• Brian Schroeder, MSc.

    Providing services: Financial Analysis, Financial Accounting, Financial Advisory, Wealth Management

    Salt Lake City, UT

  • Mohammed Mobashir

    Providing services: Financial Analysis

    Salt Lake City, UT

  • Dalbert Walters

    Providing services: Accounting, Financial Accounting, Mortgage Lending, Financial Analysis, Insurance

    Salt Lake City, UT

    Summary: Experienced Account Support Representative with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Public Speaking, Management, Leadership, and Microsoft Excel. Strong support professional with a Master of Business Administration (M.B.A.) focused in Business Administration and Management, General from Stevens-Henager College.

  • Brady Guay

    Providing services: Change Management, Interview Preparation, Leadership Development, Training, Project Management, Budgeting, Financial Analysis, Financial Planning, Strategic Planning

    Salt Lake City, UT

    Summary: Dedicated and proven leader with experience in analysis looking to maximize my impact on people and process within an organization.

  • Roland Lugo-Arroyo

    Providing services: Financial Advisory, Public Speaking, Project Management, Financial Analysis, Financial Planning, Wealth Management, Leadership Development, Business Consulting, Financial Consulting

    Salt Lake City, UT

    Summary: At Goldman Sachs, our Asset Management Division thrives on meticulous tax strategy and performance analysis, and that's where I make an impact. With a Master of Science in Finance from Tulane University, I specialize in Tax Advantage Core Strategies, ensuring optimal after-tax performance and regulatory compliance. Communication, interpersonal skills, and a deadline-driven approach are pivotal in my role, enabling our team to navigate complex valuation with precision. My multilingual proficiency supports our diverse clientele and enhances the collaborative efforts towards the advancement of our financial services.

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  • Micheal T. Preston, CPA

    Providing services: Accounting, Financial Accounting, Business Consulting, Financial Consulting, Management Consulting, Budgeting, Financial Analysis, Bookkeeping

    Salt Lake City Metropolitan Area

    Summary: Experienced accountant with a strong work ethic and follow through, who has produced exceptional results in dynamic, growth environments. Resourceful and innovative with a focus on team building and delivering results.

  • Sara Mothersil

    Providing services: Data Entry, Project Management, Financial Analysis, Appointment Scheduling, Data Reporting, Executive Administrative Assistance, Filing, Personal Assistance, Virtual Assistance, Copywriting

    Salt Lake City, UT

    Summary: Hi! My name is Sara and I currently work as a D365 Global Account Rep at Hexcel Corporation

  • Corey Leiseth

    Providing services: Financial Advisory, Project Management, Financial Analysis, Financial Reporting, Budgeting, Commercial Real Estate, Real Estate, Property Management, Real Estate Marketing

    Salt Lake City, UT

    Summary: Experienced Executive Vice President Financial Services with a demonstrated history of working in the real estate industry. Skilled in Negotiation, Management, Financial Analysis, Finance, and Accounting. Strong finance professional with a Master of Business Administration (M.B.A.) focused in Finance from University of Utah - David Eccles School of Business.

  • Kayden Rich

    Providing services: Financial Planning, Retirement Planning, Life Insurance, Strategic Planning, Insurance, Financial Analysis

    Salt Lake City, UT

    Summary: As a Financial Representative at Northwestern Mutual I have a passion for helping people navigate the complexities of their personal finance, strong analytical skills and a commitment to delivering tailored solutions for clients to achieve their financial goals. As a construction installer at High Mountain Exteriors, I gained valuable skills in residential exterior construction, such as siding, soffit, fascia, and gutters, as well as in full home remodels. I worked on this role for over a year and a half, balancing it with my academic commitments as a finance student at the University of Utah. I am pursuing a degree in finance with an emphasis in real estate, as I am interested in exploring career opportunities in financial and investment management, asset management, and real estate. I am also an active community member, volunteering at my church to assist in managing finances and joining the National Society of Leadership and Success at the University of Utah chapter. I value learning, collaboration, and problem-solving, and I seek to apply these competencies in my future endeavors.

  • Andrew Weese, CMA

    Providing services: Financial Advisory, Business Consulting, Financial Consulting, Project Management, Financial Analysis, Financial Planning, Financial Reporting, Strategic Planning

    Salt Lake City, UT

    Summary: Collaborative Finance Professional who has consistently delivered transformative improvement across multiple functions and organizations: • Consumer Products; Financial Services; Manufacturing; Wealth Management • Proven leader who drives innovation, collaboration, builds effective teams and delivers results • Business strategy | financial planning | wealth management | ERP | project management | leadership | innovation | team building • Bilingual: English & Spanish