Dynamic Wealth Advisors
Description
Address: 7150 E Camelback Rd, Scottsdale, AZ 85251 Hours: Open ⋅ Closes 5PM Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (877) 257-3840: : : Category: : : Website: Place name: : Website: http://dynamicwealthadvisors.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 2 PM: Usually not too busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 10 min to 3.5 hr here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Dynamic Wealth Advisors Posting publicly on the Web Write a review Reviews 1 Google review
Dynamic Wealth Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Dynamic Wealth Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Dynamic Wealth Advisors Salaries. You can even request information on how much does Dynamic Wealth Advisors pay if you want to. Learn about salaries, pros and cons of working for Dynamic Wealth Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
13 Dynamic Wealth Advisors employees in database. Find out everything there's to know about Dynamic Wealth Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Dynamic Wealth Advisors Employees
Employee
Years
Job
Industry
Darci Depweg Darci Depweg's Dynamic Wealth Advisors Experience May 2012 - Present
Job Consultant and Virtual Strategist
Industry Management Consulting
Experience
Va at Large July 2011 - Present
Steve's Woodworking & Handyman Service August 2011 - Present
Dynamic Wealth Advisors May 2012 - Present
Wilson Wealth Management January 2013 - July 2013
Centorbi Financial August 2012 - May 2013
The Entrust Group January 2010 - May 2012
EFS Administration January 2010 - July 2011
ART II February 2001 - January 2010
Taylor Group, Securities America Inc February 2001 - December 2009
Skills
Administration, Small Business, Coaching, Customer Relations, Microsoft Office, Entrepreneur, Entrepreneurship, Customer Service, Retirement, Marketing, Management, Training, Business Development, New Business Development, Alternative Investments, Financial Services, Social Media Marketing, Leadership, Social Media, Start-ups, CRM, Consulting, Investments, Client Services
Education
Troy State University 1989 — 1993
Human Services & Economics
University of Maryland - Germany 1985 — 1987
Business Management
Burroughs High School
High School Diploma
Troy University
Bachelor of Applied Science (B.A.Sc.), Human Services, General
Va at Large July 2011 - Present
Steve's Woodworking & Handyman Service August 2011 - Present
Dynamic Wealth Advisors May 2012 - Present
Wilson Wealth Management January 2013 - July 2013
Centorbi Financial August 2012 - May 2013
The Entrust Group January 2010 - May 2012
EFS Administration January 2010 - July 2011
ART II February 2001 - January 2010
Taylor Group, Securities America Inc February 2001 - December 2009
Skills
Administration, Small Business, Coaching, Customer Relations, Microsoft Office, Entrepreneur, Entrepreneurship, Customer Service, Retirement, Marketing, Management, Training, Business Development, New Business Development, Alternative Investments, Financial Services, Social Media Marketing, Leadership, Social Media, Start-ups, CRM, Consulting, Investments, Client Services
Education
Troy State University 1989 — 1993
Human Services & Economics
University of Maryland - Germany 1985 — 1987
Business Management
Burroughs High School
High School Diploma
Troy University
Bachelor of Applied Science (B.A.Sc.), Human Services, General
Francis Gillis AIF, QPFC, PPC Francis Gillis AIF, QPFC, PPC's Dynamic Wealth Advisors Experience February 2012 - Present
Job Retirement Plan Manager at Dynamic Wealth Advisors
Industry Financial Services
Experience
Dynamic Wealth Advisor February 2012 - Present
Dynamic Wealth Advisors February 2012 - Present
Gillis Financial Solutions, LLC November 1986 - Present
Skills
ERISA Fiduciary..., Retirement Planning, Qualified Retirement..., Investment Advisory, Fiduciary Management, Retirement Benefits, Employee Benefits, ERISA, Defined Benefit, Profit Sharing, Pension Funds, 401k, Retirement, Mutual Funds, Investments, Financial Advisory, Asset Allocation, Pensions
Education
ASPPA - NAPA 2012 — 2012
Qualified Plan Financial Consultant, Retirement Plan Management, Pass
Robert Morris University 2007 — 2007
Professional Plan Consultant, ERISA Compliance, Pass
Center For Fiduciary Studies 2005 — 2005
Accredited Investment Fiduciary, Fiduciary Compliance, Pass
National Institute of Pension Administrators 2005 — 2005
Accredited Pension Representative, ERISA Retirement Plan Governance, Pass
Regis University 1989 — 1990
Bachelor of Science (BS), Finance, General (Cum Laude)
Aims Community College 1986 — 1987
Bachelor of Applied Science (BASc), Business Administration and Management, General (Magna Cum Laude)
Northeast Wisconsin Technical College 1977 — 1978
Civil Engineering, B+
Dynamic Wealth Advisor February 2012 - Present
Dynamic Wealth Advisors February 2012 - Present
Gillis Financial Solutions, LLC November 1986 - Present
Skills
ERISA Fiduciary..., Retirement Planning, Qualified Retirement..., Investment Advisory, Fiduciary Management, Retirement Benefits, Employee Benefits, ERISA, Defined Benefit, Profit Sharing, Pension Funds, 401k, Retirement, Mutual Funds, Investments, Financial Advisory, Asset Allocation, Pensions
Education
ASPPA - NAPA 2012 — 2012
Qualified Plan Financial Consultant, Retirement Plan Management, Pass
Robert Morris University 2007 — 2007
Professional Plan Consultant, ERISA Compliance, Pass
Center For Fiduciary Studies 2005 — 2005
Accredited Investment Fiduciary, Fiduciary Compliance, Pass
National Institute of Pension Administrators 2005 — 2005
Accredited Pension Representative, ERISA Retirement Plan Governance, Pass
Regis University 1989 — 1990
Bachelor of Science (BS), Finance, General (Cum Laude)
Aims Community College 1986 — 1987
Bachelor of Applied Science (BASc), Business Administration and Management, General (Magna Cum Laude)
Northeast Wisconsin Technical College 1977 — 1978
Civil Engineering, B+
Mary L. Wade Mary L. Wade's Dynamic Wealth Advisors Experience January 2010 - May 2010
Job Consultant
Industry Financial Services
Experience
Securities Professional June 2011 - Present
MLWade Consulting, LLC June 2010 - August 2011
First Financial Equity Corporation July 2010 - May 2011
Dynamic Wealth Advisors January 2010 - May 2010
Arque Capital Ltd 2008 - 2009
Fox & Company Investments, Inc. 1996 - 2008
Skills
Wealth Management, Investment Advisory, Retirement Planning, Series 63, Private Equity, Alternative Investments, Investments, Financial Services, Securities, Series 7, Retirement, Investment Banking, FINRA, Trading, Financial Advisory, Asset Allocation, Mutual Funds, Hedge Funds, Portfolio Management, Strategic Financial..., Asset Management, Equities, Investment Strategies, Estate Planning, 401k
Education
Wharton Business School 2003 — 2006
CRCP
Grand Canyon University
Securities Professional June 2011 - Present
MLWade Consulting, LLC June 2010 - August 2011
First Financial Equity Corporation July 2010 - May 2011
Dynamic Wealth Advisors January 2010 - May 2010
Arque Capital Ltd 2008 - 2009
Fox & Company Investments, Inc. 1996 - 2008
Skills
Wealth Management, Investment Advisory, Retirement Planning, Series 63, Private Equity, Alternative Investments, Investments, Financial Services, Securities, Series 7, Retirement, Investment Banking, FINRA, Trading, Financial Advisory, Asset Allocation, Mutual Funds, Hedge Funds, Portfolio Management, Strategic Financial..., Asset Management, Equities, Investment Strategies, Estate Planning, 401k
Education
Wharton Business School 2003 — 2006
CRCP
Grand Canyon University
Kathleen Murray, CFP® Kathleen Murray, CFP®'s Dynamic Wealth Advisors Experience September 2010 - Present
Job ★Wealth Manager at Dynamic Wealth Advisors LLC
Industry Financial Services
Experience
Dynamic Wealth Advisors September 2010 - Present
Financial Planning Association of Greater Phoenix Board of Directors January 2010 - Present
Financial Planning Association 2010 - Present
Tribeca Advisors, LLC December 2008 - September 2010
Synergy Investment Group LLC May 2006 - November 2008
USAirways International Division 1990 - 2004
Self-employed 1990 - 2000
H&R Block 1990 - 1992
Better Homes Realty 1977 - 1988
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Portfolio Management, Retirement, Financial Advisory, Financial Planners, Asset Managment, Investment Advisory, Investment Management, Investments, Wealth, Wealth Management..., Small Business, Finance, Employee Benefits, Asset Allocation, Disability Insurance, Long Term Care Insurance, Asset Management, Tax, Management, Personal Finance, Investment Strategies, Personal Financial..., IRAs, Fixed Annuities, Financial Planning
Education
College for Financial Planning 2003 — 2005
MS, Personal Financial Planning
Saint Leo University 2000 — 2003
BA, Business Administration
Dynamic Wealth Advisors September 2010 - Present
Financial Planning Association of Greater Phoenix Board of Directors January 2010 - Present
Financial Planning Association 2010 - Present
Tribeca Advisors, LLC December 2008 - September 2010
Synergy Investment Group LLC May 2006 - November 2008
USAirways International Division 1990 - 2004
Self-employed 1990 - 2000
H&R Block 1990 - 1992
Better Homes Realty 1977 - 1988
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Portfolio Management, Retirement, Financial Advisory, Financial Planners, Asset Managment, Investment Advisory, Investment Management, Investments, Wealth, Wealth Management..., Small Business, Finance, Employee Benefits, Asset Allocation, Disability Insurance, Long Term Care Insurance, Asset Management, Tax, Management, Personal Finance, Investment Strategies, Personal Financial..., IRAs, Fixed Annuities, Financial Planning
Education
College for Financial Planning 2003 — 2005
MS, Personal Financial Planning
Saint Leo University 2000 — 2003
BA, Business Administration
Leah Jacot Leah Jacot's Dynamic Wealth Advisors Experience March 2011 - March 2014
Job Happy
Industry Financial Services
Experience
Dynamic Wealth Advisors March 2011 - March 2014
Financial Advisors of America Inc. March 2011 - 2013
SagePoint Financial 2005 - March 2011
JPMorgan Chase 2004 - 2005
UBS 2002 - 2003
Geotest January 2001 - October 2002
Wyle Electronics 1997 - 1999
GigaTrend 1993 - 1996
Skills
Financial Advisory, 401k Rollovers, IRA's, 401k, Roth IRA, Simple IRA, Comprehensive Wealth..., Retirement Income..., Investment Advisory
Education
California State University-San Marcos - College of Business Administration 1991 — 1994
BS
University of San Diego 1990 — 1991
None, Business Administration and Management, General
San Diego Mesa College 1988 — 1991
AA, Business Administration and Management, General
Washburn High
Dynamic Wealth Advisors March 2011 - March 2014
Financial Advisors of America Inc. March 2011 - 2013
SagePoint Financial 2005 - March 2011
JPMorgan Chase 2004 - 2005
UBS 2002 - 2003
Geotest January 2001 - October 2002
Wyle Electronics 1997 - 1999
GigaTrend 1993 - 1996
Skills
Financial Advisory, 401k Rollovers, IRA's, 401k, Roth IRA, Simple IRA, Comprehensive Wealth..., Retirement Income..., Investment Advisory
Education
California State University-San Marcos - College of Business Administration 1991 — 1994
BS
University of San Diego 1990 — 1991
None, Business Administration and Management, General
San Diego Mesa College 1988 — 1991
AA, Business Administration and Management, General
Washburn High
Megan Cannon Megan Cannon's Dynamic Wealth Advisors Experience December 2011 - August 2012
Job Engineer I at ATMOS Energy
Industry Oil & Energy
Experience
Atmos Energy June 2014 - Present
Purdy-Mcguire, Inc. September 2013 - January 2014
Tenaska Power Services May 2013 - August 2013
Texas Christian University College of Science and Engineering August 2012 - May 2013
Kappa Kappa Gamma December 2011 - December 2012
Dynamic Wealth Advisors December 2011 - August 2012
Skills
Analysis, Business Analysis, Data Analysis, Organizational..., Microsoft Office, Matlab, Autodesk Inventor, SpringCM, Virtual Office Global, Interactive Advisory..., Microsoft Excel, Access, Power Tools, Autodesk Revit..., Microsoft Word, PowerPoint, Teamwork, Engineering
Education
Texas Christian University 2010 — 2014
Bachelor of Science, Mechanical Engineering
Xavier College Preparatory 2006 — 2010
Atmos Energy June 2014 - Present
Purdy-Mcguire, Inc. September 2013 - January 2014
Tenaska Power Services May 2013 - August 2013
Texas Christian University College of Science and Engineering August 2012 - May 2013
Kappa Kappa Gamma December 2011 - December 2012
Dynamic Wealth Advisors December 2011 - August 2012
Skills
Analysis, Business Analysis, Data Analysis, Organizational..., Microsoft Office, Matlab, Autodesk Inventor, SpringCM, Virtual Office Global, Interactive Advisory..., Microsoft Excel, Access, Power Tools, Autodesk Revit..., Microsoft Word, PowerPoint, Teamwork, Engineering
Education
Texas Christian University 2010 — 2014
Bachelor of Science, Mechanical Engineering
Xavier College Preparatory 2006 — 2010
Francis Gillis AIF, QPFC, PPC Francis Gillis AIF, QPFC, PPC's Dynamic Wealth Advisors Experience February 2012 - Present
Job Retirement Plan Manager at Dynamic Wealth Advisors
Industry Financial Services
Experience
Dynamic Wealth Advisors February 2012 - Present
Skills
Management, Research, Leadership, Training, ERISA, Fiduciary Management, 401(k), Investment Advisory, Retirement Planning, Strategic Planning, Exit Strategies, Cash Balance, Simple IRA, Roth IRA
Education
Regis University 1987 — 1990
Bachelor's Degree - Finance & Economics, Finance & Economics
Dynamic Wealth Advisors February 2012 - Present
Skills
Management, Research, Leadership, Training, ERISA, Fiduciary Management, 401(k), Investment Advisory, Retirement Planning, Strategic Planning, Exit Strategies, Cash Balance, Simple IRA, Roth IRA
Education
Regis University 1987 — 1990
Bachelor's Degree - Finance & Economics, Finance & Economics
Jim Cannon's Dynamic Wealth Advisors Experience 2009 - Present
Job Founder & CEO, Dynamic Wealth Advisors
Industry Investment Management
Experience
Dynamic Wealth Advisors 2009 - Present
AIG Financial Advisors, Inc 2005 - 2008
SunAmerica Securities, Inc. 2001 - 2005
Sentra Securities Corporation/Spelman & Co. Inc. 2000 - 2005
Skills
Financial Advisory, Financial Services, Business Planning, Investment Advisory, Alternative Investments, Investments, Wealth Management, Asset Managment, Retirement Planning, Leadership, Portfolio Management, Retirement, Program Management, Estate Planning, Management, Recruiting, RIA, Investment Strategies, Mutual Funds, Mergers, Middle Office, Technology, practice acquisition
Education
Arizona State University 1981 — 1983
B.S.
Dynamic Wealth Advisors 2009 - Present
AIG Financial Advisors, Inc 2005 - 2008
SunAmerica Securities, Inc. 2001 - 2005
Sentra Securities Corporation/Spelman & Co. Inc. 2000 - 2005
Skills
Financial Advisory, Financial Services, Business Planning, Investment Advisory, Alternative Investments, Investments, Wealth Management, Asset Managment, Retirement Planning, Leadership, Portfolio Management, Retirement, Program Management, Estate Planning, Management, Recruiting, RIA, Investment Strategies, Mutual Funds, Mergers, Middle Office, Technology, practice acquisition
Education
Arizona State University 1981 — 1983
B.S.
John Marshall, CFA, CFP®, AIF®, FRM John Marshall, CFA, CFP®, AIF®, FRM's Dynamic Wealth Advisors Experience 2012 - Present
Job Founder, President at Crooked Tree Capital Advisors
Industry Investment Management
Experience
Crooked Tree Capital Advisors July 2012 - Present
Dynamic Wealth Advisors 2012 - Present
Chesme Capital Management September 2008 - July 2012
The Bank of Northern Michigan January 2004 - July 2008
BankUnited September 1999 - December 2003
First National Bank of Chicago 1991 - 1994
Skills
Portfolio Management, Investment Management, Commercial Banking, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Advisory, Strategic Planning, Banking, Business Development, Equities, Investment Advisory..., Fixed Income, Series 7, Investments, Wealth Management, Securities, Management, Asset Management, Financial Planning, Mutual Funds, Finance, Leadership, Risk Management, Alternative Investments, Wealth Management..., Series 63
Education
Keller Graduate School of Management of DeVry University 1993 — 1996
MBA, Finance
University of Michigan 1986 — 1989
BA, History
Crooked Tree Capital Advisors July 2012 - Present
Dynamic Wealth Advisors 2012 - Present
Chesme Capital Management September 2008 - July 2012
The Bank of Northern Michigan January 2004 - July 2008
BankUnited September 1999 - December 2003
First National Bank of Chicago 1991 - 1994
Skills
Portfolio Management, Investment Management, Commercial Banking, Investment Advisory, Retirement Planning, Strategic Financial..., Financial Advisory, Strategic Planning, Banking, Business Development, Equities, Investment Advisory..., Fixed Income, Series 7, Investments, Wealth Management, Securities, Management, Asset Management, Financial Planning, Mutual Funds, Finance, Leadership, Risk Management, Alternative Investments, Wealth Management..., Series 63
Education
Keller Graduate School of Management of DeVry University 1993 — 1996
MBA, Finance
University of Michigan 1986 — 1989
BA, History
Craig Morningstar's Dynamic Wealth Advisors Experience April 2010 - Present
Job COO at Dynamic Wealth Advisors
Industry Investment Management
Experience
Dynamic Wealth Advisors April 2010 - Present
Guide to Greatness January 2006 - Present
Carefree Executive Advisory Group (CEAG) March 2004 - March 2011
Tribeca Advisors, LLC January 2008 - July 2010
Larger Regional Law Firm (Not Disclosed) May 2008 - April 2010
American Career Excutives February 2002 - March 2010
Synergy Business Associates 2002 - 2007
Scottsdle Community College April 2002 - September 2006
Scottsdale Chamber 2003 - 2004
AZSNAP 2002 - 2004
Skills
Retirement Planning, Executive Management, Wealth Management, Training, Business Development, Portfolio Management, PCB design, Investment Advisory, Investments, Asset Managment, Investment Management, Small Business, Securities, Equities, Mergers & Acquisitions, Venture Capital, Management, Risk Management, New Business Development, Strategic Partnerships, Strategy, Business Analysis, Consulting, Strategic Planning, Employee Benefits, Business Strategy, Business Planning, Options, Hedge Funds, Asset Management, Alternative Investments, Financial Markets, Investment Strategies, Series 7, Selling, Financial Services, Finance, Trading, Retirement, ETFs, Strategic Financial..., Mutual Funds, Financial Advisory, Fixed Income, Program Management, Private Equity, Asset Allocation, Due Diligence, Series 24, Corporate Development
Education
University of Phoenix 1998 — 2000
University of Missouri-Kansas City 1979 — 1982
Avation
Dynamic Wealth Advisors April 2010 - Present
Guide to Greatness January 2006 - Present
Carefree Executive Advisory Group (CEAG) March 2004 - March 2011
Tribeca Advisors, LLC January 2008 - July 2010
Larger Regional Law Firm (Not Disclosed) May 2008 - April 2010
American Career Excutives February 2002 - March 2010
Synergy Business Associates 2002 - 2007
Scottsdle Community College April 2002 - September 2006
Scottsdale Chamber 2003 - 2004
AZSNAP 2002 - 2004
Skills
Retirement Planning, Executive Management, Wealth Management, Training, Business Development, Portfolio Management, PCB design, Investment Advisory, Investments, Asset Managment, Investment Management, Small Business, Securities, Equities, Mergers & Acquisitions, Venture Capital, Management, Risk Management, New Business Development, Strategic Partnerships, Strategy, Business Analysis, Consulting, Strategic Planning, Employee Benefits, Business Strategy, Business Planning, Options, Hedge Funds, Asset Management, Alternative Investments, Financial Markets, Investment Strategies, Series 7, Selling, Financial Services, Finance, Trading, Retirement, ETFs, Strategic Financial..., Mutual Funds, Financial Advisory, Fixed Income, Program Management, Private Equity, Asset Allocation, Due Diligence, Series 24, Corporate Development
Education
University of Phoenix 1998 — 2000
University of Missouri-Kansas City 1979 — 1982
Avation
Margot Davis's Dynamic Wealth Advisors Experience 2010 - Present
Job Financial Advisor at Dynamic Wealth Advisors
Industry Financial Services
Experience
Dynamic Wealth Advisors 2010 - Present
Skills
Mutual Funds, Retirement Planning, Microsoft Office, Project Management, Financial Analysis, Small Business...
Education
University of Rochester
Bachelor of Arts (B.A.), Political Science and Government
York University
Master of Business Administration (M.B.A.), Finance, General
Dynamic Wealth Advisors 2010 - Present
Skills
Mutual Funds, Retirement Planning, Microsoft Office, Project Management, Financial Analysis, Small Business...
Education
University of Rochester
Bachelor of Arts (B.A.), Political Science and Government
York University
Master of Business Administration (M.B.A.), Finance, General
Adam Carlini's Dynamic Wealth Advisors Experience June 2012 - Present
Job President and Chief Investment Officer, Dynamic Wealth Advisors, a registered investment advisor
Industry Investment Management
Experience
Dynamic Wealth Advisors June 2012 - Present
Dynamic Wealth Management December 2011 - Present
Wealth Management International October 2001 - November 2011
Carlini Financial Advisors April 1993 - October 2001
Skills
Portfolio Management, Investments, Mutual Funds, Wealth Management, Financial Analysis, Note: Endorsements are...
Education
Brigham Young University 1980 — 1987
BS Family Financial Planning & Counseling, Investments, Tax Law, Economics, Estate Planning, Risk Management
Dynamic Wealth Advisors June 2012 - Present
Dynamic Wealth Management December 2011 - Present
Wealth Management International October 2001 - November 2011
Carlini Financial Advisors April 1993 - October 2001
Skills
Portfolio Management, Investments, Mutual Funds, Wealth Management, Financial Analysis, Note: Endorsements are...
Education
Brigham Young University 1980 — 1987
BS Family Financial Planning & Counseling, Investments, Tax Law, Economics, Estate Planning, Risk Management
Erin Heffner's Dynamic Wealth Advisors Experience March 2014 - Present
Job Director of Business Systems at Dynamic Wealth Advisors
Industry Investment Management
Experience
Dynamic Wealth Advisors March 2014 - Present
Owner July 2010 - March 2014
JNP Precast January 2008 - September 2013
Tribeca Advisors, LLC October 2008 - July 2010
Tribeca Partners, LLC August 2007 - October 2008
Skills
Finance, QuickBooks, Microsoft Excel, Portfolio Management, Account Reconciliation, Management, CRM, Due Diligence, Tax, Financial Services, Financial Planners, Payroll, Wealth Management, Accounts Receivable, Junxure, Salesforce.com..., Salesforce.com
Education
Central Arizona College
Associate of Applied Science, Business Degree
Central Arizona College
Associate of Applied Science, Accounting Degree
Dynamic Wealth Advisors March 2014 - Present
Owner July 2010 - March 2014
JNP Precast January 2008 - September 2013
Tribeca Advisors, LLC October 2008 - July 2010
Tribeca Partners, LLC August 2007 - October 2008
Skills
Finance, QuickBooks, Microsoft Excel, Portfolio Management, Account Reconciliation, Management, CRM, Due Diligence, Tax, Financial Services, Financial Planners, Payroll, Wealth Management, Accounts Receivable, Junxure, Salesforce.com..., Salesforce.com
Education
Central Arizona College
Associate of Applied Science, Business Degree
Central Arizona College
Associate of Applied Science, Accounting Degree