Debbie Feuer Email & Phone Number
@williams-financial.com
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Who is Debbie Feuer? Overview
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Debbie Feuer is listed as Client Success Director at Fulcrum Equity Management, a company with 4 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at williams-financial.com and a matched LinkedIn profile for Debbie Feuer.
Debbie Feuer previously worked as Investment Advisor at Fulcrum Equity Management and Registered Principal, Investment Executive at Williams Financial Group. Debbie Feuer holds Bs, Computer Software Engineering from Our Lady Of The Lake University.
Email format at Fulcrum Equity Management
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AeroLeads found 1 current-domain work email signal for Debbie Feuer. Compare company email patterns before reaching out.
About Debbie Feuer
An accomplished Client Success Director with versatile expertise in retirement strategies, investment goal setting, and delivering long-lasting customer relationships. Proven track record of operational excellence, complying with all federal regulations, and providing financial strategies designed specifically for each client. Known for analyzing clients’ present financial positions and collaborating with internal partners to provide investments that work towards attaining clients’ goals. Focused on removing any uncertainties to ensure a clear path forward for the client and their families.“At the end of the day, it is the client’s choice as to whom they trust with the management of their investments and life planning goals. I take that responsibility and privilege very seriously.”Memberships include University of Houston Moores Music Society Trustee, University of Houston Moores Music Texas Music Festival Advisory Board, Ars Lyrics Opera Circle, Houston Livestock Show and Rodeo (HSLR), Gulf Coast Jack Russell Terrier Network (GCJRTN), and Bike Houston.
Listed skills include Investments, Strategic Financial Planning, Series 7, Iras, and 13 others.
Debbie Feuer's current company
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Debbie Feuer work experience
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Client Success Director
Current- Provide exceptional customer service to clients, addressing their inquiries and needs promptly and professionally through thoughtful interactions to establish relational equity.
- Share knowledge of the retirement business and the investment advisory business with colleagues and to grow the client base.
Investment Advisor
- Managed clients’ retirement goals focused on long-term wealth building through intentional interactions leading to long-term relationships and new client referrals.
- Created unique plans outlining how savings rates and historical market returns could lead clients to their retirement goals.
- Proven ability to guide customers to use best-fit investment solutions to lower their tax costs and other strategies to enable successful retirements.
Registered Principal, Investment Executive
- Investment Executive, supervising compliance to comply with all federal, state, FINRA, and SEC regulations.
- Spearheaded over 100 presentations to education professionals to present how 403b retirements can be utilized to plan for retirement.
- Coached and communicated a compelling and ongoing vision of outstanding client service in all areas of program delivery, client retention, and client satisfaction.
- Responsible for compliance and operational risk partners to consistently evaluate client and business risk to ensure the business met all fiduciary standards.
Debbie Feuer education
Bs, Computer Software Engineering
Computer Systems
Frequently asked questions about Debbie Feuer
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What company does Debbie Feuer work for?
Debbie Feuer works for Fulcrum Equity Management.
What is Debbie Feuer's role at Fulcrum Equity Management?
Debbie Feuer is listed as Client Success Director at Fulcrum Equity Management.
What is Debbie Feuer's email address?
AeroLeads has found 1 work email signal at @williams-financial.com for Debbie Feuer at Fulcrum Equity Management.
Where is Debbie Feuer based?
Debbie Feuer is based in Houston, Texas, United States while working with Fulcrum Equity Management.
What companies has Debbie Feuer worked for?
Debbie Feuer has worked for Fulcrum Equity Management and Williams Financial Group.
How can I contact Debbie Feuer?
You can use AeroLeads to view verified contact signals for Debbie Feuer at Fulcrum Equity Management, including work email, phone, and LinkedIn data when available.
What schools did Debbie Feuer attend?
Debbie Feuer holds Bs, Computer Software Engineering from Our Lady Of The Lake University.
What skills is Debbie Feuer known for?
Debbie Feuer is listed with skills including Investments, Strategic Financial Planning, Series 7, Iras, Retirement, Finance, Financial Services, and Retirement Planning.
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