Daniel Rosier Email and Phone Number
I'm a sophomore in the Business Finance Program at the Brigham Young University Marriott School of Business, expecting to graduate in 2026. I'm actively seeking opportunities in Financial Advising, Private Banking, and Portfolio Management. I'm passionate about making a difference in the lives of those I connect with, and my goal is to pursue a career that allows me to do this!
Dorothy J. Cole - Fee-Only Financial Planning
View- Employees:
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Financial Planning AssistantDorothy J. Cole - Fee-Only Financial PlanningEagle Mountain, Ut, Us -
Financial RepresentativeModern Woodmen Of America Aug 2024 - PresentLehi, Utah, United StatesFinancial advising with a special focus on client wellbeing and satisfaction. Within this role, I work alongside my clients to get a thorough look at their financial needs/goals, analyze available strategies, and offer a comprehensive approach to help them accomplish those goals. -
Entity Management SpecialistSoulence Tax And Wealth Advisors Jan 2022 - Jan 2024Draper, Utah, United StatesEntity Management Specialist for Soulence Tax and Wealth Advisors. Responsibilities include assisting accountants within the office and helping clients maintain their businesses to take advantage of tax strategies. I assisted by maintaining client relations daily, helping clients establish business entities, and aiding them in executing entity maintenance filings. During my employment at Soulence Tax and Wealth Advisors, I also held a variety of additional roles related to onboarding, client payroll, and invoicing.
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Bench TechnicianComputer Repair Specialists Sep 2021 - Jan 2022Las Vegas, Nevada, United StatesResponsibilities include analyzing clients' computers (hardware and software), identifying issues, coming up with practical/economic solutions, and recommending products and services based on client needs. Our work was people-centered, focused on providing clients with the most excellent service possible. -
Registered Behavior TechnicianSage Health Services Jun 2021 - Sep 2021Las Vegas, Nevada, United StatesWorked alongside Behavior Analysts to teach autistic children life and learning skills. Work was one-on-one with each child in an effort to prepare them to lead successful lives.
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General LaborerTfd Construction Jun 2019 - Dec 2019Las Vegas, Nevada, United StatesThe company primarily took home-remodeling contracts and small commercial jobs. As a team, we focused on detail and quality while still delivering within the prospected time-line. We did everything from framing and drywall to flooring to painting and minor detail touch-up. -
Front Of House AssociateKneaders Bakery And Cafe Feb 2019 - Jul 2019Las Vegas, Nevada, United StatesCustomer care was the primary position responsibility, from the ordering process to filling and running their food. Front of House Associates acted as the "face" of the company, and the goal was to build rapport with each customer that came in.
Daniel Rosier Education Details
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Finance And Financial Management Services
Frequently Asked Questions about Daniel Rosier
What company does Daniel Rosier work for?
Daniel Rosier works for Dorothy J. Cole - Fee-Only Financial Planning
What is Daniel Rosier's role at the current company?
Daniel Rosier's current role is Financial Planning Assistant.
What schools did Daniel Rosier attend?
Daniel Rosier attended Brigham Young University.
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Daniel Rosier
Los Angeles, Ca4yahoo.com, hotmail.com, livenationentertainment.com, livenationentertainment.com5 +171356XXXXX
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Daniel Rosier
Marion, In -
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