- Waystar (Lehi, UT)
- **ABOUT THIS POSITION** The Meeting Planner will be the powerhouse behind the scenes, orchestrating seamless events that leave our team members and clients with ... become an integral part of the Corporate Events team at Waystar. As the Meeting Planner , you will be at the forefront of our event planning efforts, ensuring… more
- Bank of America (Draper, UT)
- …making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial ... exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). + Obtained… more
- Bank of America (Salt Lake City, UT)
- …making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial ... exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained… more