Jamie Diaz

Financial Professional | Financial Analysis, Financial Services, Insurance Planning

Role
Financial Professional at Revolution Financial Management
Location
Spanish Fork, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jamie Diaz

With a specialization in financial analysis and services, my role at Revolution Financial…

Experience

  1. Financial Professional

    Revolution Financial Management

    Oct 2023 — Present · UT, US

    Conducting in-depth consultations with clients to understand their financial goals, risk tolerance, and investment preferences. Analyzing clients\' financial situations and developing personalized strategies to help them achieve their objectives. Providing ongoing support and guidance to clients, ensuring their financial plans remain aligned with their evolving needs. I also provide comprehensive training, support, and career growth opportunities for driven and talented individuals.

Education

  • Grand Canyon University

    Bachelor of Applied Management

    2023 — 2025

  • Grand Canyon University

    Bachelor's degree

    2023 — 2025

  • Brigham Young University

    Bachelor's degree

    2016 — 2019

  • Willow Glen High School

    High School Graduate

    2005 — 2009

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Jamie Diaz — Financial Professional at Revolution Financial Management in Spanish Fork, UT, US | Unifers