Trent L Searle

age ~62

from Cedar Hills, UT

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Also known as:

Lynn Searle Trent
Searle Trent

Phone and address:: 9656 Charleston Dr, Pleasant Grove, UT 84062
8017564332

Connected to:

Trent Searle Phones & Addresses

9656 Charleston Dr, Pleasant Grv, UT 84062 • 8017564332
Cedar Hills, UT
5754 3950, Roy, UT 84067 • 8017748570 • 8019856470
Provo, UT
Salt Lake City, UT
Ogden, UT
Costa Mesa, CA
9656 Charleston Dr, Cedar Hills, UT 84062 • 8015738289

Work

Company:

Investment management consultants - Salt Lake City, UT
Nov 2009
Position:

Operations manager and compliance osj designee

Education

School / High School:

Brigham Young University- Provo, UT
1987
Specialities:

B.S. in Planning and Counseling

Skills

Microsoft Office • Microsoft Excel • Microsoft Word • Customer Service • Powerpoint • English • Windows • Outlook • Teaching • Public Speaking

Languages

Portuguese

Ranks

Certificate:

Certified Financial Planner (Cfp)

Emails

t***[email protected]

Industries

Financial Services

Resumes

Senior Portfolio Manager

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Location:

1036 east 360 north, Pleasant Grove, UT 84062

Industry:

Financial Services

Work:

Uma Financial Services
Senior Portfolio Manager
Truenorth Wealth Management Jul 2014 - Mar 2017
Financial Planner
8 Pillars, Llc Jan 2013 - Jul 2014
Master Trainer
Investment Management Consultants 2009 - 2012
Operations Manager
Uma Financial Services 2007 - 2009
President and Financial Advisor

Education:

Brigham Young University 1982 - 1987
Bachelors, Bachelor of Science, Counseling

Skills:

Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
Powerpoint
English
Windows
Outlook
Teaching
Public Speaking

Languages:

Portuguese

Certifications:

Certified Financial Planner (Cfp)
Finra Series 7, 24, 65
Utah Life, Health & Disability

Trent Searle Cedar Hills, UT

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Work:

Investment Management Consultants
Salt Lake City, UT
Nov 2009 to Oct 2012
Operations Manager and Compliance OSJ Designee UMA Financial Services, Inc
Salt Lake City, UT
Apr 2009 to Oct 2009
Retirement Plan Specialist and Chief Compliance Officer UMA Financial Services, Inc
Salt Lake City, UT
Nov 2006 to Apr 2009
CEO/President, Lead Financial Advisor and Chief Compliance Officer UMA Financial Services, Inc
Salt Lake City, UT
Apr 1998 to Nov 2006
Financial Analyst, VP of Operations and Chief Compliance Officer TRW Inc
Ogden, UT
Apr 1997 to Apr 1998
Senior Business Administrator Utah State University
Logan, UT
Apr 1987 to Apr 1997
Instructor, Family Financial Planning and Counseling

Education:

Brigham Young University
Provo, UT
1987
B.S. in Planning and Counseling IBCFP
CFP FINRA
Series 7 FINRA
Series 24 FINRA
Series 65 Utah
Life, Health & Disability License

Name / Title

Company / Classification

Phones & Addresses

Trent Searle
Consultant

Utah Medical Insurance Association Inc
Medical Malpractice Insurance Exchange · Accident & Health Ins (Underwr · Accident and Health Insurance

310 E 4500 S, Salt Lake City, UT 84107
540 E 500 S, Salt Lake City, UT 84102
8015310375, 8015310381