Associate Financial Advisor @ (June 2020 - April 2022)
Operations Manager-Portfolio Manager @ (October 2019 - June 2020)
Investment Solutions Representative @ (November 2018 - October 2019)
High Net Worth Service Associate @ (June 2018 - October 2018)
College Planning Specialist @ (May 2017 - June 2018)
Financial Representative @ (June 2016 - May 2017)
Customer Loyalty Representative @ (January 2016 - March 2016)
Team Leader and Scheduling Specialist @ (August 2012 - December 2015)
Carson Johnson Education
college for financial planning
Master of Science - MS (Personal Financial Planning)
2021-2023
Utah Valley University
Bachelor's degree (Personal Financial Planning)
2016-2020
Snow College
Associate's degree
2015-2018
Carson Johnson Skills
Leadership
Event Planning
Presentation Skills
Management
Microsoft Word
Microsoft Office
Microsoft Excel
Public Speaking
Administration
Team Management
Team Leadership
Time Management
Training
Higher Education
Word Processing
Customer Service
Generational Differences
Financial Services
Financial Planning
Carson Johnson Summary
Carson Johnson, based in Spanish Fork, UT, US, is currently a Senior Financial Advisor at Peterson Wealth Advisors. Carson Johnson brings experience from previous roles at Peterson Wealth Advisors, First Financial Advisors LLC and Fidelity Investments. Carson Johnson holds a 2021 - 2023 Master of Science - MS in Personal Financial Planning @ college for financial planning. With a robust skill set that includes Leadership, Event Planning, Presentation Skills, Management, Microsoft Word and more. Carson Johnson has 3 emails and 1 mobile phone numbers on RocketReach.
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