Diana H.

Diana H. Email and Phone Number

Investment Advisor Representative at Belpointe Asset Management @ Belpointe Asset Management
greenwich, connecticut, united states
Diana H.'s Location
Provo, Utah, United States, United States
Diana H.'s Contact Details
About Diana H.

Why is money important to you?For most people money is important because of what you can do with it, how you provide for yourself and loved ones, and possibly help others. Each person and family is unique in their relationship with money and each other.It’s never been more true that your life affects your finances and your finances affect your life.We live in unprecedented times and are all grieving the loss of normalcy and the world we have known. We have been pushed into the role of 21st century pioneers without a choice.After the loss of my husband of many years to cancer, I deeply understand what it means to have change forced on me.Money can be confusing for many people, so you might rely on magazines or websites to guide your investment philosophy. This often results in having unwanted change forced upon you as well.Having weathered some ups and downs in the markets during my life, I want to protect my clients from manipulation and poor information that is out there. As an Investment Advisor Representative, I am held to the fiduciary standard. This means that I am obligated to help you make the best possible choices we can make for your unique life and situation.To begin with, it’s important to know why money is important to you. I can help you get clear on what matters in your life, so that the direction you and I set together is in line with your true purpose. I have found that many people appreciate the cash-flow planning, tax optimization, and planning for college that I can provide. I love hearing people’s stories and so here’s mine:I grew up in Pocatello, Idaho and love the west. I have extensive business experience ranging from banking to business consulting and higher education. I love what I do now–it combines the best of my previous experiences. I enjoy my family, reading, and staying active. I am the mother of one grown and married son, step-mother to five, Nana to 20, and Great-nana to 17, so understand the importance of family connection. To schedule a chat with me today please follow this link: https://calendly.com/dianahunterKolbe A 6682Diana Hunter *IAR offers products and services through Belpointe Asset Management LLC.

Diana H.'s Current Company Details
Belpointe Asset Management

Belpointe Asset Management

View
Investment Advisor Representative at Belpointe Asset Management
greenwich, connecticut, united states
Employees:
56
Diana H. Work Experience Details
  • Belpointe Asset Management
    Investment Advisor Representative
    Belpointe Asset Management Jan 2021 - Present
  • Ameritas Investment Company
    Registered Representative
    Ameritas Investment Company Jun 2019 - Dec 2020
  • Ameritas Advisor Services
    Investment Advisor Representative
    Ameritas Advisor Services Apr 2019 - Dec 2020
  • Corecap Advisors
    Investment Advisor Representative
    Corecap Advisors Nov 2014 - Apr 2019
  • Utah Valley University
    Director Of Instruction
    Utah Valley University Nov 2012 - Feb 2015
    Developed profitable new courses and partnerships. Expanded community relationships. Guided non-credit staff.
  • Utah Valley University
    Senior Director, Community And Continuing Education
    Utah Valley University Aug 2008 - Oct 2012
    Innovative leader of non-credit programs with registrations over 20,000. Received Staff Excellence Award.Directed multi-million dollar operating budget. Designed new programs to increase revenue by $400,000. Slashed unnecessary costs to save $150,000 annually. Increased revenue by $200,000 in one year. Achieved LERN (Learning Resource Network) Program Certification—one of only 33 programs in world.Developed structure to increase efficiency. Eliminated 6 positions to save $313,000 annually. Recruited and built CCE Community Advisory Board, described by UVU President Matthew Holland as "best board on campus."
  • Utah Valley State College
    Assistant Dean/Marketing, School Of Continuing Education
    Utah Valley State College 2005 - Aug 2008
    Creative leader of non-credit departments. Developed and implemented successful new programs. Assisted in turnaround of local aerospace manufacturer through personalized in-house training in 2008-9 that directly resulted in contracts of $700 million for client and sale of the company to a multi-national firm.Received 2006 UVSC Distinguished Staff Award and 2005 UVSC Staff Excellence Award.
  • Utah Valley State College
    Coordinator, Community Education
    Utah Valley State College Jan 2001 - 2005
    Developed, organized, and coordinated up to 100 courses per term. Started and coordinated new programs including Contractor Continuing Education, Centro Hispano and Command Spanish. Organized and led 2002 Centro Hispano project and won National Make A Difference Day Award of $10,000.
  • Transamerica Financial Advisors, Inc.
    Investment Advisor Representative
    Transamerica Financial Advisors, Inc. Jun 2014 - Oct 2014
    Provo, Utah Area
  • Transamerica Financial Advisors, Inc.
    Registered Representative
    Transamerica Financial Advisors, Inc. Jul 2013 - Oct 2014
    Provo, Utah Area
  • World Financial Group (Wfg)
    Insurance Agent
    World Financial Group (Wfg) Mar 2013 - Oct 2014
    Provo, Utah Area
  • Project Read Board Of Trustees
    Board Member
    Project Read Board Of Trustees Feb 2013 - May 2014
  • Centro Hispano Utah
    Board Member
    Centro Hispano Utah Feb 2013 - May 2014
  • Diana Hunter Consulting
    Small Business Consultant
    Diana Hunter Consulting Jan 1986 - Jan 2005
    Researched and created complete marketing plans for businesses. Researched and designed complete business plans for businesses to obtain bank financing. Performed management, quality control, sales, and distribution for several small businesses.
  • Diana Hunter Travel
    Owner
    Diana Hunter Travel Jan 1996 - Jan 2002
    Coordinated travel plans for individuals and groups of all ages and backgrounds. Was top producing agent for processing agency in 1999, 2000 and 2001.
  • Idaho Bank & Trust (Key Bank Of Idaho)
    Assistant Comptroller
    Idaho Bank & Trust (Key Bank Of Idaho) Jan 1980 - Jan 1981
    Negotiated rates and purchase of daily Federal Funds transactions up to $30,000,000. Calculated and maintained daily Cash on Hand for state-wide bank, by projecting funding needs. Responsible for all internal financial reporting, system-wide cost analyses and allocations, yearly profit plan, and customer security transactions. Supervised one clerk.
  • Idaho Bank & Trust (Key Bank)
    Management Trainee
    Idaho Bank & Trust (Key Bank) Jan 1979 - Jan 1980
    Same duties as Assistant Comptroller.

Diana H. Education Details

Frequently Asked Questions about Diana H.

What company does Diana H. work for?

Diana H. works for Belpointe Asset Management

What is Diana H.'s role at the current company?

Diana H.'s current role is Investment Advisor Representative at Belpointe Asset Management.

What is Diana H.'s email address?

Diana H.'s email address is di****@****ail.com

What is Diana H.'s direct phone number?

Diana H.'s direct phone number is +180186*****

What schools did Diana H. attend?

Diana H. attended Boise State University, Idaho State University.

Who are Diana H.'s colleagues?

Diana H.'s colleagues are Colleen Giffin, Cfp(R), Allyson Topping, Eddie Noll, Stephen Caruso, J.d., David Hendershott, Margaret Connolly, Scott K. Mullen.

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