For over 12 years Steven Gundy worked in different jobs. Recently, Steven worked as a Branch Manager - Broker and Dealer and Ria in Milkie Ferguson Investments developing different skills. Steven graduated from The University of Texas at Dallas in 1999 where this professional got all the required knowledge and skills. Steven Gundy has all required knowledge for this position, proven by particular certifications in Ccbd - Certified Community Bank Director You can find this person in Irving, Texas, where he is located nowadays. SoftwareOfficial has all the personal info you need to contact Steven Gundy, such as this person's phone number or email address. Send the request to get more info.
Name variants:
Stephen Gundy
Last updated Jun 18, 2024
Contact Information
Last Update
Jul 14, 2022
Email
sg**@gswealth.net
Location
Irving, TX
Company
Workplace
Colleagues
Work History
Board of Directors
Texas
United Texas Bank is a boutique Commercial Bank, chartered 30 years ago and committed to providing creative solutions to help our customers achieve their financial success. The Bank is a com...
from Sep 2010
Branch Manager
Managed client portfolios and led the Dallas office beginning in 2005.
Jan 2000 — Jun 2008
Founder and Managing Partner
Representative of and securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services o...
from Jun 2008
Education
1996 — 1999
1993 — 1996
Occupations
Executive
Managing Partner
Founder
Marketer
Branch Manager
Sales Specialist
Agent
Sales Agent
Accountant
Finance and Accounting Specialist
Board Member
Partner
Chief Executive
Founding Member
Field Marketing Specialist
Marketing Manager
Sales Representative
Accounting Bookkeeper
Bookkeeper
Management Team Executive
Operations Manager
Skills
Wealth Management
Investment Advisory
Retirement Plan Consulting
401K
Accounting
Alternative Investments
Asset Allocation
Asset Managment
Estate Planning
Finance
Financial Advisory
Financial Services
Fixed Annuities
Funding
Investment Strategies
Investments
Loans
Management
Mutual Funds
Portfolio Management
Retirement
Retirement Planning
Securities
Series 6
Series 63
Series 7
Strategic Financial Planning
Wealth
Wealth Management Services
Strategic Planning
Customer Service
Sales
Banking
FAQs about Steven Gundy
What's the main profession of Steven Gundy?
This professional's job is Founder and Managing Partner
What jobs is Steven a professional at?
Steven Gundy is proficient at such jobs as Executive and Managing Partner.
Where does Steven Gundy live?
Irving, Texas is the place where Steven Gundy lives
What is the expert's email?
The professional's email is sg**@gswealth.net.
How many companies did Steven Gundy work at?
The professional worked at four jobs.
Where has Steven Gundy studied?
Steven studied at the University of Texas at Dallas from 1996 to 1999.
What are the certifications of Steven Gundy?
Steven Gundy received the following certifications: Ccbd - Certified Community Bank Director.
What is the industry that Steven Gundy is connected to?
Steven Gundy works in Financial Services industry.