Hi, I am a Finance student at Brigham Young University and a member of the BYU Finance Society Club. I am working towards a career in Private Banking/Wealth Management and plan to obtain my CFP certification. My key skills include the ability to learn new topics quickly, attention to detail, persistence, and a natural aptitude for creating and maintaining relationships. I’m eager to apply these strengths to make a meaningful impact in the financial services industry.
Lido Advisors, Llc
View- Website:
- olympuswealthmanagement.com
- Employees:
- 15
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AssociateLido Advisors, LlcSalt Lake City, Ut, Us -
Wealth Management InternOlympus Wealth Management, Llc Sep 2024 - Present -
Wealth Management InternWealth Strategies Jun 2024 - Jul 2024Murray, Utah, United States- Reviewed and analyzed case studies to understand real-world applications of wealth management, enhancing critical thinking and problem-solving skills- Participated in various agency wide trainings on potential investments, gaining valuable insights for asset allocation strategies and risk tolerance approaches- Gained extensive knowledge in client interaction and communication through direct collaboration with firm partners -
Sales ManagerHawx Smart Pest Control Apr 2023 - Aug 2023Riverside, California, United States- Co-managed door-to-door sales team and led weekly training sessions to enhance sales skills for sales representatives leading to over $1.2M in team sales revenue- Conducted market research in nearby cities to determine most profitable areas leading to an increase of 120% overall in team sales -
Project InternFive Star Commerce Jan 2023 - Apr 2023Provo, Utah, United States- Performed financial market research, comparing more than 10 companies to drive optimal efficiency and enhance the financial success of the company, resulting in improved performance in the company- Facilitated regular biweekly team coordination meeting, fostering open communication among a team of 5 members, resulting in improved understanding of roles and responsibilities- Collaborated closely with team members and company sponsors to gain deep insights into company needs and goals, leveraging effective communication and analysis to identify and address areas requiring improvement -
Field Sales TrainerSafestreets Usa May 2022 - Aug 2022Charlotte, North Carolina, United States- Operated as sales team trainer by directing trainings of more than 30 ADT sales representatives aging from 18 to 35- Sold ADT Home security equipment and services to residential customers in regions of North Carolina and generated over $160k in revenue for the company in three months -
Dental Assistant InternKuna Dental Jun 2019 - Aug 2019
Jon Milner Education Details
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Finance, General
Frequently Asked Questions about Jon Milner
What company does Jon Milner work for?
Jon Milner works for Lido Advisors, Llc
What is Jon Milner's role at the current company?
Jon Milner's current role is Associate.
What schools did Jon Milner attend?
Jon Milner attended Brigham Young University.
Who are Jon Milner's colleagues?
Jon Milner's colleagues are Tj Lockwood, Hyrum Gallart, Nathan Weller, Travis Peugnet, Cfp®, Cima®, Crpc®, Matthew Bloom-Krull, Mba, Cfp®, Corey P., Audrey Dalsass.
Not the Jon Milner you were looking for?
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Jon Milner II
Orlando, Fl1lsu.edu -
1beckstrand.com
1 (801) 9XXXXXXX
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2us.army.mil, boeing.com
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Jon Milner
Raleigh-Durham-Chapel Hill Area
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