Mikal Aune - MBA, CFP®, CPWA® in

Mikal Aune - MBA, CFP®, CPWA®

Supporter · DISC type s
Executive Vice President at Smedley Financial Services Inc.®
📍 Salt Lake City, Utah, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
25 Years
Current Role
Executive Vice President
Job Level
Leadership
Location
Salt Lake City, Utah, United States
Personality Overview

How Mikal shows up

Slow To Decisions
Calm
Risk-averse

They are good and approachable with everyone, internally and externally. They usually go by the book, following all rules and procedures. Their motivation stems from the impact that their decisions can have on the organization.


Priorities

Topics Mikal cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2025
Executive Vice President
Smedley Financial Services Inc.®
10-2017 - 6-2025
Vice President of Wealth Management
Smedley Financial Services Inc.®
4-2006 - 10-2017
Sr. Private Wealth Manager
Smedley Financial Services Inc.®
11-2000 - 4-2006
Human Resources Generalist
Discover Financial Services
8-1999 - 11-2000
Customer Service Representative
Discover Financial Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2005
Master of Business Administration (MBA)
University of Utah - David Eccles School of Business
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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