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Brett Adams, Cpfa™, Aif® Email & Phone Number

Director of Retirement Plan Services at DecisionPoint Financial, LLC at DecisionPoint Financial, LLC
Location: Mesa, Arizona, United States 5 work roles 2 schools
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Role
Director of Retirement Plan Services at DecisionPoint Financial, LLC
Location
Mesa, Arizona, United States

Who is Brett Adams, Cpfa™, Aif®? Overview

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Brett Adams, Cpfa™, Aif® is listed as Director of Retirement Plan Services at DecisionPoint Financial, LLC at DecisionPoint Financial, LLC, based in Mesa, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Brett Adams, Cpfa™, Aif®.

Brett Adams, Cpfa™, Aif® previously worked as Director of Retirement Plan Services at Decisionpoint Financial, Llc and Practice Manager at Intermountain Healthcare. Brett Adams, Cpfa™, Aif® holds Master Of Public Administration (M.P.A.), Finance, General from Brigham Young University.

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Email format at DecisionPoint Financial, LLC

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DecisionPoint Financial, LLC

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About Brett Adams, Cpfa™, Aif®

Brett Adams, Cpfa™, Aif® is a Director of Retirement Plan Services at DecisionPoint Financial, LLC at DecisionPoint Financial, LLC. He possess expertise in public speaking, microsoft office, customer service, leadership, teaching and 6 more skills.

Listed skills include Public Speaking, Microsoft Office, Customer Service, Leadership, and 7 others.

Current workplace

Brett Adams, Cpfa™, Aif®'s current company

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DecisionPoint Financial, LLC
Decisionpoint Financial, Llc
Director of Retirement Plan Services at DecisionPoint Financial, LLC
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5 roles

Brett Adams, Cpfa™, Aif® work experience

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Director Of Retirement Plan Services

Current

Mesa, Arizona, Us

• Overseeing the regular servicing of retirement plan clients• Conduct plan sponsor review meetings• Conduct onsite education and enrollment meetings• Coordinate participant account reviews• Point person for record keepers and TPA’s

Mar 2019 - Present

Practice Manager

Intermountain Healthcare

I manage four clinics within the American Fork Specialty Clinic.

Dec 2017 - Mar 2019

Financial Analyst

Intermountain Healthcare

• Manage compensation for over 200 Intermountain Healthcare physicians.• Review and provide explanations for department payroll budget variances. • Calculate wRVU production and process payroll using various payment methodologies to ensure compensation is paid per contract.• Perform ad hoc analysis and reports.

Jul 2016 - Dec 2017

Team Operations Manager

Provo, Ut, Us

• Manage the team’s scouting and performance software, Right View Pro, which includes recording the team’s practices and games, both home and away.• Manage countable hours for 40+ players and assist the compliance office with proper reporting to NCAA.• Manage and coordinate team's travel accommodations, practice needs.

Sep 2012 - Jul 2016

Ncaa Academic Advisor

St. George, Ut, Us

• Advised a diverse group of student-athletes in their overall academic and personal advancement, including the selection of a major, courses and career path, and in general life-skill development.• Developed and implemented a hands-on advising strategy to maintain relationships with 300 student-athletes and to advise incoming student-athletes with acclimating to, and succeeding at, the institution.• Created and implemented a study hall program for incoming freshmen and transfer student-athletes.

Jun 2011 - Aug 2012
2 education records

Brett Adams, Cpfa™, Aif® education

Master Of Public Administration (M.P.A.), Finance, General

Brigham Young University

Bachelor Of Science (B.S.), Mass Communication

Dixie State University
FAQ

Frequently asked questions about Brett Adams, Cpfa™, Aif®

Quick answers generated from the profile data available on this page.

What company does Brett Adams, Cpfa™, Aif® work for?

Brett Adams, Cpfa™, Aif® works for DecisionPoint Financial, LLC.

What is Brett Adams, Cpfa™, Aif®'s role at DecisionPoint Financial, LLC?

Brett Adams, Cpfa™, Aif® is listed as Director of Retirement Plan Services at DecisionPoint Financial, LLC at DecisionPoint Financial, LLC.

Where is Brett Adams, Cpfa™, Aif® based?

Brett Adams, Cpfa™, Aif® is based in Mesa, Arizona, United States while working with DecisionPoint Financial, LLC.

What companies has Brett Adams, Cpfa™, Aif® worked for?

Brett Adams, Cpfa™, Aif® has worked for Decisionpoint Financial, Llc, Intermountain Healthcare, Brigham Young University, and Dixie State University.

How can I contact Brett Adams, Cpfa™, Aif®?

You can use AeroLeads to view verified contact signals for Brett Adams, Cpfa™, Aif® at DecisionPoint Financial, LLC, including work email, phone, and LinkedIn data when available.

What schools did Brett Adams, Cpfa™, Aif® attend?

Brett Adams, Cpfa™, Aif® holds Master Of Public Administration (M.P.A.), Finance, General from Brigham Young University.

What skills is Brett Adams, Cpfa™, Aif® known for?

Brett Adams, Cpfa™, Aif® is listed with skills including Public Speaking, Microsoft Office, Customer Service, Leadership, Teaching, Microsoft Excel, Research, and Microsoft Word.

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