Adam Lallas
Get more with B.O.S.S. Retirement Solutions & Advisors
- Role
- Investment Advisor Representative at B.O.S.S. Retirement Solutions
- Location
- Lehi, UT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Adam Lallas
What\'s your Forward-Looking Tax Strategy? Experienced Personal Financial…
Experience
Investment Advisor Representative
Nov 2017 — Present · Salt Lake City, UT, US
Education
Utah Valley University
B.S. Personal Financial Planning, Personal Financial Planning
2009 — 2014
Utah Valley University
Associate of Science (AS) Business Management, Business Management
2009 — 2012
Skills
- Tax Preparation
- Accounting
- Research
- Microsoft Excel
- Leadership Development
- Program Development
- Management
- Budgets
- Finance
- Community Outreach
- Time Management
- Investment Strategies
- Employee Benefits
- Retirement
- Strategic Financial Planning
- Financial Planning
- Microsoft Office
- Financial Advisory
- Mutual Funds
- Data Analysis
- Event Planning
- Retirement Planning
- Wealth
- Investment Advisory
- Personal Financial Planning
- Insurance
- Personal Finance
- Strategic Planning
- Securities
- Estate Planning
- Goal Setting
- Investments
- Customer Service
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