Position:
Senior Technology Consultant at Eide Bailly LLP, Financial Advisor at First Command Financial Services
Location:
Greater Salt Lake City Area
Work:
Eide Bailly LLP
- Utah since Mar 2013
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Senior Technology Consultant
First Command Financial Services
- Layton, Utah since Sep 2009
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Financial Advisor
Integra Telecom
Apr 2007 - Feb 2008
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Account Executive
Fastenal Industrial & Construction Supplies
Sep 2004 - Apr 2007
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Outside Sales
Education:
Weber State University 2001 - 2008
Skills:
Selling, Managed Services, Unified Communications, Account Management, Telephony, VoIP, Sales Management, Sales, New Business Development, Contract Negotiation, Solution Selling, Direct Sales, Series 65, Series 6, Series 63, 529 Plans, IRAs, Retirement, College Savings Plans, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Financial Goals, Asset Allocation, Investment Advisory, 401k, Wealth Accumulation, Financial Advisory, Personal Financial Planning, Investment Strategies, Life, Mutual Funds, Sales Presentations, Relationship Management, Long-term Care, Life Insurance, Wealth Management Services, Disability Insurance, IT Solutions, Software, Hardware, Cloud Applications
Interests:
Golfing, hunting, fishing, softball, boating, Utah/BYU Football, tennis, and spending time with my family!