For over five years Kimberly Essler has been working in different jobs. Recently, Kimberly Essler worked as a Registered Paraplanner in Global Wealth Advisors widening experience. Kimberly graduated from Liberty University in 2023 where this person got all the necessary skills and knowledge. Kimberly has all necessary skills for his job, that's proven by the following certifications in Series 7 - General Securities and Series 27 - Finop. This person is fluent in English. You can find this person in Athens, Texas, where he is located nowadays. SoftwareOfficial has all the data you need to connect Kimberly Essler, such as this person's phone number or email address. Feel free to send us the request to get additional info.
Name variants:
Kimberley Essler,
Kim Essler
Last updated May 30, 2024
Contact Information
Workplace
Colleagues
Work History
Registered Paraplanner
Dallas, TX
Helps advisor prepare for each meeting by managing, gathering, and analyzing client financial data then updating in CRM, WealthGuide, and MoneyGuidePro. Assists in the development and mainte...
Nov 2015 — Dec 2016
Compliance Assistant
3500 Oak Lawn Ave SUITE 400, Dallas, TX 75219
Jul 2011 — Oct 2014
Education
2020 — 2023
2012 — 2013
2009 — 2011
2005 — 2009
Occupations
Advisor
Accountant
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper
Skills
Customer Service
Microsoft Office
Management
Microsoft Excel
Investments
Leadership
Microsoft Word
Microsoft Powerpoint
Financial Analysis
Paraplanner
Compliance
FAQs about Kimberly Essler
What is the main profession of Kimberly Essler?
Kimberly Essler is a Financial Services.
What are the profession of Kimberly Essler?
These person's professions are Advisor
Where is Kimberly Essler currently located?
The expert is currently located in Athens, Texas.
Where did Kimberly Essler work?
Kimberly worked at Global Wealth Advisors, Share Financial Services.
What education does Kimberly Essler have?
Kimberly studied at the Liberty University from 2020 to 2023.
What are the certifications of Kimberly Essler?
This expert received the following certifications: Series 7 - General Securities and Series 27 - Finop.
What languages does Kimberly Essler speak?
Kimberly Essler speaks English.
What are special skills of Kimberly Essler?
Kimberly has the following skills: Customer Service, Microsoft Office, Management, Microsoft Excel, Investments, Leadership, Microsoft Word, Microsoft Powerpoint, and Financial Analysis.