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Deidre Birge Email & Phone Number
Client Services and Stock Trading
at
Sweetwater Financial Advisors
2 work emails found
@sfacorp.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Services and Stock Trading
Location
Sugar Land, Texas, United States
Company size
Who is Deidre Birge? Overview
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Quick answer
Deidre Birge is listed as Client Services and Stock Trading at Sweetwater Financial Advisors, a company with 4 employees, based in Sugar Land, Texas, United States. AeroLeads shows a work email signal at sfacorp.com and a matched LinkedIn profile for Deidre Birge.
Deidre Birge previously worked as Client Services/ Stock Trading at Sweetwater Financial Advisors and Client Services Advisor at Copelin Financial Advisors. Deidre Birge holds Bachelor Of Business Administration (B.B.A.), Finance, General from University Of Houston-Victoria.
Company email context
Email format at Sweetwater Financial Advisors
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{first_initial}{last}@sfacorp.com
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AeroLeads found 2 current-domain work email signals for Deidre Birge. Compare company email patterns before reaching out.
Profile bio
About Deidre Birge
Deidre Birge is a Client Services and Stock Trading at Sweetwater Financial Advisors. She possess expertise in account management, troubleshooting, marketing, data entry, sales and 9 more skills.
Listed skills include Account Management, Troubleshooting, Marketing, Data Entry, and 10 others.
Current workplace
Deidre Birge's current company
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Sweetwater Financial Advisors
4 roles
Deidre Birge work experience
A career timeline built from the work history available for this profile.
Client Services/ Stock Trading
Current- Assist in stock trading and rebalancing of client portfolios. Run reports to calculate required trades and assist in placing stock trades using custodial website or calling in to trade desks.
- Maintain PortfolioCenter software. Run daily reports and custom reports to display relevant data for servicing client portfolios, calculating returns and trading.
- Developed invoicing system. Utilizing Excel to calculate quarterly management fees. Run reports, set up functions, use look up formulas and mail merging to complete professional invoices for mailing to clients.
- Create detailed instruction manuals for trading reports, invoicing and other daily processes. Train employees on running reports and trading sheets.
- Fulfill a client services role. Take incoming phone calls from clients and vendors to ensure that client transactions are being completed in a timely manner. Provide account information as requested by clients. Keep a.
- Maintain database using Microsoft Access. Created forms and queries to update the database and utilize the information within Access.
Jan 2008 - Present
Client Services Advisor
Copelin Financial Advisors
- Maintained Series 7 and 66 Securities Licenses. Became one of the youngest people in the State of Texas to hold Series 7 Licensing.
- Fulfilled back office support functions and assisted in managing accounts. Opened new client accounts and completed incoming and outgoing transfer requests. Complete client request, including withdrawals, deposits and.
- Created a comprehensive system for tracking client activity and account management. Developed a system using Microsoft Excel for tracking client accounts from start to finish. The system was one in which all activity.
- Fulfilled a client services role. Took incoming phone calls from clients and vendors to ensure that client transactions were being completed in a timely manner. Provided account information as requested by clients..
- Assisted in planning and setting up of Retirement Seminars.
- IT troubleshooting as necessary. Solved problems with internal small business server, personal computers, copiers, etc. Troubleshot internet and fax line connectivity.
Dec 2005 - Dec 2007
Mortgage Loan Funder
*Reconciled mortgage loans.*Prepared funds for disbursement.*Recorded documents with appropriate county clerk's office*Created marketing material
May 2005 - Dec 2005
2 education records
Deidre Birge education
Bachelor Of Business Administration (B.B.A.), Finance, General
Business/Commerce, General, Maintained 3.6 Grade Point Average
FAQ
Frequently asked questions about Deidre Birge
Quick answers generated from the profile data available on this page.
What company does Deidre Birge work for?
Deidre Birge works for Sweetwater Financial Advisors.
What is Deidre Birge's role at Sweetwater Financial Advisors?
Deidre Birge is listed as Client Services and Stock Trading at Sweetwater Financial Advisors.
What is Deidre Birge's email address?
AeroLeads has found 2 work email signals at @sfacorp.com for Deidre Birge at Sweetwater Financial Advisors.
Where is Deidre Birge based?
Deidre Birge is based in Sugar Land, Texas, United States while working with Sweetwater Financial Advisors.
What companies has Deidre Birge worked for?
Deidre Birge has worked for Sweetwater Financial Advisors, Copelin Financial Advisors, and First American Title.
How can I contact Deidre Birge?
You can use AeroLeads to view verified contact signals for Deidre Birge at Sweetwater Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Deidre Birge attend?
Deidre Birge holds Bachelor Of Business Administration (B.B.A.), Finance, General from University Of Houston-Victoria.
What skills is Deidre Birge known for?
Deidre Birge is listed with skills including Account Management, Troubleshooting, Marketing, Data Entry, Sales, Customer Service, Management, and Budgets.
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