Tim Tuttle Email & Phone Number

Salt Lake City, UT, US

South Jordan, Utah

Trained on Microsoft Dynamics Great Plains ERP. Emphasis on contract and ad hoc billing in a shared services environment. Cash application as part of 5 separate teams.Prepare and analyse AR aging reports for senior management Collection calls based on amount outstanding with goal of less than 4% outstanding more than 60 days Review and process all aspects.

Salt Lake City

Started and operated a personal business selling on the website eBay with 25% increased profits each year for the last 5 years and continue to have an edge in these markets by staying informed on current trends and using the powerful tools of social media, local marketing, and photography to advertise and promote products.

Salt Lake City

• Brought in to help with an office in transition. Quickly coordinated a conversion to paperless systems through the use of Dropbox and Docusign apps. Learned financial planning and obtained Series 65 Investment Advisor.
• Integrated existing systems to work together including the CRM, Black Diamond Portfolio Reporter and NaviPlan planning software for increased efficiency as well as maintaining office wide hardware and security… Show.
• Integrated existing systems to work together including the CRM, Black Diamond Portfolio Reporter and NaviPlan planning software for increased efficiency as well as maintaining office wide hardware and security protection
• Developed detailed financial plans for clients with mid to high net worth to get them on the right track towards their goals
• Administered workflow with account opening and service of over 300 accounts, set up banking instructions, distributions and tracked all account openings and service through custom created Excel spreadsheets
• Trained on the Pershing NetX360 trading platform as well as knowledgeable on block trading and rebalancing Show less

Salt Lake City

• Immediately put in charge of quick turnaround services regarding highly technical operations on high end bicycles. Always worked within tight deadlines to make the sure the customer experience was optimal and efficient.
• Highest earning sales associate per hours worked in first and… Show more Immediately put in charge of quick turnaround services regarding highly technical operations on high end bicycles. Always worked within tight.
• Highest earning sales associate per hours worked in first and second year with over $150,000 of sales each year
• Performed yearly inventory analysis with 30% more accurate results each year employed Show less

Sandy Utah

Fine Dining service, wine pairing, bartending