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Financial Services Professionals in Texas

Financial Services Professionals in Grapevine, TX

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Here is a complete directory of nearly every experienced Financial Services Professionals in Grapevine, TX.

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238 results found

Sean Galaise Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Investor • Certified Nurse Aide • Nurse • Nurse Practitioner • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Business Development at National Asset Direct / iServe Companies
Location:
Dallas/Fort Worth Area
Industry:
Real Estate
Work history:
National Asset Direct / iServe Companies - Dallas/Fort Worth AreaDirector, Business Developmentsince Mar 2013Five Star Institute - Dallas/Fort Worth AreaSVP Business DevelopmentApr 2012 - Mar 2013
Full Profile

Dan Skognes Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Supporting Member • Managers • Team Member • Blogger • Authoress • Author • Agent • Sales Representative • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Independent Agent at Securus America and Legacy Financial, Affiliate at Solavei, Associate at KB...
Title:
Independent Insurance and Finance Professional. Entrepreneur. Motivation Blogger. Let's connect!
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Securus America and Legacy Financial - Grapevine, TXIndependent Agentsince Feb 2013Solavei - Grapevine, TXAffiliatesince Sep 2012
Skills:
Insurance, Financial Planning, Investments, Sales Management, Critical Care, Life Settlements,...
Full Profile

Jackie Mijol Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Team Executive • Chief Executive • Advocate • Jurist • Legal Counsel • Human Resources Specialist • Recruitment • Advisor • Security • Managers • Bachelor of Science • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Citi
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Citi - Southlake TXFinancial Advisorsince Dec 2012Merrill Lynch - Bank of America - Dallas/Fort Worth AreaFinancial AdvisorOct 2008 - Dec 2012
Skills:
Investment Properties, Wealth Management, Financial Planning, 401k, Real Estate, Asset Management,...
Full Profile

Jeffrey Lambeth Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Independent Contractor • Contractor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Certified Nurse Aide • Nurse • Nurse Practitioner • Fiduciary • Trust Law Attorney • Lawyers • Sales Manager • Sales Director • Manager • Operations Manager • Analysts • Property Manager • Real Estate Manager

Experience & Education

Position:
Investment Advisor at Waterworth Wealth Advisors, LLC
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Waterworth Wealth Advisors, LLC - Colleyville, TXInvestment Advisorsince Aug 2012Seeking Opportunities - DFWManagerFeb 2012 - Jul 2012
Full Profile

Adam Brooks Grapevine, TX

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Representative • Project Manager • Physician • Advertising Professional • Advertising Sales Agent • Project Managers • Health Services Manager • Health Services Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Sr. Marketing Representative at SportsCare USA, Inc
Title:
Regional Senior Marketing Representative at SportsCare USA, Inc.
Location:
Grapevine, Texas
Industry:
Marketing and Advertising
Work history:
SportsCare USA, Inc Regional Sr. Marketing Representativesince Sep 2008Wachovia Bank Financial SpecialistJan 2006 - May 2008
Skills:
Social Media, Client Interaction and Retention, Physician Relations, Program Management, Problem...
Full Profile

Catherine Kramer Grapevine, TX

Professions & Specialties

Financial Services Professional • Collector • Financial Services Sales Agent • Repossessor • Collections Specialist • Adjunct Instructor • Lecturer • Postsecondary Teacher • Security • Client Development Manager • Managers • Bachelor of Science

Experience & Education

Work

Company:
Citigroup - Irving, TX
Loss mitigation specialist, collector
Company:
Fidelity investments - Westlake, TX
401k specialist-customer support

Skills

Lotus notes, OCS, Online Collection system, DRI , Default Recovery Information, Citilink Mainframe, ...
Full Profile

Cliff Lee Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Buyer • Supplier • Consumer Goods Professional • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Commodities Clerk • Logistics Supervisor • Vice President • Chief Executive • Logistician • Clerical Specialist • Operations Manager • Sales Manager • Secretary • Recruitment • Software Developer • Software Developers • Computer Scientists

Experience & Education

Position:
Commodity Sourcing, Buyer & Logistics Supervisor at Wistron GreenTech Corp.
Title:
Sourcing, Buyer, Logistics, Import Export, National Account Sales
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Wistron GreenTech Corp. - Taiwan / China / Grapevine, TX.Commodity Sourcing, Buyer & Logistics Supervisorsince Aug 2012Powell Works Inc. - China / Walnut, CA.VPJan 2011 - Jul 2012
Skills:
Sales Management, Product Development, Negotiation, New Business Development, Strategic Planning,...
Languages:
English, Chinese, Taiwanese
Full Profile

Christopher Mankoff Grapevine, TX

Professions & Specialties

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

Experience & Education

Position:
Investment Consultant at TD Ameritrade
Location:
Grapevine, Texas
Industry:
Investment Management
Work history:
TD Ameritrade - 1538 E.Southlake Blvd. Southlake, Tx 76092Investment Consultantsince Jan 2010AXA Advisors - Plano,TxFinancial Consultant2009 - 2010
Skills:
Series 7, 401k Rollovers, Retirement Planning, Roth IRA, Retirement, Morningstar, ETFs, Investment...
Full Profile

David Lee Grapevine, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investor • Recruitment • Sales Representative

Experience & Education

Position:
VP - Manager Fixed Income Desk, Trader at Capital Institutional Services
Title:
VP - Manager Fixed Income Trading
Location:
Southlake, Texas
Industry:
Financial Services
Work history:
Capital Institutional Services VP - Manager Fixed Income Desk, Tradersince Dec 2009Fundamental Brokers VPMay 2009 - Dec 2009
Skills:
Portfolio Management, Bloomberg, Risk Management, Access, Excel, Fixed Income Trading, Financial...
Full Profile

David Sokolowski Dallas, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Business Administrator • Advisor • Bachelor of Science • Sales Representative • School Administrator • Educational Manager • Customer Relations • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Representative at WRP Investments, Inc.
Title:
Financial Representative
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
WRP Investments, Inc. - Southlake, TXFinancial Representativesince Jan 2012Independent Broker / Non-Captive Financial Services RepresentativeAug 2009 - Oct 2010
Skills:
Retirement, Retirement Planning, Employee Benefits
Full Profile

Jeff Critchfield Grapevine, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Account Manager • Manager • Operations Manager • Regional Sales Consultant • Sales Representative

Experience & Education

Work

Company:
Bayview loan servicing
Account manager for loss mitigation
Company:
Bayview loan servicing
Mortgage banker loss mitigation & retail mortgage loan originator

Skills

NMLS []
Full Profile

Laura Priddy Dallas, TX

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Banker • Manager • Operations Manager • Coordinator • Supervisor • Concierge • Managers • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Outlet Manager - Copeland's of New Orleans at Hilton Hotels Worldwide
Title:
Outlet Manager at Copeland's of New Orleans at Hilton Southlake
Location:
Dallas/Fort Worth Area
Industry:
Restaurants
Work history:
Hilton Hotels Worldwide - Southlake, TXOutlet Manager - Copeland's of New Orleanssince Nov 2011AmeriStar Title - Southlake, TXEscrow ProcessorFeb 2010 - Oct 2011
Skills:
Hotels, Hospitality, Training, Sales, Resorts, Food & Beverage, Customer Service, Team...
Full Profile

Zach Dishman Grapevine, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Credit Analyst • Loan Accountant

Experience & Education

Work

Company:
Equify financial, llc
Credit analyst
Company:
Texas people federal credit union - Fort Worth, TX
Collections/special accounts officer

Skills

Analyze Financial Statement, Legal Documentation, Sales
Full Profile

Cale Bearden Grapevine, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Maverick trading
Equity and derivatives proprietary trader
Company:
Parkway advisors, l.p - Abilene, TX
Accounting assistant

Skills

Excel, PowerPoint, Word, Communication, Sales, Equities, Derivatives
Full Profile

Lance Gandy Grapevine, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Manager in Training • Managers • Business Administrator • Director • Operations Manager • Master of Business Administration • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Management Trainee at Gameness Sports
Location:
Grapevine, Texas
Industry:
Sporting Goods
Work history:
Gameness Sports - Carrollton, TXSales Management Traineesince Jan 2013Wells Fargo - Westlake, TexasPhone BankerAug 2012 - Jan 2013
Full Profile

Randall Lane Grapevine, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Operations Manager • Director of Operations • Manager • Client Manager • Client Service Officer • Bachelor of Science • Customer Service

Experience & Education

Work

Company:
Jp morgan chase
Consumer direct mortgage banker
Company:
Jp morgan chase
Customer assistance specialist / loan modifications
Full Profile

Ken Nelson Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Sports Trainer • Sports Trainers • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Sr. Life Settlement Specialist at Beholdin' Grace, LLC, Owner at Beholdin' Wheels, LLC
Title:
Owner at Beholdin' Grace, LLC
Location:
Dallas/Fort Worth Area
Industry:
Legal Services
Work history:
Beholdin' Grace, LLC - Southlake, TXSr. Life Settlement Specialistsince 2009Beholdin' Wheels, LLC Ownersince Feb 2005
Full Profile

Shawn Akberali Dallas, TX

Professions & Specialties

Bank Teller • Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Bank Teller at Chase
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Chase - Southlake, TXBank Tellersince Nov 2011Office Depot - Euless, TXTech-Depot AssociateMar 2010 - Oct 2010
Languages:
English, Urdu, Hindi
Full Profile

Joshua Garrett Grapevine, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Produce Manager • Production Manager • Marketing Administrator • Supporting Member • Team Member • Consumer Goods Professional • Commodities Clerk • Market Research Analyst • Brand Representative • Analysts • Retail Salesperson • Computer Specialist

Experience & Education

Position:
Associate Marketing Manager at PepsiCo - Frito Lay
Location:
Grapevine, Texas
Industry:
Consumer Goods
Work history:
PepsiCo - Frito Lay - Plano, TXAssociate Marketing Managersince Jun 2012NCH - Irving, TXProduct ManagerJan 2012 - Jun 2012
Full Profile

Daniel Sanabria Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Forecast Analyst at Southwest Airlines
Title:
Revenue Management
Location:
Dallas/Fort Worth Area
Industry:
Airlines/Aviation
Work history:
Southwest Airlines - Dallas, TXForecast Analystsince Jul 2013Bank of America - Southlake, TXPersonal BankerJun 2011 - Jul 2013
Full Profile

Racquel Ramsey Grapevine, TX

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Sierra auto credit
Funder/admin
Company:
Amo
Account specialist
Full Profile

Shay Brookshire Grapevine, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Cashier

Experience & Education

Work

Company:
Citigroup, inc
Personal banker, i
Company:
Joe walton lumber co - Gainesville, TX
Sales cashier, i

Skills

Proficient in Microsoft Office Suite
Full Profile

Angelique York Grapevine, TX

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Sales Account Associate • Sales Executive • Publicity Writer • Author

Experience & Education

Work

Company:
Citibank
Personal banker
Company:
Bank of america
Senior teller

Skills

Reporter, Features Writer, Columnist, Copy Writer
Full Profile

Melissa Mccoy Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Director • Sales Manager • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Director at Comfort Inn
Title:
Sales Director at Comfort Inn Grapevine
Location:
Dallas/Fort Worth Area
Industry:
Hospitality
Work history:
Comfort Inn - Grapevine, TXSales Directorsince Jan 2013Bank of Texas Senior Consumer BankerApr 2007 - Jan 2013
Full Profile

Barry Johnson Grapevine, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Software Tester • Computer Specialist • Vice President • Chief Executive • Manager • Corporate Executive • Operations Manager • Assistant to the President • Security • Administrative Associate • Administrative Clerk • Clerical Specialist • Industrial Engineer • Industrial Engineering Professional • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Title:
Retired
Location:
Southlake, Texas
Industry:
Investment Management
Work history:
Monitronics International - Dallas, TexasVP Quality AssuranceFeb 2000 - Feb 2008AXA Advisors - Fort Worth, TexasFinancial PlannerJan 1999 - Feb 2000
Skills:
Process Improvement, Call Center, Quality Assurance, Operations Management, Process Engineering,...
Full Profile

Betsy Montoya Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Consumer Goods Professional • Commodities Clerk • Expedition Specialist • Sales Representative • Logistician • IT Specialist

Experience & Education

Position:
Sr. Business Analyst at Sabre Holdings
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Sabre Holdings - Southlake, TxSr. Business Analystsince Sep 2010Sabre Holdings, Inc Product Support LeadJan 2006 - Jan 2008
Skills:
Software Documentation, Agile Methodologies
Full Profile

Kathy Selvidge Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Administrative Officer • Managers • Consumer Goods Professional • Sales Agent • Commodities Clerk • Sales Representative

Experience & Education

Position:
Administrative Officer at Texas Republic Bank
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Texas Republic Bank - Firsco,TXAdministrative Officersince May 2012Renaissance 2000 - Pomona, CASales RepJan 2010 - Jan 2012
Full Profile

Stephanie Gartman Grapevine, TX

Professions & Specialties

Mortgage Loan Officer • Loan Officer • Banker • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Contractor • Property Manager • Real Estate Manager

Experience & Education

Position:
Loan Officer at First National Bank - Town Square Mortgage
Title:
Mortgage Loan Officer at First National Bank - Town Square Mortgage
Location:
Southlake, Texas
Industry:
Banking
Work history:
First National Bank - Town Square Mortgage - Southlake, TXLoan Officersince Dec 2011Wells Fargo Private Mortgage BankerMay 2008 - Dec 2011
Skills:
Self-Employed Borrowers, Ground Up New Construction, Luxury Home Financing, Purchase Plus Remodel...
Full Profile

Ranjeeta Rath Grapevine, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Metlife financial solutions
Financial advisor
Company:
Siddhartha rath m.d
M.d,
Full Profile

Marcelo Castaneda Grapevine, 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:
Vice President - Financial Consultant at Charles Schwab
Location:
Southlake, Texas
Industry:
Financial Services
Work history:
Charles Schwab - Southlake, TXVice President - Financial Consultantsince May 2011AXA Advisors Financial ConsultantApr 2007 - May 2011
Full Profile

Nick Giorgio Dallas, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor & CRPC® at Ameriprise Financial Services, Inc.
Title:
FINANCIAL ADVISOR & CRPC®
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Southlake, TXFinancial Advisor & CRPC®since Oct 2011Merrill Lynch - Southlake, TXFinancial AdvisorJul 2006 - Oct 2011
Certifications:
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

Justin Day Bedford, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Owner • Chief Executive

Experience & Education

Position:
Controller at Hans Johnsen Company, Owner Operator at J Day Consulting LLC
Title:
Financial Consultant
Location:
Bedford, Texas
Industry:
Accounting
Work history:
Hans Johnsen Company Controllersince Nov 2012J Day Consulting LLC - Grapevine, TXOwner Operatorsince Jan 2011
Full Profile

Kent Hendrix Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Physician

Experience & Education

Position:
Sr. Mortgage Banker in Dallas/Fort Worth TX at Ameripro Funding
Title:
Dalllas/Fort Worth Sr. Mortgage Banker at Ameriprofunding
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Ameripro Funding - Southlake, TXSr. Mortgage Banker in Dallas/Fort Worth TXsince Feb 2005Smith & Nephew Director of Physician ServicesJan 1996 - Mar 2002
Full Profile

Brian Olson Dallas, TX

Professions & Specialties

Portfolio Manager • Financial Consultant • Certified Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Sales Representative • Sales Agent • Financial Manager • Financial Analyst

Experience & Education

Position:
First Vice-President/Financial Advisor/Certified Portfolio Manager®/CERTIFIED FINANCIAL PLANNER™ at ...
Title:
First Vice-President/ Wealth Management/Certified Portfolio Manager®/Financial Advisor/CERTIFIED FINANCIAL PLANNER™
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Southlake, TXFirst Vice-President/Financial Advisor/Certified Portfolio Manager®/CERTIFIED FINANCIAL PLANNER™since May 1986Norstan Information Systems - Tulsa, Oklahoma AreaSales RepresentativeJun 1984 - Jan 1986
Full Profile

Marshall Branson Grapevine, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • National Accounts Manager • Retail Professional • Consumer Goods Professional • National Sales Assistant • Sales Representative • Retail Salesperson • Commodities Clerk • Account Manager • Business Development Manager • Operations Manager

Experience & Education

Position:
National Account Manager at Rheem Air Conditioning, Business Development Manager Retail Sales at...
Title:
National Accounts Manager Rheem Manufacturing
Location:
Southlake, Texas
Industry:
Consumer Goods
Work history:
Rheem Air Conditioning National Account Managersince Jan 2005Rheem Manufacturing Business Development Manager Retail Salessince 1981
Languages:
Spanish, English
Full Profile

Diana Christopher Grapevine, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Realtor® at Coldwell Banker Residential Brokerage, Southlake TX
Title:
Realtor® with Coldwell Banker
Location:
Southlake, Texas
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage, Southlake TX - Southlake, TexasRealtor®since Feb 2012
Full Profile

Chad Patton Grapevine, TX

Professions & Specialties

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

Experience & Education

Position:
VP Financial Advisor at Merrill Lynch
Title:
Vice President- at Merrill Lynch
Location:
Southlake, Texas
Industry:
Investment Management
Work history:
Merrill Lynch - 286 Grand Avenue, suite 200southlake, texas 76092VP Financial Advisorsince Mar 2013Bernstein Global Wealth Management - Dallas/Fort Worth AreaVice President-Financial AdvisorMay 2010 - Feb 2013
Full Profile

Leslie Benge Grapevine, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative

Experience & Education

Position:
Benge Financial Group at Wells Fargo Advisors, LLC
Title:
Financial Advisor with Benge Financial Group of Wells Fargo Advisors
Location:
Southlake, Texas
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Benge Financial Groupsince Oct 2011Homes in Sync Independent Realtor/Broker/StagerSep 2010 - Oct 2011
Full Profile

Bob Pangrac Grapevine, TX

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
Partner at Thrivent Financial for Lutherans
Title:
Financial Associate at Thrivent Financial for Lutherans
Location:
Grapevine, Texas
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Texas Regional Financial OfficePartnersince Mar 2009V-Soft Regional Sales2006 - 2007
Skills:
Account Management
Full Profile

Susan Richardson Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Realtor at Coldwell Banker
Title:
Realtor Specializing in Northeast Tarrant County Residential Real Estate
Location:
Dallas/Fort Worth Area
Industry:
Real Estate
Work history:
Coldwell Banker - 500 W. Southlke Blvd., Southlake, TX 76051Realtorsince Sep 2012Century 21 Judge Fite RealtorJun 1999 - Sep 2012
Full Profile

Pam Hackel Grapevine, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Board Director • Director • Board Member • Chairperson • Chief Executive • Operations Manager • Management Team Executive • Volunteer • Non-Profit • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Volunteer at Seniors Helping Seniors(r), Director at Naitonal Bank of Texas
Title:
Bank board director and volunteer
Location:
Grapevine, Texas
Industry:
Consumer Goods
Work history:
Seniors Helping Seniors(r) - Northeast Tarrant CountyVolunteersince Oct 2012Naitonal Bank of Texas - Fort Worth, TexasDirectorsince Jan 1996
Full Profile

Pamela Fenn Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Senior Manager • Advertising Professional • Advertising Sales Agent • Information Technology Specialist • IT Specialist • Health Professional • Health Practitioner

Experience & Education

Title:
Experienced Financial Advisor and Wealth Manager.
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
McKinney Healthcare and Rehab - McKinney,TexasNursing Home AdministratorDec 2010 - Jun 2012AUTUMN LEAVES - Fort Worth, TexasDirectorMay 2010 - Dec 2010
Full Profile

Martin Day Grapevine, TX

Professions & Specialties

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

Experience & Education

Position:
President & Financial Advisor at Box Financial Advisors
Title:
President, Financial Advisor at Box Financial Advisors
Location:
Grapevine, Texas
Industry:
Financial Services
Work history:
Box Financial Advisors President & Financial Advisorsince Oct 2010H.D. Vest Financial Services Wealth Management SpecialistJun 1998 - Oct 2010
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

Justin Knieberg Grapevine, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Performer • Director • Sales Manager • Operations Manager

Experience & Education

Title:
Experienced Business Sales Executive
Location:
Grapevine, Texas
Industry:
Financial Services
Work history:
Bank of America - Long Beach CaliforniaSmall Busienss BankerFeb 2011 - Jul 2011Northpark Tax Resolution Director of Sales and MarketingMar 2007 - Jul 2011
Full Profile

Becky Bowlen Grapevine, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Clerk • Clerical Specialist • Customer Service • Client Service Officer • Operations Manager

Experience & Education

Position:
Wire Transfer Clerk at Bank of the West
Title:
Wire Transfer Department at Bank of the West
Location:
Grapevine, Texas
Industry:
Banking
Work history:
Bank of the West - Grapevine, TXWire Transfer Clerksince Aug 2012Bank of the West - Lewisville, TXFinancial Services RepresentativeSep 2006 - Aug 2012
Skills:
Fedwire, TIB, Wire Transfers, Lines Of Credit, Loans, Commercial Banking, Banking, Retail Banking,...
Full Profile

Melissa Denton Fort Worth, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • DB Administrator • Database Administration Professional • Database Administrator • Hospital Care Professional • Health Professional • Health Practitioner • Office Clerk • Clerical Specialist • Operations Manager

Experience & Education

Position:
Financial Services Representative at Silverleaf Resorts
Location:
Haltom City, Texas
Industry:
Financial Services
Work history:
Silverleaf Resorts - North Richland Hills, TXFinancial Services Representativesince Nov 2011Financial Freedom Processing - Dallas/Fort Worth AreaAccount ManagerSep 2010 - Nov 2011
Full Profile

Darin Brown Grapevine, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • IT Manager • Programmer • Computer Programmer • Information Technology Specialist • IT Specialist • Information Technology Director • Manager • Operations Manager • Freight Clerk • Clerical Specialist • Equipment Tools Purchasing Agent • Consumer Goods Professional • Department Store Salesperson • Retail Professional • Retail Salesperson • Commodities Clerk

Experience & Education

Position:
Programmer at ABC Imaging
Title:
It Manager / Software Archetect / Developer
Location:
Grapevine, Texas
Industry:
Information Technology and Services
Work history:
ABC Imaging - Dallas/Fort Worth AreaProgrammersince May 2010Technical Transportation, Inc - Southlake, TX IT Dept ManagerApr 2002 - May 2009
Skills:
Software Development, Process Improvement, Product Development, Software Project Management,...
Full Profile

Mimi Tran Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Philanthropy Professional • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Social Workers • Non-Profit • Community Service Manager • Bachelor of Science • Government Administration Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service

Experience & Education

Position:
Community Leader/Private Banker at Frost Bank, Board of Directors at Southlake Women's Club, Board...
Title:
Community Leader/Private Banker at Frost Bank
Location:
Dallas/Fort Worth Area
Industry:
Banking
Work history:
Frost Bank - Southlake/ColleyvilleCommunity Leader/Private Bankersince Feb 2013Southlake Women's Club - Southlake, TXBoard of Directorssince Jun 2011
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Robert O'haugherty Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Educational Manager

Experience & Education

Position:
Owner, Mentor at Pineapple Trading Company
Title:
Pineapple Trading Company
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Pineapple Trading Company Owner, Mentorsince Apr 2008Rutherford Realty - Southlake, TXReal Estate AgentMay 2008 - Aug 2009
Skills:
Commodity Futures Trading Specialist, Floor and Off Floor, Hedges, Arbitrages
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Bobby Carr Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Leader • Managers • Manager • Marketing Manager • Operations Manager

Experience & Education

Position:
Financial Center Leader/Branch Manager at BB&T
Title:
Branch Manager at BB&T Bank (Branch Banking & Trust)
Location:
Dallas/Fort Worth Area
Industry:
Banking
Work history:
BB&T - Plano, TXFinancial Center Leader/Branch Managersince Apr 2012BB&T - Southlake, TXRelationship BankerMay 2007 - May 2012
Skills:
Risk Management, Loans, Finance, Investments, Credit, Lines Of Credit, Commercial Banking,...
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Financial Services Professionals near Grapevine, TX07,45714,91422,37129,82837,285DallasFort WorthIrvingArlingtonLewisvilleCarrolltonDentonGrand PrairieAddisonKeller