Account Manager

Objective:

Experienced trustworthy and dependable, seek a position with advancement opportunities where I can utilize my energy, creativeness and multi-tasking abilities.

Qualification Summary:

Fifteen plus years interacting with people from many industries. Extensive knowledge with clients and individuals. Educated and strive to be the best in my chosen field. Well versed in social etiquettes, having calibrated with celebrities and corporate leaders.

Professional Experience

SPL Financial, Murray, UT Associate Advisor 2014-2015

Completed evaluations on $15 million in client assets.

Drafted consolidated forecasts and budgets and analyzes trends in revenue, expense, capital expenditures and other related areas.

Devised debt liquidation plans that include payoff priorities and timelines.

Explained to clients the details of financial assistance available to college and university students, such as loans, grants, and scholarships.

Determined clients' current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Implemented financial planning recommendations for clients.

Made recommendations in cash management, insurance coverage, and investment planning.

Reviewed clients' accounts regularly to determine life changes that would affect financial strategy.

Collected information from students to determine their eligibility for specific financial aid programs.

Convened with clients' other advisors, including attorneys, accountants, trust officers, and investment bankers, to fully understand clients' financial goals and circumstances.

Premier Advisors, Salt Lake City, UT Marketing Director/Advising Agent 2013-2014

Developed proficient marketing campaigns for clients and prospected client throughout Utah.

Main marketing focus was in Park City, Utah working with business owner and individuals.

Coordinated with organizations such as Park City Chamber and Park City Home Builders Association.

Helped numerous clients acquire Life and Health Insurance daily.

Attended many investment educational events, also spoke personally at these events.

Weber State Men’s Basketball, Ogden, UT Administrative Assistant 2008-2013

Worked alongside NBA Rookie of the year Damain Lillard for four years.

Profound knowledge of set-up operations of a variety of audio-visual and multimedia equipment.

Extensive knowledge of maintenance and minor repairs of a variety of audio-visual and multimedia equipment.

Waterfall Canyon Academy, Ogden, UT Youth Counselor, 2010-2012

Preformed a wide variety of various duties.

Lead staff on shift, helped coordinate the day’s events and weekend activities.

Completed DLS and SDS groups regularly with great focus on the individual’s needs.

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Education:

University Of Wyoming, Graduated December 2008

Bachelor’s Degree in Communication/ Journalism, minored in Marketing

Certifications: Life and Health Certified

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