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Financial Services Sales Agents in Grapevine, TX

Here is a complete directory of nearly every professional Financial Services Sales Agents in your town.

The Trustoria Directory helps everyone find the best Financial broker for their upcoming project.

Be sure to see other regions near Grapevine, TX to find the names of more service providers.

238 results found

Sean Galaise Dallas, TX

Sean Galaise

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentSales and Service SpecialistServices ProfessionalSupplierNurse PractitionerCertified Nurse AideNurseInvestorReal Estate ManagerProperty ManagerLicensed Real Estate BrokerOperations ManagerDirectorAccounting BookkeeperBookkeeper

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

Dan Skognes Dallas, TX

Dan Skognes Independent Insurance and Finance Professional. Entrepreneur.  Motivation Blogger.  Let's connect!

Professions & Specialties

Financial ConsultantFinancial Services Sales AgentFinancial Services ProfessionalAgentAccounting BookkeeperFinance and Accounting SpecialistChief ExecutiveOwnerSales RepresentativeAuthoressAuthorBloggerTeam MemberManagersSupporting MemberEntrepreneurBookkeeper

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,...

Jackie Mijol Dallas, TX

Jackie Mijol Financial Advisor at Citi

Professions & Specialties

Financial ConsultantFinancial Services Sales AgentFinancial Services ProfessionalManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorProperty ManagerBachelor of ScienceManagersSecurityAdvocateRecruitmentHuman Resources SpecialistLegal CounselJuristChief ExecutiveManagement Team ExecutiveReal 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,...

Jeffrey Lambeth Dallas, TX

Jeffrey Lambeth Investment Advisor at Waterworth Wealth Advisors, LLC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerManagerSales DirectorSales ManagerLawyerTrust Law AttorneyFiduciaryNurse PractitionerCertified Nurse AideNurseIndependent Business OwnersBookkeeperAccounting BookkeeperFinance and Accounting SpecialistContractorIndependent ContractorAdvisorAnalystsProperty ManagerReal 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

Adam Brooks Grapevine, TX

Adam Brooks Regional Senior Marketing Representative at SportsCare USA, Inc.

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeProject ManagerPhysicianAdvertising ProfessionalAdvertising Sales AgentProject ManagersHealth Services ManagerHealth Services DirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

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...

Catherine Kramer Grapevine, TX

Professions & Specialties

Financial Services ProfessionalCollectorFinancial Services Sales AgentRepossessorCollections SpecialistAdjunct InstructorLecturerPostsecondary TeacherSecurityClient Development ManagerManagersBachelor 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, ...

Cliff Lee Dallas, TX

Cliff Lee Sourcing, Buyer, Logistics, Import Export, National Account Sales

Professions & Specialties

TraderFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalSales AgentLogisticianChief ExecutiveVice PresidentLogistics SupervisorCommodities ClerkSales and Service SpecialistServices ProfessionalSales RepresentativeBuyer and SellerConsumer Goods ProfessionalSupplierBuyerClerical SpecialistOperations ManagerSales ManagerSecretaryRecruitmentSoftware DeveloperSoftware DevelopersComputer 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

Christopher Mankoff Grapevine, TX

Christopher Mankoff Investment Consultant at TD Ameritrade

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorAccounting BookkeeperBookkeeper

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...

David Lee Grapevine, TX

David Lee VP - Manager Fixed Income Trading

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentManagerChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInvestorRecruitmentSales 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...

David Sokolowski Dallas, TX

David Sokolowski Financial Representative

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBookkeeperLawyerFiduciaryTrust Law AttorneyAccounting BookkeeperFinance and Accounting SpecialistRepresentativeAdvisorBusiness AdministratorBachelor of ScienceSales RepresentativeSchool AdministratorEducational ManagerCustomer RelationsCorporate ExecutiveChief ExecutiveOperations 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

Jeff Critchfield Grapevine, TX

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerManagerOperations ManagerRegional Sales ConsultantSales 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 []

Laura Priddy Dallas, TX

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentBankerManagerOperations ManagerCoordinatorSupervisorConciergeManagersEntertainment ProfessionalEntertainerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

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...

Zach Dishman Grapevine, TX

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCredit AnalystLoan 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

Cale Bearden Grapevine, TX

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial 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

Lance Gandy Grapevine, TX

Lance Gandy Sales Management Trainee at Gameness Sports

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentManager in TrainingManagersBusiness AdministratorDirectorOperations ManagerMaster of Business AdministrationBachelor of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

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

Randall Lane Grapevine, TX

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersOperations ManagerDirector of OperationsManagerClient ManagerClient Service OfficerBachelor of ScienceCustomer Service

Experience & Education

Work

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

Ken Nelson Dallas, TX

Ken Nelson Owner at Beholdin' Grace, LLC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveSports TrainerSports TrainersCertified Nurse AideNurseNurse 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

Shawn Akberali Dallas, TX

Shawn Akberali Bank Teller at Chase

Professions & Specialties

Bank TellerTellerBankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail 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

Joshua Garrett Grapevine, TX

Joshua Garrett Associate Marketing Manager at PepsiCo - Frito Lay

Professions & Specialties

TraderFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalConsumer Goods ProfessionalMarketing ManagerProduce ManagerProduction ManagerMarketing AdministratorSupporting MemberTeam MemberCommodities ClerkRetail SalespersonMarket Research AnalystAnalystsBrand RepresentativeComputer 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

Daniel Sanabria Dallas, TX

Daniel Sanabria Revenue Management

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsCustomer ServiceClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

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

Racquel Ramsey Grapevine, TX

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

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

Shay Brookshire Grapevine, TX

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentCashier

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

Angelique York Grapevine, TX

Professions & Specialties

BankerTellerFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorSales Account AssociateSales ExecutivePublicity WriterAuthor

Experience & Education

Work

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

Skills

Reporter, Features Writer, Columnist, Copy Writer

Melissa Mccoy Dallas, TX

Melissa Mccoy Sales Director at Comfort Inn Grapevine

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales DirectorSales ManagerManagersAccounting BookkeeperBookkeeper

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

Barry Johnson Grapevine, TX

Barry Johnson Retired

Professions & Specialties

Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystSoftware TesterComputer SpecialistVice PresidentChief ExecutiveIndustrial Engineering ProfessionalSales AgentSales and Service SpecialistServices ProfessionalBookkeeperAccounting BookkeeperFinance and Accounting SpecialistMaster of Business AdministrationAdministrative AssociateIndustrial EngineerClerical SpecialistAdministrative ClerkSecurityAssistant to the PresidentOperations ManagerCorporate ExecutiveManagerSales 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,...

Betsy Montoya Dallas, TX

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentBusiness AnalystAnalystAnalystsConsumer Goods ProfessionalCommodities ClerkExpedition SpecialistSales RepresentativeLogisticianIT 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

Kathy Selvidge Dallas, TX

Kathy Selvidge Administrative Officer at Texas Republic Bank

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAdministrative OfficerManagersConsumer Goods ProfessionalSales AgentCommodities ClerkSales 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

Stephanie Gartman Grapevine, TX

Stephanie Gartman Mortgage Loan Officer at First National Bank - Town Square Mortgage

Professions & Specialties

Mortgage Loan OfficerLoan OfficerBankerMortgage SpecialistLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperContractorProperty ManagerReal 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...

Ranjeeta Rath Grapevine, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

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

Marcelo Castaneda Grapevine, TX

Marcelo Castaneda Vice President - Financial Consultant at Charles Schwab

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

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

Nick Giorgio Dallas, TX

Nick Giorgio FINANCIAL ADVISOR & CRPC®

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisor

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

Justin Day Bedford, TX

Justin Day Financial Consultant

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerOwnerChief 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

Kent Hendrix Dallas, TX

Kent Hendrix Dalllas/Fort Worth Sr. Mortgage Banker at Ameriprofunding

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorOperations ManagerPhysician

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

Brian Olson Dallas, TX

Brian Olson First Vice-President/ Wealth Management/Certified Portfolio Manager®/Financial Advisor/CERTIFIED FINANCIAL PLANNER™

Professions & Specialties

Portfolio ManagerFinancial ConsultantCertified Financial PlannerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorSales RepresentativeSales AgentFinancial ManagerFinancial 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

Marshall Branson Grapevine, TX

Marshall Branson National Accounts Manager Rheem Manufacturing

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentNational Accounts ManagerRetail ProfessionalConsumer Goods ProfessionalNational Sales AssistantSales RepresentativeRetail SalespersonCommodities ClerkAccount ManagerBusiness Development ManagerOperations 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

Diana Christopher Grapevine, TX

Diana Christopher Realtor® with Coldwell Banker

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal 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

Chad Patton Grapevine, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerDeputy 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

Leslie Benge Grapevine, TX

Leslie Benge Financial Advisor with Benge Financial Group of Wells Fargo Advisors

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales 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

Bob Pangrac Grapevine, TX

Bob Pangrac Financial Associate at Thrivent Financial for Lutherans

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIT 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

Susan Richardson Dallas, TX

Susan Richardson Realtor Specializing in Northeast Tarrant County Residential Real Estate

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal 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

Pam Hackel Grapevine, TX

Pam Hackel Bank board director and volunteer

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentBoard DirectorDirectorBoard MemberChairpersonChief ExecutiveOperations ManagerManagement Team ExecutiveVolunteerNon-ProfitConsumer Goods ProfessionalCommodities 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

Pamela Fenn Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBookkeeperAccounting BookkeeperFinance and Accounting SpecialistOperations ManagerDirectorManagerChief ExecutiveSenior ManagerAdvertising ProfessionalAdvertising Sales AgentInformation Technology SpecialistIT SpecialistHealth ProfessionalHealth 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

Martin Day Grapevine, TX

Martin Day President, Financial Advisor at Box Financial Advisors

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

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

Justin Knieberg Grapevine, TX

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales ExecutivePremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPerformerDirectorSales ManagerOperations 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

Becky Bowlen Grapevine, TX

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentClerkClerical SpecialistCustomer ServiceClient Service OfficerOperations 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,...

Melissa Denton Fort Worth, TX

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperDB AdministratorDatabase Administration ProfessionalDatabase AdministratorHospital Care ProfessionalHealth ProfessionalHealth PractitionerOffice ClerkClerical SpecialistOperations 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

Darin Brown Grapevine, TX

Professions & Specialties

TraderFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalFreight ClerkRetail SalespersonRetail ProfessionalDepartment Store SalespersonConsumer Goods ProfessionalEquipment Tools Purchasing AgentClerical SpecialistManagerOperations ManagerInformation Technology DirectorIT SpecialistInformation Technology SpecialistComputer ProgrammerProgrammerIT ManagerCommodities 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,...

Mimi Tran Dallas, TX

Professions & Specialties

BankerFinancial Services Sales AgentFinancial Services ProfessionalManagement Team ExecutiveSocial WorkersOperations ManagerChief ExecutiveChairpersonBoard MemberPhilanthropy ProfessionalNon-ProfitCommunity Service ManagerBachelor of ScienceGovernment Administration ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerCustomer 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

Robert O'haugherty Dallas, TX

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEducational 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

Bobby Carr Dallas, TX

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorLeaderManagersManagerMarketing ManagerOperations 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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