Elizabeth Currin Email and Phone Number
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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•
Robnett Cpas & Financial Advisors
View- Website:
- robnettcpa.com
- Employees:
- 16
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Wealth Advisor , Series 7 , Series 66Robnett Cpas & Financial AdvisorsAustin, Tx, Us -
Wealth AdvisorRobnett Cpas & Financial Advisors Aug 2019 - PresentAustin, Texas AreaRobnett 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 -
Financial RepresentativeNorthwestern Mutual Mar 2019 - Aug 2019Austin, TexasYou 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. -
Account ExecutiveLagos 2015 - 2018Houston, Texas AreaDriving 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 -
Account Executive - Luxury Swiss Watches - MicheleFossil Group, Inc. 2012 - 2015Dallas/Fort Worth AreaDrive 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 -
Regional Sales DirectorScott Kay, Inc. Jan 2011 - Nov 2011Houston, Texas AreaIncreased 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 -
Area Manager - RebeccaTesti Usa 2008 - 2010Dallas/Fort Worth AreaPenetrate 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.
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Account ExecutiveMovado Group, Inc 2005 - 2008Dallas/Fort Worth AreaManaged $1.6 million in sales for southwest territory with-in department stores and independents under licensed brand Tommy Hilfiger Watches. -
Sr. Account ExecutiveNautica Jan 2003 - Dec 2005Dallas/Fort Worth AreaNautica Jeans Company - Managed $8 million women's denim business with Dillard's & Stage Stores -
Account ExecutiveGuess 1998 - 2003Dallas/Fort Worth AreaManaged $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. -
Account Executive / Retail PlannerPhillips Van Heusen 1994 - 1998Dallas/Fort Worth AreaGANT / 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. -
Sr. Assistant BuyerNeiman Marcus 1991 - 1994Dallas/Fort Worth AreaSr. 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
Elizabeth Currin Education Details
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Retail Merchandising & Consumer Sciences
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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Elizabeth Currin
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Elizabeth Currin
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4syneoshealth.com, clearchannel.com, incresearch.com, ppd.com
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