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Financial Consultants in Lewisville, TX

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Here is a complete directory of nearly all experienced Financial Consultants in Lewisville, TX.

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75 results found

Jeff Skousen Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorFundraiserFundraising OfficerSurvey InterviewerArea ManagerManagersInterviewerSoftware TesterInformation Technology SpecialistSystems Support SpecialistSupport SpecialistsComputer SpecialistIT SpecialistPsychologistBachelor of ScienceConsumer Goods ProfessionalCommodities ClerkPsychology Specialist

Experience & Education

Position:
Financial Advisor at USAA
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
USAA - Addison, TXFinancial Advisorsince Jul 2011TIAA-CREF - Lewisville, TXIndividual ConsultantOct 2010 - Jul 2011

Sara Green Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPharmaceuticals ProfessionalDruggistPharmacistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManaging PartnerPartnerChief ExecutiveAdministrative ClerkClerical SpecialistNon-Profit

Experience & Education

Position:
New Business Planning Assistant at Spectrum Advisors, New Business/Planning Assistant at SPECTRUM...
Title:
New Business Planning Assistant at Spectrum Advisors
Location:
Lewisville, Texas
Industry:
Financial Services
Work history:
Spectrum Advisors - Addison, TXNew Business Planning Assistantsince Dec 2010SPECTRUM ADVISORS, INC New Business/Planning Assistantsince Dec 2010
Provide direct support to the Financial Advisor and Managing Partner of a full s..

Michael Grimm Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSwim InstructorSports Game CoachConstructionOffice ClerkClerical SpecialistCriminal Defense LawyerJudicial Law ClerkDefense AttorneyLawyersJuris DoctorSupervisors

Experience & Education

Position:
Financial Consultant - Wealth Management Group at TIAA-CREF
Title:
Financial Consultant in TIAA-CREF's Wealth Management Group
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
TIAA-CREF - Lewisville, TXFinancial Consultant - Wealth Management Groupsince Apr 2013TIAA-CREF - Lewisville, TXFinancial ConsultantMar 2011 - Apr 2013

Kyle Lewis Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInvestorFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperCounselorLogistics Supply Chain ProfessionalAnalystsAdvisorLogisticianMaster of Business AdministrationBachelor of Business AdministrationChief Administrative OfficerChief ExecutiveSenior Customer Service RepresentativeClient Service OfficerCustomer Service

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Lewisville, Texas
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jun 2011UPS Senior Account ManagerJan 2010 - Jun 2011

John Moore Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Multiple companies
Independent insurance and financial consultant, representing

Dianne Paroubek Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management
Title:
Financial Advisor at Merrill Lynch
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
Merrill Lynch Wealth Management - Flower Mound, TX 75028Financial Advisorsince Aug 2007

Holly Hawk Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Ameriprise financial
Registered financial support assistant
Company:
Tiaa cref - Lewisville, TX
Financial consultant

David Gilmore Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAssistant Vice PresidentVice PresidentChief ExecutiveFinancial ManagerOperations ManagerMaster of MusicBachelor of ArtsMaster of ScienceLecturerPostsecondary TeacherMusic Professors

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jun 2003Morgan Stanley - Lewisville,TXAssistant Vice PresidentNov 2000 - Jun 2003
Skills:
Series 7, Retirement Planning, Qualified Retirement Plans, Mutual Funds, Wealth Management,...

Mike Doherty Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCertified Nurse AideNurseNurse PractitionerPhysicianTerritory Sales ManagerDirector of National SalesSales ManagerOperations ManagerRegion ManagerChief ExecutiveArea Sales ManagerSales RepresentativeRegional Sales ConsultantLeaderManagersSurgical Specialist

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor with Merrill Lynch
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Merrill Lynch - Flower Mound, TXFinancial Advisorsince Oct 2012Wells Fargo Advisors, LLC Financial AdvisorOct 2010 - Oct 2012
Skills:
Pharmaceutical Industry, Pharmaceutical Sales, Sales Management, Managed Care, Urology, Cardiology, ...

Don Stewart Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorBachelor of ArtsComputer Network ConsultantComputer ConsultantIT ConsultantPsychology Specialist

Experience & Education

Position:
Financial Consultant at TIAA-CREF
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
TIAA-CREF - Lewisville, TXFinancial Consultantsince Sep 2012New England Financial - Dallas, TXFinancial AdvisorSep 2011 - Sep 2012

Harshada Sharma Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Analyst

Experience & Education

Work

Company:
Corelogic
Sr. financial consultant
Company:
Credit suisse asset management
Lead sr. financial analyst

Ashley Carr Dallas, TX

Professions & Specialties

Financial ConsultantCollections SpecialistCollectorFinancial Services ProfessionalFinancial Services Sales AgentRepossessorTeam LeaderOperations ManagerHospital Care ProfessionalHealth ProfessionalHealth PractitionerBillerPosting ClerkSoftware TesterComputer Specialist

Experience & Education

Position:
Team Lead Financial Counselor at ECC Management LLC
Title:
Team Lead Financial Counselor at First Choice Emergency Room
Location:
Dallas/Fort Worth Area
Industry:
Hospital & Health Care
Work history:
ECC Management LLC - Flower Mound, TXTeam Lead Financial Counselorsince 2011Medical Receivables Specialists Medical Collections SpecialistJun 2008 - Apr 2010
Skills:
Microsoft Office

David Christman Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior AdvisorBusiness ConsultantAdvisorSchool PrincipalSchool AdministratorEducational ManagerManagement AnalystAnalystsChief ExecutiveProject ManagersFinancial OfficerFinancial Manager

Experience & Education

Position:
Principal at The Christman Group
Title:
Principal Consultant of The Christman Group
Location:
Dallas/Fort Worth Area
Industry:
Management Consulting
Work history:
The Christman Group - Lewisville, TXPrincipalsince 2001International Profit Associates - Buffalo Grove, ILSenior Business Consultant1999 - 2001
Skills:
Flexible Budgets, Finance, Project Planning, Accounting, Negotiation, Policy, Sales, Due Diligence, ...

Tommy Wright Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Financial investments - Flower Mound, TX
Financial advisor
Company:
Oxford - Dallas, TX
Backend and frontend development

Kane Houston Dallas, TX

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor, CFP® at Ameriprise Financial Services, Inc.
Title:
Financial Advisor, CFP®, CERTIFIED FINANCIAL PLANNER™ practitioner
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Lewisville, TXFinancial Advisor, CFP®since Sep 2009
Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner

Shelby Rico Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Smile magic dental & braces - Lewisville, TX
Processor, financial advisor

Jim Hartgraves Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistCertified Public AccountantAccounting BookkeeperBookkeeperRepresentative

Experience & Education

Position:
Financial Advisor, CRPC at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Lewisville, Texas
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Lewisville, TXFinancial Advisor, CRPCsince 1995

Michael Rose Frisco, TX

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeTraining and DevelopmentTeam LeaderOperations ManagerModel

Experience & Education

Title:
Financial Services Professional
Location:
Frisco, Texas
Industry:
Financial Services
Work history:
TIAA-CREF - Lewisville, TXFinancial ConsultantJun 2012 - Oct 20121st Global - Dallas/Fort Worth AreaPremium Services RepresentativeJul 2007 - Jan 2012

John Onufreiczuk Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSolutions AdvisorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Solutions Advisor at Merrill Edge
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Merrill Edge - Richardson, TXFinancial Solutions Advisorsince Nov 2012TIAA-CREF - Lewisville, TXFinancial Consultant-Enrollment TeamApr 2010 - Jan 2013

Farhana Popatia Plano, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMedical Practice ProfessionalMedical PractitionerPosting ClerkBillerSurgical SpecialistAnalystsSecretaryHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Financial Advisor at MedFusion Clinical Lab
Title:
Healthcare Finance
Location:
Plano, Texas
Industry:
Medical Practice
Work history:
MedFusion Clinical Lab - LEWISVILLE,TXFinancial Advisorsince Nov 2011Healthtronix Lymphedema Management - RICHARDSON,TXBilling/Coding SpecialistFeb 2008 - Jun 2011

Alonzo Nieva Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentGuideSupporting MemberTour GuideTeam MemberCertified Nurse AideNurseNurse PractitionerService Operations ExpertAdvisorOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Dallas, TxFinancial Advisorsince Apr 2012Wells Fargo Advisors - Dallas, TxRegistered Client AssociateApr 2011 - Apr 2012

Anthony Harnisch Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorInformation Technology SpecialistIT SpecialistBusiness ConsultantAnalystAnalystsComputer Software ProfessionalSoftware DevelopersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperWellness and Fitness

Experience & Education

Position:
Consultant at MicroStrategy
Location:
Dallas/Fort Worth Area
Industry:
Information Technology and Services
Work history:
MicroStrategy - Dallas/Fort Worth AreaConsultantsince Jul 2011TIAA-CREF - Lewisville, TXLicensed Financial ConsultantOct 2010 - Jun 2011
Skills:
Business Intelligence, Project Management, Requirements Analysis, Analysis
Certifications:
MicroStrategy Certified Project Designer (CPD), MicroStrategy
Certified Document Designer (CDD), MicroStrategy

Octavia Howard Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsUnderwriter

Experience & Education

Work

Company:
Jp morgan chase
Customer operations analyst/underwriter
Company:
Bank of america
Mortgage servicing specialist ii

William Ferguson Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorBusiness AdministratorBachelor of ScienceChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Fidelity investments
Senior regional investment consultant, westlake, tx
Company:
Valic financial - Chicago, IL
Financial advisor

Skills

Recruitment, Risk management, Compliance, Personnel management, Strategic planning, Tactical...

Ira-ira Kisver Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorOperations ManagerVice President

Experience & Education

Work

Company:
Tiaa-cref
Senior financial services consultant
Company:
Smith barney - Dallas, TX
Financial advisor

Harold Calloway Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCollections SpecialistOwnerChief ExecutiveField RepresentativeCompliance OfficerComputer ConsultantIT ConsultantComputer Scientists

Experience & Education

Work

Company:
Cway23 computer repair
Owner/operator
Company:
Cardon healthcare network woodlands
Field representative/e.r. financial counselor

Duane Stice Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerCounselorAdvisor

Experience & Education

Work

Company:
Carlisle & gallagher consulting group - Farmers Branch, TX
Consultant
Company:
Guaranty bank / bbva compass bank - Plano, TX
Branch retail executive

Skills

Management, Project Leadership, Banking, Mortgage, Investments, MS Office Suite, Equator, AS400,...

David Jasinski Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerFinancial OfficerFinancial ManagerBachelor of Science

Experience & Education

Work

Company:
Jefferson wells international - Dallas, TX
Financial consultant
Company:
Febraury - Dallas, TX
Manager, financial planning & analysis, southwest region

Adam Drennan Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness Development ManagerManagerOperations ManagerPersonnel RecruiterPersonnel SpecialistRecruitment

Experience & Education

Work

Company:
Sni companies
Business development manager/recruiting manager
Company:
Self-employed
Financial advisor

Donna Snyder Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberAnalystSupervisorTeam MemberAnalystsManagers

Experience & Education

Work

Company:
Md buyline, inc - Dallas, TX
Associate analyst
Company:
Oklahoma state university - Tulsa, OK
Patient financial counselor supervisor

Charles Shumate Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales Representative

Experience & Education

Work

Company:
Usaa
Financial advisor
Company:
Td ameritrade - Fort Worth, TX
Financial sales broker

David Siegel Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisor

Experience & Education

Work

Company:
Nationstar
Financial/mortgage counselor

Brandon Reese Dallas, TX

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorPhilanthropeAdvisorNon-ProfitVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerMaster of ScienceDatabase Administration ProfessionalDatabase AdministratorSchool AdministratorEducational Manager

Experience & Education

Position:
Vice President Public Relations at Toastmasters International-Crefmasters Club, Retirement...
Title:
Retirement Consultant at TIAA-CREF
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Toastmasters International-Crefmasters Club - Lewisville, TXVice President Public Relationssince Nov 2012TIAA-CREF - Dallas/Fort Worth AreaRetirement Consultantsince Jun 2012
Skills:
Retirement Planning, Insurance Consulting, Series 7, Series 63, Series 66, Series 24, Property...
Financial Advisor at JPMorgan Chase

Sheila Kay Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerCustomer ServiceClient Service OfficerAdvertising ProfessionalAdvertising Sales AgentAgentSales RepresentativeTeam MemberCommunity ManagerManagersHostFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Title:
Experienced and Dedicated!
Location:
Lewisville, Texas
Industry:
Marketing and Advertising
Work history:
NuRock Management-Heritage Park Vista - Fort Worth, TxContractor-Marketing DirectorJan 2012 - Mar 2012Wow Vip Events - Carrollton, TxEvent SpecialistSep 2011 - Dec 2011
Languages:
Spanish
Intern/Financial Advisor Assistant at Merrill Lynch

Jarrod Atkinson Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativePolitical ConsultantPolitical ScientistChief EconomistTreasurerChairpersonCorporate ExecutiveChief ExecutiveManagement AnalystsFinancial OfficerFinancial ManagerCoordinatorRepresentativeManagersAppraiserFinance and Accounting SpecialistEstimatorFinancial AnalystAccounting BookkeeperBookkeeperMaster of Arts

Experience & Education

Position:
Operator at Liberty Oak Farms, LLC, Broker at Independent
Title:
Operator at Liberty Oak Farms
Location:
Dallas, Texas
Industry:
Information Services
Work history:
Liberty Oak Farms, LLC - Flower Mound, TXOperatorsince Apr 2013Independent Brokersince Jun 2012
Financial Advisor at Titan Securities

John Gerdes Dallas, TX

Professions & Specialties

Banking ProfessionalTellerFinancial Services ProfessionalFinancial Services Sales AgentBuilderConstruction SpecialistConstruction LaborerMarketing AdministratorBranch ManagerField Marketing SpecialistVice PresidentMarketing ManagerChief ExecutiveAdvertising ProfessionalAdvertising Sales AgentOperations ManagerBachelor of ScienceHigh School DiplomaMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPublicity WriterAuthorSales RepresentativeAdvisor

Experience & Education

Position:
Lender at Star Bank of Texas
Title:
Banking professional | Marketing enthusiast | Builder of high-performing teams
Location:
Dallas/Fort Worth Area
Industry:
Banking
Work history:
Star Bank of Texas Lendersince Sep 2012Citibank - Fort Worth, TXVP, Branch ManagerJul 2007 - Sep 2012
Languages:
Spanish
Certifications:
FINRA Series 7, 24, 31, 66
Texas Department of Insurance General Lines Agent
Financial Advisor at Morgan Stanley Smith Barney

Michelle Marschall Dallas, TX

Professions & Specialties

Financial ConsultantLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersPartnerChief ExecutiveHuman Resources SpecialistRecruitmentContract RecruiterTalent AgentAccount ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Resourcing Partner at Barclays
Location:
Dallas/Fort Worth Area
Industry:
Human Resources
Work history:
Barclays Resourcing Partnersince Jun 2013Caliber Funding - Irving, TXCorporate Recruiter - ContractAug 2012 - Jan 2013
Skills:
Applicant Tracking Systems, Talent Acquisition, Sourcing, College Recruiting, Technical Recruiting, ...
Financial Advisor Network,FAN,

Mike Goodenough Dallas, TX

Professions & Specialties

Loan OfficerLoan OfficersSenior BrokerFinancial ConsultantCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerCustomer ServiceCounselorAssistant ManagerComputer Operator SpecialistAdvisorManagersSales Account AssociateAccount RepresentativeSales ExecutiveLoan AccountantManagerChief Executive OfficerSales ManagerCorporate ExecutiveChief ExecutiveCommunity Service ManagerBachelor of Business AdministrationInformation Technology SpecialistSystems Support SpecialistSupport SpecialistsIT SpecialistGovernment Administration Professional

Experience & Education

Position:
Inbound Customer Service Rep at Mike Goodenough
Title:
Loan Officer at US Small Business Administration
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Mike Goodenough - Novo1Inbound Customer Service Repsince May 2013Unemployed UnemployedFeb 2013 - Apr 2013
Skills:
word, Outlook, Excel, Call Center, Credit, Mutual Funds, Microsoft Excel, Microsoft Word, Financial ...
Certifications:
series 7, FINRA
series 63, FINRA

Greg Toy Lewisville, TX

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentRepresentativeAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberManagerFounding MemberChairpersonOperations ManagerChief ExecutiveCustomer ServiceEquipment Tools Purchasing AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonBachelor of Business AdministrationHistorian

Experience & Education

Position:
Financial Representative at Fidelity Investments
Location:
Flower Mound, Texas
Industry:
Financial Services
Work history:
Fidelity Investments Financial Representativesince Apr 2012TD Ameritrade - Fort Worth, TXMutual Fund Analyst - Omnibus ReconciliationJun 2010 - Dec 2011
Financial Advisor at AXA Advisors

Shalonda Stagg Lewisville, TX

Professions & Specialties

Financial Services Sales AgentCoordinatorManagers

Experience & Education

Work

Company:
Us ren care - Plano, TX
Intake coordinator
Company:
Texas presbyterian hospital of flower mound - Flower Mound, TX
Er registrar

Gene Fletcher Dallas, TX

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Retirement Consultant at TIAA-CREF
Location:
Dallas, Texas
Industry:
Investment Management
Work history:
TIAA-CREF - Lewisville, TXRetirement Consultantsince Apr 2011JPMorgan Chase Licensed Personal BankerDec 2009 - Apr 2011
Financial Advisor at Edward Jones

Jeremiah Hansen Lewisville, TX

Professions & Specialties

Financial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Wells fargo bank
Senior business relationship manager
Company:
Fidelity investments - Westlake, TX
Investment specialist

Stephen Andrews Dallas, TX

Professions & Specialties

Managing PartnerOwnerPartnerChief ExecutiveCashierFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Cashier at 1st Global, Owner at Social Apex
Title:
Managing Partner at Social Apex LLC
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
1st Global - Dallas/Fort Worth AreaCashiersince Apr 2013Social Apex - Dallas TexasOwnersince Apr 2012
Certifications:
Series 7
Group 1
Financial Advisor at Armor Wealth Management,Sole..

Deborah Siefkin Dallas, TX

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerGlazierCertified Nurse AideNurseNurse PractitionerOperations ManagerDirector of OperationsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of ScienceBachelor of ScienceHuman Resources SpecialistTraining and DevelopmentRecruitmentEducational DesignerSales RepresentativeManagers

Experience & Education

Position:
REALTOR at Glazier Group Texas Realty
Location:
Dallas/Fort Worth Area
Industry:
Real Estate
Work history:
Glazier Group Texas Realty - Denton, TXREALTORsince Apr 2013ReMax North Denton, Argyle & Hickory Creek, TX - Argyle, TXREALTORSep 2012 - Mar 2013
Skills:
Real Estate, Real Estate Transactions, New Home Sales, First Time Home Buyers, Listings,...
Financial Advisor at EDWARD JONES INVESTMENTS

Rob Kucenski Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentArchitectInformation Technology SpecialistIT SpecialistSupporting MemberTeam MemberProgrammerComputer ProgrammerComputer Software ProfessionalSoftware DeveloperSoftware DevelopersAnalystCounselorAnalystsAdvisorAgentSales RepresentativeRefereeJudgeBachelor of ScienceHospital Care ProfessionalHealth ProfessionalHealth PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Senior Integration Architect at Phytel, Inc.
Title:
Integration Architect at Phytel
Location:
Flower Mound, Texas
Industry:
Information Technology and Services
Work history:
Phytel, Inc. - Dallas/Fort Worth AreaSenior Integration Architectsince Feb 2009Pariveda Solutions - Dallas/Fort Worth AreaAssociateSep 2008 - Feb 2009

Maria Cpa Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorManagerDirectorOperations ManagerFinancial OfficerFinancial ManagerFinancial AnalystBachelor of Science

Experience & Education

Work

Company:
Mcdonald's corporation
Consumer and business insights manager
Company:
Charter communications - Fort Worth, TX
Finance director

Skills

Financial Planning & Analysis, Budgeting and Forecasting. Monthly General Ledger Close Process...

Monique Mckneely Lewisville, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBillerAnalystAnalystsCash Application SpecialistBilling CoordinatorBilling RepresentativePosting ClerkStudent Admissions ClerkExecutive Office ProfessionalClerical SpecialistSurgeonSurgical SpecialistDruggistPharmacistClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Dallas medical center
Cash poster
Company:
Medsynergies/physician services/medical edge - Irving, TX
Medical claims biller ar/operations support analyst

Skills

ICD-9, CPT and Medical Terminology Excellent Interpersonal and Phone Skills, Coding and Billing of...

Maria Rosales Lewisville, TX

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorSenior Finance ManagerOperations ManagerFinancial OfficerFinancial ManagerBachelor of Science

Experience & Education

Work

Company:
Charter communications
Finance director
Company:
Time warner cable
Senior finance manager

Skills

Financial Planning & Analysis, Budgeting and Forecasting. Monthly General Ledger Close Process...

Sean Mcintyre Lewisville, TX

Professions & Specialties

Systems ManagerComputer Systems AdministratorCredit AnalystLoan AccountantManagerOperations ManagerProject ManagersPlannerLeaderProject ManagerManagers

Experience & Education

Work

Company:
Monitronics international - Dallas, TX
Operations & financial systems manager
Company:
Federal home loan bank of dallas - Irving, TX
Senior credit analyst

Skills

Level 1 CFA Candidate - Advanced to expert user of Microsoft Office Suite (Word, Excel, Access...

Peggy Streeter Dallas, TX

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberLoan AccountantPsychologistPsychology Specialist

Experience & Education

Position:
Funding Associate at Santander Consumer USA Inc.
Title:
Automotive Financial Services
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Santander Consumer USA Inc. - Lewisville, TXFunding Associatesince Aug 2012Fidelity Investments Customer Support Services - 401KSep 2010 - May 2012
Working to become an independent financial advisor



Financial Consultants near Lewisville, TX07631,5262,2893,0523,815DallasFort WorthPlanoIrvingFriscoGarlandDentonCarrolltonGrapevineRichardson