Kirk Barrett Email & Phone Number
VP - Wealth Advisor @ Farther Finance
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Kirk Barrett Location
- Texas, United States
Kirk Barrett Work
- VP - Wealth Advisor @ (June 2025 - Present)
- CERTIFIED FINANCIAL PLANNER™ @ Silver Lake Capital Partners (August 2023 - June 2025)
- Financial Planning Counselor @ (April 2022 - August 2023)
- Manager of Finance @ Avantax Wealth Management℠ (September 2009 - April 2022)
- Air Transportation Specialist @ (January 1997 - January 2001)
Kirk Barrett Education
- Southern Methodist University
Graduate Business Analytics Certification (Analytics)
2015-2015 - Sam Houston State University
Master (Business Administration; Finance)
- Northeastern State University
Bachelor (Business Administration and Finance)
- Moore High School
Kirk Barrett Skills
- Accounting
- Budget
- Charitable Giving
- Corporate FP&A
- DAX
- Dashboard
- Essbase
- Excel Dashboards
- Financial Advisory
- Financial Modeling
- Financial Planning
- GAAP
- Great Plains Software
- Internal Audit
- KPI Dashboards
- M Programming Language
- Microsoft Excel
- Microsoft Power BI
- Microsoft SQL Server
- Portfolio Management
- Power BI
- PowerPivot
- PowerView
- Powerquery
- Retirement Planning
- SAP
- SQL
- SQL Server Integration Services (SSIS)
- SSRS
- Sarbanes-Oxley
- SharePoint
- Tax Planning
- VBA
Kirk Barrett Summary
- Kirk Barrett, based in Texas, United States, is currently a VP - Wealth Advisor at Farther. Kirk Barrett brings experience from previous roles at Silver Lake Capital Partners, Fisher Investments, Avantax Wealth Management℠ and United States Air Force. Kirk Barrett holds a 2015 - 2015 Graduate Business Analytics Certification in Analytics @ Southern Methodist University. With a robust skill set that includes Accounting, Budget, Charitable Giving, Corporate FP&A, DAX and more. Kirk Barrett has 2 emails and 1 mobile phone numbers on RocketReach.
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