Kadin Bullock, Cfp®

Kadin Bullock, Cfp® Email and Phone Number

Wealth Advisor @ Squire Wealth Advisors
Orem, UT, US
Kadin Bullock, Cfp®'s Location
Orem, Utah, United States, United States
Kadin Bullock, Cfp®'s Contact Details

Kadin Bullock, Cfp® work email

Kadin Bullock, Cfp® personal email

n/a
About Kadin Bullock, Cfp®

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.

Kadin Bullock, Cfp®'s Current Company Details
Squire Wealth Advisors

Squire Wealth Advisors

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Wealth Advisor
Orem, UT, US
Kadin Bullock, Cfp® Work Experience Details
  • Squire Wealth Advisors
    Wealth Advisor
    Squire Wealth Advisors
    Orem, Ut, Us
  • Squire Wealth Advisors
    Wealth Management Associate
    Squire Wealth Advisors May 2022 - Present
    Orem, Utah, Us
    As 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.
  • Squire Wealth Advisors
    Wealth Management Intern
    Squire Wealth Advisors Jan 2022 - May 2022
    Orem, Utah, Us
  • Alder Holdings, Llc
    Financial Analyst
    Alder Holdings, Llc May 2022 - Jan 2023
    Orem, Ut, Us
  • Alder Holdings, Llc
    Staff Internal Auditor
    Alder Holdings, Llc Oct 2020 - May 2022
    Orem, Ut, Us
    As 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.
  • Alder Holdings, Llc
    Customer Loyalty Representative
    Alder Holdings, Llc Jan 2020 - Oct 2020
    Orem, Ut, Us
    As 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.
  • Coldstone Creamery / Cinnabon
    Shift Lead
    Coldstone Creamery / Cinnabon Aug 2018 - Aug 2019
    As 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.
  • Bumper To Bumper Auto Care
    Owner
    Bumper To Bumper Auto Care Jul 2016 - Aug 2019
    As 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.
  • Timpanogos Regional Hospital
    Intensive Care Unit Intern
    Timpanogos Regional Hospital Sep 2018 - Jan 2019
    Orem, Ut, Us
    During 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

  • Brigham Young University Marriott School Of Business
    Brigham Young University Marriott School Of Business
    Finance And Financial Management Services
  • Timpanogos High School
    Timpanogos High School
    High 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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