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Financial Planners in Lewisville, TX

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7 results found

Rebecca Bartlett Dallas, TX

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPersonal SecretarySpeakerSpokespersonRepresentativeBookkeeperAccounts PayableAccounts Payable SpecialistAccounts ReceivableFinance and Accounting SpecialistAccounting BookkeeperGeneral Medical Care SpecialistSecretaryMedicine ProfessionalHealthcare PractitionerChief Administrative OfficerChief ExecutiveSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeClerical SpecialistAnalystsPsychology SpecialistHealth ProfessionalHealth PractitionerOperations ManagerRecruitmentHorse RacerRacerAdvertising Sales Agent

Experience & Education

Position:
Personal Assistant at Tony Jeary International
Title:
Personal Assistant to Tony Jeary
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Tony Jeary International - Flower Mound, TXPersonal Assistantsince Apr 2013Strategic Corporate Benefits - Dallas, TXExecutive and Personal AssistantMay 2012 - Apr 2013

Greta Anthony Lewisville, TX

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantAccounting BookkeeperBookkeeperMaster of ScienceSupporting MemberAdvisorTeam Member

Experience & Education

Work

Company:
Cain watters & associates pllc
Associate financial planner & registered investment advisor
Company:
Cain watters & associates pllc
Tax associate

Renay Brock Lewisville, TX

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerProject ManagersOperations ManagerSales ManagerMarketing ManagerProduction Manager

Experience & Education

Work

Company:
Jc penney - Plano, TX
Project manager
Company:
Merchandise financial planner

Doug Mccalib Dallas, TX

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerReal Estate Sales AgentPlanner

Experience & Education

Position:
Realtor at Russell Rhodesteam at Keller Williams Realty, Licensed)Realtor at Texas
Title:
Realtor at Russell Rhodes Team at Keller Williams Realty
Location:
Dallas/Fort Worth Area
Industry:
Real Estate
Work history:
Russell Rhodesteam at Keller Williams Realty - Flower Mound, TXRealtorsince Apr 2012Texas Licensed)Realtorsince Jan 1998

Bianca Gogos Lewisville, TX

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentBusiness AnalystProject ManagerAnalystAnalystsSales Account ManagerSales ExecutiveOffice AdministratorSales ManagerOperations ManagerProject ManagersAccount ManagerBusiness AdministratorAdministrative ClerkClerical SpecialistServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeNetwork AdministratorRecruitment

Experience & Education

Work

Company:
Tl marketing, inc.
Inside sales account manager & office administrator
Company:
Tl marketing, inc. - Addison, TX
Project/account manager for hewlett-packard

Skills

Summary of Skills Training and Office: Lotus Notes, Outlook, Microsoft Office, Cisco WebEx,...

Laura Chesnut Lewisville, TX

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeManagerOperations Manager

Experience & Education

Work

Company:
Festivals division, greater issaquah chamber of commerce - Issaquah, WA
Vendor manager
Company:
Greater issaquah chamber of commerce - Issaquah, WA
Member services & event specialist

Skills

Sales & Marketing, Customer Service

Jason Dittfurth Lewisville, TX

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerCounselorAdvisorChief ExecutiveBusiness Unit ManagerBusiness Administration SpecialistMaster of Business AdministrationBachelor of Business Administration

Experience & Education

Work

Company:
Usaa
Wealth manager
Company:
Tiaa-cref
Individual investment consultant


Financial Planners near Lewisville, TX080160240320400DallasPlanoFort WorthIrvingRichardsonMcKinneyFriscoGarlandGrapevineAddison



Financial Planners around Lewisville, TX

Addison  (4)
Allen  (4)
Argyle  (1)
Carrollton  (2)
Celina  (1)
Colleyville  (1)
Coppell  (2)
Dallas  (398)
Denton  (1)
Euless  (2)
Fort Worth  (15)
Frisco  (10)
Garland  (5)
Grapevine  (4)
Irving  (12)
McKinney  (10)
Plano  (19)
Prosper  (1)
Richardson  (11)

Financial Planners in Texas

Sub-specializations

Financial Planner  (7)