Addison Wheeler

Financial Professional

Talent

Salt Lake City, Salt LakeMember since January 13, 2025

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About

Currently operating in the financial services industry specializing in retirement plans. Spent a decade in the car wash industry as an operator and distributor. I am passionate about providing high levels of service regardless of the industry. Rapid learning capabilities and willingness to adapt to new high pace environments and use my previous experiences in order to effectively solve problems.

Experience

Professional Summary

Dynamic professional with over a decade of experience across the car wash industry and financial services sector. Proven expertise in operations management, sales leadership, and customer relationship management. In the car wash industry, successfully managed operations, led teams, and provided technical services. Transitioned to financial services, excelling in consultative sales and leadership roles, guiding teams to national success. Currently leveraging deep knowledge of 401k plans to assist clients in aligning financial products with their unique needs. Holder of Series 7, Series 66, and Series 9/10 licenses, showcasing a commitment to excellence and continuous professional growth.

Education

Educational Summary

Graduated from the University of Colorado at Denver with a Bachelor of Arts in Economics in December 2015. The program provided a strong foundation in economic theory, analytical skills, and problem-solving, which have been instrumental in your professional career across various industries.