Kadin Bullock, Cfp® work email
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Kadin Bullock, Cfp® personal email
WWAFD - What Would a Fan Do? That is how I approach caring for our clients and helping them reach their financial goals. As an Associate Advisor with Squire Wealth Advisors, I assist clients' primary advisors with various forms of financial and portfolio analysis that allows the clients' advisors to make informed, researched decisions while designing, building, and protecting their financial plan. At Alder, I work closely with the VP of Finance and our CFO on firm financial planning, forecasting, and overall data analysis to maximize capital preservation and provide firm executives with accurate information that allows them to make vital business decisions. The nature of my work is tightly connected to gathering, organizing, and analyzing data. Consequently, I have developed a broad variety of SQL and Python skills with an emphasis on automation.During my time operating an auto detailing business, I learned interpersonal skills such as how to effectively communicate with customers to figure out their needs and ensure their expectations are met. I also maintained all company books and financial reporting. While operating Bumper to Bumper Auto Care, I became a QuickBooks Online ProAdvisor and I have maintained my certification since I first received it in 2019.Former Future Business Leaders of America Co-president of the Timpanogos High School Chapter. I partnered with local business leaders to fundraise for our chapter and teach K-12 students personal finance concepts. I partnered with businesses such as Costco, Mountain America Credit Union, Chic-fil-a, and Walmart. My strategic partnerships and initiative to teach these students earned me a personal thank you from the office of Lt. Governor Cox's office and multiple 1st place awards at the FBLA state level and two top 10 awards at the national competition.
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Wealth AdvisorSquire Wealth AdvisorsOrem, Ut, Us -
Wealth Management AssociateSquire Wealth Advisors May 2022 - PresentOrem, Utah, UsAs an Associate Advisor, my main responsibility to aid the primary advisors with any and all of their needs. This includes analyzing client data and portfolios, performing various forms of research, automating mundane everyday tasks with python, and much more. -
Wealth Management InternSquire Wealth Advisors Jan 2022 - May 2022Orem, Utah, Us -
Financial AnalystAlder Holdings, Llc May 2022 - Jan 2023Orem, Ut, Us -
Staff Internal AuditorAlder Holdings, Llc Oct 2020 - May 2022Orem, Ut, UsAs a Staff Internal Auditor at Alder Holdings, I collaborate with the Chief Accountant, Payroll Manager, and Company Executives to produce essential audits. Audits include the analysis of weekly sales and determining customer credit risk to ensure the profitability of accounts sold, quality assurance of supporting departments to ensure customer satisfaction and retention, weekly and monthly payroll to prevent missed payments and payments in error. I also collaborate with the Accounting Department to perform needed audits for their team to ensure the accuracy of their reporting.Key Achievements:-- Participated in the launch of an auditing team responsible for the development and implementation of new auditing procedures to reduce internal fraud and maximize capital preservation- Automated portions of company payroll with SQL that greatly reduces the time needed preparing payroll while providing code that will allow the company to scale operations while maintaining accurate payroll. -
Customer Loyalty RepresentativeAlder Holdings, Llc Jan 2020 - Oct 2020Orem, Ut, UsAs a Customer Loyalty Rep, I took up to 50 inbound and outbound calls to ensure satisfaction with customers’ alarm systems and service a day. I key part of my responsibilities was to build value in our service and renew customer service agreements to ensure that we continued keeping them and their families safe. -
Shift LeadColdstone Creamery / Cinnabon Aug 2018 - Aug 2019As a shift lead, I prepared daily sales reports and bank deposits but also performed more general store duties such as greeting customers and assisting them through ordering, and resolving any complaints or issues. I was also responsible for organizing 4-5 employees’ duties per shift to ensure the smooth operation of the store. -
OwnerBumper To Bumper Auto Care Jul 2016 - Aug 2019As the Owner of Bumper to Bumper, I kept all company books and ensured accuracy to give a good view of company financials. I performed services from a basic wash to full paint correction and protection in the luxury vehicle market. In order to provide superior service, I communicated directly with customers to assess needs and approach each vehicle with those needs in mind.
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Intensive Care Unit InternTimpanogos Regional Hospital Sep 2018 - Jan 2019Orem, Ut, UsDuring my volunteer time in the ICU, I collaborated with the Physical Therapy team to develop patient recovery plans and aided doctors and nurses in the evaluation, care for, and discharge of patients.
Kadin Bullock, Cfp® Education Details
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Brigham Young University Marriott School Of BusinessFinance And Financial Management Services -
Timpanogos High SchoolHigh School Diploma
Frequently Asked Questions about Kadin Bullock, Cfp®
What company does Kadin Bullock, Cfp® work for?
Kadin Bullock, Cfp® works for Squire Wealth Advisors
What is Kadin Bullock, Cfp®'s role at the current company?
Kadin Bullock, Cfp®'s current role is Wealth Advisor.
What is Kadin Bullock, Cfp®'s email address?
Kadin Bullock, Cfp®'s email address is ka****@****der.com
What schools did Kadin Bullock, Cfp® attend?
Kadin Bullock, Cfp® attended Brigham Young University Marriott School Of Business, Timpanogos High School.
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