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Financial Planners in Texas

Financial Planners in Dallas, TX

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Here is a complete list of nearly every professional Financial Planners in Dallas, TX.

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250 results found

Eric Eustace Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Warehouse Manager • Warehousing Manager • Warehousing Professional • Stocker • Stock Clerk • Watchman • Sales Person • Senior Sales Representative • Equipment Tools Purchasing Agent • Sales Representative • Senior Customer Service Representative • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service • Team Member • Managers • Inbound Marketer • Web Marketer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Marketing Manager • Psychology Specialist • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Planner and Investment Advisor at The Watchman Group, Inc.
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
The Watchman Group, Inc. Financial Planner and Investment Advisorsince Feb 2010C.H.E., Inc Sales Assistant / Warehouse ManagerMar 2005 - Feb 2010
Skills:
Comprehensive Financial Planning - including but not limited to financial plan construction,...
Full Profile

Jacob Root Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Texas Farm Bureau Insurance Companies
Location:
Dallas/Fort Worth Area
Industry:
Insurance
Work history:
Texas Farm Bureau Insurance Companies Financial Plannersince Nov 2010
Full Profile

Christian Becken Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Representative • Client Service Officer • Customer Service • Business Analyst • Analyst • Analysts • Sales Agent • Sales Representative • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts • High School Diploma • Vice President • Chief Executive • Judicial Law Clerk

Experience & Education

Position:
Condominium Data Tracking Representative at QBE North America
Title:
Driven and focused professional looking to obtain a challenging position in human resources management
Location:
Dallas/Fort Worth Area
Industry:
Insurance
Work history:
QBE North America - Ft. Worth, TXCondominium Data Tracking Representativesince Jan 2013Allstate - Burk Insurance Group/Dac Jackson Agency Licensed Sales Producer/CSRJan 2012 - Sep 2012
Skills:
Insurance, Banking, CRM, 401k, Estate Planning, Strategic Financial Planning, Investments,...
Full Profile

Gil Parks Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Surgical Specialist • Sales Representative

Experience & Education

Position:
President and Senior Partner at Parks and Associates-Platinum Advisory Practice of Ameriprise...
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Parks and Associates-Platinum Advisory Practice of Ameriprise Financial President and Senior Partnersince 1994Ameriprise Financial Advisors Senior Financial Advisor-Certified Financial Plannersince 1994
Skills:
Holistic Wealth Management, including planning for estate taxes, income taxes, portfolio...
Full Profile

Brett Crowell Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Buyer • Supplier • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • SEO Specialist • Web Marketer • Marketing Manager • Managers • Analysts • Sales Executive • Marketing Professional • Advertising Sales Agent • Sales Manager • Operations Manager • Law Specialist • Lawyers • Information Technology Specialist • IT Specialist • Graphic Designer • Property Manager • Real Estate Manager • Optometry Specialist

Experience & Education

Position:
ECommerce Associate Buyer - Apparel at JCPenney
Location:
Dallas/Fort Worth Area
Industry:
Retail
Work history:
JCPenney - Dallas/Fort Worth AreaECommerce Associate Buyer - Apparelsince Jan 2013Sam's Club - Bentonville, ArkansasECommerce Assistant Buyer - Home & ApparelDec 2010 - Dec 2012
Skills:
Graphic Design, Merchandising, Content Management, Project Management, Marketing, E-commerce,...
Full Profile

Carrie Stevenson Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Administrator • Marketing Manager • Volunteer • Administrative Clerk • Clerical Specialist • Non-Profit • Manager • Chief Executive • Operations Manager • Physical Therapist • Student Worker • Physical Therapists • Psychology Specialist • Master of Science • Bachelor of Science • Psychologist • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Food Server

Experience & Education

Position:
Associate Financial Planner at Mike Mills Wealth Management
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Mike Mills Wealth Management Associate Financial Plannersince Sep 2012Mr. Credit Solutions - Lubbock, TXMarketing CoordinatorJul 2012 - Aug 2012
Skills:
Management, Public Speaking, Estate Planning, Customer Service, Microsoft Office, Strategic...
Full Profile

Daniel Shallcross Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Higher Education Professional • School Administrator • Educational Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Planner at Southwest Airlines
Title:
CPA, Financial Planning - Southwest Airlines
Location:
Dallas/Fort Worth Area
Industry:
Airlines/Aviation
Work history:
Southwest Airlines Financial Plannersince May 2012Southwest Airlines Fixed Assets AccountantOct 2010 - May 2012
Skills:
Airlines, Aircraft, Team Building, Strategic Planning, Performance Management, Team Leadership,...
Full Profile

Michelle Herl Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Position:
Merchandise Planner at JC Penney
Location:
Dallas/Fort Worth Area
Industry:
Apparel & Fashion
Work history:
JC Penney Merchandise Plannersince Oct 2009JC Penney Assortment Planner - Men's Modern CollectionsAug 2008 - Jan 2010
Skills:
Self motivated individual possessing strong work ethics, I am dedicated to providing the highest...
Full Profile

Anne Salick Dallas, TX

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Agent • Sales Representative • Project Manager • Representative • Advisor • School Administrator • Educational Manager • Chief Executive • Operations Manager • Management Team Executive • Project Managers

Experience & Education

Position:
Financial Planner at Lifetime Strategies Group a member of the John Hancock Financial Network
Title:
Financial Planner at Lifetime Strategies Group
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Lifetime Strategies Group a member of the John Hancock Financial Network - Dallas, TXFinancial Plannersince Feb 2012Principal Financial Group Financial AdvisorDec 2008 - Jan 2012
Skills:
Financial Planning, Retirement Planning, Small Business, Investment Advisory, Buy-Sell Agreements,...
Languages:
Spanish
Certifications:
Series 65 - Uniform Investment Adviser Law Exam, FINRA - Financial Industry Regulatory Authority
Series 6 - Investment Company Products / Variable Contract Limited Representative, FINRA - Financial Industry Regulatory Authority
Full Profile

Evan Mayse Dallas, TX

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Planner • Investor • Advisor • Market Analyst • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Customer Service

Experience & Education

Title:
Proficient at developing relationships that create opportunities.
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Strategic Wealth Partners, LLC - Dallas, TXClient Relationship ManagerJan 2013 - Apr 2013Wells Fargo Advisors, LLC - Frisco, TXFinancial AdvisorSep 2010 - Nov 2012
Full Profile

Bryan Wright Dallas, TX

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Manager • Operations Manager • Pilot • Advisor • Non-Profit • Air Transportation Worker • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Flight Test Engineer • Aerospace Engineer

Experience & Education

Position:
Financial Advisor - Conley Wright Investment Management at Raymond James, pilot at American Airlines
Title:
Investment Manager
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
Raymond James - Fort Worth, TXFinancial Advisor - Conley Wright Investment Managementsince Apr 2009American Airlines Pilotsince Apr 2000
Skills:
Asset Management, Military, Aviation, Security Clearance, Risk Management, Flights, Program...
Full Profile

Vanessa Mason Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Chartered Senior Financial Planner at Golden Financial
Location:
Dallas/Fort Worth Area
Industry:
Insurance
Work history:
Golden Financial Chartered Senior Financial Plannersince Feb 2006
Skills:
Strategic Planning, Fixed Annuities, Retirement Planning, Strategic Financial Planning, Insurance,...
Full Profile

Nick Roberson Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Partner • Manager • Vice President • Chief Executive • Operations Manager • Doctor of Medicine • Merchandise Team Manager • Sales Team Member • Sales Person • Sales Representative • Technical Support Specialist • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Category Management Planner at Michaels Stores, Inc.
Location:
Dallas/Fort Worth Area
Industry:
Retail
Work history:
Michaels Stores, Inc. Category Management PlannerMichaels Stores, Inc. Allocation ManagerJun 2007 - Mar 2012
Full Profile

Roy Wiegmann Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Advisor • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Trainer • Bachelor of Business Administration • Information Technology Specialist • IT Specialist • Automotive Specialist • Automotive Professional • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Operations Manager • Recruitment

Experience & Education

Position:
Financial Planner at DFW Financial Planners
Title:
Financial Coach and Advisor
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
DFW Financial Planners - Dallas/Fort Worth AreaFinancial Plannersince Feb 2013Xerox - Dallas/Fort Worth AreaRegional ControllerOct 2006 - Nov 2012
Skills:
Account Management, Sarbanes-Oxley Act, Process Improvement, Financial Reporting, Leadership,...
Languages:
English, Spanish, French, German
Full Profile

Paul Heleski Dallas, TX

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Model • Director • Operations Manager

Experience & Education

Position:
Financial Consultant at Phixios
Title:
Corporate Financial Planner | MBA
Location:
Dallas/Fort Worth Area
Industry:
Retail
Work history:
Phixios - Frisco, TXFinancial Consultantsince Apr 2013JCPenney Financial Planning & Analysis Director (Finance | FP&A)2002 - Sep 2012
Full Profile

Jamar Jones Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Operations Manager • Organization Management • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at The Jaynect Group, Financial Planner at Investment Firm
Title:
President at The Jaynect Group
Location:
Dallas/Fort Worth Area
Industry:
Nonprofit Organization Management
Work history:
The Jaynect Group Presidentsince Jan 2009Investment Firm Financial Plannersince Mar 2006
Certifications:
Series 7 License, A general securities registered representative license
Series 63 License, qualify candidates as securities agents within a state
Full Profile

John Murray Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Bachelor of Business Administration • Property Manager • Real Estate Manager • Region Manager • Chief Executive • Area Manager • Managers

Experience & Education

Work

Company:
Massmutual, north texas financial group
Financial planner
Company:
State farm insurance & financial svcs - Bloomington, IL
Agency field executive
Full Profile

Gary Brownfield Dallas, TX

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Contractor • Financial Manager • Advisor • Non-Profit • Personal Care Aide • Owner • Chief Executive • Mechanical Engineering • Music Artist • Musicians

Experience & Education

Position:
MBA, CFP® at GB Financial Services, L.L.C. (Self-employed), Financial Planner at Commonwealth...
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
GB Financial Services, L.L.C. MBA, CFP®since Jan 2006Commonwealth Financial Network Financial Plannersince Jan 1999
Skills:
Stocks, Bonds, Mutual Funds, Oil and Gas Subscriptions, REITS, Retirement and Financial Plans
Full Profile

Bryan Wright Dallas, TX

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Manager • Operations Manager • Pilot • Advisor • Non-Profit • Air Transportation Worker • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Flight Test Engineer • Aerospace Engineer

Experience & Education

Position:
Financial Advisor - Conley Wright Investment Management at Raymond James, pilot at American Airlines
Title:
Investment Manager
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
Raymond James - Fort Worth, TXFinancial Advisor - Conley Wright Investment Managementsince Apr 2009American Airlines Pilotsince Apr 2000
Full Profile

Ragan Young Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Managing Member • Chief Executive • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Managing Member at Oakwood Advisory Group, LLC
Title:
Owner, Oakwood Advisory Group, LLC
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Oakwood Advisory Group, LLC - Dallas, TXManaging Membersince Jul 2011Chalk, Cullum and Associates Financial PlannerNov 2008 - Nov 2010
Certifications:
Certified Financial Planner
Group 1 Insurance License, State of Texas
Full Profile

Ricky Fender Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Producer • Composer • Musicians • Music Director • Sports Trainer • Sports Trainers

Experience & Education

Position:
Financial Planner at Federal Financial Group LLC, Composer, Arranger, Producer and Musician at...
Title:
Producer at Federal Financial Group
Location:
Dallas, Texas
Industry:
Music
Work history:
Federal Financial Group LLC Financial Plannersince Jan 2013Avuncular Publishing - DallasComposer, Arranger, Producer and Musiciansince Jan 2009
Full Profile

Bill Biggs Dallas, TX

Professions & Specialties

Financial Planner • Reverse Mortgage Specialist • Loan Officer • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Entertainer

Experience & Education

Position:
Registered Investment Advisor Representative at Redhawk Wealth Advisors, Loan Officer and Reverse...
Title:
Financial Planner, Loan Officer and Reverse Mortgage Specialist
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Redhawk Wealth Advisors Registered Investment Advisor Representativesince Jun 2011Affiliated Bank Loan Officer and Reverse Mortgage Specialistsince Jan 1998
Skills:
Mortgage, Mortgage Lending, Refinance, VA, Reverse Mortgages, Residential Mortgages, FHA,...
Full Profile

David Barkwill Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Business Administrator

Experience & Education

Position:
Accounting Manager at Hyundai Merchant Marine
Location:
Dallas/Fort Worth Area
Industry:
Transportation/Trucking/Railroad
Work history:
Hyundai Merchant Marine Accounting Managersince Feb 2001Coors Brewing Company Financial Planner1999 - 2001
Skills:
Accounting, Accounts Receivable, Team Building, Financial Modeling, Account Management, Contract...
Full Profile

Richard Hudson Dallas, TX

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Historian • Photographer • Advisor • Construction • Public Relations Officer • Apprentice • Public Relations Specialist • PR and Communications Professional • Public Relations Professinal • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Nurse • Nurse Practitioner • Student Worker • Chief Executive • Corporate Executive • Author

Experience & Education

Position:
Investigation/Research/Writing at HistoryRaven.com
Title:
Historian/Journalist/Photographer
Location:
Dallas/Fort Worth Area
Industry:
Higher Education
Work history:
HistoryRaven.com Investigation/Research/Writingsince Sep 2009Independent - Dallas/Fort Worth AreaFinancial Planner/Insurance & Financial AdvisorJan 1997 - Dec 2008
Skills:
Consultative Selling, Interviewing, Research, Writing, Sales Management, Sales Support, Product...
Full Profile

John Williamson Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Apprentice • Advisor • Student Worker • Organization Management • Logistics Supply Chain Professional • Psychology Specialist • Psychologist • Bachelor of Business Administration • Accounts Payable Specialist • Accounts Payable • Logistician • Operations Manager

Experience & Education

Position:
Substance Abuse Counselor, LCDC-I at The Salvation Army
Title:
Counselor Intern at The Salvation Army
Location:
Dallas/Fort Worth Area
Industry:
Religious Institutions
Work history:
The Salvation Army - Dallas/Fort Worth AreaSubstance Abuse Counselor, LCDC-Isince Jul 2011Williamson & Associates - Dallas, TexasFinancial PlannerAug 2002 - Apr 2007
Full Profile

Chandler Ferguson Dallas, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Quest Capital Management, Inc. an Independent Registered Investment Advisor
Title:
Financial Planner at Quest Capital Management
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Quest Capital Management, Inc. an Independent Registered Investment Advisor - Dallas/Fort Worth AreaFinancial Plannersince Mar 2000Quest Capital Management Financial Planner1999 - 2007
Full Profile

Glenda Bianchi Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Operations Manager • Advisor • Service Manager • Service Operations Expert • Director of National Sales • Deputy Manager • Territory Sales Manager • Region Manager • Security • Office Clerk • Clerical Specialist • Team Member • Area Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager

Experience & Education

Position:
Partner and CCO at Cypress Point Wealth Management LLC
Title:
Partner and CCO at Cypress Point Wealth Management
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
Cypress Point Wealth Management LLC Partner and CCOsince Mar 2007First Dallas Securities (Financial Network Investment Corporation) - Dallas/Fort Worth AreaFinancial Planner and Client Service ManagerJun 2005 - Mar 2007
Full Profile

Bethany Ketron Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Medical Practice Professional • Medical Practitioner • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
Associate Financial Planner at JWA Financial
Location:
Dallas/Fort Worth Area
Industry:
Medical Practice
Work history:
JWA Financial Associate Financial Plannersince Jun 2010
Full Profile

Jonathan Dumas Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at Own business
Location:
Dallas/Fort Worth Area
Industry:
Internet
Full Profile

Greg Krewson Dallas, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner & Retirement Planning Specialist at AXA Advisors
Title:
Financial Planner & Retirement Planning Specialist
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
AXA Advisors Financial Planner & Retirement Planning Specialistsince 1993Motorola & Four Phase Systems National Sales Manager1978 - 1993
Full Profile

Mitch Fine Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Logistician • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Logistics Supply Chain Professional • Founding Member • Chief Executive • Financial Manager

Experience & Education

Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - North TexasSustainable Investing SpecialistSep 2004 - Jan 2012Grainger Outside Accounts2004 - 2009
Full Profile

Danny Dufresne Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Merchandise Financial Planner at JCPenney
Location:
Dallas/Fort Worth Area
Industry:
Retail
Full Profile

Christine Smiley Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Advertising Professional • Advertising Sales Agent • Researcher • Survey Researcher • Certified Personal Chef • Chef • Food Preparer • Food Preparation Worker • Sports Trainer • Sports Trainers • Senior Manager • Mathematician • Advisor • Analysts • Student Worker • Sales Representative • IT Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Consumer Insights at Michaels Stores, Inc.
Location:
Dallas/Fort Worth Area
Industry:
Marketing and Advertising
Work history:
Michaels Stores, Inc. - Irving, TXDirector of Consumer Insightssince Aug 2010Smiley Household Domestic CEOMay 2009 - Jul 2010
Skills:
Customer Insight, Statistics, Retail, Predictive Modeling, Analysis, Multi-channel Marketing,...
Full Profile

John Bousquet Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Armor wealth management - Addison, TX
Financial planner
Full Profile

Mollie Spicer Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Neiman Marcus
Location:
Dallas/Fort Worth Area
Industry:
Retail
Work history:
Neiman Marcus Financial Planner
Full Profile

Brie Horigan Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Co-Founder • Chief Executive • Founder • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Financial Planning & Capital Markets at Riley Wealth Management, LLC
Title:
Vice President, Financial Planning & Capital Markets
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Riley Wealth Management, LLC Vice President, Financial Planning & Capital Marketssince 2008
Skills:
Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial Planning, Asset...
Certifications:
Wealth Management Specialist, Kaplan Financial
Certified Wealthcare Analyst, Wealthcare
Full Profile

John Edwards Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Contractor • Advisor • Programmer • Computer Programmer • Data Entry Specialist • Data Scientist • Doctor of Medicine • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Managers • Computer Scientists • Software Developer • Software Developers • Certified Public Accountant • Medical Support Assistant • Health Support Worker • Healthcare Support • Founding Member • Chief Executive • Operations Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Mathematician

Experience & Education

Position:
Contractor at Back Office Solutions, LLC, Network and Internet Programmer at Edwards Programming...
Title:
Financial Planning Developer and Consultant
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Back Office Solutions, LLC Contractorsince 2008Edwards Programming Enterprises of Texas Network and Internet Programmersince 2000
Full Profile

Anna Dinh Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Human Resources Specialist • Recruitment • Accounting Analyst • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Assembly/Test Capacity Planning Analyst at Texas Instruments
Location:
Dallas/Fort Worth Area
Industry:
Semiconductors
Work history:
Texas Instruments Assembly/Test Capacity Planning Analystsince Aug 2011Texas Instruments HR & Communications Financial PlannerJul 2010 - Jul 2011
Skills:
SAP, Microsoft Excel, PowerPoint, Microsoft Word, Supply Chain Management, Inventory Management,...
Full Profile

Dan Dufresne Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Merchandise Financial Planner at JCPenney
Location:
Dallas/Fort Worth Area
Industry:
Retail
Full Profile

Stephen Hagemann Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at Navigation Financial
Location:
Dallas/Fort Worth Area
Industry:
Executive Office
Full Profile

Brandon Ackers Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Contractor

Experience & Education

Position:
Agent at New York Life Insurance Company
Title:
New York Life
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Agentsince Aug 2010Real Estate Investment Self Employed2005 - 2010
Full Profile

Matt Lemmond Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Spectrum Financial Group
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Spectrum Financial Group Financial Plannersince May 2008
Full Profile

Christopher Honas Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Bachelor of Science • Certified Auditor • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Planner at Texas Instruments
Title:
Financial and Business Planning Professional
Location:
Dallas/Fort Worth Area
Industry:
Semiconductors
Work history:
Texas Instruments Business Plannersince Jan 2011Texas Instruments - Dallas/Fort Worth AreaFinancial PlannerFeb 2010 - Jan 2011
Skills:
Forecasting, Financial Modeling, Financial Analysis, Cross-functional Team Leadership, SAP,...
Languages:
Spanish - some
Full Profile

Zac Beckerley Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Associate Financial Planner at JWA Financial Group, Inc.
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
JWA Financial Group, Inc. Associate Financial PlannerAmicus Financial Advisors InternSep 2007 - Dec 2007
Skills:
Financial Planning and integrating planning technology as well as troubleshooting any technology...
Full Profile

Ricky Grunden Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Vice President • Manager • Chief Executive • Corporate Executive • Operations Manager

Experience & Education

Position:
President & CEO at Grunden Financial Advisory, Inc.
Title:
President, Grunden Financial Advisory, Inc.
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
Grunden Financial Advisory, Inc. President & CEOsince Jan 2001Rhoads Grunden Lucca Capital Management, Inc. Vice PresidentFeb 1996 - Dec 2000
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Darrell Mccauley Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • District Manager • Manager • Corporate Executive • Chief Executive • Region Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Area Manager • Managers

Experience & Education

Position:
CEO at Kingdom Shapers LLC
Title:
financial planner for Kingdom Shapers LLC
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
Kingdom Shapers LLC CEOsince Jan 2009Federal Financial LLC District ManagerApr 2006 - Nov 2008
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Frank Fairbanks Dallas, TX

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager • Property Manager • Real Estate Manager • Student Worker

Experience & Education

Position:
Financial Planner, CPA, CFP® at Robertson, Griege & Thoele
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Robertson, Griege & Thoele Financial Planner, CPA, CFP®since Jan 2008Ernst & Young Senior - AssuranceAug 2005 - Dec 2007
Skills:
Certified Public Accountant, Certified Financial Planner, Personal Budgeting and Cash Flow...
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Amanda Smith Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Controlling Specialist • Controller

Experience & Education

Position:
Financial Planner at Texas Instruments
Location:
Dallas/Fort Worth Area
Industry:
Semiconductors
Work history:
Texas Instruments Financial PlannerTexas Instruments Management Accountant2004 - 2006
Skills:
Forecasting, Essbase, Financial Modeling, Financial Analysis, Cross-functional Team Leadership
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Memori Grisham Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Educator • Education Professional • Instructor

Experience & Education

Position:
Financial Planner for Educators at Memori Grisham
Title:
Educating Educators - Finances and Retirement
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Memori Grisham Financial Planner for Educatorssince Aug 2007Carrollton-Farmers Branch ISD Professional EducatorDec 1995 - Sep 2007
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Anna Wilson Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Cost Accountant • Accounting Analyst • Financial Analyst • Sales Representative

Experience & Education

Position:
Wireless OMAP Business and Proto Planner at Texas Instruments
Title:
Business and Financial Planner at Texas Instruments
Location:
Dallas/Fort Worth Area
Industry:
Semiconductors
Work history:
Texas Instruments - Dallas, TXWireless OMAP Business and Proto Plannersince Nov 2008Texas Instruments - Nice Area, FranceEurope Cost AccountantMar 2008 - Sep 2008
Languages:
Korean
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