Sawyere Monson

Role: Elevation Wealth Planning
Location: Ogden, UT, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Sawyere Monson

Excellence begins with hard work—a principle I embraced as an NCAA college athlete and…

Experience

Elevation Wealth Planning
Present

Education

The American College of Financial Services
Finance and Financial Management Services
2018 — 2021
University of Northern Colorado
Bachelor of Arts (B.A.), Journalism & Mass Communications w/ Minor in Spanish Language Studies, Public Relations, Advertising
2010 — 2014

Skills

Customer Service
Social Networking
Social Media
Writing, Editing, Event Promotions, Advertising, PR, Social Networking
Leadership
Microsoft Office
Sales
Public Relations
Public Speaking
Marketing Communications
Facebook
Microsoft Word
Social Media Marketing
Microsoft Excel
Powerpoint
Management
Marketing

Contact information

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Work email
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Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

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About Sawyere Monson

Experience

Education

The American College of Financial Services

University of Northern Colorado

Skills

Find verified contacts for anyone on LinkedIn