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Financial Consultants in Richardson, TX

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40 results found

Tim Flannery Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Business Intelligence Professional • Security • Team Member • Business Consultant • Advisor • Human Resources Specialist • Recruitment • Senior Director • Vice President • Director • Senior Manager • Chief Administrative Officer • Chief Executive Officer • Corporate Executive • Chief Information Officer • Partner • Program Director • Senior Project Manager • Operations Manager • Chief Executive • Technology Director • Technology Manager • Technical Managers • Project Managers • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Author • Promoter • Technical Support Specialist • Information Technology Specialist • Computer Software Professional • Systems Support Specialist • Support Specialists • IT Specialist • Software Developers • Mathematics • Mathematician • Hospital Care Professional • Health Professional • Health Practitioner • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Edward Jones, Officer at US Navy Reserve
Title:
Financial Advisor at Edward Jones
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Edward Jones - McKinney, TXFinancial Advisorsince Jan 2013US Navy Reserve - Information Dominance Corps, NAS JRB Fort Worth, TXOfficersince Apr 2011
Skills:
Six Sigma, Business Analysis, Call Center, Customer Satisfaction, Teamwork, Operations Management,...
Languages:
Spanish, French, Chinese
Full Profile

Michael Tannery Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Co-Founder • Vice President • Corporate Executive • Chief Executive • Founder • Founding Member • Blogger • Authoress • Author • Speaker • Advisor • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO at Tannery & Company Wealth Management
Title:
CEO, Blogger, Speaker, 5 Star Wealth Advisor, Financial Life Planning, Divorce Advisor, Native Texan, and fitness junkie
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Tannery & Company Wealth Management - Richardson, TXCEOsince Dec 2001Wachovia Securities, LLC Sr. Vice President – Financial AdvisorAug 1998 - Dec 2001
Skills:
Strategic Planning, Insurance, Financial Planning, Public Speaking, Investment Management,...
Full Profile

Mario Ledezma Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Repossessor • Assistant Manager • Technician • Managers • Technical Specialist • Technical Support Specialists • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Xerox corporation
Cash administrator
Company:
Essential staffing professionals, inc - Dallas, TX
Financial counselor

Skills

Bilingual (Spanish-English)
Full Profile

Harry Wallace Richardson, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Architectural Drafter • Civil Drafter • Drafter • Entertainer

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Richardson, Texas
Industry:
Financial Services
Work history:
Edward Jones - Richardson, TXFinancial Advisorsince Dec 2011Sargent & Lundy Structural Drafter 2Apr 2005 - Jul 2009
Full Profile

Anthony Acosta Richardson, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive Officer • Owner • Chief Executive • Operations Manager • Corporate Executive • Finance and Accounting Specialist • Accounts Receivable • Accounting Bookkeeper • Bookkeeper • Underwriter • Inspector • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President at Triumph Commercial Finance, LLC
Location:
Richardson, Texas
Industry:
Financial Services
Work history:
Triumph Commercial Finance, LLC - Dallas, TXVice Presidentsince Jun 2012Acosta Financial Consultants, LLC - 2432 Fairway Dr., Richardson, TX 75080Managing Director/OwnerFeb 2012 - Jul 2012
Skills:
Factoring Underwriting, Field Exams for Asset Based and Factoring Lending, Factoring: Client and...
Full Profile

Mark Liang Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor Associate at JP Morgan Securities
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
JP Morgan Securities - Richardson, TXFinancial Advisor Associatesince Jun 2011Liang Financial Services Wealth Preservation and Insurance AdvisorJan 2010 - Jun 2011
Full Profile

Danny Blevins Dallas, TX

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor, CFP® at Ameriprise Financial
Title:
Financial Advisor, CFP®
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Ameriprise Financial - 3600 Shire Blvd., Suite 200, Richardson, Tx. 75082Financial Advisor, CFP®since May 1992
Full Profile

Larry Deramus Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Chairperson • Owner • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Pilot • Air Transportation Worker

Experience & Education

Position:
Owner & President at DeRamus Wealth Management
Title:
Founder and President @ DeRamus Wealth Management LLC
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
DeRamus Wealth Management - 508 Twilight Trail, Ste. 99, Richardson, 75080Owner & Presidentsince Jan 1995VSR Financial Services Independent Financial Advisor2000 - 2008
Full Profile

Derwood Winfree 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 Investment Professionals, Inc.
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Investment Professionals, Inc. - Richardson, TXFinancial Advisorsince May 2011Level 4 Financial Independent Financial ServicesFeb 2008 - Apr 2011
Skills:
Retirement Plans, Retirement Planning, Advisory Services
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

John Onufreiczuk Dallas, TX

Professions & Specialties

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

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
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

John Jordan Richardson, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Implementation Manager • Managers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • IT Specialist

Experience & Education

Position:
Implementation Manager at Verizon
Location:
Richardson, Texas
Industry:
Telecommunications
Work history:
Verizon - Richardson, TXImplementation Managersince May 2011Verizon - Tulsa, OklahomaFinancial Consultant – Credit and CollectionNov 2005 - May 2011
Full Profile

Rick Pittson Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Manager • Production Manager • Graphic Design Professor • Graphic Design Professors • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Electronics Engineer • Department Store Salesperson • Retail Professional • Retail Salesperson • Network Administrator • Team Member

Experience & Education

Position:
Asst Branch Manager at JPMorgan Chase
Title:
Financial & Appraisal Services
Location:
Dallas/Fort Worth Area
Industry:
Real Estate
Work history:
JPMorgan Chase - Dallas, TXAsst Branch Managersince 2005American Express Financial Advisors - Richardson, TXFinancial Advisor2003 - 2005
Certifications:
USPAP Appraisal Exam
NASD Series 7 & 66 Licenses
Full Profile

Silveria Hufstedler Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Business Administration • Information Technology Specialist • IT Specialist • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at LPL Finanical
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
LPL Finanical - 2435 North Central Expressway Suite 1200 Richardson Tx 75080Financial Advisorsince Jun 2012Edward Jones - Richardson TexasFinancial AdvisorJan 2007 - Jun 2012
Full Profile

Robert Cfp Richardson, TX

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager

Experience & Education

Work

Company:
Avondale wealth management
Director of financial planning
Company:
The ayco company, a goldman sachs company - Dallas, TX
Financial planner
Full Profile

David O'neill Richardson, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Founder • Manager • Founding Member • Chief Executive • Operations Manager • Compliance Manager • Financial Manager • Bachelor of Business Administration • Software Developers

Experience & Education

Work

Company:
O'neill financial group
Financial advisor / founder
Company:
Wells fargo advisors
Regional manager banking services

Skills

Key Skills: Passion for creating customer value and loyalty, high performing work teams, and...
Full Profile

Larry Boggs Dallas, 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

Position:
Financial Advisor - Vice President at Ameriprise Financial
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Ameriprise Financial - 801 E. Campbell Road, Suite 250 Richardson, Tx 75081Financial Advisor - Vice Presidentsince Jul 2009
Full Profile

Aaron Dunn Dallas, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Executive • Account Service Manager • Client Service Officer • Counselor • Advisor • Account Manager • Manager • Sales Manager • Operations Manager • Marketing Manager • Model • Advertising Professional • SEO Specialist • Advertising Sales Agent • Web Marketer • Customer Service • Sales Agent • Sales Representative • Entrepreneur • Independent Contractor • Printing Supervisor • Management Analyst • Analysts • Managers • Contractor • Print Worker • Inspector • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • Project Managers • Brand Representative • IT Analyst • Information Systems Analyst • Information Technology Specialist • IT Specialist • State Inspector General • Selectman • City Manager • Civil Servant • State Inspector • Bachelor of Business Administration • Training and Coaching Professional • Education Professional • Instructor • Professional Development Teacher • Jurist • Legal Counsel • Sports Trainers

Experience & Education

Position:
Consumer Marketing at Social Commerce Startup (Currently in Stealth Mode), Account Executive at...
Title:
Technology Sales Executive & Consultant | Social Media Strategist | Startup Enthusiast | Master Networker & Connector
Location:
Dallas, Texas
Industry:
Marketing and Advertising
Work history:
Social Commerce Startup (Currently in Stealth Mode) - DallasConsumer Marketingsince Dec 2012Ogilvie Innovations - Dallas, TxAccount Executivesince Oct 2012
Skills:
Business Requirements Definition, Functional Requirements Definition, Technical Design, Test...
Certifications:
Series 7
Series 66
Financial Advisor at Edward Jones
Full Profile

Dana Schulz Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Police • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retirement Planning and Financial Services at Dana Schulz Financial Services
Title:
Financial Planner, Retirement Consultant, Dallas, Tx
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Dana Schulz Financial Services - Richardson, TxRetirement Planning and Financial Servicessince Feb 2007
Skills:
Financial Planning, Retirement, Problem Solving, Public Speaking, Strategic Planning, Strategic...
Internet Marketing for the Financial Advisor by AdvisorWorld
Full Profile

Maria Luspo Dallas, TX

Professions & Specialties

Financial Director • Program Director • Financial Officer • Financial Manager • Project Managers • Operations Manager • Counselor • Project Manager • Contractor • Construction • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Model • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Technical Managers • Health Professional • Health Practitioner

Experience & Education

Position:
Director of Finance - Reporting Analytics at Transplace (Timberhorn Consultant)
Title:
Director of Finance - Reporting Analytics at Transplace
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Transplace (Timberhorn Consultant) - Frisco, TXDirector of Finance - Reporting Analyticssince Apr 2013AIG, American Insurance Group - Ft. Worth, TexasSr. Project Manager - Finance Manager (ATOS Contractor)May 2012 - Mar 2013
Financial Consultant
Full Profile

Simon Martin Dallas, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Founder • Chairperson • Corporate Executive • Chief Executive • Founding Member • Agent • Sales Agent • Sales Representative • General and Operations Manager • Director of Operations • Operations Manager • Partner • Senior Customer Service Representative • Client Service Officer • Investor • Juris Doctor • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Managing Director at White Rock Advisors, LLC, Founder / President at SIM Consulting, LLC
Title:
Managing Director at White Rock Advisors, LLC
Location:
Dallas/Fort Worth Area
Industry:
Capital Markets
Work history:
White Rock Advisors, LLC - Richardson, TXManaging Directorsince Aug 2010SIM Consulting, LLC Founder / Presidentsince Jan 2010
Skills:
Mergers, Market Planning, Investments, Hedge Funds, Equities, Investment Banking, Portfolio Management
Financial Consultant at Merrill Lynch
Full Profile

Angela Chen Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Apprentice • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Office Runner • Team Member • Courier • Appraiser • Estimator • Financial Analyst • Certified Pharmacy Technician • Druggist • Pharmacist • Deputy Manager • Chief Executive • Recruitment • Master of Business Administration • Aerobics Instructor • Group Fitness Instructor • Health and Fitness Teacher • Sports Trainer • Sports Trainers • Property Manager • Real Estate Manager

Experience & Education

Position:
Executive Assistant at Encore Enterprises
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Encore Enterprises - Dallas/Fort Worth AreaExecutive Assistantsince Jun 2013North Texas RCIC - Richardson, TXInternOct 2012 - Feb 2013
Skills:
Yoga instructor, Business in China, Public Relations, Excel, Microsoft Office, Economics, Access,...
Languages:
Chinese, English
Intern as Assistant Financial Advisor at AXA Advisors
Full Profile

Alicia Yoder Dallas, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Customer Service • Client Service Officer • Supporting Member • Representative • Technician • Business Analyst • Team Member • Technical Specialist • Technical Support Specialists • Analyst • Analysts • Customer Service Associate • Customer Relations • Psychologist • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional • Psychology Specialist

Experience & Education

Position:
EDI Coordinator at Adams Golf, a Division of TaylorMade Golf Company
Location:
Dallas, Texas
Industry:
Sports
Work history:
Adams Golf, a Division of TaylorMade Golf Company - Plano, TXEDI Coordinatorsince Sep 2012Adams Golf - Plano, TXInside Sales ReprensentativeMay 2011 - Sep 2012
Skills:
Customer Service, Sales, Inventory Management, Golf, Account Management, Logistics, Shipping,...
Certifications:
Series 7 License, FINRA
Series 66 License
Associate Financial Advisor with The Parker Group at Morgan..
Full Profile

David Baskin Dallas, TX

Professions & Specialties

Financial Consultant • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Representative • Counselor • Advisor • Advertising Professional • Advertising Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Assistant Vice President • Manager • Chief Executive • Operations Manager • Marketing Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Database Administration Professional • Database Administrator

Experience & Education

Position:
Customer Development Representative at Inogen
Location:
Dallas/Fort Worth Area
Industry:
Marketing and Advertising
Work history:
Inogen - Richardson, TXCustomer Development Representativesince Jun 2012AT&T - Dallas/Fort Worth AreaMedia ConsultantMar 2010 - Jun 2012
Skills:
Presentation Development, B2B, Customer Acquisition, Sales Management, Customer Service, Sales...
Financial Advisor
Full Profile

Jeff Singleton Dallas, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Manager • Coordinator • Managers • General Contractor • Construction Manager • Team Leader • Project Managers • Operations Manager • Consumer Goods Professional • Client Service Officer • Commodities Clerk • Personal Care Aide • Advisor • Cleaners • Customer Service • Real Estate Manager • Real Estate Sales Agent • Psychology Specialist

Experience & Education

Position:
Project Coordinator at Automated Circuit Design
Title:
Facilities Services Professional Retail Services Project Manager
Location:
Dallas/Fort Worth Area
Industry:
Facilities Services
Work history:
Automated Circuit Design - Richardson, TXProject Coordinatorsince Aug 2010Davaco Inc Project ManagerSep 2003 - Oct 2008
Financial Counselor
Full Profile

Jonathan Lewis Plano, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Partner • Chief Executive • Customer Service • Bachelor of Science • Government Service Executive • Government Administration Officer • Civil Servant • Property Manager • Real Estate Manager

Experience & Education

Position:
Mortgage Adviser at PHH Home Loans
Location:
Plano, Texas
Industry:
Financial Services
Work history:
PHH Home Loans - Dallas, TXMortgage Advisersince Apr 2013JPMorgan Chase - Highland Park, TXBusiness Relationship ManagerJun 2012 - Apr 2013
I partnered with a financial advisor to provide wholisitc financial p..
Full Profile

Keith Callaway Richardson, TX

Professions & Specialties

Financial Services Sales Agent • Senior Vice President • Chairperson • Vice President • Chief Executive • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Recruiter at Newport Strategic Search
Title:
Executive Recruiter
Location:
Richardson, Texas
Industry:
Financial Services
Work history:
Newport Strategic Search - Dallas/Fort Worth AreaExecutive Recruitersince Jul 2013Southwest Securities - Dallas/Fort Worth AreaSenior Vice PresidentMay 2005 - Dec 2009
..accounts or purchasing another financial advisor
Full Profile

Franklin Parker Dallas, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Board Member • Corporate Executive • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at CH Wealth Management, LLC, Board of Directors at Collin County YMCA
Title:
Money management focused on the preservation of wealth and its prudent growth.
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
CH Wealth Management, LLC - Richardson, TXManaging Directorsince Jun 2013Collin County YMCA - Anna, TexasBoard of Directorssince Mar 2012
Certifications:
Series 7, FINRA
Group 1: Life, Accident & Health Insurance, State of Texas Insurance Administration
Financial Advisor at Edward Jones
Full Profile

Chance Kirkland Dallas, TX

Professions & Specialties

Loan Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Accounts Receivable Clerk • Accounts Receivables Specialist • Accounts Receivable • Customer Relations • Chief Executive • Bachelor of Business Administration • Master of Science

Experience & Education

Position:
Home Mortgage Consultant at Wells Fargo Home Mortgage
Title:
Home Mortgage Consultant at Wells Fargo Home Mortgage NMLSR 263879
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Wells Fargo Home Mortgage - Plano, TXHome Mortgage Consultantsince Mar 2012Service First Mortgage - Richardson, TXSenior Mortgage Loan SpecialistJan 2012 - Apr 2012
Financial Advisor at Morgan Stanley
Full Profile

Prashant Rai Richardson, TX

Professions & Specialties

Master of Science • Apprentice • Analyst • Analysts • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Student Worker

Experience & Education

Work

Company:
Uniformedscrubs.com
E-commerce operations analyst (intern)
Company:
Accenture - Gurgaon, Haryana
Solution architect

Skills

Analytics,Predictive Modeling,Requirements Analysis,Test Planning,Test Cases,Test Execution, Defect ...
Full Profile

Jeannie Zachary Dallas, TX

Professions & Specialties

Collector • Repossessor • Collections Specialist • Office Assistant • Personal Secretary • Office Clerk • Clerical Specialist • Bookkeeper • Secretary • Psychology Specialist • Mathematician

Experience & Education

Work

Company:
Personal assistant
Personal assistant
Company:
Macy's - Dallas, TX
Cosmetics counter manager-prescriptive
Full Profile

Marvin Williams Richardson, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Telecommunications Professional • IT Specialist • Independent Contractor • Contractor • Sales Representative • Sales Agent • Independent Business Owners • Operations Manager

Experience & Education

Work

Company:
Theological study and writing
Self employed
Company:
Bluefish tv - Richardson, TX
Sales representative

Skills

Project Management, Sales Training and Management, Customer Service Training and Management
Full Profile

Sheila Buss Richardson, TX

Professions & Specialties

Financial Services Sales Agent • Director of Operations • Treasurer • Manager • Operations Manager • Financial Officer • Financial Manager

Experience & Education

Work

Company:
The innis company
Director of operations
Company:
Reef exploration lp - Richardson, TX
Treasurer/risk manager
Full Profile

Kevin Yarnall Richardson, TX

Professions & Specialties

Analyst • Warehouse Manager • Apprentice • Analysts • Warehousing Manager • Warehousing Professional • Stocker • Stock Clerk • Student Worker

Experience & Education

Work

Company:
Mclane food services
Supply chain analyst
Company:
Party pro rentals - Tulsa, OK
Warehouse manager intern

Skills

JD Edwards and Microsoft Excel, Word, Powerpoint
Full Profile

Ingrid Teetzel Richardson, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Concierge • Manager • Operations Manager • Chief Executive • Account Service Manager • Client Service Officer • Psychologist • Master of Science • Customer Service • Psychology Specialist

Experience & Education

Work

Company:
Infoplace usa - Dallas, TX
Concierge manager
Company:
Mail america corporation
Station manager
Full Profile

Joe Alvarez Richardson, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Shift Manager • Managers • Client Service Officer • Customer Service • Business Administrator • Operations Manager

Experience & Education

Work

Company:
Adventure landing inc
Shift manager
Company:
Belcan tech services - Dallas, TX
New york life customer services representative
Full Profile

Patricia Gabe Fort Worth, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Manager • Chief Executive • Operations Manager • Volunteer • Installer • Leader • Non-Profit • Managers • Installation Expert • Service Technician • Maintenance and Repair Worker • Chief Executive Officer • Sales Manager • Sales Director • Corporate Executive • Administrative Associate • Construction • Organization Management • Security • Office Clerk • Clerical Specialist • Contractor • Advisor • Administrative Clerk • Construction Manager • Foreman • Construction Administrator • Sales Executive • Client Service Officer • Customer Service • Data Entry Specialist • Data Scientist • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Administrative Support / Internal Projects at Binswanger Glass, Corporate Leadership Team Manager...
Title:
Administrative Support / Internal Projects at Binswanger Glass
Location:
Fort Worth, Texas
Industry:
Executive Office
Work history:
Binswanger Glass - Fort Worth, TXAdministrative Support / Internal Projectssince Oct 2012Autism Speaks - Dallas/Fort Worth AreaCorporate Leadership Team Manager (volunteer)since Feb 2012
Skills:
Quickbooks, Accounts Payable, Accounts Receivable, Microsoft Office, Public Speaking, Business...
Recruiter / Financial Advisor at San Francisco Bay Area Agency
Full Profile

Chanelle Michael Walnut Creek, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Systems Analyst • IT Analyst • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts • Operations Manager

Experience & Education

Work

Company:
Current employer
Current job title
Company:
Ubs financial services - Walnut Creek, CA
Financial advisor
Full Profile

Gwaylon Gilbert Irving, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Captain • Business Analyst • Analyst • Analysts • Advisor • Information Technology Specialist • IT Specialist • Master of Science • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
United states air forces
Captain
Company:
David hale & associates
Business analyst/program analyst
Full Profile

Financial Consultants near Richardson, TX07631,5262,2893,0523,815DallasPlanoFriscoGarlandCarrolltonAddisonMesquiteAllenRowlett


Financial Consultants around Richardson, TX

Addison  (30)
Allen  (27)
Carrollton  (43)
Dallas  (3,814)
Frisco  (93)
Garland  (45)
Mesquite  (29)
Plano  (177)
Rowlett  (6)

Financial Consultants in Texas

Sub-specializations

Financial Associate  (2)
Financial Consultant  (40)