
Timeline
About me
Partnering with Employees Who Want to Maximize 401K Plans and Retire on Their Terms using a Proprietary 401k CoPilot™ System | Founding Partner, Driven Investments
Education

Brigham young university
2014 - 2017High school business administration and management, general a
Brigham young university
2014 - 2017Business management, entrepreneurshipAchieved The Brigham Young Scholarship for academic excellence

Utah valley university
-Personal finance
Experience

Simply mac - apple specialist
Sept 2014 - Mar 2015Sales specialistProvided world class customer serviceWorked together as a cohesive sales teamFought to consistently exceed sales expectations

Z&z asphalt
Feb 2015 - Aug 2015Construction laborerWorked 16 hour days 6 days a weekStrove everyday to finish the job and do it wellProgressed within the company and became a leader of a team

Zions first national bank
Apr 2015 - Mar 2016Develop and maintain customer loyaltyDiscover and satisfy needsManage clients accountPromote and process loans Generated the most sales and referrals among peersCreated and maintained customer loyalty
Personal Banker
Apr 2015 - Mar 2016Financial Teller
Apr 2015 - Jun 2015

Transamerica financial advisors, inc.
Jan 2016 - Dec 2020Senior marketing director
Transamerica
Jan 2016 - Dec 2020AssociateHelp families achieve their financial goals: - Emergency fund - Manage debt - Proper Insurance - Build wealth - Perserve wealth

Driven investments llc
Dec 2020 - nowRegistered Investment Advisor at Driven Investments LLC
Dec 2020 - nowFinancial Advisor
Dec 2020 - now
Licenses & Certifications

Public notary
State of utah- View certificate
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Series 6
Finra (financial industry regulatory authority)Oct 2017 - View certificate
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Series 63
Finra (financial industry regulatory authority)Oct 2017 - View certificate
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Series 65
Finra (financial industry regulatory authority)Dec 2017 - View certificate

Life license
Insurance departmentJan 2016
Honors & Awards
- Awarded to Christian WilliamsEagle Scout Boy Scouts of America Nov 2010
Volunteer Experience
Volunteer
Issued by The Church of Jesus Christ of Latter-day Saints on Mar 2015
Associated with Christian WilliamsVolunteer representative
Issued by The Church of Jesus Christ of Latter-day Saints on Jan 2012
Associated with Christian Williams
Languages
- enEnglish
- spSpanish
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