Salt Lake City Metropolitan Area
Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. GRP, HUB International, HUB Retirement and Wealth Management and Spectra Retirement are separate entities from and not affiliated with LPL Financial. HUB Retirement and Wealth Management is the approved name under which LPL Financial business is conducted. Securities License (7,66) Investment Adviser Representative/Broker Dealer Agent. Series 7 registration held through LPL Financial. Series 66 held through both LPL Financial and Global Retirement Partners. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Other skills: writing, development, coaching, marketing and design, database management, correspondence, travel coordination, event planning, research, human resources/recruiting, public relations, office management, contracts & licenses, reception, file organization, reports, payroll, invoicing, technical support, large volume photocopy, shipping, and client assistant services. Specialties: M.F.A. in Acting - Meisner Method under the direction of Ms. Kathryn Gately-Poole and Richard Poole. Experience in production for media, theatre, and film including performance and story development.
* Write, direct, produce, edit independent/web films as Supervising Producer of AMR Heart Films. Our mission is to create compelling concept films, photos and avatars that generate authentic discussion and interest in a story or product * Build audience and community awareness for projects, events and financing through social media including: crowd sourcing, blogging, YouTube, Vimeo, and all social networking platforms. * Design branding and press materials for media releases, film festivals and screening promotions * Employed in over 30 professional projects with film and theatre companies as actor/producer/writer/production assistant including: HBO Films, Showtime, Continuum Pictures, Milk Product Media, Status Quo Films, Holy Coyote Studios, Maine Shakespeare Festival, Nebraska Theater Caravan, Utah Musical Theater, The Gate Theatre - London, The Hypocrites (Jeff Citation, Best Production - Chicago), COLLABORACTION, Lifeline Theatre, The Side Project
401K/403B/IRA-Roth IRA/SIMPLE/SEP Retirement and Non-Qualified Wealth Management Consultant
* Development and implementation support to President, VP, and executive staff at Spectra Management; a benefit and investment consulting firm for Utah’s business network * Spectra Management has consistently grown 2010-2013, accomplished a 98.87% client retention rate and was named “Top 10 Employee Group Benefits Firm in Utah” by Utah Business Magazine in 2010, 2011, 2012, 2013, 2014; and included on the Inc. 5000 list of the fastest growing privately held companies in the U.S. * Client relationship and marketing manager for taxfreepremiums.com, offering automated, convenient and compliant IRS Section 125 POP documents via social media and e-commerce including web chat, client correspondence, billing, sales and issue resolution * Manage daily coordination of advisory, compliance, cashiering and corporate investment data for retail and retirement brokerage accounts with the home office of Royal Alliance Associates, New York NY. Data includes: new accounts, transfers, trading; securities, annuities, third party money manager approvals and verifications, rollovers, loans, and distributions associated with investment contracts * Relationship manager to clients of wealth management and managed investment accounts in a multi-task oriented environment including: heavy phones, follow up, social media, newsletter design, web publication, printing, and office management
* Supervised the coordination of design, production, sales, engineering, billing and maintenance of existing WET Design features in the United Arab Emerates (Burj Dubai), Singapore, Japan, China, Saudi Arabia, and the USA including the “Fountains of Bellagio” and “Mirage Volcano” in Las Vegas, Nevada * Direct support to Department Manager of WET Care including: heavy phones, contracts, spreadsheets, scheduling/calendar/travel of WET Technicians, Supervisors, and Department Manager; global logistics, correspondence, inspection and compliance implementation, invoicing, technical writing, design research, follow up, and reporting