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Sheree A Philpot

age ~52

from Hurst, TX

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Also known as:
  • Sheree A Thomas
  • Sheree Anjanette Thomas
  • Shree A Thomas
Related to:
Connected to:

Sheree Philpot Phones & Addresses

  • Hurst, TX
  • Covington, GA
  • Lithonia, GA
  • San Antonio, TX
  • Mobile, AL
  • North Richland Hills, TX

Work

  • Company:
    Valic
    Aug 2011 to Aug 2012
  • Address:
    Dallas/Fort Worth Area
  • Position:
    Financial advisor

Education

  • Degree:
    BA & BS
  • School / High School:
    Trinity University
    1990 to 1995
  • Specialities:
    International Economics & Business

Skills

Strategic Financial Planning • Mutual Funds • Insurance • Long Term Care Insurance • Retirement • Wealth Management • Series 7 • Portfolio Management • Series 63 • Options • Financial Services • Trading • Retirement Planning • Securities • Coaching • Training • Team Building • Investments • Estate Planning • Finance • Financial Planning • Fixed Income • Asset Management • Risk Management • Asset Allocation • Equities • Financial Advisory • Investment Advisory • Banking • Branch Banking

Languages

English • Spanish

Industries

Financial Services
Name / Title
Company / Classification
Phones & Addresses
Sheree Philpot
Secretary
SKB EXPRESS INC
Business Services at Non-Commercial Site · Nonclassifiable Establishments
25 Watercress Ct, Covington, GA 30016
5959 Fairington Rd #13 # 6-G, Lithonia, GA 30038

Resumes

Sheree Philpot Photo 1

Relationship Manager

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Location:
Atlanta, GA
Industry:
Financial Services
Work:
VALIC - Dallas/Fort Worth Area Aug 2011 - Aug 2012
Financial Advisor
First Command Financial Services - Ft. Worth, TX May 2010 - Aug 2011
Financial Advisor
TD Ameritrade - Ft. Worth, TX May 2006 - Feb 2010
Financial Consultant
Education:
Trinity University 1990 - 1995
BA & BS, International Economics & Business
Skills:
Strategic Financial Planning
Mutual Funds
Insurance
Long Term Care Insurance
Retirement
Wealth Management
Series 7
Portfolio Management
Series 63
Options
Financial Services
Trading
Retirement Planning
Securities
Coaching
Training
Team Building
Investments
Estate Planning
Finance
Financial Planning
Fixed Income
Asset Management
Risk Management
Asset Allocation
Equities
Financial Advisory
Investment Advisory
Banking
Branch Banking
Languages:
English
Spanish
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