Anne Salick Email & Phone Number
Director, Personal Planning and Business Strategies, CEPA, CPFA @ Sandene Strategies, LLC
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Anne Salick Location
- Dallas, TX, US
Anne Salick Work
- Director, Personal Planning and Business Strategies, CEPA, CPFA @ (September 2025 - Present)
- Financial Advisor, CEPA, CPFA @ Adaptation Financial™ (September 2020 - September 2025)
- Financial Planner @ Rockgate Financial Partners (February 2012 - September 2020)
- Financial Advisor @ (January 2008 - January 2012)
- Owner and Business Solutions Consultant @ V2R Consulting Services (January 2006 - January 2008)
- Director (Board of Directors) @ (January 2002 - January 2007)
- Director Solution Development @ Convergys Corp (January 2003 - January 2005)
- Sales Solution Architect @ Cygent, Inc. - acquired by Convergys Corp. (January 2000 - January 2002)
- Senior Sales Consultant @ (January 1996 - January 2000)
- Information Systems Project Manager - Marketing and Refining Division @ (January 1982 - January 1996)
Anne Salick Education
- University of North Texas
- University of North Texas
MBA Studies
Anne Salick Skills
- Leadership
- Estate Planning
- Financial Advisory
- Series 63
- Team Building
- Consulting
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Financial
- Portfolio Management
- Forecasting
- Investments
- Business Development
- Finance
- 401k
- Lead Generation
- Exit Strategies
- Strategic Planning
- Asset Allocation
- Investment Advisory
- Strategy
- Financial Services
- Asset Managment
- Wealth Management
- Life Insurance
- Mutual Funds
- Management Consulting
- Compliance
- Business Planning
- Strategic Financial Planning
- Buy Sell Agreements
- Business Continuity
- Program Management
- Risk Management
- New Business Development
- Asset Management
- Financial Goals
- Investment Advisory Services
- Disability Insurance
- Financial Analysis
- Business Intelligence
- Project Planning
- Succession Planning
- Small Business
- Management
- Business Strategy
- SaaS
- Retirement
- Series 7
- Employee Benefits
- Securities
Anne Salick Summary
- Anne Salick, based in Dallas, TX, US, is currently a Director, Personal Planning and Business Strategies, CEPA, CPFA at Sandene Strategies, LLC. Anne Salick brings experience from previous roles at Adaptation Financial™, Rockgate Financial Partners, Principal Financial Group and V2R Consulting Services. Anne Salick holds a University of North Texas. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Series 63, Team Building and more. Anne Salick has 1 emails and 1 mobile phone numbers on RocketReach.
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