Jeffrey Dunn Email & Phone Number
Wealth Advisor @ Smith Anglin Financial
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Jeffrey Dunn Location
- Richardson, TX, US
Jeffrey Dunn Work
- Wealth Advisor @ (June 2023 - Present)
- Executive Organizer @ (March 2024 - August 2026)
- Senior investment Counselor @ (April 2022 - June 2023)
- Investment Counselor @ (December 2019 - April 2022)
- Senior Brokerage Consultant @ (September 2017 - November 2019)
- Senior Consultant Financial Services @ (December 2014 - September 2017)
- Operations Senior Specialist @ J.P. Morgan Chase & Co (September 2011 - December 2014)
- Professor’s Assistant @ (August 2010 - May 2011)
- Assistant Manager @ (August 2010 - March 2011)
- Certified Trainer @ (March 2009 - April 2010)
- Lifeguard and Swim Instructor @ Spring Creek Swim and Tennis Club (May 2006 - August 2009)
- Bartender, Head waiter @ Pappasito's Cantina (June 2007 - March 2009)
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.
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Top Smith Anglin Financial Employees
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Dallas, TX, US
Matthew Rivera
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