TD Ameritrade Sandy,Utah

Coursework in International Business , Finance and Accounting Sales Training Rod Mckinnis Sales Training

Inside Sales Account Executive

Deseret Digital Media; KSL Salt Lake City,Utah

main career focus is to eventually go into investment banking , stock trade , or financial planning ...Utah Salt Lake City , Utah Finance , Economics GPA : GPA : 3 . 0 Finance , Economics GPA : 3 . 0...Worker/Mentor Lead workshops for budgeting , finance , home economics , and professional skills .

High Net Worth Associate

Fidelity Investments West Jordan,Utah

Summary Customer focused investment agent with 5 years experience dealing directly with high net worth...United States Coursework in accounting with emphasis on public accounting and corporate auditing including...Education and Training Bachelor of Science : Accounting , 2012 Western Governors University － Murray