Sowell Management Services
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.
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Sowell Management Services Employees
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
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
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
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
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
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
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
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
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
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