R. Maxfield Email & Phone Number
Managing Partner @ Olympus Peaks Financial, LLC
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R. Maxfield Location
- Salt Lake City, UT, US
R. Maxfield Work
- Managing Partner @ (May 2016 - Present)
- Financial Planner @ (January 2007 - May 2016)
- Employee @ C&B Built Homes (November 2005 - March 2007)
R. Maxfield Education
- University of Utah - David Eccles School of Business
Bachelor's degree (Accounting)
2010-2013
R. Maxfield Skills
- 401k
- 401k Rollovers
- 529 Plans
- Asset Management
- Baseball
- Coaching
- Computer Proficiency
- Estate Planning
- Finance
- Financial Accounting
- Financial Advisory
- Financial Analysis
- Financial Planners
- Football
- Golf
- IRAs
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Life Insurance
- Personal Financial Planning
- Portfolio Management
- Retirement
- Retirement Planning
- Roth IRA
- Saving for Education
- Series 63
- Series 65
- Series 7
- Stock Market Analysis
- Strategic Financial Planning
- Term Life Insurance
- Uniform Combined State Law
- Wealth Accumulation
R. Maxfield Summary
- R. Maxfield, based in Salt Lake City, UT, US, is currently a Managing Partner at Olympus Peaks Financial, LLC. R. Maxfield brings experience from previous roles at LPL Financial and C&B Built Homes. R. Maxfield holds a 2010 - 2013 Bachelor's degree in Accounting @ University of Utah - David Eccles School of Business. With a robust skill set that includes 401k, 401k Rollovers, 529 Plans, Asset Management, Baseball and more. R. Maxfield has 4 emails and 3 mobile phone numbers on RocketReach.
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