AeroLeads people directory · profile

Anthony Wesson Email & Phone Number

Advisory Specialist at Prospera Financial at Prospera Financial
Location: Dallas-Fort Worth Metroplex, United States, United States 12 work roles 2 schools
1 work email found @prosperafinancial.com 4 phones found area 218 and 480 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email a****@prosperafinancial.com
Direct phone (218) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Prospera Financial
Role
Advisory Specialist at Prospera Financial
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
78 employees

Who is Anthony Wesson? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Anthony Wesson is listed as Advisory Specialist at Prospera Financial at Prospera Financial, a company with 78 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at prosperafinancial.com, phone signal with area code 218, 480, and a matched LinkedIn profile for Anthony Wesson.

Anthony Wesson previously worked as Advisory Services Specialist at Prospera Financial and Operational Specialist at Prospera Financial. Anthony Wesson holds Bachelor'S Degree, Organizational Management from Purdue Global.

Company email context

Email format at Prospera Financial

This section adds company-level context without repeating Anthony Wesson's masked contact details.

{first}.{last}@prosperafinancial.com
86% confidence

AeroLeads found 1 current-domain work email signal for Anthony Wesson. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Anthony Wesson

I have worked years in the Financial Services Industry in numerous positions. First on the Human Resources side of the business then moving to Personal Financial Services, Marketing and Selling Life Insurance, Personal Banking, operations and current Advisory Services. The most satisfying aspect of my current and previous roles is when I am able to truly develop a meaningful relationship and connection with someone. I have a passion for developing relationships. I’ve learned early in my career that my energy comes from not only helping someone but building from my initial interaction. With this passion, I am working towards a Degree in Marketing. My career aspiration is to help families secure financial wealth.

Listed skills include Human Resources, Fmla, Hr Policies, Peoplesoft, and 21 others.

Current workplace

Anthony Wesson's current company

Company context helps verify the profile and gives searchers a useful next step.

Prospera Financial
Prospera Financial
Advisory Specialist at Prospera Financial
dallas, texas, united states
Website
joinprospera.com
Employees
78
AeroLeads page
Company profile
View company profile Email format
12 roles

Anthony Wesson work experience

A career timeline built from the work history available for this profile.

Advisory Services Specialist

Current
Prospera Financial

Dallas-Fort Worth Metroplex

Advisory DeskAdvisory platform paperwork processing Advisory Model Trading(rebalancing, withdrawals and contributions of accounts)Advisory Monthly Billing Processing Coding AccountsGeneral securities trading

Oct 2023 - Present

Registered Client Associate

Cd Wealth Management

Dallas, Texas, United States

-Assistant to the financial advisors-Account maintenance for clients-ACH and Check Distributions-Special Projects-Helped clients establish online access to brokerage account-Some trades-Handling incoming and outgoing mail

Jan 2021 - Jun 2021

Financial Services Trainee

Td Ameritrade

Southlake, Texas, United States

Aug 2020 - Jan 2021

Top Producer Support

Advisor Group

Phoenix, Arizona

  • Relationship Support for Top Performing Financial Advisor offices
  • 2019- 30 Calls per day average with a 94.1% average Quality Assurance score on calls for the year. 2017-2019Advisor Group/ Advisor Support, Phoenix, Arizona
  • Met phone call time and call quality standards
  • 28 average calls/day vs 27 for the team (+3%) with average handle time of 12:33 vs 11:55 for the team (+5%).
  • Assist New hire training.
  • 2018 93% average, 9% over the target of 85%, 29/36 were 100%.
Aug 2017 - Aug 2020

Personal Banker

Wells Fargo

Phoenix, Arizona

Conduct financial reviews of customer banking products and determining additional financial needs using needs analysis based questions.Use various methods to problem solve customer banking issues Assist with fraud claims process and resolutionUncovered affluent customer needs and referred to Wells Fargo Advisor for additional serviceFollow up with customer.

Nov 2015 - Aug 2017

Hr Specialist 4

Wells Fargo

Phoenix, Arizona

  • HR Systems (People Soft, Payroll Processing), Microsoft Excel, Word
  • Educated an avg. of 30-60 Wells Fargo Team members about leave of absence policy and procedures.
  • Supported Co-Workers with Level 2 Support on SOS Line.
  • Collaborated with other departments such as FMLA, Payroll, and other areas of Human Resources on resolving employee issues.
  • Work on special projects within the service center
  • Intake of accommodations management calls
Dec 2010 - Oct 2015

District Leader

Primerica

Phoenix, Arizona

  • Provided consultation on life Insurance and investments needs.
  • Recruiting, training and development of new hires to work as field reps.
  • Helped organize new hire training meetings and orientation
  • Cold calls for business referrals.
  • Attend trade shows for business leads
  • Made 100 cold calls for business referrals per day
Jul 2010 - Jun 2013

Federal Student Aid

Vangent, Inc.

Phoenix, Arizona

  • Supported callers with questions related to completing the Federal student financial aid application (FAFSA) Assisted impaired and other students with Data entry of FAFSA Data.
  • Temporarily assisted with the Centers for Disease Control on a special project regarding the H1N1 Pandemic Flu outbreak.
  • Worked with partners within the center to help students with issues regarding student loans in default
  • Assisted callers via online chat system
Feb 2009 - Sep 2010

Intern

A2Z Magazine

Phoenix, Arizona

As an Intern for A2Z Magazine, I helped with writing articles for the monthly publication. Additional duties included photography at different events, help with setting up Events and help with ad sales.

Dec 2005 - Jun 2008

Administrative Assistant

Ryan'S Pet Supplies

Phoenix, Arizona

Repair Shop, Cashier, New orders processing, incoming and outgoing mail

Nov 2006 - Sep 2007

Customer Service Representative

Countrywide Financial Services

Tempe, Arizona

  • Assisted clients with payments for homeowner’s insurance
  • Verified homeowner insurance policy information with clients and insurance companies
  • Worked with multiple computer systems
Nov 2005 - Jun 2006
Team & coworkers

Colleagues at Prospera Financial

Other employees you can reach at joinprospera.com. View company contacts for 78 employees →

TG Travis Godley Travis Godley Colleague at Prospera Financial Lafayette, Louisiana, United States, United States View → RA Rosemary Alvarez Rosemary Alvarez Colleague at Prospera Financial Bakersfield, California, United States, United States View → JS John Stein John Stein Colleague at Prospera Financial Terrell, Texas, United States, United States View → AG Abel Garcia Abel Garcia Colleague at Prospera Financial Dallas, Texas, United States, United States View → KM Ken Manning, Cws Ken Manning, Cws Colleague at Prospera Financial Greater Richmond Region, United States View → BH Barb Huber Barb Huber Colleague at Prospera Financial Dallas, Texas, United States, United States View → MZ Maria Zubieta Maria Zubieta Colleague at Prospera Financial Long Beach, California, United States, United States View → PK Paul Keeton Paul Keeton Colleague at Prospera Financial Richmond, Virginia, United States, United States View → PB Prospera Broker Prospera Broker Colleague at Prospera Financial Dallas, Texas, United States, United States View → TN Trang Nguyen Trang Nguyen Colleague at Prospera Financial United States, United States View →
2 education records

Anthony Wesson education

FAQ

Frequently asked questions about Anthony Wesson

Quick answers generated from the profile data available on this page.

What company does Anthony Wesson work for?

Anthony Wesson works for Prospera Financial.

What is Anthony Wesson's role at Prospera Financial?

Anthony Wesson is listed as Advisory Specialist at Prospera Financial at Prospera Financial.

What is Anthony Wesson's email address?

AeroLeads has found 1 work email signal at @prosperafinancial.com for Anthony Wesson at Prospera Financial.

What is Anthony Wesson's phone number?

AeroLeads has found 4 phone signal(s) with area code 218, 480 for Anthony Wesson at Prospera Financial.

Where is Anthony Wesson based?

Anthony Wesson is based in Dallas-Fort Worth Metroplex, United States, United States while working with Prospera Financial.

What companies has Anthony Wesson worked for?

Anthony Wesson has worked for Prospera Financial, Cd Wealth Management, Td Ameritrade, Advisor Group, and Wells Fargo.

Who are Anthony Wesson's colleagues at Prospera Financial?

Anthony Wesson's colleagues at Prospera Financial include Travis Godley, Rosemary Alvarez, John Stein, Abel Garcia, and Ken Manning, Cws.

How can I contact Anthony Wesson?

You can use AeroLeads to view verified contact signals for Anthony Wesson at Prospera Financial, including work email, phone, and LinkedIn data when available.

What schools did Anthony Wesson attend?

Anthony Wesson holds Bachelor'S Degree, Organizational Management from Purdue Global.

What skills is Anthony Wesson known for?

Anthony Wesson is listed with skills including Human Resources, Fmla, Hr Policies, Peoplesoft, Administration, Series 63, Series 6, and Fixed Annuities.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Anthony Wesson you were looking for.

View similar profiles