UMA Financial Services Employee Directory

Q: What does UMA Financial Services do?

Explore UMA Financial Services's company overview page . for more information.

US - Salt Lake City - Utah

About UMA Financial Services

umafs was created with the sole purpose of safely and effectively preserving and growing the wealth of physicians. it was created for physicians by physicians with board oversight pr... Read more

UMA Financial Services Highlights:

Location	Employees
United States 🇺🇸	11

UMA Financial Services Leadership:

Employee	Department
Jeff Zesiger president ceo	Executive	Email
Krista Meeks executive assistant	Executive	Email
Melissa Saez Chief Compliance Officer	Executive	Email
Wendy Lewis Director of Qualified Retirement Plans	Executive	Email
Jeff Zesiger president ceo	Executive	Email
Jeff Zesiger president and chief executive officer	Executive	Email

Contact profiles UMA Financial Services:

Employee	Department	Total Email Source
Trent Searle Senior Portfolio Manager	Finance	1	Email
Chad Kelley Financial Advisor	Finance	0	Email
Mathew Turnbow Insurance Specialist	Accounting	0	Email
Mathew Turnbow insurance specialist	IT	0	Email
Tanya Welty Financial Planning Assistant	Finance	0	Email
Ryan Bladen financial advisor	Finance	0	Email
Patrick Brady Vice President		0	Email
Wendy Lewis director of qualified retirement plans		0	Email
Patrick Brady senior vice president		0	Email
Tanya Welty office manager	Management	0	Email
Trent Searle senior portfolio manager	Finance	0	Email
Wendy Lewis director of qualified retirement plans		0	Email
Melissa Saez chief compliance officer	Legal	0	Email

UMA Financial Services Email Metrics

UMA Financial Services has 23 email addresses.

UMA Financial Services has 22 personal email addresses, .

UMA Financial Services has 1 generic email addresses.

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