Platinum Wealth Solutions of Texas, LLC
Address: 3522 Paesanos Pkwy Suite 100, San Antonio, TX 78231 Hours: Closed ⋅ Opens 8:30AM Tue Monday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMFriday8:30AM–4:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (210) 998-5000: : Category: Website: : : : : Place name: Website: http://www.platinumwealthsolutionsoftexas.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 question
Platinum Wealth Solutions of Texas, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Platinum Wealth Solutions of Texas, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Platinum Wealth Solutions of Texas, LLC Salaries. You can even request information on how much does Platinum Wealth Solutions of Texas, LLC pay if you want to. Learn about salaries, pros and cons of working for Platinum Wealth Solutions of Texas, LLC 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!
10 Platinum Wealth Solutions of Texas, LLC employees in database. Find out everything there's to know about Platinum Wealth Solutions of Texas, LLC 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.
Platinum Wealth Solutions of Texas, LLC Employees
Platinum Wealth Solutions of Texas, LLC April 2012 - Present
RiverStone Wealth Management September 2009 - April 2012
Education
Texas State University-San Marcos
Legacy Mutual Mortgage June 2014 - Present
Platinum Wealth Solutions of Texas, LLC May 2013 - June 2014
La Cantar Animal Hospital December 2012 - May 2013
PetSmart July 2008 - November 2012
Skills
Manage Client..., Workflow Management, Production Support, Time Management, Residential Mortgages, Telephone Skills
Education
Northwest Vista College 2010 — 2013
Platinum Wealth Solutions of Texas, LLC November 2014 - Present
Coordinated Financial Group, Inc March 1994 - November 2014
Austin, TX April 1991 - April 1994
Austin, TX. April 1988 - March 1991
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement Planning, Disability Insurance, Retirement, IRAs, Term Life Insurance, Estate Planning, Long-term Care, 401k, Financial Planning
Education
The University of Texas at Austin 1973 — 1977
BBA, Marketing
Lanier High School 1969 — 1973
High School Diploma
Dao Financial Group June 2012 - Present
Guerrero CPA December 2012 - January 2015
Platinum Wealth solutions of Texas, LLC April 2011 - June 2012
Thrivent Financial for Lutherans April 2009 - April 2011
USAA September 2007 - February 2009
Ameriprise Financial February 2006 - August 2007
Clear Vision Eye Care July 2003 - July 2006
Henry S. Miller Commercial October 2003 - January 2005
Skills
Retirement Planning, Fixed Assets, Fixed Annuities, Variable Annuities, College Education..., Investments, Term Life Insurance, Variable Life, Separately Managed..., Long-term Care, Real estate investment..., Unit Investment Trusts, Whole Life, Mutual Funds, Stocks, Bonds, Municipal Bonds, SEP IRA, Simple IRA, Simple 401k plans, Roth IRA, Traditional IRA, Investment Brokerage, Alternative Investments, Series 7, Series 66, 401k, 401k Rollovers, Estate Planning, Business Planning, Business succession..., Student Financial Aid, Uniform trust to minors..., Uniform gift to minors..., Oil & gas investments, Disability Insurance, 403 b, 457 Plans, Uniform Combined State..., Constant Contact, WordPress, Certified Financial..., IRAs, Series 63, Wealth
Education
The American College 2012 — 2015
CFP
University of Houston 2001 — 2006
BBA, Finance and Marketing
Platinum Wealth Solutions of Texas, LLC June 2015 - August 2015
New Western Acquisitions January 2015 - January 2015
Wall Street Oasis May 2014 - August 2014
The Vitamin Shoppe June 2013 - January 2014
Skills
Sales, Leadership, Marketing Communications, Microsoft Excel, Strategic Planning, Customer Service, Public Speaking, Negotiation, Money Management, Demand Forecasting, Financial Accounting
Education
Texas Tech University
Finance, General
Platinum Wealth Solutions of Texas, LLC June 2014 - Present
Platinum Wealth Solutions of Texas, LLC January 2014 - August 2014
Platinum Wealth Solutions of Texas, LLC January 2013 - January 2014
Platinum Wealth Solutions of Texas, LLC February 2012 - January 2013
Gymboree December 2010 - May 2012
Kohl's Department Stores November 2008 - December 2010
Super S Foods July 2007 - October 2008
Education
College for Financial Planning 2015 — 2016
Master of Science (MS), Personal Financial Planning
University of Phoenix 2014 — 2016
Bachelor of Science in Business (BSB), Finance
The University of Texas at San Antonio 2012 — 2013
Northwest Vista College 2009 — 2011
Associate of Arts, Business Administration
Girl Scouts of Southwest Texas May 2013 - Present
Pearson Assessments February 2008 - Present
Platinum Wealth Solutions of Texas, LLC May 2012 - May 2013
AmeriCorps VISTA/Communities In Schools April 2011 - May 2012
The Woodhouse Day Spa January 2009 - April 2011
Briscoe Hall May 2008 - August 2008
K. Charles & Co January 2007 - December 2007
Cancer Therapy & Research Center January 2007 - June 2007
Methodist Healthcare May 2006 - August 2006
Skills
Copywriting, Grant Writing, Social Media Marketing, Writing, Advertising, Budgeting, Event Planning, Public Relations, Fundraising, Press Releases, Public Speaking, Non-profits, Newsletters, Sales, Editing, Media Relations, Internal Communications, Budgets, Social Media, Research, Community Outreach, Event Management, Marketing, Community Organizing, Blogging, Constant Contact, Non-profit..., Customer Service, Youth Development, Ap Style, Volunteer Management, Technical Writing, Microsoft Office, PowerPoint, Web Content, Mac, Fundraisers, Strategic Communications, Social Networking, Outlook, Proofreading, Copy Editing, Marketing Communications, Philanthropy, Coordinating Events, Pinterest, Email Marketing, Facebook, Program Development, Corporate Communications
Education
Texas State University 2002 — 2006
Bachelor’s Degree, Mass Communications - Public Relations, English