Spencer Anderson Email & Phone Number
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Spencer Anderson is listed as Wealth Manager at Desert Rose Capital Management, based in Boise, Idaho, United States. AeroLeads shows a matched LinkedIn profile for Spencer Anderson.
Spencer Anderson previously worked as Wealth Management Consultant at The Flexmethod and Chaplain Candidate at United States Army Reserve. Spencer Anderson holds Master Of Science - Ms, Organizational Leadership from University Of Colorado Boulder.
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About Spencer Anderson
I directly address American’s #1 financial concern of running out of money 💵. I provide peace of mind for them financially 🕊. Our strategies will generate income that allows you to focus on the things you love doing 😍. I help clients enjoy elevated wealth and conceptualize financial freedom by removing their stress about money, increasing their cash flow, and freeing up their time for the things they care about the most. At Desert Rose Capital Management, I guide clients to understand that HOW they own, is just as important as WHAT they own. Our long-term equity option portfolios have performed exceptionally well compared to portfolios that own the market directly with way less risk. I love being a partner in your business, financial, and personal goals and decisions.Learn more at www.desertrosecapital.com With the FlexMethod, I utilize a proven bond alternative with conventional retirement accounts that allows individuals and families to bypass the often-turbulent volatility of the stock market to grow wealth, using the compounding power of dividend-paying life insurance policies. The strategy provides more money in your pocket, the ability to retire early, financial peace of mind, and choosing your lifestyle and enjoy it. Learn more at www.theflexmethod.comOn a side note, I am currently a Second Lieutenant Chaplain Candidate with the 814th Army Reserve Transportation Battalion in Boise, Idaho. My responsibilities include caring for the spiritual well-being of soldiers and their families through counseling, teaching, and encouragement. I help to oversee workshops, counseling sessions, religious education, and special events. Most of days, I am providing a ministry of presence by being with the soldiers and assisting them in what they are doing. All these programs build up knowledge used to advise the commander in their staff meetings on issues of morale, ethics, religion, morality, and other dynamics that affect the soldiers in my unit. Being an officer in the military means producing outstanding results and providing service to others often under very demanding conditions. Such performance translates well into any career.My background also includes 10 years of Logistics, Finance, and religious education.
Listed skills include Leadership, Business Planning, Management, Small Business, and 13 others.
Spencer Anderson's current company
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Spencer Anderson work experience
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Wealth Manager
CurrentDesert Rose Capital Management, Inc. is an SEC-Registered Investment Advisory firm. Our core offering is called The Integrated Options Portfolio (IOP).*** A different way of getting exposure to the market without having to own the stocks.*** A “synthetic” stock position that mimics the performance of the stocks, created by exchange-traded options whose cost is designed to be offset by growth in conservative, steady assets. Integrates into your life and helps you own what you already own but in a way that improves performance and lowers risk drastically without giving up anything on the upside of what you already own. It allows us to do things that we normally wouldn’t do from a risk standpoint, that we can do because it does lower the risk drastically that it allows clients who are more conservative to own things that have higher potential. DisclaimersInvestors should carefully consider their investment objectives and all risks, charges, and expenses before investing in the Integrated Options Portfolio (IOP), which may involve volatile put and call options. All investments carry risks, including the potential loss of principal, and there is no guarantee that the IOP strategy will effectively protect against declines in value. The tax implications of the IOP can vary, and investors are advised to seek legal and tax guidance, as we are not legal or tax advisors.Any discussion of potential investments is for informational purposes only and should not be construed as a recommendation or solicitation. The content is confidential, and redistribution is prohibited.For more information, please contact us at 208-297-2710 or Support@DesertRoseCapital.com.© 2024 Desert Rose Capital Management Inc., is an SEC-Registered Investment Advisor. All rights are reserved. Insurance and annuity products are offered through US Life, a licensed insurance agency.
Wealth Management Consultant
CurrentMaximize your financial future with one of the world’s safest assets. The Flexmethod provides personalized financial strategies that combine performance, stability, and maximum flexibility designed to meet your needs.Passive Income -The Flexmethod strategy is designed to support your income needs as you age.Many strategies allow for checkbook access to your money without any early access fees.Protection - Grow your money with peace of mind knowing there are minimum performance guarantees.Legacy Benefits - Your personalized Flexmethod program considers your life’s financial needs while also providing for your family in the event of the unexpected.
Chaplain Candidate
CurrentSupport leading and managing a Unit Ministry Team. Help advise and brief the Unit Commander and Executive Officer. Provide counsel and ministering to soldiers during major life events. Coordinate support services within the Army structure, and externally, for soldiers in need.Care for the spiritual well-being of Soldiers and their Families through counseling, teaching, encouragementOversee a full program of religious ministries, including workshops, counseling sessions, religious education, and special eventsAdvise the commander on issues of morale, ethics, religion, morality, and other dynamics that affect the soldiers in my unit. Attend the commander’s staff meetings, participate in the Family Support activities, and become involved in other ways that the commander asks of me
Wealth Advisor
Maximize Wealth With Customized Investment Portfolios Blending Public & Private Market Solutions.I can assist you in achieving your wealth growth objectives, whether you intend to create a retirement income or leave a Legacy for your successors. I aid in developing and implementing an investment policy statement that enables our clients to remain committed to financial stewardship and capitalize on opportunities that emerge in any market situation. By working with me and the Legacy family, you can establish your goals and attain them through a structured approach.
Seminary Principal
• Inspire all I lead to accomplish the seminary objective• Establish and maintain a culture of unity, improvement, and accountability• Oversee effective teacher and leader assessment processes for my program• Guide accountability processes to effectively increase the number of youth participating in programs• Improve the learning experience for all youth enrolled in my program • Oversee in-service training• Work closely and counsel with the local Board of Education and other Church leaders, seminary leadership, school administrators, parents, and students to administer programs• Manage operations, information, reports, resources, and programs• Work under the direction of and render accounts of work results to my region director• Teach four classes including one Special Needs class with the goal of helping 200 students deepen their faith in Jesus Christ.Skyview High School Seminary
Religious Educator
Help youth and young adults deepen their conversion to Jesus Christ and His restored gospel, qualify for the blessings of the temple, and prepare them- selves, their families, and others for eternal life with their Father in Heaven.To achieve the aforementioned purpose I am to: LIVEWe live the gospel of Jesus Christ and strive for the companionship of the Holy Ghost. Our conduct and relationships are exemplary in the home, in the classroom, and in the community. We continually seek to improve our performance, knowledge, attitude, and character. We listen carefully to God’s living prophets and follow their inspired teachings and direction.TEACHWe center each learning experience on Jesus Christ and His example, attributes, and redeeming power. We help students learn the restored gospel of Jesus Christ as found in the scriptures and words of the prophets. We help students fulfill their role in learning for themselves. We strive to invite the Holy Ghost to fulfill His role in each learning experience.LEADWe pattern our leadership after the example of Jesus Christ. We invite and encourage all youth and young adults to participate in seminary and institute. We seek to strengthen those we lead, effectively administer the work, and build unity with others. Our efforts assist and support individuals, families, and priesthood leaders.
Transportation Supervisor
Supervise a team of 3 exceptional transportation analysts.Communicate analysis and insights to internal stakeholders and business leaders, both verbally and in writing.Create and maintain tools and reports that provide results driven data to senior leadership as well as operators and supervisors at the site level.Design new metrics and enhance existing metrics to support the future state of business processes, on-time delivery, and service to our customers.Enable effective decision making by retrieving and aggregating data.Drive continuous improvement by identifying ways to streamline processes and reduce inefficiencies.Maintain relationships with freight carriers along with securing and finalizing rates and strategic lanes.Oversee the intracompany rail shipments from our paper mills to regional warehouses.Support the process of mitigating railcar demurrage charges and solving financial disputes.
Transportation Analyst
Utilize our Transportation Management System provided through Princeton TMX and previously CH Robinson TMC.Oversee route guide and spot bid managementPoint of contact between warehouses, shipping, and customer serviceTrack and trace the following modes of transportation including: truck, IMDL, and LTLProvide motor carrier performance management and carrier reviewsEnhance OTD carrier performance metricsSupport the resolution of freight claims – all modes
International Logistics Analyst
Responsible for daily International Transportation activities to and from Asia which includes handling steamship and drayage bookings, freight insurance, resolving carrier issues and creating shipping documents. Facilitate communication between warehouses, ocean steamship lines, and customers. Oversee modes of transportation including ocean, trucking, drayage, FCL, and LCL. Observe U.S. Customs Regulations and Supply Chain in order to maintain compliance.Research and analyze discrepancies discovered during daily process. Communicate with Transload personnel to resolve discrepancies / issues.Analyze and file damage claims with steamship lines and drayage companies.
Credit Analyst Ii
Managed $23 Million every month in accounts receivables for three U.S. regions and two Mexican regions.Maximized cash flow from accounts receivable, while enhancing customer relations.Administered and enforced company credit and collection policies and procedures.Analyzed credit information to establish customers’ credit limits permitting highest profitable sales consistent with reasonably minimum losses.Established credit limits, make proposals to change credit limits and participate in managing overall portfolio risk.Resolved customer deductions & disputes.Provided adequate protection of the company’s investment in accounts receivable by reducing and controlling risk.Utilized SAP and Oracle PeopleSoft.Communicated in Spanish with Mexican customers.
Agent
Managed the underwriter relationship for rate reliefSpecialized in property, casualty, and commercial linesCollaborated with national and regional insurance companies to find most suitable providerSpecialized in: home, auto, commercial, and small business insurance.Provided general liability, workers compensation, directors and officers, E&O, and many other commercial lines of insurance.
Financial Advising Trainee
Obtained Series 7 licenseAcquired working knowledge of various portfolios, mutual funds, ETFs, and single stocksTrained on CRM platforms: NetX360 and MoneyGuidePro Implemented advanced strategies to effectively manage and pass on clients' wealthEmployed risk-adjusted asset allocation to protect assets and reduce estate and income taxes.Provided investment management and retirement strategies
Spencer Anderson education
Master Of Science - Ms, Organizational Leadership
Master Of Divinity - Mdiv
Bachelor Of Science, Business Management; Finance And Organizational Communication
Frequently asked questions about Spencer Anderson
Quick answers generated from the profile data available on this page.
What company does Spencer Anderson work for?
Spencer Anderson works for Desert Rose Capital Management.
What is Spencer Anderson's role at Desert Rose Capital Management?
Spencer Anderson is listed as Wealth Manager at Desert Rose Capital Management.
Where is Spencer Anderson based?
Spencer Anderson is based in Boise, Idaho, United States while working with Desert Rose Capital Management.
What companies has Spencer Anderson worked for?
Spencer Anderson has worked for Desert Rose Capital Management, The Flexmethod, United States Army Reserve, Legacy Wealth Management, and Seminaries And Institutes Of Religion.
How can I contact Spencer Anderson?
You can use AeroLeads to view verified contact signals for Spencer Anderson at Desert Rose Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Spencer Anderson attend?
Spencer Anderson holds Master Of Science - Ms, Organizational Leadership from University Of Colorado Boulder.
What skills is Spencer Anderson known for?
Spencer Anderson is listed with skills including Leadership, Business Planning, Management, Small Business, Entrepreneurship, Business Development, Microsoft Excel, and Marketing.
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