Jason Luthy Email & Phone Number

Phoenix, Arizona, United States

Cottonwood, Arizona, United States

• Directed the company’s affairs from hiring and educating staff, marketing and acquiring new residents, and providing in depth financial reviews to partners.
• Knowledge of all company processes and procedures.
• Effectively cut back on the time sales representatives took on the phone to allow for more production.
• Create a team culture of respect, trust and honesty.

Lehi, UT

• Coordinate and execute various retirement account transfers and rollovers between mutual clients and their previous custodians. Provided financial advice based on client’s risk tolerance and financial objectives.
• Maximize working hours to ensure all client accounts have been reviewed and are in good order.
• Ability to track multiple client account transfers and fulfill additional needs as required.
• Communicating various rules and regulations to clients in simple and concise language allowing them to make the most educated investments.
• Managing client assets and insuring good product fit.

Nationwide

Provo, Utah Area

Planned corporate getaways domestic and foreign - https://vimeo.com/304675422Coordinated events ranging from 50 to 3000+ people - https://vimeo.com/185972406Listened to and implemented feedback to improve overall experience

Provo, Utah Area

• Coordinated with various departments in planning, scheduling and implementing companywide achievement programs to increase company revenues.
• Attention to small detail ensuring that each program was ran to achieve the highest level of growth.
• Maintain and grow sales representatives’ relations using precise and honest communication, increasing overall production.
• Implement data gathering spread sheet allowing details to be stored in one central point for teams, allowing for well accepted and improved project.
• Build a culture among the team to allow for a favorable work environment.

Provo, Utah Area

Managed high intensity projectsContinually hit strict deadlinesCoordinated achievement programs to increase company productionContinually improved reporting to help management make effective decisions

Provo, Utah Area

Creative problem solvingHigh level of customer serviceAbility to complete tasks with strict deadlinesEntire company overview

Bachelor Of Science - Bs, Finance And Financial Management Services, Overall Gpa 3.54

Bachelor Of Science - Bs, Accounting And Business/Management

Education record

Activities and Societies: Basketball Team