Gloria Dubose, Mba
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Gloria Dubose, Mba Email & Phone Number

Director of Mergers, Acquisitions, and Practice Succession (MAPS) at Financial Resources Group,LLC
Location: Asheville, North Carolina, United States 6 work roles 1 school
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Current company
Financial Resources Group,LLC
Role
Director of Mergers, Acquisitions, and Practice Succession (MAPS)
Location
Asheville, North Carolina, United States
Company size
16 employees

Who is Gloria Dubose, Mba? Overview

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Gloria Dubose, Mba is listed as Director of Mergers, Acquisitions, and Practice Succession (MAPS) at Financial Resources Group,LLC, a with 16 employees, based in Asheville, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Gloria Dubose, Mba.

Gloria Dubose, Mba previously worked as Director of Mergers, Acquisitions, and Practice Succession (MAPS) at Financial Resources Group Investment Services, Llc and Practice Management Consultant at Financial Resources Group,Llc. Gloria Dubose, Mba holds Mba from Montreat College, Mba.

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Financial Resources Group,LLC

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Profile bio

About Gloria Dubose, Mba

I work closely with financial advisors in business development and operational solutions. My background includes, financial planning, client relationship management and advisory consulting. I start by personally getting to know each advisor and their practice then I help them to implement plans to achieve growth and increase efficiencies. I also utilize my multiple areas of experience which includes marketing, event planning, referral building and technology implementation to assist advisors in various areas of their business.My goal is to assist LPL Financial advisors to analyze their business needs, create targeted business plans and provide actionable solutions to help them increase their potential for long-term success.

Current workplace

Gloria Dubose, Mba's current company

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Financial Resources Group,LLC
Financial Resources Group,Llc
Director of Mergers, Acquisitions, and Practice Succession (MAPS)
fort mill, south carolina, united states
Website
financialresourcesgroup.net
Employees
16
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6 roles

Gloria Dubose, Mba work experience

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Practice Management Consultant

Financial Resources Group,Llc

Asheville, North Carolina Area

Business Development and ConsultingRelationship and Partnership managementAnalyze Needs to Implement Business Tools for EfficiencyFormulate Strategies for Streamlining Business OperationsSolutions-Oriented Advisor SupportAdvisor Recruitment and TrainingThe LPL Financial registered representatives associated with this page may only discussand/or transact business with residents of the following states: NCSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks toFINRA and SIPC, please refer to 'Contact Info' section above. Insurance products offered throughLPL Financial or its licensed affiliates. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Financial Planner

Invest Financial

Hendersonville, Nc

Financial PlanningRelationship ManagementNetworking and Event Planning Strategic Partner in Practice Management

Nov 2012 - Dec 2015

Financial Advisor

Merrill Lynch

Hendersonville, Nc

Practice Management Development- PMD Advisory TrainingNew Client Acquisition thru Marketing and NetworkingConducting Client Interview and Created Investment StrategiesManaged Client Data by Utilizing Salesforce CRMObtained Series 7 & 66 Securities LicenseLife and Health Licensed

Jul 2011 - Nov 2012

Operations Manager

Carolina Blinds

Operations management Sales and MarketingBudgeting and ForecastingClient Relationship ManagementNetworking and Event Planning

Jun 2006 - Jul 2011

Investment Relationship Manager

Cornerstone Financial Strategies

Hendersonville, Nc

Client Relationship SpecialistManaged Administrative OperationsPrepared Financial Reviews and Researched InvestmentsHandled Employee and Continued Education TrainingCoordinated Marketing Efforts and BudgetingOrganized Event Planning, Seminars and Workshops

Jun 1997 - Dec 2005
Team & coworkers

Colleagues at Financial Resources Group,LLC

Other employees you can reach at financialresourcesgroup.net. View company contacts for 16 employees →

CZ Christopher Zehetmaier Christopher Zehetmaier Colleague at Financial Resources Group,LlcKings Mountain, North Carolina, United States View → KD Katie Dayton Katie Dayton Colleague at Financial Resources Group,LlcCharlotte, North Carolina, United States View → KV Kristen Vitale Kristen Vitale Colleague at Financial Resources Group,LlcUnited States View → AH Adesh Hariprashad Adesh Hariprashad Colleague at Financial Resources Group,LlcUnited States View → JH Jennifer Hallmark Jennifer Hallmark Colleague at Financial Resources Group,LlcCharlotte Metro, United States View → SA Susan A. Susan A. Colleague at Financial Resources Group,LlcFort Mill, South Carolina, United States View → JR Jonathan Rodriguez Jonathan Rodriguez Colleague at Financial Resources Group,LlcCharlotte, North Carolina, United States View → BB Brandon Beall Brandon Beall Colleague at Financial Resources Group,LlcSan Diego, California, United States View → DF David Foster David Foster Colleague at Financial Resources Group,LlcCarlsbad, California, United States View → MF Monica Farrell Monica Farrell Colleague at Financial Resources Group,LlcRock Hill, South Carolina, United States View →
1 education record

Gloria Dubose, Mba education

  • Montreat College, Mba
    Montreat College, Mba
    Mba
FAQ

Frequently asked questions about Gloria Dubose, Mba

Quick answers generated from the profile data available on this page.

What company does Gloria Dubose, Mba work for?

Gloria Dubose, Mba works for Financial Resources Group,LLC.

What is Gloria Dubose, Mba's role at Financial Resources Group,LLC?

Gloria Dubose, Mba is listed as Director of Mergers, Acquisitions, and Practice Succession (MAPS) at Financial Resources Group,LLC.

Where is Gloria Dubose, Mba based?

Gloria Dubose, Mba is based in Asheville, North Carolina, United States while working with Financial Resources Group,LLC.

What companies has Gloria Dubose, Mba worked for?

Gloria Dubose, Mba has worked for Financial Resources Group Investment Services, Llc, Financial Resources Group,Llc, Invest Financial, Merrill Lynch, and Carolina Blinds.

Who are Gloria Dubose, Mba's colleagues at Financial Resources Group,LLC?

Gloria Dubose, Mba's colleagues at Financial Resources Group,LLC include Christopher Zehetmaier, Katie Dayton, Kristen Vitale, Adesh Hariprashad, and Jennifer Hallmark.

How can I contact Gloria Dubose, Mba?

You can use AeroLeads to view verified contact signals for Gloria Dubose, Mba at Financial Resources Group,LLC, including work email, phone, and LinkedIn data when available.

What schools did Gloria Dubose, Mba attend?

Gloria Dubose, Mba holds Mba from Montreat College, Mba.

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