Ali Sultan, Mba
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Ali Sultan, Mba Email & Phone Number

Director, Client Services and Operations at Avantax Wealth Management℠
Location: Coppell, Texas, United States 16 work roles 2 schools
1 work email found @hdvest.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@hdvest.com
LinkedIn Profile matched
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Current company
Avantax Wealth Management℠
Role
Director, Client Services and Operations
Location
Coppell, Texas, United States
Company size
22 employees

Who is Ali Sultan, Mba? Overview

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Quick answer

Ali Sultan, Mba is listed as Director, Client Services and Operations at Avantax Wealth Management℠, a with 22 employees, based in Coppell, Texas, United States. AeroLeads shows a work email signal at hdvest.com and a matched LinkedIn profile for Ali Sultan, Mba.

Ali Sultan, Mba previously worked as Team Manager, Client Services at Avantax Wealth Management℠ and Team Lead, Client Services at Avantax Wealth Management℠. Ali Sultan, Mba holds Master Of Business Administration (M.B.A.), Business Adminstration from Texas Tech University.

Company email context

Email format at Avantax Wealth Management℠

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*@hdvest.com
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AeroLeads found 1 current-domain work email signal for Ali Sultan, Mba. Compare company email patterns before reaching out.

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Profile bio

About Ali Sultan, Mba

As a successful Leader in Compliance, Operations, Risk, and Sales I influence financial business practices in ways that minimize monetary, regulatory, and reputational risks. I successfully build relationships while focusing on business growth and practice management with strategy and tact. I effectively provide solutions to our firms that articulate the value proposition of the investment product and financial solution provided.

Listed skills include Risk Management, Financial Services, Finance, Mutual Funds, and 83 others.

Current workplace

Ali Sultan, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

Avantax Wealth Management℠
Avantax Wealth Management℠
Director, Client Services and Operations
Coppell, TX, US
Website
avantax.de
Employees
22
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Company profile
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16 roles

Ali Sultan, Mba work experience

A career timeline built from the work history available for this profile.

Agent

New York Life Insurance Company

Dallas/Fort Worth Area

Agent licensed to sell insurance through New York Life Insurance Company.

Apr 2018 - Feb 2019

Financial Services Professional

Nylife Securities Llc

Dallas/Fort Worth Area

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Apr 2018 - Feb 2019

Branch Office Manager | Sales, Sales Supervision, Risk, Operations, Financial Services

Scottrade

Hartford, Connecticut Area

Jan 2017 - Mar 2018

Branch Service Manager | Risk, Operations, Financial Services

Fidelity Investments

Hartford, Connecticut Area

Aug 2014 - Oct 2016

Vp Business Service Manager | Risk, Operations, Financial Services

Morgan Stanley

Dallas/Fort Worth Area

Nov 2012 - Jul 2014

Ncoic Aviation Supply Spad Usmcr

Us Marine Corps

Mals-41, Mag-41, 4Th Maw, Nas Jrb Fort Worth Tx

May 2000 - Apr 2014

Specialty Support Manager, Investor Services

Td Ameritrade

Dallas/Fort Worth Area

Jan 2011 - Nov 2012

Manager, Emerging/Premier, Investor Services

Td Ameritrade

Dallas-Fort Worth Metroplex

Jan 2010 - Jan 2011

Specialist | Financial Services

1St Global

Dallas/Fort Worth Area

Jul 2009 - Jan 2010

Manager | High Networth Clients, Financial Services

Fidelity Investments

Dallas/Fort Worth Area

Additional positions held at FidelityInterim Service Trading Manager.Senior Financial Representative.Inheritor Services Specialist.Account Specialist Transfer of Assets.Senior Service Trader.Senior Service Specialist.Service Specialist.

Aug 1999 - Aug 2008

Consumer Banker | Loan Officer, Financial Services

Bank Of America

Greater Atlanta Area

Apr 1997 - Oct 1998
Team & coworkers

Colleagues at Avantax Wealth Management℠

Other employees you can reach at avantax.de. View company contacts for 22 employees →

SR Stephen Rigall Stephen Rigall Colleague at Avantax Wealth Management℠Naples, Florida, United States View → CS Cheryl Seward Cheryl Seward Colleague at Avantax Wealth Management℠Holbrook, New York, United States View → DD Desiree Damon Desiree Damon Colleague at Avantax Wealth Management℠Dallas, Texas, United States View → SM Sarkis Markarian, Cpa Sarkis Markarian, Cpa Colleague at Avantax Wealth Management℠Monrovia, California, United States View → MK Michelle Koneman Michelle Koneman Colleague at Avantax Wealth Management℠Chatsworth, Georgia, United States View → TG Troy Goldberg Troy Goldberg Colleague at Avantax Wealth Management℠Boca Raton, Florida, United States View → KS Katelyn Stephens Katelyn Stephens Colleague at Avantax Wealth Management℠Bossier City, Louisiana, United States View → BH Benjamin Hadaway Benjamin Hadaway Colleague at Avantax Wealth Management℠Carrollton, Texas, United States View → JM John Mims John Mims Colleague at Avantax Wealth Management℠Lewisville, Texas, United States View → DC Danielle Chaisson, Mba, Afsp Danielle Chaisson, Mba, Afsp Colleague at Avantax Wealth Management℠Dover, New Hampshire, United States View →
2 education records

Ali Sultan, Mba education

Master Of Business Administration (M.B.A.), Business Adminstration

Texas Tech University

Focused on effective communication and organizational behavior.

Bachelor Of Applied Science (Basc), Management

University Of Phoenix

Skeptical as I joined this program, I enjoyed every bit of it. Learned a lot during this process.

FAQ

Frequently asked questions about Ali Sultan, Mba

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

What company does Ali Sultan, Mba work for?

Ali Sultan, Mba works for Avantax Wealth Management℠.

What is Ali Sultan, Mba's role at Avantax Wealth Management℠?

Ali Sultan, Mba is listed as Director, Client Services and Operations at Avantax Wealth Management℠.

What is Ali Sultan, Mba's email address?

AeroLeads has found 1 work email signal at @hdvest.com for Ali Sultan, Mba at Avantax Wealth Management℠.

Where is Ali Sultan, Mba based?

Ali Sultan, Mba is based in Coppell, Texas, United States while working with Avantax Wealth Management℠.

What companies has Ali Sultan, Mba worked for?

Ali Sultan, Mba has worked for Avantax Wealth Management℠, New York Life Insurance Company, Nylife Securities Llc, Scottrade, and Fidelity Investments.

Who are Ali Sultan, Mba's colleagues at Avantax Wealth Management℠?

Ali Sultan, Mba's colleagues at Avantax Wealth Management℠ include Stephen Rigall, Cheryl Seward, Desiree Damon, Sarkis Markarian, Cpa, and Michelle Koneman.

How can I contact Ali Sultan, Mba?

You can use AeroLeads to view verified contact signals for Ali Sultan, Mba at Avantax Wealth Management℠, including work email, phone, and LinkedIn data when available.

What schools did Ali Sultan, Mba attend?

Ali Sultan, Mba holds Master Of Business Administration (M.B.A.), Business Adminstration from Texas Tech University.

What skills is Ali Sultan, Mba known for?

Ali Sultan, Mba is listed with skills including Risk Management, Financial Services, Finance, Mutual Funds, Securities, Team Leadership, Wealth Management, and Finra.

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