Powell Naylor, CFP®, has gained extensive experience in the financial industry through various roles such as Director of Client Experience and Membership Product Lead at Dentist Advisors. Prior to this, Powell held positions such as Investments Intern at Deseret Mutual Benefit Administrators and Equity Research Analyst at BYU Global Financial Advisors where Powell actively managed a $1.7 million portfolio. Additionally, Powell has worked as a Financial Analyst Intern at Waddell & Reed and a Research Analyst at IndustryPro, where Powell honed their analytical skills and market research abilities. Powell Naylor is a graduate of Brigham Young University and Palo Verde High School.
October 1, 2023 - present
July, 2022
March, 2021
April, 2020
September, 2019
Director Of Client Experience at Alpha Theory
Director Of Client Experience at Premier Construction Software
Director Of Client Experience UK at Movable Ink
Director Of Client Experience at EverView
Director Of Client Experience Operations at Paycor
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