Senior Portfolio Manager at UMA Financial Services
Trent Searle is a(n) Senior Portfolio Manager working at UMA Financial Services.
Get Trent Searle's email for freeName | Position | Contacts | ||
---|---|---|---|---|
MS | Melissa Saez | Chief Compliance OfficerUMA Financial Services | @umafs.org(801) | Get contact |
PB | Patrick Brady | Vice PresidentUMA Financial Services | @umafs.org(801) | Get contact |
TW | Tanya Welty | Financial Planning AssistantUMA Financial Services | @umafs.org(801) | Get contact |
EC | Eric Cfp? | Wealth AdvisorUMA Financial Services | @umafs.org(801) | Get contact |
JZ | Jeff Zesiger | President & CEOUMA Financial Services | @umafs.org(801) | Get contact |
MT | Mathew Turnbow | Insurance SpecialistUMA Financial Services | @umafs.org(801) | Get contact |
WL | Wendy Lewis | Director of Qualified Retirement PlansUMA Financial Services | @umafs.org(801) | Get contact |
CK | Chad Kelley | Financial AdvisorUMA Financial Services | @umafs.org(801) | Get contact |
Name | Position | Contacts | ||
---|---|---|---|---|
GH | Gino Heilizer | Founding Principal, Senior Portfolio ManagerSolomon Hess Capital Management | @sol….com(703) | Get contact |
KS | Kristen Steffens | Senior Portfolio ManagerEdward Jones | @edw….com(800) | Get contact |
DG | Dilara Guven | Senior Portfolio Manager and SpecialistBorsa İstanbul | @bor….com | Get contact |
MT | Maria Targett | Senior Portfolio ManagerMerrill Lynch | @ml.com(800) | Get contact |
AW | Andrew Warren | Senior Portfolio ManagerLCH | @8916.co.za+44 2 | Get contact |
NB | Nicholas Brandt | Senior Portfolio Manager AssociateRetirement Corporation of America | @rca….com(513) | Get contact |
AO | Andreas Olsson | Co Founder/CEO/Senior Portfolio Manageriaib | @iaib.se | Get contact |
AS | Aash Shah | Senior Portfolio ManagerSummit Global Investments | @sum….com(888) | Get contact |
AK | Andy Kaufman | Senior Portfolio ManagerCommunity Capital Management, Inc. | @ccm….com(954) | Get contact |
LC | Lily Cfp? | Senior Vice President, Senior Portfolio Manager, International Client Advisor, Wealth AdvisorMorgan Stanley | @mor….com(888) | Get contact |