Work Preference
Summary
Skills
Overview
Work History
Education
Certification
Timeline
Professional References
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Davis Sahr
Open To Work
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Davis Sahr

Salt Lake City

Work Preference

Job Search Status

Open to work
Desired start date: Open to discussion

Desired Job Title

Financial AnalystResearch AnalystEquity Research AssociateInvestment AnalystAnalyst

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: Salt Lake City, UtahChicago, ILBoston, NYOrlando, FLMiami, FL
Open to relocation: Yes

Important To Me

Career advancement

Summary

Dynamic financial professional with a proven track record at CUI Wealth Management, overseeing $170 million in client assets. Expert in portfolio management and client relationship management, I craft tailored investment strategies that drive growth and enhance financial stability. Committed to delivering exceptional results through effective communication and meticulous attention to detail.

Skills

  • Portfolio management
  • Investment strategy
  • Financial modeling
  • Risk assessment
  • Client financial planning
  • Client relationship management
  • Attention to detail
  • Effective communication

Overview

4
4

Financial Certificates

4
4

Years of Professional Experience

2
2

Bachelor Degrees

1
1

State Championship (Golf)

Work History

Associate CPFA Financial Adviser

CUI Wealth Management
Salt Lake City
11.2025 - Current
  • Analyzed and oversaw approximately $170 million in client investment assets.
  • Evaluated portfolio performance, fees, asset allocation, and investment options.
  • Achieved Certified Plan Fiduciary Advisor (CPFA) certification to enhance advisory capabilities.

Financial Adviser Development Program

Renaissance Financial
Salt Lake City
04.2025 - 11.2025
  • Guided clients in organizing personal finances with focus on budgeting and retirement planning.
  • Completed financial certifications, including SIE, Series 7, and Series 66.
  • Crafted personalized investment strategies aligned with client objectives to support long-term financial growth.

Financial Planning Analyst

Beagle Investments
Salt Lake City
03.2023 - 04.2025
  • Analyzed and created detailed financial forecasts to guide budgeting processes and resource allocation.
  • Conducted financial evaluations for clients, focusing on cash flow projections, retirement planning, and investment portfolio optimization.
  • Collaborated with cross-functional teams to gather insights for market analysis reports.

Education

Bachelor of Science - Finance

University of Utah, David Eccles School of Business
Salt Lake City, UT
08.2021 - 05.2025

Bachelor of Science - Marketing

University of Utah
Salt Lake City, UT
08.2021 - 05.2025

Certification

  • Securities Industry Essentials (SIE)
  • Series 7
  • Series 66
  • CPFA
  • CFA Level 1 (Anticipated 02/2027)

Timeline

Associate CPFA Financial Adviser

CUI Wealth Management
11.2025 - Current

Financial Adviser Development Program

Renaissance Financial
04.2025 - 11.2025

Financial Planning Analyst

Beagle Investments
03.2023 - 04.2025

Bachelor of Science - Finance

University of Utah, David Eccles School of Business
08.2021 - 05.2025

Bachelor of Science - Marketing

University of Utah
08.2021 - 05.2025

Professional References

  • Lana Engen, lana.m.engen@afs.ameriprise.com, (815) 637-4012
  • Michael Sayre, michael@cuiwealth.com, (801) 860-0521
  • Nate Evans, nate@infiteequity.com, (206) 437-4737
  • Tom McKevitt, twmckevitt@outlook.com, (317) 645-6522
  • Dr. Todd Walker, rcdboise@gmail.com, (208) 230-2249
  • Dr. Jacob Jarvis, jacobjarvis@yahoo.com, (208) 830-1295

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Davis Sahr