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Network Power<100 people
Roles
💸100%
Marketing
✨100%
Business Owner
🧑💼100%
C-level Executive
Geos
🇬🇧100%
United Kingdom
Work Background
R1 RCMFinancial Counselor
Mar. 2023
Wells FargoPrivate Banker
Aug. 2017 - Jan. 2020Greater Salt Lake City AreaHandling Private Banker and Relationship Teams needs. Providing customer-centric advice and support to private bank service team, relationship managers and team members. Execute trades for clients and service teams which include bonds, stocks, options, etc.
Hello Miss Gorgeous, LLCManaging Member
Jul. 2014 - Aug. 2019Greater Salt Lake City AreaProduct support analyst for home based business.
Wells Fargo AdvisorsWFA Investment Resource Consultant
May. 2011 - Oct. 2016Salt Lake CityPrimarily responsible for: surveying client's needs based on client's objectives, risk tolerance, approach, current financial situation, time horizon and current economic condition and recommending the appropriate products and services.
Wells Fargo AdvisorsService Trader Level II
Jan. 2008 - Apr. 2011Greater Salt Lake City Area
E*TRADE FinancialStock Plan Services
Apr. 2006 - Jan. 2008Stock Plan Adminstrator
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