Rockgate Financial Partners
Address: 17300 Dallas Pkwy Suite #1000, Dallas, TX 75248 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (405) 478-7700: : : Website: : Place name: : Category: : Website: http://www.rockgatefinancial.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 Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Rockgate Financial Partners Posting publicly on the Web Write a review Reviews Be the first to review
Rockgate Financial Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Rockgate Financial Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Rockgate Financial Partners Employees
Morgan Stanley June 2015 - August 2015
Rockgate Financial Partners June 2015 - August 2015
Lifetime Strategies Group July 2014 - August 2014
Education
University of Arkansas 2013 — 2017
Bachelor of Business Administration (BBA), Finance, General with a minor in Political Science
Rockgate Financial Partners May 2014 - Present
Putnam City Schools September 2011 - May 2014
Rakvere Tarvas August 2010 - May 2011
Kuremaa Palliklubi September 2009 - May 2010
Sports City University May 2003 - September 2009
Skills
Long Term Care Insurance, Life Insurance, Disability Insurance, Retirement Income..., Retirement Planning, Variable Annuities, Fixed Annuities, Equity Indexed Annuities, Medicare Supplements, Medicare Advantage, Small Business..., Buy-sell Agreements, Succession Planning, Estate Planning, Voluntary Employee..., Financial Planning, Investments, 401k Rollovers, Qualified Retirement..., IRAs, Mutual Funds, College Savings Plans, Networking, Deferred Compensation, Employee Benefits, Employee Stock Options, Tax-advantaged..., Leadership, Health Insurance, Executive Benefit..., Series 6, Series 63, Retirement
Education
Mount Mercy University 2007 — 2008
Bachelor of Arts (B.A.), History
University of Central Oklahoma 2006 — 2007
St. Gregorys University 2005 — 2006
Vanguard University of Southern California 2003 — 2005
Rockgate Financial Partners January 2014 - Present
Lifetime Strategies Group August 2011 - January 2014
Motheral Printing Co. April 2008 - July 2011
Sprint Press September 2007 - April 2008
AmeriCredit February 2007 - September 2007
AmeriCredit December 2005 - February 2007
Discount Tire Company March 1999 - December 2005
Skills
Financial Services, Life Insurance, Term Life Insurance, Permanent Life Insurance, College Funding..., Retirement Solutions, Long Term Care Insurance, Disability Insurance, Traditional IRA, Roth IRA
Education
The University of Texas at Arlington 1999 — 2005
BBA, Finance
Mansfield High School 1995 — 1999
1999
RockGate Financial Partners June 2014 - Present
Education
Oklahoma State University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Texas Tech University 2009 — 2010
Xceed Wealth Management Group December 2014 - Present
Holy Spirit Ministries International August 1993 - Present
Rockgate Financial Partners August 2012 - November 2014
NICK CAMPBELL FINANCIAL GROUP July 2008 - August 2012
LIMERICK INSURANCE February 2006 - August 2008
Skills
Insurance, Investments, Financial Services, Investment Management, Financial Advisory
Education
Rhema Bible Training Center 1990 — 1992
CERTIFICATE OF COMPLETION, Bible/Biblical Studies
Mississippi State University 1987 — 1989
Bachelor of Business Administration (B.B.A.), MANAGEMENT/MARKETING
ROCKGATE Financial Partners July 2014 - Present
John Hancock Financial Services May 1999 - July 2014
MONY August 1990 - May 1999
MONY December 1983 - August 1990
The Delta Chi Fraternity, Inc. June 1982 - June 1983
Skills
Management, Strategic Planning, Customer Service, Leadership, Business Strategy, Project Management, Sales, Business Development, Strategy, Marketing
Education
Oklahoma State University 1978 — 1982
Bachelor of Science (BS), Farm/Farm and Ranch Management
The American College
Chartered Financial Consultant and Chartered Life Underwriter, Financial Planning and Services
Rockgate Financial Partners February 2012 - Present
Principal Financial Group December 2008 - January 2012
V2R Consulting Services June 2005 - December 2008
Rose Technologies January 2002 - August 2007
Convergys Corp February 2003 - May 2005
Cygent, Inc. - acquired by Convergys Corp. April 2000 - January 2003
Oracle Corp 1996 - 2000
Exxon/Mobil Oil Corporation, Inc. May 1982 - April 1996
Skills
Retirement Planning, Investments, Strategy, Insurance, Retirement, Strategic Financial..., Financial Services, Small Business, Strategic Planning, Finance, New Business Development, Sales, Financial Advisory, Asset Management, Management, Disability Insurance, Team Building, Risk Management, Employee Benefits, Leadership, Asset Allocation, Financial Analysis, Portfolio Management, Securities, Business Strategy, Program Management, Forecasting, Mutual Funds, 401k, Wealth Management, Life Insurance, Fixed Annuities, Financial Planning, Investment Advisory, Business Planning, Management Consulting, Succession Planning, Financial Goals, SaaS, Lead Generation, Business Intelligence, Estate Planning, Consulting, Exit Strategies, Asset Managment, Series 63, Series 7, Buy-Sell Agreements, Business Continuity -..., Compliance
Education
University of North Texas 1985 — 1987
MBA
University of North Texas
BBA
Rockgate Financial Partners May 2010 - Present
John Hancock Financial Services May 2010 - August 2014
Education
Oklahoma State University 2006 — 2010
Bachelor of Science, Management, minor: Accounting
Rockgate Financial Partners 1999 - Present
Metrocrest Social Services 2010 - 2013
Dale Carnegie Training January 1983 - 2013
Skills
Estate Planning, Insurance, Succession Planning, Leadership, Philanthropy, Estate Law, Charities, Training, Employee Benefits, Asset Management, Financial Planners, Strategic Financial..., Sales, Small Business, Investments, Series 7, Strategic Planning, Finance, Analysis, 401k, Time Management, Wealth Management, High Net Worth..., Public Speaking, Fixed Annuities, Life Insurance, Leadership Development, Estate Tax Planning, Management Consulting, Long-term Care, Income Tax, Mergers & Acquisitions, Retirement, Retirement Planning, Wealth, Disability Insurance, Mutual Funds, Estate Conservation, Income Tax Strategies, Financial Protection..., Social Security..., Organizational..., Fundraising, Nonprofits, Asset Managment, Coaching, Series 63, Charitable Giving, Philanthrophy, Business Succession
Education
Southern Methodist University Dedman School of Law 1968 — 1971
JD
University of Pennsylvania - The Wharton School 1966 — 1968
MBA
Tulane University 1962 — 1966
BA
Rockgate Financial Partners June 2008 - Present
Quest Capital Management 2005 - 2008
Garrett Planning Strategies 1994 - 2005
Garrett & Garrett (Oklahoma City) 1983 - 1993
Skills
Estate Planning, Retirement Planning, Wealth Management, Financial Services, Securities, Retirement, Investment Management, Disability Insurance, Risk Management, Long-term Care, Succession Planning, College Funds, Wealth Management..., Life Insurance
Education
The American College 2001 — 2004
ChFC, Financial Planning
University of Oklahoma College of Law 1981 — 1984
JD, Law - Tax, Wills & Trusts, Estate Planning
University of Oklahoma 1977 — 1981
BA, Letters (cum laude), Literature and language, history, philosophy
Rockgate Financial Partners March 2015 - Present
Transamerica January 2014 - November 2014
AIG May 2012 - January 2014
Principal Financial Group June 2003 - April 2012
Principal Financial Group October 2001 - June 2003
Skills
Retirement Planning, Fixed Annuities, Long-term Care, 401k, Insurance, Disability Insurance, Series 63, Series 7, Series 6, Life Insurance, Strategic Financial..., Investments, Employee Benefits, IRAs, Term Life Insurance, Leadership, Financial Planners, Mutual Funds, Salesforce Training
Education
University of Missouri - Columbia 1993 — 1995
Masters of Education, Secondary Education Administration
University of Missouri-Columbia 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Management, General
Rockgate Financial Partners January 2014 - Present
John Hancock Life Insurance Co. June 1998 - Present
Lifetime Strategies Group, member of John Hancock Financial Network January 2006 - January 2014
Skills
Retirement, Life Insurance, Insurance, Long Term Care Insurance, Strategic Planning, Investments, FINRA, Fixed Annuities
Education
Dallas Theological Seminary 1976 — 2000
Th.M., Old Testament
Texas Tech University 1972 — 1976
B.A., History