Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Services Professionals in Texas

Financial Services Professionals in Richardson, TX

Find a professional & check records

Here is a complete list of most experienced Financial Services Professionals nearby.

The Trustoria Professional Directory gives everyone all the resources needed to locate the best Financial broker for any need.

Be sure to research other cities near you to get the names of more service providers.

250 results found

Cody Thompson Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Servicer • Advisor • Managers • Marketing Director • Co-Founder • Chief Executive Officer • Chief Networking Officer • Chief Executive • Founder • Founding Member • Corporate Executive • Customer Relations • Sales Person • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Business Administrator • Operations Manager • Bachelor of Science • Real Estate Sales Agent • Real Estate Manager • Recruitment

Experience & Education

Position:
Mortgage Banker at New American Funding, Marketing Director & Independent Insurance Specialist...
Title:
Financial & Mortgage Planning Specialist, Entrepreneur
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
New American Funding - Allen, TXMortgage Bankersince Apr 2013World Financial Group (WFG) & Transamerica Financial Advisors, Inc. (TFA) - PlanoMarketing Director & Independent Insurance Specialistsince Feb 2013
Skills:
Marketing, Recruiting, Sales, Insurance, Business Development, Networking, Leadership, Management,...
Full Profile

Sharon Anaston Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Region Manager • Founder • Chief Executive Officer • District Manager • Founding Member • Chief Executive • Corporate Executive • Marketing Manager • Sales Support • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Leader • Area Manager • Managers • Service Operations Expert • Independent Business Owners

Experience & Education

Position:
Founder | Regional Director Sales Operations at Regional Director Sales Operations Leadership in...
Title:
Regional Director Sales Operations | Open to new opportunities
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Regional Director Sales Operations Leadership in the Dallas/Fort Worth Area - Dallas/Fort Worth AreaFounder | Regional Director Sales OperationsSears Holdings Corporation - Dallas / Fort Worth areaDistrict General Manager, Sales OperationsApr 2006 - Apr 2013
Full Profile

Dave Specht Richardson, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Technical Support Specialist • Systems Support Specialist • Support Specialists • Manager • Owner • Operations Manager • Chief Executive • Consumer Goods Professional • Commodities Clerk • Team Leader • District Manager • Region Manager • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Field Supervisor • Supporting Member • Service Operations Expert • Managers • Area Manager • Team Member

Experience & Education

Position:
Sr. Manager, Technical Support - N. America Commercial l at Lennox International
Title:
Sr. Manager Technical Support - Lennox - North America Commercial
Location:
Richardson, Texas
Industry:
Consumer Goods
Work history:
Lennox International - Richardson, TXSr. Manager, Technical Support - N. America Commercial lsince Feb 2011David Specht Insurance Agency Farmers Insurance AgentOct 2009 - Oct 2010
Skills:
Cross-functional Team Leadership, Quality Team Leadership, Field Service Engineering, Technical...
Full Profile

Amanda Widell Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Vice President • Chief Executive Officer • Owner • Operations Manager • Chief Executive • Corporate Executive • Consumer Goods Professional • Client Service Officer • Commodities Clerk • Guide • Tour Guide • Customer Service • Technical Support Specialist • Systems Support Specialist • Support Specialists • Business Consultant • Courier • Logistician

Experience & Education

Position:
Manager, Financial Shared Services at Lennox Industries
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Lennox Industries - Richardson, TXManager, Financial Shared Servicessince Jan 2012Lennox Industries Business Excellence ManagerNov 2009 - Dec 2011
Skills:
Six Sigma, Process Improvement, Lean Manufacturing, Operations Management, Change Management,...
Certifications:
Six Sigma Blackbelt, ASQ
Six Sigma Master Black Belt, Florida Atlantic University
Full Profile

Iram Burnett Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Designers • Police • Sales Representative

Experience & Education

Position:
Community Resource Caseworker at Children’s Advocacy Center of Collin County
Location:
Dallas/Fort Worth Area
Industry:
Civic & Social Organization
Work history:
Children’s Advocacy Center of Collin County - Plano, TXCommunity Resource Caseworkersince Jan 2013Bank of America - Dallas/Fort Worth AreaPersonal BankerJun 2003 - Jun 2009
Languages:
Spanish, Hindi, Urdu, Punjabi
Full Profile

Shentia Simmons Richardson, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Retail Personal Banker at Comerica Bank
Location:
Richardson, Texas
Industry:
Banking
Work history:
Comerica Bank Retail Personal Bankersince Mar 2011
Full Profile

Elvira Rodrigues Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Mortgage Broker • Teller • Loan Officer • Mortgage Specialist • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Judge • Co-Owner • Partner • Owner • Chief Executive • Representative • Investor • Buyer • Sales Representative • Buyer and Seller • Recruitment • Property Manager • Real Estate Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Mortgage Banker at Service First Mortgage
Title:
Bilingual Mortgage Loan Originator NMLS# 265261
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Service First Mortgage - 1851 N. Greenville Avenue Ste 400 - Richardson TX 75081Mortgage Bankersince Feb 2013Premier Nationwide Lending - Flower Mound TX 75028Mortgage BankerJan 2011 - Jan 2013
Skills:
USDA, FHA, Loans, FHA financing, First Time Home Buyers, Real Estate
Full Profile

Adam Lacey Dallas, TX

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Software Engineer • Computer Software Professional • C++ Developer • Lua Developer • JavaScript Developer • Software Developers • Software Developer • Team Leader • Operations Manager

Experience & Education

Position:
Software Engineer Team Lead at DG, Senior Software Engineer at ARGO Data Resource Corporation
Title:
Software Engineer Team Lead at DG
Location:
Dallas/Fort Worth Area
Industry:
Computer Software
Work history:
DG - Irving,TXSoftware Engineer Team Leadsince Jun 2012ARGO Data Resource Corporation - Richardson, TXSenior Software Engineersince Jul 2003
Skills:
.NET, JavaScript, CSS, C#, XML, Software Development, Software Design, ASP.NET, Visual Studio,...
Full Profile

Radu Firica Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Sales Manager

Experience & Education

Position:
Personal Banker II at First Convenience Bank TX
Location:
Dallas/Fort Worth Area
Industry:
Banking
Work history:
First Convenience Bank TX - Mesquite, TXPersonal Banker IIsince Jan 2012Conns Furniture and Bedding SpecialistDec 2010 - Jan 2012
Full Profile

Dave Threlkeld Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Consumer Goods Professional • Commodities Clerk • Chairperson • Chief Executive • Production Manager • Business Administrator

Experience & Education

Position:
Director - Oil Business Development at Safety-Kleen Systems, Inc.
Title:
Director of Product Management...Field Marketing, Trade Marketing, Product Positioning
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Safety-Kleen Systems, Inc. - Richardson, TXDirector - Oil Business Developmentsince Sep 2011Safety-Kleen Systems, Inc. Director of Product Management- Used Oil ServicesSep 2006 - Sep 2011
Skills:
Competitive Analysis, Cross-functional Team Leadership, Integrated Marketing, Product Management,...
Full Profile

Brian Shaw Richardson, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Territory Account Manager • Consumer Goods Professional • Sales Person • Equipment Tools Purchasing Agent • Retail Professional • Commodities Clerk • Sales Representative • Department Store Salesperson • Retail Salesperson • Area Manager • Managers • Senior Customer Service Representative • Client Service Officer • Bachelor of Business Administration • Shop Manager • Sales Manager • Automobile Detailer • Automobile Mechanic • Automotive Specialist • Automotive Professional • Hospital Care Professional • Health Professional • Health Practitioner • Customer Service • Biologist • Biological Scientist • Lecturer • Postsecondary Teacher • Education Professional • Instructor • Stomatologist

Experience & Education

Position:
Territory Manager at Lennox Industries
Location:
Richardson, Texas
Industry:
Consumer Goods
Work history:
Lennox Industries Territory Managersince Apr 2011Avery AC & Heating, Inc - Dallas/Fort Worth AreaComfort Home Sales ConsultantJan 2010 - Apr 2011
Full Profile

Sarah Sneed Richardson, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Consumer Goods Professional • Commodities Clerk • Organization Management • Business Administrator • Technical Specialist • Technical Support Specialists • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Science • Data Entry Specialist • Data Scientist • Network Systems Administrator • Computer Network Professional • Network Administrator • Human Resources Generalist • Human Resource Manager • Recruitment • Operations Manager

Experience & Education

Position:
HRIS Analyst II at Lennox International
Location:
Richardson, Texas
Industry:
Consumer Goods
Work history:
Lennox International - Richardson, TXHRIS Analyst IIsince Mar 2013Celanese - Dallas, TXHRIS AnalystApr 2012 - Mar 2013
Full Profile

Cecily Bolding Richardson, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Bachelor of Business Administration • Hospital Care Professional • Health Professional • Health Practitioner • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Major Gifts Officer at Methodist Richardson Medical Center
Title:
Major Gifts Officer at Methodist Richardson Medical Center Foundation
Location:
Richardson, Texas
Industry:
Banking
Work history:
Methodist Richardson Medical Center - FoundationMajor Gifts Officersince Oct 2012Frost Bank Commercial BankerJul 2008 - Oct 2012
Full Profile

Angela Woydziak Dallas, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Agent • Sales Representative • Leasing Agent • Leasing Property Manager • Licensed Real Estate Broker • Leasing Professional • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Retail Professional • Retail Salesperson

Experience & Education

Position:
CSR at American Homes 4 Rent
Title:
Customer Service Rep at American Homes 4 Rent
Location:
Dallas/Fort Worth Area
Industry:
Real Estate
Work history:
American Homes 4 Rent - Richardson, TXCSRsince Apr 2013Silverleaf Resorts Financial ServicesDec 2007 - May 2012
Skills:
Customer Service, Sales, Telephone Skills, Call Centers, Social Media, Social Networking, Fax,...
Financial Services Representative in a collections..
Full Profile

Mary Langley Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Data Analyst • Data Entry Specialist • Data Scientist • Team Member • Author • Consumer Goods Professional • Commodities Clerk • IT Specialist • Retail Salesperson • Operations Manager

Experience & Education

Position:
Sr. Data Analyst at PepsiCo
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
PepsiCo - Parkwood Facility, Plano, TXSr. Data Analystsince Jan 2007Cadbury Schweppes - Plano, TXSAP Master Data SpecialistSep 2004 - Jan 2007
Full Profile

Nathaniel Hartgraves Richardson, TX

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Prosperity bank
Personal banker
Company:
Bank of america
Teller
Full Profile

Tuti Tsehayetsidk Richardson, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
First national bank of texas
Senior personal banker
Company:
First national bank of texas - Dallas, TX
Tax return preparer
Full Profile

Lasonya Mornes Richardson, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Ntta
Clerk-image review
Company:
First convenience bank - DeSoto, TX
Personal banker
Full Profile

Janet Overly Richardson, TX

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Department Supervisor • Manager • Operations Manager • Sales Manager • Chief Executive • Sales Executive

Experience & Education

Work

Company:
Woodforest national bank
Retail banker - teller
Company:
Wolco marketing group
Merchandiser
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

Brandon Frosch Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Teller • Security • Advisor • Notary Public • Notary • Lawyers • Bachelor of Business Administration • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Personal Banker at Citibank
Location:
Dallas/Fort Worth Area
Industry:
Banking
Work history:
Citibank - Forest Lane, Dallas, tXPersonal Bankersince Oct 2011BBVA Compass - Richardson, TXFinancial Sales AdvisorDec 2009 - Nov 2011
Skills:
Banking, Mortgage Lending, Financial Services, Loans, Credit, Small Business Lending, Customer...
Languages:
Spanish
Certifications:
Life and Health Insurance License
Notary Public
Full Profile

Shentia Simmons Richardson, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Teller • Section Manager • Managers • Patient Support Representative • Healthcare Support

Experience & Education

Work

Company:
Comerica bank - Richardson, TX
Retail personal banker
Company:
Baylor medical center - Garland, TX
Patient care assistant
Full Profile

Fatima Hammad Richardson, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Personal Banker at Wells Fargo
Location:
Richardson, Texas
Industry:
Banking
Work history:
Wells Fargo Personal Bankersince Jan 2012
Full Profile

Greg Richards Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Consumer Goods Professional • Equipment Tools Purchasing Agent • Commodities Clerk • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
CAD/CAM Manager at Ventahood, LTD
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Ventahood, LTD - Richardson, TXCAD/CAM Managersince Oct 1998Rheaco Incorporated - Grand Prairie, TXCAD / CAM Design and ProgrammingJan 1986 - Jul 1998
Full Profile

Amber Dubose Richardson, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Senior Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • HR Manager • Sales Agent • Supervisor • Managers • Master of Business Administration • Bachelor of Science

Experience & Education

Position:
Director - Strategic Planning and System Profitability at Interstate Batteries
Location:
Richardson, Texas
Industry:
Consumer Goods
Work history:
Interstate Batteries Director - Strategic Planning and System Profitabilitysince Jan 2012Interstate Batteries Senior Manager - Pricing, Profitability and ForecastingJul 2010 - Feb 2012
Skills:
Competitive Analysis, Product Marketing, Forecasting, Product Management
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

Chris Lothschutz Richardson, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Vice President of Finance • Chief Executive • Financial Manager • Controller • Consumer Goods Professional • Commodities Clerk • Leader • Managers • Operations Manager • Financial Officer • Controlling Specialist • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Auditor • Advisor

Experience & Education

Position:
Vice President, Controller Lennox Residential at Lennox International
Location:
Richardson, Texas
Industry:
Consumer Goods
Work history:
Lennox International - Richardson TexasVice President, Controller Lennox Residentialsince Feb 2012Cadillac Coffee Company Vice President FinanceApr 2010 - Dec 2011
Full Profile

Brent Friedman Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Home Mortgage Consultant at Citi
Title:
Home Mortgage Consultant at CitiBank
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Citi - Plano, TexasHome Mortgage Consultantsince Jul 2013BB&T - Richardson, TxMortgage BankerJan 2013 - Jun 2013
Skills:
Mortgage Banking, FHA, Mortgage Lending, Refinance, Residential Mortgages, Loans, Credit, Credit...
Full Profile

Michael Anleitner Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Quality Engineer • Compliance Engineer • School Principal • School Administrator • Educational Manager • Consumer Goods Professional • Commodities Clerk • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Position:
Principal Quality Engineer at Lennox Industries
Title:
Principal Quality Engineer
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Lennox Industries - Richardson, TXPrincipal Quality Engineersince Apr 2010Lennox International Principal Quality Engineer2010 - 2013
Skills:
Value Engineering, Product Development, Manufacturing, Automotive, FMEA, Six Sigma, Process...
Full Profile

Mike Bohn Dallas, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Sales Person • Sales Representative • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Psychologist • Psychology Specialist

Experience & Education

Title:
Financial Services Professional
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Everett Financial Group - Dallas, TexasClient Services ManagerNov 2012 - Mar 2013TIAA-CREF - Lewisville, TXInbound Sales ConsultantAug 2010 - Nov 2012
Full Profile

Roger Knight Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Supervisor • Managers • Market Research Analyst • Marketing Manager • Agent • Sales Representative

Experience & Education

Position:
Precious Metals Trader at Provident Metals
Location:
Dallas/Fort Worth Area
Industry:
Marketing and Advertising
Work history:
Provident Metals - Lavon, TXPrecious Metals Tradersince Jan 2013Extend Health - Richardson, TXOperation SupervisorJun 2012 - Dec 2012
Skills:
Product Development, Budgets, Direct Marketing, Marketing Management, Trade Shows, Multimedia,...
Full Profile

Collene Harris Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Mathematics Professor • Mathematical Science Teacher • Information Technology Specialist • Information Systems Analyst • IT Analyst • Software Developer • Software Developers • IT Specialist • Analyst • Analysts

Experience & Education

Position:
Residential Realtor at Coldwell Banker Residential Brokerage
Title:
Texas Realtor
Location:
Dallas/Fort Worth Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - Preston Office, Dallas, TXResidential Realtorsince Sep 2012Fayette County ISD Math TeacherAug 2008 - Aug 2012
Full Profile

Prezel Mccullough Frisco, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analyst • Coordinator • Leader • Analysts • Managers • Consumer Goods Professional • Commodities Clerk • Certified Nurse Aide • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Service Desk Coordinator at Intelinet Systems, District Leader at Primerica
Title:
IT Technical Analyst II
Location:
The Colony, Texas
Industry:
Consumer Goods
Work history:
Intelinet Systems - Richardson, TexasService Desk Coordinatorsince Jun 2013Primerica - Dallas, TXDistrict Leadersince Oct 2011
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

Kevin Lyons Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Manager • Production Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Paralegal

Experience & Education

Position:
Product Manager, Solar and Indoor Air Quality (IAQ) at Lennox International
Title:
Product Manager at Lennox International
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Lennox International - Richardson, TXProduct Manager, Solar and Indoor Air Quality (IAQ)since Jan 2011Lennox International Manager, Product Planning and Market AnalysisAug 2006 - Dec 2010
Full Profile

Christal Fannin Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Partner • Chief Brand Officer • Chief Executive • Consumer Goods Professional • Buyer • Supplier • Commodities Clerk • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Operations Manager • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Corporate Social Responsibility Product Analyst at Fossil
Title:
Corporate Social Responsibility at Fossil
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Fossil - Richardson, TXCorporate Social Responsibility Product Analystsince Jul 2011Natural Wellness USA, Inc. - Arlington, TXProduct / Brand ManagerMar 2007 - Dec 2010
Skills:
Retail, Marketing Strategy, Negotiation, Marketing, Merchandising, Product Development, Product...
Full Profile

Anne Marcom Dallas, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Title:
Financial Services Professional
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Texans Credit Union - Richardson, TexasVice President Member ServicesAug 1985 - May 2011Texans Credit Union - Richardson, TxAssistant Vice President- ACH/ Checking/ Online Banking OperationsAug 1999 - Feb 2002
Skills:
Consumer Lending, Loans, Banking, Credit, Credit Risk, Call Center, Vendor Management, Cost...
Full Profile

Carla Guy Richardson, TX

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compliance Manager

Experience & Education

Position:
Loan Funder/Post Closing at Bank of America Home Loans
Title:
Loan Funder/Post Closing
Location:
Richardson, Texas
Industry:
Financial Services
Work history:
Bank of America Home Loans - Bank of AmericaLoan Funder/Post Closingsince Feb 2010L-3 Communications Infrared Products Traffic Compliance Manager2001 - 2009
Full Profile

Chris Mangum Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Leader • Managers • Information Technology Specialist • IT Specialist • Financial Analyst

Experience & Education

Position:
Sr. Manager - Digital Media Services at Yahoo!
Title:
Sr. Digital Media Manager at Yahoo!
Location:
Dallas/Fort Worth Area
Industry:
Information Technology and Services
Work history:
Yahoo! - Richardson, TxSr. Manager - Digital Media Servicessince Jun 1999Charles Schwab Financial Analyst & Derivatives Trading SpecialistJun 1997 - Jun 1998
Skills:
Digital Media, Live Streaming, Adaptive Streaming, RTMP, Wirecast, Windows Media Encoder, Flash...
Full Profile

Sean Parnell Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Sales Manager • Sales Director • Partner • Chief Executive • Consumer Goods Professional • Commodities Clerk • Account Manager • Operations Manager • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Service Operations Expert • Nurse • Nurse Practitioner

Experience & Education

Position:
National Accounts Sales Manager at Bioworld Merchandising
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Bioworld Merchandising - Irving, TXNational Accounts Sales Managersince Oct 2012Fila - NationwideSpecialty Apparel and Key Account ManagerAug 2009 - Oct 2012
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

Chelsea Edwards Dallas, TX

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Computer Games Professional • Computer Specialist • Animator

Experience & Education

Position:
Artist at id Software
Location:
Dallas/Fort Worth Area
Industry:
Computer Games
Work history:
Id Software - Richardson, TXArtistsince Oct 2010Bank of America Home Loans - Plano, TXPost Closing Specialist & Loan FunderJun 2007 - Oct 2010
Skills:
3DS Max, Photoshop, 3D Coat, Zbrush, id Tech 5, Unreal Engine 3, Marmoset, xNormal, Crazybump,...
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

Lindsey Webb Richardson, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Administrative Assisitant at EVS Supply
Title:
Assistant at EVS Supply
Location:
Richardson, Texas
Industry:
Consumer Goods
Work history:
EVS Supply Administrative Assisitantsince Jun 2010
Full Profile

Kristen Gallagher Richardson, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Auditor • Crewman • Apprentice • Team Member • Student Worker

Experience & Education

Position:
Audit Staff II at Lennox International
Title:
Audit Staff 2
Location:
Richardson, Texas
Industry:
Consumer Goods
Work history:
Lennox International Audit Staff IIsince Jul 2012Martin Resource Management Corporation - Longview, Texas AreaInternal Audit Staff 2Aug 2009 - Jul 2012
Skills:
Internal Audit, SOX, Accounting, Auditing, Internal Controls, TeamMate, Lawson General Ledger, SAP, ...
Full Profile

Quyen Tran Richardson, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Systems Administrator • Computer Systems Administrator • Human Resources Specialist • Recruitment • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Sr. Service-Now Administrator & Developer at Lennox International
Title:
Certified Sr. Service-Now Administrator and Developer at Lennox International
Location:
Richardson, Texas
Industry:
Consumer Goods
Work history:
Lennox International - Richardson, TXSr. Service-Now Administrator & Developersince May 2009Lennox International BMC Remedy Administrator & DeveloperMar 2002 - May 2009
Certifications:
Service-Now Certified System Administrator, Service-Now
ITIL V3 Foundation Certified, Loyalist Certification Services
Full Profile

Stacy Dodson Dallas, TX

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Network Designer • Computer Network Professional • Computer Network Engineer • Network Systems Administrator • Network Administrator • Consumer Goods Professional • Commodities Clerk • Analyst • Analysts • IT Specialist

Experience & Education

Position:
Network Engineer at Service Experts
Location:
Dallas/Fort Worth Area
Industry:
Consumer Goods
Work history:
Service Experts - Plano, TXNetwork Engineersince Aug 2013Lennox International - Richardson, TXCommuncations AnalystAug 1996 - Aug 2013
Full Profile

Lucy King Dallas, TX

Professions & Specialties

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

Experience & Education

Position:
Broker-Associate at Coldwell Banker Apex, Realtors, Broker associate at Coldwell Banker Apex,...
Title:
Broker associate at Coldwell Banker, Apex Realtors
Location:
Dallas/Fort Worth Area
Industry:
Real Estate
Work history:
Coldwell Banker Apex, Realtors Broker-Associatesince 1994Coldwell Banker Apex Broker associatesince Jul 1992
Full Profile

Haifeng Yao Richardson, TX

Professions & Specialties

Banker • Investment Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Analyst • Master of Business Administration • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Work

Company:
Jpmorgan chase bank, n.a.
Personal banker
Company:
Merrill lynch - Riverside, CA
Investment analyst (internship)

Skills

1.Advanced skills in MS Office Suite, IBM SPSS Statistics, Matlab. 2.Fluent in English, Mandarin...
Full Profile


Financial Services Professionals near Richardson, TX07,45714,91422,37129,82837,285DallasPlanoFriscoGarlandCarrolltonMesquiteAddisonAllenRowlett