Resumes
Resumes
Leasing
View pageLocation:
Salt Lake City, UT
Industry:
Construction
Work:
Wpi Enterprises
Leasing
Wpi Enterprises
Leasing Intern
Vivint Security
Sales Representative
Delta Air Lines Oct 2012 - Aug 2013
Baggage Handler
Perspective Power Washing Apr 2010 - Aug 2010
Owner
Leasing
Wpi Enterprises
Leasing Intern
Vivint Security
Sales Representative
Delta Air Lines Oct 2012 - Aug 2013
Baggage Handler
Perspective Power Washing Apr 2010 - Aug 2010
Owner
Education:
Brigham Young University 2013 - 2017
Bachelors, Construction Management Brigham Young University 2011 - 2014
Bachelors Issaquah Senior High School 2007 - 2010
Bachelors, Construction Management Brigham Young University 2011 - 2014
Bachelors Issaquah Senior High School 2007 - 2010
Skills:
Customer Service
Commercial Leasing
Microsoft Office
Property Management
Bluebeam
Teamwork
Public Speaking
Leadership
Management
Training
Revit
Income Properties
Commercial Real Estate
Commercial Leasing
Microsoft Office
Property Management
Bluebeam
Teamwork
Public Speaking
Leadership
Management
Training
Revit
Income Properties
Commercial Real Estate
Certifications:
License 4Vsdgro47F5E
Vice President Private Client Advisor
View pageLocation:
Salt Lake City, UT
Industry:
Financial Services
Work:
Jpmorgan Chase & Co.
Vice President Private Client Advisor
Fidelity Investments
Financial Consultant, Local Investor Center
Fidelity Investments Feb 2018 - Dec 2018
Financial Consultant, Portfolio Advisory Services - Regional Center
Fidelity Investments Dec 2015 - Feb 2018
Retirement Relationship Manager
Nielsen's Landscaping & Snow Removal Feb 2007 - Apr 2017
Owner, President
Vice President Private Client Advisor
Fidelity Investments
Financial Consultant, Local Investor Center
Fidelity Investments Feb 2018 - Dec 2018
Financial Consultant, Portfolio Advisory Services - Regional Center
Fidelity Investments Dec 2015 - Feb 2018
Retirement Relationship Manager
Nielsen's Landscaping & Snow Removal Feb 2007 - Apr 2017
Owner, President
Education:
Santa Clara University 2019 - 2020
Kaplan University 2017 - 2017
College For Financial Planning 2012 - 2014
Westminster College, Gore School of Business Mba 2012 - 2014
Master of Business Administration, Masters, Finance University of Utah 2010 - 2012
Bachelors, Bachelor of Arts, Economics
Kaplan University 2017 - 2017
College For Financial Planning 2012 - 2014
Westminster College, Gore School of Business Mba 2012 - 2014
Master of Business Administration, Masters, Finance University of Utah 2010 - 2012
Bachelors, Bachelor of Arts, Economics
Skills:
Certified Financial Planner
Wealth Management
Retirement Income Planning
Asset Protection Strategies
Annuities
Portfolio Review
Asset Allocation
Fixed Income
Investments
Mutual Funds
Legacy Planning
Economics
Rollovers
Business Cycle
Socially Responsible Investing
Concentrated Positions
Nua
Garp
Tax Advantaged Investment Strategies
College Education Planning
Smas
Roth Conversions
Charitable Gift Planning
Financial Analysis
Venture Capital
Private Equity
Retirement Planning
Iras
Financial Advisory
Wealth Management
Retirement Income Planning
Asset Protection Strategies
Annuities
Portfolio Review
Asset Allocation
Fixed Income
Investments
Mutual Funds
Legacy Planning
Economics
Rollovers
Business Cycle
Socially Responsible Investing
Concentrated Positions
Nua
Garp
Tax Advantaged Investment Strategies
College Education Planning
Smas
Roth Conversions
Charitable Gift Planning
Financial Analysis
Venture Capital
Private Equity
Retirement Planning
Iras
Financial Advisory
Interests:
Stock Markets
Technical Analysis Trading
Stock Analysis
Garp Stocks
Reading
Business
Health
Mbti
Start Ups
Children
Skiing
Landscapes
Investments
Venture Capital/Private Equity
Education
English Gardens
Music
Small Cap Stocks
Family
Company Financial Analysis
Economic History
Civil Rights and Social Action
Business Valuations
Social Services
Economic Empowerment
Technical Analysis Trading
Stock Analysis
Garp Stocks
Reading
Business
Health
Mbti
Start Ups
Children
Skiing
Landscapes
Investments
Venture Capital/Private Equity
Education
English Gardens
Music
Small Cap Stocks
Family
Company Financial Analysis
Economic History
Civil Rights and Social Action
Business Valuations
Social Services
Economic Empowerment
Languages:
Spanish
English
English
Certifications:
Series 7 - General Securites Representitve
Series 63 - Uniform Securities State Law Agent
Series 66 - Uniform Combined State Law Exam (Registered Investment Advisor Representitve)
Graduate School Certificate of Finance
Certified Financial Planner ™, Cfp®
Insurance Agent: Annuities, Health, Life, Long Term Care
Graduate Certificate of Finance
Westminster College
Series 63 - Uniform Securities State Law Agent
Series 66 - Uniform Combined State Law Exam (Registered Investment Advisor Representitve)
Graduate School Certificate of Finance
Certified Financial Planner ™, Cfp®
Insurance Agent: Annuities, Health, Life, Long Term Care
Graduate Certificate of Finance
Westminster College
Associate
View pageLocation:
Salt Lake City, UT
Industry:
Law Practice
Work:
Kirton Mcconkie
Associate
Strong and Hanni May 2013 - Oct 2013
Summer Associate
Summit Risk Management Sep 2006 - Aug 2011
Risk Manager
Associate
Strong and Hanni May 2013 - Oct 2013
Summer Associate
Summit Risk Management Sep 2006 - Aug 2011
Risk Manager
Education:
Gonzaga University School of Law 2011 - 2014
Doctor of Jurisprudence, Doctorates, Law University of Utah - David Eccles School of Business 2003 - 2007
Bachelors, Bachelor of Arts, Finance Brighton High School
University of Utah
Doctor of Jurisprudence, Doctorates, Law University of Utah - David Eccles School of Business 2003 - 2007
Bachelors, Bachelor of Arts, Finance Brighton High School
University of Utah
Skills:
Contract Negotiation
Management
Negotiation
Human Resources
Insurance
Public Speaking
Powerpoint
Microsoft Office
Litigation
Leadership
Research
Project Management
Coaching
Account Management
Employee Relations
Operations Management
Business Development
Organizational Development
Sales
Leadership Development
Legal Research
Legal Writing
Training
Management
Negotiation
Human Resources
Insurance
Public Speaking
Powerpoint
Microsoft Office
Litigation
Leadership
Research
Project Management
Coaching
Account Management
Employee Relations
Operations Management
Business Development
Organizational Development
Sales
Leadership Development
Legal Research
Legal Writing
Training
Presenter And Educational Counselor
View pageWork:
Presenter and Educational Counselor
Chase Nielsen
View pageLocation:
Salt Lake City, UT
Education:
Brighton High School 2010 - 2012
Chase Nielsen Valley, WA
View pageWork:
Strong and Hanni Law Firm
Salt Lake City, UT
May 2013 to Oct 2013
Clerk
Gonzaga University School of Law
Spokane, WA
Feb 2013 to Jul 2013
Professor David K. DeWolf
U.S. District Court for the District of Utah
Salt Lake City, UT
May 2012 to Aug 2012
Judge Dee Benson
Summit Risk Management
Salt Lake City, UT
Sep 2006 to Aug 2011
Risk Manager
Salt Lake City, UT
May 2013 to Oct 2013
Clerk
Gonzaga University School of Law
Spokane, WA
Feb 2013 to Jul 2013
Professor David K. DeWolf
U.S. District Court for the District of Utah
Salt Lake City, UT
May 2012 to Aug 2012
Judge Dee Benson
Summit Risk Management
Salt Lake City, UT
Sep 2006 to Aug 2011
Risk Manager
Education:
Gonzaga University School of Law
Spokane, WA
2011 to 2014
J.D. in Law
University of Utah
Salt Lake City, UT
Dec 2007
B.A. in Finance
Spokane, WA
2011 to 2014
J.D. in Law
University of Utah
Salt Lake City, UT
Dec 2007
B.A. in Finance
Chase Nielsen Salt Lake City, UT
View pageWork:
Wayne Brown
May 2013 to 2000
Investor Liason Intern
Nielsen's Landscaping & Snow Removal
Feb 2007 to 2000
Owner/Manager
May 2013 to 2000
Investor Liason Intern
Nielsen's Landscaping & Snow Removal
Feb 2007 to 2000
Owner/Manager
Education:
Westminster College
Salt Lake City, UT
2012 to 2014
MBA in Master of Business Administration; Finance
University of Utah
Salt Lake City, UT
2010 to 2012
BA, Economics
Salt Lake City, UT
2012 to 2014
MBA in Master of Business Administration; Finance
University of Utah
Salt Lake City, UT
2010 to 2012
BA, Economics
Skills:
Results driven, goal oriented, focused entrepreneur that succeeds in establishing and maintain new business development. As a successful business owner I constantly capture market share and exceed revenue and growth goals by building loyalty and long-term relationships.