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Personal Financial Planners in Texas

Personal Financial Planners in Dallas, TX

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10 results found

Jose Roberto Parker Dallas, TX

Professions & Specialties

Financial Services Professional • Personal Financial Planner • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Counselor • Representative • Investor • Management Consultant • Recognition • Management Analyst • Analysts • Partner • Financial Manager • Chief Executive • Agent • Sales Representative • Human Resources Specialist • Recruitment

Experience & Education

Position:
Advisor / Consultant to Managing Members at TIN MARIN, LLC, Personal Financial Planner and...
Title:
Experienced Business Advisor / Financial Services Professional
Location:
Dallas/Fort Worth Area
Industry:
Management Consulting
Work history:
TIN MARIN, LLC - Allen, TXAdvisor / Consultant to Managing Memberssince Jan 2008Independent Financial Broker - Dallas/Fort Worth AreaPersonal Financial Planner and Investment Representativesince Apr 2003
Skills:
Financial Analysis, Operating Budgets, Financial Forecasting, Client Development, Microsoft Office, ...
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Mark Johnson Dallas, TX

Professions & Specialties

Financial Consultant • Personal Financial Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Entrepreneur • Philanthrope • Managers • Non-Profit • Board Member • Owner • Management Team Executive • Operations Manager • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Title:
Experienced Entrepreneur, Non Profit Board Member.
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Eagle Wealth Management Owner and Financial AdvisorAug 1994 - Feb 2009IDS Financial Services Financial AdvisorFeb 1992 - Aug 1994
Skills:
Project Planning, Investments, Estate Planning, Retirement Planning, Wealth Management, Financial...
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Dipo Akanji Dallas, TX

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Retail Professional • Retail Salesperson • Financial Manager

Experience & Education

Position:
Insurance Agent at American General Life and Accident
Title:
Insurance/Personal Financial Planner
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
American General Life and Accident - Dallas/Fort Worth AreaInsurance Agentsince Sep 2011Advantage Sales & Marketing Retail Sales MerchandiserSep 2009 - Jan 2011
Skills:
Customer Service, Personal Financial Planning, Risk Management, Sales, Budgets, Business Planning,...
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Gordon Connally Dallas, TX

Professions & Specialties

Financial Consultant • Personal Financial Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Account Service Manager • Client Service Officer • Brand Planner • Brand Representative • Customer Service • Marketing Manager • Financial Manager

Experience & Education

Position:
Account Executive at ABC Radio
Location:
Dallas/Fort Worth Area
Industry:
Broadcast Media
Work history:
ABC Radio Account Executivesince Jul 2006American Express/Raymond James Financial AdvisorOct 1998 - Jul 2006
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Maureen Maholic Dallas, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Office Assistant • Leader • Volunteer • Contractor • Office Clerk • Clerical Specialist • Managers • Non-Profit • Senior Vice President • Marketing Director • Chief Administrative Officer • Vice President • Chief Executive • Reporter • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Information Technology Specialist • IT Specialist • Independent Business Owners • Publishing Professional • Operations Manager • Financial Manager • Client Service Officer • Regional Sales Consultant • Sales Representative • Computer Software Professional • Systems Support Specialist • Support Specialists • Software Developers • Customer Service • Bachelor of Arts • Secretary • Recruitment • Sports Trainers

Experience & Education

Position:
Executive Assistant to SVP/CMO of Marketing & Solutions Management at Sabre Airline Solutions
Title:
Executive Assistant to Senior VP/Chief Marketing Officer of Marketing & Solutions Management at Sabre Airline Solutions
Location:
Dallas/Fort Worth Area
Industry:
Information Technology and Services
Work history:
Sabre Airline Solutions - Southlake, TXExecutive Assistant to SVP/CMO of Marketing & Solutions Managementsince May 2012Sabre-Holdings Executive Assistant to VP of PNR & VP of Customer ProfilesMar 2011 - May 2012
s personal financial planner/investment manager
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Larry Sutherland Dallas, TX

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Vice President of Operations • Vice President • Operations Manager • Chief Executive • Owner • Financial Manager • Supporting Member • Butler • Supervisor • Construction • Team Member • Personal Care Aide • Managers • National Accounts Manager • National Sales Assistant • Sales Representative

Experience & Education

Position:
VP Operations, West Region at Spectrum Wireless Solutions
Title:
VP Operations, West Region & TNS Division at Spectrum Wireless Solutions
Location:
Dallas/Fort Worth Area
Industry:
Telecommunications
Work history:
Spectrum Wireless Solutions - Dallas/Fort Worth AreaVP Operations, West Regionsince Jan 2013Quanta Wireless Solutions - Dallas/Fort Worth Area, Los Angeles, San Francisco, Las Vegas, HawaiiVP West RegionMar 2012 - Jan 2013
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Chuck Kobdish Dallas, TX

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Chiropractic Doctor • Chiropractor • Wellness and Fitness • Chairperson • Financial Manager • Management Team Executive • Operations Manager • Family Practitioner • General Practitioner • Physician • Massage Therapy • Psychology Specialist • Master of Science • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at BackMenders - Chiropractic with Care
Location:
Dallas/Fort Worth Area
Industry:
Health, Wellness and Fitness
Work history:
BackMenders - Chiropractic with Care OwnerBank One Personal Banker2002 - 2002
Skills:
Chiropractic Manipulative Therapy of Spine and Extremities, Spinal Decompression Therapy, Injury...
Personal Financial Planner at American Express Fin..
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James Stephan Dallas, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Apprentice • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Financial Analyst • Psychology Specialist • Psychologist • Financial Manager • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Intern at Caddo Holdings, LLC, Masters of Real Estate Student at Texas A&M University
Title:
Intern at Caddo Holdings, LLC
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Caddo Holdings, LLC - Dallas/Fort Worth AreaInternsince May 2013Texas A&M University - College Station, TexasMasters of Real Estate Studentsince Jul 2012
Personal Financial Planner at AXA Advisors
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Charles Kobdish Dallas, TX

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Chiropractic Doctor • Chiropractor • Wellness and Fitness • Financial Manager

Experience & Education

Title:
Owner, BackMenders - Chiropractic with Care
Location:
Dallas/Fort Worth Area
Industry:
Health, Wellness and Fitness
Personal Financial Planner at American Express Fin..
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Zoey Wang Dallas, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Financial Manager • Contractor

Experience & Education

Work

Company:
Liu inc. cpa - Plymouth, MN
Staff accountant
Company:
China zheshang bank co., ltd
Investment banking assistant

Skills

QuickBooks, Microsoft Office
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