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@macu.com
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1 phone found area 208
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Connor Dye is listed as Financial Advisor Helping National Laboratory Professionals Plan for Retirement and Reach their Investment Goals at 3 Peaks Financial, based in Idaho Falls, Idaho, United States. AeroLeads shows a work email signal at macu.com, phone signal with area code 208, and a matched LinkedIn profile for Connor Dye.
Connor Dye previously worked as Financial Advisor at 3 Peaks Financial and Service Center Trainer at Mountain America Credit Union. Connor Dye holds Bachelor Of Business Administration - Bba from Brigham Young University - Idaho.
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AeroLeads found 1 current-domain work email signal for Connor Dye. Compare company email patterns before reaching out.
Why I Became an AdvisorI grew up in a lower middle-class home in Eastern Washington where talk of finances was taboo. Besides the general counsel that debt was bad I was self taught with my personal finance. I worked for three years at a local credit union before I realized two important things for my career. First, I didn't want to sell high interest debt and credit cards for a living, and secondly, there was a serious need for sound and principled financial advice from a knowledgeable source. That's when I came upon the chance to become a financial advisor where I could combine my love of people and their stories with my interest in finance. My favorite part of what I do is seeing relief when financial stress is removed and excitement when clients realize their goals are attainable. That's the real value I provide from my clients. SpecialtyI specialize in retirement planning for INL professionals which includes post-retirement 401k options, retirement income strategies, early retirement options, and understanding your BEA pension plan. Why My Clients Choose MeMy clients choose me as their advisor because they know that I will give their life savings and retirement goals all of the care and attention that they deserve. Our standards for service and communication with our clients are very high and we are always looking for ways to improve the client experience.HobbiesWhen I am not at the office I enjoy rigorous hikes that end with a view, playing basketball, or spending time going on adventures with my wife Sara and our three boys. I'm also active in the Church of Jesus Christ of Latter-Day Saints and enjoy serving others wherever I am assigned.*3 Peaks Financial is not affiliated with the U.S. Department of Energy (DOE) of any of its National Laboratories, nor does DOE, the United States Government or any agency thereof or its contractors or subcontractors endorse any specific product, manufacturer, or service of 3 Peaks Financial.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.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.
Listed skills include Leadership, Communication, Sales, Teamwork, and 14 others.
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Idaho Falls, Idaho, United States
-Provide specialized retirement planning and investment management for national lab employees.-Author of the 3 Peaks Retirement Guide.-Teach Social Security Basics Course-Built Comprehensive Retirement Planning Program from scratch-Guided clients through 2022 Bear market with constant communication and education-Creator of monthly 3 Peaks newsletter and.
Rexburg, Idaho
As a Talent Development Trainer I was responsible for the education and development of customer service agents at the credit union. This education included savings strategies, use of electronic banking products, and banking computer systems. In addition to the technical training, extensive focus on customer service and sales skills was incorporated into.
Rexburg, Idaho
-Handling calls and resolving concerns from our members-Cross-selling additional financial services-Help new prospects become members and establish accounts
Provo, Utah Area
Team Leaders are responsible for the sales training of all of their team leaders including daily training meetings, on the job shadowing, and incentives. In addition to training and support of new reps, team leaders knock and sell for their commission. Recruiting new reps for the company is a constant part of this job in the off season which includes.
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Connor Dye works for 3 Peaks Financial.
Connor Dye is listed as Financial Advisor Helping National Laboratory Professionals Plan for Retirement and Reach their Investment Goals at 3 Peaks Financial.
AeroLeads has found 1 work email signal at @macu.com for Connor Dye at 3 Peaks Financial.
AeroLeads has found 1 phone signal(s) with area code 208 for Connor Dye at 3 Peaks Financial.
Connor Dye is based in Idaho Falls, Idaho, United States while working with 3 Peaks Financial.
Connor Dye has worked for 3 Peaks Financial, Mountain America Credit Union, and Aptive Environmental.
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Connor Dye holds Bachelor Of Business Administration - Bba from Brigham Young University - Idaho.
Connor Dye is listed with skills including Leadership, Communication, Sales, Teamwork, Training, Finance, Microsoft Excel, and Powerpoint.
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