Cameron Carlson Email & Phone Number

South Jordan, Utah, United States

-Manage team of licensed principals who review new account opening and account modification requests-Maintain relationships with branch management teams-Guide new processes and policy creation

South Jordan, Utah, United States

-Regional Manager of the Segmented Service Review Unit. Managing teams of asset movement and accounts team professionals. -Maintain Wealth Management branch relationships with the Private Wealth Management (PWM), Ultra High Net Worth (UHNW), President and Chairmen's club, International (NRC), Multi Family Office, and Estate and Inheritor services business groups.-Technology lead for asset movement, driving AI initiatives and ensuring day to day stability by maintaining critical relationships with technology partners

-Act in a principal capacity utilizing the FINRA SIE, SERIES 7, 9, 10 and 66-Review account opening and modification requests-Review customer profiles and determine options and margin suitability

South Jordan, Utah, United States

-Employee of the half July 2021 - Jan 2022-Member of the Ultra High Net Worth specialty team specialized in reviewing transactions for high net worth households and corporations-Review stock plan purchases, stock option purchases, Cashless exchanges-Review Trust paperwork for deceased transaction processing-Review Power of Attorney documents for transaction authority-Train new Associates on wire processing

Lehi, Ut

-Open New accounts and investment vehicles based on the client's strategy and risk tolerance-Analyze investment plans and forecast returns for distribution planning in excel-Guide processes within Sales Force and investing portals to track and ensure proper steps are taken to achieve clients investment goals-Create new company processes, training manuals and write investment articles leading to increased growth potential for the company-Work closely with large brokerages to expedite the transfer of client 401k, IRA, Roth, Trust, 403b and Non-Qualified assets to holding accounts-Comply with all federal fiscal policies and create new policies on the corporate level to expedite and simplify the transfer process-Process wire request forms and ensure same day transfer of funds into and out of TD Ameritrade

Las Vegas, Nevada Area

-Work under the direction of Brett Abarbanel, Director of Research for I.G.I.-Create a qualtrics survey that was sent to over 70,000 employees about project results-Perform analysis of primary data collected by the university using Excel, SAS and SPSS-Collect primary data from MGM’s employees onsite at each property along with using survey tools to find the desired research information

Las Vegas, Nevada Area

-Saved Boyd Gaming $54,000+ by personally migrating data for new system implementation-Reported to various department Directors and VP’s learning about day to day operations and gained valuable experience within their respective realms-Analyzed compensation and job description data on hundreds of positions necessary for the acquisition of 5 large Casino Hotel properties-Assisted with the acquisition of 5 large Casino Hotel properties along with the hiring of more than 15,000 staff members who were necessary for continued operations

Orem, Ut

-Prepared and presented reports for upper management, paid and managed bills and other liabilities-Negotiated contracts with apartment complexes for over 60 apartment units nationwide-Worked with government entities to acquire the necessary business licenses for continued operations in 8 states-Prepared the company for upcoming obligations such as contracts, payments and licensing -Improved corporate credit rating through new business practices and processes

• Hired and ran an office of over 20 sales reps and 5 technicians• Responsible for employee housing, training, daily meetings, employee licensing, managing office funds, recruiting/hiring, along with customer relations and solutions• Responsible for preseason sales trips along with all other aspects of office operations.

• Traveled to North Carolina under sales manager Zak Murray and sold accounts in the Fayetteville and Jacksonville areas. • Known in the office for clean, high production sales, 100% activation fee collection, 100% add on rate. • Known in the office for being reliable, hardworking, on time, and trustworthy

Bachelor'S Degree, Epidemiology

Master Of Business Administration - Mba, Business Administration And Management, General