Elizabeth Currin

Elizabeth Currin Email and Phone Number

Wealth Advisor , Series 7 , Series 66 @ Robnett CPAs & Financial Advisors
Austin, TX, US
Elizabeth Currin's Location
Austin, Texas, United States, United States
Elizabeth Currin's Contact Details

Elizabeth Currin personal email

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About Elizabeth Currin

Elizabeth brings a unique and valuable set of skills as Wealth Advisor and Investment Advisory Representative with Avantax Investment Services℠. Her leadership skills and focus on organization, accuracy, and keen attention to every detail allows Elizabeth to guide our team in providing clients with the most accurate and complete solutions to complex financial issues. She has a specialty in trusts, estate planning and retirement planning that provides the best possible experience for long-term investors. We work together with our CPAs , Estate Attorneys and Life Insurance Specialists to ensure important areas of financial strategy are considered. Clients of Robnett Financial have come to rely on Elizabeth to understand the fine points of their personal wealth needs and are comforted knowing she is managing those details on their behalf. Elizabeth's expertise in tax and wealth management greatly contributes to our goal of building meaningful client relationships.Robnett CPA's & Financial Advisors focused on tax-smart investing. Smart is good. Tax-Smart is better.PROFESSIONAL AND EDUCATIONAL ACCREDITATIONS•

Elizabeth Currin's Current Company Details
Robnett CPAs & Financial Advisors

Robnett Cpas & Financial Advisors

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Wealth Advisor , Series 7 , Series 66
Austin, TX, US
Website:
robnettcpa.com
Employees:
16
Elizabeth Currin Work Experience Details
  • Robnett Cpas & Financial Advisors
    Wealth Advisor , Series 7 , Series 66
    Robnett Cpas & Financial Advisors
    Austin, Tx, Us
  • Robnett Cpas & Financial Advisors
    Wealth Advisor
    Robnett Cpas & Financial Advisors Aug 2019 - Present
    Austin, Texas Area
    Robnett CPA's & Financial Advisors - 3 locations Austin , San Marcos, Marble Falls TXFinancial services focused on tax-smart investing that delivers results to clients with-in CPA firms.Accurate. Diligent . Personalized.Broker / Dealer : Avantax Wealth Management supports an independent network of tax and non-tax professionals who provide comprehensive financial planning solutions, including securities, insurance, money management services and banking solutions. As of November 2022, approximately 4,500 independent contractors manage over $87 billion in assets for individuals, families and small businesses in all 50 states.Ranked as one of the top 15 independent broker-dealer firms, (Think Advisor 2019 Broker-Dealer Reference Guide, which measured/ranked the top 25 independent broker-dealers by annual revenue). Smart is Good . Tax-Smart is better .Want to learn more ? https://www.avantaxwealthmanagement.com
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Mar 2019 - Aug 2019
    Austin, Texas
    You Dream it . We'll help you live it. Developed foundation of risk management strategies using insurance and annuities for affluent clients. Gained knowledge of effective communication and relationship building. Helped Lead Advisors with practice management and business development. Part of a select women advisor’s forum for growth, leadership development, and mentorship.Licenses : Life, Health , Long Term Care , General Insurance & Annuities - Texas AgentSkills: Financial Planning · Investments · Retirement Planning · Operations Management · Inventory Management · Microsoft Dynamics CRMNorthwestern Mutual is one of highest rated insurers in financial services and ranked in Top 5 - independent broker/ dealers with $248.3B in assets under management. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries. Life and disability insurance, annuities, and life insurance with long-term care benefits are issued by The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM). Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals.
  • Lagos
    Account Executive
    Lagos 2015 - 2018
    Houston, Texas Area
    Driving sales and accelerating brand growth in distribution network of 34 exclusive luxury accounts with-in independent jewelers to exceed multi-million dollar sales quotas of LAGOS fine jewelry in eight state territory ( TX,OK, LA,MS, AZ,CO, KY,AL). Hit 95% of sales targets in four consecutive years.► Areas of Expertise ◄■ Revenue Growth■ Product Marketing■ Category Management■ E-Commerce & Integrated Marketing ■ Digital & Social Media■ Relationship Management■ Territory Growth & Expansion■ Consumer Insights ■ Market Research■ Competitive Intelligence■ Strategic Planning & Analysis■ Branding & PositioningMY LAGOS MY WAYwww.lagos.com
  • Fossil Group, Inc.
    Account Executive - Luxury Swiss Watches - Michele
    Fossil Group, Inc. 2012 - 2015
    Dallas/Fort Worth Area
    Drive revenue growth in Fossil Luxury Swiss Made company brand initiative. Recruited by the VP Sales Fossil Canada to develop sales for US central territory with 86 accounts under MICHELE watch luxury brand. Attained sales goals to independent jewelers representing $8.0 million dollars in sales of swiss made watch brands in nine state territory (TX, OK, LA, AR, MS, NE, AZ, CO, NM). Participated in JCK - Las Vegas and Centurion trade shows.Fossil - Luxury Swiss Brand Launches :BURBERRY , Zodiac, Armani Swiss , Tory Burch & Kate Spade
  • Scott Kay, Inc.
    Regional Sales Director
    Scott Kay, Inc. Jan 2011 - Nov 2011
    Houston, Texas Area
    Increased sell-in and improved independent jewelers dealer network with-in $3.0M sales territory including 90 accounts located in southwest geographic territory ( TX, OK, LA, MS, AR,KS ,NM,CO).Delivered technical sales training for top performance in diamond expertise, value and quality that influenced engagement purchasing and closed sales. Delivered service excellence, brand loyalty and strengthened long-term partnerships with key accounts. Captured a high profile jeweler relationship to turn around profitability and productivity. Participated in Couture / Luxury trade shows in Las Vegas
  • Testi Usa
    Area Manager - Rebecca
    Testi Usa 2008 - 2010
    Dallas/Fort Worth Area
    Penetrate US Market with REBECCA - prepared a successful new brand launch to luxury stores, including Neiman Marcus and select independent jewelers. Part of a team effort to make REBECCA into a coveted luxury designer jewelry brand. Partnered with Dillard's to launch KRIS - sister brand into US major stores distribution in 120 doors. Seasonal marketing , integrated digital and event placements in-store and online with Nordstrom's , Neiman Marcus.com and Dillard's. Participated in Couture show in Las Vegas.
  • Movado Group, Inc
    Account Executive
    Movado Group, Inc 2005 - 2008
    Dallas/Fort Worth Area
    Managed $1.6 million in sales for southwest territory with-in department stores and independents under licensed brand Tommy Hilfiger Watches.
  • Nautica
    Sr. Account Executive
    Nautica Jan 2003 - Dec 2005
    Dallas/Fort Worth Area
    Nautica Jeans Company - Managed $8 million women's denim business with Dillard's & Stage Stores
  • Guess
    Account Executive
    Guess 1998 - 2003
    Dallas/Fort Worth Area
    Managed $21 million in sales of Guess Juniors / Young Contemporary to Dillard's. During organizational restructure selected to manage change and handle business with additional + $10 million in sales of Guess Men's Denim to Dillard's.
  • Phillips Van Heusen
    Account Executive / Retail Planner
    Phillips Van Heusen 1994 - 1998
    Dallas/Fort Worth Area
    GANT / IZOD Men's Sportswear - Promoted to manage $8 million in sales to Foley's , Famous Barr and specialty stores in eight states. Retail analyst in charge of merchandise planning & financial analysis for accounts totaling $160 million in sales. Part of (3) member team to develop wholesale merchandise planning platform for PVH to accelerate multiple brands revenue growth in retail partner channel. The Power of PVH with $22B in global sales.
  • Neiman Marcus
    Sr. Assistant Buyer
    Neiman Marcus 1991 - 1994
    Dallas/Fort Worth Area
    Sr. Assistant Buyer - Updated & Career Dresses Assistant Buyer - Designer & Precious JewelryNeiman Marcus Executive Development Program Cosmetics & Accessories Intern - one of two selected nationwide

Elizabeth Currin Skills

Retail Sales Brand Development Watches Apparel Luxury Jewelry Customer Service Marketing Wholesale Advertising Merchandising Luxury Goods Sales Operations Marketing Strategy

Elizabeth Currin Education Details

Frequently Asked Questions about Elizabeth Currin

What company does Elizabeth Currin work for?

Elizabeth Currin works for Robnett Cpas & Financial Advisors

What is Elizabeth Currin's role at the current company?

Elizabeth Currin's current role is Wealth Advisor , Series 7 , Series 66.

What is Elizabeth Currin's email address?

Elizabeth Currin's email address is el****@****hoo.com

What is Elizabeth Currin's direct phone number?

Elizabeth Currin's direct phone number is +197257*****

What schools did Elizabeth Currin attend?

Elizabeth Currin attended The University Of Texas At Austin.

What are some of Elizabeth Currin's interests?

Elizabeth Currin has interest in Children.

What skills is Elizabeth Currin known for?

Elizabeth Currin has skills like Retail, Sales, Brand Development, Watches, Apparel, Luxury, Jewelry, Customer Service, Marketing, Wholesale, Advertising, Merchandising.

Who are Elizabeth Currin's colleagues?

Elizabeth Currin's colleagues are Nathan Robnett , Cpa , Pfs, Evander Benedicto, Rachel Campos.

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