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If you are a business owner and you’d prefer to have your children inherit your business, you can transfer this business interest to them within your…
If you are a business owner and you’d prefer to have your children inherit your business, you can transfer this business interest to them within your…
Liked by Bethany Aylor, CFP®, MBA, CEP
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We’ve been focusing recently on the issue of housing unaffordability in the US and the impact it has on financial planning for families. Many…
We’ve been focusing recently on the issue of housing unaffordability in the US and the impact it has on financial planning for families. Many…
Posted by Bethany Aylor, CFP®, MBA, CEP
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Had a blast celebrating with some of our team the other day. Absolutely love working with such incredible individuals!
Had a blast celebrating with some of our team the other day. Absolutely love working with such incredible individuals!
Shared by Bethany Aylor, CFP®, MBA, CEP
Experience & Education
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Peak Asset Management, LLC, Colorado
View Bethany’s full experience
See their title, tenure and more.
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Licenses & Certifications
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Certified Associate's in Project Management
Project Management Institute
Issued ExpiresCredential ID 1607136
Volunteer Experience
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Teaching Volunteer
Junior Achievement USA
- 2 years 7 months
Education
Engaged fifth grade classroom in the importance of science, math, and technology. Discussed various topics such as supply vs demand, want vs need, and introduction to entrepreneurship. Guided students on various projects to take an idea and turn it into a feasible business plan.
Projects
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Appalachian's Zero Waste Commitment
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Managed a project team of three other students in the analysis of Appalachian State University's current post-waste consumption. Led team in development of a process that would help the university make strides to achieve its goal of becoming a "zero-waste" community by the year 2022. Tracked progress of team through use of MS Project and developed a lessons learned report.
Languages
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Spanish
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More activity by Bethany
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Welcome to the team Grant Bugner, CFP® !
Welcome to the team Grant Bugner, CFP® !
Shared by Bethany Aylor, CFP®, MBA, CEP
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Great read from Johnny Russell, CFA on interest rates!
Great read from Johnny Russell, CFA on interest rates!
Shared by Bethany Aylor, CFP®, MBA, CEP
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Life came full circle for me recently… Jonny and I sponsored the Reading in the Rockies Conference at the end of September organized by the Rocky…
Life came full circle for me recently… Jonny and I sponsored the Reading in the Rockies Conference at the end of September organized by the Rocky…
Liked by Bethany Aylor, CFP®, MBA, CEP
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Leading the HR team for Alo Retail has been one of the greatest privileges of my career so far. It’s so important to be part of an organization where…
Leading the HR team for Alo Retail has been one of the greatest privileges of my career so far. It’s so important to be part of an organization where…
Liked by Bethany Aylor, CFP®, MBA, CEP
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