Traditions Wealth Advisors

Description

Address: 2700 Earl Rudder Fwy #2600, College Station, TX 77845 Hours: Open ⋅ Closes 5PM Tuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (979) 694-9100: Category: Website: : Place name: : : : : Website: http://www.traditionswealthadvisors.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 Traditions Wealth Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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

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

Traditions Wealth Advisors Employees

Employee
Years
Job
Industry
Katie Duvall Katie Duvall Houston, Texas Details
Katie Duvall's Traditions Wealth Advisors Experience May 2014 - Present
Job Marketing Intern at Traditions Wealth Advisors
Industry Human Resources
Experience
Traditions Wealth Advisors   May 2014 - Present

Skills
Customer Service, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Leadership, Management, Sales

Education
Texas A&M University   2010 — 2014
Bachelor's degree, Agricultural Leadership

Keegan Wagstaff, CPA Keegan Wagstaff, CPA Houston, Texas Details
Keegan Wagstaff, CPA's Traditions Wealth Advisors Experience April 2010 - May 2011
Job Senior Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  August 2014 - Present
Grant Thornton LLP  October 2012 - July 2014
RHC Operating Company   August 2012 - September 2012
Reynolds & Associates PLLC   March 2012 - August 2012
Deloitte  September 2011 - January 2012
Baytown Buccaneer Swim Team   May 2011 - July 2011
Traditions Wealth Advisors   April 2010 - May 2011
EXPRESS  July 2009 - January 2010
VITA Tax Service   January 2008 - April 2009
Davis & Associates CPA Firm   May 2007 - August 2007

Skills
SEC filings, Tax Preparation, Financial Statement..., Financial Reporting, Bookkeeping, Microsoft Office, Pro Series, Creative Solutions..., Peachtree Complete..., QuickBooks, SAP, Due Diligence, Time Management, Organizational..., Peachtree, Financial Statements, Tax, Financial Accounting, Income Tax

Education
Texas A&M University - Mays Business School   2010 — 2011
Masters of Science, Accounting/Audit

Drury University   2005 — 2009
Bachelor's of Business Administration, Accounting

Ross S. Sterling Highschool   2001 — 2005
High School Diploma

Chris Markey Chris Markey Houston, Texas Details
Chris Markey's Traditions Wealth Advisors Experience May 2015 - Present
Job Graduate Student at Texas A&M University
Industry Higher Education
Experience
Traditions Wealth Advisors   May 2015 - Present
Ladenburg Thalmann  June 2014 - September 2014
Samsung  December 2013 - June 2014
Kulicke & Soffa  June 2013 - August 2013
Home Fashion Technologies   May 2010 - August 2010

Skills
Novelty, Business Development, Microprocessors, Humor, Leadership, Research

Education
Texas A&M University   2014 — 2016
Master's Degree, Agricultural Economics

Texas A&M University   2010 — 2014
Bachelor's Degree, International Studies

Lauren Subik Lauren Subik Indianapolis, Indiana Details
Lauren Subik's Traditions Wealth Advisors Experience August 2011 - May 2012
Job Learning Consultant at Teradata Applications
Industry Information Technology and Services
Experience
Teradata Applications  January 2015 - Present
Teradata  June 2012 - January 2015
Traditions Wealth Advisors   August 2011 - May 2012
NBC San Diego  May 2011 - August 2011
San Diego Small Business Marketing Services   June 2010 - August 2010

Skills
Integrated Marketing, Marketing, Advertising, Business Analysis, CRM, Social Media, Editing

Education
Texas A&M University - Mays Business School   2008 — 2012
BBA Business, Marketing, Gender Studies

Texas A&M University - Center for International Business Studies   2012 — 2012
India Business Environment

CEA Global Campus - Paris
International Business

Kelli Ann Spencer Kelli Ann Spencer Bryan/College Station, Texas Area Details
Kelli Ann Spencer's Traditions Wealth Advisors Experience May 2011 - July 2011
Job Student at Texas A&M University
Industry Marketing and Advertising
Experience
Texas A&M University Center for Retailing Studies   July 2011 - Present
Traditions Wealth Advisors   May 2011 - July 2011
Department of Commerce Westen Europe International Trade Administration   January 2011 - May 2011
CBS Radio  June 2010 - August 2010
The Texas Store   June 2009 - August 2009
Incommons Bank   August 2007 - August 2008

Education
Texas A&M University   2008 — 2011
Bachelor's, Marketing

Marilynn Hood Marilynn Hood Bryan/College Station, Texas Area Details
Marilynn Hood's Traditions Wealth Advisors Experience February 2005 - April 2007
Job Author of Money For Life
Industry E-Learning
Experience
Money For Life   September 2012 - Present
30 Minute Living   March 2010 - Present
Success Magazine  July 2008 - Present
Video Plus Publishing   February 2006 - Present
Texas A&M University  January 2009 - May 2010
Mortgages First, LLC   April 2007 - January 2008
Traditions Wealth Advisors   February 2005 - April 2007
Texas A&M University  September 1996 - August 2004
Blinn College  July 1993 - December 1999

Skills
Finance, Investments, Public Speaking, Entrepreneurship, Business Strategy, Strategic Planning, Analysis, Marketing, Account Management, Loans, Corporate Finance, Publishing, Management, Leadership, Negotiation, Strategy, Sales, Business Development, Mortgage Lending, Public Relations, Small Business, Online Marketing, Social Networking, Marketing Strategy, Online Advertising, Social Media Marketing, Coaching

Education
Texas A&M University - Mays Business School   1990 — 1992
MBA, Finance, Accounting

Texas A&M University   1971 — 1973
BA, Education, teaching fields in secondary Math & English

Abilene Christian University   1969 — 1971
Math major, Physics minor

Connie Yoo Connie Yoo Portland, Oregon Area Details
Connie Yoo's Traditions Wealth Advisors Experience December 2007 - July 2009
Job Customer Success Manager at Jama Software
Industry Computer Software
Experience
Jama Software  July 2015 - Present
Puppet Labs, Inc.   March 2015 - July 2015
General Mills  February 2012 - February 2015
General Mills  February 2011 - February 2012
General Mills  January 2010 - February 2011
Traditions Wealth Advisors   December 2007 - July 2009

Skills
Marketing, Management, Microsoft Office, Sales, Consultative Selling, Sales Presentations, Forecasting, Data Analysis, Account Management, Tactical Sales Planning, Advertising, AC Nielsen, Leadership, Customer Service, Business Development, Trade Marketing, Consumer Products, Planning Budgeting &..., Long-term Customer..., Teamwork, Competitive Analysis

Education
Texas A&M University - Mays Business School   2005 — 2009
Bachelor of Business Administration (BBA), Finance

Sarah Hackett, PHR, SHRM-CP Sarah Hackett, PHR, SHRM-CP Austin, Texas Area Details
Sarah Hackett, PHR, SHRM-CP's Traditions Wealth Advisors Experience August 2009 - May 2011
Job HR Business Partner at Samsung Austin Semiconductor
Industry Human Resources
Experience
Samsung Austin Semiconductor  March 2014 - Present
Advantage Sales & Marketing  May 2011 - March 2014
Advantage Sales & Marketing  May 2011 - May 2012
Traditions Wealth Advisors   August 2009 - May 2011
Tom Tjaarda Designs   August 2010 - December 2010
Greater TEXAS Federal Credit Union  May 2008 - August 2008

Skills
Employee Relations, Leadership Development, Performance Management, Microsoft Office, Human Resources, Employee Benefits, PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Marketing, Social Media, Employee Engagement, Public Speaking, Social Media Marketing, Recruiting, Onboarding, Coaching, Training, HRIS, Personnel Management, Cross-functional Team..., Team Building, Talent Management, Succession Planning, New Hire Orientations, Sales, Employee Training, HR Policies, Conflict Resolution, Job Descriptions, CRM, Hiring, Management, Leave of Absence

Education
Texas A&M University   2007 — 2011
Bachelors of Business Administration, Marketing

Università degli Studi di Torino / University of Turin   2010 — 2010
International Business, International Business

Logan Baker Logan Baker San Antonio, Texas Details
Logan Baker's Traditions Wealth Advisors Experience May 2013 - May 2014
Job Business Analyst at Nucor Corporation
Industry Financial Services
Experience
Nucor Corporation  March 2015 - Present
Nucor Corporation  June 2014 - Present
Traditions Wealth Advisors   May 2013 - May 2014
Texas A&M Telecommunications   May 2012 - June 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Finance, Time Management, Leadership, Accounting, Event Planning, Data Analysis

Education
Texas A&M University   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

Cassandra Jaime Cassandra Jaime Austin, Texas Details
Cassandra Jaime's Traditions Wealth Advisors Experience April 2014 - May 2015
Job Financial Analyst
Industry Plastics
Experience
Frontier Logistics, LP  June 2015 - Present
Traditions Wealth Advisors   April 2014 - May 2015

Skills
Finance, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Marketing, Sales, Customer Service, Social Networking

Education
Texas A&M University - Mays Business School   2011 — 2015
Bachelor of Business Administration (BBA), Finance, GPA 2.93

Drew Nelson Drew Nelson Houston, Texas Details
Drew Nelson's Traditions Wealth Advisors Experience May 2011 - August 2011
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC  September 2014 - Present
PwC  June 2013 - August 2013
Traditions Wealth Advisors   May 2011 - August 2011
Learfield Sports  August 2009 - December 2009
Bryan Broadcasting Corporation  May 2009 - December 2009

Education
Texas A&M University - Mays Business School   2009 — 2014
Bachelor of Business Administration (BBA) - Accounting, Master of Science (MS) - Finance

Elizabeth Collins Elizabeth Collins Dallas/Fort Worth Area Details
Elizabeth Collins's Traditions Wealth Advisors Experience May 2012 - May 2013
Job Marketing Associate at Barrow, Hanley, Mewhinney & Strauss
Industry Financial Services
Experience
Barrow, Hanley, Mewhinney & Strauss   January 2014 - Present
Chevron  June 2013 - December 2013
Traditions Wealth Advisors   May 2012 - May 2013

Skills
Marketing, RFP Generation, Accounting, Finance, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Research, Leadership, Financial Analysis, Analysis, Time Management

Education
Texas A&M University   2008 — 2013
Master's Degree, Accounting and Finance

Texas A&M University   2008 — 2013
Masters of Science in Finance, Accounting and Finance

Lauren Dillon Lauren Dillon Houston, Texas Details
Lauren Dillon's Traditions Wealth Advisors Experience September 2011 - June 2012
Job Advisory Consultant at Deloitte
Industry Accounting
Experience
Deloitte  September 2014 - Present
Deloitte  June 2013 - August 2013
Deloitte  September 2012 - December 2012
Traditions Wealth Advisors   September 2011 - June 2012
University Baptist Church  May 2009 - August 2009

Skills
Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, PowerPoint, Access, Teamwork, Financial Analysis, Accounting, Facebook, Business Analysis, QuickBooks, Social Media, Public Speaking

Education
Texas A&M University   2009 — 2014
Master of Science (M.S.), Management Information Systems, General

Texas A&M University   2009 — 2014
Bachelor of Business Administration (B.B.A.), Accounting