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Jeffrey D. Email & Phone Number
Executive Organizer
at
DallasMeetup
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Executive Organizer
Location
Richardson, Texas, United States
Company size
Who is Jeffrey D.? Overview
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Quick answer
Jeffrey D. is listed as Executive Organizer at DallasMeetup, a company with 33 employees, based in Richardson, Texas, United States. AeroLeads shows a matched LinkedIn profile for Jeffrey D..
Jeffrey D. previously worked as Wealth Advisor at Smith Anglin Financial and Senior investment Counselor at Fisher Investments. Jeffrey D. holds Graduate Finance Certificate from Southern Methodist University.
Company email context
Email format at DallasMeetup
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DallasMeetup
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Profile bio
About Jeffrey D.
With over 10 years of experience in the financial services industry, I am a wealth advisor who helps clients achieve their financial goals and dreams. I have a graduate finance certificate from Southern Methodist University, and a series 66 certification from FINRA. My core competencies include financial planning, investment counseling, networking, and civic engagement.As a wealth advisor at Smith Anglin Financial, I work with a diverse portfolio of clients, providing personalized financial planning and investment advice. I also leverage my skills and experience in networking and civic engagement to build and maintain strong relationships with clients, partners, and community organizations. In addition, I am the executive organizer of DallasMeetup, a quarterly industry-agnostic networking group that connects professionals across all industries and skill sets. I founded this initiative with the help of former and current leaders of influential organizations in the Dallas area, with the aim of providing a "big tent" approach to networking and collaboration. Through this role, I demonstrate my passion for creating meaningful connections and opportunities for myself and others.
Current workplace
Jeffrey D.'s current company
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Dallasmeetup
13 roles
Jeffrey D. work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Current
Jun 2023 - Present
Executive Organizer
CurrentBuilt with connection in mind, DallasMeetup hosts a quarterly, industry-agnostic mixer for practitioners across a variety of verticals. Founded by former and current leaders of organizations like Dallas Junior Chamber, DFW American Marketing Association, The DEC Network, United Way, Y Combinator, Alliance of Women in Media and Teach for America.
Mar 2024 - Present
Senior Investment Counselor
Apr 2022 - Jun 2023
Investment Counselor
Dec 2019 - Apr 2022
Senior Brokerage Consultant
Sep 2017 - Nov 2019
Senior Consultant Financial Services
Dec 2014 - Sep 2017
Operations Senior Specialist
J.P. Morgan Chase & Co
Mitigating the loss on foreclosure, short sale and deed-in-lieu loans by auditing and ensuring file completion for more than 200 files per month.Balance calculation and report generation for credit and tax year-end reportingResponsible for obtaining approvals for exceptions from various vice presidents.
Sep 2011 - Dec 2014
Professor’S Assistant
Conducted academic research and created informational PowerPoint presentations, eventually bought by Ben E. Keith for future corporate marketing initiatives Consultant for Department Head to direct new academic initiatives and testing material for department personnel and student bodyResponsible for determining class agenda and focus mediums for.
Aug 2010 - May 2011
Assistant Manager
First three months resulted in over $16,000 of sales from direct marketing and clientele interactionsConducted personnel training for new members, expanding the Lewisville department by almost 50%Recognized by Vector Marketing CEO, Bruce Goodman, for outstanding management and sales recordThe Tavern on Fry – Denton, TX, Dave & Buster’s – Frisco.
Aug 2010 - Mar 2011
Certified Trainer
Leader of small server teams, providing training when needed and assisting the cohesion of the dining room staff and guests. Serving tables with a cheery upbeat attitude at all times and providing the best service possible for every guest in the building.
Mar 2009 - Apr 2010
Lifeguard/Swim Instructor
Spring Creek Swim And Tennis Club
I managed the facilities and was responsible for ensuring the safety of the patrons.
May 2006 - Aug 2009
Bartender, Head Waiter
Pappasito'S Cantina
Up-selling alcohol and food, providing responsible alcohol service, conversing and supplying guests with an enjoyable atmosphere, and assisting other servers/coworkers.
Jun 2007 - Mar 2009
3 education records
Jeffrey D. education
Graduate Finance Certificate
Bachelor Of Arts (Ba)
FAQ
Frequently asked questions about Jeffrey D.
Quick answers generated from the profile data available on this page.
What company does Jeffrey D. work for?
Jeffrey D. works for DallasMeetup.
What is Jeffrey D.'s role at DallasMeetup?
Jeffrey D. is listed as Executive Organizer at DallasMeetup.
Where is Jeffrey D. based?
Jeffrey D. is based in Richardson, Texas, United States while working with DallasMeetup.
What companies has Jeffrey D. worked for?
Jeffrey D. has worked for Dallasmeetup, Smith Anglin Financial, Fisher Investments, Tiaa, and J.P. Morgan Chase & Co.
How can I contact Jeffrey D.?
You can use AeroLeads to view verified contact signals for Jeffrey D. at DallasMeetup, including work email, phone, and LinkedIn data when available.
What schools did Jeffrey D. attend?
Jeffrey D. holds Graduate Finance Certificate from Southern Methodist University.
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