Taylor Betts

Taylor Betts Email and Phone Number

Financial Analyst @ Select Health
Salt Lake City, UT, US
Taylor Betts's Location
Salt Lake City, Utah, United States, United States
Taylor Betts's Contact Details

Taylor Betts personal email

n/a
About Taylor Betts

I have worked in the finance industry for 3 years, within various positions. I have obtained my series 7,63, and 66 licenses. I currently work with participants enrolled in their employer sponsored 401k plans and any needs that arise. I offer my personal guidance and advice to help these participants reach their retirement goals. I also analyze documents within many plans to make sure we are adhering to the plans specifications. I pay close attention to each plan’s details to maximize the participants retirement potential. I enjoy working with all of our participants reach their retirement goals.

Taylor Betts's Current Company Details
Select Health

Select Health

View
Financial Analyst
Salt Lake City, UT, US
Website:
selecthealth.org
Employees:
1596
Taylor Betts Work Experience Details
  • Select Health
    Select Health
    Salt Lake City, Ut, Us
    View
  • Select Health
    Financial Analyst
    Select Health Apr 2024 - Present
    Murray, Ut, Us
    I create financial models to present to departments in order to help them make decisions about their budgets
    View
  • Fidelity Investments
    Retirement Planner
    Fidelity Investments Sep 2023 - Apr 2024
    Boston, Ma, Us
    I make sure our participants receive the best service when they call in for their 403b plans. I can help with anything from questions about their plan to taking a withdrawal. I can also offer retirement planning to make sure you’re making the most of the 403b plan.
    View
  • Fidelity Investments
    Workplace Consultant
    Fidelity Investments Aug 2022 - Apr 2023
    Boston, Ma, Us
    Working with participants to educate and service their 401k and retirement accounts
    View
  • Fidelity Investments
    College Planning Specialist
    Fidelity Investments Mar 2021 - Aug 2022
    Boston, Ma, Us
    View
  • Topgolf
    Event Lead And Trainer
    Topgolf Apr 2018 - Oct 2020
    Dallas, Texas, Us
    View

Taylor Betts Education Details

  • Colorado Technical University
    Colorado Technical University
    Master Of Business Administration - Mba
  • Utah Valley University
    Utah Valley University
    General

Frequently Asked Questions about Taylor Betts

What company does Taylor Betts work for?

Taylor Betts works for Select Health

What is Taylor Betts's role at the current company?

Taylor Betts's current role is Financial Analyst.

What is Taylor Betts's email address?

Taylor Betts's email address is ta****@****fmr.com

What schools did Taylor Betts attend?

Taylor Betts attended Colorado Technical University, Utah Valley University.

Who are Taylor Betts's colleagues?

Taylor Betts's colleagues are Marcus Hahne, Anthony Mazzarese, Joey Defilippis, Paul Goins, Gabriel Lotz, Jared Lopez-Carrasco, Kirstin Johnson Msn, Rn.

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