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Carl Vickery Email & Phone Number

Financial Services and Financial Educator at Transamerica Financial Advisors, Inc.
Location: Denver Metropolitan Area, United States 7 work roles 1 school
1 work email found @worldfinancialgroup.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@worldfinancialgroup.com
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Role
Financial Services and Financial Educator
Location
Denver Metropolitan Area, United States
Company size

Who is Carl Vickery? Overview

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Quick answer

Carl Vickery is listed as Financial Services and Financial Educator at Transamerica Financial Advisors, Inc., a with 1967 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at worldfinancialgroup.com and a matched LinkedIn profile for Carl Vickery.

Carl Vickery previously worked as Financial Services / Financial Educator at Transamerica Financial Advisors, Inc. and Property Manager at Self Employed. Carl Vickery holds Bachelor Of Arts (B.A.) from University Of Northern Colorado.

Company email context

Email format at Transamerica Financial Advisors, Inc.

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{first}.{last}@worldfinancialgroup.com
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AeroLeads found 1 current-domain work email signal for Carl Vickery. Compare company email patterns before reaching out.

Profile bio

About Carl Vickery

Carl Vickery is a Financial Services and Financial Educator at Transamerica Financial Advisors, Inc.. He possess expertise in management, telecommunications, program management, vendor management, strategic planning and 16 more skills.

Listed skills include Management, Telecommunications, Program Management, Vendor Management, and 17 others.

Current workplace

Carl Vickery's current company

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Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc.
Financial Services and Financial Educator
Denver, CO, US
Website
Employees
1967
AeroLeads page
7 roles · 28 years

Carl Vickery work experience

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

Financial Services / Financial Educator

Current

Greater Denver Area

The types of people I look for can include retired military, retired law enforcement, semi-retired individuals looking for an encore career, stay at home parents, and those with educational, management, or sales backgrounds. I work with realtors, mortgage lenders, and CPAs to increase their income and take better care of their clients by introducing complimentary services. I help small business owners as well as individuals in improving their finances, showing them how money really works, mitigating taxes, and securing a better retirement.

Dec 2018 - Present

Property Manager

Self Employed

Boulder, Co

Leased out properties. Performed background and credit checks prior to lease. Maintained premises and repaired or hired out repair work as needed. Negotiated with tenants on a variety of issues e.g. late payment of rents and adherence to lease terms.

2015 - Dec 2018

Information Specialist (Data Analytics)

Denver, Co

Managed reporting received from 12 vendors requesting timely and accurate data on various reports. Communicated knowledge of desire metrics in order to produce improved results, sales and revenue. Directed vendors as needed to improve reporting accuracy. Supported multiple managers with cross functional needs in various aspects of reporting and resolving data discrepancies from varying sources. Moderated calls to launch new vendor partners as needed / desired. Finalized monthly reporting asking vendors to verify metrics prior to invoicing. Closed out the previous month and archived data in database.

2011 - 2015 ~4 yrs

Information Specialist (Data Analytics)

Denver, Co

Increased responsibilities and functions as team grew. Analyzed metrics, utilized Access database to generate desired reporting.

2009 - 2011 ~2 yrs

Data Specialist (Reporting Specialist)

Denver, Co

Transitioned to a new team of Telemarketing later to become Vendor Management. Supported managers in Vendor Management in reporting up to and including invoicing managing 7 - 10 different vendors.

2000 - 2009 ~9 yrs

Data Specialist (Administrative Assistant)

Us West Communications

Denver, Co

Reported daily metrics utilizing Excel for sales team that managed outside vendors. Excel skills increased through on the job training.

1999 - 2000 ~1 yr
Team & coworkers

Colleagues at Transamerica Financial Advisors, Inc.

Other employees you can reach at tfaconnect.com. View company contacts for 1967 employees →

1 education record

Carl Vickery education

FAQ

Frequently asked questions about Carl Vickery

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

What company does Carl Vickery work for?

Carl Vickery works for Transamerica Financial Advisors, Inc..

What is Carl Vickery's role at Transamerica Financial Advisors, Inc.?

Carl Vickery is listed as Financial Services and Financial Educator at Transamerica Financial Advisors, Inc..

What is Carl Vickery's email address?

AeroLeads has found 1 work email signal at @worldfinancialgroup.com for Carl Vickery at Transamerica Financial Advisors, Inc..

Where is Carl Vickery based?

Carl Vickery is based in Denver Metropolitan Area, United States while working with Transamerica Financial Advisors, Inc..

What companies has Carl Vickery worked for?

Carl Vickery has worked for Transamerica Financial Advisors, Inc., Self Employed, Centurylink, Qwest Communications Corp, and Us West Communications.

Who are Carl Vickery's colleagues at Transamerica Financial Advisors, Inc.?

Carl Vickery's colleagues at Transamerica Financial Advisors, Inc. include Tien Hao Lee, Cfp ®, Isaac Dotson, Sabrina Canning, Kari Goodman, and Karen Geer.

How can I contact Carl Vickery?

You can use AeroLeads to view verified contact signals for Carl Vickery at Transamerica Financial Advisors, Inc., including work email, phone, and LinkedIn data when available.

What schools did Carl Vickery attend?

Carl Vickery holds Bachelor Of Arts (B.A.) from University Of Northern Colorado.

What skills is Carl Vickery known for?

Carl Vickery is listed with skills including Management, Telecommunications, Program Management, Vendor Management, Strategic Planning, Sales, Microsoft Office, and Analysis.

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