Poet And Writer
Self-Employed
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Judith Hall Email & Phone Number
Poet and Writer
at
Self-employed
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Self-employed
Role
Poet and Writer
Location
Dallas-Fort Worth Metroplex, United States
Who is Judith Hall? Overview
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Quick answer
Judith Hall is listed as Poet and Writer at Self-employed, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Judith Hall.
Judith Hall previously worked as Associate Advisor at Mainsail Financial Group and Associate Advisor at Brighton Jones. Judith Hall holds Bachelor'S Degree, Advertising And Public Relations from Penn State University.
Profile bio
About Judith Hall
I have a background in finance, with practical experience in bookkeeping, tax preparation, and financial advisory. I hold a Bachelor's degree in Advertising and Public Relations from Penn State University and am certified in the state of Washington as a Notary Public and a licensed Life and Disability agent. My work has often involved customer relationship management, providing tax services, and solving complex income tax issues, where clear communication and problem-solving have been key.In my experience, I've taken on the responsibility of managing client service teams, ensuring that our operations run smoothly and that client needs are met promptly and accurately. I've also facilitated communication between clients and our team, helping to prepare for meetings and presentations, with a focus on understanding and addressing client goals.I'm currently exploring remote opportunities where I can apply my skills and continue to learn and grow professionally, ideally in a role that allows for collaboration, innovation and a growth-first mindset.
Current workplace
Judith Hall's current company
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Self-Employed
7 roles · 10 years
Judith Hall work experience
A career timeline built from the work history available for this profile.
Associate Advisor
Empowering individuals & families to create their ideal retirement futures.Collaborate with team to design client meeting agendas, prepare deliverables for presentations, analyze client data, and develop strategies.Attend client meetings to ensure that all client-related action items are conveyed and documented in the CRM.Review the current client portfolios and providing investment recommendations in consultation with the team. Assess changes based on asset allocation and location, considering both strategic and tactical allocation opportunities to enhance returns and reduce volatility.Offer ad-hoc analysis for more advanced financial topics and specialty requests, such as tax-loss harvesting, stock options, restricted stock inventories, and other wealth transfer strategies.Responsible for maintaining comprehensive records related to these activities, including cost basis and position data using portfolio management software.
Sep 2023 - Jan 2024
Associate Advisor
Led client service team in managing day-to-day responsibilities and priorities, ensuring seamless execution of intra-day requests in a remote and in person setting.Acted as the primary point of contact for custodians, demonstrating strong operational expertise and collaboration skills.Collaborated in the development and implementation of innovative investment strategies, resulting in improved returns for clients.Coordinated tax execution for personal and trust accounts, delivering exceptional service in a remote and in person environment.
Mar 2023 - Sep 2023
Tax Preparer
Conducted remote and in person tax interviews, prepared accurate returns, and provided IRS audit support.Drove business growth and client retention through remote and in person client engagement and service delivery.Maintained remote and physical financial records and prepared reports for business clients, demonstrating strong organizational skills.
2020 - Apr 2023
Client Services Coordinator
Spg Advisors Llc
Provided support to clients, maintaining top-level discretion and compliance with firm policies.Facilitated fund and securities transfers, ensuring accurate and timely processing.Managed account documentation and maintained client records with meticulous attention to detail.
Jun 2021 - Jan 2023
Stylist/Brand Specialist
Prepared and directed in store merchandising and product knowledge meetings.Produced monthly and quarterly financial reports outlining financial data to assist management with making strategic plans and operational decisions.Conducted detailed financial reviews for business clients to sell appropriate products to fit client needs.Balanced cash drawers daily with zero discrepancies, upheld strict financial controls by keeping funds secure and accurately transferring money, as well as supervising and training others in said activities.Established rapport with new and existing clients to increase satisfaction and loyalty.
2019 - 2020
~1 yr
Account Manager
Wpjohnny/Johnny Vps
Successfully managed remote projects and schedules, ensuring efficient workflow and timely deliverables.Maintained accurate financial records remotely, balanced ledgers, and generated detailed reports.Supervised remote systems troubleshooting and managed electronic filing systems.
2017 - 2020
~3 yrs
1 education record
Judith Hall education
-
Penn State University
FAQ
Frequently asked questions about Judith Hall
Quick answers generated from the profile data available on this page.
What company does Judith Hall work for?
Judith Hall works for Self-employed.
What is Judith Hall's role at Self-employed?
Judith Hall is listed as Poet and Writer at Self-employed.
Where is Judith Hall based?
Judith Hall is based in Dallas-Fort Worth Metroplex, United States while working with Self-employed.
What companies has Judith Hall worked for?
Judith Hall has worked for Self-Employed, Mainsail Financial Group, Brighton Jones, H&R Block, and Spg Advisors Llc.
How can I contact Judith Hall?
You can use AeroLeads to view verified contact signals for Judith Hall at Self-employed, including work email, phone, and LinkedIn data when available.
What schools did Judith Hall attend?
Judith Hall holds Bachelor'S Degree, Advertising And Public Relations from Penn State University.
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