Sowell Management Services

Description

Address: 7301 River Pointe Dr, North Little Rock, AR 72113 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (501) 219-2434Website: : Place name: : : : Category: : : Website: http://www.sowellmanagement.com/ Category: Financial Institution 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 Sowell Management Services Posting publicly on the Web Write a review Reviews Be the first to review

Sowell Management Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sowell Management Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Sowell Management Services Salaries. You can even request information on how much does Sowell Management Services pay if you want to. Learn about salaries, pros and cons of working for Sowell Management Services 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 Sowell Management Services employees in database. Find out everything there's to know about Sowell Management Services 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.

Sowell Management Services Employees

Employee
Years
Job
Industry
Sammi Bivens Sammi Bivens Little Rock, Arkansas Area Details
Sammi Bivens's Sowell Management Services Experience November 2014 - Present
Job Operations Administrator at Sowell Management Services
Industry Marketing and Advertising
Experience
Sowell Management Services   November 2014 - Present
Tainted Rose   April 2011 - Present
Stephens Inc.  June 2013 - October 2014
Aflac  May 2013 - June 2013
Arvest Bank  September 2011 - January 2013
Arvest Bank  December 2009 - December 2010
Arvest Bank  December 2008 - December 2009
Bank of America  October 2006 - December 2008

Skills
Banking, Loans, Customer Service, Cross Selling, Training, Marketing, Sales, Finance, Microsoft Office, Microsoft Excel, PowerPoint, Retail, Microsoft Word, Event Planning, Outlook, Social Media, Social Networking, Social Media Marketing, Event Management, New Business Development, Account Management, Access, Budgets, Coaching, Credit, Customer Satisfaction, Direct Sales, Facebook, Fundraising, Leadership Development, Leadership, Public Relations, Public Speaking, Small Business Lending, Research, Team Building, Team Leadership, Teamwork, Time Management

Education
Capella University   2014 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

University of Arkansas at Little Rock   2005 — 2009
Bachelors of Business Administration, Marketing

Brent Ashcraft Brent Ashcraft Little Rock, Arkansas Details
Brent Ashcraft's Sowell Management Services Experience December 2013 - Present
Job Business Development at Sowell Management Services
Industry Investment Management
Experience
Sowell Management Services   December 2013 - Present

Skills
Investment Management, Investment Strategies, Financial Analysis, Strategic Financial..., Retirement Planning, Business Development, Finance, Client Relations Skills, Leadership

Education
University of Central Arkansas   2008 — 2013
Insurance & Risk Management, Personal Financial Planning

Sean J. Conti, CRPC Sean J. Conti, CRPC Houston, Texas Area Details
Sean J. Conti, CRPC's Sowell Management Services Experience December 2014 - May 2015
Job Financial Services Professional
Industry Financial Services
Experience
3266 Partners, LLC.   August 2008 - Present
Sowell Management Services   December 2014 - May 2015
Actinver Securities  February 2014 - November 2014
Fisher Investments  August 2013 - January 2014
Fidelity Investments  January 2010 - August 2013
Fidelity Investments  January 2001 - January 2010
Fidelity Investments  January 1999 - January 2001
Fidelity Investments  May 1998 - January 1999
American Express  August 1996 - May 1998
ClubCorp  May 1992 - August 1996

Skills
Mutual Funds, Retirement, 401k, Investments, Financial Services, Retirement Planning, Fixed Annuities, Financial Planning, Series 7, Securities, Series 63, Financial Advisory, Finance, Strategic Financial..., Employee Benefits, Asset Allocation, Estate Planning, Investment Strategies, Defined Contribution, Relationship Management, FINRA, Portfolio Management, Uniform Combined State..., Qualified Retirement..., Defined Benefit, Retirement Plan..., Pensions, Series 6, Modern Portfolio Theory, Series 9/10, Annuities, Consultative Selling, Series 65, Training, Wealth Management, Leadership, Management, Sales, Asset Management, Investment Advisory, Team Building, Team Leadership, Team Management, Team Motivation, Project Management, Client Relations, Client Education, Client Presentation, Sales Operations, Sales Presentations

Education
Tulane University - A.B. Freeman School of Business   2003 — 2004
MBA Certificate, Finance, General, 4.0

Texas Tech University   1987 — 1990
BS, Physical Education

St. Mary's University   1984 — 1987
N/A, Economics

St. Thomas High School, Houston, TX   1980 — 1984
Diploma

Bill Sowell Bill Sowell Little Rock, Arkansas Area Details
Bill Sowell's Sowell Management Services Experience 2001 - Present
Job President and CEO, Sowell Management Services
Industry Investment Management
Experience
Sowell Management Services   2001 - Present

Skills
Investment Management, Investment Advisory, Asset Allocation, Retirement Planning, Asset Management, Strategic Financial..., Investment Strategies, Investments, Alternative Investments, Retirement, Financial Advisory, Wealth Management, Mutual Funds

Education
University of Arkansas at Little Rock

Christopher Magann Christopher Magann Little Rock, Arkansas Details
Christopher Magann's Sowell Management Services Experience June 2010 - Present
Job Portfolio Manager with Sowell Management
Industry Investment Management
Experience
Sowell Management Services   June 2010 - Present
Leinster Financial   August 2012 - Present
New England Financial  December 2001 - June 2010
TD Waterhouse  August 1999 - June 2001

Skills
Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Risk Management, Financial Analysis, Portfolio Management, Investments, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Securities, Investment Management, Asset Management, Series 63, Hedge Funds, Retirement, Wealth Management..., Equities, Variable Annuities, Financial Advisory, 401k, Fixed Annuities, Fixed Income, Estate Planning, Strategic Financial...

Education
Millsaps College   1998 — 2000
Bachelor of Business Administration (BBA)

East Carolina University   1994 — 1997

St Andrews   1992 — 1994

Eric Butler Eric Butler Greater Denver Area Details
Eric Butler's Sowell Management Services Experience September 2015 - Present
Job Vice President of Advisor Relations at Sowell Management Services
Industry Financial Services
Experience
Sowell Management Services   September 2015 - Present

Skills
Mutual Funds, Securities, Alternative Investments, Sales, Series 6, Salesforce.com, Series 63, Retirement Planning, 401k, Separately Managed..., Series 7

Education
Metropolitan State University of Denver   1999 — 2004
Bachelor of Science (BS), Marketing

Mater Dei Catholic High School, Santa Ana, CA   1996 — 1999

David Moenning David Moenning Greater Denver Area Details
David Moenning's Sowell Management Services Experience March 2015 - Present
Job Chief Investment Officer at Sowell Management Services
Industry Investment Management
Experience
Sowell Management Services   March 2015 - Present
Heritage Capital  May 1989 - Present
National Association of Active Investment Managers   May 2014 - Present
Ridge Publishing Co. Inc   January 2004 - Present

Education
Northern Illinois University   1976 — 1980
BS, Economics, Computer Science

Douglas Fanelli Douglas Fanelli Scottsdale, Arizona Details
Douglas Fanelli's Sowell Management Services Experience May 2008 - May 2009
Job Sr. Business Development Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  August 2014 - Present
United Planners Financial Services of America   December 2009 - June 2013
Sowell Management Services   May 2008 - May 2009
Mutual Service Corporation  2003 - 2008
Mutual Service Corporation  April 2002 - July 2004
Morgan Stanley  January 2001 - May 2002

Skills
Mutual Funds, Securities, ETFs, Financial Advisory, 401k, Recruiting, Finance, Series 7, Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Asset Management, Series 63, Financial Services, Asset Allocation, Investments

Education
Charleston Southern University   1996 — 2001
BS, Pre-Law

Cardinal Newman High School   1992 — 1996

Joel Marcus Joel Marcus Dallas/Fort Worth Area Details
Joel Marcus's Sowell Management Services Experience April 2014 - Present
Job Sr. Vice President, National Sales Manager at Sowell Management Services | Helping Advisors Find New Channels for Growth
Industry Financial Services
Experience
Sowell Management Services   April 2014 - Present
AssetMark (formerly Genworth Financial Wealth Management)   April 2013 - March 2014
Fidelity Investments  October 2007 - April 2013
Advisor Partners   April 2007 - September 2007
Schwab Institutional  2002 - 2007

Skills
Series 63, Series 7, Sales, Relationship Management, Asset Management, Registered Investment..., Business Development, Account Management

Education
University of Utah   1993 — 1995
Master's Candidate, Political Science

University of Amsterdam   1992 — 1993
European Social Studies

University of Utah   1989 — 1992
B.S., Political Science - International Relations

Arizona State University   1987 — 1989

Lindsay Lingo Lindsay Lingo Little Rock, Arkansas Area Details
Lindsay Lingo's Sowell Management Services Experience May 2007 - Present
Job Operations Manager at Sowell Management Services
Industry Financial Services
Experience
Sowell Management Services   May 2007 - Present
Morgan Keegan  February 2004 - April 2007

Skills
Series 7, Mutual Funds, Securities, Series 63, Asset Management, Wealth Management, Investments, Portfolio Management, Asset Allocation, Investment Advisory, Equities, Retirement, Finance, GIPS Verification, RIA Billing, Schwab PortfolioCenter

Education
Arkansas State University   1999 — 2003
BS, Marketing