Adam Lallas
Investment Advisor Representative @B.O.S.S. Retirement Solutions
Lehi, UT, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Nov 2017 — Present
Investment Advisor Representative @B.O.S.S. Retirement Solutions
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Salt Lake City, UT, US
EDUCATION
2009 — 2014
Utah Valley University
B.S. Personal Financial Planning, Personal Financial Planning
2009 — 2012
Utah Valley University
Associate of Science (AS) Business Management, Business Management
SKILLS
Tax PreparationAccountingResearchMicrosoft ExcelLeadership DevelopmentProgram DevelopmentManagementBudgetsFinanceCommunity OutreachTime ManagementInvestment StrategiesEmployee BenefitsRetirementStrategic Financial PlanningFinancial PlanningMicrosoft OfficeFinancial AdvisoryMutual FundsData AnalysisEvent PlanningRetirement PlanningWealthInvestment AdvisoryPersonal Financial PlanningInsurancePersonal FinanceStrategic PlanningSecuritiesEstate PlanningGoal SettingInvestmentsCustomer Service
ABOUT ADAM LALLAS
What\'s your Forward-Looking Tax Strategy? Experienced Personal Financial…
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