Mason Hulce Email & Phone Number

Syracuse, UT, US

Nevada, United States

In my role as a Financial Planner at Confidence Wealth Management, I specialize in evaluating and analyzing financial documents for prospective clients. By applying a holistic approach to financial planning, I develop tailored recommendations that address key financial goals such as cash flow management, tax efficiency, estate planning, and long-term care.

Richardson, Texas, United States

Gained hands-on experience in the main areas of financial planning: Cashflow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planning. Learning from over 50+ industry experts, watching real client meetings, conducted financial analyses, and developed client deliverables on.

Salt Lake City, Utah, United States

As a Client Relationship Associate at EP Wealth Advisors, I worked closely with a team of Financial Planners, Advisors, CPAs, and other professionals, serving as a key intermediary between clients, team members, and financial custodians. I facilitated communication and coordination across all parties to ensure seamless client service and execution of.

Salt Lake City, Utah, United States

At Hexagon IT Solutions, I managed both open and past client relationships, working with various software products, including website development, mobile app creation, and custom software/coding projects. I also played an active role in the company’s marketing efforts, building new relationships and prospecting while enjoying creative freedom in our.

Salt Lake City, Utah, United States

As a loan underwriter at Earnest, I worked on the credit operations team, where I assessed clients' eligibility by ensuring they met minimum requirements and determining the risk score associated with their applications. My responsibilities included analyzing tax returns, paystubs, and other financial documentation to evaluate loan qualifications.I also.

United States

As a frontline Client Specialist at Earnest, I served as the first point of contact for prospective, current, and graduated students seeking to originate or refinance student loans, as well as those interested in personal loans. My role focused on educating clients, helping them make informed decisions that aligned with their educational and financial.

Logan, Utah, United States

As an Electronic Technician at RR Donnelley, I was responsible for maintaining and repairing imaging equipment used to print bank notices and other high-priority documents for various businesses and organizations. My role also involved conducting preventive maintenance on essential systems throughout the facility, including air compressors, lighting.

Logan, Utah

I managed a team of 15-25 representatives across multiple troubleshooting tiers, leading one of the first "Chat" and "Night-Chat" teams for the Vivint.SmartHome troubleshooting department. In this role, I worked closely with my team to establish workload expectations, turnaround times, and key performance indicator benchmarks, which served as the.

Logan, Utah

As part of the "Quick Response Force" at Vivint, I provided critical support to other troubleshooters by offering advice and recommending the best next steps when they encountered challenges. I also focused on escalation resolution for clients facing intensive or repeat issues, working closely with the Customer Loyalty team to ensure client satisfaction.