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Charlotte D. Email & Phone Number
Senior Financial Analyst
at
VMG Health
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Financial Analyst
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Charlotte D.? Overview
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Quick answer
Charlotte D. is listed as Senior Financial Analyst at VMG Health, a with 390 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Charlotte D..
Charlotte D. previously worked as Financial Analyst at Vmg Health and Wealth Management Intern at Morgan Stanley. Charlotte D. holds Master Of Science - Ms, Finance from Southern Methodist University.
Company email context
Email format at VMG Health
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VMG Health
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Profile bio
About Charlotte D.
Charlotte D. is a Senior Financial Analyst at VMG Health.
Current workplace
Charlotte D.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Vmg Health
5 roles
Charlotte D. work experience
A career timeline built from the work history available for this profile.
Financial Analyst
Current
Jul 2023 - Present
Wealth Management Intern
- Conduct due diligence research to maintain up-to-date investment information for Legal and Compliance employing Morgan Stanley and S&P Market research- Utilizing Morgan Stanley's 3DR software to identify prospective clients for the Retirement Planning Group-Manage high volume workloads in a deadline-driven environment by assisting prospective clients and Financial Advisors
Jun 2022 - Aug 2022
Intern
Dunham Commercial Appraisers, Inc.
- Collected and organized research on property characteristics to identify potential comparable property sales- Streamlined formulas within excel to be used for data input when examining costs of assisted living properties, resulting in more efficient completion of appraisal reports- Corresponded with Dunham Co. accountant to calculate payroll and itemizing expenses, resulting in quarterly taxes being completed in a timely manner
Apr 2020 - Apr 2022
Assistant Swim Coach
Swimming With Jordan
Assisted in teaching swim to young children and improved many skills such as communication and teamwork.
Jun 2018 - Aug 2018
Team & coworkers
Colleagues at VMG Health
Other employees you can reach at vmghealth.com. View company contacts for 390 employees →
HS
Hayley Stogner
Colleague at Vmg HealthDallas, Texas, United States
View →
RS
Rachelle Sorensen
Colleague at Vmg HealthHendersonville, Tennessee, United States
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RF
Robbie Fontova
Colleague at Vmg HealthHopkins, Minnesota, United States
View →
SA
Scott Ackman
Colleague at Vmg HealthMinneapolis, Minnesota, United States
View →
VS
Vanessa Sindell Rn, Bsn, Msn
Colleague at Vmg HealthDallas-Fort Worth Metroplex, United States
View →
SB
Steffanie Brockovich, Mba
Colleague at Vmg HealthReno, Nevada, United States
View →
CF
Carlos Flores-Rodriguez, Asa
Colleague at Vmg HealthDallas-Fort Worth Metroplex, United States
View →
SC
Sarah Crowell
Colleague at Vmg HealthNorthampton, Massachusetts, United States
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DS
Debra Stinchcomb
Colleague at Vmg HealthFayetteville, Arkansas, United States
View →
BU
Ben Ulrich
Colleague at Vmg HealthDallas, Texas, United States
View →
Hayley Stogner
Colleague at Vmg HealthDallas, Texas, United States
View →
RS
Rachelle Sorensen
Colleague at Vmg HealthHendersonville, Tennessee, United States
View →
RF
Robbie Fontova
Colleague at Vmg HealthHopkins, Minnesota, United States
View →
SA
Scott Ackman
Colleague at Vmg HealthMinneapolis, Minnesota, United States
View →
VS
Vanessa Sindell Rn, Bsn, Msn
Colleague at Vmg HealthDallas-Fort Worth Metroplex, United States
View →
SB
Steffanie Brockovich, Mba
Colleague at Vmg HealthReno, Nevada, United States
View →
CF
Carlos Flores-Rodriguez, Asa
Colleague at Vmg HealthDallas-Fort Worth Metroplex, United States
View →
SC
Sarah Crowell
Colleague at Vmg HealthNorthampton, Massachusetts, United States
View →
DS
Debra Stinchcomb
Colleague at Vmg HealthFayetteville, Arkansas, United States
View →
BU
Ben Ulrich
Colleague at Vmg HealthDallas, Texas, United States
View →
4 education records
Charlotte D. education
Master Of Science - Ms, Finance
Education record
Bachelor Of Business Administration - Bba, Finance, General, Senior
Bachelor Of Business Administration - Bba, Marketing
FAQ
Frequently asked questions about Charlotte D.
Quick answers generated from the profile data available on this page.
What company does Charlotte D. work for?
Charlotte D. works for VMG Health.
What is Charlotte D.'s role at VMG Health?
Charlotte D. is listed as Senior Financial Analyst at VMG Health.
Where is Charlotte D. based?
Charlotte D. is based in Dallas-Fort Worth Metroplex, United States while working with VMG Health.
What companies has Charlotte D. worked for?
Charlotte D. has worked for Vmg Health, Morgan Stanley, Dunham Commercial Appraisers, Inc., and Swimming With Jordan.
Who are Charlotte D.'s colleagues at VMG Health?
Charlotte D.'s colleagues at VMG Health include Hayley Stogner, Rachelle Sorensen, Robbie Fontova, Scott Ackman, and Vanessa Sindell Rn, Bsn, Msn.
How can I contact Charlotte D.?
You can use AeroLeads to view verified contact signals for Charlotte D. at VMG Health, including work email, phone, and LinkedIn data when available.
What schools did Charlotte D. attend?
Charlotte D. holds Master Of Science - Ms, Finance from Southern Methodist University.
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