Diane

Diane "Ashley" Meck, Cfp®, Apma®, Cepa® Email and Phone Number

Financial Planning Director @ Marcontell Wealth Management
Rowlett, TX, US
Diane "Ashley" Meck, Cfp®, Apma®, Cepa®'s Location
Rowlett, Texas, United States, United States
Diane "Ashley" Meck, Cfp®, Apma®, Cepa®'s Contact Details

Diane "Ashley" Meck, Cfp®, Apma®, Cepa® work email

Diane "Ashley" Meck, Cfp®, Apma®, Cepa® personal email

n/a
About Diane "Ashley" Meck, Cfp®, Apma®, Cepa®

CERTIFIED FINANCIAL PLANNER™ professional with 8 years experience who seeks challenges and is solution motivated. Recognized for extensive knowledge of SalesForce CRM, in depth relationships with clients, and ongoing drive to collaborate with and motivate colleagues, resulting in high Net Promoter Score and multiple awards.

Diane "Ashley" Meck, Cfp®, Apma®, Cepa®'s Current Company Details
Marcontell Wealth Management

Marcontell Wealth Management

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Financial Planning Director
Rowlett, TX, US
Website:
marcontellwealth.com
Employees:
11
Diane "Ashley" Meck, Cfp®, Apma®, Cepa® Work Experience Details
  • Marcontell Wealth Management
    Financial Planning Director
    Marcontell Wealth Management
    Rowlett, Tx, Us
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  • Marcontell Wealth Management
    Paraplanner
    Marcontell Wealth Management Jan 2024 - Present
    View
  • Fidelity Investments
    Planning Consultant
    Fidelity Investments Jun 2021 - Jan 2024
    Houston, Texas, United States
    View
  • Fidelity Investments
    Relationship Manager
    Fidelity Investments Nov 2019 - Jun 2021
    Houston, Texas Area
    View
  • Fidelity Investments
    Financial Representative
    Fidelity Investments May 2019 - Nov 2019
    Houston, Texas
    View
  • Amcap Mortgage, Ltd
    Processing Manager
    Amcap Mortgage, Ltd Mar 2018 - Jan 2019
    Houston, Texas Area
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  • Amcap Mortgage, Ltd
    Loan Processor
    Amcap Mortgage, Ltd Jun 2015 - Mar 2018
    Houston, Texas
    View

Diane "Ashley" Meck, Cfp®, Apma®, Cepa® Skills

Python Mortgage Processing Microsoft Office Teamwork Microsoft Word Stata Management Powerpoint R Microsoft Excel Research Accounting Time Management Encompass Deadline Oriented Customer Service Sales

Diane "Ashley" Meck, Cfp®, Apma®, Cepa® Education Details

Frequently Asked Questions about Diane "Ashley" Meck, Cfp®, Apma®, Cepa®

What company does Diane "Ashley" Meck, Cfp®, Apma®, Cepa® work for?

Diane "Ashley" Meck, Cfp®, Apma®, Cepa® works for Marcontell Wealth Management

What is Diane "Ashley" Meck, Cfp®, Apma®, Cepa®'s role at the current company?

Diane "Ashley" Meck, Cfp®, Apma®, Cepa®'s current role is Financial Planning Director.

What is Diane "Ashley" Meck, Cfp®, Apma®, Cepa®'s email address?

Diane "Ashley" Meck, Cfp®, Apma®, Cepa®'s email address is di****@****ity.com

What schools did Diane "Ashley" Meck, Cfp®, Apma®, Cepa® attend?

Diane "Ashley" Meck, Cfp®, Apma®, Cepa® attended Texas A&m University.

What are some of Diane "Ashley" Meck, Cfp®, Apma®, Cepa®'s interests?

Diane "Ashley" Meck, Cfp®, Apma®, Cepa® has interest in Animal Welfare, Environment.

What skills is Diane "Ashley" Meck, Cfp®, Apma®, Cepa® known for?

Diane "Ashley" Meck, Cfp®, Apma®, Cepa® has skills like Python, Mortgage Processing, Microsoft Office, Teamwork, Microsoft Word, Stata, Management, Powerpoint, R, Microsoft Excel, Research, Accounting.

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