Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in Texas

Financial Consultants in Plano, TX

Find a professional & check records

Here is a complete list of most professional Financial Consultants in Plano, TX.

Be sure to search other states near here to get the histories of more people.

The Trustoria Directory provides everyone with all the information needed to know the right service provider for any need.

177 results found

Chase Laferney Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founder • Marketing Director • Partner • Founding Member • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Arts • Student Worker

Experience & Education

Position:
Financial Analyst at Pizza Hut
Location:
Plano, Texas
Industry:
Food & Beverages
Work history:
Pizza Hut - Plano, TXFinancial Analystsince Oct 2012Merrill Lynch - Dallas, TXFinancial AdvisorJun 2011 - Oct 2012
Languages:
Spanish
Full Profile

Aaron Gerstman Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chief Administrative Officer • Financial Officer • Financial Manager • Chief Executive • Fabricator • Installer • Advisor • Production Worker • Installation Expert • Service Technician • Maintenance and Repair Worker • Controller • Operations Manager • Investor • Construction • Certified Public Accountant • Accounting Analyst • Accounting Bookkeeper • Bookkeeper • Certified Medical Assistant • Medical Assistant • Healthcare Support • Master of Business Administration • Bachelor of Business Administration • Information Technology Specialist • IT Specialist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Recruitment

Experience & Education

Position:
CFO at Empire Countertops, LLC.
Title:
CFO at Empire Countertops, LLC
Location:
Dallas/Fort Worth Area
Industry:
Building Materials
Work history:
Empire Countertops, LLC. - Pilot Point, TXCFOsince Jul 2012Gerstman Consulting - Dallas, TXFinancial Consultant and AdvisorJan 2012 - Jul 2012
Skills:
Strategic Planning, Strategic Financial Planning, Staff Development, Financial Planning,...
Full Profile

Michael Strube Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Entertainment Professional • Entertainer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Certified Auditor • Financial Compliance Examiner • Auditor • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Bachelor of Business Administration • Hospital Care Professional • Health Professional • Health Practitioner • Computer Systems Administrator • Systems Support Specialist • Support Specialists

Experience & Education

Title:
CPA and Financial Professional
Location:
Dallas/Fort Worth Area
Industry:
Accounting
Work history:
RS Furnishings - Jersey City, NJFinancial ConsultantMar 2009 - Dec 2012Viacom - New York, NYVice President, Technology FinanceJun 1999 - Dec 2008
Certifications:
Certified Public Accountant
Full Profile

David Willson Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Chief Human Resources Officer • Personnel Administrator • HR Manager • Security • Certified Public Accountant • Financial Officer • Financial Manager • Operations Manager • Advisor • Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Science • Bachelor of Science • Massage Therapy • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Morgan Stanley - Plano, TXFinancial Advisorsince Nov 2012NorthPark Management Company - Dallas, TXControllerSep 2011 - Mar 2013
Full Profile

Fred Funchess Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Business Administrator • Supporting Member • Organization Management • Managers • Team Member • Human Resources Specialist • Recruitment • Bachelor of Science • Manager • Operations Manager • Project Managers

Experience & Education

Position:
VALIC- Provides an array of innovative products and services to suit individual client's needs at...
Title:
Financial Advisor at VALIC
Location:
Plano, Texas
Industry:
Financial Services
Work history:
VALIC - Dallas/Fort Worth AreaVALIC- Provides an array of innovative products and services to suit individual client's needssince Mar 2011VALIC Financial AdvisorMar 2011 - Jan 2012
Full Profile

Heather Tippett Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Marketing Administrator • Advertising Sales Agent • Marketing Manager • Brand Planner • Senior Online Leader • Brand Representative • Internet Marketing Manager • Team Leader • Partner • Operations Manager • Chief Executive • Sales Agent • Sales Representative • Recruitment • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Managers

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Dallas/Fort Worth Area
Industry:
Marketing and Advertising
Work history:
Edward Jones - McKinney, TXFinancial Advisorsince Mar 2013Dallas Human Resource Management Association, Inc. - Dallas, TXConference Services & Marketing ManagerFeb 2013 - Mar 2013
Languages:
French
Full Profile

Ronald Brown Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Contractor • Independent Contractor • Army Lieutenant Colonel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Business Analyst • Analyst • Analysts • Owner • Director • Partner • Chief Executive • Operations Manager • Master of Business Administration • Sales Representative • Builder • Construction Specialist • Construction Laborer • Geoscientist • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial/Investment Advisor Representative at MassMutual Financial Group, DFW
Title:
Financial/Investment Advisor Representative at MassMutual Financial Group DFW
Location:
Plano, Texas
Industry:
Financial Services
Work history:
MassMutual Financial Group, DFW Financial/Investment Advisor Representativesince Dec 2012SPSC & MET LIFE - Dallas/Fort Worth AreaFinancial Services Representative/Independent ContractorMay 2012 - Dec 2012
Certifications:
Class I/Series 1454 Life/Health/HMO/Insurance Broker Lic, State Of TX
Series 6 Variable Securities, V-Insurance & V-Annuities Registration, FINRA/NASAA
Full Profile

Seth Grossman Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Board Member • Treasurer • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Region Manager • Bachelor of Arts • Advisor • Analyst • Analysts • Area Manager • Managers • Technical Specialist • Technical Support Specialists • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Director of Finance at Homestyle Dining Co. LLP
Location:
Dallas/Fort Worth Area
Industry:
Food & Beverages
Work history:
Homestyle Dining Co. LLP - Plano, TXDirector of Financesince Apr 2011Charter School Consultant - Athens, Georgia AreaCharter School Financial ConsultantOct 2010 - Apr 2011
Full Profile

Jonathan Willson Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Construction • Customer Service • Supporting Member • Advisor • Managers • Team Member • Psychologist • Master of Science • School Administrator • Educational Manager • Banking Manager • Financial Officer • Financial Manager • Chief Executive • IT Analyst • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Morgan Stanley - Plano, TXFinancial Advisorsince Feb 2013AmericanWest Bank - La Jolla, CARelationship ManagerOct 2011 - Feb 2013
Skills:
Bridge, Asset Based Lending, Credit, Banking, Finance, Risk Management, Financial Analysis,...
Full Profile

Owen Scales Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Master of Science • Automotive Specialist • Automotive Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Sales at Boardwalk Porsche
Title:
Sales at Porsche of Plano
Location:
Plano, Texas
Industry:
Automotive
Work history:
Boardwalk Porsche Salessince 2011Morgan Stanley Smith Barney Financial Advisor2007 - 2009
Full Profile

Christopher Warwick Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Market Manager • Financial Officer • Financial Manager • Region Manager • Counselor • Area Manager • Managers • Advisor • Bachelor of Arts

Experience & Education

Work

Company:
Name of healthcare provider to remain confidential - Plano, TX
Controller
Company:
Rhi management resources & independent consultant (1099) - Dallas, TX
Senior financial consultant

Skills

Forecast, Budget, Financial Statement Preparation, Audit Planning, Audit Execution, Audit Review
Full Profile

Jim May Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Representative • Owner • Marketing Director • Chief Executive • Operations Manager • Corporate Executive • Bachelor of Business Administration • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Account Executive at Davidson Insurance Services
Location:
Dallas/Fort Worth Area
Industry:
Retail
Work history:
Davidson Insurance Services Account Executivesince Jun 2012Morgan Stanley - Dallas/Fort Worth AreaFinancial AdvisorMar 2011 - Nov 2011
Full Profile

Simone Fuller Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Clerk • Customer Service Supervisor • Office Assistant • Business Administrator • Clerical Specialist • Office Clerk • Psychologist • Operations Manager • Customer Service • Supervisors • Psychology Specialist

Experience & Education

Work

Company:
Medsynergies
Patient financial counselor
Company:
Wellpoint, inc. (unicare) - Plano, TX
Team lead-hmo
Full Profile

Kenneth Young Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction • Managers • Model • Graphic Design Specialist • Graphic Designer • Program Director • Sales Representative • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Life Insurance Agent at Transamerica, Consultant at TRANSAMERICA LIFE
Title:
Financial Consultant For Individuals and Business at Transamerica Financial Advisors
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Transamerica - Plano, TexasLife Insurance Agentsince Nov 2011TRANSAMERICA LIFE - Plano, TXConsultantsince May 2011
Full Profile

Melissa Shanhouse Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Agent • Sales Agent • Retail Professional • Sales Representative • Retail Salesperson • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Branch Manager at S G Long and Company
Title:
at S. G. Long and Company
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
S G Long and Company - Plano, TXBranch Managersince Mar 2013Edward Jones Financial AdvisorFeb 2011 - Mar 2013
Skills:
Series 7, Series 66, Insurance, Wealth Management, Uniform Combined State Law, Series 9, Series 10, ...
Full Profile

Mike Nettleton Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Plano, Texas
Industry:
Investment Management
Work history:
Morgan Stanley - One Legacy Circle, Plano, TXFinancial Advisorsince 2008Merrill Lynch - Plano, TXFinancial Advisor2000 - 2008
Full Profile

Jia Qin Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Software Developers • Researcher • Survey Researcher

Experience & Education

Work

Company:
Bank of china - Qinzhou
Financial analyst
Company:
Rural credit cooperative of china - Guigang, China
Financial consultant

Skills

Languages: Visual FoxPro, Microsoft Access, and Visual C++. Packages: Proficient in SPSS,...
Full Profile

Omair Mirza Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Bachelor of Science

Experience & Education

Work

Company:
Car audio distributors
Financial analyst
Company:
Wells fargo advisors - Plano, TX
Financial advisor

Skills

Financial Reporting and Analysis, Financial Modeling, Financial Planning and Forecasting, Wealth...
Full Profile

Dale Godboldo Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Business Administration • Chief Executive

Experience & Education

Work

Company:
Affordable life plans
Financial advisor
Company:
Valic financial services
Financial advisor
Full Profile

Xiao Shang Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
University of science and technology
Assistant to financial advisor
Company:
Hongkong yongming trade company
Supporting marketing
Full Profile

Crystal Hahn Plano, TX

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Chairperson • Chief Executive Officer • Chief Operating Officer • Chief Information Officer • Technology Director • Vice President • Director • Chief Executive • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Technology Manager • Technical Managers • Doctor of Medicine • High School Diploma • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Adviser at Merrill Lynch
Title:
Financial Advisor, The HGG Group at Merrill Lynch
Location:
Plano, Texas
Industry:
Investment Management
Work history:
Merrill Lynch - 6836 Dallas Pkwy, 3rd Floor, Plano, TX 75024Financial Advisersince Jun 2011Nationwide Insurance/Frisco Insurance Agency Insurance Agent2001 - 2011
Skills:
Insurance, Series 7, Management, Marketing, Strategic Financial Planning, CRM, Investments, Wealth...
Full Profile

Dylan Grayson Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
Ameriprise financial
Financial advisor
Full Profile

Michael Miller Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Bachelor of Science • Operations Manager • Project Managers

Experience & Education

Work

Company:
Frontier oil field services - Dallas, TX
Controller
Company:
Verizon
Financial consultant
Full Profile

Ryan Strong Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Carlisle & gallagher consulting, inc
Financial consultant
Full Profile

Shawn Wang Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Compliance Officer • Construction • Bank Examiner • Finance and Accounting Specialist • Auditor • Accounts Receivable Clerk • Financial Compliance Examiner • Accounting Bookkeeper • Bookkeeper • Accounts Receivables Specialist • Accounts Receivable • Director of Quality Control • Compliance Manager

Experience & Education

Position:
Financial Advisor and Compliance Officer at Sethi Financial Group, INC.
Title:
Financial Advisor and Compliance Officer
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Sethi Financial Group, INC. - 101 E Park, Plano, TX, 75074Financial Advisor and Compliance Officersince Jun 2012WORLD-SOUND Certified Public Accountants - Tianjin, ChinaAuditorMar 2010 - Jun 2010
Full Profile

Kurt Poetschke Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Investor • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at Turtle Creek Financial Group, Independent Agent at Aflac
Title:
Financial Advisor
Location:
Plano, Texas
Industry:
Insurance
Work history:
Turtle Creek Financial Group - Dallas/Fort Worth AreaFinancial Advisorsince Jan 2011Aflac - PlanoIndependent Agentsince Oct 2010
Full Profile

Andy Bennett Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Chief Executive

Experience & Education

Position:
Associate Financial Consultant at Charles Schwab
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Charles Schwab - Plano, TXAssociate Financial Consultantsince Feb 2013Merrill Lynch Financial AdvisorJun 2011 - Dec 2012
Skills:
Strategic Financial Planning, Investments, Financial Analysis
Full Profile

Matthew Herleman Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Shop Manager • Sales Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor
Location:
Plano, Texas
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Jul 2011Wells Fargo Store ManagerOct 2009 - Jul 2011
Full Profile

Farhana Popatia Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Medical Practice Professional • Medical Practitioner • Posting Clerk • Biller • Surgical Specialist • Analysts • Secretary • Health Professional • Health 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
Full Profile

Kevin Hinckley Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Psychologist • Family Practitioner • General Practitioner • Chairperson • Chief Executive • Psychology Specialist • Physician

Experience & Education

Position:
Licensed Professional Counselor at CoveFort Counseling
Title:
Professional Counselor
Location:
Dallas/Fort Worth Area
Industry:
Individual & Family Services
Work history:
CoveFort Counseling - 2121 W. Spring Creek, Ste 203, Plano, Texas 75023Licensed Professional Counselorsince Mar 2008Hinckley Moritiz and Assoc PresidentNov 1999 - Mar 2007
Languages:
British
Senior Financial Counselor and Advisor
Full Profile

Johnny Kang Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at E*TRADE Financial
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
E*TRADE Financial - Dallas/Fort Worth AreaFinancial Consultantsince Jul 2013Merrill Lynch - Dallas, TXFinancial AdvisorOct 2010 - Jul 2013
Full Profile

Irene Shen Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director-Senior Financial Advisor at Civitas Wealth Management
Title:
Senior Financial Advisor at Civitas Wealth Management
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Civitas Wealth Management - Plano TXDirector-Senior Financial Advisorsince Aug 2011Charles Schwab & Co., Inc. VP- Financial ConsultantAug 2002 - Jul 2011
Full Profile

Indu Sardeshpande Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Owner • Financial Director • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Owner at Indu Sardeshpande, Independant Financial Consultant
Title:
Indu Sardeshpande, Independent Financial Consultant
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Indu Sardeshpande, Independant Financial Consultant - Dallas/Fort Worth AreaOwnersince Oct 2011Frito-Lay - Plano, TXGroup Finance ManagerOct 2003 - Oct 2011
Full Profile

Gregory Ware Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Assistant Branch Manager • Vice President • Chief Executive • Business Unit Manager • Business Administration Specialist • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President/Assistant Branch Manager at Chase Bank
Title:
Financial Professional
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Chase Bank - Plano, TXAssistant Vice President/Assistant Branch Managersince Aug 2011Merrill Lynch Financial Advisor2008 - 2010
Skills:
Sales, Finance, Customer Service, Access, Leadership, Process Improvement, Microsoft Office,...
Full Profile

Lorin Riskind Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Counselor • Chairperson • Chief Executive • Army Specialist • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Global Vision Wealth Management, LLC
Title:
*Business & Personal Retirement Plans *401k Plans *Wealth Management *Financial Advisor
Location:
Plano, Texas
Industry:
Financial Services
Work history:
Global Vision Wealth Management, LLC Presidentsince Sep 2009Bank of Texas Investment Center Senior Financial ConsultantSep 2006 - Sep 2009
Full Profile

James Tumukuratiire Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Accountant • Accounts Payable • Accounts Payable Specialist • Controller • Account Manager • Board Member • Management Team Executive • Operations Manager

Experience & Education

Position:
Chief Accountant at Global Electro-comm. International, Inc
Title:
Chief Accountant
Location:
Dallas/Fort Worth Area
Industry:
Telecommunications
Work history:
Global Electro-comm. International, Inc Chief Accountantsince Jan 2006Kay Telecom Inc., - Plano, TXControllerJan 1996 - Dec 2006
Financial Advisor to the board of Directors
Full Profile

Robert Mcmeen Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Director • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President / Financial Advisor at Morgan Stanley
Title:
Senior Vice President / Financial Advisor - Morgan Stanley
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Morgan Stanley - Plano, TXSenior Vice President / Financial Advisorsince Mar 2000
Full Profile

Larry Fousie Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Technical Specialist • Technical Support Specialists • Sales Representative • Operations Manager

Experience & Education

Position:
Financial Advisor at LPL Financial, Disclosures at LPL Financial
Title:
Financial Advisor at LPL Financial
Location:
Dallas, Texas
Industry:
Financial Services
Work history:
LPL Financial - Carrollton, TXFinancial Advisorsince Dec 2011LPL Financial - Carrollton, TXDisclosuressince Dec 2011
Full Profile

David Cary Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
First Vice President, Financial Advisor - Wealth Management at Morgan Stanley
Location:
Plano, Texas
Industry:
Financial Services
Full Profile

Joe Sircely Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Plano, TXFinancial Advisorsince Sep 2009
Full Profile

Jay Riha Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
Technical Consultant at Contek Solutions LLC
Location:
Plano, Texas
Industry:
Oil & Energy
Work history:
Contek Solutions LLC Technical Consultantsince May 2011UBS - DallasFinancial AdvisorDec 2003 - Nov 2006
Full Profile

Kelly Sculpher Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor, Edward Jones
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Edward Jones - Plano, TXFinancial Advisorsince Feb 2008Bloomberg L.P. Corporate Bond AnalystAug 1998 - Sep 2007
Skills:
Retirement Planning, Mutual Funds, Wealth Management, Marketing, Estate Planning, Investments,...
Full Profile

Mark Trewitt Plano, TX

Professions & Specialties

Financial Consultant • Certified Financial Planner • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Managing Partner • Partner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Underwriter

Experience & Education

Position:
Managing Partner at Integrated Financial Solutions Group
Location:
Plano, Texas
Industry:
Financial Services
Work history:
Integrated Financial Solutions Group - Plano, TxManaging Partnersince Jan 2006
Full Profile

Rosana Zielke Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Respiratory Therapist • Certified Respiratory Therapist • Health Practitioner

Experience & Education

Position:
Independent Financial Advisor. Owner of CA TAX Advantage & Insurance. at CA Tax Advantage & ...
Title:
Financial Advisor at ZR Retirement Insurance
Location:
Plano, Texas
Industry:
Financial Services
Work history:
CA Tax Advantage & Insurance Independent Financial Advisor. Owner of CA TAX Advantage & Insurance.since 2005Baylor Health Care System Respiratory therapist2007 - 2011
Languages:
Russian
Full Profile

Ron Johnson Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Senior Vice President | Financial Advisor at Morgan Stanley
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Morgan Stanley - Plano, TXSenior Vice President--Investments Financial AdvisorMar 2005 - 2013Smith Barney - McKinney, TXSenior Vice President--Investments Financial AdvisorAug 2001 - Mar 2005
Full Profile

Kyle Merino Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Systems Architect • Software Developers

Experience & Education

Position:
Financial Advisor at Martin Financial Consulting Group of Wells Fargo Advisors, LLC
Title:
Financial Advisor at the Martin Financial Consulting Group of Wells Fargo Advisors, LLC
Location:
Dallas, Texas
Industry:
Financial Services
Work history:
Martin Financial Consulting Group of Wells Fargo Advisors, LLC - Dallas, TXFinancial Advisorsince Jan 2012Raytheon - Plano, TXSystems EngineerSep 2009 - Dec 2011
Full Profile

Chris Resop Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Manager • Operations Manager • Production Director • Production Manager • Production Supervisor • Business Administrator • Bachelor of Science • Account Manager • Sales Representative

Experience & Education

Work

Company:
Richardson bike mart
Financial consultant
Company:
Trek bicycle corporation - Waterloo, WI
Corporate credit and collection manager
Full Profile

Qiana Kenney Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Deputy Manager • Chief Executive • SAP Consultant • IT Consultant • Business Consultant • Advisor • Operations Manager • Researcher • Survey Researcher • Lecturer • Postsecondary Teacher • Student Worker

Experience & Education

Work

Company:
Mckesson
Sap consultant
Company:
Planned parenthood
Business/financial consultant

Skills

MS Word, MS Excel, MS PPT, MS Access, EPIC, Visio, SPSS, STRATA, EPIC, IDX, GE Centricity,...
Full Profile

Keith Sroya Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Sales Person • Sales Representative • Counselor • Advisor • Corporate Executive • Chief Executive • Marketing Manager • Master of Business Administration • Associate of Science • Recruitment • Brand Representative

Experience & Education

Work

Company:
Phoenix insurance group
Sales consultant
Company:
Rekerdres & associates
Finacial consultant

Skills

Inventory Management, Project Management, HR, Training of employees, Profit & Loss analysis....
Full Profile

Greg Hornok Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Branch Director - Private Client Group at RBC Wealth Managment, Financial...
Title:
Financial Consultant at RBC Wealth Managment
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
RBC Wealth Managment - Plano, TXVice President - Branch Director - Private Client Groupsince Jan 2009RBC Wealth Management Financial Consultantsince 2009
Full Profile


Financial Consultants near Plano, TX07631,5262,2893,0523,815DallasIrvingFriscoLewisvilleGarlandCarrolltonRichardsonMcKinneyAddisonMesquite