Jeffrey Dunn Email & Phone Number
Wealth Advisor @ Smith Anglin Financial
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Jeffrey Dunn Location
- Richardson, TX, US
Jeffrey Dunn Work
- 2023 -now Wealth Advisor @
- 2024 -2026 Executive Organizer @
- 2022 -2023 Senior investment Counselor @
- 2019 -2022 Investment Counselor @
- 2017 -2019 Senior Brokerage Consultant @
- 2014 -2017 Senior Consultant Financial Services @
- 2011 -2014 Operations Senior Specialist @ J.P. Morgan Chase & Co
- 2010 -2011 Professor’s Assistant @
- 2010 -2011 Assistant Manager @
- 2009 -2010 Certified Trainer @
- 2006 -2009 Lifeguard and Swim Instructor @ Spring Creek Swim and Tennis Club
- 2007 -2009 Bartender, Head waiter @ Pappasito's Cantina
Jeffrey Dunn Education
- Southern Methodist University
Graduate Finance Certificate (Accounting and Finance)
- University of North Texas
BA (Psychology; Business and French Language)
- Colorado State University
Bachelor of Arts (BA) (Psychology)
Jeffrey Dunn Skills
- Microsoft Office
- Leadership
- Customer Service
- Training
- Time Management
- Management
- Data Entry
- Sales
- Marketing
- PowerPoint
- Outlook
- Call Centers
- Budgets
- Team Building
- Loss Mitigation
- Access
- Research
- Loan Modifications
- Human Resources
- Loans
- Selling
- Data Analysis
- Short Sales
- Deed in Lieu
- LPS Desktop
- 1099 Preparation
- HAFA
- Social Media
- Public Speaking
- Business Analysis
- Project Management
- Academic Research
- Consulting
- Training and Development
- Windows
- Notary
- Dec Alpha
- Uniform Combined State Law
- Foreclosures
- D&b
- Work Ethic
- Backgrounds
- SEP IRA
- Vector
- Vice Presidents
- Texas
- Orginization
- PC
- Funding
- MDA
- Spanish
- Auditing
- Circumstances
- Approvals
- Agenda
- Lifeguarding
- Year End
- Military Training
- Languages
- Rock Climbing
- Business Services
- English
- Asset Allocation
- Reports
- FINRA
- Microsoft Excel
- Testing
- Reporting
- Mediums
- Direct Marketing
- Community Service
- Communication
- Richardson
- Operations
- Service Awards
- Exceptions
- Credit
- Critical Thinking
- SAP XI
- SQL
- Presentations
- Responsibility
- Usa
- Sales Process
- Banking
- Tax
- Data Analytics
- Academic
- Mortgage Lending
- Mac
- Psychology
- French
- Keynote
- Securities
- Apple
- Event Management
- Food and Beverage
- Restaurants
- Food
- Restaurant Management
- Process Scheduler
- Resorts
- Banquets
- Recruiting
- P&l
- Interviews
- Cooking
- Purchasing
- Blogging
- Food Safety
- Entertainment
- Photography
- Finance
- Accomplished Snow Skier
- Amateur Chef
Jeffrey Dunn Summary
- Jeffrey Dunn, based in Richardson, TX, US, is currently a Wealth Advisor at Smith Anglin Financial. Jeffrey Dunn brings experience from previous roles at DallasMeetup, Fisher Investments and TIAA. Jeffrey Dunn holds a Graduate Finance Certificate in Accounting and Finance @ Southern Methodist University. With a robust skill set that includes Microsoft Office, Leadership, Customer Service, Training, Time Management and more. Jeffrey Dunn has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Jeffrey Dunn?
Find contact details for 700 million professionals.
Others Named Jeffrey Dunn
Jeffrey Dunn
Founder and CEO
Washington, DC, US
Jeffrey Dunn
Executive Vice President
Absecon, NJ, US
Jeffrey Dunn
Director, Government and Community Relations
Santa Monica, CA, US
Jeffrey Dunn
Chairman of the Board of Directors
Santa Clara, CA, US
Jeffrey Dunn
Partner
Yorba Linda, CA, US
Top Smith Anglin Financial Employees
Abbie Willis
Business Development Assistant
Dallas, TX, US
Casey Vogel
Wealth Advisor
Texas, United States
Cheryl Cicero
Operations
Denton, TX, US
Whitney Hare
Director of Tax Services
Dallas, TX, US
James Maher
Wealth Advisor, Senior Growth Strategist
United States
Brian Bergman
Wealth Advisor
Dallas, TX, US
Tara Williams
Wealth Advisor
Dallas, TX, US
Landon Lott
Tax Manager
Carrollton, TX, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co