Top 10 Financial Services Companies in Cottonwood Heights

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Below is the list of Top 10 Financial Services Companies in Cottonwood Heights ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Cottonwood Heights

1. Avtech Capital

Industry: Financial Services

Location: Cottonwood Heights, Utah

Website: avtechcapital.com

Company Founded: 2001

Company Size: 11-50

Company Address: 6995 Union Park Center, Cottonwood Heights, Utah, United States

Avtech Capital Contact Details

Name Title LinkedIn Phone Email
Jason Cazier National Sales Manager
Marty Everhard Senior Executive Account Manager
Jared Robertson Vice President
Justin Goddard Strategic Partnerships | Equipment Financing And Leasing | Financial Services | National Account Executive
Scott Stone Director Of Intermediary Funding 748-2200 X248
Braden Petersen Account Executive
Jared Carter National Account Executive
Requires/Intent and 4 more Employees
Asset Management
Mergers & Acquisitions Advisory
Data Analytics & Business Intelligence
and more

2. Avid Acceptance

Industry: Financial Services

Location: Cottonwood Heights, Utah

Website: avidac.com

Company Founded: 2008

Company Size: 51-200

Company Address: 6995 South Union Park Center, Cottonwood Heights, Utah, United States

Avid Acceptance Contact Details

Name Title LinkedIn Phone Email
Clint Sperling Vice President Account Servicing
Marcus Tarbet President
Lindsey Bowie Vice President Of Underwriting
Andrew Wright Vp, Risk Management
Ben Larisch Auto Finance Industry Executive | Chief Operations Officer Of Specialty Auto Lender Avid Acceptance | People-centered Bus
Cynthia Williams Az Area Manager
Kaitlynn Peeleman Underwriter
Requires/Intent and 17 more Employees
ESG & Sustainable Finance Consulting
Mortgage & Loan Processing
Risk Assessment & Mitigation
Automation & Workflow Optimization
and more

3. Zurixx, Llc

Industry: Financial Services

Location: Cottonwood Heights, Utah

Website: zurixx.com

Company Founded: 2013

Company Size: 51-200

Zurixx, Llc Contact Details

Name Title LinkedIn Phone Email
Eric Lloyd Trainer And Coach And Presenter
Uriel Cantarero Director Of It
Taylor Ballstaedt-rodriquez Coaching Administrative Assistant And Success Stories
Rob Greenland Director Of Operations
J Rex Berry Sales Manager
James Carlson Chief Executive Officer
Trevor Mecham Seminar Lead
Requires/Intent and 18 more Employees
Wealth Management
Tax Planning & Strategy
Omnichannel Customer Support
Debt Collection & Recovery
Compliance & Regulatory Advisory
and more

4. One Financial Advisors

Industry: Financial Services

Location: Cottonwood Heights, Utah

Website: ofadv.com

Company Size: 11-50

Company Address: 6995 South Union Park Center, Cottonwood Heights, Utah, United States

One Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Jim Winokur Investment Advisor Representative At One Financial Advisors
James Coulliette Advisors
David Blankenship Financial Advisor
Bruce Craft Financial Consultant
Heather Williams Administrative Assistant
Lutcf Martin Walsh Accociate General Agent And Recruiting Coordinator
Joan Coulliette Office Manager
Requires/Intent and 3 more Employees
Automation & Workflow Optimization
ERP For Financial Institutions
Financial Planning & Retirement Solutions
Cybersecurity & Data Protection
Loan Origination & Servicing Platforms
and more

5. Proficio Bank

Industry: Financial Services

Location: Cottonwood Heights, Utah

Website: proficiobank.com

Company Founded: 2007

Company Size: 11-50

Company Address: 6985 Union Park Center, Cottonwood Heights, Utah, United States

Proficio Bank Contact Details

Name Title LinkedIn Phone Email
Robin Brighton Commercial Underwriter
Brett Smiley Vice President, Business Development Officer
Pam Wentzel Closing Manager
Pam Wentzel Closing Manager
Pam Wentzel Closing Manager
Aaron Padilla Branch Manager
Lisa Falcon Processor At Proficio Bank
Requires/Intent and 15 more Employees
ERP For Financial Institutions
Mobile App Development For Financial Services
Corporate Finance Strategy
ESG & Sustainable Finance Consulting
Loan Origination & Servicing Platforms
and more

6. Avid Commercial

Industry: Financial Services

Location: Cottonwood Heights, Utah

Website: avidcommercial.com

Company Founded: 2001

Company Size: 11-50

Company Address: 6995 South Union Park Center, Cottonwood Heights, Utah, United States

Avid Commercial Contact Details

Name Title LinkedIn Phone Email
Mario Garcia National Account Executive
Ammon Cloward Marketing Account Executive
Requires/Intent
ESG & Sustainable Finance Consulting
Risk Assessment & Mitigation
Corporate Finance Strategy
Financial Auditing & Reporting
Banking & Payment Processing
and more

7. Pacific Western Equipment Finance

Industry: Financial Services

Location: Cottonwood Heights, Utah

Website: pacificwesternequipmentfinance.com

Company Size: 1-10

Pacific Western Equipment Finance Contact Details

Name Title LinkedIn Phone Email
Mallory Hunt Credit Administrator At Pacific Western Equipment Finance
Jimmy Tackett Relationship Manager
David Sahim Relationship Manager
Requires/Intent
Financial Auditing & Reporting
Loan Origination & Servicing Platforms
HR & Talent Acquisition
Banking & Payment Processing
Fraud Detection & Prevention
and more

8. Tetra Financial

Industry: Financial Services

Location: Cottonwood Heights, Utah

Website: tetrafg.com

Company Size: 51-200

Tetra Financial Contact Details

Name Title LinkedIn Phone Email
B.a Shakthi Nordic National Account Executive
Glenn Robinson Senior Account Executive
David Lamb Chief Financial Officer
Matt Weeks National Account Executive
Mindy Mckee National Account Executive
Brianna Ericksen Credit Analyst
Curtis Fawson Manager
Requires/Intent
Online Advertising & SEO
Accounting Services
Business Strategy & Growth Consulting
Customer Relationship Management (CRM)
and more
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Cottonwood Heights Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jason Cazier Avtech Capital National Sales Manager
2 Marty Everhard Avtech Capital Senior Executive Account Manager
3 Jared Robertson Avtech Capital Vice President
4 Justin Goddard Avtech Capital Strategic Partnerships | Equipment Financing And Leasing | Financial Services | National Account Executive
5 Scott Stone Avtech Capital Director Of Intermediary Funding 748-2200 X248
6 Braden Petersen Avtech Capital Account Executive
7 Jared Carter Avtech Capital National Account Executive
8 Clint Sperling Avid Acceptance Vice President Account Servicing
9 Marcus Tarbet Avid Acceptance President
10 Lindsey Bowie Avid Acceptance Vice President Of Underwriting
11 Andrew Wright Avid Acceptance Vp, Risk Management
12 Ben Larisch Avid Acceptance Auto Finance Industry Executive | Chief Operations Officer Of Specialty Auto Lender Avid Acceptance | People-centered Bus
13 Cynthia Williams Avid Acceptance Az Area Manager
14 Kaitlynn Peeleman Avid Acceptance Underwriter
15 Eric Lloyd Zurixx, Llc Trainer And Coach And Presenter
16 Uriel Cantarero Zurixx, Llc Director Of It
17 Taylor Ballstaedt-rodriquez Zurixx, Llc Coaching Administrative Assistant And Success Stories
18 Rob Greenland Zurixx, Llc Director Of Operations
19 J Rex Berry Zurixx, Llc Sales Manager
20 James Carlson Zurixx, Llc Chief Executive Officer
21 Trevor Mecham Zurixx, Llc Seminar Lead
22 Jim Winokur One Financial Advisors Investment Advisor Representative At One Financial Advisors
23 James Coulliette One Financial Advisors Advisors
24 David Blankenship One Financial Advisors Financial Advisor
25 Bruce Craft One Financial Advisors Financial Consultant
26 Heather Williams One Financial Advisors Administrative Assistant
27 Lutcf Martin Walsh One Financial Advisors Accociate General Agent And Recruiting Coordinator
28 Joan Coulliette One Financial Advisors Office Manager
29 Robin Brighton Proficio Bank Commercial Underwriter
30 Brett Smiley Proficio Bank Vice President, Business Development Officer
31 Pam Wentzel Proficio Bank Closing Manager
32 Pam Wentzel Proficio Bank Closing Manager
33 Pam Wentzel Proficio Bank Closing Manager
34 Aaron Padilla Proficio Bank Branch Manager
35 Lisa Falcon Proficio Bank Processor At Proficio Bank
36 Mario Garcia Avid Commercial National Account Executive
37 Ammon Cloward Avid Commercial Marketing Account Executive
38 Mallory Hunt Pacific Western Equipment Finance Credit Administrator At Pacific Western Equipment Finance
39 Jimmy Tackett Pacific Western Equipment Finance Relationship Manager
40 David Sahim Pacific Western Equipment Finance Relationship Manager

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