Deep Enrich
Katie Turner
Ombudsman
406 followers
Salt Lake City, Utah, United States
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About me
Financial Advisor Client Relations at my529
Education
Utah Valley University
2009 - 2012Bachelor of Applied Science (B.A.Sc.) Behavioral Sciences
Experience
SALT LAKE COUNTY AGING & ADULT SERVICES
May 2010 - Jul 2011OmbudsmanDuring my time with the department of Aging services I investigated abuse cases in local care and assisted living facilities. I would also perform drop in investigations to ensure that care centers were ensuring the safety and health of all residents are being up held to the highest standard.
University of Utah Hospitals and Clinics
Jan 2011 - Aug 2012Psychiatric Technician
My529
Oct 2012 - nowI work on the professional service team at my529. I provide personalized service to new and current financial advisors who assist clients with their Utah 529 accounts.
Client Relationship Supervisor
Feb 2020 - nowClient Relationship Team Lead
Apr 2018 - Feb 2020Client Relationship Specialist
May 2015 - Apr 2018Operational Specialist
Oct 2012 - May 2015
Licenses & Certifications
- View certificate
Supervisory Leadership
University of UtahJun 2022
- View certificate
Women's Leadership Institute: 2021 Career Development Series
Women's Leadership InstituteAug 2021
Volunteer Experience
Treasurer
Issued by Apple Courts HOA on May 2017Associated with Katie Turner
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